ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3307117 26576 SH DFND 0 26576 0 ADVANCED ENERGY INDS COM 007973100 932175 2500 SH DFND 0 2500 0 AGORA INC ADS 00851L103 2019694 506189 SH DFND 0 506189 0 AMAZON COM INC COM 023135106 6428029 26970 SH DFND 0 26970 0 AMERICAN TOWER CORP COM 03027X100 5761916 35226 SH DFND 0 35226 0 ANALOG DEVICES INC COM 032654105 3395803 8550 SH DFND 0 8550 0 APPIAN CORP CL A 03782L101 3853978 168296 SH DFND 0 168296 0 ATLASSIAN CORPORATION CL A 049468101 6575977 84535 SH DFND 0 84535 0 D R HORTON INC COM 23331A109 6240910 38316 SH DFND 0 38316 0 DOLE PLC ORD SHS G27907107 4686642 341592 SH DFND 0 341592 0 DOLLAR GEN CORP COM 256677105 4195759 36450 SH DFND 0 36450 0 EAGLE MATLS INC COM 26969P108 3277800 14568 SH DFND 0 14568 0 ENTEGRIS INC COM 29362U104 1798600 10000 SH DFND 0 10000 0 FISERV INC COM 337738108 3455768 70454 SH DFND 0 70454 0 GENTHERM INC COM 37253A103 2420172 70952 SH DFND 0 70952 0 GEO GROUP INC COM 36162J106 2285928 77358 SH DFND 0 77358 0 HCA HEALTHCARE INC COM 40412C101 5041277 12930 SH DFND 0 12930 0 HOME DEPOT INC COM 437076102 3322245 9420 SH DFND 0 9420 0 INTUIT COM 461202103 4425516 16956 SH DFND 0 16956 0 LULULEMON ATHLETICA INC COM 550021109 1193181 10450 SH DFND 0 10450 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 3233145 8500 SH DFND 0 8500 0 MARVELL TECHNOLOGY INC COM 573874104 12570958 42200 SH DFND 0 42200 0 MKS INC. COM 55306N104 4047680 9100 SH DFND 0 9100 0 NETFLIX INC. COM 64110L106 3230064 45239 SH DFND 0 45239 0 NVIDIA CORPORATION COM 67066G104 7375517 36861 SH DFND 0 36861 0 NXP SEMICONDUCTORS N V COM N6596X109 2584632 9197 SH DFND 0 9197 0 OKTA INC CL A 679295105 4883954 35793 SH DFND 0 35793 0 OLD DOMINION FREIGHT LINE IN COM 679580100 4611197 21289 SH DFND 0 21289 0 OMEGA FLEX INC COM 682095104 2015614 64212 SH DFND 0 64212 0 ONTO INNOVATION INC COM 683344105 5206336 13757 SH DFND 0 13757 0 PEGASYSTEMS INC COM 705573103 3134232 104579 SH DFND 0 104579 0 POOL CORP COM 73278L105 2013613 9370 SH DFND 0 9370 0 SAP SE SPON ADR 803054204 4183778 27148 SH DFND 0 27148 0 SERVICENOW INC COM 81762P102 5130194 51674 SH DFND 0 51674 0 UNITEDHEALTH GROUP INC COM 91324P102 7197464 17317 SH DFND 0 17317 0 VISA INC COM CL A 92826C839 8834567 25750 SH DFND 0 25750 0 WASTE CONNECTIONS INC COM 94106B101 4099573 24594 SH DFND 0 24594 0 WEAVE COMMUNICATIONS INC COM 94724R108 4706265 785687 SH DFND 0 785687 0 WORKDAY INC CL A 98138H101 2727884 22283 SH DFND 0 22283 0