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
ACADEMY SPORTS & OUTD COMMON 00402L107   16,922,261 259,345 SH   DFND   171,835 8,545 78,965
ALEXANDRIA REAL ESTAT COMMON 015271109   11,412,238 90,869 SH   DFND   59,097 1,838 29,934
ALPHABET CLASS A COMMON 02079K305   26,850,096 258,846 SH   DFND   176,452 2,125 80,269
ALPHABET CLASS C COMMON 02079K107   26,024,645 250,237 SH   DFND   159,552 4,990 85,695
AMAZON COM INC COM COMMON 023135106   30,615,879 296,407 SH   DFND   197,996 3,940 94,471
AMDOCS LTD ORD COMMON G02602103   15,848,311 165,035 SH   DFND   115,200 2,000 47,835
AMEREN CORP COM COMMON 023608102   14,174,612 164,077 SH   DFND   113,754 1,708 48,615
AMERICAN EXPRESS CO COMMON 025816109   19,739,237 119,668 SH   DFND   76,367 11,005 32,296
AMERICAN WTR WKS CO I COMMON 030420103   13,225,117 90,280 SH   DFND   64,514 1,577 24,189
AMETEK INC NEW COM COMMON 031100100   10,910,068 75,071 SH   DFND   50,774 133 24,164
ANALOG DEVICES INC CO COMMON 032654105   13,959,232 70,780 SH   DFND   48,911 1,155 20,714
APPLE INC COMMON 037833100   112,024,980 679,351 SH   DFND   427,629 27,779 223,943
ARCH CAP GROUP LTD OR COMMON G0450A105   17,205,656 253,509 SH   DFND   171,555 4,153 77,801
ARISTA NETWORKS INC C COMMON 040413106   30,709,483 182,947 SH   DFND   115,617 2,029 65,301
ASTRAZENECA PLC SPONS COMMON 046353108   11,323,478 163,139 SH   DFND   142,982 2,294 17,863
AUTOZONE INC COM COMMON 053332102   18,647,526 7,586 SH   DFND   4,743 119 2,724
BANK AMER CORP COMMON 060505104   18,172,340 635,396 SH   DFND   392,719 16,288 226,389
BERKSHIRE HATHAWAY IN COMMON 084670702   24,650,344 79,834 SH   DFND   50,919 1,070 27,845
BIOMARIN PHARMACEUTIC COMMON 09061G101   18,540,265 190,665 SH   DFND   126,965 2,540 61,160
BLACKROCK INC COM COMMON 09247X101   17,054,531 25,488 SH   DFND   17,041 855 7,592
BOEING CO COMMON 097023105   25,138,966 118,340 SH   DFND   75,520 2,222 40,598
BROADCOM INC COM COMMON 11135F101   25,274,751 39,397 SH   DFND   24,441 3,935 11,021
BRUNSWICK CORP COMMON 117043109   8,715,862 106,291 SH   DFND   73,391 395 32,505
CAPRI HOLDINGS LIMITE COMMON G1890L107   638,918 13,594 SH   DFND   11,934 30 1,630
CARLISLE COS INC COM COMMON 142339100   11,008,931 48,697 SH   DFND   26,843 2,549 19,305
CATERPILLAR INC COMMON 149123101   480,564 2,100 SH   DFND   0 2,100 0
CELSIUS HLDGS INC COM COMMON 15118V207   18,675,457 200,941 SH   DFND   134,061 4,111 62,769
CHESAPEAKE ENERGY COR COMMON 165167735   1,511,295 19,875 SH   DFND   0 6,800 13,075
CHEVRON CORP COMMON 166764100   23,019,102 141,083 SH   DFND   92,162 6,982 41,939
CIGNA CORP NEW COMMON 125523100   13,516,515 52,896 SH   DFND   31,954 5,021 15,921
CITIZENS FINL GROUP I COMMON 174610105   6,957,615 229,095 SH   DFND   164,110 440 64,545
COCA COLA CO COMMON 191216100   19,430,649 313,246 SH   DFND   176,660 32,055 104,531
CONOCOPHILLIPS COMMON 20825C104   19,066,773 192,186 SH   DFND   127,049 3,894 61,243
CORTEVA INC COM COMMON 22052L104   13,973,345 231,692 SH   DFND   161,887 6,255 63,550
COSTCO WHSL CORP NEW COMMON 22160K105   13,957,575 28,091 SH   DFND   23,576 440 4,075
CROWN CASTLE INTL COR COMMON 22822V101   867,417 6,481 SH   DFND   4,964 370 1,147
CUMMINS INC COMMON 231021106   11,784,906 49,334 SH   DFND   35,399 2,340 11,595
DANAHER CORP SHS BEN COMMON 235851102   16,590,533 65,825 SH   DFND   41,327 2,702 21,796
DAVE & BUSTERS ENTMT COMMON 238337109   8,712,608 236,820 SH   DFND   175,455 5,270 56,095
DEERE & CO COM COMMON 244199105   18,120,890 43,889 SH   DFND   25,570 4,467 13,852
DICKS SPORTING GOODS COMMON 253393102   397,292 2,800 SH   DFND   2,800 0 0
DOLLAR GEN CORP NEW C COMMON 256677105   1,641,588 7,800 SH   DFND   0 0 7,800
EATON CORP PLC SHS COMMON G29183103   6,708,818 39,155 SH   DFND   23,062 65 16,028
EXPEDIA INC DEL COM N COMMON 30212P303   12,976,210 133,734 SH   DFND   95,639 2,292 35,803
EXTRA SPACE STORAGE I COMMON 30225T102   2,214,219 13,590 SH   DFND   13,140 85 365
EXTREME NETWORKS INC COMMON 30226D106   19,265,312 1,007,600 SH   DFND   646,395 13,275 347,930
EXXON MOBIL CORP COMMON 30231G102   27,610,414 251,782 SH   DFND   155,942 12,832 83,008
FACEBOOK INC CL A COMMON 30303M102   12,090,541 57,047 SH   DFND   34,797 858 21,392
GE HEALTHCARE TECHNOL COMMON 36266G107   16,872,094 205,682 SH   DFND   136,232 3,113 66,337
GLOBAL PMTS INC COM COMMON 37940X102   12,341,600 117,271 SH   DFND   81,096 545 35,630
GOLDMAN SACHS GROUP I COMMON 38141G104   451,085 1,379 SH   DFND   59 1,250 70
HALOZYME THERAPEUTICS COMMON 40637H109   324,577 8,499 SH   DFND   7,401 0 1,098
HOME DEPOT INC COMMON 437076102   11,737,513 39,772 SH   DFND   23,127 6,110 10,535
HONEYWELL INTL INC CO COMMON 438516106   1,184,944 6,200 SH   DFND   0 6,200 0
HOSTESS BRANDS INC CL COMMON 44109J106   18,858,418 757,975 SH   DFND   485,075 8,210 264,690
HOWMET AEROSPACE INC COMMON 443201108   17,927,128 423,109 SH   DFND   261,497 51,025 110,587
INCYTE CORP COM COMMON 45337C102   5,172,364 71,570 SH   DFND   66,260 950 4,360
IRIDIUM COMMUNICATION COMMON 46269C102   13,569,297 219,107 SH   DFND   153,904 3,734 61,469
ISHARES TR RUSSELL100 COMMON 464287614   307,412 1,258 SH   DFND   481 105 672
ISHARES TR RUSSELL100 COMMON 464287598   237,830 1,562 SH   DFND   826 235 501
JAZZ PHARMACEUTICALS COMMON G50871105   17,507,653 119,645 SH   DFND   78,159 1,843 39,643
JOHNSON & JOHNSON COMMON 478160104   1,898,285 12,247 SH   DFND   9,025 2,599 623
JPMORGAN CHASE & CO COMMON 46625H100   26,100,181 200,293 SH   DFND   120,233 15,207 64,853
LAM RESEARCH CORP COM COMMON 512807108   18,508,080 34,913 SH   DFND   22,259 3,207 9,447
LAMAR ADVERTISING CO COMMON 512816109   11,594,432 116,072 SH   DFND   77,190 375 38,507
LAMB WESTON HLDGS INC COMMON 513272104   19,023,476 182,008 SH   DFND   116,716 3,007 62,285
LILLY, ELI AND COMPAN COMMON 532457108   26,442,310 76,997 SH   DFND   46,933 6,014 24,050
MANHATTAN ASSOCS INC COMMON 562750109   16,638,942 107,452 SH   DFND   76,009 1,280 30,163
MARRIOTT INTL INC NEW COMMON 571903202   18,855,004 113,557 SH   DFND   66,625 6,888 40,044
MASTERCARD INC CL A COMMON 57636Q104   24,209,284 66,617 SH   DFND   39,210 6,729 20,678
MCDONALDS CORP COMMON 580135101   1,607,758 5,750 SH   DFND   0 5,750 0
MCKESSON CORP COM COMMON 58155Q103   22,065,843 61,974 SH   DFND   37,571 3,087 21,316
MERCK & COMPANY COMMON 58933Y105   24,079,568 226,333 SH   DFND   129,108 22,196 75,029
METLIFE INC COMMON 59156R108   12,278,819 211,923 SH   DFND   145,491 3,695 62,737
MICROSOFT COMMON 594918104   104,611,385 362,856 SH   DFND   228,727 16,052 118,077
MORGAN STANLEY COMMON 617446448   13,291,691 151,386 SH   DFND   90,901 11,010 49,475
NASDAQ OMX GROUP INC COMMON 631103108   3,417,422 62,510 SH   DFND   40,400 6,255 15,855
NEXSTAR MEDIA GROUP I COMMON 65336K103   4,323,752 25,042 SH   DFND   21,970 1,845 1,227
NEXTERA ENERGY INC CO COMMON 65339F101   19,376,447 251,381 SH   DFND   155,816 14,719 80,846
NUCOR CORP COMMON 670346105   21,103,382 136,618 SH   DFND   85,716 8,011 42,891
NVIDIA CORP COM COMMON 67066G104   29,846,942 107,452 SH   DFND   68,356 5,006 34,090
OMNICOM GROUP COMMON 681919106   7,622,861 80,802 SH   DFND   58,335 1,041 21,426
ON SEMICONDUCTOR CORP COMMON 682189105   30,468,031 370,117 SH   DFND   235,096 5,351 129,670
PALO ALTO NETWORKS IN COMMON 697435105   26,756,771 133,958 SH   DFND   87,441 1,986 44,531
PENUMBRA INC COM COMMON 70975L107   9,758,330 35,015 SH   DFND   23,327 735 10,953
PEPSICO INC COMMON 713448108   21,003,512 115,214 SH   DFND   68,841 9,521 36,852
PIONEER NAT RES CO CO COMMON 723787107   17,852,414 87,409 SH   DFND   57,258 5,293 24,858
POWERSHARES EXCHANGE COMMON 46137V357   496,914 3,436 SH   DFND   1,090 101 2,245
PROCTER & GAMBLE COMP COMMON 742718109   19,781,569 133,039 SH   DFND   78,800 9,242 44,997
QUANTA SVCS INC COM COMMON 74762E102   24,353,270 146,143 SH   DFND   84,314 13,475 48,354
REATA PHARMACEUTICALS COMMON 75615P103   14,138,515 155,505 SH   DFND   99,422 2,320 53,763
REGENERON PHARMACEUTI COMMON 75886F107   16,109,662 19,606 SH   DFND   13,726 249 5,631
RESTAURANT BRANDS INT COMMON 76131D103   19,033,921 283,496 SH   DFND   176,406 17,275 89,815
SALESFORCE COM INC CO COMMON 79466L302   16,319,429 81,687 SH   DFND   56,539 1,202 23,946
SECTOR SPDR TR SBI FI COMMON 81369Y605   287,100 8,930 SH   DFND   1,195 0 7,735
SECTOR SPDR TR SBI TE COMMON 81369Y803   231,649 1,534 SH   DFND   438 0 1,096
SECTOR SPDR TR SBI UT COMMON 81369Y886   206,658 3,053 SH   DFND   511 0 2,542
SERVICENOW INC COM COMMON 81762P102   18,025,095 38,787 SH   DFND   26,867 677 11,243
SHOALS TECHNOLOGIES G COMMON 82489W107   9,330,112 409,395 SH   DFND   289,085 7,260 113,050
SPDR S&P MIDCAP 400 E COMMON 78467Y107   954,868 2,083 SH   DFND   463 332 1,288
SPDR TR UNIT SER 1 COMMON 78462F103   3,361,918 8,212 SH   DFND   5,905 55 2,252
SYSCO CORP COMMON 871829107   1,256,378 16,268 SH   DFND   14,983 50 1,235
T MOBILE US INC COM COMMON 872590104   20,706,616 142,962 SH   DFND   88,156 4,367 50,439
TARGET CORP COMMON 87612E106   5,702,475 34,429 SH   DFND   31,358 410 2,661
TECK COMINCO LTD CL B COMMON 878742204   9,778,496 267,904 SH   DFND   185,615 3,247 79,042
TELEDYNE TECHNOLOGIES COMMON 879360105   13,482,088 30,137 SH   DFND   20,659 537 8,941
TEXAS ROADHOUSE INC C COMMON 882681109   19,679,131 182,113 SH   DFND   113,466 9,222 59,425
THERMO FISHER SCIENTI COMMON 883556102   17,842,686 30,957 SH   DFND   19,466 866 10,625
TIMKEN CO COM COMMON 887389104   17,508,837 214,254 SH   DFND   145,597 12,315 56,342
TRAVELERS COMPANIES I COMMON 89417E109   19,159,353 111,775 SH   DFND   72,183 9,810 29,782
UBER TECHNOLOGIES INC COMMON 90353T100   9,057,609 285,729 SH   DFND   184,583 4,545 96,601
ULTA SALON COSMETCS & COMMON 90384S303   21,589,434 39,565 SH   DFND   24,921 475 14,169
UNITEDHEALTH GROUP IN COMMON 91324P102   21,410,690 45,305 SH   DFND   24,462 7,141 13,702
VANGUARD INDEX FDS S& COMMON 922908363   11,222,681 29,842 SH   DFND   17,888 4,161 7,793
VANGUARD SCOTTSDALE F COMMON 92206C714   501,743 7,510 SH   DFND   6,600 575 335
VERIZON COMMUNICATION COMMON 92343V104   3,148,612 80,962 SH   DFND   35,009 645 45,308
VERTEX PHARMACEUTICAL COMMON 92532F100   15,228,908 48,335 SH   DFND   31,392 751 16,192
VERTIV HOLDINGS CO CO COMMON 92537N108   12,834,854 896,915 SH   DFND   560,195 13,790 322,930
VICI PPTYS INC COM COMMON 925652109   17,155,967 525,934 SH   DFND   323,808 18,786 183,340
VISA INC COM CL A COMMON 92826C839   1,251,303 5,550 SH   DFND   950 4,150 450
WALT DISNEY CO COMMON 254687106   14,127,041 141,087 SH   DFND   87,164 8,261 45,662
WELLS FARGO & CO COMMON 949746101   13,576,117 363,192 SH   DFND   246,377 8,840 107,975
WESCO INTL INC COM COMMON 95082P105   11,685,078 75,612 SH   DFND   51,751 450 23,411
WORLD WRESTLING ENTMT COMMON 98156Q108   24,392,429 267,285 SH   DFND   158,774 24,537 83,974
XCEL ENERGY INC COM COMMON 98389B100   5,933,708 87,985 SH   DFND   47,778 262 39,945
ZOETIS INC CL A COMMON 98978V103   1,425,559 8,565 SH   DFND   3,385 30 5,150
ACADEMY SPORTS & OUTD COMMON 00402L107   16,922,261 259,345 SH   DFND   249,405 8,545 1,395
ALEXANDRIA REAL ESTAT COMMON 015271109   11,412,238 90,869 SH   DFND   88,831 1,838 200
ALPHABET CLASS A COMMON 02079K305   26,850,096 258,846 SH   DFND   254,231 2,125 2,490
ALPHABET CLASS C COMMON 02079K107   26,024,645 250,237 SH   DFND   244,457 4,990 790
AMAZON COM INC COM COMMON 023135106   30,615,879 296,407 SH   DFND   290,627 3,940 1,840
AMDOCS LTD ORD COMMON G02602103   15,848,311 165,035 SH   DFND   161,785 2,000 1,250
AMEREN CORP COM COMMON 023608102   14,174,612 164,077 SH   DFND   161,139 1,708 1,230
AMERICAN EXPRESS CO COMMON 025816109   19,739,237 119,668 SH   DFND   107,953 11,005 710
AMERICAN WTR WKS CO I COMMON 030420103   13,225,117 90,280 SH   DFND   88,013 1,577 690
AMETEK INC NEW COM COMMON 031100100   10,910,068 75,071 SH   DFND   74,323 133 615
ANALOG DEVICES INC CO COMMON 032654105   13,959,232 70,780 SH   DFND   69,030 1,155 595
APPLE INC COMMON 037833100   112,024,980 679,351 SH   DFND   647,297 27,779 4,275
ARCH CAP GROUP LTD OR COMMON G0450A105   17,205,656 253,509 SH   DFND   247,826 4,153 1,530
ARISTA NETWORKS INC C COMMON 040413106   30,709,483 182,947 SH   DFND   179,808 2,029 1,110
ASTRAZENECA PLC SPONS COMMON 046353108   11,323,478 163,139 SH   DFND   159,235 2,294 1,610
AUTOZONE INC COM COMMON 053332102   18,647,526 7,586 SH   DFND   7,430 119 37
BANK AMER CORP COMMON 060505104   18,172,340 635,396 SH   DFND   615,688 16,288 3,420
BERKSHIRE HATHAWAY IN COMMON 084670702   24,650,344 79,834 SH   DFND   78,299 1,070 465
BIOMARIN PHARMACEUTIC COMMON 09061G101   18,540,265 190,665 SH   DFND   187,180 2,540 945
BLACKROCK INC COM COMMON 09247X101   17,054,531 25,488 SH   DFND   24,484 855 149
BOEING CO COMMON 097023105   25,138,966 118,340 SH   DFND   115,788 2,222 330
BROADCOM INC COM COMMON 11135F101   25,274,751 39,397 SH   DFND   35,187 3,935 275
BRUNSWICK CORP COMMON 117043109   8,715,862 106,291 SH   DFND   104,811 395 1,085
CAPRI HOLDINGS LIMITE COMMON G1890L107   638,918 13,594 SH   DFND   13,564 30 0
CARLISLE COS INC COM COMMON 142339100   11,008,931 48,697 SH   DFND   45,973 2,549 175
CATERPILLAR INC COMMON 149123101   480,564 2,100 SH   DFND   0 2,100 0
CELSIUS HLDGS INC COM COMMON 15118V207   18,675,457 200,941 SH   DFND   195,855 4,111 975
CHESAPEAKE ENERGY COR COMMON 165167735   1,511,295 19,875 SH   DFND   13,075 6,800 0
CHEVRON CORP COMMON 166764100   23,019,102 141,083 SH   DFND   133,266 6,982 835
CIGNA CORP NEW COMMON 125523100   13,516,515 52,896 SH   DFND   47,520 5,021 355
CITIZENS FINL GROUP I COMMON 174610105   6,957,615 229,095 SH   DFND   226,080 440 2,575
COCA COLA CO COMMON 191216100   19,430,649 313,246 SH   DFND   279,341 32,055 1,850
CONOCOPHILLIPS COMMON 20825C104   19,066,773 192,186 SH   DFND   187,252 3,894 1,040
CORTEVA INC COM COMMON 22052L104   13,973,345 231,692 SH   DFND   223,902 6,255 1,535
COSTCO WHSL CORP NEW COMMON 22160K105   13,957,575 28,091 SH   DFND   27,429 440 222
CROWN CASTLE INTL COR COMMON 22822V101   867,417 6,481 SH   DFND   6,111 370 0
CUMMINS INC COMMON 231021106   11,784,906 49,334 SH   DFND   46,654 2,340 340
DANAHER CORP SHS BEN COMMON 235851102   16,590,533 65,825 SH   DFND   62,928 2,702 195
DAVE & BUSTERS ENTMT COMMON 238337109   8,712,608 236,820 SH   DFND   229,940 5,270 1,610
DEERE & CO COM COMMON 244199105   18,120,890 43,889 SH   DFND   39,187 4,467 235
DICKS SPORTING GOODS COMMON 253393102   397,292 2,800 SH   DFND   2,800 0 0
DOLLAR GEN CORP NEW C COMMON 256677105   1,641,588 7,800 SH   DFND   7,800 0 0
EATON CORP PLC SHS COMMON G29183103   6,708,818 39,155 SH   DFND   38,725 65 365
EXPEDIA INC DEL COM N COMMON 30212P303   12,976,210 133,734 SH   DFND   130,677 2,292 765
EXTRA SPACE STORAGE I COMMON 30225T102   2,214,219 13,590 SH   DFND   13,100 85 405
EXTREME NETWORKS INC COMMON 30226D106   19,265,312 1,007,600 SH   DFND   989,265 13,275 5,060
EXXON MOBIL CORP COMMON 30231G102   27,610,414 251,782 SH   DFND   237,700 12,832 1,250
FACEBOOK INC CL A COMMON 30303M102   12,090,541 57,047 SH   DFND   55,974 858 215
GE HEALTHCARE TECHNOL COMMON 36266G107   16,872,094 205,682 SH   DFND   201,219 3,113 1,350
GLOBAL PMTS INC COM COMMON 37940X102   12,341,600 117,271 SH   DFND   115,631 545 1,095
GOLDMAN SACHS GROUP I COMMON 38141G104   451,085 1,379 SH   DFND   129 1,250 0
HALOZYME THERAPEUTICS COMMON 40637H109   324,577 8,499 SH   DFND   8,499 0 0
HOME DEPOT INC COMMON 437076102   11,737,513 39,772 SH   DFND   33,417 6,110 245
HONEYWELL INTL INC CO COMMON 438516106   1,184,944 6,200 SH   DFND   0 6,200 0
HOSTESS BRANDS INC CL COMMON 44109J106   18,858,418 757,975 SH   DFND   744,875 8,210 4,890
HOWMET AEROSPACE INC COMMON 443201108   17,927,128 423,109 SH   DFND   369,734 51,025 2,350
INCYTE CORP COM COMMON 45337C102   5,172,364 71,570 SH   DFND   69,160 950 1,460
IRIDIUM COMMUNICATION COMMON 46269C102   13,569,297 219,107 SH   DFND   213,438 3,734 1,935
ISHARES TR RUSSELL100 COMMON 464287614   307,412 1,258 SH   DFND   1,153 105 0
ISHARES TR RUSSELL100 COMMON 464287598   237,830 1,562 SH   DFND   1,327 235 0
JAZZ PHARMACEUTICALS COMMON G50871105   17,507,653 119,645 SH   DFND   117,132 1,843 670
JOHNSON & JOHNSON COMMON 478160104   1,898,285 12,247 SH   DFND   9,648 2,599 0
JPMORGAN CHASE & CO COMMON 46625H100   26,100,181 200,293 SH   DFND   184,001 15,207 1,085
LAM RESEARCH CORP COM COMMON 512807108   18,508,080 34,913 SH   DFND   31,506 3,207 200
LAMAR ADVERTISING CO COMMON 512816109   11,594,432 116,072 SH   DFND   114,747 375 950
LAMB WESTON HLDGS INC COMMON 513272104   19,023,476 182,008 SH   DFND   178,786 3,007 215
LILLY, ELI AND COMPAN COMMON 532457108   26,442,310 76,997 SH   DFND   70,668 6,014 315
MANHATTAN ASSOCS INC COMMON 562750109   16,638,942 107,452 SH   DFND   105,417 1,280 755
MARRIOTT INTL INC NEW COMMON 571903202   18,855,004 113,557 SH   DFND   106,134 6,888 535
MASTERCARD INC CL A COMMON 57636Q104   24,209,284 66,617 SH   DFND   59,568 6,729 320
MCDONALDS CORP COMMON 580135101   1,607,758 5,750 SH   DFND   0 5,750 0
MCKESSON CORP COM COMMON 58155Q103   22,065,843 61,974 SH   DFND   58,522 3,087 365
MERCK & COMPANY COMMON 58933Y105   24,079,568 226,333 SH   DFND   202,992 22,196 1,145
METLIFE INC COMMON 59156R108   12,278,819 211,923 SH   DFND   206,708 3,695 1,520
MICROSOFT COMMON 594918104   104,611,385 362,856 SH   DFND   344,789 16,052 2,015
MORGAN STANLEY COMMON 617446448   13,291,691 151,386 SH   DFND   139,756 11,010 620
NASDAQ OMX GROUP INC COMMON 631103108   3,417,422 62,510 SH   DFND   56,255 6,255 0
NEXSTAR MEDIA GROUP I COMMON 65336K103   4,323,752 25,042 SH   DFND   22,947 1,845 250
NEXTERA ENERGY INC CO COMMON 65339F101   19,376,447 251,381 SH   DFND   235,417 14,719 1,245
NUCOR CORP COMMON 670346105   21,103,382 136,618 SH   DFND   127,892 8,011 715
NVIDIA CORP COM COMMON 67066G104   29,846,942 107,452 SH   DFND   101,926 5,006 520
OMNICOM GROUP COMMON 681919106   7,622,861 80,802 SH   DFND   79,251 1,041 510
ON SEMICONDUCTOR CORP COMMON 682189105   30,468,031 370,117 SH   DFND   362,876 5,351 1,890
PALO ALTO NETWORKS IN COMMON 697435105   26,756,771 133,958 SH   DFND   131,216 1,986 756
PENUMBRA INC COM COMMON 70975L107   9,758,330 35,015 SH   DFND   34,245 735 35
PEPSICO INC COMMON 713448108   21,003,512 115,214 SH   DFND   105,093 9,521 600
PIONEER NAT RES CO CO COMMON 723787107   17,852,414 87,409 SH   DFND   81,591 5,293 525
POWERSHARES EXCHANGE COMMON 46137V357   496,914 3,436 SH   DFND   3,335 101 0
PROCTER & GAMBLE COMP COMMON 742718109   19,781,569 133,039 SH   DFND   123,122 9,242 675
QUANTA SVCS INC COM COMMON 74762E102   24,353,270 146,143 SH   OTR   131,943 13,475 725
REATA PHARMACEUTICALS COMMON 75615P103   14,138,515 155,505 SH   DFND   152,555 2,320 630
REGENERON PHARMACEUTI COMMON 75886F107   16,109,662 19,606 SH   DFND   19,207 249 150
RESTAURANT BRANDS INT COMMON 76131D103   19,033,921 283,496 SH   DFND   265,121 17,275 1,100
SALESFORCE COM INC CO COMMON 79466L302   16,319,429 81,687 SH   DFND   79,880 1,202 605
SECTOR SPDR TR SBI FI COMMON 81369Y605   287,100 8,930 SH   DFND   8,930 0 0
SECTOR SPDR TR SBI TE COMMON 81369Y803   231,649 1,534 SH   DFND   1,534 0 0
SECTOR SPDR TR SBI UT COMMON 81369Y886   206,658 3,053 SH   DFND   3,053 0 0
SERVICENOW INC COM COMMON 81762P102   18,025,095 38,787 SH   DFND   38,065 677 45
SHOALS TECHNOLOGIES G COMMON 82489W107   9,330,112 409,395 SH   DFND   399,360 7,260 2,775
SPDR S&P MIDCAP 400 E COMMON 78467Y107   954,868 2,083 SH   DFND   686 332 1,065
SPDR TR UNIT SER 1 COMMON 78462F103   3,361,918 8,212 SH   DFND   7,882 55 275
SYSCO CORP COMMON 871829107   1,256,378 16,268 SH   DFND   15,203 50 1,015
T MOBILE US INC COM COMMON 872590104   20,706,616 142,962 SH   DFND   137,815 4,367 780
TARGET CORP COMMON 87612E106   5,702,475 34,429 SH   OTR   33,499 410 520
TECK COMINCO LTD CL B COMMON 878742204   9,778,496 267,904 SH   DFND   262,517 3,247 2,140
TELEDYNE TECHNOLOGIES COMMON 879360105   13,482,088 30,137 SH   DFND   29,350 537 250
TEXAS ROADHOUSE INC C COMMON 882681109   19,679,131 182,113 SH   DFND   171,866 9,222 1,025
THERMO FISHER SCIENTI COMMON 883556102   17,842,686 30,957 SH   DFND   29,901 866 190
TIMKEN CO COM COMMON 887389104   17,508,837 214,254 SH   DFND   201,024 12,315 915
TRAVELERS COMPANIES I COMMON 89417E109   19,159,353 111,775 SH   OTR   101,270 9,810 695
UBER TECHNOLOGIES INC COMMON 90353T100   9,057,609 285,729 SH   DFND   279,544 4,545 1,640
ULTA SALON COSMETCS & COMMON 90384S303   21,589,434 39,565 SH   DFND   38,875 475 215
UNITEDHEALTH GROUP IN COMMON 91324P102   21,410,690 45,305 SH   DFND   37,889 7,141 275
VANGUARD INDEX FDS S& COMMON 922908363   11,222,681 29,842 SH   DFND   24,222 4,161 1,459
VANGUARD SCOTTSDALE F COMMON 92206C714   501,743 7,510 SH   DFND   6,935 575 0
VERIZON COMMUNICATION COMMON 92343V104   3,148,612 80,962 SH   DFND   80,237 645 80
VERTEX PHARMACEUTICAL COMMON 92532F100   15,228,908 48,335 SH   DFND   47,369 751 215
VERTIV HOLDINGS CO CO COMMON 92537N108   12,834,854 896,915 SH   DFND   883,125 13,790 0
VICI PPTYS INC COM COMMON 925652109   17,155,967 525,934 SH   DFND   504,038 18,786 3,110
VISA INC COM CL A COMMON 92826C839   1,251,303 5,550 SH   DFND   1,400 4,150 0
WALT DISNEY CO COMMON 254687106   14,127,041 141,087 SH   DFND   132,051 8,261 775
WELLS FARGO & CO COMMON 949746101   13,576,117 363,192 SH   DFND   352,222 8,840 2,130
WESCO INTL INC COM COMMON 95082P105   11,685,078 75,612 SH   DFND   74,402 450 760
WORLD WRESTLING ENTMT COMMON 98156Q108   24,392,429 267,285 SH   DFND   241,788 24,537 960
XCEL ENERGY INC COM COMMON 98389B100   5,933,708 87,985 SH   DFND   87,618 262 105
ZOETIS INC CL A COMMON 98978V103   1,425,559 8,565 SH   DFND   8,535 30 0