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STK 00187Y100 88004 2078 SH DFND 1 2078 0 0 APPLE INC COM 037833100 10455735 36134 SH DFND 1 19799 0 16335 APPLIED MATLS INC COM 038222105 22680881 32417 SH DFND 1 30277 0 2140 APPLOVIN CORP COM CL A 03831W108 1095379 2126 SH DFND 1 582 0 1544 ARISTA NETWORKS INC COM SHS 040413205 5609438 33020 SH DFND 1 2390 0 30630 ARM HOLDINGS PLC SPONSORED ADS 042068205 1635277 4612 SH DFND 1 4612 0 0 BANK OF AMER CORP COM 060505104 63875 1121 SH DFND 1 0 0 1121 BECTON DICKINSON & CO COM 075887109 181596 1200 SH DFND 1 0 0 1200 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 839155 1677 SH DFND 1 0 0 1677 BJS WHSL CLUB HLDGS INC COM 05550J101 100740 1155 SH DFND 1 1155 0 0 BLACKROCK INC COM 09290D101 96156 100 SH DFND 1 100 0 0 BLOCK INC CL A 852234103 148580 1955 SH DFND 1 0 0 1955 BOOKING HOLDINGS INC COM 09857L108 11132361 61750 SH DFND 1 60889 0 861 BOSTON SCIENTIFIC CORP COM 101137107 477419 11186 SH DFND 1 10314 0 872 BROADCOM INC COM 11135F101 5350451 14164 SH DFND 1 9200 0 4964 CADENCE DESIGN 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SH DFND 1 448 0 0 CRITEO S A SPONS ADS 226718104 18847 1031 SH DFND 1 0 0 1031 CROWDSTRIKE HLDGS INC CL A 22788C105 972622 3601 SH DFND 1 499 0 3102 CVS HEALTH CORP COM 126650100 1137640 10997 SH DFND 1 5202 0 5795 DANAHER CORP DEL COM 235851102 2352809 12352 SH DFND 1 12352 0 0 DECKERS OUTDOOR CORP COM 243537107 9592667 95554 SH DFND 1 95554 0 0 DEXCOM INC COM 252131107 161708 2401 SH DFND 1 2401 0 0 DOCUSIGN INC COM 256163106 12793 288 SH DFND 1 0 0 288 ECOLAB INC COM 278865100 78847 283 SH DFND 1 283 0 0 ELEVANCE HEALTH INC FORMERLY COM 036752103 592084 1531 SH DFND 1 1531 0 0 ELI LILLY & CO COM 532457108 110017717 91725 SH DFND 1 2027 0 89698 EMBECTA CORP COMMON STOCK 29082K105 2661 816 SH DFND 1 0 0 816 EMERSON ELEC CO COM 291011104 10164 71 SH DFND 1 0 0 71 EXXON MOBIL CORP COM 30231G102 18301559 134097 SH DFND 1 134097 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 49694 277 SH DFND 1 277 0 0 FIRST SOLAR INC COM 336433107 39878 169 SH DFND 1 0 0 169 GE VERNOVA INC COM 36828A101 12379485 10985 SH DFND 1 9356 0 1629 H2O AMERICA COM 784305104 164079 2700 SH DFND 1 2700 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 24519886 548792 SH DFND 1 212722 0 336070 HILTON WORLDWIDE HLDGS INC COM 43300A203 730978 2212 SH DFND 1 560 0 1652 HOME DEPOT INC COM 437076102 104394 296 SH DFND 1 0 0 296 HONEYWELL INTL INC COM 438516106 57767 258 SH DFND 1 0 0 258 HOWMET AEROSPACE INC COM 443201108 674033 2507 SH DFND 1 1203 0 1304 INTEL CORP COM 458140100 1034798 7411 SH DFND 1 7411 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1217640 4330 SH DFND 1 900 0 3430 INTUIT COM 461202103 148770 570 SH DFND 1 570 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 2516520 6328 SH DFND 1 6104 0 224 IQVIA HLDGS INC COM 46266C105 709311 3671 SH DFND 1 3671 0 0 JABIL INC COM 466313103 10262731 27387 SH DFND 1 27387 0 0 JOHNSON & JOHNSON COM 478160104 539687 2125 SH DFND 1 574 0 1551 JPMORGAN CHASE & CO COM 46625H100 2159397 6597 SH DFND 1 480 0 6117 KINDER MORGAN INC DEL COM 49456B101 650686 20353 SH DFND 1 8708 0 11645 KLA CORP COM NEW 482480100 75428 250 SH DFND 1 250 0 0 LABCORP HOLDINGS INC COM SHS 504922105 1074360 3837 SH DFND 1 3837 0 0 LAM RESEARCH CORP COM NEW 512807306 19378716 46551 SH DFND 1 46551 0 0 MARATHON PETE CORP COM 56585A102 11087297 42542 SH DFND 1 42542 0 0 MARVELL TECHNOLOGY INC COM 573874104 2485297 8343 SH DFND 1 8343 0 0 MERCADOLIBRE INC COM 58733R102 203687 120 SH DFND 1 0 0 120 MERCK & CO INC COM 58933Y105 2583107 20102 SH DFND 1 20102 0 0 META PLATFORMS INC CL A 30303M102 3958803 7028 SH DFND 1 2380 0 4648 MICRON TECHNOLOGY INC COM 595112103 325510 282 SH DFND 1 0 0 282 MICROSOFT CORP COM 594918104 15695190 42076 SH DFND 1 17777 0 24299 MODERNA INC COM 60770K107 485939 6939 SH DFND 1 6939 0 0 MODINE MFG CO COM 607828100 52069 195 SH DFND 1 195 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 50251 121 SH DFND 1 121 0 0 MSCI INC COM 55354G100 147291 263 SH DFND 1 263 0 0 NASDAQ INC COM 631103108 167257 2122 SH DFND 1 2122 0 0 NETFLIX INC. COM 64110L106 131305 1839 SH DFND 1 0 0 1839 NEW YORK TIMES CO MTN BE CL A 650111107 99372 1420 SH DFND 1 1420 0 0 NEXTERA ENERGY INC COM 65339F101 1053767 12006 SH DFND 1 1344 0 10662 NVIDIA CORPORATION COM 67066G104 12575857 62851 SH DFND 1 19198 0 43653 ON SEMICONDUCTOR CORP COM 682189105 7287662 82096 SH DFND 1 82096 0 0 ORACLE CORP COM 68389X105 1652059 11273 SH DFND 1 2187 0 9086 PALANTIR TECHNOLOGIES INC CL A 69608A108 733621 6288 SH DFND 1 6288 0 0 PALO ALTO NETWORKS INC COM 697435105 7499371 21991 SH DFND 1 10905 0 11086 PARKER-HANNIFIN CORP COM 701094104 7825 8 SH DFND 1 0 0 8 PHILLIPS 66 COM 718546104 332643 1900 SH DFND 1 1900 0 0 PPG INDS INC COM 693506107 38311873 315870 SH DFND 1 0 0 315870 PROCTER & GAMBLE CO COM 742718109 96326937 656894 SH DFND 1 0 0 656894 QUEST DIAGNOSTICS INC COM 74834L100 1498699 7071 SH DFND 1 7071 0 0 REGENERON PHARMACEUTICALS COM 75886F107 1349341 2164 SH DFND 1 2164 0 0 REVVITY INC COM 714046109 1167340 10492 SH DFND 1 10492 0 0 ROBINHOOD MKTS INC COM CL A 770700102 9722371 95439 SH DFND 1 95439 0 0 ROCKET LAB CORP COM 773121108 326297 3210 SH DFND 1 0 0 3210 RTX CORPORATION COM 75513E101 7564536 39870 SH DFND 1 0 0 39870 S&P GLOBAL INC COM 78409V104 93670 230 SH DFND 1 230 0 0 SALESFORCE INC COM 79466L302 166217 1061 SH DFND 1 0 0 1061 SANDISK CORP COM 80004C200 9483237 4495 SH DFND 1 4495 0 0 SENTINELONE INC CL A 81730H109 70477 4153 SH DFND 1 0 0 4153 SERVICENOW INC COM 81762P102 89452 901 SH DFND 1 0 0 901 SOUTHERN COPPER CORP COM 84265V105 1221563 7010 SH DFND 1 1486 0 5524 STRATEGY INC CL A NEW 594972408 54506 627 SH DFND 1 0 0 627 STRYKER CORPORATION COM 863667101 92878 295 SH DFND 1 295 0 0 SYMBOTIC INC CLASS A COM 87151X101 61987 1379 SH DFND 1 1379 0 0 TAPESTRY INC COM 876030107 10321970 71186 SH DFND 1 71186 0 0 TESLA INC COM 88160R101 19100676 47046 SH DFND 1 47046 0 0 TEXAS INSTRS INC COM 882508104 44129264 148050 SH DFND 1 0 0 148050 THE TRADE DESK INC COM CL A 88339J105 10195296 566248 SH DFND 1 566248 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 186506 372 SH DFND 1 372 0 0 TJX COS INC NEW COM 872540109 780225 5150 SH DFND 1 328 0 4822 TRANSDIGM GROUP INC COM 893641100 127876 96 SH DFND 1 0 0 96 TRIMBLE INC COM 896239100 28968 566 SH DFND 1 0 0 566 UBER TECHNOLOGIES INC COM 90353T100 208182 2885 SH DFND 1 2885 0 0 UBIQUITI INC COM 90353W103 13351 25 SH DFND 1 0 0 25 UNITEDHEALTH GROUP INC COM 91324P102 12885 31 SH DFND 1 0 0 31 VEEVA SYS INC CL A COM 922475108 59985 338 SH DFND 1 0 0 338 VERIZON COMMUNICATIONS INC COM 92343V104 508377 12007 SH DFND 1 12007 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 76994 155 SH DFND 1 155 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 11748372 37338 SH DFND 1 36303 0 1035 VISA INC COM CL A 92826C839 829249 2417 SH DFND 1 1262 0 1155 WABTEC COM 929740108 46372 172 SH DFND 1 172 0 0 WALMART INC COM 931142103 1252543 11059 SH DFND 1 2868 0 8191 WASTE MGMT INC DEL COM 94106L109 142198 638 SH DFND 1 393 0 245 WATERS CORP COM 941848103 1406025 3749 SH DFND 1 3627 0 122 WELLS FARGO & CO COM 949746101 56196 680 SH DFND 1 0 0 680 WILLIAMS COS INC COM 969457100 10705545 142865 SH DFND 1 142500 0 365 ZOETIS INC CL A 98978V103 335515 4669 SH DFND 1 4158 0 511 ZSCALER INC COM 98980G102 172909 1225 SH DFND 1 1225 0 0 ZURN ELKAY WATER SOLNS CORP COM 98983L108 51086 1011 SH DFND 1 1011 0 0