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
ALPHABET INC CAP STK CL A 02079K305   38,901,150 205,500 SH   DFND 1 205,500 0 0
ALPHABET INC CAP STK CL A 02079K305   37,860,000 200,000 SH Call DFND 1 200,000 0 0
AMAZON COM INC COM 023135106   32,798,805 149,500 SH   DFND 1 149,500 0 0
AMAZON COM INC COM 023135106   76,786,500 350,000 SH Call DFND 1 350,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   10,775,218 463,251 SH   DFND 1 463,251 0 0
BWX TECHNOLOGIES INC COM 05605H100   32,127,438 288,423 SH   DFND 1 288,423 0 0
CAMECO CORP COM 13321L108   23,313,382 453,656 SH   DFND 1 453,656 0 0
CAMECO CORP COM 13321L108   12,847,500 250,000 SH Call DFND 1 250,000 0 0
CITIGROUP INC COM NEW 172967424   11,619,700 165,076 SH   DFND 1 165,076 0 0
COUPANG INC CL A 22266T109   17,960,583 817,133 SH   DFND 1 817,133 0 0
CRONOS GROUP INC COM 22717L101   16,059,479 7,950,237 SH   DFND 1 7,950,237 0 0
CROWN CASTLE INC COM 22822V101   7,260,800 80,000 SH Call DFND 1 80,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   11,452,400 20,000 SH   DFND 1 20,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   6,377,537 1,351,173 SH   DFND 1 1,351,173 0 0
GRAB HOLDINGS LIMITED *W EXP 99/99/999 G4124C117   40,750 100,000 SH   DFND 1 100,000 0 0
KBR INC COM 48242W106   33,683,051 581,444 SH   DFND 1 581,444 0 0
KBR INC COM 48242W106   4,344,750 75,000 SH Call DFND 1 75,000 0 0
MICROSOFT CORP COM 594918104   47,794,728 113,392 SH   DFND 1 113,392 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   23,171,768 1,327,895 SH   DFND 1 1,327,895 0 0
NVIDIA CORPORATION COM 67066G104   28,548,040 212,585 SH   DFND 1 212,585 0 0
NVIDIA CORPORATION COM 67066G104   67,145,000 500,000 SH Call DFND 1 500,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   5,301,806 398,632 SH   DFND 1 398,632 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   7,249,500 150,000 SH   DFND 1 150,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   48,330,000 1,000,000 SH Call DFND   1,000,000 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   17,387,771 360,817 SH   DFND 1 360,817 0 0
SNOWFLAKE INC CL A 833445109   10,808,700 70,000 SH   DFND 1 70,000 0 0
SNOWFLAKE INC CL A 833445109   38,602,500 250,000 SH Call DFND 1 250,000 0 0
TECHNIPFMC PLC COM G87110105   17,348,315 599,458 SH   DFND 1 599,458 0 0
US FOODS HLDG CORP COM 912008109   43,744,909 648,457 SH   DFND 1 648,457 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   59,328,164 522,209 SH   DFND 1 522,209 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   56,805,000 500,000 SH Call DFND 1 500,000 0 0
DISNEY WALT CO COM 254687106   23,105,125 207,500 SH   DFND 1 207,500 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   30,648,864 916,259 SH   DFND 1 916,259 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   30,680,340 917,200 SH Call DFND 1 150,000 0 0