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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,242,895 10,520 SH   DFND 1 0 0 10,520
ADOBE INC COM 00724F101   349,157 670 SH   DFND 1 0 0 670
ADVANCED MICRO DEVICES INC COM 007903107   1,539,756 14,910 SH   DFND 1 0 0 14,910
AERCAP HOLDINGS NV SHS N00985106   2,247,972 37,762 SH   DFND 1 0 0 37,762
AIR PRODS & CHEMS INC COM 009158106   323,733 1,160 SH   DFND 1 0 0 1,160
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   220,905 2,250 SH   DFND 1 0 0 2,250
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,203,632 13,910 SH   DFND 1 0 0 13,910
ALPHABET INC CAP STK CL A 02079K305   13,552,512 101,010 SH   DFND 1 0 0 101,010
AMAZON COM INC COM 023135106   5,412,982 41,812 SH   DFND 1 0 0 41,812
AMERICAN EXPRESS CO COM 025816109   388,648 2,600 SH   DFND 1 0 0 2,600
AMERICAN WTR WKS CO INC NEW COM 030420103   311,350 2,600 SH   DFND 1 0 0 2,600
ANALOG DEVICES INC COM 032654105   1,403,440 8,000 SH   DFND 1 0 0 8,000
AON PLC SHS CL A G0403H108   1,815,684 5,650 SH   DFND 1 0 0 5,650
APPLE INC COM 037833100   6,654,625 38,300 SH   DFND 1 0 0 38,300
APTIV PLC SHS G6095L109   1,332,325 13,700 SH   DFND 1 0 0 13,700
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   103,024 13,700 SH   DFND 1 0 0 13,700
ASTRAZENECA PLC SPONSORED ADR 046353108   2,823,346 42,310 SH   DFND 1 0 0 42,310
AUTOMATIC DATA PROCESSING IN COM 053015103   2,142,362 8,950 SH   DFND 1 0 0 8,950
AUTOZONE INC COM 053332102   1,438,070 570 SH   DFND 1 0 0 570
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,897,205 19,815 SH   DFND 1 0 0 19,815
BERRY GLOBAL GROUP INC COM 08579W103   3,825,163 62,218 SH   DFND 1 0 0 62,218
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   110,000 10,000 SH   DFND 1 0 0 10,000
BORGWARNER INC COM 099724106   211,258 5,300 SH   DFND 1 0 0 5,300
BRAZE INC COM CL A 10576N102   247,579 5,280 SH   DFND 1 0 0 5,280
BROADCOM INC COM 11135F101   1,861,939 2,230 SH   DFND 1 0 0 2,230
BROOKFIELD CORP CL A LTD VT SH 11271J107   3,309,027 109,069 SH   DFND 1 0 0 109,069
CBOE GLOBAL MKTS INC COM 12503M108   266,560 1,700 SH   DFND 1 0 0 1,700
CELANESE CORP DEL COM 150870103   2,892,355 23,825 SH   DFND 1 0 0 23,825
CHARTER COMMUNICATIONS INC N CL A 16119P108   2,728,786 6,223 SH   DFND 1 0 0 6,223
CHEMOURS CO COM 163851108   2,297,380 84,030 SH   DFND 1 0 0 84,030
CHEVRON CORP NEW COM 166764100   868,506 5,215 SH   DFND 1 0 0 5,215
CHUBB LIMITED COM H1467J104   2,064,000 10,000 SH   DFND 1 0 0 10,000
CME GROUP INC COM 12572Q105   1,028,771 5,140 SH   DFND 1 0 0 5,140
COCA COLA CO COM 191216100   2,396,736 43,200 SH   DFND 1 0 0 43,200
COMCAST CORP NEW CL A 20030N101   2,046,540 46,000 SH   DFND 1 0 0 46,000
CONOCOPHILLIPS COM 20825C104   802,135 6,850 SH   DFND 1 0 0 6,850
COSTCO WHSL CORP NEW COM 22160K105   1,713,930 3,000 SH   DFND 1 0 0 3,000
CVS HEALTH CORP COM 126650100   627,210 9,000 SH   DFND 1 0 0 9,000
DANAHER CORPORATION COM 235851102   2,252,820 10,540 SH   DFND 1 0 0 10,540
DEERE & CO COM 244199105   2,149,580 5,750 SH   DFND 1 0 0 5,750
DOW INC COM 260557103   256,500 5,000 SH   DFND 1 0 0 5,000
EATON CORP PLC SHS G29183103   462,528 2,200 SH   DFND 1 0 0 2,200
EDGIO INC COM 53261M104   32,932 40,000 SH   DFND 1 0 0 40,000
ELEVANCE HEALTH INC COM 036752103   3,354,248 7,620 SH   DFND 1 0 0 7,620
ELI LILLY & CO COM 532457108   4,909,205 9,120 SH   DFND 1 0 0 9,120
ENBRIDGE INC COM 29250N105   333,437 10,350 SH   DFND 1 0 0 10,350
EXXON MOBIL CORP COM 30231G102   2,414,354 20,880 SH   DFND 1 0 0 20,880
FASTENAL CO COM 311900104   2,468,700 45,000 SH   DFND 1 0 0 45,000
FERRARI N V COM N3167Y103   227,231 760 SH   DFND 1 0 0 760
FORTINET INC COM 34959E109   3,007,133 51,290 SH   DFND 1 0 0 51,290
GITLAB INC CLASS A COM 37637K108   364,432 7,919 SH   DFND 1 0 0 7,919
HCA HEALTHCARE INC COM 40412C101   2,598,177 10,510 SH   DFND 1 0 0 10,510
HOME DEPOT INC COM 437076102   3,900,788 13,010 SH   DFND 1 0 0 13,010
HONEYWELL INTL INC COM 438516106   1,686,403 9,235 SH   DFND 1 0 0 9,235
INTEL CORP COM 458140100   2,482,200 70,000 SH   DFND 1 0 0 70,000
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,075,180 19,000 SH   DFND 1 0 0 19,000
INTUIT COM 461202103   1,315,212 2,540 SH   DFND 1 0 0 2,540
INTUITIVE SURGICAL INC COM NEW 46120E602   294,980 1,000 SH   DFND 1 0 0 1,000
IQVIA HLDGS INC COM 46266C105   1,938,800 10,000 SH   DFND 1 0 0 10,000
JPMORGAN CHASE & CO COM 46625H100   1,567,093 10,900 SH   DFND 1 0 0 10,900
LGI HOMES INC COM 50187T106   3,257,645 32,645 SH   DFND 1 0 0 32,645
LOCKHEED MARTIN CORP COM 539830109   1,329,493 3,260 SH   DFND 1 0 0 3,260
MARQETA INC CLASS A COM 57142B104   755,718 127,871 SH   DFND 1 0 0 127,871
MASTERCARD INCORPORATED CL A 57636Q104   3,914,957 9,890 SH   DFND 1 0 0 9,890
MCDONALDS CORP COM 580135101   2,043,958 7,930 SH   DFND 1 0 0 7,930
MERCK & CO INC COM 58933Y105   2,727,830 26,600 SH   DFND 1 0 0 26,600
META PLATFORMS INC CL A 30303M102   3,831,875 12,489 SH   DFND 1 0 0 12,489
MICROSOFT CORP COM 594918104   11,073,138 34,410 SH   DFND 1 0 0 34,410
MONDELEZ INTL INC CL A 609207105   763,664 11,150 SH   DFND 1 0 0 11,150
MOODYS CORP COM 615369105   243,489 770 SH   DFND 1 0 0 770
MORGAN STANLEY COM NEW 617446448   1,213,387 15,090 SH   DFND 1 0 0 15,090
NETAPP INC COM 64110D104   1,440,200 19,000 SH   DFND 1 0 0 19,000
NETFLIX INC COM 64110L106   2,078,884 5,466 SH   DFND 1 0 0 5,466
NEW YORK TIMES CO CL A 650111107   2,476,800 60,000 SH   DFND 1 0 0 60,000
NEXTERA ENERGY INC COM 65339F101   499,806 9,584 SH   DFND 1 0 0 9,584
NIKE INC CL B 654106103   1,517,688 16,050 SH   DFND 1 0 0 16,050
NVIDIA CORPORATION COM 67066G104   2,360,011 5,270 SH   DFND 1 0 0 5,270
NXP SEMICONDUCTORS N V COM N6596X109   310,295 1,550 SH   DFND 1 0 0 1,550
OREILLY AUTOMOTIVE INC COM 67103H107   1,442,285 1,605 SH   DFND 1 0 0 1,605
PALO ALTO NETWORKS INC COM 697435105   1,610,036 6,800 SH   DFND 1 0 0 6,800
PEPSICO INC COM 713448108   2,123,084 12,550 SH   DFND 1 0 0 12,550
PROCTER AND GAMBLE CO COM 742718109   1,855,528 12,780 SH   DFND 1 0 0 12,780
PROLOGIS INC. COM 74340W103   465,375 4,250 SH   DFND 1 0 0 4,250
PURECYCLE TECHNOLOGIES INC COM 74623V103   79,350 15,000 SH   DFND 1 0 0 15,000
RIO TINTO PLC SPONSORED ADR 767204100   1,818,300 29,000 SH   DFND 1 0 0 29,000
ROPER TECHNOLOGIES INC COM 776696106   241,940 500 SH   DFND 1 0 0 500
S&P GLOBAL INC COM 78409V104   366,720 1,000 SH   DFND 1 0 0 1,000
SCHLUMBERGER LTD COM STK 806857108   324,464 5,600 SH   DFND 1 0 0 5,600
SEA LTD SPONSORD ADS 81141R100   274,688 6,250 SH   DFND 1 0 0 6,250
SERVICENOW INC COM 81762P102   1,411,950 2,543 SH   DFND 1 0 0 2,543
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,848,352 18,015 SH   DFND 1 0 0 18,015
STELLANTIS N.V SHS N82405106   199,015 10,400 SH   DFND 1 0 0 10,400
T-MOBILE US INC COM 872590104   1,589,653 11,415 SH   DFND 1 0 0 11,415
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,547,023 17,650 SH   DFND 1 0 0 17,650
THERMO FISHER SCIENTIFIC INC COM 883556102   3,326,751 6,710 SH   DFND 1 0 0 6,710
TJX COS INC NEW COM 872540109   523,212 5,900 SH   DFND 1 0 0 5,900
UBS GROUP AG SHS H42097107   323,304 13,200 SH   DFND 1 0 0 13,200
UNITED RENTALS INC COM 911363109   293,038 670 SH   DFND 1 0 0 670
UNITEDHEALTH GROUP INC COM 91324P102   3,478,493 6,760 SH   DFND 1 0 0 6,760
VISA INC COM CL A 92826C839   6,121,717 26,470 SH   DFND 1 0 0 26,470
WALMART INC COM 931142103   2,431,119 15,185 SH   DFND 1 0 0 15,185
WASTE CONNECTIONS INC COM 94106B101   715,608 5,400 SH   DFND 1 0 0 5,400
WASTE MGMT INC DEL COM 94106L109   2,206,154 14,590 SH   DFND 1 0 0 14,590
WESTROCK CO COM 96145D105   3,138,202 88,127 SH   DFND 1 0 0 88,127
XBIOTECH INC COM 98400H102   38,500 10,000 SH   DFND 1 0 0 10,000
ZOETIS INC CL A 98978V103   283,277 1,640 SH   DFND 1 0 0 1,640