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 4,571 252,394 SH   DFND 1, 2 200,623 0 51,771
ABBOTT LABS COM 002824100 7,470 68,638 SH   DFND 1, 2 52,668 0 15,970
ACTIVISION BLIZZARD INC COM 00507V109 11,127 137,457 SH   DFND 1, 2 104,789 0 32,668
ADOBE SYSTEMS INCORPORATED COM 00724F101 20,895 42,605 SH   DFND 1, 2 32,251 0 10,354
ADVANCED MICRO DEVICES INC COM 007903107 9,986 121,799 SH   DFND 1, 2 93,444 0 28,355
AGIOS PHARMACEUTICALS INC COM 00847X104 2,183 62,358 SH   DFND 1, 2 47,136 0 15,222
AIR PRODS & CHEMS INC COM 009158106 639 2,145 SH   DFND 1, 2 1,627 0 518
ALPHABET INC CAP STK CL C 02079K107 20,905 14,225 SH   DFND 1, 2 10,382 0 3,843
ALPHABET INC CAP STK CL A 02079K305 22,101 15,080 SH   DFND 1, 2 11,919 0 3,161
ALTERYX INC COM CL A 02156B103 4,161 36,642 SH   DFND 1, 2 28,029 0 8,613
ALTICE USA INC CL A 02156K103 1,420 54,607 SH   DFND 1, 2 44,582 0 10,025
AMAZON COM INC COM 023135106 81,140 25,769 SH   DFND 1, 2 19,558 0 6,211
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 7,860 629,315 SH   DFND 1, 2 472,570 0 156,745
AMERICAN TOWER CORP NEW COM 03027X100 1,483 6,135 SH   DFND 1, 2 0 0 6,135
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 1,831 69,418 SH   DFND 1, 2 52,374 0 17,044
APPLE INC COM 037833100 10,087 87,100 SH   DFND 1, 2 68,269 0 18,831
AUTODESK INC COM 052769106 7,736 33,486 SH   DFND 1, 2 25,401 0 8,085
BAKER HUGHES COMPANY CL A 05722G100 3,268 245,907 SH   DFND 1, 2 186,120 0 59,787
BK OF AMERICA CORP COM 060505104 2,394 99,370 SH   DFND 1, 2 73,817 0 25,553
BARRICK GOLD CORP COM 067901108 2,813 100,087 SH   DFND 1, 2 79,117 0 20,970
BAXTER INTL INC COM 071813109 2,569 31,943 SH   DFND 1, 2 24,184 0 7,759
BEIGENE LTD SPONSORED ADR 07725L102 18,329 63,989 SH   DFND 1, 2 48,513 0 15,476
BLACKROCK INC COM 09247X101 11,155 19,794 SH   DFND 1, 2 15,168 0 4,626
BOEING CO COM 097023105 4,024 24,352 SH   DFND 1, 2 19,295 0 5,057
BOOKING HOLDINGS INC COM 09857L108 10,119 5,915 SH   DFND 1, 2 4,499 0 1,416
BOSTON SCIENTIFIC CORP COM 101137107 15,310 400,691 SH   DFND 1, 2 304,843 0 95,848
BROADCOM INC COM 11135F101 27,727 76,106 SH   DFND 1, 2 57,667 0 18,439
CDK GLOBAL INC COM 12508E101 2,563 58,802 SH   DFND 1, 2 45,195 0 13,607
CF INDS HLDGS INC COM 125269100 488 15,906 SH   DFND 1, 2 12,410 0 3,496
CME GROUP INC COM 12572Q105 12,841 76,751 SH   DFND 1, 2 54,080 0 22,671
CANADIAN NAT RES LTD COM 136385101 1,213 75,727 SH   DFND 1, 2 58,642 0 17,085
CARRIER GLOBAL CORPORATION COM 14448C104 1,643 53,783 SH   DFND 1, 2 42,435 0 11,348
CELANESE CORP DEL COM 150870103 934 8,694 SH   DFND 1, 2 6,469 0 2,225
COLGATE PALMOLIVE CO COM 194162103 6,095 79,004 SH   DFND 1, 2 61,895 0 17,109
CONOCOPHILLIPS COM 20825C104 3,101 94,414 SH   DFND 1, 2 71,433 0 22,981
COPART INC COM 217204106 7,635 72,602 SH   DFND 1, 2 55,673 0 16,929
COSTCO WHSL CORP NEW COM 22160K105 16,053 45,220 SH   DFND 1, 2 33,756 0 11,464
CREE INC COM 225447101 2,675 41,974 SH   DFND 1, 2 31,663 0 10,311
DANAHER CORPORATION COM 235851102 11,315 52,546 SH   DFND 1, 2 40,632 0 11,914
DELL TECHNOLOGIES INC CL C 24703L202 2,764 40,840 SH   DFND 1, 2 31,505 0 9,335
DIGITAL RLTY TR INC COM 253868103 462 3,147 SH   DFND 1, 2 0 0 3,147
DOMINOS PIZZA INC COM 25754A201 3,217 7,564 SH   DFND 1, 2 6,398 0 1,166
DOW INC COM 260557103 3,446 73,246 SH   DFND 1, 2 55,450 0 17,796
DUPONT DE NEMOURS INC COM 26614N102 2,463 44,391 SH   DFND 1, 2 32,398 0 11,993
EOG RES INC COM 26875P101 3,157 87,828 SH   DFND 1, 2 66,170 0 21,658
EDWARDS LIFESCIENCES CORP COM 28176E108 7,096 88,906 SH   DFND 1, 2 67,564 0 21,342
ELECTRONIC ARTS INC COM 285512109 1,331 10,208 SH   DFND 1, 2 7,309 0 2,899
EQUIFAX INC COM 294429105 6,918 44,094 SH   DFND 1, 2 34,093 0 10,001
EQUINIX INC COM 29444U700 2,141 2,816 SH   DFND 1, 2 0 0 2,816
FLIR SYS INC COM 302445101 1,962 54,732 SH   DFND 1, 2 41,638 0 13,094
FACEBOOK INC CL A 30303M102 78,011 297,866 SH   DFND 1, 2 226,149 0 71,717
FIDELITY NATL INFORMATION SV COM 31620M106 1,743 11,842 SH   DFND 1, 2 8,689 0 3,153
FLEETCOR TECHNOLOGIES INC COM 339041105 3,680 15,457 SH   DFND 1, 2 11,786 0 3,671
GENERAL ELECTRIC CO COM 369604103 630 101,085 SH   DFND 1, 2 79,352 0 21,733
GENERAL MLS INC COM 370334104 2,907 47,131 SH   DFND 1, 2 38,299 0 8,832
GENERAL MTRS CO COM 37045V100 2,699 91,230 SH   DFND 1, 2 75,308 0 15,922
GERDAU SA SPON ADR REP PFD 373737105 3,965 1,071,676 SH   DFND 1, 2 700,888 0 370,788
GILEAD SCIENCES INC COM 375558103 1,253 19,831 SH   DFND 1, 2 15,057 0 4,774
GLOBAL PMTS INC COM 37940X102 4,224 23,784 SH   DFND 1, 2 18,572 0 5,212
GODADDY INC CL A 380237107 10,560 139,008 SH   DFND 1, 2 106,378 0 32,630
GOLDMAN SACHS GROUP INC COM 38141G104 1,187 5,906 SH   DFND 1, 2 4,657 0 1,249
GRIFOLS S A SP ADR REP B NVT 398438408 3,412 196,672 SH   DFND 1, 2 149,182 0 47,490
HILTON GRAND VACATIONS INC COM 43283X105 2,843 135,516 SH   DFND 1, 2 107,362 0 28,154
HILTON WORLDWIDE HLDGS INC COM 43300A203 7,855 92,065 SH   DFND 1, 2 72,474 0 19,591
HOME DEPOT INC COM 437076102 8,772 31,586 SH   DFND 1, 2 25,749 0 5,837
HONEYWELL INTL INC COM 438516106 15,277 92,809 SH   DFND 1, 2 70,856 0 21,953
ICICI BANK LIMITED ADR 45104G104 5,068 515,552 SH   DFND 1, 2 393,830 0 121,722
IDEX CORP COM 45167R104 5,613 30,771 SH   DFND 1, 2 22,897 0 7,874
IDEXX LABS INC COM 45168D104 8,615 21,914 SH   DFND 1, 2 16,922 0 4,992
INCYTE CORP COM 45337C102 6,663 74,247 SH   DFND 1, 2 55,766 0 18,481
INFOSYS LTD SPONSORED ADR 456788108 2,818 204,045 SH   DFND 1, 2 159,200 0 44,845
INSULET CORP COM 45784P101 10,430 44,083 SH   DFND 1, 2 33,811 0 10,272
INTEL CORP COM 458140100 1,176 22,710 SH   DFND 1, 2 16,453 0 6,257
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,701 66,974 SH   DFND 1, 2 50,803 0 16,171
INTUITIVE SURGICAL INC COM NEW 46120E602 25,221 35,545 SH   DFND 1, 2 26,982 0 8,563
JPMORGAN CHASE & CO COM 46625H100 25,931 269,359 SH   DFND 1, 2 204,103 0 65,256
LENNOX INTL INC COM 526107107 6,735 24,706 SH   DFND 1, 2 19,102 0 5,604
LILLY ELI & CO COM 532457108 1,336 9,025 SH   DFND 1, 2 7,546 0 1,479
LIVE NATION ENTERTAINMENT IN COM 538034109 225 4,171 SH   DFND 1, 2 3,164 0 1,007
MASTERCARD INCORPORATED CL A 57636Q104 44,120 130,467 SH   DFND 1, 2 99,377 0 31,090
MELCO RESORTS AND ENTMNT LTD ADR 585464100 739 44,391 SH   DFND 1, 2 0 0 44,391
MERCADOLIBRE INC COM 58733R102 13,112 12,113 SH   DFND 1, 2 9,336 0 2,777
MERCK & CO. INC COM 58933Y105 1,567 18,894 SH   DFND 1, 2 16,076 0 2,818
METTLER TOLEDO INTERNATIONAL COM 592688105 2,505 2,594 SH   DFND 1, 2 1,973 0 621
MICROSOFT CORP COM 594918104 71,036 337,734 SH   DFND 1, 2 255,685 0 82,049
MICRON TECHNOLOGY INC COM 595112103 2,995 63,768 SH   DFND 1, 2 47,682 0 16,086
MONDELEZ INTL INC CL A 609207105 12,784 222,524 SH   DFND 1, 2 172,298 0 50,226
MOODYS CORP COM 615369105 18,149 62,614 SH   DFND 1, 2 48,066 0 14,548
MORGAN STANLEY COM NEW 617446448 2,034 42,060 SH   DFND 1, 2 35,713 0 6,347
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,098 19,755 SH   DFND 1, 2 14,838 0 4,917
NETAPP INC COM 64110D104 1,569 35,793 SH   DFND 1, 2 27,968 0 7,825
NETFLIX INC COM 64110L106 37,752 75,499 SH   DFND 1, 2 57,443 0 18,056
NEWMONT CORP COM 651639106 1,427 22,488 SH   DFND 1, 2 16,936 0 5,552
NIKE INC CL B 654106103 21,792 173,586 SH   DFND 1, 2 133,276 0 40,310
NORTHROP GRUMMAN CORP COM 666807102 279 883 SH   DFND 1, 2 0 0 883
ON SEMICONDUCTOR CORP COM 682189105 3,458 159,443 SH   DFND 1, 2 119,856 0 39,587
PAYPAL HLDGS INC COM 70450Y103 29,691 150,691 SH   DFND 1, 2 116,045 0 34,646
PEPSICO INC COM 713448108 3,566 25,732 SH   DFND 1, 2 22,832 0 2,900
PFIZER INC COM 717081103 12,188 332,105 SH   DFND 1, 2 253,045 0 79,060
PHILIP MORRIS INTL INC COM 718172109 1,348 17,976 SH   DFND 1, 2 0 0 17,976
REGENERON PHARMACEUTICALS COM 75886F107 15,733 28,105 SH   DFND 1, 2 21,543 0 6,562
RESTAURANT BRANDS INTL INC COM 76131D103 6,148 106,904 SH   DFND 1, 2 87,559 0 19,345
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 6,178 75,560 SH   DFND 1, 2 58,723 0 16,837
SVB FINANCIAL GROUP COM 78486Q101 3,396 14,114 SH   DFND 1, 2 10,650 0 3,464
SCHLUMBERGER LTD COM 806857108 3,721 239,107 SH   DFND 1, 2 179,894 0 59,213
SEA LTD SPONSORD ADS 81141R100 7,825 50,797 SH   DFND 1, 2 39,515 0 11,282
SEATTLE GENETICS INC COM 812578102 16,214 82,857 SH   DFND 1, 2 62,964 0 19,893
SEMPRA ENERGY COM 816851109 4,725 39,924 SH   DFND 1, 2 32,733 0 7,191
SERVICENOW INC COM 81762P102 10,800 22,268 SH   DFND 1, 2 17,038 0 5,230
SHERWIN WILLIAMS CO COM 824348106 13,375 19,197 SH   DFND 1, 2 14,537 0 4,660
SHOPIFY INC CL A 82509L107 22,819 22,307 SH   DFND 1, 2 17,121 0 5,186
SMARTSHEET INC COM CL A 83200N103 7,156 144,795 SH   DFND 1, 2 110,127 0 34,668
SNAP INC CL A 83304A106 2,528 96,814 SH   DFND 1, 2 74,614 0 22,200
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 35,117 433,175 SH   DFND 1, 2 233,099 0 200,076
TANDEM DIABETES CARE INC COM NEW 875372203 1,863 16,417 SH   DFND 1, 2 13,272 0 3,145
TC ENERGY CORP COM 87807B107 3,633 86,588 SH   DFND 1, 2 68,805 0 17,783
TELADOC HEALTH INC COM 87918A105 1,181 5,385 SH   DFND 1, 2 4,513 0 872
TESLA INC COM 88160R101 144,380 336,542 SH   DFND 1, 2 249,575 0 86,967
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,013 112,445 SH   DFND 1, 2 0 0 112,445
TEXAS INSTRS INC COM 882508104 2,016 14,118 SH   DFND 1, 2 10,278 0 3,840
THERMO FISHER SCIENTIFIC INC COM 883556102 19,003 43,040 SH   DFND 1, 2 32,437 0 10,603
TRANSDIGM GROUP INC COM 893641100 3,114 6,554 SH   DFND 1, 2 4,973 0 1,581
TRIMBLE INC COM 896239100 7,525 154,516 SH   DFND 1, 2 117,056 0 37,460
TRIP COM GROUP LTD ADS 89677Q107 4,654 149,440 SH   DFND 1, 2 113,011 0 36,429
TWITTER INC COM 90184L102 1,900 42,703 SH   DFND 1, 2 32,303 0 10,400
UBER TECHNOLOGIES INC COM 90353T100 1,510 41,404 SH   DFND 1, 2 31,685 0 9,719
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 6,470 78,726 SH   DFND 1, 2 59,698 0 19,028
VALE S A SPONSORED ADS 91912E105 11,624 1,098,663 SH   DFND 1, 2 784,737 0 313,926
VERISIGN INC COM 92343E102 2,510 12,252 SH   DFND 1, 2 9,652 0 2,600
VERTEX PHARMACEUTICALS INC COM 92532F100 22,382 82,250 SH   DFND 1, 2 62,103 0 20,147
VIR BIOTECHNOLOGY INC COM 92764N102 1,681 48,973 SH   DFND 1, 2 37,414 0 11,559
VISA INC COM CL A 92826C839 26,768 133,861 SH   DFND 1, 2 103,055 0 30,806
WABTEC COM 929740108 1,470 23,763 SH   DFND 1, 2 16,991 0 6,772
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,186 88,695 SH   DFND 1, 2 66,287 0 22,408
WHEATON PRECIOUS METALS CORP COM 962879102 1,258 25,666 SH   DFND 1, 2 20,258 0 5,408
WORKDAY INC CL A 98138H101 1,658 7,709 SH   DFND 1, 2 5,917 0 1,792
YUM BRANDS INC COM 988498101 3,306 36,207 SH   DFND 1, 2 31,092 0 5,115
ZENDESK INC COM 98936J101 4,378 42,536 SH   DFND 1, 2 32,664 0 9,872
ZOETIS INC CL A 98978V103 15,933 96,345 SH   DFND 1, 2 74,296 0 22,049
AON PLC SHS CL A G0403H108 4,458 21,611 SH   DFND 1, 2 17,041 0 4,570
ARCH CAP GROUP LTD ORD G0450A105 4,248 145,222 SH   DFND 1, 2 113,471 0 31,751
EVEREST RE GROUP LTD COM G3223R108 2,652 13,424 SH   DFND 1, 2 10,632 0 2,792
LINDE PLC SHS G5494J103 10,016 42,063 SH   DFND 1, 2 31,752 0 10,311
NOVOCURE LTD ORD SHS G6674U108 6,544 58,794 SH   DFND 1, 2 44,775 0 14,019
RENAISSANCERE HLDGS LTD COM G7496G103 1,583 9,325 SH   DFND 1, 2 7,625 0 1,700
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,903 9,111 SH   DFND 1, 2 7,223 0 1,888
CHUBB LIMITED COM H1467J104 10,635 91,583 SH   DFND 1, 2 70,657 0 20,926
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 5,724 68,433 SH   DFND 1, 2 52,006 0 16,427
UBS GROUP AG SHS H42097107 5,015 448,209 SH   DFND 1, 2 341,690 0 106,519
TE CONNECTIVITY LTD REG SHS H84989104 8,110 82,974 SH   DFND 1, 2 62,758 0 20,216
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,127 4,648 SH   DFND 1, 2 3,973 0 675
ASML HOLDING N V N Y REGISTRY SHS N07059210 3,972 10,756 SH   DFND 1, 2 8,290 0 2,466
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,860 54,762 SH   DFND 1, 2 41,852 0 12,910