The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGILENT TECHNOLOGIES INC COM 00846U101   11,021 74,224 SH   SOLE   74,224 0 0
APPLE INC COM 037833100   611,345 2,623,799 SH   SOLE   2,623,799 0 0
ABBVIE INC COM 00287Y109   95,005 481,084 SH   SOLE   481,084 0 0
AIRBNB INC COM CL A 009066101   9,638 76,000 SH   SOLE   76,000 0 0
ABBOTT LABS COM 002824100   32,252 282,888 SH   SOLE   282,888 0 0
ARCH CAP GROUP LTD ORD G0450A105   17,481 156,250 SH   SOLE   156,250 0 0
ALBERTSONS COS IN COMMONS STOCK 013091103   7,152 386,997 SH   SOLE   386,997 0 0
AECOM COM 00766T100   8,724 84,477 SH   SOLE   84,477 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   54,775 154,958 SH   SOLE   154,958 0 0
ADOBE INC COM 00724F101   51,842 100,123 SH   SOLE   100,123 0 0
ANALOG DEVICES INC COM 032654105   19,647 85,359 SH   SOLE   85,359 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   8,958 149,943 SH   SOLE   149,943 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   29,560 106,817 SH   SOLE   106,817 0 0
AUTODESK INC COM 052769106   12,915 46,882 SH   SOLE   46,882 0 0
AERCAP HOLDINGS NV SHS N00985106   6,485 68,467 SH   SOLE   68,467 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104   6,630 49,258 SH   SOLE   49,258 0 0
AFLAC INC COM 001055102   21,776 194,774 SH   SOLE   194,774 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   12,473 170,326 SH   SOLE   170,326 0 0
ASSURANT INC COM 04621X108   5,670 28,514 SH   SOLE   28,514 0 0
GALLAGHER ARTHUR J & CO COM 363576109   14,517 51,594 SH   SOLE   51,594 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   7,520 74,496 SH   SOLE   74,496 0 0
ALIGN TECHNOLOGY INC COM 016255101   3,257 12,808 SH   SOLE   12,808 0 0
ALLSTATE CORP COM 020002101   10,517 55,455 SH   SOLE   55,455 0 0
ALLEGION PLC ORD SHS G0176J109   2,337 16,032 SH   SOLE   16,032 0 0
ALLY FINL INC COM 02005N100   3,679 103,383 SH   SOLE   103,383 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   7,650 27,815 SH   SOLE   27,815 0 0
APPLIED MATLS INC COM 038222105   37,111 183,672 SH   SOLE   183,672 0 0
ADVANCED MICRO DEVICES INC COM 007903107   44,466 271,002 SH   SOLE   271,002 0 0
AMETEK INC COM 031100100   4,435 25,828 SH   SOLE   25,828 0 0
AMGEN INC COM 031162100   46,730 145,029 SH   SOLE   145,029 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   1,958 51,000 SH   SOLE   51,000 0 0
AMERIPRISE FINL INC COM 03076C106   10,919 23,241 SH   SOLE   23,241 0 0
AMERICAN TOWER CORP NEW COM 03027X100   16,810 72,284 SH   SOLE   72,284 0 0
AMAZON COM INC COM 023135106   288,783 1,549,846 SH   SOLE   1,549,846 0 0
ARISTA NETWORKS INC COM 040413106   22,452 58,496 SH   SOLE   58,496 0 0
ANSYS INC COM 03662Q105   5,323 16,707 SH   SOLE   16,707 0 0
AON PLC SHS CL A G0403H108   15,115 43,685 SH   SOLE   43,685 0 0
SMITH A O CORP COM 831865209   2,358 26,252 SH   SOLE   26,252 0 0
AMPHENOL CORP NEW CL A 032095101   21,214 325,564 SH   SOLE   325,564 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   10,694 85,615 SH   SOLE   85,615 0 0
APPLOVIN CORP COM CL A 03831W108   6,645 50,900 SH   SOLE   50,900 0 0
APTIV PLC SHS G6095L109   4,296 59,659 SH   SOLE   59,659 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   2,089 17,588 SH   SOLE   17,588 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   5,766 37,000 SH   SOLE   37,000 0 0
ATMOS ENERGY CORP COM 049560105   1,082 7,800 SH   SOLE   7,800 0 0
AVALONBAY CMNTYS INC COM 053484101   8,801 39,071 SH   SOLE   39,071 0 0
BROADCOM INC COM 11135F101   123,060 713,390 SH   SOLE   713,390 0 0
AVANTOR INC COM 05352A100   4,057 156,817 SH   SOLE   156,817 0 0
AVERY DENNISON CORP COM 053611109   10,983 49,752 SH   SOLE   49,752 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   236 1,615 SH   SOLE   1,615 0 0
AXON ENTERPRISE INC COM 05464C101   4,196 10,500 SH   SOLE   10,500 0 0
AMERICAN EXPRESS CO COM 025816109   26,486 97,663 SH   SOLE   97,663 0 0
AUTOZONE INC COM 053332102   15,823 5,023 SH   SOLE   5,023 0 0
ASPEN TECHNOLOGY INC COM 29109X106   3,570 14,950 SH   SOLE   14,950 0 0
BANK AMERICA CORP COM 060505104   46,893 1,181,770 SH   SOLE   1,181,770 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   11,748 72,177 SH   SOLE   72,177 0 0
BAXTER INTL INC COM 071813109   1,862 49,034 SH   SOLE   49,034 0 0
BATH & BODY WORKS INC COM 070830104   1,718 53,823 SH   SOLE   53,823 0 0
BEST BUY INC COM 086516101   6,428 62,222 SH   SOLE   62,222 0 0
BECTON DICKINSON & CO COM 075887109   14,863 61,646 SH   SOLE   61,646 0 0
FRANKLIN RESOURCES INC COM 354613101   2,459 122,053 SH   SOLE   122,053 0 0
BROWN FORMAN CORP CL B 115637209   4,774 97,036 SH   SOLE   97,036 0 0
BUNGE GLOBAL SA COM SHS H11356104   4,054 41,954 SH   SOLE   41,954 0 0
BIOGEN INC COM 09062X103   6,149 31,721 SH   SOLE   31,721 0 0
BIO RAD LABS INC CL A 090572207   763 2,280 SH   SOLE   2,280 0 0
BANK NEW YORK MELLON CORP COM 064058100   14,863 206,827 SH   SOLE   206,827 0 0
BOOKING HOLDINGS INC COM 09857L108   26,987 6,407 SH   SOLE   6,407 0 0
BAKER HUGHES COMPANY CL A 05722G100   36,504 1,009,803 SH   SOLE   1,009,803 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   4,149 21,400 SH   SOLE   21,400 0 0
BLACKROCK INC COM 09247X101   41,077 43,261 SH   SOLE   43,261 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   5,136 73,069 SH   SOLE   73,069 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   26,155 505,506 SH   SOLE   505,506 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   8,202 38,142 SH   SOLE   38,142 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   96,268 209,159 SH   SOLE   209,159 0 0
BROWN & BROWN INC COM 115236101   7,598 73,343 SH   SOLE   73,343 0 0
BOSTON SCIENTIFIC CORP COM 101137107   22,991 274,358 SH   SOLE   274,358 0 0
BENTLEY SYS INC COM CL B 08265T208   1,845 36,313 SH   SOLE   36,313 0 0
BURLINGTON STORES INC COM 122017106   3,998 15,172 SH   SOLE   15,172 0 0
BLACKSTONE INC COM 09260D107   25,429 166,061 SH   SOLE   166,061 0 0
BXP INC COM 101121101   4,120 51,200 SH   SOLE   51,200 0 0
CITIGROUP INC COM NEW 172967424   20,149 321,864 SH   SOLE   321,864 0 0
CONAGRA BRANDS INC COM 205887102   6,933 213,197 SH   SOLE   213,197 0 0
CARDINAL HEALTH INC COM 14149Y108   5,683 51,417 SH   SOLE   51,417 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   10,398 129,189 SH   SOLE   129,189 0 0
CATERPILLAR INC COM 149123101   43,237 110,546 SH   SOLE   110,546 0 0
CHUBB LIMITED COM H1467J104   29,780 103,264 SH   SOLE   103,264 0 0
CBOE GLOBAL MKTS INC COM 12503M108   10,129 49,442 SH   SOLE   49,442 0 0
CBRE GROUP INC CL A 12504L109   8,043 64,613 SH   SOLE   64,613 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   4,829 61,322 SH   SOLE   61,322 0 0
CROWN CASTLE INC COM 22822V101   10,063 84,825 SH   SOLE   84,825 0 0
CROWN HLDGS INC COM 228368106   6,807 71,000 SH   SOLE   71,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   3,367 182,200 SH   SOLE   182,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   14,718 54,303 SH   SOLE   54,303 0 0
CDW CORP COM 12514G108   7,774 34,351 SH   SOLE   34,351 0 0
CONSTELLATION ENERGY CORP COM 21037T109   3,899 14,994 SH   SOLE   14,994 0 0
CELSIUS HLDGS INC COM NEW 15118V207   3,588 114,400 SH   SOLE   114,400 0 0
CF INDS HLDGS INC COM 125269100   884 10,300 SH   SOLE   10,300 0 0
CITIZENS FINL GROUP INC COM 174610105   1,901 46,284 SH   SOLE   46,284 0 0
CARLYLE GROUP INC COM 14316J108   3,194 74,165 SH   SOLE   74,165 0 0
CHURCH & DWIGHT CO INC COM 171340102   9,497 90,693 SH   SOLE   90,693 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   12,398 64,302 SH   SOLE   64,302 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   99 900 SH   SOLE   900 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   5,292 16,329 SH   SOLE   16,329 0 0
THE CIGNA GROUP COM 125523100   20,060 57,904 SH   SOLE   57,904 0 0
CINCINNATI FINL CORP COM 172062101   5,797 42,586 SH   SOLE   42,586 0 0
COLGATE PALMOLIVE CO COM 194162103   24,560 236,584 SH   SOLE   236,584 0 0
CLOROX CO DEL COM 189054109   5,169 31,731 SH   SOLE   31,731 0 0
COMCAST CORP NEW CL A 20030N101   40,274 964,191 SH   SOLE   964,191 0 0
CME GROUP INC COM 12572Q105   22,229 100,745 SH   SOLE   100,745 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   16,793 291,450 SH   SOLE   291,450 0 0
CUMMINS INC COM 231021106   12,230 37,770 SH   SOLE   37,770 0 0
CENTENE CORP DEL COM 15135B101   7,442 98,860 SH   SOLE   98,860 0 0
CNH INDL N V SHS N20944109   2,544 229,183 SH   SOLE   229,183 0 0
CORE & MAIN INC CL A 21874C102   2,664 60,000 SH   SOLE   60,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   10,467 69,909 SH   SOLE   69,909 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   7,679 43,100 SH   SOLE   43,100 0 0
COOPER COS INC COM 216648501   2,915 26,420 SH   SOLE   26,420 0 0
CENCORA INC COM 03073E105   15,770 70,066 SH   SOLE   70,066 0 0
COSTCO WHSL CORP NEW COM 22160K105   82,851 93,456 SH   SOLE   93,456 0 0
CORPAY INC COM SHS 219948106   5,677 18,152 SH   SOLE   18,152 0 0
CAMPBELL SOUP CO COM 134429109   3,865 79,000 SH   SOLE   79,000 0 0
COPART INC COM 217204106   8,628 164,656 SH   SOLE   164,656 0 0
CAMDEN PPTY TR SH BEN INT 133131102   1,485 12,021 SH   SOLE   12,021 0 0
COREBRIDGE FINL INC COM 21871X109   991 34,000 SH   SOLE   34,000 0 0
CRH PLC ORD G25508105   14,458 155,900 SH   SOLE   155,900 0 0
CHARLES RIV LABS INTL INC COM 159864107   1,109 5,630 SH   SOLE   5,630 0 0
SALESFORCE INC COM 79466L302   43,124 157,555 SH   SOLE   157,555 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   10,977 39,137 SH   SOLE   39,137 0 0
CISCO SYS INC COM 17275R102   77,465 1,455,568 SH   SOLE   1,455,568 0 0
COSTAR GROUP INC COM 22160N109   5,248 69,570 SH   SOLE   69,570 0 0
CARLISLE COS INC COM 142339100   5,127 11,400 SH   SOLE   11,400 0 0
CSX CORP COM 126408103   7,571 219,263 SH   SOLE   219,263 0 0
CINTAS CORP COM 172908105   12,836 62,348 SH   SOLE   62,348 0 0
CATALENT INC COM 148806102   1,641 27,100 SH   SOLE   27,100 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   12,582 163,020 SH   SOLE   163,020 0 0
CORTEVA INC COM 22052L104   247 4,201 SH   SOLE   4,201 0 0
CVS HEALTH CORP COM 126650100   20,085 319,419 SH   SOLE   319,419 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   3,221 11,047 SH   SOLE   11,047 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   0 8 SH   SOLE   8 0 0
DOORDASH INC CL A 25809K105   9,834 68,900 SH   SOLE   68,900 0 0
DAYFORCE INC COM 15677J108   1,951 31,854 SH   SOLE   31,854 0 0
DUPONT DE NEMOURS INC COM 26614N102   243 2,725 SH   SOLE   2,725 0 0
DATADOG INC CL A COM 23804L103   7,031 61,111 SH   SOLE   61,111 0 0
DEERE & CO COM 244199105   20,158 48,303 SH   SOLE   48,303 0 0
DECKERS OUTDOOR CORP COM 243537107   5,932 37,200 SH   SOLE   37,200 0 0
DELL TECHNOLOGIES INC CL C 24703L202   5,471 46,156 SH   SOLE   46,156 0 0
DISCOVER FINL SVCS COM 254709108   6,057 43,178 SH   SOLE   43,178 0 0
DOLLAR GEN CORP NEW COM 256677105   2,472 29,234 SH   SOLE   29,234 0 0
QUEST DIAGNOSTICS INC COM 74834L100   3,760 24,220 SH   SOLE   24,220 0 0
D R HORTON INC COM 23331A109   13,743 72,038 SH   SOLE   72,038 0 0
DANAHER CORPORATION COM 235851102   32,076 115,372 SH   SOLE   115,372 0 0
DISNEY WALT CO COM 254687106   30,050 312,400 SH   SOLE   312,400 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   3,900 99,500 SH   SOLE   99,500 0 0
DICKS SPORTING GOODS INC COM 253393102   3,986 19,100 SH   SOLE   19,100 0 0
DIGITAL RLTY TR INC COM 253868103   5,648 34,900 SH   SOLE   34,900 0 0
DOLLAR TREE INC COM 256746108   1,930 27,444 SH   SOLE   27,444 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,987 86,900 SH   SOLE   86,900 0 0
DOCUSIGN INC COM 256163106   3,229 52,000 SH   SOLE   52,000 0 0
DOVER CORP COM 260003108   10,577 55,162 SH   SOLE   55,162 0 0
DOW INC COM 260557103   3,573 65,400 SH   SOLE   65,400 0 0
AMDOCS LTD SHS G02602103   2,100 24,000 SH   SOLE   24,000 0 0
DOMINOS PIZZA INC COM 25754A201   2,676 6,221 SH   SOLE   6,221 0 0
DARDEN RESTAURANTS INC COM 237194105   4,703 28,653 SH   SOLE   28,653 0 0
DYNATRACE INC COM NEW 268150109   3,810 71,246 SH   SOLE   71,246 0 0
DAVITA INC COM 23918K108   2,170 13,239 SH   SOLE   13,239 0 0
DEXCOM INC COM 252131107   4,428 66,044 SH   SOLE   66,044 0 0
ELECTRONIC ARTS INC COM 285512109   13,346 93,039 SH   SOLE   93,039 0 0
EBAY INC. COM 278642103   8,896 136,624 SH   SOLE   136,624 0 0
ECOLAB INC COM 278865100   18,482 72,385 SH   SOLE   72,385 0 0
CONSOLIDATED EDISON INC COM 209115104   333 3,200 SH   SOLE   3,200 0 0
EQUIFAX INC COM 294429105   6,125 20,844 SH   SOLE   20,844 0 0
EVEREST GROUP LTD COM G3223R108   6,734 17,187 SH   SOLE   17,187 0 0
EDISON INTL COM 281020107   20,910 240,097 SH   SOLE   240,097 0 0
LAUDER ESTEE COS INC CL A 518439104   5,885 59,032 SH   SOLE   59,032 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   2,378 33,339 SH   SOLE   33,339 0 0
ELEVANCE HEALTH INC COM 036752103   27,410 52,712 SH   SOLE   52,712 0 0
EMCOR GROUP INC COM 29084Q100   5,468 12,700 SH   SOLE   12,700 0 0
EMERSON ELEC CO COM 291011104   14,817 135,473 SH   SOLE   135,473 0 0
ENPHASE ENERGY INC COM 29355A107   3,930 34,770 SH   SOLE   34,770 0 0
ENTEGRIS INC COM 29362U104   3,162 28,100 SH   SOLE   28,100 0 0
EPAM SYS INC COM 29414B104   2,126 10,683 SH   SOLE   10,683 0 0
EQUITABLE HLDGS INC COM 29452E101   3,917 93,197 SH   SOLE   93,197 0 0
EQUINIX INC COM 29444U700   14,610 16,459 SH   SOLE   16,459 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   6,557 88,066 SH   SOLE   88,066 0 0
ERIE INDTY CO CL A 29530P102   7,371 13,654 SH   SOLE   13,654 0 0
ESSEX PPTY TR INC COM 297178105   5,648 19,118 SH   SOLE   19,118 0 0
EATON CORP PLC SHS G29183103   20,352 61,405 SH   SOLE   61,405 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   8,708 131,966 SH   SOLE   131,966 0 0
EXACT SCIENCES CORP COM 30063P105   3,453 50,688 SH   SOLE   50,688 0 0
EXELON CORP COM 30161N101   246 6,068 SH   SOLE   6,068 0 0
EXPEDITORS INTL WASH INC COM 302130109   972 7,400 SH   SOLE   7,400 0 0
EXPEDIA GROUP INC COM NEW 30212P303   3,353 22,654 SH   SOLE   22,654 0 0
EXTRA SPACE STORAGE INC COM 30225T102   6,821 37,856 SH   SOLE   37,856 0 0
FORD MTR CO COM 345370860   6,872 650,760 SH   SOLE   650,760 0 0
FASTENAL CO COM 311900104   12,397 173,584 SH   SOLE   173,584 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   1,545 17,254 SH   SOLE   17,254 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   6,103 3,315 SH   SOLE   3,315 0 0
FACTSET RESH SYS INC COM 303075105   3,881 8,439 SH   SOLE   8,439 0 0
FEDEX CORP COM 31428X106   602 2,200 SH   SOLE   2,200 0 0
F5 INC COM 315616102   5,853 26,580 SH   SOLE   26,580 0 0
FISERV INC COM 337738108   16,992 94,583 SH   SOLE   94,583 0 0
FAIR ISAAC CORP COM 303250104   9,426 4,850 SH   SOLE   4,850 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   8,108 96,817 SH   SOLE   96,817 0 0
FIFTH THIRD BANCORP COM 316773100   7,602 177,444 SH   SOLE   177,444 0 0
FLUTTER ENTMT PLC SHS G3643J108   9,858 41,544 SH   SOLE   41,544 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   6,931 111,678 SH   SOLE   111,678 0 0
FOX CORP CL B COM 35137L204   2,083 53,686 SH   SOLE   53,686 0 0
FOX CORP CL A COM 35137L105   3,974 93,888 SH   SOLE   93,888 0 0
FIRST SOLAR INC COM 336433107   4,116 16,500 SH   SOLE   16,500 0 0
FORTINET INC COM 34959E109   9,940 128,180 SH   SOLE   128,180 0 0
FORTIVE CORP COM 34959J108   7,863 99,619 SH   SOLE   99,619 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   1,664 17,398 SH   SOLE   17,398 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   8,269 106,797 SH   SOLE   106,797 0 0
GODADDY INC CL A 380237107   9,962 63,544 SH   SOLE   63,544 0 0
GE AEROSPACE COM NEW 369604301   41,085 217,865 SH   SOLE   217,865 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   7,691 81,955 SH   SOLE   81,955 0 0
GEN DIGITAL INC COM 668771108   8,396 306,073 SH   SOLE   306,073 0 0
GE VERNOVA INC COM 36828A101   11,899 46,666 SH   SOLE   46,666 0 0
GRACO INC COM 384109104   3,739 42,731 SH   SOLE   42,731 0 0
GILEAD SCIENCES INC COM 375558103   24,981 297,963 SH   SOLE   297,963 0 0
GENERAL MLS INC COM 370334104   18,387 248,977 SH   SOLE   248,977 0 0
GLOBAL E ONLINE LTD SHS M5216V106   1,921 49,961 SH   SOLE   49,961 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   2,911 56,579 SH   SOLE   56,579 0 0
CORNING INC COM 219350105   5,927 131,271 SH   SOLE   131,271 0 0
GENERAL MTRS CO COM 37045V100   8,210 183,089 SH   SOLE   183,089 0 0
ALPHABET INC CAP STK CL C 02079K107   161,167 963,973 SH   SOLE   963,973 0 0
ALPHABET INC CAP STK CL A 02079K305   183,085 1,103,920 SH   SOLE   1,103,920 0 0
GENUINE PARTS CO COM 372460105   6,291 45,040 SH   SOLE   45,040 0 0
GLOBAL PMTS INC COM 37940X102   4,799 46,860 SH   SOLE   46,860 0 0
GRAIL INC COM 384747101   60 4,332 SH   SOLE   4,332 0 0
GARMIN LTD SHS H2906T109   6,830 38,801 SH   SOLE   38,801 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   27,937 56,425 SH   SOLE   56,425 0 0
GRAINGER W W INC COM 384802104   13,225 12,731 SH   SOLE   12,731 0 0
HYATT HOTELS CORP COM CL A 448579102   247 1,622 SH   SOLE   1,622 0 0
HUNTINGTON BANCSHARES INC COM 446150104   5,480 372,763 SH   SOLE   372,763 0 0
HCA HEALTHCARE INC COM 40412C101   14,741 36,269 SH   SOLE   36,269 0 0
HOME DEPOT INC COM 437076102   98,184 242,309 SH   SOLE   242,309 0 0
HEICO CORP NEW COM 422806109   1,465 5,601 SH   SOLE   5,601 0 0
HEICO CORP NEW CL A 422806208   3,782 18,560 SH   SOLE   18,560 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   10,534 89,564 SH   SOLE   89,564 0 0
HOLOGIC INC COM 436440101   6,874 84,388 SH   SOLE   84,388 0 0
ROBINHOOD MKTS INC COM CL A 770700102   3,063 130,800 SH   SOLE   130,800 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   9,122 445,860 SH   SOLE   445,860 0 0
HP INC COM 40434L105   10,549 294,099 SH   SOLE   294,099 0 0
HORMEL FOODS CORP COM 440452100   5,852 184,590 SH   SOLE   184,590 0 0
HENRY SCHEIN INC COM 806407102   3,824 52,451 SH   SOLE   52,451 0 0
HOST HOTELS & RESORTS INC COM 44107P104   3,231 183,558 SH   SOLE   183,558 0 0
HERSHEY CO COM 427866108   13,639 71,119 SH   SOLE   71,119 0 0
HUBBELL INC COM 443510607   2,914 6,802 SH   SOLE   6,802 0 0
HUBSPOT INC COM 443573100   6,067 11,413 SH   SOLE   11,413 0 0
HUMANA INC COM 444859102   10,773 34,013 SH   SOLE   34,013 0 0
HOWMET AEROSPACE INC COM 443201108   8,296 82,753 SH   SOLE   82,753 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   62,517 282,781 SH   SOLE   282,781 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   16,145 100,506 SH   SOLE   100,506 0 0
IDEXX LABS INC COM 45168D104   9,343 18,492 SH   SOLE   18,492 0 0
IDEX CORP COM 45167R104   3,629 16,918 SH   SOLE   16,918 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   15,428 147,027 SH   SOLE   147,027 0 0
ILLUMINA INC COM 452327109   5,254 40,286 SH   SOLE   40,286 0 0
INCYTE CORP COM 45337C102   6,535 98,864 SH   SOLE   98,864 0 0
INTEL CORP COM 458140100   16,167 689,111 SH   SOLE   689,111 0 0
INTUIT COM 461202103   36,291 58,440 SH   SOLE   58,440 0 0
INVITATION HOMES INC COM 46187W107   2,653 75,233 SH   SOLE   75,233 0 0
SAMSARA INC COM CL A 79589L106   2,353 48,900 SH   SOLE   48,900 0 0
INTERPUBLIC GROUP COS INC COM 460690100   7,087 224,054 SH   SOLE   224,054 0 0
IQVIA HLDGS INC COM 46266C105   10,037 42,356 SH   SOLE   42,356 0 0
INGERSOLL RAND INC COM 45687V106   7,192 73,269 SH   SOLE   73,269 0 0
IRON MTN INC DEL COM 46284V101   4,573 38,484 SH   SOLE   38,484 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   34,329 69,879 SH   SOLE   69,879 0 0
GARTNER INC COM 366651107   7,686 15,166 SH   SOLE   15,166 0 0
ILLINOIS TOOL WKS INC COM 452308109   15,895 60,652 SH   SOLE   60,652 0 0
HUNT J B TRANS SVCS INC COM 445658107   103 600 SH   SOLE   600 0 0
JABIL INC COM 466313103   1,517 12,660 SH   SOLE   12,660 0 0
JOHNSON CTLS INTL PLC SHS G51502105   14,423 185,838 SH   SOLE   185,838 0 0
HENRY JACK & ASSOC INC COM 426281101   4,390 24,866 SH   SOLE   24,866 0 0
JOHNSON & JOHNSON COM 478160104   124,513 768,313 SH   SOLE   768,313 0 0
JUNIPER NETWORKS INC COM 48203R104   7,058 181,071 SH   SOLE   181,071 0 0
JPMORGAN CHASE & CO. COM 46625H100   100,414 476,214 SH   SOLE   476,214 0 0
KELLANOVA COM 487836108   9,587 118,785 SH   SOLE   118,785 0 0
KEURIG DR PEPPER INC COM 49271V100   17,456 465,750 SH   SOLE   465,750 0 0
KEYCORP COM 493267108   3,070 183,313 SH   SOLE   183,313 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   12,176 76,615 SH   SOLE   76,615 0 0
KRAFT HEINZ CO COM 500754106   14,284 406,840 SH   SOLE   406,840 0 0
KIMCO RLTY CORP COM 49446R109   7,372 317,474 SH   SOLE   317,474 0 0
KKR & CO INC COM 48251W104   13,029 99,775 SH   SOLE   99,775 0 0
KLA CORP COM NEW 482480100   20,833 26,902 SH   SOLE   26,902 0 0
KIMBERLY-CLARK CORP COM 494368103   11,794 82,896 SH   SOLE   82,896 0 0
CARMAX INC COM 143130102   1,408 18,200 SH   SOLE   18,200 0 0
COCA COLA CO COM 191216100   97,809 1,361,106 SH   SOLE   1,361,106 0 0
KROGER CO COM 501044101   16,817 293,483 SH   SOLE   293,483 0 0
KENVUE INC COM 49177J102   11,843 512,032 SH   SOLE   512,032 0 0
LOEWS CORP COM 540424108   9,379 118,649 SH   SOLE   118,649 0 0
LENNAR CORP CL A 526057104   9,768 52,101 SH   SOLE   52,101 0 0
LABCORP HOLDINGS INC COM SHS 504922105   2,169 9,707 SH   SOLE   9,707 0 0
LENNOX INTL INC COM 526107107   4,041 6,687 SH   SOLE   6,687 0 0
LINDE PLC SHS G54950103   57,078 119,696 SH   SOLE   119,696 0 0
LKQ CORP COM 501889208   2,071 51,886 SH   SOLE   51,886 0 0
ELI LILLY & CO COM 532457108   155,406 175,414 SH   SOLE   175,414 0 0
CHENIERE ENERGY INC COM NEW 16411R208   17,371 96,590 SH   SOLE   96,590 0 0
LOWES COS INC COM 548661107   27,520 101,605 SH   SOLE   101,605 0 0
LPL FINL HLDGS INC COM 50212V100   4,815 20,700 SH   SOLE   20,700 0 0
LAM RESEARCH CORP COM 512807108   23,361 28,626 SH   SOLE   28,626 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   32 611 SH   SOLE   611 0 0
LULULEMON ATHLETICA INC COM 550021109   7,612 28,054 SH   SOLE   28,054 0 0
LAS VEGAS SANDS CORP COM 517834107   3,967 78,803 SH   SOLE   78,803 0 0
LAMB WESTON HLDGS INC COM 513272104   1,929 29,800 SH   SOLE   29,800 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   153 1,600 SH   SOLE   1,600 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   1,906 17,412 SH   SOLE   17,412 0 0
MASTERCARD INCORPORATED CL A 57636Q104   88,706 179,639 SH   SOLE   179,639 0 0
MID-AMER APT CMNTYS INC COM 59522J103   1,960 12,334 SH   SOLE   12,334 0 0
MANHATTAN ASSOCIATES INC COM 562750109   4,411 15,676 SH   SOLE   15,676 0 0
MASCO CORP COM 574599106   4,563 54,362 SH   SOLE   54,362 0 0
MCDONALDS CORP COM 580135101   68,871 226,170 SH   SOLE   226,170 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   8,417 104,833 SH   SOLE   104,833 0 0
MCKESSON CORP COM 58155Q103   21,336 43,153 SH   SOLE   43,153 0 0
MOODYS CORP COM 615369105   17,675 37,243 SH   SOLE   37,243 0 0
MONGODB INC CL A 60937P106   4,511 16,687 SH   SOLE   16,687 0 0
MONDELEZ INTL INC CL A 609207105   23,142 314,130 SH   SOLE   314,130 0 0
MEDTRONIC PLC SHS G5960L103   30,707 341,079 SH   SOLE   341,079 0 0
MERCADOLIBRE INC COM 58733R102   20,438 9,960 SH   SOLE   9,960 0 0
METLIFE INC COM 59156R108   14,823 179,715 SH   SOLE   179,715 0 0
META PLATFORMS INC CL A 30303M102   261,489 456,798 SH   SOLE   456,798 0 0
MGM RESORTS INTERNATIONAL COM 552953101   2,297 58,756 SH   SOLE   58,756 0 0
MCCORMICK & CO INC COM NON VTG 579780206   3,822 46,444 SH   SOLE   46,444 0 0
MARKEL GROUP INC COM 570535104   10,659 6,795 SH   SOLE   6,795 0 0
MARKETAXESS HLDGS INC COM 57060D108   2,849 11,120 SH   SOLE   11,120 0 0
MARSH & MCLENNAN COS INC COM 571748102   33,270 149,131 SH   SOLE   149,131 0 0
3M CO COM 88579Y101   19,198 140,439 SH   SOLE   140,439 0 0
MONDAY COM LTD SHS M7S64H106   2,083 7,500 SH   SOLE   7,500 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   11,733 224,906 SH   SOLE   224,906 0 0
MOLINA HEALTHCARE INC COM 60855R100   4,376 12,700 SH   SOLE   12,700 0 0
MONOLITHIC PWR SYS INC COM 609839105   8,966 9,698 SH   SOLE   9,698 0 0
MERCK & CO INC COM 58933Y105   63,540 559,529 SH   SOLE   559,529 0 0
MODERNA INC COM 60770K107   3,771 56,430 SH   SOLE   56,430 0 0
MARVELL TECHNOLOGY INC COM 573874104   13,872 192,347 SH   SOLE   192,347 0 0
MORGAN STANLEY COM NEW 617446448   21,998 211,033 SH   SOLE   211,033 0 0
MSCI INC COM 55354G100   9,158 15,710 SH   SOLE   15,710 0 0
MICROSOFT CORP COM 594918104   545,440 1,267,580 SH   SOLE   1,267,580 0 0
MICROSTRATEGY INC CL A NEW 594972408   5,173 30,680 SH   SOLE   30,680 0 0
M & T BK CORP COM 55261F104   6,913 38,811 SH   SOLE   38,811 0 0
MATCH GROUP INC NEW COM 57667L107   2,316 61,202 SH   SOLE   61,202 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   6,458 4,306 SH   SOLE   4,306 0 0
MICRON TECHNOLOGY INC COM 595112103   19,045 183,640 SH   SOLE   183,640 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   6,144 53,323 SH   SOLE   53,323 0 0
NASDAQ INC COM 631103108   7,353 100,715 SH   SOLE   100,715 0 0
NORDSON CORP COM 655663102   3,692 14,059 SH   SOLE   14,059 0 0
NEXTERA ENERGY INC COM 65339F101   31,626 374,134 SH   SOLE   374,134 0 0
CLOUDFLARE INC CL A COM 18915M107   5,754 71,128 SH   SOLE   71,128 0 0
NETFLIX INC COM 64110L106   64,250 90,586 SH   SOLE   90,586 0 0
NIKE INC CL B 654106103   24,035 271,892 SH   SOLE   271,892 0 0
NET LEASE OFFICE PROPERTIES COM 64110Y108   0 1 SH   SOLE   1 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   1,493 74,396 SH   SOLE   74,396 0 0
SERVICENOW INC COM 81762P102   30,996 34,656 SH   SOLE   34,656 0 0
NORFOLK SOUTHN CORP COM 655844108   6,725 27,062 SH   SOLE   27,062 0 0
NETAPP INC COM 64110D104   6,681 54,096 SH   SOLE   54,096 0 0
NORTHERN TR CORP COM 665859104   7,350 81,645 SH   SOLE   81,645 0 0
NUCOR CORP COM 670346105   6,059 40,299 SH   SOLE   40,299 0 0
NVIDIA CORPORATION COM 67066G104   549,340 4,523,549 SH   SOLE   4,523,549 0 0
NVR INC COM 62944T105   8,281 844 SH   SOLE   844 0 0
NEWS CORP NEW CL A 65249B109   4,250 159,576 SH   SOLE   159,576 0 0
NXP SEMICONDUCTORS N V COM N6596X109   7,938 33,075 SH   SOLE   33,075 0 0
REALTY INCOME CORP COM 756109104   8,438 133,053 SH   SOLE   133,053 0 0
OWENS CORNING NEW COM 690742101   4,290 24,304 SH   SOLE   24,304 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   6,587 33,162 SH   SOLE   33,162 0 0
OKTA INC CL A 679295105   2,996 40,300 SH   SOLE   40,300 0 0
OMNICOM GROUP INC COM 681919106   9,031 87,351 SH   SOLE   87,351 0 0
ON SEMICONDUCTOR CORP COM 682189105   4,452 61,314 SH   SOLE   61,314 0 0
ORACLE CORP COM 68389X105   51,915 304,668 SH   SOLE   304,668 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   17,998 15,629 SH   SOLE   15,629 0 0
OTIS WORLDWIDE CORP COM 68902V107   6,623 63,724 SH   SOLE   63,724 0 0
PALO ALTO NETWORKS INC COM 697435105   21,652 63,348 SH   SOLE   63,348 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   1,623 152,839 SH   SOLE   152,839 0 0
UIPATH INC CL A 90364P105   5 400 SH   SOLE   400 0 0
PAYCOM SOFTWARE INC COM 70432V102   2,642 15,860 SH   SOLE   15,860 0 0
PAYCHEX INC COM 704326107   18,310 136,445 SH   SOLE   136,445 0 0
PACCAR INC COM 693718108   11,591 117,461 SH   SOLE   117,461 0 0
PEPSICO INC COM 713448108   74,143 436,008 SH   SOLE   436,008 0 0
PFIZER INC COM 717081103   39,352 1,359,771 SH   SOLE   1,359,771 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   8,904 103,651 SH   SOLE   103,651 0 0
PROCTER AND GAMBLE CO COM 742718109   120,345 694,834 SH   SOLE   694,834 0 0
PROGRESSIVE CORP COM 743315103   34,961 137,770 SH   SOLE   137,770 0 0
PARKER-HANNIFIN CORP COM 701094104   13,464 21,310 SH   SOLE   21,310 0 0
PULTE GROUP INC COM 745867101   8,555 59,607 SH   SOLE   59,607 0 0
PINTEREST INC CL A 72352L106   4,651 143,690 SH   SOLE   143,690 0 0
PROLOGIS INC. COM 74340W103   21,497 170,236 SH   SOLE   170,236 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   12,876 346,123 SH   SOLE   346,123 0 0
PNC FINL SVCS GROUP INC COM 693475105   17,953 97,122 SH   SOLE   97,122 0 0
PENTAIR PLC SHS G7S00T104   2,751 28,130 SH   SOLE   28,130 0 0
INSULET CORP COM 45784P101   3,654 15,700 SH   SOLE   15,700 0 0
POOL CORP COM 73278L105   4,106 10,898 SH   SOLE   10,898 0 0
PPG INDS INC COM 693506107   199 1,500 SH   SOLE   1,500 0 0
PRUDENTIAL FINL INC COM 744320102   9,395 77,582 SH   SOLE   77,582 0 0
PUBLIC STORAGE OPER CO COM 74460D109   15,491 42,572 SH   SOLE   42,572 0 0
POLESTAR AUTOMOTIVE HLDG UK ADS A 731105201   7,512 4,367,686 SH   SOLE   4,367,686 0 0
PURE STORAGE INC CL A 74624M102   3,582 71,300 SH   SOLE   71,300 0 0
PTC INC COM 69370C100   7,820 43,288 SH   SOLE   43,288 0 0
QUANTA SVCS INC COM 74762E102   12,716 42,650 SH   SOLE   42,650 0 0
PAYPAL HLDGS INC COM 70450Y103   12,855 164,740 SH   SOLE   164,740 0 0
QUALCOMM INC COM 747525103   42,212 248,234 SH   SOLE   248,234 0 0
QORVO INC COM 74736K101   950 9,200 SH   SOLE   9,200 0 0
ROBLOX CORP CL A 771049103   2,850 64,400 SH   SOLE   64,400 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   7,644 43,100 SH   SOLE   43,100 0 0
REGENCY CTRS CORP COM 758849103   2,460 34,060 SH   SOLE   34,060 0 0
REGENERON PHARMACEUTICALS COM 75886F107   32,538 30,952 SH   SOLE   30,952 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   4,142 177,543 SH   SOLE   177,543 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   2,095 186,700 SH   SOLE   186,700 0 0
RAYMOND JAMES FINL INC COM 754730109   4,781 39,039 SH   SOLE   39,039 0 0
RESMED INC COM 761152107   8,371 34,292 SH   SOLE   34,292 0 0
ROCKWELL AUTOMATION INC COM 773903109   6,469 24,095 SH   SOLE   24,095 0 0
ROKU INC COM CL A 77543R102   2,262 30,300 SH   SOLE   30,300 0 0
ROLLINS INC COM 775711104   6,681 132,096 SH   SOLE   132,096 0 0
ROPER TECHNOLOGIES INC COM 776696106   26,541 47,698 SH   SOLE   47,698 0 0
ROSS STORES INC COM 778296103   7,723 51,309 SH   SOLE   51,309 0 0
RPM INTL INC COM 749685103   157 1,300 SH   SOLE   1,300 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   2,412 85,250 SH   SOLE   85,250 0 0
RELIANCE INC COM 759509102   128 444 SH   SOLE   444 0 0
REPUBLIC SVCS INC COM 760759100   16,444 81,874 SH   SOLE   81,874 0 0
REVVITY INC COM 714046109   4,425 34,640 SH   SOLE   34,640 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   4,842 20,118 SH   SOLE   20,118 0 0
STARBUCKS CORP COM 855244109   24,460 250,895 SH   SOLE   250,895 0 0
SCHWAB CHARLES CORP COM 808513105   16,835 259,760 SH   SOLE   259,760 0 0
SEA LTD SPONSORD ADS 81141R100   7,751 82,208 SH   SOLE   82,208 0 0
SEI INVTS CO COM 784117103   4,860 70,247 SH   SOLE   70,247 0 0
SHERWIN WILLIAMS CO COM 824348106   24,826 65,045 SH   SOLE   65,045 0 0
SMUCKER J M CO COM NEW 832696405   4,454 36,777 SH   SOLE   36,777 0 0
SUPER MICRO COMPUTER INC COM 86800U104   4,455 10,700 SH   SOLE   10,700 0 0
SNAP ON INC COM 833034101   5,383 18,581 SH   SOLE   18,581 0 0
SNAP INC CL A 83304A106   2,647 247,342 SH   SOLE   247,342 0 0
SNOWFLAKE INC CL A 833445109   7,925 69,000 SH   SOLE   69,000 0 0
SYNOPSYS INC COM 871607107   16,143 31,879 SH   SOLE   31,879 0 0
SOLVENTUM CORP COM SHS 83444M101   1,979 28,384 SH   SOLE   28,384 0 0
SIMON PPTY GROUP INC NEW COM 828806109   12,815 75,817 SH   SOLE   75,817 0 0
S&P GLOBAL INC COM 78409V104   29,757 57,600 SH   SOLE   57,600 0 0
BLOCK INC CL A 852234103   8,259 123,037 SH   SOLE   123,037 0 0
SEMPRA COM 816851109   309 3,700 SH   SOLE   3,700 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   5,748 77,457 SH   SOLE   77,457 0 0
STERIS PLC SHS USD G8473T100   2,554 10,529 SH   SOLE   10,529 0 0
STEEL DYNAMICS INC COM 858119100   8,590 68,129 SH   SOLE   68,129 0 0
STATE STR CORP COM 857477103   8,141 92,022 SH   SOLE   92,022 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   1,884 17,200 SH   SOLE   17,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108   7,184 27,879 SH   SOLE   27,879 0 0
SUN CMNTYS INC COM 866674104   3,272 24,208 SH   SOLE   24,208 0 0
STANLEY BLACK & DECKER INC COM 854502101   3,404 30,907 SH   SOLE   30,907 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   4,020 40,700 SH   SOLE   40,700 0 0
SYNCHRONY FINANCIAL COM 87165B103   5,078 101,801 SH   SOLE   101,801 0 0
STRYKER CORPORATION COM 863667101   20,983 58,083 SH   SOLE   58,083 0 0
SYSCO CORP COM 871829107   5,194 66,535 SH   SOLE   66,535 0 0
AT&T INC COM 00206R102   30,799 1,399,970 SH   SOLE   1,399,970 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   4,559 79,266 SH   SOLE   79,266 0 0
TRANSDIGM GROUP INC COM 893641100   12,826 8,987 SH   SOLE   8,987 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   5,969 13,639 SH   SOLE   13,639 0 0
ATLASSIAN CORPORATION CL A 049468101   6,559 41,300 SH   SOLE   41,300 0 0
BIO-TECHNE CORP COM 09073M104   2,326 29,100 SH   SOLE   29,100 0 0
TE CONNECTIVITY PLC ORD S ORD SHS G87052109   12,008 79,527 SH   SOLE   79,527 0 0
TERADYNE INC COM 880770102   4,252 31,750 SH   SOLE   31,750 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   5,477 303,950 SH   SOLE   303,950 0 0
TRUIST FINL CORP COM 89832Q109   12,085 282,554 SH   SOLE   282,554 0 0
TELEFLEX INCORPORATED COM 879369106   2,014 8,144 SH   SOLE   8,144 0 0
TARGET CORP COM 87612E106   20,808 133,507 SH   SOLE   133,507 0 0
TJX COS INC NEW COM 872540109   31,932 271,668 SH   SOLE   271,668 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   38,639 62,465 SH   SOLE   62,465 0 0
T-MOBILE US INC COM 872590104   35,257 170,854 SH   SOLE   170,854 0 0
TOAST INC CL A 888787108   2,539 89,700 SH   SOLE   89,700 0 0
TRIMBLE INC COM 896239100   5,047 81,280 SH   SOLE   81,280 0 0
PRICE T ROWE GROUP INC COM 74144T108   8,755 80,377 SH   SOLE   80,377 0 0
TRANSUNION COM 89400J107   5,033 48,067 SH   SOLE   48,067 0 0
TRAVELERS COMPANIES INC COM 89417E109   18,273 78,051 SH   SOLE   78,051 0 0
TRACTOR SUPPLY CO COM 892356106   6,229 21,409 SH   SOLE   21,409 0 0
TESLA INC COM 88160R101   125,572 479,962 SH   SOLE   479,962 0 0
TYSON FOODS INC CL A 902494103   7,440 124,915 SH   SOLE   124,915 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   18,212 46,849 SH   SOLE   46,849 0 0
TORO CO COM 891092108   1,682 19,398 SH   SOLE   19,398 0 0
THE TRADE DESK INC COM CL A 88339J105   10,841 98,872 SH   SOLE   98,872 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   5,283 34,369 SH   SOLE   34,369 0 0
TRADEWEB MKTS INC CL A 892672106   4,192 33,894 SH   SOLE   33,894 0 0
TWILIO INC CL A 90138F102   2,608 39,992 SH   SOLE   39,992 0 0
TEXAS INSTRS INC COM 882508104   58,693 284,131 SH   SOLE   284,131 0 0
TYLER TECHNOLOGIES INC COM 902252105   4,203 7,200 SH   SOLE   7,200 0 0
UNITY SOFTWARE INC COM 91332U101   18 800 SH   SOLE   800 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,580 74,240 SH   SOLE   74,240 0 0
UDR INC COM 902653104   1,820 40,131 SH   SOLE   40,131 0 0
ULTA BEAUTY INC COM 90384S303   5,371 13,802 SH   SOLE   13,802 0 0
UNITEDHEALTH GROUP INC COM 91324P102   120,689 206,418 SH   SOLE   206,418 0 0
UNION PAC CORP COM 907818108   15,238 61,823 SH   SOLE   61,823 0 0
UNITED PARCEL SERVICE INC CL B 911312106   12,626 92,608 SH   SOLE   92,608 0 0
UNITED RENTALS INC COM 911363109   9,009 11,126 SH   SOLE   11,126 0 0
US BANCORP DEL COM NEW 902973304   17,428 381,101 SH   SOLE   381,101 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   7,669 21,400 SH   SOLE   21,400 0 0
VISA INC COM CL A 92826C839   103,102 374,983 SH   SOLE   374,983 0 0
VEEVA SYS INC CL A COM 922475108   8,556 40,769 SH   SOLE   40,769 0 0
VICI PPTYS INC COM 925652109   4,726 141,883 SH   SOLE   141,883 0 0
VERALTO CORP COM SHS 92338C103   6,494 58,057 SH   SOLE   58,057 0 0
VULCAN MATLS CO COM 929160109   5,502 21,972 SH   SOLE   21,972 0 0
VERISK ANALYTICS INC COM 92345Y106   7,920 29,557 SH   SOLE   29,557 0 0
VERISIGN INC COM 92343E102   7,623 40,129 SH   SOLE   40,129 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   8,516 85,600 SH   SOLE   85,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   33,480 71,988 SH   SOLE   71,988 0 0
VENTAS INC COM 92276F100   2,791 43,524 SH   SOLE   43,524 0 0
VIATRIS INC COM 92556V106   1,990 171,390 SH   SOLE   171,390 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   59,289 1,320,182 SH   SOLE   1,320,182 0 0
WABTEC COM 929740108   4,505 24,785 SH   SOLE   24,785 0 0
WATERS CORP COM 941848103   6,555 18,213 SH   SOLE   18,213 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,838 205,164 SH   SOLE   205,164 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   3,813 462,200 SH   SOLE   462,200 0 0
WASTE CONNECTIONS INC COM 94106B101   9,621 53,800 SH   SOLE   53,800 0 0
WORKDAY INC CL A 98138H101   11,428 46,757 SH   SOLE   46,757 0 0
WESTERN DIGITAL CORP. COM 958102105   2,832 41,466 SH   SOLE   41,466 0 0
WELLTOWER INC COM 95040Q104   10,043 78,439 SH   SOLE   78,439 0 0
WELLS FARGO CO NEW COM 949746101   32,592 576,945 SH   SOLE   576,945 0 0
WIX COM LTD SHS M98068105   2,584 15,457 SH   SOLE   15,457 0 0
WASTE MGMT INC DEL COM 94106L109   25,783 124,196 SH   SOLE   124,196 0 0
WALMART INC COM 931142103   73,588 911,300 SH   SOLE   911,300 0 0
WP CAREY INC COM 92936U109   4,762 76,434 SH   SOLE   76,434 0 0
BERKLEY W R CORP COM 084423102   8,376 147,643 SH   SOLE   147,643 0 0
WILLIAMS SONOMA INC COM 969904101   6,445 41,600 SH   SOLE   41,600 0 0
WATSCO INC COM 942622200   3,944 8,019 SH   SOLE   8,019 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   4,923 16,400 SH   SOLE   16,400 0 0
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WYNN RESORTS LTD COM 983134107   2,477 25,829 SH   SOLE   25,829 0 0
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