The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 4,107,800 | 76,000 | SH | DFND | 1,2,3 | 76,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 2,278,200 | 20,000 | SH | DFND | 1,2,3 | 20,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 25,137,000 | 210,000 | SH | DFND | 1,2,3 | 210,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 28,222,940 | 216,500 | SH | DFND | 1,2,3 | 216,500 | 0 | 0 | ||
| AMCOR PLC | ORD | G0250X107 | 4,768,444 | 477,800 | SH | DFND | 2,3,6 | 477,800 | 0 | 0 | ||
| AUTOHOME INC | SP ADS RP CL A | 05278C107 | 19,067,432 | 653,890 | SH | DFND | 1,2,3 | 653,890 | 0 | 0 | ||
| BLACKROCK INC | COM | 09247X101 | 11,759,747 | 17,015 | SH | DFND | 1,2,3 | 17,015 | 0 | 0 | ||
| BLACKROCK INC | COM | 09247X101 | 6,220,260 | 9,000 | SH | DFND | 2,3,6 | 9,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 21,116,000 | 100,000 | SH | DFND | 1,2,3 | 100,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 8,830,079 | 3,270 | SH | DFND | 1,2,3 | 3,270 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 912,800 | 35,000 | SH | DFND | 1,2,3 | 35,000 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 6,254,640 | 72,000 | SH | DFND | 2,3,6 | 72,000 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 7,711,704 | 71,904 | SH | DFND | 1,2,3 | 71,904 | 0 | 0 | ||
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 13,185,200 | 340,000 | SH | DFND | 1,2,3 | 340,000 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 8,226,400 | 146,900 | SH | DFND | 1,2,3 | 146,900 | 0 | 0 | ||
| LINDE PLC | SHS | G54950103 | 5,136,958 | 13,480 | SH | DFND | 1,2,3 | 13,480 | 0 | 0 | ||
| LINDE PLC | SHS | G54950103 | 5,192,215 | 13,625 | SH | DFND | 2,3,6 | 13,625 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 4,829,980 | 21,400 | SH | DFND | 1,2,3 | 21,400 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 5,978,000 | 100,000 | SH | DFND | 1,2,3 | 100,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 41,304,719 | 138,416 | SH | DFND | 1,2,3 | 138,416 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 45,219,726 | 157,571 | SH | DFND | 1,2,3 | 157,571 | 0 | 0 | ||
| METLIFE INC | COM | 59156R108 | 1,435,862 | 25,400 | SH | DFND | 1,2,3 | 25,400 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 567,990 | 9,000 | SH | DFND | 1,2,3 | 9,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 64,804,421 | 190,299 | SH | DFND | 1,2,3 | 190,299 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 4,959,920 | 68,000 | SH | DFND | 1,2,3 | 68,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 24,450,009 | 52,100 | SH | DFND | 1,2,3 | 52,100 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 4,223,610 | 9,000 | SH | DFND | 2,3,6 | 9,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 2,097,030 | 19,000 | SH | DFND | 1,2,3 | 19,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 16,920,800 | 40,000 | SH | DFND | 1,2,3 | 40,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 7,921,577 | 31,003 | SH | DFND | 1,2,3 | 31,003 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 41,842,305 | 275,750 | SH | DFND | 1,2,3 | 275,750 | 0 | 0 | ||
| REPUBLIC SVCS INC | COM | 760759100 | 3,997,737 | 26,100 | SH | DFND | 2,3,6 | 26,100 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 38,044,461 | 94,900 | SH | DFND | 1,2,3 | 94,900 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 2,459,561 | 42,377 | SH | DFND | 1,2,3 | 42,377 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 4,466,230 | 16,600 | SH | DFND | 2,3,6 | 16,600 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 1,113,000 | 15,000 | SH | DFND | 1,2,3 | 15,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 25,776,160 | 304,000 | SH | DFND | 1,2,3 | 304,000 | 0 | 0 | ||
| TRADEWEB MKTS INC | CL A | 892672106 | 23,824,192 | 347,900 | SH | DFND | 1,2,3 | 347,900 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 16,730,000 | 478,000 | SH | DFND | 1,2,3 | 478,000 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 10,682,507 | 22,700 | SH | DFND | 1,2,3 | 22,700 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 8,169,312 | 34,400 | SH | DFND | 1,2,3 | 34,400 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 31,373,128 | 199,600 | SH | DFND | 1,2,3 | 199,600 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 7,946,908 | 55,600 | SH | DFND | 2,3,6 | 55,600 | 0 | 0 | ||
| WASTE MGMT INC DEL | COM | 94106L109 | 7,561,112 | 43,600 | SH | DFND | 2,3,6 | 43,600 | 0 | 0 | ||
| WEIBO CORP | SPONSORED ADR | 948596101 | 2,622,000 | 200,000 | SH | DFND | 1,2,3 | 200,000 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 1,941,940 | 45,500 | SH | DFND | 1,2,3 | 45,500 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 11,776,750 | 85,000 | SH | DFND | 1,2,3 | 85,000 | 0 | 0 | ||