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   2,482,384 16,840 SH   DFND 1,2,3 16,840 0 0
ALPHABET INC CAP STK CL A 02079K305   52,072,940 372,775 SH   DFND 1,2,3 372,775 0 0
AMAZON COM INC COM 023135106   87,395,888 575,200 SH   DFND 1,2,3 575,200 0 0
AMAZON COM INC COM 023135106   6,346,534 41,770 SH   DFND 2,3,6 41,770 0 0
APTIV PLC SHS G6095L109   3,965,624 44,200 SH   DFND 1,2,3 44,200 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   18,348,153 653,890 SH   DFND 1,2,3 653,890 0 0
BLACKROCK INC COM 09247X101   25,642,327 31,587 SH   DFND 1,2,3 31,587 0 0
BLACKROCK INC COM 09247X101   6,153,444 7,580 SH   DFND 2,3,6 7,580 0 0
BOEING CO COM 097023105   10,817,390 41,500 SH   DFND 1,2,3 41,500 0 0
BROADCOM INC COM 11135F101   5,899,381 5,285 SH   DFND 2,3,6 5,285 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   7,612,742 27,950 SH   DFND 2,3,6 27,950 0 0
CARLYLE GROUP INC COM 14316J108   19,551,545 480,500 SH   DFND 1,2,3 480,500 0 0
CITIZENS FINL GROUP INC COM 174610105   1,623,860 49,000 SH   DFND 1,2,3 49,000 0 0
DISNEY WALT CO COM 254687106   13,543,500 150,000 SH   DFND 1,2,3 150,000 0 0
EXXON MOBIL CORP COM 30231G102   10,128,374 101,304 SH   DFND 1,2,3 101,304 0 0
EXXON MOBIL CORP COM 30231G102   100,532,889 1,005,530 SH Call DFND 1,2,3 1,005,530 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   9,650,770 53,000 SH   DFND 1,2,3 53,000 0 0
INTUIT COM 461202103   8,156,642 13,050 SH   DFND 2,3,6 13,050 0 0
KKR & CO INC COM 48251W104   11,169,091 134,811 SH   DFND 1,2,3 134,811 0 0
LINDE PLC SHS G54950103   20,691,570 50,380 SH   DFND 1,2,3 50,380 0 0
LINDE PLC SHS G54950103   4,051,654 9,865 SH   DFND 2,3,6 9,865 0 0
LOWES COS INC COM 548661107   7,789,250 35,000 SH   DFND 1,2,3 35,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   15,439,360 256,000 SH   DFND 1,2,3 256,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   8,531,053 20,002 SH   DFND 2,3,6 20,002 0 0
MCDONALDS CORP COM 580135101   38,396,859 129,496 SH   DFND 1,2,3 129,496 0 0
META PLATFORMS INC CL A 30303M102   61,235,080 173,000 SH   DFND 1,2,3 173,000 0 0
META PLATFORMS INC CL A 30303M102   110,789,480 313,000 SH Call DFND 1,2,3 313,000 0 0
METLIFE INC COM 59156R108   2,208,742 33,400 SH   DFND 1,2,3 33,400 0 0
MICRON TECHNOLOGY INC COM 595112103   12,220,859 143,202 SH   DFND 1,2,3 143,202 0 0
MICROSOFT CORP COM 594918104   37,485,547 99,685 SH   DFND 1,2,3 99,685 0 0
MICROSOFT CORP COM 594918104   9,587,892 25,497 SH   DFND 2,3,6 25,497 0 0
MICROSOFT CORP COM 594918104   196,856,940 523,500 SH Call DFND 1,2,3 196,856,940 0 0
MONDELEZ INTL INC CL A 609207105   4,056,080 56,000 SH   DFND 1,2,3 56,000 0 0
MSCI INC COM 55354G100   27,004,131 47,740 SH   DFND 1,2,3 47,740 0 0
MSCI INC COM 55354G100   8,080,876 14,286 SH   DFND 2,3,6 14,286 0 0
NIKE INC CL B 654106103   651,420 6,000 SH   DFND 1,2,3 6,000 0 0
NVIDIA CORPORATION COM 67066G104   24,761,000 50,000 SH   DFND 1,2,3 50,000 0 0
PROCTER AND GAMBLE CO COM 742718109   4,696,607 32,050 SH   DFND 1,2,3 32,050 0 0
REPUBLIC SVCS INC COM 760759100   10,587,222 64,200 SH   DFND 2,3,6 64,200 0 0
S&P GLOBAL INC COM 78409V104   37,121,739 84,268 SH   DFND 1,2,3 84,268 0 0
S&P GLOBAL INC COM 78409V104   9,107,751 20,675 SH   DFND 2,3,6 20,675 0 0
SYNOPSYS INC COM 871607107   7,131,504 13,850 SH   DFND 2,3,6 13,850 0 0
TJX COS INC NEW COM 872540109   9,099,570 97,000 SH   DFND 1,2,3 97,000 0 0
TRADEWEB MKTS INC CL A 892672106   14,380,215 158,233 SH   DFND 1,2,3 158,233 0 0
VISA INC COM CL A 92826C839   9,112,250 35,000 SH   DFND 1,2,3 35,000 0 0
VISA INC COM CL A 92826C839   7,242,677 27,819 SH   DFND 2,3,6 27,819 0 0
WALMART INC COM 931142103   8,922,990 56,600 SH   DFND 1,2,3 56,600 0 0
WELLS FARGO CO NEW COM 949746101   2,239,510 45,500 SH   DFND 1,2,3 45,500 0 0
WESTERN DIGITAL CORP. COM 958102105   16,200,083 309,339 SH   DFND 1,2,3 309,339 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   5,389,458 253,264 SH   DFND 1,2,3 253,264 0 0
ZTO EXPRESS CAYMAN INC NOTE 1.500% 9/0 98980AAB1   4,000,000 4,000,000 PRN   DFND 1,2,3 4,000,000 0 0