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   9,750,577 554,956 SH   DFND 1, 2 525,685 0 29,271
AT&T INC COM 00206R102   214,796 11,240 SH   DFND 1, 2 11,240 0 0
ATS CORPORATION COM 00217Y104   5,320,580 164,439 SH   DFND 1, 2 153,374 0 11,065
ABBOTT LABS COM 002824100   25,384,486 244,293 SH   DFND 1, 2 227,118 0 17,175
ABBVIE INC COM 00287Y109   13,749,729 80,164 SH   DFND 1, 2 76,006 0 4,158
ADOBE INC COM 00724F101   874,420 1,574 SH   DFND 1, 2 1,574 0 0
AIRBNB INC COM CL A 009066101   14,448,216 95,286 SH   DFND 1, 2 86,286 0 9,000
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   26,685,045 109,815 SH   DFND 1, 2 99,356 0 10,459
ALPHABET INC CAP STK CL C 02079K107   62,399,301 340,199 SH   DFND 1, 2 315,030 0 25,169
ALPHABET INC CAP STK CL A 02079K305   61,221,526 336,105 SH   DFND 1, 2 311,424 0 24,681
ALTRIA GROUP INC COM 02209S103   1,166,763 25,615 SH   DFND 1, 2 25,615 0 0
AMAZON COM INC COM 023135106   50,834,219 263,049 SH   DFND 1, 2 241,346 0 21,703
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   19,617,065 1,153,945 SH   DFND 1, 2 1,080,375 0 73,570
AMERICAN EXPRESS CO COM 025816109   318,381 1,375 SH   DFND 1, 2 1,375 0 0
AMETEK INC COM 031100100   9,523,142 57,124 SH   DFND 1, 2 54,365 0 2,759
AMGEN INC COM 031162100   1,424,772 4,560 SH   DFND 1, 2 4,560 0 0
ANALOG DEVICES INC COM 032654105   3,574,323 15,659 SH   DFND 1, 2 15,659 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   375,591 6,459 SH   DFND 1, 2 6,459 0 0
ELEVANCE HEALTH INC COM 036752103   280,142 517 SH   DFND 1, 2 517 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   692,481 5,865 SH   DFND 1, 2 5,865 0 0
APPLE INC COM 037833100   58,750,553 278,941 SH   DFND 1, 2 260,765 0 18,176
APPLIED MATLS INC COM 038222105   9,479,954 40,171 SH   DFND 1, 2 37,185 0 2,986
ARAMARK COM 03852U106   562,963 16,548 SH   DFND 1, 2 16,548 0 0
ARISTA NETWORKS INC COM 040413106   19,388,904 55,321 SH   DFND 1, 2 50,207 0 5,114
ARMSTRONG WORLD INDS INC NEW COM 04247X102   3,300,833 29,149 SH   DFND 1, 2 29,149 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   2,964,478 38,011 SH   DFND 1, 2 34,249 0 3,762
AXON ENTERPRISE INC COM 05464C101   1,625,970 5,526 SH   DFND 1, 2 5,526 0 0
BAKER HUGHES COMPANY CL A 05722G100   4,652,780 132,294 SH   DFND 1, 2 118,983 0 13,311
BANK AMERICA CORP COM 060505104   18,169,481 456,864 SH   DFND 1, 2 414,773 0 42,091
BARRICK GOLD CORP COM 067901108   1,345,576 80,670 SH   DFND 1, 2 80,670 0 0
BEIGENE LTD SPONSORED ADR 07725L102   27,453,275 192,425 SH   DFND 1, 2 184,123 0 8,302
BIONTECH SE SPONSORED ADS 09075V102   2,085,663 25,954 SH   DFND 1, 2 23,471 0 2,483
BLACKROCK INC COM 09247X101   7,413,405 9,416 SH   DFND 1, 2 8,559 0 857
BLACKSTONE INC COM 09260D107   16,842,990 136,050 SH   DFND 1, 2 124,407 0 11,643
BLUE OWL CAPITAL INC COM CL A 09581B103   485,942 27,377 SH   DFND 1, 2 27,377 0 0
BOEING CO COM 097023105   9,030,790 49,617 SH   DFND 1, 2 49,617 0 0
BOOKING HOLDINGS INC COM 09857L108   42,495,011 10,727 SH   DFND 1, 2 9,741 0 986
BOSTON SCIENTIFIC CORP COM 101137107   6,197,072 80,471 SH   DFND 1, 2 73,018 0 7,453
BRISTOL-MYERS SQUIBB CO COM 110122108   2,331,370 56,137 SH   DFND 1, 2 56,137 0 0
BROADCOM INC COM 11135F101   162,015,638 100,911 SH   DFND 1, 2 93,483 0 7,428
BROOKFIELD CORP CL A LTD VT SH 11271J107   5,662,941 136,325 SH   DFND 1, 2 124,812 0 11,513
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   7,417,695 194,946 SH   DFND 1, 2 177,408 0 17,538
THE CIGNA GROUP COM 125523100   356,354 1,078 SH   DFND 1, 2 1,078 0 0
CME GROUP INC COM 12572Q105   19,833,598 100,883 SH   DFND 1, 2 93,960 0 6,923
CMS ENERGY CORP COM 125896100   2,190,287 36,793 SH   DFND 1, 2 36,793 0 0
CSX CORP COM 126408103   2,993,608 89,495 SH   DFND 1, 2 89,495 0 0
CVS HEALTH CORP COM 126650100   1,041,346 17,632 SH   DFND 1, 2 17,632 0 0
CANADIAN NATL RY CO COM 136375102   6,568,129 55,591 SH   DFND 1, 2 50,990 0 4,601
CANADIAN NAT RES LTD COM 136385101   8,313,471 233,437 SH   DFND 1, 2 221,191 0 12,246
CANADIAN PACIFIC KANSAS CITY COM 13646K108   17,967,603 228,218 SH   DFND 1, 2 206,063 0 22,155
CAPITAL ONE FINL CORP COM 14040H105   374,230 2,703 SH   DFND 1, 2 2,703 0 0
CARLYLE GROUP INC COM 14316J108   811,070 20,201 SH   DFND 1, 2 20,201 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   42,931,049 680,581 SH   DFND 1, 2 621,033 0 59,548
CATERPILLAR INC COM 149123101   35,350,238 106,125 SH   DFND 1, 2 96,230 0 9,895
CELANESE CORP DEL COM 150870103   4,844,035 35,911 SH   DFND 1, 2 32,565 0 3,346
CEMEX SAB DE CV SPON ADR NEW 151290889   1,114,097 174,350 SH   DFND 1, 2 174,350 0 0
CENOVUS ENERGY INC COM 15135U109   16,562,154 842,679 SH   DFND 1, 2 785,821 0 56,858
CENTERPOINT ENERGY INC COM 15189T107   3,827,114 123,535 SH   DFND 1, 2 123,535 0 0
DAYFORCE INC COM 15677J108   3,244,386 65,411 SH   DFND 1, 2 59,755 0 5,656
CHART INDS INC COM 16115Q308   3,291,096 22,801 SH   DFND 1, 2 20,606 0 2,195
CHARTER COMMUNICATIONS INC N CL A 16119P108   5,103,247 17,070 SH   DFND 1, 2 17,070 0 0
CHEVRON CORP NEW COM 166764100   5,387,730 34,444 SH   DFND 1, 2 34,444 0 0
CHURCHILL DOWNS INC COM 171484108   1,923,409 13,778 SH   DFND 1, 2 13,778 0 0
CITIGROUP INC COM NEW 172967424   5,609,864 88,400 SH   DFND 1, 2 79,958 0 8,442
CLOUDFLARE INC CL A COM 18915M107   11,430,623 138,001 SH   DFND 1, 2 124,912 0 13,089
COMCAST CORP NEW CL A 20030N101   6,174,866 157,683 SH   DFND 1, 2 157,683 0 0
CONOCOPHILLIPS COM 20825C104   10,025,636 87,652 SH   DFND 1, 2 80,971 0 6,681
CONSTELLATION BRANDS INC CL A 21036P108   4,231,741 16,448 SH   DFND 1, 2 16,448 0 0
CONSTELLATION ENERGY CORP COM 21037T109   3,858,001 19,264 SH   DFND 1, 2 19,264 0 0
COPART INC COM 217204106   16,178,459 298,716 SH   DFND 1, 2 270,171 0 28,545
CORTEVA INC COM 22052L104   3,036,390 56,292 SH   DFND 1, 2 50,941 0 5,351
COSTCO WHSL CORP NEW COM 22160K105   40,570,873 47,731 SH   DFND 1, 2 43,569 0 4,162
COUPANG INC CL A 22266T109   4,680,859 223,430 SH   DFND 1, 2 223,430 0 0
CROWN CASTLE INC COM 22822V101   319,284 3,268 SH   DFND 1, 2 3,268 0 0
D R HORTON INC COM 23331A109   598,671 4,248 SH   DFND 1, 2 4,248 0 0
DANAHER CORPORATION COM 235851102   34,660,691 138,726 SH   DFND 1, 2 127,897 0 10,829
DARDEN RESTAURANTS INC COM 237194105   868,879 5,742 SH   DFND 1, 2 5,742 0 0
DEERE & CO COM 244199105   5,508,427 14,743 SH   DFND 1, 2 13,544 0 1,199
DELL TECHNOLOGIES INC CL C 24703L202   6,417,366 46,533 SH   DFND 1, 2 42,208 0 4,325
DELTA AIR LINES INC DEL COM NEW 247361702   8,928,825 188,213 SH   DFND 1, 2 172,903 0 15,310
DIEBOLD NIXDORF INC COM SHS 253651202   7,930,882 206,104 SH   DFND 1, 2 186,262 0 19,842
DISNEY WALT CO COM 254687106   358,933 3,615 SH   DFND 1, 2 3,615 0 0
DISCOVER FINL SVCS COM 254709108   632,074 4,832 SH   DFND 1, 2 4,832 0 0
DOLLAR GEN CORP NEW COM 256677105   5,534,090 41,852 SH   DFND 1, 2 41,852 0 0
EOG RES INC COM 26875P101   671,642 5,336 SH   DFND 1, 2 5,336 0 0
EQT CORP COM 26884L109   246,952 6,678 SH   DFND 1, 2 6,678 0 0
EAST WEST BANCORP INC COM 27579R104   259,015 3,537 SH   DFND 1, 2 3,537 0 0
EDISON INTL COM 281020107   2,886,475 40,196 SH   DFND 1, 2 40,196 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   5,251,696 56,855 SH   DFND 1, 2 51,573 0 5,282
ELECTRONIC ARTS INC COM 285512109   16,656,623 119,548 SH   DFND 1, 2 110,034 0 9,514
ENTERGY CORP NEW COM 29364G103   1,770,315 16,545 SH   DFND 1, 2 16,545 0 0
EPAM SYS INC COM 29414B104   1,639,379 8,715 SH   DFND 1, 2 7,900 0 815
EQUIFAX INC COM 294429105   14,862,071 61,297 SH   DFND 1, 2 55,697 0 5,600
EQUINIX INC COM 29444U700   8,552,606 11,304 SH   DFND 1, 2 10,605 0 699
EQUITRANS MIDSTREAM CORP COM 294600101   1,269,275 97,787 SH   DFND 1, 2 97,787 0 0
EXTRA SPACE STORAGE INC COM 30225T102   913,966 5,881 SH   DFND 1, 2 5,881 0 0
EXXON MOBIL CORP COM 30231G102   1,031,360 8,959 SH   DFND 1, 2 8,959 0 0
META PLATFORMS INC CL A 30303M102   159,410,161 316,152 SH   DFND 1, 2 288,229 0 27,923
FEDEX CORP COM 31428X106   18,097,443 60,357 SH   DFND 1, 2 57,256 0 3,101
FIFTH THIRD BANCORP COM 316773100   301,115 8,252 SH   DFND 1, 2 8,252 0 0
FISERV INC COM 337738108   990,371 6,645 SH   DFND 1, 2 6,645 0 0
FIRSTENERGY CORP COM 337932107   295,789 7,729 SH   DFND 1, 2 7,729 0 0
FRANCO NEV CORP COM 351858105   630,142 5,316 SH   DFND 1, 2 5,316 0 0
FREEPORT-MCMORAN INC CL B 35671D857   22,723,513 467,562 SH   DFND 1, 2 412,149 0 55,413
GALLAGHER ARTHUR J & CO COM 363576109   21,238,267 81,903 SH   DFND 1, 2 75,195 0 6,708
GE VERNOVA INC COM 36828A101   934,215 5,447 SH   DFND 1, 2 5,447 0 0
GE AEROSPACE COM NEW 369604301   23,135,858 145,536 SH   DFND 1, 2 138,529 0 7,007
GENERAL MLS INC COM 370334104   2,343,910 37,052 SH   DFND 1, 2 37,052 0 0
GENERAL MTRS CO COM 37045V100   595,803 12,824 SH   DFND 1, 2 12,824 0 0
GERDAU SA SPON ADR REP PFD 373737105   5,218,881 1,581,479 SH   DFND 1, 2 1,409,347 0 172,132
GILEAD SCIENCES INC COM 375558103   5,847,287 85,225 SH   DFND 1, 2 78,431 0 6,794
GODADDY INC CL A 380237107   11,595,651 82,998 SH   DFND 1, 2 77,013 0 5,985
GOLDMAN SACHS GROUP INC COM 38141G104   5,807,336 12,839 SH   DFND 1, 2 11,657 0 1,182
GRIFOLS S A SP ADR REP B NVT 398438408   2,757,044 437,279 SH   DFND 1, 2 395,134 0 42,145
HDFC BANK LTD SPONSORED ADS 40415F101   1,111,108 17,272 SH   DFND 1, 2 17,272 0 0
HALLIBURTON CO COM 406216101   1,510,912 44,728 SH   DFND 1, 2 44,728 0 0
HEICO CORP NEW COM 422806109   15,103,514 67,544 SH   DFND 1, 2 62,456 0 5,088
HEICO CORP NEW CL A 422806208   1,658,214 9,341 SH   DFND 1, 2 9,341 0 0
HENRY JACK & ASSOC INC COM 426281101   887,211 5,344 SH   DFND 1, 2 5,344 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   29,041,329 133,095 SH   DFND 1, 2 123,817 0 9,278
HOME DEPOT INC COM 437076102   22,022,410 63,974 SH   DFND 1, 2 58,508 0 5,466
HONEYWELL INTL INC COM 438516106   2,321,607 10,872 SH   DFND 1, 2 10,872 0 0
HOWMET AEROSPACE INC COM 443201108   8,006,525 103,137 SH   DFND 1, 2 91,980 0 11,157
H WORLD GROUP LTD SPONSORED ADS 44332N106   8,159,102 244,871 SH   DFND 1, 2 244,871 0 0
ITT INC COM 45073V108   6,191,985 47,933 SH   DFND 1, 2 44,572 0 3,361
ICICI BANK LIMITED ADR 45104G104   14,847,666 515,365 SH   DFND 1, 2 471,795 0 43,570
INGERSOLL RAND INC COM 45687V106   19,528,420 214,976 SH   DFND 1, 2 200,966 0 14,010
INTEL CORP COM 458140100   266,187 8,595 SH   DFND 1, 2 8,595 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   32,476,274 73,005 SH   DFND 1, 2 66,097 0 6,908
JPMORGAN CHASE & CO. COM 46625H100   55,874,123 276,249 SH   DFND 1, 2 255,490 0 20,759
JOHNSON & JOHNSON COM 478160104   1,948,897 13,334 SH   DFND 1, 2 13,334 0 0
KLA CORP COM NEW 482480100   8,861,009 10,747 SH   DFND 1, 2 10,747 0 0
KKR & CO INC COM 48251W104   713,527 6,780 SH   DFND 1, 2 6,780 0 0
KEURIG DR PEPPER INC COM 49271V100   4,312,508 129,117 SH   DFND 1, 2 129,117 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   4,242,122 31,021 SH   DFND 1, 2 28,048 0 2,973
KOSMOS ENERGY LTD COM 500688106   937,174 169,165 SH   DFND 1, 2 169,165 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   4,676,429 20,823 SH   DFND 1, 2 19,366 0 1,457
LAM RESEARCH CORP COM 512807108   674,050 633 SH   DFND 1, 2 633 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   4,153,782 93,786 SH   DFND 1, 2 93,786 0 0
LENNOX INTL INC COM 526107107   242,881 454 SH   DFND 1, 2 454 0 0
ELI LILLY & CO COM 532457108   79,083,132 87,348 SH   DFND 1, 2 79,679 0 7,669
LINCOLN ELEC HLDGS INC COM 533900106   1,308,407 6,936 SH   DFND 1, 2 6,936 0 0
LULULEMON ATHLETICA INC COM 550021109   3,705,075 12,404 SH   DFND 1, 2 11,264 0 1,140
MSCI INC COM 55354G100   2,107,175 4,374 SH   DFND 1, 2 4,374 0 0
MARSH & MCLENNAN COS INC COM 571748102   10,731,127 50,926 SH   DFND 1, 2 49,033 0 1,893
MARRIOTT INTL INC NEW CL A 571903202   1,798,285 7,438 SH   DFND 1, 2 7,438 0 0
MASTERCARD INCORPORATED CL A 57636Q104   32,264,237 73,135 SH   DFND 1, 2 67,555 0 5,580
MCDONALDS CORP COM 580135101   6,247,912 24,517 SH   DFND 1, 2 22,100 0 2,417
MERCADOLIBRE INC COM 58733R102   35,577,967 21,649 SH   DFND 1, 2 20,273 0 1,376
MERCK & CO INC COM 58933Y105   1,801,661 14,553 SH   DFND 1, 2 14,553 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   13,447,611 9,622 SH   DFND 1, 2 8,775 0 847
MICROSOFT CORP COM 594918104   194,764,720 435,764 SH   DFND 1, 2 399,725 0 36,039
MICRON TECHNOLOGY INC COM 595112103   6,428,923 48,878 SH   DFND 1, 2 45,269 0 3,609
MODERNA INC COM 60770K107   526,181 4,431 SH   DFND 1, 2 4,431 0 0
MODINE MFG CO COM 607828100   380,221 3,795 SH   DFND 1, 2 3,795 0 0
MOLINA HEALTHCARE INC COM 60855R100   620,465 2,087 SH   DFND 1, 2 2,087 0 0
MONDELEZ INTL INC CL A 609207105   9,042,237 138,176 SH   DFND 1, 2 124,144 0 14,032
MONSTER BEVERAGE CORP NEW COM 61174X109   10,516,423 210,539 SH   DFND 1, 2 190,131 0 20,408
MORGAN STANLEY COM NEW 617446448   3,388,918 34,869 SH   DFND 1, 2 31,669 0 3,200
MOTOROLA SOLUTIONS INC COM NEW 620076307   24,381,760 63,157 SH   DFND 1, 2 57,191 0 5,966
NETFLIX INC COM 64110L106   58,053,852 86,021 SH   DFND 1, 2 78,327 0 7,694
NETEASE INC SPONSORED ADS 64110W102   5,670,284 59,325 SH   DFND 1, 2 59,325 0 0
NICE LTD SPONSORED ADR 653656108   2,362,524 13,738 SH   DFND 1, 2 12,375 0 1,363
NIKE INC CL B 654106103   6,238,300 82,769 SH   DFND 1, 2 75,235 0 7,534
NORFOLK SOUTHN CORP COM 655844108   599,200 2,791 SH   DFND 1, 2 2,791 0 0
NORTHROP GRUMMAN CORP COM 666807102   18,438,069 42,294 SH   DFND 1, 2 40,396 0 1,898
NOVO-NORDISK A S ADR 670100205   3,783,895 26,509 SH   DFND 1, 2 23,671 0 2,838
NUCOR CORP COM 670346105   200,762 1,270 SH   DFND 1, 2 1,270 0 0
NVIDIA CORPORATION COM 67066G104   89,592,320 725,209 SH   DFND 1, 2 657,610 0 67,599
ON SEMICONDUCTOR CORP COM 682189105   7,162,310 104,483 SH   DFND 1, 2 94,620 0 9,863
ORACLE CORP COM 68389X105   547,291 3,876 SH   DFND 1, 2 3,876 0 0
PG&E CORP COM 69331C108   724,660 41,504 SH   DFND 1, 2 41,504 0 0
PNC FINL SVCS GROUP INC COM 693475105   2,311,366 14,866 SH   DFND 1, 2 14,866 0 0
PAYCHEX INC COM 704326107   380,696 3,211 SH   DFND 1, 2 3,211 0 0
REVVITY INC COM 714046109   1,238,187 11,808 SH   DFND 1, 2 7,294 0 4,514
PFIZER INC COM 717081103   8,289,495 296,265 SH   DFND 1, 2 269,732 0 26,533
PHILIP MORRIS INTL INC COM 718172109   44,763,439 441,759 SH   DFND 1, 2 418,597 0 23,162
PROCTER AND GAMBLE CO COM 742718109   351,939 2,134 SH   DFND 1, 2 2,134 0 0
PROGRESSIVE CORP COM 743315103   397,557 1,914 SH   DFND 1, 2 1,914 0 0
QUANTA SVCS INC COM 74762E102   571,194 2,248 SH   DFND 1, 2 2,248 0 0
RTX CORPORATION COM 75513E101   3,479,317 34,658 SH   DFND 1, 2 34,658 0 0
REGAL REXNORD CORPORATION COM 758750103   3,241,494 23,972 SH   DFND 1, 2 21,700 0 2,272
REGENERON PHARMACEUTICALS COM 75886F107   49,541,350 47,136 SH   DFND 1, 2 43,233 0 3,903
REPUBLIC SVCS INC COM 760759100   282,959 1,456 SH   DFND 1, 2 1,456 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   12,506,438 177,724 SH   DFND 1, 2 160,566 0 17,158
ROYAL GOLD INC COM 780287108   609,154 4,867 SH   DFND 1, 2 4,867 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   21,627,100 185,736 SH   DFND 1, 2 156,688 0 29,048
S&P GLOBAL INC COM 78409V104   18,451,912 41,372 SH   DFND 1, 2 38,368 0 3,004
SALESFORCE INC COM 79466L302   20,469,788 79,618 SH   DFND 1, 2 73,260 0 6,358
SANDSTORM GOLD LTD COM NEW 80013R206   1,193,128 219,325 SH   DFND 1, 2 219,325 0 0
SCHLUMBERGER LTD COM STK 806857108   23,323,999 494,362 SH   DFND 1, 2 448,182 0 46,180
SEMPRA COM 816851109   9,245,169 121,551 SH   DFND 1, 2 112,683 0 8,868
SERVICENOW INC COM 81762P102   23,596,953 29,996 SH   DFND 1, 2 27,524 0 2,472
SHERWIN WILLIAMS CO COM 824348106   19,022,525 63,742 SH   DFND 1, 2 57,949 0 5,793
SHOPIFY INC CL A 82509L107   25,483,015 385,814 SH   DFND 1, 2 349,825 0 35,989
SMARTSHEET INC COM CL A 83200N103   3,974,473 90,165 SH   DFND 1, 2 81,607 0 8,558
SOUTHWEST AIRLS CO COM 844741108   713,820 24,950 SH   DFND 1, 2 24,950 0 0
STATE STR CORP COM 857477103   2,104,708 28,442 SH   DFND 1, 2 28,442 0 0
SYNOPSYS INC COM 871607107   29,387,633 49,386 SH   DFND 1, 2 44,733 0 4,653
TFI INTL INC COM 87241L109   1,265,703 8,717 SH   DFND 1, 2 8,717 0 0
TJX COS INC NEW COM 872540109   388,103 3,525 SH   DFND 1, 2 3,525 0 0
T-MOBILE US INC COM 872590104   1,747,706 9,920 SH   DFND 1, 2 9,920 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   15,042,386 86,545 SH   DFND 1, 2 86,545 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,149,027 13,821 SH   DFND 1, 2 12,722 0 1,099
TARGET CORP COM 87612E106   1,276,697 8,624 SH   DFND 1, 2 8,624 0 0
TC ENERGY CORP COM 87807B107   13,125,270 346,278 SH   DFND 1, 2 325,984 0 20,294
TESLA INC COM 88160R101   70,585,379 356,708 SH   DFND 1, 2 322,931 0 33,777
TEXAS INSTRS INC COM 882508104   1,802,515 9,266 SH   DFND 1, 2 9,266 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   34,334,664 62,088 SH   DFND 1, 2 56,012 0 6,076
TOAST INC CL A 888787108   1,580,526 61,332 SH   DFND 1, 2 61,332 0 0
TRACTOR SUPPLY CO COM 892356106   3,188,970 11,811 SH   DFND 1, 2 11,811 0 0
TRANSDIGM GROUP INC COM 893641100   22,008,110 17,226 SH   DFND 1, 2 15,509 0 1,717
TRIP COM GROUP LTD ADS 89677Q107   35,234,866 749,678 SH   DFND 1, 2 698,033 0 51,645
UBER TECHNOLOGIES INC COM 90353T100   9,059,271 124,646 SH   DFND 1, 2 112,880 0 11,766
UL SOLUTIONS INC CLASS A COM SHS 903731107   1,182,248 28,022 SH   DFND 1, 2 25,295 0 2,727
UNION PAC CORP COM 907818108   680,590 3,008 SH   DFND 1, 2 3,008 0 0
UNITED AIRLS HLDGS INC COM 910047109   1,622,032 33,334 SH   DFND 1, 2 33,334 0 0
UNITED PARCEL SERVICE INC CL B 911312106   206,507 1,509 SH   DFND 1, 2 1,509 0 0
UNITED RENTALS INC COM 911363109   321,425 497 SH   DFND 1, 2 497 0 0
UNITEDHEALTH GROUP INC COM 91324P102   12,371,962 24,294 SH   DFND 1, 2 24,294 0 0
VALE S A SPONSORED ADS 91912E105   6,023,813 539,285 SH   DFND 1, 2 504,971 0 34,314
VERALTO CORP COM SHS 92338C103   2,772,926 29,045 SH   DFND 1, 2 27,046 0 1,999
VERIZON COMMUNICATIONS INC COM 92343V104   264,307 6,409 SH   DFND 1, 2 6,409 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   58,158,778 124,080 SH   DFND 1, 2 112,865 0 11,215
VESTA REAL ESTATE CORP ADS 92540K109   3,371,806 112,431 SH   DFND 1, 2 112,431 0 0
VICI PPTYS INC COM 925652109   551,005 19,239 SH   DFND 1, 2 19,239 0 0
VISA INC COM CL A 92826C839   36,106,423 137,564 SH   DFND 1, 2 127,668 0 9,896
WALGREENS BOOTS ALLIANCE INC COM 931427108   4,049,672 334,822 SH   DFND 1, 2 304,061 0 30,761
WARNER MUSIC GROUP CORP COM CL A 934550203   4,028,728 131,443 SH   DFND 1, 2 118,882 0 12,561
WASTE CONNECTIONS INC COM 94106B101   1,831,635 10,445 SH   DFND 1, 2 10,445 0 0
WELLS FARGO CO NEW COM 949746101   3,063,396 51,581 SH   DFND 1, 2 51,581 0 0
WELLTOWER INC COM 95040Q104   1,090,142 10,457 SH   DFND 1, 2 10,457 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   893,761 17,050 SH   DFND 1, 2 17,050 0 0
WOLFSPEED INC COM 977852102   1,211,447 53,227 SH   DFND 1, 2 48,486 0 4,741
WORKDAY INC CL A 98138H101   2,059,435 9,212 SH   DFND 1, 2 8,324 0 888
YUM BRANDS INC COM 988498101   13,365,479 100,902 SH   DFND 1, 2 91,329 0 9,573
ZOETIS INC CL A 98978V103   14,109,944 81,391 SH   DFND 1, 2 73,674 0 7,717
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   1,930,995 93,060 SH   DFND 1, 2 56,767 0 36,293
DEUTSCHE BANK A G NAMEN AKT D18190898   16,354,091 1,023,505 SH   DFND 1, 2 926,584 0 96,921
AON PLC SHS CL A G0403H108   16,629,839 56,645 SH   DFND 1, 2 52,830 0 3,815
ARCH CAP GROUP LTD ORD G0450A105   10,757,901 106,630 SH   DFND 1, 2 97,101 0 9,529
BBB FOODS INC CL A COM G0896C103   6,257,738 262,269 SH   DFND 1, 2 262,269 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   5,311,192 17,505 SH   DFND 1, 2 17,063 0 442
BORR DRILLING LTD SHS G1466R173   2,614,566 405,359 SH   DFND 1, 2 405,359 0 0
EATON CORP PLC SHS G29183103   5,126,229 16,349 SH   DFND 1, 2 14,799 0 1,550
FLUTTER ENTMT PLC SHS G3643J108   14,498,437 79,487 SH   DFND 1, 2 61,686 0 17,801
GENPACT LIMITED SHS G3922B107   345,270 10,726 SH   DFND 1, 2 10,726 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   1,796,836 506,151 SH   DFND 1, 2 310,322 0 195,829
LINDE PLC SHS G54950103   25,220,166 57,474 SH   DFND 1, 2 52,857 0 4,617
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   290,850 15,479 SH   DFND 1, 2 15,479 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   697,388 54,103 SH   DFND 1, 2 54,103 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105   1,402,855 116,323 SH   DFND 1, 2 116,323 0 0
GOLAR LNG LTD SHS G9456A100   868,928 27,717 SH   DFND 1, 2 27,717 0 0
BUNGE GLOBAL SA COM SHS H11356104   14,746,966 138,119 SH   DFND 1, 2 125,062 0 13,057
CHUBB LIMITED COM H1467J104   28,218,990 110,628 SH   DFND 1, 2 100,504 0 10,124
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   8,068,716 149,393 SH   DFND 1, 2 135,397 0 13,996
UBS GROUP AG SHS H42097107   1,923,570 65,445 SH   DFND 1, 2 17,056 0 48,389
TE CONNECTIVITY LTD SHS H84989104   7,566,779 50,301 SH   DFND 1, 2 45,780 0 4,521
GLOBANT S A COM L44385109   1,595,070 8,948 SH   DFND 1, 2 8,134 0 814
SPOTIFY TECHNOLOGY S A SHS L8681T102   369,017 1,176 SH   DFND 1, 2 1,176 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   2,160,621 39,710 SH   DFND 1, 2 35,950 0 3,760
ASML HOLDING N V N Y REGISTRY SHS N07059210   42,065,908 41,131 SH   DFND 1, 2 37,447 0 3,684
FERRARI N V COM N3167Y103   6,920,162 16,946 SH   DFND 1, 2 14,803 0 2,143
QIAGEN NV SHS NEW N72482149   1,419,977 34,374 SH   DFND 1, 2 7,954 0 26,420
STELLANTIS N.V SHS N82405106   1,293,256 65,755 SH   DFND 1, 2 65,755 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   10,948,895 130,189 SH   DFND 1, 2 130,189 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   30,869,953 193,627 SH   DFND 1, 2 178,179 0 15,448