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
APPLE INC COM 037833100   505,180 2,946 SH   DFND   505,180 0 0
ADOBE INC COM 00724F101   426,387 845 SH   DFND   426,387 0 0
ALBEMARLE CORP COM 012653101   825,069 5,974 SH   DFND   825,069 0 0
ALIGN TECHNOLOGY INC COM 016255101   644,015 2,180 SH   DFND   644,015 0 0
APPLIED MATLS INC COM 038222105   19,403,820 119,656 SH   DFND   19,403,820 0 0
ADVANCED MICRO DEVICES INC COM 007903107   38,280,608 259,688 SH   DFND   38,280,608 0 0
AMAZON COM INC COM 023135106   1,267,675 7,877 SH   DFND   1,267,675 0 0
AMERICAN EXPRESS CO COM 025816109   1,072,896 5,727 SH   DFND   1,072,896 0 0
SALESFORCE INC COM 79466L302   570,134 1,893 SH   DFND   570,134 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   396,570 1,237 SH   DFND   396,570 0 0
DISNEY WALT CO COM 254687106   667,063 7,388 SH   DFND   667,063 0 0
LAUDER ESTEE COS INC CL A 518439104   285,188 1,950 SH   DFND   285,188 0 0
FREEPORT-MCMORAN INC CL B 35671D857   292,584 6,873 SH   DFND   292,584 0 0
FEDEX CORP COM 31428X106   1,126,475 4,453 SH   DFND   1,126,475 0 0
ALPHABET INC CAP STK CL C 02079K107   1,808,132 12,830 SH   DFND   1,808,132 0 0
ALPHABET INC CAP STK CL A 02079K305   7,311,623 49,286 SH   DFND   7,311,623 0 0
ILLUMINA INC COM 452327109   655,163 4,728 SH   DFND   655,163 0 0
INTEL CORP COM 458140100   1,476,288 32,400 SH   DFND   1,476,288 0 0
JPMORGAN CHASE & CO COM 46625H100   285,403 1,468 SH   DFND   285,403 0 0
META PLATFORMS INC CL A 30303M102   20,472,238 51,607 SH   DFND   20,472,238 0 0
MORGAN STANLEY COM NEW 617446448   3,180,851 34,111 SH   DFND   3,180,851 0 0
MICROSOFT CORP COM 594918104   1,792,267 4,260 SH   DFND   1,792,267 0 0
MICRON TECHNOLOGY INC COM 595112103   4,957,129 52,866 SH   DFND   4,957,129 0 0
NETFLIX INC COM 64110L106   67,414 111 SH   DFND   67,414 0 0
NVIDIA CORPORATION COM 67066G104   11,230,347 12,429 SH   DFND   11,230,347 0 0
PALO ALTO NETWORKS INC COM 697435105   363,705 1,277 SH   DFND   363,705 0 0
PAYPAL HLDGS INC COM 70450Y103   13,800,841 218,193 SH   DFND   13,800,841 0 0
QUALCOMM INC COM 747525103   1,792,907 12,396 SH   DFND   1,792,907 0 0
SCHWAB CHARLES CORP COM 808513105   331,478 4,818 SH   DFND   331,478 0 0
BLOCK INC CL A 852234103   7,393,933 91,340 SH   DFND   7,393,933 0 0
TESLA INC COM 88160R101   3,816,611 17,443 SH   DFND   3,816,611 0 0
UBER TECHNOLOGIES INC COM 90353T100   9,149,187 137,731 SH   DFND   9,149,187 0 0
UNITEDHEALTH GROUP INC COM 91324P102   342,659 675 SH   DFND   342,659 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   2,407,431 35,146 SH   DFND   2,407,431 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   4,160,682 23,793 SH   DFND   4,160,682 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   307,850 2,463 SH   DFND   307,850 0 0
ADVANCED MICRO DEVICES INC COM 007903107   60,457 259,688 SH Put DFND   60,457 0 0
ADVANCED MICRO DEVICES INC COM 007903107   538,974 259,688 SH Call DFND   538,974 0 0
ALPHABET INC CAP STK CL A 02079K305   96,112 49,286 SH Put DFND   96,112 0 0
APPLE INC COM 037833100   182,314 2,946 SH Put DFND   182,314 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   61,280 1,237 SH Put DFND   61,280 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   178,240 1,237 SH Call DFND   178,240 0 0
JPMORGAN CHASE & CO COM 46625H100   32,037 1,468 SH Put DFND   32,037 0 0
META PLATFORMS INC CL A 30303M102   71,317 51,607 SH Put DFND   71,317 0 0
META PLATFORMS INC CL A 30303M102   2,771,502 51,607 SH Call DFND   2,771,502 0 0
MICRON TECHNOLOGY INC COM 595112103   25,878 52,866 SH Put DFND   25,878 0 0
MICRON TECHNOLOGY INC COM 595112103   626,086 52,866 SH Call DFND   626,086 0 0
MICROSOFT CORP COM 594918104   7,140 4,260 SH Put DFND   7,140 0 0
MICROSOFT CORP COM 594918104   2,859,435 4,260 SH Call DFND   2,859,435 0 0
MORGAN STANLEY COM NEW 617446448   22,469 34,111 SH Put DFND   22,469 0 0
MORGAN STANLEY COM NEW 617446448   134,119 34,111 SH Call DFND   134,119 0 0
NETFLIX INC COM 64110L106   1,259,023 111 SH Call DFND   1,259,023 0 0
NVIDIA CORPORATION COM 67066G104   10,110,551 12,429 SH Call DFND   10,110,551 0 0
SALESFORCE INC COM 79466L302   19,183 1,893 SH Put DFND   19,183 0 0
SALESFORCE INC COM 79466L302   29,477 1,893 SH Call DFND   29,477 0 0
SERVICENOW INC COM 81762P102   541 4,916 SH Put DFND   541 0 0
SERVICENOW INC COM 81762P102   870,970 4,916 SH Call DFND   870,970 0 0
TESLA INC COM 88160R101   2,777 17,443 SH Put DFND   2,777 0 0
TESLA INC COM 88160R101   322,327 17,443 SH Call DFND   322,327 0 0
UBER TECHNOLOGIES INC COM 90353T100   28,752 137,731 SH Put DFND   28,752 0 0
UBER TECHNOLOGIES INC COM 90353T100   367,386 137,731 SH Call DFND   367,386 0 0