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
ABBOTT LABS COM 002824100 143,469 1,237,546 SH   DFND   1,237,546 0 0
ABBVIE INC COM 00287Y109 92,417 820,460 SH   DFND   820,460 0 0
ADVANCED ENERGY INDS COM 007973100 6,965 61,794 SH   DFND   61,794 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,428 151,638 SH   DFND   151,638 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 10 416 SH   DFND   416 0 0
ALLSTATE CORP COM 020002101 119,440 915,672 SH   DFND   915,672 0 0
ALPHABET INC CAP STK CL C 02079K107 198,709 79,283 SH   DFND   79,283 0 0
ALTAIR ENGR INC COM CL A 021369103 6,792 98,477 SH   DFND   98,477 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 71,690 1,506,088 SH   DFND   1,506,088 0 0
AMERICAN TOWER CORP NEW COM 03027X100 58 215 SH   DFND   215 0 0
AMGEN INC COM 031162100 32,906 135,000 SH   DFND   135,000 0 0
AMN HEALTHCARE SVCS INC COM 001744101 8,425 86,871 SH   DFND   86,871 0 0
ANSYS INC COM 03662Q105 51 147 SH   DFND   147 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,148 111,443 SH   DFND   111,443 0 0
ARKO CORP COM 041242108 1,731 188,372 SH   DFND   188,372 0 0
ATKORE INC COM 047649108 6,852 96,500 SH   DFND   96,500 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 5,005 138,192 SH   DFND   138,192 0 0
AVERY DENNISON CORP COM 053611109 161,014 765,858 SH   DFND   765,858 0 0
AVIENT CORPORATION COM 05368V106 11,308 230,027 SH   DFND   230,027 0 0
BARNES GROUP INC COM 067806109 3,413 66,600 SH   DFND   66,600 0 0
BK OF AMERICA CORP COM 060505104 102,606 2,488,635 SH   DFND   2,488,635 0 0
BLACKBAUD INC COM 09227Q100 8 105 SH   DFND   105 0 0
BOSTON SCIENTIFIC CORP COM 101137107 54,824 1,282,126 SH   DFND   1,282,126 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 65,309 977,389 SH   DFND   977,389 0 0
CABLE ONE INC COM 12685J105 38 20 SH   DFND   20 0 0
CACI INTL INC CL A 127190304 2,238 8,771 SH   DFND   8,771 0 0
CADENCE BANCORPORATION CL A 12739A100 3,320 159,000 SH   DFND   159,000 0 0
CALLAWAY GOLF CO COM 131193104 5,645 167,351 SH   DFND   167,351 0 0
CARTERS INC COM 146229109 3,204 31,051 SH   DFND   31,051 0 0
CASELLA WASTE SYS INC CL A 147448104 14 215 SH   DFND   215 0 0
CENTENE CORP DEL COM 15135B101 84,014 1,151,985 SH   DFND   1,151,985 0 0
CHEVRON CORP NEW COM 166764100 50,013 477,500 SH   DFND   477,500 0 0
CHOICE HOTELS INTL INC COM 169905106 27 228 SH   DFND   228 0 0
CHUBB LIMITED COM H1467J104 78,116 491,480 SH   DFND   491,480 0 0
CIGNA CORP NEW COM 125523100 75,853 319,962 SH   DFND   319,962 0 0
CITIGROUP INC COM NEW 172967424 61,580 870,385 SH   DFND   870,385 0 0
CME GROUP INC COM 12572Q105 38 177 SH   DFND   177 0 0
COGNYTE SOFTWARE LTD ORD SHS M25133105 1,892 77,226 SH   DFND   77,226 0 0
COLFAX CORP COM 194014106 7,794 170,128 SH   DFND   170,128 0 0
COMCAST CORP NEW CL A 20030N101 34,024 596,700 SH   DFND   596,700 0 0
COMFORT SYS USA INC COM 199908104 5,357 67,988 SH   DFND   67,988 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 3,337 70,317 SH   DFND   70,317 0 0
CORE-MARK HLDG CO INC COM 218681104 4,432 98,473 SH   DFND   98,473 0 0
CORNING INC COM 219350105 43 1,061 SH   DFND   1,061 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 2,994 20,168 SH   DFND   20,168 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 59 303 SH   DFND   303 0 0
CSG SYS INTL INC COM 126349109 1,423 30,170 SH   DFND   30,170 0 0
CSX CORP COM 126408103 77,847 2,426,662 SH   DFND   2,426,662 0 0
DEERE & CO COM 244199105 44,493 126,147 SH   DFND   126,147 0 0
DESCARTES SYS GROUP INC COM 249906108 6,859 99,170 SH   DFND   99,170 0 0
DIGITAL RLTY TR INC COM 253868103 31,424 208,856 SH   DFND   208,856 0 0
DIODES INC COM 254543101 5,274 66,117 SH   DFND   66,117 0 0
DOLLAR GEN CORP NEW COM 256677105 34 155 SH   DFND   155 0 0
DOW INC COM 260557103 39,642 626,449 SH   DFND   626,449 0 0
DUPONT DE NEMOURS INC COM 26614N102 75,844 979,769 SH   DFND   979,769 0 0
DYCOM INDS INC COM 267475101 1,394 18,700 SH   DFND   18,700 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 4,119 195,411 SH   DFND   195,411 0 0
EASTERN BANKSHARES INC COM 27627N105 4,674 227,200 SH   DFND   227,200 0 0
EATON CORP PLC SHS G29183103 51,953 350,604 SH   DFND   350,604 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 3,523 55,925 SH   DFND   55,925 0 0
ENCORE CAP GROUP INC COM 292554102 6,643 140,183 SH   DFND   140,183 0 0
ENERSYS COM 29275Y102 5,185 53,056 SH   DFND   53,056 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 4,235 98,000 SH   DFND   98,000 0 0
FACEBOOK INC CL A 30303M102 56,572 162,700 SH   DFND   162,700 0 0
FASTENAL CO COM 311900104 42 816 SH   DFND   816 0 0
FB FINL CORP COM 30257X104 5,565 149,120 SH   DFND   149,120 0 0
FEDERAL SIGNAL CORP COM 313855108 5,053 125,594 SH   DFND   125,594 0 0
FISERV INC COM 337738108 41,003 383,600 SH   DFND   383,600 0 0
FIVE9 INC COM 338307101 4,454 24,288 SH   DFND   24,288 0 0
FREEPORT-MCMORAN INC CL B 35671D857 57,565 1,551,200 SH   DFND   1,551,200 0 0
GLACIER BANCORP INC NEW COM 37637Q105 8,162 148,183 SH   DFND   148,183 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 113,949 300,236 SH   DFND   300,236 0 0
HENRY JACK & ASSOC INC COM 426281101 50 308 SH   DFND   308 0 0
HERSHEY CO COM 427866108 38 218 SH   DFND   218 0 0
HOME DEPOT INC COM 437076102 46,198 144,872 SH   DFND   144,872 0 0
HONEYWELL INTL INC COM 438516106 173,814 792,405 SH   DFND   792,405 0 0
INGEVITY CORP COM 45688C107 3,453 42,441 SH   DFND   42,441 0 0
INOVALON HLDGS INC COM CL A 45781D101 12,149 356,472 SH   DFND   356,472 0 0
INTEGER HLDGS CORP COM 45826H109 3,286 34,888 SH   DFND   34,888 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 31 260 SH   DFND   260 0 0
IQVIA HLDGS INC COM 46266C105 22 92 SH   DFND   92 0 0
ITRON INC COM 465741106 4,607 46,077 SH   DFND   46,077 0 0
J2 GLOBAL INC COM 48123V102 8,408 61,126 SH   DFND   61,126 0 0
JPMORGAN CHASE & CO COM 46625H100 186,109 1,196,536 SH   DFND   1,196,536 0 0
KINSALE CAP GROUP INC COM 49714P108 4,568 27,726 SH   DFND   27,726 0 0
LAS VEGAS SANDS CORP COM 517834107 27,878 529,101 SH   DFND   529,101 0 0
LEIDOS HOLDINGS INC COM 525327102 63,885 631,896 SH   DFND   631,896 0 0
LHC GROUP INC COM 50187A107 7,730 38,601 SH   DFND   38,601 0 0
LOWES COS INC COM 548661107 29 152 SH   DFND   152 0 0
M D C HLDGS INC COM 552676108 3,744 73,988 SH   DFND   73,988 0 0
MANTECH INTERNATIONAL CORP CL A 564563104 8,911 102,965 SH   DFND   102,965 0 0
MCDONALDS CORP COM 580135101 51,690 223,777 SH   DFND   223,777 0 0
MEDPACE HLDGS INC COM 58506Q109 10,766 60,950 SH   DFND   60,950 0 0
MEDTRONIC PLC SHS G5960L103 79,523 640,640 SH   DFND   640,640 0 0
MERCK & CO INC COM 58933Y105 53,078 682,504 SH   DFND   682,504 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 54,379 39,253 SH   DFND   39,253 0 0
MICROSOFT CORP COM 594918104 206,612 762,687 SH   DFND   762,687 0 0
MODEL N INC COM 607525102 2,656 77,500 SH   DFND   77,500 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 7,389 114,053 SH   DFND   114,053 0 0
NORTHROP GRUMMAN CORP COM 666807102 56,140 154,472 SH   DFND   154,472 0 0
NUVASIVE INC COM 670704105 3,850 56,800 SH   DFND   56,800 0 0
NVIDIA CORPORATION COM 67066G104 74,062 92,566 SH   DFND   92,566 0 0
NXP SEMICONDUCTORS N V COM N6596X109 110,781 538,503 SH   DFND   538,503 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 13 157 SH   DFND   157 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 33 58 SH   DFND   58 0 0
PARKER-HANNIFIN CORP COM 701094104 135,061 439,780 SH   DFND   439,780 0 0
PAYCOM SOFTWARE INC COM 70432V102 53 146 SH   DFND   146 0 0
PETIQ INC COM CL A 71639T106 4,961 128,534 SH   DFND   128,534 0 0
PFIZER INC COM 717081103 86,049 2,197,360 SH   DFND   2,197,360 0 0
PRIMORIS SVCS CORP COM 74164F103 5,712 194,098 SH   DFND   194,098 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 29,523 720,240 SH   DFND   720,240 0 0
SHENANDOAH TELECOMMUNICATION COM 82312B106 3,711 76,494 SH   DFND   76,494 0 0
SHERWIN WILLIAMS CO COM 824348106 34 123 SH   DFND   123 0 0
SOUTH ST CORP COM 840441109 2,927 35,805 SH   DFND   35,805 0 0
SOUTHWEST AIRLS CO COM 844741108 51,474 969,552 SH   DFND   969,552 0 0
SQUARE INC CL A 852234103 57 235 SH   DFND   235 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 8,820 57,836 SH   DFND   57,836 0 0
STANLEY BLACK & DECKER INC COM 854502101 75,270 367,188 SH   DFND   367,188 0 0
STRYKER CORPORATION COM 863667101 34 130 SH   DFND   130 0 0
SUMMIT MATLS INC CL A 86614U100 10,761 308,768 SH   DFND   308,768 0 0
TJX COS INC NEW COM 872540109 38,207 566,700 SH   DFND   566,700 0 0
TRACTOR SUPPLY CO COM 892356106 22 118 SH   DFND   118 0 0
TREEHOUSE FOODS INC COM 89469A104 2,770 62,227 SH   DFND   62,227 0 0
TRIMBLE INC COM 896239100 30 364 SH   DFND   364 0 0
TRIUMPH GROUP INC NEW COM 896818101 5,256 253,300 SH   DFND   253,300 0 0
TRUIST FINL CORP COM 89832Q109 56,068 1,010,236 SH   DFND   1,010,236 0 0
TWIST BIOSCIENCE CORP COM 90184D100 6,100 45,777 SH   DFND   45,777 0 0
TYLER TECHNOLOGIES INC COM 902252105 49 108 SH   DFND   108 0 0
UBIQUITI INC COM 90353W103 22 71 SH   DFND   71 0 0
ULTA BEAUTY INC COM 90384S303 55,763 161,272 SH   DFND   161,272 0 0
VERINT SYS INC COM 92343X100 4,112 91,226 SH   DFND   91,226 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 30,644 546,925 SH   DFND   546,925 0 0
VICI PPTYS INC COM 925652109 63,801 2,056,769 SH   DFND   2,056,769 0 0
VIRTU FINL INC CL A 928254101 2,803 101,443 SH   DFND   101,443 0 0
VISA INC COM CL A 92826C839 120,201 514,074 SH   DFND   514,074 0 0
VMWARE INC CL A COM 928563402 69,625 435,240 SH   DFND   435,240 0 0
VULCAN MATLS CO COM 929160109 11 62 SH   DFND   62 0 0
WERNER ENTERPRISES INC COM 950755108 6,283 141,133 SH   DFND   141,133 0 0
XYLEM INC COM 98419M100 8 65 SH   DFND   65 0 0
ZOETIS INC CL A 98978V103 62 332 SH   DFND   332 0 0