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
AAON INCCOM COM 000360206 4,568,769 62,100 SH DFND 1,2,8 62,100 0 0
ABBOTT LABSCOM COM 002824100 47,412,046 352,911 SH DFND 1,2,8 339,380 0 13,531
AGNICO EAGLE MINES LTDCOM COM 008474108 35,510,762 300,000 SH DFND 1,2,8 300,000 0 0
ALAMOS GOLD INC NEWCOM CL A COM CL A 011532108 15,799,860 600,000 SH DFND 1,2,8 600,000 0 0
AMAZON COM INCCOM COM 023135106 81,454,624 364,870 SH DFND 1,2,8 336,070 0 28,800
AMETEK INCCOM COM 031100100 13,770,914 76,300 SH DFND 1,2,8 76,300 0 0
AMGEN INCCOM COM 031162100 2,156,350 7,783 SH DFND 1,2,8 0 0 7,783
AMPHENOL CORP NEWCL A CL A 032095101 3,144,169 32,200 SH DFND 1,2,8 32,200 0 0
ANALOG DEVICES INCCOM COM 032654105 1,855,632 7,833 SH DFND 1,2,8 0 0 7,833
ELEVANCE HEALTH INCCOM COM 036752103 2,288,354 6,000 SH DFND 1,2,8 6,000 0 0
APPLE INCCOM COM 037833100 72,541,554 360,852 SH DFND 1,2,8 161,252 0 199,600
APPLIED MATLS INCCOM COM 038222105 17,518,636 95,645 SH DFND 1,2,8 88,800 0 6,845
ARISTA NETWORKS INCCOM SHS COM SHS 040413205 11,486,544 115,600 SH DFND 1,2,8 106,000 0 9,600
AUTODESK INCCOM COM 052769106 15,191,586 49,800 SH DFND 1,2,8 43,500 0 6,300
AUTOMATIC DATA PROCESSING INCOM COM 053015103 14,137,151 46,600 SH DFND 1,2,8 46,600 0 0
BECTON DICKINSON & COCOM COM 075887109 9,394,895 55,000 SH DFND 1,2,8 55,000 0 0
BRISTOL-MYERS SQUIBB COCOM COM 110122108 11,445,520 247,000 SH DFND 1,2,8 247,000 0 0
BROWN FORMAN CORPCL B CL B 115637209 3,355,592 126,850 SH DFND 1,2,8 126,850 0 0
BURLINGTON STORES INCCOM COM 122017106 10,629,322 46,100 SH DFND 1,2,8 46,100 0 0
CADENCE DESIGN SYSTEM INCCOM COM 127387108 3,997,097 13,100 SH DFND 1,2,8 10,100 0 3,000
CANADIAN NATL RY COCOM COM 136375102 94,153,743 907,795 SH DFND 1,2,8 860,730 0 47,065
CATERPILLAR INCCOM COM 149123101 34,715,040 90,260 SH DFND 1,2,8 90,260 0 0
CHEVRON CORP NEWCOM COM 166764100 948,771 6,600 SH DFND 1,2,8 0 0 6,600
CHIPOTLE MEXICAN GRILL INCCOM COM 169656105 6,659,345 121,000 SH DFND 1,2,8 121,000 0 0
CHURCH & DWIGHT CO INCCOM COM 171340102 11,351,738 119,800 SH DFND 1,2,8 119,800 0 0
CINTAS CORPCOM COM 172908105 3,685,581 16,700 SH DFND 1,2,8 16,700 0 0
CLOROX CO DELCOM COM 189054109 7,744,500 65,020 SH DFND 1,2,8 58,700 0 6,320
COCA COLA COCOM COM 191216100 7,546,657 107,331 SH DFND 1,2,8 86,500 0 20,831
COCA-COLA FEMSA SAB DE CVSPONS ADS REP SPONS ADS REP 191241108 6,464,060 68,500 SH DFND 1,2,8 68,500 0 0
COLGATE PALMOLIVE COCOM COM 194162103 52,476,276 591,700 SH DFND 1,2,8 565,500 0 26,200
COMPANIA CERVECERIAS UNIDASSPONSORED ADR SPONSORED ADR 204429104 5,605,715 435,000 SH DFND 1,2,8 435,000 0 0
COOPER COS INCCOM COM 216648501 7,887,407 110,900 SH DFND 1,2,8 110,900 0 0
CUMMINS INCCOM COM 231021106 21,635,299 66,440 SH DFND 1,2,8 66,440 0 0
DANAHER CORPORATIONCOM COM 235851102 20,401,598 102,650 SH DFND 1,2,8 102,650 0 0
DECKERS OUTDOOR CORPCOM COM 243537107 3,583,562 34,400 SH DFND 1,2,8 22,400 0 12,000
DONALDSON INCCOM COM 257651109 4,124,445 59,300 SH DFND 1,2,8 59,300 0 0
EBAY INC.COM COM 278642103 1,762,117 23,896 SH DFND 1,2,8 0 0 23,896
ECOLAB INCCOM COM 278865100 1,096,264 4,100 SH DFND 1,2,8 0 0 4,100
EMERSON ELEC COCOM COM 291011104 1,277,971 9,599 SH DFND 1,2,8 0 0 9,599
EQUIFAX INCCOM COM 294429105 20,434,742 79,800 SH DFND 1,2,8 75,100 0 4,700
FRANCO NEV CORPCOM COM 351858105 56,953,682 347,395 SH DFND 1,2,8 329,468 0 17,927
GILEAD SCIENCES INCCOM COM 375558103 2,216,263 20,031 SH DFND 1,2,8 0 0 20,031
GLOBUS MED INCCL A CL A 379577208 8,131,598 138,800 SH DFND 1,2,8 138,800 0 0
GRACO INCCOM COM 384109104 12,324,910 143,100 SH DFND 1,2,8 143,100 0 0
GRAINGER W W INCCOM COM 384802104 2,879,762 2,800 SH DFND 1,2,8 2,800 0 0
HENRY JACK & ASSOC INCCOM COM 426281101 17,863,092 100,200 SH DFND 1,2,8 100,200 0 0
HONEYWELL INTL INCCOM COM 438516106 13,853,322 60,550 SH DFND 1,2,8 60,550 0 0
ILLINOIS TOOL WKS INCCOM COM 452308109 4,563,136 18,400 SH DFND 1,2,8 18,400 0 0
JOHNSON & JOHNSONCOM COM 478160104 20,021,397 131,399 SH DFND 1,2,8 121,900 0 9,499
KLA CORPCOM NEW COM NEW 482480100 13,602,631 15,290 SH DFND 1,2,8 13,200 0 2,090
KIMBERLY-CLARK CORPCOM COM 494368103 54,173,128 423,700 SH DFND 1,2,8 423,700 0 0
LKQ CORPCOM COM 501889208 6,631,646 178,700 SH DFND 1,2,8 178,700 0 0
LAM RESEARCH CORPCOM NEW COM NEW 512807306 4,246,553 43,700 SH DFND 1,2,8 43,700 0 0
LENNOX INTL INCCOM COM 526107107 12,368,116 21,800 SH DFND 1,2,8 21,800 0 0
ELI LILLY & COCOM COM 532457108 18,606,038 24,000 SH DFND 1,2,8 24,000 0 0
LINCOLN ELEC HLDGS INCCOM COM 533900106 4,498,153 21,500 SH DFND 1,2,8 21,500 0 0
LITTELFUSE INCCOM COM 537008104 9,068,809 40,200 SH DFND 1,2,8 40,200 0 0
LOWES COS INCCOM COM 548661107 28,407,157 127,060 SH DFND 1,2,8 127,060 0 0
LULULEMON ATHLETICA INCCOM COM 550021109 3,829,845 16,300 SH DFND 1,2,8 16,300 0 0
MANHATTAN ASSOCIATES INCCOM COM 562750109 14,651,925 74,300 SH DFND 1,2,8 74,300 0 0
MARSH & MCLENNAN COS INCCOM COM 571748102 3,557,397 16,400 SH DFND 1,2,8 16,400 0 0
MASIMO CORPCOM COM 574795100 14,580,075 86,700 SH DFND 1,2,8 86,700 0 0
METTLER TOLEDO INTERNATIONALCOM COM 592688105 9,473,895 8,000 SH DFND 1,2,8 8,000 0 0
MICROSOFT CORPCOM COM 594918104 251,783,316 507,819 SH DFND 1,2,8 491,900 0 15,919
MONDELEZ INTL INCCL A CL A 609207105 42,134,820 621,800 SH DFND 1,2,8 621,800 0 0
MOODYS CORPCOM COM 615369105 25,898,004 53,080 SH DFND 1,2,8 49,680 0 3,400
NEWMONT CORPCOM COM 651639106 8,653,685 152,500 SH DFND 1,2,8 152,500 0 0
NIKE INCCL B CL B 654106103 23,019,533 319,620 SH DFND 1,2,8 303,320 0 16,300
NORDSON CORPCOM COM 655663102 19,312,833 89,800 SH DFND 1,2,8 86,300 0 3,500
PAYCHEX INCCOM COM 704326107 21,671,817 150,600 SH DFND 1,2,8 150,600 0 0
PEMBINA PIPELINE CORPCOM COM 706327103 1,970,206 52,700 SH DFND 1,2,8 15,000 0 37,700
PEPSICO INCCOM COM 713448108 67,853,884 517,943 SH DFND 1,2,8 511,410 0 6,533
PROCTER AND GAMBLE COCOM COM 742718109 9,130,624 57,131 SH DFND 1,2,8 46,700 0 10,431
PUBLIC SVC ENTERPRISE GRP INCOM COM 744573106 4,450,476 53,300 SH DFND 1,2,8 53,300 0 0
PULTE GROUP INCCOM COM 745867101 2,299,747 21,800 SH DFND 1,2,8 21,800 0 0
QUALCOMM INCCOM COM 747525103 5,357,280 33,800 SH DFND 1,2,8 33,800 0 0
RESMED INCCOM COM 761152107 73,948,641 289,887 SH DFND 1,2,8 277,300 0 12,587
ROLLINS INCCOM COM 775711104 50,475,486 898,850 SH DFND 1,2,8 874,500 0 24,350
ROPER TECHNOLOGIES INCCOM COM 776696106 48,746,917 86,528 SH DFND 1,2,8 84,228 0 2,300
ROYAL GOLD INCCOM COM 780287108 32,455,493 185,000 SH DFND 1,2,8 185,000 0 0
SEMPRACOM COM 816851109 6,486,835 86,100 SH DFND 1,2,8 86,100 0 0
SHERWIN WILLIAMS COCOM COM 824348106 3,145,247 9,100 SH DFND 1,2,8 9,100 0 0
SIMON PPTY GROUP INC NEWCOM COM 828806109 4,942,135 30,800 SH DFND 1,2,8 30,800 0 0
SMITH A O CORPCOM COM 831865209 6,583,010 100,300 SH DFND 1,2,8 100,300 0 0
STRYKER CORPORATIONCOM COM 863667101 1,901,540 4,833 SH DFND 1,2,8 0 0 4,833
SYNOPSYS INCCOM COM 871607107 11,959,533 23,800 SH DFND 1,2,8 20,300 0 3,500
TJX COS INC NEWCOM COM 872540109 51,311,714 415,990 SH DFND 1,2,8 415,990 0 0
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS SPONSORED ADS 874039100 59,778,612 261,600 SH DFND 1,2,8 236,100 0 25,500
TERADYNE INCCOM COM 880770102 289,046 3,200 SH DFND 1,2,8 3,200 0 0
TEXAS INSTRS INCCOM COM 882508104 7,188,185 34,721 SH DFND 1,2,8 24,600 0 10,121
THERMO FISHER SCIENTIFIC INCCOM COM 883556102 28,523,306 69,880 SH DFND 1,2,8 63,730 0 6,150
TRACTOR SUPPLY COCOM COM 892356106 7,216,868 139,600 SH DFND 1,2,8 139,600 0 0
TYLER TECHNOLOGIES INCCOM COM 902252105 14,581,878 25,100 SH DFND 1,2,8 23,300 0 1,800
UNION PAC CORPCOM COM 907818108 93,484,227 404,080 SH DFND 1,2,8 396,250 0 7,830
UNITED PARCEL SERVICE INCCL B CL B 911312106 3,932,871 38,880 SH DFND 1,2,8 38,880 0 0
VEEVA SYS INCCL A COM CL A COM 922475108 7,961,783 28,100 SH DFND 1,2,8 28,100 0 0
WATERS CORPCOM COM 941848103 36,112,782 102,500 SH DFND 1,2,8 94,000 0 8,500
WATSCO INCCOM COM 942622200 12,306,150 28,200 SH DFND 1,2,8 28,200 0 0
WELLS FARGO CO NEWCOM COM 949746101 1,986,991 25,000 SH DFND 1,2,8 0 0 25,000
WEST PHARMACEUTICAL SVSC INCCOM COM 955306105 11,575,260 52,900 SH DFND 1,2,8 52,900 0 0
WHEATON PRECIOUS METALS CORPCOM COM 962879102 38,900,550 435,000 SH DFND 1,2,8 435,000 0 0
WILLIAMS SONOMA INCCOM COM 969904101 2,446,251 14,900 SH DFND 1,2,8 14,900 0 0
ZEBRA TECHNOLOGIES CORPORATICL A CL A 989207105 12,027,135 38,900 SH DFND 1,2,8 38,900 0 0
ABBVIE INCCOM COM 00287Y109 1,822,451 9,999 SH DFND 1,2,8 0 0 9,999
ADOBE INCCOM COM 00724F101 59,391,045 153,970 SH DFND 1,2,8 146,020 0 7,950
ADVANCED DRAIN SYS INC DELCOM COM 00790R104 4,150,663 35,800 SH DFND 1,2,8 35,800 0 0
AGILENT TECHNOLOGIES INCCOM COM 00846U101 1,143,620 9,599 SH DFND 1,2,8 0 0 9,599
ALPHABET INCCAP STK CL C CAP STK CL C 02079K107 7,824,050 43,900 SH DFND 1,2,8 43,900 0 0
ALPHABET INCCAP STK CL A CAP STK CL A 02079K305 118,429,701 663,530 SH DFND 1,2,8 634,910 0 28,620
AMERIPRISE FINL INCCOM COM 03076C106 2,270,120 4,300 SH DFND 1,2,8 4,300 0 0
ANSYS INCCOM COM 03662Q105 11,593,178 33,400 SH DFND 1,2,8 33,400 0 0
APPLOVIN CORPCOM CL A COM CL A 03831W108 2,335,862 7,000 SH DFND 1,2,8 7,000 0 0
BENTLEY SYS INCCOM CL B COM CL B 08265T208 18,371,922 349,100 SH DFND 1,2,8 349,100 0 0
BIO-TECHNE CORPCOM COM 09073M104 11,194,574 216,000 SH DFND 1,2,8 216,000 0 0
BLACKROCK INCCOM COM 09290D101 4,609,228 4,400 SH DFND 1,2,8 4,400 0 0
BOOKING HOLDINGS INCCOM COM 09857L108 30,052,035 5,280 SH DFND 1,2,8 5,280 0 0
BROADCOM INCCOM COM 11135F101 19,897,179 73,890 SH DFND 1,2,8 66,790 0 7,100
CDW CORPCOM COM 12514G108 12,681,569 71,500 SH DFND 1,2,8 71,500 0 0
CME GROUP INCCOM COM 12572Q105 3,351,214 12,200 SH DFND 1,2,8 12,200 0 0
CHEMED CORP NEWCOM COM 16359R103 14,371,873 25,700 SH DFND 1,2,8 25,700 0 0
CONSTELLATION BRANDS INCCL A CL A 21036P108 24,122,341 149,560 SH DFND 1,2,8 149,560 0 0
CORE & MAIN INCCL A CL A 21874C102 18,845,604 312,300 SH DFND 1,2,8 312,300 0 0
COSTCO WHSL CORP NEWCOM COM 22160K105 10,045,856 10,200 SH DFND 1,2,8 10,200 0 0
D R HORTON INCCOM COM 23331A109 3,486,606 27,100 SH DFND 1,2,8 27,100 0 0
DOMINOS PIZZA INCCOM COM 25754A201 8,256,102 18,500 SH DFND 1,2,8 18,500 0 0
EDWARDS LIFESCIENCES CORPCOM COM 28176E108 4,808,684 61,500 SH DFND 1,2,8 45,200 0 16,300
ENBRIDGE INCCOM COM 29250N105 36,603,944 812,395 SH DFND 1,2,8 768,000 0 44,395
EXPONENT INCCOM COM 30214U102 11,899,634 160,500 SH DFND 1,2,8 160,500 0 0
EXXON MOBIL CORPCOM COM 30231G102 1,082,584 9,900 SH DFND 1,2,8 0 0 9,900
META PLATFORMS INCCL A CL A 30303M102 18,922,811 25,800 SH DFND 1,2,8 25,800 0 0
FEDEX CORPCOM COM 31428X106 6,451,321 28,190 SH DFND 1,2,8 28,190 0 0
IDEX CORPCOM COM 45167R104 16,393,564 93,000 SH DFND 1,2,8 88,800 0 4,200
IDEXX LABS INCCOM COM 45168D104 52,534,103 98,900 SH DFND 1,2,8 92,500 0 6,400
INSULET CORPCOM COM 45784P101 8,951,796 28,600 SH DFND 1,2,8 28,600 0 0
IQVIA HLDGS INCCOM COM 46266C105 9,718,135 61,730 SH DFND 1,2,8 61,730 0 0
JPMORGAN CHASE & CO.COM COM 46625H100 1,090,738 3,800 SH DFND 1,2,8 0 0 3,800
KEYSIGHT TECHNOLOGIES INCCOM COM 49338L103 1,248,664 7,600 SH DFND 1,2,8 7,600 0 0
MSCI INCCOM COM 55354G100 17,230,249 29,900 SH DFND 1,2,8 27,600 0 2,300
MASTERCARD INCORPORATEDCL A CL A 57636Q104 109,128,042 198,350 SH DFND 1,2,8 188,010 0 10,340
MERCK & CO INCCOM COM 58933Y105 6,191,945 78,300 SH DFND 1,2,8 78,300 0 0
MODERNA INCCOM COM 60770K107 369,281 13,600 SH DFND 1,2,8 0 0 13,600
NVR INCCOM COM 62944T105 2,654,504 360 SH DFND 1,2,8 360 0 0
NETFLIX INCCOM COM 64110L106 12,169,589 9,200 SH DFND 1,2,8 9,200 0 0
NVIDIA CORPORATIONCOM COM 67066G104 68,409,709 433,770 SH DFND 1,2,8 433,770 0 0
ORACLE CORPCOM COM 68389X105 14,435,588 68,680 SH DFND 1,2,8 68,680 0 0
PAYCOM SOFTWARE INCCOM COM 70432V102 15,697,575 69,100 SH DFND 1,2,8 69,100 0 0
POOL CORPCOM COM 73278L105 12,966,171 44,300 SH DFND 1,2,8 44,300 0 0
PUBLIC STORAGE OPER COCOM COM 74460D109 5,274,466 18,200 SH DFND 1,2,8 18,200 0 0
QUALYS INCCOM COM 74758T303 9,263,300 65,700 SH DFND 1,2,8 65,700 0 0
S&P GLOBAL INCCOM COM 78409V104 11,593,736 22,400 SH DFND 1,2,8 22,400 0 0
SERVICENOW INCCOM COM 81762P102 17,110,931 16,740 SH DFND 1,2,8 13,940 0 2,800
SITEONE LANDSCAPE SUPPLY INCCOM COM 82982L103 20,860,135 173,100 SH DFND 1,2,8 173,100 0 0
TEXAS PACIFIC LAND CORPORATICOM COM 88262P102 14,033,760 13,300 SH DFND 1,2,8 13,300 0 0
3M COCOM COM 88579Y101 4,103,489 27,000 SH DFND 1,2,8 27,000 0 0
TREX CO INCCOM COM 89531P105 537,686 9,800 SH DFND 1,2,8 9,800 0 0
ULTA BEAUTY INCCOM COM 90384S303 10,766,589 23,500 SH DFND 1,2,8 23,500 0 0
UNITEDHEALTH GROUP INCCOM COM 91324P102 33,230,093 107,530 SH DFND 1,2,8 107,530 0 0
VERISIGN INCCOM COM 92343E102 13,632,543 47,400 SH DFND 1,2,8 43,300 0 4,100
VERISK ANALYTICS INCCOM COM 92345Y106 42,420,633 137,470 SH DFND 1,2,8 125,620 0 11,850
VERTEX PHARMACEUTICALS INCCOM COM 92532F100 2,867,716 6,500 SH DFND 1,2,8 6,500 0 0
VISA INCCOM CL A COM CL A 92826C839 121,616,334 348,950 SH DFND 1,2,8 348,950 0 0
XYLEM INCCOM COM 98419M100 24,293,367 189,500 SH DFND 1,2,8 189,500 0 0
YUM CHINA HLDGS INCCOM COM 98850P109 10,564,953 236,000 SH DFND 1,2,8 236,000 0 0
ZOETIS INCCL A CL A 98978V103 43,404,151 278,000 SH DFND 1,2,8 257,200 0 20,800
ACCENTURE PLC IRELANDSHS CLASS A SHS CLASS A G1151C101 47,875,608 162,079 SH DFND 1,2,8 150,800 0 11,279
EATON CORP PLCSHS SHS G29183103 5,452,475 15,440 SH DFND 1,2,8 15,440 0 0
JOHNSON CTLS INTL PLCSHS SHS G51502105 1,668,504 15,884 SH DFND 1,2,8 0 0 15,884
LINDE PLCSHS SHS G54950103 9,547,472 20,600 SH DFND 1,2,8 20,600 0 0
TRANE TECHNOLOGIES PLCSHS SHS G8994E103 3,673,524 8,500 SH DFND 1,2,8 8,500 0 0
ALCON AGORD SHS ORD SHS H01301128 24,771,382 282,024 SH DFND 1,2,8 282,024 0 0
GARMIN LTDSHS SHS H2906T109 3,082,938 14,800 SH DFND 1,2,8 14,800 0 0
AMRIZE LTDSHS SHS H2927K103 1,391,803 28,100 SH DFND 1,2,8 28,100 0 0
LOGITECH INTL S ASHS SHS H50430232 6,751,840 75,525 SH DFND 1,2,8 75,525 0 0
CHECK POINT SOFTWARE TECH LTORD ORD M22465104 36,657,248 169,400 SH DFND 1,2,8 143,300 0 26,100
FERRARI N VCOM COM N3167Y103 5,756,170 11,800 SH DFND 1,2,8 11,800 0 0