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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 28,211 238,813 SH   DFND 1 0 238,813 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 16,001 50,016 SH   DFND 1 0 50,016 0
ACTIVISION BLIZZARD INC COM 00507V109 25,530 329,891 SH   DFND 1 0 329,891 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 15,339 26,643 SH   DFND 1 0 26,643 0
ADVANCE AUTO PARTS INC COM 00751Y106 9,846 47,136 SH   DFND 1 0 47,136 0
ADVANCED MICRO DEVICES INC COM 007903107 65,383 635,402 SH   DFND 1 0 635,402 0
AES CORP COM 00130H105 5,766 252,562 SH   DFND 1 0 252,562 0
AGILENT TECHNOLOGIES INC COM 00846U101 18,208 115,582 SH   DFND 1 0 115,582 0
ALIGN TECHNOLOGY INC COM 016255101 12,376 18,598 SH   DFND 1 0 18,598 0
ALLEGION PLC ORD SHS G0176J109 666 5,035 SH   DFND 1 0 5,035 0
ALLIANT ENERGY CORP COM 018802108 4,224 75,459 SH   DFND 1 0 75,459 0
ALLSTATE CORP COM 020002101 6,597 51,820 SH   DFND 1 0 51,820 0
ALLY FINL INC COM 02005N100 10,772 211,013 SH   DFND 1 0 211,013 0
ALPHABET INC CAP STK CL C 02079K107 99,387 37,289 SH   DFND 1 0 37,289 0
ALPHABET INC CAP STK CL A 02079K305 78,249 29,268 SH   DFND 1 0 29,268 0
ALTICE USA INC CL A 02156K103 1,794 86,571 SH   DFND 1 0 86,571 0
ALTRIA GROUP INC COM 02209S103 14,242 312,864 SH   DFND 1 0 312,864 0
AMAZON COM INC COM 023135106 80,204 24,415 SH   DFND 1 0 24,415 0
AMCOR PLC ORD G0250X107 2,111 182,156 SH   DFND 1 0 182,156 0
AMEREN CORP COM 023608102 938 11,582 SH   DFND 1 0 11,582 0
AMERICAN ELEC PWR CO INC COM 025537101 18,953 233,470 SH   DFND 1 0 233,470 0
AMERICAN EXPRESS CO COM 025816109 397 2,370 SH   DFND 1 0 2,370 0
AMERICAN INTL GROUP INC COM NEW 026874784 3,033 55,253 SH   DFND 1 0 55,253 0
AMETEK INC COM 031100100 4,003 32,280 SH   DFND 1 0 32,280 0
AON PLC SHS CL A G0403H108 36,863 128,997 SH   DFND 1 0 128,997 0
APPLE INC COM 037833100 176,067 1,244,291 SH   DFND 1 0 1,244,291 0
ARCH CAP GROUP LTD ORD G0450A105 6,996 183,236 SH   DFND 1 0 183,236 0
ARCHER DANIELS MIDLAND CO COM 039483102 12,830 213,804 SH   DFND 1 0 213,804 0
ARISTA NETWORKS INC COM 040413106 1,002 2,916 SH   DFND 1 0 2,916 0
AT&T INC COM 00206R102 17,160 635,302 SH   DFND 1 0 635,302 0
ATMOS ENERGY CORP COM 049560105 588 6,669 SH   DFND 1 0 6,669 0
AUTOLIV INC COM 052800109 10,431 121,686 SH   DFND 1 0 121,686 0
AUTOMATIC DATA PROCESSING IN COM 053015103 16,183 80,946 SH   DFND 1 0 80,946 0
AUTOZONE INC COM 053332102 30,273 17,829 SH   DFND 1 0 17,829 0
AVERY DENNISON CORP COM 053611109 14,711 70,997 SH   DFND 1 0 70,997 0
BAKER HUGHES COMPANY CL A 05722G100 7,481 302,519 SH   DFND 1 0 302,519 0
BAXTER INTL INC COM 071813109 7,630 94,870 SH   DFND 1 0 94,870 0
BENTLEY SYS INC COM CL B 08265T208 910 15,004 SH   DFND 1 0 15,004 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,943 51,085 SH   DFND 1 0 51,085 0
BEST BUY INC COM 086516101 10,843 102,577 SH   DFND 1 0 102,577 0
BIO RAD LABS INC CL A 090572207 6,504 8,719 SH   DFND 1 0 8,719 0
BIO-TECHNE CORP COM 09073M104 6,582 13,583 SH   DFND 1 0 13,583 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 6,415 83,001 SH   DFND 1 0 83,001 0
BK OF AMERICA CORP COM 060505104 22,519 530,485 SH   DFND 1 0 530,485 0
BOOKING HOLDINGS INC COM 09857L108 7,665 3,229 SH   DFND 1 0 3,229 0
BORGWARNER INC COM 099724106 6,182 143,078 SH   DFND 1 0 143,078 0
BOSTON BEER INC CL A 100557107 2,746 5,387 SH   DFND 1 0 5,387 0
BOSTON SCIENTIFIC CORP COM 101137107 3,929 90,550 SH   DFND 1 0 90,550 0
BRISTOL-MYERS SQUIBB CO COM 110122108 21,579 364,693 SH   DFND 1 0 364,693 0
BROWN & BROWN INC COM 115236101 9,874 178,063 SH   DFND 1 0 178,063 0
BROWN FORMAN CORP CL B 115637209 6,289 93,845 SH   DFND 1 0 93,845 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 990 11,380 SH   DFND 1 0 11,380 0
CADENCE DESIGN SYSTEM INC COM 127387108 289 1,911 SH   DFND 1 0 1,911 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 2,003 17,839 SH   DFND 1 0 17,839 0
CAMDEN PPTY TR SH BEN INT 133131102 7,400 50,183 SH   DFND 1 0 50,183 0
CAMPBELL SOUP CO COM 134429109 7,560 180,817 SH   DFND 1 0 180,817 0
CAPITAL ONE FINL CORP COM 14040H105 15,557 96,049 SH   DFND 1 0 96,049 0
CARDINAL HEALTH INC COM 14149Y108 36,393 735,816 SH   DFND 1 0 735,816 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,140 45,585 SH   DFND 1 0 45,585 0
CATERPILLAR INC COM 149123101 8,970 46,726 SH   DFND 1 0 46,726 0
CENTENE CORP DEL COM 15135B101 939 15,067 SH   DFND 1 0 15,067 0
CERNER CORP COM 156782104 16,500 233,971 SH   DFND 1 0 233,971 0
CF INDS HLDGS INC COM 125269100 18,405 329,720 SH   DFND 1 0 329,720 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 42,807 58,837 SH   DFND 1 0 58,837 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 8,848 78,277 SH   DFND 1 0 78,277 0
CHEVRON CORP NEW COM 166764100 33,982 334,963 SH   DFND 1 0 334,963 0
CHEWY INC CL A 16679L109 9,521 139,793 SH   DFND 1 0 139,793 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 31,481 17,321 SH   DFND 1 0 17,321 0
CHUBB LIMITED COM H1467J104 3,778 21,776 SH   DFND 1 0 21,776 0
CIGNA CORP NEW COM 125523100 31,714 158,442 SH   DFND 1 0 158,442 0
CINTAS CORP COM 172908105 6,635 17,429 SH   DFND 1 0 17,429 0
CITIGROUP INC COM NEW 172967424 12,763 181,862 SH   DFND 1 0 181,862 0
CLOROX CO DEL COM 189054109 5,599 33,807 SH   DFND 1 0 33,807 0
CME GROUP INC COM 12572Q105 10,789 55,792 SH   DFND 1 0 55,792 0
CMS ENERGY CORP COM 125896100 8,666 145,091 SH   DFND 1 0 145,091 0
COCA COLA CO COM 191216100 52,787 1,006,034 SH   DFND 1 0 1,006,034 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 373 6,750 SH   DFND 1 0 6,750 0
COGNEX CORP COM 192422103 8,437 105,172 SH   DFND 1 0 105,172 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 26,159 352,504 SH   DFND 1 0 352,504 0
COLGATE PALMOLIVE CO COM 194162103 12,717 168,263 SH   DFND 1 0 168,263 0
CONOCOPHILLIPS COM 20825C104 10,497 154,892 SH   DFND 1 0 154,892 0
CONSOLIDATED EDISON INC COM 209115104 1,736 23,912 SH   DFND 1 0 23,912 0
CORNING INC COM 219350105 20,376 558,410 SH   DFND 1 0 558,410 0
CORTEVA INC COM 22052L104 7,110 168,956 SH   DFND 1 0 168,956 0
COSTAR GROUP INC COM 22160N109 1,748 20,317 SH   DFND 1 0 20,317 0
COSTCO WHSL CORP NEW COM 22160K105 2,722 6,058 SH   DFND 1 0 6,058 0
CROWDSTRIKE HLDGS INC CL A 22788C105 41,391 168,407 SH   DFND 1 0 168,407 0
CROWN CASTLE INTL CORP NEW COM 22822V101 12,740 73,505 SH   DFND 1 0 73,505 0
CROWN HLDGS INC COM 228368106 3,994 39,634 SH   DFND 1 0 39,634 0
CSX CORP COM 126408103 17,800 598,513 SH   DFND 1 0 598,513 0
CUMMINS INC COM 231021106 19,088 85,001 SH   DFND 1 0 85,001 0
D R HORTON INC COM 23331A109 7,581 90,284 SH   DFND 1 0 90,284 0
DANAHER CORPORATION COM 235851102 431 1,416 SH   DFND 1 0 1,416 0
DARDEN RESTAURANTS INC COM 237194105 16,501 108,942 SH   DFND 1 0 108,942 0
DATADOG INC CL A COM 23804L103 17,949 126,984 SH   DFND 1 0 126,984 0
DAVITA INC COM 23918K108 10,496 90,281 SH   DFND 1 0 90,281 0
DEERE & CO COM 244199105 17,206 51,350 SH   DFND 1 0 51,350 0
DIGITAL RLTY TR INC COM 253868103 1,331 9,214 SH   DFND 1 0 9,214 0
DISCOVER FINL SVCS COM 254709108 5,730 46,645 SH   DFND 1 0 46,645 0
DOCUSIGN INC COM 256163106 46,342 180,017 SH   DFND 1 0 180,017 0
DOMINOS PIZZA INC COM 25754A201 20,011 41,956 SH   DFND 1 0 41,956 0
DOORDASH INC CL A 25809K105 8,061 39,133 SH   DFND 1 0 39,133 0
DOW INC COM 260557103 15,997 277,914 SH   DFND 1 0 277,914 0
DROPBOX INC CL A 26210C104 24,641 843,289 SH   DFND 1 0 843,289 0
DTE ENERGY CO COM 233331107 4,392 39,312 SH   DFND 1 0 39,312 0
DUKE ENERGY CORP NEW COM NEW 26441C204 6,963 71,352 SH   DFND 1 0 71,352 0
DUPONT DE NEMOURS INC COM 26614N102 12,722 187,119 SH   DFND 1 0 187,119 0
DYNATRACE INC COM NEW 268150109 4,030 56,779 SH   DFND 1 0 56,779 0
EASTMAN CHEM CO COM 277432100 9,957 98,836 SH   DFND 1 0 98,836 0
EDISON INTL COM 281020107 4,349 78,410 SH   DFND 1 0 78,410 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,722 24,043 SH   DFND 1 0 24,043 0
ELANCO ANIMAL HEALTH INC COM 28414H103 5,494 172,270 SH   DFND 1 0 172,270 0
ENPHASE ENERGY INC COM 29355A107 30,119 200,834 SH   DFND 1 0 200,834 0
ENTERGY CORP NEW COM 29364G103 3,035 30,564 SH   DFND 1 0 30,564 0
EOG RES INC COM 26875P101 9,796 122,033 SH   DFND 1 0 122,033 0
EPAM SYS INC COM 29414B104 11,189 19,614 SH   DFND 1 0 19,614 0
EQUITABLE HLDGS INC COM 29452E101 9,994 337,184 SH   DFND 1 0 337,184 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 1,759 21,735 SH   DFND 1 0 21,735 0
ESSENTIAL UTILS INC COM 29670G102 399 8,660 SH   DFND 1 0 8,660 0
ESSEX PPTY TR INC COM 297178105 1,055 3,300 SH   DFND 1 0 3,300 0
EVEREST RE GROUP LTD COM G3223R108 3,052 12,171 SH   DFND 1 0 12,171 0
EVERGY INC COM 30034W106 754 12,115 SH   DFND 1 0 12,115 0
EVERSOURCE ENERGY COM 30040W108 891 10,901 SH   DFND 1 0 10,901 0
EXTRA SPACE STORAGE INC COM 30225T102 10,377 61,771 SH   DFND 1 0 61,771 0
EXXON MOBIL CORP COM 30231G102 1,311 22,284 SH   DFND 1 0 22,284 0
FACEBOOK INC CL A 30303M102 76,672 225,910 SH   DFND 1 0 225,910 0
FACTSET RESH SYS INC COM 303075105 404 1,024 SH   DFND 1 0 1,024 0
FAIR ISAAC CORP COM 303250104 16,164 40,619 SH   DFND 1 0 40,619 0
FEDEX CORP COM 31428X106 51,254 233,729 SH   DFND 1 0 233,729 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 8,103 178,714 SH   DFND 1 0 178,714 0
GALLAGHER ARTHUR J & CO COM 363576109 410 2,758 SH   DFND 1 0 2,758 0
GARTNER INC COM 366651107 19,280 63,446 SH   DFND 1 0 63,446 0
GILEAD SCIENCES INC COM 375558103 5,985 85,688 SH   DFND 1 0 85,688 0
GLOBAL PMTS INC COM 37940X102 23,874 151,503 SH   DFND 1 0 151,503 0
GOLDMAN SACHS GROUP INC COM 38141G104 36,275 95,957 SH   DFND 1 0 95,957 0
HALLIBURTON CO COM 406216101 256 11,835 SH   DFND 1 0 11,835 0
HEICO CORP NEW COM 422806109 11,336 85,966 SH   DFND 1 0 85,966 0
HESS CORP COM 42809H107 9,033 115,642 SH   DFND 1 0 115,642 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,423 10,774 SH   DFND 1 0 10,774 0
HONEYWELL INTL INC COM 438516106 1,963 9,245 SH   DFND 1 0 9,245 0
HOWMET AEROSPACE INC COM 443201108 6,981 223,761 SH   DFND 1 0 223,761 0
HUBSPOT INC COM 443573100 1,216 1,798 SH   DFND 1 0 1,798 0
HUMANA INC COM 444859102 22,705 58,345 SH   DFND 1 0 58,345 0
IDEX CORP COM 45167R104 2,678 12,941 SH   DFND 1 0 12,941 0
IDEXX LABS INC COM 45168D104 12,373 19,896 SH   DFND 1 0 19,896 0
ILLINOIS TOOL WKS INC COM 452308109 30,210 146,202 SH   DFND 1 0 146,202 0
ILLUMINA INC COM 452327109 38,561 95,070 SH   DFND 1 0 95,070 0
INCYTE CORP COM 45337C102 8,634 125,526 SH   DFND 1 0 125,526 0
INGERSOLL RAND INC COM 45687V106 5,026 99,695 SH   DFND 1 0 99,695 0
INTEL CORP COM 458140100 5,104 95,803 SH   DFND 1 0 95,803 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 35,510 309,265 SH   DFND 1 0 309,265 0
INTUIT COM 461202103 17,718 32,841 SH   DFND 1 0 32,841 0
INTUITIVE SURGICAL INC COM NEW 46120E602 25,698 25,849 SH   DFND 1 0 25,849 0
INVITATION HOMES INC COM 46187W107 1,260 32,862 SH   DFND 1 0 32,862 0
IPG PHOTONICS CORP COM 44980X109 2,042 12,890 SH   DFND 1 0 12,890 0
IQVIA HLDGS INC COM 46266C105 20,970 87,541 SH   DFND 1 0 87,541 0
IRON MTN INC NEW COM 46284V101 1,520 34,982 SH   DFND 1 0 34,982 0
JOHNSON & JOHNSON COM 478160104 36,375 225,231 SH   DFND 1 0 225,231 0
JPMORGAN CHASE & CO COM 46625H100 7,305 44,626 SH   DFND 1 0 44,626 0
KEYCORP COM 493267108 15,541 718,843 SH   DFND 1 0 718,843 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 973 5,923 SH   DFND 1 0 5,923 0
KINDER MORGAN INC DEL COM 49456B101 7,067 422,442 SH   DFND 1 0 422,442 0
KLA CORP COM NEW 482480100 16,557 49,497 SH   DFND 1 0 49,497 0
KRAFT HEINZ CO COM 500754106 10,814 293,690 SH   DFND 1 0 293,690 0
KROGER CO COM 501044101 19,613 485,109 SH   DFND 1 0 485,109 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 9,369 33,288 SH   DFND 1 0 33,288 0
LAM RESEARCH CORP COM 512807108 60,774 106,780 SH   DFND 1 0 106,780 0
LAMB WESTON HLDGS INC COM 513272104 18,118 295,230 SH   DFND 1 0 295,230 0
LAS VEGAS SANDS CORP COM 517834107 955 26,094 SH   DFND 1 0 26,094 0
LAUDER ESTEE COS INC CL A 518439104 22,386 74,636 SH   DFND 1 0 74,636 0
LEAR CORP COM NEW 521865204 11,971 76,500 SH   DFND 1 0 76,500 0
LENNOX INTL INC COM 526107107 3,593 12,214 SH   DFND 1 0 12,214 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 681 23,124 SH   DFND 1 0 23,124 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 9,567 321,031 SH   DFND 1 0 321,031 0
LILLY ELI & CO COM 532457108 18,262 79,041 SH   DFND 1 0 79,041 0
LINDE PLC SHS G5494J103 25,418 86,640 SH   DFND 1 0 86,640 0
LIVE NATION ENTERTAINMENT IN COM 538034109 13,812 151,560 SH   DFND 1 0 151,560 0
LKQ CORP COM 501889208 4,935 98,063 SH   DFND 1 0 98,063 0
LOCKHEED MARTIN CORP COM 539830109 6,056 17,548 SH   DFND 1 0 17,548 0
LOEWS CORP COM 540424108 1,030 19,093 SH   DFND 1 0 19,093 0
LOWES COS INC COM 548661107 78,832 388,601 SH   DFND 1 0 388,601 0
LULULEMON ATHLETICA INC COM 550021109 5,448 13,463 SH   DFND 1 0 13,463 0
LUMEN TECHNOLOGIES INC COM 550241103 3,665 295,829 SH   DFND 1 0 295,829 0
LYFT INC CL A COM 55087P104 13,916 259,667 SH   DFND 1 0 259,667 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,113 33,168 SH   DFND 1 0 33,168 0
MARATHON PETE CORP COM 56585A102 3,179 51,434 SH   DFND 1 0 51,434 0
MARRIOTT INTL INC NEW CL A 571903202 18,900 127,625 SH   DFND 1 0 127,625 0
MASTERCARD INCORPORATED CL A 57636Q104 17,766 51,100 SH   DFND 1 0 51,100 0
MCKESSON CORP COM 58155Q103 1,646 8,255 SH   DFND 1 0 8,255 0
MEDTRONIC PLC SHS G5960L103 29,684 236,805 SH   DFND 1 0 236,805 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 1,199 117,052 SH   DFND 1 0 117,052 0
MERCADOLIBRE INC COM 58733R102 16,364 9,744 SH   DFND 1 0 9,744 0
METLIFE INC COM 59156R108 43,383 702,781 SH   DFND 1 0 702,781 0
METTLER TOLEDO INTERNATIONAL COM 592688105 2,975 2,160 SH   DFND 1 0 2,160 0
MGM RESORTS INTERNATIONAL COM 552953101 15,052 348,826 SH   DFND 1 0 348,826 0
MICRON TECHNOLOGY INC COM 595112103 44,897 632,535 SH   DFND 1 0 632,535 0
MICROSOFT CORP COM 594918104 164,596 583,841 SH   DFND 1 0 583,841 0
MODERNA INC COM 60770K107 24,302 63,144 SH   DFND 1 0 63,144 0
MONDELEZ INTL INC CL A 609207105 8,198 140,900 SH   DFND 1 0 140,900 0
MONGODB INC CL A 60937P106 4,761 10,098 SH   DFND 1 0 10,098 0
MONOLITHIC PWR SYS INC COM 609839105 255 527 SH   DFND 1 0 527 0
MONSTER BEVERAGE CORP NEW COM 61174X109 23,138 260,475 SH   DFND 1 0 260,475 0
MOODYS CORP COM 615369105 4,991 14,056 SH   DFND 1 0 14,056 0
MORGAN STANLEY COM NEW 617446448 33,060 339,738 SH   DFND 1 0 339,738 0
MOSAIC CO NEW COM 61945C103 784 21,948 SH   DFND 1 0 21,948 0
NETFLIX INC COM 64110L106 21,387 35,041 SH   DFND 1 0 35,041 0
NEWELL BRANDS INC COM 651229106 1,823 82,349 SH   DFND 1 0 82,349 0
NEWS CORP NEW CL A 65249B109 19,554 831,031 SH   DFND 1 0 831,031 0
NIKE INC CL B 654106103 35,414 243,845 SH   DFND 1 0 243,845 0
NISOURCE INC COM 65473P105 13,694 565,171 SH   DFND 1 0 565,171 0
NORFOLK SOUTHN CORP COM 655844108 238 996 SH   DFND 1 0 996 0
NORTHROP GRUMMAN CORP COM 666807102 20,005 55,545 SH   DFND 1 0 55,545 0
NORTONLIFELOCK INC COM 668771108 5,752 227,352 SH   DFND 1 0 227,352 0
NOVAVAX INC COM NEW 670002401 23,233 112,069 SH   DFND 1 0 112,069 0
NVIDIA CORPORATION COM 67066G104 37,521 181,120 SH   DFND 1 0 181,120 0
OCCIDENTAL PETE CORP COM 674599105 37,365 1,263,192 SH   DFND 1 0 1,263,192 0
ON SEMICONDUCTOR CORP COM 682189105 6,582 143,800 SH   DFND 1 0 143,800 0
OREILLY AUTOMOTIVE INC COM 67103H107 4,816 7,881 SH   DFND 1 0 7,881 0
OTIS WORLDWIDE CORP COM 68902V107 13,931 169,307 SH   DFND 1 0 169,307 0
OWENS CORNING NEW COM 690742101 11,280 131,931 SH   DFND 1 0 131,931 0
PACCAR INC COM 693718108 1,083 13,728 SH   DFND 1 0 13,728 0
PALO ALTO NETWORKS INC COM 697435105 23,186 48,404 SH   DFND 1 0 48,404 0
PARKER-HANNIFIN CORP COM 701094104 46,209 165,258 SH   DFND 1 0 165,258 0
PAYCHEX INC COM 704326107 19,164 170,421 SH   DFND 1 0 170,421 0
PAYCOM SOFTWARE INC COM 70432V102 30,192 60,901 SH   DFND 1 0 60,901 0
PENN NATL GAMING INC COM 707569109 219 3,022 SH   DFND 1 0 3,022 0
PERKINELMER INC COM 714046109 612 3,532 SH   DFND 1 0 3,532 0
PFIZER INC COM 717081103 36,081 838,907 SH   DFND 1 0 838,907 0
PINNACLE WEST CAP CORP COM 723484101 402 5,562 SH   DFND 1 0 5,562 0
POOL CORP COM 73278L105 15,370 35,381 SH   DFND 1 0 35,381 0
PROCTER AND GAMBLE CO COM 742718109 202 1,448 SH   DFND 1 0 1,448 0
PROLOGIS INC. COM 74340W103 2,563 20,430 SH   DFND 1 0 20,430 0
PTC INC COM 69370C100 1,817 15,171 SH   DFND 1 0 15,171 0
PUBLIC STORAGE COM 74460D109 7,542 25,385 SH   DFND 1 0 25,385 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 5,571 91,479 SH   DFND 1 0 91,479 0
PULTE GROUP INC COM 745867101 5,635 122,707 SH   DFND 1 0 122,707 0
QUALCOMM INC COM 747525103 367 2,847 SH   DFND 1 0 2,847 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 7,533 87,635 SH   DFND 1 0 87,635 0
REALTY INCOME CORP COM 756109104 1,348 20,786 SH   DFND 1 0 20,786 0
REGENCY CTRS CORP COM 758849103 1,278 18,988 SH   DFND 1 0 18,988 0
REGENERON PHARMACEUTICALS COM 75886F107 3,893 6,433 SH   DFND 1 0 6,433 0
RINGCENTRAL INC CL A 76680R206 12,238 56,265 SH   DFND 1 0 56,265 0
ROKU INC COM CL A 77543R102 5,148 16,428 SH   DFND 1 0 16,428 0
ROLLINS INC COM 775711104 799 22,628 SH   DFND 1 0 22,628 0
ROSS STORES INC COM 778296103 7,231 66,429 SH   DFND 1 0 66,429 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,302 14,634 SH   DFND 1 0 14,634 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 5,601 154,992 SH   DFND 1 0 154,992 0
S&P GLOBAL INC COM 78409V104 48,711 114,644 SH   DFND 1 0 114,644 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 19,042 57,603 SH   DFND 1 0 57,603 0
SEI INVTS CO COM 784117103 5,323 89,762 SH   DFND 1 0 89,762 0
SERVICENOW INC COM 81762P102 15,445 24,821 SH   DFND 1 0 24,821 0
SIMON PPTY GROUP INC NEW COM 828806109 18,341 141,121 SH   DFND 1 0 141,121 0
SIRIUS XM HOLDINGS INC COM 82968B103 22,776 3,733,820 SH   DFND 1 0 3,733,820 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,742 14,110 SH   DFND 1 0 14,110 0
SOUTHERN CO COM 842587107 1,138 18,364 SH   DFND 1 0 18,364 0
SOUTHWEST AIRLS CO COM 844741108 4,584 89,140 SH   DFND 1 0 89,140 0
SQUARE INC CL A 852234103 3,350 13,967 SH   DFND 1 0 13,967 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 8,272 119,191 SH   DFND 1 0 119,191 0
STARBUCKS CORP COM 855244109 12,630 114,500 SH   DFND 1 0 114,500 0
STEEL DYNAMICS INC COM 858119100 2,835 48,482 SH   DFND 1 0 48,482 0
SUN CMNTYS INC COM 866674104 1,424 7,691 SH   DFND 1 0 7,691 0
SVB FINANCIAL GROUP COM 78486Q101 7,385 11,417 SH   DFND 1 0 11,417 0
SYNOPSYS INC COM 871607107 223 745 SH   DFND 1 0 745 0
SYSCO CORP COM 871829107 12,322 156,963 SH   DFND 1 0 156,963 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,319 41,017 SH   DFND 1 0 41,017 0
TARGET CORP COM 87612E106 14,636 63,979 SH   DFND 1 0 63,979 0
TE CONNECTIVITY LTD REG SHS H84989104 5,557 40,498 SH   DFND 1 0 40,498 0
TELEDYNE TECHNOLOGIES INC COM 879360105 4,260 9,916 SH   DFND 1 0 9,916 0
TERADYNE INC COM 880770102 9,085 83,222 SH   DFND 1 0 83,222 0
TESLA INC COM 88160R101 41,124 53,030 SH   DFND 1 0 53,030 0
TEXAS INSTRS INC COM 882508104 3,491 18,162 SH   DFND 1 0 18,162 0
TEXTRON INC COM 883203101 22,108 316,692 SH   DFND 1 0 316,692 0
THE TRADE DESK INC COM CL A 88339J105 1,309 18,618 SH   DFND 1 0 18,618 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,531 20,182 SH   DFND 1 0 20,182 0
TJX COS INC NEW COM 872540109 3,337 50,583 SH   DFND 1 0 50,583 0
TRACTOR SUPPLY CO COM 892356106 3,683 18,176 SH   DFND 1 0 18,176 0
TRANSDIGM GROUP INC COM 893641100 6,046 9,681 SH   DFND 1 0 9,681 0
TRANSUNION COM 89400J107 9,887 88,033 SH   DFND 1 0 88,033 0
TRIMBLE INC COM 896239100 4,667 56,743 SH   DFND 1 0 56,743 0
TWILIO INC CL A 90138F102 843 2,641 SH   DFND 1 0 2,641 0
UBER TECHNOLOGIES INC COM 90353T100 23,703 529,091 SH   DFND 1 0 529,091 0
UDR INC COM 902653104 14,010 264,437 SH   DFND 1 0 264,437 0
ULTA BEAUTY INC COM 90384S303 1,533 4,247 SH   DFND 1 0 4,247 0
UNION PAC CORP COM 907818108 9,475 48,338 SH   DFND 1 0 48,338 0
UNITEDHEALTH GROUP INC COM 91324P102 34,630 88,627 SH   DFND 1 0 88,627 0
US BANCORP DEL COM NEW 902973304 523 8,806 SH   DFND 1 0 8,806 0
VAIL RESORTS INC COM 91879Q109 1,758 5,264 SH   DFND 1 0 5,264 0
VEEVA SYS INC CL A COM 922475108 6,533 22,670 SH   DFND 1 0 22,670 0
VERIZON COMMUNICATIONS INC COM 92343V104 31,278 579,108 SH   DFND 1 0 579,108 0
VERTEX PHARMACEUTICALS INC COM 92532F100 22,263 122,737 SH   DFND 1 0 122,737 0
VIACOMCBS INC CL B 92556H206 14,529 367,729 SH   DFND 1 0 367,729 0
VIATRIS INC COM 92556V106 13,612 1,004,545 SH   DFND 1 0 1,004,545 0
VICI PPTYS INC COM 925652109 16,213 570,695 SH   DFND 1 0 570,695 0
VISA INC COM CL A 92826C839 67,447 302,792 SH   DFND 1 0 302,792 0
VISTRA CORP COM 92840M102 5,719 334,433 SH   DFND 1 0 334,433 0
VORNADO RLTY TR SH BEN INT 929042109 1,013 24,106 SH   DFND 1 0 24,106 0
VOYA FINANCIAL INC COM 929089100 6,032 98,263 SH   DFND 1 0 98,263 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,726 79,188 SH   DFND 1 0 79,188 0
WALMART INC COM 931142103 43,118 309,358 SH   DFND 1 0 309,358 0
WASTE MGMT INC DEL COM 94106L109 6,573 44,006 SH   DFND 1 0 44,006 0
WATERS CORP COM 941848103 10,356 28,985 SH   DFND 1 0 28,985 0
WEC ENERGY GROUP INC COM 92939U106 941 10,672 SH   DFND 1 0 10,672 0
WELLS FARGO CO NEW COM 949746101 9,487 204,409 SH   DFND 1 0 204,409 0
WESTROCK CO COM 96145D105 682 13,687 SH   DFND 1 0 13,687 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 10,923 307,071 SH   DFND 1 0 307,071 0
WHIRLPOOL CORP COM 963320106 1,545 7,581 SH   DFND 1 0 7,581 0
WILLIAMS COS INC COM 969457100 3,054 117,714 SH   DFND 1 0 117,714 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 32,894 141,504 SH   DFND 1 0 141,504 0
WORKDAY INC CL A 98138H101 23,157 92,670 SH   DFND 1 0 92,670 0
WP CAREY INC COM 92936U109 646 8,845 SH   DFND 1 0 8,845 0
XCEL ENERGY INC COM 98389B100 703 11,240 SH   DFND 1 0 11,240 0
XPO LOGISTICS INC COM 983793100 839 10,543 SH   DFND 1 0 10,543 0
ZENDESK INC COM 98936J101 20,966 180,132 SH   DFND 1 0 180,132 0
ZILLOW GROUP INC CL A 98954M101 889 10,035 SH   DFND 1 0 10,035 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 5,884 40,200 SH   DFND 1 0 40,200 0
ZOETIS INC CL A 98978V103 14,128 72,774 SH   DFND 1 0 72,774 0
ZSCALER INC COM 98980G102 18,328 69,895 SH   DFND 1 0 69,895 0