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 326,539,803 1,282,409 SH SOLE 1,282,409 0 0
ABBVIE INC COM 00287Y109 33,573,300 145,000 SH SOLE 145,000 0 0
BARRICK MNG CORP COM SHS 06849F108 152,656,485 4,646,822 SH SOLE 4,646,822 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,897,513 15,805 SH SOLE 15,805 0 0
ADOBE INC COM 00724F101 148,769,137 421,741 SH SOLE 421,741 0 0
AGNICO EAGLE MINES LTD COM 008474108 119,079,714 706,858 SH SOLE 706,858 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 9,227,568 121,800 SH SOLE 121,800 0 0
APPLIED MATLS INC COM 038222105 193,843,941 946,781 SH SOLE 946,781 0 0
AMGEN INC COM 031162100 22,858,200 81,000 SH SOLE 81,000 0 0
AMAZON COM INC COM 023135106 395,226,000 1,800,000 SH SOLE 1,800,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 113,192,000 800,000 SH SOLE 800,000 0 0
BROADCOM INC COM 11135F101 463,463,836 1,404,819 SH SOLE 1,404,819 0 0
BIOGEN INC COM 09062X103 98,643,775 704,196 SH SOLE 704,196 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 89,207,800 1,978,000 SH SOLE 1,978,000 0 0
BANK NOVA SCOTIA HALIFAX COM 064149107 1,487,544 23,000 SH SOLE 23,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 208,400,119 2,134,591 SH SOLE 2,134,591 0 0
CONSTELLATION ENERGY CORP COM 21037T109 7,897,680 24,000 SH SOLE 24,000 0 0
THE CIGNA GROUP COM 125523100 21,907,000 76,000 SH SOLE 76,000 0 0
COLGATE PALMOLIVE CO COM 194162103 20,696,545 258,901 SH SOLE 258,901 0 0
CLOROX CO DEL COM 189054109 21,168,144 171,680 SH SOLE 171,680 0 0
CUMMINS INC COM 231021106 21,401,065 50,669 SH SOLE 50,669 0 0
CENCORA INC COM 03073E105 20,001,920 64,000 SH SOLE 64,000 0 0
THE CAMPBELLS COMPANY COM 134429109 7,483,323 236,964 SH SOLE 236,964 0 0
SALESFORCE INC COM 79466L302 208,550,046 879,958 SH SOLE 879,958 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 305,869,621 623,740 SH SOLE 623,740 0 0
CARLISLE COS INC COM 142339100 17,270,400 52,500 SH SOLE 52,500 0 0
DATADOG INC CL A COM 23804L103 252,048,000 1,770,000 SH SOLE 1,770,000 0 0
DOLLAR GEN CORP NEW COM 256677105 60,547,700 585,851 SH SOLE 585,851 0 0
DISNEY WALT CO COM 254687106 183,200,000 1,600,000 SH SOLE 1,600,000 0 0
DOVER CORP COM 260003108 40,155,981 240,700 SH SOLE 240,700 0 0
DEXCOM INC COM 252131107 147,367,051 2,190,029 SH SOLE 2,190,029 0 0
EQUIFAX INC COM 294429105 23,729,025 92,500 SH SOLE 92,500 0 0
EQT CORP COM 26884L109 15,094,690 277,323 SH SOLE 277,323 0 0
FIRST SOLAR INC COM 336433107 25,134,024 113,971 SH SOLE 113,971 0 0
GE VERNOVA INC COM 36828A101 6,456,450 10,500 SH SOLE 10,500 0 0
GILEAD SCIENCES INC COM 375558103 48,784,500 439,500 SH SOLE 439,500 0 0
GENERAL MLS INC COM 370334104 9,872,790 195,811 SH SOLE 195,811 0 0
ALPHABET INC CAP STK CL A 02079K305 596,897,529 2,455,358 SH SOLE 2,455,358 0 0
GENUINE PARTS CO COM 372460105 30,492,000 220,000 SH SOLE 220,000 0 0
WW GRAINGER INC COM 384802104 7,435,946 7,803 SH SOLE 7,803 0 0
HERSHEY CO COM 427866108 5,143,875 27,500 SH SOLE 27,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 196,125,113 438,533 SH SOLE 438,533 0 0
JOHNSON & JOHNSON COM 478160104 44,789,498 241,557 SH SOLE 241,557 0 0
JPMORGAN CHASE & CO. COM 46625H100 334,355,800 1,060,000 SH SOLE 1,060,000 0 0
ELI LILLY & CO COM 532457108 474,460,105 621,835 SH SOLE 621,835 0 0
LAM RESEARCH CORP COM NEW 512807306 10,042,500 75,000 SH SOLE 75,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 255,395,690 449,000 SH SOLE 449,000 0 0
MOODYS CORP COM 615369105 134,356,877 281,978 SH SOLE 281,978 0 0
MONGODB INC CL A 60937P106 159,134,929 512,710 SH SOLE 512,710 0 0
META PLATFORMS INC CL A 30303M102 653,505,668 889,874 SH SOLE 889,874 0 0
MERCK & CO INC COM 58933Y105 197,574,073 2,354,034 SH SOLE 2,354,034 0 0
MARVELL TECHNOLOGY INC COM 573874104 175,635,513 2,089,158 SH SOLE 2,089,158 0 0
MICROSOFT CORP COM 594918104 1,150,399,580 2,221,063 SH SOLE 2,221,063 0 0
MICRON TECHNOLOGY INC COM 595112103 300,295,227 1,794,736 SH SOLE 1,794,736 0 0
NEXTERA ENERGY INC COM 65339F101 234,019,000 3,100,000 SH SOLE 3,100,000 0 0
NIKE INC CL B 654106103 240,482,941 3,448,773 SH SOLE 3,448,773 0 0
SERVICENOW INC COM 81762P102 406,384,604 441,588 SH SOLE 441,588 0 0
NVIDIA CORPORATION COM 67066G104 1,036,727,665 5,556,478 SH SOLE 5,556,478 0 0
NXP SEMICONDUCTORS N V COM N6596X109 134,667,224 591,346 SH SOLE 591,346 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 63,282,626 243,479 SH SOLE 243,479 0 0
PALO ALTO NETWORKS INC COM 697435105 345,061,171 1,694,633 SH SOLE 1,694,633 0 0
PNC FINL SVCS GROUP INC COM 693475105 21,298,580 106,000 SH SOLE 106,000 0 0
QUANTA SVCS INC COM 74762E102 33,982,440 82,000 SH SOLE 82,000 0 0
RESMED INC COM 761152107 80,941,687 295,699 SH SOLE 295,699 0 0
SLB LIMITED COM STK 806857108 96,134,849 2,797,057 SH SOLE 2,797,057 0 0
SYNOPSYS INC COM 871607107 267,045,857 541,247 SH SOLE 541,247 0 0
STRYKER CORPORATION COM 863667101 41,979,725 113,560 SH SOLE 113,560 0 0
TJX COS INC NEW COM 872540109 33,168,171 229,474 SH SOLE 229,474 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 11,181,940 26,500 SH SOLE 26,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 273,192,969 2,788,537 SH SOLE 2,788,537 0 0
UNITEDHEALTH GROUP INC COM 91324P102 72,513,000 210,000 SH SOLE 210,000 0 0
VISA INC COM CL A 92826C839 10,924,160 32,000 SH SOLE 32,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,779,700 86,000 SH SOLE 86,000 0 0
EXXON MOBIL CORP COM 30231G102 212,622,822 1,885,790 SH SOLE 1,885,790 0 0
ZOETIS INC CL A 98978V103 224,912,861 1,537,130 SH SOLE 1,537,130 0 0
ALIGN TECHNOLOGY INC COM 016255101 49,548,051 395,688 SH SOLE 395,688 0 0
AVANTOR INC COM 05352A100 773,760 62,000 SH SOLE 62,000 0 0