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   435,933 730,695 SH   DFND 2 397,465 0 333,230
AGILENT TECHNOLOGIES INC COM 00846U101   1,092 7,856 SH   DFND 2 7,856 0 0
ALIGN TECHNOLOGY INC COM 016255101   17,379 63,428 SH   DFND 2 63,428 0 0
ALLEGION PLC ORD SHS G0176J109   14,956 118,050 SH   DFND 2 5,064 0 112,986
ALPHABET INC CAP STK CL C 02079K107   481,645 3,417,620 SH   DFND 2 1,855,234 0 1,562,386
AMAZON INC COM 023135106   518,376 3,411,715 SH   DFND 2 1,841,361 0 1,570,354
AMDOCS LTD SHS G02602103   1,782 20,280 SH   DFND 2 20,280 0 0
AON PLC SHS CL A G0403H108   241,187 828,764 SH   DFND 2 459,779 0 368,985
AUTOZONE INC COM 053332102   776 300 SH   DFND 2 300 0 0
AXONICS INC COM 05465P101   19,938 320,400 SH   DFND 2 320,400 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   29,297 303,851 SH   DFND 2 303,851 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   1,598 39,769 SH   DFND 2 39,769 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   3,303 114,736 SH   DFND 2 114,736 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   241,514 4,203,900 SH   DFND 2 2,278,967 0 1,924,933
CENCORA INC COM 03073E105   1,401 6,823 SH   DFND 2 6,823 0 0
CENTENE CORP DEL COM 15135B101   24,842 334,756 SH   DFND 2 334,756 0 0
COCA COLA CO COM 191216100   1,386 23,515 SH   DFND 2 23,515 0 0
COGNEX CORP COM 192422103   7,585 181,719 SH   DFND 2 7,817 0 173,902
COHERUS BIOSCIENCES INC COM 19249H103   6,422 1,928,464 SH   DFND 2 1,928,464 0 0
COOPER COS INC COM NEW 216648402   19,291 50,974 SH   DFND 2 2,134 0 48,840
COSTCO WHSL CORP NEW COM 22160K105   406,524 615,871 SH   DFND 2 334,671 0 281,200
DEX INC COM 252131107   47,651 384,000 SH   DFND 2 384,000 0 0
DROPBOX INC CL A 26210C104   18,384 623,594 SH   DFND 2 26,780 0 596,814
EDWARDS LIFESCIENCES CORP COM 28176E108   38,549 505,565 SH   DFND 2 320,842 0 184,723
ELECTRONIC ARTS INC COM 285512109   14,439 105,543 SH   DFND 2 4,542 0 101,001
ELEVANCE HEALTH INC COM 036752103   33,077 70,144 SH   DFND 2 70,144 0 0
EXACT SCIENCES CORP COM 30063P105   46,768 632,173 SH   DFND 2 423,739 0 208,434
FERGUSON PLC NEW SHS G3421J106   16,914 87,605 SH   DFND 2 3,763 0 83,842
FISERV INC COM 337738108   263,018 1,979,958 SH   DFND 2 1,114,136 0 865,822
GENPACT LIMITED SHS G3922B107   1,900 54,738 SH   DFND 2 54,738 0 0
GLAUKOS CORP COM 377322102   15,676 197,212 SH   DFND 2 197,212 0 0
GLOBAL PMTS INC COM 37940X102   12,638 99,512 SH   DFND 2 4,283 0 95,229
HDFC BANK LTD SPONSORED ADS 40415F101   252,423 3,761,339 SH   DFND 2 1,989,339 0 1,772,000
HUMANA INC COM 444859102   24,016 52,459 SH   DFND 2 52,459 0 0
ICICI BANK LIMITED ADR 45104G104   73,910 3,100,253 SH   DFND 2 1,320,660 0 1,779,593
ILLUMINA INC COM 452327109   10,858 77,978 SH   DFND 2 77,978 0 0
INFOSYS LTD SPONSORED ADR 456788108   13,629 741,530 SH   DFND 2 321,775 0 419,755
INSMED INC COM PAR $.01 457669307   10,633 343,110 SH   DFND 2 343,110 0 0
INSULET CORP COM 45784P101   36,433 167,908 SH   DFND 2 167,908 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   897 6,981 SH   DFND 2 6,981 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   50,878 150,811 SH   DFND 2 150,811 0 0
IONIS PHARMACEUTICALS INC COM 462222100   15,177 300,000 SH   DFND 2 300,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   11,057 1,360,000 SH   DFND 2 1,360,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   8,563 80,000 SH   DFND 2 80,000 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106   1,298 1,500,000 SH   DFND 2 1,500,000 0 0
KEURIG DR PEPPER INC COM 49271V100   2,245 67,368 SH   DFND 2 67,368 0 0
KRYSTAL BIOTECH INC COM 501147102   23,051 185,809 SH   DFND 2 185,809 0 0
LINDE PLC SHS G54950103   431,783 1,051,308 SH   DFND 2 582,058 0 469,250
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   2,255 48,000 SH   DFND 2 20,900 0 27,100
MCKESSON CORP COM 58155Q103   2,006 4,332 SH   DFND 2 4,332 0 0
MEDTRONIC PLC SHS G5960L103   23,890 290,000 SH   DFND 2 290,000 0 0
MERCADOLIBRE INC COM 58733R102   19,959 12,700 SH   DFND 2 1,445 0 11,255
MICROSOFT CORP COM 594918104   782,485 2,080,857 SH   DFND 2 1,108,252 0 972,605
MSCI INC COM 55354G100   14,224 25,146 SH   DFND 2 1,079 0 24,067
NATERA INC COM 632307104   29,754 475,000 SH   DFND 2 475,000 0 0
NEXTERA ENERGY INC COM 65339F101   233,294 3,840,866 SH   DFND 2 1,944,028 0 1,896,838
NOVOCURE LTD ORD SHS G6674U108   7,790 521,784 SH   DFND 2 521,784 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   642 77,027 SH   DFND 2 77,027 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   2,380 166,674 SH   DFND 2 166,674 0 0
OUTSET MED INC COM 690145107   5,410 1,000,000 SH   DFND 2 1,000,000 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   14,048 610,000 SH   DFND 2 610,000 0 0
PROCTER AND GAMBLE CO COM 742718109   340,352 2,322,587 SH   DFND 2 1,276,221 0 1,046,366
PTC INC COM 69370C100   21,062 120,381 SH   DFND 2 5,054 0 115,327
QUIDELORTHO CORP COM 219798105   7,370 100,000 SH   DFND 2 100,000 0 0
RESMED INC COM 761152107   16,911 98,309 SH   DFND 2 4,103 0 94,206
S&P GLOBAL INC COM 78409V104   341,670 775,605 SH   DFND 2 424,426 0 351,179
SANDSTORM GOLD LTD COM NEW 80013R206   1,820 361,812 SH   DFND 2 361,812 0 0
SAREPTA THERAPEUTICS INC COM 803607100   13,532 140,329 SH   DFND 2 140,329 0 0
SEA LTD SPONSORD ADS 81141R100   12,942 319,561 SH   DFND 2 125,135 0 194,426
SERVICE CORP INTL COM 817565104   27,728 405,087 SH   DFND 2 46,545 0 358,542
SMITH A O CORP COM 831865209   23,418 284,061 SH   DFND 2 11,896 0 272,165
SYNOPSYS INC COM 871607107   28,180 54,728 SH   DFND 2 2,435 0 52,293
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   76,979 740,182 SH   DFND 2 693,140 0 47,042
TELADOC HEALTH INC COM 87918A105   3,620 168,000 SH   DFND 2 168,000 0 0
TELEFLEX INCORPORATED COM 879369106   14,462 58,000 SH   DFND 2 58,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   634,218 1,194,856 SH   DFND 2 686,954 0 507,902
T-MOBILE US INC COM 872590104   2,597 16,195 SH   DFND 2 16,195 0 0
TRANSUNION COM 89400J107   12,671 184,419 SH   DFND 2 7,888 0 176,531
TRIP COM GROUP LTD ADS 89677Q107   48,116 1,336,184 SH   DFND 2 525,115 0 811,069
TYLER TECHNOLOGIES INC COM 902252105   8,987 21,494 SH   DFND 2 925 0 20,569
VERISK ANALYTICS INC COM 92345Y106   16,881 70,673 SH   DFND 2 3,040 0 67,633
VERTEX PHARMACEUTICALS INC COM 92532F100   29,116 71,557 SH   DFND 2 71,557 0 0
VISA INC COM CL A 92826C839   654,853 2,515,280 SH   DFND 2 1,367,175 0 1,148,105
WATERS CORP COM 941848103   22,782 69,197 SH   DFND 2 2,898 0 66,299