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
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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   54,292 1,400 SH   SOLE 0 54,292 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   239,916 3,470 SH   SOLE 0 239,916 0 0
SEA LTD SPONSORED ADS 81141R100   143,939 2,480 SH   SOLE 0 143,939 0 0
YUM CHINA HOLDINGS INC COM 98850P109   1,302,720 2,950 SH   SOLE 0 1,302,720 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   6,754,029 84,807 SH   SOLE 0 6,754,029 0 0
ALPHABET INC CAP STK CL A 02079K305   145,732,715 1,217,483 SH   SOLE 0 145,732,715 0 0
AMERICAN TOWER CORP COM 03027X100   34,391,962 177,333 SH   SOLE 0 34,391,962 0 0
BLACKROCK INC COM 09247X101   46,647,803 67,494 SH   SOLE 0 46,647,803 0 0
BROADCOM INC COM 11135F101   25,044,439 28,872 SH   SOLE 0 25,044,439 0 0
CVS HEALTH CORP COM 126650100   14,667,519 212,173 SH   SOLE 0 14,667,519 0 0
CATERPILLAR INC COM 149123101   29,277,736 118,991 SH   SOLE 0 29,277,736 0 0
CONAGRA BRANDS INC COM 205887102   25,796,103 765,009 SH   SOLE 0 25,796,103 0 0
CONSTELLATION BRANDS INC CL A 21036P108   16,047,676 65,200 SH   SOLE 0 16,047,676 0 0
COSTCO WHSLE CORP COM 22160K105   51,024,426 94,774 SH   SOLE 0 51,024,426 0 0
WALT DISNEY COM 254687106   36,436,596 408,116 SH   SOLE 0 36,436,596 0 0
EMERSON ELECTRIC COM 291011104   21,737,891 240,490 SH   SOLE 0 21,737,891 0 0
EQUINIX COM 29444U700   32,121,942 40,975 SH   SOLE 0 32,121,942 0 0
EVERSOURCE ENERGY COM 30040W108   16,099,904 227,015 SH   SOLE 0 16,099,904 0 0
META PLATFORMS INC CL A 30303M102   26,694,306 93,018 SH   SOLE 0 26,694,306 0 0
FEDEX CORP COM 31428X106   23,045,032 92,961 SH   SOLE 0 23,045,032 0 0
FREEPORT-MCMORAN INC CL B 35671D857   26,953,360 673,834 SH   SOLE 0 26,953,360 0 0
ARTHUR J GALLAGHER & CO COM 363576109   56,301,261 256,416 SH   SOLE 0 56,301,261 0 0
GOLDMAN SACHS GROUP INC/THE COM 38141G104   24,399,183 75,647 SH   SOLE 0 24,399,183 0 0
HCA HOLDINGS COM 40412C101   17,654,342 58,173 SH   SOLE 0 17,654,342 0 0
HALLIBURTON COMPANY COM 406216101   25,638,409 777,157 SH   SOLE 0 25,638,409 0 0
IQVIA HOLDINGS INC COM 46266C105   39,859,813 177,336 SH   SOLE 0 39,859,813 0 0
JPMORGAN CHASE & CO COM 46625H100   61,805,019 424,952 SH   SOLE 0 61,805,019 0 0
ELI LILLY COM 532457108   67,954,264 144,898 SH   SOLE 0 67,954,264 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106   32,174,253 69,688 SH   SOLE 0 32,174,253 0 0
MARVELL TECHNOLOGY INC COM 573874104   24,446,493 408,941 SH   SOLE 0 24,446,493 0 0
MASTERCARD CL A 57636Q104   57,410,394 145,971 SH   SOLE 0 57,410,394 0 0
MERCK CO COM 58933Y105   60,439,205 523,782 SH   SOLE 0 60,439,205 0 0
MICROSOFT COM 594918104   212,296,722 623,412 SH   SOLE 0 212,296,722 0 0
MODERNA INC COM 60770K107   16,349,633 134,656 SH   SOLE 0 16,349,633 0 0
MONDELEZ INTERNATIONAL INC CL A 609207105   40,842,826 559,951 SH   SOLE 0 40,842,826 0 0
MORGAN STANLEY COM 617446448   26,435,741 309,552 SH   SOLE 0 26,435,741 0 0
NETFLIX INC COM 64110L106   28,990,849 65,815 SH   SOLE 0 28,990,849 0 0
NEXTERA ENERGY INC COM 65339F101   32,812,650 442,219 SH   SOLE 0 32,812,650 0 0
NVIDIA CORPORATION COM 67066G104   86,467,403 204,405 SH   SOLE 0 86,467,403 0 0
ON SEMICONDUCTOR CORP COM 682189105   15,425,431 163,094 SH   SOLE 0 15,425,431 0 0
ORACLE COM 68389X105   42,018,406 352,829 SH   SOLE 0 42,018,406 0 0
OTIS WORLDWIDE CORP COM 68902V107   42,854,933 481,462 SH   SOLE 0 42,854,933 0 0
PALO ALTO NETWORKS INC COM 697435105   18,638,177 72,945 SH   SOLE 0 18,638,177 0 0
PAYPAL HOLDINGS COM 70450Y103   28,326,418 424,493 SH   SOLE 0 28,326,418 0 0
PEPSICO INC COM 713448108   53,821,783 290,583 SH   SOLE 0 53,821,783 0 0
PHILLIPS 66 COM 718546104   28,652,343 300,402 SH   SOLE 0 28,652,343 0 0
PROCTER & GAMBLE CO COM 742718109   40,160,267 264,665 SH   SOLE 0 40,160,267 0 0
REPUBLIC SERVICES INC COM 760759100   40,184,456 262,352 SH   SOLE 0 40,184,456 0 0
SALESFORCE INC COM 79466L302   38,443,827 181,974 SH   SOLE 0 38,443,827 0 0
SCHLUMBERGER NV COM STK 806857108   41,977,903 854,599 SH   SOLE 0 41,977,903 0 0
SYSCO CORP COM 871829107   13,013,270 175,381 SH   SOLE 0 13,013,270 0 0
TJX COMPANIES INC COM 872540109   29,848,200 352,025 SH   SOLE 0 29,848,200 0 0
T-MOBILE US COM 872590104   44,343,130 319,245 SH   SOLE 0 44,343,130 0 0
TARGA RESOURCES CORP COM 87612G101   23,310,191 306,310 SH   SOLE 0 23,310,191 0 0
TESLA INC COM 88160R101   60,313,379 230,406 SH   SOLE 0 60,313,379 0 0
THERMO FISHER SCIENTIFIC COM 883556102   34,794,986 66,689 SH   SOLE 0 34,794,986 0 0
UNION PACIFIC CORPORATION COM 907818108   37,143,441 181,524 SH   SOLE 0 37,143,441 0 0
UNITEDHEALTH GROUP COM 91324P102   65,771,739 136,842 SH   SOLE 0 65,771,739 0 0
VERIZON COM 92343V104   41,622,490 1,119,185 SH   SOLE 0 41,622,490 0 0
VISA COM CL A 92826C839   30,682,653 129,201 SH   SOLE 0 30,682,653 0 0
WALMART INC COM 931142103   15,132,190 96,273 SH   SOLE 0 15,132,190 0 0
YUM! BRANDS INC. COM 988498101   45,234,220 326,483 SH   SOLE 0 45,234,220 0 0
ZOETIS CL A 98978V103   37,873,629 219,927 SH   SOLE 0 37,873,629 0 0
RESTAURANT BRANDS INTERNATIONAL INC COM 76131D103   20,091,246 259,175 SH   SOLE 0 20,091,246 0 0
BIONTECH SE SPONSORED ADS 09075V102   532,585 5,358 SH   SOLE 0 532,585 0 0
AT&T INC COM 00206R102   6,672,395 418,332 SH   SOLE 0 6,672,395 0 0
BOOKING HOLDINGS COM 09857L108   12,478,225 4,621 SH   SOLE 0 12,478,225 0 0
COCA COLA COM 191216100   11,898,749 197,588 SH   SOLE 0 11,898,749 0 0
DEERE AND COMPANY COM 244199105   8,936,465 22,055 SH   SOLE 0 8,936,465 0 0
GENERAL MILLS COM 370334104   8,568,847 111,719 SH   SOLE 0 8,568,847 0 0
ESTEE LAUDER CL A 518439104   6,839,523 34,828 SH   SOLE 0 6,839,523 0 0
RALPH LAUREN CORP CL A 751212101   4,856,540 39,388 SH   SOLE 0 4,856,540 0 0
SP GLOBAL COM 78409V104   10,988,796 27,411 SH   SOLE 0 10,988,796 0 0
STARBUCKS CORP COM 855244109   7,247,428 73,162 SH   SOLE 0 7,247,428 0 0
ALPHABET INC CAP STK CL C 02079K107   9,503,645 78,562 SH   SOLE 0 9,503,645 0 0
ABBVIE INC COM 00287Y109   160,194 1,189 SH   SOLE 0 160,194 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   91,311 968 SH   SOLE 0 91,311 0 0
HUMANA COM 444859102   63,940 143 SH   SOLE 0 63,940 0 0
METLIFE INC COM 59156R108   120,635 2,134 SH   SOLE 0 120,635 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   129,066 1,463 SH   SOLE 0 129,066 0 0
TAPESTRY INC COM 876030107   84,573 1,976 SH   SOLE 0 84,573 0 0
WELLTOWER OP LLC COM 95040Q104   1,240,529 15,336 SH   SOLE 0 1,240,529 0 0
AMBARELLA INC SHS G037AX101   83,503 998 SH   SOLE 0 83,503 0 0
CARETRUST REIT INC COM 14174T107   518,723 26,119 SH   SOLE 0 518,723 0 0
CROWN CASTLE INC COM 22822V101   288,040 2,528 SH   SOLE 0 288,040 0 0
DIGITAL REALTY TRUST COM 253868103   401,278 3,524 SH   SOLE 0 401,278 0 0
DOUGLAS EMMETT INC COM 25960P109   319,831 25,444 SH   SOLE 0 319,831 0 0
EQUITY LIFESTYLE PROPERTIES INC COM 29472R108   1,369,372 20,472 SH   SOLE 0 1,369,372 0 0
ESSEX PPTY TR INC COM 297178105   380,972 1,626 SH   SOLE 0 380,972 0 0
EXTRA SPACE STORAGE INC COM 30225T102   1,572,154 10,562 SH   SOLE 0 1,572,154 0 0
FEDERAL REALTY INVESTMENT TRUSTT SH BEN INT 313745101   694,325 7,175 SH   SOLE 0 694,325 0 0
INVITATION HOMES INC COM 46187W107   1,045,898 30,404 SH   SOLE 0 1,045,898 0 0
OMEGA HLTHCARE INVESTORS INC COM 681936100   529,679 17,259 SH   SOLE 0 529,679 0 0
PROLOGIS INC COM 74340W103   2,663,278 21,718 SH   SOLE 0 2,663,278 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101   289,641 21,439 SH   SOLE 0 289,641 0 0
REXFORD INDUSTRIAL REALTY INC COM 76169C100   1,366,075 26,160 SH   SOLE 0 1,366,075 0 0
SIMON PROP GRP INC COM 828806109   583,982 5,057 SH   SOLE 0 583,982 0 0
SUN COMMUNITIES INC COM 866674104   960,707 7,364 SH   SOLE 0 960,707 0 0
TERRENO RLTY CORP COM 88146M101   403,511 6,714 SH   SOLE 0 403,511 0 0
MICROSOFT CORP COM 594918104   6,059,569 17,794 SH   SOLE 0 6,059,569 0 0
BORGWARNER INC COM 099724106   3,799,818 77,690 SH   SOLE 0 3,799,818 0 0
WASTE MANAGEMENT COM 94106L109   3,715,177 21,423 SH   SOLE 0 3,715,177 0 0
XYLEM COM 98419M100   3,644,946 32,365 SH   SOLE 0 3,644,946 0 0
TEXAS INSTRS INC COM 882508104   2,232,608 12,402 SH   SOLE 0 2,232,608 0 0
ANALOG DEVICES INC COM 032654105   2,127,325 10,920 SH   SOLE 0 2,127,325 0 0
VMWARE INC CL A COM 928563402   2,003,326 13,942 SH   SOLE 0 2,003,326 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,976,028 33,055 SH   SOLE 0 1,976,028 0 0
AUTODESK INC COM 052769106   1,957,913 9,569 SH   SOLE 0 1,957,913 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,377,876 59,700 SH   SOLE 0 1,377,876 0 0
SYNAPTICS COM 87157D109   512,280 6,000 SH   SOLE 0 512,280 0 0