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
ADOBE SYSTEMS INCORPORATED COM 00724F101   332,436 862,641 SH   DFND 2 515,676 0 346,965
AGILENT TECHNOLOGIES INC COM 00846U101   1,087 7,856 SH   DFND 2 7,856 0 0
ALIGN TECHNOLOGY INC COM 016255101   24,535 73,428 SH   DFND 2 73,428 0 0
ALLEGION PLC ORD SHS G0176J109   13,513 126,613 SH   DFND 2 14,034 0 112,579
ALPHABET INC CAP STK CL C 02079K107   421,012 4,048,197 SH   DFND 2 2,416,029 0 1,632,168
AMAZON INC COM 023135106   417,253 4,039,626 SH   DFND 2 2,403,681 0 1,635,945
AMDOCS LTD SHS G02602103   754 7,855 SH   DFND 2 7,855 0 0
AMERICAN TOWER CORP NEW COM 03027X100   273,215 1,337,063 SH   DFND 2 790,672 0 546,391
AMERISOURCEBERGEN CORP COM 03073E105   1,111 6,942 SH   DFND 2 6,942 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   3,396 114,870 SH   DFND 2 114,870 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   630 2,829 SH   DFND 2 2,829 0 0
AXONICS INC COM 05465P101   17,481 320,400 SH   DFND 2 320,400 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   20,795 213,851 SH   DFND 2 213,851 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   4,297 122,957 SH   DFND 2 122,957 0 0
CARA THERAPEUTICS INC COM 140755109   2,865 583,460 SH   DFND 2 583,460 0 0
CENTENE CORP DEL COM 15135B101   21,160 334,756 SH   DFND 2 334,756 0 0
COGNEX CORP COM 192422103   9,690 195,567 SH   DFND 2 21,665 0 173,902
COHERUS BIOSCIENCES INC COM 19249H103   6,351 928,464 SH   DFND 2 928,464 0 0
COOPER COS INC COM NEW 216648402   20,433 54,728 SH   DFND 2 6,064 0 48,664
DEX INC COM 252131107   37,410 322,000 SH   DFND 2 322,000 0 0
DLOCAL LTD CLASS A COM G29018101   428 26,357 SH   DFND 2 26,357 0 0
DROPBOX INC CL A 26210C104   14,508 671,034 SH   DFND 2 74,220 0 596,814
EDWARDS LIFESCIENCES CORP COM 28176E108   40,714 492,132 SH   DFND 2 332,166 0 159,966
ELECTRONIC ARTS INC COM 285512109   13,682 113,588 SH   DFND 2 12,587 0 101,001
ELEVANCE HEALTH INC COM 036752103   32,307 70,262 SH   DFND 2 70,262 0 0
EXACT SCIENCES CORP COM 30063P105   46,680 688,398 SH   DFND 2 480,526 0 207,872
FERGUSON PLC NEW SHS G3421J106   12,609 94,273 SH   DFND 2 10,431 0 83,842
FISERV INC COM 337738108   265,342 2,347,533 SH   DFND 2 1,438,624 0 908,909
GENPACT LIMITED SHS G3922B107   2,543 55,022 SH   DFND 2 55,022 0 0
GLAUKOS CORP COM 377322102   9,880 197,212 SH   DFND 2 197,212 0 0
GLOBAL PMTS INC COM 37940X102   11,271 107,099 SH   DFND 2 11,870 0 95,229
H WORLD GROUP LTD SPONSORED ADS 44332N106   610 12,459 SH   DFND 2 12,459 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   251,126 3,766,695 SH   DFND 2 2,042,134 0 1,724,561
HOME DEPOT INC COM 437076102   362,944 1,229,818 SH   DFND 2 734,370 0 495,448
HORIZON THERAPEUTICS PUB L SHS G46188101   44,916 411,544 SH   DFND 2 411,544 0 0
HUMANA INC COM 444859102   25,467 52,459 SH   DFND 2 52,459 0 0
ICICI BANK LIMITED ADR 45104G104   99,476 4,609,652 SH   DFND 2 1,547,942 0 3,061,710
ILLUMINA INC COM 452327109   18,134 77,978 SH   DFND 2 77,978 0 0
INFOSYS LTD SPONSORED ADR 456788108   17,895 1,026,083 SH   DFND 2 364,217 0 661,866
INSMED INC COM PAR $.01 457669307   5,850 343,110 SH   DFND 2 343,110 0 0
INSULET CORP COM 45784P101   20,065 62,908 SH   DFND 2 62,908 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,230 11,790 SH   DFND 2 11,790 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   38,528 150,811 SH   DFND 2 150,811 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   8,310 1,360,000 SH   DFND 2 1,360,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   9,922 80,000 SH   DFND 2 80,000 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106   5,835 1,500,000 SH   DFND 2 1,500,000 0 0
KRYSTAL BIOTECH INC COM 501147102   18,078 225,809 SH   DFND 2 225,809 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   1,853 8,078 SH   DFND 2 8,078 0 0
LINDE PLC SHS ADDED G54950103   442,069 1,243,724 SH   DFND 2 750,469 0 493,255
MERCADOLIBRE INC COM 58733R102   17,662 13,400 SH   DFND 2 2,145 0 11,255
MICROSOFT CORP COM 594918104   715,776 2,482,747 SH   DFND 2 1,468,128 0 1,014,619
MSCI INC COM 55354G100   15,093 26,967 SH   DFND 2 2,989 0 23,978
NATERA INC COM 632307104   23,596 425,000 SH   DFND 2 425,000 0 0
NEXTERA ENERGY INC COM 65339F101   355,089 4,606,755 SH   DFND 2 2,621,532 0 1,985,223
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   1,514 24,930 SH   DFND 2 24,930 0 0
NOVOCURE LTD ORD SHS G6674U108   13,338 221,784 SH   DFND 2 221,784 0 0
OAK STR HEALTH INC COM 67181A107   13,729 354,933 SH   DFND 2 354,933 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   4,266 269,633 SH   DFND 2 269,633 0 0
OUTSET MED INC COM 690145107   18,400 1,000,000 SH   DFND 2 1,000,000 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   16,842 610,000 SH   DFND 2 610,000 0 0
PROCTER AND GAMBLE CO COM 742718109   409,279 2,752,565 SH   DFND 2 1,654,753 0 1,097,812
PTC INC COM 69370C100   16,582 129,311 SH   DFND 2 14,328 0 114,983
QUIDELORTHO CORP COM 219798105   8,909 100,000 SH   DFND 2 100,000 0 0
RESMED INC COM 761152107   16,867 77,020 SH   DFND 2 8,535 0 68,485
S&P GLOBAL INC COM 78409V104   315,102 913,947 SH   DFND 2 546,379 0 367,568
SANDSTORM GOLD LTD COM NEW 80013R206   1,305 224,687 SH   DFND 2 224,687 0 0
SAREPTA THERAPEUTICS INC COM 803607100   19,342 140,329 SH   DFND 2 140,329 0 0
SEA LTD SPONSORD ADS 81141R100   43,841 506,539 SH   DFND 2 157,425 0 349,114
SERVICE CORP INTL COM 817565104   30,023 436,512 SH   DFND 2 79,215 0 357,297
SMITH A O CORP COM 831865209   21,085 304,923 SH   DFND 2 33,795 0 271,128
SYNOPSYS INC COM 871607107   30,193 78,169 SH   DFND 2 8,661 0 69,508
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   77,757 835,916 SH   DFND 2 738,029 0 97,887
TELADOC HEALTH INC COM 87918A105   4,351 168,000 SH   DFND 2 168,000 0 0
TELEFLEX INCORPORATED COM 879369106   14,692 58,000 SH   DFND 2 58,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   804,750 1,396,239 SH   DFND 2 867,291 0 528,948
T-MOBILE US INC COM 872590104   1,093 7,545 SH   DFND 2 7,545 0 0
TRANSUNION COM 89400J107   12,266 197,393 SH   DFND 2 21,862 0 175,531
TRIP COM GROUP LTD ADS 89677Q107   78,923 2,095,124 SH   DFND 2 647,186 0 1,447,938
TYLER TECHNOLOGIES INC COM 902252105   8,203 23,131 SH   DFND 2 2,562 0 20,569
VERISK ANALYTICS INC COM 92345Y106   14,592 76,057 SH   DFND 2 8,424 0 67,633
VERTEX PHARMACEUTICALS INC COM 92532F100   29,477 93,557 SH   DFND 2 93,557 0 0
VICI PPTYS INC COM 925652109   1,109 34,002 SH   DFND 2 34,002 0 0
VISA INC COM CL A 92826C839   670,959 2,975,954 SH   DFND 2 1,779,252 0 1,196,702
WATERS CORP COM 941848103   22,992 74,257 SH   DFND 2 8,215 0 66,042
WHEATON PRECIOUS METALS CORP COM 962879102   1,479 30,720 SH   DFND 2 30,720 0 0