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
ABBOTT LABS COM 002824100   2,302,660 20,197 SH   SOLE   20,197 0 0
ABBVIE INC COM 00287Y109   4,491,683 22,745 SH   SOLE   22,745 0 0
ADOBE INC COM 00724F101   15,817,661 30,549 SH   SOLE   30,549 0 0
ADVANCED MICRO DEVICES INC COM 007903107   14,520,260 88,495 SH   SOLE   88,495 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   629,704 4,241 SH   SOLE   4,241 0 0
AIRBNB INC COM CL A 009066101   285,703 2,253 SH   SOLE   2,253 0 0
ALBEMARLE CORP COM 012653101   274,375 2,897 SH   SOLE   2,897 0 0
ALIGN TECHNOLOGY INC COM 016255101   615,709 2,421 SH   SOLE   2,421 0 0
ALPHABET INC CAP STK CL C 02079K107   33,819,360 202,281 SH   SOLE   202,281 0 0
ALPHABET INC CAP STK CL A 02079K305   17,242,264 103,963 SH   SOLE   103,963 0 0
ALTRIA GROUP INC COM 02209S103   700,983 13,734 SH   SOLE   13,734 0 0
AMAZON COM INC COM 023135106   56,963,503 305,713 SH   SOLE   305,713 0 0
AMERICAN EXPRESS CO COM 025816109   1,639,946 6,047 SH   SOLE   6,047 0 0
AMERIPRISE FINL INC COM 03076C106   1,154,793 2,458 SH   SOLE   2,458 0 0
AMETEK INC COM 031100100   1,210,384 7,049 SH   SOLE   7,049 0 0
AMGEN INC COM 031162100   8,709,659 27,031 SH   SOLE   27,031 0 0
APPLE INC COM 037833100   72,857,003 312,691 SH   SOLE   312,691 0 0
APPLIED MATLS INC COM 038222105   26,053,943 128,948 SH   SOLE   128,948 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   388,310 6,500 SH   SOLE   6,500 0 0
ARISTA NETWORKS INC COM 040413106   2,613,430 6,809 SH   SOLE   6,809 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   9,215,939 33,303 SH   SOLE   33,303 0 0
BANK AMERICA CORP COM 060505104   2,093,358 52,756 SH   SOLE   52,756 0 0
BECTON DICKINSON & CO COM 075887109   1,398,380 5,800 SH   SOLE   5,800 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,056,732 8,814 SH   SOLE   8,814 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   769,113 10,942 SH   SOLE   10,942 0 0
BLACKROCK INC COM 09247X101   3,106,797 3,272 SH   SOLE   3,272 0 0
BOEING CO COM 097023105   344,675 2,267 SH   SOLE   2,267 0 0
BOOKING HOLDINGS INC COM 09857L108   3,538,181 840 SH   SOLE   840 0 0
BOSTON SCIENTIFIC CORP COM 101137107   16,623,574 198,372 SH   SOLE   198,372 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   708,918 5,059 SH   SOLE   5,059 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   325,031 6,282 SH   SOLE   6,282 0 0
BROADCOM INC COM 11135F101   7,763,363 45,005 SH   SOLE   45,005 0 0
THE CIGNA GROUP COM 125523100   390,091 1,126 SH   SOLE   1,126 0 0
CME GROUP INC COM 12572Q105   355,247 1,610 SH   SOLE   1,610 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   9,360,292 34,536 SH   SOLE   34,536 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   2,218,143 27,558 SH   SOLE   27,558 0 0
CATERPILLAR INC COM 149123101   2,304,870 5,893 SH   SOLE   5,893 0 0
CELANESE CORP DEL COM 150870103   1,113,920 8,193 SH   SOLE   8,193 0 0
DAYFORCE INC COM 15677J108   349,125 5,700 SH   SOLE   5,700 0 0
CHEVRON CORP NEW COM 166764100   1,571,813 10,673 SH   SOLE   10,673 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   10,733,223 186,276 SH   SOLE   186,276 0 0
CINTAS CORP COM 172908105   1,769,744 8,596 SH   SOLE   8,596 0 0
CITIGROUP INC COM NEW 172967424   2,043,076 32,637 SH   SOLE   32,637 0 0
COCA COLA CO COM 191216100   13,638,238 189,789 SH   SOLE   189,789 0 0
COLGATE PALMOLIVE CO COM 194162103   1,280,185 12,332 SH   SOLE   12,332 0 0
CONOCOPHILLIPS COM 20825C104   734,960 6,981 SH   SOLE   6,981 0 0
CONSTELLATION BRANDS INC CL A 21036P108   1,142,855 4,435 SH   SOLE   4,435 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,546,599 5,948 SH   SOLE   5,948 0 0
CORTEVA INC COM 22052L104   973,739 16,563 SH   SOLE   16,563 0 0
COSTCO WHSL CORP NEW COM 22160K105   10,181,682 11,485 SH   SOLE   11,485 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,124,685 4,010 SH   SOLE   4,010 0 0
CROWN CASTLE INC COM 22822V101   1,117,969 9,424 SH   SOLE   9,424 0 0
DANAHER CORPORATION COM 235851102   2,503,570 9,005 SH   SOLE   9,005 0 0
DARLING INGREDIENTS INC COM 237266101   252,688 6,800 SH   SOLE   6,800 0 0
DATADOG INC CL A COM 23804L103   816,926 7,100 SH   SOLE   7,100 0 0
DEERE & CO COM 244199105   8,936,705 21,414 SH   SOLE   21,414 0 0
DISNEY WALT CO COM 254687106   7,875,460 81,874 SH   SOLE   81,874 0 0
DOCUSIGN INC COM 256163106   364,841 5,876 SH   SOLE   5,876 0 0
DYNATRACE INC COM NEW 268150109   614,905 11,500 SH   SOLE   11,500 0 0
EOG RES INC COM 26875P101   3,013,260 24,512 SH   SOLE   24,512 0 0
ECOLAB INC COM 278865100   1,599,642 6,265 SH   SOLE   6,265 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   585,067 8,866 SH   SOLE   8,866 0 0
EMERSON ELEC CO COM 291011104   560,303 5,123 SH   SOLE   5,123 0 0
ENPHASE ENERGY INC COM 29355A107   324,593 2,872 SH   SOLE   2,872 0 0
EQUITABLE HLDGS INC COM 29452E101   387,979 9,231 SH   SOLE   9,231 0 0
EXACT SCIENCES CORP COM 30063P105   474,933 6,972 SH   SOLE   6,972 0 0
EXXON MOBIL CORP COM 30231G102   3,323,421 28,352 SH   SOLE   28,352 0 0
META PLATFORMS INC CL A 30303M102   40,037,026 69,941 SH   SOLE   69,941 0 0
FORTINET INC COM 34959E109   379,995 4,900 SH   SOLE   4,900 0 0
FORTIVE CORP COM 34959J108   383,284 4,856 SH   SOLE   4,856 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,610,020 32,252 SH   SOLE   32,252 0 0
GALLAGHER ARTHUR J & CO COM 363576109   1,987,316 7,063 SH   SOLE   7,063 0 0
GE AEROSPACE COM NEW 369604301   16,854,149 89,374 SH   SOLE   89,374 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   11,880,660 23,996 SH   SOLE   23,996 0 0
GRAINGER W W INC COM 384802104   1,436,674 1,383 SH   SOLE   1,383 0 0
HCA HEALTHCARE INC COM 40412C101   2,693,818 6,628 SH   SOLE   6,628 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   1,210,089 10,289 SH   SOLE   10,289 0 0
HEICO CORP NEW CL A 422806208   2,222,003 10,905 SH   SOLE   10,905 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   835,102 3,623 SH   SOLE   3,623 0 0
HOME DEPOT INC COM 437076102   14,384,195 35,499 SH   SOLE   35,499 0 0
HOST HOTELS & RESORTS INC COM 44107P104   373,648 21,230 SH   SOLE   21,230 0 0
HOWMET AEROSPACE INC COM 443201108   1,108,565 11,058 SH   SOLE   11,058 0 0
ILLUMINA INC COM 452327109   259,777 1,992 SH   SOLE   1,992 0 0
INCYTE CORP COM 45337C102   479,423 7,253 SH   SOLE   7,253 0 0
INSULET CORP COM 45784P101   7,863,924 33,787 SH   SOLE   33,787 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   11,689,933 72,771 SH   SOLE   72,771 0 0
INTUIT COM 461202103   12,536,748 20,188 SH   SOLE   20,188 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   2,800,730 5,701 SH   SOLE   5,701 0 0
INVITATION HOMES INC COM 46187W107   920,780 26,114 SH   SOLE   26,114 0 0
IQVIA HLDGS INC COM 46266C105   375,124 1,583 SH   SOLE   1,583 0 0
ISHARES TR CORE S&P500 ETF 464287200   495,354,558 858,768 SH   SOLE   858,768 0 0
ISHARES TR IBOXX INV CP ETF 464287242   2,160,219,177 19,120,368 SH   SOLE   19,120,368 0 0
ISHARES TR CORE HIGH DV ETF 46429B663   353,821,191 3,008,172 SH   SOLE   3,008,172 0 0
JPMORGAN CHASE & CO. COM 46625H100   26,761,719 126,917 SH   SOLE   126,917 0 0
JOHNSON & JOHNSON COM 478160104   4,036,104 24,905 SH   SOLE   24,905 0 0
KLA CORP COM NEW 482480100   734,141 948 SH   SOLE   948 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,033,840 6,505 SH   SOLE   6,505 0 0
ELI LILLY & CO COM 532457108   27,669,678 31,232 SH   SOLE   31,232 0 0
LOCKHEED MARTIN CORP COM 539830109   1,042,855 1,784 SH   SOLE   1,784 0 0
MARATHON PETE CORP COM 56585A102   1,267,277 7,779 SH   SOLE   7,779 0 0
MASTERCARD INCORPORATED CL A 57636Q104   12,965,707 26,257 SH   SOLE   26,257 0 0
MCDONALDS CORP COM 580135101   1,415,972 4,650 SH   SOLE   4,650 0 0
MCKESSON CORP COM 58155Q103   1,435,301 2,903 SH   SOLE   2,903 0 0
MERCADOLIBRE INC COM 58733R102   2,039,648 994 SH   SOLE   994 0 0
MERCK & CO INC COM 58933Y105   12,560,304 110,605 SH   SOLE   110,605 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   689,862 460 SH   SOLE   460 0 0
MICROSOFT CORP COM 594918104   93,168,986 216,521 SH   SOLE   216,521 0 0
MICRON TECHNOLOGY INC COM 595112103   13,841,448 133,463 SH   SOLE   133,463 0 0
MONDELEZ INTL INC CL A 609207105   7,610,332 103,303 SH   SOLE   103,303 0 0
MONOLITHIC PWR SYS INC COM 609839105   1,099,231 1,189 SH   SOLE   1,189 0 0
MORGAN STANLEY COM NEW 617446448   880,828 8,450 SH   SOLE   8,450 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   2,866,841 6,376 SH   SOLE   6,376 0 0
NVR INC COM 62944T105   1,226,475 125 SH   SOLE   125 0 0
NETFLIX INC COM 64110L106   12,146,249 17,125 SH   SOLE   17,125 0 0
NEXTERA ENERGY INC COM 65339F101   4,099,959 48,503 SH   SOLE   48,503 0 0
NVIDIA CORPORATION COM 67066G104   83,986,447 691,588 SH   SOLE   691,588 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   1,018,014 884 SH   SOLE   884 0 0
ON SEMICONDUCTOR CORP COM 682189105   611,739 8,425 SH   SOLE   8,425 0 0
ONEOK INC NEW COM 682680103   451,549 4,955 SH   SOLE   4,955 0 0
ORACLE CORP COM 68389X105   3,286,505 19,287 SH   SOLE   19,287 0 0
PALO ALTO NETWORKS INC COM 697435105   1,819,060 5,322 SH   SOLE   5,322 0 0
PAYPAL HLDGS INC COM 70450Y103   1,015,248 13,011 SH   SOLE   13,011 0 0
PEPSICO INC COM 713448108   3,172,963 18,659 SH   SOLE   18,659 0 0
PHILIP MORRIS INTL INC COM 718172109   2,121,829 17,478 SH   SOLE   17,478 0 0
PINTEREST INC CL A 72352L106   1,317,945 40,715 SH   SOLE   40,715 0 0
PROCTER AND GAMBLE CO COM 742718109   14,226,128 82,137 SH   SOLE   82,137 0 0
PROGRESSIVE CORP COM 743315103   13,488,867 53,156 SH   SOLE   53,156 0 0
PROLOGIS INC. COM 74340W103   2,274,555 18,012 SH   SOLE   18,012 0 0
QUALCOMM INC COM 747525103   690,573 4,061 SH   SOLE   4,061 0 0
QUANTA SVCS INC COM 74762E102   2,449,004 8,214 SH   SOLE   8,214 0 0
RTX CORPORATION COM 75513E101   577,449 4,766 SH   SOLE   4,766 0 0
REALTY INCOME CORP COM 756109104   1,467,412 23,138 SH   SOLE   23,138 0 0
REGENERON PHARMACEUTICALS COM 75886F107   916,681 872 SH   SOLE   872 0 0
REPUBLIC SVCS INC COM 760759100   2,250,011 11,203 SH   SOLE   11,203 0 0
ROPER TECHNOLOGIES INC COM 776696106   1,417,253 2,547 SH   SOLE   2,547 0 0
S&P GLOBAL INC COM 78409V104   19,793,779 38,314 SH   SOLE   38,314 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   203,921,189 355,412 SH   SOLE   355,412 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   749,892 10,105 SH   SOLE   10,105 0 0
SPDR SER TR PRTFLO S&P500 HI 78468R788   483,531,465 10,592,146 SH   SOLE   10,592,146 0 0
SALESFORCE INC COM 79466L302   1,364,992 4,987 SH   SOLE   4,987 0 0
SCHLUMBERGER LTD COM STK 806857108   1,560,498 37,199 SH   SOLE   37,199 0 0
SCHWAB CHARLES CORP COM 808513105   1,301,190 20,077 SH   SOLE   20,077 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   18,163,486 188,457 SH   SOLE   188,457 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   27,240,828 310,260 SH   SOLE   310,260 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   19,170,443 429,157 SH   SOLE   429,157 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   20,163,738 249,613 SH   SOLE   249,613 0 0
SEMPRA COM 816851109   1,431,996 17,123 SH   SOLE   17,123 0 0
SERVICENOW INC COM 81762P102   4,005,973 4,479 SH   SOLE   4,479 0 0
SHERWIN WILLIAMS CO COM 824348106   506,476 1,327 SH   SOLE   1,327 0 0
SNOWFLAKE INC CL A 833445109   813,783 7,085 SH   SOLE   7,085 0 0
SOUTHERN CO COM 842587107   1,494,012 16,567 SH   SOLE   16,567 0 0
BLOCK INC CL A 852234103   488,438 7,276 SH   SOLE   7,276 0 0
STRYKER CORPORATION COM 863667101   1,904,563 5,272 SH   SOLE   5,272 0 0
SYNOPSYS INC COM 871607107   2,379,527 4,699 SH   SOLE   4,699 0 0
TJX COS INC NEW COM 872540109   13,727,144 116,787 SH   SOLE   116,787 0 0
T-MOBILE US INC COM 872590104   1,750,346 8,482 SH   SOLE   8,482 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,099,323 12,088 SH   SOLE   12,088 0 0
TARGA RES CORP COM 87612G101   426,121 2,879 SH   SOLE   2,879 0 0
TESLA INC COM 88160R101   19,019,193 72,695 SH   SOLE   72,695 0 0
TEXAS INSTRS INC COM 882508104   979,762 4,743 SH   SOLE   4,743 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   9,801,242 15,845 SH   SOLE   15,845 0 0
TRADEWEB MKTS INC CL A 892672106   2,637,634 21,328 SH   SOLE   21,328 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,010,696 4,317 SH   SOLE   4,317 0 0
TYSON FOODS INC CL A 902494103   206,971 3,475 SH   SOLE   3,475 0 0
US BANCORP DEL COM NEW 902973304   2,143,639 46,876 SH   SOLE   46,876 0 0
UBER TECHNOLOGIES INC COM 90353T100   15,229,746 202,631 SH   SOLE   202,631 0 0
UNION PAC CORP COM 907818108   2,118,496 8,595 SH   SOLE   8,595 0 0
UNITED PARCEL SERVICE INC CL B 911312106   818,585 6,004 SH   SOLE   6,004 0 0
UNITEDHEALTH GROUP INC COM 91324P102   27,856,494 47,644 SH   SOLE   47,644 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   175,732,329 1,370,767 SH   SOLE   1,370,767 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813   230,124,590 2,833,000 SH   SOLE   2,833,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,578,811 35,155 SH   SOLE   35,155 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   12,827,371 27,581 SH   SOLE   27,581 0 0
VICI PPTYS INC COM 925652109   2,243,695 67,358 SH   SOLE   67,358 0 0
VISA INC COM CL A 92826C839   21,911,865 79,694 SH   SOLE   79,694 0 0
VULCAN MATLS CO COM 929160109   1,995,176 7,967 SH   SOLE   7,967 0 0
WALMART INC COM 931142103   23,741,065 294,007 SH   SOLE   294,007 0 0
WASTE CONNECTIONS INC COM 94106B101   929,864 5,200 SH   SOLE   5,200 0 0
WASTE MGMT INC DEL COM 94106L109   13,338,715 64,252 SH   SOLE   64,252 0 0
WELLS FARGO CO NEW COM 949746101   2,584,361 45,749 SH   SOLE   45,749 0 0
WELLTOWER INC COM 95040Q104   3,244,536 25,342 SH   SOLE   25,342 0 0
WILLIAMS COS INC COM 969457100   1,123,812 24,618 SH   SOLE   24,618 0 0
WORKDAY INC CL A 98138H101   242,699 993 SH   SOLE   993 0 0
XYLEM INC COM 98419M100   2,032,472 15,052 SH   SOLE   15,052 0 0
ZOETIS INC CL A 98978V103   9,698,859 49,641 SH   SOLE   49,641 0 0
ZSCALER INC COM 98980G102   907,008 5,306 SH   SOLE   5,306 0 0
AMCOR PLC ORD G0250X107   338,892 29,911 SH   SOLE   29,911 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,689,281 4,779 SH   SOLE   4,779 0 0
EATON CORP PLC SHS G29183103   15,957,510 48,146 SH   SOLE   48,146 0 0
LINDE PLC SHS G54950103   4,488,206 9,412 SH   SOLE   9,412 0 0
APTIV PLC SHS G6095L109   1,382,952 19,205 SH   SOLE   19,205 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   265,503 683 SH   SOLE   683 0 0
CHUBB LIMITED COM H1467J104   12,945,250 44,888 SH   SOLE   44,888 0 0
GARMIN LTD SHS H2906T109   545,341 3,098 SH   SOLE   3,098 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   532,080 3,000 SH   SOLE   3,000 0 0
AES CORP COM 00130H105   243,107 12,119 SH   SOLE   12,119 0 0
CARLISLE COS INC COM 142339100   859,023 1,910 SH   SOLE   1,910 0 0
CHURCH & DWIGHT CO INC COM 171340102   206,822 1,975 SH   SOLE   1,975 0 0
DAVITA INC COM 23918K108   398,678 2,432 SH   SOLE   2,432 0 0
FEDEX CORP COM 31428X106   1,244,697 4,548 SH   SOLE   4,548 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   420,425 5,020 SH   SOLE   5,020 0 0
HUNTINGTON BANCSHARES INC COM 446150104   883,470 60,100 SH   SOLE   60,100 0 0
MONGODB INC CL A 60937P106   577,738 2,137 SH   SOLE   2,137 0 0
PRUDENTIAL FINL INC COM 744320102   653,940 5,400 SH   SOLE   5,400 0 0
RESMED INC COM 761152107   316,380 1,296 SH   SOLE   1,296 0 0
SNAP ON INC COM 833034101   210,619 727 SH   SOLE   727 0 0
VERISK ANALYTICS INC COM 92345Y106   1,255,393 4,685 SH   SOLE   4,685 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,520,750 10,399 SH   SOLE   10,399 0 0
FAIR ISAAC CORP COM 303250104   1,169,999 602 SH   SOLE   602 0 0
ROBINHOOD MKTS INC COM CL A 770700102   654,308 27,938 SH   SOLE   27,938 0 0
VENTAS INC COM 92276F100   207,396 3,234 SH   SOLE   3,234 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   1,227,741 8,585 SH   SOLE   8,585 0 0
CENCORA INC COM 03073E105   250,964 1,115 SH   SOLE   1,115 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   595,201 6,929 SH   SOLE   6,929 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   1,436,281 16,100 SH   SOLE   16,100 0 0
PULTE GROUP INC COM 745867101   1,873,067 13,050 SH   SOLE   13,050 0 0
VERISIGN INC COM 92343E102   215,415 1,134 SH   SOLE   1,134 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,583,059 25,963 SH   SOLE   25,963 0 0
CELSIUS HLDGS INC COM NEW 15118V207   279,104 8,900 SH   SOLE   8,900 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   668,276 5,800 SH   SOLE   5,800 0 0
SEI INVTS CO COM 784117103   306,581 4,431 SH   SOLE   4,431 0 0
APPLOVIN CORP COM CL A 03831W108   981,997 7,522 SH   SOLE   7,522 0 0
BAKER HUGHES COMPANY CL A 05722G100   630,420 17,439 SH   SOLE   17,439 0 0
GE VERNOVA INC COM 36828A101   3,525,099 13,825 SH   SOLE   13,825 0 0
MANHATTAN ASSOCIATES INC COM 562750109   324,150 1,152 SH   SOLE   1,152 0 0
WABTEC COM 929740108   545,310 3,000 SH   SOLE   3,000 0 0
WILLIAMS SONOMA INC COM 969904101   221,226 1,428 SH   SOLE   1,428 0 0
DTE ENERGY CO COM 233331107   505,550 3,937 SH   SOLE   3,937 0 0
LAM RESEARCH CORP COM 512807108   1,376,727 1,687 SH   SOLE   1,687 0 0
SMURFIT WESTROCK PLC SHS G8267P108   1,434,070 29,018 SH   SOLE   29,018 0 0
STANLEY BLACK & DECKER INC COM 854502101   310,897 2,823 SH   SOLE   2,823 0 0
SUPER MICRO COMPUTER INC COM 86800U104   513,838 1,234 SH   SOLE   1,234 0 0