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
AGILENT TECHNOLOGIES INC COM 00846U101   9,447 70,324 SH   SOLE   70,324 0 0
APPLE INC COM 037833100   674,983 2,695,399 SH   SOLE   2,695,399 0 0
ABBVIE INC COM 00287Y109   84,867 477,584 SH   SOLE   477,584 0 0
AIRBNB INC COM CL A 009066101   10,723 81,600 SH   SOLE   81,600 0 0
ABBOTT LABS COM 002824100   32,733 289,388 SH   SOLE   289,388 0 0
ARCH CAP GROUP LTD ORD G0450A105   14,882 161,150 SH   SOLE   161,150 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   1,547 78,773 SH   SOLE   78,773 0 0
AECOM COM 00766T100   8,949 83,777 SH   SOLE   83,777 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   53,809 152,958 SH   SOLE   152,958 0 0
ADOBE INC COM 00724F101   42,922 96,523 SH   SOLE   96,523 0 0
ANALOG DEVICES INC COM 032654105   17,859 84,059 SH   SOLE   84,059 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   5,640 111,643 SH   SOLE   111,643 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   27,756 94,817 SH   SOLE   94,817 0 0
AUTODESK INC COM 052769106   13,118 44,382 SH   SOLE   44,382 0 0
AERCAP HOLDINGS NV SHS N00985106   3,908 40,834 SH   SOLE   40,834 0 0
AES CORP COM 00130H105   583 45,300 SH   SOLE   45,300 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104   4,883 35,658 SH   SOLE   35,658 0 0
AFLAC INC COM 001055102   19,030 183,974 SH   SOLE   183,974 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   11,017 151,326 SH   SOLE   151,326 0 0
ASSURANT INC COM 04621X108   5,760 27,014 SH   SOLE   27,014 0 0
GALLAGHER ARTHUR J & CO COM 363576109   17,512 61,694 SH   SOLE   61,694 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   5,586 58,396 SH   SOLE   58,396 0 0
ALBEMARLE CORP COM 012653101   491 5,700 SH   SOLE   5,700 0 0
ALIGN TECHNOLOGY INC COM 016255101   2,671 12,808 SH   SOLE   12,808 0 0
ALLSTATE CORP COM 020002101   13,911 72,155 SH   SOLE   72,155 0 0
ALLEGION PLC ORD SHS G0176J109   1,781 13,632 SH   SOLE   13,632 0 0
ALLY FINL INC COM 02005N100   3,150 87,483 SH   SOLE   87,483 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   6,851 29,115 SH   SOLE   29,115 0 0
APPLIED MATLS INC COM 038222105   29,350 180,472 SH   SOLE   180,472 0 0
AMCOR PLC ORD G0250X107   4,465 474,500 SH   SOLE   474,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107   31,623 261,802 SH   SOLE   261,802 0 0
AMETEK INC COM 031100100   4,638 25,728 SH   SOLE   25,728 0 0
AMGEN INC COM 031162100   36,315 139,329 SH   SOLE   139,329 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   2,915 77,900 SH   SOLE   77,900 0 0
AMERIPRISE FINL INC COM 03076C106   9,712 18,241 SH   SOLE   18,241 0 0
AMERICAN TOWER CORP NEW COM 03027X100   14,083 76,784 SH   SOLE   76,784 0 0
AMAZON COM INC COM 023135106   337,696 1,539,246 SH   SOLE   1,539,246 0 0
ARISTA NETWORKS INC COM DELETED 040413106   24,768 224,084 SH   SOLE   224,084 0 0
ANSYS INC COM 03662Q105   5,636 16,707 SH   SOLE   16,707 0 0
AON PLC SHS CL A G0403H108   20,000 55,685 SH   SOLE   55,685 0 0
SMITH A O CORP COM 831865209   1,634 23,952 SH   SOLE   23,952 0 0
AMPHENOL CORP NEW CL A 032095101   19,200 276,464 SH   SOLE   276,464 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   12,373 74,915 SH   SOLE   74,915 0 0
APPLOVIN CORP COM CL A 03831W108   15,252 47,100 SH   SOLE   47,100 0 0
APTIV PLC COM SHS ADDED G3265R107   2,259 37,359 SH   SOLE   37,359 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   2,291 23,488 SH   SOLE   23,488 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   6,267 35,400 SH   SOLE   35,400 0 0
AVALONBAY CMNTYS INC COM 053484101   5,845 26,571 SH   SOLE   26,571 0 0
BROADCOM INC COM 11135F101   164,256 708,490 SH   SOLE   708,490 0 0
AVANTOR INC COM 05352A100   2,661 126,317 SH   SOLE   126,317 0 0
AVERY DENNISON CORP COM 053611109   2,283 12,200 SH   SOLE   12,200 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   2,566 20,615 SH   SOLE   20,615 0 0
AXON ENTERPRISE INC COM 05464C101   7,251 12,200 SH   SOLE   12,200 0 0
AMERICAN EXPRESS CO COM 025816109   29,935 100,863 SH   SOLE   100,863 0 0
AUTOZONE INC COM 053332102   18,325 5,723 SH   SOLE   5,723 0 0
ASPEN TECHNOLOGY INC COM 29109X106   3,807 15,250 SH   SOLE   15,250 0 0
BANK AMERICA CORP COM 060505104   49,943 1,136,370 SH   SOLE   1,136,370 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   7,693 59,777 SH   SOLE   59,777 0 0
BALL CORP COM 058498106   617 11,200 SH   SOLE   11,200 0 0
BAXTER INTL INC COM 071813109   1,943 66,634 SH   SOLE   66,634 0 0
BATH & BODY WORKS INC COM 070830104   0 5 SH   SOLE   5 0 0
BEST BUY INC COM 086516101   5,090 59,322 SH   SOLE   59,322 0 0
BECTON DICKINSON & CO COM 075887109   12,420 54,746 SH   SOLE   54,746 0 0
FRANKLIN RESOURCES INC COM 354613101   1,268 62,494 SH   SOLE   62,494 0 0
BROWN FORMAN CORP CL B 115637209   2,352 61,936 SH   SOLE   61,936 0 0
BUNGE GLOBAL COM SHS H11356104   2,796 35,954 SH   SOLE   35,954 0 0
BIOGEN INC COM 09062X103   4,560 29,821 SH   SOLE   29,821 0 0
BIO RAD LABS INC CL A 090572207   1,143 3,480 SH   SOLE   3,480 0 0
BANK NEW YORK MELLON CORP COM 064058100   11,949 155,527 SH   SOLE   155,527 0 0
BOOKING HOLDINGS INC COM 09857L108   27,858 5,607 SH   SOLE   5,607 0 0
BAKER HUGHES COMPANY CL A 05722G100   54,315 1,324,103 SH   SOLE   1,324,103 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,930 13,500 SH   SOLE   13,500 0 0
BLACKROCK INC COM ADDED 09290D101   42,297 41,261 SH   SOLE   41,261 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   5,079 77,269 SH   SOLE   77,269 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   24,112 426,306 SH   SOLE   426,306 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   6,250 27,642 SH   SOLE   27,642 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   93,992 207,359 SH   SOLE   207,359 0 0
BROWN & BROWN INC COM 115236101   9,023 88,443 SH   SOLE   88,443 0 0
BOSTON SCIENTIFIC CORP COM 101137107   22,826 255,558 SH   SOLE   255,558 0 0
BENTLEY SYS INC COM CL B 08265T208   2,224 47,613 SH   SOLE   47,613 0 0
BURLINGTON STORES INC COM 122017106   3,926 13,772 SH   SOLE   13,772 0 0
BLACKSTONE INC COM 09260D107   28,201 163,561 SH   SOLE   163,561 0 0
BXP INC COM 101121101   2,313 31,100 SH   SOLE   31,100 0 0
CITIGROUP INC COM NEW 172967424   23,078 327,864 SH   SOLE   327,864 0 0
CONAGRA BRANDS INC COM 205887102   2,824 101,780 SH   SOLE   101,780 0 0
CARDINAL HEALTH INC COM 14149Y108   6,211 52,517 SH   SOLE   52,517 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   9,146 133,989 SH   SOLE   133,989 0 0
CATERPILLAR INC COM 149123101   36,438 100,446 SH   SOLE   100,446 0 0
CHUBB LIMITED COM H1467J104   29,333 106,164 SH   SOLE   106,164 0 0
CBOE GLOBAL MKTS INC COM 12503M108   11,380 58,242 SH   SOLE   58,242 0 0
CBRE GROUP INC CL A 12504L109   6,369 48,513 SH   SOLE   48,513 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   5,487 71,433 SH   SOLE   71,433 0 0
CROWN CASTLE INC COM 22822V101   7,581 83,525 SH   SOLE   83,525 0 0
CROWN HLDGS INC COM 228368106   6,797 82,200 SH   SOLE   82,200 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   4,045 162,300 SH   SOLE   162,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   17,247 57,403 SH   SOLE   57,403 0 0
CDW CORP COM 12514G108   5,839 33,551 SH   SOLE   33,551 0 0
CELANESE CORP DEL COM 150870103   962 13,900 SH   SOLE   13,900 0 0
CONSTELLATION ENERGY CORP COM 21037T109   3,175 14,194 SH   SOLE   14,194 0 0
CITIZENS FINL GROUP INC COM 174610105   4,165 95,184 SH   SOLE   95,184 0 0
CARLYLE GROUP INC COM 14316J108   2,048 40,565 SH   SOLE   40,565 0 0
CHURCH & DWIGHT CO INC COM 171340102   10,784 102,993 SH   SOLE   102,993 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   12,201 65,349 SH   SOLE   65,349 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   93 900 SH   SOLE   900 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   5,083 14,829 SH   SOLE   14,829 0 0
THE CIGNA GROUP COM 125523100   13,836 50,104 SH   SOLE   50,104 0 0
CINCINNATI FINL CORP COM 172062101   6,091 42,386 SH   SOLE   42,386 0 0
COLGATE PALMOLIVE CO COM 194162103   30,390 334,284 SH   SOLE   334,284 0 0
CLOROX CO DEL COM 189054109   3,562 21,931 SH   SOLE   21,931 0 0
COMCAST CORP NEW CL A 20030N101   35,522 946,491 SH   SOLE   946,491 0 0
CME GROUP INC COM 12572Q105   24,418 105,145 SH   SOLE   105,145 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   17,406 288,650 SH   SOLE   288,650 0 0
CUMMINS INC COM 231021106   13,724 39,370 SH   SOLE   39,370 0 0
CENTENE CORP DEL COM 15135B101   5,716 94,360 SH   SOLE   94,360 0 0
CNH INDL N V SHS N20944109   1,178 103,983 SH   SOLE   103,983 0 0
CORE & MAIN INC CL A 21874C102   3,055 60,000 SH   SOLE   60,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   12,858 72,109 SH   SOLE   72,109 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   10,627 42,800 SH   SOLE   42,800 0 0
COOPER COS INC COM 216648501   3,504 38,120 SH   SOLE   38,120 0 0
CENCORA INC COM 03073E105   14,709 65,466 SH   SOLE   65,466 0 0
COSTCO WHSL CORP NEW COM 22160K105   82,699 90,256 SH   SOLE   90,256 0 0
CORPAY INC COM SHS 219948106   6,718 19,852 SH   SOLE   19,852 0 0
THE CAMPBELLS COMPANY COM 134429109   3,769 90,000 SH   SOLE   90,000 0 0
COPART INC COM 217204106   9,811 170,956 SH   SOLE   170,956 0 0
CAMDEN PPTY TR SH BEN INT 133131102   2,706 23,321 SH   SOLE   23,321 0 0
COREBRIDGE FINL INC COM 21871X109   1,185 39,600 SH   SOLE   39,600 0 0
CRH PLC ORD G25508105   16,802 181,600 SH   SOLE   181,600 0 0
CHARLES RIV LABS INTL INC COM 159864107   1,815 9,830 SH   SOLE   9,830 0 0
SALESFORCE INC COM 79466L302   52,374 156,655 SH   SOLE   156,655 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   13,254 38,737 SH   SOLE   38,737 0 0
CISCO SYS INC COM 17275R102   79,048 1,335,268 SH   SOLE   1,335,268 0 0
COSTAR GROUP INC COM 22160N109   5,854 81,770 SH   SOLE   81,770 0 0
CARLISLE COS INC COM 142339100   4,647 12,600 SH   SOLE   12,600 0 0
CSX CORP COM 126408103   5,085 157,563 SH   SOLE   157,563 0 0
CINTAS CORP COM 172908105   13,602 74,448 SH   SOLE   74,448 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   13,105 170,420 SH   SOLE   170,420 0 0
CORTEVA INC COM 22052L104   6,556 115,101 SH   SOLE   115,101 0 0
CARVANA CO CL A 146869102   4,982 24,500 SH   SOLE   24,500 0 0
CVS HEALTH CORP COM 126650100   13,625 303,519 SH   SOLE   303,519 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   4,742 14,235 SH   SOLE   14,235 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   0 8 SH   SOLE   8 0 0
DOMINION ENERGY INC COM 25746U109   8,343 154,900 SH   SOLE   154,900 0 0
DOORDASH INC CL A 25809K105   11,759 70,100 SH   SOLE   70,100 0 0
DAYFORCE INC COM 15677J108   2,416 33,254 SH   SOLE   33,254 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,695 22,225 SH   SOLE   22,225 0 0
DATADOG INC CL A COM 23804L103   8,918 62,411 SH   SOLE   62,411 0 0
DEERE & CO COM 244199105   17,712 41,803 SH   SOLE   41,803 0 0
DECKERS OUTDOOR CORP COM 243537107   7,372 36,300 SH   SOLE   36,300 0 0
DELL TECHNOLOGIES INC CL C 24703L202   5,861 50,856 SH   SOLE   50,856 0 0
DISCOVER FINL SVCS COM 254709108   8,519 49,178 SH   SOLE   49,178 0 0
DOLLAR GEN CORP NEW COM 256677105   2,489 32,834 SH   SOLE   32,834 0 0
QUEST DIAGNOSTICS INC COM 74834L100   3,775 25,020 SH   SOLE   25,020 0 0
D R HORTON INC COM 23331A109   8,311 59,438 SH   SOLE   59,438 0 0
DANAHER CORPORATION COM 235851102   23,591 102,772 SH   SOLE   102,772 0 0
DISNEY WALT CO COM 254687106   32,971 296,100 SH   SOLE   296,100 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   3,701 99,500 SH   SOLE   99,500 0 0
DICKS SPORTING GOODS INC COM 253393102   4,577 20,000 SH   SOLE   20,000 0 0
DIGITAL RLTY TR INC COM 253868103   9,647 54,400 SH   SOLE   54,400 0 0
DOLLAR TREE INC COM 256746108   2,416 32,244 SH   SOLE   32,244 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   2,213 109,200 SH   SOLE   109,200 0 0
DOCUSIGN INC COM 256163106   5,504 61,200 SH   SOLE   61,200 0 0
DOVER CORP COM 260003108   6,690 35,662 SH   SOLE   35,662 0 0
DOW INC COM 260557103   1,617 40,283 SH   SOLE   40,283 0 0
AMDOCS LTD SHS G02602103   1,533 18,000 SH   SOLE   18,000 0 0
DOMINOS PIZZA INC COM 25754A201   3,241 7,721 SH   SOLE   7,721 0 0
DARDEN RESTAURANTS INC COM 237194105   6,133 32,853 SH   SOLE   32,853 0 0
DYNATRACE INC COM NEW 268150109   5,514 101,446 SH   SOLE   101,446 0 0
DAVITA INC COM 23918K108   1,486 9,939 SH   SOLE   9,939 0 0
DEXCOM INC COM 252131107   4,926 63,344 SH   SOLE   63,344 0 0
ELECTRONIC ARTS INC COM 285512109   13,290 90,839 SH   SOLE   90,839 0 0
EBAY INC. COM 278642103   6,358 102,624 SH   SOLE   102,624 0 0
ECOLAB INC COM 278865100   16,797 71,685 SH   SOLE   71,685 0 0
EQUIFAX INC COM 294429105   6,128 24,044 SH   SOLE   24,044 0 0
EVEREST GROUP LTD COM G3223R108   4,345 11,987 SH   SOLE   11,987 0 0
EDISON INTL COM 281020107   14,426 180,687 SH   SOLE   180,687 0 0
LAUDER ESTEE COS INC CL A 518439104   3,534 47,132 SH   SOLE   47,132 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   2,906 43,639 SH   SOLE   43,639 0 0
ELEVANCE HEALTH INC COM 036752103   18,413 49,912 SH   SOLE   49,912 0 0
EMCOR GROUP INC COM 29084Q100   5,991 13,200 SH   SOLE   13,200 0 0
EASTMAN CHEM CO COM 277432100   3,023 33,100 SH   SOLE   33,100 0 0
EMERSON ELEC CO COM 291011104   14,682 118,473 SH   SOLE   118,473 0 0
ENPHASE ENERGY INC COM 29355A107   2,251 32,770 SH   SOLE   32,770 0 0
ENTEGRIS INC COM 29362U104   2,982 30,100 SH   SOLE   30,100 0 0
EPAM SYS INC COM 29414B104   2,802 11,983 SH   SOLE   11,983 0 0
EQUITABLE HLDGS INC COM 29452E101   1,750 37,097 SH   SOLE   37,097 0 0
EQUINIX INC COM 29444U700   13,162 13,959 SH   SOLE   13,959 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   4,318 60,166 SH   SOLE   60,166 0 0
ERIE INDTY CO CL A 29530P102   5,917 14,354 SH   SOLE   14,354 0 0
ESSEX PPTY TR INC COM 297178105   3,345 11,718 SH   SOLE   11,718 0 0
EATON CORP PLC SHS G29183103   18,719 56,405 SH   SOLE   56,405 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   8,252 111,466 SH   SOLE   111,466 0 0
EXACT SCIENCES CORP COM 30063P105   2,612 46,488 SH   SOLE   46,488 0 0
EXELON CORP COM 30161N101   3,544 94,168 SH   SOLE   94,168 0 0
EXPEDITORS INTL WASH INC COM 302130109   554 5,000 SH   SOLE   5,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   3,681 19,754 SH   SOLE   19,754 0 0
EXTRA SPACE STORAGE INC COM 30225T102   6,127 40,956 SH   SOLE   40,956 0 0
FORD MTR CO COM 345370860   5,980 604,060 SH   SOLE   604,060 0 0
FASTENAL CO COM 311900104   11,059 153,784 SH   SOLE   153,784 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   912 13,354 SH   SOLE   13,354 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   7,216 3,415 SH   SOLE   3,415 0 0
FACTSET RESH SYS INC COM 303075105   6,070 12,639 SH   SOLE   12,639 0 0
FEDEX CORP COM 31428X106   506 1,800 SH   SOLE   1,800 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   6,873 39,600 SH   SOLE   39,600 0 0
F5 INC COM 315616102   8,922 35,480 SH   SOLE   35,480 0 0
FISERV INC COM 337738108   22,038 107,283 SH   SOLE   107,283 0 0
FAIR ISAAC CORP COM 303250104   11,846 5,950 SH   SOLE   5,950 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   8,030 99,417 SH   SOLE   99,417 0 0
FIFTH THIRD BANCORP COM 316773100   7,587 179,444 SH   SOLE   179,444 0 0
FLUTTER ENTMT PLC SHS G3643J108   10,918 42,244 SH   SOLE   42,244 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   5,152 91,778 SH   SOLE   91,778 0 0
FOX CORP CL B COM 35137L204   3,530 77,186 SH   SOLE   77,186 0 0
FOX CORP CL A COM 35137L105   2,356 48,488 SH   SOLE   48,488 0 0
FIRST SOLAR INC COM 336433107   3,701 21,000 SH   SOLE   21,000 0 0
FORTINET INC COM 34959E109   12,961 137,180 SH   SOLE   137,180 0 0
FORTIVE CORP COM 34959J108   3,459 46,119 SH   SOLE   46,119 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   1,136 14,198 SH   SOLE   14,198 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   9,868 106,497 SH   SOLE   106,497 0 0
GODADDY INC CL A 380237107   13,351 67,644 SH   SOLE   67,644 0 0
GE AEROSPACE COM NEW 369604301   26,814 160,765 SH   SOLE   160,765 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   5,641 72,155 SH   SOLE   72,155 0 0
GEN DIGITAL INC COM 668771108   5,809 212,173 SH   SOLE   212,173 0 0
GE VERNOVA INC COM 36828A101   11,863 36,066 SH   SOLE   36,066 0 0
GRACO INC COM 384109104   7,580 89,931 SH   SOLE   89,931 0 0
GILEAD SCIENCES INC COM 375558103   26,544 287,363 SH   SOLE   287,363 0 0
GENERAL MLS INC COM 370334104   17,338 271,877 SH   SOLE   271,877 0 0
GLOBAL E ONLINE LTD SHS M5216V106   1,678 30,768 SH   SOLE   30,768 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   5,952 123,579 SH   SOLE   123,579 0 0
CORNING INC COM 219350105   10,101 212,571 SH   SOLE   212,571 0 0
GENERAL MTRS CO COM 37045V100   9,039 169,689 SH   SOLE   169,689 0 0
ALPHABET INC CAP STK CL C 02079K107   181,998 955,673 SH   SOLE   955,673 0 0
ALPHABET INC CAP STK CL A 02079K305   207,514 1,096,220 SH   SOLE   1,096,220 0 0
GENUINE PARTS CO COM 372460105   3,706 31,740 SH   SOLE   31,740 0 0
GLOBAL PMTS INC COM 37940X102   5,699 50,860 SH   SOLE   50,860 0 0
GARMIN LTD SHS H2906T109   8,684 42,101 SH   SOLE   42,101 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   28,474 49,725 SH   SOLE   49,725 0 0
GRAINGER W W INC COM 384802104   10,784 10,231 SH   SOLE   10,231 0 0
HYATT HOTELS CORP COM CL A 448579102   474 3,022 SH   SOLE   3,022 0 0
HUNTINGTON BANCSHARES INC COM 446150104   5,910 363,263 SH   SOLE   363,263 0 0
HCA HEALTHCARE INC COM 40412C101   11,366 37,869 SH   SOLE   37,869 0 0
HOME DEPOT INC COM 437076102   92,233 237,109 SH   SOLE   237,109 0 0
HEICO CORP NEW COM 422806109   1,096 4,612 SH   SOLE   4,612 0 0
HEICO CORP NEW CL A 422806208   1,451 7,799 SH   SOLE   7,799 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   4,558 41,664 SH   SOLE   41,664 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   8,478 34,300 SH   SOLE   34,300 0 0
HOLOGIC INC COM 436440101   3,128 43,388 SH   SOLE   43,388 0 0
ROBINHOOD MKTS INC COM CL A 770700102   5,004 134,300 SH   SOLE   134,300 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   7,645 358,060 SH   SOLE   358,060 0 0
HP INC COM 40434L105   7,544 231,199 SH   SOLE   231,199 0 0
HORMEL FOODS CORP COM 440452100   4,353 138,752 SH   SOLE   138,752 0 0
HENRY SCHEIN INC COM 806407102   1,602 23,151 SH   SOLE   23,151 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,539 87,858 SH   SOLE   87,858 0 0
HERSHEY CO COM 427866108   10,300 60,819 SH   SOLE   60,819 0 0
HUBBELL INC COM 443510607   2,389 5,702 SH   SOLE   5,702 0 0
HUBSPOT INC COM 443573100   8,231 11,813 SH   SOLE   11,813 0 0
HUMANA INC COM 444859102   6,676 26,313 SH   SOLE   26,313 0 0
HOWMET AEROSPACE INC COM 443201108   5,190 47,453 SH   SOLE   47,453 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   57,789 262,881 SH   SOLE   262,881 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   15,692 105,306 SH   SOLE   105,306 0 0
IDEXX LABS INC COM 45168D104   8,679 20,992 SH   SOLE   20,992 0 0
IDEX CORP COM 45167R104   7,664 36,618 SH   SOLE   36,618 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   6,918 81,827 SH   SOLE   81,827 0 0
ILLUMINA INC COM 452327109   4,662 34,886 SH   SOLE   34,886 0 0
INCYTE CORP COM 45337C102   5,129 74,264 SH   SOLE   74,264 0 0
INTEL CORP COM 458140100   14,075 702,011 SH   SOLE   702,011 0 0
INTUIT COM 461202103   35,598 56,640 SH   SOLE   56,640 0 0
INVITATION HOMES INC COM 46187W107   3,713 116,133 SH   SOLE   116,133 0 0
SAMSARA INC COM CL A 79589L106   2,482 56,800 SH   SOLE   56,800 0 0
INTERNATIONAL PAPER CO COM 460146103   619 11,500 SH   SOLE   11,500 0 0
INTERPUBLIC GROUP COS INC COM 460690100   4,342 154,954 SH   SOLE   154,954 0 0
IQVIA HLDGS INC COM 46266C105   6,967 35,456 SH   SOLE   35,456 0 0
INGERSOLL RAND INC COM 45687V106   9,315 102,969 SH   SOLE   102,969 0 0
IRON MTN INC DEL COM 46284V101   5,580 53,084 SH   SOLE   53,084 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   35,482 67,979 SH   SOLE   67,979 0 0
GARTNER INC COM 366651107   8,268 17,066 SH   SOLE   17,066 0 0
ILLINOIS TOOL WKS INC COM 452308109   13,427 52,952 SH   SOLE   52,952 0 0
JABIL INC COM 466313103   2,556 17,760 SH   SOLE   17,760 0 0
JOHNSON CTLS INTL PLC SHS G51502105   10,793 136,738 SH   SOLE   136,738 0 0
HENRY JACK & ASSOC INC COM 426281101   5,796 33,066 SH   SOLE   33,066 0 0
JOHNSON & JOHNSON COM 478160104   111,881 773,613 SH   SOLE   773,613 0 0
JUNIPER NETWORKS INC COM 48203R104   6,077 162,271 SH   SOLE   162,271 0 0
JPMORGAN CHASE & CO. COM 46625H100   109,144 455,314 SH   SOLE   455,314 0 0
KELLANOVA COM 487836108   11,100 137,085 SH   SOLE   137,085 0 0
KEURIG DR PEPPER INC COM 49271V100   11,828 368,250 SH   SOLE   368,250 0 0
KEYCORP COM 493267108   2,549 148,713 SH   SOLE   148,713 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   6,877 42,815 SH   SOLE   42,815 0 0
KRAFT HEINZ CO COM 500754106   10,071 327,940 SH   SOLE   327,940 0 0
KIMCO RLTY CORP COM 49446R109   5,829 248,774 SH   SOLE   248,774 0 0
KKR & CO INC COM 48251W104   14,151 95,675 SH   SOLE   95,675 0 0
KLA CORP COM NEW 482480100   17,267 27,402 SH   SOLE   27,402 0 0
KIMBERLY-CLARK CORP COM 494368103   12,448 94,996 SH   SOLE   94,996 0 0
CARMAX INC COM 143130102   1,946 23,800 SH   SOLE   23,800 0 0
COCA COLA CO COM 191216100   76,337 1,226,106 SH   SOLE   1,226,106 0 0
KROGER CO COM 501044101   17,494 286,083 SH   SOLE   286,083 0 0
KENVUE INC COM 49177J102   10,240 479,632 SH   SOLE   479,632 0 0
LOEWS CORP COM 540424108   7,457 88,049 SH   SOLE   88,049 0 0
LENNAR CORP CL A 526057104   6,055 44,401 SH   SOLE   44,401 0 0
LABCORP HOLDINGS INC COM SHS 504922105   2,891 12,607 SH   SOLE   12,607 0 0
LENNOX INTL INC COM 526107107   1,721 2,824 SH   SOLE   2,824 0 0
LINDE PLC SHS G54950103   48,815 116,596 SH   SOLE   116,596 0 0
LKQ CORP COM 501889208   2,006 54,586 SH   SOLE   54,586 0 0
ELI LILLY & CO COM 532457108   134,802 174,614 SH   SOLE   174,614 0 0
CHENIERE ENERGY INC COM NEW 16411R208   39,405 183,390 SH   SOLE   183,390 0 0
LOWES COS INC COM 548661107   23,225 94,105 SH   SOLE   94,105 0 0
LPL FINL HLDGS INC COM 50212V100   5,387 16,500 SH   SOLE   16,500 0 0
LAM RESEARCH CORP COM NEW ADDED 512807306   20,236 280,160 SH   SOLE   280,160 0 0
LULULEMON ATHLETICA INC COM 550021109   9,390 24,554 SH   SOLE   24,554 0 0
LAS VEGAS SANDS CORP COM 517834107   3,965 77,203 SH   SOLE   77,203 0 0
LAMB WESTON HLDGS INC COM 513272104   1,022 15,300 SH   SOLE   15,300 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   3,498 27,012 SH   SOLE   27,012 0 0
MASTERCARD INCORPORATED CL A 57636Q104   94,856 180,139 SH   SOLE   180,139 0 0
MID-AMER APT CMNTYS INC COM 59522J103   2,494 16,134 SH   SOLE   16,134 0 0
MANHATTAN ASSOCIATES INC COM 562750109   4,831 17,876 SH   SOLE   17,876 0 0
MARRIOTT INTL INC NEW CL A 571903202   9,428 33,800 SH   SOLE   33,800 0 0
MASCO CORP COM 574599106   1,536 21,162 SH   SOLE   21,162 0 0
MCDONALDS CORP COM 580135101   63,883 220,370 SH   SOLE   220,370 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   6,190 107,933 SH   SOLE   107,933 0 0
MCKESSON CORP COM 58155Q103   23,112 40,553 SH   SOLE   40,553 0 0
MOODYS CORP COM 615369105   20,281 42,843 SH   SOLE   42,843 0 0
MONGODB INC CL A 60937P106   3,885 16,687 SH   SOLE   16,687 0 0
MONDELEZ INTL INC CL A 609207105   21,678 362,930 SH   SOLE   362,930 0 0
MEDTRONIC PLC SHS G5960L103   23,395 292,879 SH   SOLE   292,879 0 0
MERCADOLIBRE INC COM 58733R102   18,127 10,660 SH   SOLE   10,660 0 0
METLIFE INC COM 59156R108   14,207 173,515 SH   SOLE   173,515 0 0
META PLATFORMS INC CL A 30303M102   257,506 439,798 SH   SOLE   439,798 0 0
MGM RESORTS INTERNATIONAL COM 552953101   1,184 34,156 SH   SOLE   34,156 0 0
MCCORMICK & CO INC COM NON VTG 579780206   3,648 47,844 SH   SOLE   47,844 0 0
MARKEL GROUP INC COM 570535104   10,383 6,015 SH   SOLE   6,015 0 0
MARKETAXESS HLDGS INC COM 57060D108   2,536 11,220 SH   SOLE   11,220 0 0
MARTIN MARIETTA MATLS INC COM 573284106   5,113 9,900 SH   SOLE   9,900 0 0
MARSH & MCLENNAN COS INC COM 571748102   32,696 153,931 SH   SOLE   153,931 0 0
3M CO COM 88579Y101   17,574 136,139 SH   SOLE   136,139 0 0
MONDAY COM LTD SHS M7S64H106   1,771 7,521 SH   SOLE   7,521 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   9,445 179,706 SH   SOLE   179,706 0 0
MOLINA HEALTHCARE INC COM 60855R100   3,405 11,700 SH   SOLE   11,700 0 0
MONOLITHIC PWR SYS INC COM 609839105   5,857 9,898 SH   SOLE   9,898 0 0
MERCK & CO INC COM 58933Y105   86,749 872,029 SH   SOLE   872,029 0 0
MODERNA INC COM 60770K107   2,484 59,730 SH   SOLE   59,730 0 0
MARVELL TECHNOLOGY INC COM 573874104   20,670 187,147 SH   SOLE   187,147 0 0
MORGAN STANLEY COM NEW 617446448   23,803 189,333 SH   SOLE   189,333 0 0
MSCI INC COM 55354G100   7,386 12,310 SH   SOLE   12,310 0 0
MICROSOFT CORP COM 594918104   531,882 1,261,880 SH   SOLE   1,261,880 0 0
M & T BK CORP COM 55261F104   7,297 38,811 SH   SOLE   38,811 0 0
MATCH GROUP INC NEW COM 57667L107   2,293 70,102 SH   SOLE   70,102 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   5,024 4,106 SH   SOLE   4,106 0 0
MICRON TECHNOLOGY INC COM 595112103   14,151 168,140 SH   SOLE   168,140 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   7,593 55,623 SH   SOLE   55,623 0 0
NASDAQ INC COM 631103108   7,554 97,715 SH   SOLE   97,715 0 0
NORDSON CORP COM 655663102   1,044 4,988 SH   SOLE   4,988 0 0
NEXTERA ENERGY INC COM 65339F101   23,983 334,534 SH   SOLE   334,534 0 0
CLOUDFLARE INC CL A COM 18915M107   7,659 71,128 SH   SOLE   71,128 0 0
NETFLIX INC COM 64110L106   80,295 90,086 SH   SOLE   90,086 0 0
NIKE INC CL B 654106103   19,893 262,892 SH   SOLE   262,892 0 0
NET LEASE OFFICE PROPERTIES COM 64110Y108   0 1 SH   SOLE   1 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   2,558 139,796 SH   SOLE   139,796 0 0
SERVICENOW INC COM 81762P102   39,178 36,956 SH   SOLE   36,956 0 0
NORFOLK SOUTHN CORP COM 655844108   5,882 25,062 SH   SOLE   25,062 0 0
NETAPP INC COM 64110D104   7,255 62,496 SH   SOLE   62,496 0 0
NUTANIX INC CL A 67059N108   4,154 67,900 SH   SOLE   67,900 0 0
NORTHERN TR CORP COM 665859104   4,289 41,845 SH   SOLE   41,845 0 0
NUCOR CORP COM 670346105   4,095 35,086 SH   SOLE   35,086 0 0
NVIDIA CORPORATION COM 67066G104   578,583 4,308,449 SH   SOLE   4,308,449 0 0
NVR INC COM 62944T105   5,513 674 SH   SOLE   674 0 0
NEWS CORP NEW CL A 65249B109   2,982 108,276 SH   SOLE   108,276 0 0
NXP SEMICONDUCTORS N V COM N6596X109   7,727 37,175 SH   SOLE   37,175 0 0
REALTY INCOME CORP COM 756109104   10,316 193,153 SH   SOLE   193,153 0 0
OWENS CORNING NEW COM 690742101   1,823 10,704 SH   SOLE   10,704 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   3,239 18,362 SH   SOLE   18,362 0 0
OKTA INC CL A 679295105   3,239 41,100 SH   SOLE   41,100 0 0
OMNICOM GROUP INC COM 681919106   6,216 72,251 SH   SOLE   72,251 0 0
ON SEMICONDUCTOR CORP COM 682189105   3,809 60,414 SH   SOLE   60,414 0 0
ORACLE CORP COM 68389X105   48,670 292,068 SH   SOLE   292,068 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   18,770 15,829 SH   SOLE   15,829 0 0
OTIS WORLDWIDE CORP COM 68902V107   6,189 66,824 SH   SOLE   66,824 0 0
PALO ALTO NETWORKS INC COM 697435105   24,509 134,696 SH   SOLE   134,696 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   0 41 SH   SOLE   41 0 0
UIPATH INC CL A 90364P105   0 33 SH   SOLE   33 0 0
PAYCOM SOFTWARE INC COM 70432V102   3,025 14,760 SH   SOLE   14,760 0 0
PAYCHEX INC COM 704326107   15,388 109,745 SH   SOLE   109,745 0 0
PACCAR INC COM 693718108   11,136 107,061 SH   SOLE   107,061 0 0
PEPSICO INC COM 713448108   69,021 453,908 SH   SOLE   453,908 0 0
PFIZER INC COM 717081103   35,650 1,343,771 SH   SOLE   1,343,771 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   8,341 107,751 SH   SOLE   107,751 0 0
PROCTER AND GAMBLE CO COM 742718109   124,469 742,434 SH   SOLE   742,434 0 0
PROGRESSIVE CORP COM 743315103   35,383 147,670 SH   SOLE   147,670 0 0
PARKER-HANNIFIN CORP COM 701094104   13,236 20,810 SH   SOLE   20,810 0 0
PULTE GROUP INC COM 745867101   4,422 40,607 SH   SOLE   40,607 0 0
PINTEREST INC CL A 72352L106   4,106 141,590 SH   SOLE   141,590 0 0
PROLOGIS INC. COM 74340W103   17,624 166,736 SH   SOLE   166,736 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   25,391 335,723 SH   SOLE   335,723 0 0
PNC FINL SVCS GROUP INC COM 693475105   17,052 88,422 SH   SOLE   88,422 0 0
PENTAIR PLC SHS G7S00T104   3,525 35,030 SH   SOLE   35,030 0 0
INSULET CORP COM 45784P101   2,950 11,300 SH   SOLE   11,300 0 0
POOL CORP COM 73278L105   2,693 7,898 SH   SOLE   7,898 0 0
PPG INDS INC COM 693506107   1,171 9,800 SH   SOLE   9,800 0 0
PRUDENTIAL FINL INC COM 744320102   4,206 35,482 SH   SOLE   35,482 0 0
PUBLIC STORAGE OPER CO COM 74460D109   11,610 38,772 SH   SOLE   38,772 0 0
POLESTAR AUTOMOTIVE HLDG UK ADS A 731105201   4,586 4,367,686 SH   SOLE   4,367,686 0 0
PURE STORAGE INC CL A 74624M102   4,368 71,100 SH   SOLE   71,100 0 0
PTC INC COM 69370C100   8,254 44,888 SH   SOLE   44,888 0 0
QUANTA SVCS INC COM 74762E102   11,836 37,450 SH   SOLE   37,450 0 0
PAYPAL HLDGS INC COM 70450Y103   16,450 192,740 SH   SOLE   192,740 0 0
QUALCOMM INC COM 747525103   37,151 241,834 SH   SOLE   241,834 0 0
QORVO INC COM 74736K101   706 10,100 SH   SOLE   10,100 0 0
ROBLOX CORP CL A 771049103   6,278 108,500 SH   SOLE   108,500 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   9,043 39,200 SH   SOLE   39,200 0 0
REGENCY CTRS CORP COM 758849103   5,054 68,360 SH   SOLE   68,360 0 0
REGENERON PHARMACEUTICALS COM 75886F107   21,834 30,652 SH   SOLE   30,652 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   5,648 240,143 SH   SOLE   240,143 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   2,418 181,800 SH   SOLE   181,800 0 0
RAYMOND JAMES FINL INC COM 754730109   5,023 32,339 SH   SOLE   32,339 0 0
RESMED INC COM 761152107   6,813 29,792 SH   SOLE   29,792 0 0
ROCKWELL AUTOMATION INC COM 773903109   6,629 23,195 SH   SOLE   23,195 0 0
ROKU INC COM CL A 77543R102   2,015 27,100 SH   SOLE   27,100 0 0
ROLLINS INC COM 775711104   5,580 120,396 SH   SOLE   120,396 0 0
ROPER TECHNOLOGIES INC COM 776696106   23,028 44,298 SH   SOLE   44,298 0 0
ROSS STORES INC COM 778296103   7,898 52,209 SH   SOLE   52,209 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   3,228 126,550 SH   SOLE   126,550 0 0
RELIANCE INC COM 759509102   12 44 SH   SOLE   44 0 0
REPUBLIC SVCS INC COM 760759100   15,103 75,074 SH   SOLE   75,074 0 0
REVVITY INC COM 714046109   2,315 20,740 SH   SOLE   20,740 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   4,793 23,518 SH   SOLE   23,518 0 0
STARBUCKS CORP COM 855244109   24,026 263,295 SH   SOLE   263,295 0 0
SCHWAB CHARLES CORP COM 808513105   21,119 285,360 SH   SOLE   285,360 0 0
SEA LTD SPONSORD ADS 81141R100   8,330 78,508 SH   SOLE   78,508 0 0
SEI INVTS CO COM 784117103   2,931 35,534 SH   SOLE   35,534 0 0
SHERWIN WILLIAMS CO COM 824348106   23,776 69,945 SH   SOLE   69,945 0 0
SMUCKER J M CO COM NEW 832696405   3,731 33,877 SH   SOLE   33,877 0 0
SUPER MICRO COMPUTER INC COM NEW ADDED 86800U302   3,319 108,900 SH   SOLE   108,900 0 0
SNAP ON INC COM 833034101   6,851 20,181 SH   SOLE   20,181 0 0
SNAP INC CL A 83304A106   2,783 258,442 SH   SOLE   258,442 0 0
SNOWFLAKE INC CL A 833445109   10,392 67,300 SH   SOLE   67,300 0 0
SYNOPSYS INC COM 871607107   15,230 31,379 SH   SOLE   31,379 0 0
SOLVENTUM CORP COM SHS 83444M101   1,756 26,584 SH   SOLE   26,584 0 0
SIMON PPTY GROUP INC NEW COM 828806109   12,058 70,017 SH   SOLE   70,017 0 0
S&P GLOBAL INC COM 78409V104   27,441 55,100 SH   SOLE   55,100 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   4,983 65,757 SH   SOLE   65,757 0 0
STERIS PLC SHS USD G8473T100   3,631 17,666 SH   SOLE   17,666 0 0
STEEL DYNAMICS INC COM 858119100   11,034 96,729 SH   SOLE   96,729 0 0
STATE STR CORP COM 857477103   6,431 65,522 SH   SOLE   65,522 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   2,115 24,500 SH   SOLE   24,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108   5,388 24,379 SH   SOLE   24,379 0 0
SUN CMNTYS INC COM 866674104   3,321 27,008 SH   SOLE   27,008 0 0
SMURFIT WESTROCK PLC SHS G8267P108   8,359 155,200 SH   SOLE   155,200 0 0
STANLEY BLACK & DECKER INC COM 854502101   2,361 29,407 SH   SOLE   29,407 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   2,554 28,800 SH   SOLE   28,800 0 0
SYNCHRONY FINANCIAL COM 87165B103   5,603 86,201 SH   SOLE   86,201 0 0
STRYKER CORPORATION COM 863667101   19,617 54,483 SH   SOLE   54,483 0 0
SYSCO CORP COM 871829107   7,182 93,935 SH   SOLE   93,935 0 0
AT&T INC COM 00206R102   34,369 1,509,370 SH   SOLE   1,509,370 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   3,328 58,066 SH   SOLE   58,066 0 0
TRANSDIGM GROUP INC COM 893641100   8,854 6,987 SH   SOLE   6,987 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   9,301 20,039 SH   SOLE   20,039 0 0
ATLASSIAN CORPORATION CL A 049468101   9,224 37,900 SH   SOLE   37,900 0 0
BIO-TECHNE CORP COM 09073M104   1,693 23,500 SH   SOLE   23,500 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   10,341 72,327 SH   SOLE   72,327 0 0
TERADYNE INC COM 880770102   3,872 30,750 SH   SOLE   30,750 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   6,858 311,143 SH   SOLE   311,143 0 0
TRUIST FINL CORP COM 89832Q109   9,838 226,798 SH   SOLE   226,798 0 0
TELEFLEX INCORPORATED COM 879369106   2,072 11,644 SH   SOLE   11,644 0 0
TARGET CORP COM 87612E106   17,897 132,397 SH   SOLE   132,397 0 0
TJX COS INC NEW COM 872540109   31,274 258,868 SH   SOLE   258,868 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   31,144 59,865 SH   SOLE   59,865 0 0
T-MOBILE US INC COM 872590104   33,784 153,054 SH   SOLE   153,054 0 0
TOAST INC CL A 888787108   3,528 96,800 SH   SOLE   96,800 0 0
TRIMBLE INC COM 896239100   3,842 54,380 SH   SOLE   54,380 0 0
PRICE T ROWE GROUP INC COM 74144T108   5,697 50,377 SH   SOLE   50,377 0 0
TRANSUNION COM 89400J107   4,132 44,567 SH   SOLE   44,567 0 0
TRAVELERS COMPANIES INC COM 89417E109   17,429 72,351 SH   SOLE   72,351 0 0
TRACTOR SUPPLY CO COM 892356106   7,059 133,045 SH   SOLE   133,045 0 0
TESLA INC COM 88160R101   189,305 468,762 SH   SOLE   468,762 0 0
TYSON FOODS INC CL A 902494103   6,141 106,915 SH   SOLE   106,915 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   16,860 45,649 SH   SOLE   45,649 0 0
TORO CO COM 891092108   1,102 13,758 SH   SOLE   13,758 0 0
THE TRADE DESK INC COM CL A 88339J105   11,714 99,672 SH   SOLE   99,672 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   5,388 29,269 SH   SOLE   29,269 0 0
TRADEWEB MKTS INC CL A 892672106   4,542 34,694 SH   SOLE   34,694 0 0
TWILIO INC CL A 90138F102   3,847 35,592 SH   SOLE   35,592 0 0
TEXAS INSTRS INC COM 882508104   47,577 253,731 SH   SOLE   253,731 0 0
TYLER TECHNOLOGIES INC COM 902252105   9,515 16,500 SH   SOLE   16,500 0 0
UNITY SOFTWARE INC COM 91332U101   0 12 SH   SOLE   12 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,604 59,740 SH   SOLE   59,740 0 0
UDR INC COM 902653104   3,096 71,331 SH   SOLE   71,331 0 0
ULTA BEAUTY INC COM 90384S303   5,698 13,102 SH   SOLE   13,102 0 0
UNITEDHEALTH GROUP INC COM 91324P102   105,633 208,818 SH   SOLE   208,818 0 0
UNION PAC CORP COM 907818108   20,666 90,623 SH   SOLE   90,623 0 0
UNITED PARCEL SERVICE INC CL B 911312106   10,341 82,008 SH   SOLE   82,008 0 0
UNITED RENTALS INC COM 911363109   7,485 10,626 SH   SOLE   10,626 0 0
US BANCORP DEL COM NEW 902973304   18,639 389,701 SH   SOLE   389,701 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   8,221 23,300 SH   SOLE   23,300 0 0
VISA INC COM CL A 92826C839   125,589 397,383 SH   SOLE   397,383 0 0
VEEVA SYS INC CL A COM 922475108   8,992 42,769 SH   SOLE   42,769 0 0
VICI PPTYS INC COM 925652109   6,677 228,583 SH   SOLE   228,583 0 0
VERALTO CORP COM SHS 92338C103   7,431 72,957 SH   SOLE   72,957 0 0
VULCAN MATLS CO COM 929160109   9,045 35,163 SH   SOLE   35,163 0 0
VERISK ANALYTICS INC COM 92345Y106   7,590 27,557 SH   SOLE   27,557 0 0
VERISIGN INC COM 92343E102   7,601 36,729 SH   SOLE   36,729 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   9,134 80,400 SH   SOLE   80,400 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   27,419 68,088 SH   SOLE   68,088 0 0
VISTRA CORP COM 92840M102   234 1,700 SH   SOLE   1,700 0 0
VENTAS INC COM 92276F100   4,848 82,324 SH   SOLE   82,324 0 0
VIATRIS INC COM 92556V106   2,933 235,590 SH   SOLE   235,590 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   50,283 1,257,382 SH   SOLE   1,257,382 0 0
WABTEC COM 929740108   8,358 44,085 SH   SOLE   44,085 0 0
WATERS CORP COM 941848103   5,013 13,513 SH   SOLE   13,513 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,238 132,664 SH   SOLE   132,664 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   4,673 442,100 SH   SOLE   442,100 0 0
WASTE CONNECTIONS INC COM 94106B101   10,261 59,800 SH   SOLE   59,800 0 0
WORKDAY INC CL A 98138H101   10,052 38,957 SH   SOLE   38,957 0 0
WESTERN DIGITAL CORP COM 958102105   2,711 45,466 SH   SOLE   45,466 0 0
WELLTOWER INC COM 95040Q104   16,175 128,339 SH   SOLE   128,339 0 0
WELLS FARGO CO NEW COM 949746101   39,401 560,945 SH   SOLE   560,945 0 0
WIX COM LTD SHS M98068105   3,036 14,149 SH   SOLE   14,149 0 0
WASTE MGMT INC DEL COM 94106L109   18,302 90,696 SH   SOLE   90,696 0 0
WALMART INC COM 931142103   79,508 880,000 SH   SOLE   880,000 0 0
WP CAREY INC COM 92936U109   3,810 69,934 SH   SOLE   69,934 0 0
BERKLEY W R CORP COM 084423102   8,582 146,643 SH   SOLE   146,643 0 0
WILLIAMS SONOMA INC COM 969904101   6,407 34,600 SH   SOLE   34,600 0 0
WATSCO INC COM 942622200   2,710 5,719 SH   SOLE   5,719 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   4,291 13,100 SH   SOLE   13,100 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   9,112 29,088 SH   SOLE   29,088 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,329 82,744 SH   SOLE   82,744 0 0
WYNN RESORTS LTD COM 983134107   1,864 21,629 SH   SOLE   21,629 0 0
XYLEM INC COM 98419M100   7,720 66,539 SH   SOLE   66,539 0 0
BLOCK INC CL A 852234103   10,771 126,737 SH   SOLE   126,737 0 0
YUM BRANDS INC COM 988498101   13,373 99,680 SH   SOLE   99,680 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   3,267 44,114 SH   SOLE   44,114 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   3,639 34,447 SH   SOLE   34,447 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   3,115 8,065 SH   SOLE   8,065 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   6,586 80,700 SH   SOLE   80,700 0 0
ZSCALER INC COM 98980G102   3,702 20,520 SH   SOLE   20,520 0 0
ZOETIS INC CL A 98978V103   16,588 101,811 SH   SOLE   101,811 0 0