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 19,455 176,059 SH   DFND 1 0 176,059 0
ABBOTT LABS COM 002824100 55,715 575,801 SH   DFND 1 0 575,801 0
ABIOMED INC COM 003654100 2,715 11,051 SH   DFND 1 0 11,051 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 52,463 203,898 SH   DFND 1 0 203,898 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 20,346 73,932 SH   DFND 1 0 73,932 0
ADVANCE AUTO PARTS INC COM 00751Y106 28,679 183,442 SH   DFND 1 0 183,442 0
AFFIRM HLDGS INC COM CL A 00827B106 1,383 73,698 SH   DFND 1 0 73,698 0
AIRBNB INC COM CL A 009066101 10,472 99,693 SH   DFND 1 0 99,693 0
ALBEMARLE CORP COM 012653101 21,812 82,485 SH   DFND 1 0 82,485 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 6,677 47,627 SH   DFND 1 0 47,627 0
ALIGN TECHNOLOGY INC COM 016255101 4,336 20,936 SH   DFND 1 0 20,936 0
ALLEGION PLC ORD SHS G0176J109 1,062 11,843 SH   DFND 1 0 11,843 0
ALLIANT ENERGY CORP COM 018802108 282 5,323 SH   DFND 1 0 5,323 0
ALLY FINL INC COM 02005N100 6,111 219,570 SH   DFND 1 0 219,570 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 4,088 20,426 SH   DFND 1 0 20,426 0
ALPHABET INC CAP STK CL C 02079K107 39,198 407,680 SH   DFND 1 0 407,680 0
ALPHABET INC CAP STK CL A 02079K305 26,229 274,216 SH   DFND 1 0 274,216 0
ALTRIA GROUP INC COM 02209S103 18,617 461,034 SH   DFND 1 0 461,034 0
AMAZON COM INC COM 023135106 55,042 487,101 SH   DFND 1 0 487,101 0
AMCOR PLC ORD G0250X107 113 10,572 SH   DFND 1 0 10,572 0
AMEREN CORP COM 023608102 882 10,946 SH   DFND 1 0 10,946 0
AMERICAN ELEC PWR CO INC COM 025537101 6,400 74,037 SH   DFND 1 0 74,037 0
AMERICAN EXPRESS CO COM 025816109 23,331 172,935 SH   DFND 1 0 172,935 0
AMERICAN INTL GROUP INC COM NEW 026874784 5,719 120,458 SH   DFND 1 0 120,458 0
AMERISOURCEBERGEN CORP COM 03073E105 7,842 57,946 SH   DFND 1 0 57,946 0
AMETEK INC COM 031100100 6,804 59,996 SH   DFND 1 0 59,996 0
AMGEN INC COM 031162100 6,313 28,007 SH   DFND 1 0 28,007 0
AMPHENOL CORP NEW CL A 032095101 10,289 153,656 SH   DFND 1 0 153,656 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 11,245 655,301 SH   DFND 1 0 655,301 0
AON PLC SHS CL A G0403H108 9,397 35,082 SH   DFND 1 0 35,082 0
APA CORPORATION COM 03743Q108 12,579 367,914 SH   DFND 1 0 367,914 0
APPLE INC COM 037833100 113,631 822,224 SH   DFND 1 0 822,224 0
APPLIED MATLS INC COM 038222105 4,200 51,269 SH   DFND 1 0 51,269 0
ARISTA NETWORKS INC COM 040413106 13,923 123,336 SH   DFND 1 0 123,336 0
ATMOS ENERGY CORP COM 049560105 2,819 27,679 SH   DFND 1 0 27,679 0
AUTODESK INC COM 052769106 18,084 96,809 SH   DFND 1 0 96,809 0
AUTOMATIC DATA PROCESSING IN COM 053015103 51,956 229,701 SH   DFND 1 0 229,701 0
AUTOZONE INC COM 053332102 14,655 6,842 SH   DFND 1 0 6,842 0
AVANTOR INC COM 05352A100 10,986 560,509 SH   DFND 1 0 560,509 0
AVERY DENNISON CORP COM 053611109 5,877 36,120 SH   DFND 1 0 36,120 0
BECTON DICKINSON & CO COM 075887109 931 4,179 SH   DFND 1 0 4,179 0
BENTLEY SYS INC COM CL B 08265T208 3,381 110,537 SH   DFND 1 0 110,537 0
BERKLEY W R CORP COM 084423102 17,675 273,698 SH   DFND 1 0 273,698 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,606 43,466 SH   DFND 1 0 43,466 0
BILL COM HLDGS INC COM 090043100 6,585 49,749 SH   DFND 1 0 49,749 0
BIO RAD LABS INC CL A 090572207 8,380 20,088 SH   DFND 1 0 20,088 0
BIO-TECHNE CORP COM 09073M104 1,692 5,956 SH   DFND 1 0 5,956 0
BIOGEN INC COM 09062X103 37,849 141,756 SH   DFND 1 0 141,756 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 15,033 177,333 SH   DFND 1 0 177,333 0
BK OF AMERICA CORP COM 060505104 15,336 507,801 SH   DFND 1 0 507,801 0
BLOCK INC CL A 852234103 4,688 85,251 SH   DFND 1 0 85,251 0
BOEING CO COM 097023105 10,243 84,596 SH   DFND 1 0 84,596 0
BOOKING HOLDINGS INC COM 09857L108 8,788 5,348 SH   DFND 1 0 5,348 0
BORGWARNER INC COM 099724106 6,517 207,542 SH   DFND 1 0 207,542 0
BOSTON PROPERTIES INC COM 101121101 963 12,841 SH   DFND 1 0 12,841 0
BROADCOM INC COM 11135F101 39,843 89,735 SH   DFND 1 0 89,735 0
BROWN & BROWN INC COM 115236101 3,248 53,697 SH   DFND 1 0 53,697 0
BROWN FORMAN CORP CL B 115637209 10,798 162,208 SH   DFND 1 0 162,208 0
CADENCE DESIGN SYSTEM INC COM 127387108 27,891 170,662 SH   DFND 1 0 170,662 0
CAPITAL ONE FINL CORP COM 14040H105 3,097 33,596 SH   DFND 1 0 33,596 0
CARDINAL HEALTH INC COM 14149Y108 22,109 331,572 SH   DFND 1 0 331,572 0
CARLISLE COS INC COM 142339100 15,133 53,966 SH   DFND 1 0 53,966 0
CARLYLE GROUP INC COM 14316J108 5,966 230,879 SH   DFND 1 0 230,879 0
CARNIVAL CORP COMMON STOCK 143658300 539 76,648 SH   DFND 1 0 76,648 0
CARRIER GLOBAL CORPORATION COM 14448C104 3,730 104,894 SH   DFND 1 0 104,894 0
CARVANA CO CL A 146869102 555 27,351 SH   DFND 1 0 27,351 0
CBRE GROUP INC CL A 12504L109 3,983 59,001 SH   DFND 1 0 59,001 0
CDW CORP COM 12514G108 6,632 42,490 SH   DFND 1 0 42,490 0
CENTENE CORP DEL COM 15135B101 33,278 427,687 SH   DFND 1 0 427,687 0
CERIDIAN HCM HLDG INC COM 15677J108 4,672 83,614 SH   DFND 1 0 83,614 0
CF INDS HLDGS INC COM 125269100 10,882 113,057 SH   DFND 1 0 113,057 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 17,366 57,248 SH   DFND 1 0 57,248 0
CHEVRON CORP NEW COM 166764100 23,500 163,567 SH   DFND 1 0 163,567 0
CHEWY INC CL A 16679L109 6,019 195,939 SH   DFND 1 0 195,939 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 24,585 16,360 SH   DFND 1 0 16,360 0
CHUBB LIMITED COM H1467J104 26,046 143,206 SH   DFND 1 0 143,206 0
CINTAS CORP COM 172908105 44,370 114,300 SH   DFND 1 0 114,300 0
CISCO SYS INC COM 17275R102 53,575 1,339,386 SH   DFND 1 0 1,339,386 0
CITIGROUP INC COM NEW 172967424 11,842 284,192 SH   DFND 1 0 284,192 0
CITIZENS FINL GROUP INC COM 174610105 741 21,559 SH   DFND 1 0 21,559 0
CLEVELAND-CLIFFS INC NEW COM 185899101 6,343 470,934 SH   DFND 1 0 470,934 0
CLOROX CO DEL COM 189054109 2,435 18,964 SH   DFND 1 0 18,964 0
CLOUDFLARE INC CL A COM 18915M107 2,122 38,366 SH   DFND 1 0 38,366 0
CME GROUP INC COM 12572Q105 10,744 60,657 SH   DFND 1 0 60,657 0
COCA COLA CO COM 191216100 46,671 833,107 SH   DFND 1 0 833,107 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 3,333 78,212 SH   DFND 1 0 78,212 0
COGNEX CORP COM 192422103 4,644 112,041 SH   DFND 1 0 112,041 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 27,590 480,331 SH   DFND 1 0 480,331 0
COLGATE PALMOLIVE CO COM 194162103 19,315 274,941 SH   DFND 1 0 274,941 0
COMCAST CORP NEW CL A 20030N101 39,251 1,338,242 SH   DFND 1 0 1,338,242 0
CONAGRA BRANDS INC COM 205887102 25,184 771,814 SH   DFND 1 0 771,814 0
CONSTELLATION BRANDS INC CL A 21036P108 4,852 21,127 SH   DFND 1 0 21,127 0
COOPER COS INC COM NEW 216648402 4,763 18,049 SH   DFND 1 0 18,049 0
CORNING INC COM 219350105 2,421 83,424 SH   DFND 1 0 83,424 0
CORTEVA INC COM 22052L104 6,582 115,163 SH   DFND 1 0 115,163 0
COSTCO WHSL CORP NEW COM 22160K105 59,189 125,329 SH   DFND 1 0 125,329 0
COTERRA ENERGY INC COM 127097103 3,700 141,645 SH   DFND 1 0 141,645 0
COUPA SOFTWARE INC COM 22266L106 1,968 33,466 SH   DFND 1 0 33,466 0
CROWDSTRIKE HLDGS INC CL A 22788C105 3,119 18,922 SH   DFND 1 0 18,922 0
CROWN CASTLE INC COM 22822V101 18,022 124,678 SH   DFND 1 0 124,678 0
CROWN HLDGS INC COM 228368106 5,068 62,550 SH   DFND 1 0 62,550 0
CSX CORP COM 126408103 23,439 879,854 SH   DFND 1 0 879,854 0
CVS HEALTH CORP COM 126650100 49,390 517,875 SH   DFND 1 0 517,875 0
D R HORTON INC COM 23331A109 1,286 19,094 SH   DFND 1 0 19,094 0
DANAHER CORPORATION COM 235851102 1,404 5,437 SH   DFND 1 0 5,437 0
DARDEN RESTAURANTS INC COM 237194105 8,202 64,929 SH   DFND 1 0 64,929 0
DATADOG INC CL A COM 23804L103 6,141 69,168 SH   DFND 1 0 69,168 0
DEERE & CO COM 244199105 11,328 33,927 SH   DFND 1 0 33,927 0
DELL TECHNOLOGIES INC CL C 24703L202 9,629 281,799 SH   DFND 1 0 281,799 0
DENTSPLY SIRONA INC COM 24906P109 1,531 54,009 SH   DFND 1 0 54,009 0
DEXCOM INC COM 252131107 2,468 30,644 SH   DFND 1 0 30,644 0
DISCOVER FINL SVCS COM 254709108 7,099 78,082 SH   DFND 1 0 78,082 0
DISH NETWORK CORPORATION CL A 25470M109 8,562 619,076 SH   DFND 1 0 619,076 0
DISNEY WALT CO COM 254687106 20,740 219,864 SH   DFND 1 0 219,864 0
DOCUSIGN INC COM 256163106 15,564 291,072 SH   DFND 1 0 291,072 0
DOLLAR GEN CORP NEW COM 256677105 10,901 45,447 SH   DFND 1 0 45,447 0
DOMINOS PIZZA INC COM 25754A201 9,418 30,361 SH   DFND 1 0 30,361 0
DOORDASH INC CL A 25809K105 5,689 115,036 SH   DFND 1 0 115,036 0
DUKE ENERGY CORP NEW COM NEW 26441C204 710 7,638 SH   DFND 1 0 7,638 0
DYNATRACE INC COM NEW 268150109 8,938 256,756 SH   DFND 1 0 256,756 0
EBAY INC. COM 278642103 4,859 132,000 SH   DFND 1 0 132,000 0
EDWARDS LIFESCIENCES CORP COM 28176E108 45,833 554,681 SH   DFND 1 0 554,681 0
ELANCO ANIMAL HEALTH INC COM 28414H103 3,457 278,586 SH   DFND 1 0 278,586 0
ENPHASE ENERGY INC COM 29355A107 22,430 80,836 SH   DFND 1 0 80,836 0
ENTERGY CORP NEW COM 29364G103 3,220 32,001 SH   DFND 1 0 32,001 0
EPAM SYS INC COM 29414B104 1,172 3,235 SH   DFND 1 0 3,235 0
EQT CORP COM 26884L109 17,510 429,688 SH   DFND 1 0 429,688 0
EQUITABLE HLDGS INC COM 29452E101 1,263 47,938 SH   DFND 1 0 47,938 0
ESSENTIAL UTILS INC COM 29670G102 868 20,969 SH   DFND 1 0 20,969 0
ESSEX PPTY TR INC COM 297178105 14,137 58,360 SH   DFND 1 0 58,360 0
EVERSOURCE ENERGY COM 30040W108 3,910 50,149 SH   DFND 1 0 50,149 0
EXACT SCIENCES CORP COM 30063P105 2,408 74,119 SH   DFND 1 0 74,119 0
EXPEDIA GROUP INC COM NEW 30212P303 7,296 77,872 SH   DFND 1 0 77,872 0
EXPEDITORS INTL WASH INC COM 302130109 1,279 14,484 SH   DFND 1 0 14,484 0
EXXON MOBIL CORP COM 30231G102 20,278 232,255 SH   DFND 1 0 232,255 0
FASTENAL CO COM 311900104 3,009 65,365 SH   DFND 1 0 65,365 0
FEDEX CORP COM 31428X106 25,659 172,824 SH   DFND 1 0 172,824 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 23,620 180,924 SH   DFND 1 0 180,924 0
FLEETCOR TECHNOLOGIES INC COM 339041105 4,295 24,378 SH   DFND 1 0 24,378 0
FORD MTR CO DEL COM 345370860 315 28,152 SH   DFND 1 0 28,152 0
FORTINET INC COM 34959E109 16,070 327,101 SH   DFND 1 0 327,101 0
FOX CORP CL A COM 35137L105 22,492 733,116 SH   DFND 1 0 733,116 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 10,775 288,943 SH   DFND 1 0 288,943 0
GARMIN LTD SHS H2906T109 1,185 14,754 SH   DFND 1 0 14,754 0
GARTNER INC COM 366651107 3,312 11,970 SH   DFND 1 0 11,970 0
GENERAC HLDGS INC COM 368736104 13,350 74,943 SH   DFND 1 0 74,943 0
GENERAL DYNAMICS CORP COM 369550108 10,891 51,331 SH   DFND 1 0 51,331 0
GENERAL MLS INC COM 370334104 6,184 80,717 SH   DFND 1 0 80,717 0
GENERAL MTRS CO COM 37045V100 4,260 132,767 SH   DFND 1 0 132,767 0
GILEAD SCIENCES INC COM 375558103 15,683 254,226 SH   DFND 1 0 254,226 0
GRAINGER W W INC COM 384802104 5,169 10,566 SH   DFND 1 0 10,566 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,829 29,700 SH   DFND 1 0 29,700 0
HALLIBURTON CO COM 406216101 20,900 848,897 SH   DFND 1 0 848,897 0
HARTFORD FINL SVCS GROUP INC COM 416515104 24,602 397,195 SH   DFND 1 0 397,195 0
HEICO CORP NEW COM 422806109 3,423 23,774 SH   DFND 1 0 23,774 0
HENRY SCHEIN INC COM 806407102 2,207 33,551 SH   DFND 1 0 33,551 0
HERSHEY CO COM 427866108 1,634 7,413 SH   DFND 1 0 7,413 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 6,012 501,821 SH   DFND 1 0 501,821 0
HOLOGIC INC COM 436440101 3,190 49,435 SH   DFND 1 0 49,435 0
HOME DEPOT INC COM 437076102 43,967 159,334 SH   DFND 1 0 159,334 0
HORIZON THERAPEUTICS PUB L SHS G46188101 7,666 123,857 SH   DFND 1 0 123,857 0
HOST HOTELS & RESORTS INC COM 44107P104 46,551 2,931,405 SH   DFND 1 0 2,931,405 0
HOWMET AEROSPACE INC COM 443201108 20,748 670,796 SH   DFND 1 0 670,796 0
HUMANA INC COM 444859102 40,969 84,439 SH   DFND 1 0 84,439 0
HUNT J B TRANS SVCS INC COM 445658107 5,323 34,032 SH   DFND 1 0 34,032 0
IDEX CORP COM 45167R104 12,866 64,379 SH   DFND 1 0 64,379 0
IDEXX LABS INC COM 45168D104 3,879 11,907 SH   DFND 1 0 11,907 0
ILLINOIS TOOL WKS INC COM 452308109 5,786 32,028 SH   DFND 1 0 32,028 0
INCYTE CORP COM 45337C102 8,632 129,525 SH   DFND 1 0 129,525 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 38,841 429,900 SH   DFND 1 0 429,900 0
INTUITIVE SURGICAL INC COM NEW 46120E602 33,182 177,027 SH   DFND 1 0 177,027 0
JOHNSON & JOHNSON COM 478160104 64,719 396,176 SH   DFND 1 0 396,176 0
JOHNSON CTLS INTL PLC SHS G51502105 3,489 70,885 SH   DFND 1 0 70,885 0
JPMORGAN CHASE & CO COM 46625H100 35,571 340,394 SH   DFND 1 0 340,394 0
KEURIG DR PEPPER INC COM 49271V100 368 10,270 SH   DFND 1 0 10,270 0
KEYCORP COM 493267108 4,541 283,461 SH   DFND 1 0 283,461 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 16,541 105,113 SH   DFND 1 0 105,113 0
KLA CORP COM NEW 482480100 986 3,258 SH   DFND 1 0 3,258 0
KROGER CO COM 501044101 49,655 1,134,960 SH   DFND 1 0 1,134,960 0
LAM RESEARCH CORP COM 512807108 26,666 72,858 SH   DFND 1 0 72,858 0
LEAR CORP COM NEW 521865204 8,722 72,870 SH   DFND 1 0 72,870 0
LEIDOS HOLDINGS INC COM 525327102 571 6,530 SH   DFND 1 0 6,530 0
LENNOX INTL INC COM 526107107 2,713 12,184 SH   DFND 1 0 12,184 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,045 245,145 SH   DFND 1 0 245,145 0
LILLY ELI & CO COM 532457108 10,667 32,990 SH   DFND 1 0 32,990 0
LINCOLN NATL CORP IND COM 534187109 5,067 115,386 SH   DFND 1 0 115,386 0
LINDE PLC SHS G5494J103 31,039 115,134 SH   DFND 1 0 115,134 0
LOCKHEED MARTIN CORP COM 539830109 312 808 SH   DFND 1 0 808 0
LOWES COS INC COM 548661107 47,755 254,272 SH   DFND 1 0 254,272 0
LUMEN TECHNOLOGIES INC COM 550241103 6,094 837,111 SH   DFND 1 0 837,111 0
MARATHON PETE CORP COM 56585A102 51,894 522,442 SH   DFND 1 0 522,442 0
MARKETAXESS HLDGS INC COM 57060D108 18,374 82,582 SH   DFND 1 0 82,582 0
MARRIOTT INTL INC NEW CL A 571903202 16,639 118,729 SH   DFND 1 0 118,729 0
MARSH & MCLENNAN COS INC COM 571748102 6,221 41,672 SH   DFND 1 0 41,672 0
MARVELL TECHNOLOGY INC COM 573874104 2,794 65,113 SH   DFND 1 0 65,113 0
MASCO CORP COM 574599106 3,823 81,871 SH   DFND 1 0 81,871 0
MASTERCARD INCORPORATED CL A 57636Q104 1,380 4,853 SH   DFND 1 0 4,853 0
MEDICAL PPTYS TRUST INC COM 58463J304 12,816 1,080,637 SH   DFND 1 0 1,080,637 0
MEDTRONIC PLC SHS G5960L103 1,242 15,379 SH   DFND 1 0 15,379 0
MERCADOLIBRE INC COM 58733R102 11,419 13,795 SH   DFND 1 0 13,795 0
MERCK & CO INC COM 58933Y105 17,662 205,085 SH   DFND 1 0 205,085 0
META PLATFORMS INC CL A 30303M102 14,812 109,169 SH   DFND 1 0 109,169 0
METLIFE INC COM 59156R108 2,553 42,010 SH   DFND 1 0 42,010 0
MGM RESORTS INTERNATIONAL COM 552953101 10,884 366,205 SH   DFND 1 0 366,205 0
MICROCHIP TECHNOLOGY INC. COM 595017104 34,333 562,555 SH   DFND 1 0 562,555 0
MICRON TECHNOLOGY INC COM 595112103 6,233 124,417 SH   DFND 1 0 124,417 0
MICROSOFT CORP COM 594918104 101,815 437,161 SH   DFND 1 0 437,161 0
MID-AMER APT CMNTYS INC COM 59522J103 7,634 49,231 SH   DFND 1 0 49,231 0
MOLINA HEALTHCARE INC COM 60855R100 499 1,513 SH   DFND 1 0 1,513 0
MONDELEZ INTL INC CL A 609207105 25,723 469,148 SH   DFND 1 0 469,148 0
MONGODB INC CL A 60937P106 3,103 15,628 SH   DFND 1 0 15,628 0
MONOLITHIC PWR SYS INC COM 609839105 40,716 112,042 SH   DFND 1 0 112,042 0
MOSAIC CO NEW COM 61945C103 6,032 124,801 SH   DFND 1 0 124,801 0
MSCI INC COM 55354G100 10,519 24,939 SH   DFND 1 0 24,939 0
NASDAQ INC COM 631103108 18,618 328,469 SH   DFND 1 0 328,469 0
NETAPP INC COM 64110D104 6,380 103,156 SH   DFND 1 0 103,156 0
NETFLIX INC COM 64110L106 6,416 27,249 SH   DFND 1 0 27,249 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 9,623 90,606 SH   DFND 1 0 90,606 0
NEWELL BRANDS INC COM 651229106 291 20,974 SH   DFND 1 0 20,974 0
NEWMONT CORP COM 651639106 25,951 617,439 SH   DFND 1 0 617,439 0
NEXTERA ENERGY INC COM 65339F101 9,103 116,100 SH   DFND 1 0 116,100 0
NIKE INC CL B 654106103 30,547 367,504 SH   DFND 1 0 367,504 0
NORDSON CORP COM 655663102 1,870 8,809 SH   DFND 1 0 8,809 0
NORTHERN TR CORP COM 665859104 4,054 47,383 SH   DFND 1 0 47,383 0
NRG ENERGY INC COM NEW 629377508 265 6,932 SH   DFND 1 0 6,932 0
NXP SEMICONDUCTORS N V COM N6596X109 10,830 73,420 SH   DFND 1 0 73,420 0
OKTA INC CL A 679295105 837 14,717 SH   DFND 1 0 14,717 0
OTIS WORLDWIDE CORP COM 68902V107 905 14,179 SH   DFND 1 0 14,179 0
OWENS CORNING NEW COM 690742101 4,689 59,649 SH   DFND 1 0 59,649 0
PACCAR INC COM 693718108 18,404 219,904 SH   DFND 1 0 219,904 0
PALO ALTO NETWORKS INC COM 697435105 29,412 179,572 SH   DFND 1 0 179,572 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 10,325 542,298 SH   DFND 1 0 542,298 0
PARKER-HANNIFIN CORP COM 701094104 17,929 73,992 SH   DFND 1 0 73,992 0
PAYCHEX INC COM 704326107 7,341 65,425 SH   DFND 1 0 65,425 0
PAYCOM SOFTWARE INC COM 70432V102 8,230 24,941 SH   DFND 1 0 24,941 0
PELOTON INTERACTIVE INC CL A COM 70614W100 173 25,001 SH   DFND 1 0 25,001 0
PEPSICO INC COM 713448108 9,221 56,483 SH   DFND 1 0 56,483 0
PERKINELMER INC COM 714046109 5,611 46,631 SH   DFND 1 0 46,631 0
PFIZER INC COM 717081103 11,555 264,055 SH   DFND 1 0 264,055 0
PHILLIPS 66 COM 718546104 5,389 66,763 SH   DFND 1 0 66,763 0
PNC FINL SVCS GROUP INC COM 693475105 7,804 52,226 SH   DFND 1 0 52,226 0
POOL CORP COM 73278L105 2,235 7,025 SH   DFND 1 0 7,025 0
PRICE T ROWE GROUP INC COM 74144T108 10,964 104,413 SH   DFND 1 0 104,413 0
PROCTER AND GAMBLE CO COM 742718109 13,216 104,684 SH   DFND 1 0 104,684 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 12,850 228,517 SH   DFND 1 0 228,517 0
QUEST DIAGNOSTICS INC COM 74834L100 3,221 26,257 SH   DFND 1 0 26,257 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 942 46,933 SH   DFND 1 0 46,933 0
RINGCENTRAL INC CL A 76680R206 6,358 159,121 SH   DFND 1 0 159,121 0
ROBERT HALF INTL INC COM 770323103 7,692 100,548 SH   DFND 1 0 100,548 0
ROCKWELL AUTOMATION INC COM 773903109 27,313 126,970 SH   DFND 1 0 126,970 0
ROLLINS INC COM 775711104 5,771 166,415 SH   DFND 1 0 166,415 0
ROYAL CARIBBEAN GROUP COM V7780T103 448 11,810 SH   DFND 1 0 11,810 0
RPM INTL INC COM 749685103 2,356 28,279 SH   DFND 1 0 28,279 0
SALESFORCE INC COM 79466L302 6,560 45,603 SH   DFND 1 0 45,603 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 9,099 31,967 SH   DFND 1 0 31,967 0
SCHWAB CHARLES CORP COM 808513105 32,095 446,574 SH   DFND 1 0 446,574 0
SEI INVTS CO COM 784117103 720 14,688 SH   DFND 1 0 14,688 0
SEMPRA COM 816851109 5,044 33,641 SH   DFND 1 0 33,641 0
SHERWIN WILLIAMS CO COM 824348106 41,880 204,544 SH   DFND 1 0 204,544 0
SIGNATURE BK NEW YORK N Y COM 82669G104 15,138 100,252 SH   DFND 1 0 100,252 0
SIMON PPTY GROUP INC NEW COM 828806109 2,268 25,265 SH   DFND 1 0 25,265 0
SMITH A O CORP COM 831865209 4,001 82,357 SH   DFND 1 0 82,357 0
SNAP ON INC COM 833034101 2,085 10,357 SH   DFND 1 0 10,357 0
SNOWFLAKE INC CL A 833445109 3,628 21,344 SH   DFND 1 0 21,344 0
SOUTHERN CO COM 842587107 8,607 126,569 SH   DFND 1 0 126,569 0
SOUTHWEST AIRLS CO COM 844741108 307 9,963 SH   DFND 1 0 9,963 0
SPLUNK INC COM 848637104 2,347 31,204 SH   DFND 1 0 31,204 0
STEEL DYNAMICS INC COM 858119100 3,800 53,561 SH   DFND 1 0 53,561 0
SYNCHRONY FINANCIAL COM 87165B103 7,059 250,418 SH   DFND 1 0 250,418 0
SYSCO CORP COM 871829107 2,080 29,420 SH   DFND 1 0 29,420 0
TELADOC HEALTH INC COM 87918A105 1,973 77,811 SH   DFND 1 0 77,811 0
TELEDYNE TECHNOLOGIES INC COM 879360105 1,448 4,291 SH   DFND 1 0 4,291 0
TERADYNE INC COM 880770102 1,773 23,593 SH   DFND 1 0 23,593 0
TESLA INC COM 88160R101 40,262 151,787 SH   DFND 1 0 151,787 0
TEXAS INSTRS INC COM 882508104 7,305 47,193 SH   DFND 1 0 47,193 0
TEXTRON INC COM 883203101 1,051 18,037 SH   DFND 1 0 18,037 0
THE TRADE DESK INC COM CL A 88339J105 1,508 25,241 SH   DFND 1 0 25,241 0
TRACTOR SUPPLY CO COM 892356106 715 3,846 SH   DFND 1 0 3,846 0
TRANSDIGM GROUP INC COM 893641100 31,264 59,571 SH   DFND 1 0 59,571 0
TRANSUNION COM 89400J107 2,662 44,753 SH   DFND 1 0 44,753 0
TRUIST FINL CORP COM 89832Q109 4,306 98,895 SH   DFND 1 0 98,895 0
UBER TECHNOLOGIES INC COM 90353T100 11,666 440,237 SH   DFND 1 0 440,237 0
UDR INC COM 902653104 1,643 39,402 SH   DFND 1 0 39,402 0
ULTA BEAUTY INC COM 90384S303 11,639 29,012 SH   DFND 1 0 29,012 0
UNION PAC CORP COM 907818108 10,212 52,418 SH   DFND 1 0 52,418 0
UNITED RENTALS INC COM 911363109 2,633 9,746 SH   DFND 1 0 9,746 0
UNITEDHEALTH GROUP INC COM 91324P102 32,073 63,506 SH   DFND 1 0 63,506 0
US BANCORP DEL COM NEW 902973304 15,268 378,670 SH   DFND 1 0 378,670 0
VAIL RESORTS INC COM 91879Q109 13,924 64,569 SH   DFND 1 0 64,569 0
VALERO ENERGY CORP COM 91913Y100 48,951 458,131 SH   DFND 1 0 458,131 0
VEEVA SYS INC CL A COM 922475108 3,480 21,105 SH   DFND 1 0 21,105 0
VERIZON COMMUNICATIONS INC COM 92343V104 30,873 813,098 SH   DFND 1 0 813,098 0
VERTEX PHARMACEUTICALS INC COM 92532F100 9,196 31,762 SH   DFND 1 0 31,762 0
VIATRIS INC COM 92556V106 5,437 638,098 SH   DFND 1 0 638,098 0
VISA INC COM CL A 92826C839 37,054 208,581 SH   DFND 1 0 208,581 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 912 29,057 SH   DFND 1 0 29,057 0
WALMART INC COM 931142103 5,117 39,456 SH   DFND 1 0 39,456 0
WASTE MGMT INC DEL COM 94106L109 7,802 48,699 SH   DFND 1 0 48,699 0
WATERS CORP COM 941848103 2,206 8,184 SH   DFND 1 0 8,184 0
WAYFAIR INC CL A 94419L101 3,818 117,304 SH   DFND 1 0 117,304 0
WEC ENERGY GROUP INC COM 92939U106 5,774 64,568 SH   DFND 1 0 64,568 0
WELLS FARGO CO NEW COM 949746101 2,367 58,861 SH   DFND 1 0 58,861 0
WELLTOWER INC COM 95040Q104 6,258 97,292 SH   DFND 1 0 97,292 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 9,563 38,863 SH   DFND 1 0 38,863 0
WESTLAKE CORPORATION COM 960413102 5,209 59,962 SH   DFND 1 0 59,962 0
WESTROCK CO COM 96145D105 2,529 81,881 SH   DFND 1 0 81,881 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 17,923 627,563 SH   DFND 1 0 627,563 0
WHIRLPOOL CORP COM 963320106 6,027 44,710 SH   DFND 1 0 44,710 0
WIX COM LTD SHS M98068105 4,557 58,257 SH   DFND 1 0 58,257 0
XCEL ENERGY INC COM 98389B100 17,539 274,049 SH   DFND 1 0 274,049 0
ZENDESK INC COM 98936J101 384 5,046 SH   DFND 1 0 5,046 0
ZILLOW GROUP INC CL C CAP STK 98954M200 4,376 152,940 SH   DFND 1 0 152,940 0
ZOETIS INC CL A 98978V103 9,677 65,254 SH   DFND 1 0 65,254 0
ZSCALER INC COM 98980G102 34,362 209,051 SH   DFND 1 0 209,051 0