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
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
10X Genomics Inc CL A COM 88025U109 15,455 403,100 SH DFND 403,100 0 0
Adma Biologics Inc COM 000899104 23,303 2,784,110 SH DFND 2,784,110 0 0
Advanced Micro Devices Inc COM 007903107 42,348 72,900 SH DFND 72,900 0 0
Aeva Technologies Inc COM NEW 00835Q202 20,683 720,175 SH DFND 720,175 0 0
Alcoa Corp COM 013872106 9,679 185,640 SH DFND 185,640 0 0
Alphabet Inc CAP STK CL A 02079K305 120,184 336,300 SH DFND 336,300 0 0
Amazon Com Inc COM 023135106 129,085 541,600 SH DFND 541,600 0 0
Amazon Com Inc COM 023135106 109,470 459,300 SH Call DFND 459,300 0 0
Arm Holdings Plc SPONSORED ADS 042068205 9,960 28,090 SH DFND 28,090 0 0
Aurora Innovation Inc CLASS A COM 051774107 4,322 633,700 SH DFND 633,700 0 0
Baidu Inc SPON ADR REP A 056752108 10,080 88,200 SH DFND 88,200 0 0
Bbb Foods Inc CL A COM G0896C103 120,915 2,901,733 SH DFND 2,901,733 0 0
Beam Therapeutics Inc COM 07373V105 5,272 153,600 SH DFND 153,600 0 0
Belite Bio Inc Sponsored ADS 07782B104 16,338 106,100 SH DFND 106,100 0 0
Bitdeer Technologies Group CL A ORD SHS G11448100 64,670 4,074,993 SH DFND 4,074,993 0 0
Caris Life Sciences Inc COM 142152107 33,759 1,894,450 SH DFND 1,894,450 0 0
Carvana Co CL A 146869102 9,939 151,000 SH DFND 151,000 0 0
Cavco Inds Inc Del COM 149568107 24,268 39,500 SH DFND 39,500 0 0
Ccc Intelligent Solutions Hl COM 12510Q100 6,042 1,170,900 SH DFND 1,170,900 0 0
Cdw Corp COM 12514G108 104,629 743,950 SH DFND 743,950 0 0
Cdw Corp COM 12514G108 35,160 250,000 SH Call DFND 250,000 0 0
Champion Homes Inc COM 830830105 22,418 254,400 SH DFND 254,400 0 0
Cleveland-Cliffs Inc New COM 185899101 39,590 4,216,184 SH DFND 4,216,184 0 0
Coupang Inc CL A 22266T109 46,334 2,667,485 SH DFND 2,667,485 0 0
Crh Plc ORD G25508105 59,230 553,555 SH DFND 553,555 0 0
D R Horton Inc COM 23331A109 48,701 299,000 SH DFND 299,000 0 0
Daktronics Inc COM 234264109 21,968 1,123,109 SH DFND 1,123,109 0 0
Danaher Corp Del COM 235851102 9,581 50,300 SH DFND 50,300 0 0
Dbv Technologies S A Sponsored ADS 23306J309 6,287 383,363 SH DFND 383,363 0 0
Definium Therapeutics Inc COM SHS 24477V105 16,774 356,600 SH DFND 356,600 0 0
Delta Air Lines Inc COM NEW 247361702 56,477 603,000 SH DFND 603,000 0 0
Eli Lilly & Co COM 532457108 14,849 12,380 SH DFND 12,380 0 0
Entegris Inc COM 29362U104 21,277 118,300 SH DFND 118,300 0 0
Equinix Inc COM 29444U700 19,232 18,450 SH DFND 18,450 0 0
F5 Inc COM 315616102 9,151 22,000 SH DFND 22,000 0 0
Fluor Corp COM 343412102 51,457 982,200 SH DFND 982,200 0 0
Fox Corp CL A COM 35137L105 114,992 2,204,600 SH DFND 2,204,600 0 0
Fox Corp CL B COM 35137L204 29,631 632,600 SH DFND 632,600 0 0
Ftai Aviation Ltd SHS G3730V105 5,465 20,200 SH DFND 20,200 0 0
Global X Fds GB MSCI AR ETF 37950E259 30,019 328,800 SH DFND 328,800 0 0
Grupo Financiero Galicia S.A SPONSORED ADR 399909100 2,977 59,500 SH DFND 59,500 0 0
Hut 8 Corp COM 44812J104 36,267 314,150 SH DFND 314,150 0 0
Hyperliquid Strategies Inc COM 44916Y106 23,150 2,941,500 SH DFND 2,941,500 0 0
Insmed Inc COM PAR $.01 457669307 151,900 1,424,690 SH DFND 1,424,690 0 0
Insmed Inc COM PAR $.01 457669307 143,937 1,350,000 SH Call DFND 1,350,000 0 0
Invesco Exchange Traded Fd T S&P500 EQL WGT 46137V357 15,830 74,400 SH DFND 74,400 0 0
Invesco Exchange Traded Fd T S&P500 EQL WGT 46137V357 174,684 821,000 SH Call DFND 821,000 0 0
Iren Limited ORDINARY SHARES Q4982L109 3,983 87,100 SH DFND 87,100 0 0
Ishares Inc MSCI BRAZIL ETF 464286400 118,548 3,436,170 SH DFND 3,436,170 0 0
Ishares Inc MSCI BRAZIL ETF 464286400 145,866 4,228,000 SH Call DFND 4,228,000 0 0
Ishares Tr RUSSELL 2000 ETF 464287655 99,149 330,000 SH Call DFND 330,000 0 0
Jbs N.V. CL A SHS N4732M103 7,772 655,900 SH DFND 655,900 0 0
Lam Research Corp COM NEW 512807306 18,893 43,600 SH DFND 43,600 0 0
Linde Plc SHS G54950103 21,380 41,200 SH DFND 41,200 0 0
Meta Platforms Inc CL A 30303M102 28,165 50,000 SH Call DFND 50,000 0 0
Monte Rosa Therapeutics Inc COM 61225M102 7,202 297,600 SH DFND 297,600 0 0
Natera Inc COM 632307104 864,923 3,186,306 SH DFND 3,186,306 0 0
Navitas Semiconductor Corp COM 63942X106 5,575 311,100 SH DFND 311,100 0 0
Newamsterdam Pharma Company ORDINARY SHARES N62509109 104,047 3,070,146 SH DFND 3,070,146 0 0
Nuvation Bio Inc COM CL A 67080N101 25,786 4,539,800 SH DFND 4,539,800 0 0
Olema Pharmaceuticals Inc COM 68062P106 12,345 986,827 SH DFND 986,827 0 0
Palo Alto Networks Inc COM 697435105 39,780 116,650 SH DFND 116,650 0 0
Protagonist Therapeutics Inc COM 74366E102 25,607 208,900 SH DFND 208,900 0 0
Purecycle Technologies Inc COM 74623V103 21,746 2,681,415 SH DFND 2,681,415 0 0
Qnity Electronics Inc COMMON STOCK 74743L100 20,521 125,655 SH DFND 125,655 0 0
Rambus Inc Del COM 750917106 22,964 173,000 SH DFND 173,000 0 0
Reddit Inc CL A 75734B100 9,816 56,550 SH DFND 56,550 0 0
Relay Therapeutics Inc COM 75943R102 6,530 349,000 SH DFND 349,000 0 0
Repligen Corp COM 759916109 10,560 77,400 SH DFND 77,400 0 0
Revolution Medicines Inc COM 76155X100 74,835 399,587 SH DFND 399,587 0 0
Rhythm Pharmaceuticals Inc COM 76243J105 22,608 203,618 SH DFND 203,618 0 0
Riot Platforms Inc COM 767292105 20,666 754,800 SH DFND 754,800 0 0
Rocket Cos Inc COM CL A 77311W101 10,272 652,220 SH DFND 652,220 0 0
Roku Inc COM CL A 77543R102 25,425 184,055 SH DFND 184,055 0 0
Sandisk Corp COM 80004C200 79,353 34,900 SH DFND 34,900 0 0
Sea Ltd SPONSORD ADS 81141R100 105,404 1,099,905 SH DFND 1,099,905 0 0
Seagate Technology Hldngs Pl ORD SHS G7997R103 117,730 122,000 SH DFND 122,000 0 0
Skeena Res Ltd New COM 83056P715 8,003 300,200 SH DFND 300,200 0 0
Solstice Advanced Matls Inc COM SHS 83443Q103 5,540 62,525 SH DFND 62,525 0 0
Southern Copper Corp COM 84265V105 21,444 123,060 SH DFND 123,060 0 0
State Str Spdr S&P 500 Etf T TR UNIT 78462F103 67,209 90,000 SH Call DFND 90,000 0 0
Stmicroelectronics N V NY REGISTRY 861012102 232,375 3,102,880 SH DFND 3,102,880 0 0
Taiwan Semiconductor Manufac SPONSORED ADS 874039100 281,613 589,680 SH DFND 589,680 0 0
Tesla Inc COM 88160R101 52,996 126,000 SH Call DFND 126,000 0 0
Teva Pharmaceutical Inds Ltd SPONSORED ADS 881624209 21,175 624,999 SH DFND 624,999 0 0
Thermo Fisher Scientific Inc COM 883556102 9,626 19,200 SH DFND 19,200 0 0
United Airls Hldgs Inc COM 910047109 108,084 794,795 SH DFND 794,795 0 0
Unity Software Inc COM 91332U101 21,114 738,785 SH DFND 738,785 0 0
Uwm Holdings Corporation COM CL A 91823B109 5,915 2,583,000 SH DFND 2,583,000 0 0
Vista Energy S.A.B. De C.V. SPONSORED ADS 92837L109 8,594 134,700 SH DFND 134,700 0 0
Wabtec COM 929740108 15,258 56,595 SH DFND 56,595 0 0
Wave Life Sciences Ltd SHS Y95308105 1,005 173,000 SH DFND 173,000 0 0
Woodward Inc COM 980745103 28,587 67,194 SH DFND 67,194 0 0
Xenon Pharmaceuticals Inc COM 98420N105 14,402 238,600 SH DFND 238,600 0 0
Ypf Sociedad Anonima SPON ADR CL D 984245100 142,726 3,138,897 SH DFND 3,138,897 0 0