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INC COM 90353T100 64377 895 SH SOLE 0 895 0 0 UDR INC COM 902653104 1610259 47669 SH DFND 1 47669 0 0 UFP TECHNOLOGIES INC COM 902673102 22264000 115000 SH DFND 1 115000 0 0 UFP TECHNOLOGIES INC COM 902673102 968 5 SH SOLE 0 5 0 0 ULTA BEAUTY INC COM 90384S303 278946806 533655 SH DFND 1 533655 0 0 UNION PAC CORP COM 907818108 34411280 141832 SH DFND 1 141832 0 0 UNION PAC CORP COM 907818108 97048 400 SH SOLE 0 400 0 0 UNITED AIRLS HLDGS INC COM 910047109 11321387 122965 SH DFND 1 122965 0 0 UNITED NAT FOODS INC COM 911163103 9732960 216000 SH DFND 1 216000 0 0 UNITED PARCEL SVCS INC CL B 911312106 33681181 342358 SH DFND 1 342358 0 0 UNITED RENTALS INC COM 911363109 1076812 1478 SH DFND 2 1478 0 0 UNITED RENTALS INC COM 911363109 34898752 47901 SH DFND 1 47901 0 0 UNITED RENTALS INC COM 911363109 729 1 SH SOLE 0 1 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 193976805 327122 SH DFND 1 327122 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2903162 10729 SH DFND 2 10729 0 0 UNITEDHEALTH GROUP INC COM 91324P102 297439834 1099227 SH DFND 1 1099227 0 0 UNITEDHEALTH GROUP INC COM 91324P102 189954 702 SH SOLE 0 702 0 0 UNUM GROUP COM 91529Y106 36228503 496077 SH DFND 1 496077 0 0 US BANCORP COM NEW 902973304 38332307 737018 SH DFND 1 737018 0 0 WABTEC COM 929740108 10424246 41712 SH DFND 1 41712 0 0 WALMART INC COM 931142103 5406925 43506 SH DFND 2 43506 0 0 WALMART INC COM 931142103 328708793 2644905 SH DFND 1 2644905 0 0 WALMART INC COM 931142103 59779 481 SH SOLE 0 481 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 1080881 39362 SH DFND 2 39362 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 39265987 1429934 SH DFND 1 1429934 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 20293 739 SH SOLE 0 739 0 0 WASTE CONNECTIONS INC COM 94106B101 7079460 43582 SH DFND 1 43582 0 0 WASTE MGMT INC DEL COM 94106L109 3379061 14705 SH DFND 2 14705 0 0 WASTE MGMT INC DEL COM 94106L109 546407989 2377858 SH DFND 1 2377858 0 0 WASTE MGMT INC DEL COM 94106L109 70086 305 SH SOLE 0 305 0 0 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5402312 35300 SH DFND 1 35300 0 0 WEYERHAEUSER CO COM NEW 962166104 22036203 902014 SH DFND 1 902014 0 0 VIAVI SOLUTIONS INC COM 925550105 6007040 180500 SH DFND 1 180500 0 0 VICI PPTYS INC COM 925652109 2913050 106627 SH DFND 2 106627 0 0 VICI PPTYS INC COM 925652109 147633046 5403845 SH DFND 1 5403845 0 0 VICTORY CAP HLDGS INC DEL COM CL A 92645B103 26846800 410000 SH DFND 1 410000 0 0 WILLDAN GROUP INC COM 96924N100 18121752 236700 SH DFND 1 236700 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 3963405 13634 SH DFND 1 13634 0 0 VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 2921908 185872 SH DFND 1 185872 0 0 VISA INC COM CL A 92826C839 5531598 18302 SH DFND 2 18302 0 0 VISA INC COM CL A 92826C839 834593751 2761361 SH DFND 1 2761361 0 0 VISA INC COM CL A 92826C839 263553 872 SH SOLE 0 872 0 0 WORKDAY INC CL A 98138H101 7902253 60824 SH DFND 1 60824 0 0 WP CAREY INC COM 92936U109 12090289 177903 SH DFND 1 177903 0 0 VULCAN MATLS CO COM 929160109 517370 1900 SH DFND 1 1900 0 0 WW 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