The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 24,595,428 | 149,899 | SH | DFND | 1 | 0 | 149,899 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,357,865 | 50,222 | SH | DFND | 1 | 0 | 50,222 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 12,822,771 | 55,710 | SH | DFND | 1 | 0 | 55,710 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 7,731,947 | 213,060 | SH | DFND | 1 | 0 | 213,060 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 23,951,970 | 138,852 | SH | DFND | 1 | 0 | 138,852 | 0 | ||
| COHERENT CORP | COM | 19247G107 | 25,133,079 | 282,680 | SH | DFND | 1 | 0 | 282,680 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 983,882 | 8,300 | SH | DFND | 1 | 0 | 8,300 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 5,732,037 | 40,160 | SH | DFND | 1 | 0 | 40,160 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 7,226,821 | 81,100 | SH | DFND | 1 | 0 | 81,100 | 0 | ||
| FORD MTR CO | COM | 345370860 | 8,251,309 | 781,374 | SH | DFND | 1 | 0 | 781,374 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 3,529,222 | 78,707 | SH | DFND | 1 | 0 | 78,707 | 0 | ||
| ISHARES TR | EXPANDED TECH | 464287515 | 3,056,454 | 34,200 | SH | DFND | 1 | 0 | 34,200 | 0 | ||
| LUCID GROUP INC | COM | 549498103 | 3,208,766 | 908,999 | SH | DFND | 1 | 0 | 908,999 | 0 | ||
| MAPLEBEAR INC | COM | 565394103 | 8,870,565 | 217,736 | SH | DFND | 1 | 0 | 217,736 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 1,976,088 | 27,400 | SH | DFND | 1 | 0 | 27,400 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 8,896,290 | 15,541 | SH | DFND | 1 | 0 | 15,541 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 9,595,690 | 22,300 | SH | DFND | 1 | 0 | 22,300 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 13,121,495 | 18,500 | SH | DFND | 1 | 0 | 18,500 | 0 | ||
| NUCOR CORP | COM | 670346105 | 4,419,996 | 29,400 | SH | DFND | 1 | 0 | 29,400 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 42,044,107 | 346,213 | SH | DFND | 1 | 0 | 346,213 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 2,446,957 | 33,700 | SH | DFND | 1 | 0 | 33,700 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 3,864,502 | 22,679 | SH | DFND | 1 | 0 | 22,679 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 4,223,156 | 95,417 | SH | DFND | 1 | 0 | 95,417 | 0 | ||
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 8,817,165 | 80,500 | SH | DFND | 1 | 0 | 80,500 | 0 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 2,004,672 | 15,900 | SH | DFND | 1 | 0 | 15,900 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 32,453,713 | 186,870 | SH | DFND | 1 | 0 | 186,870 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 2,418,712 | 46,300 | SH | DFND | 1 | 0 | 46,300 | 0 | ||
| TESLA INC | COM | 88160R101 | 2,093,040 | 8,000 | SH | DFND | 1 | 0 | 8,000 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 10,607,783 | 51,352 | SH | DFND | 1 | 0 | 51,352 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 9,980,496 | 132,790 | SH | DFND | 1 | 0 | 132,790 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 1,081,260 | 11,353 | SH | DFND | 1 | 0 | 11,353 | 0 | ||
| XPENG INC | ADS | 98422D105 | 1,159,536 | 95,200 | SH | DFND | 1 | 0 | 95,200 | 0 | ||