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
ADVANCED MICRO DEVICES INC COM 007903107   9,024,500 50,000 SH   DFND 1,2,3 50,000 0 0
ALLURION TECHNOLOGIES INC COM SHS 02008G102   2,174,078 1,242,330 SH   DFND 1,2 0 0 1,242,330
ALPHABET INC CAP STK CL C 02079K107   16,748,600 110,000 SH   DFND 1,2,3 110,000 0 0
ALPHABET INC CAP STK CL A 02079K305   260,354,250 1,725,000 SH   DFND 1,2,3 1,725,000 0 0
AMAZON COM INC COM 023135106   169,196,440 938,000 SH   DFND 1,2,3 938,000 0 0
AMERICAN INTERNATIONAL GROUP I COM NEW 026874784   8,676,870 111,000 SH   DFND 1,2,3 111,000 0 0
AMERIPRISE FINANCIAL INC COM 03076C106   7,891,920 18,000 SH   DFND 1,2,3 18,000 0 0
ANALOG DEVICES INC COM 032654105   7,911,600 40,000 SH   DFND 1,2,3 40,000 0 0
ARCH CAPITAL GROUP LTD ORD G0450A105   5,731,280 62,000 SH   DFND 1,2,3 62,000 0 0
ARTHUR J GALLAGHER & CO COM 363576109   8,676,388 34,700 SH   DFND 1,2,3 34,700 0 0
AVANTOR INC COM 05352A100   5,625,400 220,000 SH   DFND 1,2,3 220,000 0 0
AVIDXCHANGE COM 05368X102   26,830,155 2,040,316 SH   DFND 1,2 0 0 2,040,316
BAXTER INTERNATIONAL INC COM 071813109   85,480,000 2,000,000 SH   DFND 1,2,3 2,000,000 0 0
BLACKROCK INC COM 09247X101   625,275,000 750,000 SH   DFND 1,2,3 750,000 0 0
BOEING CO COM 097023105   125,443,500 650,000 SH   DFND 1,2,3 650,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   159,273,495 2,325,500 SH   DFND 1,2,3 2,325,500 0 0
BRIGHTSPRING HEALTH SERVICES I COM 10950A106   12,930,441 1,189,553 SH   DFND 1,2,3 1,189,553 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   5,813,540 2,000 SH   DFND 1,2,3 2,000 0 0
DYNATRACE INC COM NEW 268150109   3,947,400 85,000 SH   DFND 1,2,3 85,000 0 0
ELECTRONIC ARTS INC COM 285512109   8,623,550 65,000 SH   DFND 1,2,3 65,000 0 0
ELEVANCE HEALTH INC COM 036752103   11,511,588 22,200 SH   DFND 1,2,3 22,200 0 0
ENERGY SELECT SECTOR SPDR FUND ENERGY 81369Y506   13,217,400 140,000 SH   DFND 1,2,3 140,000 0 0
FINANCIAL SELECT SECTOR SPDR TR FINANCIAL 81369Y605   8,424,000 200,000 SH   DFND 1,2,3 200,000 0 0
GINKGO BIOWORKS CL A SHS 37611X100   2,122,805 1,830,004 SH   DFND 1,2 0 0 1,830,004
GRAB HOLDINGS LTD CLASS A ORD G4124C109   12,419,739 3,955,331 SH   DFND 1,2 0 0 3,955,331
HDFC BANK LTD SPONSORED ADS 40415F101   9,514,900 170,000 SH   DFND 1,2,3 170,000 0 0
HONEYWELL INTERNATIONAL INC COM 438516106   656,800,000 3,200,000 SH   DFND 1,2,3 3,200,000 0 0
INTERNATIONAL BUSINESS MACHINE COM 459200101   222,468,400 1,165,000 SH   DFND 1,2,3 1,165,000 0 0
INTUIT INC COM 461202103   624,000,000 960,000 SH   DFND 1,2,3 960,000 0 0
JPMORGAN CHASE & CO COM 46625H100   1,136,702,500 5,675,000 SH   DFND 1,2,3 5,675,000 0 0
KINETIK HOLDINGS COM NEW CL A 02215L209   57,182,750 1,434,230 SH   DFND 1,2 0 0 1,434,230
KKR & CO INC COM 48251W104   6,235,960 62,000 SH   DFND 1,2,3 62,000 0 0
LINDE PLC SHS G54950103   176,209,440 379,500 SH   DFND 1,2,3 379,500 0 0
MASTERCARD INC CL A 57636Q104   16,854,950 35,000 SH   DFND 1,2,3 35,000 0 0
META PLATFORMS INC CL A 30303M102   4,855,800 10,000 SH   DFND 1,2,3 10,000 0 0
MICROSOFT CORP COM 594918104   457,638,180 1,087,750 SH   DFND 1,2,3 1,087,750 0 0
MORGAN STANLEY COM NEW 617446448   183,612,000 1,950,000 SH   DFND 1,2,3 1,950,000 0 0
NOVO NORDISK A S ADR 670100205   12,519,000 97,500 SH   DFND 1,2,3 97,500 0 0
NVIDIA CORP COM 67066G104   11,068,610 12,250 SH   DFND 1,2,3 12,250 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107   6,999,056 6,200 SH   DFND 1,2,3 6,200 0 0
PFIZER INC COM 717081103   351,037,500 12,650,000 SH   DFND 1,2,3 12,650,000 0 0
PROCTER & GAMBLE CO COM 742718109   7,139,000 44,000 SH   DFND 1,2,3 44,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   6,249,029 21,450 SH   DFND 1,2,3 21,450 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   151,850,000 5,000,000 SH   DFND 1,2,4 0 0 5,000,000
S&P GLOBAL INC COM 78409V104   723,265,000 1,700,000 SH   DFND 1,2,3 1,700,000 0 0
SALESFORCE INC COM 79466L302   147,804,085 490,750 SH   DFND 1,2,3 490,750 0 0
SCHLUMBERGER NV COM STK 806857108   76,734,000 1,400,000 SH   DFND 1,2,3 1,400,000 0 0
SEA LTD SPONSORD ADS 81141R100   46,996,250 875,000 SH   DFND 1,2,3 875,000 0 0
SONDER HOLDINGS INC CL A NEW 83542D300   383,832 129,673 SH   DFND 1,2 0 0 129,673
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   14,285,250 105,000 SH   DFND 1,2,3 105,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   813,694,000 1,400,000 SH   DFND 1,2,3 1,400,000 0 0
TJX COS INC COM 872540109   115,872,350 1,142,500 SH   DFND 1,2,3 1,142,500 0 0
TRANSUNION COM 89400J107   133,226,100 1,669,500 SH   DFND 1,2,3 1,669,500 0 0
TRINITY PLACE HOLDINGS INC COM 89656D101   222,450 1,483,000 SH   DFND 1,2,3 1,483,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   211,731,600 428,000 SH   DFND 1,2,3 428,000 0 0
US FOODS HOLDING CORP COM 912008109   16,191,000 300,000 SH   DFND 1,2,3 300,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   9,196,220 22,000 SH   DFND 1,2,3 22,000 0 0
VISA INC COM CL A 92826C839   407,456,800 1,460,000 SH   DFND 1,2,3 1,460,000 0 0
WALMART INC COM 931142103   14,440,800 240,000 SH   DFND 1,2,3 240,000 0 0
WALT DISNEY CO COM 254687106   355,088,720 2,902,000 SH   DFND 1,2,3 2,902,000 0 0
WELLS FARGO & CO COM 949746101   11,881,800 205,000 SH   DFND 1,2,3 205,000 0 0
WORKDAY INC CL A 98138H101   327,300,000 1,200,000 SH   DFND 1,2,3 1,200,000 0 0
ZOETIS INC CL A 98978V103   769,905,500 4,550,000 SH   DFND 1,2,3 4,550,000 0 0