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 416,850,249 2,031,731 SH SOLE 2,031,731 0 0
ABBVIE INC COM 00287Y109 24,138,767 130,044 SH SOLE 130,044 0 0
BARRICK MNG CORP COM SHS 06849F108 132,060,844 6,356,156 SH SOLE 6,356,156 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,723,956 15,805 SH SOLE 15,805 0 0
ADOBE INC COM 00724F101 163,163,158 421,741 SH SOLE 421,741 0 0
AGNICO EAGLE MINES LTD COM 008474108 71,090,726 597,900 SH SOLE 597,900 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 9,714,768 121,800 SH SOLE 121,800 0 0
APPLIED MATLS INC COM 038222105 219,094,697 1,196,781 SH SOLE 1,196,781 0 0
ADVANCED MICRO DEVICES INC COM 007903107 208,197,666 1,467,214 SH SOLE 1,467,214 0 0
AMGEN INC COM 031162100 22,031,623 78,907 SH SOLE 78,907 0 0
AMAZON COM INC COM 023135106 336,772,864 1,535,042 SH SOLE 1,535,042 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 118,639,363 733,519 SH SOLE 733,519 0 0
BROADCOM INC COM 11135F101 296,512,570 1,075,685 SH SOLE 1,075,685 0 0
BIOGEN INC COM 09062X103 88,439,975 704,196 SH SOLE 704,196 0 0
BANK MONTREAL QUE COM 063671101 2,012,870 18,200 SH SOLE 18,200 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 91,561,620 1,978,000 SH SOLE 1,978,000 0 0
BANK NOVA SCOTIA HALIFAX COM 064149107 1,655,551 30,000 SH SOLE 30,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 215,661,020 2,007,830 SH SOLE 2,007,830 0 0
CITIGROUP INC COM NEW 172967424 68,096,000 800,000 SH SOLE 800,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 7,754,631 24,026 SH SOLE 24,026 0 0
THE CIGNA GROUP COM 125523100 23,801,760 72,000 SH SOLE 72,000 0 0
COLGATE PALMOLIVE CO COM 194162103 23,452,200 258,000 SH SOLE 258,000 0 0
CLOROX CO DEL COM 189054109 20,613,617 171,680 SH SOLE 171,680 0 0
CUMMINS INC COM 231021106 24,235,000 74,000 SH SOLE 74,000 0 0
CENCORA INC COM 03073E108 16,191,900 54,000 SH SOLE 54,000 0 0
THE CAMPBELLS COMPANY COM 134429109 7,262,946 236,964 SH SOLE 236,964 0 0
SALESFORCE INC COM 79466L302 175,464,562 643,458 SH SOLE 643,458 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 254,147,217 499,003 SH SOLE 499,003 0 0
CARLISLE COS INC COM 142339100 22,064,206 59,090 SH SOLE 59,090 0 0
DATADOG INC CL A COM 23804L103 114,180,500 850,000 SH SOLE 850,000 0 0
DOLLAR GEN CORP NEW COM 256677105 67,009,637 585,851 SH SOLE 585,851 0 0
DISNEY WALT CO COM 254687106 124,010,000 1,000,000 SH SOLE 1,000,000 0 0
DOVER CORP COM 260003108 37,287,305 203,500 SH SOLE 203,500 0 0
DEXCOM INC COM 252131107 191,167,631 2,190,029 SH SOLE 2,190,029 0 0
EQUIFAX INC COM 294429105 21,273,008 82,018 SH SOLE 82,018 0 0
EMERSON ELEC CO COM 291011104 41,645,358 312,348 SH SOLE 312,348 0 0
EQT CORP COM 26884L109 10,789,200 185,000 SH SOLE 185,000 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 14,807,000 68,000 SH SOLE 68,000 0 0
FIRST SOLAR INC COM 336433107 23,626,034 142,721 SH SOLE 142,721 0 0
GE VERNOVA INC COM 36828A101 7,408,100 14,000 SH SOLE 14,000 0 0
GILDAN ACTIVEWEAR INC COM 375916103 939,596 19,107 SH SOLE 19,107 0 0
GILEAD SCIENCES INC COM 375558103 45,268,331 408,301 SH SOLE 408,301 0 0
GENERAL MLS INC COM 370334104 10,144,967 195,811 SH SOLE 195,811 0 0
ALPHABET INC CAP STK CL A 02079K305 618,483,766 3,509,526 SH SOLE 3,509,526 0 0
GENUINE PARTS CO COM 372460105 26,688,200 220,000 SH SOLE 220,000 0 0
WW GRAINGER INC COM 384802104 10,717,592 10,303 SH SOLE 10,303 0 0
HERSHEY CO COM 427866108 4,978,500 30,000 SH SOLE 30,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 193,254,528 355,633 SH SOLE 355,633 0 0
JOHNSON & JOHNSON COM 478160104 35,208,875 230,500 SH SOLE 230,500 0 0
JPMORGAN CHASE & CO. COM 46625H100 231,928,000 800,000 SH SOLE 800,000 0 0
ELI LILLY & CO COM 532457108 430,982,648 552,875 SH SOLE 552,875 0 0
LAM RESEARCH CORP COM NEW 512807306 13,140,900 135,000 SH SOLE 135,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 251,823,858 448,133 SH SOLE 448,133 0 0
MOODYS CORP COM 615369105 175,556,500 350,000 SH SOLE 350,000 0 0
MONGODB INC CL A 60937P106 61,443,703 292,603 SH SOLE 292,603 0 0
META PLATFORMS INC CL A 30303M102 532,004,938 720,786 SH SOLE 720,786 0 0
MERCK & CO INC COM 58933Y105 133,703,931 1,689,034 SH SOLE 1,689,034 0 0
MARVELL TECHNOLOGY INC COM 573874104 303,841,053 3,925,595 SH SOLE 3,925,595 0 0
MICROSOFT CORP COM 594918104 865,586,913 1,740,188 SH SOLE 1,740,188 0 0
MICRON TECHNOLOGY INC COM 595112103 261,468,219 2,121,446 SH SOLE 2,121,446 0 0
NEXTERA ENERGY INC COM 65339F101 166,608,000 2,400,000 SH SOLE 2,400,000 0 0
NIKE INC CL B 654106103 245,000,833 3,448,773 SH SOLE 3,448,773 0 0
SERVICENOW INC COM 81762P102 355,285,942 345,582 SH SOLE 345,582 0 0
NVIDIA CORPORATION COM 67066G104 879,298,400 5,565,532 SH SOLE 5,565,532 0 0
NXP SEMICONDUCTORS N V COM N6596X109 129,203,187 591,346 SH SOLE 591,346 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 56,070,778 243,479 SH SOLE 243,479 0 0
PALO ALTO NETWORKS INC COM 697435105 315,727,800 1,542,845 SH SOLE 1,542,845 0 0
PNC FINL SVCS GROUP INC COM 693475105 19,387,680 104,000 SH SOLE 104,000 0 0
QUANTA SVCS INC COM 74762E102 32,892,960 87,000 SH SOLE 87,000 0 0
RESMED INC COM 761152107 105,739,236 409,842 SH SOLE 409,842 0 0
SLB LIMITED COM STK 806857108 94,540,526 2,797,057 SH SOLE 2,797,057 0 0
SYNOPSYS INC COM 871607107 215,408,654 420,162 SH SOLE 420,162 0 0
STRYKER CORPORATION COM 863667101 44,927,742 113,560 SH SOLE 113,560 0 0
TJX COS INC NEW COM 872540109 35,071,160 284,000 SH SOLE 284,000 0 0
TESLA INC COM 88160R101 55,590,500 175,000 SH SOLE 175,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 8,310,790 19,000 SH SOLE 19,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 221,559,323 2,374,698 SH SOLE 2,374,698 0 0
UNITEDHEALTH GROUP INC COM 91324P102 65,513,700 210,000 SH SOLE 210,000 0 0
VISA INC COM CL A 92826C839 10,158,690 28,612 SH SOLE 28,612 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 28,507,020 222,000 SH SOLE 222,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,721,220 86,000 SH SOLE 86,000 0 0
EXXON MOBIL CORP COM 30231G102 192,508,162 1,785,790 SH SOLE 1,785,790 0 0
ZOETIS INC CL A 98978V103 235,375,646 1,509,302 SH SOLE 1,509,302 0 0
ALIGN TECHNOLOGY INC COM 016255101 74,915,609 395,688 SH SOLE 395,688 0 0
AVANTOR INC COM 05352A100 988,502 73,440 SH SOLE 73,440 0 0
ISHARES TR US REGNL BKS ETF 464288778 49,550,000 1,000,000 SH SOLE 1,000,000 0 0