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
APPLE INC COM 037833100 360,101,134 1,324,583 SH SOLE 1,324,583 0 0
ABBVIE INC COM 00287Y109 33,131,050 145,000 SH SOLE 145,000 0 0
BARRICK MNG CORP COM SHS 06849F108 221,663,765 5,081,880 SH SOLE 5,081,880 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,107,451 11,582 SH SOLE 11,582 0 0
ADOBE INC COM 00724F101 147,605,133 421,741 SH SOLE 421,741 0 0
AGNICO EAGLE MINES LTD COM 008474108 183,340,505 1,079,713 SH SOLE 1,079,713 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 9,117,625 104,500 SH SOLE 104,500 0 0
APPLIED MATLS INC COM 038222105 188,959,864 735,281 SH SOLE 735,281 0 0
AMGEN INC COM 031162100 25,693,835 78,500 SH SOLE 78,500 0 0
AMAZON COM INC COM 023135106 415,476,000 1,800,000 SH SOLE 1,800,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 120,241,000 1,100,000 SH SOLE 1,100,000 0 0
BROADCOM INC COM 11135F101 528,732,817 1,527,688 SH SOLE 1,527,688 0 0
BANK AMERICA CORP COM 060505104 250,910,000 4,562,000 SH SOLE 4,562,000 0 0
BIOGEN INC COM 09062X103 123,931,454 704,196 SH SOLE 704,196 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 111,062,460 2,059,000 SH SOLE 2,059,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 203,533,252 2,134,591 SH SOLE 2,134,591 0 0
CONSTELLATION ENERGY CORP COM 21037T109 8,453,045 23,928 SH SOLE 23,928 0 0
THE CIGNA GROUP COM 125523100 20,917,480 76,000 SH SOLE 76,000 0 0
COLGATE PALMOLIVE CO COM 194162103 21,106,242 267,100 SH SOLE 267,100 0 0
CLOROX CO DEL COM 189054109 17,310,494 171,680 SH SOLE 171,680 0 0
CUMMINS INC COM 231021106 39,713,010 77,800 SH SOLE 77,800 0 0
CENCORA INC COM 03073E105 24,318,000 72,000 SH SOLE 72,000 0 0
THE CAMPBELLS COMPANY COM 134429109 5,309,374 190,505 SH SOLE 190,505 0 0
SALESFORCE INC COM 79466L302 236,855,236 894,097 SH SOLE 894,097 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 216,342,115 461,520 SH SOLE 461,520 0 0
CARLISLE COS INC COM 142339100 16,792,650 52,500 SH SOLE 52,500 0 0
DATADOG INC CL A COM 23804L103 251,581,500 1,850,000 SH SOLE 1,850,000 0 0
DOLLAR GEN CORP NEW COM 256677105 77,783,437 585,851 SH SOLE 585,851 0 0
DISNEY WALT CO COM 254687106 197,368,879 1,734,806 SH SOLE 1,734,806 0 0
DOVER CORP COM 260003108 47,341,600 242,479 SH SOLE 242,479 0 0
DEXCOM INC COM 252131107 145,352,225 2,190,029 SH SOLE 2,190,029 0 0
EQUIFAX INC COM 294429105 20,070,650 92,500 SH SOLE 92,500 0 0
EQT CORP COM 26884L109 13,239,200 247,000 SH SOLE 247,000 0 0
FIRST SOLAR INC COM 336433107 25,530,792 97,733 SH SOLE 97,733 0 0
GE VERNOVA INC COM 36828A101 6,862,485 10,500 SH SOLE 10,500 0 0
GILEAD SCIENCES INC COM 375558103 57,196,840 466,000 SH SOLE 466,000 0 0
GENERAL MLS INC COM 370334104 7,533,000 162,000 SH SOLE 162,000 0 0
ALPHABET INC CAP STK CL A 02079K305 780,099,603 2,492,331 SH SOLE 2,492,331 0 0
GENUINE PARTS CO COM 372460105 27,051,200 220,000 SH SOLE 220,000 0 0
WW GRAINGER INC COM 384802104 7,873,617 7,803 SH SOLE 7,803 0 0
HERSHEY CO COM 427866108 4,913,460 27,000 SH SOLE 27,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 248,367,550 438,533 SH SOLE 438,533 0 0
JOHNSON & JOHNSON COM 478160104 49,995,809 241,584 SH SOLE 241,584 0 0
JPMORGAN CHASE & CO. COM 46625H100 382,109,098 1,185,864 SH SOLE 1,185,864 0 0
ELI LILLY & CO COM 532457108 340,773,505 317,093 SH SOLE 317,093 0 0
MASTERCARD INCORPORATED CL A 57636Q104 248,618,240 435,500 SH SOLE 435,500 0 0
MOODYS CORP COM 615369105 153,255,000 300,000 SH SOLE 300,000 0 0
MONGODB INC CL A 60937P106 203,364,567 484,559 SH SOLE 484,559 0 0
META PLATFORMS INC CL A 30303M102 808,267,663 1,224,481 SH SOLE 1,224,481 0 0
MERCK & CO INC COM 58933Y105 254,206,479 2,415,034 SH SOLE 2,415,034 0 0
MICROSOFT CORP COM 594918104 1,209,344,041 2,500,608 SH SOLE 2,500,608 0 0
MICRON TECHNOLOGY INC COM 595112103 519,638,852 1,820,675 SH SOLE 1,820,675 0 0
NEXTERA ENERGY INC COM 65339F101 240,840,000 3,000,000 SH SOLE 3,000,000 0 0
NIKE INC CL B 654106103 186,078,625 2,920,713 SH SOLE 2,920,713 0 0
SERVICENOW INC COM 81762P102 371,664,982 2,426,170 SH SOLE 2,426,170 0 0
NVIDIA CORPORATION COM 67066G104 1,243,336,380 6,666,683 SH SOLE 6,666,683 0 0
NXP SEMICONDUCTORS N V COM N6596X109 128,357,563 591,346 SH SOLE 591,346 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 69,335,515 243,479 SH SOLE 243,479 0 0
PALO ALTO NETWORKS INC COM 697435105 281,541,964 1,528,458 SH SOLE 1,528,458 0 0
PNC FINL SVCS GROUP INC COM 693475105 17,846,415 85,500 SH SOLE 85,500 0 0
QUANTA SVCS INC COM 74762E102 31,232,440 74,000 SH SOLE 74,000 0 0
RESMED INC COM 761152107 86,255,788 358,101 SH SOLE 358,101 0 0
SLB LIMITED COM STK 806857108 107,351,048 2,797,057 SH SOLE 2,797,057 0 0
SYNOPSYS INC COM 871607107 302,661,264 644,344 SH SOLE 644,344 0 0
STRYKER CORPORATION COM 863667101 39,912,933 113,560 SH SOLE 113,560 0 0
TJX COS INC NEW COM 872540109 47,004,660 306,000 SH SOLE 306,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 19,070,800 49,000 SH SOLE 49,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 265,205,003 3,245,686 SH SOLE 3,245,686 0 0
UNITEDHEALTH GROUP INC COM 91324P102 99,033,000 300,000 SH SOLE 300,000 0 0
VISA INC COM CL A 92826C839 11,748,785 33,500 SH SOLE 33,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,502,780 86,000 SH SOLE 86,000 0 0
EXXON MOBIL CORP COM 30231G102 238,969,969 1,985,790 SH SOLE 1,985,790 0 0
ZOETIS INC CL A 98978V103 193,401,697 1,537,130 SH SOLE 1,537,130 0 0