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
ABBVIE INC COM 00287Y109   25,251,525 142,102 SH   SOLE   142,102 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   54,460,610 154,810 SH   SOLE   154,810 0 0
ADOBE INC COM 00724F101   42,363,774 95,268 SH   SOLE   95,268 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,556,098 45,998 SH   SOLE   45,998 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   16,063,571 119,574 SH   SOLE   119,574 0 0
AIRBNB INC COM CL 009066101   16,348,718 124,410 SH   SOLE   124,410 0 0
ALLSTATE CORP COM 020002101   14,978,241 77,692 SH   SOLE   77,692 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   3,215,511 13,665 SH   SOLE   13,665 0 0
ALPHABET INC CAP STK CL A 02079K305   168,939,460 892,443 SH   SOLE   892,443 0 0
ALPHABET INC CAP STK CL C 02079K107   127,719,348 670,654 SH   SOLE   670,654 0 0
AMAZON COM INC COM 023135106   237,759,305 1,083,729 SH   SOLE   1,083,729 0 0
AMERICAN EXPRESS CO COM 025816109   24,302,946 81,886 SH   SOLE   81,886 0 0
AMERICAN TOWER CORP NEW COM 03027X100   10,029,776 54,685 SH   SOLE   54,685 0 0
AMERIPRISE FINL INC COM 03076C106   34,155,385 64,150 SH   SOLE   64,150 0 0
APPLE INC COM 037833100   494,855,463 1,976,102 SH   SOLE   1,976,102 0 0
APPLIED MATLS INC COM 038222105   41,730,370 256,597 SH   SOLE   256,597 0 0
APPLOVIN CORP COM CL A 03831W108   2,614,927 8,075 SH   SOLE   8,075 0 0
APTIV PLC COM SHS G3265R107   1,905,543 31,507 SH   SOLE   31,507 0 0
ARCH CAP GROUP LTD ORD G0450A105   26,325,383 285,061 SH   SOLE   285,061 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   22,861,765 452,529 SH   SOLE   452,529 0 0
ARISTA NETWORKS INC COM SHS 040413205   43,160,970 390,491 SH   SOLE   390,491 0 0
AUTODESK INC COM 052769106   2,107,414 7,130 SH   SOLE   7,130 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   33,622,090 114,857 SH   SOLE   114,857 0 0
AUTOZONE INC COM 053332102   30,425,404 9,502 SH   SOLE   9,502 0 0
AVERY DENNISON CORP COM 053611109   8,307,449 44,394 SH   SOLE   44,394 0 0
BANK AMERICA CORP COM 060505104   12,506,720 284,567 SH   SOLE   284,567 0 0
BLACKROCK INC COM 09290D101   287,031 280 SH   SOLE   280 0 0
BOOKING HOLDINGS INC COM 09857L108   31,594,183 6,359 SH   SOLE   6,359 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   19,663,027 347,649 SH   SOLE   347,649 0 0
BROADCOM INC COM 11135F101   105,773,522 456,235 SH   SOLE   456,235 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   3,252,086 22,753 SH   SOLE   22,753 0 0
BUNGE GLOBAL SA COM SHS H11356104   1,754,110 22,558 SH   SOLE   22,558 0 0
C.H. ROBINSON WORLDWIDE INC COM NEW 12541W209   596,776 5,776 SH   SOLE   5,776 0 0
CAMDEN PPTY TR SH BEN INT 133131102   23,971,543 206,580 SH   SOLE   206,580 0 0
CAPITAL ONE FINL CORP COM 14040H105   4,648,802 26,070 SH   SOLE   26,070 0 0
CARDINAL HEALTH INC COM 14149Y108   11,359,597 96,048 SH   SOLE   96,048 0 0
CARLISLE COS INC COM 142339100   22,125,605 59,987 SH   SOLE   59,987 0 0
CATERPILLAR INC COM 149123101   52,271,539 144,094 SH   SOLE   144,094 0 0
CBOE GLOBAL MKTS INC COM 12503M108   2,893,288 14,807 SH   SOLE   14,807 0 0
CENCORA INC COM 03073E105   3,756,425 16,719 SH   SOLE   16,719 0 0
CENTENE CORP DEL COM 15135B101   834,550 13,776 SH   SOLE   13,776 0 0
CF INDS HLDGS INC COM 125269100   5,822,407 68,242 SH   SOLE   68,242 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   25,481,003 136,481 SH   SOLE   136,481 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   20,076,764 332,948 SH   SOLE   332,948 0 0
CINCINNATI FINL CORP COM 172062101   2,802,006 19,499 SH   SOLE   19,499 0 0
CINTAS CORP COM 172908105   38,162,376 208,880 SH   SOLE   208,880 0 0
CISCO SYS INC COM 17275R102   7,447,538 125,803 SH   SOLE   125,803 0 0
CITIZENS FINL GROUP INC COM 174610105   4,404,356 100,648 SH   SOLE   100,648 0 0
CME GROUP INC COM 12572Q105   2,086,354 8,984 SH   SOLE   8,984 0 0
COCA COLA CO COM 191216100   8,381,628 134,623 SH   SOLE   134,623 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   17,479,601 227,303 SH   SOLE   227,303 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,628,504 10,586 SH   SOLE   10,586 0 0
COMCAST CORP NEW CL A 20030N101   12,742,673 339,533 SH   SOLE   339,533 0 0
COSTCO WHSL CORP NEW COM 22160K105   82,962,751 90,544 SH   SOLE   90,544 0 0
CREDICORP LTD COM G2519Y108   9,417,148 51,370 SH   SOLE   51,370 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   3,510,904 10,261 SH   SOLE   10,261 0 0
CROWN CASTLE INC COM 22822V101   12,034,867 132,601 SH   SOLE   132,601 0 0
CSX CORP COM 126408103   3,386,866 104,954 SH   SOLE   104,954 0 0
CUMMINS INC COM 231021106   5,781,880 16,586 SH   SOLE   16,586 0 0
DAVITA INC COM 23918K108   316,298 2,115 SH   SOLE   2,115 0 0
DECKERS OUTDOOR CORP COM 243537107   41,992,107 206,766 SH   SOLE   206,766 0 0
DEXCOM INC COM 252131107   7,646,035 98,316 SH   SOLE   98,316 0 0
DISCOVER FINL SVCS COM 254709108   13,068,298 75,439 SH   SOLE   75,439 0 0
DOCUSIGN INC COM 256163106   28,202,216 313,567 SH   SOLE   313,567 0 0
DOMINOS PIZZA INC COM 25754A201   12,558,799 29,919 SH   SOLE   29,919 0 0
D R HORTON INC COM 23331A109   11,925,667 85,293 SH   SOLE   85,293 0 0
EATON CORP PLC SHS G29183103   3,665,836 11,046 SH   SOLE   11,046 0 0
EBAY INC. COM 278642103   6,112,049 98,661 SH   SOLE   98,661 0 0
ELECTRONIC ARTS INC COM 285512109   3,264,246 22,312 SH   SOLE   22,312 0 0
ELI LILLY & CO COM 532457108   52,033,572 67,401 SH   SOLE   67,401 0 0
EMCOR GROUP INC COM 29084Q100   36,119,546 79,576 SH   SOLE   79,576 0 0
ENPHASE ENERGY INC COM 29355A107   931,919 13,569 SH   SOLE   13,569 0 0
ENTERGY CORP NEW COM 29364G103   23,222,150 306,280 SH   SOLE   306,280 0 0
EOG RES INC COM 26875P101   5,887,640 48,031 SH   SOLE   48,031 0 0
EPAM SYS INC COM 29414B104   9,812,022 41,964 SH   SOLE   41,964 0 0
EQUINIX INC COM 29444U700   2,897,501 3,073 SH   SOLE   3,073 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   26,179,861 393,091 SH   SOLE   393,091 0 0
EVEREST GROUP LTD COM G3223R108   21,614,940 59,634 SH   SOLE   59,634 0 0
EXPEDITORS INTL WASH INC COM 302130109   23,662,687 213,620 SH   SOLE   213,620 0 0
F5 INC COM 315616102   5,855,730 23,286 SH   SOLE   23,286 0 0
FACTSET RESH SYS INC COM 303075105   31,975,121 66,576 SH   SOLE   66,576 0 0
FAIR ISAAC CORP COM 303250104   31,108,281 15,625 SH   SOLE   15,625 0 0
FASTENAL CO COM 311900104   34,888,359 485,167 SH   SOLE   485,167 0 0
FEDEX CORP COM 31428X106   13,043,865 46,365 SH   SOLE   46,365 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   27,700,731 159,594 SH   SOLE   159,594 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   12,165,426 216,698 SH   SOLE   216,698 0 0
FISERV INC COM 337738108   38,032,280 185,144 SH   SOLE   185,144 0 0
FORTINET INC COM 34959E109   44,329,166 469,191 SH   SOLE   469,191 0 0
FOX CORP CL A 35137L105   5,236,292 107,787 SH   SOLE   107,787 0 0
FOX CORP CL B COM 35137L204   230,255 5,034 SH   SOLE   5,034 0 0
GARTNER INC COM 366651107   10,416,105 21,500 SH   SOLE   21,500 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   33,372,908 305,054 SH   SOLE   305,054 0 0
HCA HEALTHCARE INC COM 40412C101   29,845,715 99,436 SH   SOLE   99,436 0 0
HEICO CORP NEW CL A 422806208   1,475,242 7,928 SH   SOLE   7,928 0 0
HF SINCLAIR CORP COM 403949100   16,828,066 480,116 SH   SOLE   480,116 0 0
HOME DEPOT INC COM 437076102   49,816,782 128,067 SH   SOLE   128,067 0 0
HOST HOTELS & RESORTS INC COM 44107P104   28,451,954 1,623,970 SH   SOLE   1,623,970 0 0
IDEXX LABS INC COM 45168D104   12,340,357 29,848 SH   SOLE   29,848 0 0
INCYTE CORP COM 45337C102   4,279,646 61,961 SH   SOLE   61,961 0 0
INTUIT COM 461202103   19,873,170 31,620 SH   SOLE   31,620 0 0
JABIL INC COM 466313103   30,936,198 214,984 SH   SOLE   214,984 0 0
HENRY JACK & ASSOC INC COM 426281101   1,599,788 9,126 SH   SOLE   9,126 0 0
JOHNSON & JOHNSON COM 478160104   41,192,982 284,836 SH   SOLE   284,836 0 0
JPMORGAN CHASE & CO. COM 46625H100   61,567,596 256,842 SH   SOLE   256,842 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   4,055,747 25,249 SH   SOLE   25,249 0 0
KLA CORP COM NEW 482480100   30,948,344 49,115 SH   SOLE   49,115 0 0
KROGER CO COM 501044101   12,148,426 198,666 SH   SOLE   198,666 0 0
LAM RESEARCH CORP COM NEW 512807306   31,972,610 442,650 SH   SOLE   442,650 0 0
LENNAR CORP CL A 526057104   27,933,213 204,834 SH   SOLE   204,834 0 0
LENNOX INTL INC COM 526107107   247,376 406 SH   SOLE   406 0 0
LINDE PLC SHS G54950103   11,776,350 28,128 SH   SOLE   28,128 0 0
LOCKHEED MARTIN CORP COM 539830109   33,479,322 68,896 SH   SOLE   68,896 0 0
LOEWS CORP COM 540424108   8,384,818 99,006 SH   SOLE   99,006 0 0
LOWES COS INC COM 548661107   15,482,258 62,732 SH   SOLE   62,732 0 0
LPL FINL HLDGS INC COM 50212V100   11,955,164 36,615 SH   SOLE   36,615 0 0
LULULEMON ATHLETICA INC COM 550021109   37,427,614 97,873 SH   SOLE   97,873 0 0
MANHATTAN ASSOCIATES INC COM 562750109   32,208,554 119,185 SH   SOLE   119,185 0 0
MARATHON PETE CORP COM 56585A102   20,602,476 147,688 SH   SOLE   147,688 0 0
MARSH & MCLENNAN COS INC COM 571748102   7,569,018 35,634 SH   SOLE   35,634 0 0
MASCO CORP COM 574599106   13,271,529 182,879 SH   SOLE   182,879 0 0
MASTERCARD INCORPORATED CL A 57636Q104   80,492,543 152,862 SH   SOLE   152,862 0 0
MATCH GROUP INC NEW COM 57667L107   1,119,663 34,230 SH   SOLE   34,230 0 0
MCKESSON CORP COM 58155Q103   20,129,791 35,321 SH   SOLE   35,321 0 0
MERCADOLIBRE INC COM 58733R102   12,297,582 7,232 SH   SOLE   7,232 0 0
MERCK & CO INC COM 58933Y105   14,190,325 142,645 SH   SOLE   142,645 0 0
META PLATFORMS INC CL A 30303M102   174,279,394 297,654 SH   SOLE   297,654 0 0
METLIFE INC COM 59156R108   23,460,094 286,518 SH   SOLE   286,518 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   29,969,147 24,491 SH   SOLE   24,491 0 0
MICROSOFT CORP COM 594918104   374,030,249 887,379 SH   SOLE   887,379 0 0
MOLINA HEALTHCARE INC COM 60855R100   2,337,423 8,031 SH   SOLE   8,031 0 0
MONOLITHIC PWR SYS INC COM 609839105   15,566,444 26,308 SH   SOLE   26,308 0 0
MOSAIC CO NEW COM 61945C103   5,033,173 204,767 SH   SOLE   204,767 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   8,645,550 18,704 SH   SOLE   18,704 0 0
MSCI INC COM 55354G100   31,565,926 52,609 SH   SOLE   52,609 0 0
NETAPP INC COM 64110D104   8,905,658 76,720 SH   SOLE   76,720 0 0
NETFLIX INC COM 64110L106   77,745,387 87,225 SH   SOLE   87,225 0 0
NEXTERA ENERGY INC COM 65339F101   19,193,564 267,730 SH   SOLE   267,730 0 0
NIKE INC CL B 654106103   8,542,159 112,887 SH   SOLE   112,887 0 0
NORTHERN TR CORP COM 665859104   4,042,498 39,439 SH   SOLE   39,439 0 0
NUCOR CORP COM 670346105   11,899,285 101,956 SH   SOLE   101,956 0 0
NVIDIA CORPORATION COM 67066G104   425,922,624 3,171,663 SH   SOLE   3,171,663 0 0
NVR INC COM 62944T105   20,357,282 2,489 SH   SOLE   2,489 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   19,616,689 16,543 SH   SOLE   16,543 0 0
OLD DOMINION FREIGHT IN COM 679580100   4,575,992 25,941 SH   SOLE   25,941 0 0
ORACLE CORP COM 68389X105   10,028,062 60,178 SH   SOLE   60,178 0 0
OWENS CORNING NEW COM 690742101   27,067,084 158,919 SH   SOLE   158,919 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   12,724,899 168,252 SH   SOLE   168,252 0 0
PALO ALTO NETWORKS INC COM 697435105   3,350,611 18,414 SH   SOLE   18,414 0 0
PARKER-HANNIFIN CORP COM 701094104   21,060,225 33,112 SH   SOLE   33,112 0 0
PAYCHEX INC COM 704326107   31,801,616 226,798 SH   SOLE   226,798 0 0
PAYCOM SOFTWARE INC COM 70432V102   19,478,299 95,030 SH   SOLE   95,030 0 0
PAYPAL HLDGS INC COM 70450Y103   24,738,783 289,851 SH   SOLE   289,851 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   6,896,377 71,104 SH   SOLE   71,104 0 0
PEPSICO INC COM 713448108   10,401,816 68,406 SH   SOLE   68,406 0 0
PINTEREST INC CL A 72352L106   9,483,812 327,028 SH   SOLE   327,028 0 0
PROCTER AND GAMBLE CO COM 742718109   31,775,375 189,534 SH   SOLE   189,534 0 0
PUBLIC STORAGE OPER CO COM 74460D109   2,705,740 9,036 SH   SOLE   9,036 0 0
PULTE GROUP INC COM 745867101   31,024,739 284,892 SH   SOLE   284,892 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101   4,396,122 114,542 SH   SOLE   114,542 0 0
QUALCOMM INC COM 747525103   28,389,744 184,805 SH   SOLE   184,805 0 0
QUANTA SVCS INC COM 74762E102   8,859,198 28,031 SH   SOLE   28,031 0 0
RAYMOND JAMES FINL INC COM 754730109   9,691,349 62,392 SH   SOLE   62,392 0 0
RELIANCE INC COM 759509102   10,560,377 39,220 SH   SOLE   39,220 0 0
RESMED INC COM 761152107   33,191,381 145,137 SH   SOLE   145,137 0 0
ROLLINS INC COM 775711104   26,841,285 579,100 SH   SOLE   579,100 0 0
RPM INTL INC COM 749685103   32,833,885 266,812 SH   SOLE   266,812 0 0
SALESFORCE INC COM 79466L302   40,382,718 120,787 SH   SOLE   120,787 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   26,413,091 129,603 SH   SOLE   129,603 0 0
SEI INVTS CO COM 784117103   23,710,113 287,465 SH   SOLE   287,465 0 0
SERVICENOW INC COM 81762P102   26,141,499 24,659 SH   SOLE   24,659 0 0
SHERWIN WILLIAMS CO COM 824348106   15,211,188 44,748 SH   SOLE   44,748 0 0
SIMON PPTY GROUP INC NEW COM 828806109   2,624,997 15,243 SH   SOLE   15,243 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   14,969,716 168,806 SH   SOLE   168,806 0 0
SMITH A O CORP COM 831865209   19,918,002 292,010 SH   SOLE   292,010 0 0
SNAP ON INC COM 833034101   36,402,780 107,231 SH   SOLE   107,231 0 0
SNOWFLAKE INC CL A 833445109   3,083,877 19,972 SH   SOLE   19,972 0 0
SOLVENTUM CORP COM SHS 83444M101   718,270 10,873 SH   SOLE   10,873 0 0
STEEL DYNAMICS INC COM 858119100   23,252,143 203,841 SH   SOLE   203,841 0 0
SYNCHRONY FINANCIAL COM 87165B103   35,985,885 553,629 SH   SOLE   553,629 0 0
TARGET CORP COM 87612E106   19,582,310 144,861 SH   SOLE   144,861 0 0
TESLA INC COM 88160R101   139,120,053 344,493 SH   SOLE   344,493 0 0
TEXTRON INC COM 883203101   9,211,691 120,430 SH   SOLE   120,430 0 0
THE CIGNA GROUP COM 125523100   9,274,162 33,585 SH   SOLE   33,585 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   629,999 1,211 SH   SOLE   1,211 0 0
TJX COS INC NEW COM 872540109   4,673,776 38,687 SH   SOLE   38,687 0 0
THE TRADE DESK INC COM CL A 88339J105   7,218,693 61,420 SH   SOLE   61,420 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   31,997,529 86,632 SH   SOLE   86,632 0 0
TRAVELERS COMPANIES INC COM 89417E109   23,819,926 98,883 SH   SOLE   98,883 0 0
TWILIO INC CL A 90138F102   30,888,507 285,793 SH   SOLE   285,793 0 0
UBER TECHNOLOGIES INC COM 90353T100   11,473,407 190,209 SH   SOLE   190,209 0 0
UIPATH INC CL A 90364P105   2,197,495 172,895 SH   SOLE   172,895 0 0
ULTA BEAUTY INC COM 90384S303   9,030,887 20,764 SH   SOLE   20,764 0 0
UNION PAC CORP COM 907818108   4,781,771 20,969 SH   SOLE   20,969 0 0
UNITED PARCEL SERVICES INC CL B 911312106   13,383,119 106,131 SH   SOLE   106,131 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   30,584,171 86,680 SH   SOLE   86,680 0 0
UNITEDHEALTH GROUP INC COM 91324P102   35,393,001 69,966 SH   SOLE   69,966 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   28,426,767 158,437 SH   SOLE   158,437 0 0
VALERO ENERGY CORP COM 91913Y100   25,890,027 211,192 SH   SOLE   211,192 0 0
VEEVA SYS INC CL A COM 922475108   35,403,787 168,389 SH   SOLE   168,389 0 0
VERISIGN INC COM 92343E102   35,008,733 169,157 SH   SOLE   169,157 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   7,857,040 69,158 SH   SOLE   69,158 0 0
VISA INC COM CL A 92826C839   91,427,528 289,291 SH   SOLE   289,291 0 0
WALMART INC COM 931142103   50,376,811 557,574 SH   SOLE   557,574 0 0
DISNEY WALT CO COM 254687106   2,133,355 19,159 SH   SOLE   19,159 0 0
WATSCO INC COM 942622200   1,332,579 2,812 SH   SOLE   2,812 0 0
WEC ENERGY GROUP INC COM 92939U106   31,127,898 331,007 SH   SOLE   331,007 0 0
WELLS FARGO CO NEW COM 949746101   5,219,113 74,304 SH   SOLE   74,304 0 0
WILLIAMS SONOMA INC COM 969904101   25,592,617 138,204 SH   SOLE   138,204 0 0
BERKLEY W R CORP COM 084423102   31,777,238 543,015 SH   SOLE   543,015 0 0
GRAINGER W W INC COM 384802104   37,841,449 35,901 SH   SOLE   35,901 0 0
XCEL ENERGY INC COM 98389B100   38,213,012 565,951 SH   SOLE   565,951 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   245,031 3,309 SH   SOLE   3,309 0 0
ZOETIS INC CL A 98978V103   33,590,301 206,164 SH   SOLE   206,164 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   14,994,695 183,736 SH   SOLE   183,736 0 0
ABBOTT LABS COM 002824100   4,074,562 36,023 SH   SOLE   36,023 0 0
AKAMAI COM 00971T101   1,293,188 13,520 SH   SOLE   13,520 0 0
AMCOR PLC ORD G0250X107   2,701,056 287,041 SH   SOLE   287,041 0 0
AON PLC SHS CL A G0403H108   3,832,956 10,672 SH   SOLE   10,672 0 0
BROWN & BROWN INC COM 115236101   1,188,533 11,650 SH   SOLE   11,650 0 0
CDW CORP COM 12514G108   2,656,373 15,263 SH   SOLE   15,263 0 0
CHUBB LIMITED COM H1467J104   285,142 1,032 SH   SOLE   1,032 0 0
COLGATE PALMOLIVE CO COM 194162103   3,347,306 36,820 SH   SOLE   36,820 0 0
CONOCOPHILLIPS COM 20825C104   771,642 7,781 SH   SOLE   7,781 0 0
CONSOLIDATED EDISON INC COM 209115104   2,781,210 31,169 SH   SOLE   31,169 0 0
COTERRA ENERGY COM 127097103   221,943 8,690 SH   SOLE   8,690 0 0
CRH PLC ORD G25508105   597,032 6,453 SH   SOLE   6,453 0 0
ELEVANCE HEALTH INC COM 036752103   1,763,711 4,781 SH   SOLE   4,781 0 0
EVERGY INC COM 30034W106   1,671,883 27,163 SH   SOLE   27,163 0 0
GE AEROSPACE COM NEW 369604301   256,523 1,538 SH   SOLE   1,538 0 0
HOLOGIC INC COM 436440101   734,165 10,184 SH   SOLE   10,184 0 0
HUBBELL INC COM 443510607   1,203,471 2,873 SH   SOLE   2,873 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   1,737,012 9,192 SH   SOLE   9,192 0 0
IDEX CORP COM 45167R104   359,979 1,720 SH   SOLE   1,720 0 0
KIMBERLY-CLARK CORP COM 494368103   2,739,260 20,904 SH   SOLE   20,904 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,375,852 18,525 SH   SOLE   18,525 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   2,138,955 15,670 SH   SOLE   15,670 0 0
NORDSON CORP COM 655663102   805,574 3,850 SH   SOLE   3,850 0 0
NRG ENERGY INC COM NEW 629377508   1,710,301 18,957 SH   SOLE   18,957 0 0
NXP SEMICONDUCTORS N V COM N6596X109   914,748 4,401 SH   SOLE   4,401 0 0
OTIS WORLDWIDE CORP COM 68902V107   2,438,514 26,331 SH   SOLE   26,331 0 0
PHILLIPS 66 COM 718546104   1,613,021 14,158 SH   SOLE   14,158 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   3,538,441 41,880 SH   SOLE   41,880 0 0
REGENERON PHARMACEUTICALS COM 75886F107   2,191,839 3,077 SH   SOLE   3,077 0 0
REPUBLIC SVCS INC COM 760759100   3,215,862 15,985 SH   SOLE   15,985 0 0
SOUTHERN COPPER CORP COM 84265V105   701,519 7,698 SH   SOLE   7,698 0 0
TOAST INC CL A 888787108   614,110 16,848 SH   SOLE   16,848 0 0
TRACTOR SUPPLY CO COM 892356106   3,197,926 60,270 SH   SOLE   60,270 0 0
WASTE CONNECTIONS INC COM 94106B101   3,199,109 18,645 SH   SOLE   18,645 0 0