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
ALIGN TECHNOLOGY INC COM COM 016255101 296 484 SH   DFND   484 0 0
BANK NEW YORK MELLON CORP COM COM 064058100 938 18,301 SH   DFND   18,301 0 0
COLGATE PALMOLIVE CO COM COM 194162103 15,405 189,372 SH   DFND   189,372 0 0
CF INDS HLDGS INC COM COM 125269100 585 11,379 SH   DFND   11,379 0 0
CGI INC CL A SUB VTG SUB VTG 12532H104 14 149 SH   DFND   149 0 0
CSX CORP COM COM 126408103 870 27,120 SH   DFND   27,120 0 0
CADENCE DESIGN SYSTEM INC COM COM 127387108 1,755 12,826 SH   DFND   12,826 0 0
BEYOND MEAT INC COM COM 08862E109 233 1,481 SH   DFND   1,481 0 0
BLACKROCK INC COM COM 09247X101 1,786 2,041 SH   DFND   2,041 0 0
CARNIVAL CORP UNIT 99/99/9999 UNIT 143658300 1,408 53,403 SH   DFND   53,403 0 0
NEW YORK TIMES CO CL A CL A 650111107 626 14,376 SH   DFND   14,376 0 0
PPG INDS INC COM COM 693506107 694 4,090 SH   DFND   4,090 0 0
COSTCO WHSL CORP NEW COM NEW COM 22160K105 1,276 3,226 SH   DFND   3,226 0 0
LAM RESEARCH CORP COM COM 512807108 11,882 18,261 SH   DFND   18,261 0 0
ICICI BANK LIMITED ADR ADR 45104G104 5,680 332,178 SH   DFND   332,178 0 0
MEDIFAST INC COM COM 58470H101 3,155 11,150 SH   DFND   11,150 0 0
TORONTO DOMINION BK ONT COM NEW COM NEW 891160509 9,467 134,944 SH   DFND   134,944 0 0
FMC CORP COM NEW COM NEW 302491303 3,409 31,511 SH   DFND   31,511 0 0
JPMORGAN CHASE & CO COM COM 46625H100 29,116 187,192 SH   DFND   187,192 0 0
NVIDIA CORPORATION COM COM 67066G104 34,305 42,876 SH   DFND   42,876 0 0
DTE ENERGY CO COM COM 233331107 19,287 148,822 SH   DFND   133,793 0 15,029
PRUDENTIAL FINL INC COM COM 744320102 2,283 22,284 SH   DFND   22,284 0 0
SNAP ON INC COM COM 833034101 2,675 11,973 SH   DFND   11,973 0 0
TFI INTL INC COM COM 87241L109 17,939 196,298 SH   DFND   176,783 0 19,515
EBAY INC. COM COM 278642103 7,388 105,222 SH   DFND   105,222 0 0
EDWARDS LIFESCIENCES CORP COM COM 28176E108 21,294 205,604 SH   DFND   205,604 0 0
INSULET CORP COM COM 45784P101 711 2,590 SH   DFND   2,590 0 0
QUALCOMM INC COM COM 747525103 2,933 20,520 SH   DFND   20,520 0 0
HARTFORD FINL SVCS GROUP INC COM COM 416515104 1,530 24,687 SH   DFND   24,687 0 0
HASBRO INC COM COM 418056107 977 10,338 SH   DFND   10,338 0 0
LULULEMON ATHLETICA INC COM COM 550021109 748 2,049 SH   DFND   2,049 0 0
ON SEMICONDUCTOR CORP COM COM 682189105 2,637 68,890 SH   DFND   68,890 0 0
DICKS SPORTING GOODS INC COM COM 253393102 3,339 33,331 SH   DFND   33,331 0 0
SALESFORCE COM INC COM COM 79466L302 15,382 62,971 SH   DFND   62,971 0 0
TERADYNE INC COM COM 880770102 622 4,643 SH   DFND   4,643 0 0
KEURIG DR PEPPER INC COM COM 49271V100 414 11,750 SH   DFND   11,750 0 0
KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 2,239 14,500 SH   DFND   14,500 0 0
POOL CORP COM COM 73278L105 678 1,478 SH   DFND   1,478 0 0
NETFLIX INC COM COM 64110L106 3,180 6,020 SH   DFND   6,020 0 0
NETEASE INC SPONSORED ADS ADS 64110W102 7,227 62,710 SH   DFND   62,710 0 0
MARSH & MCLENNAN COS INC COM COM 571748102 22,500 159,935 SH   DFND   144,045 0 15,890
OWENS CORNING NEW COM NEW COM 690742101 11,971 122,277 SH   DFND   122,277 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A CL A 989207105 644 1,217 SH   DFND   1,217 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A CL A 98980L101 367 948 SH   DFND   948 0 0
VISA INC COM CL A CL A 92826C839 26,318 112,556 SH   DFND   112,556 0 0
US FOODS HLDG CORP COM COM 912008109 738 19,251 SH   DFND   19,251 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 1,163 22,097 SH   DFND   22,097 0 0
VAIL RESORTS INC COM COM 91879Q109 709 2,241 SH   DFND   2,241 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104 6,984 202,916 SH   DFND   202,916 0 0
AUTOZONE INC COM COM 053332102 355 238 SH   DFND   238 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 271 1,488 SH   DFND   1,488 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 44,467 196,079 SH   DFND   196,079 0 0
AMERCO COM COM 023586100 1,048 1,778 SH   DFND   1,778 0 0
BK OF AMERICA CORP COM COM 060505104 9,659 234,273 SH   DFND   234,273 0 0
AGNC INVT CORP COM COM 00123Q104 3,837 227,173 SH   DFND   227,173 0 0
AMGEN INC COM COM 031162100 17,281 70,895 SH   DFND   70,895 0 0
ABIOMED INC COM COM 003654100 1,118 3,583 SH   DFND   3,583 0 0
ACUITY BRANDS INC COM COM 00508Y102 3,588 19,186 SH   DFND   19,186 0 0
CARVANA CO CL A CL A 146869102 1,562 5,176 SH   DFND   5,176 0 0
MAXIM INTEGRATED PRODS INC COM COM 57772K101 7,311 69,388 SH   DFND   69,388 0 0
PVH CORPORATION COM COM 693656100 487 4,526 SH   DFND   4,526 0 0
GOLDMAN SACHS GROUP INC COM COM 38141G104 2,106 5,549 SH   DFND   5,549 0 0
ROGERS COMMUNICATIONS INC CL B CL B 775109200 23,974 450,493 SH   DFND   412,553 0 37,940
ROKU INC COM CL A CL A 77543R102 311 678 SH   DFND   678 0 0
CROCS INC COM COM 227046109 3,167 27,181 SH   DFND   27,181 0 0
LEIDOS HOLDINGS INC COM COM 525327102 583 5,767 SH   DFND   5,767 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM COM A 531229409 1,637 35,146 SH   DFND   35,146 0 0
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 17,203 287,958 SH   DFND   258,483 0 29,475
PULTE GROUP INC COM COM 745867101 8,747 160,293 SH   DFND   160,293 0 0
HDFC BANK LTD SPONSORED ADS SPONSORED ADS 40415F101 7,316 100,058 SH   DFND   100,058 0 0
SNAP INC CL A CL A 83304A106 1,560 22,900 SH   DFND   22,900 0 0
HANESBRANDS INC COM COM 410345102 484 25,900 SH   DFND   25,900 0 0
KLA CORP COM NEW COM 482480100 621 1,915 SH   DFND   1,915 0 0
OKTA INC CL A CL A 679295105 918 3,750 SH   DFND   3,750 0 0
GENERAL MLS INC COM COM 370334104 5,936 97,419 SH   DFND   97,419 0 0
DIGITAL RLTY TR INC COM COM 253868103 1,472 9,782 SH   DFND   9,782 0 0
ENPHASE ENERGY INC COM COM 29355A107 2,599 14,154 SH   DFND   14,154 0 0
TESLA INC COM COM 88160R101 8,233 12,112 SH   DFND   12,112 0 0
TEXTRON INC COM COM 883203101 1,586 23,061 SH   DFND   23,061 0 0
GLOBAL PMTS INC COM COM 37940X102 1,368 7,292 SH   DFND   7,292 0 0
PRICE T ROWE GROUP INC COM COM 74144T108 8,768 44,292 SH   DFND   44,292 0 0
STATE STR CORP COM COM 857477103 1,470 17,861 SH   DFND   17,861 0 0
REGENERON PHARMACEUTICALS COM COM 75886F107 4,881 8,739 SH   DFND   8,739 0 0
SUN LIFE FINANCIAL INC. COM COM 866796105 499 9,673 SH   DFND   9,673 0 0
XPENG INC ADS ADS 98422D105 1,294 29,142 SH   DFND   29,142 0 0
ZOETIS INC CL A CL A 98978V103 1,195 6,415 SH   DFND   6,415 0 0
UNITED RENTALS INC COM COM 911363109 3,122 9,787 SH   DFND   9,787 0 0
VMWARE INC CL A COM CL A COM 928563402 8,213 51,344 SH   DFND   51,344 0 0
WAYFAIR INC CL A CL A 94419L101 1,581 5,009 SH   DFND   5,009 0 0
WELLS FARGO CO NEW COM NEW COM 949746101 587 12,967 SH   DFND   12,967 0 0
WEST FRASER TIMBER CO LTD COM COM ADDED 952845105 11,039 153,611 SH   DFND   153,611 0 0
WORKDAY INC CL A CL A 98138H101 913 3,823 SH   DFND   3,823 0 0
AVERY DENNISON CORP COM COM 053611109 14,984 71,273 SH   DFND   63,931 0 7,342
BORGWARNER INC COM COM 099724106 2,950 60,777 SH   DFND   60,777 0 0
COMCAST CORP NEW CL A CL A 20030N101 47,054 825,211 SH   DFND   795,638 0 29,573
ALPHABET INC CAP STK CL A CL A 02079K305 96,080 39,348 SH   DFND   39,348 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 2,501 8,484 SH   DFND   8,484 0 0
AT&T INC COM COM 00206R102 4,452 154,697 SH   DFND   154,697 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 17,113 61,577 SH   DFND   61,577 0 0
ACTIVISION BLIZZARD INC COM COM 00507V109 12,539 131,376 SH   DFND   131,376 0 0
BIOGEN INC COM COM 09062X103 1,085 3,133 SH   DFND   3,133 0 0
CANADIAN PAC RY LTD COM COM 13645T100 2,181 28,332 SH   DFND   28,332 0 0
CHENIERE ENERGY INC COM NEW COM NEW 16411R208 1,541 17,764 SH   DFND   17,764 0 0
CHEVRON CORP NEW COM NEW COM 166764100 4,162 39,738 SH   DFND   39,738 0 0
MASCO CORP COM COM 574599106 14,029 238,145 SH   DFND   238,145 0 0
COUPA SOFTWARE INC COM COM 22266L106 665 2,536 SH   DFND   2,536 0 0
PTC INC COM COM 69370C100 1,735 12,282 SH   DFND   12,282 0 0
DRAFTKINGS INC COM CL A COM CL A 26142R104 1,464 28,065 SH   DFND   28,065 0 0
DROPBOX INC CL A CL A 26210C104 1,411 46,563 SH   DFND   46,563 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 938 3,279 SH   DFND   3,279 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 754 3,374 SH   DFND   3,374 0 0
TRACTOR SUPPLY CO COM COM 892356106 12,564 67,525 SH   DFND   67,525 0 0
MICROSOFT CORP COM COM 594918104 135,665 500,792 SH   DFND   493,066 0 7,726
NUTRIEN LTD COM COM 67077M108 4,694 77,402 SH   DFND   77,402 0 0
SYSCO CORP COM COM 871829107 1,316 16,924 SH   DFND   16,924 0 0
FIDELITY NATL INFORMATION SV COM COM 31620M106 1,363 9,621 SH   DFND   9,621 0 0
SLACK TECHNOLOGIES INC COM CL A CL A 83088V102 449 10,137 SH   DFND   10,137 0 0
MOODYS CORP COM COM 615369105 399 1,102 SH   DFND   1,102 0 0
OCCIDENTAL PETE CORP COM COM 674599105 1,686 53,903 SH   DFND   53,903 0 0
TANDEM DIABETES CARE INC COM NEW COM NEW 875372203 821 8,433 SH   DFND   8,433 0 0
DELL TECHNOLOGIES INC CL C CL C 24703L202 5,083 51,001 SH   DFND   51,001 0 0
GENERAC HLDGS INC COM COM 368736104 8,425 20,295 SH   DFND   20,295 0 0
INTERNATIONAL FLAVORS&FRAGRA COM COM 459506101 348 2,331 SH   DFND   2,331 0 0
SVB FINANCIAL GROUP COM COM 78486Q101 1,562 2,808 SH   DFND   2,808 0 0
GILEAD SCIENCES INC COM COM 375558103 9,525 138,325 SH   DFND   138,325 0 0
SCHWAB CHARLES CORP COM COM 808513105 6,741 92,580 SH   DFND   92,580 0 0
THE TRADE DESK INC COM CL A COM CL A 88339J105 802 10,370 SH   DFND   10,370 0 0
NETAPP INC COM COM 64110D104 4,681 57,208 SH   DFND   57,208 0 0
PROCTER AND GAMBLE CO COM COM 742718109 47,435 351,555 SH   DFND   333,670 0 17,885
DISCOVERY INC COM SER A COM SER A 25470F104 1,546 50,407 SH   DFND   50,407 0 0
PROGRESSIVE CORP COM COM 743315103 5,936 60,437 SH   DFND   60,437 0 0
COPART INC COM COM 217204106 805 6,107 SH   DFND   6,107 0 0
CORNING INC COM COM 219350105 2,717 66,429 SH   DFND   66,429 0 0
HORMEL FOODS CORP COM COM 440452100 485 10,158 SH   DFND   10,158 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 22,110 394,604 SH   DFND   359,842 0 34,762
VERTEX PHARMACEUTICALS INC COM COM 92532F100 11,240 55,747 SH   DFND   55,747 0 0
YETI HLDGS INC COM COM 98585X104 3,226 35,136 SH   DFND   35,136 0 0
WABTEC COM COM 929740108 1,195 14,516 SH   DFND   14,516 0 0
WESTROCK CO COM COM 96145D105 1,446 27,168 SH   DFND   27,168 0 0
TRIMBLE INC COM COM 896239100 1,408 17,201 SH   DFND   17,201 0 0
AUTODESK INC COM COM 052769106 1,174 4,023 SH   DFND   4,023 0 0
AUTOMATIC DATA PROCESSING IN COM COM 053015103 33,124 166,770 SH   DFND   156,348 0 10,422
AVANGRID INC COM COM 05351W103 1,149 22,339 SH   DFND   22,339 0 0
ALLSTATE CORP COM COM 020002101 42,612 326,677 SH   DFND   308,675 0 18,002
BROADCOM INC COM COM ADDED 11135F101 618 1,296 SH   DFND   1,296 0 0
AMERICAN INTL GROUP INC COM NEW COM NEW 026874784 615 12,914 SH   DFND   12,914 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A CL A 192446102 3,403 49,135 SH   DFND   49,135 0 0
CME GROUP INC COM COM CL A 12572Q105 1,283 6,034 SH   DFND   6,034 0 0
BAXTER INTL INC COM COM 071813109 372 4,626 SH   DFND   4,626 0 0
APPLE INC COM COM 037833100 104,613 763,819 SH   DFND   763,819 0 0
CERNER CORP COM COM 156782104 410 5,242 SH   DFND   5,242 0 0
AGILENT TECHNOLOGIES INC COM COM 00846U101 680 4,598 SH   DFND   4,598 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 4,131 11,316 SH   DFND   11,316 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 1,533 8,035 SH   DFND   8,035 0 0
COSTAR GROUP INC COM COM 22160N109 7 90 SH   DFND   90 0 0
GODADDY INC CL A CL A 380237107 1,682 19,341 SH   DFND   19,341 0 0
MCDONALDS CORP COM COM 580135101 357 1,546 SH   DFND   1,546 0 0
LAUDER ESTEE COS INC CL A CL A 518439104 12 38 SH   DFND   38 0 0
CROWDSTRIKE HLDGS INC CL A CL A 22788C105 684 2,721 SH   DFND   2,721 0 0
CUMMINS INC COM COM 231021106 12,839 52,661 SH   DFND   52,661 0 0
LEVI STRAUSS & CO NEW CL A COM STK CL A COM 52736R102 508 18,339 SH   DFND   18,339 0 0
SBA COMMUNICATIONS CORP NEW CL A NEW CL A 78410G104 515 1,617 SH   DFND   1,617 0 0
FEDEX CORP COM COM 31428X106 6,327 21,208 SH   DFND   21,208 0 0
MICRON TECHNOLOGY INC COM COM 595112103 5,259 61,890 SH   DFND   61,890 0 0
FREEPORT-MCMORAN INC CL B CL B 35671D857 1,134 30,560 SH   DFND   30,560 0 0
TJX COS INC NEW COM COM 872540109 1,064 15,787 SH   DFND   15,787 0 0
DANAHER CORPORATION COM COM 235851102 9,945 37,058 SH   DFND   37,058 0 0
HCA HEALTHCARE INC COM COM 40412C101 5,994 28,992 SH   DFND   28,992 0 0
JOHNSON & JOHNSON COM COM 478160104 22,682 137,685 SH   DFND   123,609 0 14,076
LIVE NATION ENTERTAINMENT IN COM COM 538034109 587 6,698 SH   DFND   6,698 0 0
HALLIBURTON CO COM COM 406216101 7,918 342,463 SH   DFND   342,463 0 0
LOUISIANA PAC CORP COM COM 546347105 4,454 73,879 SH   DFND   73,879 0 0
FIRST SOLAR INC COM COM 336433107 1,129 12,469 SH   DFND   12,469 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 1,609 10,974 SH   DFND   10,974 0 0
PLUG POWER INC COM NEW COM NEW 72919P202 1,611 47,132 SH   DFND   47,132 0 0
KILROY RLTY CORP COM COM 49427F108 344 4,942 SH   DFND   4,942 0 0
POTLATCHDELTIC CORPORATION COM COM 737630103 4,498 84,622 SH   DFND   84,622 0 0
SQUARE INC CL A CL A 852234103 3,203 13,138 SH   DFND   13,138 0 0
ORGANON & CO COMMON STOCK ADDED ADDED 68622V106 144 4,755 SH   DFND   4,755 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 19,294 38,246 SH   DFND   38,246 0 0
EQUINIX INC COM COM 29444U700 673 839 SH   DFND   839 0 0
EQUITY RESIDENTIAL SH BEN INT INT 29476L107 661 8,581 SH   DFND   8,581 0 0
MANULIFE FINL CORP COM COM 56501R106 1,620 82,240 SH   DFND   82,240 0 0
MARATHON OIL CORP COM COM 565849106 3,184 233,782 SH   DFND   233,782 0 0
CONOCOPHILLIPS COM COM 20825C104 7,023 115,326 SH   DFND   115,326 0 0
HOME DEPOT INC COM COM 437076102 25,343 79,473 SH   DFND   79,473 0 0
SEA LTD SPONSORD ADS ADS 81141R100 3,689 13,435 SH   DFND   13,435 0 0
EVERSOURCE ENERGY COM COM 30040W108 922 11,486 SH   DFND   11,486 0 0
VEREIT INC COM COM 92339V308 1,514 32,953 SH   DFND   32,953 0 0
XYLEM INC COM COM 98419M100 2,323 19,365 SH   DFND   19,365 0 0
TWITTER INC COM COM 90184L102 1,785 25,934 SH   DFND   25,934 0 0
TYSON FOODS INC CL A CL A 902494103 19,321 261,946 SH   DFND   261,946 0 0
UNION PAC CORP COM COM 907818108 1,643 7,469 SH   DFND   7,469 0 0
UNITED PARCEL SERVICE INC CL B CL B 911312106 17,476 84,031 SH   DFND   75,953 0 8,078
WASTE MGMT INC DEL COM COM 94106L109 819 5,848 SH   DFND   5,848 0 0
ROYAL CARIBBEAN GROUP COM COM V7780T103 1,421 16,661 SH   DFND   16,661 0 0
CLOROX CO DEL COM COM 189054109 4,295 23,872 SH   DFND   23,872 0 0
CLOUDFLARE INC CL A COM COM 18915M107 1,097 10,366 SH   DFND   10,366 0 0
CBRE GROUP INC CL A CL A 12504L109 5,854 68,286 SH   DFND   68,286 0 0
ABBOTT LABS COM COM 002824100 20,692 178,483 SH   DFND   162,784 0 15,699
CITIGROUP INC COM NEW COM NEW 172967424 8,494 120,053 SH   DFND   120,053 0 0
CITRIX SYS INC COM COM 177376100 6,640 56,623 SH   DFND   56,623 0 0
RKSHIRE HATHAWAY INC DEL CL A CL A 084670108 2,512 6 SH   DFND   6 0 0
CONAGRA BRANDS INC COM COM 205887102 772 21,222 SH   DFND   21,222 0 0
LABORATORY CORP AMER HLDGS COM NEW COM NEW 50540R409 2,290 8,303 SH   DFND   8,303 0 0
NEWS CORP NEW CL A CL A 65249B109 577 22,374 SH   DFND   22,374 0 0
MERCADOLIBRE INC COM COM 58733R102 322 207 SH   DFND   207 0 0
MERCK & CO INC COM COM 58933Y105 35,445 455,771 SH   DFND   429,371 0 26,400
SERVICE CORP INTL COM COM 817565104 2,863 53,433 SH   DFND   53,433 0 0
FACTSET RESH SYS INC COM COM 303075105 365 1,087 SH   DFND   1,087 0 0
FRANKLIN RESOURCES INC COM COM 354613101 953 29,791 SH   DFND   29,791 0 0
MICROCHIP TECHNOLOGY INC. COM COM 595017104 1,664 11,113 SH   DFND   11,113 0 0
NUCOR CORP COM COM 670346105 818 8,532 SH   DFND   8,532 0 0
PEPSICO INC COM COM 713448108 22,111 149,225 SH   DFND   135,655 0 13,570
FIFTH THIRD BANCORP COM COM 316773100 549 14,364 SH   DFND   14,364 0 0
DARLING INGREDIENTS INC COM COM 237266101 3,020 44,741 SH   DFND   44,741 0 0
JD.COM INC SPON ADR CL A CL A 47215P106 3,221 40,358 SH   DFND   40,358 0 0
QORVO INC COM COM 74736K101 1,694 8,657 SH   DFND   8,657 0 0
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 250 904 SH   DFND   904 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADR 874039100 13,886 115,566 SH   DFND   115,566 0 0
DEERE & CO COM COM 244199105 20,803 58,981 SH   DFND   58,981 0 0
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 4,794 25,615 SH   DFND   25,615 0 0
MURPHY USA INC COM COM 626755102 770 5,773 SH   DFND   5,773 0 0
TC ENERGY CORP COM COM 87807B107 25 498 SH   DFND   498 0 0
DELTA AIR LINES INC DEL COM NEW COM NEW 247361702 1,260 29,124 SH   DFND   29,124 0 0
NIO INC SPON ADS ADS 62914V106 1,853 34,830 SH   DFND   34,830 0 0
HEALTHPEAK PROPERTIES INC COM COM 42250P103 508 15,252 SH   DFND   15,252 0 0
TEXAS INSTRS INC COM COM 882508104 21,328 110,911 SH   DFND   110,911 0 0
KIRKLAND LAKE GOLD LTD COM COM 49741E100 273 7,089 SH   DFND   7,089 0 0
STARWOOD PPTY TR INC COM COM 85571B105 14 536 SH   DFND   536 0 0
EQUITABLE HLDGS INC COM COM 29452E101 1,497 49,168 SH   DFND   49,168 0 0
ESSENTIAL UTILS INC COM COM 29670G102 616 13,476 SH   DFND   13,476 0 0
FISERV INC COM COM 337738108 2,482 23,222 SH   DFND   23,222 0 0
ZSCALER INC COM COM 98980G102 1,595 7,382 SH   DFND   7,382 0 0
WESTERN DIGITAL CORP. COM COM 958102105 2,893 40,649 SH   DFND   40,649 0 0
CATERPILLAR INC COM COM 149123101 547 2,513 SH   DFND   2,513 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 7,660 114,635 SH   DFND   114,635 0 0
ALTRIA GROUP INC COM COM 02209S103 2,328 48,823 SH   DFND   48,823 0 0
AMAZON COM INC COM COM 023135106 14,339 4,168 SH   DFND   4,168 0 0
COCA COLA CO COM COM 191216100 26,897 497,074 SH   DFND   456,657 0 40,417
AMERICAN TOWER CORP NEW COM NEW COM 03027X100 1,352 5,005 SH   DFND   5,005 0 0
CIGNA CORP NEW COM COM 125523100 858 3,619 SH   DFND   3,619 0 0
ABBVIE INC COM COM 00287Y109 5,810 51,581 SH   DFND   51,581 0 0
CITIZENS FINL GROUP INC COM COM 174610105 4,667 101,735 SH   DFND   101,735 0 0
BEST BUY INC COM COM 086516101 6,019 52,344 SH   DFND   52,344 0 0
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 26,392 45,065 SH   DFND   45,065 0 0
ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR 046353108 22,123 369,338 SH   DFND   332,222 0 37,116
ARROW ELECTRS INC COM COM 042735100 3,079 27,045 SH   DFND   27,045 0 0
HUMANA INC COM COM 444859102 4,547 10,270 SH   DFND   10,270 0 0
HUNTINGTON BANCSHARES INC COM COM 446150104 610 42,735 SH   DFND   42,735 0 0
PACCAR INC COM COM 693718108 2,241 25,105 SH   DFND   25,105 0 0
EXPEDITORS INTL WASH INC COM COM 302130109 13,197 104,238 SH   DFND   104,238 0 0
LENNAR CORP CL A CL A 526057104 10,940 110,116 SH   DFND   110,116 0 0
ROYAL BK CDA COM COM 780087102 24,797 244,498 SH   DFND   221,574 0 22,924
GRAND CANYON ED INC COM COM 38526M106 5 57 SH   DFND   57 0 0
INVITATION HOMES INC COM COM 46187W107 630 16,894 SH   DFND   16,894 0 0
NORTHERN TR CORP COM COM 665859104 518 4,483 SH   DFND   4,483 0 0
TRAVELERS COMPANIES INC COM COM 89417E109 18,441 123,181 SH   DFND   110,864 0 12,317
LILLY ELI & CO COM COM 532457108 38,861 169,314 SH   DFND   161,409 0 7,905
INGERSOLL RAND INC COM COM 45687V106 1,563 32,014 SH   DFND   32,014 0 0
MONDELEZ INTL INC CL A CL A 609207105 7,852 125,750 SH   DFND   125,750 0 0
ECOLAB INC COM COM 278865100 856 4,154 SH   DFND   4,154 0 0
HP INC COM COM 40434L105 8,536 282,744 SH   DFND   282,744 0 0
DECKERS OUTDOOR CORP COM COM 243537107 4,634 12,065 SH   DFND   12,065 0 0
ELECTRONIC ARTS INC COM COM 285512109 9,217 64,082 SH   DFND   64,082 0 0
DEVON ENERGY CORP NEW COM COM NEW 25179M103 1,620 55,487 SH   DFND   55,487 0 0
EMCOR GROUP INC COM COM 29084Q100 1,441 11,699 SH   DFND   11,699 0 0
INTEL CORP COM COM 458140100 12,937 230,442 SH   DFND   230,442 0 0
LUMEN TECHNOLOGIES INC COM COM ADDED 550241103 2,386 175,593 SH   DFND   175,593 0 0
NRG ENERGY INC COM NEW COM NEW 629377508 1,872 46,440 SH   DFND   46,440 0 0
OMEGA HEALTHCARE INVS INC COM COM 681936100 603 16,607 SH   DFND   16,607 0 0
PINDUODUO INC SPONSORED ADS SPONSORED ADS 722304102 1,008 7,937 SH   DFND   7,937 0 0
PINTEREST INC CL A CL A 72352L106 1,783 22,590 SH   DFND   22,590 0 0
GENTEX CORP COM COM 371901109 1,871 56,544 SH   DFND   56,544 0 0
KELLOGG CO COM COM 487836108 3,704 57,574 SH   DFND   57,574 0 0
RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 1,425 16,701 SH   DFND   16,701 0 0
SCHLUMBERGER LTD COM STK COM 806857108 7,838 244,859 SH   DFND   244,859 0 0
STEEL DYNAMICS INC COM COM 858119100 13,957 234,184 SH   DFND   234,184 0 0
REGIONS FINANCIAL CORP NEW COM COM 7591EP100 15,512 768,674 SH   DFND   768,674 0 0
HOLOGIC INC COM COM 436440101 10,097 151,335 SH   DFND   151,335 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 38,464 96,054 SH   DFND   91,412 0 4,642
TRUIST FINL CORP COM COM 89832Q109 9,691 174,615 SH   DFND   174,615 0 0
BOOKING HOLDINGS INC COM COM 09857L108 304 139 SH   DFND   139 0 0
ALLY FINL INC COM COM 02005N100 1,456 29,206 SH   DFND   29,206 0 0
CINCINNATI FINL CORP COM COM 172062101 3,147 26,987 SH   DFND   26,987 0 0
BALLARD PWR SYS INC NEW COM COM 058586108 496 27,374 SH   DFND   27,374 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH VT SH 112585104 1,741 34,086 SH   DFND   34,086 0 0
BANK MONTREAL QUE COM COM 063671101 501 4,885 SH   DFND   4,885 0 0
AMERICAN FINL GROUP INC OHIO COM COM 025932104 570 4,569 SH   DFND   4,569 0 0
CAE INC COM COM 124765108 915 29,679 SH   DFND   29,679 0 0
CMS ENERGY CORP COM COM 125896100 19,537 330,683 SH   DFND   297,072 0 33,611
CVS HEALTH CORP COM COM 126650100 33,450 400,891 SH   DFND   375,380 0 25,511
APPLIED MATLS INC COM COM 038222105 30,712 215,677 SH   DFND   215,677 0 0
ARCHER DANIELS MIDLAND CO COM COM 039483102 4,318 71,259 SH   DFND   71,259 0 0
LKQ CORP COM COM 501889208 637 12,941 SH   DFND   12,941 0 0
LPL FINL HLDGS INC COM COM 50212V100 2,891 21,418 SH   DFND   21,418 0 0
NEWELL BRANDS INC COM COM 651229106 1,321 48,099 SH   DFND   48,099 0 0
NEWMONT CORP COM COM 651639106 700 11,044 SH   DFND   11,044 0 0
DOUGLAS EMMETT INC COM COM 25960P109 957 28,478 SH   DFND   28,478 0 0
EXXON MOBIL CORP COM COM 30231G102 1,280 20,289 SH   DFND   20,289 0 0
FORD MTR CO DEL COM COM 345370860 5,677 382,048 SH   DFND   382,048 0 0
FACEBOOK INC CL A CL A 30303M102 8,112 23,331 SH   DFND   23,331 0 0
MERITAGE HOMES CORP COM COM 59001A102 4,828 51,315 SH   DFND   51,315 0 0
FOX CORP CL A COM CL A COM 35137L105 593 15,977 SH   DFND   15,977 0 0
METLIFE INC COM COM 59156R108 4,954 82,779 SH   DFND   82,779 0 0
METTLER TOLEDO INTERNATIONAL COM COM 592688105 378 273 SH   DFND   273 0 0
FASTENAL CO COM COM 311900104 518 9,971 SH   DFND   9,971 0 0
SYNNEX CORP COM COM 87162W100 2,310 18,970 SH   DFND   18,970 0 0
SYNCHRONY FINANCIAL COM COM 87165B103 617 12,711 SH   DFND   12,711 0 0
MONGODB INC CL A CL A 60937P106 1,775 4,911 SH   DFND   4,911 0 0
PFIZER INC COM COM 717081103 4,802 122,633 SH   DFND   122,633 0 0
SKYWORKS SOLUTIONS INC COM COM 83088M102 3,024 15,770 SH   DFND   15,770 0 0
MOSAIC CO NEW COM COM 61945C103 3,770 118,155 SH   DFND   118,155 0 0
SS&C TECHNOLOGIES HLDGS INC COM COM 78467J100 4,108 57,009 SH   DFND   57,009 0 0
JONES LANG LASALLE INC COM COM 48020Q107 3,103 15,874 SH   DFND   15,874 0 0
TARGET CORP COM COM 87612E106 25,175 104,139 SH   DFND   104,139 0 0
DEXCOM INC COM COM 252131107 1,658 3,883 SH   DFND   3,883 0 0
KKR & CO INC COM COM 48251W104 5,312 89,676 SH   DFND   89,676 0 0
TELUS CORPORATION COM COM 87971M103 306 13,627 SH   DFND   13,627 0 0
GENERAL MTRS CO COM COM 37045V100 10,908 184,345 SH   DFND   184,345 0 0
INTUIT COM COM 461202103 990 2,019 SH   DFND   2,019 0 0
HEWLETT PACKARD ENTERPRISE C COM COM 42824C109 5,326 365,290 SH   DFND   365,290 0 0
MAGNA INTL INC COM COM 559222401 3,493 37,688 SH   DFND   37,688 0 0
ORMAT TECHNOLOGIES INC COM COM 686688102 527 7,581 SH   DFND   7,581 0 0
EVERCORE INC CLASS A CLASS A 29977A105 3,305 23,480 SH   DFND   23,480 0 0
KROGER CO COM COM 501044101 455 11,880 SH   DFND   11,880 0 0
CORCEPT THERAPEUTICS INC COM COM 218352102 3,405 154,761 SH   DFND   154,761 0 0
DISCOVER FINL SVCS COM COM 254709108 608 5,137 SH   DFND   5,137 0 0
TWILIO INC CL A CL A 90138F102 2,172 5,511 SH   DFND   5,511 0 0
VIACOMCBS INC CL B CL B 92556H206 1,757 38,864 SH   DFND   38,864 0 0
ALBEMARLE CORP COM COM 012653101 1,282 7,611 SH   DFND   7,611 0 0
CHIPOTLE MEXICAN GRILL INC COM COM 169656105 1,479 954 SH   DFND   954 0 0
CISCO SYS INC COM COM 17275R102 44,393 837,605 SH   DFND   801,025 0 36,580
BAKER HUGHES COMPANY CL A CL A 05722G100 8,654 378,411 SH   DFND   378,411 0 0
BANK NOVA SCOTIA B C COM COM 064149107 1,268 19,476 SH   DFND   19,476 0 0
AMERICAN EXPRESS CO COM COM 025816109 1,538 9,307 SH   DFND   9,307 0 0
AMERICAN WTR WKS CO INC NEW COM NEW COM 030420103 369 2,394 SH   DFND   2,394 0 0
ANTHEM INC COM COM 036752103 32,505 85,137 SH   DFND   79,051 0 6,086
CAPITAL ONE FINL CORP COM COM 14040H105 6,215 40,179 SH   DFND   40,179 0 0
ADVANCED DRAIN SYS INC DEL COM COM 00790R104 6,036 51,784 SH   DFND   51,784 0 0
AGNICO EAGLE MINES LTD COM COM 008474108 343 5,668 SH   DFND   5,668 0 0
SUNRUN INC COM COM 86771W105 1,669 29,927 SH   DFND   29,927 0 0
LAMB WESTON HLDGS INC COM COM 513272104 561 6,959 SH   DFND   6,959 0 0
NEXTERA ENERGY INC COM COM 65339F101 14 188 SH   DFND   188 0 0
NIKE INC CL B CL B 654106103 2,179 14,103 SH   DFND   14,103 0 0
PPL CORP COM COM 69351T106 3,378 120,759 SH   DFND   120,759 0 0
RINGCENTRAL INC CL A CL A 76680R206 754 2,596 SH   DFND   2,596 0 0
SERVICENOW INC COM COM 81762P102 2,148 3,909 SH   DFND   3,909 0 0
IDEX CORP COM COM 45167R104 889 4,042 SH   DFND   4,042 0 0
SHERWIN WILLIAMS CO COM COM 824348106 1,214 4,455 SH   DFND   4,455 0 0
SHOPIFY INC CL A CL A 82509L107 1,189 812 SH   DFND   812 0 0
S&P GLOBAL INC COM COM 78409V104 39,319 95,794 SH   DFND   90,354 0 5,440
PAYPAL HLDGS INC COM COM 70450Y103 12,957 44,453 SH   DFND   44,453 0 0
LINCOLN NATL CORP IND COM COM 534187109 1,414 22,498 SH   DFND   22,498 0 0
SYNOPSYS INC COM COM 871607107 2,904 10,531 SH   DFND   10,531 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM COM 31620R303 565 13,006 SH   DFND   13,006 0 0
JACOBS ENGR GROUP INC COM COM 469814107 576 4,314 SH   DFND   4,314 0 0
MOHAWK INDS INC COM COM 608190104 4,897 25,478 SH   DFND   25,478 0 0
MORGAN STANLEY COM NEW COM NEW 617446448 20,867 227,587 SH   DFND   227,587 0 0
LOWES COS INC COM COM 548661107 38,487 198,415 SH   DFND   189,537 0 8,878
QUANTA SVCS INC COM COM 74762E102 2,607 28,786 SH   DFND   28,786 0 0
INTERNATIONAL PAPER CO COM COM 460146103 5,252 85,663 SH   DFND   85,663 0 0
NOV INC COM COM ADDED 62955J103 1,333 87,011 SH   DFND   87,011 0 0
SPLUNK INC COM COM 848637104 379 2,620 SH   DFND   2,620 0 0
KEYCORP COM COM 493267108 1,439 69,705 SH   DFND   69,705 0 0
KIMBERLY-CLARK CORP COM COM 494368103 35,079 262,214 SH   DFND   247,712 0 14,502
ORACLE CORP COM COM 68389X105 22,271 286,116 SH   DFND   286,116 0 0
SAREPTA THERAPEUTICS INC COM COM 803607100 568 7,301 SH   DFND   7,301 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A CL A 499049104 564 12,415 SH   DFND   12,415 0 0
STARBUCKS CORP COM COM 855244109 1,355 12,120 SH   DFND   12,120 0 0
DISNEY WALT CO COM COM DISNEY 254687106 3,427 19,499 SH   DFND   19,499 0 0
ETSY INC COM COM 29786A106 5,903 28,678 SH   DFND   28,678 0 0
HOWMET AEROSPACE INC COM COM 443201108 1,525 44,253 SH   DFND   44,253 0 0
HUBBELL INC COM COM 443510607 422 2,257 SH   DFND   2,257 0 0
VICI PPTYS INC COM COM 925652109 1,593 51,348 SH   DFND   51,348 0 0
ZILLOW GROUP INC CL A CL A 98954M101 1,775 14,485 SH   DFND   14,485 0 0
VOYA FINANCIAL INC COM COM 929089100 1,392 22,638 SH   DFND   22,638 0 0
V F CORP COM COM 918204108 417 5,081 SH   DFND   5,081 0 0
WHEATON PRECIOUS METALS CORP COM COM 962879102 1,018 23,098 SH   DFND   23,098 0 0
WHIRLPOOL CORP COM COM 963320106 1,480 6,790 SH   DFND   6,790 0 0
WILLIAMS SONOMA INC COM COM 969904101 3,121 19,551 SH   DFND   19,551 0 0
VENTAS INC COM COM 92276F100 973 17,037 SH   DFND   17,037 0 0
XPO LOGISTICS INC COM COM 983793100 1,509 10,786 SH   DFND   10,786 0 0