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
Advanced Micro Devices Inc. COM 007903107 143,011,910 246,186 SH DFND 1 227,346 0 18,840
Advanced Micro Devices Inc. COM 007903107 239,683,466 412,600 SH DFND 1,2 412,600 0 0
Advanced Micro Devices Inc. COM 007903107 465,528,494 801,378 SH OTR 1,3 0 801,378 0
Affirm Holdings Inc COM 00827B106 74,653,071 915,427 SH DFND 1 843,671 0 71,756
Affirm Holdings Inc COM 00827B106 121,921,328 1,495,050 SH DFND 1,2 1,495,050 0 0
Affirm Holdings Inc COM 00827B106 176,725,782 2,167,085 SH OTR 1,3 0 2,167,085 0
Alphabet Inc COM 02079K107 552,514,488 1,563,735 SH DFND 1 1,441,408 0 122,327
Alphabet Inc COM 02079K107 896,398,210 2,537,000 SH DFND 1,2 2,537,000 0 0
Alphabet Inc COM 02079K107 1,660,413,915 4,699,329 SH OTR 1,3 0 4,699,329 0
Amazon.com Inc. COM 023135106 156,058,836 654,774 SH DFND 1 606,256 0 48,518
Amazon.com Inc. COM 023135106 240,971,274 1,011,040 SH DFND 1,2 1,011,040 0 0
Amazon.com Inc. COM 023135106 628,941,364 2,638,841 SH OTR 1,3 0 2,638,841 0
Amphenol Corp. COM 032095101 21,072,532 119,513 SH DFND 1 107,830 0 11,683
Amphenol Corp. COM 032095101 44,626,592 253,100 SH DFND 1,2 253,100 0 0
Amphenol Corp. COM 032095101 294,773,363 1,671,809 SH OTR 1,3 0 1,671,809 0
Analog Devices Inc. COM 032654105 72,915,646 183,588 SH DFND 1 168,930 0 14,658
Analog Devices Inc. COM 032654105 121,740,548 306,520 SH DFND 1,2 306,520 0 0
Analog Devices Inc. COM 032654105 202,140,466 508,952 SH OTR 1,3 0 508,952 0
Apple Inc COM 037833100 262,472,380 907,079 SH DFND 1 839,966 0 67,113
Apple Inc COM 037833100 400,201,952 1,383,059 SH DFND 1,2 1,383,059 0 0
Apple Inc COM 037833100 748,724,208 2,587,518 SH OTR 1,3 0 2,587,518 0
Applovin Corp COM 03831W108 58,433,265 113,412 SH DFND 1 103,924 0 9,488
Applovin Corp COM 03831W108 100,799,597 195,640 SH DFND 1,2 195,640 0 0
Applovin Corp COM 03831W108 170,700,851 331,310 SH OTR 1,3 0 331,310 0
Arista Networks Inc COM 040413205 100,504,066 591,618 SH DFND 1 546,599 0 45,019
Arista Networks Inc COM 040413205 158,712,089 934,260 SH DFND 1,2 934,260 0 0
Arista Networks Inc COM 040413205 332,814,116 1,959,113 SH OTR 1,3 0 1,959,113 0
ASML Holding NV COM N07059210 156,115,336 78,472 SH DFND 1 72,218 0 6,254
ASML Holding NV COM N07059210 248,769,525 125,045 SH DFND 1,2 125,045 0 0
ASML Holding NV COM N07059210 288,148,500 144,839 SH OTR 1,3 0 144,839 0
Axon Enterprise Inc COM 05464C101 47,976,444 85,579 SH DFND 1 78,131 0 7,448
Axon Enterprise Inc COM 05464C101 90,078,815 160,680 SH DFND 1,2 160,680 0 0
Axon Enterprise Inc COM 05464C101 144,951,322 258,560 SH OTR 1,3 0 258,560 0
Broadcom Inc COM 11135F101 312,655,365 827,678 SH DFND 1 763,701 0 63,977
Broadcom Inc COM 11135F101 499,372,657 1,321,966 SH DFND 1,2 1,321,966 0 0
Broadcom Inc COM 11135F101 938,225,230 2,483,720 SH OTR 1,3 0 2,483,720 0
C.H. Robinson Worldwide, Inc. COM 12541W209 56,009,114 297,383 SH DFND 1 274,512 0 22,871
C.H. Robinson Worldwide, Inc. COM 12541W209 93,507,043 496,480 SH DFND 1,2 496,480 0 0
C.H. Robinson Worldwide, Inc. COM 12541W209 157,626,266 836,924 SH OTR 1,3 0 836,924 0
Caterpillar Inc. COM 149123101 63,420,120 59,555 SH DFND 1 55,184 0 4,371
Caterpillar Inc. COM 149123101 101,208,096 95,040 SH DFND 1,2 95,040 0 0
Caterpillar Inc. COM 149123101 208,911,017 196,179 SH OTR 1,3 0 196,179 0
Celestica, Inc. COM 15101Q207 46,109,625 126,397 SH DFND 1 116,023 0 10,374
Celestica, Inc. COM 15101Q207 77,509,056 212,470 SH DFND 1,2 212,470 0 0
Celestica, Inc. COM 15101Q207 136,982,400 375,500 SH OTR 1,3 0 375,500 0
Ecolab, Inc. COM 278865100 61,026,455 219,039 SH DFND 1 201,996 0 17,043
Ecolab, Inc. COM 278865100 97,130,968 348,627 SH DFND 1,2 348,627 0 0
Ecolab, Inc. COM 278865100 192,403,051 690,582 SH OTR 1,3 0 690,582 0
Elanco Animal Health Inc COM 28414H103 65,148,330 2,647,230 SH DFND 1 2,442,915 0 204,315
Elanco Animal Health Inc COM 28414H103 107,113,056 4,352,420 SH DFND 1,2 4,352,420 0 0
Elanco Animal Health Inc COM 28414H103 160,247,449 6,511,477 SH OTR 1,3 0 6,511,477 0
GE Aerospace COM 369604301 112,596,627 301,278 SH DFND 1 278,413 0 22,865
GE Aerospace COM 369604301 177,341,612 474,518 SH DFND 1,2 474,518 0 0
GE Aerospace COM 369604301 348,476,691 932,429 SH OTR 1,3 0 932,429 0
GE Vernova Inc. COM 36828A101 61,083,321 51,992 SH DFND 1 48,210 0 3,782
GE Vernova Inc. COM 36828A101 96,362,017 82,020 SH DFND 1,2 82,020 0 0
GE Vernova Inc. COM 36828A101 266,445,324 226,789 SH OTR 1,3 0 226,789 0
Hilton Worldwide Holdings Inc COM 43300A203 135,882,178 411,191 SH DFND 1 379,634 0 31,557
Hilton Worldwide Holdings Inc COM 43300A203 211,141,469 638,932 SH DFND 1,2 638,932 0 0
Hilton Worldwide Holdings Inc COM 43300A203 375,742,934 1,137,030 SH OTR 1,3 0 1,137,030 0
Howmet Aerospace Inc COM 443201108 67,534,674 251,189 SH DFND 1 232,490 0 18,699
Howmet Aerospace Inc COM 443201108 104,221,159 387,641 SH DFND 1,2 387,641 0 0
Howmet Aerospace Inc COM 443201108 208,066,453 773,884 SH OTR 1,3 0 773,884 0
Johnson Controls International plc COM G51502105 75,832,990 519,013 SH DFND 1 478,094 0 40,919
Johnson Controls International plc COM G51502105 123,484,282 845,146 SH DFND 1,2 845,146 0 0
Johnson Controls International plc COM G51502105 231,133,163 1,581,912 SH OTR 1,3 0 1,581,912 0
Lilly(Eli) & Co COM 532457108 144,137,902 120,172 SH DFND 1 110,953 0 9,219
Lilly(Eli) & Co COM 532457108 242,882,176 202,498 SH DFND 1,2 202,498 0 0
Lilly(Eli) & Co COM 532457108 444,933,356 370,954 SH OTR 1,3 0 370,954 0
Lumentum Holdings Inc COM 55024U109 90,055,972 104,953 SH DFND 1 96,769 0 8,184
Lumentum Holdings Inc COM 55024U109 146,427,939 170,650 SH DFND 1,2 170,650 0 0
Lumentum Holdings Inc COM 55024U109 274,543,161 319,958 SH OTR 1,3 0 319,958 0
Mastercard Incorporated COM 57636Q104 65,742,341 128,003 SH DFND 1 118,298 0 9,705
Mastercard Incorporated COM 57636Q104 99,052,896 192,860 SH DFND 1,2 192,860 0 0
Mastercard Incorporated COM 57636Q104 204,737,395 398,632 SH OTR 1,3 0 398,632 0
Mckesson Corporation COM 58155Q103 50,336,560 66,618 SH DFND 1 61,107 0 5,511
Mckesson Corporation COM 58155Q103 86,100,620 113,950 SH DFND 1,2 113,950 0 0
Mckesson Corporation COM 58155Q103 181,323,599 239,973 SH OTR 1,3 0 239,973 0
Meta Platforms Inc COM 30303M102 136,022,143 241,478 SH DFND 1 223,059 0 18,419
Meta Platforms Inc COM 30303M102 198,444,814 352,296 SH DFND 1,2 352,296 0 0
Meta Platforms Inc COM 30303M102 419,420,102 744,590 SH OTR 1,3 0 744,590 0
Micron Technology Inc. COM 595112103 130,887,252 113,392 SH DFND 1 103,872 0 9,520
Micron Technology Inc. COM 595112103 229,657,538 198,960 SH DFND 1,2 198,960 0 0
Micron Technology Inc. COM 595112103 285,266,613 247,136 SH OTR 1,3 0 247,136 0
Microsoft Corporation COM 594918104 155,484,061 416,825 SH DFND 1 386,646 0 30,179
Microsoft Corporation COM 594918104 232,740,980 623,937 SH DFND 1,2 623,937 0 0
Microsoft Corporation COM 594918104 467,940,535 1,254,465 SH OTR 1,3 0 1,254,465 0
Morgan Stanley COM 617446448 50,091,210 239,625 SH DFND 1 221,534 0 18,091
Morgan Stanley COM 617446448 82,282,325 393,620 SH DFND 1,2 393,620 0 0
Morgan Stanley COM 617446448 154,436,034 738,787 SH OTR 1,3 0 738,787 0
MSCI Inc COM 55354G100 55,020,009 98,243 SH DFND 1 91,012 0 7,231
MSCI Inc COM 55354G100 81,771,440 146,010 SH DFND 1,2 146,010 0 0
MSCI Inc COM 55354G100 159,835,416 285,400 SH OTR 1,3 0 285,400 0
NVIDIA Corp COM 67066G104 626,392,550 3,130,554 SH DFND 1 2,894,414 0 236,140
NVIDIA Corp COM 67066G104 969,650,146 4,846,070 SH DFND 1,2 4,846,070 0 0
NVIDIA Corp COM 67066G104 1,525,436,337 7,623,751 SH OTR 1,3 0 7,623,751 0
O`Reilly Automotive, Inc. COM 67103H107 54,153,800 588,053 SH DFND 1 542,944 0 45,109
O`Reilly Automotive, Inc. COM 67103H107 80,834,760 877,780 SH DFND 1,2 877,780 0 0
O`Reilly Automotive, Inc. COM 67103H107 143,357,056 1,556,706 SH OTR 1,3 0 1,556,706 0
Oracle Corp. COM 68389X105 39,506,949 269,580 SH DFND 1 249,306 0 20,274
Oracle Corp. COM 68389X105 62,959,346 429,610 SH DFND 1,2 429,610 0 0
Oracle Corp. COM 68389X105 122,860,632 838,353 SH OTR 1,3 0 838,353 0
Palantir Technologies Inc COM 69608A108 41,513,052 355,816 SH DFND 1 328,303 0 27,513
Palantir Technologies Inc COM 69608A108 56,587,283 485,020 SH DFND 1,2 485,020 0 0
Palantir Technologies Inc COM 69608A108 132,454,751 1,135,294 SH OTR 1,3 0 1,135,294 0
Parker-Hannifin Corp. COM 701094104 55,553,303 56,796 SH DFND 1 52,597 0 4,199
Parker-Hannifin Corp. COM 701094104 84,793,223 86,690 SH DFND 1,2 86,690 0 0
Parker-Hannifin Corp. COM 701094104 177,707,776 181,683 SH OTR 1,3 0 181,683 0
Quanta Services, Inc. COM 74762E102 47,594,644 66,100 SH DFND 1 61,231 0 4,869
Quanta Services, Inc. COM 74762E102 79,125,196 109,890 SH DFND 1,2 109,890 0 0
Quanta Services, Inc. COM 74762E102 176,742,458 245,462 SH OTR 1,3 0 245,462 0
Sandisk Corp COM 80004C200 57,552,654 25,312 SH DFND 1 23,519 0 1,793
Sandisk Corp COM 80004C200 70,030,884 30,800 SH DFND 1,2 30,800 0 0
Sandisk Corp COM 80004C200 167,719,420 73,764 SH OTR 1,3 0 73,764 0
Seagate Technology Holdings Plc COM G7997R103 87,651,915 90,831 SH DFND 1 83,844 0 6,987
Seagate Technology Holdings Plc COM G7997R103 140,697,000 145,800 SH DFND 1,2 145,800 0 0
Seagate Technology Holdings Plc COM G7997R103 270,561,875 280,375 SH OTR 1,3 0 280,375 0
Shopify Inc COM 82509L107 50,944,718 446,179 SH DFND 1 411,619 0 34,560
Shopify Inc COM 82509L107 81,425,640 713,134 SH DFND 1,2 713,134 0 0
Shopify Inc COM 82509L107 86,820,188 760,380 SH OTR 1,3 0 760,380 0
Space Exploration Technologies Corp. COM 84615Q103 40,656,479 237,952 SH DFND 1 220,068 0 17,884
Space Exploration Technologies Corp. COM 84615Q103 63,672,688 372,660 SH DFND 1,2 372,660 0 0
Space Exploration Technologies Corp. COM 84615Q103 125,502,820 734,536 SH OTR 1,3 0 734,536 0
Tesla Inc COM 88160R101 94,678,742 225,104 SH DFND 1 207,653 0 17,451
Tesla Inc COM 88160R101 148,316,178 352,630 SH DFND 1,2 352,630 0 0
Tesla Inc COM 88160R101 240,771,208 572,447 SH OTR 1,3 0 572,447 0
Trane Technologies plc COM G8994E103 71,400,421 145,371 SH DFND 1 134,114 0 11,257
Trane Technologies plc COM G8994E103 110,869,547 225,730 SH DFND 1,2 225,730 0 0
Trane Technologies plc COM G8994E103 211,075,518 429,749 SH OTR 1,3 0 429,749 0
Vertiv Holdings Co COM 92537N108 74,256,715 221,781 SH DFND 1 205,031 0 16,750
Vertiv Holdings Co COM 92537N108 99,039,756 295,800 SH DFND 1,2 295,800 0 0
Vertiv Holdings Co COM 92537N108 215,887,918 644,788 SH OTR 1,3 0 644,788 0
Visa Inc COM 92826C839 86,776,381 252,926 SH DFND 1 233,554 0 19,372
Visa Inc COM 92826C839 143,603,750 418,560 SH DFND 1,2 418,560 0 0
Visa Inc COM 92826C839 274,726,230 800,741 SH OTR 1,3 0 800,741 0
Woodward Inc COM 980745103 50,876,668 119,586 SH DFND 1 109,964 0 9,622
Woodward Inc COM 980745103 81,769,568 192,200 SH DFND 1,2 192,200 0 0
Woodward Inc COM 980745103 160,980,114 378,385 SH OTR 1,3 0 378,385 0
Western Digital Corp. COM 958102105 10,205,468 15,978 SH DFND 1 15,550 0 428
Western Digital Corp. COM 958102105 10,027,904 15,700 SH DFND 1,2 15,700 0 0
Compass Inc COM 20464U100 85,503,865 6,934,620 SH DFND 1 6,934,620 0 0
Datadog Inc COM 23804L103 18,730,298 71,940 SH DFND 1,2 71,940 0 0
Intuitive Surgical Inc COM 46120E602 2,220,645 5,584 SH DFND 1 5,584 0 0
Intuitive Surgical Inc COM 46120E602 742,071 1,866 SH OTR 1,3 0 1,866 0
Snowflake Inc COM 833445109 10,180 40 SH DFND 1 40 0 0
Snowflake Inc COM 833445109 1,417,057 5,568 SH OTR 1,3 0 5,568 0
Applied Materials Inc. COM 038222105 1,706,280 2,360 SH DFND 1,2 2,360 0 0
KLA Corp. COM 482480100 460,047,408 1,524,800 SH OTR 1,3 0 1,524,800 0
Lam Research Corp. COM 512807306 6,137,686 14,164 SH DFND 1 14,164 0 0
Lam Research Corp. COM 512807306 186,331,900 430,000 SH OTR 1,3 0 430,000 0
Texas Instruments Inc. COM 882508104 39,643 133 SH DFND 1 133 0 0
Texas Instruments Inc. COM 882508104 193,924,342 650,600 SH OTR 1,3 0 650,600 0
LINDE PLC SHS COM G54950103 214,841 414 SH DFND 1 414 0 0
SPOTIFY TECHNOLOGY S A SHS COM L8681T102 1,290,614 2,811 SH DFND 1 2,811 0 0
ALPHABET CLASS A COM 02079K305 2,919,356 8,169 SH DFND 1 8,169 0 0
CHIPOTLE MEXICAN GRILL INC CL COM 169656105 546,040 16,060 SH DFND 1 16,060 0 0
COSTCO WHOLESALE CORP COM COM 22160K105 239,480 256 SH DFND 1 256 0 0
ISHARES TR S&P500/BARRA GW COM 464287309 413,690 3,008 SH DFND 1 3,008 0 0
ISHARES TR RSSLL 1000 GRWT ETF-EQUITY 464287614 24,738,389 199,230 SH DFND 1 199,230 0 0
MOODYS CORP COM COM 615369105 512,705 1,132 SH DFND 1 1,132 0 0
NETFLIX COM INC COM COM 64110L106 859,727 12,041 SH DFND 1 12,041 0 0
UBER TECHNOLOGIES INC COM COM 90353T100 333,235 4,618 SH DFND 1 4,618 0 0
VANGUARD INDEX TR GROWTH VIPER ETF-EQUITY 922908736 2,011,111 23,347 SH DFND 1 23,347 0 0