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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 1,791 10,084 SH   DFND 1 0 10,084 0
ABBOTT LABS COM 002824100 32,290 229,429 SH   DFND 1 0 229,429 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 17,208 41,510 SH   DFND 1 0 41,510 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 25,975 45,807 SH   DFND 1 0 45,807 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,911 16,302 SH   DFND 1 0 16,302 0
ADVANCED MICRO DEVICES INC COM 007903107 42,034 292,108 SH   DFND 1 0 292,108 0
AGILENT TECHNOLOGIES INC COM 00846U101 41,073 257,271 SH   DFND 1 0 257,271 0
AIR PRODS & CHEMS INC COM 009158106 16,076 52,835 SH   DFND 1 0 52,835 0
AIRBNB INC COM CL A 009066101 22,747 136,629 SH   DFND 1 0 136,629 0
ALIGN TECHNOLOGY INC COM 016255101 18,293 27,835 SH   DFND 1 0 27,835 0
ALLEGION PLC ORD SHS G0176J109 667 5,035 SH   DFND 1 0 5,035 0
ALLIANT ENERGY CORP COM 018802108 1,712 27,846 SH   DFND 1 0 27,846 0
ALLSTATE CORP COM 020002101 4,882 41,493 SH   DFND 1 0 41,493 0
ALLY FINL INC COM 02005N100 20,269 425,739 SH   DFND 1 0 425,739 0
ALPHABET INC CAP STK CL C 02079K107 106,198 36,701 SH   DFND 1 0 36,701 0
ALPHABET INC CAP STK CL A 02079K305 75,871 26,189 SH   DFND 1 0 26,189 0
ALTICE USA INC CL A 02156K103 9,570 591,469 SH   DFND 1 0 591,469 0
ALTRIA GROUP INC COM 02209S103 3,830 80,812 SH   DFND 1 0 80,812 0
AMAZON COM INC COM 023135106 65,540 19,656 SH   DFND 1 0 19,656 0
AMCOR PLC ORD G0250X107 5,399 449,518 SH   DFND 1 0 449,518 0
AMERICAN ELEC PWR CO INC COM 025537101 23,710 266,495 SH   DFND 1 0 266,495 0
AMERISOURCEBERGEN CORP COM 03073E105 4,294 32,313 SH   DFND 1 0 32,313 0
AMETEK INC COM 031100100 16,390 111,468 SH   DFND 1 0 111,468 0
AMGEN INC COM 031162100 2,710 12,044 SH   DFND 1 0 12,044 0
ANTHEM INC COM 036752103 27,641 59,630 SH   DFND 1 0 59,630 0
AON PLC SHS CL A G0403H108 9,006 29,965 SH   DFND 1 0 29,965 0
APPLE INC COM 037833100 195,301 1,099,851 SH   DFND 1 0 1,099,851 0
ARISTA NETWORKS INC COM 040413106 14,552 101,230 SH   DFND 1 0 101,230 0
AT&T INC COM 00206R102 242 9,845 SH   DFND 1 0 9,845 0
AUTOLIV INC COM 052800109 14,118 136,529 SH   DFND 1 0 136,529 0
AUTOZONE INC COM 053332102 44,328 21,145 SH   DFND 1 0 21,145 0
AVALARA INC COM 05338G106 12,414 96,148 SH   DFND 1 0 96,148 0
AVANTOR INC COM 05352A100 5,135 121,853 SH   DFND 1 0 121,853 0
BAXTER INTL INC COM 071813109 5,426 63,209 SH   DFND 1 0 63,209 0
BENTLEY SYS INC COM CL B 08265T208 506 10,463 SH   DFND 1 0 10,463 0
BERKLEY W R CORP COM 084423102 1,114 13,516 SH   DFND 1 0 13,516 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,987 100,291 SH   DFND 1 0 100,291 0
BEST BUY INC COM 086516101 12,074 118,840 SH   DFND 1 0 118,840 0
BILL COM HLDGS INC COM 090043100 1,232 4,946 SH   DFND 1 0 4,946 0
BIO RAD LABS INC CL A 090572207 5,667 7,500 SH   DFND 1 0 7,500 0
BIO-TECHNE CORP COM 09073M104 12,868 24,874 SH   DFND 1 0 24,874 0
BIOGEN INC COM 09062X103 20,934 87,255 SH   DFND 1 0 87,255 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 5,288 59,851 SH   DFND 1 0 59,851 0
BK OF AMERICA CORP COM 060505104 20,627 463,633 SH   DFND 1 0 463,633 0
BOOKING HOLDINGS INC COM 09857L108 25,859 10,778 SH   DFND 1 0 10,778 0
BORGWARNER INC COM 099724106 15,804 350,659 SH   DFND 1 0 350,659 0
BRISTOL-MYERS SQUIBB CO COM 110122108 35,764 573,601 SH   DFND 1 0 573,601 0
BROADCOM INC COM 11135F101 6,514 9,790 SH   DFND 1 0 9,790 0
BROWN & BROWN INC COM 115236101 26,033 370,412 SH   DFND 1 0 370,412 0
BROWN FORMAN CORP CL B 115637209 8,764 120,281 SH   DFND 1 0 120,281 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,561 42,378 SH   DFND 1 0 42,378 0
CADENCE DESIGN SYSTEM INC COM 127387108 279 1,498 SH   DFND 1 0 1,498 0
CAMDEN PPTY TR SH BEN INT 133131102 3,840 21,490 SH   DFND 1 0 21,490 0
CAMPBELL SOUP CO COM 134429109 5,505 126,678 SH   DFND 1 0 126,678 0
CAPITAL ONE FINL CORP COM 14040H105 20,745 142,981 SH   DFND 1 0 142,981 0
CARDINAL HEALTH INC COM 14149Y108 24,976 485,074 SH   DFND 1 0 485,074 0
CARLYLE GROUP INC COM 14316J108 3,375 61,468 SH   DFND 1 0 61,468 0
CARNIVAL CORP COMMON STOCK 143658300 1,384 68,763 SH   DFND 1 0 68,763 0
CATALENT INC COM 148806102 12,987 101,439 SH   DFND 1 0 101,439 0
CATERPILLAR INC COM 149123101 9,001 43,537 SH   DFND 1 0 43,537 0
CBRE GROUP INC CL A 12504L109 3,829 35,290 SH   DFND 1 0 35,290 0
CF INDS HLDGS INC COM 125269100 15,583 220,154 SH   DFND 1 0 220,154 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 32,655 50,087 SH   DFND 1 0 50,087 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,975 16,947 SH   DFND 1 0 16,947 0
CHEVRON CORP NEW COM 166764100 24,958 212,676 SH   DFND 1 0 212,676 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 12,003 6,866 SH   DFND 1 0 6,866 0
CIGNA CORP NEW COM 125523100 3,323 14,472 SH   DFND 1 0 14,472 0
CITIGROUP INC COM NEW 172967424 14,035 232,411 SH   DFND 1 0 232,411 0
CLOROX CO DEL COM 189054109 7,980 45,767 SH   DFND 1 0 45,767 0
CLOUDFLARE INC CL A COM 18915M107 24,277 184,619 SH   DFND 1 0 184,619 0
COCA COLA CO COM 191216100 31,343 529,355 SH   DFND 1 0 529,355 0
COGNEX CORP COM 192422103 5,171 66,496 SH   DFND 1 0 66,496 0
COLGATE PALMOLIVE CO COM 194162103 29,601 346,860 SH   DFND 1 0 346,860 0
COMCAST CORP NEW CL A 20030N101 28,171 559,716 SH   DFND 1 0 559,716 0
CONAGRA BRANDS INC COM 205887102 28,007 820,108 SH   DFND 1 0 820,108 0
CONOCOPHILLIPS COM 20825C104 10,659 147,672 SH   DFND 1 0 147,672 0
COPART INC COM 217204106 11,807 77,874 SH   DFND 1 0 77,874 0
CORNING INC COM 219350105 10,686 287,026 SH   DFND 1 0 287,026 0
CORTEVA INC COM 22052L104 4,785 101,208 SH   DFND 1 0 101,208 0
COSTAR GROUP INC COM 22160N109 9,220 116,660 SH   DFND 1 0 116,660 0
COSTCO WHSL CORP NEW COM 22160K105 12,953 22,816 SH   DFND 1 0 22,816 0
COUPA SOFTWARE INC COM 22266L106 11,531 72,958 SH   DFND 1 0 72,958 0
CROWDSTRIKE HLDGS INC CL A 22788C105 35,504 173,401 SH   DFND 1 0 173,401 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,104 34,031 SH   DFND 1 0 34,031 0
CSX CORP COM 126408103 19,318 513,768 SH   DFND 1 0 513,768 0
CUMMINS INC COM 231021106 10,797 49,497 SH   DFND 1 0 49,497 0
CVS HEALTH CORP COM 126650100 43,831 424,888 SH   DFND 1 0 424,888 0
D R HORTON INC COM 23331A109 14,166 130,621 SH   DFND 1 0 130,621 0
DANAHER CORPORATION COM 235851102 299 909 SH   DFND 1 0 909 0
DATADOG INC CL A COM 23804L103 23,634 132,695 SH   DFND 1 0 132,695 0
DAVITA INC COM 23918K108 1,043 9,170 SH   DFND 1 0 9,170 0
DEERE & CO COM 244199105 31,866 92,933 SH   DFND 1 0 92,933 0
DELL TECHNOLOGIES INC CL C 24703L202 1,431 25,475 SH   DFND 1 0 25,475 0
DEVON ENERGY CORP NEW COM 25179M103 6,077 137,967 SH   DFND 1 0 137,967 0
DEXCOM INC COM 252131107 14,763 27,495 SH   DFND 1 0 27,495 0
DISCOVER FINL SVCS COM 254709108 8,728 75,526 SH   DFND 1 0 75,526 0
DISNEY WALT CO COM 254687106 1,021 6,589 SH   DFND 1 0 6,589 0
DOCUSIGN INC COM 256163106 16,156 106,074 SH   DFND 1 0 106,074 0
DOLLAR GEN CORP NEW COM 256677105 9,705 41,151 SH   DFND 1 0 41,151 0
DOORDASH INC CL A 25809K105 17,978 120,741 SH   DFND 1 0 120,741 0
DOW INC COM 260557103 37,979 669,581 SH   DFND 1 0 669,581 0
DROPBOX INC CL A 26210C104 23,900 973,904 SH   DFND 1 0 973,904 0
DYNATRACE INC COM NEW 268150109 4,579 75,882 SH   DFND 1 0 75,882 0
EASTMAN CHEM CO COM 277432100 12,282 101,576 SH   DFND 1 0 101,576 0
EBAY INC. COM 278642103 13,615 204,732 SH   DFND 1 0 204,732 0
EDWARDS LIFESCIENCES CORP COM 28176E108 12,678 97,864 SH   DFND 1 0 97,864 0
ELECTRONIC ARTS INC COM 285512109 238 1,803 SH   DFND 1 0 1,803 0
EMERSON ELEC CO COM 291011104 30,509 328,159 SH   DFND 1 0 328,159 0
ENPHASE ENERGY INC COM 29355A107 11,531 63,033 SH   DFND 1 0 63,033 0
ENTERGY CORP NEW COM 29364G103 3,443 30,564 SH   DFND 1 0 30,564 0
EOG RES INC COM 26875P101 16,278 183,252 SH   DFND 1 0 183,252 0
EPAM SYS INC COM 29414B104 12,138 18,159 SH   DFND 1 0 18,159 0
EQUITABLE HLDGS INC COM 29452E101 3,665 111,771 SH   DFND 1 0 111,771 0
EXPEDIA GROUP INC COM NEW 30212P303 5,685 31,456 SH   DFND 1 0 31,456 0
EXPEDITORS INTL WASH INC COM 302130109 216 1,607 SH   DFND 1 0 1,607 0
EXTRA SPACE STORAGE INC COM 30225T102 21,684 95,638 SH   DFND 1 0 95,638 0
EXXON MOBIL CORP COM 30231G102 5,500 89,888 SH   DFND 1 0 89,888 0
F5 INC COM 315616102 12,061 49,288 SH   DFND 1 0 49,288 0
FAIR ISAAC CORP COM 303250104 27,202 62,725 SH   DFND 1 0 62,725 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 12,299 235,696 SH   DFND 1 0 235,696 0
FIDELITY NATL INFORMATION SV COM 31620M106 29,625 271,414 SH   DFND 1 0 271,414 0
FIVERR INTL LTD ORD SHS M4R82T106 3,445 30,302 SH   DFND 1 0 30,302 0
FORD MTR CO DEL COM 345370860 13,622 655,832 SH   DFND 1 0 655,832 0
FOX CORP CL A COM 35137L105 675 18,285 SH   DFND 1 0 18,285 0
FREEPORT-MCMORAN INC CL B 35671D857 21,697 519,927 SH   DFND 1 0 519,927 0
GARMIN LTD SHS H2906T109 13,362 98,126 SH   DFND 1 0 98,126 0
GARTNER INC COM 366651107 23,957 71,658 SH   DFND 1 0 71,658 0
GENERAL ELECTRIC CO COM NEW 369604301 2,699 28,573 SH   DFND 1 0 28,573 0
GILEAD SCIENCES INC COM 375558103 6,059 83,448 SH   DFND 1 0 83,448 0
GLOBAL PMTS INC COM 37940X102 3,294 24,371 SH   DFND 1 0 24,371 0
GLOBE LIFE INC COM 37959E102 1,952 20,828 SH   DFND 1 0 20,828 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,993 20,893 SH   DFND 1 0 20,893 0
HALLIBURTON CO COM 406216101 11,951 522,560 SH   DFND 1 0 522,560 0
HEICO CORP NEW COM 422806109 7,171 49,720 SH   DFND 1 0 49,720 0
HENRY JACK & ASSOC INC COM 426281101 2,995 17,935 SH   DFND 1 0 17,935 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 539 3,454 SH   DFND 1 0 3,454 0
HOME DEPOT INC COM 437076102 16,105 38,806 SH   DFND 1 0 38,806 0
HONEYWELL INTL INC COM 438516106 25,458 122,095 SH   DFND 1 0 122,095 0
HORIZON THERAPEUTICS PUB L SHS G46188101 18,052 167,521 SH   DFND 1 0 167,521 0
HOWMET AEROSPACE INC COM 443201108 5,596 175,820 SH   DFND 1 0 175,820 0
HUBSPOT INC COM 443573100 32,756 49,695 SH   DFND 1 0 49,695 0
IDEX CORP COM 45167R104 3,058 12,941 SH   DFND 1 0 12,941 0
IDEXX LABS INC COM 45168D104 10,615 16,121 SH   DFND 1 0 16,121 0
INCYTE CORP COM 45337C102 21,370 291,149 SH   DFND 1 0 291,149 0
INMODE LTD SHS M5425M103 3,411 48,331 SH   DFND 1 0 48,331 0
INTEL CORP COM 458140100 5,962 115,763 SH   DFND 1 0 115,763 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 60,332 441,121 SH   DFND 1 0 441,121 0
INTUIT COM 461202103 9,961 15,486 SH   DFND 1 0 15,486 0
INTUITIVE SURGICAL INC COM NEW 46120E602 32,134 89,434 SH   DFND 1 0 89,434 0
INVESCO LTD SHS G491BT108 7,985 346,862 SH   DFND 1 0 346,862 0
INVITATION HOMES INC COM 46187W107 2,589 57,097 SH   DFND 1 0 57,097 0
IPG PHOTONICS CORP COM 44980X109 5,317 30,889 SH   DFND 1 0 30,889 0
IQVIA HLDGS INC COM 46266C105 6,485 22,986 SH   DFND 1 0 22,986 0
JOHNSON & JOHNSON COM 478160104 13,802 80,680 SH   DFND 1 0 80,680 0
JPMORGAN CHASE & CO COM 46625H100 17,582 111,031 SH   DFND 1 0 111,031 0
KEURIG DR PEPPER INC COM 49271V100 3,783 102,621 SH   DFND 1 0 102,621 0
KEYCORP COM 493267108 4,255 183,945 SH   DFND 1 0 183,945 0
KINDER MORGAN INC DEL COM 49456B101 8,350 526,477 SH   DFND 1 0 526,477 0
KLA CORP COM NEW 482480100 24,609 57,216 SH   DFND 1 0 57,216 0
KROGER CO COM 501044101 26,543 586,455 SH   DFND 1 0 586,455 0
LAMB WESTON HLDGS INC COM 513272104 11,870 187,284 SH   DFND 1 0 187,284 0
LAUDER ESTEE COS INC CL A 518439104 15,186 41,021 SH   DFND 1 0 41,021 0
LEAR CORP COM NEW 521865204 7,101 38,816 SH   DFND 1 0 38,816 0
LENNOX INTL INC COM 526107107 7,120 21,952 SH   DFND 1 0 21,952 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 3,262 117,603 SH   DFND 1 0 117,603 0
LILLY ELI & CO COM 532457108 2,607 9,439 SH   DFND 1 0 9,439 0
LINDE PLC SHS G5494J103 22,260 64,256 SH   DFND 1 0 64,256 0
LIVE NATION ENTERTAINMENT IN COM 538034109 8,828 73,757 SH   DFND 1 0 73,757 0
LKQ CORP COM 501889208 5,887 98,063 SH   DFND 1 0 98,063 0
LOCKHEED MARTIN CORP COM 539830109 8,873 24,966 SH   DFND 1 0 24,966 0
LOEWS CORP COM 540424108 1,103 19,093 SH   DFND 1 0 19,093 0
LOWES COS INC COM 548661107 66,068 255,603 SH   DFND 1 0 255,603 0
LUMEN TECHNOLOGIES INC COM 550241103 32,510 2,590,449 SH   DFND 1 0 2,590,449 0
LYFT INC CL A COM 55087P104 24,538 574,268 SH   DFND 1 0 574,268 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 11,660 126,425 SH   DFND 1 0 126,425 0
MARKETAXESS HLDGS INC COM 57060D108 6,698 16,285 SH   DFND 1 0 16,285 0
MARRIOTT INTL INC NEW CL A 571903202 24,402 147,676 SH   DFND 1 0 147,676 0
MARSH & MCLENNAN COS INC COM 571748102 7,136 41,053 SH   DFND 1 0 41,053 0
MASTERCARD INCORPORATED CL A 57636Q104 747 2,080 SH   DFND 1 0 2,080 0
MATCH GROUP INC NEW COM 57667L107 4,236 32,034 SH   DFND 1 0 32,034 0
MCDONALDS CORP COM 580135101 474 1,768 SH   DFND 1 0 1,768 0
MEDTRONIC PLC SHS G5960L103 22,757 219,981 SH   DFND 1 0 219,981 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 414 40,670 SH   DFND 1 0 40,670 0
MERCADOLIBRE INC COM 58733R102 6,274 4,653 SH   DFND 1 0 4,653 0
MERCK & CO INC COM 58933Y105 17,747 231,563 SH   DFND 1 0 231,563 0
META PLATFORMS INC CL A 30303M102 54,634 162,433 SH   DFND 1 0 162,433 0
METLIFE INC COM 59156R108 32,747 524,043 SH   DFND 1 0 524,043 0
METTLER TOLEDO INTERNATIONAL COM 592688105 5,720 3,370 SH   DFND 1 0 3,370 0
MGM RESORTS INTERNATIONAL COM 552953101 30,766 685,526 SH   DFND 1 0 685,526 0
MICRON TECHNOLOGY INC COM 595112103 28,431 305,214 SH   DFND 1 0 305,214 0
MICROSOFT CORP COM 594918104 176,726 525,469 SH   DFND 1 0 525,469 0
MODERNA INC COM 60770K107 8,128 32,002 SH   DFND 1 0 32,002 0
MOLSON COORS BEVERAGE CO CL B 60871R209 11,188 241,381 SH   DFND 1 0 241,381 0
MONOLITHIC PWR SYS INC COM 609839105 2,900 5,879 SH   DFND 1 0 5,879 0
MONSTER BEVERAGE CORP NEW COM 61174X109 5,192 54,064 SH   DFND 1 0 54,064 0
MORGAN STANLEY COM NEW 617446448 42,907 437,110 SH   DFND 1 0 437,110 0
MOSAIC CO NEW COM 61945C103 16,937 431,075 SH   DFND 1 0 431,075 0
MSCI INC COM 55354G100 6,763 11,039 SH   DFND 1 0 11,039 0
NEWELL BRANDS INC COM 651229106 1,811 82,915 SH   DFND 1 0 82,915 0
NEWS CORP NEW CL A 65249B109 9,771 437,984 SH   DFND 1 0 437,984 0
NIKE INC CL B 654106103 31,629 189,768 SH   DFND 1 0 189,768 0
NISOURCE INC COM 65473P105 19,333 700,222 SH   DFND 1 0 700,222 0
NORDSON CORP COM 655663102 9,873 38,675 SH   DFND 1 0 38,675 0
NORFOLK SOUTHN CORP COM 655844108 6,433 21,609 SH   DFND 1 0 21,609 0
NVIDIA CORPORATION COM 67066G104 55,210 187,718 SH   DFND 1 0 187,718 0
OCCIDENTAL PETE CORP COM 674599105 4,492 154,959 SH   DFND 1 0 154,959 0
OMEGA HEALTHCARE INVS INC COM 681936100 3,304 111,676 SH   DFND 1 0 111,676 0
ON SEMICONDUCTOR CORP COM 682189105 6,787 99,922 SH   DFND 1 0 99,922 0
OREILLY AUTOMOTIVE INC COM 67103H107 32,443 45,938 SH   DFND 1 0 45,938 0
OTIS WORLDWIDE CORP COM 68902V107 17,403 199,872 SH   DFND 1 0 199,872 0
OWENS CORNING NEW COM 690742101 25,943 286,667 SH   DFND 1 0 286,667 0
PALO ALTO NETWORKS INC COM 697435105 11,088 19,915 SH   DFND 1 0 19,915 0
PARKER-HANNIFIN CORP COM 701094104 26,452 83,150 SH   DFND 1 0 83,150 0
PAYCOM SOFTWARE INC COM 70432V102 26,586 64,033 SH   DFND 1 0 64,033 0
PAYPAL HLDGS INC COM 70450Y103 7,175 38,049 SH   DFND 1 0 38,049 0
PENN NATL GAMING INC COM 707569109 236 4,549 SH   DFND 1 0 4,549 0
PFIZER INC COM 717081103 37,362 632,710 SH   DFND 1 0 632,710 0
PG&E CORP COM 69331C108 2,124 174,981 SH   DFND 1 0 174,981 0
PHILIP MORRIS INTL INC COM 718172109 1,961 20,639 SH   DFND 1 0 20,639 0
PHILLIPS 66 COM 718546104 31,823 439,181 SH   DFND 1 0 439,181 0
PINNACLE WEST CAP CORP COM 723484101 393 5,562 SH   DFND 1 0 5,562 0
PINTEREST INC CL A 72352L106 21,392 588,510 SH   DFND 1 0 588,510 0
POOL CORP COM 73278L105 30,566 54,003 SH   DFND 1 0 54,003 0
PRICE T ROWE GROUP INC COM 74144T108 1,679 8,537 SH   DFND 1 0 8,537 0
PROLOGIS INC. COM 74340W103 2,781 16,517 SH   DFND 1 0 16,517 0
PUBLIC STORAGE COM 74460D109 22,525 60,136 SH   DFND 1 0 60,136 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 4,451 66,706 SH   DFND 1 0 66,706 0
QUALCOMM INC COM 747525103 40,798 223,101 SH   DFND 1 0 223,101 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 4,875 56,642 SH   DFND 1 0 56,642 0
REGENERON PHARMACEUTICALS COM 75886F107 28,615 45,312 SH   DFND 1 0 45,312 0
RINGCENTRAL INC CL A 76680R206 5,905 31,520 SH   DFND 1 0 31,520 0
ROLLINS INC COM 775711104 1,964 57,398 SH   DFND 1 0 57,398 0
ROPER TECHNOLOGIES INC COM 776696106 1,843 3,748 SH   DFND 1 0 3,748 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,469 19,101 SH   DFND 1 0 19,101 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 562 14,094 SH   DFND 1 0 14,094 0
S&P GLOBAL INC COM 78409V104 52,918 112,132 SH   DFND 1 0 112,132 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,732 12,164 SH   DFND 1 0 12,164 0
SCHLUMBERGER LTD COM STK 806857108 9,645 322,024 SH   DFND 1 0 322,024 0
SEI INVTS CO COM 784117103 10,034 164,648 SH   DFND 1 0 164,648 0
SERVICENOW INC COM 81762P102 10,453 16,103 SH   DFND 1 0 16,103 0
SIMON PPTY GROUP INC NEW COM 828806109 10,028 62,763 SH   DFND 1 0 62,763 0
SIRIUS XM HOLDINGS INC COM 82968B103 21,594 3,400,577 SH   DFND 1 0 3,400,577 0
SKYWORKS SOLUTIONS INC COM 83088M102 230 1,481 SH   DFND 1 0 1,481 0
SNAP INC CL A 83304A106 491 10,439 SH   DFND 1 0 10,439 0
SNAP ON INC COM 833034101 10,617 49,293 SH   DFND 1 0 49,293 0
SNOWFLAKE INC CL A 833445109 833 2,459 SH   DFND 1 0 2,459 0
SOUTHWEST AIRLS CO COM 844741108 3,819 89,140 SH   DFND 1 0 89,140 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 20,566 250,866 SH   DFND 1 0 250,866 0
STARBUCKS CORP COM 855244109 54,830 468,750 SH   DFND 1 0 468,750 0
STATE STR CORP COM 857477103 746 8,026 SH   DFND 1 0 8,026 0
STEEL DYNAMICS INC COM 858119100 8,181 131,799 SH   DFND 1 0 131,799 0
SUN CMNTYS INC COM 866674104 44,455 211,719 SH   DFND 1 0 211,719 0
SYNOPSYS INC COM 871607107 44,975 122,048 SH   DFND 1 0 122,048 0
TARGET CORP COM 87612E106 39,762 171,801 SH   DFND 1 0 171,801 0
TE CONNECTIVITY LTD SHS H84989104 5,967 36,982 SH   DFND 1 0 36,982 0
TELEDYNE TECHNOLOGIES INC COM 879360105 10,626 24,321 SH   DFND 1 0 24,321 0
TELEFLEX INCORPORATED COM 879369106 30,760 93,642 SH   DFND 1 0 93,642 0
TERADYNE INC COM 880770102 30,710 187,795 SH   DFND 1 0 187,795 0
TESLA INC COM 88160R101 61,504 58,199 SH   DFND 1 0 58,199 0
TEXAS INSTRS INC COM 882508104 39,888 211,641 SH   DFND 1 0 211,641 0
TEXTRON INC COM 883203101 24,970 323,442 SH   DFND 1 0 323,442 0
THE TRADE DESK INC COM CL A 88339J105 6,601 72,027 SH   DFND 1 0 72,027 0
TRACTOR SUPPLY CO COM 892356106 9,887 41,439 SH   DFND 1 0 41,439 0
TRANE TECHNOLOGIES PLC SHS G8994E103 576 2,850 SH   DFND 1 0 2,850 0
TRANSDIGM GROUP INC COM 893641100 16,054 25,231 SH   DFND 1 0 25,231 0
TWITTER INC COM 90184L102 16,141 373,461 SH   DFND 1 0 373,461 0
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UBER TECHNOLOGIES INC COM 90353T100 37,310 889,823 SH   DFND 1 0 889,823 0
UDR INC COM 902653104 22,068 367,863 SH   DFND 1 0 367,863 0
UNION PAC CORP COM 907818108 7,247 28,764 SH   DFND 1 0 28,764 0
UNITED PARCEL SERVICE INC CL B 911312106 15,306 71,410 SH   DFND 1 0 71,410 0
UNITED RENTALS INC COM 911363109 33,935 102,125 SH   DFND 1 0 102,125 0
UNITEDHEALTH GROUP INC COM 91324P102 50,233 100,038 SH   DFND 1 0 100,038 0
UPSTART HLDGS INC COM 91680M107 11,903 78,672 SH   DFND 1 0 78,672 0
US BANCORP DEL COM NEW 902973304 18,095 322,148 SH   DFND 1 0 322,148 0
VAIL RESORTS INC COM 91879Q109 4,472 13,639 SH   DFND 1 0 13,639 0
VEEVA SYS INC CL A COM 922475108 14,944 58,492 SH   DFND 1 0 58,492 0
VERIZON COMMUNICATIONS INC COM 92343V104 27,357 526,498 SH   DFND 1 0 526,498 0
VIACOMCBS INC CL B 92556H206 4,373 144,897 SH   DFND 1 0 144,897 0
VIATRIS INC COM 92556V106 3,925 290,112 SH   DFND 1 0 290,112 0
VICI PPTYS INC COM 925652109 24,586 816,528 SH   DFND 1 0 816,528 0
VISA INC COM CL A 92826C839 77,873 359,343 SH   DFND 1 0 359,343 0
VISTRA CORP COM 92840M102 16,687 732,843 SH   DFND 1 0 732,843 0
VOYA FINANCIAL INC COM 929089100 13,601 205,111 SH   DFND 1 0 205,111 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,604 88,267 SH   DFND 1 0 88,267 0
WALMART INC COM 931142103 37,003 255,742 SH   DFND 1 0 255,742 0
WASTE MGMT INC DEL COM 94106L109 5,940 35,588 SH   DFND 1 0 35,588 0
WATERS CORP COM 941848103 3,508 9,415 SH   DFND 1 0 9,415 0
WEC ENERGY GROUP INC COM 92939U106 1,036 10,672 SH   DFND 1 0 10,672 0
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WEST PHARMACEUTICAL SVSC INC COM 955306105 1,739 3,707 SH   DFND 1 0 3,707 0
WESTERN DIGITAL CORP. COM 958102105 1,683 25,815 SH   DFND 1 0 25,815 0
WESTROCK CO COM 96145D105 13,097 295,234 SH   DFND 1 0 295,234 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 5,547 134,712 SH   DFND 1 0 134,712 0
WILLIAMS COS INC COM 969457100 2,592 99,538 SH   DFND 1 0 99,538 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 18,074 76,103 SH   DFND 1 0 76,103 0
WIX COM LTD SHS M98068105 529 3,351 SH   DFND 1 0 3,351 0
WORKDAY INC CL A 98138H101 497 1,821 SH   DFND 1 0 1,821 0
WP CAREY INC COM 92936U109 726 8,845 SH   DFND 1 0 8,845 0
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ZIMMER BIOMET HOLDINGS INC COM 98956P102 10,518 82,794 SH   DFND 1 0 82,794 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 20,364 110,726 SH   DFND 1 0 110,726 0
ZSCALER INC COM 98980G102 841 2,616 SH   DFND 1 0 2,616 0