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
ABBOTT LABS COM 002824100 145,922,256 1,609,200 SH SOLE 1,609,200 0 0
ABBVIE INC COM 00287Y109 350,097,440 1,393,700 SH SOLE 1,393,700 0 0
ACCENTURE PLC SHS G1151C101 78,372,000 630,000 SH SOLE 630,000 0 0
ADOBE SYSTEMS COM 00724F101 40,568,220 198,000 SH SOLE 198,000 0 0
ADVANCED MICRO DEV COM 007903107 557,881,856 961,600 SH SOLE 961,600 0 0
ALPHABET INC CL A 02079K305 1,953,046,788 5,469,800 SH SOLE 5,469,800 0 0
AMAZON.COM INC. COM 023135106 1,189,066,014 4,992,300 SH SOLE 4,992,300 0 0
AMETEK INC COM 031100100 176,624,168 730,365 SH SOLE 730,365 0 0
AMPHENOL CORPORATION CL A 032095101 481,804,092 2,732,400 SH SOLE 2,732,400 0 0
AMRIZE LTD SHS H2927K103 14,593,932 274,013 SH SOLE 274,013 0 0
ANALOG DEVICES COM 032654105 366,420,838 923,300 SH SOLE 923,300 0 0
APPLE INC COM 037833100 767,823,040 2,656,000 SH SOLE 2,656,000 0 0
APPLIED MATERIALS INC COM 038222105 531,766,500 735,500 SH SOLE 735,500 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 31,340,400 140,000 SH SOLE 140,000 0 0
BANK OF AMERICA CORPORATION COM 060505104 227,982,240 4,003,200 SH SOLE 4,003,200 0 0
BOOKING HOLDINGS INC COM 09857L108 91,605,080 514,000 SH SOLE 514,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 133,002,390 3,117,000 SH SOLE 3,117,000 0 0
BROADCOM CORPORATION COM 11135F101 972,046,824 2,578,100 SH SOLE 2,578,100 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108 49,894,950 133,000 SH SOLE 133,000 0 0
CATERPILLAR INC. COM 149123101 233,755,416 219,600 SH SOLE 219,600 0 0
CINTAS CORPORATION COM 172908105 216,898,775 1,275,500 SH SOLE 1,275,500 0 0
CISCO SYSTEMS INC COM 17275R102 229,251,024 1,953,400 SH SOLE 1,953,400 0 0
COCA-COLA CO/THE CL A 191216100 197,470,130 2,431,000 SH SOLE 2,431,000 0 0
COOPER COS INC/THE COM 216648501 112,082,730 1,563,000 SH SOLE 1,563,000 0 0
COSTCO WHOLESALE CORP COM 22160K105 155,233,240 166,000 SH SOLE 166,000 0 0
CREDO TECHNOLOGY GROUP HOLDING COM G25457105 23,598,750 87,000 SH SOLE 87,000 0 0
CRH PLC CL A G25508105 35,259,795 329,500 SH SOLE 329,500 0 0
DANAHER CORP COM 235851102 123,111,539 646,900 SH SOLE 646,900 0 0
DOLLAR GENERAL COM 256677105 139,697,496 1,213,600 SH SOLE 1,213,600 0 0
EATON CORP SHS G29183103 20,562,452 51,064 SH SOLE 51,064 0 0
ECOLAB COM 278865100 100,339,947 360,300 SH SOLE 360,300 0 0
ELI LILLY & CO COM 532457108 505,744,810 421,700 SH SOLE 421,700 0 0
EMERSON ELECTRIC CO COM 291011104 20,562,117 143,300 SH SOLE 143,300 0 0
FIFTH THIRD BANCORP COM 316773100 282,657,780 5,017,000 SH SOLE 5,017,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 43,367,726 689,800 SH SOLE 689,800 0 0
GILEAD SCIENCES INC COM 375558103 102,824,818 814,325 SH SOLE 814,325 0 0
GRACO INC COM 384109104 26,521,885 350,865 SH SOLE 350,865 0 0
HOME DEPOT INC COM 437076102 77,193,312 219,100 SH SOLE 219,100 0 0
IDEX CORP COM 45167R104 86,066,805 379,500 SH SOLE 379,500 0 0
ILLINOIS TOOL WORKS INC COM 452308109 66,965,896 247,600 SH SOLE 247,600 0 0
INSULET CORP COM 45784P101 71,461,456 469,400 SH SOLE 469,400 0 0
INTEL CORP COM 458140100 280,319,104 2,009,600 SH SOLE 2,009,600 0 0
INTUIT INC COM 461202103 66,599,773 255,240 SH SOLE 255,240 0 0
INTUITIVE SURGICAL INC COM 46120E602 118,469,900 298,000 SH SOLE 298,000 0 0
JOHNSON & JOHNSON COM 478160104 216,653,276 853,100 SH SOLE 853,100 0 0
J.P. MORGAN CHASE & CO COM 46625H100 608,755,600 1,860,500 SH SOLE 1,860,500 0 0
KKR & CO INC COM 48251W104 137,808,500 1,502,000 SH SOLE 1,502,000 0 0
KLA CORP COM 482480100 358,717,290 1,191,000 SH SOLE 1,191,000 0 0
LAUDER (ESTEE) CO. CL A 518439104 104,648,225 1,325,500 SH SOLE 1,325,500 0 0
LINDE PLC SHS G54950103 160,367,262 309,100 SH SOLE 309,100 0 0
MASTERCARD INC CL A 57636Q104 277,442,438 540,360 SH SOLE 540,360 0 0
MCCORMICK & CO INC/MD COM 579780206 65,870,747 1,306,700 SH SOLE 1,306,700 0 0
MCKESSON CORP (NEW) COM 58155Q103 105,305,760 139,500 SH SOLE 139,500 0 0
MERCK & CO COM 58933Y105 210,598,117 1,640,300 SH SOLE 1,640,300 0 0
META PLATFORMS INC CL A 30303M102 613,820,640 1,090,500 SH SOLE 1,090,500 0 0
MICRON TECHNOLOGY INC COM 595112103 208,425,651 181,120 SH SOLE 181,120 0 0
MICROSOFT CORP COM 594918104 1,602,911,000 4,300,000 SH SOLE 4,300,000 0 0
MOBILITY GLOBAL INC COM 60744M106 11,186,160 508,000 SH SOLE 508,000 0 0
MORGAN STANLEY COM 617446448 207,611,695 993,500 SH SOLE 993,500 0 0
NETFLIX INC COM 64110L106 304,036,200 4,260,000 SH SOLE 4,260,000 0 0
NEWMONT CORP COM 651639106 50,735,725 543,500 SH SOLE 543,500 0 0
NIKE INC CL B 654106103 36,200,769 882,300 SH SOLE 882,300 0 0
NVIDIA CORP COM 67066G104 1,965,858,136 9,841,100 SH SOLE 9,841,100 0 0
ORACLE CORP COM 68389X105 151,782,750 1,035,000 SH SOLE 1,035,000 0 0
PALO ALTO NETWORKS INC CL A 697435105 349,115,000 1,025,000 SH SOLE 1,025,000 0 0
PARKER-HANNIFIN CORP COM 701094104 114,613,396 117,200 SH SOLE 117,200 0 0
PNC BANK CORP COM 693475105 271,863,150 1,105,000 SH SOLE 1,105,000 0 0
PROGRESSIVE CORP/THE COM 743315103 238,198,050 1,091,400 SH SOLE 1,091,400 0 0
QUALCOMM INC COM 747525103 128,415,150 695,000 SH SOLE 695,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 180,635,018 364,875 SH SOLE 364,875 0 0
SALESFORCE COM INC COM 79466L302 128,624,126 821,040 SH SOLE 821,040 0 0
SERVICENOW INC CL A 81762P102 144,874,638 1,459,400 SH SOLE 1,459,400 0 0
SHERWIN-WILLIAMS COM 824348106 44,033,280 128,000 SH SOLE 128,000 0 0
S&P GLOBAL INC COM 78409V104 186,036,036 483,600 SH SOLE 483,600 0 0
SPOTIFY TECHNOLOGY S.A SHS L8681T102 272,198,860 593,000 SH SOLE 593,000 0 0
STRYKER CORP COM 863667101 172,500,836 547,900 SH SOLE 547,900 0 0
SYNOPSYS INC. COM 871607107 216,155,437 484,860 SH SOLE 484,860 0 0
TEXAS INSTRUMENTS COM 882508104 507,672,720 1,704,000 SH SOLE 1,704,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 178,245,640 356,000 SH SOLE 356,000 0 0
TJX COS INC COM 872540109 301,191,848 1,988,065 SH SOLE 1,988,065 0 0
TRACTOR SUPPLY CO COM 892356106 53,827,440 1,703,400 SH SOLE 1,703,400 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 112,630,812 229,400 SH SOLE 229,400 0 0
ULTA BEAUTY INC COM 90384S303 129,116,343 286,505 SH SOLE 286,505 0 0
UNITED HEALTHCARE COM 91324P102 221,381,550 533,000 SH SOLE 533,000 0 0
VERISK ANALYTICS INC COM 92345Y106 346,242 1,930 SH SOLE 1,930 0 0
VISA INC A CL A 92826C839 510,116,510 1,489,000 SH SOLE 1,489,000 0 0
VULCAN MATERIALS CO COM 929160109 30,765,011 104,320 SH SOLE 104,320 0 0
WAL-MART STORES, INC. COM 931142103 217,334,043 1,921,100 SH SOLE 1,921,100 0 0
WALT DISNEY CO/THE COM 254687106 83,663,290 869,500 SH SOLE 869,500 0 0
XYLEM INC/NY COM 98419M100 20,685,000 175,000 SH SOLE 175,000 0 0
ZOETIS INC COM 98978V103 63,412,536 882,200 SH SOLE 882,200 0 0