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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101   406,371 831,042 SH   DFND 2 499,934 0 331,108
AGILENT TECHNOLOGIES INC COM 00846U101   945 7,856 SH   DFND 2 7,856 0 0
ALIGN TECHNOLOGY INC COM 016255101   25,967 73,428 SH   DFND 2 73,428 0 0
ALLEGION PLC ORD SHS G0176J109   14,120 117,643 SH   DFND 2 5,064 0 112,579
ALPHABET INC CAP STK CL C 02079K107   471,503 3,897,687 SH   DFND 2 2,341,660 0 1,556,027
AMAZON INC COM 023135106   507,112 3,890,092 SH   DFND 2 2,331,113 0 1,558,979
AMDOCS LTD SHS G02602103   776 7,855 SH   DFND 2 7,855 0 0
AMERICAN TOWER CORP NEW COM 03027X100   250,479 1,291,527 SH   DFND 2 769,805 0 521,722
AMERISOURCEBERGEN CORP COM 03073E105   1,526 7,929 SH   DFND 2 7,929 0 0
AON PLC SHS CL A G0403H108   271,770 787,282 SH   DFND 2 475,918 0 311,364
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   3,063 130,657 SH   DFND 2 130,657 0 0
AXONICS INC COM 05465P101   16,171 320,400 SH   DFND 2 320,400 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   18,537 213,851 SH   DFND 2 213,851 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   4,408 139,846 SH   DFND 2 139,846 0 0
CARA THERAPEUTICS INC COM 140755109   1,651 583,460 SH   DFND 2 583,460 0 0
CENTENE CORP DEL COM 15135B101   22,579 334,756 SH   DFND 2 334,756 0 0
COGNEX CORP COM 192422103   10,180 181,719 SH   DFND 2 7,817 0 173,902
COHERUS BIOSCIENCES INC COM 19249H103   8,235 1,928,464 SH   DFND 2 1,928,464 0 0
COOPER COS INC COM NEW 216648402   19,498 50,852 SH   DFND 2 2,188 0 48,664
DEX INC COM 252131107   41,380 322,000 SH   DFND 2 322,000 0 0
DROPBOX INC CL A 26210C104   16,631 623,594 SH   DFND 2 26,780 0 596,814
EDWARDS LIFESCIENCES CORP COM 28176E108   45,221 479,396 SH   DFND 2 319,430 0 159,966
ELECTRONIC ARTS INC COM 285512109   13,689 105,543 SH   DFND 2 4,542 0 101,001
ELEVANCE HEALTH INC COM 036752103   31,456 70,800 SH   DFND 2 70,800 0 0
EXACT SCIENCES CORP COM 30063P105   63,086 671,846 SH   DFND 2 463,974 0 207,872
FERGUSON PLC NEW SHS G3421J106   13,781 87,605 SH   DFND 2 3,763 0 83,842
FISERV INC COM 337738108   284,593 2,255,990 SH   DFND 2 1,389,546 0 866,444
GENPACT LIMITED SHS G3922B107   2,380 63,342 SH   DFND 2 63,342 0 0
GLAUKOS CORP COM 377322102   14,043 197,212 SH   DFND 2 197,212 0 0
GLOBAL PMTS INC COM 37940X102   9,804 99,512 SH   DFND 2 4,283 0 95,229
H WORLD GROUP LTD SPONSORED ADS 44332N106   888 22,887 SH   DFND 2 22,887 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   254,774 3,655,294 SH   DFND 2 2,019,286 0 1,636,008
HOME DEPOT INC COM 437076102   367,957 1,184,514 SH   DFND 2 712,128 0 472,386
HORIZON THERAPEUTICS PUB L SHS G46188101   42,327 411,544 SH   DFND 2 411,544 0 0
HUMANA INC COM 444859102   23,456 52,459 SH   DFND 2 52,459 0 0
ICICI BANK LIMITED ADR 45104G104   75,169 3,256,884 SH   DFND 2 1,521,545 0 1,735,339
ILLUMINA INC COM 452327109   14,620 77,978 SH   DFND 2 77,978 0 0
INFOSYS LTD SPONSORED ADR 456788108   12,093 752,511 SH   DFND 2 332,756 0 419,755
INSMED INC COM PAR $.01 457669307   7,240 343,110 SH   DFND 2 343,110 0 0
INSULET CORP COM 45784P101   18,139 62,908 SH   DFND 2 62,908 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   789 6,981 SH   DFND 2 6,981 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   51,568 150,811 SH   DFND 2 150,811 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   9,574 1,360,000 SH   DFND 2 1,360,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   8,346 80,000 SH   DFND 2 80,000 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106   2,685 1,500,000 SH   DFND 2 1,500,000 0 0
KEURIG DR PEPPER INC COM 49271V100   2,600 83,132 SH   DFND 2 83,132 0 0
KRYSTAL BIOTECH INC COM 501147102   21,814 185,809 SH   DFND 2 185,809 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   1,376 5,702 SH   DFND 2 5,702 0 0
LINDE PLC SHS G54950103   455,965 1,196,507 SH   DFND 2 726,623 0 469,884
MCKESSON CORP COM 58155Q103   2,151 5,034 SH   DFND 2 5,034 0 0
MERCADOLIBRE INC COM 58733R102   14,812 12,504 SH   DFND 2 1,249 0 11,255
MICROSOFT CORP COM 594918104   811,960 2,384,332 SH   DFND 2 1,420,534 0 963,798
MSCI INC COM 55354G100   11,759 25,057 SH   DFND 2 1,079 0 23,978
NATERA INC COM 632307104   20,680 425,000 SH   DFND 2 425,000 0 0
NEXTERA ENERGY INC COM 65339F101   329,024 4,434,280 SH   DFND 2 2,543,652 0 1,890,628
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   2,717 46,341 SH   DFND 2 46,341 0 0
NOVOCURE LTD ORD SHS G6674U108   9,204 221,784 SH   DFND 2 221,784 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   767 97,235 SH   DFND 2 97,235 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   4,705 306,099 SH   DFND 2 306,099 0 0
OUTSET MED INC COM 690145107   21,870 1,000,000 SH   DFND 2 1,000,000 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   15,927 610,000 SH   DFND 2 610,000 0 0
PROCTER AND GAMBLE CO COM 742718109   401,744 2,647,583 SH   DFND 2 1,604,430 0 1,043,153
PTC INC COM 69370C100   17,098 120,153 SH   DFND 2 5,170 0 114,983
QUIDELORTHO CORP COM 219798105   8,286 100,000 SH   DFND 2 100,000 0 0
RESMED INC COM 761152107   15,637 71,564 SH   DFND 2 3,079 0 68,485
S&P GLOBAL INC COM 78409V104   353,295 881,277 SH   DFND 2 530,714 0 350,563
SANDSTORM GOLD LTD COM NEW 80013R206   2,308 450,766 SH   DFND 2 450,766 0 0
SAREPTA THERAPEUTICS INC COM 803607100   16,070 140,329 SH   DFND 2 140,329 0 0
SEA LTD SPONSORD ADS 81141R100   20,117 346,610 SH   DFND 2 152,184 0 194,426
SERVICE CORP INTL COM 817565104   26,763 414,357 SH   DFND 2 57,060 0 357,297
SMITH A O CORP COM 831865209   20,620 283,322 SH   DFND 2 12,194 0 271,128
SYNOPSYS INC COM 871607107   31,604 72,585 SH   DFND 2 3,077 0 69,508
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   79,981 792,516 SH   DFND 2 741,629 0 50,887
TELADOC HEALTH INC COM 87918A105   4,254 168,000 SH   DFND 2 168,000 0 0
TELEFLEX INCORPORATED COM 879369106   14,038 58,000 SH   DFND 2 58,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   703,027 1,347,441 SH   DFND 2 843,472 0 503,969
T-MOBILE US INC COM 872590104   2,607 18,772 SH   DFND 2 18,772 0 0
TRANSUNION COM 89400J107   14,367 183,419 SH   DFND 2 7,888 0 175,531
TRIP COM GROUP LTD ADS 89677Q107   50,029 1,429,406 SH   DFND 2 624,587 0 804,819
TYLER TECHNOLOGIES INC COM 902252105   8,952 21,494 SH   DFND 2 925 0 20,569
VERISK ANALYTICS INC COM 92345Y106   15,974 70,673 SH   DFND 2 3,040 0 67,633
VERTEX PHARMACEUTICALS INC COM 92532F100   32,924 93,557 SH   DFND 2 93,557 0 0
VISA INC COM CL A 92826C839   680,576 2,865,826 SH   DFND 2 1,725,394 0 1,140,432
WATERS CORP COM 941848103   18,394 69,012 SH   DFND 2 2,970 0 66,042