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

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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   25,149,768 166,632 SH   DFND 1 0 166,632 0
AMAZON COM INC COM 023135106   4,550,266 25,226 SH   DFND 1 0 25,226 0
AUTOLIV INC COM 052800109   5,970,197 49,574 SH   DFND 1 0 49,574 0
BORGWARNER INC COM 099724106   4,689,657 134,993 SH   DFND 1 0 134,993 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,598,176 9,800 SH   DFND 1 0 9,800 0
DOORDASH INC CL A 25809K105   6,348,892 46,100 SH   DFND 1 0 46,100 0
EBAY INC. COM 278642103   4,587,004 86,908 SH   DFND 1 0 86,908 0
FERRARI N V COM N3167Y103   3,182,362 7,300 SH   DFND 1 0 7,300 0
GENERAL MTRS CO COM 37045V100   20,534,571 452,802 SH   DFND 1 0 452,802 0
MAPLEBEAR INC COM 565394103   8,380,219 224,731 SH   DFND 1 0 224,731 0
MARVELL TECHNOLOGY INC COM 573874104   10,705,928 151,043 SH   DFND 1 0 151,043 0
MATCH GROUP INC NEW COM 57667L107   2,179,702 60,080 SH   DFND 1 0 60,080 0
META PLATFORMS INC CL A 30303M102   12,833,394 26,429 SH   DFND 1 0 26,429 0
MICRON TECHNOLOGY INC COM 595112103   18,098,355 153,519 SH   DFND 1 0 153,519 0
MICROSOFT CORP COM 594918104   4,933,783 11,727 SH   DFND 1 0 11,727 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   1,252,500 38,958 SH   DFND 1 0 38,958 0
NVIDIA CORPORATION COM 67066G104   57,445,634 63,577 SH   DFND 1 0 63,577 0
NXP SEMICONDUCTORS N V COM N6596X109   13,375,368 53,983 SH   DFND 1 0 53,983 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   4,715,355 430,626 SH   DFND 1 0 430,626 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,230,700 10,000 SH   DFND 1 0 10,000 0
STELLANTIS N.V SHS N82405106   4,657,897 164,590 SH   DFND 1 0 164,590 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,380,168 54,246 SH   DFND 1 0 54,246 0
TEXAS INSTRS INC COM 882508104   9,651,234 55,400 SH   DFND 1 0 55,400 0
VISTEON CORP COM NEW 92839U206   5,306,446 45,119 SH   DFND 1 0 45,119 0