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
ABBOTT LABS COM 002824100 30,541 217,000 SH   DFND 1,2,3 217,000 0 0
ABBVIE INC COM 00287Y109 28,434 210,000 SH   DFND 1,2,3 210,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,439 10,000 SH   DFND 1,2,3 10,000 0 0
AIR PRODS & CHEMS INC COM 009158106 43,205 142,000 SH   DFND 1,2,3 142,000 0 0
ALASKA AIR GROUP INC COM 011659109 18,235 350,000 SH   DFND 1,2,3 350,000 0 0
ALPHABET INC CAP STK CL A 02079K305 158,891 54,846 SH   DFND 1,2,3 54,846 0 0
AMAZON COM INC COM 023135106 87,693 26,300 SH   DFND 1,2,3 26,300 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 27,838 1,550,000 SH   DFND 1,2,3 1,550,000 0 0
AVERY DENNISON CORP COM 053611109 9,529 44,000 SH   DFND 1,2,3 44,000 0 0
BEIGENE LTD SPONSORED ADR 07725L102 1,355 5,000 SH   DFND 1,2,3 5,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 5,165 70,000 SH   DFND 1,2,3 70,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 7,478 84,646 SH   DFND 1,2,3 84,646 0 0
BK OF AMERICA CORP COM 060505104 30,698 690,000 SH   DFND 1,2,3 690,000 0 0
BLACKROCK INC COM 09247X101 9,064 9,900 SH   DFND 1,2,3 9,900 0 0
BOEING CO COM 097023105 46,304 230,000 SH   DFND 1,2,3 230,000 0 0
BOOKING HOLDINGS INC COM 09857L108 27,831 11,600 SH   DFND 1,2,3 11,600 0 0
BROADCOM INC COM 11135F101 3,048 4,580 SH   DFND 1,2,3 4,580 0 0
CARLYLE GROUP INC COM 14316J108 16,745 305,000 SH   DFND 1,2,3 305,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 18,134 48,128 SH   DFND 1,2,3 48,128 0 0
COMCAST CORP NEW CL A 20030N101 2,898 57,587 SH   DFND 1,2,3 57,587 0 0
CROWN HLDGS INC COM 228368106 8,850 80,000 SH   DFND 1,2,3 80,000 0 0
CSX CORP COM 126408103 5,640 150,000 SH   DFND 1,2,3 150,000 0 0
DANAHER CORPORATION COM 235851102 14,805 45,000 SH   DFND 1,2,3 45,000 0 0
DELTA AIR LINES INC DEL CALL 247361902 89 1,120,000 SH Call DFND 1,2,3 0 0 0
DIDI GLOBAL INC SPONSORED ADS 23292E108 5,976 1,200,000 SH   DFND 1,2,3 1,200,000 0 0
DISCOVER FINL SVCS COM 254709108 12,018 104,000 SH   DFND 1,2,3 104,000 0 0
DISNEY WALT CO COM 254687106 26,331 170,000 SH   DFND 1,2,3 170,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 5,676 200,000 SH   DFND 1,2,3 200,000 0 0
EXXON MOBIL CORP COM 30231G102 21,417 350,000 SH   DFND 1,2,3 350,000 0 0
FTS INTERNATIONAL INC COM NEW CL A 30283W302 1,929 73,494 SH   DFND 1,2,3 73,494 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 1,256 150,000 SH   DFND 1,2,3 150,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301 31,411 332,500 SH   DFND 1,2,3 332,500 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 9,767 150,330 SH   DFND 1,2,3 150,330 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 25,631 67,000 SH   DFND 1,2,3 67,000 0 0
GUARDANT HEALTH INC COM 40131M109 16,803 168,000 SH   DFND 1,2,3 168,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 21,839 140,000 SH   DFND 1,2,3 140,000 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 3,483 755,468 SH   DFND 1,2,3 755,468 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,026 40,000 SH   DFND 1,2,3 40,000 0 0
JETBLUE AWYS CORP COM 477143101 30,046 2,110,000 SH   DFND 1,2,3 2,110,000 0 0
JPMORGAN CHASE & CO COM 46625H100 22,761 143,740 SH   DFND 1,2,3 143,740 0 0
KKR & CO INC COM 48251W104 40,860 548,461 SH   DFND 1,2,3 548,461 0 0
LAUDER ESTEE COS INC CL A 518439104 10,736 29,000 SH   DFND 1,2,3 29,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 43,171 98,000 SH   DFND 1,2,3 98,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 40,854 113,698 SH   DFND 1,2,3 113,698 0 0
MCDONALDS CORP COM 580135101 40,211 150,000 SH   DFND 1,2,3 150,000 0 0
META PLATFORMS INC CL A 30303M102 84,347 250,771 SH   DFND 1,2,3 250,771 0 0
MICROSOFT CORP COM 594918104 125,346 372,700 SH   DFND 1,2,3 372,700 0 0
MONDELEZ INTL INC CL A 609207105 33,155 500,000 SH   DFND 1,2,3 500,000 0 0
MSCI INC COM 55354G100 38,197 62,343 SH   DFND 1,2,3 62,343 0 0
NETFLIX INC COM 64110L106 25,905 43,000 SH   DFND 1,2,3 43,000 0 0
NIKE INC CL B 654106103 24,167 145,000 SH   DFND 1,2,3 145,000 0 0
NVIDIA CORPORATION COM 67066G104 11,176 38,000 SH   DFND 1,2,3 38,000 0 0
PAYPAL HLDGS INC COM 70450Y103 13,201 70,000 SH   DFND 1,2,3 70,000 0 0
PINTEREST INC CL A 72352L106 742 20,400 SH   DFND 1,2,3 20,400 0 0
PROCTER AND GAMBLE CO COM 742718109 34,352 210,000 SH   DFND 1,2,3 210,000 0 0
QUALCOMM INC COM 747525103 8,229 45,000 SH   DFND 1,2,3 45,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 16,609 96,000 SH   DFND 1,2,3 96,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 5,910 57,000 SH   DFND 1,2,3 57,000 0 0
S&P GLOBAL INC COM 78409V104 60,407 128,000 SH   DFND 1,2,3 128,000 0 0
SALESFORCE COM INC COM 79466L302 5,832 22,950 SH   DFND 1,2,3 22,950 0 0
SCHLUMBERGER LTD COM STK 806857108 4,493 150,000 SH   DFND 1,2,3 150,000 0 0
SEA LTD SPONSORD ADS 81141R100 10,427 46,609 SH   DFND 1,2,3 46,609 0 0
SERVICENOW INC COM 81762P102 1,947 3,000 SH   DFND 1,2,3 3,000 0 0
SHERWIN WILLIAMS CO COM 824348106 38,155 108,345 SH   DFND 1,2,3 108,345 0 0
SIMON PPTY GROUP INC NEW COM 828806109 4,793 30,000 SH   DFND 1,2,3 30,000 0 0
SNAP INC CL A 83304A106 7,055 150,000 SH   DFND 1,2,3 150,000 0 0
SOUTHWEST AIRLS CO COM 844741108 36,757 858,000 SH   DFND 1,2,3 858,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 13,453 290,000 SH   DFND 1,2,3 290,000 0 0
SYSCO CORP COM 871829107 21,523 274,000 SH   DFND 1,2,3 274,000 0 0
TDCX INC ADS 87190U100 1,915 100,000 SH   DFND 1,2,3 100,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 48,705 1,112,491 SH   DFND 1,2,3 1,112,491 0 0
UNITEDHEALTH GROUP INC COM 91324P102 26,111 52,000 SH   DFND 1,2,3 52,000 0 0
VISA INC COM CL A 92826C839 41,045 189,400 SH   DFND 1,2,3 189,400 0 0
VULCAN MATLS CO COM 929160109 4,567 22,000 SH   DFND 1,2,3 22,000 0 0
ZOETIS INC CL A 98978V103 4,649 19,052 SH   DFND 1,2,3 19,052 0 0
KEURIG DR PEPPER INC COM 49271V100 52,903 1,435,248 SH   DFND 1,2,3,4 1,435,248 0 0
JAZZ INVESTMENTS I LTD NOTE 2.000% 6/1 472145AF8 5,000 32,091 SH   DFND 2,3,7 0 0 0
MICROCHIP TECHNOLOGY INC. NOTE 0.125%11/1 595017AU8 5,000 53,594 SH   DFND 2,3,7 0 0 0
SOUTHWEST AIRLS CO NOTE 1.250% 5/0 844741BG2 7,500 194,931 SH   DFND 2,3,7 0 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 859 12,900 SH   DFND 3 12,900 0 0
ISHARES INC MSCI STH KOR ETF 464286772 1,114 14,300 SH   DFND 3 14,300 0 0
ISHARES TR MSCI INDIA ETF 46429B598 573 12,500 SH   DFND 3 12,500 0 0
ISHARES TR INDIA 50 ETF 464289529 454 9,600 SH   DFND 3 9,600 0 0