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 4,422,410 27,314 SH SOLE 27,208 0 106
ABBOTT LABORATORIES COM 002824100 2,189,500 24,129 SH SOLE 23,862 0 267
ABBVIE INC COM 00287Y109 2,846,916 11,313 SH SOLE 10,861 0 452
ACCENTURE PLC IRELAND CLASS A COM G1151C101 1,290,194 10,368 SH SOLE 10,217 0 151
ACUITY BRANDS INC COM 00508Y102 1,039,582 2,760 SH SOLE 2,760 0 0
ADOBE INC COM 00724F101 1,904,636 9,290 SH SOLE 9,287 0 3
ADVANCED MICRO DEVICES INC COM 007903107 14,763,828 25,415 SH SOLE 25,052 0 363
AIR PRODS & CHEMS INC COM 009158106 242,460 827 SH SOLE 827 0 0
AIRBNB INC CL A COM 009066101 1,742,099 12,174 SH SOLE 12,022 0 152
ALBEMARLE CORP COM 012653101 1,400,936 10,375 SH SOLE 10,087 0 288
ALBERTSONS COS INC COMMON STOC COM 013091103 589,245 43,551 SH SOLE 43,551 0 0
ALCOA CORP COM 013872106 675,787 12,961 SH SOLE 12,961 0 0
ALPHABET INC CAP STOCK CL A COM 02079K305 39,472,589 110,453 SH SOLE 109,242 0 1,211
ALPHABET INC CAP STOCK CL C COM 02079K107 6,456,752 18,274 SH SOLE 16,651 0 1,623
AMAZON.COM INC COM 023135106 27,776,859 116,543 SH SOLE 113,708 0 2,835
AMEREN CORP COM 023608102 610,416 5,400 SH SOLE 5,400 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 1,067,865 59,096 SH SOLE 59,096 0 0
AMERICAN ELECTRIC POWER CO INC COM 025537101 2,260,375 16,522 SH SOLE 16,099 0 423
AMERICAN EXPRESS CO COM 025816109 3,130,842 9,256 SH SOLE 9,073 0 183
AMERICAN TOWER CORP COM 03027X100 1,174,269 7,179 SH SOLE 6,641 0 538
AMERIPRISE FINANCIAL INC COM 03076C106 2,241,043 4,885 SH SOLE 4,796 0 89
AMGEN INC COM 031162100 5,714,978 15,782 SH SOLE 15,424 0 358
AMPHENOL CORP CL A COM 032095101 1,769,019 10,033 SH SOLE 9,877 0 156
ANALOG DEVICES INC COM 032654105 1,027,479 2,587 SH SOLE 2,326 0 261
ANTERO RESOURCES CORP COM 03674X106 1,054,165 29,999 SH SOLE 29,999 0 0
APA CORPORATION COM 03743Q108 1,080,640 33,179 SH SOLE 33,154 0 25
APPLE INC COM 037833100 61,684,935 213,177 SH SOLE 207,515 0 5,662
APPLIED MATERIALS INC COM 038222105 11,834,787 16,369 SH SOLE 15,732 0 637
APPLOVIN CORP CL A COM 03831W108 1,803,820 3,501 SH SOLE 3,353 0 148
ARCH CAPITAL GROUP LTD COM G0450A105 788,807 8,127 SH SOLE 8,127 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,002,138 26,206 SH SOLE 26,206 0 0
ARISTA NETWORKS INC COM 040413205 2,860,100 16,836 SH SOLE 16,690 0 146
AT&T INC COM 00206R102 3,806,440 183,886 SH SOLE 183,226 0 660
AUTODESK INC COM 052769106 760,377 3,911 SH SOLE 3,822 0 89
AUTOMATIC DATA PROCESSING INC COM 053015103 1,643,569 7,339 SH SOLE 6,901 0 438
AVERY DENNISON CORP COM 053611109 604,429 3,723 SH SOLE 3,567 0 156
BANK NEW YORK MELLON CORP COM 064058100 3,694,930 25,551 SH SOLE 25,386 0 165
BANK OF AMERICA CORP COM 060505104 3,218,686 56,488 SH SOLE 54,335 0 2,153
BERKSHIRE HATHAWAY INC CL B NE COM 084670702 7,419,783 14,828 SH SOLE 14,553 0 275
BEST BUY INC COM 086516101 412,180 5,432 SH SOLE 5,029 0 403
BIOGEN INC COM 09062X103 964,708 4,465 SH SOLE 4,465 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,644,595 80,607 SH SOLE 79,648 0 959
BROADCOM INC COM 11135F101 28,570,744 75,634 SH SOLE 73,763 0 1,871
BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103 568,616 4,152 SH SOLE 4,152 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 2,453,583 12,230 SH SOLE 12,004 0 226
CARDINAL HEALTH INC COM 14149Y108 2,808,909 11,824 SH SOLE 11,776 0 48
CARPENTER TECHNOLOGY CORP COM 144285103 1,217,025 1,973 SH SOLE 1,973 0 0
CATERPILLAR INC COM 149123101 10,216,651 9,594 SH SOLE 9,385 0 209
CBOE GLOBAL MKTS INC COM 12503M108 411,568 1,696 SH SOLE 1,696 0 0
CBRE GROUP INC CL A COM 12504L109 3,844,457 28,543 SH SOLE 28,449 0 94
CELANESE CORP COM 150870103 858,452 18,662 SH SOLE 18,662 0 0
CENCORA INC COM 03073E105 1,315,574 4,649 SH SOLE 4,533 0 116
CF INDUSTRIES HOLDINGS INC COM 125269100 976,505 9,020 SH SOLE 9,020 0 0
CHARLES RIVER LABORATORIES INT COM 159864107 1,670,762 7,367 SH SOLE 7,367 0 0
CHARLES SCHWAB CORP COM 808513105 3,485,315 37,773 SH SOLE 37,029 0 744
CHARTER COMMUNICATIONS INC CL COM 16119P108 376,003 2,644 SH SOLE 2,642 0 2
CHEVRON CORP COM 166764100 5,311,720 32,045 SH SOLE 31,278 0 767
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,246,218 95,477 SH SOLE 95,081 0 396
CHUBB LIMITED COM H1467J104 3,444,200 10,108 SH SOLE 9,912 0 196
CHURCHILL DOWNS INC COM 171484108 1,014,527 11,318 SH SOLE 11,318 0 0
CINTAS CORP COM 172908105 1,958,471 11,515 SH SOLE 11,303 0 212
CISCO SYSTEMS INC COM 17275R102 7,056,175 60,073 SH SOLE 57,273 0 2,800
CITIGROUP INC NEW COM 172967424 5,449,063 38,933 SH SOLE 38,598 0 335
CME GROUP INC COM 12572Q105 239,380 1,084 SH SOLE 1,016 0 68
COCA-COLA CO COM 191216100 7,051,066 86,761 SH SOLE 85,631 0 1,130
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 741,331 19,141 SH SOLE 18,911 0 230
COLGATE PALMOLIVE CO COM 194162103 1,242,081 13,548 SH SOLE 13,385 0 163
COMCAST CORP CL A COM 20030N101 1,419,260 57,811 SH SOLE 52,418 0 5,393
COMFORT SYSTEMS USA INC COM 199908104 360,715 182 SH SOLE 182 0 0
COPART INC COM 217204106 857,878 30,432 SH SOLE 30,212 0 220
CORNING INC COM 219350105 425,291 1,665 SH SOLE 1,480 0 185
CORTEVA INC COM 22052L104 2,413,750 28,501 SH SOLE 28,346 0 155
COSTCO WHOLESALE CORP COM 22160K105 6,110,490 6,532 SH SOLE 6,355 0 177
CUMMINS INC COM 231021106 609,081 854 SH SOLE 808 0 46
CVS HEALTH CORP COM 126650100 1,961,929 18,965 SH SOLE 18,965 0 0
D R HORTON INC COM 23331A109 1,694,278 10,402 SH SOLE 9,854 0 548
DARDEN RESTAURANTS INC COM 237194105 702,494 3,410 SH SOLE 3,410 0 0
DEERE & CO COM 244199105 1,272,466 2,006 SH SOLE 1,953 0 53
DELL TECHNOLOGIES INC CL C COM 24703L202 1,853,552 4,296 SH SOLE 4,258 0 38
DELTA AIR LINES INC COM 247361702 800,325 8,545 SH SOLE 8,545 0 0
DEVON ENERGY CORP COM 25179M103 1,650,651 39,948 SH SOLE 39,948 0 0
DIGITAL REALTY TRUST INC COM 253868103 1,476,507 8,222 SH SOLE 8,154 0 68
DILLARDS INC CL A COM 254067101 867,666 1,642 SH SOLE 1,642 0 0
DISNEY WALT CO COM 254687106 3,231,883 33,578 SH SOLE 33,461 0 117
DOLBY LABORATORIES INC CL A COM 25659T107 860,419 16,364 SH SOLE 16,364 0 0
DOLLAR TREE INC COM 256746108 1,421,525 11,753 SH SOLE 11,647 0 106
DTE ENERGY CO COM 233331107 700,902 4,600 SH SOLE 4,540 0 60
DUKE ENERGY CORP NEW COM 26441C204 3,576,138 28,252 SH SOLE 27,843 0 409
EATON CORP PLC COM G29183103 975,389 2,289 SH SOLE 2,032 0 257
EBAY INC COM 278642103 966,191 8,646 SH SOLE 8,579 0 67
ECOLAB INC COM 278865100 222,888 800 SH SOLE 771 0 29
EDWARDS LIFESCIENCES CORP COM 28176E108 770,448 8,517 SH SOLE 8,358 0 159
ELI LILLY & CO COM 532457108 18,083,095 15,076 SH SOLE 14,795 0 281
EMCOR GROUP INC COM 29084Q100 3,268,067 3,938 SH SOLE 3,901 0 37
EMERSON ELECTRIC CO COM 291011104 2,356,678 16,463 SH SOLE 16,315 0 148
ENTERGY CORP COM 29364G103 719,368 6,263 SH SOLE 6,095 0 168
EOG RESOURCES INC COM 26875P101 3,875,035 29,870 SH SOLE 29,301 0 569
EQUINIX INC COM 29444U700 2,531,965 2,429 SH SOLE 2,408 0 21
EVEREST GROUP LTD COM G3223R108 1,409,630 3,946 SH SOLE 3,946 0 0
EVERGY INC COM 30034W106 1,452,370 16,804 SH SOLE 16,804 0 0
EXPAND ENERGY CORPORATION COM 165167735 464,704 5,096 SH SOLE 5,096 0 0
EXPEDIA GROUP INC NEW COM 30212P303 962,876 3,763 SH SOLE 3,756 0 7
EXXON MOBILE CORP COM 30231G102 10,186,460 74,506 SH SOLE 73,396 0 1,110
FASTENAL CO COM 311900104 326,316 6,794 SH SOLE 6,234 0 560
FEDEX CORP COM 31428X106 1,844,962 5,892 SH SOLE 5,763 0 129
FIDELITY NATL INFORMATION SERV COM 31620M106 358,551 9,222 SH SOLE 9,219 0 3
FIFTH THIRD BANCORP COM 316773100 795,268 14,108 SH SOLE 13,675 0 433
FIRST HORIZON CORPORATION COM 320517105 1,144,621 44,642 SH SOLE 44,642 0 0
FORD MOTOR CO COM 345370860 1,786,915 128,555 SH SOLE 127,962 0 593
FORTINET INC COM 34959E109 4,317,644 28,106 SH SOLE 27,783 0 323
GARMIN LTD COM H2906T109 865,358 3,643 SH SOLE 3,310 0 333
GE AEROSPACE COM 369604301 5,865,692 15,695 SH SOLE 15,546 0 149
GE VERNOVA INC COM 36828A101 4,350,507 3,703 SH SOLE 3,650 0 53
GEN DIGITAL INC COM 668771108 757,751 30,444 SH SOLE 30,444 0 0
GENERAL DYNAMICS CORP COM 369550108 1,113,731 3,144 SH SOLE 2,961 0 183
GENERAL MOTORS CO COM 37045V100 2,882,252 37,393 SH SOLE 37,064 0 329
GENTEX CORP COM 371901109 1,224,887 48,472 SH SOLE 48,472 0 0
GENUINE PARTS CO COM 372460105 447,616 3,794 SH SOLE 3,506 0 288
GILEAD SCIENCES INC COM 375558103 493,989 3,910 SH SOLE 3,668 0 242
GLOBAL PAYMENTS INC COM 37940X102 1,104,073 15,216 SH SOLE 15,216 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,465,933 7,382 SH SOLE 7,212 0 170
GRAND CANYON ED INC COM 38526M106 658,592 4,602 SH SOLE 4,602 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 888,208 11,348 SH SOLE 11,348 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 1,904,180 14,369 SH SOLE 14,042 0 327
HCA HEALTHCARE INC COM 40412C101 621,875 1,595 SH SOLE 1,540 0 55
HENRY JACK & ASSOC INC COM 426281101 588,150 4,270 SH SOLE 4,270 0 0
HEWLETT PACKARD ENTERPRISE CO COM 42824C109 2,402,694 53,263 SH SOLE 53,263 0 0
HOME DEPOT INC COM 437076102 2,092,450 5,933 SH SOLE 5,774 0 159
HONEYWELL AEROSPACE INC COM 43849R105 1,048,693 4,744 SH SOLE 4,506 0 238
HONEYWELL INTL INC COM 438516205 1,062,406 4,745 SH SOLE 4,508 0 238
HOST HOTELS & RESORTS INC COM 44107P104 709,308 29,916 SH SOLE 29,916 0 0
INCYTE CORP COM 45337C102 1,042,685 9,198 SH SOLE 9,198 0 0
INTEL CORP COM 458140100 7,508,743 53,776 SH SOLE 51,490 0 2,286
INTERCONTINENTAL EXCHANGE INC COM 45866F104 1,106,636 8,989 SH SOLE 8,902 0 87
INTL BUSINESS MACHINES COM 459200101 4,828,094 17,169 SH SOLE 16,865 0 304
INTUIT COM 461202103 1,158,318 4,438 SH SOLE 4,191 0 247
INTUITIVE SURGICAL INC NEW COM 46120E602 1,457,497 3,665 SH SOLE 3,471 0 194
INVESCO LTD COM G491BT108 968,566 36,702 SH SOLE 36,702 0 0
ITT INC COM 45073V108 1,097,370 5,549 SH SOLE 5,549 0 0
JABIL INC COM 466313103 3,370,637 8,744 SH SOLE 8,744 0 0
JACOBS SOLUTIONS INC COM 46982L108 532,980 4,230 SH SOLE 4,217 0 13
JOHNSON & JOHNSON COM 478160104 11,980,527 47,173 SH SOLE 46,153 0 1,020
JOHNSON CONTROLS INTL PLC COM G51502105 778,912 5,331 SH SOLE 5,133 0 198
JPMORGAN CHASE & CO COM 46625H100 15,648,391 47,806 SH SOLE 46,888 0 918
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,953,741 5,581 SH SOLE 5,537 0 44
KIMBERLY-CLARK CORP COM 494368103 1,469,601 13,388 SH SOLE 13,255 0 133
KIMCO REALTY CORP COM 49446R109 2,890,154 114,010 SH SOLE 114,010 0 0
KLA CORP NEW COM 482480100 9,753,983 32,329 SH SOLE 31,369 0 960
KROGER CO COM 501044101 2,696,648 48,562 SH SOLE 47,907 0 655
L3HARRIS TECHNOLOGIES INC COM 502431109 998,177 3,435 SH SOLE 3,393 0 42
LABCORP HOLDINGS INC COM 504922105 1,096,480 3,916 SH SOLE 3,892 0 24
LAM RESEARCH CORP NEW COM 512807306 9,603,459 22,162 SH SOLE 21,598 0 564
LINDE PLC COM G54950103 5,327,438 10,266 SH SOLE 10,005 0 261
LOCKHEED MARTIN CORP COM 539830109 3,383,324 6,641 SH SOLE 6,553 0 88
LOWES COS INC COM 548661107 360,722 1,636 SH SOLE 1,403 0 233
MARVELL TECHNOLOGY INC COM 573874104 1,925,263 6,463 SH SOLE 6,224 0 239
MASTERCARD INCORPORATED CL A COM 57636Q104 4,047,168 7,880 SH SOLE 7,647 0 233
MCDONALDS CORP COM 580135101 396,545 1,467 SH SOLE 1,242 0 225
MEDTRONIC PLC COM G5960L103 630,847 8,064 SH SOLE 7,571 0 493
MERCK & CO INC COM 58933Y105 5,223,397 40,649 SH SOLE 39,667 0 982
META PLATFORMS INC CL A COM 30303M102 14,291,231 25,371 SH SOLE 24,921 0 450
METLIFE INC COM 59156R108 2,431,268 28,735 SH SOLE 28,174 0 561
MICRON TECHNOLOGY INC COM 595112103 19,238,551 16,667 SH SOLE 16,307 0 360
MICROSOFT CORP COM 594918104 40,652,466 108,982 SH SOLE 106,175 0 2,807
MOLSON COORS BEVERAGE CO CL B COM 60871R209 1,376,340 35,327 SH SOLE 35,294 0 33
MONDELEZ INTL INC CL A COM 609207105 354,501 6,129 SH SOLE 5,371 0 758
MONGODB INC CL A COM 60937P106 1,245,181 3,707 SH SOLE 3,707 0 0
MONOLITHIC POWER SYSTEMS INC COM 609839105 967,652 700 SH SOLE 642 0 58
MONSTER BEVERAGE CORP COM 61174X109 1,171,126 12,184 SH SOLE 11,673 0 511
MORGAN STANLEY COM 617446448 4,611,004 22,058 SH SOLE 21,617 0 441
NETAPP INC COM 64110D104 712,206 4,602 SH SOLE 4,602 0 0
NETFLIX INC COM 64110L106 2,796,310 39,164 SH SOLE 38,464 0 700
NEWMONT CORP COM 651639106 3,024,946 32,387 SH SOLE 32,089 0 298
NEXTERA ENERGY INC COM 65339F101 3,636,487 41,432 SH SOLE 41,204 0 228
NORTHERN TRUST CORP COM 665859104 4,445,436 25,572 SH SOLE 25,529 0 43
NORTHROP GRUMMAN CORP COM 666807102 591,309 1,161 SH SOLE 1,134 0 27
NRG ENERGY INC NEW COM 629377508 746,805 5,113 SH SOLE 4,755 0 358
NUCOR CORP COM 670346105 778,957 3,497 SH SOLE 3,427 0 70
NVIDIA CORPORATION COM 67066G104 57,774,387 288,742 SH SOLE 283,689 0 5,053
OCCIDENTAL PETROLEUM CORP COM 674599105 810,390 16,685 SH SOLE 16,416 0 269
OLD DOMINION FREIGHT LINE INC COM 679580100 1,468,548 6,780 SH SOLE 6,658 0 122
OLD REPUBLIC INTL CORP COM 680223104 1,047,593 25,601 SH SOLE 25,601 0 0
OMNICOM GROUP INC COM 681919106 3,459,789 47,505 SH SOLE 45,851 0 1,654
ORACLE CORP COM 68389X105 4,506,999 30,754 SH SOLE 29,809 0 945
PALANTIR TECHNOLOGIES INC CL A COM 69608A108 3,100,389 26,574 SH SOLE 25,506 0 1,068
PARKER-HANNIFIN CORP COM 701094104 804,993 823 SH SOLE 750 0 73
PAYCHEX INC COM 704326107 2,916,173 29,657 SH SOLE 29,509 0 148
PAYPAL HOLDINGS INC COM 70450Y103 506,717 11,735 SH SOLE 11,704 0 31
PEPSICO INC COM 713448108 2,886,390 21,318 SH SOLE 20,560 0 758
PFIZER INC COM 717081103 1,409,667 58,541 SH SOLE 57,663 0 878
PG&E CORP COM 69331C108 972,566 57,822 SH SOLE 57,426 0 396
PHILIP MORRIS INTL INC COM 718172109 255,264 1,411 SH SOLE 1,175 0 236
PHILLIPS 66 COM 718546104 2,164,685 12,805 SH SOLE 12,725 0 80
PINNACLE FINANCIAL PARTNERS IN COM 72348N109 1,043,604 10,345 SH SOLE 10,345 0 0
PINNACLE WEST CAP CORP COM 723484101 1,613,453 15,079 SH SOLE 15,079 0 0
PNC FINANCIAL SERVICES GROUP I COM 693475105 817,697 3,321 SH SOLE 3,213 0 108
PRICE T ROWE GROUP INC COM 74144T108 1,669,538 14,685 SH SOLE 14,685 0 0
PRINCIPAL FINANCIAL GROUP INC COM 74251V102 515,081 4,779 SH SOLE 4,779 0 0
PROCTER AND GAMBLE CO COM 742718109 5,994,827 40,881 SH SOLE 39,940 0 941
PROGRESSIVE CORP COM 743315103 710,399 3,252 SH SOLE 3,158 0 94
PUBLIC SERVICE ENTERPRISE GROU COM 744573106 530,381 6,535 SH SOLE 6,103 0 432
PULTE GROUP INC COM 745867101 4,572,935 33,328 SH SOLE 32,877 0 451
QUALCOMM INC COM 747525103 2,618,290 14,169 SH SOLE 13,427 0 742
QUANTA SERVICES INC COM 74762E102 7,126,236 9,897 SH SOLE 9,863 0 34
RALLIANT CORP COM COM 750940108 1,615,516 21,941 SH SOLE 21,914 0 27
RALPH LAUREN CORP CL A COM 751212101 2,152,360 5,362 SH SOLE 5,362 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 499,723 3,287 SH SOLE 3,041 0 246
RB GLOBAL INC COM 74935Q107 1,916,418 16,457 SH SOLE 16,457 0 0
REGENERON PHARMACEUTICALS COM 75886F107 748,872 1,201 SH SOLE 1,130 0 71
REGIONS FINANCIAL CORP COM 7591EP100 1,118,457 37,035 SH SOLE 36,350 0 685
RESMED INC COM 761152107 593,020 3,043 SH SOLE 2,994 0 49
REXFORD INDUSTRIAL REALTY INC COM 76169C100 851,403 25,415 SH SOLE 25,415 0 0
ROKU INC CL A COM 77543R102 1,179,301 8,537 SH SOLE 8,537 0 0
ROSS STORES INC COM 778296103 1,397,786 6,567 SH SOLE 6,044 0 523
RTX CORPORATION COM 75513E101 4,363,411 22,998 SH SOLE 22,740 0 258
SALESFORCE INC COM 79466L302 2,347,237 14,983 SH SOLE 14,827 0 156
SANDISK CORP COM 80004C200 3,806,224 1,674 SH SOLE 1,643 0 31
SEAGATE TECHNOLOGY HLDNGS PLC COM G7997R103 295,290 306 SH SOLE 288 0 18
SERVICENOW INC COM 81762P102 2,826,104 28,466 SH SOLE 28,241 0 225
SMUCKER J M CO NEW COM 832696405 684,225 6,082 SH SOLE 6,079 0 3
SOUTHERN CO COM 842587107 1,168,906 12,213 SH SOLE 12,027 0 186
STARBUCKS CORP COM 855244109 714,002 6,987 SH SOLE 6,047 0 940
STATE STREET CORP COM 857477103 2,394,752 14,120 SH SOLE 14,064 0 56
STRYKER CORPORATION COM 863667101 236,760 752 SH SOLE 692 0 60
SYNCHRONY FINANCIAL COM 87165B103 2,270,777 29,859 SH SOLE 29,859 0 0
SYNOPSYS INC COM 871607107 1,576,411 3,534 SH SOLE 3,393 0 141
SYSCO CORP COM 871829107 349,364 4,180 SH SOLE 3,889 0 291
TAPESTRY INC COM 876030107 549,218 3,752 SH SOLE 3,752 0 0
TARGET CORP COM 87612E106 2,228,598 17,063 SH SOLE 17,063 0 0
TERADYNE INC COM 880770102 1,287,982 2,662 SH SOLE 2,662 0 0
TESLA INC COM 88160R101 13,608,092 32,354 SH SOLE 31,839 0 515
TEXAS INSTRUMENTS INC COM 882508104 1,840,284 6,174 SH SOLE 5,703 0 471
TEXAS ROADHOUSE INC COM 882681109 1,271,260 6,579 SH SOLE 6,579 0 0
TEXTRON INC COM 883203101 1,165,154 12,702 SH SOLE 12,652 0 50
THE CIGNA GROUP COM 125523100 2,334,458 8,468 SH SOLE 8,403 0 65
THERMO FISHER SCIENTIFIC INC COM 883556102 1,259,416 2,512 SH SOLE 2,450 0 62
TJX COS INC COM 872540109 3,477,077 22,951 SH SOLE 22,370 0 581
TRANE TECHNOLOGIES PLC COM G8994E103 1,598,726 3,255 SH SOLE 3,188 0 67
TRAVELERS COMPANIES INC COM 89417E109 3,019,608 9,147 SH SOLE 9,007 0 140
TYSON FOODS INC CL A COM 902494103 519,487 9,074 SH SOLE 9,074 0 0
ULTA BEAUTY INC COM 90384S303 921,803 2,044 SH SOLE 2,044 0 0
UNION PACIFIC CORP COM 907818108 1,391,280 5,115 SH SOLE 4,994 0 121
UNITED AIRLINES HOLDINGS INC COM 910047109 777,863 5,720 SH SOLE 5,720 0 0
UNITED PARCEL SERVICE INC CL B COM 911312106 2,869,605 26,694 SH SOLE 26,694 0 0
UNITED RENTALS INC COM 911363109 1,384,392 1,222 SH SOLE 1,208 0 14
UNITED THERAPEUTICS CORP COM 91307C102 1,432,057 2,643 SH SOLE 2,643 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,889,899 16,577 SH SOLE 16,438 0 139
US BANCORP DEL COM 902973304 2,278,771 37,728 SH SOLE 37,415 0 313
VALERO ENERGY CORP COM 91913Y100 1,822,559 6,998 SH SOLE 6,875 0 123
VEEVA SYSTEMS INC CL A COM 922475108 1,128,532 6,359 SH SOLE 6,359 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,768,063 136,232 SH SOLE 131,383 0 4,849
VERTEX PHARMACEUTICALS INC COM 92532F100 911,996 1,836 SH SOLE 1,729 0 107
VISA INC CL A COM 92826C839 9,135,114 26,626 SH SOLE 26,120 0 506
VISTRA CORP COM 92840M102 845,974 5,333 SH SOLE 5,333 0 0
VOYA FINANCIAL INC COM 929089100 1,123,568 12,411 SH SOLE 12,411 0 0
WABTEC COM 929740108 1,273,860 4,725 SH SOLE 4,725 0 0
WAL-MART INC COM 931142103 6,690,042 59,068 SH SOLE 57,980 0 1,088
WEC ENERGY GROUP INC COM 92939U106 1,173,539 10,050 SH SOLE 9,894 0 156
WELLS FARGO CO COM 949746101 859,291 10,398 SH SOLE 9,713 0 685
WELLTOWER INC COM 95040Q104 3,117,206 13,734 SH SOLE 13,569 0 165
WEST PHARMACEUTICAL SVSC INC COM 955306105 3,058,680 8,520 SH SOLE 8,520 0 0
WESTERN DIGITAL CORP COM 958102105 3,773,558 5,908 SH SOLE 5,812 0 96
WESTLAKE CORPORATION COM 960413102 958,855 13,135 SH SOLE 13,135 0 0
WILLIAMS SONOMA INC COM 969904101 3,120,044 13,385 SH SOLE 13,230 0 155
WISDOMTREE YIELD ENHANCED U.S. COM 97717X511 501,585 11,536 SH SOLE 11,536 0 0
XYLEM INC COM 98419M100 496,482 4,200 SH SOLE 3,875 0 325
YETI HOLDINGS INC COM 98585X104 1,168,427 23,576 SH SOLE 23,576 0 0
YUM BRANDS INC COM 988498101 616,900 3,859 SH SOLE 3,659 0 200
ZOOM COMMUNICATIONS INC CL A COM 98980L101 791,722 9,173 SH SOLE 9,173 0 0