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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105   11,426,369 474,517 SH   DFND 1, 2 392,824 0 81,693
ABBOTT LABS COM 002824100   9,820,499 96,983 SH   DFND 1, 2 81,096 0 15,887
ABBVIE INC COM 00287Y109   2,173,488 13,638 SH   DFND 1, 2 11,525 0 2,113
ADOBE SYSTEMS INCORPORATED COM 00724F101   3,684,908 9,562 SH   DFND 1, 2 7,934 0 1,628
AIRBNB INC COM CL A 009066101   5,277,421 42,423 SH   DFND 1, 2 35,733 0 6,690
ALBEMARLE CORP COM 012653101   5,581,702 25,252 SH   DFND 1, 2 20,904 0 4,348
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   18,746,146 93,581 SH   DFND 1, 2 77,680 0 15,901
ALPHABET INC CAP STK CL C 02079K107   20,658,976 198,644 SH   DFND 1, 2 164,356 0 34,288
ALPHABET INC CAP STK CL A 02079K305   19,270,026 185,771 SH   DFND 1, 2 153,537 0 32,234
AMAZON COM INC COM 023135106   11,033,748 106,823 SH   DFND 1, 2 88,478 0 18,345
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   11,152,206 529,796 SH   DFND 1, 2 440,685 0 89,111
AMERICAN TOWER CORP NEW COM 03027X100   525,562 2,572 SH   DFND 1, 2 1,190 0 1,382
ANTERO RESOURCES CORP COM 03674X106   2,387,344 103,393 SH   DFND 1, 2 84,314 0 19,079
APPLE INC COM 037833100   13,016,876 78,938 SH   DFND 1, 2 65,176 0 13,762
APPLIED MATLS INC COM 038222105   12,413,323 101,061 SH   DFND 1, 2 82,914 0 18,147
ASTRAZENECA PLC SPONSORED ADR 046353108   3,207,714 46,214 SH   DFND 1, 2 40,980 0 5,234
AXON ENTERPRISE INC COM 05464C101   4,993,019 22,206 SH   DFND 1, 2 18,557 0 3,649
BAKER HUGHES COMPANY CL A 05722G100   4,800,803 166,348 SH   DFND 1, 2 137,311 0 29,037
BANK AMERICA CORP COM 060505104   7,788,295 272,318 SH   DFND 1, 2 225,180 0 47,138
BARRICK GOLD CORP COM 067901108   414,575 22,325 SH   DFND 1, 2 18,960 0 3,365
BEIGENE LTD SPONSORED ADR 07725L102   13,651,455 63,339 SH   DFND 1, 2 52,404 0 10,935
BIO-TECHNE CORP COM 09073M104   270,200 3,642 SH   DFND 1, 2 2,606 0 1,036
BIONTECH SE SPONSORED ADS 09075V102   2,306,289 18,514 SH   DFND 1, 2 15,267 0 3,247
BLACKROCK INC COM 09247X101   6,748,744 10,086 SH   DFND 1, 2 8,228 0 1,858
BLACKSTONE INC COM 09260D107   8,486,574 96,614 SH   DFND 1, 2 79,288 0 17,326
BOEING CO COM 097023105   6,291,752 29,618 SH   DFND 1, 2 24,444 0 5,174
BOOKING HOLDINGS INC COM 09857L108   28,083,717 10,588 SH   DFND 1, 2 8,819 0 1,769
BRISTOL-MYERS SQUIBB CO COM 110122108   11,818,880 170,522 SH   DFND 1, 2 142,224 0 28,298
BROADCOM INC COM 11135F101   45,488,394 70,905 SH   DFND 1, 2 58,548 0 12,357
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   5,034,103 153,854 SH   DFND 1, 2 127,821 0 26,033
CME GROUP INC COM 12572Q105   9,843,362 51,396 SH   DFND 1, 2 42,367 0 9,029
CANADIAN NATL RY CO COM 136375102   661,655 5,608 SH   DFND 1, 2 5,235 0 373
CANADIAN NAT RES LTD COM 136385101   5,800,051 104,835 SH   DFND 1, 2 86,829 0 18,006
CANADIAN PAC RY LTD COM 13645T100   17,807,378 231,445 SH   DFND 1, 2 191,927 0 39,518
CARRIER GLOBAL CORPORATION COM 14448C104   23,275,404 508,752 SH   DFND 1, 2 421,413 0 87,339
CATERPILLAR INC COM 149123101   26,852,314 117,341 SH   DFND 1, 2 97,018 0 20,323
CENOVUS ENERGY INC COM 15135U109   17,365,119 995,527 SH   DFND 1, 2 822,806 0 172,721
CHART INDS INC COM 16115Q308   4,346,113 34,658 SH   DFND 1, 2 28,656 0 6,002
CITIGROUP INC COM NEW 172967424   3,159,683 67,385 SH   DFND 1, 2 56,609 0 10,776
CLOUDFLARE INC CL A COM 18915M107   4,583,558 74,336 SH   DFND 1, 2 61,528 0 12,808
CONCENTRIX CORP COM 20602D101   2,855,088 23,489 SH   DFND 1, 2 19,604 0 3,885
CONOCOPHILLIPS COM 20825C104   8,755,183 88,249 SH   DFND 1, 2 73,048 0 15,201
COPART INC COM 217204106   13,321,872 177,129 SH   DFND 1, 2 146,315 0 30,814
CORTEVA INC COM 22052L104   4,366,806 72,406 SH   DFND 1, 2 60,194 0 12,212
COSTCO WHSL CORP NEW COM 22160K105   19,816,169 39,882 SH   DFND 1, 2 33,059 0 6,823
DANAHER CORPORATION COM 235851102   17,651,621 70,035 SH   DFND 1, 2 57,732 0 12,303
DELTA AIR LINES INC DEL COM NEW 247361702   9,466,498 271,091 SH   DFND 1, 2 235,840 0 35,251
DEXCOM INC COM 252131107   2,756,719 23,728 SH   DFND 1, 2 19,875 0 3,853
DISNEY WALT CO COM 254687106   1,652,445 16,503 SH   DFND 1, 2 13,639 0 2,864
EDWARDS LIFESCIENCES CORP COM 28176E108   10,735,541 129,766 SH   DFND 1, 2 107,929 0 21,837
ELECTRONIC ARTS INC COM 285512109   4,164,318 34,573 SH   DFND 1, 2 29,151 0 5,422
ENDAVA PLC ADS 29260V105   1,125,399 16,752 SH   DFND 1, 2 14,123 0 2,629
EPAM SYS INC COM 29414B104   1,734,798 5,802 SH   DFND 1, 2 4,665 0 1,137
EQUIFAX INC COM 294429105   8,560,051 42,201 SH   DFND 1, 2 35,066 0 7,135
EQUINIX INC COM 29444U700   2,507,056 3,477 SH   DFND 1, 2 1,409 0 2,068
ETSY INC COM 29786A106   3,616,555 32,485 SH   DFND 1, 2 26,978 0 5,507
META PLATFORMS INC CL A 30303M102   56,940,436 268,663 SH   DFND 1, 2 222,079 0 46,584
FEDEX CORP COM 31428X106   4,772,242 20,886 SH   DFND 1, 2 17,264 0 3,622
FIDELITY NATL INFORMATION SV COM 31620M106   1,643,102 30,243 SH   DFND 1, 2 25,221 0 5,022
FLEETCOR TECHNOLOGIES INC COM 339041105   808,821 3,836 SH   DFND 1, 2 3,417 0 419
FREEPORT-MCMORAN INC CL B 35671D857   4,292,973 104,937 SH   DFND 1, 2 86,617 0 18,320
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   509,078 6,206 SH   DFND 1, 2 5,400 0 806
GALLAGHER ARTHUR J & CO COM 363576109   3,867,714 20,217 SH   DFND 1, 2 16,746 0 3,471
GENERAL ELECTRIC CO COM NEW 369604301   3,995,984 41,799 SH   DFND 1, 2 34,654 0 7,145
GENERAL MLS INC COM 370334104   2,869,063 33,572 SH   DFND 1, 2 30,070 0 3,502
GENERAL MTRS CO COM 37045V100   3,400,199 92,699 SH   DFND 1, 2 79,132 0 13,567
GERDAU SA SPON ADR REP PFD 373737105   3,198,584 648,800 SH   DFND 1, 2 463,911 0 184,889
GODADDY INC CL A 380237107   16,159,931 207,925 SH   DFND 1, 2 172,517 0 35,408
GOLDMAN SACHS GROUP INC COM 38141G104   8,141,441 24,889 SH   DFND 1, 2 20,625 0 4,264
GRIFOLS S A SP ADR REP B NVT 398438408   2,893,558 392,613 SH   DFND 1, 2 331,948 0 60,665
HESS CORP COM 42809H107   5,253,369 39,696 SH   DFND 1, 2 33,155 0 6,541
HILTON WORLDWIDE HLDGS INC COM 43300A203   8,641,248 61,342 SH   DFND 1, 2 52,173 0 9,169
HOME DEPOT INC COM 437076102   19,636,990 66,539 SH   DFND 1, 2 55,283 0 11,256
HONEYWELL INTL INC COM 438516106   5,152,786 26,961 SH   DFND 1, 2 22,250 0 4,711
ITT INC COM 45073V108   1,863,907 21,598 SH   DFND 1, 2 17,770 0 3,828
ICICI BANK LIMITED ADR 45104G104   12,231,069 566,778 SH   DFND 1, 2 469,748 0 97,030
IDEXX LABS INC COM 45168D104   11,268,303 22,533 SH   DFND 1, 2 18,544 0 3,989
INFOSYS LTD SPONSORED ADR 456788108   2,634,469 151,059 SH   DFND 1, 2 128,278 0 22,781
INSULET CORP COM 45784P101   14,999,732 47,027 SH   DFND 1, 2 38,887 0 8,140
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   4,882,432 53,093 SH   DFND 1, 2 44,005 0 9,088
INTUITIVE SURGICAL INC COM NEW 46120E602   15,390,535 60,244 SH   DFND 1, 2 49,624 0 10,620
JPMORGAN CHASE & CO COM 46625H100   21,077,252 161,747 SH   DFND 1, 2 133,396 0 28,351
L3HARRIS TECHNOLOGIES INC COM 502431109   4,081,792 20,800 SH   DFND 1, 2 18,454 0 2,346
LILLY ELI & CO COM 532457108   36,545,039 106,415 SH   DFND 1, 2 88,098 0 18,317
LULULEMON ATHLETICA INC COM 550021109   8,758,770 24,050 SH   DFND 1, 2 19,997 0 4,053
MSCI INC COM 55354G100   910,616 1,627 SH   DFND 1, 2 1,345 0 282
MASTERCARD INCORPORATED CL A 57636Q104   12,435,527 34,219 SH   DFND 1, 2 28,364 0 5,855
MCDONALDS CORP COM 580135101   4,459,220 15,948 SH   DFND 1, 2 14,476 0 1,472
MERCADOLIBRE INC COM 58733R102   9,379,315 7,116 SH   DFND 1, 2 5,943 0 1,173
METTLER TOLEDO INTERNATIONAL COM 592688105   7,017,543 4,586 SH   DFND 1, 2 3,783 0 803
MICROSOFT CORP COM 594918104   125,148,147 434,090 SH   DFND 1, 2 358,858 0 75,232
MICRON TECHNOLOGY INC COM 595112103   1,858,170 30,795 SH   DFND 1, 2 25,460 0 5,335
MODERNA INC COM 60770K107   2,084,081 13,570 SH   DFND 1, 2 11,220 0 2,350
MONDELEZ INTL INC CL A 609207105   14,752,752 211,600 SH   DFND 1, 2 181,575 0 30,025
MONSTER BEVERAGE CORP NEW COM 61174X109   11,477,989 212,516 SH   DFND 1, 2 180,780 0 31,736
MOODYS CORP COM 615369105   8,431,769 27,553 SH   DFND 1, 2 22,661 0 4,892
MORGAN STANLEY COM NEW 617446448   9,585,916 109,179 SH   DFND 1, 2 90,061 0 19,118
MOSAIC CO NEW COM 61945C103   5,569,190 121,386 SH   DFND 1, 2 100,236 0 21,150
MOTOROLA SOLUTIONS INC COM NEW 620076307   16,894,260 59,044 SH   DFND 1, 2 48,801 0 10,243
NETFLIX INC COM 64110L106   27,313,649 79,060 SH   DFND 1, 2 65,360 0 13,700
NICE LTD SPONSORED ADR 653656108   982,396 4,292 SH   DFND 1, 2 0 0 4,292
NIKE INC CL B 654106103   13,942,328 113,685 SH   DFND 1, 2 95,407 0 18,278
NOVO-NORDISK A S ADR 670100205   4,039,451 25,383 SH   DFND 1, 2 22,266 0 3,117
NVIDIA CORPORATION COM 67066G104   8,119,773 29,232 SH   DFND 1, 2 24,116 0 5,116
NUTRIEN LTD COM 67077M108   1,980,756 26,827 SH   DFND 1, 2 22,348 0 4,479
ON SEMICONDUCTOR CORP COM 682189105   13,890,183 168,734 SH   DFND 1, 2 139,436 0 29,298
PFIZER INC COM 717081103   14,129,693 346,316 SH   DFND 1, 2 285,780 0 60,536
PHILIP MORRIS INTL INC COM 718172109   6,063,343 62,348 SH   DFND 1, 2 25,012 0 37,336
PINTEREST INC CL A 72352L106   804,165 29,489 SH   DFND 1, 2 24,951 0 4,538
PROCTER AND GAMBLE CO COM 742718109   3,388,645 22,790 SH   DFND 1, 2 21,521 0 1,269
REGAL REXNORD CORPORATION COM 758750103   4,479,717 31,832 SH   DFND 1, 2 26,321 0 5,511
REGENERON PHARMACEUTICALS COM 75886F107   25,707,589 31,287 SH   DFND 1, 2 25,901 0 5,386
RESTAURANT BRANDS INTL INC COM 76131D103   11,771,119 175,322 SH   DFND 1, 2 151,264 0 24,058
ROCKWELL AUTOMATION INC COM 773903109   3,685,732 12,560 SH   DFND 1, 2 10,337 0 2,223
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   8,801,123 93,341 SH   DFND 1, 2 78,351 0 14,990
S&P GLOBAL INC COM 78409V104   5,070,532 14,707 SH   DFND 1, 2 12,097 0 2,610
SALESFORCE INC COM 79466L302   12,736,375 63,752 SH   DFND 1, 2 52,480 0 11,272
SCHLUMBERGER LTD COM STK 806857108   8,933,450 181,944 SH   DFND 1, 2 150,243 0 31,701
SEA LTD SPONSORD ADS 81141R100   2,968,752 34,301 SH   DFND 1, 2 28,488 0 5,813
SEAGEN INC COM 81181C104   24,605,977 121,529 SH   DFND 1, 2 101,016 0 20,513
SEMPRA COM 816851109   11,699,784 77,400 SH   DFND 1, 2 65,362 0 12,038
SERVICENOW INC COM 81762P102   10,188,057 21,923 SH   DFND 1, 2 18,140 0 3,783
SHERWIN WILLIAMS CO COM 824348106   17,565,326 78,148 SH   DFND 1, 2 64,589 0 13,559
SHOPIFY INC CL A 82509L107   6,608,385 137,847 SH   DFND 1, 2 114,221 0 23,626
SMARTSHEET INC COM CL A 83200N103   3,776,200 79,000 SH   DFND 1, 2 65,485 0 13,515
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   4,275,672 52,747 SH   DFND 1, 2 43,572 0 9,175
BLOCK INC CL A 852234103   6,861,636 99,951 SH   DFND 1, 2 82,804 0 17,147
SYNOPSYS INC COM 871607107   10,359,998 26,822 SH   DFND 1, 2 22,199 0 4,623
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,041,080 11,192 SH   DFND 1, 2 11,192 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   1,592,416 13,348 SH   DFND 1, 2 11,344 0 2,004
TANDEM DIABETES CARE INC COM NEW 875372203   2,356,883 58,037 SH   DFND 1, 2 48,384 0 9,653
TC ENERGY CORP COM 87807B107   5,080,363 130,639 SH   DFND 1, 2 108,641 0 21,998
TESLA INC COM 88160R101   61,449,030 296,197 SH   DFND 1, 2 244,749 0 51,448
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   561,232 63,416 SH   DFND 1, 2 0 0 63,416
THERMO FISHER SCIENTIFIC INC COM 883556102   28,419,652 49,308 SH   DFND 1, 2 40,762 0 8,546
TRANSDIGM GROUP INC COM 893641100   10,170,553 13,799 SH   DFND 1, 2 11,773 0 2,026
TRIMBLE INC COM 896239100   8,381,801 159,897 SH   DFND 1, 2 132,109 0 27,788
TRIP COM GROUP LTD ADS 89677Q107   5,163,314 137,067 SH   DFND 1, 2 113,994 0 23,073
UBER TECHNOLOGIES INC COM 90353T100   3,379,062 106,595 SH   DFND 1, 2 88,768 0 17,827
VALE S A SPONSORED ADS 91912E105   12,885,759 816,588 SH   DFND 1, 2 657,023 0 159,565
VERTEX PHARMACEUTICALS INC COM 92532F100   21,964,475 69,713 SH   DFND 1, 2 57,778 0 11,935
VIATRIS INC COM 92556V106   401,067 41,691 SH   DFND 1, 2 30,055 0 11,636
VISA INC COM CL A 92826C839   11,466,445 50,858 SH   DFND 1, 2 42,134 0 8,724
WALGREENS BOOTS ALLIANCE INC COM 931427108   5,683,396 164,355 SH   DFND 1, 2 134,826 0 29,529
WARNER MUSIC GROUP CORP COM CL A 934550203   2,884,169 86,430 SH   DFND 1, 2 72,418 0 14,012
WOLFSPEED INC COM 977852102   5,897,135 90,795 SH   DFND 1, 2 74,985 0 15,810
WORKDAY INC CL A 98138H101   1,836,554 8,892 SH   DFND 1, 2 7,391 0 1,501
YUM BRANDS INC COM 988498101   13,465,952 101,953 SH   DFND 1, 2 88,992 0 12,961
ZOETIS INC CL A 98978V103   24,147,282 145,081 SH   DFND 1, 2 120,375 0 24,706
AON PLC SHS CL A G0403H108   13,911,856 44,124 SH   DFND 1, 2 36,377 0 7,747
ARCH CAP GROUP LTD ORD G0450A105   9,550,123 140,712 SH   DFND 1, 2 115,986 0 24,726
BUNGE LIMITED COM G16962105   14,049,846 147,088 SH   DFND 1, 2 122,101 0 24,987
LINDE PLC SHS G54950103   16,238,987 45,687 SH   DFND 1, 2 38,080 0 7,607
APTIV PLC SHS G6095L109   639,146 5,697 SH   DFND 1, 2 5,231 0 466
NOVOCURE LTD ORD SHS G6674U108   6,063,736 100,827 SH   DFND 1, 2 83,352 0 17,475
CHUBB LIMITED COM H1467J104   19,718,202 101,546 SH   DFND 1, 2 84,324 0 17,222
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   4,185,313 92,534 SH   DFND 1, 2 76,839 0 15,695
TE CONNECTIVITY LTD SHS H84989104   17,266,029 131,651 SH   DFND 1, 2 108,693 0 22,958
ASML HOLDING N V N Y REGISTRY SHS N07059210   13,286,778 19,519 SH   DFND 1, 2 15,916 0 3,603
ROYAL CARIBBEAN GROUP COM V7780T103   10,540,530 161,417 SH   DFND 1, 2 133,964 0 27,453