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
ABBVIE INC COM 00287Y109 659,329 2,564 SH SOLE 2,564 0 0
ACCENTURE PLC SHS CLASS A G1151C101 13,135,046 104,137 SH SOLE 104,137 0 0
ADOBE INC COM 00724F101 6,973,183 33,407 SH SOLE 33,407 0 0
ADVANCED MICRO DEVICES INC COM 007903107 22,820,398 41,833 SH SOLE 41,833 0 0
AERCAP HOLDINGS NV SHS N00985106 16,587,938 111,189 SH SOLE 111,189 0 0
AGNICO EAGLE MINES LTD COM 008474108 12,023,323 77,400 SH SOLE 77,400 0 0
AIRBNB INC COM CL A 000906610 1,070,112 7,191 SH SOLE 7,191 0 0
ALPHABET INC CAP STK CL C 02079K107 28,248,073 79,527 SH SOLE 79,527 0 0
ALPHABET INC CAP STK CL A 02079K305 70,339,786 196,701 SH SOLE 196,701 0 0
AMERICAN EXPRESS CO COM 025816109 467,737 1,357 SH SOLE 1,357 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 13,283,603 29,403 SH SOLE 29,403 0 0
AMETEK INC COM 031100100 1,710,257 7,115 SH SOLE 7,115 0 0
AMPHENOL CORP CL A 032095101 1,231,455 7,318 SH SOLE 7,318 0 0
ANALOG DEVICES INC COM 032654105 1,012,567 2,556 SH SOLE 2,556 0 0
APPLE INC COM 037833100 101,953,729 357,877 SH SOLE 357,877 0 0
APPLIED MATERIALS INC COM 038222105 29,470,332 41,957 SH SOLE 41,957 0 0
APPLOVIN CORP COM CL A 03831W108 336,890 668 SH SOLE 668 0 0
ARISTA NETWORKS INC COM SHS 040413205 11,782,976 71,011 SH SOLE 71,011 0 0
AT&T INC COM 00206R102 727,942 32,993 SH SOLE 32,993 0 0
ATMOS ENERGY CORP COM 049560105 20,806,249 117,688 SH SOLE 117,688 0 0
AUTODESK INC COM 052769106 8,933,223 45,250 SH SOLE 45,250 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 7,450,235 32,751 SH SOLE 32,751 0 0
AUTOZONE INC COM 053332102 274,238 86 SH SOLE 86 0 0
AVALONBAY COMMUNITIES INC COM 053484101 8,213,916 42,168 SH SOLE 42,168 0 0
BANK NY MELLON CORP COM 064058100 12,079,385 83,074 SH SOLE 83,074 0 0
BANK OF AMERICA CORP COM 060505104 650,985 11,123 SH SOLE 11,123 0 0
BEST BUY CO INC COM 086516101 7,077,451 90,151 SH SOLE 90,151 0 0
BLACKROCK INC COM 00924D105 20,342,509 21,173 SH SOLE 21,173 0 0
BOOKING HOLDINGS INC COM 09857L108 11,427,542 61,956 SH SOLE 61,956 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 9,019,246 152,317 SH SOLE 152,317 0 0
BROADCOM INC COM 11135F101 43,464,631 115,411 SH SOLE 115,411 0 0
BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103 1,040,559 7,598 SH SOLE 7,598 0 0
CAMECO CORP COM 13321L108 282,263 2,700 SH SOLE 2,700 0 0
CANADIAN IMPERIAL BANK OF COMM COM 136069101 13,919,945 121,221 SH SOLE 121,221 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 8,126,494 39,731 SH SOLE 39,731 0 0
CARDINAL HEALTH INC COM 14149Y108 11,088,923 46,425 SH SOLE 46,425 0 0
CARVANA CO CALL 146869102 234,787 3,644 SH SOLE 3,644 0 0
CATERPILLAR INC COM 149123101 1,015,470 972 SH SOLE 972 0 0
CELESTICA INC COM 15101Q207 173,353 500 SH SOLE 500 0 0
CENCORA INC COM 03073E105 9,510,974 33,396 SH SOLE 33,396 0 0
CENTENE CORP COM 15135B101 540,356 8,280 SH SOLE 8,280 0 0
CGI INC CL A SUB VTG 12532H104 1,556,659 24,200 SH SOLE 24,200 0 0
CHARLES SCHWAB CORP/THE COM 808513105 1,403,626 15,330 SH SOLE 15,330 0 0
CIGNA GROUP/THE COM 125523100 7,593,638 26,942 SH SOLE 26,942 0 0
CISCO SYSTEMS INC COM 17275R102 26,524,365 222,868 SH SOLE 222,868 0 0
CITIGROUP INC COM NEW 172967424 18,333,090 127,242 SH SOLE 127,242 0 0
CME GROUP INC COM 12572Q105 627,475 2,839 SH SOLE 2,839 0 0
COCA-COLA EUROPACIF PTNERS PLC SHS G25839104 10,791,193 105,268 SH SOLE 105,268 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A 192446102 707,649 18,065 SH SOLE 18,065 0 0
COMCAST CORP CL A 20030N101 8,786,451 358,772 SH SOLE 358,772 0 0
COMFORT SYSTEMS USA INC COM 199908104 6,807,875 3,455 SH SOLE 3,455 0 0
CONSOLIDATED EDISON INC COM 209115104 11,727,103 103,283 SH SOLE 103,283 0 0
CONSTELLATION ENERGY CORP COM 21037T109 907,524 3,461 SH SOLE 3,461 0 0
CORNING INC COM 219350105 491,492 1,901 SH SOLE 1,901 0 0
COSTCO WHOLESALE CORP COM 22160K105 12,321,683 12,872 SH SOLE 12,872 0 0
CROWDSTRIKE HOLDINGS INC CL A 22788C105 479,267 638 SH SOLE 638 0 0
CURTISS-WRIGHT CORP COM 231561101 949,921 1,274 SH SOLE 1,274 0 0
CVS HEALTH CORP COM 126650100 421,458 4,024 SH SOLE 4,024 0 0
DARDEN RESTAURANTS INC COM 237194105 8,070,039 38,799 SH SOLE 38,799 0 0
DECKERS OUTDOOR CORP COM 243537107 781,494 7,631 SH SOLE 7,631 0 0
DELL TECHNOLOGIES INC CL C 24703L202 359,706 858 SH SOLE 858 0 0
DOLLAR GENERAL CORP COM 256677105 530,108 4,461 SH SOLE 4,461 0 0
EATON CORP PLC SHS G29183103 325,712 789 SH SOLE 789 0 0
EBAY INC COM 278642103 9,824,840 87,693 SH SOLE 87,693 0 0
ECOLAB INC COM 278865100 166,208 590 SH SOLE 590 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 9,613,645 104,272 SH SOLE 104,272 0 0
ELECTRONIC ARTS INC COM 285512109 651,043 3,140 SH SOLE 3,140 0 0
ELI LILLY & CO COM 532457108 26,817,012 21,563 SH SOLE 21,563 0 0
EMCOR GROUP INC COM 29084Q100 11,868,290 14,412 SH SOLE 14,412 0 0
EQUINIX INC COM 29444U700 645,202 588 SH SOLE 588 0 0
EXELON CORP COM 30161N101 1,303,851 27,348 SH SOLE 27,348 0 0
EXPEDIA GROUP INC COM NEW 30212P303 763,414 2,846 SH SOLE 2,846 0 0
EXPEDITORS INTL OF WASHINGTON COM 302130109 9,376,778 57,253 SH SOLE 57,253 0 0
F5 INC COM 315616102 11,016,643 26,537 SH SOLE 26,537 0 0
FASTENAL CO COM 311900104 900,779 18,794 SH SOLE 18,794 0 0
FERGUSON ENTERPRISES INC COM NEW 31488V107 6,996,687 28,999 SH SOLE 28,999 0 0
GAMING AND LEISURE PROPERTIES COM 36467J108 676,375 14,570 SH SOLE 14,570 0 0
GE VERNOVA INC COM 36828A101 12,838,225 11,516 SH SOLE 11,516 0 0
GENERAL DYNAMICS CORP COM 369550108 13,589,694 38,612 SH SOLE 38,612 0 0
GENERAL ELECTRIC CO COM NEW 369604301 729,311 1,930 SH SOLE 1,930 0 0
GILEAD SCIENCES INC COM 375558103 618,645 4,843 SH SOLE 4,843 0 0
HALLIBURTON CO COM 406216101 515,920 14,967 SH SOLE 14,967 0 0
HARTFORD INSURANCE GRP INC/THE COM 416515104 7,970,841 59,052 SH SOLE 59,052 0 0
HCA HEALTHCARE INC COM 40412C101 5,898,273 14,868 SH SOLE 14,868 0 0
HEWLETT PACKARD ENTERPRISE CO COM 42824C109 204,231 4,548 SH SOLE 4,548 0 0
HOME DEPOT INC/THE COM 437076102 24,544,542 69,193 SH SOLE 69,193 0 0
HOWMET AEROSPACE INC COM 443201108 9,726,744 35,817 SH SOLE 35,817 0 0
HUBBELL INC COM 443510607 8,043,115 15,454 SH SOLE 15,454 0 0
IBM-INTL BUSIN MACHINES CORP COM 458140100 10,461,813 37,217 SH SOLE 37,217 0 0
IDEXX LABORATORIES INC COM 45168D104 8,107,005 14,960 SH SOLE 14,960 0 0
ILLINOIS TOOL WORKS INC COM 452308109 540,911 2,000 SH SOLE 2,000 0 0
INTEL CORP COM 458140100 16,366,288 122,879 SH SOLE 122,879 0 0
INTERACTIVE BROKERS GROUP INC COM CL A 45841N107 569,532 6,386 SH SOLE 6,386 0 0
INTUIT INC COM 461202103 8,263,035 30,675 SH SOLE 30,675 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 402,701 981 SH SOLE 981 0 0
JB HUNT TRANSPORT SERVICES INC COM 445658107 1,199,637 4,121 SH SOLE 4,121 0 0
JOHNSON & JOHNSON COM 478160104 20,499,683 78,424 SH SOLE 78,424 0 0
JPMORGAN CHASE & CO COM 46625H100 28,788,288 86,434 SH SOLE 86,434 0 0
KENVUE INC COM 49177J102 7,309,439 379,064 SH SOLE 379,064 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,180,222 15,062 SH SOLE 15,062 0 0
KIMBERLY-CLARK CORP COM 494368103 1,517,795 13,657 SH SOLE 13,657 0 0
KLA CORP COM NEW 482480100 8,543,447 30,350 SH SOLE 30,350 0 0
LAM RESEARCH CORP COM NEW 512807306 20,364,321 49,012 SH SOLE 49,012 0 0
LAS VEGAS SANDS CORP COM 517834107 6,678,058 142,427 SH SOLE 142,427 0 0
LOCKHEED MARTIN CORP COM 539830109 976,765 1,924 SH SOLE 1,924 0 0
LOGITECH INTERNATIONAL SA SHS H50430232 1,525,910 15,333 SH SOLE 15,333 0 0
LOWE S COS INC COM 548661107 525,492 2,366 SH SOLE 2,366 0 0
MANULIFE FINANCIAL CORP COM 56501R106 22,741,106 552,839 SH SOLE 552,839 0 0
MARATHON PETROLEUM CORP COM 56585A102 862,877 3,292 SH SOLE 3,292 0 0
MARRIOTT INTERNATIONAL INC/MD CL A 571903202 816,125 2,153 SH SOLE 2,153 0 0
MARVELL TECHNOLOGY INC COM 573874104 542,883 1,933 SH SOLE 1,933 0 0
MASTERCARD INC CL A 57636Q104 20,051,439 38,910 SH SOLE 38,910 0 0
MCDONALD S CORP COM 580135101 10,011,134 37,056 SH SOLE 37,056 0 0
MERCADOLIBRE INC COM 58733R102 4,704,099 2,764 SH SOLE 2,764 0 0
MERCK & CO INC COM 58933Y105 509,036 3,891 SH SOLE 3,891 0 0
MICRON TECHNOLOGY INC COM 595112103 39,063,808 33,732 SH SOLE 33,732 0 0
MICROSOFT CORP COM 594918104 80,229,557 215,275 SH SOLE 215,275 0 0
MORGAN STANLEY COM NEW 617446448 9,173,895 42,852 SH SOLE 42,852 0 0
NEBIUS GROUP NV SHS CLASS A N97284108 27,706,228 104,922 SH SOLE 104,922 0 0
NETFLIX INC COM 64110L106 976,485 13,089 SH SOLE 13,089 0 0
NEWMONT CORP COM 651639106 5,715,356 59,806 SH SOLE 59,806 0 0
NIKE INC CL B 654106103 260,717 6,216 SH SOLE 6,216 0 0
NORTHERN TRUST CORP COM 665859104 1,045,964 5,914 SH SOLE 5,914 0 0
NVIDIA CORP COM 67066G104 122,702,273 622,392 SH SOLE 622,392 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 389,736 4,275 SH SOLE 4,275 0 0
OMNICOM GROUP INC COM 681919106 806,683 10,791 SH SOLE 10,791 0 0
ORACLE CORP COM 68389X105 6,880,747 46,053 SH SOLE 46,053 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 819,642 7,006 SH SOLE 7,006 0 0
PALO ALTO NETWORKS INC COM 697435105 653,283 1,946 SH SOLE 1,946 0 0
PEMBINA PIPELINE CORP COM 706327103 674,518 14,300 SH SOLE 14,300 0 0
PENTAIR PLC SHS G7S00T104 8,425,194 109,203 SH SOLE 109,203 0 0
PEPSICO INC COM 713448108 1,020,298 7,276 SH SOLE 7,276 0 0
PHILLIPS 66 COM 718546104 10,072,066 57,230 SH SOLE 57,230 0 0
PROCTER & GAMBLE CO/THE COM 742718109 19,906,743 132,617 SH SOLE 132,617 0 0
PROLOGIS INC COM 74340W103 11,845,719 84,347 SH SOLE 84,347 0 0
QUALCOMM INC COM 747525103 468,669 2,456 SH SOLE 2,456 0 0
QUANTA SERVICES INC COM 74762E102 709,421 982 SH SOLE 982 0 0
REALTY INCOME CORP COM 756109104 9,205,349 144,412 SH SOLE 144,412 0 0
REGENERON PHARMACEUTICALS INC COM 75886F107 488,090 764 SH SOLE 764 0 0
RESMED INC COM 761152107 7,712,589 38,439 SH SOLE 38,439 0 0
RESTAURANT BRANDS INTERNAT INC COM 76131D103 9,451,731 127,600 SH SOLE 127,600 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 959,482 2,952 SH SOLE 2,952 0 0
RTX CORP COM 75513E101 8,943,134 47,213 SH SOLE 47,213 0 0
SALESFORCE INC COM 79466L302 356,913 2,235 SH SOLE 2,235 0 0
SEAGATE TECHNOLOGY HLDG PLC ORD SHS G7997R103 514,153 525 SH SOLE 525 0 0
SERVICENOW INC COM 81762P102 6,018,754 59,541 SH SOLE 59,541 0 0
SOFI TECHNOLOGIES INC COM 83406F102 521,589 28,358 SH SOLE 28,358 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 928,823 1,987 SH SOLE 1,987 0 0
STANTEC INC PORTFOLIO S&P500 85472N109 8,660,792 124,200 SH SOLE 124,200 0 0
STARBUCKS CORP COM 855244109 291,884 2,774 SH SOLE 2,774 0 0
STATE STREET CORP COM 857477103 19,102,726 111,011 SH SOLE 111,011 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 0 0 SH SOLE 0 0 0
SYNCHRONY FINANCIAL COM 87165B103 8,502,410 107,293 SH SOLE 107,293 0 0
T ROWE PRICE GROUP INC COM 74144T108 12,836,624 110,989 SH SOLE 110,989 0 0
TARGET CORP COM 87612E106 8,021,975 59,240 SH SOLE 59,240 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 706,083 1,089 SH SOLE 1,089 0 0
TESLA INC COM 88160R101 30,528,998 73,310 SH SOLE 73,310 0 0
TEXAS INSTRUMENTS INC COM 882508104 649,788 2,251 SH SOLE 2,251 0 0
TEXAS PACIFIC LAND CORP COM 88262P102 7,023,582 16,539 SH SOLE 16,539 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,831,796 19,200 SH SOLE 19,200 0 0
TJX COS INC/THE COM 872540109 1,046,265 6,842 SH SOLE 6,842 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 17,640,565 36,319 SH SOLE 36,319 0 0
TRANSUNION COM 89400J107 6,153,204 84,765 SH SOLE 84,765 0 0
TRAVELERS COS INC/THE COM 89417E109 13,453,582 40,090 SH SOLE 40,090 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,818,835 141,714 SH SOLE 141,714 0 0
ULTA BEAUTY INC COM 90384S303 5,388,953 11,608 SH SOLE 11,608 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,247,031 14,716 SH SOLE 14,716 0 0
VALERO ENERGY CORP COM 91913Y100 12,607,746 46,818 SH SOLE 46,818 0 0
VEEVA SYSTEMS INC CL A COM 922475108 10,124,407 56,819 SH SOLE 56,819 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 13,990,596 313,745 SH SOLE 313,745 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 4,765,206 15,352 SH SOLE 15,352 0 0
VICI PROPERTIES INC COM 925652109 764,258 27,808 SH SOLE 27,808 0 0
VISA INC COM CL A 92826C839 11,680,813 33,812 SH SOLE 33,812 0 0
WABTEC CORP COM 929740108 15,078,836 55,581 SH SOLE 55,581 0 0
WALMART INC COM 931142103 14,126,020 121,903 SH SOLE 121,903 0 0
WALT DISNEY CO/THE COM 254687106 462,452 4,637 SH SOLE 4,637 0 0
WATERS CORP COM 941848103 763,132 2,046 SH SOLE 2,046 0 0
WESTERN DIGITAL CORP COM 958102105 15,268,698 23,164 SH SOLE 23,164 0 0
WILLIAMS-SONOMA INC COM 969904101 12,035,929 49,561 SH SOLE 49,561 0 0