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
10X GENOMICS INC COM 88025U109   675,090 17,988 SH   DFND 1 0 0 17,988
360 FINANCE INC ADR 88557W101   5,429,478 294,600 SH   DFND 1 0 0 294,600
3M COMPANY COM 88579Y101   38,323,092 361,300 SH   DFND 1 0 0 361,300
ACI WORLDWIDE IN COM 004498101   3,321,000 100,000 SH   DFND 1 0 0 100,000
ACUITY BRANDS COM 00508Y102   25,187,526 93,728 SH   DFND 1 0 0 93,728
ACV AUCTIONS INC COM 00091G104   15,016,000 800,000 SH   DFND 1 0 0 800,000
AECOM TECHNOLOGY COM 00766T100   6,289,772 64,129 SH   DFND 1 0 0 64,129
AERCAP HOLDINGS COM N00985106   7,414,379 85,311 SH   DFND 1 0 0 85,311
AFLAC INC COM 001055102   27,588,277 321,317 SH   DFND 1 0 0 321,317
AGCO CORP COM 001084102   10,497,788 85,334 SH   DFND 1 0 0 85,334
AGILENT TECHNOLO COM 00846U101   22,587,517 155,230 SH   DFND 1 0 0 155,230
AIR PRODUCTS & C COM 009158106   15,909,628 65,669 SH   DFND 1 0 0 65,669
AKAMAI TECHNOLOG COM 00971T101   9,487,678 87,235 SH   DFND 1 0 0 87,235
ALBEMARLE CORP COM 012653101   12,571,026 95,423 SH   DFND 1 0 0 95,423
ALBERTSONS COS I COM 013091103   1,725,427 80,477 SH   DFND 1 0 0 80,477
ALEXANDRIA REAL COM 015271109   14,587,973 113,164 SH   DFND 1 0 0 113,164
ALIGN TECHNOLOGY COM 016255101   96,116,631 293,110 SH   DFND 1 0 0 293,110
ALLEGION COM G0176J109   9,569,799 71,040 SH   DFND 1 0 0 71,040
ALLSTATE CORP/TH COM 020002101   5,479,919 31,674 SH   DFND 1 0 0 31,674
ALLY FINANCIAL COM 02005N100   6,904,439 170,102 SH   DFND 1 0 0 170,102
ALNYLAM PHARM COM 02043Q107   3,084,497 20,639 SH   DFND 1 0 0 20,639
ALTICE USA INC COM 02156K103   66,143 25,342 SH   DFND 1 0 0 25,342
ALTUS POWER INC COM 02217A102   12,589,086 2,633,700 SH   DFND 1 0 0 2,633,700
AMCOR PLC COM G0250X107   406,248 42,718 SH   DFND 1 0 0 42,718
AMERCO COM 023586506   6,599,854 98,978 SH   DFND 1 0 0 98,978
AMERCO COM 023586506   234,161 3,467 SH   DFND 1 0 0 3,467
AMERESCO INC COM 02361E108   12,065,000 500,000 SH   DFND 1 0 0 500,000
AMERICAN EXPR COM 025816109   96,943,116 425,768 SH   DFND 1 0 0 425,768
AMERICAN FINANCI COM 025932104   133,204 976 SH   DFND 1 0 0 976
AMERICAN HOMES 4 COM 02665T306   12,873,000 350,000 SH   DFND 1 0 0 350,000
AMERICAN INTERNA COM 026874784   99,950,976 1,278,636 SH   DFND 1 0 0 1,278,636
AMERICAN WATER COM 030420103   8,134,175 66,559 SH   DFND 1 0 0 66,559
AMERICOLD REALTY COM 03064D108   9,494,520 381,000 SH   DFND 1 0 0 381,000
AMETEK INC COM 031100100   3,832,670 20,955 SH   DFND 1 0 0 20,955
ANNALY CAPITAL M COM 035710839   12,780,681 649,095 SH   DFND 1 0 0 649,095
ANTHEM INC COM 036752103   73,779,427 142,283 SH   DFND 1 0 0 142,283
AO SMITH CORP COM 831865209   1,494,787 16,709 SH   DFND 1 0 0 16,709
AON PLC COM G0403H108   34,787,642 104,242 SH   DFND 1 0 0 104,242
API GROUP CORP COM 00187Y100   60,318,720 1,536,000 SH   DFND 1 0 0 1,536,000
APOLLO GLOBAL MA COM 03769M106   5,799,946 51,578 SH   DFND 1 0 0 51,578
APPLOVIN CORP COM 03831W108   869,542 12,562 SH   DFND 1 0 0 12,562
AQUA AMERICA INC COM 29670G102   10,250,105 276,656 SH   DFND 1 0 0 276,656
ARCADIUM LITHIUM COM G0508H110   3,684,407 854,851 SH   DFND 1 0 0 854,851
ARCH CAPITAL COM G0450A105   25,059,745 271,092 SH   DFND 1 0 0 271,092
ARCHER-DANIELS-M COM 039483102   23,106,480 367,879 SH   DFND 1 0 0 367,879
ARCONIC COM 443201108   10,922,386 159,614 SH   DFND 1 0 0 159,614
ARLO TECHNOLOGIE COM 04206A101   6,957,500 550,000 SH   DFND 1 0 0 550,000
ARRAY TECHNOLOGI COM 04271T100   36,522,045 2,449,500 SH   DFND 1 0 0 2,449,500
ARTHUR J GALLAGH COM 363576109   3,297,276 13,187 SH   DFND 1 0 0 13,187
ASSURANT INC COM 04621X108   270,313 1,436 SH   DFND 1 0 0 1,436
ASTRAZENECA PLC ADR 046353108   186,126,663 2,747,257 SH   DFND 1 0 0 2,747,257
ASURE SOFTWARE I COM 04649U102   4,668,000 600,000 SH   DFND 1 0 0 600,000
AT&T INC COM 00206R102   54,121,883 3,075,107 SH   DFND 1 0 0 3,075,107
ATKORE INTERNATI COM 047649108   47,591,142 250,006 SH   DFND 1 0 0 250,006
ATLANTICA SUSTAI COM G0751N103   4,102,560 222,000 SH   DFND 1 0 0 222,000
ATLASSIAN CORP P COM 049468101   50,922,929 260,996 SH   DFND 1 0 0 260,996
ATMOS ENERGY COM 049560105   725,820 6,106 SH   DFND 1 0 0 6,106
AUTODESK INC COM 052769106   39,053,626 149,964 SH   DFND 1 0 0 149,964
AUTOHOME INC ADR 05278C107   946,175 36,086 SH   DFND 1 0 0 36,086
AUTOMATIC DATA P COM 053015103   59,386,922 237,795 SH   DFND 1 0 0 237,795
AUTOZONE INC COM 053332102   49,339,082 15,655 SH   DFND 1 0 0 15,655
AVALONBAY COMMUN COM 053484101   4,531,931 24,423 SH   DFND 1 0 0 24,423
AVANTOR INC COM 05352A100   2,706,712 105,855 SH   DFND 1 0 0 105,855
AXON ENTERPRISE COM 05464C101   39,922,550 127,597 SH   DFND 1 0 0 127,597
BADGER METER INC COM 056525108   1,489,623 9,206 SH   DFND 1 0 0 9,206
BAIDU INC/CHINA ADR 056752108   4,350,907 41,327 SH   DFND 1 0 0 41,327
BAKER HUGHES, A COM 05722G100   17,706,092 528,540 SH   DFND 1 0 0 528,540
BALL CORP COM 058498106   12,292,258 182,486 SH   DFND 1 0 0 182,486
BANCOLOMBIA SA ADR 05968L102   9,259,932 270,600 SH   DFND 1 0 0 270,600
BANK OF HAWAII C COM 062540109   43,673,000 700,000 SH   DFND 1 0 0 700,000
BANK OF NEW YORK COM 064058100   35,513,797 616,345 SH   DFND 1 0 0 616,345
BAXTER INTERNATI COM 071813109   6,082,544 142,315 SH   DFND 1 0 0 142,315
BECTON DICKIN COM 075887109   35,799,087 144,672 SH   DFND 1 0 0 144,672
BEIGENE LTD ADR 07725L102   2,595,918 16,599 SH   DFND 1 0 0 16,599
BENTLEY SYSTEMS COM 08265T208   35,133,355 672,795 SH   DFND 1 0 0 672,795
BEST BUY CO INC COM 086516101   43,521,757 530,559 SH   DFND 1 0 0 530,559
BILIBILI INC ADR 090040106   645,120 57,600 SH   DFND 1 0 0 57,600
BIOGEN INC COM 09062X103   22,939,367 106,383 SH   DFND 1 0 0 106,383
BIOMARIN PHARMAC COM 09061G101   25,863,907 296,129 SH   DFND 1 0 0 296,129
BIO-RAD LABORAT COM 090572207   1,824,118 5,274 SH   DFND 1 0 0 5,274
BLACKROCK INC COM 09247X101   86,282,114 103,493 SH   DFND 1 0 0 103,493
BLINK CHARGING C COM 09354A100   489,860 162,744 SH   DFND 1 0 0 162,744
BLOCK INC COM 852234103   2,841,719 33,598 SH   DFND 1 0 0 33,598
BOOKING HOLDINGS COM 09857L108   95,460,407 26,313 SH   DFND 1 0 0 26,313
BORGWARNER COM 099724106   14,021,516 403,613 SH   DFND 1 0 0 403,613
BOSTON PROPERTIE COM 101121101   16,728,896 256,146 SH   DFND 1 0 0 256,146
BRADY CORP COM 104674106   13,439,013 226,704 SH   DFND 1 0 0 226,704
BRANDYWINE REALT COM 105368203   636,595 132,624 SH   DFND 1 0 0 132,624
BROADRIDGE FINAN COM 11133T103   4,951,057 24,168 SH   DFND 1 0 0 24,168
BROWN-FORMAN COR COM 115637209   3,421,219 66,277 SH   DFND 1 0 0 66,277
BRUNSWICK CORP/D COM 117043109   19,304,000 200,000 SH   DFND 1 0 0 200,000
BUILDERS FIRSTSO COM 12008R107   7,860,458 37,691 SH   DFND 1 0 0 37,691
BUNGE GLOBAL SA COM H11356104   17,027,033 166,085 SH   DFND 1 0 0 166,085
BURLINGTON STORE COM 122017106   1,100,813 4,741 SH   DFND 1 0 0 4,741
CABLE ONE COM 12685J105   23,272 55 SH   DFND 1 0 0 55
CAMDEN PROPERTY COM 133131102   531,065 5,397 SH   DFND 1 0 0 5,397
CAMPBELL SOUP CO COM 134429109   11,405,293 256,587 SH   DFND 1 0 0 256,587
CAPITAL ONE FINA COM 14040H105   8,949,778 60,110 SH   DFND 1 0 0 60,110
CAPRI HOLDINGS COM G1890L107   8,400,659 185,445 SH   DFND 1 0 0 185,445
CARDINAL HEALTH COM 14149Y108   48,672,697 434,966 SH   DFND 1 0 0 434,966
CARGURUS INC COM 141788109   1,352,488 58,600 SH   DFND 1 0 0 58,600
CARLISLE COS INC COM 142339100   31,218,298 79,669 SH   DFND 1 0 0 79,669
CARLYLE GROUP COM 14316J108   740,427 15,784 SH   DFND 1 0 0 15,784
CARMAX INC COM 143130102   1,406,478 16,146 SH   DFND 1 0 0 16,146
CARNIVAL CORP COM 143658300   2,277,519 139,383 SH   DFND 1 0 0 139,383
CARRIER GLOBAL C COM 14448C104   24,600,500 423,198 SH   DFND 1 0 0 423,198
CARTER'S COM 146229109   547,287 6,463 SH   DFND 1 0 0 6,463
CATALENT INC COM 148806102   1,659,348 29,395 SH   DFND 1 0 0 29,395
CATERPILLAR COM 149123101   97,042,388 264,832 SH   DFND 1 0 0 264,832
CBOE HOLDINGS IN COM 12503M108   844,239 4,595 SH   DFND 1 0 0 4,595
CBS CORP COM 92556H206   1,443,967 122,682 SH   DFND 1 0 0 122,682
CDW COM 12514G108   13,094,657 51,195 SH   DFND 1 0 0 51,195
CELANESE CORP COM 150870103   3,499,241 20,361 SH   DFND 1 0 0 20,361
CELSIUS HOLDINGS COM 15118V207   278,611 3,360 SH   DFND 1 0 0 3,360
CF INDUSTRIES HO COM 125269100   19,823,867 238,239 SH   DFND 1 0 0 238,239
CH ROBINSON WORL COM 12541W209   1,051,265 13,807 SH   DFND 1 0 0 13,807
CHARLES SCHWAB C COM 808513105   40,738,342 563,151 SH   DFND 1 0 0 563,151
CHARTER COMMUNIC COM 16119P108   11,147,114 38,355 SH   DFND 1 0 0 38,355
CHECK POINT SOFT COM M22465104   69,486,937 423,675 SH   DFND 1 0 0 423,675
CHEVRON CORP COM 166764100   86,131,245 546,033 SH   DFND 1 0 0 546,033
CHEWY INC COM 16679L109   416,365 26,170 SH   DFND 1 0 0 26,170
CHIPOTLE MEXICAN COM 169656105   53,978,720 18,570 SH   DFND 1 0 0 18,570
CHUBB COM H1467J104   66,287,008 255,806 SH   DFND 1 0 0 255,806
CHURCH & DWIGHT COM 171340102   13,345,212 127,938 SH   DFND 1 0 0 127,938
CIA DE MINAS BUE COM 204448104   7,082,480 446,000 SH   DFND 1 0 0 446,000
CIENA CORP COM 171779309   48,213,750 975,000 SH   DFND 1 0 0 975,000
CINCINNATI FINAN COM 172062101   952,508 7,671 SH   DFND 1 0 0 7,671
CINTAS CORP COM 172908105   37,658,175 54,813 SH   DFND 1 0 0 54,813
CITIZENS FIN COM 174610105   12,263,226 337,923 SH   DFND 1 0 0 337,923
CLEAN HARBORS IN COM 184496107   12,078,600 60,000 SH   DFND 1 0 0 60,000
CLEVELAND-CLIFFS COM 185899101   1,933,628 85,032 SH   DFND 1 0 0 85,032
CLOROX CO COM 189054109   6,523,099 42,604 SH   DFND 1 0 0 42,604
CLOUDFLARE INC COM 18915M107   802,237 8,285 SH   DFND 1 0 0 8,285
CME GROUP INC COM 12572Q105   15,017,340 69,754 SH   DFND 1 0 0 69,754
CNH INDUSTRIAL N COM N20944109   11,640,348 898,175 SH   DFND 1 0 0 898,175
COACH INC COM 876030107   15,485,460 326,147 SH   DFND 1 0 0 326,147
COCA-COLA EUROPE COM G25839104   12,546,513 179,364 SH   DFND 1 0 0 179,364
COGNEX CORP COM 192422103   58,502,015 1,379,114 SH   DFND 1 0 0 1,379,114
COGNIZANT TECHNO COM 192446102   28,246,187 385,403 SH   DFND 1 0 0 385,403
COINBASE GLOBAL COM 19260Q107   5,046,823 19,036 SH   DFND 1 0 0 19,036
COMCAST CORP COM 20030N101   93,051,080 2,146,507 SH   DFND 1 0 0 2,146,507
COMFORT SYSTEMS COM 199908104   31,771,000 100,000 SH   DFND 1 0 0 100,000
CONAGRA BRANDS I COM 205887102   18,267,960 616,328 SH   DFND 1 0 0 616,328
CONOCOPHILLIPS COM 20825C104   66,495,400 522,434 SH   DFND 1 0 0 522,434
CONSOLIDATED EDI COM 209115104   30,514,975 336,031 SH   DFND 1 0 0 336,031
CONSTELLATION BR COM 21036P108   560,640 2,063 SH   DFND 1 0 0 2,063
COPART INC COM 217204106   42,067,817 726,309 SH   DFND 1 0 0 726,309
CORE & MAIN INC COM 21874C102   98,876,475 1,727,100 SH   DFND 1 0 0 1,727,100
CORNING INC COM 219350105   788,008 23,908 SH   DFND 1 0 0 23,908
CORPAY COM 219948106   30,920,953 100,217 SH   DFND 1 0 0 100,217
CORTEVA INC COM 22052L104   19,300,130 334,665 SH   DFND 1 0 0 334,665
COSTAR GROUP INC COM 22160N109   4,222,675 43,713 SH   DFND 1 0 0 43,713
COUSINS PROPERTI COM 222795502   14,305,964 595,090 SH   DFND 1 0 0 595,090
CRA INTERNATIONA COM 12618T105   26,924,400 180,000 SH   DFND 1 0 0 180,000
CREDICORP COM G2519Y108   7,268,547 42,900 SH   DFND 1 0 0 42,900
CROWDSTRIKE HOLD COM 22788C105   73,971,654 230,736 SH   DFND 1 0 0 230,736
CROWN CASTLE INC COM 22822V101   26,470,093 250,119 SH   DFND 1 0 0 250,119
CROWN HOLDINGS COM 228368106   11,186,042 141,131 SH   DFND 1 0 0 141,131
CSX CORP COM 126408103   23,584,861 636,225 SH   DFND 1 0 0 636,225
CUMMINS INC COM 231021106   44,489,203 150,990 SH   DFND 1 0 0 150,990
DARDEN RESTAURAN COM 237194105   13,074,307 78,219 SH   DFND 1 0 0 78,219
DARLING INTERNAT COM 237266101   14,675,999 315,545 SH   DFND 1 0 0 315,545
DATADOG INC COM 23804L103   12,912,492 104,470 SH   DFND 1 0 0 104,470
DAVITA INC COM 23918K108   1,283,037 9,294 SH   DFND 1 0 0 9,294
DAYFORCE COM 15677J108   5,720,544 86,400 SH   DFND 1 0 0 86,400
DECKERS OUTDOOR COM 243537107   4,580,171 4,866 SH   DFND 1 0 0 4,866
DELL TECHNOLOGIE COM 24703L202   28,458,921 249,399 SH   DFND 1 0 0 249,399
DELTA AIRLINES COM 247361702   5,646,267 117,950 SH   DFND 1 0 0 117,950
DEXCOM INC COM 252131107   24,519,388 176,780 SH   DFND 1 0 0 176,780
DIAMONDBACK ENER COM 25278X109   6,283,376 31,707 SH   DFND 1 0 0 31,707
DICK'S SPORTING COM 253393102   1,669,810 7,426 SH   DFND 1 0 0 7,426
DIGITAL REALITY COM 253868103   19,472,192 135,186 SH   DFND 1 0 0 135,186
DISCOVER FINANCI COM 254709108   13,322,021 101,625 SH   DFND 1 0 0 101,625
DISCOVERY INC ADR 934423104   9,897,080 1,133,686 SH   DFND 1 0 0 1,133,686
D-MARKET ELEKTRO ADR 23292B104   540,609 360,406 SH   DFND 1 0 0 360,406
DOCUSIGN INC COM 256163106   7,520,450 126,288 SH   DFND 1 0 0 126,288
DOLLAR GENERAL COM 256677105   13,042,715 83,575 SH   DFND 1 0 0 83,575
DOLLAR TREE INC COM 256746108   14,433,593 108,401 SH   DFND 1 0 0 108,401
DOMINO'S PIZZA COM 25754A201   5,483,070 11,035 SH   DFND 1 0 0 11,035
DOORDASH INC COM 25809K105   21,243,035 154,248 SH   DFND 1 0 0 154,248
DOUGLAS EMMETT I COM 25960P109   660,864 47,647 SH   DFND 1 0 0 47,647
DOVER CORP COM 260003108   1,581,420 8,925 SH   DFND 1 0 0 8,925
DOW INC COM 260557103   19,019,752 328,323 SH   DFND 1 0 0 328,323
DOWPONT DE COM 26614N102   24,403,218 318,289 SH   DFND 1 0 0 318,289
DR HORTON INC COM 23331A109   29,541,168 179,527 SH   DFND 1 0 0 179,527
DR PEPPER SNAPPL COM 49271V100   14,033,949 457,579 SH   DFND 1 0 0 457,579
DROPBOX INC COM 26210C104   1,754,460 72,200 SH   DFND 1 0 0 72,200
DYNATRACE INC COM 268150109   4,619,015 99,462 SH   DFND 1 0 0 99,462
DYNAVAX TECHNOLO COM 268158201   3,740,374 301,400 SH   DFND 1 0 0 301,400
EBAY INC COM 278642103   73,776,939 1,397,820 SH   DFND 1 0 0 1,397,820
EDISON INTERNATI COM 281020107   17,918,030 253,330 SH   DFND 1 0 0 253,330
ENPRO INC COM 29355X107   28,690,900 170,000 SH   DFND 1 0 0 170,000
ENTEGRIS INC COM 29362U104   6,805,369 48,423 SH   DFND 1 0 0 48,423
ENVISTA HOLDINGS COM 29415F104   53,411,516 2,498,200 SH   DFND 1 0 0 2,498,200
EOG RESOURCES IN COM 26875P101   387,355 3,030 SH   DFND 1 0 0 3,030
EPLUS INC COM 294268107   15,315,300 195,000 SH   DFND 1 0 0 195,000
EPR PROPERTIES COM 26884U109   7,428,750 175,000 SH   DFND 1 0 0 175,000
EQT CORP COM 26884L109   4,072,844 109,869 SH   DFND 1 0 0 109,869
EQUIFAX INC COM 294429105   10,886,994 40,696 SH   DFND 1 0 0 40,696
EQUITABLE HOLDIN COM 29452E101   27,236,521 716,562 SH   DFND 1 0 0 716,562
EQUITY LIFESTYLE COM 29472R108   21,252,000 330,000 SH   DFND 1 0 0 330,000
EQUITY RESIDENTI COM 29476L107   1,643,889 26,048 SH   DFND 1 0 0 26,048
ESSEX PROPERTY COM 297178105   4,298,619 17,559 SH   DFND 1 0 0 17,559
ESTEE LAUDER COS COM 518439104   82,663,864 536,256 SH   DFND 1 0 0 536,256
ETSY INC COM 29786A106   931,225 13,551 SH   DFND 1 0 0 13,551
EVERCORE INC COM 29977A105   1,117,022 5,800 SH   DFND 1 0 0 5,800
EVEREST RE GROUP COM G3223R108   15,073,599 37,921 SH   DFND 1 0 0 37,921
EVERSOURCE ENERG COM 30040W108   31,927,880 534,179 SH   DFND 1 0 0 534,179
EVI INDUSTRIES I COM 26929N102   9,337,500 375,000 SH   DFND 1 0 0 375,000
EXACT SCIENCES C COM 30063P105   2,718,547 39,365 SH   DFND 1 0 0 39,365
EXELIXIS INC COM 30161Q104   22,455,177 946,278 SH   DFND 1 0 0 946,278
EXPEDIA INC COM 30212P303   22,184,637 161,050 SH   DFND 1 0 0 161,050
EXPEDITORS INTER COM 302130109   2,953,786 24,297 SH   DFND 1 0 0 24,297
EXTRA SPACE STOR COM 30225T102   33,911,577 230,691 SH   DFND 1 0 0 230,691
FACTSET RESEARCH COM 303075105   84,062 185 SH   DFND 1 0 0 185
FAIR ISAAC CORP COM 303250104   10,961,579 8,772 SH   DFND 1 0 0 8,772
FARO TECHNOLOGIE COM 311642102   3,226,500 150,000 SH   DFND 1 0 0 150,000
FASTENAL CO COM 311900104   26,359,354 341,708 SH   DFND 1 0 0 341,708
FEDEX CORP COM 31428X106   33,211,736 114,626 SH   DFND 1 0 0 114,626
FERGUSON PLC COM G3421J106   26,378,699 120,765 SH   DFND 1 0 0 120,765
FIDELITY NAT INF COM 31620M106   26,377,293 355,585 SH   DFND 1 0 0 355,585
FIFTH THIRD BANC COM 316773100   9,547,566 256,586 SH   DFND 1 0 0 256,586
FIRST CITIZENS B COM 31946M103   3,843,885 2,351 SH   DFND 1 0 0 2,351
FIRST SOLAR INC COM 336433107   21,814,699 129,234 SH   DFND 1 0 0 129,234
FISERV INC COM 337738108   52,503,429 328,516 SH   DFND 1 0 0 328,516
FIVERR INTERNATI COM M4R82T106   399,929 18,981 SH   DFND 1 0 0 18,981
FMC CORP COM 302491303   21,995,102 345,292 SH   DFND 1 0 0 345,292
FNF GROUP COM 31620R303   1,798,179 33,864 SH   DFND 1 0 0 33,864
FORD MOTOR COM 345370860   10,415,638 784,310 SH   DFND 1 0 0 784,310
FORTIVE CORP COM 34959J108   6,799,366 79,044 SH   DFND 1 0 0 79,044
FORTUNE BRANDS H COM 34964C106   4,883,766 57,680 SH   DFND 1 0 0 57,680
FOX CORP COM 35137L105   4,465,731 142,812 SH   DFND 1 0 0 142,812
FOX CORP COM 35137L204   1,914,964 66,910 SH   DFND 1 0 0 66,910
FPL GROUP INC COM 65339F101   20,722,560 324,246 SH   DFND 1 0 0 324,246
FRANKLIN RESOURC COM 354613101   978,706 34,817 SH   DFND 1 0 0 34,817
FRONTDOOR INC COM 35905A109   18,542,060 569,124 SH   DFND 1 0 0 569,124
GARMIN LTD COM H2906T109   13,670,137 91,826 SH   DFND 1 0 0 91,826
GARTNER COM 366651107   30,734,729 64,478 SH   DFND 1 0 0 64,478
GDS HOLDINGS LTD ADR 36165L108   2,173,712 326,874 SH   DFND 1 0 0 326,874
GE HEALTHCARE TE COM 36266G107   6,138,243 67,520 SH   DFND 1 0 0 67,520
GENERAL ELECTRIC COM 369604301   25,268,597 143,956 SH   DFND 1 0 0 143,956
GENERAL MILLS IN COM 370334104   36,176,518 517,029 SH   DFND 1 0 0 517,029
GENUINE PARTS CO COM 372460105   18,646,755 120,356 SH   DFND 1 0 0 120,356
GIBRALTAR INDUST COM 374689107   17,015,989 211,300 SH   DFND 1 0 0 211,300
GLOBAL PAYMENTS COM 37940X102   4,575,717 34,234 SH   DFND 1 0 0 34,234
GLOBANT SA COM L44385109   9,973,860 49,400 SH   DFND 1 0 0 49,400
GLOBE LIFE INC COM 37959E102   451,515 3,880 SH   DFND 1 0 0 3,880
GLOBUS MEDICAL I COM 379577208   17,433,000 325,000 SH   DFND 1 0 0 325,000
GODADDY INC COM 380237107   17,577,222 148,106 SH   DFND 1 0 0 148,106
H&R BLOCK INC COM 093671105   10,581,290 215,461 SH   DFND 1 0 0 215,461
HALOZYME THERAPE COM 40637H109   13,927,286 342,362 SH   DFND 1 0 0 342,362
HARTFORD FINANCI COM 416515104   53,980,271 523,826 SH   DFND 1 0 0 523,826
HASBRO INC COM 418056107   82,522,647 1,460,061 SH   DFND 1 0 0 1,460,061
HEALTHPEAK PROPE COM 42250P103   1,575,562 84,030 SH   DFND 1 0 0 84,030
HEICO CORP COM 422806208   4,741,352 30,800 SH   DFND 1 0 0 30,800
HEICO CORP COM 422806109   3,342,500 17,500 SH   DFND 1 0 0 17,500
HERSHEY CO/THE COM 427866108   25,588,228 131,559 SH   DFND 1 0 0 131,559
HESS CORP COM 42809H107   36,936,286 241,983 SH   DFND 1 0 0 241,983
HEWLETT PACKARD COM 42824C109   26,994,634 1,522,540 SH   DFND 1 0 0 1,522,540
HIGHWOODS PROPER COM 431284108   7,215,208 275,600 SH   DFND 1 0 0 275,600
HILTON INC COM 43300A203   31,835,026 149,243 SH   DFND 1 0 0 149,243
HORMEL FOODS COM 440452100   10,139,907 290,625 SH   DFND 1 0 0 290,625
HOST HOTELS & RE COM 44107P104   15,508,903 749,947 SH   DFND 1 0 0 749,947
HOWARD HUGHES HO COM 44267T102   2,904,800 40,000 SH   DFND 1 0 0 40,000
HP COM 40434L105   21,285,609 704,355 SH   DFND 1 0 0 704,355
HUAZHU GROUP LTD ADR 44332N106   2,716,740 70,200 SH   DFND 1 0 0 70,200
HUBBELL INC COM 443510607   17,103,381 41,208 SH   DFND 1 0 0 41,208
HUBSPOT INC COM 443573100   15,844,449 25,288 SH   DFND 1 0 0 25,288
HUDSON TECHNOLOG COM 444144109   1,651,500 150,000 SH   DFND 1 0 0 150,000
HUMANA INC COM 444859102   37,174,279 107,217 SH   DFND 1 0 0 107,217
HUNTINGTON BANCS COM 446150104   5,514,476 395,303 SH   DFND 1 0 0 395,303
HYSTER-YALE MATE COM 449172105   5,518,620 86,000 SH   DFND 1 0 0 86,000
IAC INC COM 44891N208   11,460,419 214,856 SH   DFND 1 0 0 214,856
ICHOR HOLDINGS L COM G4740B105   67,106,112 1,737,600 SH   DFND 1 0 0 1,737,600
ICON COM G4705A100   31,176,160 92,800 SH   DFND 1 0 0 92,800
IDEX CORP COM 45167R104   11,765,180 48,214 SH   DFND 1 0 0 48,214
IDEXX LABORATORI COM 45168D104   21,012,995 38,918 SH   DFND 1 0 0 38,918
ILLINOIS TOOL WO COM 452308109   22,940,604 85,494 SH   DFND 1 0 0 85,494
INCYTE CORP COM 45337C102   37,440,284 657,193 SH   DFND 1 0 0 657,193
INGERSOLL-RAND COM 45687V106   55,309,514 582,512 SH   DFND 1 0 0 582,512
INGEVITY CORP COM 45688C107   3,372,390 70,700 SH   DFND 1 0 0 70,700
INMODE LTD COM M5425M103   17,633,760 816,000 SH   DFND 1 0 0 816,000
INSTALLED BUILDI COM 45780R101   96,247,560 372,000 SH   DFND 1 0 0 372,000
INSULET CORP COM 45784P101   6,903,478 40,277 SH   DFND 1 0 0 40,277
INTERCONT EXCHAN COM 45866F104   11,074,522 80,583 SH   DFND 1 0 0 80,583
INTERNATIONAL FL COM 459506101   19,944,607 231,941 SH   DFND 1 0 0 231,941
INTERNATIONAL PA COM 460146103   4,489,798 115,064 SH   DFND 1 0 0 115,064
INTERPUBLIC GROU COM 460690100   20,493,337 628,052 SH   DFND 1 0 0 628,052
INTUIT INC COM 461202103   75,585,900 116,286 SH   DFND 1 0 0 116,286
INTUITIVE SURGIC COM 46120E602   74,378,803 186,371 SH   DFND 1 0 0 186,371
INVESCO LTD COM G491BT108   41,475,000 2,500,000 SH   DFND 1 0 0 2,500,000
INVITATION HOMES COM 46187W107   16,367,923 459,644 SH   DFND 1 0 0 459,644
IONIS PHARMACEUT COM 462222100   6,183,488 142,641 SH   DFND 1 0 0 142,641
IPG PHOTONICS CO COM 44980X109   2,687,326 29,632 SH   DFND 1 0 0 29,632
IRON MOUNTAIN IN COM 46284V101   19,444,910 242,425 SH   DFND 1 0 0 242,425
ITRON INC COM 465741106   1,900,361 20,540 SH   DFND 1 0 0 20,540
JABIL CIRCUIT IN COM 466313103   5,679,882 42,403 SH   DFND 1 0 0 42,403
JACK HENRY & ASS COM 426281101   5,529,653 31,829 SH   DFND 1 0 0 31,829
JB HUNT TRANSPOR COM 445658107   5,781,041 29,014 SH   DFND 1 0 0 29,014
JM SMUCKER CO/TH COM 832696405   14,075,539 111,826 SH   DFND 1 0 0 111,826
JOHNSON CONTR. I COM G51502105   13,807,210 211,378 SH   DFND 1 0 0 211,378
JONES LANG LASA COM 48020Q107   97,018,257 497,300 SH   DFND 1 0 0 497,300
JOYY INC COM 46591M109   1,475,108 47,971 SH   DFND 1 0 0 47,971
JUNIPER NETWORKS COM 48203R104   2,542,502 68,605 SH   DFND 1 0 0 68,605
KANZHUN LTD ADR 48553T106   860,933 49,112 SH   DFND 1 0 0 49,112
KAROOOOO LTD COM Y4600W108   2,387,065 95,254 SH   DFND 1 0 0 95,254
KASPI.KZ JSC ADR 48581R205   865,233 6,726 SH   DFND 1 0 0 6,726
KB HOME COM 48666K109   13,046,669 184,067 SH   DFND 1 0 0 184,067
KE HOLDINGS INC ADR 482497104   3,392,587 247,093 SH   DFND 1 0 0 247,093
KELLANOVA COM 487836108   13,069,052 228,121 SH   DFND 1 0 0 228,121
KENVUE INC COM 49177J102   27,856,303 1,298,057 SH   DFND 1 0 0 1,298,057
KEYCORP COM 493267108   8,202,672 518,828 SH   DFND 1 0 0 518,828
KILROY REALTY CO COM 49427F108   5,811,058 159,513 SH   DFND 1 0 0 159,513
KIMBERLY-CLARK C COM 494368103   20,659,264 159,716 SH   DFND 1 0 0 159,716
KIMCO REALTY COR COM 49446R109   11,173,563 569,789 SH   DFND 1 0 0 569,789
KINDER MOR COM 49456B101   6,882,396 375,267 SH   DFND 1 0 0 375,267
KINGSOFT CLOUD H ADR 49639K101   648,554 213,340 SH   DFND 1 0 0 213,340
KINGSWAY FINANCI COM 496904202   2,085,000 250,000 SH   DFND 1 0 0 250,000
KKR COM 48251W104   4,929,225 49,008 SH   DFND 1 0 0 49,008
KNIFE RIVER CORP COM 498894104   9,729,600 120,000 SH   DFND 1 0 0 120,000
KNIGHT TRANSPORT COM 499049104   3,161,669 57,464 SH   DFND 1 0 0 57,464
KRAFT HEINZ COM 500754106   25,297,941 685,581 SH   DFND 1 0 0 685,581
KROGER CO/THE COM 501044101   17,899,973 313,320 SH   DFND 1 0 0 313,320
LABORATORY CORP COM 50540R409   10,779,908 49,345 SH   DFND 1 0 0 49,345
LAMB WESTON HOLD COM 513272104   5,324,263 49,979 SH   DFND 1 0 0 49,979
LANTHEUS HOLDING COM 516544103   26,346,192 423,300 SH   DFND 1 0 0 423,300
LATTICE SEMICOND COM 518415104   4,185,853 53,507 SH   DFND 1 0 0 53,507
LAUREATE EDUCATI COM 518613203   11,240,755 771,500 SH   DFND 1 0 0 771,500
LAWSON PRODUCTS COM 520776105   23,062,000 650,000 SH   DFND 1 0 0 650,000
LAZARD LTD COM 52110M109   6,732,696 160,800 SH   DFND 1 0 0 160,800
LEAR CORP COM 521865204   1,983,842 13,693 SH   DFND 1 0 0 13,693
LENNAR CORP COM 526057104   28,997,548 168,610 SH   DFND 1 0 0 168,610
LENNOX INTERNATI COM 526107107   15,415,980 31,541 SH   DFND 1 0 0 31,541
LI AUTO INC ADR 50202M102   2,003,143 66,154 SH   DFND 1 0 0 66,154
LIBERTY MEDIA CO COM 531229755   1,269,229 19,348 SH   DFND 1 0 0 19,348
LIBERTY SIRIUSXM COM 531229789   1,523,261 51,271 SH   DFND 1 0 0 51,271
LKQ CORP COM 501889208   20,555,268 384,858 SH   DFND 1 0 0 384,858
LOEWS CORP COM 540424108   23,646,241 302,034 SH   DFND 1 0 0 302,034
LOUISIANA-PACIFI COM 546347105   776,839 9,258 SH   DFND 1 0 0 9,258
LOWE'S COS INC COM 548661107   79,366,482 311,571 SH   DFND 1 0 0 311,571
LPL FINANCIAL HO COM 50212V100   3,648,338 13,809 SH   DFND 1 0 0 13,809
LTD BRANDS INC COM 070830104   795,518 15,904 SH   DFND 1 0 0 15,904
LUCID GROUP INC COM 549498103   82,271 28,867 SH   DFND 1 0 0 28,867
LULULEMON ATHLET COM 550021109   19,103,175 48,901 SH   DFND 1 0 0 48,901
LYONDELLBASELL I COM N53745100   16,442,635 160,761 SH   DFND 1 0 0 160,761
M&T BANK CORP COM 55261F104   1,376,154 9,462 SH   DFND 1 0 0 9,462
MANHATTAN ASSOCI COM 562750109   4,759,124 19,019 SH   DFND 1 0 0 19,019
MARKEL GROUP COM 570535104   2,461,754 1,618 SH   DFND 1 0 0 1,618
MARKETAXESS HOLD COM 57060D108   625,301 2,852 SH   DFND 1 0 0 2,852
MARRIOTT INTERNA COM 571903202   14,871,656 58,942 SH   DFND 1 0 0 58,942
MARSH & MCLENNAN COM 571748102   57,851,336 280,859 SH   DFND 1 0 0 280,859
MASCO CORP COM 574599106   8,525,902 108,087 SH   DFND 1 0 0 108,087
MASTEC INC COM 576323109   5,287,275 56,700 SH   DFND 1 0 0 56,700
MATCH GROUP INC COM 57667L107   17,940,460 494,500 SH   DFND 1 0 0 494,500
MAXCYTE INC COM 57777K106   6,704,000 1,600,000 SH   DFND 1 0 0 1,600,000
MCCORMICK & CO I COM 579780206   16,385,954 213,331 SH   DFND 1 0 0 213,331
MCGRATH RENTCORP COM 580589109   14,804,400 120,000 SH   DFND 1 0 0 120,000
MEDIFAST INC COM 58470H101   114,960 3,000 SH   DFND 1 0 0 3,000
MEDTRONIC PLC COM G5960L103   49,313,130 565,842 SH   DFND 1 0 0 565,842
MERCADOLIBRE INC COM 58733R102   30,036,596 19,866 SH   DFND 1 0 0 19,866
MERITAGE HOMES C COM 59001A102   25,495,039 145,304 SH   DFND 1 0 0 145,304
METTLER-TOLEDO I COM 592688105   26,866,764 20,181 SH   DFND 1 0 0 20,181
MICROCHIP TECHNO COM 595017104   1,079,032 12,028 SH   DFND 1 0 0 12,028
MICRON TECHNOLOG COM 595112103   54,432,172 461,720 SH   DFND 1 0 0 461,720
MID AMERICAN APA COM 59522J103   26,106,657 198,409 SH   DFND 1 0 0 198,409
MOBILE TELESYSTE ADR 607409109   25,212 458,400 SH   DFND 1 0 0 458,400
MODERNA INC COM 60770K107   3,314,655 31,106 SH   DFND 1 0 0 31,106
MOHAWK INDUSTRIE COM 608190104   2,340,444 17,881 SH   DFND 1 0 0 17,881
MOLINA HEALTHCAR COM 60855R100   69,319,756 168,731 SH   DFND 1 0 0 168,731
MOLSON COORS BRE COM 60871R209   6,997,229 104,048 SH   DFND 1 0 0 104,048
MOMO INC ADR 423403104   332,856 53,600 SH   DFND 1 0 0 53,600
MONDELEZ INTERNA COM 609207105   75,514,110 1,078,773 SH   DFND 1 0 0 1,078,773
MONGODB INC COM 60937P106   91,915,128 256,288 SH   DFND 1 0 0 256,288
MONOLITHIC POWER COM 609839105   3,387,100 5,000 SH   DFND 1 0 0 5,000
MONSTER BEVERAGE COM 61174X109   5,863,267 98,908 SH   DFND 1 0 0 98,908
MOODY'S CORP COM 615369105   26,985,046 68,659 SH   DFND 1 0 0 68,659
MORGAN STANLEY COM 617446448   87,558,160 929,887 SH   DFND 1 0 0 929,887
MOSAIC CO/THE COM 61945C103   37,935,742 1,168,692 SH   DFND 1 0 0 1,168,692
MSC INDUSTRIAL D COM 553530106   16,570,745 170,762 SH   DFND 1 0 0 170,762
MSCI INC COM 55354G100   75,956,668 135,528 SH   DFND 1 0 0 135,528
MYR GROUP INC COM 55405W104   51,451,925 291,100 SH   DFND 1 0 0 291,100
NASDAQ COM 631103108   2,594,988 41,125 SH   DFND 1 0 0 41,125
NATIONAL STOR COM 637870106   16,055,600 410,000 SH   DFND 1 0 0 410,000
NAYAX LTD COM M7S750159   2,620,000 100,000 SH   DFND 1 0 0 100,000
NETAPP INC COM 64110D104   7,141,425 68,033 SH   DFND 1 0 0 68,033
NEUROCRINE BIOSC COM 64125C109   1,932,535 14,012 SH   DFND 1 0 0 14,012
NEW ORIENTAL EDU COM 647581206   6,170,905 71,077 SH   DFND 1 0 0 71,077
NEWMONT CORP COM 651639106   29,787,913 831,136 SH   DFND 1 0 0 831,136
NEWS CORP COM 65249B109   4,299,855 164,242 SH   DFND 1 0 0 164,242
NEXTERA ENERGY P COM 65341B106   9,926,851 330,015 SH   DFND 1 0 0 330,015
NICE-SYSTEMS LTD ADR 653656108   12,170,954 46,700 SH   DFND 1 0 0 46,700
NIO INC ADR 62914V106   5,342,895 1,187,310 SH   DFND 1 0 0 1,187,310
NOMAD FOODS LTD COM G6564A105   10,425,480 533,000 SH   DFND 1 0 0 533,000
NORDSON CORP COM 655663102   48,044,500 175,000 SH   DFND 1 0 0 175,000
NORFOLK SOUTHERN COM 655844108   40,093,854 157,311 SH   DFND 1 0 0 157,311
NORTHERN TRUST C COM 665859104   1,406,803 15,821 SH   DFND 1 0 0 15,821
NORTONLIFEL COM 668771108   13,203,994 589,464 SH   DFND 1 0 0 589,464
NOVAVAX INC COM 670002401   26,328 5,508 SH   DFND 1 0 0 5,508
NUCOR CORP COM 670346105   37,394,987 188,959 SH   DFND 1 0 0 188,959
NUSCALE POWER CO COM 67079K100   18,585,000 3,500,000 SH   DFND 1 0 0 3,500,000
NV5 GLOBAL INC COM 62945V109   19,602,000 200,000 SH   DFND 1 0 0 200,000
NVR COM 62944T105   931,496 115 SH   DFND 1 0 0 115
NXP SEMICONDUCTO COM N6596X109   46,622,880 188,170 SH   DFND 1 0 0 188,170
OCCIDENTAL PETRO COM 674599105   12,546,903 193,059 SH   DFND 1 0 0 193,059
OKTA INC COM 679295105   8,422,119 80,502 SH   DFND 1 0 0 80,502
OLD DOMINION FRE COM 679580100   69,282,660 315,912 SH   DFND 1 0 0 315,912
OMNICOM GROUP IN COM 681919106   6,223,119 64,315 SH   DFND 1 0 0 64,315
ONEMAIN HOLDINGS COM 68268W103   817,440 16,000 SH   DFND 1 0 0 16,000
ONTO INNOVATIO COM 683344105   2,390,256 13,200 SH   DFND 1 0 0 13,200
O'REILLY AUTO COM 67103H107   73,660,549 65,251 SH   DFND 1 0 0 65,251
ORMAT TECHNOLOGI COM 686688102   7,906,660 119,454 SH   DFND 1 0 0 119,454
OTIS WORLDWIDE C COM 68902V107   21,932,415 220,937 SH   DFND 1 0 0 220,937
OWENS CORNING COM 690742101   60,423,967 362,254 SH   DFND 1 0 0 362,254
PACCAR INC COM 693718108   37,425,682 302,088 SH   DFND 1 0 0 302,088
PALANTIR TECHNOL COM 69608A108   302,697 13,155 SH   DFND 1 0 0 13,155
PARAMOUNT GROUP COM 69924R108   688,262 146,751 SH   DFND 1 0 0 146,751
PARKER HANNIFIN COM 701094104   20,139,607 36,236 SH   DFND 1 0 0 36,236
PAYCHEX INC COM 704326107   18,352,092 149,447 SH   DFND 1 0 0 149,447
PAYCOM SOFTWARE COM 70432V102   16,386,086 82,338 SH   DFND 1 0 0 82,338
PAYPAL HOLDINGS COM 70450Y103   42,297,352 631,398 SH   DFND 1 0 0 631,398
PENTAIR COM G7S00T104   97,082,994 1,136,271 SH   DFND 1 0 0 1,136,271
PERKINELMER INC COM 714046109   1,601,670 15,254 SH   DFND 1 0 0 15,254
PHINIA INC COM 71880K101   981,963 25,552 SH   DFND 1 0 0 25,552
PIEDMONT OFFICE COM 720190206   3,488,019 496,162 SH   DFND 1 0 0 496,162
PINDUODUO INC ADR 722304102   53,906,869 463,715 SH   DFND 1 0 0 463,715
PINNACLE FINANCI COM 72346Q104   21,470,000 250,000 SH   DFND 1 0 0 250,000
PINTEREST INC COM 72352L106   1,713,946 49,436 SH   DFND 1 0 0 49,436
PIONEER NATURAL COM 723787107   24,824,102 94,568 SH   DFND 1 0 0 94,568
PLUG POWER INC COM 72919P202   10,687,309 3,106,776 SH   DFND 1 0 0 3,106,776
PNC FINANCIAL SE COM 693475105   34,724,124 214,877 SH   DFND 1 0 0 214,877
POLO RALPH LAURE COM 751212101   61,022,000 325,000 SH   DFND 1 0 0 325,000
POOL CORP COM 73278L105   96,528,095 239,227 SH   DFND 1 0 0 239,227
PPG INDUSTRIES I COM 693506107   21,640,670 149,349 SH   DFND 1 0 0 149,349
PREMIER INC COM 74051N102   240,647 10,889 SH   DFND 1 0 0 10,889
PRINCIPAL FINANC COM 74251V102   13,995,856 162,158 SH   DFND 1 0 0 162,158
PROGRESS SOFTWAR COM 743312100   10,355,574 194,252 SH   DFND 1 0 0 194,252
PROGRESSIVE WAST COM 94106B101   4,993,794 29,032 SH   DFND 1 0 0 29,032
PRUDENTIAL FINAN COM 744320102   35,855,251 305,411 SH   DFND 1 0 0 305,411
PTC INC COM 69370C100   9,849,254 52,129 SH   DFND 1 0 0 52,129
PUBLIC SERVICE E COM 744573106   19,675,058 294,625 SH   DFND 1 0 0 294,625
PUBLIC STORAGE COM 74460D109   17,465,383 60,213 SH   DFND 1 0 0 60,213
PULTE HOMES INC COM 745867101   68,984,870 571,919 SH   DFND 1 0 0 571,919
QUEST DIAGNOSTIC COM 74834L100   8,691,151 65,293 SH   DFND 1 0 0 65,293
QUINTILES COM 46266C105   24,146,191 95,481 SH   DFND 1 0 0 95,481
RADIUS COM 806882106   1,436,840 68,000 SH   DFND 1 0 0 68,000
RAMBUS INC COM 750917106   61,377,330 993,000 SH   DFND 1 0 0 993,000
RAYMOND JAMES FI COM 754730109   629,772 4,904 SH   DFND 1 0 0 4,904
REALTY INCOME COM 756109104   3,016,939 55,766 SH   DFND 1 0 0 55,766
REGENCY CENTERS COM 758849103   10,796,455 178,277 SH   DFND 1 0 0 178,277
REGIONS FINANCIA COM 7591EP100   19,322,252 918,358 SH   DFND 1 0 0 918,358
RELIANCE INC COM 759509102   10,355,904 30,989 SH   DFND 1 0 0 30,989
RENEW ENERGY GLO COM G7500M104   4,814,400 802,400 SH   DFND 1 0 0 802,400
REPLIGEN CORP COM 759916109   5,517,600 30,000 SH   DFND 1 0 0 30,000
REPUBLIC SERVICE COM 760759100   8,792,456 45,928 SH   DFND 1 0 0 45,928
RESMED INC COM 761152107   13,510,004 68,222 SH   DFND 1 0 0 68,222
RIVIAN AUTOMOTIV COM 76954A103   6,886,948 628,945 SH   DFND 1 0 0 628,945
ROBERT HALF COM 770323103   32,031,022 404,024 SH   DFND 1 0 0 404,024
ROBLOX CORP COM 771049103   2,023,998 53,012 SH   DFND 1 0 0 53,012
ROKU INC COM 77543R102   1,179,577 18,100 SH   DFND 1 0 0 18,100
ROLLINS INC COM 775711104   406,019 8,775 SH   DFND 1 0 0 8,775
ROPER TECHNOLOGI COM 776696106   43,850,956 78,188 SH   DFND 1 0 0 78,188
ROSS STORES INC COM 778296103   16,130,392 109,910 SH   DFND 1 0 0 109,910
RXO INC COM 74982T103   76,982,400 3,520,000 SH   DFND 1 0 0 3,520,000
SBA COMMUNICATIO COM 78410G104   17,142,922 79,109 SH   DFND 1 0 0 79,109
SCHLUMBERGER LTD COM 806857108   28,266,723 515,722 SH   DFND 1 0 0 515,722
SEA LTD ADR 81141R100   4,404,220 82,000 SH   DFND 1 0 0 82,000
SEAGATE TECHNOLO COM G7997R103   3,455,970 37,141 SH   DFND 1 0 0 37,141
SEI INVESTMENTS COM 784117103   93,326 1,298 SH   DFND 1 0 0 1,298
SEMPRA ENERGY COM 816851109   27,338,067 380,594 SH   DFND 1 0 0 380,594
SENSATA TECHNOLO COM G8060N102   1,249,160 34,000 SH   DFND 1 0 0 34,000
SHERWIN-WILLIAMS COM 824348106   38,580,374 111,077 SH   DFND 1 0 0 111,077
SHOALS TECHNOLOG COM 82489W107   25,268,387 2,260,142 SH   DFND 1 0 0 2,260,142
SIMON PROPERTY G COM 828806109   20,707,070 132,322 SH   DFND 1 0 0 132,322
SIRIUS XM HOLDIN COM 82968B103   386,844 99,702 SH   DFND 1 0 0 99,702
SITEONE LANDSCAP COM 82982L103   16,756,800 96,000 SH   DFND 1 0 0 96,000
SITIME CORP COM 82982T106   2,144,290 23,000 SH   DFND 1 0 0 23,000
SL GREEN REALTY COM 78440X887   4,675,465 84,808 SH   DFND 1 0 0 84,808
SMARTSHEET INC COM 83200N103   38,388,350 997,100 SH   DFND 1 0 0 997,100
SNAP INC COM 83304A106   7,877,151 686,163 SH   DFND 1 0 0 686,163
SNAP-ON INC COM 833034101   14,967,995 50,530 SH   DFND 1 0 0 50,530
SPINT CORP COM 81730H109   41,958,000 1,800,000 SH   DFND 1 0 0 1,800,000
SPX CORP COM 78473E103   30,782,500 250,000 SH   DFND 1 0 0 250,000
SS&C TECHNOLOGIE COM 78467J100   94,938,669 1,474,890 SH   DFND 1 0 0 1,474,890
STANLEY WORKS/TH COM 854502101   8,771,786 89,572 SH   DFND 1 0 0 89,572
STARBUCKS CORP COM 855244109   52,111,583 570,211 SH   DFND 1 0 0 570,211
STATE STREET COR COM 857477103   10,455,906 135,229 SH   DFND 1 0 0 135,229
STEEL DYNAMICS I COM 858119100   32,178,065 217,082 SH   DFND 1 0 0 217,082
STEM INC COM 85859N102   346,239 158,100 SH   DFND 1 0 0 158,100
STEPAN CO COM 858586100   648,378 7,201 SH   DFND 1 0 0 7,201
STERLING CHECK C COM 85917T109   9,648,000 600,000 SH   DFND 1 0 0 600,000
STRIDE INC COM 86333M108   60,384,624 957,726 SH   DFND 1 0 0 957,726
STRYKER CORP COM 863667101   16,239,425 45,378 SH   DFND 1 0 0 45,378
SUN COMMUNITIES COM 866674104   13,659,825 106,236 SH   DFND 1 0 0 106,236
SUNNOVA ENERGY I COM 86745K104   2,086,168 340,321 SH   DFND 1 0 0 340,321
SUNPOWER CORP COM 867652406   368,457 122,819 SH   DFND 1 0 0 122,819
SUNRUN INC COM 86771W105   3,055,045 231,794 SH   DFND 1 0 0 231,794
SUPER MICRO COMP COM 86800U104   6,313,697 6,251 SH   DFND 1 0 0 6,251
SYNCHRONY FINANC COM 87165B103   3,465,253 80,363 SH   DFND 1 0 0 80,363
T ROWE PRICE GRO COM 74144T108   1,495,471 12,266 SH   DFND 1 0 0 12,266
TAKE-TWO INTERAC COM 874054109   14,653,439 98,683 SH   DFND 1 0 0 98,683
TE CONNECTIVITY COM H84989104   10,182,486 70,108 SH   DFND 1 0 0 70,108
TELEDYNE TECHNOL COM 879360105   6,953,267 16,196 SH   DFND 1 0 0 16,196
TELEFLEX INC COM 879369106   679,188 3,003 SH   DFND 1 0 0 3,003
TENCENT MUSIC EN ADR 88034P109   1,979,724 176,919 SH   DFND 1 0 0 176,919
TERADYNE INC COM 880770102   24,226,180 214,714 SH   DFND 1 0 0 214,714
TEVA COM 881624209   1,623,920 115,090 SH   DFND 1 0 0 115,090
TEXAS INSTRUMENT COM 882508104   30,147,214 173,051 SH   DFND 1 0 0 173,051
THERMON GROUP HO COM 88362T103   20,253,680 619,000 SH   DFND 1 0 0 619,000
TJX COS INC COM 872540109   72,444,104 714,298 SH   DFND 1 0 0 714,298
T-MOBILE US INC COM 872590104   38,784,337 237,620 SH   DFND 1 0 0 237,620
TOPBUILD COM 89055F103   12,274,771 27,851 SH   DFND 1 0 0 27,851
TPI COMPOSITES I COM 87266J104   247,501 85,052 SH   DFND 1 0 0 85,052
TRACTOR SUPPLY COM 892356106   34,262,289 130,912 SH   DFND 1 0 0 130,912
TRADE DESK INC/T COM 88339J105   15,998,822 183,011 SH   DFND 1 0 0 183,011
TRANSUNION COM 89400J107   15,158,409 189,955 SH   DFND 1 0 0 189,955
TRAVEL PLUS LEISURE COM 894164102   33,597,724 686,228 SH   DFND 1 0 0 686,228
TRAVELERS COS IN COM 89417E109   26,617,993 115,660 SH   DFND 1 0 0 115,660
TRIMBLE NAV COM 896239100   17,936,746 278,694 SH   DFND 1 0 0 278,694
TRIP.COM GR ADR 89677Q107   8,890,885 202,572 SH   DFND 1 0 0 202,572
TRUIST FINANCIAL COM 89832Q109   29,956,910 768,520 SH   DFND 1 0 0 768,520
TSMC ADR 874039100   195,289,162 1,435,422 SH   DFND 1 0 0 1,435,422
TWILIO INC COM 90138F102   9,497,145 155,309 SH   DFND 1 0 0 155,309
TYSON FOODS INC COM 902494103   8,254,736 140,554 SH   DFND 1 0 0 140,554
UBER TECHNOLOGIE COM 90353T100   63,722,698 827,675 SH   DFND 1 0 0 827,675
UDR INC COM 902653104   1,607,134 42,960 SH   DFND 1 0 0 42,960
UFP TECHNOLOGIES COM 902673102   25,220,000 100,000 SH   DFND 1 0 0 100,000
ULTA BEAUTY INC COM 90384S303   60,668,199 116,027 SH   DFND 1 0 0 116,027
UNION PACIFIC CO COM 907818108   36,937,702 150,196 SH   DFND 1 0 0 150,196
UNITED PARCEL SE COM 911312106   42,075,369 283,088 SH   DFND 1 0 0 283,088
UNITED RENTALS COM 911363109   41,731,357 57,871 SH   DFND 1 0 0 57,871
UNITED THERAPEUT COM 91307C102   97,316,284 423,630 SH   DFND 1 0 0 423,630
UNIVERSAL DISPLA COM 91347P105   1,995,458 11,846 SH   DFND 1 0 0 11,846
US BANCORP COM 902973304   23,019,830 514,985 SH   DFND 1 0 0 514,985
VAIL RESORTS INC COM 91879Q109   9,485,650 42,569 SH   DFND 1 0 0 42,569
VARONIS SYSTEMS COM 922280102   3,344,353 70,900 SH   DFND 1 0 0 70,900
VENTAS INC COM 92276F100   19,551,202 449,040 SH   DFND 1 0 0 449,040
VERISIGN INC COM 92343E102   9,004,567 47,515 SH   DFND 1 0 0 47,515
VERISK ANALYTICS COM 92345Y106   28,739,023 121,915 SH   DFND 1 0 0 121,915
VERRA MOBILITY C COM 92511U102   26,218,500 1,050,000 SH   DFND 1 0 0 1,050,000
VERTIV HOLDINGS COM 92537N108   15,852,065 194,099 SH   DFND 1 0 0 194,099
VICI PROPERTIES COM 925652109   5,679,731 190,659 SH   DFND 1 0 0 190,659
VICTORY CAPITAL COM 92645B103   29,701,000 700,000 SH   DFND 1 0 0 700,000
VIPSHOP HOLDINGS COM 92763W103   19,185,207 1,159,227 SH   DFND 1 0 0 1,159,227
VULCAN MATERIALS COM 929160109   518,548 1,900 SH   DFND 1 0 0 1,900
WABTEC CORP COM 929740108   7,368,494 50,580 SH   DFND 1 0 0 50,580
WALGREEN BOOTS COM 931427108   16,365,105 754,500 SH   DFND 1 0 0 754,500
WATERS CORP COM 941848103   10,106,249 29,359 SH   DFND 1 0 0 29,359
WELL MERGER HOLD COM 95040Q104   66,904,722 716,018 SH   DFND 1 0 0 716,018
WELLS FARGO & CO COM 949746101   43,924,116 757,835 SH   DFND 1 0 0 757,835
WESCO INTL COM 95082P105   2,432,176 14,200 SH   DFND 1 0 0 14,200
WEST PHARMACEUTI COM 955306105   1,937,001 4,895 SH   DFND 1 0 0 4,895
WESTERN DIGITAL COM 958102105   8,491,786 124,440 SH   DFND 1 0 0 124,440
WESTERN UNION CO COM 959802109   457,593 32,732 SH   DFND 1 0 0 32,732
WESTROCK COM 96145D105   9,731,809 196,801 SH   DFND 1 0 0 196,801
WILLDAN GROUP IN COM 96924N100   12,628,044 435,600 SH   DFND 1 0 0 435,600
WILLIS GROUP HOL COM G96629103   4,511,925 16,407 SH   DFND 1 0 0 16,407
WILLSCOT MOBILE COM 971378104   39,385,500 847,000 SH   DFND 1 0 0 847,000
WIX.COM LTD COM M98068105   2,318,601 16,865 SH   DFND 1 0 0 16,865
WORKDAY COM 98138H101   21,906,191 80,316 SH   DFND 1 0 0 80,316
WORKHORSE GROUP COM 98138J206   303,193 1,292,380 SH   DFND 1 0 0 1,292,380
WORKIVA INC COM 98139A105   16,179,840 190,800 SH   DFND 1 0 0 190,800
WP CAREY COM 92936U109   1,803,766 31,959 SH   DFND 1 0 0 31,959
WR BERKLEY CORP COM 084423102   870,603 9,844 SH   DFND 1 0 0 9,844
YANDEX NV COM N97284108   10,442 55,130 SH   DFND 1 0 0 55,130
YUM CHINA HOLDIN COM 98850P109   8,860,119 222,672 SH   DFND 1 0 0 222,672
YUM! BRANDS INC COM 988498101   19,041,221 137,333 SH   DFND 1 0 0 137,333
ZAI LAB LTD ADR 98887Q104   243,504 15,200 SH   DFND 1 0 0 15,200
ZEBRA TECHNOLOGI COM 989207105   12,658,671 41,994 SH   DFND 1 0 0 41,994
ZILLOW GROUP COM 98954M200   9,102,592 186,605 SH   DFND 1 0 0 186,605
ZIMMER BIOMET COM 98956P102   2,740,433 20,764 SH   DFND 1 0 0 20,764
ZOOM VIDEO COMMU COM 98980L101   2,100,076 32,126 SH   DFND 1 0 0 32,126
ZOOMINFO TECHNOL COM 98980F104   14,026,250 875,000 SH   DFND 1 0 0 875,000
ZSCALER INC COM 98980G102   1,725,965 8,960 SH   DFND 1 0 0 8,960
ZTO EXPRESS CAYM ADR 98980A105   2,594,047 123,880 SH   DFND 1 0 0 123,880