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
H WORLD GROUP LTD SPONSORED ADS 44332N106   1,400 68,572 SH   SOLE 0 68,572 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   3,470 263,373 SH   SOLE 0 263,373 0 0
SEA LTD SPONSORED ADS 81141R100   1,800 155,790 SH   SOLE 0 155,790 0 0
YUM CHINA HOLDINGS INC COM 98850P109   2,950 1,456,120 SH   SOLE 0 1,456,120 0 0
ALPHABET INC CAP STK CL A 02079K305   1,260,336 130,734,653 SH   SOLE 0 130,734,653 0 0
AMERICAN TOWER CORP COM 03027X100   181,955 37,180,685 SH   SOLE 0 37,180,685 0 0
BLACKROCK INC COM 09247X101   65,980 44,148,538 SH   SOLE 0 44,148,538 0 0
BROADCOM INC COM 11135F101   52,557 33,717,418 SH   SOLE 0 33,717,418 0 0
CVS HEALTH CORP COM 126650100   220,005 16,348,572 SH   SOLE 0 16,348,572 0 0
CATERPILLAR INC COM 149123101   123,610 28,286,912 SH   SOLE 0 28,286,912 0 0
CONAGRA BRANDS INC COM 205887102   884,255 33,212,618 SH   SOLE 0 33,212,618 0 0
COSTCO WHSLE CORP COM 22160K105   98,327 48,855,736 SH   SOLE 0 48,855,736 0 0
WALT DISNEY COM 254687106   303,722 30,411,684 SH   SOLE 0 30,411,684 0 0
EMERSON ELECTRIC COM 291011104   250,984 21,870,746 SH   SOLE 0 21,870,746 0 0
EQUINIX COM 29444U700   31,834 22,953,587 SH   SOLE 0 22,953,587 0 0
EVERSOURCE ENERGY COM 30040W108   235,547 18,433,908 SH   SOLE 0 18,433,908 0 0
META PLATFORMS INC CL A 30303M102   96,499 20,451,998 SH   SOLE 0 20,451,998 0 0
FREEPORT-MCMORAN INC CL B 35671D857   264,002 10,800,322 SH   SOLE 0 10,800,322 0 0
ARTHUR J GALLAGHER & CO COM 363576109   266,052 50,898,408 SH   SOLE 0 50,898,408 0 0
GOLDMAN SACHS GROUP INC/THE COM 38141G104   77,881 25,475,654 SH   SOLE 0 25,475,654 0 0
HALLIBURTON COMPANY COM 406216101   291,321 9,217,396 SH   SOLE 0 9,217,396 0 0
IQVIA HOLDINGS INC COM 46266C105   183,617 36,519,585 SH   SOLE 0 36,519,585 0 0
JPMORGAN CHASE & CO COM 46625H100   430,099 56,046,201 SH   SOLE 0 56,046,201 0 0
ELI LILLY COM 532457108   154,433 53,035,381 SH   SOLE 0 53,035,381 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106   72,308 25,673,678 SH   SOLE 0 25,673,678 0 0
MARVELL TECHNOLOGY INC COM 573874104   720,769 31,209,298 SH   SOLE 0 31,209,298 0 0
MASTERCARD CL A 57636Q104   162,548 59,071,569 SH   SOLE 0 59,071,569 0 0
MERCK CO COM 58933Y105   544,631 57,943,292 SH   SOLE 0 57,943,292 0 0
MICROSOFT COM 594918104   842,922 243,014,413 SH   SOLE 0 243,014,413 0 0
MODERNA INC COM 60770K107   139,656 21,434,153 SH   SOLE 0 21,434,153 0 0
MONDELEZ INTERNATIONAL INC CL A 609207105   597,678 41,670,110 SH   SOLE 0 41,670,110 0 0
MORGAN STANLEY COM 617446448   221,312 19,431,194 SH   SOLE 0 19,431,194 0 0
NETFLIX INC COM 64110L106   119,714 41,358,793 SH   SOLE 0 41,358,793 0 0
NEWMONT CORPORATION COM 651639106   224,751 11,017,294 SH   SOLE 0 11,017,294 0 0
NEXTERA ENERGY INC COM 65339F101   458,855 35,368,543 SH   SOLE 0 35,368,543 0 0
ORACLE COM 68389X105   367,709 34,167,520 SH   SOLE 0 34,167,520 0 0
OTIS WORLDWIDE CORP COM 68902V107   495,735 41,840,034 SH   SOLE 0 41,840,034 0 0
PALO ALTO NETWORKS INC COM 697435105   136,180 27,200,593 SH   SOLE 0 27,200,593 0 0
PAYPAL HOLDINGS COM 70450Y103   438,249 33,280,629 SH   SOLE 0 33,280,629 0 0
PEPSICO INC COM 713448108   123,107 22,442,406 SH   SOLE 0 22,442,406 0 0
PHILLIPS 66 COM 718546104   311,755 31,605,722 SH   SOLE 0 31,605,722 0 0
PROCTER & GAMBLE CO COM 742718109   271,288 40,337,813 SH   SOLE 0 40,337,813 0 0
REPUBLIC SERVICES INC COM 760759100   183,494 24,812,059 SH   SOLE 0 24,812,059 0 0
SALESFORCE INC COM 79466L302   186,564 37,271,756 SH   SOLE 0 37,271,756 0 0
SCHLUMBERGER NV COM STK 806857108   742,535 36,458,468 SH   SOLE 0 36,458,468 0 0
CHARLES SCHWAB CORP COM 808513105   287,941 15,082,350 SH   SOLE 0 15,082,350 0 0
SYSCO CORP COM 871829107   181,775 14,038,483 SH   SOLE 0 14,038,483 0 0
TJX COMPANIES INC COM 872540109   365,679 28,654,606 SH   SOLE 0 28,654,606 0 0
T-MOBILE US COM 872590104   283,820 41,108,489 SH   SOLE 0 41,108,489 0 0
TARGA RESOURCES CORP COM 87612G101   318,159 23,209,699 SH   SOLE 0 23,209,699 0 0
TESLA INC COM 88160R101   361,890 75,077,699 SH   SOLE 0 75,077,699 0 0
THERMO FISHER SCIENTIFIC COM 883556102   70,068 40,385,093 SH   SOLE 0 40,385,093 0 0
UNION PACIFIC CORPORATION COM 907818108   188,347 37,906,717 SH   SOLE 0 37,906,717 0 0
UNITEDHEALTH GROUP COM 91324P102   131,295 62,048,704 SH   SOLE 0 62,048,704 0 0
VERIZON COM 92343V104   1,163,836 45,261,582 SH   SOLE 0 45,261,582 0 0
VISA COM CL A 92826C839   266,433 60,069,984 SH   SOLE 0 60,069,984 0 0
YUM! BRANDS INC. COM 988498101   335,077 44,256,970 SH   SOLE 0 44,256,970 0 0
ZOETIS CL A 98978V103   227,257 37,824,655 SH   SOLE 0 37,824,655 0 0
RESTAURANT BRANDS INTERNATIONAL INC COM 76131D103   269,229 18,076,035 SH   SOLE 0 18,076,035 0 0
BIONTECH SE SPONSORED ADS 09075V102   5,536 633,872 SH   SOLE 0 633,872 0 0
AT&T INC COM 00206R102   418,332 8,052,891 SH   SOLE 0 8,052,891 0 0
BOOKING HOLDINGS COM 09857L108   4,710 12,492,851 SH   SOLE 0 12,492,851 0 0
COCA COLA COM 191216100   206,588 12,814,654 SH   SOLE 0 12,814,654 0 0
DEERE AND COMPANY COM 244199105   22,748 9,392,194 SH   SOLE 0 9,392,194 0 0
GENERAL MILLS COM 370334104   113,092 9,664,842 SH   SOLE 0 9,664,842 0 0
ESTEE LAUDER CL A 518439104   35,350 8,712,361 SH   SOLE 0 8,712,361 0 0
PEPSICO COM 713448108   185,336 33,786,753 SH   SOLE 0 33,786,753 0 0
RALPH LAUREN CORP CL A 751212101   39,388 4,595,398 SH   SOLE 0 4,595,398 0 0
SP GLOBAL COM 78409V104   28,155 9,706,999 SH   SOLE 0 9,706,999 0 0
STARBUCKS CORP COM 855244109   73,162 7,618,359 SH   SOLE 0 7,618,359 0 0
ALPHABET INC CAP STK CL C 02079K107   78,562 8,170,448 SH   SOLE 0 8,170,448 0 0
ABBVIE INC COM 00287Y109   1,019 162,398 SH   SOLE 0 162,398 0 0
EDWARDS LIFESCIENCES CORP COM 808513105   2,349 194,333 SH   SOLE 0 194,333 0 0
HUMANA COM 444859102   438 212,631 SH   SOLE 0 212,631 0 0
METLIFE INC COM 59156R108   2,134 123,644 SH   SOLE 0 123,644 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,057 169,332 SH   SOLE 0 169,332 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   1,463 121,049 SH   SOLE 0 121,049 0 0
TAPESTRY INC COM 876030107   4,022 173,388 SH   SOLE 0 173,388 0 0
WELLTOWER OP LLC COM 95040Q104   15,470 1,109,044 SH   SOLE 0 1,109,044 0 0
CARETRUST REIT INC COM 14174T107   26,119 511,410 SH   SOLE 0 511,410 0 0
DIGITAL REALTY TRUST COM 253868103   13,887 1,365,231 SH   SOLE 0 1,365,231 0 0
DOUGLAS EMMETT INC COM 25960P109   25,715 317,066 SH   SOLE 0 317,066 0 0
EQUITY LIFESTYLE PROPERTIES INC COM 29472R108   20,690 1,388,920 SH   SOLE 0 1,388,920 0 0
EXTRA SPACE STORAGE INC COM 30225T102   10,674 1,739,115 SH   SOLE 0 1,739,115 0 0
FEDERAL REALTY INVESTMENT TRUSTT SH BEN INT 313745101   7,251 716,616 SH   SOLE 0 716,616 0 0
INVITATION HOMES INC COM 46187W107   30,728 959,635 SH   SOLE 0 959,635 0 0
OMEGA HLTHCARE INVESTORS INC COM 681936100   17,443 478,113 SH   SOLE 0 478,113 0 0
PROLOGIS INC COM 74340W103   21,949 2,738,577 SH   SOLE 0 2,738,577 0 0
REXFORD INDUSTRIAL REALTY INC COM 76169C100   26,439 1,577,086 SH   SOLE 0 1,577,086 0 0
SIMON PROP GRP INC COM 828806109   5,111 572,279 SH   SOLE 0 572,279 0 0
SUN COMMUNITIES INC COM 866674104   7,442 1,048,429 SH   SOLE 0 1,048,429 0 0
SYNAPTICS COM 87157D109   14,357 1,595,781 SH   SOLE 0 1,595,781 0 0
BB AND T COM 89832Q109   3,028 103,255 SH   SOLE 0 103,255 0 0
BOSTON SCIENTIFIC COM 101137107   3,243 162,247 SH   SOLE 0 162,247 0 0
BRISTOL MYERS SQUIBB COM 110122108   4,750 329,222 SH   SOLE 0 329,222 0 0
CIGNA CORP COM 125523100   707 180,660 SH   SOLE 0 180,660 0 0
CME GROUP INC COM 12572Q105   820 157,046 SH   SOLE 0 157,046 0 0
COLGATE-PALMOLIVE COM 194162103   1,910 143,536 SH   SOLE 0 143,536 0 0
COMCAST CL A 20030N101   9,776 370,608 SH   SOLE 0 370,608 0 0
CSX COM 126408103   4,843 144,999 SH   SOLE 0 144,999 0 0
DANAHER COM 235851102   1,588 400,240 SH   SOLE 0 400,240 0 0
ENPHASE ENERGY COM 29355A107   9,741 2,048,337 SH   SOLE 0 2,048,337 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   23,984 1,439,040 SH   SOLE 0 1,439,040 0 0
FIRST SOLAR INC COM 336433107   16,836 3,661,830 SH   SOLE 0 3,661,830 0 0
FISERV COM 337738108   1,440 162,763 SH   SOLE 0 162,763 0 0
GILEAD SCIENCES COM 375558103   2,811 233,229 SH   SOLE 0 233,229 0 0
HCA HOLDINGS COM 40412C101   482 127,094 SH   SOLE 0 127,094 0 0
HEALTHPEAK PROPERTIES COM 42250P103   55,421 1,217,599 SH   SOLE 0 1,217,599 0 0
HEWLETT PACKARD ENTREPRISE COM 42824C109   129,945 2,070,024 SH   SOLE 0 2,070,024 0 0
HOME DEPOT COM 437076102   2,389 705,042 SH   SOLE 0 705,042 0 0
IBM COM 459200101   8,955 1,173,911 SH   SOLE 0 1,173,911 0 0
ILLINOIS TOOL WORKS COM 452308109   707 172,119 SH   SOLE 0 172,119 0 0
INTERCONTINENTALEXCHANGE COM 45866F104   1,280 133,491 SH   SOLE 0 133,491 0 0
INTERNATIONAL PAPER COM 460146103   71,061 2,562,460 SH   SOLE 0 2,562,460 0 0
INTUITIVE SURGICAL COM 46120E602   811 207,186 SH   SOLE 0 207,186 0 0
LOWE S COS COM 548661107   1,431 286,157 SH   SOLE 0 286,157 0 0
MARSH AND MCLENNAN COS COM 571748102   1,143 190,367 SH   SOLE 0 190,367 0 0
NORFOLK SOUTHERN COM 655844108   527 111,724 SH   SOLE 0 111,724 0 0
PNC FINANCIAL SERVICES GROUP I COM 693475105   903 114,771 SH   SOLE 0 114,771 0 0
PROGRESSIVE COM 743315103   1,350 193,131 SH   SOLE 0 193,131 0 0
QUANTA SERVICES COM 74762E102   8,624 1,437,103 SH   SOLE 0 1,437,103 0 0
SHERWIN-WILLIAMS COM 824348106   551 123,848 SH   SOLE 0 123,848 0 0
STEEL DYNAMICS INC COM 858119100   18,979 2,145,766 SH   SOLE 0 2,145,766 0 0
STRYKER COM 863667101   818 233,514 SH   SOLE 0 233,514 0 0
TARGET COM 87612E106   1,023 169,439 SH   SOLE 0 169,439 0 0
TEXAS INSTRUMENTS COM 882508104   10,175 1,892,652 SH   SOLE 0 1,892,652 0 0
TORONTO-DOMINION BANK/THE COM 891160509   4,190 339,180 SH   SOLE 0 339,180 0 0
US BANCORP COM 902973304   3,041 109,628 SH   SOLE 0 109,628 0 0
VERTEX PHARMACEUTICALS COM 92532F100   589 185,576 SH   SOLE 0 185,576 0 0
VMWARE INC COM 928563402   14,459 1,805,206 SH   SOLE 0 1,805,206 0 0
WASTE MANAGEMENT COM 94106L109   11,910 1,943,355 SH   SOLE 0 1,943,355 0 0
XYLEM COM 98419M100   20,285 2,123,840 SH   SOLE 0 2,123,840 0 0
DR REDDY S LABORATORIES ADR 256135203   8,000 455,440 SH   SOLE 0 455,440 0 0
ICICI BANK LTD ADR 45104G104   49,000 1,057,420 SH   SOLE 0 1,057,420 0 0
INFOSYS TECHNOLOGIES LTD SPONSORED ADR 456788108   64,000 1,116,160 SH   SOLE 0 1,116,160 0 0