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
MERCADOLIBRE INC COM 58733R102 12,781,347 7,530 SH DFND 1 0 0 7,530
PROCTER & GAMBLE CO COM 742718109 1,468,013 10,011 SH DFND 1 0 0 10,011
UNITEDHEALTH GROUP INC COM 91324P102 11,017,936 26,509 SH DFND 1 0 0 26,509
SERVICENOW INC COM 81762P102 7,664,416 77,200 SH DFND 1 0 0 77,200
AMAZON COM INC COM 023135106 31,608,651 132,620 SH DFND 1 0 0 132,620
MICROSOFT CORP COM 594918104 20,683,959 55,450 SH DFND 1 0 0 55,450
TOTALENERGIES SE ACT F92124100 3,195,877 41,230 SH DFND 1 0 0 41,230
NVIDIA CORPORATION COM 67066G104 62,540,130 312,560 SH DFND 1 0 0 312,560
BROADCOM INC COM 11135F101 46,595,463 123,350 SH DFND 1 0 0 123,350
MICRON TECHNOLOGY INC COM 595112103 31,812,232 27,560 SH DFND 1 0 0 27,560
NEWMONT CORP COM 651639106 3,242,848 34,720 SH DFND 1 0 0 34,720
WESTERN DIGITAL CORP COM 958102105 10,391,974 16,270 SH DFND 1 0 0 16,270
CATERPILLAR INC COM 149123101 3,993,375 3,750 SH DFND 1 0 0 3,750
AMERICAN WTR WKS CO INC NEW COM 030420103 2,065,806 15,700 SH DFND 1 0 0 15,700
SANDISK CORP COM 80004C200 14,085,757 6,195 SH DFND 1 0 0 6,195
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 41,839,908 87,610 SH DFND 1 0 0 87,610
SALESFORCE INC COM 79466L302 6,493,557 41,450 SH DFND 1 0 0 41,450
JPMORGAN CHASE & CO COM 46625H100 8,967,205 27,395 SH DFND 1 0 0 27,395
GE AEROSPACE COM NEW 369604301 4,981,821 13,330 SH DFND 1 0 0 13,330
META PLATFORMS INC CL A 30303M102 24,953,747 44,300 SH DFND 1 0 0 44,300
CAMECO CORP COM 13321L108 3,894,108 38,230 SH DFND 1 0 0 38,230
NU HLDGS LTD ORD SHS CL A G6683N103 3,163,648 236,800 SH DFND 1 0 0 236,800
BOSTON SCIENTIFIC CORP COM 101137107 1,857,007 43,510 SH DFND 1 0 0 43,510
MONDELEZ INTL INC CL A 609207105 1,177,622 20,360 SH DFND 1 0 0 20,360
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 3,166,691 42,770 SH DFND 1 0 0 42,770
LUMENTUM HLDGS INC COM 55024U109 7,979,958 9,300 SH DFND 1 0 0 9,300
PEPSICO INC COM 713448108 2,327,526 17,190 SH DFND 1 0 0 17,190
LINDE PLC SHS G54950103 2,241,821 4,320 SH DFND 1 0 0 4,320
CONSTELLATION ENERGY CORP COM 21037T109 1,308,910 5,270 SH DFND 1 0 0 5,270
QUANTA SVCS INC COM 74762E102 3,301,383 4,585 SH DFND 1 0 0 4,585
COSTCO WHOLESALE CORPORATION COM 22160K105 2,876,570 3,075 SH DFND 1 0 0 3,075
ELI LILLY & CO COM 532457108 11,298,631 9,420 SH DFND 1 0 0 9,420
PALO ALTO NETWORKS INC COM 697435105 21,542,233 63,170 SH DFND 1 0 0 63,170
LAM RESEARCH CORP COM NEW 512807306 24,210,147 55,870 SH DFND 1 0 0 55,870
PALANTIR TECHNOLOGIES INC CL A 69608A108 4,760,136 40,800 SH DFND 1 0 0 40,800
ISHARES TR MSCI EMG MKT ETF 464287234 3,249,475 47,500 SH DFND 1 0 0 47,500
UNION PAC CORP COM 907818108 3,095,360 11,380 SH DFND 1 0 0 11,380
BOOKING HOLDINGS INC COM 09857L108 6,217,011 34,880 SH DFND 1 0 0 34,880
ISHARES INC MSCI JAPAN ETF 46434G822 4,507,739 48,330 SH DFND 1 0 0 48,330
BLACKROCK INC COM 09290D101 6,189,562 6,437 SH DFND 1 0 0 6,437
SILVERCORP METALS INC COM 82835P103 2,770,430 274,300 SH DFND 1 0 0 274,300
SOUTHERN COPPER CORP COM 84265V105 4,072,282 23,369 SH DFND 1 0 0 23,369
ALPHABET INC CAP STK CL A 02079K305 63,878,101 178,745 SH DFND 1 0 0 178,745
ALBEMARLE CORP COM 012653101 3,107,040 23,010 SH DFND 1 0 0 23,010
INTUITIVE SURGICAL INC COM NEW 46120E602 3,062,136 7,700 SH DFND 1 0 0 7,700
NEXTERA ENERGY INC COM 65339F101 2,542,697 28,970 SH DFND 1 0 0 28,970
CHEVRON CORPORATION COM 166764100 3,500,022 21,115 SH DFND 1 0 0 21,115
RTX CORPORATION COM 75513E101 3,680,762 19,400 SH DFND 1 0 0 19,400
ANALOG DEVICES INC COM 032654105 15,283,102 38,480 SH DFND 1 0 0 38,480
SOFI TECHNOLOGIES INC COM 83406F102 2,905,556 162,050 SH DFND 1 0 0 162,050
ADVANCED MICRO DEVICES INC COM 007903107 24,398,220 42,000 SH DFND 1 0 0 42,000
ARISTA NETWORKS INC COM SHS 040413205 43,167,357 254,105 SH DFND 1 0 0 254,105
GOLDMAN SACHS GROUP INC COM 38141G104 4,682,643 4,630 SH DFND 1 0 0 4,630
PROGRESSIVE CORP COM 743315103 2,043,818 9,356 SH DFND 1 0 0 9,356
CONSTELLATION ENERGY CORP COM 21037T109 1,308,910 5,270 SH DFND 1 0 0 5,270
LINDE PLC SHS G54950103 2,241,821 4,320 SH DFND 1 0 0 4,320
MICROSOFT CORP COM 594918104 20,683,959 55,450 SH DFND 1 0 0 55,450
BOOKING HOLDINGS INC COM 09857L108 6,217,011 34,880 SH DFND 1 0 0 34,880
JOHNSON & JOHNSON COM 478160104 4,293,363 16,905 SH DFND 1 0 0 16,905
AMERICAN WTR WKS CO INC NEW COM 030420103 2,065,806 15,700 SH DFND 1 0 0 15,700
NU HLDGS LTD ORD SHS CL A G6683N103 3,163,648 236,800 SH DFND 1 0 0 236,800
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 1,536,591 12,014 SH DFND 1 0 0 12,014
AMBEV SA SPONSORED ADR 02319V103 1,727,000 550,000 SH DFND 1 0 0 550,000
APPLIED MATLS INC COM 038222105 25,496,595 35,265 SH DFND 1 0 0 35,265
LAM RESEARCH CORP COM NEW 512807306 24,210,147 55,870 SH DFND 1 0 0 55,870
ISHARES INC MSCI TAIWAN ETF 46434G772 7,276,870 67,000 SH DFND 1 0 0 67,000
RTX CORPORATION COM 75513E101 3,680,762 19,400 SH DFND 1 0 0 19,400
ASTRAZENECA PLC ORD G0593M107 6,578,859 35,290 SH DFND 1 0 0 35,290
ISHARES INC MSCI JAPAN ETF 46434G822 4,507,739 48,330 SH DFND 1 0 0 48,330
QUANTA SVCS INC COM 74762E102 3,301,383 4,585 SH DFND 1 0 0 4,585
COSTCO WHOLESALE CORPORATION COM 22160K105 2,876,570 3,075 SH DFND 1 0 0 3,075
APPLE INC COM 037833100 14,073,024 48,635 SH DFND 1 0 0 48,635
BOSTON SCIENTIFIC CORP COM 101137107 1,857,007 43,510 SH DFND 1 0 0 43,510
SERVICENOW INC COM 81762P102 7,664,416 77,200 SH DFND 1 0 0 77,200
UBER TECHNOLOGIES INC COM 90353T100 3,102,880 43,000 SH DFND 1 0 0 43,000
PEPSICO INC COM 713448108 2,327,526 17,190 SH DFND 1 0 0 17,190
BROADCOM INC COM 11135F101 46,595,463 123,350 SH DFND 1 0 0 123,350
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,713,836 3,425 SH DFND 1 0 0 3,425
ALPHABET INC CAP STK CL A 02079K305 63,878,101 178,745 SH DFND 1 0 0 178,745
S&P GLOBAL INC COM 78409V104 2,768,553 6,798 SH DFND 1 0 0 6,798
NETFLIX INC. COM 64110L106 2,241,246 31,390 SH DFND 1 0 0 31,390
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 232,464 27,840 SH DFND 1 0 0 27,840
NIKE INC CL B 654106103 1,134,212 27,630 SH DFND 1 0 0 27,630
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 41,839,908 87,610 SH DFND 1 0 0 87,610
MASTERCARD INCORPORATED CL A 57636Q104 3,792,936 7,385 SH DFND 1 0 0 7,385
MARRIOTT INTL INC NEW CL A 571903202 648,532 1,750 SH DFND 1 0 0 1,750
BROOKFIELD CORP CL A LTD VT SH 11271J107 1,213,389 28,490 SH DFND 1 0 0 28,490
LENNAR CORP CL A 526057104 1,144,698 12,650 SH DFND 1 0 0 12,650
NUTRIEN LTD COM 67077M108 2,143,448 34,050 SH DFND 1 0 0 34,050
VENTAS INC COM 92276F100 3,497,388 39,385 SH DFND 1 0 0 39,385
WASTE MGMT INC DEL COM 94106L109 1,257,043 5,640 SH DFND 1 0 0 5,640
JPMORGAN CHASE & CO COM 46625H100 8,967,205 27,395 SH DFND 1 0 0 27,395
LOWES COS INC COM 548661107 1,739,666 7,890 SH DFND 1 0 0 7,890
GE AEROSPACE COM NEW 369604301 4,981,821 13,330 SH DFND 1 0 0 13,330
UNION PAC CORP COM 907818108 3,095,360 11,380 SH DFND 1 0 0 11,380
NEXTERA ENERGY INC COM 65339F101 2,542,697 28,970 SH DFND 1 0 0 28,970
VEEVA SYS INC CL A COM 922475108 1,066,595 6,010 SH DFND 1 0 0 6,010
ISHARES INC MSCI CDA ETF 464286509 3,833,060 66,500 SH DFND 1 0 0 66,500
WISDOMTREE TR INDIA ERNGS FD 97717W422 213,900 5,000 SH DFND 1 0 0 5,000
SPDR SERIES TRUST ST STR SP BIOT 78464A870 3,852,596 24,345 SH DFND 1 0 0 24,345
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 1,741,983 213,217 SH DFND 1 0 0 213,217
SOUTHERN COPPER CORP COM 84265V105 4,072,282 23,369 SH DFND 1 0 0 23,369
MERCK & CO INC COM 58933Y105 5,654,000 44,000 SH DFND 1 0 0 44,000
ALBEMARLE CORP COM 012653101 3,107,040 23,010 SH DFND 1 0 0 23,010
ICICI BANK LIMITED ADR 45104G104 1,471,821 50,700 SH DFND 1 0 0 50,700
NETFLIX INC. COM 64110L106 2,241,246 31,390 SH DFND 1 0 0 31,390
ABBOTT LABORATORIES COM 002824100 2,136,927 23,550 SH DFND 1 0 0 23,550
ARISTA NETWORKS INC COM SHS 040413205 43,167,357 254,105 SH DFND 1 0 0 254,105
CATERPILLAR INC COM 149123101 3,993,375 3,750 SH DFND 1 0 0 3,750
IQVIA HLDGS INC COM 46266C105 2,359,603 12,212 SH DFND 1 0 0 12,212
NEWMONT CORP COM 651639106 3,242,848 34,720 SH DFND 1 0 0 34,720
CHEVRON CORPORATION COM 166764100 3,500,022 21,115 SH DFND 1 0 0 21,115
MASTERCARD INCORPORATED CL A 57636Q104 3,792,936 7,385 SH DFND 1 0 0 7,385
SOFI TECHNOLOGIES INC COM 83406F102 2,905,556 162,050 SH DFND 1 0 0 162,050
APPLE INC COM 037833100 14,073,024 48,635 SH DFND 1 0 0 48,635
ELI LILLY & CO COM 532457108 11,298,631 9,420 SH DFND 1 0 0 9,420
S&P GLOBAL INC COM 78409V104 2,768,553 6,798 SH DFND 1 0 0 6,798
ABBVIE INC COM 00287Y109 2,729,287 10,846 SH DFND 1 0 0 10,846
FERRARI N V COM N3167Y103 511,847 1,385 SH DFND 1 0 0 1,385
GLOBAL X FDS MSCI GREECE ETF 37954Y319 466,590 6,180 SH DFND 1 0 0 6,180
SPOTIFY TECHNOLOGY S A SHS L8681T102 362,713 790 SH DFND 1 0 0 790
ECOLAB INC COM 278865100 390,054 1,400 SH DFND 1 0 0 1,400
DIAMONDBACK ENERGY INC COM 25278X109 140,624 800 SH DFND 1 0 0 800
CONOCOPHILLIPS COM 20825C104 669,502 6,440 SH DFND 1 0 0 6,440
SHERWIN WILLIAMS CO COM 824348106 103,296 300 SH DFND 1 0 0 300
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 559,360 12,800 SH DFND 1 0 0 12,800
BARRICK MNG CORP COM SHS 06849F108 550,950 15,000 SH DFND 1 0 0 15,000
EOG RES INC COM 26875P101 337,298 2,600 SH DFND 1 0 0 2,600
FREEPORT MCMORAN INC CL B 35671D857 440,230 7,000 SH DFND 1 0 0 7,000
VALERO ENERGY CORP COM 91913Y100 442,748 1,700 SH DFND 1 0 0 1,700
CHENIERE ENERGY INC COM NEW 16411R208 334,614 1,400 SH DFND 1 0 0 1,400
TOTALENERGIES SE ACT F92124100 3,195,877 41,230 SH DFND 1 0 0 41,230
DOW HLDGS INC COM 260557103 82,080 3,000 SH DFND 1 0 0 3,000
DEVON ENERGY CORP NEW COM 25179M103 247,920 6,000 SH DFND 1 0 0 6,000
HALLIBURTON CO COM 406216101 101,850 3,000 SH DFND 1 0 0 3,000
MARATHON PETE CORP COM 56585A102 383,505 1,500 SH DFND 1 0 0 1,500
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 3,166,691 42,770 SH DFND 1 0 0 42,770
SLB LIMITED COM STK 806857108 106,927 2,300 SH DFND 1 0 0 2,300
OCCIDENTAL PETE CORP COM 674599105 97,140 2,000 SH DFND 1 0 0 2,000
INFOSYS LTD SPONSORED ADR 456788108 891,650 85,000 SH DFND 1 0 0 85,000
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 239,805 4,500 SH DFND 1 0 0 4,500
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 519,800 20,000 SH DFND 1 0 0 20,000
WIPRO LTD SPON ADR 1 SH 97651M109 1,125,000 500,000 SH DFND 1 0 0 500,000
MERCADOLIBRE INC COM 58733R102 12,781,347 7,530 SH DFND 1 0 0 7,530
KB FINL GROUP INC SPONSORED ADR 48241A105 944,640 9,000 SH DFND 1 0 0 9,000
VALE S A SPONSORED ADS 91912E105 1,112,960 74,000 SH DFND 1 0 0 74,000
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 658,600 20,000 SH DFND 1 0 0 20,000
PETROLEO BRASILEIRO S A SPONSORED ADR 71654V408 161,600 10,000 SH DFND 1 0 0 10,000
PDD HOLDINGS INC SPONSORED ADS 722304102 266,980 3,500 SH DFND 1 0 0 3,500
ISHARES TR MSCI SAUDI ARBIA 46434V423 746,200 20,000 SH DFND 1 0 0 20,000
IQVIA HLDGS INC COM 46266C105 2,359,603 12,212 SH DFND 1 0 0 12,212
ZOETIS INC CL A 98978V103 689,856 9,600 SH DFND 1 0 0 9,600
ASTRAZENECA PLC ORD G0593M107 6,578,859 35,290 SH DFND 1 0 0 35,290
NOVO-NORDISK A S ADR 670100205 993,557 20,725 SH DFND 1 0 0 20,725
ABBVIE INC COM 00287Y109 2,729,287 10,846 SH DFND 1 0 0 10,846
NATERA INC COM 632307104 760,060 2,800 SH DFND 1 0 0 2,800
PFIZER INC COM 717081103 242,004 10,050 SH DFND 1 0 0 10,050
INTUITIVE SURGICAL INC COM NEW 46120E602 3,062,136 7,700 SH DFND 1 0 0 7,700
MEDTRONIC PLC SHS G5960L103 653,221 8,350 SH DFND 1 0 0 8,350
STRYKER CORPORATION COM 863667101 676,906 2,150 SH DFND 1 0 0 2,150
BECTON DICKINSON & CO COM 075887109 146,790 970 SH DFND 1 0 0 970
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 266,412 885 SH DFND 1 0 0 885
IDEXX LABS INC COM 45168D104 94,759 180 SH DFND 1 0 0 180
CVS HEALTH CORP COM 126650100 1,184,502 11,450 SH DFND 1 0 0 11,450
BIOMARIN PHARMACEUTICAL INC COM 09061G101 185,965 3,250 SH DFND 1 0 0 3,250
MERCK & CO INC COM 58933Y105 5,654,000 44,000 SH DFND 1 0 0 44,000
WATERS CORP COM 941848103 82,509 220 SH DFND 1 0 0 220
SPDR SERIES TRUST ST STR SP BIOT 78464A870 3,852,596 24,345 SH DFND 1 0 0 24,345
DEXCOM INC COM 252131107 481,889 7,155 SH DFND 1 0 0 7,155
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,012,074 4,200 SH DFND 1 0 0 4,200
AMGEN INC COM 031162100 1,032,042 2,850 SH DFND 1 0 0 2,850
DANAHER CORP DEL COM 235851102 1,074,307 5,640 SH DFND 1 0 0 5,640
ISHARES TR US HLTHCR PR ETF 464288828 751,381 13,580 SH DFND 1 0 0 13,580
UNITEDHEALTH GROUP INC COM 91324P102 11,017,936 26,509 SH DFND 1 0 0 26,509
THERMO FISHER SCIENTIFIC INC COM 883556102 1,970,345 3,930 SH DFND 1 0 0 3,930
EDWARDS LIFESCIENCES CORP COM 28176E108 348,271 3,850 SH DFND 1 0 0 3,850
THE CIGNA GROUP COM 125523100 341,843 1,240 SH DFND 1 0 0 1,240
VERTEX PHARMACEUTICALS INC COM 92532F100 670,585 1,350 SH DFND 1 0 0 1,350
ELEVANCE HEALTH INC FORMERLY COM 036752103 1,164,057 3,010 SH DFND 1 0 0 3,010
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 950,947 16,960 SH DFND 1 0 0 16,960
REGENERON PHARMACEUTICALS COM 75886F107 530,009 850 SH DFND 1 0 0 850
BIOGEN INC COM 09062X103 178,250 825 SH DFND 1 0 0 825
GILEAD SCIENCES INC COM 375558103 346,172 2,740 SH DFND 1 0 0 2,740
SANDISK CORP COM 80004C200 14,085,757 6,195 SH DFND 1 0 0 6,195
MCDONALDS CORP COM 580135101 832,555 3,080 SH DFND 1 0 0 3,080
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,016,600 29,900 SH DFND 1 0 0 29,900
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 2,522,833 13,620 SH DFND 1 0 0 13,620
APPLIED MATLS INC COM 038222105 25,496,595 35,265 SH DFND 1 0 0 35,265
UBER TECHNOLOGIES INC COM 90353T100 3,102,880 43,000 SH DFND 1 0 0 43,000
ADOBE INC COM 00724F101 695,018 3,390 SH DFND 1 0 0 3,390
PROCTER & GAMBLE CO COM 742718109 1,468,013 10,011 SH DFND 1 0 0 10,011
MONDELEZ INTL INC CL A 609207105 1,177,622 20,360 SH DFND 1 0 0 20,360
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,713,836 3,425 SH DFND 1 0 0 3,425
ADVANCED MICRO DEVICES INC COM 007903107 24,398,220 42,000 SH DFND 1 0 0 42,000
TESLA INC COM 88160R101 559,398 1,330 SH DFND 1 0 0 1,330
BROOKFIELD CORP CL A LTD VT SH 11271J107 1,213,389 28,490 SH DFND 1 0 0 28,490
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 124,534 2,450 SH DFND 1 0 0 2,450
CONSTELLATION BRANDS INC CL A 21036P108 86,236 620 SH DFND 1 0 0 620
EQUINIX INC COM 29444U700 1,123,696 1,078 SH DFND 1 0 0 1,078
WESTERN DIGITAL CORP COM 958102105 10,391,974 16,270 SH DFND 1 0 0 16,270
LOWES COS INC COM 548661107 1,739,666 7,890 SH DFND 1 0 0 7,890
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 1,872,542 41,300 SH DFND 1 0 0 41,300
ANALOG DEVICES INC COM 032654105 15,283,102 38,480 SH DFND 1 0 0 38,480
T-MOBILE US INC COM 872590104 86,381 515 SH DFND 1 0 0 515
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 257,102 3,095 SH DFND 1 0 0 3,095
EMERSON ELEC CO COM 291011104 480,984 3,360 SH DFND 1 0 0 3,360
DISNEY WALT CO COM 254687106 731,500 7,600 SH DFND 1 0 0 7,600
PALO ALTO NETWORKS INC COM 697435105 21,542,233 63,170 SH DFND 1 0 0 63,170
SALESFORCE INC COM 79466L302 6,493,557 41,450 SH DFND 1 0 0 41,450
PDD HOLDINGS INC SPONSORED ADS 722304102 266,980 3,500 SH DFND 1 0 0 3,500
NIO INC SPON ADS 62914V106 60,720 12,000 SH DFND 1 0 0 12,000
HONEYWELL AEROSPACE INC COM 43849R105 169,126 765 SH DFND 1 0 0 765
VERIZON COMMUNICATIONS INC COM 92343V104 227,789 5,380 SH DFND 1 0 0 5,380
HONEYWELL INTL INC COM 438516205 171,283 765 SH DFND 1 0 0 765
INTERNATIONAL BUSINESS MACHS COM 459200101 134,981 480 SH DFND 1 0 0 480
ROYAL BK CDA COM 780087102 202,174 980 SH DFND 1 0 0 980
QUALCOMM INC COM 747525103 107,178 580 SH DFND 1 0 0 580
STARBUCKS CORP COM 855244109 168,614 1,650 SH DFND 1 0 0 1,650
TEXAS INSTRS INC COM 882508104 137,112 460 SH DFND 1 0 0 460
CME GROUP INC COM 12572Q105 273,829 1,240 SH DFND 1 0 0 1,240
TORONTO DOMINION BK ONT COM NEW 891160509 202,293 1,670 SH DFND 1 0 0 1,670
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,082,628 8,700 SH DFND 1 0 0 8,700
CISCO SYS INC COM 17275R102 137,428 1,170 SH DFND 1 0 0 1,170
COCA COLA CO COM 191216100 485,995 5,980 SH DFND 1 0 0 5,980
HOME DEPOT INC COM 437076102 179,867 510 SH DFND 1 0 0 510
MARVELL TECHNOLOGY INC COM 573874104 16,681,840 56,000 SH DFND 1 0 0 56,000
GUIDEWIRE SOFTWARE INC COM 40171V100 2,867,065 23,300 SH DFND 1 0 0 23,300
WORKDAY INC CL A 98138H101 1,101,780 9,000 SH DFND 1 0 0 9,000
AUTODESK INC COM 052769106 194,420 1,000 SH DFND 1 0 0 1,000
STANTEC INC COM 85472N109 171,911 2,500 SH DFND 1 0 0 2,500
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 355,995 1,500 SH DFND 1 0 0 1,500
FIRST SOLAR INC COM 336433107 778,668 3,300 SH DFND 1 0 0 3,300
XYLEM INC COM 98419M100 224,599 1,900 SH DFND 1 0 0 1,900
MARSH & MCLENNAN COS INC COM 571748102 283,339 1,700 SH DFND 1 0 0 1,700
WATTS WATER TECHNOLOGIES INC CL A 942749102 469,740 1,200 SH DFND 1 0 0 1,200
KLA CORP COM NEW 482480100 2,564,535 8,500 SH DFND 1 0 0 8,500
MSCI INC COM 55354G100 336,024 600 SH DFND 1 0 0 600
INTEL CORP COM 458140100 823,817 5,900 SH DFND 1 0 0 5,900
CBOE GLOBAL MKTS INC COM 12503M108 145,602 600 SH DFND 1 0 0 600
WEST FRASER TIMBER CO LTD COM 952845105 161,865 2,400 SH DFND 1 0 0 2,400
NAVITAS SEMICONDUCTOR CORP COM 63942X106 519,680 29,000 SH DFND 1 0 0 29,000
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 354,900 6,000 SH DFND 1 0 0 6,000
CLOROX CO DEL COM 189054109 166,066 1,740 SH DFND 1 0 0 1,740
AMERICAN TOWER CORP COM 03027X100 490,710 3,000 SH DFND 1 0 0 3,000
ISHARES INC MSCI CDA ETF 464286509 3,833,060 66,500 SH DFND 1 0 0 66,500
FERRARI N V COM N3167Y103 511,847 1,385 SH DFND 1 0 0 1,385
SPOTIFY TECHNOLOGY S A SHS L8681T102 362,713 790 SH DFND 1 0 0 790
IREN LIMITED ORDINARY SHARES Q4982L109 228,650 5,000 SH DFND 1 0 0 5,000
BITMINE IMMERSION TECHS INC COM NEW 09175A206 93,170 7,000 SH DFND 1 0 0 7,000
CLOUDFLARE INC CL A COM 18915M107 490,560 2,000 SH DFND 1 0 0 2,000
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 547,344 2,100 SH DFND 1 0 0 2,100
LEMONADE INC COM 52567D107 943,225 14,500 SH DFND 1 0 0 14,500
UIPATH INC CL A 90364P105 369,580 34,000 SH DFND 1 0 0 34,000
ZSCALER INC COM 98980G102 141,150 1,000 SH DFND 1 0 0 1,000
WOLFSPEED INC COMMON STOCK 97785W106 144,750 3,000 SH DFND 1 0 0 3,000
NEXGEN ENERGY LTD COM 65340P106 309,870 33,000 SH DFND 1 0 0 33,000
APPLOVIN CORP COM CL A 03831W108 695,561 1,350 SH DFND 1 0 0 1,350
COHERENT CORP COM 19247G107 315,576 800 SH DFND 1 0 0 800
HIMS & HERS HEALTH INC COM CL A 433000106 762,740 22,000 SH DFND 1 0 0 22,000
DATADOG INC CL A COM 23804L103 312,432 1,200 SH DFND 1 0 0 1,200
MARA HOLDINGS INC COM 565788106 694,500 50,000 SH DFND 1 0 0 50,000
POWELL INDS INC COM 739128106 773,172 2,700 SH DFND 1 0 0 2,700
STRATEGY INC CL A NEW 594972408 260,790 3,000 SH DFND 1 0 0 3,000
APPLIED OPTOELECTRONICS INC COM 03823U102 296,320 2,000 SH DFND 1 0 0 2,000
HINGE HEALTH INC CL A 433313103 141,100 1,700 SH DFND 1 0 0 1,700
SHOPIFY INC CL A SUB VTG SHS 82509L107 79,926 700 SH DFND 1 0 0 700
AXT INC COM 00246W103 288,320 4,000 SH DFND 1 0 0 4,000
ZOETIS INC CL A 98978V103 689,856 9,600 SH DFND 1 0 0 9,600
OTIS WORLDWIDE CORP COM 68902V107 465,400 6,500 SH DFND 1 0 0 6,500
ISHARES TR GLOBAL ENERG ETF 464287341 18,669 380 SH DFND 1 0 0 380
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 1,536,591 12,014 SH DFND 1 0 0 12,014
ISHARES TR GLOBAL FINLS ETF 464287333 71,590 575 SH DFND 1 0 0 575
ISHARES TR JPMORGAN USD EMG 464288281 53,042 550 SH DFND 1 0 0 550
ICICI BANK LIMITED ADR 45104G104 1,471,821 50,700 SH DFND 1 0 0 50,700
ISHARES INC MSCI STH KOR ETF 464286772 45,428 225 SH DFND 1 0 0 225
ISHARES TR GLOBAL MATER ETF 464288695 1,217,160 11,500 SH DFND 1 0 0 11,500
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 1,741,983 213,217 SH DFND 1 0 0 213,217
ISHARES TR MSCI ACWI ETF 464288257 7,448,226 47,450 SH DFND 1 0 0 47,450
ISHARES TR CHINA LG-CAP ETF 464287184 1,165,671 36,900 SH DFND 1 0 0 36,900
ISHARES TR ISHARES BIOTECH 464287556 152,152 800 SH DFND 1 0 0 800
ISHARES TR U.S. REAL ES ETF 464287739 521,475 5,100 SH DFND 1 0 0 5,100
ISHARES TR GLOB UTILITS ETF 464288711 390,862 4,600 SH DFND 1 0 0 4,600
ISHARES INC MSCI EMRG CHN 46434G764 194,370 1,900 SH DFND 1 0 0 1,900
ISHARES TR GLOBAL REIT ETF 46434V647 118,766 4,300 SH DFND 1 0 0 4,300
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,150,698 2,880 SH DFND 1 0 0 2,880
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 966,602 18,200 SH DFND 1 0 0 18,200
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 106,073 1,100 SH DFND 1 0 0 1,100
DEUTSCHE BK AG NAMEN AKT D18190898 216,030 6,400 SH DFND 1 0 0 6,400
MAGNUM ICE CREAM CO NV ORD SHS N5505D105 146,865 8,460 SH DFND 1 0 0 8,460
AT&T INC COM 00206R102 82,800 4,000 SH DFND 1 0 0 4,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 177,563 1,850 SH DFND 1 0 0 1,850
ALPHABET INC CAP STK CL C 02079K107 1,503,419 4,255 SH DFND 1 0 0 4,255
BAIDU INC SPON ADR REP A 056752108 160,006 1,400 SH DFND 1 0 0 1,400
BANK OF AMER CORP COM 060505104 113,960 2,000 SH DFND 1 0 0 2,000
CITIGROUP INC COM NEW 172967424 489,860 3,500 SH DFND 1 0 0 3,500
COMCAST CORP NEW CL A 20030N101 78,560 3,200 SH DFND 1 0 0 3,200
EXPEDIA GROUP INC COM NEW 30212P303 38,382 150 SH DFND 1 0 0 150
MILLROSE PPTYS INC COM CL A 601137102 20,284 675 SH DFND 1 0 0 675
ORACLE CORP COM 68389X105 177,326 1,210 SH DFND 1 0 0 1,210
PAYPAL HLDGS INC COM 70450Y103 64,770 1,500 SH DFND 1 0 0 1,500
TRADEWEB MKTS INC CL A 892672106 94,677 950 SH DFND 1 0 0 950
VERSANT MEDIA GROUP INC COM CL A 925283103 4,609 128 SH DFND 1 0 0 128
VISA INC COM CL A 92826C839 277,903 810 SH DFND 1 0 0 810
WALMART INC COM 931142103 254,835 2,250 SH DFND 1 0 0 2,250
ISHARES TR GLOBAL TECH ETF 464287291 722,400 5,000 SH DFND 1 0 0 5,000
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 133,912 1,250 SH DFND 1 0 0 1,250