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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BIO RAD LABS INC CL A 090572207   82,096,920 216,546 SH   DFND 1 0 216,546 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   11,769,685 843,705 SH   DFND 1 0 843,705 0
FIDELITY NATL INFORMATION SV COM 31620M106   38,745,378 708,325 SH   DFND 1 0 708,325 0
FRESHWORKS INC CLASS A COM 358054104   6,331,244 360,139 SH   DFND 1 0 360,139 0
GOLAR LNG LTD SHS G9456A100   27,764,005 1,376,500 SH   DFND 1 0 1,376,500 0
HCA HEALTHCARE INC COM 40412C101   18,830,934 62,050 SH   DFND 1 0 62,050 0
INVESCO QQQ TR UNIT SER 1 46090E103   44,661,770 120,897 SH   DFND 1,2 0 120,897 0
KIRBY CORP COM 497266106   24,675,633 320,671 SH   DFND 1 0 320,671 0
MICROSOFT CORP COM 594918104   42,014,123 123,375 SH   DFND 1 0 123,375 0
RH COM 74967X103   16,123,213 48,919 SH   DFND 1 0 48,919 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   13,839,012 830,673 SH   DFND 1 0 830,673 0
ROSS STORES INC COM 778296103   18,470,390 164,723 SH   DFND 1 0 164,723 0
THERMO FISHER SCIENTIFIC INC COM 883556102   10,471,001 20,069 SH   DFND 1 0 20,069 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   35,945,718 88,258 SH   DFND 1 0 88,258 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876   21,127,457 148,607 SH   DFND 1,2 0 148,607 0
WORKDAY INC CL A 98138H101   27,801,864 123,077 SH   DFND 1 0 123,077 0