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        <name>RTX Corp.</name>
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        <name>Regeneron Pharmaceuticals, Inc.</name>
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        <name>Rockwell Automation, Inc.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Roku Inc</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Salesforce Inc.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Sandisk Corporation</name>
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        <name>SLB Ltd.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>The Charles Schwab Corporation</name>
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        <name>Simon Property Group Inc</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Solventum Corp.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Stryker Corporation</name>
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        <name>The TJX Companies Inc.</name>
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        <name>Target Corp.</name>
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        <name>UnitedHealth Group Inc.</name>
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        <name>Unum Group</name>
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        <name>Veeva Systems Inc</name>
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        <name>Ventas Inc.</name>
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        <name>Veralto Corp.</name>
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        <name>Verizon Communications Inc.</name>
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        <name>Vertex Pharmaceuticals Incorporated</name>
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        <name>Vertiv Holdings Co</name>
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        <name>Vici Properties Inc</name>
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        <name>Illinois Tool Works Inc.</name>
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        <name>Intel Corporation</name>
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        <name>Keysight Technologies, Inc.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Exelixis, Inc.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Exxon Mobil Corp.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>FMC Corp.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Meta Platforms Inc</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Ferguson Enterprises Inc</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Fidelity National Information Services Inc</name>
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        <fairValLevel>1</fairValLevel>
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        <name>First Solar Inc</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Fiserv Inc.</name>
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        <cusip>337738108</cusip>
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        <fairValLevel>1</fairValLevel>
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        <name>Fox Corporation</name>
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        <cusip>35137L105</cusip>
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        <fairValLevel>1</fairValLevel>
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        <name>Fox Corporation</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Freeport-McMoRan Inc.</name>
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        <name>General Dynamics Corporation</name>
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        <fairValLevel>1</fairValLevel>
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        <name>General Mills, Inc.</name>
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        <name>General Motors Company</name>
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        <name>Gilead Sciences Inc.</name>
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        <name>Goldman Sachs Group, Inc.</name>
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        <name>Halliburton Company</name>
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        <name>Texas Instruments Inc.</name>
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        <name>The Trade Desk Inc</name>
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        <name>3M Company</name>
        <lei>LUZQVYP4VS22CLWDAR65</lei>
        <title>3M CO COMMON STOCK USD.01</title>
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        <fairValLevel>1</fairValLevel>
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        <name>Toll Brothers, Inc.</name>
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        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>Medtronic PLC</name>
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        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>Smurfit WestRock plc</name>
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        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>Trane Technologies PLC</name>
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        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>Viking Holdings Ltd.</name>
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        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>Chubb Ltd. Switzerland</name>
        <lei>E0JAN6VLUDI1HITHT809</lei>
        <title>CHUBB LTD COMMON STOCK</title>
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        <assetCat>EC</assetCat>
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        <invCountry>CH</invCountry>
        
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>Abbott Laboratories</name>
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        <assetCat>EC</assetCat>
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        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>Adobe Inc</name>
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        <cusip>00724F101</cusip>
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        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>Advanced Micro Devices Inc.</name>
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          <ticker value="AMD"/>
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        <assetCat>EC</assetCat>
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        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>Albemarle Corp</name>
        <lei>HDBLS2Q6GV1LSKQPBS54</lei>
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        <cusip>012653101</cusip>
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        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>Bristol-Myers Squibb Company</name>
        <lei>HLYYNH7UQUORYSJQCN42</lei>
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        <fairValLevel>1</fairValLevel>
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      <invstOrSec>
        <name>The Cigna Group</name>
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        <cusip>125523100</cusip>
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        <curCd>USD</curCd>
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        <fairValLevel>1</fairValLevel>
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        <name>CME Group Inc.</name>
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        <cusip>12572Q105</cusip>
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        <fairValLevel>1</fairValLevel>
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        <name>Capital One Financial Corp.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Cardinal Health, Inc.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Carnival Corporation</name>
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        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
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        <name>Caterpillar Inc</name>
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        <name>Centene Corp.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Cheniere Energy Inc</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Chevron Corp.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Chipotle Mexican Grill Inc</name>
        <lei>529900REP5VGTPCP1J71</lei>
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        <invCountry>US</invCountry>
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        <fairValLevel>1</fairValLevel>
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        <name>Cisco Systems, Inc.</name>
        <lei>549300LKFJ962MZ46593</lei>
        <title>CISCO SYSTEMS INC COMMON STOCK USD.001</title>
        <cusip>17275R102</cusip>
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        <assetCat>EC</assetCat>
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        <invCountry>US</invCountry>
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        <name>Marathon Petroleum Corp.</name>
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        <name>Marsh &amp; McLennan Companies, Inc.</name>
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        <name>Marvell Technology Inc</name>
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        <name>Mastec, Inc.</name>
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        <name>MasterCard Incorporated</name>
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        <name>McDonald's Corp.</name>
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        <name>Mercadolibre Inc</name>
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        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
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        <name>Meritage Homes Corp</name>
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        <fairValLevel>1</fairValLevel>
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        <name>MetLife Inc.</name>
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        <fairValLevel>1</fairValLevel>
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        <name>Microsoft Corp.</name>
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        <name>Micron Technology Inc.</name>
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        <name>Molson Coors Beverage Company</name>
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        <name>Motorola Solutions Inc</name>
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        <name>NVIDIA Corp.</name>
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        <name>OneMain Holdings Inc.</name>
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        <name>Owens Corning</name>
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      <ncom:signature>Matthew J. Donlan</ncom:signature>
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</edgarSubmission>
