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 A 02079K305   10,373,000 100,000 SH   DFND 1,2,3 100,000 0 0
AMAZON COM INC COM 023135106   71,181,890 689,146 SH   DFND 1,2,3 689,146 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   25,902,098 773,890 SH   DFND 1,2,3 773,890 0 0
BATH & BODY WORKS INC COM 070830104   2,706,920 74,000 SH   DFND 1,2,3 74,000 0 0
BEIGENE LTD SPONSORED ADR 07725L102   1,077,650 5,000 SH   DFND 1,2,3 5,000 0 0
BLACKROCK INC COM 09247X101   10,916,693 16,315 SH   DFND 1,2,3 16,315 0 0
BOEING CO COM 097023105   21,243,000 100,000 SH   DFND 1,2,3 100,000 0 0
BOOKING HOLDINGS INC COM 09857L108   9,283,435 3,500 SH   DFND 1,2,3 3,500 0 0
CITIZENS FINL GROUP INC COM 174610105   1,047,765 34,500 SH   DFND 1,2,3 34,500 0 0
DATADOG INC CL A COM 23804L103   5,086,200 70,000 SH   DFND 1,2,3 70,000 0 0
DISNEY WALT CO COM 254687106   3,077,996 30,740 SH   DFND 1,2,3 30,740 0 0
DOLLAR GEN CORP NEW COM 256677105   34,431,256 163,600 SH   DFND 1,2,3 163,600 0 0
EXXON MOBIL CORP COM 30231G102   8,433,293 76,904 SH   DFND 1,2,3 76,904 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   4,306,947 43,850 SH   DFND 1,2,3 43,850 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   16,751,160 342,000 SH   DFND 1,2,3 342,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   7,677,415 54,500 SH   DFND 1,2,3 54,500 0 0
ICLICK INTERACTIVE ASIA GROU SPON ADS NEW 45113Y203   260,508 71,793 SH   DFND 1,2,3 71,793 0 0
JOHNSON & JOHNSON COM 478160104   7,750,000 50,000 SH   DFND 1,2,3 50,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   5,742,398 301,755 SH   DFND 1,2,3 301,755 0 0
KKR & CO INC COM 48251W104   9,343,308 177,900 SH   DFND 1,2,3 177,900 0 0
LAUDER ESTEE COS INC CL A 518439104   28,712,590 116,500 SH   DFND 1,2,3 116,500 0 0
LINDE PLC SHS G54950103   8,175,120 23,000 SH   DFND 1,2,3 23,000 0 0
LOWES COS INC COM 548661107   20,376,943 101,900 SH   DFND 1,2,3 101,900 0 0
MARVELL TECHNOLOGY INC COM 573874104   7,361,000 170,000 SH   DFND 1,2,3 170,000 0 0
META PLATFORMS INC CL A 30303M102   59,888,098 282,571 SH   DFND 1,2,3 282,571 0 0
METLIFE INC COM 59156R108   1,181,976 20,400 SH   DFND 1,2,3 20,400 0 0
MICROSOFT CORP COM 594918104   56,304,702 195,299 SH   DFND 1,2,3 195,299 0 0
MONGODB INC CL A 60937P106   5,828,000 25,000 SH   DFND 1,2,3 25,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   7,021,300 130,000 SH   DFND 1,2,3 130,000 0 0
MSCI INC COM 55354G100   39,290,238 70,200 SH   DFND 1,2,3 70,200 0 0
NIKE INC CL B 654106103   30,966,600 252,500 SH   DFND 1,2,3 252,500 0 0
PALO ALTO NETWORKS INC COM 697435105   8,988,300 45,000 SH   DFND 1,2,3 45,000 0 0
PEPSICO INC COM 713448108   4,375,200 24,000 SH   DFND 1,2,3 24,000 0 0
PINTEREST INC CL A 72352L106   556,308 20,400 SH   DFND 1,2,3 20,400 0 0
PROCTER AND GAMBLE CO COM 742718109   9,516,160 64,000 SH   DFND 1,2,3 64,000 0 0
ROSS STORES INC COM 778296103   2,865,510 27,000 SH   DFND 1,2,3 27,000 0 0
S&P GLOBAL INC COM 78409V104   30,891,392 89,600 SH   DFND 1,2,3 89,600 0 0
SEA LTD SPONSORD ADS 81141R100   3,667,729 42,377 SH   DFND 1,2,3 42,377 0 0
STARBUCKS CORP COM 855244109   6,664,320 64,000 SH   DFND 1,2,3 64,000 0 0
SYSCO CORP COM 871829107   5,498,776 71,200 SH   DFND 1,2,3 71,200 0 0
TDCX INC ADS 87190U100   503,224 56,542 SH   DFND 1,2,3 56,542 0 0
TJX COS INC NEW COM 872540109   3,056,040 39,000 SH   DFND 1,2,3 39,000 0 0
TRADEWEB MKTS INC CL A 892672106   16,041,060 203,000 SH   DFND 1,2,3 203,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   20,153,450 535,000 SH   DFND 1,2,3 535,000 0 0
VISA INC COM CL A 92826C839   7,755,824 34,400 SH   DFND 1,2,3 34,400 0 0
WALMART INC COM 931142103   11,073,495 75,100 SH   DFND 1,2,3 75,100 0 0
WEIBO CORP SPONSORED ADR 948596101   7,021,000 350,000 SH   DFND 1,2,3 350,000 0 0
WELLS FARGO CO NEW COM 949746101   12,354,090 330,500 SH   DFND 1,2,3 330,500 0 0
YUM BRANDS INC COM 988498101   10,170,160 77,000 SH   DFND 1,2,3 77,000 0 0
ZSCALER INC COM 98980G102   8,178,100 70,000 SH   DFND 1,2,3 70,000 0 0
AMCOR PLC ORD G0250X107   5,437,364 477,800 SH   DFND 2,3,6 477,800 0 0
CROWN HLDGS INC COM 228368106   7,865,721 95,100 SH   DFND 2,3,6 95,100 0 0
MSCI INC COM 55354G100   8,966,234 16,020 SH   DFND 2,3,6 16,020 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   3,404,240 11,200 SH   DFND 2,3,6 11,200 0 0
WASTE CONNECTIONS INC COM 94106B101   8,872,666 63,800 SH   DFND 2,3,6 63,800 0 0
WASTE MGMT INC DEL COM 94106L109   8,354,304 51,200 SH   DFND 2,3,6 51,200 0 0