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
ARM HOLDINGS PLC SPONSORED ADS 042068205   3,391,330 31,757 SH   DFND   3,391,330 0 0
ADOBE INC COM 00724F101   571,460 1,490 SH   DFND   571,460 0 0
ALBEMARLE CORP COM 012653101   1,465,895 20,354 SH   DFND   1,465,895 0 0
ALIGN TECHNOLOGY INC COM 016255101   205,883 1,296 SH   DFND   205,883 0 0
APPLIED MATLS INC COM 038222105   1,838,670 12,670 SH   DFND   1,838,670 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,770,763 36,702 SH   DFND   3,770,763 0 0
AMAZON COM INC COM 023135106   748,102 3,932 SH   DFND   748,102 0 0
ARISTA NETWORKS INC COM SHS 040413205   645,641 8,333 SH   DFND   645,641 0 0
BROADCOM INC COM 11135F101   263,870 1,576 SH   DFND   263,870 0 0
ENPHASE ENERGY INC COM 29355A107   740,691 11,937 SH   DFND   740,691 0 0
ALPHABET INC CAP STK CL A 02079K305   600,467 3,883 SH   DFND   600,467 0 0
ILLUMINA INC COM 452327109   479,452 6,043 SH   DFND   479,452 0 0
INTEL CORP COM 458140100   1,772,561 78,052 SH   DFND   1,772,561 0 0
MICRON TECHNOLOGY INC COM 595112103   478,764 5,510 SH   DFND   478,764 0 0
NVIDIA CORPORATION COM 67066G104   2,479,734 22,880 SH   DFND   2,479,734 0 0
ON SEMICONDUCTOR CORP COM 682189105   250,976 6,168 SH   DFND   250,976 0 0
PAYPAL HLDGS INC COM 70450Y103   337,995 5,180 SH   DFND   337,995 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   252,691 7,380 SH   DFND   252,691 0 0
TESLA INC COM 88160R101   1,596,685 6,161 SH   DFND   1,596,685 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,074,047 14,876 SH   DFND   1,074,047 0 0
BLOCK INC CL A 852234103   1,033,465 19,022 SH   DFND   1,033,465 0 0