The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE INC | Common Stock | 00724F101 | 8,874,749 | 17,140 | SH | DFND | 1 | 17,140 | 0 | 0 | ||
| ADVANCED DRAIN SYS INC DEL | Common Stock | 00790R104 | 14,694,460 | 93,500 | SH | DFND | 1 | 93,500 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | Common Stock | 007903107 | 44,155,405 | 269,109 | SH | DFND | 1 | 269,109 | 0 | 0 | ||
| AECOM | Common Stock | 00766T100 | 12,337,873 | 119,472 | SH | DFND | 1 | 119,472 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | Common Stock | 00846U101 | 15,658,701 | 105,460 | SH | DFND | 1 | 105,460 | 0 | 0 | ||
| ALARM COM HLDGS INC | Common Stock | 011642105 | 4,322,593 | 79,067 | SH | DFND | 1 | 79,067 | 0 | 0 | ||
| ALCON AG | Common Stock | H01301128 | 6,222,653 | 62,183 | SH | DFND | 1 | 62,183 | 0 | 0 | ||
| ALPHABET INC | Common Stock | 02079K305 | 48,038,618 | 289,651 | SH | DFND | 1 | 289,651 | 0 | 0 | ||
| ALTAIR ENGR INC | Common Stock | 021369103 | 35,938,598 | 376,281 | SH | DFND | 1 | 376,281 | 0 | 0 | ||
| AMAZON COM INC | Common Stock | 023135106 | 4,245,715 | 22,786 | SH | DFND | 1 | 22,786 | 0 | 0 | ||
| AMERICAN WTR WKS CO INC NEW | Common Stock | 030420103 | 14,147,550 | 96,742 | SH | DFND | 1 | 96,742 | 0 | 0 | ||
| ANSYS INC | Common Stock | 03662Q105 | 57,965,170 | 181,920 | SH | DFND | 1 | 181,920 | 0 | 0 | ||
| API GROUP CORP | Common Stock | 00187Y100 | 27,010,360 | 818,000 | SH | DFND | 1 | 818,000 | 0 | 0 | ||
| APPLIED INDL TECHNOLOGIES IN | Common Stock | 03820C105 | 12,235,334 | 54,835 | SH | DFND | 1 | 54,835 | 0 | 0 | ||
| ATLASSIAN CORPORATION | Common Stock | 049468101 | 4,803,685 | 30,248 | SH | DFND | 1 | 30,248 | 0 | 0 | ||
| AUTODESK INC | Common Stock | 052769106 | 16,421,638 | 59,611 | SH | DFND | 1 | 59,611 | 0 | 0 | ||
| AVANTOR INC | Common Stock | 05352A100 | 24,576,500 | 950,000 | SH | DFND | 1 | 950,000 | 0 | 0 | ||
| BENTLEY SYS INC | Common Stock | 08265T208 | 24,032,114 | 472,980 | SH | DFND | 1 | 472,980 | 0 | 0 | ||
| BJS WHSL CLUB HLDGS INC | Common Stock | 05550J101 | 6,381,313 | 77,368 | SH | DFND | 1 | 77,368 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | Common Stock | 101137107 | 8,838,889 | 105,476 | SH | DFND | 1 | 105,476 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | Common Stock | 127387108 | 42,692,646 | 157,520 | SH | DFND | 1 | 157,520 | 0 | 0 | ||
| CALIFORNIA WTR SVC GROUP | Common Stock | 130788102 | 10,110,403 | 186,470 | SH | DFND | 1 | 186,470 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | Common Stock | 169656105 | 2,620,270 | 45,475 | SH | DFND | 1 | 45,475 | 0 | 0 | ||
| CINTAS CORP | Common Stock | 172908105 | 16,676,280 | 81,000 | SH | DFND | 1 | 81,000 | 0 | 0 | ||
| CLEAN HARBORS INC | Common Stock | 184496107 | 47,985,236 | 198,524 | SH | DFND | 1 | 198,524 | 0 | 0 | ||
| CORE & MAIN INC | Common Stock | 21874C102 | 21,489,600 | 484,000 | SH | DFND | 1 | 484,000 | 0 | 0 | ||
| COSTAR GROUP INC | Common Stock | 22160N109 | 7,982,608 | 105,814 | SH | DFND | 1 | 105,814 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | Common Stock | 22160K105 | 7,138,259 | 8,052 | SH | DFND | 1 | 8,052 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | Common Stock | 22788C105 | 28,378,235 | 101,181 | SH | DFND | 1 | 101,181 | 0 | 0 | ||
| CRYOPORT INC | Common Stock | 229050307 | 13,827,550 | 1,705,000 | SH | DFND | 1 | 1,705,000 | 0 | 0 | ||
| CVS HEALTH CORP | Common Stock | 126650100 | 3,607,803 | 57,376 | SH | DFND | 1 | 57,376 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | Common Stock | M2682V108 | 33,243,540 | 114,000 | SH | DFND | 1 | 114,000 | 0 | 0 | ||
| DANAHER CORPORATION | Common Stock | 235851102 | 17,588,101 | 63,262 | SH | DFND | 1 | 63,262 | 0 | 0 | ||
| DESCARTES SYS GROUP INC | Common Stock | 249906108 | 6,591,808 | 64,023 | SH | DFND | 1 | 64,023 | 0 | 0 | ||
| DEXCOM INC | Common Stock | 252131107 | 16,503,438 | 246,173 | SH | DFND | 1 | 246,173 | 0 | 0 | ||
| DIGITAL RLTY TR INC | Common Stock | 253868103 | 30,262,210 | 187,000 | SH | DFND | 1 | 187,000 | 0 | 0 | ||
| DISNEY WALT CO | Common Stock | 254687106 | 2,964,095 | 30,815 | SH | DFND | 1 | 30,815 | 0 | 0 | ||
| ECOLAB INC | Common Stock | 278865100 | 47,551,893 | 186,237 | SH | DFND | 1 | 186,237 | 0 | 0 | ||
| ELASTIC N V | Common Stock | N14506104 | 34,082,361 | 444,012 | SH | DFND | 1 | 444,012 | 0 | 0 | ||
| EQUINIX INC | Common Stock | 29444U700 | 35,461,706 | 39,951 | SH | DFND | 1 | 39,951 | 0 | 0 | ||
| ESSENTIAL UTILS INC | Common Stock | 29670G102 | 17,075,942 | 442,726 | SH | DFND | 1 | 442,726 | 0 | 0 | ||
| EXACT SCIENCES CORP | Common Stock | 30063P105 | 4,708,523 | 69,121 | SH | DFND | 1 | 69,121 | 0 | 0 | ||
| EXPONENT INC | Common Stock | 30214U102 | 12,623,160 | 109,500 | SH | DFND | 1 | 109,500 | 0 | 0 | ||
| FACTSET RESH SYS INC | Common Stock | 303075105 | 3,958,849 | 8,609 | SH | DFND | 1 | 8,609 | 0 | 0 | ||
| FISERV INC | Common Stock | 337738108 | 25,510,300 | 142,000 | SH | DFND | 1 | 142,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS PARE | Common Stock | 35909D109 | 6,759,369 | 190,244 | SH | DFND | 1 | 190,244 | 0 | 0 | ||
| GARMIN LTD | Common Stock | H2906T109 | 10,304,268 | 58,537 | SH | DFND | 1 | 58,537 | 0 | 0 | ||
| GARTNER INC | Common Stock | 366651107 | 4,073,844 | 8,039 | SH | DFND | 1 | 8,039 | 0 | 0 | ||
| GENERAC HLDGS INC | Common Stock | 368736104 | 9,532,800 | 60,000 | SH | DFND | 1 | 60,000 | 0 | 0 | ||
| GENTEX CORP | Common Stock | 371901109 | 15,141,900 | 510,000 | SH | DFND | 1 | 510,000 | 0 | 0 | ||
| GLOBAL PMTS INC | Common Stock | 37940X102 | 15,670,260 | 153,000 | SH | DFND | 1 | 153,000 | 0 | 0 | ||
| GODADDY INC | Common Stock | 380237107 | 6,913,528 | 44,097 | SH | DFND | 1 | 44,097 | 0 | 0 | ||
| HEALTHEQUITY INC | Common Stock | 42226A107 | 4,726,592 | 57,747 | SH | DFND | 1 | 57,747 | 0 | 0 | ||
| HOLOGIC INC | Common Stock | 436440101 | 42,415,652 | 520,693 | SH | DFND | 1 | 520,693 | 0 | 0 | ||
| HUBSPOT INC | Common Stock | 443573100 | 6,740,688 | 12,680 | SH | DFND | 1 | 12,680 | 0 | 0 | ||
| IDEX CORP | Common Stock | 45167R104 | 19,874,283 | 92,654 | SH | DFND | 1 | 92,654 | 0 | 0 | ||
| IDEXX LABS INC | Common Stock | 45168D104 | 2,117,882 | 4,192 | SH | DFND | 1 | 4,192 | 0 | 0 | ||
| INTUIT | Common Stock | 461202103 | 7,127,838 | 11,478 | SH | DFND | 1 | 11,478 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | Common Stock | 46120E602 | 40,878,577 | 83,210 | SH | DFND | 1 | 83,210 | 0 | 0 | ||
| JOHN BEAN TECHNOLOGIES CORP | Common Stock | 477839104 | 18,553,964 | 188,346 | SH | DFND | 1 | 188,346 | 0 | 0 | ||
| KLA CORP | Common Stock | 482480100 | 28,708,928 | 37,072 | SH | DFND | 1 | 37,072 | 0 | 0 | ||
| LABCORP HOLDINGS INC | Common Stock | 504922105 | 5,536,717 | 24,775 | SH | DFND | 1 | 24,775 | 0 | 0 | ||
| LITTELFUSE INC | Common Stock | 537008104 | 23,076,750 | 87,000 | SH | DFND | 1 | 87,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | Common Stock | 550021109 | 2,085,596 | 7,686 | SH | DFND | 1 | 7,686 | 0 | 0 | ||
| MANHATTAN ASSOCIATES INC | Common Stock | 562750109 | 26,655,127 | 94,730 | SH | DFND | 1 | 94,730 | 0 | 0 | ||
| MASCO CORP | Common Stock | 574599106 | 12,130,757 | 144,517 | SH | DFND | 1 | 144,517 | 0 | 0 | ||
| MEDTRONIC PLC | Common Stock | G5960L103 | 29,479,063 | 327,436 | SH | DFND | 1 | 327,436 | 0 | 0 | ||
| MERCK & CO INC | Common Stock | 58933Y105 | 7,706,182 | 67,860 | SH | DFND | 1 | 67,860 | 0 | 0 | ||
| METTLER TOLEDO INTERNATIONAL | Common Stock | 592688105 | 16,702,159 | 11,137 | SH | DFND | 1 | 11,137 | 0 | 0 | ||
| MICROSOFT CORP | Common Stock | 594918104 | 7,845,230 | 18,232 | SH | DFND | 1 | 18,232 | 0 | 0 | ||
| MIDDLESEX WTR CO | Common Stock | 596680108 | 11,808,440 | 181,000 | SH | DFND | 1 | 181,000 | 0 | 0 | ||
| MONGODB INC | Common Stock | 60937P106 | 23,858,928 | 88,252 | SH | DFND | 1 | 88,252 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | Common Stock | 620076307 | 30,125,210 | 67,000 | SH | DFND | 1 | 67,000 | 0 | 0 | ||
| MSA SAFETY INC | Common Stock | 553498106 | 25,359,620 | 143,000 | SH | DFND | 1 | 143,000 | 0 | 0 | ||
| MSCI INC | Common Stock | 55354G100 | 8,861,119 | 15,201 | SH | DFND | 1 | 15,201 | 0 | 0 | ||
| NASDAQ INC | Common Stock | 631103108 | 9,978,715 | 136,676 | SH | DFND | 1 | 136,676 | 0 | 0 | ||
| NATERA INC | Common Stock | 632307104 | 8,195,130 | 64,554 | SH | DFND | 1 | 64,554 | 0 | 0 | ||
| NETFLIX INC | Common Stock | 64110L106 | 4,915,241 | 6,930 | SH | DFND | 1 | 6,930 | 0 | 0 | ||
| NEW YORK TIMES CO | Common Stock | 650111107 | 4,953,294 | 88,976 | SH | DFND | 1 | 88,976 | 0 | 0 | ||
| NVENT ELECTRIC PLC | Common Stock | G6700G107 | 60,754,384 | 864,708 | SH | DFND | 1 | 864,708 | 0 | 0 | ||
| NVIDIA CORPORATION | Common Stock | 67066G104 | 130,416,602 | 1,073,918 | SH | DFND | 1 | 1,073,918 | 0 | 0 | ||
| OKTA INC | Common Stock | 679295105 | 14,124,600 | 190,000 | SH | DFND | 1 | 190,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | Common Stock | 682189105 | 13,571,027 | 186,903 | SH | DFND | 1 | 186,903 | 0 | 0 | ||
| ORACLE CORP | Common Stock | 68389X105 | 4,888,946 | 28,691 | SH | DFND | 1 | 28,691 | 0 | 0 | ||
| OSI SYSTEMS INC | Common Stock | 671044105 | 28,392,210 | 187,000 | SH | DFND | 1 | 187,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | Common Stock | 697435105 | 31,051,846 | 90,848 | SH | DFND | 1 | 90,848 | 0 | 0 | ||
| PENTAIR PLC | Common Stock | G7S00T104 | 18,016,536 | 184,237 | SH | DFND | 1 | 184,237 | 0 | 0 | ||
| PLANET FITNESS INC | Common Stock | 72703H101 | 9,024,760 | 111,115 | SH | DFND | 1 | 111,115 | 0 | 0 | ||
| PRIMO WATER CORPORATION | Common Stock | 74167P108 | 7,030,661 | 278,442 | SH | DFND | 1 | 278,442 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | Common Stock | 742718109 | 4,435,132 | 25,607 | SH | DFND | 1 | 25,607 | 0 | 0 | ||
| PROGYNY INC | Common Stock | 74340E103 | 1,829,354 | 109,150 | SH | DFND | 1 | 109,150 | 0 | 0 | ||
| PTC INC | Common Stock | 69370C100 | 37,503,029 | 207,589 | SH | DFND | 1 | 207,589 | 0 | 0 | ||
| RAPID7 INC | Common Stock | 753422104 | 15,916,110 | 399,000 | SH | DFND | 1 | 399,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | Common Stock | 773903109 | 15,639,943 | 58,258 | SH | DFND | 1 | 58,258 | 0 | 0 | ||
| ROLLINS INC | Common Stock | 775711104 | 28,577,700 | 565,000 | SH | DFND | 1 | 565,000 | 0 | 0 | ||
| ROPER TECHNOLOGIES INC | Common Stock | 776696106 | 20,883,750 | 37,531 | SH | DFND | 1 | 37,531 | 0 | 0 | ||
| S&P GLOBAL INC | Common Stock | 78409V104 | 8,980,405 | 17,383 | SH | DFND | 1 | 17,383 | 0 | 0 | ||
| SENTINELONE INC | Common Stock | 81730H109 | 22,963,200 | 960,000 | SH | DFND | 1 | 960,000 | 0 | 0 | ||
| SERVICENOW INC | Common Stock | 81762P102 | 72,722,851 | 81,310 | SH | DFND | 1 | 81,310 | 0 | 0 | ||
| SHIFT4 PMTS INC | Common Stock | 82452J109 | 25,073,800 | 283,000 | SH | DFND | 1 | 283,000 | 0 | 0 | ||
| SJW GROUP | Common Stock | 784305104 | 5,592,855 | 96,246 | SH | DFND | 1 | 96,246 | 0 | 0 | ||
| SMITH A O CORP | Common Stock | 831865209 | 16,349,060 | 182,000 | SH | DFND | 1 | 182,000 | 0 | 0 | ||
| SNOWFLAKE INC | Common Stock | 833445109 | 40,299,320 | 350,856 | SH | DFND | 1 | 350,856 | 0 | 0 | ||
| SOHO HOUSE & CO INC | Common Stock | 586001109 | 2,530,671 | 496,210 | SH | DFND | 1 | 496,210 | 0 | 0 | ||
| SPROUTS FMRS MKT INC | Common Stock | 85208M102 | 5,512,109 | 49,924 | SH | DFND | 1 | 49,924 | 0 | 0 | ||
| SPS COMM INC | Common Stock | 78463M107 | 22,118,681 | 113,914 | SH | DFND | 1 | 113,914 | 0 | 0 | ||
| STERIS PLC | Common Stock | G8473T100 | 60,645,672 | 250,044 | SH | DFND | 1 | 250,044 | 0 | 0 | ||
| SYMBOTIC INC | Common Stock | 87151X101 | 25,564,866 | 1,048,170 | SH | DFND | 1 | 1,048,170 | 0 | 0 | ||
| SYNOPSYS INC | Common Stock | 871607107 | 71,334,653 | 140,869 | SH | DFND | 1 | 140,869 | 0 | 0 | ||
| T-MOBILE US INC | Common Stock | 872590104 | 7,760,993 | 37,609 | SH | DFND | 1 | 37,609 | 0 | 0 | ||
| TERADYNE INC | Common Stock | 880770102 | 19,567,575 | 146,103 | SH | DFND | 1 | 146,103 | 0 | 0 | ||
| TETRA TECH INC NEW | Common Stock | 88162G103 | 12,910,050 | 273,750 | SH | DFND | 1 | 273,750 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | Common Stock | 883556102 | 33,290,819 | 53,819 | SH | DFND | 1 | 53,819 | 0 | 0 | ||
| TORO CO | Common Stock | 891092108 | 13,137,253 | 151,473 | SH | DFND | 1 | 151,473 | 0 | 0 | ||
| TRACTOR SUPPLY CO | Common Stock | 892356106 | 4,793,363 | 16,476 | SH | DFND | 1 | 16,476 | 0 | 0 | ||
| TRANSUNION | Common Stock | 89400J107 | 22,301,100 | 213,000 | SH | DFND | 1 | 213,000 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | Common Stock | 902252105 | 15,153,955 | 25,961 | SH | DFND | 1 | 25,961 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | Common Stock | 91324P102 | 5,227,039 | 8,940 | SH | DFND | 1 | 8,940 | 0 | 0 | ||
| VARONIS SYS INC | Common Stock | 922280102 | 29,945,000 | 530,000 | SH | DFND | 1 | 530,000 | 0 | 0 | ||
| VERALTO CORP | Common Stock | 92338C103 | 14,304,881 | 127,882 | SH | DFND | 1 | 127,882 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | Common Stock | 92343V104 | 6,014,482 | 133,923 | SH | DFND | 1 | 133,923 | 0 | 0 | ||
| VERTIV HOLDINGS CO | Common Stock | 92537N108 | 14,127,580 | 142,000 | SH | DFND | 1 | 142,000 | 0 | 0 | ||
| WABTEC | Common Stock | 929740108 | 28,659,676 | 157,670 | SH | DFND | 1 | 157,670 | 0 | 0 | ||
| WASTE CONNECTIONS INC | Common Stock | 94106B101 | 20,111,707 | 112,469 | SH | DFND | 1 | 112,469 | 0 | 0 | ||
| WASTE MGMT INC DEL | Common Stock | 94106L109 | 12,362,165 | 59,548 | SH | DFND | 1 | 59,548 | 0 | 0 | ||
| WIX COM LTD | Common Stock | M98068105 | 3,481,650 | 20,827 | SH | DFND | 1 | 20,827 | 0 | 0 | ||
| XYLEM INC | Common Stock | 98419M100 | 19,399,625 | 143,669 | SH | DFND | 1 | 143,669 | 0 | 0 | ||
| YETI HLDGS INC | Common Stock | 98585X104 | 2,520,145 | 61,422 | SH | DFND | 1 | 61,422 | 0 | 0 | ||
| ZOETIS INC | Common Stock | 98978V103 | 6,907,465 | 35,354 | SH | DFND | 1 | 35,354 | 0 | 0 | ||
| ZSCALER INC | Common Stock | 98980G102 | 25,128,180 | 147,000 | SH | DFND | 1 | 147,000 | 0 | 0 | ||
| ZURN ELKAY WATER SOLNS CORP | Common Stock | 98983L108 | 9,492,724 | 264,127 | SH | DFND | 1 | 264,127 | 0 | 0 | ||