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
AT&T INC COM 00206R102 3,847 156,400 SH   DFND 1 0 156,400 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 190,716 336,324 SH   DFND 1 0 336,324 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 92,393 678,711 SH   DFND 1 0 678,711 0
AGILENT TECHNOLOGIES INC COM 00846U101 108,674 680,702 SH   DFND 1 0 680,702 0
AIRBNB INC COM CL A 009066101 68,733 412,837 SH   DFND 1 0 412,837 0
ALPHABET INC CAP STK CL C 02079K107 6,707 2,318 SH   DFND 1 0 2,318 0
ALPHABET INC CAP STK CL A 02079K305 420,129 145,020 SH   DFND 1 0 145,020 0
AMAZON COM INC COM 023135106 367,051 110,082 SH   DFND 1 0 110,082 0
AMERICAN EXPRESS CO COM 025816109 8,010 48,963 SH   DFND 1 0 48,963 0
AMERICAN TOWER CORP NEW COM 03027X100 160,386 548,328 SH   DFND 1 0 548,328 0
AMERISOURCEBERGEN CORP COM 03073E105 1,236 9,300 SH   DFND 1 0 9,300 0
AMGEN INC COM 031162100 4,094 18,200 SH   DFND 1 0 18,200 0
ANALOG DEVICES INC COM 032654105 97,033 552,045 SH   DFND 1 0 552,045 0
ANTHEM INC COM 036752103 1,854 4,000 SH   DFND 1 0 4,000 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 104,558 1,443,578 SH   DFND 1 0 1,443,578 0
APPLE INC COM 037833100 428,241 2,411,676 SH   DFND 1 0 2,411,676 0
APPLIED MATLS INC COM 038222105 157,474 1,000,722 SH   DFND 1 0 1,000,722 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,507 22,300 SH   DFND 1 0 22,300 0
AUTODESK INC COM 052769106 157,363 559,633 SH   DFND 1 0 559,633 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,071 8,400 SH   DFND 1 0 8,400 0
AVERY DENNISON CORP COM 053611109 2,101 9,700 SH   DFND 1 0 9,700 0
AZEK CO INC CL A 05478C105 45,741 989,202 SH   DFND 1 0 989,202 0
BK OF AMERICA CORP COM 060505104 61,699 1,386,809 SH   DFND 1 0 1,386,809 0
BANK NEW YORK MELLON CORP COM 064058100 14,882 256,229 SH   DFND 1 0 256,229 0
BEST BUY INC COM 086516101 1,046 10,300 SH   DFND 1 0 10,300 0
BLACKSTONE INC COM 09260D107 2,989 23,100 SH   DFND 1 0 23,100 0
BOOKING HOLDINGS INC COM 09857L108 161,509 67,317 SH   DFND 1 0 67,317 0
BRISTOL-MYERS SQUIBB CO COM 110122108 3,729 59,800 SH   DFND 1 0 59,800 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,938 10,600 SH   DFND 1 0 10,600 0
BROADCOM INC COM 11135F101 6,321 9,500 SH   DFND 1 0 9,500 0
BRUNSWICK CORP COM 117043109 58,478 580,540 SH   DFND 1 0 580,540 0
CDW CORP COM 12514G108 1,433 7,000 SH   DFND 1 0 7,000 0
CIGNA CORP NEW COM 125523100 1,493 6,500 SH   DFND 1 0 6,500 0
CVS HEALTH CORP COM 126650100 34,658 335,964 SH   DFND 1 0 335,964 0
CANADIAN NATL RY CO COM 136375102 26,761 217,818 SH   DFND 1 0 217,818 0
CATERPILLAR INC COM 149123101 6,816 32,968 SH   DFND 1 0 32,968 0
CELANESE CORP DEL COM 150870103 1,076 6,400 SH   DFND 1 0 6,400 0
CERNER CORP COM 156782104 1,328 14,300 SH   DFND 1 0 14,300 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 140,114 214,909 SH   DFND 1 0 214,909 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 73,767 42,195 SH   DFND 1 0 42,195 0
CISCO SYS INC COM 17275R102 5,057 79,800 SH   DFND 1 0 79,800 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,502 28,200 SH   DFND 1 0 28,200 0
COLGATE PALMOLIVE CO COM 194162103 1,698 19,900 SH   DFND 1 0 19,900 0
CUMMINS INC COM 231021106 1,178 5,400 SH   DFND 1 0 5,400 0
D R HORTON INC COM 23331A109 64,511 594,844 SH   DFND 1 0 594,844 0
DANAHER CORPORATION COM 235851102 180,323 548,077 SH   DFND 1 0 548,077 0
EAGLE MATLS INC COM 26969P108 97,191 583,869 SH   DFND 1 0 583,869 0
EASTMAN CHEM CO COM 277432100 1,814 15,000 SH   DFND 1 0 15,000 0
EDWARDS LIFESCIENCES CORP COM 28176E108 84,821 654,736 SH   DFND 1 0 654,736 0
ELECTRONIC ARTS INC COM 285512109 31,133 236,038 SH   DFND 1 0 236,038 0
EMERSON ELEC CO COM 291011104 1,515 16,300 SH   DFND 1 0 16,300 0
EXPEDITORS INTL WASH INC COM 302130109 1,961 14,600 SH   DFND 1 0 14,600 0
META PLATFORMS INC CL A 30303M102 343,940 1,022,565 SH   DFND 1 0 1,022,565 0
FISERV INC COM 337738108 105,928 1,020,600 SH   DFND 1 0 1,020,600 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,881 17,600 SH   DFND 1 0 17,600 0
FRANKLIN RESOURCES INC COM 354613101 1,792 53,500 SH   DFND 1 0 53,500 0
FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM 35473P678 2,231 87,860 SH   DFND   0 87,860 0
FRANKLIN TEMPLETON ETF TR FTSE BRAZIL 35473P835 1,160 66,230 SH   DFND   0 66,230 0
FREEPORT-MCMORAN INC CL B 35671D857 42,138 1,009,789 SH   DFND 1 0 1,009,789 0
GENERAC HLDGS INC COM 368736104 72,478 205,949 SH   DFND 1 0 205,949 0
GENERAL DYNAMICS CORP COM 369550108 1,647 7,900 SH   DFND 1 0 7,900 0
GENUINE PARTS CO COM 372460105 2,173 15,500 SH   DFND 1 0 15,500 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 2,265 26,675 SH   DFND   0 26,675 0
GOLDMAN SACHS GROUP INC COM 38141G104 81,793 213,809 SH   DFND 1 0 213,809 0
GRACO INC COM 384109104 3,313 41,094 SH   DFND 1 0 41,094 0
GROCERY OUTLET HLDG CORP COM 39874R101 375 13,275 SH   DFND   0 13,275 0
HCA HEALTHCARE INC COM 40412C101 1,798 7,000 SH   DFND 1 0 7,000 0
HERSHEY CO COM 427866108 1,509 7,800 SH   DFND 1 0 7,800 0
HUBBELL INC COM 443510607 1,666 8,000 SH   DFND 1 0 8,000 0
ILLINOIS TOOL WKS INC COM 452308109 1,752 7,100 SH   DFND 1 0 7,100 0
INGERSOLL RAND INC COM 45687V106 147,833 2,389,407 SH   DFND 1 0 2,389,407 0
INTEL CORP COM 458140100 3,080 59,802 SH   DFND 1 0 59,802 0
INTERNATIONAL PAPER CO COM 460146103 949 20,200 SH   DFND 1 0 20,200 0
INTERPUBLIC GROUP COS INC COM 460690100 1,719 45,900 SH   DFND 1 0 45,900 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,452 3,626 SH   DFND   0 3,626 0
INTUIT COM 461202103 134,749 209,492 SH   DFND 1 0 209,492 0
INTUITIVE SURGICAL INC COM NEW 46120E602 99,614 277,244 SH   DFND 1 0 277,244 0
INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 8,793 123,112 SH   DFND 1 0 123,112 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106 1,816 91,956 SH   DFND 1 0 91,956 0
ISHARES INC MSCI BRAZIL ETF 464286400 106 3,790 SH   DFND   0 3,790 0
ISHARES INC MSCI EURZONE ETF 464286608 1,836 37,475 SH   DFND   0 37,475 0
ISHARES INC MSCI CHILE ETF 464286640 1,191 51,701 SH   DFND   0 51,701 0
ISHARES INC MSCI PAC JP ETF 464286665 12 260 SH   DFND   0 260 0
ISHARES INC MSCI FRANCE ETF 464286707 2,777 71,566 SH   DFND   0 71,566 0
ISHARES INC MSCI SWITZERLAND 464286749 1,040 19,702 SH   DFND   0 19,702 0
ISHARES INC MSCI SPAIN ETF 464286764 596 22,700 SH   DFND   0 22,700 0
ISHARES INC MSCI STH KOR ETF 464286772 342 4,377 SH   DFND   0 4,377 0
ISHARES INC MSCI GERMANY ETF 464286806 952 29,050 SH   DFND   0 29,050 0
ISHARES INC MSCI NETHERL ETF 464286814 1,345 26,800 SH   DFND   0 26,800 0
ISHARES TR CORE S&P500 ETF 464287200 573 1,199 SH   DFND   0 1,199 0
ISHARES TR MSCI EMG MKT ETF 464287234 70 1,440 SH   DFND   0 1,440 0
ISHARES TR LATN AMER 40 ETF 464287390 26 1,115 SH   DFND   0 1,115 0
ISHARES TR S&P 500 VAL ETF 464287408 3,440 22,630 SH   DFND   0 22,630 0
ISHARES TR US INDUSTRIALS 464287754 2,053 18,232 SH   DFND   0 18,232 0
ISHARES TR EUROPE ETF 464287861 250 4,600 SH   DFND   0 4,600 0
ISHARES TR MSCI AC ASIA ETF 464288182 1,064 12,801 SH   DFND   0 12,801 0
ISHARES TR MSCI ACWI ETF 464288257 179 1,700 SH   DFND   0 1,700 0
ISHARES TR MBS ETF 464288588 36,314 338,060 SH   DFND   0 338,060 0
ISHARES TR ISHS 1-5YR INVS 464288646 36,616 679,581 SH   DFND   0 679,581 0
ISHARES INC MSCI TAIWAN ETF 46434G772 5,049 75,650 SH   DFND   0 75,650 0
ISHARES INC MSCI JPN ETF NEW 46434G822 2,586 38,651 SH   DFND   0 38,651 0
JPMORGAN CHASE & CO COM 46625H100 4,402 27,800 SH   DFND 1 0 27,800 0
J P MORGAN EXCHANGE-TRADED F BETABULDRS JAPAN 46641Q217 2,266 41,178 SH   DFND   0 41,178 0
JOHNSON & JOHNSON COM 478160104 5,320 31,100 SH   DFND 1 0 31,100 0
KLA CORP COM NEW 482480100 2,151 5,000 SH   DFND 1 0 5,000 0
KKR & CO INC COM 48251W104 134,706 1,808,128 SH   DFND 1 0 1,808,128 0
KROGER CO COM 501044101 1,475 32,600 SH   DFND 1 0 32,600 0
LAM RESEARCH CORP COM 512807108 3,020 4,200 SH   DFND 1 0 4,200 0
LAUDER ESTEE COS INC CL A 518439104 157,629 425,793 SH   DFND 1 0 425,793 0
LEGGETT & PLATT INC COM 524660107 1,066 25,900 SH   DFND 1 0 25,900 0
LENNAR CORP CL A 526057104 67,468 580,821 SH   DFND 1 0 580,821 0
LOCKHEED MARTIN CORP COM 539830109 1,599 4,500 SH   DFND 1 0 4,500 0
MSCI INC COM 55354G100 46,182 75,375 SH   DFND 1 0 75,375 0
MAGNA INTL INC COM 559222401 1,367 16,900 SH   DFND 1 0 16,900 0
MARKEL CORP COM 570535104 34,021 27,570 SH   DFND 1 0 27,570 0
MASTERCARD INCORPORATED CL A 57636Q104 221,894 617,540 SH   DFND 1 0 617,540 0
MERCK & CO INC COM 58933Y105 1,525 19,900 SH   DFND 1 0 19,900 0
MICROSOFT CORP COM 594918104 455,861 1,355,438 SH   DFND 1 0 1,355,438 0
MONDELEZ INTL INC CL A 609207105 1,843 27,800 SH   DFND 1 0 27,800 0
MOODYS CORP COM 615369105 107,486 275,195 SH   DFND 1 0 275,195 0
MORGAN STANLEY COM NEW 617446448 77,615 790,696 SH   DFND 1 0 790,696 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,848 6,800 SH   DFND 1 0 6,800 0
NVR INC COM 62944T105 68,366 11,570 SH   DFND 1 0 11,570 0
NETFLIX INC COM 64110L106 200,164 332,256 SH   DFND 1 0 332,256 0
NEXTERA ENERGY INC COM 65339F101 131,993 1,413,805 SH   DFND 1 0 1,413,805 0
NIKE INC CL B 654106103 201,035 1,206,183 SH   DFND 1 0 1,206,183 0
NORTHROP GRUMMAN CORP COM 666807102 2,284 5,900 SH   DFND 1 0 5,900 0
NVIDIA CORPORATION COM 67066G104 196,923 669,557 SH   DFND 1 0 669,557 0
OMNICOM GROUP INC COM 681919106 916 12,500 SH   DFND 1 0 12,500 0
OWENS CORNING NEW COM 690742101 1,584 17,500 SH   DFND 1 0 17,500 0
PPG INDS INC COM 693506107 45,178 261,993 SH   DFND 1 0 261,993 0
PACCAR INC COM 693718108 1,227 13,900 SH   DFND 1 0 13,900 0
PACKAGING CORP AMER COM 695156109 1,035 7,600 SH   DFND 1 0 7,600 0
PARKER-HANNIFIN CORP COM 701094104 1,400 4,400 SH   DFND 1 0 4,400 0
PAYPAL HLDGS INC COM 70450Y103 170,047 901,723 SH   DFND 1 0 901,723 0
POLARIS INC COM 731068102 725 6,600 SH   DFND 1 0 6,600 0
PRICE T ROWE GROUP INC COM 74144T108 2,006 10,200 SH   DFND 1 0 10,200 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,136 15,700 SH   DFND 1 0 15,700 0
PROCTER AND GAMBLE CO COM 742718109 2,045 12,500 SH   DFND 1 0 12,500 0
QUEST DIAGNOSTICS INC COM 74834L100 2,163 12,500 SH   DFND 1 0 12,500 0
ROGERS COMMUNICATIONS INC CL B 775109200 1,071 22,500 SH   DFND 1 0 22,500 0
S&P GLOBAL INC COM 78409V104 126,047 267,089 SH   DFND 1 0 267,089 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 55,416 116,383 SH   DFND   0 116,383 0
SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 239 1,960 SH   DFND   0 1,960 0
SPDR SER TR PORTFOLIO INTRMD 78464A375 50,701 1,402,903 SH   DFND   0 1,402,903 0
SPDR SER TR PORTFLI MORTGAGE 78464A383 37,606 1,482,295 SH   DFND   0 1,482,295 0
SPDR SER TR PORTFOLIO S&P500 78464A854 139 2,489 SH   DFND   0 2,489 0
SALESFORCE COM INC COM 79466L302 179,842 707,676 SH   DFND 1 0 707,676 0
SEA LTD SPONSORD ADS 81141R100 3,723 16,642 SH   DFND 1 0 16,642 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 2,489 27,586 SH   DFND   0 27,586 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 7,791 55,065 SH   DFND   0 55,065 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 3,646 47,601 SH   DFND   0 47,601 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 16,898 82,455 SH   DFND   0 82,455 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 3,085 55,720 SH   DFND   0 55,720 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 15,032 384,241 SH   DFND   0 384,241 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8,814 83,655 SH   DFND   0 83,655 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 28,007 160,297 SH   DFND   0 160,297 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1,352 26,160 SH   DFND   0 26,160 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,120 15,699 SH   DFND   0 15,699 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,784 11,500 SH   DFND 1 0 11,500 0
SNAP ON INC COM 833034101 1,594 7,400 SH   DFND 1 0 7,400 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 36,728 130,904 SH   DFND 1 0 130,904 0
SONOCO PRODS CO COM 835495102 689 11,900 SH   DFND 1 0 11,900 0
STANLEY BLACK & DECKER INC COM 854502101 1,207 6,400 SH   DFND 1 0 6,400 0
STATE STR CORP COM 857477103 26,260 282,361 SH   DFND 1 0 282,361 0
SYLVAMO CORP COMMON STOCK 871332102 51 1,836 SH   DFND 1 0 1,836 0
TEXAS INSTRS INC COM 882508104 150,362 797,805 SH   DFND 1 0 797,805 0
THOR INDS INC COM 885160101 675 6,500 SH   DFND 1 0 6,500 0
3M CO COM 88579Y101 1,652 9,300 SH   DFND 1 0 9,300 0
TRACTOR SUPPLY CO COM 892356106 153,868 644,878 SH   DFND 1 0 644,878 0
TYSON FOODS INC CL A 902494103 1,342 15,400 SH   DFND 1 0 15,400 0
UBER TECHNOLOGIES INC COM 90353T100 53,843 1,284,127 SH   DFND 1 0 1,284,127 0
UNITEDHEALTH GROUP INC COM 91324P102 246,488 490,875 SH   DFND 1 0 490,875 0
V F CORP COM 918204108 1,113 15,200 SH   DFND 1 0 15,200 0
VALVOLINE INC COM 92047W101 1,697 45,500 SH   DFND 1 0 45,500 0
VANECK ETF TRUST VIDEO GMNG ESPRT 92189F114 2,007 30,060 SH   DFND   0 30,060 0
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 9,811 128,641 SH   DFND   0 128,641 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,045 15,310 SH   DFND   0 15,310 0
VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1,775 8,937 SH   DFND   0 8,937 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 4,265 44,115 SH   DFND   0 44,115 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 8,583 32,083 SH   DFND   0 32,083 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 743 1,613 SH   DFND   0 1,613 0
VANGUARD WORLD FDS COMM SRVC ETF 92204A884 13,060 95,197 SH   DFND   0 95,197 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 41,659 512,721 SH   DFND   0 512,721 0
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 24,711 467,648 SH   DFND   0 467,648 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 35,296 80,626 SH   DFND   0 80,626 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 2,042 11,430 SH   DFND   0 11,430 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,735 33,400 SH   DFND 1 0 33,400 0
VISA INC COM CL A 92826C839 223,213 1,030,009 SH   DFND 1 0 1,030,009 0
WALMART INC COM 931142103 1,751 12,100 SH   DFND 1 0 12,100 0
WISDOMTREE TR US SMALLCAP FUND 97717W562 3,817 74,210 SH   DFND   0 74,210 0
WISDOMTREE TR CLOUD COMPUTNG 97717Y691 1,366 25,875 SH   DFND   0 25,875 0
YUM CHINA HLDGS INC COM 98850P109 864 17,328 SH   DFND 1 0 17,328 0
DEUTSCHE BANK A G NAMEN AKT D18190898 124 9,834 SH   DFND   0 9,834 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5,555 13,400 SH   DFND 1 0 13,400 0
EATON CORP PLC SHS G29183103 1,884 10,900 SH   DFND 1 0 10,900 0
FERGUSON PLC NEW SHS G3421J106 17,224 97,078 SH   DFND 1 0 97,078 0
LINDE PLC SHS G5494J103 11,665 33,521 SH   DFND 1 0 33,521 0
LINDE PLC SHS G5494J103 53,178 153,263 SH   DFND   0 153,263 0
MEDTRONIC PLC SHS G5960L103 3,248 31,400 SH   DFND 1 0 31,400 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,277 11,300 SH   DFND 1 0 11,300 0
ALCON AG ORD SHS H01301128 12,434 140,403 SH   DFND 1 0 140,403 0
UBS GROUP AG SHS H42097107 296 16,434 SH   DFND   0 16,434 0
UBS GROUP AG SHS H42097107 21,068 1,169,787 SH   DFND 1 0 1,169,787 0
LOGITECH INTL S A SHS H50430232 5,402 64,065 SH   DFND 1 0 64,065 0
TE CONNECTIVITY LTD SHS H84989104 2,517 15,600 SH   DFND 1 0 15,600 0
FERRARI N V COM N3167Y103 10,152 39,237 SH   DFND 1 0 39,237 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,144 12,400 SH   DFND 1 0 12,400 0
QIAGEN NV SHS NEW N72482123 4,417 79,289 SH   DFND 1 0 79,289 0
STELLANTIS N.V SHS N82405106 16,537 871,465 SH   DFND   0 871,465 0
STELLANTIS N.V SHS N82405106 39,012 2,056,826 SH   DFND 1 0 2,056,826 0