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CO COM 194162103 33169174 388762 SH DFND 388762 0 0 COMFORT SYS USA INC COM 199908104 35437224 21424 SH DFND 21424 0 0 COMCAST CORP NEW CL A 20030N101 33211265 1526253 SH DFND 1526253 0 0 COMMUNITY HEALTHCARE TR INC COM 20369C106 513004 36178 SH DFND 36178 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 817922 25900 SH DFND 25900 0 0 CONAGRA BRANDS INC COM 205887102 213360 15875 SH DFND 15875 0 0 CONOCOPHILLIPS COM 20825C104 71945731 574876 SH DFND 574876 0 0 CONSOLIDATED EDISON INC COM 209115104 20721851 202738 SH DFND 202738 0 0 CONSTELLATION BRANDS INC CL A 21036P108 8827838 78081 SH DFND 78081 0 0 CONSTELLATION ENERGY CORP COM 21037T109 34575424 136113 SH DFND 136113 0 0 CONSTRUCTION PARTNERS INC COM CL A 21044C107 6318337 70076 SH DFND 70076 0 0 COOPER COS INC COM 216648501 5037501 89112 SH DFND 89112 0 0 COPART INC COM 217204106 12136626 444891 SH DFND 444891 0 0 COREBRIDGE FINL INC COM 21871X109 5287409 159644 SH DFND 159644 0 0 COREWEAVE INC COM CL A 21873S108 10227017 117390 SH DFND 117390 0 0 CORNING INC COM 219350105 53040281 344955 SH DFND 344955 0 0 CORPAY INC COM SHS 219948106 10904116 28060 SH DFND 28060 0 0 COPT DEFENSE PROPERTIES SHS BEN INT 22002T108 6669479 199685 SH DFND 199685 0 0 CORTEVA INC COM 22052L104 29165806 375606 SH DFND 375606 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 199538335 219191 SH DFND 219191 0 0 COSTAR GROUP INC COM 22160N109 531670 19404 SH DFND 19404 0 0 COUSINS PPTYS INC COM NEW 222795502 6331965 229087 SH DFND 229087 0 0 CRANE COMPANY COMMON STOCK 224408104 416405 2041 SH DFND 2041 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 138246096 522176 SH DFND 522176 0 0 CROWN CASTLE INC COM 22822V101 12491343 187417 SH DFND 187417 0 0 CTO RLTY GROWTH INC NEW COM 22948Q101 1033946 50461 SH DFND 50461 0 0 CUBESMART COM 229663109 12375319 329306 SH DFND 329306 0 0 CUMMINS INC COM 231021106 31323255 60637 SH DFND 60637 0 0 CURBLINE PPTYS CORP COM 23128Q101 5750068 206614 SH DFND 206614 0 0 CURTISS WRIGHT CORP COM 231561101 8725048 16044 SH DFND 16044 0 0 D R HORTON INC COM 23331A109 15782938 115499 SH DFND 115499 0 0 DTE ENERGY CO COM 233331107 13822108 113482 SH DFND 113482 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 3223504 26913 SH DFND 26913 0 0 DANAHER CORP DEL COM 235851102 67132309 303012 SH DFND 303012 0 0 DARDEN RESTAURANTS INC COM 237194105 9510992 49216 SH DFND 49216 0 0 DATADOG INC CL A COM 23804L103 37670258 137558 SH DFND 137558 0 0 DAVITA INC COM 23918K108 292991 1675 SH DFND 1675 0 0 DECKERS OUTDOOR CORP COM 243537107 6503983 83235 SH DFND 83235 0 0 DEERE & CO COM 244199105 81928428 121999 SH DFND 121999 0 0 DELL TECHNOLOGIES INC CL C 24703L202 73569504 136759 SH DFND 136759 0 0 DELTA AIR LINES INC COM NEW 247361702 7424935 88964 SH DFND 88964 0 0 DEVON ENERGY CORP NEW COM 25179M103 21917572 476055 SH DFND 476055 0 0 DEXCOM INC COM 252131107 21926462 254102 SH DFND 254102 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 379636 4435 SH DFND 4435 0 0 DIAMONDROCK HOSPITALITY CO COM 252784301 3485557 282003 SH DFND 282003 0 0 DIAMONDBACK ENERGY INC COM 25278X109 16559075 90088 SH DFND 90088 0 0 DICKS SPORTING GOODS INC COM 253393102 3125465 23274 SH DFND 23274 0 0 DIGITAL RLTY TR INC COM 253868103 124893983 711525 SH DFND 711525 0 0 DILLARDS INC CL A 254067101 1511497 2256 SH DFND 2256 0 0 DISNEY WALT CO COM 254687106 90880744 866356 SH DFND 866356 0 0 DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 2338225 297863 SH DFND 297863 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 177779 3025 SH DFND 3025 0 0 DOLLAR GEN CORP COM 256677105 11207994 93728 SH DFND 93728 0 0 DOLLAR TREE INC COM 256746108 8950228 78497 SH DFND 78497 0 0 DOMINION ENERGY INC COM 25746U109 24227003 400314 SH DFND 400314 0 0 DOMINOS PIZZA INC COM 25754A201 491360 1640 SH DFND 1640 0 0 DOORDASH INC CL A 25809K105 33220898 180991 SH DFND 180991 0 0 DOUGLAS EMMETT INC COM 25960P109 2195487 229174 SH DFND 229174 0 0 DOVER CORP COM 260003108 10769591 57576 SH DFND 57576 0 0 DOW HLDGS INC COM 260557103 8514845 309181 SH DFND 309181 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 44543137 390695 SH DFND 390695 0 0 DUPONT DE NEMOURS INC COMMON STOCK 26614N201 13464787 103663 SH DFND 103663 0 0 DYCOM INDS INC COM 267475101 2971181 11042 SH DFND 11042 0 0 EOG RES INC COM 26875P101 31659452 229816 SH DFND 229816 0 0 EQT CORP COM 26884L109 12637060 260236 SH DFND 260236 0 0 EPR PPTYS COM SH BEN INT 26884U109 5996985 106841 SH DFND 106841 0 0 EASTERLY GOVT PPTYS INC COM SHS 27616P301 1458607 62871 SH DFND 62871 0 0 EASTGROUP PPTYS INC COM 277276101 19007524 96265 SH DFND 96265 0 0 EBAY INC. COM 278642103 33961240 320238 SH DFND 320238 0 0 ECHOSTAR CORP CL A 278768106 5665643 63367 SH DFND 63367 0 0 ECOLAB INC COM 278865100 31255441 113830 SH DFND 113830 0 0 EDISON INTL COM 281020107 13871420 258169 SH DFND 258169 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 23114770 267780 SH DFND 267780 0 0 ELEMENT SOLUTIONS INC COM 28618M106 1171451 32330 SH DFND 32330 0 0 EMCOR GROUP INC COM 29084Q100 15003788 19886 SH DFND 19886 0 0 EMERSON ELEC CO COM 291011104 46696422 301073 SH DFND 301073 0 0 EMPIRE ST RLTY TR INC CL A 292104106 824328 204548 SH DFND 204548 0 0 ENCOMPASS HEALTH CORP COM 29261A100 1140913 9391 SH DFND 9391 0 0 ENTEGRIS INC COM 29362U104 8852134 57459 SH DFND 57459 0 0 ENTERGY CORP NEW COM 29364G103 19993545 201426 SH DFND 201426 0 0 EQUIFAX INC COM 294429105 12415691 90467 SH DFND 90467 0 0 EQUINIX INC COM 29444U700 194309344 192085 SH DFND 192085 0 0 EQUITABLE HLDGS INC COM 29452E101 2192818 42770 SH DFND 42770 0 0 EQUITY LIFESTYLE PROPERTIES COM 29472R108 19085576 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INC COM 303075105 567975 2104 SH DFND 2104 0 0 FAIR ISAAC CORP COM 303250104 9760943 16475 SH DFND 16475 0 0 ONEOK INC NEW COM 30609A109 24086558 282474 SH DFND 282474 0 0 FARMLAND PARTNERS INC COM 31154R109 622695 54863 SH DFND 54863 0 0 FASTENAL CO COM 311900104 27758246 560433 SH DFND 560433 0 0 FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 14589803 134729 SH DFND 134729 0 0 FEDEX CORP COM 31428X106 33933407 119027 SH DFND 119027 0 0 FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 5007088 45777 SH DFND 45777 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 18681157 83915 SH DFND 83915 0 0 FERMI INC COM 314911108 1666124 395754 SH DFND 395754 0 0 F5 INC COM 315616102 15188206 34117 SH DFND 34117 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 7493863 227777 SH DFND 227777 0 0 FIDELITY NATL FINL INC COM SHS 31620R303 3666184 94856 SH DFND 94856 0 0 FIFTH THIRD BANCORP COM 316773100 19515939 385843 SH DFND 385843 0 0 FIRST CTZNS BANCSHARES INC D CL A 31946M103 7387877 3586 SH DFND 3586 0 0 FIRST INDL RLTY TR INC COM 32054K103 13811851 231976 SH DFND 231976 0 0 FIRST SOLAR INC COM 336433107 9496475 54216 SH DFND 54216 0 0 FIRSTCASH HOLDINGS INC COM 33768G107 213342 1010 SH DFND 1010 0 0 FISERV INC COM 337738108 10824270 239581 SH DFND 239581 0 0 FIRSTENERGY CORP COM 337932107 16148874 372695 SH DFND 372695 0 0 FIVE BELOW INC COM 33829M101 93317 425 SH DFND 425 0 0 FLOTEK INDUSTRIES INC COM NEW 343389409 4985280 170030 SH DFND 170030 0 0 FLOWSERVE CORP COM 34354P105 251752 3443 SH DFND 3443 0 0 FORD MTR CO COM 345370860 25595698 2122363 SH DFND 2122363 0 0 FORTINET INC COM 34959E109 71527596 400132 SH DFND 400132 0 0 FORTIVE CORP COM 34959J108 9775309 178349 SH DFND 178349 0 0 FOUR CORNERS PPTY TR INC COM 35086T109 5898287 271061 SH DFND 271061 0 0 FOX CORP CL A COM 35137L105 11195054 178692 SH DFND 178692 0 0 FOX CORP CL B COM 35137L204 3327049 59095 SH DFND 59095 0 0 FRANKLIN TEMPLETON INC COM 354613101 455494 14181 SH DFND 14181 0 0 FREEPORT MCMORAN INC CL B 35671D857 45219370 645991 SH DFND 645991 0 0 FRONTVIEW REIT INC COM 35922N100 467346 28052 SH DFND 28052 0 0 FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 898883 108692 SH DFND 108692 0 0 FUTU HLDGS LTD SPON ADS CL A 36118L106 2508158 22688 SH DFND 22688 0 0 GCT SEMICONDUCTOR HLDG INC COMMON STOCK 36170N107 264173 124610 SH DFND 124610 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 12823241 196164 SH DFND 196164 0 0 GALLAGHER ARTHUR J & CO COM 363576109 28155161 123428 SH DFND 123428 0 0 GAMING & LEISURE P COM 36467J108 18539498 488267 SH DFND 488267 0 0 GARTNER INC COM 366651107 2759486 14793 SH DFND 14793 0 0 GE VERNOVA INC COM 36828A101 122550478 128934 SH DFND 128934 0 0 GENERAC HLDGS INC COM 368736104 5925195 28612 SH DFND 28612 0 0 GENERAL DYNAMICS CORP COM 369550108 32398222 97635 SH DFND 97635 0 0 GE AEROSPACE COM NEW 369604301 169991626 544339 SH DFND 544339 0 0 GENERAL MILLS INC COM 370334104 10959517 340781 SH DFND 340781 0 0 GENERAL MTRS CO COM 37045V100 32673102 424326 SH DFND 424326 0 0 GENTEX CORP COM 371901109 4019704 184899 SH DFND 184899 0 0 GENUINE PARTS CO COM 372460105 8366865 66541 SH DFND 66541 0 0 GETTY RLTY CORP NEW COM 374297109 3002562 106323 SH DFND 106323 0 0 GILEAD SCIENCES INC COM 375558103 110812266 743457 SH DFND 743457 0 0 GLADSTONE COMMERCIAL CORP COM 376536108 857604 67929 SH DFND 67929 0 0 GLADSTONE LD CORP COM 376549101 507718 53670 SH DFND 53670 0 0 GLOBAL NET LEASE INC COM NEW 379378201 2417942 292729 SH DFND 292729 0 0 GLOBAL PMTS INC COM 37940X102 8701367 106543 SH DFND 106543 0 0 CHIRON REAL ESTATE INC COM NEW 37954A303 657868 18926 SH DFND 18926 0 0 GLOBE LIFE INC COM 37959E102 562879 3398 SH DFND 3398 0 0 GODADDY INC CL A 380237107 610118 6388 SH DFND 6388 0 0 GOGO INC COM 38046C109 177874 82732 SH DFND 82732 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 213291683 236896 SH DFND 236896 0 0 WW GRAINGER INC COM 384802104 23485068 18852 SH DFND 18852 0 0 GRANITE CONSTR INC COM 387328107 5591962 48244 SH DFND 48244 0 0 AMERICAN HEALTHCARE REIT INC COM SHS 398182303 17160259 334769 SH DFND 334769 0 0 GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 186543 81817 SH DFND 81817 0 0 GUARDANT HEALTH INC COM 40131M109 800836 4490 SH DFND 4490 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 44057 309 SH DFND 309 0 0 HF SINCLAIR CORP COM 403949100 968992 9029 SH DFND 9029 0 0 HCA HEALTHCARE INC COM 40412C101 28478494 66735 SH DFND 66735 0 0 HP INC COM 40434L105 15712319 502312 SH DFND 502312 0 0 HALLIBURTON CO COM 406216101 11340039 356605 SH DFND 356605 0 0 HARTFORD INSURANCE GROUP INC COM 416515104 16234358 132677 SH DFND 132677 0 0 HASBRO INC COM 418056107 885743 10102 SH DFND 10102 0 0 NATIONAL HEALTHCARE PPTYS IN COM CLASS A 42226B501 978777 61021 SH DFND 61021 0 0 HEALTHCARE RLTY TR CL A COM 42226K105 10521647 593103 SH DFND 593103 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 21505314 1076881 SH DFND 1076881 0 0 HEICO CORP NEW COM 422806109 17596567 58040 SH DFND 58040 0 0 HEICO CORP NEW CL A 422806208 6457629 28282 SH DFND 28282 0 0 HENRY JACK & ASSOC INC COM 426281101 583417 4073 SH DFND 4073 0 0 HERSHEY CO COM 427866108 13666048 86708 SH DFND 86708 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 41778565 653914 SH DFND 653914 0 0 HIGHWOODS PPTYS INC COM 431284108 4448244 153282 SH DFND 153282 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 31179577 98012 SH DFND 98012 0 0 HOME DEPOT INC COM 437076102 151074147 531035 SH DFND 531035 0 0 HONEYWELL AEROSPACE INC COM 43849R105 21461640 138489 SH DFND 138489 0 0 HONEYWELL INTL INC COM 438516205 48635170 230564 SH DFND 230564 0 0 HORMEL FOODS CORP COM 440452100 915126 45894 SH DFND 45894 0 0 HOST HOTELS & RESORTS INC COM 44107P104 25660709 1146079 SH DFND 1146079 0 0 HOWMET AEROSPACE INC COM 443201108 42977140 190013 SH DFND 190013 0 0 H WORLD GROUP LTD SPONSORED ADS 44332N106 1176230 27482 SH DFND 27482 0 0 HUBBELL INC COM 443510607 10688177 23563 SH DFND 23563 0 0 HUBSPOT INC COM 443573100 1753604 8555 SH DFND 8555 0 0 HUDSON PACIFIC PROPERTIES IN COM 444097406 882175 76445 SH DFND 76445 0 0 HUMANA INC COM 444859102 19633303 51454 SH DFND 51454 0 0 HUNT J B TRANS SVCS INC COM 445658107 9323841 41615 SH DFND 41615 0 0 HUNTINGTON BANCSHARES INC COM 446150104 14821672 971276 SH DFND 971276 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 479391 1795 SH DFND 1795 0 0 HURON CONSULTING GROUP INC COM 447462102 7704901 49129 SH DFND 49129 0 0 HYATT HOTELS CORP COM CL A 448579102 2657941 16763 SH DFND 16763 0 0 IES HOLDINGS INC COM 44951W106 4608864 14340 SH DFND 14340 0 0 ITT INC COM 45073V108 2096103 10386 SH DFND 10386 0 0 ICICI BK LTD ADR 45104G104 2933607 106483 SH DFND 106483 0 0 IDEX CORP COM 45167R104 7652833 33568 SH DFND 33568 0 0 IDEXX LABS INC COM 45168D104 29438983 56376 SH DFND 56376 0 0 ILLINOIS TOOL WKS INC COM 452308109 30865110 119967 SH DFND 119967 0 0 ILLUMINA INC COM 452327109 32434090 118511 SH DFND 118511 0 0 INCYTE CORP COM 45337C102 11981128 98732 SH DFND 98732 0 0 INDEPENDENCE RLTY TR INC COM 45378A106 4797835 330202 SH DFND 330202 0 0 INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 631069 88883 SH DFND 88883 0 0 INGERSOLL RAND INC COM 45687V106 15165310 201908 SH DFND 201908 0 0 INGREDION INC COM 457187102 757570 7907 SH DFND 7907 0 0 INSMED INC COM PAR $.01 457669307 9471565 82982 SH DFND 82982 0 0 INNOVATIVE INDL PPTYS INC COM 45781V101 2018223 38311 SH DFND 38311 0 0 INSULET CORP COM 45784P101 402369 3084 SH DFND 3084 0 0 INTEL CORP COM 458140100 260178562 2164007 SH DFND 2164007 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 23092101 270336 SH DFND 270336 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 38467391 253025 SH DFND 253025 0 0 INTERDIGITAL INC COM 45867G101 1056793 3241 SH DFND 3241 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 119174349 541874 SH DFND 541874 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 9199413 110199 SH DFND 110199 0 0 INTERNATIONAL PAPER CO COM 460146103 7012005 211396 SH DFND 211396 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 397256 537 SH DFND 537 0 0 INTUIT COM 461202103 34288123 124363 SH DFND 124363 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 79228602 194842 SH DFND 194842 0 0 INVENTRUST PPTYS CORP COM NEW 46124J201 4854090 160998 SH DFND 160998 0 0 INVESCO DB MULTI-SECTOR COMM OIL FD 46140H403 1246875 52500 SH DFND 52500 0 0 INVITATION HOMES INC COM 46187W107 29781468 1131085 SH DFND 1131085 0 0 IQVIA HLDGS INC COM 46266C105 19767465 73526 SH DFND 73526 0 0 IRON MTN INC DEL COM 46284V101 61705286 556154 SH DFND 556154 0 0 ISHARES GOLD TR ISHARES NEW 464285204 1800205 23050 SH DFND 23050 0 0 ISHARES INC MSCI CDA ETF 464286509 112274723 1923171 SH DFND 1923171 0 0 ISHARES INC MSCI PAC JP ETF 464286665 83045718 1509099 SH DFND 1509099 0 0 ISHARES INC MSCI STH KOR ETF 464286772 383838 2100 SH DFND 2100 0 0 ISHARES TR CORE S&P500 ETF 464287200 2498999950 3263041 SH DFND 3263041 0 0 ISHARES TR IBOXX INV CP ETF 464287242 23433961 229340 SH DFND 229340 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2048544 14400 SH DFND 14400 0 0 ISHARES TR AGENCY BOND ETF 464288166 13592267 127579 SH DFND 127579 0 0 ISHARES TR NATIONAL MUN ETF 464288414 406422 4020 SH DFND 4020 0 0 ISHARES TR MBS ETF 464288588 111872556 1248299 SH DFND 1248299 0 0 ISHARES TR USD INV GRDE ETF 464288620 150836165 3096616 SH DFND 3096616 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 239449 4674 SH DFND 4674 0 0 ISHARES TR TRUST ISHARE 0-1 464288679 14231 129 SH DFND 129 0 0 ISHARES TR MSCI INDONIA ETF 46429B309 202929 17300 SH DFND 17300 0 0 ISHARES TR MSCI PHILIPS ETF 46429B408 507671 22325 SH DFND 22325 0 0 ISHARES TR MSCI INDIA ETF 46429B598 2841365 60869 SH DFND 60869 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 1263014 13861 SH DFND 13861 0 0 ISHARES TR MSCI USA MIN ETF 46429B697 213686 2193 SH DFND 2193 0 0 ISHARES TR MSCI USA MMENTM 46432F396 198972 627 SH DFND 627 0 0 ISHARES INC CORE MSCI EMKT 46434G103 576254748 7100231 SH DFND 7100231 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 688690 6100 SH DFND 6100 0 0 ISHARES TR GLOBAL REIT ETF 46434V647 5388020 209000 SH DFND 209000 0 0 ISHARES TR CORE MSCI EURO 46434V738 248369 3370 SH DFND 3370 0 0 ISHARES TR BROAD USD HIGH 46435U853 2916288 81643 SH DFND 81643 0 0 ISHARES GOLD TRUST MICRO SHS REPSTG UN TR 46436F103 164704518 3976449 SH DFND 3976449 0 0 JBG SMITH PPTYS COM 46590V100 843611 84025 SH DFND 84025 0 0 JOYY INC ADS REPSTG COM A 46591M109 2382623 29690 SH DFND 29690 0 0 JPMORGAN CHASE & CO COM 46625H100 448176063 1354702 SH DFND 1354702 0 0 JABIL INC COM 466313103 19188434 66639 SH DFND 66639 0 0 JACOBS SOLUTIONS INC COM 46982L108 7072727 52286 SH DFND 52286 0 0 JANUS LIVING INC CL A-1 471024109 3861559 130326 SH DFND 130326 0 0 JOHNSON & JOHNSON COM 478160104 331114289 1250715 SH DFND 1250715 0 0 JONES LANG LASALLE INC COM 48020Q107 17415 57 SH DFND 57 0 0 KLA CORP COM NEW 482480100 129569971 664700 SH DFND 664700 0 0 KE HLDGS INC SPONSORED ADS 482497104 237669 14105 SH DFND 14105 0 0 KKR & CO INC COM 48251W104 27779212 304263 SH DFND 304263 0 0 KANZHUN LIMITED SPONSORED ADS 48553T106 1039064 70207 SH DFND 70207 0 0 KASPI KZ JSC SPONSORED ADS 48581R205 43174 459 SH DFND 459 0 0 KARMAN HLDGS INC COMMON STOCK 485924104 747605 23060 SH DFND 23060 0 0 KENVUE INC COM 49177J102 14524820 822470 SH DFND 822470 0 0 KEURIG DR PEPPER INC COM 49271V100 21540702 709977 SH DFND 709977 0 0 KEYCORP COM 493267108 7542788 375824 SH DFND 375824 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 33384652 91706 SH DFND 91706 0 0 KILROY REALTY CORP COM 49427F108 5649179 169798 SH DFND 169798 0 0 KIMBERLY-CLARK CORP COM 494368103 18070732 185474 SH DFND 185474 0 0 KIMCO REALTY CORP COM 49446R109 29046882 1307829 SH DFND 1307829 0 0 KINDER MORGAN INC DEL COM 49456B101 30572221 1014004 SH DFND 1014004 0 0 KIRBY CORP COM 497266106 3833288 29206 SH DFND 29206 0 0 KITE REALTY GROUP TRUST COM NEW 49803T300 6888809 282444 SH DFND 282444 0 0 KNIFE RIVER CORP COMMON STOCK 498894104 200974 3986 SH DFND 3986 0 0 KODIAK GAS SVCS INC COM 50012A108 2274725 43103 SH DFND 43103 0 0 KRAFT HEINZ CO COM 500754106 11820852 520284 SH DFND 520284 0 0 KROGER CO COM 501044101 17784663 303389 SH DFND 303389 0 0 LPL FINL HLDGS INC COM 50212V100 9326288 30498 SH DFND 30498 0 0 LTC PPTYS INC COM 502175102 5540004 129228 SH DFND 129228 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 20009804 84508 SH DFND 84508 0 0 LABCORP HOLDINGS INC COM SHS 504922105 11447211 37153 SH DFND 37153 0 0 LAM RESEARCH CORP COM NEW 512807306 200128621 609201 SH DFND 609201 0 0 LAMAR ADVERTISING CO CL A 512816109 20771727 144138 SH DFND 144138 0 0 MARZETTI COMPANY COM 513847103 238254 2402 SH DFND 2402 0 0 LAS VEGAS SANDS CORP COM 517834107 4803534 127044 SH DFND 127044 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 463789 3692 SH DFND 3692 0 0 LAUDER ESTEE COS INC CL A 518439104 11419801 123098 SH DFND 123098 0 0 LEAR CORP COM NEW 521865204 692246 5865 SH DFND 5865 0 0 LEGENCE CORP CL A 52476L109 5512332 102687 SH DFND 102687 0 0 LEGEND BIOTECH CORP SPONSORED ADS 52490G102 254234 12782 SH DFND 12782 0 0 LEIDOS HOLDINGS INC COM 525327102 6250732 51307 SH DFND 51307 0 0 LEMONADE INC COM 52567D107 42793 948 SH DFND 948 0 0 HAPPEN INC COM NEW 52603A208 40290 2726 SH DFND 2726 0 0 LENDINGTREE INC COM 52603B107 42581 1743 SH DFND 1743 0 0 LENNAR CORP CL A 526057104 6985409 85616 SH DFND 85616 0 0 LENNOX INTL INC COM 526107107 4723896 13306 SH DFND 13306 0 0 LEVI STRAUSS & CO NEW CL A COM STK 52736R102 108449 5505 SH DFND 5505 0 0 LXP INDUSTRIAL TRUST COM 529043408 5084688 83465 SH DFND 83465 0 0 LIBERTY MEDIA CORP DEL COM SER C 531229755 9424523 101997 SH DFND 101997 0 0 ELI LILLY & CO COM 532457108 454787980 393048 SH DFND 393048 0 0 LINCOLN ELEC HLDGS INC COM 533900106 2650182 9986 SH DFND 9986 0 0 LINEAGE INC COM 53566V106 2721548 79764 SH DFND 79764 0 0 LITTELFUSE INC COM 537008104 2604734 6137 SH DFND 6137 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 11366463 67138 SH DFND 67138 0 0 LOCKHEED MARTIN CORP COM 539830109 50688708 99536 SH DFND 99536 0 0 LOEWS CORP COM 540424108 7880497 75462 SH DFND 75462 0 0 LOWES COS INC COM 548661107 44101334 239304 SH DFND 239304 0 0 LUFAX HOLDING LTD SPONSORED ADR 54975P201 45802 37853 SH DFND 37853 0 0 LULULEMON ATHLETICA INC COM 550021109 520099 5407 SH DFND 5407 0 0 LUMENTUM HLDGS INC COM 55024U109 35974499 37039 SH DFND 37039 0 0 M & T BK CORP COM 55261F104 14080678 64709 SH DFND 64709 0 0 MGM RESORTS INTERNATIONAL COM 552953101 243122 7830 SH DFND 7830 0 0 MSCI INC COM 55354G100 17369092 32245 SH DFND 32245 0 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 750501 2635 SH DFND 2635 0 0 MACERICH CO COM 554382101 9421408 421351 SH DFND 421351 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 619971 1530 SH DFND 1530 0 0 MARATHON PETE CORP COM 56585A102 49320341 124729 SH DFND 124729 0 0 MARKEL GROUP INC COM 570535104 8399567 4905 SH DFND 4905 0 0 MARKETAXESS HLDGS INC COM 57060D108 44750 273 SH DFND 273 0 0 MARSH & MCLENNAN COS INC COM 571748102 37632648 220422 SH DFND 220422 0 0 MARRIOTT INTL INC NEW CL A 571903202 36127180 101575 SH DFND 101575 0 0 MARTIN MARIETTA MATLS INC COM 573284106 12431877 25910 SH DFND 25910 0 0 MARVELL TECHNOLOGY INC COM 573874104 107266618 405990 SH DFND 405990 0 0 MASCO CORP COM 574599106 5793569 85958 SH DFND 85958 0 0 MASTEC INC COM 576323109 10474278 49064 SH DFND 49064 0 0 MASTERCARD INCORPORATED CL A 57636Q104 216281571 392191 SH DFND 392191 0 0 MATERION CORP COM 576690101 2120934 7872 SH DFND 7872 0 0 MAXLINEAR INC COM 57776J100 506188 5605 SH DFND 5605 0 0 MCCORMICK & CO INC COM NON VTG 579780206 5128685 110532 SH DFND 110532 0 0 MCDONALDS CORP COM 580135101 100215027 433944 SH DFND 433944 0 0 MCKESSON CORP COM 58155Q103 48873792 57242 SH DFND 57242 0 0 MEDICAL PROPERTIES TRUST INC COM 58463J304 2418364 698949 SH DFND 698949 0 0 MEDLINE INC COM CL A 58507V107 4782215 137816 SH DFND 137816 0 0 MERCADOLIBRE INC COM 58733R102 38186685 22092 SH DFND 22092 0 0 MERCK & CO INC COM 58933Y105 202357689 1392593 SH DFND 1392593 0 0 METLIFE INC COM 59156R108 40196339 426894 SH DFND 426894 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 30577095 20237 SH DFND 20237 0 0 MICROSOFT CORP COM 594918104 1780202042 3470856 SH DFND 3470856 0 0 STRATEGY INC CL A NEW 594972408 15190049 99223 SH DFND 99223 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 18367330 236175 SH DFND 236175 0 0 MICRON TECHNOLOGY INC COM 595112103 569619763 534799 SH DFND 534799 0 0 MID-AMER APT CMNTYS INC COM 59522J103 28145041 239044 SH DFND 239044 0 0 MILLROSE PPTYS INC COM CL A 601137102 6168057 237507 SH DFND 237507 0 0 MOBIX LABS INC COM CL A NEW 60743G209 127001 149942 SH DFND 149942 0 0 MODERNA INC COM 60770K107 4181272 21713 SH DFND 21713 0 0 MONDELEZ INTL INC CL A 609207105 39789296 688158 SH DFND 688158 0 0 MONGODB INC CL A 60937P106 11721314 33623 SH DFND 33623 0 0 MONOLITHIC PWR SYS INC COM 609839105 29376132 21805 SH DFND 21805 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 33327381 800754 SH DFND 800754 0 0 MOODYS CORP COM 615369105 32747768 72111 SH DFND 72111 0 0 MORGAN STANLEY COM NEW 617446448 110587090 587979 SH DFND 587979 0 0 MOSAIC CO COM 61945C103 301108 13908 SH DFND 13908 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 45184788 101318 SH DFND 101318 0 0 MUELLER WTR PRODS INC COM SER A 624758108 1567151 73783 SH DFND 73783 0 0 NRG ENERGY INC COM NEW 629377508 8174153 85459 SH DFND 85459 0 0 NVR INC COM 62944T105 6739057 1095 SH DFND 1095 0 0 NASDAQ INC COM 631103108 19679927 213889 SH DFND 213889 0 0 NATERA INC COM 632307104 21458642 51919 SH DFND 51919 0 0 NATIONAL HEALTH INVS INC COM 63633D104 5985128 91195 SH DFND 91195 0 0 NNN REIT INC COM 637417106 14170215 344858 SH DFND 344858 0 0 NCINO INC COM 63947X101 39070 2155 SH DFND 2155 0 0 NETAPP INC COM 64110D104 21609459 102863 SH DFND 102863 0 0 NETFLIX INC. COM 64110L106 134132984 1927752 SH DFND 1927752 0 0 NET LEASE OFFICE PROPERTIES COM 64110Y108 197588 20019 SH DFND 20019 0 0 NETSTREIT CORP COM 64119V303 2550676 144269 SH DFND 144269 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 6433011 45354 SH DFND 45354 0 0 NEW YORK TIMES CO MTN BE CL A 650111107 372709 5851 SH DFND 5851 0 0 NEWMARK GROUP INC CL A 65158N102 346051 28226 SH DFND 28226 0 0 NEWMONT CORP COM 651639106 58416250 506470 SH DFND 506470 0 0 NPK INTERNATIONAL INC COM SHS 651718504 6810157 596409 SH DFND 596409 0 0 NEWS CORP NEW CL A 65249B109 4467251 155925 SH DFND 155925 0 0 NEWS CORP NEW CL B 65249B208 202310 6378 SH DFND 6378 0 0 NEXTPOWER INC COM 65290E101 4657019 59759 SH DFND 59759 0 0 NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 379851 2351 SH DFND 2351 0 0 NEXTERA ENERGY INC COM 65339F101 81883423 1081112 SH DFND 1081112 0 0 NEXPOINT DIVERSIFIED REL ET COM NEW 65340G205 294271 56482 SH DFND 56482 0 0 NEXPOINT RESIDENTIAL TR INC COM 65341D102 588148 30146 SH DFND 30146 0 0 NICE LTD SPONSORED ADR 653656108 5455679 49031 SH DFND 49031 0 0 NIKE INC CL B 654106103 21683102 612517 SH DFND 612517 0 0 NISOURCE INC COM 65473P105 11026626 282734 SH DFND 282734 0 0 NORDSON CORP COM 655663102 10372190 31637 SH DFND 31637 0 0 NORFOLK SOUTHN CORP COM 655844108 29811393 96477 SH DFND 96477 0 0 NORTHERN TR CORP COM 665859104 14326501 84592 SH DFND 84592 0 0 NORTHROP GRUMMAN CORP COM 666807102 32955447 68163 SH DFND 68163 0 0 NORTHWEST BANCSHARES INC COM 667340103 632971 42653 SH DFND 42653 0 0 NORTHWEST NAT HLDG CO COM 66765N105 580901 12447 SH DFND 12447 0 0 NWPX INFRASTRUCTURE INC COM 667746101 3646026 35388 SH DFND 35388 0 0 GEN DIGITAL INC COM 668771108 13477803 612071 SH DFND 612071 0 0 NUCOR CORP COM 670346105 24427576 104503 SH DFND 104503 0 0 NUTANIX INC CL A 67059N108 2221858 31556 SH DFND 31556 0 0 NVIDIA CORPORATION COM 67066G104 2493945684 10920158 SH DFND 10920158 0 0 OGE ENERGY CORP COM 670837103 584056 12859 SH DFND 12859 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 32456398 380007 SH DFND 380007 0 0 OSI SYSTEMS INC COM 671044105 11265685 57960 SH DFND 57960 0 0 OCCIDENTAL PETE CORP COM 674599105 16989712 307117 SH DFND 307117 0 0 OKTA INC CL A 679295105 32273410 154337 SH DFND 154337 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 14297992 82248 SH DFND 82248 0 0 OMNICOM GROUP INC COM 681919106 10648960 144628 SH DFND 144628 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 23083868 498464 SH DFND 498464 0 0 ON SEMICONDUCTOR CORP COM 682189105 13545878 176218 SH DFND 176218 0 0 ONE GAS INC COM 68235P108 533563 7424 SH DFND 7424 0 0 ONE LIBERTY PPTYS INC COM 682406103 500287 22761 SH DFND 22761 0 0 ONEMAIN HLDGS INC COM 68268W103 552848 9981 SH DFND 9981 0 0 ORACLE CORP COM 68389X105 106179033 773336 SH DFND 773336 0 0 ORION PROPERTIES INC COM 68629Y103 202509 81329 SH DFND 81329 0 0 OTIS WORLDWIDE CORP COM 68902V107 10775594 167531 SH DFND 167531 0 0 OUTFRONT MEDIA INC COM NEW 69007J304 6890991 248324 SH DFND 248324 0 0 PG&E CORP COM 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500687 6212 SH DFND 6212 0 0 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 235965 2168 SH DFND 2168 0 0 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 1200173 19515 SH DFND 19515 0 0 SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 1144469 21432 SH DFND 21432 0 0 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 176999 1060 SH DFND 1060 0 0 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 5069338 25897 SH DFND 25897 0 0 SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 88776 800 SH DFND 800 0 0 SELECT SECTOR SPDR TR ST STR REAL ETF 81369Y860 843237 20612 SH DFND 20612 0 0 SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 628950 15947 SH DFND 15947 0 0 SELECT WATER SOLUTIONS INC CL A COM 81617J301 5542645 280073 SH DFND 280073 0 0 SEMTECH CORP COM 816850101 665959 3734 SH DFND 3734 0 0 SEMPRA COM 816851109 23423394 300454 SH DFND 300454 0 0 SENTINELONE INC CL A 81730H109 5644734 237573 SH DFND 237573 0 0 SERVICE PPTYS TR COM NEW 81761L201 1071816 166431 SH DFND 166431 0 0 SERVICENOW INC 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SH DFND 2031 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 2504319 28523 SH DFND 28523 0 0 VANECK ETF TRUST VANECK VIETNAM 92189F817 1905095 112395 SH DFND 112395 0 0 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 83880731 3378201 SH DFND 3378201 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 18392629 262190 SH DFND 262190 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 201760 1300 SH DFND 1300 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 5119843 81100 SH DFND 81100 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 18550378 376887 SH DFND 376887 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 6056549 142440 SH DFND 142440 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 19721465 332515 SH DFND 332515 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 545703267 6286904 SH DFND 6286904 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 347724 2697 SH DFND 2697 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 296534 2728 SH DFND 2728 0 0 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