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
ARCOSA INC COM 039653100   14,396,300 190,000 SH   DFND 1,2,3,4 190,000 0 0
BAUSCH HEALTH COS INC COM 071734107   8,000,000 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
BILL HOLDINGS INC COM 090043100   198,645,000 1,700,000 SH   DFND 1,2,3,4 1,700,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   217,600,000 1,600,000 SH   DFND 1,2,3,4 1,600,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   67,935,000 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
CBRE GROUP INC CL A 12504L109   72,639,000 900,000 SH   DFND 1,2,3,4 900,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   84,100,000 400,000 SH   DFND 1,2,3,4 400,000 0 0
CNH INDL N V SHS N20944109   115,200,000 8,000,000 SH   DFND 1,2,3,4 8,000,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   274,650,000 3,000,000 SH   DFND 1,2,3,4 3,000,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   23,313,000 2,850,000 SH   DFND 1,2,3,4 2,850,000 0 0
D R HORTON INC COM 23331A109   69,363,300 570,000 SH   DFND 1,2,3,4 570,000 0 0
DISCOVER FINL SVCS COM 254709108   300,612,283 2,572,634 SH   DFND 1,2,3,4 2,572,634 0 0
ENDAVA PLC ADS 29260V105   28,225,550 545,000 SH   DFND 1,2,3,4 545,000 0 0
ENTEGRIS INC COM 29362U104   166,230,000 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
EPAM SYS INC COM 29414B104   44,950,000 200,000 SH   DFND 1,2,3,4 200,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   98,451,000 900,000 SH   DFND 1,2,3,4 900,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100   36,001,800 4,077,214 SH   DFND 1,2,3,4 4,077,214 0 0
FERGUSON PLC NEW SHS G3421J106   204,503,000 1,300,000 SH   DFND 1,2,3,4 1,300,000 0 0
FREYR BATTERY SHS L4135L100   33,660,000 3,600,000 SH   DFND 1,2,3,4 3,600,000 0 0
HALEON PLC SPON ADS 405552100   63,688,000 7,600,000 SH   DFND 1,2,3,4 7,600,000 0 0
ILLUMINA INC COM 452327109   93,745,000 500,000 SH   DFND 1,2,3,4 500,000 0 0
JONES LANG LASALLE INC COM 48020Q107   140,220,000 900,000 SH   DFND 1,2,3,4 900,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   248,468,300 1,029,579 SH   DFND 1,2,3,4 1,029,579 0 0
LENNAR CORP CL A 526057104   106,513,500 850,000 SH   DFND 1,2,3,4 850,000 0 0
LPL FINL HLDGS INC COM 50212V100   41,311,700 190,000 SH   DFND 1,2,3,4 190,000 0 0
MICROSOFT CORP COM 594918104   177,080,800 520,000 SH   DFND 1,2,3,4 520,000 0 0
NETFLIX INC COM 64110L106   99,110,250 225,000 SH   DFND 1,2,3,4 225,000 0 0
PROGRESSIVE CORP COM 743315103   59,566,500 450,000 SH   DFND 1,2,3,4 450,000 0 0
QIAGEN NV SHS NEW N72482123   45,030,000 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
QUANTA SVCS INC COM 74762E102   49,112,500 250,000 SH   DFND 1,2,3,4 250,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   109,080,000 1,800,000 SH   DFND 1,2,3,4 1,800,000 0 0
SYNCHRONY FINANCIAL COM 87165B103   247,616,000 7,300,000 SH   DFND 1,2,3,4 7,300,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   75,690,000 750,000 SH   DFND 1,2,3,4 750,000 0 0
TANGO THERAPEUTICS INC COM 87583X109   14,940,000 4,500,000 SH   DFND 1,2,3,4 4,500,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   112,196,000 2,800,000 SH   DFND 1,2,3,4 2,800,000 0 0
TOLL BROTHERS INC COM 889478103   79,070,000 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
TWILIO INC CL A 90138F102   150,779,400 2,370,000 SH   DFND 1,2,3,4 2,370,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   107,925,000 2,500,000 SH   DFND 1,2,3,4 2,500,000 0 0
VAIL RESORTS INC COM 91879Q109   271,346,928 1,077,800 SH   DFND 1,2,3,4 1,077,800 0 0
VISA INC COM CL A 92826C839   45,121,200 190,000 SH   DFND 1,2,3,4 190,000 0 0
WESCO INTL INC COM 95082P105   35,812,000 200,000 SH   DFND 1,2,3,4 200,000 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   176,625,000 750,000 SH   DFND 1,2,3,4 750,000 0 0