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
EMERSON ELEC CO COM 291011104   2,230,784 25,600 SH   DFND   2,230,784 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   1,912,416 35,200 SH   DFND   1,912,416 0 0
HEICO CORP NEW CL A 422806208   11,162,962 82,141 SH   DFND   11,162,962 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203   915,472 98,650 SH   DFND   915,472 0 0
NATIONAL INSTRS CORP COM 636518102   5,434,917 103,700 SH   DFND   5,434,917 0 0
HORIZON THERAPEUTICS PUBLIC ORD COM G46188101   27,659,350 253,430 SH   DFND   27,659,350 0 0