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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,314,413 | 55,370 | SH | DFND | 1 | 0 | 55,370 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,971,277 | 16,900 | SH | DFND | 1 | 0 | 16,900 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 9,377,031 | 26,239 | SH | DFND | 1 | 0 | 26,239 | 0 | |
| OPTIMUM COMMUNICATIONS INC | CL A | 02156K103 | 85,260 | 58,800 | SH | DFND | 1 | 0 | 58,800 | 0 | |
| AMAZON COM INC | COM | 023135106 | 8,257,766 | 34,647 | SH | DFND | 1 | 0 | 34,647 | 0 | |
| AMPHENOL CORP | CL A | 032095101 | 4,160,447 | 23,596 | SH | DFND | 1 | 0 | 23,596 | 0 | |
| APPLE INC | COM | 037833100 | 7,853,809 | 27,142 | SH | DFND | 1 | 0 | 27,142 | 0 | |
| ARES CAPITAL CORP | COM | 04010L103 | 1,454,605 | 78,500 | SH | DFND | 1 | 0 | 78,500 | 0 | |
| ARISTA NETWORKS INC | COM SHS | 040413205 | 3,847,782 | 22,650 | SH | DFND | 1 | 0 | 22,650 | 0 | |
| BWX TECHNOLOGIES INC | COM | 05605H100 | 4,258,163 | 21,876 | SH | DFND | 1 | 0 | 21,876 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 16,637,968 | 33,250 | SH | DFND | 1 | 0 | 33,250 | 0 | |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 6,741,498 | 17,962 | SH | DFND | 1 | 0 | 17,962 | 0 | |
| COMPASS INC | CL A | 20464U100 | 531,176 | 43,080 | SH | DFND | 1 | 0 | 43,080 | 0 | |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 2,885,432 | 3,781 | SH | DFND | 1 | 0 | 3,781 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 7,997,591 | 14,198 | SH | DFND | 1 | 0 | 14,198 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 814,153 | 805 | SH | DFND | 1 | 0 | 805 | 0 | |
| HEICO CORP NEW | COM | 422806109 | 4,465,554 | 12,537 | SH | DFND | 1 | 0 | 12,537 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 8,183,250 | 25,000 | SH | DFND | 1 | 0 | 25,000 | 0 | |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 4,491,940 | 15,458 | SH | DFND | 1 | 0 | 15,458 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 7,720,022 | 20,696 | SH | DFND | 1 | 0 | 20,696 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 8,112,649 | 40,545 | SH | DFND | 1 | 0 | 40,545 | 0 | |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 7,995,714 | 86,825 | SH | DFND | 1 | 0 | 86,825 | 0 | |
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 5,825,606 | 53,495 | SH | DFND | 1 | 0 | 53,495 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 2,332,378 | 5,727 | SH | DFND | 1 | 0 | 5,727 | 0 | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 82,694,323 | 110,736 | SH | DFND | 1 | 0 | 110,736 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 3,377,307 | 34,018 | SH | DFND | 1 | 0 | 34,018 | 0 | |
| SHERWIN WILLIAMS CO | COM | 824348106 | 3,055,840 | 8,875 | SH | DFND | 1 | 0 | 8,875 | 0 | |
| SYNOPSYS INC | COM | 871607107 | 6,751,269 | 15,135 | SH | DFND | 1 | 0 | 15,135 | 0 | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 3,327,230 | 6,967 | SH | DFND | 1 | 0 | 6,967 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 3,206,220 | 2,407 | SH | DFND | 1 | 0 | 2,407 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 1,629,301 | 22,579 | SH | DFND | 1 | 0 | 22,579 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 3,165,438 | 7,616 | SH | DFND | 1 | 0 | 7,616 | 0 | |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 2,967,510 | 8,863 | SH | DFND | 1 | 0 | 8,863 | 0 | |
| EATON CORP PLC | SHS | G29183103 | 1,176,943 | 2,762 | SH | DFND | 1 | 0 | 2,762 | 0 | |
| ELBIT SYS LTD | ORD | M3760D101 | 5,686,606 | 7,495 | SH | DFND | 1 | 0 | 7,495 | 0 | |