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
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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
ADVANCED MICRO DEVICES INC COM 007903107   176,892,000 1,200,000 SH   DFND 1,2,3,4 1,200,000 0 0
AERCAP HOLDINGS NV SHS N00985106   51,993,083 699,584 SH   DFND 1,2,3,4 699,584 0 0
AMETEK INC COM 031100100   115,423,000 700,000 SH   DFND 1,2,3,4 700,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   19,790,000 500,000 SH   DFND 1,2,3,4 500,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   225,369,000 1,350,000 SH   DFND 1,2,3,4 1,350,000 0 0
CBRE GROUP INC CL A 12504L109   105,191,700 1,130,000 SH   DFND 1,2,3,4 1,130,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   236,400,000 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   129,747,900 1,110,000 SH   DFND 1,2,3,4 1,110,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   55,828,181 5,169,276 SH   DFND 1,2,3,4 5,169,276 0 0
D R HORTON INC COM 23331A109   36,475,200 240,000 SH   DFND 1,2,3,4 240,000 0 0
DISCOVER FINL SVCS COM 254709108   247,280,000 2,200,000 SH   DFND 1,2,3,4 2,200,000 0 0
ENTEGRIS INC COM 29362U104   209,685,000 1,750,000 SH   DFND 1,2,3,4 1,750,000 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   13,590,000 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100   45,746,341 4,077,214 SH   DFND 1,2,3,4 4,077,214 0 0
FERGUSON PLC NEW SHS G3421J106   96,535,000 500,000 SH   DFND 1,2,3,4 500,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   240,280,000 4,000,000 SH   DFND 1,2,3,4 4,000,000 0 0
FIRST SOLAR INC COM 336433107   51,684,000 300,000 SH   DFND 1,2,3,4 300,000 0 0
HENRY SCHEIN INC COM 806407102   90,852,000 1,200,000 SH   DFND 1,2,3,4 1,200,000 0 0
HUBBELL INC COM 443510607   32,893,000 100,000 SH   DFND 1,2,3,4 100,000 0 0
JONES LANG LASALLE INC COM 48020Q107   113,322,000 600,000 SH   DFND 1,2,3,4 600,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   204,561,000 900,000 SH   DFND 1,2,3,4 900,000 0 0
LCI INDS COM 50189K103   12,571,000 100,000 SH   DFND 1,2,3,4 100,000 0 0
LENNAR CORP CL A 526057104   47,692,800 320,000 SH   DFND 1,2,3,4 320,000 0 0
LPL FINL HLDGS INC COM 50212V100   43,247,800 190,000 SH   DFND 1,2,3,4 190,000 0 0
MICROSOFT CORP COM 594918104   188,020,000 500,000 SH   DFND 1,2,3,4 500,000 0 0
NETFLIX INC COM 64110L106   48,688,000 100,000 SH   DFND 1,2,3,4 100,000 0 0
NEW YORK TIMES CO CL A 650111107   24,495,000 500,000 SH   DFND 1,2,3,4 500,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   23,636,000 400,000 SH   DFND 1,2,3,4 400,000 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   67,380,000 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
PENTAIR PLC SHS G7S00T104   36,355,000 500,000 SH   DFND 1,2,3,4 500,000 0 0
PROGRESSIVE CORP COM 743315103   167,244,000 1,050,000 SH   DFND 1,2,3,4 1,050,000 0 0
QIAGEN NV SHS NEW N72482123   86,860,000 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
QUANTA SVCS INC COM 74762E102   21,580,000 100,000 SH   DFND 1,2,3,4 100,000 0 0
SYNCHRONY FINANCIAL COM 87165B103   190,950,000 5,000,000 SH   DFND 1,2,3,4 5,000,000 0 0
TANGO THERAPEUTICS INC COM 87583X109   52,239,320 5,276,699 SH   DFND 1,2,3,4 5,276,699 0 0
TEMPUR SEALY INTL INC COM 88023U101   160,555,500 3,150,000 SH   DFND 1,2,3,4 3,150,000 0 0
THOR INDS INC COM 885160101   41,982,889 355,035 SH   DFND 1,2,3,4 355,035 0 0
TOLL BROTHERS INC COM 889478103   20,558,000 200,000 SH   DFND 1,2,3,4 200,000 0 0
TWILIO INC CL A 90138F102   189,675,000 2,500,000 SH   DFND 1,2,3,4 2,500,000 0 0
U HAUL HOLDING COMPANY COM 023586100   10,770,000 150,000 SH   DFND 1,2,3,4 150,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   53,709,091 762,480 SH   DFND 1,2,3,4 762,480 0 0
UBER TECHNOLOGIES INC COM 90353T100   184,710,000 3,000,000 SH   DFND 1,2,3,4 3,000,000 0 0
VAIL RESORTS INC COM 91879Q109   240,153,750 1,125,000 SH   DFND 1,2,3,4 1,125,000 0 0
VISA INC COM CL A 92826C839   49,466,500 190,000 SH   DFND 1,2,3,4 190,000 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   192,960,000 800,000 SH   DFND 1,2,3,4 800,000 0 0