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   1,928,264 11,922 SH   DFND   1,928,264 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   978,955 8,632 SH   DFND   978,955 0 0
ADOBE INC COM 00724F101   518,419 1,340 SH   DFND   518,419 0 0
ALBEMARLE CORP COM 012653101   1,777,008 28,355 SH   DFND   1,777,008 0 0
ALIGN TECHNOLOGY INC COM 016255101   264,305 1,396 SH   DFND   264,305 0 0
APPLIED MATLS INC COM 038222105   684,682 3,740 SH   DFND   684,682 0 0
ADVANCED MICRO DEVICES INC COM 007903107   14,268,045 100,550 SH   DFND   14,268,045 0 0
AMAZON COM INC COM 023135106   384,371 1,752 SH   DFND   384,371 0 0
ARISTA NETWORKS INC COM SHS 040413205   376,808 3,683 SH   DFND   376,808 0 0
BROADCOM INC COM 11135F101   9,483,463 34,404 SH   DFND   9,483,463 0 0
ENPHASE ENERGY INC COM 29355A107   684,597 17,266 SH   DFND   684,597 0 0
ALPHABET INC CAP STK CL A 02079K305   4,587,972 26,034 SH   DFND   4,587,972 0 0
ILLUMINA INC COM 452327109   419,136 4,393 SH   DFND   419,136 0 0
INTEL CORP COM 458140100   138,632,054 6,188,931 SH   DFND   138,632,054 0 0
MICRON TECHNOLOGY INC COM 595112103   266,220 2,160 SH   DFND   266,220 0 0
NVIDIA CORPORATION COM 67066G104   1,306,577 8,270 SH   DFND   1,306,577 0 0
ON SEMICONDUCTOR CORP COM 682189105   7,903,795 150,807 SH   DFND   7,903,795 0 0
PAYPAL HLDGS INC COM 70450Y103   18,187,590 244,720 SH   DFND   18,187,590 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   390,120 7,960 SH   DFND   390,120 0 0
TESLA INC COM 88160R101   1,720,447 5,416 SH   DFND   1,720,447 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,185,798 3,801 SH   DFND   1,185,798 0 0
VISA INC COM CL A 92826C839   2,999,107 8,447 SH   DFND   2,999,107 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   16,256,452 375,698 SH   DFND   16,256,452 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   440,703 3,432 SH   DFND   440,703 0 0
BLOCK INC CL A 852234103   871,882 12,835 SH   DFND   871,882 0 0
AIRBNB INC COM CL A 009066101   6,177,499 46,679 SH   DFND   6,177,499 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   2,956,250 42,420 SH   DFND   2,956,250 0 0
ANALOG DEVICES INC COM 032654105   112,756,263 473,726 SH   DFND   112,756,263 0 0
AERCAP HOLDINGS NV SHS N00985106   898,443 7,679 SH   DFND   898,443 0 0
AMGEN INC COM 031162100   135,597,499 485,647 SH   DFND   135,597,499 0 0
BARRICK MNG CORP COM SHS 06849F108   16,574,136 796,068 SH   DFND   16,574,136 0 0
BLOOM ENERGY CORP COM CL A 093712107   441,228 18,446 SH   DFND   441,228 0 0
CELSIUS HLDGS INC COM NEW 15118V207   1,050,084 22,636 SH   DFND   1,050,084 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   6,008,050 107,000 SH   DFND   6,008,050 0 0
CENTENE CORP DEL COM 15135B101   1,669,110 30,750 SH   DFND   1,669,110 0 0
CVS HEALTH CORP COM 126650100   9,501,995 137,750 SH   DFND   9,501,995 0 0
DOW INC COM 260557103   6,672,960 252,000 SH   DFND   6,672,960 0 0
DEXCOM INC COM 252131107   6,459,460 74,000 SH   DFND   6,459,460 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   2,391,782 131,924 SH   DFND   2,391,782 0 0
FREEPORT-MCMORAN INC CL B 35671D857   159,147,344 3,671,219 SH   DFND   159,147,344 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   29,628,000 400,000 SH   DFND   29,628,000 0 0
GENERAL MTRS CO COM 37045V100   1,451,695 29,500 SH   DFND   1,451,695 0 0
GRANITE CONSTR INC COM 387328107   18,702,000 200,000 SH   DFND   18,702,000 0 0
HOME DEPOT INC COM 437076102   24,713,736 67,406 SH   DFND   24,713,736 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   105,699,813 5,168,695 SH   DFND   105,699,813 0 0
KEURIG DR PEPPER INC COM 49271V100   6,661,590 201,500 SH   DFND   6,661,590 0 0
ELI LILLY & CO COM 532457108   3,037,049 3,896 SH   DFND   3,037,049 0 0
CHENIERE ENERGY INC COM NEW 16411R208   4,260,139 17,494 SH   DFND   4,260,139 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   107,584,400 1,528,839 SH   DFND   107,584,400 0 0
MEDTRONIC PLC SHS G5960L103   18,091,872 207,547 SH   DFND   18,091,872 0 0
METLIFE INC COM 59156R108   2,999,425 37,297 SH   DFND   2,999,425 0 0
MPLX LP COM UNIT REP LTD 55336V100   2,620,211 50,868 SH   DFND   2,620,211 0 0
NEXTERA ENERGY INC COM 65339F101   25,098,454 361,545 SH   DFND   25,098,454 0 0
NEWMONT CORP COM 651639106   1,996,978 34,277 SH   DFND   1,996,978 0 0
PG&E CORP COM 69331C108   12,235,138 877,700 SH   DFND   12,235,138 0 0
PINTEREST INC CL A 72352L106   1,823,302 50,845 SH   DFND   1,823,302 0 0
POWELL INDS INC COM 739128106   635,769 3,021 SH   DFND   635,769 0 0
QUALCOMM INC COM 747525103   8,998,509 56,502 SH   DFND   8,998,509 0 0
SCHWAB CHARLES CORP COM 808513105   12,946,409 141,894 SH   DFND   12,946,409 0 0
SEALED AIR CORP NEW COM 81211K100   8,722,316 281,093 SH   DFND   8,722,316 0 0
SPROUTS FMRS MKT INC COM 85208M102   4,020,180 24,418 SH   DFND   4,020,180 0 0
SL GREEN RLTY CORP COM 78440X887   782,787 12,646 SH   DFND   782,787 0 0
SNOWFLAKE INC CL A 833445109   48,114,578 215,018 SH   DFND   48,114,578 0 0
SOFI TECHNOLOGIES INC COM 83406F102   45,525,000 2,500,000 SH   DFND   45,525,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   934,620 1,218 SH   DFND   934,620 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   4,173,120 56,000 SH   DFND   4,173,120 0 0
ATLASSIAN CORPORATION CL A 049468101   4,140,802 20,389 SH   DFND   4,140,802 0 0
TOAST INC CL A 888787108   4,758,075 107,430 SH   DFND   4,758,075 0 0
TARGA RES CORP COM 87612G101   2,893,732 16,623 SH   DFND   2,893,732 0 0
US BANCORP DEL COM NEW 902973304   35,613,108 787,030 SH   DFND   35,613,108 0 0
VALERO ENERGY CORP COM 91913Y100   4,570,280 34,000 SH   DFND   4,570,280 0 0
EXXON MOBIL CORP COM 30231G102   144,147,357 1,337,174 SH   DFND   144,147,357 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   200,721 2,574 SH   DFND   200,721 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830   446,310 9,918 SH   DFND   446,310 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,004,029 19,286 SH   DFND   1,004,029 0 0
ISHARES SILVER TR ISHARES 46428Q109   497,104 15,151 SH   DFND   497,104 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78468R556   322,803 2,566 SH   DFND   322,803 0 0