The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 3,420,546 | 7,420 | SH | DFND | 1 | 0 | 0 | 7,420 | |
| MONDELEZ INTL INC | CL A | 609207105 | 1,404,110 | 24,360 | SH | DFND | 1 | 0 | 0 | 24,360 | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 28,154,615 | 83,310 | SH | DFND | 1 | 0 | 0 | 83,310 | |
| LUMENTUM HLDGS INC | COM | 55024U109 | 5,305,838 | 7,550 | SH | DFND | 1 | 0 | 0 | 7,550 | |
| MERCADOLIBRE INC | COM | 58733R102 | 10,469,216 | 6,055 | SH | DFND | 1 | 0 | 0 | 6,055 | |
| PROCTER & GAMBLE CO | COM | 742718109 | 1,734,869 | 12,011 | SH | DFND | 1 | 0 | 0 | 12,011 | |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 2,993,980 | 22,000 | SH | DFND | 1 | 0 | 0 | 22,000 | |
| GE AEROSPACE | COM NEW | 369604301 | 3,728,738 | 13,140 | SH | DFND | 1 | 0 | 0 | 13,140 | |
| BROADCOM INC | COM | 11135F101 | 38,676,370 | 124,960 | SH | DFND | 1 | 0 | 0 | 124,960 | |
| SANDISK CORP | COM | 80004C200 | 4,256,778 | 6,700 | SH | DFND | 1 | 0 | 0 | 6,700 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 47,965,008 | 166,800 | SH | DFND | 1 | 0 | 0 | 166,800 | |
| LINDE PLC | SHS | G54950103 | 2,067,319 | 4,170 | SH | DFND | 1 | 0 | 0 | 4,170 | |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 1,471,647 | 5,270 | SH | DFND | 1 | 0 | 0 | 5,270 | |
| BLACKROCK INC | COM | 09290D101 | 6,527,126 | 6,787 | SH | DFND | 1 | 0 | 0 | 6,787 | |
| META PLATFORMS INC | CL A | 30303M102 | 23,557,453 | 41,175 | SH | DFND | 1 | 0 | 0 | 41,175 | |
| RTX CORPORATION | COM | 75513E101 | 3,742,260 | 19,400 | SH | DFND | 1 | 0 | 0 | 19,400 | |
| EOG RES INC | COM | 26875P101 | 2,704,905 | 18,710 | SH | DFND | 1 | 0 | 0 | 18,710 | |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 2,684,316 | 186,800 | SH | DFND | 1 | 0 | 0 | 186,800 | |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 2,830,653 | 45,110 | SH | DFND | 1 | 0 | 0 | 45,110 | |
| MICROSOFT CORP | COM | 594918104 | 23,154,134 | 62,550 | SH | DFND | 1 | 0 | 0 | 62,550 | |
| TOTALENERGIES SE | ACT | F92124100 | 5,560,422 | 59,770 | SH | DFND | 1 | 0 | 0 | 59,770 | |
| PEPSICO INC | COM | 713448108 | 2,655,459 | 17,100 | SH | DFND | 1 | 0 | 0 | 17,100 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 7,223,019 | 21,380 | SH | DFND | 1 | 0 | 0 | 21,380 | |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | 1,572,914 | 99,050 | SH | DFND | 1 | 0 | 0 | 99,050 | |
| SALESFORCE INC | COM | 79466L302 | 10,545,922 | 56,495 | SH | DFND | 1 | 0 | 0 | 56,495 | |
| UNION PAC CORP | COM | 907818108 | 2,761,016 | 11,380 | SH | DFND | 1 | 0 | 0 | 11,380 | |
| CATERPILLAR INC | COM | 149123101 | 2,656,725 | 3,750 | SH | DFND | 1 | 0 | 0 | 3,750 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 8,058,513 | 27,395 | SH | DFND | 1 | 0 | 0 | 27,395 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 5,279,211 | 19,510 | SH | DFND | 1 | 0 | 0 | 19,510 | |
| LAM RESEARCH CORP | COM NEW | 512807306 | 13,155,046 | 61,570 | SH | DFND | 1 | 0 | 0 | 61,570 | |
| CAMECO CORP | COM | 13321L108 | 4,184,743 | 38,530 | SH | DFND | 1 | 0 | 0 | 38,530 | |
| NEWMONT CORP | COM | 651639106 | 3,866,690 | 35,720 | SH | DFND | 1 | 0 | 0 | 35,720 | |
| ARISTA NETWORKS INC | COM SHS | 040413205 | 31,542,796 | 256,905 | SH | DFND | 1 | 0 | 0 | 256,905 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 3,095,055 | 54,500 | SH | DFND | 1 | 0 | 0 | 54,500 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 4,219,644 | 15,600 | SH | DFND | 1 | 0 | 0 | 15,600 | |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | 4,587,625 | 54,330 | SH | DFND | 1 | 0 | 0 | 54,330 | |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 3,057,104 | 37,770 | SH | DFND | 1 | 0 | 0 | 37,770 | |
| SERVICENOW INC | COM | 81762P102 | 10,120,440 | 96,800 | SH | DFND | 1 | 0 | 0 | 96,800 | |
| AMAZON COM INC | COM | 023135106 | 26,475,282 | 127,120 | SH | DFND | 1 | 0 | 0 | 127,120 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 12,339,830 | 76,970 | SH | DFND | 1 | 0 | 0 | 76,970 | |
| NEXTERA ENERGY INC | COM | 65339F101 | 2,690,734 | 28,970 | SH | DFND | 1 | 0 | 0 | 28,970 | |
| CHEVRON CORPORATION | COM | 166764100 | 6,699,422 | 32,380 | SH | DFND | 1 | 0 | 0 | 32,380 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 5,987,075 | 1,422 | SH | DFND | 1 | 0 | 0 | 1,422 | |
| SILVERCORP METALS INC | COM | 82835P103 | 2,408,982 | 224,300 | SH | DFND | 1 | 0 | 0 | 224,300 | |
| SOUTHERN COPPER CORP | COM | 84265V105 | 4,615,854 | 26,827 | SH | DFND | 1 | 0 | 0 | 26,827 | |
| ELI LILLY & CO | COM | 532457108 | 8,379,105 | 9,110 | SH | DFND | 1 | 0 | 0 | 9,110 | |
| ANALOG DEVICES INC | COM | 032654105 | 12,973,749 | 40,780 | SH | DFND | 1 | 0 | 0 | 40,780 | |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,017,459 | 29,580 | SH | DFND | 1 | 0 | 0 | 29,580 | |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 5,968,224 | 40,800 | SH | DFND | 1 | 0 | 0 | 40,800 | |
| ALBEMARLE CORP | COM | 012653101 | 4,687,528 | 26,110 | SH | DFND | 1 | 0 | 0 | 26,110 | |
| NVIDIA CORPORATION | COM | 67066G104 | 52,738,560 | 302,400 | SH | DFND | 1 | 0 | 0 | 302,400 | |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 3,064,022 | 3,075 | SH | DFND | 1 | 0 | 0 | 3,075 | |
| EXXON MOBIL CORP | COM | 30231G102 | 11,689,574 | 68,900 | SH | DFND | 1 | 0 | 0 | 68,900 | |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 872,476 | 17,380 | SH | DFND | 1 | 0 | 0 | 17,380 | |
| ASTRAZENECA PLC | ORD | G0593M107 | 8,148,350 | 41,890 | SH | DFND | 1 | 0 | 0 | 41,890 | |
| IQVIA HLDGS INC | COM | 46266C105 | 2,713,291 | 15,910 | SH | DFND | 1 | 0 | 0 | 15,910 | |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 991,110 | 24,490 | SH | DFND | 1 | 0 | 0 | 24,490 | |
| APPLIED MATLS INC | COM | 038222105 | 13,488,742 | 39,465 | SH | DFND | 1 | 0 | 0 | 39,465 | |
| VENTAS INC | COM | 92276F100 | 3,588,915 | 43,885 | SH | DFND | 1 | 0 | 0 | 43,885 | |
| WASTE MGMT INC DEL | COM | 94106L109 | 1,296,016 | 5,640 | SH | DFND | 1 | 0 | 0 | 5,640 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,571,776 | 3,280 | SH | DFND | 1 | 0 | 0 | 3,280 | |
| NUTRIEN LTD | COM | 67077M108 | 3,776,773 | 50,050 | SH | DFND | 1 | 0 | 0 | 50,050 | |
| LOWES COS INC | COM | 548661107 | 1,604,341 | 6,790 | SH | DFND | 1 | 0 | 0 | 6,790 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 3,575,067 | 7,155 | SH | DFND | 1 | 0 | 0 | 7,155 | |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | 3,032,890 | 10,360 | SH | DFND | 1 | 0 | 0 | 10,360 | |
| VEEVA SYS INC | CL A COM | 922475108 | 1,125,981 | 6,410 | SH | DFND | 1 | 0 | 0 | 6,410 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 3,236,850 | 45,000 | SH | DFND | 1 | 0 | 0 | 45,000 | |
| NIKE INC | CL B | 654106103 | 1,591,467 | 30,130 | SH | DFND | 1 | 0 | 0 | 30,130 | |
| APPLE INC | COM | 037833100 | 18,060,965 | 71,165 | SH | DFND | 1 | 0 | 0 | 71,165 | |
| S&P GLOBAL INC | COM | 78409V104 | 2,891,461 | 6,798 | SH | DFND | 1 | 0 | 0 | 6,798 | |
| PROGRESSIVE CORP | COM | 743315103 | 1,854,733 | 9,356 | SH | DFND | 1 | 0 | 0 | 9,356 | |
| MERCK & CO INC | COM | 58933Y105 | 6,449,950 | 53,620 | SH | DFND | 1 | 0 | 0 | 53,620 | |
| NETFLIX INC. | COM | 64110L106 | 2,393,173 | 24,890 | SH | DFND | 1 | 0 | 0 | 24,890 | |
| LENNAR CORP | CL A | 526057104 | 968,266 | 11,150 | SH | DFND | 1 | 0 | 0 | 11,150 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 2,106,515 | 2,490 | SH | DFND | 1 | 0 | 0 | 2,490 | |
| JOHNSON & JOHNSON | COM | 478160104 | 4,533,140 | 18,545 | SH | DFND | 1 | 0 | 0 | 18,545 | |
| ISHARES INC | MSCI TAIWAN ETF | 46434G772 | 3,184,308 | 44,900 | SH | DFND | 1 | 0 | 0 | 44,900 | |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 | 1,869,967 | 14,640 | SH | DFND | 1 | 0 | 0 | 14,640 | |
| AMBEV SA | SPONSORED ADR | 02319V103 | 1,606,000 | 550,000 | SH | DFND | 1 | 0 | 0 | 550,000 | |
| ITAU UNIBANCO HLDG S A | SPON ADR REP PFD | 465562106 | 1,786,758 | 213,217 | SH | DFND | 1 | 0 | 0 | 213,217 | |
| ISHARES INC | MSCI CDA ETF | 464286509 | 3,643,535 | 66,500 | SH | DFND | 1 | 0 | 0 | 66,500 | |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 204,000 | 5,000 | SH | DFND | 1 | 0 | 0 | 5,000 | |
| ABBOTT LABORATORIES | COM | 002824100 | 3,032,872 | 29,540 | SH | DFND | 1 | 0 | 0 | 29,540 | |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 445,347 | 47,990 | SH | DFND | 1 | 0 | 0 | 47,990 | |
| ICICI BANK LIMITED | ADR | 45104G104 | 1,313,130 | 50,700 | SH | DFND | 1 | 0 | 0 | 50,700 | |
| ABBVIE INC | COM | 00287Y109 | 2,358,897 | 10,846 | SH | DFND | 1 | 0 | 0 | 10,846 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 426,721 | 880 | SH | DFND | 1 | 0 | 0 | 880 | |
| GLOBAL X FDS | MSCI GREECE ETF | 37954Y319 | 394,717 | 6,180 | SH | DFND | 1 | 0 | 0 | 6,180 | |
| MARATHON PETE CORP | COM | 56585A102 | 610,450 | 2,500 | SH | DFND | 1 | 0 | 0 | 2,500 | |
| VALERO ENERGY CORP | COM | 91913Y100 | 667,116 | 2,700 | SH | DFND | 1 | 0 | 0 | 2,700 | |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 581,160 | 12,000 | SH | DFND | 1 | 0 | 0 | 12,000 | |
| HALLIBURTON CO | COM | 406216101 | 116,970 | 3,000 | SH | DFND | 1 | 0 | 0 | 3,000 | |
| OCCIDENTAL PETE CORP | COM | 674599105 | 390,000 | 6,000 | SH | DFND | 1 | 0 | 0 | 6,000 | |
| CONOCOPHILLIPS | COM | 20825C104 | 650,100 | 4,925 | SH | DFND | 1 | 0 | 0 | 4,925 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 397,264 | 1,400 | SH | DFND | 1 | 0 | 0 | 1,400 | |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | 1,494,744 | 24,400 | SH | DFND | 1 | 0 | 0 | 24,400 | |
| DEVON ENERGY CORP NEW | COM | 25179M103 | 301,920 | 6,000 | SH | DFND | 1 | 0 | 0 | 6,000 | |
| ECOLAB INC | COM | 278865100 | 266,020 | 1,000 | SH | DFND | 1 | 0 | 0 | 1,000 | |
| DOW HLDGS INC | COM | 260557103 | 124,950 | 3,000 | SH | DFND | 1 | 0 | 0 | 3,000 | |
| SHERWIN WILLIAMS CO | COM | 824348106 | 192,330 | 600 | SH | DFND | 1 | 0 | 0 | 600 | |
| FREEPORT MCMORAN INC | CL B | 35671D857 | 470,240 | 8,000 | SH | DFND | 1 | 0 | 0 | 8,000 | |
| SLB LIMITED | COM STK | 806857108 | 118,197 | 2,300 | SH | DFND | 1 | 0 | 0 | 2,300 | |
| ISHARES TR | GLOBAL MATER ETF | 464288695 | 1,412,726 | 13,300 | SH | DFND | 1 | 0 | 0 | 13,300 | |
| BARRICK MNG CORP | COM SHS | 06849F108 | 673,035 | 16,500 | SH | DFND | 1 | 0 | 0 | 16,500 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 573,591 | 2,900 | SH | DFND | 1 | 0 | 0 | 2,900 | |
| AMERICA MOVIL SAB DE CV | SPON ADS RP CL B | 02390A101 | 509,600 | 20,000 | SH | DFND | 1 | 0 | 0 | 20,000 | |
| PETROLEO BRASILEIRO S A | SPONSORED ADR | 71654V408 | 477,250 | 23,000 | SH | DFND | 1 | 0 | 0 | 23,000 | |
| VALE S A | SPONSORED ADS | 91912E105 | 954,600 | 60,000 | SH | DFND | 1 | 0 | 0 | 60,000 | |
| INFOSYS LTD | SPONSORED ADR | 456788108 | 743,050 | 55,000 | SH | DFND | 1 | 0 | 0 | 55,000 | |
| WIPRO LTD | SPON ADR 1 SH | 97651M109 | 678,400 | 320,000 | SH | DFND | 1 | 0 | 0 | 320,000 | |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 167,805 | 4,500 | SH | DFND | 1 | 0 | 0 | 4,500 | |
| BANCO SANTANDER CHILE NEW | SP ADR REP COM | 05965X109 | 668,000 | 20,000 | SH | DFND | 1 | 0 | 0 | 20,000 | |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 572,208 | 5,600 | SH | DFND | 1 | 0 | 0 | 5,600 | |
| ISHARES TR | MSCI SAUDI ARBIA | 46434V423 | 795,000 | 20,000 | SH | DFND | 1 | 0 | 0 | 20,000 | |
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 848,498 | 7,640 | SH | DFND | 1 | 0 | 0 | 7,640 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 2,000,527 | 4,070 | SH | DFND | 1 | 0 | 0 | 4,070 | |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 1,290,309 | 1,670 | SH | DFND | 1 | 0 | 0 | 1,670 | |
| STRYKER CORPORATION | COM | 863667101 | 870,764 | 2,650 | SH | DFND | 1 | 0 | 0 | 2,650 | |
| IDEXX LABS INC | COM | 45168D104 | 101,140 | 180 | SH | DFND | 1 | 0 | 0 | 180 | |
| MEDTRONIC PLC | SHS | G5960L103 | 925,422 | 10,680 | SH | DFND | 1 | 0 | 0 | 10,680 | |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 308,308 | 3,850 | SH | DFND | 1 | 0 | 0 | 3,850 | |
| ISHARES TR | GLOB HLTHCRE ETF | 464287325 | 299,328 | 3,200 | SH | DFND | 1 | 0 | 0 | 3,200 | |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 425,168 | 1,285 | SH | DFND | 1 | 0 | 0 | 1,285 | |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 794,010 | 4,200 | SH | DFND | 1 | 0 | 0 | 4,200 | |
| CVS HEALTH CORP | COM | 126650100 | 678,699 | 9,450 | SH | DFND | 1 | 0 | 0 | 9,450 | |
| PFIZER INC | COM | 717081103 | 409,968 | 14,600 | SH | DFND | 1 | 0 | 0 | 14,600 | |
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 904,714 | 18,860 | SH | DFND | 1 | 0 | 0 | 18,860 | |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 183,592 | 3,250 | SH | DFND | 1 | 0 | 0 | 3,250 | |
| ZOETIS INC | CL A | 98978V103 | 1,383,057 | 11,700 | SH | DFND | 1 | 0 | 0 | 11,700 | |
| BECTON DICKINSON & CO | COM | 075887109 | 256,285 | 1,630 | SH | DFND | 1 | 0 | 0 | 1,630 | |
| NATERA INC | COM | 632307104 | 699,965 | 3,500 | SH | DFND | 1 | 0 | 0 | 3,500 | |
| WATERS CORP | COM | 941848103 | 65,516 | 220 | SH | DFND | 1 | 0 | 0 | 220 | |
| DEXCOM INC | COM | 252131107 | 511,820 | 8,150 | SH | DFND | 1 | 0 | 0 | 8,150 | |
| AMGEN INC | COM | 031162100 | 932,402 | 2,650 | SH | DFND | 1 | 0 | 0 | 2,650 | |
| DANAHER CORP DEL | COM | 235851102 | 1,296,864 | 6,840 | SH | DFND | 1 | 0 | 0 | 6,840 | |
| THE CIGNA GROUP | COM | 125523100 | 330,770 | 1,240 | SH | DFND | 1 | 0 | 0 | 1,240 | |
| BIOGEN INC | COM | 09062X103 | 151,247 | 825 | SH | DFND | 1 | 0 | 0 | 825 | |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 692,137 | 1,550 | SH | DFND | 1 | 0 | 0 | 1,550 | |
| ISHARES TR | US HLTHCR PR ETF | 464288828 | 568,323 | 13,580 | SH | DFND | 1 | 0 | 0 | 13,580 | |
| NOVO-NORDISK A S | ADR | 670100205 | 761,644 | 20,725 | SH | DFND | 1 | 0 | 0 | 20,725 | |
| GILEAD SCIENCES INC | COM | 375558103 | 381,874 | 2,740 | SH | DFND | 1 | 0 | 0 | 2,740 | |
| DISNEY WALT CO | COM | 254687106 | 732,488 | 7,600 | SH | DFND | 1 | 0 | 0 | 7,600 | |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 | 1,885,161 | 41,080 | SH | DFND | 1 | 0 | 0 | 41,080 | |
| TRADEWEB MKTS INC | CL A | 892672106 | 523,587 | 4,450 | SH | DFND | 1 | 0 | 0 | 4,450 | |
| EMERSON ELEC CO | COM | 291011104 | 411,403 | 3,140 | SH | DFND | 1 | 0 | 0 | 3,140 | |
| QUANTA SVCS INC | COM | 74762E102 | 118,039 | 215 | SH | DFND | 1 | 0 | 0 | 215 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 93,000 | 620 | SH | DFND | 1 | 0 | 0 | 620 | |
| TESLA INC | COM | 88160R101 | 494,427 | 1,330 | SH | DFND | 1 | 0 | 0 | 1,330 | |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 | 2,089,552 | 12,920 | SH | DFND | 1 | 0 | 0 | 12,920 | |
| EQUINIX INC | COM | 29444U700 | 1,056,699 | 1,078 | SH | DFND | 1 | 0 | 0 | 1,078 | |
| MCDONALDS CORP | COM | 580135101 | 938,586 | 3,020 | SH | DFND | 1 | 0 | 0 | 3,020 | |
| SELECT SECTOR SPDR TR | STATE STREET MAT | 81369Y100 | 122,426 | 2,450 | SH | DFND | 1 | 0 | 0 | 2,450 | |
| T-MOBILE US INC | COM | 872590104 | 108,165 | 515 | SH | DFND | 1 | 0 | 0 | 515 | |
| ADOBE INC | COM | 00724F101 | 2,133,027 | 8,775 | SH | DFND | 1 | 0 | 0 | 8,775 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 669,009 | 20,900 | SH | DFND | 1 | 0 | 0 | 20,900 | |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 | 253,728 | 3,095 | SH | DFND | 1 | 0 | 0 | 3,095 | |
| NIO INC | SPON ADS | 62914V106 | 72,360 | 12,000 | SH | DFND | 1 | 0 | 0 | 12,000 | |
| ROYAL BK CDA | COM | 780087102 | 193,659 | 1,200 | SH | DFND | 1 | 0 | 0 | 1,200 | |
| QUALCOMM INC | COM | 747525103 | 87,570 | 680 | SH | DFND | 1 | 0 | 0 | 680 | |
| HOME DEPOT INC | COM | 437076102 | 167,734 | 510 | SH | DFND | 1 | 0 | 0 | 510 | |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 223,498 | 1,100 | SH | DFND | 1 | 0 | 0 | 1,100 | |
| TEXAS INSTRS INC | COM | 882508104 | 128,132 | 660 | SH | DFND | 1 | 0 | 0 | 660 | |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 96,956 | 400 | SH | DFND | 1 | 0 | 0 | 400 | |
| HONEYWELL INTL INC | COM | 438516106 | 345,826 | 1,530 | SH | DFND | 1 | 0 | 0 | 1,530 | |
| CISCO SYS INC | COM | 17275R102 | 129,575 | 1,670 | SH | DFND | 1 | 0 | 0 | 1,670 | |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 2,760,197 | 13,920 | SH | DFND | 1 | 0 | 0 | 13,920 | |
| BLACKSTONE INC | COM | 09260D107 | 154,087 | 1,340 | SH | DFND | 1 | 0 | 0 | 1,340 | |
| COCA COLA CO | COM | 191216100 | 496,606 | 6,530 | SH | DFND | 1 | 0 | 0 | 6,530 | |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 3,484,748 | 23,300 | SH | DFND | 1 | 0 | 0 | 23,300 | |
| WORKDAY INC | CL A | 98138H101 | 2,273,600 | 17,500 | SH | DFND | 1 | 0 | 0 | 17,500 | |
| MARVELL TECHNOLOGY INC | COM | 573874104 | 5,546,800 | 56,000 | SH | DFND | 1 | 0 | 0 | 56,000 | |
| AUTODESK INC | COM | 052769106 | 1,197,000 | 5,000 | SH | DFND | 1 | 0 | 0 | 5,000 | |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | 233,260 | 1,000 | SH | DFND | 1 | 0 | 0 | 1,000 | |
| MSCI INC | COM | 55354G100 | 323,406 | 600 | SH | DFND | 1 | 0 | 0 | 600 | |
| STANTEC INC | COM | 85472N109 | 215,758 | 2,500 | SH | DFND | 1 | 0 | 0 | 2,500 | |
| MARSH & MCLENNAN COS INC | COM | 571748102 | 294,865 | 1,700 | SH | DFND | 1 | 0 | 0 | 1,700 | |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | 46138G706 | 334,260 | 6,000 | SH | DFND | 1 | 0 | 0 | 6,000 | |
| KLA CORP | COM NEW | 482480100 | 927,618 | 630 | SH | DFND | 1 | 0 | 0 | 630 | |
| KINSALE CAP GROUP INC | COM | 49714P108 | 136,664 | 400 | SH | DFND | 1 | 0 | 0 | 400 | |
| FIRST SOLAR INC | COM | 336433107 | 611,506 | 3,100 | SH | DFND | 1 | 0 | 0 | 3,100 | |
| WEST FRASER TIMBER LTD | COM | 952845105 | 156,818 | 2,400 | SH | DFND | 1 | 0 | 0 | 2,400 | |
| XYLEM INC | COM | 98419M100 | 227,050 | 1,900 | SH | DFND | 1 | 0 | 0 | 1,900 | |
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 348,348 | 1,200 | SH | DFND | 1 | 0 | 0 | 1,200 | |
| CLOROX CO DEL | COM | 189054109 | 180,316 | 1,740 | SH | DFND | 1 | 0 | 0 | 1,740 | |
| AMERICAN TOWER CORP | COM | 03027X100 | 517,740 | 3,000 | SH | DFND | 1 | 0 | 0 | 3,000 | |
| STRATEGY INC | CL A NEW | 594972408 | 336,960 | 2,700 | SH | DFND | 1 | 0 | 0 | 2,700 | |
| MARA HOLDINGS INC | COM | 565788106 | 326,400 | 40,000 | SH | DFND | 1 | 0 | 0 | 40,000 | |
| APPLOVIN CORP | COM CL A | 03831W108 | 477,600 | 1,200 | SH | DFND | 1 | 0 | 0 | 1,200 | |
| CLOUDFLARE INC | CL A COM | 18915M107 | 412,680 | 2,000 | SH | DFND | 1 | 0 | 0 | 2,000 | |
| TRANSMEDICS GROUP INC | COM | 89377M109 | 308,171 | 3,100 | SH | DFND | 1 | 0 | 0 | 3,100 | |
| LEMONADE INC | COM | 52567D107 | 689,480 | 11,000 | SH | DFND | 1 | 0 | 0 | 11,000 | |
| POWELL INDS INC | COM | 739128106 | 486,972 | 900 | SH | DFND | 1 | 0 | 0 | 900 | |
| UIPATH INC | CL A | 90364P105 | 266,400 | 24,000 | SH | DFND | 1 | 0 | 0 | 24,000 | |
| DATADOG INC | CL A COM | 23804L103 | 141,660 | 1,200 | SH | DFND | 1 | 0 | 0 | 1,200 | |
| REPLIGEN CORP | COM | 759916109 | 141,384 | 1,200 | SH | DFND | 1 | 0 | 0 | 1,200 | |
| AXT INC | COM | 00246W103 | 341,880 | 6,000 | SH | DFND | 1 | 0 | 0 | 6,000 | |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 169,180 | 2,000 | SH | DFND | 1 | 0 | 0 | 2,000 | |
| COHERENT CORP | COM | 19247G107 | 190,568 | 800 | SH | DFND | 1 | 0 | 0 | 800 | |
| NEXGEN ENERGY LTD | COM | 65340P106 | 348,000 | 30,000 | SH | DFND | 1 | 0 | 0 | 30,000 | |
| ZSCALER INC | COM | 98980G102 | 49,101 | 350 | SH | DFND | 1 | 0 | 0 | 350 | |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | 171,400 | 5,000 | SH | DFND | 1 | 0 | 0 | 5,000 | |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | 09175A206 | 138,460 | 7,000 | SH | DFND | 1 | 0 | 0 | 7,000 | |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 83,034 | 700 | SH | DFND | 1 | 0 | 0 | 700 | |
| OTIS WORLDWIDE CORP | COM | 68902V107 | 501,020 | 6,500 | SH | DFND | 1 | 0 | 0 | 6,500 | |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | 51,662 | 550 | SH | DFND | 1 | 0 | 0 | 550 | |
| ISHARES TR | GLOBAL FINLS ETF | 464287333 | 65,550 | 575 | SH | DFND | 1 | 0 | 0 | 575 | |
| ISHARES TR | U.S. REAL ES ETF | 464287739 | 482,256 | 5,100 | SH | DFND | 1 | 0 | 0 | 5,100 | |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 1,324,710 | 36,900 | SH | DFND | 1 | 0 | 0 | 36,900 | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 1,872,979 | 2,880 | SH | DFND | 1 | 0 | 0 | 2,880 | |
| ISHARES TR | ISHARES BIOTECH | 464287556 | 135,080 | 800 | SH | DFND | 1 | 0 | 0 | 800 | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 97,570 | 1,100 | SH | DFND | 1 | 0 | 0 | 1,100 | |
| ISHARES TR | GLOB UTILITS ETF | 464288711 | 397,164 | 4,600 | SH | DFND | 1 | 0 | 0 | 4,600 | |
| ISHARES TR | MSCI ACWI ETF | 464288257 | 6,939,256 | 50,150 | SH | DFND | 1 | 0 | 0 | 50,150 | |
| CITIGROUP INC | COM NEW | 172967424 | 396,935 | 3,500 | SH | DFND | 1 | 0 | 0 | 3,500 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 125,460 | 1,000 | SH | DFND | 1 | 0 | 0 | 1,000 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 67,845 | 1,500 | SH | DFND | 1 | 0 | 0 | 1,500 | |
| DEUTSCHE BK AG | NAMEN AKT | D18190898 | 184,814 | 6,400 | SH | DFND | 1 | 0 | 0 | 6,400 | |
| CME GROUP INC | COM | 12572Q105 | 177,210 | 600 | SH | DFND | 1 | 0 | 0 | 600 | |
| ORACLE CORP | COM | 68389X105 | 88,266 | 600 | SH | DFND | 1 | 0 | 0 | 600 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 34,634 | 150 | SH | DFND | 1 | 0 | 0 | 150 | |
| VERSANT MEDIA GROUP INC | COM CL A | 925283103 | 4,739 | 128 | SH | DFND | 1 | 0 | 0 | 128 | |
| WALMART INC | COM | 931142103 | 279,630 | 2,250 | SH | DFND | 1 | 0 | 0 | 2,250 | |
| AT&T INC | COM | 00206R102 | 115,960 | 4,000 | SH | DFND | 1 | 0 | 0 | 4,000 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 155,988 | 1,400 | SH | DFND | 1 | 0 | 0 | 1,400 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,220,589 | 4,255 | SH | DFND | 1 | 0 | 0 | 4,255 | |
| MILLROSE PPTYS INC | COM CL A | 601137102 | 18,900 | 675 | SH | DFND | 1 | 0 | 0 | 675 | |
| VISA INC | COM CL A | 92826C839 | 139,030 | 460 | SH | DFND | 1 | 0 | 0 | 460 | |
| COMCAST CORP NEW | CL A | 20030N101 | 91,872 | 3,200 | SH | DFND | 1 | 0 | 0 | 3,200 | |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 | 277,150 | 2,500 | SH | DFND | 1 | 0 | 0 | 2,500 | |
| ISHARES TR | GLOBAL TECH ETF | 464287291 | 359,892 | 3,600 | SH | DFND | 1 | 0 | 0 | 3,600 | |