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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 39,253,325 215,500 SH DFND 1 215,500 0 0
ALPHABET INC CAP STK CL A 02079K305 72,860,000 400,000 SH Call DFND 1 400,000 0 0
AMAZON COM INC COM 023135106 34,688,375 179,500 SH DFND 1 179,500 0 0
AMAZON COM INC COM 023135106 67,637,500 350,000 SH Call DFND 1 350,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 8,222,705 463,251 SH DFND 1 463,251 0 0
BWX TECHNOLOGIES INC COM 05605H100 29,061,355 305,909 SH DFND 1 305,909 0 0
CAMECO CORP COM 13321L108 21,827,875 443,656 SH DFND 1 443,656 0 0
CARA THERAPEUTICS INC COM 140755109 439,144 1,702,110 SH DFND 1 1,702,110 0 0
COUPANG INC CL A 22266T109 17,118,936 817,133 SH DFND 1 817,133 0 0
CRONOS GROUP INC COM 22717L101 18,524,052 7,950,237 SH DFND 1 7,950,237 0 0
CROWN CASTLE INC COM 22822V101 6,839,000 70,000 SH DFND 1 70,000 0 0
CROWN CASTLE INC COM 22822V101 9,770,000 100,000 SH Call DFND 1 100,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,571,093 75,276 SH DFND 1 75,276 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 23,720,000 500,000 SH Call DFND 1 500,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 4,796,664 1,351,173 SH DFND 1 1,351,173 0 0
GRAB HOLDINGS LIMITED *W EXP 99/99/999 G4124C117 16,000 100,000 SH DFND 1 100,000 0 0
KBR INC COM 48242W106 32,804,018 511,444 SH DFND 1 511,444 0 0
LUMINAR TECHNOLOGIES INC COM CL A 550424105 2,448,028 1,642,972 SH DFND 1 1,642,972 0 0
LUMINAR TECHNOLOGIES INC COM CL A 550424105 372,500 250,000 SH Call DFND 1 250,000 0 0
MATCH GROUP INC NEW COM 57667L107 7,251,797 238,703 SH DFND 1 238,703 0 0
MICROSOFT CORP COM 594918104 59,619,554 133,392 SH DFND 1 133,392 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 11,103,076 1,033,806 SH DFND 1 1,033,806 0 0
NVIDIA CORPORATION COM 67066G104 111,186,000 900,000 SH DFND 1 900,000 0 0
NVIDIA CORPORATION COM 67066G104 61,770,000 500,000 SH Call DFND 1 500,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 5,349,641 398,632 SH DFND 1 398,632 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 17,898,488 329,319 SH DFND 1 329,319 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 1,799,767 54,308 SH DFND 1 54,308 0 0
SNOWFLAKE INC CL A 833445109 15,535,350 115,000 SH DFND 1 115,000 0 0
SNOWFLAKE INC CL A 833445109 33,772,500 250,000 SH Call DFND 1 250,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 272,110,000 500,000 SH Put DFND 1 500,000 0 0
TECHNIPFMC PLC COM G87110105 16,329,577 624,458 SH DFND 1 624,458 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 815,751 96,197 SH DFND 1 96,197 0 0
UBER TECHNOLOGIES INC COM 90353T100 18,170,000 250,000 SH Call DFND 1 250,000 0 0
US FOODS HLDG CORP COM 912008109 39,275,293 741,323 SH DFND 1 741,323 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 72,296,771 835,125 SH DFND 1 835,125 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 43,285,000 500,000 SH Call DFND 1 500,000 0 0
DISNEY WALT CO COM 254687106 20,602,675 207,500 SH DFND 1 207,500 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 34,487,989 916,259 SH DFND 1 916,259 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 9,410,000 250,000 SH Call DFND 1 250,000 0 0