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 |
| AMAZON COM INC | COM | 023135106 | 11,944,689 | 54,445 | SH | DFND | 1 | 0 | 54,445 | 0 | |
| APPLE INC | COM | 037833100 | 25,235,910 | 123,000 | SH | DFND | 2 | 0 | 123,000 | 0 | |
| ARROW ELECTRS INC | COM | 042735100 | 20,692,211 | 162,381 | SH | DFND | 1 | 0 | 162,381 | 0 | |
| ATEGRITY SPECIALTY IN CO HO | COM | 04681Y103 | 215,200 | 10,000 | SH | DFND | 1,2 | 0 | 10,000 | 0 | |
| BIO RAD LABS INC | CL A | 090572207 | 43,904,796 | 181,936 | SH | DFND | 1 | 0 | 181,936 | 0 | |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 98,082,082 | 3,487,983 | SH | DFND | 1,2 | 0 | 3,487,983 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 13,793,542 | 120,594 | SH | DFND | 1 | 0 | 120,594 | 0 | |
| ENTEGRIS INC | COM | 29362U104 | 24,818,989 | 307,737 | SH | DFND | 1 | 0 | 307,737 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 59,210,897 | 351,025 | SH | DFND | 1,2 | 0 | 351,025 | 0 | |
| FISERV INC | COM | 337738108 | 5,751,425 | 33,359 | SH | DFND | 1 | 0 | 33,359 | 0 | |
| G III APPAREL GROUP LTD | COM | 36237H101 | 2,823,296 | 126,040 | SH | DFND | 1 | 0 | 126,040 | 0 | |
| GOLAR LNG LTD | SHS | G9456A100 | 26,921,578 | 653,595 | SH | DFND | 1 | 0 | 653,595 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 56,620,000 | 80,000 | SH | DFND | 2 | 0 | 80,000 | 0 | |
| HCA HEALTHCARE INC | COM | 40412C101 | 12,194,839 | 31,832 | SH | DFND | 1 | 0 | 31,832 | 0 | |
| ICON PLC | SHS | G4705A100 | 10,908,750 | 75,000 | SH | DFND | 2 | 0 | 75,000 | 0 | |
| LIBERTY MEDIA CORP DEL | COM LBTY LIV S C | 531229722 | 17,789,785 | 219,194 | SH | DFND | 1 | 0 | 219,194 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 19,936,690 | 40,081 | SH | DFND | 1 | 0 | 40,081 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 10,808,375 | 103,094 | SH | DFND | 1 | 0 | 103,094 | 0 | |
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 67,995,514 | 3,352,836 | SH | DFND | 1,2 | 0 | 3,352,836 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 79,958,739 | 506,100 | SH | DFND | 1,2 | 0 | 506,100 | 0 | |
| ON HLDG AG | NAMEN AKT A | H5919C104 | 13,012,500 | 250,000 | SH | DFND | 2 | 0 | 250,000 | 0 | |
| ONESTREAM INC | CL A | 68278B107 | 849,000 | 30,000 | SH | DFND | 1,2 | 0 | 30,000 | 0 | |
| RAPID7 INC | COM | 753422104 | 3,542,938 | 153,175 | SH | DFND | 1 | 0 | 153,175 | 0 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 79,970,000 | 500,000 | SH | DFND | 2 | 0 | 500,000 | 0 | |
| SERVICETITAN INC | SHS CL A | 81764X103 | 2,143,600 | 20,000 | SH | DFND | 1,2 | 0 | 20,000 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 4,191,941 | 13,437 | SH | DFND | 1 | 0 | 13,437 | 0 | |
| VAIL RESORTS INC | COM | 91879Q109 | 11,717,184 | 74,570 | SH | DFND | 1 | 0 | 74,570 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 14,859,600 | 61,915 | SH | DFND | 1 | 0 | 61,915 | 0 | |