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
APPLE INC COM 037833100 17,603 152,000 SH   DFND 1,2,3 152,000 0 0
ABBVIE INC COM 00287Y109 14,890 170,000 SH   DFND 1,2,3 170,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,433 7,000 SH   DFND 1,2,3 7,000 0 0
ANALOG DEVICES INC COM 032654105 17,511 150,000 SH   DFND 1,2,3 150,000 0 0
AES CORP COM 00130H105 25,626 1,415,000 SH   DFND 1,2,3 1,415,000 0 0
AMAZON COM INC COM 023135106 99,815 31,700 SH   DFND 1,2,3 31,700 0 0
AIR PRODS & CHEMS INC COM 009158106 2,904 9,750 SH   DFND 1,2,3 9,750 0 0
BROADCOM INC COM 11135F101 7,133 19,580 SH   DFND 1,2,3 19,580 0 0
AXALTA COATING SYS LTD COM G0750C108 998 45,000 SH   DFND 1,2,3 45,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 49,242 167,500 SH   DFND 1,2,3 167,500 0 0
BERRY GLOBAL GROUP INC COM 08579W103 1,498 31,000 SH   DFND 1,2,3 31,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 4,561 30,000 SH   DFND 1,2,3 30,000 0 0
BAIDU INC SPON ADR REP A 056752108 3,038 24,000 SH   DFND 1,2,3 24,000 0 0
BLACKROCK INC COM 09247X101 29,136 51,700 SH   DFND 1,2,3 51,700 0 0
BALL CORP COM 058498106 2,660 32,000 SH   DFND 1,2,3 32,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 10,699 280,000 SH   DFND 1,2,3 280,000 0 0
BOSTON PROPERTIES INC COM 101121101 36,015 448,508 SH   DFND 1,2,3 448,508 0 0
CROWN HLDGS INC COM 228368106 2,998 39,000 SH   DFND 1,2,3 39,000 0 0
CHEWY INC CL A 16679L109 8,773 160,000 SH   DFND 1,2,3 160,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,037 4,050 SH   DFND 1,2,3 4,050 0 0
SALESFORCE COM INC COM 79466L302 6,329 25,184 SH   DFND 1,2,3 25,184 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 16,819 550,000 SH   DFND 1,2,3 550,000 0 0
DISCOVER FINL SVCS COM 254709108 15,601 270,000 SH   DFND 1,2,3 270,000 0 0
DANAHER CORPORATION COM 235851102 10,767 50,000 SH   DFND 1,2,3 50,000 0 0
DISNEY WALT CO COM DISNEY 254687106 17,743 143,000 SH   DFND 1,2,3 143,000 0 0
DEXCOM INC COM 252131107 10,512 25,500 SH   DFND 1,2,3 25,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 2,374 85,000 SH   DFND 1,2,3 85,000 0 0
FACEBOOK INC CL A 30303M102 52,420 200,151 SH   DFND 1,2,3 200,151 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,630 360,000 SH   DFND 1,2,3 360,000 0 0
FISERV INC COM 337738108 20,550 199,421 SH   DFND 1,2,3 199,421 0 0
FRANCO NEV CORP COM 351858105 977 7,000 SH   DFND 1,2,3 7,000 0 0
FRESHPET INC COM 358039105 4,689 42,000 SH   DFND 1,2,3 42,000 0 0
GENERAL ELECTRIC CO COM 369604103 10,591 1,700,000 SH   DFND 1,2,3 1,700,000 0 0
ALPHABET INC CAP STK CL A 02079K305 73,720 50,300 SH   DFND 1,2,3 50,300 0 0
GLOBAL PMTS INC COM 37940X102 21,310 120,000 SH   DFND 1,2,3 120,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 10,665 125,000 SH   DFND 1,2,3 125,000 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 4,032 604,454 SH   DFND 1,2,3 604,454 0 0
KEURIG DR PEPPER INC COM 49271V100 14,334 519,341 SH   DFND 1,2,3,4 519,341 0 0
KKR & CO INC COM 48251W104 24,672 718,461 SH   DFND 1,2,3 718,461 0 0
COCA COLA CO COM 191216100 14,811 300,000 SH   DFND 1,2,3 300,000 0 0
LI AUTO INC SPONSORED ADS 50202M102 2,087 120,000 SH   DFND 1,2,3 120,000 0 0
LOWES COS INC COM 548661107 7,795 47,000 SH   DFND 1,2,3 47,000 0 0
LULULEMON ATHLETICA INC COM 550021109 15,810 48,000 SH   DFND 1,2,3 48,000 0 0
SOUTHWEST AIRLS CO COM 844741108 5,625 150,000 SH   DFND 1,2,3 150,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 16,909 50,000 SH   DFND 1,2,3 50,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 5,138 50,000 SH   DFND 1,2,3 50,000 0 0
MONDELEZ INTL INC CL A 609207105 5,171 90,000 SH   DFND 1,2,3 90,000 0 0
MEDTRONIC PLC SHS G5960L103 19,531 187,939 SH   DFND 1,2,3 187,939 0 0
MSCI INC COM 55354G100 22,656 63,500 SH   DFND 1,2,3 63,500 0 0
MICROSOFT CORP COM 594918104 73,132 347,700 SH   DFND 1,2,3 347,700 0 0
NEXTERA ENERGY INC COM 65339F101 17,209 62,000 SH   DFND 1,2,3 62,000 0 0
NETFLIX INC COM 64110L106 25,302 50,600 SH   DFND 1,2,3 50,600 0 0
NIU TECHNOLOGIES ADS 65481N100 1,920 100,000 SH   DFND 1,2,3 100,000 0 0
SERVICENOW INC COM 81762P102 2,026 4,177 SH   DFND 1,2,3 4,177 0 0
NVIDIA CORPORATION COM 67066G104 11,907 22,000 SH   DFND 1,2,3 22,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 34,947 280,000 SH   DFND 1,2,3 280,000 0 0
PROCTER AND GAMBLE CO COM 742718109 4,031 29,000 SH   DFND 1,2,3 29,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 23,809 2,506,181 SH   DFND 1,2,3,4 2,506,181 0 0
INSULET CORP COM 45784P101 6,625 28,000 SH   DFND 1,2,3 28,000 0 0
SEA LTD SPONSORD ADS 81141R100 7,280 47,258 SH   DFND 1,2,3 47,258 0 0
SHERWIN WILLIAMS CO COM 824348106 5,668 8,135 SH   DFND 1,2,3 8,135 0 0
SIMON PPTY GROUP INC NEW COM 828806109 3,234 50,000 SH   DFND 1,2,3 50,000 0 0
S&P GLOBAL INC COM 78409V104 26,865 74,500 SH   DFND 1,2,3 74,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,911 12,000 SH   DFND 1,2,3 12,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 17,168 656,000 SH   DFND 1,2,3 656,000 0 0
STRYKER CORPORATION COM 863667101 9,585 46,000 SH   DFND 1,2,3 46,000 0 0
SYSCO CORP COM 871829107 27,750 446,000 SH   DFND 1,2,3 446,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 8,593 113,000 SH   DFND 1,2,3 113,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14,570 33,000 SH   DFND 1,2,3 33,000 0 0
TESLA INC COM 88160R101 5,406 12,600 SH   DFND 1,2,3 12,600 0 0
UNITED AIRLS HLDGS INC COM 910047109 8,688 250,000 SH   DFND 1,2,3 250,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 9,120 250,000 SH   DFND 1,2,3 250,000 0 0
VISA INC COM CL A 92826C839 15,398 77,000 SH   DFND 1,2,3 77,000 0 0
VIACOMCBS INC CL B 92556H206 1,862 66,474 SH   DFND 1,2,3 66,474 0 0
VULCAN MATLS CO COM 929160109 1,491 11,000 SH   DFND 1,2,3 11,000 0 0
VMWARE INC CL A COM 928563402 1,315 9,151 SH   DFND 1,2,3 9,151 0 0
WASTE MGMT INC DEL COM 94106L109 5,772 51,000 SH   DFND 1,2,3 51,000 0 0
XPENG INC ADS 98422D105 2,408 120,000 SH   DFND 1,2,3 120,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 9,258 68,000 SH   DFND 1,2,3 68,000 0 0
ZOETIS INC CL A 98978V103 19,853 120,052 SH   DFND 1,2,3 120,052 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 1,109 24,700 SH   DFND 3 24,700 0 0
ISHARES INC MSCI STH KOR ETF 464286772 1,013 15,500 SH   DFND 3 15,500 0 0
ISHARES TR MSCI INDIA ETF 46429B598 372 11,000 SH   DFND 3 11,000 0 0
ISHARES TR JPMORGAN USD EMG 464288281 3,992 36,000 SH   DFND 2,3,6 36,000 0 0