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   1,456,918 72,628 SH   DFND 1, 2 0 0 72,628
ABBOTT LABS COM 002824100   3,274,367 28,720 SH   DFND 1, 2 0 0 28,720
ABBVIE INC COM 00287Y109   1,601,563 8,110 SH   DFND 1, 2 0 0 8,110
AIRBNB INC COM CL A 009066101   2,176,567 17,164 SH   DFND 1, 2 0 0 17,164
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   5,871,065 21,347 SH   DFND 1, 2 0 0 21,347
ALPHABET INC CAP STK CL C 02079K107   8,157,702 48,793 SH   DFND 1, 2 0 0 48,793
ALPHABET INC CAP STK CL A 02079K305   7,106,009 42,846 SH   DFND 1, 2 0 0 42,846
AMAZON COM INC COM 023135106   7,935,422 42,588 SH   DFND 1, 2 0 0 42,588
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   2,185,467 133,586 SH   DFND 1, 2 0 0 133,586
AMETEK INC COM 031100100   905,083 5,271 SH   DFND 1, 2 0 0 5,271
APPLE INC COM 037833100   8,113,992 34,824 SH   DFND 1, 2 0 0 34,824
APPLIED MATLS INC COM 038222105   559,274 2,768 SH   DFND 1, 2 0 0 2,768
ARISTA NETWORKS INC COM 040413106   3,314,670 8,636 SH   DFND 1, 2 0 0 8,636
ASTRAZENECA PLC SPONSORED ADR 046353108   661,923 8,496 SH   DFND 1, 2 0 0 8,496
ATLASSIAN CORPORATION CL A 049468101   1,278,738 8,052 SH   DFND 1, 2 0 0 8,052
BANK AMERICA CORP COM 060505104   3,258,958 82,131 SH   DFND 1, 2 0 0 82,131
BEIGENE LTD SPONSORED ADR 07725L102   3,598,895 16,030 SH   DFND 1, 2 0 0 16,030
BLACKROCK INC COM 09247X101   1,677,784 1,767 SH   DFND 1, 2 0 0 1,767
BLACKSTONE INC COM 09260D107   3,485,545 22,762 SH   DFND 1, 2 0 0 22,762
BOEING CO COM 097023105   978,225 6,434 SH   DFND 1, 2 0 0 6,434
BOOKING HOLDINGS INC COM 09857L108   7,038,453 1,671 SH   DFND 1, 2 0 0 1,671
BOSTON SCIENTIFIC CORP COM 101137107   1,880,137 22,436 SH   DFND 1, 2 0 0 22,436
BRISTOL-MYERS SQUIBB CO COM 110122108   687,469 13,287 SH   DFND 1, 2 0 0 13,287
BROADCOM INC COM 11135F101   22,853,490 132,484 SH   DFND 1, 2 0 0 132,484
BROOKFIELD CORP CL A LTD VT SH 11271J107   1,526,202 28,715 SH   DFND 1, 2 0 0 28,715
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   1,760,087 37,219 SH   DFND 1, 2 0 0 37,219
CME GROUP INC COM 12572Q105   2,405,968 10,904 SH   DFND 1, 2 0 0 10,904
CANADIAN NATL RY CO COM 136375102   1,146,261 9,778 SH   DFND 1, 2 0 0 9,778
CANADIAN PACIFIC KANSAS CITY COM 13646K108   3,777,446 44,160 SH   DFND 1, 2 0 0 44,160
CARRIER GLOBAL CORPORATION COM 14448C104   9,058,023 112,536 SH   DFND 1, 2 0 0 112,536
CATERPILLAR INC COM 149123101   7,180,572 18,359 SH   DFND 1, 2 0 0 18,359
DAYFORCE INC COM 15677J108   696,903 11,378 SH   DFND 1, 2 0 0 11,378
CHART INDS INC COM 16115Q308   538,395 4,337 SH   DFND 1, 2 0 0 4,337
CITIGROUP INC COM NEW 172967424   986,576 15,760 SH   DFND 1, 2 0 0 15,760
CLOUDFLARE INC CL A COM 18915M107   2,205,223 27,262 SH   DFND 1, 2 0 0 27,262
CONOCOPHILLIPS COM 20825C104   1,408,857 13,382 SH   DFND 1, 2 0 0 13,382
COPART INC COM 217204106   2,863,188 54,641 SH   DFND 1, 2 0 0 54,641
CORTEVA INC COM 22052L104   645,103 10,973 SH   DFND 1, 2 0 0 10,973
COSTCO WHSL CORP NEW COM 22160K105   7,417,513 8,367 SH   DFND 1, 2 0 0 8,367
DANAHER CORPORATION COM 235851102   5,818,959 20,930 SH   DFND 1, 2 0 0 20,930
DEERE & CO COM 244199105   956,938 2,293 SH   DFND 1, 2 0 0 2,293
DELL TECHNOLOGIES INC CL C 24703L202   700,216 5,907 SH   DFND 1, 2 0 0 5,907
DELTA AIR LINES INC DEL COM NEW 247361702   1,487,995 29,297 SH   DFND 1, 2 0 0 29,297
EDWARDS LIFESCIENCES CORP COM 28176E108   674,748 10,225 SH   DFND 1, 2 0 0 10,225
ELECTRONIC ARTS INC COM 285512109   2,638,435 18,394 SH   DFND 1, 2 0 0 18,394
EPAM SYS INC COM 29414B104   520,065 2,613 SH   DFND 1, 2 0 0 2,613
EQUIFAX INC COM 294429105   2,813,416 9,574 SH   DFND 1, 2 0 0 9,574
EQUINIX INC COM 29444U700   1,200,076 1,352 SH   DFND 1, 2 0 0 1,352
META PLATFORMS INC CL A 30303M102   30,971,294 54,104 SH   DFND 1, 2 0 0 54,104
FEDEX CORP COM 31428X106   1,673,006 6,113 SH   DFND 1, 2 0 0 6,113
FREEPORT-MCMORAN INC CL B 35671D857   2,815,887 56,408 SH   DFND 1, 2 0 0 56,408
GALLAGHER ARTHUR J & CO COM 363576109   3,722,525 13,230 SH   DFND 1, 2 0 0 13,230
GE VERNOVA INC COM 36828A101   717,514 2,814 SH   DFND 1, 2 0 0 2,814
GE AEROSPACE COM NEW 369604301   3,254,891 17,260 SH   DFND 1, 2 0 0 17,260
GERDAU SA SPON ADR REP PFD 373737105   1,000,934 285,981 SH   DFND 1, 2 0 0 285,981
GILEAD SCIENCES INC COM 375558103   1,063,175 12,681 SH   DFND 1, 2 0 0 12,681
GODADDY INC CL A 380237107   1,801,716 11,492 SH   DFND 1, 2 0 0 11,492
GOLDMAN SACHS GROUP INC COM 38141G104   1,234,309 2,493 SH   DFND 1, 2 0 0 2,493
GRIFOLS S A SP ADR REP B NVT 398438408   727,760 81,955 SH   DFND 1, 2 0 0 81,955
HEICO CORP NEW COM 422806109   2,591,005 9,909 SH   DFND 1, 2 0 0 9,909
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,971,515 17,230 SH   DFND 1, 2 0 0 17,230
HOME DEPOT INC COM 437076102   4,286,206 10,578 SH   DFND 1, 2 0 0 10,578
HOWMET AEROSPACE INC COM 443201108   2,037,982 20,329 SH   DFND 1, 2 0 0 20,329
ITT INC COM 45073V108   856,842 5,731 SH   DFND 1, 2 0 0 5,731
ICICI BANK LIMITED ADR 45104G104   1,045,496 35,025 SH   DFND 1, 2 0 0 35,025
INGERSOLL RAND INC COM 45687V106   2,555,596 26,035 SH   DFND 1, 2 0 0 26,035
INTUITIVE SURGICAL INC COM NEW 46120E602   6,541,751 13,316 SH   DFND 1, 2 0 0 13,316
JPMORGAN CHASE & CO. COM 46625H100   8,778,313 41,631 SH   DFND 1, 2 0 0 41,631
KEYSIGHT TECHNOLOGIES INC COM 49338L103   990,611 6,233 SH   DFND 1, 2 0 0 6,233
L3HARRIS TECHNOLOGIES INC COM 502431109   901,052 3,788 SH   DFND 1, 2 0 0 3,788
ELI LILLY & CO COM 532457108   12,774,369 14,419 SH   DFND 1, 2 0 0 14,419
LULULEMON ATHLETICA INC COM 550021109   632,246 2,330 SH   DFND 1, 2 0 0 2,330
MARSH & MCLENNAN COS INC COM 571748102   964,641 4,324 SH   DFND 1, 2 0 0 4,324
MARRIOTT INTL INC NEW CL A 571903202   881,784 3,547 SH   DFND 1, 2 0 0 3,547
MASTERCARD INCORPORATED CL A 57636Q104   5,611,543 11,364 SH   DFND 1, 2 0 0 11,364
MCDONALDS CORP COM 580135101   1,993,627 6,547 SH   DFND 1, 2 0 0 6,547
MERCADOLIBRE INC COM 58733R102   5,862,450 2,857 SH   DFND 1, 2 0 0 2,857
METTLER TOLEDO INTERNATIONAL COM 592688105   2,456,509 1,638 SH   DFND 1, 2 0 0 1,638
MICROSOFT CORP COM 594918104   28,219,504 65,581 SH   DFND 1, 2 0 0 65,581
MICRON TECHNOLOGY INC COM 595112103   712,591 6,871 SH   DFND 1, 2 0 0 6,871
MONDELEZ INTL INC CL A 609207105   1,326,797 18,010 SH   DFND 1, 2 0 0 18,010
MONSTER BEVERAGE CORP NEW COM 61174X109   2,138,500 40,991 SH   DFND 1, 2 0 0 40,991
MORGAN STANLEY COM NEW 617446448   689,652 6,616 SH   DFND 1, 2 0 0 6,616
MOTOROLA SOLUTIONS INC COM NEW 620076307   4,432,003 9,857 SH   DFND 1, 2 0 0 9,857
NETFLIX INC COM 64110L106   10,570,960 14,904 SH   DFND 1, 2 0 0 14,904
NICE LTD SPONSORED ADR 653656108   289,508 1,667 SH   DFND 1, 2 0 0 1,667
NIKE INC CL B 654106103   3,097,094 35,035 SH   DFND 1, 2 0 0 35,035
NORTHROP GRUMMAN CORP COM 666807102   2,571,173 4,869 SH   DFND 1, 2 0 0 4,869
NOVO-NORDISK A S ADR 670100205   597,612 5,019 SH   DFND 1, 2 0 0 5,019
NVIDIA CORPORATION COM 67066G104   16,352,017 134,651 SH   DFND 1, 2 0 0 134,651
ON SEMICONDUCTOR CORP COM 682189105   1,382,712 19,043 SH   DFND 1, 2 0 0 19,043
PFIZER INC COM 717081103   1,543,457 53,333 SH   DFND 1, 2 0 0 53,333
REGAL REXNORD CORPORATION COM 758750103   700,511 4,223 SH   DFND 1, 2 0 0 4,223
REGENERON PHARMACEUTICALS COM 75886F107   7,850,660 7,468 SH   DFND 1, 2 0 0 7,468
RESTAURANT BRANDS INTL INC COM 76131D103   2,502,348 34,697 SH   DFND 1, 2 0 0 34,697
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   2,800,799 61,992 SH   DFND 1, 2 0 0 61,992
S&P GLOBAL INC COM 78409V104   4,341,158 8,403 SH   DFND 1, 2 0 0 8,403
SALESFORCE INC COM 79466L302   3,747,911 13,693 SH   DFND 1, 2 0 0 13,693
SAREPTA THERAPEUTICS INC COM 803607100   353,813 2,833 SH   DFND 1, 2 0 0 2,833
SCHLUMBERGER LTD COM STK 806857108   2,510,498 59,845 SH   DFND 1, 2 0 0 59,845
SEMPRA COM 816851109   1,447,301 17,306 SH   DFND 1, 2 0 0 17,306
SERVICENOW INC COM 81762P102   4,242,986 4,744 SH   DFND 1, 2 0 0 4,744
SHERWIN WILLIAMS CO COM 824348106   4,294,933 11,253 SH   DFND 1, 2 0 0 11,253
SHOPIFY INC CL A 82509L107   6,181,679 77,136 SH   DFND 1, 2 0 0 77,136
STARBUCKS CORP COM 855244109   3,023,457 31,013 SH   DFND 1, 2 0 0 31,013
SYNOPSYS INC COM 871607107   4,529,659 8,945 SH   DFND 1, 2 0 0 8,945
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   359,374 2,338 SH   DFND 1, 2 0 0 2,338
TC ENERGY CORP COM 87807B107   1,902,978 39,988 SH   DFND 1, 2 0 0 39,988
TESLA INC COM 88160R101   17,149,585 65,549 SH   DFND 1, 2 0 0 65,549
THERMO FISHER SCIENTIFIC INC COM 883556102   6,746,124 10,906 SH   DFND 1, 2 0 0 10,906
TRANSDIGM GROUP INC COM 893641100   4,281,390 3,000 SH   DFND 1, 2 0 0 3,000
TRIP COM GROUP LTD ADS 89677Q107   5,967,366 100,410 SH   DFND 1, 2 0 0 100,410
UBER TECHNOLOGIES INC COM 90353T100   1,702,224 22,648 SH   DFND 1, 2 0 0 22,648
UL SOLUTIONS INC CLASS A COM SHS 903731107   1,036,779 21,030 SH   DFND 1, 2 0 0 21,030
VALE S A SPONSORED ADS 91912E105   826,196 70,736 SH   DFND 1, 2 0 0 70,736
VERTEX PHARMACEUTICALS INC COM 92532F100   9,834,582 21,146 SH   DFND 1, 2 0 0 21,146
VISA INC COM CL A 92826C839   5,448,409 19,816 SH   DFND 1, 2 0 0 19,816
WARNER MUSIC GROUP CORP COM CL A 934550203   789,762 25,232 SH   DFND 1, 2 0 0 25,232
WOLFSPEED INC COM 977852102   121,231 12,498 SH   DFND 1, 2 0 0 12,498
WORKDAY INC CL A 98138H101   417,452 1,708 SH   DFND 1, 2 0 0 1,708
YUM BRANDS INC COM 988498101   2,360,820 16,898 SH   DFND 1, 2 0 0 16,898
ZOETIS INC CL A 98978V103   2,891,624 14,800 SH   DFND 1, 2 0 0 14,800
DEUTSCHE BANK A G NAMEN AKT D18190898   3,266,746 188,867 SH   DFND 1, 2 0 0 188,867
AON PLC SHS CL A G0403H108   2,755,810 7,965 SH   DFND 1, 2 0 0 7,965
ARCH CAP GROUP LTD ORD G0450A105   2,121,245 18,960 SH   DFND 1, 2 0 0 18,960
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   447,506 1,266 SH   DFND 1, 2 0 0 1,266
EATON CORP PLC SHS G29183103   1,046,356 3,157 SH   DFND 1, 2 0 0 3,157
FLUTTER ENTMT PLC SHS G3643J108   2,769,058 11,670 SH   DFND 1, 2 0 0 11,670
LINDE PLC SHS G54950103   4,285,541 8,987 SH   DFND 1, 2 0 0 8,987
BUNGE GLOBAL SA COM SHS H11356104   2,490,026 25,766 SH   DFND 1, 2 0 0 25,766
CHUBB LIMITED COM H1467J104   5,683,302 19,707 SH   DFND 1, 2 0 0 19,707
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   1,273,910 27,116 SH   DFND 1, 2 0 0 27,116
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   417,092 8,462 SH   DFND 1, 2 0 0 8,462
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,918,675 5,903 SH   DFND 1, 2 0 0 5,903
FERRARI N V COM N3167Y103   764,907 1,633 SH   DFND 1, 2 0 0 1,633
ROYAL CARIBBEAN GROUP COM V7780T103   5,236,909 29,527 SH   DFND 1, 2 0 0 29,527