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 19,126,827 119,468 SH SOLE 119,468 0 0
ABBOTT LABS COM 002824100 68,684,479 548,204 SH SOLE 548,204 0 0
ABBVIE INC COM 00287Y109 74,177,907 324,644 SH SOLE 324,644 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 54,605,222 203,523 SH SOLE 203,523 0 0
ADOBE INC COM 00724F101 48,458,215 138,456 SH SOLE 138,456 0 0
ADVANCED MICRO DEVICES INC COM 007903107 54,225,740 253,202 SH SOLE 253,202 0 0
AECOM COM 00766T100 6,023,998 63,191 SH SOLE 63,191 0 0
AERCAP HOLDINGS NV SHS N00985106 4,325,883 30,091 SH SOLE 30,091 0 0
AFFIRM HLDGS INC COM CL A 00827B106 4,614,660 62,000 SH SOLE 62,000 0 0
AFLAC INC COM 001055102 10,108,891 91,674 SH SOLE 91,674 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 9,364,882 68,824 SH SOLE 68,824 0 0
AIRBNB INC COM CL A 009066101 10,328,292 76,100 SH SOLE 76,100 0 0
ALBEMARLE CORP COM 012653101 6,223,360 44,000 SH SOLE 44,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,051,623 21,488 SH SOLE 21,488 0 0
ALLEGION PLC ORD SHS G0176J109 2,886,977 18,132 SH SOLE 18,132 0 0
ALLSTATE CORP COM 020002101 14,421,256 69,283 SH SOLE 69,283 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 12,014,994 30,215 SH SOLE 30,215 0 0
ALPHABET INC CAP STK CL C 02079K107 278,837,974 888,585 SH SOLE 888,585 0 0
ALPHABET INC CAP STK CL A 02079K305 318,337,902 1,017,054 SH SOLE 1,017,054 0 0
AMAZON COM INC COM 023135106 348,116,954 1,508,175 SH SOLE 1,508,175 0 0
AMCOR PLC ORD G0250X149 1,298,538 155,700 SH SOLE 155,700 0 0
AMERICAN EXPRESS CO COM 025816109 33,969,919 91,823 SH SOLE 91,823 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 3,042,224 22,258 SH SOLE 22,258 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 2,349,720 73,200 SH SOLE 73,200 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 8,164,635 95,437 SH SOLE 95,437 0 0
AMERICAN TOWER CORP NEW COM 03027X100 12,989,371 73,984 SH SOLE 73,984 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 9,554,558 73,215 SH SOLE 73,215 0 0
AMERIPRISE FINL INC COM 03076C106 9,974,007 20,341 SH SOLE 20,341 0 0
AMETEK INC COM 031100100 7,816,768 38,073 SH SOLE 38,073 0 0
AMGEN INC COM 031162100 34,004,891 103,892 SH SOLE 103,892 0 0
AMPHENOL CORP NEW CL A 032095101 59,122,263 437,489 SH SOLE 437,489 0 0
ANALOG DEVICES INC COM 032654105 20,905,723 77,086 SH SOLE 77,086 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 3,927,556 175,651 SH SOLE 175,651 0 0
AON PLC SHS CL A G0403H108 21,654,481 61,365 SH SOLE 61,365 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 11,749,446 81,165 SH SOLE 81,165 0 0
APPLE INC COM 037833100 690,020,915 2,538,148 SH SOLE 2,538,148 0 0
APPLIED MATLS INC COM 038222105 53,725,815 209,058 SH SOLE 209,058 0 0
APPLOVIN CORP COM CL A 03831W108 23,165,932 34,380 SH SOLE 34,380 0 0
APTIV PLC COM SHS G3265R107 13,335,457 175,259 SH SOLE 175,259 0 0
ARCH CAP GROUP LTD ORD G0450A105 17,692,444 184,450 SH SOLE 184,450 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 3,865,800 67,243 SH SOLE 67,243 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 5,770,191 35,700 SH SOLE 35,700 0 0
ARISTA NETWORKS INC COM SHS 040413205 39,739,302 303,284 SH SOLE 303,284 0 0
ASTERA LABS INC COM 04626A103 5,090,616 30,600 SH SOLE 30,600 0 0
AT&T INC COM 00206R102 57,019,475 2,295,470 SH SOLE 2,295,470 0 0
ATLASSIAN CORPORATION CL A 049468101 5,934,324 36,600 SH SOLE 36,600 0 0
AUTODESK INC COM 052769106 23,012,408 77,742 SH SOLE 77,742 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 29,051,041 112,938 SH SOLE 112,938 0 0
AUTOZONE INC COM 053332102 29,977,470 8,839 SH SOLE 8,839 0 0
AVALONBAY CMNTYS INC COM 053484101 5,434,042 29,971 SH SOLE 29,971 0 0
AVERY DENNISON CORP COM 053611109 3,364,780 18,500 SH SOLE 18,500 0 0
AXON ENTERPRISE INC COM 05464C101 6,752,688 11,890 SH SOLE 11,890 0 0
BAKER HUGHES COMPANY CL A 05722G100 48,946,528 1,074,803 SH SOLE 1,074,803 0 0
BALL CORP COM 058498106 2,192,958 41,400 SH SOLE 41,400 0 0
BANK AMERICA CORP COM 060505104 61,224,900 1,113,180 SH SOLE 1,113,180 0 0
BANK NEW YORK MELLON CORP COM 064058100 13,806,236 118,927 SH SOLE 118,927 0 0
BAXTER INTL INC COM 071813109 851,045 44,534 SH SOLE 44,534 0 0
BECTON DICKINSON & CO COM 075887109 10,086,012 51,971 SH SOLE 51,971 0 0
BENTLEY SYS INC COM CL B 08265T208 5,076,174 133,006 SH SOLE 133,006 0 0
BERKLEY W R CORP COM 084423102 13,658,885 194,793 SH SOLE 194,793 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 127,622,333 253,899 SH SOLE 253,899 0 0
BEST BUY INC COM 086516101 3,180,647 47,522 SH SOLE 47,522 0 0
BIOGEN INC COM 09062X103 4,673,062 26,553 SH SOLE 26,553 0 0
BLACKROCK INC COM 09290D101 36,304,862 33,919 SH SOLE 33,919 0 0
BLACKSTONE INC COM 09260D107 18,384,586 119,272 SH SOLE 119,272 0 0
BLOCK INC CL A 852234103 5,986,522 91,973 SH SOLE 91,973 0 0
BLOOM ENERGY CORP COM CL A 093712107 3,093,284 35,600 SH SOLE 35,600 0 0
BOOKING HOLDINGS INC COM 09857L108 28,463,579 5,315 SH SOLE 5,315 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,637,432 31,264 SH SOLE 31,264 0 0
BOSTON SCIENTIFIC CORP COM 101137107 27,133,750 284,570 SH SOLE 284,570 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 26,420,135 489,806 SH SOLE 489,806 0 0
BROADCOM INC COM 11135F101 243,212,430 702,723 SH SOLE 702,723 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,851,171 44,142 SH SOLE 44,142 0 0
BROWN & BROWN INC COM 115236101 10,499,917 131,743 SH SOLE 131,743 0 0
BROWN FORMAN CORP CL B 115637209 1,082,429 41,536 SH SOLE 41,536 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,635,951 15,900 SH SOLE 15,900 0 0
BUNGE GLOBAL SA COM SHS H11356104 1,216,298 13,654 SH SOLE 13,654 0 0
BURLINGTON STORES INC COM 122017106 3,758,516 13,012 SH SOLE 13,012 0 0
BXP INC COM 101121101 1,261,876 18,700 SH SOLE 18,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 21,306,390 68,163 SH SOLE 68,163 0 0
CAPITAL ONE FINL CORP COM 14040H105 25,307,474 104,421 SH SOLE 104,421 0 0
CARDINAL HEALTH INC COM 14149Y108 13,110,901 63,800 SH SOLE 63,800 0 0
CARLISLE COS INC COM 142339100 4,733,929 14,800 SH SOLE 14,800 0 0
CARLYLE GROUP INC COM 14316J108 3,090,626 52,286 SH SOLE 52,286 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 4,495,488 147,200 SH SOLE 147,200 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 6,921,458 130,989 SH SOLE 130,989 0 0
CARVANA CO CL A 146869102 11,740,597 27,820 SH SOLE 27,820 0 0
CATERPILLAR INC COM 149123101 67,555,123 117,924 SH SOLE 117,924 0 0
CBOE GLOBAL MKTS INC COM 12503M108 23,278,242 92,742 SH SOLE 92,742 0 0
CBRE GROUP INC CL A 12504L109 7,760,852 48,267 SH SOLE 48,267 0 0
CDW CORP COM 12514G108 4,692,227 34,451 SH SOLE 34,451 0 0
CENCORA INC COM 03073E105 40,083,157 118,677 SH SOLE 118,677 0 0
CENTENE CORP DEL COM 15135B101 4,895,203 118,960 SH SOLE 118,960 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,481,828 11,889 SH SOLE 11,889 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 14,001,059 75,453 SH SOLE 75,453 0 0
CHENIERE ENERGY INC COM NEW 16411R208 24,843,042 127,800 SH SOLE 127,800 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 17,739,650 479,450 SH SOLE 479,450 0 0
CHUBB LIMITED COM H1467J104 42,681,161 136,746 SH SOLE 136,746 0 0
CHURCH & DWIGHT CO INC COM 171340102 14,102,984 168,193 SH SOLE 168,193 0 0
CIENA CORP COM NEW 171779309 6,852,391 29,300 SH SOLE 29,300 0 0
CINCINNATI FINL CORP COM 172062101 5,188,350 31,768 SH SOLE 31,768 0 0
CINTAS CORP COM 172908105 18,238,277 96,976 SH SOLE 96,976 0 0
CISCO SYS INC COM 17275R102 105,802,015 1,373,517 SH SOLE 1,373,517 0 0
CITIGROUP INC COM NEW 172967424 35,636,076 305,391 SH SOLE 305,391 0 0
CITIZENS FINL GROUP INC COM 174610105 4,035,196 69,084 SH SOLE 69,084 0 0
CLOROX CO DEL COM 189054109 1,364,230 13,530 SH SOLE 13,530 0 0
CLOUDFLARE INC CL A COM 18915M107 12,958,275 65,728 SH SOLE 65,728 0 0
CME GROUP INC COM 12572Q105 44,096,139 161,477 SH SOLE 161,477 0 0
CNH INDL N V SHS N20944109 1,759,941 190,883 SH SOLE 190,883 0 0
COCA COLA CO COM 191216100 91,414,735 1,307,606 SH SOLE 1,307,606 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 3,903,547 43,038 SH SOLE 43,038 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 16,983,460 204,620 SH SOLE 204,620 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 7,118,887 31,480 SH SOLE 31,480 0 0
COLGATE PALMOLIVE CO COM 194162103 27,319,110 345,724 SH SOLE 345,724 0 0
COMCAST CORP NEW CL A 20030N101 17,642,603 590,251 SH SOLE 590,251 0 0
COMFORT SYS USA INC COM 199908104 10,900,826 11,680 SH SOLE 11,680 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,586,612 18,749 SH SOLE 18,749 0 0
CONSTELLATION ENERGY CORP COM 21037T109 31,092,706 88,014 SH SOLE 88,014 0 0
COOPER COS INC COM 216648501 2,378,479 29,020 SH SOLE 29,020 0 0
COPART INC COM 217204106 10,200,768 260,556 SH SOLE 260,556 0 0
COREBRIDGE FINL INC COM 21871X109 2,444,042 81,009 SH SOLE 81,009 0 0
COREWEAVE INC COM CL A 21873S108 2,384,613 33,300 SH SOLE 33,300 0 0
CORNING INC COM 219350105 15,197,877 173,571 SH SOLE 173,571 0 0
CORPAY INC COM SHS 219948106 3,957,831 13,152 SH SOLE 13,152 0 0
CORTEVA INC COM 22052L104 10,577,401 157,801 SH SOLE 157,801 0 0
COSTAR GROUP INC COM 22160N109 5,222,531 77,670 SH SOLE 77,670 0 0
COSTCO WHSL CORP NEW COM 22160K105 98,665,494 114,416 SH SOLE 114,416 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 4,906,649 34,100 SH SOLE 34,100 0 0
CRH PLC ORD G25508105 12,654,720 101,400 SH SOLE 101,400 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 20,370,903 43,457 SH SOLE 43,457 0 0
CROWN CASTLE INC COM 22822V101 7,316,222 82,325 SH SOLE 82,325 0 0
CROWN HLDGS INC COM 228368106 8,752,450 85,000 SH SOLE 85,000 0 0
CSX CORP COM 126408103 14,377,947 396,633 SH SOLE 396,633 0 0
CUMMINS INC COM 231021106 16,076,623 31,495 SH SOLE 31,495 0 0
CVS HEALTH CORP COM 126650100 16,391,809 206,550 SH SOLE 206,550 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 9,832,500 22,043 SH SOLE 22,043 0 0
D R HORTON INC COM 23331A109 9,180,185 63,738 SH SOLE 63,738 0 0
DANAHER CORPORATION COM 235851102 23,663,918 103,372 SH SOLE 103,372 0 0
DARDEN RESTAURANTS INC COM 237194105 5,199,117 28,253 SH SOLE 28,253 0 0
DATADOG INC CL A COM 23804L103 7,059,376 51,911 SH SOLE 51,911 0 0
DECKERS OUTDOOR CORP COM 243537107 6,551,944 63,200 SH SOLE 63,200 0 0
DEERE & CO COM 244199105 18,001,730 38,666 SH SOLE 38,666 0 0
DELL TECHNOLOGIES INC CL C 24703L202 6,389,166 50,756 SH SOLE 50,756 0 0
DEXCOM INC COM 252131107 7,303,621 110,044 SH SOLE 110,044 0 0
DICKS SPORTING GOODS INC COM 253393102 3,662,445 18,500 SH SOLE 18,500 0 0
DIGITAL RLTY TR INC COM 253868103 9,270,223 59,920 SH SOLE 59,920 0 0
DISNEY WALT CO COM 254687106 31,866,977 280,100 SH SOLE 280,100 0 0
DOCUSIGN INC COM 256163106 4,083,480 59,700 SH SOLE 59,700 0 0
DOLLAR GEN CORP NEW COM 256677105 7,399,803 55,734 SH SOLE 55,734 0 0
DOLLAR TREE INC COM 256746108 3,479,584 28,287 SH SOLE 28,287 0 0
DOMINION ENERGY INC COM 25746U109 11,946,501 203,900 SH SOLE 203,900 0 0
DOMINOS PIZZA INC COM 25754A201 2,545,520 6,107 SH SOLE 6,107 0 0
DOORDASH INC CL A 25809K105 14,494,720 64,000 SH SOLE 64,000 0 0
DOVER CORP COM 260003108 3,165,817 16,215 SH SOLE 16,215 0 0
DOW INC COM 260557103 616,835 26,383 SH SOLE 26,383 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 3,559,718 103,300 SH SOLE 103,300 0 0
DUPONT DE NEMOURS INC COM 26614N102 499,485 12,425 SH SOLE 12,425 0 0
DYNATRACE INC COM NEW 268150109 7,010,072 161,746 SH SOLE 161,746 0 0
EATON CORP PLC SHS G29183103 27,017,612 84,825 SH SOLE 84,825 0 0
EBAY INC. COM 278642103 6,534,590 75,024 SH SOLE 75,024 0 0
ECHOSTAR CORP CL A 278768106 3,097,950 28,500 SH SOLE 28,500 0 0
ECOLAB INC COM 278865100 20,803,397 79,245 SH SOLE 79,245 0 0
EDISON INTL COM 281020107 7,972,757 132,835 SH SOLE 132,835 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 11,426,485 134,035 SH SOLE 134,035 0 0
ELECTRONIC ARTS INC COM 285512109 23,138,125 113,239 SH SOLE 113,239 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 24,171,124 68,952 SH SOLE 68,952 0 0
ELI LILLY & CO COM 532457108 230,557,548 214,536 SH SOLE 214,536 0 0
EMCOR GROUP INC COM 29084Q100 12,345,923 20,180 SH SOLE 20,180 0 0
EMERSON ELEC CO COM 291011104 12,524,388 94,367 SH SOLE 94,367 0 0
ENTEGRIS INC COM 29362U104 2,645,450 31,400 SH SOLE 31,400 0 0
EQUIFAX INC COM 294429105 5,230,086 24,104 SH SOLE 24,104 0 0
EQUINIX INC COM 29444U700 12,763,459 16,659 SH SOLE 16,659 0 0
EQUITABLE HLDGS INC COM 29452E101 1,920,152 40,297 SH SOLE 40,297 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 4,366,284 72,039 SH SOLE 72,039 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,836,993 60,866 SH SOLE 60,866 0 0
ERIE INDTY CO CL A 29530P102 2,524,241 8,806 SH SOLE 8,806 0 0
ESSENTIAL UTILS INC COM 29670G102 2,621,369 68,336 SH SOLE 68,336 0 0
ESSEX PPTY TR INC COM 297178105 2,945,993 11,258 SH SOLE 11,258 0 0
EVEREST GROUP LTD COM G3223R108 4,821,146 14,207 SH SOLE 14,207 0 0
EXELON CORP COM 30161N101 16,853,027 386,626 SH SOLE 386,626 0 0
EXPEDIA GROUP INC COM NEW 30212P303 5,590,840 19,734 SH SOLE 19,734 0 0
EXTRA SPACE STORAGE INC COM 30225T102 5,502,576 42,256 SH SOLE 42,256 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104 129,513 4,198 SH SOLE 4,198 0 0
F5 INC COM 315616102 12,865,104 50,400 SH SOLE 50,400 0 0
FAIR ISAAC CORP COM 303250104 9,095,536 5,380 SH SOLE 5,380 0 0
FASTENAL CO COM 311900104 11,639,105 290,035 SH SOLE 290,035 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 12,223,945 54,907 SH SOLE 54,907 0 0
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 3,819,607 69,969 SH SOLE 69,969 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 6,766,758 101,817 SH SOLE 101,817 0 0
FIFTH THIRD BANCORP COM 316773100 4,486,458 95,844 SH SOLE 95,844 0 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103 5,698,107 2,655 SH SOLE 2,655 0 0
FIRST SOLAR INC COM 336433107 8,385,483 32,100 SH SOLE 32,100 0 0
FISERV INC COM 337738108 6,406,877 95,383 SH SOLE 95,383 0 0
FLEX LTD ORD Y2573F102 5,250,498 86,900 SH SOLE 86,900 0 0
FLUTTER ENTMT PLC SHS G3643J108 8,985,233 41,784 SH SOLE 41,784 0 0
FORD MTR CO COM 345370860 10,597,811 807,760 SH SOLE 807,760 0 0
FORTINET INC COM 34959E109 20,414,722 257,080 SH SOLE 257,080 0 0
FORTIVE CORP COM 34959J108 2,408,205 43,619 SH SOLE 43,619 0 0
FOX CORP CL A COM 35137L105 1,928,171 26,388 SH SOLE 26,388 0 0
FOX CORP CL B COM 35137L204 895,125 13,786 SH SOLE 13,786 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 3,152,504 19,198 SH SOLE 19,198 0 0
GALLAGHER ARTHUR J & CO COM 363576109 19,656,136 75,954 SH SOLE 75,954 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 3,219,111 72,032 SH SOLE 72,032 0 0
GARMIN LTD SHS H2906T109 9,453,013 46,601 SH SOLE 46,601 0 0
GARTNER INC COM 366651107 6,712,163 26,606 SH SOLE 26,606 0 0
GE AEROSPACE COM NEW 369604301 49,623,940 161,101 SH SOLE 161,101 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 7,132,049 86,955 SH SOLE 86,955 0 0
GE VERNOVA INC COM 36828A101 27,519,872 42,107 SH SOLE 42,107 0 0
GEN DIGITAL INC COM 668771108 6,548,195 240,831 SH SOLE 240,831 0 0
GENERAL MLS INC COM 370334104 15,020,802 323,028 SH SOLE 323,028 0 0
GENERAL MTRS CO COM 37045V100 19,157,366 235,580 SH SOLE 235,580 0 0
GENUINE PARTS CO COM 372460105 2,011,872 16,362 SH SOLE 16,362 0 0
GILEAD SCIENCES INC COM 375558103 36,216,033 295,063 SH SOLE 295,063 0 0
GLOBAL E ONLINE LTD SHS M5216V106 1,808 46 SH SOLE 46 0 0
GLOBAL PMTS INC COM 37940X102 3,510,864 45,360 SH SOLE 45,360 0 0
GODADDY INC CL A 380237107 11,154,543 89,898 SH SOLE 89,898 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 44,604,855 50,745 SH SOLE 50,745 0 0
GRACO INC COM 384109104 8,106,177 98,892 SH SOLE 98,892 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 9,268,979 67,264 SH SOLE 67,264 0 0
HCA HEALTHCARE INC COM 40412C101 19,827,078 42,469 SH SOLE 42,469 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 1,624,080 101,000 SH SOLE 101,000 0 0
HEICO CORP NEW COM 422806109 1,188,222 3,672 SH SOLE 3,672 0 0
HEICO CORP NEW CL A 422806208 1,691,029 6,699 SH SOLE 6,699 0 0
HENRY JACK & ASSOC INC COM 426281101 7,110,516 38,966 SH SOLE 38,966 0 0
HERSHEY CO COM 427866108 12,268,909 67,419 SH SOLE 67,419 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 5,196,968 216,360 SH SOLE 216,360 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 9,777,990 34,040 SH SOLE 34,040 0 0
HOLOGIC INC COM 436440101 7,569,227 101,614 SH SOLE 101,614 0 0
HOME DEPOT INC COM 437076102 55,128,262 160,210 SH SOLE 160,210 0 0
HORMEL FOODS CORP COM 440452100 3,195,992 134,852 SH SOLE 134,852 0 0
HOWMET AEROSPACE INC COM 443201108 16,289,454 79,453 SH SOLE 79,453 0 0
HP INC COM 40434L105 2,776,066 124,599 SH SOLE 124,599 0 0
HUBBELL INC COM 443510607 5,756,109 12,961 SH SOLE 12,961 0 0
HUBSPOT INC COM 443573100 4,756,610 11,853 SH SOLE 11,853 0 0
HUMANA INC COM 444859102 6,509,800 25,416 SH SOLE 25,416 0 0
HUNTINGTON BANCSHARES INC COM 446150104 3,295,857 189,963 SH SOLE 189,963 0 0
HYATT HOTELS CORP COM CL A 448579102 564,647 3,522 SH SOLE 3,522 0 0
IDEX CORP COM 45167R104 5,570,768 31,307 SH SOLE 31,307 0 0
IDEXX LABS INC COM 45168D104 16,217,776 23,972 SH SOLE 23,972 0 0
ILLINOIS TOOL WKS INC COM 452308109 14,140,577 57,412 SH SOLE 57,412 0 0
ILLUMINA INC COM 452327109 4,352,676 33,186 SH SOLE 33,186 0 0
INCYTE CORP COM 45337C102 10,787,561 109,219 SH SOLE 109,219 0 0
INGERSOLL RAND INC COM 45687V106 7,447,631 94,012 SH SOLE 94,012 0 0
INSMED INC COM PAR $.01 457669307 8,789,020 50,500 SH SOLE 50,500 0 0
INSULET CORP COM 45784P101 3,637,704 12,798 SH SOLE 12,798 0 0
INTEL CORP COM 458140100 26,494,607 718,011 SH SOLE 718,011 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 6,154,467 95,700 SH SOLE 95,700 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 16,472,304 101,706 SH SOLE 101,706 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 60,758,891 205,121 SH SOLE 205,121 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 607,116 9,009 SH SOLE 9,009 0 0
INTERNATIONAL PAPER CO COM 460146103 512,070 13,000 SH SOLE 13,000 0 0
INTUIT COM 461202103 58,624,171 88,500 SH SOLE 88,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 46,497,590 82,099 SH SOLE 82,099 0 0
INVITATION HOMES INC COM 46187W107 2,946,713 106,035 SH SOLE 106,035 0 0
IONQ INC COM 46222L108 2,867,193 63,900 SH SOLE 63,900 0 0
IQVIA HLDGS INC COM 46266C105 5,805,659 25,756 SH SOLE 25,756 0 0
IRON MTN INC DEL COM 46284V101 4,257,492 51,326 SH SOLE 51,326 0 0
ISHARES INC CORE MSCI EMKT 46434G103 207,722,706 3,090,192 SH SOLE 3,090,192 0 0
JABIL INC COM 466313103 5,480,233 24,034 SH SOLE 24,034 0 0
JOHNSON & JOHNSON COM 478160104 164,773,590 796,200 SH SOLE 796,200 0 0
JOHNSON CTLS INTL PLC SHS G51502105 11,237,100 93,838 SH SOLE 93,838 0 0
JPMORGAN CHASE & CO. COM 46625H100 141,192,615 438,187 SH SOLE 438,187 0 0
KENVUE INC COM 49177J102 4,539,079 263,135 SH SOLE 263,135 0 0
KEURIG DR PEPPER INC COM 49271V100 10,611,281 378,839 SH SOLE 378,839 0 0
KEYCORP COM 493267108 2,146,828 104,013 SH SOLE 104,013 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,711,468 28,109 SH SOLE 28,109 0 0
KIMBERLY-CLARK CORP COM 494368103 7,848,838 77,796 SH SOLE 77,796 0 0
KIMCO RLTY CORP COM 49446R109 3,330,523 164,308 SH SOLE 164,308 0 0
KKR & CO INC COM 48251W104 12,489,853 97,975 SH SOLE 97,975 0 0
KLA CORP COM NEW 482480100 41,995,595 34,562 SH SOLE 34,562 0 0
KRAFT HEINZ CO COM 500754106 2,782,955 114,761 SH SOLE 114,761 0 0
KROGER CO COM 501044101 22,048,129 352,883 SH SOLE 352,883 0 0
LABCORP HOLDINGS INC COM SHS 504922105 3,900,431 15,547 SH SOLE 15,547 0 0
LAM RESEARCH CORP COM NEW 512807306 61,275,592 357,960 SH SOLE 357,960 0 0
LAS VEGAS SANDS CORP COM 517834107 3,453,870 53,063 SH SOLE 53,063 0 0
LAUDER ESTEE COS INC CL A 518439104 4,108,376 39,232 SH SOLE 39,232 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203 505,050 15,000 SH SOLE 15,000 0 0
LENNAR CORP CL A 526057104 3,873,710 37,682 SH SOLE 37,682 0 0
LENNOX INTL INC COM 526107107 3,051,385 6,284 SH SOLE 6,284 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 11,840,606 120,197 SH SOLE 120,197 0 0
LINDE PLC SHS G54950103 55,356,934 129,827 SH SOLE 129,827 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 3,917,895 27,494 SH SOLE 27,494 0 0
LOEWS CORP COM 540424108 7,422,775 70,485 SH SOLE 70,485 0 0
LOWES COS INC COM 548661107 22,175,867 91,955 SH SOLE 91,955 0 0
LPL FINL HLDGS INC COM 50212V100 5,293,259 14,820 SH SOLE 14,820 0 0
LULULEMON ATHLETICA INC COM 550021109 6,857,729 33,000 SH SOLE 33,000 0 0
M & T BK CORP COM 55261F104 4,993,681 24,785 SH SOLE 24,785 0 0
MARKEL GROUP INC COM 570535104 5,776,110 2,687 SH SOLE 2,687 0 0
MARKETAXESS HLDGS INC COM 57060D108 7,975 44 SH SOLE 44 0 0
MARRIOTT INTL INC NEW CL A 571903202 10,181,457 32,818 SH SOLE 32,818 0 0
MARSH & MCLENNAN COS INC COM 571748102 39,558,614 213,231 SH SOLE 213,231 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,114,561 1,790 SH SOLE 1,790 0 0
MARVELL TECHNOLOGY INC COM 573874104 15,538,339 182,847 SH SOLE 182,847 0 0
MASCO CORP COM 574599106 1,788,620 28,185 SH SOLE 28,185 0 0
MASTEC INC COM 576323109 2,608,440 12,000 SH SOLE 12,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 130,200,602 228,070 SH SOLE 228,070 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,604,799 38,244 SH SOLE 38,244 0 0
MCDONALDS CORP COM 580135101 57,767,127 189,010 SH SOLE 189,010 0 0
MCKESSON CORP COM 58155Q103 45,684,410 55,693 SH SOLE 55,693 0 0
MEDLINE INC COM CL A 58507V107 1,890,000 45,000 SH SOLE 45,000 0 0
MEDTRONIC PLC SHS G5960L103 17,845,931 185,779 SH SOLE 185,779 0 0
MERCADOLIBRE INC COM 58733R102 22,962,563 11,400 SH SOLE 11,400 0 0
MERCK & CO INC COM 58933Y105 83,895,273 797,029 SH SOLE 797,029 0 0
META PLATFORMS INC CL A 30303M102 283,698,101 429,787 SH SOLE 429,787 0 0
METLIFE INC COM 59156R108 7,579,424 96,015 SH SOLE 96,015 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 4,720,728 3,386 SH SOLE 3,386 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 4,928,933 77,353 SH SOLE 77,353 0 0
MICRON TECHNOLOGY INC COM 595112103 50,970,515 178,587 SH SOLE 178,587 0 0
MICROSOFT CORP COM 594918104 612,992,703 1,267,509 SH SOLE 1,267,509 0 0
MID-AMER APT CMNTYS INC COM 59522J103 2,657,904 19,134 SH SOLE 19,134 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110 55,440,000 1,000,000 SH SOLE 1,000,000 0 0
MILLROSE PPTYS INC COM CL A 601137102 190,959 6,393 SH SOLE 6,393 0 0
MONDAY COM LTD SHS M7S64H106 1,641,015 11,121 SH SOLE 11,121 0 0
MONDELEZ INTL INC CL A 609207105 21,415,189 397,830 SH SOLE 397,830 0 0
MONGODB INC CL A 60937P106 7,523,783 17,927 SH SOLE 17,927 0 0
MONOLITHIC PWR SYS INC COM 609839105 11,925,884 13,158 SH SOLE 13,158 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 25,373,247 330,941 SH SOLE 330,941 0 0
MOODYS CORP COM 615369105 23,888,879 46,763 SH SOLE 46,763 0 0
MORGAN STANLEY COM NEW 617446448 33,026,439 186,033 SH SOLE 186,033 0 0
MSCI INC COM 55354G100 8,324,822 14,510 SH SOLE 14,510 0 0
NASDAQ INC COM 631103108 8,888,852 91,515 SH SOLE 91,515 0 0
NATERA INC COM 632307104 7,285,062 31,800 SH SOLE 31,800 0 0
NAVAN INC CL A 639193101 1,708,000 100,000 SH SOLE 100,000 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 3,493,261 41,733 SH SOLE 41,733 0 0
NET LEASE OFFICE PROPERTIES COM 64110Y108 26 1 SH SOLE 1 0 0
NETAPP INC COM 64110D104 4,957,838 46,296 SH SOLE 46,296 0 0
NETFLIX INC COM 64110L106 107,418,019 1,145,670 SH SOLE 1,145,670 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 4,995,678 35,223 SH SOLE 35,223 0 0
NEWS CORP NEW CL A 65249B109 1,514,333 57,976 SH SOLE 57,976 0 0
NEXTERA ENERGY INC COM 65339F101 9,371,406 116,734 SH SOLE 116,734 0 0
NIKE INC CL B 654106103 17,360,464 272,492 SH SOLE 272,492 0 0
NISOURCE INC COM 65473P105 11,692,800 280,000 SH SOLE 280,000 0 0
NORDSON CORP COM 655663102 1,487,780 6,188 SH SOLE 6,188 0 0
NORFOLK SOUTHN CORP COM 655844108 15,219,009 52,712 SH SOLE 52,712 0 0
NORTHERN TR CORP COM 665859104 3,243,329 23,745 SH SOLE 23,745 0 0
NUCOR CORP COM 670346105 12,198,344 74,786 SH SOLE 74,786 0 0
NUTANIX INC CL A 67059N108 2,568,993 49,700 SH SOLE 49,700 0 0
NVIDIA CORPORATION COM 67066G104 785,360,639 4,211,049 SH SOLE 4,211,049 0 0
NVR INC COM 62944T105 5,207,037 714 SH SOLE 714 0 0
NXP SEMICONDUCTORS N V COM N6596X109 9,578,641 44,129 SH SOLE 44,129 0 0
OKTA INC CL A 679295105 3,493,388 40,400 SH SOLE 40,400 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 18,116,358 115,538 SH SOLE 115,538 0 0
OMNICOM GROUP INC COM 681919106 4,009,318 49,651 SH SOLE 49,651 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,184,778 58,814 SH SOLE 58,814 0 0
ORACLE CORP COM 68389X105 54,152,235 277,832 SH SOLE 277,832 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 29,591,625 324,434 SH SOLE 324,434 0 0
OTIS WORLDWIDE CORP COM 68902V107 7,059,976 80,824 SH SOLE 80,824 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 63,194,213 355,523 SH SOLE 355,523 0 0
PALO ALTO NETWORKS INC COM 697435105 28,647,705 155,525 SH SOLE 155,525 0 0
PARKER-HANNIFIN CORP COM 701094104 23,072,700 26,250 SH SOLE 26,250 0 0
PAYCHEX INC COM 704326107 9,540,348 85,045 SH SOLE 85,045 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,690,777 23,160 SH SOLE 23,160 0 0
PAYPAL HLDGS INC COM 70450Y103 13,307,137 227,940 SH SOLE 227,940 0 0
PENTAIR PLC SHS G7S00T104 4,174,035 40,081 SH SOLE 40,081 0 0
PEPSICO INC COM 713448108 69,188,696 482,084 SH SOLE 482,084 0 0
PFIZER INC COM 717081103 22,952,098 921,771 SH SOLE 921,771 0 0
PINTEREST INC CL A 72352L106 3,616,574 139,690 SH SOLE 139,690 0 0
PNC FINL SVCS GROUP INC COM 693475105 12,311,522 58,983 SH SOLE 58,983 0 0
POLESTAR AUTOMOTIVE HLDG UK SPONSORED ADS 731105409 3,111,173 145,586 SH SOLE 145,586 0 0
PPG INDS INC COM 693506107 573,776 5,600 SH SOLE 5,600 0 0
PRICE T ROWE GROUP INC COM 74144T108 4,614,983 45,077 SH SOLE 45,077 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,218,570 25,151 SH SOLE 25,151 0 0
PROCTER AND GAMBLE CO COM 742718109 105,530,331 736,378 SH SOLE 736,378 0 0
PROGRESSIVE CORP COM 743315103 54,418,249 238,970 SH SOLE 238,970 0 0
PROLOGIS INC. COM 74340W103 20,096,364 157,421 SH SOLE 157,421 0 0
PRUDENTIAL FINL INC COM 744320102 3,515,196 31,141 SH SOLE 31,141 0 0
PTC INC COM 69370C100 9,006,483 51,699 SH SOLE 51,699 0 0
PUBLIC STORAGE OPER CO COM 74460D109 10,481,725 40,392 SH SOLE 40,392 0 0
PULMONX CORP COM 745848101 88,400 40,000 SH SOLE 40,000 0 0
PULTE GROUP INC COM 745867101 6,525,988 55,654 SH SOLE 55,654 0 0
PURE STORAGE INC CL A 74624M102 4,797,916 71,600 SH SOLE 71,600 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 3,613,993 44,262 SH SOLE 44,262 0 0
QUALCOMM INC COM 747525103 49,562,765 289,756 SH SOLE 289,756 0 0
QUANTA SVCS INC COM 74762E102 11,024,207 26,120 SH SOLE 26,120 0 0
QUEST DIAGNOSTICS INC COM 74834L100 8,732,029 50,320 SH SOLE 50,320 0 0
RAYMOND JAMES FINL INC COM 754730109 3,748,010 23,339 SH SOLE 23,339 0 0
REALTY INCOME CORP COM 756109104 9,980,477 177,053 SH SOLE 177,053 0 0
REDDIT INC CL A 75734B100 5,700,776 24,800 SH SOLE 24,800 0 0
REGENCY CTRS CORP COM 758849103 3,421,127 49,560 SH SOLE 49,560 0 0
REGENERON PHARMACEUTICALS COM 75886F107 15,168,789 19,652 SH SOLE 19,652 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 3,914,134 144,433 SH SOLE 144,433 0 0
RELIANCE INC COM 759509102 1,155 4 SH SOLE 4 0 0
REPUBLIC SVCS INC COM 760759100 27,587,776 130,174 SH SOLE 130,174 0 0
RESMED INC COM 761152107 8,066,255 33,488 SH SOLE 33,488 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 5,097,006 258,600 SH SOLE 258,600 0 0
ROBINHOOD MKTS INC COM CL A 770700102 12,972,570 114,700 SH SOLE 114,700 0 0
ROBLOX CORP CL A 771049103 9,869,454 121,800 SH SOLE 121,800 0 0
ROCKET COS INC COM CL A 77311W101 4,880,656 252,100 SH SOLE 252,100 0 0
ROCKET LAB CORP COM 773121108 6,989,952 100,200 SH SOLE 100,200 0 0
ROCKWELL AUTOMATION INC COM 773903109 9,429,112 24,235 SH SOLE 24,235 0 0
ROLLINS INC COM 775711104 11,480,506 191,278 SH SOLE 191,278 0 0
ROPER TECHNOLOGIES INC COM 776696106 28,456,271 63,928 SH SOLE 63,928 0 0
ROSS STORES INC COM 778296103 8,758,407 48,620 SH SOLE 48,620 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 10,952,630 39,268 SH SOLE 39,268 0 0
ROYAL GOLD INC COM 780287108 3,890,075 17,500 SH SOLE 17,500 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 4,573,044 118,350 SH SOLE 118,350 0 0
S&P GLOBAL INC COM 78409V104 27,571,848 52,760 SH SOLE 52,760 0 0
SALESFORCE INC COM 79466L302 51,566,057 194,655 SH SOLE 194,655 0 0
SAMSARA INC COM CL A 79589L106 2,726,105 76,900 SH SOLE 76,900 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,268,293 32,406 SH SOLE 32,406 0 0
SCHWAB CHARLES CORP COM 808513105 27,621,119 276,460 SH SOLE 276,460 0 0
SEA LTD SPONSORD ADS 81141R100 10,648,651 83,473 SH SOLE 83,473 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 9,365,463 34,008 SH SOLE 34,008 0 0
SERVICENOW INC COM 81762P102 36,065,522 235,430 SH SOLE 235,430 0 0
SHERWIN WILLIAMS CO COM 824348106 7,816,575 24,123 SH SOLE 24,123 0 0
SIMON PPTY GROUP INC NEW COM 828806109 11,007,937 59,467 SH SOLE 59,467 0 0
SMUCKER J M CO COM NEW 832696405 1,347,528 13,777 SH SOLE 13,777 0 0
SMURFIT WESTROCK PLC SHS G8267P108 475,641 12,300 SH SOLE 12,300 0 0
SNAP INC CL A 83304A106 2,159,871 267,642 SH SOLE 267,642 0 0
SNAP ON INC COM 833034101 5,048,390 14,650 SH SOLE 14,650 0 0
SNOWFLAKE INC COM SHS 833445109 15,113,904 68,900 SH SOLE 68,900 0 0
SOFI TECHNOLOGIES INC COM 83406F102 7,016,240 268,000 SH SOLE 268,000 0 0
SOLVENTUM CORP COM SHS 83444M101 1,597,241 20,157 SH SOLE 20,157 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3,790,268 43,357 SH SOLE 43,357 0 0
STARBUCKS CORP COM 855244109 15,401,588 182,895 SH SOLE 182,895 0 0
STATE STR CORP COM 857477103 4,698,029 36,416 SH SOLE 36,416 0 0
STEEL DYNAMICS INC COM 858119100 14,172,290 83,637 SH SOLE 83,637 0 0
STERIS PLC SHS USD G8473T100 3,566,012 14,066 SH SOLE 14,066 0 0
STRYKER CORPORATION COM 863667101 17,440,996 49,623 SH SOLE 49,623 0 0
SUN CMNTYS INC COM 866674104 4,015,675 32,408 SH SOLE 32,408 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 2,464,534 84,200 SH SOLE 84,200 0 0
SYNCHRONY FINANCIAL COM 87165B103 5,856,869 70,201 SH SOLE 70,201 0 0
SYNOPSYS INC COM 871607107 13,899,015 29,590 SH SOLE 29,590 0 0
SYSCO CORP COM 871829107 3,965,553 53,814 SH SOLE 53,814 0 0
T-MOBILE US INC COM 872590104 40,761,092 200,754 SH SOLE 200,754 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,007,285 27,369 SH SOLE 27,369 0 0
TAPESTRY INC COM 876030107 4,254,741 33,300 SH SOLE 33,300 0 0
TARGET CORP COM 87612E106 7,702,798 78,801 SH SOLE 78,801 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 14,965,153 65,778 SH SOLE 65,778 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 13,918,924 27,253 SH SOLE 27,253 0 0
TERADYNE INC COM 880770102 7,403,670 38,250 SH SOLE 38,250 0 0
TESLA INC COM 88160R101 69,419,678 154,362 SH SOLE 154,362 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 9,947,969 318,743 SH SOLE 318,743 0 0
TEXAS INSTRS INC COM 882508104 38,346,668 221,031 SH SOLE 221,031 0 0
THE CIGNA GROUP COM 125523100 16,268,020 59,107 SH SOLE 59,107 0 0
THE TRADE DESK INC COM CL A 88339J105 2,933,246 77,272 SH SOLE 77,272 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 33,279,551 57,433 SH SOLE 57,433 0 0
TJX COS INC NEW COM 872540109 57,168,727 372,168 SH SOLE 372,168 0 0
TOAST INC CL A 888787108 3,707,244 104,400 SH SOLE 104,400 0 0
TRACTOR SUPPLY CO COM 892356106 7,278,956 145,550 SH SOLE 145,550 0 0
TRADEWEB MKTS INC CL A 892672106 4,748,859 44,159 SH SOLE 44,159 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 24,995,592 64,223 SH SOLE 64,223 0 0
TRANSDIGM GROUP INC COM 893641100 9,876,796 7,427 SH SOLE 7,427 0 0
TRANSUNION COM 89400J107 3,247,096 37,867 SH SOLE 37,867 0 0
TRAVELERS COMPANIES INC COM 89417E109 23,231,196 80,091 SH SOLE 80,091 0 0
TRIMBLE INC COM 896239100 3,790,573 48,380 SH SOLE 48,380 0 0
TRUIST FINL CORP COM 89832Q109 10,294,634 209,198 SH SOLE 209,198 0 0
TWILIO INC CL A 90138F102 4,920,366 34,592 SH SOLE 34,592 0 0
TYLER TECHNOLOGIES INC COM 902252105 10,595,193 23,340 SH SOLE 23,340 0 0
TYSON FOODS INC CL A 902494103 8,707,767 148,546 SH SOLE 148,546 0 0
UBER TECHNOLOGIES INC COM 90353T100 45,090,275 551,833 SH SOLE 551,833 0 0
UDR INC COM 902653104 1,560,037 42,531 SH SOLE 42,531 0 0
ULTA BEAUTY INC COM 90384S303 7,263,145 12,005 SH SOLE 12,005 0 0
UNION PAC CORP COM 907818108 38,451,399 166,226 SH SOLE 166,226 0 0
UNITED AIRLS HLDGS INC COM 910047109 346,642 3,100 SH SOLE 3,100 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,642,521 26,641 SH SOLE 26,641 0 0
UNITED RENTALS INC COM 911363109 7,855,260 9,706 SH SOLE 9,706 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 13,584,530 27,880 SH SOLE 27,880 0 0
UNITEDHEALTH GROUP INC COM 91324P102 79,747,314 241,578 SH SOLE 241,578 0 0
US BANCORP DEL COM NEW 902973304 13,186,270 247,119 SH SOLE 247,119 0 0
VEEVA SYS INC CL A COM 922475108 10,618,829 47,569 SH SOLE 47,569 0 0
VENTAS INC COM 92276F100 5,898,445 76,227 SH SOLE 76,227 0 0
VERALTO CORP COM SHS 92338C103 7,459,254 74,757 SH SOLE 74,757 0 0
VERISIGN INC COM 92343E102 16,129,208 66,389 SH SOLE 66,389 0 0
VERISK ANALYTICS INC COM 92345Y106 8,471,588 37,872 SH SOLE 37,872 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 45,671,079 1,121,313 SH SOLE 1,121,313 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 40,377,148 89,062 SH SOLE 89,062 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 14,726,709 90,900 SH SOLE 90,900 0 0
VICI PPTYS INC COM 925652109 5,913,158 210,283 SH SOLE 210,283 0 0
VISA INC COM CL A 92826C839 188,393,346 537,177 SH SOLE 537,177 0 0
VISTRA CORP COM 92840M102 9,163,544 56,800 SH SOLE 56,800 0 0
VULCAN MATLS CO COM 929160109 1,267,232 4,443 SH SOLE 4,443 0 0
WABTEC COM 929740108 8,237,675 38,593 SH SOLE 38,593 0 0
WALMART INC COM 931142103 122,391,795 1,098,571 SH SOLE 1,098,571 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 10,651,872 369,600 SH SOLE 369,600 0 0
WASTE CONNECTIONS INC COM 94106B101 19,605,248 111,800 SH SOLE 111,800 0 0
WASTE MGMT INC DEL COM 94106L109 32,010,868 145,696 SH SOLE 145,696 0 0
WATERS CORP COM 941848103 5,558,052 14,633 SH SOLE 14,633 0 0
WATSCO INC COM 942622200 3,153,516 9,359 SH SOLE 9,359 0 0
WELLS FARGO CO NEW COM 949746101 48,639,123 521,879 SH SOLE 521,879 0 0
WELLTOWER INC COM 95040Q104 27,548,236 148,420 SH SOLE 148,420 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 5,395,496 19,610 SH SOLE 19,610 0 0
WESTERN DIGITAL CORP COM 958102105 9,382,858 54,466 SH SOLE 54,466 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,436,657 60,644 SH SOLE 60,644 0 0
WILLIAMS COS INC COM 969457100 4,929,020 82,000 SH SOLE 82,000 0 0
WILLIAMS SONOMA INC COM 969904101 6,161,176 34,499 SH SOLE 34,499 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 12,265,980 37,328 SH SOLE 37,328 0 0
WIX COM LTD SHS M98068105 2,824,354 27,186 SH SOLE 27,186 0 0
WORKDAY INC CL A 98138H101 10,600,896 49,357 SH SOLE 49,357 0 0
WP CAREY INC COM 92936U109 3,020,672 46,934 SH SOLE 46,934 0 0
WW GRAINGER INC COM 384802104 11,796,803 11,691 SH SOLE 11,691 0 0
XYLEM INC COM 98419M100 8,761,686 64,339 SH SOLE 64,339 0 0
YUM BRANDS INC COM 988498101 19,935,678 131,780 SH SOLE 131,780 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1,433,852 5,905 SH SOLE 5,905 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 3,174,481 46,533 SH SOLE 46,533 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,117,346 23,547 SH SOLE 23,547 0 0
ZOETIS INC CL A 98978V103 17,792,332 141,411 SH SOLE 141,411 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 7,593,520 88,000 SH SOLE 88,000 0 0
ZSCALER INC COM 98980G102 5,726,462 25,460 SH SOLE 25,460 0 0