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 16,690 93,962 SH   DFND 1 93,962 0 0
ABBOTT LABS COM 002824100 18,166 129,076 SH   DFND 1 129,076 0 0
ABBVIE INC COM 00287Y109 6,816 50,341 SH   DFND 1 50,341 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,635 35,304 SH   DFND 1 35,304 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,184 62,890 SH   DFND 1 62,890 0 0
ACUSHNET HLDGS CORP COM 005098108 580 10,929 SH   DFND 1 10,929 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,749 8,375 SH   DFND 1 8,375 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,058 6,625 SH   DFND 1 6,625 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,758 65,312 SH   DFND 1 65,312 0 0
ALLETE INC COM NEW 018522300 321 4,843 SH   DFND 1 4,843 0 0
ALLSTATE CORP COM 020002101 4,567 38,820 SH   DFND 1 38,820 0 0
ALPHABET INC CAP STK CL A 02079K305 26,945 9,301 SH   DFND 1 9,301 0 0
ALTRIA GROUP INC COM 02209S103 4,832 101,964 SH   DFND 1 101,964 0 0
AMAZON COM INC COM 023135106 21,987 6,594 SH   DFND 1 6,594 0 0
AMDOCS LTD SHS G02602103 3,050 40,755 SH   DFND 1 40,755 0 0
AMER STATES WTR CO COM 029899101 414 4,000 SH   DFND 1 4,000 0 0
AMGEN INC COM 031162100 13,512 60,061 SH   DFND 1 60,061 0 0
AMPHENOL CORP NEW CL A 032095101 1,166 13,336 SH   DFND 1 13,336 0 0
ANALOG DEVICES INC COM 032654105 1,494 8,500 SH   DFND 1 8,500 0 0
AON PLC SHS CL A G0403H108 2,028 6,746 SH   DFND 1 6,746 0 0
APPLE INC COM 037833100 30,908 174,060 SH   DFND 1 174,060 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 898 13,279 SH   DFND 1 13,279 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,410 29,589 SH   DFND 1 29,589 0 0
ASANA INC CL A 04342Y104 4,900 65,728 SH   DFND 1 65,728 0 0
ATLASSIAN CORP PLC CL A G06242104 4,424 11,603 SH   DFND 1 11,603 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,165 8,779 SH   DFND 1 8,779 0 0
AVALARA INC COM 05338G106 2,679 20,753 SH   DFND 1 20,753 0 0
AVNET INC COM 053807103 978 23,722 SH   DFND 1 23,722 0 0
BAIDU INC SPON ADR REP A 056752108 2,480 16,670 SH   DFND 1 16,670 0 0
BAXTER INTL INC COM 071813109 1,262 14,707 SH   DFND 1 14,707 0 0
BECTON DICKINSON & CO COM 075887109 1,135 4,515 SH   DFND 1 4,515 0 0
BILIBILI INC SPONS ADS REP Z 090040106 4,929 106,235 SH   DFND 1 106,235 0 0
BILL COM HLDGS INC COM 090043100 6,944 27,869 SH   DFND 1 27,869 0 0
BIO-TECHNE CORP COM 09073M104 1,086 2,100 SH   DFND 1 2,100 0 0
BLACK HILLS CORP COM 092113109 282 3,999 SH   DFND 1 3,999 0 0
BLACKROCK INC COM 09247X101 1,740 1,900 SH   DFND 1 1,900 0 0
BLACKSTONE INC COM 09260D107 13,440 103,875 SH   DFND 1 103,875 0 0
BLOCK H & R INC COM 093671105 1,639 69,571 SH   DFND 1 69,571 0 0
BORGWARNER INC COM 099724106 1,742 38,652 SH   DFND 1 38,652 0 0
BRADY CORP CL A 104674106 1,206 22,376 SH   DFND 1 22,376 0 0
BROADCOM INC COM 11135F101 1,330 1,999 SH   DFND 1 1,999 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 594 3,248 SH   DFND 1 3,248 0 0
BUNGE LIMITED COM G16962105 3,440 36,843 SH   DFND 1 36,843 0 0
CABLE ONE INC COM 12685J105 831 471 SH   DFND 1 471 0 0
CARLYLE GROUP INC COM 14316J108 3,540 64,489 SH   DFND 1 64,489 0 0
CARTERS INC COM 146229109 645 6,376 SH   DFND 1 6,376 0 0
CASEYS GEN STORES INC COM 147528103 698 3,537 SH   DFND 1 3,537 0 0
CBOE GLOBAL MKTS INC COM 12503M108 3,323 25,485 SH   DFND 1 25,485 0 0
CDK GLOBAL INC COM 12508E101 1,342 32,150 SH   DFND 1 32,150 0 0
CERIDIAN HCM HLDG INC COM 15677J108 2,571 24,614 SH   DFND 1 24,614 0 0
CERNER CORP COM 156782104 2,020 21,747 SH   DFND 1 21,747 0 0
CHEMED CORP NEW COM 16359R103 1,614 3,051 SH   DFND 1 3,051 0 0
CHEWY INC CL A 16679L109 3,157 53,542 SH   DFND 1 53,542 0 0
CHUBB LIMITED COM H1467J104 2,725 14,094 SH   DFND 1 14,094 0 0
CHURCH & DWIGHT CO INC COM 171340102 1,663 16,223 SH   DFND 1 16,223 0 0
CINTAS CORP COM 172908105 3,966 8,949 SH   DFND 1 8,949 0 0
CISCO SYS INC COM 17275R102 20,240 319,388 SH   DFND 1 319,388 0 0
CLOROX CO DEL COM 189054109 2,002 11,481 SH   DFND 1 11,481 0 0
CLOUDFLARE INC CL A COM 18915M107 4,783 36,374 SH   DFND 1 36,374 0 0
COCA COLA CO COM 191216100 13,322 224,993 SH   DFND 1 224,993 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,460 16,460 SH   DFND 1 16,460 0 0
COHEN & STEERS INC COM 19247A100 939 10,150 SH   DFND 1 10,150 0 0
COLGATE PALMOLIVE CO COM 194162103 7,886 92,410 SH   DFND 1 92,410 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 547 5,610 SH   DFND 1 5,610 0 0
COMCAST CORP NEW CL A 20030N101 19,718 391,774 SH   DFND 1 391,774 0 0
COSTCO WHSL CORP NEW COM 22160K105 9,272 16,333 SH   DFND 1 16,333 0 0
COUPA SOFTWARE INC COM 22266L106 3,395 21,482 SH   DFND 1 21,482 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,953 29,076 SH   DFND 1 29,076 0 0
CSG SYS INTL INC COM 126349109 869 15,076 SH   DFND 1 15,076 0 0
CSX CORP COM 126408103 2,322 61,750 SH   DFND 1 61,750 0 0
CUMMINS INC COM 231021106 2,101 9,631 SH   DFND 1 9,631 0 0
DATADOG INC CL A COM 23804L103 6,708 37,662 SH   DFND 1 37,662 0 0
DIGITAL TURBINE INC COM NEW 25400W102 7,131 116,924 SH   DFND 1 116,924 0 0
DOCUSIGN INC COM 256163106 4,989 32,755 SH   DFND 1 32,755 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 3,187 33,472 SH   DFND 1 33,472 0 0
DOLLAR GEN CORP NEW COM 256677105 3,147 13,344 SH   DFND 1 13,344 0 0
DONALDSON INC COM 257651109 2,152 36,307 SH   DFND 1 36,307 0 0
DYNATRACE INC COM NEW 268150109 3,462 57,368 SH   DFND 1 57,368 0 0
EBAY INC. COM 278642103 1,530 23,011 SH   DFND 1 23,011 0 0
ELASTIC N V ORD SHS N14506104 3,577 29,056 SH   DFND 1 29,056 0 0
ELECTRONIC ARTS INC COM 285512109 2,840 21,535 SH   DFND 1 21,535 0 0
EMERSON ELEC CO COM 291011104 1,955 21,029 SH   DFND 1 21,029 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,588 39,660 SH   DFND 1 39,660 0 0
ENNIS INC COM 293389102 387 19,818 SH   DFND 1 19,818 0 0
ERIE INDTY CO CL A 29530P102 3,469 18,005 SH   DFND 1 18,005 0 0
ESSENTIAL UTILS INC COM 29670G102 624 11,624 SH   DFND 1 11,624 0 0
ETSY INC COM 29786A106 2,566 11,721 SH   DFND 1 11,721 0 0
EVERCORE INC CLASS A 29977A105 1,392 10,250 SH   DFND 1 10,250 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,790 20,773 SH   DFND 1 20,773 0 0
EXPONENT INC COM 30214U102 1,085 9,291 SH   DFND 1 9,291 0 0
FARFETCH LTD ORD SH CL A 30744W107 3,791 113,393 SH   DFND 1 113,393 0 0
FASTENAL CO COM 311900104 4,429 69,136 SH   DFND 1 69,136 0 0
FLOWERS FOODS INC COM 343498101 2,300 83,736 SH   DFND 1 83,736 0 0
FORTINET INC COM 34959E109 3,199 8,901 SH   DFND 1 8,901 0 0
FRANKLIN ELEC INC COM 353514102 728 7,697 SH   DFND 1 7,697 0 0
GARMIN LTD SHS H2906T109 2,562 18,814 SH   DFND 1 18,814 0 0
GENERAL DYNAMICS CORP COM 369550108 2,260 10,840 SH   DFND 1 10,840 0 0
GENERAL MLS INC COM 370334104 1,955 29,012 SH   DFND 1 29,012 0 0
GENPACT LIMITED SHS G3922B107 1,786 33,643 SH   DFND 1 33,643 0 0
GENTEX CORP COM 371901109 3,537 101,502 SH   DFND 1 101,502 0 0
GILEAD SCIENCES INC COM 375558103 8,383 115,459 SH   DFND 1 115,459 0 0
GRACO INC COM 384109104 3,307 41,022 SH   DFND 1 41,022 0 0
GRAHAM HLDGS CO COM CL B 384637104 812 1,290 SH   DFND 1 1,290 0 0
HAMILTON LANE INC CL A 407497106 942 9,089 SH   DFND 1 9,089 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 334 8,039 SH   DFND 1 8,039 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 239 13,407 SH   DFND 1 13,407 0 0
HENRY JACK & ASSOC INC COM 426281101 3,090 18,507 SH   DFND 1 18,507 0 0
HERSHEY CO COM 427866108 2,638 13,636 SH   DFND 1 13,636 0 0
HOME DEPOT INC COM 437076102 40,124 96,681 SH   DFND 1 96,681 0 0
HONEYWELL INTL INC COM 438516106 10,203 48,931 SH   DFND 1 48,931 0 0
HORMEL FOODS CORP COM 440452100 1,823 37,344 SH   DFND 1 37,344 0 0
HOULIHAN LOKEY INC CL A 441593100 3,640 35,166 SH   DFND 1 35,166 0 0
HUBSPOT INC COM 443573100 4,042 6,132 SH   DFND 1 6,132 0 0
IDACORP INC COM 451107106 712 6,281 SH   DFND 1 6,281 0 0
ILLINOIS TOOL WKS INC COM 452308109 13,828 56,029 SH   DFND 1 56,029 0 0
INGREDION INC COM 457187102 1,864 19,289 SH   DFND 1 19,289 0 0
INTEL CORP COM 458140100 4,614 89,589 SH   DFND 1 89,589 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,111 8,310 SH   DFND 1 8,310 0 0
INTERPUBLIC GROUP COS INC COM 460690100 3,223 86,054 SH   DFND 1 86,054 0 0
INTUIT COM 461202103 4,398 6,837 SH   DFND 1 6,837 0 0
ITT INC COM 45073V108 639 6,255 SH   DFND 1 6,255 0 0
J & J SNACK FOODS CORP COM 466032109 368 2,330 SH   DFND 1 2,330 0 0
JD.COM INC SPON ADR CL A 47215P106 4,277 61,032 SH   DFND 1 61,032 0 0
JOHNSON & JOHNSON COM 478160104 39,804 232,677 SH   DFND 1 232,677 0 0
JPMORGAN CHASE & CO COM 46625H100 2,527 15,957 SH   DFND 1 15,957 0 0
JUNIPER NETWORKS INC COM 48203R104 4,017 112,498 SH   DFND 1 112,498 0 0
KIMBERLY-CLARK CORP COM 494368103 3,916 27,402 SH   DFND 1 27,402 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 6,203 393,847 SH   DFND 1 393,847 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,409 11,296 SH   DFND 1 11,296 0 0
LAMB WESTON HLDGS INC COM 513272104 961 15,168 SH   DFND 1 15,168 0 0
LANCASTER COLONY CORP COM 513847103 1,782 10,759 SH   DFND 1 10,759 0 0
LANDSTAR SYS INC COM 515098101 1,104 6,169 SH   DFND 1 6,169 0 0
LAUDER ESTEE COS INC CL A 518439104 3,012 8,136 SH   DFND 1 8,136 0 0
LAZARD LTD SHS A G54050102 1,951 44,720 SH   DFND 1 44,720 0 0
LEAR CORP COM NEW 521865204 574 3,140 SH   DFND 1 3,140 0 0
LEGGETT & PLATT INC COM 524660107 1,221 29,670 SH   DFND 1 29,670 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 5,650 139,712 SH   DFND 1 139,712 0 0
LILLY ELI & CO COM 532457108 16,492 59,705 SH   DFND 1 59,705 0 0
LINCOLN ELEC HLDGS INC COM 533900106 2,868 20,561 SH   DFND 1 20,561 0 0
LITTELFUSE INC COM 537008104 1,052 3,342 SH   DFND 1 3,342 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 7,601 63,508 SH   DFND 1 63,508 0 0
LOCKHEED MARTIN CORP COM 539830109 20,367 57,307 SH   DFND 1 57,307 0 0
LOWES COS INC COM 548661107 7,554 29,225 SH   DFND 1 29,225 0 0
LPL FINL HLDGS INC COM 50212V100 540 3,370 SH   DFND 1 3,370 0 0
M D C HLDGS INC COM 552676108 542 9,708 SH   DFND 1 9,708 0 0
MARSH & MCLENNAN COS INC COM 571748102 4,778 27,490 SH   DFND 1 27,490 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,662 10,192 SH   DFND 1 10,192 0 0
MATCH GROUP INC NEW COM 57667L107 3,271 24,735 SH   DFND 1 24,735 0 0
MAXIMUS INC COM 577933104 2,998 37,630 SH   DFND 1 37,630 0 0
MCDONALDS CORP COM 580135101 24,586 91,715 SH   DFND 1 91,715 0 0
MDU RES GROUP INC COM 552690109 894 28,975 SH   DFND 1 28,975 0 0
MEDTRONIC PLC SHS G5960L103 4,307 41,637 SH   DFND 1 41,637 0 0
MERCADOLIBRE INC COM 58733R102 7,442 5,519 SH   DFND 1 5,519 0 0
MERCK & CO INC COM 58933Y105 12,562 163,905 SH   DFND 1 163,905 0 0
MERCURY GENL CORP NEW COM 589400100 1,325 24,971 SH   DFND 1 24,971 0 0
META PLATFORMS INC CL A 30303M102 16,099 47,865 SH   DFND 1 47,865 0 0
MGE ENERGY INC COM 55277P104 389 4,734 SH   DFND 1 4,734 0 0
MGIC INVT CORP WIS COM 552848103 434 30,126 SH   DFND 1 30,126 0 0
MICROSOFT CORP COM 594918104 64,943 193,098 SH   DFND 1 193,098 0 0
MOELIS & CO CL A 60786M105 2,160 34,554 SH   DFND 1 34,554 0 0
MONDELEZ INTL INC CL A 609207105 4,995 75,326 SH   DFND 1 75,326 0 0
MONGODB INC CL A 60937P106 5,264 9,944 SH   DFND 1 9,944 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,711 3,468 SH   DFND 1 3,468 0 0
MOODYS CORP COM 615369105 3,052 7,815 SH   DFND 1 7,815 0 0
MORNINGSTAR INC COM 617700109 1,458 4,262 SH   DFND 1 4,262 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,391 5,121 SH   DFND 1 5,121 0 0
MSCI INC COM 55354G100 1,421 2,319 SH   DFND 1 2,319 0 0
MURPHY USA INC COM 626755102 620 3,113 SH   DFND 1 3,113 0 0
NATIONAL FUEL GAS CO COM 636180101 573 8,967 SH   DFND 1 8,967 0 0
NATIONAL HEALTHCARE CORP COM 635906100 2,215 32,595 SH   DFND 1 32,595 0 0
NATIONAL INSTRS CORP COM 636518102 1,214 27,795 SH   DFND 1 27,795 0 0
NETEASE INC SPONSORED ADS 64110W102 2,683 26,365 SH   DFND 1 26,365 0 0
NETFLIX INC COM 64110L106 4,460 7,404 SH   DFND 1 7,404 0 0
NEW JERSEY RES CORP COM 646025106 290 7,056 SH   DFND 1 7,056 0 0
NEW YORK TIMES CO CL A 650111107 481 9,952 SH   DFND 1 9,952 0 0
NEWS CORP NEW CL A 65249B109 1,191 53,404 SH   DFND 1 53,404 0 0
NIKE INC CL B 654106103 6,625 39,748 SH   DFND 1 39,748 0 0
NORFOLK SOUTHN CORP COM 655844108 2,935 9,857 SH   DFND 1 9,857 0 0
NORTHROP GRUMMAN CORP COM 666807102 7,770 20,075 SH   DFND 1 20,075 0 0
NORTHWESTERN CORP COM NEW 668074305 259 4,532 SH   DFND 1 4,532 0 0
NRG ENERGY INC COM NEW 629377508 388 9,013 SH   DFND 1 9,013 0 0
OGE ENERGY CORP COM 670837103 747 19,470 SH   DFND 1 19,470 0 0
OKTA INC CL A 679295105 5,712 25,482 SH   DFND 1 25,482 0 0
OLD REP INTL CORP COM 680223104 3,071 124,955 SH   DFND 1 124,955 0 0
ONE GAS INC COM 68235P108 376 4,840 SH   DFND 1 4,840 0 0
ONEMAIN HLDGS INC COM 68268W103 404 8,083 SH   DFND 1 8,083 0 0
ORACLE CORP COM 68389X105 9,142 104,828 SH   DFND 1 104,828 0 0
OSHKOSH CORP COM 688239201 634 5,621 SH   DFND 1 5,621 0 0
OTTER TAIL CORP COM 689648103 393 5,498 SH   DFND 1 5,498 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 4,093 224,769 SH   DFND 1 224,769 0 0
PALO ALTO NETWORKS INC COM 697435105 3,330 5,981 SH   DFND 1 5,981 0 0
PAYCHEX INC COM 704326107 2,127 15,584 SH   DFND 1 15,584 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,250 7,828 SH   DFND 1 7,828 0 0
PAYLOCITY HLDG CORP COM 70438V106 2,923 12,376 SH   DFND 1 12,376 0 0
PEPSICO INC COM 713448108 13,239 76,216 SH   DFND 1 76,216 0 0
PFIZER INC COM 717081103 33,065 559,943 SH   DFND 1 559,943 0 0
PHILIP MORRIS INTL INC COM 718172109 9,755 102,684 SH   DFND 1 102,684 0 0
PINDUODUO INC SPONSORED ADS 722304102 7,876 135,101 SH   DFND 1 135,101 0 0
PINNACLE WEST CAP CORP COM 723484101 797 11,286 SH   DFND 1 11,286 0 0
PINTEREST INC CL A 72352L106 4,534 124,720 SH   DFND 1 124,720 0 0
PNM RES INC COM 69349H107 233 5,103 SH   DFND 1 5,103 0 0
POLARIS INC COM 731068102 542 4,932 SH   DFND 1 4,932 0 0
POWER INTEGRATIONS INC COM 739276103 466 5,021 SH   DFND 1 5,021 0 0
PREMIER INC CL A 74051N102 3,361 81,625 SH   DFND 1 81,625 0 0
PRICE T ROWE GROUP INC COM 74144T108 10,075 51,238 SH   DFND 1 51,238 0 0
PROCTER AND GAMBLE CO COM 742718109 41,028 250,816 SH   DFND 1 250,816 0 0
PROGRESS SOFTWARE CORP COM 743312100 581 12,032 SH   DFND 1 12,032 0 0
QUALCOMM INC COM 747525103 1,002 5,480 SH   DFND 1 5,480 0 0
QUEST DIAGNOSTICS INC COM 74834L100 2,555 14,768 SH   DFND 1 14,768 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 837 26,658 SH   DFND 1 26,658 0 0
RINGCENTRAL INC CL A 76680R206 3,297 17,600 SH   DFND 1 17,600 0 0
RLI CORP COM 749607107 1,520 13,555 SH   DFND 1 13,555 0 0
ROBERT HALF INTL INC COM 770323103 3,308 29,667 SH   DFND 1 29,667 0 0
ROBLOX CORP CL A 771049103 7,395 71,683 SH   DFND 1 71,683 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,137 6,125 SH   DFND 1 6,125 0 0
ROKU INC COM CL A 77543R102 5,691 24,937 SH   DFND 1 24,937 0 0
S&P GLOBAL INC COM 78409V104 11,191 23,713 SH   DFND 1 23,713 0 0
SAFETY INS GROUP INC COM 78648T100 1,552 18,249 SH   DFND 1 18,249 0 0
SALESFORCE COM INC COM 79466L302 5,598 22,030 SH   DFND 1 22,030 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 925 34,383 SH   DFND 1 34,383 0 0
SEA LTD SPONSORD ADS 81141R100 9,265 41,414 SH   DFND 1 41,414 0 0
SEI INVTS CO COM 784117103 3,210 52,669 SH   DFND 1 52,669 0 0
SERVICE CORP INTL COM 817565104 3,599 50,703 SH   DFND 1 50,703 0 0
SERVICENOW INC COM 81762P102 5,451 8,397 SH   DFND 1 8,397 0 0
SHOPIFY INC CL A 82509L107 9,090 6,618 SH   DFND 1 6,618 0 0
SIMPSON MFG INC COM 829073105 672 4,831 SH   DFND 1 4,831 0 0
SMARTSHEET INC COM CL A 83200N103 4,605 59,453 SH   DFND 1 59,453 0 0
SMITH A O CORP COM 831865209 3,830 44,615 SH   DFND 1 44,615 0 0
SNAP INC CL A 83304A106 7,716 164,075 SH   DFND 1 164,075 0 0
SNAP ON INC COM 833034101 3,098 14,383 SH   DFND 1 14,383 0 0
SNOWFLAKE INC CL A 833445109 9,317 27,505 SH   DFND 1 27,505 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 304 4,341 SH   DFND 1 4,341 0 0
SPIRE INC COM 84857L101 352 5,400 SH   DFND 1 5,400 0 0
SPLUNK INC COM 848637104 2,514 21,728 SH   DFND 1 21,728 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,797 11,950 SH   DFND 1 11,950 0 0
STANDARD MTR PRODS INC COM 853666105 776 14,810 SH   DFND 1 14,810 0 0
STARBUCKS CORP COM 855244109 10,747 91,879 SH   DFND 1 91,879 0 0
STEWART INFORMATION SVCS COR COM 860372101 1,148 14,394 SH   DFND 1 14,394 0 0
STRYKER CORPORATION COM 863667101 1,215 4,545 SH   DFND 1 4,545 0 0
STURM RUGER & CO INC COM 864159108 707 10,393 SH   DFND 1 10,393 0 0
TARGET CORP COM 87612E106 5,064 21,882 SH   DFND 1 21,882 0 0
TE CONNECTIVITY LTD SHS H84989104 996 6,175 SH   DFND 1 6,175 0 0
TEXAS INSTRS INC COM 882508104 17,382 92,228 SH   DFND 1 92,228 0 0
THE TRADE DESK INC COM CL A 88339J105 4,197 45,804 SH   DFND 1 45,804 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,035 3,050 SH   DFND 1 3,050 0 0
TJX COS INC NEW COM 872540109 3,364 44,313 SH   DFND 1 44,313 0 0
TOOTSIE ROLL INDS INC COM 890516107 501 13,827 SH   DFND 1 13,827 0 0
TORO CO COM 891092108 2,961 29,634 SH   DFND 1 29,634 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,527 12,509 SH   DFND 1 12,509 0 0
TRIP COM GROUP LTD ADS 89677Q107 5,956 241,898 SH   DFND 1 241,898 0 0
TWILIO INC CL A 90138F102 5,109 19,399 SH   DFND 1 19,399 0 0
TWITTER INC COM 90184L102 3,295 76,238 SH   DFND 1 76,238 0 0
TYLER TECHNOLOGIES INC COM 902252105 3,253 6,047 SH   DFND 1 6,047 0 0
UGI CORP NEW COM 902681105 2,153 46,906 SH   DFND 1 46,906 0 0
UIPATH INC CL A 90364P105 4,828 111,946 SH   DFND 1 111,946 0 0
UNIFIRST CORP MASS COM 904708104 391 1,860 SH   DFND 1 1,860 0 0
UNION PAC CORP COM 907818108 10,837 43,017 SH   DFND 1 43,017 0 0
UNITED PARCEL SERVICE INC CL B 911312106 10,960 51,134 SH   DFND 1 51,134 0 0
UNITEDHEALTH GROUP INC COM 91324P102 19,741 39,314 SH   DFND 1 39,314 0 0
UNITY SOFTWARE INC COM 91332U101 4,223 29,536 SH   DFND 1 29,536 0 0
VECTOR GROUP LTD COM 92240M108 359 31,268 SH   DFND 1 31,268 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 33,576 646,194 SH   DFND 1 646,194 0 0
VISA INC COM CL A 92826C839 10,687 49,316 SH   DFND 1 49,316 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 683 31,242 SH   DFND 1 31,242 0 0
VMWARE INC CL A COM 928563402 1,471 12,695 SH   DFND 1 12,695 0 0
WALMART INC COM 931142103 5,195 35,904 SH   DFND 1 35,904 0 0
WASTE MGMT INC DEL COM 94106L109 3,374 20,217 SH   DFND 1 20,217 0 0
WATSCO INC COM 942622200 3,507 11,210 SH   DFND 1 11,210 0 0
WAYFAIR INC CL A 94419L101 1,578 8,304 SH   DFND 1 8,304 0 0
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WHIRLPOOL CORP COM 963320106 1,995 8,502 SH   DFND 1 8,502 0 0
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WORKDAY INC CL A 98138H101 2,978 10,900 SH   DFND 1 10,900 0 0
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ZOETIS INC CL A 98978V103 2,892 11,853 SH   DFND 1 11,853 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2,850 15,495 SH   DFND 1 15,495 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 5,153 80,264 SH   DFND 1 80,264 0 0
ZSCALER INC COM 98980G102 6,304 19,620 SH   DFND 1 19,620 0 0