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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AERCAP HOLDINGS NV | SHS | N00985106 | 16,617,337 | 162,644 | SH | DFND | 1,2 | 0 | 162,644 | 0 | |
| AMAZON COM INC | COM | 023135106 | 50,442,302 | 265,123 | SH | DFND | 1,2 | 0 | 265,123 | 0 | |
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 14,204,429 | 64,320 | SH | DFND | 1,2 | 0 | 64,320 | 0 | |
| CHARLES RIV LABS INTL INC | COM | 159864107 | 12,071,704 | 80,200 | SH | DFND | 1,2 | 0 | 80,200 | 0 | |
| CORE & MAIN INC | CL A | 21874C102 | 7,025,675 | 145,429 | SH | DFND | 1,2 | 0 | 145,429 | 0 | |
| ELEVANCE HEALTH INC | COM | 036752103 | 15,307,547 | 35,193 | SH | DFND | 1,2 | 0 | 35,193 | 0 | |
| GLOBAL PMTS INC | COM | 37940X102 | 12,869,430 | 131,428 | SH | DFND | 1,2 | 0 | 131,428 | 0 | |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 13,725,574 | 206,586 | SH | DFND | 1,2 | 0 | 206,586 | 0 | |
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 7,690,980 | 473,000 | SH | DFND | 1,2 | 0 | 473,000 | 0 | |
| MAPLEBEAR INC | COM | 565394103 | 359,217,268 | 9,005,196 | SH | DFND | 1,2 | 0 | 9,005,196 | 0 | |
| NATERA INC | COM | 632307104 | 10,635,022 | 75,207 | SH | DFND | 1,2 | 0 | 75,207 | 0 | |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 8,560,640 | 836,000 | SH | DFND | 1,2 | 0 | 836,000 | 0 | |
| PTC INC | COM | 69370C100 | 12,423,891 | 80,180 | SH | DFND | 1,2 | 0 | 80,180 | 0 | |
| SCHWAB CHARLES CORP | COM | 808513105 | 16,517,080 | 211,000 | SH | DFND | 1,2 | 0 | 211,000 | 0 | |
| SHENANDOAH TELECOMMUNICATION | COM | 82312B106 | 51,601,434 | 4,105,126 | SH | DFND | 2 | 0 | 4,105,126 | 0 | |
| SONDER HOLDINGS INC | CL A NEW | 83542D300 | 204,598 | 102,299 | SH | DFND | 2 | 0 | 102,299 | 0 | |
| TRANSUNION | COM | 89400J107 | 15,045,755 | 181,296 | SH | DFND | 1,2 | 0 | 181,296 | 0 | |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | 13,050,283 | 328,309 | SH | DFND | 1,2 | 0 | 328,309 | 0 | |
| XPO INC | COM | 983793100 | 8,853,834 | 82,300 | SH | DFND | 1,2 | 0 | 82,300 | 0 | |