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 15,277 87,089 SH   DFND 1 87,089 0 0
ABBOTT LABS COM 002824100 14,129 119,605 SH   DFND 1 119,605 0 0
ABBVIE INC COM 00287Y109 5,035 46,679 SH   DFND 1 46,679 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 10,476 32,745 SH   DFND 1 32,745 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,707 60,824 SH   DFND 1 60,824 0 0
ACUSHNET HLDGS CORP COM 005098108 499 10,681 SH   DFND 1 10,681 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 6,013 10,445 SH   DFND 1 10,445 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 967 6,137 SH   DFND 1 6,137 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,102 74,989 SH   DFND 1 74,989 0 0
ALLETE INC COM NEW 018522300 266 4,476 SH   DFND 1 4,476 0 0
ALLSTATE CORP COM 020002101 4,583 36,001 SH   DFND 1 36,001 0 0
ALPHABET INC CAP STK CL A 02079K305 31,400 11,745 SH   DFND 1 11,745 0 0
ALTRIA GROUP INC COM 02209S103 4,304 94,562 SH   DFND 1 94,562 0 0
AMAZON COM INC COM 023135106 27,085 8,245 SH   DFND 1 8,245 0 0
AMDOCS LTD SHS G02602103 2,993 39,529 SH   DFND 1 39,529 0 0
AMER STATES WTR CO COM 029899101 334 3,910 SH   DFND 1 3,910 0 0
AMGEN INC COM 031162100 11,844 55,697 SH   DFND 1 55,697 0 0
AMPHENOL CORP NEW CL A 032095101 905 12,357 SH   DFND 1 12,357 0 0
ANALOG DEVICES INC COM 032654105 1,320 7,881 SH   DFND 1 7,881 0 0
AON PLC SHS CL A G0403H108 1,787 6,252 SH   DFND 1 6,252 0 0
APPLE INC COM 037833100 22,836 161,385 SH   DFND 1 161,385 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 739 12,318 SH   DFND 1 12,318 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,403 28,685 SH   DFND 1 28,685 0 0
ASANA INC CL A 04342Y104 6,840 65,872 SH   DFND 1 65,872 0 0
ATLASSIAN CORP PLC CL A G06242104 5,768 14,735 SH   DFND 1 14,735 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,628 8,144 SH   DFND 1 8,144 0 0
AVALARA INC COM 05338G106 3,885 22,231 SH   DFND 1 22,231 0 0
AVNET INC COM 053807103 857 23,184 SH   DFND 1 23,184 0 0
BAIDU INC SPON ADR REP A 056752108 3,067 19,947 SH   DFND 1 19,947 0 0
BAXTER INTL INC COM 071813109 1,097 13,638 SH   DFND 1 13,638 0 0
BECTON DICKINSON & CO COM 075887109 1,029 4,184 SH   DFND 1 4,184 0 0
BILIBILI INC SPONS ADS REP Z 090040106 6,725 101,636 SH   DFND 1 101,636 0 0
BILL COM HLDGS INC COM 090043100 8,444 31,630 SH   DFND 1 31,630 0 0
BIO-TECHNE CORP COM 09073M104 994 2,052 SH   DFND 1 2,052 0 0
BLACK HILLS CORP COM 092113109 245 3,909 SH   DFND 1 3,909 0 0
BLACKROCK INC COM 09247X101 1,484 1,770 SH   DFND 1 1,770 0 0
BLACKSTONE INC COM 09260D107 11,207 96,332 SH   DFND 1 96,332 0 0
BLOCK H & R INC COM 093671105 1,680 67,180 SH   DFND 1 67,180 0 0
BORGWARNER INC COM 099724106 1,614 37,349 SH   DFND 1 37,349 0 0
BRADY CORP CL A 104674106 1,100 21,693 SH   DFND 1 21,693 0 0
BROADCOM INC COM 11135F101 898 1,852 SH   DFND 1 1,852 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 502 3,015 SH   DFND 1 3,015 0 0
BUNGE LIMITED COM G16962105 2,906 35,738 SH   DFND 1 35,738 0 0
CABLE ONE INC COM 12685J105 836 461 SH   DFND 1 461 0 0
CARLYLE GROUP INC COM 14316J108 2,960 62,598 SH   DFND 1 62,598 0 0
CARTERS INC COM 146229109 606 6,232 SH   DFND 1 6,232 0 0
CASEYS GEN STORES INC COM 147528103 651 3,457 SH   DFND 1 3,457 0 0
CBOE GLOBAL MKTS INC COM 12503M108 3,064 24,734 SH   DFND 1 24,734 0 0
CDK GLOBAL INC COM 12508E101 1,326 31,168 SH   DFND 1 31,168 0 0
CERIDIAN HCM HLDG INC COM 15677J108 3,350 29,745 SH   DFND 1 29,745 0 0
CERNER CORP COM 156782104 1,423 20,176 SH   DFND 1 20,176 0 0
CHEMED CORP NEW COM 16359R103 1,370 2,945 SH   DFND 1 2,945 0 0
CHEWY INC CL A 16679L109 3,602 52,879 SH   DFND 1 52,879 0 0
CHUBB LIMITED COM H1467J104 2,267 13,069 SH   DFND 1 13,069 0 0
CHURCH & DWIGHT INC COM 171340102 1,242 15,042 SH   DFND 1 15,042 0 0
CINTAS CORP COM 172908105 3,159 8,299 SH   DFND 1 8,299 0 0
CISCO SYS INC COM 17275R102 16,112 296,007 SH   DFND 1 296,007 0 0
CLOROX CO DEL COM 189054109 1,764 10,649 SH   DFND 1 10,649 0 0
CLOUDFLARE INC CL A COM 18915M107 6,023 53,465 SH   DFND 1 53,465 0 0
COCA COLA CO COM 191216100 10,948 208,644 SH   DFND 1 208,644 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,133 15,264 SH   DFND 1 15,264 0 0
COHEN & STEERS INC COM 19247A100 831 9,920 SH   DFND 1 9,920 0 0
COLGATE PALMOLIVE CO COM 194162103 6,477 85,695 SH   DFND 1 85,695 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 525 5,482 SH   DFND 1 5,482 0 0
COMCAST CORP NEW CL A 20030N101 20,320 363,310 SH   DFND 1 363,310 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,803 15,139 SH   DFND 1 15,139 0 0
COUPA SOFTWARE INC COM 22266L106 4,013 18,310 SH   DFND 1 18,310 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 7,432 30,239 SH   DFND 1 30,239 0 0
CSG SYS INTL INC COM 126349109 710 14,734 SH   DFND 1 14,734 0 0
CSX CORP COM 126408103 1,703 57,271 SH   DFND 1 57,271 0 0
CUMMINS INC COM 231021106 2,005 8,929 SH   DFND 1 8,929 0 0
DATADOG INC CL A COM 23804L103 8,170 57,799 SH   DFND 1 57,799 0 0
DIGITAL TURBINE INC COM NEW 25400W102 8,939 130,028 SH   DFND 1 130,028 0 0
DOCUSIGN INC COM 256163106 6,456 25,078 SH   DFND 1 25,078 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 2,857 32,467 SH   DFND 1 32,467 0 0
DOLLAR GEN CORP NEW COM 256677105 2,624 12,371 SH   DFND 1 12,371 0 0
DONALDSON INC COM 257651109 2,017 35,140 SH   DFND 1 35,140 0 0
DYNATRACE INC COM NEW 268150109 4,727 66,610 SH   DFND 1 66,610 0 0
EBAY INC. COM 278642103 1,486 21,336 SH   DFND 1 21,336 0 0
ELASTIC N V ORD SHS N14506104 4,276 28,703 SH   DFND 1 28,703 0 0
ELECTRONIC ARTS INC COM 285512109 3,556 24,996 SH   DFND 1 24,996 0 0
EMERSON ELEC CO COM 291011104 1,838 19,510 SH   DFND 1 19,510 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,884 38,433 SH   DFND 1 38,433 0 0
ENNIS INC COM 293389102 365 19,368 SH   DFND 1 19,368 0 0
ERIE INDTY CO CL A 29530P102 3,118 17,478 SH   DFND 1 17,478 0 0
ESSENTIAL UTILS INC COM 29670G102 523 11,360 SH   DFND 1 11,360 0 0
ETSY INC COM 29786A106 3,383 16,266 SH   DFND 1 16,266 0 0
EVERCORE INC CLASS A 29977A105 1,328 9,937 SH   DFND 1 9,937 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,294 19,254 SH   DFND 1 19,254 0 0
EXPONENT INC COM 30214U102 1,028 9,081 SH   DFND 1 9,081 0 0
FACEBOOK INC CL A 30303M102 20,194 59,500 SH   DFND 1 59,500 0 0
FARFETCH LTD ORD SH CL A 30744W107 4,706 125,566 SH   DFND 1 125,566 0 0
FASTENAL CO COM 311900104 3,309 64,111 SH   DFND 1 64,111 0 0
FLOWERS FOODS INC COM 343498101 1,916 81,064 SH   DFND 1 81,064 0 0
FORTINET INC COM 34959E109 3,401 11,647 SH   DFND 1 11,647 0 0
FRANKLIN ELEC INC COM 353514102 601 7,523 SH   DFND 1 7,523 0 0
GARMIN LTD SHS H2906T109 2,713 17,451 SH   DFND 1 17,451 0 0
GENERAL DYNAMICS CORP COM 369550108 1,970 10,049 SH   DFND 1 10,049 0 0
GENERAL MLS INC COM 370334104 1,609 26,895 SH   DFND 1 26,895 0 0
GENPACT LIMITED SHS G3922B107 1,544 32,490 SH   DFND 1 32,490 0 0
GENTEX CORP COM 371901109 3,250 98,533 SH   DFND 1 98,533 0 0
GILEAD SCIENCES INC COM 375558103 7,479 107,069 SH   DFND 1 107,069 0 0
GRACO INC COM 384109104 2,786 39,812 SH   DFND 1 39,812 0 0
GRAHAM HLDGS CO COM CL B 384637104 726 1,233 SH   DFND 1 1,233 0 0
HAMILTON LANE INC CL A 407497106 753 8,883 SH   DFND 1 8,883 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 321 7,857 SH   DFND 1 7,857 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 327 13,103 SH   DFND 1 13,103 0 0
HENRY JACK & ASSOC INC COM 426281101 2,945 17,951 SH   DFND 1 17,951 0 0
HERSHEY CO COM 427866108 2,141 12,648 SH   DFND 1 12,648 0 0
HILL-ROM HLDGS INC COM 431475102 1,015 6,765 SH   DFND 1 6,765 0 0
HOME DEPOT INC COM 437076102 35,864 109,255 SH   DFND 1 109,255 0 0
HONEYWELL INTL INC COM 438516106 9,632 45,373 SH   DFND 1 45,373 0 0
HORMEL FOODS CORP COM 440452100 1,420 34,629 SH   DFND 1 34,629 0 0
HOULIHAN LOKEY INC CL A 441593100 3,144 34,140 SH   DFND 1 34,140 0 0
HUBSPOT INC COM 443573100 5,742 8,493 SH   DFND 1 8,493 0 0
IDACORP INC COM 451107106 635 6,139 SH   DFND 1 6,139 0 0
ILLINOIS TOOL WKS INC COM 452308109 10,735 51,951 SH   DFND 1 51,951 0 0
INGREDION INC COM 457187102 1,660 18,648 SH   DFND 1 18,648 0 0
INTEL CORP COM 458140100 4,427 83,082 SH   DFND 1 83,082 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,071 7,711 SH   DFND 1 7,711 0 0
INTERPUBLIC GROUP COS INC COM 460690100 3,062 83,494 SH   DFND 1 83,494 0 0
INTUIT COM 461202103 4,603 8,531 SH   DFND 1 8,531 0 0
ITT INC COM 45073V108 525 6,113 SH   DFND 1 6,113 0 0
J & J SNACK FOODS CORP COM 466032109 348 2,278 SH   DFND 1 2,278 0 0
JD.COM INC SPON ADR CL A 47215P106 5,630 77,937 SH   DFND 1 77,937 0 0
JOHNSON & JOHNSON COM 478160104 34,831 215,669 SH   DFND 1 215,669 0 0
JPMORGAN CHASE & CO COM 46625H100 2,423 14,802 SH   DFND 1 14,802 0 0
JUNIPER NETWORKS INC COM 48203R104 3,006 109,247 SH   DFND 1 109,247 0 0
KIMBERLY-CLARK CORP COM 494368103 3,366 25,415 SH   DFND 1 25,415 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 6,901 243,672 SH   DFND 1 243,672 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,308 10,479 SH   DFND 1 10,479 0 0
LAMB WESTON HLDGS INC COM 513272104 910 14,824 SH   DFND 1 14,824 0 0
LANCASTER COLONY CORP COM 513847103 1,754 10,392 SH   DFND 1 10,392 0 0
LANDSTAR SYS INC COM 515098101 951 6,029 SH   DFND 1 6,029 0 0
LAUDER ESTEE COS INC CL A 518439104 2,261 7,538 SH   DFND 1 7,538 0 0
LAZARD LTD SHS A G54050102 1,981 43,246 SH   DFND 1 43,246 0 0
LEAR CORP COM NEW 521865204 480 3,068 SH   DFND 1 3,068 0 0
LEGGETT & PLATT INC COM 524660107 1,290 28,764 SH   DFND 1 28,764 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 6,817 70,664 SH   DFND 1 70,664 0 0
LILLY ELI & CO COM 532457108 12,780 55,311 SH   DFND 1 55,311 0 0
LINCOLN ELEC HLDGS INC COM 533900106 2,567 19,935 SH   DFND 1 19,935 0 0
LITTELFUSE INC COM 537008104 893 3,266 SH   DFND 1 3,266 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 9,378 102,913 SH   DFND 1 102,913 0 0
LOCKHEED MARTIN CORP COM 539830109 18,332 53,121 SH   DFND 1 53,121 0 0
LOWES COS INC COM 548661107 5,499 27,108 SH   DFND 1 27,108 0 0
LPL FINL HLDGS INC COM 50212V100 516 3,294 SH   DFND 1 3,294 0 0
M D C HLDGS INC COM 552676108 443 9,488 SH   DFND 1 9,488 0 0
MARSH & MCLENNAN COS INC COM 571748102 3,862 25,503 SH   DFND 1 25,503 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,287 9,453 SH   DFND 1 9,453 0 0
MATCH GROUP INC NEW COM 57667L107 4,317 27,500 SH   DFND 1 27,500 0 0
MAXIMUS INC COM 577933104 3,036 36,494 SH   DFND 1 36,494 0 0
MCDONALDS CORP COM 580135101 20,507 85,052 SH   DFND 1 85,052 0 0
MDU RES GROUP INC COM 552690109 840 28,317 SH   DFND 1 28,317 0 0
MEDTRONIC PLC SHS G5960L103 4,840 38,610 SH   DFND 1 38,610 0 0
MERCADOLIBRE INC COM 58733R102 8,224 4,897 SH   DFND 1 4,897 0 0
MERCK & CO INC COM 58933Y105 11,417 151,998 SH   DFND 1 151,998 0 0
MERCURY GENL CORP NEW COM 589400100 1,348 24,207 SH   DFND 1 24,207 0 0
MGE ENERGY INC COM 55277P104 340 4,626 SH   DFND 1 4,626 0 0
MGIC INVT CORP WIS COM 552848103 440 29,442 SH   DFND 1 29,442 0 0
MICROSOFT CORP COM 594918104 60,628 215,054 SH   DFND 1 215,054 0 0
MOELIS & CO CL A 60786M105 2,069 33,435 SH   DFND 1 33,435 0 0
MONDELEZ INTL INC CL A 609207105 4,064 69,859 SH   DFND 1 69,859 0 0
MONGODB INC CL A 60937P106 6,475 13,733 SH   DFND 1 13,733 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,624 3,351 SH   DFND 1 3,351 0 0
MOODYS CORP COM 615369105 2,572 7,243 SH   DFND 1 7,243 0 0
MORNINGSTAR INC COM 617700109 1,071 4,133 SH   DFND 1 4,133 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,104 4,752 SH   DFND 1 4,752 0 0
MSCI INC COM 55354G100 1,309 2,152 SH   DFND 1 2,152 0 0
MURPHY USA INC COM 626755102 509 3,043 SH   DFND 1 3,043 0 0
NATIONAL FUEL GAS CO COM 636180101 460 8,763 SH   DFND 1 8,763 0 0
NATIONAL HEALTHCARE CORP COM 635906100 2,208 31,553 SH   DFND 1 31,553 0 0
NATIONAL INSTRS CORP COM 636518102 1,057 26,946 SH   DFND 1 26,946 0 0
NETEASE INC SPONSORED ADS 64110W102 3,245 38,000 SH   DFND 1 38,000 0 0
NETFLIX INC COM 64110L106 5,785 9,479 SH   DFND 1 9,479 0 0
NEW JERSEY RES CORP COM 646025106 212 6,096 SH   DFND 1 6,096 0 0
NEW YORK TIMES CO CL A 650111107 479 9,726 SH   DFND 1 9,726 0 0
NEWS CORP NEW CL A 65249B109 1,218 51,770 SH   DFND 1 51,770 0 0
NIKE INC CL B 654106103 5,354 36,866 SH   DFND 1 36,866 0 0
NORFOLK SOUTHN CORP COM 655844108 2,188 9,144 SH   DFND 1 9,144 0 0
NORTHROP GRUMMAN CORP COM 666807102 6,702 18,608 SH   DFND 1 18,608 0 0
NORTHWESTERN CORP COM NEW 668074305 226 3,943 SH   DFND 1 3,943 0 0
NRG ENERGY INC COM NEW 629377508 360 8,809 SH   DFND 1 8,809 0 0
OGE ENERGY CORP COM 670837103 627 19,028 SH   DFND 1 19,028 0 0
OKTA INC CL A 679295105 6,858 28,896 SH   DFND 1 28,896 0 0
OLD REP INTL CORP COM 680223104 2,804 121,223 SH   DFND 1 121,223 0 0
ONE GAS INC COM 68235P108 300 4,730 SH   DFND 1 4,730 0 0
ONEMAIN HLDGS INC COM 68268W103 437 7,899 SH   DFND 1 7,899 0 0
ORACLE CORP COM 68389X105 9,204 105,631 SH   DFND 1 105,631 0 0
OSHKOSH CORP COM 688239201 562 5,493 SH   DFND 1 5,493 0 0
OTTER TAIL CORP COM 689648103 301 5,374 SH   DFND 1 5,374 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 5,399 224,565 SH   DFND 1 224,565 0 0
PALO ALTO NETWORKS INC COM 697435105 4,069 8,494 SH   DFND 1 8,494 0 0
PAYCHEX INC COM 704326107 1,625 14,455 SH   DFND 1 14,455 0 0
PAYCOM SOFTWARE INC COM 70432V102 4,509 9,096 SH   DFND 1 9,096 0 0
PAYLOCITY HLDG CORP COM 70438V106 4,083 14,560 SH   DFND 1 14,560 0 0
PEPSICO INC COM 713448108 10,630 70,671 SH   DFND 1 70,671 0 0
PFIZER INC COM 717081103 22,334 519,271 SH   DFND 1 519,271 0 0
PHILIP MORRIS INTL INC COM 718172109 9,027 95,230 SH   DFND 1 95,230 0 0
PINDUODUO INC SPONSORED ADS 722304102 10,326 113,889 SH   DFND 1 113,889 0 0
PINNACLE WEST CAP CORP COM 723484101 798 11,030 SH   DFND 1 11,030 0 0
PINTEREST INC CL A 72352L106 6,045 118,640 SH   DFND 1 118,640 0 0
PNM RES INC COM 69349H107 247 4,987 SH   DFND 1 4,987 0 0
POLARIS INC COM 731068102 577 4,820 SH   DFND 1 4,820 0 0
POWER INTEGRATIONS INC COM 739276103 486 4,907 SH   DFND 1 4,907 0 0
PREMIER INC CL A 74051N102 3,069 79,191 SH   DFND 1 79,191 0 0
PRICE T ROWE GROUP INC COM 74144T108 9,348 47,524 SH   DFND 1 47,524 0 0
PROCTER AND GAMBLE CO COM 742718109 32,497 232,456 SH   DFND 1 232,456 0 0
PROGRESS SOFTWARE CORP COM 743312100 578 11,758 SH   DFND 1 11,758 0 0
QUALCOMM INC COM 747525103 656 5,084 SH   DFND 1 5,084 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,989 13,691 SH   DFND 1 13,691 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 712 26,052 SH   DFND 1 26,052 0 0
RINGCENTRAL INC CL A 76680R206 4,052 18,630 SH   DFND 1 18,630 0 0
RLI CORP COM 749607107 1,311 13,078 SH   DFND 1 13,078 0 0
ROBERT HALF INTL INC COM 770323103 2,888 28,787 SH   DFND 1 28,787 0 0
ROBLOX CORP CL A 771049103 8,769 116,065 SH   DFND 1 116,065 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,671 5,683 SH   DFND 1 5,683 0 0
ROKU INC COM CL A 77543R102 7,455 23,790 SH   DFND 1 23,790 0 0
S&P GLOBAL INC COM 78409V104 9,331 21,960 SH   DFND 1 21,960 0 0
SAFETY INS GROUP INC COM 78648T100 1,402 17,692 SH   DFND 1 17,692 0 0
SALESFORCE COM INC COM 79466L302 7,630 28,131 SH   DFND 1 28,131 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 764 33,603 SH   DFND 1 33,603 0 0
SEA LTD SPONSORD ADS 81141R100 14,608 45,832 SH   DFND 1 45,832 0 0
SEI INVTS CO COM 784117103 3,031 51,109 SH   DFND 1 51,109 0 0
SERVICE CORP INTL COM 817565104 2,966 49,220 SH   DFND 1 49,220 0 0
SERVICENOW INC COM 81762P102 6,623 10,643 SH   DFND 1 10,643 0 0
SHOPIFY INC CL A 82509L107 11,372 8,380 SH   DFND 1 8,380 0 0
SIMPSON MFG INC COM 829073105 505 4,721 SH   DFND 1 4,721 0 0
SMARTSHEET INC COM CL A 83200N103 5,136 74,623 SH   DFND 1 74,623 0 0
SMITH A O CORP COM 831865209 2,646 43,324 SH   DFND 1 43,324 0 0
SNAP INC CL A 83304A106 12,250 165,830 SH   DFND 1 165,830 0 0
SNAP ON INC COM 833034101 2,916 13,955 SH   DFND 1 13,955 0 0
SNOWFLAKE INC CL A 833445109 11,543 38,167 SH   DFND 1 38,167 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 284 4,243 SH   DFND 1 4,243 0 0
SPIRE INC COM 84857L101 323 5,278 SH   DFND 1 5,278 0 0
SPLUNK INC COM 848637104 3,045 21,039 SH   DFND 1 21,039 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,327 14,765 SH   DFND 1 14,765 0 0
STANDARD MTR PRODS INC COM 853666105 633 14,474 SH   DFND 1 14,474 0 0
STARBUCKS CORP COM 855244109 9,399 85,205 SH   DFND 1 85,205 0 0
STEWART INFORMATION SVCS COR COM 860372101 890 14,068 SH   DFND 1 14,068 0 0
STRYKER CORPORATION COM 863667101 1,111 4,213 SH   DFND 1 4,213 0 0
STURM RUGER & CO INC COM 864159108 749 10,157 SH   DFND 1 10,157 0 0
TARGET CORP COM 87612E106 4,641 20,285 SH   DFND 1 20,285 0 0
TE CONNECTIVITY LTD REG SHS H84989104 786 5,728 SH   DFND 1 5,728 0 0
TEXAS INSTRS INC COM 882508104 16,428 85,470 SH   DFND 1 85,470 0 0
THE TRADE DESK INC COM CL A 88339J105 5,169 73,532 SH   DFND 1 73,532 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,617 2,831 SH   DFND 1 2,831 0 0
TJX COS INC NEW COM 872540109 2,711 41,093 SH   DFND 1 41,093 0 0
TOOTSIE ROLL INDS INC COM 890516107 411 13,513 SH   DFND 1 13,513 0 0
TORO CO COM 891092108 2,800 28,742 SH   DFND 1 28,742 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,003 11,599 SH   DFND 1 11,599 0 0
TRIP COM GROUP LTD ADS 89677Q107 8,040 261,449 SH   DFND 1 261,449 0 0
TWILIO INC CL A 90138F102 6,440 20,185 SH   DFND 1 20,185 0 0
TWITTER INC COM 90184L102 4,665 77,247 SH   DFND 1 77,247 0 0
TYLER TECHNOLOGIES INC COM 902252105 3,842 8,376 SH   DFND 1 8,376 0 0
UGI CORP NEW COM 902681105 1,935 45,402 SH   DFND 1 45,402 0 0
UIPATH INC CL A 90364P105 6,707 127,494 SH   DFND 1 127,494 0 0
UNIFIRST CORP MASS COM 904708104 387 1,818 SH   DFND 1 1,818 0 0
UNION PAC CORP COM 907818108 7,816 39,873 SH   DFND 1 39,873 0 0
UNITED PARCEL SERVICE INC CL B 911312106 8,635 47,420 SH   DFND 1 47,420 0 0
UNITEDHEALTH GROUP INC COM 91324P102 14,237 36,435 SH   DFND 1 36,435 0 0
UNITY SOFTWARE INC COM 91332U101 4,985 39,482 SH   DFND 1 39,482 0 0
VECTOR GROUP LTD COM 92240M108 390 30,558 SH   DFND 1 30,558 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 32,349 598,945 SH   DFND 1 598,945 0 0
VISA INC COM CL A 92826C839 10,187 45,732 SH   DFND 1 45,732 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 613 30,532 SH   DFND 1 30,532 0 0
VMWARE INC CL A COM 928563402 1,993 13,400 SH   DFND 1 13,400 0 0
WALMART INC COM 931142103 4,640 33,293 SH   DFND 1 33,293 0 0
WASTE MGMT INC DEL COM 94106L109 2,801 18,750 SH   DFND 1 18,750 0 0
WATSCO INC COM 942622200 2,880 10,883 SH   DFND 1 10,883 0 0
WAYFAIR INC CL A 94419L101 2,311 9,046 SH   DFND 1 9,046 0 0
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