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
ITT INC COM 45073V108 8,870,327 44,854 SH SOLE 44,854 0 0
ALPHABET INC CAP STK CL C 02079K107 874,763,107 2,475,768 SH SOLE 2,475,768 0 0
YUM CHINA HLDGS INC COM 98850P109 1,818,960 44,506 SH SOLE 44,506 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 76,684,474 1,699,944 SH SOLE 1,699,944 0 0
WELLTOWER INC COM 95040Q104 8,406,969 37,040 SH SOLE 37,040 0 0
ALPHABET INC CAP STK CL A 02079K305 300,629,650 841,228 SH SOLE 841,228 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 40,058,112 350,833 SH SOLE 350,833 0 0
EVERSOURCE ENERGY COM 30040W108 18,199,971 251,833 SH SOLE 251,833 0 0
APTIV PLC COM SHS G3265R107 1,948,692 31,748 SH SOLE 31,748 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 92,093,175 238,133 SH SOLE 238,133 0 0
LAM RESEARCH CORP COM NEW 512807306 7,763,540 17,916 SH SOLE 17,916 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 1,607,558 37,359 SH SOLE 37,359 0 0
NEXTPOWER INC CLASS A COM 65290E101 7,043,199 59,117 SH SOLE 59,117 0 0
GE VERNOVA INC COM 36828A101 109,653,208 93,333 SH SOLE 93,333 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 207,373,524 2,160,591 SH SOLE 2,160,591 0 0
LINDE PLC SHS G54950103 462,339,214 890,930 SH SOLE 890,930 0 0
MARVELL TECHNOLOGY INC COM 573874104 5,797,833 19,463 SH SOLE 19,463 0 0
COHERENT CORP COM 19247G107 2,170,768 5,503 SH SOLE 5,503 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 4,846,233 362,742 SH SOLE 362,742 0 0
APPLOVIN CORP COM CL A 03831W108 23,661,938 45,925 SH SOLE 45,925 0 0
CELESTICA INC COM 15101Q207 4,213,075 11,549 SH SOLE 11,549 0 0
AON PLC SHS CL A G0403H108 40,745,795 122,843 SH SOLE 122,843 0 0
GE AEROSPACE COM NEW 369604301 164,198,276 439,350 SH SOLE 439,350 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 85,912,234 174,917 SH SOLE 174,917 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 6,195,333 249,510 SH SOLE 249,510 0 0
THE CIGNA GROUP COM 125523100 45,786,313 166,085 SH SOLE 166,085 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 229,565,000 500,000 SH SOLE 500,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 266,188,565 2,162,201 SH SOLE 2,162,201 0 0
VEEVA SYS INC CL A COM 922475108 2,009,493 11,323 SH SOLE 11,323 0 0
BROADCOM INC COM 11135F101 314,162,209 831,667 SH SOLE 831,667 0 0
BAKER HUGHES COMPANY CL A 05722G100 40,446,117 729,153 SH SOLE 729,153 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 18,250,944 69,828 SH SOLE 69,828 0 0
SPROUTS FMRS MKT INC COM 85208M102 72,369,016 855,628 SH SOLE 855,628 0 0
ZOETIS INC CL A 98978V103 537,585 7,481 SH SOLE 7,481 0 0
ABBVIE INC COM 00287Y109 7,777,941 30,909 SH SOLE 30,909 0 0
EATON CORP PLC SHS G29183103 153,252,354 359,646 SH SOLE 359,646 0 0
META PLATFORMS INC CL A 30303M102 293,304,540 520,699 SH SOLE 520,699 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 1,860,005 6,735 SH SOLE 6,735 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,938,264 6,897 SH SOLE 6,897 0 0
HCA HEALTHCARE INC COM 40412C101 50,355,853 129,154 SH SOLE 129,154 0 0
PROLOGIS INC. COM 74340W103 420,105,611 3,101,097 SH SOLE 3,101,097 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 20,476,743 155,622 SH SOLE 155,622 0 0
VISA INC COM CL A 92826C839 488,233,881 1,423,049 SH SOLE 1,423,049 0 0
ULTA BEAUTY INC COM 90384S303 26,719,212 59,247 SH SOLE 59,247 0 0
MERCADOLIBRE INC COM 58733R102 265,010,106 156,128 SH SOLE 156,128 0 0
BANK OF NY MELLON CORP COM 064058100 3,944,093 27,274 SH SOLE 27,274 0 0
FIRST SOLAR INC COM 336433107 931,806 3,949 SH SOLE 3,949 0 0
WESTERN DIGITAL CORP COM 958102105 543,452,996 850,847 SH SOLE 850,847 0 0
WOODWARD INC COM 980745103 5,523,488 12,983 SH SOLE 12,983 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 156,353,218 314,765 SH SOLE 314,765 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 68,038,674 171,089 SH SOLE 171,089 0 0
NETFLIX INC. COM 64110L106 90,524,990 1,267,857 SH SOLE 1,267,857 0 0
STRYKER CORPORATION COM 863667101 40,969,500 130,128 SH SOLE 130,128 0 0
EDISON INTL COM 281020107 1,802,286 24,208 SH SOLE 24,208 0 0
PRUDENTIAL FINL INC COM 744320102 1,600,278 14,827 SH SOLE 14,827 0 0
CENCORA INC COM 03073E105 32,782,950 115,849 SH SOLE 115,849 0 0
SLB LIMITED COM STK 806857108 53,500,227 1,150,790 SH SOLE 1,150,790 0 0
MERCK & CO INC COM 58933Y105 2,049,190 15,947 SH SOLE 15,947 0 0
SAP SE SPON ADR 803054204 30,189,378 195,895 SH SOLE 195,895 0 0
TRAVELERS COMPANIES INC COM 89417E109 39,231,791 118,841 SH SOLE 118,841 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 96,779,969 304,790 SH SOLE 304,790 0 0
ROLLINS INC COM 775711104 148,412,497 3,555,642 SH SOLE 3,555,642 0 0
ARCH CAP GROUP LTD ORD G0450A105 4,176,977 43,035 SH SOLE 43,035 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 38,220,273 470,925 SH SOLE 470,925 0 0
PROGRESSIVE CORP COM 743315103 121,474,802 556,076 SH SOLE 556,076 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 97,993,289 104,753 SH SOLE 104,753 0 0
PARKER-HANNIFIN CORP COM 701094104 352,754,087 360,645 SH SOLE 360,645 0 0
EXELON CORP COM 30161N101 34,638,287 742,992 SH SOLE 742,992 0 0
ORACLE CORP COM 68389X105 22,761,853 155,318 SH SOLE 155,318 0 0
CAPITAL ONE FINL CORP COM 14040H105 86,141,012 429,374 SH SOLE 429,374 0 0
NEWMONT CORP COM 651639106 60,688,892 649,774 SH SOLE 649,774 0 0
MICRON TECHNOLOGY INC COM 595112103 292,381,657 253,300 SH SOLE 253,300 0 0
MICROSOFT CORP COM 594918104 1,054,082,900 2,825,808 SH SOLE 2,825,808 0 0
MARSH & MCLENNAN COS INC COM 571748102 42,921,025 257,521 SH SOLE 257,521 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,446,003 15,985 SH SOLE 15,985 0 0
MCDONALDS CORP COM 580135101 86,326,202 319,360 SH SOLE 319,360 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 853,300 6,424 SH SOLE 6,424 0 0
ELI LILLY & CO COM 532457108 573,419,896 478,077 SH SOLE 478,077 0 0
KLA CORP COM NEW 482480100 203,790,020 675,450 SH SOLE 675,450 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 26,762,016 201,947 SH SOLE 201,947 0 0
IDEXX LABS INC COM 45168D104 1,101,312 2,092 SH SOLE 2,092 0 0
HUMANA INC COM 444859102 61,961,951 155,989 SH SOLE 155,989 0 0
HOME DEPOT INC COM 437076102 3,612,501 10,243 SH SOLE 10,243 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 130,313,002 128,848 SH SOLE 128,848 0 0
NVIDIA CORPORATION COM 67066G104 1,595,654,321 7,974,683 SH SOLE 7,974,683 0 0
MCKESSON CORP COM 58155Q103 1,906,379 2,523 SH SOLE 2,523 0 0
GILEAD SCIENCES INC COM 375558103 68,509,381 542,262 SH SOLE 542,262 0 0
FLEX LTD ORD Y2573F102 1,033,358 6,376 SH SOLE 6,376 0 0
NEXTERA ENERGY INC COM 65339F101 87,958,091 1,002,143 SH SOLE 1,002,143 0 0
ENTERGY CORP NEW COM 29364G103 46,182,220 402,074 SH SOLE 402,074 0 0
ATMOS ENERGY CORP COM 049560105 18,209,628 105,704 SH SOLE 105,704 0 0
SALESFORCE INC COM 79466L302 145,870,199 931,126 SH SOLE 931,126 0 0
CITIGROUP INC COM NEW 172967424 153,921,150 1,099,751 SH SOLE 1,099,751 0 0
BANK OF AMER CORP COM 060505104 544,878,031 9,562,619 SH SOLE 9,562,619 0 0
MORGAN STANLEY COM NEW 617446448 75,378,988 360,596 SH SOLE 360,596 0 0
DANAHER CORP DEL COM 235851102 67,371,062 353,691 SH SOLE 353,691 0 0
CREDICORP LTD COM G2519Y108 1,324,572 3,400 SH SOLE 3,400 0 0
CONSOLIDATED EDISON INC COM 209115104 32,619,919 294,856 SH SOLE 294,856 0 0
COLGATE PALMOLIVE CO COM 194162103 77,993,001 850,709 SH SOLE 850,709 0 0
COCA COLA CO COM 191216100 236,500,007 2,910,053 SH SOLE 2,910,053 0 0
CISCO SYS INC COM 17275R102 98,564,562 839,133 SH SOLE 839,133 0 0
JPMORGAN CHASE & CO COM 46625H100 279,275,992 853,194 SH SOLE 853,194 0 0
CARDINAL HEALTH INC COM 14149Y108 40,543,890 170,668 SH SOLE 170,668 0 0
AMPHENOL CORP CL A 032095101 5,353,428 30,362 SH SOLE 30,362 0 0
SEMPRA COM 816851109 50,641,725 546,238 SH SOLE 546,238 0 0
UNITED RENTALS INC COM 911363109 94,820,627 83,698 SH SOLE 83,698 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 1,275,438 6,772 SH SOLE 6,772 0 0
BOSTON SCIENTIFIC CORP COM 101137107 39,625,136 928,424 SH SOLE 928,424 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 742,713,999 1,555,194 SH SOLE 1,555,194 0 0
YUM BRANDS INC COM 988498101 92,569,651 579,067 SH SOLE 579,067 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 107,732,860 2,544,470 SH SOLE 2,544,470 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 206,416,379 412,511 SH SOLE 412,511 0 0
AUTOZONE INC COM 053332102 64,388,603 20,147 SH SOLE 20,147 0 0
APPLE INC COM 037833100 942,981,125 3,258,851 SH SOLE 3,258,851 0 0
VALERO ENERGY CORP COM 91913Y100 14,460,931 55,525 SH SOLE 55,525 0 0
COMFORT SYS USA INC COM 199908104 217,201,901 109,590 SH SOLE 109,590 0 0
AFLAC INC COM 001055102 43,517,220 371,149 SH SOLE 371,149 0 0
ALLSTATE CORP COM 020002101 48,332,990 203,131 SH SOLE 203,131 0 0
ADOBE INC COM 00724F101 141,268,416 689,047 SH SOLE 689,047 0 0
ADVANCED MICRO DEVICES INC COM 007903107 14,340,925 24,687 SH SOLE 24,687 0 0
AMAZON COM INC COM 023135106 587,789,103 2,466,179 SH SOLE 2,466,179 0 0