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COM 278642103 818176 7715 SH DFND 1 7715 0 0 EMERSON ELEC CO COM 291011104 473675 3054 SH SOLE 3054 0 0 EVERUS CONSTR GROUP COM 300426103 573850 4883 SH SOLE 4361 0 522 EVERUS CONSTR GROUP COM 300426103 350797 2985 SH DFND 1 2985 0 0 EXPEDIA GROUP INC COM NEW 30212P303 2599100 9869 SH SOLE 9869 0 0 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 3209105 19718 SH SOLE 17316 0 2402 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 2240091 13764 SH DFND 1 13764 0 0 FIFTH THIRD BANCORP COM 316773100 87049 1721 SH SOLE 222 0 1499 FIFTH THIRD BANCORP COM 316773100 434330 8587 SH DFND 1 8587 0 0 FIRST SOLAR INC COM 336433107 53949 308 SH SOLE 41 0 267 FIRST SOLAR INC COM 336433107 267294 1526 SH DFND 1 1526 0 0 FIVE BELOW INC COM 33829M101 568028 2587 SH SOLE 2587 0 0 FRANKLIN TEMPLETON INC COM 354613101 589434 18351 SH SOLE 18351 0 0 FREEPORT MCMORAN INC CL B 35671D857 338170 4831 SH SOLE 618 0 4213 FREEPORT MCMORAN INC CL B 35671D857 1689590 24137 SH DFND 1 24137 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 122699 1877 SH SOLE 243 0 1634 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 611994 9362 SH DFND 1 9362 0 0 GE VERNOVA INC COM 36828A101 1465656 1542 SH SOLE 1542 0 0 GEN DIGITAL INC COM 668771108 58903 2675 SH SOLE 354 0 2321 GEN DIGITAL INC COM 668771108 292822 13298 SH DFND 1 13298 0 0 GENPACT LIMITED SHS G3922B107 75893 2333 SH SOLE 1034 0 1299 GENPACT LIMITED SHS G3922B107 242088 7442 SH DFND 1 7442 0 0 GILEAD SCIENCES INC COM 375558103 5143715 34510 SH SOLE 31463 0 3047 GILEAD SCIENCES INC COM 375558103 2602115 17458 SH DFND 1 17458 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 612245 680 SH SOLE 88 0 592 GOLDMAN SACHS GROUP INC COM 38141G104 3053121 3391 SH DFND 1 3391 0 0 HOME DEPOT INC COM 437076102 487616 1714 SH SOLE 1714 0 0 HOST HOTELS & RESORTS INC COM 44107P104 50646 2262 SH SOLE 290 0 1972 HOST HOTELS & RESORTS INC COM 44107P104 252850 11293 SH DFND 1 11293 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 776573 3531 SH SOLE 3531 0 0 IDEXX LABS INC COM 45168D104 573365 1098 SH SOLE 1098 0 0 IES HOLDINGS INC COM 44951W106 590145 1838 SH SOLE 1838 0 0 INTEL CORP COM 458140100 875275 7280 SH SOLE 5996 0 1284 INTEL CORP COM 458140100 884532 7357 SH DFND 1 7357 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 743324 8702 SH SOLE 7604 0 1098 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 537463 6292 SH DFND 1 6292 0 0 INTERNATIONAL PAPER CO COM 460146103 207412 6253 SH SOLE 6253 0 0 INVESCO LTD SHS G491BT108 202856 6726 SH SOLE 6726 0 0 JPMORGAN CHASE & CO COM 46625H100 4194593 12679 SH SOLE 10662 0 2017 JPMORGAN CHASE & CO COM 46625H100 3824395 11560 SH DFND 1 11560 0 0 KLA CORP COM NEW 482480100 1239755 6360 SH SOLE 6360 0 0 LAM RESEARCH CORP COM NEW 512807306 4706891 14328 SH SOLE 14328 0 0 LEIDOS HOLDINGS INC COM 525327102 105383 865 SH SOLE 229 0 636 LEIDOS HOLDINGS INC COM 525327102 444070 3645 SH DFND 1 3645 0 0 ELI LILLY & CO COM 532457108 2911213 2516 SH SOLE 2516 0 0 LOCKHEED MARTIN CORP COM 539830109 866234 1701 SH SOLE 1701 0 0 MARVELL TECHNOLOGY INC COM 573874104 697514 2640 SH SOLE 2640 0 0 MEDTRONIC PLC SHS G5960L103 96213 1115 SH SOLE 144 0 971 MEDTRONIC PLC SHS G5960L103 480204 5565 SH DFND 1 5565 0 0 MERCK & CO INC COM 58933Y105 2841828 19557 SH SOLE 18250 0 1307 MERCK & CO INC COM 58933Y105 1088517 7491 SH DFND 1 7491 0 0 META PLATFORMS INC CL A 30303M102 9734816 13424 SH SOLE 12878 0 546 META PLATFORMS INC CL A 30303M102 2270539 3131 SH DFND 1 3131 0 0 MGM RESORTS INTERNATIONAL COM 552953101 118238 3808 SH SOLE 488 0 3320 MGM RESORTS INTERNATIONAL COM 552953101 590571 19020 SH DFND 1 19020 0 0 MICRON TECHNOLOGY INC COM 595112103 7545240 7084 SH SOLE 6921 0 163 MICRON TECHNOLOGY INC COM 595112103 1000138 939 SH DFND 1 939 0 0 MICROSOFT CORP COM 594918104 18438242 35949 SH SOLE 34305 0 1644 MICROSOFT CORP COM 594918104 4832544 9422 SH DFND 1 9422 0 0 MORGAN STANLEY COM NEW 617446448 624426 3320 SH SOLE 3320 0 0 MUELLER INDS INC COM 624756102 293474 4842 SH SOLE 1638 0 3204 MUELLER INDS INC COM 624756102 1112436 18354 SH DFND 1 18354 0 0 NETAPP INC COM 64110D104 1114475 5305 SH SOLE 4915 0 390 NETAPP INC COM 64110D104 470789 2241 SH DFND 1 2241 0 0 NETFLIX INC. COM 64110L106 2036746 29272 SH SOLE 29272 0 0 NEXTERA ENERGY INC COM 65339F101 555856 7339 SH SOLE 5049 0 2290 NEXTERA ENERGY INC COM 65339F101 993860 13122 SH DFND 1 13122 0 0 NRG ENERGY INC COM NEW 629377508 1669666 17456 SH SOLE 17456 0 0 NVIDIA CORPORATION COM 67066G104 22515071 98586 SH SOLE 98586 0 0 NXP SEMICONDUCTORS N V COM N6596X109 607127 2556 SH SOLE 2556 0 0 OCCIDENTAL PETE CORP COM 674599105 103062 1863 SH SOLE 241 0 1622 OCCIDENTAL PETE CORP COM 674599105 514199 9295 SH DFND 1 9295 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 649127 14017 SH SOLE 11937 0 2080 OMEGA HEALTHCARE INVS INC COM 681936100 552154 11923 SH DFND 1 11923 0 0 OMNICOM GROUP INC COM 681919106 1489977 20236 SH SOLE 20236 0 0 ONEOK INC NEW COM 30609A109 476745 5591 SH SOLE 5591 0 0 ORACLE CORP COM 68389X105 1869477 13616 SH SOLE 13616 0 0 OSHKOSH CORP COM 688239201 95842 744 SH SOLE 196 0 548 OSHKOSH CORP COM 688239201 404881 3143 SH DFND 1 3143 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 1204415 6439 SH SOLE 6439 0 0 PALO ALTO NETWORKS INC COM 697435105 3166561 7970 SH SOLE 7970 0 0 PEPSICO INC COM 713448108 193755 1529 SH SOLE 216 0 1313 PEPSICO INC COM 713448108 953821 7527 SH DFND 1 7527 0 0 PFIZER INC COM 717081103 153837 5394 SH SOLE 714 0 4680 PFIZER INC COM 717081103 764906 26820 SH DFND 1 26820 0 0 PHILIP MORRIS INTL INC COM 718172109 1500418 7863 SH SOLE 7863 0 0 PINTEREST INC CL A 72352L106 65190 3451 SH SOLE 1194 0 2257 PINTEREST INC CL A 72352L106 244323 12934 SH DFND 1 12934 0 0 PNC FINL SVCS GROUP INC COM 693475105 739681 3328 SH SOLE 2705 0 623 PNC FINL SVCS GROUP INC COM 693475105 794135 3573 SH DFND 1 3573 0 0 PROGRESSIVE CORP COM 743315103 3005166 14496 SH SOLE 13888 0 608 PROGRESSIVE CORP COM 743315103 723097 3488 SH DFND 1 3488 0 0 PROLOGIS INC. 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