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 15,648 78,782 SH   DFND 1 78,782 0 0
ABBOTT LABS COM 002824100 3,120 26,915 SH   DFND 1 26,915 0 0
ABBVIE INC COM 00287Y109 5,371 47,685 SH   DFND 1 47,685 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 8,910 30,225 SH   DFND 1 30,225 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,170 22,733 SH   DFND 1 22,733 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 6,529 11,149 SH   DFND 1 11,149 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27,184 119,871 SH   DFND 1 119,871 0 0
ALLETE INC COM NEW 018522300 683 9,762 SH   DFND 1 9,762 0 0
ALLSTATE CORP COM 020002101 4,742 36,354 SH   DFND 1 36,354 0 0
ALPHABET INC CAP STK CL A 02079K305 29,985 12,280 SH   DFND 1 12,280 0 0
AMAZON COM INC COM 023135106 33,363 9,698 SH   DFND 1 9,698 0 0
AMDOCS LTD SHS G02602103 707 9,142 SH   DFND 1 9,142 0 0
AMER STATES WTR CO COM 029899101 355 4,457 SH   DFND 1 4,457 0 0
AMERISAFE INC COM 03071H100 647 10,846 SH   DFND 1 10,846 0 0
AMGEN INC COM 031162100 15,730 64,532 SH   DFND 1 64,532 0 0
AMPHENOL CORP NEW CL A 032095101 985 14,402 SH   DFND 1 14,402 0 0
ANALOG DEVICES INC COM 032654105 824 4,788 SH   DFND 1 4,788 0 0
ANTHEM INC COM 036752103 1,143 2,995 SH   DFND 1 2,995 0 0
AON PLC SHS CL A G0403H108 3,930 16,462 SH   DFND 1 16,462 0 0
APPLE INC COM 037833100 21,456 156,661 SH   DFND 1 156,661 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,743 34,293 SH   DFND 1 34,293 0 0
AT&T INC COM 00206R102 5,995 208,317 SH   DFND 1 208,317 0 0
ATLASSIAN CORP PLC CL A G06242104 4,344 16,912 SH   DFND 1 16,912 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,918 14,690 SH   DFND 1 14,690 0 0
AVALARA INC COM 05338G106 5,080 31,399 SH   DFND 1 31,399 0 0
AVISTA CORP COM 05379B107 327 7,659 SH   DFND 1 7,659 0 0
BADGER METER INC COM 056525108 816 8,320 SH   DFND 1 8,320 0 0
BAIDU INC SPON ADR REP A 056752108 4,902 24,039 SH   DFND 1 24,039 0 0
BILIBILI INC SPONS ADS REP Z 090040106 10,053 82,508 SH   DFND 1 82,508 0 0
BILL COM HLDGS INC COM 090043100 6,999 38,207 SH   DFND 1 38,207 0 0
BIO-TECHNE CORP COM 09073M104 3,087 6,855 SH   DFND 1 6,855 0 0
BLACK HILLS CORP COM 092113109 438 6,671 SH   DFND 1 6,671 0 0
BOOKING HOLDINGS INC COM 09857L108 10,247 4,683 SH   DFND 1 4,683 0 0
BORGWARNER INC COM 099724106 1,374 28,306 SH   DFND 1 28,306 0 0
BRADY CORP CL A 104674106 1,100 19,635 SH   DFND 1 19,635 0 0
BROADCOM INC COM 11135F101 896 1,879 SH   DFND 1 1,879 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 629 3,896 SH   DFND 1 3,896 0 0
BROWN FORMAN CORP CL B 115637209 949 12,659 SH   DFND 1 12,659 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,024 10,931 SH   DFND 1 10,931 0 0
CARTERS INC COM 146229109 990 9,592 SH   DFND 1 9,592 0 0
CASEYS GEN STORES INC COM 147528103 888 4,564 SH   DFND 1 4,564 0 0
CDK GLOBAL INC COM 12508E101 2,250 45,287 SH   DFND 1 45,287 0 0
CERNER CORP COM 156782104 1,014 12,979 SH   DFND 1 12,979 0 0
CHESAPEAKE UTILS CORP COM 165303108 210 1,747 SH   DFND 1 1,747 0 0
CHEWY INC CL A 16679L109 5,061 63,491 SH   DFND 1 63,491 0 0
CHURCH & DWIGHT INC COM 171340102 867 10,178 SH   DFND 1 10,178 0 0
CINTAS CORP COM 172908105 1,106 2,895 SH   DFND 1 2,895 0 0
CISCO SYS INC COM 17275R102 22,381 422,277 SH   DFND 1 422,277 0 0
CITRIX SYS INC COM 177376100 512 4,366 SH   DFND 1 4,366 0 0
CLOROX CO DEL COM 189054109 2,111 11,735 SH   DFND 1 11,735 0 0
CLOUDFLARE INC CL A COM 18915M107 7,228 68,294 SH   DFND 1 68,294 0 0
CME GROUP INC COM 12572Q105 2,519 11,843 SH   DFND 1 11,843 0 0
COCA COLA CO COM 191216100 14,558 269,045 SH   DFND 1 269,045 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 1,909 24,825 SH   DFND 1 24,825 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,092 15,761 SH   DFND 1 15,761 0 0
COHEN & STEERS INC COM 19247A100 1,128 13,739 SH   DFND 1 13,739 0 0
COLGATE PALMOLIVE CO COM 194162103 6,437 79,133 SH   DFND 1 79,133 0 0
COMCAST CORP NEW CL A 20030N101 14,465 253,684 SH   DFND 1 253,684 0 0
COSTCO WHSL CORP NEW COM 22160K105 7,125 18,007 SH   DFND 1 18,007 0 0
COUPA SOFTWARE INC COM 22266L106 5,967 22,764 SH   DFND 1 22,764 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 9,562 38,048 SH   DFND 1 38,048 0 0
CSG SYS INTL INC COM 126349109 1,248 26,454 SH   DFND 1 26,454 0 0
CSX CORP COM 126408103 1,284 40,032 SH   DFND 1 40,032 0 0
CUMMINS INC COM 231021106 1,221 5,007 SH   DFND 1 5,007 0 0
CVS HEALTH CORP COM 126650100 2,553 30,599 SH   DFND 1 30,599 0 0
DATADOG INC CL A COM 23804L103 7,456 71,635 SH   DFND 1 71,635 0 0
DOCUSIGN INC COM 256163106 8,313 29,734 SH   DFND 1 29,734 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 2,979 30,311 SH   DFND 1 30,311 0 0
DOLLAR GEN CORP NEW COM 256677105 1,496 6,912 SH   DFND 1 6,912 0 0
DONALDSON INC COM 257651109 2,279 35,870 SH   DFND 1 35,870 0 0
DYNATRACE INC COM NEW 268150109 4,568 78,200 SH   DFND 1 78,200 0 0
EBAY INC. COM 278642103 4,024 57,315 SH   DFND 1 57,315 0 0
ELECTRONIC ARTS INC COM 285512109 1,873 13,019 SH   DFND 1 13,019 0 0
EMERSON ELEC CO COM 291011104 1,508 15,665 SH   DFND 1 15,665 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,800 35,881 SH   DFND 1 35,881 0 0
ENNIS INC COM 293389102 580 26,933 SH   DFND 1 26,933 0 0
ERIE INDTY CO CL A 29530P102 2,211 11,435 SH   DFND 1 11,435 0 0
ETSY INC COM 29786A106 5,115 24,847 SH   DFND 1 24,847 0 0
EVERCORE INC CLASS A 29977A105 2,539 18,040 SH   DFND 1 18,040 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,482 19,609 SH   DFND 1 19,609 0 0
EXPONENT INC COM 30214U102 1,124 12,597 SH   DFND 1 12,597 0 0
FACEBOOK INC CL A 30303M102 20,612 59,280 SH   DFND 1 59,280 0 0
FARFETCH LTD ORD SH CL A 30744W107 7,438 147,690 SH   DFND 1 147,690 0 0
FASTENAL CO COM 311900104 2,521 48,476 SH   DFND 1 48,476 0 0
FEDERATED HERMES INC CL B 314211103 693 20,432 SH   DFND 1 20,432 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,759 63,488 SH   DFND 1 63,488 0 0
FIRST AMERN FINL CORP COM 31847R102 2,853 45,765 SH   DFND 1 45,765 0 0
FIRSTCASH INC COM 33767D105 2,085 27,276 SH   DFND 1 27,276 0 0
FIVERR INTL LTD ORD SHS M4R82T106 8,416 34,707 SH   DFND 1 34,707 0 0
FLOWERS FOODS INC COM 343498101 2,596 107,284 SH   DFND 1 107,284 0 0
FORTINET INC COM 34959E109 3,144 13,198 SH   DFND 1 13,198 0 0
FRANKLIN ELEC INC COM 353514102 411 5,092 SH   DFND 1 5,092 0 0
GARMIN LTD SHS H2906T109 1,529 10,568 SH   DFND 1 10,568 0 0
GENERAL DYNAMICS CORP COM 369550108 2,841 15,092 SH   DFND 1 15,092 0 0
GENERAL MLS INC COM 370334104 1,732 28,423 SH   DFND 1 28,423 0 0
GENPACT LIMITED SHS G3922B107 2,466 54,282 SH   DFND 1 54,282 0 0
GENTEX CORP COM 371901109 2,897 87,547 SH   DFND 1 87,547 0 0
GRACO INC COM 384109104 3,077 40,651 SH   DFND 1 40,651 0 0
GRAHAM HLDGS CO COM CL B 384637104 1,110 1,751 SH   DFND 1 1,751 0 0
HAMILTON LANE INC CL A 407497106 776 8,519 SH   DFND 1 8,519 0 0
HANESBRANDS INC COM 410345102 923 49,441 SH   DFND 1 49,441 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 601 14,208 SH   DFND 1 14,208 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 709 22,446 SH   DFND 1 22,446 0 0
HENRY JACK & ASSOC INC COM 426281101 429 2,621 SH   DFND 1 2,621 0 0
HERSHEY CO COM 427866108 1,556 8,933 SH   DFND 1 8,933 0 0
HILL-ROM HLDGS INC COM 431475102 2,438 21,460 SH   DFND 1 21,460 0 0
HOME DEPOT INC COM 437076102 34,436 107,986 SH   DFND 1 107,986 0 0
HONEYWELL INTL INC COM 438516106 16,766 76,437 SH   DFND 1 76,437 0 0
HORMEL FOODS CORP COM 440452100 1,587 33,234 SH   DFND 1 33,234 0 0
HOULIHAN LOKEY INC CL A 441593100 3,096 37,850 SH   DFND 1 37,850 0 0
HUBSPOT INC COM 443573100 6,162 10,574 SH   DFND 1 10,574 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 3,010 19,521 SH   DFND 1 19,521 0 0
IDACORP INC COM 451107106 921 9,447 SH   DFND 1 9,447 0 0
IDEX CORP COM 45167R104 1,142 5,188 SH   DFND 1 5,188 0 0
ILLINOIS TOOL WKS INC COM 452308109 7,726 34,558 SH   DFND 1 34,558 0 0
INGREDION INC COM 457187102 2,842 31,403 SH   DFND 1 31,403 0 0
INTEL CORP COM 458140100 10,290 183,287 SH   DFND 1 183,287 0 0
INTERDIGITAL INC COM 45867G101 626 8,569 SH   DFND 1 8,569 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,485 16,955 SH   DFND 1 16,955 0 0
INTERPUBLIC GROUP COS INC COM 460690100 2,892 89,008 SH   DFND 1 89,008 0 0
INTUIT COM 461202103 6,656 13,578 SH   DFND 1 13,578 0 0
ITT INC COM 45073V108 611 6,672 SH   DFND 1 6,672 0 0
J & J SNACK FOODS CORP COM 466032109 1,223 7,011 SH   DFND 1 7,011 0 0
JD.COM INC SPON ADR CL A 47215P106 9,794 122,717 SH   DFND 1 122,717 0 0
JOHNSON & JOHNSON COM 478160104 33,022 200,449 SH   DFND 1 200,449 0 0
JPMORGAN CHASE & CO COM 46625H100 5,095 32,757 SH   DFND 1 32,757 0 0
KELLOGG CO COM 487836108 583 9,070 SH   DFND 1 9,070 0 0
KEMPER CORP COM 488401100 586 7,924 SH   DFND 1 7,924 0 0
KIMBERLY-CLARK CORP COM 494368103 4,831 36,109 SH   DFND 1 36,109 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 7,959 234,577 SH   DFND 1 234,577 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,075 4,975 SH   DFND 1 4,975 0 0
LANCASTER COLONY CORP COM 513847103 2,338 12,082 SH   DFND 1 12,082 0 0
LANDSTAR SYS INC COM 515098101 743 4,703 SH   DFND 1 4,703 0 0
LAZARD LTD SHS A G54050102 1,602 35,404 SH   DFND 1 35,404 0 0
LEAR CORP COM NEW 521865204 792 4,520 SH   DFND 1 4,520 0 0
LEGGETT & PLATT INC COM 524660107 2,113 40,784 SH   DFND 1 40,784 0 0
LILLY ELI & CO COM 532457108 16,894 73,607 SH   DFND 1 73,607 0 0
LITTELFUSE INC COM 537008104 1,013 3,977 SH   DFND 1 3,977 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 8,800 100,465 SH   DFND 1 100,465 0 0
LOCKHEED MARTIN CORP COM 539830109 15,224 40,238 SH   DFND 1 40,238 0 0
LOWES COS INC COM 548661107 4,732 24,393 SH   DFND 1 24,393 0 0
M D C HLDGS INC COM 552676108 713 14,094 SH   DFND 1 14,094 0 0
MANTECH INTERNATIONAL CORP CL A 564563104 1,611 18,620 SH   DFND 1 18,620 0 0
MARSH & MCLENNAN COS INC COM 571748102 8,777 62,392 SH   DFND 1 62,392 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,201 8,769 SH   DFND 1 8,769 0 0
MATCH GROUP INC NEW COM 57667L107 3,920 24,312 SH   DFND 1 24,312 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 897 8,512 SH   DFND 1 8,512 0 0
MAXIMUS INC COM 577933104 2,851 32,409 SH   DFND 1 32,409 0 0
MCDONALDS CORP COM 580135101 12,286 53,188 SH   DFND 1 53,188 0 0
MDU RES GROUP INC COM 552690109 1,209 38,583 SH   DFND 1 38,583 0 0
MEDTRONIC PLC SHS G5960L103 7,405 59,653 SH   DFND 1 59,653 0 0
MERCADOLIBRE INC COM 58733R102 12,655 8,124 SH   DFND 1 8,124 0 0
MERCK & CO INC COM 58933Y105 24,974 321,131 SH   DFND 1 321,131 0 0
MGE ENERGY INC COM 55277P104 210 2,826 SH   DFND 1 2,826 0 0
MICROSOFT CORP COM 594918104 63,614 234,826 SH   DFND 1 234,826 0 0
MOELIS & CO CL A 60786M105 1,605 28,215 SH   DFND 1 28,215 0 0
MONDELEZ INTL INC CL A 609207105 2,768 44,333 SH   DFND 1 44,333 0 0
MONGODB INC CL A 60937P106 6,101 16,877 SH   DFND 1 16,877 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,414 6,464 SH   DFND 1 6,464 0 0
MOODYS CORP COM 615369105 3,239 8,938 SH   DFND 1 8,938 0 0
MORNINGSTAR INC COM 617700109 1,468 5,708 SH   DFND 1 5,708 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,379 6,357 SH   DFND 1 6,357 0 0
MSA SAFETY INC COM 553498106 833 5,030 SH   DFND 1 5,030 0 0
MSC INDL DIRECT INC CL A 553530106 2,922 32,564 SH   DFND 1 32,564 0 0
MSCI INC COM 55354G100 2,525 4,737 SH   DFND 1 4,737 0 0
NATIONAL FUEL GAS CO COM 636180101 534 10,219 SH   DFND 1 10,219 0 0
NATIONAL HEALTHCARE CORP COM 635906100 2,830 40,481 SH   DFND 1 40,481 0 0
NATIONAL INSTRS CORP COM 636518102 3,015 71,308 SH   DFND 1 71,308 0 0
NETEASE INC SPONSORED ADS 64110W102 4,931 42,781 SH   DFND 1 42,781 0 0
NETFLIX INC COM 64110L106 7,221 13,671 SH   DFND 1 13,671 0 0
NEW JERSEY RES CORP COM 646025106 550 13,907 SH   DFND 1 13,907 0 0
NEW YORK TIMES CO CL A 650111107 558 12,821 SH   DFND 1 12,821 0 0
NEXTERA ENERGY INC COM 65339F101 7,936 108,303 SH   DFND 1 108,303 0 0
NIKE INC CL B 654106103 4,354 28,180 SH   DFND 1 28,180 0 0
NORFOLK SOUTHN CORP COM 655844108 1,336 5,035 SH   DFND 1 5,035 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,490 12,355 SH   DFND 1 12,355 0 0
NORTHWESTERN CORP COM NEW 668074305 501 8,326 SH   DFND 1 8,326 0 0
OKTA INC CL A 679295105 6,515 26,625 SH   DFND 1 26,625 0 0
ONE GAS INC COM 68235P108 657 8,859 SH   DFND 1 8,859 0 0
ORACLE CORP COM 68389X105 11,510 147,871 SH   DFND 1 147,871 0 0
OTTER TAIL CORP COM 689648103 380 7,780 SH   DFND 1 7,780 0 0
PACCAR INC COM 693718108 908 10,177 SH   DFND 1 10,177 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 7,602 288,376 SH   DFND 1 288,376 0 0
PALO ALTO NETWORKS INC COM 697435105 3,515 9,472 SH   DFND 1 9,472 0 0
PAYCHEX INC COM 704326107 2,040 19,011 SH   DFND 1 19,011 0 0
PAYCOM SOFTWARE INC COM 70432V102 4,299 11,827 SH   DFND 1 11,827 0 0
PEPSICO INC COM 713448108 14,343 96,802 SH   DFND 1 96,802 0 0
PFIZER INC COM 717081103 21,048 537,497 SH   DFND 1 537,497 0 0
PHILIP MORRIS INTL INC COM 718172109 8,943 90,235 SH   DFND 1 90,235 0 0
PINDUODUO INC SPONSORED ADS 722304102 17,809 140,208 SH   DFND 1 140,208 0 0
PINTEREST INC CL A 72352L106 9,880 125,142 SH   DFND 1 125,142 0 0
PNM RES INC COM 69349H107 333 6,834 SH   DFND 1 6,834 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 1,009 21,905 SH   DFND 1 21,905 0 0
PREMIER INC CL A 74051N102 1,902 54,683 SH   DFND 1 54,683 0 0
PRICE T ROWE GROUP INC COM 74144T108 5,437 27,463 SH   DFND 1 27,463 0 0
PROCTER AND GAMBLE CO COM 742718109 26,035 192,951 SH   DFND 1 192,951 0 0
PROGRESS SOFTWARE CORP COM 743312100 764 16,527 SH   DFND 1 16,527 0 0
RADIAN GROUP INC COM 750236101 765 34,378 SH   DFND 1 34,378 0 0
RINGCENTRAL INC CL A 76680R206 5,027 17,300 SH   DFND 1 17,300 0 0
ROBERT HALF INTL INC COM 770323103 2,913 32,743 SH   DFND 1 32,743 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,330 4,650 SH   DFND 1 4,650 0 0
ROKU INC COM CL A 77543R102 13,357 29,084 SH   DFND 1 29,084 0 0
S&P GLOBAL INC COM 78409V104 10,537 25,671 SH   DFND 1 25,671 0 0
SAFETY INS GROUP INC COM 78648T100 1,406 17,958 SH   DFND 1 17,958 0 0
SALESFORCE COM INC COM 79466L302 6,604 27,036 SH   DFND 1 27,036 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 1,002 11,418 SH   DFND 1 11,418 0 0
SERVICE CORP INTL COM 817565104 2,955 55,132 SH   DFND 1 55,132 0 0
SERVICENOW INC COM 81762P102 7,537 13,715 SH   DFND 1 13,715 0 0
SHOPIFY INC CL A 82509L107 12,882 8,799 SH   DFND 1 8,799 0 0
SIMPSON MFG INC COM 829073105 685 6,203 SH   DFND 1 6,203 0 0
SMITH A O CORP COM 831865209 3,175 44,064 SH   DFND 1 44,064 0 0
SNAP INC CL A 83304A106 12,335 181,031 SH   DFND 1 181,031 0 0
SNAP ON INC COM 833034101 2,774 12,417 SH   DFND 1 12,417 0 0
SNOWFLAKE INC CL A 833445109 10,832 44,797 SH   DFND 1 44,797 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 270 4,083 SH   DFND 1 4,083 0 0
SPIRE INC COM 84857L101 323 4,470 SH   DFND 1 4,470 0 0
SPLUNK INC COM 848637104 4,166 28,817 SH   DFND 1 28,817 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 5,181 18,800 SH   DFND 1 18,800 0 0
STARBUCKS CORP COM 855244109 4,624 41,352 SH   DFND 1 41,352 0 0
STEWART INFORMATION SVCS COR COM 860372101 1,176 20,741 SH   DFND 1 20,741 0 0
STRYKER CORPORATION COM 863667101 1,384 5,329 SH   DFND 1 5,329 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,438 13,772 SH   DFND 1 13,772 0 0
TARGET CORP COM 87612E106 3,627 15,004 SH   DFND 1 15,004 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 5,759 372,059 SH   DFND 1 372,059 0 0
TETRA TECH INC NEW COM 88162G103 830 6,804 SH   DFND 1 6,804 0 0
TEXAS INSTRS INC COM 882508104 15,784 82,080 SH   DFND 1 82,080 0 0
THE TRADE DESK INC COM CL A 88339J105 8,810 113,885 SH   DFND 1 113,885 0 0
TOOTSIE ROLL INDS INC COM 890516107 753 22,198 SH   DFND 1 22,198 0 0
TORO CO COM 891092108 3,093 28,146 SH   DFND 1 28,146 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,364 7,409 SH   DFND 1 7,409 0 0
TRIP COM GROUP LTD ADS 89677Q107 6,239 175,932 SH   DFND 1 175,932 0 0
TRIPADVISOR INC COM 896945201 7,021 174,206 SH   DFND 1 174,206 0 0
TWILIO INC CL A 90138F102 9,567 24,271 SH   DFND 1 24,271 0 0
TWITTER INC COM 90184L102 5,974 86,821 SH   DFND 1 86,821 0 0
UGI CORP NEW COM 902681105 1,409 30,427 SH   DFND 1 30,427 0 0
UNIFIRST CORP MASS COM 904708104 351 1,496 SH   DFND 1 1,496 0 0
UNION PAC CORP COM 907818108 7,381 33,562 SH   DFND 1 33,562 0 0
UNITED PARCEL SERVICE INC CL B 911312106 9,546 45,899 SH   DFND 1 45,899 0 0
UNITEDHEALTH GROUP INC COM 91324P102 18,345 45,812 SH   DFND 1 45,812 0 0
UNITY SOFTWARE INC COM 91332U101 5,605 51,031 SH   DFND 1 51,031 0 0
UNIVERSAL CORP VA COM 913456109 622 10,921 SH   DFND 1 10,921 0 0
VECTOR GROUP LTD COM 92240M108 735 51,998 SH   DFND 1 51,998 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 23,756 423,985 SH   DFND 1 423,985 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 3,147 156,745 SH   DFND 1 156,745 0 0
VIRTU FINL INC CL A 928254101 692 25,048 SH   DFND 1 25,048 0 0
VISA INC COM CL A 92826C839 9,622 41,150 SH   DFND 1 41,150 0 0
VMWARE INC CL A COM 928563402 1,942 12,141 SH   DFND 1 12,141 0 0
WALMART INC COM 931142103 8,784 62,292 SH   DFND 1 62,292 0 0
WASTE MGMT INC DEL COM 94106L109 3,740 26,692 SH   DFND 1 26,692 0 0
WATSCO INC COM 942622200 2,978 10,390 SH   DFND 1 10,390 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 837 5,738 SH   DFND 1 5,738 0 0
WAYFAIR INC CL A 94419L101 2,996 9,490 SH   DFND 1 9,490 0 0
WD 40 CO COM 929236107 1,381 5,388 SH   DFND 1 5,388 0 0
WEC ENERGY GROUP INC COM 92939U106 2,563 28,819 SH   DFND 1 28,819 0 0
WEIS MKTS INC COM 948849104 586 11,342 SH   DFND 1 11,342 0 0
WESTERN UN CO COM 959802109 451 19,632 SH   DFND 1 19,632 0 0
WHIRLPOOL CORP COM 963320106 2,925 13,416 SH   DFND 1 13,416 0 0
WILLIAMS SONOMA INC COM 969904101 866 5,423 SH   DFND 1 5,423 0 0
WIX COM LTD SHS M98068105 5,150 17,743 SH   DFND 1 17,743 0 0
WORKDAY INC CL A 98138H101 3,642 15,254 SH   DFND 1 15,254 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,287 54,772 SH   DFND 1 54,772 0 0
YUM BRANDS INC COM 988498101 1,780 15,471 SH   DFND 1 15,471 0 0
ZENDESK INC COM 98936J101 4,731 32,776 SH   DFND 1 32,776 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 10,570 86,481 SH   DFND 1 86,481 0 0
ZOETIS INC CL A 98978V103 1,163 6,241 SH   DFND 1 6,241 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 13,644 35,253 SH   DFND 1 35,253 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 6,775 129,868 SH   DFND 1 129,868 0 0
ZSCALER INC COM 98980G102 6,562 30,371 SH   DFND 1 30,371 0 0
ZYNGA INC CL A 98986T108 4,217 396,661 SH   DFND 1 396,661 0 0