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   366,810 726,932 SH   DFND 2 396,072 0 330,860
AGILENT TECHNOLOGIES INC COM 00846U101   681 4,679 SH   DFND 2 4,679 0 0
ALIGN TECHNOLOGY INC COM 016255101   20,799 63,428 SH   DFND 2 63,428 0 0
ALLEGION PLC ORD SHS G0176J109   47,474 352,416 SH   DFND 2 5,430 0 346,986
ALPHABET INC CAP STK CL C 02079K107   517,640 3,399,710 SH   DFND 2 1,848,664 0 1,551,046
AMAZON INC COM 023135106   612,128 3,393,549 SH   DFND 2 1,834,780 0 1,558,769
AMDOCS LTD SHS G02602103   1,833 20,280 SH   DFND 2 20,280 0 0
AON PLC SHS CL A G0403H108   275,010 824,075 SH   DFND 2 457,596 0 366,479
AUTOMATIC DATA PROCESSING IN COM 053015103   1,042 4,172 SH   DFND 2 4,172 0 0
AUTOZONE INC COM 053332102   2,049 650 SH   DFND 2 650 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   26,538 303,851 SH   DFND 2 303,851 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   1,671 39,769 SH   DFND 2 39,769 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   2,819 114,736 SH   DFND 2 114,736 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   242,650 4,174,269 SH   DFND 2 2,263,109 0 1,911,160
CENCORA INC COM 03073E105   1,658 6,823 SH   DFND 2 6,823 0 0
CENTENE CORP DEL COM 15135B101   26,272 334,756 SH   DFND 2 334,756 0 0
COCA COLA CO COM 191216100   1,439 23,515 SH   DFND 2 23,515 0 0
COGNEX CORP COM 192422103   22,952 541,065 SH   DFND 2 8,201 0 532,864
COHERUS BIOSCIENCES INC COM 19249H103   4,609 1,928,464 SH   DFND 2 1,928,464 0 0
COOPER COS INC COM ADDED 216648501   61,191 603,102 SH   DFND 2 9,262 0 593,840
COSTCO WHSL CORP NEW COM 22160K105   448,462 612,126 SH   DFND 2 332,971 0 279,155
DEX INC COM 252131107   48,406 349,000 SH   DFND 2 349,000 0 0
DROPBOX INC CL A 26210C104   44,795 1,843,433 SH   DFND 2 28,719 0 1,814,714
EDWARDS LIFESCIENCES CORP COM 28176E108   87,090 911,365 SH   DFND 2 321,449 0 589,916
ELECTRONIC ARTS INC COM 285512109   42,305 318,872 SH   DFND 2 4,871 0 314,001
ELEVANCE HEALTH INC COM 036752103   36,372 70,144 SH   DFND 2 70,144 0 0
EXACT SCIENCES CORP COM 30063P105   78,588 1,137,970 SH   DFND 2 494,536 0 643,434
FERGUSON PLC NEW SHS G3421J106   57,190 261,823 SH   DFND 2 3,981 0 257,842
FISERV INC COM 337738108   314,630 1,968,651 SH   DFND 2 1,109,116 0 859,535
GENPACT LIMITED SHS G3922B107   1,804 54,738 SH   DFND 2 54,738 0 0
GLAUKOS CORP COM 377322102   18,595 197,212 SH   DFND 2 197,212 0 0
GLOBAL PMTS INC COM 37940X102   54,115 404,869 SH   DFND 2 6,177 0 398,692
HDFC BANK LTD SPONSORED ADS 40415F101   219,985 3,930,414 SH   DFND 2 2,164,810 0 1,765,604
HUMANA INC COM 444859102   18,189 52,459 SH   DFND 2 52,459 0 0
ICICI BANK LIMITED ADR 45104G104   82,197 3,112,329 SH   DFND 2 1,332,736 0 1,779,593
ILLUMINA INC COM 452327109   10,708 77,978 SH   DFND 2 77,978 0 0
INFOSYS LTD SPONSORED ADR 456788108   14,680 818,723 SH   DFND 2 371,619 0 447,104
INSMED INC COM PAR $.01 457669307   9,309 343,110 SH   DFND 2 343,110 0 0
INSULET CORP COM 45784P101   28,779 167,908 SH   DFND 2 167,908 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   959 6,981 SH   DFND 2 6,981 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   60,187 150,811 SH   DFND 2 150,811 0 0
IONIS PHARMACEUTICALS INC COM 462222100   13,005 300,000 SH   DFND 2 300,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   15,709 1,060,000 SH   DFND 2 1,060,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   9,280 80,000 SH   DFND 2 80,000 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106   2,265 1,500,000 SH   DFND 2 1,500,000 0 0
KEURIG DR PEPPER INC COM 49271V100   1,012 33,002 SH   DFND 2 33,002 0 0
KRYSTAL BIOTECH INC COM 501147102   24,164 135,809 SH   DFND 2 135,809 0 0
LINDE PLC SHS G54950103   481,546 1,037,100 SH   DFND 2 571,256 0 465,844
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   19,723 277,600 SH   DFND 2 110,100 0 167,500
MCKESSON CORP COM 58155Q103   2,326 4,332 SH   DFND 2 4,332 0 0
MEDTRONIC PLC SHS G5960L103   25,274 290,000 SH   DFND 2 290,000 0 0
MERCADOLIBRE INC COM 58733R102   54,276 35,898 SH   DFND 2 1,481 0 34,417
MICROSOFT CORP COM 594918104   870,193 2,068,342 SH   DFND 2 1,103,732 0 964,610
MSCI INC COM 55354G100   41,591 74,210 SH   DFND 2 1,143 0 73,067
NATERA INC COM 632307104   39,785 435,000 SH   DFND 2 435,000 0 0
NEXTERA ENERGY INC COM 65339F101   309,587 4,844,103 SH   DFND 2 2,451,710 0 2,392,393
NOVOCURE LTD ORD SHS G6674U108   8,155 521,784 SH   DFND 2 521,784 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   919 77,027 SH   DFND 2 77,027 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   1,433 87,261 SH   DFND 2 87,261 0 0
OUTSET MED INC COM 690145107   2,220 1,000,000 SH   DFND 2 1,000,000 0 0
PENUMBRA INC COM 70975L107   17,185 77,000 SH   DFND 2 77,000 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   11,950 610,000 SH   DFND 2 610,000 0 0
PROCTER AND GAMBLE CO COM 742718109   373,525 2,302,160 SH   DFND 2 1,263,894 0 1,038,266
PTC INC COM 69370C100   67,886 359,301 SH   DFND 2 5,474 0 353,827
RESMED INC COM 761152107   57,248 289,088 SH   DFND 2 4,392 0 284,696
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   37,409 674,043 SH   DFND 2 10,267 0 663,776
S&P GLOBAL INC COM 78409V104   328,039 771,040 SH   DFND 2 422,381 0 348,659
SANDSTORM GOLD LTD COM NEW 80013R206   1,900 361,812 SH   DFND 2 361,812 0 0
SAREPTA THERAPEUTICS INC COM 803607100   18,167 140,329 SH   DFND 2 140,329 0 0
SEA LTD SPONSORD ADS 81141R100   17,102 318,417 SH   DFND 2 123,991 0 194,426
SERVICE CORP INTL COM 817565104   84,914 1,144,244 SH   DFND 2 37,703 0 1,106,541
SMITH A O CORP COM 831865209   56,238 628,634 SH   DFND 2 9,599 0 619,035
SYNOPSYS INC COM 871607107   80,461 140,789 SH   DFND 2 2,183 0 138,606
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   99,620 732,234 SH   DFND 2 688,234 0 44,000
TELADOC HEALTH INC COM 87918A105   2,537 168,000 SH   DFND 2 168,000 0 0
TELEFLEX INCORPORATED COM 879369106   13,118 58,000 SH   DFND 2 58,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   689,929 1,187,056 SH   DFND 2 682,845 0 504,211
T-MOBILE US INC COM 872590104   2,643 16,195 SH   DFND 2 16,195 0 0
TRANSUNION COM 89400J107   43,650 546,990 SH   DFND 2 8,459 0 538,531
TRIP COM GROUP LTD ADS 89677Q107   57,870 1,318,519 SH   DFND 2 507,450 0 811,069
TYLER TECHNOLOGIES INC COM 902252105   27,432 64,545 SH   DFND 2 976 0 63,569
VERISK ANALYTICS INC COM 92345Y106   49,467 209,846 SH   DFND 2 3,213 0 206,633
VERTEX PHARMACEUTICALS INC COM 92532F100   29,912 71,557 SH   DFND 2 71,557 0 0
VISA INC COM CL A 92826C839   698,064 2,501,306 SH   DFND 2 1,362,800 0 1,138,506
WATERS CORP COM 941848103   70,451 204,664 SH   DFND 2 3,166 0 201,498