The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 11,068,200 | 78,000 | SH | DFND | 1,2 | 78,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 6,321,284 | 28,813 | SH | DFND | 1,2 | 28,813 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM SHS | 040413205 | 13,402,610 | 131,000 | SH | DFND | 1,2 | 131,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 10,000,748 | 2,694 | SH | DFND | 1,2 | 2,694 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 8,961,600 | 24,000 | SH | DFND | 1,2 | 24,000 | 0 | 0 | ||
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | 9,120,540 | 33,000 | SH | DFND | 1,2 | 33,000 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 7,892,741 | 10,125 | SH | DFND | 1,2 | 10,125 | 0 | 0 | ||
| GE AEROSPACE | COM NEW | 369604301 | 9,062,187 | 35,208 | SH | DFND | 1,2 | 35,208 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 6,725,497 | 12,710 | SH | DFND | 1,2 | 12,710 | 0 | 0 | ||
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 6,483,670 | 1,289,000 | SH | DFND | 1,3 | 1,289,000 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 7,507,646 | 76,593 | SH | DFND | 1,3 | 76,593 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 9,605,960 | 98,000 | SH | DFND | 1,2 | 98,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 9,413,057 | 16,751 | SH | DFND | 1,2 | 16,751 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 13,502,931 | 85,467 | SH | DFND | 1,2 | 85,467 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 7,092,051 | 13,450 | SH | DFND | 1,2 | 13,450 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 3,102,836 | 19,400 | SH | DFND | 1,3 | 19,400 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 10,689,378 | 20,850 | SH | DFND | 1,2 | 20,850 | 0 | 0 | ||
| TRADEWEB MKTS INC | CL A | 892672106 | 9,633,120 | 65,800 | SH | DFND | 1,2 | 65,800 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 10,287,238 | 105,208 | SH | DFND | 1,2 | 105,208 | 0 | 0 | ||