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   6,430,666 358,654 SH   DFND 1, 2 304,732 0 53,922
ATS CORPORATION COM 00217Y104   3,241,724 96,323 SH   DFND 1, 2 80,902 0 15,421
ABBOTT LABS COM 002824100   15,725,429 138,355 SH   DFND 1, 2 117,102 0 21,253
ABBVIE INC COM 00287Y109   7,023,779 38,571 SH   DFND 1, 2 32,613 0 5,958
ADOBE INC COM 00724F101   1,741,879 3,452 SH   DFND 1, 2 2,957 0 495
AIRBNB INC COM CL A 009066101   15,201,559 92,153 SH   DFND 1, 2 77,314 0 14,839
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   9,747,727 65,224 SH   DFND 1, 2 54,932 0 10,292
ALPHABET INC CAP STK CL C 02079K107   34,163,642 224,377 SH   DFND 1, 2 187,971 0 36,406
ALPHABET INC CAP STK CL A 02079K305   32,684,042 216,551 SH   DFND 1, 2 181,524 0 35,027
AMAZON COM INC COM 023135106   32,419,156 179,727 SH   DFND 1, 2 150,595 0 29,132
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   12,132,732 650,200 SH   DFND 1, 2 549,483 0 100,717
APPLE INC COM 037833100   18,641,762 108,711 SH   DFND 1, 2 91,028 0 17,683
APPLIED MATLS INC COM 038222105   7,778,996 37,720 SH   DFND 1, 2 31,509 0 6,211
ARISTA NETWORKS INC COM 040413106   9,152,929 31,564 SH   DFND 1, 2 26,371 0 5,193
ASTRAZENECA PLC SPONSORED ADR 046353108   2,955,255 43,620 SH   DFND 1, 2 38,677 0 4,943
BAKER HUGHES COMPANY CL A 05722G100   3,477,401 103,803 SH   DFND 1, 2 87,316 0 16,487
BANK AMERICA CORP COM 060505104   10,649,415 280,839 SH   DFND 1, 2 234,368 0 46,471
BEIGENE LTD SPONSORED ADR 07725L102   11,709,545 74,874 SH   DFND 1, 2 62,765 0 12,109
BIONTECH SE SPONSORED ADS 09075V102   2,110,127 22,874 SH   DFND 1, 2 19,443 0 3,431
BLACKROCK INC COM 09247X101   8,543,758 10,248 SH   DFND 1, 2 8,528 0 1,720
BLACKSTONE INC COM 09260D107   13,589,438 103,444 SH   DFND 1, 2 86,744 0 16,700
BOEING CO COM 097023105   2,614,243 13,546 SH   DFND 1, 2 11,249 0 2,297
BOOKING HOLDINGS INC COM 09857L108   27,651,701 7,622 SH   DFND 1, 2 6,396 0 1,226
BOSTON SCIENTIFIC CORP COM 101137107   4,363,224 63,706 SH   DFND 1, 2 54,048 0 9,658
BRISTOL-MYERS SQUIBB CO COM 110122108   10,970,946 202,304 SH   DFND 1, 2 172,549 0 29,755
BROADCOM INC COM 11135F101   85,862,711 64,782 SH   DFND 1, 2 54,202 0 10,580
BROOKFIELD CORP CL A LTD VT SH 11271J107   4,745,462 113,338 SH   DFND 1, 2 97,099 0 16,239
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   6,805,475 161,958 SH   DFND 1, 2 136,805 0 25,153
CME GROUP INC COM 12572Q105   13,472,633 62,579 SH   DFND 1, 2 52,744 0 9,835
CANADIAN NATL RY CO COM 136375102   5,809,931 44,115 SH   DFND 1, 2 37,988 0 6,127
CANADIAN NAT RES LTD COM 136385101   5,450,934 71,445 SH   DFND 1, 2 59,858 0 11,587
CANADIAN PACIFIC KANSAS CITY COM 13646K108   19,371,214 219,703 SH   DFND 1, 2 184,983 0 34,720
CARRIER GLOBAL CORPORATION COM 14448C104   32,530,013 559,608 SH   DFND 1, 2 468,135 0 91,473
CATERPILLAR INC COM 149123101   39,989,239 109,132 SH   DFND 1, 2 91,290 0 17,842
CELANESE CORP DEL COM 150870103   5,203,577 30,278 SH   DFND 1, 2 25,522 0 4,756
CENOVUS ENERGY INC COM 15135U109   13,028,532 651,621 SH   DFND 1, 2 545,437 0 106,184
DAYFORCE INC COM 15677J108   3,649,561 55,121 SH   DFND 1, 2 46,941 0 8,180
CHART INDS INC COM 16115Q308   3,321,744 20,166 SH   DFND 1, 2 17,052 0 3,114
CITIGROUP INC COM NEW 172967424   4,624,615 73,128 SH   DFND 1, 2 61,014 0 12,114
CLOUDFLARE INC CL A COM 18915M107   10,222,827 105,575 SH   DFND 1, 2 88,528 0 17,047
CONCENTRIX CORP COM 20602D101   1,212,157 18,305 SH   DFND 1, 2 16,019 0 2,286
CONOCOPHILLIPS COM 20825C104   6,183,517 48,582 SH   DFND 1, 2 40,866 0 7,716
COPART INC COM 217204106   14,746,664 254,604 SH   DFND 1, 2 211,176 0 43,428
CORPAY INC COM SHS 219948106   1,183,559 3,836 SH   DFND 1, 2 3,417 0 419
CORTEVA INC COM 22052L104   2,575,427 44,658 SH   DFND 1, 2 37,853 0 6,805
COSTCO WHSL CORP NEW COM 22160K105   27,277,280 37,232 SH   DFND 1, 2 31,274 0 5,958
DANAHER CORPORATION COM 235851102   24,176,642 96,815 SH   DFND 1, 2 81,085 0 15,730
DELL TECHNOLOGIES INC CL C 24703L202   3,166,667 27,751 SH   DFND 1, 2 23,237 0 4,514
DELTA AIR LINES INC DEL COM NEW 247361702   7,318,461 152,882 SH   DFND 1, 2 130,792 0 22,090
DIEBOLD NIXDORF INC COM SHS 253651202   1,142,409 33,171 SH   DFND 1, 2 33,171 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   4,870,215 50,965 SH   DFND 1, 2 43,480 0 7,485
ELECTRONIC ARTS INC COM 285512109   8,080,664 60,908 SH   DFND 1, 2 51,825 0 9,083
EPAM SYS INC COM 29414B104   1,962,393 7,106 SH   DFND 1, 2 5,888 0 1,218
EQUIFAX INC COM 294429105   11,404,913 42,632 SH   DFND 1, 2 35,756 0 6,876
EQUINIX INC COM 29444U700   1,591,236 1,928 SH   DFND 1, 2 806 0 1,122
ETSY INC COM 29786A106   1,227,064 17,856 SH   DFND 1, 2 15,506 0 2,350
META PLATFORMS INC CL A 30303M102   119,474,046 246,044 SH   DFND 1, 2 206,015 0 40,029
FEDEX CORP COM 31428X106   8,316,697 28,704 SH   DFND 1, 2 24,219 0 4,485
FORTIVE CORP COM 34959J108   3,919,845 45,569 SH   DFND 1, 2 38,167 0 7,402
FREEPORT-MCMORAN INC CL B 35671D857   12,064,580 256,584 SH   DFND 1, 2 215,065 0 41,519
GALLAGHER ARTHUR J & CO COM 363576109   13,705,943 54,815 SH   DFND 1, 2 46,299 0 8,516
GENERAL ELECTRIC CO COM NEW 369604301   13,918,125 79,292 SH   DFND 1, 2 66,392 0 12,900
GENERAL MLS INC COM 370334104   2,980,022 42,590 SH   DFND 1, 2 40,220 0 2,370
GERDAU SA SPON ADR REP PFD 373737105   4,829,557 1,092,660 SH   DFND 1, 2 916,212 0 176,448
GILEAD SCIENCES INC COM 375558103   4,828,567 65,919 SH   DFND 1, 2 55,496 0 10,423
GODADDY INC CL A 380237107   6,778,527 57,116 SH   DFND 1, 2 48,535 0 8,581
GOLDMAN SACHS GROUP INC COM 38141G104   4,224,099 10,113 SH   DFND 1, 2 8,505 0 1,608
GRIFOLS S A SP ADR REP B NVT 398438408   2,726,175 408,110 SH   DFND 1, 2 347,796 0 60,314
HEICO CORP NEW COM 422806109   5,793,985 30,335 SH   DFND 1, 2 25,972 0 4,363
HILTON WORLDWIDE HLDGS INC COM 43300A203   19,157,584 89,811 SH   DFND 1, 2 76,740 0 13,071
HOME DEPOT INC COM 437076102   27,183,430 70,864 SH   DFND 1, 2 59,369 0 11,495
HOWMET AEROSPACE INC COM 443201108   5,902,088 86,250 SH   DFND 1, 2 74,577 0 11,673
ITT INC COM 45073V108   3,339,264 24,548 SH   DFND 1, 2 20,674 0 3,874
ICICI BANK LIMITED ADR 45104G104   11,958,395 452,798 SH   DFND 1, 2 383,861 0 68,937
INGERSOLL RAND INC COM 45687V106   11,356,210 119,602 SH   DFND 1, 2 100,135 0 19,467
INTUITIVE SURGICAL INC COM NEW 46120E602   24,455,437 61,278 SH   DFND 1, 2 51,303 0 9,975
JPMORGAN CHASE & CO COM 46625H100   37,443,081 186,935 SH   DFND 1, 2 156,482 0 30,453
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,156,324 13,789 SH   DFND 1, 2 11,536 0 2,253
L3HARRIS TECHNOLOGIES INC COM 502431109   3,932,547 18,454 SH   DFND 1, 2 15,910 0 2,544
ELI LILLY & CO COM 532457108   56,373,315 72,463 SH   DFND 1, 2 60,701 0 11,762
LULULEMON ATHLETICA INC COM 550021109   3,274,819 8,383 SH   DFND 1, 2 7,026 0 1,357
MASTERCARD INCORPORATED CL A 57636Q104   20,600,601 42,778 SH   DFND 1, 2 35,873 0 6,905
MCDONALDS CORP COM 580135101   7,178,729 25,461 SH   DFND 1, 2 22,694 0 2,767
MERCADOLIBRE INC COM 58733R102   10,644,198 7,040 SH   DFND 1, 2 5,915 0 1,125
METTLER TOLEDO INTERNATIONAL COM 592688105   10,264,246 7,710 SH   DFND 1, 2 6,483 0 1,227
MICROSOFT CORP COM 594918104   139,144,726 330,730 SH   DFND 1, 2 277,192 0 53,538
MICRON TECHNOLOGY INC COM 595112103   3,762,577 31,916 SH   DFND 1, 2 26,861 0 5,055
MONDELEZ INTL INC CL A 609207105   10,253,180 146,474 SH   DFND 1, 2 128,591 0 17,883
MONSTER BEVERAGE CORP NEW COM 61174X109   11,380,041 191,971 SH   DFND 1, 2 165,223 0 26,748
MORGAN STANLEY COM NEW 617446448   2,625,746 27,886 SH   DFND 1, 2 22,927 0 4,959
MOTOROLA SOLUTIONS INC COM NEW 620076307   18,925,759 53,315 SH   DFND 1, 2 44,841 0 8,474
NETFLIX INC COM 64110L106   41,764,262 68,767 SH   DFND 1, 2 57,647 0 11,120
NICE LTD SPONSORED ADR 653656108   911,909 3,499 SH   DFND 1, 2 0 0 3,499
NIKE INC CL B 654106103   8,171,185 86,946 SH   DFND 1, 2 73,424 0 13,522
NORTHROP GRUMMAN CORP COM 666807102   1,679,618 3,509 SH   DFND 1, 2 0 0 3,509
NOVO-NORDISK A S ADR 670100205   3,610,736 28,121 SH   DFND 1, 2 24,673 0 3,448
NVIDIA CORPORATION COM 67066G104   52,027,888 57,581 SH   DFND 1, 2 48,141 0 9,440
ON SEMICONDUCTOR CORP COM 682189105   9,360,120 127,262 SH   DFND 1, 2 106,610 0 20,652
PFIZER INC COM 717081103   6,042,202 217,737 SH   DFND 1, 2 182,613 0 35,124
PHILIP MORRIS INTL INC COM 718172109   6,827,248 74,517 SH   DFND 1, 2 31,070 0 43,447
REGAL REXNORD CORPORATION COM 758750103   3,595,516 19,964 SH   DFND 1, 2 16,781 0 3,183
REGENERON PHARMACEUTICALS COM 75886F107   29,868,952 31,033 SH   DFND 1, 2 26,035 0 4,998
RESTAURANT BRANDS INTL INC COM 76131D103   13,563,148 170,713 SH   DFND 1, 2 147,273 0 23,440
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   18,087,956 124,239 SH   DFND 1, 2 105,676 0 18,563
S&P GLOBAL INC COM 78409V104   11,363,770 26,710 SH   DFND 1, 2 22,384 0 4,326
SALESFORCE INC COM 79466L302   26,657,743 88,511 SH   DFND 1, 2 74,190 0 14,321
SCHLUMBERGER LTD COM STK 806857108   21,593,057 393,962 SH   DFND 1, 2 329,928 0 64,034
SEMPRA COM 816851109   6,565,765 91,407 SH   DFND 1, 2 80,557 0 10,850
SERVICENOW INC COM 81762P102   16,670,638 21,866 SH   DFND 1, 2 18,314 0 3,552
SHERWIN WILLIAMS CO COM 824348106   20,335,130 58,547 SH   DFND 1, 2 49,083 0 9,464
SHOPIFY INC CL A 82509L107   21,113,635 273,599 SH   DFND 1, 2 229,558 0 44,041
SMARTSHEET INC COM CL A 83200N103   2,870,945 74,570 SH   DFND 1, 2 62,562 0 12,008
BLOCK INC CL A 852234103   4,002,749 47,325 SH   DFND 1, 2 39,820 0 7,505
SYNOPSYS INC COM 871607107   23,641,241 41,367 SH   DFND 1, 2 34,644 0 6,723
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,694,500 18,146 SH   DFND 1, 2 15,530 0 2,616
TC ENERGY CORP COM 87807B107   7,021,735 174,684 SH   DFND 1, 2 146,112 0 28,572
TESLA INC COM 88160R101   49,650,831 282,444 SH   DFND 1, 2 236,796 0 45,648
THERMO FISHER SCIENTIFIC INC COM 883556102   32,501,263 55,920 SH   DFND 1, 2 46,846 0 9,074
TRANSDIGM GROUP INC COM 893641100   19,389,079 15,743 SH   DFND 1, 2 13,466 0 2,277
TRIMBLE INC COM 896239100   6,540,199 101,619 SH   DFND 1, 2 85,176 0 16,443
TRIP COM GROUP LTD ADS 89677Q107   21,321,981 485,805 SH   DFND 1, 2 411,232 0 74,573
UBER TECHNOLOGIES INC COM 90353T100   8,096,807 105,167 SH   DFND 1, 2 88,099 0 17,068
VALE S A SPONSORED ADS 91912E105   8,528,014 699,591 SH   DFND 1, 2 574,429 0 125,162
VERALTO CORP COM SHS 92338C103   3,031,197 34,189 SH   DFND 1, 2 29,561 0 4,628
VERTEX PHARMACEUTICALS INC COM 92532F100   41,615,404 99,556 SH   DFND 1, 2 83,412 0 16,144
VISA INC COM CL A 92826C839   19,253,171 68,988 SH   DFND 1, 2 57,954 0 11,034
WALGREENS BOOTS ALLIANCE INC COM 931427108   6,057,995 279,299 SH   DFND 1, 2 234,264 0 45,035
WARNER MUSIC GROUP CORP COM CL A 934550203   3,850,660 116,616 SH   DFND 1, 2 98,527 0 18,089
WOLFSPEED INC COM 977852102   1,694,746 57,449 SH   DFND 1, 2 48,009 0 9,440
WORKDAY INC CL A 98138H101   2,371,016 8,693 SH   DFND 1, 2 7,367 0 1,326
YUM BRANDS INC COM 988498101   14,848,583 107,094 SH   DFND 1, 2 94,687 0 12,407
ZOETIS INC CL A 98978V103   10,232,467 60,472 SH   DFND 1, 2 50,635 0 9,837
DEUTSCHE BANK A G NAMEN AKT D18190898   8,864,441 563,377 SH   DFND 1, 2 473,194 0 90,183
AON PLC SHS CL A G0403H108   16,254,500 48,707 SH   DFND 1, 2 40,962 0 7,745
ARCH CAP GROUP LTD ORD G0450A105   8,985,908 97,208 SH   DFND 1, 2 82,039 0 15,169
EATON CORP PLC SHS G29183103   3,664,610 11,720 SH   DFND 1, 2 9,814 0 1,906
FLUTTER ENTMT PLC SHS G3643J108   2,179,500 11,036 SH   DFND 1, 2 0 0 11,036
LINDE PLC SHS G54950103   18,678,201 40,227 SH   DFND 1, 2 33,868 0 6,359
BUNGE GLOBAL SA COM SHS H11356104   12,130,782 118,326 SH   DFND 1, 2 99,503 0 18,823
CHUBB LIMITED COM H1467J104   22,265,745 85,925 SH   DFND 1, 2 72,263 0 13,662
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   8,640,643 126,770 SH   DFND 1, 2 106,640 0 20,130
TE CONNECTIVITY LTD SHS H84989104   10,093,018 69,492 SH   DFND 1, 2 57,949 0 11,543
GLOBANT S A COM L44385109   1,399,773 6,933 SH   DFND 1, 2 5,813 0 1,120
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   1,851,350 39,182 SH   DFND 1, 2 33,882 0 5,300
ASML HOLDING N V N Y REGISTRY SHS N07059210   21,769,583 22,432 SH   DFND 1, 2 18,648 0 3,784
FERRARI N V COM N3167Y103   3,769,396 8,647 SH   DFND 1, 2 7,453 0 1,194
ROYAL CARIBBEAN GROUP COM V7780T103   19,228,975 138,328 SH   DFND 1, 2 116,173 0 22,155