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
APPLE INC COM 037833100   40,225,854 158,501 SH   DFND   155,280 0 3,221
ABBVIE INC COM 00287Y109   33,299,107 153,106 SH   DFND   150,300 0 2,806
ARCH CAP GROUP LTD ORD G0450A105   6,072,815 63,265 SH   DFND   62,756 0 509
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   277,408 1,399 SH   DFND   1,382 0 17
ADMA BIOLOGICS INC COM 000899104   5,789,240 642,535 SH   DFND   636,929 0 5,606
AUTODESK INC COM 052769106   27,205,348 113,640 SH   DFND   111,326 0 2,314
ADDUS HOMECARE CORP COM 006739106   7,285,127 77,791 SH   DFND   77,107 0 684
ADVANCED ENERGY INDS COM 007973100   9,474,443 29,359 SH   DFND   29,099 0 260
AERCAP HOLDINGS NV SHS N00985106   7,746,737 56,471 SH   DFND   56,287 0 184
AFLAC INC COM 001055102   253,320 2,309 SH   DFND   2,282 0 27
AFYA LTD CL A COM G01125106   696,184 46,818 SH   DFND   45,233 0 1,585
AAR CORP COM 000361105   10,993,177 100,431 SH   DFND   99,162 0 1,269
ALLSTATE CORP COM 020002101   284,678 1,373 SH   DFND   1,357 0 16
AUTOLIV INC COM 052800109   3,924,079 37,315 SH   DFND   37,126 0 189
APPLIED MATLS INC COM 038222105   37,466,097 109,617 SH   DFND   107,610 0 2,007
AMGEN INC COM 031162100   32,448,846 92,224 SH   DFND   90,517 0 1,707
AMERIPRISE FINL INC COM 03076C106   274,195 617 SH   DFND   609 0 8
AMAZON COM INC COM 023135106   35,194,269 168,976 SH   DFND   165,370 0 3,606
ARISTA NETWORKS INC COM SHS 040413205   35,419,762 288,482 SH   DFND   283,260 0 5,222
AMPHENOL CORP NEW CL A 032095101   38,557,027 305,160 SH   DFND   299,273 0 5,887
APOLLO GLOBAL MGMT INC COM 03769M106   22,361,493 200,696 SH   DFND   196,126 0 4,570
APPLOVIN CORP COM CL A 03831W108   26,847,281 67,455 SH   DFND   66,306 0 1,149
ARIS MNG CORP COM 04040Y109   1,283,837 69,135 SH   DFND   67,471 0 1,664
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   5,246,018 15,607 SH   DFND   15,589 0 18
AEROVIRONMENT INC COM 008073108   6,408,764 35,011 SH   DFND   34,701 0 310
BROADCOM INC COM 11135F101   40,563,203 131,039 SH   DFND   128,573 0 2,466
AXOS FINANCIAL INC COM 05465C100   9,647,845 113,384 SH   DFND   112,385 0 999
AMERICAN EXPRESS CO COM 025816109   24,872,595 82,229 SH   DFND   80,288 0 1,941
AXIS CAP HLDGS LTD SHS G0692U109   5,692,103 56,130 SH   DFND   55,922 0 208
AUTOZONE INC COM 053332102   324,267 96 SH   DFND   89 0 7
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   6,129,300 48,855 SH   DFND   48,749 0 106
BRINKS CO COM 109696104   8,916,740 86,044 SH   DFND   85,327 0 717
BELDEN INC COM 077454106   9,283,317 80,844 SH   DFND   80,134 0 710
BJS WHSL CLUB HLDGS INC COM 05550J101   706,450 7,178 SH   DFND   6,872 0 306
BLACKLINE INC COM 09239B109   5,802,044 156,812 SH   DFND   155,496 0 1,316
TOPBUILD CORP COM 89055F103   5,918,351 16,847 SH   DFND   16,691 0 156
BOOT BARN HLDGS INC COM 099406100   6,949,173 47,480 SH   DFND   47,083 0 397
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   473,711 998 SH   DFND   981 0 17
BRIXMOR PPTY GROUP INC COM 11120U105   248,054 8,613 SH   DFND   7,695 0 918
BOSTON SCIENTIFIC CORP COM 101137107   17,366,173 276,752 SH   DFND   269,775 0 6,977
CARDINAL HEALTH INC COM 14149Y108   36,792,205 174,115 SH   DFND   170,995 0 3,120
CAMTEK LTD ORD M20791105   942,559 6,217 SH   DFND   6,103 0 114
CASEYS GEN STORES INC COM 147528103   778,082 1,069 SH   DFND   1,050 0 19
CHUBB LIMITED COM H1467J104   276,389 848 SH   DFND   837 0 11
CBOE GLOBAL MKTS INC COM 12503M108   298,496 1,062 SH   DFND   1,049 0 13
CBRE GROUP INC CL A 12504L109   312,295 2,305 SH   DFND   2,151 0 154
CROWN HLDGS INC COM 228368106   853,128 8,510 SH   DFND   8,363 0 147
CARNIVAL CORP UNIT 99/99/9999 143658300   23,723,592 916,677 SH   DFND   891,562 0 25,115
CADENCE DESIGN SYSTEM INC COM 127387108   1,000,576 3,601 SH   DFND   3,539 0 62
CENTURY ALUM CO COM 156431108   435,186 7,415 SH   DFND   7,415 0 0
COLGATE PALMOLIVE CO COM 194162103   233,443 2,723 SH   DFND   2,690 0 33
COMCAST CORP NEW CL A 20030N101   363,296 12,654 SH   DFND   12,441 0 213
CENTERPOINT ENERGY INC COM 15189T107   305,486 7,078 SH   DFND   6,997 0 81
CENCORA INC COM 03073E105   578,703 1,842 SH   DFND   1,754 0 88
COSTCO WHSL CORP NEW COM 22160K105   35,591,107 35,719 SH   DFND   35,004 0 715
CORPAY INC COM SHS 219948106   517,089 1,777 SH   DFND   1,678 0 99
CATALYST PHARMACEUTICALS INC COM 14888U101   11,023,523 445,215 SH   DFND   441,278 0 3,937
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   7,235,030 77,075 SH   DFND   76,007 0 1,068
CRH PLC ORD G25508105   5,843,662 55,590 SH   DFND   55,362 0 229
SALESFORCE INC COM 79466L302   24,917,362 133,483 SH   DFND   130,946 0 2,537
CISCO SYS INC COM 17275R102   934,915 12,053 SH   DFND   11,875 0 178
CARLISLE COS INC COM 142339100   731,962 2,194 SH   DFND   2,116 0 78
CONSTELLIUM SE CL A SHS F21107101   1,381,986 56,224 SH   DFND   54,861 0 1,363
CINTAS CORP COM 172908105   1,016,352 6,009 SH   DFND   6,009 0 0
CARETRUST REIT INC COM 14174T107   10,939,732 298,492 SH   DFND   295,305 0 3,187
ADTALEM GLOBAL ED INC COM 00737L103   8,450,361 73,322 SH   DFND   72,682 0 640
CONSOLIDATED WATER CO INC ORD G23773107   864,266 26,095 SH   DFND   25,183 0 912
CUSHMAN AND WAKEFIELD LTD COMMON SHARES G2717C106   855,307 69,764 SH   DFND   68,427 0 1,337
DONALDSON INC COM 257651109   822,221 9,688 SH   DFND   9,530 0 158
DOLE PLC ORD SHS G27907107   742,508 51,960 SH   DFND   49,428 0 2,532
DYNATRACE INC COM NEW 268150109   26,090,992 705,543 SH   DFND   690,593 0 14,950
DYCOM INDS INC COM 267475101   7,338,841 21,660 SH   DFND   21,469 0 191
ELECTRONIC ARTS INC COM 285512109   708,244 3,474 SH   DFND   3,411 0 63
ECOLAB INC COM 278865100   277,471 1,043 SH   DFND   1,043 0 0
ENERFLEX LTD COM 29269R105   1,569,900 75,043 SH   DFND   71,870 0 3,173
EASTGROUP PPTYS INC COM 277276101   262,458 1,418 SH   DFND   1,270 0 148
E L F BEAUTY INC COM 26856L103   4,331,191 71,460 SH   DFND   70,827 0 633
EMCOR GROUP INC COM 29084Q100   38,983,077 52,800 SH   DFND   51,792 0 1,008
ENSIGN GROUP INC COM 29358P101   13,418,087 66,591 SH   DFND   65,722 0 869
EOG RES INC COM 26875P101   931,118 6,441 SH   DFND   6,347 0 94
EPR PPTYS COM SH BEN INT 26884U109   220,823 4,420 SH   DFND   3,967 0 453
EQUITY RESIDENTIAL SH BEN INT 29476L107   202,470 3,423 SH   DFND   3,043 0 380
ERO COPPER CORP COM 296006109   1,089,203 40,840 SH   DFND   39,492 0 1,348
ESSENT GROUP LTD COM G3198U102   906,580 15,513 SH   DFND   15,046 0 467
EXLSERVICE HOLDINGS INC COM 302081104   7,697,943 252,806 SH   DFND   250,079 0 2,727
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   327,393 1,404 SH   DFND   1,306 0 98
COMFORT SYS USA INC COM 199908104   40,505,935 29,374 SH   DFND   28,822 0 552
FLEX LTD ORD Y2573F102   9,869,439 150,771 SH   DFND   150,335 0 436
FABRINET SHS G3323L100   9,819,179 18,828 SH   DFND   18,663 0 165
FIRST INDL RLTY TR INC COM 32054K103   232,557 4,020 SH   DFND   3,582 0 438
TECHNIPFMC PLC COM G87110105   10,149,093 146,812 SH   DFND   146,199 0 613
FORTINET INC COM 34959E109   757,212 9,266 SH   DFND   9,176 0 90
GENPACT LIMITED SHS G3922B107   749,364 20,117 SH   DFND   19,799 0 318
GENERAL DYNAMICS CORP COM 369550108   540,228 1,574 SH   DFND   1,546 0 28
GILDAN ACTIVEWEAR INC COM 375916103   6,583,302 118,298 SH   DFND   117,908 0 390
GAMING & LEISURE PPTYS INC COM 36467J108   215,816 4,864 SH   DFND   4,330 0 534
ALPHABET INC CAP STK CL C 02079K107   2,771,454 9,660 SH   DFND   9,660 0 0
ALPHABET INC CAP STK CL A 02079K305   42,303,881 147,113 SH   DFND   143,683 0 3,430
GROUP 1 AUTOMOTIVE INC COM 398905109   7,357,889 22,291 SH   DFND   22,106 0 185
GSK PLC SPONSORED ADR 37733W204   6,436,984 116,633 SH   DFND   116,188 0 445
GARRETT MOTION INC COM 366505105   1,237,977 68,133 SH   DFND   65,449 0 2,684
WW GRAINGER INC COM 384802104   34,609,042 31,728 SH   DFND   31,170 0 558
HALOZYME THERAPEUTICS INC COM 40637H109   30,472,996 471,499 SH   DFND   462,427 0 9,072
HUDBAY MINERALS INC COM 443628102   7,140,198 341,636 SH   DFND   340,592 0 1,044
HCA HEALTHCARE INC COM 40412C101   2,192,407 4,634 SH   DFND   4,604 0 30
HOME DEPOT INC COM 437076102   264,472 804 SH   DFND   797 0 7
HOULIHAN LOKEY INC CL A 441593100   21,726,180 151,275 SH   DFND   147,604 0 3,671
HEALTHEQUITY INC COM 42226A107   8,216,101 98,314 SH   DFND   96,887 0 1,427
HERSHEY CO COM 427866108   37,014,442 178,048 SH   DFND   174,590 0 3,458
H WORLD GROUP LTD SPONSORED ADS 44332N106   7,996,337 159,005 SH   DFND   158,811 0 194
HURON CONSULTING GROUP INC COM 447462102   9,386,579 73,626 SH   DFND   72,719 0 907
INTERNATIONAL BUSINESS MACHS COM 459200101   278,264 1,148 SH   DFND   1,138 0 10
ICICI BANK LIMITED ADR 45104G104   5,403,828 208,642 SH   DFND   208,069 0 573
IES HLDGS INC COM 44951W106   10,314,623 21,648 SH   DFND   21,458 0 190
INTERCORP FINL SVCS INC SHS P5626F128   1,168,154 23,270 SH   DFND   22,420 0 850
IMAX CORP COM 45245E109   12,238,954 321,993 SH   DFND   318,887 0 3,106
CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW 16965P202   1,258,740 35,180 SH   DFND   33,864 0 1,316
INNODATA INC COM NEW 457642205   7,270,022 188,245 SH   DFND   185,845 0 2,400
INTUIT COM 461202103   29,412,582 68,025 SH   DFND   66,917 0 1,108
ITURAN LOCATION AND CONTROL SHS M6158M104   1,013,037 20,670 SH   DFND   19,689 0 981
ILLINOIS TOOL WKS INC COM 452308109   23,883,906 91,759 SH   DFND   89,363 0 2,396
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   9,673,330 51,168 SH   DFND   51,005 0 163
JABIL INC COM 466313103   40,651,613 153,038 SH   DFND   150,282 0 2,756
JONES LANG LASALLE INC COM 48020Q107   34,448,195 113,197 SH   DFND   111,073 0 2,124
JPMORGAN CHASE & CO. COM 46625H100   856,300 2,911 SH   DFND   2,864 0 47
KEYSIGHT TECHNOLOGIES INC COM 49338L103   426,703 1,511 SH   DFND   1,423 0 88
KLA CORP COM NEW 482480100   41,109,977 27,920 SH   DFND   27,416 0 504
KAMADA LTD SHS M6240T109   1,050,014 125,901 SH   DFND   123,340 0 2,561
KINSALE CAP GROUP INC COM 49714P108   8,457,452 24,754 SH   DFND   24,395 0 359
COCA-COLA FEMSA SAB DE CV SPONS ADS REP 191241108   978,914 10,035 SH   DFND   9,764 0 271
KT CORP SPONSORED ADR 48268K101   6,756,349 314,981 SH   DFND   314,080 0 901
LINCOLN ELEC HLDGS INC COM 533900106   293,665 1,179 SH   DFND   1,078 0 101
LINDE PLC SHS G54950103   250,359 505 SH   DFND   499 0 6
LIMBACH HLDGS INC COM 53263P105   8,181,825 104,828 SH   DFND   103,961 0 867
LOWES COS INC COM 548661107   31,316,132 132,538 SH   DFND   130,046 0 2,492
LAM RESEARCH CORP COM NEW 512807306   33,062,652 154,744 SH   DFND   151,783 0 2,961
STRIDE INC COM 86333M108   7,511,290 85,191 SH   DFND   84,431 0 760
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   8,973,956 333,109 SH   DFND   328,663 0 4,446
MASTERCARD INCORPORATED CL A 57636Q104   31,422,558 62,888 SH   DFND   61,691 0 1,197
MARRIOTT INTL INC NEW CL A 571903202   24,039,462 73,501 SH   DFND   71,717 0 1,784
MCKESSON CORP COM 58155Q103   32,440,248 37,488 SH   DFND   36,775 0 713
MOODYS CORP COM 615369105   26,823,447 61,486 SH   DFND   60,243 0 1,243
MEDPACE HLDGS INC COM 58506Q109   11,761,774 24,494 SH   DFND   24,239 0 255
METHANEX CORP COM 59151K108   1,249,506 20,986 SH   DFND   20,592 0 394
META PLATFORMS INC CL A 30303M102   32,892,886 57,492 SH   DFND   56,369 0 1,123
MERIT MED SYS INC COM 589889104   8,447,440 122,551 SH   DFND   120,861 0 1,690
ALTRIA GROUP INC COM 02209S103   294,183 4,458 SH   DFND   4,416 0 42
MODINE MFG CO COM 607828100   11,576,215 53,418 SH   DFND   52,656 0 762
MARATHON PETE CORP COM 56585A102   314,260 1,287 SH   DFND   1,271 0 16
MAREX GROUP PLC ORD G5S37H101   8,510,303 190,900 SH   DFND   189,664 0 1,236
MICROSOFT CORP COM 594918104   33,319,149 90,010 SH   DFND   88,380 0 1,630
MOTOROLA SOLUTIONS INC COM NEW 620076307   35,970,621 82,887 SH   DFND   81,326 0 1,561
NEUROCRINE BIOSCIENCES INC COM 64125C109   32,457,768 246,377 SH   DFND   241,527 0 4,850
NETFLIX INC COM 64110L106   34,430,081 358,087 SH   DFND   351,465 0 6,622
NATIONAL HEALTH INVS INC COM 63633D104   256,003 3,166 SH   DFND   2,841 0 325
NMI HLDGS INC COM 629209305   8,531,875 227,456 SH   DFND   225,544 0 1,912
NORTH AMERN CONSTR GROUP LTD COM 656811106   888,157 65,887 SH   DFND   63,018 0 2,869
SERVICENOW INC COM 81762P102   28,194,165 269,672 SH   DFND   265,881 0 3,791
NRG ENERGY INC COM NEW 629377508   25,261,408 172,858 SH   DFND   168,121 0 4,737
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208   1,016,328 19,366 SH   DFND   18,857 0 509
NETEASE INC SPONSORED ADS 64110W102   3,249,232 29,027 SH   DFND   28,981 0 46
NVIDIA CORPORATION COM 67066G104   287,411 1,648 SH   DFND   1,400 0 248
NXP SEMICONDUCTORS N V COM N6596X109   4,401,542 22,359 SH   DFND   22,281 0 78
NEXTPOWER INC CLASS A COM 65290E101   11,288,061 93,638 SH   DFND   92,334 0 1,304
OMEGA HEALTHCARE INVS INC COM 681936100   229,442 5,236 SH   DFND   4,665 0 571
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102   1,061,597 9,253 SH   DFND   9,081 0 172
OREILLY AUTOMOTIVE INC COM 67103H107   2,325,274 25,190 SH   DFND   24,973 0 217
ONESPAWORLD HOLDINGS LIMITED COM P73684113   1,132,055 49,327 SH   DFND   48,400 0 927
PAGSEGURO DIGITAL LTD COM CL A G68707101   907,862 90,605 SH   DFND   87,470 0 3,135
PEGASYSTEMS INC COM 705573103   21,596,613 507,439 SH   DFND   495,800 0 11,639
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   218,246 2,422 SH   DFND   2,391 0 31
PROCTER AND GAMBLE CO COM 742718109   207,266 1,435 SH   DFND   1,419 0 16
PROGRESSIVE CORP COM 743315103   601,658 3,035 SH   DFND   2,986 0 49
PARKER-HANNIFIN CORP COM 701094104   355,410 397 SH   DFND   391 0 6
PALOMAR HLDGS INC COM 69753M105   10,690,709 89,462 SH   DFND   88,298 0 1,164
PRIMORIS SVCS CORP COM 74164F103   9,538,765 66,686 SH   DFND   66,134 0 552
PRIVIA HEALTH GROUP INC COM 74276R102   8,378,326 407,308 SH   DFND   403,723 0 3,585
PEARSON PLC SPONSORED ADR 705015105   4,854,707 369,742 SH   DFND   368,519 0 1,223
PTC INC COM 69370C100   28,045,666 196,826 SH   DFND   192,973 0 3,853
QUALCOMM INC COM 747525103   487,190 3,783 SH   DFND   3,720 0 63
QUALYS INC COM 74758T303   4,201,602 47,827 SH   DFND   47,401 0 426
Q2 HLDGS INC COM 74736L109   6,082,212 128,588 SH   DFND   127,464 0 1,124
ROYAL CARIBBEAN GROUP COM V7780T103   515,067 1,872 SH   DFND   1,788 0 84
RADWARE LTD ORD M81873107   899,196 34,164 SH   DFND   33,499 0 665
RILEY EXPLORATION PERMIAN IN COM 76665T102   398,180 10,924 SH   DFND   10,924 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   213,974 2,319 SH   DFND   2,060 0 259
RALPH LAUREN CORP CL A 751212101   289,984 843 SH   DFND   833 0 10
RAMBUS INC DEL COM 750917106   9,101,544 105,795 SH   DFND   104,864 0 931
ROCKWELL AUTOMATION INC COM 773903109   32,344,028 90,125 SH   DFND   88,438 0 1,687
ROSS STORES INC COM 778296103   872,802 4,029 SH   DFND   3,963 0 66
SANMINA CORPORATION COM 801056102   7,664,446 59,121 SH   DFND   58,585 0 536
SCHWAB CHARLES CORP COM 808513105   32,379,358 344,535 SH   DFND   338,219 0 6,316
SPROUTS FMRS MKT INC COM 85208M102   9,251,435 119,946 SH   DFND   118,222 0 1,724
SHELL PLC SPON ADS 780259305   7,162,135 77,012 SH   DFND   76,751 0 261
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   1,255,514 11,181 SH   DFND   10,971 0 210
TANGER INC COM 875465106   224,302 6,601 SH   DFND   5,856 0 745
SYNOPSYS INC COM 871607107   272,778 688 SH   DFND   652 0 36
SANOFI SA SPONSORED ADR 80105N105   4,454,534 92,456 SH   DFND   92,079 0 377
SONY GROUP CORP SPONSORED ADR 835699307   5,305,752 256,317 SH   DFND   255,443 0 874
SIMON PPTY GROUP INC NEW COM 828806109   1,198,642 6,426 SH   DFND   6,197 0 229
SPS COMM INC COM 78463M107   5,273,285 94,724 SH   DFND   93,921 0 803
STERLING INFRASTRUCTURE INC COM 859241101   12,663,653 31,094 SH   DFND   30,693 0 401
SYNCHRONY FINANCIAL COM 87165B103   550,690 8,096 SH   DFND   7,951 0 145
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   8,542,662 283,621 SH   DFND   283,283 0 338
TENET HEALTHCARE CORP COM NEW 88033G407   967,705 5,128 SH   DFND   5,041 0 87
MILLICOM INTL CELLULAR S A COM STK L6388F110   11,901,871 158,819 SH   DFND   157,634 0 1,185
TJX COS INC NEW COM 872540109   33,421,430 209,276 SH   DFND   205,242 0 4,034
TRANSMEDICS GROUP INC COM 89377M109   9,299,110 93,543 SH   DFND   92,308 0 1,235
THERMO FISHER SCIENTIFIC INC COM 883556102   370,011 753 SH   DFND   753 0 0
T-MOBILE US INC COM 872590104   253,926 1,209 SH   DFND   1,196 0 13
TAPESTRY INC COM 876030107   32,988,021 233,775 SH   DFND   229,328 0 4,447
TRAVELERS COMPANIES INC COM 89417E109   294,597 1,010 SH   DFND   998 0 12
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   9,328,426 53,159 SH   DFND   52,800 0 359
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   12,779,799 37,816 SH   DFND   37,726 0 90
TRADEWEB MKTS INC CL A 892672106   32,219,659 273,837 SH   DFND   268,595 0 5,242
UBER TECHNOLOGIES INC COM 90353T100   28,105,996 390,741 SH   DFND   383,423 0 7,318
UFP TECHNOLOGIES INC COM 902673102   8,496,136 43,885 SH   DFND   43,315 0 570
ULTA BEAUTY INC COM 90384S303   28,552,925 54,625 SH   DFND   53,613 0 1,012
UNION PAC CORP COM 907818108   297,840 1,228 SH   DFND   1,228 0 0
VISA INC COM CL A 92826C839   30,462,084 100,788 SH   DFND   98,808 0 1,980
VERMILION ENERGY INC COM 923725105   979,744 71,099 SH   DFND   69,766 0 1,333
VICI PPTYS INC COM 925652109   208,260 7,623 SH   DFND   6,826 0 797
VITAL FARMS INC COM 92847W103   3,972,055 281,307 SH   DFND   277,463 0 3,844
VERTEX PHARMACEUTICALS INC COM 92532F100   478,854 1,072 SH   DFND   1,072 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718   217,810 1,494 SH   DFND   1,494 0 0
VENTAS INC COM 92276F100   266,930 3,264 SH   DFND   2,908 0 356
WAYSTAR HLDG CORP COM 946784105   6,548,300 271,601 SH   DFND   269,188 0 2,413
WELLTOWER INC COM 95040Q104   231,123 1,169 SH   DFND   1,041 0 128
GENEDX HOLDINGS CORP COM CL A 81663L200   4,301,263 66,977 SH   DFND   65,976 0 1,001
WASTE MGMT INC DEL COM 94106L109   499,763 2,175 SH   DFND   2,161 0 14
WALMART INC COM 931142103   1,034,631 8,325 SH   DFND   8,193 0 132
EXXON MOBIL CORP COM 30231G102   802,152 4,728 SH   DFND   4,642 0 86
ERMENEGILDO ZEGNA N V ORD SHS N30577105   965,153 92,625 SH   DFND   90,905 0 1,720
ZOETIS INC CL A 98978V103   32,148,125 271,958 SH   DFND   266,553 0 5,405