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
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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   15,846,575 107,500 SH   DFND 1,2,3 107,500 0 0
ALLURION TECHNOLOGIES INC COM SHS 02008G102   4,646,314 1,242,330 SH   DFND 1,2 0 0 1,242,330
ALPHABET INC CAP STK CL C 02079K107   231,829,850 1,645,000 SH   DFND 1,2,3 1,645,000 0 0
AMAZON COM INC COM 023135106   13,446,690 88,500 SH   DFND 1,2,3 88,500 0 0
AMERIPRISE FINL INC COM 03076C106   11,394,900 30,000 SH   DFND 1,2,3 30,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   149,927,496 666,700 SH   DFND 1,2,3 666,700 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   25,279,515 2,040,316 SH   DFND 1,2 0 0 2,040,316
BAXTER INTL INC COM 071813109   154,640,000 4,000,000 SH   DFND 1,2,3 4,000,000 0 0
BECTON DICKINSON & CO COM 075887109   4,632,770 19,000 SH   DFND 1,2,3 19,000 0 0
BLACKROCK INC COM 09247X101   608,850,000 750,000 SH   DFND 1,2,3 750,000 0 0
BOEING CO COM 097023105   200,708,200 770,000 SH   DFND 1,2,3 770,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   134,437,155 2,325,500 SH   DFND 1,2,3 2,325,500 0 0
BRP GROUP INC COM CL A 05589G102   7,710,420 321,000 SH   DFND 1,2,3 321,000 0 0
ELECTRONIC ARTS INC COM 285512109   4,788,350 35,000 SH   DFND 1,2,3 35,000 0 0
ELEVANCE HEALTH INC COM 036752103   10,468,632 22,200 SH   DFND 1,2,3 22,200 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   9,306,240 111,000 SH   DFND 1,2,3 111,000 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   3,092,707 1,830,004 SH   DFND 1,2 0 0 1,830,004
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   13,329,465 3,955,331 SH   DFND 1,2 0 0 13,329,465
HONEYWELL INTL INC COM 438516106   682,606,050 3,255,000 SH   DFND 1,2,3 3,255,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   10,155,250 122,500 SH   DFND 1,2,3 122,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   193,806,750 1,185,000 SH   DFND 1,2,3 1,185,000 0 0
INTUIT COM 461202103   687,533,000 1,100,000 SH   DFND 1,2,3 1,100,000 0 0
IQVIA HLDGS INC COM 46266C105   185,104,000 800,000 SH   DFND 1,2,3 800,000 0 0
JPMORGAN CHASE & CO COM 46625H100   952,560,000 5,600,000 SH   DFND 1,2,3 5,600,000 0 0
KENVUE INC COM 49177J102   10,765,000 500,000 SH   DFND 1,2,3 500,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   47,903,282 1,434,230 SH   DFND 1,2 0 0 1,434,230
KKR & CO INC COM 48251W104   10,356,250 125,000 SH   DFND 1,2,3 125,000 0 0
LINDE PLC SHS G54950103   151,757,345 369,500 SH   DFND 1,2,3 369,500 0 0
MCDONALDS CORP COM 580135101   15,789,158 53,250 SH   DFND 1,2,3 53,250 0 0
MICROSOFT CORP COM 594918104   315,873,600 840,000 SH   DFND 1,2,3 840,000 0 0
MODERNA INC COM 60770K107   59,670,000 600,000 SH   DFND 1,2,3 600,000 0 0
MORGAN STANLEY COM NEW 617446448   220,536,250 2,365,000 SH   DFND 1,2,3 2,365,000 0 0
NIKE INC CL B 654106103   103,141,500 950,000 SH   DFND 1,2,3 950,000 0 0
NOVO-NORDISK A S ADR 670100205   5,689,750 55,000 SH   DFND 1,2,3 55,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   5,890,496 6,200 SH   DFND 1,2,3 6,200 0 0
PAYPAL HLDGS INC COM 70450Y103   36,846,000 600,000 SH   DFND 1,2,3 600,000 0 0
PFIZER INC COM 717081103   331,804,750 11,525,000 SH   DFND 1,2,3 11,525,000 0 0
QUANTA SVCS INC COM 74762E102   6,474,000 30,000 SH   DFND 1,2,3 30,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   5,865,000 250,000 SH   DFND 1,2,3 250,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   10,214,792 32,900 SH   DFND 1,2,3 32,900 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   140,450,000 5,000,000 SH   DFND 1,2,4 0 0 5,000,000
S&P GLOBAL INC COM 78409V104   748,884,000 1,700,000 SH   DFND 1,2,3 1,700,000 0 0
SALESFORCE INC COM 79466L302   5,920,650 22,500 SH   DFND 1,2,3 22,500 0 0
SCHLUMBERGER LTD COM STK 806857108   72,856,000 1,400,000 SH   DFND 1,2,3 1,400,000 0 0
SEA LTD SPONSORD ADS 81141R100   35,437,500 875,000 SH   DFND 1,2,3 875,000 0 0
SHIFT4 PMTS INC CL A 82452J109   8,549,100 115,000 SH   DFND 1,2,3 115,000 0 0
SONDER HOLDINGS INC CL A NEW 83542D300   439,591 129,673 SH   DFND 1,2 0 0 129,673
SPDR SER TR S&P REGL BKG 78464A698   5,767,300 110,000 SH   DFND 1,2,3 110,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   9,657,000 60,000 SH   DFND 1,2,3 60,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   716,566,500 1,350,000 SH   DFND 1,2,3 1,350,000 0 0
TJX COS INC NEW COM 872540109   11,022,675 117,500 SH   DFND 1,2,3 117,500 0 0
TRANSUNION COM 89400J107   178,474,225 2,597,500 SH   DFND 1,2,3 2,597,500 0 0
TRINITY PL HLDGS INC COM 89656D101   164,613 1,483,000 SH   DFND 1,2,3 1,483,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   225,855,630 429,000 SH   DFND 1,2,3 429,000 0 0
US FOODS HLDG CORP COM 912008109   10,444,300 230,000 SH   DFND 1,2,3 230,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   8,951,580 22,000 SH   DFND 1,2,3 22,000 0 0
VISA INC COM CL A 92826C839   394,950,950 1,517,000 SH   DFND 1,2,3 1,517,000 0 0
WALMART INC COM 931142103   12,612,000 80,000 SH   DFND 1,2,3 80,000 0 0
DISNEY WALT CO COM 254687106   258,522,843 2,863,250 SH   DFND 1,2,3 2,863,250 0 0
WELLS FARGO CO NEW COM 949746101   12,551,100 255,000 SH   DFND 1,2,3 255,000 0 0
WORKDAY INC CL A 98138H101   394,765,800 1,430,000 SH   DFND 1,2,3 1,430,000 0 0
WORKIVA INC COM CL A 98139A105   6,142,565 60,500 SH   DFND 1,2,3 60,500 0 0
ZOETIS INC CL A 98978V103   754,940,250 3,825,000 SH   DFND 1,2,3 3,825,000 0 0