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
ABBVIE INC COM 00287Y109 BBG003P7K0B5 9,696,600 60,000 SH   DFND 1,2,3 0 60,000 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG000C2V541 4,115,375 27,500 SH   DFND 1,2,3 0 27,500 0
AIR PRODS & CHEMS INC COM 009158106 BBG000BC4LR0 14,334,090 46,500 SH   DFND 1,2,3 0 46,500 0
AMERICOLD RLTY TR COM 03064D108 BBG000QF08N4 219,601 7,757 SH   DFND 1,2,3 0 7,757 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG011Y7QJ21 6,060,050 95,000 SH   DFND 1,2,3 0 95,000 0
ASGN INC COM 00191U102 BBG000CRNBZ8 922,028 11,316 SH   DFND 1,2,3 0 11,316 0
ASPEN TECHNOLOGY INC COM 29109X106 BBG017J1C4B6 431,751 2,102 SH   DFND 1,2,3 0 2,102 0
AVIENT CORPORATION COM 05368V106 BBG000C8NKJ8 517,710 15,335 SH   DFND 1,2,3 0 15,335 0
AXONICS INC COM 05465P101 BBG00M69MLK2 397,441 6,356 SH   DFND 1,2,3 0 6,356 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 BBG00Y925CS9 232,860 25,589 SH   DFND 1,2,3 0 25,589 0
BERRY GLOBAL GROUP INC COM 08579W103 BBG002S8JL91 11,481,700 190,000 SH   DFND 1,2,3 0 190,000 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 BBG003LFWP41 283,256 4,489 SH   DFND 1,2,3 0 4,489 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLWT2 12,231,500 170,000 SH   DFND 1,2,3 0 170,000 0
BRP GROUP INC COM CL A 05589G102 BBG00QDCHFR0 537,895 21,396 SH   DFND 1,2,3 0 21,396 0
CERIDIAN HCM HLDG INC COM 15677J108 BBG00KG0HRN4 433,269 6,754 SH   DFND 1,2,3 0 6,754 0
CHART INDS INC COM 16115Q308 BBG000P1K5N0 732,287 6,355 SH   DFND 1,2,3 0 6,355 0
CHEESECAKE FACTORY INC COM 163072101 BBG000CSC8K1 343,641 10,837 SH   DFND 1,2,3 0 10,837 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HT52 8,997,600 60,000 SH   DFND 1,2,3 0 60,000 0
CLARIVATE PLC ORD SHS G21810109 BBG00P1LNSR0 204,864 24,564 SH   DFND 1,2,3 0 24,564 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 BBG012FFPZ72 290,156 15,475 SH   DFND 1,2,3 0 15,475 0
COGNEX CORP COM 192422103 BBG000BPC6F8 430,915 9,147 SH   DFND 1,2,3 0 9,147 0
DEXCOM INC COM 252131107 BBG000QTFGV1 686,121 6,059 SH   DFND 1,2,3 0 6,059 0
DRIVEN BRANDS HLDGS INC COM 26210V102 BBG00YN8NCY3 470,060 17,212 SH   DFND 1,2,3 0 17,212 0
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZXB36 6,130,000 500,000 SH   DFND 1,2,3 0 500,000 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 BBG00S91HBM9 359,361 61,220 SH   DFND 1,2,3 0 61,220 0
ENDAVA PLC ADS 29260V105 BBG00LBLBBN2 433,755 5,670 SH   DFND 1,2,3 0 5,670 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG000BR31S1 18,090,000 750,000 SH   DFND 1,2,3 0 750,000 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 BBG011RWTZF1 274,062 22,013 SH   DFND 1,2,3 0 22,013 0
FIRST ADVANTAGE CORP NEW COM 31846B108 BBG011J0CVM9 375,128 28,856 SH   DFND 1,2,3 0 28,856 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007HS9B19 660,371 9,484 SH   DFND 1,2,3 0 9,484 0
GARTNER INC COM 366651107 BBG000BB6764 1,849,106 5,501 SH   DFND 1,2,3 0 5,501 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG000BK6PH2 5,865,300 70,000 SH   DFND 1,2,3 0 70,000 0
GRID DYNAMICS HLDGS INC CL A 39813G109 BBG00MDLZNN6 237,303 21,150 SH   DFND 1,2,3 0 21,150 0
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG0021RGSV1 509,989 8,152 SH   DFND 1,2,3 0 8,152 0
HCA HEALTHCARE INC COM 40412C101 BBG000QW7X64 15,597,400 65,000 SH   DFND 1,2,3 0 65,000 0
HEALTHEQUITY INC COM 42226A107 BBG006MJJRM6 317,323 5,148 SH   DFND 1,2,3 0 5,148 0
HILLMAN SOLUTIONS CORP COM 431636109 BBG00YC6Q2B3 144,611 20,057 SH   DFND 1,2,3 0 20,057 0
HOLLEY INC COM 43538H103 BBG00Y7B7R24 76,314 35,997 SH   DFND 1,2,3 0 35,997 0
HOULIHAN LOKEY INC CL A 441593100 BBG009L72FL2 340,098 3,902 SH   DFND 1,2,3 0 3,902 0
ICON PLC SHS G4705A100 BBG000CTV9K6 993,978 5,117 SH   DFND 1,2,3 0 5,117 0
IDEXX LABS INC COM 45168D104 BBG000BLS2X9 351,662 862 SH   DFND 1,2,3 0 862 0
INARI MED INC COM 45332Y109 BBG00RVG46Y5 399,665 6,288 SH   DFND 1,2,3 0 6,288 0
INGREDION INC COM 457187102 BBG000BXQ1T2 10,282,650 105,000 SH   DFND 1,2,3 0 105,000 0
INSPIRE MED SYS INC COM 457730109 BBG00KK0J207 476,809 1,893 SH   DFND 1,2,3 0 1,893 0
INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKF45 812,087 9,487 SH   DFND 1,2,3 0 9,487 0
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 BBG0059KNK59 4,927,000 100,000 SH   DFND 1,2,3 0 100,000 0
JAMF HLDG CORP COM 47074L105 BBG00VSYYYS4 241,393 11,333 SH   DFND 1,2,3 0 11,333 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 BBG010FXGH31 415,529 43,648 SH   DFND 1,2,3 0 43,648 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 BBG000VLBDN2 331,345 3,628 SH   DFND 1,2,3 0 3,628 0
KINSALE CAP GROUP INC COM 49714P108 BBG00D9MSYL5 1,058,110 4,046 SH   DFND 1,2,3 0 4,046 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 BBG000C1HZZ9 231,034 22,387 SH   DFND 1,2,3 0 22,387 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 BBG00BFHDG92 481,289 8,051 SH   DFND 1,2,3 0 8,051 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0FP1 258,679 1,411 SH   DFND 1,2,3 0 1,411 0
MERCURY SYS INC COM 589378108 BBG000BX5Q47 413,084 9,233 SH   DFND 1,2,3 0 9,233 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG000BZCP64 413,399 286 SH   DFND 1,2,3 0 286 0
NEOGEN CORP COM 640491106 BBG000C1BPB3 212,839 13,975 SH   DFND 1,2,3 0 13,975 0
ORACLE CORP COM 68389X105 BBG000BQLY10 3,269,600 40,000 SH   DFND 1,2,3 0 40,000 0
PAR TECHNOLOGY CORP COM 698884103 BBG000BRPC76 243,807 9,352 SH   DFND 1,2,3 0 9,352 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M71 528,118 6,702 SH   DFND 1,2,3 0 6,702 0
RBC BEARINGS INC COM 75524B104 BBG000GMGPK8 402,999 1,925 SH   DFND 1,2,3 0 1,925 0
RED ROCK RESORTS INC CL A 75700L108 BBG00B6G80S4 783,036 19,571 SH   DFND 1,2,3 0 19,571 0
REPAY HLDGS CORP COM CL A 76029L100 BBG00LFVTBZ4 237,362 29,486 SH   DFND 1,2,3 0 29,486 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG000D2MBW6 373,653 1,333 SH   DFND 1,2,3 0 1,333 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ822F6 320,044 12,973 SH   DFND 1,2,3 0 12,973 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T24F24 743,457 6,337 SH   DFND 1,2,3 0 6,337 0
SMARTSHEET INC COM CL A 83200N103 BBG00KG3GLQ9 208,608 5,300 SH   DFND 1,2,3 0 5,300 0
SPROUT SOCIAL INC COM CL A 85209W109 BBG00QPVQL56 269,258 4,769 SH   DFND 1,2,3 0 4,769 0
THE TRADE DESK INC COM CL A 88339J105 BBG00DP4B146 314,482 7,015 SH   DFND 1,2,3 0 7,015 0
TRANSDIGM GROUP INC COM 893641100 BBG000L8DFM6 528,276 839 SH   DFND 1,2,3 0 839 0
TREX CO INC COM 89531P105 BBG000BTGM43 212,962 5,031 SH   DFND 1,2,3 0 5,031 0
UTZ BRANDS INC COM CL A 918090101 BBG00MMND2N2 437,926 27,612 SH   DFND 1,2,3 0 27,612 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8L01 726,890 53,213 SH   DFND 1,2,3 0 53,213 0
WASTE CONNECTIONS INC COM 94106B101 BBG000FLJ2N6 380,182 2,868 SH   DFND 1,2,3 0 2,868 0
WESTERN DIGITAL CORP. COM 958102105 BBG000BWNQ67 2,524,000 80,000 SH   DFND 1,2,3 0 80,000 0
WEX INC COM 96208T104 BBG000BVZRD6 337,937 2,065 SH   DFND 1,2,3 0 2,065 0
XPRESSPA GROUP INC COM 98420U703 BBG000R26BM0 11,384 31,369 SH   DFND 1,2,3 0 31,369 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 BBG000CC8YY9 3,846,150 15,000 SH   DFND 1,2,3 0 15,000 0