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
ALPHABET INC CAP STK CL A 02079K305   39,057,675 235,500 SH   DFND 1 235,500 0 0
ALPHABET INC CAP STK CL A 02079K305   66,340,000 400,000 SH Call DFND 1 400,000 0 0
AMAZON COM INC COM 023135106   33,446,235 179,500 SH   DFND 1 179,500 0 0
AMAZON COM INC COM 023135106   65,215,500 350,000 SH Call DFND 1 350,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   8,968,539 463,251 SH   DFND 1 463,251 0 0
BWX TECHNOLOGIES INC COM 05605H100   33,252,308 305,909 SH   DFND 1 305,909 0 0
CAMECO CORP COM 13321L108   21,666,611 453,656 SH   DFND 1 453,656 0 0
CARA THERAPEUTICS INC COM 140755109   524,250 1,702,110 SH   DFND 1 1,702,110 0 0
COUPANG INC CL A 22266T109   20,060,615 817,133 SH   DFND 1 817,133 0 0
CRONOS GROUP INC COM 22717L101   17,411,019 7,950,237 SH   DFND 1 7,950,237 0 0
CROWN CASTLE INC COM 22822V101   8,304,100 70,000 SH   DFND 1 70,000 0 0
CROWN CASTLE INC COM 22822V101   11,863,000 100,000 SH Call DFND 1 100,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   4,331,168 85,276 SH   DFND 1 85,276 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   38,092,500 750,000 SH Call DFND 1 750,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   5,134,457 1,351,173 SH   DFND 1 1,351,173 0 0
GRAB HOLDINGS LIMITED *W EXP 99/99/999 G4124C117   24,000 100,000 SH   DFND 1 100,000 0 0
KBR INC COM 48242W106   33,310,348 511,444 SH   DFND 1 511,444 0 0
LUMINAR TECHNOLOGIES INC COM CL A 550424105   224,925 250,000 SH Call DFND 1 250,000 0 0
MATCH GROUP INC NEW COM 57667L107   9,032,522 238,703 SH   DFND 1 238,703 0 0
MCGRATH RENTCORP COM 580589109   2,489,030 23,642 SH   DFND 1 23,642 0 0
MICROSOFT CORP COM 594918104   57,398,578 133,392 SH   DFND 1 133,392 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   11,528,309 1,041,401 SH   DFND 1 1,041,401 0 0
NVIDIA CORPORATION COM 67066G104   59,505,600 490,000 SH   DFND 1 490,000 0 0
NVIDIA CORPORATION COM 67066G104   60,720,000 500,000 SH Call DFND 1 500,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   4,472,651 398,632 SH   DFND 1 398,632 0 0
SCHLUMBERGER LTD COM STK 806857108   3,775,500 90,000 SH   DFND 1 90,000 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   14,544,533 360,817 SH   DFND 1 360,817 0 0
SNOWFLAKE INC CL A 833445109   14,357,500 125,000 SH   DFND 1 125,000 0 0
SNOWFLAKE INC CL A 833445109   28,715,000 250,000 SH Call DFND 1 250,000 0 0
TECHNIPFMC PLC COM G87110105   15,723,783 599,458 SH   DFND 1 599,458 0 0
UBER TECHNOLOGIES INC COM 90353T100   18,790,000 250,000 SH Call DFND 1 250,000 0 0
US FOODS HLDG CORP COM 912008109   44,053,865 716,323 SH   DFND 1 716,323 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   78,609,536 790,125 SH   DFND 1 790,125 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   49,745,000 500,000 SH Call DFND 1 500,000 0 0
DISNEY WALT CO COM 254687106   19,959,425 207,500 SH   DFND 1 207,500 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   34,451,338 916,259 SH   DFND 1 916,259 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   9,400,000 250,000 SH Call DFND 1 250,000 0 0