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
PEMBINA PIPELINE CORP COM 706327103 821 24 SH SOLE 24 0 0
ROYAL BANK OF CANADA COM 780087102 65,450 545 SH SOLE 545 0 0
NETFLIX INC COM 64110L106 714,004 584 SH SOLE 584 0 0
ECOLAB INC COM 278865100 145,137 590 SH SOLE 590 0 0
PARKER-HANNIFIN CORP COM 701094104 387,081 607 SH SOLE 607 0 0
LOCKHEED MARTIN CORP COM 539830109 628,342 1,486 SH SOLE 1,486 0 0
MOODY S CORP COM 615369105 693,330 1,514 SH SOLE 1,514 0 0
HUNTINGTON INGALLS INDUSTRIE COM 446413106 433,184 1,965 SH SOLE 1,965 0 0
ILLINOIS TOOL WORKS INC COM 452308109 451,473 2,000 SH SOLE 2,000 0 0
UNIVERSAL HEALTH SERVICES INC CL B 913903100 360,545 2,180 SH SOLE 2,180 0 0
GENERAL DYNAMICS CORP COM 369550108 922,135 3,463 SH SOLE 3,463 0 0
DARDEN RESTAURANTS INC COM 237194105 703,678 3,536 SH SOLE 3,536 0 0
OWENS CORNING COM 690742101 449,735 3,582 SH SOLE 3,582 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 540,513 3,613 SH SOLE 3,613 0 0
BOOKING HOLDINGS INC COM 09857L108 19,556,372 3,700 SH SOLE 3,700 0 0
EXPEDIA GROUP INC COM NEW 30212P303 598,609 3,887 SH SOLE 3,887 0 0
AMERICAN TOWER CORP COM 03027X100 797,872 3,954 SH SOLE 3,954 0 0
CARDINAL HEALTH INC COM 14149Y108 655,708 4,275 SH SOLE 4,275 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 591,178 4,750 SH SOLE 4,750 0 0
TFI INTERNATIONAL INC COM 87241L109 392,624 4,800 SH SOLE 4,800 0 0
ABBVIE INC COM 00287Y109 840,057 4,957 SH SOLE 4,957 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 420,982 5,012 SH SOLE 5,012 0 0
META PLATFORMS INC CL A 30303M102 3,589,691 5,327 SH SOLE 5,327 0 0
A O SMITH CORP COM 831865209 321,772 5,375 SH SOLE 5,375 0 0
DUPONT DE NEMOURS INC COM 26614N102 362,580 5,790 SH SOLE 5,790 0 0
SIMON PROPERTY GROUP INC COM 828806109 862,579 5,877 SH SOLE 5,877 0 0
EMERSON ELECTRIC CO COM 291011104 732,198 6,015 SH SOLE 6,015 0 0
RPM INTERNATIONAL INC COM 749685103 628,270 6,265 SH SOLE 6,265 0 0
NASDAQ INC COM 631103108 578,497 7,086 SH SOLE 7,086 0 0
BIO-TECHNE CORP COM 09073M104 338,489 7,206 SH SOLE 7,206 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 550,334 7,280 SH SOLE 7,280 0 0
TESLA INC COM 88160R101 2,164,127 7,462 SH SOLE 7,462 0 0
GOLDMAN SACHS GRP INC COM 38141G104 4,991,642 7,725 SH SOLE 7,725 0 0
SYNOPSYS INC COM 871607107 4,044,130 8,640 SH SOLE 8,640 0 0
AFLAC INC COM 001055102 884,173 9,183 SH SOLE 9,183 0 0
MORGAN STANLEY COM NEW 617446448 1,201,928 9,346 SH SOLE 9,346 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,583,713 9,681 SH SOLE 9,681 0 0
EQUITY LIFESTYLE PROPERTIES IN COM 29472R108 548,964 9,750 SH SOLE 9,750 0 0
REGENERON PHARMACEUTICALS INC COM 75886F107 4,851,663 10,122 SH SOLE 10,122 0 0
SYNCHRONY FINANCIAL COM 87165B103 711,330 11,674 SH SOLE 11,674 0 0
FORTIS INC/CANADA COM 349553107 530,798 12,200 SH SOLE 12,200 0 0
EMCOR GROUP INC COM 29084Q100 7,175,787 14,694 SH SOLE 14,694 0 0
HUBBELL INC COM 443510607 6,117,361 16,406 SH SOLE 16,406 0 0
ELEVANCE HEALTH INC COM 036752103 5,933,985 16,710 SH SOLE 16,710 0 0
KRAFT HEINZ CO/THE COM 500754106 406,900 17,261 SH SOLE 17,261 0 0
VEEVA SYSTEMS INC CL A COM 922475108 4,616,389 17,558 SH SOLE 17,558 0 0
CIGNA GROUP/THE COM 125523100 5,309,539 17,592 SH SOLE 17,592 0 0
COSTCO WHOLESALE CORP COM 22160K105 17,137,013 18,961 SH SOLE 18,961 0 0
NEWMONT CORP COM 651639106 1,035,942 19,476 SH SOLE 19,476 0 0
ELI LILLY & CO COM 532457108 14,439,711 20,289 SH SOLE 20,289 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 10,601,733 21,369 SH SOLE 21,369 0 0
LEIDOS HOLDINGS INC COM 525327102 3,149,857 21,869 SH SOLE 21,869 0 0
ANSYS INC COM 03662Q105 7,059,963 22,017 SH SOLE 22,017 0 0
AMGEN INC COM 031162100 5,687,416 22,311 SH SOLE 22,311 0 0
COCA-COLA EUROPACIF PTNERS PLC SHS G25839104 1,988,820 23,494 SH SOLE 23,494 0 0
ADOBE INC COM 00724F101 8,872,805 25,120 SH SOLE 25,120 0 0
DECKERS OUTDOOR CORP COM 243537107 2,373,526 25,223 SH SOLE 25,223 0 0
INTUIT INC COM 461202103 18,298,134 25,446 SH SOLE 25,446 0 0
ALPHABET INC CAP STK CL A 02079K305 4,208,231 26,155 SH SOLE 26,155 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,637,008 26,813 SH SOLE 26,813 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 11,103,129 27,803 SH SOLE 27,803 0 0
RESMED INC COM 761152107 6,839,220 29,035 SH SOLE 29,035 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 14,496,849 29,750 SH SOLE 29,750 0 0
CAMECO CORP COM 13321L108 2,070,000 30,544 SH SOLE 30,544 0 0
JACK HENRY & ASSOCIATES INC COM 426281101 5,251,440 31,925 SH SOLE 31,925 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 9,246,352 32,342 SH SOLE 32,342 0 0
CATERPILLAR INC COM 149123101 11,567,920 32,638 SH SOLE 32,638 0 0
CSX CORP COM 126408103 975,380 32,741 SH SOLE 32,741 0 0
SNAP-ON INC COM 833034101 9,505,537 33,458 SH SOLE 33,458 0 0
STEEL DYNAMICS INC COM 858119100 4,006,358 34,280 SH SOLE 34,280 0 0
WASTE MANAGEMENT INC COM 94106L109 7,175,846 34,349 SH SOLE 34,349 0 0
VISA INC COM CL A 92826C839 11,335,424 34,969 SH SOLE 34,969 0 0
IBM-INTL BUSIN MACHINES CORP COM 459200101 9,898,622 36,780 SH SOLE 36,780 0 0
MCDONALD S CORP COM 580135101 10,494,387 39,342 SH SOLE 39,342 0 0
TRAVELERS COS INC/THE COM 89417E109 9,752,600 39,927 SH SOLE 39,927 0 0
ORACLE CORP COM 68389X105 8,068,097 40,420 SH SOLE 40,420 0 0
PHILLIPS 66 COM 718546104 4,485,521 41,182 SH SOLE 41,182 0 0
F5 INC COM 315616102 11,737,010 43,679 SH SOLE 43,679 0 0
CUMMINS INC COM 231021106 13,302,667 44,490 SH SOLE 44,490 0 0
PALO ALTO NETWORKS INC COM 697435105 8,696,181 46,545 SH SOLE 46,545 0 0
SALESFORCE INC COM 79466L302 12,131,453 48,728 SH SOLE 48,728 0 0
CGI INC CL A SUB VTG 12532H104 4,784,746 50,000 SH SOLE 50,000 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 9,721,495 50,047 SH SOLE 50,047 0 0
MICRON TECHNOLOGY INC COM 595112103 5,644,742 50,164 SH SOLE 50,164 0 0
AVALONBAY COMMUNITIES INC COM 053484101 9,726,080 52,349 SH SOLE 52,349 0 0
BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103 11,711,896 52,784 SH SOLE 52,784 0 0
QUALCOMM INC COM 747525103 7,972,853 54,833 SH SOLE 54,833 0 0
ADVANCED MICRO DEVICES INC COM 007903107 7,119,584 54,955 SH SOLE 54,955 0 0
MARATHON PETROLEUM CORP COM 56585A102 8,358,240 55,113 SH SOLE 55,113 0 0
AMERICAN EXPRESS CO COM 025816109 16,094,543 55,265 SH SOLE 55,265 0 0
CANADIAN NATIONAL RAILWAY CO COM 136375102 5,250,485 55,300 SH SOLE 55,300 0 0
PROLOGIS INC COM 74340W103 5,381,990 56,078 SH SOLE 56,078 0 0
PAYCHEX INC COM 704326107 7,453,846 56,127 SH SOLE 56,127 0 0
GILEAD SCIENCES INC COM 375558103 5,695,108 56,263 SH SOLE 56,263 0 0
SHOPIFY INC CL A 82509L107 6,043,046 57,500 SH SOLE 57,500 0 0
AMERICAN WATER WORKS CO INC COM 030420103 7,430,217 58,503 SH SOLE 58,503 0 0
ONEOK INC COM 682680103 4,373,480 58,683 SH SOLE 58,683 0 0
CONSOLIDATED EDISON INC COM 209115104 5,418,217 59,139 SH SOLE 59,139 0 0
M&T BANK CORP COM 55261F104 10,833,496 61,168 SH SOLE 61,168 0 0
KIMBERLY-CLARK CORP COM 494368103 7,566,616 64,286 SH SOLE 64,286 0 0
HARTFORD INSURANCE GRP INC/THE COM 416515104 7,481,741 64,592 SH SOLE 64,592 0 0
ATMOS ENERGY CORP COM 049560105 9,598,170 68,217 SH SOLE 68,217 0 0
HOME DEPOT INC/THE COM 437076102 23,176,582 69,238 SH SOLE 69,238 0 0
ACCENTURE PLC SHS CLASS A G1151C101 18,923,068 69,345 SH SOLE 69,345 0 0
VALERO ENERGY CORP COM 91913Y100 8,510,898 69,350 SH SOLE 69,350 0 0
DOCUSIGN INC COM 256163106 5,146,848 72,376 SH SOLE 72,376 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 8,461,387 78,534 SH SOLE 78,534 0 0
EXPEDITORS INTL OF WASHINGTON COM 302130109 8,262,827 79,215 SH SOLE 79,215 0 0
WALT DISNEY CO/THE COM 254687106 9,046,475 79,902 SH SOLE 79,902 0 0
FORTINET INC COM 34959E109 7,720,528 79,988 SH SOLE 79,988 0 0
GENERAL MILLS INC COM 370334104 3,861,538 81,636 SH SOLE 81,636 0 0
JPMORGAN CHASE & CO COM 46625H100 23,232,137 87,773 SH SOLE 87,773 0 0
WALMART INC COM 931142103 7,886,195 88,339 SH SOLE 88,339 0 0
COCA-COLA CO/THE COM 191216100 5,800,144 89,794 SH SOLE 89,794 0 0
STATE STREET CORP COM 857477103 8,927,744 91,956 SH SOLE 91,956 0 0
MCCORMICK & CO INC/MD COM NON VTG 579780206 6,428,647 92,869 SH SOLE 92,869 0 0
AGNICO EAGLE MINES LTD COM 008474108 10,356,877 95,400 SH SOLE 95,400 0 0
BEST BUY CO INC COM 086516101 6,218,982 101,470 SH SOLE 101,470 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A 192446102 7,774,612 109,132 SH SOLE 109,132 0 0
APPLIED MATERIALS INC COM 038222105 18,923,837 113,221 SH SOLE 113,221 0 0
PAYPAL HOLDINGS INC COM 70450Y103 7,832,913 115,439 SH SOLE 115,439 0 0
PENTAIR PLC SHS G7S00T104 11,216,538 119,672 SH SOLE 119,672 0 0
T ROWE PRICE GROUP INC COM 74144T108 10,723,849 121,719 SH SOLE 121,719 0 0
KROGER CO/THE COM 501044101 7,983,390 121,905 SH SOLE 121,905 0 0
ENTERGY CORP COM 29364G103 9,274,901 122,219 SH SOLE 122,219 0 0
DELTA AIR LINES INC COM NEW 247361702 5,556,781 123,757 SH SOLE 123,757 0 0
JOHNSON & JOHNSON COM 478160104 18,137,188 130,054 SH SOLE 130,054 0 0
FOX CORP CL B COM 35137L204 6,280,656 133,241 SH SOLE 133,241 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 8,271,540 134,240 SH SOLE 134,240 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,394,000 144,233 SH SOLE 144,233 0 0
PROCTER & GAMBLE CO/THE COM 742718109 21,658,436 148,899 SH SOLE 148,899 0 0
COPART INC COM 217204106 6,860,765 153,141 SH SOLE 153,141 0 0
BROADCOM INC COM 11135F101 38,587,560 153,329 SH SOLE 153,329 0 0
JUNIPER NETWORKS INC COM 48203R104 5,683,137 155,892 SH SOLE 155,892 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 6,938,948 164,188 SH SOLE 164,188 0 0
MANULIFE FINANCIAL CORP COM 56501R106 4,857,895 166,739 SH SOLE 166,739 0 0
EBAY INC COM 278642103 11,335,369 166,743 SH SOLE 166,743 0 0
UBER TECHNOLOGIES INC COM 90353T100 14,346,314 168,420 SH SOLE 168,420 0 0
INTERPUBLIC GROUP OF COS INC COM 460690100 3,889,091 174,009 SH SOLE 174,009 0 0
SUN LIFE FINANCIAL INC COM 866796105 11,300,810 186,385 SH SOLE 186,385 0 0
MICROSOFT CORP COM 594918104 95,821,739 211,001 SH SOLE 211,001 0 0
CISCO SYSTEMS INC COM 17275R102 14,181,760 223,888 SH SOLE 223,888 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,783,054 247,641 SH SOLE 247,641 0 0
AMAZON COM INC COM 023135106 49,719,771 248,226 SH SOLE 248,226 0 0
PFIZER INC COM 717081103 5,611,050 253,540 SH SOLE 253,540 0 0
TORONTO-DOMINION BANK/THE COM NEW 891160509 18,401,469 274,559 SH SOLE 274,559 0 0
CANADIAN IMPERIAL BANK OF COMM COM 136069101 20,640,711 319,121 SH SOLE 319,121 0 0
BAKER HUGHES CO CL A 05722G100 11,613,052 331,764 SH SOLE 331,764 0 0
COMCAST CORP CL A 20030N101 11,195,200 343,574 SH SOLE 343,574 0 0
APPLE INC COM 037833100 78,256,101 417,772 SH SOLE 417,772 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 5,288,799 505,484 SH SOLE 505,484 0 0
UBS GROUP AG SHS H42097107 17,789,576 577,949 SH SOLE 577,949 0 0
NVIDIA CORP COM 67066G104 102,977,356 713,916 SH SOLE 713,916 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 34,394,372 1,275,537 SH SOLE 1,275,537 0 0
ZSCALER INC COM 98980G102 644,903 2,250 SH SOLE 2,250 0 0
BLACKROCK INC COM 09290D101 14,451,672 15,086 SH SOLE 15,086 0 0
ATLASSIAN CORP COM 049468101 3,074,057 16,579 SH SOLE 16,579 0 0
ARISTA NETWORKS INC COM SHS 040413205 5,642,298 60,405 SH SOLE 60,405 0 0
LAM RESEARCH CORP COM NEW 512807306 7,524,643 84,670 SH SOLE 84,670 0 0