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
3M CO COM 88579Y101   9,959,642 97,462 SH   DFND   97,462 0 0
ABBOTT LABS COM 002824100   44,659,998 429,795 SH   DFND   429,795 0 0
ABBVIE INC COM 00287Y109   73,984,466 431,346 SH   DFND   431,346 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   124,541,613 410,473 SH   DFND   410,473 0 0
ADOBE INC COM 00724F101   91,071,339 163,933 SH   DFND   163,933 0 0
ADVANCED MICRO DEVICES INC COM 007903107   96,535,226 595,125 SH   DFND   595,125 0 0
AECOM COM 00766T100   951,912 10,800 SH   DFND   10,800 0 0
AFLAC INC COM 001055102   5,711,910 63,956 SH   DFND   63,956 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   5,111,829 39,434 SH   DFND   39,434 0 0
AIR PRODS & CHEMS INC COM 009158106   77,521,833 300,414 SH   DFND   300,414 0 0
AIRBNB INC COM CL A 009066101   15,078,997 99,446 SH   DFND   99,446 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,206,351 13,392 SH   DFND   13,392 0 0
ALBEMARLE CORP COM 012653101   307,097 3,215 SH   DFND   3,215 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   20,830,325 1,054,700 SH   DFND   1,054,700 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   2,477,308 21,179 SH   DFND   21,179 0 0
ALIGN TECHNOLOGY INC COM 016255101   2,274,512 9,421 SH   DFND   9,421 0 0
ALLEGION PLC ORD SHS G0176J109   5,797,148 49,066 SH   DFND   49,066 0 0
ALPHABET INC CAP STK CL A 02079K305   551,737,086 3,029,026 SH   DFND   3,029,026 0 0
ALPHABET INC CAP STK CL C 02079K107   275,983,086 1,504,651 SH   DFND   1,504,651 0 0
ALTRIA GROUP INC COM 02209S103   10,532,435 231,228 SH   DFND   231,228 0 0
AMAZON COM INC COM 023135106   589,682,470 3,051,397 SH   DFND   3,051,397 0 0
AMCOR PLC ORD G0250X107   18,821,277 1,924,466 SH   DFND   1,924,466 0 0
AMEDISYS INC COM 023436108   20,407,140 222,300 SH   DFND   222,300 0 0
AMERICAN ELEC PWR CO INC COM 025537101   7,505,367 85,541 SH   DFND   85,541 0 0
AMERICAN EXPRESS CO COM 025816109   9,189,062 39,685 SH   DFND   39,685 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   6,094,139 82,087 SH   DFND   82,087 0 0
AMERICAN TOWER CORP NEW COM 03027X100   11,827,245 60,846 SH   DFND   60,846 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,887,803 14,616 SH   DFND   14,616 0 0
AMERIPRISE FINL INC COM 03076C106   5,248,029 12,285 SH   DFND   12,285 0 0
AMETEK INC COM 031100100   7,309,733 43,847 SH   DFND   43,847 0 0
AMGEN INC COM 031162100   94,960,741 303,923 SH   DFND   303,923 0 0
AMPHENOL CORP NEW CL A 032095101   27,934,903 414,649 SH   DFND   414,649 0 0
ANALOG DEVICES INC COM 032654105   69,238,106 303,330 SH   DFND   303,330 0 0
ANSYS INC COM 03662Q105   38,793,476 120,664 SH   DFND   120,664 0 0
AON PLC SHS CL A G0403H108   555,747 1,893 SH   DFND   1,893 0 0
APA CORPORATION COM 03743Q108   1,777,028 60,361 SH   DFND   60,361 0 0
APPLE INC COM 037833100   1,318,544,175 6,260,299 SH   DFND   6,260,299 0 0
APPLIED MATLS INC COM 038222105   84,953,096 359,986 SH   DFND   359,986 0 0
APTIV PLC SHS G6095L109   35,696,532 506,909 SH   DFND   506,909 0 0
ARAMARK COM 03852U106   7,348,320 216,000 SH   DFND   216,000 0 0
ARCH CAP GROUP LTD ORD G0450A105   4,666,667 46,255 SH   DFND   46,255 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   29,507,640 488,133 SH   DFND   488,133 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   5,970,400 1,756,000 SH   DFND   1,756,000 0 0
ARISTA NETWORKS INC COM 040413106   25,078,596 71,555 SH   DFND   71,555 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   1,751,552 10,705 SH   DFND   10,705 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,440,591 8,253 SH   DFND   8,253 0 0
AT&T INC COM 00206R102   48,365,958 2,530,924 SH   DFND   2,530,924 0 0
ATLASSIAN CORPORATION CL A 049468101   5,986,504 33,845 SH   DFND   33,845 0 0
AUTODESK INC COM 052769106   32,197,204 130,116 SH   DFND   130,116 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   29,423,555 123,271 SH   DFND   123,271 0 0
AUTOZONE INC COM 053332102   9,864,525 3,328 SH   DFND   3,328 0 0
AVALONBAY CMNTYS INC COM 053484101   3,953,047 19,107 SH   DFND   19,107 0 0
AVERY DENNISON CORP COM 053611109   7,792,467 35,639 SH   DFND   35,639 0 0
AVIS BUDGET GROUP COM 053774105   9,406,800 90,000 SH   DFND   90,000 0 0
AXON ENTERPRISE INC COM 05464C101   4,132,895 14,046 SH   DFND   14,046 0 0
BAKER HUGHES COMPANY CL A 05722G100   3,509,825 99,796 SH   DFND   99,796 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   4,864,550 485,000 SH   DFND   485,000 0 0
BANCO SANTANDER S.A. ADR 05964H105   691,954 149,450 SH   DFND   149,450 0 0
BANK AMERICA CORP COM 060505104   286,981,076 7,216,019 SH   DFND   7,216,019 0 0
BANK NEW YORK MELLON CORP COM 064058100   4,141,334 69,149 SH   DFND   69,149 0 0
BARRICK GOLD CORP COM 067901108   4,383,120 262,777 SH   DFND   262,777 0 0
BAUSCH HEALTH COS INC COM 071734107   52,275,000 7,500,000 SH   DFND   7,500,000 0 0
BECTON DICKINSON & CO COM 075887109   10,023,588 42,889 SH   DFND   42,889 0 0
BERKLEY W R CORP COM 084423102   548,567 6,981 SH   DFND   6,981 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   56,158,333 138,049 SH   DFND   138,049 0 0
BIOGEN INC COM 09062X103   5,701,613 24,595 SH   DFND   24,595 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   9,662,122 616,600 SH   DFND   616,600 0 0
BLACKROCK INC COM 09247X101   13,602,528 17,277 SH   DFND   17,277 0 0
BLACKSTONE INC COM 09260D107   10,942,930 88,392 SH   DFND   88,392 0 0
BOOKING HOLDINGS INC COM 09857L108   55,694,729 14,059 SH   DFND   14,059 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   8,541,450 55,500 SH   DFND   55,500 0 0
BOSTON BEER INC CL A 100557107   1,067,675 3,500 SH   DFND   3,500 0 0
BOSTON SCIENTIFIC CORP COM 101137107   15,234,965 197,831 SH   DFND   197,831 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   6,707,137 161,501 SH   DFND   161,501 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   2,807,744 121,600 SH   DFND   121,600 0 0
BROADCOM INC COM 11135F101   408,997,529 254,743 SH   DFND   254,743 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   3,132,891 15,903 SH   DFND   15,903 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   62,310,000 1,500,000 SH   DFND   1,500,000 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   5,158,720 188,000 SH   DFND   188,000 0 0
BROWN & BROWN INC COM 115236101   2,618,282 29,284 SH   DFND   29,284 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   210,830 1,524 SH   DFND   1,524 0 0
BUNGE GLOBAL SA COM H11356104   3,710,578 34,753 SH   DFND   34,753 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   23,355,455 75,891 SH   DFND   75,891 0 0
CALUMET SPECIALTY PRODS PART UT LTD PARTNER 131476103   4,156,950 259,000 SH   DFND   259,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102   1,564,201 14,336 SH   DFND   14,336 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   14,700,752 444,400 SH   DFND   444,400 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   1,069,885 57,152 SH   DFND   57,152 0 0
CATALENT INC COM 148806102   24,215,618 430,653 SH   DFND   430,653 0 0
CATERPILLAR INC COM 149123101   99,424,687 298,483 SH   DFND   298,483 0 0
CBOE GLOBAL MKTS INC COM 12503M108   2,211,800 13,006 SH   DFND   13,006 0 0
CBRE GROUP INC CL A 12504L109   2,351,167 26,385 SH   DFND   26,385 0 0
CDW CORP COM 12514G108   13,760,116 61,473 SH   DFND   61,473 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106   206,459,345 3,798,700 SH   DFND   3,798,700 0 0
CF INDS HLDGS INC COM 125269100   1,823,056 24,596 SH   DFND   24,596 0 0
CHARLES RIV LABS INTL INC COM 159864107   1,432,013 6,932 SH   DFND   6,932 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   246,343 824 SH   DFND   824 0 0
CHEMED CORP NEW COM 16359R103   922,386 1,700 SH   DFND   1,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208   13,168,464 75,300 SH   DFND   75,300 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   3,241,260 66,000 SH   DFND   66,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   11,984,945 191,300 SH   DFND   191,300 0 0
CHUBB LIMITED COM H1467J104   12,811,138 50,224 SH   DFND   50,224 0 0
CHURCH & DWIGHT CO INC COM 171340102   3,421,336 32,999 SH   DFND   32,999 0 0
CINCINNATI FINL CORP COM 172062101   2,286,888 19,364 SH   DFND   19,364 0 0
CINTAS CORP COM 172908105   9,456,311 13,504 SH   DFND   13,504 0 0
CISCO SYS INC COM 17275R102   127,163,746 2,676,568 SH   DFND   2,676,568 0 0
CITIGROUP INC COM NEW 172967424   15,352,497 241,924 SH   DFND   241,924 0 0
CITIZENS FINL GROUP INC COM 174610105   2,048,990 56,869 SH   DFND   56,869 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   2,762,505 179,500 SH   DFND   179,500 0 0
CLOROX CO DEL COM 189054109   20,248,190 148,371 SH   DFND   148,371 0 0
CME GROUP INC COM 12572Q105   12,848,007 65,351 SH   DFND   65,351 0 0
CMS ENERGY CORP COM 125896100   2,392,213 40,185 SH   DFND   40,185 0 0
COCA COLA CO COM 191216100   68,236,428 1,072,057 SH   DFND   1,072,057 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   3,363,096 46,152 SH   DFND   46,152 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   104,379,456 1,534,992 SH   DFND   1,534,992 0 0
COLGATE PALMOLIVE CO COM 194162103   10,717,971 110,449 SH   DFND   110,449 0 0
COMCAST CORP NEW CL A 20030N101   51,956,196 1,326,767 SH   DFND   1,326,767 0 0
CONAGRA BRANDS INC COM 205887102   1,824,280 64,190 SH   DFND   64,190 0 0
CONOCOPHILLIPS COM 20825C104   195,066,168 1,705,422 SH   DFND   1,705,422 0 0
CONSTELLATION BRANDS INC CL A 21036P108   4,801,874 18,664 SH   DFND   18,664 0 0
CONSTELLATION ENERGY CORP COM 21037T109   24,233,872 121,006 SH   DFND   121,006 0 0
COOPER COS INC COM 216648501   1,130,099 12,945 SH   DFND   12,945 0 0
COPA HOLDINGS SA CL A P31076105   1,399,146 14,700 SH   DFND   14,700 0 0
COPART INC COM 217204106   16,778,660 309,798 SH   DFND   309,798 0 0
CORNING INC COM 219350105   15,879,627 408,742 SH   DFND   408,742 0 0
CORTEVA INC COM 22052L104   18,053,017 334,687 SH   DFND   334,687 0 0
COSTAR GROUP INC COM 22160N109   14,159,999 190,990 SH   DFND   190,990 0 0
COSTCO WHSL CORP NEW COM 22160K105   88,227,262 103,798 SH   DFND   103,798 0 0
COTERRA ENERGY INC COM 127097103   21,317,304 799,299 SH   DFND   799,299 0 0
COUPANG INC CL A 22266T109   5,069,900 242,000 SH   DFND   242,000 0 0
CROSSAMERICA PARTNERS LP UT LTD PTN INT 22758A105   258,050 13,000 SH   DFND   13,000 0 0
CROWN CASTLE INC COM 22822V101   39,028,219 399,470 SH   DFND   399,470 0 0
CSX CORP COM 126408103   49,022,346 1,465,541 SH   DFND   1,465,541 0 0
CUMMINS INC COM 231021106   5,096,897 18,405 SH   DFND   18,405 0 0
CURTISS WRIGHT CORP COM 231561101   5,961,560 22,000 SH   DFND   22,000 0 0
CVS HEALTH CORP COM 126650100   17,537,749 296,948 SH   DFND   296,948 0 0
D R HORTON INC COM 23331A109   7,072,149 50,182 SH   DFND   50,182 0 0
DANAHER CORPORATION COM 235851102   35,673,583 142,780 SH   DFND   142,780 0 0
DARDEN RESTAURANTS INC COM 237194105   6,016,635 39,761 SH   DFND   39,761 0 0
DARLING INGREDIENTS INC COM 237266101   8,650,950 235,400 SH   DFND   235,400 0 0
DATADOG INC CL A COM 23804L103   5,235,845 40,372 SH   DFND   40,372 0 0
DAVITA INC COM 23918K108   3,888,690 28,063 SH   DFND   28,063 0 0
DAYFORCE INC COM 15677J108   255,291 5,147 SH   DFND   5,147 0 0
DBX ETF TR XTRACK USD HIGH 233051432   5,319,000 150,000 SH   DFND   150,000 0 0
DECKERS OUTDOOR CORP COM 243537107   8,183,049 8,454 SH   DFND   8,454 0 0
DEERE & CO COM 244199105   24,971,561 66,835 SH   DFND   66,835 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   1,092,960 27,000 SH   DFND   27,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   13,131,838 277,043 SH   DFND   277,043 0 0
DEXCOM INC COM 252131107   10,156,240 89,577 SH   DFND   89,577 0 0
DIAMONDBACK ENERGY INC COM 25278X109   725,689 3,625 SH   DFND   3,625 0 0
DICKS SPORTING GOODS INC COM 253393102   1,890,680 8,800 SH   DFND   8,800 0 0
DIGITAL RLTY TR INC COM 253868103   6,639,415 43,666 SH   DFND   43,666 0 0
DISCOVER FINL SVCS COM 254709108   4,054,587 30,996 SH   DFND   30,996 0 0
DISNEY WALT CO COM 254687106   43,802,081 441,153 SH   DFND   441,153 0 0
DOLLAR GEN CORP NEW COM 256677105   3,908,587 29,559 SH   DFND   29,559 0 0
DOLLAR TREE INC COM 256746108   17,367,956 162,667 SH   DFND   162,667 0 0
DOMINOS PIZZA INC COM 25754A201   6,159,301 11,929 SH   DFND   11,929 0 0
DOORDASH INC CL A 25809K105   3,025,498 27,813 SH   DFND   27,813 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105   2,252,050 73,000 SH   DFND   73,000 0 0
DOVER CORP COM 260003108   3,337,062 18,493 SH   DFND   18,493 0 0
DOW INC COM 260557103   2,402,369 45,285 SH   DFND   45,285 0 0
DUPONT DE NEMOURS INC COM 26614N102   16,601,948 206,261 SH   DFND   206,261 0 0
EASTGROUP PPTYS INC COM 277276101   986,580 5,800 SH   DFND   5,800 0 0
EASTMAN CHEM CO COM 277432100   10,564,203 107,831 SH   DFND   107,831 0 0
EATON CORP PLC SHS G29183103   54,776,558 174,698 SH   DFND   174,698 0 0
EBAY INC. COM 278642103   2,583,341 48,089 SH   DFND   48,089 0 0
ECOLAB INC COM 278865100   33,129,600 139,200 SH   DFND   139,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   7,490,006 81,087 SH   DFND   81,087 0 0
ELECTRONIC ARTS INC COM 285512109   5,090,143 36,533 SH   DFND   36,533 0 0
ELI LILLY & CO COM 532457108   107,492,146 118,726 SH   DFND   118,726 0 0
EMCOR GROUP INC COM 29084Q100   1,241,272 3,400 SH   DFND   3,400 0 0
EMERSON ELEC CO COM 291011104   22,074,191 200,383 SH   DFND   200,383 0 0
ENPHASE ENERGY INC COM 29355A107   11,301,431 113,343 SH   DFND   113,343 0 0
ENTEGRIS INC COM 29362U104   4,874,400 36,000 SH   DFND   36,000 0 0
ENTERGY CORP NEW COM 29364G103   11,637,106 108,758 SH   DFND   108,758 0 0
EOG RES INC COM 26875P101   14,831,766 117,834 SH   DFND   117,834 0 0
EPAM SYS INC COM 29414B104   1,467,446 7,801 SH   DFND   7,801 0 0
EQUINIX INC COM 29444U700   2,096,539 2,771 SH   DFND   2,771 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   3,217,792 46,406 SH   DFND   46,406 0 0
ESSEX PPTY TR INC COM 297178105   1,515,882 5,569 SH   DFND   5,569 0 0
ETSY INC COM 29786A106   9,984,488 169,286 SH   DFND   169,286 0 0
EVEREST GROUP LTD COM G3223R108   2,047,983 5,375 SH   DFND   5,375 0 0
EVERGY INC COM 30034W106   4,923,032 92,940 SH   DFND   92,940 0 0
EXELON CORP COM 30161N101   4,395,297 126,995 SH   DFND   126,995 0 0
EXPEDIA GROUP INC COM NEW 30212P303   2,152,161 17,082 SH   DFND   17,082 0 0
EXPEDITORS INTL WASH INC COM 302130109   2,370,173 19,007 SH   DFND   19,007 0 0
EXTRA SPACE STORAGE INC COM 30225T102   2,314,055 14,890 SH   DFND   14,890 0 0
EXXON MOBIL CORP COM 30231G102   96,075,353 834,567 SH   DFND   834,567 0 0
F5 INC COM 315616102   5,509,121 31,987 SH   DFND   31,987 0 0
FASTENAL CO COM 311900104   8,104,098 128,964 SH   DFND   128,964 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   1,014,345 10,046 SH   DFND   10,046 0 0
FEDEX CORP COM 31428X106   9,134,326 30,464 SH   DFND   30,464 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   5,184,768 68,800 SH   DFND   68,800 0 0
FIFTH THIRD BANCORP COM 316773100   643,647 17,639 SH   DFND   17,639 0 0
FIRST INDL RLTY TR INC COM 32054K103   23,755,000 500,000 SH   DFND   500,000 0 0
FIRST SOLAR INC COM 336433107   19,534,982 86,645 SH   DFND   86,645 0 0
FISERV INC COM 337738108   10,786,025 72,370 SH   DFND   72,370 0 0
FLOWERS FOODS INC COM 343498101   901,320 40,600 SH   DFND   40,600 0 0
FLOWSERVE CORP COM 34354P105   1,827,800 38,000 SH   DFND   38,000 0 0
FORD MTR CO DEL COM 345370860   7,659,871 610,835 SH   DFND   610,835 0 0
FORTINET INC COM 34959E109   19,548,514 324,349 SH   DFND   324,349 0 0
FORTIVE CORP COM 34959J108   18,959,967 255,870 SH   DFND   255,870 0 0
FOX CORP CL B COM 35137L204   23,488,335 733,552 SH   DFND   733,552 0 0
FREEPORT-MCMORAN INC CL B 35671D857   32,527,834 669,297 SH   DFND   669,297 0 0
GALLAGHER ARTHUR J & CO COM 363576109   7,008,112 27,026 SH   DFND   27,026 0 0
GARMIN LTD SHS H2906T109   4,769,809 29,277 SH   DFND   29,277 0 0
GARTNER INC COM 366651107   3,343,701 7,446 SH   DFND   7,446 0 0
GE VERNOVA INC COM 36828A101   32,976,742 192,273 SH   DFND   192,273 0 0
GEN DIGITAL INC COM 668771108   10,083,327 403,656 SH   DFND   403,656 0 0
GENERAL AEROSPACE COM 369604301   96,548,681 607,339 SH   DFND   607,339 0 0
GENERAL DYNAMICS CORP COM 369550108   8,876,543 30,594 SH   DFND   30,594 0 0
GENERAL MLS INC COM 370334104   5,981,296 94,551 SH   DFND   94,551 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   9,483,237 662,700 SH   DFND   662,700 0 0
GENUINE PARTS CO COM 372460105   2,592,670 18,744 SH   DFND   18,744 0 0
GILEAD SCIENCES INC COM 375558103   19,409,563 282,897 SH   DFND   282,897 0 0
GLOBAL PMTS INC COM 37940X102   12,722,916 131,571 SH   DFND   131,571 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   22,806,810 787,800 SH   DFND   787,800 0 0
GLOBAL X FDS US PFD ETF 37954Y657   6,643,968 337,600 SH   DFND   337,600 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   2,528,961 50,019 SH   DFND   50,019 0 0
GLOBANT S A COM L44385109   4,634,760 26,000 SH   DFND   26,000 0 0
GLOBE LIFE INC COM 37959E102   854,560 10,386 SH   DFND   10,386 0 0
GODADDY INC CL A 380237107   4,689,366 33,565 SH   DFND   33,565 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   4,470,731 9,884 SH   DFND   9,884 0 0
GRACO INC COM 384109104   1,300,192 16,400 SH   DFND   16,400 0 0
GRAINGER W W INC COM 384802104   13,880,060 15,384 SH   DFND   15,384 0 0
HALLIBURTON CO COM 406216101   4,024,144 119,128 SH   DFND   119,128 0 0
HASBRO INC COM 418056107   1,039,253 17,765 SH   DFND   17,765 0 0
HASHICORP INC COM CL A 418100103   5,919,333 175,700 SH   DFND   175,700 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   2,644,664 293,200 SH   DFND   293,200 0 0
HCA HEALTHCARE INC COM 40412C101   4,303,224 13,394 SH   DFND   13,394 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,899,377 96,907 SH   DFND   96,907 0 0
HENRY JACK & ASSOC INC COM 426281101   1,497,002 9,017 SH   DFND   9,017 0 0
HERSHEY CO COM 427866108   2,189,231 11,909 SH   DFND   11,909 0 0
HESS CORP COM 42809H107   21,389,072 144,991 SH   DFND   144,991 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   6,688,259 315,931 SH   DFND   315,931 0 0
HIGHWOODS PPTYS INC COM 431284108   474,279 18,054 SH   DFND   18,054 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   7,341,775 33,647 SH   DFND   33,647 0 0
HOLOGIC INC COM 436440101   8,568,747 115,404 SH   DFND   115,404 0 0
HOME DEPOT INC COM 437076102   79,631,318 231,325 SH   DFND   231,325 0 0
HONEYWELL INTL INC COM 438516106   55,728,815 260,976 SH   DFND   260,976 0 0
HORMEL FOODS CORP COM 440452100   1,190,939 39,060 SH   DFND   39,060 0 0
HOST HOTELS & RESORTS INC COM 44107P104   274,591 15,272 SH   DFND   15,272 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102   1,536,234 23,700 SH   DFND   23,700 0 0
HOWMET AEROSPACE INC COM 443201108   5,347,154 68,880 SH   DFND   68,880 0 0
HP INC COM 40434L105   16,417,271 468,797 SH   DFND   468,797 0 0
HUBBELL INC COM 443510607   4,467,628 12,224 SH   DFND   12,224 0 0
HUMANA INC COM 444859102   6,058,735 16,215 SH   DFND   16,215 0 0
HUNT J B TRANS SVCS INC COM 445658107   1,755,200 10,970 SH   DFND   10,970 0 0
HUNTINGTON BANCSHARES INC COM 446150104   1,211,018 91,883 SH   DFND   91,883 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   1,307,027 5,306 SH   DFND   5,306 0 0
IDEX CORP COM 45167R104   4,403,463 21,886 SH   DFND   21,886 0 0
IDEXX LABS INC COM 45168D104   9,062,894 18,602 SH   DFND   18,602 0 0
ILLINOIS TOOL WKS INC COM 452308109   8,658,518 36,540 SH   DFND   36,540 0 0
ILLUMINA INC COM 452327109   1,507,978 14,447 SH   DFND   14,447 0 0
IMAX CORP COM 45245E109   1,617,450 96,449 SH   DFND   96,449 0 0
INSULET CORP COM 45784P101   7,007,505 34,725 SH   DFND   34,725 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   2,214,640 76,000 SH   DFND   76,000 0 0
INTEL CORP COM 458140100   54,808,755 1,769,737 SH   DFND   1,769,737 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   96,249,961 556,519 SH   DFND   556,519 0 0
INTUIT COM 461202103   29,131,490 44,326 SH   DFND   44,326 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   56,271,746 126,496 SH   DFND   126,496 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   1,824,168 86,700 SH   DFND   86,700 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   29,881,612 62,369 SH   DFND   62,369 0 0
INVITATION HOMES INC COM 46187W107   2,780,721 77,479 SH   DFND   77,479 0 0
IQVIA HLDGS INC COM 46266C105   5,184,086 24,518 SH   DFND   24,518 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   1,091,420 41,000 SH   DFND   41,000 0 0
IRON MTN INC DEL COM 46284V101   3,535,061 39,445 SH   DFND   39,445 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   5,536,785 202,590 SH   DFND   202,590 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   38,446,416 563,400 SH   DFND   563,400 0 0
ISHARES TR BROAD USD HIGH 46435U853   6,000,712 165,400 SH   DFND   165,400 0 0
ISHARES TR CRE U S REIT ETF 464288521   2,308,436 43,100 SH   DFND   43,100 0 0
ISHARES TR ESG AWR MSCI USA 46435G425   31,524,344 264,200 SH   DFND   264,200 0 0
ISHARES TR GLOBAL REIT ETF 46434V647   5,008,050 215,400 SH   DFND   215,400 0 0
ISHARES TR MSCI EAFE ETF 464287465   19,762,659 252,300 SH   DFND   252,300 0 0
JABIL INC COM 466313103   5,137,934 47,228 SH   DFND   47,228 0 0
JOHNSON & JOHNSON COM 478160104   73,383,720 502,078 SH   DFND   502,078 0 0
JOHNSON CTLS INTL PLC SHS G51502105   131,660,519 1,980,751 SH   DFND   1,980,751 0 0
JPMORGAN CHASE & CO COM 46625H100   55,673,076 275,255 SH   DFND   275,255 0 0
JUNIPER NETWORKS INC COM 48203R104   32,975,554 904,431 SH   DFND   904,431 0 0
KBR INC COM 48242W106   7,440,240 116,000 SH   DFND   116,000 0 0
KELLANOVA COM 487836108   5,050,461 87,560 SH   DFND   87,560 0 0
KENVUE INC COM 49177J102   52,624,955 2,894,662 SH   DFND   2,894,662 0 0
KEURIG DR PEPPER INC COM 49271V100   18,616,659 557,385 SH   DFND   557,385 0 0
KEYCORP COM 493267108   1,675,174 117,887 SH   DFND   117,887 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   3,212,121 23,489 SH   DFND   23,489 0 0
KIMBERLY-CLARK CORP COM 494368103   10,044,100 72,678 SH   DFND   72,678 0 0
KIMCO RLTY CORP COM 49446R109   4,913,708 252,503 SH   DFND   252,503 0 0
KINDER MORGAN INC DEL COM 49456B101   14,552,172 732,369 SH   DFND   732,369 0 0
KKR & CO INC COM 48251W104   8,663,357 82,320 SH   DFND   82,320 0 0
KLA CORP COM NEW 482480100   43,144,135 52,327 SH   DFND   52,327 0 0
KROGER CO COM 501044101   6,254,881 125,273 SH   DFND   125,273 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   3,626,202 137,826 SH   DFND   137,826 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   5,732,180 25,524 SH   DFND   25,524 0 0
LABCORP HOLDINGS INC COM SHS 504922105   2,308,414 11,343 SH   DFND   11,343 0 0
LAM RESEARCH CORP COM 512807108   115,268,948 108,249 SH   DFND   108,249 0 0
LAS VEGAS SANDS CORP COM 517834107   12,085,737 273,124 SH   DFND   273,124 0 0
LAUDER ESTEE COS INC CL A 518439104   6,506,998 61,156 SH   DFND   61,156 0 0
LEIDOS HOLDINGS INC COM 525327102   14,324,541 98,194 SH   DFND   98,194 0 0
LENNAR CORP CL A 526057104   14,230,157 94,950 SH   DFND   94,950 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   800,372 14,600 SH   DFND   14,600 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   2,805,748 74,800 SH   DFND   74,800 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   11,419,768 298,400 SH   DFND   298,400 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   12,691,950 573,000 SH   DFND   573,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   10,260,080 463,000 SH   DFND   463,000 0 0
LIGHT & WONDER INC COM 80874P109   61,879,200 590,000 SH   DFND   590,000 0 0
LINDE PLC SHS G54950103   147,469,121 336,066 SH   DFND   336,066 0 0
LOCKHEED MARTIN CORP COM 539830109   13,422,119 28,735 SH   DFND   28,735 0 0
LOEWS CORP COM 540424108   1,678,287 22,455 SH   DFND   22,455 0 0
LOUISIANA PAC CORP COM 546347105   2,716,890 33,000 SH   DFND   33,000 0 0
LOWES COS INC COM 548661107   16,949,626 76,883 SH   DFND   76,883 0 0
LULULEMON ATHLETICA INC COM 550021109   4,502,305 15,073 SH   DFND   15,073 0 0
LYFT INC CL A COM 55087P104   10,575,000 750,000 SH   DFND   750,000 0 0
M & T BK CORP COM 55261F104   3,123,616 20,637 SH   DFND   20,637 0 0
MAPLEBEAR INC COM 565394103   2,320,508 72,200 SH   DFND   72,200 0 0
MARATHON OIL CORP COM 565849106   30,788,656 1,073,898 SH   DFND   1,073,898 0 0
MARKETAXESS HLDGS INC COM 57060D108   940,085 4,688 SH   DFND   4,688 0 0
MARRIOTT INTL INC NEW CL A 571903202   34,158,958 141,287 SH   DFND   141,287 0 0
MARSH & MCLENNAN COS INC COM 571748102   12,841,909 60,943 SH   DFND   60,943 0 0
MARVELL TECHNOLOGY INC COM 573874104   15,209,960 217,596 SH   DFND   217,596 0 0
MASCO CORP COM 574599106   1,975,899 29,637 SH   DFND   29,637 0 0
MASIMO CORP COM 574795100   12,468,060 99,000 SH   DFND   99,000 0 0
MASTEC INC COM 576323109   3,156,205 29,500 SH   DFND   29,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   799,758,671 1,812,854 SH   DFND   1,812,854 0 0
MATCH GROUP INC NEW COM 57667L107   10,658,398 350,836 SH   DFND   350,836 0 0
MCCORMICK & CO INC COM NON VTG 579780206   3,857,363 54,375 SH   DFND   54,375 0 0
MCDONALDS CORP COM 580135101   64,204,644 251,941 SH   DFND   251,941 0 0
MCKESSON CORP COM 58155Q103   16,114,248 27,591 SH   DFND   27,591 0 0
MDU RES GROUP INC COM 552690109   4,267,000 170,000 SH   DFND   170,000 0 0
MERCADOLIBRE INC COM 58733R102   7,554,710 4,597 SH   DFND   4,597 0 0
MERCK & CO INC COM 58933Y105   147,019,557 1,187,557 SH   DFND   1,187,557 0 0
META PLATFORMS INC CL A 30303M102   444,825,405 882,205 SH   DFND   882,205 0 0
METLIFE INC COM 59156R108   1,846,418 26,306 SH   DFND   26,306 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   4,016,674 2,874 SH   DFND   2,874 0 0
MGM RESORTS INTERNATIONAL COM 552953101   1,500,650 33,768 SH   DFND   33,768 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   24,834,473 271,415 SH   DFND   271,415 0 0
MICRON TECHNOLOGY INC COM 595112103   118,394,230 900,131 SH   DFND   900,131 0 0
MICROSOFT CORP COM 594918104   1,114,517,202 2,493,606 SH   DFND   2,493,606 0 0
MID-AMER APT CMNTYS INC COM 59522J103   2,241,829 15,720 SH   DFND   15,720 0 0
MOLINA HEALTHCARE INC COM 60855R100   2,344,211 7,885 SH   DFND   7,885 0 0
MONDELEZ INTL INC CL A 609207105   19,771,845 302,137 SH   DFND   302,137 0 0
MONOLITHIC PWR SYS INC COM 609839105   50,573,582 61,549 SH   DFND   61,549 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   9,486,104 189,912 SH   DFND   189,912 0 0
MOODYS CORP COM 615369105   8,175,723 19,423 SH   DFND   19,423 0 0
MORGAN STANLEY COM NEW 617446448   11,631,505 119,678 SH   DFND   119,678 0 0
MOSAIC CO NEW COM 61945C103   12,174,038 421,247 SH   DFND   421,247 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   14,300,450 37,043 SH   DFND   37,043 0 0
MPLX LP COM UNIT REP LTD 55336V100   166,245,806 3,903,400 SH   DFND   3,903,400 0 0
NASDAQ INC COM 631103108   2,957,260 49,075 SH   DFND   49,075 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608   4,876,416 54,400 SH   DFND   54,400 0 0
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409   663,390 13,000 SH   DFND   13,000 0 0
NETAPP INC COM 64110D104   3,576,905 27,771 SH   DFND   27,771 0 0
NETFLIX INC COM 64110L106   76,936,320 114,000 SH   DFND   114,000 0 0
NEWMONT CORP COM 651639106   8,626,016 206,019 SH   DFND   206,019 0 0
NEWS CORP NEW CL A 65249B109   1,293,777 46,927 SH   DFND   46,927 0 0
NEWS CORP NEW CL B 65249B208   1,998,514 70,395 SH   DFND   70,395 0 0
NEXTERA ENERGY INC COM 65339F101   7,057,137 99,663 SH   DFND   99,663 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   7,493,860 1,481,000 SH   DFND   1,481,000 0 0
NORFOLK SOUTHN CORP COM 655844108   6,526,576 30,400 SH   DFND   30,400 0 0
NORTHERN TR CORP COM 665859104   2,125,114 25,305 SH   DFND   25,305 0 0
NORTHROP GRUMMAN CORP COM 666807102   8,160,548 18,719 SH   DFND   18,719 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   1,084,803 57,733 SH   DFND   57,733 0 0
NRG ENERGY INC COM NEW 629377508   11,855,820 152,271 SH   DFND   152,271 0 0
NUCOR CORP COM 670346105   5,100,135 32,263 SH   DFND   32,263 0 0
NVIDIA CORPORATION COM 67066G104   1,143,213,464 9,253,792 SH   DFND   9,253,792 0 0
NVR INC COM 62944T105   11,997,513 1,581 SH   DFND   1,581 0 0
NXP SEMICONDUCTORS N V COM N6596X109   15,378,224 57,149 SH   DFND   57,149 0 0
OCCIDENTAL PETE CORP COM 674599105   1,917,373 30,420 SH   DFND   30,420 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   7,713,888 43,680 SH   DFND   43,680 0 0
ON SEMICONDUCTOR CORP COM 682189105   14,869,112 216,909 SH   DFND   216,909 0 0
ONEOK INC NEW COM 682680103   53,704,263 658,544 SH   DFND   658,544 0 0
ORACLE CORP COM 68389X105   40,314,153 285,511 SH   DFND   285,511 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   14,009,692 13,266 SH   DFND   13,266 0 0
OTIS WORLDWIDE CORP COM 68902V107   5,237,218 54,407 SH   DFND   54,407 0 0
OVINTIV INC COM 69047Q102   9,608,350 205,000 SH   DFND   205,000 0 0
OWENS CORNING NEW COM 690742101   2,206,244 12,700 SH   DFND   12,700 0 0
PACCAR INC COM 693718108   12,153,302 118,062 SH   DFND   118,062 0 0
PACKAGING CORP AMER COM 695156109   10,204,191 55,895 SH   DFND   55,895 0 0
PALO ALTO NETWORKS INC COM 697435105   691,919 2,041 SH   DFND   2,041 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   734,230 70,667 SH   DFND   70,667 0 0
PARKER-HANNIFIN CORP COM 701094104   11,075,722 21,897 SH   DFND   21,897 0 0
PAYCHEX INC COM 704326107   8,981,157 75,752 SH   DFND   75,752 0 0
PAYCOM SOFTWARE INC COM 70432V102   925,326 6,469 SH   DFND   6,469 0 0
PAYPAL HLDGS INC COM 70450Y103   631,308 10,879 SH   DFND   10,879 0 0
PENN ENTERTAINMENT INC COM 707569109   25,161,500 1,300,000 SH   DFND   1,300,000 0 0
PENTAIR PLC SHS G7S00T104   1,712,884 22,341 SH   DFND   22,341 0 0
PEPSICO INC COM 713448108   101,829,431 617,410 SH   DFND   617,410 0 0
PFIZER INC COM 717081103   35,102,925 1,254,572 SH   DFND   1,254,572 0 0
PG&E CORP COM 69331C108   12,581,047 720,564 SH   DFND   720,564 0 0
PHILIP MORRIS INTL INC COM 718172109   45,545,606 449,478 SH   DFND   449,478 0 0
PHILLIPS 66 COM 718546104   74,812,759 529,948 SH   DFND   529,948 0 0
PHINIA INC COMMON STOCK 71880K101   4,644,480 118,000 SH   DFND   118,000 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   18,288,640 1,024,000 SH   DFND   1,024,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   5,834,200 310,000 SH   DFND   310,000 0 0
PNC FINL SVCS GROUP INC COM 693475105   3,516,180 22,615 SH   DFND   22,615 0 0
POOL CORP COM 73278L105   4,469,500 14,543 SH   DFND   14,543 0 0
PPG INDS INC COM 693506107   12,673,472 100,671 SH   DFND   100,671 0 0
PREMIER INC CL A 74051N102   235,242 12,600 SH   DFND   12,600 0 0
PRICE T ROWE GROUP INC COM 74144T108   1,916,337 16,619 SH   DFND   16,619 0 0
PROCTER AND GAMBLE CO COM 742718109   61,965,392 375,730 SH   DFND   375,730 0 0
PROLOGIS INC. COM 74340W103   13,889,265 123,669 SH   DFND   123,669 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467   9,382,288 97,600 SH   DFND   97,600 0 0
PRUDENTIAL FINL INC COM 744320102   5,138,782 43,850 SH   DFND   43,850 0 0
PTC INC COM 69370C100   1,146,883 6,313 SH   DFND   6,313 0 0
PUBLIC STORAGE COM 74460D109   29,363,600 102,081 SH   DFND   102,081 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   11,926,355 161,823 SH   DFND   161,823 0 0
PULTE GROUP INC COM 745867101   6,386,240 58,004 SH   DFND   58,004 0 0
QORVO INC COM 74736K101   4,872,752 41,992 SH   DFND   41,992 0 0
QUALCOMM INC COM 747525103   162,017,792 813,424 SH   DFND   813,424 0 0
QUANTA SVCS INC COM 74762E102   14,152,305 55,698 SH   DFND   55,698 0 0
QUEST DIAGNOSTICS INC COM 74834L100   5,399,505 39,447 SH   DFND   39,447 0 0
RALPH LAUREN CORP CL A 751212101   923,967 5,278 SH   DFND   5,278 0 0
REALTY INCOME CORP COM 756109104   6,189,078 117,173 SH   DFND   117,173 0 0
REGENCY CTRS CORP COM 758849103   1,376,424 22,129 SH   DFND   22,129 0 0
REGENERON PHARMACEUTICALS COM 75886F107   5,318,212 5,060 SH   DFND   5,060 0 0
REPUBLIC SVCS INC COM 760759100   15,458,970 79,546 SH   DFND   79,546 0 0
ROBLOX CORP CL A 771049103   10,604,850 285,000 SH   DFND   285,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,874,198 10,441 SH   DFND   10,441 0 0
ROKU INC COM CL A 77543R102   5,561,504 92,800 SH   DFND   92,800 0 0
ROLLINS INC COM 775711104   1,843,872 37,792 SH   DFND   37,792 0 0
ROPER TECHNOLOGIES INC COM 776696106   13,590,406 24,111 SH   DFND   24,111 0 0
ROSS STORES INC COM 778296103   41,274,804 284,027 SH   DFND   284,027 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   962,505 36,500 SH   DFND   36,500 0 0
RTX CORPORATION COM 75513E101   17,959,871 178,901 SH   DFND   178,901 0 0
S&P GLOBAL INC COM 78409V104   1,751,888 3,928 SH   DFND   3,928 0 0
SALESFORCE INC COM 79466L302   219,221,457 852,670 SH   DFND   852,670 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,838,105 14,458 SH   DFND   14,458 0 0
SCHLUMBERGER LTD COM STK 806857108   26,129,464 553,825 SH   DFND   553,825 0 0
SCHWAB CHARLES CORP COM 808513105   561,739 7,623 SH   DFND   7,623 0 0
SEADRILL LTD COM G7997W102   22,377,420 434,513 SH   DFND   434,513 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   1,856,795 17,980 SH   DFND   17,980 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   182,805,000 1,500,000 SH   DFND   1,500,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   167,789,000 1,900,000 SH   DFND   1,900,000 0 0
SERVICENOW INC COM 81762P102   31,927,002 40,585 SH   DFND   40,585 0 0
SHERWIN WILLIAMS CO COM 824348106   43,000,480 144,089 SH   DFND   144,089 0 0
SKECHERS U S A INC CL A 830566105   2,294,784 33,200 SH   DFND   33,200 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   2,301,062 21,590 SH   DFND   21,590 0 0
SMARTSHEET INC COM CL A 83200N103   4,729,784 107,300 SH   DFND   107,300 0 0
SMITH A O CORP COM 831865209   1,329,170 16,253 SH   DFND   16,253 0 0
SMUCKER J M CO COM NEW 832696405   1,557,854 14,287 SH   DFND   14,287 0 0
SNAP ON INC COM 833034101   1,854,301 7,094 SH   DFND   7,094 0 0
SNOWFLAKE INC CL A 833445109   32,542,776 240,897 SH   DFND   240,897 0 0
SOLVENTUM CORP COM SHS 83444M101   983,145 18,592 SH   DFND   18,592 0 0
SOUTHWEST AIRLS CO COM 844741108   66,733,683 2,332,530 SH   DFND   2,332,530 0 0
SOUTHWESTERN ENERGY CO COM 845467109   13,027,934 1,935,800 SH   DFND   1,935,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   22,902,954 42,084 SH   DFND   42,084 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   15,156,057 48,300 SH   DFND   48,300 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   1,504,080 24,000 SH   DFND   24,000 0 0
STARBUCKS CORP COM 855244109   83,166,844 1,068,296 SH   DFND   1,068,296 0 0
STEEL DYNAMICS INC COM 858119100   8,919,442 68,876 SH   DFND   68,876 0 0
STERICYCLE INC COM 858912108   4,406,254 75,800 SH   DFND   75,800 0 0
STRYKER CORPORATION COM 863667101   26,070,976 76,623 SH   DFND   76,623 0 0
SUNRUN INC COM 86771W105   1,174,140 99,000 SH   DFND   99,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   871,788 1,064 SH   DFND   1,064 0 0
SYNOPSYS INC COM 871607107   11,913,696 20,021 SH   DFND   20,021 0 0
SYSCO CORP COM 871829107   4,783,844 67,010 SH   DFND   67,010 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,965,025 17,059 SH   DFND   17,059 0 0
TAPESTRY INC COM 876030107   1,338,514 31,281 SH   DFND   31,281 0 0
TARGA RES CORP COM 87612G101   17,673,123 137,235 SH   DFND   137,235 0 0
TARGET CORP COM 87612E106   9,215,934 62,253 SH   DFND   62,253 0 0
TE CONNECTIVITY LTD SHS H84989104   6,198,769 41,207 SH   DFND   41,207 0 0
TECHNIPFMC PLC COM G87110105   19,630,648 750,694 SH   DFND   750,694 0 0
TELEFLEX INCORPORATED COM 879369106   3,057,778 14,538 SH   DFND   14,538 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   15,963,600 120,000 SH   DFND   120,000 0 0
TERADATA CORP DEL COM 88076W103   705,024 20,400 SH   DFND   20,400 0 0
TERADYNE INC COM 880770102   11,567,658 78,007 SH   DFND   78,007 0 0
TEXAS INSTRS INC COM 882508104   75,550,394 388,374 SH   DFND   388,374 0 0
TEXTRON INC COM 883203101   2,203,253 25,661 SH   DFND   25,661 0 0
THE CIGNA GROUP COM 125523100   12,636,369 38,226 SH   DFND   38,226 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   111,023,045 200,765 SH   DFND   200,765 0 0
TJX COS INC NEW COM 872540109   50,909,359 462,392 SH   DFND   462,392 0 0
T-MOBILE US INC COM 872590104   19,494,493 110,651 SH   DFND   110,651 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   48,799,397 148,358 SH   DFND   148,358 0 0
TRANSUNION COM 89400J107   4,279,032 57,700 SH   DFND   57,700 0 0
TRAVELERS COMPANIES INC COM 89417E109   5,759,402 28,324 SH   DFND   28,324 0 0
TRIMBLE INC COM 896239100   489,915 8,761 SH   DFND   8,761 0 0
TRIPADVISOR INC COM 896945201   2,653,690 149,000 SH   DFND   149,000 0 0
TRUIST FINL CORP COM 89832Q109   1,422,415 36,613 SH   DFND   36,613 0 0
TYLER TECHNOLOGIES INC COM 902252105   358,482 713 SH   DFND   713 0 0
TYSON FOODS INC CL A 902494103   2,209,375 38,666 SH   DFND   38,666 0 0
UBER TECHNOLOGIES INC COM 90353T100   37,838,444 520,617 SH   DFND   520,617 0 0
UBIQUITI INC COM 90353W103   1,529,430 10,500 SH   DFND   10,500 0 0
UDR INC COM 902653104   6,076,497 147,667 SH   DFND   147,667 0 0
UGI CORP NEW COM 902681105   977,830 42,700 SH   DFND   42,700 0 0
ULTA BEAUTY INC COM 90384S303   4,866,592 12,612 SH   DFND   12,612 0 0
UNION PAC CORP COM 907818108   29,200,437 129,057 SH   DFND   129,057 0 0
UNITED AIRLS HLDGS INC COM 910047109   2,152,913 44,244 SH   DFND   44,244 0 0
UNITED PARCEL SERVICE INC CL B 911312106   8,602,391 62,860 SH   DFND   62,860 0 0
UNITED RENTALS INC COM 911363109   492,162 761 SH   DFND   761 0 0
UNITED STATES STL CORP NEW COM 912909108   39,058,740 1,033,300 SH   DFND   1,033,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102   56,108,230 110,176 SH   DFND   110,176 0 0
UNITY SOFTWARE INC COM 91332U101   6,484,488 398,800 SH   DFND   398,800 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   10,084,233 54,530 SH   DFND   54,530 0 0
US BANCORP DEL COM NEW 902973304   7,685,880 193,599 SH   DFND   193,599 0 0
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109   2,610,300 110,000 SH   DFND   110,000 0 0
VALARIS LTD CL A G9460G101   245,850 3,300 SH   DFND   3,300 0 0
VALE S A SPONSORED ADS 91912E105   385,365 34,500 SH   DFND   34,500 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   6,802,965 200,500 SH   DFND   200,500 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   13,641,748 85,043 SH   DFND   85,043 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   3,623,328 82,800 SH   DFND   82,800 0 0
VANGUARD WORLD FDS MATERIALS ETF 92204A801   1,598,829 8,300 SH   DFND   8,300 0 0
VENTAS INC COM 92276F100   15,632,608 304,967 SH   DFND   304,967 0 0
VERALTO CORP COM SHS 92338C103   10,937,330 114,563 SH   DFND   114,563 0 0
VERISIGN INC COM 92343E102   27,160,728 152,760 SH   DFND   152,760 0 0
VERISK ANALYTICS INC COM 92345Y106   11,358,028 42,137 SH   DFND   42,137 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   36,704,713 890,027 SH   DFND   890,027 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   30,994,110 66,125 SH   DFND   66,125 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   6,882,315 79,500 SH   DFND   79,500 0 0
VICI PPTYS INC COM 925652109   5,047,113 176,226 SH   DFND   176,226 0 0
VISA INC COM CL A 92826C839   68,775,802 262,033 SH   DFND   262,033 0 0
VISTRA CORP COM 92840M102   3,778,821 43,950 SH   DFND   43,950 0 0
VORNADO RLTY TR SH BEN INT 929042109   34,121,160 1,297,876 SH   DFND   1,297,876 0 0
VULCAN MATLS CO COM 929160109   10,170,017 40,896 SH   DFND   40,896 0 0
WABTEC COM 929740108   15,911,368 100,673 SH   DFND   100,673 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   255,144 21,095 SH   DFND   21,095 0 0
WALMART INC COM 931142103   47,059,601 695,017 SH   DFND   695,017 0 0
WASTE MGMT INC DEL COM 94106L109   49,527,521 232,153 SH   DFND   232,153 0 0
WELLS FARGO CO NEW COM 949746101   22,473,829 378,411 SH   DFND   378,411 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   8,433,043 25,602 SH   DFND   25,602 0 0
WESTERN DIGITAL CORP. COM 958102105   419,614 5,538 SH   DFND   5,538 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   16,384,652 412,400 SH   DFND   412,400 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103   338,700 15,000 SH   DFND   15,000 0 0
WESTROCK CO COM 96145D105   14,320,934 284,937 SH   DFND   284,937 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   7,176,935 252,798 SH   DFND   252,798 0 0
WHIRLPOOL CORP COM 963320106   1,134,420 11,100 SH   DFND   11,100 0 0
WILLIAMS COS INC COM 969457100   1,628,260 38,312 SH   DFND   38,312 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   3,157,512 65,400 SH   DFND   65,400 0 0
WORKDAY INC CL A 98138H101   4,297,941 19,225 SH   DFND   19,225 0 0
WYNN RESORTS LTD COM 983134107   1,137,277 12,707 SH   DFND   12,707 0 0
XCEL ENERGY INC COM 98389B100   6,684,582 125,156 SH   DFND   125,156 0 0
XYLEM INC COM 98419M100   4,424,793 32,624 SH   DFND   32,624 0 0
YUM BRANDS INC COM 988498101   12,581,051 94,980 SH   DFND   94,980 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   563,179 1,823 SH   DFND   1,823 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   11,600,012 106,883 SH   DFND   106,883 0 0
ZOETIS INC CL A 98978V103   18,545,533 106,977 SH   DFND   106,977 0 0
ZSCALER INC COM 98980G102   2,611,670 13,589 SH   DFND   13,589 0 0