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
ABBVIE INC COM 00287Y109   39,151,527 210,923 SH   SOLE   0 210,923 0
ABBVIE INC COM 00287Y109   55,844,750 300,855 SH   DFND 1 0 300,855 0
ADOBE INC COM 00724F101   203,151 525 SH   DFND 1 0 525 0
ADVANCED MICRO DEVICES INC COM 007903107   13,857,954 97,660 SH   SOLE   0 97,660 0
ADVANCED MICRO DEVICES INC COM 007903107   14,104,070 99,394 SH   DFND 1 0 99,394 0
ALLSTATE CORP COM 020002101   21,406,701 106,337 SH   SOLE   0 106,337 0
ALLSTATE CORP COM 020002101   31,608,243 157,013 SH   DFND 1 0 157,013 0
ALPHABET INC CAP STK CL A 02079K305   76,968,100 436,748 SH   SOLE   0 436,748 0
ALPHABET INC CAP STK CL A 02079K305   101,055,978 573,432 SH   DFND 1 0 573,432 0
ALPHABET INC CAP STK CL C 02079K107   3,353,203 18,903 SH   DFND 1 0 18,903 0
AMAZON COM INC COM 023135106   109,527,605 499,237 SH   SOLE   0 499,237 0
AMAZON COM INC COM 023135106   149,534,168 681,591 SH   DFND 1 0 681,591 0
AMERICAN ELEC PWR CO INC COM 025537101   472,108 4,550 SH   SOLE   0 4,550 0
AMERICAN EXPRESS CO COM 025816109   18,556,662 58,175 SH   SOLE   0 58,175 0
AMERICAN EXPRESS CO COM 025816109   28,439,401 89,157 SH   DFND 1 0 89,157 0
AMERICAN TOWER CORP NEW COM 03027X100   17,310,507 78,321 SH   SOLE   0 78,321 0
AMERICAN TOWER CORP NEW COM 03027X100   23,490,140 106,281 SH   DFND 1 0 106,281 0
AMGEN INC COM 031162100   282,281 1,011 SH   SOLE   0 1,011 0
APPLE INC COM 037833100   101,902,194 496,672 SH   SOLE   0 496,672 0
APPLE INC COM 037833100   169,489,934 826,095 SH   DFND 1 0 826,095 0
ARISTA NETWORKS INC COM SHS 040413205   579,177 5,661 SH   SOLE   0 5,661 0
AT&T INC COM 00206R102   8,950,129 309,265 SH   SOLE   0 309,265 0
AT&T INC COM 00206R102   12,433,056 429,615 SH   DFND 1 0 429,615 0
BANK AMERICA CORP COM 060505104   567,793 11,999 SH   SOLE   0 11,999 0
BLACKSTONE INC COM 09260D107   11,245,574 75,181 SH   SOLE   0 75,181 0
BLACKSTONE INC COM 09260D107   31,497,158 210,571 SH   DFND 1 0 210,571 0
BOEING CO COM 097023105   23,652,794 112,885 SH   SOLE   0 112,885 0
BOEING CO COM 097023105   33,145,641 158,190 SH   DFND 1 0 158,190 0
BOSTON SCIENTIFIC CORP COM 101137107   38,322,599 356,788 SH   SOLE   0 356,788 0
BOSTON SCIENTIFIC CORP COM 101137107   38,450,477 357,979 SH   DFND 1 0 357,979 0
BRISTOL-MYERS SQUIBB CO COM 110122108   328,335 7,093 SH   SOLE   0 7,093 0
BROADCOM INC COM 11135F101   88,652,623 321,613 SH   SOLE   0 321,613 0
BROADCOM INC COM 11135F101   97,727,658 354,535 SH   DFND 1 0 354,535 0
CBRE GROUP INC CL A 12504L109   28,800,825 205,544 SH   SOLE   0 205,544 0
CBRE GROUP INC CL A 12504L109   39,910,663 284,832 SH   DFND 1 0 284,832 0
CHEVRON CORP NEW COM 166764100   272,777 1,905 SH   SOLE   0 1,905 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   8,222,662 146,441 SH   SOLE   0 146,441 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   24,062,788 428,545 SH   DFND 1 0 428,545 0
COCA COLA CO COM 191216100   37,981,218 536,837 SH   SOLE   0 536,837 0
COCA COLA CO COM 191216100   50,713,533 716,799 SH   DFND 1 0 716,799 0
COMCAST CORP NEW CL A 20030N101   264,320 7,406 SH   SOLE   0 7,406 0
CONSTELLATION ENERGY CORP COM 21037T109   37,892,024 117,400 SH   SOLE   0 117,400 0
CONSTELLATION ENERGY CORP COM 21037T109   53,191,610 164,802 SH   DFND 1 0 164,802 0
CORNING INC COM 219350105   817,617 15,547 SH   SOLE   0 15,547 0
COSTCO WHSL CORP NEW COM 22160K105   34,682,548 35,035 SH   SOLE   0 35,035 0
COSTCO WHSL CORP NEW COM 22160K105   46,348,823 46,820 SH   DFND 1 0 46,820 0
CVS HEALTH CORP COM 126650100   480,791 6,970 SH   SOLE   0 6,970 0
DEERE & CO COM 244199105   563,915 1,109 SH   SOLE   0 1,109 0
DICKS SPORTING GOODS INC COM 253393102   6,289,369 31,795 SH   SOLE   0 31,795 0
DISNEY WALT CO COM 254687106   1,026,803 8,280 SH   DFND 1 0 8,280 0
DUKE ENERGY CORP NEW COM NEW 26441C204   404,386 3,427 SH   SOLE   0 3,427 0
EATON CORP PLC SHS G29183103   12,306,159 34,472 SH   SOLE   0 34,472 0
EATON CORP PLC SHS G29183103   209,028 586 SH   DFND 1 0 586 0
ELI LILLY & CO COM 532457108   44,805,825 57,478 SH   SOLE   0 57,478 0
ELI LILLY & CO COM 532457108   61,375,349 78,734 SH   DFND 1 0 78,734 0
ENTERPRISE PRODS PARTNERS L COM 293792107   930,300 30,000 SH   DFND 1 0 30,000 0
EQT CORP COM 26884L109   17,681,283 303,177 SH   SOLE   0 303,177 0
EQT CORP COM 26884L109   29,963,197 513,772 SH   DFND 1 0 513,772 0
EXXON MOBIL CORP COM 30231G102   30,417,171 282,163 SH   SOLE   0 282,163 0
EXXON MOBIL CORP COM 30231G102   36,415,635 337,807 SH   DFND 1 0 337,807 0
GE AEROSPACE COM NEW 369604301   39,255,578 152,514 SH   SOLE   0 152,514 0
GE AEROSPACE COM NEW 369604301   64,293,471 249,790 SH   DFND 1 0 249,790 0
GENERAL DYNAMICS CORP COM 369550108   305,660 1,048 SH   SOLE   0 1,048 0
GILEAD SCIENCES INC COM 375558103   332,499 2,999 SH   SOLE   0 2,999 0
GOLDMAN SACHS GROUP INC COM 38141G104   47,741,276 67,455 SH   SOLE   0 67,455 0
GOLDMAN SACHS GROUP INC COM 38141G104   59,094,874 83,497 SH   DFND 1 0 83,497 0
GSK PLC SPONSORED ADR 37733W204   273,600 7,125 SH   SOLE   0 7,125 0
HOME DEPOT INC COM 437076102   23,924,360 65,253 SH   SOLE   0 65,253 0
HOME DEPOT INC COM 437076102   32,793,379 89,443 SH   DFND 1 0 89,443 0
HP INC COM 40434L105   344,837 14,098 SH   SOLE   0 14,098 0
ILLINOIS TOOL WKS INC COM 452308109   330,326 1,336 SH   SOLE   0 1,336 0
INTERNATIONAL BUSINESS MACHS COM 459200101   24,004,230 81,431 SH   SOLE   0 81,431 0
INTERNATIONAL PAPER CO COM 460146103   316,524 6,759 SH   SOLE   0 6,759 0
INVESCO QQQ TR UNIT SER 1 46090E103   6,616,370 11,994 SH   SOLE   0 11,994 0
IRON MTN INC DEL COM 46284V101   547,108 5,334 SH   SOLE   0 5,334 0
ISHARES TR RUS 1000 VAL ETF 464287598   3,066,309 15,787 SH   SOLE   0 15,787 0
ISHARES TR MSCI EAFE ETF 464287465   358,901 4,015 SH   SOLE   0 4,015 0
ISHARES TR RUS 1000 GRW ETF 464287614   2,446,005 5,761 SH   SOLE   0 5,761 0
ISHARES TR RUS 1000 ETF 464287622   668,929 1,970 SH   DFND 1 0 1,970 0
JPMORGAN CHASE & CO. COM 46625H100   83,645,123 288,521 SH   SOLE   0 288,521 0
JPMORGAN CHASE & CO. COM 46625H100   114,336,570 394,386 SH   DFND 1 0 394,386 0
KRAFT HEINZ CO COM 500754106   237,983 9,217 SH   SOLE   0 9,217 0
L3HARRIS TECHNOLOGIES INC COM 502431109   9,546,720 38,059 SH   SOLE   0 38,059 0
LAM RESEARCH CORP COM NEW 512807306   29,437,465 302,419 SH   SOLE   0 302,419 0
LAM RESEARCH CORP COM NEW 512807306   36,009,209 369,932 SH   DFND 1 0 369,932 0
LAMAR ADVERTISING CO NEW CL A 512816109   300,366 2,475 SH   SOLE   0 2,475 0
LOCKHEED MARTIN CORP COM 539830109   5,833,248 12,595 SH   SOLE   0 12,595 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   343,978 5,945 SH   SOLE   0 5,945 0
MCDONALDS CORP COM 580135101   12,609,765 43,159 SH   SOLE   0 43,159 0
MCDONALDS CORP COM 580135101   23,720,051 81,186 SH   DFND 1 0 81,186 0
MCKESSON CORP COM 58155Q103   40,926,496 55,851 SH   SOLE   0 55,851 0
MCKESSON CORP COM 58155Q103   54,510,610 74,389 SH   DFND 1 0 74,389 0
MEDTRONIC PLC SHS G5960L103   408,740 4,689 SH   SOLE   0 4,689 0
META PLATFORMS INC CL A 30303M102   111,440,519 150,985 SH   SOLE   0 150,985 0
META PLATFORMS INC CL A 30303M102   151,893,556 205,793 SH   DFND 1 0 205,793 0
MICRON TECHNOLOGY INC COM 595112103   23,187,023 188,130 SH   SOLE   0 188,130 0
MICRON TECHNOLOGY INC COM 595112103   23,691,278 192,221 SH   DFND 1 0 192,221 0
MICROSOFT CORP COM 594918104   154,167,255 309,940 SH   SOLE   0 309,940 0
MICROSOFT CORP COM 594918104   228,284,580 458,947 SH   DFND 1 0 458,947 0
MORGAN STANLEY COM NEW 617446448   437,089 3,103 SH   SOLE   0 3,103 0
MORGAN STANLEY COM NEW 617446448   569,424 4,042 SH   DFND 1 0 4,042 0
NETFLIX INC COM 64110L106   73,526,272 54,906 SH   SOLE   0 54,906 0
NETFLIX INC COM 64110L106   96,144,244 71,796 SH   DFND 1 0 71,796 0
NEWMONT CORP COM 651639106   242,187 4,157 SH   SOLE   0 4,157 0
NORTHROP GRUMMAN CORP COM 666807102   4,961,302 9,923 SH   SOLE   0 9,923 0
NVIDIA CORPORATION COM 67066G104   159,498,489 1,009,548 SH   SOLE   0 1,009,548 0
NVIDIA CORPORATION COM 67066G104   237,367,138 1,502,419 SH   DFND 1 0 1,502,419 0
ORACLE CORP COM 68389X105   29,729,307 135,980 SH   SOLE   0 135,980 0
ORACLE CORP COM 68389X105   29,792,500 136,269 SH   DFND 1 0 136,269 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   380,333 2,790 SH   SOLE   0 2,790 0
PALO ALTO NETWORKS INC COM 697435105   27,055,250 132,209 SH   SOLE   0 132,209 0
PALO ALTO NETWORKS INC COM 697435105   32,845,333 160,503 SH   DFND 1 0 160,503 0
PHILIP MORRIS INTL INC COM 718172109   427,095 2,345 SH   DFND 1 0 2,345 0
PROCTER AND GAMBLE CO COM 742718109   285,501 1,792 SH   SOLE   0 1,792 0
PUBLIC STORAGE OPER CO COM 74460D109   390,249 1,330 SH   SOLE   0 1,330 0
ROYAL CARIBBEAN GROUP COM V7780T103   25,847,202 82,542 SH   SOLE   0 82,542 0
ROYAL CARIBBEAN GROUP COM V7780T103   34,250,270 109,377 SH   DFND 1 0 109,377 0
RTX CORPORATION COM 75513E101   45,157,123 309,253 SH   SOLE   0 309,253 0
RTX CORPORATION COM 75513E101   64,829,422 443,976 SH   DFND 1 0 443,976 0
SALESFORCE INC COM 79466L302   32,482,260 119,118 SH   DFND 1 0 119,118 0
SALESFORCE INC COM 79466L302   23,859,284 87,496 SH   SOLE   0 87,496 0
SCHWAB CHARLES CORP COM 808513105   73,496,395 805,528 SH   DFND 1 0 805,528 0
SCHWAB CHARLES CORP COM 808513105   48,105,378 527,240 SH   SOLE   0 527,240 0
SERVICENOW INC COM 81762P102   27,874,333 27,113 SH   SOLE   0 27,113 0
SERVICENOW INC COM 81762P102   36,290,083 35,299 SH   DFND 1 0 35,299 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   5,620,429 48,725 SH   SOLE   0 48,725 0
SNOWFLAKE INC CL A 833445109   26,478,274 118,328 SH   DFND 1 0 118,328 0
SNOWFLAKE INC CL A 833445109   26,352,722 117,767 SH   SOLE   0 117,767 0
SPDR GOLD TR GOLD SHS 78463V107   439,260 1,441 SH   SOLE   0 1,441 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,253,931 8,504 SH   DFND 1 0 8,504 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   8,352,096 13,518 SH   SOLE   0 13,518 0
SPDR SERIES TRUST S&P DIVID ETF 78464A763   317,337 2,338 SH   SOLE   0 2,338 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   40,486,017 52,762 SH   DFND 1 0 52,762 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   30,649,094 39,942 SH   SOLE   0 39,942 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   39,969,710 164,586 SH   SOLE   0 164,586 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   55,942,363 230,358 SH   DFND 1 0 230,358 0
TESLA INC COM 88160R101   16,579,628 52,193 SH   SOLE   0 52,193 0
TESLA INC COM 88160R101   22,145,638 69,715 SH   DFND 1 0 69,715 0
TEXAS INSTRS INC COM 882508104   934,498 4,501 SH   SOLE   0 4,501 0
TJX COS INC NEW COM 872540109   9,517,992 77,075 SH   SOLE   0 77,075 0
T-MOBILE US INC COM 872590104   18,499,698 77,645 SH   SOLE   0 77,645 0
T-MOBILE US INC COM 872590104   27,446,849 115,197 SH   DFND 1 0 115,197 0
ULTA BEAUTY INC COM 90384S303   443,961 949 SH   SOLE   0 949 0
UNITED RENTALS INC COM 911363109   8,545,063 11,342 SH   SOLE   0 11,342 0
UNITED RENTALS INC COM 911363109   1,119,778 1,486 SH   DFND 1 0 1,486 0
UNITEDHEALTH GROUP INC COM 91324P102   239,304 767 SH   DFND 1 0 767 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   587,150 2,058 SH   DFND 1 0 2,058 0
VERTEX PHARMACEUTICALS INC COM 92532F100   6,882,347 15,459 SH   SOLE   0 15,459 0
VERTEX PHARMACEUTICALS INC COM 92532F100   7,255,496 16,297 SH   DFND 1 0 16,297 0
VISA INC COM CL A 92826C839   347,051 977 SH   DFND 1 0 977 0
WALMART INC COM 931142103   60,361,757 617,322 SH   DFND 1 0 617,322 0
WALMART INC COM 931142103   20,379,014 208,417 SH   SOLE   0 208,417 0
WELLS FARGO CO NEW COM 949746101   407,336 5,084 SH   DFND 1 0 5,084 0
WELLS FARGO CO NEW COM 949746101   426,238 5,320 SH   SOLE   0 5,320 0