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
AES CORP COM 00130H105   1,361,976 70,752 SH   DFND 1, 2 0 0 70,752
ATS CORPORATION COM 00217Y104   672,621 15,530 SH   DFND 1, 2 0 0 15,530
ABBOTT LABS COM 002824100   7,595,931 69,010 SH   DFND 1, 2 0 0 69,010
ABBVIE INC COM 00287Y109   8,219,919 53,042 SH   DFND 1, 2 0 0 53,042
ADOBE INC COM 00724F101   4,251,372 7,126 SH   DFND 1, 2 0 0 7,126
AIRBNB INC COM CL A 009066101   2,324,863 17,077 SH   DFND 1, 2 0 0 17,077
ALBEMARLE CORP COM 012653101   1,164,075 8,057 SH   DFND 1, 2 0 0 8,057
ATI INC COM 01741R102   14,267,486 313,778 SH   DFND 1, 2 0 0 313,778
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   6,206,278 32,424 SH   DFND 1, 2 0 0 32,424
ALPHABET INC CAP STK CL C 02079K107   21,058,042 149,422 SH   DFND 1, 2 0 0 149,422
ALPHABET INC CAP STK CL A 02079K305   5,916,989 42,358 SH   DFND 1, 2 0 0 42,358
AMAZON COM INC COM 023135106   8,051,149 52,989 SH   DFND 1, 2 0 0 52,989
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   2,165,840 116,946 SH   DFND 1, 2 0 0 116,946
AMETEK INC COM 031100100   5,418,615 32,862 SH   DFND 1, 2 0 0 32,862
ELEVANCE HEALTH INC COM 036752103   3,554,619 7,538 SH   DFND 1, 2 0 0 7,538
APPLE INC COM 037833100   10,935,126 56,797 SH   DFND 1, 2 0 0 56,797
APPLIED MATLS INC COM 038222105   4,531,153 27,958 SH   DFND 1, 2 0 0 27,958
ARAMARK COM 03852U106   5,367,662 191,020 SH   DFND 1, 2 0 0 191,020
ARISTA NETWORKS INC COM 040413106   1,598,406 6,787 SH   DFND 1, 2 0 0 6,787
ARMSTRONG WORLD INDS INC NEW COM 04247X102   6,642,303 67,558 SH   DFND 1, 2 0 0 67,558
ASTRAZENECA PLC SPONSORED ADR 046353108   568,703 8,444 SH   DFND 1, 2 0 0 8,444
ATLASSIAN CORPORATION CL A 049468101   5,324,020 22,383 SH   DFND 1, 2 0 0 22,383
BAKER HUGHES COMPANY CL A 05722G100   1,398,304 40,910 SH   DFND 1, 2 0 0 40,910
BANK AMERICA CORP COM 060505104   1,981,614 58,854 SH   DFND 1, 2 0 0 58,854
BARRICK GOLD CORP COM 067901108   294,360 16,272 SH   DFND 1, 2 0 0 16,272
BEIGENE LTD SPONSORED ADR 07725L102   2,526,663 14,009 SH   DFND 1, 2 0 0 14,009
BIONTECH SE SPONSORED ADS 09075V102   451,395 4,277 SH   DFND 1, 2 0 0 4,277
BLACKROCK INC COM 09247X101   1,792,454 2,208 SH   DFND 1, 2 0 0 2,208
BLACKSTONE INC COM 09260D107   3,038,653 23,210 SH   DFND 1, 2 0 0 23,210
BOEING CO COM 097023105   1,379,413 5,292 SH   DFND 1, 2 0 0 5,292
BOOKING HOLDINGS INC COM 09857L108   6,629,754 1,869 SH   DFND 1, 2 0 0 1,869
BRISTOL-MYERS SQUIBB CO COM 110122108   7,681,056 149,699 SH   DFND 1, 2 0 0 149,699
BROADCOM INC COM 11135F101   44,435,680 39,808 SH   DFND 1, 2 0 0 39,808
BROOKFIELD CORP CL A LTD VT SH 11271J107   1,363,879 33,995 SH   DFND 1, 2 0 0 33,995
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   1,415,149 35,229 SH   DFND 1, 2 0 0 35,229
BURLINGTON STORES INC COM 122017106   5,445,829 28,002 SH   DFND 1, 2 0 0 28,002
CME GROUP INC COM 12572Q105   2,935,343 13,938 SH   DFND 1, 2 0 0 13,938
CANADIAN NATL RY CO COM 136375102   455,088 3,603 SH   DFND 1, 2 0 0 3,603
CANADIAN PACIFIC KANSAS CITY COM 13646K108   3,764,363 47,614 SH   DFND 1, 2 0 0 47,614
CARRIER GLOBAL CORPORATION COM 14448C104   11,641,955 202,645 SH   DFND 1, 2 0 0 202,645
CATALENT INC COM 148806102   338,548 7,535 SH   DFND 1, 2 0 0 7,535
CATERPILLAR INC COM 149123101   7,491,982 25,339 SH   DFND 1, 2 0 0 25,339
CELANESE CORP DEL COM 150870103   975,413 6,278 SH   DFND 1, 2 0 0 6,278
CERIDIAN HCM HLDG INC COM 15677J108   4,564,630 68,007 SH   DFND 1, 2 0 0 68,007
CHART INDS INC COM 16115Q308   993,846 7,290 SH   DFND 1, 2 0 0 7,290
CHARTER COMMUNICATIONS INC N CL A 16119P108   6,068,461 15,613 SH   DFND 1, 2 0 0 15,613
CHIPOTLE MEXICAN GRILL INC COM 169656105   10,709,834 4,683 SH   DFND 1, 2 0 0 4,683
CHURCH & DWIGHT CO INC COM 171340102   4,438,646 46,940 SH   DFND 1, 2 0 0 46,940
CITIGROUP INC COM NEW 172967424   810,694 15,760 SH   DFND 1, 2 0 0 15,760
CITIZENS FINL GROUP INC COM 174610105   5,645,333 170,348 SH   DFND 1, 2 0 0 170,348
CLOUDFLARE INC CL A COM 18915M107   1,417,835 17,029 SH   DFND 1, 2 0 0 17,029
CONCENTRIX CORP COM 20602D101   286,871 2,921 SH   DFND 1, 2 0 0 2,921
CONOCOPHILLIPS COM 20825C104   7,409,677 63,838 SH   DFND 1, 2 0 0 63,838
CONSTELLATION BRANDS INC CL A 21036P108   6,130,780 25,360 SH   DFND 1, 2 0 0 25,360
CONSTELLATION ENERGY CORP COM 21037T109   7,242,037 61,956 SH   DFND 1, 2 0 0 61,956
COPART INC COM 217204106   3,778,194 77,106 SH   DFND 1, 2 0 0 77,106
CORTEVA INC COM 22052L104   3,223,962 67,278 SH   DFND 1, 2 0 0 67,278
COSTCO WHSL CORP NEW COM 22160K105   4,322,204 6,548 SH   DFND 1, 2 0 0 6,548
D R HORTON INC COM 23331A109   4,547,090 29,919 SH   DFND 1, 2 0 0 29,919
DANAHER CORPORATION COM 235851102   8,984,089 38,835 SH   DFND 1, 2 0 0 38,835
DELTA AIR LINES INC DEL COM NEW 247361702   1,126,722 28,007 SH   DFND 1, 2 0 0 28,007
DOCUSIGN INC COM 256163106   1,771,194 29,793 SH   DFND 1, 2 0 0 29,793
DOLLAR GEN CORP NEW COM 256677105   4,943,006 36,359 SH   DFND 1, 2 0 0 36,359
EDWARDS LIFESCIENCES CORP COM 28176E108   862,311 11,309 SH   DFND 1, 2 0 0 11,309
ELECTRONIC ARTS INC COM 285512109   1,115,412 8,153 SH   DFND 1, 2 0 0 8,153
ENDAVA PLC ADS 29260V105   323,934 4,161 SH   DFND 1, 2 0 0 4,161
ENPHASE ENERGY INC COM 29355A107   1,160,982 8,786 SH   DFND 1, 2 0 0 8,786
ENTERGY CORP NEW COM 29364G103   10,907,068 107,788 SH   DFND 1, 2 0 0 107,788
EPAM SYS INC COM 29414B104   453,741 1,526 SH   DFND 1, 2 0 0 1,526
VESTIS CORPORATION COM SHS 29430C102   1,419,826 67,163 SH   DFND 1, 2 0 0 67,163
EQUIFAX INC COM 294429105   2,214,977 8,957 SH   DFND 1, 2 0 0 8,957
EQUINIX INC COM 29444U700   2,284,086 2,836 SH   DFND 1, 2 0 0 2,836
ETSY INC COM 29786A106   995,456 12,282 SH   DFND 1, 2 0 0 12,282
META PLATFORMS INC CL A 30303M102   32,459,194 91,703 SH   DFND 1, 2 0 0 91,703
FEDEX CORP COM 31428X106   9,129,181 36,088 SH   DFND 1, 2 0 0 36,088
FORTIVE CORP COM 34959J108   720,617 9,787 SH   DFND 1, 2 0 0 9,787
FREEPORT-MCMORAN INC CL B 35671D857   990,987 23,279 SH   DFND 1, 2 0 0 23,279
GALLAGHER ARTHUR J & CO COM 363576109   1,367,270 6,080 SH   DFND 1, 2 0 0 6,080
GENERAL ELECTRIC CO COM NEW 369604301   10,556,915 82,715 SH   DFND 1, 2 0 0 82,715
GENERAL MLS INC COM 370334104   306,940 4,712 SH   DFND 1, 2 0 0 4,712
GENERAL MTRS CO COM 37045V100   633,198 17,628 SH   DFND 1, 2 0 0 17,628
GERDAU SA SPON ADR REP PFD 373737105   1,118,963 230,714 SH   DFND 1, 2 0 0 230,714
GILEAD SCIENCES INC COM 375558103   986,135 12,173 SH   DFND 1, 2 0 0 12,173
GODADDY INC CL A 380237107   7,495,745 70,608 SH   DFND 1, 2 0 0 70,608
GOLDMAN SACHS GROUP INC COM 38141G104   887,271 2,300 SH   DFND 1, 2 0 0 2,300
GRIFOLS S A SP ADR REP B NVT 398438408   847,290 73,295 SH   DFND 1, 2 0 0 73,295
HEICO CORP NEW COM 422806109   994,875 5,562 SH   DFND 1, 2 0 0 5,562
HESS CORP COM 42809H107   948,140 6,577 SH   DFND 1, 2 0 0 6,577
HILTON WORLDWIDE HLDGS INC COM 43300A203   2,746,828 15,085 SH   DFND 1, 2 0 0 15,085
HOME DEPOT INC COM 437076102   4,541,538 13,105 SH   DFND 1, 2 0 0 13,105
HOWMET AEROSPACE INC COM 443201108   823,706 15,220 SH   DFND 1, 2 0 0 15,220
ITT INC COM 45073V108   572,975 4,802 SH   DFND 1, 2 0 0 4,802
ICICI BANK LIMITED ADR 45104G104   561,051 23,534 SH   DFND 1, 2 0 0 23,534
IDEXX LABS INC COM 45168D104   2,690,882 4,848 SH   DFND 1, 2 0 0 4,848
INGERSOLL RAND INC COM 45687V106   1,040,919 13,459 SH   DFND 1, 2 0 0 13,459
INSULET CORP COM 45784P101   1,517,558 6,994 SH   DFND 1, 2 0 0 6,994
INTEL CORP COM 458140100   3,898,847 77,589 SH   DFND 1, 2 0 0 77,589
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   919,414 11,355 SH   DFND 1, 2 0 0 11,355
INTUITIVE SURGICAL INC COM NEW 46120E602   4,370,836 12,956 SH   DFND 1, 2 0 0 12,956
JPMORGAN CHASE & CO COM 46625H100   17,419,261 102,406 SH   DFND 1, 2 0 0 102,406
JOHNSON & JOHNSON COM 478160104   8,275,715 52,799 SH   DFND 1, 2 0 0 52,799
KLA CORP COM NEW 482480100   8,092,277 13,921 SH   DFND 1, 2 0 0 13,921
KKR & CO INC COM 48251W104   6,422,035 77,514 SH   DFND 1, 2 0 0 77,514
KARUNA THERAPEUTICS INC COM 48576A100   1,195,142 3,776 SH   DFND 1, 2 0 0 3,776
KRAFT HEINZ CO COM 500754106   5,477,736 148,127 SH   DFND 1, 2 0 0 148,127
L3HARRIS TECHNOLOGIES INC COM 502431109   664,927 3,157 SH   DFND 1, 2 0 0 3,157
LAUDER ESTEE COS INC CL A 518439104   2,213,786 15,137 SH   DFND 1, 2 0 0 15,137
ELI LILLY & CO COM 532457108   12,585,243 21,590 SH   DFND 1, 2 0 0 21,590
LULULEMON ATHLETICA INC COM 550021109   2,605,023 5,095 SH   DFND 1, 2 0 0 5,095
MSCI INC COM 55354G100   7,972,271 14,094 SH   DFND 1, 2 0 0 14,094
MARSH & MCLENNAN COS INC COM 571748102   8,002,455 42,236 SH   DFND 1, 2 0 0 42,236
MARRIOTT INTL INC NEW CL A 571903202   5,866,868 26,016 SH   DFND 1, 2 0 0 26,016
MASTERCARD INCORPORATED CL A 57636Q104   14,524,798 34,055 SH   DFND 1, 2 0 0 34,055
MCDONALDS CORP COM 580135101   531,346 1,792 SH   DFND 1, 2 0 0 1,792
MERCADOLIBRE INC COM 58733R102   2,333,737 1,485 SH   DFND 1, 2 0 0 1,485
METTLER TOLEDO INTERNATIONAL COM 592688105   5,753,069 4,743 SH   DFND 1, 2 0 0 4,743
MICROSOFT CORP COM 594918104   61,052,726 162,357 SH   DFND 1, 2 0 0 162,357
MICRON TECHNOLOGY INC COM 595112103   7,306,299 85,614 SH   DFND 1, 2 0 0 85,614
MOLSON COORS BEVERAGE CO CL B 60871R209   5,061,332 82,688 SH   DFND 1, 2 0 0 82,688
MONDELEZ INTL INC CL A 609207105   3,320,336 45,842 SH   DFND 1, 2 0 0 45,842
MONSTER BEVERAGE CORP NEW COM 61174X109   2,000,968 34,733 SH   DFND 1, 2 0 0 34,733
MOODYS CORP COM 615369105   2,375,386 6,082 SH   DFND 1, 2 0 0 6,082
MORGAN STANLEY COM NEW 617446448   966,536 10,365 SH   DFND 1, 2 0 0 10,365
MOSAIC CO NEW COM 61945C103   632,028 17,689 SH   DFND 1, 2 0 0 17,689
MOTOROLA SOLUTIONS INC COM NEW 620076307   3,471,855 11,089 SH   DFND 1, 2 0 0 11,089
NETFLIX INC COM 64110L106   12,274,245 25,210 SH   DFND 1, 2 0 0 25,210
NICE LTD SPONSORED ADR 653656108   1,161,348 5,821 SH   DFND 1, 2 0 0 5,821
NIKE INC CL B 654106103   5,599,498 51,575 SH   DFND 1, 2 0 0 51,575
NORTHROP GRUMMAN CORP COM 666807102   582,834 1,245 SH   DFND 1, 2 0 0 1,245
NOVO-NORDISK A S ADR 670100205   488,284 4,720 SH   DFND 1, 2 0 0 4,720
NVIDIA CORPORATION COM 67066G104   7,272,306 14,685 SH   DFND 1, 2 0 0 14,685
ON SEMICONDUCTOR CORP COM 682189105   2,065,947 24,733 SH   DFND 1, 2 0 0 24,733
PFIZER INC COM 717081103   2,194,892 76,238 SH   DFND 1, 2 0 0 76,238
PHILIP MORRIS INTL INC COM 718172109   12,376,318 131,551 SH   DFND 1, 2 0 0 131,551
PINTEREST INC CL A 72352L106   3,138,214 84,725 SH   DFND 1, 2 0 0 84,725
PROGRESSIVE CORP COM 743315103   5,829,011 36,596 SH   DFND 1, 2 0 0 36,596
REGAL REXNORD CORPORATION COM 758750103   580,682 3,923 SH   DFND 1, 2 0 0 3,923
REGENERON PHARMACEUTICALS COM 75886F107   11,937,718 13,592 SH   DFND 1, 2 0 0 13,592
RESTAURANT BRANDS INTL INC COM 76131D103   2,598,291 33,256 SH   DFND 1, 2 0 0 33,256
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   2,650,797 19,877 SH   DFND 1, 2 0 0 19,877
S&P GLOBAL INC COM 78409V104   2,042,691 4,637 SH   DFND 1, 2 0 0 4,637
SAIA INC COM 78709Y105   8,199,534 18,711 SH   DFND 1, 2 0 0 18,711
SALESFORCE INC COM 79466L302   14,476,647 55,015 SH   DFND 1, 2 0 0 55,015
SCHLUMBERGER LTD COM STK 806857108   3,345,027 64,278 SH   DFND 1, 2 0 0 64,278
SEMPRA COM 816851109   1,115,644 14,929 SH   DFND 1, 2 0 0 14,929
SERVICENOW INC COM 81762P102   15,065,899 21,325 SH   DFND 1, 2 0 0 21,325
SHERWIN WILLIAMS CO COM 824348106   5,096,758 16,341 SH   DFND 1, 2 0 0 16,341
SHOPIFY INC CL A 82509L107   3,741,615 48,031 SH   DFND 1, 2 0 0 48,031
SMARTSHEET INC COM CL A 83200N103   745,992 15,600 SH   DFND 1, 2 0 0 15,600
SOUTHERN CO COM 842587107   11,044,671 157,511 SH   DFND 1, 2 0 0 157,511
BLOCK INC CL A 852234103   829,269 10,721 SH   DFND 1, 2 0 0 10,721
SYNOPSYS INC COM 871607107   3,264,529 6,340 SH   DFND 1, 2 0 0 6,340
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   6,956,903 43,224 SH   DFND 1, 2 0 0 43,224
TANDEM DIABETES CARE INC COM NEW 875372203   334,254 11,300 SH   DFND 1, 2 0 0 11,300
TC ENERGY CORP COM 87807B107   1,454,038 37,042 SH   DFND 1, 2 0 0 37,042
TESLA INC COM 88160R101   14,675,229 59,060 SH   DFND 1, 2 0 0 59,060
THERMO FISHER SCIENTIFIC INC COM 883556102   5,364,164 10,106 SH   DFND 1, 2 0 0 10,106
TOAST INC CL A 888787108   3,896,976 213,416 SH   DFND 1, 2 0 0 213,416
TRACTOR SUPPLY CO COM 892356106   6,898,592 32,082 SH   DFND 1, 2 0 0 32,082
TRANSDIGM GROUP INC COM 893641100   12,769,427 12,623 SH   DFND 1, 2 0 0 12,623
TRIMBLE INC COM 896239100   5,939,195 111,639 SH   DFND 1, 2 0 0 111,639
TRIP COM GROUP LTD ADS 89677Q107   3,010,508 83,602 SH   DFND 1, 2 0 0 83,602
UBER TECHNOLOGIES INC COM 90353T100   1,360,328 22,094 SH   DFND 1, 2 0 0 22,094
UNION PAC CORP COM 907818108   5,619,786 22,880 SH   DFND 1, 2 0 0 22,880
UNITEDHEALTH GROUP INC COM 91324P102   4,646,098 8,825 SH   DFND 1, 2 0 0 8,825
VALE S A SPONSORED ADS 91912E105   1,817,540 114,599 SH   DFND 1, 2 0 0 114,599
VERALTO CORP COM SHS 92338C103   388,925 4,728 SH   DFND 1, 2 0 0 4,728
VERTEX PHARMACEUTICALS INC COM 92532F100   7,295,945 17,931 SH   DFND 1, 2 0 0 17,931
VISA INC COM CL A 92826C839   12,084,926 46,418 SH   DFND 1, 2 0 0 46,418
WALGREENS BOOTS ALLIANCE INC COM 931427108   910,717 34,880 SH   DFND 1, 2 0 0 34,880
WARNER MUSIC GROUP CORP COM CL A 934550203   784,123 21,909 SH   DFND 1, 2 0 0 21,909
WASTE CONNECTIONS INC COM 94106B101   4,715,439 31,590 SH   DFND 1, 2 0 0 31,590
WELLTOWER INC COM 95040Q104   5,150,601 57,121 SH   DFND 1, 2 0 0 57,121
WOLFSPEED INC COM 977852102   3,614,419 83,071 SH   DFND 1, 2 0 0 83,071
WORKDAY INC CL A 98138H101   433,966 1,572 SH   DFND 1, 2 0 0 1,572
YUM BRANDS INC COM 988498101   5,925,692 45,352 SH   DFND 1, 2 0 0 45,352
ZOETIS INC CL A 98978V103   5,961,166 30,203 SH   DFND 1, 2 0 0 30,203
DEUTSCHE BANK A G NAMEN AKT D18190898   704,993 51,618 SH   DFND 1, 2 0 0 51,618
AON PLC SHS CL A G0403H108   2,874,405 9,877 SH   DFND 1, 2 0 0 9,877
ARCH CAP GROUP LTD ORD G0450A105   5,620,011 75,670 SH   DFND 1, 2 0 0 75,670
LINDE PLC SHS G54950103   11,760,270 28,634 SH   DFND 1, 2 0 0 28,634
BUNGE GLOBAL SA COM SHS H11356104   2,824,581 27,980 SH   DFND 1, 2 0 0 27,980
CHUBB LIMITED COM H1467J104   4,015,568 17,768 SH   DFND 1, 2 0 0 17,768
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   1,258,010 20,096 SH   DFND 1, 2 0 0 20,096
TE CONNECTIVITY LTD SHS H84989104   3,574,742 25,443 SH   DFND 1, 2 0 0 25,443
GLOBANT S A COM L44385109   466,679 1,961 SH   DFND 1, 2 0 0 1,961
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   412,353 8,462 SH   DFND 1, 2 0 0 8,462
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,115,374 5,437 SH   DFND 1, 2 0 0 5,437
FERRARI N V COM N3167Y103   249,483 740 SH   DFND 1, 2 0 0 740
ROYAL CARIBBEAN GROUP COM V7780T103   18,957,854 146,404 SH   DFND 1, 2 0 0 146,404