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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLURION TECHNOLOGIES COMMON STOCK 02008G201 120,759 49,695 SH DFND 1,2 0 0 49,695
ALPHABET INC CAP STK CL A 02079K305 456,188,978 2,588,600 SH DFND 1,2,3 2,588,600 0 0
AMAZON COM INC COM 023135106 239,398,368 1,091,200 SH DFND 1,2,3 1,091,200 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 7,232,042 13,550 SH DFND 1,2,3 13,550 0 0
ANALOG DEVICES INC COM 032654105 9,996,840 42,000 SH DFND 1,2,3 42,000 0 0
APPLE INC COM 037833100 13,356,567 65,100 SH DFND 1,2,3 65,100 0 0
ATLASSIAN CORP CL A 049468101 8,346,999 41,100 SH DFND 1,2,3 41,100 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102 19,974,694 2,040,316 SH DFND 1,2 0 0 2,040,316
BANK OF AMERICA CORP COM 060505104 196,562,548 4,153,900 SH DFND 1,2,3 4,153,900 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 6,270,450 127,500 SH DFND 1,2,3 127,500 0 0
BLACKROCK INC COM 09290D101 865,631,250 825,000 SH DFND 1,2,3 825,000 0 0
BOEING CO COM 097023105 128,651,420 614,000 SH DFND 1,2,3 614,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 211,211,024 1,966,400 SH DFND 1,2,3 1,966,400 0 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106 11,795,000 500,000 SH DFND 1,2,3 500,000 0 0
BROADCOM INC COM 11135F101 252,936,440 917,600 SH DFND 1,2,3 917,600 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 75,970,950 1,353,000 SH DFND 1,2,3 1,353,000 0 0
COOPER COS INC COM 216648501 8,403,996 118,100 SH DFND 1,2,3 118,100 0 0
DANAHER CORP COM 235851102 8,988,070 45,500 SH DFND 1,2,3 45,500 0 0
DISNEY WALT CO COM 254687106 141,991,450 1,145,000 SH DFND 1,2,3 1,145,000 0 0
ELEVANCE HEALTH INC COM 036752103 7,117,968 18,300 SH DFND 1,2,3 18,300 0 0
ELI LILLY AND CO COM 532457108 7,561,441 9,700 SH DFND 1,2,3 9,700 0 0
GALLAGHER ARTHUR J & CO COM 363576109 169,759,636 530,300 SH DFND 1,2,3 530,300 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 19,895,315 3,955,331 SH DFND 1,2 0 0 3,955,331
HONEYWELL INTERNATIONAL INC COM 438516106 931,520,000 4,000,000 SH DFND 1,2,3 4,000,000 0 0
HUBSPOT INC COM 443573100 9,017,406 16,200 SH DFND 1,2,3 16,200 0 0
INGERSOLL RAND INC COM 45687V106 8,817,080 106,000 SH DFND 1,2,3 106,000 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 221,085,000 750,000 SH DFND 1,2,3 750,000 0 0
INTUIT INC COM 461202103 1,181,445,000 1,500,000 SH DFND 1,2,3 1,500,000 0 0
ISHARES TR MSCI EURO FL ETF 464289180 7,037,675 222,500 SH DFND 1,2,3 222,500 0 0
JPMORGAN CHASE & CO COM 46625H100 1,399,105,660 4,826,000 SH DFND 1,2,3 4,826,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 42,244,610 959,015 SH DFND 1,2,4 0 0 959,015
KKR & CO INC COM 48251W104 153,835,892 1,156,400 SH DFND 1,2,3 1,156,400 0 0
LINDE PLC SHS G54950103 187,672,000 400,000 SH DFND 1,2,3 400,000 0 0
MASTERCARD INC CL A 57636Q104 47,764,900 85,000 SH DFND 1,2,3 85,000 0 0
META PLATFORMS INC CL A 30303M102 19,928,430 27,000 SH DFND 1,2,3 27,000 0 0
MICROSOFT CORP COM 594918104 956,345,337 1,922,650 SH DFND 1,2,3 1,922,650 0 0
NVIDIA CORP COM 67066G104 151,907,385 961,500 SH DFND 1,2,3 961,500 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 9,544,767 105,900 SH DFND 1,2,3 105,900 0 0
PFIZER INC COM 717081103 306,636,000 12,650,000 SH DFND 1,2,3 12,650,000 0 0
REPUBLIC SERVICES INC COM 760759100 9,617,790 39,000 SH DFND 1,2,3 39,000 0 0
S&P GLOBAL INC COM 78409V104 949,122,000 1,800,000 SH DFND 1,2,3 1,800,000 0 0
SALESFORCE.COM INC COM 79466L302 200,318,074 734,600 SH DFND 1,2,3 734,600 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 17,157,063 202,300 SH DFND 1,2,3 202,300 0 0
SONDER HOLDINGS INC CL A NEW 83542D300 350,117 129,673 SH DFND 1,2,4 0 0 129,673
SPDR S&P 500 ETF TRUST TR UNIT 78462F103 105,034,500 170,000 SH DFND 1,2,3 170,000 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100 13,136,420 58,000 SH DFND 1,2,3 58,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 9,714,000 40,000 SH DFND 1,2,3 40,000 0 0
TESLA INC COM 88160R101 7,687,372 24,200 SH DFND 1,2,3 24,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 835,247,600 2,060,000 SH DFND 1,2,3 2,060,000 0 0
TJX COS INC NEW COM 872540109 188,013,525 1,522,500 SH DFND 1,2,3 1,522,500 0 0
TOLL BROTHERS INC COM 889478103 6,733,670 59,000 SH DFND 1,2,3 59,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 149,280,000 1,600,000 SH DFND 1,2,3 1,600,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 109,189,500 350,000 SH DFND 1,2,3 350,000 0 0
US FOODS HOLDING CORP COM 912008109 22,140,375 287,500 SH DFND 1,2,3 287,500 0 0
VISA INC COM CL A 92826C839 393,430,905 1,108,100 SH DFND 1,2,3 1,108,100 0 0
WALMART INC COM 931142103 145,301,080 1,486,000 SH DFND 1,2,3 1,486,000 0 0
WEST PHARMACEUTICAL SERVICES INC COM 955306105 6,454,600 29,500 SH DFND 1,2,3 29,500 0 0
ZOETIS INC CL A 98978V103 748,560,000 4,800,000 SH DFND 1,2,3 4,800,000 0 0