ALPHABET INC CAP STK CL C 02079K107 715261645 2099142 SH DFND 1 2099142 0 0 AMAZON COM INC COM 023135106 1174524742 4714127 SH DFND 1 4714127 0 0 AMPHENOL CORP CL A 032095101 902744506 10708713 SH DFND 1 10708713 0 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 160852194 993344 SH DFND 1 993344 0 0 CRH PLC ORD G25508105 300666010 3631232 SH DFND 1 3631232 0 0 DEVON ENERGY CORP NEW COM 25179M103 498585208 10829392 SH DFND 1 10829392 0 0 DISNEY WALT CO COM 254687106 97879358 933073 SH DFND 1 933073 0 0 EMBRAER S.A. SPONSORED ADS 29082A107 244197834 3242138 SH DFND 1 3242138 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 236022392 1060203 SH DFND 1 1060203 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 269987336 3160704 SH DFND 1 3160704 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 223100072 1467474 SH DFND 1 1467474 0 0 LAMAR ADVERTISING CO CL A 512816109 125028539 867591 SH DFND 1 867591 0 0 LINDE PLC SHS G54950103 190777024 401932 SH DFND 1 401932 0 0 MASTERCARD INCORPORATED CL A 57636Q104 191741707 347692 SH DFND 1 347692 0 0 MEDLINE INC COM CL A 58507V107 460920690 13283017 SH DFND 1 13283017 0 0 META PLATFORMS INC CL A 30303M102 139858215 192860 SH DFND 1 192860 0 0 MOODYS CORP COM 615369105 743522526 1637246 SH DFND 1 1637246 0 0 NVIDIA CORPORATION COM 67066G104 854591337 3741971 SH DFND 1 3741971 0 0 S&P GLOBAL INC COM 78409V104 311774887 790364 SH DFND 1 790364 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 133813136 198227 SH DFND 1 198227 0 0 VISA INC COM CL A 92826C839 1465788279 4079226 SH DFND 1 4079226 0 0 VISTRA CORP COM 92840M102 131572372 951011 SH DFND 1 951011 0 0 VULCAN MATLS CO COM 929160109 246565513 1007912 SH DFND 1 1007912 0 0