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   518,985 2,850 SH   DFND 1 2,850 0 0
ABRDN HEALTHCARE INVESTORS SH BEN INT 87911J103   1,631,458 96,765 SH   DFND 1 96,765 0 0
ABRDN LIFE SCIENCES INVESTOR SH BEN INT 87911K100   1,630,693 119,640 SH   DFND 1 119,640 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   739,915 9,340 SH   DFND 1 9,340 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   5,873,653 16,946 SH   DFND 1 16,946 0 0
ALPHABET INC CAP STK CL C 02079K107   42,084,664 276,400 SH   DFND 1 276,400 0 0
AMAZON COM INC COM 023135106   38,700,529 214,550 SH   DFND 1 214,550 0 0
AMPHENOL CORP NEW CL A 032095101   4,060,320 35,200 SH   DFND 1 35,200 0 0
APPLE INC COM 037833100   20,092,312 117,170 SH   DFND 1 117,170 0 0
ARGENX SE SPONSORED ADR 04016X101   352,379 895 SH   DFND 1 895 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   29,358,658 30,252 SH   DFND 1 30,252 0 0
AT&T INC COM 00206R102   922,240 52,400 SH   DFND 1 52,400 0 0
AUTOLIV INC COM 052800109   1,716,127 14,250 SH   DFND 1 14,250 0 0
B2GOLD CORP COM 11777Q209   155,556 59,600 SH   DFND 1 59,600 0 0
BANK AMERICA CORP COM 060505104   910,080 24,000 SH   DFND 1 24,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,001,255 4,759 SH   DFND 1 4,759 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   9,516,600 15 SH   DFND 1 15 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   312,677 3,580 SH   DFND 1 3,580 0 0
BLACKROCK HEALTH SCIENCES TE COM SHS 09260E105   786,720 48,000 SH   DFND 1 48,000 0 0
BLUE BIRD CORP COM 095306106   623,523 16,263 SH   DFND 1 16,263 0 0
BOEING CO COM 097023105   15,185,418 78,685 SH   DFND 1 78,685 0 0
BOOKING HOLDINGS INC COM 09857L108   3,555,322 980 SH   DFND 1 980 0 0
BOSTON SCIENTIFIC CORP COM 101137107   616,410 9,000 SH   DFND 1 9,000 0 0
BOWLERO CORP CL A COM 10258P102   1,947,003 142,117 SH   DFND 1 142,117 0 0
BROADCOM INC COM 11135F101   11,780,244 8,888 SH   DFND 1 8,888 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   25,188,862 1,541,546 SH   DFND 1 1,541,546 0 0
CHART INDS INC COM 16115Q308   535,011 3,248 SH   DFND 1 3,248 0 0
CHENIERE ENERGY INC COM NEW 16411R208   3,654,927 22,662 SH   DFND 1 22,662 0 0
CHESAPEAKE ENERGY CORP COM 165167735   12,501,579 140,736 SH   DFND 1 140,736 0 0
CHEVRON CORP NEW COM 166764100   1,041,084 6,600 SH   DFND 1 6,600 0 0
CISCO SYS INC COM 17275R102   573,965 11,500 SH   DFND 1 11,500 0 0
COCA COLA CO COM 191216100   3,251,717 53,150 SH   DFND 1 53,150 0 0
COMCAST CORP NEW CL A 20030N101   1,829,370 42,200 SH   DFND 1 42,200 0 0
D R HORTON INC COM 23331A109   8,543,436 51,920 SH   DFND 1 51,920 0 0
DEXCOM INC COM 252131107   14,196,916 102,357 SH   DFND 1 102,357 0 0
DIAMONDBACK ENERGY INC COM 25278X109   3,302,701 16,666 SH   DFND 1 16,666 0 0
DOW INC COM 260557103   990,603 17,100 SH   DFND 1 17,100 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   14,474,982 318,762 SH   DFND 1 318,762 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   3,858,729 39,900 SH   DFND 1 39,900 0 0
ECOLAB INC COM 278865100   13,865,314 60,049 SH   DFND 1 60,049 0 0
ELEVANCE HEALTH INC COM 036752103   12,089,242 23,314 SH   DFND 1 23,314 0 0
ELI LILLY & CO COM 532457108   20,549,813 26,415 SH   DFND 1 26,415 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   631,048 23,688 SH   DFND 1 23,688 0 0
ENCOMPASS HEALTH CORP COM 29261A100   13,147,066 159,204 SH   DFND 1 159,204 0 0
EVEREST GROUP LTD COM G3223R108   13,037,603 32,799 SH   DFND 1 32,799 0 0
EXELON CORP COM 30161N101   4,534,699 120,700 SH   DFND 1 120,700 0 0
EXXON MOBIL CORP COM 30231G102   8,056,827 69,312 SH   DFND 1 69,312 0 0
FERGUSON PLC NEW SHS G3421J106   24,431,396 111,850 SH   DFND 1 111,850 0 0
FREEPORT-MCMORAN INC CL B 35671D857   14,979,114 318,569 SH   DFND 1 318,569 0 0
GENERAL DYNAMICS CORP COM 369550108   21,368,109 75,642 SH   DFND 1 75,642 0 0
GENERAL MLS INC COM 370334104   2,490,932 35,600 SH   DFND 1 35,600 0 0
GILEAD SCIENCES INC COM 375558103   461,475 6,300 SH   DFND 1 6,300 0 0
HCA HEALTHCARE INC COM 40412C101   13,077,711 39,210 SH   DFND 1 39,210 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   4,365,660 78,000 SH   DFND 1 78,000 0 0
HOLOGIC INC COM 436440101   558,194 7,160 SH   DFND 1 7,160 0 0
HOME DEPOT INC COM 437076102   3,108,311 8,103 SH   DFND 1 8,103 0 0
HUMACYTE INC COM 44486Q103   485,978 156,263 SH   DFND 1 156,263 0 0
HUMANA INC COM 444859102   9,631,882 27,780 SH   DFND 1 27,780 0 0
ICF INTL INC COM 44925C103   559,892 3,717 SH   DFND 1 3,717 0 0
ICICI BANK LIMITED ADR 45104G104   11,157,644 422,478 SH   DFND 1 422,478 0 0
ILLINOIS TOOL WKS INC COM 452308109   481,116 1,793 SH   DFND 1 1,793 0 0
IMAX CORP COM 45245E109   516,324 31,931 SH   DFND 1 31,931 0 0
INARI MED INC COM 45332Y109   493,762 10,291 SH   DFND 1 10,291 0 0
INTERNATIONAL PAPER CO COM 460146103   725,772 18,600 SH   DFND 1 18,600 0 0
JOHNSON & JOHNSON COM 478160104   1,275,170 8,061 SH   DFND 1 8,061 0 0
JPMORGAN CHASE & CO COM 46625H100   11,256,860 56,200 SH   DFND 1 56,200 0 0
KINROSS GOLD CORP COM 496902404   154,476 25,200 SH   DFND 1 25,200 0 0
LAM RESEARCH CORP COM 512807108   27,230,192 28,027 SH   DFND 1 28,027 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   6,022,080 91,800 SH   DFND 1 91,800 0 0
LINDE PLC SHS G54950103   5,417,221 11,667 SH   DFND 1 11,667 0 0
LOCKHEED MARTIN CORP COM 539830109   370,719 815 SH   DFND 1 815 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   9,053,333 127,422 SH   DFND 1 127,422 0 0
MCDONALDS CORP COM 580135101   1,513,226 5,367 SH   DFND 1 5,367 0 0
MEDTRONIC PLC SHS G5960L103   1,359,540 15,600 SH   DFND 1 15,600 0 0
MERCK & CO INC COM 58933Y105   15,605,067 118,265 SH   DFND 1 118,265 0 0
MICRON TECHNOLOGY INC COM 595112103   651,814 5,529 SH   DFND 1 5,529 0 0
MICROSOFT CORP COM 594918104   68,765,422 163,447 SH   DFND 1 163,447 0 0
MORGAN STANLEY COM NEW 617446448   1,746,668 18,550 SH   DFND 1 18,550 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   559,736 18,298 SH   DFND 1 18,298 0 0
NOBLE CORP PLC ORD SHS A G65431127   4,906,849 101,193 SH   DFND 1 101,193 0 0
NORTHROP GRUMMAN CORP COM 666807102   13,697,335 28,616 SH   DFND 1 28,616 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   583,818 48,937 SH   DFND 1 48,937 0 0
NVIDIA CORPORATION COM 67066G104   25,145,171 27,829 SH   DFND 1 27,829 0 0
ORTHOFIX MED INC COM 68752M108   1,781,459 122,690 SH   DFND 1 122,690 0 0
PALO ALTO NETWORKS INC COM 697435105   20,272,107 71,348 SH   DFND 1 71,348 0 0
PEPSICO INC COM 713448108   969,555 5,540 SH   DFND 1 5,540 0 0
PROCTER AND GAMBLE CO COM 742718109   8,858,850 54,600 SH   DFND 1 54,600 0 0
PROLOGIS INC. COM 74340W103   1,145,936 8,800 SH   DFND 1 8,800 0 0
PRUDENTIAL FINL INC COM 744320102   387,420 3,300 SH   DFND 1 3,300 0 0
PULTE GROUP INC COM 745867101   6,947,712 57,600 SH   DFND 1 57,600 0 0
REGENERON PHARMACEUTICALS COM 75886F107   688,180 715 SH   DFND 1 715 0 0
ROIVANT SCIENCES LTD SHS G76279101   7,046,570 668,555 SH   DFND 1 668,555 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   13,024,820 93,697 SH   DFND 1 93,697 0 0
RTX CORPORATION COM 75513E101   10,972,125 112,500 SH   DFND 1 112,500 0 0
SCHLUMBERGER LTD COM STK 806857108   1,695,602 30,936 SH   DFND 1 30,936 0 0
SCHWAB CHARLES CORP COM 808513105   14,678,148 202,905 SH   DFND 1 202,905 0 0
SELECT MED HLDGS CORP COM 81619Q105   9,526,918 315,984 SH   DFND 1 315,984 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301   470,213 50,944 SH   DFND 1 50,944 0 0
SERVICENOW INC COM 81762P102   13,123,954 17,214 SH   DFND 1 17,214 0 0
SHARKNINJA INC COM SHS G8068L108   14,228,344 228,421 SH   DFND 1 228,421 0 0
SIMON PPTY GROUP INC NEW COM 828806109   2,128,264 13,600 SH   DFND 1 13,600 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   624,909 7,351 SH   DFND 1 7,351 0 0
SOUTHWESTERN ENERGY CO COM 845467109   12,043,589 1,588,864 SH   DFND 1 1,588,864 0 0
STARBUCKS CORP COM 855244109   1,425,684 15,600 SH   DFND 1 15,600 0 0
STARWOOD PPTY TR INC COM 85571B105   1,941,088 95,479 SH   DFND 1 95,479 0 0
STERLING INFRASTRUCTURE INC COM 859241101   566,993 5,140 SH   DFND 1 5,140 0 0
TECHNIPFMC PLC COM G87110105   573,136 22,825 SH   DFND 1 22,825 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   2,847,430 27,090 SH   DFND 1 27,090 0 0
TRANSDIGM GROUP INC COM 893641100   19,804,128 16,080 SH   DFND 1 16,080 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   16,737,695 2,665,238 SH   DFND 1 2,665,238 0 0
TRIP COM GROUP LTD ADS 89677Q107   7,928,465 180,644 SH   DFND 1 180,644 0 0
UNITEDHEALTH GROUP INC COM 91324P102   677,739 1,370 SH   DFND 1 1,370 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   11,540,595 63,250 SH   DFND 1 63,250 0 0
VALE S A SPONSORED ADS 91912E105   11,332,434 929,650 SH   DFND 1 929,650 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   12,995,012 309,700 SH   DFND 1 309,700 0 0
VICI PPTYS INC COM 925652109   491,535 16,500 SH   DFND 1 16,500 0 0
WYNN RESORTS LTD COM 983134107   1,033,034 10,105 SH   DFND 1 10,105 0 0