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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X GENOMICS INC CL A COM 88025U109   26,271,000 700,000 SH   DFND 1,2,3,4 700,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   81,220,500 450,000 SH   DFND 1,2,3,4 450,000 0 0
AERCAP HOLDINGS NV SHS N00985106   60,800,845 699,584 SH   DFND 1,2,3,4 699,584 0 0
AMERICAN EXPRESS CO COM 025816109   61,476,300 270,000 SH   DFND 1,2,3,4 270,000 0 0
AMETEK INC COM 031100100   109,740,000 600,000 SH   DFND 1,2,3,4 600,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   29,295,000 750,000 SH   DFND 1,2,3,4 750,000 0 0
BIO RAD LABS INC CL A 090572207   34,587,000 100,000 SH   DFND 1,2,3,4 100,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   41,710,000 200,000 SH   DFND 1,2,3,4 200,000 0 0
CBRE GROUP INC CL A 12504L109   72,930,000 750,000 SH   DFND 1,2,3,4 750,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   189,665,000 700,000 SH   DFND 1,2,3,4 700,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   57,530,000 5,500,000 SH   DFND 1,2,3,4 5,500,000 0 0
D R HORTON INC COM 23331A109   39,492,000 240,000 SH   DFND 1,2,3,4 240,000 0 0
DISCOVER FINL SVCS COM 254709108   235,962,000 1,800,000 SH   DFND 1,2,3,4 1,800,000 0 0
EASTMAN CHEM CO COM 277432100   80,176,000 800,000 SH   DFND 1,2,3,4 800,000 0 0
ENTEGRIS INC COM 29362U104   161,621,000 1,150,000 SH   DFND 1,2,3,4 1,150,000 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   23,364,000 1,800,000 SH   DFND 1,2,3,4 1,800,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100   45,338,620 4,077,214 SH   DFND 1,2,3,4 4,077,214 0 0
FERGUSON PLC NEW SHS G3421J106   87,372,000 400,000 SH   DFND 1,2,3,4 400,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   267,048,000 3,600,000 SH   DFND 1,2,3,4 3,600,000 0 0
FIRST SOLAR INC COM 336433107   67,520,000 400,000 SH   DFND 1,2,3,4 400,000 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   13,066,234 4,083,198 SH   DFND 1,2,3,4 4,083,198 0 0
HENRY SCHEIN INC COM 806407102   113,280,000 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
HUBBELL INC COM 443510607   15,564,375 37,500 SH   DFND 1,2,3,4 37,500 0 0
JONES LANG LASALLE INC COM 48020Q107   78,036,000 400,000 SH   DFND 1,2,3,4 400,000 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   128,640,000 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
KENVUE INC COM 49177J102   214,600,000 10,000,000 SH   DFND 1,2,3,4 10,000,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   136,537,500 625,000 SH   DFND 1,2,3,4 625,000 0 0
LENNAR CORP CL A 526057104   55,033,600 320,000 SH   DFND 1,2,3,4 320,000 0 0
LPL FINL HLDGS INC COM 50212V100   30,383,000 115,000 SH   DFND 1,2,3,4 115,000 0 0
MAPLEBEAR INC COM 565394103   43,022,219 1,153,720 SH   DFND 1,2,3,4 1,153,720 0 0
MICROSOFT CORP COM 594918104   210,360,000 500,000 SH   DFND 1,2,3,4 500,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   152,712,500 4,750,000 SH   DFND 1,2,3,4 4,750,000 0 0
NETFLIX INC COM 64110L106   60,733,000 100,000 SH   DFND 1,2,3,4 100,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   33,930,000 450,000 SH   DFND 1,2,3,4 450,000 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   83,850,000 2,500,000 SH   DFND 1,2,3,4 2,500,000 0 0
PENTAIR PLC SHS G7S00T104   85,440,000 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
PROGRESSIVE CORP COM 743315103   217,161,000 1,050,000 SH   DFND 1,2,3,4 1,050,000 0 0
QIAGEN NV SHS NEW N72482149   103,176,000 2,400,000 SH   DFND 1,2,3,4 2,400,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   69,820,000 400,000 SH   DFND 1,2,3,4 400,000 0 0
SYNCHRONY FINANCIAL COM 87165B103   137,984,000 3,200,000 SH   DFND 1,2,3,4 3,200,000 0 0
TANGO THERAPEUTICS INC COM 87583X109   41,896,990 5,276,699 SH   DFND 1,2,3,4 5,276,699 0 0
TEMPUR SEALY INTL INC COM 88023U101   159,096,000 2,800,000 SH   DFND 1,2,3,4 2,800,000 0 0
THOR INDS INC COM 885160101   79,343,900 676,188 SH   DFND 1,2,3,4 676,188 0 0
TOLL BROTHERS INC COM 889478103   25,874,000 200,000 SH   DFND 1,2,3,4 200,000 0 0
TWILIO INC CL A 90138F102   152,875,000 2,500,000 SH   DFND 1,2,3,4 2,500,000 0 0
U HAUL HOLDING COMPANY COM 023586100   29,042,200 430,000 SH   DFND 1,2,3,4 430,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   104,687,600 1,570,000 SH   DFND 1,2,3,4 1,570,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   230,970,000 3,000,000 SH   DFND 1,2,3,4 3,000,000 0 0
VAIL RESORTS INC COM 91879Q109   200,547,000 900,000 SH   DFND 1,2,3,4 900,000 0 0
VISA INC COM CL A 92826C839   53,025,200 190,000 SH   DFND 1,2,3,4 190,000 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   220,000,000 800,000 SH   DFND 1,2,3,4 800,000 0 0