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 COM 88579Y101 2,734,988 17,083 SH SOLE 17,083 0 0
ABBOTT LABS COM COM 002824100 53,042,774 423,360 SH SOLE 423,360 0 0
ABBVIE INC COM COM 00287Y109 32,571,935 142,553 SH SOLE 142,553 0 0
ACUITY INC COM COM 00508Y102 904,420 2,512 SH SOLE 2,512 0 0
ADOBE INC COM COM 00724F101 59,899,389 171,146 SH SOLE 171,146 0 0
ADT INC DEL COM COM 00090Q103 593,193 73,506 SH SOLE 73,506 0 0
ADVANCED MICRO DEVICES INC COM COM 007903107 55,106,152 257,313 SH SOLE 257,313 0 0
AES CORP COM COM 00130H105 282,598 19,707 SH SOLE 19,707 0 0
AFLAC INC COM COM 001055102 2,337,173 21,195 SH SOLE 21,195 0 0
AGCO CORP COM COM 001084102 257,044 2,464 SH SOLE 2,464 0 0
AGILENT TECHNOLOGIES INC COM COM 00846U101 1,038,350 7,631 SH SOLE 7,631 0 0
AIRBNB INC COM CL A COM 009066101 33,772,022 248,836 SH SOLE 248,836 0 0
AKAMAI TECHNOLOGIES INC COM COM 00971T101 6,428,231 73,676 SH SOLE 73,676 0 0
ALIGN TECHNOLOGY INC COM COM 016255101 4,264,300 27,309 SH SOLE 27,309 0 0
ALLIANT ENERGY CORP COM COM 018802108 723,821 11,134 SH SOLE 11,134 0 0
ALLSTATE CORP COM COM 020002101 24,781,298 119,055 SH SOLE 119,055 0 0
ALNYLAM PHARMACEUTICALS INC COM COM 02043Q107 39,844,132 100,199 SH SOLE 100,199 0 0
ALPHABET INC CAP STK CL A COM 02079K305 624,018,710 1,993,670 SH SOLE 1,993,670 0 0
ALPHABET INC CAP STK CL C COM 02079K107 205,884,808 656,102 SH SOLE 656,102 0 0
ALTRIA GROUP INC COM COM 02209S103 40,241,548 697,911 SH SOLE 697,911 0 0
AMAZON COM INC COM COM 023135106 368,914,066 1,598,276 SH SOLE 1,598,276 0 0
AMEREN CORP COM COM 023608102 1,118,532 11,201 SH SOLE 11,201 0 0
AMERICAN ELEC PWR CO INC COM COM 025537101 2,563,572 22,232 SH SOLE 22,232 0 0
AMERICAN EXPRESS CO COM COM 025816109 15,753,951 42,584 SH SOLE 42,584 0 0
AMERICAN INTL GROUP INC COM NEW COM 026874784 697,660 8,155 SH SOLE 8,155 0 0
AMERICAN TOWER CORP NEW COM COM 03027X100 30,934,205 176,193 SH SOLE 176,193 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 1,120,604 8,587 SH SOLE 8,587 0 0
AMERICOLD REALTY TRUST INC COM COM 03064D108 199,561 15,518 SH SOLE 15,518 0 0
AMERIPRISE FINL INC COM COM 03076C106 29,850,919 60,878 SH SOLE 60,878 0 0
AMETEK INC COM COM 031100100 5,960,149 29,030 SH SOLE 29,030 0 0
AMGEN INC COM COM 031162100 22,541,512 68,869 SH SOLE 68,869 0 0
AMPHENOL CORP NEW CL A COM 032095101 41,422,302 306,514 SH SOLE 306,514 0 0
ANALOG DEVICES INC COM COM 032654105 5,199,718 19,173 SH SOLE 19,173 0 0
APOLLO GLOBAL MGMT INC COM COM 03769M106 8,359,600 57,748 SH SOLE 57,748 0 0
APPLE INC COM COM 037833100 733,808,046 2,699,213 SH SOLE 2,699,213 0 0
APPLIED MATLS INC COM COM 038222105 13,026,309 50,688 SH SOLE 50,688 0 0
APPLOVIN CORP COM CL A COM 03831W108 34,397,837 51,049 SH SOLE 51,049 0 0
ARAMARK COM COM 03852U106 97,779,738 2,652,733 SH SOLE 2,652,733 0 0
ARES MANAGEMENT CORPORATION CL A COM STK COM 03990B101 6,173,135 38,193 SH SOLE 38,193 0 0
ARGENX SE SPONSORED ADR COM 04016X101 60,582,038 72,040 SH SOLE 72,040 0 0
ARISTA NETWORKS INC COM SHS COM 040413205 42,686,036 325,773 SH SOLE 325,773 0 0
ARM HOLDINGS PLC SPONSORED ADS COM 042068205 2,754,503 25,199 SH SOLE 25,199 0 0
ASTERA LABS INC COM COM 04626A103 682,242 4,101 SH SOLE 4,101 0 0
AT&T INC COM COM 00206R102 29,680,447 1,194,865 SH SOLE 1,194,865 0 0
ATLASSIAN CORPORATION CL A COM 049468101 6,345,511 39,136 SH SOLE 39,136 0 0
ATMOS ENERGY CORP COM COM 049560105 1,127,815 6,728 SH SOLE 6,728 0 0
AUTODESK INC COM COM 052769106 32,078,604 108,370 SH SOLE 108,370 0 0
AUTOMATIC DATA PROCESSING IN COM COM 053015103 28,259,288 109,860 SH SOLE 109,860 0 0
AXON ENTERPRISE INC COM COM 05464C101 256,704 452 SH SOLE 452 0 0
BAKER HUGHES COMPANY CL A COM 05722G100 9,592,090 210,630 SH SOLE 210,630 0 0
BALL CORP COM COM 058498106 10,576,467 199,669 SH SOLE 199,669 0 0
BANCO BRADESCO S A SP ADR PFD NEW PFD 059460303 2,637,770 792,123 SH SOLE 792,123 0 0
BANK AMERICA CORP COM COM 060505104 337,374,730 6,134,086 SH SOLE 6,134,086 0 0
BANK MONTREAL QUE COM COM 063671101 416,392 2,336 SH SOLE 2,336 0 0
BANK NEW YORK MELLON CORP COM COM 064058100 744,833 6,416 SH SOLE 6,416 0 0
BECTON DICKINSON & CO COM COM 075887109 2,218,220 11,430 SH SOLE 11,430 0 0
BENTLEY SYS INC COM CL B COM 08265T208 715,670 18,752 SH SOLE 18,752 0 0
BERKLEY W R CORP COM COM 084423102 1,127,740 16,083 SH SOLE 16,083 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW COM 084670702 162,802,806 323,889 SH SOLE 323,889 0 0
BEST BUY INC COM COM 086516101 5,079,987 75,900 SH SOLE 75,900 0 0
BIOMARIN PHARMACEUTICAL INC COM COM 09061G101 567,616 9,551 SH SOLE 9,551 0 0
BLACKROCK INC COM COM 09290D101 2,350,467 2,196 SH SOLE 2,196 0 0
BLACKSTONE INC COM COM 09260D107 18,216,728 118,183 SH SOLE 118,183 0 0
BLOCK H & R INC COM COM 093671105 665,074 15,261 SH SOLE 15,261 0 0
BLUE OWL CAPITAL INC COM CL A COM 09581B103 2,108,736 141,147 SH SOLE 141,147 0 0
BOEING CO COM COM 097023105 11,002,990 50,677 SH SOLE 50,677 0 0
BOOKING HOLDINGS INC COM COM 09857L108 36,694,721 6,852 SH SOLE 6,852 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A COM 099502106 1,283,116 15,210 SH SOLE 15,210 0 0
BORGWARNER INC COM COM 099724106 650,892 14,445 SH SOLE 14,445 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107 29,982,426 314,446 SH SOLE 314,446 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108 37,013,035 686,189 SH SOLE 686,189 0 0
BROADCOM INC COM COM 11135F101 431,072,049 1,245,513 SH SOLE 1,245,513 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 126,552,789 567,069 SH SOLE 567,069 0 0
BROOKFIELD CORP CL A LTD VT SH COM 11271J107 10,641,983 231,902 SH SOLE 231,902 0 0
BROWN & BROWN INC COM COM 115236101 677,370 8,499 SH SOLE 8,499 0 0
BROWN FORMAN CORP CL A COM 115637100 491,181 18,669 SH SOLE 18,669 0 0
BRUNSWICK CORP COM COM 117043109 649,526 8,749 SH SOLE 8,749 0 0
BWX TECHNOLOGIES INC COM COM 05605H100 2,473,686 14,312 SH SOLE 14,312 0 0
C H ROBINSON WORLDWIDE INC COM NEW COM 12541W209 103,750,646 645,376 SH SOLE 645,376 0 0
CADENCE DESIGN SYSTEM INC COM COM 127387108 12,029,641 38,485 SH SOLE 38,485 0 0
CAMDEN PPTY TR SH BEN INT COM 133131102 337,395 3,065 SH SOLE 3,065 0 0
CAMECO CORP COM COM 13321L108 3,726,915 29,654 SH SOLE 29,654 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 32,744,048 135,105 SH SOLE 135,105 0 0
CARDINAL HEALTH INC COM COM 14149Y108 15,553,473 75,686 SH SOLE 75,686 0 0
CARLISLE COS INC COM COM 142339100 757,109 2,367 SH SOLE 2,367 0 0
CARLYLE GROUP INC COM COM 14316J108 2,008,380 33,977 SH SOLE 33,977 0 0
CARNIVAL CORP UNIT 99/99/9999 COM 143658300 14,195,389 464,813 SH SOLE 464,813 0 0
CARRIER GLOBAL CORPORATION COM COM 14448C104 6,359,717 120,358 SH SOLE 120,358 0 0
CARVANA CO CL A COM 146869102 311,873 739 SH SOLE 739 0 0
CATERPILLAR INC COM COM 149123101 39,182,017 68,396 SH SOLE 68,396 0 0
CBOE GLOBAL MKTS INC COM COM 12503M108 6,051,861 24,111 SH SOLE 24,111 0 0
CBRE GROUP INC CL A COM 12504L109 703,617 4,376 SH SOLE 4,376 0 0
CCC INTELLIGENT SOLUTIONS HL COM COM 12510Q100 75,226,493 9,462,452 SH SOLE 9,462,452 0 0
CENTENE CORP DEL COM COM 15135B101 2,604,795 63,300 SH SOLE 63,300 0 0
CENTERPOINT ENERGY INC COM COM 15189T107 1,083,373 28,257 SH SOLE 28,257 0 0
CENTRAIS ELET BRAS SA SPON ADS PF CL C ADDED COM 15236F100 513,045 59,518 SH SOLE 59,518 0 0
CENTRAIS ELET BRAS SA SPONSORED ADR COM 15234Q207 2,074,245 226,446 SH SOLE 226,446 0 0
CENTRUS ENERGY CORP CL A COM 15643U104 3,153,210 12,989 SH SOLE 12,989 0 0
CF INDS HLDGS INC COM COM 125269100 14,158,015 183,062 SH SOLE 183,062 0 0
CHENIERE ENERGY INC COM NEW COM 16411R208 784,752 4,037 SH SOLE 4,037 0 0
CHEVRON CORP NEW COM COM 166764100 5,679,101 37,262 SH SOLE 37,262 0 0
CHIPOTLE MEXICAN GRILL INC COM COM 169656105 1,482,553 40,069 SH SOLE 40,069 0 0
CHURCH & DWIGHT CO INC COM COM 171340102 1,288,942 15,372 SH SOLE 15,372 0 0
CIENA CORP COM NEW COM 171779309 1,714,735 7,332 SH SOLE 7,332 0 0
CINCINNATI FINL CORP COM COM 172062101 12,715,605 77,857 SH SOLE 77,857 0 0
CINTAS CORP COM COM 172908105 7,578,093 40,294 SH SOLE 40,294 0 0
CIRRUS LOGIC INC COM COM 172755100 1,391,546 11,743 SH SOLE 11,743 0 0
CISCO SYS INC COM COM 17275R102 36,068,681 468,242 SH SOLE 468,242 0 0
CITIGROUP INC COM NEW COM 172967424 62,345,483 534,283 SH SOLE 534,283 0 0
CITIZENS FINL GROUP INC COM COM 174610105 24,461,349 418,787 SH SOLE 418,787 0 0
CIVITAS RESOURCES INC COM NEW COM 17888H103 1,004,443 37,078 SH SOLE 37,078 0 0
CLEAN HARBORS INC COM COM 184496107 879,300 3,750 SH SOLE 3,750 0 0
CLOROX CO DEL COM COM 189054109 13,586,943 134,751 SH SOLE 134,751 0 0
CLOUDFLARE INC CL A COM COM 18915M107 36,241,493 183,827 SH SOLE 183,827 0 0
CME GROUP INC COM COM 12572Q105 111,530,514 408,417 SH SOLE 408,417 0 0
CMS ENERGY CORP COM COM 125896100 1,123,845 16,071 SH SOLE 16,071 0 0
COCA COLA CO COM COM 191216100 1,510,685 21,609 SH SOLE 21,609 0 0
COGNEX CORP COM COM 192422103 4,295,328 119,381 SH SOLE 119,381 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A COM 192446102 37,218,113 448,411 SH SOLE 448,411 0 0
COINBASE GLOBAL INC COM CL A COM 19260Q107 3,560,800 15,746 SH SOLE 15,746 0 0
COLGATE PALMOLIVE CO COM COM 194162103 22,163,688 280,482 SH SOLE 280,482 0 0
COMFORT SYS USA INC COM COM 199908104 388,249 416 SH SOLE 416 0 0
COMMERCIAL METALS CO COM COM 201723103 5,231,994 75,585 SH SOLE 75,585 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR COM 20441A102 2,495,282 104,624 SH SOLE 104,624 0 0
CONOCOPHILLIPS COM COM 20825C104 49,560,223 529,433 SH SOLE 529,433 0 0
CONSOLIDATED EDISON INC COM COM 209115104 2,212,850 22,280 SH SOLE 22,280 0 0
CONSTELLATION ENERGY CORP COM COM 21037T109 11,073,132 31,345 SH SOLE 31,345 0 0
COPART INC COM COM 217204106 1,390,608 35,520 SH SOLE 35,520 0 0
COREWEAVE INC COM CL A COM 21873S108 949,620 13,261 SH SOLE 13,261 0 0
CORTEVA INC COM COM 22052L104 22,542,390 336,303 SH SOLE 336,303 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 70,975,756 82,306 SH SOLE 82,306 0 0
CRANE COMPANY COMMON STOCK COM 224408104 685,711 3,718 SH SOLE 3,718 0 0
CROWDSTRIKE HLDGS INC CL A COM 22788C105 62,428,519 133,178 SH SOLE 133,178 0 0
CROWN CASTLE INC COM COM 22822V101 10,313,275 116,049 SH SOLE 116,049 0 0
CROWN HLDGS INC COM COM 228368106 1,956,430 19,000 SH SOLE 19,000 0 0
CSX CORP COM COM 126408103 5,978,713 164,930 SH SOLE 164,930 0 0
CUMMINS INC COM COM 231021106 7,959,957 15,594 SH SOLE 15,594 0 0
DARDEN RESTAURANTS INC COM COM 237194105 10,547,842 57,319 SH SOLE 57,319 0 0
DATADOG INC CL A COM COM 23804L103 24,415,781 179,541 SH SOLE 179,541 0 0
DAVITA INC COM COM 23918K108 10,362,595 91,212 SH SOLE 91,212 0 0
DECKERS OUTDOOR CORP COM COM 243537107 1,549,659 14,948 SH SOLE 14,948 0 0
DEERE & CO COM COM 244199105 1,434,887 3,082 SH SOLE 3,082 0 0
DELL TECHNOLOGIES INC CL C COM 24703L202 8,475,626 67,331 SH SOLE 67,331 0 0
DELTA AIR LINES INC DEL COM NEW COM 247361702 10,958,815 157,908 SH SOLE 157,908 0 0
DENISON MINES CORP COM COM 248356107 4,383,088 1,204,145 SH SOLE 1,204,145 0 0
DEVON ENERGY CORP NEW COM COM 25179M103 307,436 8,393 SH SOLE 8,393 0 0
DEXCOM INC COM COM 252131107 2,777,850 41,854 SH SOLE 41,854 0 0
DIGITAL RLTY TR INC COM COM 253868103 15,660,056 101,222 SH SOLE 101,222 0 0
DILLARDS INC CL A COM 254067101 274,066 452 SH SOLE 452 0 0
DISNEY WALT CO COM COM 254687106 29,528,435 259,545 SH SOLE 259,545 0 0
DOCUSIGN INC COM COM 256163106 4,687,726 68,534 SH SOLE 68,534 0 0
DOLLAR GEN CORP NEW COM COM 256677105 11,863,796 89,356 SH SOLE 89,356 0 0
DOLLAR TREE INC COM COM 256746108 582,821 4,738 SH SOLE 4,738 0 0
DOMINION ENERGY INC COM COM 25746U109 2,155,760 36,794 SH SOLE 36,794 0 0
DOMINOS PIZZA INC COM COM 25754A201 7,939,171 19,047 SH SOLE 19,047 0 0
DOORDASH INC CL A COM 25809K105 2,644,833 11,678 SH SOLE 11,678 0 0
DOXIMITY INC CL A COM 26622P107 1,049,436 23,700 SH SOLE 23,700 0 0
DROPBOX INC CL A COM 26210C104 1,142,219 41,087 SH SOLE 41,087 0 0
DTE ENERGY CO COM COM 233331107 1,210,864 9,388 SH SOLE 9,388 0 0
DUKE ENERGY CORP NEW COM NEW COM 26441C204 6,325,941 53,971 SH SOLE 53,971 0 0
DYNATRACE INC COM NEW COM 268150109 6,756,013 155,884 SH SOLE 155,884 0 0
EAST WEST BANCORP INC COM COM 27579R104 3,736,518 33,246 SH SOLE 33,246 0 0
EASTGROUP PPTYS INC COM COM 277276101 5,464,979 30,678 SH SOLE 30,678 0 0
EBAY INC. COM COM 278642103 8,192,539 94,059 SH SOLE 94,059 0 0
ECOLAB INC COM COM 278865100 19,111,193 72,799 SH SOLE 72,799 0 0
EDISON INTL COM COM 281020107 46,547,551 775,534 SH SOLE 775,534 0 0
EDWARDS LIFESCIENCES CORP COM COM 28176E108 319,006 3,742 SH SOLE 3,742 0 0
ELECTRONIC ARTS INC COM COM 285512109 13,117,986 64,200 SH SOLE 64,200 0 0
ELEVANCE HEALTH INC FORMERLY COM COM 036752103 2,475,584 7,062 SH SOLE 7,062 0 0
ELI LILLY & CO COM COM 532457108 104,752,284 97,473 SH SOLE 97,473 0 0
EMBRAER S.A. SPONSORED ADS COM 29082A107 2,015,489 31,311 SH SOLE 31,311 0 0
EMCOR GROUP INC COM COM 29084Q100 14,159,268 23,144 SH SOLE 23,144 0 0
EMERSON ELEC CO COM COM 291011104 6,019,516 45,355 SH SOLE 45,355 0 0
ENCOMPASS HEALTH CORP COM COM 29261A100 945,814 8,911 SH SOLE 8,911 0 0
ENERGY FUELS INC COM NEW COM 292671708 7,790,932 391,898 SH SOLE 391,898 0 0
ENTERGY CORP NEW COM COM 29364G103 1,788,705 19,352 SH SOLE 19,352 0 0
EOG RES INC COM COM 26875P101 2,711,988 25,826 SH SOLE 25,826 0 0
EQUIFAX INC COM COM 294429105 5,350,944 24,661 SH SOLE 24,661 0 0
EQUINIX INC COM COM 29444U700 20,773,662 27,114 SH SOLE 27,114 0 0
ESSENTIAL UTILS INC COM COM 29670G102 472,557 12,319 SH SOLE 12,319 0 0
ETSY INC COM COM 29786A106 888,038 16,018 SH SOLE 16,018 0 0
EVERGY INC COM COM 30034W106 688,293 9,495 SH SOLE 9,495 0 0
EVERSOURCE ENERGY COM COM 30040W108 1,489,407 22,121 SH SOLE 22,121 0 0
EXACT SCIENCES CORP COM COM 30063P105 328,750 3,237 SH SOLE 3,237 0 0
EXELIXIS INC COM COM 30161Q104 1,977,785 45,124 SH SOLE 45,124 0 0
EXELON CORP COM COM 30161N101 20,702,504 474,937 SH SOLE 474,937 0 0
EXPAND ENERGY CORPORATION COM COM 165167735 726,390 6,582 SH SOLE 6,582 0 0
EXPEDIA GROUP INC COM NEW COM 30212P303 18,234,398 64,362 SH SOLE 64,362 0 0
EXPEDITORS INTL WASH INC COM COM 302130109 727,020 4,879 SH SOLE 4,879 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 677,274 5,201 SH SOLE 5,201 0 0
EXXON MOBIL CORP COM COM 30231G102 138,732,284 1,152,836 SH SOLE 1,152,836 0 0
F5 INC COM COM 315616102 15,421,533 60,415 SH SOLE 60,415 0 0
FASTENAL CO COM COM 311900104 4,654,117 115,976 SH SOLE 115,976 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW COM 31488V107 707,963 3,180 SH SOLE 3,180 0 0
FIDELITY NATL INFORMATION SV COM COM 31620M106 114,799,216 1,727,343 SH SOLE 1,727,343 0 0
FIFTH THIRD BANCORP COM COM 316773100 7,931,018 169,430 SH SOLE 169,430 0 0
FIRST INDL RLTY TR INC COM COM 32054K103 560,501 9,787 SH SOLE 9,787 0 0
FIRSTENERGY CORP COM COM 337932107 53,026,707 1,184,425 SH SOLE 1,184,425 0 0
FLOWSERVE CORP COM COM 34354P105 235,476 3,394 SH SOLE 3,394 0 0
FORD MTR CO COM COM 345370860 21,324,540 1,625,346 SH SOLE 1,625,346 0 0
FORTINET INC COM COM 34959E109 48,361,246 609,007 SH SOLE 609,007 0 0
FORTIVE CORP COM COM 34959J108 556,903 10,087 SH SOLE 10,087 0 0
FOX CORP CL A COM COM 35137L105 1,733,659 23,726 SH SOLE 23,726 0 0
FOX CORP CL B COM COM 35137L204 13,757,888 211,888 SH SOLE 211,888 0 0
FREEPORT-MCMORAN INC CL B COM 35671D857 21,900,648 431,200 SH SOLE 431,200 0 0
FS KKR CAP CORP COM COM 302635206 427,372 28,857 SH SOLE 28,857 0 0
GALLAGHER ARTHUR J & CO COM COM 363576109 1,265,224 4,889 SH SOLE 4,889 0 0
GARTNER INC COM COM 366651107 3,002,132 11,900 SH SOLE 11,900 0 0
GE AEROSPACE COM NEW COM 369604301 58,504,754 189,932 SH SOLE 189,932 0 0
GE VERNOVA INC COM COM 36828A101 16,491,532 25,233 SH SOLE 25,233 0 0
GEN DIGITAL INC COM COM 668771108 8,767,742 322,462 SH SOLE 322,462 0 0
GENERAL DYNAMICS CORP COM COM 369550108 51,510,663 153,005 SH SOLE 153,005 0 0
GENERAL MTRS CO COM COM 37045V100 3,593,206 44,186 SH SOLE 44,186 0 0
GILEAD SCIENCES INC COM COM 375558103 6,916,399 56,350 SH SOLE 56,350 0 0
GODADDY INC CL A COM 380237107 7,807,858 62,926 SH SOLE 62,926 0 0
GOLDMAN SACHS GROUP INC COM COM 38141G104 123,866,043 140,917 SH SOLE 140,917 0 0
GRAND CANYON ED INC COM COM 38526M106 1,156,353 6,953 SH SOLE 6,953 0 0
HALOZYME THERAPEUTICS INC COM COM 40637H109 893,946 13,283 SH SOLE 13,283 0 0
HARTFORD INSURANCE GROUP INC COM COM 416515104 18,329,191 133,013 SH SOLE 133,013 0 0
HASBRO INC COM COM 418056107 1,317,248 16,064 SH SOLE 16,064 0 0
HCA HEALTHCARE INC COM COM 40412C101 37,909,966 81,202 SH SOLE 81,202 0 0
HDFC BANK LTD SPONSORED ADS COM 40415F101 43,767,612 1,197,800 SH SOLE 1,197,800 0 0
HEALTHCARE RLTY TR CL A COM COM 42226K105 1,048,900 61,882 SH SOLE 61,882 0 0
HEICO CORP NEW COM COM 422806109 524,216 1,620 SH SOLE 1,620 0 0
HILTON WORLDWIDE HLDGS INC COM COM 43300A203 1,197,833 4,170 SH SOLE 4,170 0 0
HOLOGIC INC COM COM 436440101 684,936 9,195 SH SOLE 9,195 0 0
HOME DEPOT INC COM COM 437076102 73,772,287 214,392 SH SOLE 214,392 0 0
HONEYWELL INTL INC COM COM 438516106 173,122,671 887,399 SH SOLE 887,399 0 0
HOST HOTELS & RESORTS INC COM COM 44107P104 2,095,083 118,166 SH SOLE 118,166 0 0
HOULIHAN LOKEY INC CL A COM 441593100 924,601 5,308 SH SOLE 5,308 0 0
HOWARD HUGHES HOLDINGS INC COM COM 44267T102 213,305 2,674 SH SOLE 2,674 0 0
HOWMET AEROSPACE INC COM COM 443201108 29,555,068 144,157 SH SOLE 144,157 0 0
HUBBELL INC COM COM 443510607 8,278,210 18,640 SH SOLE 18,640 0 0
HUBSPOT INC COM COM 443573100 3,019,381 7,524 SH SOLE 7,524 0 0
HUMANA INC COM COM 444859102 8,624,409 33,672 SH SOLE 33,672 0 0
HUNTINGTON BANCSHARES INC COM COM 446150104 3,699,124 213,206 SH SOLE 213,206 0 0
ICICI BANK LIMITED ADR COM 45104G104 382,930 12,850 SH SOLE 12,850 0 0
IDEXX LABS INC COM COM 45168D104 12,496,186 18,471 SH SOLE 18,471 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 76,763,582 311,667 SH SOLE 311,667 0 0
ILLUMINA INC COM COM 452327109 543,265 4,142 SH SOLE 4,142 0 0
INCYTE CORP COM COM 45337C102 10,000,858 101,254 SH SOLE 101,254 0 0
INFOSYS LTD SPONSORED ADR COM 456788108 4,383,720 246,000 SH SOLE 246,000 0 0
INGERSOLL RAND INC COM COM 45687V106 5,015,656 63,313 SH SOLE 63,313 0 0
INNOVATIVE INDL PPTYS INC COM COM 45781V101 270,710 5,716 SH SOLE 5,716 0 0
INSULET CORP COM COM 45784P101 5,432,679 19,113 SH SOLE 19,113 0 0
INTEL CORP COM COM 458140100 15,340,843 415,741 SH SOLE 415,741 0 0
INTERACTIVE BROKERS GROUP IN COM CL A COM 45841N107 11,712,587 182,127 SH SOLE 182,127 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 5,593,774 34,538 SH SOLE 34,538 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 7,996,485 26,996 SH SOLE 26,996 0 0
INTUIT COM COM 461202103 73,090,098 110,338 SH SOLE 110,338 0 0
INTUITIVE SURGICAL INC COM NEW COM 46120E602 38,250,822 67,538 SH SOLE 67,538 0 0
INVESCO DB MULTI-SECTOR COMM PRECIOUS METAL COM 46140H502 3,292,799 32,028 SH SOLE 32,028 0 0
IQVIA HLDGS INC COM COM 46266C105 10,755,438 47,715 SH SOLE 47,715 0 0
IRON MTN INC DEL COM COM 46284V101 6,504,109 78,410 SH SOLE 78,410 0 0
ISHARES GOLD TR ISHARES NEW COM 464285204 1,492,716 18,390 SH SOLE 18,390 0 0
ISHARES INC MSCI GERMANY ETF COM 464286806 1,082,858 25,479 SH SOLE 25,479 0 0
ISHARES INC MSCI TAIWAN ETF COM 46434G772 4,594,299 72,317 SH SOLE 72,317 0 0
ISHARES INC MSCI WORLD ETF COM 464286392 22,142,855 119,195 SH SOLE 119,195 0 0
ISHARES TR 20 YEAR TR BD COM 46436E338 11,950,468 527,149 SH SOLE 527,149 0 0
ISHARES TR CYBERSECURITY COM 46435U135 1,062,971 22,090 SH SOLE 22,090 0 0
ISHARES TR EXPANDED TECH COM 464287515 355,964 3,368 SH SOLE 3,368 0 0
ISHARES TR GLOBAL TECH ETF COM 464287291 1,899,660 18,092 SH SOLE 18,092 0 0
ISHARES TR IBOXX HI YD ETF COM 464288513 5,151,693 63,893 SH SOLE 63,893 0 0
ISHARES TR IBOXX INV CP ETF COM 464287242 1,300,022 11,798 SH SOLE 11,798 0 0
ISHARES TR MSCI ACWI ETF COM 464288257 15,945,074 112,694 SH SOLE 112,694 0 0
ISHARES TR MSCI EMG MKT ETF COM 464287234 919,511 16,807 SH SOLE 16,807 0 0
ISHARES TR MSCI EURO FL ETF COM 464289180 4,781,680 128,921 SH SOLE 128,921 0 0
ISHARES TR MSCI INDIA ETF COM 46429B598 3,796,040 70,232 SH SOLE 70,232 0 0
ISHARES TR MSCI SAUDI ARBIA COM 46434V423 490,843 13,481 SH SOLE 13,481 0 0
ISHARES TR MSCI USA QLT FCT COM 46432F339 4,027,021 20,275 SH SOLE 20,275 0 0
ISHARES TR RUS 1000 GRW ETF COM 464287614 2,631,075 5,559 SH SOLE 5,559 0 0
ISHARES TR RUS 1000 VAL ETF COM 464287598 3,742,790 17,794 SH SOLE 17,794 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD PFD 465562106 5,684,417 793,913 SH SOLE 793,913 0 0
JABIL INC COM COM 466313103 15,635,787 68,572 SH SOLE 68,572 0 0
JACOBS SOLUTIONS INC COM COM 46982L108 3,996,318 30,170 SH SOLE 30,170 0 0
JOHNSON & JOHNSON COM COM 478160104 50,196,964 242,556 SH SOLE 242,556 0 0
JPMORGAN CHASE & CO. COM COM 46625H100 247,165,940 767,072 SH SOLE 767,072 0 0
KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 7,250,429 35,683 SH SOLE 35,683 0 0
KIMBERLY-CLARK CORP COM COM 494368103 33,035,825 327,444 SH SOLE 327,444 0 0
KIMCO RLTY CORP COM COM 49446R109 23,442,681 1,156,521 SH SOLE 1,156,521 0 0
KKR & CO INC COM COM 48251W104 11,036,708 86,576 SH SOLE 86,576 0 0
KLA CORP COM NEW COM 482480100 32,812,020 27,004 SH SOLE 27,004 0 0
KROGER CO COM COM 501044101 13,125,111 210,069 SH SOLE 210,069 0 0
KYNDRYL HLDGS INC COMMON STOCK COM 50155Q100 244,804 9,217 SH SOLE 9,217 0 0
LABCORP HOLDINGS INC COM SHS COM 504922105 8,436,342 33,627 SH SOLE 33,627 0 0
LAM RESEARCH CORP COM NEW COM 512807306 70,695,115 412,987 SH SOLE 412,987 0 0
LAMAR ADVERTISING CO NEW CL A COM 512816109 664,418 5,249 SH SOLE 5,249 0 0
LAS VEGAS SANDS CORP COM COM 517834107 451,725 6,940 SH SOLE 6,940 0 0
LATTICE SEMICONDUCTOR CORP COM COM 518415104 994,728 13,519 SH SOLE 13,519 0 0
LAUDER ESTEE COS INC CL A COM 518439104 2,095,761 20,013 SH SOLE 20,013 0 0
LEIDOS HOLDINGS INC COM COM 525327102 7,443,124 41,259 SH SOLE 41,259 0 0
LINCOLN ELEC HLDGS INC COM COM 533900106 846,169 3,531 SH SOLE 3,531 0 0
LOCKHEED MARTIN CORP COM COM 539830109 10,678,950 22,079 SH SOLE 22,079 0 0
LOWES COS INC COM COM 548661107 148,442,421 615,535 SH SOLE 615,535 0 0
LULULEMON ATHLETICA INC COM COM 550021109 2,725,013 13,113 SH SOLE 13,113 0 0
LXP INDUSTRIAL TRUST COM ADDED COM 529043408 678,750 13,690 SH SOLE 13,690 0 0
M & T BK CORP COM COM 55261F104 494,835 2,456 SH SOLE 2,456 0 0
MACYS INC COM COM 55616P104 351,587 15,945 SH SOLE 15,945 0 0
MADISON SQUARE GRDN SPRT COR CL A COM 55825T103 825,352 3,191 SH SOLE 3,191 0 0
MAIN STR CAP CORP COM COM 56035L104 507,095 8,397 SH SOLE 8,397 0 0
MANHATTAN ASSOCIATES INC COM COM 562750109 2,402,597 13,863 SH SOLE 13,863 0 0
MARRIOTT INTL INC NEW CL A COM 571903202 1,373,743 4,428 SH SOLE 4,428 0 0
MARSH & MCLENNAN COS INC COM COM 571748102 1,620,888 8,737 SH SOLE 8,737 0 0
MARTIN MARIETTA MATLS INC COM COM 573284106 5,316,894 8,539 SH SOLE 8,539 0 0
MARVELL TECHNOLOGY INC COM COM 573874104 5,482,315 64,513 SH SOLE 64,513 0 0
MASTEC INC COM COM 576323109 6,561,096 30,184 SH SOLE 30,184 0 0
MASTERCARD INCORPORATED CL A COM 57636Q104 124,112,166 217,405 SH SOLE 217,405 0 0
MATCH GROUP INC NEW COM COM 57667L107 5,293,719 163,943 SH SOLE 163,943 0 0
MCDONALDS CORP COM COM 580135101 3,517,801 11,510 SH SOLE 11,510 0 0
MCKESSON CORP COM COM 58155Q103 27,181,129 33,136 SH SOLE 33,136 0 0
MEDPACE HLDGS INC COM COM 58506Q109 3,264,310 5,812 SH SOLE 5,812 0 0
MERCADOLIBRE INC COM COM 58733R102 205,455 102 SH SOLE 102 0 0
MERCK & CO INC COM COM 58933Y105 35,523,461 337,483 SH SOLE 337,483 0 0
META PLATFORMS INC CL A COM 30303M102 389,760,042 590,465 SH SOLE 590,465 0 0
METTLER TOLEDO INTERNATIONAL COM COM 592688105 1,098,622 788 SH SOLE 788 0 0
MICROCHIP TECHNOLOGY INC. COM COM 595017104 861,239 13,516 SH SOLE 13,516 0 0
MICRON TECHNOLOGY INC COM COM 595112103 30,520,318 106,935 SH SOLE 106,935 0 0
MICROSOFT CORP COM COM 594918104 883,590,667 1,827,035 SH SOLE 1,827,035 0 0
MKS INC. COM COM 55306N104 847,100 5,301 SH SOLE 5,301 0 0
MONDELEZ INTL INC CL A COM 609207105 547,774 10,176 SH SOLE 10,176 0 0
MONGODB INC CL A COM 60937P106 2,700,285 6,434 SH SOLE 6,434 0 0
MONOLITHIC PWR SYS INC COM COM 609839105 1,430,236 1,578 SH SOLE 1,578 0 0
MONSTER BEVERAGE CORP NEW COM COM 61174X109 20,873,944 272,257 SH SOLE 272,257 0 0
MOODYS CORP COM COM 615369105 18,715,501 36,636 SH SOLE 36,636 0 0
MORGAN STANLEY COM NEW COM 617446448 57,229,281 322,364 SH SOLE 322,364 0 0
MORNINGSTAR INC COM COM 617700109 417,670 1,922 SH SOLE 1,922 0 0
MOTOROLA SOLUTIONS INC COM NEW COM 620076307 126,496,367 330,002 SH SOLE 330,002 0 0
NANO NUCLEAR ENERGY INC COM COM 63010H108 1,618,154 67,395 SH SOLE 67,395 0 0
NASDAQ INC COM COM 631103108 19,504,675 200,810 SH SOLE 200,810 0 0
NATIONAL FUEL GAS CO COM COM 636180101 1,124,443 14,045 SH SOLE 14,045 0 0
NETAPP INC COM COM 64110D104 2,456,002 22,934 SH SOLE 22,934 0 0
NETFLIX INC COM COM 64110L106 66,227,564 706,352 SH SOLE 706,352 0 0
NEW YORK TIMES CO CL A COM 650111107 1,021,376 14,713 SH SOLE 14,713 0 0
NEWMONT CORP COM COM 651639106 16,915,688 169,411 SH SOLE 169,411 0 0
NEWS CORP NEW CL B COM 65249B208 772,336 26,066 SH SOLE 26,066 0 0
NEXGEN ENERGY LTD COM COM 65340P106 4,033,845 319,386 SH SOLE 319,386 0 0
NEXTERA ENERGY INC COM COM 65339F101 8,559,132 106,616 SH SOLE 106,616 0 0
NIKE INC CL B COM 654106103 5,512,954 86,532 SH SOLE 86,532 0 0
NISOURCE INC COM COM 65473P105 848,521 20,319 SH SOLE 20,319 0 0
NORFOLK SOUTHN CORP COM COM 655844108 6,004,799 20,798 SH SOLE 20,798 0 0
NRG ENERGY INC COM NEW COM 629377508 5,009,531 31,459 SH SOLE 31,459 0 0
NUCOR CORP COM COM 670346105 5,803,291 35,579 SH SOLE 35,579 0 0
NUSCALE PWR CORP CL A COM COM 67079K100 858,872 60,612 SH SOLE 60,612 0 0
NUTANIX INC CL A COM 67059N108 2,382,495 46,092 SH SOLE 46,092 0 0
NVIDIA CORPORATION COM COM 67066G104 1,115,855,051 5,983,137 SH SOLE 5,983,137 0 0
NVR INC COM COM 62944T105 7,460,504 1,023 SH SOLE 1,023 0 0
OGE ENERGY CORP COM COM 670837103 4,478,846 104,891 SH SOLE 104,891 0 0
OKLO INC COM CL A COM 02156V109 3,034,730 42,290 SH SOLE 42,290 0 0
OKTA INC CL A COM 679295105 9,056,003 104,730 SH SOLE 104,730 0 0
OLD DOMINION FREIGHT LINE IN COM COM 679580100 5,118,579 32,644 SH SOLE 32,644 0 0
OMNICOM GROUP INC COM COM 681919106 8,560,388 106,011 SH SOLE 106,011 0 0
ON SEMICONDUCTOR CORP COM COM 682189105 4,007,641 74,010 SH SOLE 74,010 0 0
ORACLE CORP COM COM 68389X105 31,180,143 159,972 SH SOLE 159,972 0 0
OREILLY AUTOMOTIVE INC COM COM 67103H107 1,418,498 15,552 SH SOLE 15,552 0 0
OTIS WORLDWIDE CORP COM COM 68902V107 21,544,004 246,640 SH SOLE 246,640 0 0
PACCAR INC COM COM 693718108 46,933,577 428,578 SH SOLE 428,578 0 0
PALANTIR TECHNOLOGIES INC CL A COM 69608A108 76,587,320 430,871 SH SOLE 430,871 0 0
PALO ALTO NETWORKS INC COM COM 697435105 74,604,316 405,018 SH SOLE 405,018 0 0
PARAMOUNT SKYDANCE CORP COM CL B COM 69932A204 219,492 16,380 SH SOLE 16,380 0 0
PARKER-HANNIFIN CORP COM COM 701094104 8,113,680 9,231 SH SOLE 9,231 0 0
PAYCHEX INC COM COM 704326107 7,298,431 65,060 SH SOLE 65,060 0 0
PAYCOM SOFTWARE INC COM COM 70432V102 1,754,872 11,012 SH SOLE 11,012 0 0
PAYPAL HLDGS INC COM COM 70450Y103 9,546,006 163,515 SH SOLE 163,515 0 0
PEGASYSTEMS INC COM COM 705573103 2,835,625 47,482 SH SOLE 47,482 0 0
PEPSICO INC COM COM 713448108 2,440,558 17,005 SH SOLE 17,005 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG COM 71654V101 2,835,228 251,573 SH SOLE 251,573 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR COM 71654V408 1,919,096 161,949 SH SOLE 161,949 0 0
PFIZER INC COM COM 717081103 10,789,942 433,331 SH SOLE 433,331 0 0
PG&E CORP COM COM 69331C108 28,966,545 1,802,523 SH SOLE 1,802,523 0 0
PHILIP MORRIS INTL INC COM COM 718172109 2,064,508 12,871 SH SOLE 12,871 0 0
PINTEREST INC CL A COM 72352L106 1,651,549 63,791 SH SOLE 63,791 0 0
PLYMOUTH INDL REIT INC COM COM 729640102 468,691 21,421 SH SOLE 21,421 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 11,183,127 53,577 SH SOLE 53,577 0 0
PPG INDS INC COM COM 693506107 2,192,029 21,394 SH SOLE 21,394 0 0
PPL CORP COM COM 69351T106 1,060,441 30,281 SH SOLE 30,281 0 0
PRICE T ROWE GROUP INC COM COM 74144T108 525,721 5,135 SH SOLE 5,135 0 0
PRIMERICA INC COM COM 74164M108 478,224 1,851 SH SOLE 1,851 0 0
PRINCIPAL FINANCIAL GROUP IN COM COM 74251V102 1,137,115 12,891 SH SOLE 12,891 0 0
PROCTER AND GAMBLE CO COM COM 742718109 82,334,461 574,520 SH SOLE 574,520 0 0
PROGRESSIVE CORP COM COM 743315103 1,769,384 7,770 SH SOLE 7,770 0 0
PROLOGIS INC. COM COM 74340W103 69,248,018 542,441 SH SOLE 542,441 0 0
PRUDENTIAL FINL INC COM COM 744320102 4,472,870 39,625 SH SOLE 39,625 0 0
PTC INC COM COM 69370C100 6,224,698 35,731 SH SOLE 35,731 0 0
PUBLIC STORAGE OPER CO COM COM 74460D109 936,017 3,607 SH SOLE 3,607 0 0
PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 4,557,266 56,753 SH SOLE 56,753 0 0
PULTE GROUP INC COM COM 745867101 1,204,377 10,271 SH SOLE 10,271 0 0
PURE STORAGE INC CL A COM 74624M102 2,909,239 43,415 SH SOLE 43,415 0 0
QORVO INC COM COM 74736K101 805,972 9,537 SH SOLE 9,537 0 0
QUALCOMM INC COM COM 747525103 70,187,802 410,335 SH SOLE 410,335 0 0
QUANTA SVCS INC COM COM 74762E102 12,371,845 29,313 SH SOLE 29,313 0 0
RALPH LAUREN CORP CL A COM 751212101 20,338,586 57,517 SH SOLE 57,517 0 0
REDDIT INC CL A COM 75734B100 276,304 1,202 SH SOLE 1,202 0 0
REGENERON PHARMACEUTICALS COM COM 75886F107 8,841,771 11,455 SH SOLE 11,455 0 0
REGIONS FINANCIAL CORP NEW COM COM 7591EP100 23,193,589 855,852 SH SOLE 855,852 0 0
RELX PLC SPONSORED ADR COM 759530108 5,051,328 124,971 SH SOLE 124,971 0 0
REPUBLIC SVCS INC COM COM 760759100 1,061,981 5,011 SH SOLE 5,011 0 0
RESMED INC COM COM 761152107 34,409,725 142,856 SH SOLE 142,856 0 0
REXFORD INDL RLTY INC COM COM 76169C100 2,791,557 72,096 SH SOLE 72,096 0 0
RINGCENTRAL INC CL A COM 76680R206 1,040,258 36,020 SH SOLE 36,020 0 0
ROBINHOOD MKTS INC COM CL A COM 770700102 5,966,477 52,754 SH SOLE 52,754 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 28,086,185 72,188 SH SOLE 72,188 0 0
ROLLINS INC COM COM 775711104 894,358 14,901 SH SOLE 14,901 0 0
ROPER TECHNOLOGIES INC COM COM 776696106 9,050,383 20,332 SH SOLE 20,332 0 0
ROSS STORES INC COM COM 778296103 1,309,258 7,268 SH SOLE 7,268 0 0
ROYAL BK CDA COM COM 780087102 1,853,903 7,923 SH SOLE 7,923 0 0
RTX CORPORATION COM COM 75513E101 12,551,713 68,439 SH SOLE 68,439 0 0
RUBRIK INC. CL A COM 781154109 2,014,254 26,337 SH SOLE 26,337 0 0
RYDER SYS INC COM COM 783549108 562,687 2,940 SH SOLE 2,940 0 0
S&P GLOBAL INC COM COM 78409V104 23,618,455 45,195 SH SOLE 45,195 0 0
SAILPOINT INC COM COM 78781J109 5,250,211 259,526 SH SOLE 259,526 0 0
SALESFORCE INC COM COM 79466L302 56,430,333 213,017 SH SOLE 213,017 0 0
SAMSARA INC COM CL A COM 79589L106 482,155 13,601 SH SOLE 13,601 0 0
SANDISK CORP COM COM 80004C200 4,224,414 17,796 SH SOLE 17,796 0 0
SBA COMMUNICATIONS CORP NEW CL A COM 78410G104 5,618,755 29,048 SH SOLE 29,048 0 0
SCHWAB CHARLES CORP COM COM 808513105 8,745,822 87,537 SH SOLE 87,537 0 0
SEI INVTS CO COM COM 784117103 1,923,533 23,452 SH SOLE 23,452 0 0
SELECT SECTOR SPDR TR STATE STREET UTI COM 81369Y886 1,480,489 34,680 SH SOLE 34,680 0 0
SEMPRA COM COM 816851109 16,405,518 185,814 SH SOLE 185,814 0 0
SENTINELONE INC CL A COM 81730H109 2,393,685 159,579 SH SOLE 159,579 0 0
SERVICENOW INC COM COM 81762P102 67,483,872 440,524 SH SOLE 440,524 0 0
SHOPIFY INC CL A SUB VTG SHS COM 82509L107 13,858,585 84,626 SH SOLE 84,626 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109 1,058,274 5,717 SH SOLE 5,717 0 0
SKYWORKS SOLUTIONS INC COM COM 83088M102 1,300,666 20,512 SH SOLE 20,512 0 0
SMITH A O CORP COM COM 831865209 1,999,779 29,901 SH SOLE 29,901 0 0
SNAP ON INC COM COM 833034101 2,142,034 6,216 SH SOLE 6,216 0 0
SNOWFLAKE INC COM SHS COM 833445109 5,258,717 23,973 SH SOLE 23,973 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B COM 833635105 2,853,205 41,471 SH SOLE 41,471 0 0
SOLSTICE ADVANCED MATLS INC COM SHS ADDED COM 83443Q103 464,328 9,558 SH SOLE 9,558 0 0
SOUTHERN CO COM COM 842587107 4,218,213 48,374 SH SOLE 48,374 0 0
SOUTHERN COPPER CORP COM COM 84265V105 2,237,845 15,598 SH SOLE 15,598 0 0
SPDR GOLD TR GOLD SHS COM 78463V107 29,403,824 74,194 SH SOLE 74,194 0 0
SPDR S&P 500 ETF TR TR UNIT COM 78462F103 12,089,760 17,729 SH SOLE 17,729 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 766,346 9,619 SH SOLE 9,619 0 0
SPX TECHNOLOGIES INC COM COM 78473E103 4,721,616 23,601 SH SOLE 23,601 0 0
STAG INDL INC COM COM 85254J102 5,257,599 143,025 SH SOLE 143,025 0 0
STARBUCKS CORP COM COM 855244109 1,777,926 21,113 SH SOLE 21,113 0 0
STATE STR CORP COM COM 857477103 178,705,039 1,385,203 SH SOLE 1,385,203 0 0
STEEL DYNAMICS INC COM COM 858119100 6,257,619 36,929 SH SOLE 36,929 0 0
STRYKER CORPORATION COM COM 863667101 16,087,133 45,771 SH SOLE 45,771 0 0
SYNCHRONY FINANCIAL COM COM 87165B103 1,452,183 17,406 SH SOLE 17,406 0 0
SYNOPSYS INC COM COM 871607107 121,583,264 258,842 SH SOLE 258,842 0 0
SYSCO CORP COM COM 871829107 14,881,843 201,952 SH SOLE 201,952 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS COM 874039100 13,146,585 43,261 SH SOLE 43,261 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM COM 874054109 487,737 1,905 SH SOLE 1,905 0 0
TALEN ENERGY CORP COM COM 87422Q109 868,879 2,318 SH SOLE 2,318 0 0
TAPESTRY INC COM COM 876030107 8,331,243 65,205 SH SOLE 65,205 0 0
TD SYNNEX CORPORATION COM COM 87162W100 1,589,734 10,582 SH SOLE 10,582 0 0
TELEDYNE TECHNOLOGIES INC COM COM 879360105 362,618 710 SH SOLE 710 0 0
TELEFONICA BRASIL SA SPONSORED ADS COM 87936R205 809,125 68,223 SH SOLE 68,223 0 0
TENET HEALTHCARE CORP COM NEW COM 88033G407 2,631,252 13,241 SH SOLE 13,241 0 0
TERADYNE INC COM COM 880770102 1,667,132 8,613 SH SOLE 8,613 0 0
TERRENO RLTY CORP COM COM 88146M101 986,387 16,801 SH SOLE 16,801 0 0
TESLA INC COM COM 88160R101 179,800,754 399,806 SH SOLE 399,806 0 0
TEXAS INSTRS INC COM COM 882508104 5,718,230 32,960 SH SOLE 32,960 0 0
TEXTRON INC COM COM 883203101 1,676,541 19,233 SH SOLE 19,233 0 0
THE CIGNA GROUP COM COM 125523100 10,995,439 39,950 SH SOLE 39,950 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 116,050,508 200,277 SH SOLE 200,277 0 0
TIM S A SPONSORED ADR COM 88706T108 1,301,827 66,932 SH SOLE 66,932 0 0
TJX COS INC NEW COM COM 872540109 21,882,513 142,455 SH SOLE 142,455 0 0
T-MOBILE US INC COM COM 872590104 22,018,064 108,442 SH SOLE 108,442 0 0
TOAST INC CL A COM 888787108 2,661,901 74,962 SH SOLE 74,962 0 0
TOLL BROTHERS INC COM COM 889478103 1,770,300 13,092 SH SOLE 13,092 0 0
TPG INC COM CL A COM 872657101 2,273,279 35,609 SH SOLE 35,609 0 0
TRADEWEB MKTS INC CL A COM 892672106 1,910,878 17,769 SH SOLE 17,769 0 0
TRAVELERS COMPANIES INC COM COM 89417E109 19,364,116 66,759 SH SOLE 66,759 0 0
TRIMBLE INC COM COM 896239100 911,759 11,637 SH SOLE 11,637 0 0
TRUIST FINL CORP COM COM 89832Q109 26,242,512 533,276 SH SOLE 533,276 0 0
TWILIO INC CL A COM 90138F102 4,935,728 34,700 SH SOLE 34,700 0 0
TYLER TECHNOLOGIES INC COM COM 902252105 778,978 1,716 SH SOLE 1,716 0 0
UBER TECHNOLOGIES INC COM COM 90353T100 18,463,110 225,959 SH SOLE 225,959 0 0
UGI CORP NEW COM COM 902681105 1,748,430 46,712 SH SOLE 46,712 0 0
UNION PAC CORP COM COM 907818108 251,255,620 1,086,182 SH SOLE 1,086,182 0 0
UNITED AIRLS HLDGS INC COM COM 910047109 18,960,199 169,560 SH SOLE 169,560 0 0
UNITED PARCEL SERVICE INC CL B COM 911312106 9,324,058 94,002 SH SOLE 94,002 0 0
UNITED RENTALS INC COM COM 911363109 5,224,970 6,456 SH SOLE 6,456 0 0
UNITED THERAPEUTICS CORP DEL COM COM 91307C102 1,942,666 3,987 SH SOLE 3,987 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 21,700,111 65,736 SH SOLE 65,736 0 0
URANIUM ENERGY CORP COM COM 916896103 3,897,382 333,680 SH SOLE 333,680 0 0
US BANCORP DEL COM NEW COM 902973304 27,256,448 510,803 SH SOLE 510,803 0 0
VALE S A SPONSORED ADS COM 91912E105 4,641,964 356,252 SH SOLE 356,252 0 0
VALERO ENERGY CORP COM COM 91913Y100 1,075,065 6,604 SH SOLE 6,604 0 0
VALMONT INDS INC COM COM 920253101 666,644 1,657 SH SOLE 1,657 0 0
VANECK ETF TRUST CLO ETF COM 92189H748 31,529,841 597,043 SH SOLE 597,043 0 0
VEEVA SYS INC CL A COM COM 922475108 4,190,697 18,773 SH SOLE 18,773 0 0
VERALTO CORP COM SHS COM 92338C103 7,243,529 72,595 SH SOLE 72,595 0 0
VERISIGN INC COM COM 92343E102 866,603 3,567 SH SOLE 3,567 0 0
VERISK ANALYTICS INC COM COM 92345Y106 1,081,541 4,835 SH SOLE 4,835 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 33,650,434 826,183 SH SOLE 826,183 0 0
VERTEX PHARMACEUTICALS INC COM COM 92532F100 1,315,197 2,901 SH SOLE 2,901 0 0
VERTIV HOLDINGS CO COM CL A COM 92537N108 6,056,096 37,381 SH SOLE 37,381 0 0
VICI PPTYS INC COM COM 925652109 44,739,539 1,591,022 SH SOLE 1,591,022 0 0
VISA INC COM CL A COM 92826C839 95,939,877 273,559 SH SOLE 273,559 0 0
VISTRA CORP COM COM 92840M102 7,497,005 46,470 SH SOLE 46,470 0 0
VORNADO RLTY TR SH BEN INT COM 929042109 1,552,046 46,636 SH SOLE 46,636 0 0
VULCAN MATLS CO COM COM 929160109 5,117,417 17,942 SH SOLE 17,942 0 0
WABTEC COM COM 929740108 96,745,145 453,245 SH SOLE 453,245 0 0
WALMART INC COM COM 931142103 63,850,185 573,110 SH SOLE 573,110 0 0
WARNER BROS DISCOVERY INC COM SER A COM 934423104 1,050,114 36,437 SH SOLE 36,437 0 0
WASTE MGMT INC DEL COM COM 94106L109 7,895,938 35,938 SH SOLE 35,938 0 0
WEC ENERGY GROUP INC COM COM 92939U106 2,479,997 23,516 SH SOLE 23,516 0 0
WELLS FARGO CO NEW COM COM 949746101 56,894,033 610,451 SH SOLE 610,451 0 0
WELLTOWER INC COM COM 95040Q104 851,579 4,588 SH SOLE 4,588 0 0
WESCO INTL INC COM COM 95082P105 3,963,657 16,202 SH SOLE 16,202 0 0
WESTERN DIGITAL CORP COM COM 958102105 20,694,106 120,126 SH SOLE 120,126 0 0
WILLIAMS SONOMA INC COM COM 969904101 6,477,816 36,272 SH SOLE 36,272 0 0
WISDOMTREE TR CLOUD COMPUTNG COM 97717Y691 312,884 8,937 SH SOLE 8,937 0 0
WORKDAY INC CL A COM 98138H101 4,995,138 23,257 SH SOLE 23,257 0 0
WW GRAINGER INC COM COM 384802104 6,733,391 6,673 SH SOLE 6,673 0 0
XCEL ENERGY INC COM COM 98389B100 1,857,505 25,149 SH SOLE 25,149 0 0
XYLEM INC COM COM 98419M100 1,070,375 7,860 SH SOLE 7,860 0 0
YETI HLDGS INC COM COM 98585X104 506,586 11,469 SH SOLE 11,469 0 0
YUM BRANDS INC COM COM 988498101 14,518,342 95,970 SH SOLE 95,970 0 0
YUM CHINA HLDGS INC COM COM 98850P109 4,560,650 95,531 SH SOLE 95,531 0 0
ZILLOW GROUP INC CL A COM 98954M101 210,353 3,083 SH SOLE 3,083 0 0
ZOETIS INC CL A COM 98978V103 8,784,627 69,819 SH SOLE 69,819 0 0
ZOOM COMMUNICATIONS INC CL A COM 98980L101 6,199,419 71,844 SH SOLE 71,844 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK COM 98980F104 200,888 19,753 SH SOLE 19,753 0 0
ZSCALER INC COM COM 98980G102 18,505,518 82,276 SH SOLE 82,276 0 0