ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3948549 19913 SH DFND 0 19913 0 AGORA INC ADS 00851L103 583636 164869 SH DFND 0 164869 0 AMAZON COM INC COM 023135106 4351802 20895 SH DFND 0 20895 0 AMERICAN TOWER CORP COM 03027X100 5207774 30176 SH DFND 0 30176 0 APPIAN CORP CL A 03782L101 3554441 147426 SH DFND 0 147426 0 ATLASSIAN CORPORATION CL A 049468101 6690479 98029 SH DFND 0 98029 0 BUILDERS FIRSTSOURCE INC COM 12008R107 790368 9600 SH DFND 0 9600 0 COMMVAULT SYS INC COM 204166102 3246222 41677 SH DFND 0 41677 0 D R HORTON INC COM 23331A109 5137242 37438 SH DFND 0 37438 0 DICKS SPORTING GOODS INC COM 253393102 1908343 9624 SH DFND 0 9624 0 DOLE PLC ORD SHS G27907107 4769459 333762 SH DFND 0 333762 0 EAGLE MATLS INC COM 26969P108 3174424 16756 SH DFND 0 16756 0 ENTEGRIS INC COM 29362U104 3520014 30024 SH DFND 0 30024 0 FISERV INC COM 337738108 2021299 36224 SH DFND 0 36224 0 GEO GROUP INC COM 36162J106 4488152 266993 SH DFND 0 266993 0 GITLAB INC CLASS A COM 37637K108 1168560 54000 SH DFND 0 54000 0 INTUIT COM 461202103 6522885 15086 SH DFND 0 15086 0 KNOWLES CORP COM 49926D109 1613166 62818 SH DFND 0 62818 0 LAM RESEARCH CORP COM NEW 512807306 77131 361 SH DFND 0 361 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1887595 8500 SH DFND 0 8500 0 MARTEN TRANS LTD COM 573075108 595340 45342 SH DFND 0 45342 0 MARVELL TECHNOLOGY INC COM 573874104 5858213 59144 SH DFND 0 59144 0 MICROCHIP TECHNOLOGY INC. COM 595017104 2129416 32958 SH DFND 0 32958 0 MKS INC. COM 55306N104 7866396 34230 SH DFND 0 34230 0 MONDAY COM LTD SHS M7S64H106 1625951 23527 SH DFND 0 23527 0 NETFLIX INC. COM 64110L106 2815945 29287 SH DFND 0 29287 0 NVIDIA CORPORATION COM 67066G104 6041739 34643 SH DFND 0 34643 0 OKTA INC CL A 679295105 4772974 60640 SH DFND 0 60640 0 OLD DOMINION FREIGHT LINE IN COM 679580100 5402028 27646 SH DFND 0 27646 0 OMEGA FLEX INC COM 682095104 514892 16588 SH DFND 0 16588 0 ONTO INNOVATION INC COM 683344105 2366508 11540 SH DFND 0 11540 0 PEGASYSTEMS INC COM 705573103 4407471 103559 SH DFND 0 103559 0 SALESFORCE INC COM 79466L302 6098136 32668 SH DFND 0 32668 0 SAP SE SPON ADR 803054204 5353394 31268 SH DFND 0 31268 0 SERVICENOW INC COM 81762P102 8587528 82138 SH DFND 0 82138 0 TEXAS INSTRS INC COM 882508104 5647144 29088 SH DFND 0 29088 0 UNITEDHEALTH GROUP INC COM 91324P102 4427123 16361 SH DFND 0 16361 0 VISA INC COM CL A 92826C839 6577649 21763 SH DFND 0 21763 0 WASTE CONNECTIONS INC COM 94106B101 2417270 14881 SH DFND 0 14881 0 WEAVE COMMUNICATIONS INC COM 94724R108 3399373 735795 SH DFND 0 735795 0 WORKDAY INC CL A 98138H101 4799635 36943 SH DFND 0 36943 0