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
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OMB Number: 3235-0006
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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
Vertiv Holdings Co COM 92537N108   20,839,208 433,879 SH   DFND   378,879 55,000 0
Amazon.Com Inc COM 023135106   12,399,063 81,605 SH   DFND   79,105 2,500 0
Microsoft Corp COM 594918104   9,876,691 26,265 SH   DFND   24,015 2,250 0
NVIDIA Corp COM 67066G104   9,537,937 19,260 SH   SOLE   19,260 0 0
Janus International Group Inc COM 47103N106   8,990,901 688,958 SH   DFND   609,515 79,443 0
ServiceNow Inc COM 81762P102   6,444,602 9,122 SH   DFND   7,922 1,200 0
Meta Platforms Inc CL A 30303M102   6,054,839 17,106 SH   DFND   16,106 1,000 0
Danaher Corp COM 235851102   5,922,304 25,600 SH   DFND   20,000 5,600 0
Boeing Co COM 097023105   5,656,322 21,700 SH   SOLE   21,700 0 0
Shift4 Payments Inc CL A 82452J109   5,270,855 70,902 SH   DFND   58,202 12,700 0
IQVIA Holdings Inc COM 46266C105   4,938,112 21,342 SH   DFND   18,000 3,342 0
Goldman Sachs Group Inc COM 38141G104   4,822,125 12,500 SH   SOLE   12,500 0 0
Thermo Fisher Scientific Inc COM 883556102   4,432,097 8,350 SH   DFND   6,800 1,550 0
Take-Two Interactive Software Inc COM 874054109   4,120,320 25,600 SH   SOLE   25,600 0 0
Atlassian Corporation Plc COM 049468101   4,117,119 17,309 SH   SOLE   17,309 0 0
Block Inc CL A 852234103   3,464,120 44,785 SH   SOLE   44,785 0 0
Mongodb Inc CL A 60937P106   3,079,458 7,532 SH   SOLE   7,532 0 0
Advanced Micro Devices Inc COM 007903107   2,719,715 18,450 SH   SOLE   18,450 0 0
Invesco QQQ Trust Series 1 COM 46090E103   2,177,008 5,316 SH   SOLE   5,316 0 0
Shopify Inc CL A 82509L107   2,118,880 27,200 SH   SOLE   27,200 0 0
Bausch and Lomb Corp COM 071705107   2,072,295 121,471 SH   DFND   111,471 10,000 0
Tempur Sealy International Inc COM 88023U101   2,038,800 40,000 SH   SOLE   40,000 0 0
Morgan Stanley COM 617446448   1,958,250 21,000 SH   SOLE   21,000 0 0
Caesars Entertainment Inc COM 12769G100   1,875,200 40,000 SH   SOLE   40,000 0 0
Oscar Health Inc COM 687793109   1,858,493 203,114 SH   SOLE   203,114 0 0
Bank of America Corp COM 060505104   1,851,850 55,000 SH   SOLE   55,000 0 0
Mirion Technologies Inc *W EXP 06/30/2027 60471A119   1,424,695 701,820 SH   DFND   661,740 40,080 0
Dlocal Ltd CL A G29018101   1,406,355 79,500 SH   SOLE   79,500 0 0
MASTERCARD INC CL A 57636Q104   1,322,181 3,100 SH   DFND 0 3,100 0
Zillow Group Inc CL C 98954M200   1,272,920 22,000 SH   SOLE   22,000 0 0
MACOM Technology Solutions Holdings Inc COM 55405Y100   1,070,133 11,513 SH   SOLE   11,513 0 0
EyePoint Pharmaceuticals Inc COM 30233G209   1,039,950 45,000 SH   SOLE   45,000 0 0
Beacon Roofing Supply Inc COM 073685109   957,220 11,000 SH   SOLE   11,000 0 0
Jeld-wen Holding Inc COM 47580P103   944,000 50,000 SH   SOLE   50,000 0 0
TopBuild Corp COM 89055F103   935,650 2,500 SH   SOLE   2,500 0 0
Roblox Corp CL A 771049103   914,400 20,000 SH   SOLE   20,000 0 0
Masonite International Corp COM 575385109   846,600 10,000 SH   SOLE   10,000 0 0
FedEx Corp COM 31428X106   829,742 3,280 SH   SOLE   3,280 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   580,679 3,650 SH   DFND 0 3,650 0
HDFC BANK LTD SPONSORED ADS 40415F101   436,215 6,500 SH   DFND 0 6,500 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   420,700 5,000 SH   DFND 0 5,000 0
VERALTOCORP COM 92338C103   153,497 1,866 SH   DFND   0 1,866 0