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
A O SMITH COM 831865209   447,300 5,000 SH   SOLE   5,000 0 0
Adobe Inc COM 00724F101   51,419,245 101,901 SH   SOLE   101,901 0 0
Advanced Micro Devices Inc COM 007903107   76,070,037 421,464 SH   SOLE   421,464 0 0
AECOM COM 00766T100   608,096 6,200 SH   SOLE   6,200 0 0
AGILENT TECH COM 00846U101   1,629,712 11,200 SH   SOLE   11,200 0 0
AGREE REALTY COM 008492100   1,495,744 26,186 SH   SOLE   26,186 0 0
AIR PRODS & CHEM COM 009158106   2,253,111 9,300 SH   SOLE   9,300 0 0
AIRBNB COM 009066101   29,586,566 179,356 SH   SOLE   179,356 0 0
AKAMAI TECH COM 00971T101   641,684 5,900 SH   SOLE   5,900 0 0
ALBERTSONS COMPANIES COM 013091103   340,896 15,900 SH   SOLE   15,900 0 0
ALEX REAL ESTATE EQ COM 015271109   799,242 6,200 SH   SOLE   6,200 0 0
ALIGN TECHNOLOGY COM 016255101   1,000,156 3,050 SH   SOLE   3,050 0 0
ALLSTATE COM 020002101   30,794,742 177,994 SH   SOLE   177,994 0 0
ALLY FINANCIAL COM 02005N100   495,198 12,200 SH   SOLE   12,200 0 0
ALPHABET INC A CAP STK CL A 02079K305   215,008,237 1,424,556 SH   SOLE   1,424,556 0 0
ALPHABET INC C CAP STK CL C 02079K107   26,706,404 175,400 SH   SOLE   175,400 0 0
Amazon Com Inc COM 023135106   182,810,981 1,013,477 SH   SOLE   1,013,477 0 0
Amdocs Ltd SHS G02602103   25,303,600 280,000 SH   SOLE   280,000 0 0
AMERICAN EXPRESS COM 025816109   5,373,484 23,600 SH   SOLE   23,600 0 0
AMERICAN HOMES 4 REN COM 02665T306   511,242 13,900 SH   SOLE   13,900 0 0
AMERICAN INTL GR COM 026874784   2,298,198 29,400 SH   SOLE   29,400 0 0
AMERICAN TOWER COM 03027X100   3,803,608 19,250 SH   SOLE   19,250 0 0
AMERICAN WATER W COM 030420103   879,912 7,200 SH   SOLE   7,200 0 0
AMERIPRISE COM 03076C106   1,841,448 4,200 SH   SOLE   4,200 0 0
AMERIS BANCORP COM 03076K108   1,771,434 36,615 SH   SOLE   36,615 0 0
AMETEK COM 031100100   1,755,840 9,600 SH   SOLE   9,600 0 0
AMGEN COM 031162100   6,198,176 21,800 SH   SOLE   21,800 0 0
ANNALY CAPITAL MANAG COM 035710839   373,618 18,975 SH   SOLE   18,975 0 0
ANSYS COM 03662Q105   1,249,776 3,600 SH   SOLE   3,600 0 0
APOLLO GLOB MANAGEM COM 03769M106   1,810,445 16,100 SH   SOLE   16,100 0 0
Apple Inc COM 037833100   202,799,450 1,182,642 SH   SOLE   1,182,642 0 0
APPLIED MATERIALS COM 038222105   6,977,173 33,832 SH   SOLE   33,832 0 0
ARCHER DANIELS M COM 039483102   1,350,415 21,500 SH   SOLE   21,500 0 0
ARRAY TECHNOLOGIES COM 04271T100   1,118,459 75,014 SH   SOLE   75,014 0 0
ARROWHEAD PHARMA COM 04280A100   18,308,576 640,160 SH   SOLE   640,160 0 0
ARTHUR J GALLAGHER COM 363576109   925,148 3,700 SH   SOLE   3,700 0 0
ARVINAS COM 04335A105   835,053 20,229 SH   SOLE   20,229 0 0
ASPEN TECHNOLOGY COM 29109X106   277,264 1,300 SH   SOLE   1,300 0 0
ASSURANT COM 04621X108   395,304 2,100 SH   SOLE   2,100 0 0
AT&T COM 00206R102   34,969,704 1,986,915 SH   SOLE   1,986,915 0 0
ATKORE COM 047649108   37,301,613 195,953 SH   SOLE   195,953 0 0
ATLASSIAN COM 049468101   1,190,171 6,100 SH   SOLE   6,100 0 0
Autodesk Inc COM 052769106   33,319,437 127,945 SH   SOLE   127,945 0 0
AUTOMATIC DATA P COM 053015103   4,175,403 16,719 SH   SOLE   16,719 0 0
AUTOZONE COM 053332102   2,206,155 700 SH   SOLE   700 0 0
AVALONBAY COMM COM 053484101   1,020,580 5,500 SH   SOLE   5,500 0 0
AVANTOR COM 05352A100   800,341 31,300 SH   SOLE   31,300 0 0
AVERY DENNISON COM 053611109   826,025 3,700 SH   SOLE   3,700 0 0
AXON ENTERPRISE COM 05464C101   938,640 3,000 SH   SOLE   3,000 0 0
BALL COM 058498106   842,000 12,500 SH   SOLE   12,500 0 0
BANCOLOMBIA-ADR COM 05968L102   506,456 14,800 SH   SOLE   14,800 0 0
BANK OF AMERICA COM 060505104   11,190,192 295,100 SH   SOLE   295,100 0 0
BATH & BODY WORKS COM 070830104   525,210 10,500 SH   SOLE   10,500 0 0
BAXTER INTL COM 071813109   840,610 19,668 SH   SOLE   19,668 0 0
BECTON DICKINSON COM 075887109   35,457,111 143,290 SH   SOLE   143,290 0 0
BERKSHIRE HATHAWAY B COM 084670702   48,131,037 114,456 SH   SOLE   114,456 0 0
BEST BUY COM 086516101   721,208 8,792 SH   SOLE   8,792 0 0
BIO RAD LABORATORIES COM 090572207   138,348 400 SH   SOLE   400 0 0
BIO TECHNE COM 09073M104   499,769 7,100 SH   SOLE   7,100 0 0
BIOGEN COM 09062X103   5,196,467 24,099 SH   SOLE   24,099 0 0
BLACKROCK COM 09247X101   34,327,598 41,175 SH   SOLE   41,175 0 0
BNY MELLON COM 064058100   1,864,180 32,353 SH   SOLE   32,353 0 0
BOOKING HOLDINGS COM 09857L108   5,191,496 1,431 SH   SOLE   1,431 0 0
BORGWARNER COM 099724106   336,978 9,700 SH   SOLE   9,700 0 0
BOSTON PROPERTIES COM 101121101   326,550 5,000 SH   SOLE   5,000 0 0
BOSTON SCIENT COM 101137107   48,098,472 702,270 SH   SOLE   702,270 0 0
BRISTOL MYERS COM 110122108   1,908,896 35,200 SH   SOLE   35,200 0 0
BROADCOM COM 11135F101   24,255,003 18,300 SH   SOLE   18,300 0 0
BROADRIDGE FINANCIAL COM 11133T103   1,044,786 5,100 SH   SOLE   5,100 0 0
BROWN & BROWN COM 115236101   866,646 9,900 SH   SOLE   9,900 0 0
BUILDERS FIRSTSOURCE COM 12008R107   1,147,025 5,500 SH   SOLE   5,500 0 0
BURLINGTON STORES COM 122017106   557,256 2,400 SH   SOLE   2,400 0 0
C.H. ROBINSON WORLDW COM 12541W209   319,788 4,200 SH   SOLE   4,200 0 0
CADENCE DESIGN COM 127387108   3,517,464 11,300 SH   SOLE   11,300 0 0
CAMDEN PROPERTY TRUS COM 133131102   403,440 4,100 SH   SOLE   4,100 0 0
CAMPBELL SOUP COM 134429109   373,380 8,400 SH   SOLE   8,400 0 0
CAPITAL ONE FIN COM 14040H105   997,563 6,700 SH   SOLE   6,700 0 0
CARDINAL HEALTH COM 14149Y108   1,107,810 9,900 SH   SOLE   9,900 0 0
CARLISLE COMPANIES COM 142339100   470,220 1,200 SH   SOLE   1,200 0 0
CARMAX COM 143130102   513,949 5,900 SH   SOLE   5,900 0 0
CARRIER GLOBAL COM 14448C104   1,999,672 34,400 SH   SOLE   34,400 0 0
CBOE GLOBAL MARKETS COM 12503M108   805,656 4,385 SH   SOLE   4,385 0 0
CBRE GROUP A COM 12504L109   1,293,292 13,300 SH   SOLE   13,300 0 0
CELANESE COM 150870103   309,348 1,800 SH   SOLE   1,800 0 0
CENCORA COM 03073E105   41,825,140 172,127 SH   SOLE   172,127 0 0
CENTENE COM 15135B101   1,773,177 22,594 SH   SOLE   22,594 0 0
CERTARA COM 15687V109   383,061 21,424 SH   SOLE   21,424 0 0
CHARTER COMM COM 16119P108   1,104,394 3,800 SH   SOLE   3,800 0 0
CHIPOTLE MEXICAN GRI COM 169656105   3,488,124 1,200 SH   SOLE   1,200 0 0
CHURCH & DWIGHT COM 171340102   1,126,548 10,800 SH   SOLE   10,800 0 0
CIENA COM 171779309   3,084,740 62,381 SH   SOLE   62,381 0 0
CIGNA COM 125523100   4,291,090 11,815 SH   SOLE   11,815 0 0
CINTAS COM 172908105   2,542,011 3,700 SH   SOLE   3,700 0 0
CIRRUS LOGIC COM 172755100   1,672,559 18,070 SH   SOLE   18,070 0 0
CITIGROUP USD COM 172967424   4,888,452 77,300 SH   SOLE   77,300 0 0
CITIZENS FINANCIAL COM 174610105   638,704 17,600 SH   SOLE   17,600 0 0
CLOROX COM 189054109   688,995 4,500 SH   SOLE   4,500 0 0
COCA COLA COM 191216100   10,241,532 167,400 SH   SOLE   167,400 0 0
Cognizant Technology Solutio CL A 192446102   17,882,760 244,000 SH   SOLE   244,000 0 0
COLGATE PALMOLIVE COM 194162103   1,179,655 13,100 SH   SOLE   13,100 0 0
COMCAST A COM 20030N101   7,204,770 166,200 SH   SOLE   166,200 0 0
COMPANIA DE MINA ADR COM 204448104   285,840 18,000 SH   SOLE   18,000 0 0
COMPASS DIVERSIFIED COM 20451Q104   1,757,110 73,000 SH   SOLE   73,000 0 0
CONAGRA BRANDS COM 205887102   583,908 19,700 SH   SOLE   19,700 0 0
CONFLUENT COM 20717M103   292,992 9,600 SH   SOLE   9,600 0 0
CONSTELLATION ENERGY COM 21037T109   48,856,410 264,303 SH   SOLE   264,303 0 0
COOPER COM 216648501   842,118 8,300 SH   SOLE   8,300 0 0
Copart Inc COM 217204106   2,458,009 42,438 SH   SOLE   42,438 0 0
CORE & MAIN COM 21874C102   3,564,843 62,268 SH   SOLE   62,268 0 0
CROWN CASTLE COM 22822V101   1,862,608 17,600 SH   SOLE   17,600 0 0
CROWN HOLDINGS COM 228368106   339,154 4,279 SH   SOLE   4,279 0 0
Csx Corp COM 126408103   1,656,658 44,690 SH   SOLE   44,690 0 0
CVS HEALTH COM 126650100   4,219,304 52,900 SH   SOLE   52,900 0 0
Cyberark Software Ltd SHS M2682V108   3,360,220 12,650 SH   SOLE   12,650 0 0
DANAHER COM 235851102   7,092,048 28,400 SH   SOLE   28,400 0 0
DARLING INGREDIENTS COM 237266101   320,919 6,900 SH   SOLE   6,900 0 0
DATADOG COM 23804L103   26,314,934 212,904 SH   SOLE   212,904 0 0
DAVITA COM 23918K108   372,735 2,700 SH   SOLE   2,700 0 0
DAYFORCE COM 15677J108   390,639 5,900 SH   SOLE   5,900 0 0
DECKERS OUTDOOR COM 243537107   31,914,362 33,906 SH   SOLE   33,906 0 0
DEERE COM 244199105   10,101,740 24,594 SH   SOLE   24,594 0 0
DEXCOM COM 252131107   2,177,590 15,700 SH   SOLE   15,700 0 0
DICKS SPORTING GOODS COM 253393102   539,664 2,400 SH   SOLE   2,400 0 0
DIGITAL REALTY TRUST COM 253868103   1,858,116 12,900 SH   SOLE   12,900 0 0
DISCOVER FINANCIAL COM 254709108   1,389,554 10,600 SH   SOLE   10,600 0 0
DOCUSIGN COM 256163106   547,860 9,200 SH   SOLE   9,200 0 0
DOLLAR GENERAL COM 256677105   1,420,146 9,100 SH   SOLE   9,100 0 0
DOLLAR TREE COM 256746108   1,145,090 8,600 SH   SOLE   8,600 0 0
DOVER CORP COM 260003108   1,027,702 5,800 SH   SOLE   5,800 0 0
DOW COM 260557103   1,645,212 28,400 SH   SOLE   28,400 0 0
DR REDDY'S LAB COM 256135203   836,190 11,400 SH   SOLE   11,400 0 0
DROPBOX COM 26210C104   257,580 10,600 SH   SOLE   10,600 0 0
DUPONT DE NEMOURS COM 26614N102   1,418,012 18,495 SH   SOLE   18,495 0 0
DYNATRACE COM 268150109   580,500 12,500 SH   SOLE   12,500 0 0
EASTMAN CHEMICAL COM 277432100   200,440 2,000 SH   SOLE   2,000 0 0
EBAY COM 278642103   1,023,932 19,400 SH   SOLE   19,400 0 0
EDISON INTL COM 281020107   1,124,607 15,900 SH   SOLE   15,900 0 0
EDWARDS LIFESCIENSES COM 28176E108   2,394,256 25,055 SH   SOLE   25,055 0 0
Electronic Arts Inc COM 285512109   23,071,313 173,900 SH   SOLE   173,900 0 0
ELEVANCE HEALTH COM 036752103   4,962,428 9,570 SH   SOLE   9,570 0 0
ELI LILLY COM 532457108   48,381,332 62,190 SH   SOLE   62,190 0 0
ENPHASE ENERGY COM 29355A107   701,684 5,800 SH   SOLE   5,800 0 0
ENTEGRIS COM 29362U104   913,510 6,500 SH   SOLE   6,500 0 0
EQUIFAX COM 294429105   1,444,608 5,400 SH   SOLE   5,400 0 0
EQUINIX COM 29444U700   30,477,786 36,928 SH   SOLE   36,928 0 0
EQUITABLE HOLDINGS COM 29452E101   558,747 14,700 SH   SOLE   14,700 0 0
ETSY COM 29786A106   288,624 4,200 SH   SOLE   4,200 0 0
EXELON COM 30161N101   1,511,216 40,224 SH   SOLE   40,224 0 0
EXPEDITORS COM 302130109   656,478 5,400 SH   SOLE   5,400 0 0
EXTRA SPACE STORAGE COM 30225T102   1,249,500 8,500 SH   SOLE   8,500 0 0
FACTSET RESEARCH SYS COM 303075105   660,683 1,454 SH   SOLE   1,454 0 0
FAIR ISAAC COM 303250104   1,249,610 1,000 SH   SOLE   1,000 0 0
FASTENAL COM 311900104   1,859,074 24,100 SH   SOLE   24,100 0 0
FEDEX COM 31428X106   2,839,452 9,800 SH   SOLE   9,800 0 0
FIDELITY NAT INF COM 31620M106   1,854,500 25,000 SH   SOLE   25,000 0 0
FIFTH THIRD BAN COM 316773100   1,026,996 27,600 SH   SOLE   27,600 0 0
FIRST CITIZENS BANCS COM 31946M103   28,108,920 17,192 SH   SOLE   17,192 0 0
First Solar Inc COM 336433107   11,664,080 69,100 SH   SOLE   69,100 0 0
FISERV COM 337738108   3,915,590 24,500 SH   SOLE   24,500 0 0
FMC COM 302491303   312,130 4,900 SH   SOLE   4,900 0 0
Fortinet Inc COM 34959E109   49,860,152 729,910 SH   SOLE   729,910 0 0
FORTUNE BRANDS INNOV COM 34964C106   414,883 4,900 SH   SOLE   4,900 0 0
FOX CORP A CL A COM 35137L105   337,716 10,800 SH   SOLE   10,800 0 0
FOX CORP B CL B COM 35137L204   137,376 4,800 SH   SOLE   4,800 0 0
FRANKLIN RES COM 354613101   407,595 14,500 SH   SOLE   14,500 0 0
FRESHPET COM 358039105   1,715,191 14,804 SH   SOLE   14,804 0 0
GARTNER COM 366651107   1,573,011 3,300 SH   SOLE   3,300 0 0
GE HEALTHCARE TECH COM 36266G107   1,518,197 16,700 SH   SOLE   16,700 0 0
GEN DIGITAL COM 668771108   517,440 23,100 SH   SOLE   23,100 0 0
GENERAL MILLS COM 370334104   1,707,268 24,400 SH   SOLE   24,400 0 0
GENUINE PARTS COM 372460105   852,115 5,500 SH   SOLE   5,500 0 0
GILEAD SCIENCES COM 375558103   3,728,425 50,900 SH   SOLE   50,900 0 0
GLOBAL PAYMENTS COM 37940X102   5,449,853 40,774 SH   SOLE   40,774 0 0
GODADDY A COM 380237107   605,268 5,100 SH   SOLE   5,100 0 0
GOLDMAN SACHS COM 38141G104   5,555,277 13,300 SH   SOLE   13,300 0 0
GRACO COM 384109104   616,836 6,600 SH   SOLE   6,600 0 0
GRAPHIC PACKAGING COM 388689101   1,905,658 65,307 SH   SOLE   65,307 0 0
H WORLD GROUP COM 44332N106   777,870 20,100 SH   SOLE   20,100 0 0
HARTFORD FIN SERV COM 416515104   1,349,955 13,100 SH   SOLE   13,100 0 0
HASBRO COM 418056107   242,527 4,291 SH   SOLE   4,291 0 0
HCA HEALTHCARE COM 40412C101   2,801,652 8,400 SH   SOLE   8,400 0 0
HDFC BANK COM 40415F101   4,897,375 87,500 SH   SOLE   87,500 0 0
HEALTHPEAK PROP COM 42250P103   514,594 27,445 SH   SOLE   27,445 0 0
HENRY SCHEIN COM 806407102   347,392 4,600 SH   SOLE   4,600 0 0
HERSHEY COM 427866108   505,700 2,600 SH   SOLE   2,600 0 0
HILTON COM 43300A203   2,310,787 10,833 SH   SOLE   10,833 0 0
HOLOGIC COM 436440101   771,804 9,900 SH   SOLE   9,900 0 0
HOME DEPOT COM 437076102   15,666,224 40,840 SH   SOLE   40,840 0 0
HORMEL FOODS COM 440452100   380,301 10,900 SH   SOLE   10,900 0 0
HP COM 40434L105   1,109,074 36,700 SH   SOLE   36,700 0 0
HP ENTERPRISE CO COM 42824C109   892,741 50,352 SH   SOLE   50,352 0 0
HUBBELL COM 443510607   933,863 2,250 SH   SOLE   2,250 0 0
HUBSPOT COM 443573100   1,253,120 2,000 SH   SOLE   2,000 0 0
HUMANA COM 444859102   1,757,177 5,068 SH   SOLE   5,068 0 0
HUNTINGTON BANC COM 446150104   877,455 62,900 SH   SOLE   62,900 0 0
HYATT HOTELS CORP COM 448579102   335,202 2,100 SH   SOLE   2,100 0 0
ICICI BANK LTD ADR COM 45104G104   39,183,012 1,483,643 SH   SOLE   1,483,643 0 0
IDEX COM 45167R104   707,658 2,900 SH   SOLE   2,900 0 0
IDEXX LAB COM 45168D104   1,781,769 3,300 SH   SOLE   3,300 0 0
ILLINOIS TOOL COM 452308109   3,264,234 12,165 SH   SOLE   12,165 0 0
ILLUMINA COM 452327109   887,774 6,465 SH   SOLE   6,465 0 0
INCYTE COM 45337C102   199,395 3,500 SH   SOLE   3,500 0 0
INFOSYS LTD-SP ADR COM 456788108   5,540,370 309,000 SH   SOLE   309,000 0 0
INGERSOLL RAND COM 45687V106   1,614,150 17,000 SH   SOLE   17,000 0 0
INSTALLED BUILDING P COM 45780R101   3,002,303 11,604 SH   SOLE   11,604 0 0
INSULET COM 45784P101   462,780 2,700 SH   SOLE   2,700 0 0
INTEL COM 458140100   7,522,151 170,300 SH   SOLE   170,300 0 0
INTERCONT EXCHANGE COM 45866F104   33,928,444 246,878 SH   SOLE   246,878 0 0
International Business Machs COM 459200101   88,894,935 465,516 SH   SOLE   465,516 0 0
INTERNATIONAL PAPER COM 460146103   534,574 13,700 SH   SOLE   13,700 0 0
INTERPUBLIC GROUP COM 460690100   512,291 15,700 SH   SOLE   15,700 0 0
INTL FLAVORS & FRAGR COM 459506101   948,814 11,034 SH   SOLE   11,034 0 0
Intuit COM 461202103   46,464,600 71,484 SH   SOLE   71,484 0 0
INTUITIVE SURGICAL COM 46120E602   6,656,422 16,679 SH   SOLE   16,679 0 0
IQVIA HOLDINGS COM 46266C105   1,947,506 7,701 SH   SOLE   7,701 0 0
IRON MOUNTAIN REIT COM 46284V101   958,750 11,953 SH   SOLE   11,953 0 0
JACK HENRY & ASSOC COM 426281101   507,292 2,920 SH   SOLE   2,920 0 0
JB HUNT TRANSPORT COM 445658107   679,443 3,410 SH   SOLE   3,410 0 0
JOHNSON & JOHNSON COM 478160104   15,692,448 99,200 SH   SOLE   99,200 0 0
JONES LANG LASALLE COM 48020Q107   1,412,647 7,241 SH   SOLE   7,241 0 0
JP MORGAN CHASE COM 46625H100   81,256,502 405,674 SH   SOLE   405,674 0 0
JUNIPER NETWORKS COM 48203R104   529,958 14,300 SH   SOLE   14,300 0 0
KANZHUN COM 48553T106   368,130 21,000 SH   SOLE   21,000 0 0
Kaspi Kz Jsc SPONSORED ADS 48581R205   237,598 1,847 SH   SOLE   1,847 0 0
KE HOLDINGS COM 482497104   792,221 57,700 SH   SOLE   57,700 0 0
KELLANOVA COM 487836108   572,900 10,000 SH   SOLE   10,000 0 0
KEURIG DR PEPPER COM 49271V100   29,873,715 974,037 SH   SOLE   974,037 0 0
KEYCORP COM 493267108   257,703 16,300 SH   SOLE   16,300 0 0
KEYSIGHT TECH COM 49338L103   1,125,936 7,200 SH   SOLE   7,200 0 0
KIMBERLY CLARKE COM 494368103   1,743,897 13,482 SH   SOLE   13,482 0 0
KIMCO REALTY COM 49446R109   556,924 28,400 SH   SOLE   28,400 0 0
Kla Corp COM NEW 482480100   56,524,093 80,914 SH   SOLE   80,914 0 0
KNIGHT SWIFT TRANSP COM 499049104   390,642 7,100 SH   SOLE   7,100 0 0
KORN FERRY COM 500643200   2,198,817 33,437 SH   SOLE   33,437 0 0
KRAFT HEINZ COM 500754106   33,047,640 895,600 SH   SOLE   895,600 0 0
LABORATORY CORP OF A COM 50540R409   786,456 3,600 SH   SOLE   3,600 0 0
LAM RESEARCH COM 512807108   5,295,057 5,450 SH   SOLE   5,450 0 0
LAMB WESTON HOLDINGS COM 513272104   29,211,378 274,208 SH   SOLE   274,208 0 0
LANTHEUS HOLDINGS COM 516544103   2,017,198 32,410 SH   SOLE   32,410 0 0
LATTICE SEMICONDUCT COM 518415104   391,150 5,000 SH   SOLE   5,000 0 0
LEAR COM 521865204   347,712 2,400 SH   SOLE   2,400 0 0
LEGEND BIOTECH COM 52490G102   370,194 6,600 SH   SOLE   6,600 0 0
LENNOX INTL COM 526107107   635,388 1,300 SH   SOLE   1,300 0 0
LIBERTY MEDIA CORP COM 531229755   216,480 3,300 SH   SOLE   3,300 0 0
LIVE OAK BANCSHARES COM 53803X105   1,851,346 44,600 SH   SOLE   44,600 0 0
LKQ COM 501889208   549,268 10,284 SH   SOLE   10,284 0 0
LOWE'S COMPANIES COM 548661107   47,339,278 185,841 SH   SOLE   185,841 0 0
LPL FINANCIAL HLDS COM 50212V100   739,760 2,800 SH   SOLE   2,800 0 0
LULULEMON ATHLETICA COM 550021109   1,777,458 4,550 SH   SOLE   4,550 0 0
MANHATTAN ASSOCIATES COM 562750109   575,529 2,300 SH   SOLE   2,300 0 0
MARAVAI LIFESCIENCES COM 56600D107   1,214,260 140,053 SH   SOLE   140,053 0 0
MARKETAXESS HOLDINGS COM 57060D108   350,800 1,600 SH   SOLE   1,600 0 0
MARSH & MCLENNAN COM 571748102   4,145,142 20,124 SH   SOLE   20,124 0 0
MARTIN MARIETTA MATE COM 573284106   675,334 1,100 SH   SOLE   1,100 0 0
MARVELL TECH. COM 573874104   2,523,328 35,600 SH   SOLE   35,600 0 0
MASCO COM 574599106   773,024 9,800 SH   SOLE   9,800 0 0
Mastercard Incorporated CL A 57636Q104   64,033,400 132,968 SH   SOLE   132,968 0 0
MCCORMICK COM 579780206   714,333 9,300 SH   SOLE   9,300 0 0
MCDONALDS COM 580135101   8,317,525 29,500 SH   SOLE   29,500 0 0
MCKESSON COM 58155Q103   2,898,990 5,400 SH   SOLE   5,400 0 0
MERCADOLIBRE COM 58733R102   2,872,724 1,900 SH   SOLE   1,900 0 0
MERCK USD COM 58933Y105   42,907,765 325,182 SH   SOLE   325,182 0 0
META PLATFORMS COM 30303M102   58,497,823 120,470 SH   SOLE   120,470 0 0
METLIFE COM 59156R108   1,937,680 26,146 SH   SOLE   26,146 0 0
METTLER-TOLEDO COM 592688105   1,198,161 900 SH   SOLE   900 0 0
Microchip Technology Inc. COM 595017104   39,400,632 439,200 SH   SOLE   439,200 0 0
MICRON TECH COM 595112103   5,316,839 45,100 SH   SOLE   45,100 0 0
Microsoft Corp COM 594918104   358,095,407 851,149 SH   SOLE   851,149 0 0
MID-AM APRTMNT COMM COM 59522J103   684,216 5,200 SH   SOLE   5,200 0 0
MOLINA HEALTHCARE COM 60855R100   1,027,075 2,500 SH   SOLE   2,500 0 0
MONGODB COM 60937P106   1,075,920 3,000 SH   SOLE   3,000 0 0
MONOLITHIC POWER SYS COM 609839105   1,354,840 2,000 SH   SOLE   2,000 0 0
Moodys Corp COM 615369105   3,016,112 7,674 SH   SOLE   7,674 0 0
MORGAN STANLEY COM 617446448   4,729,280 50,226 SH   SOLE   50,226 0 0
MOSAIC COM 61945C103   496,638 15,300 SH   SOLE   15,300 0 0
MSCI INC COM 55354G100   1,856,210 3,312 SH   SOLE   3,312 0 0
NASDAQ OMX GROUP COM 631103108   897,408 14,222 SH   SOLE   14,222 0 0
NATERA COM 632307104   4,441,572 48,563 SH   SOLE   48,563 0 0
NETAPP COM 64110D104   451,371 4,300 SH   SOLE   4,300 0 0
NETFLIX COM 64110L106   4,554,975 7,500 SH   SOLE   7,500 0 0
NEWMONT COM 651639106   1,711,073 47,742 SH   SOLE   47,742 0 0
NIO COM 62914V106   611,100 135,800 SH   SOLE   135,800 0 0
NORDSON COM 655663102   603,988 2,200 SH   SOLE   2,200 0 0
Norfolk Southn Corp COM 655844108   1,435,173 5,631 SH   SOLE   5,631 0 0
NORTHERN TRUST COM 665859104   755,820 8,500 SH   SOLE   8,500 0 0
Nvidia Corporation COM 67066G104   203,865,725 225,625 SH   SOLE   225,625 0 0
NVR COM 62944T105   971,995 120 SH   SOLE   120 0 0
OLD DOMINION FREIGHT COM 679580100   1,710,618 7,800 SH   SOLE   7,800 0 0
Omnicell Com COM 68213N109   818,440 28,000 SH   SOLE   28,000 0 0
OMNICOM GROUP COM 681919106   706,348 7,300 SH   SOLE   7,300 0 0
ON SEMICONDUCTOR COM 682189105   1,360,675 18,500 SH   SOLE   18,500 0 0
ORACLE COM 68389X105   3,592,446 28,600 SH   SOLE   28,600 0 0
OTIS WORLDWIDE COM 68902V107   1,657,809 16,700 SH   SOLE   16,700 0 0
OWENS CORNING COM 690742101   533,760 3,200 SH   SOLE   3,200 0 0
PACCAR COM 693718108   1,115,010 9,000 SH   SOLE   9,000 0 0
PACKAGING CORP OF AM COM 695156109   626,274 3,300 SH   SOLE   3,300 0 0
Palo Alto Networks Inc COM 697435105   52,024,203 183,100 SH   SOLE   183,100 0 0
PARAMOUNT GLOBAL COM 92556H206   292,237 24,829 SH   SOLE   24,829 0 0
PAYCHEX COM 704326107   1,620,960 13,200 SH   SOLE   13,200 0 0
PAYCOM SOFTWARE COM 70432V102   378,119 1,900 SH   SOLE   1,900 0 0
PAYLOCITY HOLDING COM 70438V106   309,348 1,800 SH   SOLE   1,800 0 0
PAYPAL COM 70450Y103   2,786,784 41,600 SH   SOLE   41,600 0 0
PENNYMAC FINANCIAL COM 70932M107   1,790,465 19,656 SH   SOLE   19,656 0 0
PENUMBRA COM 70975L107   3,417,332 15,312 SH   SOLE   15,312 0 0
PEPSICO COM 713448108   9,889,815 56,510 SH   SOLE   56,510 0 0
PLANET FITNESS COM 72703H101   1,970,841 31,468 SH   SOLE   31,468 0 0
PNC FINANCIAL SERV COM 693475105   2,650,402 16,401 SH   SOLE   16,401 0 0
POOL COM 73278L105   685,950 1,700 SH   SOLE   1,700 0 0
PRINCIPAL FIN GROUP COM 74251V102   888,993 10,300 SH   SOLE   10,300 0 0
PROCTER COM 742718109   15,804,124 97,406 SH   SOLE   97,406 0 0
PROGRESSIVE COM 743315103   9,439,058 45,639 SH   SOLE   45,639 0 0
PROLOGIS COM 74340W103   38,890,724 298,654 SH   SOLE   298,654 0 0
PRUDENTIAL FINL COM 744320102   1,798,920 15,323 SH   SOLE   15,323 0 0
PTC COM 69370C100   944,700 5,000 SH   SOLE   5,000 0 0
PUBLIC STORAGE COM 74460D109   1,827,378 6,300 SH   SOLE   6,300 0 0
PULTEGROUP COM 745867101   1,049,394 8,700 SH   SOLE   8,700 0 0
QORVO COM 74736K101   413,388 3,600 SH   SOLE   3,600 0 0
QUALCOMM COM 747525103   13,837,397 81,733 SH   SOLE   81,733 0 0
Qualys Inc COM 74758T303   2,671,255 16,008 SH   SOLE   16,008 0 0
QUANTA SERVICES COM 74762E102   1,610,760 6,200 SH   SOLE   6,200 0 0
QUEST DIAGNOSTICS COM 74834L100   678,861 5,100 SH   SOLE   5,100 0 0
RADNET COM 750491102   2,629,635 54,041 SH   SOLE   54,041 0 0
RAYMOND JAMES FINANC COM 754730109   449,470 3,500 SH   SOLE   3,500 0 0
REGENCY CENTERS COM 758849103   428,644 7,078 SH   SOLE   7,078 0 0
REGENERON PHARMA COM 75886F107   4,340,830 4,510 SH   SOLE   4,510 0 0
REGIONS FIN COM 7591EP100   818,456 38,900 SH   SOLE   38,900 0 0
RELIANCE STEEL & ALU COM 759509102   768,614 2,300 SH   SOLE   2,300 0 0
REPLIGEN COM 759916109   423,016 2,300 SH   SOLE   2,300 0 0
REPUBLIC SERV COM 760759100   1,665,528 8,700 SH   SOLE   8,700 0 0
RESMED COM 761152107   1,227,786 6,200 SH   SOLE   6,200 0 0
REVVITY COM 714046109   462,000 4,400 SH   SOLE   4,400 0 0
RIVIAN AUTOMOTIVE COM 76954A103   261,705 23,900 SH   SOLE   23,900 0 0
ROBERT HALF COM 770323103   367,146 4,631 SH   SOLE   4,631 0 0
ROBINHOOD MARKETS COM 770700102   221,430 11,000 SH   SOLE   11,000 0 0
ROCKWELL AUTOM COM 773903109   1,398,384 4,800 SH   SOLE   4,800 0 0
ROLLINS COM 775711104   32,773,319 708,306 SH   SOLE   708,306 0 0
S&P GLOBAL COM 78409V104   5,573,395 13,100 SH   SOLE   13,100 0 0
Salesforce Inc COM 79466L302   65,054,880 216,000 SH   SOLE   216,000 0 0
SBA COMMUNICATIONS COM 78410G104   975,150 4,500 SH   SOLE   4,500 0 0
SCHNITZER STEEL IND COM 806882106   1,478,044 69,950 SH   SOLE   69,950 0 0
SERVICENOW COM 81762P102   6,404,160 8,400 SH   SOLE   8,400 0 0
SHERWIN WILLIAMS COM 824348106   3,473,300 10,000 SH   SOLE   10,000 0 0
SIMON PROPERTY GROUP COM 828806109   2,128,264 13,600 SH   SOLE   13,600 0 0
SIRIUS XM HOLDINGS COM 82968B103   118,848 30,631 SH   SOLE   30,631 0 0
SJW GROUP COM 784305104   1,661,482 29,360 SH   SOLE   29,360 0 0
SKYWORKS COM 83088M102   823,232 7,600 SH   SOLE   7,600 0 0
SNAP-ON INC COM 833034101   651,684 2,200 SH   SOLE   2,200 0 0
SOLAREDGE TECH COM 83417M104   12,721,887 179,232 SH   SOLE   179,232 0 0
Sps Comm Inc COM 78463M107   2,300,526 12,442 SH   SOLE   12,442 0 0
STANLEY BLACK&DECKER COM 854502101   244,825 2,500 SH   SOLE   2,500 0 0
STARBUCKS COM 855244109   4,203,940 46,000 SH   SOLE   46,000 0 0
STATE STREET COM 857477103   942,453 12,189 SH   SOLE   12,189 0 0
STEEL DYNAMICS COM 858119100   963,495 6,500 SH   SOLE   6,500 0 0
STRYKER COM 863667101   5,010,180 14,000 SH   SOLE   14,000 0 0
SYNCHRONY FINANCIAL COM 87165B103   685,608 15,900 SH   SOLE   15,900 0 0
SYNOPS COM 871607107   3,600,450 6,300 SH   SOLE   6,300 0 0
SYSCO COM 871829107   1,737,252 21,400 SH   SOLE   21,400 0 0
T ROWE PRICE GP COM 74144T108   1,167,140 9,573 SH   SOLE   9,573 0 0
TAIWAN SEMICOND ADR COM 874039100   7,838,521 57,615 SH   SOLE   57,615 0 0
TARGET COM 87612E106   3,384,711 19,100 SH   SOLE   19,100 0 0
TARSUS PHARMACEUT COM 87650L103   908,750 25,000 SH   SOLE   25,000 0 0
TELEFLEX COM 879369106   361,872 1,600 SH   SOLE   1,600 0 0
TERADYNE COM 880770102   744,678 6,600 SH   SOLE   6,600 0 0
TEREX CORP COM 880779103   1,777,762 27,605 SH   SOLE   27,605 0 0
TERRENO REALTY COM 88146M101   1,850,634 27,871 SH   SOLE   27,871 0 0
TEXAS INSTRUMENT COM 882508104   6,445,770 37,000 SH   SOLE   37,000 0 0
THERMO FISCHER SCIEN COM 883556102   48,821,059 83,999 SH   SOLE   83,999 0 0
TJX COM 872540109   4,726,172 46,600 SH   SOLE   46,600 0 0
T-MOBILE COM 872590104   3,476,586 21,300 SH   SOLE   21,300 0 0
TORO COM 891092108   403,172 4,400 SH   SOLE   4,400 0 0
TRACTOR SUPPLY COM 892356106   1,073,052 4,100 SH   SOLE   4,100 0 0
TRANSMEDICS GROUP COM 89377M109   211,838 2,865 SH   SOLE   2,865 0 0
TRANSUNION COM 89400J107   666,330 8,350 SH   SOLE   8,350 0 0
TRAVELERS COMPANIES COM 89417E109   2,138,461 9,292 SH   SOLE   9,292 0 0
TRIMBLE COM 896239100   635,748 9,878 SH   SOLE   9,878 0 0
TRUIST FINANCIAL COM 89832Q109   2,171,186 55,700 SH   SOLE   55,700 0 0
TWILIO COM 90138F102   409,705 6,700 SH   SOLE   6,700 0 0
UBER TECHNOLOGIES COM 90353T100   2,440,583 31,700 SH   SOLE   31,700 0 0
UIPATH COM 90364P105   376,322 16,600 SH   SOLE   16,600 0 0
ULTA BEAUTY COM 90384S303   1,045,760 2,000 SH   SOLE   2,000 0 0
Union Pac Corp COM 907818108   6,420,986 26,109 SH   SOLE   26,109 0 0
UNITED PARCEL B COM 911312106   4,356,494 29,311 SH   SOLE   29,311 0 0
UNITED RENTALS COM 911363109   2,019,108 2,800 SH   SOLE   2,800 0 0
UNITEDHEALTH GRP COM 91324P102   18,897,540 38,200 SH   SOLE   38,200 0 0
US BANCORP COM 902973304   2,789,280 62,400 SH   SOLE   62,400 0 0
VAIL RESORTS COM 91879Q109   267,396 1,200 SH   SOLE   1,200 0 0
Varonis Sys Inc COM 922280102   1,674,535 35,500 SH   SOLE   35,500 0 0
Veeva Sys Inc CL A COM 922475108   40,936,611 176,687 SH   SOLE   176,687 0 0
VENTAS COM 92276F100   678,789 15,590 SH   SOLE   15,590 0 0
VERALTO COM 92338C103   771,253 8,699 SH   SOLE   8,699 0 0
Verint Sys Inc COM 92343X100   3,155,747 95,196 SH   SOLE   95,196 0 0
VERISK ANALYTICS COM 92345Y106   1,478,734 6,273 SH   SOLE   6,273 0 0
VERIZON COMM COM 92343V104   7,200,336 171,600 SH   SOLE   171,600 0 0
VERTEX PHARMACEUT COM 92532F100   4,389,105 10,500 SH   SOLE   10,500 0 0
VERTIV HOLDINGS COM 92537N108   1,241,384 15,200 SH   SOLE   15,200 0 0
VIPSHOP ADR COM 92763W103   484,915 29,300 SH   SOLE   29,300 0 0
VISA A COM 92826C839   67,856,907 243,145 SH   SOLE   243,145 0 0
VULCAN MATERIALS COM 929160109   1,501,060 5,500 SH   SOLE   5,500 0 0
WABTEC COM 929740108   422,472 2,900 SH   SOLE   2,900 0 0
WALGREEN BOOTS COM 931427108   602,982 27,800 SH   SOLE   27,800 0 0
WALT DISNEY COM 254687106   9,197,801 75,170 SH   SOLE   75,170 0 0
WARNER BROS DISC COM 934423104   820,096 93,940 SH   SOLE   93,940 0 0
WARNER MUSIC COM 934550203   36,273,560 1,098,533 SH   SOLE   1,098,533 0 0
WASTE MANAGEMENT COM 94106L109   3,512,073 16,477 SH   SOLE   16,477 0 0
WATERS COM 941848103   813,760 2,364 SH   SOLE   2,364 0 0
WATSCO COM 942622200   561,561 1,300 SH   SOLE   1,300 0 0
WATTS WATER TECHN COM 942749102   2,331,886 10,971 SH   SOLE   10,971 0 0
WELLTOWER COM 95040Q104   2,074,742 22,204 SH   SOLE   22,204 0 0
WEST PHARMACEUTICAL COM 955306105   1,162,992 2,939 SH   SOLE   2,939 0 0
WESTROCK COM 96145D105   465,621 9,416 SH   SOLE   9,416 0 0
WEYERHAEUSER CO COM 962166104   1,127,574 31,400 SH   SOLE   31,400 0 0
WILLIAMS SONOMA COM 969904101   857,331 2,700 SH   SOLE   2,700 0 0
WIPRO COM 97651M109   675,625 117,500 SH   SOLE   117,500 0 0
WORKDAY A COM 98138H101   2,342,650 8,589 SH   SOLE   8,589 0 0
WP CAREY COM 92936U109   406,368 7,200 SH   SOLE   7,200 0 0
WW GRAINGER COM 384802104   32,896,430 32,337 SH   SOLE   32,337 0 0
XYLEM COM 98419M100   1,279,476 9,900 SH   SOLE   9,900 0 0
YUM CHINA HLDS COM 98850P109   1,496,104 37,600 SH   SOLE   37,600 0 0
ZIMMER BIOMET HLDS COM 98956P102   1,174,622 8,900 SH   SOLE   8,900 0 0
ZOETIS COM 98978V103   3,164,227 18,700 SH   SOLE   18,700 0 0
ZSCALER COM 98980G102   741,626 3,850 SH   SOLE   3,850 0 0
ZTO EXPRESS CAY ADR COM 98980A105   768,498 36,700 SH   SOLE   36,700 0 0