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
ABBVIE INC COM 00287Y109 18,628,453 85,652 SH SOLE 85,652 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 39,665,932 200,040 SH SOLE 200,040 0 0
ADOBE INC COM 00724F101 38,387,194 157,920 SH SOLE 157,920 0 0
ADVANCED MICRO DEVICES INC COM 007903107 30,001,653 147,479 SH SOLE 147,479 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,345,320 46,897 SH SOLE 46,897 0 0
AIRBNB INC COM CL A 009066101 14,657,951 116,075 SH SOLE 116,075 0 0
ALLSTATE CORP COM 020002101 10,770,484 51,946 SH SOLE 51,946 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,810,852 5,473 SH SOLE 5,473 0 0
ALPHABET INC CAP STK CL A 02079K305 225,078,388 782,718 SH SOLE 782,718 0 0
ALPHABET INC CAP STK CL C 02079K107 166,094,522 579,009 SH SOLE 579,009 0 0
AMAZON COM INC COM 023135106 207,395,058 995,799 SH SOLE 995,799 0 0
AMEREN CORP COM 023608102 3,950,525 35,940 SH SOLE 35,940 0 0
AMERICAN EXPRESS CO COM 025816109 23,518,122 77,751 SH SOLE 77,751 0 0
AMERIPRISE FINL INC COM 03076C106 33,110,022 74,505 SH SOLE 74,505 0 0
AMPHENOL CORP CL A 032095101 11,178,058 88,469 SH SOLE 88,469 0 0
APPLE INC COM 037833100 474,188,088 1,868,427 SH SOLE 1,868,427 0 0
APPLIED MATLS INC COM 038222105 48,689,011 142,453 SH SOLE 142,453 0 0
APPLOVIN CORP COM CL A 03831W108 16,298,896 40,952 SH SOLE 40,952 0 0
APTIV PLC COM SHS G3265R107 17,765,182 255,835 SH SOLE 255,835 0 0
ARCH CAP GROUP LTD ORD G0450A105 1,827,170 19,035 SH SOLE 19,035 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 7,594,233 69,608 SH SOLE 69,608 0 0
ARISTA NETWORKS INC COM SHS 040413205 44,162,493 359,688 SH SOLE 359,688 0 0
ATLASSIAN CORPORATION CL A 049468101 2,776,820 40,686 SH SOLE 40,686 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 35,007,304 172,297 SH SOLE 172,297 0 0
BANK AMERICA CORP COM 060505104 23,253,458 476,994 SH SOLE 476,994 0 0
BERKLEY W R CORP COM 084423102 24,188,820 364,949 SH SOLE 364,949 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 47,413,006 98,942 SH SOLE 98,942 0 0
BEST BUY INC COM 086516101 6,640,013 103,427 SH SOLE 103,427 0 0
BOOKING HOLDINGS INC COM 09857L108 42,381,081 10,066 SH SOLE 10,066 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,132,716 27,332 SH SOLE 27,332 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 19,893,382 328,003 SH SOLE 328,003 0 0
BROADCOM INC COM 11135F101 158,360,172 511,648 SH SOLE 511,648 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,370,188 69,979 SH SOLE 69,979 0 0
BROWN & BROWN INC COM 115236101 476,555 7,308 SH SOLE 7,308 0 0
C.H. ROBINSON WORLDWIDE INC COM NEW 12541W209 895,117 5,390 SH SOLE 5,390 0 0
CARDINAL HEALTH INC COM 14149Y108 4,988,818 23,609 SH SOLE 23,609 0 0
CARLISLE COS INC COM 142339100 1,523,309 4,566 SH SOLE 4,566 0 0
CATERPILLAR INC COM 149123101 54,331,089 76,689 SH SOLE 76,689 0 0
CBOE GLOBAL MKTS INC COM 12503M108 30,147,568 107,260 SH SOLE 107,260 0 0
CBRE GROUP INC CL A 12504L109 5,917,976 43,688 SH SOLE 43,688 0 0
CENCORA INC COM 03073E105 5,181,425 16,494 SH SOLE 16,494 0 0
CENTENE CORP DEL COM 15135B101 259,497 7,926 SH SOLE 7,926 0 0
CF INDS HLDGS INC COM 125269100 8,266,913 63,670 SH SOLE 63,670 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 3,112,273 21,787 SH SOLE 21,787 0 0
CHEVRON CORP NEW COM 166764100 44,418,740 214,687 SH SOLE 214,687 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,058,862 283,001 SH SOLE 283,001 0 0
CHUBB LIMITED COM H1467J104 336,360 1,032 SH SOLE 1,032 0 0
CINCINNATI FINL CORP COM 172062101 12,002,186 76,277 SH SOLE 76,277 0 0
CINTAS CORP COM 172908105 33,732,943 199,438 SH SOLE 199,438 0 0
CISCO SYS INC COM 17275R102 5,062,592 65,248 SH SOLE 65,248 0 0
CME GROUP INC COM 12572Q105 24,051,237 81,433 SH SOLE 81,433 0 0
COCA COLA CO COM 191216100 2,766,623 36,379 SH SOLE 36,379 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 29,509,841 481,008 SH SOLE 481,008 0 0
COLGATE PALMOLIVE CO COM 194162103 42,905,805 503,412 SH SOLE 503,412 0 0
COMCAST CORP NEW CL A 20030N101 6,981,468 243,172 SH SOLE 243,172 0 0
COMFORT SYS USA INC COM 199908104 32,905,459 23,862 SH SOLE 23,862 0 0
CONSOLIDATED EDISON INC COM 209115104 34,908,107 308,430 SH SOLE 308,430 0 0
CONSTELLATION ENERGY CORP COM 21037T109 5,796,392 20,757 SH SOLE 20,757 0 0
CORTEVA INC COM 22052L104 3,456,888 41,296 SH SOLE 41,296 0 0
COSTCO WHSL CORP NEW COM 22160K105 84,739,396 85,043 SH SOLE 85,043 0 0
COTERRA ENERGY INC COM 127097103 305,367 8,690 SH SOLE 8,690 0 0
CREDICORP LTD COM G2519Y108 16,660,861 49,121 SH SOLE 49,121 0 0
CRH PLC ORD G25508105 2,941,047 27,978 SH SOLE 27,978 0 0
CURTISS COM 231561101 5,399,919 7,928 SH SOLE 7,928 0 0
D R HORTON INC COM 23331A109 1,266,815 9,232 SH SOLE 9,232 0 0
DECKERS OUTDOOR CORP COM 243537107 32,912,895 328,833 SH SOLE 328,833 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 13,922,574 209,425 SH SOLE 209,425 0 0
DEXCOM INC COM 252131107 12,081,024 192,373 SH SOLE 192,373 0 0
DISNEY WALT CO COM 254687106 9,214,314 95,604 SH SOLE 95,604 0 0
DOCUSIGN INC COM 256163106 11,531,866 243,237 SH SOLE 243,237 0 0
DOLLAR GEN CORP NEW COM 256677105 4,392,060 36,992 SH SOLE 36,992 0 0
DOLLAR TREE INC COM 256746108 3,703,628 33,820 SH SOLE 33,820 0 0
DOMINOS PIZZA INC COM 25754A201 21,697,466 60,474 SH SOLE 60,474 0 0
EAST WEST BANCORP INC COM 27579R104 6,127,917 57,399 SH SOLE 57,399 0 0
EATON CORP PLC SHS G29183103 13,592,891 38,004 SH SOLE 38,004 0 0
EDISON INTL COM 281020107 28,760,325 393,008 SH SOLE 393,008 0 0
ELECTRONIC ARTS INC COM 285512109 4,664,749 22,881 SH SOLE 22,881 0 0
ELI LILLY & CO COM 532457108 91,441,694 99,418 SH SOLE 99,418 0 0
EMCOR GROUP INC COM 29084Q100 41,174,810 55,769 SH SOLE 55,769 0 0
EOG RES INC COM 26875P101 14,313,008 99,004 SH SOLE 99,004 0 0
EVERGY INC COM 30034W106 821,658 10,030 SH SOLE 10,030 0 0
EXELON CORP COM 30161N101 467,651 9,540 SH SOLE 9,540 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,872,487 16,772 SH SOLE 16,772 0 0
EXPEDITORS INTL WASH INC COM 302130109 25,720,241 179,573 SH SOLE 179,573 0 0
EXXON MOBIL CORP COM 30231G102 82,539,420 486,499 SH SOLE 486,499 0 0
F5 INC COM 315616102 2,982,124 10,307 SH SOLE 10,307 0 0
FAIR ISAAC CORP COM 303250104 15,686,433 14,694 SH SOLE 14,694 0 0
FASTENAL CO COM 311900104 28,310,357 610,137 SH SOLE 610,137 0 0
FEDEX CORP COM 31428X106 15,407,991 43,259 SH SOLE 43,259 0 0
FERGUSON ENTERPRISES INC COMMON STOCK 31488V107 25,442,368 109,073 SH SOLE 109,073 0 0
FORTINET INC COM 34959E109 24,227,855 296,474 SH SOLE 296,474 0 0
FOX CORP CL A COM 35137L105 28,884,640 494,600 SH SOLE 494,600 0 0
FOX CORP CL B COM 35137L204 267,305 5,034 SH SOLE 5,034 0 0
GARTNER INC COM 366651107 1,633,119 10,314 SH SOLE 10,314 0 0
GE AEROSPACE COM NEW 369604301 9,047,439 31,883 SH SOLE 31,883 0 0
GE VERNOVA INC COM 36828A101 12,667,525 14,512 SH SOLE 14,512 0 0
GILEAD SCIENCES INC COM 375558103 16,527,888 118,590 SH SOLE 118,590 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,079,443 2,458 SH SOLE 2,458 0 0
GRACO INC COM 384109104 8,871,151 104,798 SH SOLE 104,798 0 0
GRAINGER W W INC COM 384802104 29,434,417 26,984 SH SOLE 26,984 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 38,793,836 286,873 SH SOLE 286,873 0 0
HCA HEALTHCARE INC COM 40412C101 48,863,923 103,254 SH SOLE 103,254 0 0
HEICO CORP NEW CL A 422806208 1,761,335 8,344 SH SOLE 8,344 0 0
HENRY JACK & ASSOC INC COM 426281101 323,350 2,046 SH SOLE 2,046 0 0
HOME DEPOT INC COM 437076102 8,049,254 24,474 SH SOLE 24,474 0 0
HOWMET AEROSPACE INC COM 443201108 38,071,992 165,200 SH SOLE 165,200 0 0
HUBBELL INC COM 443510607 1,409,896 2,873 SH SOLE 2,873 0 0
HUBSPOT INC COM 443573100 2,812,764 11,523 SH SOLE 11,523 0 0
HUNT J B TRANS SVCS INC COM 445658107 8,681,331 40,969 SH SOLE 40,969 0 0
IDEXX LABS INC COM 45168D104 34,104,475 60,696 SH SOLE 60,696 0 0
ILLINOIS TOOL WKS COM 452308109 19,877,566 76,367 SH SOLE 76,367 0 0
ILLUMINA INC COM 452327109 9,047,900 73,405 SH SOLE 73,405 0 0
INCYTE CORP COM 45337C102 29,707,754 315,637 SH SOLE 315,637 0 0
INSULET CORP COM 45784P101 3,386,188 16,137 SH SOLE 16,137 0 0
INTEL CORP COM 458140100 6,667,205 151,081 SH SOLE 151,081 0 0
INTERACTIVE INC COM 45841N107 10,188,335 151,906 SH SOLE 151,906 0 0
INTUIT COM 461202103 26,716,760 61,790 SH SOLE 61,790 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 15,225,578 33,028 SH SOLE 33,028 0 0
JABIL INC COM 466313103 1,089,880 4,103 SH SOLE 4,103 0 0
JOHNSON & JOHNSON COM 478160104 64,617,958 264,351 SH SOLE 264,351 0 0
JPMORGAN CHASE & CO. COM 46625H100 87,845,295 298,631 SH SOLE 298,631 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,543,152 5,465 SH SOLE 5,465 0 0
KIMBERLY-CLARK CORP COM 494368103 2,016,609 20,904 SH SOLE 20,904 0 0
KLA CORP COM NEW 482480100 59,326,344 40,292 SH SOLE 40,292 0 0
KROGER CO COM 501044101 13,412,360 185,356 SH SOLE 185,356 0 0
LAM RESEARCH CORP COM NEW 512807306 59,973,294 280,695 SH SOLE 280,695 0 0
LEIDOS HOLDINGS INC COM 525327102 28,444,608 182,900 SH SOLE 182,900 0 0
LINDE PLC SHS G54950103 7,461,188 15,050 SH SOLE 15,050 0 0
LOCKHEED MARTIN CORP COM 539830109 35,252,860 58,328 SH SOLE 58,328 0 0
LOEWS CORP COM 540424108 2,996,192 28,070 SH SOLE 28,070 0 0
LOWES COS INC COM 548661107 312,598 1,323 SH SOLE 1,323 0 0
M & T BK CORP COM 55261F104 29,857,396 144,434 SH SOLE 144,434 0 0
MARSH & MCLENNAN COS INC COM 571748102 16,309,157 94,028 SH SOLE 94,028 0 0
MASCO CORP COM 574599106 7,783,021 128,922 SH SOLE 128,922 0 0
MASTERCARD INCORPORATED CL A 57636Q104 81,288,686 162,688 SH SOLE 162,688 0 0
MCKESSON CORP COM 58155Q103 10,007,023 11,564 SH SOLE 11,564 0 0
MERCADOLIBRE INC COM 58733R102 3,525,472 2,039 SH SOLE 2,039 0 0
MERCK & CO INC COM 58933Y105 17,228,415 143,224 SH SOLE 143,224 0 0
META PLATFORMS INC CL A 30303M102 160,612,339 280,727 SH SOLE 280,727 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 26,371,692 20,910 SH SOLE 20,910 0 0
MICRON TECHNOLOGY INC COM 595112103 37,435,037 110,807 SH SOLE 110,807 0 0
MICROSOFT CORP COM 594918104 315,807,204 853,141 SH SOLE 853,141 0 0
MONDAY COM LTD SHS M7S64H106 2,859,357 41,374 SH SOLE 41,374 0 0
MONGODB INC COM 60937P106 795,992 3,252 SH SOLE 3,252 0 0
MONOLITHIC PWR SYS INC COM 609839105 6,555,727 5,996 SH SOLE 5,996 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 36,461,437 503,194 SH SOLE 503,194 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 21,973,203 50,633 SH SOLE 50,633 0 0
MSCI INC COM 55354G100 35,824,761 66,464 SH SOLE 66,464 0 0
NETAPP INC COM 64110D104 16,306,017 159,254 SH SOLE 159,254 0 0
NETFLIX INC COM 64110L106 55,084,335 572,900 SH SOLE 572,900 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 18,020,188 136,786 SH SOLE 136,786 0 0
NEWMONT CORP COM 651639106 36,605,279 338,155 SH SOLE 338,155 0 0
NEXTERA ENERGY INC COM 65339F101 16,716,450 179,979 SH SOLE 179,979 0 0
NIKE INC CL B 654106103 3,848,993 72,870 SH SOLE 72,870 0 0
NRG ENERGY INC COM NEW 629377508 26,698,317 182,690 SH SOLE 182,690 0 0
NVIDIA CORPORATION COM 67066G104 538,870,538 3,089,854 SH SOLE 3,089,854 0 0
NVR INC COM 62944T105 15,479,511 2,349 SH SOLE 2,349 0 0
OKTA CL A 679295105 4,843,341 61,534 SH SOLE 61,534 0 0
OLD DOMINION FREIGHT INC COM 679580100 17,248,544 88,273 SH SOLE 88,273 0 0
OMNICOM GROUP INC COM 681919106 6,561,986 87,133 SH SOLE 87,133 0 0
ORACLE CORP COM 68389X105 7,860,529 53,433 SH SOLE 53,433 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 17,410,958 188,614 SH SOLE 188,614 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,260,720 16,356 SH SOLE 16,356 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 42,439,778 290,127 SH SOLE 290,127 0 0
PALO ALTO NETWORKS INC COM 697435105 8,952,429 55,841 SH SOLE 55,841 0 0
PARKER-HANNIFIN CORP COM 701094104 12,413,398 13,866 SH SOLE 13,866 0 0
PAYCHEX INC COM 704326107 12,459,598 135,254 SH SOLE 135,254 0 0
PAYCOM SOFTWARE INC COM 70432V102 12,205,290 100,422 SH SOLE 100,422 0 0
PAYPAL HLDGS INC COM 70450Y103 25,204,915 557,261 SH SOLE 557,261 0 0
PEPSICO INC COM 713448108 823,037 5,300 SH SOLE 5,300 0 0
PINTEREST INC CL A 72352L106 2,244,211 122,367 SH SOLE 122,367 0 0
PROCTER AND GAMBLE CO COM 742718109 18,397,034 127,368 SH SOLE 127,368 0 0
PROGRESSIVE CORP COM 743315103 5,995,769 30,245 SH SOLE 30,245 0 0
PULTE GROUP INC COM 745867101 10,133,395 86,161 SH SOLE 86,161 0 0
QUALCOMM INC COM 747525103 42,128,960 327,139 SH SOLE 327,139 0 0
RALPH CL A 751212101 7,058,331 20,519 SH SOLE 20,519 0 0
RAYMOND JAMES FINL INC COM 754730109 8,428,515 58,212 SH SOLE 58,212 0 0
REDDIT INC CL A 75734B100 2,353,278 17,477 SH SOLE 17,477 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,938,350 3,803 SH SOLE 3,803 0 0
RELIANCE INC COM 759509102 4,299,860 14,148 SH SOLE 14,148 0 0
REPUBLIC SVCS INC COM 760759100 3,501,035 15,985 SH SOLE 15,985 0 0
RESMED INC COM 761152107 33,603,983 149,697 SH SOLE 149,697 0 0
ROBINHOOD MKTS INC COM CL A 770700102 1,680,248 24,246 SH SOLE 24,246 0 0
ROLLINS INC COM 775711104 33,060,470 618,994 SH SOLE 618,994 0 0
ROSS STORES INC COM 778296103 39,581,334 182,714 SH SOLE 182,714 0 0
S&P GLOBAL INC COM 78409V104 6,995,142 16,446 SH SOLE 16,446 0 0
SALESFORCE INC COM 79466L302 21,604,252 115,735 SH SOLE 115,735 0 0
SANDISK CORP COM 80004C200 7,465,880 11,751 SH SOLE 11,751 0 0
SCHLUMBERGER LTD COM STK 806857108 5,176,772 100,735 SH SOLE 100,735 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 229,180 585 SH SOLE 585 0 0
SERVICENOW INC COM 81762P102 17,909,310 171,299 SH SOLE 171,299 0 0
SHERWIN WILLIAMS CO COM 824348106 20,086,625 62,663 SH SOLE 62,663 0 0
SNAP ON INC COM 833034101 31,546,383 86,852 SH SOLE 86,852 0 0
SOUTHERN COPPER CORP COM 84265V105 11,400,179 66,257 SH SOLE 66,257 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 407,674 17,904 SH SOLE 17,904 0 0
SYNCHRONY FINANCIAL COM 87165B103 38,081,337 559,855 SH SOLE 559,855 0 0
TAPESTRY INC COM 876030107 27,966,450 198,189 SH SOLE 198,189 0 0
TARGET CORP COM 87612E106 16,380,907 135,156 SH SOLE 135,156 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 29,960,509 143,338 SH SOLE 143,338 0 0
TECHNIPFMC PLC COM G87110105 17,682,279 255,783 SH SOLE 255,783 0 0
TESLA INC COM 88160R101 110,856,965 298,203 SH SOLE 298,203 0 0
TEXTRON INC COM 883203101 744,435 8,502 SH SOLE 8,502 0 0
THE CIGNA GROUP COM 125523100 1,435,115 5,380 SH SOLE 5,380 0 0
THE TRADE DESK INC COM CL A 88339J105 3,236,797 142,653 SH SOLE 142,653 0 0
TJX COS INC NEW COM 872540109 55,101,291 345,030 SH SOLE 345,030 0 0
T-MOBILE US INC COM 872590104 34,256,313 163,102 SH SOLE 163,102 0 0
TOAST INC CL A 888787108 6,715,805 253,331 SH SOLE 253,331 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 42,776,694 102,646 SH SOLE 102,646 0 0
TRAVELERS COMPANIES INC COM 89417E109 27,212,286 93,295 SH SOLE 93,295 0 0
TWILIO INC CL A 90138F102 4,288,323 34,083 SH SOLE 34,083 0 0
UBER TECHNOLOGIES INC COM 90353T100 20,591,761 286,275 SH SOLE 286,275 0 0
ULTA BEAUTY INC COM 90384S303 11,607,821 22,207 SH SOLE 22,207 0 0
UNION PAC CORP COM 907818108 1,508,369 6,217 SH SOLE 6,217 0 0
UNITED AIRLS HLDGS INC COM 910047109 2,976,807 32,332 SH SOLE 32,332 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 43,008,839 72,530 SH SOLE 72,530 0 0
UNITEDHEALTH GROUP INC COM 91324P102 16,866,686 62,333 SH SOLE 62,333 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 32,550,885 181,879 SH SOLE 181,879 0 0
VALERO ENERGY CORP COM 91913Y100 21,032,932 85,126 SH SOLE 85,126 0 0
VEEVA SYS INC CL A COM 922475108 26,127,141 148,737 SH SOLE 148,737 0 0
VERISIGN INC COM 92343E102 35,084,575 141,265 SH SOLE 141,265 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 634,930 12,648 SH SOLE 12,648 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103 502,732 13,580 SH SOLE 13,580 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 17,529,073 69,954 SH SOLE 69,954 0 0
VISA INC COM CL A 92826C839 88,502,824 292,823 SH SOLE 292,823 0 0
VISTRA CORP COM 92840M102 7,269,207 48,355 SH SOLE 48,355 0 0
WABTEC COM 929740108 2,729,767 10,923 SH SOLE 10,923 0 0
WALMART INC COM 931142103 51,521,393 414,559 SH SOLE 414,559 0 0
WASTE CONNECTIONS INC COM 94106B101 2,484,520 15,295 SH SOLE 15,295 0 0
WEC ENERGY GROUP INC COM 92939U106 3,470,322 29,976 SH SOLE 29,976 0 0
WELLS FARGO CO NEW COM 949746101 18,023,226 226,394 SH SOLE 226,394 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 15,414,611 61,501 SH SOLE 61,501 0 0
WILLIAMS SONOMA INC COM 969904101 19,632,200 107,674 SH SOLE 107,674 0 0
XP INC CL A G98239109 15,184,229 797,491 SH SOLE 797,491 0 0
ZOETIS INC CL A 98978V103 29,661,253 250,920 SH SOLE 250,920 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 13,780,936 171,426 SH SOLE 171,426 0 0