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 10,335,498 28,921 SH DFND 2 28,921 0 0
ALPHABET INC CAP STK CL A 02079K305 41,542,833 116,246 SH DFND 1 116,246 0 0
AMAZON COM INC COM 023135106 55,811,363 234,167 SH DFND 1 234,167 0 0
AMAZON COM INC COM 023135106 30,470,577 127,845 SH DFND 2 127,845 0 0
BOOKING HOLDINGS INC COM 09857L108 20,438,068 114,666 SH DFND 1 114,666 0 0
BOOKING HOLDINGS INC COM 09857L108 162,377 911 SH DFND 2 911 0 0
CAMDEN PPTY TR SH BEN INT 133131102 3,110,464 27,168 SH DFND 2 27,168 0 0
CAMDEN PPTY TR SH BEN INT 133131102 15,176,680 132,559 SH DFND 1 132,559 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 3,906,009 45,078 SH DFND 1 45,078 0 0
COUPANG INC CL A 22266T109 83,663,804 4,816,569 SH DFND 2 4,816,569 0 0
COUPANG INC CL A 22266T109 133,376,101 7,678,532 SH DFND 1 7,678,532 0 0
CREDICORP LTD COM G2519Y108 19,598,601 50,307 SH DFND 1 50,307 0 0
CREDICORP LTD COM G2519Y108 15,246,603 39,136 SH DFND 2 39,136 0 0
CRH PLC ORD G25508105 2,044,021 19,103 SH DFND 1 19,103 0 0
DANAHER CORP DEL COM 235851102 7,136,143 37,464 SH DFND 1 37,464 0 0
DANAHER CORP DEL COM 235851102 5,047,910 26,501 SH DFND 2 26,501 0 0
DISNEY WALT CO COM 254687106 16,151,616 167,809 SH DFND 1 167,809 0 0
DOORDASH INC CL A 25809K105 3,989,539 21,620 SH DFND 2 21,620 0 0
DOORDASH INC CL A 25809K105 31,539,499 170,918 SH DFND 1 170,918 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 2,207,842 5,709 SH DFND 2 5,709 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 35,226,849 91,089 SH DFND 1 91,089 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 23,777,941 372,695 SH DFND 1 372,695 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 15,349,961 240,595 SH DFND 2 240,595 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 18,570,319 971,251 SH DFND 1 971,251 0 0
EQUIFAX INC COM 294429105 21,936,850 138,211 SH DFND 1 138,211 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,025,466 44,538 SH DFND 2 44,538 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 13,354,087 196,586 SH DFND 1 196,586 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 81,066,167 21,502,962 SH DFND 2 21,502,962 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 117,565,120 31,184,382 SH DFND 1 31,184,382 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 17,539,112 679,021 SH DFND 1 679,021 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 854,715 33,090 SH DFND 2 33,090 0 0
ICICI BANK LIMITED ADR 45104G104 263,041 9,061 SH DFND 2 9,061 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,510,582 28,844 SH DFND 1 28,844 0 0
INTUIT COM 461202103 496,683 1,903 SH DFND 1 1,903 0 0
INTUIT COM 461202103 1,986,471 7,611 SH DFND 2 7,611 0 0
IQVIA HLDGS INC COM 46266C105 19,606,613 101,473 SH DFND 1 101,473 0 0
JD.COM INC SPON ADS CL A 47215P106 137,567 5,399 SH DFND 2 5,399 0 0
JD.COM INC SPON ADS CL A 47215P106 206,363 8,099 SH DFND 1 8,099 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 45,618,992 526,535 SH DFND 1 526,535 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 24,973,807 288,248 SH DFND 2 288,248 0 0
KINDER MORGAN INC DEL COM 49456B101 11,687,145 365,566 SH DFND 1 365,566 0 0
LENNAR CORP CL A 526057104 1,748,900 19,327 SH DFND 1 19,327 0 0
LPL FINL HLDGS INC COM 50212V100 8,681,096 30,819 SH DFND 2 30,819 0 0
LPL FINL HLDGS INC COM 50212V100 61,728,200 219,143 SH DFND 1 219,143 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 53,609,900 1,006,003 SH DFND 1 1,006,003 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 28,779,318 540,051 SH DFND 2 540,051 0 0
MASTERCARD INCORPORATED CL A 57636Q104 47,223,979 91,947 SH DFND 1 91,947 0 0
MASTERCARD INCORPORATED CL A 57636Q104 28,289,602 55,081 SH DFND 2 55,081 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 10,401,083 1,973,640 SH DFND 1 1,973,640 0 0
MERCADOLIBRE INC COM 58733R102 205,216,148 120,901 SH DFND 1 120,901 0 0
MERCADOLIBRE INC COM 58733R102 140,496,365 82,772 SH DFND 2 82,772 0 0
META PLATFORMS INC CL A 30303M102 25,548,581 45,356 SH DFND 2 45,356 0 0
META PLATFORMS INC CL A 30303M102 56,238,310 99,839 SH DFND 1 99,839 0 0
MICROSOFT CORP COM 594918104 19,287,745 51,707 SH DFND 2 51,707 0 0
MICROSOFT CORP COM 594918104 40,990,049 109,887 SH DFND 1 109,887 0 0
MID-AMER APT CMNTYS INC COM 59522J103 14,241,072 102,498 SH DFND 1 102,498 0 0
MOODYS CORP COM 615369105 7,705,075 17,012 SH DFND 1 17,012 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 207,769,857 15,551,636 SH DFND 1 15,551,636 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 138,667,301 10,379,289 SH DFND 2 10,379,289 0 0
NVIDIA CORPORATION COM 67066G104 2,377,469 11,882 SH DFND 1 11,882 0 0
PROGRESSIVE CORP COM 743315103 2,159,160 9,884 SH DFND 1 9,884 0 0
S&P GLOBAL INC COM 78409V104 4,999,931 12,277 SH DFND 2 12,277 0 0
S&P GLOBAL INC COM 78409V104 39,757,536 97,622 SH DFND 1 97,622 0 0
SCHWAB CHARLES CORP COM 808513105 35,571,100 385,511 SH DFND 1 385,511 0 0
SEA LTD SPONSORD ADS 81141R100 130,072,455 1,357,325 SH DFND 2 1,357,325 0 0
SEA LTD SPONSORD ADS 81141R100 183,224,564 1,911,975 SH DFND 1 1,911,975 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 11,594,869 25,254 SH DFND 2 25,254 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 36,060,988 78,542 SH DFND 1 78,542 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 3,195,898 6,692 SH DFND 1 6,692 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,504,005 6,989 SH DFND 2 6,989 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,446,902 30,810 SH DFND 1 30,810 0 0
UBER TECHNOLOGIES INC COM 90353T100 26,123,868 362,027 SH DFND 1 362,027 0 0
UNITEDHEALTH GROUP INC COM 91324P102 11,697,491 28,144 SH DFND 1 28,144 0 0
VISA INC COM CL A 92826C839 45,739,386 133,316 SH DFND 1 133,316 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 13,765,005 436,707 SH DFND 1 436,707 0 0