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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Meta Platforms Inc CL A 30303M102   35,048,452 60,810 SH   DFND   59,810 1,000 0
NVIDIA Corp COM 67066G104   31,930,590 294,617 SH   SOLE   294,617 0 0
Amazon.Com Inc COM 023135106   31,613,221 166,158 SH   DFND   163,658 2,500 0
Vertiv Holdings Co COM 92537N108   25,185,093 348,824 SH   DFND   293,824 55,000 0
Vistra Corp COM 92840M102   23,105,146 196,740 SH   SOLE   196,740 0 0
Broadcom Inc COM 11135F101   22,544,282 134,649 SH   SOLE   134,649 0 0
Microsoft Corp COM 594918104   18,011,588 47,981 SH   DFND   45,731 2,250 0
Applovin Corp CL A 03831W108   13,971,868 52,730 SH   SOLE   52,730 0 0
Tesla Inc COM 88160R101   13,061,664 50,400 SH   SOLE   50,400 0 0
iShares Bitcoin Trust ETF ETF 46438F101   12,638,700 270,000 SH   SOLE   270,000 0 0
Shift4 Payments Inc CL A 82452J109   12,330,202 150,902 SH   SOLE   138,202 12,700 0
Bausch Lomb Corp COM 717051076   11,764,836 811,368 SH   DFND   801,368 10,000 0
Starbucks Corp COM 855244109   11,097,903 113,140 SH   DFND   106,740 6,400 0
Grupo Financiero Galicia SA SPONSORED ADS 399909100   10,621,214 194,992 SH   SOLE   194,992 0 0
Arm Holdings Plc SPONSORED ADS 420682058   7,907,159 74,044 SH   SOLE   74,044 0 0
Coherent Corp COM 19247G107   4,647,626 71,568 SH   SOLE   71,568 0 0
Carpenter Technology Corp COM 144285103   4,437,823 24,494 SH   SOLE   24,494 0 0
Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS 874039100   3,735,000 22,500 SH   SOLE   22,500 0 0
IQVIA Holdings Inc COM 46266C105   2,874,043 16,302 SH   DFND   12,960 3,342 0
Credo Technology Group Holding Ltd COM G25457105   2,168,640 54,000 SH   SOLE   54,000 0 0
Janux Therapeutics Inc COM 47103J105   2,073,600 76,800 SH   SOLE   76,800 0 0
MasterCard Inc COM 57636Q104   1,699,172 3,100 SH   DFND   0 3,100 0
Palantir Technologies Inc COM 69608A108   1,291,320 15,300 SH   SOLE   15,300 0 0
Danaher Corp COM 235851102   1,148,000 5,600 SH   DFND   0 5,600 0
Dyne Therapeutics Inc COM 26818M108   1,034,494 98,900 SH   SOLE   98,900 0 0
SeviceNow Inc COM 81762P102   955,368 1,200 SH   DFND   0 1,200 0
Thermo Fisher Scientific Inc COM 883556102   771,280 1,550 SH   DFND   0 1,550 0
RTX Corp COM 75513E101   662,300 5,000 SH   DFND   0 5,000 0
Keysight Technologies Inc COM 49338L103   546,661 3,650 SH   DFND   0 3,650 0
HDFC Bank Ltd SPONSORED ADS 40415F101   431,860 6,500 SH   DFND   0 6,500 0
Solventum Corp COM 83444M101   364,992 4,800 SH   DFND   0 4,800 0
Janus International Group Inc COM 47103N106   283,990 39,443 SH   DFND   0 39,443 0