The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 13,421 76,784 SH   DFND 1 76,784 0 0
ABBOTT LABS COM 002824100 2,884 26,341 SH   DFND 1 26,341 0 0
ABBVIE INC COM 00287Y109 5,005 46,714 SH   DFND 1 46,714 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7,688 29,434 SH   DFND 1 29,434 0 0
ACTIVISION BLIZZARD INC COM 00507V109 3,440 37,049 SH   DFND 1 37,049 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 8,247 16,491 SH   DFND 1 16,491 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30,193 129,733 SH   DFND 1 129,733 0 0
ALLETE INC COM NEW 018522300 511 8,245 SH   DFND 1 8,245 0 0
ALLSTATE CORP COM 020002101 3,911 35,577 SH   DFND 1 35,577 0 0
ALPHABET INC CAP STK CL A 02079K305 28,656 16,350 SH   DFND 1 16,350 0 0
AMAZON COM INC COM 023135106 43,122 13,240 SH   DFND 1 13,240 0 0
AMDOCS LTD SHS G02602103 635 8,946 SH   DFND 1 8,946 0 0
AMER STATES WTR CO COM 029899101 299 3,761 SH   DFND 1 3,761 0 0
AMERISAFE INC COM 03071H100 535 9,313 SH   DFND 1 9,313 0 0
AMGEN INC COM 031162100 14,470 62,935 SH   DFND 1 62,935 0 0
AMPHENOL CORP NEW CL A 032095101 922 7,047 SH   DFND 1 7,047 0 0
ANALOG DEVICES INC COM 032654105 691 4,678 SH   DFND 1 4,678 0 0
ANAPLAN INC COM 03272L108 6,222 86,597 SH   DFND 1 86,597 0 0
ANTHEM INC COM 036752103 941 2,932 SH   DFND 1 2,932 0 0
AON PLC SHS CL A G0403H108 3,404 16,112 SH   DFND 1 16,112 0 0
APPLE INC COM 037833100 20,268 152,749 SH   DFND 1 152,749 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,481 29,419 SH   DFND 1 29,419 0 0
AT&T INC COM 00206R102 5,869 204,056 SH   DFND 1 204,056 0 0
ATLASSIAN CORP PLC CL A G06242104 7,143 30,543 SH   DFND 1 30,543 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,533 14,375 SH   DFND 1 14,375 0 0
AVALARA INC COM 05338G106 5,996 36,364 SH   DFND 1 36,364 0 0
AVISTA CORP COM 05379B107 256 6,367 SH   DFND 1 6,367 0 0
BADGER METER INC COM 056525108 672 7,144 SH   DFND 1 7,144 0 0
BAIDU INC SPON ADR REP A 056752108 4,325 20,002 SH   DFND 1 20,002 0 0
BILIBILI INC SPONS ADS REP Z 090040106 11,725 136,779 SH   DFND 1 136,779 0 0
BIO-TECHNE CORP COM 09073M104 2,773 8,732 SH   DFND 1 8,732 0 0
BLACK HILLS CORP COM 092113109 346 5,630 SH   DFND 1 5,630 0 0
BOOKING HOLDINGS INC COM 09857L108 3,272 1,469 SH   DFND 1 1,469 0 0
BORGWARNER INC COM 099724106 938 24,283 SH   DFND 1 24,283 0 0
BRADY CORP CL A 104674106 891 16,860 SH   DFND 1 16,860 0 0
BROADCOM INC COM 11135F101 805 1,839 SH   DFND 1 1,839 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 584 3,812 SH   DFND 1 3,812 0 0
BROWN FORMAN CORP CL B 115637209 984 12,386 SH   DFND 1 12,386 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,004 10,700 SH   DFND 1 10,700 0 0
CARTERS INC COM 146229109 775 8,236 SH   DFND 1 8,236 0 0
CASEYS GEN STORES INC COM 147528103 699 3,915 SH   DFND 1 3,915 0 0
CDK GLOBAL INC COM 12508E101 2,003 38,648 SH   DFND 1 38,648 0 0
CERNER CORP COM 156782104 997 12,699 SH   DFND 1 12,699 0 0
CHEWY INC CL A 16679L109 9,207 102,429 SH   DFND 1 102,429 0 0
CHURCH & DWIGHT INC COM 171340102 869 9,961 SH   DFND 1 9,961 0 0
CINTAS CORP COM 172908105 1,001 2,832 SH   DFND 1 2,832 0 0
CISCO SYS INC COM 17275R102 18,417 411,561 SH   DFND 1 411,561 0 0
CITRIX SYS INC COM 177376100 556 4,275 SH   DFND 1 4,275 0 0
CLOROX CO DEL COM 189054109 2,319 11,483 SH   DFND 1 11,483 0 0
CME GROUP INC COM 12572Q105 2,110 11,591 SH   DFND 1 11,591 0 0
COCA COLA CO COM 191216100 14,381 262,235 SH   DFND 1 262,235 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 1,275 21,297 SH   DFND 1 21,297 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,264 15,425 SH   DFND 1 15,425 0 0
COHEN & STEERS INC COM 19247A100 877 11,797 SH   DFND 1 11,797 0 0
COLGATE PALMOLIVE CO COM 194162103 6,632 77,559 SH   DFND 1 77,559 0 0
COMCAST CORP NEW CL A 20030N101 12,955 247,233 SH   DFND 1 247,233 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,645 17,635 SH   DFND 1 17,635 0 0
COUPA SOFTWARE INC COM 22266L106 8,041 23,725 SH   DFND 1 23,725 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 12,692 59,921 SH   DFND 1 59,921 0 0
CSG SYS INTL INC COM 126349109 1,023 22,695 SH   DFND 1 22,695 0 0
CSX CORP COM 126408103 1,185 13,057 SH   DFND 1 13,057 0 0
CUMMINS INC COM 231021106 1,113 4,902 SH   DFND 1 4,902 0 0
CVS HEALTH CORP COM 126650100 2,045 29,948 SH   DFND 1 29,948 0 0
DOCUSIGN INC COM 256163106 9,639 43,359 SH   DFND 1 43,359 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 3,226 33,210 SH   DFND 1 33,210 0 0
DOLLAR GEN CORP NEW COM 256677105 1,423 6,765 SH   DFND 1 6,765 0 0
DONALDSON INC COM 257651109 1,710 30,604 SH   DFND 1 30,604 0 0
EATON VANCE CORP COM NON VTG 278265103 2,605 38,347 SH   DFND 1 38,347 0 0
EBAY INC. COM 278642103 3,365 66,964 SH   DFND 1 66,964 0 0
ELASTIC N V ORD SHS N14506104 6,414 43,895 SH   DFND 1 43,895 0 0
ELECTRONIC ARTS INC COM 285512109 1,936 13,483 SH   DFND 1 13,483 0 0
EMERSON ELEC CO COM 291011104 1,232 15,329 SH   DFND 1 15,329 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,798 33,837 SH   DFND 1 33,837 0 0
ENNIS INC COM 293389102 406 22,746 SH   DFND 1 22,746 0 0
ERIE INDTY CO CL A 29530P102 2,397 9,761 SH   DFND 1 9,761 0 0
ETSY INC COM 29786A106 8,654 48,642 SH   DFND 1 48,642 0 0
EVERCORE INC CLASS A 29977A105 1,688 15,392 SH   DFND 1 15,392 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,825 19,189 SH   DFND 1 19,189 0 0
EXPONENT INC COM 30214U102 973 10,806 SH   DFND 1 10,806 0 0
FACEBOOK INC CL A 30303M102 25,390 92,951 SH   DFND 1 92,951 0 0
FARFETCH LTD ORD SH CL A 30744W107 8,701 136,351 SH   DFND 1 136,351 0 0
FASTENAL CO COM 311900104 2,316 47,440 SH   DFND 1 47,440 0 0
FASTLY INC CL A 31188V100 8,091 92,604 SH   DFND 1 92,604 0 0
FEDERATED HERMES INC CL B 314211103 498 17,255 SH   DFND 1 17,255 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,546 65,125 SH   DFND 1 65,125 0 0
FIRST AMERN FINL CORP COM 31847R102 2,122 41,108 SH   DFND 1 41,108 0 0
FIRSTCASH INC COM 33767D105 1,630 23,270 SH   DFND 1 23,270 0 0
FLIR SYS INC COM 302445101 2,185 49,849 SH   DFND 1 49,849 0 0
FLOWERS FOODS INC COM 343498101 2,072 91,562 SH   DFND 1 91,562 0 0
FORTINET INC COM 34959E109 4,658 31,362 SH   DFND 1 31,362 0 0
FRANKLIN ELEC INC COM 353514102 298 4,300 SH   DFND 1 4,300 0 0
GARMIN LTD SHS H2906T109 1,238 10,344 SH   DFND 1 10,344 0 0
GENERAL DYNAMICS CORP COM 369550108 2,198 14,770 SH   DFND 1 14,770 0 0
GENERAL MLS INC COM 370334104 1,635 27,814 SH   DFND 1 27,814 0 0
GENPACT LIMITED SHS G3922B107 1,916 46,322 SH   DFND 1 46,322 0 0
GENTEX CORP COM 371901109 2,769 81,619 SH   DFND 1 81,619 0 0
GRACO INC COM 384109104 2,633 36,395 SH   DFND 1 36,395 0 0
GRAHAM HLDGS CO COM CL B 384637104 802 1,504 SH   DFND 1 1,504 0 0
HAMILTON LANE INC CL A 407497106 571 7,315 SH   DFND 1 7,315 0 0
HANESBRANDS INC COM 410345102 619 42,453 SH   DFND 1 42,453 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 431 12,189 SH   DFND 1 12,189 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 533 18,955 SH   DFND 1 18,955 0 0
HENRY JACK & ASSOC INC COM 426281101 416 2,565 SH   DFND 1 2,565 0 0
HERSHEY CO COM 427866108 1,332 8,744 SH   DFND 1 8,744 0 0
HILL ROM HLDGS INC COM 431475102 1,794 18,311 SH   DFND 1 18,311 0 0
HOME DEPOT INC COM 437076102 27,967 105,289 SH   DFND 1 105,289 0 0
HONEYWELL INTL INC COM 438516106 15,845 74,496 SH   DFND 1 74,496 0 0
HORMEL FOODS CORP COM 440452100 1,516 32,527 SH   DFND 1 32,527 0 0
HOULIHAN LOKEY INC CL A 441593100 2,497 37,147 SH   DFND 1 37,147 0 0
HUBSPOT INC COM 443573100 5,820 14,681 SH   DFND 1 14,681 0 0
IDACORP INC COM 451107106 779 8,112 SH   DFND 1 8,112 0 0
IDEX CORP COM 45167R104 1,011 5,076 SH   DFND 1 5,076 0 0
ILLINOIS TOOL WKS INC COM 452308109 6,872 33,706 SH   DFND 1 33,706 0 0
INGREDION INC COM 457187102 2,126 27,027 SH   DFND 1 27,027 0 0
INTEL CORP COM 458140100 8,893 178,496 SH   DFND 1 178,496 0 0
INTERDIGITAL INC COM 45867G101 439 7,235 SH   DFND 1 7,235 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,088 16,591 SH   DFND 1 16,591 0 0
INTERPUBLIC GROUP COS INC COM 460690100 2,986 126,969 SH   DFND 1 126,969 0 0
INTUIT COM 461202103 4,781 12,587 SH   DFND 1 12,587 0 0
ITT INC COM 45073V108 434 5,632 SH   DFND 1 5,632 0 0
J & J SNACK FOODS CORP COM 466032109 934 6,014 SH   DFND 1 6,014 0 0
JD.COM INC SPON ADR CL A 47215P106 10,484 119,272 SH   DFND 1 119,272 0 0
JOHNSON & JOHNSON COM 478160104 30,759 195,447 SH   DFND 1 195,447 0 0
JPMORGAN CHASE & CO COM 46625H100 4,073 32,057 SH   DFND 1 32,057 0 0
KELLOGG CO COM 487836108 571 9,178 SH   DFND 1 9,178 0 0
KEMPER CORP COM 488401100 514 6,694 SH   DFND 1 6,694 0 0
KIMBERLY-CLARK CORP COM 494368103 4,765 35,339 SH   DFND 1 35,339 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 921 4,870 SH   DFND 1 4,870 0 0
LANCASTER COLONY CORP COM 513847103 1,894 10,310 SH   DFND 1 10,310 0 0
LANDSTAR SYS INC COM 515098101 544 4,038 SH   DFND 1 4,038 0 0
LAZARD LTD SHS A G54050102 1,285 30,372 SH   DFND 1 30,372 0 0
LEAR CORP COM NEW 521865204 617 3,881 SH   DFND 1 3,881 0 0
LEGGETT & PLATT INC COM 524660107 1,550 34,988 SH   DFND 1 34,988 0 0
LILLY ELI & CO COM 532457108 12,108 71,715 SH   DFND 1 71,715 0 0
LITTELFUSE INC COM 537008104 870 3,415 SH   DFND 1 3,415 0 0
LOCKHEED MARTIN CORP COM 539830109 13,922 39,220 SH   DFND 1 39,220 0 0
LOWES COS INC COM 548661107 3,832 23,875 SH   DFND 1 23,875 0 0
M D C HLDGS INC COM 552676108 545 11,205 SH   DFND 1 11,205 0 0
MANTECH INTL CORP CL A 564563104 1,421 15,973 SH   DFND 1 15,973 0 0
MARSH & MCLENNAN COS INC COM 571748102 7,105 60,730 SH   DFND 1 60,730 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,063 8,580 SH   DFND 1 8,580 0 0
MATCH GROUP INC NEW COM 57667L107 4,847 32,060 SH   DFND 1 32,060 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 738 8,330 SH   DFND 1 8,330 0 0
MAXIMUS INC COM 577933104 2,192 29,949 SH   DFND 1 29,949 0 0
MCDONALDS CORP COM 580135101 11,121 51,827 SH   DFND 1 51,827 0 0
MDU RES GROUP INC COM 552690109 872 33,099 SH   DFND 1 33,099 0 0
MEDTRONIC PLC SHS G5960L103 6,830 58,310 SH   DFND 1 58,310 0 0
MERCADOLIBRE INC COM 58733R102 13,078 7,807 SH   DFND 1 7,807 0 0
MERCK & CO. INC COM 58933Y105 25,612 313,102 SH   DFND 1 313,102 0 0
MICROSOFT CORP COM 594918104 55,706 250,452 SH   DFND 1 250,452 0 0
MOELIS & CO CL A 60786M105 1,132 24,205 SH   DFND 1 24,205 0 0
MONDELEZ INTL INC CL A 609207105 2,537 43,388 SH   DFND 1 43,388 0 0
MONGODB INC CL A 60937P106 9,219 25,676 SH   DFND 1 25,676 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,020 5,517 SH   DFND 1 5,517 0 0
MOODYS CORP COM 615369105 2,539 8,749 SH   DFND 1 8,749 0 0
MORNINGSTAR INC COM 617700109 1,134 4,897 SH   DFND 1 4,897 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,058 6,224 SH   DFND 1 6,224 0 0
MSA SAFETY INC COM 553498106 645 4,319 SH   DFND 1 4,319 0 0
MSC INDL DIRECT INC CL A 553530106 2,876 34,075 SH   DFND 1 34,075 0 0
MSCI INC COM 55354G100 2,071 4,639 SH   DFND 1 4,639 0 0
NATIONAL FUEL GAS CO N J COM 636180101 355 8,627 SH   DFND 1 8,627 0 0
NATIONAL HEALTHCARE CORP COM 635906100 2,334 35,147 SH   DFND 1 35,147 0 0
NATIONAL INSTRS CORP COM 636518102 2,681 61,008 SH   DFND 1 61,008 0 0
NETEASE INC SPONSORED ADS 64110W102 9,200 96,067 SH   DFND 1 96,067 0 0
NETFLIX INC COM 64110L106 10,197 18,857 SH   DFND 1 18,857 0 0
NEW JERSEY RES CORP COM 646025106 417 11,744 SH   DFND 1 11,744 0 0
NEW YORK TIMES CO CL A 650111107 570 11,009 SH   DFND 1 11,009 0 0
NEXTERA ENERGY INC COM 65339F101 8,135 105,446 SH   DFND 1 105,446 0 0
NIC INC COM 62914B100 627 24,277 SH   DFND 1 24,277 0 0
NIKE INC CL B 654106103 3,901 27,578 SH   DFND 1 27,578 0 0
NORFOLK SOUTHN CORP COM 655844108 1,171 4,930 SH   DFND 1 4,930 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,658 12,006 SH   DFND 1 12,006 0 0
NORTHWESTERN CORP COM NEW 668074305 410 7,032 SH   DFND 1 7,032 0 0
OKTA INC CL A 679295105 8,648 34,013 SH   DFND 1 34,013 0 0
ONE GAS INC COM 68235P108 584 7,606 SH   DFND 1 7,606 0 0
ORACLE CORP COM 68389X105 7,627 117,897 SH   DFND 1 117,897 0 0
OTTER TAIL CORP COM 689648103 280 6,570 SH   DFND 1 6,570 0 0
PACCAR INC COM 693718108 859 9,960 SH   DFND 1 9,960 0 0
PALO ALTO NETWORKS INC COM 697435105 5,440 15,308 SH   DFND 1 15,308 0 0
PAYCHEX INC COM 704326107 1,734 18,605 SH   DFND 1 18,605 0 0
PEPSICO INC COM 713448108 13,992 94,351 SH   DFND 1 94,351 0 0
PFIZER INC COM 717081103 19,288 524,000 SH   DFND 1 524,000 0 0
PHILIP MORRIS INTL INC COM 718172109 7,287 88,014 SH   DFND 1 88,014 0 0
PINDUODUO INC SPONSORED ADS 722304102 21,033 118,380 SH   DFND 1 118,380 0 0
PINTEREST INC CL A 72352L106 9,252 140,396 SH   DFND 1 140,396 0 0
PNM RES INC COM 69349H107 280 5,770 SH   DFND 1 5,770 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 804 18,809 SH   DFND 1 18,809 0 0
PREMIER INC CL A 74051N102 1,637 46,650 SH   DFND 1 46,650 0 0
PRICE T ROWE GROUP INC COM 74144T108 4,047 26,731 SH   DFND 1 26,731 0 0
PROCTER AND GAMBLE CO COM 742718109 26,177 188,136 SH   DFND 1 188,136 0 0
PROGRESS SOFTWARE CORP COM 743312100 641 14,191 SH   DFND 1 14,191 0 0
RADIAN GROUP INC COM 750236101 597 29,492 SH   DFND 1 29,492 0 0
RINGCENTRAL INC CL A 76680R206 7,482 19,744 SH   DFND 1 19,744 0 0
ROBERT HALF INTL INC COM 770323103 2,636 42,184 SH   DFND 1 42,184 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,142 4,552 SH   DFND 1 4,552 0 0
ROKU INC COM CL A 77543R102 10,745 32,362 SH   DFND 1 32,362 0 0
S&P GLOBAL INC COM 78409V104 8,233 25,045 SH   DFND 1 25,045 0 0
SAFETY INS GROUP INC COM 78648T100 1,200 15,406 SH   DFND 1 15,406 0 0
SALESFORCE COM INC COM 79466L302 8,033 36,099 SH   DFND 1 36,099 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 927 9,795 SH   DFND 1 9,795 0 0
SERVICE CORP INTL COM 817565104 2,436 49,615 SH   DFND 1 49,615 0 0
SERVICENOW INC COM 81762P102 9,908 18,001 SH   DFND 1 18,001 0 0
SHOPIFY INC CL A 82509L107 15,801 14,006 SH   DFND 1 14,006 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 490 5,240 SH   DFND 1 5,240 0 0
SMARTSHEET INC COM CL A 83200N103 8,595 124,050 SH   DFND 1 124,050 0 0
SMITH A O CORP COM 831865209 2,435 44,420 SH   DFND 1 44,420 0 0
SNAP INC CL A 83304A106 10,961 218,917 SH   DFND 1 218,917 0 0
SNAP ON INC COM 833034101 2,492 14,559 SH   DFND 1 14,559 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 213 3,502 SH   DFND 1 3,502 0 0
SPIRE INC COM 84857L101 246 3,834 SH   DFND 1 3,834 0 0
SPLUNK INC COM 848637104 5,803 34,158 SH   DFND 1 34,158 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 7,340 23,327 SH   DFND 1 23,327 0 0
STARBUCKS CORP COM 855244109 4,329 40,470 SH   DFND 1 40,470 0 0
STEWART INFORMATION SVCS COR COM 860372101 861 17,809 SH   DFND 1 17,809 0 0
STRYKER CORPORATION COM 863667101 1,278 5,217 SH   DFND 1 5,217 0 0
TARGET CORP COM 87612E106 2,592 14,682 SH   DFND 1 14,682 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 7,296 379,185 SH   DFND 1 379,185 0 0
TETRA TECH INC NEW COM 88162G103 676 5,842 SH   DFND 1 5,842 0 0
TEXAS INSTRS INC COM 882508104 13,130 79,995 SH   DFND 1 79,995 0 0
THE TRADE DESK INC COM CL A 88339J105 7,623 9,517 SH   DFND 1 9,517 0 0
TOOTSIE ROLL INDS INC COM 890516107 550 18,505 SH   DFND 1 18,505 0 0
TORO CO COM 891092108 2,497 26,324 SH   DFND 1 26,324 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,052 7,248 SH   DFND 1 7,248 0 0
TWILIO INC CL A 90138F102 8,603 25,415 SH   DFND 1 25,415 0 0
TWITTER INC COM 90184L102 4,442 82,023 SH   DFND 1 82,023 0 0
UGI CORP NEW COM 902681105 913 26,102 SH   DFND 1 26,102 0 0
UNIFIRST CORP MASS COM 904708104 272 1,283 SH   DFND 1 1,283 0 0
UNION PAC CORP COM 907818108 6,844 32,871 SH   DFND 1 32,871 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,525 44,688 SH   DFND 1 44,688 0 0
UNITEDHEALTH GROUP INC COM 91324P102 15,661 44,658 SH   DFND 1 44,658 0 0
UNIVERSAL CORP VA COM 913456109 455 9,369 SH   DFND 1 9,369 0 0
VECTOR GROUP LTD COM 92240M108 512 43,911 SH   DFND 1 43,911 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 24,282 413,317 SH   DFND 1 413,317 0 0
VIRTU FINL INC CL A 928254101 541 21,507 SH   DFND 1 21,507 0 0
VISA INC COM CL A 92826C839 8,783 40,154 SH   DFND 1 40,154 0 0
VMWARE INC CL A COM 928563402 2,378 16,957 SH   DFND 1 16,957 0 0
WALMART INC COM 931142103 8,760 60,768 SH   DFND 1 60,768 0 0
WASTE MGMT INC DEL COM 94106L109 3,081 26,125 SH   DFND 1 26,125 0 0
WATSCO INC COM 942622200 2,096 9,254 SH   DFND 1 9,254 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 600 4,927 SH   DFND 1 4,927 0 0
WAYFAIR INC CL A 94419L101 5,783 25,611 SH   DFND 1 25,611 0 0
WD-40 CO COM 929236107 1,228 4,622 SH   DFND 1 4,622 0 0
WEC ENERGY GROUP INC COM 92939U106 2,596 28,203 SH   DFND 1 28,203 0 0
WEIS MKTS INC COM 948849104 458 9,577 SH   DFND 1 9,577 0 0
WESTERN UN CO COM 959802109 422 19,212 SH   DFND 1 19,212 0 0
WHIRLPOOL CORP COM 963320106 2,103 11,654 SH   DFND 1 11,654 0 0
WILLIAMS SONOMA INC COM 969904101 474 4,656 SH   DFND 1 4,656 0 0
WIX COM LTD SHS M98068105 6,626 26,510 SH   DFND 1 26,510 0 0
WORKDAY INC CL A 98138H101 5,508 22,988 SH   DFND 1 22,988 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,090 46,987 SH   DFND 1 46,987 0 0
YUM BRANDS INC COM 988498101 1,644 15,142 SH   DFND 1 15,142 0 0
ZENDESK INC COM 98936J101 6,693 46,765 SH   DFND 1 46,765 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 6,732 51,863 SH   DFND 1 51,863 0 0
ZOETIS INC CL A 98978V103 1,011 6,108 SH   DFND 1 6,108 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 12,336 36,571 SH   DFND 1 36,571 0 0
ZSCALER INC COM 98980G102 10,172 50,932 SH   DFND 1 50,932 0 0
ZYNGA INC CL A 98986T108 8,917 903,400 SH   DFND 1 903,400 0 0