The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG000BBQPP1 | 4,556,400 | 40,000 | SH | DFND | 1,2,3 | 0 | 40,000 | 0 | |
| AIR PRODS & CHEMS INC | COM | 009158106 | BBG000BC4LR0 | 14,976,500 | 50,000 | SH | DFND | 1,2,3 | 0 | 50,000 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S4MT03 | 9,576,000 | 80,000 | SH | DFND | 1,2,3 | 0 | 80,000 | 0 | |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG011Y7QJ21 | 14,209,850 | 185,000 | SH | DFND | 1,2,3 | 0 | 185,000 | 0 | |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | BBG002S8JL91 | 10,937,800 | 170,000 | SH | DFND | 1,2,3 | 0 | 170,000 | 0 | |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | BBG000DQLWT2 | 11,830,750 | 185,000 | SH | DFND | 1,2,3 | 0 | 185,000 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG000C3HT52 | 14,474,200 | 95,000 | SH | DFND | 1,2,3 | 0 | 95,000 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | BBG000BR31S1 | 22,397,500 | 850,000 | SH | DFND | 1,2,3 | 0 | 850,000 | 0 | |
| FERGUSON PLC NEW | SHS | G3421J106 | BBG00P5M4V43 | 9,438,600 | 60,000 | SH | DFND | 1,2,3 | 0 | 60,000 | 0 | |
| HCA HEALTHCARE INC | COM | 40412C101 | BBG000QW7X64 | 11,380,500 | 37,500 | SH | DFND | 1,2,3 | 0 | 37,500 | 0 | |
| HUMANA INC | COM | 444859102 | BBG000BLKM81 | 4,471,300 | 10,000 | SH | DFND | 1,2,3 | 0 | 10,000 | 0 | |
| INGREDION INC | COM | 457187102 | BBG000BXQ1T2 | 12,184,250 | 115,000 | SH | DFND | 1,2,3 | 0 | 115,000 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | BBG000C1FCF4 | 2,261,600 | 20,000 | SH | DFND | 1,2,3 | 0 | 20,000 | 0 | |
| ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 | BBG0059KNK59 | 4,972,000 | 100,000 | SH | DFND | 1,2,3 | 0 | 100,000 | 0 | |
| ORACLE CORP | COM | 68389X105 | BBG000BQLY10 | 8,336,300 | 70,000 | SH | DFND | 1,2,3 | 0 | 70,000 | 0 | |
| UNITEDHEALTH GRP INC | COM | 91324P102 | BBG000CH53T5 | 10,333,760 | 21,500 | SH | DFND | 1,2,3 | 0 | 21,500 | 0 | |
| XWELL INC | COM | 98420U703 | BBG000R26BM0 | 6,296 | 31,369 | SH | DFND | 1,2,3 | 0 | 31,369 | 0 | |