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
ACCENTURE PLC SHS CLASS A G1151C101   1,005,473 3,574 SH   SOLE   3,574 0 0
ADOBE INC COM 00724F101   10,576,988 27,687 SH   SOLE   27,687 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,715,190 104,961 SH   SOLE   104,961 0 0
AERCAP HOLDINGS NV SHS N00985106   3,038,431 56,236 SH   SOLE   56,236 0 0
AGNICO EAGLE MINES LTD COM 008474108   8,521,761 152,392 SH   SOLE   152,392 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102   1,614,052 16,378 SH   SOLE   16,378 0 0
ALLSTATE CORP/THE COM 020002101   356,128 3,100 SH   SOLE   3,100 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   3,147,050 15,671 SH   SOLE   15,671 0 0
ALPHABET INC CAP STK CL C 02079K107   5,138,142 48,958 SH   SOLE   48,958 0 0
ALPHABET INC CAP STK CL A 02079K305   2,011,988 19,259 SH   SOLE   19,259 0 0
ALPHABET INC CAP STK CL A 02079K305   10,490,146 100,413 SH   SOLE   100,413 0 0
AMAZON.COM INC COM 023135106   1,082,073 10,703 SH   SOLE   10,703 0 0
AMAZON.COM INC COM 023135106   10,204,326 100,933 SH   SOLE   100,933 0 0
AMERICAN ELECTRIC POWER CO INC COM 025537101   7,380,643 78,069 SH   SOLE   78,069 0 0
AMERICAN TOWER CORP COM 03027X100   12,143,234 59,325 SH   SOLE   59,325 0 0
AMGEN INC COM 031162100   1,078,343 4,256 SH   SOLE   4,256 0 0
ANALOG DEVICES INC COM 032654105   1,330,496 6,989 SH   SOLE   6,989 0 0
APPLE INC COM 037833100   2,942,276 17,967 SH   SOLE   17,967 0 0
APPLE INC COM 037833100   15,150,093 92,514 SH   SOLE   92,514 0 0
AT&T INC COM 00206R102   8,810,319 443,175 SH   SOLE   443,175 0 0
AUTODESK INC COM 052769106   5,009,868 25,360 SH   SOLE   25,360 0 0
BAIDU INC SPON ADR REP A 056752108   98,143 679 SH   SOLE   679 0 0
BAKER HUGHES CO CL A 05722G100   6,842,637 235,628 SH   SOLE   235,628 0 0
BANK NY MELLON CORP COM 064058100   7,776,492 173,273 SH   SOLE   173,273 0 0
BANK OF AMERICA CORP COM 060505104   1,348,141 48,775 SH   SOLE   48,775 0 0
BAXTER INTERNATIONAL INC COM 071813109   409,246 9,684 SH   SOLE   9,684 0 0
BECTON DICKINSON & CO COM 075887109   699,643 2,780 SH   SOLE   2,780 0 0
BLACKROCK INC COM 09247X101   1,137,573 1,734 SH   SOLE   1,734 0 0
BOSTON SCIENTIFIC CORP COM 101137107   5,562,068 109,619 SH   SOLE   109,619 0 0
BROADCOM INC COM 11135F101   1,397,031 2,221 SH   SOLE   2,221 0 0
CDW CORP DE COM 12514G108   3,790,227 20,164 SH   SOLE   20,164 0 0
CENTENE CORP COM 15135B101   2,914,892 44,306 SH   SOLE   44,306 0 0
CHEVRON CORP COM 166764100   1,924,571 11,329 SH   SOLE   11,329 0 0
CHUBB LTD COM H1467J104   7,138,544 36,423 SH   SOLE   36,423 0 0
CISCO SYSTEMS INC/DELAWARE COM 17275R102   1,088,738 21,010 SH   SOLE   21,010 0 0
CISCO SYSTEMS INC/DELAWARE COM 17275R102   6,802,308 131,268 SH   SOLE   131,268 0 0
CME GROUP INC COM 12572Q105   6,344,651 32,505 SH   SOLE   32,505 0 0
CNH INDUSTRIAL NV SHS N20944109   191,190 13,925 SH   SOLE   13,925 0 0
COCA COLA CO/THE COM 191216100   1,187,046 18,902 SH   SOLE   18,902 0 0
COCA COLA CO/THE COM 191216100   8,658,801 137,879 SH   SOLE   137,879 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A 192446102   3,712,635 61,204 SH   SOLE   61,204 0 0
COMCAST CORP CL A 20030N101   10,600,081 279,538 SH   SOLE   279,538 0 0
COSTCO WHOLESALE CORP COM 22160K105   1,252,270 2,519 SH   SOLE   2,519 0 0
CSX CORP COM 126408103   1,104,028 37,693 SH   SOLE   37,693 0 0
DANAHER CORP COM 235851102   7,907,327 31,923 SH   SOLE   31,923 0 0
EATON CORP PLC SHS G29183103   1,233,530 7,784 SH   SOLE   7,784 0 0
EATON CORP PLC SHS G29183103   3,322,007 20,963 SH   SOLE   20,963 0 0
ELI LILLY & CO COM 532457108   1,204,086 3,324 SH   SOLE   3,324 0 0
ESTEE LAUDER COS INC/THE CL A 518439104   9,216,858 38,495 SH   SOLE   38,495 0 0
FERRARI NV COM N3167Y103   1,651,978 6,106 SH   SOLE   6,106 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   826,748 12,167 SH   SOLE   12,167 0 0
HEWLETT PACKARD ENTERPRISE CO COM 42824C109   5,700,330 358,286 SH   SOLE   358,286 0 0
HOME DEPOT INC/THE COM 437076102   1,054,512 3,653 SH   SOLE   3,653 0 0
HOME DEPOT INC/THE COM 437076102   10,066,500 34,872 SH   SOLE   34,872 0 0
IBM-INTL BUSIN MACHINES CORP COM 459200101   7,625,271 57,706 SH   SOLE   57,706 0 0
ICICI BANK LTD ADR 45104G104   1,043,189 48,162 SH   SOLE   48,162 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,068,672 61,666 SH   SOLE   61,666 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   8,854,181 83,357 SH   SOLE   83,357 0 0
IQVIA HOLDINGS INC COM 46266C105   3,526,531 17,893 SH   SOLE   17,893 0 0
ITAU UNIBANCO HOLDING SA SPON ADR REP PFD 465562106   475,512 98,654 SH   SOLE   98,654 0 0
JD COM INC SPON ADR CL A 47215P106   1,053,689 26,017 SH   SOLE   26,017 0 0
JOHNSON & JOHNSON COM 478160104   1,107,103 6,685 SH   SOLE   6,685 0 0
JOHNSON CONTROLS INTL PLC SHS G51502105   2,826,719 50,749 SH   SOLE   50,749 0 0
JPMORGAN CHASE & CO COM 46625H100   1,431,019 11,214 SH   SOLE   11,214 0 0
LAS VEGAS SANDS CORP COM 517834107   3,319,711 58,704 SH   SOLE   58,704 0 0
MAKEMYTRIP LTD SHS V5633W109   482,710 20,611 SH   SOLE   20,611 0 0
MASTERCARD INC CL A 57636Q104   2,171,826 5,970 SH   SOLE   5,970 0 0
MCDONALD S CORP COM 580135101   1,305,189 4,628 SH   SOLE   4,628 0 0
MEDTRONIC PLC SHS G5960L103   1,036,848 12,917 SH   SOLE   12,917 0 0
MEDTRONIC PLC SHS G5960L103   3,354,804 41,794 SH   SOLE   41,794 0 0
MERCK & CO INC COM 58933Y105   12,055,729 107,727 SH   SOLE   107,727 0 0
META PLATFORMS INC CL A 30303M102   25,739,654 121,712 SH   SOLE   121,712 0 0
MICRON TECHNOLOGY INC COM 595112103   3,147,048 55,192 SH   SOLE   55,192 0 0
MICROSOFT CORP COM 594918104   3,064,048 10,776 SH   SOLE   10,776 0 0
MICROSOFT CORP COM 594918104   26,038,436 91,575 SH   SOLE   91,575 0 0
MODERNA INC COM 60770K107   218,928 1,416 SH   SOLE   1,416 0 0
NATIONAL INSTRUMENTS CORP COM 636518102   4,770,764 90,889 SH   SOLE   90,889 0 0
NETEASE INC SPONSORED ADS 64110W102   1,187,376 13,397 SH   SOLE   13,397 0 0
NETFLIX INC COM 64110L106   9,740,200 28,451 SH   SOLE   28,451 0 0
NEW ORIENTAL EDUCATION & TECHN SPON ADR 647581206   853,325 22,533 SH   SOLE   22,533 0 0
NEXTERA ENERGY INC COM 65339F101   1,091,920 13,940 SH   SOLE   13,940 0 0
NEXTERA ENERGY INC COM 65339F101   6,242,744 79,698 SH   SOLE   79,698 0 0
NIKE INC CL B 654106103   1,072,262 8,869 SH   SOLE   8,869 0 0
ORGANON & CO COMMON STOCK 68622V106   3,262,344 138,001 SH   SOLE   138,001 0 0
PEPSICO INC COM 713448108   1,201,006 6,540 SH   SOLE   6,540 0 0
PFIZER INC COM 717081103   906,829 21,825 SH   SOLE   21,825 0 0
PFIZER INC COM 717081103   9,317,463 224,247 SH   SOLE   224,247 0 0
PROCTER & GAMBLE CO/THE COM 742718109   1,086,501 7,183 SH   SOLE   7,183 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   884,151 10,673 SH   SOLE   10,673 0 0
PURE STORAGE INC CL A 74624M102   3,161,025 124,843 SH   SOLE   124,843 0 0
QUALCOMM INC COM 747525103   1,066,634 8,669 SH   SOLE   8,669 0 0
ROCKWELL AUTOMATION INC COM 773903109   3,056,226 11,188 SH   SOLE   11,188 0 0
ROSS STORES INC COM 778296103   3,152,494 29,612 SH   SOLE   29,612 0 0
SALESFORCE INC COM 79466L302   7,072,761 36,213 SH   SOLE   36,213 0 0
SCHLUMBERGER NV COM STK 806857108   4,732,845 93,350 SH   SOLE   93,350 0 0
SPIRIT AEROSYSTEMS HOLDINGS IN COM CL A 848574109   3,490,596 100,826 SH   SOLE   100,826 0 0
STARBUCKS CORP COM 855244109   1,133,130 10,802 SH   SOLE   10,802 0 0
STELLANTIS NV SHS N82405106   241,198 13,720 SH   SOLE   13,720 0 0
STRYKER CORP COM 863667101   1,327,530 4,609 SH   SOLE   4,609 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   66,658 10,448 SH   SOLE   10,448 0 0
TARGET CORP COM 87612E106   1,060,676 6,419 SH   SOLE   6,419 0 0
TARGET CORP COM 87612E106   4,996,527 30,238 SH   SOLE   30,238 0 0
TEXAS INSTRUMENTS INC COM 882508104   964,145 5,441 SH   SOLE   5,441 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   282,972 488 SH   SOLE   488 0 0
TJX COS INC COM 872540109   1,130,253 14,483 SH   SOLE   14,483 0 0
TJX COS INC COM 872540109   3,305,774 42,360 SH   SOLE   42,360 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,276,899 34,755 SH   SOLE   34,755 0 0
TRUIST FINANCIAL CORP COM 89832Q109   972,415 30,369 SH   SOLE   30,369 0 0
UBS GROUP AG SHS H42097107   222,391 10,697 SH   SOLE   10,697 0 0
ULTA BEAUTY INC COM 90384S303   3,682,223 6,894 SH   SOLE   6,894 0 0
UNION PACIFIC CORP COM 907818108   1,123,505 5,785 SH   SOLE   5,785 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,119,415 4,162 SH   SOLE   4,162 0 0
VALERO ENERGY CORP COM 91913Y100   1,372,514 10,160 SH   SOLE   10,160 0 0
VISA INC COM CL A 92826C839   11,718,583 51,359 SH   SOLE   51,359 0 0
WALT DISNEY CO/THE COM 254687106   881,806 8,826 SH   SOLE   8,826 0 0
WALT DISNEY CO/THE COM 254687106   7,580,971 75,878 SH   SOLE   75,878 0 0
YANDEX NV SHS CLASS A N97284108   161,412 10,833 SH   SOLE   10,833 0 0
YUM CHINA HOLDINGS INC COM 98850P109   1,593,774 25,480 SH   SOLE   25,480 0 0