The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 7,282 46,685 SH   DFND 1 46,685 0 0
ABBOTT LABS COM 002824100 1,317 14,403 SH   DFND 1 14,403 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6,378 29,704 SH   DFND 1 29,704 0 0
ACTIVISION BLIZZARD INC COM 00507V109 853 11,243 SH   DFND 1 11,243 0 0
ADOBE INC COM 00724F101 4,299 9,876 SH   DFND 1 9,876 0 0
ALASKA AIR GROUP INC COM 011659109 215 5,933 SH   DFND 1 5,933 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,789 68,564 SH   DFND 1 68,564 0 0
ALLEGION PLC ORD SHS G0176J109 1,745 17,067 SH   DFND 1 17,067 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 498 13,550 SH   DFND 1 13,550 0 0
ALPHABET INC CAP STK CL A 02079K305 13,530 9,541 SH   DFND 1 9,541 0 0
ALTRIA GROUP INC COM 02209S103 3,701 94,299 SH   DFND 1 94,299 0 0
AMAZON COM INC COM 023135106 16,001 5,800 SH   DFND 1 5,800 0 0
AMERICAN EXPRESS CO COM 025816109 1,816 19,073 SH   DFND 1 19,073 0 0
AMGEN INC COM 031162100 10,229 43,369 SH   DFND 1 43,369 0 0
AMPHENOL CORP NEW CL A 032095101 763 7,960 SH   DFND 1 7,960 0 0
ANALOG DEVICES INC COM 032654105 423 3,449 SH   DFND 1 3,449 0 0
ANAPLAN INC COM 03272L108 2,921 64,462 SH   DFND 1 64,462 0 0
AON PLC SHS CL A G0403H108 2,068 10,737 SH   DFND 1 10,737 0 0
APPLE INC COM 037833100 29,257 80,200 SH   DFND 1 80,200 0 0
ARMSTRONG WORLD INDS INC COM 04247X102 224 2,869 SH   DFND 1 2,869 0 0
ASSURANT INC COM 04621X108 376 3,638 SH   DFND 1 3,638 0 0
AT&T INC COM 00206R102 3,876 128,214 SH   DFND 1 128,214 0 0
ATLASSIAN CORP PLC CL A G06242104 3,321 18,424 SH   DFND 1 18,424 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,350 9,067 SH   DFND 1 9,067 0 0
AVALARA INC COM 05338G106 3,059 22,983 SH   DFND 1 22,983 0 0
BAIDU INC SPON ADR REP A 056752108 1,033 8,614 SH   DFND 1 8,614 0 0
BAXTER INTL INC COM 071813109 1,069 12,419 SH   DFND 1 12,419 0 0
BILIBILI INC SPONS ADS REP Z 090040106 4,723 101,964 SH   DFND 1 101,964 0 0
BIO-TECHNE CORP COM 09073M104 1,714 6,490 SH   DFND 1 6,490 0 0
BLOCK H & R INC COM 093671105 278 19,456 SH   DFND 1 19,456 0 0
BOEING CO COM 097023105 1,673 9,125 SH   DFND 1 9,125 0 0
BOOKING HOLDINGS INC COM 09857L108 710 446 SH   DFND 1 446 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,792 23,036 SH   DFND 1 23,036 0 0
BORGWARNER INC COM 099724106 430 12,182 SH   DFND 1 12,182 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,088 35,510 SH   DFND 1 35,510 0 0
BROWN & BROWN INC COM 115236101 1,867 45,812 SH   DFND 1 45,812 0 0
BROWN FORMAN CORP CL B 115637209 724 11,372 SH   DFND 1 11,372 0 0
BRUKER CORP COM 116794108 542 13,334 SH   DFND 1 13,334 0 0
BRUNSWICK CORP COM 117043109 279 4,354 SH   DFND 1 4,354 0 0
BWX TECHNOLOGIES INC COM 05605H100 738 13,027 SH   DFND 1 13,027 0 0
CARLISLE COS INC COM 142339100 1,550 12,953 SH   DFND 1 12,953 0 0
CARTERS INC COM 146229109 394 4,884 SH   DFND 1 4,884 0 0
CASEYS GEN STORES INC COM 147528103 827 5,531 SH   DFND 1 5,531 0 0
CHEMED CORP NEW COM 16359R103 1,170 2,593 SH   DFND 1 2,593 0 0
CHEWY INC CL A 16679L109 2,503 56,006 SH   DFND 1 56,006 0 0
CHOICE HOTELS INTL INC COM 169905106 943 11,956 SH   DFND 1 11,956 0 0
CHURCH & DWIGHT INC COM 171340102 643 8,317 SH   DFND 1 8,317 0 0
CHURCHILL DOWNS INC COM 171484108 785 5,895 SH   DFND 1 5,895 0 0
CINEMARK HLDGS INC COM 17243V102 309 26,718 SH   DFND 1 26,718 0 0
CINTAS CORP COM 172908105 1,014 3,805 SH   DFND 1 3,805 0 0
CISCO SYS INC COM 17275R102 6,973 149,502 SH   DFND 1 149,502 0 0
CLOROX CO DEL COM 189054109 1,490 6,792 SH   DFND 1 6,792 0 0
COCA COLA CO COM 191216100 4,961 111,043 SH   DFND 1 111,043 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 392 5,062 SH   DFND 1 5,062 0 0
COGNEX CORP COM 192422103 427 7,154 SH   DFND 1 7,154 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 478 8,413 SH   DFND 1 8,413 0 0
COHEN & STEERS INC COM 19247A100 222 3,260 SH   DFND 1 3,260 0 0
COLGATE PALMOLIVE CO COM 194162103 4,289 58,546 SH   DFND 1 58,546 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 222 2,758 SH   DFND 1 2,758 0 0
COMCAST CORP NEW CL A 20030N101 4,694 120,431 SH   DFND 1 120,431 0 0
COMMERCE BANCSHARES INC COM 200525103 884 14,873 SH   DFND 1 14,873 0 0
CONSTELLATION BRANDS INC CL A 21036P108 613 3,506 SH   DFND 1 3,506 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,418 14,570 SH   DFND 1 14,570 0 0
COUPA SOFTWARE INC COM 22266L106 3,900 14,079 SH   DFND 1 14,079 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 668 6,025 SH   DFND 1 6,025 0 0
CRANE CO COM 224399105 320 5,378 SH   DFND 1 5,378 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 3,887 38,761 SH   DFND 1 38,761 0 0
CUMMINS INC COM 231021106 1,565 9,034 SH   DFND 1 9,034 0 0
CURTISS WRIGHT CORP COM 231561101 347 3,885 SH   DFND 1 3,885 0 0
DANAHER CORPORATION COM 235851102 3,961 22,402 SH   DFND 1 22,402 0 0
DISNEY WALT CO COM DISNEY 254687106 16,288 146,067 SH   DFND 1 146,067 0 0
DOCUSIGN INC COM 256163106 3,610 20,963 SH   DFND 1 20,963 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 1,441 21,869 SH   DFND 1 21,869 0 0
DONALDSON INC COM 257651109 811 17,440 SH   DFND 1 17,440 0 0
DUNKIN BRANDS GROUP INC COM 265504100 1,318 20,209 SH   DFND 1 20,209 0 0
EAST WEST BANCORP INC COM 27579R104 211 5,823 SH   DFND 1 5,823 0 0
EATON CORP PLC SHS G29183103 1,104 12,624 SH   DFND 1 12,624 0 0
EATON VANCE CORP COM NON VTG 278265103 569 14,735 SH   DFND 1 14,735 0 0
ELASTIC N V ORD SHS N14506104 3,495 37,899 SH   DFND 1 37,899 0 0
EMCOR GROUP INC COM 29084Q100 296 4,473 SH   DFND 1 4,473 0 0
EMERSON ELEC CO COM 291011104 869 14,012 SH   DFND 1 14,012 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,029 16,614 SH   DFND 1 16,614 0 0
ENTEGRIS INC COM 29362U104 504 8,534 SH   DFND 1 8,534 0 0
ETSY INC COM 29786A106 3,179 29,923 SH   DFND 1 29,923 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,079 14,195 SH   DFND 1 14,195 0 0
EXPONENT INC COM 30214U102 436 5,387 SH   DFND 1 5,387 0 0
FACEBOOK INC CL A 30303M102 11,613 51,143 SH   DFND 1 51,143 0 0
FACTSET RESH SYS INC COM 303075105 2,010 6,118 SH   DFND 1 6,118 0 0
FEDERATED HERMES INC CL B 314211103 253 10,684 SH   DFND 1 10,684 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 421 3,136 SH   DFND 1 3,136 0 0
FIRST AMERN FINL CORP COM 31847R102 1,588 33,066 SH   DFND 1 33,066 0 0
FIRST HORIZON NATL CORP COM 320517105 139 13,948 SH   DFND 1 13,948 0 0
FIRSTCASH INC COM 33767D105 217 3,216 SH   DFND 1 3,216 0 0
FLIR SYS INC COM 302445101 1,316 32,442 SH   DFND 1 32,442 0 0
FLOWERS FOODS INC COM 343498101 689 30,836 SH   DFND 1 30,836 0 0
FORTINET INC COM 34959E109 1,677 12,214 SH   DFND 1 12,214 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,086 16,994 SH   DFND 1 16,994 0 0
GAP INC COM 364760108 177 14,009 SH   DFND 1 14,009 0 0
GENERAL DYNAMICS CORP COM 369550108 1,197 8,010 SH   DFND 1 8,010 0 0
GENPACT LIMITED SHS G3922B107 1,767 48,393 SH   DFND 1 48,393 0 0
GENTEX CORP COM 371901109 1,529 59,325 SH   DFND 1 59,325 0 0
GILEAD SCIENCES INC COM 375558103 1,759 22,868 SH   DFND 1 22,868 0 0
GRACO INC COM 384109104 1,721 35,868 SH   DFND 1 35,868 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,522 13,728 SH   DFND 1 13,728 0 0
HANESBRANDS INC COM 410345102 156 13,820 SH   DFND 1 13,820 0 0
HANOVER INS GROUP INC COM 410867105 554 5,469 SH   DFND 1 5,469 0 0
HENRY JACK & ASSOC INC COM 426281101 447 2,428 SH   DFND 1 2,428 0 0
HERSHEY CO COM 427866108 1,227 9,467 SH   DFND 1 9,467 0 0
HEXCEL CORP NEW COM 428291108 715 15,822 SH   DFND 1 15,822 0 0
HILL ROM HLDGS INC COM 431475102 1,350 12,297 SH   DFND 1 12,297 0 0
HOME DEPOT INC COM 437076102 25,771 102,873 SH   DFND 1 102,873 0 0
HONEYWELL INTL INC COM 438516106 12,440 86,037 SH   DFND 1 86,037 0 0
HORMEL FOODS CORP COM 440452100 1,040 21,549 SH   DFND 1 21,549 0 0
HUBBELL INC COM 443510607 1,015 8,099 SH   DFND 1 8,099 0 0
HUBSPOT INC COM 443573100 2,500 11,142 SH   DFND 1 11,142 0 0
HUYA INC ADS REP SHS A 44852D108 3,197 171,224 SH   DFND 1 171,224 0 0
HYATT HOTELS CORP COM CL A 448579102 293 5,827 SH   DFND 1 5,827 0 0
IAC INTERACTIVECORP COM 44919P508 1,545 4,776 SH   DFND 1 4,776 0 0
IDACORP INC COM 451107106 273 3,121 SH   DFND 1 3,121 0 0
ILLINOIS TOOL WKS INC COM 452308109 5,309 30,364 SH   DFND 1 30,364 0 0
INGERSOLL RAND INC COM 45687V106 228 8,118 SH   DFND 1 8,118 0 0
INGREDION INC COM 457187102 1,292 15,571 SH   DFND 1 15,571 0 0
INTEL CORP COM 458140100 3,727 62,288 SH   DFND 1 62,288 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,464 20,401 SH   DFND 1 20,401 0 0
INTUIT COM 461202103 2,977 10,051 SH   DFND 1 10,051 0 0
J & J SNACK FOODS CORP COM 466032109 309 2,434 SH   DFND 1 2,434 0 0
J2 GLOBAL INC COM 48123V102 269 4,250 SH   DFND 1 4,250 0 0
JABIL INC COM 466313103 213 6,635 SH   DFND 1 6,635 0 0
JD.COM INC SPON ADR CL A 47215P106 3,260 54,170 SH   DFND 1 54,170 0 0
JEFFERIES FINL GROUP INC COM 47233W109 319 20,488 SH   DFND 1 20,488 0 0
JOHNSON & JOHNSON COM 478160104 22,324 158,742 SH   DFND 1 158,742 0 0
JPMORGAN CHASE & CO COM 46625H100 1,936 20,581 SH   DFND 1 20,581 0 0
KIMBERLY CLARK CORP COM 494368103 2,184 15,453 SH   DFND 1 15,453 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 677 3,990 SH   DFND 1 3,990 0 0
LANCASTER COLONY CORP COM 513847103 807 5,210 SH   DFND 1 5,210 0 0
LANDSTAR SYS INC COM 515098101 568 5,057 SH   DFND 1 5,057 0 0
LAUDER ESTEE COS INC CL A 518439104 2,387 12,653 SH   DFND 1 12,653 0 0
LAZARD LTD SHS A G54050102 253 8,839 SH   DFND 1 8,839 0 0
LEGGETT & PLATT INC COM 524660107 1,023 29,104 SH   DFND 1 29,104 0 0
LILLY ELI & CO COM 532457108 4,768 29,039 SH   DFND 1 29,039 0 0
LINCOLN ELEC HLDGS INC COM 533900106 487 5,781 SH   DFND 1 5,781 0 0
LITTELFUSE INC COM 537008104 226 1,326 SH   DFND 1 1,326 0 0
LOCKHEED MARTIN CORP COM 539830109 8,140 22,306 SH   DFND 1 22,306 0 0
LOWES COS INC COM 548661107 2,651 19,617 SH   DFND 1 19,617 0 0
MARSH & MCLENNAN COS INC COM 571748102 3,458 32,209 SH   DFND 1 32,209 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,778 33,066 SH   DFND 1 33,066 0 0
MATCH GROUP INC COM 57665R106 2,035 19,006 SH   DFND 1 19,006 0 0
MAXIMUS INC COM 577933104 464 6,587 SH   DFND 1 6,587 0 0
MCDONALDS CORP COM 580135101 9,026 48,927 SH   DFND 1 48,927 0 0
MDU RES GROUP INC COM 552690109 333 15,008 SH   DFND 1 15,008 0 0
MEDTRONIC PLC SHS G5960L103 3,612 39,388 SH   DFND 1 39,388 0 0
MERCADOLIBRE INC COM 58733R102 4,702 4,770 SH   DFND 1 4,770 0 0
MERCK & CO. INC COM 58933Y105 7,647 98,883 SH   DFND 1 98,883 0 0
MGIC INVT CORP WIS COM 552848103 168 20,464 SH   DFND 1 20,464 0 0
MICROSOFT CORP COM 594918104 43,136 211,959 SH   DFND 1 211,959 0 0
MOMO INC ADR 60879B107 1,472 84,197 SH   DFND 1 84,197 0 0
MONDELEZ INTL INC CL A 609207105 1,297 25,371 SH   DFND 1 25,371 0 0
MONGODB INC CL A 60937P106 3,491 15,424 SH   DFND 1 15,424 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,072 4,524 SH   DFND 1 4,524 0 0
MOODYS CORP COM 615369105 6,041 21,988 SH   DFND 1 21,988 0 0
MORNINGSTAR INC COM 617700109 1,681 11,928 SH   DFND 1 11,928 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 368 2,627 SH   DFND 1 2,627 0 0
MSC INDL DIRECT INC CL A 553530106 399 5,477 SH   DFND 1 5,477 0 0
MSCI INC COM 55354G100 2,480 7,429 SH   DFND 1 7,429 0 0
NATIONAL FUEL GAS CO N J COM 636180101 275 6,563 SH   DFND 1 6,563 0 0
NATIONAL INSTRS CORP COM 636518102 1,072 27,706 SH   DFND 1 27,706 0 0
NETEASE INC SPONSORED ADS 64110W102 1,014 2,361 SH   DFND 1 2,361 0 0
NETFLIX INC COM 64110L106 4,755 10,450 SH   DFND 1 10,450 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 195 19,096 SH   DFND 1 19,096 0 0
NEW YORK TIMES CO CL A 650111107 594 14,123 SH   DFND 1 14,123 0 0
NEWS CORP NEW CL A 65249B109 357 30,091 SH   DFND 1 30,091 0 0
NEXTERA ENERGY INC COM 65339F101 12,331 51,344 SH   DFND 1 51,344 0 0
NIKE INC CL B 654106103 7,910 80,677 SH   DFND 1 80,677 0 0
NORDSON CORP COM 655663102 1,129 5,949 SH   DFND 1 5,949 0 0
NORTHROP GRUMMAN CORP COM 666807102 948 3,082 SH   DFND 1 3,082 0 0
OGE ENERGY CORP COM 670837103 701 23,084 SH   DFND 1 23,084 0 0
OKTA INC CL A 679295105 3,843 19,195 SH   DFND 1 19,195 0 0
OLD REP INTL CORP COM 680223104 1,343 82,372 SH   DFND 1 82,372 0 0
ONE GAS INC COM 68235P108 307 3,985 SH   DFND 1 3,985 0 0
ORACLE CORP COM 68389X105 3,736 67,587 SH   DFND 1 67,587 0 0
OWENS CORNING NEW COM 690742101 261 4,673 SH   DFND 1 4,673 0 0
PACCAR INC COM 693718108 815 10,890 SH   DFND 1 10,890 0 0
PALO ALTO NETWORKS INC COM 697435105 1,826 7,951 SH   DFND 1 7,951 0 0
PAYCHEX INC COM 704326107 1,139 15,041 SH   DFND 1 15,041 0 0
PENTAIR PLC SHS G7S00T104 806 21,206 SH   DFND 1 21,206 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 275 23,752 SH   DFND 1 23,752 0 0
PEPSICO INC COM 713448108 19,925 150,653 SH   DFND 1 150,653 0 0
PERKINELMER INC COM 714046109 1,808 18,430 SH   DFND 1 18,430 0 0
PFIZER INC COM 717081103 8,407 257,098 SH   DFND 1 257,098 0 0
PHILIP MORRIS INTL INC COM 718172109 3,484 49,731 SH   DFND 1 49,731 0 0
PINDUODUO INC SPONSORED ADS 722304102 6,661 77,600 SH   DFND 1 77,600 0 0
PINTEREST INC CL A 72352L106 3,296 148,649 SH   DFND 1 148,649 0 0
POLARIS INC COM 731068102 211 2,284 SH   DFND 1 2,284 0 0
POOL CORPORATION COM 73278L105 2,117 7,787 SH   DFND 1 7,787 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 270 6,449 SH   DFND 1 6,449 0 0
PRICE T ROWE GROUP INC COM 74144T108 6,485 52,510 SH   DFND 1 52,510 0 0
PRIMERICA INC COM 74164M108 233 1,997 SH   DFND 1 1,997 0 0
PROCTER AND GAMBLE CO COM 742718109 3,827 32,005 SH   DFND 1 32,005 0 0
PROGRESSIVE CORP OHIO COM 743315103 9,341 116,605 SH   DFND 1 116,605 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 566 9,186 SH   DFND 1 9,186 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 1,492 8,721 SH   DFND 1 8,721 0 0
RINGCENTRAL INC CL A 76680R206 2,906 10,195 SH   DFND 1 10,195 0 0
RLI CORP COM 749607107 514 6,265 SH   DFND 1 6,265 0 0
ROBERT HALF INTL INC COM 770323103 693 13,110 SH   DFND 1 13,110 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,177 5,526 SH   DFND 1 5,526 0 0
ROPER TECHNOLOGIES INC COM 776696106 914 2,353 SH   DFND 1 2,353 0 0
ROSS STORES INC COM 778296103 1,378 16,168 SH   DFND 1 16,168 0 0
S&P GLOBAL INC COM 78409V104 15,146 45,969 SH   DFND 1 45,969 0 0
SABRE CORP COM 78573M104 223 27,715 SH   DFND 1 27,715 0 0
SALESFORCE COM INC COM 79466L302 4,552 24,302 SH   DFND 1 24,302 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 430 5,536 SH   DFND 1 5,536 0 0
SELECTIVE INS GROUP INC COM 816300107 347 6,574 SH   DFND 1 6,574 0 0
SERVICE CORP INTL COM 817565104 1,752 45,047 SH   DFND 1 45,047 0 0
SERVICENOW INC COM 81762P102 4,317 10,657 SH   DFND 1 10,657 0 0
SHOPIFY INC CL A 82509L107 6,783 7,163 SH   DFND 1 7,163 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 212 1,985 SH   DFND 1 1,985 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 297 15,484 SH   DFND 1 15,484 0 0
SMARTSHEET INC COM CL A 83200N103 3,653 71,749 SH   DFND 1 71,749 0 0
SMITH A O CORP COM 831865209 1,072 22,750 SH   DFND 1 22,750 0 0
SNAP INC CL A 83304A106 4,388 186,810 SH   DFND 1 186,810 0 0
SNAP ON INC COM 833034101 699 5,044 SH   DFND 1 5,044 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 249 3,602 SH   DFND 1 3,602 0 0
SPLUNK INC COM 848637104 3,211 16,162 SH   DFND 1 16,162 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,246 12,571 SH   DFND 1 12,571 0 0
STARBUCKS CORP COM 855244109 9,549 129,753 SH   DFND 1 129,753 0 0
STRYKER CORPORATION COM 863667101 2,031 11,269 SH   DFND 1 11,269 0 0
SYNNEX CORP COM 87162W100 249 2,081 SH   DFND 1 2,081 0 0
SYSCO CORP COM 871829107 836 15,299 SH   DFND 1 15,299 0 0
TCF FINANCIAL CORPORATION NE COM 872307103 209 7,101 SH   DFND 1 7,101 0 0
TE CONNECTIVITY LTD REG SHS H84989104 974 11,946 SH   DFND 1 11,946 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 3,034 225,375 SH   DFND 1 225,375 0 0
TERADYNE INC COM 880770102 1,356 16,045 SH   DFND 1 16,045 0 0
TETRA TECH INC NEW COM 88162G103 282 3,561 SH   DFND 1 3,561 0 0
TEXAS INSTRS INC COM 882508104 4,549 35,826 SH   DFND 1 35,826 0 0
TEXAS ROADHOUSE INC COM 882681109 279 5,309 SH   DFND 1 5,309 0 0
THE TRADE DESK INC COM CL A 88339J105 3,363 8,272 SH   DFND 1 8,272 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,104 5,808 SH   DFND 1 5,808 0 0
TJX COS INC NEW COM 872540109 7,729 152,873 SH   DFND 1 152,873 0 0
TOLL BROTHERS INC COM 889478103 265 8,146 SH   DFND 1 8,146 0 0
TORO CO COM 891092108 1,741 26,249 SH   DFND 1 26,249 0 0
TRIP COM GROUP LTD ADS 89677Q107 1,222 47,144 SH   DFND 1 47,144 0 0
TWILIO INC CL A 90138F102 3,664 16,698 SH   DFND 1 16,698 0 0
TWITTER INC COM 90184L102 1,291 43,324 SH   DFND 1 43,324 0 0
UBIQUITI INC COM 90353W103 305 1,749 SH   DFND 1 1,749 0 0
UNIFIRST CORP MASS COM 904708104 291 1,625 SH   DFND 1 1,625 0 0
UNION PAC CORP COM 907818108 4,041 23,902 SH   DFND 1 23,902 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,186 28,652 SH   DFND 1 28,652 0 0
UNITEDHEALTH GROUP INC COM 91324P102 12,110 41,058 SH   DFND 1 41,058 0 0
VERISIGN INC COM 92343E102 647 3,129 SH   DFND 1 3,129 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 8,370 151,828 SH   DFND 1 151,828 0 0
VISA INC COM CL A 92826C839 14,227 73,652 SH   DFND 1 73,652 0 0
VMWARE INC CL A COM 928563402 1,709 11,037 SH   DFND 1 11,037 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 610 14,400 SH   DFND 1 14,400 0 0
WALMART INC COM 931142103 1,424 11,886 SH   DFND 1 11,886 0 0
WASTE MGMT INC DEL COM 94106L109 1,203 11,359 SH   DFND 1 11,359 0 0
WATSCO INC COM 942622200 1,574 8,858 SH   DFND 1 8,858 0 0
WAYFAIR INC CL A 94419L101 2,285 11,565 SH   DFND 1 11,565 0 0
WD-40 CO COM 929236107 347 1,748 SH   DFND 1 1,748 0 0
WENDYS CO COM 95058W100 1,267 58,181 SH   DFND 1 58,181 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 1,962 8,638 SH   DFND 1 8,638 0 0
WHIRLPOOL CORP COM 963320106 941 7,263 SH   DFND 1 7,263 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 437 492 SH   DFND 1 492 0 0
WILEY JOHN & SONS INC CL A 968223206 246 6,315 SH   DFND 1 6,315 0 0
WILLIAMS SONOMA INC COM 969904101 351 4,284 SH   DFND 1 4,284 0 0
WIX COM LTD SHS M98068105 2,668 10,411 SH   DFND 1 10,411 0 0
WOODWARD INC COM 980745103 475 6,120 SH   DFND 1 6,120 0 0
WORKDAY INC CL A 98138H101 2,323 12,396 SH   DFND 1 12,396 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 252 8,933 SH   DFND 1 8,933 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 219 14,293 SH   DFND 1 14,293 0 0
YUM BRANDS INC COM 988498101 1,091 12,555 SH   DFND 1 12,555 0 0
ZENDESK INC COM 98936J101 3,061 34,574 SH   DFND 1 34,574 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 3,558 61,764 SH   DFND 1 61,764 0 0
ZOETIS INC CL A 98978V103 1,985 14,483 SH   DFND 1 14,483 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 5,956 23,491 SH   DFND 1 23,491 0 0
ZSCALER INC COM 98980G102 3,017 27,550 SH   DFND 1 27,550 0 0
ZYNGA INC CL A 98986T108 1,968 206,323 SH   DFND 1 206,323 0 0