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   3,930,000 1,000,000 SH   DFND   1,000,000 0 0
3M CO COM 88579Y101   19,852,080 123,998 SH   DFND   123,998 0 0
ABBOTT LABS COM 002824100   74,602,803 595,441 SH   DFND   595,441 0 0
ABBVIE INC COM 00287Y109   180,743,587 791,035 SH   DFND   791,035 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   99,669,962 371,487 SH   DFND   371,487 0 0
ADOBE INC COM 00724F101   73,921,388 211,210 SH   DFND   211,210 0 0
ADVANCED MICRO DEVICES INC COM 007903107   125,648,743 586,705 SH   DFND   586,705 0 0
AECOM COM 00766T100   1,868,468 19,600 SH   DFND   19,600 0 0
AFLAC INC COM 001055102   2,400,909 21,773 SH   DFND   21,773 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   2,267,198 16,662 SH   DFND   16,662 0 0
AIR LEASE CORP CL A 00912X302   1,380,945 21,500 SH   DFND   21,500 0 0
AIRBNB INC COM CL A 009066101   14,254,943 105,032 SH   DFND   105,032 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   496,627 5,692 SH   DFND   5,692 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   298,632 6,102 SH   DFND   6,102 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   865,115 5,902 SH   DFND   5,902 0 0
ALIGN TECHNOLOGY INC COM 016255101   5,344,078 34,224 SH   DFND   34,224 0 0
ALLEGION PLC ORD SHS G0176J109   12,995,218 81,618 SH   DFND   81,618 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   15,517,640 668,000 SH   DFND   668,000 0 0
ALLSTATE CORP COM 020002101   2,514,244 12,079 SH   DFND   12,079 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   971,857 2,444 SH   DFND   2,444 0 0
ALPHABET INC CAP STK CL C 02079K107   326,279,512 1,039,769 SH   DFND   1,039,769 0 0
ALPHABET INC CAP STK CL A 02079K305   386,093,638 1,233,526 SH   DFND   1,233,526 0 0
ALTRIA GROUP INC COM 02209S103   12,514,757 217,044 SH   DFND   217,044 0 0
AMAZON COM INC COM 023135106   67,865,927 294,021 SH   DFND   294,021 0 0
AMCOR PLC ORD G0250X107   416,083 9,978 SH   DFND   9,978 0 0
AMER SPORTS INC COM SHS G0260P102   50,813,368 1,360,465 SH   DFND   1,360,465 0 0
AMERICAN ELEC PWR CO INC COM 025537101   9,441,583 81,880 SH   DFND   81,880 0 0
AMERICAN EXPRESS CO COM 025816109   10,782,563 29,146 SH   DFND   29,146 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   2,130,623 24,905 SH   DFND   24,905 0 0
AMERICAN TOWER CORP NEW COM 03027X100   10,622,161 60,501 SH   DFND   60,501 0 0
AMERIPRISE FINL INC COM 03076C106   2,103,068 4,289 SH   DFND   4,289 0 0
AMETEK INC COM 031100100   6,108,178 29,751 SH   DFND   29,751 0 0
AMGEN INC COM 031162100   978,002 2,988 SH   DFND   2,988 0 0
AMPHENOL CORP NEW CL A 032095101   63,358,767 468,838 SH   DFND   468,838 0 0
ANALOG DEVICES INC COM 032654105   60,358,001 222,559 SH   DFND   222,559 0 0
ANTERO RESOURCES CORP COM 03674X106   2,250,238 65,300 SH   DFND   65,300 0 0
APA CORPORATION COM 03743Q108   1,478,534 60,447 SH   DFND   60,447 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   3,491,680 139,000 SH   DFND   139,000 0 0
APPLE INC COM 037833100   1,178,177,625 4,333,766 SH   DFND   4,333,766 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   4,596,183 17,900 SH   DFND   17,900 0 0
APPLIED MATLS INC COM 038222105   20,746,803 80,730 SH   DFND   80,730 0 0
APPLOVIN CORP COM CL A 03831W108   854,404 1,268 SH   DFND   1,268 0 0
APTARGROUP INC COM 038336103   463,448 3,800 SH   DFND   3,800 0 0
ARCH CAP GROUP LTD ORD G0450A105   1,598,795 16,668 SH   DFND   16,668 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   3,570,531 62,107 SH   DFND   62,107 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   1,536,940 9,509 SH   DFND   9,509 0 0
ARISTA NETWORKS INC COM SHS 040413205   33,924,977 258,910 SH   DFND   258,910 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   7,987,980 41,800 SH   DFND   41,800 0 0
ASHLAND INC COM 044186104   9,973,900 170,000 SH   DFND   170,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,230,658 2,085 SH   DFND   2,085 0 0
ASSURANT INC COM 04621X108   556,604 2,311 SH   DFND   2,311 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   363,032 3,949 SH   DFND   3,949 0 0
AT&T INC COM 00206R102   50,929,700 2,050,310 SH   DFND   2,050,310 0 0
ATI INC COM 01741R102   22,412,628 195,300 SH   DFND   195,300 0 0
ATLASSIAN CORPORATION CL A 049468101   8,898,567 54,882 SH   DFND   54,882 0 0
ATMOS ENERGY CORP COM 049560105   1,683,843 10,045 SH   DFND   10,045 0 0
AUTODESK INC COM 052769106   8,812,810 29,772 SH   DFND   29,772 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   16,770,624 65,197 SH   DFND   65,197 0 0
AUTOZONE INC COM 053332102   8,309,175 2,450 SH   DFND   2,450 0 0
AVERY DENNISON CORP COM 053611109   4,836,007 26,589 SH   DFND   26,589 0 0
AVIS BUDGET GROUP COM 053774105   132,811,200 1,035,000 SH   DFND   1,035,000 0 0
AXALTA COATING SYS LTD COM G0750C108   5,298,840 164,000 SH   DFND   164,000 0 0
AXON ENTERPRISE INC COM 05464C101   607,685 1,070 SH   DFND   1,070 0 0
BAKER HUGHES COMPANY CL A 05722G100   404,623 8,885 SH   DFND   8,885 0 0
BALL CORP COM 058498106   240,113 4,533 SH   DFND   4,533 0 0
BANK AMERICA CORP COM 060505104   317,163,770 5,766,614 SH   DFND   5,766,614 0 0
BANK NEW YORK MELLON CORP COM 064058100   842,117 7,254 SH   DFND   7,254 0 0
BARRICK MNG CORP COM SHS 06849F108   9,931,665 228,052 SH   DFND   228,052 0 0
BAUSCH HEALTH COS INC COM 071734107   34,750,000 5,000,000 SH   DFND   5,000,000 0 0
BECTON DICKINSON & CO COM 075887109   4,335,912 22,342 SH   DFND   22,342 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   19,978,002 747,400 SH   DFND   747,400 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,752,327 11,444 SH   DFND   11,444 0 0
BIOGEN INC COM 09062X103   252,370 1,434 SH   DFND   1,434 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   9,683,094 728,600 SH   DFND   728,600 0 0
BLACKSTONE INC COM 09260D107   5,253,862 34,085 SH   DFND   34,085 0 0
BLOCK INC CL A 852234103   1,645,410 25,279 SH   DFND   25,279 0 0
BOEING CO COM 097023105   167,703,488 772,400 SH   DFND   772,400 0 0
BOOKING HOLDINGS INC COM 09857L108   80,779,798 15,084 SH   DFND   15,084 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   2,682,648 31,800 SH   DFND   31,800 0 0
BORGWARNER INC COM 099724106   1,658,208 36,800 SH   DFND   36,800 0 0
BOSTON SCIENTIFIC CORP COM 101137107   13,942,458 146,224 SH   DFND   146,224 0 0
BOYD GAMING CORP COM 103304101   1,576,940 18,500 SH   DFND   18,500 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   983,580 9,700 SH   DFND   9,700 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   17,529,259 324,977 SH   DFND   324,977 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   10,194,336 388,800 SH   DFND   388,800 0 0
BROADCOM INC COM 11135F101   780,242,649 2,254,385 SH   DFND   2,254,385 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   11,690,760 52,385 SH   DFND   52,385 0 0
BROWN & BROWN INC COM 115236101   1,080,094 13,552 SH   DFND   13,552 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,367,777 13,291 SH   DFND   13,291 0 0
BUNGE GLOBAL SA COM SHS H11356104   7,793,787 87,492 SH   DFND   87,492 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   322,485 2,006 SH   DFND   2,006 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   28,650,145 91,657 SH   DFND   91,657 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   7,812,260 334,000 SH   DFND   334,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102   1,513,600 13,750 SH   DFND   13,750 0 0
CAPITAL ONE FINL CORP COM 14040H105   7,111,569 29,343 SH   DFND   29,343 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   585,600 24,000 SH   DFND   24,000 0 0
CARDINAL HEALTH INC COM 14149Y108   88,407,333 430,206 SH   DFND   430,206 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   15,512,060 507,926 SH   DFND   507,926 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   8,465,655 160,213 SH   DFND   160,213 0 0
CATERPILLAR INC COM 149123101   38,062,056 66,441 SH   DFND   66,441 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,212,330 4,830 SH   DFND   4,830 0 0
CBRE GROUP INC CL A 12504L109   23,955,137 148,984 SH   DFND   148,984 0 0
CDW CORP COM 12514G108   207,296 1,522 SH   DFND   1,522 0 0
CELANESE CORP DEL COM 150870103   4,498,592 106,400 SH   DFND   106,400 0 0
CENCORA INC COM 03073E105   66,434,074 196,696 SH   DFND   196,696 0 0
CF INDS HLDGS INC COM 125269100   1,559,020 20,158 SH   DFND   20,158 0 0
CHARLES RIV LABS INTL INC COM 159864107   1,268,693 6,360 SH   DFND   6,360 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   4,258,709 20,401 SH   DFND   20,401 0 0
CHEMED CORP NEW COM 16359R103   727,362 1,700 SH   DFND   1,700 0 0
CHEVRON CORP NEW COM 166764100   18,254,908 119,775 SH   DFND   119,775 0 0
CHEWY INC CL A 16679L109   5,882,900 178,000 SH   DFND   178,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   6,925,105 187,165 SH   DFND   187,165 0 0
CHUBB LIMITED COM H1467J104   5,272,955 16,894 SH   DFND   16,894 0 0
CHURCH & DWIGHT CO INC COM 171340102   2,610,083 31,128 SH   DFND   31,128 0 0
CINCINNATI FINL CORP COM 172062101   1,176,067 7,201 SH   DFND   7,201 0 0
CINTAS CORP COM 172908105   68,253,048 362,913 SH   DFND   362,913 0 0
CIRRUS LOGIC INC COM 172755100   6,233,100 52,600 SH   DFND   52,600 0 0
CISCO SYS INC COM 17275R102   121,188,526 1,573,264 SH   DFND   1,573,264 0 0
CITIGROUP INC COM NEW 172967424   9,637,310 82,589 SH   DFND   82,589 0 0
CITIZENS FINL GROUP INC COM 174610105   1,171,646 20,059 SH   DFND   20,059 0 0
CLEARWAY ENERGY INC CL A 18539C105   1,043,144 33,200 SH   DFND   33,200 0 0
CME GROUP INC COM 12572Q105   4,767,977 17,460 SH   DFND   17,460 0 0
CMS ENERGY CORP COM 125896100   88,351,590 1,263,429 SH   DFND   1,263,429 0 0
COCA COLA CO COM 191216100   61,988,568 886,691 SH   DFND   886,691 0 0
COCA COLA CONS INC COM 191098102   10,286,430 67,100 SH   DFND   67,100 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   989,084 10,905 SH   DFND   10,905 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   143,801,069 1,732,543 SH   DFND   1,732,543 0 0
COMCAST CORP NEW CL A 20030N101   55,608,910 1,860,452 SH   DFND   1,860,452 0 0
COMFORT SYS USA INC COM 199908104   4,244,603 4,548 SH   DFND   4,548 0 0
CONOCOPHILLIPS COM 20825C104   15,058,011 160,859 SH   DFND   160,859 0 0
CONSOLIDATED EDISON INC COM 209115104   3,149,338 31,709 SH   DFND   31,709 0 0
CONSTELLATION ENERGY CORP COM 21037T109   13,881,038 39,293 SH   DFND   39,293 0 0
COOPER COS INC COM 216648501   223,177 2,723 SH   DFND   2,723 0 0
COPART INC COM 217204106   4,192,456 107,087 SH   DFND   107,087 0 0
CORNING INC COM 219350105   16,989,179 194,029 SH   DFND   194,029 0 0
CORTEVA INC COM 22052L104   5,615,773 83,780 SH   DFND   83,780 0 0
COSTAR GROUP INC COM 22160N109   4,360,111 64,844 SH   DFND   64,844 0 0
COSTCO WHSL CORP NEW COM 22160K105   45,460,840 52,718 SH   DFND   52,718 0 0
COTERRA ENERGY INC COM 127097103   3,426,417 130,183 SH   DFND   130,183 0 0
COTY INC COM CL A 222070203   899,668 292,100 SH   DFND   292,100 0 0
CRANE COMPANY COMMON STOCK 224408104   5,164,040 28,000 SH   DFND   28,000 0 0
CRH PLC ORD G25508105   22,234,867 178,164 SH   DFND   178,164 0 0
CROSSAMERICA PARTNERS LP UT LTD PTN INT 22758A105   350,200 17,000 SH   DFND   17,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   31,731,302 67,692 SH   DFND   67,692 0 0
CROWN CASTLE INC COM 22822V101   39,216,465 441,279 SH   DFND   441,279 0 0
CSX CORP COM 126408103   8,893,068 245,326 SH   DFND   245,326 0 0
CUMMINS INC COM 231021106   9,616,368 18,839 SH   DFND   18,839 0 0
CVR PARTNERS LP COM 126633205   5,135,250 50,100 SH   DFND   50,100 0 0
CVS HEALTH CORP COM 126650100   30,709,780 386,968 SH   DFND   386,968 0 0
DANAHER CORPORATION COM 235851102   38,825,748 169,604 SH   DFND   169,604 0 0
DARDEN RESTAURANTS INC COM 237194105   9,188,487 49,932 SH   DFND   49,932 0 0
DATADOG INC CL A COM 23804L103   5,102,209 37,519 SH   DFND   37,519 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   7,310,710 451,000 SH   DFND   451,000 0 0
DAVITA INC COM 23918K108   1,513,399 13,321 SH   DFND   13,321 0 0
DAYFORCE INC COM 15677J108   42,926,367 620,682 SH   DFND   620,682 0 0
DECKERS OUTDOOR CORP COM 243537107   1,952,624 18,835 SH   DFND   18,835 0 0
DEERE & CO COM 244199105   39,941,716 85,791 SH   DFND   85,791 0 0
DESTINATION XL GROUP INC COM 25065K104   275,850 300,000 SH   DFND   300,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,779,077 185,069 SH   DFND   185,069 0 0
DEXCOM INC COM 252131107   44,712,938 673,692 SH   DFND   673,692 0 0
DIAMONDBACK ENERGY INC COM 25278X109   5,955,173 39,614 SH   DFND   39,614 0 0
DISNEY WALT CO COM 254687106   55,337,956 486,402 SH   DFND   486,402 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107   970,000 200,000 SH   DFND   200,000 0 0
DOLLAR TREE INC COM 256746108   21,354,536 173,600 SH   DFND   173,600 0 0
DOORDASH INC CL A 25809K105   713,638 3,151 SH   DFND   3,151 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105   2,940,340 131,500 SH   DFND   131,500 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   952,952 83,300 SH   DFND   83,300 0 0
DROPBOX INC CL A 26210C104   1,223,200 44,000 SH   DFND   44,000 0 0
DUTCH BROS INC CL A 26701L100   30,242,680 494,000 SH   DFND   494,000 0 0
DYNATRACE INC COM NEW 268150109   3,432,528 79,200 SH   DFND   79,200 0 0
EAGLE MATLS INC COM 26969P108   1,074,736 5,200 SH   DFND   5,200 0 0
EATON CORP PLC SHS G29183103   27,613,224 86,695 SH   DFND   86,695 0 0
EBAY INC. COM 278642103   2,043,540 23,462 SH   DFND   23,462 0 0
ECOLAB INC COM 278865100   247,819 944 SH   DFND   944 0 0
EDISON INTL COM 281020107   5,046,182 84,075 SH   DFND   84,075 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   28,217,324 330,995 SH   DFND   330,995 0 0
ELASTIC N V ORD SHS N14506104   33,555,712 444,800 SH   DFND   444,800 0 0
ELECTRONIC ARTS INC COM 285512109   28,922,707 141,549 SH   DFND   141,549 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103   10,068,147 28,721 SH   DFND   28,721 0 0
ELI LILLY & CO COM 532457108   195,199,502 181,635 SH   DFND   181,635 0 0
EMCOR GROUP INC COM 29084Q100   3,539,205 5,785 SH   DFND   5,785 0 0
EMERSON ELEC CO COM 291011104   8,386,842 63,192 SH   DFND   63,192 0 0
ENCOMPASS HEALTH CORP COM 29261A100   870,348 8,200 SH   DFND   8,200 0 0
ENTERGY CORP NEW COM 29364G103   2,684,629 29,045 SH   DFND   29,045 0 0
EQT CORP COM 26884L109   1,049,595 19,582 SH   DFND   19,582 0 0
EQUIFAX INC COM 294429105   2,824,646 13,018 SH   DFND   13,018 0 0
EQUINIX INC COM 29444U700   9,721,804 12,689 SH   DFND   12,689 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   2,820,725 44,745 SH   DFND   44,745 0 0
ERIE INDTY CO CL A 29530P102   335,954 1,172 SH   DFND   1,172 0 0
ESAB CORPORATION COM 29605J106   1,988,616 17,800 SH   DFND   17,800 0 0
ETSY INC COM 29786A106   1,071,763 19,318 SH   DFND   19,318 0 0
EVEREST GROUP LTD COM G3223R108   657,660 1,938 SH   DFND   1,938 0 0
EVERSOURCE ENERGY COM 30040W108   3,367,847 50,020 SH   DFND   50,020 0 0
EXELON CORP COM 30161N101   7,384,756 169,414 SH   DFND   169,414 0 0
EXLSERVICE HOLDINGS INC COM 302081104   1,676,380 39,500 SH   DFND   39,500 0 0
EXPAND ENERGY CORPORATION COM 165167735   3,838,321 34,780 SH   DFND   34,780 0 0
EXPEDIA GROUP INC COM NEW 30212P303   11,593,612 40,922 SH   DFND   40,922 0 0
F5 INC COM 315616102   1,315,865 5,155 SH   DFND   5,155 0 0
FACTSET RESH SYS INC COM 303075105   211,549 729 SH   DFND   729 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   1,022,717 10,146 SH   DFND   10,146 0 0
FEDEX CORP COM 31428X106   7,581,420 26,246 SH   DFND   26,246 0 0
FERROVIAL SE ORD SHS N3168P101   65,662,562 1,016,291 SH   DFND   1,016,291 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   1,588,593 23,903 SH   DFND   23,903 0 0
FIFTH THIRD BANCORP COM 316773100   1,428,173 30,510 SH   DFND   30,510 0 0
FIRSTENERGY CORP COM 337932107   1,858,806 41,519 SH   DFND   41,519 0 0
FISERV INC COM 337738108   11,034,419 164,276 SH   DFND   164,276 0 0
FLEX LTD ORD Y2573F102   6,150,756 101,800 SH   DFND   101,800 0 0
FMC CORP COM NEW 302491303   1,038,863 74,900 SH   DFND   74,900 0 0
FORD MTR CO COM 345370860   1,638,268 124,868 SH   DFND   124,868 0 0
FORTINET INC COM 34959E109   19,499,840 245,559 SH   DFND   245,559 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   2,106,225 122,100 SH   DFND   122,100 0 0
FOX CORP CL A COM 35137L105   2,910,232 39,828 SH   DFND   39,828 0 0
FOX CORP CL B COM 35137L204   9,757,745 150,281 SH   DFND   150,281 0 0
FRANKLIN RESOURCES INC COM 354613101   338,927 14,187 SH   DFND   14,187 0 0
FREEPORT-MCMORAN INC CL B 35671D857   9,663,966 190,273 SH   DFND   190,273 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   8,687,574 228,200 SH   DFND   228,200 0 0
FTI CONSULTING INC COM 302941109   4,202,418 24,600 SH   DFND   24,600 0 0
FUNKO INC COM CL A 361008105   2,040,000 600,000 SH   DFND   600,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   3,067,438 11,853 SH   DFND   11,853 0 0
GARMIN LTD SHS H2906T109   6,091,180 30,028 SH   DFND   30,028 0 0
GARTNER INC COM 366651107   8,379,480 33,215 SH   DFND   33,215 0 0
GE AEROSPACE COM NEW 369604301   49,847,879 161,828 SH   DFND   161,828 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   264,022 3,219 SH   DFND   3,219 0 0
GE VERNOVA INC COM 36828A101   18,538,513 28,365 SH   DFND   28,365 0 0
GEN DIGITAL INC COM 668771108   611,530 22,491 SH   DFND   22,491 0 0
GENERAL DYNAMICS CORP COM 369550108   11,030,665 32,765 SH   DFND   32,765 0 0
GENERAL MLS INC COM 370334104   3,316,101 71,314 SH   DFND   71,314 0 0
GENERAL MTRS CO COM 37045V100   9,828,254 120,859 SH   DFND   120,859 0 0
GENESCO INC COM 371532102   5,201,700 210,000 SH   DFND   210,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   39,012,480 2,500,800 SH   DFND   2,500,800 0 0
GENUINE PARTS CO COM 372460105   9,042,724 73,542 SH   DFND   73,542 0 0
GILEAD SCIENCES INC COM 375558103   44,720,810 364,354 SH   DFND   364,354 0 0
GLOBAL E ONLINE LTD SHS M5216V106   38,405,870 977,000 SH   DFND   977,000 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109   1,494,045 35,700 SH   DFND   35,700 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   13,853,567 396,723 SH   DFND   396,723 0 0
GLOBE LIFE INC COM 37959E102   513,846 3,674 SH   DFND   3,674 0 0
GODADDY INC CL A 380237107   12,854,564 103,599 SH   DFND   103,599 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   13,218,402 15,038 SH   DFND   15,038 0 0
GRACO INC COM 384109104   3,057,481 37,300 SH   DFND   37,300 0 0
GRAND CANYON ED INC COM 38526M106   2,062,244 12,400 SH   DFND   12,400 0 0
GREYSTONE HOUSING IMPACT INV BEN UNIT CTF 02364V206   77,857 11,300 SH   DFND   11,300 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   1,345,066 9,761 SH   DFND   9,761 0 0
HASBRO INC COM 418056107   8,452,068 103,074 SH   DFND   103,074 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,479,617 92,016 SH   DFND   92,016 0 0
HEICO CORP NEW CL A 422806208   1,262,150 5,000 SH   DFND   5,000 0 0
HERSHEY CO COM 427866108   1,727,718 9,494 SH   DFND   9,494 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   10,280,000 2,000,000 SH   DFND   2,000,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,551,404 106,220 SH   DFND   106,220 0 0
HINGE HEALTH INC CL A 433313103   6,549,450 141,000 SH   DFND   141,000 0 0
HOLOGIC INC COM 436440101   2,142,630 28,764 SH   DFND   28,764 0 0
HOME DEPOT INC COM 437076102   132,433,767 384,870 SH   DFND   384,870 0 0
HONEYWELL INTL INC COM 438516106   222,175,320 1,138,835 SH   DFND   1,138,835 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,466,377 82,706 SH   DFND   82,706 0 0
HUBBELL INC COM 443510607   11,951,000 26,910 SH   DFND   26,910 0 0
HUBSPOT INC COM 443573100   4,935,990 12,300 SH   DFND   12,300 0 0
HUMANA INC COM 444859102   3,981,285 15,544 SH   DFND   15,544 0 0
HUNT J B TRANS SVCS INC COM 445658107   21,536,953 110,821 SH   DFND   110,821 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   1,724,495 5,071 SH   DFND   5,071 0 0
IDEX CORP COM 45167R104   958,563 5,387 SH   DFND   5,387 0 0
IDEXX LABS INC COM 45168D104   7,774,006 11,491 SH   DFND   11,491 0 0
ILLINOIS TOOL WKS INC COM 452308109   21,647,800 87,892 SH   DFND   87,892 0 0
IMAX CORP COM 45245E109   211,707 5,728 SH   DFND   5,728 0 0
INGERSOLL RAND INC COM 45687V106   441,018 5,567 SH   DFND   5,567 0 0
INGREDION INC COM 457187102   6,825,094 61,900 SH   DFND   61,900 0 0
INSMED INC COM PAR $.01 457669307   21,397,348 122,945 SH   DFND   122,945 0 0
INSPIRE MED SYS INC COM 457730109   8,143,909 88,300 SH   DFND   88,300 0 0
INSULET CORP COM 45784P101   2,356,634 8,291 SH   DFND   8,291 0 0
INTEL CORP COM 458140100   64,591,384 1,750,444 SH   DFND   1,750,444 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   855,066 13,296 SH   DFND   13,296 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,262,463 26,318 SH   DFND   26,318 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   97,759,667 330,035 SH   DFND   330,035 0 0
INTUIT COM 461202103   45,742,751 69,054 SH   DFND   69,054 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   112,573,112 198,766 SH   DFND   198,766 0 0
INVESCO LTD SHS G491BT108   539,691 20,544 SH   DFND   20,544 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   38,313,900 62,369 SH   DFND   62,369 0 0
INVITATION HOMES INC COM 46187W107   2,025,502 72,886 SH   DFND   72,886 0 0
ITT INC COM 45073V108   2,741,458 15,800 SH   DFND   15,800 0 0
JABIL INC COM 466313103   11,083,368 48,607 SH   DFND   48,607 0 0
JACOBS SOLUTIONS INC COM 46982L108   2,046,242 15,448 SH   DFND   15,448 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101   5,243,525 252,700 SH   DFND   252,700 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   8,874,000 52,200 SH   DFND   52,200 0 0
JETBLUE AWYS CORP COM 477143101   4,550,000 1,000,000 SH   DFND   1,000,000 0 0
JOHNSON & JOHNSON COM 478160104   85,685,371 414,039 SH   DFND   414,039 0 0
JOHNSON CTLS INTL PLC SHS G51502105   36,892,580 308,080 SH   DFND   308,080 0 0
JPMORGAN CHASE & CO. COM 46625H100   163,453,828 507,274 SH   DFND   507,274 0 0
KBR INC COM 48242W106   944,700 23,500 SH   DFND   23,500 0 0
KENVUE INC COM 49177J102   170,017,553 9,856,090 SH   DFND   9,856,090 0 0
KEURIG DR PEPPER INC COM 49271V100   8,234,632 293,989 SH   DFND   293,989 0 0
KEYCORP COM 493267108   896,808 43,450 SH   DFND   43,450 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   9,592,600 47,210 SH   DFND   47,210 0 0
KIMBERLY-CLARK CORP COM 494368103   918,805 9,107 SH   DFND   9,107 0 0
KIMCO RLTY CORP COM 49446R109   1,773,970 87,517 SH   DFND   87,517 0 0
KINDER MORGAN INC DEL COM 49456B101   1,426,978 51,909 SH   DFND   51,909 0 0
KIRBY CORP COM 497266106   2,434,978 22,100 SH   DFND   22,100 0 0
KKR & CO INC COM 48251W104   4,047,363 31,749 SH   DFND   31,749 0 0
KLA CORP COM NEW 482480100   24,530,035 20,188 SH   DFND   20,188 0 0
KNOT OFFSHORE PARTNERS LP COM UNITS Y48125101   204,930 19,800 SH   DFND   19,800 0 0
KROGER CO COM 501044101   4,935,233 78,989 SH   DFND   78,989 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   8,212,327 27,974 SH   DFND   27,974 0 0
LABCORP HOLDINGS INC COM SHS 504922105   243,103 969 SH   DFND   969 0 0
LAM RESEARCH CORP COM NEW 512807306   66,301,609 387,321 SH   DFND   387,321 0 0
LAMB WESTON HLDGS INC COM 513272104   754,397 18,009 SH   DFND   18,009 0 0
LAS VEGAS SANDS CORP COM 517834107   4,245,170 65,220 SH   DFND   65,220 0 0
LEIDOS HOLDINGS INC COM 525327102   2,980,749 16,523 SH   DFND   16,523 0 0
LENNAR CORP CL A 526057104   1,221,572 11,883 SH   DFND   11,883 0 0
LENNOX INTL INC COM 526107107   352,046 725 SH   DFND   725 0 0
LEONARDO DRS INC COM 52661A108   1,380,645 40,500 SH   DFND   40,500 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   43,462,980 894,300 SH   DFND   894,300 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   4,411,440 396,000 SH   DFND   396,000 0 0
LIBERTY GLOBAL LTD COM CL C G61188127   1,342,464 121,600 SH   DFND   121,600 0 0
LIBERTY LIVE HOLDINGS INC COM SER A 530909100   9,657,750 118,500 SH   DFND   118,500 0 0
LIBERTY LIVE HOLDINGS INC COM SHS SER C 530909308   1,796,256 21,600 SH   DFND   21,600 0 0
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805   3,326,400 308,000 SH   DFND   308,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106   3,762,348 15,700 SH   DFND   15,700 0 0
LINDE PLC SHS G54950103   260,384,008 610,671 SH   DFND   610,671 0 0
LITHIA MTRS INC COM 536797103   2,625,407 7,900 SH   DFND   7,900 0 0
LOCKHEED MARTIN CORP COM 539830109   11,618,237 24,021 SH   DFND   24,021 0 0
LOEWS CORP COM 540424108   823,630 7,821 SH   DFND   7,821 0 0
LOWES COS INC COM 548661107   16,924,368 70,179 SH   DFND   70,179 0 0
LULULEMON ATHLETICA INC COM 550021109   842,462 4,054 SH   DFND   4,054 0 0
M & T BK CORP COM 55261F104   1,429,299 7,094 SH   DFND   7,094 0 0
MACH NATURAL RESOURCES LP COM UNIT LTD PAR 55445L100   11,238,720 1,018,000 SH   DFND   1,018,000 0 0
MACYS INC COM 55616P104   1,541,295 69,900 SH   DFND   69,900 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   1,474,305 5,700 SH   DFND   5,700 0 0
MAGNA INTL INC COM 559222401   524,352 9,790 SH   DFND   9,790 0 0
MAGNERA CORP COM SHS 55939A107   1,665,400 110,000 SH   DFND   110,000 0 0
MANHATTAN ASSOCIATES INC COM 562750109   1,161,177 6,700 SH   DFND   6,700 0 0
MARATHON PETE CORP COM 56585A102   400,232 2,461 SH   DFND   2,461 0 0
MARSH & MCLENNAN COS INC COM 571748102   4,195,164 22,613 SH   DFND   22,613 0 0
MARTIN MARIETTA MATLS INC COM 573284106   245,328 394 SH   DFND   394 0 0
MARVELL TECHNOLOGY INC COM 573874104   55,959,925 658,507 SH   DFND   658,507 0 0
MASCO CORP COM 574599106   1,185,560 18,682 SH   DFND   18,682 0 0
MASTERCARD INCORPORATED CL A 57636Q104   733,408,965 1,284,699 SH   DFND   1,284,699 0 0
MATCH GROUP INC NEW COM 57667L107   988,365 30,609 SH   DFND   30,609 0 0
MCDONALDS CORP COM 580135101   78,881,880 258,096 SH   DFND   258,096 0 0
MCKESSON CORP COM 58155Q103   59,348,802 72,351 SH   DFND   72,351 0 0
MERCADOLIBRE INC COM 58733R102   2,429,198 1,206 SH   DFND   1,206 0 0
MERCK & CO INC COM 58933Y105   82,786,779 786,498 SH   DFND   786,498 0 0
META PLATFORMS INC CL A 30303M102   197,048,747 298,518 SH   DFND   298,518 0 0
METLIFE INC COM 59156R108   2,373,726 30,070 SH   DFND   30,070 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   2,286,472 1,640 SH   DFND   1,640 0 0
MGM RESORTS INTERNATIONAL COM 552953101   967,350 26,510 SH   DFND   26,510 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   42,864,826 672,706 SH   DFND   672,706 0 0
MICRON TECHNOLOGY INC COM 595112103   105,518,360 369,708 SH   DFND   369,708 0 0
MICROSOFT CORP COM 594918104   892,975,313 1,846,440 SH   DFND   1,846,440 0 0
MID-AMER APT CMNTYS INC COM 59522J103   2,101,847 15,131 SH   DFND   15,131 0 0
MOLINA HEALTHCARE INC COM 60855R100   8,215,904 47,343 SH   DFND   47,343 0 0
MONDELEZ INTL INC CL A 609207105   25,659,415 476,675 SH   DFND   476,675 0 0
MONGODB INC CL A 60937P106   60,855,889 145,002 SH   DFND   145,002 0 0
MONOLITHIC PWR SYS INC COM 609839105   976,150 1,077 SH   DFND   1,077 0 0
MONRO INC COM 610236101   2,545,080 127,000 SH   DFND   127,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   7,774,645 101,404 SH   DFND   101,404 0 0
MOODYS CORP COM 615369105   3,617,840 7,082 SH   DFND   7,082 0 0
MORGAN STANLEY COM NEW 617446448   10,092,936 56,852 SH   DFND   56,852 0 0
MOSAIC CO NEW COM 61945C103   1,186,987 49,273 SH   DFND   49,273 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   43,248,079 112,825 SH   DFND   112,825 0 0
MPLX LP COM UNIT REP LTD 55336V100   154,975,806 2,903,800 SH   DFND   2,903,800 0 0
MSC INDL DIRECT INC CL A 553530106   1,976,350 23,500 SH   DFND   23,500 0 0
MSCI INC COM 55354G100   268,506 468 SH   DFND   468 0 0
MUELLER INDS INC COM 624756102   10,951,920 95,400 SH   DFND   95,400 0 0
NASDAQ INC COM 631103108   2,022,344 20,821 SH   DFND   20,821 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608   18,311,760 175,400 SH   DFND   175,400 0 0
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409   7,680,995 146,500 SH   DFND   146,500 0 0
NEKTAR THERAPEUTICS COM NEW 640268306   4,228,000 100,000 SH   DFND   100,000 0 0
NEOGEN CORP COM 640491106   61,354,725 8,777,500 SH   DFND   8,777,500 0 0
NETAPP INC COM 64110D104   37,749,011 352,498 SH   DFND   352,498 0 0
NETFLIX INC COM 64110L106   86,298,673 920,421 SH   DFND   920,421 0 0
NEWMARKET CORP COM 651587107   5,085,724 7,400 SH   DFND   7,400 0 0
NEWMONT CORP COM 651639106   21,282,928 213,149 SH   DFND   213,149 0 0
NEWS CORP NEW CL A 65249B109   219,304 8,396 SH   DFND   8,396 0 0
NEWS CORP NEW CL B 65249B208   472,687 15,953 SH   DFND   15,953 0 0
NEXTERA ENERGY INC COM 65339F101   235,782 2,937 SH   DFND   2,937 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   51,748,030 5,174,803 SH   DFND   5,174,803 0 0
NIKE INC CL B 654106103   9,401,557 147,568 SH   DFND   147,568 0 0
NISOURCE INC COM 65473P105   2,575,381 61,671 SH   DFND   61,671 0 0
NORDSON CORP COM 655663102   1,455,082 6,052 SH   DFND   6,052 0 0
NORFOLK SOUTHN CORP COM 655844108   21,047,399 72,899 SH   DFND   72,899 0 0
NORTHERN TR CORP COM 665859104   1,192,294 8,729 SH   DFND   8,729 0 0
NORTHROP GRUMMAN CORP COM 666807102   16,899,884 29,638 SH   DFND   29,638 0 0
NRG ENERGY INC COM NEW 629377508   3,943,897 24,767 SH   DFND   24,767 0 0
NUCOR CORP COM 670346105   14,578,282 89,377 SH   DFND   89,377 0 0
NVENT ELECTRIC PLC SHS G6700G107   6,485,292 63,600 SH   DFND   63,600 0 0
NVIDIA CORPORATION COM 67066G104   1,675,248,000 8,982,563 SH   DFND   8,982,563 0 0
NVR INC COM 62944T105   2,676,447 367 SH   DFND   367 0 0
NXP SEMICONDUCTORS N V COM N6596X109   33,911,501 156,231 SH   DFND   156,231 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   2,142,672 13,665 SH   DFND   13,665 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   6,588,924 148,600 SH   DFND   148,600 0 0
OMNICOM GROUP INC COM 681919106   23,143,596 286,608 SH   DFND   286,608 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,524,544 32,800 SH   DFND   32,800 0 0
ONTO INNOVATION INC COM 683344105   3,457,134 21,900 SH   DFND   21,900 0 0
ORACLE CORP COM 68389X105   96,675,165 495,999 SH   DFND   495,999 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   46,814,901 513,265 SH   DFND   513,265 0 0
OTIS WORLDWIDE CORP COM 68902V107   21,869,383 250,365 SH   DFND   250,365 0 0
PACCAR INC COM 693718108   412,415 3,766 SH   DFND   3,766 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   189,245,804 1,064,674 SH   DFND   1,064,674 0 0
PALO ALTO NETWORKS INC COM 697435105   1,605,119 8,714 SH   DFND   8,714 0 0
PARAMOUNT SKYDANCE CORP COM CL B 69932A204   538,198 40,164 SH   DFND   40,164 0 0
PARK HOTELS & RESORTS INC COM 700517105   2,766,670 264,500 SH   DFND   264,500 0 0
PARKER-HANNIFIN CORP COM 701094104   16,619,376 18,908 SH   DFND   18,908 0 0
PAYCHEX INC COM 704326107   620,916 5,535 SH   DFND   5,535 0 0
PAYCOM SOFTWARE INC COM 70432V102   1,006,358 6,315 SH   DFND   6,315 0 0
PAYLOCITY HLDG CORP COM 70438V106   3,309,250 21,700 SH   DFND   21,700 0 0
PAYPAL HLDGS INC COM 70450Y103   1,427,041 24,444 SH   DFND   24,444 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   440,747 3,887 SH   DFND   3,887 0 0
PENTAIR PLC SHS G7S00T104   11,241,705 107,948 SH   DFND   107,948 0 0
PEPSICO INC COM 713448108   89,750,088 625,349 SH   DFND   625,349 0 0
PFIZER INC COM 717081103   21,087,387 846,883 SH   DFND   846,883 0 0
PHILIP MORRIS INTL INC COM 718172109   50,489,429 314,772 SH   DFND   314,772 0 0
PHILLIPS 66 COM 718546104   5,945,131 46,072 SH   DFND   46,072 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   819,383 9,289 SH   DFND   9,289 0 0
PROCTER AND GAMBLE CO COM 742718109   66,262,101 462,369 SH   DFND   462,369 0 0
PROGRESSIVE CORP COM 743315103   6,163,470 27,066 SH   DFND   27,066 0 0
PROLOGIS INC. COM 74340W103   10,756,376 84,258 SH   DFND   84,258 0 0
PRUDENTIAL FINL INC COM 744320102   1,823,576 16,155 SH   DFND   16,155 0 0
PTC INC COM 69370C100   2,697,119 15,482 SH   DFND   15,482 0 0
PUBLIC STORAGE OPER CO COM 74460D109   754,626 2,908 SH   DFND   2,908 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   5,179,992 64,508 SH   DFND   64,508 0 0
PULTE GROUP INC COM 745867101   1,899,026 16,195 SH   DFND   16,195 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100   1,230,139 15,066 SH   DFND   15,066 0 0
QORVO INC COM 74736K101   1,225,395 14,500 SH   DFND   14,500 0 0
QUALCOMM INC COM 747525103   31,494,410 184,124 SH   DFND   184,124 0 0
QUANTA SVCS INC COM 74762E102   16,256,485 38,517 SH   DFND   38,517 0 0
QUEST DIAGNOSTICS INC COM 74834L100   2,968,925 17,109 SH   DFND   17,109 0 0
RALPH LAUREN CORP CL A 751212101   4,803,792 13,585 SH   DFND   13,585 0 0
RANGE RES CORP COM 75281A109   2,990,048 84,800 SH   DFND   84,800 0 0
RAYMOND JAMES FINL INC COM 754730109   1,306,881 8,138 SH   DFND   8,138 0 0
REALTY INCOME CORP COM 756109104   347,183 6,159 SH   DFND   6,159 0 0
REGENERON PHARMACEUTICALS COM 75886F107   43,685,526 56,597 SH   DFND   56,597 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   2,474,208 8,800 SH   DFND   8,800 0 0
REPLIGEN CORP COM 759916109   3,244,428 19,800 SH   DFND   19,800 0 0
REPUBLIC SVCS INC COM 760759100   6,168,011 29,104 SH   DFND   29,104 0 0
RESMED INC COM 761152107   208,112 864 SH   DFND   864 0 0
ROBERT HALF INC. COM 770323103   2,766,083 101,844 SH   DFND   101,844 0 0
ROBINHOOD MKTS INC COM CL A 770700102   4,105,078 36,296 SH   DFND   36,296 0 0
ROBLOX CORP CL A 771049103   12,835,152 158,400 SH   DFND   158,400 0 0
ROCKWELL AUTOMATION INC COM 773903109   3,700,056 9,510 SH   DFND   9,510 0 0
ROIVANT SCIENCES LTD SHS G76279101   12,768,280 588,400 SH   DFND   588,400 0 0
ROKU INC COM CL A 77543R102   5,511,292 50,800 SH   DFND   50,800 0 0
ROLLINS INC COM 775711104   1,798,619 29,967 SH   DFND   29,967 0 0
ROPER TECHNOLOGIES INC COM 776696106   59,010,884 132,570 SH   DFND   132,570 0 0
ROSS STORES INC COM 778296103   28,563,899 158,565 SH   DFND   158,565 0 0
ROYAL GOLD INC COM 780287108   1,111,450 5,000 SH   DFND   5,000 0 0
RTX CORPORATION COM 75513E101   56,794,395 309,675 SH   DFND   309,675 0 0
RUBRIK INC. CL A 781154109   4,175,808 54,600 SH   DFND   54,600 0 0
S&P GLOBAL INC COM 78409V104   7,477,740 14,309 SH   DFND   14,309 0 0
SABRE CORP COM 78573M104   2,720,000 2,000,000 SH   DFND   2,000,000 0 0
SALESFORCE INC COM 79466L302   195,071,247 736,368 SH   DFND   736,368 0 0
SANDISK CORP COM 80004C200   9,208,682 38,793 SH   DFND   38,793 0 0
SAREPTA THERAPEUTICS INC COM 803607100   1,880,030 87,362 SH   DFND   87,362 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,663,531 13,770 SH   DFND   13,770 0 0
SCHWAB CHARLES CORP COM 808513105   2,134,877 21,368 SH   DFND   21,368 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   4,306,230 73,800 SH   DFND   73,800 0 0
SEADRILL LTD COM G7997W102   15,034,150 434,513 SH   DFND   434,513 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   3,999,214 14,522 SH   DFND   14,522 0 0
SEALED AIR CORP NEW COM 81211K100   6,102,639 147,300 SH   DFND   147,300 0 0
SELECT SECTOR SPDR TR STATE STREET IND 81369Y704   220,204,629 1,419,576 SH   DFND   1,419,576 0 0
SEMPRA COM 816851109   1,737,017 19,674 SH   DFND   19,674 0 0
SENTINELONE INC CL A 81730H109   5,202,000 346,800 SH   DFND   346,800 0 0
SERVICENOW INC COM 81762P102   33,712,523 220,070 SH   DFND   220,070 0 0
SHERWIN WILLIAMS CO COM 824348106   24,574,435 75,840 SH   DFND   75,840 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   4,451,947 27,657 SH   DFND   27,657 0 0
SIMON PPTY GROUP INC NEW COM 828806109   2,071,566 11,191 SH   DFND   11,191 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   16,045,640 1,046,000 SH   DFND   1,046,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   4,198,693 66,215 SH   DFND   66,215 0 0
SLB LIMITED COM STK 806857108   11,165,433 290,918 SH   DFND   290,918 0 0
SMITH A O CORP COM 831865209   979,926 14,652 SH   DFND   14,652 0 0
SMITHFIELD FOODS INC COM 832248207   4,774,154 213,800 SH   DFND   213,800 0 0
SMUCKER J M CO COM NEW 832696405   1,458,738 14,914 SH   DFND   14,914 0 0
SMURFIT WESTROCK PLC SHS G8267P108   14,169,036 366,409 SH   DFND   366,409 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   13,848,000 480,000 SH   DFND   480,000 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103   6,927,459 142,599 SH   DFND   142,599 0 0
SOLVENTUM CORP COM SHS 83444M101   298,576 3,768 SH   DFND   3,768 0 0
SONOCO PRODS CO COM 835495102   1,069,180 24,500 SH   DFND   24,500 0 0
SOUTHWEST AIRLS CO COM 844741108   24,506,004 592,935 SH   DFND   592,935 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   724,219 1,507 SH   DFND   1,507 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   201,942,425 296,138 SH   DFND   296,138 0 0
STARBUCKS CORP COM 855244109   12,218,029 145,090 SH   DFND   145,090 0 0
STATE STR CORP COM 857477103   1,663,197 12,892 SH   DFND   12,892 0 0
STERIS PLC SHS USD G8473T100   4,088,010 16,125 SH   DFND   16,125 0 0
STIFEL FINL CORP COM 860630102   1,126,980 9,000 SH   DFND   9,000 0 0
STRATEGY INC CL A NEW 594972408   461,472 3,037 SH   DFND   3,037 0 0
STRYKER CORPORATION COM 863667101   37,043,884 105,397 SH   DFND   105,397 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   2,558,520 138,000 SH   DFND   138,000 0 0
SYLVAMO CORP COMMON STOCK 871332102   5,778,048 120,001 SH   DFND   120,001 0 0
SYNCHRONY FINANCIAL COM 87165B103   1,387,024 16,625 SH   DFND   16,625 0 0
SYNOPSYS INC COM 871607107   901,393 1,919 SH   DFND   1,919 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,960,498 19,614 SH   DFND   19,614 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   442,420 1,728 SH   DFND   1,728 0 0
TALEN ENERGY CORP COM 87422Q109   11,545,072 30,800 SH   DFND   30,800 0 0
TAPESTRY INC COM 876030107   939,748 7,355 SH   DFND   7,355 0 0
TARGET CORP COM 87612E106   717,387 7,339 SH   DFND   7,339 0 0
TECHNIPFMC PLC COM G87110105   23,333,978 523,653 SH   DFND   523,653 0 0
TERADYNE INC COM 880770102   3,917,461 20,239 SH   DFND   20,239 0 0
TESLA INC COM 88160R101   171,015,474 380,271 SH   DFND   380,271 0 0
TEXAS INSTRS INC COM 882508104   31,499,018 181,561 SH   DFND   181,561 0 0
TEXTRON INC COM 883203101   5,524,312 63,374 SH   DFND   63,374 0 0
THE CIGNA GROUP COM 125523100   9,556,536 34,722 SH   DFND   34,722 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   12,821,490 22,127 SH   DFND   22,127 0 0
THOMSON REUTERS CORP COM 884903808   607,749 4,608 SH   DFND   4,608 0 0
TJX COS INC NEW COM 872540109   45,381,156 295,431 SH   DFND   295,431 0 0
T-MOBILE US INC COM 872590104   1,411,331 6,951 SH   DFND   6,951 0 0
TOLL BROTHERS INC COM 889478103   3,448,110 25,500 SH   DFND   25,500 0 0
TORO CO COM 891092108   5,077,440 64,500 SH   DFND   64,500 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   63,111,504 162,157 SH   DFND   162,157 0 0
TRAVELERS COMPANIES INC COM 89417E109   4,246,768 14,641 SH   DFND   14,641 0 0
TREX CO INC COM 89531P105   2,564,348 73,100 SH   DFND   73,100 0 0
TRUIST FINL CORP COM 89832Q109   2,896,255 58,855 SH   DFND   58,855 0 0
TXO PARTNERS LP COM UNIT 87313P103   5,377,680 504,000 SH   DFND   504,000 0 0
TYLER TECHNOLOGIES INC COM 902252105   9,379,061 20,661 SH   DFND   20,661 0 0
TYSON FOODS INC CL A 902494103   2,438,123 41,592 SH   DFND   41,592 0 0
UBER TECHNOLOGIES INC COM 90353T100   28,180,880 344,889 SH   DFND   344,889 0 0
ULTA BEAUTY INC COM 90384S303   7,500,914 12,398 SH   DFND   12,398 0 0
UNITED PARKS & RESORTS INC COM 81282V100   12,705,000 350,000 SH   DFND   350,000 0 0
UNITED RENTALS INC COM 911363109   14,748,238 18,223 SH   DFND   18,223 0 0
UNITEDHEALTH GROUP INC COM 91324P102   40,160,522 121,658 SH   DFND   121,658 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   1,556,227 7,138 SH   DFND   7,138 0 0
US BANCORP DEL COM NEW 902973304   3,837,064 71,909 SH   DFND   71,909 0 0
USA COMPRESSION PARTNERS LP COM UNIT LTDPAR 90290N109   7,189,800 312,600 SH   DFND   312,600 0 0
VALMONT INDS INC COM 920253101   1,448,352 3,600 SH   DFND   3,600 0 0
VEEVA SYS INC CL A COM 922475108   5,692,365 25,500 SH   DFND   25,500 0 0
VENTAS INC COM 92276F100   209,390 2,706 SH   DFND   2,706 0 0
VENTYX BIOSCIENCES INC COM 92332V107   2,158,170 239,000 SH   DFND   239,000 0 0
VERA BRADLEY INC COM 92335C106   242,000 100,000 SH   DFND   100,000 0 0
VERALTO CORP COM SHS 92338C103   8,420,334 84,389 SH   DFND   84,389 0 0
VERISIGN INC COM 92343E102   5,656,362 23,282 SH   DFND   23,282 0 0
VERISK ANALYTICS INC COM 92345Y106   14,322,647 64,029 SH   DFND   64,029 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   28,557,921 701,152 SH   DFND   701,152 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   36,780,643 81,129 SH   DFND   81,129 0 0
VICI PPTYS INC COM 925652109   1,987,381 70,675 SH   DFND   70,675 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   21,987,139 307,900 SH   DFND   307,900 0 0
VISTRA CORP COM 92840M102   28,920,177 179,261 SH   DFND   179,261 0 0
WABTEC COM 929740108   14,470,629 67,794 SH   DFND   67,794 0 0
WALMART INC COM 931142103   33,882,789 304,127 SH   DFND   304,127 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   54,128,946 1,878,173 SH   DFND   1,878,173 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   14,108,200 460,000 SH   DFND   460,000 0 0
WASTE MGMT INC DEL COM 94106L109   2,620,042 11,925 SH   DFND   11,925 0 0
WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG 940923105   1,880,940 94,000 SH   DFND   94,000 0 0
WELLS FARGO CO NEW COM 949746101   11,894,277 127,621 SH   DFND   127,621 0 0
WELLTOWER INC COM 95040Q104   992,271 5,346 SH   DFND   5,346 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   4,086,654 14,853 SH   DFND   14,853 0 0
WESTERN DIGITAL CORP COM 958102105   40,433,492 234,710 SH   DFND   234,710 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   28,268,294 715,653 SH   DFND   715,653 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103   1,558,000 82,000 SH   DFND   82,000 0 0
WILLIAMS COS INC COM 969457100   19,771,682 328,925 SH   DFND   328,925 0 0
WORKDAY INC CL A 98138H101   10,454,417 48,675 SH   DFND   48,675 0 0
WW GRAINGER INC COM 384802104   24,068,870 23,853 SH   DFND   23,853 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106   2,170,000 217,000 SH   DFND   217,000 0 0
XYLEM INC COM 98419M100   4,284,904 31,465 SH   DFND   31,465 0 0
YETI HLDGS INC COM 98585X104   3,352,503 75,900 SH   DFND   75,900 0 0
YUM BRANDS INC COM 988498101   5,415,824 35,800 SH   DFND   35,800 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   6,300,451 25,947 SH   DFND   25,947 0 0
ZOETIS INC CL A 98978V103   57,128,948 454,053 SH   DFND   454,053 0 0
ZSCALER INC COM 98980G102   848,623 3,773 SH   DFND   3,773 0 0