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 3,948,337 24,386 SH SOLE 24,386 0 0
ABBOTT LABORATORIES COM 002824100 6,984,893 76,977 SH SOLE 76,977 0 0
ABBVIE INC COM 00287Y109 19,542,614 77,661 SH SOLE 77,661 0 0
ADOBE INC COM 00724F101 3,670,883 17,905 SH SOLE 17,905 0 0
ADVANCED MICRO DEVICES COM 007903107 41,532,741 71,496 SH SOLE 71,496 0 0
AFLAC INC CL A COM 001055102 2,584,307 22,041 SH SOLE 22,041 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,842,883 13,874 SH SOLE 13,874 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 3,821,894 13,036 SH SOLE 13,036 0 0
AIRBNB INC-CLASS A COM 009066101 2,723,765 19,034 SH SOLE 19,034 0 0
ALLSTATE CORP COM 020002101 2,895,254 12,168 SH SOLE 12,168 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,960,307 6,512 SH SOLE 6,512 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 100,012,853 279,858 SH SOLE 279,858 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 71,621,051 202,703 SH SOLE 202,703 0 0
AMAZON.COM INC COM 023135106 109,783,217 460,616 SH SOLE 460,616 0 0
AMERICAN EXPRESS CO COM 025816109 7,993,524 23,632 SH SOLE 23,632 0 0
AMERICAN INTERNATIONAL GROUP COM 026874784 2,000,981 26,848 SH SOLE 26,848 0 0
AMERICAN TOWER CORP COM 03027X100 3,572,696 21,842 SH SOLE 21,842 0 0
AMERICAN WATER WORKS CO INC COM 030420103 1,850,673 14,065 SH SOLE 14,065 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 2,155,713 4,699 SH SOLE 4,699 0 0
AMETEK INC COM 031100100 2,746,987 11,354 SH SOLE 11,354 0 0
AMGEN INC COM 031162100 8,606,868 23,768 SH SOLE 23,768 0 0
AMPHENOL CORP-CL A COM 032095101 9,537,678 54,093 SH SOLE 54,093 0 0
ANALOG DEVICES INC COM 032654105 8,518,105 21,447 SH SOLE 21,447 0 0
APOLLO GLOBAL MANAGEMENT INC COM 03769M106 2,407,490 20,349 SH SOLE 20,349 0 0
APPLE INC COM 037833100 186,294,308 643,815 SH SOLE 643,815 0 0
APPLIED MATERIALS INC COM 038222105 25,179,198 34,826 SH SOLE 34,826 0 0
APPLOVIN CORP-CLASS A COM 03831W108 5,219,795 10,131 SH SOLE 10,131 0 0
ARES MANAGEMENT CORP - A CLACOMSTK 03990B101 1,470,182 13,208 SH SOLE 13,208 0 0
ARISTA NETWORKS INC COM 040413205 7,965,333 46,888 SH SOLE 46,888 0 0
ARTHUR J GALLAGHER & CO COM 363576109 2,796,392 12,181 SH SOLE 12,181 0 0
AST SPACEMOBILE INC COMCLA 00217D100 979,859 11,027 SH SOLE 11,027 0 0
ASTERA LABS INC COM 04626A103 3,012,596 6,237 SH SOLE 6,237 0 0
AT&T INC COM 00206R102 6,325,196 305,565 SH SOLE 305,565 0 0
ATLASSIAN CORP-CL A CL A 049468101 791,124 10,170 SH SOLE 10,170 0 0
ATMOS ENERGY CORP COM 049560105 2,195,237 12,743 SH SOLE 12,743 0 0
AUTODESK INC COM 052769106 1,882,374 9,682 SH SOLE 9,682 0 0
AUTOMATIC DATA PROCESSING COM 053015103 4,121,800 18,405 SH SOLE 18,405 0 0
AUTOZONE INC COM 053332102 2,882,738 902 SH SOLE 902 0 0
AVALONBAY COMMUNITIES INC COM 053484101 1,986,528 10,528 SH SOLE 10,528 0 0
AXON ENTERPRISE INC COM 05464C101 2,371,941 4,231 SH SOLE 4,231 0 0
BAKER HUGHES CO CL A 05722G100 8,537,399 153,827 SH SOLE 153,827 0 0
BANK OF AMERICA CORP COM 060505104 16,989,157 298,160 SH SOLE 298,160 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 4,491,731 31,061 SH SOLE 31,061 0 0
BECTON DICKINSON AND CO COM 075887109 2,110,600 13,947 SH SOLE 13,947 0 0
BIOGEN INC COM 09062X103 1,693,478 7,838 SH SOLE 7,838 0 0
BLACKROCK INC COM 09290D101 6,307,834 6,560 SH SOLE 6,560 0 0
BLACKSTONE INC COM 09260D107 3,995,838 33,958 SH SOLE 33,958 0 0
BLOCK INC COM 852234103 2,182,416 28,716 SH SOLE 28,716 0 0
BLOOM ENERGY CORP- A COMCLA 093712107 3,795,858 12,540 SH SOLE 12,540 0 0
BOOKING HOLDINGS INC COM 09857L108 6,159,440 34,557 SH SOLE 34,557 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,881,369 67,511 SH SOLE 67,511 0 0
BRISTOL-MYERS SQUIBB CO CL A COM 110122108 5,233,567 90,829 SH SOLE 90,829 0 0
BROADCOM INC COM 11135F101 82,388,786 218,104 SH SOLE 218,104 0 0
CADENCE DESIGN SYS INC COM 127387108 4,583,033 12,211 SH SOLE 12,211 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 5,428,978 27,061 SH SOLE 27,061 0 0
CARDINAL HEALTH INC COM 14149Y108 2,659,484 11,195 SH SOLE 11,195 0 0
CARNIVAL CORP LTD COMMON 143658300 1,738,227 60,841 SH SOLE 60,841 0 0
CARRIER GLOBAL CORP COM 14448C104 2,643,461 36,039 SH SOLE 36,039 0 0
CARVANA CO CL A 146869102 2,555,659 38,828 SH SOLE 38,828 0 0
CATERPILLAR INC COM 149123101 21,769,751 20,443 SH SOLE 20,443 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 1,477,618 6,089 SH SOLE 6,089 0 0
CBRE GROUP INC - A COM 12504L109 2,321,382 17,235 SH SOLE 17,235 0 0
CENCORA INC COM 03073E105 2,466,737 8,717 SH SOLE 8,717 0 0
CENTENE CORP COM 15135B101 1,675,102 26,096 SH SOLE 26,096 0 0
CHENIERE ENERGY INC COM 16411R208 7,089,037 29,660 SH SOLE 29,660 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,084,370 61,305 SH SOLE 61,305 0 0
CIENA CORP COMNEW 171779309 3,056,679 6,231 SH SOLE 6,231 0 0
CINCINNATI FINANCIAL CORP COM 172062101 1,718,840 9,284 SH SOLE 9,284 0 0
CINTAS CORP COM 172908105 2,812,443 16,536 SH SOLE 16,536 0 0
CISCO SYSTEMS INC COM NEW 17275R102 20,348,888 173,241 SH SOLE 173,241 0 0
CITIGROUP INC COM NEW 172967424 10,510,576 75,097 SH SOLE 75,097 0 0
CITIZENS FINANCIAL GROUP COM 174610105 1,683,852 24,031 SH SOLE 24,031 0 0
CLOUDFLARE INC - CLASS A COM 18915M107 3,390,751 13,824 SH SOLE 13,824 0 0
CME GROUP INC COM 12572Q105 3,634,862 16,460 SH SOLE 16,460 0 0
COCA-COLA CO/THE COM 191216100 13,834,430 170,228 SH SOLE 170,228 0 0
COGNIZANT TECH SOLUTIONS-A COM 192446102 947,375 24,461 SH SOLE 24,461 0 0
COHERENT CORP COM 19247G107 3,267,395 8,283 SH SOLE 8,283 0 0
COINBASE GLOBAL INC -CLASS A COM 19260Q107 1,688,202 11,548 SH SOLE 11,548 0 0
COLGATE-PALMOLIVE CO COM 194162103 11,552,964 126,014 SH SOLE 126,014 0 0
COMCAST CORP-CLASS A CL A 20030N101 3,883,589 158,191 SH SOLE 158,191 0 0
COMFORT SYSTEMS USA INC COM 199908104 3,230,579 1,630 SH SOLE 1,630 0 0
CONSOLIDATED EDISON INC COM 209115104 2,803,696 25,343 SH SOLE 25,343 0 0
CONSTELLATION BRANDS INC-A COM 21036P108 1,308,976 9,411 SH SOLE 9,411 0 0
CONSTELLATION ENERGY COM 21037T109 7,585,717 30,542 SH SOLE 30,542 0 0
COPART INC COM 217204106 1,661,406 58,936 SH SOLE 58,936 0 0
COREWEAVE INC-CL A COMCLA 21873S108 6,609,755 66,403 SH SOLE 66,403 0 0
CORNING INC COM 219350105 8,938,517 34,994 SH SOLE 34,994 0 0
CORTEVA INC CL A COM 22052L104 2,694,751 31,819 SH SOLE 31,819 0 0
COSTCO WHOLESALE CORP COM 22160K105 18,263,181 19,523 SH SOLE 19,523 0 0
CROWDSTRIKE HOLDINGS INC - A CL A 22788C105 8,288,464 10,861 SH SOLE 10,861 0 0
CROWN CASTLE INC COM 22822V101 1,905,291 25,159 SH SOLE 25,159 0 0
CUMMINS INC COM 231021106 4,471,113 6,269 SH SOLE 6,269 0 0
CURTISS-WRIGHT CORP COM 231561101 1,821,655 2,404 SH SOLE 2,404 0 0
CVS HEALTH CORP COM 126650100 5,848,132 56,531 SH SOLE 56,531 0 0
DANAHER CORP COM 235851102 5,394,965 28,323 SH SOLE 28,323 0 0
DATADOG INC - CLASS A CL A COM 23804L103 12,965,147 49,797 SH SOLE 49,797 0 0
DEERE & CO COM 244199105 6,879,943 10,846 SH SOLE 10,846 0 0
DELL TECHNOLOGIES -C COM 24703L202 5,737,987 13,299 SH SOLE 13,299 0 0
DELTA AIR LINES INC COM 247361702 1,088,704 11,624 SH SOLE 11,624 0 0
DEXCOM INC COM 252131107 1,397,782 20,754 SH SOLE 20,754 0 0
DIGITAL REALTY TRUST INC COM 253868103 3,026,821 16,855 SH SOLE 16,855 0 0
DOORDASH INC - A CL A 25809K105 3,085,711 16,722 SH SOLE 16,722 0 0
DOVER CORP COM 260003108 1,895,615 8,452 SH SOLE 8,452 0 0
DR HORTON INC COM 23331A109 2,350,033 14,428 SH SOLE 14,428 0 0
EBAY INC COM 278642103 2,447,102 21,898 SH SOLE 21,898 0 0
ECHOSTAR CORP-A CLA 278768106 641,886 6,324 SH SOLE 6,324 0 0
ECOLAB INC COM 278865100 4,168,284 14,961 SH SOLE 14,961 0 0
EDISON INTERNATIONAL COM 281020107 4,240,076 56,952 SH SOLE 56,952 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,454,723 27,136 SH SOLE 27,136 0 0
ELECTRONIC ARTS INC COM 285512109 2,386,666 11,640 SH SOLE 11,640 0 0
ELEVANCE HEALTH INC COM 036752103 3,816,252 9,868 SH SOLE 9,868 0 0
ELI LILLY & CO COM 532457108 42,241,526 35,218 SH SOLE 35,218 0 0
EMCOR GROUP INC COM 29084Q100 1,898,765 2,288 SH SOLE 2,288 0 0
EMERSON ELECTRIC CO COM 291011104 15,007,130 104,835 SH SOLE 104,835 0 0
ENTERGY CORP COM 29364G103 3,896,855 33,927 SH SOLE 33,927 0 0
EQUINIX INC COM 29444U700 4,709,518 4,518 SH SOLE 4,518 0 0
EQUITY RESIDENTIAL COM 29476L107 1,956,384 28,800 SH SOLE 28,800 0 0
ESSENTIAL UTILITIES INC COM 29670G102 546,262 14,259 SH SOLE 14,259 0 0
ESTEE LAUDER COMPANIES-CL A COM 518439104 1,635,370 20,714 SH SOLE 20,714 0 0
EVERPURE INC-A CL A 74624M102 1,268,125 16,095 SH SOLE 16,095 0 0
EVERSOURCE ENERGY COM 30040W108 2,068,873 28,627 SH SOLE 28,627 0 0
EXELON CORP COM 30161N101 3,272,957 70,205 SH SOLE 70,205 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,506,877 5,889 SH SOLE 5,889 0 0
EXTRA SPACE STORAGE INC COM 30225T102 2,040,739 14,045 SH SOLE 14,045 0 0
FAIR ISAAC CORP COM 303250104 1,795,754 1,503 SH SOLE 1,503 0 0
FASTENAL CO COM 311900104 3,117,243 64,902 SH SOLE 64,902 0 0
FEDEX CORP COM 31428X106 3,241,209 10,351 SH SOLE 10,351 0 0
FERGUSON ENTERPRISES INC COM 31488V107 2,396,084 10,096 SH SOLE 10,096 0 0
FIFTH THIRD BANCORP COM 316773100 2,459,141 43,625 SH SOLE 43,625 0 0
FIRST SOLAR INC COM 336433107 2,174,607 9,216 SH SOLE 9,216 0 0
FISERV INC COM 337738108 1,622,329 33,075 SH SOLE 33,075 0 0
FORD MOTOR CO COM 345370860 3,265,527 234,930 SH SOLE 234,930 0 0
FORTINET INC COM 34959E109 4,291,375 27,935 SH SOLE 27,935 0 0
FOX CORP - CLASS A COM 35137L105 1,026,144 19,673 SH SOLE 19,673 0 0
FOX CORP - CLASS B CL B COM 35137L204 1,226,271 26,180 SH SOLE 26,180 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,279,853 68,053 SH SOLE 68,053 0 0
GE HEALTHCARE TECHNOLOGY COMMONSTOCK 36266G107 1,570,421 24,534 SH SOLE 24,534 0 0
GE VERNOVA INC COM 36828A101 13,960,861 11,883 SH SOLE 11,883 0 0
GENERAL DYNAMICS CORP COM 369550108 4,763,820 13,448 SH SOLE 13,448 0 0
GENERAL ELECTRIC COM NEW 369604301 17,180,368 45,970 SH SOLE 45,970 0 0
GENERAL MOTORS CO COM 37045V100 3,834,961 49,753 SH SOLE 49,753 0 0
GILEAD SCIENCES INC COM 375558103 6,925,201 54,814 SH SOLE 54,814 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 13,102,298 12,955 SH SOLE 12,955 0 0
HALLIBURTON CO COM 406216101 3,646,400 107,405 SH SOLE 107,405 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 1,888,410 14,250 SH SOLE 14,250 0 0
HCA HEALTHCARE INC COM 40412C101 2,798,241 7,177 SH SOLE 7,177 0 0
HEICO CORP COM 422806109 1,868,929 5,247 SH SOLE 5,247 0 0
HEICO CORP-CLASS A CL A 422806208 1,762,299 6,833 SH SOLE 6,833 0 0
HERSHEY CO/THE COM 427866108 1,438,164 8,197 SH SOLE 8,197 0 0
HEWLETT PACKARD ENTERPRISE COM 42824C109 2,678,181 59,370 SH SOLE 59,370 0 0
HILTON WORLDWIDE HOLDINGS IN COM 43300A203 3,372,344 10,205 SH SOLE 10,205 0 0
HOME DEPOT INC COM 437076102 15,531,675 44,039 SH SOLE 44,039 0 0
HONEYWELL AEROSPACE INC COM 43849R105 3,135,799 14,184 SH SOLE 14,184 0 0
HONEYWELL INTERNATIONAL INC COM 438516205 3,175,798 14,184 SH SOLE 14,184 0 0
HOWMET AEROSPACE INC COM 443201108 4,896,478 18,212 SH SOLE 18,212 0 0
HP INC COM 40434L105 1,048,929 47,809 SH SOLE 47,809 0 0
HUBBELL INC COM 443510607 1,871,486 3,577 SH SOLE 3,577 0 0
HUMANA INC COM 444859102 2,334,859 5,878 SH SOLE 5,878 0 0
HUNT (JB) TRANSPRT SVCS INC COM 445658107 1,721,819 5,949 SH SOLE 5,949 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,881,543 106,122 SH SOLE 106,122 0 0
IDEXX LABORATORIES INC COM 45168D104 1,999,946 3,799 SH SOLE 3,799 0 0
ILLINOIS TOOL WORKS COM 452308109 3,493,661 12,917 SH SOLE 12,917 0 0
ILLUMINA INC COM 452327109 1,468,356 8,351 SH SOLE 8,351 0 0
INGERSOLL-RAND INC COM 45687V106 2,073,773 25,293 SH SOLE 25,293 0 0
INTEL CORP COM 458140100 26,913,543 192,749 SH SOLE 192,749 0 0
INTERACTIVE BROKERS GRO-CL A COM 45841N107 1,957,704 22,492 SH SOLE 22,492 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,202,460 26,013 SH SOLE 26,013 0 0
INTL BUSINESS MACHINES CORP COM 459200101 11,583,040 41,190 SH SOLE 41,190 0 0
INTUIT INC COM 461202103 3,225,699 12,359 SH SOLE 12,359 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,247,155 15,709 SH SOLE 15,709 0 0
IONQ INC COM 46222L108 953,247 17,898 SH SOLE 17,898 0 0
IQVIA HOLDINGS INC COM 46266C105 1,709,417 8,847 SH SOLE 8,847 0 0
IRON MOUNTAIN INC COM 46284V101 2,183,900 17,290 SH SOLE 17,290 0 0
JABIL INC COM 466313103 1,905,042 4,942 SH SOLE 4,942 0 0
JOHNSON & JOHNSON COM 478160104 36,155,423 142,361 SH SOLE 142,361 0 0
JPMORGAN CHASE & CO COM 46625H100 46,274,315 141,369 SH SOLE 141,369 0 0
KENVUE INC COM 49177J102 1,883,157 98,543 SH SOLE 98,543 0 0
KEURIG DR PEPPER INC COM 49271V100 2,082,577 63,629 SH SOLE 63,629 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 2,886,677 8,246 SH SOLE 8,246 0 0
KIMBERLY-CLARK CORP COM 494368103 1,887,495 17,195 SH SOLE 17,195 0 0
KINDER MORGAN INC COM 49456B101 8,011,330 250,589 SH SOLE 250,589 0 0
KKR & CO INC COM 48251W104 2,740,367 29,858 SH SOLE 29,858 0 0
KLA CORP COM 482480100 17,333,240 57,450 SH SOLE 57,450 0 0
KRAFT HEINZ CO/THE COM 500754106 1,338,640 56,674 SH SOLE 56,674 0 0
KROGER CO COM 501044101 1,553,840 27,982 SH SOLE 27,982 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,301,393 11,361 SH SOLE 11,361 0 0
LAM RESEARCH CORP COM 512807306 23,744,317 54,795 SH SOLE 54,795 0 0
LAS VEGAS SANDS CORP COM 517834107 874,377 18,930 SH SOLE 18,930 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,465,246 8,002 SH SOLE 8,002 0 0
LOWE'S COS INC COM 548661107 5,667,916 25,706 SH SOLE 25,706 0 0
LUMENTUM HOLDINGS INC COM 55024U109 2,708,895 3,157 SH SOLE 3,157 0 0
M & T BANK CORP COM 55261F104 1,857,906 7,806 SH SOLE 7,806 0 0
MARATHON PETROLEUM CORP COM 56585A102 10,863,930 42,492 SH SOLE 42,492 0 0
MARRIOTT INTERNATIONAL -CL A COM 571903202 3,605,841 9,730 SH SOLE 9,730 0 0
MARSH & MCLENNAN COS COM 571748102 3,654,906 21,929 SH SOLE 21,929 0 0
MARTIN MARIETTA MATERIALS COM 573284106 1,820,065 3,156 SH SOLE 3,156 0 0
MARVELL TECHNOLOGY INC COM 573874104 11,156,278 37,451 SH SOLE 37,451 0 0
MASTEC INC COM 576323109 1,639,692 3,941 SH SOLE 3,941 0 0
MASTERCARD INC - A COM 57636Q104 18,486,518 35,994 SH SOLE 35,994 0 0
MCDONALD'S CORP COM 580135101 8,443,944 31,238 SH SOLE 31,238 0 0
MCKESSON CORP COM 58155Q103 4,147,488 5,489 SH SOLE 5,489 0 0
MEDLINE INC-CL A COM CL 58507V107 1,348,809 34,199 SH SOLE 34,199 0 0
MERCADOLIBRE INC COM 58733R102 3,622,230 2,134 SH SOLE 2,134 0 0
MERCK & CO. INC. COM 58933Y105 13,963,453 108,665 SH SOLE 108,665 0 0
META PLATFORMS INC-CLASS A CL A 30303M102 54,247,080 96,304 SH SOLE 96,304 0 0
METLIFE INC COM 59156R108 2,278,970 26,935 SH SOLE 26,935 0 0
METTLER-TOLEDO INTERNATIONAL COM 592688105 1,856,222 1,453 SH SOLE 1,453 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,250,542 24,677 SH SOLE 24,677 0 0
MICRON TECHNOLOGY INC COM 595112103 57,085,412 49,455 SH SOLE 49,455 0 0
MICROSOFT CORP COM 594918104 122,728,056 329,012 SH SOLE 329,012 0 0
MONDELEZ INTERNATIONAL INC-A COM 609207105 3,350,498 57,927 SH SOLE 57,927 0 0
MONGODB INC CL A 60937P106 1,305,307 3,886 SH SOLE 3,886 0 0
MONOLITHIC POWER SYSTEMS INC COM 609839105 2,878,074 2,082 SH SOLE 2,082 0 0
MONSTER BEVERAGE CORP COM 61174X109 3,133,224 32,597 SH SOLE 32,597 0 0
MOODY'S CORP CL A 615369105 3,201,239 7,068 SH SOLE 7,068 0 0
MORGAN STANLEY COM 617446448 10,913,769 52,209 SH SOLE 52,209 0 0
MOTOROLA SOLUTIONS INC COM 620076307 3,051,551 7,348 SH SOLE 7,348 0 0
MSCI INC COM 55354G100 2,016,704 3,601 SH SOLE 3,601 0 0
NASDAQ INC COM 631103108 1,864,802 23,659 SH SOLE 23,659 0 0
NATERA INC COM 632307104 1,957,697 7,212 SH SOLE 7,212 0 0
NETAPP INC COM 64110D104 1,453,506 9,392 SH SOLE 9,392 0 0
NETFLIX INC COM 64110L106 13,207,501 184,979 SH SOLE 184,979 0 0
NEWMONT CORP COM 651639106 10,760,988 115,214 SH SOLE 115,214 0 0
NEXTERA ENERGY INC COM 65339F101 8,024,987 91,432 SH SOLE 91,432 0 0
NIKE INC -CL B COM 654106103 2,449,946 59,682 SH SOLE 59,682 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,332,137 10,592 SH SOLE 10,592 0 0
NORTHERN TRUST CORP COM 665859104 1,784,120 10,263 SH SOLE 10,263 0 0
NUCOR CORP COM 670346105 2,713,763 12,183 SH SOLE 12,183 0 0
NVIDIA CORP COM 67066G104 208,999,207 1,044,526 SH SOLE 1,044,526 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 3,777,624 41,021 SH SOLE 41,021 0 0
OLD DOMINION FREIGHT LINE COM 679580100 2,078,927 9,598 SH SOLE 9,598 0 0
ON SEMICONDUCTOR COM 682189105 1,694,724 17,926 SH SOLE 17,926 0 0
ONEOK INC CL A COM 682680103 6,557,450 75,425 SH SOLE 75,425 0 0
ORACLE CORP COM 68389X105 11,097,645 75,726 SH SOLE 75,726 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,808,759 25,262 SH SOLE 25,262 0 0
P G & E CORP COM 69331C108 2,501,235 148,706 SH SOLE 148,706 0 0
PACCAR INC COM 693718108 3,044,562 25,346 SH SOLE 25,346 0 0
PALANTIR TECHNOLOGIES INC-A COM 69608A108 11,155,285 95,614 SH SOLE 95,614 0 0
PALO ALTO NETWORKS INC COM 697435105 12,153,953 35,640 SH SOLE 35,640 0 0
PARKER HANNIFIN CORP COM 701094104 14,578,879 14,905 SH SOLE 14,905 0 0
PAYCHEX INC COM 704326107 1,881,643 19,136 SH SOLE 19,136 0 0
PAYPAL HOLDINGS INC COM 70450Y103 2,052,864 47,542 SH SOLE 47,542 0 0
PEPSICO INC COM 713448108 10,797,473 79,745 SH SOLE 79,745 0 0
PFIZER INC COM 717081103 6,058,889 251,615 SH SOLE 251,615 0 0
PHILLIPS 66 COM 718546104 9,893,313 58,523 SH SOLE 58,523 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 4,452,150 18,082 SH SOLE 18,082 0 0
PPG INDUSTRIES INC COM 693506107 1,872,354 15,437 SH SOLE 15,437 0 0
PROGRESSIVE CORP COM 743315103 5,699,142 26,089 SH SOLE 26,089 0 0
PROLOGIS INC COM 74340W103 5,687,572 41,984 SH SOLE 41,984 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 1,937,991 17,956 SH SOLE 17,956 0 0
PUBLIC SERVICE ENTERPRISE GP COM 744573106 2,752,785 33,918 SH SOLE 33,918 0 0
PUBLIC STORAGE COM 74460D109 2,662,027 8,363 SH SOLE 8,363 0 0
QNITY ELECTRONICS INC COMMONSTOCK 74743L100 1,654,984 10,134 SH SOLE 10,134 0 0
QUALCOMM INC COM 747525103 8,659,814 46,863 SH SOLE 46,863 0 0
QUANTA SERVICES INC COM 74762E102 4,836,509 6,717 SH SOLE 6,717 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 1,690,878 11,122 SH SOLE 11,122 0 0
REALTY INCOME CORP CL A 756109104 2,918,688 47,106 SH SOLE 47,106 0 0
REDDIT INC-CL A COM 75734B100 1,127,576 6,496 SH SOLE 6,496 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,964,933 4,755 SH SOLE 4,755 0 0
REGIONS FINANCIAL CORP COM 7591EP100 1,540,049 50,995 SH SOLE 50,995 0 0
REPUBLIC SERVICES INC COM 760759100 2,193,659 10,295 SH SOLE 10,295 0 0
RESMED INC COM 761152107 1,548,906 7,948 SH SOLE 7,948 0 0
REVOLUTION MEDICINES INC COM 76155X100 1,704,435 9,101 SH SOLE 9,101 0 0
ROBINHOOD MARKETS INC - A COM 770700102 3,548,508 35,386 SH SOLE 35,386 0 0
ROBLOX CORP -CLASS A COM 771049103 2,200,269 40,461 SH SOLE 40,461 0 0
ROCKET COS INC-CLASS A COMCLA 77311W101 1,954,339 124,085 SH SOLE 124,085 0 0
ROCKET LAB CORP COM 773121108 2,550,907 25,095 SH SOLE 25,095 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,791,261 5,638 SH SOLE 5,638 0 0
ROPER TECHNOLOGIES INC CL A COM 776696106 1,670,293 4,936 SH SOLE 4,936 0 0
ROSS STORES INC COM 778296103 3,279,806 15,409 SH SOLE 15,409 0 0
RTX CORP COM 75513E101 20,124,851 106,071 SH SOLE 106,071 0 0
S&P GLOBAL INC COM 78409V104 5,485,792 13,470 SH SOLE 13,470 0 0
SALESFORCE INC COM 79466L302 5,505,346 35,142 SH SOLE 35,142 0 0
SCHWAB (CHARLES) CORP COM 808513105 6,753,241 73,190 SH SOLE 73,190 0 0
SEMPRA COM 816851109 3,963,816 42,755 SH SOLE 42,755 0 0
SERVICENOW INC COM 81762P102 4,584,552 46,178 SH SOLE 46,178 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 3,808,524 11,061 SH SOLE 11,061 0 0
SIMON PROPERTY GROUP INC COM 828806109 3,529,421 15,781 SH SOLE 15,781 0 0
SNOWFLAKE INC COM 833445109 3,728,934 14,652 SH SOLE 14,652 0 0
STARBUCKS CORP COM 855244109 5,149,558 50,392 SH SOLE 50,392 0 0
STATE STREET CORP COM 857477103 2,383,898 14,056 SH SOLE 14,056 0 0
STEEL DYNAMICS INC COM 858119100 2,178,952 9,496 SH SOLE 9,496 0 0
STRATEGY INC COM 594972408 1,094,536 12,591 SH SOLE 12,591 0 0
STRYKER CORP COM 863667101 4,841,924 15,379 SH SOLE 15,379 0 0
SYNOPSYS INC COM 871607107 3,606,922 8,086 SH SOLE 8,086 0 0
SYSCO CORP COM 871829107 1,995,473 23,875 SH SOLE 23,875 0 0
T-MOBILE US INC COM 872590104 3,641,083 21,708 SH SOLE 21,708 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 2,425,806 9,704 SH SOLE 9,704 0 0
TAPESTRY INC COM 876030107 2,325,685 15,888 SH SOLE 15,888 0 0
TARGA RESOURCES CORP COM 87612G101 8,399,217 31,324 SH SOLE 31,324 0 0
TARGET CORP COM 87612E106 3,106,036 23,781 SH SOLE 23,781 0 0
TECHNIPFMC PLC COM 30249U101 1,160,051 17,497 SH SOLE 17,497 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 1,943,347 2,914 SH SOLE 2,914 0 0
TERADYNE INC COM 880770102 3,409,620 7,047 SH SOLE 7,047 0 0
TESLA INC COM 88160R101 51,909,190 123,417 SH SOLE 123,417 0 0
TEXAS INSTRUMENTS INC COM 882508104 11,917,435 39,982 SH SOLE 39,982 0 0
TEXAS PACIFIC LAND CORP COM 88262P102 1,988,199 4,543 SH SOLE 4,543 0 0
THE CIGNA GROUP COM 125523100 3,300,165 11,971 SH SOLE 11,971 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,187,209 16,330 SH SOLE 16,330 0 0
TJX COMPANIES INC COM 872540109 15,163,029 100,086 SH SOLE 100,086 0 0
TRANSDIGM GROUP INC COM 893641100 3,549,887 2,665 SH SOLE 2,665 0 0
TRAVELERS COS INC/THE COM 89417E109 3,229,234 9,782 SH SOLE 9,782 0 0
TRUIST FINANCIAL CORP COM 89832Q109 2,866,294 57,533 SH SOLE 57,533 0 0
TWILIO INC - A COM 90138F102 1,435,025 6,955 SH SOLE 6,955 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,768,182 79,936 SH SOLE 79,936 0 0
UNION PACIFIC CORP COM 907818108 7,185,424 26,417 SH SOLE 26,417 0 0
UNITED AIRLINES HOLDINGS INC COM 910047109 1,152,923 8,478 SH SOLE 8,478 0 0
UNITED PARCEL SERVICE-CL B COM 911312106 3,701,548 34,433 SH SOLE 34,433 0 0
UNITED RENTALS INC COM 911363109 3,381,677 2,985 SH SOLE 2,985 0 0
UNITED THERAPEUTICS CORP COM 91307C102 1,296,599 2,393 SH SOLE 2,393 0 0
UNITEDHEALTH GROUP INC COM 91324P102 16,569,506 39,866 SH SOLE 39,866 0 0
US BANCORP COM 902973304 4,231,080 70,051 SH SOLE 70,051 0 0
VALERO ENERGY CORP COM 91913Y100 11,061,929 42,474 SH SOLE 42,474 0 0
VEEVA SYSTEMS INC-CLASS A COM 922475108 1,442,654 8,129 SH SOLE 8,129 0 0
VENTAS INC COM 92276F100 2,453,899 27,634 SH SOLE 27,634 0 0
VERISIGN INC COM 92343E102 1,075,419 4,275 SH SOLE 4,275 0 0
VERISK ANALYTICS INC COM 92345Y106 1,704,099 9,492 SH SOLE 9,492 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 7,768,840 183,487 SH SOLE 183,487 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 5,624,971 11,324 SH SOLE 11,324 0 0
VERTIV HOLDINGS CO-A COM 92537N108 5,376,874 16,059 SH SOLE 16,059 0 0
VICI PROPERTIES INC COM 925652109 1,946,062 73,298 SH SOLE 73,298 0 0
VISA INC-CLASS A SHARES COM 92826C839 25,325,531 73,816 SH SOLE 73,816 0 0
VULCAN MATERIALS CO COM 929160109 1,980,402 6,713 SH SOLE 6,713 0 0
WABTEC CORP COM 929740108 2,370,054 8,791 SH SOLE 8,791 0 0
WALMART INC COM 931142103 21,830,865 192,750 SH SOLE 192,750 0 0
WALT DISNEY CO/THE COM 254687106 7,526,943 78,202 SH SOLE 78,202 0 0
WARNER BROS DISCOVERY INC COM 934423104 2,894,343 108,565 SH SOLE 108,565 0 0
WASTE CONNECTIONS INC COM 94106B101 2,117,963 12,706 SH SOLE 12,706 0 0
WASTE MANAGEMENT INC COM 94106L109 5,286,714 23,720 SH SOLE 23,720 0 0
WATERS CORP COM 941848103 1,826,445 4,870 SH SOLE 4,870 0 0
WELLS FARGO & CO COM 949746101 11,142,930 134,837 SH SOLE 134,837 0 0
WELLTOWER INC COM 95040Q104 7,179,515 31,632 SH SOLE 31,632 0 0
WESTERN DIGITAL CORP COM 958102105 9,717,486 15,214 SH SOLE 15,214 0 0
WILLIAMS-SONOMA INC COM 969904101 2,479,485 10,637 SH SOLE 10,637 0 0
WORKDAY INC-CLASS A COM 98138H101 1,258,967 10,284 SH SOLE 10,284 0 0
WR BERKLEY CORP COM 084423102 1,399,879 19,848 SH SOLE 19,848 0 0
WW GRAINGER INC COM 384802104 2,905,814 2,136 SH SOLE 2,136 0 0
XPO INC COM 983793100 1,615,838 7,871 SH SOLE 7,871 0 0
XYLEM INC COM 98419M100 1,891,242 15,999 SH SOLE 15,999 0 0
YUM! BRANDS INC COM 988498101 2,031,341 12,707 SH SOLE 12,707 0 0
ZOETIS INC COM 98978V103 1,549,445 21,562 SH SOLE 21,562 0 0
ZOOM COMMUNICATIONS INC COM 98980L101 1,058,765 12,267 SH SOLE 12,267 0 0