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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1 800 FLOWERS COM INC CL A 68243Q106   3,690,000 750,000 SH   DFND   750,000 0 0
10X GENOMICS INC CL A COM 88025U109   3,317,670 286,500 SH   DFND   286,500 0 0
3M CO COM 88579Y101   4,529,444 29,752 SH   DFND   29,752 0 0
ABBOTT LABS COM 002824100   14,944,099 109,875 SH   DFND   109,875 0 0
ABBVIE INC COM 00287Y109   73,005,274 393,305 SH   DFND   393,305 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   13,218,410 44,225 SH   DFND   44,225 0 0
ADOBE INC COM 00724F101   92,991,637 240,363 SH   DFND   240,363 0 0
ADVANCED MICRO DEVICES INC COM 007903107   24,945,452 175,796 SH   DFND   175,796 0 0
AECOM COM 00766T100   8,690,220 77,000 SH   DFND   77,000 0 0
AFLAC INC COM 001055102   2,481,790 23,533 SH   DFND   23,533 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   3,119,948 26,438 SH   DFND   26,438 0 0
AIR PRODS & CHEMS INC COM 009158106   277,265 983 SH   DFND   983 0 0
AIRBNB INC COM CL A 009066101   59,257,882 447,770 SH   DFND   447,770 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   417,783 5,238 SH   DFND   5,238 0 0
ALASKA AIR GROUP INC COM 011659109   4,393,824 88,800 SH   DFND   88,800 0 0
ALBEMARLE CORP COM 012653101   500,232 7,982 SH   DFND   7,982 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   700,516 9,645 SH   DFND   9,645 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,124,120 9,912 SH   DFND   9,912 0 0
ALIGN TECHNOLOGY INC COM 016255101   618,162 3,265 SH   DFND   3,265 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   3,690,968 141,200 SH   DFND   141,200 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   4,635,512 48,800 SH   DFND   48,800 0 0
ALLSTATE CORP COM 020002101   2,578,177 12,807 SH   DFND   12,807 0 0
ALPHABET INC CAP STK CL A 02079K305   410,725,163 2,105,620 SH   DFND   2,105,620 0 0
ALPHABET INC CAP STK CL C 02079K107   345,850,897 1,949,664 SH   DFND   1,949,664 0 0
AMAZON COM INC COM 023135106   400,396,184 1,825,043 SH   DFND   1,825,043 0 0
AMCOR PLC ORD G0250X107   764,268 83,163 SH   DFND   83,163 0 0
AMEDISYS INC COM 023436108   9,642,220 98,000 SH   DFND   98,000 0 0
AMER SPORTS INC COM SHS G0260P102   49,601,172 1,279,700 SH   DFND   1,279,700 0 0
AMERICAN ELEC PWR CO INC COM 025537101   43,513,831 419,370 SH   DFND   419,370 0 0
AMERICAN EXPRESS CO COM 025816109   10,017,886 31,406 SH   DFND   31,406 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   2,385,650 27,873 SH   DFND   27,873 0 0
AMERICAN TOWER CORP NEW COM 03027X100   242,680 1,098 SH   DFND   1,098 0 0
AMERIPRISE FINL INC COM 03076C106   2,458,360 4,606 SH   DFND   4,606 0 0
AMETEK INC COM 031100100   20,915,176 115,579 SH   DFND   115,579 0 0
AMPHENOL CORP NEW CL A 032095101   31,724,425 321,260 SH   DFND   321,260 0 0
ANALOG DEVICES INC COM 032654105   29,276,936 123,002 SH   DFND   123,002 0 0
ANSYS INC COM 03662Q105   31,573,624 89,897 SH   DFND   89,897 0 0
ANTERO RESOURCES CORP COM 03674X106   2,831,684 197,100 SH   DFND   197,100 0 0
AON PLC SHS CL A G0403H108   247,591 694 SH   DFND   694 0 0
APA CORPORATION COM 03743Q108   1,104,551 60,391 SH   DFND   60,391 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   5,336,673 308,300 SH   DFND   308,300 0 0
APPFOLIO INC COM CL A 03783C100   898,092 3,900 SH   DFND   3,900 0 0
APPLE INC COM 037833100   1,021,250,089 4,977,580 SH   DFND   4,977,580 0 0
APPLIED MATLS INC COM 038222105   90,211,953 492,773 SH   DFND   492,773 0 0
APPLOVIN CORP COM CL A 03831W108   1,435,678 4,101 SH   DFND   4,101 0 0
APTARGROUP INC COM 038336103   594,434 3,800 SH   DFND   3,800 0 0
ARCH CAP GROUP LTD ORD G0450A105   1,643,453 18,050 SH   DFND   18,050 0 0
ARISTA NETWORKS INC COM SHS 040413205   88,672,998 866,709 SH   DFND   866,709 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   1,025,270 6,339 SH   DFND   6,339 0 0
ASHLAND INC COM 044186104   2,514,000 50,000 SH   DFND   50,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,209,567 4,005 SH   DFND   4,005 0 0
ASSURANT INC COM 04621X108   484,245 2,452 SH   DFND   2,452 0 0
ASTERA LABS INC COM 04626A103   12,423,708 137,400 SH   DFND   137,400 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   937,231 13,412 SH   DFND   13,412 0 0
AT&T INC COM 00206R102   34,884,479 1,205,407 SH   DFND   1,205,407 0 0
ATI INC COM 01741R102   16,611,816 192,400 SH   DFND   192,400 0 0
ATLASSIAN CORPORATION CL A 049468101   29,503,290 145,272 SH   DFND   145,272 0 0
AUTODESK INC COM 052769106   33,913,394 109,550 SH   DFND   109,550 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   56,564,878 183,414 SH   DFND   183,414 0 0
AVIS BUDGET GROUP COM 053774105   32,389,980 191,600 SH   DFND   191,600 0 0
AXON ENTERPRISE INC COM 05464C101   4,728,365 5,711 SH   DFND   5,711 0 0
AZEK CO INC CL A 05478C105   26,174,960 481,600 SH   DFND   481,600 0 0
BAKER HUGHES COMPANY CL A 05722G100   661,978 17,266 SH   DFND   17,266 0 0
BANK AMERICA CORP COM 060505104   299,581,500 6,330,970 SH   DFND   6,330,970 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,063,345 11,671 SH   DFND   11,671 0 0
BARRICK MNG CORP COM SHS 06849F108   4,712,274 226,334 SH   DFND   226,334 0 0
BAUSCH HEALTH COS INC COM 071734107   33,300,000 5,000,000 SH   DFND   5,000,000 0 0
BECTON DICKINSON & CO COM 075887109   22,273,992 129,312 SH   DFND   129,312 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   7,577,244 130,800 SH   DFND   130,800 0 0
BERKLEY W R CORP COM 084423102   1,064,874 14,494 SH   DFND   14,494 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   8,461,142 17,418 SH   DFND   17,418 0 0
BEST BUY INC COM 086516101   5,990,278 89,234 SH   DFND   89,234 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   2,105,880 161,000 SH   DFND   161,000 0 0
BLACKSTONE INC COM 09260D107   5,278,379 35,288 SH   DFND   35,288 0 0
BLOCK H & R INC COM 093671105   4,204,574 76,600 SH   DFND   76,600 0 0
BOOKING HOLDINGS INC COM 09857L108   118,303,119 20,435 SH   DFND   20,435 0 0
BORGWARNER INC COM 099724106   3,813,372 113,900 SH   DFND   113,900 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   13,594,725 293,686 SH   DFND   293,686 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   15,332,352 588,800 SH   DFND   588,800 0 0
BROADCOM INC COM 11135F101   666,922,495 2,419,454 SH   DFND   2,419,454 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   5,919,239 24,356 SH   DFND   24,356 0 0
BROWN & BROWN INC COM 115236101   1,502,843 13,555 SH   DFND   13,555 0 0
BRUKER CORP COM 116794108   3,530,840 85,700 SH   DFND   85,700 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   557,278 5,808 SH   DFND   5,808 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   14,926,478 48,439 SH   DFND   48,439 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   9,452,081 332,937 SH   DFND   332,937 0 0
CAMDEN PPTY TR SH BEN INT 133131102   1,584,196 14,058 SH   DFND   14,058 0 0
CAPITAL ONE FINL CORP COM 14040H105   6,581,518 30,934 SH   DFND   30,934 0 0
CARDINAL HEALTH INC COM 14149Y108   100,078,440 595,705 SH   DFND   595,705 0 0
CATERPILLAR INC COM 149123101   25,539,948 65,789 SH   DFND   65,789 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,180,975 5,064 SH   DFND   5,064 0 0
CBRE GROUP INC CL A 12504L109   28,463,837 203,139 SH   DFND   203,139 0 0
CDW CORP COM 12514G108   3,082,821 17,262 SH   DFND   17,262 0 0
CELANESE CORP DEL COM 150870103   2,257,464 40,800 SH   DFND   40,800 0 0
CENCORA INC COM 03073E105   34,692,045 115,698 SH   DFND   115,698 0 0
CENTENE CORP DEL COM 15135B101   1,762,743 32,475 SH   DFND   32,475 0 0
CF INDS HLDGS INC COM 125269100   1,961,164 21,317 SH   DFND   21,317 0 0
CHARLES RIV LABS INTL INC COM 159864107   980,631 6,463 SH   DFND   6,463 0 0
CHEMED CORP NEW COM 16359R103   827,781 1,700 SH   DFND   1,700 0 0
CHEVRON CORP NEW COM 166764100   29,389,032 205,245 SH   DFND   205,245 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   9,748,651 173,618 SH   DFND   173,618 0 0
CHUBB LIMITED COM H1467J104   5,221,913 18,024 SH   DFND   18,024 0 0
CHURCHILL DOWNS INC COM 171484108   6,150,900 60,900 SH   DFND   60,900 0 0
CINCINNATI FINL CORP COM 172062101   1,125,835 7,560 SH   DFND   7,560 0 0
CINTAS CORP COM 172908105   35,584,539 159,665 SH   DFND   159,665 0 0
CIRRUS LOGIC INC COM 172755100   2,668,928 25,600 SH   DFND   25,600 0 0
CISCO SYS INC COM 17275R102   44,087,035 550,743 SH   DFND   550,743 0 0
CITIGROUP INC COM NEW 172967424   7,688,804 90,329 SH   DFND   90,329 0 0
CITIZENS FINL GROUP INC COM 174610105   949,058 21,208 SH   DFND   21,208 0 0
CLEARWAY ENERGY INC CL A 18539C105   2,593,282 85,700 SH   DFND   85,700 0 0
CLOROX CO DEL COM 189054109   2,078,051 17,307 SH   DFND   17,307 0 0
CME GROUP INC COM 12572Q105   5,028,411 18,244 SH   DFND   18,244 0 0
CMS ENERGY CORP COM 125896100   40,657,592 586,859 SH   DFND   586,859 0 0
COCA COLA CO COM 191216100   58,065,374 820,712 SH   DFND   820,712 0 0
COCA COLA CONS INC COM 191098102   3,483,480 31,200 SH   DFND   31,200 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   1,228,076 13,245 SH   DFND   13,245 0 0
COGNEX CORP COM 192422103   6,188,572 195,100 SH   DFND   195,100 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   221,328,272 2,836,451 SH   DFND   2,836,451 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   3,583,410 10,224 SH   DFND   10,224 0 0
COMCAST CORP NEW CL A 20030N101   70,884,587 1,986,119 SH   DFND   1,986,119 0 0
COMPASS DIVERSIFIED SH BEN INT 20451Q104   2,401,472 382,400 SH   DFND   382,400 0 0
CONAGRA BRANDS INC COM 205887102   5,964,405 291,373 SH   DFND   291,373 0 0
CONSOLIDATED EDISON INC COM 209115104   3,489,270 34,771 SH   DFND   34,771 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,776,148 5,503 SH   DFND   5,503 0 0
COPART INC COM 217204106   1,680,697 34,251 SH   DFND   34,251 0 0
CORNING INC COM 219350105   24,313,724 462,326 SH   DFND   462,326 0 0
CORTEVA INC COM 22052L104   6,689,887 89,761 SH   DFND   89,761 0 0
COSTAR GROUP INC COM 22160N109   502,098 6,245 SH   DFND   6,245 0 0
COSTCO WHSL CORP NEW COM 22160K105   138,306,497 139,712 SH   DFND   139,712 0 0
COUPANG INC CL A 22266T109   12,400,444 413,900 SH   DFND   413,900 0 0
CRH PLC ORD G25508105   23,978,160 261,200 SH   DFND   261,200 0 0
CROSSAMERICA PARTNERS LP UT LTD PTN INT 22758A105   271,960 13,000 SH   DFND   13,000 0 0
CROWN CASTLE INC COM 22822V101   5,886,224 57,298 SH   DFND   57,298 0 0
CSX CORP COM 126408103   12,558,210 384,867 SH   DFND   384,867 0 0
CUMMINS INC COM 231021106   16,743,765 51,126 SH   DFND   51,126 0 0
CURTISS WRIGHT CORP COM 231561101   8,061,075 16,500 SH   DFND   16,500 0 0
CVR PARTNERS LP COM 126633205   1,199,340 13,500 SH   DFND   13,500 0 0
CVS HEALTH CORP COM 126650100   11,551,736 167,465 SH   DFND   167,465 0 0
D R HORTON INC COM 23331A109   7,164,987 55,577 SH   DFND   55,577 0 0
DANA INC COM 235825205   6,860,000 400,000 SH   DFND   400,000 0 0
DANAHER CORPORATION COM 235851102   28,447,735 144,010 SH   DFND   144,010 0 0
DARDEN RESTAURANTS INC COM 237194105   6,189,912 28,398 SH   DFND   28,398 0 0
DATADOG INC CL A COM 23804L103   1,966,726 14,641 SH   DFND   14,641 0 0
DEERE & CO COM 244199105   464,251 913 SH   DFND   913 0 0
DEXCOM INC COM 252131107   9,729,605 111,463 SH   DFND   111,463 0 0
DIGITAL RLTY TR INC COM 253868103   218,958 1,256 SH   DFND   1,256 0 0
DISNEY WALT CO COM 254687106   51,958,330 418,985 SH   DFND   418,985 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107   716,000 200,000 SH   DFND   200,000 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   928,250 12,500 SH   DFND   12,500 0 0
DOLLAR GEN CORP NEW COM 256677105   7,359,324 64,341 SH   DFND   64,341 0 0
DOLLAR TREE INC COM 256746108   2,514,824 25,392 SH   DFND   25,392 0 0
DOORDASH INC CL A 25809K105   15,625,036 63,385 SH   DFND   63,385 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105   1,590,806 57,100 SH   DFND   57,100 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   7,543,383 503,900 SH   DFND   503,900 0 0
DOVER CORP COM 260003108   3,305,469 18,040 SH   DFND   18,040 0 0
DUOLINGO INC CL A COM 26603R106   6,109,298 14,900 SH   DFND   14,900 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,777,046 55,067 SH   DFND   55,067 0 0
DUTCH BROS INC CL A 26701L100   28,606,008 418,400 SH   DFND   418,400 0 0
EATON CORP PLC SHS G29183103   388,405 1,088 SH   DFND   1,088 0 0
EBAY INC. COM 278642103   410,498 5,513 SH   DFND   5,513 0 0
ECOLAB INC COM 278865100   18,914,957 70,201 SH   DFND   70,201 0 0
EDISON INTL COM 281020107   9,317,670 180,575 SH   DFND   180,575 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   6,310,374 80,685 SH   DFND   80,685 0 0
ELASTIC N V ORD SHS N14506104   22,634,172 268,400 SH   DFND   268,400 0 0
ELECTRONIC ARTS INC COM 285512109   110,433,349 691,505 SH   DFND   691,505 0 0
ELEVANCE HEALTH INC COM 036752103   11,563,392 29,729 SH   DFND   29,729 0 0
ELI LILLY & CO COM 532457108   24,546,620 31,489 SH   DFND   31,489 0 0
EMERSON ELEC CO COM 291011104   471,722 3,538 SH   DFND   3,538 0 0
ENTERGY CORP NEW COM 29364G103   345,613 4,158 SH   DFND   4,158 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   64,060,458 2,065,800 SH   DFND   2,065,800 0 0
EQT CORP COM 26884L109   2,669,190 45,768 SH   DFND   45,768 0 0
EQUINIX INC COM 29444U700   10,238,494 12,871 SH   DFND   12,871 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   3,036,645 44,994 SH   DFND   44,994 0 0
ERIE INDTY CO CL A 29530P102   418,229 1,206 SH   DFND   1,206 0 0
ETSY INC COM 29786A106   45,659,595 910,279 SH   DFND   910,279 0 0
EVEREST GROUP LTD COM G3223R108   699,071 2,057 SH   DFND   2,057 0 0
EVERGY INC COM 30034W106   1,680,238 24,376 SH   DFND   24,376 0 0
EXELON CORP COM 30161N101   1,691,079 38,947 SH   DFND   38,947 0 0
EXPAND ENERGY CORPORATION COM 165167735   20,545,773 175,695 SH   DFND   175,695 0 0
EXPEDIA GROUP INC COM NEW 30212P303   4,942,324 29,300 SH   DFND   29,300 0 0
EXTRA SPACE STORAGE INC COM 30225T102   4,116,967 27,923 SH   DFND   27,923 0 0
FASTENAL CO COM 311900104   664,776 15,828 SH   DFND   15,828 0 0
FEDEX CORP COM 31428X106   9,479,964 41,705 SH   DFND   41,705 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   2,068,628 25,410 SH   DFND   25,410 0 0
FIFTH THIRD BANCORP COM 316773100   1,327,759 32,282 SH   DFND   32,282 0 0
FIVE BELOW INC COM 33829M101   18,378,318 140,100 SH   DFND   140,100 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   478,548 6,300 SH   DFND   6,300 0 0
FORD MTR CO COM 345370860   115,487 10,644 SH   DFND   10,644 0 0
FORTINET INC COM 34959E109   12,742,960 120,535 SH   DFND   120,535 0 0
FORTIVE CORP COM 34959J108   1,919,531 36,822 SH   DFND   36,822 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   1,176,214 238,100 SH   DFND   238,100 0 0
FOX CORP CL B COM 35137L204   37,641,316 729,059 SH   DFND   729,059 0 0
FRANKLIN RESOURCES INC COM 354613101   357,655 14,996 SH   DFND   14,996 0 0
FREEPORT-MCMORAN INC CL B 35671D857   10,897,193 251,377 SH   DFND   251,377 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   2,016,560 55,400 SH   DFND   55,400 0 0
FTI CONSULTING INC COM 302941109   6,847,600 42,400 SH   DFND   42,400 0 0
FUNKO INC COM CL A 361008105   4,760,000 1,000,000 SH   DFND   1,000,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   3,965,006 12,386 SH   DFND   12,386 0 0
GARTNER INC COM 366651107   18,605,034 52,527 SH   DFND   52,527 0 0
GE AEROSPACE COM NEW 369604301   43,485,268 168,947 SH   DFND   168,947 0 0
GE VERNOVA INC COM 36828A101   54,351,113 102,714 SH   DFND   102,714 0 0
GENERAL DYNAMICS CORP COM 369550108   9,667,654 33,147 SH   DFND   33,147 0 0
GENERAL MTRS CO COM 37045V100   6,176,199 125,507 SH   DFND   125,507 0 0
GENESCO INC COM 371532102   2,165,900 110,000 SH   DFND   110,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   25,038,636 1,453,200 SH   DFND   1,453,200 0 0
GENUINE PARTS CO COM 372460105   6,872,090 56,649 SH   DFND   56,649 0 0
GILEAD SCIENCES INC COM 375558103   31,882,664 287,568 SH   DFND   287,568 0 0
GLOBAL E ONLINE LTD SHS M5216V106   15,327,780 457,000 SH   DFND   457,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   967,912 25,338 SH   DFND   25,338 0 0
GLOBE LIFE INC COM 37959E102   496,166 3,992 SH   DFND   3,992 0 0
GODADDY INC CL A 380237107   26,207,553 160,049 SH   DFND   160,049 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   11,555,434 16,327 SH   DFND   16,327 0 0
GRAINGER W W INC COM 384802104   5,983,460 5,752 SH   DFND   5,752 0 0
HALLIBURTON CO COM 406216101   2,305,426 113,122 SH   DFND   113,122 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   1,743,321 13,741 SH   DFND   13,741 0 0
HASBRO INC COM 418056107   2,714,804 36,776 SH   DFND   36,776 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,639,251 93,618 SH   DFND   93,618 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   13,660,000 2,000,000 SH   DFND   2,000,000 0 0
HESS CORP COM 42809H107   137,775,121 994,479 SH   DFND   994,479 0 0
HESS MIDSTREAM LP CL A SHS 428103105   4,197,590 109,000 SH   DFND   109,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   74,496,119 3,642,842 SH   DFND   3,642,842 0 0
HOME DEPOT INC COM 437076102   215,806,504 588,606 SH   DFND   588,606 0 0
HONEYWELL INTL INC COM 438516106   314,213,806 1,349,252 SH   DFND   1,349,252 0 0
HORMEL FOODS CORP COM 440452100   1,160,088 38,350 SH   DFND   38,350 0 0
HOST HOTELS & RESORTS INC COM 44107P104   7,484,621 487,280 SH   DFND   487,280 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102   1,971,000 29,200 SH   DFND   29,200 0 0
HOWMET AEROSPACE INC COM 443201108   11,431,360 61,416 SH   DFND   61,416 0 0
HUBBELL INC COM 443510607   213,598 523 SH   DFND   523 0 0
HUMANA INC COM 444859102   3,882,587 15,881 SH   DFND   15,881 0 0
HUNT J B TRANS SVCS INC COM 445658107   17,247,940 120,111 SH   DFND   120,111 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   1,246,658 5,163 SH   DFND   5,163 0 0
HUNTSMAN CORP COM 447011107   2,556,026 245,300 SH   DFND   245,300 0 0
IMAX CORP COM 45245E109   362,250 12,956 SH   DFND   12,956 0 0
INFORMATICA INC COM CL A 45674M101   36,230,365 1,487,900 SH   DFND   1,487,900 0 0
INSULET CORP COM 45784P101   2,883,230 9,177 SH   DFND   9,177 0 0
INTEL CORP COM 458140100   20,727,325 925,327 SH   DFND   925,327 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,089,825 27,742 SH   DFND   27,742 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   4,608,591 15,634 SH   DFND   15,634 0 0
INTERPUBLIC GROUP COS INC COM 460690100   36,045,013 1,472,427 SH   DFND   1,472,427 0 0
INTUIT COM 461202103   100,870,199 128,068 SH   DFND   128,068 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   42,487,054 78,186 SH   DFND   78,186 0 0
INVESCO LTD SHS G491BT108   341,342 21,645 SH   DFND   21,645 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   34,405,235 62,369 SH   DFND   62,369 0 0
INVITATION HOMES INC COM 46187W107   2,460,230 75,007 SH   DFND   75,007 0 0
IRON MTN INC DEL COM 46284V101   2,353,366 22,944 SH   DFND   22,944 0 0
JABIL INC COM 466313103   24,236,363 111,125 SH   DFND   111,125 0 0
JACOBS SOLUTIONS INC COM 46982L108   10,057,240 76,510 SH   DFND   76,510 0 0
JOHNSON & JOHNSON COM 478160104   105,844,905 692,929 SH   DFND   692,929 0 0
JOHNSON CTLS INTL PLC SHS G51502105   25,252,369 239,087 SH   DFND   239,087 0 0
JPMORGAN CHASE & CO. COM 46625H100   54,888,370 189,329 SH   DFND   189,329 0 0
JUNIPER NETWORKS INC COM 48203R104   30,401,304 761,365 SH   DFND   761,365 0 0
KELLANOVA COM 487836108   60,924,513 766,057 SH   DFND   766,057 0 0
KENVUE INC COM 49177J102   18,655,411 891,324 SH   DFND   891,324 0 0
KEURIG DR PEPPER INC COM 49271V100   14,247,306 430,953 SH   DFND   430,953 0 0
KEYCORP COM 493267108   840,933 48,274 SH   DFND   48,274 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   18,653,659 113,839 SH   DFND   113,839 0 0
KIMCO RLTY CORP COM 49446R109   8,738,308 415,714 SH   DFND   415,714 0 0
KINDER MORGAN INC DEL COM 49456B101   4,191,793 142,578 SH   DFND   142,578 0 0
KKR & CO INC COM 48251W104   4,382,939 32,947 SH   DFND   32,947 0 0
KLA CORP COM NEW 482480100   28,336,735 31,635 SH   DFND   31,635 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,172,095 26,500 SH   DFND   26,500 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   6,170,413 24,599 SH   DFND   24,599 0 0
LAM RESEARCH CORP COM NEW 512807306   65,891,880 676,925 SH   DFND   676,925 0 0
LEIDOS HOLDINGS INC COM 525327102   2,671,981 16,937 SH   DFND   16,937 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   42,382,104 430,800 SH   DFND   430,800 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   10,190,180 1,018,000 SH   DFND   1,018,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   4,885,832 60,200 SH   DFND   60,200 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229748   3,918,364 49,300 SH   DFND   49,300 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   6,541,700 62,600 SH   DFND   62,600 0 0
LIGHT & WONDER INC COM 80874P109   54,386,900 565,000 SH   DFND   565,000 0 0
LINDE PLC SHS G54950103   269,313,073 574,008 SH   DFND   574,008 0 0
LOCKHEED MARTIN CORP COM 539830109   12,707,635 27,438 SH   DFND   27,438 0 0
LOEWS CORP COM 540424108   771,502 8,417 SH   DFND   8,417 0 0
LOWES COS INC COM 548661107   365,642 1,648 SH   DFND   1,648 0 0
LYFT INC CL A COM 55087P104   4,272,536 203,400 SH   DFND   203,400 0 0
M & T BK CORP COM 55261F104   1,505,944 7,763 SH   DFND   7,763 0 0
MACH NATURAL RESOURCES LP COM UNIT LTD PAR 55445L100   6,440,240 446,000 SH   DFND   446,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   4,929,176 34,400 SH   DFND   34,400 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   3,071,565 14,700 SH   DFND   14,700 0 0
MAGNERA CORP COM SHS 55939A107   1,328,800 110,000 SH   DFND   110,000 0 0
MANHATTAN ASSOCIATES INC COM 562750109   8,708,427 44,100 SH   DFND   44,100 0 0
MARATHON PETE CORP COM 56585A102   6,692,904 40,292 SH   DFND   40,292 0 0
MARKETAXESS HLDGS INC COM 57060D108   405,139 1,814 SH   DFND   1,814 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,192,562 4,365 SH   DFND   4,365 0 0
MARSH & MCLENNAN COS INC COM 571748102   5,210,191 23,830 SH   DFND   23,830 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,058,151 39,511 SH   DFND   39,511 0 0
MASCO CORP COM 574599106   7,160,436 111,256 SH   DFND   111,256 0 0
MASTERCARD INCORPORATED CL A 57636Q104   843,899,014 1,415,966 SH   DFND   1,415,966 0 0
MCDONALDS CORP COM 580135101   72,177,092 247,038 SH   DFND   247,038 0 0
MCKESSON CORP COM 58155Q103   12,063,024 16,462 SH   DFND   16,462 0 0
MERCADOLIBRE INC COM 58733R102   6,071,462 2,323 SH   DFND   2,323 0 0
MERCK & CO INC COM 58933Y105   61,501,779 776,930 SH   DFND   776,930 0 0
META PLATFORMS INC CL A 30303M102   293,204,038 397,247 SH   DFND   397,247 0 0
METLIFE INC COM 59156R108   2,556,873 31,794 SH   DFND   31,794 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   17,557,104 249,497 SH   DFND   249,497 0 0
MICRON TECHNOLOGY INC COM 595112103   17,189,061 139,465 SH   DFND   139,465 0 0
MICROSOFT CORP COM 594918104   1,583,299,802 2,971,088 SH   DFND   2,971,088 0 0
MOLINA HEALTHCARE INC COM 60855R100   2,124,623 7,132 SH   DFND   7,132 0 0
MONDELEZ INTL INC CL A 609207105   27,630,775 409,709 SH   DFND   409,709 0 0
MONGODB INC CL A 60937P106   42,307,105 201,472 SH   DFND   201,472 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   8,004,390 127,784 SH   DFND   127,784 0 0
MOODYS CORP COM 615369105   3,752,896 7,482 SH   DFND   7,482 0 0
MORGAN STANLEY COM NEW 617446448   8,415,540 59,744 SH   DFND   59,744 0 0
MOSAIC CO NEW COM 61945C103   21,001,390 575,696 SH   DFND   575,696 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   49,094,171 116,763 SH   DFND   116,763 0 0
MPLX LP COM UNIT REP LTD 55336V100   235,014,375 4,562,500 SH   DFND   4,562,500 0 0
MSCI INC COM 55354G100   2,158,161 3,742 SH   DFND   3,742 0 0
NASDAQ INC COM 631103108   1,787,595 19,991 SH   DFND   19,991 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608   11,623,567 121,700 SH   DFND   121,700 0 0
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409   1,627,776 43,200 SH   DFND   43,200 0 0
NETFLIX INC COM 64110L106   88,908,858 66,393 SH   DFND   66,393 0 0
NEW YORK TIMES CO CL A 650111107   2,177,622 38,900 SH   DFND   38,900 0 0
NEWS CORP NEW CL A 65249B109   837,985 28,196 SH   DFND   28,196 0 0
NEWS CORP NEW CL B 65249B208   503,190 14,666 SH   DFND   14,666 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   6,387,079 1,495,803 SH   DFND   1,495,803 0 0
NIKE INC CL B 654106103   398,179 5,605 SH   DFND   5,605 0 0
NISOURCE INC COM 65473P105   5,205,312 129,036 SH   DFND   129,036 0 0
NORTHERN TR CORP COM 665859104   1,192,967 9,409 SH   DFND   9,409 0 0
NORTHROP GRUMMAN CORP COM 666807102   8,900,644 17,802 SH   DFND   17,802 0 0
NRG ENERGY INC COM NEW 629377508   8,755,625 54,525 SH   DFND   54,525 0 0
NUCOR CORP COM 670346105   3,933,093 30,362 SH   DFND   30,362 0 0
NUTANIX INC CL A 67059N108   14,133,756 184,900 SH   DFND   184,900 0 0
NVENT ELECTRIC PLC SHS G6700G107   5,471,775 74,700 SH   DFND   74,700 0 0
NVIDIA CORPORATION COM 67066G104   1,688,196,773 10,685,466 SH   DFND   10,685,466 0 0
NVR INC COM 62944T105   627,781 85 SH   DFND   85 0 0
NXP SEMICONDUCTORS N V COM N6596X109   17,964,029 82,219 SH   DFND   82,219 0 0
OCCIDENTAL PETE CORP COM 674599105   201,060 4,786 SH   DFND   4,786 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   5,574,465 152,100 SH   DFND   152,100 0 0
ON SEMICONDUCTOR CORP COM 682189105   321,588 6,136 SH   DFND   6,136 0 0
ONTO INNOVATION INC COM 683344105   5,409,848 53,600 SH   DFND   53,600 0 0
ORACLE CORP COM 68389X105   182,364,311 834,123 SH   DFND   834,123 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   20,320,169 225,454 SH   DFND   225,454 0 0
OWENS CORNING NEW COM 690742101   1,622,736 11,800 SH   DFND   11,800 0 0
PACCAR INC COM 693718108   868,088 9,132 SH   DFND   9,132 0 0
PACKAGING CORP AMER COM 695156109   17,116,348 90,827 SH   DFND   90,827 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   109,535,574 803,518 SH   DFND   803,518 0 0
PALO ALTO NETWORKS INC COM 697435105   2,410,045 11,777 SH   DFND   11,777 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   1,074,351 83,283 SH   DFND   83,283 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,268,330 7,000 SH   DFND   7,000 0 0
PAYPAL HLDGS INC COM 70450Y103   2,759,948 37,136 SH   DFND   37,136 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,528,873 14,608 SH   DFND   14,608 0 0
PENTAIR PLC SHS G7S00T104   2,222,486 21,649 SH   DFND   21,649 0 0
PEPSICO INC COM 713448108   146,691,026 1,110,959 SH   DFND   1,110,959 0 0
PFIZER INC COM 717081103   20,466,002 844,307 SH   DFND   844,307 0 0
PG&E CORP COM 69331C108   358,035 25,684 SH   DFND   25,684 0 0
PHILIP MORRIS INTL INC COM 718172109   99,098,208 544,107 SH   DFND   544,107 0 0
PINNACLE WEST CAP CORP COM 723484101   7,623,828 85,211 SH   DFND   85,211 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   45,459,248 2,481,400 SH   DFND   2,481,400 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   4,993,510 257,000 SH   DFND   257,000 0 0
PNC FINL SVCS GROUP INC COM 693475105   222,026 1,191 SH   DFND   1,191 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   797,159 10,036 SH   DFND   10,036 0 0
PROCTER AND GAMBLE CO COM 742718109   58,419,298 366,679 SH   DFND   366,679 0 0
PROGRESSIVE CORP COM 743315103   494,225 1,852 SH   DFND   1,852 0 0
PROLOGIS INC. COM 74340W103   17,167,357 163,312 SH   DFND   163,312 0 0
PRUDENTIAL FINL INC COM 744320102   1,839,480 17,121 SH   DFND   17,121 0 0
PUBLIC STORAGE OPER CO COM 74460D109   227,401 775 SH   DFND   775 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   223,835 2,659 SH   DFND   2,659 0 0
PULTE GROUP INC COM 745867101   1,030,555 9,772 SH   DFND   9,772 0 0
QORVO INC COM 74736K101   3,659,621 43,100 SH   DFND   43,100 0 0
QUALCOMM INC COM 747525103   79,460,547 498,936 SH   DFND   498,936 0 0
RALLIANT CORP COM 750940108   467,492 9,641 SH   DFND   9,641 0 0
RALPH LAUREN CORP CL A 751212101   5,272,759 19,224 SH   DFND   19,224 0 0
RAYMOND JAMES FINL INC COM 754730109   1,346,742 8,781 SH   DFND   8,781 0 0
REALTY INCOME CORP COM 756109104   410,644 7,128 SH   DFND   7,128 0 0
REGENERON PHARMACEUTICALS COM 75886F107   24,217,200 46,128 SH   DFND   46,128 0 0
REPUBLIC SVCS INC COM 760759100   6,591,145 26,727 SH   DFND   26,727 0 0
ROBLOX CORP CL A 771049103   29,897,840 284,200 SH   DFND   284,200 0 0
ROCKWELL AUTOMATION INC COM 773903109   5,524,319 16,631 SH   DFND   16,631 0 0
ROKU INC COM CL A 77543R102   4,332,977 49,300 SH   DFND   49,300 0 0
ROLLINS INC COM 775711104   332,145 5,887 SH   DFND   5,887 0 0
ROPER TECHNOLOGIES INC COM 776696106   24,416,066 43,074 SH   DFND   43,074 0 0
ROSS STORES INC COM 778296103   6,942,393 54,416 SH   DFND   54,416 0 0
RTX CORPORATION COM 75513E101   25,668,272 175,786 SH   DFND   175,786 0 0
S&P GLOBAL INC COM 78409V104   8,004,789 15,181 SH   DFND   15,181 0 0
SALESFORCE INC COM 79466L302   167,801,700 615,357 SH   DFND   615,357 0 0
SAREPTA THERAPEUTICS INC COM 803607100   6,368,040 489,100 SH   DFND   489,100 0 0
SCHWAB CHARLES CORP COM 808513105   1,366,045 14,972 SH   DFND   14,972 0 0
SEADRILL LTD COM G7997W102   11,405,966 434,513 SH   DFND   434,513 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   259,538,427 1,759,344 SH   DFND   1,759,344 0 0
SERVICENOW INC COM 81762P102   46,198,831 44,937 SH   DFND   44,937 0 0
SHERWIN WILLIAMS CO COM 824348106   22,069,121 64,274 SH   DFND   64,274 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   1,882,743 16,322 SH   DFND   16,322 0 0
SIMON PPTY GROUP INC NEW COM 828806109   6,490,524 40,374 SH   DFND   40,374 0 0
SIMPSON MFG INC COM 829073105   7,268,508 46,800 SH   DFND   46,800 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   19,709,511 647,700 SH   DFND   647,700 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   3,424,492 45,954 SH   DFND   45,954 0 0
SMITH A O CORP COM 831865209   1,002,893 15,295 SH   DFND   15,295 0 0
SMITHFIELD FOODS INC COM 832248207   5,030,714 213,800 SH   DFND   213,800 0 0
SMUCKER J M CO COM NEW 832696405   4,195,988 22,529 SH   DFND   22,529 0 0
SNOWFLAKE INC CL A 833445109   5,818,020 26,000 SH   DFND   26,000 0 0
SOUTHERN CO COM 842587107   241,513 2,630 SH   DFND   2,630 0 0
SOUTHERN COPPER CORP COM 84265V105   5,240,606 51,800 SH   DFND   51,800 0 0
SOUTHWEST AIRLS CO COM 844741108   26,504,583 817,034 SH   DFND   817,034 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   488,240 1,108 SH   DFND   1,108 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   182,968,863 296,138 SH   DFND   296,138 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   25,552,870 669,800 SH   DFND   669,800 0 0
STARBUCKS CORP COM 855244109   1,486,330 16,221 SH   DFND   16,221 0 0
STATE STR CORP COM 857477103   1,466,748 13,793 SH   DFND   13,793 0 0
STERIS PLC SHS USD G8473T100   222,924 928 SH   DFND   928 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   1,463,870 79,000 SH   DFND   79,000 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   9,812,329 183,100 SH   DFND   183,100 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   3,305,038 67,436 SH   DFND   67,436 0 0
SYLVAMO CORP COMMON STOCK 871332102   6,012,050 120,001 SH   DFND   120,001 0 0
SYNCHRONY FINANCIAL COM 87165B103   1,228,617 18,409 SH   DFND   18,409 0 0
SYNOPSYS INC COM 871607107   1,207,361 2,355 SH   DFND   2,355 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,471,819 19,744 SH   DFND   19,744 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   7,441,167 30,641 SH   DFND   30,641 0 0
TAPESTRY INC COM 876030107   236,209 2,690 SH   DFND   2,690 0 0
TARGA RES CORP COM 87612G101   13,551,084 66,244 SH   DFND   66,244 0 0
TECHNIPFMC PLC COM G87110105   29,793,837 865,094 SH   DFND   865,094 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   6,635,200 37,700 SH   DFND   37,700 0 0
TERADATA CORP DEL COM 88076W103   5,979,080 268,000 SH   DFND   268,000 0 0
TERADYNE INC COM 880770102   5,629,711 62,608 SH   DFND   62,608 0 0
TESLA INC COM 88160R101   230,842,887 726,698 SH   DFND   726,698 0 0
TEXAS INSTRS INC COM 882508104   54,076,498 260,459 SH   DFND   260,459 0 0
TEXTRON INC COM 883203101   1,907,369 23,756 SH   DFND   23,756 0 0
THE CIGNA GROUP COM 125523100   11,620,218 35,151 SH   DFND   35,151 0 0
THE TRADE DESK INC COM CL A 88339J105   1,478,387 20,536 SH   DFND   20,536 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   57,279,740 160,071 SH   DFND   160,071 0 0
TJX COS INC NEW COM 872540109   8,188,498 66,309 SH   DFND   66,309 0 0
T-MOBILE US INC COM 872590104   34,495,759 144,782 SH   DFND   144,782 0 0
TOLL BROTHERS INC COM 889478103   5,580,957 48,900 SH   DFND   48,900 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   19,528,169 44,645 SH   DFND   44,645 0 0
TRAVEL PLUS LEISURE CO COM 894164102   1,512,173 29,300 SH   DFND   29,300 0 0
TRAVELERS COMPANIES INC COM 89417E109   4,172,286 15,595 SH   DFND   15,595 0 0
TRUIST FINL CORP COM 89832Q109   2,714,518 63,143 SH   DFND   63,143 0 0
TXO PARTNERS LP COM UNIT 87313P103   2,436,480 162,000 SH   DFND   162,000 0 0
TYLER TECHNOLOGIES INC COM 902252105   3,245,206 5,474 SH   DFND   5,474 0 0
TYSON FOODS INC CL A 902494103   3,900,584 69,728 SH   DFND   69,728 0 0
UBER TECHNOLOGIES INC COM 90353T100   45,453,241 487,173 SH   DFND   487,173 0 0
UIPATH INC CL A 90364P105   16,640,000 1,300,000 SH   DFND   1,300,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   2,901,528 79,800 SH   DFND   79,800 0 0
UNION PAC CORP COM 907818108   40,590,253 176,418 SH   DFND   176,418 0 0
UNITED AIRLS HLDGS INC COM 910047109   7,538,970 94,675 SH   DFND   94,675 0 0
UNITED PARCEL SERVICE INC CL B 911312106   25,190,082 249,555 SH   DFND   249,555 0 0
UNITED RENTALS INC COM 911363109   416,630 553 SH   DFND   553 0 0
UNITEDHEALTH GROUP INC COM 91324P102   38,711,109 124,086 SH   DFND   124,086 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   1,363,154 7,525 SH   DFND   7,525 0 0
US BANCORP DEL COM NEW 902973304   3,416,918 75,512 SH   DFND   75,512 0 0
VENTAS INC COM 92276F100   3,749,973 59,382 SH   DFND   59,382 0 0
VERALTO CORP COM SHS 92338C103   30,044,133 297,614 SH   DFND   297,614 0 0
VERISIGN INC COM 92343E102   11,010,789 38,126 SH   DFND   38,126 0 0
VERISK ANALYTICS INC COM 92345Y106   7,169,484 23,016 SH   DFND   23,016 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   507,297 11,724 SH   DFND   11,724 0 0
VICI PPTYS INC COM 925652109   257,247 7,891 SH   DFND   7,891 0 0
VISTRA CORP COM 92840M102   8,285,378 42,750 SH   DFND   42,750 0 0
VONTIER CORPORATION COM 928881101   1,202,940 32,600 SH   DFND   32,600 0 0
VULCAN MATLS CO COM 929160109   4,533,573 17,382 SH   DFND   17,382 0 0
WABTEC COM 929740108   4,713,934 22,517 SH   DFND   22,517 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   6,900,020 601,047 SH   DFND   601,047 0 0
WALMART INC COM 931142103   74,324,338 760,118 SH   DFND   760,118 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   423,229 36,931 SH   DFND   36,931 0 0
WASTE MGMT INC DEL COM 94106L109   25,080,731 109,609 SH   DFND   109,609 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   1,544,517 30,700 SH   DFND   30,700 0 0
WELLS FARGO CO NEW COM 949746101   11,225,773 140,112 SH   DFND   140,112 0 0
WELLTOWER INC COM 95040Q104   4,848,952 31,542 SH   DFND   31,542 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   8,312,431 37,991 SH   DFND   37,991 0 0
WESTERN DIGITAL CORP COM 958102105   6,828,117 106,706 SH   DFND   106,706 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103   463,890 21,000 SH   DFND   21,000 0 0
WESTLAKE CORPORATION COM 960413102   8,458,602 111,400 SH   DFND   111,400 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   473,518 18,432 SH   DFND   18,432 0 0
WILLIAMS COS INC COM 969457100   21,491,132 342,161 SH   DFND   342,161 0 0
WORKDAY INC CL A 98138H101   876,480 3,652 SH   DFND   3,652 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   3,492,030 43,000 SH   DFND   43,000 0 0
WYNN RESORTS LTD COM 983134107   1,084,699 11,580 SH   DFND   11,580 0 0
XCEL ENERGY INC COM 98389B100   866,368 12,722 SH   DFND   12,722 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106   16,400,000 2,000,000 SH   DFND   2,000,000 0 0
XYLEM INC COM 98419M100   2,719,147 21,020 SH   DFND   21,020 0 0
YETI HLDGS INC COM 98585X104   1,888,048 59,900 SH   DFND   59,900 0 0
YUM BRANDS INC COM 988498101   3,451,409 23,292 SH   DFND   23,292 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   6,226,097 20,191 SH   DFND   20,191 0 0
ZSCALER INC COM 98980G102   1,455,112 4,635 SH   DFND   4,635 0 0