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
Abbott Laboratories Common Stock 002824100 995,899 9,700 SH DFND 0 9,700 0
AbbVie Inc. Common Stock 00287Y109 2,218,398 10,200 SH DFND 0 10,200 0
Advanced Micro Devices, Inc. Common Stock 007903107 2,522,532 12,400 SH DFND 0 12,400 0
AeroVironment, Inc. Common Stock 008073108 1,043,385 5,700 SH DFND 0 5,700 0
Alcoa Corporation Common Stock 013872106 1,658,250 25,000 SH DFND 0 25,000 0
Alcoa Corporation ETD Equity Option 013872906 6,633,000 100,000 SH Call DFND 0 100,000 0
Alphabet Inc. Class A Common Stock 02079K305 24,931,452 86,700 SH DFND 0 86,700 0
Amazon.com, Inc. Common Stock 023135106 3,124,050 15,000 SH DFND 0 15,000 0
Ambarella, Inc. Ordinary Shares G037AX101 6,990,305 135,800 SH DFND 0 135,800 0
Amneal Pharmaceuticals, Inc. Class A Common Stock 03168L105 3,977,600 320,000 SH DFND 0 320,000 0
Amphenol Corporation Class A Common Stock 032095101 2,615,445 20,700 SH DFND 0 20,700 0
Analog Devices, Inc. Common Stock 032654105 2,067,910 6,500 SH DFND 0 6,500 0
Apple Inc. Common Stock 037833100 11,725,098 46,200 SH DFND 0 46,200 0
Arcosa, Inc. Common Stock 039653100 1,921,134 18,100 SH DFND 0 18,100 0
Argan, Inc. Common Stock 04010E109 1,633,950 3,000 SH DFND 0 3,000 0
Arista Networks, Inc. Common Stock 040413205 31,394,846 255,700 SH DFND 0 255,700 0
Arista Networks, Inc. ETD Equity Option 040413905 3,683,400 30,000 SH Call DFND 0 30,000 0
ASML Holding N.V. Ordinary Shares N07059900 7,132,482 5,400 SH DFND 0 5,400 0
Astera Labs, Inc. Common Stock 04626A103 11,135,360 101,600 SH DFND 0 101,600 0
ATI Inc. Common Stock 01741R102 3,971,058 27,300 SH DFND 0 27,300 0
Autodesk, Inc. Common Stock 052769106 9,671,760 40,400 SH DFND 0 40,400 0
AutoZone, Inc. Common Stock 053332102 5,404,448 1,600 SH DFND 0 1,600 0
Baker Hughes Company Class A Common Stock 05722G100 1,080,585 17,700 SH DFND 0 17,700 0
Ballard Power Systems, Inc. Common Shares 058586108 72,600 30,000 SH DFND 0 30,000 0
Barrick Mining Corporation Common Shares 06849F108 1,819,234 44,600 SH DFND 0 44,600 0
BellRing Brands, Inc. Common Stock 07831C103 3,691,046 229,400 SH DFND 0 229,400 0
Berkshire Hathaway Inc. Class B Common Stock 084670702 3,881,520 8,100 SH DFND 0 8,100 0
Boston Scientific Corporation Common Stock 101137107 470,625 7,500 SH DFND 0 7,500 0
Broadcom Inc. Common Stock 11135F101 14,299,362 46,200 SH DFND 0 46,200 0
BWX Technologies, Inc. Common Stock 05605H100 879,307 4,300 SH DFND 0 4,300 0
Cadence Design Systems, Inc. Common Shares 127387108 12,587,511 45,300 SH DFND 0 45,300 0
Celsius Holdings, Inc. Common Stock 15118V207 3,210,940 90,500 SH DFND 0 90,500 0
Celsius Holdings, Inc. ETD Equity Option 15118V907 80,000 80,000 SH Call DFND 0 80,000 0
Cheniere Energy, Inc. Common Stock 16411R208 1,702,560 6,000 SH DFND 0 6,000 0
Cheniere Energy, Inc. ETD Equity Option 16411R908 1,702,560 6,000 SH Call DFND 0 6,000 0
Common Stock Common Stock 166764100 5,627,680 27,200 SH DFND 0 27,200 0
C.H. Robinson Worldwide, Inc. Common Stock 12541W209 10,163,484 61,200 SH DFND 0 61,200 0
C.H. Robinson Worldwide, Inc. ETD Equity Option 12541W909 9,964,200 60,000 SH Call DFND 0 60,000 0
Chipotle Mexican Grill, Inc. Common Stock 169656105 2,240,700 70,000 SH DFND 0 70,000 0
Coherent Corp. Common Stock 19247G107 6,812,806 28,600 SH DFND 0 28,600 0
Constellation Energy Corporation Common Stock 21037T109 3,853,650 13,800 SH DFND 0 13,800 0
Corning Incorporated Common Stock 219350105 2,189,117 16,100 SH DFND 0 16,100 0
Credicorp Ltd. Common Shares G2519Y108 3,074,328 9,064 SH DFND 0 9,064 0
Curtiss-Wright Corporation Common Stock 231561101 2,383,920 3,500 SH DFND 0 3,500 0
Datadog, Inc. Class A Common Stock 23804L103 3,423,450 29,000 SH DFND 0 29,000 0
e.l.f. Beauty, Inc. Common Stock 26856L103 4,788,190 79,000 SH DFND 0 79,000 0
e.l.f. Beauty, Inc. ETD Equity Option 26856L903 2,727,450 45,000 SH Call DFND 0 45,000 0
Ecolab Inc. Common Stock 278865100 4,442,534 16,700 SH DFND 0 16,700 0
EMCOR Group, Inc. Common Stock 29084Q100 1,624,282 2,200 SH DFND 0 2,200 0
Equinix, Inc. Common Stock 29444U700 784,192 800 SH DFND 0 800 0
ESCO Technologies Inc. Common Stock 296315104 3,798,495 13,500 SH DFND 0 13,500 0
Fabrinet Ordinary Shares G3323L100 12,568,632 24,100 SH DFND 0 24,100 0
Fastenal Company Common Stock 311900104 3,976,480 85,700 SH DFND 0 85,700 0
FedEx Corporation Common Stock 31428X106 2,457,642 6,900 SH DFND 0 6,900 0
First Citizens BancShares, Inc. Class A Common Stock 31946M103 1,507,728 800 SH DFND 0 800 0
Fiserv, Inc. ETD Equity Option 337738908 2,232,000 40,000 SH Call DFND 0 40,000 0
Flowserve Corporation Common Stock 34354P105 1,676,028 22,800 SH DFND 0 22,800 0
Freeport-McMoRan, Inc. Common Stock 35671D857 1,763,400 30,000 SH DFND 0 30,000 0
FTAI Aviation Ltd. Ordinary shares G3730V105 6,664,000 27,200 SH DFND 0 27,200 0
GE Vernova Inc. Common Stock 36828A101 11,871,440 13,600 SH DFND 0 13,600 0
GitLab Inc. ETD Equity Option 37637K908 7,790,400 360,000 SH Call DFND 0 360,000 0
Global X Uranium Exchange Traded Products 37954Y871 3,390,100 70,000 SH DFND 0 70,000 0
Golar LNG Limited Common Shares G9456A100 1,017,268 18,800 SH DFND 0 18,800 0
Hewlett Packard Enterprise Company Common Stock 42824C109 4,688,189 196,900 SH DFND 0 196,900 0
Howmet Aerospace Inc. Common Stock 443201108 4,217,418 18,300 SH DFND 0 18,300 0
HubSpot, Inc. Common Stock 443573100 5,126,100 21,000 SH DFND 0 21,000 0
HubSpot, Inc. ETD Equity Option 443573900 6,834,800 28,000 SH Call DFND 0 28,000 0
Intuit Inc. Common Stock 461202103 475,618 1,100 SH DFND 0 1,100 0
Intuitive Surgical, Inc. Common Stock 46120E602 2,074,455 4,500 SH DFND 0 4,500 0
IQVIA Holdings Inc. Common Stock 46266C105 13,762,578 80,700 SH DFND 0 80,700 0
Jabil Inc. Common Stock 466313103 4,807,903 18,100 SH DFND 0 18,100 0
Jabil Inc. ETD Equity Option 466313903 5,312,600 20,000 SH Call DFND 0 20,000 0
JPMorgan Chase & Co Common Stock 46625H100 3,971,160 13,500 SH DFND 0 13,500 0
Common Stock Common Stock 485924104 2,177,360 27,200 SH DFND 0 27,200 0
Kratos Defense & Security Solutions, Inc. Common Stock 50077B207 1,896,719 26,900 SH DFND 0 26,900 0
L3Harris Technologies, Inc. Common Stock 502431109 4,383,405 12,700 SH DFND 0 12,700 0
L3Harris Technologies, Inc. ETD Equity Option 502431909 5,177,250 15,000 SH Call DFND 0 15,000 0
Leidos, Inc. Common Stock 525327102 4,603,392 29,600 SH DFND 0 29,600 0
Lennar Corporation Class A Common Stock 526057104 1,181,024 13,600 SH DFND 0 13,600 0
Live Nation Entertainment, Inc Common Stock 538034109 823,554 5,400 SH DFND 0 5,400 0
Lumentum Holdings Inc. Common Stock 55024U109 8,292,568 11,800 SH DFND 0 11,800 0
MACOM Technology Solutions Holdings, Inc. Common Stock 55405Y100 11,481,019 51,700 SH DFND 0 51,700 0
Marvell Technology, Inc. Common Stock 573874104 455,630 4,600 SH DFND 0 4,600 0
MasTec, Inc. Common Stock 576323109 3,217,400 10,000 SH DFND 0 10,000 0
MercadoLibre, Inc. Common Stock 58733R102 864,510 500 SH DFND 0 500 0
Mercury Systems, Inc. Common Stock 589378108 2,311,247 31,700 SH DFND 0 31,700 0
Meta Platforms, Inc. Class A Common Stock 30303M102 6,121,791 10,700 SH DFND 0 10,700 0
MetLife, Inc. Common Stock 59156R108 707,200 10,000 SH DFND 0 10,000 0
Microsoft Corporation Common Stock 594918104 8,736,012 23,600 SH DFND 0 23,600 0
Moelis & Company Class A Common Stock 60786M105 3,613,800 63,400 SH DFND 0 63,400 0
MOOG Inc. Class A Common Stock 615394202 1,844,803 6,304 SH DFND 0 6,304 0
Motorola Solutions, Inc. Common Stock 620076307 2,950,996 6,800 SH DFND 0 6,800 0
Mueller Industries, Inc. Common Stock 624756102 1,662,000 15,000 SH DFND 0 15,000 0
NVIDIA Corporation Common Stock 67066G104 32,891,840 188,600 SH DFND 0 188,600 0
Pan American Silver Corp. Common Stock 697900108 617,319 11,300 SH DFND 0 11,300 0
Quanta Services, Inc. Common Stock 74762E102 1,043,138 1,900 SH DFND 0 1,900 0
Royal Caribbean Cruises Ltd. Common Stock V7780T103 825,540 3,000 SH DFND 0 3,000 0
RTX Corporation Common Stock 75513E101 3,298,590 17,100 SH DFND 0 17,100 0
Sempra Common Stock 816851909 6,763,032 69,600 SH DFND 0 69,600 0
ServiceNow, Inc. Common Stock 81762P102 982,770 9,400 SH DFND 0 9,400 0
Spotify Technology S.A. Common Stock L8681T102 678,874 1,400 SH DFND 0 1,400 0
Sprott Uranium Miners ETF Exchange Traded Products 85208P303 947,250 15,000 SH DFND 0 15,000 0
SPX Technologies, Inc. Common Stock 78473E103 1,439,568 7,200 SH DFND 0 7,200 0
Strategy Inc Class A Common Stock 594972408 3,394,560 27,200 SH DFND 0 27,200 0
Super Micro Computer, Inc. ETD Equity Option 86800U902 2,960,100 130,000 SH Call DFND 0 130,000 0
Symbotic Inc. Class A Common Stock 87151X101 1,606,640 30,200 SH DFND 0 30,200 0
Take-Two Interactive Software, Inc. Common Stock 874054109 1,481,250 7,500 SH DFND 0 7,500 0
Take-Two Interactive Software, Inc. ETD Equity Option 874054909 18,762,500 95,000 SH Call DFND 0 95,000 0
Tapestry, Inc. Common Stock 876030107 2,003,762 14,200 SH DFND 0 14,200 0
Tapestry, Inc. ETD Equity Option 876030907 6,349,950 45,000 SH Call DFND 0 45,000 0
Targa Resources Corp. Common Stock 87612G101 2,081,059 8,300 SH DFND 0 8,300 0
Targa Resources Corp. ETD Equity Option 87612G901 15,043,800 60,000 SH Call DFND 0 60,000 0
TeraWulf Inc. Common Stock 88080T104 3,269,838 226,600 SH DFND 0 226,600 0
Tesla, Inc. Common Stock 88160R101 11,858,825 31,900 SH DFND 0 31,900 0
The Boeing Company Common Stock 097023105 1,253,889 6,300 SH DFND 0 6,300 0
The Trade Desk, Inc. ETD Equity Option 88339J905 10,210,500 450,000 SH Call DFND 0 450,000 0
The Williams Companies, Inc. Common Stock 969457100 2,736,528 37,600 SH DFND 0 37,600 0
T-Mobile US, Inc. Common Stock 872590104 567,081 2,700 SH DFND 0 2,700 0
Toast, Inc. Class A Common Stock 888787108 734,327 27,700 SH DFND 0 27,700 0
Toast, Inc. ETD Equity Option 888787908 19,882,500 750,000 SH Call DFND 0 750,000 0
Trane Technologies plc Ordinary Shares G8994E103 666,784 1,600 SH DFND 0 1,600 0
Trimble Inc. Common Stock 896239100 4,135,582 63,400 SH DFND 0 63,400 0
Truist Financial Corporation Common Stock 89832Q109 6,886,306 149,800 SH DFND 0 149,800 0
UL Solutions Inc. Class A Common Stock 903731107 1,688,487 19,700 SH DFND 0 19,700 0
VanEck Gold Miners ETF Exchange Traded Products 92189F106 5,506,200 60,000 SH DFND 0 60,000 0
VanEck Junior Gold Miners ETF Exchange Traded Products 92189F791 4,801,600 40,000 SH DFND 0 40,000 0
Vaneck Rare Earth/Strategic Metals ETF Exchange Traded Products 92189H805 2,631,112 29,899 SH DFND 0 29,899 0
Vertex Pharmaceuticals Incorporated Common Stock 92532F100 2,902,510 6,500 SH DFND 0 6,500 0
Viking Holdings Ltd Common Stock G93A5A101 1,160,984 15,800 SH DFND 0 15,800 0
Visa Inc. Class A Common Stock 92826C839 241,792 800 SH DFND 0 800 0
Vistra Corp. Common Stock 92840M102 7,937,424 52,800 SH DFND 0 52,800 0
Walmart Inc. Common Stock 931142103 1,826,916 14,700 SH DFND 0 14,700 0
Waters Corporation Common Stock 941848103 11,227,060 37,700 SH DFND 0 37,700 0
Watsco, Inc. Common stock 942622200 400,169 1,100 SH DFND 0 1,100 0
Wells Fargo & Company Common Stock 949746101 3,741,670 47,000 SH DFND 0 47,000 0
Wheaton Precious Metals Corp. Common Stock 962879102 10,677,315 81,500 SH DFND 0 81,500 0