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
10X GENOMICS INC CL A COM 88025U109 3,354 44,090 SH   DFND 1 0 44,090 0
3M CO COM 88579Y101 7,672 51,529 SH   DFND 1 0 51,529 0
ABBOTT LABS COM 002824100 61,798 522,115 SH   DFND 1 0 522,115 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7,033 20,856 SH   DFND 1 0 20,856 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 35,240 77,345 SH   DFND 1 0 77,345 0
ADVANCE AUTO PARTS INC COM 00751Y106 23,737 114,693 SH   DFND 1 0 114,693 0
ADVANCED MICRO DEVICES INC COM 007903107 63,509 580,844 SH   DFND 1 0 580,844 0
AGILENT TECHNOLOGIES INC COM 00846U101 12,834 96,982 SH   DFND 1 0 96,982 0
AIR PRODS & CHEMS INC COM 009158106 13,957 55,847 SH   DFND 1 0 55,847 0
AIRBNB INC COM CL A 009066101 10,555 61,451 SH   DFND 1 0 61,451 0
ALIGN TECHNOLOGY INC COM 016255101 7,300 16,742 SH   DFND 1 0 16,742 0
ALLIANT ENERGY CORP COM 018802108 1,740 27,846 SH   DFND 1 0 27,846 0
ALLSTATE CORP COM 020002101 8,942 64,561 SH   DFND 1 0 64,561 0
ALLY FINL INC COM 02005N100 9,266 213,112 SH   DFND 1 0 213,112 0
ALPHABET INC CAP STK CL C 02079K107 75,835 27,152 SH   DFND 1 0 27,152 0
ALPHABET INC CAP STK CL A 02079K305 67,334 24,209 SH   DFND 1 0 24,209 0
AMAZON COM INC COM 023135106 70,881 21,743 SH   DFND 1 0 21,743 0
AMCOR PLC ORD G0250X107 2,135 188,437 SH   DFND 1 0 188,437 0
AMERICAN ELEC PWR CO INC COM 025537101 23,670 237,248 SH   DFND 1 0 237,248 0
AMETEK INC COM 031100100 13,165 98,853 SH   DFND 1 0 98,853 0
AMGEN INC COM 031162100 22,152 91,605 SH   DFND 1 0 91,605 0
AON PLC SHS CL A G0403H108 4,386 13,470 SH   DFND 1 0 13,470 0
APPLE INC COM 037833100 204,350 1,170,322 SH   DFND 1 0 1,170,322 0
ARISTA NETWORKS INC COM 040413106 15,833 113,921 SH   DFND 1 0 113,921 0
ASANA INC CL A 04342Y104 7,367 184,318 SH   DFND 1 0 184,318 0
ASSURANT INC COM 04621X108 727 3,997 SH   DFND 1 0 3,997 0
AUTODESK INC COM 052769106 27,284 127,289 SH   DFND 1 0 127,289 0
AUTOMATIC DATA PROCESSING IN COM 053015103 8,856 38,920 SH   DFND 1 0 38,920 0
BALL CORP COM 058498106 5,248 58,312 SH   DFND 1 0 58,312 0
BATH & BODY WORKS INC COM 070830104 18,662 390,410 SH   DFND 1 0 390,410 0
BAXTER INTL INC COM 071813109 443 5,707 SH   DFND 1 0 5,707 0
BENTLEY SYS INC COM CL B 08265T208 5,899 133,514 SH   DFND 1 0 133,514 0
BERKLEY W R CORP COM 084423102 1,706 25,618 SH   DFND 1 0 25,618 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,179 77,015 SH   DFND 1 0 77,015 0
BEST BUY INC COM 086516101 18,829 207,135 SH   DFND 1 0 207,135 0
BIO RAD LABS INC CL A 090572207 5,076 9,012 SH   DFND 1 0 9,012 0
BIOGEN INC COM 09062X103 18,921 89,841 SH   DFND 1 0 89,841 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,914 24,827 SH   DFND 1 0 24,827 0
BK OF AMERICA CORP COM 060505104 12,434 301,649 SH   DFND 1 0 301,649 0
BLACKROCK INC COM 09247X101 14,048 18,383 SH   DFND 1 0 18,383 0
BLACKSTONE INC COM 09260D107 2,031 15,999 SH   DFND 1 0 15,999 0
BORGWARNER INC COM 099724106 11,112 285,658 SH   DFND 1 0 285,658 0
BRISTOL-MYERS SQUIBB CO COM 110122108 17,182 235,276 SH   DFND 1 0 235,276 0
BROWN & BROWN INC COM 115236101 14,078 194,791 SH   DFND 1 0 194,791 0
BROWN FORMAN CORP CL B 115637209 11,386 169,895 SH   DFND 1 0 169,895 0
BUNGE LIMITED COM G16962105 13,260 119,668 SH   DFND 1 0 119,668 0
BURLINGTON STORES INC COM 122017106 948 5,203 SH   DFND 1 0 5,203 0
CADENCE DESIGN SYSTEM INC COM 127387108 23,546 143,171 SH   DFND 1 0 143,171 0
CAMDEN PPTY TR SH BEN INT 133131102 3,572 21,490 SH   DFND 1 0 21,490 0
CAMPBELL SOUP CO COM 134429109 16,994 381,297 SH   DFND 1 0 381,297 0
CAPITAL ONE FINL CORP COM 14040H105 12,741 97,046 SH   DFND 1 0 97,046 0
CARDINAL HEALTH INC COM 14149Y108 8,277 145,971 SH   DFND 1 0 145,971 0
CARNIVAL CORP COMMON STOCK 143658300 1,191 58,881 SH   DFND 1 0 58,881 0
CATERPILLAR INC COM 149123101 5,632 25,276 SH   DFND 1 0 25,276 0
CBRE GROUP INC CL A 12504L109 3,398 37,125 SH   DFND 1 0 37,125 0
CF INDS HLDGS INC COM 125269100 47,978 465,534 SH   DFND 1 0 465,534 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 58,061 106,433 SH   DFND 1 0 106,433 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 4,792 34,656 SH   DFND 1 0 34,656 0
CHEVRON CORP NEW COM 166764100 20,294 124,636 SH   DFND 1 0 124,636 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,587 1,003 SH   DFND 1 0 1,003 0
CIGNA CORP NEW COM 125523100 22,213 92,704 SH   DFND 1 0 92,704 0
CINCINNATI FINL CORP COM 172062101 1,672 12,298 SH   DFND 1 0 12,298 0
CINTAS CORP COM 172908105 6,743 15,852 SH   DFND 1 0 15,852 0
CITIGROUP INC COM NEW 172967424 572 10,703 SH   DFND 1 0 10,703 0
CLOUDFLARE INC CL A COM 18915M107 10,080 84,214 SH   DFND 1 0 84,214 0
COGNEX CORP COM 192422103 3,747 48,566 SH   DFND 1 0 48,566 0
COLGATE PALMOLIVE CO COM 194162103 23,601 311,239 SH   DFND 1 0 311,239 0
COMCAST CORP NEW CL A 20030N101 41,997 896,981 SH   DFND 1 0 896,981 0
CONSTELLATION ENERGY CORP COM 21037T109 1,050 18,661 SH   DFND 1 0 18,661 0
COPART INC COM 217204106 10,888 86,776 SH   DFND 1 0 86,776 0
CORNING INC COM 219350105 16,351 443,010 SH   DFND 1 0 443,010 0
COSTAR GROUP INC COM 22160N109 17,044 255,874 SH   DFND 1 0 255,874 0
COUPA SOFTWARE INC COM 22266L106 12,231 120,350 SH   DFND 1 0 120,350 0
CROWDSTRIKE HLDGS INC CL A 22788C105 21,913 96,500 SH   DFND 1 0 96,500 0
CROWN CASTLE INTL CORP NEW COM 22822V101 26,828 145,330 SH   DFND 1 0 145,330 0
CSX CORP COM 126408103 18,525 494,663 SH   DFND 1 0 494,663 0
CVS HEALTH CORP COM 126650100 24,080 237,921 SH   DFND 1 0 237,921 0
DANAHER CORPORATION COM 235851102 13,754 46,888 SH   DFND 1 0 46,888 0
DATADOG INC CL A COM 23804L103 22,429 148,076 SH   DFND 1 0 148,076 0
DAVITA INC COM 23918K108 7,112 62,878 SH   DFND 1 0 62,878 0
DELL TECHNOLOGIES INC CL C 24703L202 8,520 169,746 SH   DFND 1 0 169,746 0
DENTSPLY SIRONA INC COM 24906P109 12,912 262,323 SH   DFND 1 0 262,323 0
DEXCOM INC COM 252131107 17,822 34,835 SH   DFND 1 0 34,835 0
DISCOVERY INC COM SER A 25470F104 7,801 313,026 SH   DFND 1 0 313,026 0
DISH NETWORK CORPORATION CL A 25470M109 8,383 264,870 SH   DFND 1 0 264,870 0
DISNEY WALT CO COM 254687106 8,838 64,433 SH   DFND 1 0 64,433 0
DOCUSIGN INC COM 256163106 20,516 191,520 SH   DFND 1 0 191,520 0
DOLLAR GEN CORP NEW COM 256677105 8,250 37,058 SH   DFND 1 0 37,058 0
DOW INC COM 260557103 14,677 230,330 SH   DFND 1 0 230,330 0
DROPBOX INC CL A 26210C104 7,302 314,083 SH   DFND 1 0 314,083 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,403 39,432 SH   DFND 1 0 39,432 0
DYNATRACE INC COM NEW 268150109 1,825 38,743 SH   DFND 1 0 38,743 0
EASTMAN CHEM CO COM 277432100 13,312 118,796 SH   DFND 1 0 118,796 0
EDWARDS LIFESCIENCES CORP COM 28176E108 8,109 68,886 SH   DFND 1 0 68,886 0
ELECTRONIC ARTS INC COM 285512109 15,618 123,451 SH   DFND 1 0 123,451 0
EMERSON ELEC CO COM 291011104 13,545 138,148 SH   DFND 1 0 138,148 0
ENTEGRIS INC COM 29362U104 2,364 18,007 SH   DFND 1 0 18,007 0
ENTERGY CORP NEW COM 29364G103 3,568 30,564 SH   DFND 1 0 30,564 0
EOG RES INC COM 26875P101 15,501 130,013 SH   DFND 1 0 130,013 0
EPAM SYS INC COM 29414B104 960 3,235 SH   DFND 1 0 3,235 0
EQUITABLE HLDGS INC COM 29452E101 10,466 338,591 SH   DFND 1 0 338,591 0
EXACT SCIENCES CORP COM 30063P105 268 3,834 SH   DFND 1 0 3,834 0
EXPEDIA GROUP INC COM NEW 30212P303 13,208 67,501 SH   DFND 1 0 67,501 0
EXPEDITORS INTL WASH INC COM 302130109 13,077 126,765 SH   DFND 1 0 126,765 0
EXTRA SPACE STORAGE INC COM 30225T102 14,293 69,518 SH   DFND 1 0 69,518 0
EXXON MOBIL CORP COM 30231G102 50,463 611,012 SH   DFND 1 0 611,012 0
FASTENAL CO COM 311900104 1,873 31,539 SH   DFND 1 0 31,539 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 9,205 188,476 SH   DFND 1 0 188,476 0
FIDELITY NATL INFORMATION SV COM 31620M106 12,010 119,601 SH   DFND 1 0 119,601 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 25,137 155,069 SH   DFND 1 0 155,069 0
FLEETCOR TECHNOLOGIES INC COM 339041105 6,450 25,899 SH   DFND 1 0 25,899 0
FORD MTR CO DEL COM 345370860 350 20,673 SH   DFND 1 0 20,673 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,184 15,933 SH   DFND 1 0 15,933 0
FREEPORT-MCMORAN INC CL B 35671D857 22,617 454,714 SH   DFND 1 0 454,714 0
GARMIN LTD SHS H2906T109 4,220 35,583 SH   DFND 1 0 35,583 0
GARTNER INC COM 366651107 17,154 57,668 SH   DFND 1 0 57,668 0
GENERAL ELECTRIC CO COM NEW 369604301 22,079 241,297 SH   DFND 1 0 241,297 0
GILEAD SCIENCES INC COM 375558103 4,270 71,832 SH   DFND 1 0 71,832 0
GLOBAL PMTS INC COM 37940X102 8,948 65,392 SH   DFND 1 0 65,392 0
GLOBE LIFE INC COM 37959E102 522 5,188 SH   DFND 1 0 5,188 0
GODADDY INC CL A 380237107 5,279 63,066 SH   DFND 1 0 63,066 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 1,173 335,180 SH   DFND 1 0 335,180 0
HALLIBURTON CO COM 406216101 7,907 208,799 SH   DFND 1 0 208,799 0
HARTFORD FINL SVCS GROUP INC COM 416515104 19,468 271,102 SH   DFND 1 0 271,102 0
HASBRO INC COM 418056107 349 4,256 SH   DFND 1 0 4,256 0
HOLOGIC INC COM 436440101 2,269 29,543 SH   DFND 1 0 29,543 0
HOME DEPOT INC COM 437076102 11,337 37,873 SH   DFND 1 0 37,873 0
HONEYWELL INTL INC COM 438516106 27,663 142,166 SH   DFND 1 0 142,166 0
HORIZON THERAPEUTICS PUB L SHS G46188101 11,678 110,999 SH   DFND 1 0 110,999 0
HOST HOTELS & RESORTS INC COM 44107P104 532 27,361 SH   DFND 1 0 27,361 0
HOWMET AEROSPACE INC COM 443201108 7,678 213,647 SH   DFND 1 0 213,647 0
HUBSPOT INC COM 443573100 23,397 49,264 SH   DFND 1 0 49,264 0
IDEX CORP COM 45167R104 2,481 12,941 SH   DFND 1 0 12,941 0
IDEXX LABS INC COM 45168D104 3,417 6,247 SH   DFND 1 0 6,247 0
INCYTE CORP COM 45337C102 6,812 85,772 SH   DFND 1 0 85,772 0
INMODE LTD SHS M5425M103 7,420 201,016 SH   DFND 1 0 201,016 0
INSULET CORP COM 45784P101 8,662 32,515 SH   DFND 1 0 32,515 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 19,464 147,324 SH   DFND 1 0 147,324 0
INTERPUBLIC GROUP COS INC COM 460690100 4,106 115,838 SH   DFND 1 0 115,838 0
INTUITIVE SURGICAL INC COM NEW 46120E602 13,759 45,608 SH   DFND 1 0 45,608 0
INVITATION HOMES INC COM 46187W107 2,294 57,097 SH   DFND 1 0 57,097 0
IPG PHOTONICS CORP COM 44980X109 7,068 64,398 SH   DFND 1 0 64,398 0
JOHNSON & JOHNSON COM 478160104 11,460 64,661 SH   DFND 1 0 64,661 0
JPMORGAN CHASE & CO COM 46625H100 17,261 126,618 SH   DFND 1 0 126,618 0
JUNIPER NETWORKS INC COM 48203R104 426 11,469 SH   DFND 1 0 11,469 0
KEURIG DR PEPPER INC COM 49271V100 3,207 84,610 SH   DFND 1 0 84,610 0
KEYCORP COM 493267108 4,117 183,945 SH   DFND 1 0 183,945 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 14,377 91,012 SH   DFND 1 0 91,012 0
KIMBERLY-CLARK CORP COM 494368103 1,557 12,645 SH   DFND 1 0 12,645 0
KINDER MORGAN INC DEL COM 49456B101 6,385 337,643 SH   DFND 1 0 337,643 0
KLA CORP COM NEW 482480100 11,408 31,163 SH   DFND 1 0 31,163 0
KROGER CO COM 501044101 31,401 547,348 SH   DFND 1 0 547,348 0
LAUDER ESTEE COS INC CL A 518439104 10,294 37,800 SH   DFND 1 0 37,800 0
LEIDOS HOLDINGS INC COM 525327102 7,218 66,819 SH   DFND 1 0 66,819 0
LENNOX INTL INC COM 526107107 3,090 11,982 SH   DFND 1 0 11,982 0
LILLY ELI & CO COM 532457108 18,574 64,860 SH   DFND 1 0 64,860 0
LINDE PLC SHS G5494J103 8,324 26,060 SH   DFND 1 0 26,060 0
LIVE NATION ENTERTAINMENT IN COM 538034109 4,285 36,424 SH   DFND 1 0 36,424 0
LOCKHEED MARTIN CORP COM 539830109 34,328 77,771 SH   DFND 1 0 77,771 0
LUMEN TECHNOLOGIES INC COM 550241103 19,197 1,703,408 SH   DFND 1 0 1,703,408 0
LYFT INC CL A COM 55087P104 11,460 298,427 SH   DFND 1 0 298,427 0
MARKETAXESS HLDGS INC COM 57060D108 5,952 17,497 SH   DFND 1 0 17,497 0
MARRIOTT INTL INC NEW CL A 571903202 20,014 113,878 SH   DFND 1 0 113,878 0
MARSH & MCLENNAN COS INC COM 571748102 5,360 31,454 SH   DFND 1 0 31,454 0
MASCO CORP COM 574599106 3,012 59,055 SH   DFND 1 0 59,055 0
MASIMO CORP COM 574795100 34,358 236,073 SH   DFND 1 0 236,073 0
MASTERCARD INCORPORATED CL A 57636Q104 6,213 17,385 SH   DFND 1 0 17,385 0
MCDONALDS CORP COM 580135101 8,141 32,924 SH   DFND 1 0 32,924 0
MCKESSON CORP COM 58155Q103 13,035 42,579 SH   DFND 1 0 42,579 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 2,334 305,468 SH   DFND 1 0 305,468 0
MERCADOLIBRE INC COM 58733R102 7,528 6,329 SH   DFND 1 0 6,329 0
MERCK & CO INC COM 58933Y105 30,662 373,704 SH   DFND 1 0 373,704 0
META PLATFORMS INC CL A 30303M102 34,659 155,870 SH   DFND 1 0 155,870 0
METLIFE INC COM 59156R108 20,333 289,314 SH   DFND 1 0 289,314 0
MGM RESORTS INTERNATIONAL COM 552953101 17,773 423,768 SH   DFND 1 0 423,768 0
MICROCHIP TECHNOLOGY INC. COM 595017104 23,692 315,309 SH   DFND 1 0 315,309 0
MICRON TECHNOLOGY INC COM 595112103 11,751 150,865 SH   DFND 1 0 150,865 0
MICROSOFT CORP COM 594918104 104,790 339,884 SH   DFND 1 0 339,884 0
MOLINA HEALTHCARE INC COM 60855R100 1,553 4,656 SH   DFND 1 0 4,656 0
MOLSON COORS BEVERAGE CO CL B 60871R209 10,003 187,399 SH   DFND 1 0 187,399 0
MONDELEZ INTL INC CL A 609207105 4,427 70,510 SH   DFND 1 0 70,510 0
MONGODB INC CL A 60937P106 7,910 17,832 SH   DFND 1 0 17,832 0
MONOLITHIC PWR SYS INC COM 609839105 16,103 33,156 SH   DFND 1 0 33,156 0
MONSTER BEVERAGE CORP NEW COM 61174X109 9,432 118,049 SH   DFND 1 0 118,049 0
MORGAN STANLEY COM NEW 617446448 29,877 341,843 SH   DFND 1 0 341,843 0
MOSAIC CO NEW COM 61945C103 655 9,845 SH   DFND 1 0 9,845 0
MSCI INC COM 55354G100 16,376 32,565 SH   DFND 1 0 32,565 0
NASDAQ INC COM 631103108 12,653 71,003 SH   DFND 1 0 71,003 0
NEWELL BRANDS INC COM 651229106 905 42,283 SH   DFND 1 0 42,283 0
NEWS CORP NEW CL A 65249B109 4,851 219,014 SH   DFND 1 0 219,014 0
NEXTERA ENERGY INC COM 65339F101 6,565 77,503 SH   DFND 1 0 77,503 0
NIKE INC CL B 654106103 17,601 130,802 SH   DFND 1 0 130,802 0
NORDSON CORP COM 655663102 13,405 59,031 SH   DFND 1 0 59,031 0
NORFOLK SOUTHN CORP COM 655844108 4,955 17,372 SH   DFND 1 0 17,372 0
NOVAVAX INC COM NEW 670002401 2,570 34,892 SH   DFND 1 0 34,892 0
NVIDIA CORPORATION COM 67066G104 5,447 19,963 SH   DFND 1 0 19,963 0
NXP SEMICONDUCTORS N V COM N6596X109 2,803 15,147 SH   DFND 1 0 15,147 0
OCCIDENTAL PETE CORP COM 674599105 10,415 183,556 SH   DFND 1 0 183,556 0
OKTA INC CL A 679295105 15,625 103,502 SH   DFND 1 0 103,502 0
ON SEMICONDUCTOR CORP COM 682189105 5,177 82,691 SH   DFND 1 0 82,691 0
OREILLY AUTOMOTIVE INC COM 67103H107 22,792 33,275 SH   DFND 1 0 33,275 0
OTIS WORLDWIDE CORP COM 68902V107 16,692 216,920 SH   DFND 1 0 216,920 0
OWENS CORNING NEW COM 690742101 15,115 165,188 SH   DFND 1 0 165,188 0
PAYCOM SOFTWARE INC COM 70432V102 21,997 63,506 SH   DFND 1 0 63,506 0
PELOTON INTERACTIVE INC CL A COM 70614W100 661 25,001 SH   DFND 1 0 25,001 0
PEPSICO INC COM 713448108 36,550 218,364 SH   DFND 1 0 218,364 0
PFIZER INC COM 717081103 42,978 830,171 SH   DFND 1 0 830,171 0
PHILIP MORRIS INTL INC COM 718172109 18,356 195,403 SH   DFND 1 0 195,403 0
PHILLIPS 66 COM 718546104 37,501 434,093 SH   DFND 1 0 434,093 0
PINTEREST INC CL A 72352L106 16,912 687,218 SH   DFND 1 0 687,218 0
PNC FINL SVCS GROUP INC COM 693475105 4,208 22,815 SH   DFND 1 0 22,815 0
PROLOGIS INC. COM 74340W103 2,667 16,517 SH   DFND 1 0 16,517 0
PUBLIC STORAGE COM 74460D109 11,835 30,324 SH   DFND 1 0 30,324 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 4,414 63,056 SH   DFND 1 0 63,056 0
QUALCOMM INC COM 747525103 13,286 86,939 SH   DFND 1 0 86,939 0
QUEST DIAGNOSTICS INC COM 74834L100 8,094 59,140 SH   DFND 1 0 59,140 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 4,864 49,092 SH   DFND 1 0 49,092 0
ROBERT HALF INTL INC COM 770323103 1,191 10,427 SH   DFND 1 0 10,427 0
ROKU INC COM CL A 77543R102 4,454 35,554 SH   DFND 1 0 35,554 0
ROYAL CARIBBEAN GROUP COM V7780T103 924 11,027 SH   DFND 1 0 11,027 0
S&P GLOBAL INC COM 78409V104 28,205 68,762 SH   DFND 1 0 68,762 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,224 18,088 SH   DFND 1 0 18,088 0
SCHLUMBERGER LTD COM STK 806857108 5,149 124,637 SH   DFND 1 0 124,637 0
SEI INVTS CO COM 784117103 9,074 150,710 SH   DFND 1 0 150,710 0
SERVICENOW INC COM 81762P102 14,750 26,486 SH   DFND 1 0 26,486 0
SIMON PPTY GROUP INC NEW COM 828806109 11,303 85,914 SH   DFND 1 0 85,914 0
SIRIUS XM HOLDINGS INC COM 82968B103 19,614 2,962,875 SH   DFND 1 0 2,962,875 0
SKYWORKS SOLUTIONS INC COM 83088M102 11,088 83,193 SH   DFND 1 0 83,193 0
SMITH A O CORP COM 831865209 1,002 15,681 SH   DFND 1 0 15,681 0
SNAP INC CL A 83304A106 11,067 307,504 SH   DFND 1 0 307,504 0
SNAP ON INC COM 833034101 10,687 52,008 SH   DFND 1 0 52,008 0
SNOWFLAKE INC CL A 833445109 7,865 34,326 SH   DFND 1 0 34,326 0
SOUTHWEST AIRLS CO COM 844741108 11,668 254,751 SH   DFND 1 0 254,751 0
SPLUNK INC COM 848637104 4,786 32,207 SH   DFND 1 0 32,207 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 16,142 215,175 SH   DFND 1 0 215,175 0
STARBUCKS CORP COM 855244109 21,043 231,320 SH   DFND 1 0 231,320 0
STEEL DYNAMICS INC COM 858119100 4,560 54,660 SH   DFND 1 0 54,660 0
SUN CMNTYS INC COM 866674104 23,951 136,637 SH   DFND 1 0 136,637 0
SUNRUN INC COM 86771W105 15,663 515,755 SH   DFND 1 0 515,755 0
SYNCHRONY FINANCIAL COM 87165B103 4,950 142,210 SH   DFND 1 0 142,210 0
SYNOPSYS INC COM 871607107 50,043 150,158 SH   DFND 1 0 150,158 0
TARGET CORP COM 87612E106 60,316 284,216 SH   DFND 1 0 284,216 0
TELADOC HEALTH INC COM 87918A105 11,437 158,564 SH   DFND 1 0 158,564 0
TELEDYNE TECHNOLOGIES INC COM 879360105 1,002 2,120 SH   DFND 1 0 2,120 0
TELEFLEX INCORPORATED COM 879369106 18,665 52,604 SH   DFND 1 0 52,604 0
TERADYNE INC COM 880770102 2,743 23,198 SH   DFND 1 0 23,198 0
TESLA INC COM 88160R101 53,207 49,375 SH   DFND 1 0 49,375 0
TEXAS INSTRS INC COM 882508104 4,056 22,105 SH   DFND 1 0 22,105 0
TEXTRON INC COM 883203101 12,924 173,753 SH   DFND 1 0 173,753 0
TJX COS INC NEW COM 872540109 30,331 500,672 SH   DFND 1 0 500,672 0
TRANE TECHNOLOGIES PLC SHS G8994E103 10,673 69,896 SH   DFND 1 0 69,896 0
TRANSDIGM GROUP INC COM 893641100 8,543 13,112 SH   DFND 1 0 13,112 0
TWILIO INC CL A 90138F102 3,677 22,312 SH   DFND 1 0 22,312 0
TYSON FOODS INC CL A 902494103 27,659 308,589 SH   DFND 1 0 308,589 0
UDR INC COM 902653104 18,408 320,868 SH   DFND 1 0 320,868 0
UNION PAC CORP COM 907818108 7,461 27,310 SH   DFND 1 0 27,310 0
UNITED PARCEL SERVICE INC CL B 911312106 2,724 12,703 SH   DFND 1 0 12,703 0
UNITED RENTALS INC COM 911363109 24,746 69,667 SH   DFND 1 0 69,667 0
UNITEDHEALTH GROUP INC COM 91324P102 44,435 87,133 SH   DFND 1 0 87,133 0
US BANCORP DEL COM NEW 902973304 9,424 177,317 SH   DFND 1 0 177,317 0
V F CORP COM 918204108 4,074 71,641 SH   DFND 1 0 71,641 0
VAIL RESORTS INC COM 91879Q109 6,314 24,258 SH   DFND 1 0 24,258 0
VALERO ENERGY CORP COM 91913Y100 567 5,584 SH   DFND 1 0 5,584 0
VEEVA SYS INC CL A COM 922475108 10,275 48,363 SH   DFND 1 0 48,363 0
VERISIGN INC COM 92343E102 12,006 53,968 SH   DFND 1 0 53,968 0
VERIZON COMMUNICATIONS INC COM 92343V104 21,581 423,661 SH   DFND 1 0 423,661 0
VISA INC COM CL A 92826C839 37,252 167,976 SH   DFND 1 0 167,976 0
VISTRA CORP COM 92840M102 14,373 618,203 SH   DFND 1 0 618,203 0
WABTEC COM 929740108 4,958 51,555 SH   DFND 1 0 51,555 0
WASTE MGMT INC DEL COM 94106L109 5,187 32,723 SH   DFND 1 0 32,723 0
WAYFAIR INC CL A 94419L101 1,651 14,905 SH   DFND 1 0 14,905 0
WELLS FARGO CO NEW COM 949746101 43,680 901,355 SH   DFND 1 0 901,355 0
WESTERN DIGITAL CORP. COM 958102105 2,781 56,021 SH   DFND 1 0 56,021 0
WESTERN UN CO COM 959802109 7,756 413,862 SH   DFND 1 0 413,862 0
WESTROCK CO COM 96145D105 2,433 51,738 SH   DFND 1 0 51,738 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 2,138 56,406 SH   DFND 1 0 56,406 0
WHIRLPOOL CORP COM 963320106 2,194 12,701 SH   DFND 1 0 12,701 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 16,690 70,656 SH   DFND 1 0 70,656 0
WIX COM LTD SHS M98068105 8,042 76,984 SH   DFND 1 0 76,984 0
WORKDAY INC CL A 98138H101 9,868 41,209 SH   DFND 1 0 41,209 0
WP CAREY INC COM 92936U109 715 8,845 SH   DFND 1 0 8,845 0
XCEL ENERGY INC COM 98389B100 891 12,345 SH   DFND 1 0 12,345 0
YUM BRANDS INC COM 988498101 1,323 11,165 SH   DFND 1 0 11,165 0
ZENDESK INC COM 98936J101 1,071 8,900 SH   DFND 1 0 8,900 0
ZILLOW GROUP INC CL A 98954M101 1,730 35,863 SH   DFND 1 0 35,863 0
ZOETIS INC CL A 98978V103 19,287 102,271 SH   DFND 1 0 102,271 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,012 8,634 SH   DFND 1 0 8,634 0
ZSCALER INC COM 98980G102 20,651 85,588 SH   DFND 1 0 85,588 0