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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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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 BBG009S4MT03 10,939,500 45,000 SH   DFND 1,2,3 0 45,000 0
AMCOR PLC ORD G0250X107 BBG00LNJRTX7 8,180,000 1,000,000 SH   DFND 1,2,3 0 1,000,000 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG000C9LPS7 15,087,600 220,000 SH   DFND 1,2,3 0 220,000 0
CAPITAL ONE FINL CORP COM 14040H105 BBG000BGKVR1 10,629,000 50,000 SH   DFND 1,2,3 0 50,000 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HV48 14,098,800 60,000 SH   DFND 1,2,3 0 60,000 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 BBG000BCGBK6 19,387,200 60,000 SH   DFND 1,2,3 0 60,000 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG000BM2JF8 13,728,000 800,000 SH   DFND 1,2,3 0 800,000 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG000BR31S1 32,833,500 1,050,000 SH   DFND 1,2,3 0 1,050,000 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMT2H37 8,983,200 40,000 SH   DFND 1,2,3 0 40,000 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CH10 9,954,375 12,500 SH   DFND 1,2,3 0 12,500 0
META PLATFORMS INC CL A 30303M102 BBG002GPKKZ7 9,179,750 12,500 SH   DFND 1,2,3 0 12,500 0
WELLS FARGO CO NEW COM 949746101 BBG000BWQHB8 16,764,000 200,000 SH   DFND 1,2,3 0 200,000 0