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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   934 4,708 SH   DFND 2 4,708 0 0
ALIGN TECHNOLOGY INC COM 016255101   14,302 83,428 SH   DFND 2 83,428 0 0
ALKERMES PLC SHS G01767105   8,840 250,000 SH   DFND 2 250,000 0 0
ALPHABET INC CAP STK CL C 02079K107   418,205 1,457,872 SH   DFND 2 1,084,433 0 373,439
AMAZON INC COM 023135106   272,327 1,307,567 SH   DFND 2 971,407 0 336,160
AMDOCS LTD SHS G02602103   2,503 38,359 SH   DFND 2 38,359 0 0
AMER SPORTS INC COM SHS G0260P102   6,924 210,326 SH   DFND 2 3,496 0 206,830
AON PLC SHS CL A G0403H108   128,890 399,312 SH   DFND 2 298,059 0 101,253
AUTOMATIC DATA PROCESSING IN COM 053015103   608 2,990 SH   DFND 2 2,990 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   15,131 267,851 SH   DFND 2 267,851 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   10,156 103,188 SH   DFND 2 1,612 0 101,576
BOSTON SCIENTIFIC CORP COM 101137107   11,295 180,000 SH   DFND 2 180,000 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   790 19,510 SH   DFND 2 19,510 0 0
BROWN & BROWN INC COM 115236101   719 11,022 SH   DFND 2 11,022 0 0
CENCORA INC COM 03073E105   2,070 6,588 SH   DFND 2 6,588 0 0
CGI INC CL A SUB VTG 12532H104   1,488 20,349 SH   DFND 2 20,349 0 0
CHEMED CORP NEW COM 16359R103   1,933 5,117 SH   DFND 2 5,117 0 0
CLEAN HARBORS INC COM 184496107   14,300 49,871 SH   DFND 2 796 0 49,075
COHERUS ONCOLOGY INC COM 19249H103   3,259 1,928,464 SH   DFND 2 1,928,464 0 0
COPART INC COM 217204106   1,008 30,347 SH   DFND 2 30,347 0 0
CREDICORP LTD COM G2519Y108   469 1,383 SH   DFND 2 1,383 0 0
DEX INC COM 252131107   30,395 484,000 SH   DFND 2 484,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   36,930 461,167 SH   DFND 2 299,836 0 161,331
ELEVANCE HEALTH INC FORMERLY COM 036752103   19,029 65,000 SH   DFND 2 65,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   409 6,896 SH   DFND 2 6,896 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   12,302 52,738 SH   DFND 2 846 0 51,892
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   9,498 1,144,300 SH   DFND 2 550,600 0 593,700
GALLAGHER ARTHUR J & CO COM 363576109   732 3,381 SH   DFND 2 3,381 0 0
GENPACT LIMITED SHS G3922B107   2,217 59,508 SH   DFND 2 59,508 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   1,236 29,615 SH   DFND 2 29,615 0 0
GLAUKOS CORP COM 377322102   22,308 207,212 SH   DFND 2 207,212 0 0
GLOBAL PMTS INC COM 37940X102   6,309 93,740 SH   DFND 2 1,466 0 92,274
HDFC BANK LTD SPONSORED ADS 40415F101   182,439 7,332,764 SH   DFND 2 6,161,861 0 1,170,903
HESAI GROUP SPONSORED ADS 428050108   12,814 670,173 SH   DFND 2 322,828 0 347,345
ICICI BANK LIMITED ADR 45104G104   49,220 1,900,376 SH   DFND 2 954,776 0 945,600
INFOSYS LTD SPONSORED ADR 456788108   6,828 505,391 SH   DFND 2 332,790 0 172,601
INSMED INC COM PAR $.01 457669307   26,345 161,110 SH   DFND 2 161,110 0 0
INSULET CORP COM 45784P101   20,965 99,908 SH   DFND 2 99,908 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   162,398 1,032,542 SH   DFND 2 772,123 0 260,419
INTUITIVE SURGICAL INC COM NEW 46120E602   36,101 78,311 SH   DFND 2 78,311 0 0
IONIS PHARMACEUTICALS INC COM 462222100   27,483 366,000 SH   DFND 2 366,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   4,423 1,260,000 SH   DFND 2 1,260,000 0 0
IRHYTHM HOLDINGS INC COM 450056106   9,442 80,000 SH   DFND 2 80,000 0 0
KARYOPHARM THERAPEUTICS INC COM NEW 48576U205   557 100,000 SH   DFND 2 100,000 0 0
KRYSTAL BIOTECH INC COM 501147102   17,516 67,809 SH   DFND 2 67,809 0 0
LENZ THERAPEUTICS INC COM 52635N103   6,405 700,000 SH   DFND 2 700,000 0 0
LINDE PLC SHS G54950103   328,026 661,663 SH   DFND 2 505,468 0 156,195
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   4,774 128,029 SH   DFND 2 70,615 0 57,414
MCKESSON CORP COM 58155Q103   2,561 2,960 SH   DFND 2 2,960 0 0
MEDTRONIC PLC SHS G5960L103   22,096 255,000 SH   DFND 2 255,000 0 0
MERCADOLIBRE INC COM 58733R102   91,593 52,974 SH   DFND 2 37,299 0 15,675
META PLATFORMS INC CL A 30303M102   18,334 32,045 SH   DFND 2 27,077 0 4,968
MICROSOFT CORP COM 594918104   294,244 794,890 SH   DFND 2 591,003 0 203,887
MSCI INC COM 55354G100   13,048 24,208 SH   DFND 2 384 0 23,824
NATERA INC COM 632307104   27,599 138,000 SH   DFND 2 138,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   16,468 125,000 SH   DFND 2 125,000 0 0
NEXTERA ENERGY INC COM 65339F101   223,022 2,401,182 SH   DFND 2 1,776,741 0 624,441
NOVOCURE LTD ORD SHS G6674U108   10,592 971,784 SH   DFND 2 971,784 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   5,547 386,025 SH   DFND 2 386,025 0 0
OR ROYALTIES INC. COM SHS 68390D106   4,175 109,803 SH   DFND 2 109,803 0 0
OUTSET MED INC COM NEW 690145206   256 66,666 SH   DFND 2 66,666 0 0
PARKER-HANNIFIN CORP COM 701094104   254,428 284,201 SH   DFND 2 206,221 0 77,980
PENUMBRA INC COM 70975L107   23,643 72,000 SH   DFND 2 72,000 0 0
PRICESMART INC COM 741511109   282 1,874 SH   DFND 2 1,874 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   12,548 610,000 SH   DFND 2 610,000 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   9,379 375,000 SH   DFND 2 375,000 0 0
PROGRESSIVE CORP COM 743315103   136,343 687,769 SH   DFND 2 513,316 0 174,453
PTC INC COM 69370C100   11,969 84,002 SH   DFND 2 1,342 0 82,660
RELX PLC SPONSORED ADR 759530108   40 1,198 SH   DFND 2 1,198 0 0
REPUBLIC SVCS INC COM 760759100   200,000 913,159 SH   DFND 2 681,291 0 231,868
RESMED INC COM 761152107   12,557 55,939 SH   DFND 2 887 0 55,052
ROPER TECHNOLOGIES INC COM 776696106   2,842 8,031 SH   DFND 2 8,031 0 0
ROYAL GOLD INC COM 780287108   5,544 21,785 SH   DFND 2 21,785 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   31,745 661,776 SH   DFND 2 661,776 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   7,703 228,310 SH   DFND 2 3,629 0 224,681
S&P GLOBAL INC COM 78409V104   160,397 377,102 SH   DFND 2 282,741 0 94,361
SAREPTA THERAPEUTICS INC COM 803607100   10,670 490,329 SH   DFND 2 490,329 0 0
SEA LTD SPONSORD ADS 81141R100   16,033 193,607 SH   DFND 2 91,592 0 102,015
SERVICE CORP INTL COM 817565104   18,930 229,430 SH   DFND 2 12,477 0 216,953
SMITH A O CORP COM 831865209   8,200 124,360 SH   DFND 2 1,989 0 122,371
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,578 9,440 SH   DFND 2 9,440 0 0
SYNOPSYS INC COM 871607107   14,814 37,365 SH   DFND 2 598 0 36,767
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   230,268 681,368 SH   DFND 2 568,233 0 113,135
THERMO FISHER SCIENTIFIC INC COM 883556102   290,761 591,542 SH   DFND 2 454,224 0 137,318
TRADEWEB MKTS INC CL A 892672106   683 5,807 SH   DFND 2 5,807 0 0
TRANSUNION COM 89400J107   8,749 126,452 SH   DFND 2 2,043 0 124,409
TRIP COM GROUP LTD ADS 89677Q107   29,932 601,167 SH   DFND 2 284,712 0 316,455
TRIPLE FLAG PRECIOUS METAL COM 89679M104   930 26,793 SH   DFND 2 26,793 0 0
TYLER TECHNOLOGIES INC COM 902252105   10,077 29,433 SH   DFND 2 489 0 28,944
UBER TECHNOLOGIES INC COM 90353T100   98,270 1,366,185 SH   DFND 2 1,022,068 0 344,117
VAXCYTE INC COM 92243G108   11,331 195,000 SH   DFND 2 195,000 0 0
VERISK ANALYTICS INC COM 92345Y106   10,255 54,045 SH   DFND 2 898 0 53,147
VERTEX PHARMACEUTICALS INC COM 92532F100   20,566 46,057 SH   DFND 2 46,057 0 0
VISA INC COM CL A 92826C839   296,367 980,570 SH   DFND 2 732,767 0 247,803
WATERS CORP COM 941848103   10,852 36,442 SH   DFND 2 583 0 35,859
WHEATON PRECIOUS METALS CORP COM 962879102   4,881 37,259 SH   DFND 2 37,259 0 0
ZAI LAB LTD ADR 98887Q104   9,593 510,000 SH   DFND 2 510,000 0 0