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 5,985 254,663 SH   DFND 1, 2 202,348 0 52,315
ABBOTT LABS COM 002824100 7,515 68,638 SH   DFND 1, 2 52,668 0 15,970
ACTIVISION BLIZZARD INC COM 00507V109 12,763 137,457 SH   DFND 1, 2 104,789 0 32,668
ADOBE SYSTEMS INCORPORATED COM 00724F101 21,572 43,134 SH   DFND 1, 2 32,827 0 10,307
ADVANCED MICRO DEVICES INC COM 007903107 11,395 124,250 SH   DFND 1, 2 95,917 0 28,333
AIRBNB INC COM CL A 009066101 3,188 21,716 SH   DFND 1, 2 18,713 0 3,003
AIR PRODS & CHEMS INC COM 009158106 586 2,145 SH   DFND 1, 2 1,627 0 518
ALLAKOS INC COM 01671P100 224 1,601 SH   DFND 1, 2 1,100 0 501
ALPHABET INC CAP STK CL C 02079K107 25,408 14,503 SH   DFND 1, 2 10,790 0 3,713
ALPHABET INC CAP STK CL A 02079K305 25,285 14,427 SH   DFND 1, 2 11,376 0 3,051
ALTERYX INC COM CL A 02156B103 4,340 35,635 SH   DFND 1, 2 27,272 0 8,363
AMAZON COM INC COM 023135106 83,511 25,641 SH   DFND 1, 2 19,465 0 6,176
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 9,319 640,947 SH   DFND 1, 2 484,431 0 156,516
AMERICAN TOWER CORP NEW COM 03027X100 1,344 5,987 SH   DFND 1, 2 0 0 5,987
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 1,570 69,418 SH   DFND 1, 2 52,374 0 17,044
APPLE INC COM 037833100 10,546 79,478 SH   DFND 1, 2 60,910 0 18,568
AUTODESK INC COM 052769106 8,819 28,881 SH   DFND 1, 2 22,007 0 6,874
BAKER HUGHES COMPANY CL A 05722G100 2,682 128,636 SH   DFND 1, 2 99,173 0 29,463
BK OF AMERICA CORP COM 060505104 10,473 345,514 SH   DFND 1, 2 262,559 0 82,955
BARRICK GOLD CORP COM 067901108 2,482 108,950 SH   DFND 1, 2 82,442 0 26,508
BAXTER INTL INC COM 071813109 2,735 34,080 SH   DFND 1, 2 25,808 0 8,272
BEIGENE LTD SPONSORED ADR 07725L102 13,479 52,166 SH   DFND 1, 2 39,650 0 12,516
BLACKROCK INC COM 09247X101 14,332 19,863 SH   DFND 1, 2 15,168 0 4,695
BOEING CO COM 097023105 5,177 24,186 SH   DFND 1, 2 19,129 0 5,057
BOOKING HOLDINGS INC COM 09857L108 19,117 8,583 SH   DFND 1, 2 6,521 0 2,062
BOSTON SCIENTIFIC CORP COM 101137107 2,080 57,861 SH   DFND 1, 2 44,534 0 13,327
BROADCOM INC COM 11135F101 32,485 74,193 SH   DFND 1, 2 56,332 0 17,861
CDK GLOBAL INC COM 12508E101 3,048 58,802 SH   DFND 1, 2 45,195 0 13,607
CF INDS HLDGS INC COM 125269100 616 15,906 SH   DFND 1, 2 12,410 0 3,496
CME GROUP INC COM 12572Q105 13,973 76,751 SH   DFND 1, 2 54,080 0 22,671
CANADIAN NAT RES LTD COM 136385101 1,819 75,727 SH   DFND 1, 2 58,642 0 17,085
CARRIER GLOBAL CORPORATION COM 14448C104 8,441 223,785 SH   DFND 1, 2 178,012 0 45,773
CATALENT INC COM 148806102 4,972 47,778 SH   DFND 1, 2 36,950 0 10,828
CATERPILLAR INC COM 149123101 2,784 15,294 SH   DFND 1, 2 11,567 0 3,727
CELANESE CORP DEL COM 150870103 1,130 8,694 SH   DFND 1, 2 6,469 0 2,225
CERIDIAN HCM HLDG INC COM 15677J108 365 3,421 SH   DFND 1, 2 2,600 0 821
CHEVRON CORP NEW COM 166764100 529 6,267 SH   DFND 1, 2 4,977 0 1,290
CITIGROUP INC COM NEW 172967424 1,313 21,290 SH   DFND 1, 2 16,181 0 5,109
COLGATE PALMOLIVE CO COM 194162103 6,241 72,988 SH   DFND 1, 2 57,657 0 15,331
CONOCOPHILLIPS COM 20825C104 3,973 99,354 SH   DFND 1, 2 75,623 0 23,731
COPART INC COM 217204106 9,403 73,896 SH   DFND 1, 2 56,967 0 16,929
COSTCO WHSL CORP NEW COM 22160K105 16,747 44,448 SH   DFND 1, 2 33,728 0 10,720
CREE INC COM 225447101 4,411 41,650 SH   DFND 1, 2 31,663 0 9,987
DANAHER CORPORATION COM 235851102 11,146 50,174 SH   DFND 1, 2 38,829 0 11,345
DELL TECHNOLOGIES INC CL C 24703L202 2,824 38,537 SH   DFND 1, 2 29,754 0 8,783
DELTA AIR LINES INC DEL COM NEW 247361702 6,626 164,797 SH   DFND 1, 2 132,097 0 32,700
DIGITAL RLTY TR INC COM 253868103 419 3,003 SH   DFND 1, 2 0 0 3,003
DOCUSIGN INC COM 256163106 4,595 20,670 SH   DFND 1, 2 16,619 0 4,051
DOMINOS PIZZA INC COM 25754A201 2,656 6,926 SH   DFND 1, 2 5,760 0 1,166
DOW INC COM 260557103 4,146 74,709 SH   DFND 1, 2 56,913 0 17,796
DUPONT DE NEMOURS INC COM 26614N102 3,449 48,498 SH   DFND 1, 2 36,505 0 11,993
EOG RES INC COM 26875P101 4,567 91,574 SH   DFND 1, 2 69,916 0 21,658
EDWARDS LIFESCIENCES CORP COM 28176E108 8,111 88,906 SH   DFND 1, 2 67,564 0 21,342
ELECTRONIC ARTS INC COM 285512109 1,691 11,776 SH   DFND 1, 2 8,877 0 2,899
EQUIFAX INC COM 294429105 8,528 44,225 SH   DFND 1, 2 34,093 0 10,132
EQUINIX INC COM 29444U700 2,012 2,817 SH   DFND 1, 2 0 0 2,817
FLIR SYS INC COM 302445101 2,399 54,732 SH   DFND 1, 2 41,638 0 13,094
FACEBOOK INC CL A 30303M102 80,611 295,104 SH   DFND 1, 2 224,123 0 70,981
FIDELITY NATL INFORMATION SV COM 31620M106 3,570 25,238 SH   DFND 1, 2 19,183 0 6,055
FLEETCOR TECHNOLOGIES INC COM 339041105 6,555 24,026 SH   DFND 1, 2 18,307 0 5,719
GENERAL ELECTRIC CO COM 369604103 1,092 101,085 SH   DFND 1, 2 79,352 0 21,733
GENERAL MLS INC COM 370334104 2,738 46,560 SH   DFND 1, 2 38,299 0 8,261
GENERAL MTRS CO COM 37045V100 4,152 99,720 SH   DFND 1, 2 83,798 0 15,922
GERDAU SA SPON ADR REP PFD 373737105 5,005 1,071,676 SH   DFND 1, 2 700,888 0 370,788
GILEAD SCIENCES INC COM 375558103 1,155 19,831 SH   DFND 1, 2 15,057 0 4,774
GLOBAL PMTS INC COM 37940X102 5,153 23,920 SH   DFND 1, 2 18,572 0 5,348
GODADDY INC CL A 380237107 11,531 139,008 SH   DFND 1, 2 106,378 0 32,630
GOLDMAN SACHS GROUP INC COM 38141G104 1,781 6,755 SH   DFND 1, 2 5,317 0 1,438
GRIFOLS S A SP ADR REP B NVT 398438408 3,916 212,382 SH   DFND 1, 2 161,104 0 51,278
HILTON GRAND VACATIONS INC COM 43283X105 4,104 130,925 SH   DFND 1, 2 102,771 0 28,154
HILTON WORLDWIDE HLDGS INC COM 43300A203 9,949 89,424 SH   DFND 1, 2 69,567 0 19,857
HOME DEPOT INC COM 437076102 10,480 39,456 SH   DFND 1, 2 31,005 0 8,451
HONEYWELL INTL INC COM 438516106 19,803 93,105 SH   DFND 1, 2 70,856 0 22,249
HUBSPOT INC COM 443573100 5,555 14,011 SH   DFND 1, 2 11,188 0 2,823
ICICI BANK LIMITED ADR 45104G104 7,607 511,942 SH   DFND 1, 2 393,830 0 118,112
IDEX CORP COM 45167R104 5,402 27,119 SH   DFND 1, 2 20,709 0 6,410
IDEXX LABS INC COM 45168D104 10,954 21,914 SH   DFND 1, 2 16,922 0 4,992
INCYTE CORP COM 45337C102 6,644 76,385 SH   DFND 1, 2 58,151 0 18,234
INFOSYS LTD SPONSORED ADR 456788108 3,433 202,552 SH   DFND 1, 2 159,200 0 43,352
INSULET CORP COM 45784P101 11,269 44,083 SH   DFND 1, 2 33,811 0 10,272
INTEL CORP COM 458140100 1,213 24,344 SH   DFND 1, 2 18,087 0 6,257
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,830 67,916 SH   DFND 1, 2 51,974 0 15,942
INTUITIVE SURGICAL INC COM NEW 46120E602 29,219 35,716 SH   DFND 1, 2 27,135 0 8,581
JPMORGAN CHASE & CO COM 46625H100 41,152 323,852 SH   DFND 1, 2 245,968 0 77,884
LENNOX INTL INC COM 526107107 6,928 25,289 SH   DFND 1, 2 19,500 0 5,789
LIVE NATION ENTERTAINMENT IN COM 538034109 543 7,395 SH   DFND 1, 2 6,388 0 1,007
MASTERCARD INCORPORATED CL A 57636Q104 42,689 119,597 SH   DFND 1, 2 91,025 0 28,572
MELCO RESORTS AND ENTMNT LTD ADR 585464100 823 44,391 SH   DFND 1, 2 0 0 44,391
MERCADOLIBRE INC COM 58733R102 19,416 11,590 SH   DFND 1, 2 8,962 0 2,628
METTLER TOLEDO INTERNATIONAL COM 592688105 2,956 2,594 SH   DFND 1, 2 1,973 0 621
MICROSOFT CORP COM 594918104 79,039 355,358 SH   DFND 1, 2 269,744 0 85,614
MICRON TECHNOLOGY INC COM 595112103 4,867 64,738 SH   DFND 1, 2 49,081 0 15,657
MONDELEZ INTL INC CL A 609207105 13,011 222,524 SH   DFND 1, 2 172,298 0 50,226
MONSTER BEVERAGE CORP NEW COM 61174X109 799 8,643 SH   DFND 1, 2 7,071 0 1,572
MOODYS CORP COM 615369105 18,173 62,614 SH   DFND 1, 2 48,066 0 14,548
MORGAN STANLEY COM NEW 617446448 2,057 30,019 SH   DFND 1, 2 23,672 0 6,347
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,495 20,550 SH   DFND 1, 2 15,633 0 4,917
NETFLIX INC COM 64110L106 38,506 71,211 SH   DFND 1, 2 54,215 0 16,996
NEWMONT CORP COM 651639106 1,347 22,488 SH   DFND 1, 2 16,936 0 5,552
NIKE INC CL B 654106103 24,603 173,911 SH   DFND 1, 2 133,276 0 40,635
NORTHROP GRUMMAN CORP COM 666807102 247 810 SH   DFND 1, 2 0 0 810
ON SEMICONDUCTOR CORP COM 682189105 5,306 162,101 SH   DFND 1, 2 122,569 0 39,532
PAYPAL HLDGS INC COM 70450Y103 36,607 156,305 SH   DFND 1, 2 119,200 0 37,105
PFIZER INC COM 717081103 12,994 352,990 SH   DFND 1, 2 269,352 0 83,638
PHILIP MORRIS INTL INC COM 718172109 1,594 19,251 SH   DFND 1, 2 0 0 19,251
REGENERON PHARMACEUTICALS COM 75886F107 13,732 28,424 SH   DFND 1, 2 21,656 0 6,768
RESTAURANT BRANDS INTL INC COM 76131D103 6,771 110,802 SH   DFND 1, 2 90,557 0 20,245
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 8,610 78,283 SH   DFND 1, 2 60,143 0 18,140
SVB FINANCIAL GROUP COM 78486Q101 5,596 14,430 SH   DFND 1, 2 10,892 0 3,538
SAREPTA THERAPEUTICS INC COM 803607100 216 1,265 SH   DFND 1, 2 1,056 0 209
SCHLUMBERGER LTD COM 806857108 5,511 252,449 SH   DFND 1, 2 192,034 0 60,415
SEA LTD SPONSORD ADS 81141R100 11,458 57,565 SH   DFND 1, 2 45,255 0 12,310
SEAGEN INC COM 81181C104 12,532 71,557 SH   DFND 1, 2 54,331 0 17,226
SEMPRA ENERGY COM 816851109 5,087 39,924 SH   DFND 1, 2 32,733 0 7,191
SERVICENOW INC COM 81762P102 9,991 18,151 SH   DFND 1, 2 13,793 0 4,358
SHERWIN WILLIAMS CO COM 824348106 13,696 18,636 SH   DFND 1, 2 14,172 0 4,464
SHOPIFY INC CL A 82509L107 25,072 22,149 SH   DFND 1, 2 17,049 0 5,100
SMARTSHEET INC COM CL A 83200N103 10,206 147,295 SH   DFND 1, 2 112,129 0 35,166
SNAP INC CL A 83304A106 5,183 103,525 SH   DFND 1, 2 82,118 0 21,407
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 45,397 416,336 SH   DFND 1, 2 222,485 0 193,851
TANDEM DIABETES CARE INC COM NEW 875372203 3,589 37,510 SH   DFND 1, 2 28,982 0 8,528
TC ENERGY CORP COM 87807B107 3,520 86,588 SH   DFND 1, 2 68,805 0 17,783
TELADOC HEALTH INC COM 87918A105 1,032 5,160 SH   DFND 1, 2 4,288 0 872
TESLA INC COM 88160R101 171,982 243,714 SH   DFND 1, 2 177,024 0 66,690
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,166 120,854 SH   DFND 1, 2 0 0 120,854
THERMO FISHER SCIENTIFIC INC COM 883556102 20,523 44,062 SH   DFND 1, 2 33,458 0 10,604
TRANSDIGM GROUP INC COM 893641100 4,548 7,349 SH   DFND 1, 2 5,673 0 1,676
TRIMBLE INC COM 896239100 10,317 154,516 SH   DFND 1, 2 117,056 0 37,460
TRIP COM GROUP LTD ADS 89677Q107 5,085 150,767 SH   DFND 1, 2 115,069 0 35,698
TWITTER INC COM 90184L102 2,512 46,398 SH   DFND 1, 2 35,998 0 10,400
UBER TECHNOLOGIES INC COM 90353T100 5,752 112,777 SH   DFND 1, 2 87,520 0 25,257
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 11,039 79,742 SH   DFND 1, 2 60,549 0 19,193
V F CORP COM 918204108 357 4,182 SH   DFND 1, 2 3,180 0 1,002
VALE S A SPONSORED ADS 91912E105 20,378 1,215,874 SH   DFND 1, 2 878,308 0 337,566
VERISIGN INC COM 92343E102 2,651 12,252 SH   DFND 1, 2 9,652 0 2,600
VERTEX PHARMACEUTICALS INC COM 92532F100 19,181 81,159 SH   DFND 1, 2 61,603 0 19,556
VIATRIS INC COM 92556V106 808 43,110 SH   DFND 1, 2 33,420 0 9,690
VIR BIOTECHNOLOGY INC COM 92764N102 1,311 48,973 SH   DFND 1, 2 37,414 0 11,559
VISA INC COM CL A 92826C839 18,595 85,014 SH   DFND 1, 2 65,760 0 19,254
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,145 129,019 SH   DFND 1, 2 98,300 0 30,719
WORKDAY INC CL A 98138H101 1,847 7,709 SH   DFND 1, 2 5,917 0 1,792
YUM BRANDS INC COM 988498101 3,774 34,764 SH   DFND 1, 2 29,649 0 5,115
ZENDESK INC COM 98936J101 5,934 41,459 SH   DFND 1, 2 31,587 0 9,872
ZOETIS INC CL A 98978V103 15,611 94,329 SH   DFND 1, 2 72,763 0 21,566
AON PLC SHS CL A G0403H108 4,566 21,611 SH   DFND 1, 2 17,041 0 4,570
ARCH CAP GROUP LTD ORD G0450A105 6,986 193,674 SH   DFND 1, 2 149,409 0 44,265
EVEREST RE GROUP LTD COM G3223R108 3,142 13,424 SH   DFND 1, 2 10,632 0 2,792
LINDE PLC SHS G5494J103 7,519 28,533 SH   DFND 1, 2 21,690 0 6,843
NOVOCURE LTD ORD SHS G6674U108 10,316 59,618 SH   DFND 1, 2 45,630 0 13,988
RENAISSANCERE HLDGS LTD COM G7496G103 1,546 9,325 SH   DFND 1, 2 7,625 0 1,700
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,952 9,267 SH   DFND 1, 2 7,493 0 1,774
CHUBB LIMITED COM H1467J104 14,137 91,847 SH   DFND 1, 2 70,657 0 21,190
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 10,618 69,349 SH   DFND 1, 2 52,760 0 16,589
UBS GROUP AG SHS H42097107 6,316 448,209 SH   DFND 1, 2 341,690 0 106,519
TE CONNECTIVITY LTD REG SHS H84989104 10,236 84,544 SH   DFND 1, 2 64,290 0 20,254
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,178 3,745 SH   DFND 1, 2 2,953 0 792
ASML HOLDING N V N Y REGISTRY SHS N07059210 7,240 14,845 SH   DFND 1, 2 11,614 0 3,231
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,039 87,703 SH   DFND 1, 2 66,886 0 20,817
ROYAL CARIBBEAN GROUP COM V7780T103 4,149 55,553 SH   DFND 1, 2 42,224 0 13,329