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
AES CORP COM 00130H105 52,501 3,623,275 SH   DFND 1, 2 1,493,661 0 2,129,614
ABBOTT LABS COM 002824100 56,441 617,318 SH   DFND 1, 2 341,270 0 276,048
ABBVIE INC COM 00287Y109 4,788 48,768 SH   DFND 1, 2 48,768 0 0
ACTIVISION BLIZZARD INC COM 00507V109 87,033 1,146,679 SH   DFND 1, 2 641,968 0 504,711
ADOBE INC COM 00724F101 81,349 186,875 SH   DFND 1, 2 86,174 0 100,701
ADVANCED MICRO DEVICES INC COM 007903107 7,379 140,259 SH   DFND 1, 2 112,291 0 27,968
AGIOS PHARMACEUTICALS INC COM 00847X104 5,248 98,137 SH   DFND 1, 2 81,590 0 16,547
AIR LEASE CORP CL A 00912X302 2,042 69,709 SH   DFND 1, 2 69,709 0 0
AIR PRODS & CHEMS INC COM 009158106 39,804 164,846 SH   DFND 1, 2 41,536 0 123,310
ALLAKOS INC COM 01671P100 12,671 176,331 SH   DFND 1, 2 54,191 0 122,140
ALLEGHENY TECHNOLOGIES INC COM 01741R102 30,781 3,020,682 SH   DFND 1, 2 1,149,282 0 1,871,400
ALLOGENE THERAPEUTICS INC COM 019770106 19,193 448,216 SH   DFND 1, 2 140,057 0 308,159
ALPHABET INC CAP STK CL C 02079K107 139,478 98,668 SH   DFND 1, 2 50,309 0 48,359
ALPHABET INC CAP STK CL A 02079K305 49,645 35,009 SH   DFND 1, 2 23,129 0 11,880
ALTERYX INC COM CL A 02156B103 8,259 50,271 SH   DFND 1, 2 39,976 0 10,295
ALTICE USA INC CL A 02156K103 1,147 50,905 SH   DFND 1, 2 41,220 0 9,685
ALTRIA GROUP INC COM 02209S103 1,024 26,090 SH   DFND 1, 2 26,090 0 0
AMAZON COM INC COM 023135106 241,311 87,469 SH   DFND 1, 2 56,053 0 31,416
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 69,057 5,441,875 SH   DFND 1, 2 4,936,098 0 505,777
AMERICAN TOWER CORP NEW COM 03027X100 64,982 251,344 SH   DFND 1, 2 120,192 0 131,152
AMETEK INC COM 031100100 36,744 411,144 SH   DFND 1, 2 146,915 0 264,229
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 4,438 150,488 SH   DFND 1, 2 133,587 0 16,901
ANTHEM INC COM 036752103 39,104 148,695 SH   DFND 1, 2 65,615 0 83,080
APPLE INC COM 037833100 85,313 233,863 SH   DFND 1, 2 147,041 0 86,822
APPLIED MATLS INC COM 038222105 1,517 25,093 SH   DFND 1, 2 20,332 0 4,761
ARCOSA INC COM 039653100 35,319 836,952 SH   DFND 1, 2 258,761 0 578,191
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 2,586 65,145 SH   DFND 1, 2 65,145 0 0
ARMSTRONG WORLD INDS INC COM 04247X102 2,195 28,157 SH   DFND 1, 2 28,157 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 1,801 34,048 SH   DFND 1, 2 32,407 0 1,641
AUTODESK INC COM 052769106 9,591 40,099 SH   DFND 1, 2 31,645 0 8,454
AZUL S A SPONSR ADR PFD 05501U106 5,796 518,407 SH   DFND 1, 2 518,407 0 0
BAKER HUGHES COMPANY CL A 05722G100 4,450 289,172 SH   DFND 1, 2 230,368 0 58,804
BK OF AMERICA CORP COM 060505104 3,185 134,102 SH   DFND 1, 2 113,126 0 20,976
BANK NEW YORK MELLON CORP COM 064058100 1,623 41,983 SH   DFND 1, 2 40,242 0 1,741
BARRICK GOLD CORPORATION COM 067901108 2,642 98,081 SH   DFND 1, 2 76,718 0 21,363
BAXTER INTL INC COM 071813109 243 2,818 SH   DFND 1, 2 2,323 0 495
BEIGENE LTD SPONSORED ADR 07725L102 209,829 1,113,742 SH   DFND 1, 2 1,004,098 0 109,644
BERKSHIRE HATHAWAY INC DEL CL A 084670108 4,277 16 SH   DFND 1, 2 16 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,952 16,539 SH   DFND 1, 2 16,539 0 0
BLACKROCK INC COM 09247X101 14,409 26,483 SH   DFND 1, 2 21,322 0 5,161
BLACKSTONE GROUP INC COM CL A 09260D107 3,167 55,900 SH   DFND 1, 2 55,900 0 0
BLUEBIRD BIO INC COM 09609G100 261 4,279 SH   DFND 1, 2 3,701 0 578
BOEING CO COM 097023105 4,611 25,157 SH   DFND 1, 2 20,500 0 4,657
BOOKING HOLDINGS INC COM 09857L108 30,971 19,450 SH   DFND 1, 2 10,976 0 8,474
BOSTON SCIENTIFIC CORP COM 101137107 21,301 606,707 SH   DFND 1, 2 486,228 0 120,479
BROADCOM INC COM 11135F101 127,197 403,020 SH   DFND 1, 2 238,162 0 164,858
CDK GLOBAL INC COM 12508E101 38,342 925,694 SH   DFND 1, 2 384,507 0 541,187
CF INDS HLDGS INC COM 125269100 419 14,905 SH   DFND 1, 2 13,667 0 1,238
CME GROUP INC COM 12572Q105 44,119 271,436 SH   DFND 1, 2 164,605 0 106,831
CMS ENERGY CORP COM 125896100 648 11,092 SH   DFND 1, 2 10,942 0 150
CSX CORP COM 126408103 38,512 552,221 SH   DFND 1, 2 225,053 0 327,168
CABLE ONE INC COM 12685J105 45,298 25,522 SH   DFND 1, 2 9,767 0 15,755
CANADIAN NATL RY CO COM 136375102 37,738 426,573 SH   DFND 1, 2 378,213 0 48,360
CANADIAN NAT RES LTD COM 136385101 2,631 151,753 SH   DFND 1, 2 134,872 0 16,881
CATERPILLAR INC DEL COM 149123101 15,989 126,395 SH   DFND 1, 2 39,996 0 86,399
CELANESE CORP DEL COM 150870103 7,446 86,242 SH   DFND 1, 2 84,139 0 2,103
CELLECTIS S A SPON ADS 15117K103 17,579 987,600 SH   DFND 1, 2 851,100 0 136,500
CENTENE CORP DEL COM 15135B101 39,428 620,419 SH   DFND 1, 2 218,316 0 402,103
CENTERPOINT ENERGY INC COM 15189T107 35,421 1,897,195 SH   DFND 1, 2 587,287 0 1,309,908
CHARTER COMMUNICATIONS INC N CL A 16119P108 119,272 233,848 SH   DFND 1, 2 88,909 0 144,939
CHEVRON CORP NEW COM 166764100 35,327 395,909 SH   DFND 1, 2 173,609 0 222,300
CHIPOTLE MEXICAN GRILL INC COM 169656105 72,208 68,615 SH   DFND 1, 2 21,992 0 46,623
CHURCH & DWIGHT INC COM 171340102 48,796 631,259 SH   DFND 1, 2 234,289 0 396,970
CLOROX CO DEL COM 189054109 734 3,345 SH   DFND 1, 2 3,345 0 0
COCA COLA CO COM 191216100 595 13,310 SH   DFND 1, 2 13,310 0 0
COLGATE PALMOLIVE CO COM 194162103 3,600 49,145 SH   DFND 1, 2 41,071 0 8,074
COMCAST CORP NEW CL A 20030N101 62,433 1,601,669 SH   DFND 1, 2 625,385 0 976,284
CONCHO RES INC COM 20605P101 22,470 436,319 SH   DFND 1, 2 156,719 0 279,600
CONOCOPHILLIPS COM 20825C104 37,365 889,215 SH   DFND 1, 2 421,966 0 467,249
CONSTELLATION BRANDS INC CL A 21036P108 19,354 110,626 SH   DFND 1, 2 26,248 0 84,378
COSTCO WHSL CORP NEW COM 22160K105 63,163 208,314 SH   DFND 1, 2 113,791 0 94,523
CREE INC COM 225447101 5,911 99,860 SH   DFND 1, 2 96,064 0 3,796
CROWN CASTLE INTL CORP NEW COM 22822V101 40,959 244,748 SH   DFND 1, 2 98,606 0 146,142
CROWN CASTLE INTL CORP NEW 6.875% CON PFD A 22822V309 1,211 815 SH   DFND 1, 2 815 0 0
DANAHER CORPORATION COM 235851102 83,121 470,063 SH   DFND 1, 2 252,444 0 217,619
DEERE & CO COM 244199105 36,470 232,072 SH   DFND 1, 2 115,041 0 117,031
DELL TECHNOLOGIES INC CL C 24703L202 2,962 53,911 SH   DFND 1, 2 44,384 0 9,527
DIAGEO P L C SPON ADR NEW 25243Q205 321 2,388 SH   DFND 1, 2 1,942 0 446
DIGITAL RLTY TR INC COM 253868103 3,702 26,053 SH   DFND 1, 2 22,946 0 3,107
DOMINOS PIZZA INC COM 25754A201 2,148 5,814 SH   DFND 1, 2 4,602 0 1,212
DOW INC COM 260557103 4,191 102,819 SH   DFND 1, 2 85,252 0 17,567
DUPONT DE NEMOURS INC COM 26614N102 3,292 61,963 SH   DFND 1, 2 50,441 0 11,522
EOG RES INC COM 26875P101 49,760 982,232 SH   DFND 1, 2 498,531 0 483,701
EAST WEST BANCORP INC COM 27579R104 776 21,425 SH   DFND 1, 2 21,425 0 0
EDISON INTL COM 281020107 35,207 648,259 SH   DFND 1, 2 209,559 0 438,700
EDWARDS LIFESCIENCES CORP COM 28176E108 52,303 756,812 SH   DFND 1, 2 353,411 0 403,401
ENBRIDGE INC COM 29250N105 47,558 1,564,155 SH   DFND 1, 2 1,366,993 0 197,162
ENEL AMERICAS S A SPONSORED ADR 29274F104 1,950 259,697 SH   DFND 1, 2 259,697 0 0
EQUIFAX INC COM 294429105 65,732 382,428 SH   DFND 1, 2 162,951 0 219,477
EQUINIX INC COM 29444U700 84,586 120,442 SH   DFND 1, 2 55,603 0 64,839
EQUITRANS MIDSTREAM CORP COM 294600101 15,512 1,866,696 SH   DFND 1, 2 643,891 0 1,222,805
EXELON CORP COM 30161N101 559 15,414 SH   DFND 1, 2 14,314 0 1,100
EXTRA SPACE STORAGE INC COM 30225T102 303 3,285 SH   DFND 1, 2 3,285 0 0
FLIR SYS INC COM 302445101 2,552 62,913 SH   DFND 1, 2 50,917 0 11,996
FACEBOOK INC CL A 30303M102 222,167 978,406 SH   DFND 1, 2 554,179 0 424,227
FISERV INC COM 337738108 41,097 420,986 SH   DFND 1, 2 132,586 0 288,400
FLEETCOR TECHNOLOGIES INC COM 339041105 1,343 5,339 SH   DFND 1, 2 5,339 0 0
GALLAGHER ARTHUR J & CO COM 363576109 206 2,115 SH   DFND 1, 2 1,725 0 390
GAMING & LEISURE PPTYS INC COM 36467J108 821 23,730 SH   DFND 1, 2 23,730 0 0
GENERAL ELECTRIC CO COM 369604103 745 109,080 SH   DFND 1, 2 94,304 0 14,776
GENERAL MLS INC COM 370334104 3,419 55,453 SH   DFND 1, 2 47,413 0 8,040
GENERAL MTRS CO COM 37045V100 1,874 74,065 SH   DFND 1, 2 58,845 0 15,220
GERDAU SA SPON ADR REP PFD 373737105 12,158 4,107,278 SH   DFND 1, 2 3,891,862 0 215,416
GILEAD SCIENCES INC COM 375558103 10,489 136,331 SH   DFND 1, 2 130,645 0 5,686
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 216 5,295 SH   DFND 1, 2 4,330 0 965
GLOBAL PMTS INC COM 37940X102 87,139 513,732 SH   DFND 1, 2 248,481 0 265,251
GODADDY INC CL A 380237107 65,315 890,699 SH   DFND 1, 2 540,958 0 349,741
GOL LINHAS AEREAS INTELIGENT SPON ADR PFD NEW 38045R206 7,906 1,166,100 SH   DFND 1, 2 1,166,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,007 10,156 SH   DFND 1, 2 7,453 0 2,703
HDFC BANK LTD SPONSORED ADS 40415F101 45,067 991,346 SH   DFND 1, 2 725,575 0 265,771
HP INC COM 40434L105 198 11,350 SH   DFND 1, 2 11,350 0 0
HEICO CORP NEW COM 422806109 13,633 136,811 SH   DFND 1, 2 52,076 0 84,735
HEICO CORP NEW CL A 422806208 18,312 225,409 SH   DFND 1, 2 77,794 0 147,615
HENRY JACK & ASSOC INC COM 426281101 47,279 256,907 SH   DFND 1, 2 89,711 0 167,196
HILTON GRAND VACATIONS INC COM 43283X105 39,796 2,035,583 SH   DFND 1, 2 769,954 0 1,265,629
HILTON WORLDWIDE HLDGS INC COM 43300A203 9,975 135,813 SH   DFND 1, 2 125,089 0 10,724
HOME DEPOT INC COM 437076102 7,400 29,540 SH   DFND 1, 2 23,566 0 5,974
HONEYWELL INTL INC COM 438516106 17,695 122,380 SH   DFND 1, 2 101,672 0 20,708
HUAZHU GROUP LTD SPONSORED ADS 44332N106 59,821 1,706,739 SH   DFND 1, 2 1,631,239 0 75,500
HUMANA INC COM 444859102 390 1,005 SH   DFND 1, 2 821 0 184
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 136,832 4,961,260 SH   DFND 1, 2 4,504,582 0 456,678
HUYA INC ADS REP SHS A 44852D108 32,215 1,725,495 SH   DFND 1, 2 1,514,580 0 210,915
ICICI BANK LIMITED ADR 45104G104 45,942 4,945,280 SH   DFND 1, 2 4,385,813 0 559,467
IDEX CORP COM 45167R104 6,281 39,741 SH   DFND 1, 2 32,115 0 7,626
IDEXX LABS INC COM 45168D104 9,436 28,580 SH   DFND 1, 2 22,995 0 5,585
INCYTE CORP COM 45337C102 18,386 176,842 SH   DFND 1, 2 153,873 0 22,969
INFOSYS LTD SPONSORED ADR 456788108 1,480 153,207 SH   DFND 1, 2 112,636 0 40,571
INSULET CORP COM 45784P101 10,478 53,938 SH   DFND 1, 2 42,913 0 11,025
INTEL CORP COM 458140100 48,961 818,333 SH   DFND 1, 2 413,718 0 404,615
INTERCONTINENTAL EXCHANGE IN COM 45866F104 82,748 903,367 SH   DFND 1, 2 466,745 0 436,622
INTUITIVE SURGICAL INC COM NEW 46120E602 32,696 57,378 SH   DFND 1, 2 45,900 0 11,478
IRIDIUM COMMUNICATIONS INC COM 46269C102 2,590 101,808 SH   DFND 1, 2 101,808 0 0
JPMORGAN CHASE & CO COM 46625H100 109,684 1,166,106 SH   DFND 1, 2 638,861 0 527,245
KLA CORP COM NEW 482480100 3,027 15,567 SH   DFND 1, 2 15,347 0 220
KT CORP SPONSORED ADR 48268K101 710 72,900 SH   DFND 1, 2 72,900 0 0
KARUNA THERAPEUTICS INC COM 48576A100 25,820 231,656 SH   DFND 1, 2 72,856 0 158,800
KRAFT HEINZ CO COM 500754106 32,017 1,003,989 SH   DFND 1, 2 317,591 0 686,398
L3HARRIS TECHNOLOGIES INC COM 502431109 42,573 250,914 SH   DFND 1, 2 78,546 0 172,368
LAS VEGAS SANDS CORP COM 517834107 2,213 48,590 SH   DFND 1, 2 48,590 0 0
LAUDER ESTEE COS INC CL A 518439104 36,408 192,960 SH   DFND 1, 2 69,017 0 123,943
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 85,927 2,018,956 SH   DFND 1, 2 2,018,956 0 0
LENNOX INTL INC COM 526107107 5,170 22,191 SH   DFND 1, 2 17,897 0 4,294
LILLY ELI & CO COM 532457108 8,338 50,788 SH   DFND 1, 2 48,660 0 2,128
LOCKHEED MARTIN CORP COM 539830109 744 2,038 SH   DFND 1, 2 2,038 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 12,189 2,861,256 SH   DFND 1, 2 2,861,256 0 0
MSCI INC COM 55354G100 44,804 134,216 SH   DFND 1, 2 40,421 0 93,795
MARSH & MCLENNAN COS INC COM 571748102 56,501 526,229 SH   DFND 1, 2 184,639 0 341,590
MARRIOTT INTL INC NEW CL A 571903202 1,081 12,605 SH   DFND 1, 2 9,965 0 2,640
MASTERCARD INCORPORATED CL A 57636Q104 44,651 151,002 SH   DFND 1, 2 120,820 0 30,182
MELCO RESORTS AND ENTMNT LTD ADR 585464100 3,549 228,668 SH   DFND 1, 2 184,910 0 43,758
MERCADOLIBRE INC COM 58733R102 66,951 67,917 SH   DFND 1, 2 57,295 0 10,622
MERCK & CO. INC COM 58933Y105 8,800 113,804 SH   DFND 1, 2 109,598 0 4,206
METLIFE INC COM 59156R108 348 9,517 SH   DFND 1, 2 9,319 0 198
METTLER TOLEDO INTERNATIONAL COM 592688105 3,285 4,078 SH   DFND 1, 2 3,540 0 538
MICROSOFT CORP COM 594918104 258,695 1,271,164 SH   DFND 1, 2 732,048 0 539,116
MICRON TECHNOLOGY INC COM 595112103 74,500 1,446,050 SH   DFND 1, 2 540,533 0 905,517
MOLSON COORS BEVERAGE CO CL B 60871R209 29,919 870,743 SH   DFND 1, 2 206,608 0 664,135
MONDELEZ INTL INC CL A 609207105 15,595 305,000 SH   DFND 1, 2 257,841 0 47,159
MOODYS CORP COM 615369105 87,667 319,101 SH   DFND 1, 2 175,732 0 143,369
MORGAN STANLEY COM NEW 617446448 2,197 45,489 SH   DFND 1, 2 33,888 0 11,601
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,315 23,654 SH   DFND 1, 2 19,360 0 4,294
NASDAQ INC COM 631103108 35,990 301,247 SH   DFND 1, 2 95,217 0 206,030
NETAPP INC COM 64110D104 6,986 157,453 SH   DFND 1, 2 149,710 0 7,743
NETFLIX INC COM 64110L106 131,638 289,288 SH   DFND 1, 2 155,797 0 133,491
NEUROCRINE BIOSCIENCES INC COM 64125C109 59,715 489,464 SH   DFND 1, 2 167,829 0 321,635
NEWMONT CORP COM 651639106 7,769 125,836 SH   DFND 1, 2 120,187 0 5,649
NIKE INC CL B 654106103 58,373 595,339 SH   DFND 1, 2 326,549 0 268,790
NORFOLK SOUTHERN CORP COM 655844108 1,162 6,620 SH   DFND 1, 2 6,488 0 132
NORTHROP GRUMMAN CORP COM 666807102 16,553 53,842 SH   DFND 1, 2 50,586 0 3,256
NOVO-NORDISK A S ADR 670100205 234 3,577 SH   DFND 1, 2 2,917 0 660
NUTRIEN LTD COM 67077M108 2,414 75,139 SH   DFND 1, 2 71,565 0 3,574
ON SEMICONDUCTOR CORP COM 682189105 10,653 537,505 SH   DFND 1, 2 498,737 0 38,768
ONECONNECT FINL TECHNOLOGY C SPONSORED ADS 68248T105 46,951 2,571,260 SH   DFND 1, 2 2,571,260 0 0
PG&E CORP COM 69331C108 1,524 171,829 SH   DFND 1, 2 171,829 0 0
PNC FINL SVCS GROUP INC COM 693475105 647 6,146 SH   DFND 1, 2 6,146 0 0
PARK HOTELS RESORTS INC COM 700517105 33,803 3,417,861 SH   DFND 1, 2 1,060,661 0 2,357,200
PAYCHEX INC COM 704326107 620 8,190 SH   DFND 1, 2 8,190 0 0
PAYPAL HLDGS INC COM 70450Y103 36,027 206,777 SH   DFND 1, 2 165,132 0 41,645
PEPSICO INC COM 713448108 2,766 20,917 SH   DFND 1, 2 17,827 0 3,090
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 96,822 11,707,595 SH   DFND 1, 2 11,113,670 0 593,925
PFIZER INC COM 717081103 9,775 298,922 SH   DFND 1, 2 241,985 0 56,937
PHILIP MORRIS INTL INC COM 718172109 59,007 842,231 SH   DFND 1, 2 360,292 0 481,939
PINTEREST INC CL A 72352L106 2,821 127,256 SH   DFND 1, 2 127,256 0 0
PROCTER AND GAMBLE CO COM 742718109 740 6,187 SH   DFND 1, 2 5,385 0 802
PUBLIC STORAGE COM 74460D109 833 4,340 SH   DFND 1, 2 4,340 0 0
QUALCOMM INC COM 747525103 1,080 11,838 SH   DFND 1, 2 11,838 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 391 6,346 SH   DFND 1, 2 6,146 0 200
REGENERON PHARMACEUTICALS COM 75886F107 22,328 35,802 SH   DFND 1, 2 28,577 0 7,225
RESTAURANT BRANDS INTL INC COM 76131D103 5,142 94,130 SH   DFND 1, 2 75,208 0 18,922
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 27,901 420,571 SH   DFND 1, 2 360,211 0 60,360
S&P GLOBAL INC COM 78409V104 1,339 4,065 SH   DFND 1, 2 4,065 0 0
SVB FINANCIAL GROUP COM 78486Q101 35,984 166,957 SH   DFND 1, 2 66,283 0 100,674
SVMK INC COM 78489X103 57,177 2,428,949 SH   DFND 1, 2 798,624 0 1,630,325
SAGE THERAPEUTICS INC COM 78667J108 881 21,177 SH   DFND 1, 2 21,177 0 0
SCHLUMBERGER LTD COM 806857108 9,331 507,401 SH   DFND 1, 2 448,878 0 58,523
SEA LTD SPONSORED ADS 81141R100 3,838 35,785 SH   DFND 1, 2 35,785 0 0
SEATTLE GENETICS INC COM 812578102 177,687 1,045,709 SH   DFND 1, 2 500,836 0 544,873
SEMPRA ENERGY COM 816851109 16,442 140,255 SH   DFND 1, 2 130,373 0 9,882
SEMPRA ENERGY 6% PFD CONV A 816851406 695 7,113 SH   DFND 1, 2 7,113 0 0
SERVICENOW INC COM 81762P102 80,298 198,238 SH   DFND 1, 2 103,249 0 94,989
SHERWIN WILLIAMS CO COM 824348106 36,695 63,503 SH   DFND 1, 2 33,071 0 30,432
SHOPIFY INC CL A 82509L107 25,457 26,819 SH   DFND 1, 2 21,388 0 5,431
SMARTSHEET INC COM CL A 83200N103 9,215 180,964 SH   DFND 1, 2 143,928 0 37,036
SNAP INC CL A 83304A106 2,517 107,169 SH   DFND 1, 2 86,726 0 20,443
SYSCO CORP COM 871829107 2,284 41,778 SH   DFND 1, 2 41,778 0 0
TFI INTL INC COM 87241L109 303 8,600 SH   DFND 1, 2 7,900 0 700
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 115,646 2,037,105 SH   DFND 1, 2 1,443,571 0 593,534
TC ENERGY CORP COM 87807B107 7,059 165,298 SH   DFND 1, 2 150,837 0 14,461
TELADOC HEALTH INC COM 87918A105 307 1,609 SH   DFND 1, 2 1,076 0 533
TESLA INC COM 88160R101 93,358 86,458 SH   DFND 1, 2 69,241 0 17,217
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 7,082 574,340 SH   DFND 1, 2 488,706 0 85,634
TEXAS INSTRS INC COM 882508104 3,501 27,570 SH   DFND 1, 2 23,793 0 3,777
THERMO FISHER SCIENTIFIC INC COM 883556102 24,102 66,519 SH   DFND 1, 2 53,349 0 13,170
TRANSDIGM GROUP INC COM 893641100 49,451 111,868 SH   DFND 1, 2 52,830 0 59,038
TRIMBLE INC COM 896239100 65,838 1,524,384 SH   DFND 1, 2 761,546 0 762,838
TRINITY INDS INC COM 896522109 2,678 125,783 SH   DFND 1, 2 125,783 0 0
TRIP COM GROUP LTD ADS 89677Q107 56,357 2,174,286 SH   DFND 1, 2 2,040,926 0 133,360
TRUIST FINL CORP COM 89832Q109 1,755 46,726 SH   DFND 1, 2 45,526 0 1,200
TWILIO INC CL A 90138F102 530 2,417 SH   DFND 1, 2 1,950 0 467
UBER TECHNOLOGIES INC COM 90353T100 1,475 47,470 SH   DFND 1, 2 38,720 0 8,750
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 37,378 477,858 SH   DFND 1, 2 217,350 0 260,508
UNION PAC CORP COM 907818108 407 2,407 SH   DFND 1, 2 2,262 0 145
UNITEDHEALTH GROUP INC COM 91324P102 65,936 223,550 SH   DFND 1, 2 98,580 0 124,970
VALE S A SPONSORED ADS 91912E105 99,486 9,649,420 SH   DFND 1, 2 8,039,537 0 1,609,883
VERISIGN INC COM 92343E102 24,117 116,603 SH   DFND 1, 2 49,819 0 66,784
VERIZON COMMUNICATIONS INC COM 92343V104 3,613 65,544 SH   DFND 1, 2 64,856 0 688
VERTEX PHARMACEUTICALS INC COM 92532F100 59,270 204,161 SH   DFND 1, 2 114,631 0 89,530
VICI PPTYS INC COM 925652109 1,708 84,590 SH   DFND 1, 2 84,590 0 0
VISA INC COM CL A 92826C839 150,294 778,040 SH   DFND 1, 2 466,120 0 311,920
WABTEC COM 929740108 33,163 576,049 SH   DFND 1, 2 257,971 0 318,078
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,786 42,131 SH   DFND 1, 2 36,018 0 6,113
WASTE CONNECTIONS INC COM 94106B101 56,624 603,736 SH   DFND 1, 2 211,706 0 392,030
WASTE MGMT INC DEL COM 94106L109 252 2,379 SH   DFND 1, 2 1,891 0 488
WHEATON PRECIOUS METALS CORP COM 962879102 4,602 104,679 SH   DFND 1, 2 99,179 0 5,500
WORKDAY INC CL A 98138H101 1,733 9,249 SH   DFND 1, 2 7,214 0 2,035
WYNN RESORTS LTD COM 983134107 22,317 299,591 SH   DFND 1, 2 71,991 0 227,600
YUM BRANDS INC COM 988498101 42,152 485,003 SH   DFND 1, 2 196,705 0 288,298
ZENDESK INC COM 98936J101 4,295 48,517 SH   DFND 1, 2 38,154 0 10,363
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,103 17,615 SH   DFND 1, 2 17,615 0 0
ZOETIS INC CL A 98978V103 16,865 123,069 SH   DFND 1, 2 98,564 0 24,505
AON PLC SHS CL A G0403H108 87,011 451,770 SH   DFND 1, 2 149,969 0 301,801
ARCH CAP GROUP LTD ORD G0450A105 3,865 134,910 SH   DFND 1, 2 107,420 0 27,490
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 78,364 1,071,866 SH   DFND 1, 2 410,339 0 661,527
CREDICORP LTD COM G2519Y108 29,324 219,374 SH   DFND 1, 2 202,545 0 16,829
DESPEGAR COM CORP ORD SHS G27358103 5,174 720,600 SH   DFND 1, 2 720,600 0 0
EVEREST RE GROUP LTD COM G3223R108 6,132 29,738 SH   DFND 1, 2 26,839 0 2,899
GENPACT LIMITED SHS G3922B107 3,476 95,174 SH   DFND 1, 2 95,174 0 0
LINDE PLC SHS G5494J103 12,886 60,752 SH   DFND 1, 2 50,129 0 10,623
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,549 155,120 SH   DFND 1, 2 155,120 0 0
NOVOCURE LTD ORD SHS G6674U108 4,065 68,548 SH   DFND 1, 2 60,715 0 7,833
RENAISSANCERE HOLDINGS LTD COM G7496G103 47,958 280,409 SH   DFND 1, 2 100,279 0 180,130
ROYALTY PHARMA PLC SHS CL A G7709Q104 27,314 562,600 SH   DFND 1, 2 122,500 0 440,100
WILLIS TOWERS WATSON PLC LTD SHS G96629103 2,229 11,317 SH   DFND 1, 2 8,787 0 2,530
CHUBB LIMITED COM H1467J104 56,432 445,679 SH   DFND 1, 2 224,556 0 221,123
UBS GROUP AG SHS H42097107 18,589 1,615,196 SH   DFND 1, 2 1,457,080 0 158,116
LOGITECH INTL S A SHS H50430232 29,028 444,595 SH   DFND 1, 2 376,030 0 68,565
TE CONNECTIVITY LTD REG SHS H84989104 7,753 95,069 SH   DFND 1, 2 77,273 0 17,796
NEXA RES S A COM L67359106 7,837 1,180,200 SH   DFND 1, 2 1,180,200 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 9,241 35,792 SH   DFND 1, 2 35,335 0 457
ASML HOLDING N V N Y REGISTRY SHS N07059210 177,973 483,582 SH   DFND 1, 2 267,340 0 216,242
ELASTIC N V ORD SHS N14506104 2,690 29,168 SH   DFND 1, 2 28,968 0 200
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,438 82,743 SH   DFND 1, 2 72,137 0 10,606
YANDEX N V SHS CLASS A N97284108 155,904 3,116,824 SH   DFND 1, 2 2,782,372 0 334,452
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 30,303 602,447 SH   DFND 1, 2 220,502 0 381,945