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   115,273,278 1,014,446 SH   DFND   1,014,446 0 0
ABBVIE INC COM 00287Y109   126,980,744 698,460 SH   DFND   698,460 0 0
ADVANCED ENERGY INDS COM 007973100   6,537,938 64,110 SH   DFND   64,110 0 0
ALLSTATE CORP COM 020002101   59,123,373 342,778 SH   DFND   342,778 0 0
ALPHABET INC CAP STK CL C 02079K107   101,546,236 667,160 SH   DFND   667,160 0 0
ALTAIR ENGR INC COM CL A 021369103   8,139,194 94,477 SH   DFND   94,477 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   20,762,740 265,513 SH   DFND   265,513 0 0
AMERICAN TOWER CORP NEW COM 03027X100   158,467 802 SH   DFND   802 0 0
AMN HEALTHCARE SVCS INC COM 001744101   2,486,148 39,772 SH   DFND   39,772 0 0
ANSYS INC COM 03662Q105   167,331 482 SH   DFND   482 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   9,664,344 48,921 SH   DFND   48,921 0 0
ARKO CORP COM 041242108   2,544,286 446,366 SH   DFND   446,366 0 0
ATKORE INC COM 047649108   10,184,260 53,500 SH   DFND   53,500 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107   4,575,894 129,592 SH   DFND   129,592 0 0
AVERY DENNISON CORP COM 053611109   99,972,926 447,458 SH   DFND   447,458 0 0
AVIENT CORPORATION COM 05368V106   7,405,212 170,627 SH   DFND   170,627 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   1,226,720 11,000 SH   DFND   11,000 0 0
BALL CORP COM 058498106   106,227 1,577 SH   DFND   1,577 0 0
BANK AMERICA CORP COM 060505104   66,403,123 1,752,135 SH   DFND   1,752,135 0 0
BOSTON SCIENTIFIC CORP COM 101137107   108,175,293 1,578,926 SH   DFND   1,578,926 0 0
BRISTOL-MEYERS SQUIBB CO COM 110122108   50,892,000 941,289 SH   DFND   941,289 0 0
BURLINGTON STORES INC COM 122017106   128,169 552 SH   DFND   552 0 0
CABLE ONE INC COM 12685J105   17,771 42 SH   DFND   42 0 0
CACI INTL INC CL A 127190304   3,171,186 8,371 SH   DFND   8,371 0 0
CADENCE BANK COM 12740C103   3,965,750 136,750 SH   DFND   136,750 0 0
CASELLA WASTE SYS INC CL A 147448104   78,404 793 SH   DFND   793 0 0
CENCORA INC COM 03073E105   66,822 275 SH   DFND   275 0 0
CENTENE CORP DEL COM 15135B101   95,854,021 1,221,725 SH   DFND   1,221,725 0 0
CHEVRON CORP NEW COM 166764100   100,329,242 637,005 SH   DFND   637,005 0 0
CHOICE HOTELS INTL INC COM 169905106   133,805 1,059 SH   DFND   1,059 0 0
CHUBB LIMITED COM H1467J104   123,541,440 476,977 SH   DFND   476,977 0 0
CITIGROUP INC COM NEW 172967424   50,085,466 793,185 SH   DFND   793,185 0 0
CME GROUP INC COM 12572Q105   165,558 769 SH   DFND   769 0 0
COMFORT SYS USA INC COM 199908104   9,781,655 30,788 SH   DFND   30,788 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106   2,115,982 79,698 SH   DFND   79,698 0 0
CONOCOPHILLIPS COM 20825C104   116,733,270 917,681 SH   DFND   917,681 0 0
CORNING INC COM 219350105   101,187 3,070 SH   DFND   3,070 0 0
CROWN CASTLE INC COM 22822V101   54,301,319 513,302 SH   DFND   513,302 0 0
CSX CORP COM 126408103   88,866,003 2,399,836 SH   DFND   2,399,836 0 0
CUMMINS INC COM 231021106   71,011 241 SH   DFND   241 0 0
DEERE & CO COM 244199105   75,329,746 183,522 SH   DFND   183,522 0 0
DESCARTES SYS GROUP INC COM 249906108   7,923,752 86,570 SH   DFND   86,570 0 0
DIAMONDBACK ENERGY INC COM 25278X109   87,940,468 444,400 SH   DFND   444,400 0 0
DIGITAL RLTY TR INC COM 253868103   63,190,003 438,856 SH   DFND   438,856 0 0
DIODES INC COM 254543101   4,842,645 68,690 SH   DFND   68,690 0 0
DOLLAR GEN CORP NEW COM 256677105   53,685 344 SH   DFND   344 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   3,528,369 56,900 SH   DFND   56,900 0 0
DUPONT DE NEMOURS INC COM 26614N102   63,532,284 828,969 SH   DFND   828,969 0 0
EASTERLY GOVT PPTYS INC COM 27616P103   2,639,370 229,311 SH   DFND   229,311 0 0
EATON CORP PLC SHS G29183103   107,257,367 342,704 SH   DFND   342,704 0 0
ENCORE CAP GROUP INC COM 292554102   5,303,668 116,283 SH   DFND   116,283 0 0
ENOVIS CORPORATION COM 194014502   3,558,151 56,976 SH   DFND   56,976 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   2,266,280 106,000 SH   DFND   106,000 0 0
ESAB CORPORATION COM 29605J106   6,321,950 57,176 SH   DFND   57,176 0 0
FASTENAL CO COM 311900104   224,709 2,913 SH   DFND   2,913 0 0
FB FINL CORP COM 30257X104   5,228,225 138,827 SH   DFND   138,827 0 0
FEDERAL SIGNAL CORP COM 313855108   10,090,534 118,894 SH   DFND   118,894 0 0
FISERV INC COM 337738108   123,475,102 773,000 SH   DFND   773,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   69,965,613 1,494,303 SH   DFND   1,494,303 0 0
GLACIER BANCORP INC NEW COM 37637Q105   4,233,710 105,107 SH   DFND   105,107 0 0
GLOBUS MED INC CL A 379577208   3,552,309 66,225 SH   DFND   66,225 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   122,442,714 293,436 SH   DFND   293,436 0 0
HAYWARD HLDGS INC COM 421298100   5,909,660 386,000 SH   DFND   386,000 0 0
HERSHEY CO COM 427866108   152,683 785 SH   DFND   785 0 0
HILTON GRAND VACATIONS INC COM 43283X105   5,211,984 110,400 SH   DFND   110,400 0 0
HOME DEPOT INC COM 437076102   54,516,019 141,972 SH   DFND   141,972 0 0
HONEYWELL INTL INC COM 438516106   131,162,821 639,105 SH   DFND   639,105 0 0
HUNT J B TRANS SVCS INC COM 445658107   68,542 344 SH   DFND   344 0 0
INTEGER HLDGS CORP COM 45826H109   9,144,212 78,370 SH   DFND   78,370 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   130,284 948 SH   DFND   948 0 0
IQVIA HLDGS INC COM 46266C105   142,630 564 SH   DFND   564 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   1,960,400 16,900 SH   DFND   16,900 0 0
HENRY JACK & ASSOC INC COM 426281101   146,281 842 SH   DFND   842 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   3,629,194 34,600 SH   DFND   34,600 0 0
JPMORGAN CHASE & CO COM 46625H100   177,272,009 885,636 SH   DFND   885,636 0 0
KINSALE CAP GROUP INC COM 49714P108   8,304,535 15,826 SH   DFND   15,826 0 0
KRAFT HEINZ CO COM 500754106   32,499,779 882,300 SH   DFND   882,300 0 0
LAM RESEARCH CORP COM 512807108   107,536,086 110,800 SH   DFND   110,800 0 0
LANTHEUS HLDGS INC COM 516544103   1,966,784 31,600 SH   DFND   31,600 0 0
LIVE OAK BANCSHARES INC COM 53803X105   5,105,730 123,000 SH   DFND   123,000 0 0
LKQ CORP COM 501889208   35,236,827 660,300 SH   DFND   660,300 0 0
LOWES COS INC COM 548661107   80,749 317 SH   DFND   317 0 0
MALIBU BOATS INC COM CL A 56117J100   2,708,419 62,579 SH   DFND   62,579 0 0
MARATHON PETE CORP COM 56585A102   145,886 724 SH   DFND   724 0 0
MATADOR RES CO COM 576485205   3,959,461 59,300 SH   DFND   59,300 0 0
MCDONALDS CORP COM 580135101   61,743,155 218,977 SH   DFND   218,977 0 0
M D C HLDGS INC COM 552676108   3,176,200 50,488 SH   DFND   50,488 0 0
MEDPACE HLDGS INC COM 58506Q109   9,679,393 23,950 SH   DFND   23,950 0 0
MERCK & CO INC COM 58933Y105   87,817,616 665,704 SH   DFND   665,704 0 0
META PLATFORMS INC CL A 30303M102   143,327,646 294,300 SH   DFND   294,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   67,896 51 SH   DFND   51 0 0
MICRON TECHNOLOGY INC COM 595112103   204,657 1,736 SH   DFND   1,736 0 0
MICROSOFT CORP COM 594918104   101,964,880 242,287 SH   DFND   242,287 0 0
MODEL N INC COM 607525102   4,364,451 153,300 SH   DFND   153,300 0 0
NORTHERN OIL & GAS INC COM 665531307   6,424,192 161,900 SH   DFND   161,900 0 0
NORTHROP GRUMMAN CORP COM 666807102   86,678,287 181,172 SH   DFND   181,172 0 0
NXP SEMICONDUCTORS N V COM N6596X109   89,800,342 363,003 SH   DFND   363,003 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   170,461 151 SH   DFND   151 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   46,787 588 SH   DFND   588 0 0
ORACLE CORP COM 68389X105   36,058,226 287,200 SH   DFND   287,200 0 0
PARKER-HANNIFIN CORP COM 701094104   182,416,180 327,980 SH   DFND   327,980 0 0
PAYCOM SOFTWARE INC COM 70432V102   95,525 480 SH   DFND   480 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   4,296,678 243,300 SH   DFND   243,300 0 0
PLEXUS CORP COM 729132100   3,375,592 35,600 SH   DFND   35,600 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   4,421,273 207,669 SH   DFND   207,669 0 0
PULTE GROUP INC COM 745867101   45,121,594 375,500 SH   DFND   375,500 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   57,502,359 1,892,540 SH   DFND   1,892,540 0 0
SAVERS VALUE VLG INC COM 80517M109   721,072 37,400 SH   DFND   37,400 0 0
SHERWIN WILLIAMS CO COM 824348106   107,325 309 SH   DFND   309 0 0
SM ENERGY CO COM 78454L100   7,642,005 153,300 SH   DFND   153,300 0 0
SOUTHSTATE CORPORATION COM 840441109   29,420 346 SH   DFND   346 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305   1,348,834 35,236 SH   DFND   35,236 0 0
STRYKER CORPORATION COM 863667101   223,311 624 SH   DFND   624 0 0
SUMMIT MATLS INC CL A 86614U100   10,037,565 225,209 SH   DFND   225,209 0 0
T-MOBILE US INC COM 872590104   142,328 872 SH   DFND   872 0 0
THE CIGNA GROUP COM 125523100   88,247,339 242,962 SH   DFND   242,962 0 0
TJX COS INC NEW COM 872540109   56,174,732 554,200 SH   DFND   554,200 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   3,039,168 187,951 SH   DFND   187,951 0 0
TRACTOR SUPPLY CO COM 892356106   131,645 503 SH   DFND   503 0 0
TRIMBLE INC COM 896239100   97,956 1,522 SH   DFND   1,522 0 0
TRIUMPH GROUP INC NEW COM 896818101   6,135,267 407,930 SH   DFND   407,930 0 0
TRUIST FINL CORP COM 89832Q109   48,291,110 1,241,002 SH   DFND   1,241,002 0 0
TYLER TECHNOLOGIES INC COM 902252105   150,454 354 SH   DFND   354 0 0
ULTA BEAUTY INC COM 90384S303   71,454,119 137,072 SH   DFND   137,072 0 0
UNITI GROUP INC COM 91325V108   2,994,138 507,481 SH   DFND   507,481 0 0
VICI PPTYS INC COM 925652109   50,154,237 1,683,969 SH   DFND   1,683,969 0 0
VISA INC COM CL A 92826C839   82,290,325 294,874 SH   DFND   294,874 0 0
VULCAN MATLS CO COM 929160109   112,716 413 SH   DFND   413 0 0
DISNEY WALT CO COM 254687106   86,777,068 710,600 SH   DFND   710,600 0 0
WERNER ENTERPRISES INC COM 950755108   3,361,699 85,933 SH   DFND   85,933 0 0
XYLEM INC COM 98419M100   34,507 267 SH   DFND   267 0 0
YETI HLDGS INC COM 98585X104   3,188,085 82,700 SH   DFND   82,700 0 0
ZOETIS INC CL A 98978V103   198,991 1,176 SH   DFND   1,176 0 0