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 9,984 388,046 SH   DFND 1, 2 310,064 0 77,982
ABBOTT LABS COM 002824100 9,305 78,615 SH   DFND 1, 2 63,323 0 15,292
ACTIVISION BLIZZARD INC COM 00507V109 4,050 50,557 SH   DFND 1, 2 41,152 0 9,405
ADOBE SYSTEMS INCORPORATED COM 00724F101 18,823 41,314 SH   DFND 1, 2 33,063 0 8,251
AIRBNB INC COM CL A 009066101 2,364 13,763 SH   DFND 1, 2 11,942 0 1,821
AIR PRODS & CHEMS INC COM 009158106 500 1,999 SH   DFND 1, 2 1,609 0 390
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 3,566 21,839 SH   DFND 1, 2 17,439 0 4,400
ALPHABET INC CAP STK CL C 02079K107 41,454 14,842 SH   DFND 1, 2 11,886 0 2,956
ALPHABET INC CAP STK CL A 02079K305 42,032 15,112 SH   DFND 1, 2 12,111 0 3,001
ALTERYX INC COM CL A 02156B103 2,268 31,706 SH   DFND 1, 2 25,045 0 6,661
AMAZON COM INC COM 023135106 59,328 18,199 SH   DFND 1, 2 14,560 0 3,639
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 8,783 415,289 SH   DFND 1, 2 331,808 0 83,481
AMERICAN TOWER CORP NEW COM 03027X100 377 1,499 SH   DFND 1, 2 0 0 1,499
APPLE INC COM 037833100 11,663 66,796 SH   DFND 1, 2 53,454 0 13,342
APPLIED MATLS INC COM 038222105 14,394 109,212 SH   DFND 1, 2 87,333 0 21,879
ARCHER DANIELS MIDLAND CO COM 039483102 1,797 19,912 SH   DFND 1, 2 15,444 0 4,468
AXON ENTERPRISE INC COM 05464C101 1,394 10,120 SH   DFND 1, 2 8,246 0 1,874
BAKER HUGHES COMPANY CL A 05722G100 4,391 120,591 SH   DFND 1, 2 97,009 0 23,582
BALL CORP COM 058498106 1,899 21,105 SH   DFND 1, 2 16,855 0 4,250
BK OF AMERICA CORP COM 060505104 11,322 274,668 SH   DFND 1, 2 219,295 0 55,373
BARRICK GOLD CORP COM 067901108 8,546 348,397 SH   DFND 1, 2 277,872 0 70,525
BEIGENE LTD SPONSORED ADR 07725L102 9,125 48,382 SH   DFND 1, 2 38,678 0 9,704
BIONTECH SE SPONSORED ADS 09075V102 3,048 17,869 SH   DFND 1, 2 17,667 0 202
BLACKROCK INC COM 09247X101 13,581 17,772 SH   DFND 1, 2 14,189 0 3,583
BLACKSTONE GROUP INC COM 09260D107 8,990 70,823 SH   DFND 1, 2 64,955 0 5,868
BOEING CO COM 097023105 2,462 12,859 SH   DFND 1, 2 9,926 0 2,933
BOOKING HOLDINGS INC COM 09857L108 17,538 7,468 SH   DFND 1, 2 6,022 0 1,446
BRISTOL-MYERS SQUIBB CO COM 110122108 3,926 53,759 SH   DFND 1, 2 42,997 0 10,762
BROADCOM INC COM 11135F101 34,083 54,128 SH   DFND 1, 2 43,269 0 10,859
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 11,221 198,357 SH   DFND 1, 2 158,441 0 39,916
CME GROUP INC COM 12572Q105 21,463 90,235 SH   DFND 1, 2 72,112 0 18,123
CANADIAN PAC RY LTD COM 13645T100 8,713 105,566 SH   DFND 1, 2 84,345 0 21,221
CARRIER GLOBAL CORPORATION COM 14448C104 23,948 522,084 SH   DFND 1, 2 416,714 0 105,370
CATERPILLAR INC COM 149123101 16,581 74,413 SH   DFND 1, 2 59,337 0 15,076
CHART INDS INC COM 16115Q308 6,613 38,498 SH   DFND 1, 2 33,492 0 5,006
CITIGROUP INC COM NEW 172967424 3,028 56,700 SH   DFND 1, 2 48,057 0 8,643
CLOUDFLARE INC CL A COM 18915M107 3,590 29,992 SH   DFND 1, 2 25,720 0 4,272
CONCENTRIX CORP COM 20602D101 1,578 9,477 SH   DFND 1, 2 7,526 0 1,951
CONOCOPHILLIPS COM 20825C104 7,257 72,567 SH   DFND 1, 2 57,876 0 14,691
COPART INC COM 217204106 9,295 74,083 SH   DFND 1, 2 59,658 0 14,425
COSTCO WHSL CORP NEW COM 22160K105 21,021 36,504 SH   DFND 1, 2 29,165 0 7,339
DANAHER CORPORATION COM 235851102 14,723 50,193 SH   DFND 1, 2 40,213 0 9,980
DELTA AIR LINES INC DEL COM NEW 247361702 4,643 117,345 SH   DFND 1, 2 93,722 0 23,623
DEXCOM INC COM 252131107 2,363 4,619 SH   DFND 1, 2 3,748 0 871
DOMINOS PIZZA INC COM 25754A201 2,667 6,552 SH   DFND 1, 2 5,694 0 858
EOG RES INC COM 26875P101 4,537 38,050 SH   DFND 1, 2 30,488 0 7,562
EDWARDS LIFESCIENCES CORP COM 28176E108 12,258 104,128 SH   DFND 1, 2 83,265 0 20,863
ELECTRONIC ARTS INC COM 285512109 3,098 24,486 SH   DFND 1, 2 19,725 0 4,761
EQUIFAX INC COM 294429105 8,128 34,279 SH   DFND 1, 2 27,437 0 6,842
EQUINIX INC COM 29444U700 1,366 1,842 SH   DFND 1, 2 0 0 1,842
ETSY INC COM 29786A106 5,966 48,002 SH   DFND 1, 2 40,839 0 7,163
FACEBOOK INC CL A 30303M102 60,562 272,362 SH   DFND 1, 2 217,658 0 54,704
FARFETCH LTD ORD SH CL A 30744W107 818 54,081 SH   DFND 1, 2 47,310 0 6,771
FIDELITY NATL INFORMATION SV COM 31620M106 5,286 52,636 SH   DFND 1, 2 42,242 0 10,394
FLEETCOR TECHNOLOGIES INC COM 339041105 4,462 17,915 SH   DFND 1, 2 14,399 0 3,516
GENERAL MLS INC COM 370334104 3,085 45,557 SH   DFND 1, 2 38,052 0 7,505
GENERAL MTRS CO COM 37045V100 9,349 213,746 SH   DFND 1, 2 182,235 0 31,511
GERDAU SA SPON ADR REP PFD 373737105 5,295 823,498 SH   DFND 1, 2 587,112 0 236,386
GODADDY INC CL A 380237107 14,360 171,569 SH   DFND 1, 2 137,450 0 34,119
GOLDMAN SACHS GROUP INC COM 38141G104 1,656 5,018 SH   DFND 1, 2 4,131 0 887
GRIFOLS S A SP ADR REP B NVT 398438408 2,372 203,120 SH   DFND 1, 2 154,675 0 48,445
HILTON GRAND VACATIONS INC COM 43283X105 5,347 102,815 SH   DFND 1, 2 82,320 0 20,495
HILTON WORLDWIDE HLDGS INC COM 43300A203 10,905 71,864 SH   DFND 1, 2 58,058 0 13,806
HOME DEPOT INC COM 437076102 18,145 60,619 SH   DFND 1, 2 49,001 0 11,618
HONEYWELL INTL INC COM 438516106 4,330 22,255 SH   DFND 1, 2 17,544 0 4,711
HUBSPOT INC COM 443573100 8,503 17,903 SH   DFND 1, 2 14,884 0 3,019
ITT INC COM 45073V108 1,484 19,734 SH   DFND 1, 2 15,614 0 4,120
ICICI BANK LIMITED ADR 45104G104 8,836 466,536 SH   DFND 1, 2 373,443 0 93,093
IDEX CORP COM 45167R104 656 3,419 SH   DFND 1, 2 2,745 0 674
IDEXX LABS INC COM 45168D104 10,189 18,625 SH   DFND 1, 2 14,826 0 3,799
INCYTE CORP COM 45337C102 2,045 25,750 SH   DFND 1, 2 20,784 0 4,966
INFOSYS LTD SPONSORED ADR 456788108 4,227 169,831 SH   DFND 1, 2 136,821 0 33,010
INSULET CORP COM 45784P101 13,445 50,470 SH   DFND 1, 2 41,669 0 8,801
INTERCONTINENTAL EXCHANGE IN COM 45866F104 471 3,563 SH   DFND 1, 2 2,771 0 792
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 5,661 43,102 SH   DFND 1, 2 34,379 0 8,723
INTUITIVE SURGICAL INC COM NEW 46120E602 28,041 92,950 SH   DFND 1, 2 74,226 0 18,724
JPMORGAN CHASE & CO COM 46625H100 27,243 199,847 SH   DFND 1, 2 159,653 0 40,194
L3HARRIS TECHNOLOGIES INC COM 502431109 3,471 13,968 SH   DFND 1, 2 13,968 0 0
LILLY ELI & CO COM 532457108 14,168 49,476 SH   DFND 1, 2 39,389 0 10,087
LULULEMON ATHLETICA INC COM 550021109 9,145 25,038 SH   DFND 1, 2 21,041 0 3,997
MASTERCARD INCORPORATED CL A 57636Q104 13,090 36,627 SH   DFND 1, 2 29,289 0 7,338
MCDONALDS CORP COM 580135101 1,134 4,587 SH   DFND 1, 2 3,667 0 920
MELCO RESORTS AND ENTMNT LTD ADR 585464100 290 38,008 SH   DFND 1, 2 0 0 38,008
MERCADOLIBRE INC COM 58733R102 8,959 7,532 SH   DFND 1, 2 6,412 0 1,120
METTLER TOLEDO INTERNATIONAL COM 592688105 5,417 3,945 SH   DFND 1, 2 3,162 0 783
MICROSOFT CORP COM 594918104 115,642 375,083 SH   DFND 1, 2 299,712 0 75,371
MICRON TECHNOLOGY INC COM 595112103 5,264 67,577 SH   DFND 1, 2 54,089 0 13,488
MONDELEZ INTL INC CL A 609207105 9,454 150,595 SH   DFND 1, 2 121,683 0 28,912
MONSTER BEVERAGE CORP NEW COM 61174X109 3,947 49,402 SH   DFND 1, 2 40,359 0 9,043
MOODYS CORP COM 615369105 11,582 34,327 SH   DFND 1, 2 27,333 0 6,994
MORGAN STANLEY COM NEW 617446448 1,880 21,510 SH   DFND 1, 2 17,178 0 4,332
MOSAIC CO NEW COM 61945C103 2,436 36,636 SH   DFND 1, 2 29,259 0 7,377
MOTOROLA SOLUTIONS INC COM NEW 620076307 10,208 42,147 SH   DFND 1, 2 33,559 0 8,588
NETFLIX INC COM 64110L106 23,616 63,046 SH   DFND 1, 2 51,052 0 11,994
NICE LTD SPONSORED ADR 653656108 720 3,287 SH   DFND 1, 2 0 0 3,287
NIKE INC CL B 654106103 20,438 151,891 SH   DFND 1, 2 121,373 0 30,518
NVIDIA CORPORATION COM 67066G104 13,997 51,299 SH   DFND 1, 2 45,225 0 6,074
NUTRIEN LTD COM 67077M108 2,504 24,222 SH   DFND 1, 2 19,371 0 4,851
ON SEMICONDUCTOR CORP COM 682189105 8,728 139,406 SH   DFND 1, 2 111,620 0 27,786
PAYPAL HLDGS INC COM 70450Y103 13,597 117,573 SH   DFND 1, 2 94,164 0 23,409
PFIZER INC COM 717081103 14,504 280,162 SH   DFND 1, 2 223,483 0 56,679
PHILIP MORRIS INTL INC COM 718172109 1,908 20,310 SH   DFND 1, 2 0 0 20,310
PINTEREST INC CL A 72352L106 633 25,731 SH   DFND 1, 2 21,193 0 4,538
REGAL BELOIT CORP COM 758750103 2,988 20,085 SH   DFND 1, 2 16,076 0 4,009
REGENERON PHARMACEUTICALS COM 75886F107 19,316 27,656 SH   DFND 1, 2 22,095 0 5,561
RESTAURANT BRANDS INTL INC COM 76131D103 6,652 113,919 SH   DFND 1, 2 95,503 0 18,416
ROCKWELL AUTOMATION INC COM 773903109 3,533 12,615 SH   DFND 1, 2 9,954 0 2,661
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 6,628 76,074 SH   DFND 1, 2 61,066 0 15,008
S&P GLOBAL INC COM 78409V104 6,552 15,974 SH   DFND 1, 2 12,715 0 3,259
SVB FINANCIAL GROUP COM 78486Q101 9,571 17,107 SH   DFND 1, 2 13,676 0 3,431
SCHLUMBERGER LTD COM 806857108 6,233 150,872 SH   DFND 1, 2 120,308 0 30,564
SEA LTD SPONSORD ADS 81141R100 11,859 98,995 SH   DFND 1, 2 83,532 0 15,463
SEAGEN INC COM 81181C104 11,561 80,256 SH   DFND 1, 2 64,194 0 16,062
SEMPRA ENERGY COM 816851109 8,464 50,347 SH   DFND 1, 2 41,517 0 8,830
SERVICENOW INC COM 81762P102 9,952 17,871 SH   DFND 1, 2 14,280 0 3,591
SHERWIN WILLIAMS CO COM 824348106 16,872 67,591 SH   DFND 1, 2 53,901 0 13,690
SHOPIFY INC CL A 82509L107 10,847 16,047 SH   DFND 1, 2 13,435 0 2,612
SMARTSHEET INC COM CL A 83200N103 3,306 60,352 SH   DFND 1, 2 48,287 0 12,065
SNAP INC CL A 83304A106 2,299 63,878 SH   DFND 1, 2 60,643 0 3,235
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 1,977 23,100 SH   DFND 1, 2 18,500 0 4,600
SQUARE INC CL A 852234103 7,669 56,556 SH   DFND 1, 2 48,724 0 7,832
TANDEM DIABETES CARE INC COM NEW 875372203 5,776 49,669 SH   DFND 1, 2 44,338 0 5,331
TC ENERGY CORP COM 87807B107 4,583 81,250 SH   DFND 1, 2 66,125 0 15,125
TESLA INC COM 88160R101 182,274 169,148 SH   DFND 1, 2 124,608 0 44,540
THERMO FISHER SCIENTIFIC INC COM 883556102 25,257 42,762 SH   DFND 1, 2 34,096 0 8,666
TRADEWEB MKTS INC CL A 892672106 3,123 35,538 SH   DFND 1, 2 28,422 0 7,116
TRANSDIGM GROUP INC COM 893641100 5,137 7,885 SH   DFND 1, 2 6,395 0 1,490
TRIMBLE INC COM 896239100 9,516 131,915 SH   DFND 1, 2 105,394 0 26,521
TRIP COM GROUP LTD ADS 89677Q107 2,555 110,496 SH   DFND 1, 2 88,699 0 21,797
UBER TECHNOLOGIES INC COM 90353T100 6,535 183,147 SH   DFND 1, 2 153,278 0 29,869
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 2,114 29,112 SH   DFND 1, 2 23,589 0 5,523
VALE S A SPONSORED ADS 91912E105 22,798 1,140,468 SH   DFND 1, 2 886,209 0 254,259
VERTEX PHARMACEUTICALS INC COM 92532F100 16,508 63,256 SH   DFND 1, 2 50,608 0 12,648
VIATRIS INC COM 92556V106 191 17,542 SH   DFND 1, 2 11,302 0 6,240
VIR BIOTECHNOLOGY INC COM 92764N102 1,207 46,914 SH   DFND 1, 2 37,414 0 9,500
VISA INC COM CL A 92826C839 8,031 36,213 SH   DFND 1, 2 29,206 0 7,007
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,682 126,921 SH   DFND 1, 2 100,767 0 26,154
WAYFAIR INC CL A 94419L101 2,821 25,464 SH   DFND 1, 2 21,644 0 3,820
WORKDAY INC CL A 98138H101 2,382 9,949 SH   DFND 1, 2 8,633 0 1,316
YUM BRANDS INC COM 988498101 8,227 69,405 SH   DFND 1, 2 58,540 0 10,865
ZENDESK INC COM 98936J101 6,464 53,739 SH   DFND 1, 2 42,986 0 10,753
ZOETIS INC CL A 98978V103 21,225 112,548 SH   DFND 1, 2 90,373 0 22,175
AON PLC SHS CL A G0403H108 12,414 38,124 SH   DFND 1, 2 30,579 0 7,545
ARCH CAP GROUP LTD ORD G0450A105 7,073 146,070 SH   DFND 1, 2 117,574 0 28,496
BUNGE LIMITED COM G16962105 11,955 107,885 SH   DFND 1, 2 85,984 0 21,901
EVEREST RE GROUP LTD COM G3223R108 1,135 3,767 SH   DFND 1, 2 3,223 0 544
LINDE PLC SHS G5494J103 18,102 56,671 SH   DFND 1, 2 47,716 0 8,955
NOVOCURE LTD ORD SHS G6674U108 8,857 106,902 SH   DFND 1, 2 89,211 0 17,691
CHUBB LIMITED COM H1467J104 18,160 84,901 SH   DFND 1, 2 67,733 0 17,168
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 2,714 43,237 SH   DFND 1, 2 34,936 0 8,301
UBS GROUP AG SHS H42097107 1,693 86,168 SH   DFND 1, 2 68,632 0 17,536
TE CONNECTIVITY LTD REG SHS H84989104 12,003 91,642 SH   DFND 1, 2 73,072 0 18,570
ASML HOLDING N V N Y REGISTRY SHS N07059210 9,917 14,847 SH   DFND 1, 2 12,294 0 2,553
STELLANTIS N.V SHS N82405106 13,508 824,802 SH   DFND 1, 2 768,755 0 56,047
ROYAL CARIBBEAN GROUP COM V7780T103 13,268 158,370 SH   DFND 1, 2 126,739 0 31,631