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 934 4,708 SH DFND 2 4,708 0 0
ALIGN TECHNOLOGY INC COM 016255101 14,302 83,428 SH DFND 2 83,428 0 0
ALKERMES PLC SHS G01767105 8,840 250,000 SH DFND 2 250,000 0 0
ALPHABET INC CAP STK CL C 02079K107 418,205 1,457,872 SH DFND 2 1,084,433 0 373,439
AMAZON INC COM 023135106 272,327 1,307,567 SH DFND 2 971,407 0 336,160
AMDOCS LTD SHS G02602103 2,503 38,359 SH DFND 2 38,359 0 0
AMER SPORTS INC COM SHS G0260P102 6,924 210,326 SH DFND 2 3,496 0 206,830
AON PLC SHS CL A G0403H108 128,890 399,312 SH DFND 2 298,059 0 101,253
AUTOMATIC DATA PROCESSING IN COM 053015103 608 2,990 SH DFND 2 2,990 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 15,131 267,851 SH DFND 2 267,851 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 10,156 103,188 SH DFND 2 1,612 0 101,576
BOSTON SCIENTIFIC CORP COM 101137107 11,295 180,000 SH DFND 2 180,000 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 790 19,510 SH DFND 2 19,510 0 0
BROWN & BROWN INC COM 115236101 719 11,022 SH DFND 2 11,022 0 0
CENCORA INC COM 03073E105 2,070 6,588 SH DFND 2 6,588 0 0
CGI INC CL A SUB VTG 12532H104 1,488 20,349 SH DFND 2 20,349 0 0
CHEMED CORP NEW COM 16359R103 1,933 5,117 SH DFND 2 5,117 0 0
CLEAN HARBORS INC COM 184496107 14,300 49,871 SH DFND 2 796 0 49,075
COHERUS ONCOLOGY INC COM 19249H103 3,259 1,928,464 SH DFND 2 1,928,464 0 0
COPART INC COM 217204106 1,008 30,347 SH DFND 2 30,347 0 0
CREDICORP LTD COM G2519Y108 469 1,383 SH DFND 2 1,383 0 0
DEX INC COM 252131107 30,395 484,000 SH DFND 2 484,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 36,930 461,167 SH DFND 2 299,836 0 161,331
ELEVANCE HEALTH INC FORMERLY COM 036752103 19,029 65,000 SH DFND 2 65,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 409 6,896 SH DFND 2 6,896 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 12,302 52,738 SH DFND 2 846 0 51,892
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 9,498 1,144,300 SH DFND 2 550,600 0 593,700
GALLAGHER ARTHUR J & CO COM 363576109 732 3,381 SH DFND 2 3,381 0 0
GENPACT LIMITED SHS G3922B107 2,217 59,508 SH DFND 2 59,508 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 1,236 29,615 SH DFND 2 29,615 0 0
GLAUKOS CORP COM 377322102 22,308 207,212 SH DFND 2 207,212 0 0
GLOBAL PMTS INC COM 37940X102 6,309 93,740 SH DFND 2 1,466 0 92,274
HDFC BANK LTD SPONSORED ADS 40415F101 182,439 7,332,764 SH DFND 2 6,161,861 0 1,170,903
HESAI GROUP SPONSORED ADS 428050108 12,814 670,173 SH DFND 2 322,828 0 347,345
ICICI BANK LIMITED ADR 45104G104 49,220 1,900,376 SH DFND 2 954,776 0 945,600
INFOSYS LTD SPONSORED ADR 456788108 6,828 505,391 SH DFND 2 332,790 0 172,601
INSMED INC COM PAR $.01 457669307 26,345 161,110 SH DFND 2 161,110 0 0
INSULET CORP COM 45784P101 20,965 99,908 SH DFND 2 99,908 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 162,398 1,032,542 SH DFND 2 772,123 0 260,419
INTUITIVE SURGICAL INC COM NEW 46120E602 36,101 78,311 SH DFND 2 78,311 0 0
IONIS PHARMACEUTICALS INC COM 462222100 27,483 366,000 SH DFND 2 366,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 4,423 1,260,000 SH DFND 2 1,260,000 0 0
IRHYTHM HOLDINGS INC COM 450056106 9,442 80,000 SH DFND 2 80,000 0 0
KARYOPHARM THERAPEUTICS INC COM NEW 48576U205 557 100,000 SH DFND 2 100,000 0 0
KRYSTAL BIOTECH INC COM 501147102 17,516 67,809 SH DFND 2 67,809 0 0
LENZ THERAPEUTICS INC COM 52635N103 6,405 700,000 SH DFND 2 700,000 0 0
LINDE PLC SHS G54950103 328,026 661,663 SH DFND 2 505,468 0 156,195
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 4,774 128,029 SH DFND 2 70,615 0 57,414
MCKESSON CORP COM 58155Q103 2,561 2,960 SH DFND 2 2,960 0 0
MEDTRONIC PLC SHS G5960L103 22,096 255,000 SH DFND 2 255,000 0 0
MERCADOLIBRE INC COM 58733R102 91,593 52,974 SH DFND 2 37,299 0 15,675
META PLATFORMS INC CL A 30303M102 18,334 32,045 SH DFND 2 27,077 0 4,968
MICROSOFT CORP COM 594918104 294,244 794,890 SH DFND 2 591,003 0 203,887
MSCI INC COM 55354G100 13,048 24,208 SH DFND 2 384 0 23,824
NATERA INC COM 632307104 27,599 138,000 SH DFND 2 138,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 16,468 125,000 SH DFND 2 125,000 0 0
NEXTERA ENERGY INC COM 65339F101 223,022 2,401,182 SH DFND 2 1,776,741 0 624,441
NOVOCURE LTD ORD SHS G6674U108 10,592 971,784 SH DFND 2 971,784 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 5,547 386,025 SH DFND 2 386,025 0 0
OR ROYALTIES INC. COM SHS 68390D106 4,175 109,803 SH DFND 2 109,803 0 0
OUTSET MED INC COM NEW 690145206 256 66,666 SH DFND 2 66,666 0 0
PARKER-HANNIFIN CORP COM 701094104 254,428 284,201 SH DFND 2 206,221 0 77,980
PENUMBRA INC COM 70975L107 23,643 72,000 SH DFND 2 72,000 0 0
PRICESMART INC COM 741511109 282 1,874 SH DFND 2 1,874 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 12,548 610,000 SH DFND 2 610,000 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 9,379 375,000 SH DFND 2 375,000 0 0
PROGRESSIVE CORP COM 743315103 136,343 687,769 SH DFND 2 513,316 0 174,453
PTC INC COM 69370C100 11,969 84,002 SH DFND 2 1,342 0 82,660
RELX PLC SPONSORED ADR 759530108 40 1,198 SH DFND 2 1,198 0 0
REPUBLIC SVCS INC COM 760759100 200,000 913,159 SH DFND 2 681,291 0 231,868
RESMED INC COM 761152107 12,557 55,939 SH DFND 2 887 0 55,052
ROPER TECHNOLOGIES INC COM 776696106 2,842 8,031 SH DFND 2 8,031 0 0
ROYAL GOLD INC COM 780287108 5,544 21,785 SH DFND 2 21,785 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 31,745 661,776 SH DFND 2 661,776 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 7,703 228,310 SH DFND 2 3,629 0 224,681
S&P GLOBAL INC COM 78409V104 160,397 377,102 SH DFND 2 282,741 0 94,361
SAREPTA THERAPEUTICS INC COM 803607100 10,670 490,329 SH DFND 2 490,329 0 0
SEA LTD SPONSORD ADS 81141R100 16,033 193,607 SH DFND 2 91,592 0 102,015
SERVICE CORP INTL COM 817565104 18,930 229,430 SH DFND 2 12,477 0 216,953
SMITH A O CORP COM 831865209 8,200 124,360 SH DFND 2 1,989 0 122,371
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,578 9,440 SH DFND 2 9,440 0 0
SYNOPSYS INC COM 871607107 14,814 37,365 SH DFND 2 598 0 36,767
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 230,268 681,368 SH DFND 2 568,233 0 113,135
THERMO FISHER SCIENTIFIC INC COM 883556102 290,761 591,542 SH DFND 2 454,224 0 137,318
TRADEWEB MKTS INC CL A 892672106 683 5,807 SH DFND 2 5,807 0 0
TRANSUNION COM 89400J107 8,749 126,452 SH DFND 2 2,043 0 124,409
TRIP COM GROUP LTD ADS 89677Q107 29,932 601,167 SH DFND 2 284,712 0 316,455
TRIPLE FLAG PRECIOUS METAL COM 89679M104 930 26,793 SH DFND 2 26,793 0 0
TYLER TECHNOLOGIES INC COM 902252105 10,077 29,433 SH DFND 2 489 0 28,944
UBER TECHNOLOGIES INC COM 90353T100 98,270 1,366,185 SH DFND 2 1,022,068 0 344,117
VAXCYTE INC COM 92243G108 11,331 195,000 SH DFND 2 195,000 0 0
VERISK ANALYTICS INC COM 92345Y106 10,255 54,045 SH DFND 2 898 0 53,147
VERTEX PHARMACEUTICALS INC COM 92532F100 20,566 46,057 SH DFND 2 46,057 0 0
VISA INC COM CL A 92826C839 296,367 980,570 SH DFND 2 732,767 0 247,803
WATERS CORP COM 941848103 10,852 36,442 SH DFND 2 583 0 35,859
WHEATON PRECIOUS METALS CORP COM 962879102 4,881 37,259 SH DFND 2 37,259 0 0
ZAI LAB LTD ADR 98887Q104 9,593 510,000 SH DFND 2 510,000 0 0