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 80,975 3,106,072 SH   DFND 1, 2 1,390,246 0 1,715,826
ABBOTT LABS COM 002824100 66,636 574,794 SH   DFND 1, 2 348,284 0 226,510
ABCELLERA BIOLOGICS INC COM 00288U106 21,222 964,643 SH   DFND 1, 2 816,868 0 147,775
ACTIVISION BLIZZARD INC COM 00507V109 57,757 605,166 SH   DFND 1, 2 348,284 0 256,882
ADAGENE INC ADS 005329107 4,134 304,876 SH   DFND 1, 2 304,876 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 98,939 168,941 SH   DFND 1, 2 85,694 0 83,247
ADVANCED MICRO DEVICES INC COM 007903107 11,845 126,108 SH   DFND 1, 2 99,712 0 26,396
AIRBNB INC COM CL A 009066101 1,676 10,942 SH   DFND 1, 2 8,654 0 2,288
AIR LEASE CORP CL A 00912X302 2,457 58,855 SH   DFND 1, 2 58,855 0 0
AIR PRODS & CHEMS INC COM 009158106 40,717 141,534 SH   DFND 1, 2 42,813 0 98,721
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 28,992 127,841 SH   DFND 1, 2 127,841 0 0
ALLAKOS INC COM 01671P100 12,676 148,487 SH   DFND 1, 2 51,678 0 96,809
ALLEGHENY TECHNOLOGIES INC COM 01741R102 53,016 2,542,739 SH   DFND 1, 2 1,060,856 0 1,481,883
ALPHABET INC CAP STK CL C 02079K107 219,110 87,423 SH   DFND 1, 2 48,232 0 39,191
ALPHABET INC CAP STK CL A 02079K305 85,123 34,861 SH   DFND 1, 2 23,516 0 11,345
ALTERYX INC COM CL A 02156B103 3,346 38,894 SH   DFND 1, 2 30,403 0 8,491
ALTRIA GROUP INC COM 02209S103 1,549 32,490 SH   DFND 1, 2 32,490 0 0
AMAZON COM INC COM 023135106 257,947 74,981 SH   DFND 1, 2 49,444 0 25,537
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 65,040 4,335,972 SH   DFND 1, 2 4,155,681 0 180,291
AMERICAN TOWER CORP NEW COM 03027X100 5,320 19,693 SH   DFND 1, 2 17,663 0 2,030
AMETEK INC COM 031100100 46,848 350,921 SH   DFND 1, 2 142,124 0 208,797
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 1,334 71,781 SH   DFND 1, 2 71,781 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 423 5,873 SH   DFND 1, 2 5,873 0 0
ANTHEM INC COM 036752103 42,101 110,270 SH   DFND 1, 2 44,784 0 65,486
APPLE INC COM 037833100 109,989 803,073 SH   DFND 1, 2 523,738 0 279,335
APPLIED MATLS INC COM 038222105 8,962 62,938 SH   DFND 1, 2 50,100 0 12,838
ARCHER DANIELS MIDLAND CO COM 039483102 1,624 26,799 SH   DFND 1, 2 21,313 0 5,486
ARCOSA INC COM 039653100 92,076 1,567,510 SH   DFND 1, 2 571,519 0 995,991
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 3,903 61,371 SH   DFND 1, 2 61,371 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 2,866 26,722 SH   DFND 1, 2 26,722 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 2,197 36,670 SH   DFND 1, 2 36,670 0 0
AUTODESK INC COM 052769106 3,238 11,094 SH   DFND 1, 2 8,036 0 3,058
AZUL S A SPONSR ADR PFD 05501U106 7,560 286,352 SH   DFND 1, 2 286,352 0 0
BAKER HUGHES COMPANY CL A 05722G100 4,093 178,984 SH   DFND 1, 2 147,553 0 31,431
BK OF AMERICA CORP COM 060505104 66,993 1,624,872 SH   DFND 1, 2 738,472 0 886,400
BARRICK GOLD CORP COM 067901108 10,122 489,464 SH   DFND 1, 2 458,849 0 30,615
BAXTER INTL INC COM 071813109 4,178 51,898 SH   DFND 1, 2 41,504 0 10,394
BEIGENE LTD SPONSORED ADR 07725L102 321,864 937,859 SH   DFND 1, 2 841,804 0 96,055
BILL COM HLDGS INC COM 090043100 49,769 271,694 SH   DFND 1, 2 111,671 0 160,023
BIONTECH SE SPONSORED ADS 09075V102 4,616 20,618 SH   DFND 1, 2 16,055 0 4,563
BLACKROCK INC COM 09247X101 26,593 30,393 SH   DFND 1, 2 24,037 0 6,356
BLACKSTONE GROUP INC COM 09260D107 5,909 60,830 SH   DFND 1, 2 58,186 0 2,644
BOEING CO COM 097023105 4,278 17,858 SH   DFND 1, 2 14,248 0 3,610
BOOKING HOLDINGS INC COM 09857L108 27,436 12,539 SH   DFND 1, 2 10,206 0 2,333
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 231 5,864 SH   DFND 1, 2 5,864 0 0
BROADCOM INC COM 11135F101 173,219 363,265 SH   DFND 1, 2 228,114 0 135,151
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 13,932 273,289 SH   DFND 1, 2 234,323 0 38,966
BURLINGTON STORES INC COM 122017106 49,952 155,135 SH   DFND 1, 2 53,777 0 101,358
CDK GLOBAL INC COM 12508E101 40,237 809,764 SH   DFND 1, 2 382,131 0 427,633
CME GROUP INC COM 12572Q105 49,836 234,325 SH   DFND 1, 2 147,275 0 87,050
CMS ENERGY CORP COM 125896100 1,369 23,180 SH   DFND 1, 2 23,180 0 0
CSX CORP COM 126408103 7,347 229,011 SH   DFND 1, 2 229,011 0 0
CABLE ONE INC COM 12685J105 2,980 1,558 SH   DFND 1, 2 1,558 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 2,989 28,814 SH   DFND 1, 2 28,814 0 0
CANADIAN NATL RY CO COM 136375102 64,312 609,531 SH   DFND 1, 2 538,691 0 70,840
CARRIER GLOBAL CORPORATION COM 14448C104 104,566 2,151,560 SH   DFND 1, 2 1,118,891 0 1,032,669
CATALENT INC COM 148806102 7,799 72,135 SH   DFND 1, 2 57,187 0 14,948
CATERPILLAR INC COM 149123101 11,018 50,626 SH   DFND 1, 2 42,824 0 7,802
CELANESE CORP DEL COM 150870103 4,890 32,259 SH   DFND 1, 2 32,259 0 0
CELLECTIS S A SPON ADS 15117K103 13,546 875,633 SH   DFND 1, 2 750,342 0 125,291
CENTENE CORP DEL COM 15135B101 53,013 726,904 SH   DFND 1, 2 314,729 0 412,175
CENTERPOINT ENERGY INC COM 15189T107 38,731 1,579,585 SH   DFND 1, 2 542,324 0 1,037,261
CERIDIAN HCM HLDG INC COM 15677J108 591 6,162 SH   DFND 1, 2 3,835 0 2,327
CHARTER COMMUNICATIONS INC N CL A 16119P108 140,195 194,324 SH   DFND 1, 2 79,813 0 114,511
CHEVRON CORP NEW COM 166764100 33,737 322,107 SH   DFND 1, 2 148,254 0 173,853
CHIPOTLE MEXICAN GRILL INC COM 169656105 87,430 56,394 SH   DFND 1, 2 19,550 0 36,844
CHURCH & DWIGHT INC COM 171340102 42,569 499,516 SH   DFND 1, 2 185,331 0 314,185
CITIGROUP INC COM NEW 172967424 3,486 49,275 SH   DFND 1, 2 39,225 0 10,050
CITIZENS FINL GROUP INC COM 174610105 3,896 84,944 SH   DFND 1, 2 84,944 0 0
COMCAST CORP NEW CL A 20030N101 78,694 1,380,113 SH   DFND 1, 2 610,137 0 769,976
CONCENTRIX CORP COM 20602D101 1,721 10,704 SH   DFND 1, 2 10,704 0 0
CONOCOPHILLIPS COM 20825C104 80,515 1,322,083 SH   DFND 1, 2 620,356 0 701,727
CONSTELLATION BRANDS INC CL A 21036P108 24,736 105,759 SH   DFND 1, 2 35,985 0 69,774
COPART INC COM 217204106 12,648 95,940 SH   DFND 1, 2 76,212 0 19,728
COSTCO WHSL CORP NEW COM 22160K105 27,420 69,301 SH   DFND 1, 2 58,506 0 10,795
CREE INC COM 225447101 10,659 108,844 SH   DFND 1, 2 95,609 0 13,235
CROWN CASTLE INTL CORP NEW COM 22822V101 43,678 223,873 SH   DFND 1, 2 109,212 0 114,661
D R HORTON INC COM 23331A109 26,368 291,773 SH   DFND 1, 2 101,584 0 190,189
DANAHER CORPORATION COM 235851102 94,111 350,691 SH   DFND 1, 2 199,112 0 151,579
DANIMER SCIENTIFIC INC COM CL A 236272100 1,381 55,124 SH   DFND 1, 2 55,124 0 0
DEERE & CO COM 244199105 7,942 22,516 SH   DFND 1, 2 22,516 0 0
DELL TECHNOLOGIES INC CL C 24703L202 4,673 46,886 SH   DFND 1, 2 37,562 0 9,324
DELTA AIR LINES INC DEL COM NEW 247361702 6,244 144,336 SH   DFND 1, 2 113,324 0 31,012
DIGITAL RLTY TR INC COM 253868103 2,547 16,928 SH   DFND 1, 2 16,928 0 0
DISCOVER FINL SVCS COM 254709108 4,825 40,793 SH   DFND 1, 2 40,793 0 0
DOCUSIGN INC COM 256163106 7,461 26,686 SH   DFND 1, 2 20,431 0 6,255
DOLLAR GEN CORP NEW COM 256677105 46,897 216,726 SH   DFND 1, 2 89,206 0 127,520
DOLLAR TREE INC COM 256746108 23,068 231,843 SH   DFND 1, 2 80,048 0 151,795
DOMINOS PIZZA INC COM 25754A201 5,236 11,225 SH   DFND 1, 2 8,947 0 2,278
DOW INC COM 260557103 7,591 119,957 SH   DFND 1, 2 99,594 0 20,363
DUN & BRADSTREET HLDGS INC COM 26484T106 37,265 1,743,802 SH   DFND 1, 2 797,979 0 945,823
EOG RES INC COM 26875P101 70,068 839,745 SH   DFND 1, 2 463,085 0 376,660
EAST WEST BANCORP INC COM 27579R104 5,719 79,770 SH   DFND 1, 2 79,770 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 70,499 680,687 SH   DFND 1, 2 349,817 0 330,870
ELECTRONIC ARTS INC COM 285512109 4,028 28,008 SH   DFND 1, 2 23,475 0 4,533
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 2,949 106,439 SH   DFND 1, 2 106,439 0 0
ENPHASE ENERGY INC COM 29355A107 26,497 144,294 SH   DFND 1, 2 49,924 0 94,370
EPAM SYS INC COM 29414B104 15,064 29,481 SH   DFND 1, 2 22,512 0 6,969
EQUIFAX INC COM 294429105 80,255 335,079 SH   DFND 1, 2 157,791 0 177,288
EQUINIX INC COM 29444U700 81,221 101,197 SH   DFND 1, 2 49,758 0 51,439
EQUITRANS MIDSTREAM CORP COM 294600101 21,132 2,483,229 SH   DFND 1, 2 921,320 0 1,561,909
ETSY INC COM 29786A106 4,416 21,452 SH   DFND 1, 2 17,022 0 4,430
EXELON CORP COM 30161N101 292 6,586 SH   DFND 1, 2 6,586 0 0
EXTRA SPACE STORAGE INC COM 30225T102 698 4,260 SH   DFND 1, 2 4,260 0 0
FTI CONSULTING INC COM 302941109 3,052 22,343 SH   DFND 1, 2 22,343 0 0
FACEBOOK INC CL A 30303M102 299,532 861,441 SH   DFND 1, 2 509,443 0 351,998
FEDEX CORP COM 31428X106 891 2,985 SH   DFND 1, 2 2,392 0 593
FIDELITY NATL INFORMATION SV COM 31620M106 16,532 116,691 SH   DFND 1, 2 109,634 0 7,057
FIRST REP BK SAN FRANCISCO C COM 33616C100 204 1,089 SH   DFND 1, 2 1,089 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 25,383 99,130 SH   DFND 1, 2 49,925 0 49,205
GALAPAGOS NV SPON ADR 36315X101 1,887 27,393 SH   DFND 1, 2 27,393 0 0
GALLAGHER ARTHUR J & CO COM 363576109 239 1,704 SH   DFND 1, 2 1,704 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 2,210 47,707 SH   DFND 1, 2 47,707 0 0
GENERAL ELECTRIC CO COM 369604103 1,599 118,782 SH   DFND 1, 2 94,752 0 24,030
GENERAL MLS INC COM 370334104 6,788 111,405 SH   DFND 1, 2 102,681 0 8,724
GENERAL MTRS CO COM 37045V100 5,050 85,346 SH   DFND 1, 2 67,408 0 17,938
GERDAU SA SPON ADR REP PFD 373737105 15,758 2,670,868 SH   DFND 1, 2 2,509,463 0 161,405
GILEAD SCIENCES INC COM 375558103 6,057 87,955 SH   DFND 1, 2 87,955 0 0
GLOBAL PMTS INC COM 37940X102 9,482 50,562 SH   DFND 1, 2 44,095 0 6,467
GODADDY INC CL A 380237107 75,699 870,504 SH   DFND 1, 2 572,568 0 297,936
GOL LINHAS AEREAS INTELIGENT SPON ADR PFD NEW 38045R206 10,751 1,166,100 SH   DFND 1, 2 1,166,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,840 7,482 SH   DFND 1, 2 5,504 0 1,978
GRACELL BIOTECHNOLOGIES INC SPONSORED ADS 38406L103 12,964 997,238 SH   DFND 1, 2 997,238 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 5,856 337,516 SH   DFND 1, 2 268,327 0 69,189
GUARDANT HEALTH INC COM 40131M109 3,754 30,231 SH   DFND 1, 2 30,231 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 65,375 894,082 SH   DFND 1, 2 672,852 0 221,230
HEICO CORP NEW COM 422806109 1,771 12,701 SH   DFND 1, 2 12,701 0 0
HEICO CORP NEW CL A 422806208 37,320 300,529 SH   DFND 1, 2 108,545 0 191,984
HENRY JACK & ASSOC INC COM 426281101 288 1,760 SH   DFND 1, 2 1,760 0 0
HILTON GRAND VACATIONS INC COM 43283X105 71,546 1,728,591 SH   DFND 1, 2 715,879 0 1,012,712
HILTON WORLDWIDE HLDGS INC COM 43300A203 34,740 288,014 SH   DFND 1, 2 260,075 0 27,939
HOME DEPOT INC COM 437076102 22,648 71,022 SH   DFND 1, 2 56,480 0 14,542
HONEYWELL INTL INC COM 438516106 31,023 141,430 SH   DFND 1, 2 120,370 0 21,060
HUAZHU GROUP LTD SPONSORED ADS 44332N106 60,198 1,139,902 SH   DFND 1, 2 1,139,902 0 0
HUBSPOT INC COM 443573100 10,872 18,658 SH   DFND 1, 2 14,382 0 4,276
HUMANA INC COM 444859102 343 775 SH   DFND 1, 2 775 0 0
HUTCHMED CHINA LTD SPONSORED ADS 44842L103 172,461 4,391,684 SH   DFND 1, 2 4,021,204 0 370,480
ICICI BANK LIMITED ADR 45104G104 88,151 5,155,022 SH   DFND 1, 2 4,736,506 0 418,516
IDEX CORP COM 45167R104 8,004 36,372 SH   DFND 1, 2 28,960 0 7,412
IDEXX LABS INC COM 45168D104 19,593 31,024 SH   DFND 1, 2 24,667 0 6,357
INCYTE CORP COM 45337C102 9,654 114,756 SH   DFND 1, 2 97,474 0 17,282
INFOSYS LTD SPONSORED ADR 456788108 3,726 175,839 SH   DFND 1, 2 127,579 0 48,260
INSULET CORP COM 45784P101 16,024 58,373 SH   DFND 1, 2 46,366 0 12,007
INTEL CORP COM 458140100 42,474 756,574 SH   DFND 1, 2 435,025 0 321,549
INTERCONTINENTAL EXCHANGE IN COM 45866F104 91,516 770,983 SH   DFND 1, 2 428,821 0 342,162
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 8,801 58,911 SH   DFND 1, 2 46,786 0 12,125
INTUITIVE SURGICAL INC COM NEW 46120E602 38,533 41,900 SH   DFND 1, 2 33,260 0 8,640
IRIDIUM COMMUNICATIONS INC COM 46269C102 2,260 56,508 SH   DFND 1, 2 56,508 0 0
JPMORGAN CHASE & CO COM 46625H100 164,880 1,060,046 SH   DFND 1, 2 619,648 0 440,398
KLA CORP COM NEW 482480100 8,060 24,860 SH   DFND 1, 2 24,860 0 0
KARUNA THERAPEUTICS INC COM 48576A100 21,763 190,923 SH   DFND 1, 2 65,175 0 125,748
KEURIG DR PEPPER INC COM 49271V100 3,688 104,666 SH   DFND 1, 2 104,666 0 0
KRAFT HEINZ CO COM 500754106 34,267 840,299 SH   DFND 1, 2 296,770 0 543,529
L3HARRIS TECHNOLOGIES INC COM 502431109 51,530 238,400 SH   DFND 1, 2 87,174 0 151,226
LAM RESEARCH CORP COM 512807108 73,530 113,001 SH   DFND 1, 2 38,769 0 74,232
LAS VEGAS SANDS CORP COM 517834107 845 16,040 SH   DFND 1, 2 16,040 0 0
LAUDER ESTEE COS INC CL A 518439104 46,997 147,751 SH   DFND 1, 2 51,540 0 96,211
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 80,123 1,951,845 SH   DFND 1, 2 1,951,845 0 0
LENNOX INTL INC COM 526107107 11,135 31,741 SH   DFND 1, 2 25,230 0 6,511
LIGHTSPEED POS INC SUB VTG SHS 53227R106 70,566 843,857 SH   DFND 1, 2 674,949 0 168,908
LILLY ELI & CO COM 532457108 20,555 89,558 SH   DFND 1, 2 81,854 0 7,704
LOCKHEED MARTIN CORP COM 539830109 5,098 13,475 SH   DFND 1, 2 13,475 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 10,809 1,587,214 SH   DFND 1, 2 1,587,214 0 0
LUFAX HOLDING LTD ADS REP SHS CL A 54975P102 8,153 721,516 SH   DFND 1, 2 642,058 0 79,458
LULULEMON ATHLETICA INC COM 550021109 8,208 22,490 SH   DFND 1, 2 17,863 0 4,627
MSCI INC COM 55354G100 59,494 111,605 SH   DFND 1, 2 37,460 0 74,145
MARSH & MCLENNAN COS INC COM 571748102 61,208 435,086 SH   DFND 1, 2 166,567 0 268,519
MASTERCARD INCORPORATED CL A 57636Q104 129,280 354,104 SH   DFND 1, 2 178,135 0 175,969
MELCO RESORTS AND ENTMNT LTD ADR 585464100 3,436 207,345 SH   DFND 1, 2 163,719 0 43,626
MERCADOLIBRE INC COM 58733R102 97,999 62,909 SH   DFND 1, 2 52,936 0 9,973
MERCK & CO INC COM 58933Y105 1,611 20,718 SH   DFND 1, 2 20,718 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 9,088 6,560 SH   DFND 1, 2 5,464 0 1,096
MICROSOFT CORP COM 594918104 332,449 1,227,203 SH   DFND 1, 2 752,049 0 475,154
MICRON TECHNOLOGY INC COM 595112103 106,491 1,253,136 SH   DFND 1, 2 527,588 0 725,548
MODERNA INC COM 60770K107 639 2,721 SH   DFND 1, 2 1,778 0 943
MOLSON COORS BEVERAGE CO CL B 60871R209 37,940 706,655 SH   DFND 1, 2 180,755 0 525,900
MONDELEZ INTL INC CL A 609207105 16,562 265,243 SH   DFND 1, 2 227,176 0 38,067
MONSTER BEVERAGE CORP NEW COM 61174X109 2,800 30,651 SH   DFND 1, 2 24,392 0 6,259
MOODYS CORP COM 615369105 101,661 280,546 SH   DFND 1, 2 163,855 0 116,691
MORGAN STANLEY COM NEW 617446448 3,232 35,251 SH   DFND 1, 2 25,585 0 9,666
MOTOROLA SOLUTIONS INC COM NEW 620076307 8,331 38,419 SH   DFND 1, 2 30,611 0 7,808
NVR INC COM 62944T105 3,556 715 SH   DFND 1, 2 715 0 0
NASDAQ INC COM 631103108 44,492 253,085 SH   DFND 1, 2 90,120 0 162,965
NETAPP INC COM 64110D104 8,503 103,918 SH   DFND 1, 2 103,918 0 0
NETFLIX INC COM 64110L106 134,875 255,343 SH   DFND 1, 2 145,862 0 109,481
NETEASE INC SPONSORED ADS 64110W102 69,813 605,757 SH   DFND 1, 2 590,519 0 15,238
NEUROCRINE BIOSCIENCES INC COM 64125C109 32,842 337,467 SH   DFND 1, 2 128,100 0 209,367
NEWMONT CORP COM 651639106 4,039 63,733 SH   DFND 1, 2 63,733 0 0
NEXTERA ENERGY INC COM 65339F101 213 2,909 SH   DFND 1, 2 2,909 0 0
NICE LTD SPONSORED ADR 653656108 49,287 199,170 SH   DFND 1, 2 170,210 0 28,960
NIKE INC CL B 654106103 83,431 540,043 SH   DFND 1, 2 317,243 0 222,800
NORFOLK SOUTHN CORP COM 655844108 2,238 8,434 SH   DFND 1, 2 8,434 0 0
NORTHROP GRUMMAN CORP COM 666807102 9,998 27,509 SH   DFND 1, 2 27,250 0 259
NOVO-NORDISK A S ADR 670100205 235 2,805 SH   DFND 1, 2 2,805 0 0
OAK STR HEALTH INC COM 67181A107 4,798 81,922 SH   DFND 1, 2 81,922 0 0
OKTA INC CL A 679295105 22,953 93,809 SH   DFND 1, 2 38,151 0 55,658
ON SEMICONDUCTOR CORP COM 682189105 68,663 1,793,700 SH   DFND 1, 2 835,436 0 958,264
PG&E CORP COM 69331C108 3,908 384,303 SH   DFND 1, 2 384,303 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,250 11,795 SH   DFND 1, 2 11,795 0 0
PARK HOTELS & RESORTS INC COM 700517105 58,231 2,825,361 SH   DFND 1, 2 958,793 0 1,866,568
PAYCHEX INC COM 704326107 1,071 9,979 SH   DFND 1, 2 9,979 0 0
PAYPAL HLDGS INC COM 70450Y103 140,378 481,604 SH   DFND 1, 2 296,798 0 184,806
PEPSICO INC COM 713448108 1,237 8,349 SH   DFND 1, 2 8,349 0 0
PFIZER INC COM 717081103 9,150 233,669 SH   DFND 1, 2 187,196 0 46,473
PHILIP MORRIS INTL INC COM 718172109 92,798 936,312 SH   DFND 1, 2 540,840 0 395,472
PINTEREST INC CL A 72352L106 47,170 597,464 SH   DFND 1, 2 239,105 0 358,359
PROCTER AND GAMBLE CO COM 742718109 638 4,727 SH   DFND 1, 2 4,727 0 0
QIWI PLC SPON ADR REP B 74735M108 4,291 402,508 SH   DFND 1, 2 402,508 0 0
QUALCOMM INC COM 747525103 748 5,234 SH   DFND 1, 2 5,234 0 0
QUALTRICS INTL INC COM CL A 747601201 2,470 64,584 SH   DFND 1, 2 64,584 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,015 35,347 SH   DFND 1, 2 35,347 0 0
REGENERON PHARMACEUTICALS COM 75886F107 18,521 33,160 SH   DFND 1, 2 26,294 0 6,866
RESTAURANT BRANDS INTL INC COM 76131D103 7,437 115,411 SH   DFND 1, 2 91,861 0 23,550
ROCKWELL AUTOMATION INC COM 773903109 3,225 11,275 SH   DFND 1, 2 8,955 0 2,320
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 83,941 775,722 SH   DFND 1, 2 636,098 0 139,624
S&P GLOBAL INC COM 78409V104 15,921 38,790 SH   DFND 1, 2 34,200 0 4,590
SVB FINANCIAL GROUP COM 78486Q101 80,469 144,617 SH   DFND 1, 2 63,549 0 81,068
SCHLUMBERGER LTD COM STK 806857108 12,841 401,160 SH   DFND 1, 2 350,650 0 50,510
SEA LTD SPONSORD ADS 81141R100 104,138 379,234 SH   DFND 1, 2 339,224 0 40,010
SEAGEN INC COM 81181C104 95,188 602,915 SH   DFND 1, 2 315,320 0 287,595
SEMPRA ENERGY COM 816851109 17,513 132,193 SH   DFND 1, 2 123,078 0 9,115
SERVICENOW INC COM 81762P102 78,087 142,093 SH   DFND 1, 2 70,731 0 71,362
SHERWIN WILLIAMS CO COM 824348106 44,570 163,588 SH   DFND 1, 2 89,106 0 74,482
SHOPIFY INC CL A 82509L107 46,412 31,757 SH   DFND 1, 2 24,850 0 6,907
SMARTSHEET INC COM CL A 83200N103 12,677 175,291 SH   DFND 1, 2 137,332 0 37,959
SNAP INC CL A 83304A106 7,168 105,189 SH   DFND 1, 2 80,400 0 24,789
STATE STR CORP COM 857477103 417 5,073 SH   DFND 1, 2 5,073 0 0
TFI INTL INC COM 87241L109 75,404 825,932 SH   DFND 1, 2 723,594 0 102,338
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 160,376 1,334,684 SH   DFND 1, 2 912,982 0 421,702
TANDEM DIABETES CARE INC COM NEW 875372203 4,690 48,147 SH   DFND 1, 2 38,222 0 9,925
TC ENERGY CORP COM 87807B107 12,130 245,088 SH   DFND 1, 2 224,295 0 20,793
TELADOC HEALTH INC COM 87918A105 849 5,103 SH   DFND 1, 2 3,729 0 1,374
TELUS INTL CDA INC SUB VTG SHS 87975H100 47,431 1,524,617 SH   DFND 1, 2 1,302,819 0 221,798
TESLA INC COM 88160R101 207,941 305,931 SH   DFND 1, 2 242,642 0 63,289
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 4,222 426,488 SH   DFND 1, 2 379,307 0 47,181
TEXAS INSTRS INC COM 882508104 1,446 7,518 SH   DFND 1, 2 7,518 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 29,533 58,543 SH   DFND 1, 2 46,546 0 11,997
TOLL BROTHERS INC COM 889478103 3,963 68,559 SH   DFND 1, 2 68,559 0 0
TRANSDIGM GROUP INC COM 893641100 77,874 120,307 SH   DFND 1, 2 60,047 0 60,260
TRIMBLE INC COM 896239100 93,435 1,141,815 SH   DFND 1, 2 531,654 0 610,161
TRINITY INDS INC COM 896522109 2,488 92,511 SH   DFND 1, 2 92,511 0 0
TRIP COM GROUP LTD ADS 89677Q107 54,279 1,530,719 SH   DFND 1, 2 1,479,074 0 51,645
TRUPANION INC COM 898202106 616 5,349 SH   DFND 1, 2 5,349 0 0
TRUIST FINL CORP COM 89832Q109 1,898 34,196 SH   DFND 1, 2 34,196 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,733 114,383 SH   DFND 1, 2 90,982 0 23,401
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 38,062 399,181 SH   DFND 1, 2 189,661 0 209,520
UNION PAC CORP COM 907818108 470 2,136 SH   DFND 1, 2 2,136 0 0
UNITEDHEALTH GROUP INC COM 91324P102 77,606 193,803 SH   DFND 1, 2 95,533 0 98,270
V F CORP COM 918204108 3,114 37,962 SH   DFND 1, 2 37,962 0 0
VALE S A SPONSORED ADS 91912E105 297,344 13,035,696 SH   DFND 1, 2 11,176,610 0 1,859,086
VERISIGN INC COM 92343E102 7,611 33,425 SH   DFND 1, 2 33,425 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 23,248 115,299 SH   DFND 1, 2 91,229 0 24,070
VIATRIS INC COM 92556V106 269 18,855 SH   DFND 1, 2 15,313 0 3,542
VICI PPTYS INC COM 925652109 4,064 131,002 SH   DFND 1, 2 131,002 0 0
VIR BIOTECHNOLOGY INC COM 92764N102 2,860 60,488 SH   DFND 1, 2 47,208 0 13,280
VISA INC COM CL A 92826C839 129,278 552,894 SH   DFND 1, 2 320,474 0 232,420
WALGREENS BOOTS ALLIANCE INC COM 931427108 9,115 173,250 SH   DFND 1, 2 137,813 0 35,437
WASTE CONNECTIONS INC COM 94106B101 54,503 456,361 SH   DFND 1, 2 173,945 0 282,416
WASTE MGMT INC DEL COM 94106L109 244 1,745 SH   DFND 1, 2 1,745 0 0
WORKDAY INC CL A 98138H101 2,164 9,064 SH   DFND 1, 2 6,465 0 2,599
WYNN RESORTS LTD COM 983134107 38,222 312,524 SH   DFND 1, 2 78,464 0 234,060
XPENG INC ADS 98422D105 34,264 771,371 SH   DFND 1, 2 674,256 0 97,115
YUM BRANDS INC COM 988498101 47,341 411,554 SH   DFND 1, 2 177,817 0 233,737
ZAI LAB LTD ADR 98887Q104 11,187 63,205 SH   DFND 1, 2 48,139 0 15,066
ZENDESK INC COM 98936J101 5,068 35,113 SH   DFND 1, 2 26,290 0 8,823
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,165 13,464 SH   DFND 1, 2 13,464 0 0
ZOETIS INC CL A 98978V103 22,932 123,051 SH   DFND 1, 2 98,140 0 24,911
AON PLC SHS CL A G0403H108 92,738 388,416 SH   DFND 1, 2 148,203 0 240,213
ARCH CAP GROUP LTD ORD G0450A105 9,592 246,327 SH   DFND 1, 2 195,118 0 51,209
ATLASSIAN CORP PLC CL A G06242104 49,677 193,403 SH   DFND 1, 2 165,153 0 28,250
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 53,178 547,777 SH   DFND 1, 2 196,749 0 351,028
BUNGE LIMITED COM G16962105 8,702 111,356 SH   DFND 1, 2 88,570 0 22,786
DLOCAL LTD CLASS A COM G29018101 58,996 1,123,100 SH   DFND 1, 2 1,123,100 0 0
EVEREST RE GROUP LTD COM G3223R108 5,629 22,336 SH   DFND 1, 2 19,991 0 2,345
FABRINET SHS G3323L100 3,169 33,052 SH   DFND 1, 2 33,052 0 0
GENPACT LIMITED SHS G3922B107 40,332 887,785 SH   DFND 1, 2 887,785 0 0
HELEN OF TROY LTD COM G4388N106 3,026 13,267 SH   DFND 1, 2 13,267 0 0
LINDE PLC SHS G5494J103 11,865 41,041 SH   DFND 1, 2 34,502 0 6,539
APTIV PLC SHS G6095L109 2,992 19,019 SH   DFND 1, 2 15,219 0 3,800
NOVOCURE LTD ORD SHS G6674U108 33,006 148,798 SH   DFND 1, 2 125,724 0 23,074
PAGSEGURO DIGITAL LTD COM CL A G68707101 57,453 1,027,421 SH   DFND 1, 2 1,005,926 0 21,495
PATRIA INVESTMENTS LIMITED COM CL A G69451105 18,510 1,050,526 SH   DFND 1, 2 1,050,526 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 35,438 238,125 SH   DFND 1, 2 94,601 0 143,524
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 34,353 838,074 SH   DFND 1, 2 242,756 0 595,318
WILLIS TOWERS WATSON PLC LTD SHS G96629103 2,225 9,671 SH   DFND 1, 2 7,613 0 2,058
CHUBB LIMITED COM H1467J104 67,889 427,136 SH   DFND 1, 2 226,391 0 200,745
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 8,624 53,272 SH   DFND 1, 2 42,026 0 11,246
UBS GROUP AG SHS H42097107 31,197 2,038,278 SH   DFND 1, 2 1,822,403 0 215,875
LOGITECH INTL S A SHS H50430232 47,086 388,642 SH   DFND 1, 2 320,401 0 68,241
TE CONNECTIVITY LTD REG SHS H84989104 17,025 125,917 SH   DFND 1, 2 100,309 0 25,608
NEXA RES S A COM L67359106 7,420 846,055 SH   DFND 1, 2 846,055 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 7,587 27,530 SH   DFND 1, 2 27,530 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 282,462 408,867 SH   DFND 1, 2 251,829 0 157,038
ELASTIC N V ORD SHS N14506104 2,639 18,102 SH   DFND 1, 2 18,102 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 15,544 151,102 SH   DFND 1, 2 125,266 0 25,836
STELLANTIS N.V SHS N82405106 7,519 383,352 SH   DFND 1, 2 300,432 0 82,920
YANDEX N V SHS CLASS A N97284108 190,347 2,690,415 SH   DFND 1, 2 2,382,604 0 307,811
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 6,316 210,190 SH   DFND 1, 2 210,190 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 73,744 864,724 SH   DFND 1, 2 434,590 0 430,134