ABBVIE INC COM 00287Y109 4779952 26899 SH SOLE 25562 0 1337 ABBVIE INC COM 00287Y109 1347144 7581 SH DFND 1 7581 0 0 ADOBE INC COM 00724F101 902256 2029 SH SOLE 2029 0 0 ADT INC DEL COM 00090Q103 88061 12744 SH SOLE 2374 0 10370 ADT INC DEL COM 00090Q103 406218 58787 SH DFND 1 58787 0 0 ADVANCED DRAIN SYS INC DEL COM 00790R104 165770 1434 SH SOLE 732 0 702 ADVANCED DRAIN SYS INC DEL COM 00790R104 459510 3975 SH DFND 1 3975 0 0 ADVANCED MICRO DEVICES INC COM 007903107 705293 5839 SH SOLE 5839 0 0 ALPHABET INC CAP STK CL A 02079K305 4435867 23433 SH SOLE 22618 0 815 ALPHABET INC CAP STK CL A 02079K305 884031 4670 SH DFND 1 4670 0 0 ALPHABET INC CAP STK CL C 02079K107 6703678 35201 SH SOLE 35201 0 0 AMAZON COM INC COM 023135106 11844208 53987 SH SOLE 53987 0 0 AMERICAN EXPRESS CO COM 025816109 2677936 9023 SH SOLE 7825 0 1198 AMERICAN EXPRESS CO COM 025816109 2018172 6800 SH DFND 1 6800 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 98976 2645 SH SOLE 928 0 1717 AMERICAN HOMES 4 RENT CL A 02665T306 364246 9734 SH DFND 1 9734 0 0 AMERICAN TOWER CORP NEW COM 03027X100 934291 5094 SH SOLE 5094 0 0 APPLE INC COM 037833100 18262630 72928 SH SOLE 71592 0 1336 APPLE INC COM 037833100 1897432 7577 SH DFND 1 7577 0 0 APPLIED MATLS INC COM 038222105 3451009 21220 SH SOLE 19962 0 1258 APPLIED MATLS INC COM 038222105 1158901 7126 SH DFND 1 7126 0 0 APPLOVIN CORP COM CL A 03831W108 1560861 4820 SH SOLE 4820 0 0 ARCH CAP GROUP LTD ORD G0450A105 163459 1770 SH SOLE 329 0 1441 ARCH CAP GROUP LTD ORD G0450A105 754869 8174 SH DFND 1 8174 0 0 AT&T INC COM 00206R102 825731 36264 SH SOLE 32340 0 3924 AT&T INC COM 00206R102 507156 22273 SH DFND 1 22273 0 0 BANK AMERICA CORP COM 060505104 1842648 41926 SH SOLE 34083 0 7843 BANK AMERICA CORP COM 060505104 1955379 44491 SH DFND 1 44491 0 0 BLACKROCK INC COM 09290D101 691949 675 SH SOLE 675 0 0 BOOKING HOLDINGS INC COM 09857L108 526653 106 SH SOLE 106 0 0 BP PLC SPONSORED ADR 055622104 492943 16676 SH SOLE 16676 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2776134 49083 SH SOLE 41935 0 7148 BRISTOL-MYERS SQUIBB CO COM 110122108 2292377 40530 SH DFND 1 40530 0 0 BROADCOM INC COM 11135F101 9505440 41000 SH SOLE 40266 0 734 BROADCOM INC COM 11135F101 973728 4200 SH DFND 1 4200 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 238264 1667 SH SOLE 708 0 959 BUILDERS FIRSTSOURCE INC COM 12008R107 776539 5433 SH DFND 1 5433 0 0 CATERPILLAR INC COM 149123101 4157592 11461 SH SOLE 10383 0 1078 CATERPILLAR INC COM 149123101 2217189 6112 SH DFND 1 6112 0 0 CBRE GROUP INC CL A 12504L109 1636661 12466 SH SOLE 12466 0 0 CENCORA INC COM 03073E105 1690043 7522 SH SOLE 7522 0 0 CENTENE CORP DEL COM 15135B101 138607 2288 SH SOLE 426 0 1862 CENTENE CORP DEL COM 15135B101 639422 10555 SH DFND 1 10555 0 0 CHEVRON CORP NEW COM 166764100 580519 4008 SH SOLE 3397 0 611 CHEVRON CORP NEW COM 166764100 502305 3468 SH DFND 1 3468 0 0 CHUBB LIMITED COM H1467J104 1116528 4041 SH SOLE 3266 0 775 CHUBB LIMITED COM H1467J104 1215444 4399 SH DFND 1 4399 0 0 THE CIGNA GROUP COM 125523100 1475692 5344 SH SOLE 4189 0 1155 THE CIGNA GROUP COM 125523100 1799881 6518 SH DFND 1 6518 0 0 CISCO SYS INC COM 17275R102 2719056 45930 SH SOLE 45930 0 0 CITIGROUP INC COM NEW 172967424 707278 10048 SH SOLE 7630 0 2418 CITIGROUP INC COM NEW 172967424 964977 13709 SH DFND 1 13709 0 0 COCA COLA CO COM 191216100 3715241 59673 SH SOLE 54530 0 5143 COCA COLA CO COM 191216100 1815937 29167 SH DFND 1 29167 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 152801 1987 SH SOLE 370 0 1617 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 704096 9156 SH DFND 1 9156 0 0 COMCAST CORP NEW CL A 20030N101 2170548 57835 SH SOLE 51801 0 6034 COMCAST CORP NEW CL A 20030N101 1285515 34253 SH DFND 1 34253 0 0 CONOCOPHILLIPS COM 20825C104 1014608 10231 SH SOLE 9462 0 769 CONOCOPHILLIPS COM 20825C104 432778 4364 SH DFND 1 4364 0 0 COSTCO WHSL CORP NEW COM 22160K105 2511496 2741 SH SOLE 2741 0 0 CRH PLC ORD G25508105 299117 3233 SH SOLE 1231 0 2002 CRH PLC ORD G25508105 1050195 11351 SH DFND 1 11351 0 0 CSX CORP COM 126408103 966777 29959 SH SOLE 24915 0 5044 CSX CORP COM 126408103 922922 28600 SH DFND 1 28600 0 0 CVS HEALTH CORP COM 126650100 876836 19533 SH SOLE 17025 0 2508 CVS HEALTH CORP COM 126650100 638291 14219 SH DFND 1 14219 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 1855777 30674 SH SOLE 28383 0 2291 DELTA AIR LINES INC DEL COM NEW 247361702 786258 12996 SH DFND 1 12996 0 0 DIGITAL RLTY TR INC COM 253868103 1165413 6572 SH SOLE 6572 0 0 DISNEY WALT CO COM 254687106 171591 1541 SH SOLE 286 0 1255 DISNEY WALT CO COM 254687106 793257 7124 SH DFND 1 7124 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 457680 4248 SH SOLE 4248 0 0 EATON CORP PLC SHS G29183103 422802 1274 SH SOLE 1274 0 0 EBAY INC. 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COM 278642103 410790 6631 SH DFND 1 6631 0 0 EMCOR GROUP INC COM 29084Q100 112567 248 SH SOLE 103 0 145 EMCOR GROUP INC COM 29084Q100 371744 819 SH DFND 1 819 0 0 EMERSON ELEC CO COM 291011104 548762 4428 SH SOLE 3888 0 540 EMERSON ELEC CO COM 291011104 378234 3052 SH DFND 1 3052 0 0 EOG RES INC COM 26875P101 699196 5704 SH SOLE 5704 0 0 EXXON MOBIL CORP COM 30231G102 2237026 20796 SH SOLE 16468 0 4328 EXXON MOBIL CORP COM 30231G102 2640736 24549 SH DFND 1 24549 0 0 FISERV INC COM 337738108 577846 2813 SH SOLE 2813 0 0 FOX CORP CL A COM 35137L105 87590 1803 SH SOLE 336 0 1467 FOX CORP CL A COM 35137L105 404234 8321 SH DFND 1 8321 0 0 FRANKLIN RESOURCES INC COM 354613101 447374 22049 SH SOLE 22049 0 0 FREEPORT-MCMORAN INC CL B 35671D857 101750 2672 SH SOLE 497 0 2175 FREEPORT-MCMORAN INC CL B 35671D857 469374 12326 SH DFND 1 12326 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 888516 11365 SH SOLE 11365 0 0 GEN DIGITAL INC COM 668771108 89533 3270 SH SOLE 607 0 2663 GEN DIGITAL INC COM 668771108 413082 15087 SH DFND 1 15087 0 0 GILEAD SCIENCES INC COM 375558103 2295764 24854 SH SOLE 20739 0 4115 GILEAD SCIENCES INC COM 375558103 2154715 23327 SH DFND 1 23327 0 0 GODADDY INC CL A 380237107 928626 4705 SH SOLE 4705 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 390527 682 SH SOLE 127 0 555 GOLDMAN SACHS GROUP INC COM 38141G104 1769396 3090 SH DFND 1 3090 0 0 HALEON PLC SPON ADS 405552100 108479 11371 SH SOLE 11371 0 0 HOME DEPOT INC COM 437076102 6241345 16045 SH SOLE 15696 0 349 HOME DEPOT INC COM 437076102 767088 1972 SH DFND 1 1972 0 0 HONEYWELL INTL INC COM 438516106 1137808 5037 SH SOLE 5037 0 0 HOST HOTELS & RESORTS INC COM 44107P104 173238 9888 SH SOLE 1837 0 8051 HOST HOTELS & RESORTS INC COM 44107P104 810405 46256 SH DFND 1 46256 0 0 HOWARD HUGHES HOLDINGS INC COM 44267T102 261297 3397 SH SOLE 631 0 2766 HOWARD HUGHES HOLDINGS INC COM 44267T102 1206183 15681 SH DFND 1 15681 0 0 HOWMET AEROSPACE INC COM 443201108 1149807 10513 SH SOLE 9292 0 1221 HOWMET AEROSPACE INC COM 443201108 756950 6921 SH DFND 1 6921 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1143116 5200 SH SOLE 4469 0 731 INTERNATIONAL BUSINESS MACHS COM 459200101 908338 4132 SH DFND 1 4132 0 0 INGREDION INC COM 457187102 96842 704 SH SOLE 298 0 406 INGREDION INC COM 457187102 316388 2300 SH DFND 1 2300 0 0 INTERNATIONAL PAPER CO COM 460146103 414683 7705 SH SOLE 7705 0 0 JABIL INC COM 466313103 1375396 9558 SH SOLE 8974 0 584 JABIL INC COM 466313103 475302 3303 SH DFND 1 3303 0 0 JPMORGAN CHASE & CO. COM 46625H100 3387821 14133 SH SOLE 11345 0 2788 JPMORGAN CHASE & CO. COM 46625H100 3789336 15808 SH DFND 1 15808 0 0 KIMBERLY-CLARK CORP COM 494368103 317903 2426 SH SOLE 2426 0 0 LENNAR CORP CL A 526057104 83731 614 SH SOLE 114 0 500 LENNAR CORP CL A 526057104 386473 2834 SH DFND 1 2834 0 0 ELI LILLY & CO COM 532457108 1899892 2461 SH SOLE 2461 0 0 LKQ CORP COM 501889208 89744 2442 SH SOLE 454 0 1988 LKQ CORP COM 501889208 414466 11278 SH DFND 1 11278 0 0 LOCKHEED MARTIN CORP COM 539830109 339672 699 SH SOLE 699 0 0 MCKESSON CORP COM 58155Q103 368732 647 SH SOLE 647 0 0 MERCK & CO INC COM 58933Y105 1164214 11703 SH SOLE 11703 0 0 META PLATFORMS INC CL A 30303M102 9924395 16950 SH SOLE 16443 0 507 META PLATFORMS INC CL A 30303M102 1680999 2871 SH DFND 1 2871 0 0 METLIFE INC COM 59156R108 1333907 16291 SH SOLE 16291 0 0 MGM RESORTS INTERNATIONAL COM 552953101 165419 4774 SH SOLE 887 0 3887 MGM RESORTS INTERNATIONAL COM 552953101 765384 22089 SH DFND 1 22089 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 89466 1560 SH SOLE 289 0 1271 MICROCHIP TECHNOLOGY INC. COM 595017104 411658 7178 SH DFND 1 7178 0 0 MICROSOFT CORP COM 594918104 16197402 38428 SH SOLE 38428 0 0 MONDELEZ INTL INC CL A 609207105 548620 9185 SH SOLE 7239 0 1946 MONDELEZ INTL INC CL A 609207105 659957 11049 SH DFND 1 11049 0 0 MORGAN STANLEY COM NEW 617446448 505269 4019 SH SOLE 4019 0 0 NETFLIX INC COM 64110L106 2642764 2965 SH SOLE 2965 0 0 NEXTERA ENERGY INC COM 65339F101 1554454 21683 SH SOLE 18967 0 2716 NEXTERA ENERGY INC COM 65339F101 1103668 15395 SH DFND 1 15395 0 0 NRG ENERGY INC COM NEW 629377508 1316039 14587 SH SOLE 11474 0 3113 NRG ENERGY INC COM NEW 629377508 1591842 17644 SH DFND 1 17644 0 0 NVENT ELECTRIC PLC SHS G6700G107 171559 2517 SH SOLE 1614 0 903 NVENT ELECTRIC PLC SHS G6700G107 347275 5095 SH DFND 1 5095 0 0 NVIDIA CORPORATION COM 67066G104 14382996 107104 SH SOLE 107104 0 0 NXP SEMICONDUCTORS N V COM N6596X109 618354 2975 SH SOLE 2975 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 1293978 34187 SH SOLE 34187 0 0 ONEOK INC NEW COM 682680103 686134 6834 SH SOLE 6834 0 0 ORACLE CORP COM 68389X105 5012864 30082 SH SOLE 30082 0 0 PARKER-HANNIFIN CORP COM 701094104 358721 564 SH SOLE 104 0 460 PARKER-HANNIFIN CORP COM 701094104 1667035 2621 SH DFND 1 2621 0 0 PAYCHEX INC COM 704326107 249872 1782 SH SOLE 1782 0 0 PAYPAL HLDGS INC COM 70450Y103 164469 1927 SH SOLE 357 0 1570 PAYPAL HLDGS INC COM 70450Y103 759103 8894 SH DFND 1 8894 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 110611 7692 SH SOLE 2945 0 4747 PERMIAN RESOURCES CORP CLASS A COM 71424F105 387167 26924 SH DFND 1 26924 0 0 PFIZER INC COM 717081103 79802 3008 SH SOLE 558 0 2450 PFIZER INC COM 717081103 368157 13877 SH DFND 1 13877 0 0 PHILIP MORRIS INTL INC COM 718172109 1344430 11171 SH SOLE 9876 0 1295 PHILIP MORRIS INTL INC COM 718172109 881443 7324 SH DFND 1 7324 0 0 PNC FINL SVCS GROUP INC COM 693475105 615963 3194 SH SOLE 3194 0 0 PROGRESSIVE CORP COM 743315103 4862406 20293 SH SOLE 18751 0 1542 PROGRESSIVE CORP COM 743315103 2093712 8738 SH DFND 1 8738 0 0 PULTE GROUP INC COM 745867101 2605977 23930 SH SOLE 23930 0 0 QUALCOMM INC COM 747525103 1506090 9804 SH SOLE 9393 0 411 QUALCOMM INC COM 747525103 357781 2329 SH DFND 1 2329 0 0 RIO TINTO PLC SPONSORED ADR 767204100 231653 3939 SH SOLE 3939 0 0 RTX CORPORATION COM 75513E101 207254 1791 SH SOLE 332 0 1459 RTX CORPORATION COM 75513E101 953533 8240 SH DFND 1 8240 0 0 SALESFORCE INC COM 79466L302 3218261 9626 SH SOLE 9502 0 124 SALESFORCE INC COM 79466L302 235034 703 SH DFND 1 703 0 0 SCHLUMBERGER LTD COM STK 806857108 52104 1359 SH SOLE 252 0 1107 SCHLUMBERGER LTD COM STK 806857108 240277 6267 SH DFND 1 6267 0 0 SOUTHERN CO COM 842587107 82814 1006 SH SOLE 186 0 820 SOUTHERN CO COM 842587107 382623 4648 SH DFND 1 4648 0 0 STEEL DYNAMICS INC COM 858119100 602860 5285 SH SOLE 5285 0 0 SYNCHRONY FINANCIAL COM 87165B103 1801345 27713 SH SOLE 24998 0 2715 SYNCHRONY FINANCIAL COM 87165B103 1005745 15473 SH DFND 1 15473 0 0 SYSCO CORP COM 871829107 1893073 24759 SH SOLE 24759 0 0 TARGET CORP COM 87612E106 401620 2971 SH SOLE 2512 0 459 TARGET CORP COM 87612E106 351468 2600 SH DFND 1 2600 0 0 TESLA INC COM 88160R101 2414963 5980 SH SOLE 5980 0 0 KROGER CO COM 501044101 426644 6977 SH SOLE 1296 0 5681 KROGER CO COM 501044101 1970253 32220 SH DFND 1 32220 0 0 TJX COS INC NEW COM 872540109 2087114 17276 SH SOLE 17276 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 329822 6195 SH SOLE 6195 0 0 TRAVEL PLUS LEISURE CO COM 894164102 291551 5779 SH SOLE 5779 0 0 TRUIST FINL CORP COM 89832Q109 505030 11642 SH SOLE 11642 0 0 UBER TECHNOLOGIES INC COM 90353T100 657367 10898 SH SOLE 10898 0 0 UGI CORP NEW COM 902681105 236878 8391 SH SOLE 3343 0 5048 UGI CORP NEW COM 902681105 813447 28815 SH DFND 1 28815 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2663859 5266 SH SOLE 4924 0 342 UNITEDHEALTH GROUP INC COM 91324P102 978839 1935 SH DFND 1 1935 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1333508 10575 SH SOLE 10575 0 0 US BANCORP DEL COM NEW 902973304 284493 5948 SH SOLE 5948 0 0 US FOODS HLDG CORP COM 912008109 364891 5409 SH SOLE 1598 0 3811 US FOODS HLDG CORP COM 912008109 1457811 21610 SH DFND 1 21610 0 0 VALERO ENERGY CORP COM 91913Y100 261975 2137 SH SOLE 1714 0 423 VALERO ENERGY CORP COM 91913Y100 293113 2391 SH DFND 1 2391 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 401740 10046 SH SOLE 7972 0 2074 VERIZON COMMUNICATIONS INC COM 92343V104 470602 11768 SH DFND 1 11768 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 759483 6685 SH SOLE 6685 0 0 VICI PPTYS INC COM 925652109 379643 12997 SH SOLE 2415 0 10582 VICI PPTYS INC COM 925652109 1753593 60034 SH DFND 1 60034 0 0 VISA INC COM CL A 92826C839 6144134 19441 SH SOLE 19441 0 0 VISTRA CORP COM 92840M102 283047 2053 SH SOLE 2053 0 0 WEC ENERGY GROUP INC COM 92939U106 142658 1517 SH SOLE 281 0 1236 WEC ENERGY GROUP INC COM 92939U106 657716 6994 SH DFND 1 6994 0 0 WELLS FARGO CO NEW COM 949746101 167663 2387 SH SOLE 444 0 1943 WELLS FARGO CO NEW COM 949746101 773342 11010 SH DFND 1 11010 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 230140 2820 SH SOLE 524 0 2296 ZOOM COMMUNICATIONS INC CL A 98980L101 1062481 13019 SH DFND 1 13019 0 0