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
Canada Goose Holdings Inc Common Stock 135086106 20,993,418 792,838 SH   DFND 5 792,838 0 792,838
Descartes Systems Group Inc/The Common Stock 249906108 14,949,631 247,685 SH   DFND 5 247,685 0 247,685
Yum China Holdings Inc Common Stock 98850P109 3,519,301 80,200 SH   DFND 2 80,200 0 80,200
Alibaba Group Holding Ltd ADR 01609W102 16,400,404 149,365 PRN   DFND 3 149,365 0 149,365
Alibaba Group Holding Ltd ADR 01609W102 24,230,851 220,680 PRN   DFND 6 220,680 0 0
Alibaba Group Holding Ltd ADR 01609W102 18,763,538 170,887 PRN   DFND 5 170,887 0 170,887
Kanzhun Ltd ADR 48553T106 439,748 16,475 PRN   DFND 3 16,475 0 16,475
NetEase Inc ADR 64110W102 9,325,690 147,240 PRN   DFND 3 147,240 0 147,240
NetEase Inc ADR 64110W102 26,334,623 415,788 PRN   DFND 6 415,788 0 0
Pinduoduo Inc ADR 722304102 2,321,436 34,522 PRN   DFND 2 34,522 0 0
TAL Education Group ADR 874080104 185,509 51,680 PRN   DFND 3 51,680 0 0
HDFC Bank Ltd ADR 40415F101 32,324,276 596,312 PRN   DFND 5 596,312 0 596,312
ICICI Bank Ltd ADR 45104G104 8,047,056 575,000 PRN   SOLE 1 575,000 0 575,000
MakeMyTrip Ltd Common Stock V5633W109 10,448,835 518,157 SH   DFND 7 518,157 0 0
ICON PLC Common Stock G4705A100 25,065,769 128,988 SH   DFND 6 128,988 0 128,988
Check Point Software Technologies Ltd Common Stock M22465104 27,651,725 329,832 SH   DFND 6 329,832 0 0
CNH Industrial NV Common Stock N20944109 51,364,292 4,065,200 SH   DFND 8 4,065,200 0 4,065,200
Stellantis NV Common Stock N31738102 3,564,199 250,979 SH   SOLE 1 250,979 0 250,979
Stellantis NV Common Stock N31738102 8,078,248 566,990 SH   SOLE 1 566,990 0 566,990
Grupo Televisa SAB ADR 40049J206 18,222,228 2,237,700 PRN   DFND 8 2,237,700 0 2,237,700
AerCap Holdings NV Common Stock N00985106 82,889,756 1,933,306 SH   DFND 7 1,933,306 0 0
Logitech International SA Common Stock H50430232 9,640,434 145,638 SH   SOLE 1 145,638 0 0
UBS Group AG Common Stock H42097107 18,280,485 1,532,890 SH   SOLE 1 1,532,890 0 1,532,890
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 53,447,249 645,460 PRN   DFND 5 645,460 0 645,460
Burford Capital Ltd Common Stock G17977110 969,383 119,677 SH   DFND 9 119,677 0 0
Ferguson PLC Common Stock 31502A303 53,431,950 517,000 SH   SOLE 1 517,000 0 0
Farfetch Ltd Common Stock 30744W107 10,195,192 366,774 SH   DFND 5 366,774 0 0
Abbott Laboratories Common Stock 002824100 24,985,803 285,191 SH   SOLE 1 285,191 0 0
Accenture PLC Common Stock G1151C101 22,714,114 95,732 SH   SOLE 1 95,732 0 0
Accenture PLC Common Stock G1151C101 48,581,518 204,754 SH   DFND 5 204,754 0 204,754
Activision Blizzard Inc Common Stock 00507V109 12,716,213 221,552 SH   SOLE 1 221,552 0 221,552
Adient PLC Common Stock G0084W101 50,908,745 1,656,039 SH   DFND 7 1,656,039 0 0
Adobe Inc Common Stock 00724F101 21,962,624 51,437 SH   SOLE 1 51,437 0 51,437
Airbnb Inc Common Stock 009066101 79,392,821 638,148 SH   DFND 5 638,148 0 0
Alliance Data Systems Corp Common Stock 018581108 20,047,502 267,926 SH   DFND 7 267,926 0 0
Alphabet Inc Common Stock 02079K305 115,288,407 58,144 SH   DFND 8 58,144 0 0
Alphabet Inc Common Stock 02079K305 72,667,942 36,649 SH   DFND 5 36,649 0 36,649
Alphabet Inc Common Stock 02079K305 101,989,711 51,437 SH   SOLE 1 51,437 0 0
Amazon.com Inc Common Stock 023135106 91,547,925 37,576 SH   SOLE 1 37,576 0 37,576
Amazon.com Inc Common Stock 023135106 70,419,981 28,904 SH   DFND 5 28,904 0 0
American Express Co Common Stock 025816109 80,066,244 644,406 SH   DFND 7 644,406 0 644,406
American Express Co Common Stock 025816109 18,367,974 147,833 SH   SOLE 1 147,833 0 147,833
American International Group Inc Common Stock 026874784 41,600,169 1,021,891 SH   DFND 8 1,021,891 0 1,021,891
American Tower Corp REIT 03027X100 15,469,108 78,587 SH   SOLE 1 78,587 0 0
Amgen Inc Common Stock 031162100 10,796,123 68,455 SH   SOLE 1 68,455 0 68,455
Amphenol Corp Common Stock 032095101 10,655,999 196,204 SH   SOLE 1 196,204 0 0
Anthem Inc Common Stock 036752103 11,456,198 41,435 SH   SOLE 1 41,435 0 0
Aon PLC Common Stock G0403H108 15,141,240 71,441 SH   SOLE 1 71,441 0 71,441
Apple Inc Common Stock 037833100 126,395,419 1,204,419 SH   SOLE 1 1,204,419 0 1,204,419
Autodesk Inc Common Stock 052769106 28,452,278 134,529 SH   DFND 6 134,529 0 0
Automatic Data Processing Inc Common Stock 053015103 13,617,272 91,841 SH   DFND 8 91,841 0 91,841
Automatic Data Processing Inc Common Stock 053015103 12,710,897 85,728 SH   SOLE 1 85,728 0 0
AvalonBay Communities Inc REIT 053484101 11,038,848 67,155 SH   SOLE 1 67,155 0 0
Bank of America Corp Common Stock 060505104 36,653,830 1,164,245 SH   SOLE 1 1,164,245 0 0
Bank of America Corp Common Stock 060505104 42,917,105 1,363,187 SH   DFND 8 1,363,187 0 0
Bank of America Corp Common Stock 060505104 85,747,948 2,723,634 SH   DFND 7 2,723,634 0 0
Becton Dickinson and Co Common Stock 075887109 37,385,199 205,062 SH   DFND 6 205,062 0 0
Berkshire Hathaway Inc Common Stock 084670702 66,472,170 328,379 SH   DFND 8 328,379 0 328,379
Berkshire Hathaway Inc Common Stock 084670702 31,590,267 156,059 SH   SOLE 1 156,059 0 156,059
BlackRock Inc Common Stock 09247X101 10,663,392 17,144 SH   SOLE 1 17,144 0 0
Booking Holdings Inc Common Stock 09857L108 37,605,855 21,360 SH   DFND 8 21,360 0 0
Booking Holdings Inc Common Stock 09857L108 64,725,734 36,764 SH   DFND 6 36,764 0 0
BorgWarner Inc Common Stock 099724106 41,566,837 1,297,076 SH   DFND 7 1,297,076 0 1,297,076
Broadcom Inc Common Stock 11135F101 19,671,248 54,696 SH   SOLE 1 54,696 0 54,696
Brown-Forman Corp Common Stock 115637100 7,242,082 155,814 SH   DFND 4 155,814 0 155,814
Cars.com Inc Common Stock 14575E105 36,419,469 3,881,913 SH   DFND 7 3,881,913 0 3,881,913
Charter Communications Inc Common Stock 16119P108 42,701,212 79,136 SH   DFND 8 79,136 0 79,136
Charter Communications Inc Common Stock 16119P108 12,960,478 24,019 SH   SOLE 1 24,019 0 0
Cheesecake Factory Inc/The Common Stock 163072101 9,255,898 265,536 SH   SOLE 1 265,536 0 0
Chevron Corp Common Stock 166764100 20,486,147 272,277 SH   SOLE 1 272,277 0 0
Cisco Systems Inc/Delaware Common Stock 17275R102 19,716,829 488,429 SH   SOLE 1 488,429 0 488,429
Citigroup Inc Common Stock 172967424 31,143,395 598,350 SH   DFND 8 598,350 0 598,350
Citigroup Inc Common Stock 172967424 43,054,813 827,201 SH   DFND 7 827,201 0 827,201
Citigroup Inc Common Stock 172967424 20,749,667 398,658 SH   SOLE 1 398,658 0 398,658
Coca-Cola Co/The Common Stock 191216100 19,929,802 512,147 SH   SOLE 1 512,147 0 0
Comcast Corp Common Stock 20030N101 17,125,233 412,852 SH   DFND 8 412,852 0 412,852
ConocoPhillips Common Stock 20825C104 15,095,365 300,337 SH   SOLE 1 300,337 0 300,337
Constellation Brands Inc Common Stock 21036P108 11,882,611 76,045 SH   SOLE 1 76,045 0 76,045
Constellation Brands Inc Common Stock 21036P108 14,845,880 95,009 SH   DFND 8 95,009 0 0
Copart Inc Common Stock 217204106 18,397,539 178,823 SH   DFND 5 178,823 0 0
Costco Wholesale Corp Common Stock 22160K105 48,824,460 146,506 SH   DFND 5 146,506 0 0
Costco Wholesale Corp Common Stock 22160K105 20,312,143 60,950 SH   SOLE 1 60,950 0 0
Cummins Inc Common Stock 231021106 52,940,926 317,879 SH   DFND 5 317,879 0 0
CVS Health Corp Common Stock 126650100 17,086,100 271,483 SH   SOLE 1 271,483 0 271,483
Danaher Corp Common Stock 235851102 22,043,588 97,630 SH   SOLE 1 97,630 0 97,630
Danaher Corp Common Stock 235851102 75,694,427 335,247 SH   DFND 5 335,247 0 0
Deere & Co Common Stock 244199105 16,314,764 65,652 SH   SOLE 1 65,652 0 65,652
Dollar General Corp Common Stock 256677105 19,954,231 126,828 SH   SOLE 1 126,828 0 0
Dominion Energy Inc Common Stock 25746U109 8,511,714 157,173 SH   SOLE 1 157,173 0 0
Dropbox Inc Common Stock 26210C104 24,693,372 1,139,470 SH   DFND 5 1,139,470 0 1,139,470
eBay Inc Common Stock 278642103 24,427,305 472,751 SH   DFND 4 472,751 0 472,751
Electronic Arts Inc Common Stock 285512109 30,242,745 286,663 SH   DFND 6 286,663 0 286,663
Eli Lilly & Co Common Stock 532457108 20,027,928 116,878 SH   SOLE 1 116,878 0 0
Equinix Inc REIT 29444U700 11,720,538 20,001 SH   SOLE 1 20,001 0 20,001
Estee Lauder Cos Inc/The Common Stock 518439104 45,334,612 203,804 SH   DFND 6 203,804 0 0
Estee Lauder Cos Inc/The Common Stock 518439104 42,549,191 191,282 SH   DFND 5 191,282 0 0
Eversource Energy Common Stock 30040W108 11,944,956 196,991 SH   SOLE 1 196,991 0 196,991
Facebook Inc Common Stock 30303M102 54,399,551 216,122 SH   DFND 5 216,122 0 0
Facebook Inc Common Stock 30303M102 39,364,804 156,391 SH   DFND 7 156,391 0 0
Facebook Inc Common Stock 30303M102 50,872,875 202,111 SH   SOLE 1 202,111 0 0
FactSet Research Systems Inc Common Stock 303075105 31,002,090 105,886 SH   DFND 6 105,886 0 105,886
Fidelity National Information Services Inc Common Stock 31620M106 10,315,386 114,306 SH   SOLE 1 114,306 0 114,306
Fiserv Inc Common Stock 337738108 48,537,357 603,183 SH   DFND 8 603,183 0 603,183
Fox Corp Common Stock 35137L105 28,485,963 957,593 SH   DFND 6 957,593 0 957,593
General Motors Co Common Stock 37045V100 31,125,458 796,206 SH   DFND 8 796,206 0 0
General Dynamics Corp Common Stock 369550108 25,893,809 178,105 SH   DFND 8 178,105 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 17,608,594 62,806 SH   DFND 5 62,806 0 62,806
Halliburton Co Common Stock 406216101 23,786,197 1,483,447 SH   DFND 8 1,483,447 0 1,483,447
HCA Healthcare Inc Common Stock 40412C101 54,724,184 304,002 SH   DFND 8 304,002 0 0
Helmerich & Payne Inc Common Stock 423452101 8,690,148 427,485 SH   DFND 7 427,485 0 0
Hess Corp Common Stock 42809H107 7,691,431 132,771 SH   SOLE 1 132,771 0 132,771
Hilton Worldwide Holdings Inc Common Stock 43300A203 33,613,458 343,068 SH   DFND 8 343,068 0 343,068
Home Depot Inc/The Common Stock 437076102 40,477,481 166,264 SH   DFND 5 166,264 0 0
Home Depot Inc/The Common Stock 437076102 36,838,101 151,315 SH   SOLE 1 151,315 0 151,315
Honeywell International Inc Common Stock 438516106 23,317,341 148,106 SH   SOLE 1 148,106 0 148,106
Humana Inc Common Stock 444859102 42,108,485 145,900 SH   DFND 8 145,900 0 145,900
Intuit Inc Common Stock 461202103 66,637,787 166,542 SH   DFND 6 166,542 0 166,542
Intuit Inc Common Stock 461202103 46,620,683 116,515 SH   DFND 4 116,515 0 116,515
IQVIA Holdings Inc Common Stock 46266C105 64,714,252 364,271 SH   DFND 5 364,271 0 364,271
Johnson & Johnson Common Stock 478160104 41,162,461 343,662 SH   DFND 6 343,662 0 343,662
Johnson & Johnson Common Stock 478160104 25,509,294 212,975 SH   SOLE 1 212,975 0 212,975
JPMorgan Chase & Co Common Stock 46625H100 40,923,283 337,094 SH   SOLE 1 337,094 0 0
Keurig Dr Pepper Inc Common Stock 49271V100 55,127,267 2,175,962 SH   DFND 8 2,175,962 0 2,175,962
Liberty Global PLC Common Stock G5480U104 37,925,458 1,716,000 SH   DFND 8 1,716,000 0 1,716,000
Linde PLC Common Stock G5494J103 54,117,162 248,718 SH   DFND 5 248,718 0 0
Linde PLC Common Stock G5494J103 24,871,205 114,306 SH   SOLE 1 114,306 0 0
Lockheed Martin Corp Common Stock 539830109 8,410,523 32,861 SH   SOLE 1 32,861 0 32,861
M&T Bank Corp Common Stock 55261F104 16,933,615 152,889 SH   DFND 5 152,889 0 0
Mastercard Inc Common Stock 57636Q104 52,751,378 204,577 SH   DFND 5 204,577 0 204,577
MBIA Inc Common Stock 55262C100 21,299,871 2,234,995 SH   DFND 7 2,234,995 0 2,234,995
McDonald's Corp Common Stock 580135101 23,403,947 130,881 SH   SOLE 1 130,881 0 130,881
McKesson Corp Common Stock 58155Q103 72,703,488 491,673 SH   DFND 7 491,673 0 491,673
Medtronic PLC Common Stock G5960L103 15,717,484 169,068 SH   SOLE 1 169,068 0 0
Merck & Co Inc Common Stock 58933Y105 19,660,172 352,933 SH   SOLE 1 352,933 0 0
MetLife Inc Common Stock 59156R108 10,466,469 228,616 SH   SOLE 1 228,616 0 228,616
Mettler-Toledo International Inc Common Stock 592688105 33,057,248 32,361 SH   DFND 5 32,361 0 32,361
Microsoft Corp Common Stock 594918104 65,707,307 314,261 SH   DFND 6 314,261 0 314,261
Microsoft Corp Common Stock 594918104 140,777,029 673,300 SH   SOLE 1 673,300 0 0
Mondelez International Inc Common Stock 609207105 30,267,403 701,462 SH   DFND 4 701,462 0 0
Moody's Corp Common Stock 615369105 73,742,036 279,998 SH   DFND 6 279,998 0 279,998
Moody's Corp Common Stock 615369105 11,190,433 42,490 SH   DFND 8 42,490 0 42,490
Netflix Inc Common Stock 64110L106 14,228,363 31,433 SH   SOLE 1 31,433 0 0
NextEra Energy Inc Common Stock 65339F101 19,969,938 342,925 SH   SOLE 1 342,925 0 342,925
NIKE Inc Common Stock 654106103 17,698,486 164,317 SH   SOLE 1 164,317 0 0
NOV Inc Common Stock 62955J103 37,651,105 3,872,378 SH   DFND 7 3,872,378 0 0
NVIDIA Corp Common Stock 67066G104 49,313,398 320,968 SH   DFND 5 320,968 0 0
NVIDIA Corp Common Stock 67066G104 50,938,905 331,548 SH   SOLE 1 331,548 0 331,548
Oracle Corp Common Stock 68389X105 22,621,422 350,070 SH   SOLE 1 350,070 0 350,070
Otis Worldwide Corp Common Stock 68902V107 11,815,585 193,626 SH   SOLE 1 193,626 0 0
PayPal Holdings Inc Common Stock 70450Y103 47,504,552 246,158 SH   DFND 4 246,158 0 246,158
Peloton Interactive Inc Common Stock 70614W100 35,353,392 547,602 SH   DFND 5 547,602 0 547,602
PepsiCo Inc Common Stock 713448108 32,541,028 291,714 SH   DFND 4 291,714 0 291,714
Pfizer Inc Common Stock 717081103 22,615,023 708,974 SH   SOLE 1 708,974 0 0
Philip Morris International Inc Common Stock 718172109 44,422,326 631,890 SH   DFND 6 631,890 0 0
Phillips 66 Common Stock 718546104 5,788,439 111,450 SH   SOLE 1 111,450 0 0
PNC Financial Services Group Inc/The Common Stock 693475105 11,169,912 76,983 SH   SOLE 1 76,983 0 76,983
Procter & Gamble Co/The Common Stock 742718109 35,555,240 342,925 SH   SOLE 1 342,925 0 342,925
Prudential Financial Inc Common Stock 744320102 7,246,225 92,875 SH   SOLE 1 92,875 0 0
Raytheon Technologies Corp Common Stock 75513E101 15,485,739 242,906 SH   SOLE 1 242,906 0 0
Republic Services Inc Common Stock 760759100 11,654,192 130,884 SH   SOLE 1 130,884 0 0
Roper Technologies Inc Common Stock 776696106 44,803,905 135,412 SH   DFND 5 135,412 0 135,412
S&P Global Inc Common Stock 78409V104 59,400,454 188,502 SH   DFND 5 188,502 0 188,502
S&P Global Inc Common Stock 78409V104 40,808,782 129,503 SH   DFND 6 129,503 0 129,503
S&P Global Inc Common Stock 78409V104 18,009,963 57,153 SH   SOLE 1 57,153 0 57,153
Southwest Airlines Co Common Stock 844741108 5,266,734 138,079 SH   SOLE 1 138,079 0 0
Sabre Corp Common Stock 78573M104 19,725,884 2,246,402 SH   DFND 7 2,246,402 0 2,246,402
salesforce.com Inc Common Stock 79466L302 67,578,797 335,963 SH   DFND 5 335,963 0 0
salesforce.com Inc Common Stock 79466L302 20,406,015 101,447 SH   SOLE 1 101,447 0 0
Schlumberger NV Common Stock 806857108 4,299,519 195,589 SH   SOLE 1 195,589 0 0
Charles Schwab Corp/The Common Stock 808513105 24,677,271 456,804 SH   DFND 6 456,804 0 0
Sherwin-Williams Co/The Common Stock 824348106 42,140,503 203,125 SH   DFND 5 203,125 0 0
Sprouts Farmers Market Inc Common Stock 85208M102 38,836,581 2,260,048 SH   DFND 7 2,260,048 0 0
Texas Instruments Inc Common Stock 882508104 29,841,405 209,337 SH   DFND 5 209,337 0 209,337
Texas Instruments Inc Common Stock 882508104 22,079,734 154,889 SH   SOLE 1 154,889 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 21,795,154 51,437 SH   SOLE 1 51,437 0 51,437
TJX Cos Inc/The Common Stock 872540109 14,683,098 300,060 SH   SOLE 1 300,060 0 300,060
Twitter Inc Common Stock 90184L102 60,031,238 1,340,340 SH   DFND 7 1,340,340 0 0
Union Pacific Corp Common Stock 907818108 17,758,865 122,163 SH   SOLE 1 122,163 0 122,163
UnitedHealth Group Inc Common Stock 91324P102 52,476,546 181,084 SH   DFND 5 181,084 0 0
UnitedHealth Group Inc Common Stock 91324P102 31,883,115 110,021 SH   SOLE 1 110,021 0 0
Vail Resorts Inc Common Stock 91879Q109 16,245,527 65,573 SH   DFND 5 65,573 0 65,573
VeriSign Inc Common Stock 92343E102 46,931,599 308,669 SH   DFND 6 308,669 0 308,669
VeriSign Inc Common Stock 92343E102 23,675,241 155,712 SH   DFND 5 155,712 0 155,712
Visa Inc Common Stock 92826C839 94,595,758 572,607 SH   DFND 6 572,607 0 572,607
Visa Inc Common Stock 92826C839 42,644,224 258,134 SH   SOLE 1 258,134 0 258,134
Westinghouse Air Brake Technologies Corp Common Stock 929740108 11,876,307 185,749 SH   SOLE 1 185,749 0 0
Walmart Inc Common Stock 931142103 16,332,581 158,000 SH   SOLE 1 158,000 0 0
Walt Disney Co/The Common Stock 254687106 29,579,746 235,762 SH   SOLE 1 235,762 0 0
Walt Disney Co/The Common Stock 254687106 30,326,260 241,712 SH   DFND 4 241,712 0 241,712
Workday Inc Common Stock 98138H101 7,302,009 39,400 SH   DFND 8 39,400 0 0
World Wrestling Entertainment Inc Common Stock 98156Q108 19,945,457 478,021 SH   DFND 4 478,021 0 0
Xylem Inc/NY Common Stock 98419M100 12,188,029 132,873 SH   SOLE 1 132,873 0 132,873
Zimmer Biomet Holdings Inc Common Stock 98956P102 11,869,122 109,345 SH   SOLE 1 109,345 0 109,345
iShares MSCI Turkey ETF ETP 464286715 4,477,946 284,000 SH   SOLE 1 284,000 0 284,000
Vanguard Mid-Cap ETF ETP 922908629 155,427,337 885,160 SH   SOLE 1 885,160 0 885,160
Vanguard Small-Cap Value ETF ETP 922908611 36,308,138 289,236 SH   SOLE 1 289,236 0 0