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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
FLUTTER ENTMT PLC SHS G3643J108 BBG000N8GJR8 98,147,095 537,118 SH   DFND 1 537,118 0 0
CRH PLC ORD G25508105 BBG000BDCN13 77,253,993 1,008,385 SH   DFND 1 1,008,385 0 0
STELLANTIS N.V SHS N82405106 BBG00YRS5632 75,331,408 3,776,373 SH   DFND 1 3,755,054 0 21,319
MICROSOFT CORP COM 594918104 BBG000BPH459 55,759,247 124,755 SH   DFND 1 124,755 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 51,627,119 417,898 SH   DFND 1 417,898 0 0
VISA INC COM CL A 92826C839 BBG000PSKYX7 45,808,102 174,527 SH   DFND 1 174,527 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 43,800,583 86,868 SH   DFND 1 86,868 0 0
FERRARI N V COM N3167Y103 BBG00BS9K4L1 41,164,939 100,120 SH   DFND 1 99,398 0 722
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 27,983,410 161,000 SH   DFND 1 161,000 0 0
LINDE PLC SHS G54950103 BBG01FND0CC1 27,548,492 62,780 SH   DFND 1 62,780 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG000DMBXR2 25,083,476 124,016 SH   DFND 1 124,016 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 23,479,135 128,900 SH   DFND 1 128,900 0 0
DEERE & CO COM 244199105 BBG000BH1NH9 22,376,327 59,889 SH   DFND 1 59,889 0 0
ELI LILLY & CO COM 532457108 BBG000BNBDC2 18,729,596 20,687 SH   DFND 1 20,687 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HYS8 18,561,479 294,253 SH   DFND 1 294,253 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG0014GJCT9 17,459,015 51,500 SH   DFND 1 51,500 0 0
QIAGEN NV SHS NEW N72482149 BBG000H50QW6 17,019,147 408,780 SH   DFND 1 408,780 0 0
SYNOPSYS INC COM 871607107 BBG000BSFRF3 16,661,680 28,000 SH   DFND 1 28,000 0 0
DANAHER CORPORATION COM 235851102 BBG000BH3JF8 14,966,015 59,900 SH   DFND 1 59,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 14,765,100 26,700 SH   DFND 1 26,700 0 0
MERCK & CO INC COM 58933Y105 BBG000BPD257 14,719,325 118,896 SH   DFND 1 118,896 0 0
CATERPILLAR INC COM 149123101 BBG000BF0LJ6 13,613,797 40,870 SH   DFND 1 40,870 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFC2 13,461,591 42,900 SH   DFND 1 42,900 0 0
MEDTRONIC PLC SHS G5960L103 BBG000BNWG87 13,223,280 168,000 SH   DFND 1 168,000 0 0
NETFLIX INC COM 64110L106 BBG000CL9VN6 13,146,662 19,480 SH   DFND 1 19,480 0 0
FORD MTR CO DEL NOTE 3/1 345370CZ1 BBG00ZNKGD88 13,067,024 12,900,000 PRN   DFND 1 12,900,000 0 0
SERVICENOW INC COM 81762P102 BBG000M1R011 11,957,384 15,200 SH   DFND 1 15,200 0 0
BROADCOM INC COM 11135F101 BBG00KHY5S69 11,640,093 7,250 SH   DFND 1 7,250 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 11,512,550 35,000 SH   DFND 1 35,000 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZT9 11,023,650 85,000 SH   DFND 1 85,000 0 0
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 10,904,740 154,000 SH   DFND 1 154,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG000C2V3D6 10,759,290 83,000 SH   DFND 1 83,000 0 0
INTUIT COM 461202103 BBG000BH5DV1 10,383,918 15,800 SH   DFND 1 15,800 0 0
SALESFORCE INC COM 79466L302 BBG000BN2DC2 10,284,000 40,000 SH   DFND 1 40,000 0 0
WABTEC COM 929740108 BBG000BDD940 10,204,182 64,563 SH   DFND 1 64,563 0 0
ADOBE INC COM 00724F101 BBG000BB5006 9,888,612 17,800 SH   DFND 1 17,800 0 0
DOLE PLC ORD SHS G27907107 BBG011PCV4J9 9,730,408 794,968 SH   DFND 1 794,968 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 9,710,813 50,250 SH   DFND 1 50,250 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 9,264,360 21,000 SH   DFND 1 21,000 0 0
EATON CORP PLC SHS G29183103 BBG000BJ3PD2 9,200,498 29,343 SH   DFND 1 29,343 0 0
STRYKER CORPORATION COM 863667101 BBG000DN7P92 9,152,725 26,900 SH   DFND 1 26,900 0 0
ANSYS INC COM 03662Q105 BBG000GXZ4W7 9,066,300 28,200 SH   DFND 1 28,200 0 0
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 9,026,618 38,250 SH   DFND 1 38,250 0 0
APPLE INC COM 037833100 BBG000B9XRY4 9,004,005 42,750 SH   DFND 1 42,750 0 0
XYLEM INC COM 98419M100 BBG001D8R5D0 8,815,950 65,000 SH   DFND 1 65,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 8,747,310 28,830 SH   DFND 1 28,830 0 0
HOME DEPOT INC COM 437076102 BBG000BKZDM1 8,606,000 25,000 SH   DFND 1 25,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ304 8,103,082 122,200 SH   DFND 1 122,200 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG000BLSL58 8,027,631 84,315 SH   DFND 1 84,315 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKS03 7,663,800 20,000 SH   DFND 1 20,000 0 0
FIRST SOLAR INC COM 336433107 BBG000BFL116 7,101,990 31,500 SH   DFND 1 31,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 6,617,514 91,050 SH   DFND 1 91,050 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 6,374,853 39,300 SH   DFND 1 39,300 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001R3MNY9 6,331,585 63,500 SH   DFND 1 63,500 0 0
SHARKNINJA INC COM SHS G8068L108 BBG01HN2K357 6,113,453 81,350 SH   DFND 1 81,350 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 BBG00ZNRRJM2 6,016,230 309,000 SH   DFND 1 309,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 BBG00174XPT8 6,010,411 563,300 SH   DFND 1 563,300 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 BBG000NWKS18 5,860,463 91,100 SH   DFND 1 91,100 0 0
RALPH LAUREN CORP CL A 751212101 BBG000BS0ZF1 5,840,002 33,360 SH   DFND 1 33,360 0 0
TOAST INC CL A 888787108 BBG00BTJVK94 5,824,020 226,000 SH   DFND 1 226,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 4,893,350 11,000 SH   DFND 1 11,000 0 0
ZOETIS INC CL A 98978V103 BBG0039320N9 4,854,080 28,000 SH   DFND 1 28,000 0 0
WORKDAY INC CL A 98138H101 BBG000VC0T95 4,694,760 21,000 SH   DFND 1 21,000 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 4,397,679 2,660 SH   DFND 1 1,160 0 1,500
JOHNSON CTLS INTL PLC SHS G51502105 BBG000BVWLJ6 3,522,910 53,000 SH   DFND 1 53,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 3,499,244 26,320 SH   DFND 1 26,320 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG001V4SF46 2,877,930 280,500 SH   DFND 1 280,500 0 0
VERALTO CORP COM SHS 92338C103 BBG019Q32XJ9 2,704,856 28,332 SH   DFND 1 28,332 0 0
ZILLOW GROUP INC NOTE 2.750% 5/1 98954MAH4 BBG00TSXLNN4 1,879,030 1,850,000 PRN   DFND 1 1,850,000 0 0
AIRBNB INC NOTE 3/1 009066AB7 BBG00ZHSFMF1 1,282,218 1,400,000 PRN   DFND 1 1,400,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00MS83205 1,274,288 9,240 SH   DFND 1 9,240 0 0
CYBERARK SOFTWARE LTD NOTE 11/1 23248VAB1 BBG00QV847N5 1,218,518 700,000 PRN   DFND 1 700,000 0 0
BENTLEY SYS INC NOTE 0.375% 7/0 08265TAD1 BBG011KG2MY0 1,209,916 1,350,000 PRN   DFND 1 1,350,000 0 0
UNITY SOFTWARE INC NOTE 11/1 91332UAB7 BBG013JZ3JK7 1,208,620 1,400,000 PRN   DFND 1 1,400,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM1M4 1,147,210 89,000 SH   DFND 1 89,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BBZY6 858,840 34,000 SH   DFND 1 34,000 0 0
SPOTIFY USA INC NOTE 3/1 84921RAB6 BBG00ZFDC5N7 857,860 900,000 PRN   DFND 1 900,000 0 0
NICE LTD NOTE 9/1 653656AB4 BBG00WYGBVK3 849,085 900,000 PRN   DFND 1 900,000 0 0
QIAGEN NV SHS NEW N72482149 BBG000H50QW6 845,117 2,200 SH Call DFND 1 2,200 0 0
ENPHASE ENERGY INC NOTE 3/0 29355AAH0 BBG00ZFDDK53 820,413 900,000 PRN   DFND 1 900,000 0 0
CLOUDFLARE INC NOTE 8/1 18915MAC1 BBG012314YD5 726,768 800,000 PRN   DFND 1 800,000 0 0
NUTANIX INC NOTE 0.250%10/0 67059NAH1 BBG012LLD4Q3 700,807 600,000 PRN   DFND 1 600,000 0 0
INSULET CORP NOTE 0.375% 9/0 45784PAK7 BBG00Q5KYJN8 681,501 620,000 PRN   DFND 1 620,000 0 0
ZSCALER INC NOTE 0.125% 7/0 98980GAB8 BBG00VNLXW20 672,706 500,000 PRN   DFND 1 500,000 0 0
SHIFT4 PMTS INC NOTE 0.500% 8/0 82452JAD1 BBG011WYS0V1 664,532 700,000 PRN   DFND 1 700,000 0 0
PALO ALTO NETWORKS INC NOTE 0.375% 6/0 697435AF2 BBG00V7SXZT7 613,667 180,000 PRN   DFND 1 180,000 0 0
BLOCK INC NOTE 0.125% 3/0 852234AF0 BBG00S46V7M6 578,812 600,000 PRN   DFND 1 600,000 0 0
DROPBOX INC NOTE 3/0 26210CAC8 BBG00ZF28315 559,890 600,000 PRN   DFND 1 600,000 0 0
ETSY INC NOTE 0.250% 6/1 29786AAN6 BBG011C0JZ40 512,655 650,000 PRN   DFND 1 650,000 0 0
EXPEDIA GROUP INC NOTE 2/1 30212PBE4 BBG00Z9C5GC2 505,251 550,000 PRN   DFND 1 550,000 0 0
DEXCOM INC NOTE 0.250%11/1 252131AK3 BBG00TSCZWX4 451,277 450,000 PRN   DFND 1 450,000 0 0
EXACT SCIENCES CORP NOTE 0.375% 3/0 30063PAC9 BBG00RZB0YW7 435,935 530,000 PRN   DFND 1 530,000 0 0
BIOMARIN PHARMACEUTICAL INC NOTE 1.250% 5/1 09061GAK7 BBG00TSF3CN7 431,640 450,000 PRN   DFND 1 450,000 0 0
RAPID7 INC NOTE 0.250% 3/1 753422AF1 BBG00ZN9DKH0 362,158 400,000 PRN   DFND 1 400,000 0 0
ON SEMICONDUCTOR CORP NOTE 0.500% 3/0 682189AU9 BBG01FMYDM67 337,048 350,000 PRN   DFND 1 350,000 0 0
BLOCK INC NOTE 5/0 852234AJ2 BBG00Y496WG7 268,920 300,000 PRN   DFND 1 300,000 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89F6 234,546 6,045 SH   DFND 1 6,045 0 0
WIX COM LTD NOTE 8/1 92940WAD1 BBG00WLM45F5 233,731 250,000 PRN   DFND 1 250,000 0 0
DROPBOX INC NOTE 3/0 26210CAD6 BBG00ZF28WL9 228,098 250,000 PRN   DFND 1 250,000 0 0
H WORLD GROUP LTD NOTE 3.000% 5/0 44332NAB2 BBG00TR60PJ7 213,652 200,000 PRN   DFND 1 200,000 0 0
HUBSPOT INC NOTE 0.375% 6/0 443573AD2 BBG00V6PX8Z7 208,839 100,000 PRN   DFND 1 100,000 0 0
SNAP INC NOTE 5/0 83304AAF3 BBG010G6Q044 208,788 250,000 PRN   DFND 1 250,000 0 0
WAYFAIR INC NOTE 3.250% 9/1 94419LAP6 BBG019K2VZR1 170,722 150,000 PRN   DFND 1 150,000 0 0
ARRAY TECHNOLOGIES INC NOTE 1.000%12/0 04271TAB6 BBG013TZL1R8 161,984 200,000 PRN   DFND 1 200,000 0 0
PDD HOLDINGS INC NOTE 12/0 722304AC6 BBG00Y78WSB1 148,316 150,000 PRN   DFND 1 150,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104 BBG000CPCVY1 134,043 8,761 SH   DFND 1 8,761 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBCG3 124,211 1,729 SH   DFND 1 1,729 0 0
ELECTRONIC ARTS INC COM 285512109 BBG000BP0KQ8 119,963 861 SH   DFND 1 861 0 0
SKECHERS U S A INC CL A 830566105 BBG000C4HKK2 119,578 1,730 SH   DFND 1 1,730 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0C23 113,442 603 SH   DFND 1 603 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101 BBG011M1TX96 107,422 6,886 SH   DFND 1 6,886 0 0
VAIL RESORTS INC COM 91879Q109 BBG000BCMWM1 105,016 583 SH   DFND 1 583 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M17 81,906 1,113 SH   DFND 1 1,113 0 0
AMER SPORTS INC COM SHS G0260P102 BBG01KWR26Q5 80,989 6,443 SH   DFND 1 6,443 0 0
ETSY INC NOTE 0.125%10/0 29786AAJ5 BBG00Q9W9H41 79,192 80,000 PRN   DFND 1 80,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 BBG012J3H017 72,194 3,834 SH   DFND 1 3,834 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 BBG000BKKQ84 68,404 865 SH   DFND 1 865 0 0
BRP INC COM SUN VTG 05577W200 BBG004G493C6 66,130 1,021 SH   DFND 1 1,021 0 0
V F CORP COM 918204108 BBG000BWCKB6 58,590 4,340 SH   DFND 1 4,340 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 BBG0035WV4N9 52,633 3,261 SH   DFND 1 3,261 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG000R8ZVD1 34,052 114 SH   DFND 1 114 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG000BKXYX5 19,359 20 SH   DFND 1 20 0 0