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
FORTINET INC COM 34959E109 79,231,873 782,771 SH SOLE 782,771 0 0
BIOMARIN PHARMACEUTICAL COM 09061G101 19,509,403 354,910 SH SOLE 354,910 0 0
SCHLUMBERGER LTD COM STK 806857108 9,818,292 290,482 SH SOLE 290,482 0 0
WELLS FARGO CO NEW COM 949746101 28,670,061 357,839 SH SOLE 357,839 0 0
PAYPAL HLDGS INC COM 70450Y103 37,009,502 497,975 SH SOLE 497,975 0 0
FASTENAL CO COM 311900104 28,853,580 686,990 SH SOLE 686,990 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 17,994,455 199,650 SH SOLE 199,650 0 0
MERCK & CO INC COM 58933Y105 23,703,116 299,433 SH SOLE 299,433 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 3,170,899 193,112 SH SOLE 193,112 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 25,912,941 153,631 SH SOLE 153,631 0 0
T-MOBILE US INC COM 872590104 41,077,454 172,406 SH SOLE 172,406 0 0
NVIDIA CORPORATION COM 67066G104 524,277,966 3,318,425 SH SOLE 3,318,425 0 0
NIKE INC CL B 654106103 17,918,135 252,226 SH SOLE 252,226 0 0
INTERACTIVE INC COM 45841N107 7,086,274 127,888 SH SOLE 127,888 0 0
VERISIGN INC COM 92343E102 75,176,648 278,808 SH SOLE 278,808 0 0
BANK AMERICA CORP COM 060505104 17,979,613 379,958 SH SOLE 379,958 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,326,389 100,996 SH SOLE 100,996 0 0
COLGATE PALMOLIVE CO COM 194162103 11,765,460 129,433 SH SOLE 129,433 0 0
AMERICAN EXPRESS CO COM 025816109 48,151,425 163,772 SH SOLE 163,772 0 0
GILEAD SCIENCES INC COM 375558103 13,555,077 122,261 SH SOLE 122,261 0 0
CAPITAL ONE FINL CORP COM 14040H105 21,905,131 102,957 SH SOLE 102,957 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 31,392,373 509,038 SH SOLE 509,038 0 0
ATLASSIAN CORPORATION CL A 049468101 15,266,072 75,169 SH SOLE 75,169 0 0
FOX CORP CL A 35137L105 11,860,922 211,651 SH SOLE 211,651 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 35,296,383 258,923 SH SOLE 258,923 0 0
LEIDOS HOLDINGS INC COM 525327102 9,664,062 61,258 SH SOLE 61,258 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 6,200,510 50,170 SH SOLE 50,170 0 0
AMAZON COM INC COM 023135106 248,649,167 1,133,366 SH SOLE 1,133,366 0 0
SYNCHRONY FINANCIAL COM 87165B103 39,801,600 596,368 SH SOLE 596,368 0 0
DECKERS OUTDOOR CORP COM 243537107 30,221,464 293,213 SH SOLE 293,213 0 0
QUALCOMM INC COM 747525103 55,850,412 350,687 SH SOLE 350,687 0 0
CME GROUP INC COM 12572Q105 12,981,426 47,099 SH SOLE 47,099 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 29,529,326 70,231 SH SOLE 70,231 0 0
ADOBE INC COM 00724F101 50,072,331 129,426 SH SOLE 129,426 0 0
BROADCOM INC COM 11135F101 144,309,666 523,525 SH SOLE 523,525 0 0
BROWN & BROWN INC COM 115236101 20,252,512 182,669 SH SOLE 182,669 0 0
WABTEC COM 929740108 35,964,655 171,792 SH SOLE 171,792 0 0
CRH PLC ORD G25508105 3,460,217 37,693 SH SOLE 37,693 0 0
INTUIT COM 461202103 46,827,754 59,454 SH SOLE 59,454 0 0
NUTANIX CL A 67059N108 2,123,197 27,776 SH SOLE 27,776 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 43,950,392 142,511 SH SOLE 142,511 0 0
LAM RESEARCH CORP COM NEW 512807306 46,050,581 473,090 SH SOLE 473,090 0 0
HOWMET AEROSPACE INC COM 443201108 12,624,267 67,825 SH SOLE 67,825 0 0
SERVICENOW INC COM 81762P102 44,658,616 48,910 SH SOLE 48,910 0 0
APPLOVIN CORP COM CL A 03831W108 14,863,697 42,458 SH SOLE 42,458 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 4,750,454 37,795 SH SOLE 37,795 0 0
IDEXX LABS INC COM 45168D104 33,409,155 62,291 SH SOLE 62,291 0 0
ARISTA NETWORKS INC COM SHS 040413205 47,566,272 464,923 SH SOLE 464,923 0 0
GE AEROSPACE COM NEW 369604301 4,598,015 17,864 SH SOLE 17,864 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,636,382 22,513 SH SOLE 22,513 0 0
LENNOX INTL INC COM 526107107 12,520,708 21,842 SH SOLE 21,842 0 0
OVINTIV INC COM 69047Q102 512,952 13,481 SH SOLE 13,481 0 0
ORACLE CORP COM 68389X105 15,504,146 70,915 SH SOLE 70,915 0 0
EATON CORP PLC SHS G29183103 20,850,358 58,406 SH SOLE 58,406 0 0
SIMON PPTY GROUP INC NEW COM 828806109 31,852,986 198,140 SH SOLE 198,140 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 30,598,177 106,484 SH SOLE 106,484 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 20,776,224 161,796 SH SOLE 161,796 0 0
GE VERNOVA INC COM 36828A101 8,092,820 15,294 SH SOLE 15,294 0 0
ZOETIS INC CL A 98978V103 35,198,766 225,248 SH SOLE 225,248 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 30,345,342 167,515 SH SOLE 167,515 0 0
EOG RES INC COM 26875P101 6,535,969 54,644 SH SOLE 54,644 0 0
SPOTIFY SHS L8681T102 23,567,313 30,713 SH SOLE 30,713 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,754,156 47,598 SH SOLE 47,598 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101 5,126,279 118,226 SH SOLE 118,226 0 0
CONSOLIDATED EDISON INC COM 209115104 3,445,818 34,338 SH SOLE 34,338 0 0
PAYCOM SOFTWARE INC COM 70432V102 25,451,917 109,991 SH SOLE 109,991 0 0
APPLE INC COM 037833100 405,961,262 1,978,658 SH SOLE 1,978,658 0 0
PDD HOLDINGS SPONSORED ADS 722304102 7,665,612 73,243 SH SOLE 73,243 0 0
JPMORGAN CHASE & CO. COM 46625H100 75,004,935 258,718 SH SOLE 258,718 0 0
MICROSOFT CORP COM 594918104 442,269,614 889,145 SH SOLE 889,145 0 0
ALPHABET INC CAP STK CL C 02079K107 114,474,911 645,329 SH SOLE 645,329 0 0
METLIFE INC COM 59156R108 23,149,782 287,861 SH SOLE 287,861 0 0
KLA CORP COM NEW 482480100 45,106,779 50,357 SH SOLE 50,357 0 0
HEICO CORP NEW CL A 422806208 2,296,406 8,875 SH SOLE 8,875 0 0
MERCADOLIBRE INC COM 58733R102 20,890,745 7,993 SH SOLE 7,993 0 0
CREDICORP LTD COM G2519Y108 11,615,664 51,967 SH SOLE 51,967 0 0
SOUTHERN COPPER CORP COM 84265V105 416,011 4,112 SH SOLE 4,112 0 0
META PLATFORMS INC CL A 30303M102 219,695,441 297,654 SH SOLE 297,654 0 0
ALPHABET INC CAP STK CL A 02079K305 155,460,061 882,143 SH SOLE 882,143 0 0
EMCOR GROUP INC COM 29084Q100 42,564,407 79,576 SH SOLE 79,576 0 0
BOOKING HOLDINGS INC COM 09857L108 58,824,468 10,161 SH SOLE 10,161 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 47,444,988 108,468 SH SOLE 108,468 0 0
APPLIED MATLS INC COM 038222105 47,026,472 256,877 SH SOLE 256,877 0 0
CATERPILLAR INC COM 149123101 55,938,732 144,094 SH SOLE 144,094 0 0
UBER TECHNOLOGIES INC COM 90353T100 27,518,369 294,945 SH SOLE 294,945 0 0
RESMED INC COM 761152107 40,907,706 158,557 SH SOLE 158,557 0 0
TWILIO INC CL A 90138F102 25,183,522 202,505 SH SOLE 202,505 0 0
HCA HEALTHCARE INC COM 40412C101 41,308,524 107,827 SH SOLE 107,827 0 0
COSTCO WHSL CORP NEW COM 22160K105 89,633,127 90,544 SH SOLE 90,544 0 0
CINTAS CORP COM 172908105 46,553,086 208,880 SH SOLE 208,880 0 0
QUANTA SVCS INC COM 74762E102 10,597,960 28,031 SH SOLE 28,031 0 0
AMERIPRISE FINL INC COM 03076C106 34,611,857 64,849 SH SOLE 64,849 0 0
F5 INC COM 315616102 32,401,689 110,090 SH SOLE 110,090 0 0
MASTERCARD INCORPORATED CL A 57636Q104 89,422,074 159,131 SH SOLE 159,131 0 0
DISNEY WALT CO COM 254687106 10,459,127 84,341 SH SOLE 84,341 0 0
ULTA BEAUTY INC COM 90384S303 9,713,814 20,764 SH SOLE 20,764 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 18,695,030 332,948 SH SOLE 332,948 0 0
CARLISLE COS INC COM 142339100 22,399,146 59,987 SH SOLE 59,987 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 3,710,287 10,586 SH SOLE 10,586 0 0
GRAINGER W W INC COM 384802104 37,345,656 35,901 SH SOLE 35,901 0 0
DEXCOM INC COM 252131107 8,582,004 98,316 SH SOLE 98,316 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,226,030 10,261 SH SOLE 10,261 0 0
AIRBNB INC COM CL 009066101 16,464,419 124,410 SH SOLE 124,410 0 0
PINTEREST INC CL A 72352L106 11,727,224 327,028 SH SOLE 327,028 0 0
ROLLINS INC COM 775711104 37,160,807 658,646 SH SOLE 658,646 0 0
SNOWFLAKE INC CL A 833445109 4,469,134 19,972 SH SOLE 19,972 0 0
NETAPP INC COM 64110D104 8,174,516 76,720 SH SOLE 76,720 0 0
VISA INC COM CL A 92826C839 106,544,469 300,083 SH SOLE 300,083 0 0
BERKLEY W R CORP COM 084423102 39,895,312 543,015 SH SOLE 543,015 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,039,140 224,464 SH SOLE 224,464 0 0
SCHWAB CHARLES CORP COM 808513105 8,168,717 89,530 SH SOLE 89,530 0 0
CISCO SYS INC COM 17275R102 9,881,724 142,429 SH SOLE 142,429 0 0
RELIANCE INC COM 759509102 12,311,158 39,220 SH SOLE 39,220 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 38,702,201 305,054 SH SOLE 305,054 0 0
CARVANA CO CL A 146869102 2,504,624 7,433 SH SOLE 7,433 0 0
CF INDS HLDGS INC COM 125269100 6,278,264 68,242 SH SOLE 68,242 0 0
RAYMOND JAMES FINL INC COM 754730109 9,569,061 62,392 SH SOLE 62,392 0 0
ALIGN TECHNOLOGY INC COM 016255101 5,055,679 26,703 SH SOLE 26,703 0 0
KROGER CO COM 501044101 14,250,312 198,666 SH SOLE 198,666 0 0
CARDINAL HEALTH INC COM 14149Y108 4,385,808 26,106 SH SOLE 26,106 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 14,327,733 183,736 SH SOLE 183,736 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 4,456,020 13,665 SH SOLE 13,665 0 0
PULTE GROUP INC COM 745867101 30,044,710 284,892 SH SOLE 284,892 0 0
MONDAY COM LTD SHS M7S64H106 3,075,929 9,781 SH SOLE 9,781 0 0
UNITED AIRLS HLDGS INC COM 910047109 5,233,841 65,727 SH SOLE 65,727 0 0
PALO ALTO NETWORKS INC COM 697435105 3,768,241 18,414 SH SOLE 18,414 0 0
MSCI INC COM 55354G100 32,080,586 55,624 SH SOLE 55,624 0 0
SALESFORCE INC COM 79466L302 32,469,471 119,071 SH SOLE 119,071 0 0
VALERO ENERGY CORP COM 91913Y100 28,388,429 211,192 SH SOLE 211,192 0 0
INCYTE CORP COM 45337C102 4,219,544 61,961 SH SOLE 61,961 0 0
CITIZENS FINL GROUP INC COM 174610105 4,503,998 100,648 SH SOLE 100,648 0 0
CENCORA INC COM 03073E105 5,013,192 16,719 SH SOLE 16,719 0 0
NVR INC COM 62944T105 18,382,908 2,489 SH SOLE 2,489 0 0
ELECTRONIC ARTS INC COM 285512109 3,563,226 22,312 SH SOLE 22,312 0 0
TRAVELERS COMPANIES INC COM 89417E109 26,455,158 98,883 SH SOLE 98,883 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 940,453 19,189 SH SOLE 19,189 0 0
APTIV PLC COM SHS G3265R107 2,149,408 31,507 SH SOLE 31,507 0 0
HUBBELL INC COM 443510607 1,173,362 2,873 SH SOLE 2,873 0 0
TOAST INC CL A 888787108 746,198 16,848 SH SOLE 16,848 0 0
AMERICAN TOWER CORP NEW COM 03027X100 12,086,479 54,685 SH SOLE 54,685 0 0
NXP SEMICONDUCTORS N V COM N6596X109 961,574 4,401 SH SOLE 4,401 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 14,110,928 119,574 SH SOLE 119,574 0 0
LINDE PLC SHS G54950103 13,197,095 28,128 SH SOLE 28,128 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 959,728 5,857 SH SOLE 5,857 0 0
REPUBLIC SVCS INC COM 760759100 3,942,061 15,985 SH SOLE 15,985 0 0
TJX COS INC NEW COM 872540109 4,777,458 38,687 SH SOLE 38,687 0 0
THE CIGNA GROUP COM 125523100 11,102,529 33,585 SH SOLE 33,585 0 0
BLACKROCK INC COM 09290D101 293,790 280 SH SOLE 280 0 0
HOME DEPOT INC COM 437076102 46,954,485 128,067 SH SOLE 128,067 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 231,795 3,309 SH SOLE 3,309 0 0
EVERGY INC COM 30034W106 1,872,346 27,163 SH SOLE 27,163 0 0
SOLVENTUM CORP COM SHS 83444M101 824,608 10,873 SH SOLE 10,873 0 0
HENRY JACK & ASSOC INC COM 426281101 368,628 2,046 SH SOLE 2,046 0 0
FOX CORP CL B COM 35137L204 259,905 5,034 SH SOLE 5,034 0 0
IDEX CORP COM 45167R104 301,980 1,720 SH SOLE 1,720 0 0
AKAMAI COM 00971T101 1,078,355 13,520 SH SOLE 13,520 0 0
CHUBB LIMITED COM H1467J104 298,991 1,032 SH SOLE 1,032 0 0
LOEWS CORP COM 540424108 9,074,890 99,006 SH SOLE 99,006 0 0
COTERRA ENERGY COM 127097103 220,552 8,690 SH SOLE 8,690 0 0
OMNICOM GROUP INC COM 681919106 222,654 3,095 SH SOLE 3,095 0 0
C.H. ROBINSON WORLDWIDE INC COM NEW 12541W209 554,207 5,776 SH SOLE 5,776 0 0
UNION PAC CORP COM 907818108 1,513,926 6,580 SH SOLE 6,580 0 0
PUBLIC STORAGE OPER CO COM 74460D109 2,651,343 9,036 SH SOLE 9,036 0 0
EQUINIX INC COM 29444U700 2,444,479 3,073 SH SOLE 3,073 0 0
OLD DOMINION FREIGHT INC COM 679580100 4,210,224 25,941 SH SOLE 25,941 0 0
SHERWIN WILLIAMS CO COM 824348106 5,351,609 15,586 SH SOLE 15,586 0 0
OTIS WORLDWIDE CORP COM 68902V107 2,607,296 26,331 SH SOLE 26,331 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 491,012 1,211 SH SOLE 1,211 0 0
CONOCOPHILLIPS COM 20825C104 698,267 7,781 SH SOLE 7,781 0 0
AMCOR PLC ORD G0250X107 2,637,907 287,041 SH SOLE 287,041 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 28,770,068 24,491 SH SOLE 24,491 0 0
MASCO CORP COM 574599106 1,961,886 30,483 SH SOLE 30,483 0 0
WASTE CONNECTIONS INC COM 94106B101 3,481,394 18,645 SH SOLE 18,645 0 0
DAVITA INC COM 23918K108 2,268,231 15,923 SH SOLE 15,923 0 0
CROWN CASTLE INC COM 22822V101 13,622,101 132,601 SH SOLE 132,601 0 0
FAIR ISAAC CORP COM 303250104 28,561,875 15,625 SH SOLE 15,625 0 0
KIMBERLY-CLARK CORP COM 494368103 2,694,944 20,904 SH SOLE 20,904 0 0
NEXTERA ENERGY INC COM 65339F101 13,391,326 192,903 SH SOLE 192,903 0 0
GARTNER INC COM 366651107 8,690,730 21,500 SH SOLE 21,500 0 0
COMCAST CORP NEW CL A 20030N101 12,117,933 339,533 SH SOLE 339,533 0 0
ALLSTATE CORP COM 020002101 15,640,177 77,692 SH SOLE 77,692 0 0
FACTSET RESH SYS INC COM 303075105 29,778,113 66,576 SH SOLE 66,576 0 0
LOWES COS INC COM 548661107 13,918,349 62,732 SH SOLE 62,732 0 0
FEDEX CORP COM 31428X106 10,539,228 46,365 SH SOLE 46,365 0 0
TARGET CORP COM 87612E106 14,290,538 144,861 SH SOLE 144,861 0 0
OWENS CORNING NEW COM 690742101 21,854,541 158,919 SH SOLE 158,919 0 0
MARSH & MCLENNAN COS INC COM 571748102 8,241,853 37,696 SH SOLE 37,696 0 0
DOCUSIGN INC COM 256163106 22,242,424 285,562 SH SOLE 285,562 0 0
EXPEDITORS INTL WASH INC COM 302130109 24,406,085 213,620 SH SOLE 213,620 0 0
EVEREST GROUP LTD COM G3223R108 20,266,615 59,634 SH SOLE 59,634 0 0
ARCH CAP GROUP LTD ORD G0450A105 25,954,804 285,061 SH SOLE 285,061 0 0
RPM INTL INC COM 749685103 29,306,630 266,812 SH SOLE 266,812 0 0
CAMDEN PPTY TR SH BEN INT 133131102 23,279,500 206,580 SH SOLE 206,580 0 0
PAYCHEX INC COM 704326107 32,990,037 226,798 SH SOLE 226,798 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 46,271,161 154,810 SH SOLE 154,810 0 0
PROCTER AND GAMBLE CO COM 742718109 30,196,557 189,534 SH SOLE 189,534 0 0
ABBVIE INC COM 00287Y109 16,508,300 88,936 SH SOLE 88,936 0 0
SNAP ON INC COM 833034101 33,368,143 107,231 SH SOLE 107,231 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 16,092,672 347,649 SH SOLE 347,649 0 0
FISERV INC COM 337738108 30,468,468 176,721 SH SOLE 176,721 0 0
AUTOZONE INC COM 053332102 9,815,136 2,644 SH SOLE 2,644 0 0
UNITEDHEALTH GROUP INC COM 91324P102 21,513,139 68,959 SH SOLE 68,959 0 0
DOMINOS PIZZA INC COM 25754A201 12,911,492 28,654 SH SOLE 28,654 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 4,494,473 20,314 SH SOLE 20,314 0 0
REGENERON PHARMACEUTICALS COM 75886F107 592,200 1,128 SH SOLE 1,128 0 0
ELI LILLY & CO COM 532457108 53,946,594 69,204 SH SOLE 69,204 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 29,945,623 127,515 SH SOLE 127,515 0 0
NETFLIX INC COM 64110L106 100,935,585 75,374 SH SOLE 75,374 0 0
CBOE GLOBAL MKTS INC COM 12503M108 2,480,888 10,638 SH SOLE 10,638 0 0
JOHNSON & JOHNSON COM 478160104 42,823,768 280,352 SH SOLE 280,352 0 0
TESLA INC COM 88160R101 107,799,827 339,356 SH SOLE 339,356 0 0
PARKER-HANNIFIN CORP COM 701094104 19,247,738 27,557 SH SOLE 27,557 0 0
CENTENE CORP DEL COM 15135B101 430,223 7,926 SH SOLE 7,926 0 0
HOLOGIC INC COM 436440101 212,356 3,259 SH SOLE 3,259 0 0
MOLINA HEALTHCARE INC COM 60855R100 290,453 975 SH SOLE 975 0 0
VEEVA SYS INC CL A COM 922475108 46,136,412 160,207 SH SOLE 160,207 0 0
ABBOTT LABS COM 002824100 2,187,313 16,082 SH SOLE 16,082 0 0
MCKESSON CORP COM 58155Q103 4,396,680 6,000 SH SOLE 6,000 0 0
LOCKHEED MARTIN CORP COM 539830109 19,001,245 41,027 SH SOLE 41,027 0 0
MONOLITHIC PWR SYS INC COM 609839105 8,414,527 11,505 SH SOLE 11,505 0 0
COCA COLA CO COM 191216100 8,278,811 117,015 SH SOLE 117,015 0 0
AVERY DENNISON CORP COM 053611109 4,949,482 28,207 SH SOLE 28,207 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 31,179,187 143,188 SH SOLE 143,188 0 0
WILLIAMS SONOMA INC COM 969904101 19,124,746 117,064 SH SOLE 117,064 0 0
NUCOR CORP COM 670346105 955,098 7,373 SH SOLE 7,373 0 0
LPL FINL HLDGS INC COM 50212V100 2,711,783 7,232 SH SOLE 7,232 0 0
NRG ENERGY INC COM NEW 629377508 35,416,561 220,554 SH SOLE 220,554 0 0
THE TRADE DESK INC COM CL A 88339J105 2,238,025 31,088 SH SOLE 31,088 0 0
WALMART INC COM 931142103 51,299,201 524,639 SH SOLE 524,639 0 0
LULULEMON ATHLETICA INC COM 550021109 17,713,727 74,559 SH SOLE 74,559 0 0
WEC ENERGY GROUP INC COM 92939U106 30,561,860 293,300 SH SOLE 293,300 0 0
D R HORTON INC COM 23331A109 5,963,968 46,261 SH SOLE 46,261 0 0
JABIL INC COM 466313103 40,542,609 185,890 SH SOLE 185,890 0 0
DOLLAR TREE INC COM 256746108 4,551,383 45,955 SH SOLE 45,955 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,986,650 89,538 SH SOLE 89,538 0 0
LENNAR CORP CL A 526057104 7,000,618 63,291 SH SOLE 63,291 0 0
STEEL DYNAMICS INC COM 858119100 4,514,657 35,268 SH SOLE 35,268 0 0
TEXTRON INC COM 883203101 3,529,067 43,954 SH SOLE 43,954 0 0
MANHATTAN ASSOCIATES INC COM 562750109 681,864 3,453 SH SOLE 3,453 0 0
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 545,912 9,738 SH SOLE 9,738 0 0