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 14,818 99,527 SH   DFND 1 99,527 0 0
ABBOTT LABS COM 002824100 16,183 136,724 SH   DFND 1 136,724 0 0
ABBVIE INC COM 00287Y109 8,644 53,323 SH   DFND 1 53,323 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 12,608 37,387 SH   DFND 1 37,387 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,231 52,818 SH   DFND 1 52,818 0 0
ACUSHNET HLDGS CORP COM 005098108 465 11,549 SH   DFND 1 11,549 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,980 6,541 SH   DFND 1 6,541 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 929 7,024 SH   DFND 1 7,024 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,910 35,933 SH   DFND 1 35,933 0 0
ALLETE INC COM NEW 018522300 343 5,118 SH   DFND 1 5,118 0 0
ALLSTATE CORP COM 020002101 5,694 41,109 SH   DFND 1 41,109 0 0
ALPHABET INC CAP STK CL A 02079K305 18,666 6,711 SH   DFND 1 6,711 0 0
ALTRIA GROUP INC COM 02209S103 5,643 107,995 SH   DFND 1 107,995 0 0
AMAZON COM INC COM 023135106 17,643 5,412 SH   DFND 1 5,412 0 0
AMDOCS LTD SHS G02602103 3,541 43,070 SH   DFND 1 43,070 0 0
AMER STATES WTR CO COM 029899101 376 4,225 SH   DFND 1 4,225 0 0
AMGEN INC COM 031162100 15,383 63,614 SH   DFND 1 63,614 0 0
AMPHENOL CORP NEW CL A 032095101 1,065 14,134 SH   DFND 1 14,134 0 0
ANALOG DEVICES INC COM 032654105 1,487 9,004 SH   DFND 1 9,004 0 0
AON PLC SHS CL A G0403H108 2,327 7,145 SH   DFND 1 7,145 0 0
APPLE INC COM 037833100 32,191 184,358 SH   DFND 1 184,358 0 0
APPLOVIN CORP COM CL A 03831W108 2,771 50,311 SH   DFND 1 50,311 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,269 14,056 SH   DFND 1 14,056 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,230 31,269 SH   DFND 1 31,269 0 0
ASANA INC CL A 04342Y104 3,311 82,828 SH   DFND 1 82,828 0 0
ATLASSIAN CORP PLC CL A G06242104 3,254 11,075 SH   DFND 1 11,075 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,117 9,304 SH   DFND 1 9,304 0 0
AVNET INC COM 053807103 1,017 25,067 SH   DFND 1 25,067 0 0
BAIDU INC SPON ADR REP A 056752108 465 3,515 SH   DFND 1 3,515 0 0
BAXTER INTL INC COM 071813109 1,207 15,572 SH   DFND 1 15,572 0 0
BECTON DICKINSON & CO COM 075887109 1,274 4,788 SH   DFND 1 4,788 0 0
BILIBILI INC SPONS ADS REP Z 090040106 4,164 162,788 SH   DFND 1 162,788 0 0
BILL COM HLDGS INC COM 090043100 4,447 19,610 SH   DFND 1 19,610 0 0
BIO-TECHNE CORP COM 09073M104 961 2,220 SH   DFND 1 2,220 0 0
BLACK HILLS CORP COM 092113109 325 4,224 SH   DFND 1 4,224 0 0
BLACKROCK INC COM 09247X101 1,532 2,005 SH   DFND 1 2,005 0 0
BLACKSTONE INC COM 09260D107 13,967 110,028 SH   DFND 1 110,028 0 0
BLOCK H & R INC COM 093671105 1,914 73,521 SH   DFND 1 73,521 0 0
BORGWARNER INC COM 099724106 1,589 40,847 SH   DFND 1 40,847 0 0
BRADY CORP CL A 104674106 1,094 23,646 SH   DFND 1 23,646 0 0
BROADCOM INC COM 11135F101 1,338 2,125 SH   DFND 1 2,125 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 535 3,437 SH   DFND 1 3,437 0 0
BUNGE LIMITED COM G16962105 4,314 38,933 SH   DFND 1 38,933 0 0
CABLE ONE INC COM 12685J105 726 496 SH   DFND 1 496 0 0
CARLYLE GROUP INC COM 14316J108 3,333 68,149 SH   DFND 1 68,149 0 0
CARTERS INC COM 146229109 620 6,736 SH   DFND 1 6,736 0 0
CASEYS GEN STORES INC COM 147528103 741 3,737 SH   DFND 1 3,737 0 0
CBOE GLOBAL MKTS INC COM 12503M108 3,081 26,930 SH   DFND 1 26,930 0 0
CDK GLOBAL INC COM 12508E101 1,654 33,975 SH   DFND 1 33,975 0 0
CERNER CORP COM 156782104 2,155 23,028 SH   DFND 1 23,028 0 0
CHEMED CORP NEW COM 16359R103 1,634 3,226 SH   DFND 1 3,226 0 0
CHEWY INC CL A 16679L109 1,670 40,959 SH   DFND 1 40,959 0 0
CHUBB LIMITED COM H1467J104 3,194 14,934 SH   DFND 1 14,934 0 0
CHURCH & DWIGHT CO INC COM 171340102 1,708 17,189 SH   DFND 1 17,189 0 0
CINTAS CORP COM 172908105 4,030 9,474 SH   DFND 1 9,474 0 0
CISCO SYS INC COM 17275R102 18,863 338,296 SH   DFND 1 338,296 0 0
CLOROX CO DEL COM 189054109 1,690 12,153 SH   DFND 1 12,153 0 0
CLOUDFLARE INC CL A COM 18915M107 4,523 37,783 SH   DFND 1 37,783 0 0
COCA COLA CO COM 191216100 14,776 238,315 SH   DFND 1 238,315 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,563 17,426 SH   DFND 1 17,426 0 0
COHEN & STEERS INC COM 19247A100 921 10,725 SH   DFND 1 10,725 0 0
COLGATE PALMOLIVE CO COM 194162103 7,422 97,874 SH   DFND 1 97,874 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 537 5,930 SH   DFND 1 5,930 0 0
COMCAST CORP NEW CL A 20030N101 19,429 414,970 SH   DFND 1 414,970 0 0
CONFLUENT INC CLASS A COM 20717M103 3,715 90,615 SH   DFND 1 90,615 0 0
COSTCO WHSL CORP NEW COM 22160K105 9,962 17,299 SH   DFND 1 17,299 0 0
COUPA SOFTWARE INC COM 22266L106 1,649 16,226 SH   DFND 1 16,226 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,064 22,300 SH   DFND 1 22,300 0 0
CSG SYS INTL INC COM 126349109 1,013 15,931 SH   DFND 1 15,931 0 0
CSX CORP COM 126408103 2,449 65,404 SH   DFND 1 65,404 0 0
CUMMINS INC COM 231021106 2,092 10,198 SH   DFND 1 10,198 0 0
DATADOG INC CL A COM 23804L103 4,769 31,487 SH   DFND 1 31,487 0 0
DIGITAL TURBINE INC COM NEW 25400W102 3,708 84,635 SH   DFND 1 84,635 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 2,884 49,852 SH   DFND 1 49,852 0 0
DOCUSIGN INC COM 256163106 3,139 29,305 SH   DFND 1 29,305 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 2,767 35,372 SH   DFND 1 35,372 0 0
DOLLAR GEN CORP NEW COM 256677105 3,148 14,142 SH   DFND 1 14,142 0 0
DONALDSON INC COM 257651109 1,992 38,367 SH   DFND 1 38,367 0 0
DOORDASH INC CL A 25809K105 2,656 22,664 SH   DFND 1 22,664 0 0
DYNATRACE INC COM NEW 268150109 2,275 48,311 SH   DFND 1 48,311 0 0
EBAY INC. COM 278642103 1,396 24,376 SH   DFND 1 24,376 0 0
ELASTIC N V ORD SHS N14506104 2,636 29,632 SH   DFND 1 29,632 0 0
ELECTRONIC ARTS INC COM 285512109 1,250 9,881 SH   DFND 1 9,881 0 0
EMERSON ELEC CO COM 291011104 2,183 22,268 SH   DFND 1 22,268 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,980 41,910 SH   DFND 1 41,910 0 0
ENNIS INC COM 293389102 387 20,943 SH   DFND 1 20,943 0 0
ERIE INDTY CO CL A 29530P102 3,351 19,025 SH   DFND 1 19,025 0 0
ESSENTIAL UTILS INC COM 29670G102 628 12,284 SH   DFND 1 12,284 0 0
ETSY INC COM 29786A106 1,480 11,911 SH   DFND 1 11,911 0 0
EVERCORE INC CLASS A 29977A105 1,206 10,830 SH   DFND 1 10,830 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,271 22,012 SH   DFND 1 22,012 0 0
EXPONENT INC COM 30214U102 1,061 9,816 SH   DFND 1 9,816 0 0
FASTENAL CO COM 311900104 4,350 73,231 SH   DFND 1 73,231 0 0
FLOWERS FOODS INC COM 343498101 2,275 88,491 SH   DFND 1 88,491 0 0
FORTINET INC COM 34959E109 2,915 8,530 SH   DFND 1 8,530 0 0
FRANKLIN ELEC INC COM 353514102 675 8,132 SH   DFND 1 8,132 0 0
GARMIN LTD SHS H2906T109 2,364 19,927 SH   DFND 1 19,927 0 0
GENERAL DYNAMICS CORP COM 369550108 2,771 11,491 SH   DFND 1 11,491 0 0
GENERAL MLS INC COM 370334104 2,081 30,734 SH   DFND 1 30,734 0 0
GENPACT LIMITED SHS G3922B107 1,547 35,553 SH   DFND 1 35,553 0 0
GENTEX CORP COM 371901109 3,129 107,262 SH   DFND 1 107,262 0 0
GILEAD SCIENCES INC COM 375558103 7,270 122,288 SH   DFND 1 122,288 0 0
GITLAB INC CLASS A COM 37637K108 4,449 81,701 SH   DFND 1 81,701 0 0
GLOBAL E ONLINE LTD SHS M5216V106 3,976 117,714 SH   DFND 1 117,714 0 0
GRACO INC COM 384109104 3,023 43,352 SH   DFND 1 43,352 0 0
GRAHAM HLDGS CO COM CL B 384637104 835 1,365 SH   DFND 1 1,365 0 0
HAMILTON LANE INC CL A 407497106 742 9,604 SH   DFND 1 9,604 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 359 8,494 SH   DFND 1 8,494 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 263 14,167 SH   DFND 1 14,167 0 0
HENRY JACK & ASSOC INC COM 426281101 3,854 19,557 SH   DFND 1 19,557 0 0
HERSHEY CO COM 427866108 3,127 14,434 SH   DFND 1 14,434 0 0
HOME DEPOT INC COM 437076102 30,650 102,397 SH   DFND 1 102,397 0 0
HONEYWELL INTL INC COM 438516106 10,085 51,829 SH   DFND 1 51,829 0 0
HORMEL FOODS CORP COM 440452100 2,038 39,549 SH   DFND 1 39,549 0 0
HOULIHAN LOKEY INC CL A 441593100 3,263 37,161 SH   DFND 1 37,161 0 0
HUBSPOT INC COM 443573100 2,881 6,067 SH   DFND 1 6,067 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 2,214 22,078 SH   DFND 1 22,078 0 0
IDACORP INC COM 451107106 766 6,636 SH   DFND 1 6,636 0 0
ILLINOIS TOOL WKS INC COM 452308109 12,427 59,347 SH   DFND 1 59,347 0 0
INGREDION INC COM 457187102 1,776 20,384 SH   DFND 1 20,384 0 0
INTEL CORP COM 458140100 4,703 94,885 SH   DFND 1 94,885 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,143 8,793 SH   DFND 1 8,793 0 0
INTERPUBLIC GROUP COS INC COM 460690100 3,224 90,939 SH   DFND 1 90,939 0 0
INTUIT COM 461202103 3,256 6,771 SH   DFND 1 6,771 0 0
IRONSOURCE LTD CL A ORD SHS M5R75Y101 3,112 648,378 SH   DFND 1 648,378 0 0
ITT INC COM 45073V108 497 6,610 SH   DFND 1 6,610 0 0
J & J SNACK FOODS CORP COM 466032109 382 2,460 SH   DFND 1 2,460 0 0
JOHNSON & JOHNSON COM 478160104 43,677 246,440 SH   DFND 1 246,440 0 0
JPMORGAN CHASE & CO COM 46625H100 2,304 16,902 SH   DFND 1 16,902 0 0
JUNIPER NETWORKS INC COM 48203R104 4,418 118,883 SH   DFND 1 118,883 0 0
KIMBERLY-CLARK CORP COM 494368103 3,574 29,019 SH   DFND 1 29,019 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,974 11,968 SH   DFND 1 11,968 0 0
LAMB WESTON HLDGS INC COM 513272104 960 16,028 SH   DFND 1 16,028 0 0
LANCASTER COLONY CORP COM 513847103 1,696 11,369 SH   DFND 1 11,369 0 0
LANDSTAR SYS INC COM 515098101 983 6,519 SH   DFND 1 6,519 0 0
LAUDER ESTEE COS INC CL A 518439104 2,347 8,619 SH   DFND 1 8,619 0 0
LAZARD LTD SHS A G54050102 1,630 47,260 SH   DFND 1 47,260 0 0
LEAR CORP COM NEW 521865204 473 3,320 SH   DFND 1 3,320 0 0
LEGGETT & PLATT INC COM 524660107 1,091 31,355 SH   DFND 1 31,355 0 0
LILLY ELI & CO COM 532457108 18,109 63,237 SH   DFND 1 63,237 0 0
LINCOLN ELEC HLDGS INC COM 533900106 2,994 21,726 SH   DFND 1 21,726 0 0
LITTELFUSE INC COM 537008104 881 3,532 SH   DFND 1 3,532 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 4,414 37,517 SH   DFND 1 37,517 0 0
LOCKHEED MARTIN CORP COM 539830109 26,789 60,692 SH   DFND 1 60,692 0 0
LOWES COS INC COM 548661107 6,258 30,951 SH   DFND 1 30,951 0 0
LPL FINL HLDGS INC COM 50212V100 650 3,560 SH   DFND 1 3,560 0 0
M D C HLDGS INC COM 552676108 388 10,258 SH   DFND 1 10,258 0 0
MARSH & MCLENNAN COS INC COM 571748102 4,961 29,111 SH   DFND 1 29,111 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,860 10,801 SH   DFND 1 10,801 0 0
MATCH GROUP INC NEW COM 57667L107 1,754 16,130 SH   DFND 1 16,130 0 0
MAXIMUS INC COM 577933104 2,980 39,765 SH   DFND 1 39,765 0 0
MCDONALDS CORP COM 580135101 24,020 97,137 SH   DFND 1 97,137 0 0
MDU RES GROUP INC COM 552690109 816 30,620 SH   DFND 1 30,620 0 0
MEDTRONIC PLC SHS G5960L103 4,893 44,098 SH   DFND 1 44,098 0 0
MERCADOLIBRE INC COM 58733R102 4,538 3,815 SH   DFND 1 3,815 0 0
MERCK & CO INC COM 58933Y105 14,245 173,611 SH   DFND 1 173,611 0 0
MERCURY GENL CORP NEW COM 589400100 1,451 26,385 SH   DFND 1 26,385 0 0
META PLATFORMS INC CL A 30303M102 6,465 29,076 SH   DFND 1 29,076 0 0
MGE ENERGY INC COM 55277P104 399 5,004 SH   DFND 1 5,004 0 0
MGIC INVT CORP WIS COM 552848103 431 31,836 SH   DFND 1 31,836 0 0
MICROSOFT CORP COM 594918104 58,157 188,630 SH   DFND 1 188,630 0 0
MOELIS & CO CL A 60786M105 1,714 36,514 SH   DFND 1 36,514 0 0
MONDAY COM LTD SHS M7S64H106 4,189 26,501 SH   DFND 1 26,501 0 0
MONDELEZ INTL INC CL A 609207105 5,009 79,782 SH   DFND 1 79,782 0 0
MONGODB INC CL A 60937P106 4,651 10,486 SH   DFND 1 10,486 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,779 3,663 SH   DFND 1 3,663 0 0
MOODYS CORP COM 615369105 2,793 8,277 SH   DFND 1 8,277 0 0
MORNINGSTAR INC COM 617700109 1,230 4,502 SH   DFND 1 4,502 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,312 5,415 SH   DFND 1 5,415 0 0
MSCI INC COM 55354G100 1,240 2,466 SH   DFND 1 2,466 0 0
MURPHY USA INC COM 626755102 657 3,288 SH   DFND 1 3,288 0 0
NATIONAL FUEL GAS CO COM 636180101 651 9,477 SH   DFND 1 9,477 0 0
NATIONAL HEALTHCARE CORP COM 635906100 2,419 34,445 SH   DFND 1 34,445 0 0
NATIONAL INSTRS CORP COM 636518102 1,192 29,375 SH   DFND 1 29,375 0 0
NETFLIX INC COM 64110L106 2,164 5,777 SH   DFND 1 5,777 0 0
NEW JERSEY RES CORP COM 646025106 342 7,456 SH   DFND 1 7,456 0 0
NEW YORK TIMES CO CL A 650111107 482 10,517 SH   DFND 1 10,517 0 0
NEWS CORP NEW CL A 65249B109 1,250 56,434 SH   DFND 1 56,434 0 0
NIKE INC CL B 654106103 5,665 42,100 SH   DFND 1 42,100 0 0
NORFOLK SOUTHN CORP COM 655844108 2,979 10,445 SH   DFND 1 10,445 0 0
NORTHROP GRUMMAN CORP COM 666807102 9,513 21,272 SH   DFND 1 21,272 0 0
NORTHWESTERN CORP COM NEW 668074305 290 4,787 SH   DFND 1 4,787 0 0
NRG ENERGY INC COM NEW 629377508 365 9,523 SH   DFND 1 9,523 0 0
OGE ENERGY CORP COM 670837103 839 20,575 SH   DFND 1 20,575 0 0
OKTA INC CL A 679295105 3,414 22,616 SH   DFND 1 22,616 0 0
OLD REP INTL CORP COM 680223104 3,416 132,050 SH   DFND 1 132,050 0 0
ONE GAS INC COM 68235P108 451 5,115 SH   DFND 1 5,115 0 0
ONEMAIN HLDGS INC COM 68268W103 405 8,543 SH   DFND 1 8,543 0 0
ORACLE CORP COM 68389X105 8,553 103,388 SH   DFND 1 103,388 0 0
OSHKOSH CORP COM 688239201 598 5,941 SH   DFND 1 5,941 0 0
OTTER TAIL CORP COM 689648103 363 5,808 SH   DFND 1 5,808 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 3,105 226,118 SH   DFND 1 226,118 0 0
PALO ALTO NETWORKS INC COM 697435105 2,649 4,256 SH   DFND 1 4,256 0 0
PAYCHEX INC COM 704326107 2,253 16,508 SH   DFND 1 16,508 0 0
PAYCOM SOFTWARE INC COM 70432V102 2,248 6,490 SH   DFND 1 6,490 0 0
PAYLOCITY HLDG CORP COM 70438V106 1,922 9,339 SH   DFND 1 9,339 0 0
PEPSICO INC COM 713448108 13,513 80,731 SH   DFND 1 80,731 0 0
PFIZER INC COM 717081103 30,704 593,080 SH   DFND 1 593,080 0 0
PHILIP MORRIS INTL INC COM 718172109 10,217 108,757 SH   DFND 1 108,757 0 0
PINDUODUO INC SPONSORED ADS 722304102 4,082 101,779 SH   DFND 1 101,779 0 0
PINNACLE WEST CAP CORP COM 723484101 931 11,926 SH   DFND 1 11,926 0 0
PINTEREST INC CL A 72352L106 2,047 83,158 SH   DFND 1 83,158 0 0
PNM RES INC COM 69349H107 257 5,393 SH   DFND 1 5,393 0 0
POLARIS INC COM 731068102 549 5,212 SH   DFND 1 5,212 0 0
POWER INTEGRATIONS INC COM 739276103 492 5,306 SH   DFND 1 5,306 0 0
PREMIER INC CL A 74051N102 3,070 86,260 SH   DFND 1 86,260 0 0
PRICE T ROWE GROUP INC COM 74144T108 8,204 54,266 SH   DFND 1 54,266 0 0
PROCTER AND GAMBLE CO COM 742718109 40,594 265,667 SH   DFND 1 265,667 0 0
PROGRESS SOFTWARE CORP COM 743312100 599 12,717 SH   DFND 1 12,717 0 0
QUALCOMM INC COM 747525103 886 5,795 SH   DFND 1 5,795 0 0
QUALTRICS INTL INC COM CL A 747601201 2,157 75,538 SH   DFND 1 75,538 0 0
QUEST DIAGNOSTICS INC COM 74834L100 2,142 15,650 SH   DFND 1 15,650 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 827 28,173 SH   DFND 1 28,173 0 0
RINGCENTRAL INC CL A 76680R206 2,113 18,025 SH   DFND 1 18,025 0 0
RLI CORP COM 749607107 1,585 14,325 SH   DFND 1 14,325 0 0
ROBERT HALF INTL INC COM 770323103 3,580 31,352 SH   DFND 1 31,352 0 0
ROBLOX CORP CL A 771049103 3,873 83,753 SH   DFND 1 83,753 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,815 6,482 SH   DFND 1 6,482 0 0
ROKU INC COM CL A 77543R102 3,431 27,390 SH   DFND 1 27,390 0 0
S&P GLOBAL INC COM 78409V104 10,304 25,120 SH   DFND 1 25,120 0 0
SAFETY INS GROUP INC COM 78648T100 1,752 19,284 SH   DFND 1 19,284 0 0
SALESFORCE COM INC COM 79466L302 4,370 20,580 SH   DFND 1 20,580 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 926 36,333 SH   DFND 1 36,333 0 0
SEA LTD SPONSORD ADS 81141R100 6,081 50,766 SH   DFND 1 50,766 0 0
SEI INVTS CO COM 784117103 3,351 55,659 SH   DFND 1 55,659 0 0
SENTINELONE INC CL A 81730H109 4,307 111,171 SH   DFND 1 111,171 0 0
SERVICE CORP INTL COM 817565104 3,527 53,583 SH   DFND 1 53,583 0 0
SERVICENOW INC COM 81762P102 3,717 6,674 SH   DFND 1 6,674 0 0
SHOPIFY INC CL A 82509L107 4,891 7,235 SH   DFND 1 7,235 0 0
SIMPSON MFG INC COM 829073105 557 5,106 SH   DFND 1 5,106 0 0
SMARTSHEET INC COM CL A 83200N103 3,325 60,702 SH   DFND 1 60,702 0 0
SMITH A O CORP COM 831865209 3,012 47,150 SH   DFND 1 47,150 0 0
SNAP INC CL A 83304A106 4,941 137,300 SH   DFND 1 137,300 0 0
SNAP ON INC COM 833034101 3,123 15,198 SH   DFND 1 15,198 0 0
SNOWFLAKE INC CL A 833445109 6,296 27,478 SH   DFND 1 27,478 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 359 4,586 SH   DFND 1 4,586 0 0
SPIRE INC COM 84857L101 409 5,705 SH   DFND 1 5,705 0 0
SPLUNK INC COM 848637104 1,975 13,289 SH   DFND 1 13,289 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,538 10,186 SH   DFND 1 10,186 0 0
STANDARD MTR PRODS INC COM 853666105 675 15,650 SH   DFND 1 15,650 0 0
STARBUCKS CORP COM 855244109 8,853 97,322 SH   DFND 1 97,322 0 0
STEWART INFORMATION SVCS COR COM 860372101 922 15,209 SH   DFND 1 15,209 0 0
STRYKER CORPORATION COM 863667101 1,288 4,818 SH   DFND 1 4,818 0 0
STURM RUGER & CO INC COM 864159108 765 10,983 SH   DFND 1 10,983 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,829 11,896 SH   DFND 1 11,896 0 0
TARGET CORP COM 87612E106 4,920 23,184 SH   DFND 1 23,184 0 0
TE CONNECTIVITY LTD SHS H84989104 856 6,532 SH   DFND 1 6,532 0 0
TEXAS INSTRS INC COM 882508104 17,925 97,692 SH   DFND 1 97,692 0 0
THE TRADE DESK INC COM CL A 88339J105 3,021 43,621 SH   DFND 1 43,621 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,913 3,239 SH   DFND 1 3,239 0 0
TJX COS INC NEW COM 872540109 2,844 46,938 SH   DFND 1 46,938 0 0
TOOTSIE ROLL INDS INC COM 890516107 526 15,052 SH   DFND 1 15,052 0 0
TORO CO COM 891092108 2,677 31,314 SH   DFND 1 31,314 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,022 13,244 SH   DFND 1 13,244 0 0
TWILIO INC CL A 90138F102 3,578 21,709 SH   DFND 1 21,709 0 0
TWITTER INC COM 90184L102 1,943 50,226 SH   DFND 1 50,226 0 0
UGI CORP NEW COM 902681105 1,795 49,571 SH   DFND 1 49,571 0 0
UIPATH INC CL A 90364P105 2,444 113,220 SH   DFND 1 113,220 0 0
UNIFIRST CORP MASS COM 904708104 362 1,965 SH   DFND 1 1,965 0 0
UNION PAC CORP COM 907818108 12,447 45,558 SH   DFND 1 45,558 0 0
UNITED PARCEL SERVICE INC CL B 911312106 11,615 54,158 SH   DFND 1 54,158 0 0
UNITEDHEALTH GROUP INC COM 91324P102 21,238 41,645 SH   DFND 1 41,645 0 0
UNITY SOFTWARE INC COM 91332U101 3,467 34,942 SH   DFND 1 34,942 0 0
VECTOR GROUP LTD COM 92240M108 398 33,043 SH   DFND 1 33,043 0 0
VERISIGN INC COM 92343E102 815 3,664 SH   DFND 1 3,664 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 34,865 684,434 SH   DFND 1 684,434 0 0
VISA INC COM CL A 92826C839 11,584 52,235 SH   DFND 1 52,235 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 647 33,017 SH   DFND 1 33,017 0 0
VMWARE INC CL A COM 928563402 815 7,161 SH   DFND 1 7,161 0 0
WALMART INC COM 931142103 5,663 38,025 SH   DFND 1 38,025 0 0
WASTE MGMT INC DEL COM 94106L109 3,394 21,414 SH   DFND 1 21,414 0 0
WATSCO INC COM 942622200 3,608 11,845 SH   DFND 1 11,845 0 0
WD 40 CO COM 929236107 621 3,391 SH   DFND 1 3,391 0 0
WEIS MKTS INC COM 948849104 447 6,265 SH   DFND 1 6,265 0 0
WERNER ENTERPRISES INC COM 950755108 511 12,456 SH   DFND 1 12,456 0 0
WESTERN UN CO COM 959802109 2,946 157,191 SH   DFND 1 157,191 0 0
WHIRLPOOL CORP COM 963320106 1,553 8,987 SH   DFND 1 8,987 0 0
WILEY JOHN & SONS INC CL A 968223206 981 18,502 SH   DFND 1 18,502 0 0
WORKDAY INC CL A 98138H101 2,033 8,490 SH   DFND 1 8,490 0 0
YUM BRANDS INC COM 988498101 3,104 26,186 SH   DFND 1 26,186 0 0
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ZOETIS INC CL A 98978V103 2,366 12,546 SH   DFND 1 12,546 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,400 11,944 SH   DFND 1 11,944 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 3,451 57,769 SH   DFND 1 57,769 0 0
ZSCALER INC COM 98980G102 3,969 16,450 SH   DFND 1 16,450 0 0