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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 18,595 54,588 SH   DFND 1 0 0 54,588
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,227 9,225 SH   DFND 1 0 0 9,225
ADVANCED MICRO DEVICES INC COM 007903107 3,852 35,602 SH   DFND 1 0 0 35,602
AGCO CORP COM 001084102 1,057 7,302 SH   DFND 1 0 0 7,302
AIR PRODS & CHEMS INC COM 009158106 289 1,160 SH   DFND 1 0 0 1,160
AIRBNB INC COM CL A 009066101 2,257 13,041 SH   DFND 1 0 0 13,041
ALBEMARLE CORP COM 012653101 270 1,200 SH   DFND 1 0 0 1,200
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,724 42,871 SH   DFND 1 0 0 42,871
ALIGN TECHNOLOGY INC COM 016255101 223 500 SH   DFND 1 0 0 500
ALPHABET INC CAP STK CL A 02079K305 42,003 14,985 SH   DFND 1 0 0 14,985
AMAZON COM INC COM 023135106 21,204 6,482 SH   DFND 1 0 0 6,482
AMERICAN EXPRESS CO COM 025816109 1,718 9,180 SH   DFND 1 0 0 9,180
AMERICAN TOWER CORP NEW COM 03027X100 2,988 11,627 SH   DFND 1 0 0 11,627
AMERICAN WTR WKS CO INC NEW COM 030420103 439 2,600 SH   DFND 1 0 0 2,600
ANTHEM INC COM 036752103 2,372 4,750 SH   DFND 1 0 0 4,750
APPLE INC COM 037833100 51,355 294,617 SH   DFND 1 0 0 294,617
APPLIED MATLS INC COM 038222105 2,462 19,327 SH   DFND 1 0 0 19,327
APTIV PLC SHS G6095L109 226 1,900 SH   DFND 1 0 0 1,900
ARCHER DANIELS MIDLAND CO COM 039483102 3,054 33,500 SH   DFND 1 0 0 33,500
ASTRAZENECA PLC SPONSORED ADR 046353108 4,260 63,760 SH   DFND 1 0 0 63,760
ATKORE INC COM 047649108 246 2,500 SH   DFND 1 0 0 2,500
ATLASSIAN CORP PLC CL A G06242104 2,586 8,457 SH   DFND 1 0 0 8,457
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,247 12,070 SH   DFND 1 0 0 12,070
BERRY GLOBAL GROUP INC COM 08579W103 4,261 71,728 SH   DFND 1 0 0 71,728
BILL COM HLDGS INC COM 090043100 2,051 8,820 SH   DFND 1 0 0 8,820
BK OF AMERICA CORP COM 060505104 7,342 179,509 SH   DFND 1 0 0 179,509
BLACKROCK INC COM 09247X101 7,056 9,166 SH   DFND 1 0 0 9,166
BLOCK INC CL A 852234103 4,537 33,952 SH   DFND 1 0 0 33,952
BOOKING HOLDINGS INC COM 09857L108 2,934 1,239 SH   DFND 1 0 0 1,239
BORGWARNER INC COM 099724106 209 5,300 SH   DFND 1 0 0 5,300
BRISTOL-MYERS SQUIBB CO COM 110122108 3,552 48,115 SH   DFND 1 0 0 48,115
BROADCOM INC COM 11135F101 14,128 22,534 SH   DFND 1 0 0 22,534
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 4,499 78,686 SH   DFND 1 0 0 78,686
CADENCE DESIGN SYSTEM INC COM 127387108 414 2,500 SH   DFND 1 0 0 2,500
CANADIAN PAC RY LTD COM 13645T100 203 2,600 SH   DFND 1 0 0 2,600
CARLYLE GROUP INC COM 14316J108 1,387 28,058 SH   DFND 1 0 0 28,058
CELANESE CORP DEL COM 150870103 366 2,550 SH   DFND 1 0 0 2,550
CELSIUS HLDGS INC COM NEW 15118V207 258 4,400 SH   DFND 1 0 0 4,400
CHEMOURS CO COM 163851108 4,033 125,026 SH   DFND 1 0 0 125,026
CHIPOTLE MEXICAN GRILL INC COM 169656105 446 280 SH   DFND 1 0 0 280
CISCO SYS INC COM 17275R102 3,061 55,000 SH   DFND 1 0 0 55,000
CITIGROUP INC COM NEW 172967424 1,570 30,000 SH   DFND 1 0 0 30,000
CLOUDFLARE INC CL A COM 18915M107 2,371 19,202 SH   DFND 1 0 0 19,202
CME GROUP INC COM 12572Q105 3,597 15,000 SH   DFND 1 0 0 15,000
COCA COLA CO COM 191216100 9,432 150,026 SH   DFND 1 0 0 150,026
CONSTELLATION BRANDS INC CL A 21036P108 1,010 4,323 SH   DFND 1 0 0 4,323
CROWDSTRIKE HLDGS INC CL A 22788C105 5,397 23,685 SH   DFND 1 0 0 23,685
CROWN CASTLE INTL CORP NEW COM 22822V101 397 2,100 SH   DFND 1 0 0 2,100
CUMMINS INC COM 231021106 201 1,000 SH   DFND 1 0 0 1,000
CVS HEALTH CORP COM 126650100 1,895 18,742 SH   DFND 1 0 0 18,742
CYBERARK SOFTWARE LTD SHS M2682V108 391 2,300 SH   DFND 1 0 0 2,300
DANAHER CORPORATION COM 235851102 7,526 25,800 SH   DFND 1 0 0 25,800
DARLING INGREDIENTS INC COM 237266101 2,321 27,894 SH   DFND 1 0 0 27,894
DATADOG INC CL A COM 23804L103 3,974 25,889 SH   DFND 1 0 0 25,889
DEERE & CO COM 244199105 2,376 5,700 SH   DFND 1 0 0 5,700
DEUTSCHE BANK A G NAMEN AKT D18190898 1,440 110,000 SH   DFND 1 0 0 110,000
DEXCOM INC COM 252131107 1,526 2,870 SH   DFND 1 0 0 2,870
DISNEY WALT CO COM 254687106 2,914 21,267 SH   DFND 1 0 0 21,267
DUPONT DE NEMOURS INC COM 26614N102 1,020 13,649 SH   DFND 1 0 0 13,649
EATON CORP PLC SHS G29183103 638 4,200 SH   DFND 1 0 0 4,200
EDWARDS LIFESCIENCES CORP COM 28176E108 416 3,378 SH   DFND 1 0 0 3,378
ELECTRONIC ARTS INC COM 285512109 244 1,950 SH   DFND 1 0 0 1,950
EMERSON ELEC CO COM 291011104 1,730 17,575 SH   DFND 1 0 0 17,575
ENBRIDGE INC COM 29250N105 481 10,350 SH   DFND 1 0 0 10,350
ENPHASE ENERGY INC COM 29355A107 2,019 9,805 SH   DFND 1 0 0 9,805
EQUINIX INC COM 29444U700 7,880 10,328 SH   DFND 1 0 0 10,328
ETSY INC COM 29786A106 945 7,437 SH   DFND 1 0 0 7,437
FASTENAL CO COM 311900104 251 4,200 SH   DFND 1 0 0 4,200
FERRARI N V COM N3167Y103 2,021 9,208 SH   DFND 1 0 0 9,208
FORTINET INC COM 34959E109 4,916 14,500 SH   DFND 1 0 0 14,500
FREEPORT-MCMORAN INC CL B 35671D857 6,734 132,146 SH   DFND 1 0 0 132,146
GENERAL MTRS CO COM 37045V100 2,059 47,919 SH   DFND 1 0 0 47,919
GLOBAL E ONLINE LTD SHS M5216V106 206 6,000 SH   DFND 1 0 0 6,000
GLOBUS MED INC CL A 379577208 248 3,250 SH   DFND 1 0 0 3,250
HCA HEALTHCARE INC COM 40412C101 1,956 7,799 SH   DFND 1 0 0 7,799
HDFC BANK LTD SPONSORED ADS 40415F101 3,272 52,000 SH   DFND 1 0 0 52,000
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,771 11,751 SH   DFND 1 0 0 11,751
HOME DEPOT INC COM 437076102 9,903 32,802 SH   DFND 1 0 0 32,802
HUBSPOT INC COM 443573100 3,161 6,439 SH   DFND 1 0 0 6,439
IDEXX LABS INC COM 45168D104 277 500 SH   DFND 1 0 0 500
IMPINJ INC COM 453204109 251 4,000 SH   DFND 1 0 0 4,000
INTEL CORP COM 458140100 1,145 23,807 SH   DFND 1 0 0 23,807
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,174 16,380 SH   DFND 1 0 0 16,380
INTUIT COM 461202103 7,622 15,751 SH   DFND 1 0 0 15,751
INTUITIVE SURGICAL INC COM NEW 46120E602 8,470 27,721 SH   DFND 1 0 0 27,721
JD.COM INC SPON ADR CL A 47215P106 2,824 47,795 SH   DFND 1 0 0 47,795
JOHNSON & JOHNSON COM 478160104 2,858 16,040 SH   DFND 1 0 0 16,040
JPMORGAN CHASE & CO COM 46625H100 14,352 106,070 SH   DFND 1 0 0 106,070
KLA CORP COM NEW 482480100 1,115 3,094 SH   DFND 1 0 0 3,094
KRAFT HEINZ CO COM 500754106 2,396 60,000 SH   DFND 1 0 0 60,000
KROGER CO COM 501044101 2,299 40,000 SH   DFND 1 0 0 40,000
LAUDER ESTEE COS INC CL A 518439104 6,589 24,011 SH   DFND 1 0 0 24,011
LGI HOMES INC COM 50187T106 3,230 32,645 SH   DFND 1 0 0 32,645
LILLY ELI & CO COM 532457108 17,858 61,019 SH   DFND 1 0 0 61,019
LIMELIGHT NETWORKS INC COM 53261M104 208 40,000 SH   DFND 1 0 0 40,000
LINDE PLC SHS G5494J103 3,326 10,295 SH   DFND 1 0 0 10,295
LIVE NATION ENTERTAINMENT IN COM 538034109 888 7,762 SH   DFND 1 0 0 7,762
LOGITECH INTL S A SHS H50430232 257 3,550 SH   DFND 1 0 0 3,550
LULULEMON ATHLETICA INC COM 550021109 1,633 4,444 SH   DFND 1 0 0 4,444
MARQETA INC CLASS A COM 57142B104 1,415 127,871 SH   DFND 1 0 0 127,871
MARTIN MARIETTA MATLS INC COM 573284106 4,621 12,000 SH   DFND 1 0 0 12,000
MARVELL TECHNOLOGY INC COM 573874104 5,113 71,943 SH   DFND 1 0 0 71,943
MASTERCARD INCORPORATED CL A 57636Q104 3,549 9,750 SH   DFND 1 0 0 9,750
MATCH GROUP INC NEW COM 57667L107 223 2,047 SH   DFND 1 0 0 2,047
MCDONALDS CORP COM 580135101 543 2,180 SH   DFND 1 0 0 2,180
MEDICAL PPTYS TRUST INC COM 58463J304 271 12,600 SH   DFND 1 0 0 12,600
MEDTRONIC PLC SHS G5960L103 5,799 51,538 SH   DFND 1 0 0 51,538
MERCADOLIBRE INC COM 58733R102 3,091 2,525 SH   DFND 1 0 0 2,525
MERCK & CO INC COM 58933Y105 551 6,600 SH   DFND 1 0 0 6,600
MERITAGE HOMES CORP COM 59001A102 867 10,811 SH   DFND 1 0 0 10,811
META PLATFORMS INC CL A 30303M102 8,024 35,684 SH   DFND 1 0 0 35,684
METLIFE INC COM 59156R108 2,857 40,529 SH   DFND 1 0 0 40,529
METTLER TOLEDO INTERNATIONAL COM 592688105 274 200 SH   DFND 1 0 0 200
MICRON TECHNOLOGY INC COM 595112103 1,524 20,000 SH   DFND 1 0 0 20,000
MICROSOFT CORP COM 594918104 54,941 177,561 SH   DFND 1 0 0 177,561
MONDELEZ INTL INC CL A 609207105 597 9,400 SH   DFND 1 0 0 9,400
MONSTER BEVERAGE CORP NEW COM 61174X109 2,054 25,000 SH   DFND 1 0 0 25,000
MOODYS CORP COM 615369105 262 770 SH   DFND 1 0 0 770
MORGAN STANLEY COM NEW 617446448 4,089 47,000 SH   DFND 1 0 0 47,000
MOSAIC CO NEW COM 61945C103 3,999 60,700 SH   DFND 1 0 0 60,700
MSCI INC COM 55354G100 3,354 6,500 SH   DFND 1 0 0 6,500
NASDAQ INC COM 631103108 5,629 30,943 SH   DFND 1 0 0 30,943
NETEASE INC SPONSORED ADS 64110W102 856 8,931 SH   DFND 1 0 0 8,931
NETFLIX INC COM 64110L106 8,033 21,510 SH   DFND 1 0 0 21,510
NEW YORK TIMES CO CL A 650111107 3,251 70,602 SH   DFND 1 0 0 70,602
NEWMONT CORP COM 651639106 9,476 114,472 SH   DFND 1 0 0 114,472
NEXTERA ENERGY INC COM 65339F101 3,796 44,284 SH   DFND 1 0 0 44,284
NIKE INC CL B 654106103 4,602 34,470 SH   DFND 1 0 0 34,470
NUCOR CORP COM 670346105 269 1,800 SH   DFND 1 0 0 1,800
NVIDIA CORPORATION COM 67066G104 27,093 101,427 SH   DFND 1 0 0 101,427
NVR INC COM 62944T105 1,586 350 SH   DFND 1 0 0 350
NXP SEMICONDUCTORS N V COM N6596X109 282 1,550 SH   DFND 1 0 0 1,550
OKTA INC CL A 679295105 223 1,500 SH   DFND 1 0 0 1,500
ON SEMICONDUCTOR CORP COM 682189105 319 5,348 SH   DFND 1 0 0 5,348
ORACLE CORP COM 68389X105 1,517 18,500 SH   DFND 1 0 0 18,500
PALO ALTO NETWORKS INC COM 697435105 5,540 9,066 SH   DFND 1 0 0 9,066
PAYPAL HLDGS INC COM 70450Y103 461 3,950 SH   DFND 1 0 0 3,950
PEPSICO INC COM 713448108 433 2,550 SH   DFND 1 0 0 2,550
PERKINELMER INC COM 714046109 299 1,740 SH   DFND 1 0 0 1,740
PFIZER INC COM 717081103 4,663 90,412 SH   DFND 1 0 0 90,412
PROCTER AND GAMBLE CO COM 742718109 651 4,200 SH   DFND 1 0 0 4,200
PROLOGIS INC. COM 74340W103 705 4,250 SH   DFND 1 0 0 4,250
PURECYCLE TECHNOLOGIES INC COM 74623V103 160 20,000 SH   DFND 1 0 0 20,000
QUALYS INC COM 74758T303 421 3,000 SH   DFND 1 0 0 3,000
QUANTA SVCS INC COM 74762E102 395 3,000 SH   DFND 1 0 0 3,000
REALTY INCOME CORP COM 756109104 2,242 31,625 SH   DFND 1 0 0 31,625
REPUBLIC SVCS INC COM 760759100 267 2,000 SH   DFND 1 0 0 2,000
RESMED INC COM 761152107 307 1,247 SH   DFND 1 0 0 1,247
REVOLVE GROUP INC CL A 76156B107 326 6,000 SH   DFND 1 0 0 6,000
RIO TINTO PLC SPONSORED ADR 767204100 2,480 30,000 SH   DFND 1 0 0 30,000
ROPER TECHNOLOGIES INC COM 776696106 238 500 SH   DFND 1 0 0 500
S&P GLOBAL INC COM 78409V104 3,143 7,706 SH   DFND 1 0 0 7,706
SALESFORCE COM INC COM 79466L302 1,798 8,470 SH   DFND 1 0 0 8,470
SEA LTD SPONSORD ADS 81141R100 2,223 18,355 SH   DFND 1 0 0 18,355
SERVICENOW INC COM 81762P102 5,059 9,221 SH   DFND 1 0 0 9,221
SHOCKWAVE MED INC COM 82489T104 333 1,600 SH   DFND 1 0 0 1,600
SHOPIFY INC CL A 82509L107 2,743 3,968 SH   DFND 1 0 0 3,968
SIGNATURE BK NEW YORK N Y COM 82669G104 3,258 11,240 SH   DFND 1 0 0 11,240
SILVERGATE CAP CORP CL A 82837P408 269 1,800 SH   DFND 1 0 0 1,800
SIMON PPTY GROUP INC NEW COM 828806109 3,536 26,584 SH   DFND 1 0 0 26,584
SNAP INC CL A 83304A106 2,662 71,202 SH   DFND 1 0 0 71,202
SNOWFLAKE INC CL A 833445109 1,502 6,398 SH   DFND 1 0 0 6,398
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 250 2,815 SH   DFND 1 0 0 2,815
SOLAREDGE TECHNOLOGIES INC COM 83417M104 355 1,100 SH   DFND 1 0 0 1,100
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,724 17,725 SH   DFND 1 0 0 17,725
STARBUCKS CORP COM 855244109 1,588 17,360 SH   DFND 1 0 0 17,360
STRYKER CORPORATION COM 863667101 1,309 4,867 SH   DFND 1 0 0 4,867
SUNRUN INC COM 86771W105 1,260 41,528 SH   DFND 1 0 0 41,528
SVB FINANCIAL GROUP COM 78486Q101 6,276 11,458 SH   DFND 1 0 0 11,458
SYNAPTICS INC COM 87157D109 234 1,200 SH   DFND 1 0 0 1,200
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,142 40,300 SH   DFND 1 0 0 40,300
TARGET CORP COM 87612E106 3,158 15,000 SH   DFND 1 0 0 15,000
TENABLE HLDGS INC COM 88025T102 441 7,500 SH   DFND 1 0 0 7,500
TESLA INC COM 88160R101 28,119 25,926 SH   DFND 1 0 0 25,926
TETRA TECH INC NEW COM 88162G103 334 2,000 SH   DFND 1 0 0 2,000
TEXAS INSTRS INC COM 882508104 3,550 19,499 SH   DFND 1 0 0 19,499
THE TRADE DESK INC COM CL A 88339J105 362 5,000 SH   DFND 1 0 0 5,000
THERMO FISHER SCIENTIFIC INC COM 883556102 4,739 8,000 SH   DFND 1 0 0 8,000
TJX COS INC NEW COM 872540109 359 5,900 SH   DFND 1 0 0 5,900
T-MOBILE US INC COM 872590104 1,324 10,125 SH   DFND 1 0 0 10,125
TRANE TECHNOLOGIES PLC SHS G8994E103 279 1,800 SH   DFND 1 0 0 1,800
TWILIO INC CL A 90138F102 2,144 12,648 SH   DFND 1 0 0 12,648
ULTA BEAUTY INC COM 90384S303 1,592 4,100 SH   DFND 1 0 0 4,100
UNITED PARCEL SERVICE INC CL B 911312106 5,319 25,742 SH   DFND 1 0 0 25,742
UNITEDHEALTH GROUP INC COM 91324P102 9,155 17,860 SH   DFND 1 0 0 17,860
UNITY SOFTWARE INC COM 91332U101 1,098 11,097 SH   DFND 1 0 0 11,097
UPSTART HLDGS INC COM 91680M107 218 2,000 SH   DFND 1 0 0 2,000
VERISIGN INC COM 92343E102 405 1,800 SH   DFND 1 0 0 1,800
VERIZON COMMUNICATIONS INC COM 92343V104 422 8,100 SH   DFND 1 0 0 8,100
VISA INC COM CL A 92826C839 8,254 36,466 SH   DFND 1 0 0 36,466
VULCAN MATLS CO COM 929160109 811 4,404 SH   DFND 1 0 0 4,404
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,974 45,000 SH   DFND 1 0 0 45,000
WALMART INC COM 931142103 1,533 10,150 SH   DFND 1 0 0 10,150
WASTE CONNECTIONS INC COM 94106B101 979 7,000 SH   DFND 1 0 0 7,000
WASTE MGMT INC DEL COM 94106L109 2,749 17,200 SH   DFND 1 0 0 17,200
WOLFSPEED INC COM 977852102 1,750 15,498 SH   DFND 1 0 0 15,498
XBIOTECH INC COM 98400H102 91 10,000 SH   DFND 1 0 0 10,000
YETI HLDGS INC COM 98585X104 227 3,700 SH   DFND 1 0 0 3,700
ZOETIS INC CL A 98978V103 7,760 40,604 SH   DFND 1 0 0 40,604
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 3,051 50,815 SH   DFND 1 0 0 50,815
ZSCALER INC COM 98980G102 3,784 15,371 SH   DFND 1 0 0 15,371