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 LABORATORIES COM 002824100 59,037,985 650,628 SH SOLE 650,628 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,353,243,206 2,329,523 SH SOLE 2,227,601 0 101,922
AGILENT TECHNOLOGIES INC COM 00846U101 80,640,827 607,098 SH SOLE 607,098 0 0
ALLSTATE CORP COM 020002101 55,375,062 232,727 SH SOLE 232,727 0 0
ALPHABET INC CAP STK CL A 02079K305 1,962,484,847 5,491,465 SH SOLE 5,258,089 0 233,376
AMAZON COM INC COM 023135106 1,645,416,656 6,903,653 SH SOLE 6,637,414 0 266,239
APPFOLIO INC COM CL A 03783C100 1,848,194 11,526 SH SOLE 7,596 0 3,930
APPLE INC COM 037833100 1,249,528,820 4,318,250 SH SOLE 4,111,981 0 206,269
APPLIED MATLS INC COM 038222105 1,830,453,081 2,531,747 SH SOLE 2,421,275 0 110,472
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 829,260 7,450 SH SOLE 7,450 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 2,325,656 1,169 SH SOLE 774 0 395
ASTERA LABS INC COM 04626A103 18,205,024 37,690 SH SOLE 37,690 0 0
ASTRAZENECA PLC ORD G0593M107 119,300,940 629,158 SH SOLE 629,158 0 0
AUTODESK INC COM 052769106 39,977,807 205,626 SH SOLE 205,626 0 0
AUTOZONE INC COM 053332102 579,772,279 181,409 SH SOLE 172,762 0 8,647
BANK OF AMER CORP COM 060505104 775,142,301 13,603,761 SH SOLE 13,058,150 0 545,611
BANK OF NY MELLON CORP COM 064058100 301,923,844 2,087,849 SH SOLE 2,087,849 0 0
BERKLEY W R CORP COM 084423102 54,997,249 779,771 SH SOLE 779,771 0 0
BOSTON SCIENTIFIC CORP COM 101137107 50,140,421 1,174,799 SH SOLE 1,174,799 0 0
BROADCOM INC COM 11135F101 798,963,537 2,115,059 SH SOLE 2,020,295 0 94,764
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 186,669,353 5,028,808 SH SOLE 5,028,808 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 12,965,920 144,903 SH SOLE 144,903 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 17,467,017 46,539 SH SOLE 46,539 0 0
CBOE GLOBAL MKTS INC COM 12503M108 70,817,173 291,825 SH SOLE 291,825 0 0
CBRE GROUP INC CL A 12504L109 175,765,197 1,304,961 SH SOLE 1,304,961 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 43,726,142 1,286,063 SH SOLE 1,286,063 0 0
CHUBB LIMITED COM H1467J104 334,947 983 SH SOLE 983 0 0
CITIGROUP INC COM NEW 172967424 114,893,584 820,903 SH SOLE 820,903 0 0
CLOUDFLARE INC CL A COM 18915M107 22,129,652 90,222 SH SOLE 87,351 0 2,871
CME GROUP INC COM 12572Q105 76,281,749 345,432 SH SOLE 345,432 0 0
CMS ENERGY CORP COM 125896100 169,809,728 2,219,735 SH SOLE 2,219,735 0 0
CNH INDL N V SHS N20944109 59,626,258 5,309,551 SH SOLE 5,309,551 0 0
COCA COLA CO COM 191216100 149,936,080 1,844,913 SH SOLE 1,844,913 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 346,843 3,466 SH SOLE 3,466 0 0
COMFORT SYS USA INC COM 199908104 21,981,807 11,091 SH SOLE 10,618 0 473
COSTCO WHOLESALE CORPORATION COM 22160K105 584,715,524 625,050 SH SOLE 594,818 0 30,232
CRH PLC ORD G25508105 341,758 3,194 SH SOLE 3,194 0 0
CUMMINS INC COM 231021106 148,756,349 208,573 SH SOLE 208,573 0 0
D R HORTON INC COM 23331A109 53,650,717 329,388 SH SOLE 329,388 0 0
DANAHER CORP DEL COM 235851102 699,862,950 3,674,207 SH SOLE 3,500,730 0 173,477
DATADOG INC CL A COM 23804L103 33,905,902 130,227 SH SOLE 130,227 0 0
DEERE & CO COM 244199105 1,040,382,394 1,640,128 SH SOLE 1,572,514 0 67,614
DICKS SPORTING GOODS INC COM 253393102 71,705,755 316,149 SH SOLE 316,149 0 0
DOORDASH INC CL A 25809K105 717,176,767 3,886,505 SH SOLE 3,705,142 0 181,363
EDWARDS LIFESCIENCES CORP COM 28176E108 91,873,890 1,015,630 SH SOLE 1,008,023 0 7,607
ELI LILLY & CO COM 532457108 630,257,285 525,464 SH SOLE 499,609 0 25,855
FEDEX CORP COM 31428X106 89,716,442 286,515 SH SOLE 286,515 0 0
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 23,453,471 155,321 SH SOLE 155,321 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 672,456,755 2,833,425 SH SOLE 2,711,630 0 121,795
GE VERNOVA INC COM 36828A101 530,900,436 451,884 SH SOLE 429,083 0 22,801
GUIDEWIRE SOFTWARE INC COM 40171V100 73,200,353 594,883 SH SOLE 594,883 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 75,044,492 227,091 SH SOLE 227,091 0 0
HOME DEPOT INC COM 437076102 651,700,796 1,847,853 SH SOLE 1,775,537 0 72,316
HUBBELL INC COM 443510607 561,168,624 1,072,570 SH SOLE 1,031,559 0 41,011
IDEXX LABS INC COM 45168D104 15,469,966 29,386 SH SOLE 29,386 0 0
ING GROEP N.V. SPONSORED ADR 456837103 312,074 9,945 SH SOLE 9,945 0 0
INGERSOLL RAND INC COM 45687V106 50,166,237 611,858 SH SOLE 611,858 0 0
INSULET CORP COM 45784P101 27,072,943 177,819 SH SOLE 177,819 0 0
INTEL CORP COM 458140100 124,746,838 893,410 SH SOLE 893,410 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 573,245,834 4,656,371 SH SOLE 4,434,027 0 222,344
INTUITIVE SURGICAL INC COM NEW 46120E602 1,869,494 4,701 SH SOLE 3,104 0 1,597
JPMORGAN CHASE & CO COM 46625H100 184,187,936 562,698 SH SOLE 562,698 0 0
KLA CORP COM NEW 482480100 1,328,450,551 4,403,071 SH SOLE 4,221,273 0 181,798
LAM RESEARCH CORP COM NEW 512807306 80,390,082 185,517 SH SOLE 185,517 0 0
LINDE PLC SHS G54950103 823,193,484 1,586,298 SH SOLE 1,519,927 0 66,371
LUMENTUM HLDGS INC COM 55024U109 18,389,083 21,431 SH SOLE 20,291 0 1,140
MARRIOTT INTL INC NEW CL A 571903202 543,635,518 1,466,946 SH SOLE 1,395,694 0 71,252
MARSH & MCLENNAN COS INC COM 571748102 341,277,325 2,047,623 SH SOLE 1,947,510 0 100,113
MASTERCARD INCORPORATED CL A 57636Q104 811,630,780 1,580,278 SH SOLE 1,516,339 0 63,939
MEDLINE INC COM CL A 58507V107 53,555,142 1,357,889 SH SOLE 1,346,928 0 10,961
MERCADOLIBRE INC COM 58733R102 16,615,750 9,789 SH SOLE 9,393 0 396
META PLATFORMS INC CL A 30303M102 5,453,211 9,681 SH SOLE 6,451 0 3,230
MICRON TECHNOLOGY INC COM 595112103 153,152,351 132,681 SH SOLE 132,681 0 0
MICROSOFT CORP COM 594918104 1,747,727,765 4,685,346 SH SOLE 4,485,392 0 199,954
MONOLITHIC PWR SYS INC COM 609839105 24,282,536 17,566 SH SOLE 17,566 0 0
MSCI INC COM 55354G100 11,695,875 20,884 SH SOLE 20,884 0 0
NATERA INC COM 632307104 21,058,005 77,576 SH SOLE 74,984 0 2,592
NETFLIX INC. COM 64110L106 1,730,450 24,236 SH SOLE 16,001 0 8,235
NICE LTD SPONSORED ADR 653656108 51,524,396 567,137 SH SOLE 567,137 0 0
NOVARTIS AG SPONSORED ADR 66987V109 315,948 2,016 SH SOLE 2,016 0 0
NVIDIA CORPORATION COM 67066G104 1,691,516,240 8,453,777 SH SOLE 8,044,166 0 409,611
NXP SEMICONDUCTORS N V COM N6596X109 89,368,664 318,004 SH SOLE 318,004 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 462,697,887 2,136,186 SH SOLE 2,051,619 0 84,567
ORACLE CORP COM 68389X105 304,148,551 2,075,391 SH SOLE 1,983,678 0 91,713
OREILLY AUTOMOTIVE INC COM 67103H107 53,001,755 575,543 SH SOLE 575,543 0 0
PENTAIR PLC SHS G7S00T104 40,589,477 529,474 SH SOLE 529,474 0 0
PROCTER & GAMBLE CO COM 742718109 359,024,724 2,448,341 SH SOLE 2,327,539 0 120,802
PROGRESSIVE CORP COM 743315103 104,051,230 476,316 SH SOLE 476,316 0 0
PTC INC COM 69370C100 10,572,319 93,058 SH SOLE 93,058 0 0
QUANTA SVCS INC COM 74762E102 25,275,564 35,103 SH SOLE 35,103 0 0
REALTY INCOME CORP COM 756109104 721,231,625 11,640,278 SH SOLE 11,129,263 0 511,015
REDDIT INC CL A 75734B100 7,690,983 44,308 SH SOLE 44,308 0 0
REGENERON PHARMACEUTICALS COM 75886F107 59,471,998 95,378 SH SOLE 95,378 0 0
RELX PLC SPONSORED ADR 759530108 215,071 6,791 SH SOLE 6,791 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 25,787,166 901,334 SH SOLE 901,334 0 0
REPUBLIC SVCS INC COM 760759100 74,397,734 349,154 SH SOLE 349,154 0 0
REVOLUTION MEDICINES INC COM 76155X100 18,725,753 99,988 SH SOLE 96,978 0 3,010
ROBINHOOD MKTS INC COM CL A 770700102 45,536,647 454,095 SH SOLE 454,095 0 0
ROCKET LAB CORP COM 773121108 13,913,140 136,873 SH SOLE 136,873 0 0
ROCKWELL AUTOMATION INC COM 773903109 30,172,651 60,945 SH SOLE 60,945 0 0
ROIVANT SCIENCES LTD SHS G76279101 12,995,633 367,212 SH SOLE 367,212 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 49,044,096 154,455 SH SOLE 154,455 0 0
S&P GLOBAL INC COM 78409V104 597,951,757 1,468,231 SH SOLE 1,408,304 0 59,927
SANDISK CORP COM 80004C200 19,579,089 8,611 SH SOLE 8,201 0 410
SCHWAB CHARLES CORP COM 808513105 116,114,967 1,258,426 SH SOLE 1,258,426 0 0
SHERWIN WILLIAMS CO COM 824348106 403,956,569 1,173,201 SH SOLE 1,116,653 0 56,548
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,388,087 12,157 SH SOLE 7,982 0 4,175
SNOWFLAKE INC COM SHS 833445109 50,654,662 199,036 SH SOLE 199,036 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 16,208,573 206,742 SH SOLE 206,742 0 0
STANDARDAERO INC COM 85423L103 79,009,478 2,641,574 SH SOLE 2,641,574 0 0
STRYKER CORPORATION COM 863667101 605,913,988 1,924,514 SH SOLE 1,845,923 0 78,591
SYNOPSYS INC COM 871607107 628,468,023 1,408,900 SH SOLE 1,348,927 0 59,973
SYSCO CORP COM 871829107 134,964,817 1,614,798 SH SOLE 1,614,798 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 171,779,063 359,694 SH SOLE 358,476 0 1,218
TERADYNE INC COM 880770102 37,935,959 78,406 SH SOLE 78,406 0 0
THE CIGNA GROUP COM 125523100 99,345,699 360,366 SH SOLE 360,366 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 822,024,341 1,639,589 SH SOLE 1,571,847 0 67,742
TRANE TECHNOLOGIES PLC SHS G8994E103 18,772,135 38,220 SH SOLE 38,220 0 0
TRUIST FINL CORP COM 89832Q109 60,481,928 1,214,009 SH SOLE 1,214,009 0 0
TWIST BIOSCIENCE CORP COM 90184D100 12,345,703 120,001 SH SOLE 113,966 0 6,035
UNION PAC CORP COM 907818108 122,366,000 449,875 SH SOLE 449,875 0 0
UNITEDHEALTH GROUP INC COM 91324P102 81,504,212 196,098 SH SOLE 196,098 0 0
US FOODS HLDG CORP COM 912008109 97,440,569 952,964 SH SOLE 952,964 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 137,064,276 3,237,229 SH SOLE 3,237,229 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 22,921,056 218,984 SH SOLE 211,971 0 7,013
VISA INC COM CL A 92826C839 106,953,504 311,736 SH SOLE 307,977 0 3,759
VULCAN MATLS CO COM 929160109 558,540,663 1,893,294 SH SOLE 1,818,731 0 74,563
WALMART INC COM 931142103 79,783,515 704,428 SH SOLE 704,428 0 0
WASTE CONNECTIONS INC COM 94106B101 21,985,744 131,896 SH SOLE 131,896 0 0
WASTE MGMT INC DEL COM 94106L109 1,068,042,074 4,792,005 SH SOLE 4,595,368 0 196,637
WESTERN DIGITAL CORP COM 958102105 126,768,036 198,472 SH SOLE 198,472 0 0
WILLIAMS COS INC COM 969457100 87,143,950 1,172,235 SH SOLE 1,172,235 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 92,833,135 355,179 SH SOLE 355,179 0 0
WW GRAINGER INC COM 384802104 820,015,110 602,775 SH SOLE 575,256 0 27,519
XYLEM INC COM 98419M100 81,591,615 690,226 SH SOLE 690,226 0 0