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   111,748,127 1,015,246 SH   DFND   1,015,246 0 0
ABBVIE INC COM 00287Y109   108,410,813 699,560 SH   DFND   699,560 0 0
ADVANCED ENERGY INDS COM 007973100   6,982,861 64,110 SH   DFND   64,110 0 0
ALLSTATE CORP COM 020002101   48,038,056 343,178 SH   DFND   343,178 0 0
ALPHABET INC CAP STK CL C 02079K107   107,171,628 760,460 SH   DFND   760,460 0 0
ALTAIR ENGR INC COM CL A 021369103   7,950,240 94,477 SH   DFND   94,477 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   46,978,731 693,413 SH   DFND   693,413 0 0
AMERICAN TOWER CORP NEW COM 03027X100   173,136 802 SH   DFND   802 0 0
AMN HEALTHCARE SVCS INC COM 001744101   2,978,127 39,772 SH   DFND   39,772 0 0
ANSYS INC COM 03662Q105   174,908 482 SH   DFND   482 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   8,448,167 48,921 SH   DFND   48,921 0 0
ARKO CORP COM 041242108   4,384,595 531,466 SH   DFND   531,466 0 0
ATKORE INC COM 047649108   9,008,000 56,300 SH   DFND   56,300 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107   4,735,292 129,592 SH   DFND   129,592 0 0
AVERY DENNISON CORP COM 053611109   90,640,053 448,358 SH   DFND   448,358 0 0
AVIENT CORPORATION COM 05368V106   7,092,964 170,627 SH   DFND   170,627 0 0
BALL CORP COM 058498106   90,709 1,577 SH   DFND   1,577 0 0
BANK AMERICA CORP COM 060505104   59,203,139 1,758,335 SH   DFND   1,758,335 0 0
BOSTON SCIENTIFIC CORP COM 101137107   95,012,238 1,643,526 SH   DFND   1,643,526 0 0
BRISTOL-MEYERS SQUIBB CO COM 110122108   48,364,242 942,589 SH   DFND   942,589 0 0
BURLINGTON STORES INC COM 122017106   107,353 552 SH   DFND   552 0 0
CABLE ONE INC COM 12685J105   23,377 42 SH   DFND   42 0 0
CACI INTL INC CL A 127190304   2,711,032 8,371 SH   DFND   8,371 0 0
CADENCE BANK COM 12740C103   4,046,433 136,750 SH   DFND   136,750 0 0
CASELLA WASTE SYS INC CL A 147448104   67,770 793 SH   DFND   793 0 0
CENCORA INC COM 03073E105   56,480 275 SH   DFND   275 0 0
CENTENE CORP DEL COM 15135B101   92,860,828 1,251,325 SH   DFND   1,251,325 0 0
CHEVRON CORP NEW COM 166764100   95,164,826 638,005 SH   DFND   638,005 0 0
CHOICE HOTELS INTL INC COM 169905106   119,985 1,059 SH   DFND   1,059 0 0
CHUBB LIMITED COM H1467J104   107,955,002 477,677 SH   DFND   477,677 0 0
CITIGROUP INC COM NEW 172967424   21,048,476 409,185 SH   DFND   409,185 0 0
CME GROUP INC COM 12572Q105   161,951 769 SH   DFND   769 0 0
COMFORT SYS USA INC COM 199908104   8,635,672 41,988 SH   DFND   41,988 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106   2,123,155 79,698 SH   DFND   79,698 0 0
CONOCOPHILLIPS COM 20825C104   106,689,339 919,181 SH   DFND   919,181 0 0
CORNING INC COM 219350105   93,482 3,070 SH   DFND   3,070 0 0
CROWN CASTLE INC COM 22822V101   59,230,928 514,202 SH   DFND   514,202 0 0
CSX CORP COM 126408103   83,347,928 2,404,036 SH   DFND   2,404,036 0 0
CUMMINS INC COM 231021106   57,736 241 SH   DFND   241 0 0
DEERE & CO COM 244199105   73,464,916 183,722 SH   DFND   183,722 0 0
DESCARTES SYS GROUP INC COM 249906108   7,277,074 86,570 SH   DFND   86,570 0 0
DIGITAL RLTY TR INC COM 253868103   59,168,904 439,656 SH   DFND   439,656 0 0
DIODES INC COM 254543101   5,530,919 68,690 SH   DFND   68,690 0 0
DISNEY WALT CO COM 254687106   51,564,619 571,100 SH   DFND   571,100 0 0
DOLLAR GEN CORP NEW COM 256677105   46,767 344 SH   DFND   344 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   2,850,309 45,700 SH   DFND   45,700 0 0
DOW INC COM 260557103   33,466,055 610,249 SH   DFND   610,249 0 0
DUPONT DE NEMOURS INC COM 26614N102   63,903,366 830,669 SH   DFND   830,669 0 0
EASTERLY GOVT PPTYS INC COM 27616P103   3,081,940 229,311 SH   DFND   229,311 0 0
EATON CORP PLC SHS G29183103   82,674,469 343,304 SH   DFND   343,304 0 0
ENCORE CAP GROUP INC COM 292554102   5,901,362 116,283 SH   DFND   116,283 0 0
ENERSYS COM 29275Y102   2,355,902 23,335 SH   DFND   23,335 0 0
ENOVIS CORPORATION COM 194014502   3,191,796 56,976 SH   DFND   56,976 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   4,477,566 186,100 SH   DFND   186,100 0 0
ESAB CORPORATION COM 29605J106   4,952,585 57,176 SH   DFND   57,176 0 0
FASTENAL CO COM 311900104   188,675 2,913 SH   DFND   2,913 0 0
FB FINL CORP COM 30257X104   5,532,256 138,827 SH   DFND   138,827 0 0
FEDERAL SIGNAL CORP COM 313855108   9,123,926 118,894 SH   DFND   118,894 0 0
FISERV INC COM 337738108   102,858,012 774,300 SH   DFND   774,300 0 0
FREEPORT-MCMORAN INC CL B 35671D857   59,713,067 1,402,703 SH   DFND   1,402,703 0 0
GLACIER BANCORP INC NEW COM 37637Q105   4,343,021 105,107 SH   DFND   105,107 0 0
GLOBUS MED INC CL A 379577208   3,529,130 66,225 SH   DFND   66,225 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   113,430,268 294,036 SH   DFND   294,036 0 0
HAYWARD HLDGS INC COM 421298100   5,249,600 386,000 SH   DFND   386,000 0 0
HENRY JACK & ASSOC INC COM 426281101   137,591 842 SH   DFND   842 0 0
HERSHEY CO COM 427866108   146,355 785 SH   DFND   785 0 0
HESS CORP COM 42809H107   79,042,928 548,300 SH   DFND   548,300 0 0
HILTON GRAND VACATIONS INC COM 43283X105   4,435,872 110,400 SH   DFND   110,400 0 0
HOME DEPOT INC COM 437076102   49,269,707 142,172 SH   DFND   142,172 0 0
HONEYWELL INTL INC COM 438516106   134,257,391 640,205 SH   DFND   640,205 0 0
HUNT J B TRANS SVCS INC COM 445658107   68,711 344 SH   DFND   344 0 0
INTEGER HLDGS CORP COM 45826H109   7,764,900 78,370 SH   DFND   78,370 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   121,752 948 SH   DFND   948 0 0
IQVIA HLDGS INC COM 46266C105   130,498 564 SH   DFND   564 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   1,370,112 12,800 SH   DFND   12,800 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   2,615,535 26,300 SH   DFND   26,300 0 0
JPMORGAN CHASE & CO COM 46625H100   152,943,034 899,136 SH   DFND   899,136 0 0
KINSALE CAP GROUP INC COM 49714P108   5,300,286 15,826 SH   DFND   15,826 0 0
KRAFT HEINZ CO COM 500754106   32,686,622 883,900 SH   DFND   883,900 0 0
LAM RESEARCH CORP COM 512807108   86,941,860 111,000 SH   DFND   111,000 0 0
LANTHEUS HLDGS INC COM 516544103   1,959,200 31,600 SH   DFND   31,600 0 0
LIVE OAK BANCSHARES INC COM 53803X105   5,596,500 123,000 SH   DFND   123,000 0 0
LKQ CORP COM 501889208   20,583,153 430,700 SH   DFND   430,700 0 0
LOWES COS INC COM 548661107   70,548 317 SH   DFND   317 0 0
M D C HLDGS INC COM 552676108   7,419,412 134,288 SH   DFND   134,288 0 0
MALIBU BOATS INC COM CL A 56117J100   4,888,793 89,179 SH   DFND   89,179 0 0
MARATHON PETE CORP COM 56585A102   107,413 724 SH   DFND   724 0 0
MATADOR RES CO COM 576485205   3,371,798 59,300 SH   DFND   59,300 0 0
MCDONALDS CORP COM 580135101   64,988,172 219,177 SH   DFND   219,177 0 0
MEDPACE HLDGS INC COM 58506Q109   7,555,965 24,650 SH   DFND   24,650 0 0
MERCK & CO INC COM 58933Y105   72,684,070 666,704 SH   DFND   666,704 0 0
META PLATFORMS INC CL A 30303M102   116,028,088 327,800 SH   DFND   327,800 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   61,861 51 SH   DFND   51 0 0
MICRON TECHNOLOGY INC COM 595112103   148,150 1,736 SH   DFND   1,736 0 0
MICROSOFT CORP COM 594918104   104,421,419 277,687 SH   DFND   277,687 0 0
MODEL N INC COM 607525102   3,632,857 134,900 SH   DFND   134,900 0 0
NORTHERN OIL & GAS INC COM 665531307   6,001,633 161,900 SH   DFND   161,900 0 0
NORTHROP GRUMMAN CORP COM 666807102   85,001,116 181,572 SH   DFND   181,572 0 0
NXP SEMICONDUCTORS N V COM N6596X109   83,489,369 363,503 SH   DFND   363,503 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   44,623 588 SH   DFND   588 0 0
ORACLE CORP COM 68389X105   30,332,211 287,700 SH   DFND   287,700 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   143,462 151 SH   DFND   151 0 0
PARKER-HANNIFIN CORP COM 701094104   154,325,286 334,980 SH   DFND   334,980 0 0
PAYCOM SOFTWARE INC COM 70432V102   99,226 480 SH   DFND   480 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   3,308,880 243,300 SH   DFND   243,300 0 0
PFIZER INC COM 717081103   19,682,571 683,660 SH   DFND   683,660 0 0
PLEXUS CORP COM 729132100   3,849,428 35,600 SH   DFND   35,600 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   3,768,870 159,969 SH   DFND   159,969 0 0
PULTE GROUP INC COM 745867101   20,416,916 197,800 SH   DFND   197,800 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   37,796,219 1,345,540 SH   DFND   1,345,540 0 0
SHERWIN WILLIAMS CO COM 824348106   96,377 309 SH   DFND   309 0 0
SM ENERGY CO COM 78454L100   5,935,776 153,300 SH   DFND   153,300 0 0
SOUTHSTATE CORPORATION COM 840441109   29,220 346 SH   DFND   346 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305   1,099,716 35,236 SH   DFND   35,236 0 0
STRYKER CORPORATION COM 863667101   186,863 624 SH   DFND   624 0 0
SUMMIT MATLS INC CL A 86614U100   8,661,538 225,209 SH   DFND   225,209 0 0
THE CIGNA GROUP COM 125523100   72,814,861 243,162 SH   DFND   243,162 0 0
TJX COS INC NEW COM 872540109   52,073,931 555,100 SH   DFND   555,100 0 0
T-MOBILE US INC COM 872590104   139,808 872 SH   DFND   872 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   2,695,217 187,951 SH   DFND   187,951 0 0
TRACTOR SUPPLY CO COM 892356106   108,160 503 SH   DFND   503 0 0
TRIMBLE INC COM 896239100   80,970 1,522 SH   DFND   1,522 0 0
TRIUMPH GROUP INC NEW COM 896818101   6,763,479 407,930 SH   DFND   407,930 0 0
TRUIST FINL CORP COM 89832Q109   45,891,634 1,243,002 SH   DFND   1,243,002 0 0
TYLER TECHNOLOGIES INC COM 902252105   148,014 354 SH   DFND   354 0 0
ULTA BEAUTY INC COM 90384S303   67,261,907 137,272 SH   DFND   137,272 0 0
UNITI GROUP INC COM 91325V108   2,933,240 507,481 SH   DFND   507,481 0 0
VICI PPTYS INC COM 925652109   71,266,752 2,235,469 SH   DFND   2,235,469 0 0
VISA INC COM CL A 92826C839   87,965,496 337,874 SH   DFND   337,874 0 0
VULCAN MATLS CO COM 929160109   93,755 413 SH   DFND   413 0 0
WERNER ENTERPRISES INC COM 950755108   3,640,981 85,933 SH   DFND   85,933 0 0
XYLEM INC COM 98419M100   30,534 267 SH   DFND   267 0 0
YETI HLDGS INC COM 98585X104   4,282,206 82,700 SH   DFND   82,700 0 0
ZOETIS INC CL A 98978V103   232,107 1,176 SH   DFND   1,176 0 0