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
Exxon Mobil Corp COM 30231G102 14,563,961 106,524 SH SOLE 106,524 0 0
Apple Inc COM 037833100 1,238,237,703 4,279,229 SH SOLE 4,279,229 0 0
AbbVie Inc COM 00287Y109 136,485,006 542,382 SH SOLE 542,382 0 0
Analog Devices Inc COM 032654105 67,360,826 169,602 SH SOLE 169,602 0 0
ADMA Biologics Inc COM 000899104 12,747,351 1,522,981 SH SOLE 1,522,981 0 0
Automatic Data Processing Inc COM 053015103 40,609,301 181,332 SH SOLE 181,332 0 0
Arthur J Gallagher & Co COM 363576109 33,272,958 144,936 SH SOLE 144,936 0 0
Astera Labs Inc COM 04626A103 17,338,003 35,895 SH SOLE 35,895 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107 49,797,587 165,424 SH SOLE 165,424 0 0
Applied Materials Inc COM 038222105 235,995,876 326,412 SH SOLE 326,412 0 0
Advanced Micro Devices Inc COM 007903107 346,945,012 597,244 SH SOLE 597,244 0 0
AMETEK Inc COM 031100100 102,860,307 425,148 SH SOLE 425,148 0 0
Amgen Inc COM 031162100 54,808,673 151,355 SH SOLE 151,355 0 0
Amazon.com Inc COM 023135106 844,842,606 3,544,695 SH SOLE 3,544,695 0 0
Arista Networks Inc COM 040413205 232,000,189 1,365,671 SH SOLE 1,365,671 0 0
Amphenol Corp COM 032095101 112,414,579 637,560 SH SOLE 637,560 0 0
Apollo Global Management Inc COM 03769M106 35,384,865 299,086 SH SOLE 299,086 0 0
Argenx SE ADR 04016X101 20,865,547 22,490 SH SOLE 22,490 0 0
Arrowhead Pharmaceuticals Inc COM 04280A100 17,041,133 209,068 SH SOLE 209,068 0 0
ASML Holding NV COM N07059210 13,199,934 6,635 SH SOLE 6,635 0 0
Broadcom Inc COM 11135F101 587,833,018 1,556,143 SH SOLE 1,556,143 0 0
Bank of America Corp COM 060505104 184,293,092 3,234,347 SH SOLE 3,234,347 0 0
Bloom Energy Corp COM 093712107 181,949,943 601,090 SH SOLE 601,090 0 0
BJ's Wholesale Club Holdings I COM 05550J101 57,076,070 654,392 SH SOLE 654,392 0 0
Booking Holdings Inc COM 09857L108 38,657,939 216,887 SH SOLE 216,887 0 0
TopBuild Corp COM 89055F103 44,939,514 126,758 SH SOLE 126,758 0 0
Brookfield Corp COM 11271J107 27,219,094 638,216 SH SOLE 638,216 0 0
Bank of New York Mellon Corp/T COM 064058100 89,004,129 615,477 SH SOLE 615,477 0 0
Berkshire Hathaway Inc COM 084670702 197,698,084 395,088 SH SOLE 395,088 0 0
Chubb Ltd COM H1467J104 3,771,992 11,070 SH SOLE 11,070 0 0
Church & Dwight Co Inc COM 171340102 60,210,145 621,492 SH SOLE 621,492 0 0
Ciena Corp COM 171779309 15,780,825 32,169 SH SOLE 32,169 0 0
CME Group Inc COM 12572Q105 299,092,594 1,354,402 SH SOLE 1,354,402 0 0
CenterPoint Energy Inc COM 15189T107 37,095,420 842,312 SH SOLE 842,312 0 0
Canadian Natural Resources Ltd COM 136385101 3,812,822 96,394 SH SOLE 96,394 0 0
Coherent Corp COM 19247G107 17,789,414 45,097 SH SOLE 45,097 0 0
Canadian Pacific Kansas City L COM 13646K108 47,096,766 543,436 SH SOLE 543,436 0 0
Copart Inc COM 217204106 27,245,945 966,511 SH SOLE 966,511 0 0
Credo Technology Group Holding COM G25457105 11,838,527 43,532 SH SOLE 43,532 0 0
CRH PLC COM G25508105 53,604,218 500,974 SH SOLE 500,974 0 0
CRISPR Therapeutics AG COM H17182108 7,836,962 143,692 SH SOLE 143,692 0 0
Crowdstrike Holdings Inc COM 22788C105 31,227,689 40,920 SH SOLE 40,920 0 0
Cintas Corp COM 172908105 40,090,237 235,714 SH SOLE 235,714 0 0
CareTrust REIT Inc COM 14174T107 80,301,584 1,990,126 SH SOLE 1,990,126 0 0
Cenovus Energy Inc COM 15135U109 41,461,549 1,671,658 SH SOLE 1,671,658 0 0
Chevron Corp COM 166764100 1,976,522 11,924 SH SOLE 11,924 0 0
Delta Air Lines Inc COM 247361702 449,345,183 4,797,621 SH SOLE 4,797,621 0 0
Dell Technologies Inc COM 24703L202 96,887,795 224,558 SH SOLE 224,558 0 0
Dollar General Corp COM 256677105 298,282,931 2,591,286 SH SOLE 2,591,286 0 0
DTE Energy Co COM 233331107 24,446,700 160,443 SH SOLE 160,443 0 0
Devon Energy Corp COM 25179M103 36,924,833 893,631 SH SOLE 893,631 0 0
Elevance Health Inc COM 036752103 47,324,537 122,371 SH SOLE 122,371 0 0
EOG Resources Inc COM 26875P101 189,460,416 1,460,421 SH SOLE 1,460,421 0 0
Eversource Energy COM 30040W108 960,107 13,285 SH SOLE 13,285 0 0
Entergy Corp COM 29364G103 1,080,143 9,404 SH SOLE 9,404 0 0
Expeditors International of Wa COM 302130109 67,993,463 417,189 SH SOLE 417,189 0 0
Freeport-McMoRan Inc COM 35671D857 66,435,990 1,056,384 SH SOLE 1,056,384 0 0
General Electric Co COM 369604301 11,099,781 29,700 SH SOLE 29,700 0 0
GE Vernova Inc COM 36828A101 372,013,545 316,645 SH SOLE 316,645 0 0
Gilead Sciences Inc COM 375558103 65,892,880 521,552 SH SOLE 521,552 0 0
Corning Inc COM 219350105 35,848,068 140,344 SH SOLE 140,344 0 0
General Motors Co COM 37045V100 277,991,872 3,606,537 SH SOLE 3,606,537 0 0
Alphabet Inc COM 02079K305 1,405,385,757 3,932,579 SH SOLE 3,932,579 0 0
GSK PLC ADR 37733W204 27,786,794 530,080 SH SOLE 530,080 0 0
Halliburton Co COM 406216101 30,462,113 897,264 SH SOLE 897,264 0 0
HCA Healthcare Inc COM 40412C101 355,737,196 912,404 SH SOLE 912,404 0 0
HEICO Corp COM 422806208 45,480,623 176,343 SH SOLE 176,343 0 0
Hubbell Inc COM 443510607 15,467,362 29,563 SH SOLE 29,563 0 0
Installed Building Products In COM 45780R101 37,127,894 161,538 SH SOLE 161,538 0 0
IDEXX Laboratories Inc COM 45168D104 70,725,108 134,346 SH SOLE 134,346 0 0
Intel Corp COM 458140100 258,923,030 1,854,351 SH SOLE 1,854,351 0 0
Intuit Inc COM 461202103 23,811,291 91,231 SH SOLE 91,231 0 0
Ionis Pharmaceuticals Inc COM 462222100 17,435,554 219,896 SH SOLE 219,896 0 0
Jones Lang LaSalle Inc COM 48020Q107 64,647,201 208,573 SH SOLE 208,573 0 0
Johnson & Johnson COM 478160104 63,097,069 248,443 SH SOLE 248,443 0 0
JPMorgan Chase & Co COM 46625H100 228,843,277 699,121 SH SOLE 699,121 0 0
KB Financial Group Inc ADR 48241A105 9,440,522 89,944 SH SOLE 89,944 0 0
Keysight Technologies Inc COM 49338L103 14,952,540 42,713 SH SOLE 42,713 0 0
KLA Corp COM 482480100 99,721,189 330,520 SH SOLE 330,520 0 0
Kinder Morgan Inc COM 49456B101 100,692,200 3,149,584 SH SOLE 3,149,584 0 0
Kinsale Capital Group Inc COM 49714P108 138,512,614 419,977 SH SOLE 419,977 0 0
Krystal Biotech Inc COM 501147102 13,054,537 35,124 SH SOLE 35,124 0 0
Lithia Motors Inc COM 536797103 60,817,567 209,362 SH SOLE 209,362 0 0
Lear Corp COM 521865204 45,133,310 336,665 SH SOLE 336,665 0 0
Lumentum Holdings Inc COM 55024U109 14,382,802 16,762 SH SOLE 16,762 0 0
Eli Lilly & Co COM 532457108 149,993,519 125,054 SH SOLE 125,054 0 0
Lockheed Martin Corp COM 539830109 12,125,657 23,801 SH SOLE 23,801 0 0
Lam Research Corp COM 512807306 313,864,386 724,308 SH SOLE 724,308 0 0
McDonald's Corp COM 580135101 95,268,867 352,443 SH SOLE 352,443 0 0
MercadoLibre Inc COM 58733R102 14,227,523 8,382 SH SOLE 8,382 0 0
Meta Platforms Inc COM 30303M102 508,766,908 903,206 SH SOLE 903,206 0 0
Merck & Co Inc COM 58933Y105 47,690,591 371,133 SH SOLE 371,133 0 0
Marvell Technology Inc COM 573874104 63,075,229 211,740 SH SOLE 211,740 0 0
Morgan Stanley COM 617446448 122,642,723 586,695 SH SOLE 586,695 0 0
Microsoft Corp COM 594918104 928,895,896 2,490,204 SH SOLE 2,490,204 0 0
Mettler-Toledo International I COM 592688105 79,826,490 62,486 SH SOLE 62,486 0 0
Micron Technology Inc COM 595112103 239,704,479 207,664 SH SOLE 207,664 0 0
MaxLinear Inc COM 57776J100 10,446,096 81,591 SH SOLE 81,591 0 0
Neurocrine Biosciences Inc COM 64125C109 21,287,319 126,308 SH SOLE 126,308 0 0
Newmont Corp COM 651639106 183,694,263 1,966,748 SH SOLE 1,966,748 0 0
Netflix Inc COM 64110L106 93,676,443 1,311,995 SH SOLE 1,311,995 0 0
Northrop Grumman Corp COM 666807102 130,786,224 256,791 SH SOLE 256,791 0 0
NRG Energy Inc COM 629377508 459,359 3,145 SH SOLE 3,145 0 0
NU Holdings Ltd/Cayman Islands COM G6683N103 35,059,098 2,624,184 SH SOLE 2,624,184 0 0
NVIDIA Corp COM 67066G104 1,695,707,325 8,474,723 SH SOLE 8,474,723 0 0
NXP Semiconductors NV COM N6596X109 47,945,404 170,606 SH SOLE 170,606 0 0
Old Dominion Freight Line Inc COM 679580100 52,808,813 243,808 SH SOLE 243,808 0 0
OGE Energy Corp COM 670837103 37,680,358 774,360 SH SOLE 774,360 0 0
Ollie's Bargain Outlet Holding COM 681116109 47,936,910 623,529 SH SOLE 623,529 0 0
BeOne Medicines Ltd ADR 07725L102 20,816,489 73,048 SH SOLE 73,048 0 0
Oracle Corp COM 68389X105 43,838,527 299,137 SH SOLE 299,137 0 0
Occidental Petroleum Corp COM 674599105 42,138,069 867,574 SH SOLE 867,574 0 0
Palo Alto Networks Inc COM 697435105 52,245,969 153,205 SH SOLE 153,205 0 0
PACCAR Inc COM 693718108 64,702,998 538,653 SH SOLE 538,653 0 0
PG&E Corp COM 69331C108 37,448,317 2,226,416 SH SOLE 2,226,416 0 0
Public Service Enterprise Grou COM 744573106 37,904,642 467,036 SH SOLE 467,036 0 0
PepsiCo Inc COM 713448108 125,820,721 929,252 SH SOLE 929,252 0 0
Progressive Corp/The COM 743315103 433,664,537 1,985,189 SH SOLE 1,985,189 0 0
Parker-Hannifin Corp COM 701094104 99,047,366 101,263 SH SOLE 101,263 0 0
Prologis Inc COM 74340W103 71,846,515 530,350 SH SOLE 530,350 0 0
Palantir Technologies Inc COM 69608A108 156,389,485 1,340,443 SH SOLE 1,340,443 0 0
PNC Financial Services Group I COM 693475105 65,939,440 267,807 SH SOLE 267,807 0 0
Primerica Inc COM 74164M108 74,997,822 263,891 SH SOLE 263,891 0 0
QUALCOMM Inc COM 747525103 50,541,174 273,506 SH SOLE 273,506 0 0
ResMed Inc COM 761152107 49,778,588 255,432 SH SOLE 255,432 0 0
Rollins Inc COM 775711104 33,493,595 802,434 SH SOLE 802,434 0 0
RPM International Inc COM 749685103 33,515,615 301,535 SH SOLE 301,535 0 0
Range Resources Corp COM 75281A109 39,341,590 1,057,854 SH SOLE 1,057,854 0 0
Reliance Inc COM 759509102 62,061,311 166,117 SH SOLE 166,117 0 0
Revolution Medicines Inc COM 76155X100 12,060,270 64,397 SH SOLE 64,397 0 0
Saia Inc COM 78709Y105 34,869,942 82,795 SH SOLE 82,795 0 0
Shell PLC ADR 780259305 10,366,400 133,691 SH SOLE 133,691 0 0
Shopify Inc COM 82509L107 49,295,959 431,739 SH SOLE 431,739 0 0
SiTime Corp COM 82982T106 4,097,598 5,496 SH SOLE 5,496 0 0
Sylvamo Corp COM 871332102 599,130 15,850 SH SOLE 15,850 0 0
Synopsys Inc COM 871607107 71,115,156 159,426 SH SOLE 159,426 0 0
STERIS PLC COM G8473T100 63,595,720 302,017 SH SOLE 302,017 0 0
Steel Dynamics Inc COM 858119100 527,523,033 2,298,976 SH SOLE 2,298,976 0 0
Seagate Technology Holdings PL COM G7997R103 61,540,945 63,773 SH SOLE 63,773 0 0
Suncor Energy Inc COM 867224107 141,089,123 2,623,555 SH SOLE 2,623,555 0 0
Sunbelt Rentals Holdings Inc COM 866966104 52,107,858 696,536 SH SOLE 696,536 0 0
Stryker Corp COM 863667101 80,306,868 255,072 SH SOLE 255,072 0 0
Thor Industries Inc COM 885160101 308,130,746 4,099,664 SH SOLE 4,099,664 0 0
T-Mobile US Inc COM 872590104 81,115,905 483,610 SH SOLE 483,610 0 0
Tesla Inc COM 88160R101 98,367,825 233,875 SH SOLE 233,875 0 0
Taiwan Semiconductor Manufactu ADR 874039100 635,139,923 1,329,941 SH SOLE 1,329,941 0 0
Tyson Foods Inc COM 902494103 73,724,031 1,287,756 SH SOLE 1,287,756 0 0
UBS Group AG COM H42097107 100,861,379 2,031,327 SH SOLE 2,031,327 0 0
UnitedHealth Group Inc COM 91324P102 115,411,723 277,679 SH SOLE 277,679 0 0
Union Pacific Corp COM 907818108 85,651,712 314,896 SH SOLE 314,896 0 0
United Therapeutics Corp COM 91307C102 11,005,651 20,312 SH SOLE 20,312 0 0
Visa Inc COM 92826C839 533,395,847 1,554,682 SH SOLE 1,554,682 0 0
Valero Energy Corp COM 91913Y100 341,699,103 1,312,007 SH SOLE 1,312,007 0 0
Vertiv Holdings Co COM 92537N108 34,508,223 103,065 SH SOLE 103,065 0 0
Vertex Pharmaceuticals Inc COM 92532F100 255,408,135 514,179 SH SOLE 514,179 0 0
WEC Energy Group Inc COM 92939U106 24,115,807 206,524 SH SOLE 206,524 0 0
Welltower Inc COM 95040Q104 935,343 4,121 SH SOLE 4,121 0 0
Walmart Inc COM 931142103 111,388,605 983,477 SH SOLE 983,477 0 0