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
AMDOCS LTD SHS G02602103   204,000 2,237 SH   DFND   0 0 2,237
ABBVIE INC COM 00287Y109   4,045,000 21,794 SH   DFND   0 0 21,794
ADOBE INC COM 00724F101   2,724,000 7,041 SH   DFND   0 0 7,041
ADVANCED MICRO DEVICES INC COM 007903107   267,000 1,884 SH   DFND   0 0 1,884
ALPHABET INC CAP STK CL A 02079K305   4,250,000 24,114 SH   DFND   0 0 24,114
AMAZON COM INC COM 023135106   1,648,000 7,513 SH   DFND   0 0 7,513
APPLE INC COM 037833100   9,511,000 46,356 SH   DFND   0 0 46,356
ARM HOLDINGS PLC SPONSORED ADS 042068205   2,902,000 17,944 SH   DFND   0 0 17,944
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   697,000 1,435 SH   DFND   0 0 1,435
BRISTOL-MYERS SQUIBB CO COM 110122108   363,000 7,839 SH   DFND   0 0 7,839
BROADCOM INC COM 11135F101   22,259,000 80,752 SH   DFND   0 0 80,752
ECOLAB INC COM 278865100   4,157,000 15,428 SH   DFND   0 0 15,428
EDWARDS LIFESCIENCES CORP COM 28176E108   3,928,000 50,220 SH   DFND   0 0 50,220
EMERSON ELEC CO COM 291011104   280,000 2,100 SH   DFND   0 0 2,100
EQUINIX INC COM 29444U700   509,000 640 SH   DFND   0 0 640
META PLATFORMS INC CL A 30303M102   748,000 1,013 SH   DFND   0 0 1,013
GILEAD SCIENCES INC COM 375558103   442,000 3,987 SH   DFND   0 0 3,987
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,511,000 13,181 SH   DFND   0 0 13,181
IDEXX LABS INC COM 45168D104   7,558,000 14,092 SH   DFND   0 0 14,092
INCYTE CORP COM 45337C102   1,215,000 17,841 SH   DFND   0 0 17,841
INTUITIVE SURGICAL INC COM NEW 46120E602   3,549,000 6,531 SH   DFND   0 0 6,531
IOVANCE BIOTHERAPEUTICS INC COM 462260100   183,000 106,512 SH   DFND   0 0 106,512
KINROSS GOLD CORP COM 496902404   254,000 16,255 SH   DFND   0 0 16,255
ELI LILLY & CO COM 532457108   236,000 303 SH   DFND   0 0 303
MARRIOTT INTL INC NEW CL A 571903202   2,710,000 9,920 SH   DFND   0 0 9,920
MICROSOFT CORP COM 594918104   4,172,000 8,388 SH   DFND   0 0 8,388
NV5 GLOBAL INC COM 62945V109   2,074,000 89,806 SH   DFND   0 0 89,806
NEXTERA ENERGY INC COM 65339F101   661,000 9,519 SH   DFND   0 0 9,519
NICE LTD SPONSORED ADR 653656108   5,065,000 29,988 SH   DFND   0 0 29,988
NIKE INC CL B 654106103   532,000 7,491 SH   DFND   0 0 7,491
NVIDIA CORPORATION COM 67066G104   7,855,000 49,717 SH   DFND   0 0 49,717
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   664,000 7,890 SH   DFND   0 0 7,890
ROPER TECHNOLOGIES INC COM 776696106   7,752,000 13,676 SH   DFND   0 0 13,676
SKYWORKS SOLUTIONS INC COM 83088M102   643,000 8,624 SH   DFND   0 0 8,624
SOUTHERN CO COM 842587107   259,000 2,825 SH   DFND   0 0 2,825
TRANSDIGM GROUP INC COM 893641100   993,000 653 SH   DFND   0 0 653
UNITED PARCEL SERVICE INC CL B 911312106   215,000 2,127 SH   DFND   0 0 2,127
VERIZON COMMUNICATIONS INC COM 92343V104   207,000 4,786 SH   DFND   0 0 4,786
VERTIV HOLDINGS CO COM CL A 92537N108   2,065,000 16,083 SH   DFND   0 0 16,083
VISA INC COM CL A 92826C839   1,613,000 4,544 SH   DFND   0 0 4,544
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   517,000 1,676 SH   DFND   0 0 1,676