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 4,943,386 32,471 SH SOLE 32,471 0 0
ABBOTT LABS COM 002824100 8,543,605 62,816 SH SOLE 62,816 0 0
ABBVIE INC COM 00287Y109 12,368,419 66,633 SH SOLE 66,633 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,244,279 4,163 SH SOLE 4,163 0 0
ADOBE INC COM 00724F101 3,379,397 8,735 SH SOLE 8,735 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 1,320,890 11,500 SH SOLE 11,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,613,879 32,515 SH SOLE 32,515 0 0
AECOM COM 00766T100 2,102,695 18,631 SH SOLE 18,631 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,804,727 15,293 SH SOLE 15,293 0 0
AIR PRODS & CHEMS INC COM 009158106 1,229,217 4,358 SH SOLE 4,358 0 0
ALPHABET INC CAP STK CL C 02079K107 8,363,229 47,146 SH SOLE 47,146 0 0
ALPHABET INC CAP STK CL A 02079K305 21,960,374 124,612 SH SOLE 124,612 0 0
ALTRIA GROUP INC COM 02209S103 488,153 8,326 SH SOLE 8,326 0 0
AMAZON COM INC COM 023135106 32,546,507 148,350 SH SOLE 148,350 0 0
AMERICAN EXPRESS CO COM 025816109 4,459,021 13,979 SH SOLE 13,979 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 227,241 2,655 SH SOLE 2,655 0 0
AMERICAN TOWER CORP NEW COM 03027X100 377,944 1,710 SH SOLE 1,710 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,030,805 7,410 SH SOLE 7,410 0 0
AMERIPRISE FINL INC COM 03076C106 790,988 1,482 SH SOLE 1,482 0 0
AMGEN INC COM 031162100 2,773,951 9,935 SH SOLE 9,935 0 0
AMPHENOL CORP NEW CL A 032095101 490,294 4,965 SH SOLE 4,965 0 0
AMRIZE LTD SHS H2927K103 907,806 18,321 SH SOLE 18,321 0 0
ANALOG DEVICES INC COM 032654105 1,660,665 6,977 SH SOLE 6,977 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 1,468,638 10,352 SH SOLE 10,352 0 0
APPLE INC COM 037833100 35,062,117 170,893 SH SOLE 170,893 0 0
APPLIED MATLS INC COM 038222105 3,305,695 18,057 SH SOLE 18,057 0 0
APPLOVIN CORP COM CL A 03831W108 288,116 823 SH SOLE 823 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 715,644 13,559 SH SOLE 13,559 0 0
ARISTA NETWORKS INC COM SHS 040413205 4,372,934 42,742 SH SOLE 42,742 0 0
AT&T INC COM 00206R102 3,355,043 115,931 SH SOLE 115,931 0 0
ATMOS ENERGY CORP COM 049560105 207,432 1,346 SH SOLE 1,346 0 0
AUTODESK INC COM 052769106 2,080,620 6,721 SH SOLE 6,721 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 7,297,669 23,663 SH SOLE 23,663 0 0
AUTOZONE INC COM 053332102 2,468,633 665 SH SOLE 665 0 0
AXON ENTERPRISE INC COM 05464C101 394,099 476 SH SOLE 476 0 0
BANK AMERICA CORP COM 060505104 5,291,133 111,816 SH SOLE 111,816 0 0
BANK NEW YORK MELLON CORP COM 064058100 761,953 8,363 SH SOLE 8,363 0 0
BECTON DICKINSON & CO COM 075887109 965,806 5,607 SH SOLE 5,607 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,915,200 4 SH SOLE 4 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,365,214 4,869 SH SOLE 4,869 0 0
BEST BUY INC COM 086516101 394,993 5,884 SH SOLE 5,884 0 0
BIO RAD LABS INC CL A 090572207 1,077,011 4,463 SH SOLE 4,463 0 0
BLACKROCK INC COM 09290D101 1,325,203 1,263 SH SOLE 1,263 0 0
BLACKSTONE INC COM 09260D107 871,304 5,825 SH SOLE 5,825 0 0
BOOKING HOLDINGS INC COM 09857L108 4,614,023 797 SH SOLE 797 0 0
BOSTON SCIENTIFIC CORP COM 101137107 5,233,874 48,728 SH SOLE 48,728 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 3,751,850 81,051 SH SOLE 81,051 0 0
BROADCOM INC COM 11135F101 21,770,562 78,979 SH SOLE 78,979 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,500,584 11,360 SH SOLE 11,360 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,336,289 15,681 SH SOLE 15,681 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,949,123 26,631 SH SOLE 26,631 0 0
CATERPILLAR INC COM 149123101 2,935,256 7,561 SH SOLE 7,561 0 0
CBRE GROUP INC CL A 12504L109 2,705,718 19,310 SH SOLE 19,310 0 0
CENCORA INC COM 03073E105 1,128,036 3,762 SH SOLE 3,762 0 0
CENTENE CORP DEL COM 15135B101 2,051,567 37,796 SH SOLE 37,796 0 0
CHENIERE ENERGY INC COM NEW 16411R208 244,007 1,002 SH SOLE 1,002 0 0
CHEVRON CORP NEW COM 166764100 1,677,471 11,715 SH SOLE 11,715 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 473,849 8,439 SH SOLE 8,439 0 0
CHUBB LIMITED COM H1467J104 5,593,624 19,307 SH SOLE 19,307 0 0
CINTAS CORP COM 172908105 1,647,901 7,394 SH SOLE 7,394 0 0
CISCO SYS INC COM 17275R102 15,972,318 230,215 SH SOLE 230,215 0 0
CITIGROUP INC COM NEW 172967424 4,556,048 53,525 SH SOLE 53,525 0 0
CLOROX CO DEL COM 189054109 531,550 4,427 SH SOLE 4,427 0 0
CLOUDFLARE INC CL A COM 18915M107 1,567,815 8,006 SH SOLE 8,006 0 0
CME GROUP INC COM 12572Q105 9,084,435 32,960 SH SOLE 32,960 0 0
CMS ENERGY CORP COM 125896100 820,137 11,838 SH SOLE 11,838 0 0
COCA COLA CO COM 191216100 8,547,308 120,810 SH SOLE 120,810 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 1,526,033 4,354 SH SOLE 4,354 0 0
COLGATE PALMOLIVE CO COM 194162103 2,551,563 28,070 SH SOLE 28,070 0 0
COMCAST CORP NEW CL A 20030N101 2,794,420 78,297 SH SOLE 78,297 0 0
CONOCOPHILLIPS COM 20825C104 851,453 9,488 SH SOLE 9,488 0 0
CORNING INC COM 219350105 2,361,080 44,896 SH SOLE 44,896 0 0
CORTEVA INC COM 22052L104 244,309 3,278 SH SOLE 3,278 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,070,633 4,112 SH SOLE 4,112 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 479,261 941 SH SOLE 941 0 0
CROWN CASTLE INC COM 22822V101 1,124,791 10,949 SH SOLE 10,949 0 0
CSX CORP COM 126408103 214,477 6,573 SH SOLE 6,573 0 0
CUMMINS INC COM 231021106 2,155,606 6,582 SH SOLE 6,582 0 0
CVS HEALTH CORP COM 126650100 294,200 4,265 SH SOLE 4,265 0 0
D R HORTON INC COM 23331A109 295,742 2,294 SH SOLE 2,294 0 0
DANAHER CORPORATION COM 235851102 1,745,858 8,838 SH SOLE 8,838 0 0
DEERE & CO COM 244199105 3,615,364 7,110 SH SOLE 7,110 0 0
DEVON ENERGY CORP NEW COM 25179M103 829,541 26,078 SH SOLE 26,078 0 0
DIGITAL RLTY TR INC COM 253868103 211,637 1,214 SH SOLE 1,214 0 0
DISNEY WALT CO COM 254687106 8,440,740 68,065 SH SOLE 68,065 0 0
DOLLAR GEN CORP NEW COM 256677105 2,179,168 19,052 SH SOLE 19,052 0 0
DOORDASH INC CL A 25809K105 448,895 1,821 SH SOLE 1,821 0 0
DOW INC COM 260557103 556,663 21,022 SH SOLE 21,022 0 0
DUPONT DE NEMOURS INC COM 26614N102 479,033 6,984 SH SOLE 6,984 0 0
DYNATRACE INC COM NEW 268150109 964,077 17,462 SH SOLE 17,462 0 0
EATON CORP PLC SHS G29183103 1,087,392 3,046 SH SOLE 3,046 0 0
EBAY INC. COM 278642103 630,304 8,465 SH SOLE 8,465 0 0
ECOLAB INC COM 278865100 3,723,391 13,819 SH SOLE 13,819 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,742,050 22,274 SH SOLE 22,274 0 0
ELECTRONIC ARTS INC COM 285512109 2,195,556 13,748 SH SOLE 13,748 0 0
ELEVANCE HEALTH INC COM 036752103 1,994,198 5,127 SH SOLE 5,127 0 0
ELI LILLY & CO COM 532457108 19,602,842 25,147 SH SOLE 25,147 0 0
EMERSON ELEC CO COM 291011104 851,713 6,388 SH SOLE 6,388 0 0
ENSIGN GROUP INC COM 29358P101 1,928,250 12,500 SH SOLE 12,500 0 0
EOG RES INC COM 26875P101 382,274 3,196 SH SOLE 3,196 0 0
EQUIFAX INC COM 294429105 233,693 901 SH SOLE 901 0 0
EQUINIX INC COM 29444U700 939,450 1,181 SH SOLE 1,181 0 0
EVERSOURCE ENERGY COM 30040W108 814,082 12,796 SH SOLE 12,796 0 0
EXELON CORP COM 30161N101 825,284 19,007 SH SOLE 19,007 0 0
EXPAND ENERGY CORPORATION COM 165167735 1,976,286 16,900 SH SOLE 16,900 0 0
EXXON MOBIL CORP COM 30231G102 2,660,073 24,676 SH SOLE 24,676 0 0
FASTENAL CO COM 311900104 5,700,240 135,720 SH SOLE 135,720 0 0
FEDEX CORP COM 31428X106 2,438,808 10,729 SH SOLE 10,729 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 793,748 9,750 SH SOLE 9,750 0 0
FIRST HORIZON CORPORATION COM 320517105 2,370,160 111,800 SH SOLE 111,800 0 0
FISERV INC COM 337738108 2,052,369 11,904 SH SOLE 11,904 0 0
FORD MTR CO COM 345370860 775,146 71,442 SH SOLE 71,442 0 0
FORTINET INC COM 34959E109 2,737,831 25,897 SH SOLE 25,897 0 0
FREEPORT-MCMORAN INC CL B 35671D857 211,158 4,871 SH SOLE 4,871 0 0
GALLAGHER ARTHUR J & CO COM 363576109 289,068 903 SH SOLE 903 0 0
GE AEROSPACE COM NEW 369604301 2,724,216 10,584 SH SOLE 10,584 0 0
GE VERNOVA INC COM 36828A101 2,505,526 4,735 SH SOLE 4,735 0 0
GENERAL MLS INC COM 370334104 1,422,288 27,452 SH SOLE 27,452 0 0
GILEAD SCIENCES INC COM 375558103 3,089,171 27,863 SH SOLE 27,863 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,923,818 6,957 SH SOLE 6,957 0 0
GRAINGER W W INC COM 384802104 2,161,618 2,078 SH SOLE 2,078 0 0
HALLIBURTON CO COM 406216101 360,155 17,672 SH SOLE 17,672 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 919,047 7,244 SH SOLE 7,244 0 0
HCA HEALTHCARE INC COM 40412C101 251,314 656 SH SOLE 656 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,040,373 50,874 SH SOLE 50,874 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,240,292 12,166 SH SOLE 12,166 0 0
HOME DEPOT INC COM 437076102 10,623,759 28,976 SH SOLE 28,976 0 0
HONEYWELL INTL INC COM 438516106 563,104 2,418 SH SOLE 2,418 0 0
HOST HOTELS & RESORTS INC COM 44107P104 162,816 10,600 SH SOLE 10,600 0 0
HOWMET AEROSPACE INC COM 443201108 347,877 1,869 SH SOLE 1,869 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,048,219 8,284 SH SOLE 8,284 0 0
INGERSOLL RAND INC COM 45687V106 1,516,205 18,228 SH SOLE 18,228 0 0
INTEL CORP COM 458140100 1,247,187 55,678 SH SOLE 55,678 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,368,413 12,909 SH SOLE 12,909 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,179,179 20,962 SH SOLE 20,962 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,078,538 14,664 SH SOLE 14,664 0 0
INTUIT COM 461202103 3,890,104 4,939 SH SOLE 4,939 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,687,873 10,467 SH SOLE 10,467 0 0
IRON MTN INC DEL COM 46284V101 1,891,083 18,437 SH SOLE 18,437 0 0
JABIL INC COM 466313103 1,949,814 8,940 SH SOLE 8,940 0 0
JOHNSON & JOHNSON COM 478160104 2,351,892 15,397 SH SOLE 15,397 0 0
JOHNSON CTLS INTL PLC SHS G51502105 2,411,199 22,829 SH SOLE 22,829 0 0
JPMORGAN CHASE & CO. COM 46625H100 21,484,360 74,107 SH SOLE 74,107 0 0
KIMBERLY-CLARK CORP COM 494368103 1,486,061 11,527 SH SOLE 11,527 0 0
KINDER MORGAN INC DEL COM 49456B101 233,818 7,953 SH SOLE 7,953 0 0
KKR & CO INC COM 48251W104 280,161 2,106 SH SOLE 2,106 0 0
KLA CORP COM NEW 482480100 1,892,698 2,113 SH SOLE 2,113 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,427,214 32,268 SH SOLE 32,268 0 0
KRAFT HEINZ CO COM 500754106 591,820 22,921 SH SOLE 22,921 0 0
LAM RESEARCH CORP COM NEW 512807306 6,035,956 62,009 SH SOLE 62,009 0 0
LAUDER ESTEE COS INC CL A 518439104 247,248 3,060 SH SOLE 3,060 0 0
LINDE PLC SHS G54950103 9,216,103 19,643 SH SOLE 19,643 0 0
LOWES COS INC COM 548661107 3,643,771 16,423 SH SOLE 16,423 0 0
MARATHON PETE CORP COM 56585A102 237,703 1,431 SH SOLE 1,431 0 0
MARKEL GROUP INC COM 570535104 1,036,630 519 SH SOLE 519 0 0
MARRIOTT INTL INC NEW CL A 571903202 604,614 2,213 SH SOLE 2,213 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,966,666 8,995 SH SOLE 8,995 0 0
MARVELL TECHNOLOGY INC COM 573874104 227,324 2,937 SH SOLE 2,937 0 0
MASCO CORP COM 574599106 564,501 8,771 SH SOLE 8,771 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,550,170 16,995 SH SOLE 16,995 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,214,939 16,024 SH SOLE 16,024 0 0
MCDONALDS CORP COM 580135101 7,859,373 26,900 SH SOLE 26,900 0 0
MCKESSON CORP COM 58155Q103 322,423 440 SH SOLE 440 0 0
MEDTRONIC PLC SHS G5960L103 1,302,495 14,942 SH SOLE 14,942 0 0
MERCADOLIBRE INC COM 58733R102 3,217,379 1,231 SH SOLE 1,231 0 0
MERCK & CO INC COM 58933Y105 2,916,571 36,844 SH SOLE 36,844 0 0
META PLATFORMS INC CL A 30303M102 27,287,927 36,971 SH SOLE 36,971 0 0
MICRON TECHNOLOGY INC COM 595112103 4,975,357 40,368 SH SOLE 40,368 0 0
MICROSOFT CORP COM 594918104 62,533,391 125,718 SH SOLE 125,718 0 0
MICROSTRATEGY INC CL A NEW 594972408 354,914 878 SH SOLE 878 0 0
MONDELEZ INTL INC CL A 609207105 2,793,230 41,418 SH SOLE 41,418 0 0
MONGODB INC CL A 60937P106 1,727,378 8,226 SH SOLE 8,226 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 704,858 32,200 SH SOLE 32,200 0 0
MOODYS CORP COM 615369105 997,662 1,989 SH SOLE 1,989 0 0
MORGAN STANLEY COM NEW 617446448 3,274,573 23,247 SH SOLE 23,247 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,783,171 4,241 SH SOLE 4,241 0 0
MSA SAFETY INC COM 553498106 505,773 3,019 SH SOLE 3,019 0 0
NETAPP INC COM 64110D104 1,602,513 15,040 SH SOLE 15,040 0 0
NETFLIX INC COM 64110L106 17,959,075 13,411 SH SOLE 13,411 0 0
NEW YORK TIMES CO CL A 650111107 1,232,736 22,021 SH SOLE 22,021 0 0
NEWMONT CORP COM 651639106 2,511,122 43,102 SH SOLE 43,102 0 0
NEXTERA ENERGY INC COM 65339F101 954,108 13,744 SH SOLE 13,744 0 0
NIKE INC CL B 654106103 4,094,745 57,640 SH SOLE 57,640 0 0
NORFOLK SOUTHN CORP COM 655844108 223,974 875 SH SOLE 875 0 0
NORTHERN TR CORP COM 665859104 760,233 5,996 SH SOLE 5,996 0 0
NVIDIA CORPORATION COM 67066G104 57,006,582 360,824 SH SOLE 360,824 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 1,607,581 9,905 SH SOLE 9,905 0 0
ONEOK INC NEW COM 682680103 229,625 2,813 SH SOLE 2,813 0 0
ORACLE CORP COM 68389X105 11,181,176 51,142 SH SOLE 51,142 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 266,334 2,955 SH SOLE 2,955 0 0
OTIS WORLDWIDE CORP COM 68902V107 734,134 7,414 SH SOLE 7,414 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 7,604,884 55,787 SH SOLE 55,787 0 0
PALO ALTO NETWORKS INC COM 697435105 2,396,948 11,713 SH SOLE 11,713 0 0
PARKER-HANNIFIN CORP COM 701094104 2,078,646 2,976 SH SOLE 2,976 0 0
PAYCHEX INC COM 704326107 204,517 1,406 SH SOLE 1,406 0 0
PAYPAL HLDGS INC COM 70450Y103 1,506,318 20,268 SH SOLE 20,268 0 0
PEPSICO INC COM 713448108 9,442,973 71,516 SH SOLE 71,516 0 0
PFIZER INC COM 717081103 1,163,423 47,996 SH SOLE 47,996 0 0
PHILIP MORRIS INTL INC COM 718172109 1,029,217 5,651 SH SOLE 5,651 0 0
PHILLIPS 66 COM 718546104 219,393 1,839 SH SOLE 1,839 0 0
PINTEREST INC CL A 72352L106 1,135,256 31,658 SH SOLE 31,658 0 0
PNC FINL SVCS GROUP INC COM 693475105 251,294 1,348 SH SOLE 1,348 0 0
PROCTER AND GAMBLE CO COM 742718109 14,305,822 89,793 SH SOLE 89,793 0 0
PROGRESSIVE CORP COM 743315103 7,701,846 28,861 SH SOLE 28,861 0 0
PROLOGIS INC. COM 74340W103 4,280,276 40,718 SH SOLE 40,718 0 0
PRUDENTIAL FINL INC COM 744320102 1,489,440 13,863 SH SOLE 13,863 0 0
PUBLIC STORAGE OPER CO COM 74460D109 819,815 2,794 SH SOLE 2,794 0 0
QUALCOMM INC COM 747525103 3,895,978 24,463 SH SOLE 24,463 0 0
QUANTA SVCS INC COM 74762E102 1,607,219 4,251 SH SOLE 4,251 0 0
REALTY INCOME CORP COM 756109104 313,226 5,437 SH SOLE 5,437 0 0
REGAL REXNORD CORPORATION COM 758750103 818,009 5,643 SH SOLE 5,643 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,138,200 2,168 SH SOLE 2,168 0 0
RESMED INC COM 761152107 3,024,276 11,722 SH SOLE 11,722 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 858,736 62,499 SH SOLE 62,499 0 0
ROBINHOOD MKTS INC COM CL A 770700102 238,476 2,547 SH SOLE 2,547 0 0
ROBLOX CORP CL A 771049103 247,325 2,351 SH SOLE 2,351 0 0
ROPER TECHNOLOGIES INC COM 776696106 249,410 440 SH SOLE 440 0 0
ROSS STORES INC COM 778296103 960,040 7,525 SH SOLE 7,525 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 2,916,272 9,313 SH SOLE 9,313 0 0
S&P GLOBAL INC COM 78409V104 2,688,125 5,098 SH SOLE 5,098 0 0
SALESFORCE INC COM 79466L302 8,243,691 30,231 SH SOLE 30,231 0 0
SCHLUMBERGER LTD COM STK 806857108 3,496,170 103,437 SH SOLE 103,437 0 0
SCHWAB CHARLES CORP COM 808513105 3,875,875 42,480 SH SOLE 42,480 0 0
SEMPRA COM 816851109 832,637 10,989 SH SOLE 10,989 0 0
SERVICENOW INC COM 81762P102 10,408,282 10,124 SH SOLE 10,124 0 0
SHERWIN WILLIAMS CO COM 824348106 2,829,287 8,240 SH SOLE 8,240 0 0
SNOWFLAKE INC CL A 833445109 228,917 1,023 SH SOLE 1,023 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,979,425 5,186 SH SOLE 5,186 0 0
STARBUCKS CORP COM 855244109 352,042 3,842 SH SOLE 3,842 0 0
STELLANTIS N.V SHS N82405106 206,231 20,650 SH SOLE 20,650 0 0
STRYKER CORPORATION COM 863667101 1,920,783 4,855 SH SOLE 4,855 0 0
SYNCHRONY FINANCIAL COM 87165B103 721,660 10,813 SH SOLE 10,813 0 0
SYNOPSYS INC COM 871607107 2,477,269 4,832 SH SOLE 4,832 0 0
T-MOBILE US INC COM 872590104 4,153,586 17,433 SH SOLE 17,433 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,539,427 6,339 SH SOLE 6,339 0 0
TAPESTRY INC COM 876030107 821,726 9,358 SH SOLE 9,358 0 0
TESLA INC COM 88160R101 6,660,377 20,967 SH SOLE 20,967 0 0
TEXAS INSTRS INC COM 882508104 2,295,862 11,058 SH SOLE 11,058 0 0
THE CAMPBELLS COMPANY COM 134429109 1,126,694 36,760 SH SOLE 36,760 0 0
THE CIGNA GROUP COM 125523100 3,317,370 10,035 SH SOLE 10,035 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,148,262 2,832 SH SOLE 2,832 0 0
TJX COS INC NEW COM 872540109 9,275,580 75,112 SH SOLE 75,112 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 4,268,246 9,758 SH SOLE 9,758 0 0
TRANSDIGM GROUP INC COM 893641100 444,027 292 SH SOLE 292 0 0
TRAVELERS COMPANIES INC COM 89417E109 206,808 773 SH SOLE 773 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,346,122 25,146 SH SOLE 25,146 0 0
UNION PAC CORP COM 907818108 4,996,877 21,718 SH SOLE 21,718 0 0
UNITED AIRLS HLDGS INC COM 910047109 384,773 4,832 SH SOLE 4,832 0 0
UNITED PARCEL SERVICE INC CL B 911312106 250,634 2,483 SH SOLE 2,483 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,463,627 7,897 SH SOLE 7,897 0 0
US BANCORP DEL COM NEW 902973304 239,373 5,290 SH SOLE 5,290 0 0
VALERO ENERGY CORP COM 91913Y100 273,410 2,034 SH SOLE 2,034 0 0
VEEVA SYS INC CL A COM 922475108 1,523,415 5,290 SH SOLE 5,290 0 0
VERISIGN INC COM 92343E102 205,048 710 SH SOLE 710 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,090,919 94,544 SH SOLE 94,544 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,575,036 5,784 SH SOLE 5,784 0 0
VISA INC COM CL A 92826C839 14,822,628 41,748 SH SOLE 41,748 0 0
WABTEC COM 929740108 668,664 3,194 SH SOLE 3,194 0 0
WALMART INC COM 931142103 7,496,987 76,672 SH SOLE 76,672 0 0
WASTE MGMT INC DEL COM 94106L109 5,143,187 22,477 SH SOLE 22,477 0 0
WELLS FARGO CO NEW COM 949746101 1,359,476 16,968 SH SOLE 16,968 0 0
WELLTOWER INC COM 95040Q104 2,753,458 17,911 SH SOLE 17,911 0 0
WORKDAY INC CL A 98138H101 247,440 1,031 SH SOLE 1,031 0 0
ZOETIS INC CL A 98978V103 910,904 5,841 SH SOLE 5,841 0 0
ZSCALER INC COM 98980G102 1,792,597 5,710 SH SOLE 5,710 0 0