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 9,837 435,281 SH   DFND 1, 2 355,823 0 79,458
ABBOTT LABS COM 002824100 8,599 88,874 SH   DFND 1, 2 73,762 0 15,112
ABBVIE INC COM 00287Y109 3,479 25,923 SH   DFND 1, 2 21,235 0 4,688
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,661 13,303 SH   DFND 1, 2 10,978 0 2,325
AIRBNB INC COM CL A 009066101 4,398 41,868 SH   DFND 1, 2 36,049 0 5,819
ALBEMARLE CORP COM 012653101 6,424 24,293 SH   DFND 1, 2 19,951 0 4,342
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 13,614 68,015 SH   DFND 1, 2 56,072 0 11,943
ALPHABET INC CAP STK CL C 02079K107 30,580 318,049 SH   DFND 1, 2 260,554 0 57,495
ALPHABET INC CAP STK CL A 02079K305 27,042 282,723 SH   DFND 1, 2 232,462 0 50,261
ALTERYX INC COM CL A 02156B103 2,108 37,753 SH   DFND 1, 2 31,592 0 6,161
AMAZON COM INC COM 023135106 35,136 310,935 SH   DFND 1, 2 255,965 0 54,970
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 7,574 459,852 SH   DFND 1, 2 378,721 0 81,131
AMERICAN TOWER CORP NEW COM 03027X100 444 2,068 SH   DFND 1, 2 686 0 1,382
APPLE INC COM 037833100 10,245 74,129 SH   DFND 1, 2 60,897 0 13,232
APPLIED MATLS INC COM 038222105 8,683 105,985 SH   DFND 1, 2 88,673 0 17,312
ARCHER DANIELS MIDLAND CO COM 039483102 1,937 24,083 SH   DFND 1, 2 19,615 0 4,468
ASTRAZENECA PLC SPONSORED ADR 046353108 1,721 31,384 SH   DFND 1, 2 26,423 0 4,961
AXON ENTERPRISE INC COM 05464C101 1,392 12,025 SH   DFND 1, 2 10,151 0 1,874
BAKER HUGHES COMPANY CL A 05722G100 3,276 156,307 SH   DFND 1, 2 127,270 0 29,037
BK OF AMERICA CORP COM 060505104 9,319 308,587 SH   DFND 1, 2 253,214 0 55,373
BARRICK GOLD CORP COM 067901108 213 13,751 SH   DFND 1, 2 10,386 0 3,365
BEIGENE LTD SPONSORED ADR 07725L102 7,418 55,018 SH   DFND 1, 2 45,204 0 9,814
BIONTECH SE SPONSORED ADS 09075V102 2,165 16,054 SH   DFND 1, 2 13,162 0 2,892
BLACKROCK INC COM 09247X101 9,963 18,106 SH   DFND 1, 2 14,897 0 3,209
BLACKSTONE INC COM 09260D107 4,596 54,914 SH   DFND 1, 2 46,632 0 8,282
BOEING CO COM 097023105 3,173 26,208 SH   DFND 1, 2 22,128 0 4,080
BOOKING HOLDINGS INC COM 09857L108 16,485 10,032 SH   DFND 1, 2 8,305 0 1,727
BRISTOL-MYERS SQUIBB CO COM 110122108 9,421 132,518 SH   DFND 1, 2 109,203 0 23,315
BROADCOM INC COM 11135F101 25,960 58,468 SH   DFND 1, 2 47,900 0 10,568
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 7,905 193,327 SH   DFND 1, 2 158,553 0 34,774
CME GROUP INC COM 12572Q105 17,519 98,904 SH   DFND 1, 2 81,073 0 17,831
CANADIAN PAC RY LTD COM 13645T100 12,911 193,517 SH   DFND 1, 2 158,522 0 34,995
CARRIER GLOBAL CORPORATION COM 14448C104 14,962 420,767 SH   DFND 1, 2 345,724 0 75,043
CATERPILLAR INC COM 149123101 17,841 108,732 SH   DFND 1, 2 89,160 0 19,572
CENOVUS ENERGY INC COM 15135U109 10,192 662,886 SH   DFND 1, 2 547,927 0 114,959
CHART INDS INC COM 16115Q308 5,184 28,118 SH   DFND 1, 2 23,112 0 5,006
CITIGROUP INC COM NEW 172967424 2,332 55,965 SH   DFND 1, 2 46,395 0 9,570
CLOUDFLARE INC CL A COM 18915M107 890 16,093 SH   DFND 1, 2 14,424 0 1,669
CONCENTRIX CORP COM 20602D101 1,255 11,246 SH   DFND 1, 2 9,295 0 1,951
CONOCOPHILLIPS COM 20825C104 8,458 82,642 SH   DFND 1, 2 67,784 0 14,858
COPART INC COM 217204106 8,792 82,632 SH   DFND 1, 2 67,935 0 14,697
COSTCO WHSL CORP NEW COM 22160K105 17,927 37,960 SH   DFND 1, 2 31,275 0 6,685
DANAHER CORPORATION COM 235851102 16,232 62,845 SH   DFND 1, 2 51,540 0 11,305
DELTA AIR LINES INC DEL COM NEW 247361702 5,448 194,145 SH   DFND 1, 2 170,522 0 23,623
DEXCOM INC COM 252131107 1,829 22,713 SH   DFND 1, 2 19,019 0 3,694
EOG RES INC COM 26875P101 4,816 43,106 SH   DFND 1, 2 35,351 0 7,755
EDWARDS LIFESCIENCES CORP COM 28176E108 9,764 118,167 SH   DFND 1, 2 96,937 0 21,230
ELECTRONIC ARTS INC COM 285512109 3,474 30,024 SH   DFND 1, 2 24,759 0 5,265
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 2,072 102,292 SH   DFND 1, 2 87,067 0 15,225
EQUIFAX INC COM 294429105 6,784 39,573 SH   DFND 1, 2 32,631 0 6,942
EQUINIX INC COM 29444U700 1,472 2,588 SH   DFND 1, 2 831 0 1,757
ETSY INC COM 29786A106 2,242 22,393 SH   DFND 1, 2 18,515 0 3,878
META PLATFORMS INC CL A 30303M102 36,690 270,412 SH   DFND 1, 2 222,008 0 48,404
FEDEX CORP COM 31428X106 2,903 19,554 SH   DFND 1, 2 16,046 0 3,508
FIDELITY NATL INFORMATION SV COM 31620M106 3,248 42,986 SH   DFND 1, 2 35,558 0 7,428
FLEETCOR TECHNOLOGIES INC COM 339041105 580 3,295 SH   DFND 1, 2 2,876 0 419
FREEPORT-MCMORAN INC CL B 35671D857 2,800 102,439 SH   DFND 1, 2 85,286 0 17,153
GALLAGHER ARTHUR J & CO COM 363576109 2,292 13,386 SH   DFND 1, 2 11,026 0 2,360
GENERAL ELECTRIC CO COM NEW 369604301 1,396 22,547 SH   DFND 1, 2 18,500 0 4,047
GENERAL MLS INC COM 370334104 4,374 57,093 SH   DFND 1, 2 49,107 0 7,986
GENERAL MTRS CO COM 37045V100 3,573 111,351 SH   DFND 1, 2 92,623 0 18,728
GERDAU SA SPON ADR REP PFD 373737105 2,960 654,887 SH   DFND 1, 2 469,890 0 184,997
GODADDY INC CL A 380237107 13,537 190,988 SH   DFND 1, 2 156,629 0 34,359
GOLDMAN SACHS GROUP INC COM 38141G104 2,810 9,589 SH   DFND 1, 2 7,977 0 1,612
GRIFOLS S A SP ADR REP B NVT 398438408 2,003 325,135 SH   DFND 1, 2 273,691 0 51,444
HESS CORP COM 42809H107 3,632 33,327 SH   DFND 1, 2 27,885 0 5,442
HILTON GRAND VACATIONS INC COM 43283X105 3,426 104,164 SH   DFND 1, 2 86,769 0 17,395
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,575 54,512 SH   DFND 1, 2 45,611 0 8,901
HOME DEPOT INC COM 437076102 17,287 62,648 SH   DFND 1, 2 51,836 0 10,812
HONEYWELL INTL INC COM 438516106 4,243 25,411 SH   DFND 1, 2 20,700 0 4,711
HUBSPOT INC COM 443573100 3,757 13,909 SH   DFND 1, 2 11,704 0 2,205
ITT INC COM 45073V108 1,411 21,598 SH   DFND 1, 2 17,770 0 3,828
ICICI BANK LIMITED ADR 45104G104 10,893 519,471 SH   DFND 1, 2 425,252 0 94,219
IDEXX LABS INC COM 45168D104 7,038 21,602 SH   DFND 1, 2 17,697 0 3,905
INCYTE CORP COM 45337C102 1,901 28,522 SH   DFND 1, 2 23,556 0 4,966
INFOSYS LTD SPONSORED ADR 456788108 3,211 189,189 SH   DFND 1, 2 156,171 0 33,018
INSULET CORP COM 45784P101 11,156 48,631 SH   DFND 1, 2 40,130 0 8,501
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,409 48,545 SH   DFND 1, 2 39,822 0 8,723
INTUITIVE SURGICAL INC COM NEW 46120E602 10,688 57,022 SH   DFND 1, 2 46,908 0 10,114
JPMORGAN CHASE & CO COM 46625H100 21,935 209,903 SH   DFND 1, 2 172,028 0 37,875
L3HARRIS TECHNOLOGIES INC COM 502431109 4,150 19,968 SH   DFND 1, 2 17,754 0 2,214
LILLY ELI & CO COM 532457108 34,023 105,221 SH   DFND 1, 2 86,190 0 19,031
LULULEMON ATHLETICA INC COM 550021109 6,767 24,205 SH   DFND 1, 2 20,239 0 3,966
MASTERCARD INCORPORATED CL A 57636Q104 11,613 40,841 SH   DFND 1, 2 33,434 0 7,407
MCDONALDS CORP COM 580135101 3,011 13,050 SH   DFND 1, 2 11,685 0 1,365
MERCADOLIBRE INC COM 58733R102 5,940 7,176 SH   DFND 1, 2 6,056 0 1,120
METTLER TOLEDO INTERNATIONAL COM 592688105 4,601 4,244 SH   DFND 1, 2 3,474 0 770
MICROSOFT CORP COM 594918104 98,493 422,899 SH   DFND 1, 2 346,841 0 76,058
MICRON TECHNOLOGY INC COM 595112103 2,005 40,024 SH   DFND 1, 2 32,832 0 7,192
MONDELEZ INTL INC CL A 609207105 9,960 181,649 SH   DFND 1, 2 152,437 0 29,212
MONSTER BEVERAGE CORP NEW COM 61174X109 9,357 107,601 SH   DFND 1, 2 90,857 0 16,744
MOODYS CORP COM 615369105 6,675 27,458 SH   DFND 1, 2 22,483 0 4,975
MORGAN STANLEY COM NEW 617446448 6,222 78,751 SH   DFND 1, 2 64,542 0 14,209
MOSAIC CO NEW COM 61945C103 4,815 99,621 SH   DFND 1, 2 82,751 0 16,870
MOTOROLA SOLUTIONS INC COM NEW 620076307 10,637 47,494 SH   DFND 1, 2 38,906 0 8,588
NETFLIX INC COM 64110L106 18,854 80,079 SH   DFND 1, 2 66,148 0 13,931
NICE LTD SPONSORED ADR 653656108 637 3,383 SH   DFND 1, 2 0 0 3,383
NIKE INC CL B 654106103 10,579 127,277 SH   DFND 1, 2 106,859 0 20,418
NOVO-NORDISK A S ADR 670100205 1,649 16,552 SH   DFND 1, 2 13,578 0 2,974
NVIDIA CORPORATION COM 67066G104 4,182 34,452 SH   DFND 1, 2 29,682 0 4,770
NUTRIEN LTD COM 67077M108 3,014 36,102 SH   DFND 1, 2 29,596 0 6,506
ON SEMICONDUCTOR CORP COM 682189105 9,765 156,665 SH   DFND 1, 2 128,495 0 28,170
PAYPAL HLDGS INC COM 70450Y103 4,529 52,616 SH   DFND 1, 2 43,981 0 8,635
PFIZER INC COM 717081103 13,977 319,407 SH   DFND 1, 2 262,064 0 57,343
PHILIP MORRIS INTL INC COM 718172109 4,208 50,694 SH   DFND 1, 2 16,133 0 34,561
PINTEREST INC CL A 72352L106 660 28,322 SH   DFND 1, 2 23,784 0 4,538
PROCTER AND GAMBLE CO COM 742718109 2,573 20,382 SH   DFND 1, 2 19,113 0 1,269
REGAL REXNORD CORPORATION COM 758750103 4,217 30,045 SH   DFND 1, 2 24,686 0 5,359
REGENERON PHARMACEUTICALS COM 75886F107 22,381 32,489 SH   DFND 1, 2 26,657 0 5,832
RESTAURANT BRANDS INTL INC COM 76131D103 7,579 142,521 SH   DFND 1, 2 123,532 0 18,989
ROCKWELL AUTOMATION INC COM 773903109 2,609 12,131 SH   DFND 1, 2 9,908 0 2,223
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 4,918 84,186 SH   DFND 1, 2 69,673 0 14,513
S&P GLOBAL INC COM 78409V104 4,239 13,884 SH   DFND 1, 2 11,380 0 2,504
SVB FINANCIAL GROUP COM 78486Q101 5,838 17,387 SH   DFND 1, 2 14,243 0 3,144
SCHLUMBERGER LTD COM STK 806857108 6,095 169,772 SH   DFND 1, 2 138,818 0 30,954
SEA LTD SPONSORD ADS 81141R100 1,824 32,537 SH   DFND 1, 2 27,018 0 5,519
SEAGEN INC COM 81181C104 14,902 108,909 SH   DFND 1, 2 89,348 0 19,561
SEMPRA COM 816851109 8,719 58,149 SH   DFND 1, 2 48,786 0 9,363
SERVICENOW INC COM 81762P102 7,687 20,357 SH   DFND 1, 2 16,720 0 3,637
SHERWIN WILLIAMS CO COM 824348106 15,478 75,594 SH   DFND 1, 2 61,976 0 13,618
SHOPIFY INC CL A 82509L107 1,351 50,149 SH   DFND 1, 2 44,258 0 5,891
SMARTSHEET INC COM CL A 83200N103 2,783 81,003 SH   DFND 1, 2 68,152 0 12,851
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 4,854 53,485 SH   DFND 1, 2 43,835 0 9,650
BLOCK INC CL A 852234103 4,252 77,323 SH   DFND 1, 2 65,690 0 11,633
SYNOPSYS INC COM 871607107 5,383 17,621 SH   DFND 1, 2 14,652 0 2,969
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 819 11,940 SH   DFND 1, 2 11,940 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 2,157 45,088 SH   DFND 1, 2 38,158 0 6,930
TC ENERGY CORP COM 87807B107 2,199 54,539 SH   DFND 1, 2 45,801 0 8,738
TESLA INC COM 88160R101 138,516 522,208 SH   DFND 1, 2 416,422 0 105,786
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 378 46,829 SH   DFND 1, 2 0 0 46,829
THERMO FISHER SCIENTIFIC INC COM 883556102 24,201 47,716 SH   DFND 1, 2 39,104 0 8,612
TRADEWEB MKTS INC CL A 892672106 1,913 33,904 SH   DFND 1, 2 27,704 0 6,200
TRANSDIGM GROUP INC COM 893641100 4,718 8,989 SH   DFND 1, 2 7,499 0 1,490
TRIMBLE INC COM 896239100 7,982 147,082 SH   DFND 1, 2 120,671 0 26,411
TRIP COM GROUP LTD ADS 89677Q107 3,540 129,626 SH   DFND 1, 2 107,111 0 22,515
UBER TECHNOLOGIES INC COM 90353T100 4,164 157,123 SH   DFND 1, 2 130,609 0 26,514
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 1,263 30,511 SH   DFND 1, 2 25,250 0 5,261
VALE S A SPONSORED ADS 91912E105 14,238 1,068,909 SH   DFND 1, 2 857,531 0 211,378
VERTEX PHARMACEUTICALS INC COM 92532F100 20,514 70,850 SH   DFND 1, 2 58,091 0 12,759
VIATRIS INC COM 92556V106 355 41,691 SH   DFND 1, 2 30,055 0 11,636
VISA INC COM CL A 92826C839 8,221 46,274 SH   DFND 1, 2 38,068 0 8,206
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,704 149,816 SH   DFND 1, 2 122,433 0 27,383
WARNER MUSIC GROUP CORP COM CL A 934550203 1,794 77,282 SH   DFND 1, 2 64,109 0 13,173
WOLFSPEED INC COM 977852102 8,291 80,210 SH   DFND 1, 2 66,091 0 14,119
WORKDAY INC CL A 98138H101 1,754 11,526 SH   DFND 1, 2 10,210 0 1,316
YUM BRANDS INC COM 988498101 10,490 98,649 SH   DFND 1, 2 84,969 0 13,680
ZOETIS INC CL A 98978V103 19,838 133,779 SH   DFND 1, 2 109,972 0 23,807
AON PLC SHS CL A G0403H108 11,651 43,494 SH   DFND 1, 2 35,809 0 7,685
ARCH CAP GROUP LTD ORD G0450A105 7,336 161,080 SH   DFND 1, 2 131,341 0 29,739
BUNGE LIMITED COM G16962105 10,759 130,298 SH   DFND 1, 2 107,314 0 22,984
LINDE PLC SHS G5494J103 10,816 40,120 SH   DFND 1, 2 33,297 0 6,823
NOVOCURE LTD ORD SHS G6674U108 6,603 86,903 SH   DFND 1, 2 71,957 0 14,946
CHUBB LIMITED COM H1467J104 17,153 94,308 SH   DFND 1, 2 77,755 0 16,553
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 4,972 76,085 SH   DFND 1, 2 62,734 0 13,351
TE CONNECTIVITY LTD SHS H84989104 12,051 109,195 SH   DFND 1, 2 89,646 0 19,549
ASML HOLDING N V N Y REGISTRY SHS N07059210 7,202 17,340 SH   DFND 1, 2 14,416 0 2,924
ROYAL CARIBBEAN GROUP COM V7780T103 6,052 159,688 SH   DFND 1, 2 132,342 0 27,346