| 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Adobe Inc | COM | 00724F101 | 189,699 | 379,307 | SH | | DFND | 1 | 0 | 379,307 | 0 |
| Agilent Technologies Inc | COM | 00846U101 | 84,428 | 712,533 | SH | | DFND | 1 | 0 | 712,533 | 0 |
| Alibaba Group Holding Ltd | SPONSORED ADS | 01609W102 | 14,578 | 62,638 | SH | | DFND | 1 | 0 | 62,638 | 0 |
| Alphabet Inc | CAP STK CL C | 02079K107 | 24,856 | 14,188 | SH | | DFND | 1 | 0 | 14,188 | 0 |
| Alphabet Inc | CAP STK CL A | 02079K305 | 291,755 | 166,466 | SH | | DFND | 1 | 0 | 166,466 | 0 |
| Amazon.com Inc | COM | 023135106 | 304,093 | 93,368 | SH | | DFND | 1 | 0 | 93,368 | 0 |
| American Express Co | COM | 025816109 | 124,086 | 1,026,266 | SH | | DFND | 1 | 0 | 1,026,266 | 0 |
| American Tower Corp | COM | 03027X100 | 22,144 | 98,653 | SH | | DFND | 1 | 0 | 98,653 | 0 |
| AMETEK Inc | COM | 031100100 | 58,987 | 487,739 | SH | | DFND | 1 | 0 | 487,739 | 0 |
| Amgen Inc | COM | 031162100 | 1,403 | 6,100 | SH | | DFND | 1 | 0 | 6,100 | 0 |
| Amphenol Corp | CL A | 032095101 | 1,805 | 13,800 | SH | | DFND | 1 | 0 | 13,800 | 0 |
| Analog Devices Inc | COM | 032654105 | 84,401 | 571,322 | SH | | DFND | 1 | 0 | 571,322 | 0 |
| Apollo Global Management Inc | COM CL A | 03768E105 | 109,474 | 2,235,074 | SH | | DFND | 1 | 0 | 2,235,074 | 0 |
| Apple Inc | COM | 037833100 | 285,901 | 2,154,654 | SH | | DFND | 1 | 0 | 2,154,654 | 0 |
| Applied Materials Inc | COM | 038222105 | 2,063 | 23,900 | SH | | DFND | 1 | 0 | 23,900 | 0 |
| AptarGroup Inc | COM | 038336103 | 1,369 | 10,000 | SH | | DFND | 1 | 0 | 10,000 | 0 |
| Autodesk Inc | COM | 052769106 | 176,646 | 578,523 | SH | | DFND | 1 | 0 | 578,523 | 0 |
| Avalara Inc | COM | 05338G106 | 4,478 | 27,159 | SH | | DFND | | 0 | 27,159 | 0 |
| Avery Dennison Corp | COM | 053611109 | 1,505 | 9,700 | SH | | DFND | 1 | 0 | 9,700 | 0 |
| Barrick Gold Corp | COM | 067901108 | 65 | 2,856 | SH | | DFND | | 0 | 2,856 | 0 |
| Blackline Inc | COM | 09239B109 | 15,828 | 118,670 | SH | | DFND | 1 | 0 | 118,670 | 0 |
| Booking Holdings Inc | COM | 09857L108 | 71,371 | 32,044 | SH | | DFND | 1 | 0 | 32,044 | 0 |
| Booz Allen Hamilton Holding Corp | CL A | 099502106 | 1,421 | 16,300 | SH | | DFND | 1 | 0 | 16,300 | 0 |
| BorgWarner Inc | COM | 099724106 | 1,356 | 35,100 | SH | | DFND | 1 | 0 | 35,100 | 0 |
| Broadridge Financial Solutions Inc | COM | 11133T103 | 1,624 | 10,600 | SH | | DFND | 1 | 0 | 10,600 | 0 |
| Broadcom Inc | COM | 11135F101 | 2,715 | 6,200 | SH | | DFND | 1 | 0 | 6,200 | 0 |
| Brunswick Corp/DE | COM | 117043109 | 1,182 | 15,500 | SH | | DFND | 1 | 0 | 15,500 | 0 |
| Charter Communications Inc | CL A | 16119P108 | 19,282 | 29,147 | SH | | DFND | 1 | 0 | 29,147 | 0 |
| Church & Dwight Co Inc | COM | 171340102 | 1,631 | 18,700 | SH | | DFND | 1 | 0 | 18,700 | 0 |
| Cognizant Technology Solutions Corp | CL A | 192446102 | 1,926 | 23,500 | SH | | DFND | 1 | 0 | 23,500 | 0 |
| Corning Inc | COM | 219350105 | 1,501 | 41,700 | SH | | DFND | 1 | 0 | 41,700 | 0 |
| Costco Wholesale Corp | COM | 22160K105 | 38,931 | 103,326 | SH | | DFND | 1 | 0 | 103,326 | 0 |
| Crown Castle International Corp | COM | 22822V101 | 11,067 | 69,521 | SH | | DFND | 1 | 0 | 69,521 | 0 |
| Cummins Inc | COM | 231021106 | 1,226 | 5,400 | SH | | DFND | 1 | 0 | 5,400 | 0 |
| XTRACKERS MSCI EUROPE HEDGED | XTRACK MSCI EURP | 233051853 | 554 | 17,735 | SH | | DFND | | 0 | 17,735 | 0 |
| DR Horton Inc | COM | 23331A109 | 1,654 | 24,000 | SH | | DFND | 1 | 0 | 24,000 | 0 |
| Danaher Corp | COM | 235851102 | 121,184 | 545,528 | SH | | DFND | 1 | 0 | 545,528 | 0 |
| Deere & Co | COM | 244199105 | 2,125 | 7,900 | SH | | DFND | 1 | 0 | 7,900 | 0 |
| Dover Corp | COM | 260003108 | 1,629 | 12,900 | SH | | DFND | 1 | 0 | 12,900 | 0 |
| East West Bancorp Inc | COM | 27579R104 | 1,318 | 26,000 | SH | | DFND | 1 | 0 | 26,000 | 0 |
| Edwards Lifesciences Corp | COM | 28176E108 | 110,696 | 1,213,369 | SH | | DFND | 1 | 0 | 1,213,369 | 0 |
| Electronic Arts Inc | COM | 285512109 | 60,776 | 423,231 | SH | | DFND | 1 | 0 | 423,231 | 0 |
| Emerson Electric Co | COM | 291011104 | 1,969 | 24,500 | SH | | DFND | 1 | 0 | 24,500 | 0 |
| Equifax Inc | COM | 294429105 | 46,988 | 243,661 | SH | | DFND | 1 | 0 | 243,661 | 0 |
| Expeditors International of Washington Inc | COM | 302130109 | 1,626 | 17,100 | SH | | DFND | 1 | 0 | 17,100 | 0 |
| FMC Corp | COM NEW | 302491303 | 1,483 | 12,900 | SH | | DFND | 1 | 0 | 12,900 | 0 |
| Facebook Inc | CL A | 30303M102 | 245,617 | 899,169 | SH | | DFND | 1 | 0 | 899,169 | 0 |
| Fastenal Co | COM | 311900104 | 97,118 | 1,988,901 | SH | | DFND | 1 | 0 | 1,988,901 | 0 |
| Fidelity National Information Services Inc | COM | 31620M106 | 8,788 | 62,125 | SH | | DFND | 1 | 0 | 62,125 | 0 |
| Fiserv Inc | COM | 337738108 | 69,751 | 612,604 | SH | | DFND | 1 | 0 | 612,604 | 0 |
| FleetCor Technologies Inc | COM | 339041105 | 82,402 | 302,028 | SH | | DFND | 1 | 0 | 302,028 | 0 |
| Flowers Foods Inc | COM | 343498101 | 1,288 | 56,900 | SH | | DFND | 1 | 0 | 56,900 | 0 |
| Fortune Brands Home & Security Inc | COM | 34964C106 | 1,509 | 17,600 | SH | | DFND | 1 | 0 | 17,600 | 0 |
| FRANKLIN FTSE BRAZIL ETF | FTSE BRAZIL | 35473P835 | 1,531 | 66,230 | SH | | DFND | | 0 | 66,230 | 0 |
| Generac Holdings Inc | COM | 368736104 | 128,071 | 563,173 | SH | | DFND | 1 | 0 | 563,173 | 0 |
| Gentex Corp | COM | 371901109 | 1,286 | 37,900 | SH | | DFND | 1 | 0 | 37,900 | 0 |
| Genuine Parts Co | COM | 372460105 | 1,557 | 15,500 | SH | | DFND | 1 | 0 | 15,500 | 0 |
| Glacier Bancorp Inc | COM | 37637Q105 | 1,086 | 23,600 | SH | | DFND | 1 | 0 | 23,600 | 0 |
| Goldman Sachs Group Inc/The | COM | 38141G104 | 61,096 | 231,677 | SH | | DFND | 1 | 0 | 231,677 | 0 |
| Graphic Packaging Holding Co | COM | 388689101 | 1,098 | 64,800 | SH | | DFND | 1 | 0 | 64,800 | 0 |
| Grocery Outlet Holding Corp | COM | 39874R101 | 521 | 13,275 | SH | | DFND | | 0 | 13,275 | 0 |
| Halliburton Co | COM | 406216101 | 46,387 | 2,454,322 | SH | | DFND | 1 | 0 | 2,454,322 | 0 |
| Harley-Davidson Inc | COM | 412822108 | 1,090 | 29,700 | SH | | DFND | 1 | 0 | 29,700 | 0 |
| Home Depot Inc/The | COM | 437076102 | 3,028 | 11,400 | SH | | DFND | 1 | 0 | 11,400 | 0 |
| Hubbell Inc | COM | 443510607 | 1,254 | 8,000 | SH | | DFND | 1 | 0 | 8,000 | 0 |
| Intercontinental Exchange Inc | COM | 45866F104 | 114,013 | 988,921 | SH | | DFND | 1 | 0 | 988,921 | 0 |
| INVESCO QQQ TRUST SERIES 1 | UNIT SER 1 | 46090E103 | 1,600 | 5,016 | SH | | DFND | | 0 | 5,016 | 0 |
| Intuit Inc | COM | 461202103 | 106,735 | 280,992 | SH | | DFND | 1 | 0 | 280,992 | 0 |
| Intuitive Surgical Inc | COM NEW | 46120E602 | 124,503 | 152,185 | SH | | DFND | 1 | 0 | 152,185 | 0 |
| Invesco WilderHill Clean Energy ETF | WILDERHIL CLAN | 46137V134 | 11,301 | 109,304 | SH | | DFND | 1 | 0 | 109,304 | 0 |
| Invesco DB Agriculture Fund | AGRICULTURE FD | 46140H106 | 1,390 | 86,110 | SH | | DFND | 1 | 0 | 86,110 | 0 |
| ISHARES MSCI BRAZIL ETF | MSCI BRAZIL ETF | 464286400 | 325 | 8,617 | SH | | DFND | | 0 | 8,617 | 0 |
| ISHARES MSCI EUROZONE ETF | MSCI EURZONE ETF | 464286608 | 2,334 | 50,970 | SH | | DFND | | 0 | 50,970 | 0 |
| ISHARES MSCI CHILE ETF | MSCI CHILE ETF | 464286640 | 163 | 5,008 | SH | | DFND | | 0 | 5,008 | 0 |
| iShares MSCI Pacific ex Japan ETF | MSCI PAC JP ETF | 464286665 | 40 | 841 | SH | | DFND | | 0 | 841 | 0 |
| ISHARES MSCI FRANCE ETF | MSCI FRANCE ETF | 464286707 | 2,235 | 64,836 | SH | | DFND | | 0 | 64,836 | 0 |
| ISHARES MSCI SWITZERLAND ETF | MSCI SWITZERLAND | 464286749 | 1,143 | 25,142 | SH | | DFND | | 0 | 25,142 | 0 |
| ISHARES MSCI SOUTH KOREA ETF | MSCI STH KOR ETF | 464286772 | 3,855 | 40,064 | SH | | DFND | | 0 | 40,064 | 0 |
| ISHARES MSCI NETHERLANDS ETF | MSCI NETHERL ETF | 464286814 | 120 | 2,800 | SH | | DFND | | 0 | 2,800 | 0 |
| ISHARES CORE S&P 500 ETF | CORE S&P500 ETF | 464287200 | 515 | 1,347 | SH | | DFND | | 0 | 1,347 | 0 |
| iShares MSCI Emerging Markets ETF | MSCI EMG MKT ETF | 464287234 | 185 | 3,590 | SH | | DFND | | 0 | 3,590 | 0 |
| ISHARES U.S. INDUSTRIALS ETF | US INDUSTRIALS | 464287754 | 1,807 | 18,232 | SH | | DFND | | 0 | 18,232 | 0 |
| ISHARES MSCI ALL COUNTRY ASI | MSCI AC ASIA ETF | 464288182 | 806 | 8,468 | SH | | DFND | | 0 | 8,468 | 0 |
| ISHARES MSCI ACWI ETF | MSCI ACWI ETF | 464288257 | 2,001 | 21,693 | SH | | DFND | | 0 | 21,693 | 0 |
| ISHARES MSCI INDONESIA ETF | MSCI INDONIA ETF | 46429B309 | 1,127 | 45,982 | SH | | DFND | | 0 | 45,982 | 0 |
| ISHARES MSCI PHILIPPINES ETF | MSCI PHILIPS ETF | 46429B408 | 663 | 19,875 | SH | | DFND | | 0 | 19,875 | 0 |
| ISHARES MSCI CHINA ETF | MSCI CHINA ETF | 46429B671 | 2,349 | 27,485 | SH | | DFND | | 0 | 27,485 | 0 |
| ISHARES MSCI TAIWAN ETF | MSCI TAIWAN ETF | 46434G772 | 3,025 | 53,766 | SH | | DFND | | 0 | 53,766 | 0 |
| ISHARES MSCI MALAYSIA ETF | MSCI MLY ETF NEW | 46434G814 | 1,146 | 39,693 | SH | | DFND | | 0 | 39,693 | 0 |
| ISHARES MSCI JAPAN ETF | MSCI JPN ETF NEW | 46434G822 | 2,697 | 38,961 | SH | | DFND | | 0 | 38,961 | 0 |
| ISHARES MSCI UNITED KINGDOM | MSCI UK ETF NEW | 46435G334 | 1,054 | 33,714 | SH | | DFND | | 0 | 33,714 | 0 |
| JPMorgan Chase & Co | COM | 46625H100 | 3,533 | 27,800 | SH | | DFND | 1 | 0 | 27,800 | 0 |
| Jabil Inc | COM | 466313103 | 1,204 | 28,300 | SH | | DFND | 1 | 0 | 28,300 | 0 |
| JPMORGAN BETABUILDERS JAPAN | BETBULD JAPAN | 46641Q712 | 1,540 | 53,675 | SH | | DFND | | 0 | 53,675 | 0 |
| KLA Corp | COM NEW | 482480100 | 1,838 | 7,100 | SH | | DFND | 1 | 0 | 7,100 | 0 |
| Lam Research Corp | COM | 512807108 | 1,984 | 4,200 | SH | | DFND | 1 | 0 | 4,200 | 0 |
| Estee Lauder Cos Inc/The | CL A | 518439104 | 112,670 | 423,269 | SH | | DFND | 1 | 0 | 423,269 | 0 |
| Leggett & Platt Inc | COM | 524660107 | 1,147 | 25,900 | SH | | DFND | 1 | 0 | 25,900 | 0 |
| Littelfuse Inc | COM | 537008104 | 1,197 | 4,700 | SH | | DFND | 1 | 0 | 4,700 | 0 |
| Lowe's Cos Inc | COM | 548661107 | 2,392 | 14,900 | SH | | DFND | 1 | 0 | 14,900 | 0 |
| MSC Industrial Direct Co Inc | CL A | 553530106 | 1,072 | 12,700 | SH | | DFND | 1 | 0 | 12,700 | 0 |
| MSCI Inc | COM | 55354G100 | 49,230 | 110,251 | SH | | DFND | 1 | 0 | 110,251 | 0 |
| Magna International Inc | COM | 559222401 | 1,839 | 26,000 | SH | | DFND | 1 | 0 | 26,000 | 0 |
| Marriott International Inc/MD | CL A | 571903202 | 14,892 | 112,889 | SH | | DFND | 1 | 0 | 112,889 | 0 |
| Masco Corp | COM | 574599106 | 1,576 | 28,700 | SH | | DFND | 1 | 0 | 28,700 | 0 |
| Mastercard Inc | CL A | 57636Q104 | 181,491 | 508,465 | SH | | DFND | 1 | 0 | 508,465 | 0 |
| Microsoft Corp | COM | 594918104 | 331,986 | 1,492,609 | SH | | DFND | 1 | 0 | 1,492,609 | 0 |
| Moody's Corp | COM | 615369105 | 116,609 | 401,769 | SH | | DFND | 1 | 0 | 401,769 | 0 |
| National Beverage Corp | COM | 635017106 | 900 | 10,600 | SH | | DFND | 1 | 0 | 10,600 | 0 |
| Netflix Inc | COM | 64110L106 | 149,000 | 275,554 | SH | | DFND | 1 | 0 | 275,554 | 0 |
| New Oriental Education & Technology Group Inc | SPON ADR | 647581107 | 4,378 | 23,561 | SH | | DFND | 1 | 0 | 23,561 | 0 |
| NIKE Inc | CL B | 654106103 | 137,060 | 968,830 | SH | | DFND | 1 | 0 | 968,830 | 0 |
| NVIDIA Corp | COM | 67066G104 | 61,663 | 118,083 | SH | | DFND | 1 | 0 | 118,083 | 0 |
| Otis Worldwide Corp | COM | 68902V107 | 47,920 | 709,401 | SH | | DFND | 1 | 0 | 709,401 | 0 |
| Owens Corning | COM | 690742101 | 1,326 | 17,500 | SH | | DFND | 1 | 0 | 17,500 | 0 |
| PPG Industries Inc | COM | 693506107 | 96,792 | 671,138 | SH | | DFND | 1 | 0 | 671,138 | 0 |
| PACCAR Inc | COM | 693718108 | 1,406 | 16,300 | SH | | DFND | 1 | 0 | 16,300 | 0 |
| Packaging Corp of America | COM | 695156109 | 1,655 | 12,000 | SH | | DFND | 1 | 0 | 12,000 | 0 |
| Paychex Inc | COM | 704326107 | 13,598 | 145,936 | SH | | DFND | 1 | 0 | 145,936 | 0 |
| PayPal Holdings Inc | COM | 70450Y103 | 219,679 | 937,996 | SH | | DFND | 1 | 0 | 937,996 | 0 |
| Polaris Inc | COM | 731068102 | 1,143 | 12,000 | SH | | DFND | 1 | 0 | 12,000 | 0 |
| Pool Corp | COM | 73278L105 | 94,586 | 253,922 | SH | | DFND | 1 | 0 | 253,922 | 0 |
| T Rowe Price Group Inc | COM | 74144T108 | 1,544 | 10,200 | SH | | DFND | 1 | 0 | 10,200 | 0 |
| Prosperity Bancshares Inc | COM | 743606105 | 1,242 | 17,900 | SH | | DFND | 1 | 0 | 17,900 | 0 |
| PulteGroup Inc | COM | 745867101 | 1,445 | 33,500 | SH | | DFND | 1 | 0 | 33,500 | 0 |
| Quest Diagnostics Inc | COM | 74834L100 | 1,490 | 12,500 | SH | | DFND | 1 | 0 | 12,500 | 0 |
| RPM International Inc | COM | 749685103 | 1,462 | 16,100 | SH | | DFND | 1 | 0 | 16,100 | 0 |
| Regal Beloit Corp | COM | 758750103 | 1,118 | 9,100 | SH | | DFND | 1 | 0 | 9,100 | 0 |
| Reliance Steel & Aluminum Co | COM | 759509102 | 1,269 | 10,600 | SH | | DFND | 1 | 0 | 10,600 | 0 |
| ResMed Inc | COM | 761152107 | 17,551 | 82,569 | SH | | DFND | 1 | 0 | 82,569 | 0 |
| Robert Half International Inc | COM | 770323103 | 1,156 | 18,500 | SH | | DFND | 1 | 0 | 18,500 | 0 |
| Ross Stores Inc | COM | 778296103 | 33,855 | 275,667 | SH | | DFND | 1 | 0 | 275,667 | 0 |
| S&P Global Inc | COM | 78409V104 | 68,892 | 209,571 | SH | | DFND | 1 | 0 | 209,571 | 0 |
| SPDR S&P 500 ETF Trust | TR UNIT | 78462F103 | 8,763 | 23,025 | SH | | DFND | | 0 | 23,025 | 0 |
| SPDR S&P EMERGING ASIA PACIF | ASIA PACIF ETF | 78463X301 | 1,924 | 14,394 | SH | | DFND | | 0 | 14,394 | 0 |
| SPDR PORTFOLIO S&P 500 ETF | PORTFOLIO S&P500 | 78464A854 | 135 | 3,016 | SH | | DFND | | 0 | 3,016 | 0 |
| salesforce.com Inc | COM | 79466L302 | 117,136 | 526,384 | SH | | DFND | 1 | 0 | 526,384 | 0 |
| MATERIALS SELECT SECTOR SPDR | SBI MATERIALS | 81369Y100 | 2,293 | 29,966 | SH | | DFND | | 0 | 29,966 | 0 |
| HEALTH CARE SELECT SECTOR | SBI HEALTHCARE | 81369Y209 | 9,043 | 77,034 | SH | | DFND | | 0 | 77,034 | 0 |
| CONSUMER STAPLES SPDR | SBI CONS STPLS | 81369Y308 | 4,437 | 66,322 | SH | | DFND | | 0 | 66,322 | 0 |
| CONSUMER DISCRETIONARY SELT | SBI CONS DISCR | 81369Y407 | 13,299 | 78,790 | SH | | DFND | | 0 | 78,790 | 0 |
| ENERGY SELECT SECTOR SPDR | ENERGY | 81369Y506 | 698 | 16,850 | SH | | DFND | | 0 | 16,850 | 0 |
| FINANCIAL SELECT SECTOR SPDR | SBI INT-FINL | 81369Y605 | 7,092 | 229,376 | SH | | DFND | | 0 | 229,376 | 0 |
| INDUSTRIAL SELECT SECT SPDR | SBI INT-INDS | 81369Y704 | 5,815 | 64,895 | SH | | DFND | | 0 | 64,895 | 0 |
| TECHNOLOGY SELECT SECT SPDR | TECHNOLOGY | 81369Y803 | 22,129 | 169,237 | SH | | DFND | | 0 | 169,237 | 0 |
| REAL ESTATE SELECT SECT SPDR | RL EST SEL SEC | 81369Y860 | 548 | 15,370 | SH | | DFND | | 0 | 15,370 | 0 |
| UTILITIES SELECT SECTOR SPDR | SBI INT-UTILS | 81369Y886 | 732 | 11,749 | SH | | DFND | | 0 | 11,749 | 0 |
| Simpson Manufacturing Co Inc | COM | 829073105 | 1,047 | 11,200 | SH | | DFND | 1 | 0 | 11,200 | 0 |
| Skyworks Solutions Inc | COM | 83088M102 | 1,758 | 11,500 | SH | | DFND | 1 | 0 | 11,500 | 0 |
| J M Smucker Co/The | COM NEW | 832696405 | 1,422 | 12,300 | SH | | DFND | 1 | 0 | 12,300 | 0 |
| Snap-on Inc | COM | 833034101 | 1,266 | 7,400 | SH | | DFND | 1 | 0 | 7,400 | 0 |
| SolarEdge Technologies Inc | COM | 83417M104 | 116,666 | 365,588 | SH | | DFND | 1 | 0 | 365,588 | 0 |
| Sonoco Products Co | COM | 835495102 | 1,357 | 22,900 | SH | | DFND | 1 | 0 | 22,900 | 0 |
| Southern Copper Corp | COM | 84265V105 | 1,771 | 27,200 | SH | | DFND | 1 | 0 | 27,200 | 0 |
| Starbucks Corp | COM | 855244109 | 80,812 | 755,389 | SH | | DFND | 1 | 0 | 755,389 | 0 |
| Stryker Corp | COM | 863667101 | 2,156 | 8,800 | SH | | DFND | 1 | 0 | 8,800 | 0 |
| TJX Cos Inc/The | COM | 872540109 | 135,767 | 1,988,089 | SH | | DFND | 1 | 0 | 1,988,089 | 0 |
| Take-Two Interactive Software Inc | COM | 874054109 | 19,061 | 91,734 | SH | | DFND | 1 | 0 | 91,734 | 0 |
| Target Corp | COM | 87612E106 | 2,118 | 12,000 | SH | | DFND | 1 | 0 | 12,000 | 0 |
| Texas Instruments Inc | COM | 882508104 | 143,993 | 877,310 | SH | | DFND | 1 | 0 | 877,310 | 0 |
| Thermo Fisher Scientific Inc | COM | 883556102 | 181,596 | 389,876 | SH | | DFND | 1 | 0 | 389,876 | 0 |
| Thor Industries Inc | COM | 885160101 | 1,423 | 15,300 | SH | | DFND | 1 | 0 | 15,300 | 0 |
| 3M Co | COM | 88579Y101 | 2,202 | 12,600 | SH | | DFND | 1 | 0 | 12,600 | 0 |
| Timken Co/The | COM | 887389104 | 1,741 | 22,500 | SH | | DFND | 1 | 0 | 22,500 | 0 |
| Toro Co/The | COM | 891092108 | 1,413 | 14,900 | SH | | DFND | 1 | 0 | 14,900 | 0 |
| Tractor Supply Co | COM | 892356106 | 29,859 | 212,400 | SH | | DFND | 1 | 0 | 212,400 | 0 |
| TransUnion | COM | 89400J107 | 10,382 | 104,641 | SH | | DFND | 1 | 0 | 104,641 | 0 |
| Union Pacific Corp | COM | 907818108 | 2,186 | 10,500 | SH | | DFND | 1 | 0 | 10,500 | 0 |
| UnitedHealth Group Inc | COM | 91324P102 | 164,310 | 468,547 | SH | | DFND | 1 | 0 | 468,547 | 0 |
| Valvoline Inc | COM | 92047W101 | 1,053 | 45,500 | SH | | DFND | 1 | 0 | 45,500 | 0 |
| VANECK VIDEO GAMING ESPORTS | VIDEO GAMING | 92189F114 | 2,284 | 31,230 | SH | | DFND | | 0 | 31,230 | 0 |
| VANECK MORNINGSTAR WIDE MOAT | MORNINGSTAR WIDE | 92189F643 | 8,497 | 132,916 | SH | | DFND | | 0 | 132,916 | 0 |
| Vanguard FTSE Europe ETF | FTSE EUROPE ETF | 922042874 | 196 | 3,250 | SH | | DFND | | 0 | 3,250 | 0 |
| VANGUARD CONSUMER STAPLE ETF | CONSUM STP ETF | 92204A207 | 1,548 | 8,937 | SH | | DFND | | 0 | 8,937 | 0 |
| VANGUARD FINANCIALS ETF | FINANCIALS ETF | 92204A405 | 3,369 | 44,115 | SH | | DFND | | 0 | 44,115 | 0 |
| VANGUARD HEALTH CARE ETF | HEALTH CAR ETF | 92204A504 | 8,407 | 36,233 | SH | | DFND | | 0 | 36,233 | 0 |
| VANGUARD INFO TECH ETF | INF TECH ETF | 92204A702 | 576 | 1,613 | SH | | DFND | | 0 | 1,613 | 0 |
| VANGUARD COMMUNICATION SERVI | COMM SRVC ETF | 92204A884 | 13,486 | 111,287 | SH | | DFND | | 0 | 111,287 | 0 |
| VANGUARD S&P 500 ETF | S&P 500 ETF SHS | 922908363 | 14,496 | 41,367 | SH | | DFND | | 0 | 41,367 | 0 |
| Visa Inc | COM CL A | 92826C839 | 174,999 | 800,067 | SH | | DFND | 1 | 0 | 800,067 | 0 |
| Walmart Inc | COM | 931142103 | 2,652 | 18,400 | SH | | DFND | 1 | 0 | 18,400 | 0 |
| Watsco Inc | COM | 942622200 | 1,314 | 5,800 | SH | | DFND | 1 | 0 | 5,800 | 0 |
| Whirlpool Corp | COM | 963320106 | 1,408 | 7,800 | SH | | DFND | 1 | 0 | 7,800 | 0 |
| Williams-Sonoma Inc | COM | 969904101 | 2,098 | 20,600 | SH | | DFND | 1 | 0 | 20,600 | 0 |
| WISDOMTREE CLOUD COMPUTING | CLOUD COMPUTNG | 97717Y691 | 2,694 | 49,220 | SH | | DFND | | 0 | 49,220 | 0 |
| Wyndham Hotels & Resorts Inc | COM | 98311A105 | 40,147 | 675,415 | SH | | DFND | 1 | 0 | 675,415 | 0 |
| Yum China Holdings Inc | COM | 98850P109 | 2,120 | 37,141 | SH | | DFND | 1 | 0 | 37,141 | 0 |
| Deutsche Bank AG | NAMEN AKT | D18190898 | 108 | 9,834 | SH | | DFND | | 0 | 9,834 | 0 |
| Allegion plc | ORD SHS | G0176J109 | 14,222 | 122,202 | SH | | DFND | 1 | 0 | 122,202 | 0 |
| Coca-Cola European Partners PLC | SHS | G25839104 | 1,239 | 25,675 | SH | | DFND | | 0 | 25,675 | 0 |
| Eaton Corp PLC | SHS | G29183103 | 1,898 | 15,800 | SH | | DFND | 1 | 0 | 15,800 | 0 |
| Linde PLC | SHS | G5494J103 | 13,227 | 50,774 | SH | | DFND | 1 | 0 | 50,774 | 0 |
| Linde PLC | SHS | G5494J103 | 41,442 | 159,831 | SH | | DFND | | 0 | 159,831 | 0 |
| Sensata Technologies Holding PLC | SHS | G8060N102 | 50,236 | 952,524 | SH | | DFND | 1 | 0 | 952,524 | 0 |
| Alcon Inc | ORD SHS | H01301128 | 9,570 | 143,887 | SH | | DFND | 1 | 0 | 143,887 | 0 |
| Garmin Ltd | SHS | H2906T109 | 1,591 | 13,300 | SH | | DFND | 1 | 0 | 13,300 | 0 |
| UBS Group AG | SHS | H42097107 | 289 | 20,454 | SH | | DFND | | 0 | 20,454 | 0 |
| UBS Group AG | SHS | H42097107 | 14,664 | 1,040,293 | SH | | DFND | 1 | 0 | 1,040,293 | 0 |
| Logitech International SA | SHS | H50430232 | 3,431 | 35,328 | SH | | DFND | 1 | 0 | 35,328 | 0 |
| TE Connectivity Ltd | REG SHS | H84989104 | 1,889 | 15,600 | SH | | DFND | 1 | 0 | 15,600 | 0 |
| Ferrari NV | COM | N3167Y103 | 9,069 | 39,304 | SH | | DFND | 1 | 0 | 39,304 | 0 |
| QIAGEN NV | SHS NEW | N72482123 | 2,498 | 48,120 | SH | | DFND | 1 | 0 | 48,120 | 0 |
