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
ABBVIE INC COM 00287Y109 1,836,603 8,038 SH DFND 1 8,038 0 0
ABIVAX SA SPONSORED ADS 00370M103 200,260 1,485 SH DFND 1 1,485 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 267,394 10,011 SH DFND 1 10,011 0 0
AEGON LTD AMER REG 1 CERT 0076CA104 19,486,894 2,527,483 SH DFND 1 2,527,483 0 0
ALPHABET INC CAP STK CL C 02079K107 62,760 200 SH DFND 1 200 0 0
ALPHABET INC CAP STK CL A 02079K305 438,200 1,400 SH DFND 1 1,400 0 0
AMAZON COM INC COM 023135106 20,312,160 88,000 SH DFND 1 88,000 0 0
AMGEN INC COM 031162100 1,950,440 5,959 SH DFND 1 5,959 0 0
AMKOR TECHNOLOGY INC COM 031652100 1,922,597 48,698 SH DFND 1 48,698 0 0
AMPHENOL CORP NEW CL A 032095101 1,202,746 8,900 SH DFND 1 8,900 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 271,447 10,806 SH DFND 1 10,806 0 0
APOGEE THERAPEUTICS INC COM 03770N101 477,336 6,324 SH DFND 1 6,324 0 0
APPLE INC COM 037833100 19,573,920 72,000 SH DFND 1 72,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 639,080 2,997 SH DFND 1 2,997 0 0
AST SPACEMOBILE INC COM CL A 00217D100 2,289,515 31,523 SH DFND 1 31,523 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106 1,528,208 38,787 SH DFND 1 38,787 0 0
AXOGEN INC COM 05463X106 628,481 19,202 SH DFND 1 19,202 0 0
AXSOME THERAPEUTICS INC COM 05464T104 385,370 2,110 SH DFND 1 2,110 0 0
AZENTA INC COM 114340102 615,543 18,507 SH DFND 1 18,507 0 0
BAIDU INC SPON ADR REP A 056752108 1,959,900 15,000 SH DFND 1 15,000 0 0
BECTON DICKINSON & CO COM 075887109 1,191,202 6,138 SH DFND 1 6,138 0 0
BELITE BIO INC SPONSORED ADS 07782B104 487,718 3,049 SH DFND 1 3,049 0 0
BIO RAD LABS INC CL A 090572207 572,045 1,888 SH DFND 1 1,888 0 0
BIOGEN INC COM 09062X103 502,451 2,855 SH DFND 1 2,855 0 0
BRIDGEBIO PHARMA INC COM 10806X102 223,733 2,925 SH DFND 1 2,925 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 582,876 10,806 SH DFND 1 10,806 0 0
BROADCOM INC COM 11135F101 574,180 1,659 SH DFND 1 1,659 0 0
CHARLES RIV LABS INTL INC COM 159864107 808,492 4,053 SH DFND 1 4,053 0 0
CITIGROUP INC COM NEW 172967424 54,144,160 464,000 SH DFND 1 464,000 0 0
COGENT BIOSCIENCES INC COM 19240Q201 261,179 7,353 SH DFND 1 7,353 0 0
COHERENT CORP COM 19247G107 2,365,818 12,818 SH DFND 1 12,818 0 0
COOPER COS INC COM 216648501 855,171 10,434 SH DFND 1 10,434 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 219,576 4,717 SH DFND 1 4,717 0 0
CYTOKINETICS INC COM NEW 23282W605 284,659 4,480 SH DFND 1 4,480 0 0
DANAHER CORPORATION COM 235851102 1,228,843 5,368 SH DFND 1 5,368 0 0
DYNE THERAPEUTICS INC COM 26818M108 281,331 14,383 SH DFND 1 14,383 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,395,031 16,364 SH DFND 1 16,364 0 0
ELI LILLY & CO COM 532457108 9,879,533 9,193 SH DFND 1 9,193 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 319,137 14,700 SH DFND 1 14,700 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107 590,864 34,253 SH DFND 1 34,253 0 0
GENMAB A/S SPONSORED ADS 372303206 1,331,422 43,228 SH DFND 1 43,228 0 0
GILEAD SCIENCES INC COM 375558103 2,383,488 19,419 SH DFND 1 19,419 0 0
HALLADOR ENERGY COMPANY COM 40609P105 1,083,376 56,900 SH DFND 1 56,900 0 0
HOME DEPOT INC COM 437076102 53,968,644 156,840 SH DFND 1 156,840 0 0
IMMUNOVANT INC COM 45258J102 348,610 13,714 SH DFND 1 13,714 0 0
INSMED INC COM PAR $.01 457669307 2,011,206 11,556 SH DFND 1 11,556 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 13,022,100 620,100 SH DFND 1 620,100 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 32,265,600 168,436 SH DFND 1 168,436 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,979,095 25,017 SH DFND 1 25,017 0 0
ISHARES TR TIPS BD ETF 464287176 989,190 9,000 SH DFND 1 9,000 0 0
ISHARES TR CORE US AGGBD ET 464287226 1,648,020 16,500 SH DFND 1 16,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 596,339 10,900 SH DFND 1 10,900 0 0
ISHARES TR ISHARES SEMICDTR 464287523 301,150 1,000 SH DFND 1 1,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 4,692,666 58,200 SH DFND 1 58,200 0 0
ISHARES TR MSCI INDIA ETF 46429B598 27,025 500 SH DFND 1 500 0 0
JOHNSON & JOHNSON COM 478160104 64,967,607 313,929 SH DFND 1 313,929 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 1,141,280 56,000 SH DFND 1 56,000 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 2,567,370 75,400 SH DFND 1 75,400 0 0
LUMENTUM HLDGS INC COM 55024U109 4,233,993 11,487 SH DFND 1 11,487 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 216,048 371 SH DFND 1 371 0 0
MARVELL TECHNOLOGY INC COM 573874104 2,329,557 27,413 SH DFND 1 27,413 0 0
MEDPACE HLDGS INC COM 58506Q109 509,978 908 SH DFND 1 908 0 0
MERCK & CO INC COM 58933Y105 4,914,168 46,686 SH DFND 1 46,686 0 0
MICROSOFT CORP COM 594918104 70,124,900 145,000 SH DFND 1 145,000 0 0
MINERALYS THERAPEUTICS INC COM 603170101 231,675 6,384 SH DFND 1 6,384 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 208,314 4,927 SH DFND 1 4,927 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 498,816 3,517 SH DFND 1 3,517 0 0
NOVARTIS AG SPONSORED ADR 66987V109 854,794 6,200 SH DFND 1 6,200 0 0
NVIDIA CORPORATION COM 67066G104 82,451,650 442,100 SH DFND 1 442,100 0 0
OCTAVE SPECIALTY GROUP INC COM NEW 023139884 1,579,426 203,011 SH DFND 1 203,011 0 0
OMNICELL COM COM 68213N109 526,839 11,630 SH DFND 1 11,630 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 49,592,250 279,000 SH DFND 1 279,000 0 0
PAYPAL HLDGS INC COM 70450Y103 18,915,120 324,000 SH DFND 1 324,000 0 0
PENUMBRA INC COM 70975L107 871,481 2,803 SH DFND 1 2,803 0 0
PFIZER INC COM 717081103 1,079,216 43,342 SH DFND 1 43,342 0 0
PRAXIS PRECISION MEDICINES I COM NEW 74006W207 613,649 2,082 SH DFND 1 2,082 0 0
PTC THERAPEUTICS INC COM 69366J200 701,718 9,238 SH DFND 1 9,238 0 0
QUALCOMM INC COM 747525103 53,470,230 312,600 SH DFND 1 312,600 0 0
RALPH LAUREN CORP CL A 751212101 3,110,354 8,796 SH DFND 1 8,796 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,187,136 1,538 SH DFND 1 1,538 0 0
REVOLUTION MEDICINES INC COM 76155X100 254,880 3,200 SH DFND 1 3,200 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 388,888 5,387 SH DFND 1 5,387 0 0
SANDISK CORP COM 80004C200 1,401,966 5,906 SH DFND 1 5,906 0 0
SEA LTD SPONSORD ADS 81141R100 853,698 6,692 SH DFND 1 6,692 0 0
SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 143,292 1,200 SH DFND 1 1,200 0 0
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 80,478 1,800 SH DFND 1 1,800 0 0
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 1,281,618 23,400 SH DFND 1 23,400 0 0
SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 434,336 2,800 SH DFND 1 2,800 0 0
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 1,367,715 9,500 SH DFND 1 9,500 0 0
SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 2,207,073 51,700 SH DFND 1 51,700 0 0
SPDR SERIES TRUST STATE STREET SPD 78468R622 1,438,708 14,800 SH DFND 1 14,800 0 0
SPYRE THERAPEUTICS INC COM NEW 00773J202 449,598 13,724 SH DFND 1 13,724 0 0
TERNS PHARMACEUTICALS INC COM 880881107 239,612 5,931 SH DFND 1 5,931 0 0
TESLA INC COM 88160R101 19,337,960 43,000 SH DFND 1 43,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 4,766,142 152,712 SH DFND 1 152,712 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 747,491 1,290 SH DFND 1 1,290 0 0
TWIST BIOSCIENCE CORP COM 90184D100 316,946 9,992 SH DFND 1 9,992 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 531,774 6,200 SH DFND 1 6,200 0 0
VANECK ETF TRUST FALLEN ANGEL HG 92189F437 1,236,267 42,100 SH DFND 1 42,100 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817 2,357,601 123,564 SH DFND 1 123,564 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 326,893 4,100 SH DFND 1 4,100 0 0
VENTYX BIOSCIENCES INC COM 92332V107 256,931 28,453 SH DFND 1 28,453 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,525,103 3,364 SH DFND 1 3,364 0 0
WARBY PARKER INC CL A COM 93403J106 388,799 17,843 SH DFND 1 17,843 0 0