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 124,018,111 526,075 SH   DFND 1 526,075 0 0
CRH PLC O ORD G25508105 BBG000BDCN13 89,678,607 942,426 SH   DFND 1 942,426 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 55,054,303 127,944 SH   DFND 1 127,944 0 0
VISA INC COM CL A 92826C839 BBG000PSKYX7 52,564,116 191,177 SH   DFND 1 191,177 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 51,123,472 89,308 SH   DFND 1 89,308 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 47,209,557 388,748 SH   DFND 1 388,748 0 0
FERRARI N V COM N3167Y103 BBG00BS9K4L1 38,861,319 82,965 SH   DFND 1 82,243 0 722
LINDE PLC SHS G54950103 BBG01FND0CC1 29,937,271 62,780 SH   DFND 1 62,780 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 26,832,015 154,500 SH   DFND 1 154,500 0 0
DEERE & CO COM 244199105 BBG000BH1NH9 25,164,999 60,300 SH   DFND 1 60,300 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 24,545,800 148,000 SH   DFND 1 148,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 20,408,325 52,500 SH   DFND 1 52,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFC2 20,377,129 55,293 SH   DFND 1 55,293 0 0
BROADCOM INC COM 11135F101 BBG00KHY5S69 20,337,750 117,900 SH   DFND 1 117,900 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 18,977,711 101,850 SH   DFND 1 101,850 0 0
QIAGEN NV SHS NEW N72482149 BBG000H50QW6 18,463,180 408,780 SH   DFND 1 408,780 0 0
CATERPILLAR INC COM 149123101 BBG000BF0LJ6 18,147,968 46,400 SH   DFND 1 46,400 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG000DMBXR2 17,241,179 81,766 SH   DFND 1 81,766 0 0
AT&T INC COM 00206R102 BBG000BSJLV4 16,436,200 747,100 SH   DFND 1 747,100 0 0
APPLE INC COM 037833100 BBG000B9XRY4 16,186,510 69,470 SH   DFND 1 69,470 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG0014GJCT9 15,893,700 46,500 SH   DFND 1 46,500 0 0
SYNOPSYS INC COM 871607107 BBG000BSFRF3 15,774,049 31,150 SH   DFND 1 31,150 0 0
HOME DEPOT INC COM 437076102 BBG000BKZDM1 15,195,000 37,500 SH   DFND 1 37,500 0 0
DANAHER CORPORATION COM 235851102 BBG000BH3JF8 14,985,278 53,900 SH   DFND 1 53,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 14,412,681 23,300 SH   DFND 1 23,300 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG000C2V3D6 12,323,840 83,000 SH   DFND 1 83,000 0 0
ADOBE INC COM 00724F101 BBG000BB5006 11,908,940 23,000 SH   DFND 1 23,000 0 0
WABTEC COM 929740108 BBG000BDD940 11,735,617 64,563 SH   DFND 1 64,563 0 0
FORD MTR CO NOTE 3/1 345370CZ1 BBG00ZNKGD88 11,664,018 11,900,000 PRN   DFND 1 11,900,000 0 0
STELLANTIS N.V SHS N82405106 BBG00YRS5632 11,408,789 823,955 SH   DFND 1 797,441 0 26,514
GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CH10 11,139,975 22,500 SH   DFND 1 22,500 0 0
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 10,988,900 130,000 SH   DFND 1 130,000 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG000BR2WS4 10,357,360 59,800 SH   DFND 1 59,800 0 0
DOLE PLC ORD SHS G27907107 BBG011PCV4J9 10,252,437 629,370 SH   DFND 1 629,370 0 0
SERVICENOW INC COM 81762P102 BBG000M1R011 9,480,534 10,600 SH   DFND 1 10,600 0 0
FISERV INC COM 337738108 BBG000BJKPG0 9,251,975 51,500 SH   DFND 1 51,500 0 0
SALESFORCE INC COM 79466L302 BBG000BN2DC2 9,251,398 33,800 SH   DFND 1 33,800 0 0
EATON CORP PLC SHS G29183103 BBG000BJ3PD2 9,185,197 27,713 SH   DFND 1 27,713 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 9,148,175 121,716 SH   DFND 1 121,716 0 0
INTUIT COM 461202103 BBG000BH5DV1 8,942,400 14,400 SH   DFND 1 14,400 0 0
MEDTRONIC PLC SHS G5960L103 BBG000BNWG87 8,855,261 98,359 SH   DFND 1 98,359 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG000BLSL58 8,847,173 84,315 SH   DFND 1 84,315 0 0
SHARKNINJA INC COM SHS G8068L108 BBG01HN2K357 8,843,559 81,350 SH   DFND 1 81,350 0 0
STRYKER CORPORATION COM 863667101 BBG000DN7P92 8,814,744 24,400 SH   DFND 1 24,400 0 0
XYLEM INC COM 98419M100 BBG001D8R5D0 8,776,950 65,000 SH   DFND 1 65,000 0 0
ELI LILLY & CO COM 532457108 BBG000BNBDC2 8,339,353 9,413 SH   DFND 1 9,413 0 0
FIRST SOLAR INC COM 336433107 BBG000BFL116 7,857,360 31,500 SH   DFND 1 31,500 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001R3MNY9 7,176,770 63,500 SH   DFND 1 63,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 7,061,340 14,300 SH   DFND 1 14,300 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 7,034,252 19,900 SH   DFND 1 19,900 0 0
NETFLIX INC COM 64110L106 BBG000CL9VN6 6,747,286 9,513 SH   DFND 1 9,513 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 6,448,344 39,300 SH   DFND 1 39,300 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 BBG00174XPT8 6,427,640 542,875 SH   DFND 1 542,875 0 0
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 5,899,860 29,200 SH   DFND 1 29,200 0 0
ANSYS INC COM 03662Q105 BBG000GXZ4W7 5,894,655 18,500 SH   DFND 1 18,500 0 0
ZOETIS INC CL A 98978V103 BBG0039320N9 5,470,640 28,000 SH   DFND 1 28,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 5,403,970 11,000 SH   DFND 1 11,000 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 5,313,182 2,580 SH   DFND 1 1,080 0 1,500
TOAST INC CL A 888787108 BBG00BTJVK94 5,180,730 183,000 SH   DFND 1 183,000 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZT9 4,947,580 43,000 SH   DFND 1 43,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 BBG000NWKS18 4,879,680 78,000 SH   DFND 1 78,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ304 4,641,344 75,200 SH   DFND 1 75,200 0 0
D R HORTON INC COM 23331A109 BBG000DQTXY6 4,181,869 21,921 SH   DFND 1 21,921 0 0
JOHNSON CTLS INTL PLC SHS G51502105 BBG000BVWLJ6 4,113,330 53,000 SH   DFND 1 53,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 3,548,199 26,320 SH   DFND 1 26,320 0 0
VEEVA SYS INC CL A COM 922475108 BBG005845P91 3,357,920 16,000 SH   DFND 1 16,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKS03 3,351,617 11,950 SH   DFND 1 11,950 0 0
VERALTO CORP COM SHS 92338C103 BBG019Q32XJ9 3,169,218 28,332 SH   DFND 1 28,332 0 0
AKAMAI TECHNOLOGIES INC NOTE 1.125% 2/1 00971TAN1 BBG01HWS4MC8 2,393,278 2,350,000 PRN   DFND 1 2,350,000 0 0
ANALOG DEVICES INC COM 032654105 BBG000BB6G37 2,301,700 10,000 SH   DFND 1 10,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG001V4SF46 1,851,300 280,500 SH   DFND 1 280,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8KW8 1,741,075 17,500 SH   DFND 1 17,500 0 0
ZILLOW GROUP INC NOTE 2.750% 5/1 98954MAH4 BBG00TSXLNN4 1,638,707 1,450,000 PRN   DFND 1 1,450,000 0 0
BENTLEY SYS INC NOTE 0.375% 7/0 08265TAD1 BBG011KG2MY0 1,244,472 1,350,000 PRN   DFND 1 1,350,000 0 0
QIAGEN NV SHS NEW N72482149 BBG000H50QW6 1,010,704 2,200 SH Call DFND 1 2,200 0 0
PALO ALTO NETWORKS INC NOTE 0.375% 6/0 697435AF2 BBG00V7SXZT7 928,337 270,000 PRN   DFND 1 270,000 0 0
SPOTIFY USA INC NOTE 3/1 84921RAB6 BBG00ZFDC5N7 897,831 900,000 PRN   DFND 1 900,000 0 0
ENPHASE ENERGY INC NOTE 3/0 29355AAH0 BBG00ZFDDK53 845,955 900,000 PRN   DFND 1 900,000 0 0
SEAGATE HDD CAYMAN NOTE 3.500% 6/0 81180WBL4 BBG01J7F45G3 792,166 550,000 PRN   DFND 1 550,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BBZY6 778,940 34,000 SH   DFND 1 34,000 0 0
EXACT SCIENCES CORP NOTE 0.375% 3/0 30063PAC9 BBG00RZB0YW7 749,191 800,000 PRN   DFND 1 800,000 0 0
INSULET CORP NOTE 0.375% 9/0 45784PAK7 BBG00Q5KYJN8 741,631 620,000 PRN   DFND 1 620,000 0 0
CLOUDFLARE INC NOTE 8/1 18915MAC1 BBG012314YD5 741,069 800,000 PRN   DFND 1 800,000 0 0
AMERICAN WTR CAP CORP NOTE 3.625% 6/1 03040WBE4 BBG01H778722 725,664 700,000 PRN   DFND 1 700,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM1M4 723,450 53,000 SH   DFND 1 53,000 0 0
SHIFT4 PMTS INC NOTE 0.500% 8/0 82452JAD1 BBG011WYS0V1 722,379 700,000 PRN   DFND 1 700,000 0 0
DEXCOM INC NOTE 0.375% 5/1 252131AM9 BBG01GHVC2V4 709,507 800,000 PRN   DFND 1 800,000 0 0
H WORLD GROUP LTD NOTE 3.000% 5/0 44332NAB2 BBG00TR60PJ7 689,104 600,000 PRN   DFND 1 600,000 0 0
RALPH LAUREN CORP CL A 751212101 BBG000BS0ZF1 644,036 3,322 SH   DFND 1 3,322 0 0
WORKIVA INC NOTE 1.250% 8/1 98139AAD7 BBG01HWMCL52 617,073 650,000 PRN   DFND 1 650,000 0 0
ZSCALER INC NOTE 0.125% 7/0 98980GAB8 BBG00VNLXW20 610,983 500,000 PRN   DFND 1 500,000 0 0
DROPBOX INC NOTE 3/0 26210CAC8 BBG00ZF28315 581,892 600,000 PRN   DFND 1 600,000 0 0
NUTANIX INC NOTE 0.250%10/0 67059NAH1 BBG012LLD4Q3 537,998 450,000 PRN   DFND 1 450,000 0 0
ETSY INC NOTE 0.250% 6/1 29786AAN6 BBG011C0JZ40 533,178 650,000 PRN   DFND 1 650,000 0 0
EXPEDIA GROUP INC NOTE 2/1 30212PBE4 BBG00Z9C5GC2 525,289 550,000 PRN   DFND 1 550,000 0 0
WAYFAIR INC NOTE 3.250% 9/1 94419LAP6 BBG019K2VZR1 483,122 400,000 PRN   DFND 1 400,000 0 0
HALOZYME THERAPEUTICS INC NOTE 1.000% 8/1 40637HAF6 BBG0196010D6 477,420 400,000 PRN   DFND 1 400,000 0 0
BIOMARIN PHARMACEUTICAL INC NOTE 1.250% 5/1 09061GAK7 BBG00TSF3CN7 431,058 450,000 PRN   DFND 1 450,000 0 0
SAREPTA THERAPEUTICS INC NOTE 1.250% 9/1 803607AD2 BBG019M33H98 421,156 370,000 PRN   DFND 1 370,000 0 0
ON SEMICONDUCTOR CORP NOTE 0.500% 3/0 682189AU9 BBG01FMYDM67 354,211 350,000 PRN   DFND 1 350,000 0 0
PDD HOLDINGS INC NOTE 12/0 722304AC6 BBG00Y78WSB1 353,189 350,000 PRN   DFND 1 350,000 0 0
BLOCK INC NOTE 5/0 852234AJ2 BBG00Y496WG7 277,092 300,000 PRN   DFND 1 300,000 0 0
NIO INC NOTE 4.625%10/1 62914VAK2 BBG01JG05PL5 270,945 300,000 PRN   DFND 1 300,000 0 0
DROPBOX INC NOTE 3/0 26210CAD6 BBG00ZF28WL9 241,698 250,000 PRN   DFND 1 250,000 0 0
WIX COM LTD NOTE 8/1 92940WAD1 BBG00WLM45F5 238,520 250,000 PRN   DFND 1 250,000 0 0
RAPID7 INC NOTE 0.250% 3/1 753422AF1 BBG00ZN9DKH0 228,354 250,000 PRN   DFND 1 250,000 0 0
AMER SPORTS INC COM SHS G0260P102 BBG01KWR26Q5 127,504 7,994 SH   DFND 1 7,994 0 0
SKECHERS U S A INC CL A 830566105 BBG000C4HKK2 126,479 1,890 SH   DFND 1 1,890 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0C23 109,545 526 SH   DFND 1 526 0 0
VAIL RESORTS INC COM 91879Q109 BBG000BCMWM1 101,611 583 SH   DFND 1 583 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104 BBG000CPCVY1 96,196 8,761 SH   DFND 1 8,761 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBCG3 95,549 1,234 SH   DFND 1 1,234 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101 BBG011M1TX96 87,928 7,091 SH   DFND 1 7,091 0 0
ELECTRONIC ARTS INC COM 285512109 BBG000BP0KQ8 87,642 611 SH   DFND 1 611 0 0
V F CORP COM 918204108 BBG000BWCKB6 84,947 4,258 SH   DFND 1 4,258 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 BBG012J3H017 83,590 3,423 SH   DFND 1 3,423 0 0
ETSY INC NOTE 0.125%10/0 29786AAJ5 BBG00Q9W9H41 79,141 80,000 PRN   DFND 1 80,000 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M17 74,316 915 SH   DFND 1 915 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 BBG000BKKQ84 71,959 865 SH   DFND 1 865 0 0
BRP INC COM SUN VTG 05577W200 BBG004G493C6 60,831 1,021 SH   DFND 1 1,021 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 BBG0035WV4N9 52,763 3,261 SH   DFND 1 3,261 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG000R8ZVD1 46,672 172 SH   DFND 1 172 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG000BKXYX5 45,922 288 SH   DFND 1 288 0 0
DICKS SPORTING GOODS INC COM 253393102 BBG000F6ZWH2 36,314 174 SH   DFND 1 174 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89F6 14,995 299 SH   DFND 1 299 0 0