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 5,484 240,222 SH   DFND 1, 2 189,628 0 50,594
ABBOTT LABS COM 002824100 9,349 79,142 SH   DFND 1, 2 63,323 0 15,819
ACTIVISION BLIZZARD INC COM 00507V109 7,732 99,908 SH   DFND 1, 2 79,434 0 20,474
ADOBE SYSTEMS INCORPORATED COM 00724F101 23,815 41,366 SH   DFND 1, 2 32,812 0 8,554
ADVANCED MICRO DEVICES INC COM 007903107 9,315 90,520 SH   DFND 1, 2 71,785 0 18,735
AIRBNB INC COM CL A 009066101 1,431 8,530 SH   DFND 1, 2 7,185 0 1,345
AIR PRODS & CHEMS INC COM 009158106 987 3,855 SH   DFND 1, 2 3,026 0 829
ALPHABET INC CAP STK CL C 02079K107 39,076 14,661 SH   DFND 1, 2 11,677 0 2,984
ALPHABET INC CAP STK CL A 02079K305 41,108 15,376 SH   DFND 1, 2 12,235 0 3,141
ALTERYX INC COM CL A 02156B103 2,105 28,800 SH   DFND 1, 2 22,700 0 6,100
AMAZON COM INC COM 023135106 86,521 26,338 SH   DFND 1, 2 20,871 0 5,467
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 11,298 639,371 SH   DFND 1, 2 507,259 0 132,112
AMERICAN TOWER CORP NEW COM 03027X100 398 1,501 SH   DFND 1, 2 0 0 1,501
APPLE INC COM 037833100 10,036 70,927 SH   DFND 1, 2 56,478 0 14,449
APPLIED MATLS INC COM 038222105 9,399 73,013 SH   DFND 1, 2 57,860 0 15,153
ARCHER DANIELS MIDLAND CO COM 039483102 1,195 19,912 SH   DFND 1, 2 15,444 0 4,468
BAKER HUGHES COMPANY CL A 05722G100 2,666 107,797 SH   DFND 1, 2 84,462 0 23,335
BK OF AMERICA CORP COM 060505104 12,236 288,236 SH   DFND 1, 2 227,890 0 60,346
BARRICK GOLD CORP COM 067901108 5,791 320,836 SH   DFND 1, 2 254,268 0 66,568
BEIGENE LTD SPONSORED ADR 07725L102 17,556 48,364 SH   DFND 1, 2 38,336 0 10,028
BIONTECH SE SPONSORED ADS 09075V102 2,989 10,950 SH   DFND 1, 2 8,602 0 2,348
BLACKROCK INC COM 09247X101 18,521 22,084 SH   DFND 1, 2 17,497 0 4,587
BLACKSTONE INC COM 09260D107 1,078 9,270 SH   DFND 1, 2 7,438 0 1,832
BOEING CO COM 097023105 3,076 13,986 SH   DFND 1, 2 11,323 0 2,663
BOOKING HOLDINGS INC COM 09857L108 21,479 9,048 SH   DFND 1, 2 7,272 0 1,776
BROADCOM INC COM 11135F101 32,478 66,975 SH   DFND 1, 2 53,059 0 13,916
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 10,580 197,718 SH   DFND 1, 2 156,820 0 40,898
CDK GLOBAL INC COM 12508E101 1,487 34,940 SH   DFND 1, 2 28,159 0 6,781
CME GROUP INC COM 12572Q105 14,341 74,159 SH   DFND 1, 2 54,080 0 20,079
CARRIER GLOBAL CORPORATION COM 14448C104 23,040 445,135 SH   DFND 1, 2 352,615 0 92,520
CATALENT INC COM 148806102 8,279 62,217 SH   DFND 1, 2 50,060 0 12,157
CATERPILLAR INC COM 149123101 5,440 28,339 SH   DFND 1, 2 22,499 0 5,840
CERIDIAN HCM HLDG INC COM 15677J108 385 3,421 SH   DFND 1, 2 2,600 0 821
CHART INDS INC COM 16115Q308 1,183 6,189 SH   DFND 1, 2 4,886 0 1,303
CITIGROUP INC COM NEW 172967424 2,509 35,745 SH   DFND 1, 2 28,138 0 7,607
CONOCOPHILLIPS COM 20825C104 4,934 72,799 SH   DFND 1, 2 57,737 0 15,062
COPART INC COM 217204106 10,063 72,544 SH   DFND 1, 2 57,858 0 14,686
COSTCO WHSL CORP NEW COM 22160K105 17,954 39,956 SH   DFND 1, 2 31,629 0 8,327
CREE INC COM 225447101 4,277 52,980 SH   DFND 1, 2 41,732 0 11,248
DANAHER CORPORATION COM 235851102 15,564 51,124 SH   DFND 1, 2 40,876 0 10,248
DELL TECHNOLOGIES INC CL C 24703L202 3,696 35,527 SH   DFND 1, 2 28,793 0 6,734
DELTA AIR LINES INC DEL COM NEW 247361702 5,684 133,388 SH   DFND 1, 2 110,757 0 22,631
DOCUSIGN INC COM 256163106 6,650 25,834 SH   DFND 1, 2 20,472 0 5,362
DOMINOS PIZZA INC COM 25754A201 3,125 6,552 SH   DFND 1, 2 5,694 0 858
DOW INC COM 260557103 4,232 73,515 SH   DFND 1, 2 58,341 0 15,174
EOG RES INC COM 26875P101 2,989 37,242 SH   DFND 1, 2 29,411 0 7,831
EDWARDS LIFESCIENCES CORP COM 28176E108 11,845 104,626 SH   DFND 1, 2 83,265 0 21,361
ELECTRONIC ARTS INC COM 285512109 2,548 17,911 SH   DFND 1, 2 14,485 0 3,426
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 3,677 128,240 SH   DFND 1, 2 101,895 0 26,345
EPAM SYS INC COM 29414B104 2,714 4,758 SH   DFND 1, 2 3,782 0 976
EQUIFAX INC COM 294429105 10,532 41,558 SH   DFND 1, 2 33,039 0 8,519
EQUINIX INC COM 29444U700 1,506 1,906 SH   DFND 1, 2 0 0 1,906
ETSY INC COM 29786A106 5,973 28,721 SH   DFND 1, 2 22,715 0 6,006
FACEBOOK INC CL A 30303M102 88,500 260,761 SH   DFND 1, 2 206,628 0 54,133
FIDELITY NATL INFORMATION SV COM 31620M106 6,306 51,822 SH   DFND 1, 2 41,189 0 10,633
FLEETCOR TECHNOLOGIES INC COM 339041105 4,540 17,376 SH   DFND 1, 2 13,879 0 3,497
GENERAL ELECTRIC CO COM NEW 369604301 1,257 12,205 SH   DFND 1, 2 9,919 0 2,286
GENERAL MLS INC COM 370334104 2,998 50,112 SH   DFND 1, 2 42,709 0 7,403
GENERAL MTRS CO COM 37045V100 3,345 63,462 SH   DFND 1, 2 49,956 0 13,506
GERDAU SA SPON ADR REP PFD 373737105 4,085 830,321 SH   DFND 1, 2 587,112 0 243,209
GODADDY INC CL A 380237107 11,906 170,811 SH   DFND 1, 2 135,843 0 34,968
GOLDMAN SACHS GROUP INC COM 38141G104 1,933 5,114 SH   DFND 1, 2 4,131 0 983
GRIFOLS S A SP ADR REP B NVT 398438408 3,651 249,910 SH   DFND 1, 2 198,759 0 51,151
HILTON GRAND VACATIONS INC COM 43283X105 5,547 116,608 SH   DFND 1, 2 92,988 0 23,620
HILTON WORLDWIDE HLDGS INC COM 43300A203 13,410 101,508 SH   DFND 1, 2 80,866 0 20,642
HOME DEPOT INC COM 437076102 18,411 56,088 SH   DFND 1, 2 45,136 0 10,952
HONEYWELL INTL INC COM 438516106 15,988 75,317 SH   DFND 1, 2 59,674 0 15,643
HUBSPOT INC COM 443573100 10,197 15,082 SH   DFND 1, 2 11,961 0 3,121
ICICI BANK LIMITED ADR 45104G104 8,982 475,993 SH   DFND 1, 2 381,323 0 94,670
IDEX CORP COM 45167R104 5,427 26,225 SH   DFND 1, 2 20,709 0 5,516
IDEXX LABS INC COM 45168D104 14,294 22,984 SH   DFND 1, 2 18,270 0 4,714
INCYTE CORP COM 45337C102 4,250 61,797 SH   DFND 1, 2 48,959 0 12,838
INFOSYS LTD SPONSORED ADR 456788108 3,974 178,590 SH   DFND 1, 2 145,458 0 33,132
INSULET CORP COM 45784P101 12,360 43,485 SH   DFND 1, 2 34,581 0 8,904
INTEL CORP COM 458140100 1,892 35,505 SH   DFND 1, 2 28,357 0 7,148
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,912 42,776 SH   DFND 1, 2 33,743 0 9,033
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 5,786 43,267 SH   DFND 1, 2 34,379 0 8,888
INTUITIVE SURGICAL INC COM NEW 46120E602 30,653 30,833 SH   DFND 1, 2 24,439 0 6,394
JPMORGAN CHASE & CO COM 46625H100 43,287 264,446 SH   DFND 1, 2 209,467 0 54,979
LENNOX INTL INC COM 526107107 3,936 13,381 SH   DFND 1, 2 10,866 0 2,515
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 3,732 38,675 SH   DFND 1, 2 30,725 0 7,950
LILLY ELI & CO COM 532457108 6,478 28,037 SH   DFND 1, 2 22,294 0 5,743
LULULEMON ATHLETICA INC COM 550021109 7,903 19,527 SH   DFND 1, 2 15,641 0 3,886
MASTERCARD INCORPORATED CL A 57636Q104 19,333 55,605 SH   DFND 1, 2 44,198 0 11,407
MELCO RESORTS AND ENTMNT LTD ADR 585464100 389 38,008 SH   DFND 1, 2 0 0 38,008
MERCADOLIBRE INC COM 58733R102 13,701 8,158 SH   DFND 1, 2 6,505 0 1,653
METTLER TOLEDO INTERNATIONAL COM 592688105 5,463 3,966 SH   DFND 1, 2 3,162 0 804
MICROSOFT CORP COM 594918104 104,767 371,621 SH   DFND 1, 2 294,486 0 77,135
MICRON TECHNOLOGY INC COM 595112103 5,053 71,190 SH   DFND 1, 2 56,454 0 14,736
MODERNA INC COM 60770K107 721 1,874 SH   DFND 1, 2 1,496 0 378
MONDELEZ INTL INC CL A 609207105 9,532 163,837 SH   DFND 1, 2 131,638 0 32,199
MONSTER BEVERAGE CORP NEW COM 61174X109 3,036 34,182 SH   DFND 1, 2 28,775 0 5,407
MOODYS CORP COM 615369105 21,136 59,519 SH   DFND 1, 2 47,169 0 12,350
MORGAN STANLEY COM NEW 617446448 2,093 21,510 SH   DFND 1, 2 17,178 0 4,332
MOTOROLA SOLUTIONS INC COM NEW 620076307 7,707 33,172 SH   DFND 1, 2 26,141 0 7,031
NETFLIX INC COM 64110L106 39,407 64,565 SH   DFND 1, 2 51,381 0 13,184
NICE LTD SPONSORED ADR 653656108 923 3,249 SH   DFND 1, 2 0 0 3,249
NIKE INC CL B 654106103 23,730 163,396 SH   DFND 1, 2 129,800 0 33,596
NVIDIA CORPORATION COM 67066G104 3,317 16,013 SH   DFND 1, 2 12,664 0 3,349
ON SEMICONDUCTOR CORP COM 682189105 7,342 160,414 SH   DFND 1, 2 127,244 0 33,170
PPG INDS INC COM 693506107 2,877 20,114 SH   DFND 1, 2 15,942 0 4,172
PAYPAL HLDGS INC COM 70450Y103 54,371 208,950 SH   DFND 1, 2 165,663 0 43,287
PFIZER INC COM 717081103 7,521 174,872 SH   DFND 1, 2 138,686 0 36,186
PHILIP MORRIS INTL INC COM 718172109 1,835 19,363 SH   DFND 1, 2 0 0 19,363
PINTEREST INC CL A 72352L106 1,185 23,267 SH   DFND 1, 2 18,729 0 4,538
REGENERON PHARMACEUTICALS COM 75886F107 14,755 24,381 SH   DFND 1, 2 19,330 0 5,051
RESTAURANT BRANDS INTL INC COM 76131D103 7,035 114,967 SH   DFND 1, 2 96,799 0 18,168
ROCKWELL AUTOMATION INC COM 773903109 2,426 8,249 SH   DFND 1, 2 6,531 0 1,718
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 8,300 75,416 SH   DFND 1, 2 60,143 0 15,273
S&P GLOBAL INC COM 78409V104 6,844 16,107 SH   DFND 1, 2 12,715 0 3,392
SVB FINANCIAL GROUP COM 78486Q101 9,316 14,402 SH   DFND 1, 2 11,416 0 2,986
SCHLUMBERGER LTD COM STK 806857108 4,494 151,603 SH   DFND 1, 2 120,308 0 31,295
SEA LTD SPONSORD ADS 81141R100 18,678 58,600 SH   DFND 1, 2 46,447 0 12,153
SEAGEN INC COM 81181C104 8,765 51,619 SH   DFND 1, 2 40,905 0 10,714
SEMPRA COM 816851109 5,001 39,536 SH   DFND 1, 2 32,729 0 6,807
SERVICENOW INC COM 81762P102 11,193 17,987 SH   DFND 1, 2 14,280 0 3,707
SHERWIN WILLIAMS CO COM 824348106 13,836 49,463 SH   DFND 1, 2 39,106 0 10,357
SHOPIFY INC CL A 82509L107 21,615 15,943 SH   DFND 1, 2 12,674 0 3,269
SMARTSHEET INC COM CL A 83200N103 8,474 123,140 SH   DFND 1, 2 97,445 0 25,695
SNAP INC CL A 83304A106 5,746 77,789 SH   DFND 1, 2 61,904 0 15,885
TANDEM DIABETES CARE INC COM NEW 875372203 4,337 36,329 SH   DFND 1, 2 28,982 0 7,347
TC ENERGY CORP COM 87807B107 3,933 81,714 SH   DFND 1, 2 66,125 0 15,589
TELADOC HEALTH INC COM 87918A105 455 3,586 SH   DFND 1, 2 2,853 0 733
TESLA INC COM 88160R101 173,790 224,106 SH   DFND 1, 2 177,447 0 46,659
THERMO FISHER SCIENTIFIC INC COM 883556102 24,381 42,674 SH   DFND 1, 2 33,823 0 8,851
TRANSDIGM GROUP INC COM 893641100 4,848 7,762 SH   DFND 1, 2 6,235 0 1,527
TRIMBLE INC COM 896239100 10,315 125,406 SH   DFND 1, 2 99,315 0 26,091
TRIP COM GROUP LTD ADS 89677Q107 4,598 149,539 SH   DFND 1, 2 119,001 0 30,538
UBER TECHNOLOGIES INC COM 90353T100 3,864 86,260 SH   DFND 1, 2 69,181 0 17,079
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 5,883 65,234 SH   DFND 1, 2 51,687 0 13,547
VALE S A SPONSORED ADS 91912E105 15,424 1,105,690 SH   DFND 1, 2 844,762 0 260,928
VERTEX PHARMACEUTICALS INC COM 92532F100 13,342 73,555 SH   DFND 1, 2 58,245 0 15,310
VIATRIS INC COM 92556V106 197 14,533 SH   DFND 1, 2 11,302 0 3,231
VIR BIOTECHNOLOGY INC COM 92764N102 2,050 47,095 SH   DFND 1, 2 37,414 0 9,681
VISA INC COM CL A 92826C839 9,524 42,755 SH   DFND 1, 2 34,202 0 8,553
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,972 126,921 SH   DFND 1, 2 100,767 0 26,154
WORKDAY INC CL A 98138H101 1,538 6,153 SH   DFND 1, 2 4,837 0 1,316
YUM BRANDS INC COM 988498101 8,099 66,221 SH   DFND 1, 2 55,844 0 10,377
ZENDESK INC COM 98936J101 6,079 52,233 SH   DFND 1, 2 41,458 0 10,775
ZOETIS INC CL A 98978V103 18,219 93,843 SH   DFND 1, 2 75,012 0 18,831
AON PLC SHS CL A G0403H108 7,769 27,187 SH   DFND 1, 2 21,780 0 5,407
ARCH CAP GROUP LTD ORD G0450A105 7,944 208,074 SH   DFND 1, 2 165,142 0 42,932
BUNGE LIMITED COM G16962105 8,808 108,316 SH   DFND 1, 2 85,984 0 22,332
EVEREST RE GROUP LTD COM G3223R108 967 3,857 SH   DFND 1, 2 3,223 0 634
LINDE PLC SHS G5494J103 6,865 23,398 SH   DFND 1, 2 18,523 0 4,875
APTIV PLC SHS G6095L109 2,049 13,757 SH   DFND 1, 2 10,900 0 2,857
NOVOCURE LTD ORD SHS G6674U108 9,981 85,916 SH   DFND 1, 2 68,443 0 17,473
CHUBB LIMITED COM H1467J104 15,115 87,129 SH   DFND 1, 2 69,097 0 18,032
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 4,522 40,399 SH   DFND 1, 2 32,145 0 8,254
UBS GROUP AG SHS H42097107 7,468 464,074 SH   DFND 1, 2 368,259 0 95,815
TE CONNECTIVITY LTD REG SHS H84989104 12,644 92,144 SH   DFND 1, 2 73,072 0 19,072
ASML HOLDING N V N Y REGISTRY SHS N07059210 15,256 20,475 SH   DFND 1, 2 16,441 0 4,034
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6,733 71,745 SH   DFND 1, 2 56,750 0 14,995
STELLANTIS N.V SHS N82405106 5,536 288,310 SH   DFND 1, 2 232,040 0 56,270
ROYAL CARIBBEAN GROUP COM V7780T103 14,038 157,814 SH   DFND 1, 2 125,449 0 32,365