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
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,393,390 31,451 SH   DFND   31,451 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9,686,384 69,342 SH   DFND 4 69,342 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 648,701 4,603 SH   DFND 4 4,603 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 2,518,557 16,576 SH   DFND   16,576 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,407,779 29,010 SH   DFND 4 29,010 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 1,847,648 6,415 SH   DFND   6,415 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 3,620,699 12,571 SH   DFND 4 12,571 0 0
APPLE INC COM 037833100 BBG001S5N8V8 4,033,889 20,952 SH   DFND   20,952 0 0
APPLE INC COM 037833100 BBG001S5N8V8 11,741,442 60,985 SH   DFND 4 60,985 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 2,449,387 34,635 SH   DFND   34,635 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 6,342,099 89,679 SH   DFND 4 89,679 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 234,326 657 SH   DFND 4 657 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 3,419,520 964 SH   DFND   964 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 8,694,236 2,451 SH   DFND 4 2,451 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 2,509,330 2,248 SH   DFND   2,248 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 6,753,313 6,050 SH   DFND 4 6,050 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 242,490 3,701 SH   DFND   3,701 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 1,701,309 2,823 SH   DFND   2,823 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 4,712,199 7,819 SH   DFND 4 7,819 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 1,516,459 30,017 SH   DFND   30,017 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 2,084,859 41,268 SH   DFND 4 41,268 0 0
CME GROUP INC COM 12572Q105 BBG001S86547 12,636,185 60,001 SH   DFND   60,001 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,432,374 2,170 SH   DFND   2,170 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3,056,830 4,631 SH   DFND 4 4,631 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 1,343,963 3,361 SH   DFND   3,361 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 3,686,801 9,220 SH   DFND 4 9,220 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 2,859,806 4,906 SH   DFND   4,906 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 5,886,909 10,099 SH   DFND 4 10,099 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 6,682,521 13,991 SH   DFND 4 13,991 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3,376,825 19,852 SH   DFND   19,852 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 9,052,552 53,219 SH   DFND 4 53,219 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 2,645,496 4,551 SH   DFND   4,551 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 6,985,482 12,017 SH   DFND 4 12,017 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 854,688 2,081 SH   DFND   2,081 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 3,415,875 8,317 SH   DFND 4 8,317 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 1,119,325 3,775 SH   DFND   3,775 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 3,210,610 10,828 SH   DFND 4 10,828 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 5,502,217 14,632 SH   DFND   14,632 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 18,403,398 48,940 SH   DFND 4 48,940 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 3,148,653 6,467 SH   DFND   6,467 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 8,116,776 16,671 SH   DFND 4 16,671 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3,089,182 6,238 SH   DFND   6,238 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 7,748,212 15,646 SH   DFND 4 15,646 0 0
PULTE GROUP INC COM 745867101 BBG001S5V5K7 2,966,749 28,742 SH   DFND   28,742 0 0
PULTE GROUP INC COM 745867101 BBG001S5V5K7 7,576,554 73,402 SH   DFND 4 73,402 0 0
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 983,616 4,558 SH   DFND   4,558 0 0
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 2,670,741 12,376 SH   DFND 4 12,376 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 2,439,979 2,412 SH   DFND   2,412 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 5,889,535 5,822 SH   DFND 4 5,822 0 0
UBS GROUP AG SHS H42097107 BBG007936GX0 503,330 16,289 SH   DFND   16,289 0 0
UBS GROUP AG SHS H42097107 BBG007936GX0 1,812,532 58,658 SH   DFND 4 58,658 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2,878,738 5,468 SH   DFND   5,468 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 7,587,486 14,412 SH   DFND 4 14,412 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 871,260 6,702 SH   DFND   6,702 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 2,453,750 18,875 SH   DFND 4 18,875 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 978,977 2,406 SH   DFND   2,406 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 1,826,122 4,488 SH   DFND 4 4,488 0 0