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
ABBVIE INC COM 00287Y109 279,824 1,112 SH DFND 1,112 0 0
ADVANCED MICRO DEVICES INC COM 007903107 13,969,724 24,048 SH DFND 24,048 0 0
ALLSTATE CORP COM 020002101 1,087,148 4,569 SH DFND 4,569 0 0
ALPHABET INC CAP STK CL A 02079K305 13,920,634 38,953 SH DFND 38,953 0 0
ALPHABET INC CAP STK CL C 02079K107 11,179,361 31,640 SH DFND 31,640 0 0
AMAZON COM INC COM 023135106 5,458,701 22,903 SH DFND 22,903 0 0
AMPHENOL CORP CL A 032095101 662,258 3,756 SH DFND 3,756 0 0
APPLE INC COM 037833100 24,453,235 84,508 SH DFND 84,508 0 0
APPLIED MATLS INC COM 038222105 1,619,520 2,240 SH DFND 2,240 0 0
APPLOVIN CORP COM CL A 03831W108 360,661 700 SH DFND 700 0 0
ARISTA NETWORKS INC COM SHS 040413205 543,956 3,202 SH DFND 3,202 0 0
AUTOZONE INC COM 053332102 1,294,356 405 SH DFND 405 0 0
BLACKSTONE INC COM 09260D107 4,457,575 37,882 SH DFND 37,882 0 0
BOOKING HOLDINGS INC COM 09857L108 1,950,837 10,945 SH DFND 10,945 0 0
BROADCOM INC COM 11135F101 18,252,880 48,320 SH DFND 48,320 0 0
CANADIAN NAT RES LTD MED TER COM 136385101 329,790 8,342 SH DFND 8,342 0 0
CANADIAN NATL RY CO COM 136375102 362,389 3,040 SH DFND 3,040 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 381,383 4,403 SH DFND 4,403 0 0
CASEYS GEN STORES INC COM 147528103 604,040 760 SH DFND 760 0 0
CBRE GROUP INC CL A 12504L109 552,229 4,100 SH DFND 4,100 0 0
CHURCH & DWIGHT CO INC COM 171340102 377,832 3,900 SH DFND 3,900 0 0
CISCO SYS INC COM 17275R102 337,815 2,876 SH DFND 2,876 0 0
COPART INC COM 217204106 1,076,971 38,204 SH DFND 38,204 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 1,865,327 1,994 SH DFND 1,994 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 585,328 767 SH DFND 767 0 0
CROWN CASTLE INC COM 22822V101 392,433 5,182 SH DFND 5,182 0 0
CSX CORP COM 126408103 1,167,194 24,557 SH DFND 24,557 0 0
DATADOG INC CL A COM 23804L103 298,112 1,145 SH DFND 1,145 0 0
DOLLAR GEN CORP COM 256677105 360,870 3,135 SH DFND 3,135 0 0
ECOLAB INC COM 278865100 972,906 3,492 SH DFND 3,492 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 219,999 2,432 SH DFND 2,432 0 0
ELI LILLY & CO COM 532457108 11,543,314 9,624 SH DFND 9,624 0 0
EQUINIX INC COM 29444U700 508,686 488 SH DFND 488 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,304,988 5,100 SH DFND 5,100 0 0
FEDEX CORP COM 31428X106 1,104,096 3,526 SH DFND 3,526 0 0
FERRARI N V COM N3167Y103 3,814,349 10,295 SH DFND 10,295 0 0
GE VERNOVA INC COM 36828A101 388,879 331 SH DFND 331 0 0
GLOBE LIFE INC COM 37959E102 1,036,344 5,800 SH DFND 5,800 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 1,083,086 8,173 SH DFND 8,173 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,684,045 59,500 SH DFND 59,500 0 0
HOST HOTELS & RESORTS INC COM 44107P104 374,618 15,800 SH DFND 15,800 0 0
JACOBS SOLUTIONS INC COM 46982L108 995,400 7,900 SH DFND 7,900 0 0
JPMORGAN CHASE & CO COM 46625H100 2,339,428 7,147 SH DFND 7,147 0 0
KLA CORP COM NEW 482480100 1,092,190 3,620 SH DFND 3,620 0 0
KROGER CO COM 501044101 377,660 6,801 SH DFND 6,801 0 0
LAM RESEARCH CORP COM NEW 512807306 1,529,655 3,530 SH DFND 3,530 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,171,357 7,028 SH DFND 7,028 0 0
META PLATFORMS INC CL A 30303M102 267,563 475 SH DFND 475 0 0
MICRON TECHNOLOGY INC COM 595112103 3,999,615 3,465 SH DFND 3,465 0 0
MICROSOFT CORP COM 594918104 5,407,671 14,497 SH DFND 14,497 0 0
MID-AMER APT CMNTYS INC COM 59522J103 389,032 2,800 SH DFND 2,800 0 0
MONOLITHIC PWR SYS INC COM 609839105 210,119 152 SH DFND 152 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 680,722 7,082 SH DFND 7,082 0 0
MSCI INC COM 55354G100 4,035,088 7,205 SH DFND 7,205 0 0
NVIDIA CORPORATION COM 67066G104 14,469,308 72,314 SH DFND 72,314 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 9,571,490 82,039 SH DFND 82,039 0 0
PALO ALTO NETWORKS INC COM 697435105 9,753,172 28,600 SH DFND 28,600 0 0
PARKER-HANNIFIN CORP COM 701094104 1,277,425 1,306 SH DFND 1,306 0 0
PLUG PWR INC COM NEW 72919P202 36,585 13,500 SH DFND 13,500 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 382,036 2,165 SH DFND 2,165 0 0
SERVICENOW INC COM 81762P102 323,156 3,255 SH DFND 3,255 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 548,658 4,800 SH DFND 4,800 0 0
STEEL DYNAMICS INC COM 858119100 1,178,736 5,137 SH DFND 5,137 0 0
SUN LIFE FINANCIAL INC. COM 866796105 2,455,183 31,300 SH DFND 31,300 0 0
SUNCOR ENERGY INC NEW COM 867224107 328,732 6,116 SH DFND 6,116 0 0
TERADYNE INC COM 880770102 222,566 460 SH DFND 460 0 0
TESLA INC COM 88160R101 7,639,358 18,163 SH DFND 18,163 0 0
TEXAS INSTRS INC COM 882508104 881,095 2,956 SH DFND 2,956 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 2,415,720 12,000 SH DFND 12,000 0 0
T-MOBILE US INC COM 872590104 2,577,842 15,369 SH DFND 15,369 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 2,557,294 21,052 SH DFND 21,052 0 0
TRANSDIGM GROUP INC COM 893641100 6,813,385 5,115 SH DFND 5,115 0 0
UNION PAC CORP COM 907818108 6,802,720 25,010 SH DFND 25,010 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,932,685 7,056 SH DFND 7,056 0 0
VALERO ENERGY CORP COM 91913Y100 625,056 2,400 SH DFND 2,400 0 0
WALMART INC COM 931142103 1,392,079 12,291 SH DFND 12,291 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,043,128 3,991 SH DFND 3,991 0 0
WYNN RESORTS LTD COM 983134107 1,213,625 12,500 SH DFND 12,500 0 0