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
ABBVIE INC COM 00287Y109 10,589,011 42,080 SH SOLE 42,080 0 0
ADVANCED MICRO DEVICES INC COM 007903107 71,579,731 123,220 SH SOLE 123,220 0 0
AERCAP HOLDINGS NV SHS N00985106 18,486,362 126,810 SH SOLE 126,810 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 10,016,229 143,870 SH SOLE 143,870 0 0
ALPHABET INC CAP STK CL C 02079K107 163,800,254 463,590 SH SOLE 463,590 0 0
AMAZON COM INC COM 023135106 129,230,331 542,210 SH SOLE 542,210 0 0
AMERICAN EXPRESS CO COM 025816109 13,567,208 40,110 SH SOLE 40,110 0 0
AMERIPRISE FINL INC COM 03076C106 10,014,731 21,830 SH SOLE 21,830 0 0
AMETEK INC COM 031100100 1,601,643 6,620 SH SOLE 6,620 0 0
AMPHENOL CORP CL A 032095101 48,993,004 277,510 SH SOLE 277,510 0 0
ANALOG DEVICES INC COM 032654105 961,151 2,420 SH SOLE 2,420 0 0
AON PLC SHS CL A G0403H108 43,179,404 130,180 SH SOLE 130,180 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 3,027,553 25,590 SH SOLE 25,590 0 0
APPLE INC COM 037833100 124,928,287 431,740 SH SOLE 431,740 0 0
APPLIED MATLS INC COM 038222105 2,841,390 3,930 SH SOLE 3,930 0 0
ASSURANT INC COM 04621X108 1,041,896 3,880 SH SOLE 3,880 0 0
BANK OF AMER CORP COM 060505104 34,679,737 608,630 SH SOLE 608,630 0 0
BIOGEN INC COM 09062X103 29,647,753 137,220 SH SOLE 137,220 0 0
BROADCOM INC COM 11135F101 90,414,463 239,350 SH SOLE 239,350 0 0
BURLINGTON STORES INC COM 122017106 855,360 2,700 SH SOLE 2,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,024,624 2,730 SH SOLE 2,730 0 0
CARDINAL HEALTH INC COM 14149Y108 1,164,044 4,900 SH SOLE 4,900 0 0
CATERPILLAR INC COM 149123101 57,887,964 54,360 SH SOLE 54,360 0 0
CBRE GROUP INC CL A 12504L109 1,800,805 13,370 SH SOLE 13,370 0 0
CHENIERE ENERGY INC COM NEW 16411R208 587,965 2,460 SH SOLE 2,460 0 0
CHEVRON CORPORATION COM 166764100 25,188,889 151,960 SH SOLE 151,960 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,433,440 42,160 SH SOLE 42,160 0 0
CINTAS CORP COM 172908105 1,095,315 6,440 SH SOLE 6,440 0 0
CITIGROUP INC COM NEW 172967424 68,119,931 486,710 SH SOLE 486,710 0 0
COCA COLA CO COM 191216100 14,540,108 178,280 SH SOLE 178,280 0 0
COHERENT CORP COM 19247G107 19,672,219 49,870 SH SOLE 49,870 0 0
COMFORT SYS USA INC COM 199908104 12,783,578 6,450 SH SOLE 6,450 0 0
CONOCOPHILLIPS COM 20825C104 3,982,708 38,310 SH SOLE 38,310 0 0
CONSTELLATION ENERGY CORP COM 21037T109 10,652,590 42,890 SH SOLE 42,890 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 50,636,991 54,130 SH SOLE 54,130 0 0
CVS HEALTH CORP COM 126650100 35,946,807 347,480 SH SOLE 347,480 0 0
DEERE & CO COM 244199105 1,850,143 2,910 SH SOLE 2,910 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,165,348 28,203 SH SOLE 28,203 0 0
DEXCOM INC COM 252131107 3,596,490 53,400 SH SOLE 53,400 0 0
ECOLAB INC COM 278865100 5,704,676 20,430 SH SOLE 20,430 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,674,068 51,670 SH SOLE 51,670 0 0
ELI LILLY & CO COM 532457108 77,231,297 64,390 SH SOLE 64,390 0 0
ENCOMPASS HEALTH CORP COM 29261A100 14,668,730 145,120 SH SOLE 145,120 0 0
EQUINIX INC COM 29444U700 28,207,074 27,060 SH SOLE 27,060 0 0
F5 INC COM 315616102 61,682,708 148,290 SH SOLE 148,290 0 0
FREEPORT MCMORAN INC CL B 35671D857 5,023,024 79,870 SH SOLE 79,870 0 0
GE AEROSPACE COM NEW 369604301 3,195,392 8,550 SH SOLE 8,550 0 0
GE VERNOVA INC COM 36828A101 61,068,195 51,960 SH SOLE 51,960 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 46,836,545 46,310 SH SOLE 46,310 0 0
HALLIBURTON CO COM 406216101 355,457 10,470 SH SOLE 10,470 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,356,089 3,410 SH SOLE 3,410 0 0
IQVIA HLDGS INC COM 46266C105 830,846 4,300 SH SOLE 4,300 0 0
IRON MTN INC DEL COM 46284V101 14,167,536 111,470 SH SOLE 111,470 0 0
JPMORGAN CHASE & CO COM 46625H100 13,237,225 40,440 SH SOLE 40,440 0 0
LAM RESEARCH CORP COM NEW 512807306 67,194,095 154,980 SH SOLE 154,980 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 14,038,669 91,780 SH SOLE 91,780 0 0
LINDE PLC SHS G54950103 36,694,247 70,710 SH SOLE 70,710 0 0
MARATHON PETE CORP COM 56585A102 25,572,114 100,020 SH SOLE 100,020 0 0
MARRIOTT INTL INC NEW CL A 571903202 13,437,593 36,260 SH SOLE 36,260 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,385,189 4,650 SH SOLE 4,650 0 0
MASTERCARD INCORPORATED CL A 57636Q104 893,664 1,740 SH SOLE 1,740 0 0
MEDTRONIC PLC SHS G5960L103 37,200,452 471,190 SH SOLE 471,190 0 0
META PLATFORMS INC CL A 30303M102 66,817,460 118,620 SH SOLE 118,620 0 0
MICRON TECHNOLOGY INC COM 595112103 65,759,901 56,970 SH SOLE 56,970 0 0
MICROSOFT CORP COM 594918104 132,440,751 355,050 SH SOLE 355,050 0 0
MODINE MFG CO COM 607828100 28,656,587 107,320 SH SOLE 107,320 0 0
MONDELEZ INTL INC CL A 609207105 13,328,009 228,650 SH SOLE 228,650 0 0
MORGAN STANLEY COM NEW 617446448 955,313 4,570 SH SOLE 4,570 0 0
NEXTERA ENERGY INC COM 65339F101 972,492 11,080 SH SOLE 11,080 0 0
NISOURCE INC COM 65473P105 650,009 13,670 SH SOLE 13,670 0 0
NVIDIA CORPORATION COM 67066G104 210,718,782 1,053,120 SH SOLE 1,053,120 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,094,127 22,740 SH SOLE 22,740 0 0
PALO ALTO NETWORKS INC COM 697435105 1,592,563 4,670 SH SOLE 4,670 0 0
PHILLIPS 66 COM 718546104 730,296 4,320 SH SOLE 4,320 0 0
PNC FINL SVCS GROUP INC COM 693475105 6,384,484 25,930 SH SOLE 25,930 0 0
PROCTER & GAMBLE CO COM 742718109 37,025,134 252,490 SH SOLE 252,490 0 0
PTC INC COM 69370C100 1,148,597 10,110 SH SOLE 10,110 0 0
REPUBLIC SVCS INC COM 760759100 1,734,471 8,140 SH SOLE 8,140 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,435,917 8,960 SH SOLE 8,960 0 0
ROLLINS INC COM 775711104 5,538,898 132,700 SH SOLE 132,700 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 29,512,517 92,870 SH SOLE 92,870 0 0
RYDER SYS INC COM 783549108 31,713,068 120,230 SH SOLE 120,230 0 0
S&P GLOBAL INC COM 78409V104 11,435,861 28,080 SH SOLE 28,080 0 0
SEMPRA COM 816851109 15,926,608 170,700 SH SOLE 170,700 0 0
SERVICENOW INC COM 81762P102 1,665,918 16,780 SH SOLE 16,780 0 0
SHERWIN WILLIAMS CO COM 824348106 1,366,950 3,970 SH SOLE 3,970 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 490,974 4,300 SH SOLE 4,300 0 0
SLB LIMITED COM STK 806857108 3,221,293 69,290 SH SOLE 69,290 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 7,579,349 44,360 SH SOLE 44,360 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 6,005,420 13,080 SH SOLE 13,080 0 0
TAPESTRY INC COM 876030107 12,569,650 85,870 SH SOLE 85,870 0 0
TARGA RES CORP COM 87612G101 3,957,746 14,760 SH SOLE 14,760 0 0
TESLA INC COM 88160R101 28,504,062 67,770 SH SOLE 67,770 0 0
TEXAS INSTRS INC COM 882508104 1,499,292 5,030 SH SOLE 5,030 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,330,910 14,610 SH SOLE 14,610 0 0
TJX COS INC NEW COM 872540109 22,328,070 147,380 SH SOLE 147,380 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,542,242 3,140 SH SOLE 3,140 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 18,989,988 38,230 SH SOLE 38,230 0 0
VISA INC COM CL A 92826C839 49,861,269 145,330 SH SOLE 145,330 0 0
VISTRA CORP COM 92840M102 19,262,441 121,430 SH SOLE 121,430 0 0
WALMART INC COM 931142103 1,299,092 11,470 SH SOLE 11,470 0 0