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COM 595017104 2812643 43797 SH DFND 1 43797 0 0 MICRON TECHNOLOGY INC COM 595112103 14759632 88212 SH DFND 1 88212 0 0 MICROSOFT CORP COM 594918104 288169252 556365 SH DFND 1 556365 0 0 MICROSOFT CORP COM 594918104 5479394 10579 SH DFND 2 10579 0 0 MID-AMER APT CMNTYS INC COM 59522J103 1772056 12682 SH DFND 1 12682 0 0 MODERNA INC COM 60770K107 508128 19672 SH DFND 1 19672 0 0 MOHAWK INDS INC COM 608190104 353756 2744 SH DFND 1 2744 0 0 MOLINA HEALTHCARE INC COM 60855R100 616371 3221 SH DFND 1 3221 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 411006 9083 SH DFND 1 9083 0 0 MONDELEZ INTL INC CL A 609207105 6506813 104159 SH DFND 1 104159 0 0 MONOLITHIC PWR SYS INC COM 609839105 2346711 2549 SH DFND 1 2549 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 4771471 70888 SH DFND 1 70888 0 0 MOODYS CORP COM 615369105 4201601 8818 SH DFND 1 8818 0 0 MORGAN STANLEY COM NEW 617446448 10994309 69164 SH DFND 1 69164 0 0 MOSAIC CO NEW COM 61945C103 583977 16839 SH DFND 1 16839 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 4389984 9600 SH DFND 1 9600 0 0 MSCI INC COM 55354G100 2532351 4463 SH DFND 1 4463 0 0 MSCI INC COM 55354G100 420451 741 SH DFND 2 741 0 0 NASDAQ INC COM 631103108 2318009 26207 SH DFND 1 26207 0 0 NETAPP INC COM 64110D104 1361816 11496 SH DFND 1 11496 0 0 NETFLIX INC COM 64110L106 43345754 36154 SH DFND 1 36154 0 0 NEWMONT CORP COM 651639106 5334462 63272 SH DFND 1 63272 0 0 NEWS CORP NEW CL A 65249B109 649087 21136 SH DFND 1 21136 0 0 NEWS CORP NEW CL B 65249B208 209615 6067 SH DFND 1 6067 0 0 NEXTERA ENERGY INC COM 65339F101 9495208 125781 SH DFND 1 125781 0 0 NIKE INC CL B 654106103 15846979 227262 SH DFND 1 227262 0 0 NIKE INC CL B 654106103 512654 7352 SH DFND 2 7352 0 0 NISOURCE INC COM 65473P105 1243879 28727 SH DFND 1 28727 0 0 NNN REIT INC COM 637417106 379682 8919 SH DFND 1 8919 0 0 NORDSON CORP COM 655663102 699914 3084 SH DFND 1 3084 0 0 NORFOLK SOUTHN CORP COM 655844108 3077100 10243 SH DFND 1 10243 0 0 NORTHERN TR CORP COM 665859104 1477908 10980 SH DFND 1 10980 0 0 NORTHROP GRUMMAN CORP COM 666807102 5017750 8235 SH DFND 1 8235 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 536885 21798 SH DFND 1 21798 0 0 NRG ENERGY INC COM NEW 629377508 1844449 11389 SH DFND 1 11389 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 193465 12084 SH DFND 1 12084 0 0 NUCOR CORP COM 670346105 1690844 12485 SH DFND 1 12485 0 0 NVIDIA CORPORATION COM 67066G104 312686064 1675882 SH DFND 1 1675882 0 0 NVR INC COM 62944T105 1237338 154 SH DFND 1 154 0 0 NXP SEMICONDUCTORS N V COM N6596X109 4596502 20184 SH DFND 1 20184 0 0 OCCIDENTAL PETE CORP COM 674599105 1477555 31271 SH DFND 1 31271 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 2014139 14307 SH DFND 1 14307 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 588885 13948 SH DFND 1 13948 0 0 OMNICOM GROUP INC COM 681919106 1419356 17409 SH DFND 1 17409 0 0 ON SEMICONDUCTOR CORP COM 682189105 1648877 33439 SH DFND 1 33439 0 0 ONEOK INC NEW COM 682680103 2168522 29718 SH DFND 1 29718 0 0 ORACLE CORP COM 68389X105 25430002 90421 SH DFND 1 90421 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 7755205 71934 SH DFND 1 71934 0 0 OTIS WORLDWIDE CORP COM 68902V107 2077198 22719 SH DFND 1 22719 0 0 PACCAR INC COM 693718108 4599311 46779 SH DFND 1 46779 0 0 PACKAGING CORP AMER COM 695156109 947124 4346 SH DFND 1 4346 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 37045671 203079 SH DFND 1 203079 0 0 PALO ALTO NETWORKS INC COM 697435105 12022132 59042 SH DFND 1 59042 0 0 PARAMOUNT SKYDANCE CORP COM CL B 69932A204 527963 27905 SH DFND 1 27905 0 0 PARKER-HANNIFIN CORP COM 701094104 4460196 5883 SH DFND 1 5883 0 0 PAYCHEX INC COM 704326107 4282080 33781 SH DFND 1 33781 0 0 PAYCOM SOFTWARE INC COM 70432V102 672500 3231 SH DFND 1 3231 0 0 PAYPAL HLDGS INC COM 70450Y103 5522123 82346 SH DFND 1 82346 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 2806762 21236 SH DFND 1 21236 0 0 PENTAIR PLC SHS G7S00T104 1049783 9478 SH DFND 1 9478 0 0 PEPSICO INC COM 713448108 15484493 110257 SH DFND 1 110257 0 0 PFIZER INC COM 717081103 7888863 309610 SH DFND 1 309610 0 0 PG&E CORP COM 69331C108 2187987 145092 SH DFND 1 145092 0 0 PHILIP MORRIS INTL INC COM 718172109 14724029 90777 SH DFND 1 90777 0 0 PHILLIPS 66 COM 718546104 3638399 26749 SH DFND 1 26749 0 0 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 203783 5936 SH DFND 1 5936 0 0 PINNACLE WEST CAP CORP COM 723484101 650394 7254 SH DFND 1 7254 0 0 PNC FINL SVCS GROUP INC COM 693475105 4260118 21202 SH DFND 1 21202 0 0 POOL CORP COM 73278L105 606807 1957 SH DFND 1 1957 0 0 PPG INDS INC COM 693506107 1519260 14454 SH DFND 1 14454 0 0 PPL CORP COM 69351T106 1235013 33235 SH DFND 1 33235 0 0 PRICE T ROWE GROUP INC COM 74144T108 1326622 12925 SH DFND 1 12925 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 964741 11636 SH DFND 1 11636 0 0 PROCTER AND GAMBLE CO COM 742718109 21495174 139897 SH DFND 1 139897 0 0 PROGRESSIVE CORP COM 743315103 8367407 33883 SH DFND 1 33883 0 0 PROLOGIS INC. COM 74340W103 11690889 102086 SH DFND 1 102086 0 0 PRUDENTIAL FINL INC COM 744320102 1962138 18914 SH DFND 1 18914 0 0 PTC INC COM 69370C100 1480016 7290 SH DFND 1 7290 0 0 PUBLIC STORAGE OPER CO COM 74460D109 4797221 16608 SH DFND 1 16608 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 2749757 32947 SH DFND 1 32947 0 0 PULTE GROUP INC COM 745867101 1489766 11275 SH DFND 1 11275 0 0 QUALCOMM INC COM 747525103 15039110 90401 SH DFND 1 90401 0 0 QUANTA SVCS INC COM 74762E102 3562354 8596 SH DFND 1 8596 0 0 QUEST DIAGNOSTICS INC COM 74834L100 1203513 6315 SH DFND 1 6315 0 0 RALPH LAUREN CORP CL A 751212101 706137 2252 SH DFND 1 2252 0 0 RAYMOND JAMES FINL INC COM 754730109 1782958 10330 SH DFND 1 10330 0 0 REALTY INCOME CORP COM 756109104 5736266 94362 SH DFND 1 94362 0 0 REGENCY CTRS CORP COM 758849103 1292517 17730 SH DFND 1 17730 0 0 REGENERON PHARMACEUTICALS COM 75886F107 4954161 8811 SH DFND 1 8811 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 1267052 48049 SH DFND 1 48049 0 0 REPUBLIC SVCS INC COM 760759100 1896423 8264 SH DFND 1 8264 0 0 RESMED INC COM 761152107 25033156 91452 SH DFND 1 91452 0 0 RESMED INC COM 761152107 7474198 27305 SH DFND 2 27305 0 0 REVVITY INC COM 714046109 564378 6439 SH DFND 1 6439 0 0 REXFORD INDL RLTY INC COM 76169C100 458788 11160 SH DFND 1 11160 0 0 ROBINHOOD MKTS INC COM CL A 770700102 4402212 30746 SH DFND 1 30746 0 0 ROCKWELL AUTOMATION INC COM 773903109 2362473 6759 SH DFND 1 6759 0 0 ROCKWELL AUTOMATION INC COM 773903109 443903 1270 SH DFND 2 1270 0 0 ROLLINS INC COM 775711104 15855101 269920 SH DFND 1 269920 0 0 ROLLINS INC COM 775711104 4105221 69888 SH DFND 2 69888 0 0 ROPER TECHNOLOGIES INC COM 776696106 4520625 9065 SH DFND 1 9065 0 0 ROSS STORES INC COM 778296103 4299989 28217 SH DFND 1 28217 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 4014333 12406 SH DFND 1 12406 0 0 RTX CORPORATION COM 75513E101 13672702 81711 SH DFND 1 81711 0 0 RYMAN HOSPITALITY PPTYS INC COM 78377T107 266799 2978 SH DFND 1 2978 0 0 S&P GLOBAL INC COM 78409V104 46236963 94999 SH DFND 1 94999 0 0 S&P GLOBAL INC COM 78409V104 7992265 16421 SH DFND 2 16421 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 211117 11326 SH DFND 1 11326 0 0 SALESFORCE INC COM 79466L302 15046893 63489 SH DFND 1 63489 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 1167254 6037 SH DFND 1 6037 0 0 SCHLUMBERGER LTD COM STK 806857108 3640608 105924 SH DFND 1 105924 0 0 SCHWAB CHARLES CORP COM 808513105 9219061 96565 SH DFND 1 96565 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 2645052 11205 SH DFND 1 11205 0 0 SEMPRA COM 816851109 3587863 39874 SH DFND 1 39874 0 0 SERVICE CORP INTL COM 817565104 30836339 370540 SH DFND 1 370540 0 0 SERVICE CORP INTL COM 817565104 1837331 22078 SH DFND 2 22078 0 0 SERVICENOW INC COM 81762P102 11455645 12448 SH DFND 1 12448 0 0 SHERWIN WILLIAMS CO COM 824348106 30361808 87685 SH DFND 1 87685 0 0 SHERWIN WILLIAMS CO COM 824348106 7521459 21722 SH DFND 2 21722 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 5090190 34252 SH DFND 1 34252 0 0 SIMON PPTY GROUP INC NEW COM 828806109 6545742 34879 SH DFND 1 34879 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 620305 8058 SH DFND 1 8058 0 0 SL GREEN RLTY CORP COM 78440X887 200782 3357 SH DFND 1 3357 0 0 SMITH A O CORP COM 831865209 385623 5253 SH DFND 1 5253 0 0 SMUCKER J M CO COM NEW 832696405 604142 5563 SH DFND 1 5563 0 0 SMURFIT WESTROCK PLC SHS G8267P108 1177827 27668 SH DFND 1 27668 0 0 SNAP ON INC COM 833034101 827860 2389 SH DFND 1 2389 0 0 SOLVENTUM CORP COM SHS 83444M101 582175 7975 SH DFND 1 7975 0 0 SOUTHERN CO COM 842587107 4684955 49435 SH DFND 1 49435 0 0 SOUTHWEST AIRLS CO COM 844741108 735717 23056 SH DFND 1 23056 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 821399940 1233000 SH SOLE 1233000 0 0 SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 275072892 3511270 SH SOLE 3511270 0 0 STAG INDL INC COM 85254J102 311399 8824 SH DFND 1 8824 0 0 STANLEY BLACK & DECKER INC COM 854502101 650462 8751 SH DFND 1 8751 0 0 STARBUCKS CORP COM 855244109 8176082 96644 SH DFND 1 96644 0 0 STATE STR CORP COM 857477103 1879826 16204 SH DFND 1 16204 0 0 STEEL DYNAMICS INC COM 858119100 1013238 7267 SH DFND 1 7267 0 0 STERIS PLC SHS USD G8473T100 24944426 100810 SH DFND 1 100810 0 0 STERIS PLC SHS USD G8473T100 1430450 5781 SH DFND 2 5781 0 0 STRATEGY INC CL A NEW 594972408 2431074 7545 SH DFND 1 7545 0 0 STRYKER CORPORATION COM 863667101 7245902 19601 SH DFND 1 19601 0 0 SUN CMNTYS INC COM 866674104 724980 5620 SH DFND 1 5620 0 0 SUPER MICRO COMPUTER INC COM NEW 86800U302 1407758 29365 SH DFND 1 29365 0 0 SYNCHRONY FINANCIAL COM 87165B103 1561608 21979 SH DFND 1 21979 0 0 SYNOPSYS INC COM 871607107 7759051 15726 SH DFND 1 15726 0 0 SYNOPSYS INC COM 871607107 421848 855 SH DFND 2 855 0 0 SYSCO CORP COM 871829107 2262127 27473 SH DFND 1 27473 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5488341 21243 SH DFND 1 21243 0 0 TAPESTRY INC COM 876030107 1291840 11410 SH DFND 1 11410 0 0 TARGA RES CORP COM 87612G101 1586101 9467 SH DFND 1 9467 0 0 TARGET CORP COM 87612E106 2312915 25785 SH DFND 1 25785 0 0 TE CONNECTIVITY PLC ORD SHS G87052109 3557923 16207 SH DFND 1 16207 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 1473891 2515 SH DFND 1 2515 0 0 TERADYNE INC COM 880770102 1220179 8865 SH DFND 1 8865 0 0 TERRENO RLTY CORP COM 88146M101 277110 4883 SH DFND 1 4883 0 0 TESLA INC COM 88160R101 88874624 199844 SH DFND 1 199844 0 0 TEXAS INSTRS INC COM 882508104 48915724 266237 SH DFND 1 266237 0 0 TEXAS INSTRS INC COM 882508104 8394440 45689 SH DFND 2 45689 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 1271618 1362 SH DFND 1 1362 0 0 TEXTRON INC COM 883203101 876584 10375 SH DFND 1 10375 0 0 THE CAMPBELLS COMPANY COM 134429109 329285 10427 SH DFND 1 10427 0 0 THE CIGNA GROUP COM 125523100 4573951 15868 SH DFND 1 15868 0 0 THE TRADE DESK INC COM CL A 88339J105 1842776 37600 SH DFND 1 37600 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 9972981 20562 SH DFND 1 20562 0 0 THOMSON REUTERS CORP COM 884903808 1960265 12620 SH DFND 1 12620 0 0 TJX COS INC NEW COM 872540109 40579027 280746 SH DFND 1 280746 0 0 TJX COS INC NEW COM 872540109 1914144 13243 SH DFND 2 13243 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 755734 3742 SH DFND 1 3742 0 0 T-MOBILE US INC COM 872590104 14165790 59177 SH DFND 1 59177 0 0 TRACTOR SUPPLY CO COM 892356106 30324847 533231 SH DFND 1 533231 0 0 TRACTOR SUPPLY CO COM 892356106 1719010 30227 SH DFND 2 30227 0 0 TRADEWEB MKTS INC CL A 892672106 16277104 146667 SH DFND 1 146667 0 0 TRADEWEB MKTS INC CL A 892672106 1312894 11830 SH DFND 2 11830 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 5430625 12870 SH DFND 1 12870 0 0 TRANSDIGM GROUP INC COM 893641100 4229526 3209 SH DFND 1 3209 0 0 TRANSDIGM GROUP INC COM 893641100 434947 330 SH DFND 2 330 0 0 TRAVELERS COMPANIES INC COM 89417E109 6140048 21990 SH DFND 1 21990 0 0 TRIMBLE INC COM 896239100 1146039 14036 SH DFND 1 14036 0 0 TRUIST FINL CORP COM 89832Q109 3375188 73823 SH DFND 1 73823 0 0 TYLER TECHNOLOGIES INC COM 902252105 1356554 2593 SH DFND 1 2593 0 0 TYSON FOODS INC CL A 902494103 677827 12483 SH DFND 1 12483 0 0 UBER TECHNOLOGIES INC COM 90353T100 15508945 158303 SH DFND 1 158303 0 0 UDR INC COM 902653104 1217210 32668 SH DFND 1 32668 0 0 ULTA BEAUTY INC COM 90384S303 1435766 2626 SH DFND 1 2626 0 0 UNION PAC CORP COM 907818108 6430209 27204 SH DFND 1 27204 0 0 UNITED AIRLS HLDGS INC COM 910047109 1369239 14189 SH DFND 1 14189 0 0 UNITED PARCEL SERVICE INC CL B 911312106 3602649 43130 SH DFND 1 43130 0 0 UNITED RENTALS INC COM 911363109 3762315 3941 SH DFND 1 3941 0 0 UNITEDHEALTH GROUP INC COM 91324P102 21561223 62442 SH DFND 1 62442 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 565685 2767 SH DFND 1 2767 0 0 US BANCORP DEL COM NEW 902973304 4041886 83631 SH DFND 1 83631 0 0 VALERO ENERGY CORP COM 91913Y100 3244815 19058 SH DFND 1 19058 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 92358000 300000 SH SOLE 300000 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 222036740 362580 SH SOLE 362580 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 225616875 687500 SH SOLE 687500 0 0 VEEVA SYS INC CL A COM 922475108 471592 1583 SH DFND 2 1583 0 0 VENTAS INC COM 92276F100 3167607 45258 SH DFND 1 45258 0 0 VERALTO CORP COM SHS 92338C103 1486783 13946 SH DFND 1 13946 0 0 VERISIGN INC COM 92343E102 1294409 4630 SH DFND 1 4630 0 0 VERISK ANALYTICS INC COM 92345Y106 32283572 128359 SH DFND 1 128359 0 0 VERISK ANALYTICS INC COM 92345Y106 4860682 19326 SH DFND 2 19326 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 11103616 252642 SH DFND 1 252642 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 8626263 22026 SH DFND 1 22026 0 0 VIATRIS INC COM 92556V106 624066 63037 SH DFND 1 63037 0 0 VICI PPTYS INC COM 925652109 3646776 111830 SH DFND 1 111830 0 0 VISA INC COM CL A 92826C839 77097259 225840 SH DFND 1 225840 0 0 VISA INC COM CL A 92826C839 8683342 25436 SH DFND 2 25436 0 0 VISTRA CORP COM 92840M102 2711533 13840 SH DFND 1 13840 0 0 VORNADO RLTY TR SH BEN INT 929042109 309122 7627 SH DFND 1 7627 0 0 VULCAN MATLS CO COM 929160109 2193023 7129 SH DFND 1 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DFND 1 18341 0 0 WP CAREY INC COM 92936U109 706242 10452 SH DFND 1 10452 0 0 WYNN RESORTS LTD COM 983134107 631858 4926 SH DFND 1 4926 0 0 XCEL ENERGY INC COM 98389B100 3459401 42894 SH DFND 1 42894 0 0 XYLEM INC COM 98419M100 2046710 13876 SH DFND 1 13876 0 0 YUM BRANDS INC COM 988498101 2509216 16508 SH DFND 1 16508 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 831157 2797 SH DFND 1 2797 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 985000 10000 SH DFND 1 10000 0 0 ZOETIS INC CL A 98978V103 43797088 299324 SH DFND 1 299324 0 0 ZOETIS INC CL A 98978V103 8972928 61324 SH DFND 2 61324 0 0 ZSCALER INC COM 98980G102 1322699 4414 SH DFND 1 4414 0 0