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
ALIGN TECHNOLOGY INC COM 016255101 12,126 83,428 SH DFND 2 83,428 0 0
ALKERMES PLC SHS G01767105 10,130 250,000 SH DFND 2 250,000 0 0
ALPHABET INC CAP STK CL C 02079K107 335,574 984,840 SH DFND 2 935,963 0 48,877
AMAZON INC COM 023135106 244,842 982,711 SH DFND 2 934,346 0 48,365
AMDOCS LTD SHS G02602103 924 16,163 SH DFND 2 16,163 0 0
AMER SPORTS INC COM SHS G0260P102 10,302 377,504 SH DFND 2 4,076 0 373,428
AON PLC SHS CL A G0403H108 83,434 301,456 SH DFND 2 285,905 0 15,551
AUTOMATIC DATA PROCESSING IN COM 053015103 615 2,384 SH DFND 2 2,384 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 16,071 267,851 SH DFND 2 267,851 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 9,448 102,696 SH DFND 2 1,120 0 101,576
BOSTON SCIENTIFIC CORP COM 101137107 12,222 280,000 SH DFND 2 280,000 0 0
BROAD INC COM 11135F101 137,642 391,929 SH DFND 2 372,554 0 19,375
BROOKFIELD CORP CL A LTD VT SH 11271J107 1,443 39,584 SH DFND 2 39,584 0 0
BROOKFIELD INFRASTRUCTURE CO COM SUB VTG A 11276H106 871 24,469 SH DFND 2 24,469 0 0
CENCORA INC COM 03073E105 1,469 4,892 SH DFND 2 4,892 0 0
CHEMED CORP NEW COM 16359R103 1,690 3,347 SH DFND 2 3,347 0 0
CISCO SYS INC COM 17275R102 1,439 13,369 SH DFND 2 13,369 0 0
CLEAN HARBORS INC COM 184496107 11,309 36,453 SH DFND 2 414 0 36,039
COHERUS ONCOLOGY INC COM 19249H103 2,333 1,928,464 SH DFND 2 1,928,464 0 0
COPART INC COM 217204106 573 21,016 SH DFND 2 21,016 0 0
CREDICORP LTD COM G2519Y108 504 1,326 SH DFND 2 1,326 0 0
DEX INC COM 252131107 33,998 394,000 SH DFND 2 394,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 37,581 435,372 SH DFND 2 298,815 0 136,557
ELEVANCE HEALTH INC FORMERLY COM 036752103 25,273 65,000 SH DFND 2 65,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 471 6,254 SH DFND 2 6,254 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 11,679 52,460 SH DFND 2 568 0 51,892
FIRST SOLAR INC COM 336433107 5,499 31,392 SH DFND 2 340 0 31,052
GENPACT LIMITED SHS G3922B107 2,836 87,177 SH DFND 2 66,387 0 20,790
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 1,921 45,913 SH DFND 2 45,913 0 0
GLAUKOS CORP COM 377322102 25,813 157,212 SH DFND 2 157,212 0 0
GLOBAL PMTS INC COM 37940X102 11,425 139,890 SH DFND 2 1,500 0 138,390
HDFC BANK LTD SPONSORED ADS 40415F101 158,722 7,104,822 SH DFND 2 6,006,503 0 1,098,319
HESAI GROUP SPONSORED ADS 428050108 10,839 679,558 SH DFND 2 306,360 0 373,198
ICICI BK LTD ADR 45104G104 51,462 1,867,945 SH DFND 2 869,137 0 998,808
INFOSYS LTD SPONSORED ADR 456788108 3,709 344,700 SH DFND 2 172,099 0 172,601
INSMED INC COM PAR $.01 457669307 29,803 261,110 SH DFND 2 261,110 0 0
INSULET CORP COM 45784P101 13,035 99,908 SH DFND 2 99,908 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 137,360 337,802 SH DFND 2 326,481 0 11,321
IONIS PHARMACEUTICALS INC COM 462222100 16,342 366,000 SH DFND 2 366,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 18,673 1,260,000 SH DFND 2 1,260,000 0 0
IRHYTHM HOLDINGS INC COM 450056106 9,093 80,000 SH DFND 2 80,000 0 0
KRYSTAL BIOTECH INC COM 501147102 19,225 57,809 SH DFND 2 57,809 0 0
LENZ THERAPEUTICS INC COM 52635N103 2,688 700,000 SH DFND 2 700,000 0 0
LINDE PLC SHS G54950103 256,966 541,381 SH DFND 2 493,236 0 48,145
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,303 27,607 SH DFND 2 18,844 0 8,763
MASTERCARD INCORPORATED CL A 57636Q104 1,624 2,944 SH DFND 2 2,944 0 0
MCKESSON CORP COM 58155Q103 1,723 2,018 SH DFND 2 2,018 0 0
MEDTRONIC PLC SHS G5960L103 22,004 255,000 SH DFND 2 255,000 0 0
MERCADOLIBRE INC COM 58733R102 87,163 50,426 SH DFND 2 34,665 0 15,761
META PLATFORMS INC CL A 30303M102 20,331 28,036 SH DFND 2 23,998 0 4,038
MICROSOFT CORP COM 594918104 307,496 599,525 SH DFND 2 569,749 0 29,776
MOBILITY GLOBAL INC COM SHS 60744M106 952 55,486 SH DFND 2 55,486 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,006 2,256 SH DFND 2 2,256 0 0
MSCI INC COM 55354G100 12,971 24,081 SH DFND 2 257 0 23,824
NATERA INC COM 632307104 33,478 81,000 SH DFND 2 81,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 17,730 125,000 SH DFND 2 125,000 0 0
NEXTERA ENERGY INC COM 65339F101 178,221 2,353,059 SH DFND 2 2,260,321 0 92,738
NOVOCURE LTD ORD SHS G6674U108 15,500 971,784 SH DFND 2 971,784 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 61,985 4,896,136 SH DFND 2 4,163,009 0 733,127
OR ROYALTIES INC. COM SHS 68390D106 2,495 72,666 SH DFND 2 72,666 0 0
OUTSET MED INC COM NEW 690145206 200 66,666 SH DFND 2 66,666 0 0
PARKER-HANNIFIN CORP COM 701094104 153,956 161,140 SH DFND 2 154,591 0 6,549
PENUMBRA INC COM 70975L107 22,920 72,000 SH DFND 2 72,000 0 0
PRICESMART INC COM 741511109 462 2,733 SH DFND 2 2,733 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 12,011 610,000 SH DFND 2 610,000 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 6,832 375,000 SH DFND 2 375,000 0 0
PROGRESSIVE CORP COM 743315103 106,269 512,611 SH DFND 2 487,250 0 25,361
PTC INC COM 69370C100 11,725 83,569 SH DFND 2 909 0 82,660
REPUBLIC SVCS INC COM 760759100 198,693 946,744 SH DFND 2 900,396 0 46,348
RESMED INC COM 761152107 12,800 57,893 SH DFND 2 2,841 0 55,052
ROPER TECHNOLOGIES INC COM 776696106 1,421 4,068 SH DFND 2 4,068 0 0
ROYAL GOLD INC COM 780287108 2,163 9,165 SH DFND 2 9,165 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 27,539 471,881 SH DFND 2 471,881 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 8,404 227,142 SH DFND 2 2,461 0 224,681
S&P GLOBAL INC COM 78409V104 112,455 285,078 SH DFND 2 271,398 0 13,680
SAREPTA THERAPEUTICS INC COM 803607100 8,934 490,329 SH DFND 2 490,329 0 0
SEA LTD SPONSORD ADS 81141R100 19,266 197,888 SH DFND 2 88,280 0 109,608
SERVICE CORP INTL COM 817565104 19,391 254,648 SH DFND 2 8,914 0 245,734
SPOTIFY TECHNOLOGY S A SHS L8681T102 5,113 10,491 SH DFND 2 10,491 0 0
SYNOPSYS INC COM 871607107 16,165 37,167 SH DFND 2 400 0 36,767
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 243,316 533,365 SH DFND 2 440,409 0 92,956
THERMO FISHER SCIENTIFIC INC COM 883556102 30,024 44,477 SH DFND 2 44,477 0 0
TRADEWEB MKTS INC CL A 892672106 973 9,651 SH DFND 2 9,651 0 0
TRANSUNION COM 89400J107 7,798 127,577 SH DFND 2 1,387 0 126,190
TRIP COM GROUP LTD ADS 89677Q107 23,993 613,630 SH DFND 2 273,621 0 340,009
TRIPLE FLAG PRECIOUS METAL COM 89679M104 1,305 42,346 SH DFND 2 42,346 0 0
TYLER TECHNOLOGIES INC COM 902252105 12,198 38,285 SH DFND 2 411 0 37,874
VAXCYTE INC COM 92243G108 11,096 195,000 SH DFND 2 195,000 0 0
VERISK ANALYTICS INC COM 92345Y106 9,501 56,604 SH DFND 2 613 0 55,991
VERTEX PHARMACEUTICALS INC COM 92532F100 24,079 46,057 SH DFND 2 46,057 0 0
VISA INC COM CL A 92826C839 267,346 744,012 SH DFND 2 707,554 0 36,458
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 182 2,792 SH DFND 2 2,792 0 0
WATERS CORP COM 941848103 15,927 36,248 SH DFND 2 389 0 35,859
WHEATON PRECIOUS METALS CORP COM 962879102 1,105 8,266 SH DFND 2 8,266 0 0
YUM CHINA HLDGS INC COM 98850P109 1,249 30,400 SH DFND 2 30,400 0 0
ZAI LAB LTD ADR 98887Q104 13,433 510,000 SH DFND 2 510,000 0 0