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 |
| ADOBE INC | COM | 00724F101 | 482,856 | 2,134,263 | SH | DFND | 1 | 2,134,263 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 319,820 | 2,333,258 | SH | DFND | 1 | 2,333,258 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 632,787 | 611,028 | SH | DFND | 1 | 611,028 | 0 | 0 | |
| AMERICAN EXPRESS CO | COM | 025816109 | 754,539 | 7,915,847 | SH | DFND | 1 | 7,915,847 | 0 | 0 | |
| ANTHEM INC | COM | 036752103 | 65,856 | 250,757 | SH | DFND | 1 | 250,757 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 219,882 | 1,709,679 | SH | DFND | 1 | 1,709,679 | 0 | 0 | |
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 40,795 | 1,280,459 | SH | DFND | 1 | 1,280,459 | 0 | 0 | |
| CANADIAN PAC RY LTD | COM | 13645T100 | 557,886 | 3,140,896 | SH | DFND | 1 | 3,140,896 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 668,113 | 2,344,502 | SH | DFND | 1 | 2,344,502 | 0 | 0 | |
| CSX CORP | COM | 126408103 | 736,253 | 11,850,206 | SH | DFND | 1 | 11,850,206 | 0 | 0 | |
| GODADDY INC | CL A | 380237107 | 225,853 | 3,441,825 | SH | DFND | 1 | 3,441,825 | 0 | 0 | |
| KKR & CO INC | CL A | 48251W104 | 172,065 | 8,765,389 | SH | DFND | 1 | 8,765,389 | 0 | 0 | |
| LINDE PLC | COM | G5494J103 | 469,064 | 3,006,048 | SH | DFND | 1 | 3,006,048 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 269,555 | 1,568,364 | SH | DFND | 1 | 1,568,364 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 401,898 | 2,130,391 | SH | DFND | 1 | 2,130,391 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 896,802 | 8,829,399 | SH | DFND | 1 | 8,829,399 | 0 | 0 | |
| NUTRIEN LTD | COM | 67077M108 | 163,231 | 3,472,993 | SH | DFND | 1 | 3,472,993 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 511,483 | 3,009,784 | SH | DFND | 1 | 3,009,784 | 0 | 0 | |
| SYNOPSYS INC | COM | 871607107 | 76,477 | 907,842 | SH | DFND | 1 | 907,842 | 0 | 0 | |
| TENARIS S A | SPONSORED ADR | 88031M109 | 160,489 | 7,527,640 | SH | DFND | 1 | 7,527,640 | 0 | 0 | |
| TRANSUNION | COM | 89400J107 | 260,215 | 4,581,244 | SH | DFND | 1 | 4,581,244 | 0 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 1,929,275 | 40,092,987 | SH | DFND | 1 | 40,092,987 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 1,023,175 | 7,401,974 | SH | DFND | 1 | 7,401,974 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 614,106 | 2,465,101 | SH | DFND | 1 | 2,465,101 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 288,032 | 2,915,307 | SH | DFND | 1 | 2,915,307 | 0 | 0 | |
| WYNN RESORTS LTD | COM | 983134107 | 75,514 | 763,460 | SH | DFND | 1 | 763,460 | 0 | 0 | |