The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 582 | 1,655 | SH | DFND | 2 | 1,655 | 0 | 0 | |
| ADOBE INC | COM | 00724F101 | 291,488 | 655,500 | SH | DFND | 2 | 372,906 | 0 | 282,594 | |
| ALIGN TECHNOLOGY INC | COM | 016255101 | 17,396 | 83,428 | SH | DFND | 2 | 83,428 | 0 | 0 | |
| ALKERMES PLC | SHS | G01767105 | 7,190 | 250,000 | SH | DFND | 2 | 250,000 | 0 | 0 | |
| ALLEGION PLC | ORD SHS | G0176J109 | 11,064 | 84,666 | SH | DFND | 2 | 3,702 | 0 | 80,964 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 583,285 | 3,062,830 | SH | DFND | 2 | 1,734,986 | 0 | 1,327,844 | |
| AMAZON INC | COM | 023135106 | 670,287 | 3,055,232 | SH | DFND | 2 | 1,722,610 | 0 | 1,332,622 | |
| AMDOCS LTD | SHS | G02602103 | 1,897 | 22,278 | SH | DFND | 2 | 22,278 | 0 | 0 | |
| AON PLC | SHS CL A | G0403H108 | 267,468 | 744,704 | SH | DFND | 2 | 429,640 | 0 | 315,064 | |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 994 | 3,394 | SH | DFND | 2 | 3,394 | 0 | 0 | |
| AUTOZONE INC | COM | 053332102 | 592 | 185 | SH | DFND | 2 | 185 | 0 | 0 | |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 19,972 | 303,851 | SH | DFND | 2 | 303,851 | 0 | 0 | |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 258,176 | 3,782,246 | SH | DFND | 2 | 2,138,267 | 0 | 1,643,979 | |
| CENCORA INC | COM | 03073E105 | 1,251 | 5,569 | SH | DFND | 2 | 5,569 | 0 | 0 | |
| CGI INC | CL A SUB VTG | 12532H104 | 1,236 | 11,304 | SH | DFND | 2 | 11,304 | 0 | 0 | |
| CLEAN HARBORS INC | COM | 184496107 | 10,090 | 43,844 | SH | DFND | 2 | 1,923 | 0 | 41,921 | |
| COGNEX CORP | COM | 192422103 | 4,693 | 130,859 | SH | DFND | 2 | 5,869 | 0 | 124,990 | |
| COHERUS BIOSCIENCES INC | COM | 19249H103 | 2,661 | 1,928,464 | SH | DFND | 2 | 1,928,464 | 0 | 0 | |
| COOPER COS INC | COM | 216648501 | 12,199 | 132,704 | SH | DFND | 2 | 5,760 | 0 | 126,944 | |
| COSTCO WHSL CORP NEW | COM | 22160K105 | 376,329 | 410,719 | SH | DFND | 2 | 232,756 | 0 | 177,963 | |
| DEX INC | COM | 252131107 | 27,142 | 349,000 | SH | DFND | 2 | 349,000 | 0 | 0 | |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 33,947 | 458,553 | SH | DFND | 2 | 318,776 | 0 | 139,777 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 11,110 | 75,942 | SH | DFND | 2 | 3,322 | 0 | 72,620 | |
| ELEVANCE HEALTH INC | COM | 036752103 | 33,711 | 91,383 | SH | DFND | 2 | 91,383 | 0 | 0 | |
| EMBRAER S.A. | SPONSORED ADS | 29082A107 | 367 | 10,010 | SH | DFND | 2 | 10,010 | 0 | 0 | |
| EXACT SCIENCES CORP | COM | 30063P105 | 47,010 | 836,618 | SH | DFND | 2 | 633,921 | 0 | 202,697 | |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | 44,258 | 254,988 | SH | DFND | 2 | 104,445 | 0 | 150,543 | |
| FISERV INC | COM | 337738108 | 365,413 | 1,778,860 | SH | DFND | 2 | 1,038,881 | 0 | 739,979 | |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 1,859 | 6,549 | SH | DFND | 2 | 6,549 | 0 | 0 | |
| GENPACT LIMITED | SHS | G3922B107 | 1,919 | 44,689 | SH | DFND | 2 | 44,689 | 0 | 0 | |
| GLAUKOS CORP | COM | 377322102 | 24,322 | 162,212 | SH | DFND | 2 | 162,212 | 0 | 0 | |
| GLOBAL PMTS INC | COM | 37940X102 | 10,972 | 97,909 | SH | DFND | 2 | 4,269 | 0 | 93,640 | |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 289,353 | 4,531,058 | SH | DFND | 2 | 2,636,130 | 0 | 1,894,928 | |
| ICICI BANK LIMITED | ADR | 45104G104 | 92,372 | 3,093,496 | SH | DFND | 2 | 1,289,842 | 0 | 1,803,654 | |
| ILLUMINA INC | COM | 452327109 | 10,420 | 77,978 | SH | DFND | 2 | 77,978 | 0 | 0 | |
| INFOSYS LTD | SPONSORED ADR | 456788108 | 18,697 | 852,969 | SH | DFND | 2 | 405,865 | 0 | 447,104 | |
| INSMED INC | COM PAR $.01 | 457669307 | 23,688 | 343,110 | SH | DFND | 2 | 343,110 | 0 | 0 | |
| INSULET CORP | COM | 45784P101 | 38,614 | 147,908 | SH | DFND | 2 | 147,908 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 840 | 5,639 | SH | DFND | 2 | 5,639 | 0 | 0 | |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 53,924 | 103,311 | SH | DFND | 2 | 103,311 | 0 | 0 | |
| IONIS PHARMACEUTICALS INC | COM | 462222100 | 13,984 | 400,000 | SH | DFND | 2 | 400,000 | 0 | 0 | |
| IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 9,324 | 1,260,000 | SH | DFND | 2 | 1,260,000 | 0 | 0 | |
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 7,214 | 80,000 | SH | DFND | 2 | 80,000 | 0 | 0 | |
| KARYOPHARM THERAPEUTICS INC | COM | 48576U106 | 1,014 | 1,500,000 | SH | DFND | 2 | 1,500,000 | 0 | 0 | |
| KE HLDGS INC | SPONSORED ADS | 482497104 | 17,862 | 969,694 | SH | DFND | 2 | 379,597 | 0 | 590,097 | |
| KRYSTAL BIOTECH INC | COM | 501147102 | 16,576 | 105,809 | SH | DFND | 2 | 105,809 | 0 | 0 | |
| LINDE PLC | SHS | G54950103 | 438,222 | 1,046,700 | SH | DFND | 2 | 605,637 | 0 | 441,063 | |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 31,278 | 278,573 | SH | DFND | 2 | 108,704 | 0 | 169,869 | |
| MCKESSON CORP | COM | 58155Q103 | 2,015 | 3,536 | SH | DFND | 2 | 3,536 | 0 | 0 | |
| MEDTRONIC PLC | SHS | G5960L103 | 23,165 | 290,000 | SH | DFND | 2 | 290,000 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 15,408 | 9,061 | SH | DFND | 2 | 973 | 0 | 8,088 | |
| MICROSOFT CORP | COM | 594918104 | 622,887 | 1,477,787 | SH | DFND | 2 | 837,365 | 0 | 640,422 | |
| MSCI INC | COM | 55354G100 | 14,945 | 24,908 | SH | DFND | 2 | 1,084 | 0 | 23,824 | |
| NATERA INC | COM | 632307104 | 31,660 | 200,000 | SH | DFND | 2 | 200,000 | 0 | 0 | |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 15,698 | 115,000 | SH | DFND | 2 | 115,000 | 0 | 0 | |
| NEXTERA ENERGY INC | COM | 65339F101 | 311,929 | 4,351,080 | SH | DFND | 2 | 2,309,087 | 0 | 2,041,993 | |
| NOVOCURE LTD | ORD SHS | G6674U108 | 18,529 | 621,784 | SH | DFND | 2 | 621,784 | 0 | 0 | |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 507 | 48,954 | SH | DFND | 2 | 48,954 | 0 | 0 | |
| OSISKO GOLD ROYALTIES LTD | COM | 68827L101 | 1,412 | 78,032 | SH | DFND | 2 | 78,032 | 0 | 0 | |
| OUTSET MED INC | COM | 690145107 | 1,110 | 1,000,000 | SH | DFND | 2 | 1,000,000 | 0 | 0 | |
| PARKER-HANNIFIN CORP | COM | 701094104 | 410,177 | 644,902 | SH | DFND | 2 | 339,253 | 0 | 305,649 | |
| PENUMBRA INC | COM | 70975L107 | 23,036 | 97,000 | SH | DFND | 2 | 97,000 | 0 | 0 | |
| PRIVIA HEALTH GROUP INC | COM | 74276R102 | 11,926 | 610,000 | SH | DFND | 2 | 610,000 | 0 | 0 | |
| PROCTER AND GAMBLE CO | COM | 742718109 | 349,246 | 2,083,187 | SH | DFND | 2 | 1,184,693 | 0 | 898,494 | |
| PROGRESSIVE CORP | COM | 743315103 | 2,450 | 10,226 | SH | DFND | 2 | 10,226 | 0 | 0 | |
| PTC INC | COM | 69370C100 | 15,894 | 86,439 | SH | DFND | 2 | 3,779 | 0 | 82,660 | |
| RESMED INC | COM | 761152107 | 13,162 | 57,556 | SH | DFND | 2 | 2,504 | 0 | 55,052 | |
| ROPER TECHNOLOGIES INC | COM | 776696106 | 2,966 | 5,706 | SH | DFND | 2 | 5,706 | 0 | 0 | |
| ROSS STORES INC | COM | 778296103 | 2,023 | 13,374 | SH | DFND | 2 | 13,374 | 0 | 0 | |
| RYAN SPECIALTY HOLDINGS INC | CL A | 78351F107 | 11,237 | 175,136 | SH | DFND | 2 | 7,690 | 0 | 167,446 | |
| S&P GLOBAL INC | COM | 78409V104 | 347,115 | 696,976 | SH | DFND | 2 | 397,605 | 0 | 299,371 | |
| SANDSTORM GOLD LTD | COM NEW | 80013R206 | 2,221 | 398,069 | SH | DFND | 2 | 398,069 | 0 | 0 | |
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 23,142 | 190,329 | SH | DFND | 2 | 190,329 | 0 | 0 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 33,512 | 315,849 | SH | DFND | 2 | 117,828 | 0 | 198,021 | |
| SERVICE CORP INTL | COM | 817565104 | 19,980 | 250,317 | SH | DFND | 2 | 27,040 | 0 | 223,277 | |
| SMITH A O CORP | COM | 831865209 | 8,732 | 128,017 | SH | DFND | 2 | 5,763 | 0 | 122,254 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 2,595 | 5,800 | SH | DFND | 2 | 5,800 | 0 | 0 | |
| SYNOPSYS INC | COM | 871607107 | 16,453 | 33,898 | SH | DFND | 2 | 1,496 | 0 | 32,402 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 151,760 | 768,442 | SH | DFND | 2 | 643,025 | 0 | 125,417 | |
| TELEFLEX INCORPORATED | COM | 879369106 | 10,323 | 58,000 | SH | DFND | 2 | 58,000 | 0 | 0 | |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 17,024 | 1,499,891 | SH | DFND | 2 | 588,828 | 0 | 911,063 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 560,264 | 1,076,955 | SH | DFND | 2 | 645,681 | 0 | 431,274 | |
| T-MOBILE US INC | COM | 872590104 | 573 | 2,596 | SH | DFND | 2 | 2,596 | 0 | 0 | |
| TRANSUNION | COM | 89400J107 | 12,321 | 132,898 | SH | DFND | 2 | 5,771 | 0 | 127,127 | |
| TRIP COM GROUP LTD | ADS | 89677Q107 | 89,890 | 1,309,208 | SH | DFND | 2 | 484,108 | 0 | 825,100 | |
| TYLER TECHNOLOGIES INC | COM | 902252105 | 13,829 | 23,982 | SH | DFND | 2 | 1,051 | 0 | 22,931 | |
| VERISK ANALYTICS INC | COM | 92345Y106 | 13,997 | 50,820 | SH | DFND | 2 | 2,219 | 0 | 48,601 | |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 27,205 | 67,557 | SH | DFND | 2 | 67,557 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 712,188 | 2,253,475 | SH | DFND | 2 | 1,278,051 | 0 | 975,424 | |
| WATERS CORP | COM | 941848103 | 13,910 | 37,496 | SH | DFND | 2 | 1,637 | 0 | 35,859 | |
| ZAI LAB LTD | ADR | 98887Q104 | 13,095 | 500,000 | SH | DFND | 2 | 500,000 | 0 | 0 | |
