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   1,276,074 72,628 SH   DFND 1, 2 0 0 72,628
ATS CORPORATION COM 00217Y104   666,857 20,612 SH   DFND 1, 2 0 0 20,612
ABBOTT LABS COM 002824100   2,937,951 28,274 SH   DFND 1, 2 0 0 28,274
ABBVIE INC COM 00287Y109   1,356,895 7,911 SH   DFND 1, 2 0 0 7,911
AIRBNB INC COM CL A 009066101   2,602,577 17,164 SH   DFND 1, 2 0 0 17,164
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   4,755,510 19,570 SH   DFND 1, 2 0 0 19,570
ALPHABET INC CAP STK CL C 02079K107   8,897,337 48,508 SH   DFND 1, 2 0 0 48,508
ALPHABET INC CAP STK CL A 02079K305   8,631,360 47,386 SH   DFND 1, 2 0 0 47,386
AMAZON COM INC COM 023135106   7,988,375 41,337 SH   DFND 1, 2 0 0 41,337
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   2,270,962 133,586 SH   DFND 1, 2 0 0 133,586
AMETEK INC COM 031100100   878,728 5,271 SH   DFND 1, 2 0 0 5,271
APPLE INC COM 037833100   7,292,928 34,626 SH   DFND 1, 2 0 0 34,626
APPLIED MATLS INC COM 038222105   1,310,688 5,554 SH   DFND 1, 2 0 0 5,554
ARISTA NETWORKS INC COM 040413106   3,382,132 9,650 SH   DFND 1, 2 0 0 9,650
ASTRAZENECA PLC SPONSORED ADR 046353108   662,603 8,496 SH   DFND 1, 2 0 0 8,496
BAKER HUGHES COMPANY CL A 05722G100   1,250,223 35,548 SH   DFND 1, 2 0 0 35,548
BANK AMERICA CORP COM 060505104   3,185,179 80,090 SH   DFND 1, 2 0 0 80,090
BEIGENE LTD SPONSORED ADR 07725L102   2,287,000 16,030 SH   DFND 1, 2 0 0 16,030
BIONTECH SE SPONSORED ADS 09075V102   377,451 4,697 SH   DFND 1, 2 0 0 4,697
BLACKROCK INC COM 09247X101   1,287,268 1,635 SH   DFND 1, 2 0 0 1,635
BLACKSTONE INC COM 09260D107   2,761,483 22,306 SH   DFND 1, 2 0 0 22,306
BOEING CO COM 097023105   1,171,052 6,434 SH   DFND 1, 2 0 0 6,434
BOOKING HOLDINGS INC COM 09857L108   7,471,389 1,886 SH   DFND 1, 2 0 0 1,886
BOSTON SCIENTIFIC CORP COM 101137107   1,092,002 14,180 SH   DFND 1, 2 0 0 14,180
BROADCOM INC COM 11135F101   22,732,699 14,159 SH   DFND 1, 2 0 0 14,159
BROOKFIELD CORP CL A LTD VT SH 11271J107   1,192,821 28,715 SH   DFND 1, 2 0 0 28,715
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   1,416,183 37,219 SH   DFND 1, 2 0 0 37,219
CME GROUP INC COM 12572Q105   2,740,211 13,938 SH   DFND 1, 2 0 0 13,938
CANADIAN NATL RY CO COM 136375102   1,023,585 8,664 SH   DFND 1, 2 0 0 8,664
CANADIAN PACIFIC KANSAS CITY COM 13646K108   3,393,420 43,102 SH   DFND 1, 2 0 0 43,102
CARRIER GLOBAL CORPORATION COM 14448C104   7,145,765 113,281 SH   DFND 1, 2 0 0 113,281
CATERPILLAR INC COM 149123101   6,262,280 18,800 SH   DFND 1, 2 0 0 18,800
CELANESE CORP DEL COM 150870103   882,315 6,541 SH   DFND 1, 2 0 0 6,541
DAYFORCE INC COM 15677J108   532,803 10,742 SH   DFND 1, 2 0 0 10,742
CHART INDS INC COM 16115Q308   626,003 4,337 SH   DFND 1, 2 0 0 4,337
CITIGROUP INC COM NEW 172967424   1,000,130 15,760 SH   DFND 1, 2 0 0 15,760
CLOUDFLARE INC CL A COM 18915M107   2,085,659 25,180 SH   DFND 1, 2 0 0 25,180
CONOCOPHILLIPS COM 20825C104   1,433,639 12,534 SH   DFND 1, 2 0 0 12,534
COPART INC COM 217204106   2,959,357 54,641 SH   DFND 1, 2 0 0 54,641
CORTEVA INC COM 22052L104   556,445 10,316 SH   DFND 1, 2 0 0 10,316
COSTCO WHSL CORP NEW COM 22160K105   6,759,970 7,953 SH   DFND 1, 2 0 0 7,953
DANAHER CORPORATION COM 235851102   5,196,880 20,800 SH   DFND 1, 2 0 0 20,800
DEERE & CO COM 244199105   856,734 2,293 SH   DFND 1, 2 0 0 2,293
DELL TECHNOLOGIES INC CL C 24703L202   1,109,486 8,045 SH   DFND 1, 2 0 0 8,045
DELTA AIR LINES INC DEL COM NEW 247361702   1,328,652 28,007 SH   DFND 1, 2 0 0 28,007
EDWARDS LIFESCIENCES CORP COM 28176E108   944,483 10,225 SH   DFND 1, 2 0 0 10,225
ELECTRONIC ARTS INC COM 285512109   2,530,233 18,160 SH   DFND 1, 2 0 0 18,160
EPAM SYS INC COM 29414B104   287,056 1,526 SH   DFND 1, 2 0 0 1,526
EQUIFAX INC COM 294429105   2,572,501 10,610 SH   DFND 1, 2 0 0 10,610
EQUINIX INC COM 29444U700   1,022,923 1,352 SH   DFND 1, 2 0 0 1,352
META PLATFORMS INC CL A 30303M102   26,889,044 53,328 SH   DFND 1, 2 0 0 53,328
FEDEX CORP COM 31428X106   1,796,941 5,993 SH   DFND 1, 2 0 0 5,993
FREEPORT-MCMORAN INC CL B 35671D857   2,698,564 55,526 SH   DFND 1, 2 0 0 55,526
GALLAGHER ARTHUR J & CO COM 363576109   3,144,393 12,126 SH   DFND 1, 2 0 0 12,126
GE AEROSPACE COM NEW 369604301   2,700,105 16,985 SH   DFND 1, 2 0 0 16,985
GERDAU SA SPON ADR REP PFD 373737105   943,737 285,981 SH   DFND 1, 2 0 0 285,981
GILEAD SCIENCES INC COM 375558103   870,043 12,681 SH   DFND 1, 2 0 0 12,681
GODADDY INC CL A 380237107   1,575,789 11,279 SH   DFND 1, 2 0 0 11,279
GOLDMAN SACHS GROUP INC COM 38141G104   1,040,336 2,300 SH   DFND 1, 2 0 0 2,300
GRIFOLS S A SP ADR REP B NVT 398438408   516,726 81,955 SH   DFND 1, 2 0 0 81,955
HEICO CORP NEW COM 422806109   1,907,841 8,532 SH   DFND 1, 2 0 0 8,532
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,760,895 17,236 SH   DFND 1, 2 0 0 17,236
HOME DEPOT INC COM 437076102   3,600,062 10,458 SH   DFND 1, 2 0 0 10,458
HOWMET AEROSPACE INC COM 443201108   1,453,156 18,719 SH   DFND 1, 2 0 0 18,719
ITT INC COM 45073V108   685,817 5,309 SH   DFND 1, 2 0 0 5,309
ICICI BANK LIMITED ADR 45104G104   678,015 23,534 SH   DFND 1, 2 0 0 23,534
INGERSOLL RAND INC COM 45687V106   2,329,319 25,642 SH   DFND 1, 2 0 0 25,642
INTUITIVE SURGICAL INC COM NEW 46120E602   5,864,458 13,183 SH   DFND 1, 2 0 0 13,183
JPMORGAN CHASE & CO. COM 46625H100   8,169,484 40,391 SH   DFND 1, 2 0 0 40,391
KEYSIGHT TECHNOLOGIES INC COM 49338L103   774,142 5,661 SH   DFND 1, 2 0 0 5,661
L3HARRIS TECHNOLOGIES INC COM 502431109   766,941 3,415 SH   DFND 1, 2 0 0 3,415
ELI LILLY & CO COM 532457108   13,243,899 14,628 SH   DFND 1, 2 0 0 14,628
LULULEMON ATHLETICA INC COM 550021109   664,608 2,225 SH   DFND 1, 2 0 0 2,225
MARSH & MCLENNAN COS INC COM 571748102   669,247 3,176 SH   DFND 1, 2 0 0 3,176
MASTERCARD INCORPORATED CL A 57636Q104   4,693,501 10,639 SH   DFND 1, 2 0 0 10,639
MCDONALDS CORP COM 580135101   1,117,983 4,387 SH   DFND 1, 2 0 0 4,387
MERCADOLIBRE INC COM 58733R102   4,281,057 2,605 SH   DFND 1, 2 0 0 2,605
METTLER TOLEDO INTERNATIONAL COM 592688105   2,254,313 1,613 SH   DFND 1, 2 0 0 1,613
MICROSOFT CORP COM 594918104   29,234,553 65,409 SH   DFND 1, 2 0 0 65,409
MICRON TECHNOLOGY INC COM 595112103   903,743 6,871 SH   DFND 1, 2 0 0 6,871
MONDELEZ INTL INC CL A 609207105   1,586,069 24,237 SH   DFND 1, 2 0 0 24,237
MONSTER BEVERAGE CORP NEW COM 61174X109   1,916,781 38,374 SH   DFND 1, 2 0 0 38,374
MORGAN STANLEY COM NEW 617446448   577,600 5,943 SH   DFND 1, 2 0 0 5,943
MOTOROLA SOLUTIONS INC COM NEW 620076307   4,327,621 11,210 SH   DFND 1, 2 0 0 11,210
NETFLIX INC COM 64110L106   9,967,303 14,769 SH   DFND 1, 2 0 0 14,769
NICE LTD SPONSORED ADR 653656108   450,217 2,618 SH   DFND 1, 2 0 0 2,618
NIKE INC CL B 654106103   1,088,192 14,438 SH   DFND 1, 2 0 0 14,438
NORTHROP GRUMMAN CORP COM 666807102   2,055,940 4,716 SH   DFND 1, 2 0 0 4,716
NOVO-NORDISK A S ADR 670100205   637,191 4,464 SH   DFND 1, 2 0 0 4,464
NVIDIA CORPORATION COM 67066G104   15,879,337 128,536 SH   DFND 1, 2 0 0 128,536
ON SEMICONDUCTOR CORP COM 682189105   1,272,974 18,570 SH   DFND 1, 2 0 0 18,570
PFIZER INC COM 717081103   1,408,233 50,330 SH   DFND 1, 2 0 0 50,330
PHILIP MORRIS INTL INC COM 718172109   5,819,889 57,435 SH   DFND 1, 2 0 0 57,435
REGAL REXNORD CORPORATION COM 758750103   571,034 4,223 SH   DFND 1, 2 0 0 4,223
REGENERON PHARMACEUTICALS COM 75886F107   7,816,510 7,437 SH   DFND 1, 2 0 0 7,437
RESTAURANT BRANDS INTL INC COM 76131D103   2,340,225 33,256 SH   DFND 1, 2 0 0 33,256
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   3,000,077 25,765 SH   DFND 1, 2 0 0 25,765
S&P GLOBAL INC COM 78409V104   2,659,944 5,964 SH   DFND 1, 2 0 0 5,964
SALESFORCE INC COM 79466L302   3,143,048 12,225 SH   DFND 1, 2 0 0 12,225
SCHLUMBERGER LTD COM STK 806857108   4,371,746 92,661 SH   DFND 1, 2 0 0 92,661
SEMPRA COM 816851109   1,135,500 14,929 SH   DFND 1, 2 0 0 14,929
SERVICENOW INC COM 81762P102   3,698,922 4,702 SH   DFND 1, 2 0 0 4,702
SHERWIN WILLIAMS CO COM 824348106   3,245,128 10,874 SH   DFND 1, 2 0 0 10,874
SHOPIFY INC CL A 82509L107   4,611,413 69,817 SH   DFND 1, 2 0 0 69,817
SMARTSHEET INC COM CL A 83200N103   687,648 15,600 SH   DFND 1, 2 0 0 15,600
SYNOPSYS INC COM 871607107   5,322,812 8,945 SH   DFND 1, 2 0 0 8,945
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   320,620 2,062 SH   DFND 1, 2 0 0 2,062
TC ENERGY CORP COM 87807B107   1,515,532 39,988 SH   DFND 1, 2 0 0 39,988
TESLA INC COM 88160R101   12,752,970 64,448 SH   DFND 1, 2 0 0 64,448
THERMO FISHER SCIENTIFIC INC COM 883556102   5,991,202 10,834 SH   DFND 1, 2 0 0 10,834
TRANSDIGM GROUP INC COM 893641100   3,762,561 2,945 SH   DFND 1, 2 0 0 2,945
TRIP COM GROUP LTD ADS 89677Q107   4,673,962 99,446 SH   DFND 1, 2 0 0 99,446
UBER TECHNOLOGIES INC COM 90353T100   1,646,057 22,648 SH   DFND 1, 2 0 0 22,648
UL SOLUTIONS INC CLASS A COM SHS 903731107   219,388 5,200 SH   DFND 1, 2 0 0 5,200
VALE S A SPONSORED ADS 91912E105   436,490 39,077 SH   DFND 1, 2 0 0 39,077
VERALTO CORP COM SHS 92338C103   318,392 3,335 SH   DFND 1, 2 0 0 3,335
VERTEX PHARMACEUTICALS INC COM 92532F100   10,017,953 21,373 SH   DFND 1, 2 0 0 21,373
VISA INC COM CL A 92826C839   4,865,669 18,538 SH   DFND 1, 2 0 0 18,538
WALGREENS BOOTS ALLIANCE INC COM 931427108   708,319 58,563 SH   DFND 1, 2 0 0 58,563
WARNER MUSIC GROUP CORP COM CL A 934550203   725,823 23,681 SH   DFND 1, 2 0 0 23,681
WOLFSPEED INC COM 977852102   284,454 12,498 SH   DFND 1, 2 0 0 12,498
WORKDAY INC CL A 98138H101   381,840 1,708 SH   DFND 1, 2 0 0 1,708
YUM BRANDS INC COM 988498101   2,163,337 16,332 SH   DFND 1, 2 0 0 16,332
ZOETIS INC CL A 98978V103   2,565,728 14,800 SH   DFND 1, 2 0 0 14,800
DEUTSCHE BANK A G NAMEN AKT D18190898   3,017,651 188,867 SH   DFND 1, 2 0 0 188,867
AON PLC SHS CL A G0403H108   2,224,456 7,577 SH   DFND 1, 2 0 0 7,577
ARCH CAP GROUP LTD ORD G0450A105   1,742,471 17,271 SH   DFND 1, 2 0 0 17,271
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   255,471 842 SH   DFND 1, 2 0 0 842
EATON CORP PLC SHS G29183103   925,286 2,951 SH   DFND 1, 2 0 0 2,951
FLUTTER ENTMT PLC SHS G3643J108   2,128,141 11,670 SH   DFND 1, 2 0 0 11,670
LINDE PLC SHS G54950103   3,943,585 8,987 SH   DFND 1, 2 0 0 8,987
BUNGE GLOBAL SA COM SHS H11356104   2,666,901 24,978 SH   DFND 1, 2 0 0 24,978
CHUBB LIMITED COM H1467J104   4,777,393 18,729 SH   DFND 1, 2 0 0 18,729
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   1,464,535 27,116 SH   DFND 1, 2 0 0 27,116
TE CONNECTIVITY LTD SHS H84989104   1,301,520 8,652 SH   DFND 1, 2 0 0 8,652
GLOBANT S A COM L44385109   260,438 1,461 SH   DFND 1, 2 0 0 1,461
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   460,417 8,462 SH   DFND 1, 2 0 0 8,462
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,780,470 5,652 SH   DFND 1, 2 0 0 5,652
FERRARI N V COM N3167Y103   666,289 1,633 SH   DFND 1, 2 0 0 1,633
ROYAL CARIBBEAN GROUP COM V7780T103   4,672,893 29,310 SH   DFND 1, 2 0 0 29,310