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
ABBOTT LABS COM COM 002824100 14,158,505 104,099 SH SOLE 104,099 0 0
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 27,353,516 91,517 SH SOLE 91,517 0 0
AKAMAI TECHNOLOGIES INC COM COM 00971T101 24,452,103 306,571 SH SOLE 231,828 0 74,743
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 3,351,511 46,145 SH SOLE 18,798 0 27,347
ALLIANT ENERGY CORP COM COM 018802108 7,864,486 130,056 SH SOLE 130,056 0 0
ALPHABET INC CAP STK CL A CL A 02079K305 487,290,577 2,765,083 SH SOLE 831,252 0 1,933,831
AMAZON COM INC COM COM 023135106 377,034,222 1,718,557 SH SOLE 731,928 0 986,629
AMERICAN HOMES 4 RENT CL A CL A 02665T306 57,305,888 1,588,741 SH SOLE 1,112,291 0 476,450
AMERICAN TOWER CORP NEW COM COM 03027X100 12,320,981 55,746 SH SOLE 55,746 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 15,999,876 115,016 SH SOLE 115,016 0 0
AMERICOLD REALTY TRUST INC COM COM 03064D108 2,170,997 130,547 SH SOLE 57,856 0 72,691
AMPHENOL CORP NEW CL A CL A 032095101 13,340,039 135,089 SH SOLE 135,089 0 0
ANALOG DEVICES INC COM COM 032654105 130,345,226 547,623 SH SOLE 74,751 0 472,872
APPLE INC COM COM 037833100 120,137,501 585,551 SH SOLE 585,551 0 0
APPLE HOSPITALITY REIT INC COM NEW COM NEW 03784Y200 7,833,511 671,252 SH SOLE 295,536 0 375,716
ATS CORPORATION COM COM 00217Y104 9,797,026 225,582 SH SOLE 170,897 0 54,685
AUTOLIV INC COM COM 052800109 38,728,814 346,102 SH SOLE 332,566 0 13,536
AVALONBAY CMNTYS INC COM COM 053484101 20,848,575 102,450 SH SOLE 42,115 0 60,335
BAKER HUGHES COMPANY CL A CL A 05722G100 9,357,720 244,072 SH SOLE 244,072 0 0
BANK AMERICA CORP COM COM 060505104 15,434,554 326,174 SH SOLE 326,174 0 0
BERKSHIRE HATHAWAY INC DEL CL A CL A 084670108 94,744,000 130 SH SOLE 0 0 130
BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 160,546,985 330,500 SH SOLE 121,624 0 208,876
BLACKROCK INC COM COM 09290D101 44,243,725 42,167 SH SOLE 40,813 0 1,354
BOOKING HOLDINGS INC COM COM 09857L108 487,158,758 84,149 SH SOLE 18,549 0 65,600
BOSTON SCIENTIFIC CORP COM COM 101137107 10,876,337 101,260 SH SOLE 101,260 0 0
BROADCOM INC COM COM 11135F101 80,158,746 290,799 SH SOLE 290,799 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 8,797,200 36,198 SH SOLE 36,198 0 0
BROADSTONE NET LEASE INC COM COM 11135E203 13,624,010 848,848 SH SOLE 352,042 0 496,806
BROOKFIELD CORP CL A LTD VT SH SH 11271J107 7,437,373 88,246 SH SOLE 88,246 0 0
BRUNSWICK CORP COM COM 117043109 40,784,686 738,318 SH SOLE 558,331 0 179,987
BUILDERS FIRSTSOURCE INC COM COM 12008R107 892,095 7,645 SH SOLE 7,645 0 0
CADENCE DESIGN SYSTEM INC COM COM 127387108 20,300,923 65,880 SH SOLE 65,880 0 0
CANADIAN PACIFIC KANSAS CITY COM COM 13646K108 15,119,270 140,110 SH SOLE 140,110 0 0
CARMAX INC COM COM 143130102 89,732,810 1,335,111 SH SOLE 286,291 0 1,048,820
CATERPILLAR INC COM COM 149123101 14,621,930 37,665 SH SOLE 37,665 0 0
CBRE GROUP INC CL A CL A 12504L109 12,200,809 87,074 SH SOLE 87,074 0 0
CHENIERE ENERGY INC COM NEW COM NEW 16411R208 26,354,708 108,224 SH SOLE 108,224 0 0
CHESAPEAKE UTILS CORP COM COM 165303108 6,709,839 55,813 SH SOLE 55,813 0 0
CHEVRON CORP NEW COM COM 166764100 14,433,409 100,799 SH SOLE 100,799 0 0
CHUBB LIMITED COM COM H1467J104 169,649,892 585,565 SH SOLE 117,308 0 468,257
CISCO SYS INC COM COM 17275R102 51,112,246 736,700 SH SOLE 711,828 0 24,872
CITIGROUP INC COM NEW COM NEW 172967424 250,445,937 2,942,269 SH SOLE 924,622 0 2,017,647
CLEAN HARBORS INC COM COM 184496107 3,266,111 14,128 SH SOLE 14,128 0 0
CME GROUP INC COM COM 12572Q105 8,274,112 30,020 SH SOLE 30,020 0 0
CNH INDL N V SHS SHS N20944109 36,228,695 2,795,424 SH SOLE 2,680,029 0 115,395
COCA COLA CO COM COM 191216100 20,961,669 296,278 SH SOLE 296,278 0 0
COLGATE PALMOLIVE CO COM COM 194162103 19,466,054 214,148 SH SOLE 214,148 0 0
CORPAY INC COM SHS SHS 219948106 201,182,466 606,300 SH SOLE 130,178 0 476,122
COSTCO WHSL CORP NEW COM COM 22160K105 10,192,422 10,296 SH SOLE 10,296 0 0
CUBESMART COM COM 229663109 3,539,740 83,288 SH SOLE 34,161 0 49,127
DANAHER CORPORATION COM COM 235851102 116,340,590 588,947 SH SOLE 143,433 0 445,514
DEERE & CO COM COM 244199105 21,689,641 42,655 SH SOLE 42,655 0 0
DIAMONDROCK HOSPITALITY CO COM COM 252784301 1,219,074 159,148 SH SOLE 121,664 0 37,484
DIGITAL RLTY TR INC COM COM 253868103 4,418,394 25,345 SH SOLE 10,072 0 15,273
DOMINION ENERGY INC COM COM 25746U109 10,371,477 183,501 SH SOLE 183,501 0 0
ECOLAB INC COM COM 278865100 18,002,364 66,814 SH SOLE 66,814 0 0
EDWARDS LIFESCIENCES CORP COM COM 28176E108 10,116,229 129,347 SH SOLE 129,347 0 0
ELI LILLY & CO COM COM 532457108 35,003,236 44,903 SH SOLE 44,903 0 0
EMERA INC COM COM 290876101 10,687,940 171,336 SH SOLE 171,336 0 0
ENCOMPASS HEALTH CORP COM COM 29261A100 39,020,989 318,201 SH SOLE 240,506 0 77,695
ENTERGY CORP NEW COM COM 29364G103 7,901,221 95,058 SH SOLE 95,058 0 0
ENVISTA HOLDINGS CORPORATION COM COM 29415F104 45,517,961 2,329,476 SH SOLE 1,761,181 0 568,295
EQUINIX INC COM COM 29444U700 32,164,034 40,434 SH SOLE 17,555 0 22,879
EVERSOURCE ENERGY COM COM 30040W108 7,981,256 125,452 SH SOLE 125,452 0 0
EXPAND ENERGY CORPORATION COM COM 165167735 18,195,513 155,597 SH SOLE 155,597 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 21,414,628 145,243 SH SOLE 59,712 0 85,531
FAIR ISAAC CORP COM COM 303250104 8,375,713 4,582 SH SOLE 4,582 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW SH BEN INT NEW 313745101 11,315,589 119,124 SH SOLE 48,082 0 71,042
FERGUSON ENTERPRISES INC COMMON STOCK NEW COM NEW 31488V107 11,043,845 50,718 SH SOLE 50,718 0 0
FIDELITY NATL INFORMATION SV COM COM 31620M106 37,648,217 462,452 SH SOLE 442,927 0 19,525
FIRST HORIZON CORPORATION COM COM 320517105 27,613,784 1,302,537 SH SOLE 984,409 0 318,128
FIRST SOLAR INC COM COM 336433107 33,627,465 203,138 SH SOLE 153,654 0 49,484
FIRSTENERGY CORP COM COM 337932107 8,259,258 205,148 SH SOLE 205,148 0 0
GE AEROSPACE COM NEW COM NEW 369604301 17,664,418 68,629 SH SOLE 68,629 0 0
GENTEX CORP COM COM 371901109 31,423,248 1,428,979 SH SOLE 1,079,894 0 349,085
GILEAD SCIENCES INC COM COM 375558103 29,890,330 269,598 SH SOLE 257,348 0 12,250
GMS INC COM COM 36251C103 11,646,038 107,090 SH SOLE 80,950 0 26,140
GULFPORT ENERGY CORP COMMON SHARES SHS 402635502 1,462,305 7,269 SH SOLE 7,269 0 0
H2O AMERICA COM COM 784305104 3,690,702 71,016 SH SOLE 71,016 0 0
HEALTHCARE RLTY TR CL A COM COM 42226K105 6,406,885 403,965 SH SOLE 166,463 0 237,502
HEALTHPEAK PROPERTIES INC COM COM 42250P103 34,338,984 1,961,107 SH SOLE 1,412,365 0 548,742
HENRY SCHEIN INC COM COM 806407102 49,956,338 683,865 SH SOLE 517,225 0 166,640
HIGHWOODS PPTYS INC COM COM 431284108 6,812,410 219,119 SH SOLE 91,504 0 127,615
HOLOGIC INC COM COM 436440101 28,146,253 431,956 SH SOLE 326,369 0 105,587
HOME DEPOT INC COM COM 437076102 19,067,846 52,007 SH SOLE 52,007 0 0
HUNTINGTON BANCSHARES INC COM COM 446150104 22,949,116 1,369,279 SH SOLE 1,034,621 0 334,658
IDEX CORP COM COM 45167R104 7,817,079 44,524 SH SOLE 44,524 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 12,651,357 68,956 SH SOLE 68,956 0 0
INTUITIVE SURGICAL INC COM NEW COM NEW 46120E602 18,642,224 34,306 SH SOLE 34,306 0 0
INVENTRUST PPTYS CORP COM NEW COM NEW 46124J201 115,847 4,228 SH SOLE 0 0 4,228
INVITATION HOMES INC COM COM 46187W107 56,425,250 1,720,282 SH SOLE 1,335,604 0 384,678
IQVIA HLDGS INC COM COM 46266C105 7,990,443 50,704 SH SOLE 50,704 0 0
IRON MTN INC DEL COM COM 46284V101 7,532,023 73,433 SH SOLE 32,795 0 40,638
JABIL INC COM COM 466313103 61,828,951 283,489 SH SOLE 214,378 0 69,111
HENRY JACK & ASSOC INC COM COM 426281101 8,338,988 46,284 SH SOLE 46,284 0 0
JPMORGAN CHASE & CO. COM COM 46625H100 74,763,442 257,885 SH SOLE 257,885 0 0
KENVUE INC COM COM 49177J102 13,722,043 655,616 SH SOLE 626,075 0 29,541
KILROY RLTY CORP COM COM 49427F108 7,212,099 210,204 SH SOLE 85,266 0 124,938
KINDER MORGAN INC DEL COM COM 49456B101 13,251,638 450,736 SH SOLE 395,009 0 55,727
KKR & CO INC COM COM 48251W104 505,272,152 3,798,182 SH SOLE 680,133 0 3,118,049
LENNAR CORP CL A CL A 526057104 90,321,803 816,579 SH SOLE 102,177 0 714,402
LINDE PLC SHS SHS G54950103 18,091,112 38,559 SH SOLE 38,559 0 0
LITTELFUSE INC COM COM 537008104 215,841,292 951,975 SH SOLE 168,982 0 782,993
LUMENTUM HLDGS INC COM COM 55024U109 58,534,336 615,762 SH SOLE 465,550 0 150,212
LUXFER HLDGS PLC SHS SHS G5698W116 15,964,618 1,310,724 SH SOLE 989,567 0 321,157
LXP INDUSTRIAL TRUST COM COM 529043101 7,869,277 952,697 SH SOLE 376,766 0 575,931
LYONDELLBASELL INDUSTRIES N SHS - A - SHS - A - N53745100 27,532,507 475,847 SH SOLE 456,585 0 19,262
MARATHON PETE CORP COM COM 56585A102 11,855,437 71,371 SH SOLE 71,371 0 0
MARKEL GROUP INC COM COM 570535104 327,127,621 163,780 SH SOLE 33,870 0 129,910
MARSH & MCLENNAN COS INC COM COM 571748102 22,002,399 100,633 SH SOLE 100,633 0 0
MASTERCARD INCORPORATED CL A CL A 57636Q104 15,172,380 27,000 SH SOLE 27,000 0 0
MCDONALDS CORP COM COM 580135101 12,683,684 43,412 SH SOLE 43,412 0 0
MEDTRONIC PLC SHS SHS G5960L103 29,930,168 343,354 SH SOLE 328,214 0 15,140
MERCK & CO INC COM COM 58933Y105 45,826,041 578,904 SH SOLE 562,363 0 16,541
META PLATFORMS INC CL A CL A 30303M102 528,000,801 715,361 SH SOLE 185,450 0 529,911
MGE ENERGY INC COM COM 55277P104 6,146,226 69,496 SH SOLE 69,496 0 0
MICROSOFT CORP COM COM 594918104 671,399,047 1,349,790 SH SOLE 532,537 0 817,253
MOHAWK INDS INC COM COM 608190104 23,037,646 219,741 SH SOLE 166,048 0 53,693
MSC INDL DIRECT INC CL A CL A 553530106 28,176,053 331,405 SH SOLE 320,513 0 10,892
MUELLER WTR PRODS INC COM SER A COM SER A 624758108 35,387,241 1,472,015 SH SOLE 1,113,572 0 358,443
NETFLIX INC COM COM 64110L106 20,278,446 15,143 SH SOLE 15,143 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK COM STK 65336K103 28,306,208 163,667 SH SOLE 158,233 0 5,434
NEXTERA ENERGY INC COM COM 65339F101 8,235,642 118,635 SH SOLE 118,635 0 0
NIKE INC CL B CL B 654106103 16,269,794 229,023 SH SOLE 229,023 0 0
NOBLE CORP PLC ORD SHS A SHS A G65431127 31,089,891 1,170,994 SH SOLE 1,144,494 0 26,500
NORTHWESTERN ENERGY GROUP IN COM NEW COM NEW 668074305 6,722,762 131,048 SH SOLE 131,048 0 0
NUCOR CORP COM COM 670346105 8,747,836 67,530 SH SOLE 67,530 0 0
NUTRIEN LTD COM COM 67077M108 20,309,791 255,952 SH SOLE 255,952 0 0
NVIDIA CORPORATION COM COM 67066G104 188,609,097 1,193,804 SH SOLE 1,193,804 0 0
NVR INC COM COM 62944T105 103,118,585 13,962 SH SOLE 3,169 0 10,793
NXP SEMICONDUCTORS N V COM COM N6596X109 395,233,553 1,808,932 SH SOLE 304,260 0 1,504,672
OGE ENERGY CORP COM COM 670837103 7,143,849 160,970 SH SOLE 160,970 0 0
OMEGA HEALTHCARE INVS INC COM COM 681936100 3,934,158 107,344 SH SOLE 43,659 0 63,685
OMNICOM GROUP INC COM COM 681919106 29,978,045 416,709 SH SOLE 400,730 0 15,979
ONE GAS INC COM COM 68235P108 924,120 12,860 SH SOLE 12,860 0 0
ORACLE CORP COM COM 68389X105 19,061,912 87,188 SH SOLE 87,188 0 0
OTIS WORLDWIDE CORP COM COM 68902V107 18,506,442 186,896 SH SOLE 186,896 0 0
PALO ALTO NETWORKS INC COM COM 697435105 11,694,767 57,148 SH SOLE 57,148 0 0
PARKER-HANNIFIN CORP COM COM 701094104 9,337,845 13,369 SH SOLE 13,369 0 0
PEPSICO INC COM COM 713448108 33,726,185 255,424 SH SOLE 244,111 0 11,313
PHILLIPS 66 COM COM 718546104 13,836,056 115,977 SH SOLE 115,977 0 0
PINNACLE FINL PARTNERS INC COM COM 72346Q104 46,192,784 418,375 SH SOLE 316,433 0 101,942
PORTLAND GEN ELEC CO COM NEW COM NEW 736508847 6,435,955 158,404 SH SOLE 158,404 0 0
PPL CORP COM COM 69351T106 14,703,109 433,848 SH SOLE 433,848 0 0
PROCTER AND GAMBLE CO COM COM 742718109 28,184,823 176,907 SH SOLE 176,907 0 0
PROGRESSIVE CORP COM COM 743315103 11,744,242 44,009 SH SOLE 44,009 0 0
PROLOGIS INC. COM COM 74340W103 25,823,884 245,661 SH SOLE 156,216 0 89,445
PRUDENTIAL FINL INC COM COM 744320102 27,596,716 256,857 SH SOLE 247,294 0 9,563
PTC INC COM COM 69370C100 175,859,010 1,020,419 SH SOLE 133,766 0 886,653
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 26,852,662 318,991 SH SOLE 318,991 0 0
PUBLIC STORAGE OPER CO COM COM 74460D109 12,357,383 42,115 SH SOLE 39,729 0 2,386
QUEST DIAGNOSTICS INC COM COM 74834L100 73,324,966 408,200 SH SOLE 309,013 0 99,187
QUIDELORTHO CORP COM COM 219798105 11,145,097 386,714 SH SOLE 292,995 0 93,719
REALTY INCOME CORP COM COM 756109104 26,485,161 459,732 SH SOLE 192,079 0 267,653
RENAISSANCERE HLDGS LTD COM COM G7496G103 33,709,176 138,778 SH SOLE 105,914 0 32,864
REPUBLIC SVCS INC COM COM 760759100 3,176,090 12,879 SH SOLE 12,879 0 0
REXFORD INDL RLTY INC COM COM 76169C100 15,022,563 422,338 SH SOLE 174,378 0 247,960
ROLLINS INC COM COM 775711104 8,825,386 156,423 SH SOLE 156,423 0 0
ROYAL BK CDA COM COM 780087102 48,719,234 272,430 SH SOLE 272,430 0 0
S&P GLOBAL INC COM COM 78409V104 12,744,072 24,169 SH SOLE 24,169 0 0
SALESFORCE INC COM COM 79466L302 11,590,416 42,504 SH SOLE 42,504 0 0
SERVICENOW INC COM COM 81762P102 9,818,164 9,550 SH SOLE 9,550 0 0
SHERWIN WILLIAMS CO COM COM 824348106 8,351,889 24,324 SH SOLE 24,324 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109 32,914,002 204,740 SH SOLE 118,023 0 86,717
SOUTHERN CO COM COM 842587107 8,425,127 91,747 SH SOLE 91,747 0 0
SPOTIFY TECHNOLOGY S A SHS SHS L8681T102 248,884,427 324,347 SH SOLE 78,417 0 245,930
STAG INDL INC COM COM 85254J102 12,602,620 347,371 SH SOLE 251,829 0 95,542
STIFEL FINL CORP COM COM 860630102 42,087,771 405,548 SH SOLE 306,634 0 98,914
STRATEGIC ED INC COM COM 86272C103 42,550,102 499,825 SH SOLE 378,117 0 121,708
STRYKER CORPORATION COM COM 863667101 8,949,942 22,622 SH SOLE 22,622 0 0
SUN CMNTYS INC COM COM 866674104 6,381,800 50,453 SH SOLE 20,534 0 29,919
SYSCO CORP COM COM 871829107 36,798,355 485,851 SH SOLE 485,851 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 271,325,734 1,197,959 SH SOLE 262,941 0 935,018
TAKE-TWO INTERACTIVE SOFTWAR COM COM 874054109 11,241,041 46,288 SH SOLE 46,288 0 0
TARGA RES CORP COM COM 87612G101 6,996,623 40,192 SH SOLE 40,192 0 0
TC ENERGY CORP COM COM 87807B107 12,151,081 182,778 SH SOLE 182,778 0 0
TENNANT CO COM COM 880345103 20,249,630 261,353 SH SOLE 197,683 0 63,670
TESLA INC COM COM 88160R101 18,048,171 56,816 SH SOLE 56,816 0 0
TEXAS INSTRS INC COM COM 882508104 34,956,357 168,367 SH SOLE 162,915 0 5,452
THERMO FISHER SCIENTIFIC INC COM COM 883556102 209,971,110 517,859 SH SOLE 135,176 0 382,683
THERMON GROUP HLDGS INC COM COM 88362T103 32,885,050 1,171,120 SH SOLE 890,626 0 280,494
TIDEWATER INC NEW COM COM 88642R109 552,499 11,977 SH SOLE 11,977 0 0
TIMKEN CO COM COM 887389104 14,442,529 199,070 SH SOLE 150,520 0 48,550
TJX COS INC NEW COM COM 872540109 14,208,265 115,056 SH SOLE 115,056 0 0
TRANSALTA CORP COM COM 89346D107 1,738,062 118,316 SH SOLE 118,316 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B SPONSORED ADS 893870204 3,426,389 132,293 SH SOLE 132,293 0 0
TRIPADVISOR INC COM COM 896945201 21,793,082 1,669,968 SH SOLE 1,263,462 0 406,506
TRONOX HOLDINGS PLC SHS SHS G9087Q102 14,216,260 2,803,996 SH SOLE 2,117,144 0 686,852
TXNM ENERGY INC COM COM 69349H107 7,181,926 127,520 SH SOLE 127,520 0 0
TYLER TECHNOLOGIES INC COM COM 902252105 8,120,722 13,698 SH SOLE 13,698 0 0
UNION PAC CORP COM COM 907818108 24,419,081 106,133 SH SOLE 106,133 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 7,735,296 24,795 SH SOLE 24,795 0 0
VALARIS LTD CL A CL A G9460G101 1,001,165 23,775 SH SOLE 23,775 0 0
VENTAS INC COM COM 92276F100 20,706,254 327,890 SH SOLE 134,585 0 193,305
VICI PPTYS INC COM COM 925652109 2,357,176 72,306 SH SOLE 19,012 0 53,294
VISA INC COM CL A CL A 92826C839 181,409,959 510,942 SH SOLE 200,740 0 310,202
VISHAY INTERTECHNOLOGY INC COM COM 928298108 38,334,765 2,414,028 SH SOLE 1,824,633 0 589,395
DISNEY WALT CO COM COM 254687106 10,077,549 81,264 SH SOLE 81,264 0 0
WARNER BROS DISCOVERY INC COM SER A COM SER A 934423104 1,167,235 101,853 SH SOLE 101,853 0 0
WELLS FARGO CO NEW COM COM 949746101 13,897,455 173,458 SH SOLE 173,458 0 0
WELLTOWER INC COM COM 95040Q104 17,758,428 115,517 SH SOLE 46,908 0 68,609
WEST FRASER TIMBER CO LTD COM COM 952845105 44,236,582 442,986 SH SOLE 335,107 0 107,879
WESTLAKE CORPORATION COM COM 960413102 13,887,521 182,899 SH SOLE 174,394 0 8,505
WILLIAMS COS INC COM COM 969457100 25,497,343 405,944 SH SOLE 405,944 0 0
WINTRUST FINL CORP COM COM 97650W108 48,382,575 390,245 SH SOLE 295,015 0 95,230
YUM CHINA HLDGS INC COM COM 98850P109 11,788,328 263,662 SH SOLE 263,662 0 0
ZOETIS INC CL A CL A 98978V103 21,793,857 139,749 SH SOLE 139,749 0 0
ABBVIE INC COM COM 00287Y109 10,101,998 54,423 SH SOLE 54,423 0 0
ADOBE INC COM COM 00724F101 4,986,110 12,888 SH SOLE 12,888 0 0
ALIGN TECHNOLOGY INC COM COM 016255101 293,462 1,550 SH SOLE 1,550 0 0
AMERIPRISE FINL INC COM COM 03076C106 12,772,160 23,930 SH SOLE 23,930 0 0
APPLIED MATLS INC COM COM 038222105 5,799,841 31,681 SH SOLE 31,681 0 0
ARISTA NETWORKS INC COM SHS SHS 040413205 7,026,242 68,676 SH SOLE 68,676 0 0
AUTOZONE INC COM COM 053332102 7,621,209 2,053 SH SOLE 2,053 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 5,610,163 121,196 SH SOLE 121,196 0 0
CF INDS HLDGS INC COM COM 125269100 4,127,488 44,864 SH SOLE 44,864 0 0
DOVER CORP COM COM 260003108 2,190,332 11,954 SH SOLE 11,954 0 0
ELECTRONIC ARTS INC COM COM 285512109 8,965,399 56,139 SH SOLE 56,139 0 0
ELEVANCE HEALTH INC COM COM 036752103 6,051,051 15,557 SH SOLE 15,557 0 0
ESSENTIAL UTILS INC COM COM 29670G102 1,626,324 43,789 SH SOLE 43,789 0 0
FACTSET RESH SYS INC COM COM 303075105 8,601,195 19,230 SH SOLE 19,230 0 0
FIRSTSERVICE CORP NEW COM COM 33767E202 157,515 903 SH SOLE 903 0 0
FOX CORP CL B COM COM 35137L204 313,136 6,065 SH SOLE 6,065 0 0
GARMIN LTD SHS SHS H2906T109 259,648 1,244 SH SOLE 1,244 0 0
HUMANA INC COM COM 444859102 247,658 1,013 SH SOLE 1,013 0 0
INTUIT COM COM 461202103 340,256 432 SH SOLE 432 0 0
LAM RESEARCH CORP COM NEW COM NEW 512807306 6,894,398 70,828 SH SOLE 70,828 0 0
LENNOX INTL INC COM COM 526107107 8,056,316 14,054 SH SOLE 14,054 0 0
LULULEMON ATHLETICA INC COM COM 550021109 133,045 560 SH SOLE 560 0 0
MCKESSON CORP COM COM 58155Q103 385,442 526 SH SOLE 526 0 0
NETAPP INC COM COM 64110D104 8,395,715 78,796 SH SOLE 78,796 0 0
NEWMONT CORP COM COM 651639106 693,003 11,895 SH SOLE 11,895 0 0
PACCAR INC COM COM 693718108 5,434,866 57,173 SH SOLE 57,173 0 0
PENTAIR PLC SHS SHS G7S00T104 6,236,082 60,745 SH SOLE 60,745 0 0
REGENERON PHARMACEUTICALS COM COM 75886F107 3,724,350 7,094 SH SOLE 7,094 0 0
SNAP ON INC COM COM 833034101 5,468,367 17,573 SH SOLE 17,573 0 0
THOMSON REUTERS CORP COM COM 884903808 7,469,328 37,158 SH SOLE 37,158 0 0
TRANE TECHNOLOGIES PLC SHS SHS G8994E103 7,588,627 17,349 SH SOLE 17,349 0 0
VERTEX PHARMACEUTICALS INC COM COM 92532F100 295,168 663 SH SOLE 663 0 0