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
ARM HOLDINGS PLC SPONSORED ADS 042068205 12,646,556 43,660 SH DFND 12,646,556 0 0
NOKIA CORP SPONSORED ADR 654902204 1,862,982 183,726 SH DFND 1,862,982 0 0
ABBVIE INC COM 00287Y109 34,937,437 133,558 SH DFND 34,937,437 0 0
AIRBNB INC COM CL A 009066101 944,622 5,880 SH DFND 944,622 0 0
ABBOTT LABORATORIES COM 002824100 156,630,528 1,584,848 SH DFND 156,630,528 0 0
ADOBE INC COM 00724F101 632,722 2,637 SH DFND 632,722 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1,679,235 58,105 SH DFND 1,679,235 0 0
ADVANCED ENERGY INDS COM 007973100 8,926,649 31,675 SH DFND 8,926,649 0 0
ADVANCED MICRO DEVICES INC COM 007903107 25,165,359 41,136 SH DFND 25,165,359 0 0
AMAZON COM INC COM 023135106 4,009,073 16,091 SH DFND 4,009,073 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,389,943 11,739 SH DFND 2,389,943 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 204,266 1,760 SH DFND 204,266 0 0
BARRICK MNG CORP COM SHS 06849F108 403,406 9,919 SH DFND 403,406 0 0
CAPITAL ONE FINL CORP COM 14040H105 24,534,949 127,078 SH DFND 24,534,949 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 11,930,240 64,000 SH DFND 11,930,240 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104 14,237,650 1,104,550 SH DFND 14,237,650 0 0
SALESFORCE INC COM 79466L302 5,593,932 24,367 SH DFND 5,593,932 0 0
DELL TECHNOLOGIES INC CL C 24703L202 368,904,054 685,759 SH DFND 368,904,054 0 0
DOLLAR GEN CORP COM 256677105 13,749,069 114,978 SH DFND 13,749,069 0 0
ENPHASE ENERGY INC COM 29355A107 296,778 8,996 SH DFND 296,778 0 0
FREEPORT MCMORAN INC CL B 35671D857 2,294,110 32,773 SH DFND 2,294,110 0 0
FIVE BELOW INC COM 33829M101 442,873 2,017 SH DFND 442,873 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 12,069,271 322,363 SH DFND 12,069,271 0 0
GE VERNOVA INC COM 36828A101 330,771 348 SH DFND 330,771 0 0
GENERAL MTRS CO COM 37045V100 6,868,631 89,203 SH DFND 6,868,631 0 0
ALPHABET INC CAP STK CL A 02079K305 1,976,051 5,743 SH DFND 1,976,051 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 32,238,000 900,000 SH DFND 32,238,000 0 0
HOME DEPOT INC COM 437076102 1,641,792 5,771 SH DFND 1,641,792 0 0
ROBINHOOD MKTS INC COM CL A 770700102 24,541,538 218,147 SH DFND 24,541,538 0 0
HEALTHCARE RLTY TR CL A COM 42226K105 8,598,205 484,679 SH DFND 8,598,205 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 9,052,319 41,160 SH DFND 9,052,319 0 0
INTEL CORP COM 458140100 677,256 5,633 SH DFND 677,256 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 10,545,323 257,958 SH DFND 10,545,323 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 291,960 718 SH DFND 291,960 0 0
KEEL INFRASTRUCTURE CORP COM SHS 486917107 3,242,884 918,664 SH DFND 3,242,884 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 20,984,382 329,995 SH DFND 20,984,382 0 0
KITE REALTY GROUP TRUST COM NEW 49803T300 4,549,320 186,524 SH DFND 4,549,320 0 0
LIBERTY ENERGY INC COM CL A 53115L104 3,381,249 185,579 SH DFND 3,381,249 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 22,339,744 287,254 SH DFND 22,339,744 0 0
META PLATFORMS INC CL A 30303M102 256,427,274 353,605 SH DFND 256,427,274 0 0
MKS INC. COM 55306N104 29,985,680 113,000 SH DFND 29,985,680 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,617,228 38,857 SH DFND 1,617,228 0 0
MICROSOFT CORP COM 594918104 282,444,798 550,682 SH DFND 282,444,798 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 7,518,771 309,160 SH DFND 7,518,771 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 2,045,080 8,670 SH DFND 2,045,080 0 0
NEXTERA ENERGY INC COM 65339F101 39,198,783 517,544 SH DFND 39,198,783 0 0
NEOGENOMICS INC COM NEW 64049M209 6,732,263 366,681 SH DFND 6,732,263 0 0
NVIDIA CORPORATION COM 67066G104 6,712,317 29,391 SH DFND 6,712,317 0 0
ONTO INNOVATION INC COM 683344105 15,411,316 50,066 SH DFND 15,411,316 0 0
ORACLE CORP COM 68389X105 872,816 6,357 SH DFND 872,816 0 0
PALO ALTO NETWORKS INC COM 697435105 226,295,857 569,570 SH DFND 226,295,857 0 0
PAYPAL HLDGS INC COM 70450Y103 329,941 6,281 SH DFND 329,941 0 0
QUALCOMM INC COM 747525103 1,201,413 6,528 SH DFND 1,201,413 0 0
ROLLINS INC COM 775711104 9,590,118 318,397 SH DFND 9,590,118 0 0
RANGE RES CORP COM 75281A109 11,807,167 318,768 SH DFND 11,807,167 0 0
REGAL REXNORD CORPORATION COM 758750103 3,669,747 23,659 SH DFND 3,669,747 0 0
SANDISK CORP COM 80004C200 1,887,781 1,085 SH DFND 1,887,781 0 0
SYNOPSYS INC COM 871607107 26,848,846 61,730 SH DFND 26,848,846 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 378,960 2,512 SH DFND 378,960 0 0
TARGET CORP COM 87612E106 202,074,318 1,289,644 SH DFND 202,074,318 0 0
T-MOBILE US INC COM 872590104 6,506,892 39,900 SH DFND 6,506,892 0 0
TWILIO INC CL A 90138F102 642,242 2,196 SH DFND 642,242 0 0
TEXAS INSTRS INC COM 882508104 3,972,797 14,184 SH DFND 3,972,797 0 0
TYLER TECHNOLOGIES INC COM 902252105 62,569,217 196,388 SH DFND 62,569,217 0 0
VISA INC COM CL A 92826C839 10,161,493 28,279 SH DFND 10,161,493 0 0
VOYAGER TECHNOLOGIES INC COM CL A 92892B103 8,676,608 286,830 SH DFND 8,676,608 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 808,147 3,349 SH DFND 808,147 0 0
WESTERN DIGITAL CORP COM 958102105 9,175,547 20,190 SH DFND 9,175,547 0 0
WELLS FARGO & CO COM 949746101 1,847,314 23,077 SH DFND 1,847,314 0 0
BLOCK INC CL A 852234103 799,859 10,878 SH DFND 799,859 0 0
ZSCALER INC COM 98980G102 950,436 4,766 SH DFND 950,436 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830 1,541,964 18,205 SH DFND 1,541,964 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 2,158,475 24,584 SH DFND 2,158,475 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 5,270,074 46,249 SH DFND 5,270,074 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,528,778 6,640 SH DFND 2,528,778 0 0
ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 003260106 4,015,538 260,580 SH DFND 4,015,538 0 0
ISHARES SILVER TR ISHARES 46428Q109 4,239,679 77,778 SH DFND 4,239,679 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 801,444 1,316 SH DFND 801,444 0 0
SPDR SERIES TRUST SP O&G EXPL PRO 78468R556 324,946 1,812 SH DFND 324,946 0 0
ADVANCED MICRO DEVICES INC COM 007903107 250,267 105 SH Put DFND 250,267 0 0
ALPHABET INC CAP STK CL A 02079K305 77,562 148 SH Put DFND 77,562 0 0
ALPHABET INC CAP STK CL A 02079K305 131,881 374 SH Call DFND 131,881 0 0
AMAZON COM INC COM 023135106 73,160 315 SH Put DFND 73,160 0 0
AMAZON COM INC COM 023135106 2 200 SH Call DFND 2 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 108,791 49 SH Put DFND 108,791 0 0
BROADCOM INC COM 11135F101 269,684 430 SH Put DFND 269,684 0 0
BROADCOM INC COM 11135F101 34,994 551 SH Call DFND 34,994 0 0
DELL TECHNOLOGIES INC CL C 24703L202 637,529 204 SH Put DFND 637,529 0 0
INTEL CORP COM 458140100 292,567 539 SH Put DFND 292,567 0 0
META PLATFORMS INC CL A 30303M102 172,861 57 SH Put DFND 172,861 0 0
MICRON TECHNOLOGY INC COM 595112103 282,220 81 SH Put DFND 282,220 0 0
NVIDIA CORPORATION COM 67066G104 20,922 50 SH Put DFND 20,922 0 0
NVIDIA CORPORATION COM 67066G104 99,843 167 SH Call DFND 99,843 0 0
ORACLE CORP COM 68389X105 272,618 424 SH Put DFND 272,618 0 0
ORACLE CORP COM 68389X105 1 60 SH Call DFND 1 0 0
SANDISK CORP COM 80004C200 246,803 26 SH Put DFND 246,803 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,906,161 263 SH Put DFND 2,906,161 0 0