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   4,600,000 1,000,000 SH   DFND   1,000,000 0 0
3M CO COM 88579Y101   4,404,164 28,381 SH   DFND   28,381 0 0
ABBOTT LABS COM 002824100   63,404,249 473,378 SH   DFND   473,378 0 0
ABBVIE INC COM 00287Y109   213,364,342 921,501 SH   DFND   921,501 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   34,818,934 141,196 SH   DFND   141,196 0 0
ADOBE INC COM 00724F101   91,501,939 259,396 SH   DFND   259,396 0 0
ADVANCED MICRO DEVICES INC COM 007903107   155,570,631 961,559 SH   DFND   961,559 0 0
AECOM COM 00766T100   2,557,212 19,600 SH   DFND   19,600 0 0
AES CORP COM 00130H105   132,271 10,051 SH   DFND   10,051 0 0
AFLAC INC COM 001055102   2,517,941 22,542 SH   DFND   22,542 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   2,149,477 16,747 SH   DFND   16,747 0 0
AIR PRODS & CHEMS INC COM 009158106   13,137,195 48,171 SH   DFND   48,171 0 0
AIRBNB INC COM CL A 009066101   59,090,379 486,661 SH   DFND   486,661 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   305,010 4,026 SH   DFND   4,026 0 0
ALBEMARLE CORP COM 012653101   5,425,874 66,920 SH   DFND   66,920 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,160,315 6,492 SH   DFND   6,492 0 0
ALIGN TECHNOLOGY INC COM 016255101   1,091,292 8,715 SH   DFND   8,715 0 0
ALLEGION PLC ORD SHS G0176J109   1,968,230 11,098 SH   DFND   11,098 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   9,560,259 378,100 SH   DFND   378,100 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   3,140,560 37,000 SH   DFND   37,000 0 0
ALLSTATE CORP COM 020002101   2,648,781 12,340 SH   DFND   12,340 0 0
ALPHABET INC CAP STK CL A 02079K305   434,488,254 1,787,282 SH   DFND   1,787,282 0 0
ALPHABET INC CAP STK CL C 02079K107   379,483,049 1,558,132 SH   DFND   1,558,132 0 0
ALTRIA GROUP INC COM 02209S103   14,210,167 215,110 SH   DFND   215,110 0 0
AMAZON COM INC COM 023135106   345,345,624 1,572,827 SH   DFND   1,572,827 0 0
AMER SPORTS INC COM SHS G0260P102   60,266,925 1,734,300 SH   DFND   1,734,300 0 0
AMERICAN EXPRESS CO COM 025816109   9,983,733 30,057 SH   DFND   30,057 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   2,037,720 25,945 SH   DFND   25,945 0 0
AMERICAN TOWER CORP NEW COM 03027X100   11,641,899 60,534 SH   DFND   60,534 0 0
AMERIPRISE FINL INC COM 03076C106   2,168,869 4,415 SH   DFND   4,415 0 0
AMETEK INC COM 031100100   17,306,716 92,057 SH   DFND   92,057 0 0
AMPHENOL CORP NEW CL A 032095101   16,351,830 132,136 SH   DFND   132,136 0 0
ANALOG DEVICES INC COM 032654105   37,679,815 153,357 SH   DFND   153,357 0 0
ANTERO RESOURCES CORP COM 03674X106   6,426,740 191,500 SH   DFND   191,500 0 0
APA CORPORATION COM 03743Q108   1,470,494 60,564 SH   DFND   60,564 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   26,578,935 1,174,500 SH   DFND   1,174,500 0 0
APPLE INC COM 037833100   1,285,546,407 5,048,684 SH   DFND   5,048,684 0 0
APPLOVIN CORP COM CL A 03831W108   30,774,350 42,829 SH   DFND   42,829 0 0
APTARGROUP INC COM 038336103   507,908 3,800 SH   DFND   3,800 0 0
ARAMARK COM 03852U106   3,733,325 97,222 SH   DFND   97,222 0 0
ARCH CAP GROUP LTD ORD G0450A105   1,579,246 17,406 SH   DFND   17,406 0 0
ARISTA NETWORKS INC COM SHS 040413205   46,811,086 321,262 SH   DFND   321,262 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   1,056,223 7,465 SH   DFND   7,465 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   3,273,367 16,700 SH   DFND   16,700 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,310,905 4,453 SH   DFND   4,453 0 0
ASSURANT INC COM 04621X108   511,826 2,363 SH   DFND   2,363 0 0
ASTERA LABS INC COM 04626A103   26,844,180 137,100 SH   DFND   137,100 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   247,038 3,220 SH   DFND   3,220 0 0
AT&T INC COM 00206R102   26,279,551 930,579 SH   DFND   930,579 0 0
ATI INC COM 01741R102   23,874,347 293,513 SH   DFND   293,513 0 0
ATLASSIAN CORPORATION CL A 049468101   16,146,469 101,105 SH   DFND   101,105 0 0
AUTODESK INC COM 052769106   15,841,568 49,868 SH   DFND   49,868 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   80,268,435 273,487 SH   DFND   273,487 0 0
AUTOZONE INC COM 053332102   17,002,221 3,963 SH   DFND   3,963 0 0
AVERY DENNISON CORP COM 053611109   1,634,836 10,081 SH   DFND   10,081 0 0
AVIS BUDGET GROUP COM 053774105   166,195,125 1,035,000 SH   DFND   1,035,000 0 0
AXON ENTERPRISE INC COM 05464C101   1,270,223 1,770 SH   DFND   1,770 0 0
BAKER HUGHES COMPANY CL A 05722G100   1,004,389 20,624 SH   DFND   20,624 0 0
BANK AMERICA CORP COM 060505104   307,637,619 5,963,125 SH   DFND   5,963,125 0 0
BANK NEW YORK MELLON CORP COM 064058100   826,353 7,584 SH   DFND   7,584 0 0
BARRICK MNG CORP COM SHS 06849F108   7,453,635 227,453 SH   DFND   227,453 0 0
BAUSCH HEALTH COS INC COM 071734107   32,250,000 5,000,000 SH   DFND   5,000,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   23,256,730 639,800 SH   DFND   639,800 0 0
BERKLEY W R CORP COM 084423102   1,075,208 14,033 SH   DFND   14,033 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,587,452 11,114 SH   DFND   11,114 0 0
BEST BUY INC COM 086516101   40,470,841 535,187 SH   DFND   535,187 0 0
BILL HOLDINGS INC COM 090043100   26,485,000 500,000 SH   DFND   500,000 0 0
BIO-TECHNE CORP COM 09073M104   1,127,398 20,266 SH   DFND   20,266 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   6,697,458 509,700 SH   DFND   509,700 0 0
BLACKSTONE INC COM 09260D107   5,897,571 34,519 SH   DFND   34,519 0 0
BLOCK INC CL A 852234103   1,860,013 25,737 SH   DFND   25,737 0 0
BOEING CO COM 097023105   7,670,382 35,539 SH   DFND   35,539 0 0
BOOKING HOLDINGS INC COM 09857L108   99,324,971 18,396 SH   DFND   18,396 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   2,388,805 23,900 SH   DFND   23,900 0 0
BORGWARNER INC COM 099724106   3,635,492 82,700 SH   DFND   82,700 0 0
BOSTON SCIENTIFIC CORP COM 101137107   24,143,508 247,296 SH   DFND   247,296 0 0
BOYD GAMING CORP COM 103304101   3,354,260 38,800 SH   DFND   38,800 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   1,053,129 9,700 SH   DFND   9,700 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   43,437,298 963,133 SH   DFND   963,133 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   10,761,984 388,800 SH   DFND   388,800 0 0
BROADCOM INC COM 11135F101   888,499,426 2,693,157 SH   DFND   2,693,157 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   14,919,445 62,642 SH   DFND   62,642 0 0
BROWN & BROWN INC COM 115236101   1,286,893 13,721 SH   DFND   13,721 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   528,646 1,505 SH   DFND   1,505 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   16,211,054 599,854 SH   DFND   599,854 0 0
CAMDEN PPTY TR SH BEN INT 133131102   404,056 3,784 SH   DFND   3,784 0 0
CAPITAL ONE FINL CORP COM 14040H105   6,366,346 29,948 SH   DFND   29,948 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   478,080 24,000 SH   DFND   24,000 0 0
CARDINAL HEALTH INC COM 14149Y108   81,316,267 518,070 SH   DFND   518,070 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   11,445,445 191,716 SH   DFND   191,716 0 0
CATERPILLAR INC COM 149123101   37,201,954 77,967 SH   DFND   77,967 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,201,235 4,898 SH   DFND   4,898 0 0
CBRE GROUP INC CL A 12504L109   35,673,317 226,411 SH   DFND   226,411 0 0
CDW CORP COM 12514G108   4,286,543 26,912 SH   DFND   26,912 0 0
CELANESE CORP DEL COM 150870103   12,055,920 286,500 SH   DFND   286,500 0 0
CELSIUS HLDGS INC COM NEW 15118V207   1,011,824 17,600 SH   DFND   17,600 0 0
CENCORA INC COM 03073E105   52,681,307 168,564 SH   DFND   168,564 0 0
CENTENE CORP DEL COM 15135B101   974,671 27,317 SH   DFND   27,317 0 0
CHARLES RIV LABS INTL INC COM 159864107   995,399 6,362 SH   DFND   6,362 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   5,798,113 21,076 SH   DFND   21,076 0 0
CHEMED CORP NEW COM 16359R103   761,158 1,700 SH   DFND   1,700 0 0
CHEVRON CORP NEW COM 166764100   169,198,083 1,089,562 SH   DFND   1,089,562 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   9,876,860 252,025 SH   DFND   252,025 0 0
CHUBB LIMITED COM H1467J104   4,900,707 17,363 SH   DFND   17,363 0 0
CHURCHILL DOWNS INC COM 171484108   4,918,407 50,700 SH   DFND   50,700 0 0
CINCINNATI FINL CORP COM 172062101   1,157,766 7,323 SH   DFND   7,323 0 0
CINTAS CORP COM 172908105   77,259,043 376,396 SH   DFND   376,396 0 0
CIRRUS LOGIC INC COM 172755100   4,272,389 34,100 SH   DFND   34,100 0 0
CISCO SYS INC COM 17275R102   65,964,543 964,112 SH   DFND   964,112 0 0
CITIGROUP INC COM NEW 172967424   8,750,315 86,210 SH   DFND   86,210 0 0
CITIZENS FINL GROUP INC COM 174610105   1,086,325 20,435 SH   DFND   20,435 0 0
CLEARWAY ENERGY INC CL A 18539C105   3,207,363 119,100 SH   DFND   119,100 0 0
CLOROX CO DEL COM 189054109   2,083,893 16,901 SH   DFND   16,901 0 0
CME GROUP INC COM 12572Q105   4,780,201 17,692 SH   DFND   17,692 0 0
CMS ENERGY CORP COM 125896100   46,827,572 639,197 SH   DFND   639,197 0 0
COCA COLA CO COM 191216100   61,730,988 930,805 SH   DFND   930,805 0 0
COCA COLA CONS INC COM 191098102   937,280 8,000 SH   DFND   8,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   633,774 7,010 SH   DFND   7,010 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   161,920,260 2,414,198 SH   DFND   2,414,198 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   874,437 2,591 SH   DFND   2,591 0 0
COLGATE PALMOLIVE CO COM 194162103   14,199,982 177,633 SH   DFND   177,633 0 0
COMCAST CORP NEW CL A 20030N101   24,597,838 782,872 SH   DFND   782,872 0 0
CONOCOPHILLIPS COM 20825C104   1,228,157 12,984 SH   DFND   12,984 0 0
CONSOLIDATED EDISON INC COM 209115104   4,692,977 46,687 SH   DFND   46,687 0 0
CONSTELLATION ENERGY CORP COM 21037T109   545,927 1,659 SH   DFND   1,659 0 0
COOPER COS INC COM 216648501   1,768,300 25,792 SH   DFND   25,792 0 0
COPART INC COM 217204106   7,449,415 165,653 SH   DFND   165,653 0 0
CORNING INC COM 219350105   11,400,037 138,974 SH   DFND   138,974 0 0
CORTEVA INC COM 22052L104   3,240,627 47,917 SH   DFND   47,917 0 0
COSTAR GROUP INC COM 22160N109   10,803,747 128,052 SH   DFND   128,052 0 0
COSTCO WHSL CORP NEW COM 22160K105   86,605,645 93,564 SH   DFND   93,564 0 0
COUPANG INC CL A 22266T109   8,642,480 268,400 SH   DFND   268,400 0 0
CRH PLC ORD G25508105   66,112,860 551,400 SH   DFND   551,400 0 0
CROSSAMERICA PARTNERS LP UT LTD PTN INT 22758A105   273,390 13,000 SH   DFND   13,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   45,879,462 93,559 SH   DFND   93,559 0 0
CROWN CASTLE INC COM 22822V101   42,580,651 441,296 SH   DFND   441,296 0 0
CSX CORP COM 126408103   4,188,262 117,946 SH   DFND   117,946 0 0
CUMMINS INC COM 231021106   13,858,804 32,812 SH   DFND   32,812 0 0
CURTISS WRIGHT CORP COM 231561101   1,140,174 2,100 SH   DFND   2,100 0 0
CVR PARTNERS LP COM 126633205   1,757,340 19,500 SH   DFND   19,500 0 0
CVS HEALTH CORP COM 126650100   10,794,114 143,177 SH   DFND   143,177 0 0
D R HORTON INC COM 23331A109   6,580,181 38,828 SH   DFND   38,828 0 0
DANAHER CORPORATION COM 235851102   69,586,484 350,986 SH   DFND   350,986 0 0
DATADOG INC CL A COM 23804L103   670,134 4,706 SH   DFND   4,706 0 0
DAVITA INC COM 23918K108   341,210 2,568 SH   DFND   2,568 0 0
DEERE & CO COM 244199105   10,445,190 22,843 SH   DFND   22,843 0 0
DESTINATION XL GROUP INC COM 25065K104   393,000 300,000 SH   DFND   300,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   2,877,199 82,065 SH   DFND   82,065 0 0
DEXCOM INC COM 252131107   33,977,413 504,940 SH   DFND   504,940 0 0
DIAMONDBACK ENERGY INC COM 25278X109   272,462 1,904 SH   DFND   1,904 0 0
DIGITAL RLTY TR INC COM 253868103   4,225,879 24,444 SH   DFND   24,444 0 0
DISNEY WALT CO COM 254687106   69,664,434 608,423 SH   DFND   608,423 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107   882,000 200,000 SH   DFND   200,000 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   904,625 12,500 SH   DFND   12,500 0 0
DOLLAR GEN CORP NEW COM 256677105   2,940,308 28,450 SH   DFND   28,450 0 0
DOLLAR TREE INC COM 256746108   16,013,740 169,691 SH   DFND   169,691 0 0
DOMINOS PIZZA INC COM 25754A201   20,220,433 46,838 SH   DFND   46,838 0 0
DOORDASH INC CL A 25809K105   14,586,552 53,629 SH   DFND   53,629 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105   2,462,139 95,100 SH   DFND   95,100 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   997,934 83,300 SH   DFND   83,300 0 0
DOVER CORP COM 260003108   2,957,562 17,728 SH   DFND   17,728 0 0
DUPONT DE NEMOURS INC COM 26614N102   10,838,227 139,130 SH   DFND   139,130 0 0
DUTCH BROS INC CL A 26701L100   22,527,136 430,400 SH   DFND   430,400 0 0
ECOLAB INC COM 278865100   9,037,106 32,999 SH   DFND   32,999 0 0
EDISON INTL COM 281020107   18,413,602 333,097 SH   DFND   333,097 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   4,144,985 53,298 SH   DFND   53,298 0 0
ELASTIC N V ORD SHS N14506104   31,185,259 369,100 SH   DFND   369,100 0 0
ELECTRONIC ARTS INC COM 285512109   8,513,555 42,209 SH   DFND   42,209 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103   9,406,023 29,110 SH   DFND   29,110 0 0
ELI LILLY & CO COM 532457108   124,920,649 163,723 SH   DFND   163,723 0 0
EMCOR GROUP INC COM 29084Q100   3,758,888 5,787 SH   DFND   5,787 0 0
ENCOMPASS HEALTH CORP COM 29261A100   1,041,564 8,200 SH   DFND   8,200 0 0
ENTERGY CORP NEW COM 29364G103   292,523 3,139 SH   DFND   3,139 0 0
EOG RES INC COM 26875P101   2,532,118 22,584 SH   DFND   22,584 0 0
EPAM SYS INC COM 29414B104   1,085,688 7,200 SH   DFND   7,200 0 0
EQT CORP COM 26884L109   4,391,195 80,676 SH   DFND   80,676 0 0
EQUINIX INC COM 29444U700   9,909,552 12,652 SH   DFND   12,652 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   513,115 7,927 SH   DFND   7,927 0 0
ERIE INDTY CO CL A 29530P102   378,610 1,190 SH   DFND   1,190 0 0
ESAB CORPORATION COM 29605J106   1,988,972 17,800 SH   DFND   17,800 0 0
ESSEX PPTY TR INC COM 297178105   2,228,537 8,326 SH   DFND   8,326 0 0
ETSY INC COM 29786A106   4,776,628 71,948 SH   DFND   71,948 0 0
EVEREST GROUP LTD COM G3223R108   687,852 1,964 SH   DFND   1,964 0 0
EVERGY INC COM 30034W106   2,261,899 29,754 SH   DFND   29,754 0 0
EXELON CORP COM 30161N101   7,113,245 158,037 SH   DFND   158,037 0 0
EXPAND ENERGY CORPORATION COM 165167735   9,177,755 86,387 SH   DFND   86,387 0 0
EXPEDIA GROUP INC COM NEW 30212P303   3,265,886 15,279 SH   DFND   15,279 0 0
EXTRA SPACE STORAGE INC COM 30225T102   3,867,253 27,439 SH   DFND   27,439 0 0
EXXON MOBIL CORP COM 30231G102   70,460,745 624,929 SH   DFND   624,929 0 0
FASTENAL CO COM 311900104   342,397 6,982 SH   DFND   6,982 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   1,028,094 10,148 SH   DFND   10,148 0 0
FEDEX CORP COM 31428X106   10,410,776 44,149 SH   DFND   44,149 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   1,613,090 24,463 SH   DFND   24,463 0 0
FIFTH THIRD BANCORP COM 316773100   1,380,872 30,996 SH   DFND   30,996 0 0
FORD MTR CO COM 345370860   3,190,581 266,771 SH   DFND   266,771 0 0
FORTINET INC COM 34959E109   10,774,600 128,147 SH   DFND   128,147 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   2,004,802 238,100 SH   DFND   238,100 0 0
FOX CORP CL B COM 35137L204   31,010,332 541,287 SH   DFND   541,287 0 0
FRANKLIN RESOURCES INC COM 354613101   331,823 14,346 SH   DFND   14,346 0 0
FREEPORT-MCMORAN INC CL B 35671D857   9,409,349 239,912 SH   DFND   239,912 0 0
FRESHPET INC COM 358039105   6,354,183 115,300 SH   DFND   115,300 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   8,792,190 235,400 SH   DFND   235,400 0 0
FTAI AVIATION LTD SHS G3730V105   1,668,600 10,000 SH   DFND   10,000 0 0
FTI CONSULTING INC COM 302941109   3,976,590 24,600 SH   DFND   24,600 0 0
FUNKO INC COM CL A 361008105   2,064,000 600,000 SH   DFND   600,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   3,718,738 12,006 SH   DFND   12,006 0 0
GAP INC COM 364760108   1,668,420 78,000 SH   DFND   78,000 0 0
GARMIN LTD SHS H2906T109   5,208,045 21,152 SH   DFND   21,152 0 0
GARTNER INC COM 366651107   22,867,324 86,991 SH   DFND   86,991 0 0
GCI LIBERTY INC COM SER C 36164V800   1,929,095 51,760 SH   DFND   51,760 0 0
GE AEROSPACE COM NEW 369604301   31,375,225 104,299 SH   DFND   104,299 0 0
GE VERNOVA INC COM 36828A101   82,515,276 134,193 SH   DFND   134,193 0 0
GENERAL DYNAMICS CORP COM 369550108   11,129,899 32,639 SH   DFND   32,639 0 0
GENESCO INC COM 371532102   6,087,900 210,000 SH   DFND   210,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   39,699,618 2,375,800 SH   DFND   2,375,800 0 0
GENUINE PARTS CO COM 372460105   4,818,845 34,768 SH   DFND   34,768 0 0
GILEAD SCIENCES INC COM 375558103   20,725,032 186,712 SH   DFND   186,712 0 0
GLOBAL E ONLINE LTD SHS M5216V106   37,440,720 1,047,000 SH   DFND   1,047,000 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109   1,296,000 27,000 SH   DFND   27,000 0 0
GLOBANT S A COM L44385109   8,657,494 150,880 SH   DFND   150,880 0 0
GLOBE LIFE INC COM 37959E102   542,428 3,794 SH   DFND   3,794 0 0
GODADDY INC CL A 380237107   25,751,132 188,198 SH   DFND   188,198 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   12,474,823 15,665 SH   DFND   15,665 0 0
GRAINGER W W INC COM 384802104   11,139,149 11,689 SH   DFND   11,689 0 0
HALLIBURTON CO COM 406216101   645,037 26,221 SH   DFND   26,221 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   6,651,938 90,700 SH   DFND   90,700 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   1,756,346 13,167 SH   DFND   13,167 0 0
HASBRO INC COM 418056107   8,439,526 111,266 SH   DFND   111,266 0 0
HAYWARD HLDGS INC COM 421298100   1,000,944 66,200 SH   DFND   66,200 0 0
HCA HEALTHCARE INC COM 40412C101   1,025,011 2,405 SH   DFND   2,405 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   422,085 22,041 SH   DFND   22,041 0 0
HERSHEY CO COM 427866108   7,301,684 39,036 SH   DFND   39,036 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   13,600,000 2,000,000 SH   DFND   2,000,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   3,765,950 109,000 SH   DFND   109,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   10,777,296 438,815 SH   DFND   438,815 0 0
HOLOGIC INC COM 436440101   1,940,607 28,754 SH   DFND   28,754 0 0
HOME DEPOT INC COM 437076102   176,843,150 436,445 SH   DFND   436,445 0 0
HONEYWELL INTL INC COM 438516106   301,821,409 1,433,014 SH   DFND   1,433,014 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,406,890 82,661 SH   DFND   82,661 0 0
HOULIHAN LOKEY INC CL A 441593100   4,640,232 22,600 SH   DFND   22,600 0 0
HUMANA INC COM 444859102   4,045,123 15,548 SH   DFND   15,548 0 0
HUNT J B TRANS SVCS INC COM 445658107   2,681,522 19,986 SH   DFND   19,986 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   1,460,567 5,073 SH   DFND   5,073 0 0
HYATT HOTELS CORP COM CL A 448579102   26,214,471 184,700 SH   DFND   184,700 0 0
IDEX CORP COM 45167R104   886,554 5,447 SH   DFND   5,447 0 0
IDEXX LABS INC COM 45168D104   214,667 336 SH   DFND   336 0 0
INFORMATICA INC COM CL A 45674M101   21,757,356 875,900 SH   DFND   875,900 0 0
INGERSOLL RAND INC COM 45687V106   483,905 5,857 SH   DFND   5,857 0 0
INSMED INC COM PAR $.01 457669307   53,787,735 373,500 SH   DFND   373,500 0 0
INSPIRE MED SYS INC COM 457730109   1,001,700 13,500 SH   DFND   13,500 0 0
INSULET CORP COM 45784P101   5,341,029 17,300 SH   DFND   17,300 0 0
INTEL CORP COM 458140100   96,900,385 2,888,238 SH   DFND   2,888,238 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   712,390 10,353 SH   DFND   10,353 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,516,443 26,807 SH   DFND   26,807 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   64,572,880 228,852 SH   DFND   228,852 0 0
INTERPUBLIC GROUP COS INC COM 460690100   12,395,585 444,127 SH   DFND   444,127 0 0
INTUIT COM 461202103   38,039,453 55,702 SH   DFND   55,702 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   92,967,042 207,873 SH   DFND   207,873 0 0
INVESCO LTD SHS G491BT108   479,102 20,885 SH   DFND   20,885 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   37,444,477 62,369 SH   DFND   62,369 0 0
INVITATION HOMES INC COM 46187W107   2,138,392 72,908 SH   DFND   72,908 0 0
IRON MTN INC DEL COM 46284V101   1,763,970 17,304 SH   DFND   17,304 0 0
JABIL INC COM 466313103   3,751,395 17,274 SH   DFND   17,274 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,416,627 9,453 SH   DFND   9,453 0 0
JETBLUE AWYS CORP COM 477143101   4,920,000 1,000,000 SH   DFND   1,000,000 0 0
JOHNSON & JOHNSON COM 478160104   177,860,056 959,228 SH   DFND   959,228 0 0
JOHNSON CTLS INTL PLC SHS G51502105   9,075,603 82,543 SH   DFND   82,543 0 0
JPMORGAN CHASE & CO. COM 46625H100   160,748,175 509,616 SH   DFND   509,616 0 0
KELLANOVA COM 487836108   56,695,341 691,238 SH   DFND   691,238 0 0
KENVUE INC COM 49177J102   11,330,017 698,091 SH   DFND   698,091 0 0
KEURIG DR PEPPER INC COM 49271V100   11,142,181 436,777 SH   DFND   436,777 0 0
KEYCORP COM 493267108   826,453 44,219 SH   DFND   44,219 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   7,302,910 41,750 SH   DFND   41,750 0 0
KIMBERLY-CLARK CORP COM 494368103   1,008,397 8,110 SH   DFND   8,110 0 0
KIMCO RLTY CORP COM 49446R109   242,011 11,076 SH   DFND   11,076 0 0
KINDER MORGAN INC DEL COM 49456B101   4,945,304 174,684 SH   DFND   174,684 0 0
KKR & CO INC COM 48251W104   4,202,193 32,337 SH   DFND   32,337 0 0
KLA CORP COM NEW 482480100   2,748,273 2,548 SH   DFND   2,548 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   2,734,092 69,200 SH   DFND   69,200 0 0
KROGER CO COM 501044101   1,997,561 29,633 SH   DFND   29,633 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   9,187,739 305,952 SH   DFND   305,952 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   7,386,952 24,187 SH   DFND   24,187 0 0
LAM RESEARCH CORP COM NEW 512807306   91,050,393 679,988 SH   DFND   679,988 0 0
LAUDER ESTEE COS INC CL A 518439104   2,658,845 30,173 SH   DFND   30,173 0 0
LEIDOS HOLDINGS INC COM 525327102   3,134,091 16,586 SH   DFND   16,586 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   33,028,092 519,800 SH   DFND   519,800 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   11,666,280 1,018,000 SH   DFND   1,018,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   4,648,990 49,300 SH   DFND   49,300 0 0
LIGHT & WONDER INC COM 80874P109   5,875,800 70,000 SH   DFND   70,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106   6,886,236 29,200 SH   DFND   29,200 0 0
LINDE PLC SHS G54950103   243,671,200 512,992 SH   DFND   512,992 0 0
LOCKHEED MARTIN CORP COM 539830109   13,259,018 26,560 SH   DFND   26,560 0 0
LOEWS CORP COM 540424108   799,707 7,966 SH   DFND   7,966 0 0
LOWES COS INC COM 548661107   1,596,321 6,352 SH   DFND   6,352 0 0
LULULEMON ATHLETICA INC COM 550021109   375,610 2,111 SH   DFND   2,111 0 0
LYFT INC CL A COM 55087P104   35,799,265 1,626,500 SH   DFND   1,626,500 0 0
M & T BK CORP COM 55261F104   1,446,183 7,318 SH   DFND   7,318 0 0
MACH NATURAL RESOURCES LP COM UNIT LTD PAR 55445L100   10,899,860 827,000 SH   DFND   827,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   10,638,915 85,460 SH   DFND   85,460 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   1,293,900 5,700 SH   DFND   5,700 0 0
MAGNERA CORP COM SHS 55939A107   1,289,200 110,000 SH   DFND   110,000 0 0
MARATHON PETE CORP COM 56585A102   11,803,783 61,242 SH   DFND   61,242 0 0
MARKETAXESS HLDGS INC COM 57060D108   2,387,225 13,700 SH   DFND   13,700 0 0
MARRIOTT INTL INC NEW CL A 571903202   328,415 1,261 SH   DFND   1,261 0 0
MARSH & MCLENNAN COS INC COM 571748102   4,639,624 23,022 SH   DFND   23,022 0 0
MARVELL TECHNOLOGY INC COM 573874104   12,668,340 150,688 SH   DFND   150,688 0 0
MASCO CORP COM 574599106   1,905,176 27,066 SH   DFND   27,066 0 0
MASIMO CORP COM 574795100   3,069,040 20,800 SH   DFND   20,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104   762,808,907 1,341,061 SH   DFND   1,341,061 0 0
MATCH GROUP INC NEW COM 57667L107   1,102,231 31,207 SH   DFND   31,207 0 0
MCDONALDS CORP COM 580135101   87,157,171 286,805 SH   DFND   286,805 0 0
MCKESSON CORP COM 58155Q103   37,220,977 48,180 SH   DFND   48,180 0 0
MERCADOLIBRE INC COM 58733R102   6,206,913 2,656 SH   DFND   2,656 0 0
MERCK & CO INC COM 58933Y105   71,838,289 855,931 SH   DFND   855,931 0 0
META PLATFORMS INC CL A 30303M102   271,057,455 369,097 SH   DFND   369,097 0 0
METLIFE INC COM 59156R108   2,527,441 30,684 SH   DFND   30,684 0 0
MGM RESORTS INTERNATIONAL COM 552953101   914,712 26,391 SH   DFND   26,391 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   24,246,261 377,550 SH   DFND   377,550 0 0
MICRON TECHNOLOGY INC COM 595112103   106,501,857 636,516 SH   DFND   636,516 0 0
MICROSOFT CORP COM 594918104   1,671,938,974 3,227,993 SH   DFND   3,227,993 0 0
MID-AMER APT CMNTYS INC COM 59522J103   2,114,814 15,135 SH   DFND   15,135 0 0
MOLINA HEALTHCARE INC COM 60855R100   1,340,860 7,007 SH   DFND   7,007 0 0
MONDELEZ INTL INC CL A 609207105   435,228 6,967 SH   DFND   6,967 0 0
MONGODB INC CL A 60937P106   45,005,721 145,002 SH   DFND   145,002 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   5,343,943 79,393 SH   DFND   79,393 0 0
MOODYS CORP COM 615369105   3,442,568 7,225 SH   DFND   7,225 0 0
MORGAN STANLEY COM NEW 617446448   9,031,312 56,815 SH   DFND   56,815 0 0
MOSAIC CO NEW COM 61945C103   27,857,958 803,286 SH   DFND   803,286 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   29,924,143 65,438 SH   DFND   65,438 0 0
MPLX LP COM UNIT REP LTD 55336V100   214,999,785 4,304,300 SH   DFND   4,304,300 0 0
MSA SAFETY INC COM 553498106   619,452 3,600 SH   DFND   3,600 0 0
MSCI INC COM 55354G100   2,055,726 3,623 SH   DFND   3,623 0 0
MUELLER INDS INC COM 624756102   6,248,598 61,800 SH   DFND   61,800 0 0
NASDAQ INC COM 631103108   1,877,617 21,228 SH   DFND   21,228 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608   17,052,000 162,400 SH   DFND   162,400 0 0
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409   4,351,830 96,600 SH   DFND   96,600 0 0
NEOGEN CORP COM 640491106   80,287,739 14,060,900 SH   DFND   14,060,900 0 0
NETFLIX INC COM 64110L106   150,442,879 125,482 SH   DFND   125,482 0 0
NEWS CORP NEW CL A 65249B109   6,411,265 208,768 SH   DFND   208,768 0 0
NEWS CORP NEW CL B 65249B208   555,771 16,086 SH   DFND   16,086 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   5,446,353 27,543 SH   DFND   27,543 0 0
NEXTERA ENERGY INC COM 65339F101   29,517,194 391,008 SH   DFND   391,008 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   29,590,818 4,931,803 SH   DFND   4,931,803 0 0
NIKE INC CL B 654106103   21,351,465 306,202 SH   DFND   306,202 0 0
NORDSON CORP COM 655663102   1,556,650 6,859 SH   DFND   6,859 0 0
NORFOLK SOUTHN CORP COM 655844108   8,713,092 29,004 SH   DFND   29,004 0 0
NORTHERN TR CORP COM 665859104   1,205,478 8,956 SH   DFND   8,956 0 0
NORTHROP GRUMMAN CORP COM 666807102   10,602,168 17,400 SH   DFND   17,400 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   1,439,008 58,425 SH   DFND   58,425 0 0
NRG ENERGY INC COM NEW 629377508   11,904,297 73,506 SH   DFND   73,506 0 0
NUCOR CORP COM 670346105   4,018,614 29,673 SH   DFND   29,673 0 0
NVIDIA CORPORATION COM 67066G104   1,746,524,817 9,360,729 SH   DFND   9,360,729 0 0
NVR INC COM 62944T105   570,461 71 SH   DFND   71 0 0
NXP SEMICONDUCTORS N V COM N6596X109   23,877,491 104,850 SH   DFND   104,850 0 0
OCCIDENTAL PETE CORP COM 674599105   210,452 4,454 SH   DFND   4,454 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   2,044,830 14,525 SH   DFND   14,525 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   6,273,892 148,600 SH   DFND   148,600 0 0
ONTO INNOVATION INC COM 683344105   12,521,418 96,900 SH   DFND   96,900 0 0
ORACLE CORP COM 68389X105   76,284,100 271,242 SH   DFND   271,242 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   22,367,880 207,475 SH   DFND   207,475 0 0
OSHKOSH CORP COM 688239201   5,771,650 44,500 SH   DFND   44,500 0 0
OTIS WORLDWIDE CORP COM 68902V107   8,296,175 90,738 SH   DFND   90,738 0 0
PACCAR INC COM 693718108   4,472,773 45,492 SH   DFND   45,492 0 0
PACKAGING CORP AMER COM 695156109   11,163,246 51,224 SH   DFND   51,224 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   199,988,141 1,096,306 SH   DFND   1,096,306 0 0
PARAMOUNT SKYDANCE CORP COM CL B 69932A204   755,173 39,914 SH   DFND   39,914 0 0
PARK HOTELS & RESORTS INC COM 700517105   3,710,692 334,900 SH   DFND   334,900 0 0
PARKER-HANNIFIN CORP COM 701094104   26,398,025 34,819 SH   DFND   34,819 0 0
PAYCHEX INC COM 704326107   14,752,963 116,385 SH   DFND   116,385 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,465,284 9,200 SH   DFND   9,200 0 0
PAYPAL HLDGS INC COM 70450Y103   3,233,432 48,217 SH   DFND   48,217 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   527,490 3,991 SH   DFND   3,991 0 0
PENN ENTERTAINMENT INC COM 707569109   5,789,556 300,600 SH   DFND   300,600 0 0
PEPSICO INC COM 713448108   313,364,053 2,231,302 SH   DFND   2,231,302 0 0
PFIZER INC COM 717081103   19,673,465 772,114 SH   DFND   772,114 0 0
PHILIP MORRIS INTL INC COM 718172109   108,662,484 669,929 SH   DFND   669,929 0 0
PINNACLE WEST CAP CORP COM 723484101   2,722,167 30,361 SH   DFND   30,361 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   7,071,736 414,400 SH   DFND   414,400 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   792,205 9,555 SH   DFND   9,555 0 0
PROCTER AND GAMBLE CO COM 742718109   57,271,040 372,737 SH   DFND   372,737 0 0
PROGRESSIVE CORP COM 743315103   235,096 952 SH   DFND   952 0 0
PROLOGIS INC. COM 74340W103   13,529,736 118,143 SH   DFND   118,143 0 0
PROS HOLDINGS INC COM 74346Y103   4,582,000 200,000 SH   DFND   200,000 0 0
PRUDENTIAL FINL INC COM 744320102   1,710,050 16,484 SH   DFND   16,484 0 0
PUBLIC STORAGE OPER CO COM 74460D109   3,008,084 10,414 SH   DFND   10,414 0 0
QORVO INC COM 74736K101   3,925,548 43,100 SH   DFND   43,100 0 0
QUALCOMM INC COM 747525103   93,957,633 564,785 SH   DFND   564,785 0 0
QUANTA SVCS INC COM 74762E102   5,620,778 13,563 SH   DFND   13,563 0 0
QUEST DIAGNOSTICS INC COM 74834L100   3,172,776 16,648 SH   DFND   16,648 0 0
RALLIANT CORP COM 750940108   5,351,109 122,367 SH   DFND   122,367 0 0
RALPH LAUREN CORP CL A 751212101   8,020,238 25,578 SH   DFND   25,578 0 0
RAYMOND JAMES FINL INC COM 754730109   1,434,306 8,310 SH   DFND   8,310 0 0
REGENERON PHARMACEUTICALS COM 75886F107   61,218,271 108,877 SH   DFND   108,877 0 0
REPUBLIC SVCS INC COM 760759100   10,173,996 44,335 SH   DFND   44,335 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   7,500,570 510,938 SH   DFND   510,938 0 0
ROBERT HALF INC. COM 770323103   2,779,564 81,800 SH   DFND   81,800 0 0
ROBINHOOD MKTS INC COM CL A 770700102   5,189,559 36,245 SH   DFND   36,245 0 0
ROBLOX CORP CL A 771049103   32,164,344 232,200 SH   DFND   232,200 0 0
ROCKWELL AUTOMATION INC COM 773903109   5,080,419 14,535 SH   DFND   14,535 0 0
ROPER TECHNOLOGIES INC COM 776696106   59,218,939 118,749 SH   DFND   118,749 0 0
ROSS STORES INC COM 778296103   18,668,537 122,505 SH   DFND   122,505 0 0
RTX CORPORATION COM 75513E101   28,955,118 173,042 SH   DFND   173,042 0 0
RUBRIK INC. CL A 781154109   3,421,600 41,600 SH   DFND   41,600 0 0
RYDER SYS INC COM 783549108   4,684,497 24,833 SH   DFND   24,833 0 0
S&P GLOBAL INC COM 78409V104   7,123,001 14,635 SH   DFND   14,635 0 0
SALESFORCE INC COM 79466L302   137,563,569 580,437 SH   DFND   580,437 0 0
SANDISK CORP COM 80004C200   11,444,400 102,000 SH   DFND   102,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100   4,640,216 240,800 SH   DFND   240,800 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,684,085 13,882 SH   DFND   13,882 0 0
SCHLUMBERGER LTD COM STK 806857108   6,665,202 193,925 SH   DFND   193,925 0 0
SCHWAB CHARLES CORP COM 808513105   14,127,364 147,977 SH   DFND   147,977 0 0
SEADRILL LTD COM G7997W102   13,126,638 434,513 SH   DFND   434,513 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   218,941,206 1,419,576 SH   DFND   1,419,576 0 0
SERVICENOW INC COM 81762P102   22,955,464 24,944 SH   DFND   24,944 0 0
SHERWIN WILLIAMS CO COM 824348106   1,944,250 5,615 SH   DFND   5,615 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   8,102,514 54,522 SH   DFND   54,522 0 0
SIMON PPTY GROUP INC NEW COM 828806109   2,103,405 11,208 SH   DFND   11,208 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   13,925,088 612,900 SH   DFND   612,900 0 0
SMITHFIELD FOODS INC COM 832248207   7,736,660 329,500 SH   DFND   329,500 0 0
SMUCKER J M CO COM NEW 832696405   19,202,543 176,819 SH   DFND   176,819 0 0
SONOCO PRODS CO COM 835495102   3,895,336 90,400 SH   DFND   90,400 0 0
SOUTHERN COPPER CORP COM 84265V105   6,349,919 52,323 SH   DFND   52,323 0 0
SOUTHWEST AIRLS CO COM 844741108   3,491,273 109,410 SH   DFND   109,410 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   643,207 1,387 SH   DFND   1,387 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   197,281,213 296,138 SH   DFND   296,138 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   44,115,940 1,142,900 SH   DFND   1,142,900 0 0
STANLEY BLACK & DECKER INC COM 854502101   3,976,952 53,504 SH   DFND   53,504 0 0
STARBUCKS CORP COM 855244109   525,789 6,215 SH   DFND   6,215 0 0
STATE STR CORP COM 857477103   1,541,193 13,285 SH   DFND   13,285 0 0
STEEL DYNAMICS INC COM 858119100   500,275 3,588 SH   DFND   3,588 0 0
STIFEL FINL CORP COM 860630102   1,384,334 12,200 SH   DFND   12,200 0 0
STRATEGY INC CL A NEW 594972408   718,206 2,229 SH   DFND   2,229 0 0
STRYKER CORPORATION COM 863667101   18,550,410 50,181 SH   DFND   50,181 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   2,200,700 118,000 SH   DFND   118,000 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   4,655,931 93,100 SH   DFND   93,100 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   1,064,747 22,210 SH   DFND   22,210 0 0
SYLVAMO CORP COMMON STOCK 871332102   5,306,444 120,001 SH   DFND   120,001 0 0
SYNCHRONY FINANCIAL COM 87165B103   1,237,904 17,423 SH   DFND   17,423 0 0
SYNOPSYS INC COM 871607107   5,543,237 11,235 SH   DFND   11,235 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,662,605 20,275 SH   DFND   20,275 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   405,367 1,569 SH   DFND   1,569 0 0
TAPESTRY INC COM 876030107   8,227,471 72,668 SH   DFND   72,668 0 0
TARGA RES CORP COM 87612G101   7,542,483 45,019 SH   DFND   45,019 0 0
TECHNIPFMC PLC COM G87110105   43,114,668 1,092,894 SH   DFND   1,092,894 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   283,643 484 SH   DFND   484 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   2,700,432 13,300 SH   DFND   13,300 0 0
TERADATA CORP DEL COM 88076W103   5,687,244 264,400 SH   DFND   264,400 0 0
TESLA INC COM 88160R101   364,073,141 818,657 SH   DFND   818,657 0 0
TEXAS INSTRS INC COM 882508104   48,512,620 264,043 SH   DFND   264,043 0 0
TEXAS ROADHOUSE INC COM 882681109   1,395,660 8,400 SH   DFND   8,400 0 0
TEXTRON INC COM 883203101   1,946,481 23,038 SH   DFND   23,038 0 0
THE CIGNA GROUP COM 125523100   10,004,581 34,708 SH   DFND   34,708 0 0
THE TRADE DESK INC COM CL A 88339J105   11,818,124 241,137 SH   DFND   241,137 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   15,528,400 32,016 SH   DFND   32,016 0 0
THOMSON REUTERS CORP COM 884903808   3,666,875 23,607 SH   DFND   23,607 0 0
TJX COS INC NEW COM 872540109   54,278,094 375,523 SH   DFND   375,523 0 0
T-MOBILE US INC COM 872590104   51,818,828 216,471 SH   DFND   216,471 0 0
TOLL BROTHERS INC COM 889478103   3,646,896 26,400 SH   DFND   26,400 0 0
TORO CO COM 891092108   7,856,220 103,100 SH   DFND   103,100 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   40,114,049 95,066 SH   DFND   95,066 0 0
TRANSDIGM GROUP INC COM 893641100   7,888,350 5,985 SH   DFND   5,985 0 0
TRAVEL PLUS LEISURE CO COM 894164102   3,747,870 63,000 SH   DFND   63,000 0 0
TRAVELERS COMPANIES INC COM 89417E109   4,239,118 15,182 SH   DFND   15,182 0 0
TRIMBLE INC COM 896239100   2,969,121 36,364 SH   DFND   36,364 0 0
TRUIST FINL CORP COM 89832Q109   2,752,070 60,194 SH   DFND   60,194 0 0
TXO PARTNERS LP COM UNIT 87313P103   5,676,200 404,000 SH   DFND   404,000 0 0
TYSON FOODS INC CL A 902494103   2,396,259 44,130 SH   DFND   44,130 0 0
UBER TECHNOLOGIES INC COM 90353T100   33,687,670 343,857 SH   DFND   343,857 0 0
UIPATH INC CL A 90364P105   6,261,840 468,000 SH   DFND   468,000 0 0
ULTA BEAUTY INC COM 90384S303   7,333,558 13,413 SH   DFND   13,413 0 0
UNION PAC CORP COM 907818108   27,198,387 115,067 SH   DFND   115,067 0 0
UNITED PARKS & RESORTS COM 81282V100   18,095,000 350,000 SH   DFND   350,000 0 0
UNITED RENTALS INC COM 911363109   303,582 318 SH   DFND   318 0 0
UNITEDHEALTH GROUP INC COM 91324P102   42,114,860 121,966 SH   DFND   121,966 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   1,490,368 7,290 SH   DFND   7,290 0 0
US BANCORP DEL COM NEW 902973304   3,529,927 73,038 SH   DFND   73,038 0 0
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109   5,157,600 214,900 SH   DFND   214,900 0 0
VERA BRADLEY INC COM 92335C106   201,000 100,000 SH   DFND   100,000 0 0
VERALTO CORP COM SHS 92338C103   17,034,252 159,781 SH   DFND   159,781 0 0
VERISIGN INC COM 92343E102   7,036,218 25,168 SH   DFND   25,168 0 0
VERISK ANALYTICS INC COM 92345Y106   21,901,994 87,082 SH   DFND   87,082 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   326,724 7,434 SH   DFND   7,434 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   4,695,372 11,989 SH   DFND   11,989 0 0
VIATRIS INC COM 92556V106   1,286,208 129,920 SH   DFND   129,920 0 0
VICI PPTYS INC COM 925652109   2,064,017 63,294 SH   DFND   63,294 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   23,894,304 384,400 SH   DFND   384,400 0 0
VISTRA CORP COM 92840M102   5,147,406 26,273 SH   DFND   26,273 0 0
VULCAN MATLS CO COM 929160109   8,945,897 29,081 SH   DFND   29,081 0 0
WABTEC COM 929740108   11,988,106 59,800 SH   DFND   59,800 0 0
WALMART INC COM 931142103   76,140,831 738,801 SH   DFND   738,801 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   5,684,382 291,059 SH   DFND   291,059 0 0
WASTE MGMT INC DEL COM 94106L109   17,099,971 77,435 SH   DFND   77,435 0 0
WAYFAIR INC CL A 94419L101   4,948,882 55,400 SH   DFND   55,400 0 0
WELLS FARGO CO NEW COM 949746101   11,127,021 132,749 SH   DFND   132,749 0 0
WELLTOWER INC COM 95040Q104   6,735,830 37,812 SH   DFND   37,812 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   8,508,411 32,434 SH   DFND   32,434 0 0
WESTERN DIGITAL CORP COM 958102105   8,626,191 71,849 SH   DFND   71,849 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103   1,112,470 53,000 SH   DFND   53,000 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   403,432 16,274 SH   DFND   16,274 0 0
WILLIAMS COS INC COM 969457100   10,001,065 157,870 SH   DFND   157,870 0 0
WORKDAY INC CL A 98138H101   12,334,042 51,236 SH   DFND   51,236 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106   20,340,000 2,000,000 SH   DFND   2,000,000 0 0
XYLEM INC COM 98419M100   4,641,383 31,467 SH   DFND   31,467 0 0
YUM BRANDS INC COM 988498101   3,130,592 20,596 SH   DFND   20,596 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   1,180,617 3,973 SH   DFND   3,973 0 0
ZOETIS INC CL A 98978V103   4,578,792 31,293 SH   DFND   31,293 0 0
ZSCALER INC COM 98980G102   346,407 1,156 SH   DFND   1,156 0 0