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
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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 14,754,660 58,634 SH SOLE 58,634 0 0
Altria Group, Inc. COM 02209S103 12,532,611 174,185 SH SOLE 174,185 0 0
Amgen Inc. COM 031162100 5,084,527 14,041 SH SOLE 14,041 0 0
Antero Midstream Corp. COM 03676B102 10,788,141 474,204 SH SOLE 474,204 0 0
Apple Inc. COM 037833100 24,869,913 85,948 SH SOLE 85,948 0 0
AppLovin Corp. Class A COM 03831W108 9,705,903 18,838 SH SOLE 18,838 0 0
Archer-Daniels-Midland Company COM 039483102 7,937,807 103,898 SH SOLE 103,898 0 0
Argan, Inc. COM 04010E109 14,787,549 18,518 SH SOLE 18,518 0 0
Arista Networks, Inc. COM 040413205 11,810,907 69,525 SH SOLE 69,525 0 0
Autodesk, Inc. COM 052769106 5,782,828 29,744 SH SOLE 29,744 0 0
AZZ Inc. COM 002474104 5,433,262 35,042 SH SOLE 35,042 0 0
Booking Holdings Inc. COM 09857L108 6,805,203 38,180 SH SOLE 38,180 0 0
Bristol-Myers Squibb Company COM 110122108 13,113,390 227,584 SH SOLE 227,584 0 0
Broadcom Inc. COM 11135F101 12,397,000 32,818 SH SOLE 32,818 0 0
Broadridge Financial Solutions, Inc. COM 11133T103 5,460,607 39,873 SH SOLE 39,873 0 0
Cardinal Health, Inc. COM 14149Y108 4,916,067 20,694 SH SOLE 20,694 0 0
CF Industries Holdings, Inc. COM 125269100 9,146,238 84,484 SH SOLE 84,484 0 0
Chemed Corporation COM 16359R103 3,837,232 8,239 SH SOLE 8,239 0 0
Cheniere Energy Partners, L.P. COM 16411Q101 11,942,482 195,939 SH SOLE 195,939 0 0
Clear Secure, Inc. Class A COM 18467V109 3,032,604 54,416 SH SOLE 54,416 0 0
Colgate-Palmolive Company COM 194162103 5,458,077 59,534 SH SOLE 59,534 0 0
Crocs, Inc. COM 227046109 4,026,843 33,379 SH SOLE 33,379 0 0
Eli Lilly and Company COM 532457108 15,921,234 13,274 SH SOLE 13,274 0 0
EMCOR Group, Inc. COM 29084Q100 7,228,255 8,710 SH SOLE 8,710 0 0
Exelixis, Inc. COM 30161Q104 7,287,458 133,936 SH SOLE 133,936 0 0
Expedia Group, Inc. COM 30212P303 7,084,294 27,686 SH SOLE 27,686 0 0
F5, Inc. COM 315616102 11,621,922 27,940 SH SOLE 27,940 0 0
GE Vernova Inc. COM 36828A101 15,686,731 13,352 SH SOLE 13,352 0 0
Gen Digital Inc. COM 668771108 3,665,949 147,286 SH SOLE 147,286 0 0
Gilead Sciences, Inc. COM 375558103 7,577,115 59,974 SH SOLE 59,974 0 0
Hess Midstream LP Class A COM 428103105 3,048,270 81,071 SH SOLE 81,071 0 0
KLA Corporation COM 482480100 20,763,079 68,818 SH SOLE 68,818 0 0
Lam Research Corporation COM 512807306 19,513,283 45,031 SH SOLE 45,031 0 0
Lockheed Martin Corporation COM 539830109 8,562,494 16,807 SH SOLE 16,807 0 0
Mastercard Incorporated Class A COM 57636Q104 7,222,757 14,063 SH SOLE 14,063 0 0
McKesson Corporation COM 58155Q103 8,432,496 11,160 SH SOLE 11,160 0 0
Medpace Holdings, Inc. COM 58506Q109 6,635,233 12,529 SH SOLE 12,529 0 0
MYR Group Inc. COM 55405W104 11,772,410 23,526 SH SOLE 23,526 0 0
NetApp, Inc. COM 64110D104 7,613,109 49,193 SH SOLE 49,193 0 0
New York Times Company Class A COM 650111107 5,386,081 76,966 SH SOLE 76,966 0 0
Newmont Corporation COM 651639106 4,484,601 48,015 SH SOLE 48,015 0 0
Nextracker Inc. Class A COM 65290E101 8,711,517 73,120 SH SOLE 73,120 0 0
NVIDIA Corporation COM 67066G104 23,474,559 117,320 SH SOLE 117,320 0 0
Palo Alto Networks, Inc. COM 697435105 11,897,165 34,887 SH SOLE 34,887 0 0
Philip Morris International Inc. COM 718172109 4,896,872 27,068 SH SOLE 27,068 0 0
Powell Industries, Inc. COM 739128106 7,455,955 26,037 SH SOLE 26,037 0 0
QUALCOMM Incorporated COM 747525103 5,379,976 29,114 SH SOLE 29,114 0 0
SanDisk Corporation COM 80004C200 13,940,239 6,131 SH SOLE 6,131 0 0
Seagate Technology Holdings PLC COM G7997R103 8,786,325 9,105 SH SOLE 9,105 0 0
Southern Copper Corporation COM 84265V105 5,501,137 31,569 SH SOLE 31,569 0 0
Sterling Infrastructure, Inc. COM 859241101 10,476,892 12,482 SH SOLE 12,482 0 0
Symbotic Inc. Class A COM 87151X101 3,108,742 69,160 SH SOLE 69,160 0 0
Tapestry, Inc. COM 876030107 11,475,753 78,397 SH SOLE 78,397 0 0
TechnipFMC plc COM G87110105 10,207,150 153,954 SH SOLE 153,954 0 0
Tutor Perini Corporation COM 901109108 6,158,448 74,225 SH SOLE 74,225 0 0
VeriSign, Inc. COM 92343E106 7,041,668 27,992 SH SOLE 27,992 0 0
Vertiv Holdings Co. Class A COM 92537N108 15,449,934 46,144 SH SOLE 46,144 0 0
Visa Inc. Class A COM 92826C839 6,913,264 20,150 SH SOLE 20,150 0 0