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   135,216,617 1,252,235 SH   DFND   1,252,235 0 0
ABBVIE INC COM 00287Y109   120,012,187 866,487 SH   DFND   866,487 0 0
ADVANCED ENERGY INDS COM 007973100   7,145,060 64,110 SH   DFND   64,110 0 0
ALLSTATE CORP COM 020002101   36,754,985 337,078 SH   DFND   337,078 0 0
ALPHABET INC CAP STK CL C 02079K107   122,150,667 1,009,760 SH   DFND   1,009,760 0 0
ALTAIR ENGR INC COM CL A 021369103   7,165,136 94,477 SH   DFND   94,477 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   39,191,242 681,113 SH   DFND   681,113 0 0
AMERICAN TOWER CORP NEW COM 03027X100   155,540 802 SH   DFND   802 0 0
AMN HEALTHCARE SVCS INC COM 001744101   5,431,121 49,772 SH   DFND   49,772 0 0
ANSYS INC COM 03662Q105   159,190 482 SH   DFND   482 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   9,967,345 68,821 SH   DFND   68,821 0 0
ARKO CORP COM 041242108   4,225,155 531,466 SH   DFND   531,466 0 0
ATKORE INC COM 047649108   10,042,536 64,400 SH   DFND   64,400 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107   3,362,912 129,592 SH   DFND   129,592 0 0
AVERY DENNISON CORP COM 053611109   86,391,004 502,858 SH   DFND   502,858 0 0
AVIENT CORPORATION COM 05368V106   6,978,644 170,627 SH   DFND   170,627 0 0
BANK AMERICA CORP COM 060505104   49,568,717 1,727,735 SH   DFND   1,727,735 0 0
BOSTON SCIENTIFIC CORP COM 101137107   87,378,392 1,615,426 SH   DFND   1,615,426 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   59,248,972 926,489 SH   DFND   926,489 0 0
CABLE ONE INC COM 12685J105   27,597 42 SH   DFND   42 0 0
CACI INTL INC CL A 127190304   2,853,172 8,371 SH   DFND   8,371 0 0
CADENCE BANK COM 12740C103   2,685,770 136,750 SH   DFND   136,750 0 0
CASELLA WASTE SYS INC CL A 147448104   71,727 793 SH   DFND   793 0 0
CENTENE CORP DEL COM 15135B101   82,943,332 1,229,701 SH   DFND   1,229,701 0 0
CHEVRON CORP NEW COM 166764100   98,603,692 626,652 SH   DFND   626,652 0 0
CHOICE HOTELS INTL INC COM 169905106   124,454 1,059 SH   DFND   1,059 0 0
CHUBB LIMITED COM H1467J104   90,152,163 468,177 SH   DFND   468,177 0 0
CITIGROUP INC COM NEW 172967424   31,398,589 681,985 SH   DFND   681,985 0 0
CME GROUP INC COM 12572Q105   142,488 769 SH   DFND   769 0 0
COLUMBIA BKG SYS INC COM 197236102   1,766,692 87,115 SH   DFND   87,115 0 0
COMFORT SYS USA INC COM 199908104   9,143,970 55,688 SH   DFND   55,688 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106   2,631,628 79,698 SH   DFND   79,698 0 0
CONOCOPHILLIPS COM 20825C104   93,555,375 902,957 SH   DFND   902,957 0 0
CORNING INC COM 219350105   27,039,317 771,670 SH   DFND   771,670 0 0
CROWN CASTLE INC COM 22822V101   135,361 1,188 SH   DFND   1,188 0 0
CSX CORP COM 126408103   80,548,838 2,362,136 SH   DFND   2,362,136 0 0
CUMMINS INC COM 231021106   59,084 241 SH   DFND   241 0 0
DEERE & CO COM 244199105   73,267,266 180,822 SH   DFND   180,822 0 0
DESCARTES SYS GROUP INC COM 249906108   7,656,113 95,570 SH   DFND   95,570 0 0
DIGITAL RLTY TR INC COM 253868103   40,100,004 352,156 SH   DFND   352,156 0 0
DIODES INC COM 254543101   6,353,138 68,690 SH   DFND   68,690 0 0
DISNEY WALT CO COM 254687106   31,605,120 354,000 SH   DFND   354,000 0 0
DOLLAR GEN CORP NEW COM 256677105   58,404 344 SH   DFND   344 0 0
DOW INC COM 260557103   38,737,453 723,694 SH   DFND   723,694 0 0
DUPONT DE NEMOURS INC COM 26614N102   69,934,107 978,173 SH   DFND   978,173 0 0
EASTERLY GOVT PPTYS INC COM 27616P103   3,325,010 229,311 SH   DFND   229,311 0 0
EASTERN BANKSHARES INC COM 27627N105   2,396,331 195,300 SH   DFND   195,300 0 0
EATON CORP PLC SHS G29183103   67,831,834 337,304 SH   DFND   337,304 0 0
ENCORE CAP GROUP INC COM 292554102   5,653,679 116,283 SH   DFND   116,283 0 0
ENERSYS COM 29275Y102   3,910,518 36,035 SH   DFND   36,035 0 0
ENOVIS CORPORATION COM 194014502   3,948,253 61,576 SH   DFND   61,576 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   4,717,296 139,400 SH   DFND   139,400 0 0
ESAB CORPORATION COM 29605J106   3,804,491 57,176 SH   DFND   57,176 0 0
FASTENAL CO COM 311900104   171,838 2,913 SH   DFND   2,913 0 0
FB FINL CORP COM 30257X104   3,894,097 138,827 SH   DFND   138,827 0 0
FEDERAL SIGNAL CORP COM 313855108   9,956,281 155,494 SH   DFND   155,494 0 0
FISERV INC COM 337738108   95,962,305 760,700 SH   DFND   760,700 0 0
FREEPORT-MCMORAN INC CL B 35671D857   73,937,280 1,848,432 SH   DFND   1,848,432 0 0
GLACIER BANCORP INC NEW COM 37637Q105   3,276,185 105,107 SH   DFND   105,107 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   93,290,179 289,236 SH   DFND   289,236 0 0
HAYWARD HLDGS INC COM 421298100   4,354,865 338,900 SH   DFND   338,900 0 0
HENRY JACK & ASSOC INC COM 426281101   140,892 842 SH   DFND   842 0 0
HERSHEY CO COM 427866108   196,015 785 SH   DFND   785 0 0
HESS CORP COM 42809H107   78,316,284 578,300 SH   DFND   578,300 0 0
HILTON GRAND VACATIONS INC COM 43283X105   5,016,576 110,400 SH   DFND   110,400 0 0
HOME DEPOT INC COM 437076102   43,449,838 139,872 SH   DFND   139,872 0 0
HONEYWELL INTL INC COM 438516106   130,518,538 629,005 SH   DFND   629,005 0 0
HUNT J B TRANS SVCS INC COM 445658107   62,274 344 SH   DFND   344 0 0
INTEGER HLDGS CORP COM 45826H109   6,944,366 78,370 SH   DFND   78,370 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   107,200 948 SH   DFND   948 0 0
IQVIA HLDGS INC COM 46266C105   97,325 433 SH   DFND   433 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   2,692,860 22,200 SH   DFND   22,200 0 0
JPMORGAN CHASE & CO COM 46625H100   136,762,468 940,336 SH   DFND   940,336 0 0
KINSALE CAP GROUP INC COM 49714P108   7,269,209 19,426 SH   DFND   19,426 0 0
KRAFT HEINZ CO COM 500754106   30,824,650 868,300 SH   DFND   868,300 0 0
LAM RESEARCH CORP COM 512807108   66,086,008 102,800 SH   DFND   102,800 0 0
LIVE OAK BANCSHARES INC COM 53803X105   1,589,124 60,400 SH   DFND   60,400 0 0
LOWES COS INC COM 548661107   71,547 317 SH   DFND   317 0 0
MALIBU BOATS INC COM CL A 56117J100   5,231,240 89,179 SH   DFND   89,179 0 0
MARATHON PETE CORP COM 56585A102   84,418 724 SH   DFND   724 0 0
MATADOR RES CO COM 576485205   2,030,016 38,800 SH   DFND   38,800 0 0
MCDONALDS CORP COM 580135101   64,330,333 215,577 SH   DFND   215,577 0 0
M D C HLDGS INC COM 552676108   6,280,650 134,288 SH   DFND   134,288 0 0
MEDPACE HLDGS INC COM 58506Q109   5,920,191 24,650 SH   DFND   24,650 0 0
MERCK & CO INC COM 58933Y105   75,650,146 655,604 SH   DFND   655,604 0 0
META PLATFORMS INC CL A 30303M102   122,167,386 425,700 SH   DFND   425,700 0 0
MICRON TECHNOLOGY INC COM 595112103   76,994 1,220 SH   DFND   1,220 0 0
MICROSOFT CORP COM 594918104   153,783,437 451,587 SH   DFND   451,587 0 0
MODEL N INC COM 607525102   4,770,064 134,900 SH   DFND   134,900 0 0
NORTHERN OIL & GAS INC COM 665531307   5,556,408 161,900 SH   DFND   161,900 0 0
NORTHROP GRUMMAN CORP COM 666807102   81,438,698 178,672 SH   DFND   178,672 0 0
NUVASIVE INC COM 670704105   3,672,397 88,300 SH   DFND   88,300 0 0
NXP SEMICONDUCTORS N V COM N6596X109   73,112,310 357,203 SH   DFND   357,203 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   34,063 588 SH   DFND   588 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   144,250 151 SH   DFND   151 0 0
PARKER-HANNIFIN CORP COM 701094104   144,541,023 370,580 SH   DFND   370,580 0 0
PAYCOM SOFTWARE INC COM 70432V102   166,724 519 SH   DFND   519 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   1,982,664 180,900 SH   DFND   180,900 0 0
PFIZER INC COM 717081103   54,714,089 1,491,660 SH   DFND   1,491,660 0 0
PLEXUS CORP COM 729132100   2,554,240 26,000 SH   DFND   26,000 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   2,738,341 143,069 SH   DFND   143,069 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   40,639,510 1,322,040 SH   DFND   1,322,040 0 0
SHERWIN WILLIAMS CO COM 824348106   82,046 309 SH   DFND   309 0 0
SM ENERGY CO COM 78454L100   4,848,879 153,300 SH   DFND   153,300 0 0
SOUTHSTATE CORPORATION COM 840441109   22,767 346 SH   DFND   346 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305   1,852,357 35,236 SH   DFND   35,236 0 0
STRYKER CORPORATION COM 863667101   190,376 624 SH   DFND   624 0 0
SUMMIT MATLS INC CL A 86614U100   10,412,876 275,109 SH   DFND   275,109 0 0
TASKUS INC CLASS A COM 87652V109   1,061,816 93,800 SH   DFND   93,800 0 0
THE CIGNA GROUP COM 125523100   67,080,797 239,062 SH   DFND   239,062 0 0
TJX COS INC NEW COM 872540109   46,252,945 545,500 SH   DFND   545,500 0 0
T-MOBILE US INC COM 872590104   85,007 612 SH   DFND   612 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   4,056,367 204,351 SH   DFND   204,351 0 0
TRACTOR SUPPLY CO COM 892356106   80,259 363 SH   DFND   363 0 0
TRIMBLE INC COM 896239100   80,575 1,522 SH   DFND   1,522 0 0
TRIUMPH GROUP INC NEW COM 896818101   5,806,849 469,430 SH   DFND   469,430 0 0
TRUIST FINL CORP COM 89832Q109   37,063,481 1,221,202 SH   DFND   1,221,202 0 0
TWIST BIOSCIENCE CORP COM 90184D100   1,268,049 61,977 SH   DFND   61,977 0 0
TYLER TECHNOLOGIES INC COM 902252105   147,430 354 SH   DFND   354 0 0
ULTA BEAUTY INC COM 90384S303   63,564,208 135,072 SH   DFND   135,072 0 0
UNITI GROUP INC COM 91325V108   2,094,255 453,302 SH   DFND   453,302 0 0
VICI PPTYS INC COM 925652109   81,544,077 2,579,969 SH   DFND   2,579,969 0 0
VISA INC COM CL A 92826C839   106,577,087 452,116 SH   DFND   452,116 0 0
VULCAN MATLS CO COM 929160109   93,107 413 SH   DFND   413 0 0
WERNER ENTERPRISES INC COM 950755108   5,042,396 114,133 SH   DFND   114,133 0 0
XYLEM INC COM 98419M100   30,070 267 SH   DFND   267 0 0
YETI HLDGS INC COM 98585X104   3,010,100 77,500 SH   DFND   77,500 0 0
ZIFF DAVIS INC COM 48123V102   4,394,584 62,726 SH   DFND   62,726 0 0
ZOETIS INC CL A 98978V103   202,519 1,176 SH   DFND   1,176 0 0