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   8,663,902 483,207 SH   DFND 1, 2 453,317 0 29,890
ATS CORPORATION COM 00217Y104   5,043,904 149,785 SH   DFND 1, 2 138,720 0 11,065
ABBOTT LABS COM 002824100   27,276,581 239,984 SH   DFND 1, 2 222,676 0 17,308
ABBVIE INC COM 00287Y109   13,567,907 74,508 SH   DFND 1, 2 70,350 0 4,158
ADOBE INC COM 00724F101   2,725,849 5,402 SH   DFND 1, 2 5,066 0 336
AIRBNB INC COM CL A 009066101   17,211,432 104,337 SH   DFND 1, 2 94,047 0 10,290
ALBEMARLE CORP COM 012653101   254,917 1,935 SH   DFND 1, 2 1,935 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   8,148,170 112,606 SH   DFND 1, 2 112,606 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   10,926,140 73,109 SH   DFND 1, 2 66,038 0 7,071
ALPHABET INC CAP STK CL C 02079K107   48,315,905 317,325 SH   DFND 1, 2 291,970 0 25,355
ALPHABET INC CAP STK CL A 02079K305   47,050,918 311,740 SH   DFND 1, 2 287,584 0 24,156
ALTRIA GROUP INC COM 02209S103   585,293 13,418 SH   DFND 1, 2 13,418 0 0
AMAZON COM INC COM 023135106   40,133,287 222,493 SH   DFND 1, 2 202,308 0 20,185
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   23,414,829 1,254,814 SH   DFND 1, 2 1,181,584 0 73,230
AMETEK INC COM 031100100   5,883,344 32,167 SH   DFND 1, 2 32,167 0 0
ANALOG DEVICES INC COM 032654105   3,746,736 18,943 SH   DFND 1, 2 18,943 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   537,964 8,851 SH   DFND 1, 2 8,851 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   302,378 2,689 SH   DFND 1, 2 2,689 0 0
APPLE INC COM 037833100   33,519,367 195,471 SH   DFND 1, 2 183,183 0 12,288
APPLIED MATLS INC COM 038222105   9,383,465 45,500 SH   DFND 1, 2 41,223 0 4,277
ARAMARK COM 03852U106   300,452 9,239 SH   DFND 1, 2 9,239 0 0
ARISTA NETWORKS INC COM 040413106   10,762,318 37,114 SH   DFND 1, 2 33,498 0 3,616
ARMSTRONG WORLD INDS INC NEW COM 04247X102   3,955,537 31,843 SH   DFND 1, 2 31,843 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   2,594,080 38,289 SH   DFND 1, 2 33,970 0 4,319
AXON ENTERPRISE INC COM 05464C101   2,211,123 7,067 SH   DFND 1, 2 7,067 0 0
BAKER HUGHES COMPANY CL A 05722G100   4,229,107 126,242 SH   DFND 1, 2 112,931 0 13,311
BANK AMERICA CORP COM 060505104   12,074,145 318,411 SH   DFND 1, 2 287,392 0 31,019
BARRICK GOLD CORP COM 067901108   1,342,349 80,670 SH   DFND 1, 2 80,670 0 0
BEIGENE LTD SPONSORED ADR 07725L102   30,017,809 191,942 SH   DFND 1, 2 183,623 0 8,319
BIONTECH SE SPONSORED ADS 09075V102   2,219,351 24,058 SH   DFND 1, 2 21,575 0 2,483
BLACKROCK INC COM 09247X101   10,337,880 12,400 SH   DFND 1, 2 11,213 0 1,187
BLACKSTONE INC COM 09260D107   16,344,793 124,418 SH   DFND 1, 2 112,775 0 11,643
BLUE OWL CAPITAL INC COM CL A 09581B103   212,401 11,262 SH   DFND 1, 2 11,262 0 0
BOEING CO COM 097023105   4,933,210 25,562 SH   DFND 1, 2 25,562 0 0
BOOKING HOLDINGS INC COM 09857L108   31,794,740 8,764 SH   DFND 1, 2 7,915 0 849
BOSTON SCIENTIFIC CORP COM 101137107   4,576,707 66,823 SH   DFND 1, 2 60,144 0 6,679
BRISTOL-MYERS SQUIBB CO COM 110122108   21,302,466 392,817 SH   DFND 1, 2 371,951 0 20,866
BROADCOM INC COM 11135F101   125,935,157 95,016 SH   DFND 1, 2 87,719 0 7,297
BROOKFIELD CORP CL A LTD VT SH 11271J107   5,167,051 123,407 SH   DFND 1, 2 111,179 0 12,228
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   7,755,043 184,556 SH   DFND 1, 2 167,018 0 17,538
CME GROUP INC COM 12572Q105   19,738,002 91,681 SH   DFND 1, 2 84,758 0 6,923
CMS ENERGY CORP COM 125896100   2,298,652 38,095 SH   DFND 1, 2 38,095 0 0
CSX CORP COM 126408103   3,465,415 93,483 SH   DFND 1, 2 93,483 0 0
CVS HEALTH CORP COM 126650100   2,636,148 33,051 SH   DFND 1, 2 33,051 0 0
CANADIAN NATL RY CO COM 136375102   7,296,003 55,361 SH   DFND 1, 2 50,651 0 4,710
CANADIAN NAT RES LTD COM 136385101   7,283,255 95,381 SH   DFND 1, 2 89,258 0 6,123
CANADIAN PACIFIC KANSAS CITY COM 13646K108   21,461,724 243,413 SH   DFND 1, 2 219,089 0 24,324
CAPITAL ONE FINL CORP COM 14040H105   348,849 2,343 SH   DFND 1, 2 2,343 0 0
CARLYLE GROUP INC COM 14316J108   394,513 8,410 SH   DFND 1, 2 8,410 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   39,916,185 686,671 SH   DFND 1, 2 623,162 0 63,509
CATERPILLAR INC COM 149123101   46,368,052 126,540 SH   DFND 1, 2 114,296 0 12,244
CELANESE CORP DEL COM 150870103   5,979,697 34,794 SH   DFND 1, 2 31,480 0 3,314
CEMEX SAB DE CV SPON ADR NEW 151290889   2,126,883 236,058 SH   DFND 1, 2 236,058 0 0
CENOVUS ENERGY INC COM 15135U109   14,737,830 736,608 SH   DFND 1, 2 679,750 0 56,858
CENTERPOINT ENERGY INC COM 15189T107   3,252,504 114,163 SH   DFND 1, 2 114,163 0 0
DAYFORCE INC COM 15677J108   3,893,347 58,803 SH   DFND 1, 2 53,147 0 5,656
CHART INDS INC COM 16115Q308   3,756,604 22,806 SH   DFND 1, 2 20,611 0 2,195
CHARTER COMMUNICATIONS INC N CL A 16119P108   3,709,601 12,764 SH   DFND 1, 2 12,764 0 0
CHEVRON CORP NEW COM 166764100   5,052,728 32,032 SH   DFND 1, 2 32,032 0 0
CHURCHILL DOWNS INC COM 171484108   1,926,540 15,568 SH   DFND 1, 2 15,568 0 0
CITIGROUP INC COM NEW 172967424   5,390,894 85,245 SH   DFND 1, 2 77,072 0 8,173
CLOUDFLARE INC CL A COM 18915M107   11,676,246 120,585 SH   DFND 1, 2 108,819 0 11,766
COMCAST CORP NEW CL A 20030N101   5,533,628 127,650 SH   DFND 1, 2 127,650 0 0
CONCENTRIX CORP COM 20602D101   1,141,368 17,236 SH   DFND 1, 2 15,566 0 1,670
CONOCOPHILLIPS COM 20825C104   9,287,240 72,967 SH   DFND 1, 2 67,450 0 5,517
CONSTELLATION BRANDS INC CL A 21036P108   2,843,153 10,462 SH   DFND 1, 2 10,462 0 0
CONSTELLATION ENERGY CORP COM 21037T109   642,354 3,475 SH   DFND 1, 2 3,475 0 0
COPART INC COM 217204106   16,548,381 285,711 SH   DFND 1, 2 257,151 0 28,560
CORPAY INC COM SHS 219948106   984,243 3,190 SH   DFND 1, 2 2,790 0 400
CORTEVA INC COM 22052L104   2,860,663 49,604 SH   DFND 1, 2 44,863 0 4,741
COSTCO WHSL CORP NEW COM 22160K105   33,692,921 45,989 SH   DFND 1, 2 41,867 0 4,122
COUPANG INC CL A 22266T109   4,549,828 255,752 SH   DFND 1, 2 255,752 0 0
CROWN CASTLE INC COM 22822V101   242,351 2,290 SH   DFND 1, 2 2,290 0 0
D R HORTON INC COM 23331A109   327,948 1,993 SH   DFND 1, 2 1,993 0 0
DANAHER CORPORATION COM 235851102   32,496,064 130,130 SH   DFND 1, 2 119,273 0 10,857
DARDEN RESTAURANTS INC COM 237194105   480,055 2,872 SH   DFND 1, 2 2,872 0 0
DELL TECHNOLOGIES INC CL C 24703L202   3,627,329 31,788 SH   DFND 1, 2 28,670 0 3,118
DELTA AIR LINES INC DEL COM NEW 247361702   9,112,102 190,351 SH   DFND 1, 2 174,208 0 16,143
DIEBOLD NIXDORF INC COM SHS 253651202   7,098,222 206,104 SH   DFND 1, 2 186,262 0 19,842
DISNEY WALT CO COM 254687106   210,582 1,721 SH   DFND 1, 2 1,721 0 0
DOLLAR GEN CORP NEW COM 256677105   5,389,064 34,532 SH   DFND 1, 2 34,532 0 0
DOLLAR TREE INC COM 256746108   282,677 2,123 SH   DFND 1, 2 2,123 0 0
EOG RES INC COM 26875P101   270,509 2,116 SH   DFND 1, 2 2,116 0 0
EDISON INTL COM 281020107   3,021,656 42,721 SH   DFND 1, 2 42,721 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   5,968,773 62,461 SH   DFND 1, 2 56,865 0 5,596
ELECTRONIC ARTS INC COM 285512109   11,287,166 85,077 SH   DFND 1, 2 78,662 0 6,415
EPAM SYS INC COM 29414B104   2,221,431 8,044 SH   DFND 1, 2 7,229 0 815
EQUIFAX INC COM 294429105   13,195,959 49,327 SH   DFND 1, 2 44,508 0 4,819
EQUINIX INC COM 29444U700   9,598,588 11,630 SH   DFND 1, 2 10,809 0 821
ETSY INC COM 29786A106   1,078,835 15,699 SH   DFND 1, 2 14,173 0 1,526
EVERTEC INC COM 30040P103   1,762,303 44,168 SH   DFND 1, 2 44,168 0 0
EXTRA SPACE STORAGE INC COM 30225T102   327,369 2,227 SH   DFND 1, 2 2,227 0 0
EXXON MOBIL CORP COM 30231G102   357,787 3,078 SH   DFND 1, 2 3,078 0 0
META PLATFORMS INC CL A 30303M102   141,851,514 292,128 SH   DFND 1, 2 264,489 0 27,639
FEDEX CORP COM 31428X106   16,416,668 56,660 SH   DFND 1, 2 53,555 0 3,105
FIFTH THIRD BANCORP COM 316773100   244,953 6,583 SH   DFND 1, 2 6,583 0 0
FISERV INC COM 337738108   473,866 2,965 SH   DFND 1, 2 2,965 0 0
FORTIVE CORP COM 34959J108   4,536,265 52,735 SH   DFND 1, 2 47,571 0 5,164
FREEPORT-MCMORAN INC CL B 35671D857   17,170,670 365,178 SH   DFND 1, 2 310,101 0 55,077
GALLAGHER ARTHUR J & CO COM 363576109   19,084,053 76,324 SH   DFND 1, 2 69,861 0 6,463
GENERAL ELECTRIC CO COM NEW 369604301   23,889,457 136,099 SH   DFND 1, 2 128,976 0 7,123
GENERAL MLS INC COM 370334104   4,038,039 57,711 SH   DFND 1, 2 54,771 0 2,940
GENERAL MTRS CO COM 37045V100   283,483 6,251 SH   DFND 1, 2 6,251 0 0
GERDAU SA SPON ADR REP PFD 373737105   5,561,708 1,258,305 SH   DFND 1, 2 1,109,726 0 148,579
GILEAD SCIENCES INC COM 375558103   5,879,338 80,264 SH   DFND 1, 2 73,470 0 6,794
GODADDY INC CL A 380237107   9,975,647 84,055 SH   DFND 1, 2 78,070 0 5,985
GOLDMAN SACHS GROUP INC COM 38141G104   5,139,258 12,304 SH   DFND 1, 2 11,122 0 1,182
GRIFOLS S A SP ADR REP B NVT 398438408   2,921,024 437,279 SH   DFND 1, 2 395,134 0 42,145
HDFC BANK LTD SPONSORED ADS 40415F101   471,044 8,416 SH   DFND 1, 2 8,416 0 0
HALLIBURTON CO COM 406216101   822,893 20,875 SH   DFND 1, 2 20,875 0 0
HEICO CORP NEW COM 422806109   9,347,349 48,939 SH   DFND 1, 2 45,288 0 3,651
HEICO CORP NEW CL A 422806208   1,543,556 10,027 SH   DFND 1, 2 10,027 0 0
HENRY JACK & ASSOC INC COM 426281101   1,193,351 6,869 SH   DFND 1, 2 6,869 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   28,768,053 134,865 SH   DFND 1, 2 125,587 0 9,278
HOME DEPOT INC COM 437076102   32,650,498 85,116 SH   DFND 1, 2 77,088 0 8,028
HONEYWELL INTL INC COM 438516106   2,386,647 11,628 SH   DFND 1, 2 11,628 0 0
HOWMET AEROSPACE INC COM 443201108   5,833,931 85,254 SH   DFND 1, 2 75,268 0 9,986
H WORLD GROUP LTD SPONSORED ADS 44332N106   8,976,620 231,954 SH   DFND 1, 2 231,954 0 0
ITT INC COM 45073V108   6,631,190 48,748 SH   DFND 1, 2 45,653 0 3,095
ICICI BANK LIMITED ADR 45104G104   13,022,718 493,098 SH   DFND 1, 2 449,528 0 43,570
INGERSOLL RAND INC COM 45687V106   16,099,342 169,556 SH   DFND 1, 2 155,399 0 14,157
INTEL CORP COM 458140100   2,060,486 46,649 SH   DFND 1, 2 46,649 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   27,917,543 69,953 SH   DFND 1, 2 63,046 0 6,907
JPMORGAN CHASE & CO COM 46625H100   53,398,979 266,595 SH   DFND 1, 2 245,615 0 20,980
JOHNSON & JOHNSON COM 478160104   3,379,097 21,361 SH   DFND 1, 2 21,361 0 0
KLA CORP COM NEW 482480100   7,784,166 11,143 SH   DFND 1, 2 11,143 0 0
KEURIG DR PEPPER INC COM 49271V100   3,352,384 109,305 SH   DFND 1, 2 109,305 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,433,586 15,562 SH   DFND 1, 2 14,090 0 1,472
L3HARRIS TECHNOLOGIES INC COM 502431109   4,185,071 19,639 SH   DFND 1, 2 18,078 0 1,561
LAM RESEARCH CORP COM 512807108   694,673 715 SH   DFND 1, 2 715 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   4,655,526 83,001 SH   DFND 1, 2 83,001 0 0
ELI LILLY & CO COM 532457108   68,363,235 87,875 SH   DFND 1, 2 79,700 0 8,175
LINCOLN ELEC HLDGS INC COM 533900106   2,259,111 8,844 SH   DFND 1, 2 8,844 0 0
LULULEMON ATHLETICA INC COM 550021109   3,668,985 9,392 SH   DFND 1, 2 8,484 0 908
MSCI INC COM 55354G100   2,625,708 4,685 SH   DFND 1, 2 4,685 0 0
MARSH & MCLENNAN COS INC COM 571748102   4,869,367 23,640 SH   DFND 1, 2 23,640 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,948,590 7,723 SH   DFND 1, 2 7,723 0 0
MASTERCARD INCORPORATED CL A 57636Q104   29,338,208 60,922 SH   DFND 1, 2 56,049 0 4,873
MCDONALDS CORP COM 580135101   5,887,680 20,882 SH   DFND 1, 2 18,740 0 2,142
MERCADOLIBRE INC COM 58733R102   24,120,298 15,953 SH   DFND 1, 2 15,149 0 804
MERCK & CO INC COM 58933Y105   267,463 2,027 SH   DFND 1, 2 2,027 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   12,281,150 9,225 SH   DFND 1, 2 8,378 0 847
MICROSOFT CORP COM 594918104   184,944,726 439,591 SH   DFND 1, 2 400,676 0 38,915
MICRON TECHNOLOGY INC COM 595112103   4,597,474 38,998 SH   DFND 1, 2 35,488 0 3,510
MODERNA INC COM 60770K107   573,932 5,386 SH   DFND 1, 2 5,386 0 0
MODINE MFG CO COM 607828100   864,516 9,082 SH   DFND 1, 2 9,082 0 0
MOLINA HEALTHCARE INC COM 60855R100   640,895 1,560 SH   DFND 1, 2 1,560 0 0
MONDELEZ INTL INC CL A 609207105   9,300,480 132,864 SH   DFND 1, 2 118,179 0 14,685
MONSTER BEVERAGE CORP NEW COM 61174X109   11,137,467 187,879 SH   DFND 1, 2 168,754 0 19,125
MORGAN STANLEY COM NEW 617446448   3,170,179 33,668 SH   DFND 1, 2 30,468 0 3,200
MOTOROLA SOLUTIONS INC COM NEW 620076307   21,443,632 60,408 SH   DFND 1, 2 54,442 0 5,966
NETFLIX INC COM 64110L106   50,017,877 82,357 SH   DFND 1, 2 74,660 0 7,697
NETEASE INC SPONSORED ADS 64110W102   6,138,358 59,325 SH   DFND 1, 2 59,325 0 0
NICE LTD SPONSORED ADR 653656108   7,984,354 30,636 SH   DFND 1, 2 28,194 0 2,442
NIKE INC CL B 654106103   10,289,964 109,491 SH   DFND 1, 2 100,104 0 9,387
NORFOLK SOUTHN CORP COM 655844108   589,514 2,313 SH   DFND 1, 2 2,313 0 0
NORTHROP GRUMMAN CORP COM 666807102   19,617,401 40,984 SH   DFND 1, 2 39,086 0 1,898
NOVO-NORDISK A S ADR 670100205   3,475,274 27,066 SH   DFND 1, 2 23,866 0 3,200
NVIDIA CORPORATION COM 67066G104   60,144,568 66,564 SH   DFND 1, 2 60,012 0 6,552
ON SEMICONDUCTOR CORP COM 682189105   10,787,579 146,670 SH   DFND 1, 2 132,274 0 14,396
ORACLE CORP COM 68389X105   403,962 3,216 SH   DFND 1, 2 3,216 0 0
PG&E CORP COM 69331C108   278,216 16,600 SH   DFND 1, 2 16,600 0 0
PNC FINL SVCS GROUP INC COM 693475105   2,572,187 15,917 SH   DFND 1, 2 15,917 0 0
REVVITY INC COM 714046109   1,239,840 11,808 SH   DFND 1, 2 7,294 0 4,514
PFIZER INC COM 717081103   7,023,692 253,106 SH   DFND 1, 2 228,634 0 24,472
PHILIP MORRIS INTL INC COM 718172109   38,203,982 416,983 SH   DFND 1, 2 393,617 0 23,366
QUANTA SVCS INC COM 74762E102   285,780 1,100 SH   DFND 1, 2 1,100 0 0
RTX CORPORATION COM 75513E101   2,520,273 25,841 SH   DFND 1, 2 25,841 0 0
REGAL REXNORD CORPORATION COM 758750103   4,124,650 22,902 SH   DFND 1, 2 20,630 0 2,272
REGENERON PHARMACEUTICALS COM 75886F107   38,901,921 40,418 SH   DFND 1, 2 36,940 0 3,478
RESTAURANT BRANDS INTL INC COM 76131D103   13,344,501 167,961 SH   DFND 1, 2 150,803 0 17,158
ROYAL GOLD INC COM 780287108   278,823 2,289 SH   DFND 1, 2 2,289 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   25,956,513 178,285 SH   DFND 1, 2 149,683 0 28,602
S&P GLOBAL INC COM 78409V104   16,725,290 39,312 SH   DFND 1, 2 36,308 0 3,004
SALESFORCE INC COM 79466L302   33,306,593 110,587 SH   DFND 1, 2 100,710 0 9,877
SANDSTORM GOLD LTD COM NEW 80013R206   1,151,456 219,325 SH   DFND 1, 2 219,325 0 0
SCHLUMBERGER LTD COM STK 806857108   25,158,338 459,010 SH   DFND 1, 2 413,236 0 45,774
SEMPRA COM 816851109   8,720,234 121,401 SH   DFND 1, 2 111,747 0 9,654
SERVICENOW INC COM 81762P102   22,464,878 29,466 SH   DFND 1, 2 27,024 0 2,442
SHERWIN WILLIAMS CO COM 824348106   23,894,220 68,794 SH   DFND 1, 2 62,063 0 6,731
SHOPIFY INC CL A 82509L107   24,131,676 312,708 SH   DFND 1, 2 282,390 0 30,318
SMARTSHEET INC COM CL A 83200N103   3,302,453 85,778 SH   DFND 1, 2 77,220 0 8,558
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   1,023,708 20,824 SH   DFND 1, 2 20,824 0 0
SOUTHWEST AIRLS CO COM 844741108   386,213 13,231 SH   DFND 1, 2 13,231 0 0
BLOCK INC CL A 852234103   4,368,642 51,651 SH   DFND 1, 2 46,408 0 5,243
STATE STR CORP COM 857477103   2,526,276 32,673 SH   DFND 1, 2 32,673 0 0
SYNOPSYS INC COM 871607107   27,058,239 47,346 SH   DFND 1, 2 42,672 0 4,674
TFI INTL INC COM 87241L109   2,369,773 14,861 SH   DFND 1, 2 14,861 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   9,831,109 72,261 SH   DFND 1, 2 72,261 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,849,969 19,193 SH   DFND 1, 2 17,371 0 1,822
TARGET CORP COM 87612E106   709,372 4,003 SH   DFND 1, 2 4,003 0 0
TC ENERGY CORP COM 87807B107   13,634,987 339,052 SH   DFND 1, 2 318,758 0 20,294
TESLA INC COM 88160R101   56,387,983 320,769 SH   DFND 1, 2 289,245 0 31,524
TEXAS INSTRS INC COM 882508104   1,760,392 10,105 SH   DFND 1, 2 10,105 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   38,178,522 65,688 SH   DFND 1, 2 59,072 0 6,616
TOAST INC CL A 888787108   1,248,492 50,100 SH   DFND 1, 2 50,100 0 0
TRACTOR SUPPLY CO COM 892356106   2,923,151 11,169 SH   DFND 1, 2 11,169 0 0
TRANSDIGM GROUP INC COM 893641100   20,814,040 16,900 SH   DFND 1, 2 15,183 0 1,717
TRIMBLE INC COM 896239100   9,819,663 152,574 SH   DFND 1, 2 141,175 0 11,399
TRIP COM GROUP LTD ADS 89677Q107   32,995,185 751,770 SH   DFND 1, 2 700,223 0 51,547
UBER TECHNOLOGIES INC COM 90353T100   9,221,092 119,770 SH   DFND 1, 2 108,200 0 11,570
UNION PAC CORP COM 907818108   350,696 1,426 SH   DFND 1, 2 1,426 0 0
UNITED AIRLS HLDGS INC COM 910047109   1,698,926 35,483 SH   DFND 1, 2 35,483 0 0
UNITEDHEALTH GROUP INC COM 91324P102   9,341,420 18,883 SH   DFND 1, 2 18,883 0 0
VALE S A SPONSORED ADS 91912E105   12,267,784 1,006,381 SH   DFND 1, 2 939,433 0 66,948
VERALTO CORP COM SHS 92338C103   4,108,150 46,336 SH   DFND 1, 2 42,931 0 3,405
VERTEX PHARMACEUTICALS INC COM 92532F100   48,688,969 116,478 SH   DFND 1, 2 105,260 0 11,218
VESTA REAL ESTATE CORP ADS 92540K109   4,411,792 112,431 SH   DFND 1, 2 112,431 0 0
VISA INC COM CL A 92826C839   30,908,947 110,753 SH   DFND 1, 2 102,943 0 7,810
WALGREENS BOOTS ALLIANCE INC COM 931427108   6,817,601 314,320 SH   DFND 1, 2 283,559 0 30,761
WARNER MUSIC GROUP CORP COM CL A 934550203   4,164,086 126,108 SH   DFND 1, 2 113,547 0 12,561
WASTE CONNECTIONS INC COM 94106B101   2,232,346 12,978 SH   DFND 1, 2 12,978 0 0
WASTE MGMT INC DEL COM 94106L109   211,019 990 SH   DFND 1, 2 990 0 0
WELLS FARGO CO NEW COM 949746101   3,177,599 54,824 SH   DFND 1, 2 54,824 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   370,772 7,867 SH   DFND 1, 2 7,867 0 0
WOLFSPEED INC COM 977852102   1,850,358 62,724 SH   DFND 1, 2 57,983 0 4,741
WORKDAY INC CL A 98138H101   2,512,573 9,212 SH   DFND 1, 2 8,324 0 888
YUM BRANDS INC COM 988498101   13,841,568 99,831 SH   DFND 1, 2 89,955 0 9,876
ZAI LAB LTD ADR 98887Q104   277,595 17,328 SH   DFND 1, 2 17,328 0 0
ZOETIS INC CL A 98978V103   11,625,742 68,706 SH   DFND 1, 2 61,887 0 6,819
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   1,934,605 92,388 SH   DFND 1, 2 56,767 0 35,621
DEUTSCHE BANK A G NAMEN AKT D18190898   10,010,155 635,625 SH   DFND 1, 2 573,221 0 62,404
AON PLC SHS CL A G0403H108   23,456,845 70,289 SH   DFND 1, 2 65,274 0 5,015
ARCH CAP GROUP LTD ORD G0450A105   10,438,140 112,918 SH   DFND 1, 2 101,291 0 11,627
BBB FOODS INC CL A COM G0896C103   6,646,248 279,489 SH   DFND 1, 2 279,489 0 0
BORR DRILLING LTD SHS G1466R173   2,680,624 391,332 SH   DFND 1, 2 391,332 0 0
EATON CORP PLC SHS G29183103   4,190,225 13,401 SH   DFND 1, 2 12,084 0 1,317
FLUTTER ENTMT PLC SHS G3643J108   17,262,371 87,321 SH   DFND 1, 2 70,722 0 16,599
GENPACT LIMITED SHS G3922B107   353,422 10,726 SH   DFND 1, 2 10,726 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   2,645,205 842,422 SH   DFND 1, 2 517,605 0 324,817
LINDE PLC SHS G54950103   25,875,625 55,728 SH   DFND 1, 2 51,124 0 4,604
PATRIA INVESTMENTS LIMITED COM CL A G69451105   2,045,160 137,814 SH   DFND 1, 2 137,814 0 0
GOLAR LNG LTD SHS G9456A100   666,871 27,717 SH   DFND 1, 2 27,717 0 0
BUNGE GLOBAL SA COM SHS H11356104   13,480,662 131,493 SH   DFND 1, 2 118,674 0 12,819
CHUBB LIMITED COM H1467J104   26,809,331 103,459 SH   DFND 1, 2 93,161 0 10,298
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   9,672,449 141,908 SH   DFND 1, 2 127,832 0 14,076
UBS GROUP AG SHS H42097107   2,124,565 69,005 SH   DFND 1, 2 17,056 0 51,949
TE CONNECTIVITY LTD SHS H84989104   11,589,862 79,798 SH   DFND 1, 2 72,198 0 7,600
GLOBANT S A COM L44385109   1,630,544 8,076 SH   DFND 1, 2 7,262 0 814
SPOTIFY TECHNOLOGY S A SHS L8681T102   310,346 1,176 SH   DFND 1, 2 1,176 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   1,743,809 36,906 SH   DFND 1, 2 32,840 0 4,066
ASML HOLDING N V N Y REGISTRY SHS N07059210   36,646,888 37,762 SH   DFND 1, 2 34,146 0 3,616
FERRARI N V COM N3167Y103   7,819,492 17,930 SH   DFND 1, 2 15,719 0 2,211
QIAGEN NV SHS NEW N72482149   1,553,146 36,292 SH   DFND 1, 2 7,954 0 28,338
STELLANTIS N.V SHS N82405106   1,709,033 60,130 SH   DFND 1, 2 60,130 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   14,602,338 205,522 SH   DFND 1, 2 205,522 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   27,078,314 194,794 SH   DFND 1, 2 179,447 0 15,347