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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,159,859 10,240 SH   DFND 1 0 0 10,240
ADOBE SYSTEMS INCORPORATED COM 00724F101   244,495 500 SH   DFND 1 0 0 500
ADVANCED MICRO DEVICES INC COM 007903107   1,919,384 16,850 SH   DFND 1 0 0 16,850
AIR PRODS & CHEMS INC COM 009158106   347,455 1,160 SH   DFND 1 0 0 1,160
ALPHABET INC CAP STK CL A 02079K305   12,728,898 106,340 SH   DFND 1 0 0 106,340
AMAZON COM INC COM 023135106   6,458,034 49,540 SH   DFND 1 0 0 49,540
AMERICAN EXPRESS CO COM 025816109   452,920 2,600 SH   DFND 1 0 0 2,600
AMERICAN WTR WKS CO INC NEW COM 030420103   371,150 2,600 SH   DFND 1 0 0 2,600
AMERIPRISE FINL INC COM 03076C106   1,660,800 5,000 SH   DFND 1 0 0 5,000
AON PLC SHS CL A G0403H108   2,381,880 6,900 SH   DFND 1 0 0 6,900
APPLE INC COM 037833100   7,933,373 40,900 SH   DFND 1 0 0 40,900
APPLIED MATLS INC COM 038222105   867,240 6,000 SH   DFND 1 0 0 6,000
ARCHER DANIELS MIDLAND CO COM 039483102   340,020 4,500 SH   DFND 1 0 0 4,500
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   106,723 13,700 SH   DFND 1 0 0 13,700
ASTRAZENECA PLC SPONSORED ADR 046353108   3,028,127 42,310 SH   DFND 1 0 0 42,310
AUTOMATIC DATA PROCESSING IN COM 053015103   2,670,449 12,150 SH   DFND 1 0 0 12,150
AUTOZONE INC COM 053332102   1,944,821 780 SH   DFND 1 0 0 780
BANK AMERICA CORP COM 060505104   239,848 8,360 SH   DFND 1 0 0 8,360
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,317,025 18,525 SH   DFND 1 0 0 18,525
BERRY GLOBAL GROUP INC COM 08579W103   4,003,106 62,218 SH   DFND 1 0 0 62,218
BEST BUY INC COM 086516101   1,696,365 20,700 SH   DFND 1 0 0 20,700
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   133,600 10,000 SH   DFND 1 0 0 10,000
BOOKING HOLDINGS INC COM 09857L108   1,282,657 475 SH   DFND 1 0 0 475
BORGWARNER INC COM 099724106   259,223 5,300 SH   DFND 1 0 0 5,300
BROADCOM INC COM 11135F101   2,038,461 2,350 SH   DFND 1 0 0 2,350
BROOKFIELD CORP CL A LTD VT SH 11271J107   2,842,238 84,436 SH   DFND 1 0 0 84,436
CANADIAN PACIFIC KANSAS CITY COM 13646K108   209,969 2,600 SH   DFND 1 0 0 2,600
CBOE GLOBAL MKTS INC COM 12503M108   234,617 1,700 SH   DFND 1 0 0 1,700
CELANESE CORP DEL COM 150870103   2,645,451 22,845 SH   DFND 1 0 0 22,845
CHARTER COMMUNICATIONS INC N CL A 16119P108   1,756,396 4,781 SH   DFND 1 0 0 4,781
CHEMOURS CO COM 163851108   3,390,043 91,896 SH   DFND 1 0 0 91,896
CISCO SYS INC COM 17275R102   2,090,296 40,400 SH   DFND 1 0 0 40,400
CME GROUP INC COM 12572Q105   600,340 3,240 SH   DFND 1 0 0 3,240
COCA COLA CO COM 191216100   2,592,471 43,050 SH   DFND 1 0 0 43,050
COSTCO WHSL CORP NEW COM 22160K105   1,615,140 3,000 SH   DFND 1 0 0 3,000
CVS HEALTH CORP COM 126650100   622,170 9,000 SH   DFND 1 0 0 9,000
DANAHER CORPORATION COM 235851102   2,712,000 11,300 SH   DFND 1 0 0 11,300
DEERE & CO COM 244199105   2,147,507 5,300 SH   DFND 1 0 0 5,300
DOW INC COM 260557103   266,300 5,000 SH   DFND 1 0 0 5,000
EATON CORP PLC SHS G29183103   643,520 3,200 SH   DFND 1 0 0 3,200
EDGIO INC COM 53261M104   26,960 40,000 SH   DFND 1 0 0 40,000
ELECTRONIC ARTS INC COM 285512109   252,915 1,950 SH   DFND 1 0 0 1,950
ELEVANCE HEALTH INC COM 036752103   4,269,627 9,610 SH   DFND 1 0 0 9,610
ENBRIDGE INC COM 29250N105   384,173 10,350 SH   DFND 1 0 0 10,350
ENPHASE ENERGY INC COM 29355A107   1,356,588 8,100 SH   DFND 1 0 0 8,100
EXXON MOBIL CORP COM 30231G102   3,258,255 30,380 SH   DFND 1 0 0 30,380
FASTENAL CO COM 311900104   1,563,235 26,500 SH   DFND 1 0 0 26,500
FERRARI N V COM N3167Y103   248,413 760 SH   DFND 1 0 0 760
FORTINET INC COM 34959E109   1,542,036 20,400 SH   DFND 1 0 0 20,400
GITLAB INC CLASS A COM 37637K108   202,344 3,959 SH   DFND 1 0 0 3,959
HCA HEALTHCARE INC COM 40412C101   3,098,531 10,210 SH   DFND 1 0 0 10,210
HOME DEPOT INC COM 437076102   4,078,703 13,130 SH   DFND 1 0 0 13,130
HONEYWELL INTL INC COM 438516106   2,178,750 10,500 SH   DFND 1 0 0 10,500
IMPINJ INC COM 453204109   268,950 3,000 SH   DFND 1 0 0 3,000
INGERSOLL RAND INC COM 45687V106   1,960,800 30,000 SH   DFND 1 0 0 30,000
INTEL CORP COM 458140100   2,340,800 70,000 SH   DFND 1 0 0 70,000
INTUIT COM 461202103   304,696 665 SH   DFND 1 0 0 665
INTUITIVE SURGICAL INC COM NEW 46120E602   2,735,520 8,000 SH   DFND 1 0 0 8,000
JPMORGAN CHASE & CO COM 46625H100   1,490,760 10,250 SH   DFND 1 0 0 10,250
KELLOGG CO COM 487836108   1,819,800 27,000 SH   DFND 1 0 0 27,000
LAUDER ESTEE COS INC CL A 518439104   1,492,488 7,600 SH   DFND 1 0 0 7,600
LGI HOMES INC COM 50187T106   4,403,484 32,645 SH   DFND 1 0 0 32,645
LILLY ELI & CO COM 532457108   5,393,270 11,500 SH   DFND 1 0 0 11,500
LOCKHEED MARTIN CORP COM 539830109   1,864,539 4,050 SH   DFND 1 0 0 4,050
LULULEMON ATHLETICA INC COM 550021109   227,100 600 SH   DFND 1 0 0 600
MARQETA INC CLASS A COM 57142B104   622,732 127,871 SH   DFND 1 0 0 127,871
MASTERCARD INCORPORATED CL A 57636Q104   3,697,020 9,400 SH   DFND 1 0 0 9,400
MCDONALDS CORP COM 580135101   650,534 2,180 SH   DFND 1 0 0 2,180
MERCK & CO INC COM 58933Y105   3,069,374 26,600 SH   DFND 1 0 0 26,600
META PLATFORMS INC CL A 30303M102   4,306,422 15,006 SH   DFND 1 0 0 15,006
MICROSOFT CORP COM 594918104   13,175,493 38,690 SH   DFND 1 0 0 38,690
MONDELEZ INTL INC CL A 609207105   813,281 11,150 SH   DFND 1 0 0 11,150
MOODYS CORP COM 615369105   267,744 770 SH   DFND 1 0 0 770
MORGAN STANLEY COM NEW 617446448   1,186,206 13,890 SH   DFND 1 0 0 13,890
NETFLIX INC COM 64110L106   2,407,718 5,466 SH   DFND 1 0 0 5,466
NEXTERA ENERGY INC COM 65339F101   1,104,393 14,884 SH   DFND 1 0 0 14,884
NVIDIA CORPORATION COM 67066G104   2,686,177 6,350 SH   DFND 1 0 0 6,350
NXP SEMICONDUCTORS N V COM N6596X109   317,254 1,550 SH   DFND 1 0 0 1,550
OLD DOMINION FREIGHT LINE IN COM 679580100   207,060 560 SH   DFND 1 0 0 560
OREILLY AUTOMOTIVE INC COM 67103H107   1,939,259 2,030 SH   DFND 1 0 0 2,030
PALO ALTO NETWORKS INC COM 697435105   2,018,529 7,900 SH   DFND 1 0 0 7,900
PEPSICO INC COM 713448108   2,324,511 12,550 SH   DFND 1 0 0 12,550
PFIZER INC COM 717081103   315,448 8,600 SH   DFND 1 0 0 8,600
PROCTER AND GAMBLE CO COM 742718109   576,612 3,800 SH   DFND 1 0 0 3,800
PROLOGIS INC. COM 74340W103   521,178 4,250 SH   DFND 1 0 0 4,250
PUBLIC STORAGE COM 74460D109   335,662 1,150 SH   DFND 1 0 0 1,150
PURECYCLE TECHNOLOGIES INC COM 74623V103   245,870 23,000 SH   DFND 1 0 0 23,000
RIO TINTO PLC SPONSORED ADR 767204100   1,704,528 26,700 SH   DFND 1 0 0 26,700
ROCKWELL AUTOMATION INC COM 773903109   2,470,875 7,500 SH   DFND 1 0 0 7,500
ROPER TECHNOLOGIES INC COM 776696106   240,400 500 SH   DFND 1 0 0 500
S&P GLOBAL INC COM 78409V104   400,890 1,000 SH   DFND 1 0 0 1,000
SCHLUMBERGER LTD COM STK 806857108   275,072 5,600 SH   DFND 1 0 0 5,600
SCHWAB CHARLES CORP COM 808513105   1,700,400 30,000 SH   DFND 1 0 0 30,000
SEA LTD SPONSORD ADS 81141R100   362,750 6,250 SH   DFND 1 0 0 6,250
SERVICENOW INC COM 81762P102   3,644,375 6,485 SH   DFND 1 0 0 6,485
SNOWFLAKE INC CL A 833445109   406,866 2,312 SH   DFND 1 0 0 2,312
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,892,308 18,015 SH   DFND 1 0 0 18,015
T-MOBILE US INC COM 872590104   1,458,450 10,500 SH   DFND 1 0 0 10,500
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   232,116 2,300 SH   DFND 1 0 0 2,300
TESLA INC COM 88160R101   277,476 1,060 SH   DFND 1 0 0 1,060
THERMO FISHER SCIENTIFIC INC COM 883556102   3,680,946 7,055 SH   DFND 1 0 0 7,055
TJX COS INC NEW COM 872540109   500,261 5,900 SH   DFND 1 0 0 5,900
UBS GROUP AG SHS H42097107   468,688 23,200 SH   DFND 1 0 0 23,200
ULTA BEAUTY INC COM 90384S303   376,476 800 SH   DFND 1 0 0 800
UNION PAC CORP COM 907818108   1,636,960 8,000 SH   DFND 1 0 0 8,000
UNITED PARCEL SERVICE INC CL B 911312106   1,613,250 9,000 SH   DFND 1 0 0 9,000
UNITED RENTALS INC COM 911363109   298,398 670 SH   DFND 1 0 0 670
UNITEDHEALTH GROUP INC COM 91324P102   2,835,776 5,900 SH   DFND 1 0 0 5,900
VERIZON COMMUNICATIONS INC COM 92343V104   371,900 10,000 SH   DFND 1 0 0 10,000
VISA INC COM CL A 92826C839   5,356,361 22,555 SH   DFND 1 0 0 22,555
WALMART INC COM 931142103   2,860,676 18,200 SH   DFND 1 0 0 18,200
WASTE CONNECTIONS INC COM 94106B101   771,634 5,400 SH   DFND 1 0 0 5,400
WASTE MGMT INC DEL COM 94106L109   2,344,638 13,520 SH   DFND 1 0 0 13,520
WESTROCK CO COM 96145D105   1,613,792 55,514 SH   DFND 1 0 0 55,514
XBIOTECH INC COM 98400H102   59,400 10,000 SH   DFND 1 0 0 10,000
ZOETIS INC CL A 98978V103   282,424 1,640 SH   DFND 1 0 0 1,640