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   8,492,073 483,328 SH   DFND 1, 2 483,328 0 0
ATS CORPORATION COM 00217Y104   11,353,169 350,896 SH   DFND 1, 2 297,793 0 53,103
ABBOTT LABS COM 002824100   59,238,364 570,093 SH   DFND 1, 2 435,293 0 134,800
ABBVIE INC COM 00287Y109   70,304,504 409,891 SH   DFND 1, 2 262,116 0 147,775
ADOBE INC COM 00724F101   9,846,391 17,724 SH   DFND 1, 2 17,724 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   306,834 4,845 SH   DFND 1, 2 0 0 4,845
AIRBNB INC COM CL A 009066101   10,399,240 68,583 SH   DFND 1, 2 68,583 0 0
ATI INC COM 01741R102   35,620,581 642,391 SH   DFND 1, 2 642,391 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   27,698,112 113,984 SH   DFND 1, 2 113,984 0 0
ALPHABET INC CAP STK CL C 02079K107   125,394,349 683,646 SH   DFND 1, 2 530,685 0 152,961
ALPHABET INC CAP STK CL A 02079K305   76,452,909 419,725 SH   DFND 1, 2 354,087 0 65,638
ALTRIA GROUP INC COM 02209S103   9,363,076 205,556 SH   DFND 1, 2 12,719 0 192,837
AMAZON COM INC COM 023135106   71,074,838 367,787 SH   DFND 1, 2 362,558 0 5,229
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   41,034,957 2,413,821 SH   DFND 1, 2 2,365,284 0 48,537
AMERICAN EXPRESS CO COM 025816109   3,193,538 13,792 SH   DFND 1, 2 666 0 13,126
AMERICAN TOWER CORP NEW COM 03027X100   3,662,508 18,842 SH   DFND 1, 2 0 0 18,842
AMETEK INC COM 031100100   10,497,895 62,971 SH   DFND 1, 2 62,971 0 0
AMGEN INC COM 031162100   33,983,312 108,764 SH   DFND 1, 2 86,615 0 22,149
ANALOG DEVICES INC COM 032654105   1,721,309 7,541 SH   DFND 1, 2 3,532 0 4,009
ELEVANCE HEALTH INC COM 036752103   20,005,471 36,920 SH   DFND 1, 2 21,127 0 15,793
APOLLO GLOBAL MGMT INC COM 03769M106   8,234,202 69,740 SH   DFND 1, 2 2,852 0 66,888
APOLLO GLOBAL MGMT INC SER A MAND CNV 03769M304   452,709 6,900 SH   DFND 1, 2 0 0 6,900
APPLE INC COM 037833100   139,516,162 662,407 SH   DFND 1, 2 485,601 0 176,806
APPLIED MATLS INC COM 038222105   20,635,674 87,443 SH   DFND 1, 2 24,898 0 62,545
ARAMARK COM 03852U106   16,663,336 489,810 SH   DFND 1, 2 489,810 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   6,282,819 47,140 SH   DFND 1, 2 47,140 0 0
ARISTA NETWORKS INC COM 040413106   12,397,529 35,373 SH   DFND 1, 2 35,373 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   3,898,853 34,430 SH   DFND 1, 2 34,430 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   20,271,707 259,927 SH   DFND 1, 2 36,077 0 223,850
ATLASSIAN CORPORATION CL A 049468101   10,224,902 57,807 SH   DFND 1, 2 57,807 0 0
BAKER HUGHES COMPANY CL A 05722G100   2,125,745 60,442 SH   DFND 1, 2 60,442 0 0
BANK AMERICA CORP COM 060505104   17,710,655 445,327 SH   DFND 1, 2 332,150 0 113,177
BANK MONTREAL QUE COM 063671101   13,585,789 161,857 SH   DFND 1, 2 129,289 0 32,568
BEIGENE LTD SPONSORED ADR 07725L102   122,001,968 855,134 SH   DFND 1, 2 816,903 0 38,231
BIONTECH SE SPONSORED ADS 09075V102   15,982,800 198,890 SH   DFND 1, 2 176,937 0 21,953
BLACKROCK INC COM 09247X101   22,527,587 28,613 SH   DFND 1, 2 7,121 0 21,492
BLACKSTONE INC COM 09260D107   26,246,219 212,005 SH   DFND 1, 2 112,005 0 100,000
BLUE OWL CAPITAL INC COM CL A 09581B103   239,661 13,502 SH   DFND 1, 2 13,502 0 0
BOEING CO COM 097023105   9,002,397 49,461 SH   DFND 1, 2 18,582 0 30,879
BOOKING HOLDINGS INC COM 09857L108   36,374,493 9,182 SH   DFND 1, 2 9,182 0 0
BOSTON SCIENTIFIC CORP COM 101137107   2,698,892 35,046 SH   DFND 1, 2 35,046 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   26,116,971 628,870 SH   DFND 1, 2 516,570 0 112,300
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   3,632,048 117,428 SH   DFND 1, 2 2,973 0 114,455
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   5,099,936 25,888 SH   DFND 1, 2 18,724 0 7,164
BROADCOM INC COM 11135F101   362,655,511 225,879 SH   DFND 1, 2 157,369 0 68,510
BROOKFIELD CORP CL A LTD VT SH 11271J107   2,552,508 61,447 SH   DFND 1, 2 61,447 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   8,131,780 213,713 SH   DFND 1, 2 133,855 0 79,858
BURLINGTON STORES INC COM 122017106   22,268,400 92,785 SH   DFND 1, 2 92,785 0 0
CME GROUP INC COM 12572Q105   32,381,593 164,708 SH   DFND 1, 2 107,416 0 57,292
CMS ENERGY CORP COM 125896100   814,311 13,679 SH   DFND 1, 2 13,679 0 0
CSX CORP COM 126408103   8,134,605 243,187 SH   DFND 1, 2 9,000 0 234,187
CVS HEALTH CORP COM 126650100   16,504,671 279,456 SH   DFND 1, 2 49,814 0 229,642
CADENCE DESIGN SYSTEM INC COM 127387108   1,957,598 6,361 SH   DFND 1, 2 0 0 6,361
CAMECO CORP COM 13321L108   8,360,945 169,933 SH   DFND 1, 2 149,716 0 20,217
CANADIAN IMPERIAL BK COMM TO COM 136069101   2,171,247 45,672 SH   DFND 1, 2 0 0 45,672
CANADIAN NATL RY CO COM 136375102   69,047,618 584,324 SH   DFND 1, 2 460,623 0 123,701
CANADIAN NAT RES LTD COM 136385101   22,001,561 617,884 SH   DFND 1, 2 267,056 0 350,828
CANADIAN PACIFIC KANSAS CITY COM 13646K108   13,291,750 168,827 SH   DFND 1, 2 168,827 0 0
CAPITAL ONE FINL CORP COM 14040H105   7,426,735 53,642 SH   DFND 1, 2 1,605 0 52,037
CARLYLE GROUP INC COM 14316J108   1,788,964 44,557 SH   DFND 1, 2 262 0 44,295
CARRIER GLOBAL CORPORATION COM 14448C104   72,809,901 1,154,247 SH   DFND 1, 2 1,071,727 0 82,520
CATERPILLAR INC COM 149123101   42,643,795 128,021 SH   DFND 1, 2 74,349 0 53,672
CELANESE CORP DEL COM 150870103   15,192,796 112,631 SH   DFND 1, 2 39,682 0 72,949
CEMEX SAB DE CV SPON ADR NEW 151290889   9,881,292 1,546,368 SH   DFND 1, 2 1,546,368 0 0
CENTENE CORP DEL COM 15135B101   2,181,469 32,903 SH   DFND 1, 2 32,903 0 0
CENOVUS ENERGY INC COM 15135U109   42,172,926 2,145,258 SH   DFND 1, 2 1,706,158 0 439,100
CENTERPOINT ENERGY INC COM 15189T107   10,278,544 331,780 SH   DFND 1, 2 244,713 0 87,067
DAYFORCE INC COM 15677J108   13,791,677 278,058 SH   DFND 1, 2 278,058 0 0
CHART INDS INC COM 16115Q308   1,537,510 10,652 SH   DFND 1, 2 10,652 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   27,069,931 90,547 SH   DFND 1, 2 90,547 0 0
CHEVRON CORP NEW COM 166764100   20,585,654 131,605 SH   DFND 1, 2 64,220 0 67,385
CHIPOTLE MEXICAN GRILL INC COM 169656105   13,626,375 217,500 SH   DFND 1, 2 197,550 0 19,950
CHURCH & DWIGHT CO INC COM 171340102   19,059,080 183,826 SH   DFND 1, 2 153,321 0 30,505
CITIGROUP INC COM NEW 172967424   2,481,857 39,109 SH   DFND 1, 2 39,109 0 0
CLOUDFLARE INC CL A COM 18915M107   7,848,143 94,750 SH   DFND 1, 2 94,750 0 0
COCA COLA CO COM 191216100   3,238,512 50,880 SH   DFND 1, 2 50,880 0 0
COMCAST CORP NEW CL A 20030N101   36,750,994 938,483 SH   DFND 1, 2 167,117 0 771,366
CONOCOPHILLIPS COM 20825C104   30,552,728 267,116 SH   DFND 1, 2 248,026 0 19,090
CONSTELLATION BRANDS INC CL A 21036P108   17,786,024 69,131 SH   DFND 1, 2 9,346 0 59,785
CONSTELLATION ENERGY CORP COM 21037T109   45,584,857 227,617 SH   DFND 1, 2 161,342 0 66,275
COPART INC COM 217204106   11,078,482 204,551 SH   DFND 1, 2 204,551 0 0
CORE & MAIN INC CL A 21874C102   11,445,745 233,873 SH   DFND 1, 2 233,873 0 0
CORTEVA INC COM 22052L104   19,990,218 370,601 SH   DFND 1, 2 259,457 0 111,144
COSTCO WHSL CORP NEW COM 22160K105   35,855,128 42,183 SH   DFND 1, 2 36,901 0 5,282
COUPANG INC CL A 22266T109   28,103,210 1,341,442 SH   DFND 1, 2 1,341,442 0 0
D R HORTON INC COM 23331A109   13,796,624 97,897 SH   DFND 1, 2 79,081 0 18,816
DANAHER CORPORATION COM 235851102   60,420,976 241,829 SH   DFND 1, 2 195,242 0 46,587
DARDEN RESTAURANTS INC COM 237194105   12,478,604 82,465 SH   DFND 1, 2 7,931 0 74,534
DEERE & CO COM 244199105   6,167,510 16,507 SH   DFND 1, 2 6,575 0 9,932
DELL TECHNOLOGIES INC CL C 24703L202   3,966,843 28,764 SH   DFND 1, 2 28,764 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   10,628,837 224,048 SH   DFND 1, 2 173,052 0 50,996
DIEBOLD NIXDORF INC COM SHS 253651202   2,794,302 72,617 SH   DFND 1, 2 0 0 72,617
DISNEY WALT CO COM 254687106   2,693,241 27,125 SH   DFND 1, 2 1,732 0 25,393
DISCOVER FINL SVCS COM 254709108   27,032,017 206,651 SH   DFND 1, 2 138,597 0 68,054
DOCUSIGN INC COM 256163106   4,172,679 77,994 SH   DFND 1, 2 77,994 0 0
DOLLAR GEN CORP NEW COM 256677105   30,779,706 232,774 SH   DFND 1, 2 179,356 0 53,418
DOW INC COM 260557103   1,243,280 23,436 SH   DFND 1, 2 23,436 0 0
EOG RES INC COM 26875P101   26,281,908 208,802 SH   DFND 1, 2 72,055 0 136,747
EAST WEST BANCORP INC COM 27579R104   6,189,912 84,527 SH   DFND 1, 2 84,527 0 0
EDISON INTL COM 281020107   2,273,361 31,658 SH   DFND 1, 2 31,658 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   3,529,088 38,206 SH   DFND 1, 2 38,206 0 0
ELECTRONIC ARTS INC COM 285512109   12,713,027 91,244 SH   DFND 1, 2 71,803 0 19,441
ENTERGY CORP NEW COM 29364G103   30,720,877 287,111 SH   DFND 1, 2 267,717 0 19,394
EPAM SYS INC COM 29414B104   705,036 3,748 SH   DFND 1, 2 3,748 0 0
EQUIFAX INC COM 294429105   22,710,986 93,669 SH   DFND 1, 2 66,956 0 26,713
EQUINIX INC COM 29444U700   21,882,385 28,922 SH   DFND 1, 2 22,244 0 6,678
EQUITRANS MIDSTREAM CORP COM 294600101   1,373,076 105,784 SH   DFND 1, 2 105,784 0 0
EXTRA SPACE STORAGE INC COM 30225T102   10,630,044 68,400 SH   DFND 1, 2 2,948 0 65,452
EXXON MOBIL CORP COM 30231G102   21,756,989 188,994 SH   DFND 1, 2 5,272 0 183,722
META PLATFORMS INC CL A 30303M102   180,401,344 357,783 SH   DFND 1, 2 335,628 0 22,155
FEDEX CORP COM 31428X106   44,921,429 149,818 SH   DFND 1, 2 138,297 0 11,521
FIFTH THIRD BANCORP COM 316773100   2,774,846 76,044 SH   DFND 1, 2 4,830 0 71,214
FISERV INC COM 337738108   495,409 3,324 SH   DFND 1, 2 3,324 0 0
FIRSTENERGY CORP COM 337932107   8,624,565 225,361 SH   DFND 1, 2 3,807 0 221,554
FRANCO NEV CORP COM 351858105   302,928 2,555 SH   DFND 1, 2 2,555 0 0
FREEPORT-MCMORAN INC CL B 35671D857   17,847,281 367,228 SH   DFND 1, 2 325,681 0 41,547
FULLER H B CO COM 359694106   1,146,858 14,902 SH   DFND 1, 2 0 0 14,902
GALLAGHER ARTHUR J & CO COM 363576109   21,949,814 84,647 SH   DFND 1, 2 51,755 0 32,892
GE AEROSPACE COM NEW 369604301   66,640,383 419,201 SH   DFND 1, 2 296,683 0 122,518
GENERAL MLS INC COM 370334104   5,668,602 89,608 SH   DFND 1, 2 32,927 0 56,681
GENERAL MTRS CO COM 37045V100   8,715,896 187,600 SH   DFND 1, 2 6,464 0 181,136
GERDAU SA SPON ADR REP PFD 373737105   3,302,396 1,000,726 SH   DFND 1, 2 1,000,726 0 0
GILEAD SCIENCES INC COM 375558103   16,199,233 236,106 SH   DFND 1, 2 38,499 0 197,607
GODADDY INC CL A 380237107   13,667,690 97,829 SH   DFND 1, 2 97,829 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   7,230,335 15,985 SH   DFND 1, 2 9,990 0 5,995
GRIFOLS S A SP ADR REP B NVT 398438408   1,242,892 197,128 SH   DFND 1, 2 197,128 0 0
GUARDANT HEALTH INC COM 40131M109   342,459 11,858 SH   DFND 1, 2 11,858 0 0
HF SINCLAIR CORP COM 403949100   778,337 14,592 SH   DFND 1, 2 243 0 14,349
HDFC BANK LTD SPONSORED ADS 40415F101   1,250,125 19,433 SH   DFND 1, 2 19,433 0 0
HALLIBURTON CO COM 406216101   10,691,944 316,517 SH   DFND 1, 2 22,233 0 294,284
HEICO CORP NEW COM 422806109   9,183,439 41,069 SH   DFND 1, 2 33,976 0 7,093
HEICO CORP NEW CL A 422806208   7,185,655 40,478 SH   DFND 1, 2 40,478 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   31,670,421 145,144 SH   DFND 1, 2 145,144 0 0
HOME DEPOT INC COM 437076102   36,778,946 106,841 SH   DFND 1, 2 46,661 0 60,180
HONEYWELL INTL INC COM 438516106   8,142,494 38,131 SH   DFND 1, 2 30,821 0 7,310
HOWMET AEROSPACE INC COM 443201108   5,714,500 73,612 SH   DFND 1, 2 73,612 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   66,213,571 1,987,202 SH   DFND 1, 2 1,971,040 0 16,162
HUMANA INC COM 444859102   4,881,737 13,065 SH   DFND 1, 2 0 0 13,065
ITT INC COM 45073V108   2,139,867 16,565 SH   DFND 1, 2 16,565 0 0
ICICI BANK LIMITED ADR 45104G104   28,796,027 999,515 SH   DFND 1, 2 824,098 0 175,417
INGERSOLL RAND INC COM 45687V106   29,316,884 322,731 SH   DFND 1, 2 291,192 0 31,539
INTEL CORP COM 458140100   6,565,175 211,985 SH   DFND 1, 2 40,319 0 171,666
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,183,495 30,561 SH   DFND 1, 2 0 0 30,561
INTUITIVE SURGICAL INC COM NEW 46120E602   22,685,571 50,996 SH   DFND 1, 2 50,996 0 0
JPMORGAN CHASE & CO. COM 46625H100   104,541,519 516,867 SH   DFND 1, 2 379,679 0 137,188
JOHNSON & JOHNSON COM 478160104   6,898,314 47,197 SH   DFND 1, 2 26,898 0 20,299
KB FINL GROUP INC SPONSORED ADR 48241A105   1,768,610 31,242 SH   DFND 1, 2 31,242 0 0
KLA CORP COM NEW 482480100   55,274,326 67,039 SH   DFND 1, 2 58,586 0 8,453
KKR & CO INC COM 48251W104   33,410,543 317,470 SH   DFND 1, 2 199,456 0 118,014
KASPI KZ JSC SPONSORED ADS 48581R205   3,162,035 24,510 SH   DFND 1, 2 24,510 0 0
KENVUE INC COM 49177J102   1,063,512 58,499 SH   DFND 1, 2 0 0 58,499
KEURIG DR PEPPER INC COM 49271V100   18,058,979 540,688 SH   DFND 1, 2 21,183 0 519,505
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,912,722 13,987 SH   DFND 1, 2 13,987 0 0
KIMBERLY-CLARK CORP COM 494368103   2,097,185 15,175 SH   DFND 1, 2 0 0 15,175
KOSMOS ENERGY LTD COM 500688106   6,560,817 1,184,263 SH   DFND 1, 2 1,184,263 0 0
KRAFT HEINZ CO COM 500754106   17,369,319 539,085 SH   DFND 1, 2 377,812 0 161,273
L3HARRIS TECHNOLOGIES INC COM 502431109   10,664,181 47,485 SH   DFND 1, 2 9,257 0 38,228
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   23,547,221 531,660 SH   DFND 1, 2 531,660 0 0
LENNAR CORP CL A 526057104   1,467,827 9,794 SH   DFND 1, 2 0 0 9,794
LENNOX INTL INC COM 526107107   859,178 1,606 SH   DFND 1, 2 200 0 1,406
ELI LILLY & CO COM 532457108   112,795,862 124,584 SH   DFND 1, 2 66,654 0 57,930
LOCKHEED MARTIN CORP COM 539830109   1,455,017 3,115 SH   DFND 1, 2 262 0 2,853
LULULEMON ATHLETICA INC COM 550021109   1,650,019 5,524 SH   DFND 1, 2 5,524 0 0
MSCI INC COM 55354G100   17,485,116 36,295 SH   DFND 1, 2 34,629 0 1,666
MARSH & MCLENNAN COS INC COM 571748102   71,604,342 339,808 SH   DFND 1, 2 155,262 0 184,546
MARRIOTT INTL INC NEW CL A 571903202   20,065,218 82,993 SH   DFND 1, 2 67,597 0 15,396
MASTERCARD INCORPORATED CL A 57636Q104   74,665,889 169,249 SH   DFND 1, 2 133,641 0 35,608
MCDONALDS CORP COM 580135101   8,683,673 34,075 SH   DFND 1, 2 10,972 0 23,103
MERCADOLIBRE INC COM 58733R102   100,145,509 60,938 SH   DFND 1, 2 57,495 0 3,443
MERCK & CO INC COM 58933Y105   13,418,187 108,386 SH   DFND 1, 2 22,453 0 85,933
METTLER TOLEDO INTERNATIONAL COM 592688105   24,937,198 17,843 SH   DFND 1, 2 17,843 0 0
MICROSOFT CORP COM 594918104   355,417,769 795,207 SH   DFND 1, 2 553,011 0 242,196
MICRON TECHNOLOGY INC COM 595112103   34,261,461 260,484 SH   DFND 1, 2 260,484 0 0
MOLINA HEALTHCARE INC COM 60855R100   1,553,690 5,226 SH   DFND 1, 2 473 0 4,753
MONDELEZ INTL INC CL A 609207105   14,268,341 218,037 SH   DFND 1, 2 109,162 0 108,875
MONSTER BEVERAGE CORP NEW COM 61174X109   7,583,059 151,813 SH   DFND 1, 2 151,813 0 0
MORGAN STANLEY COM NEW 617446448   13,201,804 135,835 SH   DFND 1, 2 52,288 0 83,547
MOSAIC CO NEW COM 61945C103   1,592,448 55,102 SH   DFND 1, 2 0 0 55,102
MOTOROLA SOLUTIONS INC COM NEW 620076307   26,315,484 68,166 SH   DFND 1, 2 43,221 0 24,945
NASDAQ INC COM 631103108   2,237,092 37,124 SH   DFND 1, 2 0 0 37,124
NETAPP INC COM 64110D104   1,915,642 14,873 SH   DFND 1, 2 0 0 14,873
NETFLIX INC COM 64110L106   65,128,620 96,504 SH   DFND 1, 2 96,504 0 0
NETEASE INC SPONSORED ADS 64110W102   47,411,503 496,040 SH   DFND 1, 2 495,962 0 78
NEXTERA ENERGY INC COM 65339F101   4,248,034 59,992 SH   DFND 1, 2 39,286 0 20,706
NICE LTD SPONSORED ADR 653656108   1,612,563 9,377 SH   DFND 1, 2 7,077 0 2,300
NIKE INC CL B 654106103   12,065,079 160,078 SH   DFND 1, 2 98,623 0 61,455
NORFOLK SOUTHN CORP COM 655844108   1,362,208 6,345 SH   DFND 1, 2 6,345 0 0
NORTHROP GRUMMAN CORP COM 666807102   33,504,501 76,854 SH   DFND 1, 2 41,306 0 35,548
NOVO-NORDISK A S ADR 670100205   7,140,283 50,023 SH   DFND 1, 2 13,226 0 36,797
NUCOR CORP COM 670346105   3,083,667 19,507 SH   DFND 1, 2 602 0 18,905
NVIDIA CORPORATION COM 67066G104   120,487,327 975,290 SH   DFND 1, 2 914,429 0 60,861
ON SEMICONDUCTOR CORP COM 682189105   4,958,907 72,340 SH   DFND 1, 2 72,340 0 0
ORACLE CORP COM 68389X105   8,077,911 57,209 SH   DFND 1, 2 1,860 0 55,349
PG&E CORP COM 69331C108   4,305,077 246,568 SH   DFND 1, 2 246,568 0 0
PNC FINL SVCS GROUP INC COM 693475105   2,346,349 15,091 SH   DFND 1, 2 3,801 0 11,290
PACCAR INC COM 693718108   3,526,210 34,255 SH   DFND 1, 2 323 0 33,932
PAYCHEX INC COM 704326107   14,201,117 119,780 SH   DFND 1, 2 37,724 0 82,056
PFIZER INC COM 717081103   14,829,680 530,010 SH   DFND 1, 2 234,768 0 295,242
PHILIP MORRIS INTL INC COM 718172109   114,526,105 1,130,229 SH   DFND 1, 2 803,579 0 326,650
PINTEREST INC CL A 72352L106   12,425,933 281,959 SH   DFND 1, 2 281,959 0 0
POLARIS INC COM 731068102   616,926 7,878 SH   DFND 1, 2 0 0 7,878
PROCTER AND GAMBLE CO COM 742718109   7,930,673 48,088 SH   DFND 1, 2 1,065 0 47,023
PROGRESSIVE CORP COM 743315103   12,929,948 62,250 SH   DFND 1, 2 62,250 0 0
PROLOGIS INC. COM 74340W103   3,130,080 27,870 SH   DFND 1, 2 0 0 27,870
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   3,192,094 43,312 SH   DFND 1, 2 0 0 43,312
PUBLIC STORAGE OPER CO COM 74460D109   833,897 2,899 SH   DFND 1, 2 2,899 0 0
QUALCOMM INC COM 747525103   1,421,548 7,137 SH   DFND 1, 2 7,137 0 0
QUANTA SVCS INC COM 74762E102   283,819 1,117 SH   DFND 1, 2 1,117 0 0
RTX CORPORATION COM 75513E101   29,084,991 289,720 SH   DFND 1, 2 91,993 0 197,727
REGAL REXNORD CORPORATION COM 758750103   1,441,716 10,662 SH   DFND 1, 2 10,662 0 0
REGENERON PHARMACEUTICALS COM 75886F107   64,367,179 61,242 SH   DFND 1, 2 60,345 0 897
REPUBLIC SVCS INC COM 760759100   2,252,401 11,590 SH   DFND 1, 2 730 0 10,860
RESTAURANT BRANDS INTL INC COM 76131D103   8,693,721 123,543 SH   DFND 1, 2 123,543 0 0
REXFORD INDL RLTY INC COM 76169C100   4,147,896 93,023 SH   DFND 1, 2 93,023 0 0
RIO TINTO PLC SPONSORED ADR 767204100   2,890,437 43,841 SH   DFND 1, 2 0 0 43,841
ROYAL GOLD INC COM 780287108   847,333 6,770 SH   DFND 1, 2 2,420 0 4,350
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   104,082,572 893,873 SH   DFND 1, 2 748,971 0 144,902
S&P GLOBAL INC COM 78409V104   16,512,258 37,023 SH   DFND 1, 2 22,604 0 14,419
SAIA INC COM 78709Y105   17,992,191 37,935 SH   DFND 1, 2 37,935 0 0
SALESFORCE INC COM 79466L302   56,894,430 221,293 SH   DFND 1, 2 209,260 0 12,033
SAP SE SPON ADR 803054204   14,747,220 73,111 SH   DFND 1, 2 0 0 73,111
SCHLUMBERGER LTD COM STK 806857108   23,872,938 505,997 SH   DFND 1, 2 381,191 0 124,806
SEMPRA COM 816851109   31,598,747 415,445 SH   DFND 1, 2 235,076 0 180,369
SERVICENOW INC COM 81762P102   54,926,086 69,821 SH   DFND 1, 2 69,821 0 0
SHERWIN WILLIAMS CO COM 824348106   14,099,325 47,245 SH   DFND 1, 2 47,245 0 0
SHOPIFY INC CL A 82509L107   43,923,052 664,997 SH   DFND 1, 2 582,605 0 82,392
SMARTSHEET INC COM CL A 83200N103   1,768,710 40,125 SH   DFND 1, 2 40,125 0 0
SOUTHERN CO COM 842587107   45,006,735 580,208 SH   DFND 1, 2 435,184 0 145,024
SOUTHWEST AIRLS CO COM 844741108   3,032,202 105,984 SH   DFND 1, 2 12,583 0 93,401
STARBUCKS CORP COM 855244109   4,336,011 55,697 SH   DFND 1, 2 26,616 0 29,081
SYNOPSYS INC COM 871607107   24,074,342 40,457 SH   DFND 1, 2 33,526 0 6,931
SYSCO CORP COM 871829107   3,463,843 48,520 SH   DFND 1, 2 0 0 48,520
TFI INTL INC COM 87241L109   139,783,144 962,698 SH   DFND 1, 2 803,236 0 159,462
TJX COS INC NEW COM 872540109   6,335,044 57,539 SH   DFND 1, 2 2,798 0 54,741
T-MOBILE US INC COM 872590104   1,225,684 6,957 SH   DFND 1, 2 6,957 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   119,839,214 689,484 SH   DFND 1, 2 520,467 0 169,017
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   17,152,879 110,315 SH   DFND 1, 2 110,315 0 0
TARGET CORP COM 87612E106   6,206,281 41,923 SH   DFND 1, 2 4,257 0 37,666
TC ENERGY CORP COM 87807B107   18,005,670 475,016 SH   DFND 1, 2 392,964 0 82,052
TESLA INC COM 88160R101   46,599,157 235,492 SH   DFND 1, 2 235,492 0 0
TEXAS INSTRS INC COM 882508104   7,969,505 40,968 SH   DFND 1, 2 8,698 0 32,270
THERMO FISHER SCIENTIFIC INC COM 883556102   23,671,165 42,805 SH   DFND 1, 2 42,805 0 0
3M CO COM 88579Y101   2,407,596 23,560 SH   DFND 1, 2 0 0 23,560
TOAST INC CL A 888787108   19,199,861 745,047 SH   DFND 1, 2 745,047 0 0
TRACTOR SUPPLY CO COM 892356106   26,329,860 97,518 SH   DFND 1, 2 80,414 0 17,104
TRANSDIGM GROUP INC COM 893641100   65,315,256 51,123 SH   DFND 1, 2 51,123 0 0
TRANSUNION COM 89400J107   2,264,476 30,535 SH   DFND 1, 2 0 0 30,535
TRIMBLE INC COM 896239100   227,986 4,077 SH   DFND 1, 2 4,077 0 0
TRINITY INDS INC COM 896522109   1,880,771 62,860 SH   DFND 1, 2 62,860 0 0
TRIP COM GROUP LTD ADS 89677Q107   92,159,104 1,960,832 SH   DFND 1, 2 1,960,832 0 0
TRUIST FINL CORP COM 89832Q109   25,883,307 666,237 SH   DFND 1, 2 560,436 0 105,801
UBER TECHNOLOGIES INC COM 90353T100   5,977,930 82,250 SH   DFND 1, 2 82,250 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   2,727,162 64,640 SH   DFND 1, 2 64,640 0 0
UNION PAC CORP COM 907818108   25,672,365 113,464 SH   DFND 1, 2 61,158 0 52,306
UNITED AIRLS HLDGS INC COM 910047109   270,112 5,551 SH   DFND 1, 2 5,551 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,517,530 11,089 SH   DFND 1, 2 770 0 10,319
UNITEDHEALTH GROUP INC COM 91324P102   91,720,782 180,106 SH   DFND 1, 2 80,169 0 99,937
VAIL RESORTS INC COM 91879Q109   4,144,431 23,008 SH   DFND 1, 2 5,545 0 17,463
VALE S A SPONSORED ADS 91912E105   16,756,932 1,500,173 SH   DFND 1, 2 1,499,996 0 177
VERALTO CORP COM SHS 92338C103   3,999,620 41,894 SH   DFND 1, 2 18,177 0 23,717
VERIZON COMMUNICATIONS INC COM 92343V104   2,755,945 66,827 SH   DFND 1, 2 3,221 0 63,606
VERTEX PHARMACEUTICALS INC COM 92532F100   49,769,627 106,182 SH   DFND 1, 2 81,649 0 24,533
VESTA REAL ESTATE CORP ADS 92540K109   4,905,014 163,555 SH   DFND 1, 2 163,555 0 0
VICI PPTYS INC COM 925652109   4,843,969 169,133 SH   DFND 1, 2 169,133 0 0
VISA INC COM CL A 92826C839   85,763,385 326,755 SH   DFND 1, 2 258,524 0 68,231
WALGREENS BOOTS ALLIANCE INC COM 931427108   3,255,006 269,120 SH   DFND 1, 2 269,120 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   2,143,171 69,924 SH   DFND 1, 2 69,924 0 0
WASTE CONNECTIONS INC COM 94106B101   7,487,521 42,698 SH   DFND 1, 2 26,349 0 16,349
WASTE MGMT INC DEL COM 94106L109   1,883,579 8,829 SH   DFND 1, 2 0 0 8,829
WEBSTER FINL CORP COM 947890109   2,046,943 46,959 SH   DFND 1, 2 46,959 0 0
WELLS FARGO CO NEW COM 949746101   13,239,516 222,925 SH   DFND 1, 2 15,214 0 207,711
WELLTOWER INC COM 95040Q104   36,813,073 353,123 SH   DFND 1, 2 219,789 0 133,334
WHEATON PRECIOUS METALS CORP COM 962879102   4,012,646 76,548 SH   DFND 1, 2 8,271 0 68,277
WOLFSPEED INC COM 977852102   5,686,108 249,829 SH   DFND 1, 2 249,829 0 0
WORKDAY INC CL A 98138H101   934,481 4,180 SH   DFND 1, 2 4,180 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   7,107,626 96,049 SH   DFND 1, 2 96,049 0 0
YUM BRANDS INC COM 988498101   40,022,127 302,145 SH   DFND 1, 2 156,211 0 145,934
ZOETIS INC CL A 98978V103   10,926,361 63,027 SH   DFND 1, 2 55,603 0 7,424
DEUTSCHE BANK A G NAMEN AKT D18190898   121,422,777 7,605,985 SH   DFND 1, 2 6,327,989 0 1,277,996
AON PLC SHS CL A G0403H108   19,226,261 65,489 SH   DFND 1, 2 49,322 0 16,167
ARCH CAP GROUP LTD ORD G0450A105   11,553,317 114,514 SH   DFND 1, 2 114,514 0 0
BBB FOODS INC CL A COM G0896C103   33,114,530 1,387,868 SH   DFND 1, 2 1,387,868 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   6,896,206 22,729 SH   DFND 1, 2 11,797 0 10,932
BORR DRILLING LTD SHS G1466R173   17,739,203 2,750,264 SH   DFND 1, 2 2,750,264 0 0
EATON CORP PLC SHS G29183103   2,342,532 7,471 SH   DFND 1, 2 7,471 0 0
FLUTTER ENTMT PLC SHS G3643J108   47,974,764 263,077 SH   DFND 1, 2 229,557 0 33,520
FTAI AVIATION LTD SHS G3730V105   28,486,112 275,948 SH   DFND 1, 2 275,948 0 0
GENPACT LIMITED SHS G3922B107   2,163,619 67,214 SH   DFND 1, 2 67,214 0 0
HELEN OF TROY LTD COM G4388N106   2,350,403 25,344 SH   DFND 1, 2 25,344 0 0
JOHNSON CTLS INTL PLC SHS G51502105   5,754,241 86,569 SH   DFND 1, 2 999 0 85,570
LINDE PLC SHS G54950103   50,802,789 115,774 SH   DFND 1, 2 88,587 0 27,187
NOVOCURE LTD ORD SHS G6674U108   585,932 34,205 SH   DFND 1, 2 34,205 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   7,346,552 569,942 SH   DFND 1, 2 569,942 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105   9,521,442 789,506 SH   DFND 1, 2 789,506 0 0
BUNGE GLOBAL SA COM SHS H11356104   12,021,128 112,589 SH   DFND 1, 2 100,184 0 12,405
CHUBB LIMITED COM H1467J104   35,760,430 140,193 SH   DFND 1, 2 84,172 0 56,021
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   5,518,634 102,178 SH   DFND 1, 2 102,178 0 0
TE CONNECTIVITY LTD SHS H84989104   6,044,729 40,183 SH   DFND 1, 2 40,183 0 0
GLOBANT S A COM L44385109   7,396,542 41,493 SH   DFND 1, 2 41,493 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   911,560 2,905 SH   DFND 1, 2 100 0 2,805
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   725,993 13,343 SH   DFND 1, 2 13,343 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   130,504,439 127,604 SH   DFND 1, 2 79,720 0 47,884
FERRARI N V COM N3167Y103   95,124,297 233,183 SH   DFND 1, 2 190,141 0 43,042
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   2,356,106 24,630 SH   DFND 1, 2 0 0 24,630
STELLANTIS N.V SHS N82405106   37,109,583 1,877,820 SH   DFND 1, 2 1,533,163 0 344,657
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   76,721,150 912,261 SH   DFND 1, 2 912,261 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   99,918,288 626,722 SH   DFND 1, 2 557,555 0 69,167