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
ARM HOLDINGS PLC SPONSORED ADS 042068205 1,928,264 11,922 SH DFND 1,928,264 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 978,955 8,632 SH DFND 978,955 0 0
ADOBE INC COM 00724F101 518,419 1,340 SH DFND 518,419 0 0
ALBEMARLE CORP COM 012653101 1,777,008 28,355 SH DFND 1,777,008 0 0
ALIGN TECHNOLOGY INC COM 016255101 264,305 1,396 SH DFND 264,305 0 0
APPLIED MATLS INC COM 038222105 684,682 3,740 SH DFND 684,682 0 0
ADVANCED MICRO DEVICES INC COM 007903107 14,268,045 100,550 SH DFND 14,268,045 0 0
AMAZON COM INC COM 023135106 384,371 1,752 SH DFND 384,371 0 0
ARISTA NETWORKS INC COM SHS 040413205 376,808 3,683 SH DFND 376,808 0 0
BROADCOM INC COM 11135F101 9,483,463 34,404 SH DFND 9,483,463 0 0
ENPHASE ENERGY INC COM 29355A107 684,597 17,266 SH DFND 684,597 0 0
ALPHABET INC CAP STK CL A 02079K305 4,587,972 26,034 SH DFND 4,587,972 0 0
ILLUMINA INC COM 452327109 419,136 4,393 SH DFND 419,136 0 0
INTEL CORP COM 458140100 138,632,054 6,188,931 SH DFND 138,632,054 0 0
MICRON TECHNOLOGY INC COM 595112103 266,220 2,160 SH DFND 266,220 0 0
NVIDIA CORPORATION COM 67066G104 1,306,577 8,270 SH DFND 1,306,577 0 0
ON SEMICONDUCTOR CORP COM 682189105 7,903,795 150,807 SH DFND 7,903,795 0 0
PAYPAL HLDGS INC COM 70450Y103 18,187,590 244,720 SH DFND 18,187,590 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 390,120 7,960 SH DFND 390,120 0 0
TESLA INC COM 88160R101 1,720,447 5,416 SH DFND 1,720,447 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,185,798 3,801 SH DFND 1,185,798 0 0
VISA INC COM CL A 92826C839 2,999,107 8,447 SH DFND 2,999,107 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 16,256,452 375,698 SH DFND 16,256,452 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 440,703 3,432 SH DFND 440,703 0 0
BLOCK INC CL A 852234103 871,882 12,835 SH DFND 871,882 0 0
AIRBNB INC COM CL A 009066101 6,177,499 46,679 SH DFND 6,177,499 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 2,956,250 42,420 SH DFND 2,956,250 0 0
ANALOG DEVICES INC COM 032654105 112,756,263 473,726 SH DFND 112,756,263 0 0
AERCAP HOLDINGS NV SHS N00985106 898,443 7,679 SH DFND 898,443 0 0
AMGEN INC COM 031162100 135,597,499 485,647 SH DFND 135,597,499 0 0
BARRICK MNG CORP COM SHS 06849F108 16,574,136 796,068 SH DFND 16,574,136 0 0
BLOOM ENERGY CORP COM CL A 093712107 441,228 18,446 SH DFND 441,228 0 0
CELSIUS HLDGS INC COM NEW 15118V207 1,050,084 22,636 SH DFND 1,050,084 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,008,050 107,000 SH DFND 6,008,050 0 0
CENTENE CORP DEL COM 15135B101 1,669,110 30,750 SH DFND 1,669,110 0 0
CVS HEALTH CORP COM 126650100 9,501,995 137,750 SH DFND 9,501,995 0 0
DOW INC COM 260557103 6,672,960 252,000 SH DFND 6,672,960 0 0
DEXCOM INC COM 252131107 6,459,460 74,000 SH DFND 6,459,460 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 2,391,782 131,924 SH DFND 2,391,782 0 0
FREEPORT-MCMORAN INC CL B 35671D857 159,147,344 3,671,219 SH DFND 159,147,344 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 29,628,000 400,000 SH DFND 29,628,000 0 0
GENERAL MTRS CO COM 37045V100 1,451,695 29,500 SH DFND 1,451,695 0 0
GRANITE CONSTR INC COM 387328107 18,702,000 200,000 SH DFND 18,702,000 0 0
HOME DEPOT INC COM 437076102 24,713,736 67,406 SH DFND 24,713,736 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 105,699,813 5,168,695 SH DFND 105,699,813 0 0
KEURIG DR PEPPER INC COM 49271V100 6,661,590 201,500 SH DFND 6,661,590 0 0
ELI LILLY & CO COM 532457108 3,037,049 3,896 SH DFND 3,037,049 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,260,139 17,494 SH DFND 4,260,139 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 107,584,400 1,528,839 SH DFND 107,584,400 0 0
MEDTRONIC PLC SHS G5960L103 18,091,872 207,547 SH DFND 18,091,872 0 0
METLIFE INC COM 59156R108 2,999,425 37,297 SH DFND 2,999,425 0 0
MPLX LP COM UNIT REP LTD 55336V100 2,620,211 50,868 SH DFND 2,620,211 0 0
NEXTERA ENERGY INC COM 65339F101 25,098,454 361,545 SH DFND 25,098,454 0 0
NEWMONT CORP COM 651639106 1,996,978 34,277 SH DFND 1,996,978 0 0
PG&E CORP COM 69331C108 12,235,138 877,700 SH DFND 12,235,138 0 0
PINTEREST INC CL A 72352L106 1,823,302 50,845 SH DFND 1,823,302 0 0
POWELL INDS INC COM 739128106 635,769 3,021 SH DFND 635,769 0 0
QUALCOMM INC COM 747525103 8,998,509 56,502 SH DFND 8,998,509 0 0
SCHWAB CHARLES CORP COM 808513105 12,946,409 141,894 SH DFND 12,946,409 0 0
SEALED AIR CORP NEW COM 81211K100 8,722,316 281,093 SH DFND 8,722,316 0 0
SPROUTS FMRS MKT INC COM 85208M102 4,020,180 24,418 SH DFND 4,020,180 0 0
SL GREEN RLTY CORP COM 78440X887 782,787 12,646 SH DFND 782,787 0 0
SNOWFLAKE INC CL A 833445109 48,114,578 215,018 SH DFND 48,114,578 0 0
SOFI TECHNOLOGIES INC COM 83406F102 45,525,000 2,500,000 SH DFND 45,525,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 934,620 1,218 SH DFND 934,620 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,173,120 56,000 SH DFND 4,173,120 0 0
ATLASSIAN CORPORATION CL A 049468101 4,140,802 20,389 SH DFND 4,140,802 0 0
TOAST INC CL A 888787108 4,758,075 107,430 SH DFND 4,758,075 0 0
TARGA RES CORP COM 87612G101 2,893,732 16,623 SH DFND 2,893,732 0 0
US BANCORP DEL COM NEW 902973304 35,613,108 787,030 SH DFND 35,613,108 0 0
VALERO ENERGY CORP COM 91913Y100 4,570,280 34,000 SH DFND 4,570,280 0 0
EXXON MOBIL CORP COM 30231G102 144,147,357 1,337,174 SH DFND 144,147,357 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 200,721 2,574 SH DFND 200,721 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830 446,310 9,918 SH DFND 446,310 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 1,004,029 19,286 SH DFND 1,004,029 0 0
ISHARES SILVER TR ISHARES 46428Q109 497,104 15,151 SH DFND 497,104 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78468R556 322,803 2,566 SH DFND 322,803 0 0