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
3M CO COM 88579Y101 4,328,826 26,736 SH SOLE 26,736 0 0
ABBOTT LABS COM 002824100 5,383,241 59,326 SH SOLE 59,326 0 0
ABBVIE INC COM 00287Y109 25,098,574 99,740 SH SOLE 99,740 0 0
ADVANCED MICRO DEVICES COM 007903107 5,902,626 10,161 SH SOLE 10,161 0 0
AFLAC INC COM 001055102 9,926,502 84,661 SH SOLE 84,661 0 0
ALLSTATE CORP COM 020002101 10,158,610 42,694 SH SOLE 42,694 0 0
ALPHABET INC CAP STK CL C 02079K107 23,082,342 65,328 SH SOLE 65,328 0 0
ALPHABET INC CAP STK CL A 02079K305 135,062,631 377,935 SH SOLE 377,935 0 0
AMAZON COM INC COM 023135106 142,382,647 597,393 SH SOLE 597,393 0 0
AMERICAN EXPRESS CO COM 025816109 32,588,359 96,344 SH SOLE 96,344 0 0
AMERICAN TOWER CORP NEW COM 03027X100 26,972,366 164,898 SH SOLE 164,898 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 10,329,293 78,502 SH SOLE 78,502 0 0
AMERIPRISE FINL INC COM 03076C106 9,268,787 20,204 SH SOLE 20,204 0 0
AMGEN INC COM 031162100 8,779,599 24,245 SH SOLE 24,245 0 0
AMRIZE LTD SHS M0740A116 8,405,410 157,700 SH SOLE 157,700 0 0
ANALOG DEVICES INC COM 032654105 10,275,185 25,871 SH SOLE 25,871 0 0
APPLE INC COM 037833100 92,099,237 318,286 SH SOLE 318,286 0 0
APPLIED MATLS INC COM 038222105 29,438,391 40,717 SH SOLE 40,717 0 0
APTIV PLC SHS G3265R107 1,530,203 24,930 SH SOLE 24,930 0 0
GALLAGHER ARTHUR J & CO COM 363576109 41,553,548 181,006 SH SOLE 181,006 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 51,281,795 25,777 SH SOLE 25,777 0 0
AT&T INC COM 00206R102 14,507,243 700,833 SH SOLE 700,833 0 0
ATLASSIAN CORP PLC CL A 049468101 15,689,854 201,695 SH SOLE 201,695 0 0
ATMOS ENERGY CORP COM 049560105 7,593,489 44,079 SH SOLE 44,079 0 0
BANK AMER CORP COM 060505104 9,272,583 162,734 SH SOLE 162,734 0 0
BANK OF NY MELLON CORP COM 064058100 16,632,898 115,019 SH SOLE 115,019 0 0
BECTON DICKINSON & CO COM 075887109 2,503,755 16,545 SH SOLE 16,545 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,039,574 54,037 SH SOLE 54,037 0 0
BEST BUY INC COM 086516101 3,118,896 41,103 SH SOLE 41,103 0 0
BLACKROCK INC COM 09290D101 4,133,746 4,299 SH SOLE 4,299 0 0
BLOCK INC CL A 852234103 3,181,132 41,857 SH SOLE 41,857 0 0
BOSTON SCIENTIFIC CORP COM 101137107 43,015,635 1,007,864 SH SOLE 1,007,864 0 0
AVAGO TECHNOLOGIES LTD SHS 11135F101 62,936,928 166,610 SH SOLE 166,610 0 0
CANADIAN PAC RY LTD COM 13646K108 24,720,205 285,288 SH SOLE 285,288 0 0
CAPITAL ONE FINL CORP COM 14040H105 26,119,119 130,192 SH SOLE 130,192 0 0
CATERPILLAR INC DEL COM 149123101 6,413,893 6,023 SH SOLE 6,023 0 0
CBRE GROUP INC CL A 12504L109 6,285,578 46,667 SH SOLE 46,667 0 0
CISCO SYS INC COM 17275R102 26,620,430 226,634 SH SOLE 226,634 0 0
CITIGROUP INC COM 172967424 2,457,418 17,558 SH SOLE 17,558 0 0
CMS ENERGY CORP COM 125896100 32,833,265 429,193 SH SOLE 429,193 0 0
COCA COLA CO COM 191216100 1,462,860 18,000 SH SOLE 18,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 5,579,603 55,757 SH SOLE 55,757 0 0
COMCAST CORP NEW CL A 20030N101 7,645,410 311,422 SH SOLE 311,422 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,964,147 21,311 SH SOLE 21,311 0 0
CORPAY INC COM SHS 219948106 3,916,256 11,751 SH SOLE 11,751 0 0
CORTEVA INC COM 22052L104 3,721,025 43,937 SH SOLE 43,937 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,768,056 2,959 SH SOLE 2,959 0 0
CRH PLC ORD G25508105 8,021,469 74,967 SH SOLE 74,967 0 0
CROWN CASTLE INC COM 22822V101 18,469,108 243,881 SH SOLE 243,881 0 0
CVS HEALTH CORP COM 126650100 10,081,203 97,450 SH SOLE 97,450 0 0
DANAHER CORPORATION COM 235851102 55,632,732 292,066 SH SOLE 292,066 0 0
DEERE & CO COM 244199105 3,805,980 6,000 SH SOLE 6,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 4,255,059 9,862 SH SOLE 9,862 0 0
DELTA AIR LINES INC DEL COM 247361702 2,111,846 22,548 SH SOLE 22,548 0 0
DEXCOM INC COM 252131107 56,637,983 840,950 SH SOLE 840,950 0 0
DOLLAR TREE INC COM 256746108 3,462,315 28,626 SH SOLE 28,626 0 0
DOVER CORP COM 260003108 4,184,392 18,657 SH SOLE 18,657 0 0
DOW INC COM 260557103 3,149,464 115,112 SH SOLE 115,112 0 0
D R HORTON INC COM 23331A109 4,951,715 30,401 SH SOLE 30,401 0 0
DUPONT DE NEMOURS INC COM 26614N201 2,655,424 19,577 SH SOLE 19,577 0 0
EBAY INC COM 278642103 7,677,672 68,704 SH SOLE 68,704 0 0
EDWARD LIFESCIENCES CORP COM 28176E108 35,971,057 397,646 SH SOLE 397,646 0 0
ELECTRONIC ARTS INC COM 285512109 4,700,132 22,923 SH SOLE 22,923 0 0
ELEVANCE HEALTH INC COM 036752103 7,105,004 18,372 SH SOLE 18,372 0 0
ELI LILLY & CO COM 532457108 17,332,963 14,451 SH SOLE 14,451 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 9,408,097 255,933 SH SOLE 255,933 0 0
EQUIFAX INC COM 294429105 34,035,282 214,436 SH SOLE 214,436 0 0
EQUINIX INC COM 29444U700 24,048,980 23,071 SH SOLE 23,071 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 1,890,084 27,824 SH SOLE 27,824 0 0
EXELON CORP COM 30161N101 9,549,827 204,844 SH SOLE 204,844 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 32,025,073 134,939 SH SOLE 134,939 0 0
FISERV INC COM 337738108 1,570,679 32,022 SH SOLE 32,022 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 63,484,036 1,069,475 SH SOLE 1,069,475 0 0
FORD MTR CO COM 345370860 9,335,018 671,584 SH SOLE 671,584 0 0
GARTNER INC COM 366651107 1,430,357 11,035 SH SOLE 11,035 0 0
GILEAD SCIENCES INC COM 375558103 7,526,200 59,571 SH SOLE 59,571 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,640,442 1,622 SH SOLE 1,622 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 9,179,838 29,931 SH SOLE 29,931 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADS B 400506101 21,369,742 84,412 SH SOLE 84,412 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 6,793,429 60,071 SH SOLE 60,071 0 0
HCA HOLDINGS INC COM 40412C101 9,054,805 23,224 SH SOLE 23,224 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 17,201,153 665,937 SH SOLE 665,937 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,422,136 53,694 SH SOLE 53,694 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 5,287,690 16,001 SH SOLE 16,001 0 0
HOME DEPOT INC COM 437076102 17,326,110 49,127 SH SOLE 49,127 0 0
HUMANA INC COM 444859102 32,811,563 82,603 SH SOLE 82,603 0 0
ICON PLC SHS G4705A100 26,008,903 149,726 SH SOLE 149,726 0 0
INSTALLED BLDG PRODS INC COM 45780R101 6,657,775 28,967 SH SOLE 28,967 0 0
INTEL CORP COM 458140100 27,084,171 193,971 SH SOLE 193,971 0 0
INTERACTIVE BROKERS GROUP IN CL A 45841N107 1,724,262 19,810 SH SOLE 19,810 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 18,376,792 65,349 SH SOLE 65,349 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 47,069,007 118,359 SH SOLE 118,359 0 0
JOHNSON & JOHNSON COM 478160104 27,959,303 110,089 SH SOLE 110,089 0 0
JOHNSON CTLS INTL PLC SHS G51502105 7,781,088 53,255 SH SOLE 53,255 0 0
JPMORGAN CHASE & CO COM 46625H100 49,738,776 151,953 SH SOLE 151,953 0 0
KEURIG DR PEPPER INC COM 49271V100 3,052,138 93,252 SH SOLE 93,252 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,286,007 20,813 SH SOLE 20,813 0 0
KIMBERLY CLARK CORP COM 494368103 2,370,264 21,593 SH SOLE 21,593 0 0
KINDER MORGAN INC DEL COM 49456B101 28,667,403 896,697 SH SOLE 896,697 0 0
KKR & CO INC COM 48251W104 29,918,903 325,985 SH SOLE 325,985 0 0
KLA CORP COM 482480100 2,950,724 9,780 SH SOLE 9,780 0 0
LAM RESEARCH CORP COM 512807306 13,571,462 31,319 SH SOLE 31,319 0 0
LINDE PLC SHS G54950103 4,146,850 7,991 SH SOLE 7,991 0 0
LOWES COS INC COM 548661107 9,402,355 42,643 SH SOLE 42,643 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,197,627 79,727 SH SOLE 79,727 0 0
MARTIN MARIETTA MATLS INC COM 573284106 18,249,095 31,644 SH SOLE 31,644 0 0
MARVELL TECHNOLOGY INC COM 573874104 2,309,541 7,753 SH SOLE 7,753 0 0
MASTERCARD INCORPORATED CL A 57636Q104 90,169,157 175,563 SH SOLE 175,563 0 0
MCDONALDS CORP COM 580135101 2,358,725 8,726 SH SOLE 8,726 0 0
MCKESSON CORP COM 58155Q103 8,232,262 10,895 SH SOLE 10,895 0 0
MEDTRONIC PLC SHS G5960L103 3,860,416 49,347 SH SOLE 49,347 0 0
MERCADOLIBRE INC COM 58733R102 61,089,066 35,990 SH SOLE 35,990 0 0
MERCK & CO INC COM 58933Y105 19,420,462 151,132 SH SOLE 151,132 0 0
META PLATFORMS INC CL A 30303M102 100,848,062 179,034 SH SOLE 179,034 0 0
MICRON TECHNOLOGY INC COM 595112103 46,897,649 40,629 SH SOLE 40,629 0 0
MICROSOFT CORP COM 594918104 210,669,386 564,767 SH SOLE 564,767 0 0
MOLINA HEALTHCARE INC COM 60855R100 2,014,847 8,810 SH SOLE 8,810 0 0
MONDELEZ INTL INC CL A 609207105 8,898,106 153,840 SH SOLE 153,840 0 0
MORGAN STANLEY COM NEW 617446448 2,359,016 11,285 SH SOLE 11,285 0 0
MSCI INC COM 55354G100 46,566,205 83,148 SH SOLE 83,148 0 0
NETFLIX INC COM 64110L106 49,588,942 694,523 SH SOLE 694,523 0 0
NEWMONT MINING CORP COM 651639106 6,587,782 70,533 SH SOLE 70,533 0 0
NEXTERA ENERGY INC COM 65339F101 51,159,729 582,884 SH SOLE 582,884 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,795,132 8,885 SH SOLE 8,885 0 0
NUCOR CORP COM 670346105 15,342,129 68,876 SH SOLE 68,876 0 0
NVIDIA CORP COM 67066G104 164,842,345 823,841 SH SOLE 823,841 0 0
NXP SEMICONDUCTORS NV COM N6596X109 1,622,948 5,775 SH SOLE 5,775 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 34,677,660 160,100 SH SOLE 160,100 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,472,883 26,157 SH SOLE 26,157 0 0
ORACLE CORP COM 68389X105 16,130,172 110,066 SH SOLE 110,066 0 0
PARKER HANNIFIN CORP COM 701094104 13,986,138 14,299 SH SOLE 14,299 0 0
PAYPAL HLDGS INC COM 70450Y103 1,442,946 33,417 SH SOLE 33,417 0 0
PFIZER INC COM 717081103 7,812,780 324,451 SH SOLE 324,451 0 0
PNC FINL SVCS GROUP INC COM 693475105 6,958,916 28,263 SH SOLE 28,263 0 0
PPL CORP COM 69351T106 9,819,880 270,148 SH SOLE 270,148 0 0
PROCTER & GAMBLE CO COM 742718109 14,783,658 100,816 SH SOLE 100,816 0 0
PROGRESSIVE CORP OHIO COM 743315103 33,565,717 153,654 SH SOLE 153,654 0 0
QNITY ELECTRONICS COMMON STOCK 74743L100 3,244,316 19,866 SH SOLE 19,866 0 0
QUALCOMM INC COM 747525103 9,792,392 52,992 SH SOLE 52,992 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,260,912 3,971 SH SOLE 3,971 0 0
S&P GLOBAL INC COM 78409V104 29,154,928 71,588 SH SOLE 71,588 0 0
SALESFORCE COM INC COM 79466L302 20,977,401 133,904 SH SOLE 133,904 0 0
SEMPRA ENERGY COM 816851109 5,984,152 64,547 SH SOLE 64,547 0 0
STEEL DYNAMICS INC COM 858119100 12,801,344 55,789 SH SOLE 55,789 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 31,509,113 65,978 SH SOLE 65,978 0 0
TARGA RES CORP COM 87612G101 20,112,377 75,007 SH SOLE 75,007 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 6,592,647 32,700 SH SOLE 32,700 0 0
TEXAS INSTRS INC COM 882508104 2,086,490 7,000 SH SOLE 7,000 0 0
THE CIGNA GROUP COM 125523100 8,530,091 30,942 SH SOLE 30,942 0 0
TRADEWEB MKTS INC CL A 892672106 29,955,205 300,574 SH SOLE 300,574 0 0
TRAVELERS COMPANIES INC COM 89417E109 7,636,996 23,134 SH SOLE 23,134 0 0
TYLER TECHNOLOGIES INC COM 902252105 7,539,034 25,778 SH SOLE 25,778 0 0
TYSON FOODS INC CL A 902494103 3,052,341 53,316 SH SOLE 53,316 0 0
UBER TECHNOLOGIES INC COM 90353T100 49,627,462 687,742 SH SOLE 687,742 0 0
UNION PACIFIC CORP COM 907818108 10,648,800 39,150 SH SOLE 39,150 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,360,235 31,258 SH SOLE 31,258 0 0
UNITED RENTALS INC COM 911363109 16,829,081 14,855 SH SOLE 14,855 0 0
UNITEDHEALTH GROUP INC COM 91324P102 19,144,749 46,062 SH SOLE 46,062 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 15,027,948 354,935 SH SOLE 354,935 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103 448,541 12,456 SH SOLE 12,456 0 0
VERSIGENT PLC ORDINARY SHARES G9600F104 349,061 8,309 SH SOLE 8,309 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 6,406,824 12,898 SH SOLE 12,898 0 0
VERTIV HOLDINGS CO CL A 92537N108 3,113,156 9,298 SH SOLE 9,298 0 0
VISA INC COM CL A 92826C839 40,659,940 118,511 SH SOLE 118,511 0 0
VISTRA CORP COM 92840M102 23,947,260 150,963 SH SOLE 150,963 0 0
WABTEC COM 929740108 8,215,521 30,473 SH SOLE 30,473 0 0
WALMART INC COM 931142103 5,083,335 44,882 SH SOLE 44,882 0 0
DISNEY WALT CO COM 254687106 1,940,881 20,165 SH SOLE 20,165 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 23,992,187 899,932 SH SOLE 899,932 0 0
WASTE CONNECTIONS INC COM 94106B101 13,836,937 83,010 SH SOLE 83,010 0 0
WATERS CORP COM 941848103 839,715 2,239 SH SOLE 2,239 0 0
WELLS FARGO CO NEW COM 949746101 1,959,560 23,712 SH SOLE 23,712 0 0
WILLIAMS COS INC COM 969457100 46,392,993 624,065 SH SOLE 624,065 0 0
ZOETIS INC CL A 98978V103 35,286,924 491,051 SH SOLE 491,051 0 0