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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 28,352,500 250,000 SH Call DFND 1,2 0 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 20,034,750 25,000 SH Call DFND 1,2 0 0 0
BRUKER CORP COM 116794108 10,300,000 250,000 SH DFND 1,2 250,000 0 0
JD.COM INC SPON ADS CL A 47215P106 32,640,000 1,000,000 SH Call DFND 1,2 0 0 0
LAUDER ESTEE COS INC CL A 518439104 40,400,000 500,000 SH Call DFND 1,2 0 0 0
LAUDER ESTEE COS INC CL A 518439104 12,120,000 150,000 SH DFND 1,2 150,000 0 0
LULULEMON ATHLETICA INC COM 550021109 11,879,000 50,000 SH DFND 1,2 50,000 0 0
LULULEMON ATHLETICA INC COM 550021109 95,032,000 400,000 SH Call DFND 1,2 0 0 0
MERCADOLIBRE INC COM 58733R102 7,840,890 3,000 SH DFND 1,2 3,000 0 0
META PLATFORMS INC CL A 30303M102 73,809,000 100,000 SH Call DFND 1,2 0 0 0
REGENERON PHARMACEUTICALS COM 75886F107 7,875,000 15,000 SH DFND 1,2 15,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 105,000,000 200,000 SH Call DFND 1,2 0 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,239,400 20,000 SH DFND 1,2 20,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 109,189,500 350,000 SH Call DFND 1,2 0 0 0
V F CORP COM 918204108 17,625,000 1,500,000 SH Call DFND 1,2 0 0 0