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
AGNICO EAGLE MINES LTD COM 008474108 354,040,925 2,279,512 SH SOLE 2,279,512 0 0
LINDE PLC SHS G54950103 339,101,343 653,450 SH SOLE 653,450 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 39,570,305 80,565 SH SOLE 80,565 0 0
STELLANTIS N.V SHS N82405106 148,252,356 26,068,935 SH SOLE 26,068,935 0 0
ABBVIE INC COM 00287Y109 41,040,723 163,093 SH SOLE 163,093 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,191,670 27,000 SH SOLE 27,000 0 0
ALPHABET INC CAP STK CL A 02079K305 962,947,045 2,694,538 SH SOLE 2,694,538 0 0
AMAZON COM INC COM 023135106 532,953,027 2,236,104 SH SOLE 2,236,104 0 0
CENCORA INC COM 03073E105 23,816,163 84,162 SH SOLE 84,162 0 0
AMGEN INC COM 031162100 32,590,800 90,000 SH SOLE 90,000 0 0
APPLE INC COM 037833100 567,634,908 1,961,691 SH SOLE 1,961,691 0 0
APPLIED MATLS INC COM 038222105 635,374,569 878,803 SH SOLE 878,803 0 0
ARISTA NETWORKS INC COM SHS 040413205 98,054,736 577,200 SH SOLE 577,200 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 319,113,000 900,000 SH SOLE 900,000 0 0
BANK OF AMER CORP COM 060505104 213,675,000 3,750,000 SH SOLE 3,750,000 0 0
BIOGEN INC COM 09062X103 152,148,588 704,196 SH SOLE 704,196 0 0
BOSTON SCIENTIFIC CORP COM 101137107 143,349,316 3,358,700 SH SOLE 3,358,700 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 209,755,987 3,640,333 SH SOLE 3,640,333 0 0
BROADCOM INC COM 11135F101 813,795,136 2,154,322 SH SOLE 2,154,322 0 0
THE CIGNA GROUP COM 125523100 25,224,720 91,500 SH SOLE 91,500 0 0
CARLISLE COS INC COM 142339100 28,735,604 79,216 SH SOLE 79,216 0 0
COLGATE PALMOLIVE CO COM 194162103 29,365,104 320,300 SH SOLE 320,300 0 0
COMFORT SYS USA INC COM 199908104 28,857,192 14,560 SH SOLE 14,560 0 0
CONSTELLATION ENERGY CORP COM 21037T109 5,942,997 23,928 SH SOLE 23,928 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 562,996,614 737,737 SH SOLE 737,737 0 0
CUMMINS INC COM 231021106 54,967,808 77,071 SH SOLE 77,071 0 0
DATADOG INC CL A COM 23804L103 364,504,000 1,400,000 SH SOLE 1,400,000 0 0
DEXCOM INC COM 252131107 147,498,453 2,190,029 SH SOLE 2,190,029 0 0
DISNEY WALT CO COM 254687106 192,500,000 2,000,000 SH SOLE 2,000,000 0 0
DOLLAR GEN CORP COM 256677105 67,437,309 585,851 SH SOLE 585,851 0 0
DOVER CORP COM 260003108 49,431,312 220,400 SH SOLE 220,400 0 0
EQT CORP COM 26884L109 10,899,850 205,000 SH SOLE 205,000 0 0
EQUIFAX INC COM 294429105 16,665,600 105,000 SH SOLE 105,000 0 0
META PLATFORMS INC CL A 30303M102 702,130,282 1,246,481 SH SOLE 1,246,481 0 0
FIRST SOLAR INC COM 336433107 42,189,648 178,800 SH SOLE 178,800 0 0
GE VERNOVA INC COM 36828A101 195,638,862 166,521 SH SOLE 166,521 0 0
GENERAL MILLS INC COM 370334104 3,514,800 101,000 SH SOLE 101,000 0 0
GENUINE PARTS CO COM 372460105 24,622,426 208,700 SH SOLE 208,700 0 0
GILEAD SCIENCES INC COM 375558103 61,736,925 488,657 SH SOLE 488,657 0 0
HERSHEY CO COM 427866108 2,368,575 13,500 SH SOLE 13,500 0 0
INTUITIVE SURGICAL INC COM 46120E602 235,272,658 591,613 SH SOLE 591,613 0 0
JPMORGAN CHASE & CO COM 46625H100 294,597,000 900,000 SH SOLE 900,000 0 0
JOHNSON & JOHNSON COM 478160104 67,561,861 266,023 SH SOLE 266,023 0 0
ELI LILLY & CO COM 532457108 621,615,392 518,259 SH SOLE 518,259 0 0
MASTERCARD INCORPORATED CL A 57636Q104 355,079,414 691,354 SH SOLE 691,354 0 0
MERCK & CO INC COM 58933Y105 68,812,007 535,502 SH SOLE 535,502 0 0
MICROSOFT CORP COM 594918104 1,393,699,332 3,736,259 SH SOLE 3,736,259 0 0
MICRON TECHNOLOGY INC COM 595112103 1,013,466,620 878,000 SH SOLE 878,000 0 0
MONGODB INC CL A 60937P106 190,099,246 565,940 SH SOLE 565,940 0 0
NETFLIX INC. COM 64110L106 285,600,000 4,000,000 SH SOLE 4,000,000 0 0
NEXTERA ENERGY INC COM 65339F101 359,857,000 4,100,000 SH SOLE 4,100,000 0 0
NIKE INC CL B 654106103 232,991,590 5,675,800 SH SOLE 5,675,800 0 0
NVIDIA CORPORATION COM 67066G104 1,370,294,755 6,848,392 SH SOLE 6,848,392 0 0
PNC FINL SVCS GROUP INC COM 693475105 29,669,510 120,500 SH SOLE 120,500 0 0
PALO ALTO NETWORKS INC COM 697435105 506,030,029 1,483,872 SH SOLE 1,483,872 0 0
QUALCOMM INC COM 747525103 79,260,496 428,922 SH SOLE 428,922 0 0
QUANTA SVCS INC COM 74762E102 533,582,762 741,046 SH SOLE 741,046 0 0
RESMED INC COM 761152107 91,204,620 468,004 SH SOLE 468,004 0 0
SALESFORCE INC COM 79466L302 140,069,236 894,097 SH SOLE 894,097 0 0
SERVICENOW INC COM 81762P102 414,200,528 4,172,044 SH SOLE 4,172,044 0 0
STRYKER CORPORATION COM 863667101 35,753,230 113,560 SH SOLE 113,560 0 0
SYNOPSYS INC COM 871607107 320,615,935 718,757 SH SOLE 718,757 0 0
TJX COS INC NEW COM 872540109 59,736,450 394,300 SH SOLE 394,300 0 0
TERADYNE INC COM 880770102 87,208,289 180,242 SH SOLE 180,242 0 0
UBER TECHNOLOGIES INC COM 90353T100 234,208,702 3,245,686 SH SOLE 3,245,686 0 0
UNITEDHEALTH GROUP INC COM 91324P102 124,689,000 300,000 SH SOLE 300,000 0 0
VISA INC COM CL A 92826C839 21,561,491 62,845 SH SOLE 62,845 0 0
ZOETIS INC CL A 98978V103 9,075,415 126,293 SH SOLE 126,293 0 0