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COM COM 55306N104 23 88 SH DFND 88 0 0 MACYS INC COM COM 55616P104 105 4596 SH DFND 4596 0 0 BRINKS CO COM COM 109696104 37 365 SH DFND 365 0 0 TTM TECHNOLOGIES INC COM COM 87305R109 44 358 SH DFND 358 0 0 WEX INC COM COM 96208T104 7852 46544 SH DFND 433 0 46111 ARROWHEAD PHARMACEUTICALS IN COM COM 04280A100 28 435 SH DFND 435 0 0 PHINIA INC COMMON STOCK COMMON STOCK 71880K101 42 704 SH DFND 704 0 0 SK TELECOM CO LTD SPONSORED ADR SPONSORED ADR 78440P306 75 2153 SH DFND 2153 0 0 GARRETT MOTION INC COM COM 366505105 63 2420 SH DFND 2420 0 0 SMITHFIELD FOODS INC COM COM 832248207 44 2374 SH DFND 2374 0 0 HERC HLDGS INC COM COM 42704L104 21 167 SH DFND 167 0 0 MODINE MFG CO COM COM 607828100 19 99 SH DFND 99 0 0 CERENCE INC COM COM 156727109 518 66200 SH DFND 66200 0 0 DIGI INTL INC COM COM 253798102 662 8685 SH DFND 8685 0 0 HEXCEL CORP NEW COM NEW COM 428291108 503 5994 SH DFND 5994 0 0 APPLE HOSPITALITY REIT INC COM NEW NEW COM 03784Y200 79 4876 SH DFND 4876 0 0 COCA-COLA FEMSA SAB DE CV SPONS ADS REP SPONSORED ADR REP 191241108 19 180 SH DFND 180 0 0 SLIDE INS HLDGS INC COM COM 831349105 64 2877 SH DFND 2877 0 0 ELI LILLY & CO COM COM 532457108 226282 195563 SH DFND 165836 0 29727 RESMED INC COM COM 761152107 2529 11439 SH DFND 11439 0 0 WABTEC COM COM 929740108 4703 16375 SH DFND 16375 0 0 WELLS FARGO & CO COM COM 949746101 43939 573074 SH DFND 334561 0 238513 BROADCOM INC COM COM 11135F101 307519 882738 SH DFND 696902 0 185836 CDW CORP COM COM 12514G108 2135 16658 SH DFND 16658 0 0 MICROSOFT CORP COM COM 594918104 804622 1579971 SH DFND 1324264 0 255707 CADENCE DESIGN SYSTEM INC COM COM 127387108 5557 16829 SH DFND 16829 0 0 CARDINAL HEALTH INC COM COM 14149Y108 16286 73196 SH DFND 54809 0 18387 WW GRAINGER INC COM COM 384802104 45170 36259 SH DFND 27710 0 8549 NETAPP INC COM COM 64110D104 49263 234498 SH DFND 163432 0 71066 NUCOR CORP COM COM 670346105 4299 18391 SH DFND 18391 0 0 ALPHABET INC CAP STK CL A CL A 02079K305 771660 2258040 SH DFND 1918837 0 339203 CORNING INC COM COM 219350105 20159 131109 SH DFND 79527 0 51582 ILLUMINA INC COM COM 452327109 3780 13810 SH DFND 13810 0 0 PACCAR INC COM COM 693718108 3654 33273 SH DFND 33273 0 0 ELEVANCE HEALTH INC FORMERLY COM COM 036752103 21688 59218 SH DFND 26307 0 32911 PAYPAL HLDGS INC COM COM 70450Y103 8557 162892 SH DFND 162892 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 48941 75900 SH DFND 37424 0 38476 KIMBERLY-CLARK CORP COM COM 494368103 2956 30327 SH DFND 30327 0 0 WP CAREY INC COM COM 92936U109 3660 56625 SH DFND 56625 0 0 APPLOVIN CORP COM CL A COM CL A 03831W108 30885 106341 SH DFND 94977 0 11364 GE VERNOVA INC COM COM 36828A101 29132 30649 SH DFND 24770 0 5879 ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS SPONSORED ADS 04965M106 2563 78559 SH DFND 49378 0 29181 FIFTH THIRD BANCORP COM COM 316773100 8242 162952 SH DFND 162952 0 0 DELTA AIR LINES INC COM NEW COM NEW 247361702 16703 200126 SH DFND 200126 0 0 ACADIA HEALTHCARE COMPANY IN COM COM 00404A109 6944 252505 SH DFND 252505 0 0 PINNACLE FINL PARTNERS INC COM COM 72348N109 7248 77423 SH DFND 77423 0 0 EVERGY INC COM COM 30034W106 2963 37764 SH DFND 37764 0 0 INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 8425 55419 SH DFND 55419 0 0 BERKLEY W R CORP COM COM 084423102 1208 17881 SH DFND 17881 0 0 VULCAN MATLS CO COM COM 929160109 1273 5204 SH DFND 5204 0 0 WARNER BROS DISCOVERY INC COM SER A COM SER A 934423104 3072 99246 SH DFND 99246 0 0 EXELON CORP COM COM 30161N101 2370 58658 SH DFND 58658 0 0 S&P GLOBAL INC COM COM 78409V104 19851 54065 SH DFND 25325 0 28740 WEYERHAEUSER CO COM NEW COM NEW 962166104 1123 58964 SH DFND 58964 0 0 FIDELITY NATL INFORMATION SV COM COM 31620M106 13477 456782 SH DFND 145072 0 311710 SEMPRA COM COM 816851109 2822 36193 SH DFND 36193 0 0 YUM BRANDS INC COM COM 988498101 2485 18229 SH DFND 18229 0 0 METTLER TOLEDO INTERNATIONAL COM COM 592688105 1302 862 SH DFND 862 0 0 MICROCHIP TECHNOLOGY INC. COM COM 595017104 1641 21095 SH DFND 21095 0 0 SNAP ON INC COM COM 833034101 804 2214 SH DFND 2214 0 0 MONOLITHIC PWR SYS INC COM COM 609839105 2478 1839 SH DFND 1839 0 0 CITIZENS FINL GROUP INC COM COM 174610105 1456 22836 SH DFND 22836 0 0 HEALTHPEAK PROPERTIES INC COM COM 42250P103 411 20598 SH DFND 20598 0 0 CONOCOPHILLIPS COM COM 20825C104 27542 220070 SH DFND 178860 0 41210 HUNT J B TRANS SVCS INC COM COM 445658107 706 3151 SH DFND 3151 0 0 AMERICAN ELEC PWR CO INC COM COM 025537101 3334 28104 SH DFND 28104 0 0 ILLINOIS TOOL WKS INC COM COM 452308109 37587 146092 SH DFND 101261 0 44831 AMERICAN WTR WKS CO INC NEW COM COM 030420103 14963 116823 SH DFND 26109 0 90714 DANAHER CORP DEL COM COM 235851102 6757 30501 SH DFND 30501 0 0 DEXCOM INC COM COM 252131107 10984 127291 SH DFND 24476 0 102815 KEYCORP COM COM 493267108 1024 51004 SH DFND 51004 0 0 EMERSON ELEC CO COM COM 291011104 4539 29267 SH DFND 29267 0 0 PUBLIC STORAGE COM COM 74460D109 2664 9417 SH DFND 9417 0 0 ENTEGRIS INC COM COM 29362U104 564 3661 SH DFND 3661 0 0 FIRST CTZNS BANCSHARES INC D CL A CL A 31946M103 1061 515 SH DFND 515 0 0 LPL FINL HLDGS INC COM COM 50212V100 1059 3462 SH DFND 3462 0 0 AECOM COM COM 00766T100 21 348 SH DFND 348 0 0 COREBRIDGE FINL INC COM COM 21871X109 1162 35095 SH DFND 35095 0 0 SUPER MICRO COMPUTER INC COM NEW COM NEW 86800U302 1120 27262 SH DFND 27262 0 0 SPACE EXPLORATION TECHN CORP CLASS A COM STK COM STK 84615Q103 3403 22559 SH DFND 22559 0 0 EXPEDIA GROUP INC COM NEW COM 30212P303 6777 25732 SH DFND 25732 0 0 TEXAS ROADHOUSE INC COM COM 882681109 6328 40475 SH DFND 40475 0 0 WEST FRASER TIMBER CO LTD COM COM 952845105 27 391 SH DFND 391 0 0 FRANKLIN STR PPTYS CORP COM COM 35471R106 41 109213 SH DFND 109213 0 0 ARES CAPITAL CORP COM COM 04010L103 13 663 SH DFND 663 0 0 ARES COML REAL ESTATE CORP COM COM 04013V108 438 113992 SH DFND 113992 0 0 GOLUB CAP BDC INC COM COM 38173M102 11 907 SH DFND 907 0 0 BLACKROCK TCP CAPITAL CORP COM COM 09259E108 451 112664 SH DFND 112664 0 0 BCP INVESTMENT CORPORATION COM NEW NEW COM 73688F201 15 2169 SH DFND 2169 0 0 SLR INVESTMENT CORP COM COM 83413U100 121 10446 SH DFND 10446 0 0 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 137 2961 SH DFND 2961 0 0 LOCKHEED MARTIN CORP COM COM 539830109 793 1557 SH DFND 1557 0 0 MERCURY GENL CORP NEW COM NEW COM 589400100 2093 21175 SH DFND 21175 0 0 NEXTPOWER INC COM COM CL A 65290E101 1411 18110 SH DFND 18110 0 0 BORGWARNER INC COM COM 099724106 124 2056 SH DFND 2056 0 0 LEAR CORP COM NEW COM NEW 521865204 121 1021 SH DFND 1021 0 0 ELANCO ANIMAL HEALTH INC COM COM 28414H103 54 2428 SH DFND 2428 0 0 RYDER SYS INC COM COM 783549108 2213 9713 SH DFND 332 0 9381 SEMTECH CORP COM COM 816850101 41 229 SH DFND 229 0 0 FRANKLIN TEMPLETON INC COM COM 354613101 91 2831 SH DFND 2831 0 0 GAP INC COM COM 364760108 96 4204 SH DFND 4204 0 0 NEW ORIENTAL ED & TECHNOLOGY SPON ADR SPON ADR 647581206 183 3291 SH DFND 3291 0 0 TD SYNNEX CORPORATION COM COM 87162W100 189 737 SH DFND 737 0 0 AVNET INC COM COM 053807103 87 871 SH DFND 871 0 0 HEALTHEQUITY INC COM COM 42226A107 34 388 SH DFND 388 0 0 FEDERAL RLTY INVT TR NEW SH BEN INT NEW INT 313745101 52 477 SH DFND 477 0 0 FUELCELL ENERGY INC COM NEW NEW COM 35952H700 452 27518 SH DFND 27518 0 0 NNN REIT INC COM COM 637417106 71 1725 SH DFND 1725 0 0 GENTEX CORP COM COM 371901109 73 3343 SH DFND 3343 0 0 GRAND CANYON ED INC COM COM 38526M106 74 491 SH DFND 491 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR SPONSORED ADR 204448104 51 1600 SH DFND 1600 0 0 SERVICENOW INC COM COM 81762P102 8564 63908 SH DFND 63908 0 0 MICRON TECHNOLOGY INC COM COM 595112103 291597 273772 SH DFND 238025 0 35747 GENERAL MTRS CO COM COM 37045V100 24634 319917 SH DFND 204110 0 115807 ABBOTT LABORATORIES COM COM 002824100 9209 93177 SH DFND 93177 0 0 CINTAS CORP COM COM 172908105 5652 28974 SH DFND 28974 0 0 ABBVIE INC COM COM 00287Y109 57335 219900 SH DFND 149238 0 70662 ADVANCED MICRO DEVICES INC COM COM 007903107 150448 245927 SH DFND 207795 0 38132 HOME DEPOT INC COM COM 437076102 44029 160076 SH DFND 109509 0 50567 ON SEMICONDUCTOR CORP COM COM 682189105 2768 36014 SH DFND 36014 0 0 PTC INC COM COM 69370C100 1588 11317 SH DFND 11317 0 0 PEPSICO INC COM COM 713448108 45538 359357 SH DFND 267828 0 91529 APPLE INC COM COM 037833100 781678 2357755 SH DFND 2006562 0 351193 PROCTER & GAMBLE CO COM COM 742718109 40980 290210 SH DFND 196215 0 93995 PROLOGIS INC. COM COM 74340W103 6862 52849 SH DFND 52849 0 0 LENNOX INTL INC COM COM 526107107 765 2155 SH DFND 2155 0 0 WILLIAMS SONOMA INC COM COM 969904101 10965 48103 SH DFND 48103 0 0 CENTENE CORP DEL COM COM 15135B101 22769 366533 SH DFND 366533 0 0 US BANCORP COM NEW COM NEW 902973304 11078 191799 SH DFND 191799 0 0 RTX CORPORATION COM COM 75513E101 10333 55656 SH DFND 55656 0 0 COHERENT CORP COM COM 19247G107 12102 42047 SH DFND 42047 0 0 INDIVIOR PHARMACEUTICALS INC COM COM 45579U109 5934 165536 SH DFND 165536 0 0 AST SPACEMOBILE INC COM CL A COM CL A 00217D100 12698 215726 SH DFND 215726 0 0 EXXONMOBIL HOLDINGS CORP COM SHS ADDED COM SHS 30233Q108 38887 238934 SH DFND 238934 0 0 BP PLC SPONSORED ADR SPONSORED ADR 055622104 9732 221224 SH DFND 221224 0 0 SHELL PLC SPON ADS ADS 780259305 4632 48728 SH DFND 48728 0 0 ENTERGY CORP NEW COM COM 29364G103 4793 48284 SH DFND 14508 0 33776 EQUINIX INC COM COM 29444U700 4926 4870 SH DFND 4870 0 0 REGIONS FINANCIAL CORP NEW COM COM 7591EP100 980 36461 SH DFND 36461 0 0 RIVIAN AUTOMOTIVE INC COM CL A COM CL A 76954A103 1020 68277 SH DFND 68277 0 0 WALMART INC COM COM 931142103 27674 266280 SH DFND 218100 0 48180 MSCI INC COM COM 55354G100 2108 3914 SH DFND 3914 0 0 SBA COMMUNICATIONS CORP CL A CL A 78410G104 273 1702 SH DFND 1702 0 0 FORTIVE CORP COM COM 34959J108 835 15239 SH DFND 15239 0 0 CARLISLE COS INC COM COM 142339100 20930 64965 SH DFND 43964 0 21001 MONDELEZ INTL INC CL A CL A 609207105 3581 61936 SH DFND 61936 0 0 CHARTER COMMUNICATIONS INC CL A CL A 16119P108 1014 9142 SH DFND 9142 0 0 CHENIERE ENERGY INC COM NEW COM NEW 16411R208 1250 4646 SH DFND 4646 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM COM 874054109 2035 9805 SH DFND 9805 0 0 OTIS WORLDWIDE CORP COM COM 68902V107 11372 195000 SH DFND 60635 0 134365 COSTAR GROUP INC COM COM 22160N109 986 36001 SH DFND 36001 0 0 INVITATION HOMES INC COM COM 46187W107 1230 46719 SH DFND 46719 0 0 PARKER-HANNIFIN CORP COM COM 701094104 5540 5798 SH DFND 5798 0 0 TRACTOR SUPPLY CO COM COM 892356106 30953 991861 SH DFND 799790 0 192071 DIGITAL RLTY TR INC COM COM 253868103 3125 17806 SH DFND 17806 0 0 TWILIO INC CL A CL A 90138F102 1476 5047 SH DFND 5047 0 0 DOLLAR TREE INC COM COM 256746108 5808 50942 SH DFND 50942 0 0 DOMINION ENERGY INC COM COM 25746U109 2258 37316 SH DFND 37316 0 0 UDR INC COM COM 902653104 608 18112 SH DFND 18112 0 0 AUTOZONE INC COM COM 053332102 1729 611 SH DFND 611 0 0 KRAFT HEINZ CO COM COM 500754106 1204 52989 SH DFND 52989 0 0 LAS VEGAS SANDS CORP COM COM 517834107 14830 392231 SH DFND 265118 0 127113 REALTY INCOME CORP COM COM 756109104 2358 43417 SH DFND 43417 0 0 VENTAS INC COM COM 92276F100 2420 28469 SH DFND 28469 0 0 WATSCO INC COM COM 942622200 286 945 SH DFND 945 0 0 NATERA INC COM COM 632307104 2529 6120 SH DFND 6120 0 0 NEUROCRINE BIOSCIENCES INC COM COM 64125C109 1161 8188 SH DFND 8188 0 0 HYATT HOTELS CORP COM CL A CL A 448579102 686 4324 SH DFND 4324 0 0 SOLVENTUM CORP COM SHS COM SHS 83444M101 801 9082 SH DFND 9082 0 0 CURTISS WRIGHT CORP COM COM 231561101 2511 4618 SH DFND 4618 0 0 ROCKET LAB CORP COM COM ADDED 773121108 1363 19557 SH DFND 19557 0 0 ASTERA LABS INC COM COM 04626A103 2814 7905 SH DFND 7905 0 0 DUPONT DE NEMOURS INC COMMON STOCK COMMON STOCK 26614N201 1333 10266 SH DFND 10266 0 0 MEDLINE INC COM CL A CL A 58507V107 166 4792 SH DFND 4792 0 0 RALPH LAUREN CORP CL A CL A 751212101 18765 52849 SH DFND 29344 0 23505 MEDPACE HLDGS INC COM COM 58506Q109 10674 17101 SH DFND 17101 0 0 FIRST BANCORP CORPORATION COM NEW COM 318672706 7822 296967 SH DFND 296967 0 0 BXP INC COM COM 101121101 27 442 SH DFND 442 0 0 EMPIRE ST RLTY TR INC CL A CL A 292104106 46 11521 SH DFND 11521 0 0 APOLLO COML REAL ESTATE FIN COM COM 03762U105 261 42040 SH DFND 42040 0 0 MIDCAP FINANCIAL INVSTMNT CO COM NEW COM NEW 03761U502 443 50657 SH DFND 50657 0 0 EAGLE POINT CR CO COM COM 269808101 278 80287 SH DFND 80287 0 0 FS KKR CAP CORP COM COM 302635206 639 58130 SH DFND 58130 0 0 BLACKSTONE SECD LENDING FD COMMON STOCK COMMON STOCK 09261X102 12 481 SH DFND 481 0 0 KAYNE ANDERSON ENERGY INFRST COM COM 486606106 297 21820 SH DFND 21820 0 0 MORGAN STANLEY DIRECT LENDIN COM SHS COM SHS 61774A103 362 26574 SH DFND 26574 0 0 CARPENTER TECHNOLOGY CORP COM COM 144285103 165 425 SH DFND 425 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A CL A 099502106 2009 28946 SH DFND 28946 0 0 ASSURANT INC COM COM 04621X108 2009 7623 SH DFND 7623 0 0 GRIFFON CORP COM COM 398433102 2109 22664 SH DFND 22664 0 0 RELX PLC SPONSORED ADR SPONSORED ADR 759530108 9054 272880 SH DFND 272880 0 0 MATADOR RES CO COM COM 576485205 35 688 SH DFND 688 0 0 VIAVI SOLUTIONS INC COM COM 925550105 53 1253 SH DFND 1253 0 0 PLANET LABS PBC COM CL A COM CL A 72703X106 39 2391 SH DFND 2391 0 0 RUBRIK INC. CL A CL A 781154109 94 825 SH DFND 825 0 0 PAYLOCITY HLDG CORP COM COM 70438V106 6712 47077 SH DFND 238 0 46839 TAL ED GROUP SPONSORED ADS SPONSORED ADS 874080104 52 4316 SH DFND 4316 0 0 RXO INC COMMON STOCK COMMON STOCK 74982T103 38 1873 SH DFND 1873 0 0 HECLA MINING COMPANY COM COM 422704106 28 1630 SH DFND 1630 0 0 URANIUM ENERGY CORP COM COM 916896103 22 2345 SH DFND 2345 0 0 INTEGRA LIFESCIENCES HLDGS C COM NEW NEW COM 457985208 488 29984 SH DFND 29984 0 0 DENALI THERAPEUTICS INC COM COM 24823R105 708 34275 SH DFND 34275 0 0 SI BONE INC COM COM 825704109 481 25610 SH DFND 25610 0 0 FTI CONSULTING INC COM COM 302941109 67 500 SH DFND 500 0 0 MGIC INVT CORP WIS COM COM 552848103 126 4890 SH DFND 4890 0 0 EQUITY LIFESTYLE PROPERTIES COM COM 29472R108 71 1225 SH DFND 1225 0 0 NMI HLDGS INC COM COM 629209305 64 1711 SH DFND 1711 0 0 CHEMED CORP NEW COM COM 16359R103 147 292 SH DFND 292 0 0 LATAM AIRLINES GROUP SA SPONSORED ADR SPONSORED ADR 51817R205 20 391 SH DFND 391 0 0 BLOOM ENERGY CORP COM CL A COM CL A 093712107 31450 113547 SH DFND 113547 0 0 SALESFORCE INC COM COM 79466L302 48799 212565 SH DFND 141520 0 71045 BRISTOL-MYERS SQUIBB CO COM COM 110122108 63247 1013573 SH DFND 882181 0 131392 CF INDUSTRIES HOLD COM COM 125269100 13339 115787 SH DFND 29384 0 86403 FREEPORT MCMORAN INC CL B CL B 35671D857 16652 237887 SH DFND 237887 0 0 TJX COS INC NEW COM COM 872540109 100385 765021 SH DFND 625342 0 139679 PALANTIR TECHNOLOGIES INC CL A CL A 69608A108 25725 137529 SH DFND 137529 0 0 DATADOG INC CL A COM COM 23804L103 15433 56354 SH DFND 56354 0 0 DISNEY WALT CO COM COM 254687106 30803 293646 SH DFND 191806 0 101840 PFIZER INC COM COM 717081103 18656 654144 SH DFND 454788 0 199356 ECOLAB INC COM COM 278865100 16989 61873 SH DFND 14133 0 47740 KIMCO REALTY CORP COM COM 49446R109 2565 115501 SH DFND 115501 0 0 PROGRESSIVE CORP COM COM 743315103 105228 507587 SH DFND 457626 0 49961 UNITED RENTALS INC COM COM 911363109 20205 20189 SH DFND 20189 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 63801 175372 SH DFND 93427 0 81945 FIRST SOLAR INC COM COM 336433107 8721 49786 SH DFND 49786 0 0 COINBASE GLOBAL INC COM CL A COM CL A 19260Q107 3776 20255 SH DFND 20255 0 0 HARMONY GOLD MNG LTD SPONSORED ADR SPONSORED ADR 413216300 2463 138989 SH DFND 86650 0 52339 BANCO SANTANDER CHILE NEW SP ADR REP COM COM 05965X109 3205 96070 SH DFND 59992 0 36078 GOLDMAN SACHS GROUP INC COM COM 38141G104 33474 37179 SH DFND 37179 0 0 CITIGROUP INC COM NEW COM NEW 172967424 45842 354044 SH DFND 281653 0 72391 DARLING INGREDIENTS INC COM COM 237266101 9955 163976 SH DFND 163976 0 0 DIAMONDBACK ENERGY INC COM COM 25278X109 15176 82565 SH DFND 82565 0 0 PHILLIPS 66 COM COM 718546104 6401 25071 SH DFND 25071 0 0 VALERO ENERGY CORP COM COM 91913Y100 44900 115838 SH DFND 115838 0 0 LAUDER ESTEE COS INC CL A CL A 518439104 6322 68152 SH DFND 68152 0 0 ROYAL CARIBBEAN GROUP COM COM V7780T103 18175 68364 SH DFND 48502 0 19862 PG&E CORP COM COM 69331C108 17454 1424843 SH DFND 1424843 0 0 STRATEGY INC CL A NEW CL A 594972408 17035 111272 SH DFND 111272 0 0 CHORD ENERGY CORPORATION COM NEW COM 674215207 4063 30306 SH DFND 30306 0 0 CHEFS WHSE INC COM COM 163086101 5906 52649 SH DFND 52649 0 0 ROCKET COS INC COM CL A COM CL A 77311W101 6555 569519 SH DFND 569519 0 0 FIRST ADVANTAGE CORP NEW COM NEW COM 31846B108 3379 189831 SH DFND 189831 0 0 SEA LTD SPONSORD ADS SPONSORED ADS 81141R100 15280 156946 SH DFND 107609 0 49337 COGNIZANT TECHNOLOGY SOLUTIO CL A CL A 192446102 4441 77310 SH DFND 77310 0 0 ROCKWELL AUTOMATION INC COM COM 773903109 2375 5456 SH DFND 5456 0 0 BOEING CO COM COM 097023105 11152 59940 SH DFND 33600 0 26340 ROPER TECHNOLOGIES INC COM COM 776696106 1195 3419 SH DFND 3419 0 0 BURLINGTON STORES INC COM COM 122017106 956 3579 SH DFND 3579 0 0 XCEL ENERGY INC COM COM 98389B100 2348 33310 SH DFND 33310 0 0 XYLEM INC COM COM 98419M100 15324 164678 SH DFND 47978 0 116700 CHARLES SCHWAB CORP (THE) COM COM 808513105 7781 79611 SH DFND 79611 0 0 MONSTER BEVERAGE CORP NEW COM COM 61174X109 3124 75058 SH DFND 75058 0 0 NVR INC COM COM 62944T105 1299 211 SH DFND 211 0 0 NASDAQ INC COM COM 631103108 2329 25317 SH DFND 25317 0 0 NISOURCE INC COM COM 65473P105 1344 34450 SH DFND 34450 0 0 AGILENT TECHNOLOGIES INC COM COM 00846U101 3014 17490 SH DFND 17490 0 0 NORFOLK SOUTHN CORP COM COM 655844108 3142 10167 SH DFND 10167 0 0 HUBSPOT INC COM COM 443573100 367 1791 SH DFND 1791 0 0 OLD DOMINION FREIGHT LINE IN COM COM 679580100 2107 12122 SH DFND 12122 0 0 AMEREN CORP COM COM 023608102 1655 16652 SH DFND 16652 0 0 CROWN CASTLE INC COM COM 22822V101 1454 21818 SH DFND 21818 0 0 IDEX CORP COM COM 45167R104 1401 6144 SH DFND 6144 0 0 IDEXX LABS INC COM COM 45168D104 1768 3385 SH DFND 3385 0 0 THE TRADE DESK INC COM CL A COM CL A 88339J105 12 984 SH DFND 984 0 0 AMERICAN TOWER CORP COM COM 03027X100 17960 119449 SH DFND 49064 0 70385 IRON MTN INC DEL COM COM 46284V101 1914 17255 SH DFND 17255 0 0 UNION PAC CORP COM COM 907818108 68800 252822 SH DFND 176086 0 76736 EDISON INTL COM COM 281020107 11188 208220 SH DFND 61426 0 146794 VERTEX PHARMACEUTICALS INC COM COM 92532F100 13226 25297 SH DFND 12961 0 12336 TEXAS PACIFIC LAND CORPORATI COM COM 88262P102 92 282 SH DFND 282 0 0 TOAST INC CL A CL A 888787108 1370 47256 SH DFND 47256 0 0 CIRCLE INTERNET GROUP INC COM CL A COM CL A 172573107 1080 13149 SH DFND 13149 0 0 HONEYWELL AEROSPACE INC COM COM ADDED 43849R105 2049 13220 SH DFND 13220 0 0 HONEYWELL INTL INC COM COM ADDED 438516205 2963 14048 SH DFND 14048 0 0 GODADDY INC CL A CL A 380237107 13880 145325 SH DFND 85920 0 59405 BLOCK H & R INC COM COM 093671105 9369 229358 SH DFND 229358 0 0 PAR PAC HOLDINGS INC COM NEW COM NEW 69888T207 8993 110187 SH DFND 110187 0 0 CAL MAINE FOODS INC COM NEW COM NEW 128030202 9444 138757 SH DFND 125774 0 12983 BLACKSTONE MORTGAGE TRUST IN COM CL A COM CL A 09257W100 262 22871 SH DFND 22871 0 0 CARLYLE SECURED LENDING INC COM COM 872280102 741 69349 SH DFND 69349 0 0 GOLDMAN SACHS BDC INC SHS SHS 38147U107 727 79964 SH DFND 79964 0 0 NEUBERGER ENGY INFRSTR & INC COM COM 64129H104 135 13617 SH DFND 13617 0 0 NUVEEN CHURCHILL DIRECT LEND COM SHS COM SHS 67090S108 343 30537 SH DFND 30537 0 0 INTERDIGITAL INC COM COM 45867G101 2181 6690 SH DFND 6690 0 0 TFI INTERNATIONAL INC COM COM 87241L109 4 3507 SH DFND 3507 0 0 VISTEON CORP COM NEW COM NEW 92839U206 50 579 SH DFND 579 0 0 CARMAX INC COM COM 143130102 62 1131 SH DFND 1131 0 0 DYCOM INDS INC COM COM 267475101 33 122 SH DFND 122 0 0 FORMFACTOR INC COM COM 346375108 39 263 SH DFND 263 0 0 COCA COLA CONS INC COM COM 191098102 35 183 SH DFND 183 0 0 MOTOROLA SOLUTIONS INC COM NEW COM 620076307 132 296 SH DFND 296 0 0 EDGEWISE THERAPEUTICS INC COM COM 28036F105 58 1439 SH DFND 1439 0 0 APPLIED DIGITAL CORP COM NEW COM NEW 038169207 21 877 SH DFND 877 0 0 VIATRIS INC COM COM 92556V106 27 1551 SH DFND 1551 0 0 ADT INC DEL COM COM 00090Q103 24 3964 SH DFND 3964 0 0 US FOODS HLDG CORP COM COM 912008109 24 258 SH DFND 258 0 0 GUARDANT HEALTH INC COM COM 40131M109 30 170 SH DFND 170 0 0 ROLLINS INC COM COM 775711104 64 2138 SH DFND 2138 0 0 ENACT HLDGS INC COM COM 29249E109 130 3014 SH DFND 3014 0 0 VIVMARK RESIDENTIAL SH BEN INT INT 29476L107 4444 73146 SH DFND 73146 0 0 ROSS STORES INC COM COM 778296103 54869 235085 SH DFND 183810 0 51275 META PLATFORMS INC CL A CL A 30303M102 336615 465503 SH DFND 405147 0 60356 WORKDAY INC CL A CL A 98138H101 2959 15536 SH DFND 15536 0 0 MERCADOLIBRE INC COM COM 58733R102 39037 22584 SH DFND 22584 0 0 CVS HEALTH CORP COM COM 126650100 46070 546348 SH DFND 445957 0 100391 FORTINET INC COM COM 34959E109 6377 35675 SH DFND 35675 0 0 CARVANA CO CL A CL A 146869102 4918 78645 SH DFND 42084 0 36561 STATE STR CORP COM COM 857477103 3431 19651 SH DFND 19651 0 0 AT&T INC COM COM 00206R102 14161 580375 SH DFND 449754 0 130621 CHIPOTLE MEXICAN GRILL INC COM COM 169656105 3853 120594 SH DFND 120594 0 0 NETFLIX INC. COM COM 64110L106 40209 577887 SH DFND 451193 0 126694 COCA COLA CO COM COM 191216100 148315 1724450 SH DFND 1407559 0 316891 NORDSON CORP COM COM 655663102 1256 3832 SH DFND 3832 0 0 COLGATE PALMOLIVE CO COM COM 194162103 58356 683965 SH DFND 566156 0 117809 CORTEVA INC COM COM 22052L104 13262 170792 SH DFND 50914 0 119878 DEERE & CO COM COM 244199105 14150 21070 SH DFND 14797 0 6273 EBAY INC. COM COM 278642103 62422 588605 SH DFND 528059 0 60546 BANK OF AMER CORP COM COM 060505104 56287 1034109 SH DFND 793180 0 240929 EMCOR GROUP INC COM COM 29084Q100 70209 93055 SH DFND 79455 0 13600 H WORLD GROUP LTD SPONSORED ADS SPONSORED ADS 44332N106 12578 293880 SH DFND 247300 0 46580 MARATHON PETE CORP COM COM 56585A102 54686 138298 SH DFND 138298 0 0 FEDEX CORP COM COM 31428X106 20277 71126 SH DFND 53827 0 17299 FORD MTR CO COM COM 345370860 24069 1995789 SH DFND 1539437 0 456352 CAPITAL ONE FINL CORP COM COM 14040H105 14872 77031 SH DFND 77031 0 0 MORGAN STANLEY COM NEW COM NEW 617446448 24959 132702 SH DFND 106989 0 25713 TARGET CORP COM COM 87612E106 63247 403647 SH DFND 371228 0 32419 APOLLO GLOBAL MGMT INC COM COM 03769M106 8372 72133 SH DFND 72133 0 0 QUANTA SVCS INC COM COM 74762E102 14582 22695 SH DFND 22695 0 0 REVOLUTION MEDICINES INC COM COM 76155X100 16388 79840 SH DFND 79840 0 0 MASTEC INC COM COM 576323109 6809 31873 SH DFND 31873 0 0 SOUTHWEST AIRLS CO COM COM 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2215 98909 SH DFND 98909 0 0 FRONTDOOR INC COM COM 35905A109 7040 96280 SH DFND 27657 0 68623 MUELLER INDS INC COM COM 624756102 2125 35065 SH DFND 35065 0 0 CABOT CORP COM COM 127055101 49 638 SH DFND 638 0 0 NEXSTAR MEDIA GROUP INC COMMON STOCK COMMON STOCK 65336K103 59 363 SH DFND 363 0 0 ALBEMARLE CORP COM COM 012653101 27 257 SH DFND 257 0 0 DIGITALOCEAN HLDGS INC COM COM 25402D102 33 246 SH DFND 246 0 0 KIRBY CORP COM COM 497266106 33 251 SH DFND 251 0 0 LANTHEUS HLDGS INC COM COM 516544103 54 544 SH DFND 544 0 0 VOYA FINANCIAL INC COM COM 929089100 62 655 SH DFND 655 0 0 CORCEPT THERAPEUTICS INC COM COM 218352102 79 683 SH DFND 683 0 0 DROPBOX INC CL A CL A 26210C104 44 1288 SH DFND 1288 0 0 MACERICH CO COM COM 554382101 30 1329 SH DFND 1329 0 0 BIOCRYST PHARMACEUTICALS INC COM COM 09058V103 29 3453 SH DFND 3453 0 0 CAVA GROUP INC COM COM 148929102 22 412 SH DFND 412 0 0 PLUG PWR INC COM NEW COM NEW 72919P202 477 245969 SH DFND 245969 0 0 IES HOLDINGS INC COM COM 44951W106 525 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43042 SH DFND 43042 0 0 HORIZON TECHNOLOGY FIN CORP COM COM 44045A102 47 10253 SH DFND 10253 0 0 SUNBELT RENTALS HOLDINGS INC SHS SHS 866966104 169 2306 SH DFND 2306 0 0 EAST WEST BANCORP INC COM COM 27579R104 2114 17054 SH DFND 17054 0 0 STERLING INFRASTRUCTURE INC COM COM 859241101 2336 4751 SH DFND 4751 0 0 VALMONT INDS INC COM COM 920253101 49 105 SH DFND 105 0 0 BRINKER INTL INC COM COM 109641100 6398 33057 SH DFND 200 0 32857 TERAWULF INC COM COM 88080T104 20 1329 SH DFND 1329 0 0 ARGAN INC COM COM 04010E109 64 170 SH DFND 170 0 0 VENTURE GLOBAL INC COM CL A COM CL A 92333F101 40 3135 SH DFND 3135 0 0 FIVE BELOW INC COM COM 33829M101 88 402 SH DFND 402 0 0 TEREX CORP NEW COM COM 880779103 19 353 SH DFND 353 0 0 SOUNDHOUND AI INC CLASS A COM COM 836100107 457 75889 SH DFND 75889 0 0 SEI INVTS CO COM COM 784117103 147 1430 SH DFND 1430 0 0 MCDONALDS CORP COM COM 580135101 199 863 SH DFND 863 0 0 VICTORY CAP HLDGS INC DEL COM CL A COM CL A 92645B103 77 692 SH DFND 692 0 0 MADRIGAL 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