The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Applovin Corp COM CL A 03831W108 31,317 89,458 SH DFND 89,458 0 0
Banco Macro Sa SPON ADR B 05961W105 15,509 220,900 SH DFND 220,900 0 0
Bank America Corp COM 060505104 16,179 341,900 SH DFND 341,900 0 0
Barclays Plc ADR 06738E204 28,814 1,549,950 SH DFND 1,549,950 0 0
Bbb Foods Inc CL A COM G0896C103 10,009 360,550 SH DFND 360,550 0 0
Broadcom Inc COM 11135F101 23,744 86,140 SH DFND 86,140 0 0
Builders Firstsource Inc COM 12008R107 9,926 85,065 SH DFND 85,065 0 0
Bwx Technologies Inc COM 05605H100 11,017 76,475 SH DFND 76,475 0 0
Caesars Entertainment Inc Ne COM 12769G100 39,629 1,395,875 SH DFND 1,395,875 0 0
Carpenter Technology Corp COM 144285103 34,999 126,635 SH DFND 126,635 0 0
Ccc Intelligent Solutions Hl COM 12510Q100 9,485 1,007,944 SH DFND 1,007,944 0 0
Chemours Co COM 163851108 4,830 421,800 SH DFND 421,800 0 0
Chime Finl Inc COM SHS CL A 16935C109 16,110 466,825 SH DFND 466,825 0 0
Citigroup Inc COM NEW 172967424 56,715 666,300 SH DFND 666,300 0 0
Coherent Corp COM 19247G107 103,291 1,157,840 SH DFND 1,157,840 0 0
Corning Inc COM 219350105 32,771 623,145 SH DFND 623,145 0 0
Coupang Inc CL A 22266T109 122,999 4,105,424 SH DFND 4,105,424 0 0
D R Horton Inc COM 23331A109 9,978 77,400 SH DFND 77,400 0 0
Daktronics Inc COM 234264109 46,513 3,076,224 SH DFND 3,076,224 0 0
Danaher Corporation COM 235851102 4,879 24,700 SH DFND 24,700 0 0
Delta Air Lines Inc Del COM NEW 247361702 39,025 793,510 SH DFND 793,510 0 0
Docusign Inc COM 256163106 100,512 1,290,440 SH DFND 1,290,440 0 0
Elbit Sys Ltd ORD M3760D101 8,220 18,287 SH DFND 18,287 0 0
Eli Lilly & Co COM 532457108 78,479 100,675 SH DFND 100,675 0 0
Enliven Therapeutics Inc COM 29337E102 9,288 463,000 SH DFND 463,000 0 0
Entegris Inc COM 29362U104 132,741 1,645,885 SH DFND 1,645,885 0 0
Eqt Corp COM 26884L109 73,057 1,252,700 SH DFND 1,252,700 0 0
Flutter Entmt Plc SHS G3643J108 115,771 405,320 SH DFND 405,320 0 0
Freeport-Mcmoran Inc CL B 35671D857 9,745 224,800 SH DFND 224,800 0 0
Global X Fds GB MSCI AR ETF 37950E259 22,682 267,700 SH DFND 267,700 0 0
Goldman Sachs Group Inc COM 38141G104 29,726 42,000 SH DFND 42,000 0 0
Grupo Financiero Galicia S.A SPONSORED ADR 399909100 11,664 231,481 SH DFND 231,481 0 0
Hasbro Inc COM 418056107 20,751 281,100 SH DFND 281,100 0 0
Illumina Inc COM 452327109 28,682 300,615 SH DFND 300,615 0 0
Insmed Inc COM PAR $.01 457669307 226,786 2,253,435 SH DFND 2,253,435 0 0
Insmed Inc COM PAR $.01 457669307 10,064 100,000 SH Call DFND 100,000 0 0
Ishares Inc MSCI BRAZIL ETF 464286400 21,314 738,800 SH DFND 738,800 0 0
Ishares Tr RUSSELL 2000 ETF 464287655 72,290 335,000 SH Call DFND 335,000 0 0
Joby Aviation Inc COMMON STOCK G65163100 332 31,489 SH DFND 31,489 0 0
Kinder Morgan Inc Del COM 49456B101 31,507 1,071,665 SH DFND 1,071,665 0 0
Lennar Corp CL A 526057104 9,944 89,900 SH DFND 89,900 0 0
Mercadolibre Inc COM 58733R102 140,417 53,725 SH DFND 53,725 0 0
Microsoft Corp COM 594918104 99,945 200,930 SH DFND 200,930 0 0
Natera Inc COM 632307104 521,212 3,085,190 SH DFND 3,085,190 0 0
Natera Inc COM 632307104 19,344 114,500 SH Call DFND 114,500 0 0
Newamsterdam Pharma Company ORDINARY SHARES N62509109 15,071 832,175 SH DFND 832,175 0 0
Nu Hldgs Ltd ORD SHS CL A G6683N103 46,859 3,415,365 SH DFND 3,415,365 0 0
Option Care Health Inc COM NEW 68404L201 20,685 636,850 SH DFND 636,850 0 0
Philip Morris Intl Inc COM 718172109 148,614 815,975 SH DFND 815,975 0 0
Purecycle Technologies Inc COM 74623V103 31,552 2,303,084 SH DFND 2,303,084 0 0
Restaurant Brands Intl Inc COM 76131D103 49,784 751,010 SH DFND 751,010 0 0
Roku Inc COM CL A 77543R102 96,723 1,100,500 SH DFND 1,100,500 0 0
Sea Ltd SPONSORD ADS 81141R100 49,538 309,730 SH DFND 309,730 0 0
Seagate Technology Hldngs Pl ORD SHS G7997R103 28,504 197,490 SH DFND 197,490 0 0
Select Sector Spdr Tr FINANCIAL 81369Y605 51,600 985,300 SH DFND 985,300 0 0
Spdr S&P 500 Etf Tr TR UNIT 78462F103 55,607 90,000 SH Call DFND 90,000 0 0
Taiwan Semiconductor Mfg Ltd SPONSORED ADS 874039100 173,284 765,085 SH DFND 765,085 0 0
Teva Pharmaceutical Inds Ltd SPONSORED ADS 881624209 267,639 15,968,935 SH DFND 15,968,935 0 0
Thermo Fisher Scientific Inc COM 883556102 4,947 12,200 SH DFND 12,200 0 0
Twilio Inc CL A 90138F102 24,931 200,475 SH DFND 200,475 0 0
United Airls Hldgs Inc COM 910047109 30,030 377,120 SH DFND 377,120 0 0
Unity Software Inc COM 91332U101 42,932 1,774,050 SH DFND 1,774,050 0 0
Verona Pharma Plc SPONSORED ADS 925050106 94,777 1,002,080 SH DFND 1,002,080 0 0
Viking Therapeutics Inc COM 92686J106 14,556 549,295 SH DFND 549,295 0 0
Wabtec COM 929740108 35,696 170,510 SH DFND 170,510 0 0
Warner Bros Discovery Inc COM SER A 934423104 74,916 6,537,160 SH DFND 6,537,160 0 0
Woodward Inc COM 980745103 208,059 848,910 SH DFND 848,910 0 0
Xpo Inc COM 983793100 20,598 163,100 SH DFND 163,100 0 0
Ypf Sociedad Anonima SPON ADR CL D 984245100 22,141 703,995 SH DFND 703,995 0 0