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 | 708,621 | 2,659,090 | SH | DFND | 1 | 2,659,090 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 492,751 | 2,700,745 | SH | DFND | 1 | 2,700,745 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 744,240 | 634,308 | SH | DFND | 1 | 634,308 | 0 | 0 | |
| AMERICAN EXPRESS CO | COM | 025816109 | 1,024,003 | 9,368,737 | SH | DFND | 1 | 9,368,737 | 0 | 0 | |
| ANTHEM INC | COM | 036752103 | 199,217 | 694,185 | SH | DFND | 1 | 694,185 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 347,288 | 2,228,779 | SH | DFND | 1 | 2,228,779 | 0 | 0 | |
| BOEING CO | COM | 097023105 | 347,625 | 911,396 | SH | DFND | 1 | 911,396 | 0 | 0 | |
| CANADIAN PAC RY LTD | COM | 13645T100 | 699,631 | 3,395,773 | SH | DFND | 1 | 3,395,773 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 987,604 | 2,846,860 | SH | DFND | 1 | 2,846,860 | 0 | 0 | |
| CSX CORP | COM | 126408103 | 908,388 | 12,140,980 | SH | DFND | 1 | 12,140,980 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 568,121 | 6,435,439 | SH | DFND | 1 | 6,435,439 | 0 | 0 | |
| FOX CORP | CL A COM | 35137L105 | 508,841 | 13,861,101 | SH | DFND | 1 | 13,861,101 | 0 | 0 | |
| GODADDY INC | CL A | 380237107 | 172,068 | 2,288,437 | SH | DFND | 1 | 2,288,437 | 0 | 0 | |
| KKR & CO INC | CL A | 48251W104 | 211,401 | 8,999,602 | SH | DFND | 1 | 8,999,602 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 443,542 | 2,204,702 | SH | DFND | 1 | 2,204,702 | 0 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 575,889 | 2,445,906 | SH | DFND | 1 | 2,445,906 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 1,159,142 | 9,828,234 | SH | DFND | 1 | 9,828,234 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 703,221 | 3,339,926 | SH | DFND | 1 | 3,339,926 | 0 | 0 | |
| SYNOPSYS INC | COM | 871607107 | 253,271 | 2,199,485 | SH | DFND | 1 | 2,199,485 | 0 | 0 | |
| TENARIS S A | SPONSORED ADS | 88031M109 | 361,917 | 12,811,214 | SH | DFND | 1 | 12,811,214 | 0 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 327,249 | 3,100,420 | SH | DFND | 1 | 3,100,420 | 0 | 0 | |
| TRANSUNION | COM | 89400J107 | 194,176 | 2,905,092 | SH | DFND | 1 | 2,905,092 | 0 | 0 | |
| UNION PACIFIC CORP | COM | 907818108 | 1,292,386 | 7,729,579 | SH | DFND | 1 | 7,729,579 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 150,054 | 606,869 | SH | DFND | 1 | 606,869 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 501,565 | 4,236,189 | SH | DFND | 1 | 4,236,189 | 0 | 0 | |
| WYNN RESORTS LTD | COM | 983134107 | 274,840 | 2,303,387 | SH | DFND | 1 | 2,303,387 | 0 | 0 | |