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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,735,760 14,000 SH DFND 1 0 0 14,000
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,209,319 6,565 SH DFND 1 0 0 6,565
ADVANCED MICRO DEVICES INC COM 007903107 220,218 3,400 SH DFND 1 0 0 3,400
AIR PRODS & CHEMS INC COM 009158106 357,582 1,160 SH DFND 1 0 0 1,160
AIRBNB INC COM CL A 009066101 247,950 2,900 SH DFND 1 0 0 2,900
ALBEMARLE CORP COM 012653101 260,232 1,200 SH DFND 1 0 0 1,200
ALPHABET INC CAP STK CL A 02079K305 7,776,592 88,140 SH DFND 1 0 0 88,140
AMAZON COM INC COM 023135106 2,439,360 29,040 SH DFND 1 0 0 29,040
AMERICAN EXPRESS CO COM 025816109 384,150 2,600 SH DFND 1 0 0 2,600
AMERICAN WTR WKS CO INC NEW COM 030420103 396,292 2,600 SH DFND 1 0 0 2,600
AON PLC SHS CL A G0403H108 1,350,630 4,500 SH DFND 1 0 0 4,500
APPLE INC COM 037833100 4,105,788 31,600 SH DFND 1 0 0 31,600
ARCHER DANIELS MIDLAND CO COM 039483102 324,975 3,500 SH DFND 1 0 0 3,500
ASTRAZENECA PLC SPONSORED ADR 046353108 5,339,928 78,760 SH DFND 1 0 0 78,760
ATKORE INC COM 047649108 283,550 2,500 SH DFND 1 0 0 2,500
AUTOMATIC DATA PROCESSING IN COM 053015103 3,582,900 15,000 SH DFND 1 0 0 15,000
AUTOZONE INC COM 053332102 3,822,579 1,550 SH DFND 1 0 0 1,550
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,096,723 10,025 SH DFND 1 0 0 10,025
BERRY GLOBAL GROUP INC COM 08579W103 3,759,834 62,218 SH DFND 1 0 0 62,218
BOOKING HOLDINGS INC COM 09857L108 282,139 140 SH DFND 1 0 0 140
BORGWARNER INC COM 099724106 213,325 5,300 SH DFND 1 0 0 5,300
BRISTOL-MYERS SQUIBB CO COM 110122108 1,450,224 20,156 SH DFND 1 0 0 20,156
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 488,050 17,044 SH DFND 1 0 0 17,044
BROOKFIELD CORP CL A LTD VT SH 11271J107 2,479,905 68,176 SH DFND 1 0 0 68,176
CADENCE DESIGN SYSTEM INC COM 127387108 401,600 2,500 SH DFND 1 0 0 2,500
CBOE GLOBAL MKTS INC COM 12503M108 213,299 1,700 SH DFND 1 0 0 1,700
CELANESE CORP DEL COM 150870103 2,197,649 21,495 SH DFND 1 0 0 21,495
CELSIUS HLDGS INC COM NEW 15118V207 457,776 4,400 SH DFND 1 0 0 4,400
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,621,237 4,781 SH DFND 1 0 0 4,781
CHEMOURS CO COM 163851108 2,880,607 94,076 SH DFND 1 0 0 94,076
CHIPOTLE MEXICAN GRILL INC COM 169656105 388,497 280 SH DFND 1 0 0 280
CISCO SYS INC COM 17275R102 2,644,496 55,510 SH DFND 1 0 0 55,510
CITIGROUP INC COM NEW 172967424 1,356,900 30,000 SH DFND 1 0 0 30,000
CME GROUP INC COM 12572Q105 2,354,240 14,000 SH DFND 1 0 0 14,000
COCA COLA CO COM 191216100 6,144,726 96,600 SH DFND 1 0 0 96,600
CROWN CASTLE INC COM 22822V101 284,844 2,100 SH DFND 1 0 0 2,100
CVS HEALTH CORP COM 126650100 698,925 7,500 SH DFND 1 0 0 7,500
CYBERARK SOFTWARE LTD SHS M2682V108 298,195 2,300 SH DFND 1 0 0 2,300
DANAHER CORPORATION COM 235851102 6,794,752 25,600 SH DFND 1 0 0 25,600
DEERE & CO COM 244199105 5,016,492 11,700 SH DFND 1 0 0 11,700
DISNEY WALT CO COM 254687106 1,563,840 18,000 SH DFND 1 0 0 18,000
DOLLAR GEN CORP NEW COM 256677105 246,250 1,000 SH DFND 1 0 0 1,000
DOW INC COM 260557103 251,950 5,000 SH DFND 1 0 0 5,000
EATON CORP PLC SHS G29183103 659,190 4,200 SH DFND 1 0 0 4,200
EDGIO INC COM 53261M104 45,200 40,000 SH DFND 1 0 0 40,000
EDWARDS LIFESCIENCES CORP COM 28176E108 272,327 3,650 SH DFND 1 0 0 3,650
ELECTRONIC ARTS INC COM 285512109 238,251 1,950 SH DFND 1 0 0 1,950
ELEVANCE HEALTH INC COM 036752103 5,375,926 10,480 SH DFND 1 0 0 10,480
ENBRIDGE INC COM 29250N105 404,842 10,350 SH DFND 1 0 0 10,350
ENPHASE ENERGY INC COM 29355A107 1,809,677 6,830 SH DFND 1 0 0 6,830
EXXON MOBIL CORP COM 30231G102 3,309,000 30,000 SH DFND 1 0 0 30,000
FERRARI N V COM N3167Y103 540,356 2,500 SH DFND 1 0 0 2,500
FORD MTR CO DEL COM 345370860 1,744,500 150,000 SH DFND 1 0 0 150,000
FORTINET INC COM 34959E109 3,643,429 74,523 SH DFND 1 0 0 74,523
HCA HEALTHCARE INC COM 40412C101 2,449,992 10,210 SH DFND 1 0 0 10,210
HERSHEY CO COM 427866108 3,241,980 14,000 SH DFND 1 0 0 14,000
HOME DEPOT INC COM 437076102 4,943,209 15,650 SH DFND 1 0 0 15,650
IMPINJ INC COM 453204109 272,950 2,500 SH DFND 1 0 0 2,500
INTUITIVE SURGICAL INC COM NEW 46120E602 265,350 1,000 SH DFND 1 0 0 1,000
JPMORGAN CHASE & CO COM 46625H100 341,955 2,550 SH DFND 1 0 0 2,550
KELLOGG CO COM 487836108 1,923,480 27,000 SH DFND 1 0 0 27,000
KRAFT HEINZ CO COM 500754106 2,442,600 60,000 SH DFND 1 0 0 60,000
KROGER CO COM 501044101 1,783,200 40,000 SH DFND 1 0 0 40,000
LAUDER ESTEE COS INC CL A 518439104 2,729,210 11,000 SH DFND 1 0 0 11,000
LGI HOMES INC COM 50187T106 3,022,927 32,645 SH DFND 1 0 0 32,645
LILLY ELI & CO COM 532457108 8,414,320 23,000 SH DFND 1 0 0 23,000
LINDE PLC SHS G5494J103 2,092,782 6,400 SH DFND 1 0 0 6,400
LOGITECH INTL S A SHS H50430232 254,246 4,120 SH DFND 1 0 0 4,120
LPL FINL HLDGS INC COM 50212V100 2,161,700 10,000 SH DFND 1 0 0 10,000
LULULEMON ATHLETICA INC COM 550021109 256,304 800 SH DFND 1 0 0 800
MARQETA INC CLASS A COM 57142B104 781,292 127,871 SH DFND 1 0 0 127,871
MASTERCARD INCORPORATED CL A 57636Q104 4,433,558 12,750 SH DFND 1 0 0 12,750
MCDONALDS CORP COM 580135101 574,495 2,180 SH DFND 1 0 0 2,180
MEDICAL PPTYS TRUST INC COM 58463J304 140,364 12,600 SH DFND 1 0 0 12,600
MERCK & CO INC COM 58933Y105 2,951,270 26,600 SH DFND 1 0 0 26,600
META PLATFORMS INC CL A 30303M102 1,685,482 14,006 SH DFND 1 0 0 14,006
METLIFE INC COM 59156R108 1,681,879 23,240 SH DFND 1 0 0 23,240
METTLER TOLEDO INTERNATIONAL COM 592688105 289,090 200 SH DFND 1 0 0 200
MICROSOFT CORP COM 594918104 9,580,809 39,950 SH DFND 1 0 0 39,950
MONDELEZ INTL INC CL A 609207105 743,148 11,150 SH DFND 1 0 0 11,150
MONOLITHIC PWR SYS INC COM 609839105 282,888 800 SH DFND 1 0 0 800
MONSTER BEVERAGE CORP NEW COM 61174X109 2,538,250 25,000 SH DFND 1 0 0 25,000
MOODYS CORP COM 615369105 214,537 770 SH DFND 1 0 0 770
MOSAIC CO NEW COM 61945C103 2,662,909 60,700 SH DFND 1 0 0 60,700
NETFLIX INC COM 64110L106 2,060,032 6,986 SH DFND 1 0 0 6,986
NEXTERA ENERGY INC COM 65339F101 1,026,942 12,284 SH DFND 1 0 0 12,284
NIKE INC CL B 654106103 251,572 2,150 SH DFND 1 0 0 2,150
NVIDIA CORPORATION COM 67066G104 268,898 1,840 SH DFND 1 0 0 1,840
NXP SEMICONDUCTORS N V COM N6596X109 244,947 1,550 SH DFND 1 0 0 1,550
ON SEMICONDUCTOR CORP COM 682189105 333,555 5,348 SH DFND 1 0 0 5,348
PALO ALTO NETWORKS INC COM 697435105 3,641,994 26,100 SH DFND 1 0 0 26,100
PEPSICO INC COM 713448108 1,725,303 9,550 SH DFND 1 0 0 9,550
PERKINELMER INC COM 714046109 243,983 1,740 SH DFND 1 0 0 1,740
PFIZER INC COM 717081103 506,251 9,880 SH DFND 1 0 0 9,880
PROCTER AND GAMBLE CO COM 742718109 565,016 3,728 SH DFND 1 0 0 3,728
PROLOGIS INC. COM 74340W103 479,103 4,250 SH DFND 1 0 0 4,250
PUBLIC STORAGE COM 74460D109 322,219 1,150 SH DFND 1 0 0 1,150
PURECYCLE TECHNOLOGIES INC COM 74623V103 169,000 25,000 SH DFND 1 0 0 25,000
QUALYS INC COM 74758T303 357,116 3,182 SH DFND 1 0 0 3,182
QUANTA SVCS INC COM 74762E102 427,500 3,000 SH DFND 1 0 0 3,000
REPUBLIC SVCS INC COM 760759100 257,980 2,000 SH DFND 1 0 0 2,000
RESMED INC COM 761152107 259,538 1,247 SH DFND 1 0 0 1,247
RIO TINTO PLC SPONSORED ADR 767204100 2,136,000 30,000 SH DFND 1 0 0 30,000
ROPER TECHNOLOGIES INC COM 776696106 216,045 500 SH DFND 1 0 0 500
S&P GLOBAL INC COM 78409V104 334,940 1,000 SH DFND 1 0 0 1,000
SCHLUMBERGER LTD COM STK 806857108 299,376 5,600 SH DFND 1 0 0 5,600
SCHWAB CHARLES CORP COM 808513105 1,665,200 20,000 SH DFND 1 0 0 20,000
SEA LTD SPONSORD ADS 81141R100 325,188 6,250 SH DFND 1 0 0 6,250
SERVICENOW INC COM 81762P102 232,962 600 SH DFND 1 0 0 600
SHOCKWAVE MED INC COM 82489T104 328,976 1,600 SH DFND 1 0 0 1,600
SNOWFLAKE INC CL A 833445109 487,318 3,395 SH DFND 1 0 0 3,395
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 224,750 2,815 SH DFND 1 0 0 2,815
SOLAREDGE TECHNOLOGIES INC COM 83417M104 311,597 1,100 SH DFND 1 0 0 1,100
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,422,284 18,015 SH DFND 1 0 0 18,015
TETRA TECH INC NEW COM 88162G103 290,380 2,000 SH DFND 1 0 0 2,000
THERMO FISHER SCIENTIFIC INC COM 883556102 5,672,107 10,300 SH DFND 1 0 0 10,300
TJX COS INC NEW COM 872540109 469,640 5,900 SH DFND 1 0 0 5,900
ULTA BEAUTY INC COM 90384S303 2,298,443 4,900 SH DFND 1 0 0 4,900
UNION PAC CORP COM 907818108 1,656,560 8,000 SH DFND 1 0 0 8,000
UNITED PARCEL SERVICE INC CL B 911312106 1,564,560 9,000 SH DFND 1 0 0 9,000
UNITED RENTALS INC COM 911363109 238,131 670 SH DFND 1 0 0 670
UNITEDHEALTH GROUP INC COM 91324P102 9,681,087 18,260 SH DFND 1 0 0 18,260
VERIZON COMMUNICATIONS INC COM 92343V104 319,140 8,100 SH DFND 1 0 0 8,100
VISA INC COM CL A 92826C839 4,436,715 21,355 SH DFND 1 0 0 21,355
WALMART INC COM 931142103 3,771,614 26,600 SH DFND 1 0 0 26,600
WASTE CONNECTIONS INC COM 94106B101 715,716 5,400 SH DFND 1 0 0 5,400
WASTE MGMT INC DEL COM 94106L109 5,886,138 37,520 SH DFND 1 0 0 37,520
WESTROCK CO COM 96145D105 1,316,742 37,450 SH DFND 1 0 0 37,450
XBIOTECH INC COM 98400H102 35,100 10,000 SH DFND 1 0 0 10,000
ZOETIS INC CL A 98978V103 4,490,292 30,640 SH DFND 1 0 0 30,640