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
ABBOTT LABS COM 002824100   278,062,289 2,746,023 SH   SOLE   2,746,023 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   104,227,762 364,675 SH   SOLE   364,675 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   900,610 2,337 SH   SOLE   2,337 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   550,317 3,978 SH   SOLE   3,978 0 0
AIRBNB INC COM CL A 009066101   1,436,820 11,550 SH   SOLE   11,550 0 0
ALLY FINL INC COM 02005N100   11,893,583 466,598 SH   SOLE   466,598 0 0
ALPHABET INC CAP STK CL C 02079K107   289,744,000 2,786,000 SH   SOLE   2,786,000 0 0
ALPHABET INC CAP STK CL A 02079K305   581,201,576 5,603,023 SH   SOLE   5,603,023 0 0
AMAZON COM INC COM 023135106   756,235,979 7,321,483 SH   SOLE   7,321,483 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104   10,537,209 86,726 SH   SOLE   86,726 0 0
AMERICAN TOWER CORP NEW COM 03027X100   182,191,179 891,608 SH   SOLE   891,608 0 0
AMERIPRISE FINL INC COM 03076C106   64,878,388 211,675 SH   SOLE   211,675 0 0
AMERISOURCEBERGEN CORP COM 03073E105   46,204,063 288,577 SH   SOLE   288,577 0 0
AMETEK INC COM 031100100   183,696,103 1,263,993 SH   SOLE   1,263,993 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   10,497,792 549,335 SH   SOLE   549,335 0 0
AON PLC SHS CL A G0403H108   43,773,918 138,837 SH   SOLE   138,837 0 0
APA CORPORATION COM 03743Q108   16,972,468 470,673 SH   SOLE   470,673 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   12,649,053 200,270 SH   SOLE   200,270 0 0
APPLE INC COM 037833100   859,585,443 5,212,768 SH   SOLE   5,212,768 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   4,689,823 58,873 SH   SOLE   58,873 0 0
ARISTA NETWORKS INC COM 040413106   1,016,728 6,057 SH   SOLE   6,057 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   77,456,316 347,915 SH   SOLE   347,915 0 0
AUTOZONE INC COM 053332102   92,571,471 37,659 SH   SOLE   37,659 0 0
BANK AMERICA CORP COM 060505104   20,020,000 700,000 SH   SOLE   700,000 0 0
BATH & BODY WORKS INC COM 070830104   14,796,244 404,490 SH   SOLE   404,490 0 0
BECTON DICKINSON & CO COM 075887109   76,144,542 307,605 SH   SOLE   307,605 0 0
BERKLEY W R CORP COM 084423102   4,671,243 75,028 SH   SOLE   75,028 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   98,806,400 320,000 SH   SOLE   320,000 0 0
BEST BUY INC COM 086516101   39,828,003 508,854 SH   SOLE   508,854 0 0
BILL HOLDINGS INC COM 090043100   388,823 4,792 SH   SOLE   4,792 0 0
BIO RAD LABS INC CL A 090572207   122,102,677 254,901 SH   SOLE   254,901 0 0
BOOKING HOLDINGS INC COM 09857L108   139,797,921 52,706 SH   SOLE   52,706 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,649,375 38,225 SH   SOLE   38,225 0 0
BROADCOM INC COM 11135F101   4,790,379 7,467 SH   SOLE   7,467 0 0
BUNGE LIMITED COM G16962105   8,779,434 91,912 SH   SOLE   91,912 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   8,197,031 82,490 SH   SOLE   82,490 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,962,899 14,103 SH   SOLE   14,103 0 0
CANADIAN NAT RES LTD COM 136385101   3,064,034 55,372 SH   SOLE   55,372 0 0
CARLYLE GROUP INC COM 14316J108   9,000,753 289,786 SH   SOLE   289,786 0 0
CATERPILLAR INC COM 149123101   2,362,544 10,324 SH   SOLE   10,324 0 0
CELANESE CORP DEL COM 150870103   7,290,730 66,955 SH   SOLE   66,955 0 0
CENOVUS ENERGY INC COM 15135U109   9,323,466 534,409 SH   SOLE   534,409 0 0
CENTENE CORP DEL COM 15135B101   21,964,906 347,491 SH   SOLE   347,491 0 0
CF INDS HLDGS INC COM 125269100   42,724,519 589,385 SH   SOLE   589,385 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   65,938,730 507,221 SH   SOLE   507,221 0 0
CHEVRON CORP NEW COM 166764100   908,149 5,566 SH   SOLE   5,566 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,668,999 977 SH   SOLE   977 0 0
CINTAS CORP COM 172908105   1,624,469 3,511 SH   SOLE   3,511 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   15,455,178 843,163 SH   SOLE   843,163 0 0
CME GROUP INC COM 12572Q105   239,371,655 1,249,852 SH   SOLE   1,249,852 0 0
COCA COLA CO COM 191216100   126,267,524 2,035,588 SH   SOLE   2,035,588 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,176,091 2,367 SH   SOLE   2,367 0 0
COTERRA ENERGY INC COM 127097103   7,797,929 317,764 SH   SOLE   317,764 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   466,409 3,398 SH   SOLE   3,398 0 0
DANAHER CORPORATION COM 235851102   278,501,428 1,104,989 SH   SOLE   1,104,989 0 0
DAVITA INC COM 23918K108   14,581,064 179,769 SH   SOLE   179,769 0 0
DEERE & CO COM 244199105   7,936,792 19,223 SH   SOLE   19,223 0 0
DELL TECHNOLOGIES INC CL C 24703L202   37,298,072 927,582 SH   SOLE   927,582 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   7,153,502 204,854 SH   SOLE   204,854 0 0
DEVON ENERGY CORP NEW COM 25179M103   87,145,308 1,721,899 SH   SOLE   1,721,899 0 0
DIAMONDBACK ENERGY INC COM 25278X109   36,168,789 267,580 SH   SOLE   267,580 0 0
DISCOVER FINL SVCS COM 254709108   18,884,865 191,065 SH   SOLE   191,065 0 0
DOCUSIGN INC COM 256163106   16,833,484 288,739 SH   SOLE   288,739 0 0
DOLLAR GEN CORP NEW COM 256677105   185,321,184 880,553 SH   SOLE   880,553 0 0
DOMINOS PIZZA INC COM 25754A201   33,331,384 101,044 SH   SOLE   101,044 0 0
DROPBOX INC CL A 26210C104   22,276,189 1,030,351 SH   SOLE   1,030,351 0 0
ENPHASE ENERGY INC COM 29355A107   1,735,651 8,254 SH   SOLE   8,254 0 0
EQUITABLE HLDGS INC COM 29452E101   12,672,428 499,111 SH   SOLE   499,111 0 0
ETSY INC COM 29786A106   9,763,196 87,696 SH   SOLE   87,696 0 0
EVEREST RE GROUP LTD COM G3223R108   34,626,620 96,717 SH   SOLE   96,717 0 0
EXPEDITORS INTL WASH INC COM 302130109   22,847,037 207,474 SH   SOLE   207,474 0 0
EXXON MOBIL CORP COM 30231G102   6,657,130 60,707 SH   SOLE   60,707 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   834,970 46,080 SH   SOLE   46,080 0 0
FACTSET RESH SYS INC COM 303075105   63,013,568 151,807 SH   SOLE   151,807 0 0
FAIR ISAAC CORP COM 303250104   51,365,234 73,098 SH   SOLE   73,098 0 0
FASTENAL CO COM 311900104   355,896 6,598 SH   SOLE   6,598 0 0
FERRARI N V COM N3167Y103   179,981,051 665,644 SH   SOLE   665,644 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   25,584,618 732,454 SH   SOLE   732,454 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   62,776,685 1,155,470 SH   SOLE   1,155,470 0 0
FIRST HORIZON CORPORATION COM 320517105   3,356,615 188,786 SH   SOLE   188,786 0 0
FORTINET INC COM 34959E109   130,389,070 1,961,918 SH   SOLE   1,961,918 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   400,749 7,729 SH   SOLE   7,729 0 0
GARTNER INC COM 366651107   45,360,866 139,242 SH   SOLE   139,242 0 0
GENERAL MLS INC COM 370334104   6,177,049 72,280 SH   SOLE   72,280 0 0
GILEAD SCIENCES INC COM 375558103   1,852,056 22,322 SH   SOLE   22,322 0 0
GLOBE LIFE INC COM 37959E102   1,030,557 9,367 SH   SOLE   9,367 0 0
GODADDY INC CL A 380237107   40,281,965 518,296 SH   SOLE   518,296 0 0
GRAINGER W W INC COM 384802104   79,061,612 114,780 SH   SOLE   114,780 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   10,453,500 150,000 SH   SOLE   150,000 0 0
HERSHEY CO COM 427866108   5,409,265 21,262 SH   SOLE   21,262 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   44,208,219 2,775,155 SH   SOLE   2,775,155 0 0
HOLOGIC INC COM 436440101   1,771,769 21,955 SH   SOLE   21,955 0 0
HP INC COM 40434L105   79,988,083 2,725,318 SH   SOLE   2,725,318 0 0
HUMANA INC COM 444859102   41,285,460 85,044 SH   SOLE   85,044 0 0
ICL GROUP LTD SHS M53213100   1,333,339,328 2,014,379 SH   SOLE   2,014,379 0 0
ICON PLC SHS G4705A100   117,032,155 547,929 SH   SOLE   547,929 0 0
IDEX CORP COM 45167R104   2,403,174 10,402 SH   SOLE   10,402 0 0
IDEXX LABS INC COM 45168D104   5,040,806 10,080 SH   SOLE   10,080 0 0
ILLINOIS TOOL WKS INC COM 452308109   666,079 2,736 SH   SOLE   2,736 0 0
IMPERIAL OIL LTD COM NEW 453038408   24,303,237 477,923 SH   SOLE   477,923 0 0
INCYTE CORP COM 45337C102   33,796,343 467,640 SH   SOLE   467,640 0 0
INTUIT COM 461202103   182,446,119 409,228 SH   SOLE   409,228 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   6,136,641 41,937 SH   SOLE   41,937 0 0
JOHNSON & JOHNSON COM 478160104   157,375,685 1,015,327 SH   SOLE   1,015,327 0 0
JUNIPER NETWORKS INC COM 48203R104   34,608,174 1,005,467 SH   SOLE   1,005,467 0 0
KLA CORP COM NEW 482480100   402,363 1,008 SH   SOLE   1,008 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   21,316,345 376,747 SH   SOLE   376,747 0 0
KROGER CO COM 501044101   74,681,308 1,512,686 SH   SOLE   1,512,686 0 0
LAUDER ESTEE COS INC CL A 518439104   77,018,750 312,500 SH   SOLE   312,500 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   656,868 8,040 SH   SOLE   8,040 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104   8,235,903 422,354 SH   SOLE   422,354 0 0
LINCOLN NATL CORP IND COM 534187109   16,657,910 741,340 SH   SOLE   741,340 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   9,723,980 138,914 SH   SOLE   138,914 0 0
LOCKHEED MARTIN CORP COM 539830109   1,206,407 2,552 SH   SOLE   2,552 0 0
LPL FINL HLDGS INC COM 50212V100   10,548,683 52,118 SH   SOLE   52,118 0 0
LULULEMON ATHLETICA INC COM 550021109   385,677 1,059 SH   SOLE   1,059 0 0
LUMEN TECHNOLOGIES INC COM 550241103   5,942,792 2,242,563 SH   SOLE   2,242,563 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   251,438,171 2,678,008 SH   SOLE   2,678,008 0 0
MANULIFE FINL CORP COM 56501R106   88,836,267 4,841,487 SH   SOLE   4,841,487 0 0
MARATHON OIL CORP COM 565849106   26,305,588 1,097,896 SH   SOLE   1,097,896 0 0
MARRIOTT INTL INC NEW CL A 571903202   2,341,828 14,104 SH   SOLE   14,104 0 0
MARSH & MCLENNAN COS INC COM 571748102   2,965,423 17,805 SH   SOLE   17,805 0 0
MASCO CORP COM 574599106   189,715,262 3,815,673 SH   SOLE   3,815,673 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,402,867 6,612 SH   SOLE   6,612 0 0
MATCH GROUP INC NEW COM 57667L107   19,982,993 520,526 SH   SOLE   520,526 0 0
MCDONALDS CORP COM 580135101   258,875,520 925,845 SH   SOLE   925,845 0 0
MCKESSON CORP COM 58155Q103   99,512,058 279,489 SH   SOLE   279,489 0 0
MEDTRONIC PLC SHS G5960L103   70,071,599 869,159 SH   SOLE   869,159 0 0
MERCADOLIBRE INC COM 58733R102   891,009 676 SH   SOLE   676 0 0
META PLATFORMS INC CL A 30303M102   438,685,281 2,069,856 SH   SOLE   2,069,856 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   85,472,940 55,857 SH   SOLE   55,857 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,232,318 26,645 SH   SOLE   26,645 0 0
MICROSOFT CORP COM 594918104   1,256,007,780 4,356,600 SH   SOLE   4,356,600 0 0
MODERNA INC COM 60770K107   92,368,541 601,436 SH   SOLE   601,436 0 0
MONOLITHIC PWR SYS INC COM 609839105   519,561 1,038 SH   SOLE   1,038 0 0
MOODYS CORP COM 615369105   72,054,857 235,458 SH   SOLE   235,458 0 0
MOSAIC CO NEW COM 61945C103   37,079,620 808,187 SH   SOLE   808,187 0 0
NETAPP INC COM 64110D104   47,520,490 744,252 SH   SOLE   744,252 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   6,322,910 62,467 SH   SOLE   62,467 0 0
NIKE INC CL B 654106103   98,883,896 806,294 SH   SOLE   806,294 0 0
NORTHROP GRUMMAN CORP COM 666807102   186,102,710 403,064 SH   SOLE   403,064 0 0
NRG ENERGY INC COM NEW 629377508   19,505,249 568,832 SH   SOLE   568,832 0 0
NUCOR CORP COM 670346105   95,857,903 620,560 SH   SOLE   620,560 0 0
NVR INC COM 62944T105   802,395 144 SH   SOLE   144 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   4,768,692 13,991 SH   SOLE   13,991 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   134,241,567 158,121 SH   SOLE   158,121 0 0
OTIS WORLDWIDE CORP COM 68902V107   23,033,013 272,903 SH   SOLE   272,903 0 0
OWENS CORNING NEW COM 690742101   23,436,416 244,639 SH   SOLE   244,639 0 0
PACCAR INC COM 693718108   1,782,274 24,348 SH   SOLE   24,348 0 0
PALO ALTO NETWORKS INC COM 697435105   695,894 3,484 SH   SOLE   3,484 0 0
PAYCHEX INC COM 704326107   2,614,256 22,814 SH   SOLE   22,814 0 0
PINTEREST INC CL A 72352L106   434,766 15,943 SH   SOLE   15,943 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   23,776,231 319,917 SH   SOLE   319,917 0 0
PROCTER AND GAMBLE CO COM 742718109   415,510,042 2,794,472 SH   SOLE   2,794,472 0 0
PROGRESSIVE CORP COM 743315103   212,165,562 1,483,053 SH   SOLE   1,483,053 0 0
PRUDENTIAL FINL INC COM 744320102   46,892,730 566,748 SH   SOLE   566,748 0 0
QUEST DIAGNOSTICS INC COM 74834L100   9,810,365 69,341 SH   SOLE   69,341 0 0
REGENERON PHARMACEUTICALS COM 75886F107   96,972,672 118,019 SH   SOLE   118,019 0 0
ROBERT HALF INTL INC COM 770323103   26,537,663 329,374 SH   SOLE   329,374 0 0
ROLLINS INC COM 775711104   403,260 10,745 SH   SOLE   10,745 0 0
S&P GLOBAL INC COM 78409V104   194,005,182 562,709 SH   SOLE   562,709 0 0
SALESFORCE INC COM 79466L302   149,912,115 750,386 SH   SOLE   750,386 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   53,225,079 804,977 SH   SOLE   804,977 0 0
SEI INVTS CO COM 784117103   16,466,724 286,129 SH   SOLE   286,129 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   6,538,602 1,647,003 SH   SOLE   1,647,003 0 0
SMITH A O CORP COM 831865209   16,765,141 242,446 SH   SOLE   242,446 0 0
SNAP ON INC COM 833034101   6,703,557 27,152 SH   SOLE   27,152 0 0
SNOWFLAKE INC CL A 833445109   595,097 3,857 SH   SOLE   3,857 0 0
STARBUCKS CORP COM 855244109   1,056,399 10,145 SH   SOLE   10,145 0 0
STEEL DYNAMICS INC COM 858119100   44,588,264 394,377 SH   SOLE   394,377 0 0
STELLANTIS N.V SHS N82405106   95,668,385 5,270,530 SH   SOLE   5,270,530 0 0
STRYKER CORPORATION COM 863667101   161,278,560 564,958 SH   SOLE   564,958 0 0
SUNCOR ENERGY INC NEW COM 867224107   23,417,627 754,306 SH   SOLE   754,306 0 0
SYNCHRONY FINANCIAL COM 87165B103   27,631,031 950,173 SH   SOLE   950,173 0 0
SYNOPSYS INC COM 871607107   802,241 2,077 SH   SOLE   2,077 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   225,785,121 2,427,275 SH   SOLE   2,427,275 0 0
TECK RESOURCES LTD CL B 878742204   29,646,148 811,935 SH   SOLE   811,935 0 0
TERADYNE INC COM 880770102   45,350,083 421,822 SH   SOLE   421,822 0 0
TESLA INC COM 88160R101   4,307,492 20,763 SH   SOLE   20,763 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   21,412,991 2,419,547 SH   SOLE   2,419,547 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   9,488,290 5,578 SH   SOLE   5,578 0 0
TEXTRON INC COM 883203101   9,294,837 131,599 SH   SOLE   131,599 0 0
TFI INTL INC COM 87241L109   24,040,843 201,482 SH   SOLE   201,482 0 0
THE TRADE DESK INC COM CL A 88339J105   1,012,263 16,619 SH   SOLE   16,619 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   112,509,729 195,204 SH   SOLE   195,204 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   587,919,296 142,056 SH   SOLE   142,056 0 0
TYSON FOODS INC CL A 902494103   30,043,741 506,469 SH   SOLE   506,469 0 0
UGI CORP NEW COM 902681105   13,439,954 386,650 SH   SOLE   386,650 0 0
ULTA BEAUTY INC COM 90384S303   72,733,991 133,293 SH   SOLE   133,293 0 0
UNITED RENTALS INC COM 911363109   183,547,156 463,784 SH   SOLE   463,784 0 0
UNITEDHEALTH GROUP INC COM 91324P102   298,249,659 631,096 SH   SOLE   631,096 0 0
VALERO ENERGY CORP COM 91913Y100   32,178,219 230,503 SH   SOLE   230,503 0 0
VERISIGN INC COM 92343E102   103,927,022 491,776 SH   SOLE   491,776 0 0
VIATRIS INC COM 92556V106   7,491,921 778,786 SH   SOLE   778,786 0 0
VISA INC COM CL A 92826C839   465,648,400 2,065,326 SH   SOLE   2,065,326 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   17,276,790 499,618 SH   SOLE   499,618 0 0
WEST FRASER TIMBER CO LTD COM 952845105   11,281,205 158,168 SH   SOLE   158,168 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   114,426,915 330,265 SH   SOLE   330,265 0 0
WESTERN DIGITAL CORP. COM 958102105   30,130,161 799,845 SH   SOLE   799,845 0 0
WESTERN UN CO COM 959802109   17,944,041 1,609,331 SH   SOLE   1,609,331 0 0
WESTLAKE CORPORATION COM 960413102   6,614,571 57,032 SH   SOLE   57,032 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   15,840,034 525,723 SH   SOLE   525,723 0 0
WHIRLPOOL CORP COM 963320106   5,436,056 41,176 SH   SOLE   41,176 0 0
YUM BRANDS INC COM 988498101   387,655 2,935 SH   SOLE   2,935 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   8,807,328 198,051 SH   SOLE   198,051 0 0
ZOETIS INC CL A 98978V103   80,584,922 484,168 SH   SOLE   484,168 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   558,526 7,564 SH   SOLE   7,564 0 0