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 INC COM 00724F101   417,332 818,459 SH   DFND 2 484,683 0 333,776
AGILENT TECHNOLOGIES INC COM 00846U101   878 7,856 SH   DFND 2 7,856 0 0
ALIGN TECHNOLOGY INC COM 016255101   19,366 63,428 SH   DFND 2 63,428 0 0
ALLEGION PLC ORD SHS G0176J109   12,301 118,050 SH   DFND 2 5,064 0 112,986
ALPHABET INC CAP STK CL C 02079K107   506,493 3,841,432 SH   DFND 2 2,275,091 0 1,566,341
AMAZON INC COM 023135106   487,630 3,835,979 SH   DFND 2 2,263,235 0 1,572,744
AMDOCS LTD SHS G02602103   1,990 23,548 SH   DFND 2 23,548 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,050 6,383 SH   DFND 2 6,383 0 0
AON PLC SHS CL A G0403H108   251,140 774,598 SH   DFND 2 461,592 0 313,006
AXONICS INC COM 05465P101   17,981 320,400 SH   DFND 2 320,400 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   22,461 253,851 SH   DFND 2 253,851 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   1,390 41,684 SH   DFND 2 41,684 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   3,348 139,846 SH   DFND 2 139,846 0 0
CARA THERAPEUTICS INC COM 140755109   980 583,460 SH   DFND 2 583,460 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   260,761 4,723,934 SH   DFND 2 2,781,898 0 1,942,036
CENCORA INC COM 03073E105   1,427 7,929 SH   DFND 2 7,929 0 0
CENTENE CORP DEL COM 15135B101   23,058 334,756 SH   DFND 2 334,756 0 0
COCA COLA CO COM 191216100   1,552 27,721 SH   DFND 2 27,721 0 0
COGNEX CORP COM 192422103   7,712 181,719 SH   DFND 2 7,817 0 173,902
COHERUS BIOSCIENCES INC COM 19249H103   7,212 1,928,464 SH   DFND 2 1,928,464 0 0
COOPER COS INC COM NEW 216648402   16,197 50,974 SH   DFND 2 2,134 0 48,840
COSTCO WHSL CORP NEW COM 22160K105   390,630 691,430 SH   DFND 2 409,273 0 282,157
DEX INC COM 252131107   34,708 372,000 SH   DFND 2 372,000 0 0
DROPBOX INC CL A 26210C104   16,980 623,594 SH   DFND 2 26,780 0 596,814
EDWARDS LIFESCIENCES CORP COM 28176E108   33,213 479,396 SH   DFND 2 319,430 0 159,966
ELECTRONIC ARTS INC COM 285512109   12,707 105,543 SH   DFND 2 4,542 0 101,001
ELEVANCE HEALTH INC COM 036752103   30,828 70,800 SH   DFND 2 70,800 0 0
EXACT SCIENCES CORP COM 30063P105   43,127 632,173 SH   DFND 2 423,739 0 208,434
FERGUSON PLC NEW SHS G3421J106   14,408 87,605 SH   DFND 2 3,763 0 83,842
FISERV INC COM 337738108   250,640 2,218,838 SH   DFND 2 1,344,868 0 873,970
GENPACT LIMITED SHS G3922B107   2,293 63,342 SH   DFND 2 63,342 0 0
GLAUKOS CORP COM 377322102   14,840 197,212 SH   DFND 2 197,212 0 0
GLOBAL PMTS INC COM 37940X102   11,483 99,512 SH   DFND 2 4,283 0 95,229
H WORLD GROUP LTD SPONSORED ADS 44332N106   902 22,887 SH   DFND 2 22,887 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   223,919 3,794,600 SH   DFND 2 2,008,354 0 1,786,246
HORIZON THERAPEUTICS PUB L SHS G46188101   36,043 311,544 SH   DFND 2 311,544 0 0
HUMANA INC COM 444859102   25,522 52,459 SH   DFND 2 52,459 0 0
ICICI BANK LIMITED ADR 45104G104   75,029 3,245,201 SH   DFND 2 1,475,986 0 1,769,215
ILLUMINA INC COM 452327109   10,705 77,978 SH   DFND 2 77,978 0 0
INFOSYS LTD SPONSORED ADR 456788108   13,087 764,852 SH   DFND 2 345,097 0 419,755
INSMED INC COM PAR $.01 457669307   8,664 343,110 SH   DFND 2 343,110 0 0
INSULET CORP COM 45784P101   18,805 117,908 SH   DFND 2 117,908 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   768 6,981 SH   DFND 2 6,981 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   44,081 150,811 SH   DFND 2 150,811 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   6,188 1,360,000 SH   DFND 2 1,360,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   7,541 80,000 SH   DFND 2 80,000 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106   2,010 1,500,000 SH   DFND 2 1,500,000 0 0
KEURIG DR PEPPER INC COM 49271V100   2,624 83,132 SH   DFND 2 83,132 0 0
KRYSTAL BIOTECH INC COM 501147102   21,554 185,809 SH   DFND 2 185,809 0 0
LINDE PLC SHS G54950103   439,009 1,179,022 SH   DFND 2 706,698 0 472,324
MCKESSON CORP COM 58155Q103   2,189 5,034 SH   DFND 2 5,034 0 0
MERCADOLIBRE INC COM 58733R102   16,102 12,700 SH   DFND 2 1,445 0 11,255
MICROSOFT CORP COM 594918104   743,454 2,354,564 SH   DFND 2 1,378,915 0 975,649
MSCI INC COM 55354G100   12,902 25,146 SH   DFND 2 1,079 0 24,067
NATERA INC COM 632307104   21,019 475,000 SH   DFND 2 475,000 0 0
NEXTERA ENERGY INC COM 65339F101   250,968 4,380,664 SH   DFND 2 2,470,795 0 1,909,869
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   1,376 46,341 SH   DFND 2 46,341 0 0
NOVOCURE LTD ORD SHS G6674U108   3,582 221,784 SH   DFND 2 221,784 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   558 77,027 SH   DFND 2 77,027 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   2,309 196,498 SH   DFND 2 196,498 0 0
OUTSET MED INC COM 690145107   10,880 1,000,000 SH   DFND 2 1,000,000 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   14,030 610,000 SH   DFND 2 610,000 0 0
PROCTER AND GAMBLE CO COM 742718109   382,475 2,622,206 SH   DFND 2 1,567,073 0 1,055,133
PTC INC COM 69370C100   17,056 120,381 SH   DFND 2 5,054 0 115,327
QUIDELORTHO CORP COM 219798105   7,304 100,000 SH   DFND 2 100,000 0 0
RESMED INC COM 761152107   10,614 71,781 SH   DFND 2 3,079 0 68,702
S&P GLOBAL INC COM 78409V104   316,939 867,352 SH   DFND 2 513,658 0 353,694
SANDSTORM GOLD LTD COM NEW 80013R206   2,101 450,766 SH   DFND 2 450,766 0 0
SAREPTA THERAPEUTICS INC COM 803607100   17,011 140,329 SH   DFND 2 140,329 0 0
SEA LTD SPONSORD ADS 81141R100   14,835 337,547 SH   DFND 2 143,121 0 194,426
SERVICE CORP INTL COM 817565104   23,727 415,236 SH   DFND 2 56,694 0 358,542
SMITH A O CORP COM 831865209   18,785 284,061 SH   DFND 2 11,896 0 272,165
SYNOPSYS INC COM 871607107   33,439 72,856 SH   DFND 2 3,077 0 69,779
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   66,189 761,663 SH   DFND 2 710,776 0 50,887
TELADOC HEALTH INC COM 87918A105   3,123 168,000 SH   DFND 2 168,000 0 0
TELEFLEX INCORPORATED COM 879369106   11,392 58,000 SH   DFND 2 58,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   672,682 1,328,965 SH   DFND 2 820,115 0 508,850
T-MOBILE US INC COM 872590104   2,629 18,772 SH   DFND 2 18,772 0 0
TRANSUNION COM 89400J107   13,168 183,419 SH   DFND 2 7,888 0 175,531
TRIP COM GROUP LTD ADS 89677Q107   48,835 1,396,479 SH   DFND 2 591,660 0 804,819
TYLER TECHNOLOGIES INC COM 902252105   8,300 21,494 SH   DFND 2 925 0 20,569
VERISK ANALYTICS INC COM 92345Y106   16,696 70,673 SH   DFND 2 3,040 0 67,633
VERTEX PHARMACEUTICALS INC COM 92532F100   32,534 93,557 SH   DFND 2 93,557 0 0
VISA INC COM CL A 92826C839   649,300 2,822,922 SH   DFND 2 1,672,497 0 1,150,425
WATERS CORP COM 941848103   18,975 69,197 SH   DFND 2 2,898 0 66,299