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 9,677 74,775 SH   DFND 1 0 74,775 0
ABBOTT LABS COM 002824100 68,125 627,011 SH   DFND 1 0 627,011 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 36,459 131,314 SH   DFND 1 0 131,314 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 28,725 78,472 SH   DFND 1 0 78,472 0
ADVANCE AUTO PARTS INC COM 00751Y106 21,157 122,234 SH   DFND 1 0 122,234 0
AGNC INVT CORP COM 00123Q104 2,377 214,767 SH   DFND 1 0 214,767 0
AIRBNB INC COM CL A 009066101 6,519 73,184 SH   DFND 1 0 73,184 0
ALBEMARLE CORP COM 012653101 5,116 24,481 SH   DFND 1 0 24,481 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,841 12,691 SH   DFND 1 0 12,691 0
ALIGN TECHNOLOGY INC COM 016255101 5,364 22,665 SH   DFND 1 0 22,665 0
ALLSTATE CORP COM 020002101 6,593 52,023 SH   DFND 1 0 52,023 0
ALLY FINL INC COM 02005N100 5,597 167,036 SH   DFND 1 0 167,036 0
ALPHABET INC CAP STK CL A 02079K305 45,802 21,017 SH   DFND 1 0 21,017 0
ALPHABET INC CAP STK CL C 02079K107 52,398 23,954 SH   DFND 1 0 23,954 0
AMAZON COM INC COM 023135106 42,294 398,214 SH   DFND 1 0 398,214 0
AMCOR PLC ORD G0250X107 3,043 244,835 SH   DFND 1 0 244,835 0
AMERCO COM 023586100 527 1,101 SH   DFND 1 0 1,101 0
AMERICAN ELEC PWR CO INC COM 025537101 8,631 89,959 SH   DFND 1 0 89,959 0
AMERICAN EXPRESS CO COM 025816109 16,726 120,658 SH   DFND 1 0 120,658 0
AMERICAN INTL GROUP INC COM NEW 026874784 4,496 87,927 SH   DFND 1 0 87,927 0
AMERISOURCEBERGEN CORP COM 03073E105 13,802 97,552 SH   DFND 1 0 97,552 0
AMETEK INC COM 031100100 10,863 98,853 SH   DFND 1 0 98,853 0
AMGEN INC COM 031162100 15,061 61,904 SH   DFND 1 0 61,904 0
AMPHENOL CORP NEW CL A 032095101 7,660 118,975 SH   DFND 1 0 118,975 0
AON PLC SHS CL A G0403H108 19,243 71,354 SH   DFND 1 0 71,354 0
APPLE INC COM 037833100 157,015 1,148,445 SH   DFND 1 0 1,148,445 0
APPLIED MATLS INC COM 038222105 3,783 41,577 SH   DFND 1 0 41,577 0
ARISTA NETWORKS INC COM 040413106 23,822 254,128 SH   DFND 1 0 254,128 0
ASANA INC CL A 04342Y104 5,719 325,337 SH   DFND 1 0 325,337 0
AUTODESK INC COM 052769106 24,689 143,576 SH   DFND 1 0 143,576 0
AUTOMATIC DATA PROCESSING IN COM 053015103 18,201 86,656 SH   DFND 1 0 86,656 0
AVERY DENNISON CORP COM 053611109 5,364 33,140 SH   DFND 1 0 33,140 0
BATH & BODY WORKS INC COM 070830104 23,339 866,966 SH   DFND 1 0 866,966 0
BENTLEY SYS INC COM CL B 08265T208 4,505 135,278 SH   DFND 1 0 135,278 0
BERKLEY W R CORP COM 084423102 16,543 242,350 SH   DFND 1 0 242,350 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,944 98,689 SH   DFND 1 0 98,689 0
BEST BUY INC COM 086516101 20,639 316,604 SH   DFND 1 0 316,604 0
BIOGEN INC COM 09062X103 18,322 89,841 SH   DFND 1 0 89,841 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 7,049 85,058 SH   DFND 1 0 85,058 0
BK OF AMERICA CORP COM 060505104 15,808 507,801 SH   DFND 1 0 507,801 0
BLACKROCK INC COM 09247X101 2,776 4,558 SH   DFND 1 0 4,558 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 943 10,437 SH   DFND 1 0 10,437 0
BORGWARNER INC COM 099724106 8,030 240,628 SH   DFND 1 0 240,628 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,836 36,837 SH   DFND 1 0 36,837 0
BROADCOM INC COM 11135F101 17,884 36,813 SH   DFND 1 0 36,813 0
BROWN FORMAN CORP CL B 115637209 11,920 169,895 SH   DFND 1 0 169,895 0
BUNGE LIMITED COM G16962105 11,985 132,154 SH   DFND 1 0 132,154 0
CABLE ONE INC COM 12685J105 3,615 2,804 SH   DFND 1 0 2,804 0
CADENCE DESIGN SYSTEM INC COM 127387108 12,881 85,853 SH   DFND 1 0 85,853 0
CAMPBELL SOUP CO COM 134429109 15,663 325,965 SH   DFND 1 0 325,965 0
CAPITAL ONE FINL CORP COM 14040H105 1,089 10,449 SH   DFND 1 0 10,449 0
CARDINAL HEALTH INC COM 14149Y108 26,781 512,357 SH   DFND 1 0 512,357 0
CARNIVAL CORP COMMON STOCK 143658300 596 68,955 SH   DFND 1 0 68,955 0
CARRIER GLOBAL CORPORATION COM 14448C104 5,644 158,266 SH   DFND 1 0 158,266 0
CBRE GROUP INC CL A 12504L109 7,282 98,925 SH   DFND 1 0 98,925 0
CDW CORP COM 12514G108 6,098 38,704 SH   DFND 1 0 38,704 0
CENTENE CORP DEL COM 15135B101 25,584 302,380 SH   DFND 1 0 302,380 0
CF INDS HLDGS INC COM 125269100 47,289 551,601 SH   DFND 1 0 551,601 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 23,679 50,539 SH   DFND 1 0 50,539 0
CHENIERE ENERGY INC COM NEW 16411R208 763 5,732 SH   DFND 1 0 5,732 0
CHEVRON CORP NEW COM 166764100 18,045 124,636 SH   DFND 1 0 124,636 0
CHEWY INC CL A 16679L109 8,242 237,379 SH   DFND 1 0 237,379 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,660 5,095 SH   DFND 1 0 5,095 0
CINTAS CORP COM 172908105 6,696 17,925 SH   DFND 1 0 17,925 0
CISCO SYS INC COM 17275R102 17,576 412,191 SH   DFND 1 0 412,191 0
CITIGROUP INC COM NEW 172967424 343 7,455 SH   DFND 1 0 7,455 0
CLARIVATE PLC ORD SHS G21810109 4,393 316,973 SH   DFND 1 0 316,973 0
CLOROX CO DEL COM 189054109 3,217 22,822 SH   DFND 1 0 22,822 0
CLOUDFLARE INC CL A COM 18915M107 4,927 112,622 SH   DFND 1 0 112,622 0
COGNEX CORP COM 192422103 3,271 76,920 SH   DFND 1 0 76,920 0
COLGATE PALMOLIVE CO COM 194162103 17,193 214,538 SH   DFND 1 0 214,538 0
COMCAST CORP NEW CL A 20030N101 22,282 567,829 SH   DFND 1 0 567,829 0
CONAGRA BRANDS INC COM 205887102 22,497 657,033 SH   DFND 1 0 657,033 0
CONSTELLATION BRANDS INC CL A 21036P108 11,868 50,921 SH   DFND 1 0 50,921 0
COPART INC COM 217204106 4,502 41,434 SH   DFND 1 0 41,434 0
CORNING INC COM 219350105 9,519 302,086 SH   DFND 1 0 302,086 0
COSTAR GROUP INC COM 22160N109 15,457 255,873 SH   DFND 1 0 255,873 0
COSTCO WHSL CORP NEW COM 22160K105 13,403 27,965 SH   DFND 1 0 27,965 0
COUPA SOFTWARE INC COM 22266L106 4,386 76,809 SH   DFND 1 0 76,809 0
CROWDSTRIKE HLDGS INC CL A 22788C105 19,897 118,043 SH   DFND 1 0 118,043 0
CROWN CASTLE INTL CORP NEW COM 22822V101 28,069 166,702 SH   DFND 1 0 166,702 0
CSX CORP COM 126408103 14,375 494,663 SH   DFND 1 0 494,663 0
CVS HEALTH CORP COM 126650100 21,356 230,480 SH   DFND 1 0 230,480 0
DANAHER CORPORATION COM 235851102 30,363 119,766 SH   DFND 1 0 119,766 0
DARDEN RESTAURANTS INC COM 237194105 18,042 159,495 SH   DFND 1 0 159,495 0
DATADOG INC CL A COM 23804L103 14,546 152,733 SH   DFND 1 0 152,733 0
DAVITA INC COM 23918K108 1,667 20,854 SH   DFND 1 0 20,854 0
DELL TECHNOLOGIES INC CL C 24703L202 22,063 477,451 SH   DFND 1 0 477,451 0
DENTSPLY SIRONA INC COM 24906P109 1,549 43,366 SH   DFND 1 0 43,366 0
DEXCOM INC COM 252131107 7,703 103,355 SH   DFND 1 0 103,355 0
DISH NETWORK CORPORATION CL A 25470M109 11,645 649,495 SH   DFND 1 0 649,495 0
DISNEY WALT CO COM 254687106 14,522 153,837 SH   DFND 1 0 153,837 0
DOCUSIGN INC COM 256163106 14,350 250,094 SH   DFND 1 0 250,094 0
DOLLAR TREE INC COM 256746108 13,218 84,814 SH   DFND 1 0 84,814 0
DOW INC COM 260557103 6,446 124,902 SH   DFND 1 0 124,902 0
DUKE ENERGY CORP NEW COM NEW 26441C204 2,441 22,769 SH   DFND 1 0 22,769 0
DYNATRACE INC COM NEW 268150109 3,822 96,903 SH   DFND 1 0 96,903 0
EASTMAN CHEM CO COM 277432100 4,809 53,565 SH   DFND 1 0 53,565 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,285 55,577 SH   DFND 1 0 55,577 0
ELANCO ANIMAL HEALTH INC COM 28414H103 3,466 176,579 SH   DFND 1 0 176,579 0
ELECTRONIC ARTS INC COM 285512109 4,599 37,805 SH   DFND 1 0 37,805 0
ENPHASE ENERGY INC COM 29355A107 15,625 80,030 SH   DFND 1 0 80,030 0
ENTERGY CORP NEW COM 29364G103 3,443 30,564 SH   DFND 1 0 30,564 0
EPAM SYS INC COM 29414B104 954 3,235 SH   DFND 1 0 3,235 0
EQT CORP COM 26884L109 6,876 199,878 SH   DFND 1 0 199,878 0
EQUIFAX INC COM 294429105 5,474 29,946 SH   DFND 1 0 29,946 0
EQUITABLE HLDGS INC COM 29452E101 9,528 365,487 SH   DFND 1 0 365,487 0
ESSEX PPTY TR INC COM 297178105 877 3,353 SH   DFND 1 0 3,353 0
ETSY INC COM 29786A106 4,033 55,085 SH   DFND 1 0 55,085 0
EXPEDIA GROUP INC COM NEW 30212P303 10,393 109,601 SH   DFND 1 0 109,601 0
EXPEDITORS INTL WASH INC COM 302130109 5,829 59,811 SH   DFND 1 0 59,811 0
EXXON MOBIL CORP COM 30231G102 19,246 224,727 SH   DFND 1 0 224,727 0
FASTENAL CO COM 311900104 3,263 65,365 SH   DFND 1 0 65,365 0
FEDEX CORP COM 31428X106 7,628 33,646 SH   DFND 1 0 33,646 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1,302 35,239 SH   DFND 1 0 35,239 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 19,800 137,310 SH   DFND 1 0 137,310 0
FIVERR INTL LTD ORD SHS M4R82T106 5,184 150,738 SH   DFND 1 0 150,738 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,967 32,843 SH   DFND 1 0 32,843 0
FOX CORP CL A COM 35137L105 2,275 70,726 SH   DFND 1 0 70,726 0
FREEPORT-MCMORAN INC CL B 35671D857 15,574 532,262 SH   DFND 1 0 532,262 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 3,977 76,180 SH   DFND 1 0 76,180 0
GARTNER INC COM 366651107 18,511 76,546 SH   DFND 1 0 76,546 0
GENERAL DYNAMICS CORP COM 369550108 25,877 116,956 SH   DFND 1 0 116,956 0
GENERAL ELECTRIC CO COM NEW 369604301 1,740 27,328 SH   DFND 1 0 27,328 0
GENERAL MTRS CO COM 37045V100 8,440 265,758 SH   DFND 1 0 265,758 0
GILEAD SCIENCES INC COM 375558103 4,723 76,411 SH   DFND 1 0 76,411 0
HALLIBURTON CO COM 406216101 6,575 209,653 SH   DFND 1 0 209,653 0
HARTFORD FINL SVCS GROUP INC COM 416515104 9,559 146,102 SH   DFND 1 0 146,102 0
HASBRO INC COM 418056107 348 4,256 SH   DFND 1 0 4,256 0
HEICO CORP NEW COM 422806109 2,360 17,999 SH   DFND 1 0 17,999 0
HOLOGIC INC COM 436440101 2,864 41,333 SH   DFND 1 0 41,333 0
HOME DEPOT INC COM 437076102 17,515 63,859 SH   DFND 1 0 63,859 0
HORIZON THERAPEUTICS PUB L SHS G46188101 16,169 202,722 SH   DFND 1 0 202,722 0
HOST HOTELS & RESORTS INC COM 44107P104 31,085 1,982,488 SH   DFND 1 0 1,982,488 0
HOWMET AEROSPACE INC COM 443201108 8,908 283,247 SH   DFND 1 0 283,247 0
HUBSPOT INC COM 443573100 2,234 7,430 SH   DFND 1 0 7,430 0
HUMANA INC COM 444859102 2,885 6,164 SH   DFND 1 0 6,164 0
IDEX CORP COM 45167R104 4,446 24,476 SH   DFND 1 0 24,476 0
INCYTE CORP COM 45337C102 10,343 136,148 SH   DFND 1 0 136,148 0
INGERSOLL RAND INC COM 45687V106 2,023 48,067 SH   DFND 1 0 48,067 0
INMODE LTD SHS M5425M103 2,276 101,545 SH   DFND 1 0 101,545 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 26,877 285,802 SH   DFND 1 0 285,802 0
INTUIT COM 461202103 26,717 69,315 SH   DFND 1 0 69,315 0
INTUITIVE SURGICAL INC COM NEW 46120E602 19,724 98,272 SH   DFND 1 0 98,272 0
INVITATION HOMES INC COM 46187W107 1,644 46,207 SH   DFND 1 0 46,207 0
IPG PHOTONICS CORP COM 44980X109 10,600 112,613 SH   DFND 1 0 112,613 0
JOHNSON & JOHNSON COM 478160104 32,530 183,260 SH   DFND 1 0 183,260 0
JPMORGAN CHASE & CO COM 46625H100 32,976 292,832 SH   DFND 1 0 292,832 0
KEURIG DR PEPPER INC COM 49271V100 25,686 725,811 SH   DFND 1 0 725,811 0
KEYCORP COM 493267108 3,169 183,945 SH   DFND 1 0 183,945 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 8,334 60,454 SH   DFND 1 0 60,454 0
KIMBERLY-CLARK CORP COM 494368103 212 1,571 SH   DFND 1 0 1,571 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 5,900 127,456 SH   DFND 1 0 127,456 0
KROGER CO COM 501044101 40,814 862,332 SH   DFND 1 0 862,332 0
LENNAR CORP CL A 526057104 3,696 52,374 SH   DFND 1 0 52,374 0
LENNOX INTL INC COM 526107107 4,732 22,906 SH   DFND 1 0 22,906 0
LILLY ELI & CO COM 532457108 30,877 95,231 SH   DFND 1 0 95,231 0
LINDE PLC SHS G5494J103 32,524 113,114 SH   DFND 1 0 113,114 0
LOWES COS INC COM 548661107 21,734 124,430 SH   DFND 1 0 124,430 0
LUMEN TECHNOLOGIES INC COM 550241103 20,081 1,840,627 SH   DFND 1 0 1,840,627 0
LYFT INC CL A COM 55087P104 1,076 81,025 SH   DFND 1 0 81,025 0
MARATHON PETE CORP COM 56585A102 28,623 348,164 SH   DFND 1 0 348,164 0
MARKETAXESS HLDGS INC COM 57060D108 5,447 21,276 SH   DFND 1 0 21,276 0
MARRIOTT INTL INC NEW CL A 571903202 13,340 98,081 SH   DFND 1 0 98,081 0
MARSH & MCLENNAN COS INC COM 571748102 4,883 31,454 SH   DFND 1 0 31,454 0
MARVELL TECHNOLOGY INC COM 573874104 3,281 75,384 SH   DFND 1 0 75,384 0
MASCO CORP COM 574599106 3,341 66,035 SH   DFND 1 0 66,035 0
MASIMO CORP COM 574795100 233 1,782 SH   DFND 1 0 1,782 0
MATCH GROUP INC NEW COM 57667L107 977 14,023 SH   DFND 1 0 14,023 0
MCKESSON CORP COM 58155Q103 4,419 13,546 SH   DFND 1 0 13,546 0
MEDICAL PPTYS TRUST INC COM 58463J304 16,330 1,069,412 SH   DFND 1 0 1,069,412 0
MEDTRONIC PLC SHS G5960L103 32,506 362,189 SH   DFND 1 0 362,189 0
MERCADOLIBRE INC COM 58733R102 3,054 4,796 SH   DFND 1 0 4,796 0
MERCK & CO INC COM 58933Y105 38,523 422,545 SH   DFND 1 0 422,545 0
META PLATFORMS INC CL A 30303M102 35,081 217,559 SH   DFND 1 0 217,559 0
METLIFE INC COM 59156R108 2,638 42,010 SH   DFND 1 0 42,010 0
MGM RESORTS INTERNATIONAL COM 552953101 12,550 433,507 SH   DFND 1 0 433,507 0
MICROCHIP TECHNOLOGY INC. COM 595017104 41,919 721,751 SH   DFND 1 0 721,751 0
MICRON TECHNOLOGY INC COM 595112103 13,159 238,051 SH   DFND 1 0 238,051 0
MICROSOFT CORP COM 594918104 83,266 324,208 SH   DFND 1 0 324,208 0
MID-AMER APT CMNTYS INC COM 59522J103 3,171 18,155 SH   DFND 1 0 18,155 0
MOLINA HEALTHCARE INC COM 60855R100 7,097 25,381 SH   DFND 1 0 25,381 0
MONDELEZ INTL INC CL A 609207105 14,284 230,048 SH   DFND 1 0 230,048 0
MONGODB INC CL A 60937P106 1,871 7,211 SH   DFND 1 0 7,211 0
MONOLITHIC PWR SYS INC COM 609839105 12,733 33,156 SH   DFND 1 0 33,156 0
MORGAN STANLEY COM NEW 617446448 26,001 341,843 SH   DFND 1 0 341,843 0
MOSAIC CO NEW COM 61945C103 4,515 95,591 SH   DFND 1 0 95,591 0
MSCI INC COM 55354G100 5,555 13,479 SH   DFND 1 0 13,479 0
NASDAQ INC COM 631103108 9,634 63,158 SH   DFND 1 0 63,158 0
NETAPP INC COM 64110D104 10,833 166,050 SH   DFND 1 0 166,050 0
NETFLIX INC COM 64110L106 15,477 88,505 SH   DFND 1 0 88,505 0
NEXTERA ENERGY INC COM 65339F101 6,643 85,754 SH   DFND 1 0 85,754 0
NIKE INC CL B 654106103 5,687 55,650 SH   DFND 1 0 55,650 0
NORDSON CORP COM 655663102 8,880 43,864 SH   DFND 1 0 43,864 0
NORFOLK SOUTHN CORP COM 655844108 3,948 17,372 SH   DFND 1 0 17,372 0
NORTONLIFELOCK INC COM 668771108 7,277 331,364 SH   DFND 1 0 331,364 0
NOVAVAX INC COM NEW 670002401 7,341 142,745 SH   DFND 1 0 142,745 0
NOVOCURE LTD ORD SHS G6674U108 968 13,926 SH   DFND 1 0 13,926 0
NVIDIA CORPORATION COM 67066G104 20,394 134,534 SH   DFND 1 0 134,534 0
NXP SEMICONDUCTORS N V COM N6596X109 7,108 48,020 SH   DFND 1 0 48,020 0
OCCIDENTAL PETE CORP COM 674599105 7,002 118,922 SH   DFND 1 0 118,922 0
OKTA INC CL A 679295105 604 6,678 SH   DFND 1 0 6,678 0
ON SEMICONDUCTOR CORP COM 682189105 6,001 119,287 SH   DFND 1 0 119,287 0
ORACLE CORP COM 68389X105 24,552 351,389 SH   DFND 1 0 351,389 0
OTIS WORLDWIDE CORP COM 68902V107 14,556 205,978 SH   DFND 1 0 205,978 0
OWENS CORNING NEW COM 690742101 1,429 19,234 SH   DFND 1 0 19,234 0
PALO ALTO NETWORKS INC COM 697435105 20,077 40,646 SH   DFND 1 0 40,646 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 1,897 76,850 SH   DFND 1 0 76,850 0
PAYCOM SOFTWARE INC COM 70432V102 18,790 67,077 SH   DFND 1 0 67,077 0
PAYPAL HLDGS INC COM 70450Y103 6,863 98,273 SH   DFND 1 0 98,273 0
PELOTON INTERACTIVE INC CL A COM 70614W100 230 25,001 SH   DFND 1 0 25,001 0
PEPSICO INC COM 713448108 44,031 264,197 SH   DFND 1 0 264,197 0
PHILLIPS 66 COM 718546104 22,323 272,260 SH   DFND 1 0 272,260 0
PIONEER NAT RES CO COM 723787107 9,473 42,463 SH   DFND 1 0 42,463 0
PNC FINL SVCS GROUP INC COM 693475105 13,876 87,948 SH   DFND 1 0 87,948 0
PRICE T ROWE GROUP INC COM 74144T108 20,824 183,295 SH   DFND 1 0 183,295 0
PROCTER AND GAMBLE CO COM 742718109 13,457 93,588 SH   DFND 1 0 93,588 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 13,775 217,678 SH   DFND 1 0 217,678 0
QUALCOMM INC COM 747525103 4,510 35,309 SH   DFND 1 0 35,309 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 10,564 109,920 SH   DFND 1 0 109,920 0
RINGCENTRAL INC CL A 76680R206 3,350 64,097 SH   DFND 1 0 64,097 0
ROBERT HALF INTL INC COM 770323103 6,102 81,481 SH   DFND 1 0 81,481 0
ROYAL CARIBBEAN GROUP COM V7780T103 385 11,027 SH   DFND 1 0 11,027 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 10,561 32,997 SH   DFND 1 0 32,997 0
SCHWAB CHARLES CORP COM 808513105 8,521 134,871 SH   DFND 1 0 134,871 0
SEI INVTS CO COM 784117103 7,909 146,407 SH   DFND 1 0 146,407 0
SEMPRA COM 816851109 5,051 33,610 SH   DFND 1 0 33,610 0
SIGNATURE BK NEW YORK N Y COM 82669G104 11,129 62,101 SH   DFND 1 0 62,101 0
SIMON PPTY GROUP INC NEW COM 828806109 12,100 127,472 SH   DFND 1 0 127,472 0
SIRIUS XM HOLDINGS INC COM 82968B103 2,687 438,272 SH   DFND 1 0 438,272 0
SKYWORKS SOLUTIONS INC COM 83088M102 6,234 67,294 SH   DFND 1 0 67,294 0
SMITH A O CORP COM 831865209 4,822 88,188 SH   DFND 1 0 88,188 0
SMUCKER J M CO COM NEW 832696405 1,118 8,736 SH   DFND 1 0 8,736 0
SNAP ON INC COM 833034101 13,845 70,267 SH   DFND 1 0 70,267 0
SOUTHWEST AIRLS CO COM 844741108 8,287 229,428 SH   DFND 1 0 229,428 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 602 10,375 SH   DFND 1 0 10,375 0
STEEL DYNAMICS INC COM 858119100 1,182 17,876 SH   DFND 1 0 17,876 0
SUNRUN INC COM 86771W105 3,249 139,074 SH   DFND 1 0 139,074 0
SYNCHRONY FINANCIAL COM 87165B103 13,493 488,522 SH   DFND 1 0 488,522 0
SYNOPSYS INC COM 871607107 6,364 20,956 SH   DFND 1 0 20,956 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,066 33,186 SH   DFND 1 0 33,186 0
TARGA RES CORP COM 87612G101 1,255 21,034 SH   DFND 1 0 21,034 0
TELADOC HEALTH INC COM 87918A105 8,720 262,579 SH   DFND 1 0 262,579 0
TELEDYNE TECHNOLOGIES INC COM 879360105 2,702 7,204 SH   DFND 1 0 7,204 0
TESLA INC COM 88160R101 35,004 51,980 SH   DFND 1 0 51,980 0
TEXAS INSTRS INC COM 882508104 1,144 7,448 SH   DFND 1 0 7,448 0
TEXTRON INC COM 883203101 9,961 163,103 SH   DFND 1 0 163,103 0
THE TRADE DESK INC COM CL A 88339J105 2,410 57,525 SH   DFND 1 0 57,525 0
TJX COS INC NEW COM 872540109 8,318 148,939 SH   DFND 1 0 148,939 0
TRANE TECHNOLOGIES PLC SHS G8994E103 977 7,520 SH   DFND 1 0 7,520 0
TRANSDIGM GROUP INC COM 893641100 7,217 13,448 SH   DFND 1 0 13,448 0
TRUIST FINL CORP COM 89832Q109 7,753 163,452 SH   DFND 1 0 163,452 0
UBER TECHNOLOGIES INC COM 90353T100 853 41,674 SH   DFND 1 0 41,674 0
UDR INC COM 902653104 7,413 161,021 SH   DFND 1 0 161,021 0
ULTA BEAUTY INC COM 90384S303 28,672 74,381 SH   DFND 1 0 74,381 0
UNION PAC CORP COM 907818108 8,764 41,090 SH   DFND 1 0 41,090 0
UNITED PARCEL SERVICE INC CL B 911312106 19,045 104,332 SH   DFND 1 0 104,332 0
UNITED RENTALS INC COM 911363109 3,888 16,006 SH   DFND 1 0 16,006 0
UNITEDHEALTH GROUP INC COM 91324P102 32,221 62,732 SH   DFND 1 0 62,732 0
V F CORP COM 918204108 7,790 176,358 SH   DFND 1 0 176,358 0
VAIL RESORTS INC COM 91879Q109 20,166 92,485 SH   DFND 1 0 92,485 0
VALERO ENERGY CORP COM 91913Y100 15,085 141,936 SH   DFND 1 0 141,936 0
VEEVA SYS INC CL A COM 922475108 4,092 20,665 SH   DFND 1 0 20,665 0
VERISIGN INC COM 92343E102 7,236 43,241 SH   DFND 1 0 43,241 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,454 8,707 SH   DFND 1 0 8,707 0
VIATRIS INC COM 92556V106 4,574 436,888 SH   DFND 1 0 436,888 0
VISA INC COM CL A 92826C839 39,035 198,260 SH   DFND 1 0 198,260 0
WABTEC COM 929740108 5,309 64,680 SH   DFND 1 0 64,680 0
WARNER BROS DISCOVERY INC COM SER A 934423104 850 63,368 SH   DFND 1 0 63,368 0
WASTE MGMT INC DEL COM 94106L109 5,006 32,723 SH   DFND 1 0 32,723 0
WEC ENERGY GROUP INC COM 92939U106 1,410 14,009 SH   DFND 1 0 14,009 0
WELLS FARGO CO NEW COM 949746101 26,650 680,365 SH   DFND 1 0 680,365 0
WELLTOWER INC COM 95040Q104 7,332 89,034 SH   DFND 1 0 89,034 0
WESTROCK CO COM 96145D105 2,570 64,506 SH   DFND 1 0 64,506 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,868 56,406 SH   DFND 1 0 56,406 0
WHIRLPOOL CORP COM 963320106 2,895 18,695 SH   DFND 1 0 18,695 0
WILLIAMS COS INC COM 969457100 11,039 353,711 SH   DFND 1 0 353,711 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 5,421 27,463 SH   DFND 1 0 27,463 0
WORKDAY INC CL A 98138H101 3,595 25,756 SH   DFND 1 0 25,756 0
XCEL ENERGY INC COM 98389B100 874 12,345 SH   DFND 1 0 12,345 0
ZENDESK INC COM 98936J101 374 5,046 SH   DFND 1 0 5,046 0
ZILLOW GROUP INC CL A 98954M101 8,934 280,851 SH   DFND 1 0 280,851 0
ZILLOW GROUP INC CL C CAP STK 98954M200 18,967 597,393 SH   DFND 1 0 597,393 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,183 11,262 SH   DFND 1 0 11,262 0
ZOETIS INC CL A 98978V103 7,991 46,490 SH   DFND 1 0 46,490 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 4,289 129,033 SH   DFND 1 0 129,033 0
ZSCALER INC COM 98980G102 7,315 48,927 SH   DFND 1 0 48,927 0