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
VEEVA SYS INC CL A COM 922475108   360,058 2,520 SH   DFND   360,058 0 0
ADOBE INC COM 00724F101   472,685 1,340 SH   DFND   472,685 0 0
APPLIED MATLS INC COM 038222105   9,395,631 58,073 SH   DFND   9,395,631 0 0
UNITEDHEALTH GROUP INC COM 91324P102   6,741,967 55,526 SH   DFND   6,741,967 0 0
ALBEMARLE CORP COM 012653101   1,130,742 13,946 SH   DFND   1,130,742 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,598,550 20,134 SH   DFND   3,598,550 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,599,695 18,921 SH   DFND   4,599,695 0 0
ADVANCED MICRO DEVICES INC COM 007903107   395,665 1,802 SH   DFND   395,665 0 0
NIKE INC CL B 654106103   138,410,634 490,470 SH   DFND   138,410,634 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   116,334,527 473,482 SH   DFND   116,334,527 0 0
APPLE INC COM 037833100   2,165,119 8,503 SH   DFND   2,165,119 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   2,342,084 16,553 SH   DFND   2,342,084 0 0
VISA INC COM CL A 92826C839   1,524,746 15,616 SH   DFND   1,524,746 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   229,861 2,718 SH   DFND   229,861 0 0
AIRBNB INC COM CL A 009066101   1,006,707 17,511 SH   DFND   1,006,707 0 0
DEXCOM INC COM 252131107   12,133,569 127,093 SH   DFND   12,133,569 0 0
ELI LILLY & CO COM 532457108   7,377,465 88,300 SH   DFND   7,377,465 0 0
ARISTA NETWORKS INC COM SHS 040413205   246,661 503 SH   DFND   246,661 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   7,829,198 24,230 SH   DFND   7,829,198 0 0
ANALOG DEVICES INC COM 032654105   6,850,066 399,188 SH   DFND   6,850,066 0 0
BROADCOM INC COM 11135F101   621,661 17,566 SH   DFND   621,661 0 0
GRANITE CONSTR INC COM 387328107   151,064,480 1,339,818 SH   DFND   151,064,480 0 0
AERCAP HOLDINGS NV SHS N00985106   137,681,457 3,510,491 SH   DFND   137,681,457 0 0
AMGEN INC COM 031162100   20,176,258 184,006 SH   DFND   20,176,258 0 0
BARRICK MNG CORP COM SHS 06849F108   29,997,836 74,034 SH   DFND   29,997,836 0 0
ENPHASE ENERGY INC COM 29355A107   450,443 4,743 SH   DFND   450,443 0 0
ALPHABET INC CAP STK CL A 02079K305   205,277,252 6,118,547 SH   DFND   205,277,252 0 0
METLIFE INC COM 59156R108   2,980,456 10,563 SH   DFND   2,980,456 0 0
HOME DEPOT INC COM 437076102   2,446,050 141,800 SH   DFND   2,446,050 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   777,119 8,323 SH   DFND   777,119 0 0
TOAST INC CL A 888787108   1,101,959 26,008 SH   DFND   1,101,959 0 0
NEXTERA ENERGY INC COM 65339F101   1,053,665 3,450 SH   DFND   1,053,665 0 0
NEWMONT CORP COM 651639106   3,767,277 28,135 SH   DFND   3,767,277 0 0
PG&E CORP COM 69331C108   8,703,222 161,800 SH   DFND   8,703,222 0 0
INTEL CORP COM 458140100   1,494,264 2,627 SH   DFND   1,494,264 0 0
PINTEREST INC CL A 72352L106   7,296,797 210,525 SH   DFND   7,296,797 0 0
CAMECO CORP COM 13321L108   98,305,407 1,530,760 SH   DFND   98,305,407 0 0
CELSIUS HLDGS INC COM NEW 15118V207   2,748,499 55,025 SH   DFND   2,748,499 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   5,132,737 24,350 SH   DFND   5,132,737 0 0
CENTENE CORP DEL COM 15135B101   331,507 3,932 SH   DFND   331,507 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   27,364,295 362,489 SH   DFND   27,364,295 0 0
MASTERCARD INCORPORATED CL A 57636Q104   4,203,647 22,530 SH   DFND   4,203,647 0 0
META PLATFORMS INC CL A 30303M102   8,911,353 180,721 SH   DFND   8,911,353 0 0
NVIDIA CORPORATION COM 67066G104   5,758,845 85,876 SH   DFND   5,758,845 0 0
CVS HEALTH CORP COM 126650100   10,350,858 321,755 SH   DFND   10,350,858 0 0
DISNEY WALT CO COM 254687106   922,965 3,028 SH   DFND   922,965 0 0
PROGRESS SOFTWARE CORP COM 743312100   345,297 4,120 SH   DFND   345,297 0 0
QUALCOMM INC COM 747525103   5,612,764 149,117 SH   DFND   5,612,764 0 0
KEURIG DR PEPPER INC COM 49271V100   268,758 1,134 SH   DFND   268,758 0 0
ROBLOX CORP CL A 771049103   861,175 25,056 SH   DFND   861,175 0 0
TESLA INC COM 88160R101   14,504,533 15,761 SH   DFND   14,504,533 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   688,473 11,511 SH   DFND   688,473 0 0
UBER TECHNOLOGIES INC COM 90353T100   279,399 786 SH   DFND   279,399 0 0
TARGA RES CORP COM 87612G101   339,225 2,566 SH   DFND   339,225 0 0
SEALED AIR CORP NEW COM 81211K100   6,890,125 195,243 SH   DFND   6,890,125 0 0
SL GREEN RLTY CORP COM 78440X887   6,247,818 26,100 SH   DFND   6,247,818 0 0
SPROUTS FMRS MKT INC COM 85208M102   312,321 7,116 SH   DFND   312,321 0 0
ON SEMICONDUCTOR CORP COM 682189105   3,672,053 8,257 SH   DFND   3,672,053 0 0
SNOWFLAKE INC COM SHS 833445109   7,073,605 38,500 SH   DFND   7,073,605 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   568,315 15,566 SH   DFND   568,315 0 0
SOFI TECHNOLOGIES INC COM 83406F102   1,612,797 19,308 SH   DFND   1,612,797 0 0
PALO ALTO NETWORKS INC COM 697435105   4,050,024 11,729 SH   DFND   4,050,024 0 0
GENERAL MTRS CO COM 37045V100   37,708,758 780,235 SH   DFND   37,708,758 0 0
ATLASSIAN CORPORATION CL A 049468101   847,582 11,094 SH   DFND   847,582 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   12,600,861 286,709 SH   DFND   12,600,861 0 0
PAYPAL HLDGS INC COM 70450Y103   5,590,780 16,377 SH   DFND   5,590,780 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   176,641 20,134 SH Call DFND   176,641 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   82,491 286,709 SH Put DFND   82,491 0 0