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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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
Accenture PLC Ireland SHS CLASS A G1151C101   6,578,473 18,700 SH   DFND 1,2,3 18,700 0 0
Allurion Technologies COM SHS 02008G102   534,202 1,242,330 SH   DFND 1,2 0 0 1,242,330
Alphabet Inc CAP STK CL A 02079K305   410,970,300 2,171,000 SH   DFND 1,2,3 2,171,000 0 0
Amazon.com Inc COM 023135106   248,152,029 1,131,100 SH   DFND 1,2,3 1,131,100 0 0
American International Group Inc COM NEW 026874784   6,275,360 86,200 SH   DFND 1,2,3 86,200 0 0
Ameriprise Financial Inc COM 03076C106   10,701,843 20,100 SH   DFND 1,2,3 20,100 0 0
Appfolio Inc COM CL A 03783C100   6,242,016 25,300 SH   DFND 1,2,3 25,300 0 0
Apple Inc COM 037833100   21,911,750 87,500 SH   DFND 1,2,3 87,500 0 0
Arch Capital Group Ltd ORD G0450A105   7,692,755 83,300 SH   DFND 1,2,3 83,300 0 0
Arthur J Gallagher & Co COM 363576109   150,525,655 530,300 SH   DFND 1,2,3 530,300 0 0
AvidXchange Holdings Inc COM 05368X102   21,096,867 2,040,316 SH   DFND 1,2 0 0 2,040,316
Bank of America Corp COM 060505104   10,580,963 240,750 SH   DFND 1,2,3 240,750 0 0
Birkenstock Holding Plc COM SHS M2029K104   7,649,100 135,000 SH   DFND 1,2,3 135,000 0 0
BlackRock Inc COM 09290D101   666,321,500 650,000 SH   DFND 1,2,3 650,000 0 0
Boeing Co COM 097023105   102,660,000 580,000 SH   DFND 1,2,3 580,000 0 0
Boston Scientific Corp COM 101137107   213,599,848 2,391,400 SH   DFND 1,2,3 2,391,400 0 0
BrightSpring Health Services Inc COM 10950A106   5,492,175 322,500 SH   DFND 1,2,3 322,500 0 0
Broadcom Inc COM 11135F101   195,023,808 841,200 SH   DFND 1,2,3 841,200 0 0
Chipotle Mexican Grill Inc COM 169656105   9,225,900 153,000 SH   DFND 1,2,3 153,000 0 0
Disney Walt Co COM 254687106   127,495,750 1,145,000 SH   DFND 1,2,3 1,145,000 0 0
Eaton Corp PLC SHS G29183103   6,637,400 20,000 SH   DFND 1,2,3 20,000 0 0
Elevance Health Inc COM 036752103   6,750,870 18,300 SH   DFND 1,2,3 18,300 0 0
Eli Lilly and Co COM 532457108   7,488,400 9,700 SH   DFND 1,2,3 9,700 0 0
Grab Holdings Ltd CLASS A ORD G4124C109   18,669,162 3,955,331 SH   DFND 1,2 0 0 3,955,331
Honeywell International Inc COM 438516106   835,793,000 3,700,000 SH   DFND 1,2,3 3,700,000 0 0
Informatica Inc COM CL A 45674M101   3,111,600 120,000 SH   DFND 1,2,3 120,000 0 0
International Business Machs COM 459200101   219,830,000 1,000,000 SH   DFND 1,2,3 1,000,000 0 0
Intuit Inc COM 461202103   942,750,000 1,500,000 SH   DFND 1,2,3 1,500,000 0 0
JPMorgan Chase & Co COM 46625H100   1,276,935,170 5,327,000 SH   DFND 1,2,3 5,327,000 0 0
Kinetik Holdings Inc COM NEW CL A 02215L209   81,335,183 1,434,230 SH   DFND 1,2,4 0 0 1,434,230
KKR & Co Inc COM 48251W104   11,019,295 74,500 SH   DFND 1,2,3 74,500 0 0
Linde PLC SHS G54950103   173,748,050 415,000 SH   DFND 1,2,3 415,000 0 0
Mastercard Inc CL A 57636Q104   157,971,000 300,000 SH   DFND 1,2,3 300,000 0 0
Meta Platforms Inc CL A 30303M102   11,563,823 19,750 SH   DFND 1,2,3 19,750 0 0
Microsoft Corp COM 594918104   608,919,975 1,444,650 SH   DFND 1,2,3 1,444,650 0 0
Morgan Stanley COM NEW 617446448   132,006,000 1,050,000 SH   DFND 1,2,3 1,050,000 0 0
Novo Nordisk A S ADR 670100205   12,773,970 148,500 SH   DFND 1,2,3 148,500 0 0
NVIDIA Corp COM 67066G104   230,683,362 1,717,800 SH   DFND 1,2,3 1,717,800 0 0
Onestream Inc CL A 68278B107   7,415,200 260,000 SH   DFND 1,2,3 260,000 0 0
OReilly Automotive Inc COM 67103H107   9,723,560 8,200 SH   DFND 1,2,3 8,200 0 0
Pfizer Inc COM 717081103   335,604,500 12,650,000 SH   DFND 1,2,3 12,650,000 0 0
Republic Services Inc COM 760759100   6,236,580 31,000 SH   DFND 1,2,3 31,000 0 0
S&P Global Inc COM 78409V104   865,825,155 1,738,500 SH   DFND 1,2,3 1,738,500 0 0
Salesforce Inc COM 79466L302   141,421,590 423,000 SH   DFND 1,2,3 423,000 0 0
Sea Ltd SPONSORD ADS 81141R100   55,702,500 525,000 SH   DFND 1,2,3 525,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   162,764,000 700,000 SH   DFND 1,2,3 700,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   18,074,260 211,000 SH   DFND 1,2,3 211,000 0 0
Sonder Holdings Inc CL A NEW 83542D300   412,360 129,673 SH   DFND 1,2,4 0 0 129,673
SPDR S&P 500 ETF TR TR UNIT 78462F103   41,025,600 70,000 SH   DFND 1,2,3 70,000 0 0
Sportradar Group AG CLASS A ORD SHS H8088L103   51,595,604 2,975,525 SH   DFND 1,2,4 0 0 2,975,525
Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS 874039100   13,034,340 66,000 SH   DFND 1,2,3 66,000 0 0
Take-Two Interactive Software Inc COM 874054109   6,700,512 36,400 SH   DFND 1,2,3 36,400 0 0
Texas Instruments Inc COM 882508104   8,362,946 44,600 SH   DFND 1,2,3 44,600 0 0
Thermo Fisher Scientific Inc COM 883556102   884,391,000 1,700,000 SH   DFND 1,2,3 1,700,000 0 0
TJX Cos Inc COM 872540109   171,852,225 1,422,500 SH   DFND 1,2,3 1,422,500 0 0
Uber Technologies Inc COM 90353T100   127,154,560 2,108,000 SH   DFND 1,2,3 2,108,000 0 0
UnitedHealth Group Inc COM 91324P102   202,344,000 400,000 SH   DFND 1,2,3 400,000 0 0
US Foods Holding Corp COM 912008109   17,775,710 263,500 SH   DFND 1,2,3 263,500 0 0
Visa Inc COM CL A 92826C839   482,656,288 1,527,200 SH   DFND 1,2,3 1,527,200 0 0
Walmart Inc COM 931142103   107,245,450 1,187,000 SH   DFND 1,2,3 1,187,000 0 0
West Pharmaceutical Svsc Inc COM 955306105   6,485,688 19,800 SH   DFND 1,2,3 19,800 0 0
Zoetis Inc CL A 98978V103   782,064,000 4,800,000 SH   DFND 1,2,3 4,800,000 0 0