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
BROADCOM INC COM 11135F101   28,417,092 122,572 SH   SOLE   122,572 0 0
GENERAL MOTORS CO COM 37045V100   2,928,785 54,980 SH   SOLE   54,980 0 0
QUALCOMM INC COM 747525103   3,617,137 23,546 SH   SOLE   23,546 0 0
MEDTRONIC PLC SHS G5960L103   1,719,257 21,523 SH   SOLE   21,523 0 0
COGNIZANT TECH SOLUTIONS-A CL A 192446102   3,202,577 41,646 SH   SOLE   41,646 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106   2,172,400 7,490 SH   SOLE   7,490 0 0
WORKDAY INC-CLASS A CL A 98138H101   2,146,036 8,317 SH   SOLE   8,317 0 0
REPUBLIC SERVICES INC COM 760759100   3,962,642 19,697 SH   SOLE   19,697 0 0
INTUIT INC COM 461202103   6,089,537 9,689 SH   SOLE   9,689 0 0
MARRIOTT INTERNATIONAL -CL A CL A 571903202   3,075,871 11,027 SH   SOLE   11,027 0 0
MCKESSON CORP COM 58155Q103   3,025,652 5,309 SH   SOLE   5,309 0 0
ALLSTATE CORP COM 020002101   5,188,364 26,912 SH   SOLE   26,912 0 0
PROCTER & GAMBLE CO/THE COM 742718109   9,170,958 54,703 SH   SOLE   54,703 0 0
VERISK ANALYTICS INC COM 92345Y106   2,646,056 9,607 SH   SOLE   9,607 0 0
COCA-COLA CO/THE COM 191216100   6,424,983 103,196 SH   SOLE   103,196 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   7,817,234 16,912 SH   SOLE   16,912 0 0
WABTEC CORP COM 929740108   2,275,080 12,000 SH   SOLE   12,000 0 0
OTIS WORLDWIDE CORP COM 68902V107   2,480,837 26,788 SH   SOLE   26,788 0 0
HARTFORD FINANCIAL SVCS GRP COM 416515104   3,833,704 35,043 SH   SOLE   35,043 0 0
CATERPILLAR INC COM 149123951   2,889,021 7,964 SH   SOLE   7,964 0 0
SALESFORCE INC COM 79466L302   8,404,053 25,137 SH   SOLE   25,137 0 0
EQUINIX INC COM 29444U700   2,931,445 3,109 SH   SOLE   3,109 0 0
DANAHER CORP COM 235851102   4,382,339 19,091 SH   SOLE   19,091 0 0
MICRON TECHNOLOGY INC COM 595112103   4,618,196 54,874 SH   SOLE   54,874 0 0
ROYAL GOLD INC COM 780287108   2,621,837 19,885 SH   SOLE   19,885 0 0
MICROSOFT CORP COM 594918104   91,418,714 216,889 SH   SOLE   216,889 0 0
FISERV INC COM 337738108   3,777,058 18,387 SH   SOLE   18,387 0 0
PPG INDUSTRIES INC COM 693506107   2,899,171 24,271 SH   SOLE   24,271 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,101,140 13,650 SH   SOLE   13,650 0 0
PROLOGIS INC COM 74340W103   5,404,441 51,130 SH   SOLE   51,130 0 0
CUMMINS INC COM 231021106   1,949,720 5,593 SH   SOLE   5,593 0 0
ABBVIE INC COM 00287Y109   9,571,100 53,861 SH   SOLE   53,861 0 0
DEXCOM INC COM 252131107   3,787,632 48,703 SH   SOLE   48,703 0 0
LINDE PLC SHS G54950103   5,001,850 11,947 SH   SOLE   11,947 0 0
PTC INC COM 69370C100   1,789,974 9,735 SH   SOLE   9,735 0 0
GENPACT LTD SHS G3922B907   2,073,540 48,278 SH   SOLE   48,278 0 0
BOSTON SCIENTIFIC CORP COM 101137107   3,664,710 41,029 SH   SOLE   41,029 0 0
KEURIG DR PEPPER INC COM 49271V100   1,415,817 44,079 SH   SOLE   44,079 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   1,552,368 10,858 SH   SOLE   10,858 0 0
NVIDIA CORP COM 67066G104   89,676,042 667,779 SH   SOLE   667,779 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   2,496,037 18,580 SH   SOLE   18,580 0 0
BANK OF AMERICA CORP COM 060505104   13,967,222 317,798 SH   SOLE   317,798 0 0
APPLIED MATERIALS INC COM 038222105   3,492,154 21,473 SH   SOLE   21,473 0 0
ADVANCED MICRO DEVICES COM 007903107   8,736,016 72,324 SH   SOLE   72,324 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   4,846,670 67,540 SH   SOLE   67,540 0 0
JONES LANG LASALLE INC COM 48020Q107   3,874,561 15,306 SH   SOLE   15,306 0 0
TELEFLEX INC COM 879369106   1,166,837 6,556 SH   SOLE   6,556 0 0
DEERE & CO COM 244199105   2,599,823 6,136 SH   SOLE   6,136 0 0
BOOKING HOLDINGS INC COM 09857L108   7,651,367 1,540 SH   SOLE   1,540 0 0
COOPER COS INC/THE COM 216648501   2,720,393 29,592 SH   SOLE   29,592 0 0
MOLINA HEALTHCARE INC COM 60855R100   1,378,413 4,736 SH   SOLE   4,736 0 0
ACCENTURE PLC-CL A SHS CLASS A G1151C101   7,897,334 22,449 SH   SOLE   22,449 0 0
DUPONT DE NEMOURS INC COM 26614N102   2,189,748 28,718 SH   SOLE   28,718 0 0
BOOZ ALLEN HAMILTON HOLDINGS CL A 099502106   1,954,310 15,185 SH   SOLE   15,185 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839   15,290,647 48,382 SH   SOLE   48,382 0 0
VENTAS INC COM 92276F100   3,778,795 64,167 SH   SOLE   64,167 0 0
GENERAL ELECTRIC COM NEW 369604301   5,619,322 33,691 SH   SOLE   33,691 0 0
PAYCHEX INC COM 704326107   2,926,391 20,870 SH   SOLE   20,870 0 0
JPMORGAN CHASE & CO COM 46625H100   17,309,699 72,211 SH   SOLE   72,211 0 0
SIMON PROPERTY GROUP INC COM 828806109   4,926,584 28,608 SH   SOLE   28,608 0 0
FIFTH THIRD BANCORP COM 316773100   3,934,661 93,062 SH   SOLE   93,062 0 0
DELL TECHNOLOGIES -C CL C 24703L202   1,686,768 14,637 SH   SOLE   14,637 0 0
AUTOLIV INC COM 052800109   1,034,691 11,032 SH   SOLE   11,032 0 0
MSA SAFETY INC COM 553498106   1,523,924 9,193 SH   SOLE   9,193 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   8,229,542 205,790 SH   SOLE   205,790 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,744,615 18,419 SH   SOLE   18,419 0 0
ROYALTY PHARMA PLC- CL A SHS CLASS A G7709Q104   862,034 33,792 SH   SOLE   33,792 0 0
TRANSUNION COM 89400J107   3,021,790 32,594 SH   SOLE   32,594 0 0
JOHNSON CONTROLS INTERNATION COM 478160104   2,587,089 32,777 SH   SOLE   32,777 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   12,446,468 21,736 SH   SOLE   21,736 0 0
REGENERON PHARMACEUTICALS COM 75886F907   3,172,005 4,453 SH   SOLE   4,453 0 0
HONEYWELL INTERNATIONAL INC COM 438516106   2,961,644 13,111 SH   SOLE   13,111 0 0
GENERAL MILLS INC COM 370334104   2,153,640 33,772 SH   SOLE   33,772 0 0
ELI LILLY & CO COM 532457108   20,630,928 26,724 SH   SOLE   26,724 0 0
STATE STREET CORP COM 857477103   2,296,514 23,398 SH   SOLE   23,398 0 0
SERVICENOW INC COM 81762P102   8,087,655 7,629 SH   SOLE   7,629 0 0
CITIGROUP INC COM NEW 172967424   6,726,750 95,564 SH   SOLE   95,564 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   40,994,495 215,262 SH   SOLE   215,262 0 0
HCA HEALTHCARE INC COM 40412C101   1,498,949 4,994 SH   SOLE   4,994 0 0
DECKERS OUTDOOR CORP COM 243537107   5,014,901 24,693 SH   SOLE   24,693 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   751,091 74,587 SH   SOLE   74,587 0 0
UNITEDHEALTH GROUP INC COM 91324P102   15,201,093 30,050 SH   SOLE   30,050 0 0
JACOBS SOLUTIONS INC COM 46982L108   2,226,243 16,661 SH   SOLE   16,661 0 0
ARISTA NETWORKS INC COM SHS 040413205   3,325,185 30,084 SH   SOLE   30,084 0 0
COLGATE-PALMOLIVE CO COM 194162103   3,283,578 36,119 SH   SOLE   36,119 0 0
MONDELEZ INTERNATIONAL INC-A CL A 609207105   5,404,490 90,482 SH   SOLE   90,482 0 0
CDW CORP/DE COM 12514G108   6,787,386 38,999 SH   SOLE   38,999 0 0
HOLOGIC INC COM 436440101   1,608,472 22,312 SH   SOLE   22,312 0 0
REGENCY CENTERS CORP COM 758849103   1,831,985 24,780 SH   SOLE   24,780 0 0
DATADOG INC - CLASS A CL A COM 23804L103   6,367,464 44,562 SH   SOLE   44,562 0 0
ABBOTT LABORATORIES COM 002824100   7,370,700 65,164 SH   SOLE   65,164 0 0
APPLE INC COM 037833100   95,641,158 381,923 SH   SOLE   381,923 0 0
AUTOZONE INC COM 053332102   2,904,214 907 SH   SOLE   907 0 0
GE HEALTHCARE TECHNOLOGY COMMON STOCK 36266G107   1,615,902 20,669 SH   SOLE   20,669 0 0
EATON CORP PLC SHS G29183103   2,349,308 7,079 SH   SOLE   7,079 0 0
BURLINGTON STORES INC COM 122017106   3,064,395 10,750 SH   SOLE   10,750 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   3,651,900 49,330 SH   SOLE   49,330 0 0
NASDAQ OMX GROUP/THE COM 631103108   940,785 12,169 SH   SOLE   12,169 0 0
AMERIPRISE FINANCIAL INC COM 03076C106   3,128,026 5,875 SH   SOLE   5,875 0 0
PACKAGING CORP OF AMERICA COM 695156109   2,428,027 10,785 SH   SOLE   10,785 0 0
MERCK & CO. INC. COM 58933Y105   10,194,511 102,478 SH   SOLE   102,478 0 0
CHURCH & DWIGHT CO INC COM 171340102   1,899,439 18,140 SH   SOLE   18,140 0 0
MASTERCARD INC - A CL A 57636Q104   11,691,960 22,204 SH   SOLE   22,204 0 0
SERVICE CORP INTERNATIONAL COM 817565104   5,263,012 65,936 SH   SOLE   65,936 0 0
APTIV PLC COM SHS G3265R107   586,596 9,699 SH   SOLE   9,699 0 0
CSX CORP COM 126408103   3,699,142 114,631 SH   SOLE   114,631 0 0
META PLATFORMS INC-CLASS A CL A 30303M102   27,629,631 47,189 SH   SOLE   47,189 0 0
ELECTRONIC ARTS INC COM 285512109   8,854,076 60,520 SH   SOLE   60,520 0 0
S&P GLOBAL INC COM 78409V104   4,367,225 8,769 SH   SOLE   8,769 0 0
ADOBE INC COM 00724F101   5,208,092 11,712 SH   SOLE   11,712 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,927,361 24,005 SH   SOLE   24,005 0 0
THE CIGNA GROUP COM 125523100   2,314,329 8,381 SH   SOLE   8,381 0 0
HUMANA INC COM 444859102   2,947,603 11,618 SH   SOLE   11,618 0 0
AUTODESK INC COM 052769106   5,437,306 18,396 SH   SOLE   18,396 0 0
METLIFE INC COM 59156R108   4,758,620 58,117 SH   SOLE   58,117 0 0
OWENS CORNING COM 690742101   3,670,226 21,549 SH   SOLE   21,549 0 0
RESMED INC COM 761152107   2,696,484 11,791 SH   SOLE   11,791 0 0
CISCO SYSTEMS INC COM 17275R102   6,331,322 106,948 SH   SOLE   106,948 0 0
HOME DEPOT INC COM 437076102   13,133,858 33,764 SH   SOLE   33,764 0 0
STRYKER CORP COM 863667101   4,002,316 11,116 SH   SOLE   11,116 0 0
STERIS PLC SHS USD G8473T100   2,191,064 10,659 SH   SOLE   10,659 0 0
MSCI INC COM 55354G100   1,600,827 2,668 SH   SOLE   2,668 0 0
LABCORP HOLDINGS INC COM SHS 504922105   2,504,862 10,923 SH   SOLE   10,923 0 0
ENCOMPASS HEALTH CORP COM 29261A100   2,520,416 27,292 SH   SOLE   27,292 0 0
T-MOBILE US INC COM 872590104   3,785,961 17,152 SH   SOLE   17,152 0 0
UNITED RENTALS INC COM 911363109   2,889,613 4,102 SH   SOLE   4,102 0 0
BLACKROCK INC COM 09247F209   5,970,241 5,824 SH   SOLE   5,824 0 0
BROADRIDGE FINANCIAL SOLUTIO COM 11133T103   4,015,584 17,761 SH   SOLE   17,761 0 0
AUTOMATIC DATA PROCESSING COM 053015103   5,430,727 18,552 SH   SOLE   18,552 0 0
TESLA INC COM 88160R101   21,731,438 53,812 SH   SOLE   53,812 0 0
TJX COMPANIES INC COM 872540109   5,562,817 46,046 SH   SOLE   46,046 0 0
ELEVANCE HEALTH INC COM 036752103   3,517,093 9,534 SH   SOLE   9,534 0 0
ILLINOIS TOOL WORKS COM 452308109   1,635,208 6,449 SH   SOLE   6,449 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   3,706,438 7,101 SH   SOLE   7,101 0 0
AMERICAN EXPRESS CO COM 025816109   5,125,860 17,271 SH   SOLE   17,271 0 0
SYNOPSYS INC COM 871607107   2,548,140 5,250 SH   SOLE   5,250 0 0