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
Arch Capital Group Ltd A G0450A105   201,710 2,972 SH   SOLE   1,873 0 1,099
Accenture PLC A G1151C101   1,116,945 3,908 SH   SOLE   2,083 0 1,825
Eaton Corp PLC A G29183103   520,188 3,036 SH   SOLE   1,889 0 1,147
Johnson Controls International A G51502105   260,572 4,327 SH   SOLE   2,314 0 2,013
Linde PLC A G54950103   1,364,534 3,839 SH   SOLE   2,381 0 1,458
Medtronic PLC A G5960L103   269,916 3,348 SH   SOLE   3,348 0 0
Trane Technologies PLC A G8994E103   328,772 1,787 SH   SOLE   1,112 0 675
Chubb Ltd A H1467J104   627,978 3,234 SH   SOLE   2,010 0 1,224
NXP Semiconductors NV A N6596X109   297,987 1,598 SH   SOLE   843 0 755
Adobe Inc A 00724F101   1,491,382 3,870 SH   SOLE   2,500 0 1,370
Agilent Technologies Inc A 00846U101   345,297 2,496 SH   SOLE   1,636 0 860
Alphabet Inc A 02079K107   3,716,440 35,735 SH   SOLE   18,158 0 17,577
Alphabet Inc A 02079K305   3,716,646 35,830 SH   SOLE   19,460 0 16,370
American Tower Corp A 03027X100   595,651 2,915 SH   SOLE   1,541 0 1,374
Ameriprise Financial Inc A 03076C106   269,720 880 SH   SOLE   560 0 320
ANSYS Inc A 03662Q105   224,307 674 SH   SOLE   423 0 251
Baker Hughes Co A 05722G100   220,346 7,635 SH   SOLE   4,722 0 2,913
Biogen Inc A 09062X103   329,466 1,185 SH   SOLE   763 0 422
BlackRock Inc A 09247X101   778,187 1,163 SH   SOLE   724 0 439
Bristol-Myers Squibb Co A 110122108   1,261,303 18,198 SH   SOLE   12,088 0 6,110
Cigna Group/The A 125523100   617,105 2,415 SH   SOLE   1,499 0 916
CME Group Inc A 12572Q105   581,838 3,038 SH   SOLE   2,008 0 1,030
CSX Corp A 126408103   389,699 13,016 SH   SOLE   6,783 0 6,233
Cadence Design Systems Inc A 127387108   539,301 2,567 SH   SOLE   1,774 0 793
Carrier Global Corp A 14448C104   307,715 6,726 SH   SOLE   4,275 0 2,451
Caterpillar Inc A 149123101   744,417 3,253 SH   SOLE   1,690 0 1,563
Cheniere Energy Inc A 16411R208   274,854 1,744 SH   SOLE   1,075 0 669
Cisco Systems Inc A 17275R102   1,323,498 25,318 SH   SOLE   13,375 0 11,943
Coca-Cola Co/The A 191216100   1,582,013 25,504 SH   SOLE   13,658 0 11,846
Colgate-Palmolive Co A 194162103   366,507 4,877 SH   SOLE   2,594 0 2,283
ConocoPhillips A 20825C104   258,640 2,607 SH   SOLE   2,607 0 0
Consolidated Edison Inc A 209115104   204,447 2,137 SH   SOLE   1,118 0 1,019
Copart Inc A 217204106   209,535 2,786 SH   SOLE   1,558 0 1,228
Crown Castle Inc A 22822V101   362,706 2,710 SH   SOLE   1,463 0 1,247
Cummins Inc A 231021106   213,320 893 SH   SOLE   484 0 409
Danaher Corp A 235851102   378,564 1,502 SH   SOLE   1,502 0 0
Deere & Co A 244199105   752,680 1,823 SH   SOLE   982 0 841
Dexcom Inc A 252131107   369,104 3,177 SH   SOLE   2,040 0 1,137
Walt Disney Co/The A 254687106   1,138,278 11,368 SH   SOLE   6,034 0 5,334
Discover Financial Services A 254709108   253,030 2,560 SH   SOLE   1,735 0 825
Duke Energy Corp A 26441C204   227,380 2,357 SH   SOLE   2,357 0 0
Ecolab Inc A 278865100   334,536 2,021 SH   SOLE   1,279 0 742
Edison International A 281020107   219,323 3,107 SH   SOLE   2,010 0 1,097
Edwards Lifesciences Corp A 28176E108   474,126 5,731 SH   SOLE   3,946 0 1,785
Electronic Arts Inc A 285512109   266,074 2,209 SH   SOLE   1,405 0 804
Equinix Inc A 29444U700   535,733 743 SH   SOLE   485 0 258
Eversource Energy A 30040W108   214,980 2,747 SH   SOLE   1,757 0 990
Exelon Corp A 30161N101   275,511 6,577 SH   SOLE   3,666 0 2,911
Arthur J Gallagher & Co A 363576109   317,001 1,657 SH   SOLE   1,054 0 603
General Mills Inc A 370334104   418,754 4,900 SH   SOLE   3,160 0 1,740
Gilead Sciences Inc A 375558103   647,000 7,798 SH   SOLE   4,204 0 3,594
WW Grainger Inc A 384802104   277,590 403 SH   SOLE   271 0 132
HCA Healthcare Inc A 40412C101   379,699 1,440 SH   SOLE   756 0 684
Halliburton Co A 406216101   226,131 7,147 SH   SOLE   4,501 0 2,646
Hilton Worldwide Holdings Inc A 43300A203   234,408 1,664 SH   SOLE   861 0 803
Home Depot Inc/The A 437076102   1,850,402 6,270 SH   SOLE   3,313 0 2,957
Humana Inc A 444859102   471,382 971 SH   SOLE   609 0 362
Huntington Bancshares Inc/OH A 446150104   129,909 11,599 SH   SOLE   7,408 0 4,191
IDEXX Laboratories Inc A 45168D104   344,555 689 SH   SOLE   448 0 241
Illinois Tool Works Inc A 452308109   574,299 2,359 SH   SOLE   1,461 0 898
Illumina Inc A 452327109   294,641 1,267 SH   SOLE   824 0 443
Intel Corp A 458140100   837,659 25,640 SH   SOLE   13,892 0 11,748
Intercontinental Exchange Inc A 45866F104   468,992 4,497 SH   SOLE   2,887 0 1,610
IBM A 459200101   710,770 5,422 SH   SOLE   2,847 0 2,575
Intuitive Surgical Inc A 46120E602   202,588 793 SH   SOLE   793 0 0
Intuit Inc A 461202103   942,485 2,114 SH   SOLE   1,331 0 783
Johnson & Johnson A 478160104   2,504,335 16,157 SH   SOLE   8,467 0 7,690
KLA Corp A 482480100   202,379 507 SH   SOLE   507 0 0
Keurig Dr Pepper Inc A 49271V100   230,096 6,522 SH   SOLE   4,332 0 2,190
Kimberly-Clark Corp A 494368103   281,996 2,101 SH   SOLE   1,134 0 967
Kinder Morgan Inc A 49456B101   282,366 16,126 SH   SOLE   10,244 0 5,882
Kroger Co/The A 501044101   285,655 5,786 SH   SOLE   3,784 0 2,002
Lam Research Corp A 512807108   638,264 1,204 SH   SOLE   799 0 405
Estee Lauder Cos Inc/The A 518439104   483,062 1,960 SH   SOLE   1,295 0 665
Eli Lilly & Co A 532457108   2,376,810 6,921 SH   SOLE   4,564 0 2,357
Lowe's Cos Inc A 548661107   774,284 3,872 SH   SOLE   2,047 0 1,825
Lululemon Athletica Inc A 550021109   263,309 723 SH   SOLE   370 0 353
Marathon Petroleum Corp A 56585A102   429,568 3,186 SH   SOLE   1,647 0 1,539
Marsh & McLennan Cos Inc A 571748102   519,803 3,121 SH   SOLE   1,675 0 1,446
Mastercard Inc A 57636Q104   1,915,534 5,271 SH   SOLE   2,773 0 2,498
McDonald's Corp A 580135101   1,250,136 4,471 SH   SOLE   2,347 0 2,124
MercadoLibre Inc A 58733R102   359,830 273 SH   SOLE   142 0 131
Merck & Co Inc A 58933Y105   2,189,932 20,584 SH   SOLE   13,209 0 7,375
Mettler-Toledo International I A 592688105   214,229 140 SH   SOLE   75 0 65
Microsoft Corp A 594918104   12,857,027 44,596 SH   SOLE   23,842 0 20,754
Moody's Corp A 615369105   443,117 1,448 SH   SOLE   970 0 478
Morgan Stanley A 617446448   717,238 8,169 SH   SOLE   4,350 0 3,819
Motorola Solutions Inc A 620076307   291,853 1,020 SH   SOLE   536 0 484
Newmont Corp A 651639106   297,355 6,066 SH   SOLE   3,744 0 2,322
NextEra Energy Inc A 65339F101   254,749 3,305 SH   SOLE   3,305 0 0
NIKE Inc A 654106103   968,856 7,900 SH   SOLE   4,116 0 3,784
Norfolk Southern Corp A 655844108   305,492 1,441 SH   SOLE   758 0 683
Nucor Corp A 670346105   248,697 1,610 SH   SOLE   837 0 773
NVIDIA Corp A 67066G104   5,785,394 20,828 SH   SOLE   13,444 0 7,384
Otis Worldwide Corp A 68902V107   216,317 2,563 SH   SOLE   1,348 0 1,215
PNC Financial Services Group I A 693475105   434,174 3,416 SH   SOLE   2,210 0 1,206
PPG Industries Inc A 693506107   204,244 1,529 SH   SOLE   842 0 687
PepsiCo Inc A 713448108   1,561,582 8,566 SH   SOLE   4,575 0 3,991
Phillips 66 A 718546104   303,836 2,997 SH   SOLE   1,586 0 1,411
Procter & Gamble Co/The A 742718109   2,212,953 14,883 SH   SOLE   7,913 0 6,970
Progressive Corp/The A 743315103   712,725 4,982 SH   SOLE   3,299 0 1,683
Prologis Inc A 74340W103   930,535 7,458 SH   SOLE   4,831 0 2,627
Prudential Financial Inc A 744320102   206,767 2,499 SH   SOLE   1,404 0 1,095
QUALCOMM Inc A 747525103   362,327 2,840 SH   SOLE   2,840 0 0
Regeneron Pharmaceuticals Inc A 75886F107   225,138 274 SH   SOLE   274 0 0
Republic Services Inc A 760759100   239,475 1,771 SH   SOLE   1,136 0 635
ResMed Inc A 761152107   200,376 915 SH   SOLE   497 0 418
Rockwell Automation Inc A 773903109   274,669 936 SH   SOLE   602 0 334
Roper Technologies Inc A 776696106   286,889 651 SH   SOLE   346 0 305
S&P Global Inc A 78409V104   718,156 2,083 SH   SOLE   1,086 0 997
SBA Communications Corp A 78410G104   224,520 860 SH   SOLE   552 0 308
Salesforce Inc A 79466L302   1,238,037 6,197 SH   SOLE   3,288 0 2,909
Schlumberger NV A 806857108   538,332 10,964 SH   SOLE   6,844 0 4,120
Charles Schwab Corp/The A 808513105   459,058 8,764 SH   SOLE   4,617 0 4,147
Sempra Energy A 816851109   360,214 2,383 SH   SOLE   1,474 0 909
ServiceNow Inc A 81762P102   586,477 1,262 SH   SOLE   671 0 591
Sherwin-Williams Co/The A 824348106   351,540 1,564 SH   SOLE   858 0 706
State Street Corp A 857477103   211,932 2,800 SH   SOLE   1,738 0 1,062
Stryker Corp A 863667101   214,673 752 SH   SOLE   752 0 0
TJX Cos Inc/The A 872540109   551,968 7,044 SH   SOLE   3,691 0 3,353
Target Corp A 87612E106   474,861 2,867 SH   SOLE   1,540 0 1,327
Tesla Inc A 88160R101   3,345,085 16,124 SH   SOLE   8,315 0 7,809
Texas Instruments Inc A 882508104   1,480,640 7,960 SH   SOLE   5,296 0 2,664
Thermo Fisher Scientific Inc A 883556102   1,757,929 3,050 SH   SOLE   1,872 0 1,178
3M Co A 88579Y101   362,209 3,446 SH   SOLE   1,857 0 1,589
Travelers Cos Inc/The A 89417E109   327,050 1,908 SH   SOLE   1,209 0 699
Truist Financial Corp A 89832Q109   363,506 10,660 SH   SOLE   6,809 0 3,851
US Bancorp A 902973304   385,987 10,707 SH   SOLE   6,635 0 4,072
Union Pacific Corp A 907818108   771,430 3,833 SH   SOLE   2,021 0 1,812
United Parcel Service Inc A 911312106   862,286 4,445 SH   SOLE   2,336 0 2,109
United Rentals Inc A 911363109   227,958 576 SH   SOLE   368 0 208
Valero Energy Corp A 91913Y100   456,911 3,273 SH   SOLE   2,082 0 1,191
Verizon Communications Inc A 92343V104   1,270,575 32,671 SH   SOLE   20,380 0 12,291
Vertex Pharmaceuticals Inc A 92532F100   668,579 2,122 SH   SOLE   1,388 0 734
Visa Inc A 92826C839   2,252,345 9,990 SH   SOLE   5,255 0 4,735
VMware Inc A 928563402   200,884 1,609 SH   SOLE   1,000 0 609
Warner Bros Discovery Inc A 934423104   262,438 17,380 SH   SOLE   10,747 0 6,633
Welltower Inc A 95040Q104   262,529 3,662 SH   SOLE   2,345 0 1,317
Williams Cos Inc/The A 969457100   218,545 7,319 SH   SOLE   3,801 0 3,518
Zoetis Inc A 98978V103   640,960 3,851 SH   SOLE   2,500 0 1,351