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
AIR PRODUCTS AND CHEMICALS, INC. Common 009158BE5 834,874 1,000,000 SH SOLE 1,000,000 0 0
SANDISK CORP/DE Common 80004C200 4,572,431 2,628 SH SOLE 2,628 0 0
MERCK & CO., INC. Common 58933Y105 28,380,803 195,306 SH SOLE 195,306 0 0
PALANTIR TECHNOLOGIES INC Common 69608A108 5,686,320 30,400 SH SOLE 30,400 0 0
VERTEX PHARMACEUTICALS INCORPORATED Common 92532F100 1,803,695 3,450 SH SOLE 3,450 0 0
BOOKING HOLDINGS INC. Common 09857LAW8 1,051,029 1,000,000 SH SOLE 1,000,000 0 0
TWILIO INC Common 90138F102 286,318 979 SH SOLE 979 0 0
AMERICAN EXPRESS COMPANY Common 025816109 349,715 1,150 SH SOLE 1,150 0 0
Coherent Corp Common 19247G107 2,069,354 7,190 SH SOLE 7,190 0 0
BANK OF AMERICA CORPORATION Common 060505104 14,996,089 275,543 SH SOLE 275,543 0 0
AT&T INC. Common BJ5954919 487,172 500,000 SH SOLE 500,000 0 0
QUALCOMM INCORPORATED Common 747525103 4,124,336 22,410 SH SOLE 22,410 0 0
BOSTON SCIENTIFIC CORPORATION Common 101137107 1,287,675 29,500 SH SOLE 29,500 0 0
ALPHABET INC. Common 02079K107 43,117,240 126,540 SH SOLE 126,540 0 0
WAL-MART STORES, INC. Common 931142103 24,037,422 231,307 SH SOLE 231,307 0 0
FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND Common 337345102 120,351 365 SH SOLE 365 0 0
WESTERN DIGITAL CORPORATION Common 958102105 1,931,455 4,250 SH SOLE 4,250 0 0
TESLA MOTORS INC Common 88160R101 29,922,902 84,335 SH SOLE 84,335 0 0
MERCADOLIBRE INC Common 58733R102 734,625 425 SH SOLE 425 0 0
INTERNATIONAL BUSINESS MACHINES CORP Common AN6306376 956,102 1,000,000 SH SOLE 1,000,000 0 0
LINDE PLC Common G54950103 3,766,747 7,936 SH SOLE 7,936 0 0
COMFORT SYSTEMS USA INC Common 199908104 489,611 296 SH SOLE 296 0 0
NEXTRACKER INC Common 65290E101 333,852 4,284 SH SOLE 4,284 0 0
AEVA TECHNOLOGIES INC Common 00835Q202 207,792 14,800 SH SOLE 14,800 0 0
AMERICAN TOWER CORPORATION Common 03027X100 2,663,566 16,275 SH SOLE 16,275 0 0
KLA Corp Common 482480100 3,333,303 17,100 SH SOLE 17,100 0 0
CVS HEALTH CORP Common 126650100 9,678,686 112,950 SH SOLE 112,950 0 0
UBER TECHNOLOGIES INC Common 90353T100 14,592,630 213,000 SH SOLE 213,000 0 0
THE TJX COMPANIES, INC. Common 872540109 2,302,194 17,400 SH SOLE 17,400 0 0
TEXAS INSTRUMENTS INCORPORATED Common 882508104 3,333,071 11,900 SH SOLE 11,900 0 0
APPLE INC Common 037833100 124,442,717 373,679 SH SOLE 373,679 0 0
RESMED INC Common 761152107 1,415,040 6,400 SH SOLE 6,400 0 0
SK HYNIX INC Common 78392B206 5,109,428 27,746 SH SOLE 27,746 0 0
THE COCA-COLA COMPANY Common 191216100 3,577,743 41,563 SH SOLE 41,563 0 0
MEDTRONIC PUBLIC LIMITED COMPANY Common G5960L103 4,340,382 50,307 SH SOLE 50,307 0 0
ANALOG DEVICES, INC. Common 032654105 4,622,068 11,651 SH SOLE 11,651 0 0
ADVANCED MICRO DEVICES INC Common 007903107 48,689,367 79,589 SH SOLE 79,589 0 0
ACM RESEARCH INC Common 00108J109 175,677 2,171 SH SOLE 2,171 0 0
EDWARDS LIFESCIENCES CORPORATION Common 28176E108 1,558,939 18,060 SH SOLE 18,060 0 0
BIOGEN INC. Common 09062X103 2,990,574 13,242 SH SOLE 13,242 0 0
NVENT ELECTRIC PLC Common G6700G107 481,110 3,000 SH SOLE 3,000 0 0
APPLIED OPTOELECTRONICS INC Common 03823U102 158,419 1,596 SH SOLE 1,596 0 0
CSX CORPORATION Common 126408103 8,213,666 176,600 SH SOLE 176,600 0 0
RALPH LAUREN CORPORATION Common 751212101 12,267,669 34,550 SH SOLE 34,550 0 0
BOOKING HOLDINGS INC. Common YO2559475 4,756,530 4,900,000 SH SOLE 4,900,000 0 0
NUVATION BIO INC Common 67080N101 165,665 29,583 SH SOLE 29,583 0 0
BOOKING HOLDINGS INC. Common 09857L108 439,857 2,700 SH SOLE 2,700 0 0
MANHATTAN ASSOCIATES INC Common 562750109 238,241 1,199 SH SOLE 1,199 0 0
STERLING INFRASTRUCTURE INC Common 859241101 295,068 600 SH SOLE 600 0 0
TENCENT HOLDINGS LTD Common 88032Q109 7,154,169 131,947 SH SOLE 131,947 0 0
SSGA FUNDS MANAGEMENT INC Common 78462F103 8,655,847 11,350 SH SOLE 11,350 0 0
AMAZON.COM, INC. Common 023135106 129,521,904 519,868 SH SOLE 519,868 0 0
GOLDMAN SACHS GROUP INC/THE Common 38141G104 40,401,260 44,863 SH SOLE 44,863 0 0
DEXCOM INC Common 252131107 1,596,365 18,500 SH SOLE 18,500 0 0
QNITY ELECTRONICS INC Common 74743L100 414,942 3,300 SH SOLE 3,300 0 0
TERAWULF INC Common 88080T104 148,000 10,000 SH SOLE 10,000 0 0
SEAGATE TECHNOLOGY HOLDINGS PLC Common G7997R103 2,800,224 3,036 SH SOLE 3,036 0 0
FEDEX CORPORATION Common 31428X106 1,776,752 6,234 SH SOLE 6,234 0 0
CHARLES SCHWAB CORP/THE Common 808513105 684,180 7,000 SH SOLE 7,000 0 0
COMCAST CORPORATION Common 20030NDC2 2,131,473 2,550,000 SH SOLE 2,550,000 0 0
APOLLO GLOBAL MANAGEMENT INC Common 03769M106 220,514 1,900 SH SOLE 1,900 0 0
BOOKING HOLDINGS INC. Common 09857LAV0 307,161 300,000 SH SOLE 300,000 0 0
DARLING INGREDIENTS INC. Common 237266101 1,882,010 31,000 SH SOLE 31,000 0 0
MCDONALD'S CORPORATION Common 580135101 2,182,540 9,447 SH SOLE 9,447 0 0
ABBOTT LABORATORIES Common 002824100 1,976,600 20,000 SH SOLE 20,000 0 0
FABRINET Common G3323L100 1,103,102 2,600 SH SOLE 2,600 0 0
INTERNATIONAL BUSINESS MACHINES CORP Common 459200101 3,430,908 15,600 SH SOLE 15,600 0 0
DUPONT DE NEMOURS INC Common 26614N201 1,880,229 14,480 SH SOLE 14,480 0 0
EMERSON ELECTRIC CO. Common 291011BU7 194,377 200,000 SH SOLE 200,000 0 0
CIENA CORP Common 171779309 693,085 1,970 SH SOLE 1,970 0 0
MP MATERIALS CORP Common 553368101 191,619 4,052 SH SOLE 4,052 0 0
UNION PACIFIC CORPORATION Common 907818108 9,089,142 33,400 SH SOLE 33,400 0 0
ASTRAZENECA PLC Common G0593M107 6,311,148 39,088 SH SOLE 39,088 0 0
COINBASE GLOBAL INC Common 19260Q107 960,012 5,150 SH SOLE 5,150 0 0
PROLOGIS INC Common 74340W103 7,504,752 57,800 SH SOLE 57,800 0 0
ABBVIE INC. Common 00287Y109 14,649,040 56,000 SH SOLE 56,000 0 0
REGENERON PHARMACEUTICALS, INC. Common 75886F107 2,274,810 3,000 SH SOLE 3,000 0 0
INVESCO CAPITAL MANAGEMENT LLC Common 46090E103 1,536,500 2,077 SH SOLE 2,077 0 0
NVIDIA CORPORATION Common 67066G104 179,556,137 786,267 SH SOLE 786,267 0 0
MICRON TECHNOLOGY, INC. Common 595112103 53,608,711 50,308 SH SOLE 50,308 0 0
TEVA PHARMACEUTICAL INDUSTRIES LIMITED Common M8769Q102 275,854 6,966 SH SOLE 6,966 0 0
COSTCO WHOLESALE CORPORATION Common 22160K105 2,321,367 2,550 SH SOLE 2,550 0 0
BLOOM ENERGY CORP Common 093712107 1,102,657 3,981 SH SOLE 3,981 0 0
BLACKROCK FUND ADVISORS Common 464287200 5,660,398 7,391 SH SOLE 7,391 0 0
WALT DISNEY CO/THE Common 254687106 8,639,564 82,360 SH SOLE 82,360 0 0
SAMSARA INC Common 79589L106 227,979 5,979 SH SOLE 5,979 0 0
Microchip Technology Inc Common 595017104 1,205,435 15,500 SH SOLE 15,500 0 0
ORACLE CORPORATION Common 68389X105 5,203,670 37,900 SH SOLE 37,900 0 0
META PLATFORMS INC Common 30303M102 62,035,836 85,541 SH SOLE 85,541 0 0
JAZZ PHARMACEUTICALS PLC Common G50871105 155,813 673 SH SOLE 673 0 0
NATERA INC Common 632307104 3,719,790 9,000 SH SOLE 9,000 0 0
BLACKROCK FUND ADVISORS Common 464287861 4,405,221 61,932 SH SOLE 61,932 0 0
ALPHABET INC. Common 02079K305 81,255,268 236,140 SH SOLE 236,140 0 0
SEA LTD Common 81141R100 4,193,102 43,068 SH SOLE 43,068 0 0
EMERSON ELECTRIC CO. Common 291011104 12,741,465 82,150 SH SOLE 82,150 0 0
INTUITIVE SURGICAL, INC. Common 46120E602 1,837,968 4,520 SH SOLE 4,520 0 0
AMPHENOL CORPORATION Common 032095101 3,346,710 39,700 SH SOLE 39,700 0 0
OKLO INC Common 02156V109 97,807 2,642 SH SOLE 2,642 0 0
AMGEN INC. Common 031162100 5,500,706 13,050 SH SOLE 13,050 0 0
ASTERA LABS INC Common 04626A103 197,207 554 SH SOLE 554 0 0
VERIZON COMMUNICATIONS INC. Common 92343VEC4 2,023,186 2,000,000 SH SOLE 2,000,000 0 0
TARGET CORPORATION Common 87612E106 3,447,180 22,000 SH SOLE 22,000 0 0
HDFC BANK LIMITED Common 40415F101 1,357,602 60,770 SH SOLE 60,770 0 0
TWIST BIOSCIENCE CORP Common 90184D100 1,000,790 5,179 SH SOLE 5,179 0 0
TERADYNE INC Common 880770102 594,550 1,483 SH SOLE 1,483 0 0
NETFLIX INC Common 64110L106 16,257,437 233,651 SH SOLE 233,651 0 0
ELI LILLY AND COMPANY Common 532457108 66,760,529 57,687 SH SOLE 57,687 0 0
VERTIV HOLDINGS CO Common 92537N108 1,303,074 5,400 SH SOLE 5,400 0 0
XP INC Common G98239109 2,100,193 100,033 SH SOLE 100,033 0 0
AUTODESK, INC. Common 052769106 209,000 1,000 SH SOLE 1,000 0 0
CITIGROUP INC. Common 172967424 8,024,638 61,970 SH SOLE 61,970 0 0
VEEVA SYSTEMS INC Common 922475108 1,284,525 4,500 SH SOLE 4,500 0 0
CREDO TECHNOLOGY GROUP HOLDING LTD Common G25457105 1,694,868 8,701 SH SOLE 8,701 0 0
TE CONNECTIVITY PLC Common G87052109 1,160,940 5,500 SH SOLE 5,500 0 0
PROTAGONIST THERAPEUTICS INC Common 74366E102 194,992 1,384 SH SOLE 1,384 0 0
SOFI TECHNOLOGIES INC Common 83406F102 2,493,326 158,683 SH SOLE 158,683 0 0
CRH PUBLIC LIMITED COMPANY Common G25508105 2,335,804 28,217 SH SOLE 28,217 0 0
THE COCA-COLA COMPANY Common BP3040469 887,701 1,000,000 SH SOLE 1,000,000 0 0
APPLIED MATERIALS, INC. Common 038222105 8,373,878 16,376 SH SOLE 16,376 0 0
DH EUROPE FINANCE II SARL Common ZR4416981 6,036,541 7,060,000 SH SOLE 7,060,000 0 0
NU HOLDINGS LTD/CAYMAN ISLANDS Common G6683N103 1,721,760 136,000 SH SOLE 136,000 0 0
CATERPILLAR INC. Common 149123101 10,540,270 13,000 SH SOLE 13,000 0 0
JOHNSON & JOHNSON Common 478160104 30,487,988 115,162 SH SOLE 115,162 0 0
PPG INDUSTRIES, INC. Common 693506BK2 1,999,759 2,000,000 SH SOLE 2,000,000 0 0
MORGAN STANLEY Common 617446448 6,798,983 36,146 SH SOLE 36,146 0 0
CAMECO CORPORATION Common 13321L108 233,142 2,690 SH SOLE 2,690 0 0
NEXTERA ENERGY INC Common 65339F101 8,482,114 111,995 SH SOLE 111,995 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD Common 874039100 32,724,336 71,734 SH SOLE 71,734 0 0
MARVELL TECHNOLOGY INC Common 573874104 20,175,868 76,363 SH SOLE 76,363 0 0
GENERAL MILLS, INC. Common ZB5613359 2,135,049 2,100,000 SH SOLE 2,100,000 0 0
DELL TECHNOLOGIES INC Common 24703L202 6,136,934 11,408 SH SOLE 11,408 0 0
SERVICENOW, INC. Common 81762P102 4,723,853 35,250 SH SOLE 35,250 0 0
THE HOME DEPOT, INC. Common 437076102 12,523,250 44,020 SH SOLE 44,020 0 0
FERRARI NV Common N3167Y103 7,464 19 SH SOLE 19 0 0
DOCUSIGN INC Common 256163106 501,409 7,467 SH SOLE 7,467 0 0
HESAI GROUP Common 428050108 1,412,692 88,570 SH SOLE 88,570 0 0
PUBLIC STORAGE OPERATING CO Common ZP5639635 209,640 250,000 SH SOLE 250,000 0 0
JPMORGAN CHASE & CO. Common 46625H100 56,101,483 169,578 SH SOLE 169,578 0 0
WELLS FARGO & COMPANY Common 949746101 2,793,745 34,900 SH SOLE 34,900 0 0
CREDICORP LTD Common G2519Y108 1,519,480 4,000 SH SOLE 4,000 0 0
REVOLUTION MEDICINES INC Common 76155X100 207,723 1,012 SH SOLE 1,012 0 0
URANIUM ENERGY CORP Common 916896103 281,166 29,753 SH SOLE 29,753 0 0
FIRST SOLAR INC Common 336433107 3,797,808 21,683 SH SOLE 21,683 0 0
INTERNATIONAL BUSINESS MACHINES CORP Common AW8986852 1,002,706 1,000,000 SH SOLE 1,000,000 0 0
PURECYCLE TECHNOLOGIES INC Common 74623V103 157,437 35,700 SH SOLE 35,700 0 0
HEWLETT PACKARD ENTERPRISE COMPANY Common 42824C109 1,661,140 26,000 SH SOLE 26,000 0 0
GENERAL MOTORS COMPANY Common 37045V100 3,239,662 42,079 SH SOLE 42,079 0 0
ONTO INNOVATION INC Common 683344105 215,474 700 SH SOLE 700 0 0
ASE TECHNOLOGY HOLDING CO LTD Common 00215W100 3,891,450 87,527 SH SOLE 87,527 0 0
LOWE'S COMPANIES, INC. Common 548661107 1,193,582 6,477 SH SOLE 6,477 0 0
CROWDSTRIKE HOLDINGS INC Common 22788C105 2,509,830 9,480 SH SOLE 9,480 0 0
ICICI BANK LIMITED Common 45104G104 2,241,991 81,379 SH SOLE 81,379 0 0
WELLTOWER INC. Common 95040Q104 7,465,762 32,426 SH SOLE 32,426 0 0
UNITED THERAPEUTICS CORP Common 91307C102 1,842,426 3,400 SH SOLE 3,400 0 0
PONY AI INC Common 732908108 523,200 80,000 SH SOLE 80,000 0 0
GILEAD SCIENCES, INC. Common 375558103 2,384,800 16,000 SH SOLE 16,000 0 0
FORTIVE CORP Common ZF8255225 2,686,752 2,700,000 SH SOLE 2,700,000 0 0
CADENCE DESIGN SYSTEMS INC Common 127387108 286,931 869 SH SOLE 869 0 0
PFIZER INC. Common 717081103 9,032,284 316,700 SH SOLE 316,700 0 0
QUANTA SERVICES, INC. Common 74762E102 3,570,429 5,557 SH SOLE 5,557 0 0
EQUINIX EUROPE 2 FINANCING CORP LLC Common YO4254265 1,388,229 1,400,000 SH SOLE 1,400,000 0 0
DEERE & COMPANY Common 244199105 2,023,207 3,014 SH SOLE 3,014 0 0
VISA INC. Common 92826C839 31,241,397 86,940 SH SOLE 86,940 0 0
LUMENTUM HOLDINGS INC. Common 55024U109 2,672,908 2,752 SH SOLE 2,752 0 0
BIOMARIN PHARMACEUTICAL INC. Common 09061G101 990,000 16,500 SH SOLE 16,500 0 0
INTEL CORPORATION Common 458140100 7,513,052 62,489 SH SOLE 62,489 0 0
ARISTA NETWORKS INC Common 040413205 6,799,906 33,400 SH SOLE 33,400 0 0
PALO ALTO NETWORKS, INC. Common 697435105 3,580,557 9,012 SH SOLE 9,012 0 0
ALIBABA GROUP HOLDING LIMITED Common 01609W102 8,254,018 76,753 SH SOLE 76,753 0 0
EQUINIX, INC. Common 29444U700 4,855,584 4,800 SH SOLE 4,800 0 0
LAM RESEARCH CORPORATION Common 512807306 20,994,089 63,907 SH SOLE 63,907 0 0
SPOTIFY TECHNOLOGY SA Common L8681T102 2,826,804 5,800 SH SOLE 5,800 0 0
IREN LTD Common Q4982L109 1,447,520 35,409 SH SOLE 35,409 0 0
BROADCOM INC Common 11135F101 69,127,004 196,849 SH SOLE 196,849 0 0
UNITEDHEALTH GROUP INCORPORATED Common 91324P102 10,535,196 28,700 SH SOLE 28,700 0 0
INTERNATIONAL BUSINESS MACHINES CORP Common ZM7431376 501,109 500,000 SH SOLE 500,000 0 0
FIDELITY NATIONAL INFORMATION SERVICES, INC. Common 31620MBM7 474,938 500,000 SH SOLE 500,000 0 0
DANAHER CORPORATION Common 235851102 1,938,563 8,750 SH SOLE 8,750 0 0
MASTERCARD INCORPORATED Common 57636Q104 6,494,961 11,778 SH SOLE 11,778 0 0
NASDAQ, INC. Common ZJ0719808 1,039,476 1,000,000 SH SOLE 1,000,000 0 0
MICROSOFT CORPORATION Common 594918104 159,151,343 310,297 SH SOLE 310,297 0 0
THERMO FISHER SCIENTIFIC INC. Common 883556102 22,866,644 33,874 SH SOLE 33,874 0 0
WW Grainger Inc Common 384802104 5,917,360 4,750 SH SOLE 4,750 0 0
SALESFORCE.COM, INC. Common 79466L302 5,876,992 25,600 SH SOLE 25,600 0 0
NORFOLK SOUTHERN CORP Common 655844108 1,637,700 5,300 SH SOLE 5,300 0 0
HUMANA INC Common 444859102 167,509 439 SH SOLE 439 0 0
HONEYWELL INTERNATIONAL INC. Common 438516205 4,098,565 19,430 SH SOLE 19,430 0 0
CISCO SYSTEMS INC/DELAWARE Common 17275R102 12,370,992 114,940 SH SOLE 114,940 0 0
EATON CORPORATION PUBLIC LIMITED COMPANY Common 00B8KQN82 12,831,963 29,867 SH SOLE 29,867 0 0
ELEVANCE HEALTH INC. Common 036752103 1,555,280 4,000 SH SOLE 4,000 0 0
AUTOMATIC DATA PROCESSING, INC. Common 053015103 3,406,392 13,200 SH SOLE 13,200 0 0
YUM CHINA HOLDINGS INC Common 98850P109 808,848 19,680 SH SOLE 19,680 0 0
GILDAN ACTIVEWEAR INC Common 375916103 8,950,539 209,380 SH SOLE 209,380 0 0
ROYAL BANK OF CANADA Common 780087102 22,279,650 112,880 SH SOLE 112,880 0 0