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
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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
Vertiv Holdings Co COM 92537N108   37,060,130 453,779 SH   DFND   398,779 55,000 0
Amazon.Com Inc COM 023135106   17,858,521 99,005 SH   DFND   96,505 2,500 0
NVIDIA Corp COM 67066G104   15,234,021 16,860 SH   SOLE   16,860 0 0
Meta Platforms Inc CL A 30303M102   13,956,540 28,742 SH   DFND   27,742 1,000 0
Microsoft Corp COM 594918104   13,574,530 32,265 SH   DFND   30,015 2,250 0
Shift4 Payments Inc CL A 82452J109   9,043,859 136,883 SH   DFND   124,183 12,700 0
Marvell Technology Group Ltd COM 573874104   6,453,624 91,050 SH   SOLE   91,050 0 0
ServiceNow Inc COM 81762P102   5,811,012 7,622 SH   DFND   6,422 1,200 0
Vistra Corp COM 92840M102   5,572,000 80,000 SH   SOLE   80,000 0 0
Janus International Group Inc COM 47103N106   5,538,608 366,068 SH   DFND   286,625 79,443 0
Danaher Corp COM 235851102   5,393,952 21,600 SH   DFND   16,000 5,600 0
Eli Lilly and Co COM 532457108   5,056,740 6,500 SH   SOLE   6,500 0 0
IQVIA Holdings Inc COM 46266C105   4,486,774 17,742 SH   DFND   14,400 3,342 0
Thermo Fisher Scientific Inc COM 883556102   4,097,530 7,050 SH   DFND   5,500 1,550 0
Broadcom Inc COM 11135F101   3,976,230 3,000 SH   SOLE   3,000 0 0
Dell Technologies Inc CL C 24703L202   3,423,300 30,000 SH   SOLE   30,000 0 0
Novo Nordisk A/S SPONSORED ADS 670100205   2,876,160 22,400 SH   SOLE   22,400 0 0
Constellation Energy Corp COM 21037T109   2,772,750 15,000 SH   SOLE   15,000 0 0
Datadog Inc CL A 23804L103   2,607,960 21,100 SH   SOLE   21,100 0 0
Mongodb Inc CL A 60937P106   2,557,820 7,132 SH   SOLE   7,132 0 0
YPF SA SPONSORED ADS 984245100   2,178,000 110,000 SH   SOLE   110,000 0 0
Bausch Lomb Corp COM 071705107   2,101,448 121,471 SH   DFND   111,471 10,000 0
Advanced Micro Devices Inc COM 007903107   1,732,704 9,600 SH   SOLE   9,600 0 0
Federal National Mortgage Association PFD 313586752   1,596,000 400,000 SH   SOLE   400,000 0 0
Mirion Technologies Inc *W EXP 06/30/202 60471A119   1,572,076 701,820 SH   DFND   661,740 40,080 0
MasterCard Inc COM 57636Q104   1,492,867 3,100 SH   DFND   0 3,100 0
Take-Two Interactive Software Inc COM 874054109   1,476,733 9,945 SH   SOLE   9,945 0 0
Terran Orbital Corp CL A 88105P103   1,449,782 1,106,704 SH   SOLE   1,106,704 0 0
Arm Holdings Plc SPONSORED ADS 042068205   1,249,900 10,000 SH   SOLE   10,000 0 0
Ocular Therapeutix Inc COM 67576A100   1,046,500 115,000 SH   SOLE   115,000 0 0
Dyne Therapeutics Inc COM 26818M108   823,310 29,000 SH   SOLE   29,000 0 0
Janux Therapeutics Inc COM 47103J105   753,000 20,000 SH   SOLE   20,000 0 0
Keysight Technologies Inc COM 49338L103   570,422 3,650 SH   DFND   0 3,650 0
Freddie Mac PFD 313400624   567,000 150,000 SH   SOLE   150,000 0 0
Oric Pharmaceuticals Inc COM 68622P109   550,000 40,000 SH   SOLE   40,000 0 0
Grupo Financiero Galicia SA SPONSORED ADS 399909100   514,246 20,230 SH   SOLE   20,230 0 0
RTX Corp COM 75513E101   487,650 5,000 SH   DFND   0 5,000 0
HDFC Bank Ltd SPONSORED ADS 40415F101   363,805 6,500 SH   DFND   0 6,500 0
Abcellera Biologics Inc COM 00288U106   214,110 47,265 SH   SOLE   47,265 0 0