0001172661-25-001725.txt : 20250513 0001172661-25-001725.hdr.sgml : 20250513 20250513082923 ACCESSION NUMBER: 0001172661-25-001725 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250513 DATE AS OF CHANGE: 20250513 EFFECTIVENESS DATE: 20250513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TOKIO MARINE ASSET MANAGEMENT CO LTD CENTRAL INDEX KEY: 0001504169 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: M0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14025 FILM NUMBER: 25937340 BUSINESS ADDRESS: STREET 1: 1-8-2 MARUNOUCHI STREET 2: CHIYODA-KU CITY: TOKYO STATE: M0 ZIP: 100-0005 BUSINESS PHONE: 81-3-3212-8421 MAIL ADDRESS: STREET 1: 1-8-2 MARUNOUCHI STREET 2: CHIYODA-KU CITY: TOKYO STATE: M0 ZIP: 100-0005 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001504169 XXXXXXXX 03-31-2025 03-31-2025 false TOKIO MARINE ASSET MANAGEMENT CO LTD
1-8-2 Marunouchi Chiyoda-ku Tokyo M0 100-0005
13F HOLDINGS REPORT 028-14025 000175025 802-85191 Y Tokio Marine Asset Management Co., Ltd. is a direct wholly-owned subsidiary of Tokio Marine Holdings, Inc.
Takuya Igarashi Director 81-3-3212-3071 /s/ Takuya Igarashi Tokyo M0 05-13-2025 1 565 2757476072 1 0001169486 028-14109 TOKIO MARINE HOLDINGS, INC.
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 2474150 16847 SH DFND 1 16847 0 0 ABBOTT LABS COM 002824100 6975931 52589 SH DFND 1 52589 0 0 ABBVIE INC COM 00287Y109 11474363 54765 SH DFND 1 54765 0 0 ADOBE INC COM 00724F101 24363360 63524 SH DFND 1 63524 0 0 ADVANCED MICRO DEVICES INC COM 007903107 10032458 97649 SH DFND 1 97649 0 0 AFLAC INC COM 001055102 1672298 15040 SH DFND 1 15040 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 1011409 8646 SH DFND 1 8646 0 0 AIR PRODS & CHEMS INC COM 009158106 2912040 9874 SH DFND 1 9874 0 0 AIRBNB INC COM CL A 009066101 1700633 14236 SH DFND 1 14236 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 459333 5706 SH DFND 1 5706 0 0 ALBEMARLE CORP COM 012653101 363917 5053 SH DFND 1 5053 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 523884 5663 SH DFND 1 5663 0 0 ALIGN TECHNOLOGY INC COM 016255101 378722 2384 SH DFND 1 2384 0 0 ALLEGION PLC ORD SHS G0176J109 377160 2891 SH DFND 1 2891 0 0 ALLETE INC COM NEW 018522300 6937920 105600 SH DFND 1 105600 0 0 ALLIANT ENERGY CORP COM 018802108 510038 7926 SH DFND 1 7926 0 0 ALLSTATE CORP COM 020002101 1640201 7921 SH DFND 1 7921 0 0 ALLY FINL INC COM 02005N100 475131 13028 SH DFND 1 13028 0 0 ALPHABET INC CAP STK CL A 02079K305 55454213 358602 SH DFND 1 358602 0 0 ALPHABET INC CAP STK CL C 02079K107 45306700 290000 SH DFND 1 290000 0 0 ALTRIA GROUP INC COM 02209S103 2947402 49107 SH DFND 1 49107 0 0 ALTUS POWER INC COM CL A 02217A102 3419955 690900 SH DFND 1 690900 0 0 AMAZON COM INC COM 023135106 93952481 493811 SH DFND 1 493811 0 0 AMCOR PLC ORD G0250X107 400765 41316 SH DFND 1 41316 0 0 AMEREN CORP COM 023608102 897375 8938 SH DFND 1 8938 0 0 AMERICAN ELEC PWR CO INC COM 025537101 2663675 24377 SH DFND 1 24377 0 0 AMERICAN EXPRESS CO COM 025816109 4599410 17095 SH DFND 1 17095 0 0 AMERICAN FINL GROUP INC OHIO COM 025932104 351466 2676 SH DFND 1 2676 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 1527275 17567 SH DFND 1 17567 0 0 AMERICAN TOWER CORP NEW COM 03027X100 3066637 14093 SH DFND 1 14093 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 844257 5723 SH DFND 1 5723 0 0 AMERIPRISE FINL INC COM 03076C106 12905888 26659 SH DFND 1 26659 0 0 AMETEK INC COM 031100100 8256867 47966 SH DFND 1 47966 0 0 AMGEN INC COM 031162100 5208493 16718 SH DFND 1 16718 0 0 AMPHENOL CORP NEW CL A 032095101 2589821 39485 SH DFND 1 39485 0 0 ANALOG DEVICES INC COM 032654105 3007303 14912 SH DFND 1 14912 0 0 ANSYS INC COM 03662Q105 824006 2603 SH DFND 1 2603 0 0 AON PLC SHS CL A G0403H108 2340663 5865 SH DFND 1 5865 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 2089704 15260 SH DFND 1 15260 0 0 APPLE INC COM 037833100 140992131 634728 SH DFND 1 634728 0 0 APPLIED MATLS INC COM 038222105 10054494 69284 SH DFND 1 69284 0 0 APPLOVIN CORP COM CL A 03831W108 1761256 6647 SH DFND 1 6647 0 0 APTIV PLC COM SHS G3265R107 502359 8443 SH DFND 1 8443 0 0 ARCH CAP GROUP LTD ORD G0450A105 1121844 11664 SH DFND 1 11664 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 692112 14416 SH DFND 1 14416 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 1009996 6889 SH DFND 1 6889 0 0 ARISTA NETWORKS INC COM SHS 040413205 15871158 204842 SH DFND 1 204842 0 0 ASSURANT INC COM 04621X108 362238 1727 SH DFND 1 1727 0 0 AT&T INC COM 00206R102 6241057 220688 SH DFND 1 220688 0 0 ATLASSIAN CORPORATION CL A 049468101 1107736 5220 SH DFND 1 5220 0 0 ATMOS ENERGY CORP COM 049560105 814327 5268 SH DFND 1 5268 0 0 AUTODESK INC COM 052769106 1733116 6620 SH DFND 1 6620 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 11942557 39088 SH DFND 1 39088 0 0 AUTOZONE INC COM 053332102 1994084 523 SH DFND 1 523 0 0 AVALONBAY CMNTYS INC COM 053484101 973946 4538 SH DFND 1 4538 0 0 AVANTOR INC COM 05352A100 378455 23347 SH DFND 1 23347 0 0 AVERY DENNISON CORP COM 053611109 368042 2068 SH DFND 1 2068 0 0 AXON ENTERPRISE INC COM 05464C101 1301726 2475 SH DFND 1 2475 0 0 BAKER HUGHES COMPANY CL A 05722G100 1457338 33159 SH DFND 1 33159 0 0 BALCHEM CORP COM 057665200 415000 2500 SH DFND 1 2500 0 0 BALL CORP COM 058498106 1249836 24003 SH DFND 1 24003 0 0 BANK AMERICA CORP COM 060505104 8616661 206486 SH DFND 1 206486 0 0 BANK NEW YORK MELLON CORP COM 064058100 1957106 23335 SH DFND 1 23335 0 0 BAXTER INTL INC COM 071813109 593891 17350 SH DFND 1 17350 0 0 BEACON ROOFING SUPPLY INC COM 073685109 7892060 63800 SH DFND 1 63800 0 0 BECTON DICKINSON & CO COM 075887109 1891348 8257 SH DFND 1 8257 0 0 BERKLEY W R CORP COM 084423102 686623 9649 SH DFND 1 9649 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21231834 39866 SH DFND 1 39866 0 0 BEST BUY INC COM 086516101 511810 6953 SH DFND 1 6953 0 0 BIO RAD LABS INC CL A 090572207 242099 994 SH DFND 1 994 0 0 BIOGEN INC COM 09062X103 707873 5173 SH DFND 1 5173 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 1592151 22523 SH DFND 1 22523 0 0 BIO-TECHNE CORP COM 09073M104 353539 6030 SH DFND 1 6030 0 0 BLACKROCK INC COM 09290D101 4084061 4315 SH DFND 1 4315 0 0 BLACKSTONE INC COM 09260D107 3413428 24420 SH DFND 1 24420 0 0 BLOCK INC CL A 852234103 986741 18162 SH DFND 1 18162 0 0 BOEING CO COM 097023105 3895191 22839 SH DFND 1 22839 0 0 BOOKING HOLDINGS INC COM 09857L108 4781973 1038 SH DFND 1 1038 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 435053 4160 SH DFND 1 4160 0 0 BOSTON SCIENTIFIC CORP COM 101137107 4757803 47163 SH DFND 1 47163 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 3793395 62197 SH DFND 1 62197 0 0 BROADCOM INC COM 11135F101 31850209 190230 SH DFND 1 190230 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 955050 3939 SH DFND 1 3939 0 0 BROWN & BROWN INC COM 115236101 1030530 8284 SH DFND 1 8284 0 0 BROWN FORMAN CORP CL B 115637209 281906 8306 SH DFND 1 8306 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 579097 4635 SH DFND 1 4635 0 0 BUNGE GLOBAL SA COM SHS H11356104 301783 3949 SH DFND 1 3949 0 0 BURLINGTON STORES INC COM 122017106 572707 2403 SH DFND 1 2403 0 0 BXP INC COM 101121101 456019 6787 SH DFND 1 6787 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 407347 3978 SH DFND 1 3978 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 2257433 8876 SH DFND 1 8876 0 0 CAMDEN PPTY TR SH BEN INT 133131102 463884 3793 SH DFND 1 3793 0 0 CAPITAL ONE FINL CORP COM 14040H105 2163972 12069 SH DFND 1 12069 0 0 CARDINAL HEALTH INC COM 14149Y108 1084388 7871 SH DFND 1 7871 0 0 CARLISLE COS INC COM 142339100 5782371 16982 SH DFND 1 16982 0 0 CARLYLE GROUP INC COM 14316J108 734404 16848 SH DFND 1 16848 0 0 CARMAX INC COM 143130102 513493 6590 SH DFND 1 6590 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 1638890 25850 SH DFND 1 25850 0 0 CATERPILLAR INC COM 149123101 4787047 14515 SH DFND 1 14515 0 0 CBOE GLOBAL MKTS INC COM 12503M108 874385 3864 SH DFND 1 3864 0 0 CBRE GROUP INC CL A 12504L109 1287006 9841 SH DFND 1 9841 0 0 CDW CORP COM 12514G108 722612 4509 SH DFND 1 4509 0 0 CENCORA INC COM 03073E105 2122383 7632 SH DFND 1 7632 0 0 CENTENE CORP DEL COM 15135B101 982834 16189 SH DFND 1 16189 0 0 CENTERPOINT ENERGY INC COM 15189T107 756229 20873 SH DFND 1 20873 0 0 CENTRAL GARDEN & PET CO COM 153527106 560898 15300 SH DFND 1 15300 0 0 CF INDS HLDGS INC COM 125269100 421619 5395 SH DFND 1 5395 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 1058418 2872 SH DFND 1 2872 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 731851 3211 SH DFND 1 3211 0 0 CHEMED CORP NEW COM 16359R103 10262922 16679 SH DFND 1 16679 0 0 CHENIERE ENERGY INC COM NEW 16411R208 1517058 6556 SH DFND 1 6556 0 0 CHEVRON CORP NEW COM 166764100 12476321 74579 SH DFND 1 74579 0 0 CHEWY INC CL A 16679L109 227570 7000 SH DFND 1 7000 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 2190662 43630 SH DFND 1 43630 0 0 CHURCH & DWIGHT CO INC COM 171340102 12274925 111499 SH DFND 1 111499 0 0 CINCINNATI FINL CORP COM 172062101 709795 4805 SH DFND 1 4805 0 0 CINTAS CORP COM 172908105 2301525 11198 SH DFND 1 11198 0 0 CISCO SYS INC COM 17275R102 7272832 117855 SH DFND 1 117855 0 0 CITIGROUP INC COM NEW 172967424 4081073 57488 SH DFND 1 57488 0 0 CITIZENS FINL GROUP INC COM 174610105 564362 13775 SH DFND 1 13775 0 0 CLOROX CO DEL COM 189054109 624635 4242 SH DFND 1 4242 0 0 CLOUDFLARE INC CL A COM 18915M107 1204431 10688 SH DFND 1 10688 0 0 CME GROUP INC COM 12572Q105 2921639 11013 SH DFND 1 11013 0 0 CMS ENERGY CORP COM 125896100 715047 9520 SH DFND 1 9520 0 0 COCA COLA CO COM 191216100 8844139 123487 SH DFND 1 123487 0 0 COCA-COLA EUROPACIFIC PARTNE SHS G25839104 604771 6949 SH DFND 1 6949 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1064498 13915 SH DFND 1 13915 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 1070237 6214 SH DFND 1 6214 0 0 COLGATE PALMOLIVE CO COM 194162103 3120023 33298 SH DFND 1 33298 0 0 COMCAST CORP NEW CL A 20030N101 4037303 109412 SH DFND 1 109412 0 0 CONAGRA BRANDS INC COM 205887102 358765 13452 SH DFND 1 13452 0 0 CONOCOPHILLIPS COM 20825C104 6451799 61434 SH DFND 1 61434 0 0 CONSOLIDATED EDISON INC COM 209115104 1114968 10082 SH DFND 1 10082 0 0 CONSTELLATION BRANDS INC CL A 21036P108 929529 5065 SH DFND 1 5065 0 0 CONSTELLATION ENERGY CORP COM 21037T109 3081915 15285 SH DFND 1 15285 0 0 COOPER COS INC COM 216648501 556794 6601 SH DFND 1 6601 0 0 COPART INC COM 217204106 33240400 587390 SH DFND 1 587390 0 0 CORNING INC COM 219350105 1281611 27995 SH DFND 1 27995 0 0 CORPAY INC COM SHS 219948106 804148 2306 SH DFND 1 2306 0 0 CORTEVA INC COM 22052L104 1896458 30136 SH DFND 1 30136 0 0 COSTAR GROUP INC COM 22160N109 1068179 13482 SH DFND 1 13482 0 0 COSTCO WHSL CORP NEW COM 22160K105 50166063 53042 SH DFND 1 53042 0 0 COTERRA ENERGY INC COM 127097103 867087 30003 SH DFND 1 30003 0 0 CRH PLC ORD G25508105 1832415 20830 SH DFND 1 20830 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 2740604 7773 SH DFND 1 7773 0 0 CROWN CASTLE INC COM 22822V101 1269209 12177 SH DFND 1 12177 0 0 CROWN HLDGS INC COM 228368106 371768 4165 SH DFND 1 4165 0 0 CSX CORP COM 126408103 1635925 55587 SH DFND 1 55587 0 0 CUMMINS INC COM 231021106 1380076 4403 SH DFND 1 4403 0 0 CVS HEALTH CORP COM 126650100 2601871 38404 SH DFND 1 38404 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 661128 1956 SH DFND 1 1956 0 0 D R HORTON INC COM 23331A109 1148111 9031 SH DFND 1 9031 0 0 DANAHER CORPORATION COM 235851102 3993400 19480 SH DFND 1 19480 0 0 DARDEN RESTAURANTS INC COM 237194105 958189 4612 SH DFND 1 4612 0 0 DATADOG INC CL A COM 23804L103 938527 9460 SH DFND 1 9460 0 0 DAVITA INC COM 23918K108 400170 2616 SH DFND 1 2616 0 0 DECKERS OUTDOOR CORP COM 243537107 5960144 53306 SH DFND 1 53306 0 0 DEERE & CO COM 244199105 3700825 7885 SH DFND 1 7885 0 0 DELL TECHNOLOGIES INC CL C 24703L202 971932 10663 SH DFND 1 10663 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 360310 8264 SH DFND 1 8264 0 0 DEVON ENERGY CORP NEW COM 25179M103 935262 25007 SH DFND 1 25007 0 0 DEXCOM INC COM 252131107 953055 13956 SH DFND 1 13956 0 0 DIAMONDBACK ENERGY INC COM 25278X109 6934635 43374 SH DFND 1 43374 0 0 DIGITAL RLTY TR INC COM 253868103 1468866 10251 SH DFND 1 10251 0 0 DISCOVER FINL SVCS COM 254709108 1432856 8394 SH DFND 1 8394 0 0 DISNEY WALT CO COM 254687106 10352939 104893 SH DFND 1 104893 0 0 DOCUSIGN INC COM 256163106 611151 7508 SH DFND 1 7508 0 0 DOLLAR GEN CORP NEW COM 256677105 608564 6921 SH DFND 1 6921 0 0 DOLLAR TREE INC COM 256746108 543131 7235 SH DFND 1 7235 0 0 DOMINION ENERGY INC COM 25746U109 1870719 33364 SH DFND 1 33364 0 0 DOMINOS PIZZA INC COM 25754A201 9809258 21350 SH DFND 1 21350 0 0 DONALDSON INC COM 257651109 4250397 63382 SH DFND 1 63382 0 0 DOORDASH INC CL A 25809K105 2041906 11172 SH DFND 1 11172 0 0 DOVER CORP COM 260003108 759113 4321 SH DFND 1 4321 0 0 DOW INC COM 260557103 1144363 32771 SH DFND 1 32771 0 0 DTE ENERGY CO COM 233331107 827131 5982 SH DFND 1 5982 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 4532283 37159 SH DFND 1 37159 0 0 DUPONT DE NEMOURS INC COM 26614N102 1669621 22357 SH DFND 1 22357 0 0 DYNATRACE INC COM NEW 268150109 526901 11175 SH DFND 1 11175 0 0 EAGLE MATLS INC COM 26969P108 7564928 34087 SH DFND 1 34087 0 0 EASTMAN CHEM CO COM 277432100 351911 3994 SH DFND 1 3994 0 0 EBAY INC. COM 278642103 1093907 16151 SH DFND 1 16151 0 0 ECOLAB INC COM 278865100 2910917 11482 SH DFND 1 11482 0 0 EDISON INTL COM 281020107 736323 12497 SH DFND 1 12497 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1363784 18816 SH DFND 1 18816 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 273000 26000 SH DFND 1 26000 0 0 ELECTRONIC ARTS INC COM 285512109 4790404 33147 SH DFND 1 33147 0 0 ELEVANCE HEALTH INC COM 036752103 2834199 6516 SH DFND 1 6516 0 0 ELI LILLY & CO COM 532457108 47791282 57865 SH DFND 1 57865 0 0 EMCOR GROUP INC COM 29084Q100 6426387 17386 SH DFND 1 17386 0 0 EMERSON ELEC CO COM 291011104 1917165 17486 SH DFND 1 17486 0 0 ENCOMPASS HEALTH CORP COM 29261A100 6161875 60840 SH DFND 1 60840 0 0 ENSTAR GROUP LIMITED SHS G3075P101 6913504 20800 SH DFND 1 20800 0 0 ENTERGY CORP NEW COM 29364G103 1273288 14894 SH DFND 1 14894 0 0 EOG RES INC COM 26875P101 4613049 35972 SH DFND 1 35972 0 0 EPAM SYS INC COM 29414B104 359123 2127 SH DFND 1 2127 0 0 EQUIFAX INC COM 294429105 1039271 4267 SH DFND 1 4267 0 0 EQUINIX INC COM 29444U700 2372669 2910 SH DFND 1 2910 0 0 EQUITABLE HLDGS INC COM 29452E101 696964 13380 SH DFND 1 13380 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 381191 5715 SH DFND 1 5715 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 794538 11100 SH DFND 1 11100 0 0 ERIE INDTY CO CL A 29530P102 379240 905 SH DFND 1 905 0 0 ESSENTIAL UTILS INC COM 29670G102 500489 12661 SH DFND 1 12661 0 0 ESSEX PPTY TR INC COM 297178105 665870 2172 SH DFND 1 2172 0 0 EVEREST GROUP LTD COM G3223R108 441083 1214 SH DFND 1 1214 0 0 EVERGY INC COM 30034W106 462792 6712 SH DFND 1 6712 0 0 EVERSOURCE ENERGY COM 30040W108 687682 11072 SH DFND 1 11072 0 0 EXELON CORP COM 30161N101 1975219 42865 SH DFND 1 42865 0 0 EXPEDIA GROUP INC COM NEW 30212P303 835457 4970 SH DFND 1 4970 0 0 EXPEDITORS INTL WASH INC COM 302130109 7707183 64093 SH DFND 1 64093 0 0 EXTRA SPACE STORAGE INC COM 30225T102 1055615 7109 SH DFND 1 7109 0 0 EXXON MOBIL CORP COM 30231G102 23279239 195739 SH DFND 1 195739 0 0 F5 INC COM 315616102 566090 2126 SH DFND 1 2126 0 0 FABRINET SHS G3323L100 4145537 20989 SH DFND 1 20989 0 0 FACTSET RESH SYS INC COM 303075105 498285 1096 SH DFND 1 1096 0 0 FAIR ISAAC CORP COM 303250104 1560159 846 SH DFND 1 846 0 0 FASTENAL CO COM 311900104 11356965 146447 SH DFND 1 146447 0 0 FEDEX CORP COM 31428X106 1671112 6855 SH DFND 1 6855 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 2135866 13330 SH DFND 1 13330 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 651516 10011 SH DFND 1 10011 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 1197195 16031 SH DFND 1 16031 0 0 FIFTH THIRD BANCORP COM 316773100 841193 21459 SH DFND 1 21459 0 0 FIRST CTZNS BANCSHARES INC N CL A 31946M103 671191 362 SH DFND 1 362 0 0 FIRST SOLAR INC COM 336433107 415070 3283 SH DFND 1 3283 0 0 FIRSTENERGY CORP COM 337932107 657674 16271 SH DFND 1 16271 0 0 FISERV INC COM 337738108 3840896 17393 SH DFND 1 17393 0 0 FLUTTER ENTMT PLC SHS G3643J108 1349018 6089 SH DFND 1 6089 0 0 FORD MTR CO COM 345370860 1224101 122044 SH DFND 1 122044 0 0 FORTINET INC COM 34959E109 1981897 20589 SH DFND 1 20589 0 0 FORTIVE CORP COM 34959J108 789759 10792 SH DFND 1 10792 0 0 FORTUNE BRANDS INNOVATIONS I COM 34964C106 306896 5041 SH DFND 1 5041 0 0 FOX CORP CL A COM 35137L105 640146 11310 SH DFND 1 11310 0 0 FOX CORP CL B COM 35137L204 458788 8704 SH DFND 1 8704 0 0 FRANKLIN RESOURCES INC COM 354613101 232290 12067 SH DFND 1 12067 0 0 FREEPORT-MCMORAN INC CL B 35671D857 1852944 48942 SH DFND 1 48942 0 0 FRESHPET INC COM 358039105 681994 8200 SH DFND 1 8200 0 0 FRONTIER COMMUNICATIONS PARE COM 35909D109 10281062 286700 SH DFND 1 286700 0 0 GALLAGHER ARTHUR J & CO COM 363576109 2684586 7776 SH DFND 1 7776 0 0 GARTNER INC COM 366651107 968760 2308 SH DFND 1 2308 0 0 GE AEROSPACE COM NEW 369604301 6579531 32873 SH DFND 1 32873 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 1108552 13735 SH DFND 1 13735 0 0 GE VERNOVA INC COM 36828A101 2704476 8859 SH DFND 1 8859 0 0 GEN DIGITAL INC COM 668771108 516707 19469 SH DFND 1 19469 0 0 GENERAL DYNAMICS CORP COM 369550108 1741786 6390 SH DFND 1 6390 0 0 GENERAL MLS INC COM 370334104 1586707 26538 SH DFND 1 26538 0 0 GENERAL MTRS CO COM 37045V100 1639325 34857 SH DFND 1 34857 0 0 GENTEX CORP COM 371901109 5615067 240990 SH DFND 1 240990 0 0 GENUINE PARTS CO COM 372460105 623817 5236 SH DFND 1 5236 0 0 GILEAD SCIENCES INC COM 375558103 4394713 39221 SH DFND 1 39221 0 0 GLOBAL PMTS INC COM 37940X102 758880 7750 SH DFND 1 7750 0 0 GODADDY INC CL A 380237107 1051837 5839 SH DFND 1 5839 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 5259134 9627 SH DFND 1 9627 0 0 GRACO INC COM 384109104 449033 5377 SH DFND 1 5377 0 0 GRAINGER W W INC COM 384802104 1307887 1324 SH DFND 1 1324 0 0 HALLIBURTON CO COM 406216101 1179274 46483 SH DFND 1 46483 0 0 HAMILTON LANE INC CL A 407497106 270579 1820 SH DFND 1 1820 0 0 HARTFORD INSURANCE GROUP INC COM 416515104 1055664 8532 SH DFND 1 8532 0 0 HCA HEALTHCARE INC COM 40412C101 9264196 26810 SH DFND 1 26810 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 16005396 240900 SH DFND 1 240900 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 447893 22151 SH DFND 1 22151 0 0 HEICO CORP NEW CL A 422806208 580589 2752 SH DFND 1 2752 0 0 HEICO CORP NEW COM 422806109 351622 1316 SH DFND 1 1316 0 0 HENRY JACK & ASSOC INC COM 426281101 343105 1879 SH DFND 1 1879 0 0 HERSHEY CO COM 427866108 733890 4291 SH DFND 1 4291 0 0 HESS CORP COM 42809H107 1564555 9795 SH DFND 1 9795 0 0 HESS MIDSTREAM LP CL A SHS 428103105 10034402 237276 SH DFND 1 237276 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 694674 45021 SH DFND 1 45021 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 1854760 8151 SH DFND 1 8151 0 0 HOLOGIC INC COM 436440101 371052 6007 SH DFND 1 6007 0 0 HOME DEPOT INC COM 437076102 11097317 30280 SH DFND 1 30280 0 0 HONEYWELL INTL INC COM 438516106 4086140 19297 SH DFND 1 19297 0 0 HORMEL FOODS CORP COM 440452100 333502 10779 SH DFND 1 10779 0 0 HOST HOTELS & RESORTS INC COM 44107P104 353005 24842 SH DFND 1 24842 0 0 HOWMET AEROSPACE INC COM 443201108 1687398 13007 SH DFND 1 13007 0 0 HP INC COM 40434L105 827682 29891 SH DFND 1 29891 0 0 HUBBELL INC COM 443510607 654540 1978 SH DFND 1 1978 0 0 HUBSPOT INC COM 443573100 943200 1651 SH DFND 1 1651 0 0 HUMANA INC COM 444859102 987752 3733 SH DFND 1 3733 0 0 HUNT J B TRANS SVCS INC COM 445658107 445921 3014 SH DFND 1 3014 0 0 HUNTINGTON BANCSHARES INC COM 446150104 725133 48310 SH DFND 1 48310 0 0 IDEX CORP COM 45167R104 484819 2679 SH DFND 1 2679 0 0 IDEXX LABS INC COM 45168D104 7751017 18457 SH DFND 1 18457 0 0 ILLINOIS TOOL WKS INC COM 452308109 1991024 8028 SH DFND 1 8028 0 0 ILLUMINA INC COM 452327109 444621 5604 SH DFND 1 5604 0 0 INCYTE CORP COM 45337C102 464358 7669 SH DFND 1 7669 0 0 INGERSOLL RAND INC COM 45687V106 1072642 13403 SH DFND 1 13403 0 0 INTEL CORP COM 458140100 3002103 132193 SH DFND 1 132193 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2881613 16705 SH DFND 1 16705 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 7015196 28212 SH DFND 1 28212 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 741952 9560 SH DFND 1 9560 0 0 INTERNATIONAL PAPER CO COM 460146103 1501482 28144 SH DFND 1 28144 0 0 INTERPUBLIC GROUP COS INC COM 460690100 262800 9676 SH DFND 1 9676 0 0 INTUIT COM 461202103 5217687 8498 SH DFND 1 8498 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 5432617 10969 SH DFND 1 10969 0 0 INVITATION HOMES INC COM 46187W107 660268 18946 SH DFND 1 18946 0 0 IQVIA HLDGS INC COM 46266C105 971060 5508 SH DFND 1 5508 0 0 IRON MTN INC DEL COM 46284V101 918133 10671 SH DFND 1 10671 0 0 ISHARES TR JPMORGAN USD EMG 464288281 226475 2500 SH DFND 1 2500 0 0 JACOBS SOLUTIONS INC COM 46982L108 498188 4121 SH DFND 1 4121 0 0 JOHNSON & JOHNSON COM 478160104 12164364 73350 SH DFND 1 73350 0 0 JOHNSON CTLS INTL PLC SHS G51502105 1654672 20655 SH DFND 1 20655 0 0 JPMORGAN CHASE & CO. COM 46625H100 20860312 85040 SH DFND 1 85040 0 0 JUNIPER NETWORKS INC COM 48203R104 458274 12663 SH DFND 1 12663 0 0 KELLANOVA COM 487836108 9936745 120460 SH DFND 1 120460 0 0 KENVUE INC COM 49177J102 1398562 58322 SH DFND 1 58322 0 0 KEURIG DR PEPPER INC COM 49271V100 1172685 34269 SH DFND 1 34269 0 0 KEYCORP COM 493267108 593293 37104 SH DFND 1 37104 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 907157 6057 SH DFND 1 6057 0 0 KIMBERLY-CLARK CORP COM 494368103 1413667 9940 SH DFND 1 9940 0 0 KIMCO RLTY CORP COM 49446R109 541025 25472 SH DFND 1 25472 0 0 KINDER MORGAN INC DEL COM 49456B101 2621764 91895 SH DFND 1 91895 0 0 KKR & CO INC COM 48251W104 2595098 22447 SH DFND 1 22447 0 0 KLA CORP COM NEW 482480100 8866631 13043 SH DFND 1 13043 0 0 KRAFT HEINZ CO COM 500754106 827666 27199 SH DFND 1 27199 0 0 KROGER CO COM 501044101 1490466 22019 SH DFND 1 22019 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 1038387 4961 SH DFND 1 4961 0 0 LABCORP HOLDINGS INC COM SHS 504922105 595582 2559 SH DFND 1 2559 0 0 LAM RESEARCH CORP COM NEW 512807306 11691759 160822 SH DFND 1 160822 0 0 LAS VEGAS SANDS CORP COM 517834107 605950 15686 SH DFND 1 15686 0 0 LAUDER ESTEE COS INC CL A 518439104 530772 8042 SH DFND 1 8042 0 0 LEIDOS HOLDINGS INC COM 525327102 631114 4677 SH DFND 1 4677 0 0 LENNAR CORP CL A 526057104 885987 7719 SH DFND 1 7719 0 0 LENNOX INTL INC COM 526107107 665705 1187 SH DFND 1 1187 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 742132 8245 SH DFND 1 8245 0 0 LINDE PLC SHS G54950103 9106521 19557 SH DFND 1 19557 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 821871 6294 SH DFND 1 6294 0 0 LKQ CORP COM 501889208 449350 10563 SH DFND 1 10563 0 0 LOCKHEED MARTIN CORP COM 539830109 2710636 6068 SH DFND 1 6068 0 0 LOEWS CORP COM 540424108 530688 5774 SH DFND 1 5774 0 0 LOWES COS INC COM 548661107 4017853 17227 SH DFND 1 17227 0 0 LPL FINL HLDGS INC COM 50212V100 12490532 38181 SH DFND 1 38181 0 0 LULULEMON ATHLETICA INC COM 550021109 973160 3438 SH DFND 1 3438 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 467315 6638 SH DFND 1 6638 0 0 M & T BK CORP COM 55261F104 920920 5152 SH DFND 1 5152 0 0 MANHATTAN ASSOCIATES INC COM 562750109 2490738 14394 SH DFND 1 14394 0 0 MARATHON PETE CORP COM 56585A102 1571558 10787 SH DFND 1 10787 0 0 MARKEL GROUP INC COM 570535104 805802 431 SH DFND 1 431 0 0 MARRIOTT INTL INC NEW CL A 571903202 1866773 7837 SH DFND 1 7837 0 0 MARSH & MCLENNAN COS INC COM 571748102 10759283 44090 SH DFND 1 44090 0 0 MARTIN MARIETTA MATLS INC COM 573284106 948610 1984 SH DFND 1 1984 0 0 MARVELL TECHNOLOGY INC COM 573874104 1707151 27727 SH DFND 1 27727 0 0 MASCO CORP COM 574599106 498185 7164 SH DFND 1 7164 0 0 MASTERCARD INCORPORATED CL A 57636Q104 56949120 103899 SH DFND 1 103899 0 0 MCCORMICK & CO INC COM NON VTG 579780206 802358 9748 SH DFND 1 9748 0 0 MCDONALDS CORP COM 580135101 6717517 21505 SH DFND 1 21505 0 0 MCKESSON CORP COM 58155Q103 2722918 4046 SH DFND 1 4046 0 0 MEDPACE HLDGS INC COM 58506Q109 8561180 28098 SH DFND 1 28098 0 0 MEDTRONIC PLC SHS G5960L103 7693813 85620 SH DFND 1 85620 0 0 MERCADOLIBRE INC COM 58733R102 2789744 1430 SH DFND 1 1430 0 0 MERCK & CO INC COM 58933Y105 16527509 184130 SH DFND 1 184130 0 0 META PLATFORMS INC CL A 30303M102 51309296 89023 SH DFND 1 89023 0 0 METLIFE INC COM 59156R108 1399053 17425 SH DFND 1 17425 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 9245344 7829 SH DFND 1 7829 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 787098 16259 SH DFND 1 16259 0 0 MICRON TECHNOLOGY INC COM 595112103 2948612 33935 SH DFND 1 33935 0 0 MICROSOFT CORP COM 594918104 147949082 394121 SH DFND 1 394121 0 0 MICROSTRATEGY INC CL A NEW 594972408 2073238 7192 SH DFND 1 7192 0 0 MID-AMER APT CMNTYS INC COM 59522J103 654065 3903 SH DFND 1 3903 0 0 MODERNA INC COM 60770K107 407049 14358 SH DFND 1 14358 0 0 MOLINA HEALTHCARE INC COM 60855R100 625512 1899 SH DFND 1 1899 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 377577 6203 SH DFND 1 6203 0 0 MONDELEZ INTL INC CL A 609207105 8151703 120143 SH DFND 1 120143 0 0 MONGODB INC CL A 60937P106 455338 2596 SH DFND 1 2596 0 0 MONOLITHIC PWR SYS INC COM 609839105 914628 1577 SH DFND 1 1577 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 13407810 229115 SH DFND 1 229115 0 0 MOODYS CORP COM 615369105 7980530 17137 SH DFND 1 17137 0 0 MORGAN STANLEY COM NEW 617446448 4306873 36915 SH DFND 1 36915 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 2235896 5107 SH DFND 1 5107 0 0 MSCI INC COM 55354G100 26343818 46585 SH DFND 1 46585 0 0 NASDAQ INC COM 631103108 1021834 13470 SH DFND 1 13470 0 0 NEOGEN CORP COM 640491106 189283 21832 SH DFND 1 21832 0 0 NETAPP INC COM 64110D104 5919274 67387 SH DFND 1 67387 0 0 NETFLIX INC COM 64110L106 32022148 34339 SH DFND 1 34339 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 509755 4609 SH DFND 1 4609 0 0 NEWMONT CORP COM 651639106 1682172 34842 SH DFND 1 34842 0 0 NEWS CORP NEW CL A 65249B109 425503 15632 SH DFND 1 15632 0 0 NEXTERA ENERGY INC COM 65339F101 7095026 100085 SH DFND 1 100085 0 0 NIKE INC CL B 654106103 2281662 35943 SH DFND 1 35943 0 0 NISOURCE INC COM 65473P105 715847 17856 SH DFND 1 17856 0 0 NORDSON CORP COM 655663102 385487 1911 SH DFND 1 1911 0 0 NORDSTROM INC COM 655664100 9530610 389800 SH DFND 1 389800 0 0 NORFOLK SOUTHN CORP COM 655844108 1640660 6927 SH DFND 1 6927 0 0 NORTHERN TR CORP COM 665859104 620015 6285 SH DFND 1 6285 0 0 NORTHROP GRUMMAN CORP COM 666807102 1941030 3791 SH DFND 1 3791 0 0 NRG ENERGY INC COM NEW 629377508 792127 8298 SH DFND 1 8298 0 0 NUCOR CORP COM 670346105 914825 7602 SH DFND 1 7602 0 0 NVIDIA CORPORATION COM 67066G104 136414871 1258672 SH DFND 1 1258672 0 0 NVR INC COM 62944T105 688217 95 SH DFND 1 95 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1417087 7456 SH DFND 1 7456 0 0 OCCIDENTAL PETE CORP COM 674599105 1105960 22406 SH DFND 1 22406 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 5720930 34578 SH DFND 1 34578 0 0 OMNICOM GROUP INC COM 681919106 529049 6381 SH DFND 1 6381 0 0 ON SEMICONDUCTOR CORP COM 682189105 529987 13025 SH DFND 1 13025 0 0 ONEOK INC NEW COM 682680103 2047008 20631 SH DFND 1 20631 0 0 ORACLE CORP COM 68389X105 7156454 51187 SH DFND 1 51187 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 40477548 28255 SH DFND 1 28255 0 0 OTIS WORLDWIDE CORP COM 68902V107 1061412 10285 SH DFND 1 10285 0 0 OWENS CORNING NEW COM 690742101 451597 3162 SH DFND 1 3162 0 0 PACCAR INC COM 693718108 8846454 90854 SH DFND 1 90854 0 0 PACKAGING CORP AMER COM 695156109 628515 3174 SH DFND 1 3174 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 5484228 64979 SH DFND 1 64979 0 0 PALO ALTO NETWORKS INC COM 697435105 3463139 20295 SH DFND 1 20295 0 0 PARKER-HANNIFIN CORP COM 701094104 2370615 3900 SH DFND 1 3900 0 0 PATRIA INVESTMENTS LIMITED COM CL A G69451105 139770 12380 SH DFND 1 12380 0 0 PAYCHEX INC COM 704326107 14796686 95908 SH DFND 1 95908 0 0 PAYCOM SOFTWARE INC COM 70432V102 478690 2191 SH DFND 1 2191 0 0 PAYPAL HLDGS INC COM 70450Y103 5305347 81308 SH DFND 1 81308 0 0 PENTAIR PLC SHS G7S00T104 575356 6577 SH DFND 1 6577 0 0 PEPSICO INC COM 713448108 6085615 40587 SH DFND 1 40587 0 0 PFIZER INC COM 717081103 4250684 167746 SH DFND 1 167746 0 0 PG&E CORP COM 69331C108 1067359 62128 SH DFND 1 62128 0 0 PHILIP MORRIS INTL INC COM 718172109 24578388 154844 SH DFND 1 154844 0 0 PHILLIPS 66 COM 718546104 2659389 21537 SH DFND 1 21537 0 0 PINTEREST INC CL A 72352L106 605554 19534 SH DFND 1 19534 0 0 PNC FINL SVCS GROUP INC COM 693475105 2151776 12242 SH DFND 1 12242 0 0 POOL CORP COM 73278L105 15597877 48996 SH DFND 1 48996 0 0 PPG INDS INC COM 693506107 1204381 11014 SH DFND 1 11014 0 0 PPL CORP COM 69351T106 2428686 67258 SH DFND 1 67258 0 0 PRICE T ROWE GROUP INC COM 74144T108 534132 5814 SH DFND 1 5814 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 602824 7145 SH DFND 1 7145 0 0 PROCTER AND GAMBLE CO COM 742718109 12098797 70994 SH DFND 1 70994 0 0 PROGRESSIVE CORP COM 743315103 5152197 18205 SH DFND 1 18205 0 0 PROLOGIS INC. COM 74340W103 3112234 27840 SH DFND 1 27840 0 0 PRUDENTIAL FINL INC COM 744320102 1157563 10365 SH DFND 1 10365 0 0 PTC INC COM 69370C100 612362 3952 SH DFND 1 3952 0 0 PUBLIC STORAGE OPER CO COM 74460D109 1406064 4698 SH DFND 1 4698 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1245857 15138 SH DFND 1 15138 0 0 PULTE GROUP INC COM 745867101 763187 7424 SH DFND 1 7424 0 0 QUALCOMM INC COM 747525103 15837498 103102 SH DFND 1 103102 0 0 QUANTA SVCS INC COM 74762E102 1301910 5122 SH DFND 1 5122 0 0 QUEST DIAGNOSTICS INC COM 74834L100 577310 3412 SH DFND 1 3412 0 0 RAYMOND JAMES FINL INC COM 754730109 913194 6574 SH DFND 1 6574 0 0 REALTY INCOME CORP COM 756109104 1480589 25523 SH DFND 1 25523 0 0 REGENCY CTRS CORP COM 758849103 426259 5779 SH DFND 1 5779 0 0 REGENERON PHARMACEUTICALS COM 75886F107 9552772 15062 SH DFND 1 15062 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 522085 24026 SH DFND 1 24026 0 0 REPUBLIC SVCS INC COM 760759100 1567744 6474 SH DFND 1 6474 0 0 RESMED INC COM 761152107 1078509 4818 SH DFND 1 4818 0 0 REVVITY INC COM 714046109 474830 4488 SH DFND 1 4488 0 0 ROBINHOOD MKTS INC COM CL A 770700102 885965 21287 SH DFND 1 21287 0 0 ROCKWELL AUTOMATION INC COM 773903109 957815 3707 SH DFND 1 3707 0 0 ROKU INC COM CL A 77543R102 398338 5655 SH DFND 1 5655 0 0 ROLLINS INC COM 775711104 15769250 291861 SH DFND 1 291861 0 0 ROPER TECHNOLOGIES INC COM 776696106 1789375 3035 SH DFND 1 3035 0 0 ROSS STORES INC COM 778296103 1352529 10584 SH DFND 1 10584 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 1679267 8174 SH DFND 1 8174 0 0 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 374899 12043 SH DFND 1 12043 0 0 RPM INTL INC COM 749685103 516858 4468 SH DFND 1 4468 0 0 RTX CORPORATION COM 75513E101 5242105 39575 SH DFND 1 39575 0 0 S&P GLOBAL INC COM 78409V104 4888430 9621 SH DFND 1 9621 0 0 SALESFORCE INC COM 79466L302 27471476 102368 SH DFND 1 102368 0 0 SCHLUMBERGER LTD COM STK 806857108 2464612 58962 SH DFND 1 58962 0 0 SCHWAB CHARLES CORP COM 808513105 4077605 52090 SH DFND 1 52090 0 0 SEA LTD SPONSORD ADS 81141R100 3436454 26335 SH DFND 1 26335 0 0 SEI INVTS CO COM 784117103 208437 2685 SH DFND 1 2685 0 0 SEMPRA COM 816851109 1419493 19892 SH DFND 1 19892 0 0 SERVICENOW INC COM 81762P102 5068227 6366 SH DFND 1 6366 0 0 SHERWIN WILLIAMS CO COM 824348106 3605387 10325 SH DFND 1 10325 0 0 SIMON PPTY GROUP INC NEW COM 828806109 1612969 9712 SH DFND 1 9712 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 340083 5262 SH DFND 1 5262 0 0 SMITH A O CORP COM 831865209 261571 4002 SH DFND 1 4002 0 0 SMUCKER J M CO COM NEW 832696405 645453 5451 SH DFND 1 5451 0 0 SMURFIT WESTROCK PLC SHS G8267P108 811170 18002 SH DFND 1 18002 0 0 SNAP ON INC COM 833034101 616054 1828 SH DFND 1 1828 0 0 SNOWFLAKE INC CL A 833445109 1415998 9688 SH DFND 1 9688 0 0 SOLVENTUM CORP COM SHS 83444M101 397461 5227 SH DFND 1 5227 0 0 SOUTHERN CO COM 842587107 4586374 49879 SH DFND 1 49879 0 0 SOUTHWEST AIRLS CO COM 844741108 287445 8560 SH DFND 1 8560 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 493695 6900 SH DFND 1 6900 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 2606592 4739 SH DFND 1 4739 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 677428 8110 SH DFND 1 8110 0 0 STANLEY BLACK & DECKER INC COM 854502101 414768 5395 SH DFND 1 5395 0 0 STARBUCKS CORP COM 855244109 9809294 100003 SH DFND 1 100003 0 0 STATE STR CORP COM 857477103 818394 9141 SH DFND 1 9141 0 0 STEEL DYNAMICS INC COM 858119100 651542 5209 SH DFND 1 5209 0 0 STERIS PLC SHS USD G8473T100 733666 3237 SH DFND 1 3237 0 0 STRYKER CORPORATION COM 863667101 3848321 10338 SH DFND 1 10338 0 0 SUN CMNTYS INC COM 866674104 618372 4807 SH DFND 1 4807 0 0 SUPER MICRO COMPUTER INC COM NEW 86800U302 654258 19108 SH DFND 1 19108 0 0 SYNCHRONY FINANCIAL COM 87165B103 761965 14393 SH DFND 1 14393 0 0 SYNOPSYS INC COM 871607107 2025459 4723 SH DFND 1 4723 0 0 SYSCO CORP COM 871829107 1343966 17910 SH DFND 1 17910 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16502392 99412 SH DFND 1 99412 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1260909 6084 SH DFND 1 6084 0 0 TARGA RES CORP COM 87612G101 1437771 7172 SH DFND 1 7172 0 0 TARGET CORP COM 87612E106 1478259 14165 SH DFND 1 14165 0 0 TE CONNECTIVITY PLC ORD SHS G87052109 1197122 8471 SH DFND 1 8471 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 859545 1727 SH DFND 1 1727 0 0 TEMPUS AI INC CL A 88023B103 348148 7217 SH DFND 1 7217 0 0 TERADYNE INC COM 880770102 438689 5311 SH DFND 1 5311 0 0 TESLA INC COM 88160R101 22725481 87689 SH DFND 1 87689 0 0 TEXAS INSTRS INC COM 882508104 4917491 27365 SH DFND 1 27365 0 0 TEXTRON INC COM 883203101 444699 6155 SH DFND 1 6155 0 0 THE CAMPBELLS COMPANY COM 134429109 363631 9109 SH DFND 1 9109 0 0 THE CIGNA GROUP COM 125523100 2664900 8100 SH DFND 1 8100 0 0 THE TRADE DESK INC COM CL A 88339J105 776367 14188 SH DFND 1 14188 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5704486 11464 SH DFND 1 11464 0 0 TJX COS INC NEW COM 872540109 31340723 257313 SH DFND 1 257313 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 6346963 41535 SH DFND 1 41535 0 0 T-MOBILE US INC COM 872590104 4378845 16418 SH DFND 1 16418 0 0 TPG INC COM CL A 872657101 236676 4990 SH DFND 1 4990 0 0 TRACTOR SUPPLY CO COM 892356106 2230228 40476 SH DFND 1 40476 0 0 TRADEWEB MKTS INC CL A 892672106 645801 4350 SH DFND 1 4350 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 2334519 6929 SH DFND 1 6929 0 0 TRANSDIGM GROUP INC COM 893641100 2341910 1693 SH DFND 1 1693 0 0 TRANSUNION COM 89400J107 624832 7529 SH DFND 1 7529 0 0 TRAVELERS COMPANIES INC COM 89417E109 1715816 6488 SH DFND 1 6488 0 0 TRIMBLE INC COM 896239100 592360 9023 SH DFND 1 9023 0 0 TRIUMPH GROUP INC NEW COM 896818101 9441684 372600 SH DFND 1 372600 0 0 TRUIST FINL CORP COM 89832Q109 1583370 38478 SH DFND 1 38478 0 0 TRUPANION INC COM 898202106 443513 11900 SH DFND 1 11900 0 0 TWILIO INC CL A 90138F102 611742 6248 SH DFND 1 6248 0 0 TYLER TECHNOLOGIES INC COM 902252105 884294 1521 SH DFND 1 1521 0 0 TYSON FOODS INC CL A 902494103 646204 10127 SH DFND 1 10127 0 0 UBER TECHNOLOGIES INC COM 90353T100 4229887 58055 SH DFND 1 58055 0 0 UDR INC COM 902653104 479163 10608 SH DFND 1 10608 0 0 ULTA BEAUTY INC COM 90384S303 8075243 22031 SH DFND 1 22031 0 0 UNION PAC CORP COM 907818108 9035471 38247 SH DFND 1 38247 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2352026 21384 SH DFND 1 21384 0 0 UNITED RENTALS INC COM 911363109 1341765 2141 SH DFND 1 2141 0 0 UNITEDHEALTH GROUP INC COM 91324P102 56408399 107701 SH DFND 1 107701 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 395342 2104 SH DFND 1 2104 0 0 US BANCORP DEL COM NEW 902973304 1999159 47351 SH DFND 1 47351 0 0 VALERO ENERGY CORP COM 91913Y100 1309210 9913 SH DFND 1 9913 0 0 VEEVA SYS INC CL A COM 922475108 1109044 4788 SH DFND 1 4788 0 0 VENTAS INC COM 92276F100 983474 14303 SH DFND 1 14303 0 0 VERALTO CORP COM SHS 92338C103 743544 7630 SH DFND 1 7630 0 0 VERISIGN INC COM 92343E102 647369 2550 SH DFND 1 2550 0 0 VERISK ANALYTICS INC COM 92345Y106 28119138 94480 SH DFND 1 94480 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 5687282 125381 SH DFND 1 125381 0 0 VERONA PHARMA PLC SPONSORED ADS 925050106 698200 10997 SH DFND 1 10997 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 3977948 8205 SH DFND 1 8205 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 886399 12277 SH DFND 1 12277 0 0 VIATRIS INC COM 92556V106 359732 41301 SH DFND 1 41301 0 0 VICI PPTYS INC COM 925652109 973446 29842 SH DFND 1 29842 0 0 VISA INC COM CL A 92826C839 62010392 176940 SH DFND 1 176940 0 0 VISTRA CORP COM 92840M102 1323196 11267 SH DFND 1 11267 0 0 VULCAN MATLS CO COM 929160109 1031186 4420 SH DFND 1 4420 0 0 WABTEC COM 929740108 1141598 6295 SH DFND 1 6295 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 342662 30677 SH DFND 1 30677 0 0 WALMART INC COM 931142103 11927237 135861 SH DFND 1 135861 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 893916 83310 SH DFND 1 83310 0 0 WASTE CONNECTIONS INC COM 94106B101 1494375 7656 SH DFND 1 7656 0 0 WASTE MGMT INC DEL COM 94106L109 2773490 11980 SH DFND 1 11980 0 0 WATERS CORP COM 941848103 5396233 14641 SH DFND 1 14641 0 0 WEC ENERGY GROUP INC COM 92939U106 1069966 9818 SH DFND 1 9818 0 0 WELLS FARGO CO NEW COM 949746101 7289341 101537 SH DFND 1 101537 0 0 WELLTOWER INC COM 95040Q104 3091778 20180 SH DFND 1 20180 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 5596328 24997 SH DFND 1 24997 0 0 WESTERN DIGITAL CORP COM 958102105 507801 12560 SH DFND 1 12560 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 697098 23808 SH DFND 1 23808 0 0 WILLIAMS COS INC COM 969457100 2376595 39769 SH DFND 1 39769 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 1011146 2992 SH DFND 1 2992 0 0 WIX COM LTD SHS M98068105 442923 2711 SH DFND 1 2711 0 0 WORKDAY INC CL A 98138H101 1542933 6607 SH DFND 1 6607 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E303 755058 12200 SH DFND 1 12200 0 0 WP CAREY INC COM 92936U109 418987 6639 SH DFND 1 6639 0 0 XCEL ENERGY INC COM 98389B100 1166478 16478 SH DFND 1 16478 0 0 XYLEM INC COM 98419M100 957352 8014 SH DFND 1 8014 0 0 YUM BRANDS INC COM 988498101 12221207 77664 SH DFND 1 77664 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 527257 1866 SH DFND 1 1866 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 647390 5720 SH DFND 1 5720 0 0 ZOETIS INC CL A 98978V103 34018830 206613 SH DFND 1 206613 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 654635 8874 SH DFND 1 8874 0 0 ZSCALER INC COM 98980G102 727011 3664 SH DFND 1 3664 0 0