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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED DRAIN SYS INC DEL COM COM 00790R104   4,097 36,010 SH   DFND   36,010 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102   3,302 39,619 SH   DFND   39,619 0 0
AUTOMATIC DATA PROCESSING IN COM COM 053015103   23,874 108,624 SH   DFND   108,624 0 0
BANK NEW YORK MELLON CORP COM COM 064058100   1,736 38,986 SH   DFND   38,986 0 0
CME GROUP INC COM COM CL A 12572Q105   3,064 16,537 SH   DFND   16,537 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR ADR 20441A102   814 68,721 SH   DFND   68,721 0 0
CUMMINS INC COM COM 231021106   2,741 11,181 SH   DFND   11,181 0 0
DOUGLAS EMMETT INC COM COM 25960P109   543 43,160 SH   DFND   43,160 0 0
DUPONT DE NEMOURS INC COM COM 26614N102   1,532 21,444 SH   DFND   21,444 0 0
GILEAD SCIENCES INC COM COM 375558103   47,945 622,096 SH   DFND   271,926 0 350,170
HILTON WORLDWIDE HLDGS INC COM COM 43300A203   2,103 14,446 SH   DFND   14,446 0 0
INTEL CORP COM COM 458140100   12,181 364,278 SH   DFND   221,534 0 142,744
IQVIA HLDGS INC COM COM 46266C105   1,683 7,488 SH   DFND   7,488 0 0
JACKSON FINANCIAL INC COM CL A CL A 46817M107   766 25,036 SH   DFND   25,036 0 0
LOWES COS INC COM COM 548661107   28,941 128,226 SH   DFND   128,226 0 0
MGM RESORTS INTERNATIONAL COM COM 552953101   1,801 41,013 SH   DFND   41,013 0 0
MCKESSON CORP COM COM 58155Q103   2,473 5,788 SH   DFND   5,788 0 0
MERCK & CO INC COM COM 58933Y105   85,363 739,780 SH   DFND   440,786 0 298,994
OMNICOM GROUP INC COM COM 681919106   2,511 26,395 SH   DFND   26,395 0 0
OWENS CORNING NEW COM NEW COM 690742101   12,479 95,628 SH   DFND   95,628 0 0
RELIANCE STEEL & ALUMINUM CO COM COM 759509102   5,571 20,514 SH   DFND   20,514 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B SPONSORED ADR SER B 833635105   461 6,347 SH   DFND   6,347 0 0
STARBUCKS CORP COM COM 855244109   3,897 39,341 SH   DFND   39,341 0 0
SYNOPSYS INC COM COM 871607107   21,505 49,391 SH   DFND   20,516 0 28,875
PARAMOUNT GLOBAL CLASS A COM COM 92556H107   297 16,019 SH   DFND   16,019 0 0
AVERY DENNISON CORP COM COM 053611109   23,075 134,313 SH   DFND   134,313 0 0
UNITED PARCEL SERVICE INC CL B CL B 911312106   21,442 119,620 SH   DFND   119,620 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADR 874039100   5,761 57,081 SH   DFND   57,081 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A SPONSORED ADS A 92763W103   6,857 415,600 SH   DFND   415,600 0 0
ALLSTATE CORP COM COM 020002101   627 5,748 SH   DFND   5,748 0 0
ARROW ELECTRS INC COM COM 042735100   1,192 8,319 SH   DFND   8,319 0 0
BILL HOLDINGS INC COM COM 090043100   184 1,574 SH   DFND   1,574 0 0
BUILDERS FIRSTSOURCE INC COM COM 12008R107   6,957 51,157 SH   DFND   51,157 0 0
COTERRA ENERGY INC COM COM 127097103   769 30,385 SH   DFND   30,385 0 0
CLOROX CO DEL COM COM 189054109   593 3,729 SH   DFND   3,729 0 0
CLOUDFLARE INC CL A COM COM 18915M107   434 6,641 SH   DFND   6,641 0 0
COPART INC COM COM 217204106   1,502 16,470 SH   DFND   16,470 0 0
D R HORTON INC COM COM 23331A109   1,951 16,034 SH   DFND   16,034 0 0
DOLBY LABORATORIES INC COM CL A COM CL A 25659T107   755 9,019 SH   DFND   9,019 0 0
DOLLAR GEN CORP NEW COM COM 256677105   923 5,435 SH   DFND   5,435 0 0
DOVER CORP COM COM 260003108   1,262 8,547 SH   DFND   8,547 0 0
HUMANA INC COM COM 444859102   2,861 6,398 SH   DFND   6,398 0 0
IMMUNOGEN INC COM COM 45253H101   81 4,296 SH   DFND   4,296 0 0
INGREDION INC COM COM 457187102   59 560 SH   DFND   560 0 0
KINDER MORGAN INC DEL COM COM 49456B101   767 44,556 SH   DFND   44,556 0 0
M & T BK CORP COM COM 55261F104   14,579 117,802 SH   DFND   5,366 0 112,436
M D C HLDGS INC COM COM 552676108   441 9,437 SH   DFND   9,437 0 0
MARVELL TECHNOLOGY INC COM COM 573874104   3,070 51,347 SH   DFND   36,213 0 15,134
MOODYS CORP COM COM 615369105   2,273 6,536 SH   DFND   6,536 0 0
NEWMARKET CORP COM COM 651587107   760 1,890 SH   DFND   1,890 0 0
OCCIDENTAL PETE CORP COM COM 674599105   1,402 23,850 SH   DFND   23,850 0 0
PAYCHEX INC COM COM 704326107   1,065 9,524 SH   DFND   9,524 0 0
QUALCOMM INC COM COM 747525103   4,072 34,206 SH   DFND   34,206 0 0
SIMON PPTY GROUP INC NEW COM NEW COM 828806109   1,151 9,963 SH   DFND   9,963 0 0
TESLA INC COM COM 88160R101   21,100 80,605 SH   DFND   80,605 0 0
UBER TECHNOLOGIES INC COM COM 90353T100   2,352 54,479 SH   DFND   54,479 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108   488 17,133 SH   DFND   17,133 0 0
WASTE CONNECTIONS INC COM COM 94106B101   619 4,333 SH   DFND   4,333 0 0
AES CORP COM COM 00130H105   494 23,846 SH   DFND   23,846 0 0
ARCHER DANIELS MIDLAND CO COM COM 039483102   2,703 35,770 SH   DFND   35,770 0 0
ATLASSIAN CORPORATION CL A CL A 049468101   803 4,784 SH   DFND   4,784 0 0
BROWN FORMAN CORP CL B CL B 115637209   484 7,245 SH   DFND   7,245 0 0
CHURCH & DWIGHT CO INC COM COM 171340102   1,045 10,427 SH   DFND   10,427 0 0
JOYY INC ADS REPSTG COM A COM A 46591M109   2 76 SH   DFND   76 0 0
MONGODB INC CL A CL A 60937P106   642 1,561 SH   DFND   1,561 0 0
OKTA INC CL A CL A 679295105   351 5,056 SH   DFND   5,056 0 0
VEEVA SYS INC CL A COM CL A COM 922475108   678 3,430 SH   DFND   3,430 0 0
WELLTOWER INC COM COM 95040Q104   2,524 31,207 SH   DFND   19,262 0 11,945
ATMOS ENERGY CORP COM COM 049560105   150 1,291 SH   DFND   1,291 0 0
BAKER HUGHES COMPANY CL A CL A 05722G100   5,332 168,673 SH   DFND   168,673 0 0
BAXTER INTL INC COM COM 071813109   670 14,714 SH   DFND   14,714 0 0
C H ROBINSON WORLDWIDE INC COM NEW COM NEW 12541W209   234 2,483 SH   DFND   2,483 0 0
CENTERPOINT ENERGY INC COM COM 15189T107   161 5,509 SH   DFND   5,509 0 0
COOPER COS INC COM NEW COM NEW 216648402   635 1,655 SH   DFND   1,655 0 0
EQT CORP COM COM 26884L109   239 5,808 SH   DFND   5,808 0 0
FLEETCOR TECHNOLOGIES INC COM COM 339041105   382 1,522 SH   DFND   1,522 0 0
HOWMET AEROSPACE INC COM COM 443201108   440 8,887 SH   DFND   8,887 0 0
HUBBELL INC COM COM 443510607   184 554 SH   DFND   554 0 0
INCYTE CORP COM COM 45337C102   154 2,476 SH   DFND   2,476 0 0
REGENCY CTRS CORP COM COM 758849103   134 2,168 SH   DFND   2,168 0 0
WEC ENERGY GROUP INC COM COM 92939U106   779 8,825 SH   DFND   8,825 0 0
COMMERCIAL METALS CO COM COM 201723103   3,285 62,388 SH   DFND   62,388 0 0
GOLD FIELDS LTD SPONSORED ADR SPONSORED ADR 38059T106   4,262 308,140 SH   DFND   308,140 0 0
WATTS WATER TECHNOLOGIES INC CL A CL A 942749102   2,747 14,953 SH   DFND   14,953 0 0
ADVANCE AUTO PARTS INC COM COM 00751Y106   27 385 SH   DFND   385 0 0
ALBERTSONS COS INC COMMON STOCK COMMON STOCK 013091103   335 15,363 SH   DFND   15,363 0 0
U HAUL HOLDING COMPANY COM SER N COM SER N 023586506   17 343 SH   DFND   343 0 0
CROWN HLDGS INC COM COM 228368106   115 1,324 SH   DFND   1,324 0 0
DAVITA INC COM COM 23918K108   31 305 SH   DFND   305 0 0
GENERAC HLDGS INC COM COM 368736104   421 2,820 SH   DFND   2,820 0 0
HF SINCLAIR CORP COM COM 403949100   109 2,434 SH   DFND   2,434 0 0
MARKEL GROUP INC COM COM 570535104   29 21 SH   DFND   21 0 0
MOHAWK INDS INC COM COM 608190104   19 180 SH   DFND   180 0 0
COHEN & STEERS INC COM COM 19247A100   147 2,527 SH   DFND   2,527 0 0
KKR REAL ESTATE FIN TR INC COM COM 48251K100   1,294 106,361 SH   DFND   106,361 0 0
LIFE STORAGE INC COM COM 53223X107   181 1,362 SH   DFND   1,362 0 0
SUNNOVA ENERGY INTL INC. COM COM 86745K104   59 3,220 SH   DFND   3,220 0 0
TUTOR PERINI CORP COM COM 901109108   57 7,966 SH   DFND   7,966 0 0
ACUITY BRANDS INC COM COM 00508Y102   1,626 9,968 SH   DFND   9,968 0 0
AIRBNB INC COM CL A COM CL A 009066101   2,250 17,555 SH   DFND   17,555 0 0
AIR PRODS & CHEMS INC COM COM 009158106   3,386 11,303 SH   DFND   8,747 0 2,556
AMERICAN EXPRESS CO COM COM 025816109   4,574 26,257 SH   DFND   26,257 0 0
AMERICAN INTL GROUP INC COM NEW COM NEW 026874784   39,848 692,532 SH   DFND   249,039 0 443,493
AMGEN INC COM COM 031162100   44,069 198,490 SH   DFND   74,610 0 123,880
BIOGEN INC COM COM 09062X103   2,204 7,737 SH   DFND   7,737 0 0
BLACKROCK INC COM COM 09247X101   3,076 4,450 SH   DFND   4,450 0 0
BOYD GAMING CORP COM COM 103304101   3,351 48,300 SH   DFND   48,300 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS SPON ADR UNITS 344419106   618 5,575 SH   DFND   5,575 0 0
GENERAL MLS INC COM COM 370334104   27,684 360,939 SH   DFND   182,087 0 178,852
INTERNATIONAL BUSINESS MACHS COM COM 459200101   11,154 83,356 SH   DFND   50,007 0 33,349
INTUITIVE SURGICAL INC COM NEW COM NEW 46120E602   8,701 25,446 SH   DFND   11,888 0 13,558
MARRIOTT INTL INC NEW CL A NEW CL A 571903202   6,083 33,116 SH   DFND   33,116 0 0
PNC FINL SVCS GROUP INC COM COM 693475105   2,408 19,119 SH   DFND   19,119 0 0
PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102   839 11,062 SH   DFND   11,062 0 0
SHERWIN WILLIAMS CO COM COM 824348106   3,623 13,646 SH   DFND   13,646 0 0
TRUIST FINL CORP COM COM 89832Q109   1,558 51,320 SH   DFND   51,320 0 0
VORNADO RLTY TR SH BEN INT TR SH BEN INT 929042109   730 40,252 SH   DFND   40,252 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A CL A 98980L101   1,371 20,192 SH   DFND   10,350 0 9,842
AMAZON COM INC COM COM 023135106   41,733 320,136 SH   DFND   320,136 0 0
APTARGROUP INC COM COM 038336103   405 3,494 SH   DFND   3,494 0 0
CBOE GLOBAL MKTS INC COM COM 12503M108   626 4,536 SH   DFND   4,536 0 0
CHEVRON CORP NEW COM NEW COM 166764100   9,783 62,172 SH   DFND   62,172 0 0
DEVON ENERGY CORP NEW COM COM NEW 25179M103   903 18,673 SH   DFND   18,673 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102   605 4,063 SH   DFND   4,063 0 0
FAIR ISAAC CORP COM COM 303250104   808 998 SH   DFND   998 0 0
FASTENAL CO COM COM 311900104   1,776 30,105 SH   DFND   30,105 0 0
FISERV INC COM COM 337738108   37,756 299,291 SH   DFND   101,250 0 198,041
GAMING & LEISURE PPTYS INC COM COM 36467J108   1,593 32,879 SH   DFND   32,879 0 0
GENUINE PARTS CO COM COM 372460105   3,959 23,392 SH   DFND   23,392 0 0
JABIL INC COM COM 466313103   880 8,156 SH   DFND   8,156 0 0
KKR & CO INC COM COM 48251W104   1,240 22,135 SH   DFND   22,135 0 0
LULULEMON ATHLETICA INC COM COM 550021109   1,194 3,154 SH   DFND   3,154 0 0
MID-AMER APT CMNTYS INC COM COM 59522J103   523 3,444 SH   DFND   3,444 0 0
ONEOK INC NEW COM COM 682680103   1,259 20,400 SH   DFND   20,400 0 0
PALO ALTO NETWORKS INC COM COM 697435105   7,574 29,641 SH   DFND   9,432 0 20,209
STEEL DYNAMICS INC COM COM 858119100   17,761 163,049 SH   DFND   68,323 0 94,726
ULTA BEAUTY INC COM COM 90384S303   9,790 20,803 SH   DFND   20,803 0 0
VERISK ANALYTICS INC COM COM 92345Y106   653 2,888 SH   DFND   2,888 0 0
CBRE GROUP INC CL A CL A 12504L109   1,210 14,992 SH   DFND   14,992 0 0
DECKERS OUTDOOR CORP COM COM 243537107   3,807 7,214 SH   DFND   7,214 0 0
GALLAGHER ARTHUR J & CO COM COM 363576109   910 4,146 SH   DFND   4,146 0 0
GRACO INC COM COM 384109104   895 10,368 SH   DFND   10,368 0 0
KEURIG DR PEPPER INC COM COM 49271V100   1,036 33,130 SH   DFND   33,130 0 0
PAYCOM SOFTWARE INC COM COM 70432V102   2,341 7,288 SH   DFND   4,858 0 2,430
SCHLUMBERGER LTD COM STK COM 806857108   6,718 136,777 SH   DFND   136,777 0 0
BLOCK INC CL A CL A 852234103   419 6,292 SH   DFND   6,292 0 0
TRANSUNION COM COM 89400J107   385 4,913 SH   DFND   4,913 0 0
ATKORE INC COM COM 047649108   267 1,711 SH   DFND   1,711 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW SPONSORED ADS NEW 23703Q203   264 6,662 SH   DFND   6,662 0 0
ALCOA CORP COM COM 013872106   112 3,306 SH   DFND   3,306 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109   1,106 9,749 SH   DFND   2,284 0 7,465
AMETEK INC COM COM 031100100   646 3,990 SH   DFND   3,990 0 0
ARES MANAGEMENT CORPORATION CL A COM STK COM 03990B101   623 6,462 SH   DFND   6,462 0 0
BALL CORP COM COM 058498106   331 5,678 SH   DFND   5,678 0 0
BIO RAD LABS INC CL A CL A 090572207   173 456 SH   DFND   456 0 0
CAMDEN PPTY TR SH BEN INT TR SH BEN INT 133131102   117 1,077 SH   DFND   1,077 0 0
FMC CORP COM NEW COM NEW 302491303   280 2,681 SH   DFND   2,681 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM COM 31620R303   149 4,137 SH   DFND   4,137 0 0
FIRST HORIZON CORPORATION COM COM 320517105   138 12,243 SH   DFND   12,243 0 0
FOX CORP CL A COM CL A COM 35137L105   612 17,993 SH   DFND   17,993 0 0
HEICO CORP NEW COM COM 422806109   271 1,532 SH   DFND   1,532 0 0
HORMEL FOODS CORP COM COM 440452100   589 14,656 SH   DFND   14,656 0 0
HUNTINGTON BANCSHARES INC COM COM 446150104   424 39,286 SH   DFND   39,286 0 0
KELLOGG CO COM COM 487836108   602 8,932 SH   DFND   8,932 0 0
NORTHERN TR CORP COM COM 665859104   443 5,969 SH   DFND   5,969 0 0
POOL CORP COM COM 73278L105   411 1,096 SH   DFND   1,096 0 0
RAYMOND JAMES FINL INC COM COM 754730109   246 2,374 SH   DFND   2,374 0 0
ROBERT HALF INTL INC COM COM 770323103   448 5,952 SH   DFND   5,952 0 0
TORO CO COM COM 891092108   399 3,929 SH   DFND   3,929 0 0
TYLER TECHNOLOGIES INC COM COM 902252105   133 319 SH   DFND   319 0 0
UNITED THERAPEUTICS CORP DEL COM COM 91307C102   204 922 SH   DFND   922 0 0
VERISIGN INC COM COM 92343E102   203 899 SH   DFND   899 0 0
CHECK POINT SOFTWARE TECH LT ORD ORD M22465104   125 998 SH   DFND   998 0 0
AGCO CORP COM COM 001084102   2,835 21,569 SH   DFND   21,569 0 0
RLI CORP COM COM 749607107   2,742 20,090 SH   DFND   20,090 0 0
RYERSON HLDG CORP COM COM 783754104   3,048 70,264 SH   DFND   70,264 0 0
VISHAY INTERTECHNOLOGY INC COM COM 928298108   2,863 97,380 SH   DFND   97,380 0 0
CARLYLE GROUP INC COM COM 14316J108   593 18,564 SH   DFND   18,564 0 0
DOMINOS PIZZA INC COM COM 25754A201   54 159 SH   DFND   159 0 0
EASTMAN CHEM CO COM COM 277432100   282 3,370 SH   DFND   3,370 0 0
ASPEN TECHNOLOGY INC COM COM 29109X106   30 179 SH   DFND   179 0 0
GLOBE LIFE INC COM COM 37959E102   17 159 SH   DFND   159 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA COM 531229854   110 1,462 SH   DFND   1,462 0 0
ZILLOW GROUP INC CL C CAP STK CL C 98954M200   104 2,073 SH   DFND   2,073 0 0
BAIN CAP SPECIALTY FIN INC COM STK COM STK 05684B107   1,382 102,323 SH   DFND   102,323 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS SHS 113004105   100 3,076 SH   DFND   3,076 0 0
CARETRUST REIT INC COM COM 14174T107   400 20,166 SH   DFND   20,166 0 0
NEW MTN FIN CORP COM COM 647551100   1,010 81,208 SH   DFND   81,208 0 0
PROSPECT CAP CORP COM COM 74348T102   987 159,258 SH   DFND   159,258 0 0
HYSTER YALE MATLS HANDLING I CL A CL A 449172105   35 618 SH   DFND   618 0 0
MONTAUK RENEWABLES INC COM COM 61218C103   48 6,428 SH   DFND   6,428 0 0
SCHNITZER STEEL INDS INC CL A CL A 806882106   74 2,459 SH   DFND   2,459 0 0
AMERIPRISE FINL INC COM COM 03076C106   19,659 59,185 SH   DFND   4,374 0 54,811
AXON ENTERPRISE INC COM COM 05464C101   939 4,814 SH   DFND   4,814 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702   12,672 37,162 SH   DFND   37,162 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107   2,738 50,627 SH   DFND   50,627 0 0
THE CIGNA GROUP COM COM 125523100   5,579 19,881 SH   DFND   19,881 0 0
COMCAST CORP NEW CL A CL A 20030N101   39,900 960,277 SH   DFND   847,800 0 112,477
DXC TECHNOLOGY CO COM COM 23355L106   320 11,987 SH   DFND   11,987 0 0
DELL TECHNOLOGIES INC CL C CL C 24703L202   4,911 90,758 SH   DFND   15,362 0 75,396
INGEVITY CORP COM COM 45688C107   605 10,404 SH   DFND   10,404 0 0
INTUIT COM COM 461202103   5,705 12,452 SH   DFND   12,452 0 0
JPMORGAN CHASE & CO COM COM 46625H100   77,397 532,155 SH   DFND   384,954 0 147,201
MASTERCARD INCORPORATED CL A CL A 57636Q104   25,553 64,971 SH   DFND   64,971 0 0
METLIFE INC COM COM 59156R108   1,390 24,590 SH   DFND   24,590 0 0
NIKE INC CL B CL B 654106103   32,490 294,370 SH   DFND   112,580 0 181,790
NVIDIA CORPORATION COM COM 67066G104   71,726 169,556 SH   DFND   169,556 0 0
NUTRIEN LTD COM COM 67077M108   644 10,910 SH   DFND   10,910 0 0
ORACLE CORP COM COM 68389X105   50,456 423,679 SH   DFND   89,387 0 334,292
ORMAT TECHNOLOGIES INC COM COM 686688102   1,272 15,812 SH   DFND   15,812 0 0
PRUDENTIAL FINL INC COM COM 744320102   1,516 17,189 SH   DFND   17,189 0 0
REGENERON PHARMACEUTICALS COM COM 75886F107   14,410 20,055 SH   DFND   20,055 0 0
T-MOBILE US INC COM COM 872590104   6,191 44,573 SH   DFND   21,245 0 23,328
TRAVELERS COMPANIES INC COM COM 89417E109   20,441 117,709 SH   DFND   117,709 0 0
UNIVERSAL DISPLAY CORP COM COM 91347P105   610 4,231 SH   DFND   4,231 0 0
WASTE MGMT INC DEL COM COM 94106L109   6,360 36,675 SH   DFND   36,675 0 0
ZOETIS INC CL A CL A 98978V103   4,186 24,305 SH   DFND   24,305 0 0
CREDICORP LTD COM COM G2519Y108   541 3,665 SH   DFND   3,665 0 0
ANALOG DEVICES INC COM COM 032654105   32,927 169,022 SH   DFND   169,022 0 0
CMS ENERGY CORP COM COM 125896100   26,014 442,796 SH   DFND   442,796 0 0
JOHNSON & JOHNSON COM COM 478160104   38,252 231,104 SH   DFND   231,104 0 0
YUM CHINA HLDGS INC COM COM 98850P109   8,980 158,943 SH   DFND   158,943 0 0
AFLAC INC COM COM 001055102   6,107 87,493 SH   DFND   31,547 0 55,946
ALLISON TRANSMISSION HLDGS I COM COM 01973R101   851 15,080 SH   DFND   15,080 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103   938 5,661 SH   DFND   5,661 0 0
CONSTELLATION ENERGY CORP COM COM 21037T109   806 8,808 SH   DFND   8,808 0 0
DOORDASH INC CL A CL A 25809K105   678 8,867 SH   DFND   8,867 0 0
EQUITRANS MIDSTREAM CORP COM COM 294600101   66 6,869 SH   DFND   6,869 0 0
GLOBAL PMTS INC COM COM 37940X102   1,398 14,193 SH   DFND   14,193 0 0
HALLIBURTON CO COM COM 406216101   19,248 583,462 SH   DFND   100,908 0 482,554
HERSHEY CO COM COM 427866108   9,835 39,386 SH   DFND   39,386 0 0
HONEYWELL INTL INC COM COM 438516106   3,978 19,173 SH   DFND   19,173 0 0
INGERSOLL RAND INC COM COM 45687V106   783 11,975 SH   DFND   11,975 0 0
INSIGHT ENTERPRISES INC COM COM 45765U103   794 5,427 SH   DFND   5,427 0 0
JUNIPER NETWORKS INC COM COM 48203R104   348 11,113 SH   DFND   11,113 0 0
KLA CORP COM NEW COM 482480100   31,376 64,690 SH   DFND   4,287 0 60,403
KEYSIGHT TECHNOLOGIES INC COM COM 49338L103   1,295 7,731 SH   DFND   7,731 0 0
MOSAIC CO NEW COM COM 61945C103   478 13,668 SH   DFND   13,668 0 0
NRG ENERGY INC COM NEW COM NEW 629377508   86 2,296 SH   DFND   2,296 0 0
NUTANIX INC CL A CL A 67059N108   55 1,978 SH   DFND   1,978 0 0
PENSKE AUTOMOTIVE GRP INC COM COM 70959W103   474 2,844 SH   DFND   2,844 0 0
PENUMBRA INC COM COM 70975L107   65 190 SH   DFND   190 0 0
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106   1,406 22,462 SH   DFND   22,462 0 0
PULTE GROUP INC COM COM 745867101   2,495 32,117 SH   DFND   32,117 0 0
REPUBLIC SVCS INC COM COM 760759100   4,268 27,865 SH   DFND   27,865 0 0
ROKU INC COM CL A CL A 77543R102   396 6,189 SH   DFND   6,189 0 0
SYSCO CORP COM COM 871829107   759 10,233 SH   DFND   10,233 0 0
3M CO COM COM 88579Y101   2,270 22,679 SH   DFND   22,679 0 0
TRIMBLE INC COM COM 896239100   840 15,874 SH   DFND   15,874 0 0
WILLIAMS COS INC COM COM 969457100   1,390 42,586 SH   DFND   42,586 0 0
WYNN RESORTS LTD COM COM 983134107   336 3,181 SH   DFND   3,181 0 0
ZIMMER BIOMET HOLDINGS INC COM COM 98956P102   949 6,515 SH   DFND   6,515 0 0
ALNYLAM PHARMACEUTICALS INC COM COM 02043Q107   420 2,209 SH   DFND   2,209 0 0
BENTLEY SYS INC COM CL B COM CL B 08265T208   291 5,369 SH   DFND   5,369 0 0
ESSEX PPTY TR INC COM COM 297178105   274 1,169 SH   DFND   1,169 0 0
FIRSTENERGY CORP COM COM 337932107   343 8,829 SH   DFND   8,829 0 0
HONDA MOTOR LTD AMERN SHS SHS 438128308   356 11,742 SH   DFND   11,742 0 0
MKS INSTRS INC COM COM 55306N104   2,007 18,566 SH   DFND   18,566 0 0
NEWS CORP NEW CL A CL A 65249B109   308 15,803 SH   DFND   15,803 0 0
SEAGEN INC COM COM 81181C104   542 2,814 SH   DFND   2,814 0 0
STANLEY BLACK & DECKER INC COM COM 854502101   570 6,078 SH   DFND   6,078 0 0
TRI POINTE HOMES INC COM COM 87265H109   359 10,921 SH   DFND   10,921 0 0
UIPATH INC CL A CL A 90364P105   7 393 SH   DFND   393 0 0
BIOMARIN PHARMACEUTICAL INC COM COM 09061G101   269 3,109 SH   DFND   3,109 0 0
BROWN & BROWN INC COM COM 115236101   270 3,928 SH   DFND   3,928 0 0
CHESAPEAKE ENERGY CORP COM COM 165167735   252 3,011 SH   DFND   3,011 0 0
CINCINNATI FINL CORP COM COM 172062101   150 1,543 SH   DFND   1,543 0 0
GARTNER INC COM COM 366651107   635 1,814 SH   DFND   1,814 0 0
HENRY JACK & ASSOC INC COM COM 426281101   205 1,226 SH   DFND   1,226 0 0
HUNTINGTON INGALLS INDS INC COM COM 446413106   550 2,418 SH   DFND   2,418 0 0
INSULET CORP COM COM 45784P101   742 2,574 SH   DFND   2,574 0 0
PRICE T ROWE GROUP INC COM COM 74144T108   12,508 111,657 SH   DFND   2,785 0 108,872
REPLIGEN CORP COM COM 759916109   147 1,042 SH   DFND   1,042 0 0
TEXTRON INC COM COM 883203101   253 3,738 SH   DFND   3,738 0 0
TYSON FOODS INC CL A CL A 902494103   180 3,523 SH   DFND   3,523 0 0
WATERS CORP COM COM 941848103   414 1,554 SH   DFND   1,554 0 0
WEST PHARMACEUTICAL SVSC INC COM COM 955306105   786 2,054 SH   DFND   2,054 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK COMMON STOCK 98980F104   257 10,129 SH   DFND   10,129 0 0
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP SPONSORED ADR REP 191241108   1,330 15,959 SH   DFND   15,959 0 0
CROCS INC COM COM 227046109   3,692 32,838 SH   DFND   32,838 0 0
LIVENT CORP COM COM 53814L108   2,781 101,381 SH   DFND   101,381 0 0
ARAMARK COM COM 03852U106   22 513 SH   DFND   513 0 0
CLEVELAND-CLIFFS INC NEW COM NEW COM 185899101   32 1,880 SH   DFND   1,880 0 0
WHIRLPOOL CORP COM COM 963320106   31 209 SH   DFND   209 0 0
OWL ROCK CAPITAL CORPORATION COM COM 69121K104   1,006 74,994 SH   DFND   74,994 0 0
TC ENERGY CORP COM COM 87807B107   66 1,621 SH   DFND   1,621 0 0
ENERGY RECOVERY INC COM COM 29270J100   173 6,172 SH   DFND   6,172 0 0
TPI COMPOSITES INC COM COM 87266J104   28 2,660 SH   DFND   2,660 0 0
AECOM COM COM 00766T100   1,412 16,672 SH   DFND   16,672 0 0
ALPHABET INC CAP STK CL A CL A 02079K305   139,138 1,162,388 SH   DFND   805,287 0 357,101
ELEVANCE HEALTH INC COM COM 036752103   31,246 70,329 SH   DFND   68,791 0 1,538
BROADCOM INC COM COM 11135F101   52,701 60,755 SH   DFND   60,755 0 0
CADENCE DESIGN SYSTEM INC COM COM 127387108   14,938 63,696 SH   DFND   63,696 0 0
DANAHER CORPORATION COM COM 235851102   8,781 36,586 SH   DFND   36,586 0 0
EXELON CORP COM COM 30161N101   1,741 42,733 SH   DFND   42,733 0 0
ILLINOIS TOOL WKS INC COM COM 452308109   7,288 29,135 SH   DFND   29,135 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104   1,490 13,177 SH   DFND   13,177 0 0
KB HOME COM COM 48666K109   1,717 33,199 SH   DFND   33,199 0 0
LILLY ELI & CO COM COM 532457108   45,618 97,271 SH   DFND   83,911 0 13,360
MICROSOFT CORP COM COM 594918104   227,252 667,327 SH   DFND   611,965 0 55,362
MURPHY USA INC COM COM 626755102   4,541 14,595 SH   DFND   14,595 0 0
PACCAR INC COM COM 693718108   17,364 207,580 SH   DFND   207,580 0 0
PAYPAL HLDGS INC COM COM 70450Y103   4,773 71,527 SH   DFND   71,527 0 0
S&P GLOBAL INC COM COM 78409V104   32,644 81,430 SH   DFND   58,214 0 23,216
THERMO FISHER SCIENTIFIC INC COM COM 883556102   26,614 51,010 SH   DFND   11,775 0 39,235
WABTEC COM COM 929740108   5,275 48,095 SH   DFND   11,263 0 36,832
FIDELITY NATL INFORMATION SV COM COM 31620M106   19,418 354,998 SH   DFND   354,998 0 0
MINISO GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 66981J102   1,204 70,845 SH   DFND   70,845 0 0
AMERICAN ELEC PWR CO INC COM COM 025537101   837 9,941 SH   DFND   9,941 0 0
BLACKBAUD INC COM COM 09227Q100   57 798 SH   DFND   798 0 0
BORGWARNER INC COM COM 099724106   1,456 29,774 SH   DFND   29,774 0 0
CDW CORP COM COM 12514G108   754 4,111 SH   DFND   4,111 0 0
CARDINAL HEALTH INC COM COM 14149Y108   465 4,913 SH   DFND   4,913 0 0
COGNEX CORP COM COM 192422103   269 4,804 SH   DFND   4,804 0 0
CONOCOPHILLIPS COM COM 20825C104   2,821 27,231 SH   DFND   27,231 0 0
CORNING INC COM COM 219350105   946 27,008 SH   DFND   27,008 0 0
DEXCOM INC COM COM 252131107   1,014 7,891 SH   DFND   7,891 0 0
EMERSON ELEC CO COM COM 291011104   1,485 16,429 SH   DFND   16,429 0 0
FIRST CTZNS BANCSHARES INC N CL A CL A 31946M103   9,560 7,449 SH   DFND   7,449 0 0
GRAINGER W W INC COM COM 384802104   17,023 21,587 SH   DFND   21,587 0 0
GRAND CANYON ED INC COM COM 38526M106   731 7,086 SH   DFND   7,086 0 0
LPL FINL HLDGS INC COM COM 50212V100   11,103 51,063 SH   DFND   51,063 0 0
NNAR CORP CL B CL B 526057302   2,308 20,430 SH   DFND   20,430 0 0
MICROCHIP TECHNOLOGY INC. COM COM 595017104   1,499 16,730 SH   DFND   16,730 0 0
NUCOR CORP COM COM 670346105   9,664 58,937 SH   DFND   58,937 0 0
PUBLIC STORAGE COM COM 74460D109   1,109 3,799 SH   DFND   3,799 0 0
SEMPRA COM COM 816851109   1,146 7,873 SH   DFND   7,873 0 0
SNAP ON INC COM COM 833034101   3,259 11,307 SH   DFND   11,307 0 0
VULCAN MATLS CO COM COM 929160109   474 2,103 SH   DFND   2,103 0 0
WARNER BROS DISCOVERY INC COM SER A COM SER A 934423104   859 68,469 SH   DFND   68,469 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104   2,481 74,024 SH   DFND   50,046 0 23,978
HEALTHPEAK PROPERTIES INC COM COM 42250P103   570 28,362 SH   DFND   28,362 0 0
KIMBERLY-CLARK CORP COM COM 494368103   14,361 104,019 SH   DFND   104,019 0 0
METTLER TOLEDO INTERNATIONAL COM COM 592688105   1,093 833 SH   DFND   833 0 0
MONOLITHIC PWR SYS INC COM COM 609839105   427 790 SH   DFND   790 0 0
RESMED INC COM COM 761152107   467 2,136 SH   DFND   2,136 0 0
AMERICAN WTR WKS CO INC NEW COM NEW COM 030420103   4,699 32,918 SH   DFND   7,218 0 25,700
BERKLEY W R CORP COM COM 084423102   123 2,065 SH   DFND   2,065 0 0
CITIZENS FINL GROUP INC COM COM 174610105   256 9,832 SH   DFND   9,832 0 0
DELTA AIR LINES INC DEL COM NEW COM NEW 247361702   370 7,776 SH   DFND   7,776 0 0
ENTEGRIS INC COM COM 29362U104   177 1,593 SH   DFND   1,593 0 0
ETSY INC COM COM 29786A106   2,691 31,802 SH   DFND   31,802 0 0
EVERGY INC COM COM 30034W106   138 2,370 SH   DFND   2,370 0 0
EXPEDIA GROUP INC COM NEW COM NEW 30212P303   303 2,774 SH   DFND   2,774 0 0
FIFTH THIRD BANCORP COM COM 316773100   405 15,456 SH   DFND   15,456 0 0
HUNT J B TRANS SVCS INC COM COM 445658107   430 2,374 SH   DFND   2,374 0 0
ILLUMINA INC COM COM 452327109   873 4,654 SH   DFND   4,654 0 0
KEYCORP COM COM 493267108   110 11,947 SH   DFND   11,947 0 0
MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206   675 7,739 SH   DFND   7,739 0 0
MEDICAL PPTYS TRUST INC COM COM 58463J304   118 12,737 SH   DFND   12,737 0 0
MOLINA HEALTHCARE INC COM COM 60855R100   388 1,287 SH   DFND   1,287 0 0
NETAPP INC COM COM 64110D104   11,468 150,103 SH   DFND   150,103 0 0
SKYWORKS SOLUTIONS INC COM COM 83088M102   297 2,681 SH   DFND   2,681 0 0
WP CAREY INC COM COM 92936U109   350 5,183 SH   DFND   5,183 0 0
WELLS FARGO CO NEW COM NEW COM 949746101   1,317 30,862 SH   DFND   30,862 0 0
YUM BRANDS INC COM COM 988498101   25,108 181,220 SH   DFND   5,340 0 175,880
LOUISIANA PAC CORP COM COM 546347105   3,098 41,320 SH   DFND   41,320 0 0
YELP INC CL A CL A 985817105   2,655 72,922 SH   DFND   72,922 0 0
ALLY FINL INC COM COM 02005N100   68 2,507 SH   DFND   2,507 0 0
AMERICAN HOMES 4 RENT CL A CL A 02665T306   40 1,127 SH   DFND   1,127 0 0
CARNIVAL CORP COMMON STOCK COMMON STOCK 143658300   63 3,337 SH   DFND   3,337 0 0
FRANKLIN RESOURCES INC COM COM 354613101   33 1,240 SH   DFND   1,240 0 0
LEAR CORP COM NEW COM NEW 521865204   32 220 SH   DFND   220 0 0
SIRIUS XM HOLDINGS INC COM COM 82968B103   37 8,102 SH   DFND   8,102 0 0
ARES CAPITAL CORP COM COM 04010L103   714 37,999 SH   DFND   37,999 0 0
ARES COML REAL ESTATE CORP COM COM 04013V108   1,180 116,223 SH   DFND   116,223 0 0
BLACKROCK TCP CAPITAL CORP COM COM 09259E108   488 44,762 SH   DFND   44,762 0 0
BROOKFIELD CORP CL A LTD VT SH VT SH 11271J107   414 12,305 SH   DFND   12,305 0 0
FRANKLIN STR PPTYS CORP COM COM 35471R106   232 160,244 SH   DFND   160,244 0 0
GOLUB CAP BDC INC COM COM 38173M102   848 62,790 SH   DFND   62,790 0 0
FORD LANE CAP CORP COM COM 691543102   223 45,826 SH   DFND   45,826 0 0
TRICON RESIDENTIAL INC COM NPV NPV 89612W102   178 20,177 SH   DFND   20,177 0 0
WEST FRASER TIMBER CO LTD COM COM 952845105   213 2,473 SH   DFND   2,473 0 0
TETRA TECH INC NEW COM NEW COM 88162G103   304 1,855 SH   DFND   1,855 0 0
ABBOTT LABS COM COM 002824100   29,696 272,387 SH   DFND   272,387 0 0
ABBVIE INC COM COM 00287Y109   27,516 204,231 SH   DFND   168,339 0 35,892
ADVANCED MICRO DEVICES INC COM COM 007903107   11,223 98,525 SH   DFND   60,456 0 38,069
APPLE INC COM COM 037833100   221,080 1,139,763 SH   DFND   883,694 0 256,069
CHARTER COMMUNICATIONS INC N CL A CL A 16119P108   5,743 15,632 SH   DFND   5,239 0 10,393
COUSINS PPTYS INC COM NEW COM NEW 222795502   726 31,837 SH   DFND   31,837 0 0
DIGITAL RLTY TR INC COM COM 253868103   3,540 31,087 SH   DFND   23,407 0 7,680
DOLLAR TREE INC COM COM 256746108   880 6,134 SH   DFND   6,134 0 0
EQUINIX INC COM COM 29444U700   7,387 9,423 SH   DFND   3,820 0 5,603
HOME DEPOT INC COM COM 437076102   12,799 41,201 SH   DFND   41,201 0 0
KRAFT HEINZ CO COM COM 500754106   1,101 31,005 SH   DFND   31,005 0 0
MERITAGE HOMES CORP COM COM 59001A102   1,644 11,559 SH   DFND   11,559 0 0
MICRON TECHNOLOGY INC COM COM 595112103   5,296 83,910 SH   DFND   44,647 0 39,263
ON SEMICONDUCTOR CORP COM COM 682189105   2,497 26,397 SH   DFND   18,152 0 8,245
PEPSICO INC COM COM 713448108   48,864 263,816 SH   DFND   263,816 0 0
PROCTER AND GAMBLE CO COM COM 742718109   68,027 448,316 SH   DFND   408,737 0 39,579
PROGRESS SOFTWARE CORP COM COM 743312100   3,856 66,373 SH   DFND   66,373 0 0
RIVIAN AUTOMOTIVE INC COM CL A COM CL A 76954A103   2,862 171,817 SH   DFND   40,936 0 130,881
SERVICENOW INC COM COM 81762P102   13,025 23,177 SH   DFND   15,137 0 8,040
TOPBUILD CORP COM COM 89055F103   1,202 4,520 SH   DFND   4,520 0 0
US BANCORP DEL COM NEW COM NEW 902973304   1,735 52,504 SH   DFND   52,504 0 0
WALMART INC COM COM 931142103   11,797 75,051 SH   DFND   75,051 0 0
ABM INDS INC COM COM 000957100   23,662 554,798 SH   DFND   554,798 0 0
ARISTA NETWORKS INC COM COM 040413106   5,372 33,150 SH   DFND   7,527 0 25,623
AUTOZONE INC COM COM 053332102   31,853 12,775 SH   DFND   4,605 0 8,170
CHEMED CORP NEW COM NEW COM 16359R103   751 1,386 SH   DFND   1,386 0 0
CINTAS CORP COM COM 172908105   5,119 10,298 SH   DFND   10,298 0 0
COSTAR GROUP INC COM COM 22160N109   589 6,617 SH   DFND   6,617 0 0
DOMINION ENERGY INC COM COM 25746U109   1,843 35,579 SH   DFND   35,579 0 0
EXXON MOBIL CORP COM COM 30231G102   14,065 131,145 SH   DFND   131,145 0 0
FORTIVE CORP COM COM 34959J108   1,153 15,426 SH   DFND   15,426 0 0
HEICO CORP NEW CL A CL A 422806208   520 3,699 SH   DFND   3,699 0 0
INVITATION HOMES INC COM COM 46187W107   800 23,252 SH   DFND   23,252 0 0
LENNOX INTL INC COM COM 526107107   442 1,356 SH   DFND   1,356 0 0
MGIC INVT CORP WIS COM COM 552848103   760 48,135 SH   DFND   48,135 0 0
MSCI INC COM COM 55354G100   420 894 SH   DFND   894 0 0
MONDELEZ INTL INC CL A CL A 609207105   21,343 292,604 SH   DFND   94,625 0 197,979
OTIS WORLDWIDE CORP COM COM 68902V107   1,137 12,773 SH   DFND   12,773 0 0
PARKER-HANNIFIN CORP COM COM 701094104   1,909 4,895 SH   DFND   4,895 0 0
PIONEER NAT RES CO COM COM 723787107   1,158 5,589 SH   DFND   5,589 0 0
PROLOGIS INC. COM COM 74340W103   23,337 190,308 SH   DFND   42,652 0 147,656
REALTY INCOME CORP COM COM 756109104   1,347 22,537 SH   DFND   22,537 0 0
TOLL BROTHERS INC COM COM 889478103   446 5,638 SH   DFND   5,638 0 0
TRACTOR SUPPLY CO COM COM 892356106   3,312 14,981 SH   DFND   14,981 0 0
UNITY SOFTWARE INC COM COM 91332U101   222 5,107 SH   DFND   5,107 0 0
WATSCO INC COM COM 942622200   11,380 29,832 SH   DFND   29,832 0 0
CENTENE CORP DEL COM COM 15135B101   686 10,174 SH   DFND   10,174 0 0
DYNATRACE INC COM NEW COM NEW 268150109   151 2,937 SH   DFND   2,937 0 0
GENERAL MTRS CO COM COM 37045V100   1,398 36,261 SH   DFND   36,261 0 0
HESS CORP COM COM 42809H107   1,090 8,020 SH   DFND   8,020 0 0
LAS VEGAS SANDS CORP COM COM 517834107   390 6,722 SH   DFND   6,722 0 0
PTC INC COM COM 69370C100   575 4,041 SH   DFND   4,041 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM COM 874054109   568 3,859 SH   DFND   3,859 0 0
TWILIO INC CL A CL A 90138F102   239 3,758 SH   DFND   3,758 0 0
VENTAS INC COM COM 92276F100   2,109 44,626 SH   DFND   12,975 0 31,651
RAYTHEON TECHNOLOGIES CORP COM COM 75513E101   1,978 20,188 SH   DFND   20,188 0 0
BIO-TECHNE CORP COM COM 09073M104   161 1,971 SH   DFND   1,971 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A CL A 099502106   367 3,290 SH   DFND   3,290 0 0
BOSTON PROPERTIES INC COM COM 101121101   582 10,103 SH   DFND   10,103 0 0
CARLISLE COS INC COM COM 142339100   142 555 SH   DFND   555 0 0
CELANESE CORP DEL COM COM 150870103   200 1,731 SH   DFND   1,731 0 0
CHENIERE ENERGY INC COM NEW COM NEW 16411R208   1,059 6,950 SH   DFND   6,950 0 0
ENTERGY CORP NEW COM COM 29364G103   256 2,631 SH   DFND   2,631 0 0
EQUITY LIFESTYLE PPTYS INC COM COM 29472R108   499 7,461 SH   DFND   7,461 0 0
ESSENTIAL UTILS INC COM COM 29670G102   488 12,240 SH   DFND   12,240 0 0
HASBRO INC COM COM 418056107   185 2,857 SH   DFND   2,857 0 0
LABORATORY CORP AMER HLDGS COM NEW COM NEW 50540R409   677 2,806 SH   DFND   2,806 0 0
LAMB WESTON HLDGS INC COM COM 513272104   978 8,508 SH   DFND   8,508 0 0
LIBERTY BROADBAND CORP COM SER C COM 530307305   257 3,214 SH   DFND   3,214 0 0
MARKETAXESS HLDGS INC COM COM 57060D108   251 961 SH   DFND   961 0 0
MASTERBRAND INC COMMON STOCK COMMON STOCK 57638P104   29 2,516 SH   DFND   2,516 0 0
NEUROCRINE BIOSCIENCES INC COM COM 64125C109   133 1,413 SH   DFND   1,413 0 0
PAYLOCITY HLDG CORP COM COM 70438V106   219 1,188 SH   DFND   1,188 0 0
REGIONS FINANCIAL CORP NEW COM COM 7591EP100   553 31,058 SH   DFND   31,058 0 0
SBA COMMUNICATIONS CORP NEW CL A NEW CL A 78410G104   517 2,229 SH   DFND   2,229 0 0
UDR INC COM COM 902653104   140 3,257 SH   DFND   3,257 0 0
WOLFSPEED INC COM COM 977852102   269 4,835 SH   DFND   4,835 0 0
ASSURANT INC COM COM 04621X108   35 281 SH   DFND   281 0 0
FOX CORP CL B COM CL B COM 35137L204   35 1,089 SH   DFND   1,089 0 0
HYATT HOTELS CORP COM CL A CL A 448579102   53 463 SH   DFND   463 0 0
MIDCAP FINANCIAL INVSTMNT CO COM NEW COM NEW 03761U502   1,533 122,025 SH   DFND   122,025 0 0
APOLLO COML REAL EST FIN INC COM COM 03762U105   1,297 114,547 SH   DFND   114,547 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK COMMON STOCK 09261X102   1,452 53,399 SH   DFND   53,399 0 0
CHIMERA INVT CORP COM NEW COM NEW 16934Q208   607 105,222 SH   DFND   105,222 0 0
GLE POINT CREDIT COMPANY I COM COM 269808101   881 86,914 SH   DFND   86,914 0 0
EMPIRE ST RLTY TR INC CL A CL A 292104106   205 27,392 SH   DFND   27,392 0 0
FS KKR CAP CORP COM COM 302635206   1,837 95,756 SH   DFND   95,756 0 0
AGILENT TECHNOLOGIES INC COM COM 00846U101   1,773 14,745 SH   DFND   14,745 0 0
BOOKING HOLDINGS INC COM COM 09857L108   18,697 6,924 SH   DFND   6,924 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108   8,709 136,187 SH   DFND   136,187 0 0
CF INDS HLDGS INC COM COM 125269100   8,210 118,260 SH   DFND   10,518 0 107,742
COGNIZANT TECHNOLOGY SOLUTIO CL A CL A 192446102   3,534 54,129 SH   DFND   54,129 0 0
DARLING INGREDIENTS INC COM COM 237266101   2,326 36,460 SH   DFND   36,460 0 0
DISCOVER FINL SVCS COM COM 254709108   868 7,425 SH   DFND   7,425 0 0
ECOLAB INC COM COM 278865100   2,713 14,531 SH   DFND   14,531 0 0
EDISON INTL COM COM 281020107   3,477 50,061 SH   DFND   50,061 0 0
FIRST SOLAR INC COM COM 336433107   4,866 25,601 SH   DFND   7,481 0 18,120
GOLDMAN SACHS GROUP INC COM COM 38141G104   3,623 11,232 SH   DFND   11,232 0 0
IDEXX LABS INC COM COM 45168D104   4,546 9,052 SH   DFND   9,052 0 0
KILROY RLTY CORP COM COM 49427F108   380 12,637 SH   DFND   12,637 0 0
LAM RESEARCH CORP COM COM 512807108   3,905 6,075 SH   DFND   6,075 0 0
LAUDER ESTEE COS INC CL A CL A 518439104   1,862 9,481 SH   DFND   9,481 0 0
MARRIOTT VACATIONS WORLDWIDE COM COM 57164Y107   370 3,019 SH   DFND   3,019 0 0
PFIZER INC COM COM 717081103   13,454 366,802 SH   DFND   240,750 0 126,052
PROGRESSIVE CORP COM COM 743315103   2,430 18,354 SH   DFND   18,354 0 0
ROCKWELL AUTOMATION INC COM COM 773903109   4,344 13,187 SH   DFND   13,187 0 0
SALESFORCE INC COM COM 79466L302   26,451 125,208 SH   DFND   102,144 0 23,064
SAP SE SPON ADR SPON ADR 803054204   1,578 11,535 SH   DFND   11,535 0 0
SCHWAB CHARLES CORP COM COM 808513105   11,410 201,306 SH   DFND   43,865 0 157,441
TJX COS INC NEW COM COM 872540109   6,396 75,435 SH   DFND   75,435 0 0
THE TRADE DESK INC COM CL A COM CL A 88339J105   5,096 65,999 SH   DFND   20,355 0 45,644
UNION PAC CORP COM COM 907818108   9,068 44,318 SH   DFND   22,520 0 21,798
UNITEDHEALTH GROUP INC COM COM 91324P102   87,819 182,713 SH   DFND   98,833 0 83,880
VERTEX PHARMACEUTICALS INC COM COM 92532F100   18,031 51,237 SH   DFND   48,239 0 2,998
XYLEM INC COM COM 98419M100   3,171 28,161 SH   DFND   28,161 0 0
AMERICAN TOWER CORP NEW COM NEW COM 03027X100   22,293 114,946 SH   DFND   114,946 0 0
ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR 046353108   23,776 332,209 SH   DFND   332,209 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS ADS 88034P109   521 70,554 SH   DFND   70,554 0 0
ACADEMY SPORTS & OUTDOORS IN COM COM 00402L107   811 15,003 SH   DFND   15,003 0 0
BLACKLINE INC COM COM 09239B109   61 1,125 SH   DFND   1,125 0 0
CELSIUS HLDGS INC COM NEW COM NEW 15118V207   70 466 SH   DFND   466 0 0
CITIGROUP INC COM NEW COM NEW 172967424   2,072 45,000 SH   DFND   45,000 0 0
CROWN CASTLE INC COM COM 22822V101   2,346 20,590 SH   DFND   20,590 0 0
DATADOG INC CL A COM COM 23804L103   1,569 15,950 SH   DFND   8,463 0 7,487
DISNEY WALT CO COM COM 254687106   9,578 107,285 SH   DFND   107,285 0 0
DYCOM INDS INC COM COM 267475101   66 577 SH   DFND   577 0 0
ELECTRONIC ARTS INC COM COM 285512109   1,191 9,180 SH   DFND   9,180 0 0
EXACT SCIENCES CORP COM COM 30063P105   678 7,225 SH   DFND   7,225 0 0
HUBSPOT INC COM COM 443573100   1,705 3,204 SH   DFND   1,783 0 1,421
IDEX CORP COM COM 45167R104   9,268 43,054 SH   DFND   2,617 0 40,437
R INC COM COM 62944T105   2,642 416 SH   DFND   416 0 0
NORFOLK SOUTHN CORP COM COM 655844108   29,828 131,542 SH   DFND   7,814 0 123,728
OLD DOMINION FREIGHT LINE IN COM COM 679580100   860 2,326 SH   DFND   2,326 0 0
PALANTIR TECHNOLOGIES INC CL A CL A 69608A108   647 42,217 SH   DFND   42,217 0 0
PHILLIPS 66 COM COM 718546104   1,641 17,206 SH   DFND   17,206 0 0
PROCORE TECHNOLOGIES INC COM COM 74275K108   63 969 SH   DFND   969 0 0
ROPER TECHNOLOGIES INC COM COM 776696106   1,078 2,242 SH   DFND   2,242 0 0
UNITED RENTALS INC COM COM 911363109   2,181 4,896 SH   DFND   4,896 0 0
VALERO ENERGY CORP COM COM 91913Y100   21,217 180,877 SH   DFND   18,606 0 162,271
XCEL ENERGY INC COM COM 98389B100   1,246 20,044 SH   DFND   20,044 0 0
ROYAL CARIBBEAN GROUP COM COM V7780T103   589 5,674 SH   DFND   5,674 0 0
AMEREN CORP COM COM 023608102   622 7,613 SH   DFND   7,613 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109   451 3,437 SH   DFND   3,437 0 0
FORTUNE BRANDS INNOVATIONS I COM COM 34964C106   307 4,271 SH   DFND   4,271 0 0
FREEPORT-MCMORAN INC CL B CL B 35671D857   1,331 33,273 SH   DFND   33,273 0 0
GODADDY INC CL A CL A 380237107   153 2,041 SH   DFND   2,041 0 0
MARATHON OIL CORP COM COM 565849106   853 37,039 SH   DFND   37,039 0 0
MONSTER BEVERAGE CORP NEW COM NEW COM 61174X109   1,403 24,434 SH   DFND   24,434 0 0
NASDAQ INC COM COM 631103108   506 10,141 SH   DFND   10,141 0 0
TFI INTL INC COM COM 87241L109   2,228 19,552 SH   DFND   19,552 0 0
ALIGN TECHNOLOGY INC COM COM 016255101   678 1,916 SH   DFND   1,916 0 0
BURLINGTON STORES INC COM COM 122017106   114 723 SH   DFND   723 0 0
CAESARS ENTERTAINMENT INC NE COM COM 12769G100   140 2,751 SH   DFND   2,751 0 0
CARMAX INC COM COM 143130102   186 2,228 SH   DFND   2,228 0 0
DOCUSIGN INC COM COM 256163106   260 5,085 SH   DFND   5,085 0 0
FACTSET RESH SYS INC COM COM 303075105   425 1,061 SH   DFND   1,061 0 0
HEALTHCARE RLTY TR CL A COM COM 42226K105   272 14,409 SH   DFND   14,409 0 0
HOLOGIC INC COM COM 436440101   9,691 119,681 SH   DFND   119,681 0 0
IRON MTN INC DEL COM COM 46284V101   368 6,484 SH   DFND   6,484 0 0
KIMCO RLTY CORP COM COM 49446R109   652 33,065 SH   DFND   33,065 0 0
LATTICE SEMICONDUCTOR CORP COM COM 518415104   223 2,324 SH   DFND   2,324 0 0
NISOURCE INC COM COM 65473P105   601 21,957 SH   DFND   21,957 0 0
PG&E CORP COM COM 69331C108   273 15,773 SH   DFND   15,773 0 0
REVVITY INC COM COM 714046109   244 2,050 SH   DFND   2,050 0 0
VAIL RESORTS INC COM COM 91879Q109   349 1,386 SH   DFND   1,386 0 0
PARAMOUNT GLOBAL CLASS B COM CL B 92556H206   190 11,941 SH   DFND   11,941 0 0
VIATRIS INC COM COM 92556V106   159 15,927 SH   DFND   15,927 0 0
CAL MAINE FOODS INC COM NEW COM NEW 128030202   2,488 55,287 SH   DFND   55,287 0 0
INTERDIGITAL INC COM COM 45867G101   2,952 30,572 SH   DFND   30,572 0 0
SHOCKWAVE MED INC COM COM 82489T104   2,634 9,228 SH   DFND   9,228 0 0
COINBASE GLOBAL INC COM CL A COM CL A 19260Q107   43 597 SH   DFND   597 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A CL A 499049104   61 1,101 SH   DFND   1,101 0 0
ROLLINS INC COM COM 775711104   49 1,140 SH   DFND   1,140 0 0
SEALED AIR CORP NEW COM COM 81211K100   30 742 SH   DFND   742 0 0
XAS PACIFIC LAND CORPORATI COM COM 88262P102   166 126 SH   DFND   126 0 0
TOAST INC CL A CL A 888787108   29 1,286 SH   DFND   1,286 0 0
WEBSTER FINL CORP COM COM 947890109   27 710 SH   DFND   710 0 0
BLACKSTONE MTG TR INC COM CL A COM CL A 09257W100   1,299 62,443 SH   DFND   62,443 0 0
GOLDMAN SACHS BDC INC SHS SHS 38147U107   964 69,563 SH   DFND   69,563 0 0
CARLYLE SECURED LENDING INC COM COM 872280102   1,528 104,946 SH   DFND   104,946 0 0
BLOOM ENERGY CORP COM CL A COM CL A 093712107   25 1,536 SH   DFND   1,536 0 0
SHOALS TECHNOLOGIES GROUP IN CL A CL A 82489W107   121 4,751 SH   DFND   4,751 0 0
AT&T INC COM COM 00206R102   4,586 287,496 SH   DFND   287,496 0 0
BADGER METER INC COM COM 056525108   4,613 31,262 SH   DFND   31,262 0 0
BANK AMERICA CORP COM COM 060505104   34,360 1,197,631 SH   DFND   345,763 0 851,868
CVS HEALTH CORP COM COM 126650100   23,277 336,716 SH   DFND   336,716 0 0
CAPITAL ONE FINL CORP COM COM 14040H105   1,601 14,641 SH   DFND   14,641 0 0
COCA COLA CO COM COM 191216100   60,103 998,058 SH   DFND   565,252 0 432,806
COSTCO WHSL CORP NEW COM NEW COM 22160K105   32,786 60,897 SH   DFND   13,630 0 47,267
DEERE & CO COM COM 244199105   3,620 8,935 SH   DFND   8,935 0 0
ENPHASE ENERGY INC COM COM 29355A107   8,915 53,230 SH   DFND   32,101 0 21,129
INSTALLED BLDG PRODS INC COM COM 45780R101   1,282 9,144 SH   DFND   9,144 0 0
INTERPUBLIC GROUP COS INC COM COM 460690100   1,237 32,074 SH   DFND   32,074 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD SPON ADR REP PFD 465562106   977 165,563 SH   DFND   165,563 0 0
MARSH & MCLENNAN COS INC COM COM 571748102   12,596 66,970 SH   DFND   66,970 0 0
MERCADOLIBRE INC COM COM 58733R102   13,467 11,368 SH   DFND   11,368 0 0
MORGAN STANLEY COM NEW COM NEW 617446448   4,994 58,472 SH   DFND   58,472 0 0
NETFLIX INC COM COM 64110L106   6,125 13,904 SH   DFND   13,904 0 0
PPG INDS INC COM COM 693506107   1,675 11,296 SH   DFND   11,296 0 0
SPLUNK INC COM COM 848637104   1,169 11,015 SH   DFND   11,015 0 0
STMICROELECTRONICS N V NY REGISTRY NY REGISTRY 861012102   12,053 241,114 SH   DFND   241,114 0 0
SUNPOWER CORP COM COM 867652406   418 42,697 SH   DFND   42,697 0 0
TARGET CORP COM COM 87612E106   2,945 22,324 SH   DFND   22,324 0 0
PDD HOLDINGS INC SPONSORED ADS SPONSORED ADS 722304102   3,220 46,571 SH   DFND   46,571 0 0
ACTIVISION BLIZZARD INC COM COM 00507V109   1,616 19,170 SH   DFND   19,170 0 0
ALBEMARLE CORP COM COM 012653101   536 2,401 SH   DFND   2,401 0 0
AMERICAN AIRLS GROUP INC COM COM 02376R102   89 4,987 SH   DFND   4,987 0 0
AMPHENOL CORP NEW CL A NEW CL A 032095101   1,678 19,752 SH   DFND   19,752 0 0
APOLLO GLOBAL MGMT INC COM COM 03769M106   2,014 26,224 SH   DFND   15,575 0 10,649
AVALONBAY CMNTYS INC COM COM 053484101   3,783 19,989 SH   DFND   4,081 0 15,908
AVIS BUDGET GROUP COM COM 053774105   80 349 SH   DFND   349 0 0
CARRIER GLOBAL CORPORATION COM COM 14448C104   1,501 30,202 SH   DFND   30,202 0 0
COLGATE PALMOLIVE CO COM COM 194162103   9,263 120,239 SH   DFND   120,239 0 0
CONSOLIDATED EDISON INC COM COM 209115104   2,724 30,129 SH   DFND   30,129 0 0
CONSTELLATION BRANDS INC CL A CL A 21036P108   1,142 4,639 SH   DFND   4,639 0 0
CORTEVA INC COM COM 22052L104   867 15,137 SH   DFND   15,137 0 0
DONALDSON INC COM COM 257651109   784 12,549 SH   DFND   12,549 0 0
DROPBOX INC CL A CL A 26210C104   3,120 116,982 SH   DFND   116,982 0 0
EMCOR GROUP INC COM COM 29084Q100   803 4,345 SH   DFND   4,345 0 0
EPAM SYS INC COM COM 29414B104   630 2,802 SH   DFND   2,802 0 0
EQUITY RESIDENTIAL SH BEN INT INT 29476L107   703 10,661 SH   DFND   10,661 0 0
EXPEDITORS INTL WASH INC COM COM 302130109   12,055 99,522 SH   DFND   99,522 0 0
META PLATFORMS INC CL A CL A 30303M102   8,909 31,043 SH   DFND   31,043 0 0
FEDERATED HERMES INC CL B CL B 314211103   750 20,923 SH   DFND   20,923 0 0
FORD MTR CO DEL COM COM 345370860   2,479 163,843 SH   DFND   163,843 0 0
FORTINET INC COM COM 34959E109   18,848 249,344 SH   DFND   195,764 0 53,580
FRESHWORKS INC CLASS A COM COM 358054104   65 3,718 SH   DFND   3,718 0 0
GRAPHIC PACKAGING HLDG CO COM COM 388689101   75 3,119 SH   DFND   3,119 0 0
HOST HOTELS & RESORTS INC COM COM 44107P104   400 23,749 SH   DFND   23,749 0 0
KROGER CO COM COM 501044101   3,209 68,277 SH   DFND   68,277 0 0
LANDSTAR SYS INC COM COM 515098101   785 4,076 SH   DFND   4,076 0 0
LANTHEUS HLDGS INC COM COM 516544103   2,465 29,376 SH   DFND   29,376 0 0
LINCOLN ELEC HLDGS INC COM COM 533900106   3,585 18,051 SH   DFND   18,051 0 0
MSC INDL DIRECT INC CL A CL A 553530106   3,428 35,982 SH   DFND   35,982 0 0
MARATHON PETE CORP COM COM 56585A102   3,473 29,785 SH   DFND   29,785 0 0
MUELLER INDS INC COM COM 624756102   829 9,495 SH   DFND   9,495 0 0
PRIMERICA INC COM COM 74164M108   792 4,004 SH   DFND   4,004 0 0
QUANTA SVCS INC COM COM 74762E102   1,358 6,911 SH   DFND   6,911 0 0
SOUTHERN CO COM COM 842587107   1,773 25,235 SH   DFND   25,235 0 0
TRANSDIGM GROUP INC COM COM 893641100   1,045 1,169 SH   DFND   1,169 0 0
CHIPOTLE MEXICAN GRILL INC COM COM 169656105   11,797 5,515 SH   DFND   5,515 0 0
EBAY INC. COM COM 278642103   487 10,887 SH   DFND   10,887 0 0
FEDEX CORP COM COM 31428X106   2,438 9,834 SH   DFND   9,834 0 0
INTERNATIONAL FLAVORS&FRAGRA COM COM 459506101   449 5,639 SH   DFND   5,639 0 0
LENNAR CORP CL A CL A 526057104   859 6,858 SH   DFND   6,858 0 0
LIVE NATION ENTERTAINMENT IN COM COM 538034109   245 2,693 SH   DFND   2,693 0 0
ROSS STORES INC COM COM 778296103   767 6,841 SH   DFND   6,841 0 0
SNAP INC CL A CL A 83304A106   454 38,332 SH   DFND   38,332 0 0
WORKDAY INC CL A CL A 98138H101   5,874 26,003 SH   DFND   7,206 0 18,797
ZSCALER INC COM COM 98980G102   298 2,034 SH   DFND   2,034 0 0
QUEST DIAGNOSTICS INC COM COM 74834L100   1,364 9,707 SH   DFND   9,707 0 0
TELEDYNE TECHNOLOGIES INC COM COM 879360105   680 1,653 SH   DFND   1,653 0 0
BATH & BODY WORKS INC COM COM 070830104   116 3,100 SH   DFND   3,100 0 0
BEST BUY INC COM COM 086516101   396 4,829 SH   DFND   4,829 0 0
CAMPBELL SOUP CO COM COM 134429109   360 7,879 SH   DFND   7,879 0 0
CERIDIAN HCM HLDG INC COM COM 15677J108   277 4,143 SH   DFND   4,143 0 0
CONAGRA BRANDS INC COM COM 205887102   420 12,468 SH   DFND   12,468 0 0
DTE ENERGY CO COM COM 233331107   663 6,024 SH   DFND   6,024 0 0
EQUITABLE HLDGS INC COM COM 29452E101   178 6,537 SH   DFND   6,537 0 0
EVERSOURCE ENERGY COM COM 30040W108   993 14,003 SH   DFND   14,003 0 0
HARTFORD FINL SVCS GROUP INC COM COM 416515104   5,559 77,186 SH   DFND   77,186 0 0
JACOBS SOLUTIONS INC COM COM 46982L108   156 1,310 SH   DFND   1,310 0 0
LEIDOS HOLDINGS INC COM COM 525327102   331 3,741 SH   DFND   3,741 0 0
MASCO CORP COM COM 574599106   401 6,988 SH   DFND   6,988 0 0
MATCH GROUP INC NEW COM COM 57667L107   302 7,215 SH   DFND   7,215 0 0
NORDSON CORP COM COM 655663102   140 566 SH   DFND   566 0 0
PPL CORP COM COM 69351T106   173 6,552 SH   DFND   6,552 0 0
PACKAGING CORP AMER COM COM 695156109   154 1,169 SH   DFND   1,169 0 0
RPM INTL INC COM COM 749685103   154 1,716 SH   DFND   1,716 0 0
STATE STR CORP COM COM 857477103   744 10,170 SH   DFND   10,170 0 0
SYNCHRONY FINANCIAL COM COM 87165B103   400 11,805 SH   DFND   11,805 0 0
TELEFLEX INCORPORATED COM COM 879369106   205 845 SH   DFND   845 0 0
TERADYNE INC COM COM 880770102   527 4,733 SH   DFND   4,733 0 0
V F CORP COM COM 918204108   148 7,728 SH   DFND   7,728 0 0
HDFC BANK LTD SPONSORED ADS SPONSORED ADS 40415F101   2,606 37,395 SH   DFND   37,395 0 0
VERRA MOBILITY CORP CL A COM STK CL A COM STK 92511U102   2,784 141,153 SH   DFND   141,153 0 0
CHEWY INC CL A CL A 16679L109   19 472 SH   DFND   472 0 0
DENTSPLY SIRONA INC COM COM 24906P109   43 1,078 SH   DFND   1,078 0 0
LOEWS CORP COM COM 540424108   139 2,339 SH   DFND   2,339 0 0
MASIMO CORP COM COM 574795100   20 119 SH   DFND   119 0 0
SMITH A O CORP COM COM 831865209   21 292 SH   DFND   292 0 0
SOUTHWEST AIRLS CO COM COM 844741108   51 1,410 SH   DFND   1,410 0 0
VISTRA CORP COM COM 92840M102   278 10,592 SH   DFND   10,592 0 0
EASTGROUP PPTYS INC COM COM 277276101   212 1,219 SH   DFND   1,219 0 0
ALTUS POWER INC COM CL A CL A 02217A102   44 8,178 SH   DFND   8,178 0 0
AMERESCO INC CL A CL A 02361E108   51 1,058 SH   DFND   1,058 0 0
CORE & MAIN INC CL A CL A 21874C102   271 8,658 SH   DFND   8,658 0 0
PLUG POWER INC COM NEW COM NEW 72919P202   22 2,087 SH   DFND   2,087 0 0
ADOBE SYSTEMS INCORPORATED COM COM 00724F101   38,562 78,861 SH   DFND   66,582 0 12,279
APPLIED MATLS INC COM COM 038222105   38,327 265,162 SH   DFND   67,778 0 197,384
AUTODESK INC COM COM 052769106   13,637 66,647 SH   DFND   66,647 0 0
BECTON DICKINSON & CO COM COM 075887109   3,304 12,513 SH   DFND   12,513 0 0
RKSHIRE HATHAWAY INC DEL CL A CL A 084670108   3,107 6 SH   DFND   6 0 0
BOISE CASCADE CO DEL COM COM 09739D100   919 10,169 SH   DFND   10,169 0 0
CSX CORP COM COM 126408103   6,922 203,005 SH   DFND   80,729 0 122,276
CHINDATA GROUP HLDGS LTD ADS ADS 16955F107   430 60,051 SH   DFND   60,051 0 0
CISCO SYS INC COM COM 17275R102   77,074 1,489,644 SH   DFND   974,617 0 515,027
DOW INC COM COM 260557103   2,228 41,839 SH   DFND   41,839 0 0
EDWARDS LIFESCIENCES CORP COM COM 28176E108   16,645 176,455 SH   DFND   159,902 0 16,553
ENCORE WIRE CORP COM COM 292562105   1,526 8,210 SH   DFND   8,210 0 0
FIRST REP BK SAN FRANCISCO C COM DELETED COM 33616C100   16 28,381 SH   DFND   28,381 0 0
FRANKLIN ELEC INC COM COM 353514102   4,329 42,067 SH   DFND   42,067 0 0
HCA HEALTHCARE INC COM COM 40412C101   15,868 52,287 SH   DFND   52,287 0 0
HEWLETT PACKARD ENTERPRISE C COM COM 42824C109   2,739 163,026 SH   DFND   114,389 0 48,637
MCDONALDS CORP COM COM 580135101   30,248 101,364 SH   DFND   29,209 0 72,155
MODERNA INC COM COM 60770K107   1,267 10,429 SH   DFND   10,429 0 0
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104   3,792 14,093 SH   DFND   3,864 0 10,229
STRYKER CORPORATION COM COM 863667101   9,209 30,185 SH   DFND   15,450 0 14,735
TEXAS INSTRS INC COM COM 882508104   12,770 70,936 SH   DFND   70,936 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104   56,207 1,511,355 SH   DFND   782,544 0 728,811
VISA INC COM CL A CL A 92826C839   82,650 348,030 SH   DFND   222,002 0 126,028
VMWARE INC CL A COM CL A COM 928563402   5,999 41,750 SH   DFND   41,750 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101   16,790 54,409 SH   DFND   40,640 0 13,769
NEXTERA ENERGY INC COM COM 65339F101   31,506 424,609 SH   DFND   424,609 0 0
AMERISOURCEBERGEN CORP COM COM 03073E105   1,523 7,912 SH   DFND   7,912 0 0
CATERPILLAR INC COM COM 149123101   2,896 11,768 SH   DFND   11,768 0 0
DUKE ENERGY CORP NEW COM NEW NEW COM NEW 26441C204   2,905 32,374 SH   DFND   32,374 0 0
E L F BEAUTY INC COM COM 26856L103   353 3,087 SH   DFND   3,087 0 0
EOG RES INC COM COM 26875P101   1,675 14,636 SH   DFND   14,636 0 0
F5 INC COM COM 315616102   473 3,235 SH   DFND   3,235 0 0
HP INC COM COM 40434L105   1,265 41,201 SH   DFND   41,201 0 0
LKQ CORP COM COM 501889208   1,722 29,549 SH   DFND   29,549 0 0
MARTIN MARIETTA MATLS INC COM COM 573284106   567 1,228 SH   DFND   1,228 0 0
NEW RELIC INC COM COM 64829B100   70 1,064 SH   DFND   1,064 0 0
OREILLY AUTOMOTIVE INC COM COM 67103H107   5,748 6,017 SH   DFND   6,017 0 0
RADIAN GROUP INC COM COM 750236101   726 28,704 SH   DFND   28,704 0 0
SEI INVTS CO COM COM 784117103   884 14,825 SH   DFND   14,825 0 0
SMUCKER J M CO COM NEW COM NEW 832696405   1,532 10,374 SH   DFND   10,374 0 0
TAYLOR MORRISON HOME CORP COM COM 87724P106   822 16,850 SH   DFND   16,850 0 0
UNUM GROUP COM COM 91529Y106   2,752 57,699 SH   DFND   57,699 0 0
VICI PPTYS INC COM COM 925652109   1,552 49,369 SH   DFND   49,369 0 0
WESTERN DIGITAL CORP. COM COM 958102105   528 13,909 SH   DFND   13,909 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A CL A 989207105   421 1,424 SH   DFND   1,424 0 0
ANSYS INC COM COM 03662Q105   1,076 3,258 SH   DFND   3,258 0 0
EQUIFAX INC COM COM 294429105   650 2,762 SH   DFND   2,762 0 0
MOLSON COORS BEVERAGE CO CL B CL B 60871R209   540 8,198 SH   DFND   8,198 0 0
NEWMONT CORP COM COM 651639106   1,391 32,609 SH   DFND   32,609 0 0
SS&C TECHNOLOGIES HLDGS INC COM COM 78467J100   445 7,350 SH   DFND   7,350 0 0
SUN CMNTYS INC COM COM 866674104   601 4,605 SH   DFND   4,605 0 0
HENRY SCHEIN INC COM COM 806407102   757 9,331 SH   DFND   9,331 0 0
AKAMAI TECHNOLOGIES INC COM COM 00971T101   639 7,107 SH   DFND   7,107 0 0
ALLIANT ENERGY CORP COM COM 018802108   303 5,779 SH   DFND   5,779 0 0
APA CORPORATION COM COM 03743Q108   123 3,605 SH   DFND   3,605 0 0
BLACK KNIGHT INC COM COM 09215C105   191 3,200 SH   DFND   3,200 0 0
CHARLES RIV LABS INTL INC COM COM 159864107   184 876 SH   DFND   876 0 0
DARDEN RESTAURANTS INC COM COM 237194105   232 1,387 SH   DFND   1,387 0 0
INTERNATIONAL PAPER CO COM COM 460146103   279 8,766 SH   DFND   8,766 0 0
OVINTIV INC COM COM 69047Q102   297 7,794 SH   DFND   7,794 0 0
QORVO INC COM COM 74736K101   220 2,155 SH   DFND   2,155 0 0
TARGA RES CORP COM COM 87612G101   587 7,715 SH   DFND   7,715 0 0
LUCID GROUP INC COM COM 549498103   1,577 228,829 SH   DFND   8,340 0 220,489
STERLING INFRASTRUCTURE INC COM COM 859241101   2,079 37,253 SH   DFND   37,253 0 0
TEREX CORP NEW COM COM 880779103   2,955 49,385 SH   DFND   49,385 0 0
AMERICAN FINL GROUP INC OHIO COM COM 025932104   17 145 SH   DFND   145 0 0
CATALENT INC COM COM 148806102   35 809 SH   DFND   809 0 0
DICKS SPORTING GOODS INC COM COM 253393102   29 219 SH   DFND   219 0 0
TRADEWEB MKTS INC CL A CL A 892672106   71 1,041 SH   DFND   1,041 0 0
UGI CORP NEW COM NEW COM 902681105   338 12,527 SH   DFND   12,527 0 0
AMER STATES WTR CO COM COM 029899101   260 2,986 SH   DFND   2,986 0 0
BARINGS BDC INC COM COM 06759L103   1,280 163,287 SH   DFND   163,287 0 0
CANADIAN NATL RY CO COM COM 136375102   335 2,767 SH   DFND   2,767 0 0
OAKTREE SPECIALTY LENDING CO COM COM 67401P405   1,249 64,276 SH   DFND   64,276 0 0
SIXTH STREET SPECIALTY LENDI COM COM 83012A109   121 6,450 SH   DFND   6,450 0 0
SUNRUN INC COM COM 86771W105   34 1,894 SH   DFND   1,894 0 0