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   34,566,620 206,800 SH   DFND   34,566,620 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   231,417,441 2,579,617 SH   DFND   231,417,441 0 0
BENTLEY SYS INC COM CL B 08265T208   22,124,778 423,684 SH   DFND   22,124,778 0 0
BRIDGEBIO PHARMA INC COM 10806X102   2,297,634 74,309 SH   DFND   2,297,634 0 0
ENPHASE ENERGY INC COM 29355A107   4,176,472 34,522 SH   DFND   4,176,472 0 0
AIRBNB INC COM CL A 009066101   12,147,489 73,639 SH   DFND   12,147,489 0 0
RAPID7 INC COM 753422104   8,167,073 166,539 SH   DFND   8,167,073 0 0
EVENTBRITE INC COM CL A 29975E109   360,480 65,781 SH   DFND   360,480 0 0
IMAX CORP COM 45245E109   3,452,699 213,525 SH   DFND   3,452,699 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   13,702,992 51,686 SH   DFND   13,702,992 0 0
SNAP INC CL A 83304A106   622,813 54,252 SH   DFND   622,813 0 0
VERINT SYS INC COM 92343X100   2,186,508 65,958 SH   DFND   2,186,508 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   10,574,027 852,057 SH   DFND   10,574,027 0 0
PROGRESS SOFTWARE CORP COM 743312100   27,683,137 519,286 SH   DFND   27,683,137 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   72,676 10,548 SH   DFND   72,676 0 0
CLOUDFLARE INC CL A COM 18915M107   14,531,084 150,068 SH   DFND   14,531,084 0 0
SOFI TECHNOLOGIES INC COM 83406F102   4,416,442 604,992 SH   DFND   4,416,442 0 0
UPWORK INC COM 91688F104   741,031 60,443 SH   DFND   741,031 0 0
LUMINAR TECHNOLOGIES INC COM CL A 550424105   210,199 106,700 SH   DFND   210,199 0 0
INTERNATIONAL PAPER CO COM 460146103   70,579,376 1,808,800 SH   DFND   70,579,376 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106   720,908 487,100 SH   DFND   720,908 0 0
T-MOBILE US INC COM 872590104   32,644,000 200,000 SH   DFND   32,644,000 0 0
EXXON MOBIL CORP COM 30231G102   11,665,846 100,360 SH   DFND   11,665,846 0 0
FEDEX CORP COM 31428X106   388,660,133 1,341,410 SH   DFND   388,660,133 0 0
BALL CORP COM 058498106   58,607,242 870,060 SH   DFND   58,607,242 0 0
ORMAT TECHNOLOGIES INC COM 686688102   8,816,376 133,198 SH   DFND   8,816,376 0 0
QUALCOMM INC COM 747525103   1,469,693 8,681 SH   DFND   1,469,693 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   18,575,952 456,636 SH   DFND   18,575,952 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   3,495,002 197,905 SH   DFND   3,495,002 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   852,101 139,005 SH   DFND   852,101 0 0
WORKDAY INC CL A 98138H101   9,180,492 33,659 SH   DFND   9,180,492 0 0
SAREPTA THERAPEUTICS INC COM 803607100   37,646,968 290,800 SH   DFND   37,646,968 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   12,561,000 300,000 SH   DFND   12,561,000 0 0
UNITI GROUP INC COM 91325V108   8,046,196 1,363,762 SH   DFND   8,046,196 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   44,461,895 477,828 SH   DFND   44,461,895 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   3,151,500 75,000 SH   DFND   3,151,500 0 0
HUMANA INC COM 444859102   6,009,004 17,331 SH   DFND   6,009,004 0 0
REALTY INCOME CORP COM 756109104   9,872,060 182,478 SH   DFND   9,872,060 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   278,041,476 3,748,200 SH   DFND   278,041,476 0 0
GLOBAL PMTS INC COM 37940X102   11,853,236 88,682 SH   DFND   11,853,236 0 0
PAYPAL HLDGS INC COM 70450Y103   2,416,999 36,080 SH   DFND   2,416,999 0 0
ALLSTATE CORP COM 020002101   106,353,226 614,723 SH   DFND   106,353,226 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   10,816,239 43,310 SH   DFND   10,816,239 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   11,930,600 220,000 SH   DFND   11,930,600 0 0
CATERPILLAR INC COM 149123101   12,648,797 34,519 SH   DFND   12,648,797 0 0
MARRIOTT INTL INC NEW CL A 571903202   761,976 3,020 SH   DFND   761,976 0 0
APPLE INC COM 037833100   514,440 3,000 SH   DFND   514,440 0 0
ABBVIE INC COM 00287Y109   11,416,760 62,695 SH   DFND   11,416,760 0 0
ABBOTT LABS COM 002824100   10,490,704 92,299 SH   DFND   10,490,704 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   11,520,736 183,422 SH   DFND   11,520,736 0 0
AERCAP HOLDINGS NV SHS N00985106   11,884,943 136,750 SH   DFND   11,884,943 0 0
AFLAC INC COM 001055102   10,083,828 117,445 SH   DFND   10,083,828 0 0
ALBEMARLE CORP COM 012653101   11,153,372 84,662 SH   DFND   11,153,372 0 0
AMCOR PLC ORD G0250X107   10,284,666 1,081,458 SH   DFND   10,284,666 0 0
SMITH A O CORP COM 831865209   11,361,867 127,005 SH   DFND   11,361,867 0 0
AIR PRODS & CHEMS INC COM 009158106   9,488,262 39,164 SH   DFND   9,488,262 0 0
ATMOS ENERGY CORP COM 049560105   10,785,907 90,737 SH   DFND   10,785,907 0 0
BEST BUY INC COM 086516101   1,286,805 15,687 SH   DFND   1,286,805 0 0
BECTON DICKINSON & CO COM 075887109   10,691,325 43,206 SH   DFND   10,691,325 0 0
BLOOM ENERGY CORP COM CL A 093712107   4,826,467 429,401 SH   DFND   4,826,467 0 0
FRANKLIN RESOURCES INC COM 354613101   10,528,825 374,558 SH   DFND   10,528,825 0 0
BROWN FORMAN CORP CL B 115637209   9,737,958 188,647 SH   DFND   9,737,958 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   11,304,612 303,561 SH   DFND   11,304,612 0 0
BAUSCH HEALTH COS INC COM 071734107   74,270,000 7,000,000 SH   DFND   74,270,000 0 0
BROWN & BROWN INC COM 115236101   11,221,052 128,182 SH   DFND   11,221,052 0 0
BOSTON SCIENTIFIC CORP COM 101137107   31,368,420 458,000 SH   DFND   31,368,420 0 0
CARDINAL HEALTH INC COM 14149Y108   10,707,711 95,690 SH   DFND   10,707,711 0 0
CHUBB LIMITED COM H1467J104   10,737,570 41,437 SH   DFND   10,737,570 0 0
CHURCH & DWIGHT CO INC COM 171340102   11,182,658 107,206 SH   DFND   11,182,658 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   8,940,816 117,426 SH   DFND   8,940,816 0 0
CINCINNATI FINL CORP COM 172062101   11,045,791 88,957 SH   DFND   11,045,791 0 0
COLGATE PALMOLIVE CO COM 194162103   11,424,373 126,867 SH   DFND   11,424,373 0 0
CLOROX CO DEL COM 189054109   11,032,035 72,053 SH   DFND   11,032,035 0 0
CISCO SYS INC COM 17275R102   32,482,326 650,818 SH   DFND   32,482,326 0 0
CINTAS CORP COM 172908105   11,696,686 17,025 SH   DFND   11,696,686 0 0
CHEVRON CORP NEW COM 166764100   10,935,326 69,325 SH   DFND   10,935,326 0 0
DOVER CORP COM 260003108   12,291,493 69,369 SH   DFND   12,291,493 0 0
ECOLAB INC COM 278865100   11,922,291 51,634 SH   DFND   11,922,291 0 0
CONSOLIDATED EDISON INC COM 209115104   10,322,827 113,675 SH   DFND   10,322,827 0 0
EMERSON ELEC CO COM 291011104   12,008,569 105,877 SH   DFND   12,008,569 0 0
ESSEX PPTY TR INC COM 297178105   10,723,168 43,802 SH   DFND   10,723,168 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   483,871 30,761 SH   DFND   483,871 0 0
EXPEDITORS INTL WASH INC COM 302130109   9,654,603 79,416 SH   DFND   9,654,603 0 0
FREEPORT-MCMORAN INC CL B 35671D857   171,244,912 3,641,959 SH   DFND   171,244,912 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   21,662,613 212,129 SH   DFND   21,662,613 0 0
GENERAL DYNAMICS CORP COM 369550108   10,891,402 38,555 SH   DFND   10,891,402 0 0
GENUINE PARTS CO COM 372460105   11,597,905 74,859 SH   DFND   11,597,905 0 0
GRANITE CONSTR INC COM 387328107   35,882,210 628,080 SH   DFND   35,882,210 0 0
GRAINGER W W INC COM 384802104   11,986,846 11,783 SH   DFND   11,986,846 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   20,528,315 722,828 SH   DFND   20,528,315 0 0
HORMEL FOODS CORP COM 440452100   11,497,651 329,540 SH   DFND   11,497,651 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   11,389,045 59,641 SH   DFND   11,389,045 0 0
INTEL CORP COM 458140100   249,340 5,645 SH   DFND   249,340 0 0
ILLINOIS TOOL WKS INC COM 452308109   10,812,089 40,294 SH   DFND   10,812,089 0 0
JOHNSON & JOHNSON COM 478160104   9,969,292 63,021 SH   DFND   9,969,292 0 0
KIMBERLY-CLARK CORP COM 494368103   10,709,792 82,797 SH   DFND   10,709,792 0 0
COCA COLA CO COM 191216100   10,379,860 169,661 SH   DFND   10,379,860 0 0
KOSMOS ENERGY LTD COM 500688106   1,097,462 184,138 SH   DFND   1,097,462 0 0
KENVUE INC COM 49177J102   10,382,412 483,803 SH   DFND   10,382,412 0 0
LEAR CORP COM NEW 521865204   2,512,799 17,344 SH   DFND   2,512,799 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   143,792,848 674,767 SH   DFND   143,792,848 0 0
LINDE PLC SHS G54950103   12,112,716 26,087 SH   DFND   12,112,716 0 0
LOWES COS INC COM 548661107   12,424,710 48,776 SH   DFND   12,424,710 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   13,901,245 131,429 SH   DFND   13,901,245 0 0
MCDONALDS CORP COM 580135101   9,608,010 34,077 SH   DFND   9,608,010 0 0
MEDTRONIC PLC SHS G5960L103   20,584,569 236,197 SH   DFND   20,584,569 0 0
MCCORMICK & CO INC COM NON VTG 579780206   12,169,623 158,438 SH   DFND   12,169,623 0 0
3M CO COM 88579Y101   11,672,049 110,041 SH   DFND   11,672,049 0 0
MPLX LP COM UNIT REP LTD 55336V100   287,595 6,920 SH   DFND   287,595 0 0
NORDSON CORP COM 655663102   10,898,689 39,698 SH   DFND   10,898,689 0 0
NEXTERA ENERGY INC COM 65339F101   135,152,075 2,114,725 SH   DFND   135,152,075 0 0
NN INC COM 629337106   4,266,000 900,000 SH   DFND   4,266,000 0 0
NUCOR CORP COM 670346105   11,539,351 58,309 SH   DFND   11,539,351 0 0
PEPSICO INC COM 713448108   10,584,430 60,479 SH   DFND   10,584,430 0 0
PROCTER AND GAMBLE CO COM 742718109   11,012,881 67,876 SH   DFND   11,012,881 0 0
PENTAIR PLC SHS G7S00T104   12,434,938 145,540 SH   DFND   12,434,938 0 0
PPG INDS INC COM 693506107   10,629,574 73,358 SH   DFND   10,629,574 0 0
ROPER TECHNOLOGIES INC COM 776696106   10,239,256 18,257 SH   DFND   10,239,256 0 0
SHERWIN WILLIAMS CO COM 824348106   11,563,310 33,292 SH   DFND   11,563,310 0 0
SMUCKER J M CO COM NEW 832696405   9,797,217 77,836 SH   DFND   9,797,217 0 0
S&P GLOBAL INC COM 78409V104   9,848,317 23,148 SH   DFND   9,848,317 0 0
STEM INC COM 85859N102   765,164 349,390 SH   DFND   765,164 0 0
STANLEY BLACK & DECKER INC COM 854502101   10,614,143 108,385 SH   DFND   10,614,143 0 0
SYSCO CORP COM 871829107   11,355,053 139,875 SH   DFND   11,355,053 0 0
TARGET CORP COM 87612E106   39,328,038 221,929 SH   DFND   39,328,038 0 0
PRICE T ROWE GROUP INC COM 74144T108   11,056,681 90,688 SH   DFND   11,056,681 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   23,122,441 1,019,508 SH   DFND   23,122,441 0 0
WALMART INC COM 931142103   11,890,675 197,618 SH   DFND   11,890,675 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   11,724,096 29,628 SH   DFND   11,724,096 0 0
AMERICAN ELEC PWR CO INC COM 025537101   22,509,984 261,440 SH   DFND   22,509,984 0 0
CROWN CASTLE INC COM 22822V101   52,915,000 500,000 SH   DFND   52,915,000 0 0
CAMPBELL SOUP CO COM 134429109   1,982,292 44,596 SH   DFND   1,982,292 0 0
EBAY INC. COM 278642103   3,358,233 63,627 SH   DFND   3,358,233 0 0
LAUDER ESTEE COS INC CL A 518439104   1,204,836 7,816 SH   DFND   1,204,836 0 0
PURE STORAGE INC CL A 74624M102   303,882 5,845 SH   DFND   303,882 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   5,603,257 511,713 SH   DFND   5,603,257 0 0
AT&T INC COM 00206R102   6,320,987 359,147 SH   DFND   6,320,987 0 0
WESTERN DIGITAL CORP. COM 958102105   37,590,618 550,859 SH   DFND   37,590,618 0 0
BAXTER INTL INC COM 071813109   3,859,678 90,306 SH   DFND   3,859,678 0 0
THE CIGNA GROUP COM 125523100   4,388,788 12,084 SH   DFND   4,388,788 0 0
CORPAY INC COM SHS 219948106   14,518,350 47,055 SH   DFND   14,518,350 0 0
CROCS INC COM 227046109   567,722 3,948 SH   DFND   567,722 0 0
DANAHER CORPORATION COM 235851102   2,984,903 11,953 SH   DFND   2,984,903 0 0
DOLLAR TREE INC COM 256746108   99,862,500 750,000 SH   DFND   99,862,500 0 0
EXELON CORP COM 30161N101   2,621,259 69,770 SH   DFND   2,621,259 0 0
FASTENAL CO COM 311900104   11,865,829 153,822 SH   DFND   11,865,829 0 0
HARLEY DAVIDSON INC COM 412822108   275,562 6,300 SH   DFND   275,562 0 0
ILLUMINA INC COM 452327109   41,196,000 300,000 SH   DFND   41,196,000 0 0
GARTNER INC COM 366651107   10,486,740 22,000 SH   DFND   10,486,740 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   13,682,150 62,630 SH   DFND   13,682,150 0 0
NETGEAR INC COM 64111Q104   1,054,761 66,884 SH   DFND   1,054,761 0 0
NVIDIA CORPORATION COM 67066G104   17,681,766 19,569 SH   DFND   17,681,766 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   5,992,426 27,324 SH   DFND   5,992,426 0 0
ORACLE CORP COM 68389X105   147,285,890 1,172,565 SH   DFND   147,285,890 0 0
PFIZER INC COM 717081103   3,744,779 134,947 SH   DFND   3,744,779 0 0
PULTE GROUP INC COM 745867101   2,198,903 18,230 SH   DFND   2,198,903 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   753,200 11,200 SH   DFND   753,200 0 0
UNITED PARCEL SERVICE INC CL B 911312106   395,356 2,660 SH   DFND   395,356 0 0
XEROX HOLDINGS CORP COM NEW 98421M106   1,655,786 92,502 SH   DFND   1,655,786 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   73,386,198 140,299 SH   DFND   73,386,198 0 0
ISHARES TR MSCI EAFE ETF 464287465   2,576,284 32,260 SH   DFND   2,576,284 0 0
ISHARES TR CORE S&P500 ETF 464287200   54,181,734 103,060 SH   DFND   54,181,734 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   727,260 23,000 SH   DFND   727,260 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   710,360 8,699 SH   DFND   710,360 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   4,613,595 60,419 SH   DFND   4,613,595 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   3,489,298 53,150 SH   DFND   3,489,298 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,652,910 34,200 SH   DFND   4,652,910 0 0
SONY GROUP CORP SPONSORED ADR 835699307   8,896,897 103,766 SH   DFND   8,896,897 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   203,022,572 140,299 SH Call DFND   203,022,572 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,255,600 140,299 SH Put DFND   3,255,600 0 0
T-MOBILE US INC COM 872590104   179,860,403 3,517,203 SH Call DFND   179,860,403 0 0
CENCORA INC COM 03073E105   673,338 2,065,819 SH Put DFND   673,338 0 0
APPLE INC COM 037833100   17,469 2,065,819 SH Call DFND   17,469 0 0