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
NVIDIA CORPORATION COM 67066G104 471,472,067 2,356,300 SH SOLE 0 0 2,356,300
APPLE INC COM 037833100 382,182,637 1,320,786 SH SOLE 0 0 1,320,786
ALPHABET INC CAP STK CL A 02079K305 332,007,451 929,030 SH SOLE 0 0 929,030
LAM RESEARCH CORP COM NEW 512807306 327,034,151 754,700 SH SOLE 0 0 754,700
BROADCOM INC COM 11135F101 321,915,528 852,192 SH SOLE 0 0 852,192
KLA CORP COM NEW 482480100 279,580,175 926,652 SH SOLE 0 0 926,652
AMAZON COM INC COM 023135106 237,396,174 996,040 SH SOLE 0 0 996,040
MICROSOFT CORP COM 594918104 230,216,753 617,170 SH SOLE 0 0 617,170
TEXAS INSTRS INC COM 882508104 226,643,784 760,371 SH SOLE 0 0 760,371
VISA INC COM CL A 92826C839 215,693,478 628,679 SH SOLE 0 0 628,679
ARISTA NETWORKS INC COM SHS 040413205 201,282,318 1,184,850 SH SOLE 0 0 1,184,850
ABBVIE INC COM 00287Y109 199,537,686 792,949 SH SOLE 0 0 792,949
BANK OF AMER CORP COM 060505104 198,598,092 3,485,400 SH SOLE 0 0 3,485,400
META PLATFORMS INC CL A 30303M102 192,757,838 342,200 SH SOLE 0 0 342,200
NEXTERA ENERGY INC COM 65339F101 180,493,037 2,056,432 SH SOLE 0 0 2,056,432
THERMO FISHER SCIENTIFIC INC COM 883556102 179,973,199 358,970 SH SOLE 0 0 358,970
EQUINIX INC COM 29444U700 170,940,494 163,989 SH SOLE 0 0 163,989
JOHNSON & JOHNSON COM 478160104 165,089,643 650,036 SH SOLE 0 0 650,036
GILEAD SCIENCES INC COM 375558103 163,685,599 1,295,596 SH SOLE 0 0 1,295,596
CONSTELLATION ENERGY CORP COM 21037T109 154,227,835 620,960 SH SOLE 0 0 620,960
AMPHENOL CORP CL A 032095101 151,123,872 857,100 SH SOLE 0 0 857,100
QUALCOMM INC COM 747525103 149,199,446 807,400 SH SOLE 0 0 807,400
MASTERCARD INCORPORATED CL A 57636Q104 148,759,104 289,640 SH SOLE 0 0 289,640
CHENIERE ENERGY INC COM NEW 16411R208 140,122,003 586,260 SH SOLE 0 0 586,260
CISCO SYS INC COM 17275R102 138,024,427 1,175,076 SH SOLE 0 0 1,175,076
STRYKER CORPORATION COM 863667101 128,366,565 407,720 SH SOLE 0 0 407,720
PUBLIC SVC ENTERPRISE GROUP COM 744573106 110,430,354 1,360,650 SH SOLE 0 0 1,360,650
ALTRIA GROUP INC COM 02209S103 90,987,970 1,264,600 SH SOLE 0 0 1,264,600
NETAPP INC COM 64110D104 82,216,250 531,250 SH SOLE 0 0 531,250
MCKESSON CORP COM 58155Q103 81,334,295 107,642 SH SOLE 0 0 107,642
FASTENAL CO COM 311900104 79,540,082 1,656,050 SH SOLE 0 0 1,656,050
WW GRAINGER INC COM 384802104 73,526,899 54,048 SH SOLE 0 0 54,048
PARKER-HANNIFIN CORP COM 701094104 71,794,008 73,400 SH SOLE 0 0 73,400
EXPEDIA GROUP INC COM NEW 30212P303 68,744,465 268,659 SH SOLE 0 0 268,659
INSMED INC COM PAR $.01 457669307 64,473,114 604,700 SH SOLE 0 0 604,700
BRISTOL-MYERS SQUIBB CO COM 110122108 59,965,134 1,040,700 SH SOLE 0 0 1,040,700
CADENCE DESIGN SYSTEM INC COM 127387108 54,871,784 146,200 SH SOLE 0 0 146,200
TAPESTRY INC COM 876030107 52,195,595 356,576 SH SOLE 0 0 356,576
TRANE TECHNOLOGIES PLC SHS G8994E103 51,080,640 104,000 SH SOLE 0 0 104,000
ANALOG DEVICES INC COM 032654105 50,019,590 125,940 SH SOLE 0 0 125,940
FORTINET INC COM 34959E109 47,591,476 309,800 SH SOLE 0 0 309,800
ADOBE INC COM 00724F101 44,645,155 217,760 SH SOLE 0 0 217,760
TJX COS INC NEW COM 872540109 40,935,300 270,200 SH SOLE 0 0 270,200
HP INC COM 40434L105 39,180,781 1,785,815 SH SOLE 0 0 1,785,815
AUTODESK INC COM 052769106 38,940,771 200,292 SH SOLE 0 0 200,292
F5 INC COM 315616102 37,856,520 91,010 SH SOLE 0 0 91,010
FORTIVE CORP COM 34959J108 36,922,796 604,400 SH SOLE 0 0 604,400
WILLIAMS SONOMA INC COM 969904101 36,293,670 155,700 SH SOLE 0 0 155,700
KEYSIGHT TECHNOLOGIES INC COM 49338L103 36,099,218 103,120 SH SOLE 0 0 103,120
HCA HEALTHCARE INC COM 40412C101 36,044,161 92,447 SH SOLE 0 0 92,447
MOTOROLA SOLUTIONS INC COM NEW 620076307 35,532,212 85,560 SH SOLE 0 0 85,560
SALESFORCE INC COM 79466L302 34,935,180 223,000 SH SOLE 0 0 223,000
INTERNATIONAL BUSINESS MACHS COM 459200101 34,189,512 121,580 SH SOLE 0 0 121,580
INTUIT COM 461202103 33,408,000 128,000 SH SOLE 0 0 128,000
GEN DIGITAL INC COM 668771108 32,869,734 1,320,600 SH SOLE 0 0 1,320,600
CARDINAL HEALTH INC COM 14149Y108 31,120,360 131,000 SH SOLE 0 0 131,000
HILTON WORLDWIDE HLDGS INC COM 43300A203 30,468,412 92,200 SH SOLE 0 0 92,200
AMGEN INC COM 031162100 30,410,838 83,980 SH SOLE 0 0 83,980
CINTAS CORP COM 172908105 30,239,544 177,796 SH SOLE 0 0 177,796
VERIZON COMMUNICATIONS INC COM 92343V104 28,448,246 671,900 SH SOLE 0 0 671,900
OTIS WORLDWIDE CORP COM 68902V107 28,267,680 394,800 SH SOLE 0 0 394,800
PTC INC COM 69370C100 26,655,860 234,626 SH SOLE 0 0 234,626
ROLLINS INC COM 775711104 26,522,306 635,417 SH SOLE 0 0 635,417
ROSS STORES INC COM 778296103 24,264,900 114,000 SH SOLE 0 0 114,000
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 23,909,653 192,138 SH SOLE 0 0 192,138
IDEXX LABS INC COM 45168D104 23,879,318 45,360 SH SOLE 0 0 45,360
EMCOR GROUP INC COM 29084Q100 23,834,983 28,721 SH SOLE 0 0 28,721
ILLINOIS TOOL WKS INC COM 452308109 23,585,795 87,203 SH SOLE 0 0 87,203
SNAP ON INC COM 833034101 23,298,960 57,900 SH SOLE 0 0 57,900
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 19,577,240 505,480 SH SOLE 0 0 505,480
WORKDAY INC CL A 98138H101 16,416,522 134,100 SH SOLE 0 0 134,100
COLGATE PALMOLIVE CO COM 194162103 16,402,377 178,909 SH SOLE 0 0 178,909
COMCAST CORP NEW CL A 20030N101 16,163,720 658,400 SH SOLE 0 0 658,400
CF INDUSTRIES HOLD COM 125269100 16,087,436 148,600 SH SOLE 0 0 148,600
DECKERS OUTDOOR CORP COM 243537107 15,833,975 159,472 SH SOLE 0 0 159,472
TARGA RES CORP COM 87612G101 15,149,910 56,500 SH SOLE 0 0 56,500
YUM BRANDS INC COM 988498101 15,122,756 94,600 SH SOLE 0 0 94,600
QUEST DIAGNOSTICS INC COM 74834L100 13,988,700 66,000 SH SOLE 0 0 66,000
METTLER TOLEDO INTERNATIONAL COM 592688105 13,860,984 10,850 SH SOLE 0 0 10,850
AMETEK INC COM 031100100 13,711,224 56,672 SH SOLE 0 0 56,672
CBOE GLOBAL MKTS INC COM 12503M108 13,638,054 56,200 SH SOLE 0 0 56,200
TRIMBLE INC COM 896239100 13,398,924 261,800 SH SOLE 0 0 261,800
FIDELITY NATL FINL INC COM SHS 31620R303 13,138,776 278,600 SH SOLE 0 0 278,600
EXPEDITORS INTL WASH INC COM 302130109 12,353,884 75,800 SH SOLE 0 0 75,800
NORDSON CORP COM 655663102 10,347,967 34,300 SH SOLE 0 0 34,300
BANK OF NY MELLON CORP COM 064058100 10,166,083 70,300 SH SOLE 0 0 70,300
VERISIGN INC COM 92343E102 10,112,712 40,200 SH SOLE 0 0 40,200
VERALTO CORP COM SHS 92338C103 9,843,480 111,000 SH SOLE 0 0 111,000
VERISK ANALYTICS INC COM 92345Y106 9,744,888 54,280 SH SOLE 0 0 54,280
RESMED INC COM 761152107 9,472,142 48,605 SH SOLE 0 0 48,605
LOEWS CORP COM 540424108 7,177,514 63,400 SH SOLE 0 0 63,400
ALLSTATE CORP COM 020002101 7,090,612 29,800 SH SOLE 0 0 29,800
RPM INTL INC COM 749685103 7,013,565 63,100 SH SOLE 0 0 63,100
MONSTER BEVERAGE CORP NEW COM 61174X109 6,218,964 64,700 SH SOLE 0 0 64,700
TRAVELERS COMPANIES INC COM 89417E109 4,555,656 13,800 SH SOLE 0 0 13,800
PHILIP MORRIS INTL INC COM 718172109 4,168,166 23,040 SH SOLE 0 0 23,040
MARATHON PETE CORP COM 56585A102 3,886,184 15,200 SH SOLE 0 0 15,200
FOX CORP CL A COM 35137L105 3,395,616 65,100 SH SOLE 0 0 65,100
DOMINOS PIZZA INC COM 25754A201 2,871,588 9,700 SH SOLE 0 0 9,700
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,424,015 17,700 SH SOLE 0 0 17,700
KROGER CO COM 501044101 2,060,718 37,110 SH SOLE 0 0 37,110
CROWDSTRIKE HLDGS INC CL A 22788C105 1,671,277 2,190 SH SOLE 0 0 2,190