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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   144,521,000 325,000 SH   DFND 1,2,3,4 325,000 0 0
AMETEK INC COM 031100100   72,104,000 400,000 SH   DFND 1,2,3,4 400,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   28,695,000 750,000 SH   DFND 1,2,3,4 750,000 0 0
BLOCK INC CL A 852234103   50,994,000 600,000 SH   DFND 1,2,3,4 600,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   231,816,000 1,300,000 SH   DFND 1,2,3,4 1,300,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   110,760,000 600,000 SH   DFND 1,2,3,4 600,000 0 0
CME GROUP INC COM 12572Q105   116,115,000 500,000 SH   DFND 1,2,3,4 500,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   134,226,000 600,000 SH   DFND 1,2,3,4 600,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100   25,767,992 4,077,214 SH   DFND 1,2,3,4 4,077,214 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   52,071,000 300,000 SH   DFND 1,2,3,4 300,000 0 0
FIRST SOLAR INC COM 336433107   52,872,000 300,000 SH   DFND 1,2,3,4 300,000 0 0
FLUTTER ENTMT PLC SHS G3643J108   77,535,000 300,000 SH   DFND 1,2,3,4 300,000 0 0
FREYR BATTERY INC COM NEW 35834F104   14,922,013 5,783,726 SH   DFND 1,2,3,4 5,783,726 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259   24,801,000 300,000 SH   DFND 1,2,3,4 300,000 0 0
HENRY SCHEIN INC COM 806407102   179,920,000 2,600,000 SH   DFND 1,2,3,4 2,600,000 0 0
HUMANA INC COM 444859102   190,282,500 750,000 SH   DFND 1,2,3,4 750,000 0 0
IBOTTA INC CLASS A COM SHS 451051106   67,484,316 1,036,944 SH   DFND 1,2,3,4 1,036,944 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   118,387,500 1,250,000 SH   DFND 1,2,3,4 1,250,000 0 0
LAMB WESTON HLDGS INC COM 513272104   127,126,900 1,902,243 SH   DFND 1,2,3,4 1,902,243 0 0
LPL FINL HLDGS INC COM 50212V100   195,906,000 600,000 SH   DFND 1,2,3,4 600,000 0 0
MAPLEBEAR INC COM 565394103   91,124,000 2,200,000 SH   DFND 1,2,3,4 2,200,000 0 0
MICROSOFT CORP COM 594918104   189,675,000 450,000 SH   DFND 1,2,3,4 450,000 0 0
PINTEREST INC CL A 72352L106   116,000,000 4,000,000 SH   DFND 1,2,3,4 4,000,000 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   76,925,000 2,500,000 SH   DFND 1,2,3,4 2,500,000 0 0
PROGRESSIVE CORP COM 743315103   191,688,000 800,000 SH   DFND 1,2,3,4 800,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102   130,410,000 3,500,000 SH   DFND 1,2,3,4 3,500,000 0 0
SALESFORCE INC COM 79466L302   100,299,000 300,000 SH   DFND 1,2,3,4 300,000 0 0
SYNCHRONY FINANCIAL COM 87165B103   260,000,000 4,000,000 SH   DFND 1,2,3,4 4,000,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   123,431,250 625,000 SH   DFND 1,2,3,4 625,000 0 0
TAPESTRY INC COM 876030107   130,660,000 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
THOR INDS INC COM 885160101   58,014,521 606,149 SH   DFND 1,2,3,4 606,149 0 0
U HAUL HOLDING COMPANY COM 023586100   48,363,000 700,000 SH   DFND 1,2,3,4 700,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   115,290,000 1,800,000 SH   DFND 1,2,3,4 1,800,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   120,640,000 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
VISA INC COM CL A 92826C839   60,047,600 190,000 SH   DFND 1,2,3,4 190,000 0 0
WAYFAIR INC CL A 94419L101   124,096,000 2,800,000 SH   DFND 1,2,3,4 2,800,000 0 0
WESCO INTL INC COM 95082P105   90,480,000 500,000 SH   DFND 1,2,3,4 500,000 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   219,268,000 700,000 SH   DFND 1,2,3,4 700,000 0 0