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
3M CO COM 88579Y101 5,253,802 34,510 SH SOLE 34,510 0 0
ABBOTT LABS COM 002824100 9,525,460 70,035 SH SOLE 70,035 0 0
ABBVIE INC COM 00287Y109 24,033,892 129,479 SH SOLE 129,479 0 0
ADOBE INC COM 00724F101 17,969,028 46,446 SH SOLE 46,446 0 0
AFLAC INC COM 001055102 9,445,525 89,565 SH SOLE 89,565 0 0
ALLSTATE CORP COM 020002101 10,527,305 52,294 SH SOLE 52,294 0 0
ALPHABET INC CAP STK CL C 02079K107 15,020,321 84,674 SH SOLE 84,674 0 0
ALPHABET INC CAP STK CL A 02079K305 173,379,480 983,825 SH SOLE 983,825 0 0
AMAZON COM INC COM 023135106 222,495,466 1,014,155 SH SOLE 1,014,155 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 9,847,458 70,789 SH SOLE 70,789 0 0
AMERIPRISE FINL INC COM 03076C106 11,407,945 21,374 SH SOLE 21,374 0 0
AMGEN INC COM 031162100 8,331,906 29,841 SH SOLE 29,841 0 0
AMRIZE LTD SHS M0740A116 8,266,724 166,836 SH SOLE 166,836 0 0
AMERICAN TOWER CORP NEW COM 03027X100 64,714,877 292,801 SH SOLE 292,801 0 0
ANALOG DEVICES INC COM 032654105 7,846,805 32,967 SH SOLE 32,967 0 0
APPLE INC COM 037833100 68,687,838 334,785 SH SOLE 334,785 0 0
APPLIED MATLS INC COM 038222105 14,840,203 81,063 SH SOLE 81,063 0 0
ARROW ELECTRS INC COM 042735100 5,056,932 39,684 SH SOLE 39,684 0 0
GALLAGHER ARTHUR J & CO COM 363576109 20,956,976 65,466 SH SOLE 65,466 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 127,094,042 158,592 SH SOLE 158,592 0 0
AT&T INC COM 00206R102 24,522,512 847,357 SH SOLE 847,357 0 0
ATLASSIAN CORP PLC CL A 049468101 54,268,085 267,212 SH SOLE 267,212 0 0
ATMOS ENERGY CORP COM 049560105 7,628,445 49,500 SH SOLE 49,500 0 0
BANK AMER CORP COM 060505104 7,700,573 162,734 SH SOLE 162,734 0 0
BANK NEW YORK MELLON CORP COM 064058100 11,086,447 121,682 SH SOLE 121,682 0 0
BECTON DICKINSON & CO COM 075887109 2,849,876 16,545 SH SOLE 16,545 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,470,609 64,785 SH SOLE 64,785 0 0
BEST BUY INC COM 086516101 2,759,244 41,103 SH SOLE 41,103 0 0
BLACKROCK INC COM 09290D101 5,138,177 4,897 SH SOLE 4,897 0 0
BLOCK INC CL A 852234103 2,843,346 41,857 SH SOLE 41,857 0 0
BOSTON SCIENTIFIC CORP COM 101137107 101,942,187 949,094 SH SOLE 949,094 0 0
AVAGO TECHNOLOGIES LTD SHS 11135F101 73,894,598 268,074 SH SOLE 268,074 0 0
CANADIAN PAC RY LTD COM 13646K108 48,313,559 609,481 SH SOLE 609,481 0 0
CATERPILLAR INC DEL COM 149123101 3,891,029 10,023 SH SOLE 10,023 0 0
CBRE GROUP INC CL A 12504L109 7,133,930 50,913 SH SOLE 50,913 0 0
CELANESE CORP DEL COM 150870103 1,078,880 19,499 SH SOLE 19,499 0 0
CENTERPOINT ENERGY INC COM 15189T107 3,327,358 90,565 SH SOLE 90,565 0 0
CF INDS HLDGS INC COM 125269100 5,796,000 63,000 SH SOLE 63,000 0 0
CISCO SYS INC COM 17275R102 29,674,659 427,712 SH SOLE 427,712 0 0
CMS ENERGY CORP COM 125896100 54,080,383 780,606 SH SOLE 780,606 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 5,999,818 64,709 SH SOLE 64,709 0 0
COMCAST CORP NEW CL A 20030N101 11,114,651 311,422 SH SOLE 311,422 0 0
CONAGRA BRANDS INC COM 205887102 860,907 42,057 SH SOLE 42,057 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,466,873 21,311 SH SOLE 21,311 0 0
CORPAY INC COM SHS 219948106 3,899,217 11,751 SH SOLE 11,751 0 0
COSTCO WHSL CORP NEW NEW 22160K105 24,010,005 24,254 SH SOLE 24,254 0 0
CRH PLC ORD G25508105 6,881,971 74,967 SH SOLE 74,967 0 0
CROWN CASTLE INC COM 22822V101 21,798,587 212,193 SH SOLE 212,193 0 0
CORTEVA INC COM 22052L104 3,274,625 43,937 SH SOLE 43,937 0 0
CVS HEALTH CORP COM 126650100 7,111,493 103,095 SH SOLE 103,095 0 0
DANAHER CORPORATION COM 235851102 128,889,319 652,472 SH SOLE 652,472 0 0
DEERE & CO COM 244199105 19,406,012 38,164 SH SOLE 38,164 0 0
DEXCOM INC COM 252131107 114,197,055 1,308,249 SH SOLE 1,308,249 0 0
DOLLAR TREE INC COM 256746108 2,835,119 28,626 SH SOLE 28,626 0 0
DOVER CORP COM 260003108 3,418,522 18,657 SH SOLE 18,657 0 0
DOW INC COM 260557103 3,048,166 115,112 SH SOLE 115,112 0 0
D R HORTON INC COM 23331A109 4,437,169 34,418 SH SOLE 34,418 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,028,496 58,733 SH SOLE 58,733 0 0
EBAY INC COM 278642103 5,412,051 72,684 SH SOLE 72,684 0 0
EDWARD LIFESCIENCES CORP COM 28176E108 74,155,672 948,161 SH SOLE 948,161 0 0
EVEREST GROUP LTD COM G3223R108 5,883,823 17,313 SH SOLE 17,313 0 0
ELECTRONIC ARTS INC COM 285512109 3,660,803 22,923 SH SOLE 22,923 0 0
ELEVANCE HEALTH INC COM 036752103 8,359,528 21,492 SH SOLE 21,492 0 0
LILLY ELI & CO COM 532457108 8,146,868 10,451 SH SOLE 10,451 0 0
EMERSON ELEC CO COM 291011104 13,199,403 98,998 SH SOLE 98,998 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 13,419,112 432,735 SH SOLE 432,735 0 0
EQUINIX INC COM 29444U700 26,541,652 33,366 SH SOLE 33,366 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 1,877,842 27,824 SH SOLE 27,824 0 0
ESSEX PPTY TR INC COM 297178105 2,595,661 9,159 SH SOLE 9,159 0 0
EXELON CORP COM 30161N101 9,409,592 216,711 SH SOLE 216,711 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104 2,498,757 78,135 SH SOLE 78,135 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 32,662,936 150,002 SH SOLE 150,002 0 0
FIDELITY NATL INFORMATION SV COM 31620R303 4,923,470 87,825 SH SOLE 87,825 0 0
FISERV INC COM 337738108 28,556,441 165,631 SH SOLE 165,631 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 115,437,703 1,519,717 SH SOLE 1,519,717 0 0
F M C CORP COM NEW 302491303 1,127,334 27,002 SH SOLE 27,002 0 0
FORD MTR CO COM 345370860 8,856,660 816,282 SH SOLE 816,282 0 0
GARTNER INC COM 366651107 105,224,530 260,315 SH SOLE 260,315 0 0
GILEAD SCIENCES INC COM 375558103 6,604,637 59,571 SH SOLE 59,571 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 11,437,229 35,868 SH SOLE 35,868 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 27,047,246 256,372 SH SOLE 256,372 0 0
HCA HOLDINGS INC COM 40412C101 30,853,341 80,536 SH SOLE 80,536 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 4,261,706 16,001 SH SOLE 16,001 0 0
HOME DEPOT INC COM 437076102 23,575,685 64,302 SH SOLE 64,302 0 0
HUMANA INC COM 444859102 13,547,859 55,415 SH SOLE 55,415 0 0
ICON PLC SHS G4705A100 56,244,497 386,693 SH SOLE 386,693 0 0
INSTALLED BLDG PRODS INC COM 45780R101 14,558,316 80,736 SH SOLE 80,736 0 0
INTEL CORP COM 458140100 6,825,571 304,713 SH SOLE 304,713 0 0
INTL PAPER CO COM 460146103 2,772,945 59,213 SH SOLE 59,213 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,241,160 50,701 SH SOLE 50,701 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 22,208,430 75,339 SH SOLE 75,339 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 142,214,201 261,707 SH SOLE 261,707 0 0
JOHNSON & JOHNSON COM 478160104 23,837,096 156,053 SH SOLE 156,053 0 0
JOHNSON CTLS INTL PLC SHS G51502105 6,091,317 57,672 SH SOLE 57,672 0 0
JPMORGAN CHASE & CO COM 46625H100 41,802,992 144,193 SH SOLE 144,193 0 0
KEURIG DR PEPPER INC COM 49271V100 3,082,911 93,252 SH SOLE 93,252 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,931,821 23,995 SH SOLE 23,995 0 0
KIMBERLY CLARK CORP COM 494368103 2,783,770 21,593 SH SOLE 21,593 0 0
KINDER MORGAN INC DEL COM 49456B101 55,975,101 1,903,915 SH SOLE 1,903,915 0 0
KKR & CO INC COM 48251W104 52,121,154 391,800 SH SOLE 391,800 0 0
LAM RESEARCH CORP COM 512807306 5,201,168 53,433 SH SOLE 53,433 0 0
LAMB WESTON HLDGS INC COM 513272104 769,143 14,834 SH SOLE 14,834 0 0
LINDE PLC SHS G54950103 3,749,217 7,991 SH SOLE 7,991 0 0
LKQ CORP COM 501889208 1,463,671 39,548 SH SOLE 39,548 0 0
LOWES COS INC COM 548661107 11,292,074 50,895 SH SOLE 50,895 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,344,123 92,363 SH SOLE 92,363 0 0
MARTIN MARIETTA MATLS INC COM 573284106 27,390,908 49,896 SH SOLE 49,896 0 0
MASTERCARD INCORPORATED CL A 57636Q104 151,254,580 269,165 SH SOLE 269,165 0 0
MCDONALDS CORP COM 580135101 1,902,319 6,511 SH SOLE 6,511 0 0
MCKESSON CORP COM 58155Q103 9,612,608 13,118 SH SOLE 13,118 0 0
MEDTRONIC PLC SHS G5960L103 4,861,645 55,772 SH SOLE 55,772 0 0
MERCK & CO INC COM 58933Y105 15,059,240 190,238 SH SOLE 190,238 0 0
META PLATFORMS INC CL A 30303M102 129,681,675 175,699 SH SOLE 175,699 0 0
MICRON TECHNOLOGY INC COM 595112103 8,499,567 68,962 SH SOLE 68,962 0 0
MICROSOFT CORP COM 594918104 246,824,294 496,219 SH SOLE 496,219 0 0
MOLINA HEALTHCARE INC COM 60855R100 2,624,499 8,810 SH SOLE 8,810 0 0
MOLSON COORS BREWING CO CL A 60871R209 2,323,372 48,313 SH SOLE 48,313 0 0
MONDELEZ INTL INC CL A 609207105 12,728,221 188,734 SH SOLE 188,734 0 0
MSCI INC COM 55354G100 62,023,773 107,542 SH SOLE 107,542 0 0
NETFLIX INC COM 64110L106 86,814,459 64,829 SH SOLE 64,829 0 0
NEWMONT MINING CORP COM 651639106 4,347,303 74,619 SH SOLE 74,619 0 0
NEXTERA ENERGY INC COM 65339F101 33,627,534 484,407 SH SOLE 484,407 0 0
NIKE INC CL B 654106103 23,263,256 327,467 SH SOLE 327,467 0 0
NISOURCE INC COM 65473P105 5,616,296 139,224 SH SOLE 139,224 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,274,293 8,885 SH SOLE 8,885 0 0
NORTHERN TR CORP COM 665859104 2,894,235 22,827 SH SOLE 22,827 0 0
NUCOR CORP COM 670346105 10,055,802 77,627 SH SOLE 77,627 0 0
NVIDIA CORP COM 67066G104 69,267,556 438,430 SH SOLE 438,430 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,237,890 61,780 SH SOLE 61,780 0 0
ORACLE CORP COM 68389X105 32,046,348 146,578 SH SOLE 146,578 0 0
ORIGIN MATERIALS INC COM 68622V106 736,125 76,046 SH SOLE 76,046 0 0
PARKER HANNIFIN CORP COM 701094104 11,691,689 16,739 SH SOLE 16,739 0 0
PAYPAL HLDGS INC COM 70450Y103 2,483,551 33,417 SH SOLE 33,417 0 0
PFIZER INC COM 717081103 9,723,488 401,134 SH SOLE 401,134 0 0
PNC FINL SVCS GROUP INC COM 693475105 5,268,788 28,263 SH SOLE 28,263 0 0
PPL CORP COM 69351T106 11,005,913 324,754 SH SOLE 324,754 0 0
PROCTER & GAMBLE CO COM 742718109 18,519,994 116,244 SH SOLE 116,244 0 0
PROGRESSIVE CORP OHIO COM 743315103 22,150,714 83,005 SH SOLE 83,005 0 0
QUALCOMM INC COM 747525103 15,314,601 96,161 SH SOLE 96,161 0 0
S&P GLOBAL INC COM 78409V104 4,570,022 8,667 SH SOLE 8,667 0 0
SALESFORCE COM INC COM 79466L302 85,001,291 311,714 SH SOLE 311,714 0 0
SEAGATE TECHNOLOGY PLC COM G7997R103 2,630,414 18,225 SH SOLE 18,225 0 0
SEMPRA ENERGY COM 816851109 4,890,726 64,547 SH SOLE 64,547 0 0
SMURFIT WESTROCK PLC SHS G8267P108 4,054,503 93,963 SH SOLE 93,963 0 0
SOLVENTUM CORP COM SHS 83444M101 543,090 7,161 SH SOLE 7,161 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,326,597 28,099 SH SOLE 28,099 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,095,856 16,175 SH SOLE 16,175 0 0
STEEL DYNAMICS INC COM 858119100 13,382,293 104,541 SH SOLE 104,541 0 0
STELLANTIS N.V SHS N82405106 3,686,868 367,584 SH SOLE 367,584 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 5,967,039 35,377 SH SOLE 35,377 0 0
CIGNA CORPORATION COM 125523100 10,821,536 32,735 SH SOLE 32,735 0 0
TRADEWEB MKTS INC CL A 892672106 25,672,264 175,357 SH SOLE 175,357 0 0
TRAVELERS COMPANIES INC COM 89417E109 6,720,605 25,120 SH SOLE 25,120 0 0
TYSON FOODS INC CL A 902494103 2,982,497 53,316 SH SOLE 53,316 0 0
UNION PACIFIC CORP COM 907818108 34,827,439 151,371 SH SOLE 151,371 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,155,183 31,258 SH SOLE 31,258 0 0
UNITED RENTALS INC COM 911363109 13,967,283 18,539 SH SOLE 18,539 0 0
UNITEDHEALTH GROUP INC COM 91324P102 55,953,379 179,355 SH SOLE 179,355 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 16,247,755 375,497 SH SOLE 375,497 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 5,742,190 12,898 SH SOLE 12,898 0 0
VISA INC COM CL A 92826C839 9,158,870 25,796 SH SOLE 25,796 0 0
WABTEC COM 929740108 6,749,025 32,238 SH SOLE 32,238 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 932,383 81,218 SH SOLE 81,218 0 0
DISNEY WALT CO COM 254687106 2,500,662 20,165 SH SOLE 20,165 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 7,963,921 694,932 SH SOLE 694,932 0 0
WASTE CONNECTIONS INC COM 94106B101 10,906,502 58,411 SH SOLE 58,411 0 0
WILLIAMS COS INC COM 969457100 20,930,428 333,234 SH SOLE 333,234 0 0
ZOETIS INC CL A 98978V103 70,099,993 449,503 SH SOLE 449,503 0 0