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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Allegion plc A G0176J109 459,166 3,186 SH SOLE 2,305 0 881
Amcor PLC A G0250X107 230,807 25,115 SH SOLE 25,115 0 0
Aon PLC A G0403H108 776,310 2,176 SH SOLE 1,056 0 1,120
Arch Capital Group Ltd A G0450A105 924,704 10,156 SH SOLE 5,209 0 4,947
Accenture PLC A G1151C101 5,458,927 18,264 SH SOLE 8,947 0 9,317
CRH PLC A G25508105 1,046,245 11,397 SH SOLE 6,600 0 4,797
Eaton Corp PLC A G29183103 2,604,599 7,296 SH SOLE 3,076 0 4,220
Everest Group Ltd A G3223R108 321,498 946 SH SOLE 696 0 250
Aptiv PLC A G3265R107 487,773 7,150 SH SOLE 5,250 0 1,900
Flutter Entertainment PLC A G3643J108 74,012 259 SH SOLE 259 0 0
Invesco Ltd A G491BT108 259,306 16,443 SH SOLE 16,443 0 0
Johnson Controls International A G51502105 3,429,059 32,466 SH SOLE 25,424 0 7,042
Linde PLC A G54950103 4,187,432 8,925 SH SOLE 3,994 0 4,931
Medtronic PLC A G5960L103 1,097,557 12,591 SH SOLE 4,273 0 8,318
Norwegian Cruise Line Holdings A G66721104 256,704 12,658 SH SOLE 12,658 0 0
Pentair PLC A G7S00T104 522,847 5,093 SH SOLE 3,538 0 1,555
Royalty Pharma PLC A G7709Q104 166,387 4,618 SH SOLE 2,068 0 2,550
Seagate Technology Holdings PL A G7997R103 781,836 5,417 SH SOLE 3,372 0 2,045
Smurfit WestRock PLC A G8267P108 517,196 11,986 SH SOLE 8,654 0 3,332
STERIS PLC A G8473T100 690,633 2,875 SH SOLE 1,585 0 1,290
TE Connectivity PLC A G87052109 1,856,382 11,006 SH SOLE 9,922 0 1,084
Trane Technologies PLC A G8994E103 2,412,754 5,516 SH SOLE 2,359 0 3,157
Willis Towers Watson PLC A G96629103 690,238 2,252 SH SOLE 1,532 0 720
XP Inc A G98239109 278,760 13,800 SH SOLE 13,800 0 0
Bunge Global SA A H11356104 439,613 5,476 SH SOLE 3,974 0 1,502
Chubb Ltd A H1467J104 696,487 2,404 SH SOLE 1,088 0 1,316
Garmin Ltd A H2906T109 784,370 3,758 SH SOLE 2,157 0 1,601
Spotify Technology SA A L8681T102 124,309 162 SH SOLE 162 0 0
Enlight Renewable Energy Ltd A M4056D110 357,552 4,680 SH SOLE 4,680 0 0
ASML Holding NV A N07059210 1,028,985 1,284 SH SOLE 1,284 0 0
CNH Industrial NV A N20944109 138,581 10,693 SH SOLE 4,776 0 5,917
Ferrari NV A N3167Y103 229,666 468 SH SOLE 468 0 0
LyondellBasell Industries NV A N53745100 530,692 9,172 SH SOLE 5,983 0 3,189
NXP Semiconductors NV A N6596X109 1,130,904 5,176 SH SOLE 2,550 0 2,626
Royal Caribbean Cruises Ltd A V7780T103 511,671 1,634 SH SOLE 1,634 0 0
AES Corp/The A 00130H105 225,770 21,461 SH SOLE 21,461 0 0
AT&T Inc A 00206R102 1,112,193 38,431 SH SOLE 13,422 0 25,009
AbbVie Inc A 00287Y109 1,830,584 9,862 SH SOLE 3,673 0 6,189
Acuity Inc A 00508Y102 37,889 127 SH SOLE 0 0 127
Adobe Inc A 00724F101 4,520,306 11,684 SH SOLE 5,838 0 5,846
Agilent Technologies Inc A 00846U101 850,144 7,204 SH SOLE 4,119 0 3,085
Akamai Technologies Inc A 00971T101 474,971 5,955 SH SOLE 4,008 0 1,947
Alnylam Pharmaceuticals Inc A 02043Q107 551,744 1,692 SH SOLE 791 0 901
Alphabet Inc A 02079K107 14,213,729 80,127 SH SOLE 46,013 0 34,114
Alphabet Inc A 02079K305 20,162,122 114,408 SH SOLE 57,278 0 57,130
Altria Group Inc A 02209S103 717,455 12,237 SH SOLE 7,285 0 4,952
American Homes 4 Rent A 02665T306 41,264 1,144 SH SOLE 0 0 1,144
American Tower Corp A 03027X100 2,080,019 9,411 SH SOLE 4,550 0 4,861
Cencora Inc A 03073E105 1,176,911 3,925 SH SOLE 2,112 0 1,813
Ameriprise Financial Inc A 03076C106 1,251,063 2,344 SH SOLE 1,385 0 959
ANSYS Inc A 03662Q105 839,416 2,390 SH SOLE 1,256 0 1,134
APA Corp A 03743Q108 227,308 12,428 SH SOLE 11,405 0 1,023
Apollo Global Management Inc A 03769M106 637,280 4,492 SH SOLE 3,321 0 1,171
Applied Industrial Technologie A 03820C105 30,916 133 SH SOLE 0 0 133
AppLovin Corp A 03831W108 70,366 201 SH SOLE 201 0 0
Assurant Inc A 04621X108 263,254 1,333 SH SOLE 1,163 0 170
AutoNation Inc A 05329W102 21,454 108 SH SOLE 0 0 108
Avantor Inc A 05352A100 112,714 8,374 SH SOLE 3,749 0 4,625
Axon Enterprise Inc A 05464C101 1,032,441 1,247 SH SOLE 747 0 500
AZEK Co Inc/The A 05478C105 28,642 527 SH SOLE 0 0 527
BCE Inc A 05534B760 151,423 5,066 SH SOLE 5,066 0 0
BWX Technologies Inc A 05605H100 41,633 289 SH SOLE 0 0 289
Baker Hughes Co A 05722G100 834,202 21,758 SH SOLE 13,151 0 8,607
BioMarin Pharmaceutical Inc A 09061G101 24,737 450 SH SOLE 0 0 450
Biogen Inc A 09062X103 587,636 4,679 SH SOLE 2,687 0 1,992
Bio-Techne Corp A 09073M104 264,710 5,145 SH SOLE 4,774 0 371
Blackstone Inc A 09260D107 296,318 1,981 SH SOLE 1,981 0 0
Blackrock Inc A 09290D101 2,791,005 2,660 SH SOLE 1,142 0 1,518
Booking Holdings Inc A 09857L108 3,126,190 540 SH SOLE 312 0 228
BXP Inc A 101121101 367,037 5,440 SH SOLE 4,455 0 985
Boston Scientific Corp A 101137107 1,415,449 13,178 SH SOLE 4,537 0 8,641
Bright Horizons Family Solutio A 109194100 20,763 168 SH SOLE 0 0 168
Bristol-Myers Squibb Co A 110122108 2,260,248 48,828 SH SOLE 27,595 0 21,233
Broadridge Financial Solutions A 11133T103 721,070 2,967 SH SOLE 1,730 0 1,237
Broadcom Inc A 11135F101 13,473,221 48,878 SH SOLE 18,636 0 30,242
Brown & Brown Inc A 115236101 418,645 3,776 SH SOLE 2,370 0 1,406
Brown-Forman Corp A 115637209 256,910 9,547 SH SOLE 9,120 0 427
Builders FirstSource Inc A 12008R107 301,060 2,580 SH SOLE 2,246 0 334
Burlington Stores Inc A 122017106 190,997 821 SH SOLE 376 0 445
Cboe Global Markets Inc A 12503M108 1,206,862 5,175 SH SOLE 4,148 0 1,027
CBRE Group Inc A 12504L109 2,068,592 14,763 SH SOLE 10,805 0 3,958
CDW Corp/DE A 12514G108 254,134 1,423 SH SOLE 1,423 0 0
CF Industries Holdings Inc A 125269100 281,888 3,064 SH SOLE 2,581 0 483
CH Robinson Worldwide Inc A 12541W209 404,813 4,219 SH SOLE 3,177 0 1,042
Cigna Group/The A 125523100 2,142,158 6,480 SH SOLE 3,027 0 3,453
CME Group Inc A 12572Q105 674,167 2,446 SH SOLE 1,600 0 846
CMS Energy Corp A 125896100 544,472 7,859 SH SOLE 5,196 0 2,663
CSX Corp A 126408103 1,355,222 41,533 SH SOLE 22,090 0 19,443
CVS Health Corp A 126650100 722,566 10,475 SH SOLE 6,036 0 4,439
Coterra Energy Inc A 127097103 293,723 11,573 SH SOLE 11,573 0 0
CACI International Inc A 127190304 25,265 53 SH SOLE 0 0 53
Cadence Design Systems Inc A 127387108 3,082,116 10,002 SH SOLE 7,154 0 2,848
Caesars Entertainment Inc A 12769G100 239,356 8,431 SH SOLE 8,431 0 0
Camden Property Trust A 133131102 276,203 2,451 SH SOLE 2,073 0 378
The Campbell's Company A 134429109 318,607 10,395 SH SOLE 8,670 0 1,725
Canadian National Railway Co A 136375102 670,571 4,734 SH SOLE 4,734 0 0
Canadian Pacific Kansas City L A 13646K108 966,759 9,004 SH SOLE 9,004 0 0
Capital One Financial Corp A 14040H105 2,662,691 12,515 SH SOLE 5,287 0 7,228
Cardinal Health Inc A 14149Y108 480,480 2,860 SH SOLE 1,940 0 920
CarMax Inc A 143130102 254,726 3,790 SH SOLE 3,790 0 0
Carnival Corp A 143658300 507,566 18,050 SH SOLE 18,050 0 0
Carrier Global Corp A 14448C104 1,300,001 17,762 SH SOLE 9,420 0 8,342
Carvana Co A 146869102 82,555 245 SH SOLE 245 0 0
Casey's General Stores Inc A 147528103 71,438 140 SH SOLE 4 0 136
Caterpillar Inc A 149123101 3,590,943 9,250 SH SOLE 4,239 0 5,011
Centene Corp A 15135B101 378,820 6,979 SH SOLE 5,101 0 1,878
CenterPoint Energy Inc A 15189T107 347,156 9,449 SH SOLE 6,878 0 2,571
Dayforce Inc A 15677J108 246,929 4,458 SH SOLE 4,458 0 0
Charles River Laboratories Int A 159864107 270,079 1,780 SH SOLE 1,636 0 144
Charter Communications Inc A 16119P108 959,477 2,347 SH SOLE 1,323 0 1,024
Cheniere Energy Inc A 16411R208 723,254 2,970 SH SOLE 1,368 0 1,602
Expand Energy Corp A 165167735 275,277 2,354 SH SOLE 2,354 0 0
Chevron Corp A 166764100 722,966 5,049 SH SOLE 5,049 0 0
Chipotle Mexican Grill Inc A 169656105 427,526 7,614 SH SOLE 7,614 0 0
Chunghwa Telecom Co Ltd A 17133Q502 189,470 4,065 SH SOLE 4,065 0 0
Church & Dwight Co Inc A 171340102 602,610 6,270 SH SOLE 3,762 0 2,508
Cincinnati Financial Corp A 172062101 406,552 2,730 SH SOLE 1,848 0 882
Cisco Systems Inc A 17275R102 1,731,725 24,960 SH SOLE 10,605 0 14,355
Cintas Corp A 172908105 1,757,553 7,886 SH SOLE 4,039 0 3,847
Citigroup Inc A 172967424 929,085 10,915 SH SOLE 4,184 0 6,731
Citizens Financial Group Inc A 174610105 582,421 13,015 SH SOLE 8,806 0 4,209
Clean Harbors Inc A 184496107 33,059 143 SH SOLE 0 0 143
Clorox Co/The A 189054109 533,351 4,442 SH SOLE 2,787 0 1,655
Cloudflare Inc A 18915M107 23,108 118 SH SOLE 118 0 0
Coca-Cola Co/The A 191216100 6,207,181 87,734 SH SOLE 59,169 0 28,565
Cognizant Technology Solutions A 192446102 961,954 12,328 SH SOLE 10,628 0 1,700
Coinbase Global Inc A 19260Q107 572,000 1,632 SH SOLE 1,632 0 0
Colgate-Palmolive Co A 194162103 1,499,577 16,497 SH SOLE 8,268 0 8,229
Comfort Systems USA Inc A 199908104 57,911 108 SH SOLE 4 0 104
Comcast Corp A 20030N101 3,919,155 109,811 SH SOLE 58,155 0 51,656
Commerce Bancshares Inc/MO A 200525103 28,039 451 SH SOLE 0 0 451
Commercial Metals Co A 201723103 21,520 440 SH SOLE 0 0 440
Commvault Systems Inc A 204166102 22,489 129 SH SOLE 0 0 129
Conagra Brands Inc A 205887102 369,422 18,047 SH SOLE 13,587 0 4,460
ConocoPhillips A 20825C104 1,609,846 17,939 SH SOLE 17,939 0 0
Consolidated Edison Inc A 209115104 1,872,531 18,660 SH SOLE 15,072 0 3,588
Constellation Brands Inc A 21036P108 273,628 1,682 SH SOLE 1,682 0 0
Constellation Energy Corp A 21037T109 1,699,331 5,265 SH SOLE 4,169 0 1,096
Cooper Cos Inc/The A 216648501 470,652 6,614 SH SOLE 4,549 0 2,065
Copart Inc A 217204106 762,057 15,530 SH SOLE 9,754 0 5,776
Core & Main Inc A 21874C102 26,916 446 SH SOLE 0 0 446
Corning Inc A 219350105 478,674 9,102 SH SOLE 6,384 0 2,718
Corpay Inc A 219948106 228,624 689 SH SOLE 689 0 0
Corteva Inc A 22052L104 329,795 4,425 SH SOLE 4,425 0 0
Costco Wholesale Corp A 22160K105 1,218,616 1,231 SH SOLE 1,231 0 0
CoStar Group Inc A 22160N109 308,012 3,831 SH SOLE 3,831 0 0
Coupang Inc A 22266T109 688,391 22,977 SH SOLE 22,977 0 0
Crane Co A 224408104 21,837 115 SH SOLE 0 0 115
Crocs Inc A 227046109 20,762 205 SH SOLE 0 0 205
Crowdstrike Holdings Inc A 22788C105 723,220 1,420 SH SOLE 596 0 824
Crown Castle Inc A 22822V101 1,050,825 10,229 SH SOLE 5,742 0 4,487
CubeSmart A 229663109 22,823 537 SH SOLE 0 0 537
Cummins Inc A 231021106 1,075,838 3,285 SH SOLE 1,872 0 1,413
DR Horton Inc A 23331A109 1,041,803 8,081 SH SOLE 4,361 0 3,720
DTE Energy Co A 233331107 426,256 3,218 SH SOLE 1,940 0 1,278
DT Midstream Inc A 23345M107 26,159 238 SH SOLE 0 0 238
Danaher Corp A 235851102 3,472,556 17,579 SH SOLE 8,838 0 8,741
Darden Restaurants Inc A 237194105 617,073 2,831 SH SOLE 2,019 0 812
Datadog Inc A 23804L103 80,732 601 SH SOLE 120 0 481
DaVita Inc A 23918K108 345,014 2,422 SH SOLE 2,085 0 337
Deckers Outdoor Corp A 243537107 550,085 5,337 SH SOLE 3,191 0 2,146
Deere & Co A 244199105 2,584,655 5,083 SH SOLE 2,409 0 2,674
Dell Technologies Inc A 24703L202 301,596 2,460 SH SOLE 2,460 0 0
Delta Air Lines Inc A 247361702 1,007,059 20,477 SH SOLE 19,428 0 1,049
Devon Energy Corp A 25179M103 327,134 10,284 SH SOLE 8,840 0 1,444
Dexcom Inc A 252131107 815,201 9,339 SH SOLE 5,286 0 4,053
Diageo PLC A 25243Q205 949,812 9,419 SH SOLE 9,419 0 0
Diamondback Energy Inc A 25278X109 286,891 2,088 SH SOLE 2,088 0 0
Dick's Sporting Goods Inc A 253393102 180,996 915 SH SOLE 324 0 591
Digital Realty Trust Inc A 253868103 1,228,852 7,049 SH SOLE 4,035 0 3,014
Walt Disney Co/The A 254687106 4,338,738 34,987 SH SOLE 16,056 0 18,931
Dr Reddy's Laboratories Ltd A 256135203 1,393,266 92,699 SH SOLE 92,699 0 0
Docusign Inc A 256163106 244,730 3,142 SH SOLE 1,156 0 1,986
Dollar General Corp A 256677105 774,810 6,774 SH SOLE 4,480 0 2,294
Dollar Tree Inc A 256746108 437,262 4,415 SH SOLE 3,691 0 724
Dominion Energy Inc A 25746U109 645,232 11,416 SH SOLE 6,368 0 5,048
Domino's Pizza Inc A 25754A201 331,191 735 SH SOLE 647 0 88
DoorDash Inc A 25809K105 530,243 2,151 SH SOLE 2,151 0 0
Dover Corp A 260003108 691,876 3,776 SH SOLE 2,560 0 1,216
Dow Inc A 260557103 316,436 11,950 SH SOLE 9,507 0 2,443
DraftKings Inc A 26142V105 93,886 2,189 SH SOLE 2,189 0 0
Duke Energy Corp A 26441C204 893,614 7,573 SH SOLE 3,061 0 4,512
DuPont de Nemours Inc A 26614N102 404,818 5,902 SH SOLE 4,444 0 1,458
EOG Resources Inc A 26875P101 398,660 3,333 SH SOLE 3,333 0 0
EQT Corp A 26884L109 344,555 5,908 SH SOLE 4,800 0 1,108
East West Bancorp Inc A 27579R104 40,796 404 SH SOLE 0 0 404
EastGroup Properties Inc A 277276101 20,556 123 SH SOLE 0 0 123
Eastman Chemical Co A 277432100 248,991 3,335 SH SOLE 3,065 0 270
eBay Inc A 278642103 1,136,706 15,266 SH SOLE 8,566 0 6,700
Ecolab Inc A 278865100 1,644,392 6,103 SH SOLE 3,001 0 3,102
Edison International A 281020107 575,908 11,161 SH SOLE 7,176 0 3,985
Edwards Lifesciences Corp A 28176E108 1,198,177 15,320 SH SOLE 7,716 0 7,604
Electronic Arts Inc A 285512109 939,355 5,882 SH SOLE 3,287 0 2,595
EMCOR Group Inc A 29084Q100 309,166 578 SH SOLE 260 0 318
Emerson Electric Co A 291011104 463,722 3,478 SH SOLE 3,478 0 0
Enphase Energy Inc A 29355A107 214,744 5,416 SH SOLE 5,416 0 0
Entergy Corp A 29364G103 378,445 4,553 SH SOLE 3,111 0 1,442
EPAM Systems Inc A 29414B104 286,979 1,623 SH SOLE 1,265 0 358
Equifax Inc A 294429105 471,535 1,818 SH SOLE 1,156 0 662
Equinix Inc A 29444U700 1,520,939 1,912 SH SOLE 932 0 980
Equitable Holdings Inc A 29452E101 249,926 4,455 SH SOLE 2,072 0 2,383
Equity LifeStyle Properties In A 29472R108 37,804 613 SH SOLE 0 0 613
Equity Residential A 29476L107 292,367 4,332 SH SOLE 3,608 0 724
Erie Indemnity Co A 29530P102 242,406 699 SH SOLE 699 0 0
Essential Utilities Inc A 29670G102 113,351 3,052 SH SOLE 1,387 0 1,665
Essex Property Trust Inc A 297178105 258,461 912 SH SOLE 912 0 0
Evergy Inc A 30034W106 282,613 4,100 SH SOLE 3,559 0 541
Eversource Energy A 30040W108 647,970 10,185 SH SOLE 6,544 0 3,641
Exelon Corp A 30161N101 984,331 22,670 SH SOLE 12,357 0 10,313
Exelixis Inc A 30161Q104 32,660 741 SH SOLE 0 0 741
Expedia Group Inc A 30212P303 1,212,641 7,189 SH SOLE 7,189 0 0
Expeditors International of Wa A 302130109 500,986 4,385 SH SOLE 2,925 0 1,460
Extra Space Storage Inc A 30225T102 372,286 2,525 SH SOLE 2,007 0 518
Exxon Mobil Corp A 30231G102 412,982 3,831 SH SOLE 3,831 0 0
Meta Platforms Inc A 30303M102 1,036,278 1,404 SH SOLE 1,404 0 0
FactSet Research Systems Inc A 303075105 511,688 1,144 SH SOLE 766 0 378
Fair Isaac Corp A 303250104 1,126,023 616 SH SOLE 302 0 314
Fastenal Co A 311900104 545,118 12,979 SH SOLE 8,963 0 4,016
Federal Realty Investment Trus A 313745101 279,746 2,945 SH SOLE 2,553 0 392
FedEx Corp A 31428X106 347,330 1,528 SH SOLE 1,528 0 0
Ferguson Enterprises Inc A 31488V107 816,127 3,748 SH SOLE 1,887 0 1,861
F5 Inc A 315616102 249,583 848 SH SOLE 848 0 0
Fidelity National Information A 31620M106 922,782 11,335 SH SOLE 7,329 0 4,006
Fifth Third Bancorp A 316773100 361,368 8,786 SH SOLE 6,419 0 2,367
First Solar Inc A 336433107 559,029 3,377 SH SOLE 2,063 0 1,314
Fiserv Inc A 337738108 1,972,198 11,439 SH SOLE 5,389 0 6,050
FirstEnergy Corp A 337932107 328,602 8,162 SH SOLE 6,370 0 1,792
Five Below Inc A 33829M101 21,120 161 SH SOLE 0 0 161
Ford Motor Co A 345370860 432,893 39,898 SH SOLE 26,109 0 13,789
Fortinet Inc A 34959E109 1,594,046 15,078 SH SOLE 15,078 0 0
Fortive Corp A 34959J108 526,304 10,096 SH SOLE 5,514 0 4,582
Fortune Brands Innovations Inc A 34964C106 28,571 555 SH SOLE 0 0 555
Fox Corp A 35137L105 363,083 6,479 SH SOLE 4,757 0 1,722
Fox Corp A 35137L204 181,996 3,525 SH SOLE 2,696 0 829
Franklin Resources Inc A 354613101 278,091 11,660 SH SOLE 11,660 0 0
Freeport-McMoRan Inc A 35671D857 289,014 6,667 SH SOLE 6,667 0 0
GE HealthCare Technologies Inc A 36266G107 436,791 5,897 SH SOLE 3,273 0 2,624
Arthur J Gallagher & Co A 363576109 812,785 2,539 SH SOLE 1,167 0 1,372
Gaming and Leisure Properties A 36467J108 30,109 645 SH SOLE 0 0 645
Gartner Inc A 366651107 814,099 2,014 SH SOLE 1,073 0 941
GE Vernova Inc A 36828A101 2,179,040 4,118 SH SOLE 4,118 0 0
Generac Holdings Inc A 368736104 255,916 1,787 SH SOLE 1,787 0 0
General Dynamics Corp A 369550108 314,118 1,077 SH SOLE 1,077 0 0
General Electric Co A 369604301 4,831,210 18,770 SH SOLE 7,464 0 11,306
General Mills Inc A 370334104 739,950 14,282 SH SOLE 8,382 0 5,900
General Motors Co A 37045V100 778,945 15,829 SH SOLE 11,836 0 3,993
Genuine Parts Co A 372460105 569,793 4,697 SH SOLE 3,735 0 962
Gilead Sciences Inc A 375558103 3,277,206 29,559 SH SOLE 16,683 0 12,876
GSK PLC A 37733W204 794,995 20,703 SH SOLE 20,703 0 0
Global Payments Inc A 37940X102 265,733 3,320 SH SOLE 3,320 0 0
Globe Life Inc A 37959E102 262,376 2,111 SH SOLE 1,915 0 196
GoDaddy Inc A 380237107 339,593 1,886 SH SOLE 1,393 0 493
Goldman Sachs Group Inc/The A 38141G104 984,480 1,391 SH SOLE 1,391 0 0
Graco Inc A 384109104 225,499 2,623 SH SOLE 936 0 1,687
WW Grainger Inc A 384802104 2,239,637 2,153 SH SOLE 1,541 0 612
HF Sinclair Corp A 403949100 23,210 565 SH SOLE 0 0 565
HCA Healthcare Inc A 40412C101 1,513,628 3,951 SH SOLE 1,967 0 1,984
HP Inc A 40434L105 613,457 25,080 SH SOLE 15,446 0 9,634
Halliburton Co A 406216101 996,582 48,900 SH SOLE 41,167 0 7,733
Hartford Insurance Group Inc/T A 416515104 980,198 7,726 SH SOLE 4,597 0 3,129
Hasbro Inc A 418056107 269,812 3,655 SH SOLE 3,655 0 0
Healthpeak Properties Inc A 42250P103 402,187 22,969 SH SOLE 18,038 0 4,931
Jack Henry & Associates Inc A 426281101 291,875 1,620 SH SOLE 1,373 0 247
Hershey Co/The A 427866108 388,655 2,342 SH SOLE 1,799 0 543
Hess Corp A 42809H107 356,741 2,575 SH SOLE 2,575 0 0
Hewlett Packard Enterprise Co A 42824C109 786,425 38,456 SH SOLE 21,793 0 16,663
Hilton Worldwide Holdings Inc A 43300A203 1,549,300 5,817 SH SOLE 3,231 0 2,586
Hologic Inc A 436440101 550,016 8,441 SH SOLE 5,252 0 3,189
Home Depot Inc/The A 437076102 6,229,947 16,992 SH SOLE 6,737 0 10,255
Honeywell International Inc A 438516106 334,649 1,437 SH SOLE 1,437 0 0
Hormel Foods Corp A 440452100 371,803 12,291 SH SOLE 9,419 0 2,872
Host Hotels & Resorts Inc A 44107P104 272,302 17,728 SH SOLE 15,438 0 2,290
Howmet Aerospace Inc A 443201108 467,000 2,509 SH SOLE 2,509 0 0
Hubbell Inc A 443510607 722,886 1,770 SH SOLE 967 0 803
HubSpot Inc A 443573100 445,304 800 SH SOLE 290 0 510
Humana Inc A 444859102 810,451 3,315 SH SOLE 1,754 0 1,561
JB Hunt Transport Services Inc A 445658107 456,361 3,178 SH SOLE 2,425 0 753
Huntington Bancshares Inc/OH A 446150104 682,802 40,740 SH SOLE 22,954 0 17,786
Huntington Ingalls Industries A 446413106 263,916 1,093 SH SOLE 1,093 0 0
ITT Inc A 45073V108 36,071 230 SH SOLE 0 0 230
IDEX Corp A 45167R104 448,230 2,553 SH SOLE 1,769 0 784
IDEXX Laboratories Inc A 45168D104 1,135,432 2,117 SH SOLE 1,044 0 1,073
Illinois Tool Works Inc A 452308109 1,514,159 6,124 SH SOLE 3,098 0 3,026
Incyte Corp A 45337C102 421,743 6,193 SH SOLE 4,496 0 1,697
ING Groep NV A 456837103 36,807 1,683 SH SOLE 1,683 0 0
Ingersoll Rand Inc A 45687V106 948,335 11,401 SH SOLE 6,270 0 5,131
Insulet Corp A 45784P101 606,367 1,930 SH SOLE 1,241 0 689
Intel Corp A 458140100 1,898,109 84,737 SH SOLE 39,502 0 45,235
Interactive Brokers Group Inc A 45841N107 127,000 2,292 SH SOLE 2,292 0 0
Intercontinental Exchange Inc A 45866F104 2,173,202 11,845 SH SOLE 6,217 0 5,628
IBM A 459200101 6,181,537 20,970 SH SOLE 11,308 0 9,662
IFF A 459506101 551,625 7,500 SH SOLE 4,874 0 2,626
International Paper Co A 460146103 596,661 12,741 SH SOLE 8,117 0 4,624
Interpublic Group of Cos Inc/T A 460690100 276,795 11,307 SH SOLE 10,434 0 873
Intuitive Surgical Inc A 46120E602 2,648,037 4,873 SH SOLE 2,562 0 2,311
Intuit Inc A 461202103 6,623,968 8,410 SH SOLE 4,458 0 3,952
Invitation Homes Inc A 46187W107 557,239 16,989 SH SOLE 15,373 0 1,616
IQVIA Holdings Inc A 46266C105 718,768 4,561 SH SOLE 2,722 0 1,839
Iron Mountain Inc A 46284V101 859,024 8,375 SH SOLE 4,479 0 3,896
iShares MSCI Turkey ETF A 464286715 24,582 762 SH SOLE 762 0 0
iShares MSCI India ETF A 46429B598 1,672,906 30,045 SH SOLE 30,045 0 0
iShares MSCI China ETF A 46429B671 368,178 6,682 SH SOLE 6,682 0 0
iShares MSCI Taiwan ETF A 46434G772 1,384,890 24,127 SH SOLE 24,127 0 0
iShares MSCI UAE ETF A 46434V761 269,493 14,396 SH SOLE 14,396 0 0
JPMorgan Chase & Co A 46625H100 590,257 2,036 SH SOLE 2,036 0 0
Jabil Inc A 466313103 305,558 1,401 SH SOLE 1,401 0 0
Jacobs Solutions Inc A 46982L108 352,549 2,682 SH SOLE 1,885 0 797
Johnson & Johnson A 478160104 7,567,541 49,542 SH SOLE 24,272 0 25,270
Jones Lang LaSalle Inc A 48020Q107 34,786 136 SH SOLE 0 0 136
Juniper Networks Inc A 48203R104 417,388 10,453 SH SOLE 8,233 0 2,220
KLA Corp A 482480100 857,223 957 SH SOLE 481 0 476
KKR & Co Inc A 48251W104 326,190 2,452 SH SOLE 2,452 0 0
Kellanova A 487836108 650,078 8,174 SH SOLE 4,783 0 3,391
Kenvue Inc A 49177J102 1,008,617 48,190 SH SOLE 22,648 0 25,542
Keurig Dr Pepper Inc A 49271V100 868,751 26,278 SH SOLE 14,699 0 11,579
KeyCorp A 493267108 457,083 26,239 SH SOLE 19,919 0 6,320
Keysight Technologies Inc A 49338L103 2,621,760 16,000 SH SOLE 14,162 0 1,838
Kimberly-Clark Corp A 494368103 999,775 7,755 SH SOLE 4,265 0 3,490
Kimco Realty Corp A 49446R109 228,403 10,866 SH SOLE 10,866 0 0
Kinder Morgan Inc A 49456B101 553,337 18,821 SH SOLE 12,957 0 5,864
Kinsale Capital Group Inc A 49714P108 31,454 65 SH SOLE 0 0 65
Kraft Heinz Co/The A 500754106 351,565 13,616 SH SOLE 10,331 0 3,285
Kroger Co/The A 501044101 1,166,545 16,263 SH SOLE 9,264 0 6,999
LKQ Corp A 501889208 379,501 10,254 SH SOLE 7,719 0 2,535
LPL Financial Holdings Inc A 50212V100 362,971 968 SH SOLE 440 0 528
L3Harris Technologies Inc A 502431109 280,188 1,117 SH SOLE 1,117 0 0
Labcorp Holdings Inc A 504922105 639,737 2,437 SH SOLE 1,538 0 899
Lam Research Corp A 512807306 4,702,982 48,315 SH SOLE 29,153 0 19,162
Lamb Weston Holdings Inc A 513272104 261,013 5,034 SH SOLE 4,641 0 393
Las Vegas Sands Corp A 517834107 264,976 6,090 SH SOLE 6,090 0 0
Estee Lauder Cos Inc/The A 518439104 630,321 7,801 SH SOLE 5,513 0 2,288
Leidos Holdings Inc A 525327102 247,999 1,572 SH SOLE 1,572 0 0
Lennar Corp A 526057104 453,280 4,098 SH SOLE 2,843 0 1,255
Lennox International Inc A 526107107 484,961 846 SH SOLE 629 0 217
Eli Lilly & Co A 532457108 12,120,912 15,549 SH SOLE 7,180 0 8,369
Lincoln Electric Holdings Inc A 533900106 40,220 194 SH SOLE 0 0 194
Lithia Motors Inc A 536797103 20,945 62 SH SOLE 0 0 62
Live Nation Entertainment Inc A 538034109 475,019 3,140 SH SOLE 2,583 0 557
Lloyds Banking Group PLC A 539439109 28,845 6,787 SH SOLE 6,787 0 0
Lockheed Martin Corp A 539830109 282,052 609 SH SOLE 609 0 0
Loews Corp A 540424108 333,184 3,635 SH SOLE 2,990 0 645
Lowe's Cos Inc A 548661107 2,711,695 12,222 SH SOLE 4,585 0 7,637
Lululemon Athletica Inc A 550021109 788,290 3,318 SH SOLE 2,102 0 1,216
M&T Bank Corp A 55261F104 456,652 2,354 SH SOLE 1,290 0 1,064
MGM Resorts International A 552953101 246,886 7,179 SH SOLE 7,179 0 0
MSCI Inc A 55354G100 295,868 513 SH SOLE 513 0 0
Manhattan Associates Inc A 562750109 35,150 178 SH SOLE 0 0 178
Manulife Financial Corp A 56501R106 22,222 507 SH SOLE 507 0 0
Marathon Petroleum Corp A 56585A102 1,019,085 6,135 SH SOLE 3,688 0 2,447
MarketAxess Holdings Inc A 57060D108 265,328 1,188 SH SOLE 1,077 0 111
Marsh & McLennan Cos Inc A 571748102 2,161,475 9,886 SH SOLE 4,755 0 5,131
Marriott International Inc/MD A 571903202 2,782,371 10,184 SH SOLE 9,354 0 830
Martin Marietta Materials Inc A 573284106 738,351 1,345 SH SOLE 920 0 425
Marvell Technology Inc A 573874104 853,877 11,032 SH SOLE 5,014 0 6,018
Masco Corp A 574599106 359,258 5,582 SH SOLE 5,071 0 511
Mastercard Inc A 57636Q104 9,835,074 17,502 SH SOLE 8,929 0 8,573
Match Group Inc A 57667L107 243,568 7,885 SH SOLE 7,885 0 0
McCormick & Co Inc/MD A 579780206 654,857 8,637 SH SOLE 5,044 0 3,593
McDonald's Corp A 580135101 3,139,367 10,745 SH SOLE 5,879 0 4,866
McKesson Corp A 58155Q103 763,557 1,042 SH SOLE 563 0 479
MercadoLibre Inc A 58733R102 2,631,925 1,007 SH SOLE 694 0 313
Merck & Co Inc A 58933Y105 3,732,394 47,150 SH SOLE 20,979 0 26,171
MetLife Inc A 59156R108 2,439,943 30,340 SH SOLE 28,247 0 2,093
Mettler-Toledo International I A 592688105 656,668 559 SH SOLE 332 0 227
Microsoft Corp A 594918104 70,327,805 141,388 SH SOLE 66,045 0 75,343
MicroStrategy Inc A 594972408 50,933 126 SH SOLE 126 0 0
Microchip Technology Inc A 595017104 314,976 4,476 SH SOLE 4,476 0 0
Micron Technology Inc A 595112103 2,392,529 19,412 SH SOLE 12,229 0 7,183
Mid-America Apartment Communit A 59522J103 282,699 1,910 SH SOLE 1,567 0 343
Moderna Inc A 60770K107 279,238 10,121 SH SOLE 8,933 0 1,188
Mohawk Industries Inc A 608190104 248,785 2,373 SH SOLE 2,373 0 0
Molina Healthcare Inc A 60855R100 523,708 1,758 SH SOLE 1,149 0 609
Molson Coors Beverage Co A 60871R209 259,157 5,389 SH SOLE 4,868 0 521
Mondelez International Inc A 609207105 416,240 6,172 SH SOLE 6,172 0 0
MongoDB Inc A 60937P106 67,407 321 SH SOLE 83 0 238
Monolithic Power Systems Inc A 609839105 534,639 731 SH SOLE 339 0 392
Monster Beverage Corp A 61174X109 996,978 15,916 SH SOLE 8,953 0 6,963
Moody's Corp A 615369105 1,681,330 3,352 SH SOLE 1,667 0 1,685
Morgan Stanley A 617446448 5,322,254 37,784 SH SOLE 29,436 0 8,348
Morningstar Inc A 617700109 29,195 93 SH SOLE 0 0 93
Mosaic Co/The A 61945C103 256,272 7,025 SH SOLE 7,025 0 0
Motorola Solutions Inc A 620076307 752,203 1,789 SH SOLE 805 0 984
Murphy USA Inc A 626755102 29,696 73 SH SOLE 0 0 73
NRG Energy Inc A 629377508 664,319 4,137 SH SOLE 2,778 0 1,359
NVR Inc A 62944T105 553,925 75 SH SOLE 52 0 23
Nasdaq Inc A 631103108 1,107,467 12,385 SH SOLE 6,996 0 5,389
Natera Inc A 632307104 52,709 312 SH SOLE 11 0 301
National Grid PLC A 636274409 34,675 466 SH SOLE 466 0 0
NNN REIT Inc A 637417106 32,342 749 SH SOLE 0 0 749
NetApp Inc A 64110D104 687,354 6,451 SH SOLE 3,801 0 2,650
Netflix Inc A 64110L106 3,256,764 2,432 SH SOLE 914 0 1,518
Neurocrine Biosciences Inc A 64125C109 194,820 1,550 SH SOLE 542 0 1,008
Newmont Corp A 651639106 1,141,372 19,591 SH SOLE 11,641 0 7,950
News Corp A 65249B109 184,472 6,207 SH SOLE 6,207 0 0
News Corp A 65249B208 80,354 2,342 SH SOLE 2,342 0 0
NextEra Energy Inc A 65339F101 1,300,237 18,730 SH SOLE 6,787 0 11,943
NIKE Inc A 654106103 1,019,992 14,358 SH SOLE 10,109 0 4,249
NiSource Inc A 65473P105 516,191 12,796 SH SOLE 8,591 0 4,205
Nokia Oyj A 654902204 583,921 112,726 SH SOLE 112,726 0 0
Nordson Corp A 655663102 228,090 1,064 SH SOLE 1,064 0 0
Norfolk Southern Corp A 655844108 593,594 2,319 SH SOLE 1,520 0 799
Northern Trust Corp A 665859104 616,960 4,866 SH SOLE 3,448 0 1,418
Northrop Grumman Corp A 666807102 302,488 605 SH SOLE 605 0 0
Gen Digital Inc A 668771108 250,165 8,509 SH SOLE 8,509 0 0
Novartis AG A 66987V109 1,432,395 11,837 SH SOLE 11,837 0 0
Novo Nordisk A/S A 670100205 526,416 7,627 SH SOLE 7,627 0 0
Nucor Corp A 670346105 799,521 6,172 SH SOLE 3,667 0 2,505
Nutanix Inc A 67059N108 45,405 594 SH SOLE 0 0 594
NVIDIA Corp A 67066G104 75,519,694 478,003 SH SOLE 227,495 0 250,508
OGE Energy Corp A 670837103 21,036 474 SH SOLE 0 0 474
O'Reilly Automotive Inc A 67103H107 1,703,547 18,901 SH SOLE 9,836 0 9,065
Occidental Petroleum Corp A 674599105 237,272 5,648 SH SOLE 5,648 0 0
Okta Inc A 679295105 50,385 504 SH SOLE 18 0 486
Old Dominion Freight Line Inc A 679580100 655,692 4,040 SH SOLE 2,689 0 1,351
Old Republic International Cor A 680223104 21,219 552 SH SOLE 0 0 552
Omnicom Group Inc A 681919106 423,295 5,884 SH SOLE 4,518 0 1,366
Omega Healthcare Investors Inc A 681936100 24,262 662 SH SOLE 0 0 662
ON Semiconductor Corp A 682189105 356,074 6,794 SH SOLE 5,267 0 1,527
ONEOK Inc A 682680103 1,042,170 12,767 SH SOLE 7,237 0 5,530
Oracle Corp A 68389X105 2,076,548 9,498 SH SOLE 3,766 0 5,732
Oshkosh Corp A 688239201 27,817 245 SH SOLE 0 0 245
Otis Worldwide Corp A 68902V107 479,851 4,846 SH SOLE 3,417 0 1,429
Owens Corning A 690742101 187,165 1,361 SH SOLE 522 0 839
PG&E Corp A 69331C108 285,993 20,516 SH SOLE 20,516 0 0
PNC Financial Services Group I A 693475105 1,674,797 8,984 SH SOLE 3,994 0 4,990
PPG Industries Inc A 693506107 688,301 6,051 SH SOLE 3,913 0 2,138
PPL Corp A 69351T106 324,734 9,582 SH SOLE 6,998 0 2,584
PTC Inc A 69370C100 505,818 2,935 SH SOLE 2,147 0 788
PACCAR Inc A 693718108 354,384 3,728 SH SOLE 3,728 0 0
Packaging Corp of America A 695156109 304,912 1,618 SH SOLE 1,407 0 211
Palantir Technologies Inc A 69608A108 798,563 5,858 SH SOLE 5,858 0 0
Palo Alto Networks Inc A 697435105 3,017,621 14,746 SH SOLE 6,093 0 8,653
Parker-Hannifin Corp A 701094104 773,905 1,108 SH SOLE 655 0 453
Paycom Software Inc A 70432V102 280,688 1,213 SH SOLE 1,060 0 153
Paychex Inc A 704326107 855,450 5,881 SH SOLE 3,644 0 2,237
PayPal Holdings Inc A 70450Y103 1,540,059 20,722 SH SOLE 10,499 0 10,223
PepsiCo Inc A 713448108 2,767,558 20,960 SH SOLE 11,632 0 9,328
Performance Food Group Co A 71377A103 40,674 465 SH SOLE 0 0 465
Revvity Inc A 714046109 393,747 4,071 SH SOLE 3,239 0 832
Pfizer Inc A 717081103 1,471,756 60,716 SH SOLE 40,806 0 19,910
Philip Morris International In A 718172109 776,056 4,261 SH SOLE 4,261 0 0
Phillips 66 A 718546104 896,301 7,513 SH SOLE 4,579 0 2,934
Pinnacle West Capital Corp A 723484101 271,094 3,030 SH SOLE 2,750 0 280
Pinterest Inc A 72352L106 317,755 8,861 SH SOLE 8,861 0 0
Planet Fitness Inc A 72703H101 26,826 246 SH SOLE 0 0 246
Pool Corp A 73278L105 417,982 1,434 SH SOLE 1,041 0 393
Portland General Electric Co A 736508847 20,884 514 SH SOLE 0 0 514
T Rowe Price Group Inc A 74144T108 709,661 7,354 SH SOLE 5,170 0 2,184
Primerica Inc A 74164M108 31,746 116 SH SOLE 0 0 116
Principal Financial Group Inc A 74251V102 1,493,522 18,803 SH SOLE 16,401 0 2,402
Procter & Gamble Co/The A 742718109 8,107,476 50,888 SH SOLE 26,568 0 24,320
Procore Technologies Inc A 74275K108 25,384 371 SH SOLE 0 0 371
Progressive Corp/The A 743315103 3,534,027 13,243 SH SOLE 5,444 0 7,799
Prologis Inc A 74340W103 1,960,068 18,646 SH SOLE 9,007 0 9,639
Prudential Financial Inc A 744320102 1,046,788 9,743 SH SOLE 5,983 0 3,760
Public Service Enterprise Grou A 744573106 453,309 5,385 SH SOLE 3,643 0 1,742
Public Storage A 74460D109 409,908 1,397 SH SOLE 1,029 0 368
PulteGroup Inc A 745867101 699,305 6,631 SH SOLE 4,382 0 2,249
Qorvo Inc A 74736K101 27,596 325 SH SOLE 0 0 325
QUALCOMM Inc A 747525103 1,906,024 11,968 SH SOLE 3,949 0 8,019
Quanta Services Inc A 74762E102 1,240,859 3,282 SH SOLE 2,281 0 1,001
Quest Diagnostics Inc A 74834L100 622,059 3,463 SH SOLE 2,043 0 1,420
RPM International Inc A 749685103 34,270 312 SH SOLE 0 0 312
Ralliant Corp A 750940108 130,777 2,697 SH SOLE 1,206 0 1,491
Ralph Lauren Corp A 751212101 246,852 900 SH SOLE 900 0 0
Range Resources Corp A 75281A109 22,857 562 SH SOLE 0 0 562
Raymond James Financial Inc A 754730109 2,392,879 15,602 SH SOLE 14,228 0 1,374
RTX Corp A 75513E101 334,240 2,289 SH SOLE 2,289 0 0
Realty Income Corp A 756109104 1,200,765 20,843 SH SOLE 20,843 0 0
Regency Centers Corp A 758849103 278,367 3,908 SH SOLE 3,292 0 616
Regeneron Pharmaceuticals Inc A 75886F107 706,650 1,346 SH SOLE 972 0 374
Regions Financial Corp A 7591EP100 587,859 24,994 SH SOLE 15,405 0 9,589
Reinsurance Group of America I A 759351604 32,134 162 SH SOLE 7 0 155
Republic Services Inc A 760759100 645,872 2,619 SH SOLE 1,377 0 1,242
ResMed Inc A 761152107 450,726 1,747 SH SOLE 1,224 0 523
Rexford Industrial Realty Inc A 76169C100 28,065 789 SH SOLE 0 0 789
Rivian Automotive Inc A 76954A103 113,396 8,253 SH SOLE 3,648 0 4,605
Robinhood Markets Inc A 770700102 36,141 386 SH SOLE 386 0 0
ROBLOX Corp A 771049103 141,704 1,347 SH SOLE 1,347 0 0
Rocket Cos Inc A 77311W101 47,758 3,368 SH SOLE 3,368 0 0
Rockwell Automation Inc A 773903109 967,279 2,912 SH SOLE 1,724 0 1,188
Rollins Inc A 775711104 285,937 5,068 SH SOLE 5,068 0 0
Roper Technologies Inc A 776696106 630,893 1,113 SH SOLE 482 0 631
Ross Stores Inc A 778296103 399,070 3,128 SH SOLE 3,128 0 0
S&P Global Inc A 78409V104 3,885,600 7,369 SH SOLE 4,112 0 3,257
SBA Communications Corp A 78410G104 778,729 3,316 SH SOLE 1,908 0 1,408
Salesforce Inc A 79466L302 6,660,726 24,426 SH SOLE 14,397 0 10,029
Sandisk Corp/DE A 80004C200 23,990 529 SH SOLE 529 0 0
Sanofi SA A 80105N105 654,939 13,557 SH SOLE 13,557 0 0
Henry Schein Inc A 806407102 246,690 3,377 SH SOLE 3,377 0 0
Schlumberger NV A 806857108 924,734 27,359 SH SOLE 17,611 0 9,748
Charles Schwab Corp/The A 808513105 2,902,071 31,807 SH SOLE 15,926 0 15,881
Sempra A 816851109 1,070,554 14,129 SH SOLE 7,582 0 6,547
Service Corp International/US A 817565104 34,432 423 SH SOLE 0 0 423
ServiceNow Inc A 81762P102 4,556,451 4,432 SH SOLE 1,683 0 2,749
Sherwin-Williams Co/The A 824348106 408,942 1,191 SH SOLE 1,191 0 0
Simon Property Group Inc A 828806109 340,650 2,119 SH SOLE 2,119 0 0
Skyworks Solutions Inc A 83088M102 300,763 4,036 SH SOLE 3,470 0 566
A O Smith Corp A 831865209 249,035 3,798 SH SOLE 3,453 0 345
J M Smucker Co/The A 832696405 418,136 4,258 SH SOLE 3,167 0 1,091
Snap-on Inc A 833034101 220,627 709 SH SOLE 709 0 0
Snap Inc A 83304A106 32,700 3,763 SH SOLE 3,763 0 0
Snowflake Inc A 833445109 119,493 534 SH SOLE 534 0 0
Solventum Corp A 83444M101 393,079 5,183 SH SOLE 4,183 0 1,000
SouthState Corp A 840441109 21,903 238 SH SOLE 0 0 238
Southern Co/The A 842587107 401,848 4,376 SH SOLE 4,376 0 0
Southwest Airlines Co A 844741108 253,421 7,812 SH SOLE 7,812 0 0
Sprouts Farmers Market Inc A 85208M102 37,867 230 SH SOLE 0 0 230
Block Inc A 852234103 90,007 1,325 SH SOLE 1,325 0 0
Stanley Black & Decker Inc A 854502101 246,068 3,632 SH SOLE 3,632 0 0
Starbucks Corp A 855244109 259,221 2,829 SH SOLE 2,829 0 0
State Street Corp A 857477103 935,048 8,793 SH SOLE 6,092 0 2,701
Steel Dynamics Inc A 858119100 564,652 4,411 SH SOLE 2,828 0 1,583
Stryker Corp A 863667101 1,370,858 3,465 SH SOLE 1,223 0 2,242
Sun Communities Inc A 866674104 47,307 374 SH SOLE 0 0 374
Sun Life Financial Inc A 866796105 2,248,100 24,866 SH SOLE 24,866 0 0
Super Micro Computer Inc A 86800U302 428,004 8,733 SH SOLE 7,082 0 1,651
Synopsys Inc A 871607107 1,832,318 3,574 SH SOLE 1,557 0 2,017
Synovus Financial Corp A 87161C501 21,476 415 SH SOLE 0 0 415
Synchrony Financial A 87165B103 690,492 10,346 SH SOLE 6,626 0 3,720
Sysco Corp A 871829107 954,097 12,597 SH SOLE 7,505 0 5,092
TJX Cos Inc/The A 872540109 2,035,609 16,484 SH SOLE 8,717 0 7,767
TKO Group Holdings Inc A 87256C101 289,301 1,590 SH SOLE 1,590 0 0
T-Mobile US Inc A 872590104 818,423 3,435 SH SOLE 1,711 0 1,724
TSMC A 874039100 1,866,731 8,242 SH SOLE 8,242 0 0
Take-Two Interactive Software A 874054109 843,661 3,474 SH SOLE 2,312 0 1,162
Tapestry Inc A 876030107 344,303 3,921 SH SOLE 3,313 0 608
Target Corp A 87612E106 1,268,343 12,857 SH SOLE 8,189 0 4,668
Targa Resources Corp A 87612G101 713,554 4,099 SH SOLE 2,636 0 1,463
Taylor Morrison Home Corp A 87724P106 24,998 407 SH SOLE 0 0 407
Telefonica Brasil SA A 87936R205 791,422 69,423 SH SOLE 69,423 0 0
Teledyne Technologies Inc A 879360105 285,357 557 SH SOLE 557 0 0
Teleflex Inc A 879369106 24,264 205 SH SOLE 26 0 179
Teradyne Inc A 880770102 244,133 2,715 SH SOLE 2,715 0 0
Tesla Inc A 88160R101 14,961,151 47,098 SH SOLE 17,600 0 29,498
Teva Pharmaceutical Industries A 881624209 372,240 22,210 SH SOLE 22,210 0 0
Texas Instruments Inc A 882508104 4,210,534 20,280 SH SOLE 7,573 0 12,707
Texas Pacific Land Corp A 88262P102 312,691 296 SH SOLE 224 0 72
Textron Inc A 883203101 279,971 3,487 SH SOLE 3,061 0 426
Thermo Fisher Scientific Inc A 883556102 1,011,623 2,495 SH SOLE 1,118 0 1,377
3M Co A 88579Y101 1,431,208 9,401 SH SOLE 5,629 0 3,772
TopBuild Corp A 89055F103 24,604 76 SH SOLE 0 0 76
Toronto-Dominion Bank/The A 891160509 22,623 308 SH SOLE 308 0 0
Tractor Supply Co A 892356106 987,591 18,715 SH SOLE 11,835 0 6,880
TransDigm Group Inc A 893641100 298,045 196 SH SOLE 196 0 0
TransUnion A 89400J107 232,056 2,637 SH SOLE 1,315 0 1,322
Travelers Cos Inc/The A 89417E109 1,495,281 5,589 SH SOLE 2,682 0 2,907
Trex Co Inc A 89531P105 23,166 426 SH SOLE 0 0 426
Trimble Inc A 896239100 545,612 7,181 SH SOLE 5,493 0 1,688
Truist Financial Corp A 89832Q109 1,183,558 27,531 SH SOLE 13,692 0 13,839
Twilio Inc A 90138F102 270,980 2,179 SH SOLE 1,012 0 1,167
Tyler Technologies Inc A 902252105 385,346 650 SH SOLE 412 0 238
Tyson Foods Inc A 902494103 280,483 5,014 SH SOLE 5,014 0 0
UDR Inc A 902653104 229,832 5,629 SH SOLE 5,629 0 0
US Bancorp A 902973304 1,514,020 33,459 SH SOLE 14,641 0 18,818
Uber Technologies Inc A 90353T100 1,643,666 17,617 SH SOLE 17,617 0 0
Ulta Beauty Inc A 90384S303 646,527 1,382 SH SOLE 1,045 0 337
Unilever PLC A 904767704 534,442 8,737 SH SOLE 8,737 0 0
Union Pacific Corp A 907818108 2,739,793 11,908 SH SOLE 5,593 0 6,315
United Airlines Holdings Inc A 910047109 1,463,599 18,380 SH SOLE 18,380 0 0
United Parcel Service Inc A 911312106 1,672,172 16,566 SH SOLE 9,011 0 7,555
United Rentals Inc A 911363109 1,370,435 1,819 SH SOLE 938 0 881
US Foods Holding Corp A 912008109 41,662 541 SH SOLE 0 0 541
United Therapeutics Corp A 91307C102 32,471 113 SH SOLE 0 0 113
UnitedHealth Group Inc A 91324P102 1,685,574 5,403 SH SOLE 2,147 0 3,256
Universal Display Corp A 91347P105 21,007 136 SH SOLE 0 0 136
Universal Health Services Inc A 913903100 240,930 1,330 SH SOLE 1,330 0 0
Unum Group A 91529Y106 58,066 719 SH SOLE 17 0 702
Vail Resorts Inc A 91879Q109 22,784 145 SH SOLE 0 0 145
Valero Energy Corp A 91913Y100 898,867 6,687 SH SOLE 4,423 0 2,264
Veeva Systems Inc A 922475108 590,647 2,051 SH SOLE 981 0 1,070
Ventas Inc A 92276F100 350,040 5,543 SH SOLE 4,110 0 1,433
Veralto Corp A 92338C103 758,437 7,513 SH SOLE 3,836 0 3,677
VeriSign Inc A 92343E102 266,562 923 SH SOLE 923 0 0
Verizon Communications Inc A 92343V104 3,440,181 79,505 SH SOLE 35,754 0 43,751
Verisk Analytics Inc A 92345Y106 421,460 1,353 SH SOLE 856 0 497
Vertex Pharmaceuticals Inc A 92532F100 2,657,844 5,970 SH SOLE 2,352 0 3,618
Paramount Global A 92556H206 300,854 23,322 SH SOLE 21,128 0 2,194
Viatris Inc A 92556V106 228,769 25,618 SH SOLE 25,618 0 0
VICI Properties Inc A 925652109 416,661 12,781 SH SOLE 9,059 0 3,722
Visa Inc A 92826C839 12,842,869 36,172 SH SOLE 18,332 0 17,840
Vistra Corp A 92840M102 315,910 1,630 SH SOLE 1,630 0 0
Vodafone Group PLC A 92857W308 24,529 2,301 SH SOLE 2,301 0 0
Voya Financial Inc A 929089100 26,341 371 SH SOLE 0 0 371
Vulcan Materials Co A 929160109 320,809 1,230 SH SOLE 1,230 0 0
WP Carey Inc A 92936U109 40,048 642 SH SOLE 0 0 642
WEC Energy Group Inc A 92939U106 456,917 4,385 SH SOLE 2,642 0 1,743
Westinghouse Air Brake Technol A 929740108 454,918 2,173 SH SOLE 1,558 0 615
Walmart Inc A 931142103 424,854 4,345 SH SOLE 4,345 0 0
Walgreens Boots Alliance Inc A 931427108 271,295 23,632 SH SOLE 21,132 0 2,500
Warner Bros Discovery Inc A 934423104 958,916 83,675 SH SOLE 83,675 0 0
Waste Connections Inc A 94106B101 111,659 598 SH SOLE 0 0 598
Waste Management Inc A 94106L109 915,738 4,002 SH SOLE 1,778 0 2,224
Waters Corp A 941848103 611,518 1,752 SH SOLE 987 0 765
Webster Financial Corp A 947890109 31,231 572 SH SOLE 0 0 572
Wells Fargo & Co A 949746101 413,259 5,158 SH SOLE 5,158 0 0
Welltower Inc A 95040Q104 2,917,180 18,976 SH SOLE 12,626 0 6,350
WESCO International Inc A 95082P105 28,336 153 SH SOLE 0 0 153
West Pharmaceutical Services I A 955306105 543,937 2,486 SH SOLE 1,530 0 956
Western Alliance Bancorp A 957638109 27,839 357 SH SOLE 0 0 357
Western Digital Corp A 958102105 616,800 9,639 SH SOLE 6,248 0 3,391
Weyerhaeuser Co A 962166104 617,793 24,048 SH SOLE 13,677 0 10,371
Williams Cos Inc/The A 969457100 1,354,623 21,567 SH SOLE 13,220 0 8,347
Williams-Sonoma Inc A 969904101 505,140 3,092 SH SOLE 2,259 0 833
Wingstop Inc A 974155103 21,888 65 SH SOLE 0 0 65
Wipro Ltd A 97651M109 929,647 307,830 SH SOLE 307,830 0 0
Workday Inc A 98138H101 1,521,840 6,341 SH SOLE 4,878 0 1,463
Wynn Resorts Ltd A 983134107 246,539 2,632 SH SOLE 2,632 0 0
Xcel Energy Inc A 98389B100 412,890 6,063 SH SOLE 4,079 0 1,984
Xylem Inc/NY A 98419M100 929,840 7,188 SH SOLE 3,976 0 3,212
Yum! Brands Inc A 988498101 1,492,173 10,070 SH SOLE 8,167 0 1,903
Zebra Technologies Corp A 989207105 263,339 854 SH SOLE 854 0 0
Zillow Group Inc A 98954M200 28,721 410 SH SOLE 27 0 383
Zimmer Biomet Holdings Inc A 98956P102 544,706 5,972 SH SOLE 3,828 0 2,144
Zoetis Inc A 98978V103 1,999,747 12,823 SH SOLE 8,045 0 4,778
Zscaler Inc A 98980G102 358,833 1,143 SH SOLE 526 0 617
Zurn Elkay Water Solutions Cor A 98983L108 20,333 556 SH SOLE 0 0 556