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
ADVANCED MICRO DEVICES INC COM 007903107 431,272 2,120 SH DFND 2 2,120 0 0
ALPHABET INC CAP STK CL A 02079K305 5,092,688 17,710 SH DFND 2 17,710 0 0
AMAZON COM INC COM 023135106 4,391,998 21,088 SH DFND 2 21,088 0 0
AMPHENOL CORP CL A 032095101 962,787 7,620 SH DFND 2 7,620 0 0
APPLE INC COM 037833100 5,055,497 19,920 SH DFND 2 19,920 0 0
BOEING CO COM 097023105 636,896 3,200 SH DFND 2 3,200 0 0
BROADCOM INC COM 11135F101 2,860,182 9,241 SH DFND 2 9,241 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 496,817 6,316 SH DFND 2 6,316 0 0
CATERPILLAR INC COM 149123101 1,220,677 1,723 SH DFND 2 1,723 0 0
CME GROUP INC COM 12572Q105 1,238,403 4,193 SH DFND 2 4,193 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 1,901,188 1,908 SH DFND 2 1,908 0 0
EATON CORP PLC SHS G29183103 1,328,744 3,715 SH DFND 2 3,715 0 0
ELI LILLY & CO COM 532457108 2,147,663 2,335 SH DFND 2 2,335 0 0
EQT CORP COM 26884L109 1,118,664 17,578 SH DFND 2 17,578 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830 1,412,475 18,500 SH DFND 2 18,500 0 0
INTEL CORP COM 458140100 361,866 8,200 SH DFND 2 8,200 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 506,177 7,547 SH DFND 2 7,547 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 655,528 1,422 SH DFND 2 1,422 0 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 4,541,963 57,406 SH DFND 2 57,406 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 1,094,950 30,500 SH DFND 1 30,500 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 8,325,210 231,900 SH DFND 2 231,900 0 0
ISHARES INC MSCI JAPAN ETF 46434G822 5,611,967 66,461 SH DFND 2 66,461 0 0
ISHARES INC MSCI WORLD ETF 464286392 12,277,364 68,200 SH DFND 2 68,200 0 0
J P MORGAN EXCHANGE TRADED F BETABUILDERS CDA 46641Q225 4,674,782 49,700 SH DFND 1 49,700 0 0
J P MORGAN EXCHANGE TRADED F BETABUILDERS CDA 46641Q225 780,698 8,300 SH DFND 2 8,300 0 0
MAGNA INTL INC COM 559222401 1,116,200 20,000 SH DFND 2 20,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 745,992 1,493 SH DFND 2 1,493 0 0
MCKESSON CORP COM 58155Q103 1,411,402 1,631 SH DFND 2 1,631 0 0
META PLATFORMS INC CL A 30303M102 3,352,110 5,859 SH DFND 2 5,859 0 0
MICRON TECHNOLOGY INC COM 595112103 687,504 2,035 SH DFND 2 2,035 0 0
MICROSOFT CORP COM 594918104 5,239,756 14,155 SH DFND 2 14,155 0 0
NOKIA CORP SPONSORED ADR 654902204 499,284 62,100 SH DFND 2 62,100 0 0
NVIDIA CORPORATION COM 67066G104 7,075,234 40,569 SH DFND 2 40,569 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 591,671 3,028 SH DFND 2 3,028 0 0
ROSS STORES INC COM 778296103 1,098,314 5,070 SH DFND 2 5,070 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 205,632 2,700 SH DFND 2 2,700 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A698 828,578 12,718 SH DFND 2 12,718 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A888 433,578 4,392 SH DFND 2 4,392 0 0
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 3,486,919 56,920 SH DFND 2 56,920 0 0
SELECT SECTOR SPDR TR STATE STREET MAT 81369Y100 2,194,932 43,925 SH DFND 2 43,925 0 0
SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 3,796,466 25,895 SH DFND 2 25,895 0 0
SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 3,661,425 79,787 SH DFND 2 79,787 0 0
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 2,458,626 49,800 SH DFND 2 49,800 0 0
TERADYNE INC COM 880770102 1,034,645 3,490 SH DFND 2 3,490 0 0
TJX COS INC NEW COM 872540109 514,553 3,222 SH DFND 2 3,222 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 997,403 12,100 SH DFND 1 12,100 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 7,360,999 89,300 SH DFND 2 89,300 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 19,809,871 202,700 SH DFND 1 202,700 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 70,090,822 117,297 SH DFND 1 117,297 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 53,554,224 89,623 SH DFND 2 89,623 0 0
WALMART INC COM 931142103 1,952,936 15,714 SH DFND 2 15,714 0 0
WASTE MGMT INC DEL COM 94106L109 655,821 2,854 SH DFND 2 2,854 0 0