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
AFLAC INC COM 001055102 7,313,105 70,699 SH SOLE 0 0 70,699
ABBOTT LABS COM 002824100 159,179,703 1,407,300 SH SOLE 0 0 1,407,300
ADOBE INC COM 00724F101 32,433,180 72,936 SH SOLE 0 0 72,936
ADVANCED MICRO DEVICES INC COM 007903107 729,934 6,043 SH SOLE 0 0 6,043
ALLY FINL INC COM 02005N100 54,074,705 1,501,658 SH SOLE 0 0 1,501,658
ALPHABET INC CAP STK CL C 02079K107 290,228,656 1,523,990 SH SOLE 0 0 1,523,990
ALPHABET INC CAP STK CL A 02079K305 34,656,476 183,077 SH SOLE 0 0 183,077
AMAZON COM INC COM 023135106 300,010,340 1,367,475 SH SOLE 0 0 1,367,475
AMERICAN INTL GROUP INC COM NEW 026874784 7,240,251 99,454 SH SOLE 0 0 99,454
ELEVANCE HEALTH INC COM 036752103 130,652,206 354,167 SH SOLE 0 0 354,167
APPLE INC COM 037833100 254,762,533 1,017,341 SH SOLE 0 0 1,017,341
APPLIED MATLS INC COM 038222105 2,699,658 16,600 SH SOLE 0 0 16,600
ARAMARK COM 03852U106 3,790,696 101,600 SH SOLE 0 0 101,600
AUTOZONE INC COM 053332102 56,239,928 17,564 SH SOLE 0 0 17,564
AVANTOR INC COM 05352A100 1,328,927 63,072 SH SOLE 0 0 63,072
BANK AMERICA CORP COM 060505104 125,924,441 2,865,175 SH SOLE 0 0 2,865,175
BLUE OWL CAPITAL INC COM CL A 09581B103 71,398,826 3,069,597 SH SOLE 0 0 3,069,597
BOSTON SCIENTIFIC CORP COM 101137107 141,499,136 1,584,182 SH SOLE 0 0 1,584,182
BROADCOM INC COM 11135F101 175,279,154 756,035 SH SOLE 0 0 756,035
CME GROUP INC COM 12572Q105 973,044 4,190 SH SOLE 0 0 4,190
CENTENE CORP DEL COM 15135B101 52,253,885 862,560 SH SOLE 0 0 862,560
CITIGROUP INC COM NEW 172967424 15,190,936 215,811 SH SOLE 0 0 215,811
CLEAN HARBORS INC COM 184496107 2,757,077 11,980 SH SOLE 0 0 11,980
COCA COLA CO COM 191216100 178,552,715 2,867,856 SH SOLE 0 0 2,867,856
COLGATE PALMOLIVE CO COM 194162103 34,930,986 384,237 SH SOLE 0 0 384,237
COSTCO WHSL CORP NEW COM 22160K105 4,489,723 4,900 SH SOLE 0 0 4,900
CROWDSTRIKE HLDGS INC CL A 22788C105 107,052,626 312,873 SH SOLE 0 0 312,873
DARLING INGREDIENTS INC COM 237266101 1,882,867 55,888 SH SOLE 0 0 55,888
DUOLINGO INC CL A COM 26603R106 1,825,415 5,630 SH SOLE 0 0 5,630
ECOLAB INC COM 278865100 3,435,834 14,663 SH SOLE 0 0 14,663
META PLATFORMS INC CL A 30303M102 175,894,230 300,412 SH SOLE 0 0 300,412
FISERV INC COM 337738108 166,241,887 809,278 SH SOLE 0 0 809,278
GE AEROSPACE COM NEW 369604301 68,410,086 410,157 SH SOLE 0 0 410,157
GENTEX CORP COM 371901109 8,563,465 298,067 SH SOLE 0 0 298,067
GOLDMAN SACHS GROUP INC COM 38141G104 7,701,166 13,449 SH SOLE 0 0 13,449
HOME DEPOT INC COM 437076102 32,286,170 83,000 SH SOLE 0 0 83,000
INTUIT COM 461202103 4,368,075 6,950 SH SOLE 0 0 6,950
JPMORGAN CHASE & CO. COM 46625H100 13,123,643 54,748 SH SOLE 0 0 54,748
KLA CORP COM NEW 482480100 9,371,775 14,873 SH SOLE 0 0 14,873
KEYSIGHT TECHNOLOGIES INC COM 49338L103 77,035,578 479,584 SH SOLE 0 0 479,584
LAUDER ESTEE COS INC CL A 518439104 69,340,904 924,792 SH SOLE 0 0 924,792
LOWES COS INC COM 548661107 3,896,972 15,790 SH SOLE 0 0 15,790
MASTERCARD INCORPORATED CL A 57636Q104 229,874,660 436,551 SH SOLE 0 0 436,551
MERCK & CO INC COM 58933Y105 2,677,106 26,911 SH SOLE 0 0 26,911
METLIFE INC COM 59156R108 16,376,000 200,000 SH SOLE 0 0 200,000
MICROSOFT CORP COM 594918104 383,825,487 910,618 SH SOLE 0 0 910,618
MICRON TECHNOLOGY INC COM 595112103 61,668,829 732,757 SH SOLE 0 0 732,757
NEWMONT CORP COM 651639106 6,830,354 183,513 SH SOLE 0 0 183,513
NEXTERA ENERGY INC COM 65339F101 117,466,359 1,638,532 SH SOLE 0 0 1,638,532
NORFOLK SOUTHN CORP COM 655844108 31,745,991 135,262 SH SOLE 0 0 135,262
NVIDIA CORPORATION COM 67066G104 300,983,371 2,241,294 SH SOLE 0 0 2,241,294
ORACLE CORP COM 68389X105 110,327,012 662,068 SH SOLE 0 0 662,068
PNC FINL SVCS GROUP INC COM 693475105 25,916,340 134,386 SH SOLE 0 0 134,386
PACKAGING CORP AMER COM 695156109 8,298,742 36,862 SH SOLE 0 0 36,862
PALO ALTO NETWORKS INC COM 697435105 3,912,140 21,500 SH SOLE 0 0 21,500
PARKER-HANNIFIN CORP COM 701094104 49,411,899 77,688 SH SOLE 0 0 77,688
PEPSICO INC COM 713448108 7,062,275 46,444 SH SOLE 0 0 46,444
PLANET FITNESS INC CL A 72703H101 3,953,811 39,990 SH SOLE 0 0 39,990
PROGRESSIVE CORP COM 743315103 4,055,160 16,924 SH SOLE 0 0 16,924
QUANTA SVCS INC COM 74762E102 9,702,735 30,700 SH SOLE 0 0 30,700
QUEST DIAGNOSTICS INC COM 74834L100 8,514,538 56,440 SH SOLE 0 0 56,440
S&P GLOBAL INC COM 78409V104 4,144,108 8,321 SH SOLE 0 0 8,321
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 7,767,450 102,500 SH SOLE 0 0 102,500
SALESFORCE INC COM 79466L302 78,154,652 233,765 SH SOLE 0 0 233,765
SAVERS VALUE VLG INC COM 80517M109 595,812 58,128 SH SOLE 0 0 58,128
SERVICE CORP INTL COM 817565104 7,776,623 97,427 SH SOLE 0 0 97,427
SERVICENOW INC COM 81762P102 24,536,477 23,145 SH SOLE 0 0 23,145
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 67,744,600 343,028 SH SOLE 0 0 343,028
TELEDYNE TECHNOLOGIES INC COM 879360105 82,133,373 176,962 SH SOLE 0 0 176,962
TERADYNE INC COM 880770102 10,329,092 82,029 SH SOLE 0 0 82,029
TESLA INC COM 88160R101 9,692,160 24,000 SH SOLE 0 0 24,000
THERMO FISHER SCIENTIFIC INC COM 883556102 90,327,535 173,630 SH SOLE 0 0 173,630
3M CO COM 88579Y101 8,319,721 64,449 SH SOLE 0 0 64,449
TRACTOR SUPPLY CO COM 892356106 8,810,878 166,055 SH SOLE 0 0 166,055
TRANSUNION COM 89400J107 106,178,260 1,145,273 SH SOLE 0 0 1,145,273
TRIMBLE INC COM 896239100 65,077,860 921,000 SH SOLE 0 0 921,000
TRUIST FINL CORP COM 89832Q109 11,337,884 261,362 SH SOLE 0 0 261,362
US BANCORP DEL COM NEW 902973304 55,339,310 1,157,000 SH SOLE 0 0 1,157,000
UBER TECHNOLOGIES INC COM 90353T100 72,376,158 1,199,870 SH SOLE 0 0 1,199,870
UNION PAC CORP COM 907818108 9,348,500 40,995 SH SOLE 0 0 40,995
UNITED RENTALS INC COM 911363109 3,047,407 4,326 SH SOLE 0 0 4,326
UNITEDHEALTH GROUP INC COM 91324P102 68,850,581 136,106 SH SOLE 0 0 136,106
VERISK ANALYTICS INC COM 92345Y106 3,068,290 11,140 SH SOLE 0 0 11,140
WALMART INC COM 931142103 60,261,282 666,976 SH SOLE 0 0 666,976
WELLTOWER INC COM 95040Q104 4,090,934 32,460 SH SOLE 0 0 32,460
WORKDAY INC CL A 98138H101 35,942,547 139,296 SH SOLE 0 0 139,296
XYLEM INC COM 98419M100 3,853,024 33,210 SH SOLE 0 0 33,210
ZSCALER INC COM 98980G102 75,737,742 419,809 SH SOLE 0 0 419,809
EATON CORP PLC SHS G29183103 88,093,896 265,447 SH SOLE 0 0 265,447
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,402,685 113,137 SH SOLE 0 0 113,137