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   4,773 41,930 SH   DFND   41,930 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102   3,429 39,527 SH   DFND   39,527 0 0
AUTOMATIC DATA PROCESSING IN COM COM 053015103   25,768 107,106 SH   DFND   107,106 0 0
BANK NEW YORK MELLON CORP COM COM 064058100   1,596 37,415 SH   DFND   37,415 0 0
CME GROUP INC COM COM CL A 12572Q105   1,894 9,459 SH   DFND   9,459 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR ADR 20441A102   833 68,721 SH   DFND   68,721 0 0
CUMMINS INC COM COM 231021106   2,643 11,568 SH   DFND   11,568 0 0
DOUGLAS EMMETT INC COM COM 25960P109   551 43,160 SH   DFND   43,160 0 0
DUPONT DE NEMOURS INC COM COM 26614N102   1,434 19,224 SH   DFND   19,224 0 0
GILEAD SCIENCES INC COM COM 375558103   45,444 606,407 SH   DFND   251,835 0 354,572
HILTON WORLDWIDE HLDGS INC COM COM 43300A203   2,513 16,733 SH   DFND   16,733 0 0
INTEL CORP COM COM 458140100   14,038 394,885 SH   DFND   254,987 0 139,898
IQVIA HLDGS INC COM COM 46266C105   2,248 11,426 SH   DFND   11,426 0 0
JACKSON FINANCIAL INC COM CL A CL A 46817M107   414 10,844 SH   DFND   10,844 0 0
LOWES COS INC COM COM 548661107   22,828 109,833 SH   DFND   109,833 0 0
MGM RESORTS INTERNATIONAL COM COM 552953101   612 16,640 SH   DFND   16,640 0 0
MCKESSON CORP COM COM 58155Q103   4,699 10,805 SH   DFND   10,805 0 0
MERCK & CO INC COM COM 58933Y105   34,213 332,327 SH   DFND   280,513 0 51,814
OMNICOM GROUP INC COM COM 681919106   1,062 14,263 SH   DFND   14,263 0 0
OWENS CORNING NEW COM NEW COM 690742101   15,767 115,585 SH   DFND   110,137 0 5,448
RELIANCE STEEL & ALUMINUM CO COM COM 759509102   1,606 6,124 SH   DFND   6,124 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B SPONSORED ADR SER B 833635105   379 6,347 SH   DFND   6,347 0 0
STARBUCKS CORP COM COM 855244109   3,397 37,217 SH   DFND   37,217 0 0
SYNOPSYS INC COM COM 871607107   22,876 49,842 SH   DFND   21,402 0 28,440
PARAMOUNT GLOBAL CLASS A COM COM 92556H107   253 16,019 SH   DFND   16,019 0 0
AVERY DENNISON CORP COM COM 053611109   23,817 130,384 SH   DFND   130,384 0 0
UNITED PARCEL SERVICE INC CL B CL B 911312106   20,323 130,386 SH   DFND   130,386 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADR 874039100   5,049 58,103 SH   DFND   58,103 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A SPONSORED ADS A 92763W103   7,050 440,320 SH   DFND   440,320 0 0
ARCHER DANIELS MIDLAND CO COM COM 039483102   2,675 35,473 SH   DFND   35,473 0 0
BAKER HUGHES COMPANY CL A CL A 05722G100   3,000 84,946 SH   DFND   84,946 0 0
BAXTER INTL INC COM COM 071813109   1,685 44,658 SH   DFND   44,658 0 0
BUILDERS FIRSTSOURCE INC COM COM 12008R107   8,911 71,581 SH   DFND   71,581 0 0
CHURCH & DWIGHT CO INC COM COM 171340102   1,008 11,005 SH   DFND   11,005 0 0
CLOROX CO DEL COM COM 189054109   518 3,951 SH   DFND   3,951 0 0
COPART INC COM COM 217204106   873 20,271 SH   DFND   20,271 0 0
CROWN HLDGS INC COM COM 228368106   324 3,667 SH   DFND   3,667 0 0
D R HORTON INC COM COM 23331A109   1,896 17,638 SH   DFND   17,638 0 0
DAVITA INC COM COM 23918K108   122 1,286 SH   DFND   1,286 0 0
DRAFTKINGS INC NEW COM CL A COM CL A 26142V105   69 2,339 SH   DFND   2,339 0 0
HUBBELL INC COM COM 443510607   500 1,595 SH   DFND   1,595 0 0
HUMANA INC COM COM 444859102   2,239 4,603 SH   DFND   4,603 0 0
IMMUNOGEN INC COM COM 45253H101   1,249 78,673 SH   DFND   78,673 0 0
M D C HLDGS INC COM COM 552676108   60 1,454 SH   DFND   1,454 0 0
MARKEL GROUP INC COM COM 570535104   648 440 SH   DFND   440 0 0
MARVELL TECHNOLOGY INC COM COM 573874104   1,721 31,789 SH   DFND   31,789 0 0
MOODYS CORP COM COM 615369105   2,082 6,584 SH   DFND   6,584 0 0
NEW YORK CMNTY BANCORP INC COM COM 649445103   1,138 100,372 SH   DFND   100,372 0 0
OCCIDENTAL PETE CORP COM COM 674599105   1,250 19,268 SH   DFND   19,268 0 0
PBF ENERGY INC CL A CL A 69318G106   1,357 25,356 SH   DFND   25,356 0 0
PAYCHEX INC COM COM 704326107   1,148 9,954 SH   DFND   9,954 0 0
QUALCOMM INC COM COM 747525103   6,880 61,948 SH   DFND   61,948 0 0
SIMON PPTY GROUP INC NEW COM NEW COM 828806109   1,024 9,480 SH   DFND   9,480 0 0
TESLA INC COM COM 88160R101   26,303 105,119 SH   DFND   105,119 0 0
UBER TECHNOLOGIES INC COM COM 90353T100   2,077 45,155 SH   DFND   45,155 0 0
UNITED AIRLS HLDGS INC COM COM 910047109   975 23,038 SH   DFND   23,038 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108   1,272 57,180 SH   DFND   57,180 0 0
WASTE CONNECTIONS INC COM COM 94106B101   725 5,398 SH   DFND   5,398 0 0
WELLTOWER INC COM COM 95040Q104   6,049 73,842 SH   DFND   24,314 0 49,528
ZILLOW GROUP INC CL A CL A 98954M101   181 4,033 SH   DFND   4,033 0 0
COTY INC COM CL A COM CL A 222070203   686 62,497 SH   DFND   62,497 0 0
JOYY INC ADS REPSTG COM A COM A 46591M109   3 76 SH   DFND   76 0 0
OKTA INC CL A CL A 679295105   58 716 SH   DFND   716 0 0
ATMOS ENERGY CORP COM COM 049560105   587 5,546 SH   DFND   5,546 0 0
EQT CORP COM COM 26884L109   1,265 31,181 SH   DFND   31,181 0 0
HF SINCLAIR CORP COM COM 403949100   975 17,134 SH   DFND   17,134 0 0
AES CORP COM COM 00130H105   298 19,607 SH   DFND   19,607 0 0
ALLSTATE CORP COM COM 020002101   415 3,724 SH   DFND   3,724 0 0
ATLASSIAN CORPORATION CL A CL A 049468101   911 4,519 SH   DFND   4,519 0 0
BROWN FORMAN CORP CL B CL B 115637209   292 5,067 SH   DFND   5,067 0 0
C H ROBINSON WORLDWIDE INC COM NEW COM NEW 12541W209   257 2,988 SH   DFND   2,988 0 0
COTERRA ENERGY INC COM COM 127097103   724 26,781 SH   DFND   26,781 0 0
CENTERPOINT ENERGY INC COM COM 15189T107   225 8,380 SH   DFND   8,380 0 0
CLOUDFLARE INC CL A COM COM 18915M107   269 4,269 SH   DFND   4,269 0 0
COOPER COS INC COM NEW COM NEW 216648402   550 1,728 SH   DFND   1,728 0 0
DOLLAR GEN CORP NEW COM COM 256677105   317 2,993 SH   DFND   2,993 0 0
DOVER CORP COM COM 260003108   927 6,647 SH   DFND   6,647 0 0
FLEETCOR TECHNOLOGIES INC COM COM 339041105   408 1,598 SH   DFND   1,598 0 0
GENERAC HLDGS INC COM COM 368736104   291 2,673 SH   DFND   2,673 0 0
HOWMET AEROSPACE INC COM COM 443201108   411 8,887 SH   DFND   8,887 0 0
INCYTE CORP COM COM 45337C102   143 2,476 SH   DFND   2,476 0 0
KINDER MORGAN INC DEL COM COM 49456B101   764 46,081 SH   DFND   46,081 0 0
M & T BK CORP COM COM 55261F104   14,644 115,811 SH   DFND   3,375 0 112,436
MONGODB INC CL A CL A 60937P106   450 1,301 SH   DFND   1,301 0 0
REGENCY CTRS CORP COM COM 758849103   129 2,168 SH   DFND   2,168 0 0
VEEVA SYS INC CL A COM CL A COM 922475108   637 3,133 SH   DFND   3,133 0 0
WEC ENERGY GROUP INC COM COM 92939U106   779 9,674 SH   DFND   9,674 0 0
ADVANCE AUTO PARTS INC COM COM 00751Y106   22 385 SH   DFND   385 0 0
ALBERTSONS COS INC COMMON STOCK COMMON STOCK 013091103   65 2,860 SH   DFND   2,860 0 0
U HAUL HOLDING COMPANY COM SER N COM SER N 023586506   18 343 SH   DFND   343 0 0
ARROW ELECTRS INC COM COM 042735100   40 318 SH   DFND   318 0 0
BILL HOLDINGS INC COM COM 090043100   27 251 SH   DFND   251 0 0
MOHAWK INDS INC COM COM 608190104   15 180 SH   DFND   180 0 0
COHEN & STEERS INC COM COM 19247A100   158 2,527 SH   DFND   2,527 0 0
KKR REAL ESTATE FIN TR INC COM COM 48251K100   1,607 135,384 SH   DFND   135,384 0 0
SUNNOVA ENERGY INTL INC. COM COM 86745K104   50 4,733 SH   DFND   4,733 0 0
ACUITY BRANDS INC COM COM 00508Y102   1,744 10,240 SH   DFND   10,240 0 0
AIRBNB INC COM CL A COM CL A 009066101   2,242 16,339 SH   DFND   16,339 0 0
AIR PRODS & CHEMS INC COM COM 009158106   3,196 11,279 SH   DFND   8,683 0 2,596
AMERICAN EXPRESS CO COM COM 025816109   4,212 28,232 SH   DFND   28,232 0 0
AMERICAN INTL GROUP INC COM NEW COM NEW 026874784   31,986 527,830 SH   DFND   98,046 0 429,784
AMGEN INC COM COM 031162100   52,884 196,771 SH   DFND   78,843 0 117,928
BIOGEN INC COM COM 09062X103   1,678 6,527 SH   DFND   6,527 0 0
BLACKROCK INC COM COM 09247X101   2,684 4,152 SH   DFND   4,152 0 0
BOYD GAMING CORP COM COM 103304101   3,901 64,134 SH   DFND   64,134 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS SPON ADR UNITS 344419106   609 5,575 SH   DFND   5,575 0 0
GENERAL MLS INC COM COM 370334104   13,822 216,000 SH   DFND   37,148 0 178,852
INTERNATIONAL BUSINESS MACHS COM COM 459200101   6,896 49,153 SH   DFND   49,153 0 0
INTUITIVE SURGICAL INC COM NEW COM NEW 46120E602   8,582 29,362 SH   DFND   14,635 0 14,727
MARRIOTT INTL INC NEW CL A NEW CL A 571903202   7,787 39,616 SH   DFND   39,616 0 0
PNC FINL SVCS GROUP INC COM COM 693475105   2,349 19,137 SH   DFND   19,137 0 0
PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102   797 11,062 SH   DFND   11,062 0 0
SHERWIN WILLIAMS CO COM COM 824348106   5,425 21,271 SH   DFND   21,271 0 0
TRUIST FINL CORP COM COM 89832Q109   1,092 38,182 SH   DFND   38,182 0 0
VORNADO RLTY TR SH BEN INT TR SH BEN INT 929042109   913 40,252 SH   DFND   40,252 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A CL A 98980L101   4,655 66,555 SH   DFND   9,198 0 57,357
AMAZON COM INC COM COM 023135106   68,927 542,222 SH   DFND   542,222 0 0
AMETEK INC COM COM 031100100   877 5,933 SH   DFND   5,933 0 0
ARES MANAGEMENT CORPORATION CL A COM STK COM 03990B101   2,000 19,446 SH   DFND   19,446 0 0
BELLRING BRANDS INC COMMON STOCK COM 07831C103   1,180 28,617 SH   DFND   28,617 0 0
CHEVRON CORP NEW COM NEW COM 166764100   9,287 55,078 SH   DFND   55,078 0 0
ENCOMPASS HEALTH CORP COM COM 29261A100   66 976 SH   DFND   976 0 0
FASTENAL CO COM COM 311900104   3,950 72,284 SH   DFND   59,158 0 13,126
FIRST HORIZON CORPORATION COM COM 320517105   310 28,131 SH   DFND   28,131 0 0
FISERV INC COM COM 337738108   27,218 240,952 SH   DFND   48,533 0 192,419
FOX CORP CL A COM CL A COM 35137L105   871 27,920 SH   DFND   27,920 0 0
GALLAGHER ARTHUR J & CO COM COM 363576109   1,241 5,443 SH   DFND   5,443 0 0
GLOBE LIFE INC COM COM 37959E102   129 1,189 SH   DFND   1,189 0 0
JABIL INC COM COM 466313103   461 3,632 SH   DFND   3,632 0 0
KKR & CO INC COM COM 48251W104   4,176 67,790 SH   DFND   67,790 0 0
LULULEMON ATHLETICA INC COM COM 550021109   954 2,475 SH   DFND   2,475 0 0
PALO ALTO NETWORKS INC COM COM 697435105   6,282 26,795 SH   DFND   8,501 0 18,294
PAYCOM SOFTWARE INC COM COM 70432V102   283 1,091 SH   DFND   1,091 0 0
PERMIAN RESOURCES CORP CLASS A COM COM 71424F105   1,149 82,316 SH   DFND   82,316 0 0
REINSURANCE GRP OF AMERICA I COM NEW COM NEW 759351604   73 500 SH   DFND   500 0 0
SCHLUMBERGER LTD COM STK COM 806857108   3,084 52,906 SH   DFND   52,906 0 0
BLOCK INC CL A CL A 852234103   739 16,697 SH   DFND   16,697 0 0
VERISK ANALYTICS INC COM COM 92345Y106   727 3,077 SH   DFND   3,077 0 0
UNITED THERAPEUTICS CORP DEL COM COM 91307C102   876 3,877 SH   DFND   3,877 0 0
ALCOA CORP COM COM 013872106   96 3,306 SH   DFND   3,306 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109   879 8,784 SH   DFND   2,284 0 6,500
BALL CORP COM COM 058498106   357 7,163 SH   DFND   7,163 0 0
BIO RAD LABS INC CL A CL A 090572207   163 456 SH   DFND   456 0 0
CBOE GLOBAL MKTS INC COM COM 12503M108   293 1,873 SH   DFND   1,873 0 0
CBRE GROUP INC CL A CL A 12504L109   675 9,138 SH   DFND   9,138 0 0
CAMDEN PPTY TR SH BEN INT TR SH BEN INT 133131102   102 1,077 SH   DFND   1,077 0 0
DECKERS OUTDOOR CORP COM COM 243537107   302 588 SH   DFND   588 0 0
DEVON ENERGY CORP NEW COM COM NEW 25179M103   488 10,235 SH   DFND   10,235 0 0
DOMINOS PIZZA INC COM COM 25754A201   300 792 SH   DFND   792 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102   423 3,483 SH   DFND   3,483 0 0
FMC CORP COM NEW COM NEW 302491303   180 2,681 SH   DFND   2,681 0 0
FAIR ISAAC CORP COM COM 303250104   11,484 13,222 SH   DFND   821 0 12,401
FIDELITY NATIONAL FINANCIAL FNF GROUP COM COM 31620R303   171 4,137 SH   DFND   4,137 0 0
GENUINE PARTS CO COM COM 372460105   3,947 27,339 SH   DFND   27,339 0 0
GRACO INC COM COM 384109104   379 5,197 SH   DFND   5,197 0 0
HEICO CORP NEW COM COM 422806109   248 1,532 SH   DFND   1,532 0 0
HORMEL FOODS CORP COM COM 440452100   627 16,496 SH   DFND   16,496 0 0
HUNTINGTON BANCSHARES INC COM COM 446150104   409 39,286 SH   DFND   39,286 0 0
KELLANOVA COM COM 487836108   643 10,803 SH   DFND   10,803 0 0
KEURIG DR PEPPER INC COM COM 49271V100   977 30,941 SH   DFND   30,941 0 0
MID-AMER APT CMNTYS INC COM COM 59522J103   274 2,132 SH   DFND   2,132 0 0
NORTHERN TR CORP COM COM 665859104   415 5,969 SH   DFND   5,969 0 0
ONEOK INC NEW COM COM 682680103   732 11,545 SH   DFND   11,545 0 0
POOL CORP COM COM 73278L105   390 1,096 SH   DFND   1,096 0 0
RAYMOND JAMES FINL INC COM COM 754730109   238 2,374 SH   DFND   2,374 0 0
ROBERT HALF INC. COM COM 770323103   462 6,302 SH   DFND   6,302 0 0
STEEL DYNAMICS INC COM COM 858119100   20,773 193,742 SH   DFND   68,430 0 125,312
TORO CO COM COM 891092108   326 3,929 SH   DFND   3,929 0 0
TRANSUNION COM COM 89400J107   269 3,742 SH   DFND   3,742 0 0
TYLER TECHNOLOGIES INC COM COM 902252105   123 319 SH   DFND   319 0 0
ULTA BEAUTY INC COM COM 90384S303   9,942 24,888 SH   DFND   24,888 0 0
VERISIGN INC COM COM 92343E102   365 1,804 SH   DFND   1,804 0 0
CHECK POINT SOFTWARE TECH LT ORD ORD M22465104   350 2,625 SH   DFND   2,625 0 0
AGCO CORP COM COM 001084102   3,819 32,291 SH   DFND   32,291 0 0
ATKORE INC COM COM 047649108   4,011 26,886 SH   DFND   26,886 0 0
RLI CORP COM COM 749607107   4,083 30,045 SH   DFND   30,045 0 0
CARLYLE GROUP INC COM COM 14316J108   560 18,564 SH   DFND   18,564 0 0
EASTMAN CHEM CO COM COM 277432100   281 3,660 SH   DFND   3,660 0 0
ASPEN TECHNOLOGY INC COM COM 29109X106   37 179 SH   DFND   179 0 0
GAMING & LEISURE PPTYS INC COM COM 36467J108   426 9,345 SH   DFND   9,345 0 0
ZILLOW GROUP INC CL C CAP STK CL C 98954M200   96 2,073 SH   DFND   2,073 0 0
BAIN CAP SPECIALTY FIN INC COM STK COM STK 05684B107   1,607 104,939 SH   DFND   104,939 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS SHS 113004105   103 3,076 SH   DFND   3,076 0 0
CARETRUST REIT INC COM COM 14174T107   537 26,207 SH   DFND   26,207 0 0
NEW MTN FIN CORP COM COM 647551100   377 29,083 SH   DFND   29,083 0 0
PROSPECT CAP CORP COM COM 74348T102   1,447 239,132 SH   DFND   239,132 0 0
HYSTER YALE MATLS HANDLING I CL A CL A 449172105   28 618 SH   DFND   618 0 0
MONTAUK RENEWABLES INC COM COM 61218C103   59 6,428 SH   DFND   6,428 0 0
SCHNITZER STEEL INDS INC CL A CL A 806882106   84 3,004 SH   DFND   3,004 0 0
DR REDDYS LABS LTD ADR CL A 256135203   108 1,613 SH   DFND   1,613 0 0
INFOSYS LTD SPONSORED ADR ADR 456788108   200 11,673 SH   DFND   11,673 0 0
AMERIPRISE FINL INC COM COM 03076C106   19,377 58,774 SH   DFND   3,963 0 54,811
AXON ENTERPRISE INC COM COM 05464C101   979 4,919 SH   DFND   4,919 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702   42,827 122,258 SH   DFND   122,258 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107   2,616 49,551 SH   DFND   49,551 0 0
THE CIGNA GROUP COM COM 125523100   5,204 18,193 SH   DFND   18,193 0 0
COMCAST CORP NEW CL A CL A 20030N101   36,531 823,878 SH   DFND   713,403 0 110,475
DXC TECHNOLOGY CO COM COM 23355L106   250 11,987 SH   DFND   11,987 0 0
DELL TECHNOLOGIES INC CL C CL C 24703L202   6,439 93,450 SH   DFND   25,683 0 67,767
INGEVITY CORP COM COM 45688C107   495 10,404 SH   DFND   10,404 0 0
INTUIT COM COM 461202103   8,026 15,709 SH   DFND   15,709 0 0
JPMORGAN CHASE & CO COM COM 46625H100   78,000 537,855 SH   DFND   383,006 0 154,849
MASTERCARD INCORPORATED CL A CL A 57636Q104   13,811 34,884 SH   DFND   34,884 0 0
METLIFE INC COM COM 59156R108   1,796 28,556 SH   DFND   28,556 0 0
NIKE INC CL B CL B 654106103   2,821 29,498 SH   DFND   29,498 0 0
NVIDIA CORPORATION COM COM 67066G104   81,666 187,742 SH   DFND   187,742 0 0
NUTRIEN LTD COM COM 67077M108   674 10,910 SH   DFND   10,910 0 0
ORACLE CORP COM COM 68389X105   35,217 332,490 SH   DFND   98,856 0 233,634
ORMAT TECHNOLOGIES INC COM COM 686688102   1,274 18,224 SH   DFND   18,224 0 0
PRUDENTIAL FINL INC COM COM 744320102   2,957 31,159 SH   DFND   31,159 0 0
REGENERON PHARMACEUTICALS COM COM 75886F107   7,795 9,472 SH   DFND   9,472 0 0
T-MOBILE US INC COM COM 872590104   8,270 59,052 SH   DFND   27,042 0 32,010
TRAVELERS COMPANIES INC COM COM 89417E109   19,235 117,782 SH   DFND   117,782 0 0
UNIVERSAL DISPLAY CORP COM COM 91347P105   664 4,231 SH   DFND   4,231 0 0
WASTE MGMT INC DEL COM COM 94106L109   2,460 16,135 SH   DFND   16,135 0 0
ZOETIS INC CL A CL A 98978V103   3,431 19,719 SH   DFND   19,719 0 0
CREDICORP LTD COM COM G2519Y108   469 3,665 SH   DFND   3,665 0 0
ANALOG DEVICES INC COM COM 032654105   26,079 148,948 SH   DFND   148,948 0 0
CMS ENERGY CORP COM COM 125896100   23,936 450,691 SH   DFND   450,691 0 0
JOHNSON & JOHNSON COM COM 478160104   27,848 178,797 SH   DFND   178,797 0 0
AFLAC INC COM COM 001055102   5,268 68,642 SH   DFND   14,154 0 54,488
CLEVELAND-CLIFFS INC NEW COM NEW COM 185899101   2,347 150,131 SH   DFND   150,131 0 0
CONSTELLATION ENERGY CORP COM COM 21037T109   1,772 16,243 SH   DFND   16,243 0 0
QUIDELORTHO CORP COM COM 219798105   1,019 13,949 SH   DFND   13,949 0 0
DOORDASH INC CL A CL A 25809K105   462 5,808 SH   DFND   5,808 0 0
EQUITRANS MIDSTREAM CORP COM COM 294600101   64 6,869 SH   DFND   6,869 0 0
HONEYWELL INTL INC COM COM 438516106   4,360 23,600 SH   DFND   23,600 0 0
INGERSOLL RAND INC COM COM 45687V106   2,182 34,240 SH   DFND   34,240 0 0
INSULET CORP COM COM 45784P101   566 3,548 SH   DFND   3,548 0 0
KLA CORP COM NEW COM 482480100   28,471 62,074 SH   DFND   10,813 0 51,261
KEYSIGHT TECHNOLOGIES INC COM COM 49338L103   1,101 8,320 SH   DFND   8,320 0 0
MSA SAFETY INC COM COM 553498106   60 379 SH   DFND   379 0 0
PENUMBRA INC COM COM 70975L107   743 3,071 SH   DFND   3,071 0 0
PRICE T ROWE GROUP INC COM COM 74144T108   11,774 112,274 SH   DFND   3,402 0 108,872
ROKU INC COM CL A CL A 77543R102   1,358 19,242 SH   DFND   19,242 0 0
3M CO COM COM 88579Y101   2,079 22,209 SH   DFND   22,209 0 0
WEST PHARMACEUTICAL SVSC INC COM COM 955306105   826 2,202 SH   DFND   2,202 0 0
WILLIAMS COS INC COM COM 969457100   1,431 42,484 SH   DFND   42,484 0 0
ZIMMER BIOMET HOLDINGS INC COM COM 98956P102   1,753 15,625 SH   DFND   15,625 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK COMMON STOCK 98980F104   334 20,377 SH   DFND   20,377 0 0
BENTLEY SYS INC COM CL B COM CL B 08265T208   269 5,369 SH   DFND   5,369 0 0
MKS INSTRS INC COM COM 55306N104   1,702 19,669 SH   DFND   19,669 0 0
UIPATH INC CL A CL A 90364P105   410 23,988 SH   DFND   23,988 0 0
GLOBAL PMTS INC COM COM 37940X102   1,224 10,610 SH   DFND   10,610 0 0
NUTANIX INC CL A CL A 67059N108   360 10,325 SH   DFND   10,325 0 0
REPUBLIC SVCS INC COM COM 760759100   2,175 15,262 SH   DFND   10,088 0 5,174
STANLEY BLACK & DECKER INC COM COM 854502101   1,313 15,713 SH   DFND   15,713 0 0
ALNYLAM PHARMACEUTICALS INC COM COM 02043Q107   300 1,693 SH   DFND   1,693 0 0
BIOMARIN PHARMACEUTICAL INC COM COM 09061G101   275 3,109 SH   DFND   3,109 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103   789 4,407 SH   DFND   4,407 0 0
BROWN & BROWN INC COM COM 115236101   274 3,928 SH   DFND   3,928 0 0
CHESAPEAKE ENERGY CORP COM COM 165167735   260 3,011 SH   DFND   3,011 0 0
CINCINNATI FINL CORP COM COM 172062101   158 1,543 SH   DFND   1,543 0 0
ESSEX PPTY TR INC COM COM 297178105   126 593 SH   DFND   593 0 0
FIRSTENERGY CORP COM COM 337932107   334 9,766 SH   DFND   9,766 0 0
GARTNER INC COM COM 366651107   4,781 13,914 SH   DFND   13,914 0 0
HALLIBURTON CO COM COM 406216101   12,645 312,221 SH   DFND   17,044 0 295,177
HENRY JACK & ASSOC INC COM COM 426281101   229 1,518 SH   DFND   1,518 0 0
HERSHEY CO COM COM 427866108   6,800 33,986 SH   DFND   33,986 0 0
HUNTINGTON INGALLS INDS INC COM COM 446413106   548 2,678 SH   DFND   2,678 0 0
JUNIPER NETWORKS INC COM COM 48203R104   150 5,388 SH   DFND   5,388 0 0
MOSAIC CO NEW COM COM 61945C103   309 8,692 SH   DFND   8,692 0 0
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106   1,093 19,199 SH   DFND   19,199 0 0
PULTE GROUP INC COM COM 745867101   6,624 89,452 SH   DFND   89,452 0 0
REPLIGEN CORP COM COM 759916109   166 1,042 SH   DFND   1,042 0 0
SEAGEN INC COM COM 81181C104   502 2,367 SH   DFND   2,367 0 0
SYSCO CORP COM COM 871829107   492 7,451 SH   DFND   7,451 0 0
TEXTRON INC COM COM 883203101   292 3,738 SH   DFND   3,738 0 0
TRIMBLE INC COM COM 896239100   345 6,411 SH   DFND   6,411 0 0
TYSON FOODS INC CL A CL A 902494103   178 3,523 SH   DFND   3,523 0 0
WATERS CORP COM COM 941848103   426 1,554 SH   DFND   1,554 0 0
EAGLE MATLS INC COM COM 26969P108   3,662 21,990 SH   DFND   21,990 0 0
LIVENT CORP COM COM 53814L108   3,214 174,581 SH   DFND   174,581 0 0
YUM CHINA HLDGS INC COM COM 98850P109   1,131 20,291 SH   DFND   20,291 0 0
ARAMARK COM COM 03852U106   18 513 SH   DFND   513 0 0
NRG ENERGY INC COM NEW COM NEW 629377508   22 562 SH   DFND   562 0 0
NEWS CORP NEW CL A CL A 65249B109   201 10,013 SH   DFND   10,013 0 0
WHIRLPOOL CORP COM COM 963320106   28 209 SH   DFND   209 0 0
WYNN RESORTS LTD COM COM 983134107   73 786 SH   DFND   786 0 0
BLUE OWL CAPITAL CORPORATION COM COM 69121K104   1,044 75,381 SH   DFND   75,381 0 0
TC ENERGY CORP COM COM 87807B107   56 1,621 SH   DFND   1,621 0 0
ENERGY RECOVERY INC COM COM 29270J100   174 8,201 SH   DFND   8,201 0 0
TPI COMPOSITES INC COM COM 87266J104   12 4,570 SH   DFND   4,570 0 0
COMMERCE BANCSHARES INC COM COM 200525103   45 934 SH   DFND   934 0 0
ERIE INDTY CO CL A CL A 29530P102   86 292 SH   DFND   292 0 0
AECOM COM COM 00766T100   1,427 17,190 SH   DFND   17,190 0 0
ALPHABET INC CAP STK CL A CL A 02079K305   167,317 1,278,595 SH   DFND   884,796 0 393,799
ELEVANCE HEALTH INC COM COM 036752103   32,211 73,977 SH   DFND   73,977 0 0
BROADCOM INC COM COM 11135F101   53,525 64,443 SH   DFND   64,443 0 0
CADENCE DESIGN SYSTEM INC COM COM 127387108   16,432 70,133 SH   DFND   70,133 0 0
DANAHER CORPORATION COM COM 235851102   8,994 36,251 SH   DFND   36,251 0 0
EXELON CORP COM COM 30161N101   2,432 64,346 SH   DFND   45,649 0 18,697
ILLINOIS TOOL WKS INC COM COM 452308109   8,707 37,806 SH   DFND   37,806 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104   1,752 15,928 SH   DFND   15,928 0 0
KB HOME COM COM 48666K109   1,642 35,487 SH   DFND   35,487 0 0
ELI LILLY & CO COM COM 532457108   57,109 106,323 SH   DFND   94,096 0 12,227
MICROSOFT CORP COM COM 594918104   229,149 725,730 SH   DFND   632,318 0 93,412
MURPHY USA INC COM COM 626755102   5,728 16,761 SH   DFND   16,761 0 0
PACCAR INC COM COM 693718108   14,580 171,487 SH   DFND   171,487 0 0
PAYPAL HLDGS INC COM COM 70450Y103   1,873 32,038 SH   DFND   32,038 0 0
S&P GLOBAL INC COM COM 78409V104   29,326 80,256 SH   DFND   57,623 0 22,633
THERMO FISHER SCIENTIFIC INC COM COM 883556102   6,596 13,032 SH   DFND   13,032 0 0
WABTEC COM COM 929740108   4,902 46,131 SH   DFND   11,263 0 34,868
FIDELITY NATL INFORMATION SV COM COM 31620M106   20,588 372,501 SH   DFND   372,501 0 0
MINISO GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 66981J102   1,095 42,289 SH   DFND   42,289 0 0
AMERICAN ELEC PWR CO INC COM COM 025537101   819 10,890 SH   DFND   10,890 0 0
APPLOVIN CORP COM CL A COM 03831W108   1,143 28,610 SH   DFND   28,610 0 0
CARNIVAL CORP COMMON STOCK UNIT 143658300   1,051 76,610 SH   DFND   76,610 0 0
CITIZENS FINL GROUP INC COM COM 174610105   480 17,896 SH   DFND   17,896 0 0
CIVITAS RESOURCES INC COM NEW COM 17888H103   1,165 14,407 SH   DFND   14,407 0 0
CONOCOPHILLIPS COM COM 20825C104   7,881 65,785 SH   DFND   65,785 0 0
DELTA AIR LINES INC DEL COM NEW COM NEW 247361702   1,925 52,029 SH   DFND   52,029 0 0
DEXCOM INC COM COM 252131107   2,053 22,007 SH   DFND   22,007 0 0
EMERSON ELEC CO COM COM 291011104   1,557 16,121 SH   DFND   16,121 0 0
ENTEGRIS INC COM COM 29362U104   535 5,697 SH   DFND   5,697 0 0
FIRST CTZNS BANCSHARES INC N CL A CL A 31946M103   15,264 11,060 SH   DFND   11,060 0 0
KIMBERLY-CLARK CORP COM COM 494368103   13,760 113,863 SH   DFND   108,051 0 5,812
LEGEND BIOTECH CORP SPONSORED ADS COM 52490G102   1,122 16,710 SH   DFND   16,710 0 0
MICROCHIP TECHNOLOGY INC. COM COM 595017104   1,591 20,379 SH   DFND   20,379 0 0
NUCOR CORP COM COM 670346105   9,993 63,915 SH   DFND   63,915 0 0
PACIFIC BIOSCIENCES CALIF IN COM COM 69404D108   858 102,765 SH   DFND   102,765 0 0
PUBLIC STORAGE COM COM 74460D109   6,012 22,816 SH   DFND   22,816 0 0
SEMPRA COM COM 816851109   915 13,456 SH   DFND   13,456 0 0
VULCAN MATLS CO COM COM 929160109   697 3,452 SH   DFND   3,452 0 0
WARNER BROS DISCOVERY INC COM SER A COM SER A 934423104   3,212 295,779 SH   DFND   295,779 0 0
WEYERHAEUSER CO MTN BE COM NEW COM NEW 962166104   5,176 168,812 SH   DFND   49,761 0 119,051
COGNEX CORP COM COM 192422103   54 1,262 SH   DFND   1,262 0 0
BROADSTONE NET LEASE INC COM COM 11135E203   325 22,749 SH   DFND   22,749 0 0
LEAR CORP COM NEW COM NEW 521865204   927 6,907 SH   DFND   6,907 0 0
SNAP ON INC COM COM 833034101   1,086 4,256 SH   DFND   4,256 0 0
AMERICAN WTR WKS CO INC NEW COM NEW COM 030420103   4,097 33,084 SH   DFND   4,890 0 28,194
BERKLEY W R CORP COM COM 084423102   178 2,809 SH   DFND   2,809 0 0
CDW CORP COM COM 12514G108   482 2,388 SH   DFND   2,388 0 0
CARDINAL HEALTH INC COM COM 14149Y108   371 4,269 SH   DFND   4,269 0 0
CORNING INC COM COM 219350105   485 15,919 SH   DFND   15,919 0 0
ETSY INC COM COM 29786A106   109 1,693 SH   DFND   1,693 0 0
EVERGY INC COM COM 30034W106   120 2,370 SH   DFND   2,370 0 0
EXPEDIA GROUP INC COM NEW COM NEW 30212P303   286 2,774 SH   DFND   2,774 0 0
FIFTH THIRD BANCORP COM COM 316773100   392 15,456 SH   DFND   15,456 0 0
GRAINGER W W INC COM COM 384802104   15,352 22,190 SH   DFND   21,130 0 1,060
HEALTHPEAK PROPERTIES INC COM COM 42250P103   399 21,740 SH   DFND   21,740 0 0
HUNT J B TRANS SVCS INC COM COM 445658107   448 2,374 SH   DFND   2,374 0 0
ILLUMINA INC COM COM 452327109   639 4,654 SH   DFND   4,654 0 0
KEYCORP COM COM 493267108   129 11,947 SH   DFND   11,947 0 0
LPL FINL HLDGS INC COM COM 50212V100   12,454 52,403 SH   DFND   52,403 0 0
MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206   585 7,739 SH   DFND   7,739 0 0
MEDICAL PPTYS TRUST INC COM COM 58463J304   69 12,737 SH   DFND   12,737 0 0
METTLER TOLEDO INTERNATIONAL COM COM 592688105   782 706 SH   DFND   706 0 0
MOLINA HEALTHCARE INC COM COM 60855R100   751 2,290 SH   DFND   2,290 0 0
MONOLITHIC PWR SYS INC COM COM 609839105   2,362 5,113 SH   DFND   618 0 4,495
NETAPP INC COM COM 64110D104   579 7,629 SH   DFND   7,629 0 0
RESMED INC COM COM 761152107   233 1,574 SH   DFND   1,574 0 0
SKYWORKS SOLUTIONS INC COM COM 83088M102   264 2,681 SH   DFND   2,681 0 0
WP CAREY INC COM COM 92936U109   336 6,220 SH   DFND   6,220 0 0
WELLS FARGO CO NEW COM NEW COM 949746101   1,208 29,554 SH   DFND   29,554 0 0
YUM BRANDS INC COM COM 988498101   22,981 183,934 SH   DFND   8,054 0 175,880
AMERICAN HOMES 4 RENT CL A CL A 02665T306   797 23,670 SH   DFND   2,400 0 21,270
YELP INC CL A CL A 985817105   3,738 89,887 SH   DFND   89,887 0 0
ALLY FINL INC COM COM 02005N100   67 2,507 SH   DFND   2,507 0 0
BORGWARNER INC COM COM 099724106   54 1,347 SH   DFND   1,347 0 0
FRANKLIN RESOURCES INC COM COM 354613101   30 1,240 SH   DFND   1,240 0 0
SIRIUS XM HOLDINGS INC COM COM 82968B103   37 8,102 SH   DFND   8,102 0 0
ARES CAPITAL CORP COM COM 04010L103   740 37,999 SH   DFND   37,999 0 0
ARES COML REAL ESTATE CORP COM COM 04013V108   1,460 153,333 SH   DFND   153,333 0 0
BLACKROCK TCP CAPITAL CORP COM COM 09259E108   1,160 98,826 SH   DFND   98,826 0 0
BROOKFIELD CORP CL A LTD VT SH VT SH 11271J107   385 12,305 SH   DFND   12,305 0 0
FRANKLIN STR PPTYS CORP COM COM 35471R106   296 160,244 SH   DFND   160,244 0 0
GOLUB CAP BDC INC COM COM 38173M102   944 64,323 SH   DFND   64,323 0 0
FORD LANE CAP CORP COM COM 691543102   244 48,899 SH   DFND   48,899 0 0
TRICON RESIDENTIAL INC COM NPV COM NPV 89612W102   149 20,177 SH   DFND   20,177 0 0
WEST FRASER TIMBER CO LTD COM COM 952845105   179 2,473 SH   DFND   2,473 0 0
TETRA TECH INC NEW COM NEW COM 88162G103   349 2,295 SH   DFND   2,295 0 0
GENTEX CORP COM COM 371901109   45 1,396 SH   DFND   1,396 0 0
ABBOTT LABS COM COM 002824100   28,088 290,011 SH   DFND   290,011 0 0
ABBVIE INC COM COM 00287Y109   32,976 221,225 SH   DFND   183,708 0 37,517
ADVANCED MICRO DEVICES INC COM COM 007903107   5,667 55,114 SH   DFND   55,114 0 0
APPLE INC COM COM 037833100   214,433 1,252,458 SH   DFND   1,018,996 0 233,462
CHARTER COMMUNICATIONS INC N CL A CL A 16119P108   6,166 14,020 SH   DFND   4,700 0 9,320
COUSINS PPTYS INC COM NEW COM NEW 222795502   649 31,837 SH   DFND   31,837 0 0
DIGITAL RLTY TR INC COM COM 253868103   6,176 51,033 SH   DFND   19,665 0 31,368
DOLLAR TREE INC COM COM 256746108   917 8,612 SH   DFND   8,612 0 0
EQUINIX INC COM COM 29444U700   3,315 4,565 SH   DFND   4,565 0 0
HOME DEPOT INC COM COM 437076102   16,706 55,288 SH   DFND   55,288 0 0
KRAFT HEINZ CO COM COM 500754106   763 22,670 SH   DFND   22,670 0 0
MERITAGE HOMES CORP COM COM 59001A102   1,415 11,559 SH   DFND   11,559 0 0
MICRON TECHNOLOGY INC COM COM 595112103   3,092 45,450 SH   DFND   33,927 0 11,523
ON SEMICONDUCTOR CORP COM COM 682189105   12,696 136,594 SH   DFND   93,594 0 43,000
PEPSICO INC COM COM 713448108   47,839 282,335 SH   DFND   282,335 0 0
PROCTER AND GAMBLE CO COM COM 742718109   60,021 411,499 SH   DFND   371,371 0 40,128
PROGRESS SOFTWARE CORP COM COM 743312100   1,196 22,750 SH   DFND   22,750 0 0
RIVIAN AUTOMOTIVE INC COM CL A COM CL A 76954A103   5,697 234,654 SH   DFND   47,710 0 186,944
SERVICENOW INC COM COM 81762P102   5,773 10,328 SH   DFND   10,328 0 0
TOPBUILD CORP COM COM 89055F103   1,295 5,146 SH   DFND   5,146 0 0
US BANCORP DEL COM NEW COM NEW 902973304   1,850 55,948 SH   DFND   55,948 0 0
WALMART INC COM COM 931142103   18,907 118,220 SH   DFND   118,220 0 0
ABM INDS INC COM COM 000957100   20,135 503,240 SH   DFND   503,240 0 0
TRACTOR SUPPLY CO COM COM 892356106   19,381 95,447 SH   DFND   95,447 0 0
ARISTA NETWORKS INC COM COM 040413106   1,387 7,540 SH   DFND   7,540 0 0
ASSURANT INC COM COM 04621X108   112 778 SH   DFND   778 0 0
AUTOZONE INC COM COM 053332102   21,669 8,531 SH   DFND   542 0 7,989
BOSTON PROPERTIES INC COM COM 101121101   793 13,339 SH   DFND   13,339 0 0
CELANESE CORP DEL COM COM 150870103   1,608 12,809 SH   DFND   12,809 0 0
CHENIERE ENERGY INC COM NEW COM NEW 16411R208   1,774 10,689 SH   DFND   10,689 0 0
CINTAS CORP COM COM 172908105   1,964 4,084 SH   DFND   2,576 0 1,508
DOMINION ENERGY INC COM COM 25746U109   1,547 34,635 SH   DFND   34,635 0 0
EXXON MOBIL CORP COM COM 30231G102   14,845 126,256 SH   DFND   126,256 0 0
FRESHPET INC COM COM 358039105   1,026 15,574 SH   DFND   15,574 0 0
GENERAL MTRS CO COM COM 37045V100   3,012 91,351 SH   DFND   91,351 0 0
HESS CORP COM COM 42809H107   1,690 11,045 SH   DFND   11,045 0 0
LAMB WESTON HLDGS INC COM COM 513272104   809 8,752 SH   DFND   8,752 0 0
MONDELEZ INTL INC CL A CL A 609207105   17,773 256,094 SH   DFND   58,115 0 197,979
OTIS WORLDWIDE CORP COM COM 68902V107   982 12,223 SH   DFND   12,223 0 0
PARKER-HANNIFIN CORP COM COM 701094104   2,171 5,574 SH   DFND   5,574 0 0
PIONEER NAT RES CO COM COM 723787107   1,521 6,625 SH   DFND   6,625 0 0
PROLOGIS INC. COM COM 74340W103   22,098 196,936 SH   DFND   47,009 0 149,927
REALTY INCOME CORP COM COM 756109104   835 16,730 SH   DFND   16,730 0 0
R1 RCM INC COM COM 77634L105   999 66,282 SH   DFND   66,282 0 0
SBA COMMUNICATIONS CORP NEW CL A NEW CL A 78410G104   564 2,817 SH   DFND   2,817 0 0
SUPER MICRO COMPUTER INC COM COM 86800U104   1,649 6,012 SH   DFND   6,012 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM COM 874054109   758 5,402 SH   DFND   5,402 0 0
TOLL BROTHERS INC COM COM 889478103   64 865 SH   DFND   865 0 0
TWILIO INC CL A CL A 90138F102   639 10,919 SH   DFND   10,919 0 0
UNITY SOFTWARE INC COM COM 91332U101   228 7,253 SH   DFND   7,253 0 0
DYNATRACE INC COM NEW COM NEW 268150109   137 2,937 SH   DFND   2,937 0 0
PTC INC COM COM 69370C100   573 4,041 SH   DFND   4,041 0 0
SPRINKLR INC CL A COM 85208T107   382 27,632 SH   DFND   27,632 0 0
BIO-TECHNE CORP COM COM 09073M104   134 1,971 SH   DFND   1,971 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A CL A 099502106   425 3,889 SH   DFND   3,889 0 0
CARLISLE COS INC COM COM 142339100   144 555 SH   DFND   555 0 0
CENTENE CORP DEL COM COM 15135B101   1,912 27,765 SH   DFND   27,765 0 0
COSTAR GROUP INC COM COM 22160N109   145 1,886 SH   DFND   1,886 0 0
ENTERGY CORP NEW COM COM 29364G103   243 2,631 SH   DFND   2,631 0 0
EQUITY LIFESTYLE PPTYS INC COM COM 29472R108   238 3,743 SH   DFND   3,743 0 0
ESSENTIAL UTILS INC COM COM 29670G102   333 9,693 SH   DFND   9,693 0 0
FORTIVE CORP COM COM 34959J108   943 12,712 SH   DFND   12,712 0 0
HASBRO INC COM COM 418056107   284 4,294 SH   DFND   4,294 0 0
INVITATION HOMES INC COM COM 46187W107   482 15,199 SH   DFND   15,199 0 0
LABORATORY CORP AMER HLDGS COM NEW COM NEW 50540R409   588 2,925 SH   DFND   2,925 0 0
LAS VEGAS SANDS CORP COM COM 517834107   247 5,399 SH   DFND   5,399 0 0
LENNOX INTL INC COM COM 526107107   368 982 SH   DFND   982 0 0
LIBERTY BROADBAND CORP COM SER C COM 530307305   294 3,214 SH   DFND   3,214 0 0
MARKETAXESS HLDGS INC COM COM 57060D108   205 961 SH   DFND   961 0 0
MASTERBRAND INC COMMON STOCK COMMON STOCK 57638P104   31 2,516 SH   DFND   2,516 0 0
NEUROCRINE BIOSCIENCES INC COM COM 64125C109   159 1,413 SH   DFND   1,413 0 0
PAYLOCITY HLDG CORP COM COM 70438V106   216 1,188 SH   DFND   1,188 0 0
RTX CORPORATION COM COM 75513E101   1,017 14,129 SH   DFND   14,129 0 0
REGIONS FINANCIAL CORP NEW COM COM 7591EP100   556 32,353 SH   DFND   32,353 0 0
UDR INC COM COM 902653104   116 3,257 SH   DFND   3,257 0 0
VENTAS INC COM COM 92276F100   3,966 94,149 SH   DFND   4,809 0 89,340
WATSCO INC COM COM 942622200   263 697 SH   DFND   697 0 0
WOLFSPEED INC COM COM 977852102   184 4,835 SH   DFND   4,835 0 0
MEDPACE HLDGS INC COM COM 58506Q109   3,701 15,285 SH   DFND   15,285 0 0
FOX CORP CL B COM CL B COM 35137L204   31 1,089 SH   DFND   1,089 0 0
HEICO CORP NEW CL A CL A 422806208   53 414 SH   DFND   414 0 0
HYATT HOTELS CORP COM CL A CL A 448579102   49 463 SH   DFND   463 0 0
MIDCAP FINANCIAL INVSTMNT CO COM NEW COM NEW 03761U502   1,972 143,426 SH   DFND   143,426 0 0
APOLLO COML REAL EST FIN INC COM COM 03762U105   1,533 151,323 SH   DFND   151,323 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK COMMON STOCK 09261X102   1,047 38,274 SH   DFND   38,274 0 0
CHIMERA INVT CORP COM NEW COM NEW 16934Q208   695 127,331 SH   DFND   127,331 0 0
GLE POINT CREDIT COMPANY I COM COM 269808101   926 91,246 SH   DFND   91,246 0 0
EMPIRE ST RLTY TR INC CL A CL A 292104106   220 27,392 SH   DFND   27,392 0 0
FS KKR CAP CORP COM COM 302635206   2,080 105,640 SH   DFND   105,640 0 0
AGILENT TECHNOLOGIES INC COM COM 00846U101   1,615 14,441 SH   DFND   14,441 0 0
BOOKING HOLDINGS INC COM COM 09857L108   46,935 15,219 SH   DFND   6,770 0 8,449
BRISTOL-MYERS SQUIBB CO COM COM 110122108   5,435 93,646 SH   DFND   93,646 0 0
CF INDS HLDGS INC COM COM 125269100   7,417 86,505 SH   DFND   86,505 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A CL A 192446102   4,528 66,850 SH   DFND   66,850 0 0
DARLING INGREDIENTS INC COM COM 237266101   4,236 81,143 SH   DFND   68,814 0 12,329
DISCOVER FINL SVCS COM COM 254709108   643 7,425 SH   DFND   7,425 0 0
ECOLAB INC COM COM 278865100   2,981 17,596 SH   DFND   13,437 0 4,159
EDISON INTL COM COM 281020107   2,892 45,696 SH   DFND   45,696 0 0
FIRST SOLAR INC COM COM 336433107   5,919 36,631 SH   DFND   14,705 0 21,926
GOLDMAN SACHS GROUP INC COM COM 38141G104   3,478 10,748 SH   DFND   10,748 0 0
IDEXX LABS INC COM COM 45168D104   12,837 29,358 SH   DFND   11,972 0 17,386
KILROY RLTY CORP COM COM 49427F108   399 12,637 SH   DFND   12,637 0 0
LAM RESEARCH CORP COM COM 512807108   33,959 54,181 SH   DFND   19,153 0 35,028
LAUDER ESTEE COS INC CL A CL A 518439104   1,095 7,577 SH   DFND   7,577 0 0
MARRIOTT VACATIONS WORLDWIDE COM COM 57164Y107   304 3,019 SH   DFND   3,019 0 0
PFIZER INC COM COM 717081103   13,113 395,327 SH   DFND   252,965 0 142,362
PROGRESSIVE CORP COM COM 743315103   2,722 19,539 SH   DFND   19,539 0 0
ROCKWELL AUTOMATION INC COM COM 773903109   2,717 9,504 SH   DFND   9,504 0 0
SALESFORCE INC COM COM 79466L302   18,948 93,442 SH   DFND   93,442 0 0
SAP SE SPON ADR SPON ADR 803054204   1,146 8,865 SH   DFND   8,865 0 0
SCHWAB CHARLES CORP COM COM 808513105   2,385 43,437 SH   DFND   43,437 0 0
TJX COS INC NEW COM COM 872540109   29,741 334,619 SH   DFND   193,259 0 141,360
THE TRADE DESK INC COM CL A COM CL A 88339J105   3,259 41,701 SH   DFND   41,701 0 0
UNION PAC CORP COM COM 907818108   8,545 41,964 SH   DFND   21,185 0 20,779
UNITEDHEALTH GROUP INC COM COM 91324P102   88,959 176,440 SH   DFND   95,465 0 80,975
VERTEX PHARMACEUTICALS INC COM COM 92532F100   21,529 61,910 SH   DFND   49,496 0 12,414
XYLEM INC COM COM 98419M100   3,282 36,051 SH   DFND   28,660 0 7,391
AMERICAN TOWER CORP NEW COM NEW COM 03027X100   20,192 122,787 SH   DFND   122,787 0 0
ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR 046353108   21,046 310,779 SH   DFND   310,779 0 0
TRIP COM GROUP LTD ADS COM 89677Q107   1,783 51,000 SH   DFND   51,000 0 0
ALIGN TECHNOLOGY INC COM COM 016255101   664 2,175 SH   DFND   2,175 0 0
BLACKLINE INC COM COM 09239B109   62 1,125 SH   DFND   1,125 0 0
BOEING CO COM COM 097023105   641 3,345 SH   DFND   3,345 0 0
CAESARS ENTERTAINMENT INC NE COM COM 12769G100   2,830 61,050 SH   DFND   61,050 0 0
CELSIUS HLDGS INC COM NEW COM NEW 15118V207   1,083 6,310 SH   DFND   6,310 0 0
CITIGROUP INC COM NEW COM NEW 172967424   3,612 87,819 SH   DFND   87,819 0 0
COINBASE GLOBAL INC COM CL A COM CL A 19260Q107   1,494 19,898 SH   DFND   19,898 0 0
CROWN CASTLE INC COM COM 22822V101   3,148 34,205 SH   DFND   34,205 0 0
DATADOG INC CL A COM COM 23804L103   699 7,679 SH   DFND   7,679 0 0
DISNEY WALT CO COM COM 254687106   4,751 58,623 SH   DFND   58,623 0 0
ELECTRONIC ARTS INC COM COM 285512109   1,608 13,352 SH   DFND   13,352 0 0
EXACT SCIENCES CORP COM COM 30063P105   2,887 42,318 SH   DFND   42,318 0 0
FREEPORT-MCMORAN INC CL B CL B 35671D857   4,441 119,095 SH   DFND   119,095 0 0
HUBSPOT INC COM COM 443573100   945 1,919 SH   DFND   1,919 0 0
MONSTER BEVERAGE CORP NEW COM NEW COM 61174X109   1,190 22,465 SH   DFND   22,465 0 0
NORFOLK SOUTHN CORP COM COM 655844108   5,028 25,532 SH   DFND   6,291 0 19,241
OLD DOMINION FREIGHT LINE IN COM COM 679580100   4,821 11,783 SH   DFND   11,783 0 0
PALANTIR TECHNOLOGIES INC CL A CL A 69608A108   463 28,914 SH   DFND   28,914 0 0
PHILLIPS 66 COM COM 718546104   4,116 34,256 SH   DFND   34,256 0 0
PROCORE TECHNOLOGIES INC COM COM 74275K108   63 969 SH   DFND   969 0 0
ROPER TECHNOLOGIES INC COM COM 776696106   1,406 2,904 SH   DFND   2,904 0 0
UNITED RENTALS INC COM COM 911363109   2,459 5,531 SH   DFND   5,531 0 0
US FOODS HLDG CORP COM COM 912008109   1,147 28,898 SH   DFND   28,898 0 0
VALERO ENERGY CORP COM COM 91913Y100   31,805 224,435 SH   DFND   23,514 0 200,921
VIATRIS INC COM COM 92556V106   1,259 127,723 SH   DFND   127,723 0 0
XCEL ENERGY INC COM COM 98389B100   1,303 22,779 SH   DFND   22,779 0 0
ROYAL CARIBBEAN GROUP COM COM V7780T103   4,277 46,423 SH   DFND   46,423 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109   1,162 7,502 SH   DFND   7,502 0 0
GODADDY INC CL A CL A 380237107   152 2,041 SH   DFND   2,041 0 0
SEA LTD SPONSORD ADS ADS 81141R100   1,392 31,662 SH   DFND   31,662 0 0
TFI INTL INC COM COM 87241L109   2,250 17,525 SH   DFND   17,525 0 0
CARMAX INC COM COM 143130102   662 9,360 SH   DFND   9,360 0 0
MARATHON OIL CORP COM COM 565849106   1,140 42,603 SH   DFND   42,603 0 0
AMEREN CORP COM COM 023608102   489 6,539 SH   DFND   6,539 0 0
BURLINGTON STORES INC COM COM 122017106   98 723 SH   DFND   723 0 0
DOCUSIGN INC COM COM 256163106   214 5,085 SH   DFND   5,085 0 0
FACTSET RESH SYS INC COM COM 303075105   509 1,165 SH   DFND   1,165 0 0
FORTUNE BRANDS INNOVATIONS I COM COM 34964C106   165 2,651 SH   DFND   2,651 0 0
HEALTHCARE RLTY TR CL A COM COM 42226K105   220 14,409 SH   DFND   14,409 0 0
HOLOGIC INC COM COM 436440101   493 7,110 SH   DFND   7,110 0 0
IDEX CORP COM COM 45167R104   492 2,364 SH   DFND   2,364 0 0
IRON MTN INC DEL COM COM 46284V101   547 9,202 SH   DFND   9,202 0 0
KIMCO RLTY CORP COM COM 49446R109   582 33,065 SH   DFND   33,065 0 0
LATTICE SEMICONDUCTOR CORP COM COM 518415104   200 2,324 SH   DFND   2,324 0 0
R INC COM COM 62944T105   19,381 3,250 SH   DFND   889 0 2,361
NASDAQ INC COM COM 631103108   460 9,467 SH   DFND   9,467 0 0
NISOURCE INC COM COM 65473P105   564 22,845 SH   DFND   22,845 0 0
PG&E CORP COM COM 69331C108   254 15,773 SH   DFND   15,773 0 0
REVVITY INC COM COM 714046109   227 2,050 SH   DFND   2,050 0 0
VAIL RESORTS INC COM COM 91879Q109   118 533 SH   DFND   533 0 0
PARAMOUNT GLOBAL CLASS B COM CL B 92556H206   154 11,941 SH   DFND   11,941 0 0
CAL MAINE FOODS INC COM NEW COM NEW 128030202   3,858 79,672 SH   DFND   79,672 0 0
INTERDIGITAL INC COM COM 45867G101   3,795 47,296 SH   DFND   47,296 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A CL A 499049104   55 1,101 SH   DFND   1,101 0 0
ROLLINS INC COM COM 775711104   86 2,294 SH   DFND   2,294 0 0
SEALED AIR CORP NEW COM COM 81211K100   24 742 SH   DFND   742 0 0
XAS PACIFIC LAND CORPORATI COM COM 88262P102   230 126 SH   DFND   126 0 0
TOAST INC CL A CL A 888787108   24 1,286 SH   DFND   1,286 0 0
WEBSTER FINL CORP COM COM 947890109   29 710 SH   DFND   710 0 0
BLACKSTONE MTG TR INC COM CL A COM CL A 09257W100   1,525 70,112 SH   DFND   70,112 0 0
GOLDMAN SACHS BDC INC SHS SHS 38147U107   1,013 69,563 SH   DFND   69,563 0 0
CARLYLE SECURED LENDING INC COM COM 872280102   1,935 133,460 SH   DFND   133,460 0 0
BLOOM ENERGY CORP COM CL A COM CL A 093712107   20 1,536 SH   DFND   1,536 0 0
SHOALS TECHNOLOGIES GROUP IN CL A CL A 82489W107   110 6,038 SH   DFND   6,038 0 0
MOTOROLA SOLUTIONS INC COM NEW COM 620076307   145 532 SH   DFND   532 0 0
SILGAN HLDGS INC COM COM 827048109   44 1,011 SH   DFND   1,011 0 0
AT&T INC COM COM 00206R102   3,971 264,396 SH   DFND   264,396 0 0
BADGER METER INC COM COM 056525108   2,042 14,192 SH   DFND   14,192 0 0
BANK AMERICA CORP COM COM 060505104   30,146 1,101,009 SH   DFND   249,141 0 851,868
CVS HEALTH CORP COM COM 126650100   24,426 349,844 SH   DFND   349,844 0 0
CAPITAL ONE FINL CORP COM COM 14040H105   5,333 54,946 SH   DFND   54,946 0 0
COCA COLA CO COM COM 191216100   56,034 1,000,963 SH   DFND   568,157 0 432,806
COSTCO WHSL CORP NEW COM NEW COM 22160K105   34,011 60,200 SH   DFND   12,933 0 47,267
DEERE & CO COM COM 244199105   3,407 9,027 SH   DFND   9,027 0 0
ENPHASE ENERGY INC COM COM 29355A107   4,661 38,794 SH   DFND   7,864 0 30,930
INSTALLED BLDG PRODS INC COM COM 45780R101   1,242 9,945 SH   DFND   9,945 0 0
INTERPUBLIC GROUP COS INC COM COM 460690100   1,008 35,158 SH   DFND   35,158 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD SPON ADR REP PFD 465562106   889 165,563 SH   DFND   165,563 0 0
MARSH & MCLENNAN COS INC COM COM 571748102   17,303 90,924 SH   DFND   70,393 0 20,531
MERCADOLIBRE INC COM COM 58733R102   16,326 12,877 SH   DFND   12,877 0 0
MORGAN STANLEY COM NEW COM NEW 617446448   6,536 80,035 SH   DFND   80,035 0 0
NETFLIX INC COM COM 64110L106   8,461 22,406 SH   DFND   22,406 0 0
PPG INDS INC COM COM 693506107   1,412 10,882 SH   DFND   10,882 0 0
SPLUNK INC COM COM 848637104   1,723 11,781 SH   DFND   11,781 0 0
STMICROELECTRONICS N V NY REGISTRY NY REGISTRY 861012102   11,908 275,900 SH   DFND   275,900 0 0
SUNPOWER CORP COM COM 867652406   524 84,882 SH   DFND   84,882 0 0
TARGET CORP COM COM 87612E106   2,199 19,885 SH   DFND   19,885 0 0
PDD HOLDINGS INC SPONSORED ADS SPONSORED ADS 722304102   4,901 49,977 SH   DFND   49,977 0 0
ACTIVISION BLIZZARD INC COM COM 00507V109   1,763 18,826 SH   DFND   18,826 0 0
ALBEMARLE CORP COM COM 012653101   10,121 59,519 SH   DFND   59,519 0 0
AMERICAN AIRLS GROUP INC COM COM 02376R102   1,000 78,103 SH   DFND   78,103 0 0
AMPHENOL CORP NEW CL A NEW CL A 032095101   1,423 16,937 SH   DFND   16,937 0 0
APOLLO GLOBAL MGMT INC COM COM 03769M106   6,849 76,298 SH   DFND   49,756 0 26,542
AVIS BUDGET GROUP COM COM 053774105   990 5,511 SH   DFND   5,511 0 0
CAMPBELL SOUP CO COM COM 134429109   534 12,996 SH   DFND   12,996 0 0
CARRIER GLOBAL CORPORATION COM COM 14448C104   2,922 52,938 SH   DFND   39,396 0 13,542
CHIPOTLE MEXICAN GRILL INC COM COM 169656105   13,321 7,272 SH   DFND   7,272 0 0
COLGATE PALMOLIVE CO COM COM 194162103   11,088 155,926 SH   DFND   102,538 0 53,388
CONSOLIDATED EDISON INC COM COM 209115104   1,513 17,694 SH   DFND   17,694 0 0
CONSTELLATION BRANDS INC CL A CL A 21036P108   4,320 17,188 SH   DFND   17,188 0 0
DENTSPLY SIRONA INC COM COM 24906P109   1,096 32,070 SH   DFND   32,070 0 0
META PLATFORMS INC CL A CL A 30303M102   45,609 151,925 SH   DFND   15,509 0 136,416
FEDEX CORP COM COM 31428X106   6,074 22,929 SH   DFND   22,929 0 0
FORD MTR CO DEL COM COM 345370860   2,505 201,681 SH   DFND   201,681 0 0
FORTINET INC COM COM 34959E109   13,744 234,219 SH   DFND   165,631 0 68,588
FRESHWORKS INC CLASS A COM COM 358054104   74 3,718 SH   DFND   3,718 0 0
HOST HOTELS & RESORTS INC COM COM 44107P104   1,983 123,375 SH   DFND   123,375 0 0
KROGER CO COM COM 501044101   1,480 33,073 SH   DFND   33,073 0 0
LANTHEUS HLDGS INC COM COM 516544103   1,177 16,935 SH   DFND   16,935 0 0
LENNAR CORP CL A CL A 526057104   2,050 18,263 SH   DFND   18,263 0 0
MARATHON PETE CORP COM COM 56585A102   3,924 25,930 SH   DFND   25,930 0 0
MASCO CORP COM COM 574599106   603 11,279 SH   DFND   11,279 0 0
MATCH GROUP INC NEW COM COM 57667L107   476 12,151 SH   DFND   12,151 0 0
QUANTA SVCS INC COM COM 74762E102   1,200 6,413 SH   DFND   6,413 0 0
ROSS STORES INC COM COM 778296103   1,053 9,325 SH   DFND   9,325 0 0
SNAP INC CL A CL A 83304A106   524 58,825 SH   DFND   58,825 0 0
SOUTHERN CO COM COM 842587107   1,570 24,265 SH   DFND   24,265 0 0
SOUTHWEST AIRLS CO COM COM 844741108   1,033 38,167 SH   DFND   38,167 0 0
TENET HEALTHCARE CORP COM NEW COM NEW 88033G407   4,554 69,122 SH   DFND   69,122 0 0
TRANSDIGM GROUP INC COM COM 893641100   1,384 1,642 SH   DFND   1,642 0 0
VISTRA CORP COM COM 92840M102   1,140 34,358 SH   DFND   34,358 0 0
WORKDAY INC CL A CL A 98138H101   1,852 8,619 SH   DFND   8,619 0 0
DROPBOX INC CL A CL A 26210C104   3,765 138,265 SH   DFND   138,265 0 0
EBAY INC. COM COM 278642103   19,209 435,685 SH   DFND   36,582 0 399,103
ZSCALER INC COM COM 98980G102   2,470 15,877 SH   DFND   2,034 0 13,843
CORCEPT THERAPEUTICS INC COM COM 218352102   297 10,916 SH   DFND   10,916 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK CL A 65336K103   345 2,403 SH   DFND   2,403 0 0
TELEDYNE TECHNOLOGIES INC COM COM 879360105   675 1,653 SH   DFND   1,653 0 0
AVALONBAY CMNTYS INC COM COM 053484101   4,100 23,871 SH   DFND   2,404 0 21,467
BATH & BODY WORKS INC COM COM 070830104   105 3,100 SH   DFND   3,100 0 0
BEST BUY INC COM COM 086516101   335 4,829 SH   DFND   4,829 0 0
CERIDIAN HCM HLDG INC COM COM 15677J108   281 4,143 SH   DFND   4,143 0 0
CONAGRA BRANDS INC COM COM 205887102   342 12,468 SH   DFND   12,468 0 0
CORTEVA INC COM COM 22052L104   556 10,859 SH   DFND   10,859 0 0
DTE ENERGY CO COM COM 233331107   698 7,029 SH   DFND   7,029 0 0
EPAM SYS INC COM COM 29414B104   204 796 SH   DFND   796 0 0
EQUITABLE HLDGS INC COM COM 29452E101   186 6,537 SH   DFND   6,537 0 0
EQUITY RESIDENTIAL SH BEN INT INT 29476L107   375 6,379 SH   DFND   6,379 0 0
EVERSOURCE ENERGY COM COM 30040W108   615 10,573 SH   DFND   10,573 0 0
EXPEDITORS INTL WASH INC COM COM 302130109   24,977 217,889 SH   DFND   104,154 0 113,735
HARTFORD FINL SVCS GROUP INC COM COM 416515104   496 6,994 SH   DFND   6,994 0 0
INTERNATIONAL FLAVORS&FRAGRA COM COM 459506101   485 7,113 SH   DFND   7,113 0 0
JACOBS SOLUTIONS INC COM COM 46982L108   179 1,310 SH   DFND   1,310 0 0
LEIDOS HOLDINGS INC COM COM 525327102   345 3,741 SH   DFND   3,741 0 0
LIVE NATION ENTERTAINMENT IN COM COM 538034109   130 1,563 SH   DFND   1,563 0 0
NORDSON CORP COM COM 655663102   255 1,141 SH   DFND   1,141 0 0
PPL CORP COM COM 69351T106   229 9,703 SH   DFND   9,703 0 0
PACKAGING CORP AMER COM COM 695156109   227 1,481 SH   DFND   1,481 0 0
QUEST DIAGNOSTICS INC COM COM 74834L100   618 5,068 SH   DFND   5,068 0 0
RPM INTL INC COM COM 749685103   163 1,716 SH   DFND   1,716 0 0
STATE STR CORP COM COM 857477103   733 10,954 SH   DFND   10,954 0 0
SYNCHRONY FINANCIAL COM COM 87165B103   361 11,805 SH   DFND   11,805 0 0
TELEFLEX INCORPORATED COM COM 879369106   166 845 SH   DFND   845 0 0
TERADYNE INC COM COM 880770102   529 5,265 SH   DFND   5,265 0 0
V F CORP COM COM 918204108   137 7,728 SH   DFND   7,728 0 0
LINCOLN ELEC HLDGS INC COM COM 533900106   3,779 20,789 SH   DFND   20,789 0 0
MSC INDL DIRECT INC CL A CL A 553530106   3,779 38,503 SH   DFND   38,503 0 0
VERRA MOBILITY CORP CL A COM STK CL A COM STK 92511U102   3,759 200,999 SH   DFND   200,999 0 0
CHEWY INC CL A CL A 16679L109   9 472 SH   DFND   472 0 0
BERTY MEDIA CORP DEL COM LBTY LIV S C ADDED COM 531229722   2 62 SH   DFND   62 0 0
LOEWS CORP COM COM 540424108   148 2,339 SH   DFND   2,339 0 0
MASIMO CORP COM COM 574795100   10 119 SH   DFND   119 0 0
SMITH A O CORP COM COM 831865209   19 292 SH   DFND   292 0 0
EASTGROUP PPTYS INC COM COM 277276101   203 1,219 SH   DFND   1,219 0 0
ALTUS POWER INC COM CL A CL A 02217A102   57 10,870 SH   DFND   10,870 0 0
AMERESCO INC CL A CL A 02361E108   55 1,428 SH   DFND   1,428 0 0
CORE & MAIN INC CL A CL A 21874C102   314 10,893 SH   DFND   10,893 0 0
PLUG POWER INC COM NEW COM NEW 72919P202   16 2,087 SH   DFND   2,087 0 0
ADOBE INC COM COM 00724F101   52,426 102,816 SH   DFND   59,394 0 43,422
APPLIED MATLS INC COM COM 038222105   34,311 247,821 SH   DFND   71,677 0 176,144
AUTODESK INC COM COM 052769106   15,134 73,142 SH   DFND   73,142 0 0
BECTON DICKINSON & CO COM COM 075887109   2,647 10,239 SH   DFND   10,239 0 0
RKSHIRE HATHAWAY INC DEL CL A CL A 084670108   1,063 2 SH   DFND   2 0 0
BOISE CASCADE CO DEL COM COM 09739D100   5,954 57,788 SH   DFND   57,788 0 0
CSX CORP COM COM 126408103   6,009 195,426 SH   DFND   60,086 0 135,340
CHINDATA GROUP HLDGS LTD ADS ADS 16955F107   498 60,051 SH   DFND   60,051 0 0
CISCO SYS INC COM COM 17275R102   70,097 1,303,885 SH   DFND   775,978 0 527,907
DOW INC COM COM 260557103   2,077 40,292 SH   DFND   40,292 0 0
EDWARDS LIFESCIENCES CORP COM COM 28176E108   11,587 167,250 SH   DFND   157,352 0 9,898
ENCORE WIRE CORP COM COM 292562105   704 3,858 SH   DFND   3,858 0 0
FRANKLIN ELEC INC COM COM 353514102   1,551 17,386 SH   DFND   17,386 0 0
HCA HEALTHCARE INC COM COM 40412C101   38,693 157,301 SH   DFND   72,034 0 85,267
HEWLETT PACKARD ENTERPRISE C COM COM 42824C109   5,355 308,299 SH   DFND   263,478 0 44,821
MCDONALDS CORP COM COM 580135101   26,004 98,710 SH   DFND   22,435 0 76,275
MODERNA INC COM COM 60770K107   867 8,393 SH   DFND   8,393 0 0
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104   3,655 28,220 SH   DFND   4,451 0 23,769
STRYKER CORPORATION COM COM 863667101   8,211 30,047 SH   DFND   27,343 0 2,704
TEXAS INSTRS INC COM COM 882508104   6,449 40,555 SH   DFND   40,555 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104   47,915 1,478,400 SH   DFND   745,620 0 732,780
VISA INC COM CL A CL A 92826C839   89,573 389,432 SH   DFND   314,897 0 74,535
VMWARE INC CL A COM CL A COM 928563402   7,061 42,415 SH   DFND   42,415 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101   10,403 33,873 SH   DFND   33,873 0 0
NEXTERA ENERGY INC COM COM 65339F101   24,669 430,597 SH   DFND   430,597 0 0
AZEK CO INC CL A CLASS A 05478C105   61 2,039 SH   DFND   2,039 0 0
CATERPILLAR INC COM COM 149123101   10,440 38,241 SH   DFND   38,241 0 0
DUKE ENERGY CORP NEW COM NEW NEW COM NEW 26441C204   2,798 31,705 SH   DFND   31,705 0 0
E L F BEAUTY INC COM COM 26856L103   979 8,918 SH   DFND   8,918 0 0
EOG RES INC COM COM 26875P101   2,857 22,536 SH   DFND   22,536 0 0
MARTIN MARIETTA MATLS INC COM COM 573284106   420 1,024 SH   DFND   1,024 0 0
MOLSON COORS BEVERAGE CO CL B CL B 60871R209   1,595 25,079 SH   DFND   25,079 0 0
OREILLY AUTOMOTIVE INC COM COM 67103H107   1,802 1,983 SH   DFND   1,983 0 0
OVINTIV INC COM COM 69047Q102   591 12,428 SH   DFND   12,428 0 0
SHIFT4 PMTS INC CL A COM 82452J109   488 8,821 SH   DFND   8,821 0 0
TAYLOR MORRISON HOME CORP COM COM 87724P106   1,042 24,460 SH   DFND   24,460 0 0
TELADOC HEALTH INC COM COM 87918A105   952 51,199 SH   DFND   51,199 0 0
TEREX CORP NEW COM COM 880779103   4,335 75,232 SH   DFND   75,232 0 0
UGI CORP NEW COM NEW COM 902681105   489 21,262 SH   DFND   21,262 0 0
WESTERN DIGITAL CORP. COM COM 958102105   566 12,402 SH   DFND   12,402 0 0
WESTLAKE CORPORATION COM COM 960413102   1,289 10,343 SH   DFND   10,343 0 0
ANSYS INC COM COM 03662Q105   672 2,260 SH   DFND   2,260 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A CL A 989207105   151 639 SH   DFND   639 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C ADDED COM 531229755   899 14,435 SH   DFND   14,435 0 0
QORVO INC COM COM 74736K101   1,077 11,283 SH   DFND   11,283 0 0
HENRY SCHEIN INC COM COM 806407102   790 10,641 SH   DFND   10,641 0 0
SMUCKER J M CO COM NEW COM NEW 832696405   1,057 8,598 SH   DFND   8,598 0 0
TEGNA INC COM COM 87901J105   334 22,919 SH   DFND   22,919 0 0
VICI PPTYS INC COM COM 925652109   1,274 43,771 SH   DFND   43,771 0 0
AKAMAI TECHNOLOGIES INC COM COM 00971T101   820 7,696 SH   DFND   7,696 0 0
ALLIANT ENERGY CORP COM COM 018802108   280 5,779 SH   DFND   5,779 0 0
CENCORA INC COM COM 03073E105   677 3,761 SH   DFND   3,761 0 0
APA CORPORATION COM COM 03743Q108   148 3,605 SH   DFND   3,605 0 0
CHARLES RIV LABS INTL INC COM COM 159864107   172 876 SH   DFND   876 0 0
DARDEN RESTAURANTS INC COM COM 237194105   199 1,387 SH   DFND   1,387 0 0
EQUIFAX INC COM COM 294429105   407 2,224 SH   DFND   2,224 0 0
F5 INC COM COM 315616102   320 1,983 SH   DFND   1,983 0 0
HP INC COM COM 40434L105   731 28,452 SH   DFND   28,452 0 0
INTERNATIONAL PAPER CO COM COM 460146103   311 8,766 SH   DFND   8,766 0 0
LKQ CORP COM COM 501889208   358 7,239 SH   DFND   7,239 0 0
NEWMONT CORP COM COM 651639106   919 24,884 SH   DFND   24,884 0 0
SUN CMNTYS INC COM COM 866674104   443 3,745 SH   DFND   3,745 0 0
TARGA RES CORP COM COM 87612G101   687 8,012 SH   DFND   8,012 0 0
LUCID GROUP INC COM COM 549498103   1,517 271,424 SH   DFND   8,340 0 263,084
STERLING INFRASTRUCTURE INC COM COM 859241101   3,624 49,316 SH   DFND   49,316 0 0
UNUM GROUP COM COM 91529Y106   3,829 77,849 SH   DFND   77,849 0 0
AMERICAN FINL GROUP INC OHIO COM COM 025932104   16 145 SH   DFND   145 0 0
CATALENT INC COM COM 148806102   37 809 SH   DFND   809 0 0
DICKS SPORTING GOODS INC COM COM 253393102   24 219 SH   DFND   219 0 0
SEI INVTS CO COM COM 784117103   234 3,880 SH   DFND   3,880 0 0
SS&C TECHNOLOGIES HLDGS INC COM COM 78467J100   32 617 SH   DFND   617 0 0
TRADEWEB MKTS INC CL A CL A 892672106   83 1,041 SH   DFND   1,041 0 0
AMER STATES WTR CO COM COM 029899101   235 2,986 SH   DFND   2,986 0 0
BARINGS BDC INC COM COM 06759L103   1,497 167,998 SH   DFND   167,998 0 0
CANADIAN NATL RY CO COM COM 136375102   300 2,767 SH   DFND   2,767 0 0
OAKTREE SPECIALTY LENDING CO COM COM 67401P405   1,330 66,081 SH   DFND   66,081 0 0
SIXTH STREET SPECIALTY LENDI COM COM 83012A109   132 6,450 SH   DFND   6,450 0 0
SUNRUN INC COM COM 86771W105   24 1,894 SH   DFND   1,894 0 0
ASHLAND INC COM COM 044186104   43 526 SH   DFND   526 0 0
RADIAN GROUP INC COM COM 750236101   42 1,686 SH   DFND   1,686 0 0
SONOCO PRODS CO COM COM 835495102   43 794 SH   DFND   794 0 0