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
A O SMITH COM 831865209   408,900 5,000 SH   SOLE   5,000 0 0
Adobe Inc COM 00724F101   57,132,289 102,841 SH   SOLE   102,841 0 0
Advanced Micro Devices Inc COM 007903107   65,758,312 405,390 SH   SOLE   405,390 0 0
AECOM COM 00766T100   546,468 6,200 SH   SOLE   6,200 0 0
AGILENT TECH COM 00846U101   1,594,449 12,300 SH   SOLE   12,300 0 0
AGREE REALTY COM 008492100   1,670,150 26,964 SH   SOLE   26,964 0 0
AIR PRODS & CHEM COM 009158106   2,503,085 9,700 SH   SOLE   9,700 0 0
AIRBNB COM 009066101   33,966,940 224,012 SH   SOLE   224,012 0 0
AKAMAI TECH COM 00971T101   531,472 5,900 SH   SOLE   5,900 0 0
ALBERTSONS COMPANIES COM 013091103   314,025 15,900 SH   SOLE   15,900 0 0
ALEX REAL ESTATE EQ COM 015271109   830,487 7,100 SH   SOLE   7,100 0 0
ALIGN TECHNOLOGY COM 016255101   845,005 3,500 SH   SOLE   3,500 0 0
ALLY FINANCIAL COM 02005N100   483,974 12,200 SH   SOLE   12,200 0 0
ALPHABET INC A CL A 02079K305   251,144,777 1,378,780 SH   SOLE   1,378,780 0 0
ALPHABET INC C CL C 02079K107   30,381,689 165,640 SH   SOLE   165,640 0 0
Amazon Com Inc COM 023135106   205,429,775 1,063,026 SH   SOLE   1,063,026 0 0
Amdocs Ltd SHS G02602103   22,097,600 280,000 SH   SOLE   280,000 0 0
AMERICAN EXPRESS COM 025816109   5,696,130 24,600 SH   SOLE   24,600 0 0
AMERICAN HOMES 4 REN COM 02665T306   516,524 13,900 SH   SOLE   13,900 0 0
AMERICAN INTL GR COM 026874784   2,182,656 29,400 SH   SOLE   29,400 0 0
AMERICAN TOWER COM 03027X100   3,897,319 20,050 SH   SOLE   20,050 0 0
AMERICAN WATER W COM 030420103   1,059,112 8,200 SH   SOLE   8,200 0 0
AMERIPRISE COM 03076C106   1,922,355 4,500 SH   SOLE   4,500 0 0
AMERIS BANCORP COM 03076K108   1,805,148 35,852 SH   SOLE   35,852 0 0
AMETEK COM 031100100   1,600,416 9,600 SH   SOLE   9,600 0 0
AMGEN COM 031162100   7,170,728 22,950 SH   SOLE   22,950 0 0
ANNALY CAPITAL MANAG COM 035710839   456,964 23,975 SH   SOLE   23,975 0 0
ANSYS COM 03662Q105   1,157,400 3,600 SH   SOLE   3,600 0 0
APOLLO GLOB MANAGEM COM 03769M106   2,054,418 17,400 SH   SOLE   17,400 0 0
Apple Inc COM 037833100   243,691,131 1,157,018 SH   SOLE   1,157,018 0 0
APPLIED MATERIALS COM 038222105   8,408,796 35,632 SH   SOLE   35,632 0 0
ARCHER DANIELS M COM 039483102   1,426,620 23,600 SH   SOLE   23,600 0 0
ARRAY TECHNOLOGIES COM 04271T100   1,002,423 97,702 SH   SOLE   97,702 0 0
ARROWHEAD PHARMA COM 04280A100   18,562,214 714,206 SH   SOLE   714,206 0 0
ARTHUR J GALLAGHER COM 363576109   2,385,652 9,200 SH   SOLE   9,200 0 0
ARVINAS COM 04335A105   660,975 24,830 SH   SOLE   24,830 0 0
ASPEN TECHNOLOGY COM 29109X106   258,219 1,300 SH   SOLE   1,300 0 0
ASSURANT COM 04621X108   349,125 2,100 SH   SOLE   2,100 0 0
AT&T COM 00206R102   38,513,682 2,015,368 SH   SOLE   2,015,368 0 0
ATKORE COM 047649108   26,698,464 197,869 SH   SOLE   197,869 0 0
ATLASSIAN COM 049468101   1,220,472 6,900 SH   SOLE   6,900 0 0
Autodesk Inc COM 052769106   14,041,550 56,745 SH   SOLE   56,745 0 0
AUTOMATIC DATA P COM 053015103   4,241,283 17,769 SH   SOLE   17,769 0 0
AUTOZONE COM 053332102   2,223,075 750 SH   SOLE   750 0 0
AVALONBAY COMM COM 053484101   1,282,718 6,200 SH   SOLE   6,200 0 0
AVANTOR COM 05352A100   663,560 31,300 SH   SOLE   31,300 0 0
AVERY DENNISON COM 053611109   809,005 3,700 SH   SOLE   3,700 0 0
AXON ENTERPRISE COM 05464C101   882,720 3,000 SH   SOLE   3,000 0 0
BALL COM 058498106   750,250 12,500 SH   SOLE   12,500 0 0
BANCOLOMBIA-ADR COM 05968L102   483,220 14,800 SH   SOLE   14,800 0 0
BANK OF AMERICA COM 060505104   12,225,298 307,400 SH   SOLE   307,400 0 0
BATH & BODY WORKS COM 070830104   410,025 10,500 SH   SOLE   10,500 0 0
BAXTER INTL COM 071813109   758,245 22,668 SH   SOLE   22,668 0 0
BECTON DICKINSON COM 075887109   37,602,303 160,893 SH   SOLE   160,893 0 0
BEST BUY COM 086516101   741,078 8,792 SH   SOLE   8,792 0 0
BIO RAD LABORATORIES COM 090572207   245,799 900 SH   SOLE   900 0 0
BIO TECHNE COM 09073M104   508,715 7,100 SH   SOLE   7,100 0 0
BIOGEN COM 09062X103   1,413,870 6,099 SH   SOLE   6,099 0 0
BLACKROCK COM 09247X101   41,454,760 52,653 SH   SOLE   52,653 0 0
BNY MELLON COM 064058100   1,937,621 32,353 SH   SOLE   32,353 0 0
BOOKING HOLDINGS COM 09857L108   5,807,559 1,466 SH   SOLE   1,466 0 0
BOSTON PROPERTIES COM 101121101   307,800 5,000 SH   SOLE   5,000 0 0
BOSTON SCIENT COM 101137107   53,509,936 694,844 SH   SOLE   694,844 0 0
BRISTOL MYERS COM 110122108   1,461,856 35,200 SH   SOLE   35,200 0 0
BROADCOM COM 11135F101   30,489,015 18,990 SH   SOLE   18,990 0 0
BROADRIDGE FINANCIAL COM 11133T103   1,004,700 5,100 SH   SOLE   5,100 0 0
BROWN & BROWN COM 115236101   885,159 9,900 SH   SOLE   9,900 0 0
BUILDERS FIRSTSOURCE COM 12008R107   761,255 5,500 SH   SOLE   5,500 0 0
BURLINGTON STORES COM 122017106   696,000 2,900 SH   SOLE   2,900 0 0
C.H. ROBINSON WORLDW COM 12541W209   370,104 4,200 SH   SOLE   4,200 0 0
CADENCE DESIGN COM 127387108   3,677,613 11,950 SH   SOLE   11,950 0 0
CAMDEN PROPERTY TRUS COM 133131102   600,105 5,500 SH   SOLE   5,500 0 0
CAMPBELL SOUP COM 134429109   379,596 8,400 SH   SOLE   8,400 0 0
CAPITAL ONE FIN COM 14040H105   927,615 6,700 SH   SOLE   6,700 0 0
CARDINAL HEALTH COM 14149Y108   1,081,520 11,000 SH   SOLE   11,000 0 0
CARLISLE COMPANIES COM 142339100   486,252 1,200 SH   SOLE   1,200 0 0
CARMAX COM 143130102   432,706 5,900 SH   SOLE   5,900 0 0
CARRIER GLOBAL COM 14448C104   2,169,952 34,400 SH   SOLE   34,400 0 0
CBOE GLOBAL MARKETS COM 12503M108   745,713 4,385 SH   SOLE   4,385 0 0
CBRE GROUP A COM 12504L109   1,185,163 13,300 SH   SOLE   13,300 0 0
CELANESE COM 150870103   607,005 4,500 SH   SOLE   4,500 0 0
CENCORA COM 03073E105   1,689,750 7,500 SH   SOLE   7,500 0 0
CENTENE COM 15135B101   1,497,982 22,594 SH   SOLE   22,594 0 0
CHARTER COMM COM 16119P108   1,136,048 3,800 SH   SOLE   3,800 0 0
CHIPOTLE MEXICAN GRI COM 169656105   3,759,000 60,000 SH   SOLE   60,000 0 0
CHURCH & DWIGHT COM 171340102   1,119,744 10,800 SH   SOLE   10,800 0 0
CIENA COM 171779309   3,005,517 62,381 SH   SOLE   62,381 0 0
CIGNA COM 125523100   4,024,690 12,175 SH   SOLE   12,175 0 0
CINTAS COM 172908105   2,731,014 3,900 SH   SOLE   3,900 0 0
CIRRUS LOGIC COM 172755100   2,375,370 18,607 SH   SOLE   18,607 0 0
CITIGROUP USD COM 172967424   5,222,758 82,300 SH   SOLE   82,300 0 0
CITIZENS FINANCIAL COM 174610105   778,248 21,600 SH   SOLE   21,600 0 0
CLOROX COM 189054109   771,056 5,650 SH   SOLE   5,650 0 0
COCA COLA COM 191216100   11,202,400 176,000 SH   SOLE   176,000 0 0
Cognizant Technology Solutio CL A 192446102   20,070,676 295,157 SH   SOLE   295,157 0 0
COLGATE PALMOLIVE COM 194162103   1,271,224 13,100 SH   SOLE   13,100 0 0
COMCAST A COM 20030N101   6,661,116 170,100 SH   SOLE   170,100 0 0
COMPANIA DE MINA ADR COM 204448104   305,100 18,000 SH   SOLE   18,000 0 0
COMPASS DIVERSIFIED COM 20451Q104   1,645,471 75,170 SH   SOLE   75,170 0 0
CONAGRA BRANDS COM 205887102   559,874 19,700 SH   SOLE   19,700 0 0
CONFLUENT COM 20717M103   283,488 9,600 SH   SOLE   9,600 0 0
CONSTELLATION ENERGY COM 21037T109   45,025,703 224,825 SH   SOLE   224,825 0 0
COOPER COM 216648501   724,590 8,300 SH   SOLE   8,300 0 0
Copart Inc COM 217204106   2,526,131 46,642 SH   SOLE   46,642 0 0
CORE & MAIN COM 21874C102   3,047,396 62,268 SH   SOLE   62,268 0 0
CROWN CASTLE COM 22822V101   1,719,520 17,600 SH   SOLE   17,600 0 0
CROWN HOLDINGS COM 228368106   437,339 5,879 SH   SOLE   5,879 0 0
Csx Corp COM 126408103   1,570,043 46,937 SH   SOLE   46,937 0 0
CVS HEALTH COM 126650100   3,254,206 55,100 SH   SOLE   55,100 0 0
Cyberark Software Ltd SHS M2682V108   2,993,949 10,950 SH   SOLE   10,950 0 0
DANAHER COM 235851102   7,595,440 30,400 SH   SOLE   30,400 0 0
DATADOG COM 23804L103   5,602,219 43,197 SH   SOLE   43,197 0 0
DAVITA COM 23918K108   374,139 2,700 SH   SOLE   2,700 0 0
DAYFORCE COM 15677J108   292,640 5,900 SH   SOLE   5,900 0 0
DECKERS OUTDOOR COM 243537107   28,138,307 29,070 SH   SOLE   29,070 0 0
DEERE COM 244199105   9,338,508 24,994 SH   SOLE   24,994 0 0
DEXCOM COM 252131107   1,780,066 15,700 SH   SOLE   15,700 0 0
DICKS SPORTING GOODS COM 253393102   515,640 2,400 SH   SOLE   2,400 0 0
DIGITAL REALTY TRUST COM 253868103   1,961,445 12,900 SH   SOLE   12,900 0 0
DISCOVER FINANCIAL COM 254709108   1,386,586 10,600 SH   SOLE   10,600 0 0
DOLLAR GENERAL COM 256677105   1,203,293 9,100 SH   SOLE   9,100 0 0
DOLLAR TREE COM 256746108   918,222 8,600 SH   SOLE   8,600 0 0
DOVER CORP COM 260003108   1,046,610 5,800 SH   SOLE   5,800 0 0
DOW COM 260557103   1,644,550 31,000 SH   SOLE   31,000 0 0
DR REDDY'S LAB COM 256135203   868,566 11,400 SH   SOLE   11,400 0 0
DUPONT DE NEMOURS COM 26614N102   1,488,663 18,495 SH   SOLE   18,495 0 0
DYNATRACE COM 268150109   559,250 12,500 SH   SOLE   12,500 0 0
EASTMAN CHEMICAL COM 277432100   195,940 2,000 SH   SOLE   2,000 0 0
EBAY COM 278642103   1,171,096 21,800 SH   SOLE   21,800 0 0
ECOLAB COM 278865100   2,618,000 11,000 SH   SOLE   11,000 0 0
EDISON INTL COM 281020107   1,256,675 17,500 SH   SOLE   17,500 0 0
EDWARDS LIFESCIENSES COM 28176E108   2,471,359 26,755 SH   SOLE   26,755 0 0
Electronic Arts Inc COM 285512109   25,901,447 185,900 SH   SOLE   185,900 0 0
ELEVANCE HEALTH COM 036752103   5,407,763 9,980 SH   SOLE   9,980 0 0
ELI LILLY COM 532457108   59,827,510 66,080 SH   SOLE   66,080 0 0
EMCOR GROUP COM 29084Q100   766,668 2,100 SH   SOLE   2,100 0 0
ENPHASE ENERGY COM 29355A107   578,318 5,800 SH   SOLE   5,800 0 0
ENTEGRIS COM 29362U104   880,100 6,500 SH   SOLE   6,500 0 0
EQUIFAX COM 294429105   1,309,284 5,400 SH   SOLE   5,400 0 0
EQUINIX COM 29444U700   27,477,442 36,317 SH   SOLE   36,317 0 0
EQUITABLE HOLDINGS COM 29452E101   600,642 14,700 SH   SOLE   14,700 0 0
ETSY COM 29786A106   247,716 4,200 SH   SOLE   4,200 0 0
EXELON COM 30161N101   1,392,153 40,224 SH   SOLE   40,224 0 0
EXPEDITORS COM 302130109   817,375 6,550 SH   SOLE   6,550 0 0
EXTRA SPACE STORAGE COM 30225T102   1,320,985 8,500 SH   SOLE   8,500 0 0
FACTSET RESEARCH SYS COM 303075105   593,625 1,454 SH   SOLE   1,454 0 0
FAIR ISAAC COM 303250104   1,488,660 1,000 SH   SOLE   1,000 0 0
FASTENAL COM 311900104   1,514,444 24,100 SH   SOLE   24,100 0 0
FEDEX COM 31428X106   3,118,336 10,400 SH   SOLE   10,400 0 0
FIDELITY NAT INF COM 31620M106   1,884,000 25,000 SH   SOLE   25,000 0 0
FIFTH THIRD BAN COM 316773100   1,007,124 27,600 SH   SOLE   27,600 0 0
FIRST CITIZENS BANCS COM 31946M103   32,752,949 19,454 SH   SOLE   19,454 0 0
First Solar Inc COM 336433107   15,759,654 69,900 SH   SOLE   69,900 0 0
FISERV COM 337738108   3,815,424 25,600 SH   SOLE   25,600 0 0
Fortinet Inc COM 34959E109   45,341,121 752,300 SH   SOLE   752,300 0 0
FORTUNE BRANDS INNOV COM 34964C106   435,098 6,700 SH   SOLE   6,700 0 0
FOX CORP A CL A COM 35137L105   371,196 10,800 SH   SOLE   10,800 0 0
FOX CORP B CL B COM 35137L204   153,696 4,800 SH   SOLE   4,800 0 0
FRANKLIN RES COM 354613101   324,075 14,500 SH   SOLE   14,500 0 0
FRESHPET COM 358039105   1,380,591 10,670 SH   SOLE   10,670 0 0
GARTNER COM 366651107   1,481,898 3,300 SH   SOLE   3,300 0 0
GE HEALTHCARE TECH COM 36266G107   1,425,936 18,300 SH   SOLE   18,300 0 0
GE VERNOVA COM 36828A101   2,023,818 11,800 SH   SOLE   11,800 0 0
GEN DIGITAL COM 668771108   577,038 23,100 SH   SOLE   23,100 0 0
GENERAL MILLS COM 370334104   1,543,544 24,400 SH   SOLE   24,400 0 0
GENUINE PARTS COM 372460105   760,760 5,500 SH   SOLE   5,500 0 0
GILEAD SCIENCES COM 375558103   3,636,330 53,000 SH   SOLE   53,000 0 0
GLOBAL PAYMENTS COM 37940X102   3,942,846 40,774 SH   SOLE   40,774 0 0
GODADDY A COM 380237107   712,521 5,100 SH   SOLE   5,100 0 0
GOLDMAN SACHS COM 38141G104   6,341,526 14,020 SH   SOLE   14,020 0 0
GRACO COM 384109104   523,248 6,600 SH   SOLE   6,600 0 0
GRAPHIC PACKAGING COM 388689101   1,711,696 65,307 SH   SOLE   65,307 0 0
H WORLD GROUP COM 44332N106   669,732 20,100 SH   SOLE   20,100 0 0
HARTFORD FIN SERV COM 416515104   1,317,074 13,100 SH   SOLE   13,100 0 0
HCA HEALTHCARE COM 40412C101   2,779,072 8,650 SH   SOLE   8,650 0 0
HDFC BANK COM 40415F101   5,403,720 84,000 SH   SOLE   84,000 0 0
HEALTHPEAK PROP COM 42250P103   537,922 27,445 SH   SOLE   27,445 0 0
HENRY SCHEIN COM 806407102   294,860 4,600 SH   SOLE   4,600 0 0
HERSHEY COM 427866108   477,958 2,600 SH   SOLE   2,600 0 0
HILTON COM 43300A203   2,363,761 10,833 SH   SOLE   10,833 0 0
HOLOGIC COM 436440101   735,075 9,900 SH   SOLE   9,900 0 0
HOME DEPOT COM 437076102   14,602,661 42,420 SH   SOLE   42,420 0 0
HORMEL FOODS COM 440452100   332,341 10,900 SH   SOLE   10,900 0 0
HP COM 40434L105   595,340 17,000 SH   SOLE   17,000 0 0
HP ENTERPRISE CO COM 42824C109   1,245,897 58,852 SH   SOLE   58,852 0 0
HUBBELL COM 443510607   822,330 2,250 SH   SOLE   2,250 0 0
HUBSPOT COM 443573100   1,179,580 2,000 SH   SOLE   2,000 0 0
HUMANA COM 444859102   1,893,658 5,068 SH   SOLE   5,068 0 0
HUNTINGTON BANC COM 446150104   829,022 62,900 SH   SOLE   62,900 0 0
ICICI BANK LTD ADR COM 45104G104   43,170,805 1,498,466 SH   SOLE   1,498,466 0 0
IDEX COM 45167R104   704,200 3,500 SH   SOLE   3,500 0 0
IDEXX LAB COM 45168D104   1,758,792 3,610 SH   SOLE   3,610 0 0
ILLINOIS TOOL COM 452308109   3,001,098 12,665 SH   SOLE   12,665 0 0
ILLUMINA COM 452327109   674,817 6,465 SH   SOLE   6,465 0 0
INCYTE COM 45337C102   212,170 3,500 SH   SOLE   3,500 0 0
INFOSYS LTD-SP ADR COM 456788108   5,548,760 298,000 SH   SOLE   298,000 0 0
INGERSOLL RAND COM 45687V106   1,544,280 17,000 SH   SOLE   17,000 0 0
INSTALLED BUILDING P COM 45780R101   2,457,670 11,949 SH   SOLE   11,949 0 0
INSULET COM 45784P101   686,120 3,400 SH   SOLE   3,400 0 0
INTEL COM 458140100   5,763,517 186,100 SH   SOLE   186,100 0 0
INTERCONT EXCHANGE COM 45866F104   38,081,840 278,193 SH   SOLE   278,193 0 0
International Business Machs COM 459200101   80,182,387 463,616 SH   SOLE   463,616 0 0
INTERNATIONAL PAPER COM 460146103   591,155 13,700 SH   SOLE   13,700 0 0
INTERPUBLIC GROUP COM 460690100   456,713 15,700 SH   SOLE   15,700 0 0
INTL FLAVORS & FRAGR COM 459506101   1,050,547 11,034 SH   SOLE   11,034 0 0
Intuit COM 461202103   47,328,321 72,014 SH   SOLE   72,014 0 0
INTUITIVE SURGICAL COM 46120E602   13,433,580 30,198 SH   SOLE   30,198 0 0
IQVIA HOLDINGS COM 46266C105   1,628,299 7,701 SH   SOLE   7,701 0 0
IRON MOUNTAIN REIT COM 46284V101   1,187,734 13,253 SH   SOLE   13,253 0 0
JACK HENRY & ASSOC COM 426281101   617,594 3,720 SH   SOLE   3,720 0 0
JB HUNT TRANSPORT COM 445658107   689,600 4,310 SH   SOLE   4,310 0 0
JOHNSON & JOHNSON COM 478160104   15,215,256 104,100 SH   SOLE   104,100 0 0
JONES LANG LASALLE COM 48020Q107   1,486,432 7,241 SH   SOLE   7,241 0 0
JP MORGAN CHASE COM 46625H100   81,465,069 402,774 SH   SOLE   402,774 0 0
JUNIPER NETWORKS COM 48203R104   521,378 14,300 SH   SOLE   14,300 0 0
KANZHUN COM 48553T106   395,010 21,000 SH   SOLE   21,000 0 0
KE HOLDINGS COM 482497104   816,455 57,700 SH   SOLE   57,700 0 0
KELLANOVA COM 487836108   726,768 12,600 SH   SOLE   12,600 0 0
KEURIG DR PEPPER COM 49271V100   36,176,108 1,083,117 SH   SOLE   1,083,117 0 0
KEYCORP COM 493267108   231,623 16,300 SH   SOLE   16,300 0 0
KEYSIGHT TECH COM 49338L103   1,107,675 8,100 SH   SOLE   8,100 0 0
KIMBERLY CLARKE COM 494368103   2,001,412 14,482 SH   SOLE   14,482 0 0
KIMCO REALTY COM 49446R109   552,664 28,400 SH   SOLE   28,400 0 0
Kla Corp COM NEW 482480100   58,933,501 71,477 SH   SOLE   71,477 0 0
KNIGHT SWIFT TRANSP COM 499049104   354,432 7,100 SH   SOLE   7,100 0 0
KORN FERRY COM 500643200   2,311,697 34,431 SH   SOLE   34,431 0 0
KRAFT HEINZ COM 500754106   29,802,984 924,984 SH   SOLE   924,984 0 0
LABORATORY CORP OF A COM 504922105   732,636 3,600 SH   SOLE   3,600 0 0
LAM RESEARCH COM 512807108   5,984,457 5,620 SH   SOLE   5,620 0 0
LAMB WESTON HOLDINGS COM 513272104   26,650,838 316,970 SH   SOLE   316,970 0 0
LANTHEUS HOLDINGS COM 516544103   2,398,503 29,873 SH   SOLE   29,873 0 0
LATTICE SEMICONDUCT COM 518415104   289,950 5,000 SH   SOLE   5,000 0 0
LENNOX INTL COM 526107107   695,474 1,300 SH   SOLE   1,300 0 0
LIBERTY MEDIA CORP COM 531229755   237,072 3,300 SH   SOLE   3,300 0 0
LIVE OAK BANCSHARES COM 53803X105   1,610,166 45,926 SH   SOLE   45,926 0 0
LKQ COM 501889208   427,712 10,284 SH   SOLE   10,284 0 0
LOWE'S COMPANIES COM 548661107   37,100,332 168,286 SH   SOLE   168,286 0 0
LPL FINANCIAL HLDS COM 50212V100   921,690 3,300 SH   SOLE   3,300 0 0
LULULEMON ATHLETICA COM 550021109   1,359,085 4,550 SH   SOLE   4,550 0 0
MANHATTAN ASSOCIATES COM 562750109   567,364 2,300 SH   SOLE   2,300 0 0
MARAVAI LIFESCIENCES COM 56600D107   1,294,177 180,751 SH   SOLE   180,751 0 0
MARKETAXESS HOLDINGS COM 57060D108   320,848 1,600 SH   SOLE   1,600 0 0
MARSH & MCLENNAN COM 571748102   4,482,857 21,274 SH   SOLE   21,274 0 0
MARTIN MARIETTA MATE COM 573284106   1,462,860 2,700 SH   SOLE   2,700 0 0
MARVELL TECH. COM 573874104   2,614,260 37,400 SH   SOLE   37,400 0 0
MASCO COM 574599106   653,366 9,800 SH   SOLE   9,800 0 0
Mastercard Incorporated CL A 57636Q104   59,013,091 133,768 SH   SOLE   133,768 0 0
MCCORMICK COM 579780206   659,742 9,300 SH   SOLE   9,300 0 0
MCDONALDS COM 580135101   7,892,395 30,970 SH   SOLE   30,970 0 0
MCKESSON COM 58155Q103   3,299,826 5,650 SH   SOLE   5,650 0 0
MERCADOLIBRE COM 58733R102   3,286,800 2,000 SH   SOLE   2,000 0 0
MERCK USD COM 58933Y105   46,054,095 372,004 SH   SOLE   372,004 0 0
META PLATFORMS COM 30303M102   56,528,608 112,111 SH   SOLE   112,111 0 0
METLIFE COM 59156R108   1,835,188 26,146 SH   SOLE   26,146 0 0
METTLER-TOLEDO COM 592688105   1,257,831 900 SH   SOLE   900 0 0
Microchip Technology Inc. COM 595017104   42,126,600 460,400 SH   SOLE   460,400 0 0
MICRON TECH COM 595112103   6,221,369 47,300 SH   SOLE   47,300 0 0
Microsoft Corp COM 594918104   381,827,597 854,296 SH   SOLE   854,296 0 0
MID-AM APRTMNT COMM COM 59522J103   741,572 5,200 SH   SOLE   5,200 0 0
MOLINA HEALTHCARE COM 60855R100   743,250 2,500 SH   SOLE   2,500 0 0
MONGODB COM 60937P106   749,880 3,000 SH   SOLE   3,000 0 0
MONOLITHIC POWER SYS COM 609839105   1,643,360 2,000 SH   SOLE   2,000 0 0
MOODYS COM 615369105   2,925,464 6,950 SH   SOLE   6,950 0 0
MORGAN STANLEY COM 617446448   5,036,969 51,826 SH   SOLE   51,826 0 0
MOSAIC COM 61945C103   442,170 15,300 SH   SOLE   15,300 0 0
Msci Inc COM 55354G100   2,219,904 4,608 SH   SOLE   4,608 0 0
NASDAQ OMX GROUP COM 631103108   1,140,240 18,922 SH   SOLE   18,922 0 0
NATERA COM 632307104   4,381,738 40,463 SH   SOLE   40,463 0 0
NETAPP COM 64110D104   721,280 5,600 SH   SOLE   5,600 0 0
NETFLIX COM 64110L106   5,061,600 7,500 SH   SOLE   7,500 0 0
NEWMONT COM 651639106   1,998,958 47,742 SH   SOLE   47,742 0 0
NEWS CORP USD COM 65249B109   430,092 15,600 SH   SOLE   15,600 0 0
NIO COM 62914V106   564,928 135,800 SH   SOLE   135,800 0 0
NORDSON COM 655663102   510,268 2,200 SH   SOLE   2,200 0 0
Norfolk Southn Corp COM 655844108   1,279,982 5,962 SH   SOLE   5,962 0 0
NORTHERN TRUST COM 665859104   713,830 8,500 SH   SOLE   8,500 0 0
Nvidia Corporation COM 67066G104   275,214,258 2,227,734 SH   SOLE   2,227,734 0 0
NVR COM 62944T105   1,062,398 140 SH   SOLE   140 0 0
OLD DOMINION FREIGHT COM 679580100   1,492,270 8,450 SH   SOLE   8,450 0 0
OMNICOM GROUP COM 681919106   807,300 9,000 SH   SOLE   9,000 0 0
ON SEMICONDUCTOR COM 682189105   1,268,175 18,500 SH   SOLE   18,500 0 0
ORACLE COM 68389X105   4,038,320 28,600 SH   SOLE   28,600 0 0
OTIS WORLDWIDE COM 68902V107   1,727,867 17,950 SH   SOLE   17,950 0 0
OWENS CORNING COM 690742101   555,904 3,200 SH   SOLE   3,200 0 0
PACCAR COM 693718108   926,460 9,000 SH   SOLE   9,000 0 0
PACKAGING CORP OF AM COM 695156109   273,840 1,500 SH   SOLE   1,500 0 0
Palo Alto Networks Inc COM 697435105   62,499,884 184,360 SH   SOLE   184,360 0 0
PARAMOUNT GLOBAL COM 92556H206   257,973 24,829 SH   SOLE   24,829 0 0
PAYCHEX COM 704326107   1,659,840 14,000 SH   SOLE   14,000 0 0
PAYCOM SOFTWARE COM 70432V102   271,776 1,900 SH   SOLE   1,900 0 0
PAYLOCITY HOLDING COM 70438V106   237,330 1,800 SH   SOLE   1,800 0 0
PAYPAL COM 70450Y103   2,530,108 43,600 SH   SOLE   43,600 0 0
PDD HOLDINGS COM 722304102   6,700,680 50,400 SH   SOLE   50,400 0 0
PENUMBRA COM 70975L107   2,755,701 15,312 SH   SOLE   15,312 0 0
PEPSICO COM 713448108   9,823,231 59,560 SH   SOLE   59,560 0 0
PFIZER COM 717081103   6,799,140 243,000 SH   SOLE   243,000 0 0
PLANET FITNESS COM 72703H101   2,171,862 29,513 SH   SOLE   29,513 0 0
PNC FINANCIAL SERV COM 693475105   2,674,411 17,201 SH   SOLE   17,201 0 0
POOL COM 73278L105   522,461 1,700 SH   SOLE   1,700 0 0
PRICESMART COM 741511109   1,691,477 20,831 SH   SOLE   20,831 0 0
PRINCIPAL FIN GROUP COM 74251V102   808,035 10,300 SH   SOLE   10,300 0 0
PROCTER COM 742718109   16,814,584 101,956 SH   SOLE   101,956 0 0
PROGRESSIVE COM 743315103   45,763,290 220,323 SH   SOLE   220,323 0 0
PROLOGIS COM 74340W103   34,250,170 304,961 SH   SOLE   304,961 0 0
PRUDENTIAL FINL COM 744320102   1,924,611 16,423 SH   SOLE   16,423 0 0
PTC COM 69370C100   908,350 5,000 SH   SOLE   5,000 0 0
PUBLIC STORAGE COM 74460D109   2,027,933 7,050 SH   SOLE   7,050 0 0
PULTEGROUP COM 745867101   1,101,000 10,000 SH   SOLE   10,000 0 0
QORVO COM 74736K101   417,744 3,600 SH   SOLE   3,600 0 0
QUALCOMM COM 747525103   15,341,840 77,025 SH   SOLE   77,025 0 0
Qualys Inc COM 74758T303   2,282,741 16,008 SH   SOLE   16,008 0 0
QUANTA SERVICES COM 74762E102   1,575,358 6,200 SH   SOLE   6,200 0 0
QUEST DIAGNOSTICS COM 74834L100   698,088 5,100 SH   SOLE   5,100 0 0
RADNET COM 750491102   2,684,277 45,558 SH   SOLE   45,558 0 0
RAYMOND JAMES FINANC COM 754730109   432,635 3,500 SH   SOLE   3,500 0 0
REGENCY CENTERS COM 758849103   440,252 7,078 SH   SOLE   7,078 0 0
REGENERON PHARMA COM 75886F107   4,950,351 4,710 SH   SOLE   4,710 0 0
REGIONS FIN COM 7591EP100   779,556 38,900 SH   SOLE   38,900 0 0
RELIANCE STEEL & ALU COM 759509102   656,880 2,300 SH   SOLE   2,300 0 0
REPLIGEN COM 759916109   289,938 2,300 SH   SOLE   2,300 0 0
REPUBLIC SERV COM 760759100   1,846,230 9,500 SH   SOLE   9,500 0 0
RESMED COM 761152107   1,186,804 6,200 SH   SOLE   6,200 0 0
REVVITY COM 714046109   576,730 5,500 SH   SOLE   5,500 0 0
RIVIAN AUTOMOTIVE COM 76954A103   441,518 32,900 SH   SOLE   32,900 0 0
ROBINHOOD MARKETS COM 770700102   249,810 11,000 SH   SOLE   11,000 0 0
ROCKWELL AUTOM COM 773903109   1,321,344 4,800 SH   SOLE   4,800 0 0
ROLLINS COM 775711104   32,231,699 660,621 SH   SOLE   660,621 0 0
S&P GLOBAL COM 78409V104   6,128,040 13,740 SH   SOLE   13,740 0 0
Salesforce Inc COM 79466L302   56,016,948 217,880 SH   SOLE   217,880 0 0
SBA COMMUNICATIONS COM 78410G104   883,350 4,500 SH   SOLE   4,500 0 0
SCHNITZER STEEL IND COM 806882106   1,068,137 69,950 SH   SOLE   69,950 0 0
SCHOLAR ROCK HOLDING COM 80706P103   766,360 92,000 SH   SOLE   92,000 0 0
SERVICENOW COM 81762P102   6,962,030 8,850 SH   SOLE   8,850 0 0
SHERWIN WILLIAMS COM 824348106   3,133,515 10,500 SH   SOLE   10,500 0 0
SHIFT4 PAYMENTS COM 82452J109   2,050,573 27,956 SH   SOLE   27,956 0 0
SIMON PROPERTY GROUP COM 828806109   2,064,480 13,600 SH   SOLE   13,600 0 0
SJW GROUP COM 784305104   1,639,233 30,233 SH   SOLE   30,233 0 0
SKYWORKS COM 83088M102   810,008 7,600 SH   SOLE   7,600 0 0
SNAP-ON INC COM 833034101   575,058 2,200 SH   SOLE   2,200 0 0
SOLAREDGE TECH COM 83417M104   4,508,809 178,496 SH   SOLE   178,496 0 0
SOLVENTUM COM 83444M101   333,144 6,300 SH   SOLE   6,300 0 0
Sps Comm Inc COM 78463M107   2,341,087 12,442 SH   SOLE   12,442 0 0
STANLEY BLACK&DECKER COM 854502101   199,725 2,500 SH   SOLE   2,500 0 0
STARBUCKS COM 855244109   3,814,650 49,000 SH   SOLE   49,000 0 0
STATE STREET COM 857477103   901,986 12,189 SH   SOLE   12,189 0 0
STEEL DYNAMICS COM 858119100   841,750 6,500 SH   SOLE   6,500 0 0
STRYKER COM 863667101   5,062,920 14,880 SH   SOLE   14,880 0 0
SURGERY PARTNERS COM 86881A100   16,086,798 676,200 SH   SOLE   676,200 0 0
SYNCHRONY FINANCIAL COM 87165B103   882,453 18,700 SH   SOLE   18,700 0 0
SYNOPS COM 871607107   3,921,445 6,590 SH   SOLE   6,590 0 0
SYSCO COM 871829107   1,527,746 21,400 SH   SOLE   21,400 0 0
T ROWE PRICE GP COM 74144T108   1,103,863 9,573 SH   SOLE   9,573 0 0
TAIWAN SEMICOND ADR COM 874039100   11,539,246 66,390 SH   SOLE   66,390 0 0
TARGET COM 87612E106   2,960,800 20,000 SH   SOLE   20,000 0 0
TARSUS PHARMACEUT COM 87650L103   1,059,504 38,981 SH   SOLE   38,981 0 0
TELEFLEX COM 879369106   336,528 1,600 SH   SOLE   1,600 0 0
TERADYNE COM 880770102   978,714 6,600 SH   SOLE   6,600 0 0
TEREX CORP COM 880779103   1,694,391 30,897 SH   SOLE   30,897 0 0
TERRENO REALTY COM 88146M101   1,698,407 28,699 SH   SOLE   28,699 0 0
TEXAS INSTRUMENT COM 882508104   7,586,670 39,000 SH   SOLE   39,000 0 0
THERMO FISCHER SCIEN COM 883556102   47,055,876 85,092 SH   SOLE   85,092 0 0
TJX COM 872540109   5,306,820 48,200 SH   SOLE   48,200 0 0
T-MOBILE COM 872590104   4,101,470 23,280 SH   SOLE   23,280 0 0
TORO COM 891092108   411,444 4,400 SH   SOLE   4,400 0 0
TRACTOR SUPPLY COM 892356106   1,242,000 4,600 SH   SOLE   4,600 0 0
TRANSUNION COM 89400J107   619,236 8,350 SH   SOLE   8,350 0 0
TRAVELERS COMPANIES COM 89417E109   2,011,439 9,892 SH   SOLE   9,892 0 0
TRIMBLE COM 896239100   552,378 9,878 SH   SOLE   9,878 0 0
TRUIST FINANCIAL COM 89832Q109   2,284,380 58,800 SH   SOLE   58,800 0 0
TWILIO COM 90138F102   380,627 6,700 SH   SOLE   6,700 0 0
TYLER TECHNOLOGIES COM 902252105   1,005,560 2,000 SH   SOLE   2,000 0 0
UIPATH COM 90364P105   210,488 16,600 SH   SOLE   16,600 0 0
ULTA BEAUTY COM 90384S303   771,740 2,000 SH   SOLE   2,000 0 0
Union Pac Corp COM 907818108   6,259,030 27,663 SH   SOLE   27,663 0 0
UNITED PARCEL B COM 911312106   4,298,595 31,411 SH   SOLE   31,411 0 0
UNITED RENTALS COM 911363109   1,972,527 3,050 SH   SOLE   3,050 0 0
UNITEDHEALTH GRP COM 91324P102   20,309,289 39,880 SH   SOLE   39,880 0 0
US BANCORP COM 902973304   1,052,050 26,500 SH   SOLE   26,500 0 0
Varonis Sys Inc COM 922280102   1,400,724 29,200 SH   SOLE   29,200 0 0
Veeva Sys Inc CL A COM 922475108   32,335,488 176,687 SH   SOLE   176,687 0 0
VENTAS COM 92276F100   952,923 18,590 SH   SOLE   18,590 0 0
VERALTO COM 92338C103   983,246 10,299 SH   SOLE   10,299 0 0
Verint Sys Inc COM 92343X100   3,114,126 96,712 SH   SOLE   96,712 0 0
VERISK ANALYTICS COM 92345Y106   1,690,887 6,273 SH   SOLE   6,273 0 0
VERIZON COMM COM 92343V104   7,452,068 180,700 SH   SOLE   180,700 0 0
VERTEX PHARMACEUT COM 92532F100   5,184,043 11,060 SH   SOLE   11,060 0 0
VERTIV HOLDINGS COM 92537N108   1,437,062 16,600 SH   SOLE   16,600 0 0
VIPSHOP ADR COM 92763W103   381,486 29,300 SH   SOLE   29,300 0 0
VISA A COM 92826C839   73,333,856 279,399 SH   SOLE   279,399 0 0
VULCAN MATERIALS COM 929160109   1,367,740 5,500 SH   SOLE   5,500 0 0
WABTEC COM 929740108   458,345 2,900 SH   SOLE   2,900 0 0
WALGREEN BOOTS COM 931427108   336,241 27,800 SH   SOLE   27,800 0 0
WALT DISNEY COM 254687106   7,865,754 79,220 SH   SOLE   79,220 0 0
WARNER BROS DISC COM 934423104   810,514 108,940 SH   SOLE   108,940 0 0
WARNER MUSIC COM 934550203   32,192,093 1,050,313 SH   SOLE   1,050,313 0 0
WASTE MANAGEMENT COM 94106L109   3,685,875 17,277 SH   SOLE   17,277 0 0
WATERS COM 941848103   685,844 2,364 SH   SOLE   2,364 0 0
WATSCO COM 942622200   750,449 1,620 SH   SOLE   1,620 0 0
WATTS WATER TECHN COM 942749102   2,071,531 11,297 SH   SOLE   11,297 0 0
WELLTOWER COM 95040Q104   2,544,117 24,404 SH   SOLE   24,404 0 0
WEST PHARMACEUTICAL COM 955306105   968,077 2,939 SH   SOLE   2,939 0 0
WESTROCK COM 96145D105   1,026,108 20,416 SH   SOLE   20,416 0 0
WEYERHAEUSER CO COM 962166104   891,446 31,400 SH   SOLE   31,400 0 0
WILLIAMS SONOMA COM 969904101   762,399 2,700 SH   SOLE   2,700 0 0
WIPRO COM 97651M109   716,750 117,500 SH   SOLE   117,500 0 0
WORKDAY A COM 98138H101   2,043,115 9,139 SH   SOLE   9,139 0 0
WP CAREY COM 92936U109   600,045 10,900 SH   SOLE   10,900 0 0
WW GRAINGER COM 384802104   28,157,106 31,208 SH   SOLE   31,208 0 0
XYLEM COM 98419M100   1,342,737 9,900 SH   SOLE   9,900 0 0
YUM CHINA HLDS COM 98850P109   1,051,644 34,100 SH   SOLE   34,100 0 0
ZEBRA TECHNOLOGIES C COM 989207105   710,539 2,300 SH   SOLE   2,300 0 0
ZIMMER BIOMET HLDS COM 98956P102   965,917 8,900 SH   SOLE   8,900 0 0
ZOETIS COM 98978V103   3,397,856 19,600 SH   SOLE   19,600 0 0
ZSCALER COM 98980G102   739,932 3,850 SH   SOLE   3,850 0 0
ZTO EXPRESS CAY ADR COM 98980A105   844,525 40,700 SH   SOLE   40,700 0 0