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
GENUINE PARTS CO COM 372460105 1,045,893 8,865 SH SOLE 8,865 0 0
VEEVA SYS INC CL A COM 922475108 516,083 2,908 SH SOLE 2,908 0 0
LOWES COS INC COM 548661107 3,997,484 18,130 SH SOLE 18,130 0 0
STRYKER CORPORATION COM 863667101 4,641,686 14,743 SH SOLE 14,743 0 0
NEWMONT CORP COM 651639106 4,514,209 48,332 SH SOLE 48,332 0 0
LAM RESEARCH CORP COM NEW 512807306 22,855,991 52,745 SH SOLE 52,745 0 0
EMCOR GROUP INC COM 29084Q100 687,141 828 SH SOLE 828 0 0
GARMIN LTD SHS H2906T109 4,596,874 19,352 SH SOLE 19,352 0 0
HEICO CORP NEW COM 422806109 435,977 1,224 SH SOLE 1,224 0 0
REVOLUTION MEDICINES INC COM 76155X100 438,048 2,339 SH SOLE 2,339 0 0
LENNAR CORP CL A 526057104 268,484 2,967 SH SOLE 2,967 0 0
BUNGE GLOBAL SA COM SHS H11356104 200,866 1,882 SH SOLE 1,882 0 0
GENERAL MILLS INC COM 370334104 266,916 7,670 SH SOLE 7,670 0 0
DOW HLDGS INC COM 260557103 280,002 10,234 SH SOLE 10,234 0 0
AXON ENTERPRISE INC COM 05464C101 916,037 1,634 SH SOLE 1,634 0 0
MONDELEZ INTL INC CL A 609207105 2,762,959 47,769 SH SOLE 47,769 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,679,249 27,874 SH SOLE 27,874 0 0
NIKE INC CL B 654106103 2,628,924 64,042 SH SOLE 64,042 0 0
CONOCOPHILLIPS COM 20825C104 1,101,664 10,597 SH SOLE 10,597 0 0
T-MOBILE US INC COM 872590104 4,704,156 28,046 SH SOLE 28,046 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 901,931 6,806 SH SOLE 6,806 0 0
CENTERPOINT ENERGY INC COM 15189T107 175,499 3,985 SH SOLE 3,985 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107 18,340 1,054 SH SOLE 1,054 0 0
GRAIL INC COM 384747101 18,569 272 SH SOLE 272 0 0
TORO CO COM 891092108 23,770 244 SH SOLE 244 0 0
US BANCORP COM NEW 902973304 6,968,167 115,367 SH SOLE 115,367 0 0
WABTEC COM 929740108 854,362 3,169 SH SOLE 3,169 0 0
HYATT HOTELS CORP COM CL A 448579102 114,947 593 SH SOLE 593 0 0
PACKAGING CORP AMER COM 695156109 787,754 3,306 SH SOLE 3,306 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 429,210 2,344 SH SOLE 2,344 0 0
DIAMONDBACK ENERGY INC COM 25278X109 559,508 3,183 SH SOLE 3,183 0 0
AT&T INC COM 00206R102 4,982,449 240,698 SH SOLE 240,698 0 0
HP INC COM 40434L105 1,911,917 87,143 SH SOLE 87,143 0 0
FIRST SOLAR INC COM 336433107 490,797 2,080 SH SOLE 2,080 0 0
PARKER-HANNIFIN CORP COM 701094104 5,948,926 6,082 SH SOLE 6,082 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,487,070 4,500 SH SOLE 4,500 0 0
SMITH A O CORP COM 831865209 1,552,383 24,751 SH SOLE 24,751 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 2,022,016 13,839 SH SOLE 13,839 0 0
NORTHERN TR CORP COM 665859104 697,272 4,011 SH SOLE 4,011 0 0
HOME DEPOT INC COM 437076102 9,227,167 26,163 SH SOLE 26,163 0 0
MONGODB INC CL A 60937P106 381,918 1,137 SH SOLE 1,137 0 0
SHERWIN WILLIAMS CO COM 824348106 3,234,542 9,394 SH SOLE 9,394 0 0
FEDEX CORP COM 31428X106 3,055,836 9,759 SH SOLE 9,759 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,317,903 2,662 SH SOLE 2,662 0 0
CINCINNATI FINL CORP COM 172062101 1,188,969 6,422 SH SOLE 6,422 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 30,447 979 SH SOLE 979 0 0
CBRE GROUP INC CL A 12504L109 728,942 5,412 SH SOLE 5,412 0 0
DTE ENERGY CO COM 233331107 193,662 1,271 SH SOLE 1,271 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,916,516 23,859 SH SOLE 23,859 0 0
EATON CORP PLC SHS G29183103 5,866,820 13,768 SH SOLE 13,768 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,359,752 12,685 SH SOLE 12,685 0 0
MOODYS CORP COM 615369105 2,958,473 6,532 SH SOLE 6,532 0 0
EVEREST GROUP LTD COM G3223R108 338,654 948 SH SOLE 948 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,983,687 1,435 SH SOLE 1,435 0 0
BROWN & BROWN INC COM 115236101 265,581 4,140 SH SOLE 4,140 0 0
TARGET CORP COM 87612E106 2,392,775 18,320 SH SOLE 18,320 0 0
EXPAND ENERGY CORPORATION COM 165167735 132,773 1,456 SH SOLE 1,456 0 0
ESSEX PPTY TR INC COM 297178105 271,470 931 SH SOLE 931 0 0
MID-AMER APT CMNTYS INC COM 59522J103 230,640 1,660 SH SOLE 1,660 0 0
GLOBAL PMTS INC COM 37940X102 250,114 3,447 SH SOLE 3,447 0 0
MEDTRONIC PLC SHS G5960L103 5,055,223 64,620 SH SOLE 64,620 0 0
MASCO CORP COM 574599106 241,669 2,970 SH SOLE 2,970 0 0
SYSCO CORP COM 871829107 2,983,806 35,700 SH SOLE 35,700 0 0
NETAPP INC COM 64110D104 648,599 4,191 SH SOLE 4,191 0 0
ILLINOIS TOOL WKS INC COM 452308109 4,734,848 17,506 SH SOLE 17,506 0 0
KLA CORP COM NEW 482480100 15,741,719 52,175 SH SOLE 52,175 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 2,681,089 36,552 SH SOLE 36,552 0 0
PENTAIR PLC SHS G7S00T104 174,018 2,270 SH SOLE 2,270 0 0
WATSCO INC COM 942622200 199,614 479 SH SOLE 479 0 0
WALMART INC COM 931142103 21,413,210 189,141 SH SOLE 189,141 0 0
M & T BK CORP COM 55261F104 1,126,977 4,735 SH SOLE 4,735 0 0
EVERSOURCE ENERGY COM 30040W108 3,247,669 44,938 SH SOLE 44,938 0 0
HALLIBURTON CO COM 406216101 695,330 20,481 SH SOLE 20,481 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 311,552 575 SH SOLE 575 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 878,707 2,919 SH SOLE 2,919 0 0
HENRY JACK & ASSOC INC COM 426281101 92,699 673 SH SOLE 673 0 0
CITIZENS FINL GROUP INC COM 174610105 436,816 6,234 SH SOLE 6,234 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 855,174 13,360 SH SOLE 13,360 0 0
PTC INC COM 69370C100 289,706 2,550 SH SOLE 2,550 0 0
TRACTOR SUPPLY CO COM 892356106 241,121 7,628 SH SOLE 7,628 0 0
AMGEN INC COM 031162100 10,190,781 28,142 SH SOLE 28,142 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 1,800,350 67,530 SH SOLE 67,530 0 0
AMERICAN TOWER CORP COM 03027X100 3,570,079 21,826 SH SOLE 21,826 0 0
AFFIRM HLDGS INC COM CL A 00827B106 328,973 4,034 SH SOLE 4,034 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 608,589 4,163 SH SOLE 4,163 0 0
DEERE & CO COM 244199105 6,811,436 10,738 SH SOLE 10,738 0 0
CHEVRON CORPORATION COM 166764100 2,043,655 12,329 SH SOLE 12,329 0 0
BLOCK INC CL A 852234103 843,752 11,102 SH SOLE 11,102 0 0
FORTINET INC COM 34959E109 6,125,444 39,874 SH SOLE 39,874 0 0
VISTRA CORP COM 92840M102 336,771 2,123 SH SOLE 2,123 0 0
S&P GLOBAL INC COM 78409V104 4,332,839 10,639 SH SOLE 10,639 0 0
EMBECTA CORP COMMON STOCK 29082K105 2,285 701 SH SOLE 701 0 0
RELIANCE INC COM 759509102 274,970 736 SH SOLE 736 0 0
LINDE PLC SHS G54950103 10,062,247 19,390 SH SOLE 19,390 0 0
FOX CORP CL B COM 35137L204 94,664 2,021 SH SOLE 2,021 0 0
MERCK & CO INC COM 58933Y105 9,650,222 75,099 SH SOLE 75,099 0 0
KINDER MORGAN INC DEL COM 49456B101 374,305 11,708 SH SOLE 11,708 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,569,635 31,115 SH SOLE 31,115 0 0
HORMEL FOODS CORP COM 440452100 228,046 9,188 SH SOLE 9,188 0 0
CONSTELLATION BRANDS INC CL A 21036P108 539,530 3,879 SH SOLE 3,879 0 0
SNAP ON INC COM 833034101 4,204,678 10,449 SH SOLE 10,449 0 0
GRACO INC COM 384109104 178,969 2,367 SH SOLE 2,367 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 495,646 3,035 SH SOLE 3,035 0 0
EOG RES INC COM 26875P101 664,347 5,121 SH SOLE 5,121 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 359,376 9,279 SH SOLE 9,279 0 0
TYLER TECHNOLOGIES INC COM 902252105 180,155 616 SH SOLE 616 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 24,875 278 SH SOLE 278 0 0
JACOBS SOLUTIONS INC COM 46982L108 215,964 1,714 SH SOLE 1,714 0 0
NETFLIX INC. COM 64110L106 9,317,200 130,493 SH SOLE 130,493 0 0
PULTE GROUP INC COM 745867101 526,475 3,837 SH SOLE 3,837 0 0
AMERICAN ELEC PWR CO INC COM 025537101 967,247 7,070 SH SOLE 7,070 0 0
CHENIERE ENERGY INC COM NEW 16411R208 723,754 3,026 SH SOLE 3,026 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 8,572,352 11,233 SH SOLE 11,233 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 138,788 2,216 SH SOLE 2,216 0 0
ROLLINS INC COM 775711104 394,902 9,461 SH SOLE 9,461 0 0
INVITATION HOMES INC COM 46187W107 239,988 7,944 SH SOLE 7,944 0 0
COOPER COS INC COM 216648501 199,497 2,782 SH SOLE 2,782 0 0
LOEWS CORP COM 540424108 281,440 2,486 SH SOLE 2,486 0 0
CATERPILLAR INC COM 149123101 15,943,683 14,972 SH SOLE 14,972 0 0
OCCIDENTAL PETE CORP COM 674599105 219,196 4,513 SH SOLE 4,513 0 0
FORTIVE CORP COM 34959J108 247,476 4,051 SH SOLE 4,051 0 0
ENTEGRIS INC COM 29362U104 385,080 2,141 SH SOLE 2,141 0 0
GEN DIGITAL INC COM 668771108 533,293 21,426 SH SOLE 21,426 0 0
XPO INC COM 983793100 338,318 1,648 SH SOLE 1,648 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,382,692 76,062 SH SOLE 76,062 0 0
ON SEMICONDUCTOR CORP COM 682189105 551,830 5,837 SH SOLE 5,837 0 0
FIFTH THIRD BANCORP COM 316773100 4,291,223 76,126 SH SOLE 76,126 0 0
ATMOS ENERGY CORP COM 049560105 404,835 2,350 SH SOLE 2,350 0 0
DOORDASH INC CL A 25809K105 1,508,533 8,175 SH SOLE 8,175 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 246,390 2,862 SH SOLE 2,862 0 0
PG&E CORP COM 69331C108 547,811 32,569 SH SOLE 32,569 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,544,479 13,585 SH SOLE 13,585 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 875,175 2,500 SH SOLE 2,500 0 0
APPLIED MATLS INC COM 038222105 21,531,663 29,781 SH SOLE 29,781 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 766,106 8,469 SH SOLE 8,469 0 0
LENNOX INTL INC COM 526107107 256,109 447 SH SOLE 447 0 0
GAMING & LEISURE P COM 36467J108 179,411 4,029 SH SOLE 4,029 0 0
VERISK ANALYTICS INC COM 92345Y106 351,340 1,957 SH SOLE 1,957 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,345,594 126,254 SH SOLE 126,254 0 0
DARDEN RESTAURANTS INC COM 237194105 3,991,032 19,373 SH SOLE 19,373 0 0
SNOWFLAKE INC COM SHS 833445109 1,642,543 6,454 SH SOLE 6,454 0 0
CARLYLE GROUP INC COM 14316J108 638,935 15,173 SH SOLE 15,173 0 0
DUPONT DE NEMOURS INC COMMON STOCK 26614N201 268,160 1,977 SH SOLE 1,977 0 0
TRANSDIGM GROUP INC COM 893641100 1,117,582 839 SH SOLE 839 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 271,774 621 SH SOLE 621 0 0
PEPSICO INC COM 713448108 6,683,886 49,364 SH SOLE 49,364 0 0
DICKS SPORTING GOODS INC COM 253393102 596,057 2,628 SH SOLE 2,628 0 0
HOWMET AEROSPACE INC COM 443201108 2,626,762 9,770 SH SOLE 9,770 0 0
RALPH LAUREN CORP CL A 751212101 142,099 354 SH SOLE 354 0 0
FISERV INC COM 337738108 914,390 18,642 SH SOLE 18,642 0 0
EXPEDITORS INTL WASH INC COM 302130109 315,040 1,933 SH SOLE 1,933 0 0
INCYTE CORP COM 45337C102 416,031 3,670 SH SOLE 3,670 0 0
IDEXX LABS INC COM 45168D104 1,277,670 2,427 SH SOLE 2,427 0 0
GILEAD SCIENCES INC COM 375558103 7,472,632 59,147 SH SOLE 59,147 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 7,469,219 26,561 SH SOLE 26,561 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,667,441 8,570 SH SOLE 8,570 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,837,562 23,049 SH SOLE 23,049 0 0
OTIS WORLDWIDE CORP COM 68902V107 397,953 5,558 SH SOLE 5,558 0 0
DATADOG INC CL A COM 23804L103 2,284,659 8,775 SH SOLE 8,775 0 0
WASTE MGMT INC DEL COM 94106L109 5,346,223 23,987 SH SOLE 23,987 0 0
BERKLEY W R CORP COM 084423102 579,051 8,210 SH SOLE 8,210 0 0
NVR INC COM 62944T105 258,909 38 SH SOLE 38 0 0
ELECTRONIC ARTS INC COM 285512109 2,782,803 13,572 SH SOLE 13,572 0 0
SOFI TECHNOLOGIES INC COM 83406F102 338,285 18,867 SH SOLE 18,867 0 0
FORD MTR CO COM 345370860 1,564,167 112,530 SH SOLE 112,530 0 0
TRADEWEB MKTS INC CL A 892672106 163,642 1,642 SH SOLE 1,642 0 0
INSULET CORP COM 45784P101 231,268 1,519 SH SOLE 1,519 0 0
MCKESSON CORP COM 58155Q103 3,580,788 4,739 SH SOLE 4,739 0 0
PPG INDS INC COM 693506107 1,375,671 11,342 SH SOLE 11,342 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,686,037 29,621 SH SOLE 29,621 0 0
EVERGY INC COM 30034W106 121,953 1,411 SH SOLE 1,411 0 0
FOX CORP CL A COM 35137L105 461,460 8,847 SH SOLE 8,847 0 0
IRON MTN INC DEL COM 46284V101 3,888,074 30,782 SH SOLE 30,782 0 0
UNITED AIRLS HLDGS INC COM 910047109 159,924 1,176 SH SOLE 1,176 0 0
CARNIVAL CORP LTD COMMON SHARES G2004J103 888,327 31,093 SH SOLE 31,093 0 0
TYSON FOODS INC CL A 902494103 225,164 3,933 SH SOLE 3,933 0 0
CONSTELLATION ENERGY CORP COM 21037T109 3,552,188 14,302 SH SOLE 14,302 0 0
MARRIOTT INTL INC NEW CL A 571903202 4,081,308 11,013 SH SOLE 11,013 0 0
DOLLAR GEN CORP COM 256677105 2,830,210 24,587 SH SOLE 24,587 0 0
CBOE GLOBAL MKTS INC COM 12503M108 2,474,040 10,216 SH SOLE 10,216 0 0
SNAP INC CL A 83304A106 30,423 6,852 SH SOLE 6,852 0 0
ANALOG DEVICES INC COM 032654105 8,318,328 20,944 SH SOLE 20,944 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,774,042 7,475 SH SOLE 7,475 0 0
WW GRAINGER INC COM 384802104 1,384,887 1,018 SH SOLE 1,018 0 0
ONEOK INC NEW COM 682680103 2,571,337 29,576 SH SOLE 29,576 0 0
EQUINIX INC COM 29444U700 3,809,935 3,655 SH SOLE 3,655 0 0
ROCKET COS INC COM CL A 77311W101 201,789 12,812 SH SOLE 12,812 0 0
CSX CORP COM 126408103 4,393,198 92,430 SH SOLE 92,430 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 385,808 302 SH SOLE 302 0 0
HERSHEY CO COM 427866108 2,068,029 11,787 SH SOLE 11,787 0 0
IDEX CORP COM 45167R104 241,702 1,065 SH SOLE 1,065 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 712,111 1,551 SH SOLE 1,551 0 0
BLOOM ENERGY CORP COM CL A 093712107 1,208,984 3,994 SH SOLE 3,994 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 10,156,818 87,078 SH SOLE 87,078 0 0
TOAST INC CL A 888787108 184,391 6,628 SH SOLE 6,628 0 0
DELL TECHNOLOGIES INC CL C 24703L202 8,782,800 20,356 SH SOLE 20,356 0 0
BECTON DICKINSON & CO COM 075887109 1,475,165 9,748 SH SOLE 9,748 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,585,427 4,993 SH SOLE 4,993 0 0
CLOUDFLARE INC CL A COM 18915M107 1,507,981 6,148 SH SOLE 6,148 0 0
FLEX LTD ORD Y2573F102 873,071 5,387 SH SOLE 5,387 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,208,182 15,611 SH SOLE 15,611 0 0
LAS VEGAS SANDS CORP COM 517834107 564,165 12,214 SH SOLE 12,214 0 0
INTEL CORP COM 458140100 22,208,570 159,053 SH SOLE 159,053 0 0
HUNTINGTON BANCSHARES INC COM 446150104 3,404,745 192,033 SH SOLE 192,033 0 0
COEUR MNG INC COM NEW 192108504 249,729 15,302 SH SOLE 15,302 0 0
ABBOTT LABORATORIES COM 002824100 5,434,963 59,896 SH SOLE 59,896 0 0
TRIMBLE INC COM 896239100 174,729 3,414 SH SOLE 3,414 0 0
DOVER CORP COM 260003108 675,531 3,012 SH SOLE 3,012 0 0
IMPERIAL OIL LTD COM NEW 453038408 194,934 1,224 SH SOLE 1,224 0 0
FAIR ISAAC CORP COM 303250104 406,225 340 SH SOLE 340 0 0
PAYCOM SOFTWARE INC COM 70432V102 100,167 797 SH SOLE 797 0 0
CHURCH & DWIGHT CO INC COM 171340102 868,529 8,965 SH SOLE 8,965 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,056,998 3,652 SH SOLE 3,652 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 93,828 1,508 SH SOLE 1,508 0 0
JOHNSON & JOHNSON COM 478160104 20,734,873 81,643 SH SOLE 81,643 0 0
TERADYNE INC COM 880770102 1,363,945 2,819 SH SOLE 2,819 0 0
ECHOSTAR CORP CL A 278768106 202,290 1,993 SH SOLE 1,993 0 0
PAYPAL HLDGS INC COM 70450Y103 1,627,886 37,700 SH SOLE 37,700 0 0
CVS HEALTH CORP COM 126650100 7,687,576 74,312 SH SOLE 74,312 0 0
TEXAS INSTRS INC COM 882508104 14,101,990 47,311 SH SOLE 47,311 0 0
PALO ALTO NETWORKS INC COM 697435105 10,668,811 31,285 SH SOLE 31,285 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 621,247 3,636 SH SOLE 3,636 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 645,924 7,421 SH SOLE 7,421 0 0
EXXON MOBIL CORP COM 30231G102 8,405,819 61,482 SH SOLE 61,482 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 599,204 7,383 SH SOLE 7,383 0 0
CONSOLIDATED EDISON INC COM 209115104 1,220,470 11,032 SH SOLE 11,032 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 293,352 3,703 SH SOLE 3,703 0 0
MICROSOFT CORP COM 594918104 83,209,944 223,071 SH SOLE 223,071 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 5,925,989 11,930 SH SOLE 11,930 0 0
VERISIGN INC COM 92343E102 472,430 1,878 SH SOLE 1,878 0 0
SCHWAB CHARLES CORP COM 808513105 5,950,861 64,494 SH SOLE 64,494 0 0
SS&C TECH HLDGS COM 78467J100 189,066 3,047 SH SOLE 3,047 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 330,276 4,862 SH SOLE 4,862 0 0
PHILLIPS 66 COM 718546104 785,913 4,649 SH SOLE 4,649 0 0
EXELON CORP COM 30161N101 1,587,551 34,053 SH SOLE 34,053 0 0
KRAFT HEINZ CO COM 500754106 295,959 12,530 SH SOLE 12,530 0 0
BOOKING HOLDINGS INC COM 09857L108 5,967,475 33,480 SH SOLE 33,480 0 0
PROGRESSIVE CORP COM 743315103 5,269,669 24,123 SH SOLE 24,123 0 0
AVALONBAY CMNTYS INC COM 053484101 373,984 1,982 SH SOLE 1,982 0 0
CORPAY INC COM SHS 219948106 306,275 919 SH SOLE 919 0 0
LPL FINL HLDGS INC COM 50212V100 315,482 1,120 SH SOLE 1,120 0 0
CASEYS GEN STORES INC COM 147528103 182,007 229 SH SOLE 229 0 0
TRUIST FINL CORP COM 89832Q109 902,738 18,120 SH SOLE 18,120 0 0
KKR & CO INC COM 48251W104 1,882,775 20,514 SH SOLE 20,514 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 2,567,845 114,841 SH SOLE 114,841 0 0
REDDIT INC CL A 75734B100 288,664 1,663 SH SOLE 1,663 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 454,935 11,701 SH SOLE 11,701 0 0
KROGER CO COM 501044101 725,000 13,056 SH SOLE 13,056 0 0
BAXTER INTL INC COM 071813109 74,492 3,494 SH SOLE 3,494 0 0
WELLTOWER INC COM 95040Q104 5,492,674 24,200 SH SOLE 24,200 0 0
OMNICOM GROUP INC COM 681919106 1,938,953 26,623 SH SOLE 26,623 0 0
ATLASSIAN CORPORATION CL A 049468101 191,752 2,465 SH SOLE 2,465 0 0
COHERENT CORP COM 19247G107 1,069,408 2,711 SH SOLE 2,711 0 0
NASDAQ INC COM 631103108 3,284,745 41,674 SH SOLE 41,674 0 0
DELTA AIR LINES INC COM NEW 247361702 220,944 2,359 SH SOLE 2,359 0 0
WEC ENERGY GROUP INC COM 92939U106 2,305,040 19,740 SH SOLE 19,740 0 0
COREBRIDGE FINL INC COM 21871X109 579,901 20,255 SH SOLE 20,255 0 0
VENTAS INC COM 92276F100 619,469 6,976 SH SOLE 6,976 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 221,129 2,192 SH SOLE 2,192 0 0
ROBINHOOD MKTS INC COM CL A 770700102 1,110,100 11,070 SH SOLE 11,070 0 0
EXTRA SPACE STORAGE INC COM 30225T102 445,635 3,067 SH SOLE 3,067 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 2,393,815 8,165 SH SOLE 8,165 0 0
EMERSON ELEC CO COM 291011104 7,086,641 49,505 SH SOLE 49,505 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,089,361 24,149 SH SOLE 24,149 0 0
ROSS STORES INC COM 778296103 3,498,403 16,436 SH SOLE 16,436 0 0
QUEST DIAGNOSTICS INC COM 74834L100 999,344 4,715 SH SOLE 4,715 0 0
NEWS CORP NEW CL A 65249B109 131,500 5,296 SH SOLE 5,296 0 0
DOLLAR TREE INC COM 256746108 327,049 2,704 SH SOLE 2,704 0 0
DANAHER CORP DEL COM 235851102 3,968,841 20,836 SH SOLE 20,836 0 0
INSMED INC COM PAR $.01 457669307 328,390 3,080 SH SOLE 3,080 0 0
WEYERHAEUSER CO COM NEW 962166104 246,965 10,316 SH SOLE 10,316 0 0
SANDISK CORP COM 80004C200 268,300 118 SH SOLE 118 0 0
STRATEGY INC CL A NEW 594972408 485,678 5,587 SH SOLE 5,587 0 0
ABBVIE INC COM 00287Y109 14,545,799 57,804 SH SOLE 57,804 0 0
BURLINGTON STORES INC COM 122017106 286,387 904 SH SOLE 904 0 0
SYNOPSYS INC COM 871607107 3,358,907 7,530 SH SOLE 7,530 0 0
LAUDER ESTEE COS INC CL A 518439104 281,299 3,563 SH SOLE 3,563 0 0
ASTERA LABS INC COM 04626A103 972,802 2,014 SH SOLE 2,014 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,162,642 23,484 SH SOLE 23,484 0 0
BLACKROCK INC COM 09290D101 4,827,031 5,020 SH SOLE 5,020 0 0
GE AEROSPACE COM NEW 369604301 3,503,719 9,375 SH SOLE 9,375 0 0
SEMPRA COM 816851109 883,897 9,534 SH SOLE 9,534 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 172,785 1,215 SH SOLE 1,215 0 0
JABIL INC COM 466313103 595,181 1,544 SH SOLE 1,544 0 0
SYNCHRONY FINANCIAL COM 87165B103 393,407 5,173 SH SOLE 5,173 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 339,103 6,170 SH SOLE 6,170 0 0
ORGANON & CO COMMON STOCK 68622V106 31,995 2,363 SH SOLE 2,363 0 0
STATE STR CORP COM 857477103 705,875 4,162 SH SOLE 4,162 0 0
QIAGEN NV ORD SHARES N72482156 3,457,597 101,994 SH SOLE 101,994 0 0
ALLSTATE CORP COM 020002101 1,376,245 5,784 SH SOLE 5,784 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 451,491 677 SH SOLE 677 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 963,673 3,855 SH SOLE 3,855 0 0
SALESFORCE INC COM 79466L302 4,025,692 25,697 SH SOLE 25,697 0 0
REALTY INCOME CORP COM 756109104 1,715,796 27,692 SH SOLE 27,692 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 333,423 11,368 SH SOLE 11,368 0 0
MARSH & MCLENNAN COS INC COM 571748102 5,362,441 32,174 SH SOLE 32,174 0 0
CARVANA CO CL A 146869102 625,817 9,508 SH SOLE 9,508 0 0
APPLE INC COM 037833100 125,299,825 433,024 SH SOLE 433,024 0 0
BANK OF AMER CORP COM 060505104 10,430,873 183,062 SH SOLE 183,062 0 0
DOMINION ENERGY INC COM 25746U109 373,410 5,468 SH SOLE 5,468 0 0
COSTAR GROUP INC COM 22160N109 168,277 5,942 SH SOLE 5,942 0 0
PRUDENTIAL FINL INC COM 744320102 2,413,423 22,361 SH SOLE 22,361 0 0
EDISON INTL COM 281020107 413,942 5,560 SH SOLE 5,560 0 0
MANHATTAN ASSOCIATES INC COM 562750109 20,470 147 SH SOLE 147 0 0
AST SPACEMOBILE INC COM CL A 00217D100 309,322 3,481 SH SOLE 3,481 0 0
FIRSTENERGY CORP COM 337932107 159,592 3,357 SH SOLE 3,357 0 0
EQUIFAX INC COM 294429105 402,196 2,534 SH SOLE 2,534 0 0
REPUBLIC SVCS INC COM 760759100 2,358,369 11,068 SH SOLE 11,068 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,603,038 6,268 SH SOLE 6,268 0 0
NORFOLK SOUTHN CORP COM 655844108 1,247,349 3,965 SH SOLE 3,965 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 291,509 3,064 SH SOLE 3,064 0 0
VICI PPTYS INC COM 925652109 1,360,634 51,248 SH SOLE 51,248 0 0
RPM INTL INC COM 749685103 203,960 1,835 SH SOLE 1,835 0 0
SOLVENTUM CORP COM SHS 83444M101 174,745 2,265 SH SOLE 2,265 0 0
KENVUE INC COM 49177J102 711,905 37,253 SH SOLE 37,253 0 0
STERIS PLC SHS USD G8473T100 417,139 1,981 SH SOLE 1,981 0 0
LUMENTUM HLDGS INC COM 55024U109 901,821 1,051 SH SOLE 1,051 0 0
WILLIAMS COS INC COM 969457100 1,706,177 22,951 SH SOLE 22,951 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,563,388 45,982 SH SOLE 45,982 0 0
CMS ENERGY CORP COM 125896100 2,848,860 37,240 SH SOLE 37,240 0 0
ENTERGY CORP NEW COM 29364G103 766,346 6,672 SH SOLE 6,672 0 0
BLACKSTONE INC COM 09260D107 3,110,842 26,437 SH SOLE 26,437 0 0
KIMBERLY-CLARK CORP COM 494368103 1,606,736 14,635 SH SOLE 14,635 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 2,806,025 22,168 SH SOLE 22,168 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 357,554 1,368 SH SOLE 1,368 0 0
TJX COS INC NEW COM 872540109 6,054,243 39,962 SH SOLE 39,962 0 0
AMERIPRISE FINL INC COM 03076C106 1,685,943 3,675 SH SOLE 3,675 0 0
SLB LIMITED COM STK 806857108 2,896,373 62,301 SH SOLE 62,301 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,639,894 29,649 SH SOLE 29,649 0 0
PFIZER INC COM 717081103 5,455,878 226,573 SH SOLE 226,573 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,691,931 7,370 SH SOLE 7,370 0 0
MCDONALDS CORP COM 580135101 8,040,371 29,745 SH SOLE 29,745 0 0
UNITED RENTALS INC COM 911363109 1,051,322 928 SH SOLE 928 0 0
ALTRIA GROUP INC COM 02209S103 747,273 10,386 SH SOLE 10,386 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 3,485,597 9,013 SH SOLE 9,013 0 0
INGERSOLL RAND INC COM 45687V106 463,244 5,650 SH SOLE 5,650 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 1,162,058 6,170 SH SOLE 6,170 0 0
COLGATE PALMOLIVE CO COM 194162103 2,028,145 22,122 SH SOLE 22,122 0 0
AMETEK INC COM 031100100 1,264,620 5,227 SH SOLE 5,227 0 0
MARATHON PETE CORP COM 56585A102 871,835 3,410 SH SOLE 3,410 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 5,125,746 10,436 SH SOLE 10,436 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 658,119 2,420 SH SOLE 2,420 0 0
ALPHABET INC CAP STK CL C 02079K107 58,938,977 166,810 SH SOLE 166,810 0 0
LULULEMON ATHLETICA INC COM 550021109 461,173 4,039 SH SOLE 4,039 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,057,560 48,209 SH SOLE 48,209 0 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103 228,887 110 SH SOLE 110 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,500,712 23,202 SH SOLE 23,202 0 0
METLIFE INC COM 59156R108 938,663 11,094 SH SOLE 11,094 0 0
STEEL DYNAMICS INC COM 858119100 801,045 3,491 SH SOLE 3,491 0 0
BRIGHTHOUSE FINL INC COM 10922N103 1,203 19 SH SOLE 19 0 0
CDW CORP COM 12514G108 261,450 1,859 SH SOLE 1,859 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,862,957 9,286 SH SOLE 9,286 0 0
ADOBE INC COM 00724F101 3,515,888 17,149 SH SOLE 17,149 0 0
MORGAN STANLEY COM NEW 617446448 10,582,650 50,625 SH SOLE 50,625 0 0
AMCOR PLC COM NEW G0250X149 282,295 6,512 SH SOLE 6,512 0 0
MEDLINE INC COM CL A 58507V107 91,461 2,319 SH SOLE 2,319 0 0
CF INDUSTRIES HOLD COM 125269100 651,725 6,020 SH SOLE 6,020 0 0
BIOGEN INC COM 09062X103 784,946 3,633 SH SOLE 3,633 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 3,593,679 118,996 SH SOLE 118,996 0 0
MERCADOLIBRE INC COM 58733R102 3,817,430 2,249 SH SOLE 2,249 0 0
VULCAN MATLS CO COM 929160109 753,456 2,554 SH SOLE 2,554 0 0
EBAY INC. COM 278642103 1,735,478 15,530 SH SOLE 15,530 0 0
HEICO CORP NEW CL A 422806208 280,606 1,088 SH SOLE 1,088 0 0
EPAM SYS INC COM 29414B104 62,766 791 SH SOLE 791 0 0
FTAI AVIATION LTD SHS G3730V105 402,278 1,487 SH SOLE 1,487 0 0
NISOURCE INC COM 65473P105 325,432 6,844 SH SOLE 6,844 0 0
DECKERS OUTDOOR CORP COM 243537107 312,565 3,148 SH SOLE 3,148 0 0
TESLA INC COM 88160R101 29,742,308 70,714 SH SOLE 70,714 0 0
RAYMOND JAMES FINL INC COM 754730109 3,281,720 21,586 SH SOLE 21,586 0 0
VALERO ENERGY CORP COM 91913Y100 3,948,791 15,162 SH SOLE 15,162 0 0
FIDELITY NATL FINL INC COM SHS 31620R303 172,794 3,664 SH SOLE 3,664 0 0
META PLATFORMS INC CL A 30303M102 38,766,744 68,822 SH SOLE 68,822 0 0
REGENCY CTRS CORP COM 758849103 979,367 12,282 SH SOLE 12,282 0 0
ZOETIS INC CL A 98978V103 1,303,253 18,136 SH SOLE 18,136 0 0
AIRBNB INC COM CL A 009066101 3,616,566 25,273 SH SOLE 25,273 0 0
BANK OF NY MELLON CORP COM 064058100 2,405,009 16,631 SH SOLE 16,631 0 0
KEYCORP COM 493267108 301,310 13,072 SH SOLE 13,072 0 0
3M CO COM 88579Y101 3,591,326 22,181 SH SOLE 22,181 0 0
AMRIZE LTD SHS H2927K103 375,179 7,039 SH SOLE 7,039 0 0
WESTERN DIGITAL CORP COM 958102105 5,963,090 9,336 SH SOLE 9,336 0 0
CROWN CASTLE INC COM 22822V101 488,004 6,444 SH SOLE 6,444 0 0
DISNEY WALT CO COM 254687106 5,543,423 57,594 SH SOLE 57,594 0 0
TECHNIPFMC PLC COM G87110105 560,368 8,452 SH SOLE 8,452 0 0
ORACLE CORP COM 68389X105 7,081,736 48,323 SH SOLE 48,323 0 0
CARLISLE COS INC COM 142339100 223,454 616 SH SOLE 616 0 0
TWILIO INC CL A 90138F102 433,706 2,102 SH SOLE 2,102 0 0
APA CORPORATION COM 03743Q108 99,892 3,067 SH SOLE 3,067 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,094,253 23,548 SH SOLE 23,548 0 0
ALLIANT ENERGY CORP COM 018802108 119,318 1,564 SH SOLE 1,564 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 912,185 8,195 SH SOLE 8,195 0 0
PPL CORP COM 69351T106 163,829 4,507 SH SOLE 4,507 0 0
MARTIN MARIETTA MATLS INC COM 573284106 745,673 1,293 SH SOLE 1,293 0 0
NORDSON CORP COM 655663102 228,983 759 SH SOLE 759 0 0
MCCORMICK & CO INC COM NON VTG 579780206 184,537 3,660 SH SOLE 3,660 0 0
CENTENE CORP DEL COM 15135B101 453,053 7,058 SH SOLE 7,058 0 0
JPMORGAN CHASE & CO COM 46625H100 23,863,994 72,905 SH SOLE 72,905 0 0
CLOROX CO DEL COM 189054109 162,153 1,699 SH SOLE 1,699 0 0
KEURIG DR PEPPER INC COM 49271V100 936,733 28,620 SH SOLE 28,620 0 0
THE CIGNA GROUP COM 125523100 3,382,594 12,270 SH SOLE 12,270 0 0
NRG ENERGY INC COM NEW 629377508 426,203 2,918 SH SOLE 2,918 0 0
HUMANA INC COM 444859102 700,696 1,764 SH SOLE 1,764 0 0
WELLS FARGO & CO COM 949746101 7,729,732 93,535 SH SOLE 93,535 0 0
TRAVELERS COMPANIES INC COM 89417E109 4,826,685 14,621 SH SOLE 14,621 0 0
APPLOVIN CORP COM CL A 03831W108 3,677,197 7,137 SH SOLE 7,137 0 0
CARDINAL HEALTH INC COM 14149Y108 823,858 3,468 SH SOLE 3,468 0 0
ROBLOX CORP CL A 771049103 620,748 11,415 SH SOLE 11,415 0 0
INTUIT COM 461202103 3,203,775 12,275 SH SOLE 12,275 0 0
ALPHABET INC CAP STK CL A 02079K305 72,425,676 202,663 SH SOLE 202,663 0 0
XCEL ENERGY INC COM 98389B100 3,543,800 44,132 SH SOLE 44,132 0 0
QUALCOMM INC COM 747525103 10,778,616 58,329 SH SOLE 58,329 0 0
AVERY DENNISON CORP COM 053611109 2,084,736 12,841 SH SOLE 12,841 0 0
AERCAP HOLDINGS NV SHS N00985106 1,095,245 7,513 SH SOLE 7,513 0 0
DEXCOM INC COM 252131107 505,596 7,507 SH SOLE 7,507 0 0
STARBUCKS CORP COM 855244109 4,633,397 45,341 SH SOLE 45,341 0 0
CIENA CORP COM NEW 171779309 1,025,761 2,091 SH SOLE 2,091 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 224,769 2,942 SH SOLE 2,942 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 271,219 1,537 SH SOLE 1,537 0 0
WESTERN UN CO COM 959802109 92,754 12,046 SH SOLE 12,046 0 0
BAKER HUGHES COMPANY CL A 05722G100 1,450,382 26,133 SH SOLE 26,133 0 0
PROLOGIS INC. COM 74340W103 4,413,206 32,577 SH SOLE 32,577 0 0
BALL CORP COM 058498106 229,944 3,685 SH SOLE 3,685 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 10,100 893 SH SOLE 893 0 0
CHUBB LIMITED COM H1467J104 8,321,552 24,422 SH SOLE 24,422 0 0
INTERNATIONAL PAPER CO COM 460146103 276,873 7,267 SH SOLE 7,267 0 0
MICRON TECHNOLOGY INC COM 595112103 44,546,360 38,592 SH SOLE 38,592 0 0
F5 INC COM 315616102 1,090,231 2,621 SH SOLE 2,621 0 0
QUANTA SVCS INC COM 74762E102 2,326,449 3,231 SH SOLE 3,231 0 0
NUCOR CORP COM 670346105 737,080 3,309 SH SOLE 3,309 0 0
UNION PAC CORP COM 907818108 5,194,656 19,098 SH SOLE 19,098 0 0
AUTODESK INC COM 052769106 1,536,112 7,901 SH SOLE 7,901 0 0
VISA INC COM CL A 92826C839 18,892,937 55,067 SH SOLE 55,067 0 0
COPART INC COM 217204106 1,271,031 45,088 SH SOLE 45,088 0 0
CURTISS WRIGHT CORP COM 231561101 587,264 775 SH SOLE 775 0 0
COREWEAVE INC COM CL A 21873S108 395,672 3,975 SH SOLE 3,975 0 0
SOUTHERN CO COM 842587107 2,725,917 28,481 SH SOLE 28,481 0 0
NATERA INC COM 632307104 537,742 1,981 SH SOLE 1,981 0 0
UNITED PARCEL SVCS INC CL B 911312106 3,030,103 28,187 SH SOLE 28,187 0 0
PROCTER & GAMBLE CO COM 742718109 9,196,674 62,716 SH SOLE 62,716 0 0
SERVICENOW INC COM 81762P102 3,063,979 30,862 SH SOLE 30,862 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 194,331 3,691 SH SOLE 3,691 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 200,566 11,560 SH SOLE 11,560 0 0
CISCO SYS INC COM 17275R102 18,300,503 155,802 SH SOLE 155,802 0 0
COCA COLA CO COM 191216100 9,297,938 114,408 SH SOLE 114,408 0 0
ALLEGION PLC ORD SHS G0176J109 170,274 1,212 SH SOLE 1,212 0 0
ROPER TECHNOLOGIES INC COM 776696106 508,693 1,503 SH SOLE 1,503 0 0
GENERAL MTRS CO COM 37045V100 1,033,489 13,408 SH SOLE 13,408 0 0
NEXTERA ENERGY INC COM 65339F101 8,577,323 97,725 SH SOLE 97,725 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 135,511 20,532 SH SOLE 20,532 0 0
PNC FINL SVCS GROUP INC COM 693475105 7,886,180 32,029 SH SOLE 32,029 0 0
ULTA BEAUTY INC COM 90384S303 397,313 881 SH SOLE 881 0 0
CITIGROUP INC COM NEW 172967424 6,258,451 44,716 SH SOLE 44,716 0 0
STELLANTIS N.V SHS N82405106 2,377,703 477,673 SH SOLE 477,673 0 0
SAMSARA INC COM CL A 79589L106 167,890 5,177 SH SOLE 5,177 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 937,012 4,326 SH SOLE 4,326 0 0
ARISTA NETWORKS INC COM SHS 040413205 6,694,801 39,409 SH SOLE 39,409 0 0
IQVIA HLDGS INC COM 46266C105 473,582 2,451 SH SOLE 2,451 0 0
AUTOZONE INC COM 053332102 767,026 240 SH SOLE 240 0 0
DOMINOS PIZZA INC COM 25754A201 136,747 462 SH SOLE 462 0 0
RESMED INC COM 761152107 748,729 3,842 SH SOLE 3,842 0 0
WATERS CORP COM 941848103 823,588 2,196 SH SOLE 2,196 0 0
SMURFIT WESTROCK PLC SHS G8267P108 147,153 3,181 SH SOLE 3,181 0 0
EQT CORP COM 26884L109 397,446 7,475 SH SOLE 7,475 0 0
DEVON ENERGY CORP NEW COM 25179M103 397,552 9,622 SH SOLE 9,622 0 0
WORKDAY INC CL A 98138H101 1,121,490 9,161 SH SOLE 9,161 0 0
AMPHENOL CORP CL A 032095101 9,732,335 55,197 SH SOLE 55,197 0 0
HUBBELL INC COM 443510607 736,666 1,408 SH SOLE 1,408 0 0
TARGA RES CORP COM 87612G101 835,256 3,115 SH SOLE 3,115 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 374,437 1,043 SH SOLE 1,043 0 0
ELI LILLY & CO COM 532457108 24,910,962 20,769 SH SOLE 20,769 0 0
FACTSET RESH SYS INC COM 303075105 118,031 513 SH SOLE 513 0 0
ILLUMINA INC COM 452327109 832,907 4,737 SH SOLE 4,737 0 0
ADVANCED MICRO DEVICES INC COM 007903107 30,961,922 53,299 SH SOLE 53,299 0 0
ARCH CAP GROUP LTD ORD G0450A105 841,704 8,672 SH SOLE 8,672 0 0
ROCKET LAB CORP COM 773121108 771,828 7,593 SH SOLE 7,593 0 0
PACCAR INC COM 693718108 1,424,143 11,856 SH SOLE 11,856 0 0
AMERICAN EXPRESS CO COM 025816109 6,692,953 19,787 SH SOLE 19,787 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,087,911 15,868 SH SOLE 15,868 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,333,253 14,619 SH SOLE 14,619 0 0
REVVITY INC COM 714046109 294,394 2,646 SH SOLE 2,646 0 0
KIMCO REALTY CORP COM 49446R109 248,177 9,790 SH SOLE 9,790 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 14,976 2,534 SH SOLE 2,534 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,155,112 5,060 SH SOLE 5,060 0 0
TRANSUNION COM 89400J107 197,447 2,737 SH SOLE 2,737 0 0
PHILIP MORRIS INTL INC COM 718172109 1,756,998 9,712 SH SOLE 9,712 0 0
YUM BRANDS INC COM 988498101 3,782,128 23,659 SH SOLE 23,659 0 0
CME GROUP INC COM 12572Q105 3,533,280 16,000 SH SOLE 16,000 0 0
ZSCALER INC COM 98980G102 212,290 1,504 SH SOLE 1,504 0 0
NVIDIA CORPORATION COM 67066G104 129,988,669 649,651 SH SOLE 649,651 0 0
AMEREN CORP COM 023608102 2,269,278 20,075 SH SOLE 20,075 0 0
STANLEY BLACK & DECKER INC COM 854502101 143,439 1,524 SH SOLE 1,524 0 0
ERIE INDTY CO CL A 29530P102 86,550 361 SH SOLE 361 0 0
BEST BUY INC COM 086516101 474,629 6,255 SH SOLE 6,255 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 219,333 3,235 SH SOLE 3,235 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 234,601 1,392 SH SOLE 1,392 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,512,750 11,046 SH SOLE 11,046 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,794,120 8,022 SH SOLE 8,022 0 0
GE VERNOVA INC COM 36828A101 10,799,313 9,192 SH SOLE 9,192 0 0
MARKEL GROUP INC COM 570535104 349,589 179 SH SOLE 179 0 0
DIGITAL RLTY TR INC COM 253868103 903,287 5,030 SH SOLE 5,030 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 595,495 7,990 SH SOLE 7,990 0 0
CINTAS CORP COM 172908105 3,542,086 20,826 SH SOLE 20,826 0 0
MASTEC INC COM 576323109 361,972 870 SH SOLE 870 0 0
LABCORP HOLDINGS INC COM SHS 504922105 788,200 2,815 SH SOLE 2,815 0 0
CORNING INC COM 219350105 4,144,863 16,227 SH SOLE 16,227 0 0
PUBLIC STORAGE COM 74460D109 4,794,704 15,063 SH SOLE 15,063 0 0
XYLEM INC COM 98419M100 700,276 5,924 SH SOLE 5,924 0 0
CUMMINS INC COM 231021106 3,898,406 5,466 SH SOLE 5,466 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 1,976,960 16,710 SH SOLE 16,710 0 0
FREEPORT MCMORAN INC CL B 35671D857 3,785,035 60,185 SH SOLE 60,185 0 0
EVERPURE INC CL A 74624M102 353,767 4,490 SH SOLE 4,490 0 0
D R HORTON INC COM 23331A109 837,203 5,140 SH SOLE 5,140 0 0
COMCAST CORP NEW CL A 20030N101 3,724,751 151,721 SH SOLE 151,721 0 0
IONQ INC COM 46222L108 270,241 5,074 SH SOLE 5,074 0 0
FASTENAL CO COM 311900104 2,021,054 42,079 SH SOLE 42,079 0 0
PAYCHEX INC COM 704326107 2,835,936 28,841 SH SOLE 28,841 0 0
AMAZON COM INC COM 023135106 73,423,974 308,064 SH SOLE 308,064 0 0
BROADCOM INC COM 11135F101 49,165,674 130,154 SH SOLE 130,154 0 0
VERALTO CORP COM SHS 92338C103 369,086 4,162 SH SOLE 4,162 0 0
AFLAC INC COM 001055102 3,942,531 33,625 SH SOLE 33,625 0 0
HCA HEALTHCARE INC COM 40412C101 3,033,344 7,780 SH SOLE 7,780 0 0
MOLINA HEALTHCARE INC COM 60855R100 31,561 138 SH SOLE 138 0 0
ECOLAB INC COM 278865100 3,439,440 12,345 SH SOLE 12,345 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,802,219 12,795 SH SOLE 12,795 0 0
MARVELL TECHNOLOGY INC COM 573874104 10,125,877 33,992 SH SOLE 33,992 0 0
EXPEDIA GROUP INC COM NEW 30212P303 430,390 1,682 SH SOLE 1,682 0 0
TAPESTRY INC COM 876030107 435,334 2,974 SH SOLE 2,974 0 0
OKTA INC CL A 679295105 338,396 2,480 SH SOLE 2,480 0 0
COMFORT SYS USA INC COM 199908104 1,234,755 623 SH SOLE 623 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 563,950 6,534 SH SOLE 6,534 0 0
CORTEVA INC COM 22052L104 353,073 4,169 SH SOLE 4,169 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 16,052,665 17,160 SH SOLE 17,160 0 0
WILLIAMS SONOMA INC COM 969904101 407,692 1,749 SH SOLE 1,749 0 0
WP CAREY INC COM 92936U109 993,922 13,901 SH SOLE 13,901 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,494,991 62,292 SH SOLE 62,292 0 0
CENCORA INC COM 03073E105 773,384 2,733 SH SOLE 2,733 0 0
SUN CMNTYS INC COM 866674104 214,159 1,786 SH SOLE 1,786 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,511,820 7,502 SH SOLE 7,502 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 721,001 5,428 SH SOLE 5,428 0 0