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 3,696 156,400 SH   DFND 1 0 156,400 0
Adobe Inc COM 00724F101 138,224 303,376 SH   DFND 1 0 303,376 0
Advanced Drainage Systems Inc COM 00790R104 84,575 711,855 SH   DFND 1 0 711,855 0
Agilent Technologies Inc COM 00846U101 82,292 621,868 SH   DFND 1 0 621,868 0
Airbnb Inc COM CL A 009066101 69,101 402,313 SH   DFND 1 0 402,313 0
Alphabet Inc CAP STK CL A 02079K305 421,617 151,587 SH   DFND 1 0 151,587 0
Amazon.com Inc COM 023135106 358,712 110,036 SH   DFND 1 0 110,036 0
American Tower Corp COM 03027X100 64,103 255,166 SH   DFND 1 0 255,166 0
AmerisourceBergen Corp COM 03073E105 1,439 9,300 SH   DFND 1 0 9,300 0
AMETEK Inc COM 031100100 23,759 178,399 SH   DFND 1 0 178,399 0
Amgen Inc COM 031162100 4,401 18,200 SH   DFND 1 0 18,200 0
Analog Devices Inc COM 032654105 96,809 586,082 SH   DFND 1 0 586,082 0
Anthem Inc COM 036752103 1,965 4,000 SH   DFND 1 0 4,000 0
Apollo Global Management Inc COM 03769M106 83,442 1,346,048 SH   DFND 1 0 1,346,048 0
Apple Inc COM 037833100 552,105 3,161,934 SH   DFND 1 0 3,161,934 0
Applied Materials Inc COM 038222105 104,966 796,401 SH   DFND 1 0 796,401 0
Archer-Daniels-Midland Co COM 039483102 2,013 22,300 SH   DFND 1 0 22,300 0
Autodesk Inc COM 052769106 89,130 415,817 SH   DFND 1 0 415,817 0
Automatic Data Processing Inc COM 053015103 1,911 8,400 SH   DFND 1 0 8,400 0
Avery Dennison Corp COM 053611109 1,688 9,700 SH   DFND 1 0 9,700 0
Baker Hughes Co CL A 05722G100 85,676 2,353,102 SH   DFND 1 0 2,353,102 0
Bank of America Corp COM 060505104 29,323 711,388 SH   DFND 1 0 711,388 0
Berkshire Hathaway Inc CL B NEW 084670702 179,510 508,657 SH   DFND 1 0 508,657 0
Best Buy Co Inc COM 086516101 936 10,300 SH   DFND 1 0 10,300 0
Blackstone Inc COM 09260D107 2,932 23,100 SH   DFND 1 0 23,100 0
Booking Holdings Inc COM 09857L108 87,954 37,452 SH   DFND 1 0 37,452 0
Bristol-Myers Squibb Co COM 110122108 4,367 59,800 SH   DFND 1 0 59,800 0
Broadridge Financial Solutions Inc COM 11133T103 1,651 10,600 SH   DFND 1 0 10,600 0
Broadcom Inc COM 11135F101 5,982 9,500 SH   DFND 1 0 9,500 0
Brunswick Corp/DE COM 117043109 54,255 670,730 SH   DFND 1 0 670,730 0
CDW Corp/DE COM 12514G108 1,252 7,000 SH   DFND 1 0 7,000 0
Cigna Corp COM 125523100 1,557 6,500 SH   DFND 1 0 6,500 0
CVS Health Corp COM 126650100 55,664 549,988 SH   DFND 1 0 549,988 0
Canadian National Railway Co COM 136375102 30,239 225,426 SH   DFND 1 0 225,426 0
Celanese Corp COM 150870103 914 6,400 SH   DFND 1 0 6,400 0
Cerner Corp COM 156782104 1,338 14,300 SH   DFND 1 0 14,300 0
Charter Communications Inc CL A 16119P108 73,415 134,578 SH   DFND 1 0 134,578 0
Chevron Corp COM 166764100 48,212 296,087 SH   DFND 1 0 296,087 0
Chipotle Mexican Grill Inc COM 169656105 16,442 10,393 SH   DFND 1 0 10,393 0
Cisco Systems Inc COM 17275R102 4,450 79,800 SH   DFND 1 0 79,800 0
Coca-Cola Co/The COM 191216100 93,779 1,512,570 SH   DFND 1 0 1,512,570 0
Cognizant Technology Solutions Corp CL A 192446102 2,529 28,200 SH   DFND 1 0 28,200 0
Colgate-Palmolive Co COM 194162103 1,509 19,900 SH   DFND 1 0 19,900 0
Cummins Inc COM 231021106 1,108 5,400 SH   DFND 1 0 5,400 0
Danaher Corp COM 235851102 109,001 371,598 SH   DFND 1 0 371,598 0
Deere & Co COM 244199105 111,523 268,433 SH   DFND 1 0 268,433 0
Duke Energy Corp COM NEW 26441C204 35,484 317,782 SH   DFND 1 0 317,782 0
Eagle Materials Inc COM 26969P108 63,643 495,819 SH   DFND 1 0 495,819 0
Eastman Chemical Co COM 277432100 1,681 15,000 SH   DFND 1 0 15,000 0
Edwards Lifesciences Corp COM 28176E108 59,613 506,399 SH   DFND 1 0 506,399 0
Electronic Arts Inc COM 285512109 7,774 61,448 SH   DFND 1 0 61,448 0
Emerson Electric Co COM 291011104 1,598 16,300 SH   DFND 1 0 16,300 0
Expeditors International of Washington Inc COM 302130109 1,506 14,600 SH   DFND 1 0 14,600 0
Meta Platforms Inc CL A 30303M102 190,622 857,266 SH   DFND 1 0 857,266 0
Fortune Brands Home & Security Inc COM 34964C106 1,307 17,600 SH   DFND 1 0 17,600 0
Franklin Resources Inc COM 354613101 1,494 53,500 SH   DFND 1 0 53,500 0
FRANKLIN FTSE BRAZIL ETF FTSE BRAZIL 35473P835 1,559 66,230 SH   DFND   0 66,230 0
Freeport-McMoRan Inc CL B 35671D857 106,067 2,132,434 SH   DFND 1 0 2,132,434 0
Generac Holdings Inc COM 368736104 67,536 227,196 SH   DFND 1 0 227,196 0
General Dynamics Corp COM 369550108 58,410 242,185 SH   DFND 1 0 242,185 0
Genuine Parts Co COM 372460105 1,953 15,500 SH   DFND 1 0 15,500 0
Grocery Outlet Holding Corp COM 39874R101 435 13,275 SH   DFND   0 13,275 0
HCA Healthcare Inc COM 40412C101 1,754 7,000 SH   DFND 1 0 7,000 0
Hershey Co/The COM 427866108 1,690 7,800 SH   DFND 1 0 7,800 0
Hubbell Inc COM 443510607 1,470 8,000 SH   DFND 1 0 8,000 0
IDEXX Laboratories Inc COM 45168D104 30,344 55,467 SH   DFND 1 0 55,467 0
Illinois Tool Works Inc COM 452308109 1,487 7,100 SH   DFND 1 0 7,100 0
Ingersoll Rand Inc COM 45687V106 46,485 923,233 SH   DFND 1 0 923,233 0
Intel Corp COM 458140100 2,964 59,802 SH   DFND 1 0 59,802 0
International Paper Co COM 460146103 932 20,200 SH   DFND 1 0 20,200 0
Interpublic Group of Cos Inc/The COM 460690100 1,627 45,900 SH   DFND 1 0 45,900 0
Intuit Inc COM 461202103 110,781 230,391 SH   DFND 1 0 230,391 0
Intuitive Surgical Inc COM NEW 46120E602 81,346 269,644 SH   DFND 1 0 269,644 0
Invesco WilderHill Clean Energy ETF WILDERHIL CLAN 46137V134 8,207 125,986 SH   DFND 1 0 125,986 0
Invesco DB Agriculture Fund AGRICULTURE FD 46140H106 1,766 80,719 SH   DFND 1 0 80,719 0
ISHARES MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 1,351 35,742 SH   DFND   0 35,742 0
ISHARES MSCI EUROZONE ETF MSCI EURZONE ETF 464286608 1,225 28,315 SH   DFND   0 28,315 0
ISHARES MSCI CHILE ETF MSCI CHILE ETF 464286640 474 16,297 SH   DFND   0 16,297 0
iShares MSCI Pacific ex Japan ETF MSCI PAC JP ETF 464286665 17 350 SH   DFND   0 350 0
ISHARES MSCI FRANCE ETF MSCI FRANCE ETF 464286707 2,528 71,566 SH   DFND   0 71,566 0
ISHARES MSCI SPAIN ETF MSCI SPAIN ETF 464286764 578 22,700 SH   DFND   0 22,700 0
ISHARES MSCI GERMANY ETF MSCI GERMANY ETF 464286806 825 29,050 SH   DFND   0 29,050 0
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 544 1,199 SH   DFND   0 1,199 0
iShares MSCI Emerging Markets ETF MSCI EMG MKT ETF 464287234 63 1,390 SH   DFND   0 1,390 0
ISHARES LATIN AMERICA 40 ETF LATN AMER 40 ETF 464287390 34 1,115 SH   DFND   0 1,115 0
ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 4,620 29,670 SH   DFND   0 29,670 0
ISHARES USTECHNOLOGY ETF U.S. TECH ETF 464287721 0 3 SH   DFND   0 3 0
ISHARES U.S. INDUSTRIALS ETF US INDUSTRIALS 464287754 1,922 18,234 SH   DFND   0 18,234 0
ISHARES EUROPE ETF EUROPE ETF 464287861 4,337 86,330 SH   DFND   0 86,330 0
ISHARES MSCI ALL COUNTRY ASI MSCI AC ASIA ETF 464288182 7,562 100,781 SH   DFND   0 100,781 0
iShares MSCI ACWI ETF MSCI ACWI ETF 464288257 181 1,800 SH   DFND   0 1,800 0
iShares MBS ETF MBS ETF 464288588 34,425 338,060 SH   DFND   0 338,060 0
iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF ISHS 1-5YR INVS 464288646 35,141 679,581 SH   DFND   0 679,581 0
ISHARES MSCI INDONESIA ETF MSCI INDONIA ETF 46429B309 253 10,240 SH   DFND   0 10,240 0
ISHARES MSCI TAIWAN ETF MSCI TAIWAN ETF 46434G772 4,435 72,170 SH   DFND   0 72,170 0
ISHARES MSCI JAPAN ETF MSCI JPN ETF NEW 46434G822 2,001 32,485 SH   DFND   0 32,485 0
ISHARES MSCI UNITED KINGDOM MSCI UK ETF NEW 46435G334 2,216 65,880 SH   DFND   0 65,880 0
ISHARES ESG AWARE MSCI USA ESG AWR MSCI USA 46435G425 681 6,715 SH   DFND   0 6,715 0
JPMorgan Chase & Co COM 46625H100 44,762 328,363 SH   DFND 1 0 328,363 0
JPMORGAN BETABUILDERS JAPAN BETABULDRS JAPAN 46641Q217 1,488 29,327 SH   DFND   0 29,327 0
Johnson & Johnson COM 478160104 169,117 954,225 SH   DFND 1 0 954,225 0
KLA Corp COM NEW 482480100 1,830 5,000 SH   DFND 1 0 5,000 0
KKR & Co Inc COM 48251W104 96,588 1,651,917 SH   DFND 1 0 1,651,917 0
Kroger Co/The COM 501044101 1,870 32,600 SH   DFND 1 0 32,600 0
Lam Research Corp COM 512807108 2,258 4,200 SH   DFND 1 0 4,200 0
Estee Lauder Cos Inc/The CL A 518439104 76,669 281,541 SH   DFND 1 0 281,541 0
Leggett & Platt Inc COM 524660107 901 25,900 SH   DFND 1 0 25,900 0
Lennar Corp CL A 526057104 14,164 174,497 SH   DFND 1 0 174,497 0
Eli Lilly & Co COM 532457108 116,128 405,516 SH   DFND 1 0 405,516 0
Lockheed Martin Corp COM 539830109 1,986 4,500 SH   DFND 1 0 4,500 0
Magna International Inc COM 559222401 1,086 16,900 SH   DFND 1 0 16,900 0
Markel Corp COM 570535104 76,860 52,100 SH   DFND 1 0 52,100 0
Mastercard Inc CL A 57636Q104 146,795 410,752 SH   DFND 1 0 410,752 0
Merck & Co Inc COM 58933Y105 84,520 1,030,109 SH   DFND 1 0 1,030,109 0
Microsoft Corp COM 594918104 498,549 1,617,039 SH   DFND 1 0 1,617,039 0
Mondelez International Inc CL A 609207105 1,745 27,800 SH   DFND 1 0 27,800 0
Moody's Corp COM 615369105 96,889 287,154 SH   DFND 1 0 287,154 0
Motorola Solutions Inc COM NEW 620076307 1,647 6,800 SH   DFND 1 0 6,800 0
Netflix Inc COM 64110L106 107,983 288,269 SH   DFND 1 0 288,269 0
NextEra Energy Inc COM 65339F101 92,728 1,094,654 SH   DFND 1 0 1,094,654 0
NIKE Inc CL B 654106103 43,771 325,292 SH   DFND 1 0 325,292 0
Northrop Grumman Corp COM 666807102 71,509 159,897 SH   DFND 1 0 159,897 0
Omnicom Group Inc COM 681919106 1,061 12,500 SH   DFND 1 0 12,500 0
Owens Corning COM 690742101 1,601 17,500 SH   DFND 1 0 17,500 0
PACCAR Inc COM 693718108 1,224 13,900 SH   DFND 1 0 13,900 0
Packaging Corp of America COM 695156109 1,186 7,600 SH   DFND 1 0 7,600 0
Parker-Hannifin Corp COM 701094104 1,249 4,400 SH   DFND 1 0 4,400 0
PayPal Holdings Inc COM 70450Y103 115,180 995,934 SH   DFND 1 0 995,934 0
PepsiCo Inc COM 713448108 20,446 122,152 SH   DFND 1 0 122,152 0
Pfizer Inc COM 717081103 102,561 1,981,090 SH   DFND 1 0 1,981,090 0
Pioneer Natural Resources Co COM 723787107 34,769 139,058 SH   DFND 1 0 139,058 0
Polaris Inc COM 731068102 695 6,600 SH   DFND 1 0 6,600 0
Pool Corp COM 73278L105 68,047 160,925 SH   DFND 1 0 160,925 0
T Rowe Price Group Inc COM 74144T108 1,542 10,200 SH   DFND 1 0 10,200 0
Principal Financial Group Inc COM 74251V102 1,153 15,700 SH   DFND 1 0 15,700 0
Procter & Gamble Co/The COM 742718109 45,183 295,699 SH   DFND 1 0 295,699 0
Quest Diagnostics Inc COM 74834L100 1,711 12,500 SH   DFND 1 0 12,500 0
Raytheon Technologies Corp COM 75513E101 53,409 539,102 SH   DFND 1 0 539,102 0
Regal Rexnord Corp COM 758750103 69,667 468,255 SH   DFND 1 0 468,255 0
ResMed Inc COM 761152107 48,291 199,131 SH   DFND 1 0 199,131 0
Rogers Communications Inc CL B 775109200 1,275 22,500 SH   DFND 1 0 22,500 0
S&P Global Inc COM 78409V104 102,397 249,639 SH   DFND 1 0 249,639 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103 27,192 60,208 SH   DFND   0 60,208 0
SPDR Portfolio Intermediate Term Corporate Bond ETF PORTFOLIO INTRMD 78464A375 47,909 1,402,903 SH   DFND   0 1,402,903 0
SPDR Portfolio Mortgage Backed Bond ETF PORTFLI MORTGAGE 78464A383 35,501 1,482,295 SH   DFND   0 1,482,295 0
SPDR S&P 600 Small CapETF S&P 600 SML CAP 78464A813 79 840 SH   DFND   0 840 0
SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 132 2,489 SH   DFND   0 2,489 0
Salesforce Inc COM 79466L302 115,342 543,248 SH   DFND 1 0 543,248 0
Charles Schwab Corp/The COM 808513105 32,750 388,452 SH   DFND 1 0 388,452 0
Sea Ltd SPONSORD ADS 81141R100 2,711 22,635 SH   DFND 1 0 22,635 0
MATERIALS SELECT SECTOR SPDR SBI MATERIALS 81369Y100 1,700 19,286 SH   DFND   0 19,286 0
HEALTH CARE SELECT SECTOR SBI HEALTHCARE 81369Y209 8,092 59,072 SH   DFND   0 59,072 0
CONSUMER STAPLES SPDR SBI CONS STPLS 81369Y308 1,916 25,241 SH   DFND   0 25,241 0
CONSUMER DISCRETIONARY SELT SBI CONS DISCR 81369Y407 15,254 82,455 SH   DFND   0 82,455 0
ENERGY SELECT SECTOR SPDR ENERGY 81369Y506 4,804 62,850 SH   DFND   0 62,850 0
FINANCIAL SELECT SECTOR SPDR FINANCIAL 81369Y605 15,618 407,561 SH   DFND   0 407,561 0
INDUSTRIAL SELECT SECT SPDR SBI INT-INDS 81369Y704 6,730 65,355 SH   DFND   0 65,355 0
TECHNOLOGY SELECT SECT SPDR TECHNOLOGY 81369Y803 26,821 168,757 SH   DFND   0 168,757 0
REAL ESTATE SELECT SECT SPDR RL EST SEL SEC 81369Y860 1,264 26,160 SH   DFND   0 26,160 0
UTILITIES SELECT SECTOR SPDR SBI INT-UTILS 81369Y886 1,169 15,699 SH   DFND   0 15,699 0
Skyworks Solutions Inc COM 83088M102 1,533 11,500 SH   DFND 1 0 11,500 0
Snap-on Inc COM 833034101 1,521 7,400 SH   DFND 1 0 7,400 0
SolarEdge Technologies Inc COM 83417M104 54,608 169,395 SH   DFND 1 0 169,395 0
Sonoco Products Co COM 835495102 744 11,900 SH   DFND 1 0 11,900 0
Southern Co/The COM 842587107 42,003 579,273 SH   DFND 1 0 579,273 0
Stanley Black & Decker Inc COM 854502101 895 6,400 SH   DFND 1 0 6,400 0
Sylvamo Corp COMMON STOCK 871332102 61 1,836 SH   DFND 1 0 1,836 0
Texas Instruments Inc COM 882508104 123,280 671,897 SH   DFND 1 0 671,897 0
Thor Industries Inc COM 885160101 512 6,500 SH   DFND 1 0 6,500 0
3M Co COM 88579Y101 1,385 9,300 SH   DFND 1 0 9,300 0
Tractor Supply Co COM 892356106 92,506 396,393 SH   DFND 1 0 396,393 0
Tyson Foods Inc CL A 902494103 1,380 15,400 SH   DFND 1 0 15,400 0
Uber Technologies Inc COM 90353T100 5,347 149,846 SH   DFND 1 0 149,846 0
Union Pacific Corp COM 907818108 34,362 125,773 SH   DFND 1 0 125,773 0
UnitedHealth Group Inc COM 91324P102 192,740 377,943 SH   DFND 1 0 377,943 0
VF Corp COM 918204108 864 15,200 SH   DFND 1 0 15,200 0
Valvoline Inc COM 92047W101 1,436 45,500 SH   DFND 1 0 45,500 0
VANECK MORNINGSTAR WIDE MOAT MRNGSTR WDE MOAT 92189F643 9,391 125,714 SH   DFND   0 125,714 0
VANGUARD FTSE EUROPE ETF FTSE EUROPE ETF 922042874 5,087 81,675 SH   DFND   0 81,675 0
VANGUARD CONSUMER STAPLE ETF CONSUM STP ETF 92204A207 1,751 8,937 SH   DFND   0 8,937 0
VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 4,120 44,115 SH   DFND   0 44,115 0
VANGUARD HEALTH CARE ETF HEALTH CAR ETF 92204A504 8,161 32,083 SH   DFND   0 32,083 0
VANGUARD INFO TECH ETF INF TECH ETF 92204A702 672 1,613 SH   DFND   0 1,613 0
VANGUARD COMMUNICATION SERVI COMM SRVC ETF 92204A884 11,428 95,197 SH   DFND   0 95,197 0
Vanguard Short-Term Corporate Bond ETF SHRT TRM CORP BD 92206C409 40,038 512,721 SH   DFND   0 512,721 0
Vanguard Mortgage-Backed Securities ETF MTG-BKD SECS ETF 92206C771 23,401 467,648 SH   DFND   0 467,648 0
Vanguard S&P 500 ETF S&P 500 ETF SHS 922908363 54,506 131,347 SH   DFND   0 131,347 0
Verizon Communications Inc COM 92343V104 1,701 33,400 SH   DFND 1 0 33,400 0
Visa Inc COM CL A 92826C839 160,915 725,593 SH   DFND 1 0 725,593 0
Walmart Inc COM 931142103 1,802 12,100 SH   DFND 1 0 12,100 0
WISDOMTREE US SMALLCAP FUND US SMALLCAP FUND 97717W562 5,361 111,785 SH   DFND   0 111,785 0
Yum China Holdings Inc COM 98850P109 575 13,836 SH   DFND 1 0 13,836 0
Deutsche Bank AG NAMEN AKT D18190898 126 9,834 SH   DFND   0 9,834 0
Deutsche Bank AG NAMEN AKT D18190898 7,571 592,564 SH   DFND 1 0 592,564 0
Accenture PLC SHS CLASS A G1151C101 4,519 13,400 SH   DFND 1 0 13,400 0
Eaton Corp PLC SHS G29183103 1,654 10,900 SH   DFND 1 0 10,900 0
Ferguson PLC SHS G3421J106 13,274 97,286 SH   DFND 1 0 97,286 0
Linde PLC SHS G5494J103 48,775 151,100 SH   DFND   0 151,100 0
Linde PLC SHS G5494J103 62,933 196,683 SH   DFND 1 0 196,683 0
Medtronic PLC SHS G5960L103 3,484 31,400 SH   DFND 1 0 31,400 0
Seagate Technology Holdings PLC ORD SHS G7997R103 1,016 11,300 SH   DFND 1 0 11,300 0
Alcon Inc ORD SHS H01301128 11,951 149,321 SH   DFND 1 0 149,321 0
UBS Group AG SHS H42097107 322 16,355 SH   DFND   0 16,355 0
UBS Group AG SHS H42097107 29,900 1,517,413 SH   DFND 1 0 1,517,413 0
Logitech International SA SHS H50430232 4,927 65,558 SH   DFND 1 0 65,558 0
TE Connectivity Ltd SHS H84989104 2,043 15,600 SH   DFND 1 0 15,600 0
CNH Industrial NV SHS N20944109 6,074 380,142 SH   DFND 1 0 380,142 0
Ferrari NV COM N3167Y103 5,544 25,136 SH   DFND 1 0 25,136 0
LyondellBasell Industries NV SHS - A - N53745100 1,275 12,400 SH   DFND 1 0 12,400 0
QIAGEN NV SHS NEW N72482123 3,928 79,456 SH   DFND 1 0 79,456 0
Stellantis NV SHS N82405106 8,687 528,742 SH   DFND   0 528,742 0
Stellantis NV SHS N82405106 18,826 1,146,090 SH   DFND 1 0 1,146,090 0