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 843 6,777 SH DFND 2 6,777 0 0
ALIGN TECHNOLOGY INC COM 016255101 14,071 83,428 SH DFND 2 83,428 0 0
ALKERMES PLC SHS G01767105 13,099 250,000 SH DFND 2 250,000 0 0
ALPHABET INC CAP STK CL C 02079K107 372,876 1,055,318 SH DFND 2 940,407 0 114,911
AMAZON INC COM 023135106 251,116 1,053,605 SH DFND 2 939,467 0 114,138
AMDOCS LTD SHS G02602103 1,019 20,165 SH DFND 2 20,165 0 0
AMER SPORTS INC COM SHS G0260P102 10,039 296,653 SH DFND 2 3,752 0 292,901
AON PLC SHS CL A G0403H108 106,451 320,935 SH DFND 2 285,763 0 35,172
AUTOMATIC DATA PROCESSING IN COM 053015103 534 2,384 SH DFND 2 2,384 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 15,326 267,851 SH DFND 2 267,851 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 8,973 102,879 SH DFND 2 1,303 0 101,576
BOSTON SCIENTIFIC CORP COM 101137107 11,950 280,000 SH DFND 2 280,000 0 0
BROAD INC COM 11135F101 160,474 424,815 SH DFND 2 374,395 0 50,420
BROOKFIELD CORP CL A LTD VT SH 11271J107 663 15,567 SH DFND 2 15,567 0 0
CENCORA INC COM 03073E105 1,384 4,892 SH DFND 2 4,892 0 0
CHEMED CORP NEW COM 16359R103 1,559 3,347 SH DFND 2 3,347 0 0
CISCO SYS INC COM 17275R102 1,194 10,167 SH DFND 2 10,167 0 0
CLEAN HARBORS INC COM 184496107 12,666 42,397 SH DFND 2 564 0 41,833
COHERUS ONCOLOGY INC COM 19249H103 2,700 1,928,464 SH DFND 2 1,928,464 0 0
COPART INC COM 217204106 592 21,016 SH DFND 2 21,016 0 0
CREDICORP LTD COM G2519Y108 528 1,355 SH DFND 2 1,355 0 0
DEX INC COM 252131107 32,597 484,000 SH DFND 2 484,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 41,671 460,657 SH DFND 2 299,326 0 161,331
ELEVANCE HEALTH INC FORMERLY COM 036752103 25,137 65,000 SH DFND 2 65,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 409 6,417 SH DFND 2 6,417 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 12,476 52,568 SH DFND 2 676 0 51,892
FIRST SOLAR INC COM 336433107 7,432 31,495 SH DFND 2 443 0 31,052
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 9,366 1,153,400 SH DFND 2 515,500 0 637,900
GALLAGHER ARTHUR J & CO COM 363576109 622 2,708 SH DFND 2 2,708 0 0
GENPACT LIMITED SHS G3922B107 1,014 36,868 SH DFND 2 36,868 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 1,266 34,410 SH DFND 2 34,410 0 0
GLAUKOS CORP COM 377322102 28,960 207,212 SH DFND 2 207,212 0 0
GLOBAL PMTS INC COM 37940X102 6,882 94,843 SH DFND 2 1,186 0 93,657
HDFC BANK LTD SPONSORED ADS 40415F101 184,090 7,126,982 SH DFND 2 5,974,375 0 1,152,607
HESAI GROUP SPONSORED ADS 428050108 12,382 679,558 SH DFND 2 306,360 0 373,198
ICICI BANK LIMITED ADR 45104G104 55,192 1,901,201 SH DFND 2 902,393 0 998,808
INFOSYS LTD SPONSORED ADR 456788108 3,848 366,823 SH DFND 2 194,222 0 172,601
INSMED INC COM PAR $.01 457669307 27,840 261,110 SH DFND 2 261,110 0 0
INSULET CORP COM 45784P101 15,211 99,908 SH DFND 2 99,908 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,446 11,746 SH DFND 2 11,746 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 31,143 78,311 SH DFND 2 78,311 0 0
IONIS PHARMACEUTICALS INC COM 462222100 29,020 366,000 SH DFND 2 366,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 5,242 1,260,000 SH DFND 2 1,260,000 0 0
IRHYTHM HOLDINGS INC COM 450056106 9,516 80,000 SH DFND 2 80,000 0 0
KARYOPHARM THERAPEUTICS INC COM NEW 48576U205 977 100,000 SH DFND 2 100,000 0 0
KRYSTAL BIOTECH INC COM 501147102 21,486 57,809 SH DFND 2 57,809 0 0
LENZ THERAPEUTICS INC COM 52635N103 3,976 700,000 SH DFND 2 700,000 0 0
LINDE PLC SHS G54950103 297,837 573,934 SH DFND 2 500,767 0 73,167
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,596 29,948 SH DFND 2 21,185 0 8,763
MASTERCARD INCORPORATED CL A 57636Q104 1,512 2,944 SH DFND 2 2,944 0 0
MCKESSON CORP COM 58155Q103 1,525 2,018 SH DFND 2 2,018 0 0
MEDTRONIC PLC SHS G5960L103 19,949 255,000 SH DFND 2 255,000 0 0
MERCADOLIBRE INC COM 58733R102 87,468 51,531 SH DFND 2 35,770 0 15,761
META PLATFORMS INC CL A 30303M102 15,932 28,283 SH DFND 2 24,245 0 4,038
MICROSOFT CORP COM 594918104 239,628 642,401 SH DFND 2 572,779 0 69,622
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,159 2,792 SH DFND 2 2,792 0 0
MSCI INC COM 55354G100 13,515 24,132 SH DFND 2 308 0 23,824
NATERA INC COM 632307104 32,031 118,000 SH DFND 2 118,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 21,067 125,000 SH DFND 2 125,000 0 0
NEXTERA ENERGY INC COM 65339F101 223,502 2,546,453 SH DFND 2 2,267,728 0 278,725
NOVOCURE LTD ORD SHS G6674U108 14,723 971,784 SH DFND 2 971,784 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 66,445 4,973,457 SH DFND 2 4,240,330 0 733,127
OR ROYALTIES INC. COM SHS 68390D106 2,389 75,522 SH DFND 2 75,522 0 0
OUTSET MED INC COM NEW 690145206 288 66,666 SH DFND 2 66,666 0 0
PARKER-HANNIFIN CORP COM 701094104 221,158 226,105 SH DFND 2 200,762 0 25,343
PENUMBRA INC COM 70975L107 22,734 72,000 SH DFND 2 72,000 0 0
PRICESMART INC COM 741511109 546 2,794 SH DFND 2 2,794 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 15,695 610,000 SH DFND 2 610,000 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 8,468 375,000 SH DFND 2 375,000 0 0
PROGRESSIVE CORP COM 743315103 120,681 552,443 SH DFND 2 492,977 0 59,466
PTC INC COM 69370C100 9,510 83,711 SH DFND 2 1,051 0 82,660
REPUBLIC SVCS INC COM 760759100 221,949 1,041,624 SH DFND 2 923,235 0 118,389
RESMED INC COM 761152107 11,690 59,987 SH DFND 2 4,935 0 55,052
ROPER TECHNOLOGIES INC COM 776696106 2,000 5,909 SH DFND 2 5,909 0 0
ROYAL GOLD INC COM 780287108 1,829 9,165 SH DFND 2 9,165 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 26,458 471,881 SH DFND 2 471,881 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 8,592 227,542 SH DFND 2 2,861 0 224,681
S&P GLOBAL INC COM 78409V104 124,209 304,988 SH DFND 2 272,257 0 32,731
SAREPTA THERAPEUTICS INC COM 803607100 8,811 490,329 SH DFND 2 490,329 0 0
SEA LTD SPONSORD ADS 81141R100 19,028 198,560 SH DFND 2 88,952 0 109,608
SERVICE CORP INTL COM 817565104 20,065 264,157 SH DFND 2 18,423 0 245,734
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,817 10,491 SH DFND 2 10,491 0 0
SYNOPSYS INC COM 871607107 16,616 37,250 SH DFND 2 483 0 36,767
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 266,540 558,118 SH DFND 2 458,334 0 99,784
THERMO FISHER SCIENTIFIC INC COM 883556102 28,315 56,477 SH DFND 2 56,477 0 0
TRADEWEB MKTS INC CL A 892672106 962 9,651 SH DFND 2 9,651 0 0
TRANSUNION COM 89400J107 9,220 127,804 SH DFND 2 1,614 0 126,190
TRIP COM GROUP LTD ADS 89677Q107 24,447 613,630 SH DFND 2 273,621 0 340,009
TRIPLE FLAG PRECIOUS METAL COM 89679M104 643 21,453 SH DFND 2 21,453 0 0
TYLER TECHNOLOGIES INC COM 902252105 11,219 38,361 SH DFND 2 487 0 37,874
VAXCYTE INC COM 92243G108 11,335 195,000 SH DFND 2 195,000 0 0
VERISK ANALYTICS INC COM 92345Y106 10,180 56,706 SH DFND 2 715 0 55,991
VERTEX PHARMACEUTICALS INC COM 92532F100 22,878 46,057 SH DFND 2 46,057 0 0
VISA INC COM CL A 92826C839 274,252 799,358 SH DFND 2 713,117 0 86,241
WATERS CORP COM 941848103 13,622 36,321 SH DFND 2 462 0 35,859
WHEATON PRECIOUS METALS CORP COM 962879102 928 8,266 SH DFND 2 8,266 0 0
ZAI LAB LTD ADR 98887Q104 9,690 510,000 SH DFND 2 510,000 0 0