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
ALPHABET INC CAP STK CL C 02079K107   15,842,840 152,335 SH   DFND 1 0 152,335 0
BIO RAD LABS INC CL A 090572207   57,279,296 119,576 SH   DFND 1 0 119,576 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   15,647,865 1,257,867 SH   DFND 1 0 1,257,867 0
FIDELITY NATL INFORMATION SV COM 31620M106   41,453,355 762,992 SH   DFND 1 0 762,992 0
FRESHWORKS INC CLASS A COM 358054104   15,009,055 977,152 SH   DFND 1 0 977,152 0
GOLAR LNG LTD SHS G9456A100   28,840,234 1,335,196 SH   DFND 1 0 1,335,196 0
HCA HEALTHCARE INC COM 40412C101   31,346,015 118,879 SH   DFND 1 0 118,879 0
INVESCO QQQ TR UNIT SER 1 46090E103   41,868,849 130,461 SH   DFND 1,2 0 130,461 0
KIRBY CORP COM 497266106   26,573,543 381,256 SH   DFND 1 0 381,256 0
MICROSOFT CORP COM 594918104   42,288,709 146,683 SH   DFND 1 0 146,683 0
OPEN LENDING CORP COM CL A 68373J104   6,065,319 861,551 SH   DFND 1 0 861,551 0
RH COM 74967X103   14,164,137 58,157 SH   DFND 1 0 58,157 0
ROSS STORES INC COM 778296103   20,784,393 195,839 SH   DFND 1 0 195,839 0
WORKDAY INC CL A 98138H101   40,085,077 194,079 SH   DFND 1 0 194,079 0