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
ABBOTT LABS COM 002824100 BBG000B9ZXB4 1,575,086 11,874 SH   DFND 1,2,10 0 0 11,874
ABBVIE INC COM 00287Y109 BBG0025Y4RY4 901,984 4,305 SH   DFND 1,2,10 0 0 4,305
ACCENTURE PLC SHS CLASS A G1151C101 BBG000D9D830 1,544,063 4,949 SH   DFND 1,2,10 0 0 4,949
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG000BB5006 763,225 1,990 SH   DFND 1,2,10 0 0 1,990
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 379,897 2,873 SH   DFND 1,2,10 0 0 2,873
ALLEGION PLC ORD SHS G0176J109 BBG003PS7JV1 912,176 6,992 SH   DFND 1,2,10 0 0 6,992
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001KY3845 439,699 4,596 SH   DFND 1,2,10 0 0 4,596
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 4,424,425 28,611 SH   DFND 1,2,10 0 0 28,611
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB30 2,791,079 17,865 SH   DFND 1,2,10 0 0 17,865
AMAZON COM INC COM 023135106 BBG000BVPV84 4,609,810 24,229 SH   DFND 1,2,10 0 0 24,229
AMERICAN EXPRESS CO COM 025816109 BBG000BCQZS4 1,526,049 5,672 SH   DFND 1,2,10 0 0 5,672
AMERICAN INTL GROUP INC COM NEW 026874784 BBG000BBDZG3 577,282 6,640 SH   DFND 1,2,10 0 0 6,640
AMERICAN TOWER CORP NEW COM 03027X100 BBG000B9XYV2 320,960 1,475 SH   DFND 1,2,10 0 0 1,475
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG000TRJ294 731,109 4,956 SH   DFND 1,2,10 0 0 4,956
AMGEN INC COM 031162100 BBG000BBS2Y0 1,001,322 3,214 SH   DFND 1,2,10 0 0 3,214
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 BBG000RYC984 716,066 11,632 SH   DFND 1,2,10 0 0 11,632
ANSYS INC COM 03662Q105 BBG000GXZ4W7 664,776 2,100 SH   DFND 1,2,10 0 0 2,100
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4M0 508,068 28,226 SH   DFND 1,2,10 0 0 28,226
APPLE INC COM 037833100 BBG000B9XRY4 8,762,806 39,449 SH   DFND 1,2,10 0 0 39,449
ARCH CAP GROUP LTD ORD G0450A105 BBG000HXNN20 389,337 4,048 SH   DFND 1,2,10 0 0 4,048
ARGENX SE SPONSORED ADR 04016X101 BBG00GHB88X9 208,928 353 SH   DFND 1,2,10 0 0 353
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG000K6MRN4 5,753,324 8,759 SH   DFND 1,2,10 0 0 8,759
BANK OF AMERICA CORP COM 060505104 BBG000BCTLF6 1,444,860 34,624 SH   DFND 1,2,10 0 0 34,624
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHP8 315,561 4,238 SH   DFND 1,2,10 0 0 4,238
BERKLEY W R CORP COM 084423102 BBG000BD1HP2 650,189 9,137 SH   DFND 1,2,10 0 0 9,137
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG000DWG505 3,031,445 5,692 SH   DFND 1,2,10 0 0 5,692
BIOHAVEN LTD COM G1110E107 BBG017BXV3Q9 335,959 13,975 SH   DFND 1,2,10 0 0 13,975
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG000CZWZ05 247,203 3,497 SH   DFND 1,2,10 0 0 3,497
BLACKROCK INC COM 09290D101 BBG01PSW2WN4 818,705 865 SH   DFND 1,2,10 0 0 865
BLOCK INC CL A 852234103 BBG0018SLC07 694,337 12,780 SH   DFND 1,2,10 0 0 12,780
BOOKING HOLDINGS INC COM 09857L108 BBG000BLBVN4 1,110,265 241 SH   DFND 1,2,10 0 0 241
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLV23 277,809 4,555 SH   DFND 1,2,10 0 0 4,555
BROADCOM INC COM 11135F101 BBG00KHY5S69 2,078,686 12,415 SH   DFND 1,2,10 0 0 12,415
CACI INTL INC CL A 127190304 BBG000KQY8Y7 1,357,604 3,700 SH   DFND 1,2,10 0 0 3,700
CAE INC COM 124765108 BBG000KPFXB0 841,470 34,220 SH   DFND 1,2,10 0 0 34,220
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG000BCVMH9 737,734 10,497 SH   DFND 1,2,10 0 0 10,497
CF INDS HLDG INC COM 125269100 BBG000BWJFZ4 593,549 7,595 SH   DFND 1,2,10 0 0 7,595
CHEVRON CORP NEW COM 166764100 BBG000K4ND22 216,808 1,296 SH   DFND 1,2,10 0 0 1,296
CHEWY INC CL A 16679L109 BBG00P19DKZ6 351,856 10,823 SH   DFND 1,2,10 0 0 10,823
CHUBB LIMITED COM H1467J104 BBG000BR14K5 1,757,884 5,821 SH   DFND 1,2,10 0 0 5,821
CISCO SYS INC COM 17275R102 BBG000C3J3C9 417,653 6,768 SH   DFND 1,2,10 0 0 6,768
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 1,218,969 17,171 SH   DFND 1,2,10 0 0 17,171
COCA COLA CO COM 191216100 BBG000BMX289 235,845 3,293 SH   DFND 1,2,10 0 0 3,293
COLGATE PALMOLIVE CO COM 194162103 BBG000BFQYY3 765,662 8,171 SH   DFND 1,2,10 0 0 8,171
COOPER COS INC COM 216648501 BBG000BG3445 444,736 5,274 SH   DFND 1,2,10 0 0 5,274
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6H8W8 737,708 780 SH   DFND 1,2,10 0 0 780
COUSINS PPTYS INC COM NEW 222795502 BBG000CW9BM7 318,069 10,782 SH   DFND 1,2,10 0 0 10,782
CRH PLC ORD G25508105 BBG000D3JXM1 1,113,906 12,663 SH   DFND 1,2,10 0 0 12,663
CVS HEALTH CORP COM 126650100 BBG000BGRY34 672,351 9,924 SH   DFND 1,2,10 0 0 9,924
DANAHER CORPORATION COM 235851102 BBG000BH3JF8 681,215 3,323 SH   DFND 1,2,10 0 0 3,323
DEERE & CO COM 244199105 BBG000BH1NH9 2,242,554 4,778 SH   DFND 1,2,10 0 0 4,778
DISNEY WALT CO COM 254687106 BBG000BH4R78 1,384,441 14,027 SH   DFND 1,2,10 0 0 14,027
DNOW INC COM 67011P100 BBG005BLN209 513,152 30,044 SH   DFND 1,2,10 0 0 30,044
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCM78 720,458 21,694 SH   DFND 1,2,10 0 0 21,694
EATON CORP PLC SHS G29183103 BBG000BJ3PD2 627,655 2,309 SH   DFND 1,2,10 0 0 2,309
ECOLAB INC COM 278865100 BBG000BHKYH4 1,517,317 5,985 SH   DFND 1,2,10 0 0 5,985
EPAM SYS INC COM 29414B104 BBG000MHTV89 741,376 4,391 SH   DFND 1,2,10 0 0 4,391
EQUINIX INC COM 29444U700 BBG000MBDGM6 600,098 736 SH   DFND 1,2,10 0 0 736
ESAB CORPORATION COM 29605J106 BBG0028ZMP45 660,439 5,669 SH   DFND 1,2,10 0 0 5,669
EVEREST RE GROUP LTD COM G3223R108 BBG000C1XVK6 282,675 778 SH   DFND 1,2,10 0 0 778
EXPEDIA GROUP INC COM NEW 30212P303 BBG000QY3XZ2 1,231,332 7,325 SH   DFND 1,2,10 0 0 7,325
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 512,826 4,312 SH   DFND 1,2,10 0 0 4,312
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMRD768 327,510 2,044 SH   DFND 1,2,10 0 0 2,044
FIRST TR NASDQ CLN EDGE ETF 33737A108 BBG000PW59Q8 305,451 2,700 SH   DFND 1,2,10 0 0 2,700
FLOWSERVE CORP COM 34354P105 BBG000FFH4P5 397,025 8,155 SH   DFND 1,2,10 0 0 8,155
FLUTTER ENTMT PLC SHS G3643J108 BBG000P2GPN9 654,902 2,956 SH   DFND 1,2,10 0 0 2,956
GENERAC HLDGS INC COM 368736104 BBG000PQ4W72 337,902 2,668 SH   DFND 1,2,10 0 0 2,668
GENPACT LIMITED SHS G3922B107 BBG000RQBFV2 1,180,403 23,430 SH   DFND 1,2,10 0 0 23,430
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 318,558 2,843 SH   DFND 1,2,10 0 0 2,843
GLOBAL X FDS US INFR DEV ETF 37954Y673 BBG00G5CR8N0 2,078,508 55,089 SH   DFND 1,2,10 0 0 55,089
GLOBAL X FDS ARTIFICIAL ETF 37954Y632 BBG00KX8KG94 348,702 9,585 SH   DFND 1,2,10 0 0 9,585
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 BBG00DSB42G0 306,173 10,758 SH   DFND 1,2,10 0 0 10,758
HARTFORD FINL SVCS GROUP INC COM 416515104 BBG000G0Z878 292,621 2,365 SH   DFND 1,2,10 0 0 2,365
HEXCEL CORP NEW COM 428291108 BBG000BLMDQ9 267,229 4,880 SH   DFND 1,2,10 0 0 4,880
HOME DEPOT INC COM 437076102 BBG000BKZB36 3,004,777 8,199 SH   DFND 1,2,10 0 0 8,199
HUBBELL INC COM 443510607 BBG000BLK267 597,623 1,806 SH   DFND 1,2,10 0 0 1,806
ICON PLC SHS G4705A100 BBG000CTSZQ6 683,511 3,906 SH   DFND 1,2,10 0 0 3,906
INTERCONTINENTAL EXCHANGE INC COM 45866F104 BBG000C1FB75 921,148 5,340 SH   DFND 1,2,10 0 0 5,340
INTERNATIONAL BUSINESS MACHS CORP COM COM 459200101 BBG000BLNNH6 1,758,689 7,073 SH   DFND 1,2,10 0 0 7,073
INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 BBG006F9S893 339,384 14,001 SH   DFND 1,2,10 0 0 14,001
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001P2KBP1 1,565,832 20,956 SH   DFND 1,2,10 0 0 20,956
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 BBG000TWWFV4 1,999,696 178,226 SH   DFND 1,2,10 0 0 178,226
ISHARES TR ISHS 5-10YR INVT 464288638 BBG000QN1YR5 4,174,395 79,482 SH   DFND 1,2,10 0 0 79,482
ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKNY3 1,162,581 50,580 SH   DFND 1,2,10 0 0 50,580
ISHARES TR CORE S&P US GWT 464287671 BBG000C18HW2 5,017,118 39,480 SH   DFND 1,2,10 0 0 39,480
ISHARES TR USD INV GRDE ETF 464288620 BBG000QN2QQ2 1,769,871 34,649 SH   DFND 1,2,10 0 0 34,649
ISHARES TR US CONSUM DISCRE 464287580 BBG000BXY2M8 2,693,471 30,495 SH   DFND 1,2,10 0 0 30,495
ISHARES TR GLOB HLTHCRE ETF 464287325 BBG000L77VV0 2,651,731 29,076 SH   DFND 1,2,10 0 0 29,076
ISHARES TR CORE MSCI EURO 46434V738 BBG006MJ8993 1,656,050 27,532 SH   DFND 1,2,10 0 0 27,532
ISHARES TR PFD AND INCM SEC 464288687 BBG000G7K7Q0 709,863 23,100 SH   DFND 1,2,10 0 0 23,100
ISHARES TR ISHS 1-5YR INVS 464288646 BBG000QN2BW8 1,091,653 20,845 SH   DFND 1,2,10 0 0 20,845
ISHARES TR GLOBAL 100 ETF 464287572 BBG000DWS6F4 1,310,796 13,613 SH   DFND 1,2,10 0 0 13,613
ISHARES TR US TECH BRKTHR 46436E502 BBG00R9J1RC5 506,218 10,352 SH   DFND 1,2,10 0 0 10,352
ISHARES TR CORE S&P MCP ETF 464287507 BBG000BWC7P0 502,977 8,620 SH   DFND 1,2,10 0 0 8,620
ISHARES TR CORE S&P SCP ETF 464287804 BBG000BWCNN7 784,275 7,500 SH   DFND 1,2,10 0 0 7,500
ISHARES TR MSCI ACWI ETF 464288257 BBG000TH6VB3 494,076 4,245 SH   DFND 1,2,10 0 0 4,245
ISHARES TR MSCI EAFE ETF 464287465 BBG000D2KQ55 221,897 2,715 SH   DFND 1,2,10 0 0 2,715
ISHARES TR RUS 1000 ETF 464287622 BBG000CF7ZN2 732,802 2,389 SH   DFND 1,2,10 0 0 2,389
ISHARES TR ISHARES BIOTECH 464287556 BBG000FS8GY0 304,146 2,378 SH   DFND 1,2,10 0 0 2,378
ISHARES TR RUS 2000 GRW ETF 464287648 BBG000C17LW4 562,166 2,200 SH   DFND 1,2,10 0 0 2,200
ISHARES TR CORE S&P500 ETF 464287200 BBG000BVZ4F5 230,941 411 SH   DFND 1,2,10 0 0 411
ITT INC COM 45073V108 BBG00CVQZQ96 839,023 6,496 SH   DFND 1,2,10 0 0 6,496
JANUS DETROIT STR TR HENDERSON MTG 47103U852 BBG00LYBQRR4 748,105 16,551 SH   DFND 1,2,10 0 0 16,551
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 BBG00XX897J8 563,692 11,116 SH   DFND 1,2,10 0 0 11,116
JD.COM INC SPON ADR CL A 47215P106 BBG005YHY0Q7 471,811 11,474 SH   DFND 1,2,10 0 0 11,474
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 821,406 4,953 SH   DFND 1,2,10 0 0 4,953
JPMORGAN CHASE & CO COM 46625H100 BBG000DMBXR2 4,616,546 18,820 SH   DFND 1,2,10 0 0 18,820
KENVUE INC COM 49177J102 BBG01C79X561 256,106 10,680 SH   DFND 1,2,10 0 0 10,680
KIMBERLY-CLARK CORP COM 494368103 BBG000BMW2Z0 455,815 3,205 SH   DFND 1,2,10 0 0 3,205
KLA CORP COM NEW 482480100 BBG000BMTFR4 1,088,260 1,601 SH   DFND 1,2,10 0 0 1,601
KRANESHARES TRUST CSI CHI INTERNET 500767306 BBG004XB9HY6 338,941 9,709 SH   DFND 1,2,10 0 0 9,709
LAM RESEARCH CORP COM 512807306 BBG000BNFLM9 468,479 6,444 SH   DFND 1,2,10 0 0 6,444
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBCG3 603,607 6,706 SH   DFND 1,2,10 0 0 6,706
LINDE PLC SHS G54950103 BBG01FND0CC1 231,379 497 SH   DFND 1,2,10 0 0 497
LKQ CORP COM 501889208 BBG000PXDL44 377,117 8,865 SH   DFND 1,2,10 0 0 8,865
LOWES COS INC COM 548661107 BBG000BNDN65 777,122 3,332 SH   DFND 1,2,10 0 0 3,332
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 1,986,494 3,624 SH   DFND 1,2,10 0 0 3,624
MAYVILLE ENGR CO INC COM 578605107 BBG0018XDT80 172,737 12,862 SH   DFND 1,2,10 0 0 12,862
MCDONALDS CORP COM 580135101 BBG000BNSZP1 280,821 899 SH   DFND 1,2,10 0 0 899
MCKESSON CORP COM 58155Q103 BBG000DYGNW7 2,226,251 3,308 SH   DFND 1,2,10 0 0 3,308
MEDTRONIC PLC SHS G5960L103 BBG000BNWG87 888,985 9,893 SH   DFND 1,2,10 0 0 9,893
MERCK & CO INC COM 58933Y105 BBG000BPD168 1,108,542 12,350 SH   DFND 1,2,10 0 0 12,350
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 3,116,383 5,407 SH   DFND 1,2,10 0 0 5,407
METLIFE INC COM 59156R108 BBG000BB6KF5 450,668 5,613 SH   DFND 1,2,10 0 0 5,613
MICROSOFT CORP COM 594918104 BBG000BPH459 10,760,189 28,664 SH   DFND 1,2,10 0 0 28,664
MONGODB INC CL A 60937P106 BBG0022FDRY8 430,958 2,457 SH   DFND 1,2,10 0 0 2,457
MORGAN STANLEY COM NEW 617446448 BBG000BLZRJ2 723,004 6,197 SH   DFND 1,2,10 0 0 6,197
MOTOROLA SOLUTIONS INC COM 620076307 BBG000BP8Z50 1,158,737 2,647 SH   DFND 1,2,10 0 0 2,647
NATERA INC COM 632307104 BBG001J1BQ86 1,005,849 7,113 SH   DFND 1,2,10 0 0 7,113
NETFLIX INC COM 64110L106 BBG000CL9VN6 1,521,889 1,632 SH   DFND 1,2,10 0 0 1,632
NOVANTA INC COM 67000B104 BBG000JB24Q5 653,671 5,112 SH   DFND 1,2,10 0 0 5,112
NOVO-NORDISK A S ADR 670100205 BBG000BQBKR3 523,532 7,558 SH   DFND 1,2,10 0 0 7,558
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7999 375,484 7,163 SH   DFND 1,2,10 0 0 7,163
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 1,253,090 11,562 SH   DFND 1,2,10 0 0 11,562
NVR INC COM 62944T105 BBG000BQBYR3 521,596 72 SH   DFND 1,2,10 0 0 72
ORACLE CORP COM 68389X105 BBG000BQLTW7 1,175,802 8,410 SH   DFND 1,2,10 0 0 8,410
PAYPAL HOLDINGS INC COM 70450Y103 BBG0077VNXV6 340,018 5,211 SH   DFND 1,2,10 0 0 5,211
POST HOLDINGS INC COM 737446104 BBG001WTBC36 502,675 4,320 SH   DFND 1,2,10 0 0 4,320
PROCEPT BIOROBOTICS CORP COM 74276L105 BBG009KD84H4 6,900,081 118,436 SH   DFND 1,2,10 0 0 118,436
PROCTER AND GAMBLE CO COM 742718109 BBG000BR2TH3 1,083,190 6,356 SH   DFND 1,2,10 0 0 6,356
PROLOGIS INC. COM 74340W103 BBG000B9Z0J8 635,973 5,689 SH   DFND 1,2,10 0 0 5,689
QUANTA SVCS INC COM 74762E102 BBG000BBL8V7 676,373 2,661 SH   DFND 1,2,10 0 0 2,661
REGAL REXNORD CORPORATION COM 758750103 BBG000BRXTR8 434,452 3,816 SH   DFND 1,2,10 0 0 3,816
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG000Q3JN03 500,594 23,037 SH   DFND 1,2,10 0 0 23,037
REPUBLIC SVCS INC COM 760759100 BBG000BPXVJ6 618,234 2,553 SH   DFND 1,2,10 0 0 2,553
ROCKWELL AUTOMATION INC COM 773903109 BBG000BBCDZ2 772,350 2,989 SH   DFND 1,2,10 0 0 2,989
RPM INTL INC COM 749685103 BBG000DCNK80 983,974 8,506 SH   DFND 1,2,10 0 0 8,506
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 1,426,534 2,808 SH   DFND 1,2,10 0 0 2,808
SALESFORCE INC COM 79466L302 BBG000BN2DC2 3,143,490 11,714 SH   DFND 1,2,10 0 0 11,714
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWKW5 757,297 27,085 SH   DFND 1,2,10 0 0 27,085
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQF0 1,010,820 11,899 SH   DFND 1,2,10 0 0 11,899
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9F38 2,869,484 29,751 SH   DFND 1,2,10 0 0 29,751
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG000BJ29X7 712,283 14,300 SH   DFND 1,2,10 0 0 14,300
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG000BJ7G75 263,990 3,348 SH   DFND 1,2,10 0 0 3,348
SERVICENOW INC COM 81762P102 BBG000M1R011 539,783 678 SH   DFND 1,2,10 0 0 678
SIMPSON MFG INC COM 829073105 BBG000JLC8L8 946,564 6,026 SH   DFND 1,2,10 0 0 6,026
SITEONE LANDSCAPE SUPPLY INC COM COM 82982L103 BBG009T22D49 705,081 5,806 SH   DFND 1,2,10 0 0 5,806
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 612,532 1,095 SH   DFND 1,2,10 0 0 1,095
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG000BBNQB7 2,131,253 3,995 SH   DFND 1,2,10 0 0 3,995
SPDR SER TR PORTFOLIO CRPORT 78464A144 BBG001M534W4 1,764,850 60,794 SH   DFND 1,2,10 0 0 60,794
SPDR SER TR PORTFOLIO SH TSR 78468R101 BBG0029J2JP3 969,979 33,173 SH   DFND 1,2,10 0 0 33,173
SPDR SER TR DJ REIT ETF 78464A607 BBG000HSF0L9 446,040 4,500 SH   DFND 1,2,10 0 0 4,500
SPDR SER TR PORTFOLIO INTRMD 78464A375 BBG000F8Y230 4,169,260 125,429 SH   DFND 1,2,10 0 0 125,429
SPDR SER TR PORTFLI TIPS ETF 78464A656 BBG000RFRRV3 209,827 7,954 SH   DFND 1,2,10 0 0 7,954
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG000RFQSH8 499,286 5,443 SH   DFND 1,2,10 0 0 5,443
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFC2 2,583,491 4,697 SH   DFND 1,2,10 0 0 4,697
STRYKER CORPORATION COM 863667101 BBG000DN7P92 335,770 902 SH   DFND 1,2,10 0 0 902
SYNOPSYS INC COM 871607107 BBG000BSFRF3 445,575 1,039 SH   DFND 1,2,10 0 0 1,039
SYSCO CORP COM 871829107 BBG000BTVJ25 208,536 2,779 SH   DFND 1,2,10 0 0 2,779
T MOBILE US INC COM 872590104 BBG000NDV1D4 873,475 3,275 SH   DFND 1,2,10 0 0 3,275
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 2,938,532 17,702 SH   DFND 1,2,10 0 0 17,702
TAPESTRY INC COM 876030107 BBG000BY29C7 1,721,805 24,454 SH   DFND 1,2,10 0 0 24,454
TCW STRATEGIC INCOME FD INC COM 872340104 BBG000BGSBF0 216,839 44,617 SH   DFND 1,2,10 0 0 44,617
TE CONNECTIVITY PLC ORD SHS G87052109 BBG01Q08MMR1 961,824 6,806 SH   DFND 1,2,10 0 0 6,806
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG000BMT9T6 400,159 804 SH   DFND 1,2,10 0 0 804
TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 642,248 3,574 SH   DFND 1,2,10 0 0 3,574
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 2,596,665 5,218 SH   DFND 1,2,10 0 0 5,218
T-MOBILE US INC COM 872590104 BBG000NDV1D4 3,588,850 13,456 SH   DFND 1,2,10 0 0 13,456
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 610,499 1,812 SH   DFND 1,2,10 0 0 1,812
TRAVELERS COMPANIES INC COM 89417E109 BBG000BJ81C1 833,049 3,150 SH   DFND 1,2,10 0 0 3,150
TREX CO INC COM 89531P105 BBG000BTGKK9 572,343 9,851 SH   DFND 1,2,10 0 0 9,851
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 536,760 7,367 SH   DFND 1,2,10 0 0 7,367
UBS GROUP AG SHS H42097107 BBG007DJM539 1,293,327 42,569 SH   DFND 1,2,10 0 0 42,569
UNION PACIFIC CORP COM 907818108 BBG000BW3299 401,608 1,700 SH   DFND 1,2,10 0 0 1,700
UNITED RENTALS INC COM 911363109 BBG000BXMFC3 960,104 1,532 SH   DFND 1,2,10 0 0 1,532
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 1,470,166 2,807 SH   DFND 1,2,10 0 0 2,807
US FOODS HLDG CORP COM 912008109 BBG00C6H6D40 314,732 4,808 SH   DFND 1,2,10 0 0 4,808
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 BBG000PTYMS2 317,117 5,544 SH   DFND 1,2,10 0 0 5,544
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG000Q1ZB87 976,114 3,990 SH   DFND 1,2,10 0 0 3,990
VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG000HT5K89 945,648 3,756 SH   DFND 1,2,10 0 0 3,756
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG000Q89NG6 271,620 3,000 SH   DFND 1,2,10 0 0 3,000
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG000PWYVH7 4,195,678 51,317 SH   DFND 1,2,10 0 0 51,317
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 BBG000PWZHX9 613,049 8,076 SH   DFND 1,2,10 0 0 8,076
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG000PX1043 774,488 16,724 SH   DFND 1,2,10 0 0 16,724
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG000PWXXY5 1,089,056 13,796 SH   DFND 1,2,10 0 0 13,796
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 BBG000HSSXW1 2,867,997 24,006 SH   DFND 1,2,10 0 0 24,006
VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG000HSZQ76 5,722,651 10,551 SH   DFND 1,2,10 0 0 10,551
VANGUARD WORLD FDS CONSUM STP ETF 92204A207 BBG000HWRGK3 819,919 3,747 SH   DFND 1,2,10 0 0 3,747
VISA INC COM CL A 92826C839 BBG000PSKYX7 1,097,991 3,133 SH   DFND 1,2,10 0 0 3,133
VULCAN MATLS CO COM 929160109 BBG000BWGYF8 497,097 2,135 SH   DFND 1,2,10 0 0 2,135
WABTEC COM 929740108 BBG000BDD940 1,460,249 8,052 SH   DFND 1,2,10 0 0 8,052
WALMART INC COM 931142103 BBG000BWXBC2 1,435,367 16,350 SH   DFND 1,2,10 0 0 16,350
WESTERN ASSET INVESTMENT GRA COM 95766T100 BBG000BQR5D4 195,911 15,246 SH   DFND 1,2,10 0 0 15,246
WHEATON PRECIOUS METAL CORP COM 962879102 BBG000PVRDL2 642,699 8,279 SH   DFND 1,2,10 0 0 8,279
WILLIAMS COS INC COM 969457100 BBG000BWVCP8 1,679,973 28,112 SH   DFND 1,2,10 0 0 28,112
WILLIAMS SONOMA INC COM 969904101 BBG000FSMWC3 1,100,534 6,961 SH   DFND 1,2,10 0 0 6,961
WORKIVA INC COM CL A 98139A105 BBG007BVZ8H9 390,405 5,143 SH   DFND 1,2,10 0 0 5,143
ZOETIS INC CL A 98978V103 BBG0039320N9 1,139,676 6,922 SH   DFND 1,2,10 0 0 6,922