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   12,839,662 125,645 SH   SOLE   125,645 0 0
ABBOTT LABS COM 002824100   35,365,976 340,352 SH   SOLE   340,352 0 0
ABBVIE INC COM 00287Y109   56,132,835 327,267 SH   SOLE   327,267 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   6,091,800 114,400 SH   SOLE   114,400 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   34,402,446 113,386 SH   SOLE   113,386 0 0
ADOBE INC COM 00724F101   43,137,125 77,649 SH   SOLE   77,649 0 0
ADVANCED MICRO DEVICES INC COM 007903107   44,762,498 275,954 SH   SOLE   275,954 0 0
AFLAC INC COM 001055102   13,342,110 149,391 SH   SOLE   149,391 0 0
AGCO CORP COM 001084102   7,037,572 71,900 SH   SOLE   71,900 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   11,494,421 88,671 SH   SOLE   88,671 0 0
AIR PRODS & CHEMS INC COM 009158106   10,591,146 41,043 SH   SOLE   41,043 0 0
AIRBNB INC COM CL A 009066101   13,117,359 86,509 SH   SOLE   86,509 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   56,291,904 781,832 SH   SOLE   781,832 0 0
ALPHABET INC CAP STK CL C 02079K107   41,340,116 225,385 SH   SOLE   225,385 0 0
ALPHABET INC CAP STK CL A 02079K305   353,858,797 1,942,678 SH   SOLE   1,942,678 0 0
AMAZON COM INC COM 023135106   373,845,217 1,934,516 SH   SOLE   1,934,516 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E112   7,135,700 357,500 SH   SOLE   357,500 0 0
AMERICAN EXPRESS CO COM 025816109   30,665,324 132,435 SH   SOLE   132,435 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   15,748,531 212,130 SH   SOLE   212,130 0 0
AMERICAN TOWER CORP NEW COM 03027X100   17,961,878 92,406 SH   SOLE   92,406 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   10,506,132 81,342 SH   SOLE   81,342 0 0
AMERIPRISE FINL INC COM 03076C106   13,995,598 32,762 SH   SOLE   32,762 0 0
AMETEK INC COM 031100100   8,051,259 48,295 SH   SOLE   48,295 0 0
AMGEN INC COM 031162100   33,388,094 106,859 SH   SOLE   106,859 0 0
AMKOR TECHNOLOGY INC COM 031652100   6,459,228 161,400 SH   SOLE   161,400 0 0
AMPHENOL CORP NEW CL A 032095101   18,542,851 275,239 SH   SOLE   275,239 0 0
ANALOG DEVICES INC COM 032654105   25,281,849 110,759 SH   SOLE   110,759 0 0
AON PLC SHS CL A G0403H108   16,411,122 55,900 SH   SOLE   55,900 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   15,030,429 127,301 SH   SOLE   127,301 0 0
APPLE INC COM 037833100   601,550,518 2,856,094 SH   SOLE   2,856,094 0 0
APPLIED MATLS INC COM 038222105   39,429,681 167,082 SH   SOLE   167,082 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,461,716 24,400 SH   SOLE   24,400 0 0
ARGENX SE SPONSORED ADR 04016X101   2,580,240 6,000 SH   SOLE   6,000 0 0
ARISTA NETWORKS INC COM 040413106   17,629,144 50,300 SH   SOLE   50,300 0 0
AT&T INC COM 00206R102   24,480,540 1,281,033 SH   SOLE   1,281,033 0 0
AUTODESK INC COM 052769106   15,810,817 63,895 SH   SOLE   63,895 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   18,374,594 76,981 SH   SOLE   76,981 0 0
AUTOZONE INC COM 053332102   9,997,909 3,373 SH   SOLE   3,373 0 0
AVALONBAY CMNTYS INC COM 053484101   12,839,800 62,061 SH   SOLE   62,061 0 0
AVERY DENNISON CORP COM 053611109   9,801,860 44,829 SH   SOLE   44,829 0 0
BAIDU INC SPON ADR REP A 056752108   5,153,948 59,597 SH   SOLE   59,597 0 0
BAKER HUGHES COMPANY CL A 05722G100   15,440,649 439,029 SH   SOLE   439,029 0 0
BANK AMERICA CORP COM 060505104   59,476,989 1,495,524 SH   SOLE   1,495,524 0 0
BANK NEW YORK MELLON CORP COM 064058100   15,409,098 257,290 SH   SOLE   257,290 0 0
BECTON DICKINSON & CO COM 075887109   15,453,138 66,121 SH   SOLE   66,121 0 0
BIOGEN INC COM 09062X103   9,274,654 40,008 SH   SOLE   40,008 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   2,469,900 30,000 SH   SOLE   30,000 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509   285,986,742 4,814,000 SH   SOLE   4,814,000 0 0
BLACKROCK INC COM 09247X101   26,305,935 33,412 SH   SOLE   33,412 0 0
BLACKSTONE INC COM 09260D107   24,425,740 197,300 SH   SOLE   197,300 0 0
BLOCK INC CL A 852234103   11,390,546 176,625 SH   SOLE   176,625 0 0
BOOKING HOLDINGS INC COM 09857L108   27,076,852 6,835 SH   SOLE   6,835 0 0
BOSTON SCIENTIFIC CORP COM 101137107   28,384,422 368,581 SH   SOLE   368,581 0 0
BOX INC CL A 10316T104   5,938,424 224,600 SH   SOLE   224,600 0 0
BRADY CORP CL A 104674106   3,525,468 53,400 SH   SOLE   53,400 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   18,004,334 433,526 SH   SOLE   433,526 0 0
BROADCOM INC COM 11135F101   112,602,241 70,134 SH   SOLE   70,134 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   17,644,177 424,313 SH   SOLE   424,313 0 0
BUNGE GLOBAL SA COM SHS H11356104   9,374,406 87,800 SH   SOLE   87,800 0 0
CABOT CORP COM 127055101   6,064,740 66,000 SH   SOLE   66,000 0 0
CACI INTL INC CL A 127190304   8,602,600 20,000 SH   SOLE   20,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   17,310,629 56,249 SH   SOLE   56,249 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   12,330,948 156,609 SH   SOLE   156,609 0 0
CAPITAL ONE FINL CORP COM 14040H105   15,386,779 111,136 SH   SOLE   111,136 0 0
CARGURUS INC COM CL A 141788109   4,915,120 187,600 SH   SOLE   187,600 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   8,481,492 77,400 SH   SOLE   77,400 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   11,254,039 178,409 SH   SOLE   178,409 0 0
CATERPILLAR INC COM 149123101   29,264,833 87,856 SH   SOLE   87,856 0 0
CENCORA INC COM 03073E108   13,793,992 61,225 SH   SOLE   61,225 0 0
CENTENE CORP DEL COM 15135B101   742,560 11,200 SH   SOLE   11,200 0 0
CHENIERE ENERGY INC COM NEW 16411R208   3,793,811 21,700 SH   SOLE   21,700 0 0
CHEVRON CORP NEW COM 166764100   65,935,722 421,530 SH   SOLE   421,530 0 0
CHEWY INC CL A 16679L109   4,546,356 166,900 SH   SOLE   166,900 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   19,427,765 310,100 SH   SOLE   310,100 0 0
CHUBB LIMITED COM H1467J104   23,294,160 91,321 SH   SOLE   91,321 0 0
CHURCH & DWIGHT CO INC COM 171340102   9,802,114 94,542 SH   SOLE   94,542 0 0
CINTAS CORP COM 172908105   16,518,433 23,589 SH   SOLE   23,589 0 0
CISCO SYS INC COM 17275R102   34,167,291 719,160 SH   SOLE   719,160 0 0
CITIGROUP INC COM NEW 172967424   29,297,958 461,676 SH   SOLE   461,676 0 0
CME GROUP INC COM 12572Q105   17,083,753 86,896 SH   SOLE   86,896 0 0
COCA COLA CO COM 191216100   46,218,174 726,130 SH   SOLE   726,130 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   11,234,348 165,211 SH   SOLE   165,211 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,511,199 11,300 SH   SOLE   11,300 0 0
COLGATE PALMOLIVE CO COM 194162103   17,674,186 182,133 SH   SOLE   182,133 0 0
COMCAST CORP NEW CL A 20030N101   28,390,060 724,976 SH   SOLE   724,976 0 0
CONOCOPHILLIPS COM 20825C104   38,576,713 337,268 SH   SOLE   337,268 0 0
CONSOLIDATED EDISON INC COM 209115104   10,436,655 116,715 SH   SOLE   116,715 0 0
CONSTELLATION ENERGY CORP COM 21037T109   11,054,303 55,197 SH   SOLE   55,197 0 0
COOPER COS INC COM 216648501   1,746,000 20,000 SH   SOLE   20,000 0 0
COPART INC COM 217204106   11,497,518 212,288 SH   SOLE   212,288 0 0
CORNING INC COM 219350105   11,411,488 293,732 SH   SOLE   293,732 0 0
CORTEVA INC COM 22052L104   11,282,953 209,176 SH   SOLE   209,176 0 0
COSTCO WHSL CORP NEW COM 22160K105   59,681,197 70,214 SH   SOLE   70,214 0 0
COTERRA ENERGY INC COM 127097103   9,419,603 353,191 SH   SOLE   353,191 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   18,398,867 48,015 SH   SOLE   48,015 0 0
CROWN CASTLE INC COM 22822V101   9,474,652 96,977 SH   SOLE   96,977 0 0
CSX CORP COM 126408103   10,495,405 313,764 SH   SOLE   313,764 0 0
CUMMINS INC COM 231021106   13,777,267 49,750 SH   SOLE   49,750 0 0
CVS HEALTH CORP COM 126650100   13,611,735 230,473 SH   SOLE   230,473 0 0
D R HORTON INC COM 23331A109   9,780,260 69,398 SH   SOLE   69,398 0 0
DANAHER CORPORATION COM 235851102   31,012,881 124,126 SH   SOLE   124,126 0 0
DBX ETF TR XTKR EMGRIN MKTS 233051192   44,964,156 1,507,822 SH   SOLE   1,507,822 0 0
DEERE & CO COM 244199105   23,320,116 62,415 SH   SOLE   62,415 0 0
DELL TECHNOLOGIES INC CL C 24703L202   8,675,090 62,904 SH   SOLE   62,904 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898   8,433,562 527,835 SH   SOLE   527,835 0 0
DEVON ENERGY CORP NEW COM 25179M103   16,972,518 358,070 SH   SOLE   358,070 0 0
DEXCOM INC COM 252131107   11,130,287 98,168 SH   SOLE   98,168 0 0
DIAMONDBACK ENERGY INC COM 25278X109   20,499,255 102,399 SH   SOLE   102,399 0 0
DIGITAL RLTY TR INC COM 253868103   10,990,630 72,283 SH   SOLE   72,283 0 0
DISCOVER FINL SVCS COM 254709108   13,149,152 100,521 SH   SOLE   100,521 0 0
DISNEY WALT CO COM 254687106   31,101,996 313,244 SH   SOLE   313,244 0 0
DOVER CORP COM 260003108   14,328,812 79,406 SH   SOLE   79,406 0 0
DUPONT DE NEMOURS INC COM 26614N102   10,080,487 125,239 SH   SOLE   125,239 0 0
DYNATRACE INC COM NEW 268150109   7,686,332 171,800 SH   SOLE   171,800 0 0
EATON CORP PLC SHS G29183103   26,084,538 83,191 SH   SOLE   83,191 0 0
ECOLAB INC COM 278865100   15,669,920 65,840 SH   SOLE   65,840 0 0
EDGEWELL PERS CARE CO COM 28035Q102   3,146,877 78,300 SH   SOLE   78,300 0 0
EDISON INTL COM 281020107   10,150,128 141,347 SH   SOLE   141,347 0 0
EDWARDS LIFESCIENCES CORP COM 28176E112   16,197,818 175,358 SH   SOLE   175,358 0 0
ELEVANCE HEALTH INC COM 036752103   24,644,876 45,482 SH   SOLE   45,482 0 0
ELI LILLY & CO COM 532457108   129,802,519 143,368 SH   SOLE   143,368 0 0
EMERSON ELEC CO COM 291011104   16,344,659 148,372 SH   SOLE   148,372 0 0
ENBRIDGE INC COM 29250N105   26,955,892 757,861 SH   SOLE   757,861 0 0
EOG RES INC COM 26875P101   27,174,326 215,892 SH   SOLE   215,892 0 0
EQUIFAX INC COM 294429105   10,441,297 43,064 SH   SOLE   43,064 0 0
EQUINIX INC COM 29444U700   15,853,039 20,953 SH   SOLE   20,953 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   11,531,242 166,300 SH   SOLE   166,300 0 0
EVERSOURCE ENERGY COM 30040W108   8,856,003 156,163 SH   SOLE   156,163 0 0
EXELON CORP COM 30161N101   7,978,124 230,515 SH   SOLE   230,515 0 0
EXXON MOBIL CORP COM 30231G102   25,516,578 221,652 SH   SOLE   221,652 0 0
EXXON MOBIL CORP COM 30231G102   25,516,578 221,652 SH   SOLE   221,652 0 0
F5 INC COM 315616102   7,233,660 42,000 SH   SOLE   42,000 0 0
FABRINET SHS G3323L100   9,228,583 37,700 SH   SOLE   37,700 0 0
FEDEX CORP COM 31428X106   12,166,008 40,575 SH   SOLE   40,575 0 0
FERGUSON PLC NEW SHS G3421J106   8,985,553 46,401 SH   SOLE   46,401 0 0
FERRARI N V COM N3167Y103   4,287,885 10,500 SH   SOLE   10,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   12,666,659 168,082 SH   SOLE   168,082 0 0
FISERV INC COM 337738108   21,943,308 147,231 SH   SOLE   147,231 0 0
FLOWSERVE CORP COM 34354P105   5,372,770 111,700 SH   SOLE   111,700 0 0
FORD MTR CO DEL COM 345370860   12,386,510 987,760 SH   SOLE   987,760 0 0
FORMFACTOR INC COM 346375108   5,157,156 85,200 SH   SOLE   85,200 0 0
FREEPORT-MCMORAN INC CL B 35671D857   19,749,436 406,367 SH   SOLE   406,367 0 0
GALLAGHER ARTHUR J & CO COM 363576109   14,923,290 57,550 SH   SOLE   57,550 0 0
GARTNER INC COM 366651107   9,969,581 22,201 SH   SOLE   22,201 0 0
GATES INDL CORP PLC ORD SHS G39108108   8,401,434 531,400 SH   SOLE   531,400 0 0
GE AEROSPACE COM NEW 369604301   31,811,168 200,108 SH   SOLE   200,108 0 0
GE VERNOVA INC COM 36828A101   10,640,994 62,043 SH   SOLE   62,043 0 0
GENERAL MLS INC COM 370334104   11,705,946 185,045 SH   SOLE   185,045 0 0
GENERAL MTRS CO COM 37045V100   13,180,144 283,688 SH   SOLE   283,688 0 0
GENPACT LIMITED SHS G3922B107   7,606,497 236,300 SH   SOLE   236,300 0 0
GILEAD SCIENCES INC COM 375558103   17,469,135 254,615 SH   SOLE   254,615 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   38,040,112 84,100 SH   SOLE   84,100 0 0
GRACO INC COM 384109104   6,952,856 87,700 SH   SOLE   87,700 0 0
GRAINGER W W INC COM 384802104   9,056,685 10,038 SH   SOLE   10,038 0 0
HALLIBURTON CO COM 406216101   14,907,215 441,303 SH   SOLE   441,303 0 0
HCA HEALTHCARE INC COM 40412C101   12,871,440 40,063 SH   SOLE   40,063 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   9,820,580 501,050 SH   SOLE   501,050 0 0
HEICO CORP NEW COM 422806109   8,631,346 38,600 SH   SOLE   38,600 0 0
HEICO CORP NEW CL A 422806208   3,719,044 20,950 SH   SOLE   20,950 0 0
HERSHEY CO COM 427866108   10,157,710 55,256 SH   SOLE   55,256 0 0
HESS CORP COM 42809H107   18,445,605 125,038 SH   SOLE   125,038 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   18,991,255 87,036 SH   SOLE   87,036 0 0
HOME DEPOT INC COM 437076102   55,571,351 161,432 SH   SOLE   161,432 0 0
HOWMET AEROSPACE INC COM 443201108   7,236,979 93,224 SH   SOLE   93,224 0 0
HP INC COM 40434L105   10,672,239 304,747 SH   SOLE   304,747 0 0
HUBSPOT INC COM 443573100   9,230,213 15,650 SH   SOLE   15,650 0 0
HUMANA INC COM 444859102   10,445,012 27,954 SH   SOLE   27,954 0 0
IDEXX LABS INC COM 45168D104   876,960 1,800 SH   SOLE   1,800 0 0
ILLINOIS TOOL WKS INC COM 452308109   9,462,760 39,934 SH   SOLE   39,934 0 0
INGERSOLL RAND INC COM 45687V106   12,051,197 132,664 SH   SOLE   132,664 0 0
INGREDION INC COM 457187102   7,925,770 69,100 SH   SOLE   69,100 0 0
INTEL CORP COM 458140100   21,856,241 705,723 SH   SOLE   705,723 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   20,273,545 148,101 SH   SOLE   148,101 0 0
INTERPUBLIC GROUP COS INC COM 460690100   7,342,316 252,400 SH   SOLE   252,400 0 0
INTUIT COM 461202103   35,708,190 54,333 SH   SOLE   54,333 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   31,163,077 70,053 SH   SOLE   70,053 0 0
INVESCO EXCH TRADED FD TR II MSCI CLIMATE 500 ADDED 46138G433   1,608,954,324 64,298,247 SH   SOLE   64,298,247 0 0
IQVIA HLDGS INC COM 46266C105   13,479,300 63,750 SH   SOLE   63,750 0 0
IRON MTN INC DEL COM 46284V101   10,506,869 117,238 SH   SOLE   117,238 0 0
ISHARES INC MSCI HONG KG ETF 464286871   13,705,372 895,776 SH   SOLE   895,776 0 0
ISHARES TR MSCI INDIA ETF 46429B598   205,042,873 3,675,921 SH   SOLE   3,675,921 0 0
ISHARES TR JPMORGAN USD EMG 464288281   235,002,880 2,656,000 SH   SOLE   2,656,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   3,684,759 86,517 SH   SOLE   86,517 0 0
ISHARES TR EXPANDED TECH 464287515   608,300,000 7,000,000 SH   SOLE   7,000,000 0 0
ITT INC COM 45073V108   8,267,520 64,000 SH   SOLE   64,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   7,725,963 55,300 SH   SOLE   55,300 0 0
JD.COM IN SPON ADS CL A 47215P106   24,452,392 946,300 SH   SOLE   946,300 0 0
JOHNSON CTLS INTL PLC SHS G51502105   7,724,212 116,206 SH   SOLE   116,206 0 0
JPMORGAN CHASE & CO. COM 46625H100   115,310,650 570,111 SH   SOLE   570,111 0 0
KB HOME COM 48666K109   8,161,934 116,300 SH   SOLE   116,300 0 0
KELLANOVA COM 487836108   9,385,228 162,712 SH   SOLE   162,712 0 0
KEURIG DR PEPPER INC COM 49271V100   11,123,569 333,041 SH   SOLE   333,041 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   9,354,794 68,408 SH   SOLE   68,408 0 0
KIMBERLY-CLARK CORP COM 494368103   13,585,474 98,303 SH   SOLE   98,303 0 0
KIMCO RLTY CORP COM 49446R109   10,961,681 563,293 SH   SOLE   563,293 0 0
KINDER MORGAN INC DEL COM 49456B101   15,804,657 795,403 SH   SOLE   795,403 0 0
KKR & CO INC COM 48251W104   17,851,545 169,627 SH   SOLE   169,627 0 0
KORN FERRY COM NEW 500643200   3,350,286 49,900 SH   SOLE   49,900 0 0
LAM RESEARCH CORP COM 512807108   31,405,621 29,493 SH   SOLE   29,493 0 0
LEAR CORP COM NEW 521865204   6,635,601 58,100 SH   SOLE   58,100 0 0
LENNAR CORP CL A 526057104   9,758,335 65,112 SH   SOLE   65,112 0 0
LINDE PLC SHS G54950103   36,765,695 83,785 SH   SOLE   83,785 0 0
LINDSAY CORP COM 535555106   1,474,560 12,000 SH   SOLE   12,000 0 0
LOWES COS INC COM 548661107   21,957,595 99,599 SH   SOLE   99,599 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   9,742,478 87,400 SH   SOLE   87,400 0 0
MANULIFE FINL CORP COM 56501R106   18,142,158 681,439 SH   SOLE   681,439 0 0
MARATHON OIL CORP COM 565849106   16,614,609 579,512 SH   SOLE   579,512 0 0
MARATHON PETE CORP COM 56585A102   17,982,242 103,656 SH   SOLE   103,656 0 0
MARRIOTT INTL INC NEW CL A 571903202   13,238,358 54,756 SH   SOLE   54,756 0 0
MARSH & MCLENNAN COS INC COM 571748102   23,432,906 111,204 SH   SOLE   111,204 0 0
MARVELL TECHNOLOGY INC COM 573874104   12,664,342 181,178 SH   SOLE   181,178 0 0
MASTERCARD INCORPORATED CL A 57636Q104   77,647,689 176,008 SH   SOLE   176,008 0 0
MATTEL INC COM 577081102   1,084,542 66,700 SH   SOLE   66,700 0 0
MCKESSON CORP COM 58155Q103   19,713,102 33,753 SH   SOLE   33,753 0 0
MEDTRONIC PLC SHS G5960L103   20,736,228 263,451 SH   SOLE   263,451 0 0
MERCADOLIBRE INC COM 58733R102   15,143,931 9,215 SH   SOLE   9,215 0 0
MERCK & CO INC COM 58933Y105   59,197,941 478,174 SH   SOLE   478,174 0 0
META PLATFORMS INC CL A 30303M102   221,142,320 438,583 SH   SOLE   438,583 0 0
METLIFE INC COM 59156R108   12,490,731 177,956 SH   SOLE   177,956 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   11,588,816 8,292 SH   SOLE   8,292 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   11,943,861 130,534 SH   SOLE   130,534 0 0
MICRON TECHNOLOGY INC COM 595112103   24,736,978 188,071 SH   SOLE   188,071 0 0
MICROSOFT CORP COM 594918104   575,169,228 1,286,876 SH   SOLE   1,286,876 0 0
MINERALS TECHNOLOGIES INC COM 603158106   2,769,228 33,300 SH   SOLE   33,300 0 0
MODERNA INC COM 60770K107   7,949,956 66,947 SH   SOLE   66,947 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   6,389,331 125,700 SH   SOLE   125,700 0 0
MONDELEZ INTL INC CL A 609207105   18,788,609 287,112 SH   SOLE   287,112 0 0
MOODYS CORP COM 615369105   21,831,955 51,866 SH   SOLE   51,866 0 0
MORGAN STANLEY COM NEW 617446448   28,711,092 295,412 SH   SOLE   295,412 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   12,740,036 33,001 SH   SOLE   33,001 0 0
MUELLER WTR PRODS INC COM SER A 624758108   4,182,528 233,400 SH   SOLE   233,400 0 0
NASDAQ INC COM 631103108   12,116,839 201,076 SH   SOLE   201,076 0 0
NETEASE INC SPONSORED ADS 64110W102   6,938,821 72,597 SH   SOLE   72,597 0 0
NETFLIX INC COM 64110L106   48,504,975 71,872 SH   SOLE   71,872 0 0
NEWMONT CORP COM 651639106   12,575,905 300,356 SH   SOLE   300,356 0 0
NEXTERA ENERGY INC COM 65339F101   22,446,274 316,993 SH   SOLE   316,993 0 0
NIKE INC CL B 654106103   16,815,649 223,108 SH   SOLE   223,108 0 0
NORFOLK SOUTHN CORP COM 655844108   8,503,870 39,610 SH   SOLE   39,610 0 0
NUCOR CORP COM 670346105   9,316,444 58,935 SH   SOLE   58,935 0 0
NVIDIA CORPORATION COM 67066G104   610,956,692 4,945,416 SH   SOLE   4,945,416 0 0
NXP SEMICONDUCTORS N V COM N6596X109   14,995,847 55,728 SH   SOLE   55,728 0 0
OMNICOM GROUP INC COM 681919106   9,595,567 106,974 SH   SOLE   106,974 0 0
ONEOK INC NEW COM 682680103   17,432,291 213,762 SH   SOLE   213,762 0 0
ORACLE CORP COM 68389X105   34,873,858 246,982 SH   SOLE   246,982 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   13,481,661 12,766 SH   SOLE   12,766 0 0
OSHKOSH CORP COM 688239201   7,714,660 71,300 SH   SOLE   71,300 0 0
OTIS WORLDWIDE CORP COM 68902V107   7,493,070 77,842 SH   SOLE   77,842 0 0
PACCAR INC COM 693718108   15,583,366 151,383 SH   SOLE   151,383 0 0
PALO ALTO NETWORKS INC COM 697435105   20,590,789 60,738 SH   SOLE   60,738 0 0
PARKER-HANNIFIN CORP COM 701094104   18,733,684 37,037 SH   SOLE   37,037 0 0
PAYCHEX INC COM 704326107   9,384,379 79,153 SH   SOLE   79,153 0 0
PAYCOM SOFTWARE INC COM 70432V102   6,393,888 44,700 SH   SOLE   44,700 0 0
PAYLOCITY HLDG CORP COM 70438V106   6,434,280 48,800 SH   SOLE   48,800 0 0
PAYPAL HLDGS INC COM 70450Y103   15,298,390 263,629 SH   SOLE   263,629 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   9,093,780 68,400 SH   SOLE   68,400 0 0
PEPSICO INC COM 713448108   41,756,977 253,180 SH   SOLE   253,180 0 0
PFIZER INC COM 717081103   29,193,296 1,043,363 SH   SOLE   1,043,363 0 0
PG&E CORP COM 69331C108   8,067,864 462,077 SH   SOLE   462,077 0 0
PHILLIPS 66 COM 718546104   18,013,292 127,600 SH   SOLE   127,600 0 0
PNC FINL SVCS GROUP INC COM 693475105   17,605,622 113,234 SH   SOLE   113,234 0 0
PPG INDS INC COM 693506107   11,857,075 94,186 SH   SOLE   94,186 0 0
PROCTER AND GAMBLE CO COM 742718109   64,662,988 392,087 SH   SOLE   392,087 0 0
PROGRESSIVE CORP COM 743315103   25,682,095 123,644 SH   SOLE   123,644 0 0
PROLOGIS INC. COM 74340W103   22,175,160 197,446 SH   SOLE   197,446 0 0
PRUDENTIAL FINL INC COM 744320102   16,856,492 143,839 SH   SOLE   143,839 0 0
PUBLIC STORAGE OPER CO COM 74460D109   10,642,474 36,998 SH   SOLE   36,998 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   9,804,826 133,037 SH   SOLE   133,037 0 0
QUALCOMM INC COM 747525103   38,894,077 195,271 SH   SOLE   195,271 0 0
QUALYS INC COM 74758T303   6,887,580 48,300 SH   SOLE   48,300 0 0
QUANTA SVCS INC COM 74762E106   10,732,761 42,240 SH   SOLE   42,240 0 0
RAMBUS INC DEL COM 750917106   7,450,768 126,800 SH   SOLE   126,800 0 0
RAPID7 INC COM 753422104   6,251,058 144,600 SH   SOLE   144,600 0 0
REALTY INCOME CORP COM 756109104   13,411,948 253,918 SH   SOLE   253,918 0 0
REGENCY CTRS CORP COM 758849103   10,862,421 174,637 SH   SOLE   174,637 0 0
REGENERON PHARMACEUTICALS COM 75886F107   21,113,090 20,088 SH   SOLE   20,088 0 0
REPUBLIC SVCS INC COM 760759100   12,316,880 63,378 SH   SOLE   63,378 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   3,225,444 164,900 SH   SOLE   164,900 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   6,589,100 93,529 SH   SOLE   93,529 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   6,589,100 93,529 SH   SOLE   93,529 0 0
ROPER TECHNOLOGIES INC COM 776696106   13,659,736 24,234 SH   SOLE   24,234 0 0
ROSS STORES INC COM 778296103   11,135,871 76,630 SH   SOLE   76,630 0 0
S&P GLOBAL INC COM 78409V104   38,136,122 85,507 SH   SOLE   85,507 0 0
SALESFORCE INC COM 79466L302   42,802,265 166,481 SH   SOLE   166,481 0 0
SCHLUMBERGER LTD COM STK 806857108   19,459,485 412,452 SH   SOLE   412,452 0 0
SCHWAB CHARLES CORP COM 808513105   23,977,325 325,381 SH   SOLE   325,381 0 0
SERVICENOW INC COM 81762P102   30,915,344 39,299 SH   SOLE   39,299 0 0
SHOPIFY INC CL A 82509L107   16,310,470 246,858 SH   SOLE   246,858 0 0
SIMON PPTY GROUP INC NEW COM 828806109   14,489,158 95,449 SH   SOLE   95,449 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   8,121,396 76,200 SH   SOLE   76,200 0 0
SNAP ON INC COM 833034101   7,214,364 27,600 SH   SOLE   27,600 0 0
SNOWFLAKE INC CL A 833445109   8,746,537 64,746 SH   SOLE   64,746 0 0
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400   2,557,155 37,358 SH   SOLE   37,358 0 0
SPDR SER TR BLOOMBERG EMERGI 78464A391   3,978,000 200,000 SH   SOLE   200,000 0 0
STARBUCKS CORP COM 855244109   17,937,418 230,410 SH   SOLE   230,410 0 0
STELLANTIS N.V SHS N82405106   3,638,505 183,300 SH   SOLE   183,300 0 0
STRYKER CORPORATION COM 863667101   23,650,777 69,510 SH   SOLE   69,510 0 0
SUPER MICRO COMPUTER INC COM 86800U104   8,493,382 10,366 SH   SOLE   10,366 0 0
SYNOPSYS INC COM 871607107   19,854,176 33,365 SH   SOLE   33,365 0 0
SYSCO CORP COM 871829107   9,699,902 135,872 SH   SOLE   135,872 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   114,088,884 656,400 SH   SOLE   656,400 0 0
TAPESTRY INC COM 876030107   7,368,438 172,200 SH   SOLE   172,200 0 0
TARGET CORP COM 87612E110   13,714,721 92,642 SH   SOLE   92,642 0 0
TC ENERGY CORP COM 87807B107   4,074,213 107,500 SH   SOLE   107,500 0 0
TE CONNECTIVITY LTD SHS H84989104   12,387,158 82,345 SH   SOLE   82,345 0 0
TESLA INC COM 88160R101   87,230,648 440,826 SH   SOLE   440,826 0 0
TEXAS INSTRS INC COM 882508104   30,551,520 157,053 SH   SOLE   157,053 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   42,313,901 76,517 SH   SOLE   76,517 0 0
TJX COS INC NEW COM 872540109   23,284,278 211,483 SH   SOLE   211,483 0 0
T-MOBILE US INC COM 872590104   20,897,943 118,617 SH   SOLE   118,617 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   17,272,443 52,511 SH   SOLE   52,511 0 0
TRANSDIGM GROUP INC COM 893641100   18,943,123 14,827 SH   SOLE   14,827 0 0
TRAVELERS COMPANIES INC COM 89417E113   13,755,340 67,647 SH   SOLE   67,647 0 0
TRIP COM GROUP LTD ADS 89677Q107   2,914,000 62,000 SH   SOLE   62,000 0 0
TRUIST FINL CORP COM 89832Q109   15,038,058 387,080 SH   SOLE   387,080 0 0
UBER TECHNOLOGIES INC COM 90353T100   28,918,790 397,892 SH   SOLE   397,892 0 0
UNION PAC CORP COM 907818108   22,151,080 97,901 SH   SOLE   97,901 0 0
UNITED PARCEL SERVICE INC CL B 911312106   16,343,721 119,428 SH   SOLE   119,428 0 0
UNITED RENTALS INC COM 911363109   10,813,972 16,721 SH   SOLE   16,721 0 0
UNITEDHEALTH GROUP INC COM 91324P102   77,490,020 152,162 SH   SOLE   152,162 0 0
US BANCORP DEL COM NEW 902973304   15,674,354 394,820 SH   SOLE   394,820 0 0
VALERO ENERGY CORP COM 91913Y100   4,812,532 30,700 SH   SOLE   30,700 0 0
VANECK ETF TRUST JP MRGAN EM LOC 92189H300   97,498,000 4,100,000 SH   SOLE   4,100,000 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   168,459,500 2,180,000 SH   SOLE   2,180,000 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   215,811,000 2,700,000 SH   SOLE   2,700,000 0 0
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885   141,547,500 2,250,000 SH   SOLE   2,250,000 0 0
VENTAS INC COM 92276F100   9,937,673 193,868 SH   SOLE   193,868 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   29,886,999 724,709 SH   SOLE   724,709 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   23,166,954 49,426 SH   SOLE   49,426 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,029,950 35,000 SH   SOLE   35,000 0 0
VICI PPTYS INC COM 925652109   10,573,544 369,188 SH   SOLE   369,188 0 0
VISA INC COM CL A 92826C839   87,019,566 331,541 SH   SOLE   331,541 0 0
VULCAN MATLS CO COM 929160109   9,253,134 37,209 SH   SOLE   37,209 0 0
WABTEC COM 929740108   6,689,308 42,324 SH   SOLE   42,324 0 0
WALMART INC COM 931142103   49,110,401 725,305 SH   SOLE   725,305 0 0
WASTE MGMT INC DEL COM 94106L109   18,210,489 85,359 SH   SOLE   85,359 0 0
WELLS FARGO CO NEW COM 949746101   43,892,714 739,059 SH   SOLE   739,059 0 0
WELLTOWER INC COM 95040Q104   13,779,348 132,176 SH   SOLE   132,176 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   9,824,132 346,042 SH   SOLE   346,042 0 0
WILLIAMS COS INC COM 969457100   17,841,500 419,800 SH   SOLE   419,800 0 0
WOODWARD INC COM 980745103   9,660,652 55,400 SH   SOLE   55,400 0 0
WORKDAY INC CL A 98138H101   11,215,781 50,169 SH   SOLE   50,169 0 0
XYLEM INC COM 98419M100   9,028,075 66,564 SH   SOLE   66,564 0 0
YUM BRANDS INC COM 988498101   12,039,289 90,890 SH   SOLE   90,890 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   11,679,130 107,612 SH   SOLE   107,612 0 0
ZOETIS INC CL A 98978V103   16,236,550 93,658 SH   SOLE   93,658 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   7,164,780 243,700 SH   SOLE   243,700 0 0