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
DARDEN RESTAURANTS INC COM 237194105   29,617,896 206,800 SH   DFND   29,617,896 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   225,800,211 2,893,020 SH   DFND   225,800,211 0 0
BENTLEY SYS INC COM CL B 08265T208   21,803,749 434,684 SH   DFND   21,803,749 0 0
BRIDGEBIO PHARMA INC COM 10806X102   2,123,629 80,532 SH   DFND   2,123,629 0 0
ENPHASE ENERGY INC COM 29355A107   8,395,361 69,874 SH   DFND   8,395,361 0 0
AIRBNB INC COM CL A 009066101   12,326,946 89,840 SH   DFND   12,326,946 0 0
GROUPON INC COM NEW 399473206   459,600 30,000 SH   DFND   459,600 0 0
RAPID7 INC COM 753422104   10,966,095 239,539 SH   DFND   10,966,095 0 0
BEYOND MEAT INC COM 08862E109   286,753 29,808 SH   DFND   286,753 0 0
EVENTBRITE INC COM CL A 29975E109   1,705,839 173,006 SH   DFND   1,705,839 0 0
IMAX CORP COM 45245E109   7,117,971 368,425 SH   DFND   7,117,971 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   3,175,734 42,298 SH   DFND   3,175,734 0 0
SNAP INC CL A 83304A106   556,376 62,444 SH   DFND   556,376 0 0
VERINT SYS INC COM 92343X100   4,087,668 177,802 SH   DFND   4,087,668 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   10,410,738 704,857 SH   DFND   10,410,738 0 0
PROGRESS SOFTWARE CORP COM 743312100   27,736,528 527,511 SH   DFND   27,736,528 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   390,832 39,598 SH   DFND   390,832 0 0
CLOUDFLARE INC CL A COM 18915M107   4,672,840 74,125 SH   DFND   4,672,840 0 0
FISKER INC CL A COM STK 33813J106   192,613 30,002 SH   DFND   192,613 0 0
SOFI TECHNOLOGIES INC COM 83406F102   4,503,947 563,698 SH   DFND   4,503,947 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   1,339,396 222,491 SH   DFND   1,339,396 0 0
UPWORK INC COM 91688F104   970,632 85,443 SH   DFND   970,632 0 0
INTERNATIONAL PAPER CO COM 460146103   144,508,504 4,074,105 SH   DFND   144,508,504 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106   1,056,780 587,100 SH   DFND   1,056,780 0 0
EXXON MOBIL CORP COM 30231G102   3,559,970 30,277 SH   DFND   3,559,970 0 0
FEDEX CORP COM 31428X106   496,611,349 1,874,571 SH   DFND   496,611,349 0 0
BALL CORP COM 058498106   58,245,686 1,170,062 SH   DFND   58,245,686 0 0
ORMAT TECHNOLOGIES INC COM 686688102   7,489,201 107,111 SH   DFND   7,489,201 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   13,414,632 191,802 SH   DFND   13,414,632 0 0
QUALCOMM INC COM 747525103   5,372,083 48,371 SH   DFND   5,372,083 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   15,381,727 402,663 SH   DFND   15,381,727 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   8,406,028 602,151 SH   DFND   8,406,028 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   2,744,239 262,105 SH   DFND   2,744,239 0 0
SAREPTA THERAPEUTICS INC COM 803607100   29,812,726 245,939 SH   DFND   29,812,726 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   9,381,000 300,000 SH   DFND   9,381,000 0 0
UNITI GROUP INC COM 91325V108   5,305,101 1,123,962 SH   DFND   5,305,101 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   9,167,050 139,000 SH   DFND   9,167,050 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   2,500,500 75,000 SH   DFND   2,500,500 0 0
LOCKHEED MARTIN CORP COM 539830109   95,621,800 233,817 SH   DFND   95,621,800 0 0
REALTY INCOME CORP COM 756109104   2,592,685 51,916 SH   DFND   2,592,685 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   122,962,706 2,224,764 SH   DFND   122,962,706 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   3,254,807 13,529 SH   DFND   3,254,807 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   82,404,902 1,419,795 SH   DFND   82,404,902 0 0
CATERPILLAR INC COM 149123101   3,292,653 12,061 SH   DFND   3,292,653 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   18,780,983 277,251 SH   DFND   18,780,983 0 0
DUNE ACQUISITION CORP COM CL A 265334102   322,880 32,000 SH   DFND   322,880 0 0
APPLE INC COM 037833100   13,352,668 77,990 SH   DFND   13,352,668 0 0
ABBVIE INC COM 00287Y109   3,454,764 23,177 SH   DFND   3,454,764 0 0
ABBOTT LABS COM 002824100   2,775,043 28,653 SH   DFND   2,775,043 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   6,618,030 87,749 SH   DFND   6,618,030 0 0
AERCAP HOLDINGS NV SHS N00985106   10,164,447 162,190 SH   DFND   10,164,447 0 0
AFLAC INC COM 001055102   3,382,066 44,066 SH   DFND   3,382,066 0 0
ALBEMARLE CORP COM 012653101   2,590,899 15,237 SH   DFND   2,590,899 0 0
AMCOR PLC ORD G0250X107   2,935,432 320,462 SH   DFND   2,935,432 0 0
AMAZON COM INC COM 023135106   12,751,280 100,309 SH   DFND   12,751,280 0 0
SMITH A O CORP COM 831865209   2,766,020 41,827 SH   DFND   2,766,020 0 0
AIR PRODS & CHEMS INC COM 009158106   3,024,161 10,671 SH   DFND   3,024,161 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   3,170,453 30,820 SH   DFND   3,170,453 0 0
ATMOS ENERGY CORP COM 049560105   2,798,247 26,416 SH   DFND   2,798,247 0 0
BANK AMERICA CORP COM 060505104   17,751,494 648,338 SH   DFND   17,751,494 0 0
BEST BUY INC COM 086516101   980,916 14,120 SH   DFND   980,916 0 0
BECTON DICKINSON & CO COM 075887109   2,980,592 11,529 SH   DFND   2,980,592 0 0
BLOOM ENERGY CORP COM CL A 093712107   5,288,764 398,851 SH   DFND   5,288,764 0 0
FRANKLIN RESOURCES INC COM 354613101   2,744,062 111,638 SH   DFND   2,744,062 0 0
BROWN FORMAN CORP CL B 115637209   2,757,351 47,796 SH   DFND   2,757,351 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   10,359,351 302,905 SH   DFND   10,359,351 0 0
BAUSCH HEALTH COS INC COM 071734107   57,540,000 7,000,000 SH   DFND   57,540,000 0 0
BIO RAD LABS INC CL A 090572207   2,604,139 7,265 SH   DFND   2,604,139 0 0
BROWN & BROWN INC COM 115236101   3,164,590 45,312 SH   DFND   3,164,590 0 0
BOSTON SCIENTIFIC CORP COM 101137107   19,150,349 362,696 SH   DFND   19,150,349 0 0
CARDINAL HEALTH INC COM 14149Y108   3,027,500 34,871 SH   DFND   3,027,500 0 0
CHUBB LIMITED COM H1467J104   3,326,300 15,978 SH   DFND   3,326,300 0 0
CARLYLE GROUP INC COM 14316J108   16,678,148 552,989 SH   DFND   16,678,148 0 0
CHURCH & DWIGHT CO INC COM 171340102   3,056,044 33,352 SH   DFND   3,056,044 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   2,812,575 32,655 SH   DFND   2,812,575 0 0
CINCINNATI FINL CORP COM 172062101   3,212,111 31,402 SH   DFND   3,212,111 0 0
COLGATE PALMOLIVE CO COM 194162103   3,014,993 42,399 SH   DFND   3,014,993 0 0
CLOROX CO DEL COM 189054109   2,791,709 21,301 SH   DFND   2,791,709 0 0
COMCAST CORP NEW CL A 20030N101   9,302,044 209,789 SH   DFND   9,302,044 0 0
SALESFORCE INC COM 79466L302   12,812,249 63,183 SH   DFND   12,812,249 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   7,771,453 46,430 SH   DFND   7,771,453 0 0
CISCO SYS INC COM 17275R102   19,297,152 358,950 SH   DFND   19,297,152 0 0
CINTAS CORP COM 172908105   2,954,363 6,142 SH   DFND   2,954,363 0 0
CHEVRON CORP NEW COM 166764100   3,330,582 19,752 SH   DFND   3,330,582 0 0
DOVER CORP COM 260003108   2,911,574 20,870 SH   DFND   2,911,574 0 0
ECOLAB INC COM 278865100   2,893,183 17,079 SH   DFND   2,893,183 0 0
CONSOLIDATED EDISON INC COM 209115104   3,008,518 35,175 SH   DFND   3,008,518 0 0
ELEVANCE HEALTH INC COM 036752103   6,407,205 14,715 SH   DFND   6,407,205 0 0
EMERSON ELEC CO COM 291011104   3,269,570 33,857 SH   DFND   3,269,570 0 0
ESSEX PPTY TR INC COM 297178105   2,847,945 13,428 SH   DFND   2,847,945 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   1,463,020 104,278 SH   DFND   1,463,020 0 0
EXPEDITORS INTL WASH INC COM 302130109   3,002,045 26,189 SH   DFND   3,002,045 0 0
FREEPORT-MCMORAN INC CL B 35671D857   141,407,409 3,792,100 SH   DFND   141,407,409 0 0
FISERV INC COM 337738108   7,805,536 69,100 SH   DFND   7,805,536 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   70,945,964 277,849 SH   DFND   70,945,964 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   2,817,777 31,091 SH   DFND   2,817,777 0 0
GENERAL DYNAMICS CORP COM 369550108   3,252,457 14,719 SH   DFND   3,252,457 0 0
GENERAC HLDGS INC COM 368736104   708,785 6,505 SH   DFND   708,785 0 0
ALPHABET INC CAP STK CL A 02079K305   25,568,866 195,391 SH   DFND   25,568,866 0 0
GENUINE PARTS CO COM 372460105   3,007,147 20,828 SH   DFND   3,007,147 0 0
GRANITE CONSTR INC COM 387328107   29,326,879 771,354 SH   DFND   29,326,879 0 0
GRAINGER W W INC COM 384802104   2,886,356 4,172 SH   DFND   2,886,356 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   10,216,958 481,932 SH   DFND   10,216,958 0 0
HORMEL FOODS CORP COM 440452100   3,165,959 83,249 SH   DFND   3,165,959 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   3,262,256 23,252 SH   DFND   3,262,256 0 0
INTEL CORP COM 458140100   16,640,635 468,091 SH   DFND   16,640,635 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,829,589 12,286 SH   DFND   2,829,589 0 0
JOHNSON & JOHNSON COM 478160104   2,793,065 17,933 SH   DFND   2,793,065 0 0
JPMORGAN CHASE & CO COM 46625H100   24,662,101 170,060 SH   DFND   24,662,101 0 0
KRAFT HEINZ CO COM 500754106   975,560 29,000 SH   DFND   975,560 0 0
KIMBERLY-CLARK CORP COM 494368103   2,969,285 24,570 SH   DFND   2,969,285 0 0
COCA COLA CO COM 191216100   2,985,805 53,337 SH   DFND   2,985,805 0 0
KOSMOS ENERGY LTD COM 500688106   941,829 115,138 SH   DFND   941,829 0 0
LEAR CORP COM NEW 521865204   17,357,965 129,344 SH   DFND   17,357,965 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   35,207,064 202,200 SH   DFND   35,207,064 0 0
LINDE PLC SHS G54950103   3,087,154 8,291 SH   DFND   3,087,154 0 0
LOWES COS INC COM 548661107   2,901,239 13,959 SH   DFND   2,901,239 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   13,320,696 160,413 SH   DFND   13,320,696 0 0
MCDONALDS CORP COM 580135101   2,887,302 10,960 SH   DFND   2,887,302 0 0
MEDTRONIC PLC SHS G5960L103   10,872,450 138,750 SH   DFND   10,872,450 0 0
MCCORMICK & CO INC COM NON VTG 579780206   2,788,922 36,871 SH   DFND   2,788,922 0 0
3M CO COM 88579Y101   2,956,052 31,575 SH   DFND   2,956,052 0 0
MPLX LP COM UNIT REP LTD 55336V100   1,370,156 38,520 SH   DFND   1,370,156 0 0
MORGAN STANLEY COM NEW 617446448   22,007,615 269,470 SH   DFND   22,007,615 0 0
MICROSOFT CORP COM 594918104   28,868,075 91,427 SH   DFND   28,868,075 0 0
NORDSON CORP COM 655663102   2,867,735 12,850 SH   DFND   2,867,735 0 0
NEXTERA ENERGY INC COM 65339F101   141,816,984 2,475,423 SH   DFND   141,816,984 0 0
NN INC COM 629337106   1,674,000 900,000 SH   DFND   1,674,000 0 0
SERVICENOW INC COM 81762P102   12,482,695 22,332 SH   DFND   12,482,695 0 0
NUCOR CORP COM 670346105   2,948,448 18,858 SH   DFND   2,948,448 0 0
PEPSICO INC COM 713448108   2,913,351 17,194 SH   DFND   2,913,351 0 0
PROCTER AND GAMBLE CO COM 742718109   3,222,047 22,090 SH   DFND   3,222,047 0 0
PENTAIR PLC SHS G7S00T104   3,060,927 47,273 SH   DFND   3,060,927 0 0
PPG INDS INC COM 693506107   2,867,801 22,094 SH   DFND   2,867,801 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   1,942,499 112,936 SH   DFND   1,942,499 0 0
ROPER TECHNOLOGIES INC COM 776696106   3,153,631 6,512 SH   DFND   3,153,631 0 0
RTX CORPORATION COM 75513E101   14,768,748 205,207 SH   DFND   14,768,748 0 0
SHERWIN WILLIAMS CO COM 824348106   3,063,916 12,013 SH   DFND   3,063,916 0 0
SMUCKER J M CO COM NEW 832696405   2,710,780 22,055 SH   DFND   2,710,780 0 0
S&P GLOBAL INC COM 78409V104   2,793,194 7,644 SH   DFND   2,793,194 0 0
STEM INC COM 85859N102   1,769,734 417,390 SH   DFND   1,769,734 0 0
STANLEY BLACK & DECKER INC COM 854502101   2,729,890 32,662 SH   DFND   2,729,890 0 0
SYSCO CORP COM 871829107   2,864,258 43,365 SH   DFND   2,864,258 0 0
TALOS ENERGY INC COM 87484T108   1,295,571 78,806 SH   DFND   1,295,571 0 0
TARGET CORP COM 87612E106   2,670,266 24,150 SH   DFND   2,670,266 0 0
PRICE T ROWE GROUP INC COM 74144T108   2,813,662 26,830 SH   DFND   2,813,662 0 0
UNITEDHEALTH GROUP INC COM 91324P102   5,628,273 11,163 SH   DFND   5,628,273 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   2,422,560 98,000 SH   DFND   2,422,560 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   2,442,464 109,823 SH   DFND   2,442,464 0 0
WELLS FARGO CO NEW COM 949746101   13,441,469 328,964 SH   DFND   13,441,469 0 0
WALMART INC COM 931142103   3,269,129 20,441 SH   DFND   3,269,129 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   3,242,940 8,643 SH   DFND   3,242,940 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   64,328,045 150,482 SH   DFND   64,328,045 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   530,617 13,982 SH   DFND   530,617 0 0
ISHARES TR MSCI EAFE ETF 464287465   813,256 11,800 SH   DFND   813,256 0 0
ISHARES TR CORE S&P500 ETF 464287200   13,305,459 30,984 SH   DFND   13,305,459 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   225,352 629 SH   DFND   225,352 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   10,849,543 66,184 SH   DFND   10,849,543 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   6,390,906 39,700 SH   DFND   6,390,906 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   31,580,163 150,482 SH Call DFND   31,580,163 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   19,231,643 150,482 SH Put DFND   19,231,643 0 0
T-MOBILE US INC COM 872590104   121,954,051 3,490,824 SH Call DFND   121,954,051 0 0
FISKER INC CL A COM STK 33813J106   20,124 30,002 SH Call DFND   20,124 0 0
CENCORA INC COM 03073E105   10,147,640 1,621,097 SH Put DFND   10,147,640 0 0
LUMINAR TECHNOLOGIES INC COM CL A 550424105   44,790 155,000 SH Call DFND   44,790 0 0
LOCKHEED MARTIN CORP COM 539830109   1,502 233,817 SH Call DFND   1,502 0 0