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   3,698,727 10,520 SH   DFND 1 0 0 10,520
ADOBE INC COM 00724F101   351,357 590 SH   DFND 1 0 0 590
ADVANCED MICRO DEVICES INC COM 007903107   2,984,126 20,060 SH   DFND 1 0 0 20,060
AERCAP HOLDINGS NV SHS N00985106   3,004,067 40,097 SH   DFND 1 0 0 40,097
AIR PRODS & CHEMS INC COM 009158106   318,107 1,160 SH   DFND 1 0 0 1,160
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   290,025 2,250 SH   DFND 1 0 0 2,250
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,074,408 13,910 SH   DFND 1 0 0 13,910
ALPHABET INC CAP STK CL A 02079K305   10,514,445 74,980 SH   DFND 1 0 0 74,980
AMAZON COM INC COM 023135106   5,026,263 32,770 SH   DFND 1 0 0 32,770
AMERICAN EXPRESS CO COM 025816109   488,280 2,600 SH   DFND 1 0 0 2,600
AMERICAN TOWER CORP NEW COM 03027X100   707,942 3,260 SH   DFND 1 0 0 3,260
AMERICAN WTR WKS CO INC NEW COM 030420103   1,170,224 8,800 SH   DFND 1 0 0 8,800
AMPHENOL CORP NEW CL A 032095101   233,684 2,350 SH   DFND 1 0 0 2,350
ANALOG DEVICES INC COM 032654105   2,002,400 10,000 SH   DFND 1 0 0 10,000
AON PLC SHS CL A G0403H108   1,634,602 5,650 SH   DFND 1 0 0 5,650
APPLE INC COM 037833100   5,016,626 25,915 SH   DFND 1 0 0 25,915
APTIV PLC SHS G6095L109   2,261,750 25,000 SH   DFND 1 0 0 25,000
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   129,465 13,700 SH   DFND 1 0 0 13,700
ASTRAZENECA PLC SPONSORED ADR 046353108   2,847,463 42,310 SH   DFND 1 0 0 42,310
AUTOMATIC DATA PROCESSING IN COM 053015103   2,080,786 8,950 SH   DFND 1 0 0 8,950
AUTOZONE INC COM 053332102   1,463,561 570 SH   DFND 1 0 0 570
BANK NEW YORK MELLON CORP COM 064058100   1,644,930 31,500 SH   DFND 1 0 0 31,500
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,398,715 17,895 SH   DFND 1 0 0 17,895
BERRY GLOBAL GROUP INC COM 08579W103   4,237,668 62,218 SH   DFND 1 0 0 62,218
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   137,400 10,000 SH   DFND 1 0 0 10,000
BROADCOM INC COM 11135F101   2,502,974 2,230 SH   DFND 1 0 0 2,230
BROOKFIELD CORP CL A LTD VT SH 11271J107   4,473,812 111,424 SH   DFND 1 0 0 111,424
CANADIAN PACIFIC KANSAS CITY COM 13646K108   205,863 2,600 SH   DFND 1 0 0 2,600
CBOE GLOBAL MKTS INC COM 12503M108   302,328 1,700 SH   DFND 1 0 0 1,700
CELANESE CORP DEL COM 150870103   613,587 3,900 SH   DFND 1 0 0 3,900
CHARTER COMMUNICATIONS INC N CL A 16119P108   2,441,843 6,223 SH   DFND 1 0 0 6,223
CHEMOURS CO COM 163851108   2,700,724 84,030 SH   DFND 1 0 0 84,030
CHEVRON CORP NEW COM 166764100   781,051 5,215 SH   DFND 1 0 0 5,215
CHUBB LIMITED COM H1467J104   2,244,300 10,000 SH   DFND 1 0 0 10,000
CME GROUP INC COM 12572Q105   1,686,050 7,990 SH   DFND 1 0 0 7,990
COCA COLA CO COM 191216100   3,231,250 55,000 SH   DFND 1 0 0 55,000
COMCAST CORP NEW CL A 20030N101   2,206,000 50,000 SH   DFND 1 0 0 50,000
CONOCOPHILLIPS COM 20825C104   798,025 6,850 SH   DFND 1 0 0 6,850
COSTCO WHSL CORP NEW COM 22160K105   1,326,200 2,000 SH   DFND 1 0 0 2,000
CVS HEALTH CORP COM 126650100   710,730 9,000 SH   DFND 1 0 0 9,000
DANAHER CORPORATION COM 235851102   2,457,190 10,540 SH   DFND 1 0 0 10,540
DOW INC COM 260557103   276,150 5,000 SH   DFND 1 0 0 5,000
EATON CORP PLC SHS G29183103   529,650 2,200 SH   DFND 1 0 0 2,200
EDGIO INC COM 53261M104   13,960 40,000 SH   DFND 1 0 0 40,000
EDWARDS LIFESCIENCES CORP COM 28176E108   268,485 3,500 SH   DFND 1 0 0 3,500
ELEVANCE HEALTH INC COM 036752103   3,627,506 7,740 SH   DFND 1 0 0 7,740
ELI LILLY & CO COM 532457108   5,529,692 9,520 SH   DFND 1 0 0 9,520
EMERSON ELEC CO COM 291011104   1,456,350 15,000 SH   DFND 1 0 0 15,000
ENBRIDGE INC COM 29250N105   372,681 10,350 SH   DFND 1 0 0 10,350
EXXON MOBIL CORP COM 30231G102   2,091,967 20,880 SH   DFND 1 0 0 20,880
FASTENAL CO COM 311900104   2,917,800 45,000 SH   DFND 1 0 0 45,000
FORTINET INC COM 34959E109   2,376,000 40,000 SH   DFND 1 0 0 40,000
HCA HEALTHCARE INC COM 40412C101   2,815,697 10,410 SH   DFND 1 0 0 10,410
HOME DEPOT INC COM 437076102   1,983,426 5,710 SH   DFND 1 0 0 5,710
HONEYWELL INTL INC COM 438516106   1,931,685 9,235 SH   DFND 1 0 0 9,235
INFOSYS LTD SPONSORED ADR 456788108   501,120 27,000 SH   DFND 1 0 0 27,000
INTEL CORP COM 458140100   3,023,400 60,000 SH   DFND 1 0 0 60,000
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,443,400 19,000 SH   DFND 1 0 0 19,000
INTUIT COM 461202103   1,538,649 2,450 SH   DFND 1 0 0 2,450
INTUITIVE SURGICAL INC COM NEW 46120E602   382,381 1,130 SH   DFND 1 0 0 1,130
IQVIA HLDGS INC COM 46266C105   2,327,300 10,000 SH   DFND 1 0 0 10,000
JPMORGAN CHASE & CO COM 46625H100   2,872,961 16,870 SH   DFND 1 0 0 16,870
LGI HOMES INC COM 50187T106   4,407,075 32,645 SH   DFND 1 0 0 32,645
LOCKHEED MARTIN CORP COM 539830109   1,471,010 3,260 SH   DFND 1 0 0 3,260
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   516,780 11,000 SH   DFND 1 0 0 11,000
MASTERCARD INCORPORATED CL A 57636Q104   4,216,305 9,890 SH   DFND 1 0 0 9,890
MCDONALDS CORP COM 580135101   3,085,611 10,430 SH   DFND 1 0 0 10,430
MERCK & CO INC COM 58933Y105   2,893,282 26,600 SH   DFND 1 0 0 26,600
META PLATFORMS INC CL A 30303M102   4,340,330 12,113 SH   DFND 1 0 0 12,113
MICROSOFT CORP COM 594918104   13,091,643 34,885 SH   DFND 1 0 0 34,885
MONDELEZ INTL INC CL A 609207105   805,699 11,150 SH   DFND 1 0 0 11,150
MOODYS CORP COM 615369105   300,785 770 SH   DFND 1 0 0 770
NETAPP INC COM 64110D104   1,675,990 19,000 SH   DFND 1 0 0 19,000
NETFLIX INC COM 64110L106   2,828,281 5,766 SH   DFND 1 0 0 5,766
NEW YORK TIMES CO CL A 650111107   2,911,800 60,000 SH   DFND 1 0 0 60,000
NEXTERA ENERGY INC COM 65339F101   1,121,792 18,384 SH   DFND 1 0 0 18,384
NIKE INC CL B 654106103   2,421,245 22,250 SH   DFND 1 0 0 22,250
NVIDIA CORPORATION COM 67066G104   2,609,809 5,270 SH   DFND 1 0 0 5,270
NXP SEMICONDUCTORS N V COM N6596X109   358,159 1,550 SH   DFND 1 0 0 1,550
OREILLY AUTOMOTIVE INC COM 67103H107   1,510,642 1,605 SH   DFND 1 0 0 1,605
PALO ALTO NETWORKS INC COM 697435105   2,009,944 6,800 SH   DFND 1 0 0 6,800
PEPSICO INC COM 713448108   3,413,209 20,150 SH   DFND 1 0 0 20,150
PROCTER AND GAMBLE CO COM 742718109   1,983,385 13,610 SH   DFND 1 0 0 13,610
PROLOGIS INC. COM 74340W103   574,558 4,250 SH   DFND 1 0 0 4,250
PURECYCLE TECHNOLOGIES INC COM 74623V103   62,700 15,000 SH   DFND 1 0 0 15,000
RIO TINTO PLC SPONSORED ADR 767204100   2,161,660 29,000 SH   DFND 1 0 0 29,000
ROPER TECHNOLOGIES INC COM 776696106   273,075 500 SH   DFND 1 0 0 500
S&P GLOBAL INC COM 78409V104   441,840 1,000 SH   DFND 1 0 0 1,000
SALESFORCE INC COM 79466L302   2,238,839 8,430 SH   DFND 1 0 0 8,430
SCHLUMBERGER LTD COM STK 806857108   292,544 5,600 SH   DFND 1 0 0 5,600
SERVICENOW INC COM 81762P102   1,786,356 2,543 SH   DFND 1 0 0 2,543
SPOTIFY TECHNOLOGY S A SHS L8681T102   3,400,331 18,015 SH   DFND 1 0 0 18,015
STELLANTIS N.V SHS N82405106   243,260 10,400 SH   DFND 1 0 0 10,400
T-MOBILE US INC COM 872590104   1,814,414 11,415 SH   DFND 1 0 0 11,415
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,151,470 30,100 SH   DFND 1 0 0 30,100
THERMO FISHER SCIENTIFIC INC COM 883556102   3,576,027 6,710 SH   DFND 1 0 0 6,710
TJX COS INC NEW COM 872540109   550,116 5,900 SH   DFND 1 0 0 5,900
UBS GROUP AG SHS H42097107   407,090 13,200 SH   DFND 1 0 0 13,200
ULTA BEAUTY INC COM 90384S303   1,801,308 3,700 SH   DFND 1 0 0 3,700
UNITED RENTALS INC COM 911363109   387,722 670 SH   DFND 1 0 0 670
UNITEDHEALTH GROUP INC COM 91324P102   3,548,324 6,760 SH   DFND 1 0 0 6,760
VERIZON COMMUNICATIONS INC COM 92343V104   1,499,600 40,000 SH   DFND 1 0 0 40,000
VISA INC COM CL A 92826C839   6,892,788 26,470 SH   DFND 1 0 0 26,470
WALMART INC COM 931142103   2,818,139 17,885 SH   DFND 1 0 0 17,885
WASTE CONNECTIONS INC COM 94106B101   803,628 5,400 SH   DFND 1 0 0 5,400
WASTE MGMT INC DEL COM 94106L109   2,599,063 14,590 SH   DFND 1 0 0 14,590
WESTROCK CO COM 96145D105   3,711,909 88,127 SH   DFND 1 0 0 88,127
XBIOTECH INC COM 98400H102   39,700 10,000 SH   DFND 1 0 0 10,000
XYLEM INC COM 98419M100   1,055,174 9,230 SH   DFND 1 0 0 9,230
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   908,655 3,300 SH   DFND 1 0 0 3,300
ZOETIS INC CL A 98978V103   323,342 1,640 SH   DFND 1 0 0 1,640