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
3M CO COM 88579Y101   48,554,200 355,188 SH   SOLE   355,188 0 0
ABBOTT LABS COM 002824100   3,023,659 26,521 SH   SOLE   26,521 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,117,699 5,991 SH   SOLE   5,991 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,698,228 10,350 SH   SOLE   10,350 0 0
AERCAP HOLDINGS NV SHS N00985106   7,589,535 80,126 SH   SOLE   80,126 0 0
AES CORP COM 00130H105   1,604,459 79,983 SH   SOLE   79,983 0 0
AIR PRODS & CHEMS INC COM 009158106   2,523,347 8,475 SH   SOLE   8,475 0 0
ALLEGION PLC ORD SHS G0176J109   493,913 3,389 SH   SOLE   3,389 0 0
ALLY FINL INC COM 02005N100   101,596,246 2,854,629 SH   SOLE   2,854,629 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   1,002,484 3,645 SH   SOLE   3,645 0 0
ALPHABET INC CAP STK CL C 02079K107   8,705,750 52,071 SH   SOLE   52,071 0 0
ALPHABET INC CAP STK CL A 02079K305   1,270,303,363 7,659,351 SH   SOLE   7,659,351 0 0
AMAZON COM INC COM 023135106   1,502,680,831 8,064,621 SH   SOLE   8,064,621 0 0
AMERICAN EXPRESS CO COM 025816109   11,231,206 41,413 SH   SOLE   41,413 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   75,319,398 1,028,532 SH   SOLE   1,028,532 0 0
AMERICAN TOWER CORP NEW COM 03027X100   235,954,678 1,014,597 SH   SOLE   1,014,597 0 0
AMERIPRISE FINL INC COM 03076C106   85,319,375 181,604 SH   SOLE   181,604 0 0
AMETEK INC COM 031100100   215,775,079 1,256,625 SH   SOLE   1,256,625 0 0
AON PLC SHS CL A G0403H108   578,841 1,673 SH   SOLE   1,673 0 0
APA CORPORATION COM 03743Q108   20,923,451 855,415 SH   SOLE   855,415 0 0
APPLE INC COM 037833100   1,110,799,307 4,767,379 SH   SOLE   4,767,379 0 0
APPLIED MATLS INC COM 038222105   944,584 4,675 SH   SOLE   4,675 0 0
APPLOVIN CORP COM CL A 03831W108   870,769 6,670 SH   SOLE   6,670 0 0
APTIV PLC SHS G6095L109   7,175,076 99,640 SH   SOLE   99,640 0 0
ARCH CAP GROUP LTD ORD G0450A105   10,251,117 91,626 SH   SOLE   91,626 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   81,804,252 1,369,338 SH   SOLE   1,369,338 0 0
ARISTA NETWORKS INC COM 040413106   4,351,751 11,338 SH   SOLE   11,338 0 0
AT&T INC COM 00206R102   203,720,792 9,260,036 SH   SOLE   9,260,036 0 0
ATLASSIAN CORPORATION CL A 049468101   1,250,470 7,874 SH   SOLE   7,874 0 0
BANK AMERICA CORP COM 060505104   8,476,204 213,614 SH   SOLE   213,614 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,136,987 4,643 SH   SOLE   4,643 0 0
BOOKING HOLDINGS INC COM 09857L108   133,456,810 31,684 SH   SOLE   31,684 0 0
BOSTON SCIENTIFIC CORP COM 101137107   224,319,779 2,676,847 SH   SOLE   2,676,847 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   172,859,822 3,340,932 SH   SOLE   3,340,932 0 0
BROADCOM INC COM 11135F101   13,763,948 79,791 SH   SOLE   79,791 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   23,086,981 119,091 SH   SOLE   119,091 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   4,493,135 16,578 SH   SOLE   16,578 0 0
CAPITAL ONE FINL CORP COM 14040H105   158,915,486 1,061,347 SH   SOLE   1,061,347 0 0
CARLISLE COS INC COM 142339100   7,721,758 17,169 SH   SOLE   17,169 0 0
CATERPILLAR INC COM 149123101   7,255,276 18,550 SH   SOLE   18,550 0 0
CENTENE CORP DEL COM 15135B101   102,558,235 1,362,357 SH   SOLE   1,362,357 0 0
CF INDS HLDGS INC COM 125269100   93,855,333 1,093,885 SH   SOLE   1,093,885 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   8,045,934 24,827 SH   SOLE   24,827 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   6,247,003 47,969 SH   SOLE   47,969 0 0
CINTAS CORP COM 172908105   10,883,640 52,864 SH   SOLE   52,864 0 0
CITIGROUP INC COM NEW 172967424   1,188,962 18,993 SH   SOLE   18,993 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   6,962,012 545,185 SH   SOLE   545,185 0 0
CLOUDFLARE INC CL A COM 18915M107   1,497,112 18,508 SH   SOLE   18,508 0 0
CME GROUP INC COM 12572Q105   202,430,930 917,430 SH   SOLE   917,430 0 0
CNH INDL N V SHS N20944109   7,674,018 691,353 SH   SOLE   691,353 0 0
COCA COLA CO COM 191216100   14,037,061 195,339 SH   SOLE   195,339 0 0
COLGATE PALMOLIVE CO COM 194162103   11,345,499 109,291 SH   SOLE   109,291 0 0
COMCAST CORP NEW CL A 20030N101   71,315,091 1,707,328 SH   SOLE   1,707,328 0 0
CONAGRA BRANDS INC COM 205887102   7,697,874 236,712 SH   SOLE   236,712 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,609,784 6,191 SH   SOLE   6,191 0 0
COOPER COS INC COM 216648501   728,465 6,602 SH   SOLE   6,602 0 0
COREBRIDGE FINL INC COM 21871X109   27,264,279 934,989 SH   SOLE   934,989 0 0
CORPAY INC COM SHS 219948106   3,369,051 10,772 SH   SOLE   10,772 0 0
COSTCO WHSL CORP NEW COM 22160K105   18,686,069 21,078 SH   SOLE   21,078 0 0
CVS HEALTH CORP COM 126650100   96,696,298 1,537,791 SH   SOLE   1,537,791 0 0
DANAHER CORPORATION COM 235851102   690,324 2,483 SH   SOLE   2,483 0 0
DATADOG INC CL A COM 23804L103   497,519 4,324 SH   SOLE   4,324 0 0
DECKERS OUTDOOR CORP COM 243537107   7,951,134 49,866 SH   SOLE   49,866 0 0
DEERE & CO COM 244199105   121,127,946 290,245 SH   SOLE   290,245 0 0
DELL TECHNOLOGIES INC CL C 24703L202   99,119,592 836,170 SH   SOLE   836,170 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   10,517,746 207,083 SH   SOLE   207,083 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,276,139 160,433 SH   SOLE   160,433 0 0
DEXCOM INC COM 252131107   1,054,204 15,725 SH   SOLE   15,725 0 0
DIAMONDBACK ENERGY INC COM 25278X109   5,242,167 30,407 SH   SOLE   30,407 0 0
DISCOVER FINL SVCS COM 254709108   153,388,597 1,093,368 SH   SOLE   1,093,368 0 0
DISNEY WALT CO COM 254687106   1,618,974 16,831 SH   SOLE   16,831 0 0
DOCUSIGN INC COM 256163106   1,310,906 21,113 SH   SOLE   21,113 0 0
EBAY INC. COM 278642103   79,215,430 1,216,640 SH   SOLE   1,216,640 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   216,012,722 3,273,416 SH   SOLE   3,273,416 0 0
ELECTRONIC ARTS INC COM 285512109   523,413 3,649 SH   SOLE   3,649 0 0
ELEVANCE HEALTH INC COM 036752103   4,422,600 8,505 SH   SOLE   8,505 0 0
EMCOR GROUP INC COM 29084Q100   1,107,323 2,572 SH   SOLE   2,572 0 0
ENPHASE ENERGY INC COM 29355A107   827,193 7,319 SH   SOLE   7,319 0 0
EQUITABLE HLDGS INC COM 29452E101   7,045,111 167,621 SH   SOLE   167,621 0 0
EVEREST GROUP LTD COM G3223R108   7,176,758 18,316 SH   SOLE   18,316 0 0
EXACT SCIENCES CORP COM 30063P105   595,573 8,743 SH   SOLE   8,743 0 0
EXPEDIA GROUP INC COM NEW 30212P303   121,019,968 817,592 SH   SOLE   817,592 0 0
FAIR ISAAC CORP COM 303250104   142,413,372 73,276 SH   SOLE   73,276 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   722,398 3,638 SH   SOLE   3,638 0 0
FERRARI N V COM N3167Y103   3,490,949 7,469 SH   SOLE   7,469 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   113,803,456 1,833,765 SH   SOLE   1,833,765 0 0
FISERV INC COM 337738108   1,545,709 8,604 SH   SOLE   8,604 0 0
FLUTTER ENTMT PLC SHS G3643J108   228,313,189 962,210 SH   SOLE   962,210 0 0
FORTINET INC COM 34959E109   4,304,801 55,510 SH   SOLE   55,510 0 0
FOX CORP CL A COM 35137L105   109,869,081 2,595,537 SH   SOLE   2,595,537 0 0
FRANKLIN RESOURCES INC COM 354613101   12,928,824 641,629 SH   SOLE   641,629 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   16,198,806 169,355 SH   SOLE   169,355 0 0
GEN DIGITAL INC COM 668771108   7,388,517 269,359 SH   SOLE   269,359 0 0
GENERAL DYNAMICS CORP COM 369550108   2,582,299 8,545 SH   SOLE   8,545 0 0
GENERAL MTRS CO COM 37045V100   145,263,260 3,239,591 SH   SOLE   3,239,591 0 0
GILEAD SCIENCES INC COM 375558103   94,930,355 1,132,280 SH   SOLE   1,132,280 0 0
GLOBAL PMTS INC COM 37940X102   2,038,977 19,908 SH   SOLE   19,908 0 0
GODADDY INC CL A 380237107   1,427,795 9,107 SH   SOLE   9,107 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   2,770,636 5,596 SH   SOLE   5,596 0 0
GRAINGER W W INC COM 384802104   10,030,749 9,656 SH   SOLE   9,656 0 0
HALLIBURTON CO COM 406216101   6,518,791 224,399 SH   SOLE   224,399 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   39,028,879 331,850 SH   SOLE   331,850 0 0
HCA HEALTHCARE INC COM 40412C101   14,425,420 35,493 SH   SOLE   35,493 0 0
HEICO CORP NEW CL A 422806208   233,923,000 1,148,032 SH   SOLE   1,148,032 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   84,925,184 4,150,791 SH   SOLE   4,150,791 0 0
HF SINCLAIR CORP COM 403949100   74,797,196 1,678,196 SH   SOLE   1,678,196 0 0
HOME DEPOT INC COM 437076102   294,890,378 727,765 SH   SOLE   727,765 0 0
HONEYWELL INTL INC COM 438516106   2,294,274 11,099 SH   SOLE   11,099 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,886,333 107,178 SH   SOLE   107,178 0 0
HOWMET AEROSPACE INC COM 443201108   8,480,348 84,592 SH   SOLE   84,592 0 0
HP INC COM 40434L105   150,620,856 4,199,076 SH   SOLE   4,199,076 0 0
HUMANA INC COM 444859102   790,266 2,495 SH   SOLE   2,495 0 0
ICON PLC SHS G4705A100   190,991,621 664,758 SH   SOLE   664,758 0 0
IDEXX LABS INC COM 45168D104   2,273,995 4,501 SH   SOLE   4,501 0 0
IMPERIAL OIL LTD COM NEW 453038408   27,673,408 393,394 SH   SOLE   393,394 0 0
INTUIT COM 461202103   208,988,856 336,536 SH   SOLE   336,536 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   6,330,505 12,886 SH   SOLE   12,886 0 0
IQIYI INC SPONSORED ADS 46267X108   191,280 66,881 SH   SOLE   66,881 0 0
JABIL INC COM 466313103   7,823,102 65,285 SH   SOLE   65,285 0 0
JPMORGAN CHASE & CO. COM 46625H100   3,802,017 18,031 SH   SOLE   18,031 0 0
KEYCORP COM 493267108   6,997,715 417,774 SH   SOLE   417,774 0 0
KIMBERLY-CLARK CORP COM 494368103   3,540,496 24,884 SH   SOLE   24,884 0 0
KLA CORP COM NEW 482480100   148,826,888 192,181 SH   SOLE   192,181 0 0
KRAFT HEINZ CO COM 500754106   7,482,924 213,128 SH   SOLE   213,128 0 0
LAM RESEARCH CORP COM 512807108   1,996,132 2,446 SH   SOLE   2,446 0 0
LINDE PLC SHS G54950103   8,230,604 17,260 SH   SOLE   17,260 0 0
LOEWS CORP COM 540424108   8,237,801 104,210 SH   SOLE   104,210 0 0
LUMEN TECHNOLOGIES INC COM 550241103   15,233,249 2,145,528 SH   SOLE   2,145,528 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   199,014,941 2,075,234 SH   SOLE   2,075,234 0 0
MANHATTAN ASSOCIATES INC COM 562750109   6,131,270 21,790 SH   SOLE   21,790 0 0
MANULIFE FINL CORP COM 56501R106   163,838,130 5,544,402 SH   SOLE   5,544,402 0 0
MARATHON OIL CORP COM 565849106   29,556,424 1,109,892 SH   SOLE   1,109,892 0 0
MARATHON PETE CORP COM 56585A102   146,869,230 901,536 SH   SOLE   901,536 0 0
MARSH & MCLENNAN COS INC COM 571748102   5,331,182 23,897 SH   SOLE   23,897 0 0
MASTERCARD INCORPORATED CL A 57636Q104   13,338,526 27,012 SH   SOLE   27,012 0 0
MATCH GROUP INC NEW COM 57667L107   11,128,895 294,104 SH   SOLE   294,104 0 0
MCDONALDS CORP COM 580135101   232,078,947 762,139 SH   SOLE   762,139 0 0
MCKESSON CORP COM 58155Q103   3,958,821 8,007 SH   SOLE   8,007 0 0
MEDTRONIC PLC SHS G5960L103   4,199,719 46,648 SH   SOLE   46,648 0 0
MERCADOLIBRE INC COM 58733R102   3,223,629 1,571 SH   SOLE   1,571 0 0
MERCK & CO INC COM 58933Y105   101,998,456 898,190 SH   SOLE   898,190 0 0
META PLATFORMS INC CL A 30303M102   635,090,123 1,109,444 SH   SOLE   1,109,444 0 0
METLIFE INC COM 59156R108   164,275,251 1,991,698 SH   SOLE   1,991,698 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   3,273,845 2,183 SH   SOLE   2,183 0 0
MICRON TECHNOLOGY INC COM 595112103   1,075,162 10,367 SH   SOLE   10,367 0 0
MICROSOFT CORP COM 594918104   2,299,766,750 5,344,566 SH   SOLE   5,344,566 0 0
MODERNA INC COM 60770K107   969,503 14,507 SH   SOLE   14,507 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   21,651,908 376,424 SH   SOLE   376,424 0 0
MORGAN STANLEY COM NEW 617446448   5,170,512 49,602 SH   SOLE   49,602 0 0
MOSAIC CO NEW COM 61945C103   68,739,466 2,566,821 SH   SOLE   2,566,821 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   8,933,249 19,868 SH   SOLE   19,868 0 0
MSCI INC COM 55354G100   169,110,908 290,105 SH   SOLE   290,105 0 0
NETAPP INC COM 64110D104   62,012,889 502,088 SH   SOLE   502,088 0 0
NETFLIX INC COM 64110L106   205,738,658 290,071 SH   SOLE   290,071 0 0
NEWMONT CORP COM 651639106   1,324,117 24,773 SH   SOLE   24,773 0 0
NIKE INC CL B 654106103   2,284,698 25,845 SH   SOLE   25,845 0 0
NORTHERN TR CORP COM 665859104   7,035,034 78,141 SH   SOLE   78,141 0 0
NORTHROP GRUMMAN CORP COM 666807102   2,616,059 4,954 SH   SOLE   4,954 0 0
NUCOR CORP COM 670346105   112,385,013 747,539 SH   SOLE   747,539 0 0
NUTRIEN LTD COM 67077M108   7,717,759 160,627 SH   SOLE   160,627 0 0
NVIDIA CORPORATION COM 67066G104   670,906,210 5,524,590 SH   SOLE   5,524,590 0 0
NVR INC COM 62944T105   6,534,659 666 SH   SOLE   666 0 0
OPEN TEXT CORP COM 683715106   8,010,821 240,683 SH   SOLE   240,683 0 0
ORACLE CORP COM 68389X105   3,123,091 18,328 SH   SOLE   18,328 0 0
OVINTIV INC COM 69047Q102   6,375,052 166,407 SH   SOLE   166,407 0 0
OWENS CORNING NEW COM 690742101   102,978,767 583,383 SH   SOLE   583,383 0 0
PACKAGING CORP AMER COM 695156109   1,461,489 6,785 SH   SOLE   6,785 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   7,222,120 680,049 SH   SOLE   680,049 0 0
PARKER-HANNIFIN CORP COM 701094104   4,154,217 6,575 SH   SOLE   6,575 0 0
PAYPAL HLDGS INC COM 70450Y103   12,518,431 160,431 SH   SOLE   160,431 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   2,162,487 16,041 SH   SOLE   16,041 0 0
PEMBINA PIPELINE CORP COM 706327103   3,316,650 80,469 SH   SOLE   80,469 0 0
PEPSICO INC COM 713448108   1,816,474 10,682 SH   SOLE   10,682 0 0
PNC FINL SVCS GROUP INC COM 693475105   7,644,287 41,354 SH   SOLE   41,354 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   46,404,211 540,212 SH   SOLE   540,212 0 0
PROCTER AND GAMBLE CO COM 742718109   316,464,978 1,827,165 SH   SOLE   1,827,165 0 0
PROGRESSIVE CORP COM 743315103   306,983,622 1,209,740 SH   SOLE   1,209,740 0 0
PRUDENTIAL FINL INC COM 744320102   153,312,116 1,265,996 SH   SOLE   1,265,996 0 0
PTC INC COM 69370C100   669,887 3,708 SH   SOLE   3,708 0 0
PULTE GROUP INC COM 745867101   48,552,037 338,271 SH   SOLE   338,271 0 0
QUALCOMM INC COM 747525103   2,620,300 15,409 SH   SOLE   15,409 0 0
REPUBLIC SVCS INC COM 760759100   812,398 4,045 SH   SOLE   4,045 0 0
RESMED INC COM 761152107   753,598 3,087 SH   SOLE   3,087 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   568,607 50,678 SH   SOLE   50,678 0 0
ROBLOX CORP CL A 771049103   677,709 15,312 SH   SOLE   15,312 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   1,017,160 5,735 SH   SOLE   5,735 0 0
RTX CORPORATION COM 75513E101   2,695,447 22,247 SH   SOLE   22,247 0 0
S&P GLOBAL INC COM 78409V104   308,244,939 596,657 SH   SOLE   596,657 0 0
SALESFORCE INC COM 79466L302   248,478,044 907,815 SH   SOLE   907,815 0 0
SAMSARA INC COM CL A 79589L106   1,324,888 27,533 SH   SOLE   27,533 0 0
SCHWAB CHARLES CORP COM 808513105   110,680,639 1,707,771 SH   SOLE   1,707,771 0 0
SEA LTD SPONSORD ADS 81141R100   1,248,173 13,239 SH   SOLE   13,239 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   1,989,065 18,160 SH   SOLE   18,160 0 0
SERVICENOW INC COM 81762P102   252,070,406 281,835 SH   SOLE   281,835 0 0
SHERWIN WILLIAMS CO COM 824348106   6,866,243 17,990 SH   SOLE   17,990 0 0
SMITH A O CORP COM 831865209   587,309 6,538 SH   SOLE   6,538 0 0
SNAP ON INC COM 833034101   7,319,233 25,264 SH   SOLE   25,264 0 0
SOLVENTUM CORP COM SHS 83444M101   9,531,840 136,716 SH   SOLE   136,716 0 0
STATE STR CORP COM 857477103   93,736,973 1,059,534 SH   SOLE   1,059,534 0 0
STEEL DYNAMICS INC COM 858119100   73,322,328 581,554 SH   SOLE   581,554 0 0
STELLANTIS N.V SHS N82405106   125,597,143 9,089,415 SH   SOLE   9,089,415 0 0
STRYKER CORPORATION COM 863667101   193,063,124 534,416 SH   SOLE   534,416 0 0
SUN LIFE FINANCIAL INC. COM 866796105   9,525,028 164,228 SH   SOLE   164,228 0 0
SUNCOR ENERGY INC NEW COM 867224107   7,404,108 200,619 SH   SOLE   200,619 0 0
SYNCHRONY FINANCIAL COM 87165B103   147,698,521 2,961,077 SH   SOLE   2,961,077 0 0
SYNOPSYS INC COM 871607107   977,333 1,930 SH   SOLE   1,930 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   320,019,451 1,842,687 SH   SOLE   1,842,687 0 0
TESLA INC COM 88160R101   211,130,701 806,982 SH   SOLE   806,982 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   142,238,636 7,893,376 SH   SOLE   7,893,376 0 0
TEXAS INSTRS INC COM 882508104   1,454,459 7,041 SH   SOLE   7,041 0 0
TEXTRON INC COM 883203101   7,509,281 84,774 SH   SOLE   84,774 0 0
THE CIGNA GROUP COM 125523100   4,034,987 11,647 SH   SOLE   11,647 0 0
THE TRADE DESK INC COM CL A 88339J105   1,845,848 16,834 SH   SOLE   16,834 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   85,812,979 138,728 SH   SOLE   138,728 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   12,241,885 31,492 SH   SOLE   31,492 0 0
TRANSUNION COM 89400J107   716,253 6,841 SH   SOLE   6,841 0 0
TYLER TECHNOLOGIES INC COM 902252105   579,050 992 SH   SOLE   992 0 0
UNITED RENTALS INC COM 911363109   292,405,649 361,115 SH   SOLE   361,115 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   10,044,192 28,029 SH   SOLE   28,029 0 0
UNITEDHEALTH GROUP INC COM 91324P102   325,605,953 556,896 SH   SOLE   556,896 0 0
US BANCORP DEL COM NEW 902973304   16,663,646 364,392 SH   SOLE   364,392 0 0
VALERO ENERGY CORP COM 91913Y100   133,826,073 991,084 SH   SOLE   991,084 0 0
VERISK ANALYTICS INC COM 92345Y106   698,572 2,607 SH   SOLE   2,607 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   28,370,770 631,725 SH   SOLE   631,725 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   105,282,020 226,374 SH   SOLE   226,374 0 0
VIATRIS INC COM 92556V106   141,854,556 12,218,308 SH   SOLE   12,218,308 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   420,935 26,760 SH   SOLE   26,760 0 0
VISA INC COM CL A 92826C839   319,610,129 1,162,430 SH   SOLE   1,162,430 0 0
VISTRA CORP COM 92840M102   8,520,655 71,880 SH   SOLE   71,880 0 0
WABTEC COM 929740108   1,882,410 10,356 SH   SOLE   10,356 0 0
WASTE CONNECTIONS INC COM 94106B101   4,661,837 26,070 SH   SOLE   26,070 0 0
WATERS CORP COM 941848103   3,015,158 8,378 SH   SOLE   8,378 0 0
WELLS FARGO CO NEW COM 949746101   80,201,847 1,419,753 SH   SOLE   1,419,753 0 0
WESTLAKE CORPORATION COM 960413102   1,612,011 10,726 SH   SOLE   10,726 0 0
WILLIAMS SONOMA INC COM 969904101   559,416 3,611 SH   SOLE   3,611 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   2,865,777 9,730 SH   SOLE   9,730 0 0
WORKDAY INC CL A 98138H101   1,273,621 5,211 SH   SOLE   5,211 0 0
YUM BRANDS INC COM 988498101   497,926 3,564 SH   SOLE   3,564 0 0