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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANALOG DEVICES INC COM 032654105 178,032 1,148,000 SH   DFND 1 1,148,000 0 0
ANTHEM INC COM 036752103 94,186 262,392 SH   DFND 1 262,392 0 0
AUTOZONE INC COM 053332102 189,523 134,959 SH   DFND 1 134,959 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 122,117 2,892,396 SH   DFND 1 2,892,396 0 0
CENTENE CORP DEL COM 15135B101 104,607 1,636,784 SH   DFND 1 1,636,784 0 0
COMCAST CORP NEW CL A 20030N101 165,305 3,054,975 SH   DFND 1 3,054,975 0 0
ICICI BANK LIMITED ADR 45104G104 1,557 97,150 SH   SOLE   97,150 0 0
ICICI BANK LIMITED ADR 45104G104 88,325 5,510,000 SH   DFND 1 5,510,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,558 83,200 SH   SOLE   83,200 0 0
MICRON TECHNOLOGY INC COM 595112103 178,361 2,022,000 SH   DFND 1 2,022,000 0 0
MODERNA INC COM 60770K107 101,912 778,255 SH   SOLE   778,255 0 0
MODERNA INC COM 60770K107 723,342 5,523,801 SH   DFND 1 5,523,801 0 0
T-MOBILE US INC COM 872590104 272,662 2,176,245 SH   DFND 1 2,176,245 0 0
WELLS FARGO CO NEW COM 949746101 766,860 19,627,847 SH   DFND 1 19,627,847 0 0