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 84,138 3,580,337 SH   DFND 1, 2 1,443,236 0 2,137,101
ABBOTT LABS COM 002824100 67,405 615,629 SH   DFND 1, 2 338,391 0 277,238
ACTIVISION BLIZZARD INC COM 00507V109 68,170 734,197 SH   DFND 1, 2 406,604 0 327,593
ADOBE SYSTEMS INCORPORATED COM 00724F101 97,317 194,588 SH   DFND 1, 2 92,680 0 101,908
ADVANCED MICRO DEVICES INC COM 007903107 15,482 168,816 SH   DFND 1, 2 136,200 0 32,616
AIRBNB INC COM CL A 009066101 3,069 20,904 SH   DFND 1, 2 17,573 0 3,331
AIR LEASE CORP CL A 00912X302 2,627 59,145 SH   DFND 1, 2 59,145 0 0
AIR PRODS & CHEMS INC COM 009158106 45,757 167,473 SH   DFND 1, 2 43,583 0 123,890
ALLAKOS INC COM 01671P100 24,464 174,740 SH   DFND 1, 2 52,600 0 122,140
ALLEGHENY TECHNOLOGIES INC COM 01741R102 50,039 2,983,811 SH   DFND 1, 2 1,112,411 0 1,871,400
ALLOGENE THERAPEUTICS INC COM 019770106 11,303 447,822 SH   DFND 1, 2 140,153 0 307,669
ALPHABET INC CAP STK CL C 02079K107 172,373 98,393 SH   DFND 1, 2 50,277 0 48,116
ALPHABET INC CAP STK CL A 02079K305 63,733 36,364 SH   DFND 1, 2 23,701 0 12,663
ALTERYX INC COM CL A 02156B103 6,067 49,816 SH   DFND 1, 2 40,012 0 9,804
ALTRIA GROUP INC COM 02209S103 954 23,261 SH   DFND 1, 2 23,261 0 0
AMAZON COM INC COM 023135106 261,150 80,183 SH   DFND 1, 2 50,183 0 30,000
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 67,259 4,625,773 SH   DFND 1, 2 4,312,939 0 312,834
AMERICAN EXPRESS CO COM 025816109 4,677 38,685 SH   DFND 1, 2 38,685 0 0
AMERICAN TOWER CORP NEW COM 03027X100 55,568 247,561 SH   DFND 1, 2 116,309 0 131,252
AMETEK INC COM 031100100 49,407 408,529 SH   DFND 1, 2 144,850 0 263,679
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 3,409 150,687 SH   DFND 1, 2 132,128 0 18,559
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 444 6,345 SH   DFND 1, 2 6,345 0 0
ANTHEM INC COM 036752103 42,378 131,981 SH   DFND 1, 2 49,281 0 82,700
APPLE INC COM 037833100 120,660 909,339 SH   DFND 1, 2 560,216 0 349,123
ARCOSA INC COM 039653100 103,019 1,875,460 SH   DFND 1, 2 617,669 0 1,257,791
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 3,065 65,145 SH   DFND 1, 2 65,145 0 0
ARMSTRONG WORLD INDS INC COM 04247X102 2,095 28,157 SH   DFND 1, 2 28,157 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 1,367 27,336 SH   DFND 1, 2 27,336 0 0
AUTODESK INC COM 052769106 12,217 40,010 SH   DFND 1, 2 31,864 0 8,146
AZUL S A SPONSR ADR PFD 05501U106 11,830 518,407 SH   DFND 1, 2 518,407 0 0
BAKER HUGHES COMPANY CL A 05722G100 4,211 201,988 SH   DFND 1, 2 169,560 0 32,428
BK OF AMERICA CORP COM 060505104 14,804 488,436 SH   DFND 1, 2 395,651 0 92,785
BARRICK GOLD CORP COM 067901108 7,117 312,405 SH   DFND 1, 2 280,780 0 31,625
BAXTER INTL INC COM 071813109 4,221 52,608 SH   DFND 1, 2 43,387 0 9,221
BEIGENE LTD SPONSORED ADR 07725L102 256,325 992,010 SH   DFND 1, 2 870,718 0 121,292
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,138 13,533 SH   DFND 1, 2 13,533 0 0
BILL COM HLDGS INC COM 090043100 28,512 208,882 SH   DFND 1, 2 70,282 0 138,600
BLACKROCK INC COM 09247X101 20,426 28,309 SH   DFND 1, 2 22,707 0 5,602
BLACKSTONE GROUP INC COM CL A 09260D107 3,120 48,147 SH   DFND 1, 2 48,147 0 0
BLUEBIRD BIO INC COM 09609G100 223 5,153 SH   DFND 1, 2 4,197 0 956
BOEING CO COM 097023105 6,410 29,946 SH   DFND 1, 2 24,188 0 5,758
BOOKING HOLDINGS INC COM 09857L108 53,350 23,953 SH   DFND 1, 2 14,499 0 9,454
BOSTON SCIENTIFIC CORP COM 101137107 2,947 81,979 SH   DFND 1, 2 67,662 0 14,317
BROADCOM INC COM 11135F101 180,762 412,840 SH   DFND 1, 2 246,373 0 166,467
BURLINGTON STORES INC COM 122017106 48,345 184,840 SH   DFND 1, 2 56,840 0 128,000
CDK GLOBAL INC COM 12508E101 50,379 972,014 SH   DFND 1, 2 428,399 0 543,615
CF INDS HLDGS INC COM 125269100 601 15,532 SH   DFND 1, 2 14,294 0 1,238
CME GROUP INC COM 12572Q105 48,027 263,810 SH   DFND 1, 2 157,549 0 106,261
CMS ENERGY CORP COM 125896100 826 13,533 SH   DFND 1, 2 13,533 0 0
CSX CORP COM 126408103 49,099 541,040 SH   DFND 1, 2 215,265 0 325,775
CABLE ONE INC COM 12685J105 52,944 23,766 SH   DFND 1, 2 8,066 0 15,700
CANADIAN NATL RY CO COM 136375102 74,561 678,213 SH   DFND 1, 2 591,044 0 87,169
CANADIAN NAT RES LTD COM 136385101 3,790 157,747 SH   DFND 1, 2 138,717 0 19,030
CARRIER GLOBAL CORPORATION COM 14448C104 80,926 2,145,439 SH   DFND 1, 2 909,776 0 1,235,663
CATALENT INC COM 148806102 6,652 63,918 SH   DFND 1, 2 51,733 0 12,185
CATERPILLAR INC COM 149123101 6,147 33,769 SH   DFND 1, 2 29,919 0 3,850
CELANESE CORP DEL COM 150870103 10,370 79,809 SH   DFND 1, 2 77,407 0 2,402
CELLECTIS S A SPON ADS 15117K103 25,853 955,387 SH   DFND 1, 2 818,887 0 136,500
CENTENE CORP DEL COM 15135B101 49,921 831,597 SH   DFND 1, 2 311,080 0 520,517
CENTERPOINT ENERGY INC COM 15189T107 40,793 1,885,055 SH   DFND 1, 2 575,147 0 1,309,908
CERIDIAN HCM HLDG INC COM 15677J108 576 5,402 SH   DFND 1, 2 4,042 0 1,360
CHARTER COMMUNICATIONS INC N CL A 16119P108 151,403 228,861 SH   DFND 1, 2 84,251 0 144,610
CHEVRON CORP NEW COM 166764100 33,762 399,781 SH   DFND 1, 2 178,846 0 220,935
CHIPOTLE MEXICAN GRILL INC COM 169656105 93,258 67,251 SH   DFND 1, 2 20,723 0 46,528
CHURCH & DWIGHT INC COM 171340102 50,774 582,065 SH   DFND 1, 2 185,295 0 396,770
CITIGROUP INC COM NEW 172967424 1,923 31,181 SH   DFND 1, 2 25,402 0 5,779
CITIZENS FINL GROUP INC COM 174610105 9,476 264,987 SH   DFND 1, 2 264,987 0 0
CLOROX CO DEL COM 189054109 603 2,988 SH   DFND 1, 2 2,988 0 0
COCA COLA CO COM 191216100 730 13,310 SH   DFND 1, 2 13,310 0 0
COLGATE PALMOLIVE CO COM 194162103 7,875 92,098 SH   DFND 1, 2 74,796 0 17,302
COMCAST CORP NEW CL A 20030N101 83,176 1,587,327 SH   DFND 1, 2 614,961 0 972,366
CONCENTRIX CORP COM 20602D101 1,140 11,553 SH   DFND 1, 2 11,453 0 100
CONCHO RES INC COM 20605P101 25,132 430,717 SH   DFND 1, 2 151,117 0 279,600
CONOCOPHILLIPS COM 20825C104 38,835 971,118 SH   DFND 1, 2 496,165 0 474,953
CONSTELLATION BRANDS INC CL A 21036P108 24,233 110,626 SH   DFND 1, 2 26,248 0 84,378
COPART INC COM 217204106 12,711 99,891 SH   DFND 1, 2 80,935 0 18,956
COSTCO WHSL CORP NEW COM 22160K105 79,582 211,217 SH   DFND 1, 2 115,915 0 95,302
CREE INC COM 225447101 13,989 132,093 SH   DFND 1, 2 120,608 0 11,485
CROWN CASTLE INTL CORP NEW COM 22822V101 40,135 252,123 SH   DFND 1, 2 107,323 0 144,800
DANAHER CORPORATION COM 235851102 86,470 389,260 SH   DFND 1, 2 202,393 0 186,867
DELL TECHNOLOGIES INC CL C 24703L202 4,127 56,314 SH   DFND 1, 2 45,987 0 10,327
DELTA AIR LINES INC DEL COM NEW 247361702 7,749 192,712 SH   DFND 1, 2 155,993 0 36,719
DIGITAL RLTY TR INC COM 253868103 4,159 29,813 SH   DFND 1, 2 26,294 0 3,519
DOCUSIGN INC COM 256163106 5,654 25,436 SH   DFND 1, 2 20,130 0 5,306
DOMINOS PIZZA INC COM 25754A201 2,712 7,073 SH   DFND 1, 2 5,647 0 1,426
DOW INC COM 260557103 6,607 119,042 SH   DFND 1, 2 99,244 0 19,798
DUN & BRADSTREET HLDGS INC COM 26484T106 1,979 79,493 SH   DFND 1, 2 79,493 0 0
DUPONT DE NEMOURS INC COM 26614N102 5,305 74,608 SH   DFND 1, 2 61,186 0 13,422
EOG RES INC COM 26875P101 52,032 1,043,346 SH   DFND 1, 2 557,522 0 485,824
EAST WEST BANCORP INC COM 27579R104 5,199 102,522 SH   DFND 1, 2 102,522 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 69,572 762,605 SH   DFND 1, 2 356,998 0 405,607
ELECTRONIC ARTS INC COM 285512109 2,506 17,449 SH   DFND 1, 2 14,051 0 3,398
ENBRIDGE INC COM 29250N105 497 15,540 SH   DFND 1, 2 15,540 0 0
ENPHASE ENERGY INC COM 29355A107 30,019 171,080 SH   DFND 1, 2 51,904 0 119,176
EQUIFAX INC COM 294429105 74,501 386,336 SH   DFND 1, 2 165,626 0 220,710
EQUINIX INC COM 29444U700 86,012 120,434 SH   DFND 1, 2 55,466 0 64,968
EQUITRANS MIDSTREAM CORP COM 294600101 14,822 1,843,548 SH   DFND 1, 2 620,743 0 1,222,805
EXELON CORP COM 30161N101 301 7,119 SH   DFND 1, 2 7,119 0 0
EXTRA SPACE STORAGE INC COM 30225T102 381 3,285 SH   DFND 1, 2 3,285 0 0
FLIR SYS INC COM 302445101 3,232 73,747 SH   DFND 1, 2 60,561 0 13,186
FTI CONSULTING INC COM 302941109 2,611 23,372 SH   DFND 1, 2 23,372 0 0
FACEBOOK INC CL A 30303M102 278,652 1,020,107 SH   DFND 1, 2 588,088 0 432,019
FIDELITY NATL INFORMATION SV COM 31620M106 10,416 73,633 SH   DFND 1, 2 66,783 0 6,850
FLEETCOR TECHNOLOGIES INC COM 339041105 57,092 209,257 SH   DFND 1, 2 91,598 0 117,659
GALAPAGOS NV SPON ADR 36315X101 2,068 20,893 SH   DFND 1, 2 20,893 0 0
GALLAGHER ARTHUR J & CO COM 363576109 228 1,844 SH   DFND 1, 2 1,844 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 1,269 29,925 SH   DFND 1, 2 29,925 0 0
GENERAL ELECTRIC CO COM 369604103 1,408 130,374 SH   DFND 1, 2 111,417 0 18,957
GENERAL MLS INC COM 370334104 4,211 71,610 SH   DFND 1, 2 62,886 0 8,724
GENERAL MTRS CO COM 37045V100 3,814 91,591 SH   DFND 1, 2 73,653 0 17,938
GERDAU SA SPON ADR REP PFD 373737105 17,185 3,679,890 SH   DFND 1, 2 3,464,474 0 215,416
GILEAD SCIENCES INC COM 375558103 7,443 127,760 SH   DFND 1, 2 122,430 0 5,330
GLOBAL PMTS INC COM 37940X102 11,256 52,251 SH   DFND 1, 2 46,083 0 6,168
GODADDY INC CL A 380237107 74,417 897,125 SH   DFND 1, 2 544,026 0 353,099
GOL LINHAS AEREAS INTELIGENT SPON ADR PFD NEW 38045R206 11,451 1,166,100 SH   DFND 1, 2 1,166,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,974 11,277 SH   DFND 1, 2 8,741 0 2,536
GRIFOLS S A SP ADR REP B NVT 398438408 5,613 304,407 SH   DFND 1, 2 246,770 0 57,637
GUARDANT HEALTH INC COM 40131M109 3,590 27,852 SH   DFND 1, 2 27,852 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 75,133 1,039,763 SH   DFND 1, 2 745,056 0 294,707
HP INC COM 40434L105 279 11,350 SH   DFND 1, 2 11,350 0 0
HEICO CORP NEW COM 422806109 17,795 134,401 SH   DFND 1, 2 49,901 0 84,500
HEICO CORP NEW CL A 422806208 26,431 225,793 SH   DFND 1, 2 78,293 0 147,500
HENRY JACK & ASSOC INC COM 426281101 2,555 15,773 SH   DFND 1, 2 15,773 0 0
HILTON GRAND VACATIONS INC COM 43283X105 64,052 2,043,131 SH   DFND 1, 2 773,469 0 1,269,662
HILTON WORLDWIDE HLDGS INC COM 43300A203 25,505 229,236 SH   DFND 1, 2 206,836 0 22,400
HOME DEPOT INC COM 437076102 13,393 50,420 SH   DFND 1, 2 40,719 0 9,701
HONEYWELL INTL INC COM 438516106 35,377 166,322 SH   DFND 1, 2 142,012 0 24,310
HUAZHU GROUP LTD SPONSORED ADS 44332N106 68,483 1,520,839 SH   DFND 1, 2 1,429,560 0 91,279
HUBSPOT INC COM 443573100 6,732 16,981 SH   DFND 1, 2 13,542 0 3,439
HUMANA INC COM 444859102 362 883 SH   DFND 1, 2 883 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 150,859 4,711,405 SH   DFND 1, 2 4,208,409 0 502,996
HUYA INC ADS REP SHS A 44852D108 20,281 1,017,634 SH   DFND 1, 2 936,133 0 81,501
ICICI BANK LIMITED ADR 45104G104 99,081 6,667,625 SH   DFND 1, 2 5,854,447 0 813,178
IDEX CORP COM 45167R104 7,583 38,068 SH   DFND 1, 2 31,456 0 6,612
IDEXX LABS INC COM 45168D104 14,820 29,648 SH   DFND 1, 2 24,043 0 5,605
INCYTE CORP COM 45337C102 13,294 152,845 SH   DFND 1, 2 132,229 0 20,616
INFOSYS LTD SPONSORED ADR 456788108 3,175 187,335 SH   DFND 1, 2 139,075 0 48,260
INSULET CORP COM 45784P101 15,596 61,009 SH   DFND 1, 2 49,193 0 11,816
INTEL CORP COM 458140100 39,884 800,572 SH   DFND 1, 2 398,964 0 401,608
INTERCONTINENTAL EXCHANGE IN COM 45866F104 104,027 902,308 SH   DFND 1, 2 465,467 0 436,841
INTUITIVE SURGICAL INC COM NEW 46120E602 41,376 50,576 SH   DFND 1, 2 40,935 0 9,641
IRIDIUM COMMUNICATIONS INC COM 46269C102 3,968 100,904 SH   DFND 1, 2 100,904 0 0
JPMORGAN CHASE & CO COM 46625H100 163,537 1,286,980 SH   DFND 1, 2 739,597 0 547,383
KLA CORP COM NEW 482480100 5,216 20,146 SH   DFND 1, 2 20,146 0 0
KARUNA THERAPEUTICS INC COM 48576A100 23,251 228,867 SH   DFND 1, 2 70,067 0 158,800
KEURIG DR PEPPER INC COM 49271V100 2,584 80,765 SH   DFND 1, 2 80,765 0 0
KEYCORP COM 493267108 2,580 157,210 SH   DFND 1, 2 157,210 0 0
KRAFT HEINZ CO COM 500754106 34,529 996,228 SH   DFND 1, 2 309,830 0 686,398
L3HARRIS TECHNOLOGIES INC COM 502431109 53,033 280,567 SH   DFND 1, 2 89,591 0 190,976
LAM RESEARCH CORP COM 512807108 63,489 134,433 SH   DFND 1, 2 40,689 0 93,744
LAS VEGAS SANDS CORP COM 517834107 710 11,921 SH   DFND 1, 2 11,921 0 0
LAUDER ESTEE COS INC CL A 518439104 47,338 177,837 SH   DFND 1, 2 56,337 0 121,500
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 53,978 1,916,845 SH   DFND 1, 2 1,916,845 0 0
LENNOX INTL INC COM 526107107 9,130 33,325 SH   DFND 1, 2 26,953 0 6,372
LIGHTSPEED POS INC SUB VTG SHS 53227R106 61,701 876,038 SH   DFND 1, 2 751,185 0 124,853
LILLY ELI & CO COM 532457108 5,272 31,222 SH   DFND 1, 2 31,222 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 447 6,078 SH   DFND 1, 2 4,949 0 1,129
LOCKHEED MARTIN CORP COM 539830109 651 1,834 SH   DFND 1, 2 1,834 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 15,391 2,502,614 SH   DFND 1, 2 2,502,614 0 0
LUFAX HOLDING LTD ADS REP SHS CL A 54975P102 9,637 678,665 SH   DFND 1, 2 601,165 0 77,500
MSCI INC COM 55354G100 59,598 133,469 SH   DFND 1, 2 39,834 0 93,635
MARSH & MCLENNAN COS INC COM 571748102 61,028 521,607 SH   DFND 1, 2 182,507 0 339,100
MASTERCARD INCORPORATED CL A 57636Q104 165,724 464,290 SH   DFND 1, 2 230,788 0 233,502
MELCO RESORTS AND ENTMNT LTD ADR 585464100 5,140 277,062 SH   DFND 1, 2 225,324 0 51,738
MERCADOLIBRE INC COM 58733R102 120,095 71,689 SH   DFND 1, 2 59,746 0 11,943
MERCK & CO. INC COM 58933Y105 6,735 82,329 SH   DFND 1, 2 82,329 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 5,323 4,671 SH   DFND 1, 2 3,967 0 704
MICROSOFT CORP COM 594918104 297,063 1,335,595 SH   DFND 1, 2 770,245 0 565,350
MICRON TECHNOLOGY INC COM 595112103 108,577 1,444,226 SH   DFND 1, 2 536,529 0 907,697
MOLSON COORS BEVERAGE CO CL B 60871R209 39,092 865,067 SH   DFND 1, 2 200,932 0 664,135
MONDELEZ INTL INC CL A 609207105 20,797 355,682 SH   DFND 1, 2 303,535 0 52,147
MONSTER BEVERAGE CORP NEW COM 61174X109 893 9,661 SH   DFND 1, 2 7,842 0 1,819
MOODYS CORP COM 615369105 93,458 322,003 SH   DFND 1, 2 178,462 0 143,541
MORGAN STANLEY COM NEW 617446448 3,486 50,866 SH   DFND 1, 2 39,857 0 11,009
MOTOROLA SOLUTIONS INC COM NEW 620076307 5,075 29,844 SH   DFND 1, 2 24,356 0 5,488
NASDAQ INC COM 631103108 39,870 300,358 SH   DFND 1, 2 94,558 0 205,800
NETAPP INC COM 64110D104 9,515 143,641 SH   DFND 1, 2 143,641 0 0
NETFLIX INC COM 64110L106 162,435 300,399 SH   DFND 1, 2 165,199 0 135,200
NETEASE INC SPONSORED ADS 64110W102 20,442 213,448 SH   DFND 1, 2 213,448 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 38,146 397,979 SH   DFND 1, 2 133,579 0 264,400
NEWMONT CORP COM 651639106 7,477 124,843 SH   DFND 1, 2 118,619 0 6,224
NIKE INC CL B 654106103 83,428 589,725 SH   DFND 1, 2 323,563 0 266,162
NORFOLK SOUTHN CORP COM 655844108 2,999 12,622 SH   DFND 1, 2 12,622 0 0
NORTHROP GRUMMAN CORP COM 666807102 12,610 41,383 SH   DFND 1, 2 40,323 0 1,060
NOVO-NORDISK A S ADR 670100205 224 3,202 SH   DFND 1, 2 3,202 0 0
OAK STR HEALTH INC COM 67181A107 3,668 59,967 SH   DFND 1, 2 59,967 0 0
OKTA INC CL A 679295105 25,635 100,821 SH   DFND 1, 2 30,533 0 70,288
ON SEMICONDUCTOR CORP COM 682189105 70,848 2,164,614 SH   DFND 1, 2 968,169 0 1,196,445
ONECONNECT FINL TECHNOLOGY C SPONSORED ADS 68248T105 51,712 2,623,634 SH   DFND 1, 2 2,582,109 0 41,525
PG&E CORP COM 69331C108 2,141 171,829 SH   DFND 1, 2 171,829 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,312 8,808 SH   DFND 1, 2 8,808 0 0
PARK HOTELS RESORTS INC COM 700517105 57,756 3,367,696 SH   DFND 1, 2 1,010,496 0 2,357,200
PAYCHEX INC COM 704326107 633 6,794 SH   DFND 1, 2 6,794 0 0
PAYPAL HLDGS INC COM 70450Y103 109,518 467,625 SH   DFND 1, 2 262,974 0 204,651
PEPSICO INC COM 713448108 1,029 6,940 SH   DFND 1, 2 6,940 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 9,454 841,831 SH   DFND 1, 2 841,831 0 0
PFIZER INC COM 717081103 18,165 493,474 SH   DFND 1, 2 400,428 0 93,046
PHILIP MORRIS INTL INC COM 718172109 83,501 1,008,584 SH   DFND 1, 2 520,007 0 488,577
PINDUODUO INC SPONSORED ADS 722304102 2,808 15,864 SH   DFND 1, 2 15,864 0 0
PINTEREST INC CL A 72352L106 2,500 37,930 SH   DFND 1, 2 37,930 0 0
PLUG POWER INC COM NEW 72919P202 2,850 84,058 SH   DFND 1, 2 84,058 0 0
PROCTER AND GAMBLE CO COM 742718109 775 5,568 SH   DFND 1, 2 5,568 0 0
PUBLIC STORAGE COM 74460D109 920 3,982 SH   DFND 1, 2 3,982 0 0
QIWI PLC SPON ADR REP B 74735M108 3,441 334,060 SH   DFND 1, 2 334,060 0 0
QUALCOMM INC COM 747525103 1,159 7,608 SH   DFND 1, 2 7,608 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,546 21,625 SH   DFND 1, 2 21,625 0 0
REGENERON PHARMACEUTICALS COM 75886F107 19,506 40,375 SH   DFND 1, 2 32,658 0 7,717
RESTAURANT BRANDS INTL INC COM 76131D103 7,692 125,874 SH   DFND 1, 2 101,539 0 24,335
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 87,673 797,174 SH   DFND 1, 2 653,229 0 143,945
S&P GLOBAL INC COM 78409V104 1,284 3,906 SH   DFND 1, 2 3,906 0 0
SVB FINANCIAL GROUP COM 78486Q101 65,610 169,171 SH   DFND 1, 2 68,039 0 101,132
SAGE THERAPEUTICS INC COM 78667J108 1,566 18,098 SH   DFND 1, 2 18,098 0 0
SCHLUMBERGER LTD COM 806857108 11,793 540,202 SH   DFND 1, 2 473,203 0 66,999
SEA LTD SPONSORD ADS 81141R100 44,110 221,602 SH   DFND 1, 2 205,882 0 15,720
SEAGEN INC COM 81181C104 124,366 710,096 SH   DFND 1, 2 350,501 0 359,595
SEMPRA ENERGY COM 816851109 16,873 132,427 SH   DFND 1, 2 124,373 0 8,054
SERVICENOW INC COM 81762P102 90,325 164,099 SH   DFND 1, 2 75,405 0 88,694
SHERWIN WILLIAMS CO COM 824348106 48,068 65,406 SH   DFND 1, 2 34,878 0 30,528
SHOPIFY INC CL A 82509L107 34,453 30,437 SH   DFND 1, 2 24,554 0 5,883
SMARTSHEET INC COM CL A 83200N103 14,173 204,552 SH   DFND 1, 2 164,437 0 40,115
SNAP INC CL A 83304A106 6,536 130,533 SH   DFND 1, 2 104,398 0 26,135
STATE STR CORP COM 857477103 416 5,715 SH   DFND 1, 2 5,715 0 0
TFI INTL INC COM 87241L109 38,642 750,612 SH   DFND 1, 2 664,944 0 85,668
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 206,895 1,897,426 SH   DFND 1, 2 1,283,877 0 613,549
TANDEM DIABETES CARE INC COM NEW 875372203 4,844 50,630 SH   DFND 1, 2 40,705 0 9,925
TC ENERGY CORP COM 87807B107 9,073 223,210 SH   DFND 1, 2 202,417 0 20,793
TELADOC HEALTH INC COM 87918A105 1,206 6,029 SH   DFND 1, 2 4,655 0 1,374
TESLA INC COM 88160R101 279,686 396,341 SH   DFND 1, 2 320,555 0 75,786
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 8,852 917,299 SH   DFND 1, 2 783,323 0 133,976
TEXAS INSTRS INC COM 882508104 858 5,225 SH   DFND 1, 2 5,225 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 29,350 63,013 SH   DFND 1, 2 51,038 0 11,975
TOLL BROTHERS INC COM 889478103 3,266 75,122 SH   DFND 1, 2 75,122 0 0
TRANSDIGM GROUP INC COM 893641100 88,280 142,651 SH   DFND 1, 2 67,764 0 74,887
TRAVELERS COMPANIES INC COM 89417E109 2,807 19,999 SH   DFND 1, 2 19,999 0 0
TRIMBLE INC COM 896239100 93,192 1,395,711 SH   DFND 1, 2 627,281 0 768,430
TRINITY INDS INC COM 896522109 2,325 88,108 SH   DFND 1, 2 88,108 0 0
TRIP COM GROUP LTD ADS 89677Q107 66,482 1,971,008 SH   DFND 1, 2 1,816,874 0 154,134
TRUIST FINL CORP COM 89832Q109 1,671 34,863 SH   DFND 1, 2 34,863 0 0
TWITTER INC COM 90184L102 3,281 60,600 SH   DFND 1, 2 49,062 0 11,538
UBER TECHNOLOGIES INC COM 90353T100 7,533 147,709 SH   DFND 1, 2 119,937 0 27,772
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 67,258 485,866 SH   DFND 1, 2 222,589 0 263,277
UNION PAC CORP COM 907818108 329 1,582 SH   DFND 1, 2 1,582 0 0
UNITEDHEALTH GROUP INC COM 91324P102 77,476 220,931 SH   DFND 1, 2 96,831 0 124,100
V F CORP COM 918204108 3,929 46,002 SH   DFND 1, 2 44,867 0 1,135
VALE S A SPONSORED ADS 91912E105 215,557 12,861,383 SH   DFND 1, 2 10,871,777 0 1,989,606
VERISIGN INC COM 92343E102 25,846 119,434 SH   DFND 1, 2 52,396 0 67,038
VERIZON COMMUNICATIONS INC COM 92343V104 764 13,003 SH   DFND 1, 2 13,003 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 51,401 217,486 SH   DFND 1, 2 126,275 0 91,211
VIATRIS INC COM 92556V106 1,143 60,969 SH   DFND 1, 2 49,582 0 11,387
VICI PPTYS INC COM 925652109 2,078 81,499 SH   DFND 1, 2 81,499 0 0
VIR BIOTECHNOLOGY INC COM 92764N102 2,226 83,139 SH   DFND 1, 2 69,859 0 13,280
VISA INC COM CL A 92826C839 151,564 692,927 SH   DFND 1, 2 397,382 0 295,545
WABTEC COM 929740108 3,346 45,705 SH   DFND 1, 2 45,705 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 7,104 178,139 SH   DFND 1, 2 145,276 0 32,863
WASTE CONNECTIONS INC COM 94106B101 55,804 544,059 SH   DFND 1, 2 187,409 0 356,650
WASTE MGMT INC DEL COM 94106L109 251 2,128 SH   DFND 1, 2 2,128 0 0
WORKDAY INC CL A 98138H101 2,760 11,519 SH   DFND 1, 2 9,003 0 2,516
WYNN RESORTS LTD COM 983134107 33,518 297,069 SH   DFND 1, 2 69,469 0 227,600
XPENG INC ADS 98422D105 9,982 233,056 SH   DFND 1, 2 233,056 0 0
YUM BRANDS INC COM 988498101 52,917 487,449 SH   DFND 1, 2 198,560 0 288,889
ZENDESK INC COM 98936J101 8,397 58,671 SH   DFND 1, 2 46,616 0 12,055
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,425 15,739 SH   DFND 1, 2 15,739 0 0
ZOETIS INC CL A 98978V103 21,123 127,634 SH   DFND 1, 2 103,308 0 24,326
AON PLC SHS CL A G0403H108 94,825 448,835 SH   DFND 1, 2 147,239 0 301,596
ARCH CAP GROUP LTD ORD G0450A105 9,346 259,097 SH   DFND 1, 2 208,436 0 50,661
ATLASSIAN CORP PLC CL A G06242104 45,396 194,106 SH   DFND 1, 2 165,977 0 28,129
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 56,344 657,380 SH   DFND 1, 2 214,083 0 443,297
EVEREST RE GROUP LTD COM G3223R108 10,751 45,926 SH   DFND 1, 2 42,648 0 3,278
FABRINET SHS G3323L100 2,565 33,052 SH   DFND 1, 2 33,052 0 0
GENPACT LIMITED SHS G3922B107 3,936 95,174 SH   DFND 1, 2 95,174 0 0
HELEN OF TROY LTD COM G4388N106 3,083 13,876 SH   DFND 1, 2 13,876 0 0
LINDE PLC SHS G5494J103 12,563 47,677 SH   DFND 1, 2 40,059 0 7,618
NOVOCURE LTD ORD SHS G6674U108 21,398 123,662 SH   DFND 1, 2 107,828 0 15,834
PAGSEGURO DIGITAL LTD COM CL A G68707101 57,158 1,004,896 SH   DFND 1, 2 934,412 0 70,484
RENAISSANCERE HLDGS LTD COM G7496G103 46,571 280,852 SH   DFND 1, 2 100,436 0 180,416
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 51,460 1,028,175 SH   DFND 1, 2 276,375 0 751,800
WILLIS TOWERS WATSON PLC LTD SHS G96629103 2,528 11,999 SH   DFND 1, 2 9,410 0 2,589
CHUBB LIMITED COM H1467J104 70,969 461,074 SH   DFND 1, 2 238,265 0 222,809
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 18,166 118,647 SH   DFND 1, 2 99,852 0 18,795
UBS GROUP AG SHS H42097107 32,892 2,335,407 SH   DFND 1, 2 2,105,151 0 230,256
LOGITECH INTL S A SHS H50430232 42,745 440,432 SH   DFND 1, 2 365,701 0 74,731
TE CONNECTIVITY LTD REG SHS H84989104 14,528 119,994 SH   DFND 1, 2 97,626 0 22,368
NEXA RES S A COM L67359106 11,377 1,180,200 SH   DFND 1, 2 1,180,200 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 10,569 33,589 SH   DFND 1, 2 32,566 0 1,023
ASML HOLDING N V N Y REGISTRY SHS N07059210 219,377 449,801 SH   DFND 1, 2 257,261 0 192,540
ELASTIC N V ORD SHS N14506104 4,318 29,552 SH   DFND 1, 2 29,552 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13,264 144,714 SH   DFND 1, 2 122,231 0 22,483
YANDEX N V SHS CLASS A N97284108 208,008 2,989,479 SH   DFND 1, 2 2,626,844 0 362,635
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 6,875 232,813 SH   DFND 1, 2 232,813 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 55,875 748,098 SH   DFND 1, 2 291,098 0 457,000