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   3,480,000 1,000,000 SH   DFND   1,000,000 0 0
3M CO COM 88579Y101   33,251,133 205,368 SH   DFND   205,368 0 0
ABBOTT LABORATORIES COM 002824100   119,814,457 1,320,415 SH   DFND   1,320,415 0 0
ABBVIE INC COM 00287Y109   113,840,426 452,394 SH   DFND   452,394 0 0
ACCENTURE PLC IRELAND SHS CL A G1151C101   86,504,839 695,153 SH   DFND   695,153 0 0
ADOBE INC COM 00724F101   26,380,949 128,675 SH   DFND   128,675 0 0
ADVANCED MICRO DEVICES INC COM 007903107   220,443,727 379,480 SH   DFND   379,480 0 0
AECOM COM 00766T100   19,208,960 275,200 SH   DFND   275,200 0 0
AES CORP COM 00130H105   1,285,447 87,684 SH   DFND   87,684 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   4,615,311 34,746 SH   DFND   34,746 0 0
AIRBNB INC CL A 009066101   20,921,649 146,203 SH   DFND   146,203 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   706,305 5,975 SH   DFND   5,975 0 0
ALASKA AIR GROUP INC COM 011659109   5,496,660 105,300 SH   DFND   105,300 0 0
ALBEMARLE CORP COM 012653101   11,253,805 83,343 SH   DFND   83,343 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,019,159 19,284 SH   DFND   19,284 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   456,961 4,761 SH   DFND   4,761 0 0
ALIGN TECHNOLOGY INC COM 016255101   39,329,657 233,189 SH   DFND   233,189 0 0
ALLEGION PLC ORD SHS G0176J109   2,369,504 16,866 SH   DFND   16,866 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   13,332,880 556,000 SH   DFND   556,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   2,584,001 22,920 SH   DFND   22,920 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   984,669 3,271 SH   DFND   3,271 0 0
ALPHABET INC CAP STK C LC 02079K107   640,908,820 1,813,910 SH   DFND   1,813,910 0 0
ALPHABET INC CAP STK CL A 02079K305   671,764,471 1,879,745 SH   DFND   1,879,745 0 0
AMAZON COM INC COM 023135106   370,346,754 1,553,859 SH   DFND   1,553,859 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102   16,866,538 933,400 SH   DFND   933,400 0 0
AMERICAN TOWER CORP COM 03027X100   9,369,617 57,282 SH   DFND   57,282 0 0
AMETEK INC COM 031100100   23,565,440 97,402 SH   DFND   97,402 0 0
AMGEN INC COM 031162100   14,815,053 40,912 SH   DFND   40,912 0 0
AMPHENOL CORP CL A 032095101   73,606,371 417,459 SH   DFND   417,459 0 0
ANALOG DEVICES INC COM 032654105   225,973,446 568,959 SH   DFND   568,959 0 0
APA CORPORATION COM 03743Q108   1,972,797 60,571 SH   DFND   60,571 0 0
API GROUP CORP COM STK 00187Y100   1,411,102 33,320 SH   DFND   33,320 0 0
APPLE INC COM 037833100   796,040,934 2,751,040 SH   DFND   2,751,040 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   13,180,073 38,977 SH   DFND   38,977 0 0
APPLIED MATLS INC COM 038222105   543,709,014 752,018 SH   DFND   752,018 0 0
APPLOVIN CORP CL A 03831W108   2,148,509 4,170 SH   DFND   4,170 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   6,648,634 87,024 SH   DFND   87,024 0 0
ARISTA NETWORKS INC COM SHS 040413205   32,558,012 191,653 SH   DFND   191,653 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   2,399,375 6,767 SH   DFND   6,767 0 0
ARMSTRONG WORLD INDS INC COM NEW 04247X102   10,809,581 67,383 SH   DFND   67,383 0 0
ARROW ELECTRS INC COM 042735100   9,390,040 44,000 SH   DFND   44,000 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210   4,466,293 2,245 SH   DFND   2,245 0 0
ASTERA LABS INC COM 04626A103   2,028,684 4,200 SH   DFND   4,200 0 0
AT&T INC COM 00206R102   29,798,333 1,439,533 SH   DFND   1,439,533 0 0
ATI INC COM 01741R102   65,102,130 330,300 SH   DFND   330,300 0 0
AUTODESK INC COM 052769106   12,215,603 62,831 SH   DFND   62,831 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103   4,264,456 19,042 SH   DFND   19,042 0 0
AUTONATION INC COM 05329W102   8,348,659 44,936 SH   DFND   44,936 0 0
AUTOZONE INC COM 053332102   15,104,012 4,726 SH   DFND   4,726 0 0
AVERY DENNISON CORP COM 053611109   1,526,902 9,405 SH   DFND   9,405 0 0
BAKER HUGHES COMPANY CL A 05722G100   16,832,207 303,283 SH   DFND   303,283 0 0
BANK OF AMER CORP COM 060505104   294,787,341 5,173,523 SH   DFND   5,173,523 0 0
BARRICK MNG CORP COM SHS 06849F108   8,292,716 225,775 SH   DFND   225,775 0 0
BAUSCH HEALTH COS INC COM 071734107   24,650,000 5,000,000 SH   DFND   5,000,000 0 0
BECTON DICKINSON & CO COM 075887109   995,449 6,578 SH   DFND   6,578 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   3,902,743 301,603 SH   DFND   301,603 0 0
BERKSHIRE HATHAWAY INC CL B NEW 084670702   1,363,062 2,724 SH   DFND   2,724 0 0
BEST BUY INC COM 086516101   1,834,703 24,179 SH   DFND   24,179 0 0
BIO RAD LABS INC CL A 090572207   33,089,847 112,700 SH   DFND   112,700 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   10,178,542 728,600 SH   DFND   728,600 0 0
BLACKSTONE INC COM 09260D107   261,698 2,224 SH   DFND   2,224 0 0
BOEING CO COM UPIC 097023105   46,867,270 216,507 SH   DFND   216,507 0 0
BOOKING HOLDINGS INC COM 09857L108   52,330,551 293,596 SH   DFND   293,596 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   11,479,492 189,212 SH   DFND   189,212 0 0
BORGWARNER INC COM 099724106   6,281,440 94,600 SH   DFND   94,600 0 0
BOSTON BEER INC CL A 100557107   5,186,979 29,300 SH   DFND   29,300 0 0
BOSTON SCIENTIFIC CORP COM 101137107   15,577,517 364,984 SH   DFND   364,984 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   51,015,826 885,384 SH   DFND   885,384 0 0
BROADCOM INC COM 11135F101   756,884,832 2,003,666 SH   DFND   2,003,666 0 0
BROADRIDGE FINL SOLUTIONS INC COM 11133T103   2,591,094 18,920 SH   DFND   18,920 0 0
BROWN FORMAN CORP CL B 115637209   551,628 20,699 SH   DFND   20,699 0 0
BUNGE GLOBAL SA COM SHS H11356104   5,762,886 53,995 SH   DFND   53,995 0 0
C H ROBINSON WORLDWIDE IN COM 12541W209   1,460,012 7,752 SH   DFND   7,752 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   15,564,520 41,470 SH   DFND   41,470 0 0
CAESARS ENTERTAINMENT INC COM 12769G100   36,216,000 1,200,000 SH   DFND   1,200,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102   1,414,982 12,359 SH   DFND   12,359 0 0
CAPITAL ONE FINL CORP COM 14040H105   373,755 1,863 SH   DFND   1,863 0 0
CARDINAL HEALTH INC COM 14149Y108   90,805,885 382,244 SH   DFND   382,244 0 0
CARNIVAL CORP COMMON STOCK 143658300   77,190,740 2,701,811 SH   DFND   2,701,811 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   1,136,485 15,494 SH   DFND   15,494 0 0
CASEYS GEN STORES INC COM 147528103   3,611,526 4,544 SH   DFND   4,544 0 0
CATERPILLAR INC COM 149123101   43,971,851 41,292 SH   DFND   41,292 0 0
CBRE GROUP INC CL A 12504L109   14,627,603 108,602 SH   DFND   108,602 0 0
CENCORA INC COM 03073E105   30,256,788 106,922 SH   DFND   106,922 0 0
CENTENE CORP DEL COM 15135B101   3,702,287 57,677 SH   DFND   57,677 0 0
CENTERPOINT ENERGY INC COM 15189T107   8,767,791 199,087 SH   DFND   199,087 0 0
CF INDUSTRIES HOLD COM 125269100   2,603,653 24,050 SH   DFND   24,050 0 0
CHARLES RIV LABS INTL INC COM 159864107   1,343,050 5,922 SH   DFND   5,922 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108   2,442,457 17,175 SH   DFND   17,175 0 0
CHENIERE ENERGY INC COM NEW 16411R208   12,930,441 54,100 SH   DFND   54,100 0 0
CHEVRON CORPORATION COM 166764100   108,623,854 655,308 SH   DFND   655,308 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   39,165,076 1,151,914 SH   DFND   1,151,914 0 0
CHUBB LIMITED COM H1467J104   367,999 1,080 SH   DFND   1,080 0 0
CHURCH & DWIGHT CO INC COM 171340102   2,831,609 29,228 SH   DFND   29,228 0 0
CIENA CORP COM NEW 171779309   8,528,386 17,385 SH   DFND   17,385 0 0
CINTAS CORP COM 172908105   32,436,977 190,716 SH   DFND   190,716 0 0
CIRRUS LOGIC INC COM 172755100   7,679,001 51,700 SH   DFND   51,700 0 0
CISCO SYS INC COM 17275R102   284,061,270 2,418,366 SH   DFND   2,418,366 0 0
CITIGROUP INC COM NEW 172967424   1,885,401 13,471 SH   DFND   13,471 0 0
CME GROUP INC COM 12572Q105   419,577 1,900 SH   DFND   1,900 0 0
CMS ENERGY CORP COM 125896100   44,383,923 580,182 SH   DFND   580,182 0 0
COCA COLA CO COM 191216100   65,587,572 807,033 SH   DFND   807,033 0 0
COCA COLA CONS INC COM COM 191098102   5,866,017 30,725 SH   DFND   30,725 0 0
COGNIZANT TECHNOLOGY SOLUTION CL A 192446102   69,011,554 1,781,863 SH   DFND   1,781,863 0 0
COHERENT CORP COM 19247G107   13,270,109 33,654 SH   DFND   33,654 0 0
COLGATE PALMOLIVE CO COM 194162103   46,968,489 512,309 SH   DFND   512,309 0 0
COMCAST CORP NEW CL A 20030N101   19,150,252 780,051 SH   DFND   780,051 0 0
COMFORT SYS USA INC COM 199908104   25,608,776 12,921 SH   DFND   12,921 0 0
CONOCOPHILLIPS COM 20825C104   51,302,805 493,486 SH   DFND   493,486 0 0
CONSOLIDATED EDISON INC COM 209115104   1,700,826 15,374 SH   DFND   15,374 0 0
CONSTELLATION BRANDS INC CL A 21036P108   2,373,988 17,068 SH   DFND   17,068 0 0
CONSTELLATION ENERGY CORP COM 21037T109   313,195 1,261 SH   DFND   1,261 0 0
COPART INC COM 217204106   12,540,265 444,848 SH   DFND   444,848 0 0
CORNING INC COM 219350105   61,199,240 239,593 SH   DFND   239,593 0 0
CORTEVA INC COM 22052L104   1,628,758 19,232 SH   DFND   19,232 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105   175,244,402 187,333 SH   DFND   187,333 0 0
CRH PLC ORD G25508105   35,617,090 332,870 SH   DFND   332,870 0 0
CROSSAMERICA PARTNERS LP UT LTD PTN INT 22758A105   358,720 16,000 SH   DFND   16,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   5,596,106 7,333 SH   DFND   7,333 0 0
CROWN CASTLE INC COM 22822V101   4,063,823 53,662 SH   DFND   53,662 0 0
CSX CORP COM 126408103   12,937,048 272,187 SH   DFND   272,187 0 0
CUMMINS INC COM 231021106   57,888,403 81,166 SH   DFND   81,166 0 0
CURTISS WRIGHT CORP COM 231561101   10,784,440 14,232 SH   DFND   14,232 0 0
CVR PARTNERS LP/CVR NITROGEN COM 126633205   9,263,988 83,100 SH   DFND   83,100 0 0
CVS HEALTH CORP COM 126650100   41,016,787 396,489 SH   DFND   396,489 0 0
D R HORTON INC COM 23331A109   10,129,996 62,193 SH   DFND   62,193 0 0
DANAHER CORP DEL COM 235851102   75,515,606 396,449 SH   DFND   396,449 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   5,141,400 451,000 SH   DFND   451,000 0 0
DECKERS OUTDOOR CORP COM 243537107   9,239,232 93,053 SH   DFND   93,053 0 0
DEERE & CO COM 244199105   1,956,908 3,085 SH   DFND   3,085 0 0
DELL TECHNOLOGIES INC CLC 24703L202   4,326,681 10,028 SH   DFND   10,028 0 0
DELTA AIR LINES INC COM NEW 247361702   5,379,924 57,441 SH   DFND   57,441 0 0
DESTINATION XL GROUP INC COM 25065K104   201,000 300,000 SH   DFND   300,000 0 0
DEVON ENERGY CORP COM 25179M103   5,862,771 141,887 SH   DFND   141,887 0 0
DEXCOM INC COM 252131107   41,334,513 613,727 SH   DFND   613,727 0 0
DIGITAL RLTY TR INC COM 253868103   7,293,462 40,614 SH   DFND   40,614 0 0
DINE BRANDS GLOBAL INC COM 254423106   10,770,000 300,000 SH   DFND   300,000 0 0
DISNEY WALT CO COM 254687106   35,901,539 373,003 SH   DFND   373,003 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107   1,860,000 200,000 SH   DFND   200,000 0 0
DOLLAR GEN CORP COM 256677105   10,303,036 89,506 SH   DFND   89,506 0 0
DOORDASH INC CL A 25809K105   1,846,592 10,007 SH   DFND   10,007 0 0
DORCHESTER MINERALS L P UNIT 25820R105   3,800,125 150,500 SH   DFND   150,500 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   3,252,000 300,000 SH   DFND   300,000 0 0
DOVER CORP COM 260003108   7,785,880 34,715 SH   DFND   34,715 0 0
DOW HLDGS INC COM 260557103   3,814,832 139,431 SH   DFND   139,431 0 0
DOXIMITY INC CL A 26622P107   11,890,242 573,300 SH   DFND   573,300 0 0
DUPONT DE NEMOURS INC COM 26614N201   784,056 16,800 SH   DFND   16,800 0 0
EBAY INC. COM 278642103   10,296,645 92,140 SH   DFND   92,140 0 0
ECOLAB INC COM 278865100   8,676,751 31,143 SH   DFND   31,143 0 0
EDISON INTL COM 281020107   3,615,143 48,558 SH   DFND   48,558 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   30,521,928 337,408 SH   DFND   337,408 0 0
ELASTIC N V ORD SHS N14506104   17,185,828 301,400 SH   DFND   301,400 0 0
ELECTRONIC ARTS INC COM 285512109   14,111,468 68,823 SH   DFND   68,823 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103   10,325,691 26,700 SH   DFND   26,700 0 0
ELI LILLY & CO COM 532457108   124,792,295 104,043 SH   DFND   104,043 0 0
EMCOR GROUP INC COM 29084Q100   12,750,276 15,364 SH   DFND   15,364 0 0
EMERSON ELEC CO COM 291011104   15,295,721 106,851 SH   DFND   106,851 0 0
ENTEGRIS INC COM 29362U104   37,554,768 208,800 SH   DFND   208,800 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   82,562,960 2,246,000 SH   DFND   2,246,000 0 0
ENVIRI CORP COM 29390K102   1,463,319 66,666 SH   DFND   66,666 0 0
EOG RES INC COM 26875P101   25,353,912 195,436 SH   DFND   195,436 0 0
EQT CORP COM 26884L109   9,475,054 178,203 SH   DFND   178,203 0 0
EQUIFAX INC COM 294429105   2,323,661 14,640 SH   DFND   14,640 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   2,847,626 41,920 SH   DFND   41,920 0 0
ESSENTIAL UTILS INC COM 29670G102   9,883,980 258,000 SH   DFND   258,000 0 0
ESSEX PPTY TR INC COM 297178105   991,698 3,401 SH   DFND   3,401 0 0
ETSY INC COM 29786A106   19,873,785 263,858 SH   DFND   263,858 0 0
EVERPURE INC CL A 74624M102   1,340,297 17,011 SH   DFND   17,011 0 0
EVERSOURCE ENERGY COM 30040W108   11,879,164 164,372 SH   DFND   164,372 0 0
EXELIXIS INC COM 30161Q104   16,943,274 311,400 SH   DFND   311,400 0 0
EXELON CORP COM 30161N101   1,319,253 28,298 SH   DFND   28,298 0 0
EXLSERVICE HLDGS INC COM 302081104   3,524,718 136,300 SH   DFND   136,300 0 0
EXPAND ENERGY CORPORATION COM 165167735   9,826,270 107,756 SH   DFND   107,756 0 0
EXPEDIA GROUP INC COM NEW 30212P303   22,358,283 87,378 SH   DFND   87,378 0 0
EXPEDITORS INTL WASH INC COM 302130109   2,620,479 16,081 SH   DFND   16,081 0 0
EXTRA SPACE STORAGE INC COM 30225T102   2,902,368 19,975 SH   DFND   19,975 0 0
EXXON MOBIL CORP COM 30231G102   43,763,662 320,097 SH   DFND   320,097 0 0
F5 INC COM 315616102   2,885,515 6,937 SH   DFND   6,937 0 0
FASTENAL CO COM 311900104   6,675,257 138,981 SH   DFND   138,981 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   1,193,171 9,666 SH   DFND   9,666 0 0
FEDEX CORP COM 31428X106   41,486,594 132,490 SH   DFND   132,490 0 0
FEDEX FGHT HLDG CO INC COMMON STOCK ADDED 314352105   9,983,365 66,115 SH   DFND   66,115 0 0
FERROVIAL NV ORD SHS N3168P101   79,590,169 1,162,749 SH   DFND   1,162,749 0 0
FIRST SOLAR INC COM 336433107   597,451 2,532 SH   DFND   2,532 0 0
FIVE BELOW INC COM 33829M101   22,905,246 127,400 SH   DFND   127,400 0 0
FLEX LTD ORD Y2573F102   16,742,803 103,306 SH   DFND   103,306 0 0
FORD MTR CO COM 345370860   20,610,628 1,482,779 SH   DFND   1,482,779 0 0
FORTINET INC COM 34959E109   21,551,043 140,288 SH   DFND   140,288 0 0
FORTIVE CORP COM 34959J108   2,289,836 37,483 SH   DFND   37,483 0 0
FORTREA HLDGS INC COM 34965K107   2,124,540 122,100 SH   DFND   122,100 0 0
FOX CORP COM 35137L204   4,463,665 95,296 SH   DFND   95,296 0 0
FREEPORT MCMORAN INC CL B 35671D857   14,314,896 227,618 SH   DFND   227,618 0 0
FUNKO INC CL A 361008105   3,528,000 600,000 SH   DFND   600,000 0 0
GAMESTOP CORP CL A 36467W109   4,675,330 211,745 SH   DFND   211,745 0 0
GAP INC COM 364760108   4,924,048 263,600 SH   DFND   263,600 0 0
GARMIN LTD SHS H2906T109   4,787,619 20,155 SH   DFND   20,155 0 0
GARRETT MOTION INC COM 366505105   1,170,229 32,300 SH   DFND   32,300 0 0
GARTNER INC COM 366651107   5,422,264 41,832 SH   DFND   41,832 0 0
GE AEROSPACE COM NEW 369604301   292,818,576 783,503 SH   DFND   783,503 0 0
GE VERNOVA INC COM 36828A101   11,901,332 10,130 SH   DFND   10,130 0 0
GENERAL DYNAMICS CORP COM 369550108   21,328,082 60,208 SH   DFND   60,208 0 0
GENERAL MTRS CO COM 37045V100   26,165,654 339,461 SH   DFND   339,461 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   23,943,049 1,689,700 SH   DFND   1,689,700 0 0
GENPACT LIMITED SHS G3922B107   4,367,000 158,800 SH   DFND   158,800 0 0
GILEAD SCIENCES INC COM 375558103   5,705,514 45,160 SH   DFND   45,160 0 0
GITLAB INC COM 37637K108   8,588,089 281,300 SH   DFND   281,300 0 0
GLOBAL E ONLINE LTD SHS M5216V106   13,787,810 397,000 SH   DFND   397,000 0 0
GLOBAL PARTNERS LP COM UNIITS 37946R109   2,175,753 46,700 SH   DFND   46,700 0 0
GODADDY INC CL A 380237107   26,217,734 308,880 SH   DFND   308,880 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   7,479,081 7,395 SH   DFND   7,395 0 0
GRAPHIC PACKAGING HLDG COM 388689101   948,731 89,757 SH   DFND   89,757 0 0
HALLIBURTON CO COM 406216101   3,487,106 102,713 SH   DFND   102,713 0 0
HASBRO INC COM 418056107   19,241,075 232,971 SH   DFND   232,971 0 0
HCA HEALTHCARE INC COM 40412C101   22,876,016 58,673 SH   DFND   58,673 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,861,137 86,969 SH   DFND   86,969 0 0
HEICO CORP NEW CL A 422806208   5,589,683 21,673 SH   DFND   21,673 0 0
HEWLETT PACKARD ENTERPRISE COM 42824C109   23,612,333 523,439 SH   DFND   523,439 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   31,687,809 95,890 SH   DFND   95,890 0 0
HINGE HEALTH INC CL A 433313103   11,703,000 141,000 SH   DFND   141,000 0 0
HOME DEPOT INC COM 437076102   87,193,076 247,230 SH   DFND   247,230 0 0
HONEYWELL AEROSPACE INC COM 43849R105   123,860,512 560,252 SH   DFND   560,252 0 0
HONEYWELL INTL INC COM 438516205   123,545,557 551,789 SH   DFND   551,789 0 0
HORMEL FOODS CORP COM 440452100   890,020 35,859 SH   DFND   35,859 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,856,778 78,312 SH   DFND   78,312 0 0
HOWMET AEROSPACE INC COM 443201108   13,226,299 49,194 SH   DFND   49,194 0 0
HUBBELL INC COM 443510607   312,350 597 SH   DFND   597 0 0
HUBSPOT INC COM 443573100   2,135,367 11,700 SH   DFND   11,700 0 0
HUMANA INC COM 444859102   51,583,784 129,862 SH   DFND   129,862 0 0
HUNT J B TRANS SVCS INC COM 445658107   2,650,889 9,159 SH   DFND   9,159 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   1,356,067 4,845 SH   DFND   4,845 0 0
HUNTSMAN CORP COM 447011107   1,867,506 175,848 SH   DFND   175,848 0 0
IDEX CORP COM 45167R104   2,065,245 9,100 SH   DFND   9,100 0 0
IDEXX LABS INC COM 45168D104   753,862 1,432 SH   DFND   1,432 0 0
ILLINOIS TOOL WKS INC COM 452308109   8,381,865 30,990 SH   DFND   30,990 0 0
IMAX CORP COM 45245E109   228,318 5,728 SH   DFND   5,728 0 0
INCYTE CORP COM 45337C102   2,338,957 20,633 SH   DFND   20,633 0 0
INGRAM MICRO HLDG CORP COM 457152106   4,417,464 161,045 SH   DFND   161,045 0 0
INGREDION INC COM 457187102   4,087,873 43,162 SH   DFND   43,162 0 0
INSULET CORP COM 45784P101   1,296,561 8,516 SH   DFND   8,516 0 0
INTEGER HLDGS CORP COM 45826H109   16,353,750 175,000 SH   DFND   175,000 0 0
INTEL CORP COM 458140100   259,392,047 1,857,710 SH   DFND   1,857,710 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   208,302 1,692 SH   DFND   1,692 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   21,713,911 77,216 SH   DFND   77,216 0 0
INTUIT COM 461202103   131,597,244 504,204 SH   DFND   504,204 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   57,987,709 145,815 SH   DFND   145,815 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   45,928,532 62,369 SH   DFND   62,369 0 0
INVITATION HOMES INC COM 46187W107   2,029,961 67,195 SH   DFND   67,195 0 0
IQVIA HLDGS INC COM 46266C105   3,965,261 20,522 SH   DFND   20,522 0 0
IRON MTN INC DEL DEL C COM 46284V101   4,620,546 36,581 SH   DFND   36,581 0 0
JABIL INC COM 466313103   1,629,424 4,227 SH   DFND   4,227 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,829,268 14,518 SH   DFND   14,518 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101   22,283,865 583,500 SH   DFND   583,500 0 0
JAZZ PHARMACEUTICALS SHS G50871105   2,950,437 12,244 SH   DFND   12,244 0 0
JOHNSON & JOHNSON COM 478160104   43,803,222 172,474 SH   DFND   172,474 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105   41,712,314 285,515 SH   DFND   285,515 0 0
JPMORGAN CHASE & CO COM 46625H100   149,274,264 456,036 SH   DFND   456,036 0 0
KBR INC COM 48242W106   811,455 23,500 SH   DFND   23,500 0 0
KENVUE INC COM 49177J102   58,186,128 3,044,800 SH   DFND   3,044,800 0 0
KEURIG DR PEPPER INC COM 49271V100   9,553,527 291,889 SH   DFND   291,889 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   31,431,385 89,786 SH   DFND   89,786 0 0
KIMBERLY-CLARK CORP COM 494368103   683,977 6,231 SH   DFND   6,231 0 0
KIMCO REALTY CORP COM 49446R109   2,101,946 82,917 SH   DFND   82,917 0 0
KINDER MORGAN INC DEL DEL C 49456B101   6,622,617 207,151 SH   DFND   207,151 0 0
KLA CORP COM NEW 482480100   130,825,680 433,614 SH   DFND   433,614 0 0
KNOT OFFSHORE PARTNERS LP COM Y48125101   197,604 19,800 SH   DFND   19,800 0 0
KROGER CO COM 501044101   11,419,911 205,653 SH   DFND   205,653 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   14,521,073 49,971 SH   DFND   49,971 0 0
LAM RESEARCH CORP COM NEW 512807306   184,472,481 425,709 SH   DFND   425,709 0 0
LANDSTAR SYS INC COM 515098101   6,204,300 30,000 SH   DFND   30,000 0 0
LAS VEGAS SANDS CORP COM 517834107   14,335,575 310,361 SH   DFND   310,361 0 0
LAUDER ESTEE COS INC CL A 518439104   1,365,756 17,299 SH   DFND   17,299 0 0
LEIDOS HOLDINGS INC COM 525327102   3,469,162 33,691 SH   DFND   33,691 0 0
LENNAR CORP CL A 526057104   2,394,818 26,465 SH   DFND   26,465 0 0
LEONARDO DRS INC COM 52661A108   1,886,014 44,200 SH   DFND   44,200 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   10,274,014 308,900 SH   DFND   308,900 0 0
LIBERTY GLOBAL LTD COM CL C G61188127   1,347,328 121,600 SH   DFND   121,600 0 0
LIBERTY LIVE HOLDINGS INC COM SHS SER C 530909308   1,447,268 13,700 SH   DFND   13,700 0 0
LIBERTY LIVE HOLDINGS INC COM SER A 530909100   7,847,650 77,500 SH   DFND   77,500 0 0
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805   2,601,498 159,113 SH   DFND   159,113 0 0
LINDE PLC SHS G54950103   229,980,197 443,173 SH   DFND   443,173 0 0
LOCKHEED MARTIN CORP COM 539830109   94,732,049 185,946 SH   DFND   185,946 0 0
LOWES COS INC COM 548661107   17,278,037 78,362 SH   DFND   78,362 0 0
LULULEMON ATHLETICA INC COM 550021109   7,765,953 68,015 SH   DFND   68,015 0 0
LUMENTUM HLDGS INC COM 55024U109   8,165,299 9,516 SH   DFND   9,516 0 0
MA TECH SOLUTIONS HLDGS I COM 55405Y100   19,703,166 51,800 SH   DFND   51,800 0 0
MAGNA INTL INC COM 559222401   642,811 9,790 SH   DFND   9,790 0 0
MARATHON PETE CORP COM 56585A102   8,906,776 34,837 SH   DFND   34,837 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,619,478 4,370 SH   DFND   4,370 0 0
MARSH & MCLENNAN COS INC COM 571748102   240,338 1,442 SH   DFND   1,442 0 0
MARVELL TECHNOLOGY INC COM 573874104   92,109,077 309,205 SH   DFND   309,205 0 0
MASTEC INC COM 576323109   7,601,416 18,270 SH   DFND   18,270 0 0
MASTERCARD INCORPORATED CL A 57636Q104   551,992,627 1,074,752 SH   DFND   1,074,752 0 0
MCDONALDS CORP COM 580135101   55,627,095 205,790 SH   DFND   205,790 0 0
MCKESSON CORP COM 58155Q103   1,122,066 1,485 SH   DFND   1,485 0 0
MDU RES GROUP INC COM 552690109   1,824,060 86,000 SH   DFND   86,000 0 0
MEDPACE HLDGS INC COM 58506Q109   21,024,723 39,700 SH   DFND   39,700 0 0
MERCADOLIBRE INC COM 58733R102   2,108,158 1,242 SH   DFND   1,242 0 0
MERCK & CO INC COM 58933Y105   92,241,155 717,830 SH   DFND   717,830 0 0
META PLATFORMS INC CL A 30303M102   496,181,883 880,864 SH   DFND   880,864 0 0
METLIFE INC COM 59156R108   542,350 6,410 SH   DFND   6,410 0 0
MGM RESORTS INTERNATIONAL COM 552953101   1,127,981 23,593 SH   DFND   23,593 0 0
MICROCHIP TECHNOLOGY INC COM 595017104   89,186,851 977,926 SH   DFND   977,926 0 0
MICRON TECHNOLOGY INC COM 595112103   548,309,682 475,019 SH   DFND   475,019 0 0
MICROSOFT CORP COM 594918104   767,623,683 2,057,862 SH   DFND   2,057,862 0 0
MID-AMER APT CMNTYS INC COM 59522J103   1,988,231 14,310 SH   DFND   14,310 0 0
MKS INC. COM 55306N104   10,103,187 22,714 SH   DFND   22,714 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   769,109 19,741 SH   DFND   19,741 0 0
MONDELEZ INTL INC CL A 609207105   2,769,264 47,878 SH   DFND   47,878 0 0
MONGODB INC CL A 60937P106   16,795,000 50,000 SH   DFND   50,000 0 0
MONOLITHIC PWR SYS INC COM 609839105   16,650,526 12,045 SH   DFND   12,045 0 0
MONRO INC COM 610236101   2,566,500 150,000 SH   DFND   150,000 0 0
MONSTER BEVERAGE CORP NEW CO COM NEW 61174X109   23,761,248 247,204 SH   DFND   247,204 0 0
MOODYS CORP COM 615369105   203,361 449 SH   DFND   449 0 0
MORGAN STANLEY COM NEW 617446448   1,699,913 8,132 SH   DFND   8,132 0 0
MOSAIC CO COM 61945C103   828,105 39,080 SH   DFND   39,080 0 0
MOTOROLA SOLUTIONS INC N COM NEW 620076307   12,919,257 31,109 SH   DFND   31,109 0 0
MPLX LP LTD 55336V100   69,826,668 1,239,600 SH   DFND   1,239,600 0 0
MSCI INC COM 55354G100   7,279,400 12,998 SH   DFND   12,998 0 0
MUELLER INDS INC COM 624756102   3,392,868 27,600 SH   DFND   27,600 0 0
NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR 63900P608   19,244,800 198,400 SH   DFND   198,400 0 0
NAVIOS MARITIME PARTNERS LP COM UNIT LPI Y62267409   12,087,075 172,500 SH   DFND   172,500 0 0
NEKTAR THERAPEUTICS COM NEW 640268306   6,981,000 100,000 SH   DFND   100,000 0 0
NEOGEN CORP COM 640491106   81,829,677 9,102,300 SH   DFND   9,102,300 0 0
NETAPP INC COM 64110D104   33,804,691 218,433 SH   DFND   218,433 0 0
NETFLIX INC. COM 64110L106   38,841,243 543,995 SH   DFND   543,995 0 0
NEUROCRINE BIOSCIENCES INC C OM 64125C109   17,224,277 102,200 SH   DFND   102,200 0 0
NEWMARKET CORP COM 651587107   2,717,118 3,434 SH   DFND   3,434 0 0
NEWMONT CORP COM 651639106   19,997,314 214,104 SH   DFND   214,104 0 0
NEWS CORP NEW CL A 65249B109   1,113,973 44,864 SH   DFND   44,864 0 0
NEWS CORP NEW CL B 65249B208   415,681 14,814 SH   DFND   14,814 0 0
NEXTERA ENERGY INC COM 65339F101   43,070,845 490,724 SH   DFND   490,724 0 0
NGL ENERGY PARTNERS LP U NIT REPST 62913M107   86,369,322 5,421,803 SH   DFND   5,421,803 0 0
NIKE INC CL B 654106103   15,919,272 387,802 SH   DFND   387,802 0 0
NORDSON CORP COM 655663102   1,965,812 6,516 SH   DFND   6,516 0 0
NORFOLK SOUTHN CORP COM 655844108   87,103,050 276,878 SH   DFND   276,878 0 0
NORTHROP GRUMMAN CORP COM 666807102   27,714,104 54,415 SH   DFND   54,415 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104   90,964,003 4,309,048 SH   DFND   4,309,048 0 0
NRG ENERGY INC COM NEW 629377508   7,557,290 51,741 SH   DFND   51,741 0 0
NUCOR CORP COM 670346105   17,749,166 79,682 SH   DFND   79,682 0 0
NUTANIX INC CL A 67059N108   18,799,144 368,900 SH   DFND   368,900 0 0
NVENT ELEC PLC SHS G6700G107   12,720,750 75,000 SH   DFND   75,000 0 0
NVIDIA CORPORATION COM 67066G104   1,625,646,612 8,124,577 SH   DFND   8,124,577 0 0
NVR INC COM 62944T105   5,600,615 822 SH   DFND   822 0 0
NXP SEMICONDUCTORS N V COM N6596X109   51,236,547 182,317 SH   DFND   182,317 0 0
OCCIDENTAL PETE CORP COM 674599105   4,338,467 89,324 SH   DFND   89,324 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   5,977,510 27,597 SH   DFND   27,597 0 0
OLIN CORP PAR $1 PAR $1 680665205   2,271,967 114,630 SH   DFND   114,630 0 0
ON SEMICONDUCTOR CORP COM 682189105   20,234,207 214,028 SH   DFND   214,028 0 0
ORACLE CORP COM 68389X105   70,913,786 483,888 SH   DFND   483,888 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   120,674,368 1,310,396 SH   DFND   1,310,396 0 0
OTIS WORLDWIDE CORP COM 68902V107   29,316,119 409,443 SH   DFND   409,443 0 0
PACCAR INC COM 693718108   20,348,688 169,403 SH   DFND   169,403 0 0
PACKAGING CORP AMER COM 695156109   713,887 2,996 SH   DFND   2,996 0 0
PALANTIR TECHNOLOGIES INC CL CL A 69608A108   88,561,864 759,080 SH   DFND   759,080 0 0
PALO ALTO NETWORKS INC COM 697435105   40,974,917 120,154 SH   DFND   120,154 0 0
PARAMOUNT SKYDANCE CORP CL B 69932A204   382,391 38,782 SH   DFND   38,782 0 0
PARKER-HANNIFIN CORP COM 701094104   70,250,535 71,822 SH   DFND   71,822 0 0
PDD HOLDINGS INC SPONSORED A SPONSORED ADDED 722304102   332,962 4,365 SH   DFND   4,365 0 0
PENUMBRA INC COM 70975L107   9,472,500 30,000 SH   DFND   30,000 0 0
PEPSICO INC COM 713448108   134,950,607 996,681 SH   DFND   996,681 0 0
PFIZER INC COM 717081103   18,016,993 748,214 SH   DFND   748,214 0 0
PG&E CORP COM 69331C108   10,413,868 619,136 SH   DFND   619,136 0 0
PHILIP MORRIS INTL INC COM 718172109   89,717,973 495,926 SH   DFND   495,926 0 0
PHILLIPS 66 COM 718546104   11,765,204 69,596 SH   DFND   69,596 0 0
PINTEREST INC CL A 72352L106   2,376,411 113,001 SH   DFND   113,001 0 0
PNC FINL SVCS GROUP INC COM 693475105   295,956 1,202 SH   DFND   1,202 0 0
PROCTER & GAMBLE CO COM 742718109   56,128,220 382,762 SH   DFND   382,762 0 0
PROGRESSIVE CORP COM 743315103   382,069 1,749 SH   DFND   1,749 0 0
PROLOGIS INC. COM 74340W103   16,027,591 118,311 SH   DFND   118,311 0 0
PTC INC COM 69370C100   1,613,489 14,202 SH   DFND   14,202 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106   3,966,533 48,873 SH   DFND   48,873 0 0
QNITY ELECTRONICS INC MON STOCK 74743L100   14,247,001 87,239 SH   DFND   87,239 0 0
QORVO INC COM 74736K101   1,352,415 14,500 SH   DFND   14,500 0 0
QUALCOMM INC COM 747525103   89,153,599 482,459 SH   DFND   482,459 0 0
QUANEX BLDG PRODS CORP COM 747619104   2,793,000 150,000 SH   DFND   150,000 0 0
QUANTA SVCS INC COM 74762E102   23,790,842 33,041 SH   DFND   33,041 0 0
QUEST DIAGNOSTICS INC COM 74834L100   3,665,463 17,294 SH   DFND   17,294 0 0
RALLIANT CORP COM 750940108   5,164,703 70,144 SH   DFND   70,144 0 0
RALPH LAUREN CORP CL A 751212101   8,722,238 21,729 SH   DFND   21,729 0 0
RBC BEARINGS INC COM 75524B104   6,117,335 9,500 SH   DFND   9,500 0 0
REALTY INCOME CORP COM 756109104   799,780 12,908 SH   DFND   12,908 0 0
REGENCY CTRS CORP COM 758849103   1,615,612 20,261 SH   DFND   20,261 0 0
REGENERON PHARMACEUTICALS COM 75886F107   20,006,904 32,086 SH   DFND   32,086 0 0
REPUBLIC SVCS INC COM 760759100   24,089,120 113,052 SH   DFND   113,052 0 0
RESMED INC COM 761152107   532,997 2,735 SH   DFND   2,735 0 0
REVOLUTION MEDICINES INC COM 76155X100   19,289,840 103,000 SH   DFND   103,000 0 0
ROBINHOOD MKTS INC CL A 770700102   237,463 2,368 SH   DFND   2,368 0 0
ROCKWELL AUTOMATION INC COM 773903109   18,358,061 37,081 SH   DFND   37,081 0 0
ROIVANT SCIENCES LTD SHS G76279101   19,981,194 564,600 SH   DFND   564,600 0 0
ROKU INC CL A 77543R102   58,488,476 423,400 SH   DFND   423,400 0 0
ROLLINS INC COM 775711104   1,507,231 36,110 SH   DFND   36,110 0 0
ROPER TECHNOLOGIES INC COM 776696106   1,482,487 4,381 SH   DFND   4,381 0 0
ROSS STORES INC COM 778296103   26,606,676 125,002 SH   DFND   125,002 0 0
ROYAL GOLD INC COM 780287108   20,065,995 100,526 SH   DFND   100,526 0 0
RTX CORPORATION COM 75513E101   65,803,676 346,828 SH   DFND   346,828 0 0
RUBRIK INC. CL A 781154109   16,422,478 204,565 SH   DFND   204,565 0 0
RYDER SYS INC COM 783549108   5,750,186 21,800 SH   DFND   21,800 0 0
S&P GLOBAL INC COM 78409V104   369,792 908 SH   DFND   908 0 0
SAIA INC COM 78709Y105   8,423,200 20,000 SH   DFND   20,000 0 0
SALESFORCE INC COM 79466L302   70,696,898 451,276 SH   DFND   451,276 0 0
SANDISK CORP COM 80004C200   118,340,825 52,047 SH   DFND   52,047 0 0
SBA COMMUNICATIONS CORP CL A 78410G104   2,301,215 13,041 SH   DFND   13,041 0 0
SCHWAB CHARLES CORP COM 808513105   448,709 4,863 SH   DFND   4,863 0 0
SEADRILL LTD COM G7997W102   16,433,282 434,513 SH   DFND   434,513 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   184,775,305 191,477 SH   DFND   191,477 0 0
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100   103,391,321 2,034,061 SH   DFND   2,034,061 0 0
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704   262,948,062 1,419,576 SH   DFND   1,419,576 0 0
SEMTECH CORP COM 816850101   26,122,590 161,400 SH   DFND   161,400 0 0
SENTINELONE INC CL A 81730H109   353,214 20,814 SH   DFND   20,814 0 0
SERVICENOW INC COM 81762P102   17,185,467 173,101 SH   DFND   173,101 0 0
SHERWIN WILLIAMS CO COM 824348106   3,803,703 11,047 SH   DFND   11,047 0 0
SHOPIFY INC VTG SHS 82509L107   3,251,961 28,481 SH   DFND   28,481 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   22,279,800 1,046,000 SH   DFND   1,046,000 0 0
SLB LIMITED STK 806857108   4,959,042 106,669 SH   DFND   106,669 0 0
SMITH A O CORP COM 831865209   863,404 13,766 SH   DFND   13,766 0 0
SMITHFIELD FOODS INC COM 832248207   11,329,420 467,000 SH   DFND   467,000 0 0
SMUCKER J M CO COM NEW 832696405   3,638,250 32,340 SH   DFND   32,340 0 0
SNAP ON INC COM 833034101   6,696,338 16,641 SH   DFND   16,641 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   6,499,346 111,214 SH   DFND   111,214 0 0
SOLARIS ENERGY INFRAS INC COMCL A 83418M103   10,644,858 132,300 SH   DFND   132,300 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103   23,558,740 265,900 SH   DFND   265,900 0 0
STEEL DYNAMICS INC COM 858119100   3,824,410 16,667 SH   DFND   16,667 0 0
STERIS PLC SHS USD G8473T100   4,876,380 23,158 SH   DFND   23,158 0 0
STRYKER CORPORATION COM 863667101   28,342,212 90,021 SH   DFND   90,021 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   882,360 51,600 SH   DFND   51,600 0 0
SUNOCO LP/SUNOCO FIN CORP CO M UT REP LP 86765K109   18,022,500 267,000 SH   DFND   267,000 0 0
SUPER MICRO PUTER INC NEW 86800U302   2,026,556 69,095 SH   DFND   69,095 0 0
SYLVAMO CORP STOCK 871332102   4,067,318 107,601 SH   DFND   107,601 0 0
SYNOPSYS INC COM 871607107   34,902,301 78,244 SH   DFND   78,244 0 0
SYSCO CORP COM 871829107   29,987,919 358,793 SH   DFND   358,793 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   9,768,694 20,455 SH   DFND   20,455 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   6,486,981 25,950 SH   DFND   25,950 0 0
TALEN ENERGY CORP COM 87422Q109   25,399,586 66,100 SH   DFND   66,100 0 0
TAPESTRY INC COM 876030107   3,689,362 25,204 SH   DFND   25,204 0 0
TARGA RES CORP COM 87612G101   7,451,879 27,791 SH   DFND   27,791 0 0
TARGET CORP COM 87612E106   296,223 2,268 SH   DFND   2,268 0 0
TD SYNNEX CORPORATION COM 87162W100   4,705,184 17,600 SH   DFND   17,600 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   7,557,147 35,889 SH   DFND   35,889 0 0
TECHNIPFMC PLC COM G87110105   3,334,492 50,294 SH   DFND   50,294 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   13,335,332 19,996 SH   DFND   19,996 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   5,350,488 28,600 SH   DFND   28,600 0 0
TERADYNE INC COM 880770102   51,278,331 105,982 SH   DFND   105,982 0 0
TESLA INC COM 88160R101   340,221,237 808,895 SH   DFND   808,895 0 0
TEXAS INSTRS INC COM 882508104   162,661,270 545,715 SH   DFND   545,715 0 0
TEXTRON INC COM 883203101   218,317 2,380 SH   DFND   2,380 0 0
THE CIGNA GROUP COM 125523100   22,226,700 80,625 SH   DFND   80,625 0 0
THE TRADE DESK INC COM CL A 88339J105   949,200 52,500 SH   DFND   52,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   87,232,128 173,991 SH   DFND   173,991 0 0
THOMSON REUTERS CORP COM 884903881   762,471 9,336 SH   DFND   9,336 0 0
TJX COS INC NEW COM NEW 872540109   46,667,757 308,038 SH   DFND   308,038 0 0
T-MOBILE US INC COM 872590104   50,273,713 299,730 SH   DFND   299,730 0 0
TORO CO COM 891092108   4,374,158 44,900 SH   DFND   44,900 0 0
TORRID HLDGS INC COM 89142B107   187,000 100,000 SH   DFND   100,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   110,149,506 224,264 SH   DFND   224,264 0 0
TRANSDIGM GROUP INC COM 893641100   2,500,239 1,877 SH   DFND   1,877 0 0
TREX INC COM 89531P105   1,771,416 35,400 SH   DFND   35,400 0 0
TRIMBLE INC COM 896239100   1,466,870 28,661 SH   DFND   28,661 0 0
TRULIEVE CANNABIS CORP SUB VTG SHS 89788C104   26,196,950 2,665,000 SH   DFND   2,665,000 0 0
TXO PARTNERS LP COM UNNIT 87313P103   6,650,000 532,000 SH   DFND   532,000 0 0
TYSON FOODS INC CL A 902494103   25,118,838 438,757 SH   DFND   438,757 0 0
UBER TECHNOLOGIES INC COM 90353T100   335,328 4,647 SH   DFND   4,647 0 0
ULTA BEAUTY INC COM 90384S303   20,184,061 44,756 SH   DFND   44,756 0 0
UNDER ARMOUR INC CL A 904311107   2,019,240 316,000 SH   DFND   316,000 0 0
UNDER ARMOUR INC CLC 904311206   1,375,242 221,100 SH   DFND   221,100 0 0
UNION PAC CORP COM 907818108   1,056,448 3,884 SH   DFND   3,884 0 0
UNITED AIRLS HLDGS INC COM 910047109   1,714,290 12,606 SH   DFND   12,606 0 0
UNITED PARCEL SVCS INC CL B 911312106   13,566,823 126,203 SH   DFND   126,203 0 0
UNITED PARKS & RESORTS INC C COM 81282V100   6,206,200 130,000 SH   DFND   130,000 0 0
UNITED RENTALS INC COM 911363109   9,632,964 8,503 SH   DFND   8,503 0 0
UNITED THERAPEUTICS CORP COM 91307C102   10,186,404 18,800 SH   DFND   18,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102   50,102,118 120,545 SH   DFND   120,545 0 0
UNITY SOFTWARE INC COM 91332U101   6,344,760 222,000 SH   DFND   222,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   974,217 6,552 SH   DFND   6,552 0 0
US BANCORP COM NEW 902973304   290,343 4,807 SH   DFND   4,807 0 0
USA PRESSION PARTNERS LP COM UNIT LTDPAR 90290N109   8,935,654 338,600 SH   DFND   338,600 0 0
VALARIS LTD CL A G9460G101   239,547 3,300 SH   DFND   3,300 0 0
VALMONT INDS INC COM 920253101   1,155,200 2,000 SH   DFND   2,000 0 0
VERALTO CORP SHS 92338C103   12,583,426 141,897 SH   DFND   141,897 0 0
VERISIGN INC COM 92343E102   4,671,469 18,570 SH   DFND   18,570 0 0
VERISK ANALYTICS INC COM 92345Y106   4,098,849 22,831 SH   DFND   22,831 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   36,953,675 872,784 SH   DFND   872,784 0 0
VERSANT MEDIA GROUP INC CL A 925283103   3,356,564 93,212 SH   DFND   93,212 0 0
VERTEX INC CL A 92538J106   3,673,600 320,000 SH   DFND   320,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   110,832,385 223,124 SH   DFND   223,124 0 0
VERTIV HOLDINGS CO CL A 92537N108   15,812,544 47,227 SH   DFND   47,227 0 0
VIATRIS INC COM 92556V106   353,854 22,283 SH   DFND   22,283 0 0
VICI PPTYS INC COM 925652109   3,745,249 141,064 SH   DFND   141,064 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   42,927,430 410,200 SH   DFND   410,200 0 0
VISTRA CORP COM 92840M102   14,113,311 88,970 SH   DFND   88,970 0 0
VULCAN MATLS CO COM 929160109   4,706,590 15,954 SH   DFND   15,954 0 0
WABTEC COM 929740108   31,217,793 115,793 SH   DFND   115,793 0 0
WALMART INC COM 931142103   61,981,195 547,247 SH   DFND   547,247 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   43,353,452 1,626,161 SH   DFND   1,626,161 0 0
WARNER MUSIC GROUP CORP CL A 934550203   12,452,200 460,000 SH   DFND   460,000 0 0
WASTE MGMT INC DEL COM 94106L109   22,232,057 99,749 SH   DFND   99,749 0 0
WATERBRIDGE INFRASTRUCTURE CL A SHS REPSTG 940923105   3,221,380 94,000 SH   DFND   94,000 0 0
WATERS CORP COM 941848103   807,836 2,154 SH   DFND   2,154 0 0
WATSCO INC COM 942622200   10,584,942 25,400 SH   DFND   25,400 0 0
WAYFAIR INC CL A 94419L101   10,166,200 110,000 SH   DFND   110,000 0 0
WELLS FARGO & CO COM 949746101   1,218,279 14,742 SH   DFND   14,742 0 0
WELLTOWER INC COM 95040Q104   599,201 2,640 SH   DFND   2,640 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   3,118,274 8,686 SH   DFND   8,686 0 0
WESTERN DIGITAL CORP COM 958102105   21,731,809 34,024 SH   DFND   34,024 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   69,469,000 1,587,500 SH   DFND   1,587,500 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103   1,825,320 82,000 SH   DFND   82,000 0 0
WILLIAMS COS INC COM 969457100   28,075,913 377,669 SH   DFND   377,669 0 0
WILLIAMS SONOMA INC COM 969904101   4,959,669 21,277 SH   DFND   21,277 0 0
WOODWARD INC COM 980745103   16,164,167 37,994 SH   DFND   37,994 0 0
WW GRAINGER INC COM 384802104   20,325,736 14,941 SH   DFND   14,941 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   6,433,644 76,400 SH   DFND   76,400 0 0
XPONENTIAL FITNESS INC CL A 98422X101   1,038,000 150,000 SH   DFND   150,000 0 0
XYLEM INC COM 98419M100   3,454,687 29,225 SH   DFND   29,225 0 0
ZOETIS INC CL A 98978V103   19,901,052 276,942 SH   DFND   276,942 0 0
ZSCALER INC COM 98980G102   17,446,140 123,600 SH   DFND   123,600 0 0