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 7,382,785 12,709 SH DFND 12,709 0 0
ADVANCED MICRO DEVICES INC COM 007903107 171,383,554 295,026 SH SOLE 196,545 0 98,481
ALPHABET INC CAP STK CL A 02079K305 16,693,825 46,713 SH DFND 46,713 0 0
ALPHABET INC CAP STK CL A 02079K305 352,590,176 986,625 SH SOLE 659,657 0 326,968
AMAZON COM INC COM 023135106 141,123,497 592,110 SH SOLE 592,110 0 0
AMAZON COM INC COM 023135106 10,262,444 43,058 SH DFND 43,058 0 0
AMERICAN EXPRESS CO COM 025816109 5,414,368 16,007 SH DFND 16,007 0 0
AMERICAN EXPRESS CO COM 025816109 166,147,724 491,198 SH SOLE 306,015 0 185,183
APPLE INC COM 037833100 492,363,980 1,701,562 SH SOLE 1,134,547 0 567,015
APPLE INC COM 037833100 22,742,539 78,596 SH DFND 78,596 0 0
BROADCOM INC COM 11135F101 7,390,301 19,564 SH DFND 19,564 0 0
BROADCOM INC COM 11135F101 153,617,704 406,665 SH SOLE 272,014 0 134,651
CATERPILLAR INC COM 149123101 13,045,025 12,250 SH DFND 12,250 0 0
CATERPILLAR INC COM 149123101 288,692,260 271,098 SH SOLE 179,688 0 91,410
CHUBB LIMITED COM H1467J104 266,842,013 783,125 SH SOLE 522,088 0 261,037
CHUBB LIMITED COM H1467J104 12,585,913 36,937 SH DFND 36,937 0 0
CLEAN HARBORS INC COM 184496107 4,098,253 13,718 SH SOLE 13,718 0 0
CLEAN HARBORS INC COM 184496107 2,404,639 8,049 SH DFND 8,049 0 0
COCA COLA CO COM 191216100 8,197,136 100,863 SH DFND 100,863 0 0
COCA COLA CO COM 191216100 269,627,610 3,317,677 SH SOLE 2,179,739 0 1,137,938
COSTCO WHOLESALE CORPORATION COM 22160K105 200,591,897 214,429 SH SOLE 142,509 0 71,920
COSTCO WHOLESALE CORPORATION COM 22160K105 6,199,360 6,627 SH DFND 6,627 0 0
ELI LILLY & CO COM 532457108 345,850,843 288,346 SH SOLE 193,036 0 95,310
ELI LILLY & CO COM 532457108 15,574,599 12,985 SH DFND 12,985 0 0
HOWMET AEROSPACE INC COM 443201108 7,490,440 27,860 SH SOLE 27,860 0 0
HOWMET AEROSPACE INC COM 443201108 4,374,621 16,271 SH DFND 16,271 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 127,189,597 319,829 SH SOLE 211,716 0 108,113
INTUITIVE SURGICAL INC COM NEW 46120E602 5,868,166 14,756 SH DFND 14,756 0 0
JPMORGAN CHASE & CO COM 46625H100 411,012,242 1,255,651 SH SOLE 849,566 0 406,085
JPMORGAN CHASE & CO COM 46625H100 18,727,859 57,214 SH DFND 57,214 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 216,259,943 617,762 SH SOLE 407,953 0 209,809
KEYSIGHT TECHNOLOGIES INC COM 49338L103 9,531,356 27,227 SH DFND 27,227 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,230,051 4,342 SH DFND 4,342 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,801,154 7,401 SH SOLE 7,401 0 0
META PLATFORMS INC CL A 30303M102 2,341,033 4,156 SH DFND 4,156 0 0
META PLATFORMS INC CL A 30303M102 71,056,780 126,146 SH SOLE 80,962 0 45,184
MICRON TECHNOLOGY INC COM 595112103 199,334,340 172,690 SH SOLE 118,238 0 54,452
MICRON TECHNOLOGY INC COM 595112103 8,138,899 7,051 SH DFND 7,051 0 0
MICROSOFT CORP COM 594918104 9,558,638 25,625 SH DFND 25,625 0 0
MICROSOFT CORP COM 594918104 192,810,308 516,890 SH SOLE 337,590 0 179,300
MORGAN STANLEY COM NEW 617446448 205,500,326 983,067 SH SOLE 650,863 0 332,204
MORGAN STANLEY COM NEW 617446448 9,690,049 46,355 SH DFND 46,355 0 0
NVIDIA CORPORATION COM 67066G104 24,012,001 120,006 SH DFND 120,006 0 0
NVIDIA CORPORATION COM 67066G104 509,505,374 2,546,381 SH SOLE 1,688,765 0 857,616
PARKER-HANNIFIN CORP COM 701094104 150,234,341 153,595 SH SOLE 104,525 0 49,070
PARKER-HANNIFIN CORP COM 701094104 7,326,119 7,490 SH DFND 7,490 0 0
ROSS STORES INC COM 778296103 217,377,745 1,021,272 SH SOLE 684,925 0 336,347
ROSS STORES INC COM 778296103 9,973,725 46,858 SH DFND 46,858 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 11,786,905 24,681 SH DFND 24,681 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 304,481,439 637,564 SH SOLE 461,259 0 176,305
WALMART INC COM 931142103 5,830,512 51,479 SH SOLE 51,479 0 0
WALMART INC COM 931142103 3,421,018 30,205 SH DFND 30,205 0 0
WELLTOWER INC COM 95040Q104 12,257,742 54,006 SH DFND 54,006 0 0
WELLTOWER INC COM 95040Q104 264,293,401 1,164,442 SH SOLE 782,920 0 381,522