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
APTIV PLC SHS G6095L109 1,008,608 12,663 SH SOLE 0 0 12,663
AFLAC INC COM 001055102 20,422,402 237,857 SH SOLE 0 0 237,857
ADOBE INC COM 00724F101 460,700 913 SH SOLE 0 0 913
ADVANCED MICRO DEVICES INC COM 007903107 84,117,906 466,053 SH SOLE 0 0 466,053
ALLY FINL INC COM 02005N100 70,490,948 1,736,658 SH SOLE 0 0 1,736,658
ALPHABET INC CAP STK CL C 02079K107 234,034,430 1,537,071 SH SOLE 0 0 1,537,071
ALPHABET INC CAP STK CL A 02079K305 45,472,190 301,280 SH SOLE 0 0 301,280
AMAZON COM INC COM 023135106 249,760,461 1,384,635 SH SOLE 0 0 1,384,635
AMERICAN EXPRESS CO COM 025816109 25,851,695 113,539 SH SOLE 0 0 113,539
AMERICAN INTL GROUP INC COM NEW 026874784 20,419,098 261,214 SH SOLE 0 0 261,214
ELEVANCE HEALTH INC COM 036752103 151,151,299 291,494 SH SOLE 0 0 291,494
APPLE INC COM 037833100 171,966,317 1,002,836 SH SOLE 0 0 1,002,836
APPLIED MATLS INC COM 038222105 1,349,775 6,545 SH SOLE 0 0 6,545
ARAMARK COM 03852U106 1,240,801 38,155 SH SOLE 0 0 38,155
AUTOZONE INC COM 053332102 23,032,258 7,308 SH SOLE 0 0 7,308
AVANTOR INC COM 05352A100 1,612,751 63,072 SH SOLE 0 0 63,072
BANK AMERICA CORP COM 060505104 129,088,022 3,404,220 SH SOLE 0 0 3,404,220
BLUE OWL CAPITAL INC COM CL A 09581B103 82,882,099 4,394,597 SH SOLE 0 0 4,394,597
BOSTON SCIENTIFIC CORP COM 101137107 109,248,331 1,595,099 SH SOLE 0 0 1,595,099
THE CIGNA GROUP COM 125523100 25,423,300 70,000 SH SOLE 0 0 70,000
CME GROUP INC COM 12572Q105 664,170 3,085 SH SOLE 0 0 3,085
CVS HEALTH CORP COM 126650100 16,749,600 210,000 SH SOLE 0 0 210,000
CARDINAL HEALTH INC COM 14149Y108 27,975,000 250,000 SH SOLE 0 0 250,000
CENTENE CORP DEL COM 15135B101 53,174,909 677,560 SH SOLE 0 0 677,560
CISCO SYS INC COM 17275R102 9,982,000 200,000 SH SOLE 0 0 200,000
CITIGROUP INC COM NEW 172967424 27,282,874 431,418 SH SOLE 0 0 431,418
COCA COLA CO COM 191216100 39,075,115 638,691 SH SOLE 0 0 638,691
COLGATE PALMOLIVE CO COM 194162103 19,760,572 219,440 SH SOLE 0 0 219,440
COSTCO WHSL CORP NEW COM 22160K105 783,914 1,070 SH SOLE 0 0 1,070
DARLING INGREDIENTS INC COM 237266101 19,827,818 426,313 SH SOLE 0 0 426,313
DEERE & CO COM 244199105 1,432,661 3,488 SH SOLE 0 0 3,488
DELL TECHNOLOGIES INC CL C 24703L202 10,586,099 92,771 SH SOLE 0 0 92,771
DISNEY WALT CO COM 254687106 590,265 4,824 SH SOLE 0 0 4,824
DUOLINGO INC CL A COM 26603R106 947,832 4,297 SH SOLE 0 0 4,297
ECOLAB INC COM 278865100 1,027,967 4,452 SH SOLE 0 0 4,452
ENVISTA HOLDINGS CORPORATION COM 29415F104 11,759,000 550,000 SH SOLE 0 0 550,000
EXELON CORP COM 30161N101 779,202 20,740 SH SOLE 0 0 20,740
META PLATFORMS INC CL A 30303M102 199,947,277 411,770 SH SOLE 0 0 411,770
FISERV INC COM 337738108 153,266,581 958,995 SH SOLE 0 0 958,995
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 11,637,207 128,008 SH SOLE 0 0 128,008
GENERAL ELECTRIC CO COM NEW 369604301 91,303,158 520,157 SH SOLE 0 0 520,157
GENTEX CORP COM 371901109 15,908,368 440,431 SH SOLE 0 0 440,431
GOLDMAN SACHS GROUP INC COM 38141G104 22,742,803 54,449 SH SOLE 0 0 54,449
HEALTHPEAK PROPERTIES INC COM 42250P103 451,313 24,070 SH SOLE 0 0 24,070
HOME DEPOT INC COM 437076102 332,581 867 SH SOLE 0 0 867
INTEL CORP COM 458140100 16,552,177 374,738 SH SOLE 0 0 374,738
INTUIT COM 461202103 1,778,400 2,736 SH SOLE 0 0 2,736
KLA CORP COM NEW 482480100 18,772,672 26,873 SH SOLE 0 0 26,873
KEYSIGHT TECHNOLOGIES INC COM 49338L103 93,834,881 600,044 SH SOLE 0 0 600,044
LAUDER ESTEE COS INC CL A 518439104 50,869,500 330,000 SH SOLE 0 0 330,000
LOWES COS INC COM 548661107 24,783,701 97,294 SH SOLE 0 0 97,294
MSCI INC COM 55354G100 537,472 959 SH SOLE 0 0 959
MASTERCARD INCORPORATED CL A 57636Q104 186,710,468 387,712 SH SOLE 0 0 387,712
MCDONALDS CORP COM 580135101 6,480,057 22,983 SH SOLE 0 0 22,983
MERCK & CO INC COM 58933Y105 1,580,101 11,975 SH SOLE 0 0 11,975
MICROSOFT CORP COM 594918104 326,208,618 775,358 SH SOLE 0 0 775,358
MICRON TECHNOLOGY INC COM 595112103 21,202,281 179,848 SH SOLE 0 0 179,848
NEWMONT CORP COM 651639106 20,037,105 559,071 SH SOLE 0 0 559,071
NEXTERA ENERGY INC COM 65339F101 161,139,031 2,521,343 SH SOLE 0 0 2,521,343
NORFOLK SOUTHN CORP COM 655844108 18,799,721 73,762 SH SOLE 0 0 73,762
NVIDIA CORPORATION COM 67066G104 193,192,874 213,813 SH SOLE 0 0 213,813
ORACLE CORP COM 68389X105 179,923,638 1,432,399 SH SOLE 0 0 1,432,399
PNC FINL SVCS GROUP INC COM 693475105 45,310,378 280,386 SH SOLE 0 0 280,386
PACKAGING CORP AMER COM 695156109 24,418,423 128,667 SH SOLE 0 0 128,667
PALO ALTO NETWORKS INC COM 697435105 60,217,376 211,936 SH SOLE 0 0 211,936
PARKER-HANNIFIN CORP COM 701094104 100,150,579 180,195 SH SOLE 0 0 180,195
PEPSICO INC COM 713448108 107,563,771 614,615 SH SOLE 0 0 614,615
PLANET FITNESS INC CL A 72703H101 727,948 11,623 SH SOLE 0 0 11,623
PROGRESSIVE CORP COM 743315103 390,890 1,890 SH SOLE 0 0 1,890
PROLOGIS INC. COM 74340W103 653,835 5,021 SH SOLE 0 0 5,021
QUANTA SVCS INC COM 74762E102 1,699,612 6,542 SH SOLE 0 0 6,542
QUEST DIAGNOSTICS INC COM 74834L100 16,638,750 125,000 SH SOLE 0 0 125,000
S&P GLOBAL INC COM 78409V104 1,653,724 3,887 SH SOLE 0 0 3,887
SALESFORCE INC COM 79466L302 18,755,683 62,274 SH SOLE 0 0 62,274
SAVERS VALUE VLG INC COM 80517M109 462,720 24,000 SH SOLE 0 0 24,000
SERVICE CORP INTL COM 817565104 12,345,279 166,356 SH SOLE 0 0 166,356
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,097,243 8,065 SH SOLE 0 0 8,065
TELEDYNE TECHNOLOGIES INC COM 879360105 74,873,837 174,401 SH SOLE 0 0 174,401
TERADYNE INC COM 880770102 17,398,499 154,201 SH SOLE 0 0 154,201
THERMO FISHER SCIENTIFIC INC COM 883556102 59,719,328 102,750 SH SOLE 0 0 102,750
3M CO COM 88579Y101 17,888,175 168,645 SH SOLE 0 0 168,645
TRACTOR SUPPLY CO COM 892356106 21,254,543 81,211 SH SOLE 0 0 81,211
TRANSUNION COM 89400J107 103,623,971 1,298,546 SH SOLE 0 0 1,298,546
TRUIST FINL CORP COM 89832Q109 13,321,220 341,745 SH SOLE 0 0 341,745
UNION PAC CORP COM 907818108 24,679,813 100,353 SH SOLE 0 0 100,353
UNITED RENTALS INC COM 911363109 1,148,728 1,593 SH SOLE 0 0 1,593
UNITEDHEALTH GROUP INC COM 91324P102 32,523,557 65,744 SH SOLE 0 0 65,744
WALMART INC COM 931142103 14,936,841 248,244 SH SOLE 0 0 248,244
WELLTOWER INC COM 95040Q104 1,070,449 11,456 SH SOLE 0 0 11,456
WORKDAY INC CL A 98138H101 121,153,914 444,194 SH SOLE 0 0 444,194
XYLEM INC COM 98419M100 1,422,674 11,008 SH SOLE 0 0 11,008
EATON CORP PLC SHS G29183103 76,437,753 244,460 SH SOLE 0 0 244,460
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 12,594,452 123,137 SH SOLE 0 0 123,137