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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105 2,937 202,678 SH   DFND 1, 2 147,721 0 54,957
ABBOTT LABS COM 002824100 4,989 54,570 SH   DFND 1, 2 37,942 0 16,628
ACTIVISION BLIZZARD INC COM 00507V109 8,489 111,851 SH   DFND 1, 2 76,691 0 35,160
ADOBE INC COM 00724F101 15,190 34,895 SH   DFND 1, 2 23,959 0 10,936
ADVANCED MICRO DEVICES INC COM 007903107 4,771 90,693 SH   DFND 1, 2 62,035 0 28,658
AGIOS PHARMACEUTICALS INC COM 00847X104 2,864 53,548 SH   DFND 1, 2 36,817 0 16,731
AIR PRODS & CHEMS INC COM 009158106 466 1,929 SH   DFND 1, 2 1,929 0 0
ALPHABET INC CAP STK CL C 02079K107 16,213 11,469 SH   DFND 1, 2 7,161 0 4,308
ALPHABET INC CAP STK CL A 02079K305 17,469 12,319 SH   DFND 1, 2 9,174 0 3,145
ALTERYX INC COM CL A 02156B103 5,395 32,843 SH   DFND 1, 2 22,447 0 10,396
ALTICE USA INC CL A 02156K103 813 36,062 SH   DFND 1, 2 24,828 0 11,234
ALTRIA GROUP INC COM 02209S103 635 16,176 SH   DFND 1, 2 16,176 0 0
AMAZON COM INC COM 023135106 75,382 27,324 SH   DFND 1, 2 18,643 0 8,681
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 6,497 512,003 SH   DFND 1, 2 347,601 0 164,402
AMERICAN TOWER CORP NEW COM 03027X100 4,332 16,756 SH   DFND 1, 2 10,039 0 6,717
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 1,640 55,625 SH   DFND 1, 2 37,900 0 17,725
APPLE INC COM 037833100 5,071 13,900 SH   DFND 1, 2 9,659 0 4,241
APPLIED MATLS INC COM 038222105 920 15,214 SH   DFND 1, 2 9,997 0 5,217
ASTRAZENECA PLC SPONSORED ADR 046353108 939 17,745 SH   DFND 1, 2 17,745 0 0
AUTODESK INC COM 052769106 6,530 27,300 SH   DFND 1, 2 18,679 0 8,621
BAKER HUGHES COMPANY CL A 05722G100 2,765 179,652 SH   DFND 1, 2 121,629 0 58,023
BK OF AMERICA CORP COM 060505104 1,724 72,610 SH   DFND 1, 2 45,705 0 26,905
BARRICK GOLD CORPORATION COM 067901108 1,382 51,281 SH   DFND 1, 2 34,731 0 16,550
BEIGENE LTD SPONSORED ADR 07725L102 9,546 50,671 SH   DFND 1, 2 34,597 0 16,074
BLACKROCK INC COM 09247X101 9,163 16,841 SH   DFND 1, 2 11,447 0 5,394
BOEING CO COM 097023105 3,004 16,388 SH   DFND 1, 2 11,126 0 5,262
BOOKING HOLDINGS INC COM 09857L108 7,302 4,586 SH   DFND 1, 2 3,133 0 1,453
BOSTON SCIENTIFIC CORP COM 101137107 13,904 396,017 SH   DFND 1, 2 270,199 0 125,818
BROADCOM INC COM 11135F101 20,331 64,417 SH   DFND 1, 2 45,562 0 18,855
CDK GLOBAL INC COM 12508E101 1,694 40,899 SH   DFND 1, 2 27,914 0 12,985
CF INDS HLDGS INC COM 125269100 313 11,123 SH   DFND 1, 2 7,627 0 3,496
CME GROUP INC COM 12572Q105 13,748 84,582 SH   DFND 1, 2 61,128 0 23,454
CANADIAN NAT RES LTD COM 136385101 972 56,087 SH   DFND 1, 2 39,002 0 17,085
CELANESE CORP DEL COM 150870103 572 6,625 SH   DFND 1, 2 4,400 0 2,225
CHEVRON CORP NEW COM 166764100 1,513 16,959 SH   DFND 1, 2 15,411 0 1,548
COCA COLA CO COM 191216100 815 18,252 SH   DFND 1, 2 18,252 0 0
COLGATE PALMOLIVE CO COM 194162103 2,590 35,356 SH   DFND 1, 2 24,683 0 10,673
CONOCOPHILLIPS COM 20825C104 2,338 55,632 SH   DFND 1, 2 37,254 0 18,378
COSTCO WHSL CORP NEW COM 22160K105 10,361 34,170 SH   DFND 1, 2 22,680 0 11,490
CREE INC COM 225447101 700 11,818 SH   DFND 1, 2 7,748 0 4,070
CROWN CASTLE INTL CORP NEW COM 22822V101 1,962 11,726 SH   DFND 1, 2 11,726 0 0
CROWN CASTLE INTL CORP NEW 6.875% CON PFD A 22822V309 245 165 SH   DFND 1, 2 165 0 0
DANAHER CORPORATION COM 235851102 7,779 43,992 SH   DFND 1, 2 30,745 0 13,247
DEERE & CO COM 244199105 3,036 19,322 SH   DFND 1, 2 12,905 0 6,417
DELL TECHNOLOGIES INC CL C 24703L202 1,861 33,879 SH   DFND 1, 2 23,209 0 10,670
DIGITAL RLTY TR INC COM 253868103 1,005 7,072 SH   DFND 1, 2 3,925 0 3,147
DOMINOS PIZZA INC COM 25754A201 1,614 4,370 SH   DFND 1, 2 3,204 0 1,166
DOW INC COM 260557103 2,901 71,168 SH   DFND 1, 2 52,389 0 18,779
DUPONT DE NEMOURS INC COM 26614N102 1,674 31,502 SH   DFND 1, 2 19,089 0 12,413
EOG RES INC COM 26875P101 3,455 68,204 SH   DFND 1, 2 45,559 0 22,645
EAST WEST BANCORP INC COM 27579R104 637 17,582 SH   DFND 1, 2 17,582 0 0
EDISON INTL COM 281020107 682 12,565 SH   DFND 1, 2 12,565 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,910 71,049 SH   DFND 1, 2 48,816 0 22,233
ENBRIDGE INC COM 29250N105 4,301 141,620 SH   DFND 1, 2 125,869 0 15,751
EQUIFAX INC COM 294429105 5,857 34,075 SH   DFND 1, 2 23,609 0 10,466
EQUINIX INC COM 29444U700 2,053 2,923 SH   DFND 1, 2 0 0 2,923
EQUITRANS MIDSTREAM CORP COM 294600101 371 44,598 SH   DFND 1, 2 44,598 0 0
EXELON CORP COM 30161N101 216 5,952 SH   DFND 1, 2 5,952 0 0
FLIR SYS INC COM 302445101 1,738 42,848 SH   DFND 1, 2 28,958 0 13,890
FACEBOOK INC CL A 30303M102 53,741 236,672 SH   DFND 1, 2 161,833 0 74,839
GENERAL ELECTRIC CO COM 369604103 462 67,634 SH   DFND 1, 2 45,901 0 21,733
GENERAL MLS INC COM 370334104 1,724 27,964 SH   DFND 1, 2 19,132 0 8,832
GENERAL MTRS CO COM 37045V100 1,267 50,060 SH   DFND 1, 2 34,138 0 15,922
GERDAU SA SPON ADR REP PFD 373737105 3,172 1,071,676 SH   DFND 1, 2 700,888 0 370,788
GILEAD SCIENCES INC COM 375558103 2,213 28,766 SH   DFND 1, 2 23,666 0 5,100
GLOBAL PMTS INC COM 37940X102 6,699 39,495 SH   DFND 1, 2 27,497 0 11,998
GODADDY INC CL A 380237107 8,106 110,536 SH   DFND 1, 2 76,628 0 33,908
GOLDMAN SACHS GROUP INC COM 38141G104 721 3,648 SH   DFND 1, 2 2,387 0 1,261
HILTON GRAND VACATIONS INC COM 43283X105 2,069 105,814 SH   DFND 1, 2 76,587 0 29,227
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,349 45,594 SH   DFND 1, 2 33,880 0 11,714
HOME DEPOT INC COM 437076102 5,367 21,424 SH   DFND 1, 2 15,158 0 6,266
HONEYWELL INTL INC COM 438516106 10,091 69,792 SH   DFND 1, 2 48,097 0 21,695
ICICI BANK LIMITED ADR 45104G104 4,187 450,686 SH   DFND 1, 2 319,461 0 131,225
IDEX CORP COM 45167R104 4,074 25,780 SH   DFND 1, 2 17,512 0 8,268
IDEXX LABS INC COM 45168D104 6,354 19,245 SH   DFND 1, 2 13,274 0 5,971
INCYTE CORP COM 45337C102 7,933 76,304 SH   DFND 1, 2 51,965 0 24,339
INFOSYS LTD SPONSORED ADR 456788108 1,650 170,837 SH   DFND 1, 2 123,611 0 47,226
INSULET CORP COM 45784P101 7,172 36,918 SH   DFND 1, 2 25,766 0 11,152
INTEL CORP COM 458140100 2,500 41,786 SH   DFND 1, 2 33,813 0 7,973
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,871 53,181 SH   DFND 1, 2 36,782 0 16,399
INTUITIVE SURGICAL INC COM NEW 46120E602 21,403 37,561 SH   DFND 1, 2 25,657 0 11,904
JPMORGAN CHASE & CO COM 46625H100 20,272 215,526 SH   DFND 1, 2 147,497 0 68,029
KLA CORP COM NEW 482480100 446 2,294 SH   DFND 1, 2 2,294 0 0
KT CORP SPONSORED ADR 48268K101 391 40,165 SH   DFND 1, 2 40,165 0 0
KRAFT HEINZ CO COM 500754106 258 8,100 SH   DFND 1, 2 8,100 0 0
LAS VEGAS SANDS CORP COM 517834107 280 6,151 SH   DFND 1, 2 6,151 0 0
LAUDER ESTEE COS INC CL A 518439104 1,582 8,383 SH   DFND 1, 2 5,710 0 2,673
LENNOX INTL INC COM 526107107 3,473 14,908 SH   DFND 1, 2 10,167 0 4,741
LILLY ELI & CO COM 532457108 1,457 8,876 SH   DFND 1, 2 7,252 0 1,624
MARRIOTT INTL INC NEW CL A 571903202 1,278 14,910 SH   DFND 1, 2 12,087 0 2,823
MASTERCARD INCORPORATED CL A 57636Q104 29,539 99,896 SH   DFND 1, 2 68,493 0 31,403
MELCO RESORTS AND ENTMNT LTD ADR 585464100 717 46,228 SH   DFND 1, 2 0 0 46,228
MERCADOLIBRE INC COM 58733R102 9,648 9,787 SH   DFND 1, 2 6,787 0 3,000
MERCK & CO. INC COM 58933Y105 1,244 16,081 SH   DFND 1, 2 13,601 0 2,480
METLIFE INC COM 59156R108 316 8,655 SH   DFND 1, 2 6,813 0 1,842
METTLER TOLEDO INTERNATIONAL COM 592688105 1,587 1,970 SH   DFND 1, 2 1,350 0 620
MICROSOFT CORP COM 594918104 55,354 271,995 SH   DFND 1, 2 185,770 0 86,225
MICRON TECHNOLOGY INC COM 595112103 2,331 45,237 SH   DFND 1, 2 29,462 0 15,775
MONDELEZ INTL INC CL A 609207105 9,644 188,612 SH   DFND 1, 2 136,909 0 51,703
MOODYS CORP COM 615369105 13,738 50,004 SH   DFND 1, 2 34,128 0 15,876
MORGAN STANLEY COM NEW 617446448 851 17,620 SH   DFND 1, 2 11,347 0 6,273
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,118 15,116 SH   DFND 1, 2 10,303 0 4,813
NETAPP INC COM 64110D104 1,443 32,515 SH   DFND 1, 2 24,203 0 8,312
NETFLIX INC COM 64110L106 26,186 57,547 SH   DFND 1, 2 39,358 0 18,189
NEWMONT CORP COM 651639106 1,287 20,841 SH   DFND 1, 2 14,971 0 5,870
NIKE INC CL B 654106103 15,302 156,059 SH   DFND 1, 2 107,217 0 48,842
NORTHROP GRUMMAN CORP COM 666807102 809 2,632 SH   DFND 1, 2 0 0 2,632
NUTRIEN LTD COM 67077M108 956 29,802 SH   DFND 1, 2 25,003 0 4,799
ON SEMICONDUCTOR CORP COM 682189105 2,361 119,125 SH   DFND 1, 2 78,536 0 40,589
PNC FINL SVCS GROUP INC COM 693475105 351 3,333 SH   DFND 1, 2 3,333 0 0
PAYCHEX INC COM 704326107 277 3,655 SH   DFND 1, 2 3,655 0 0
PAYPAL HLDGS INC COM 70450Y103 23,626 135,603 SH   DFND 1, 2 93,132 0 42,471
PEPSICO INC COM 713448108 1,888 14,274 SH   DFND 1, 2 11,374 0 2,900
PFIZER INC COM 717081103 6,546 200,175 SH   DFND 1, 2 137,282 0 62,893
PHILIP MORRIS INTL INC COM 718172109 1,966 28,068 SH   DFND 1, 2 14,964 0 13,104
QUALCOMM INC COM 747525103 1,042 11,426 SH   DFND 1, 2 11,426 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 250 4,057 SH   DFND 1, 2 4,057 0 0
REGENERON PHARMACEUTICALS COM 75886F107 14,532 23,302 SH   DFND 1, 2 15,898 0 7,404
RESTAURANT BRANDS INTL INC COM 76131D103 3,986 72,962 SH   DFND 1, 2 54,480 0 18,482
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 3,863 58,229 SH   DFND 1, 2 40,801 0 17,428
SVB FINANCIAL GROUP COM 78486Q101 2,293 10,640 SH   DFND 1, 2 6,996 0 3,644
SCHLUMBERGER LTD COM 806857108 3,386 184,133 SH   DFND 1, 2 121,924 0 62,209
SEA LTD SPONSORED ADS 81141R100 3,829 35,701 SH   DFND 1, 2 24,593 0 11,108
SEATTLE GENETICS INC COM 812578102 11,668 68,667 SH   DFND 1, 2 46,800 0 21,867
SEMPRA ENERGY COM 816851109 5,006 42,700 SH   DFND 1, 2 32,864 0 9,836
SEMPRA ENERGY 6% PFD CONV A 816851406 319 3,259 SH   DFND 1, 2 3,259 0 0
SERVICENOW INC COM 81762P102 14,864 36,695 SH   DFND 1, 2 25,037 0 11,658
SHERWIN WILLIAMS CO COM 824348106 9,251 16,009 SH   DFND 1, 2 10,987 0 5,022
SHOPIFY INC CL A 82509L107 16,754 17,651 SH   DFND 1, 2 12,207 0 5,444
SMARTSHEET INC COM CL A 83200N103 6,088 119,565 SH   DFND 1, 2 81,508 0 38,057
SNAP INC CL A 83304A106 1,648 70,156 SH   DFND 1, 2 47,956 0 22,200
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 23,640 416,410 SH   DFND 1, 2 193,159 0 223,251
TC ENERGY CORP COM 87807B107 2,693 63,136 SH   DFND 1, 2 48,836 0 14,300
TESLA INC COM 88160R101 61,128 56,610 SH   DFND 1, 2 38,621 0 17,989
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,150 93,232 SH   DFND 1, 2 0 0 93,232
TEXAS INSTRS INC COM 882508104 2,068 16,291 SH   DFND 1, 2 11,527 0 4,764
THERMO FISHER SCIENTIFIC INC COM 883556102 15,360 42,391 SH   DFND 1, 2 28,800 0 13,591
TRIMBLE INC COM 896239100 5,121 118,558 SH   DFND 1, 2 79,694 0 38,864
TRINITY INDS INC COM 896522109 326 15,300 SH   DFND 1, 2 15,300 0 0
TRIP COM GROUP LTD ADS 89677Q107 3,116 120,223 SH   DFND 1, 2 83,018 0 37,205
TRUIST FINL CORP COM 89832Q109 1,021 27,183 SH   DFND 1, 2 27,183 0 0
TWILIO INC CL A 90138F102 365 1,664 SH   DFND 1, 2 1,200 0 464
UBER TECHNOLOGIES INC COM 90353T100 927 29,835 SH   DFND 1, 2 20,116 0 9,719
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 4,758 60,826 SH   DFND 1, 2 40,771 0 20,055
UNION PAC CORP COM 907818108 362 2,144 SH   DFND 1, 2 2,144 0 0
VALE S A SPONSORED ADS 91912E105 8,126 788,149 SH   DFND 1, 2 536,229 0 251,920
VERISIGN INC COM 92343E102 1,810 8,751 SH   DFND 1, 2 6,151 0 2,600
VERIZON COMMUNICATIONS INC COM 92343V104 356 6,450 SH   DFND 1, 2 6,450 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 19,169 66,029 SH   DFND 1, 2 45,099 0 20,930
VISA INC COM CL A 92826C839 22,830 118,185 SH   DFND 1, 2 81,324 0 36,861
WABTEC COM 929740108 1,105 19,200 SH   DFND 1, 2 12,066 0 7,134
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,256 29,641 SH   DFND 1, 2 19,616 0 10,025
WHEATON PRECIOUS METALS CORP COM 962879102 803 18,285 SH   DFND 1, 2 12,458 0 5,827
WORKDAY INC CL A 98138H101 1,060 5,660 SH   DFND 1, 2 3,697 0 1,963
YUM BRANDS INC COM 988498101 2,651 30,507 SH   DFND 1, 2 25,405 0 5,102
ZENDESK INC COM 98936J101 2,851 32,208 SH   DFND 1, 2 21,966 0 10,242
ZOETIS INC CL A 98978V103 11,197 81,709 SH   DFND 1, 2 55,946 0 25,763
AON PLC SHS CL A G0403H108 2,987 15,509 SH   DFND 1, 2 10,717 0 4,792
ARCH CAP GROUP LTD ORD G0450A105 2,629 91,747 SH   DFND 1, 2 65,105 0 26,642
EVEREST RE GROUP LTD COM G3223R108 2,346 11,375 SH   DFND 1, 2 8,480 0 2,895
LINDE PLC SHS G5494J103 7,231 34,090 SH   DFND 1, 2 23,032 0 11,058
NOVOCURE LTD ORD SHS G6674U108 1,555 26,222 SH   DFND 1, 2 17,880 0 8,342
RENAISSANCERE HOLDINGS LTD COM G7496G103 1,245 7,280 SH   DFND 1, 2 5,705 0 1,575
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,373 6,972 SH   DFND 1, 2 4,751 0 2,221
CHUBB LIMITED COM H1467J104 9,068 71,615 SH   DFND 1, 2 49,670 0 21,945
UBS GROUP AG SHS H42097107 3,114 270,530 SH   DFND 1, 2 184,453 0 86,077
TE CONNECTIVITY LTD REG SHS H84989104 5,209 63,871 SH   DFND 1, 2 43,668 0 20,203
SPOTIFY TECHNOLOGY S A SHS L8681T102 415 1,608 SH   DFND 1, 2 1,170 0 438
ASML HOLDING N V N Y REGISTRY SHS N07059210 3,099 8,421 SH   DFND 1, 2 5,688 0 2,733
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,883 43,861 SH   DFND 1, 2 31,347 0 12,514