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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,435 8,148 SH DFND 2 8,148 0 0
ADOBE INC COM 00724F101 211,427 546,493 SH DFND 2 345,167 0 201,326
ALIGN TECHNOLOGY INC COM 016255101 15,795 83,428 SH DFND 2 83,428 0 0
ALKERMES PLC SHS G01767105 7,152 250,000 SH DFND 2 250,000 0 0
ALPHABET INC CAP STK CL C 02079K107 454,588 2,562,645 SH DFND 2 1,611,814 0 950,831
AMAZON INC COM 023135106 560,327 2,554,022 SH DFND 2 1,602,875 0 951,147
AMDOCS LTD SHS G02602103 2,033 22,278 SH DFND 2 22,278 0 0
AON PLC SHS CL A G0403H108 221,427 620,660 SH DFND 2 394,986 0 225,674
AUTOMATIC DATA PROCESSING IN COM 053015103 1,047 3,394 SH DFND 2 3,394 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 13,075 237,851 SH DFND 2 237,851 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 2,815 45,515 SH DFND 2 45,515 0 0
BROWN & BROWN INC COM 115236101 2,386 21,518 SH DFND 2 21,518 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 230,617 3,150,938 SH DFND 2 1,979,989 0 1,170,949
CENCORA INC COM 03073E105 2,363 7,881 SH DFND 2 7,881 0 0
CGI INC CL A SUB VTG 12532H104 2,463 23,491 SH DFND 2 23,491 0 0
CLEAN HARBORS INC COM 184496107 11,706 50,636 SH DFND 2 1,691 0 48,945
COGNEX CORP COM 192422103 4,100 129,265 SH DFND 2 4,275 0 124,990
COHERUS ONCOLOGY INC COM 19249H103 1,410 1,928,464 SH DFND 2 1,928,464 0 0
DEX INC COM 252131107 39,193 449,000 SH DFND 2 449,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 31,032 396,778 SH DFND 2 257,001 0 139,777
ELECTRONIC ARTS INC COM 285512109 11,994 75,104 SH DFND 2 2,484 0 72,620
ELEVANCE HEALTH INC COM 036752103 35,416 91,054 SH DFND 2 91,054 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 479 8,421 SH DFND 2 8,421 0 0
EXACT SCIENCES CORP COM 30063P105 44,333 834,272 SH DFND 2 631,575 0 202,697
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 55,829 256,392 SH DFND 2 105,849 0 150,543
FISERV INC COM 337738108 1,982 11,494 SH DFND 2 11,494 0 0
FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA 35473P769 1,576 39,569 SH DFND 2 39,569 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,096 6,549 SH DFND 2 6,549 0 0
GENPACT LIMITED SHS G3922B107 2,463 55,967 SH DFND 2 55,967 0 0
GLAUKOS CORP COM 377322102 16,755 162,212 SH DFND 2 162,212 0 0
GLOBAL PMTS INC COM 37940X102 7,641 95,468 SH DFND 2 3,194 0 92,274
HDFC BANK LTD SPONSORED ADS 40415F101 308,046 4,017,823 SH DFND 2 2,747,339 0 1,270,484
ICICI BANK LIMITED ADR 45104G104 93,694 2,785,201 SH DFND 2 1,212,334 0 1,572,867
INFOSYS LTD SPONSORED ADR 456788108 11,518 621,580 SH DFND 2 328,943 0 292,637
INSMED INC COM PAR $.01 457669307 27,285 271,110 SH DFND 2 271,110 0 0
INSULET CORP COM 45784P101 29,818 94,908 SH DFND 2 94,908 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 303,129 1,652,201 SH DFND 2 1,061,897 0 590,304
INTUITIVE SURGICAL INC COM NEW 46120E602 51,250 94,311 SH DFND 2 94,311 0 0
IONIS PHARMACEUTICALS INC COM 462222100 17,780 450,000 SH DFND 2 450,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 2,167 1,260,000 SH DFND 2 1,260,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 12,317 80,000 SH DFND 2 80,000 0 0
KARYOPHARM THERAPEUTICS INC COM NEW 48576U205 431 100,000 SH DFND 2 100,000 0 0
KE HLDGS INC SPONSORED ADS 482497104 14,916 840,816 SH DFND 2 341,802 0 499,014
KRYSTAL BIOTECH INC COM 501147102 11,795 85,809 SH DFND 2 85,809 0 0
LINDE PLC SHS G54950103 431,041 918,712 SH DFND 2 591,345 0 327,367
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 15,990 163,128 SH DFND 2 67,941 0 95,187
MCKESSON CORP COM 58155Q103 2,591 3,536 SH DFND 2 3,536 0 0
MEDTRONIC PLC SHS G5960L103 22,228 255,000 SH DFND 2 255,000 0 0
MERCADOLIBRE INC COM 58733R102 22,919 8,769 SH DFND 2 681 0 8,088
MICROSOFT CORP COM 594918104 614,641 1,235,683 SH DFND 2 778,121 0 457,562
MSCI INC COM 55354G100 14,209 24,636 SH DFND 2 812 0 23,824
NATERA INC COM 632307104 33,788 200,000 SH DFND 2 200,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 16,968 135,000 SH DFND 2 135,000 0 0
NEXTERA ENERGY INC COM 65339F101 254,525 3,666,445 SH DFND 2 2,219,214 0 1,447,231
NOVOCURE LTD ORD SHS G6674U108 11,068 621,784 SH DFND 2 621,784 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 487 35,472 SH DFND 2 35,472 0 0
OR ROYALTIES INC. COM SHS ADDED 68390D106 2,699 104,974 SH DFND 2 104,974 0 0
OUTSET MED INC COM NEW 690145206 1,281 66,666 SH DFND 2 66,666 0 0
PARKER-HANNIFIN CORP COM 701094104 378,850 542,400 SH DFND 2 324,797 0 217,603
PENUMBRA INC COM 70975L107 18,477 72,000 SH DFND 2 72,000 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 277,593 1,742,364 SH DFND 2 1,095,231 0 647,133
PROGRESSIVE CORP COM 743315103 285,065 1,068,221 SH DFND 2 677,114 0 391,107
PTC INC COM 69370C100 14,733 85,487 SH DFND 2 2,827 0 82,660
REPUBLIC SVCS INC COM 760759100 199,423 808,657 SH DFND 2 518,429 0 290,228
RESMED INC COM 761152107 14,686 56,924 SH DFND 2 1,872 0 55,052
ROPER TECHNOLOGIES INC COM 776696106 3,878 6,841 SH DFND 2 6,841 0 0
ROSS STORES INC COM 778296103 563 4,409 SH DFND 2 4,409 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 22,604 627,368 SH DFND 2 627,368 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 11,915 175,250 SH DFND 2 5,749 0 169,501
S&P GLOBAL INC COM 78409V104 306,241 580,783 SH DFND 2 367,574 0 213,209
SANDSTORM GOLD LTD COM NEW 80013R206 3,742 398,069 SH DFND 2 398,069 0 0
SAREPTA THERAPEUTICS INC COM 803607100 8,385 490,329 SH DFND 2 490,329 0 0
SEA LTD SPONSORD ADS 81141R100 44,131 275,922 SH DFND 2 106,032 0 169,890
SERVICE CORP INTL COM 817565104 21,035 258,413 SH DFND 2 35,136 0 223,277
SMITH A O CORP COM 831865209 8,291 126,452 SH DFND 2 4,198 0 122,254
SPOTIFY TECHNOLOGY S A SHS L8681T102 6,958 9,068 SH DFND 2 9,068 0 0
SYNOPSYS INC COM 871607107 17,393 33,925 SH DFND 2 1,118 0 32,807
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 185,301 818,140 SH DFND 2 692,599 0 125,541
TELEFLEX INCORPORATED COM 879369106 6,865 58,000 SH DFND 2 58,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 25,339 1,300,088 SH DFND 2 530,330 0 769,758
THERMO FISHER SCIENTIFIC INC COM 883556102 359,825 887,449 SH DFND 2 579,555 0 307,894
TRANSUNION COM 89400J107 11,328 128,723 SH DFND 2 4,314 0 124,409
TRIP COM GROUP LTD ADS 89677Q107 50,010 852,833 SH DFND 2 329,206 0 523,627
TRIPLE FLAG PRECIOUS METAL COM 89679M104 2,357 99,506 SH DFND 2 99,506 0 0
TYLER TECHNOLOGIES INC COM 902252105 14,061 23,718 SH DFND 2 787 0 22,931
VAXCYTE INC COM 92243G108 6,339 195,000 SH DFND 2 195,000 0 0
VERISK ANALYTICS INC COM 92345Y106 13,090 42,022 SH DFND 2 1,399 0 40,623
VERTEX PHARMACEUTICALS INC COM 92532F100 20,505 46,057 SH DFND 2 46,057 0 0
VISA INC COM CL A 92826C839 667,560 1,880,185 SH DFND 2 1,183,778 0 696,407
WATERS CORP COM 941848103 12,944 37,085 SH DFND 2 1,226 0 35,859
WHEATON PRECIOUS METALS CORP COM 962879102 1,914 21,313 SH DFND 2 21,313 0 0
ZAI LAB LTD ADR 98887Q104 17,835 510,000 SH DFND 2 510,000 0 0