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   28,703,309 209,973 SH   DFND   209,973 0 0
ABBOTT LABS COM 002824100   51,622,588 452,790 SH   DFND   452,790 0 0
ABBVIE INC COM 00287Y109   66,111,959 334,778 SH   DFND   334,778 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   72,026,145 203,763 SH   DFND   203,763 0 0
ADOBE INC COM 00724F101   91,709,711 177,121 SH   DFND   177,121 0 0
ADVANCED MICRO DEVICES INC COM 007903107   103,278,023 629,437 SH   DFND   629,437 0 0
AECOM COM 00766T100   2,788,290 27,000 SH   DFND   27,000 0 0
AFLAC INC COM 001055102   2,840,055 25,403 SH   DFND   25,403 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   5,793,690 39,020 SH   DFND   39,020 0 0
AIR PRODS & CHEMS INC COM 009158106   304,716,941 1,023,433 SH   DFND   1,023,433 0 0
AIRBNB INC COM CL A 009066101   11,357,611 89,564 SH   DFND   89,564 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,712,617 16,965 SH   DFND   16,965 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   8,018,472 433,900 SH   DFND   433,900 0 0
ALCOA CORP COM 013872106   10,200,552 264,400 SH   DFND   264,400 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   2,472,494 20,821 SH   DFND   20,821 0 0
ALIGN TECHNOLOGY INC COM 016255101   7,220,399 28,391 SH   DFND   28,391 0 0
ALLEGION PLC ORD SHS G0176J109   11,156,834 76,553 SH   DFND   76,553 0 0
ALPHABET INC CAP STK CL A 02079K305   433,046,291 2,611,072 SH   DFND   2,611,072 0 0
ALPHABET INC CAP STK CL C 02079K107   234,120,170 1,400,324 SH   DFND   1,400,324 0 0
ALTRIA GROUP INC COM 02209S103   6,547,973 128,291 SH   DFND   128,291 0 0
AMAZON COM INC COM 023135106   652,249,469 3,500,507 SH   DFND   3,500,507 0 0
AMCOR PLC ORD G0250X107   2,408,905 212,613 SH   DFND   212,613 0 0
AMEDISYS INC COM 023436108   5,983,620 62,000 SH   DFND   62,000 0 0
AMENTUM HOLDINGS INC COM 023939101   495,012 16,746 SH   DFND   16,746 0 0
AMERICAN ELEC PWR CO INC COM 025537101   30,217,239 294,515 SH   DFND   294,515 0 0
AMERICAN EXPRESS CO COM 025816109   4,734,610 17,458 SH   DFND   17,458 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   2,376,753 32,456 SH   DFND   32,456 0 0
AMERICAN TOWER CORP NEW COM 03027X100   9,946,126 42,768 SH   DFND   42,768 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   842,489 5,761 SH   DFND   5,761 0 0
AMERIPRISE FINL INC COM 03076C106   2,325,090 4,949 SH   DFND   4,949 0 0
AMETEK INC COM 031100100   3,821,921 22,258 SH   DFND   22,258 0 0
AMGEN INC COM 031162100   94,865,390 294,421 SH   DFND   294,421 0 0
AMPHENOL CORP NEW CL A 032095101   59,214,932 908,762 SH   DFND   908,762 0 0
ANALOG DEVICES INC COM 032654105   32,459,954 141,026 SH   DFND   141,026 0 0
ANSYS INC COM 03662Q105   30,520,930 95,788 SH   DFND   95,788 0 0
ANTERO MIDSTREAM CORP COM 03676B102   1,107,680 73,600 SH   DFND   73,600 0 0
APA CORPORATION COM 03743Q108   1,501,404 61,382 SH   DFND   61,382 0 0
API GROUP CORP COM STK 00187Y100   3,212,846 97,300 SH   DFND   97,300 0 0
APPLE INC COM 037833100   1,425,984,465 6,120,105 SH   DFND   6,120,105 0 0
APPLIED MATLS INC COM 038222105   59,460,284 294,285 SH   DFND   294,285 0 0
APTARGROUP INC COM 038336103   608,722 3,800 SH   DFND   3,800 0 0
ARAMARK COM 03852U106   3,446,970 89,000 SH   DFND   89,000 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,111,959 18,877 SH   DFND   18,877 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   1,040,520 276,000 SH   DFND   276,000 0 0
ARISTA NETWORKS INC COM 040413106   23,778,417 61,952 SH   DFND   61,952 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   279,442 1,954 SH   DFND   1,954 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   316,635 380 SH   DFND   380 0 0
AT&T INC COM 00206R102   34,364,176 1,562,008 SH   DFND   1,562,008 0 0
ATI INC COM 01741R102   3,211,680 48,000 SH   DFND   48,000 0 0
ATLASSIAN CORPORATION CL A 049468101   4,013,446 25,272 SH   DFND   25,272 0 0
AUTODESK INC COM 052769106   33,294,237 120,859 SH   DFND   120,859 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   51,059,176 184,509 SH   DFND   184,509 0 0
AUTOZONE INC COM 053332102   267,753 85 SH   DFND   85 0 0
AVALONBAY CMNTYS INC COM 053484101   4,278,624 18,995 SH   DFND   18,995 0 0
AVERY DENNISON CORP COM 053611109   6,593,880 29,869 SH   DFND   29,869 0 0
AVIS BUDGET GROUP COM 053774105   6,937,128 79,200 SH   DFND   79,200 0 0
AXON ENTERPRISE INC COM 05464C101   999,799 2,502 SH   DFND   2,502 0 0
BAKER HUGHES COMPANY CL A 05722G100   5,108,537 141,315 SH   DFND   141,315 0 0
BALL CORP COM 058498106   2,757,078 40,599 SH   DFND   40,599 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   5,257,400 485,000 SH   DFND   485,000 0 0
BANCO SANTANDER S.A. ADR 05964H105   762,195 149,450 SH   DFND   149,450 0 0
BANK AMERICA CORP COM 060505104   273,329,014 6,888,332 SH   DFND   6,888,332 0 0
BANK NEW YORK MELLON CORP COM 064058100   879,854 12,244 SH   DFND   12,244 0 0
BARRICK GOLD CORP COM 067901108   5,117,498 257,290 SH   DFND   257,290 0 0
BAUSCH HEALTH COS INC COM 071734107   61,200,000 7,500,000 SH   DFND   7,500,000 0 0
BECTON DICKINSON & CO COM 075887109   16,239,773 67,357 SH   DFND   67,357 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,114,409 11,112 SH   DFND   11,112 0 0
BEST BUY INC COM 086516101   2,762,965 26,747 SH   DFND   26,747 0 0
BILL HOLDINGS INC COM 090043100   4,896,128 92,800 SH   DFND   92,800 0 0
BIOGEN INC COM 09062X103   3,808,956 19,650 SH   DFND   19,650 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   9,858,790 652,900 SH   DFND   652,900 0 0
BLACKROCK INC COM 09247X101   6,663,661 7,018 SH   DFND   7,018 0 0
BLACKSTONE INC COM 09260D107   5,557,700 36,294 SH   DFND   36,294 0 0
BOEING CO COM 097023105   11,678,649 76,813 SH   DFND   76,813 0 0
BOOKING HOLDINGS INC COM 09857L108   71,117,434 16,884 SH   DFND   16,884 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   895,180 5,500 SH   DFND   5,500 0 0
BORGWARNER INC COM 099724106   1,105,466 30,462 SH   DFND   30,462 0 0
BOSTON SCIENTIFIC CORP COM 101137107   16,504,410 196,950 SH   DFND   196,950 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   53,532,946 1,034,653 SH   DFND   1,034,653 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   3,387,776 121,600 SH   DFND   121,600 0 0
BROADCOM INC COM 11135F101   494,312,205 2,865,578 SH   DFND   2,865,578 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   11,411,427 53,069 SH   DFND   53,069 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   7,689,598 219,452 SH   DFND   219,452 0 0
BROWN & BROWN INC COM 115236101   1,236,259 11,933 SH   DFND   11,933 0 0
BROWN FORMAN CORP CL B 115637209   748,726 15,218 SH   DFND   15,218 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   6,023,578 31,075 SH   DFND   31,075 0 0
BUNGE GLOBAL SA COM SHS H11356104   1,830,748 18,944 SH   DFND   18,944 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   6,160,853 55,820 SH   DFND   55,820 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   23,779,359 87,737 SH   DFND   87,737 0 0
CALUMET INC COM 131428104   3,047,220 171,000 SH   DFND   171,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   20,091,096 473,400 SH   DFND   473,400 0 0
CARDINAL HEALTH INC COM 14149Y108   9,262,902 83,812 SH   DFND   83,812 0 0
CARLISLE COS INC COM 142339100   7,555,800 16,800 SH   DFND   16,800 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   2,501,046 135,338 SH   DFND   135,338 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   1,189,884 14,783 SH   DFND   14,783 0 0
CATALENT INC COM 148806102   68,474,627 1,130,504 SH   DFND   1,130,504 0 0
CATERPILLAR INC COM 149123101   37,597,583 96,128 SH   DFND   96,128 0 0
CAVA GROUP INC COM 148929102   17,747,705 143,300 SH   DFND   143,300 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,080,484 5,274 SH   DFND   5,274 0 0
CBRE GROUP INC CL A 12504L109   7,628,632 61,284 SH   DFND   61,284 0 0
CDW CORP COM 12514G108   6,153,097 27,190 SH   DFND   27,190 0 0
CENTENE CORP DEL COM 15135B101   2,811,859 37,352 SH   DFND   37,352 0 0
CENTERPOINT ENERGY INC COM 15189T107   2,564,306 87,162 SH   DFND   87,162 0 0
CF INDS HLDGS INC COM 125269100   8,204,882 95,628 SH   DFND   95,628 0 0
CHARLES RIV LABS INTL INC COM 159864107   1,360,078 6,905 SH   DFND   6,905 0 0
CHEMED CORP NEW COM 16359R103   2,343,783 3,900 SH   DFND   3,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208   17,840,128 99,200 SH   DFND   99,200 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   3,183,840 66,000 SH   DFND   66,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   16,136,134 196,184 SH   DFND   196,184 0 0
CHEVRON CORP NEW COM 166764100   732,226 4,972 SH   DFND   4,972 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   9,953,855 172,750 SH   DFND   172,750 0 0
CHUBB LIMITED COM H1467J104   5,460,376 18,934 SH   DFND   18,934 0 0
CHURCH & DWIGHT CO INC COM 171340102   3,438,691 32,837 SH   DFND   32,837 0 0
CINCINNATI FINL CORP COM 172062101   1,071,945 7,875 SH   DFND   7,875 0 0
CINTAS CORP COM 172908105   34,991,571 169,961 SH   DFND   169,961 0 0
CISCO SYS INC COM 17275R102   93,137,767 1,750,052 SH   DFND   1,750,052 0 0
CITIGROUP INC COM NEW 172967424   6,394,966 102,156 SH   DFND   102,156 0 0
CITIZENS FINL GROUP INC COM 174610105   952,167 23,184 SH   DFND   23,184 0 0
CLEARWAY ENERGY INC CL C 18539C204   228,566 7,450 SH   DFND   7,450 0 0
CLOROX CO DEL COM 189054109   7,285,335 44,720 SH   DFND   44,720 0 0
CME GROUP INC COM 12572Q105   8,597,627 38,965 SH   DFND   38,965 0 0
CMS ENERGY CORP COM 125896100   2,821,810 39,952 SH   DFND   39,952 0 0
CNH INDL N V SHS N20944109   6,909,750 622,500 SH   DFND   622,500 0 0
COCA COLA CO COM 191216100   53,049,423 738,233 SH   DFND   738,233 0 0
COCA COLA CONS INC COM 191098102   3,817,560 2,900 SH   DFND   2,900 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   2,727,428 34,634 SH   DFND   34,634 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   191,280,134 2,478,364 SH   DFND   2,478,364 0 0
COLGATE PALMOLIVE CO COM 194162103   11,349,236 109,327 SH   DFND   109,327 0 0
COMCAST CORP NEW CL A 20030N101   72,732,931 1,741,272 SH   DFND   1,741,272 0 0
CONAGRA BRANDS INC COM 205887102   2,078,971 63,929 SH   DFND   63,929 0 0
CONOCOPHILLIPS COM 20825C104   3,832,297 36,401 SH   DFND   36,401 0 0
CONSTELLATION BRANDS INC CL A 21036P108   23,438,194 90,955 SH   DFND   90,955 0 0
CONSTELLATION ENERGY CORP COM 21037T109   13,214,736 50,822 SH   DFND   50,822 0 0
COPART INC COM 217204106   19,246,310 367,296 SH   DFND   367,296 0 0
CORNING INC COM 219350105   11,382,225 252,098 SH   DFND   252,098 0 0
CORTEVA INC COM 22052L104   10,322,466 175,582 SH   DFND   175,582 0 0
COSTCO WHSL CORP NEW COM 22160K105   114,487,852 129,143 SH   DFND   129,143 0 0
COTERRA ENERGY INC COM 127097103   5,880,300 245,524 SH   DFND   245,524 0 0
CRH PLC ORD G25508105   9,274,000 100,000 SH   DFND   100,000 0 0
CROSSAMERICA PARTNERS LP UT LTD PTN INT 22758A105   269,360 13,000 SH   DFND   13,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   13,217,149 47,125 SH   DFND   47,125 0 0
CROWN CASTLE INC COM 22822V101   6,894,657 58,119 SH   DFND   58,119 0 0
CROWN HLDGS INC COM 228368106   1,908,012 19,900 SH   DFND   19,900 0 0
CSX CORP COM 126408103   63,353,503 1,834,738 SH   DFND   1,834,738 0 0
CUMMINS INC COM 231021106   4,713,735 14,558 SH   DFND   14,558 0 0
CURTISS WRIGHT CORP COM 231561101   9,860,700 30,000 SH   DFND   30,000 0 0
CVS HEALTH CORP COM 126650100   10,643,383 169,265 SH   DFND   169,265 0 0
D R HORTON INC COM 23331A109   5,674,263 29,744 SH   DFND   29,744 0 0
DANAHER CORPORATION COM 235851102   23,899,711 85,964 SH   DFND   85,964 0 0
DARLING INGREDIENTS INC COM 237266101   30,103,316 810,100 SH   DFND   810,100 0 0
DATADOG INC CL A COM 23804L103   2,499,103 21,720 SH   DFND   21,720 0 0
DAVITA INC COM 23918K108   1,896,834 11,571 SH   DFND   11,571 0 0
DAYFORCE INC COM 15677J108   302,820 4,944 SH   DFND   4,944 0 0
DECKERS OUTDOOR CORP COM 243537107   3,251,186 20,390 SH   DFND   20,390 0 0
DEERE & CO COM 244199105   14,303,986 34,275 SH   DFND   34,275 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   524,640 12,000 SH   DFND   12,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   3,276,222 83,748 SH   DFND   83,748 0 0
DEXCOM INC COM 252131107   2,206,622 32,915 SH   DFND   32,915 0 0
DIAMONDBACK ENERGY INC COM 25278X109   3,122,336 18,111 SH   DFND   18,111 0 0
DIGITAL RLTY TR INC COM 253868103   2,793,348 17,261 SH   DFND   17,261 0 0
DISCOVER FINL SVCS COM 254709108   1,775,370 12,655 SH   DFND   12,655 0 0
DISNEY WALT CO COM 254687106   46,138,784 479,663 SH   DFND   479,663 0 0
DOCUSIGN INC COM 256163106   1,099,055 17,701 SH   DFND   17,701 0 0
DOLLAR GEN CORP NEW COM 256677105   1,641,419 19,409 SH   DFND   19,409 0 0
DOLLAR TREE INC COM 256746108   2,955,409 42,028 SH   DFND   42,028 0 0
DONALDSON INC COM 257651109   1,142,350 15,500 SH   DFND   15,500 0 0
DOORDASH INC CL A 25809K105   264,336 1,852 SH   DFND   1,852 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105   2,200,950 73,000 SH   DFND   73,000 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   7,377,604 438,100 SH   DFND   438,100 0 0
DOVER CORP COM 260003108   3,524,948 18,384 SH   DFND   18,384 0 0
DOW INC COM 260557103   3,952,699 72,354 SH   DFND   72,354 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   2,824,735 24,499 SH   DFND   24,499 0 0
DUPONT DE NEMOURS INC COM 26614N102   34,542,244 387,636 SH   DFND   387,636 0 0
EASTMAN CHEM CO COM 277432100   19,326,376 172,634 SH   DFND   172,634 0 0
EATON CORP PLC SHS G29183103   76,510,272 230,842 SH   DFND   230,842 0 0
ECOLAB INC COM 278865100   34,180,516 133,868 SH   DFND   133,868 0 0
EDISON INTL COM 281020107   4,715,227 54,142 SH   DFND   54,142 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   5,316,484 80,565 SH   DFND   80,565 0 0
ELASTIC N V ORD SHS N14506104   6,754,880 88,000 SH   DFND   88,000 0 0
ELECTRONIC ARTS INC COM 285512109   17,077,249 119,055 SH   DFND   119,055 0 0
ELI LILLY & CO COM 532457108   3,811,314 4,302 SH   DFND   4,302 0 0
EMCOR GROUP INC COM 29084Q100   9,471,660 22,000 SH   DFND   22,000 0 0
EMERSON ELEC CO COM 291011104   8,306,105 75,945 SH   DFND   75,945 0 0
ENPHASE ENERGY INC COM 29355A107   1,010,964 8,945 SH   DFND   8,945 0 0
EOG RES INC COM 26875P101   9,348,212 76,045 SH   DFND   76,045 0 0
EPAM SYS INC COM 29414B104   1,515,613 7,615 SH   DFND   7,615 0 0
EQUINIX INC COM 29444U700   11,271,126 12,698 SH   DFND   12,698 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   3,397,535 45,629 SH   DFND   45,629 0 0
ERIE INDTY CO CL A 29530P102   678,554 1,257 SH   DFND   1,257 0 0
ESSEX PPTY TR INC COM 297178105   2,536,772 8,587 SH   DFND   8,587 0 0
EVEREST GROUP LTD COM G3223R108   854,581 2,181 SH   DFND   2,181 0 0
EVERGY INC COM 30034W106   21,415,464 345,355 SH   DFND   345,355 0 0
EVERSOURCE ENERGY COM 30040W108   3,252,586 47,797 SH   DFND   47,797 0 0
EXELON CORP COM 30161N101   693,121 17,093 SH   DFND   17,093 0 0
EXPEDIA GROUP INC COM NEW 30212P303   2,467,789 16,672 SH   DFND   16,672 0 0
EXPEDITORS INTL WASH INC COM 302130109   1,297,970 9,875 SH   DFND   9,875 0 0
EXXON MOBIL CORP COM 30231G102   96,646,014 824,484 SH   DFND   824,484 0 0
FACTSET RESH SYS INC COM 303075105   421,682 917 SH   DFND   917 0 0
FAIR ISAAC CORP COM 303250104   1,558,703 802 SH   DFND   802 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   1,156,828 10,062 SH   DFND   10,062 0 0
FEDEX CORP COM 31428X106   9,042,661 33,041 SH   DFND   33,041 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   45,849,813 230,900 SH   DFND   230,900 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   2,302,874 27,497 SH   DFND   27,497 0 0
FIRST INDL RLTY TR INC COM 32054K103   27,990,000 500,000 SH   DFND   500,000 0 0
FIVE BELOW INC COM 33829M101   3,534,000 40,000 SH   DFND   40,000 0 0
FLOWSERVE CORP COM 34354P105   2,998,020 58,000 SH   DFND   58,000 0 0
FMC CORP COM NEW 302491303   6,903,522 104,694 SH   DFND   104,694 0 0
FORD MTR CO COM 345370860   12,472,712 1,181,128 SH   DFND   1,181,128 0 0
FORTINET INC COM 34959E109   46,825,388 603,809 SH   DFND   603,809 0 0
FORTIVE CORP COM 34959J108   10,486,245 132,855 SH   DFND   132,855 0 0
FOX CORP CL B COM 35137L204   37,323,427 961,944 SH   DFND   961,944 0 0
FREEPORT-MCMORAN INC CL B 35671D857   19,736,671 395,366 SH   DFND   395,366 0 0
GALLAGHER ARTHUR J & CO COM 363576109   3,107,169 11,043 SH   DFND   11,043 0 0
GARTNER INC COM 366651107   5,222,669 10,306 SH   DFND   10,306 0 0
GE AEROSPACE COM NEW 369604301   47,602,872 252,428 SH   DFND   252,428 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   2,972,980 31,678 SH   DFND   31,678 0 0
GE VERNOVA INC COM 36828A101   6,569,050 25,763 SH   DFND   25,763 0 0
GEN DIGITAL INC COM 668771108   3,281,945 119,648 SH   DFND   119,648 0 0
GENERAC HLDGS INC COM 368736104   442,163 2,783 SH   DFND   2,783 0 0
GENERAL DYNAMICS CORP COM 369550108   10,422,576 34,489 SH   DFND   34,489 0 0
GENERAL MLS INC COM 370334104   5,511,204 74,627 SH   DFND   74,627 0 0
GENERAL MTRS CO COM 37045V100   19,779,552 441,114 SH   DFND   441,114 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   10,197,299 762,700 SH   DFND   762,700 0 0
GENPACT LIMITED SHS G3922B107   2,874,093 73,300 SH   DFND   73,300 0 0
GILEAD SCIENCES INC COM 375558103   32,922,710 392,685 SH   DFND   392,685 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,549,907 38,507 SH   DFND   38,507 0 0
GLOBE LIFE INC COM 37959E102   479,455 4,527 SH   DFND   4,527 0 0
GODADDY INC CL A 380237107   10,214,844 65,154 SH   DFND   65,154 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   232,207 469 SH   DFND   469 0 0
GRAINGER W W INC COM 384802104   14,379,208 13,842 SH   DFND   13,842 0 0
HALLIBURTON CO COM 406216101   3,429,934 118,070 SH   DFND   118,070 0 0
HASBRO INC COM 418056107   1,278,762 17,682 SH   DFND   17,682 0 0
HASHICORP INC COM CL A 418100103   56,586,832 1,671,200 SH   DFND   1,671,200 0 0
HCA HEALTHCARE INC COM 40412C101   19,996,762 49,201 SH   DFND   49,201 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   2,203,021 96,328 SH   DFND   96,328 0 0
HENRY JACK & ASSOC INC COM 426281101   648,785 3,675 SH   DFND   3,675 0 0
HENRY SCHEIN INC COM 806407102   63,226,316 867,302 SH   DFND   867,302 0 0
HESS CORP COM 42809H107   72,417,251 533,264 SH   DFND   533,264 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   6,441,197 314,819 SH   DFND   314,819 0 0
HEXCEL CORP NEW COM 428291108   1,125,306 18,200 SH   DFND   18,200 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   4,369,589 18,957 SH   DFND   18,957 0 0
HOLOGIC INC COM 436440101   2,698,037 33,121 SH   DFND   33,121 0 0
HOME DEPOT INC COM 437076102   131,186,336 323,757 SH   DFND   323,757 0 0
HONEYWELL INTL INC COM 438516106   36,814,224 178,096 SH   DFND   178,096 0 0
HORMEL FOODS CORP COM 440452100   1,232,021 38,865 SH   DFND   38,865 0 0
HOWMET AEROSPACE INC COM 443201108   10,434,622 104,086 SH   DFND   104,086 0 0
HP INC COM 40434L105   4,754,102 132,537 SH   DFND   132,537 0 0
HUBBELL INC COM 443510607   2,218,425 5,179 SH   DFND   5,179 0 0
HUBSPOT INC COM 443573100   3,083,280 5,800 SH   DFND   5,800 0 0
HUMANA INC COM 444859102   5,100,464 16,103 SH   DFND   16,103 0 0
HUNT J B TRANS SVCS INC COM 445658107   1,856,856 10,775 SH   DFND   10,775 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   1,386,673 5,245 SH   DFND   5,245 0 0
HUNTSMAN CORP COM 447011107   5,316,740 219,700 SH   DFND   219,700 0 0
HYATT HOTELS CORP COM CL A 448579102   2,922,240 19,200 SH   DFND   19,200 0 0
IDEX CORP COM 45167R104   12,896,813 60,125 SH   DFND   60,125 0 0
IDEXX LABS INC COM 45168D104   8,464,456 16,754 SH   DFND   16,754 0 0
ILLINOIS TOOL WKS INC COM 452308109   7,255,670 27,686 SH   DFND   27,686 0 0
ILLUMINA INC COM 452327109   9,418,341 72,221 SH   DFND   72,221 0 0
IMAX CORP COM 45245E109   1,120,687 54,641 SH   DFND   54,641 0 0
INSPIRE MED SYS INC COM 457730109   1,477,350 7,000 SH   DFND   7,000 0 0
INTEL CORP COM 458140100   34,628,156 1,476,051 SH   DFND   1,476,051 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   67,313,112 304,474 SH   DFND   304,474 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   13,304,285 126,792 SH   DFND   126,792 0 0
INTERPUBLIC GROUP COS INC COM 460690100   1,588,838 50,232 SH   DFND   50,232 0 0
INTUIT COM 461202103   58,934,763 94,903 SH   DFND   94,903 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   35,493,275 72,248 SH   DFND   72,248 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   30,440,438 62,369 SH   DFND   62,369 0 0
INVITATION HOMES INC COM 46187W107   2,686,600 76,194 SH   DFND   76,194 0 0
IPG PHOTONICS CORP COM 44980X109   1,530,992 20,600 SH   DFND   20,600 0 0
IQVIA HLDGS INC COM 46266C105   5,488,936 23,163 SH   DFND   23,163 0 0
IRON MTN INC DEL COM 46284V101   4,661,820 39,231 SH   DFND   39,231 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   5,974,379 202,590 SH   DFND   202,590 0 0
JABIL INC COM 466313103   9,690,892 80,872 SH   DFND   80,872 0 0
JACOBS SOLUTIONS INC COM 46982L108   2,192,051 16,746 SH   DFND   16,746 0 0
JOHNSON & JOHNSON COM 478160104   53,661,469 331,121 SH   DFND   331,121 0 0
JPMORGAN CHASE & CO. COM 46625H100   15,028,625 71,273 SH   DFND   71,273 0 0
JUNIPER NETWORKS INC COM 48203R104   46,047,932 1,181,322 SH   DFND   1,181,322 0 0
KBR INC COM 48242W106   1,484,964 22,800 SH   DFND   22,800 0 0
KELLANOVA COM 487836108   8,644,041 107,100 SH   DFND   107,100 0 0
KENVUE INC COM 49177J102   82,727,128 3,576,616 SH   DFND   3,576,616 0 0
KEURIG DR PEPPER INC COM 49271V100   44,347,723 1,183,237 SH   DFND   1,183,237 0 0
KEYCORP COM 493267108   804,787 48,047 SH   DFND   48,047 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   21,589,528 135,843 SH   DFND   135,843 0 0
KIMBERLY-CLARK CORP COM 494368103   10,389,001 73,018 SH   DFND   73,018 0 0
KIMCO RLTY CORP COM 49446R109   3,477,334 149,756 SH   DFND   149,756 0 0
KINDER MORGAN INC DEL COM 49456B101   5,256,426 237,955 SH   DFND   237,955 0 0
KKR & CO INC COM 48251W104   2,668,011 20,432 SH   DFND   20,432 0 0
KLA CORP COM NEW 482480100   61,769,265 79,763 SH   DFND   79,763 0 0
KROGER CO COM 501044101   5,100,216 89,009 SH   DFND   89,009 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   3,167,241 137,826 SH   DFND   137,826 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   6,035,000 25,371 SH   DFND   25,371 0 0
LABCORP HOLDINGS INC COM SHS 504922105   2,509,457 11,229 SH   DFND   11,229 0 0
LAM RESEARCH CORP COM 512807108   52,313,992 64,104 SH   DFND   64,104 0 0
LANDSTAR SYS INC COM 515098101   1,227,655 6,500 SH   DFND   6,500 0 0
LAUDER ESTEE COS INC CL A 518439104   30,096,909 301,905 SH   DFND   301,905 0 0
LEIDOS HOLDINGS INC COM 525327102   12,553,771 77,017 SH   DFND   77,017 0 0
LENNAR CORP CL A 526057104   6,060,478 32,326 SH   DFND   32,326 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   1,128,434 14,600 SH   DFND   14,600 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   12,953,096 613,600 SH   DFND   613,600 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   14,978,094 291,800 SH   DFND   291,800 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   2,975,551 60,100 SH   DFND   60,100 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   1,587,315 20,500 SH   DFND   20,500 0 0
LIGHT & WONDER INC COM 80874P109   53,530,700 590,000 SH   DFND   590,000 0 0
LINDE PLC SHS G54950103   285,523,263 598,757 SH   DFND   598,757 0 0
LOCKHEED MARTIN CORP COM 539830109   16,585,136 28,372 SH   DFND   28,372 0 0
LOEWS CORP COM 540424108   725,916 9,183 SH   DFND   9,183 0 0
LOUISIANA PAC CORP COM 546347105   3,299,022 30,700 SH   DFND   30,700 0 0
LOWES COS INC COM 548661107   20,655,834 76,263 SH   DFND   76,263 0 0
LULULEMON ATHLETICA INC COM 550021109   6,402,232 23,594 SH   DFND   23,594 0 0
LYFT INC CL A COM 55087P104   9,562,500 750,000 SH   DFND   750,000 0 0
M & T BK CORP COM 55261F104   1,499,236 8,417 SH   DFND   8,417 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   1,187,082 5,700 SH   DFND   5,700 0 0
MAPLEBEAR INC COM 565394103   6,461,364 158,600 SH   DFND   158,600 0 0
MARATHON OIL CORP COM 565849106   27,663,564 1,038,812 SH   DFND   1,038,812 0 0
MARATHON PETE CORP COM 56585A102   114,106,888 700,429 SH   DFND   700,429 0 0
MARKETAXESS HLDGS INC COM 57060D108   487,549 1,903 SH   DFND   1,903 0 0
MARRIOTT INTL INC NEW CL A 571903202   12,654,734 50,904 SH   DFND   50,904 0 0
MARSH & MCLENNAN COS INC COM 571748102   5,529,509 24,786 SH   DFND   24,786 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,600,756 2,974 SH   DFND   2,974 0 0
MARVELL TECHNOLOGY INC COM 573874104   4,361,313 60,473 SH   DFND   60,473 0 0
MASCO CORP COM 574599106   4,238,047 50,489 SH   DFND   50,489 0 0
MASIMO CORP COM 574795100   32,119,197 240,900 SH   DFND   240,900 0 0
MASTEC INC COM 576323109   2,979,020 24,200 SH   DFND   24,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104   900,137,650 1,822,879 SH   DFND   1,822,879 0 0
MATCH GROUP INC NEW COM 57667L107   5,811,883 153,591 SH   DFND   153,591 0 0
MCCORMICK & CO INC COM NON VTG 579780206   2,773,922 33,705 SH   DFND   33,705 0 0
MCDONALDS CORP COM 580135101   48,754,792 160,109 SH   DFND   160,109 0 0
MCKESSON CORP COM 58155Q103   50,427,379 101,993 SH   DFND   101,993 0 0
MDU RES GROUP INC COM 552690109   7,044,370 257,000 SH   DFND   257,000 0 0
MERCADOLIBRE INC COM 58733R102   7,261,886 3,539 SH   DFND   3,539 0 0
MERCK & CO INC COM 58933Y105   102,890,811 906,048 SH   DFND   906,048 0 0
META PLATFORMS INC CL A 30303M102   611,608,635 1,068,424 SH   DFND   1,068,424 0 0
METLIFE INC COM 59156R108   377,181 4,573 SH   DFND   4,573 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   4,256,149 2,838 SH   DFND   2,838 0 0
MICRON TECHNOLOGY INC COM 595112103   106,490,361 1,026,809 SH   DFND   1,026,809 0 0
MICROSOFT CORP COM 594918104   1,247,701,322 2,899,608 SH   DFND   2,899,608 0 0
MID-AMER APT CMNTYS INC COM 59522J103   2,483,766 15,631 SH   DFND   15,631 0 0
MOHAWK INDS INC COM 608190104   643,684 4,006 SH   DFND   4,006 0 0
MOLINA HEALTHCARE INC COM 60855R100   2,700,317 7,837 SH   DFND   7,837 0 0
MONDELEZ INTL INC CL A 609207105   20,031,389 271,907 SH   DFND   271,907 0 0
MONOLITHIC PWR SYS INC COM 609839105   29,140,240 31,520 SH   DFND   31,520 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   1,056,338 20,248 SH   DFND   20,248 0 0
MOODYS CORP COM 615369105   3,746,413 7,894 SH   DFND   7,894 0 0
MORGAN STANLEY COM NEW 617446448   3,292,733 31,588 SH   DFND   31,588 0 0
MOSAIC CO NEW COM 61945C103   10,024,263 374,319 SH   DFND   374,319 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   17,406,526 38,713 SH   DFND   38,713 0 0
MPLX LP COM UNIT REP LTD 55336V100   294,698,664 6,628,400 SH   DFND   6,628,400 0 0
MSA SAFETY INC COM 553498106   1,010,838 5,700 SH   DFND   5,700 0 0
MSCI INC COM 55354G100   2,310,735 3,964 SH   DFND   3,964 0 0
NASDAQ INC COM 631103108   1,669,520 22,867 SH   DFND   22,867 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608   6,387,318 65,310 SH   DFND   65,310 0 0
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409   814,190 13,000 SH   DFND   13,000 0 0
NETAPP INC COM 64110D104   3,395,537 27,492 SH   DFND   27,492 0 0
NETFLIX INC COM 64110L106   76,303,976 107,581 SH   DFND   107,581 0 0
NEWMONT CORP COM 651639106   8,205,003 153,508 SH   DFND   153,508 0 0
NEWS CORP NEW CL A 65249B109   11,440,195 429,598 SH   DFND   429,598 0 0
NEWS CORP NEW CL B 65249B208   419,613 15,013 SH   DFND   15,013 0 0
NEXTERA ENERGY INC COM 65339F101   10,999,297 130,123 SH   DFND   130,123 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   7,028,114 1,561,803 SH   DFND   1,561,803 0 0
NIKE INC CL B 654106103   29,628,409 335,163 SH   DFND   335,163 0 0
NISOURCE INC COM 65473P105   747,886 21,584 SH   DFND   21,584 0 0
NORFOLK SOUTHN CORP COM 655844108   4,408,887 17,742 SH   DFND   17,742 0 0
NORTHERN TR CORP COM 665859104   914,975 10,163 SH   DFND   10,163 0 0
NORTHROP GRUMMAN CORP COM 666807102   9,708,567 18,385 SH   DFND   18,385 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   17,054,168 831,505 SH   DFND   831,505 0 0
NRG ENERGY INC COM NEW 629377508   2,514,451 27,601 SH   DFND   27,601 0 0
NUCOR CORP COM 670346105   17,821,604 118,542 SH   DFND   118,542 0 0
NUTANIX INC CL A 67059N108   1,107,975 18,700 SH   DFND   18,700 0 0
NVIDIA CORPORATION COM 67066G104   1,428,304,416 11,761,400 SH   DFND   11,761,400 0 0
NVR INC COM 62944T105   13,854,262 1,412 SH   DFND   1,412 0 0
NXP SEMICONDUCTORS N V COM N6596X109   12,357,395 51,487 SH   DFND   51,487 0 0
OCCIDENTAL PETE CORP COM 674599105   909,733 17,651 SH   DFND   17,651 0 0
OGE ENERGY CORP COM 670837103   3,700,004 90,200 SH   DFND   90,200 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   7,981,752 40,182 SH   DFND   40,182 0 0
ON SEMICONDUCTOR CORP COM 682189105   4,515,906 62,194 SH   DFND   62,194 0 0
ONEOK INC NEW COM 682680103   47,763,147 524,121 SH   DFND   524,121 0 0
ONTO INNOVATION INC COM 683344105   11,893,188 57,300 SH   DFND   57,300 0 0
ORACLE CORP COM 68389X105   35,953,889 210,997 SH   DFND   210,997 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   383,483 333 SH   DFND   333 0 0
OSHKOSH CORP COM 688239201   3,567,476 35,600 SH   DFND   35,600 0 0
OTIS WORLDWIDE CORP COM 68902V107   3,697,146 35,570 SH   DFND   35,570 0 0
OVINTIV INC COM 69047Q102   446,886 11,665 SH   DFND   11,665 0 0
OWENS CORNING NEW COM 690742101   2,241,804 12,700 SH   DFND   12,700 0 0
PACCAR INC COM 693718108   7,569,545 76,708 SH   DFND   76,708 0 0
PACKAGING CORP AMER COM 695156109   27,670,715 128,462 SH   DFND   128,462 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   3,196,410 85,925 SH   DFND   85,925 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   299,240 28,177 SH   DFND   28,177 0 0
PARKER-HANNIFIN CORP COM 701094104   25,677,797 40,641 SH   DFND   40,641 0 0
PAYCHEX INC COM 704326107   9,122,370 67,981 SH   DFND   67,981 0 0
PAYCOM SOFTWARE INC COM 70432V102   1,084,038 6,508 SH   DFND   6,508 0 0
PAYCOR HCM INC COM 70435P102   4,614,588 325,200 SH   DFND   325,200 0 0
PENTAIR PLC SHS G7S00T104   2,164,484 22,134 SH   DFND   22,134 0 0
PEPSICO INC COM 713448108   93,738,362 551,240 SH   DFND   551,240 0 0
PFIZER INC COM 717081103   19,732,073 681,827 SH   DFND   681,827 0 0
PG&E CORP COM 69331C108   14,211,961 718,865 SH   DFND   718,865 0 0
PHILIP MORRIS INTL INC COM 718172109   73,390,306 604,533 SH   DFND   604,533 0 0
PHILLIPS 66 COM 718546104   155,502,721 1,182,980 SH   DFND   1,182,980 0 0
PHINIA INC COMMON STOCK 71880K101   2,669,740 58,000 SH   DFND   58,000 0 0
PINNACLE WEST CAP CORP COM 723484101   12,064,806 136,187 SH   DFND   136,187 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   22,962,046 1,321,937 SH   DFND   1,321,937 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   4,292,000 232,000 SH   DFND   232,000 0 0
PLANET FITNESS INC CL A 72703H101   1,567,546 19,300 SH   DFND   19,300 0 0
PPG INDS INC COM 693506107   13,272,757 100,202 SH   DFND   100,202 0 0
PPL CORP COM 69351T106   1,189,061 35,945 SH   DFND   35,945 0 0
PREMIER INC CL A 74051N102   252,000 12,600 SH   DFND   12,600 0 0
PROCTER AND GAMBLE CO COM 742718109   157,565,063 909,729 SH   DFND   909,729 0 0
PROLOGIS INC. COM 74340W103   15,790,935 125,047 SH   DFND   125,047 0 0
PRUDENTIAL FINL INC COM 744320102   2,111,863 17,439 SH   DFND   17,439 0 0
PULTE GROUP INC COM 745867101   3,983,532 27,754 SH   DFND   27,754 0 0
QORVO INC COM 74736K101   1,310,567 12,687 SH   DFND   12,687 0 0
QUALCOMM INC COM 747525103   127,735,268 751,163 SH   DFND   751,163 0 0
QUANTA SVCS INC COM 74762E102   21,870,495 73,354 SH   DFND   73,354 0 0
QUEST DIAGNOSTICS INC COM 74834L100   6,797,932 43,787 SH   DFND   43,787 0 0
R1 RCM INC COM 77634L105   2,519,426 177,800 SH   DFND   177,800 0 0
REGENCY CTRS CORP COM 758849103   1,577,937 21,846 SH   DFND   21,846 0 0
REGENERON PHARMACEUTICALS COM 75886F107   22,876,034 21,761 SH   DFND   21,761 0 0
REPUBLIC SVCS INC COM 760759100   11,709,374 58,302 SH   DFND   58,302 0 0
ROBLOX CORP CL A 771049103   7,568,460 171,000 SH   DFND   171,000 0 0
ROLLINS INC COM 775711104   1,900,189 37,568 SH   DFND   37,568 0 0
ROPER TECHNOLOGIES INC COM 776696106   25,496,637 45,821 SH   DFND   45,821 0 0
ROSS STORES INC COM 778296103   29,033,530 192,901 SH   DFND   192,901 0 0
RTX CORPORATION COM 75513E101   21,555,212 177,907 SH   DFND   177,907 0 0
SALESFORCE INC COM 79466L302   82,950,279 303,059 SH   DFND   303,059 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   3,459,581 14,373 SH   DFND   14,373 0 0
SCHLUMBERGER LTD COM STK 806857108   2,554,839 60,902 SH   DFND   60,902 0 0
SEADRILL 2021 LTD COM G7997W102   17,267,547 434,513 SH   DFND   434,513 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   2,167,051 19,785 SH   DFND   19,785 0 0
SEALED AIR CORP NEW COM 81211K100   3,510,210 96,700 SH   DFND   96,700 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   210,080,036 1,551,093 SH   DFND   1,551,093 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   144,570,000 1,500,000 SH   DFND   1,500,000 0 0
SEMPRA COM 816851109   13,172,979 157,515 SH   DFND   157,515 0 0
SERVICENOW INC COM 81762P102   35,374,019 39,551 SH   DFND   39,551 0 0
SHERWIN WILLIAMS CO COM 824348106   61,158,037 160,238 SH   DFND   160,238 0 0
SIMPSON MFG INC COM 829073105   3,825,400 20,000 SH   DFND   20,000 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100   2,495,666 105,525 SH   DFND   105,525 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   105,491,270 2,617,000 SH   DFND   2,617,000 0 0
SKECHERS U S A INC CL A 830566105   6,096,412 91,100 SH   DFND   91,100 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   2,109,826 21,361 SH   DFND   21,361 0 0
SMARTSHEET INC COM CL A 83200N103   19,270,816 348,100 SH   DFND   348,100 0 0
SMITH A O CORP COM 831865209   1,441,143 16,043 SH   DFND   16,043 0 0
SMUCKER J M CO COM NEW 832696405   1,737,543 14,348 SH   DFND   14,348 0 0
SMURFIT WESTROCK PLC SHS G8267P108   3,261,028 65,986 SH   DFND   65,986 0 0
SNAP ON INC COM 833034101   2,041,297 7,046 SH   DFND   7,046 0 0
SNOWFLAKE INC CL A 833445109   15,620,960 136,000 SH   DFND   136,000 0 0
SONOCO PRODS CO COM 835495102   1,163,619 21,300 SH   DFND   21,300 0 0
SOUTHERN CO COM 842587107   234,468 2,600 SH   DFND   2,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   24,146,116 42,084 SH   DFND   42,084 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   3,596,292 37,800 SH   DFND   37,800 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   16,817,423 517,300 SH   DFND   517,300 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   24,924,421 67,632 SH   DFND   67,632 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   1,781,040 24,000 SH   DFND   24,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   2,267,687 20,591 SH   DFND   20,591 0 0
STARBUCKS CORP COM 855244109   9,566,694 98,130 SH   DFND   98,130 0 0
STEEL DYNAMICS INC COM 858119100   11,245,327 89,192 SH   DFND   89,192 0 0
STERICYCLE INC COM 858912108   29,481,300 483,300 SH   DFND   483,300 0 0
STERIS PLC SHS USD G8473T100   1,064,508 4,389 SH   DFND   4,389 0 0
STRYKER CORPORATION COM 863667101   45,104,756 124,854 SH   DFND   124,854 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   8,519,821 158,715 SH   DFND   158,715 0 0
SYNOPSYS INC COM 871607107   4,666,384 9,215 SH   DFND   9,215 0 0
SYSCO CORP COM 871829107   5,133,850 65,768 SH   DFND   65,768 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,071,354 17,685 SH   DFND   17,685 0 0
TAPESTRY INC COM 876030107   2,708,491 57,652 SH   DFND   57,652 0 0
TARGA RES CORP COM 87612G101   4,336,693 29,300 SH   DFND   29,300 0 0
TECHNIPFMC PLC COM G87110105   22,696,662 865,294 SH   DFND   865,294 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   1,063,514 2,430 SH   DFND   2,430 0 0
TELEFLEX INCORPORATED COM 879369106   4,996,111 20,201 SH   DFND   20,201 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   19,944,000 120,000 SH   DFND   120,000 0 0
TERADATA CORP DEL COM 88076W103   2,096,494 69,100 SH   DFND   69,100 0 0
TERADYNE INC COM 880770102   7,690,662 57,423 SH   DFND   57,423 0 0
TESLA INC COM 88160R101   57,609,095 220,193 SH   DFND   220,193 0 0
TEXAS INSTRS INC COM 882508104   37,418,916 181,144 SH   DFND   181,144 0 0
TEXAS ROADHOUSE INC COM 882681109   1,412,800 8,000 SH   DFND   8,000 0 0
TEXTRON INC COM 883203101   2,219,638 25,058 SH   DFND   25,058 0 0
THE CIGNA GROUP COM 125523100   12,952,352 37,387 SH   DFND   37,387 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   53,189,597 85,988 SH   DFND   85,988 0 0
TJX COS INC NEW COM 872540109   8,898,366 75,705 SH   DFND   75,705 0 0
T-MOBILE US INC COM 872590104   30,334,095 146,996 SH   DFND   146,996 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   99,390,875 255,681 SH   DFND   255,681 0 0
TRANSDIGM GROUP INC COM 893641100   14,990,574 10,504 SH   DFND   10,504 0 0
TRAVELERS COMPANIES INC COM 89417E109   3,848,933 16,440 SH   DFND   16,440 0 0
TRIMBLE INC COM 896239100   2,027,921 32,661 SH   DFND   32,661 0 0
TYLER TECHNOLOGIES INC COM 902252105   3,331,290 5,707 SH   DFND   5,707 0 0
TYSON FOODS INC CL A 902494103   11,708,960 196,591 SH   DFND   196,591 0 0
UBER TECHNOLOGIES INC COM 90353T100   24,507,947 326,077 SH   DFND   326,077 0 0
UBIQUITI INC COM 90353W103   2,328,060 10,500 SH   DFND   10,500 0 0
UDR INC COM 902653104   1,615,963 35,641 SH   DFND   35,641 0 0
UNION PAC CORP COM 907818108   25,296,735 102,632 SH   DFND   102,632 0 0
UNITED AIRLS HLDGS INC COM 910047109   405,468 7,106 SH   DFND   7,106 0 0
UNITED PARCEL SERVICE INC CL B 911312106   13,358,048 97,976 SH   DFND   97,976 0 0
UNITED RENTALS INC COM 911363109   3,162,805 3,906 SH   DFND   3,906 0 0
UNITED STATES STL CORP NEW COM 912909108   9,821,740 278,000 SH   DFND   278,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   64,294,921 109,966 SH   DFND   109,966 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   4,065,386 17,752 SH   DFND   17,752 0 0
US BANCORP DEL COM NEW 902973304   3,623,691 79,241 SH   DFND   79,241 0 0
US FOODS HLDG CORP COM 912008109   9,151,200 148,800 SH   DFND   148,800 0 0
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109   2,521,200 110,000 SH   DFND   110,000 0 0
VALE S A SPONSORED ADS 91912E105   402,960 34,500 SH   DFND   34,500 0 0
VENTAS INC COM 92276F100   17,273,736 269,355 SH   DFND   269,355 0 0
VERALTO CORP COM SHS 92338C103   21,907,557 195,848 SH   DFND   195,848 0 0
VERISIGN INC COM 92343E102   21,603,391 113,726 SH   DFND   113,726 0 0
VERISK ANALYTICS INC COM 92345Y106   13,127,628 48,991 SH   DFND   48,991 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   37,009,747 824,087 SH   DFND   824,087 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   24,899,453 53,538 SH   DFND   53,538 0 0
VIATRIS INC COM 92556V106   715,431 61,622 SH   DFND   61,622 0 0
VICI PPTYS INC COM 925652109   6,059,122 181,901 SH   DFND   181,901 0 0
VISTRA CORP COM 92840M102   242,770 2,048 SH   DFND   2,048 0 0
VULCAN MATLS CO COM 929160109   14,189,865 56,662 SH   DFND   56,662 0 0
WABTEC COM 929740108   16,400,925 90,229 SH   DFND   90,229 0 0
WALMART INC COM 931142103   49,722,297 615,756 SH   DFND   615,756 0 0
WASTE MGMT INC DEL COM 94106L109   29,015,629 139,767 SH   DFND   139,767 0 0
WEC ENERGY GROUP INC COM 92939U106   619,495 6,441 SH   DFND   6,441 0 0
WELLS FARGO CO NEW COM 949746101   7,533,224 133,355 SH   DFND   133,355 0 0
WELLTOWER INC COM 95040Q104   3,481,264 27,191 SH   DFND   27,191 0 0
WENDYS CO COM 95058W100   1,033,680 59,000 SH   DFND   59,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   1,864,594 6,212 SH   DFND   6,212 0 0
WESTERN DIGITAL CORP. COM 958102105   3,391,964 49,670 SH   DFND   49,670 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   28,564,419 746,587 SH   DFND   746,587 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103   336,150 15,000 SH   DFND   15,000 0 0
WESTLAKE CORPORATION COM 960413102   3,035,858 20,200 SH   DFND   20,200 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   6,493,400 191,772 SH   DFND   191,772 0 0
WILLIAMS COS INC COM 969457100   1,938,619 42,467 SH   DFND   42,467 0 0
WINGSTOP INC COM 974155103   6,532,456 15,700 SH   DFND   15,700 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   3,300,084 65,400 SH   DFND   65,400 0 0
WORKDAY INC CL A 98138H101   9,280,248 37,970 SH   DFND   37,970 0 0
XCEL ENERGY INC COM 98389B100   15,115,775 231,482 SH   DFND   231,482 0 0
XYLEM INC COM 98419M100   14,108,610 104,485 SH   DFND   104,485 0 0
YETI HLDGS INC COM 98585X104   1,887,380 46,000 SH   DFND   46,000 0 0
YUM BRANDS INC COM 988498101   5,265,111 37,686 SH   DFND   37,686 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,795,964 16,637 SH   DFND   16,637 0 0
ZOETIS INC CL A 98978V103   21,040,668 107,691 SH   DFND   107,691 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   2,538,536 36,400 SH   DFND   36,400 0 0