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
NVIDIA CORPORATION COM 67066G104 74,550,083 326,430 SH DFND 1 0 0 326,430
GE AEROSPACE COM NEW 369604301 3,647,547 11,680 SH DFND 1 0 0 11,680
META PLATFORMS INC CL A 30303M102 37,600,583 51,850 SH DFND 1 0 0 51,850
LUMENTUM HLDGS INC COM 55024U109 10,708,142 11,025 SH DFND 1 0 0 11,025
NEWMONT CORP COM 651639106 4,546,703 39,420 SH DFND 1 0 0 39,420
UNION PAC CORP COM 907818108 3,641,099 13,380 SH DFND 1 0 0 13,380
LINDE PLC SHS G54950103 1,860,628 3,920 SH DFND 1 0 0 3,920
QUANTA SVCS INC COM 74762E102 4,295,179 6,685 SH DFND 1 0 0 6,685
ELI LILLY & CO COM 532457108 11,408,809 9,860 SH DFND 1 0 0 9,860
PALO ALTO NETWORKS INC COM 697435105 22,217,575 55,920 SH DFND 1 0 0 55,920
SALESFORCE INC COM 79466L302 8,448,176 36,800 SH DFND 1 0 0 36,800
BOOKING HOLDINGS INC COM 09857L108 4,598,949 28,230 SH DFND 1 0 0 28,230
UNITEDHEALTH GROUP INC COM 91324P102 7,069,594 19,259 SH DFND 1 0 0 19,259
SERVICENOW INC COM 81762P102 8,737,452 65,200 SH DFND 1 0 0 65,200
RTX CORPORATION COM 75513E101 3,601,610 19,400 SH DFND 1 0 0 19,400
AMAZON COM INC COM 023135106 34,862,314 139,925 SH DFND 1 0 0 139,925
ALPHABET INC CAP STK CL A 02079K305 57,426,952 166,900 SH DFND 1 0 0 166,900
ISHARES TR MSCI EMG MKT ETF 464287234 1,011,868 15,150 SH DFND 1 0 0 15,150
NEXTERA ENERGY INC COM 65339F101 1,815,488 23,970 SH DFND 1 0 0 23,970
CONSTELLATION ENERGY CORP COM 21037T109 1,338,685 5,270 SH DFND 1 0 0 5,270
CATERPILLAR INC COM 149123101 2,594,528 3,200 SH DFND 1 0 0 3,200
BOSTON SCIENTIFIC CORP COM 101137107 2,466,662 56,510 SH DFND 1 0 0 56,510
NU HLDGS LTD ORD SHS CL A G6683N103 4,960,188 391,800 SH DFND 1 0 0 391,800
PROCTER & GAMBLE CO COM 742718109 1,454,398 10,011 SH DFND 1 0 0 10,011
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 2,839,360 43,770 SH DFND 1 0 0 43,770
BLACKROCK INC COM 09290D101 6,812,213 6,437 SH DFND 1 0 0 6,437
BROADCOM INC COM 11135F101 44,448,362 126,565 SH DFND 1 0 0 126,565
MONDELEZ INTL INC CL A 609207105 1,177,215 20,360 SH DFND 1 0 0 20,360
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 42,938,884 94,125 SH DFND 1 0 0 94,125
ANALOG DEVICES INC COM 032654105 14,749,678 37,180 SH DFND 1 0 0 37,180
MICROSOFT CORP COM 594918104 26,901,605 52,450 SH DFND 1 0 0 52,450
SOUTHERN COPPER CORP COM 84265V105 4,850,999 23,939 SH DFND 1 0 0 23,939
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 7,346,535 45,140 SH DFND 1 0 0 45,140
LAM RESEARCH CORP COM NEW 512807306 22,033,166 67,070 SH DFND 1 0 0 67,070
ARISTA NETWORKS INC COM SHS 040413205 46,148,763 226,675 SH DFND 1 0 0 226,675
DELL TECHNOLOGIES INC CL C 24703L202 10,785,897 20,050 SH DFND 1 0 0 20,050
AMERICAN WTR WKS CO INC NEW COM 030420103 2,032,679 15,700 SH DFND 1 0 0 15,700
CAMECO CORP COM 13321L108 3,634,073 41,930 SH DFND 1 0 0 41,930
SANDISK CORP COM 80004C200 17,471,975 10,042 SH DFND 1 0 0 10,042
MICRON TECHNOLOGY INC COM 595112103 32,941,722 30,928 SH DFND 1 0 0 30,928
SOFI TECHNOLOGIES INC COM 83406F102 2,095,476 133,300 SH DFND 1 0 0 133,300
PEPSICO INC COM 713448108 1,912,205 15,090 SH DFND 1 0 0 15,090
JPMORGAN CHASE & CO COM 46625H100 9,175,570 27,735 SH DFND 1 0 0 27,735
ISHARES INC MSCI JAPAN ETF 46434G822 4,710,242 48,330 SH DFND 1 0 0 48,330
PAN AMERN SILVER CORP COM 697900108 1,547,340 34,000 SH DFND 1 0 0 34,000
COSTCO WHOLESALE CORPORATION COM 22160K105 2,571,710 2,825 SH DFND 1 0 0 2,825
ADVANCED MICRO DEVICES INC COM 007903107 27,731,081 45,330 SH DFND 1 0 0 45,330
PALANTIR TECHNOLOGIES INC CL A 69608A108 7,631,640 40,800 SH DFND 1 0 0 40,800
ALBEMARLE CORP COM 012653101 3,237,926 30,610 SH DFND 1 0 0 30,610
INTUITIVE SURGICAL INC COM NEW 46120E602 3,265,239 8,030 SH DFND 1 0 0 8,030
TOTALENERGIES SE ACT F92124100 3,544,022 41,230 SH DFND 1 0 0 41,230
WESTERN DIGITAL CORP COM 958102105 7,757,632 17,070 SH DFND 1 0 0 17,070
CHEVRON CORPORATION COM 166764100 4,311,894 21,115 SH DFND 1 0 0 21,115
MERCADOLIBRE INC COM 58733R102 14,096,162 8,155 SH DFND 1 0 0 8,155
HEWLETT PACKARD ENTERPRISE C COM 42824C109 4,587,302 71,800 SH DFND 1 0 0 71,800
KB FINL GROUP INC SPONSORED ADR 48241A105 1,969,600 16,000 SH DFND 1 0 0 16,000
AMERICAN WTR WKS CO INC NEW COM 030420103 2,032,679 15,700 SH DFND 1 0 0 15,700
JOHNSON & JOHNSON COM 478160104 4,623,684 17,465 SH DFND 1 0 0 17,465
VENTAS INC COM 92276F100 3,348,513 39,385 SH DFND 1 0 0 39,385
SALESFORCE INC COM 79466L302 8,448,176 36,800 SH DFND 1 0 0 36,800
APPLE INC COM 037833100 12,699,718 38,135 SH DFND 1 0 0 38,135
UNITEDHEALTH GROUP INC COM 91324P102 7,069,594 19,259 SH DFND 1 0 0 19,259
NVIDIA CORPORATION COM 67066G104 74,550,083 326,430 SH DFND 1 0 0 326,430
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 1,424,380 12,014 SH DFND 1 0 0 12,014
UBER TECHNOLOGIES INC COM 90353T100 2,945,930 43,000 SH DFND 1 0 0 43,000
MERCK & CO INC COM 58933Y105 6,964,708 47,930 SH DFND 1 0 0 47,930
LINDE PLC SHS G54950103 1,860,628 3,920 SH DFND 1 0 0 3,920
WASTE MGMT INC DEL COM 94106L109 1,150,109 5,640 SH DFND 1 0 0 5,640
NIKE INC CL B 654106103 970,314 27,410 SH DFND 1 0 0 27,410
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 42,938,884 94,125 SH DFND 1 0 0 94,125
UNION PAC CORP COM 907818108 3,641,099 13,380 SH DFND 1 0 0 13,380
CAMECO CORP COM 13321L108 3,634,073 41,930 SH DFND 1 0 0 41,930
ANALOG DEVICES INC COM 032654105 14,749,678 37,180 SH DFND 1 0 0 37,180
PROGRESSIVE CORP COM 743315103 1,939,592 9,356 SH DFND 1 0 0 9,356
BROADCOM INC COM 11135F101 44,448,362 126,565 SH DFND 1 0 0 126,565
AMAZON COM INC COM 023135106 34,862,314 139,925 SH DFND 1 0 0 139,925
ADVANCED MICRO DEVICES INC COM 007903107 27,731,081 45,330 SH DFND 1 0 0 45,330
APPLIED MATLS INC COM 038222105 18,391,782 35,965 SH DFND 1 0 0 35,965
NEXTERA ENERGY INC COM 65339F101 1,815,488 23,970 SH DFND 1 0 0 23,970
VEEVA SYS INC CL A COM 922475108 2,337,835 8,190 SH DFND 1 0 0 8,190
S&P GLOBAL INC COM 78409V104 2,760,501 6,998 SH DFND 1 0 0 6,998
GOLDMAN SACHS GROUP INC COM 38141G104 3,358,343 3,730 SH DFND 1 0 0 3,730
NU HLDGS LTD ORD SHS CL A G6683N103 4,960,188 391,800 SH DFND 1 0 0 391,800
BROOKFIELD CORP CL A LTD VT SH 11271J107 978,951 26,850 SH DFND 1 0 0 26,850
SERVICENOW INC COM 81762P102 8,737,452 65,200 SH DFND 1 0 0 65,200
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 2,839,360 43,770 SH DFND 1 0 0 43,770
PALO ALTO NETWORKS INC COM 697435105 22,217,575 55,920 SH DFND 1 0 0 55,920
NETFLIX INC. COM 64110L106 2,184,116 31,390 SH DFND 1 0 0 31,390
PAN AMERN SILVER CORP COM 697900108 1,547,340 34,000 SH DFND 1 0 0 34,000
AMBEV SA SPONSORED ADR 02319V103 1,606,000 550,000 SH DFND 1 0 0 550,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,054,044 4,125 SH DFND 1 0 0 4,125
LENNAR CORP CL A 526057104 1,603,243 19,650 SH DFND 1 0 0 19,650
ALPHABET INC CAP STK CL A 02079K305 57,426,952 166,900 SH DFND 1 0 0 166,900
SOFI TECHNOLOGIES INC COM 83406F102 2,095,476 133,300 SH DFND 1 0 0 133,300
PEPSICO INC COM 713448108 1,912,205 15,090 SH DFND 1 0 0 15,090
MERCADOLIBRE INC COM 58733R102 14,096,162 8,155 SH DFND 1 0 0 8,155
NUTRIEN LTD COM 67077M108 3,375,512 48,050 SH DFND 1 0 0 48,050
MARVELL TECHNOLOGY INC COM 573874104 17,120,808 64,800 SH DFND 1 0 0 64,800
JPMORGAN CHASE & CO COM 46625H100 9,175,570 27,735 SH DFND 1 0 0 27,735
SPDR SERIES TRUST ST STR SP BIOT 78464A870 3,668,425 23,265 SH DFND 1 0 0 23,265
MARRIOTT INTL INC NEW CL A 571903202 711,340 2,000 SH DFND 1 0 0 2,000
BOSTON SCIENTIFIC CORP COM 101137107 2,466,662 56,510 SH DFND 1 0 0 56,510
MICROSOFT CORP COM 594918104 26,901,605 52,450 SH DFND 1 0 0 52,450
ARISTA NETWORKS INC COM SHS 040413205 46,148,763 226,675 SH DFND 1 0 0 226,675
COSTCO WHOLESALE CORPORATION COM 22160K105 2,571,710 2,825 SH DFND 1 0 0 2,825
ISHARES INC MSCI CDA ETF 464286509 3,882,270 66,500 SH DFND 1 0 0 66,500
ISHARES INC MSCI TAIWAN ETF 46434G772 10,273,900 91,000 SH DFND 1 0 0 91,000
MASTERCARD INCORPORATED CL A 57636Q104 4,149,812 7,525 SH DFND 1 0 0 7,525
QUANTA SVCS INC COM 74762E102 4,295,179 6,685 SH DFND 1 0 0 6,685
SOUTHERN COPPER CORP COM 84265V105 4,850,999 23,939 SH DFND 1 0 0 23,939
BOOKING HOLDINGS INC COM 09857L108 4,598,949 28,230 SH DFND 1 0 0 28,230
META PLATFORMS INC CL A 30303M102 37,600,583 51,850 SH DFND 1 0 0 51,850
ABBVIE INC COM 00287Y109 2,860,748 10,936 SH DFND 1 0 0 10,936
APPLE INC COM 037833100 12,699,718 38,135 SH DFND 1 0 0 38,135
IQVIA HLDGS INC COM 46266C105 2,584,186 9,612 SH DFND 1 0 0 9,612
GE AEROSPACE COM NEW 369604301 3,647,547 11,680 SH DFND 1 0 0 11,680
ICICI BK LTD ADR 45104G104 1,396,785 50,700 SH DFND 1 0 0 50,700
PROGRESSIVE CORP COM 743315103 1,939,592 9,356 SH DFND 1 0 0 9,356
ELI LILLY & CO COM 532457108 11,408,809 9,860 SH DFND 1 0 0 9,860
LOWES COS INC COM 548661107 901,178 4,890 SH DFND 1 0 0 4,890
GOLDMAN SACHS GROUP INC COM 38141G104 3,358,343 3,730 SH DFND 1 0 0 3,730
DELL TECHNOLOGIES INC CL C 24703L202 10,785,897 20,050 SH DFND 1 0 0 20,050
MONDELEZ INTL INC CL A 609207105 1,177,215 20,360 SH DFND 1 0 0 20,360
ABBOTT LABORATORIES COM 002824100 2,327,446 23,550 SH DFND 1 0 0 23,550
ASTRAZENECA PLC ORD G0593M107 3,902,730 23,920 SH DFND 1 0 0 23,920
FERRARI N V COM N3167Y103 544,772 1,385 SH DFND 1 0 0 1,385
GLOBAL X FDS MSCI GREECE ETF 37954Y319 572,476 6,680 SH DFND 1 0 0 6,680
SPOTIFY TECHNOLOGY S A SHS L8681T102 385,030 790 SH DFND 1 0 0 790
EOG RES INC COM 26875P101 358,176 2,600 SH DFND 1 0 0 2,600
FREEPORT MCMORAN INC CL B 35671D857 420,000 6,000 SH DFND 1 0 0 6,000
CHENIERE ENERGY INC COM NEW 16411R208 376,642 1,400 SH DFND 1 0 0 1,400
DOW HLDGS INC COM 260557103 82,620 3,000 SH DFND 1 0 0 3,000
OCCIDENTAL PETE CORP COM 674599105 110,640 2,000 SH DFND 1 0 0 2,000
MARATHON PETE CORP COM 56585A102 593,130 1,500 SH DFND 1 0 0 1,500
NEWMONT CORP COM 651639106 4,546,703 39,420 SH DFND 1 0 0 39,420
HALLIBURTON CO COM 406216101 95,400 3,000 SH DFND 1 0 0 3,000
VALERO ENERGY CORP COM 91913Y100 658,937 1,700 SH DFND 1 0 0 1,700
DIAMONDBACK ENERGY INC COM 25278X109 147,048 800 SH DFND 1 0 0 800
DEVON ENERGY CORP NEW COM 25179M103 276,240 6,000 SH DFND 1 0 0 6,000
BARRICK MNG CORP COM SHS 06849F108 638,519 15,700 SH DFND 1 0 0 15,700
ECOLAB INC COM 278865100 384,412 1,400 SH DFND 1 0 0 1,400
SLB LIMITED COM STK 806857108 112,056 2,300 SH DFND 1 0 0 2,300
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 518,050 13,000 SH DFND 1 0 0 13,000
SHERWIN WILLIAMS CO COM 824348106 96,981 300 SH DFND 1 0 0 300
ALBEMARLE CORP COM 012653101 3,237,926 30,610 SH DFND 1 0 0 30,610
CONOCOPHILLIPS COM 20825C104 805,966 6,440 SH DFND 1 0 0 6,440
WIPRO LTD SPON ADR 1 SH 97651M109 660,000 400,000 SH DFND 1 0 0 400,000
AMBEV SA SPONSORED ADR 02319V103 1,606,000 550,000 SH DFND 1 0 0 550,000
INFOSYS LTD SPONSORED ADR 456788108 914,600 85,000 SH DFND 1 0 0 85,000
ICICI BK LTD ADR 45104G104 1,396,785 50,700 SH DFND 1 0 0 50,700
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 947,674 111,099 SH DFND 1 0 0 111,099
PDD HOLDINGS INC SPONSORED ADS 722304102 272,790 3,500 SH DFND 1 0 0 3,500
VALE S A SPONSORED ADS 91912E105 804,600 60,000 SH DFND 1 0 0 60,000
ISHARES TR MSCI SAUDI ARBIA 46434V423 726,400 20,000 SH DFND 1 0 0 20,000
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 423,800 20,000 SH DFND 1 0 0 20,000
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 667,200 20,000 SH DFND 1 0 0 20,000
PETROLEO BRASILEIRO S A SPONSORED ADR 71654V408 208,700 10,000 SH DFND 1 0 0 10,000
KB FINL GROUP INC SPONSORED ADR 48241A105 1,969,600 16,000 SH DFND 1 0 0 16,000
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 660,800 14,000 SH DFND 1 0 0 14,000
INTUITIVE SURGICAL INC COM NEW 46120E602 3,265,239 8,030 SH DFND 1 0 0 8,030
BECTON DICKINSON & CO COM 075887109 173,630 970 SH DFND 1 0 0 970
PFIZER INC COM 717081103 315,146 11,050 SH DFND 1 0 0 11,050
BIOMARIN PHARMACEUTICAL INC COM 09061G101 195,000 3,250 SH DFND 1 0 0 3,250
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 972,384 4,200 SH DFND 1 0 0 4,200
IDEXX LABS INC COM 45168D104 93,994 180 SH DFND 1 0 0 180
ZOETIS INC CL A 98978V103 621,487 8,900 SH DFND 1 0 0 8,900
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 218,365 885 SH DFND 1 0 0 885
ISHARES TR US HLTHCR PR ETF 464288828 768,460 14,000 SH DFND 1 0 0 14,000
WATERS CORP COM 941848103 96,666 220 SH DFND 1 0 0 220
EDWARDS LIFESCIENCES CORP COM 28176E108 332,332 3,850 SH DFND 1 0 0 3,850
ASTRAZENECA PLC ORD G0593M107 3,902,730 23,920 SH DFND 1 0 0 23,920
BIOGEN INC COM 09062X103 186,351 825 SH DFND 1 0 0 825
REGENERON PHARMACEUTICALS COM 75886F107 492,876 650 SH DFND 1 0 0 650
ABBOTT LABORATORIES COM 002824100 2,327,446 23,550 SH DFND 1 0 0 23,550
DEXCOM INC COM 252131107 531,115 6,155 SH DFND 1 0 0 6,155
VEEVA SYS INC CL A COM 922475108 2,337,835 8,190 SH DFND 1 0 0 8,190
STRYKER CORPORATION COM 863667101 454,394 1,650 SH DFND 1 0 0 1,650
DANAHER CORP DEL COM 235851102 1,249,542 5,640 SH DFND 1 0 0 5,640
NATERA INC COM 632307104 1,401,121 3,390 SH DFND 1 0 0 3,390
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 989,786 16,960 SH DFND 1 0 0 16,960
VERTEX PHARMACEUTICALS INC COM 92532F100 705,793 1,350 SH DFND 1 0 0 1,350
THE CIGNA GROUP COM 125523100 337,069 1,240 SH DFND 1 0 0 1,240
ABBVIE INC COM 00287Y109 2,860,748 10,936 SH DFND 1 0 0 10,936
ELEVANCE HEALTH INC FORMERLY COM 036752103 1,170,348 3,010 SH DFND 1 0 0 3,010
NOVO-NORDISK A S ADR 670100205 785,685 20,725 SH DFND 1 0 0 20,725
GILEAD SCIENCES INC COM 375558103 408,397 2,740 SH DFND 1 0 0 2,740
AMGEN INC COM 031162100 1,228,702 2,915 SH DFND 1 0 0 2,915
CVS HEALTH CORP COM 126650100 1,000,002 11,670 SH DFND 1 0 0 11,670
THERMO FISHER SCIENTIFIC INC COM 883556102 2,652,946 3,930 SH DFND 1 0 0 3,930
INSMED INC COM PAR $.01 457669307 74,191 650 SH DFND 1 0 0 650
MEDTRONIC PLC SHS G5960L103 720,521 8,350 SH DFND 1 0 0 8,350
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 249,457 3,095 SH DFND 1 0 0 3,095
APPLIED MATLS INC COM 038222105 18,391,782 35,965 SH DFND 1 0 0 35,965
VENTAS INC COM 92276F100 3,348,513 39,385 SH DFND 1 0 0 39,385
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 7,346,535 45,140 SH DFND 1 0 0 45,140
NIKE INC CL B 654106103 970,314 27,410 SH DFND 1 0 0 27,410
T-MOBILE US INC COM 872590104 83,986 515 SH DFND 1 0 0 515
LENNAR CORP CL A 526057104 1,603,243 19,650 SH DFND 1 0 0 19,650
CATERPILLAR INC COM 149123101 2,594,528 3,200 SH DFND 1 0 0 3,200
SPDR SERIES TRUST ST STR SP BIOT 78464A870 3,668,425 23,265 SH DFND 1 0 0 23,265
MCDONALDS CORP COM 580135101 711,295 3,080 SH DFND 1 0 0 3,080
TESLA INC COM 88160R101 471,897 1,330 SH DFND 1 0 0 1,330
MARVELL TECHNOLOGY INC COM 573874104 17,120,808 64,800 SH DFND 1 0 0 64,800
EQUINIX INC COM 29444U700 1,090,483 1,078 SH DFND 1 0 0 1,078
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 119,315 2,450 SH DFND 1 0 0 2,450
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 1,628,872 41,300 SH DFND 1 0 0 41,300
SANDISK CORP COM 80004C200 17,471,975 10,042 SH DFND 1 0 0 10,042
CHIPOTLE MEXICAN GRILL INC COM 169656105 955,305 29,900 SH DFND 1 0 0 29,900
CONSTELLATION BRANDS INC CL A 21036P108 70,097 620 SH DFND 1 0 0 620
ADOBE INC COM 00724F101 813,397 3,390 SH DFND 1 0 0 3,390
AMGEN INC COM 031162100 1,228,702 2,915 SH DFND 1 0 0 2,915
TJX COS INC NEW COM 872540109 74,094 560 SH DFND 1 0 0 560
WALMART INC COM 931142103 389,700 3,750 SH DFND 1 0 0 3,750
IQVIA HLDGS INC COM 46266C105 2,584,186 9,612 SH DFND 1 0 0 9,612
PROCTER & GAMBLE CO COM 742718109 1,454,398 10,011 SH DFND 1 0 0 10,011
DISNEY WALT CO COM 254687106 797,240 7,600 SH DFND 1 0 0 7,600
WASTE MGMT INC DEL COM 94106L109 1,150,109 5,640 SH DFND 1 0 0 5,640
LUMENTUM HLDGS INC COM 55024U109 10,708,142 11,025 SH DFND 1 0 0 11,025
UBER TECHNOLOGIES INC COM 90353T100 2,945,930 43,000 SH DFND 1 0 0 43,000
EMERSON ELEC CO COM 291011104 521,136 3,360 SH DFND 1 0 0 3,360
SPDR INDEX SHS FDS SP CHINA ETF 78463X400 86,770 1,000 SH DFND 1 0 0 1,000
PDD HOLDINGS INC SPONSORED ADS 722304102 272,790 3,500 SH DFND 1 0 0 3,500
ISHARES TR CHINA LG-CAP ETF 464287184 1,340,388 39,400 SH DFND 1 0 0 39,400
CHEVRON CORPORATION COM 166764100 4,311,894 21,115 SH DFND 1 0 0 21,115
STARBUCKS CORP COM 855244109 155,034 1,650 SH DFND 1 0 0 1,650
MCDONALDS CORP COM 580135101 711,295 3,080 SH DFND 1 0 0 3,080
QUALCOMM INC COM 747525103 106,743 580 SH DFND 1 0 0 580
INTERNATIONAL BUSINESS MACHS COM 459200101 105,566 480 SH DFND 1 0 0 480
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,595,319 8,700 SH DFND 1 0 0 8,700
TORONTO DOMINION BK ONT COM NEW 891160509 197,023 1,670 SH DFND 1 0 0 1,670
COCA COLA CO COM 191216100 514,758 5,980 SH DFND 1 0 0 5,980
VERIZON COMMUNICATIONS INC COM 92343V104 246,781 5,380 SH DFND 1 0 0 5,380
HONEYWELL AEROSPACE INC COM 43849R105 118,552 765 SH DFND 1 0 0 765
PFIZER INC COM 717081103 315,146 11,050 SH DFND 1 0 0 11,050
JOHNSON & JOHNSON COM 478160104 4,623,684 17,465 SH DFND 1 0 0 17,465
CISCO SYS INC COM 17275R102 125,927 1,170 SH DFND 1 0 0 1,170
CVS HEALTH CORP COM 126650100 1,000,002 11,670 SH DFND 1 0 0 11,670
TEXAS INSTRS INC COM 882508104 128,841 460 SH DFND 1 0 0 460
CONOCOPHILLIPS COM 20825C104 805,966 6,440 SH DFND 1 0 0 6,440
BLACKROCK INC COM 09290D101 6,812,213 6,437 SH DFND 1 0 0 6,437
HOME DEPOT INC COM 437076102 145,090 510 SH DFND 1 0 0 510
CME GROUP INC COM 12572Q105 324,855 1,240 SH DFND 1 0 0 1,240
ROYAL BK CDA COM 780087102 195,196 980 SH DFND 1 0 0 980
HONEYWELL INTL INC COM 438516205 161,369 765 SH DFND 1 0 0 765
AUTODESK INC COM 052769106 209,000 1,000 SH DFND 1 0 0 1,000
HEWLETT PACKARD ENTERPRISE C COM 42824C109 4,587,302 71,800 SH DFND 1 0 0 71,800
LAM RESEARCH CORP COM NEW 512807306 22,033,166 67,070 SH DFND 1 0 0 67,070
WESTERN DIGITAL CORP COM 958102105 7,757,632 17,070 SH DFND 1 0 0 17,070
WORKDAY INC CL A 98138H101 1,714,140 9,000 SH DFND 1 0 0 9,000
GUIDEWIRE SOFTWARE INC COM 40171V100 3,322,114 23,300 SH DFND 1 0 0 23,300
MICRON TECHNOLOGY INC COM 595112103 32,941,722 30,928 SH DFND 1 0 0 30,928
FIRST SOLAR INC COM 336433107 350,320 2,000 SH DFND 1 0 0 2,000
CBOE GLOBAL MKTS INC COM 12503M108 412,935 1,500 SH DFND 1 0 0 1,500
MARSH & MCLENNAN COS INC COM 571748102 119,511 700 SH DFND 1 0 0 700
MSCI INC COM 55354G100 323,196 600 SH DFND 1 0 0 600
NETFLIX INC. COM 64110L106 2,184,116 31,390 SH DFND 1 0 0 31,390
NAVITAS SEMICONDUCTOR CORP COM 63942X106 464,400 40,000 SH DFND 1 0 0 40,000
WEST FRASER TIMBER CO LTD COM 952845105 166,964 2,400 SH DFND 1 0 0 2,400
KLA CORP COM NEW 482480100 1,500,961 7,700 SH DFND 1 0 0 7,700
STANTEC INC COM 85472N109 169,109 2,500 SH DFND 1 0 0 2,500
MASTERCARD INCORPORATED CL A 57636Q104 4,149,812 7,525 SH DFND 1 0 0 7,525
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 333,930 1,500 SH DFND 1 0 0 1,500
WATTS WATER TECHNOLOGIES INC CL A 942749102 283,344 800 SH DFND 1 0 0 800
INTEL CORP COM 458140100 1,430,737 11,900 SH DFND 1 0 0 11,900
CLOROX CO DEL COM 189054109 140,957 1,740 SH DFND 1 0 0 1,740
RTX CORPORATION COM 75513E101 3,601,610 19,400 SH DFND 1 0 0 19,400
TESLA INC COM 88160R101 471,897 1,330 SH DFND 1 0 0 1,330
BROOKFIELD CORP CL A LTD VT SH 11271J107 978,951 26,850 SH DFND 1 0 0 26,850
FERRARI N V COM N3167Y103 544,772 1,385 SH DFND 1 0 0 1,385
ISHARES INC MSCI JAPAN ETF 46434G822 4,710,242 48,330 SH DFND 1 0 0 48,330
AMERICAN TOWER CORP COM 03027X100 491,070 3,000 SH DFND 1 0 0 3,000
EQUINIX INC COM 29444U700 1,090,483 1,078 SH DFND 1 0 0 1,078
SHOPIFY INC CL A SUB VTG SHS 82509L107 103,810 700 SH DFND 1 0 0 700
LEMONADE INC COM 52567D107 180,560 4,000 SH DFND 1 0 0 4,000
APPLOVIN CORP COM CL A 03831W108 290,430 1,000 SH DFND 1 0 0 1,000
COHERENT CORP COM 19247G107 230,248 800 SH DFND 1 0 0 800
DATADOG INC CL A COM 23804L103 136,925 500 SH DFND 1 0 0 500
CLOUDFLARE INC CL A COM 18915M107 798,744 2,300 SH DFND 1 0 0 2,300
AXT INC COM 00246W103 309,640 4,000 SH DFND 1 0 0 4,000
POWELL INDS INC COM 739128106 295,152 1,600 SH DFND 1 0 0 1,600
HINGE HEALTH INC CL A 433313103 632,060 6,500 SH DFND 1 0 0 6,500
OSCAR HEALTH INC CL A 687793109 277,560 9,000 SH DFND 1 0 0 9,000
STRATEGY INC CL A NEW 594972408 1,163,484 7,600 SH DFND 1 0 0 7,600
BITMINE IMMERSION TECHS INC COM NEW 09175A206 502,170 19,000 SH DFND 1 0 0 19,000
HIMS & HERS HEALTH INC COM CL A 433000106 595,800 20,000 SH DFND 1 0 0 20,000
ZSCALER INC COM 98980G102 558,376 2,800 SH DFND 1 0 0 2,800
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 477,603 2,100 SH DFND 1 0 0 2,100
NEXGEN ENERGY LTD COM 65340P106 300,960 33,000 SH DFND 1 0 0 33,000
WOLFSPEED INC COMMON STOCK 97785W106 140,650 5,000 SH DFND 1 0 0 5,000
APPLIED OPTOELECTRONICS INC COM 03823U102 158,816 1,600 SH DFND 1 0 0 1,600
ZOETIS INC CL A 98978V103 621,487 8,900 SH DFND 1 0 0 8,900
OTIS WORLDWIDE CORP COM 68902V107 418,080 6,500 SH DFND 1 0 0 6,500
ISHARES TR JPMORGAN USD EMG 464288281 49,962 550 SH DFND 1 0 0 550
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 947,674 111,099 SH DFND 1 0 0 111,099
ISHARES TR GLOBAL MATER ETF 464288695 1,337,375 12,500 SH DFND 1 0 0 12,500
ISHARES TR GLOBAL ENERG ETF 464287341 21,649 380 SH DFND 1 0 0 380
ISHARES TR GLOBAL FINLS ETF 464287333 97,155 765 SH DFND 1 0 0 765
EMERSON ELEC CO COM 291011104 521,136 3,360 SH DFND 1 0 0 3,360
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 14,591 1,840 SH DFND 1 0 0 1,840
ISHARES TR MSCI ACWI ETF 464288257 7,533,399 47,450 SH DFND 1 0 0 47,450
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 1,119,300 18,200 SH DFND 1 0 0 18,200
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 2,015,449 12,070 SH DFND 1 0 0 12,070
ISHARES INC MSCI EMRG CHN 46434G764 188,252 1,900 SH DFND 1 0 0 1,900
ISHARES TR GLOBAL REIT ETF 46434V647 110,854 4,300 SH DFND 1 0 0 4,300
ISHARES TR U.S. REAL ES ETF 464287739 484,704 5,100 SH DFND 1 0 0 5,100
ISHARES TR GLOB UTILITS ETF 464288711 353,694 4,600 SH DFND 1 0 0 4,600
ISHARES TR ISHARES BIOTECH 464287556 168,424 800 SH DFND 1 0 0 800
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 98,593 1,100 SH DFND 1 0 0 1,100
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,196,374 2,880 SH DFND 1 0 0 2,880
MOBILITY GLOBAL INC COM SHS 60744M106 9,261 540 SH DFND 1 0 0 540
COMCAST CORP NEW CL A 20030N101 69,632 3,200 SH DFND 1 0 0 3,200
MILLROSE PPTYS INC COM CL A 601137102 101,932 3,925 SH DFND 1 0 0 3,925
ORACLE CORP COM 68389X105 166,133 1,210 SH DFND 1 0 0 1,210
BANK OF AMER CORP COM 060505104 108,860 2,000 SH DFND 1 0 0 2,000
AT&T INC COM 00206R102 97,600 4,000 SH DFND 1 0 0 4,000
ALPHABET INC CAP STK CL C 02079K107 1,449,849 4,255 SH DFND 1 0 0 4,255
WALMART INC COM 931142103 389,700 3,750 SH DFND 1 0 0 3,750
CITIGROUP INC COM NEW 172967424 453,180 3,500 SH DFND 1 0 0 3,500
SK HYNIX INC AMERICAN DEPOSIT 78392B206 289,116 1,570 SH DFND 1 0 0 1,570
VISA INC COM CL A 92826C839 291,057 810 SH DFND 1 0 0 810
BAIDU INC SPON ADR REP A 056752108 121,618 1,400 SH DFND 1 0 0 1,400
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 198,949 1,850 SH DFND 1 0 0 1,850
AMPHENOL CORP CL A 032095101 133,194 1,580 SH DFND 1 0 0 1,580
PAYPAL HLDGS INC COM 70450Y103 78,795 1,500 SH DFND 1 0 0 1,500
MAGNUM ICE CREAM CO NV ORD SHS N5505D105 150,896 8,460 SH DFND 1 0 0 8,460
TRADEWEB MKTS INC CL A 892672106 95,798 950 SH DFND 1 0 0 950
DEUTSCHE BK AG NAMEN AKT D18190898 231,569 6,400 SH DFND 1 0 0 6,400
ISHARES TR GLOBAL TECH ETF 464287291 741,100 5,000 SH DFND 1 0 0 5,000
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 138,712 1,250 SH DFND 1 0 0 1,250