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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 1,147,257 6,510 SH DFND 2 6,510 0 0
ALPHABET INC CAP STK CL A 02079K305 2,598,159 14,743 SH DFND 1 14,743 0 0
AMAZON COM INC COM 023135106 15,171,257 69,152 SH DFND 2 69,152 0 0
AMAZON COM INC COM 023135106 53,948,660 245,903 SH DFND 1 245,903 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 1,107,898 24,312 SH DFND 1 24,312 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 9,970,944 218,805 SH DFND 2 218,805 0 0
APPLIED MATLS INC COM 038222105 1,860,540 10,163 SH DFND 2 10,163 0 0
APPLIED MATLS INC COM 038222105 30,910,820 168,847 SH DFND 1 168,847 0 0
CAMDEN PPTY TR SH BEN INT 133131102 6,272,326 55,660 SH DFND 1 55,660 0 0
CANADIAN NATL RY CO COM 136375102 2,373,256 22,811 SH DFND 1 22,811 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 3,805,673 48,009 SH DFND 1 48,009 0 0
CONFLUENT INC CLASS A COM 20717M103 10,250,044 411,153 SH DFND 1 411,153 0 0
COUPANG INC CL A 22266T109 105,387,596 3,517,610 SH DFND 1 3,517,610 0 0
COUPANG INC CL A 22266T109 66,466,530 2,218,509 SH DFND 2 2,218,509 0 0
CRH PLC ORD G25508105 4,527,667 49,321 SH DFND 1 49,321 0 0
DANAHER CORPORATION COM 235851102 1,895,594 9,596 SH DFND 1 9,596 0 0
DISNEY WALT CO COM 254687106 27,881,788 224,835 SH DFND 1 224,835 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 516,396 12,040 SH DFND 1 12,040 0 0
DYNATRACE INC COM NEW 268150109 3,268,929 59,209 SH DFND 2 59,209 0 0
DYNATRACE INC COM NEW 268150109 16,938,594 306,803 SH DFND 1 306,803 0 0
ELEVANCE HEALTH INC COM 036752103 11,776,931 30,278 SH DFND 2 30,278 0 0
ELEVANCE HEALTH INC COM 036752103 41,653,337 107,089 SH DFND 1 107,089 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 18,493,245 324,956 SH DFND 1 324,956 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 10,915,793 191,808 SH DFND 2 191,808 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 6,443,810 95,478 SH DFND 1 95,478 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 4,883,287 65,928 SH DFND 2 65,928 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 20,489,170 276,619 SH DFND 1 276,619 0 0
GITLAB INC CLASS A COM 37637K108 4,200,012 93,106 SH DFND 2 93,106 0 0
GITLAB INC CLASS A COM 37637K108 18,901,586 419,011 SH DFND 1 419,011 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 93,674,484 18,623,158 SH DFND 1 18,623,158 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 57,651,828 11,461,596 SH DFND 2 11,461,596 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,339,578 17,472 SH DFND 1 17,472 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 919,043 11,987 SH DFND 2 11,987 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 8,623,126 155,624 SH DFND 2 155,624 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 27,766,008 501,101 SH DFND 1 501,101 0 0
IQVIA HLDGS INC COM 46266C105 2,267,878 14,391 SH DFND 1 14,391 0 0
JD.COM INC SPON ADS CL A 47215P106 123,738 3,791 SH DFND 1 3,791 0 0
JD.COM INC SPON ADS CL A 47215P106 82,449 2,526 SH DFND 2 2,526 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 43,862,409 516,697 SH DFND 1 516,697 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 31,270,166 368,361 SH DFND 2 368,361 0 0
KINDER MORGAN INC DEL COM 49456B101 6,888,332 234,297 SH DFND 1 234,297 0 0
LPL FINL HLDGS INC COM 50212V100 18,028,558 48,080 SH DFND 2 48,080 0 0
LPL FINL HLDGS INC COM 50212V100 38,600,537 102,943 SH DFND 1 102,943 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 10,632,131 108,469 SH DFND 2 108,469 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 14,831,505 151,311 SH DFND 1 151,311 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 33,590,530 4,645,993 SH DFND 1 4,645,993 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 22,531,521 3,116,393 SH DFND 2 3,116,393 0 0
MERCADOLIBRE INC COM 58733R102 80,889,237 30,949 SH DFND 1 30,949 0 0
MERCADOLIBRE INC COM 58733R102 60,087,354 22,990 SH DFND 2 22,990 0 0
META PLATFORMS INC CL A 30303M102 15,417,962 20,889 SH DFND 2 20,889 0 0
META PLATFORMS INC CL A 30303M102 29,066,722 39,381 SH DFND 1 39,381 0 0
MICROSOFT CORP COM 594918104 14,782,030 29,718 SH DFND 2 29,718 0 0
MICROSOFT CORP COM 594918104 37,214,227 74,816 SH DFND 1 74,816 0 0
MONDAY COM LTD SHS M7S64H106 6,114,120 19,442 SH DFND 2 19,442 0 0
MONDAY COM LTD SHS M7S64H106 18,596,775 59,135 SH DFND 1 59,135 0 0
NET LEASE OFFICE PROPERTIES COM 64110Y108 494,499 15,192 SH DFND 1 15,192 0 0
NIKE INC CL B 654106103 14,734,193 207,407 SH DFND 1 207,407 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 89,822,247 6,546,811 SH DFND 2 6,546,811 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 129,886,501 9,466,946 SH DFND 1 9,466,946 0 0
NVIDIA CORPORATION COM 67066G104 6,362,889 40,274 SH DFND 2 40,274 0 0
NVIDIA CORPORATION COM 67066G104 14,965,286 94,723 SH DFND 1 94,723 0 0
REXFORD INDL RLTY INC COM 76169C100 9,687,525 272,351 SH DFND 1 272,351 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 22,819,672 395,694 SH DFND 1 395,694 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 5,128,536 88,929 SH DFND 2 88,929 0 0
SCHWAB CHARLES CORP COM 808513105 7,416,261 81,283 SH DFND 2 81,283 0 0
SCHWAB CHARLES CORP COM 808513105 36,422,825 399,198 SH DFND 1 399,198 0 0
SEA LTD SPONSORD ADS 81141R100 61,744,037 386,045 SH DFND 2 386,045 0 0
SEA LTD SPONSORD ADS 81141R100 89,340,245 558,586 SH DFND 1 558,586 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 7,588,993 9,890 SH DFND 2 9,890 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 9,614,770 12,530 SH DFND 1 12,530 0 0
STONECO LTD COM CL A G85158106 19,431,835 1,211,461 SH DFND 1 1,211,461 0 0
STONECO LTD COM CL A G85158106 13,976,101 871,328 SH DFND 2 871,328 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,143,322 5,048 SH DFND 1 5,048 0 0
TAPESTRY INC COM 876030107 17,463,126 198,874 SH DFND 1 198,874 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,963,237 4,842 SH DFND 2 4,842 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 33,132,569 81,716 SH DFND 1 81,716 0 0
UNITEDHEALTH GROUP INC COM 91324P102 12,435,749 39,862 SH DFND 1 39,862 0 0
VISA INC COM CL A 92826C839 3,860,459 10,873 SH DFND 2 10,873 0 0
VISA INC COM CL A 92826C839 429,255 1,209 SH DFND 1 1,209 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 9,574,463 835,468 SH DFND 2 835,468 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 45,712,508 3,988,875 SH DFND 1 3,988,875 0 0