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
AES CORP COM 00130H105 353,746 33,626 SH DFND 1, 2 0 0 33,626
ABBOTT LABS COM 002824100 4,056,090 29,822 SH DFND 1, 2 0 0 29,822
ABBVIE INC COM 00287Y109 753,060 4,057 SH DFND 1, 2 0 0 4,057
AGNICO EAGLE MINES LTD COM 008474108 880,579 7,406 SH DFND 1, 2 0 0 7,406
ALIGN TECHNOLOGY INC COM 016255101 980,351 5,178 SH DFND 1, 2 0 0 5,178
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 5,784,184 17,738 SH DFND 1, 2 0 0 17,738
ALPHABET INC CAP STK CL C 02079K107 7,984,679 45,012 SH DFND 1, 2 0 0 45,012
ALPHABET INC CAP STK CL A 02079K305 5,995,168 34,019 SH DFND 1, 2 0 0 34,019
AMAZON COM INC COM 023135106 9,410,515 42,894 SH DFND 1, 2 0 0 42,894
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 2,528,822 140,960 SH DFND 1, 2 0 0 140,960
AMGEN INC COM 031162100 1,693,688 6,066 SH DFND 1, 2 0 0 6,066
APPLE INC COM 037833100 2,574,884 12,550 SH DFND 1, 2 0 0 12,550
ARM HOLDINGS PLC SPONSORED ADS 042068205 886,012 5,478 SH DFND 1, 2 0 0 5,478
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 670,033 3,882 SH DFND 1, 2 0 0 3,882
ATLASSIAN CORPORATION CL A 049468101 1,731,952 8,528 SH DFND 1, 2 0 0 8,528
BANK AMERICA CORP COM 060505104 4,161,983 87,954 SH DFND 1, 2 0 0 87,954
BEONE MEDICINES LTD SPONSORED ADS 07725L102 3,448,045 14,244 SH DFND 1, 2 0 0 14,244
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,053,149 2,168 SH DFND 1, 2 0 0 2,168
BLACKSTONE INC COM 09260D107 1,758,163 11,754 SH DFND 1, 2 0 0 11,754
BOEING CO COM 097023105 2,753,643 13,142 SH DFND 1, 2 0 0 13,142
BOOKING HOLDINGS INC COM 09857L108 8,261,245 1,427 SH DFND 1, 2 0 0 1,427
BOSTON SCIENTIFIC CORP COM 101137107 5,101,331 47,494 SH DFND 1, 2 0 0 47,494
BRISTOL-MYERS SQUIBB CO COM 110122108 615,055 13,287 SH DFND 1, 2 0 0 13,287
BROADCOM INC COM 11135F101 27,783,315 100,792 SH DFND 1, 2 0 0 100,792
BROOKFIELD CORP CL A LTD VT SH 11271J107 2,123,496 34,333 SH DFND 1, 2 0 0 34,333
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 2,057,466 37,219 SH DFND 1, 2 0 0 37,219
CME GROUP INC COM 12572Q105 2,790,653 10,125 SH DFND 1, 2 0 0 10,125
CANADIAN IMPERIAL BK COMM COM 136069101 1,006,695 14,211 SH DFND 1, 2 0 0 14,211
CANADIAN NATL RY CO COM 136375102 1,016,783 9,778 SH DFND 1, 2 0 0 9,778
CARRIER GLOBAL CORPORATION COM 14448C104 7,300,995 99,754 SH DFND 1, 2 0 0 99,754
DAYFORCE INC COM 15677J108 732,090 13,217 SH DFND 1, 2 0 0 13,217
CITIGROUP INC COM NEW 172967424 4,008,641 47,094 SH DFND 1, 2 0 0 47,094
CLOUDFLARE INC CL A COM 18915M107 6,520,160 33,295 SH DFND 1, 2 0 0 33,295
COCA COLA CO COM 191216100 331,959 4,692 SH DFND 1, 2 0 0 4,692
CONOCOPHILLIPS COM 20825C104 1,347,177 15,012 SH DFND 1, 2 0 0 15,012
COOPER COS INC COM 216648501 981,723 13,796 SH DFND 1, 2 0 0 13,796
COPART INC COM 217204106 2,918,340 59,473 SH DFND 1, 2 0 0 59,473
CORTEVA INC COM 22052L104 3,861,623 51,813 SH DFND 1, 2 0 0 51,813
COSTCO WHSL CORP NEW COM 22160K105 8,487,746 8,574 SH DFND 1, 2 0 0 8,574
DANAHER CORPORATION COM 235851102 2,635,776 13,343 SH DFND 1, 2 0 0 13,343
DEERE & CO COM 244199105 1,221,393 2,402 SH DFND 1, 2 0 0 2,402
DELTA AIR LINES INC DEL COM NEW 247361702 957,485 19,469 SH DFND 1, 2 0 0 19,469
DUOLINGO INC CL A COM 26603R106 1,248,511 3,045 SH DFND 1, 2 0 0 3,045
ELECTRONIC ARTS INC COM 285512109 3,159,984 19,787 SH DFND 1, 2 0 0 19,787
EPAM SYS INC COM 29414B104 495,803 2,804 SH DFND 1, 2 0 0 2,804
EQUIFAX INC COM 294429105 1,153,418 4,447 SH DFND 1, 2 0 0 4,447
META PLATFORMS INC CL A 30303M102 40,676,878 55,111 SH DFND 1, 2 0 0 55,111
FREEPORT-MCMORAN INC CL B 35671D857 2,626,230 60,582 SH DFND 1, 2 0 0 60,582
GALLAGHER ARTHUR J & CO COM 363576109 3,673,377 11,475 SH DFND 1, 2 0 0 11,475
GE VERNOVA INC COM 36828A101 1,029,726 1,946 SH DFND 1, 2 0 0 1,946
GE AEROSPACE COM NEW 369604301 5,219,869 20,280 SH DFND 1, 2 0 0 20,280
GERDAU SA SPON ADR REP PFD 373737105 380,038 130,150 SH DFND 1, 2 0 0 130,150
GOLDMAN SACHS GROUP INC COM 38141G104 1,764,421 2,493 SH DFND 1, 2 0 0 2,493
GRIFOLS S A SP ADR REP B NVT 398438408 740,873 81,955 SH DFND 1, 2 0 0 81,955
HEICO CORP NEW COM 422806109 3,318,048 10,116 SH DFND 1, 2 0 0 10,116
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,909,605 14,679 SH DFND 1, 2 0 0 14,679
HOME DEPOT INC COM 437076102 1,917,527 5,230 SH DFND 1, 2 0 0 5,230
HONEYWELL INTL INC COM 438516106 3,771,724 16,196 SH DFND 1, 2 0 0 16,196
HOWMET AEROSPACE INC COM 443201108 3,221,910 17,310 SH DFND 1, 2 0 0 17,310
ITT INC COM 45073V108 983,638 6,272 SH DFND 1, 2 0 0 6,272
ICICI BANK LIMITED ADR 45104G104 1,178,241 35,025 SH DFND 1, 2 0 0 35,025
ILLUMINA INC COM 452327109 1,142,916 11,979 SH DFND 1, 2 0 0 11,979
INGERSOLL RAND INC COM 45687V106 2,636,556 31,697 SH DFND 1, 2 0 0 31,697
INTERCONTINENTAL EXCHANGE IN COM 45866F104 281,993 1,537 SH DFND 1, 2 0 0 1,537
INTERNATIONAL PAPER CO COM 460146103 219,352 4,684 SH DFND 1, 2 0 0 4,684
INTUITIVE SURGICAL INC COM NEW 46120E602 7,545,248 13,885 SH DFND 1, 2 0 0 13,885
JPMORGAN CHASE & CO. COM 46625H100 10,730,149 37,012 SH DFND 1, 2 0 0 37,012
KLA CORP COM NEW 482480100 3,965,441 4,427 SH DFND 1, 2 0 0 4,427
KKR & CO INC COM 48251W104 673,664 5,064 SH DFND 1, 2 0 0 5,064
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,258,609 7,681 SH DFND 1, 2 0 0 7,681
L3HARRIS TECHNOLOGIES INC COM 502431109 1,252,946 4,995 SH DFND 1, 2 0 0 4,995
LAUDER ESTEE COS INC CL A 518439104 1,291,830 15,988 SH DFND 1, 2 0 0 15,988
ELI LILLY & CO COM 532457108 12,145,077 15,580 SH DFND 1, 2 0 0 15,580
MARSH & MCLENNAN COS INC COM 571748102 1,028,920 4,706 SH DFND 1, 2 0 0 4,706
MARRIOTT INTL INC NEW CL A 571903202 1,003,774 3,674 SH DFND 1, 2 0 0 3,674
MASTERCARD INCORPORATED CL A 57636Q104 5,886,322 10,475 SH DFND 1, 2 0 0 10,475
MCDONALDS CORP COM 580135101 2,186,600 7,484 SH DFND 1, 2 0 0 7,484
MERCADOLIBRE INC COM 58733R102 7,495,891 2,868 SH DFND 1, 2 0 0 2,868
METTLER TOLEDO INTERNATIONAL COM 592688105 2,058,109 1,752 SH DFND 1, 2 0 0 1,752
MICROSOFT CORP COM 594918104 33,591,092 67,532 SH DFND 1, 2 0 0 67,532
MICROSTRATEGY INC CL A NEW 594972408 1,189,649 2,943 SH DFND 1, 2 0 0 2,943
MICRON TECHNOLOGY INC COM 595112103 2,319,195 18,817 SH DFND 1, 2 0 0 18,817
MONDELEZ INTL INC CL A 609207105 2,032,642 30,140 SH DFND 1, 2 0 0 30,140
MONSTER BEVERAGE CORP NEW COM 61174X109 2,090,046 33,366 SH DFND 1, 2 0 0 33,366
MORGAN STANLEY COM NEW 617446448 931,930 6,616 SH DFND 1, 2 0 0 6,616
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,677,910 6,369 SH DFND 1, 2 0 0 6,369
NETFLIX INC COM 64110L106 19,421,402 14,503 SH DFND 1, 2 0 0 14,503
NIKE INC CL B 654106103 3,099,262 43,627 SH DFND 1, 2 0 0 43,627
NORTHROP GRUMMAN CORP COM 666807102 4,325,827 8,652 SH DFND 1, 2 0 0 8,652
NOVO-NORDISK A S ADR 670100205 346,411 5,019 SH DFND 1, 2 0 0 5,019
NVIDIA CORPORATION COM 67066G104 17,064,026 108,007 SH DFND 1, 2 0 0 108,007
ON SEMICONDUCTOR CORP COM 682189105 1,042,068 19,883 SH DFND 1, 2 0 0 19,883
ORACLE CORP COM 68389X105 278,753 1,275 SH DFND 1, 2 0 0 1,275
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,668,191 19,573 SH DFND 1, 2 0 0 19,573
PARKER-HANNIFIN CORP COM 701094104 710,344 1,017 SH DFND 1, 2 0 0 1,017
PFIZER INC COM 717081103 1,292,792 53,333 SH DFND 1, 2 0 0 53,333
REGENERON PHARMACEUTICALS COM 75886F107 3,709,125 7,065 SH DFND 1, 2 0 0 7,065
RESTAURANT BRANDS INTL INC COM 76131D103 2,937,575 44,314 SH DFND 1, 2 0 0 44,314
ROBLOX CORP CL A 771049103 4,846,354 46,068 SH DFND 1, 2 0 0 46,068
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 4,392,782 76,171 SH DFND 1, 2 0 0 76,171
S&P GLOBAL INC COM 78409V104 2,627,486 4,983 SH DFND 1, 2 0 0 4,983
SALESFORCE INC COM 79466L302 3,760,395 13,790 SH DFND 1, 2 0 0 13,790
SCHLUMBERGER LTD COM STK 806857108 2,340,211 69,237 SH DFND 1, 2 0 0 69,237
SEMPRA COM 816851109 1,529,190 20,182 SH DFND 1, 2 0 0 20,182
SERVICENOW INC COM 81762P102 5,053,013 4,915 SH DFND 1, 2 0 0 4,915
SHERWIN WILLIAMS CO COM 824348106 3,840,825 11,186 SH DFND 1, 2 0 0 11,186
SHOPIFY INC CL A SUB VTG SHS 82509L107 10,145,955 87,958 SH DFND 1, 2 0 0 87,958
SOUTH BOW CORP COM 83671M105 281,556 10,868 SH DFND 1, 2 0 0 10,868
STARBUCKS CORP COM 855244109 5,091,787 55,569 SH DFND 1, 2 0 0 55,569
SYNOPSYS INC COM 871607107 6,301,350 12,291 SH DFND 1, 2 0 0 12,291
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 222,208 915 SH DFND 1, 2 0 0 915
TC ENERGY CORP COM 87807B107 1,309,819 26,884 SH DFND 1, 2 0 0 26,884
TESLA INC COM 88160R101 20,556,096 64,711 SH DFND 1, 2 0 0 64,711
THERMO FISHER SCIENTIFIC INC COM 883556102 5,051,626 12,459 SH DFND 1, 2 0 0 12,459
3M CO COM 88579Y101 598,151 3,929 SH DFND 1, 2 0 0 3,929
TRANSDIGM GROUP INC COM 893641100 4,823,470 3,172 SH DFND 1, 2 0 0 3,172
TRANSUNION COM 89400J107 350,240 3,980 SH DFND 1, 2 0 0 3,980
TRIP COM GROUP LTD ADS 89677Q107 5,445,017 92,855 SH DFND 1, 2 0 0 92,855
UBER TECHNOLOGIES INC COM 90353T100 307,424 3,295 SH DFND 1, 2 0 0 3,295
UL SOLUTIONS INC CLASS A COM SHS 903731107 1,349,586 18,523 SH DFND 1, 2 0 0 18,523
VALE S A SPONSORED ADS 91912E105 686,847 70,736 SH DFND 1, 2 0 0 70,736
VERTEX PHARMACEUTICALS INC COM 92532F100 12,242,555 27,499 SH DFND 1, 2 0 0 27,499
VISA INC COM CL A 92826C839 7,671,565 21,607 SH DFND 1, 2 0 0 21,607
WYNN RESORTS LTD COM 983134107 1,449,731 15,477 SH DFND 1, 2 0 0 15,477
XPO INC COM 983793100 983,673 7,789 SH DFND 1, 2 0 0 7,789
YUM BRANDS INC COM 988498101 1,518,845 10,250 SH DFND 1, 2 0 0 10,250
ZIMMER BIOMET HOLDINGS INC COM 98956P102 435,710 4,777 SH DFND 1, 2 0 0 4,777
ZOETIS INC CL A 98978V103 228,311 1,464 SH DFND 1, 2 0 0 1,464
DEUTSCHE BANK A G NAMEN AKT D18190898 5,099,724 172,604 SH DFND 1, 2 0 0 172,604
AON PLC SHS CL A G0403H108 3,016,049 8,454 SH DFND 1, 2 0 0 8,454
ARCH CAP GROUP LTD ORD G0450A105 1,005,920 11,048 SH DFND 1, 2 0 0 11,048
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 329,377 1,102 SH DFND 1, 2 0 0 1,102
CRH PLC ORD G25508105 628,187 6,843 SH DFND 1, 2 0 0 6,843
FLUTTER ENTMT PLC SHS G3643J108 4,248,394 14,867 SH DFND 1, 2 0 0 14,867
FTAI AVIATION LTD SHS G3730V105 738,787 6,422 SH DFND 1, 2 0 0 6,422
LINDE PLC SHS G54950103 5,273,583 11,240 SH DFND 1, 2 0 0 11,240
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 1,633,780 45,345 SH DFND 1, 2 0 0 45,345
BUNGE GLOBAL SA COM SHS H11356104 1,649,433 20,546 SH DFND 1, 2 0 0 20,546
CHUBB LIMITED COM H1467J104 5,815,550 20,073 SH DFND 1, 2 0 0 20,073
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 590,733 12,145 SH DFND 1, 2 0 0 12,145
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,710,401 2,229 SH DFND 1, 2 0 0 2,229
ASML HOLDING N V N Y REGISTRY SHS N07059210 4,708,968 5,876 SH DFND 1, 2 0 0 5,876
FERRARI N V COM N3167Y103 1,778,406 3,641 SH DFND 1, 2 0 0 3,641
ROYAL CARIBBEAN GROUP COM V7780T103 11,160,936 35,642 SH DFND 1, 2 0 0 35,642