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
AUTOMATIC DATA PROCESSING IN COM 053015103   10,894,532 37,217 SH   SOLE   37,217 0 0
MICRON TECHNOLOGY INC COM 595112103   8,515,477 101,182 SH   SOLE   101,182 0 0
APPLE INC COM 037833100   351,003,196 1,401,658 SH   SOLE   1,401,658 0 0
HOME DEPOT INC COM 437076102   35,260,388 90,646 SH   SOLE   90,646 0 0
COMCAST CORP NEW CL A 20030N101   13,230,601 352,534 SH   SOLE   352,534 0 0
COCA COLA CO COM 191216100   23,263,075 373,644 SH   SOLE   373,644 0 0
EXXON MOBIL CORP COM 30231G102   43,238,299 401,955 SH   SOLE   401,955 0 0
MARSH & MCLENNAN COS INC COM 571748102   9,532,111 44,876 SH   SOLE   44,876 0 0
PALO ALTO NETWORKS INC COM 697435105   10,814,707 59,428 SH   SOLE   59,428 0 0
LINDE PLC SHS G54950103   18,240,478 43,576 SH   SOLE   43,576 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   394,187 16,947 SH   SOLE   16,947 0 0
GE VERNOVA INC COM 36828A101   8,248,907 25,078 SH   SOLE   25,078 0 0
TRIMBLE INC COM 896239100   1,607,656 22,752 SH   SOLE   22,752 0 0
PUBLIC STORAGE OPER CO COM 74460D109   4,771,576 15,935 SH   SOLE   15,935 0 0
CITIZENS FINL GROUP INC COM 174610105   1,927,716 44,052 SH   SOLE   44,052 0 0
MURPHY OIL CORP COM 626717102   343,058 11,337 SH   SOLE   11,337 0 0
CBRE GROUP INC CL A 12504L109   3,923,602 29,885 SH   SOLE   29,885 0 0
INTERPUBLIC GROUP COS INC COM 460690100   728,380 25,995 SH   SOLE   25,995 0 0
DELL TECHNOLOGIES INC CL C 24703L202   3,905,829 33,893 SH   SOLE   33,893 0 0
DOLLAR GEN CORP NEW COM 256677105   1,656,743 21,851 SH   SOLE   21,851 0 0
MATCH GROUP INC NEW COM 57667L107   964,454 29,485 SH   SOLE   29,485 0 0
RPM INTL INC COM 749685103   1,586,613 12,893 SH   SOLE   12,893 0 0
LENNAR CORP CL A 526057104   3,450,161 25,300 SH   SOLE   25,300 0 0
AVALONBAY CMNTYS INC COM 053484101   3,140,732 14,278 SH   SOLE   14,278 0 0
PRUDENTIAL FINL INC COM 744320102   4,219,431 35,598 SH   SOLE   35,598 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   1,153,690 45,225 SH   SOLE   45,225 0 0
PACCAR INC COM 693718108   3,778,214 36,322 SH   SOLE   36,322 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,212,453 10,856 SH   SOLE   10,856 0 0
UDR INC COM 902653104   1,375,099 31,677 SH   SOLE   31,677 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   4,686,282 64,372 SH   SOLE   64,372 0 0
EXELIXIS INC COM 30161Q104   605,993 18,198 SH   SOLE   18,198 0 0
ATMOS ENERGY CORP COM 049560105   2,333,887 16,758 SH   SOLE   16,758 0 0
AFLAC INC COM 001055102   5,566,727 53,816 SH   SOLE   53,816 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   1,205,268 21,027 SH   SOLE   21,027 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   323,718 11,763 SH   SOLE   11,763 0 0
FORTINET INC COM 34959E109   6,355,292 67,266 SH   SOLE   67,266 0 0
PRICE T ROWE GROUP INC COM 74144T108   2,723,320 24,081 SH   SOLE   24,081 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   4,356,672 17,546 SH   SOLE   17,546 0 0
EXELON CORP COM 30161N101   4,124,779 109,585 SH   SOLE   109,585 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,763,482 43,830 SH   SOLE   43,830 0 0
HOLOGIC INC COM 436440101   1,866,266 25,888 SH   SOLE   25,888 0 0
ELECTRONIC ARTS INC COM 285512109   3,940,298 26,933 SH   SOLE   26,933 0 0
FEDERATED HERMES INC CL B 314211103   445,797 10,844 SH   SOLE   10,844 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   2,110,073 16,294 SH   SOLE   16,294 0 0
IRON MTN INC DEL COM 46284V101   3,193,978 30,387 SH   SOLE   30,387 0 0
CONSOLIDATED EDISON INC COM 209115104   3,550,997 39,796 SH   SOLE   39,796 0 0
BAKER HUGHES COMPANY CL A 05722G100   4,049,864 98,729 SH   SOLE   98,729 0 0
DOLLAR TREE INC COM 256746108   1,062,275 14,175 SH   SOLE   14,175 0 0
FIFTH THIRD BANCORP COM 316773100   2,801,769 66,267 SH   SOLE   66,267 0 0
JABIL INC COM 466313103   1,608,658 11,179 SH   SOLE   11,179 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   3,987,496 51,853 SH   SOLE   51,853 0 0
UNITED BANKSHARES INC WEST V COM 909907107   393,937 10,491 SH   SOLE   10,491 0 0
INVITATION HOMES INC COM 46187W107   1,951,960 61,056 SH   SOLE   61,056 0 0
FIRSTENERGY CORP COM 337932107   1,632,929 41,049 SH   SOLE   41,049 0 0
RTX CORPORATION COM 75513E101   14,047,829 121,395 SH   SOLE   121,395 0 0
ILLINOIS TOOL WKS INC COM 452308109   6,870,208 27,095 SH   SOLE   27,095 0 0
AIR PRODS & CHEMS INC COM 009158106   5,884,332 20,288 SH   SOLE   20,288 0 0
TARGET CORP COM 87612E106   5,682,967 42,040 SH   SOLE   42,040 0 0
PNC FINL SVCS GROUP INC COM 693475105   6,995,441 36,274 SH   SOLE   36,274 0 0
US BANCORP DEL COM NEW 902973304   6,811,470 142,410 SH   SOLE   142,410 0 0
NXP SEMICONDUCTORS N V COM N6596X109   4,831,889 23,247 SH   SOLE   23,247 0 0
KLA CORP COM NEW 482480100   7,703,847 12,226 SH   SOLE   12,226 0 0
JACOBS SOLUTIONS INC COM 46982L108   2,200,588 16,469 SH   SOLE   16,469 0 0
EATON CORP PLC SHS G29183103   12,056,837 36,330 SH   SOLE   36,330 0 0
ANALOG DEVICES INC COM 032654105   9,626,350 45,309 SH   SOLE   45,309 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   15,362,238 384,152 SH   SOLE   384,152 0 0
BANK AMERICA CORP COM 060505104   28,009,818 637,311 SH   SOLE   637,311 0 0
COSTCO WHSL CORP NEW COM 22160K105   37,047,545 40,433 SH   SOLE   40,433 0 0
STARBUCKS CORP COM 855244109   9,436,436 103,413 SH   SOLE   103,413 0 0
PEPSICO INC COM 713448108   19,038,672 125,205 SH   SOLE   125,205 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   16,926,641 32,429 SH   SOLE   32,429 0 0
NIKE INC CL B 654106103   8,221,697 108,652 SH   SOLE   108,652 0 0
MEDTRONIC PLC SHS G5960L103   9,348,916 117,037 SH   SOLE   117,037 0 0
MCDONALDS CORP COM 580135101   18,977,069 65,463 SH   SOLE   65,463 0 0
CITIGROUP INC COM NEW 172967424   12,254,969 174,101 SH   SOLE   174,101 0 0
ELI LILLY & CO COM 532457108   53,419,312 69,196 SH   SOLE   69,196 0 0
AMERICAN EXPRESS CO COM 025816109   15,403,995 51,902 SH   SOLE   51,902 0 0
KKR & CO INC COM 48251W104   8,833,185 59,720 SH   SOLE   59,720 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   21,311,044 700,100 SH   SOLE   700,100 0 0
MICROSTRATEGY INC CL A NEW 594972408   4,969,879 17,160 SH   SOLE   17,160 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   1,712,635 18,483 SH   SOLE   18,483 0 0
CHAMPIONX CORPORATION COM 15872M104   354,639 13,043 SH   SOLE   13,043 0 0
KEYCORP COM 493267108   1,492,705 87,089 SH   SOLE   87,089 0 0
NRG ENERGY INC COM NEW 629377508   1,927,370 21,363 SH   SOLE   21,363 0 0
PULTE GROUP INC COM 745867101   2,463,100 22,618 SH   SOLE   22,618 0 0
STEEL DYNAMICS INC COM 858119100   1,814,968 15,911 SH   SOLE   15,911 0 0
AMCOR PLC ORD G0250X107   1,455,388 154,664 SH   SOLE   154,664 0 0
CF INDS HLDGS INC COM 125269100   1,811,344 21,230 SH   SOLE   21,230 0 0
EQT CORP COM 26884L109   1,962,764 42,567 SH   SOLE   42,567 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   1,744,520 20,633 SH   SOLE   20,633 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,595,138 16,156 SH   SOLE   16,156 0 0
CORNING INC COM 219350105   3,797,893 79,922 SH   SOLE   79,922 0 0
FIRST HORIZON CORPORATION COM 320517105   229,677 11,404 SH   SOLE   11,404 0 0
APA CORPORATION COM 03743Q108   1,032,908 44,734 SH   SOLE   44,734 0 0
AVANTOR INC COM 05352A100   1,297,828 61,596 SH   SOLE   61,596 0 0
PPG INDS INC COM 693506107   2,779,363 23,268 SH   SOLE   23,268 0 0
PERRIGO CO PLC SHS G97822103   275,843 10,729 SH   SOLE   10,729 0 0
DOORDASH INC CL A 25809K105   5,119,334 30,514 SH   SOLE   30,514 0 0
EQUITABLE HLDGS INC COM 29452E101   1,574,440 33,378 SH   SOLE   33,378 0 0
AMETEK INC COM 031100100   4,078,563 22,626 SH   SOLE   22,626 0 0
BIO-TECHNE CORP COM 09073M104   1,171,208 16,260 SH   SOLE   16,260 0 0
HENRY SCHEIN INC COM 806407102   876,072 12,660 SH   SOLE   12,660 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   1,508,871 11,054 SH   SOLE   11,054 0 0
PAYCHEX INC COM 704326107   4,870,542 34,735 SH   SOLE   34,735 0 0
CHENIERE ENERGY INC COM NEW 16411R208   4,564,269 21,242 SH   SOLE   21,242 0 0
REALTY INCOME CORP COM 756109104   4,648,646 87,037 SH   SOLE   87,037 0 0
HF SINCLAIR CORP COM 403949100   637,910 18,200 SH   SOLE   18,200 0 0
EXTRA SPACE STORAGE INC COM 30225T102   3,194,110 21,351 SH   SOLE   21,351 0 0
CROWN HLDGS INC COM 228368106   1,049,005 12,686 SH   SOLE   12,686 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   915,480 12,363 SH   SOLE   12,363 0 0
CORTEVA INC COM 22052L104   3,715,273 65,226 SH   SOLE   65,226 0 0
CENTENE CORP DEL COM 15135B101   3,263,929 53,878 SH   SOLE   53,878 0 0
FOX CORP CL B COM 35137L204   1,209,366 26,440 SH   SOLE   26,440 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   1,253,405 19,069 SH   SOLE   19,069 0 0
GENUINE PARTS CO COM 372460105   1,667,566 14,282 SH   SOLE   14,282 0 0
HERSHEY CO COM 427866108   2,563,620 15,138 SH   SOLE   15,138 0 0
BLACKROCK INC COM 09290D101   13,857,437 13,518 SH   SOLE   13,518 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104   2,437,980 31,728 SH   SOLE   31,728 0 0
ALLY FINL INC COM 02005N100   690,060 19,163 SH   SOLE   19,163 0 0
SNOWFLAKE INC CL A 833445109   4,251,062 27,531 SH   SOLE   27,531 0 0
CROWN CASTLE INC COM 22822V101   3,599,360 39,658 SH   SOLE   39,658 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   7,807,379 52,395 SH   SOLE   52,395 0 0
HCA HEALTHCARE INC COM 40412C101   5,301,549 17,663 SH   SOLE   17,663 0 0
SAMSARA INC COM CL A 79589L106   656,005 15,015 SH   SOLE   15,015 0 0
BLACKSTONE INC COM 09260D107   11,330,235 65,713 SH   SOLE   65,713 0 0
FISERV INC COM 337738108   10,792,561 52,539 SH   SOLE   52,539 0 0
TEXAS INSTRS INC COM 882508104   15,623,708 83,322 SH   SOLE   83,322 0 0
WELLS FARGO CO NEW COM 949746101   21,818,019 310,621 SH   SOLE   310,621 0 0
ISHARES INC CORE MSCI EMKT 46434G103   101,886,442 1,951,100 SH   SOLE   1,951,100 0 0
ISHARES TR MSCI CHINA ETF 46429B671   61,053,425 1,302,890 SH   SOLE   1,302,890 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   511,583 35,576 SH   SOLE   35,576 0 0
MASCO CORP COM 574599106   1,782,682 24,565 SH   SOLE   24,565 0 0
BLOCK INC CL A 852234103   4,205,305 49,480 SH   SOLE   49,480 0 0
OCCIDENTAL PETE CORP COM 674599105   3,668,396 74,244 SH   SOLE   74,244 0 0
BEST BUY INC COM 086516101   2,065,892 24,078 SH   SOLE   24,078 0 0
BROWN FORMAN CORP CL B 115637209   750,827 19,769 SH   SOLE   19,769 0 0
AECOM COM 00766T100   1,476,359 13,821 SH   SOLE   13,821 0 0
ROSS STORES INC COM 778296103   5,121,851 33,859 SH   SOLE   33,859 0 0
EXPAND ENERGY CORPORATION COM 165167735   1,749,790 17,577 SH   SOLE   17,577 0 0
INCYTE CORP COM 45337C102   1,346,934 19,501 SH   SOLE   19,501 0 0
NETAPP INC COM 64110D104   2,720,567 23,437 SH   SOLE   23,437 0 0
KIMCO RLTY CORP COM 49446R109   1,478,128 63,087 SH   SOLE   63,087 0 0
WP CAREY INC COM 92936U109   1,097,445 20,144 SH   SOLE   20,144 0 0
VENTAS INC COM 92276F100   2,523,849 42,857 SH   SOLE   42,857 0 0
ALLSTATE CORP COM 020002101   5,079,438 26,347 SH   SOLE   26,347 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   3,946,362 75,083 SH   SOLE   75,083 0 0
DISCOVER FINL SVCS COM 254709108   3,024,076 17,457 SH   SOLE   17,457 0 0
CONAGRA BRANDS INC COM 205887102   1,385,058 49,912 SH   SOLE   49,912 0 0
OKTA INC CL A 679295105   886,421 11,249 SH   SOLE   11,249 0 0
BAXTER INTL INC COM 071813109   1,560,410 53,512 SH   SOLE   53,512 0 0
FORTIVE CORP COM 34959J108   2,487,075 33,161 SH   SOLE   33,161 0 0
REPUBLIC SVCS INC COM 760759100   4,322,352 21,485 SH   SOLE   21,485 0 0
TEGNA INC COM 87901J105   205,927 11,259 SH   SOLE   11,259 0 0
RITHM CAPITAL CORP COM NEW 64828T201   204,676 18,899 SH   SOLE   18,899 0 0
BORGWARNER INC COM 099724106   422,426 13,288 SH   SOLE   13,288 0 0
FIRST SOLAR INC COM 336433107   1,879,600 10,665 SH   SOLE   10,665 0 0
COSTAR GROUP INC COM 22160N109   2,845,273 39,744 SH   SOLE   39,744 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   4,485,158 55,530 SH   SOLE   55,530 0 0
TARGA RES CORP COM 87612G101   3,614,447 20,249 SH   SOLE   20,249 0 0
HALLIBURTON CO COM 406216101   2,553,821 93,925 SH   SOLE   93,925 0 0
LAUDER ESTEE COS INC CL A 518439104   1,396,053 18,619 SH   SOLE   18,619 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   2,201,143 93,586 SH   SOLE   93,586 0 0
KINDER MORGAN INC DEL COM 49456B101   5,253,101 191,719 SH   SOLE   191,719 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   457,289 19,559 SH   SOLE   19,559 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   4,000,780 29,781 SH   SOLE   29,781 0 0
TRUIST FINL CORP COM 89832Q109   5,720,954 131,880 SH   SOLE   131,880 0 0
ARCH CAP GROUP LTD ORD G0450A105   3,579,486 38,760 SH   SOLE   38,760 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,261,815 13,192 SH   SOLE   13,192 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,187,409 14,789 SH   SOLE   14,789 0 0
OMNICOM GROUP INC COM 681919106   1,864,057 21,665 SH   SOLE   21,665 0 0
HUNTINGTON BANCSHARES INC COM 446150104   2,315,140 142,295 SH   SOLE   142,295 0 0
METLIFE INC COM 59156R108   4,858,022 59,331 SH   SOLE   59,331 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   3,107,974 13,208 SH   SOLE   13,208 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,002,547 57,223 SH   SOLE   57,223 0 0
CONSTELLATION ENERGY CORP COM 21037T109   7,365,875 32,926 SH   SOLE   32,926 0 0
M & T BK CORP COM 55261F104   3,243,549 17,252 SH   SOLE   17,252 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   2,413,664 13,906 SH   SOLE   13,906 0 0
PHILLIPS 66 COM 718546104   4,352,012 38,199 SH   SOLE   38,199 0 0
FOX CORP CL A COM 35137L105   766,641 15,781 SH   SOLE   15,781 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   689,951 51,876 SH   SOLE   51,876 0 0
AMEREN CORP COM 023608102   1,784,405 20,018 SH   SOLE   20,018 0 0
BECTON DICKINSON & CO COM 075887109   5,984,150 26,377 SH   SOLE   26,377 0 0
CSX CORP COM 126408103   5,709,402 176,926 SH   SOLE   176,926 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   10,232,154 51,811 SH   SOLE   51,811 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   7,536,053 124,976 SH   SOLE   124,976 0 0
ALPHABET INC CAP STK CL A 02079K305   102,248,123 540,138 SH   SOLE   540,138 0 0
PROCTER AND GAMBLE CO COM 742718109   35,949,190 214,430 SH   SOLE   214,430 0 0
META PLATFORMS INC CL A 30303M102   117,967,384 201,478 SH   SOLE   201,478 0 0
ALPHABET INC CAP STK CL C 02079K107   88,247,801 463,389 SH   SOLE   463,389 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   20,060,121 57,023 SH   SOLE   57,023 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   10,464,505 185,016 SH   SOLE   185,016 0 0
CATERPILLAR INC COM 149123101   15,459,743 42,617 SH   SOLE   42,617 0 0
CISCO SYS INC COM 17275R102   21,559,811 364,186 SH   SOLE   364,186 0 0
AMERICAN TOWER CORP NEW COM 03027X100   7,817,851 42,625 SH   SOLE   42,625 0 0
INTUIT COM 461202103   16,076,402 25,579 SH   SOLE   25,579 0 0
UNITED PARCEL SERVICE INC CL B 911312106   8,429,407 66,847 SH   SOLE   66,847 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,913,978 80,706 SH   SOLE   80,706 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830   4,445,259 116,429 SH   SOLE   116,429 0 0
SOUTHWEST AIRLS CO COM 844741108   346,790 10,315 SH   SOLE   10,315 0 0
CLEAR SECURE INC COM CL A 18467V109   458,315 17,204 SH   SOLE   17,204 0 0
DECKERS OUTDOOR CORP COM 243537107   2,958,412 14,567 SH   SOLE   14,567 0 0
EQUIFAX INC COM 294429105   2,620,623 10,283 SH   SOLE   10,283 0 0
NEWMONT CORP COM 651639106   4,201,729 112,889 SH   SOLE   112,889 0 0
ENTEGRIS INC COM 29362U104   1,412,001 14,254 SH   SOLE   14,254 0 0
CARDINAL HEALTH INC COM 14149Y108   3,107,189 26,272 SH   SOLE   26,272 0 0
LAS VEGAS SANDS CORP COM 517834107   1,945,876 37,887 SH   SOLE   37,887 0 0
NISOURCE INC COM 65473P105   1,737,278 47,260 SH   SOLE   47,260 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,924,885 34,547 SH   SOLE   34,547 0 0
EBAY INC. COM 278642103   3,211,054 51,833 SH   SOLE   51,833 0 0
VERALTO CORP COM SHS 92338C103   2,570,287 25,236 SH   SOLE   25,236 0 0
IQVIA HLDGS INC COM 46266C105   3,706,179 18,860 SH   SOLE   18,860 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,097,894 18,147 SH   SOLE   18,147 0 0
BOX INC CL A 10316T104   429,412 13,589 SH   SOLE   13,589 0 0
APPLOVIN CORP COM CL A 03831W108   6,680,289 20,629 SH   SOLE   20,629 0 0
WELLTOWER INC COM 95040Q104   7,784,117 61,764 SH   SOLE   61,764 0 0
ECOLAB INC COM 278865100   4,135,748 17,650 SH   SOLE   17,650 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   1,251,662 33,449 SH   SOLE   33,449 0 0
VERISIGN INC COM 92343E102   2,161,904 10,446 SH   SOLE   10,446 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   3,159,412 55,090 SH   SOLE   55,090 0 0
OGE ENERGY CORP COM 670837103   458,040 11,104 SH   SOLE   11,104 0 0
CINTAS CORP COM 172908105   6,051,755 33,124 SH   SOLE   33,124 0 0
WESTERN UN CO COM 959802109   275,176 25,960 SH   SOLE   25,960 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   3,169,989 10,120 SH   SOLE   10,120 0 0
MATTEL INC COM 577081102   241,589 13,626 SH   SOLE   13,626 0 0
DOCUSIGN INC COM 256163106   1,869,043 20,781 SH   SOLE   20,781 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   1,199,466 18,010 SH   SOLE   18,010 0 0
PG&E CORP COM 69331C108   4,192,314 207,746 SH   SOLE   207,746 0 0
JOHNSON CTLS INTL PLC SHS G51502105   5,133,607 65,040 SH   SOLE   65,040 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   708,309 10,366 SH   SOLE   10,366 0 0
TYSON FOODS INC CL A 902494103   1,682,935 29,299 SH   SOLE   29,299 0 0
PINTEREST INC CL A 72352L106   1,766,477 60,913 SH   SOLE   60,913 0 0
BERKLEY W R CORP COM 084423102   1,794,574 30,666 SH   SOLE   30,666 0 0
COOPER COS INC COM 216648501   1,818,564 19,767 SH   SOLE   19,767 0 0
TRACTOR SUPPLY CO COM 892356106   2,956,238 55,715 SH   SOLE   55,715 0 0
ORGANON & C COMMON STOCK 68622V106   326,151 21,860 SH   SOLE   21,860 0 0
RAYMOND JAMES FINL INC COM 754730109   3,243,446 20,881 SH   SOLE   20,881 0 0
STATE STR CORP COM 857477103   3,060,121 31,178 SH   SOLE   31,178 0 0
LAMB WESTON HLDGS INC COM 513272104   782,446 11,708 SH   SOLE   11,708 0 0
INTERNATIONAL PAPER CO COM 460146103   1,797,749 33,403 SH   SOLE   33,403 0 0
FLOWERS FOODS INC COM 343498101   389,896 18,872 SH   SOLE   18,872 0 0
CMS ENERGY CORP COM 125896100   2,119,003 31,793 SH   SOLE   31,793 0 0
SCHLUMBERGER LTD COM STK 806857108   4,967,790 129,572 SH   SOLE   129,572 0 0
PARKER-HANNIFIN CORP COM 701094104   7,468,264 11,742 SH   SOLE   11,742 0 0
DAYFORCE INC COM 15677J108   792,793 10,914 SH   SOLE   10,914 0 0
FEDEX CORP COM 31428X106   5,958,851 21,181 SH   SOLE   21,181 0 0
THE CIGNA GROUP COM 125523100   7,044,608 25,511 SH   SOLE   25,511 0 0
CVS HEALTH CORP COM 126650100   5,153,417 114,801 SH   SOLE   114,801 0 0
CME GROUP INC COM 12572Q105   7,631,542 32,862 SH   SOLE   32,862 0 0
SHERWIN WILLIAMS CO COM 824348106   7,433,929 21,869 SH   SOLE   21,869 0 0
LULULEMON ATHLETICA INC COM 550021109   3,900,582 10,200 SH   SOLE   10,200 0 0
NORFOLK SOUTHN CORP COM 655844108   4,842,565 20,633 SH   SOLE   20,633 0 0
SOUTHERN CO COM 842587107   6,760,283 82,122 SH   SOLE   82,122 0 0
MORGAN STANLEY COM NEW 617446448   13,921,353 110,733 SH   SOLE   110,733 0 0
APPLIED MATLS INC COM 038222105   12,235,143 75,233 SH   SOLE   75,233 0 0
MICROSOFT CORP COM 594918104   274,390,178 650,985 SH   SOLE   650,985 0 0
SALESFORCE INC COM 79466L302   29,167,952 87,243 SH   SOLE   87,243 0 0
UNITEDHEALTH GROUP INC COM 91324P102   42,628,316 84,269 SH   SOLE   84,269 0 0
NVIDIA CORPORATION COM 67066G104   303,683,943 2,261,404 SH   SOLE   2,261,404 0 0
MASTERCARD INCORPORATED CL A 57636Q104   39,646,508 75,292 SH   SOLE   75,292 0 0
DISNEY WALT CO COM 254687106   18,428,870 165,504 SH   SOLE   165,504 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   9,485,599 23,555 SH   SOLE   23,555 0 0
GILEAD SCIENCES INC COM 375558103   10,494,618 113,615 SH   SOLE   113,615 0 0
PROLOGIS INC. COM 74340W103   8,931,333 84,497 SH   SOLE   84,497 0 0
CHEVRON CORP NEW COM 166764100   22,661,811 156,461 SH   SOLE   156,461 0 0
NEXTERA ENERGY INC COM 65339F101   13,224,224 184,464 SH   SOLE   184,464 0 0
FIRST BANCORP P R COM NEW 318672706   267,399 14,384 SH   SOLE   14,384 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,628,821 43,715 SH   SOLE   43,715 0 0
ISHARES INC MSCI HONG KG ETF 464286871   13,402,937 804,498 SH   SOLE   804,498 0 0
CARLYLE GROUP INC COM 14316J108   817,029 16,182 SH   SOLE   16,182 0 0
TRANSUNION COM 89400J107   1,304,430 14,070 SH   SOLE   14,070 0 0
THE CAMPBELLS COMPANY COM 134429109   928,255 22,162 SH   SOLE   22,162 0 0
MID-AMER APT CMNTYS INC COM 59522J103   1,814,806 11,741 SH   SOLE   11,741 0 0
BLOCK H & R INC COM 093671105   677,039 12,813 SH   SOLE   12,813 0 0
ACADIA PHARMACEUTICALS INC COM 004225108   215,796 11,760 SH   SOLE   11,760 0 0
HP INC COM 40434L105   3,466,807 106,246 SH   SOLE   106,246 0 0
DOMINION ENERGY INC COM 25746U109   4,900,721 90,990 SH   SOLE   90,990 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,985,362 10,446 SH   SOLE   10,446 0 0
COPART INC COM 217204106   4,630,570 80,686 SH   SOLE   80,686 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   1,357,465 24,180 SH   SOLE   24,180 0 0
SNAP INC CL A 83304A106   793,404 73,668 SH   SOLE   73,668 0 0
RESMED INC COM 761152107   3,482,720 15,229 SH   SOLE   15,229 0 0
BROWN & BROWN INC COM 115236101   2,468,272 24,194 SH   SOLE   24,194 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   347,858 19,019 SH   SOLE   19,019 0 0
FORD MTR CO COM 345370860   3,790,136 382,842 SH   SOLE   382,842 0 0
WASTE CONNECTIONS INC COM 94106B101   4,306,315 25,098 SH   SOLE   25,098 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   309,818 10,676 SH   SOLE   10,676 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   2,052,187 82,351 SH   SOLE   82,351 0 0
WYNN RESORTS LTD COM 983134107   957,151 11,109 SH   SOLE   11,109 0 0
QUEST DIAGNOSTICS INC COM 74834L100   1,806,549 11,975 SH   SOLE   11,975 0 0
TWILIO INC CL A 90138F102   1,314,253 12,160 SH   SOLE   12,160 0 0
OVINTIV INC COM 69047Q102   1,372,383 33,886 SH   SOLE   33,886 0 0
NUTANIX INC CL A 67059N108   1,703,374 27,842 SH   SOLE   27,842 0 0
EXPEDIA GROUP INC COM NEW 30212P303   2,415,955 12,966 SH   SOLE   12,966 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   600,519 11,322 SH   SOLE   11,322 0 0
CENCORA INC COM 03073E105   4,123,777 18,354 SH   SOLE   18,354 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   6,288,709 37,973 SH   SOLE   37,973 0 0
HORMEL FOODS CORP COM 440452100   848,213 27,039 SH   SOLE   27,039 0 0
TERADYNE INC COM 880770102   2,079,065 16,511 SH   SOLE   16,511 0 0
DATADOG INC CL A COM 23804L103   3,660,699 25,619 SH   SOLE   25,619 0 0
EVERSOURCE ENERGY COM 30040W108   2,147,135 37,387 SH   SOLE   37,387 0 0
KEURIG DR PEPPER INC COM 49271V100   3,633,607 113,126 SH   SOLE   113,126 0 0
BUNGE GLOBAL SA COM SHS H11356104   1,343,771 17,281 SH   SOLE   17,281 0 0
LKQ CORP COM 501889208   1,071,593 29,159 SH   SOLE   29,159 0 0
CHURCH & DWIGHT CO INC COM 171340102   2,605,918 24,887 SH   SOLE   24,887 0 0
CBOE GLOBAL MKTS INC COM 12503M108   2,129,274 10,897 SH   SOLE   10,897 0 0
MGIC INVT CORP WIS COM 552848103   561,429 23,679 SH   SOLE   23,679 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,458,875 16,451 SH   SOLE   16,451 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   1,377,566 13,333 SH   SOLE   13,333 0 0
EDISON INTL COM 281020107   3,402,541 42,617 SH   SOLE   42,617 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   2,686,627 11,883 SH   SOLE   11,883 0 0
VIATRIS INC COM 92556V106   1,709,024 137,271 SH   SOLE   137,271 0 0
ESSENTIAL UTILS INC COM 29670G102   750,807 20,672 SH   SOLE   20,672 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   1,248,655 33,566 SH   SOLE   33,566 0 0
KRAFT HEINZ CO COM 500754106   2,825,566 92,008 SH   SOLE   92,008 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   7,037,914 15,226 SH   SOLE   15,226 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   7,592,438 70,470 SH   SOLE   70,470 0 0
ELEVANCE HEALTH INC COM 036752103   7,806,293 21,161 SH   SOLE   21,161 0 0
WASTE MGMT INC DEL COM 94106L109   7,390,357 36,624 SH   SOLE   36,624 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   7,508,195 24,989 SH   SOLE   24,989 0 0
WORKDAY INC CL A 98138H101   5,015,587 19,438 SH   SOLE   19,438 0 0
MOODYS CORP COM 615369105   7,080,195 14,957 SH   SOLE   14,957 0 0
MCKESSON CORP COM 58155Q103   6,744,315 11,834 SH   SOLE   11,834 0 0
TJX COS INC NEW COM 872540109   12,434,732 102,928 SH   SOLE   102,928 0 0
STRYKER CORPORATION COM 863667101   11,268,845 31,298 SH   SOLE   31,298 0 0
TESLA INC COM 88160R101   107,041,830 265,060 SH   SOLE   265,060 0 0
ADOBE INC COM 00724F101   17,863,685 40,172 SH   SOLE   40,172 0 0
JPMORGAN CHASE & CO. COM 46625H100   62,239,263 259,644 SH   SOLE   259,644 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   54,817,417 120,935 SH   SOLE   120,935 0 0
MERCK & CO INC COM 58933Y105   23,011,813 231,321 SH   SOLE   231,321 0 0
UNION PAC CORP COM 907818108   12,677,656 55,594 SH   SOLE   55,594 0 0
ADVANCED MICRO DEVICES INC COM 007903107   17,840,683 147,700 SH   SOLE   147,700 0 0
AMGEN INC COM 031162100   12,780,482 49,035 SH   SOLE   49,035 0 0
DEERE & CO COM 244199105   10,050,164 23,720 SH   SOLE   23,720 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   18,479,349 84,062 SH   SOLE   84,062 0 0
ABBVIE INC COM 00287Y109   28,643,818 161,192 SH   SOLE   161,192 0 0
PFIZER INC COM 717081103   13,719,485 517,131 SH   SOLE   517,131 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   14,961,970 197,805 SH   SOLE   197,805 0 0
MUELLER WTR PRODS INC COM SER A 624758108   278,730 12,388 SH   SOLE   12,388 0 0
AGNC INVT CORP COM 00123Q104   228,076 24,764 SH   SOLE   24,764 0 0
CUMMINS INC COM 231021106   4,944,542 14,184 SH   SOLE   14,184 0 0
DOVER CORP COM 260003108   2,653,977 14,147 SH   SOLE   14,147 0 0
XYLEM INC COM 98419M100   2,782,508 23,983 SH   SOLE   23,983 0 0
BANK NEW YORK MELLON CORP COM 064058100   5,778,845 75,216 SH   SOLE   75,216 0 0
STERIS PLC SHS USD G8473T100   2,103,907 10,235 SH   SOLE   10,235 0 0
EXPEDITORS INTL WASH INC COM 302130109   1,903,582 17,185 SH   SOLE   17,185 0 0
F N B CORP COM 302520101   392,069 26,527 SH   SOLE   26,527 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,297,805 13,304 SH   SOLE   13,304 0 0
DEXCOM INC COM 252131107   3,123,165 40,159 SH   SOLE   40,159 0 0
NASDAQ INC COM 631103108   3,156,722 40,832 SH   SOLE   40,832 0 0
LOEWS CORP COM 540424108   1,599,032 18,881 SH   SOLE   18,881 0 0
GEN DIGITAL INC COM 668771108   1,644,607 60,066 SH   SOLE   60,066 0 0
BALL CORP COM 058498106   1,698,390 30,807 SH   SOLE   30,807 0 0
SYNCHRONY FINANCIAL COM 87165B103   2,403,440 36,976 SH   SOLE   36,976 0 0
CENTERPOINT ENERGY INC COM 15189T107   1,730,364 54,534 SH   SOLE   54,534 0 0
TRAVELERS COMPANIES INC COM 89417E109   5,538,784 22,993 SH   SOLE   22,993 0 0
GARMIN LTD SHS H2906T109   3,238,695 15,702 SH   SOLE   15,702 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   3,445,268 19,531 SH   SOLE   19,531 0 0
PTC INC COM 69370C100   2,138,224 11,629 SH   SOLE   11,629 0 0
DARDEN RESTAURANTS INC COM 237194105   2,381,604 12,757 SH   SOLE   12,757 0 0
FASTENAL CO COM 311900104   4,369,324 60,761 SH   SOLE   60,761 0 0
NEWS CORP NEW CL A 65249B109   1,217,378 44,204 SH   SOLE   44,204 0 0
AUTODESK INC COM 052769106   6,450,815 21,825 SH   SOLE   21,825 0 0
VALERO ENERGY CORP COM 91913Y100   4,220,774 34,430 SH   SOLE   34,430 0 0
WENDYS CO COM 95058W100   216,872 13,305 SH   SOLE   13,305 0 0
WESTERN DIGITAL CORP COM 958102105   1,882,459 31,569 SH   SOLE   31,569 0 0
PURE STORAGE INC CL A 74624M102   1,766,850 28,762 SH   SOLE   28,762 0 0
VEEVA SYS INC CL A COM 922475108   3,237,219 15,397 SH   SOLE   15,397 0 0
ATLASSIAN CORPORATION CL A 049468101   3,617,600 14,864 SH   SOLE   14,864 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,056,096 16,602 SH   SOLE   16,602 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   2,325,973 22,020 SH   SOLE   22,020 0 0
ONEOK INC NEW COM 682680103   5,828,521 58,053 SH   SOLE   58,053 0 0
QUANTA SVCS INC COM 74762E102   4,297,016 13,596 SH   SOLE   13,596 0 0
EXACT SCIENCES CORP COM 30063P105   714,175 12,710 SH   SOLE   12,710 0 0
DROPBOX INC CL A 26210C104   403,167 13,421 SH   SOLE   13,421 0 0
DOW INC COM 260557103   2,784,741 69,393 SH   SOLE   69,393 0 0
COTERRA ENERGY INC COM 127097103   2,076,581 81,307 SH   SOLE   81,307 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   2,131,475 28,699 SH   SOLE   28,699 0 0
SMITH A O CORP COM 831865209   1,085,358 15,912 SH   SOLE   15,912 0 0
CARMAX INC COM 143130102   882,354 10,792 SH   SOLE   10,792 0 0
INTEL CORP COM 458140100   7,823,891 390,219 SH   SOLE   390,219 0 0
MONDELEZ INTL INC CL A 609207105   7,281,206 121,902 SH   SOLE   121,902 0 0
ZOETIS INC CL A 98978V103   6,736,178 41,344 SH   SOLE   41,344 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   7,606,394 20,594 SH   SOLE   20,594 0 0
AON PLC SHS CL A G0403H108   6,408,133 17,842 SH   SOLE   17,842 0 0
HUMANA INC COM 444859102   2,787,512 10,987 SH   SOLE   10,987 0 0
MARATHON PETE CORP COM 56585A102   4,260,749 30,543 SH   SOLE   30,543 0 0
UBER TECHNOLOGIES INC COM 90353T100   10,408,518 172,555 SH   SOLE   172,555 0 0
BOSTON SCIENTIFIC CORP COM 101137107   12,003,715 134,390 SH   SOLE   134,390 0 0
JOHNSON & JOHNSON COM 478160104   31,770,122 219,680 SH   SOLE   219,680 0 0
NETFLIX INC COM 64110L106   34,907,656 39,164 SH   SOLE   39,164 0 0
T-MOBILE US INC COM 872590104   10,576,278 47,915 SH   SOLE   47,915 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   18,135,218 34,860 SH   SOLE   34,860 0 0
LOWES COS INC COM 548661107   12,776,836 51,770 SH   SOLE   51,770 0 0
ORACLE CORP COM 68389X105   25,284,121 151,729 SH   SOLE   151,729 0 0
DANAHER CORPORATION COM 235851102   13,616,217 59,317 SH   SOLE   59,317 0 0
ISHARES INC MSCI STH KOR ETF 464286772   5,816,625 114,298 SH   SOLE   114,298 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   6,728,800 130,000 SH   SOLE   130,000 0 0
D R HORTON INC COM 23331A109   4,112,526 29,413 SH   SOLE   29,413 0 0
VICI PPTYS INC COM 925652109   3,164,290 108,329 SH   SOLE   108,329 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   2,947,372 16,649 SH   SOLE   16,649 0 0
PENTAIR PLC SHS G7S00T104   1,730,807 17,198 SH   SOLE   17,198 0 0
MDU RES GROUP INC COM 552690109   304,808 16,915 SH   SOLE   16,915 0 0
AMERIPRISE FINL INC COM 03076C106   5,543,129 10,411 SH   SOLE   10,411 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   5,450,513 23,627 SH   SOLE   23,627 0 0
VERISK ANALYTICS INC COM 92345Y106   3,918,543 14,227 SH   SOLE   14,227 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   2,506,903 49,622 SH   SOLE   49,622 0 0
CLOROX CO DEL COM 189054109   2,175,644 13,396 SH   SOLE   13,396 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,767,067 129,605 SH   SOLE   129,605 0 0
RADIAN GROUP INC COM 750236101   331,855 10,462 SH   SOLE   10,462 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,052,670 72,919 SH   SOLE   72,919 0 0
SUN CMNTYS INC COM 866674104   1,545,733 12,570 SH   SOLE   12,570 0 0
THE TRADE DESK INC COM CL A 88339J105   5,109,852 43,477 SH   SOLE   43,477 0 0
MODERNA INC COM 60770K107   941,246 22,637 SH   SOLE   22,637 0 0
GENTEX CORP COM 371901109   356,166 12,397 SH   SOLE   12,397 0 0
SIMON PPTY GROUP INC NEW COM 828806109   5,592,348 32,474 SH   SOLE   32,474 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   479,534 51,397 SH   SOLE   51,397 0 0
REGENCY CTRS CORP COM 758849103   1,194,783 16,161 SH   SOLE   16,161 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   1,346,987 27,969 SH   SOLE   27,969 0 0
PREMIER INC CL A 74051N102   272,568 12,857 SH   SOLE   12,857 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,230,789 42,371 SH   SOLE   42,371 0 0
GODADDY INC CL A 380237107   2,867,391 14,528 SH   SOLE   14,528 0 0
SYSCO CORP COM 871829107   4,002,069 52,342 SH   SOLE   52,342 0 0
BIOGEN INC COM 09062X103   2,462,012 16,100 SH   SOLE   16,100 0 0
WILLIAMS SONOMA INC COM 969904101   2,440,117 13,177 SH   SOLE   13,177 0 0
YUM BRANDS INC COM 988498101   3,941,352 29,378 SH   SOLE   29,378 0 0
NUCOR CORP COM 670346105   2,831,385 24,260 SH   SOLE   24,260 0 0
DIAMONDBACK ENERGY INC COM 25278X109   3,186,002 19,447 SH   SOLE   19,447 0 0
INGERSOLL RAND INC COM 45687V106   3,487,233 38,550 SH   SOLE   38,550 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   4,485,922 60,596 SH   SOLE   60,596 0 0
OTIS WORLDWIDE CORP COM 68902V107   3,960,652 42,767 SH   SOLE   42,767 0 0
CDW CORP COM 12514G108   2,512,441 14,436 SH   SOLE   14,436 0 0
TRADEWEB MKTS INC CL A 892672106   1,521,290 11,620 SH   SOLE   11,620 0 0
MCCORMICK & CO INC COM NON VTG 579780206   1,697,255 22,262 SH   SOLE   22,262 0 0
SEI INVTS CO COM 784117103   1,092,035 13,240 SH   SOLE   13,240 0 0
KIMBERLY-CLARK CORP COM 494368103   4,671,183 35,647 SH   SOLE   35,647 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,870,783 14,536 SH   SOLE   14,536 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   3,005,944 21,025 SH   SOLE   21,025 0 0
WEC ENERGY GROUP INC COM 92939U106   3,049,905 32,432 SH   SOLE   32,432 0 0
GALLAGHER ARTHUR J & CO COM 363576109   5,675,581 19,995 SH   SOLE   19,995 0 0
HESS CORP COM 42809H107   2,576,537 19,371 SH   SOLE   19,371 0 0
JUNIPER NETWORKS INC COM 48203R104   860,901 22,988 SH   SOLE   22,988 0 0
AIRBNB INC COM CL A 009066101   5,276,637 40,154 SH   SOLE   40,154 0 0
AMERICAN ELEC PWR CO INC COM 025537101   3,682,098 39,923 SH   SOLE   39,923 0 0
COREBRIDGE FINL INC COM 21871X109   556,279 18,586 SH   SOLE   18,586 0 0
SOLVENTUM CORP COM SHS 83444M101   670,443 10,149 SH   SOLE   10,149 0 0
BOEING CO COM 097023105   11,769,792 66,496 SH   SOLE   66,496 0 0
PAYPAL HLDGS INC COM 70450Y103   7,564,656 88,631 SH   SOLE   88,631 0 0
COLGATE PALMOLIVE CO COM 194162103   6,439,792 70,837 SH   SOLE   70,837 0 0
AMPHENOL CORP NEW CL A 032095101   7,632,694 109,902 SH   SOLE   109,902 0 0
MARRIOTT INTL INC NEW CL A 571903202   6,091,213 21,837 SH   SOLE   21,837 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   7,266,452 21,237 SH   SOLE   21,237 0 0
CHUBB LIMITED COM H1467J104   9,680,447 35,036 SH   SOLE   35,036 0 0
PROGRESSIVE CORP COM 743315103   12,806,436 53,447 SH   SOLE   53,447 0 0
SCHWAB CHARLES CORP COM 808513105   10,810,419 146,067 SH   SOLE   146,067 0 0
VISA INC COM CL A 92826C839   48,177,770 152,442 SH   SOLE   152,442 0 0
AMAZON COM INC COM 023135106   191,049,419 870,821 SH   SOLE   870,821 0 0
AT&T INC COM 00206R102   14,899,390 654,343 SH   SOLE   654,343 0 0
BROADCOM INC COM 11135F101   93,875,957 404,917 SH   SOLE   404,917 0 0
QUALCOMM INC COM 747525103   15,617,163 101,661 SH   SOLE   101,661 0 0
S&P GLOBAL INC COM 78409V104   14,552,935 29,221 SH   SOLE   29,221 0 0
SERVICENOW INC COM 81762P102   19,929,196 18,799 SH   SOLE   18,799 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   16,502,336 28,819 SH   SOLE   28,819 0 0
WALMART INC COM 931142103   36,452,069 403,454 SH   SOLE   403,454 0 0
ABBOTT LABS COM 002824100   17,959,493 158,779 SH   SOLE   158,779 0 0
ROBLOX CORP CL A 771049103   2,215,286 38,287 SH   SOLE   38,287 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   20,275,298 597,915 SH   SOLE   597,915 0 0
MGM RESORTS INTERNATIONAL COM 552953101   553,915 15,986 SH   SOLE   15,986 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,688,575 11,814 SH   SOLE   11,814 0 0
REVVITY INC COM 714046109   1,453,051 13,019 SH   SOLE   13,019 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   364,373 21,858 SH   SOLE   21,858 0 0
GRACO INC COM 384109104   1,579,510 18,739 SH   SOLE   18,739 0 0
CLOUDFLARE INC CL A COM 18915M107   2,802,157 26,023 SH   SOLE   26,023 0 0
KENVUE INC COM 49177J102   4,235,627 198,390 SH   SOLE   198,390 0 0
VULCAN MATLS CO COM 929160109   3,298,203 12,822 SH   SOLE   12,822 0 0
WILLIAMS COS INC COM 969457100   6,337,019 117,092 SH   SOLE   117,092 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   4,438,429 52,532 SH   SOLE   52,532 0 0
GENERAL MTRS CO COM 37045V100   5,846,596 109,754 SH   SOLE   109,754 0 0
DEVON ENERGY CORP NEW COM 25179M103   2,245,049 68,593 SH   SOLE   68,593 0 0
DIGITAL RLTY TR INC COM 253868103   5,742,832 32,385 SH   SOLE   32,385 0 0
ANTERO MIDSTREAM CORP COM 03676B102   219,725 14,561 SH   SOLE   14,561 0 0
CAPITAL ONE FINL CORP COM 14040H105   6,494,414 36,420 SH   SOLE   36,420 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,439,150 70,999 SH   SOLE   70,999 0 0
GLOBAL PMTS INC COM 37940X102   2,624,557 23,421 SH   SOLE   23,421 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   3,281,015 29,991 SH   SOLE   29,991 0 0
ENTERGY CORP NEW COM 29364G103   3,124,694 41,212 SH   SOLE   41,212 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   1,552,278 20,484 SH   SOLE   20,484 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   1,810,155 23,384 SH   SOLE   23,384 0 0
BENTLEY SYS INC COM CL B 08265T208   849,847 18,198 SH   SOLE   18,198 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   283,216 10,173 SH   SOLE   10,173 0 0
BXP INC COM 101121101   1,029,440 13,844 SH   SOLE   13,844 0 0
WABTEC COM 929740108   3,213,361 16,949 SH   SOLE   16,949 0 0
KELLANOVA COM 487836108   1,541,993 19,044 SH   SOLE   19,044 0 0
HOWMET AEROSPACE INC COM 443201108   4,081,688 37,320 SH   SOLE   37,320 0 0
FRANKLIN RESOURCES INC COM 354613101   491,485 24,223 SH   SOLE   24,223 0 0
MOSAIC CO NEW COM 61945C103   540,121 21,974 SH   SOLE   21,974 0 0
ILLUMINA INC COM 452327109   2,082,089 15,581 SH   SOLE   15,581 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   1,804,204 170,691 SH   SOLE   170,691 0 0
NORTHERN TR CORP COM 665859104   2,297,333 22,413 SH   SOLE   22,413 0 0
CINCINNATI FINL CORP COM 172062101   2,251,923 15,671 SH   SOLE   15,671 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   2,126,678 24,640 SH   SOLE   24,640 0 0
VONTIER CORPORATION COM 928881101   398,690 10,932 SH   SOLE   10,932 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   6,133,028 24,814 SH   SOLE   24,814 0 0
ROLLINS INC COM 775711104   1,497,708 32,313 SH   SOLE   32,313 0 0
EASTMAN CHEM CO COM 277432100   1,229,532 13,464 SH   SOLE   13,464 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   5,260,730 77,069 SH   SOLE   77,069 0 0
DYNATRACE INC COM NEW 268150109   1,661,153 30,564 SH   SOLE   30,564 0 0
CAMDEN PPTY TR SH BEN INT 133131102   1,252,768 10,796 SH   SOLE   10,796 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   3,675,085 47,008 SH   SOLE   47,008 0 0
CONSTELLATION BRANDS INC CL A 21036P108   3,645,174 16,494 SH   SOLE   16,494 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   2,443,643 34,053 SH   SOLE   34,053 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   2,225,586 27,271 SH   SOLE   27,271 0 0
GENERAL MLS INC COM 370334104   3,661,865 57,423 SH   SOLE   57,423 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   2,540,965 20,411 SH   SOLE   20,411 0 0
SMUCKER J M CO COM NEW 832696405   1,246,889 11,323 SH   SOLE   11,323 0 0
TORO CO COM 891092108   883,423 11,029 SH   SOLE   11,029 0 0
KROGER CO COM 501044101   4,340,610 70,983 SH   SOLE   70,983 0 0
DTE ENERGY CO COM 233331107   3,096,151 25,641 SH   SOLE   25,641 0 0
EOG RES INC COM 26875P101   6,360,554 51,889 SH   SOLE   51,889 0 0
FREEPORT-MCMORAN INC CL B 35671D857   4,993,240 131,125 SH   SOLE   131,125 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   517,809 26,365 SH   SOLE   26,365 0 0
3M CO COM 88579Y101   6,471,669 50,133 SH   SOLE   50,133 0 0
SYNOPSYS INC COM 871607107   6,804,262 14,019 SH   SOLE   14,019 0 0
TOAST INC CL A 888787108   1,417,650 38,893 SH   SOLE   38,893 0 0
EMERSON ELEC CO COM 291011104   6,476,954 52,263 SH   SOLE   52,263 0 0
SEMPRA COM 816851109   4,410,912 50,284 SH   SOLE   50,284 0 0