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 6,492 242,142 SH   DFND 1, 2 191,386 0 50,756
ABBOTT LABS COM 002824100 8,076 67,388 SH   DFND 1, 2 52,668 0 14,720
ACTIVISION BLIZZARD INC COM 00507V109 9,280 99,784 SH   DFND 1, 2 77,518 0 22,266
ADOBE SYSTEMS INCORPORATED COM 00724F101 19,624 41,282 SH   DFND 1, 2 31,958 0 9,324
ADVANCED MICRO DEVICES INC COM 007903107 8,921 113,638 SH   DFND 1, 2 89,808 0 23,830
AIRBNB INC COM CL A 009066101 2,322 12,354 SH   DFND 1, 2 10,636 0 1,718
AIR PRODS & CHEMS INC COM 009158106 603 2,145 SH   DFND 1, 2 1,627 0 518
ALPHABET INC CAP STK CL C 02079K107 29,817 14,414 SH   DFND 1, 2 11,071 0 3,343
ALPHABET INC CAP STK CL A 02079K305 31,167 15,111 SH   DFND 1, 2 12,007 0 3,104
ALTERYX INC COM CL A 02156B103 2,739 33,017 SH   DFND 1, 2 25,433 0 7,584
AMAZON COM INC COM 023135106 76,532 24,735 SH   DFND 1, 2 19,200 0 5,535
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 8,657 637,491 SH   DFND 1, 2 493,017 0 144,474
AMERICAN TOWER CORP NEW COM 03027X100 404 1,691 SH   DFND 1, 2 0 0 1,691
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 1,497 68,137 SH   DFND 1, 2 52,374 0 15,763
APPLE INC COM 037833100 9,511 77,862 SH   DFND 1, 2 60,910 0 16,952
AUTODESK INC COM 052769106 4,782 17,254 SH   DFND 1, 2 13,381 0 3,873
BAKER HUGHES COMPANY CL A 05722G100 2,756 127,550 SH   DFND 1, 2 100,006 0 27,544
BK OF AMERICA CORP COM 060505104 13,282 343,281 SH   DFND 1, 2 266,836 0 76,445
BARRICK GOLD CORP COM 067901108 2,582 130,381 SH   DFND 1, 2 101,172 0 29,209
BAXTER INTL INC COM 071813109 2,287 27,112 SH   DFND 1, 2 18,845 0 8,267
BEIGENE LTD SPONSORED ADR 07725L102 16,524 47,472 SH   DFND 1, 2 36,838 0 10,634
BIONTECH SE SPONSORED ADS 09075V102 1,129 10,338 SH   DFND 1, 2 8,441 0 1,897
BLACKROCK INC COM 09247X101 14,678 19,468 SH   DFND 1, 2 15,168 0 4,300
BOEING CO COM 097023105 3,683 14,458 SH   DFND 1, 2 11,517 0 2,941
BOOKING HOLDINGS INC COM 09857L108 22,839 9,803 SH   DFND 1, 2 7,613 0 2,190
BROADCOM INC COM 11135F101 33,008 71,191 SH   DFND 1, 2 55,212 0 15,979
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,915 43,027 SH   DFND 1, 2 33,327 0 9,700
CDK GLOBAL INC COM 12508E101 3,124 57,783 SH   DFND 1, 2 45,195 0 12,588
CME GROUP INC COM 12572Q105 15,450 75,648 SH   DFND 1, 2 54,080 0 21,568
CARRIER GLOBAL CORPORATION COM 14448C104 12,816 303,556 SH   DFND 1, 2 242,099 0 61,457
CATALENT INC COM 148806102 5,781 54,892 SH   DFND 1, 2 45,017 0 9,875
CATERPILLAR INC COM 149123101 9,227 39,793 SH   DFND 1, 2 31,458 0 8,335
CELANESE CORP DEL COM 150870103 1,276 8,516 SH   DFND 1, 2 6,469 0 2,047
CERIDIAN HCM HLDG INC COM 15677J108 288 3,421 SH   DFND 1, 2 2,600 0 821
CHEVRON CORP NEW COM 166764100 657 6,267 SH   DFND 1, 2 4,977 0 1,290
CITIGROUP INC COM NEW 172967424 2,621 36,032 SH   DFND 1, 2 28,138 0 7,894
CONOCOPHILLIPS COM 20825C104 8,214 155,066 SH   DFND 1, 2 120,455 0 34,611
COPART INC COM 217204106 7,891 72,651 SH   DFND 1, 2 56,967 0 15,684
COSTCO WHSL CORP NEW COM 22160K105 12,776 36,246 SH   DFND 1, 2 28,091 0 8,155
CREE INC COM 225447101 3,727 34,468 SH   DFND 1, 2 26,666 0 7,802
DANAHER CORPORATION COM 235851102 11,179 49,667 SH   DFND 1, 2 39,177 0 10,490
DELL TECHNOLOGIES INC CL C 24703L202 4,088 46,379 SH   DFND 1, 2 38,112 0 8,267
DELTA AIR LINES INC DEL COM NEW 247361702 6,991 144,803 SH   DFND 1, 2 115,004 0 29,799
DOCUSIGN INC COM 256163106 3,963 19,577 SH   DFND 1, 2 15,933 0 3,644
DOMINOS PIZZA INC COM 25754A201 4,292 11,670 SH   DFND 1, 2 9,520 0 2,150
DOW INC COM 260557103 4,692 73,375 SH   DFND 1, 2 56,913 0 16,462
DUN & BRADSTREET HLDGS INC COM 26484T106 773 32,483 SH   DFND 1, 2 25,124 0 7,359
DUPONT DE NEMOURS INC COM 26614N102 1,750 22,648 SH   DFND 1, 2 17,329 0 5,319
EOG RES INC COM 26875P101 5,580 76,931 SH   DFND 1, 2 59,909 0 17,022
EDWARDS LIFESCIENCES CORP COM 28176E108 7,842 93,763 SH   DFND 1, 2 72,844 0 20,919
ELECTRONIC ARTS INC COM 285512109 1,646 12,162 SH   DFND 1, 2 9,439 0 2,723
EQUIFAX INC COM 294429105 7,761 42,847 SH   DFND 1, 2 33,605 0 9,242
EQUINIX INC COM 29444U700 1,295 1,905 SH   DFND 1, 2 0 0 1,905
FACEBOOK INC CL A 30303M102 77,919 264,555 SH   DFND 1, 2 205,606 0 58,949
FIDELITY NATL INFORMATION SV COM 31620M106 4,711 33,505 SH   DFND 1, 2 25,943 0 7,562
FLEETCOR TECHNOLOGIES INC COM 339041105 6,322 23,536 SH   DFND 1, 2 18,307 0 5,229
GENERAL ELECTRIC CO COM 369604103 1,282 97,646 SH   DFND 1, 2 79,352 0 18,294
GENERAL MLS INC COM 370334104 2,545 41,510 SH   DFND 1, 2 33,693 0 7,817
GENERAL MTRS CO COM 37045V100 5,459 95,008 SH   DFND 1, 2 80,860 0 14,148
GERDAU SA SPON ADR REP PFD 373737105 5,526 1,034,761 SH   DFND 1, 2 700,888 0 333,873
GILEAD SCIENCES INC COM 375558103 1,020 15,778 SH   DFND 1, 2 11,934 0 3,844
GLOBAL PMTS INC COM 37940X102 4,532 22,484 SH   DFND 1, 2 17,557 0 4,927
GODADDY INC CL A 380237107 11,843 152,571 SH   DFND 1, 2 118,901 0 33,670
GOLDMAN SACHS GROUP INC COM 38141G104 2,134 6,525 SH   DFND 1, 2 5,317 0 1,208
GRIFOLS S A SP ADR REP B NVT 398438408 3,939 227,814 SH   DFND 1, 2 172,478 0 55,336
HILTON GRAND VACATIONS INC COM 43283X105 4,381 116,865 SH   DFND 1, 2 90,925 0 25,940
HILTON WORLDWIDE HLDGS INC COM 43300A203 11,631 96,189 SH   DFND 1, 2 75,363 0 20,826
HOME DEPOT INC COM 437076102 13,716 44,935 SH   DFND 1, 2 35,822 0 9,113
HONEYWELL INTL INC COM 438516106 18,739 86,327 SH   DFND 1, 2 67,069 0 19,258
HUBSPOT INC COM 443573100 6,140 13,519 SH   DFND 1, 2 10,921 0 2,598
ICICI BANK LIMITED ADR 45104G104 7,699 480,256 SH   DFND 1, 2 375,311 0 104,945
IDEX CORP COM 45167R104 5,574 26,629 SH   DFND 1, 2 20,709 0 5,920
IDEXX LABS INC COM 45168D104 10,264 20,976 SH   DFND 1, 2 16,418 0 4,558
INCYTE CORP COM 45337C102 5,740 70,625 SH   DFND 1, 2 54,802 0 15,823
INFOSYS LTD SPONSORED ADR 456788108 3,479 185,848 SH   DFND 1, 2 145,458 0 40,390
INSULET CORP COM 45784P101 10,628 40,732 SH   DFND 1, 2 32,101 0 8,631
INTEL CORP COM 458140100 1,101 17,200 SH   DFND 1, 2 13,378 0 3,822
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,461 66,805 SH   DFND 1, 2 51,974 0 14,831
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,041 43,273 SH   DFND 1, 2 33,657 0 9,616
INTUITIVE SURGICAL INC COM NEW 46120E602 25,439 34,426 SH   DFND 1, 2 26,670 0 7,756
JPMORGAN CHASE & CO COM 46625H100 45,916 301,621 SH   DFND 1, 2 234,458 0 67,163
LENNOX INTL INC COM 526107107 7,704 24,726 SH   DFND 1, 2 19,500 0 5,226
LILLY ELI & CO COM 532457108 5,287 28,300 SH   DFND 1, 2 21,949 0 6,351
MASTERCARD INCORPORATED CL A 57636Q104 36,729 103,158 SH   DFND 1, 2 80,284 0 22,874
MELCO RESORTS AND ENTMNT LTD ADR 585464100 665 33,395 SH   DFND 1, 2 0 0 33,395
MERCADOLIBRE INC COM 58733R102 14,660 9,958 SH   DFND 1, 2 7,875 0 2,083
METTLER TOLEDO INTERNATIONAL COM 592688105 3,352 2,900 SH   DFND 1, 2 2,255 0 645
MICROSOFT CORP COM 594918104 80,468 341,298 SH   DFND 1, 2 264,737 0 76,561
MICRON TECHNOLOGY INC COM 595112103 5,684 64,434 SH   DFND 1, 2 50,032 0 14,402
MODERNA INC COM 60770K107 1,322 10,097 SH   DFND 1, 2 8,183 0 1,914
MONDELEZ INTL INC CL A 609207105 10,951 187,101 SH   DFND 1, 2 146,536 0 40,565
MONSTER BEVERAGE CORP NEW COM 61174X109 2,250 24,697 SH   DFND 1, 2 19,597 0 5,100
MOODYS CORP COM 615369105 18,155 60,798 SH   DFND 1, 2 47,337 0 13,461
MORGAN STANLEY COM NEW 617446448 3,089 39,771 SH   DFND 1, 2 34,032 0 5,739
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,783 20,116 SH   DFND 1, 2 15,633 0 4,483
NETFLIX INC COM 64110L106 36,388 69,755 SH   DFND 1, 2 54,176 0 15,579
NEWMONT CORP COM 651639106 1,332 22,108 SH   DFND 1, 2 16,936 0 5,172
NIKE INC CL B 654106103 22,578 169,897 SH   DFND 1, 2 132,637 0 37,260
ON SEMICONDUCTOR CORP COM 682189105 6,593 158,459 SH   DFND 1, 2 122,569 0 35,890
PAYPAL HLDGS INC COM 70450Y103 45,354 186,766 SH   DFND 1, 2 145,801 0 40,965
PFIZER INC COM 717081103 10,023 276,636 SH   DFND 1, 2 215,018 0 61,618
PHILIP MORRIS INTL INC COM 718172109 1,777 20,026 SH   DFND 1, 2 0 0 20,026
REGENERON PHARMACEUTICALS COM 75886F107 12,211 25,808 SH   DFND 1, 2 20,034 0 5,774
RESTAURANT BRANDS INTL INC COM 76131D103 7,141 109,855 SH   DFND 1, 2 91,103 0 18,752
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 8,822 76,717 SH   DFND 1, 2 60,143 0 16,574
S&P GLOBAL INC COM 78409V104 4,017 11,383 SH   DFND 1, 2 8,826 0 2,557
SVB FINANCIAL GROUP COM 78486Q101 6,976 14,132 SH   DFND 1, 2 10,892 0 3,240
SCHLUMBERGER LTD COM 806857108 6,718 247,066 SH   DFND 1, 2 192,034 0 55,032
SEA LTD SPONSORD ADS 81141R100 11,912 53,364 SH   DFND 1, 2 42,316 0 11,048
SEAGEN INC COM 81181C104 9,538 68,689 SH   DFND 1, 2 53,327 0 15,362
SEMPRA ENERGY COM 816851109 4,823 36,376 SH   DFND 1, 2 29,745 0 6,631
SERVICENOW INC COM 81762P102 9,005 18,007 SH   DFND 1, 2 14,006 0 4,001
SHERWIN WILLIAMS CO COM 824348106 11,258 15,255 SH   DFND 1, 2 11,814 0 3,441
SHOPIFY INC CL A 82509L107 23,500 21,238 SH   DFND 1, 2 16,668 0 4,570
SMARTSHEET INC COM CL A 83200N103 8,282 129,568 SH   DFND 1, 2 100,675 0 28,893
SNAP INC CL A 83304A106 3,745 71,613 SH   DFND 1, 2 57,671 0 13,942
TANDEM DIABETES CARE INC COM NEW 875372203 3,273 37,090 SH   DFND 1, 2 28,982 0 8,108
TC ENERGY CORP COM 87807B107 3,792 82,715 SH   DFND 1, 2 66,125 0 16,590
TELADOC HEALTH INC COM 87918A105 652 3,586 SH   DFND 1, 2 2,853 0 733
TESLA INC COM 88160R101 153,932 230,462 SH   DFND 1, 2 172,652 0 57,810
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 672 58,213 SH   DFND 1, 2 0 0 58,213
THERMO FISHER SCIENTIFIC INC COM 883556102 18,919 41,454 SH   DFND 1, 2 32,092 0 9,362
TRANSDIGM GROUP INC COM 893641100 4,535 7,713 SH   DFND 1, 2 6,062 0 1,651
TRIMBLE INC COM 896239100 11,787 151,525 SH   DFND 1, 2 117,056 0 34,469
TRIP COM GROUP LTD ADS 89677Q107 5,868 148,063 SH   DFND 1, 2 115,069 0 32,994
TWITTER INC COM 90184L102 2,904 45,633 SH   DFND 1, 2 35,998 0 9,635
UBER TECHNOLOGIES INC COM 90353T100 6,036 110,730 SH   DFND 1, 2 87,767 0 22,963
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 7,562 66,418 SH   DFND 1, 2 51,687 0 14,731
V F CORP COM 918204108 334 4,182 SH   DFND 1, 2 3,180 0 1,002
VALE S A SPONSORED ADS 91912E105 19,215 1,105,578 SH   DFND 1, 2 822,633 0 282,945
VERTEX PHARMACEUTICALS INC COM 92532F100 17,166 79,884 SH   DFND 1, 2 62,021 0 17,863
VIATRIS INC COM 92556V106 203 14,533 SH   DFND 1, 2 11,302 0 3,231
VIR BIOTECHNOLOGY INC COM 92764N102 2,448 47,739 SH   DFND 1, 2 37,414 0 10,325
VISA INC COM CL A 92826C839 12,111 57,198 SH   DFND 1, 2 45,007 0 12,191
WALGREENS BOOTS ALLIANCE INC COM 931427108 6,966 126,882 SH   DFND 1, 2 98,300 0 28,582
WORKDAY INC CL A 98138H101 1,878 7,558 SH   DFND 1, 2 5,917 0 1,641
YUM BRANDS INC COM 988498101 3,541 32,729 SH   DFND 1, 2 27,055 0 5,674
ZENDESK INC COM 98936J101 5,378 40,553 SH   DFND 1, 2 31,587 0 8,966
ZOETIS INC CL A 98978V103 14,448 91,747 SH   DFND 1, 2 71,922 0 19,825
AON PLC SHS CL A G0403H108 4,704 20,441 SH   DFND 1, 2 16,201 0 4,240
ARCH CAP GROUP LTD ORD G0450A105 7,142 186,127 SH   DFND 1, 2 145,866 0 40,261
BUNGE LIMITED COM G16962105 2,836 35,773 SH   DFND 1, 2 27,939 0 7,834
EVEREST RE GROUP LTD COM G3223R108 3,087 12,457 SH   DFND 1, 2 9,949 0 2,508
LINDE PLC SHS G5494J103 8,058 28,764 SH   DFND 1, 2 22,960 0 5,804
NOVOCURE LTD ORD SHS G6674U108 8,173 61,829 SH   DFND 1, 2 48,932 0 12,897
RENAISSANCERE HLDGS LTD COM G7496G103 1,380 8,612 SH   DFND 1, 2 7,062 0 1,550
WILLIS TOWERS WATSON PLC LTD SHS G96629103 2,121 9,267 SH   DFND 1, 2 7,493 0 1,774
CHUBB LIMITED COM H1467J104 13,963 88,393 SH   DFND 1, 2 69,097 0 19,296
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 5,410 44,398 SH   DFND 1, 2 34,447 0 9,951
UBS GROUP AG SHS H42097107 7,995 515,812 SH   DFND 1, 2 400,448 0 115,364
TE CONNECTIVITY LTD REG SHS H84989104 10,705 82,910 SH   DFND 1, 2 64,190 0 18,720
ASML HOLDING N V N Y REGISTRY SHS N07059210 10,711 17,350 SH   DFND 1, 2 14,205 0 3,145
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13,623 130,926 SH   DFND 1, 2 103,696 0 27,230
STELLANTIS N.V SHS N82405106 7,264 410,606 SH   DFND 1, 2 340,061 0 70,545
ROYAL CARIBBEAN GROUP COM V7780T103 7,927 92,594 SH   DFND 1, 2 72,370 0 20,224