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
CLOROX CO DEL COM 189054109 200,424 2,100 SH SOLE 2,100 0 0
IREN LIMITED ORD Q4982L109 218,315 4,774 SH SOLE 4,774 0 0
DEUTSCHE BK AG NAMEN AKT D18190898 286,118 9,658 SH SOLE 9,658 0 0
BLACKROCK INC COM 09290D101 307,699 320 SH SOLE 320 0 0
FTAI AVIATION LTD SHS G3730V105 324,636 1,200 SH SOLE 1,200 0 0
XCEL ENERGY INC COM 98389B100 411,297 5,122 SH SOLE 5,122 0 0
EQUIFAX INC COM 294429105 414,735 2,613 SH SOLE 2,613 0 0
CROWN CASTLE INC COM 22822V101 450,442 5,948 SH SOLE 5,948 0 0
NIKE INC CL B 654106103 558,978 13,617 SH SOLE 13,617 0 0
ERIE INDTY CO CL A 29530P102 564,611 2,355 SH SOLE 2,355 0 0
VISTRA CORP COM 92840M102 574,558 3,622 SH SOLE 3,622 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 604,963 4,920 SH SOLE 4,920 0 0
PENTAIR PLC SHS G7S00T104 689,940 9,000 SH SOLE 9,000 0 0
REGENCY CTRS CORP COM 758849103 846,600 10,617 SH SOLE 10,617 0 0
WEC ENERGY GROUP INC COM 92939U106 875,775 7,500 SH SOLE 7,500 0 0
CARVANA CO CL A 146869102 926,416 14,075 SH SOLE 14,075 0 0
OKTA INC CL A 679295105 960,608 7,040 SH SOLE 7,040 0 0
TFI INTERNATIONAL INC COM 87241L109 1,044,431 5,116 SH SOLE 5,116 0 0
PACKAGING CORP AMER COM 695156109 1,050,577 4,409 SH SOLE 4,409 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,085,153 785 SH SOLE 785 0 0
AMRIZE LTD SHS H2927K103 1,098,460 20,609 SH SOLE 20,609 0 0
GILDAN ACTIVEWEAR INC COM 375916103 1,111,424 15,200 SH SOLE 15,200 0 0
BCE INC COM 05534B760 1,157,845 37,900 SH SOLE 37,900 0 0
TRADEWEB MKTS INC CL A 892672106 1,158,049 11,620 SH SOLE 11,620 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 1,165,525 5,381 SH SOLE 5,381 0 0
VULCAN MATLS CO COM 929160109 1,235,207 4,187 SH SOLE 4,187 0 0
BEST BUY INC COM 086516101 1,321,602 17,417 SH SOLE 17,417 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,389,443 5,316 SH SOLE 5,316 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,409,561 17,793 SH SOLE 17,793 0 0
AFFIRM HLDGS INC COM 00827B106 1,427,125 17,500 SH SOLE 17,500 0 0
BROOKFIELD RENEWABLE CORP CL A 11285B108 1,455,968 27,617 SH SOLE 27,617 0 0
EQUINOX GOLD CORP COM 29446Y502 1,522,964 110,200 SH SOLE 110,200 0 0
FERRARI N V COM N3167Y103 1,588,018 4,896 SH SOLE 4,896 0 0
DOMINION ENERGY INC COM 25746U109 1,686,012 24,689 SH SOLE 24,689 0 0
CGI INC CL A 12532H104 1,705,062 18,600 SH SOLE 18,600 0 0
WW GRAINGER INC COM 384802104 1,832,459 1,347 SH SOLE 1,347 0 0
BUNGE GLOBAL SA COM H11356104 1,931,813 18,100 SH SOLE 18,100 0 0
SEA LTD SPONS ORD 81141R100 2,022,013 21,100 SH SOLE 21,100 0 0
EXELON CORP COM 30161N101 2,055,476 44,090 SH SOLE 44,090 0 0
QNITY ELECTRONICS INC COM 74743L100 2,090,368 12,800 SH SOLE 12,800 0 0
CENTENE CORP DEL COM 15135B101 2,150,365 33,500 SH SOLE 33,500 0 0
MERCADOLIBRE INC COM 58733R102 2,155,685 1,270 SH SOLE 1,270 0 0
SHARKNINJA INC COM G8068L108 2,180,659 14,321 SH SOLE 14,321 0 0
CRH PLC ORD G25508105 2,216,077 20,711 SH SOLE 20,711 0 0
VICI PPTYS INC COM 925652109 2,343,940 88,284 SH SOLE 88,284 0 0
DUPONT DE NEMOURS INC COM 26614N201 2,368,003 17,458 SH SOLE 17,458 0 0
ESSEX PPTY TR INC COM 297178105 2,379,958 8,162 SH SOLE 8,162 0 0
HP INC COM 40434L105 2,407,323 109,723 SH SOLE 109,723 0 0
REPUBLIC SVCS INC COM 760759100 2,407,804 11,300 SH SOLE 11,300 0 0
SYSCO CORP COM 871829107 2,476,726 29,633 SH SOLE 29,633 0 0
STERIS PLC SHS G8473T100 2,626,440 12,473 SH SOLE 12,473 0 0
MAGNA INTL INC COM 559222401 2,629,932 28,200 SH SOLE 28,200 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,641,662 11,507 SH SOLE 11,507 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,703,844 28,600 SH SOLE 28,600 0 0
INVITATION HOMES INC COM 46187W107 2,823,789 93,472 SH SOLE 93,472 0 0
NEBIUS GROUP N.V. SHS N97284108 2,882,939 10,439 SH SOLE 10,439 0 0
STANTEC INC COM 85472N109 2,884,125 29,484 SH SOLE 29,484 0 0
CF INDUSTRIES HOLD COM 125269100 2,912,194 26,900 SH SOLE 26,900 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 2,915,440 22,000 SH SOLE 22,000 0 0
DEX COM 252131107 2,987,848 44,363 SH SOLE 44,363 0 0
QUANTA SVCS INC COM 74762E102 3,024,168 4,200 SH SOLE 4,200 0 0
KIMCO REALTY CORP COM 49446R109 3,024,255 119,300 SH SOLE 119,300 0 0
MEDLINE INC COM 58507V107 3,180,402 80,639 SH SOLE 80,639 0 0
RESMED INC COM 761152107 3,235,593 16,603 SH SOLE 16,603 0 0
MILLI COM L6388F110 3,267,360 36,000 SH SOLE 36,000 0 0
XYLEM INC COM 98419M100 3,307,989 27,984 SH SOLE 27,984 0 0
WP CAREY INC COM 92936U109 3,381,950 47,300 SH SOLE 47,300 0 0
WEYERHAEUSER CO COM 962166104 3,401,874 142,100 SH SOLE 142,100 0 0
TRUIST FINL CORP COM 89832Q109 3,513,207 70,518 SH SOLE 70,518 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 3,521,232 5,280 SH SOLE 5,280 0 0
SNAP ON INC COM 833034101 3,603,894 8,956 SH SOLE 8,956 0 0
EVERSOURCE ENERGY COM 30040W108 3,604,539 49,876 SH SOLE 49,876 0 0
AUTOZONE INC COM 053332102 3,611,412 1,130 SH SOLE 1,130 0 0
SOFI TECHNOLOGIES INC COM 83406F102 3,657,702 203,999 SH SOLE 203,999 0 0
CORPAY INC COM 219948106 3,679,301 11,040 SH SOLE 11,040 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,688,599 54,300 SH SOLE 54,300 0 0
OTIS WORLDWIDE CORP COM 68902V107 3,694,560 51,600 SH SOLE 51,600 0 0
LAUDER ESTEE COS INC CL A 518439104 3,697,228 46,830 SH SOLE 46,830 0 0
KKR & CO INC COM 48251W104 3,729,021 40,630 SH SOLE 40,630 0 0
CONSTELLATION ENERGY CORP COM 21037T109 3,756,100 15,123 SH SOLE 15,123 0 0
CAMECO CORP COM 13321L108 3,915,697 27,087 SH SOLE 27,087 0 0
CANADIAN NATL RY CO COM 136375102 4,001,239 23,641 SH SOLE 23,641 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 4,018,992 43,642 SH SOLE 43,642 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,019,504 11,482 SH SOLE 11,482 0 0
DIGITAL RLTY TR INC COM 253868103 4,025,286 22,415 SH SOLE 22,415 0 0
KENVUE INC COM 49177J102 4,030,299 210,900 SH SOLE 210,900 0 0
M & T BK CORP COM 55261F104 4,046,884 17,003 SH SOLE 17,003 0 0
TOAST INC CL A 888787108 4,080,276 146,667 SH SOLE 146,667 0 0
CENTERPOINT ENERGY INC COM 15189T107 4,157,332 94,399 SH SOLE 94,399 0 0
AXON ENTERPRISE INC COM 05464C101 4,163,650 7,427 SH SOLE 7,427 0 0
FEDEX FGHT HLDG CO INC COM 314352105 4,270,129 28,279 SH SOLE 28,279 0 0
ABBOTT LABORATORIES COM 002824100 4,292,728 47,308 SH SOLE 47,308 0 0
FORTINET INC COM 34959E109 4,425,178 28,806 SH SOLE 28,806 0 0
WORKDAY INC CL A 98138H101 4,436,868 36,243 SH SOLE 36,243 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,437,402 8,963 SH SOLE 8,963 0 0
KEYCORP COM 493267108 4,438,024 192,539 SH SOLE 192,539 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 4,446,319 80,901 SH SOLE 80,901 0 0
CINTAS CORP COM 172908105 4,456,096 26,200 SH SOLE 26,200 0 0
AFLAC INC COM 001055102 4,537,575 38,700 SH SOLE 38,700 0 0
ROCKET COS INC COM 77311W101 4,657,275 295,700 SH SOLE 295,700 0 0
COSTAR GROUP INC COM 22160N109 4,658,640 164,500 SH SOLE 164,500 0 0
DOMINOS PIZZA INC COM 25754A201 4,674,472 15,790 SH SOLE 15,790 0 0
LOGITECH INTL S A SHS H50430232 4,855,767 64,111 SH SOLE 64,111 0 0
COHERENT CORP COM 19247G107 4,875,649 12,360 SH SOLE 12,360 0 0
FASTENAL CO COM 311900104 5,020,048 104,519 SH SOLE 104,519 0 0
YUM BRANDS INC COM 988498101 5,043,103 31,547 SH SOLE 31,547 0 0
AON PLC SHS CL A G0403H108 5,191,280 15,651 SH SOLE 15,651 0 0
MARKEL GROUP INC COM 570535104 5,193,054 2,659 SH SOLE 2,659 0 0
EVERPURE INC CL A 74624M102 5,229,844 66,377 SH SOLE 66,377 0 0
REVOLUTION MEDICINES INC COM 76155X100 5,281,296 28,200 SH SOLE 28,200 0 0
TRANSUNION COM 89400J107 5,316,718 73,700 SH SOLE 73,700 0 0
DOLLAR TREE INC COM 256746108 5,366,310 44,368 SH SOLE 44,368 0 0
BALL CORP COM 058498106 5,374,138 86,124 SH SOLE 86,124 0 0
WASTE MGMT INC DEL COM 94106L109 5,389,684 24,182 SH SOLE 24,182 0 0
DUKE ENERGY CORP NEW COM 26441C204 5,594,836 44,200 SH SOLE 44,200 0 0
DOVER CORP COM 260003108 5,626,961 25,089 SH SOLE 25,089 0 0
NRG ENERGY INC COM 629377508 5,659,971 38,751 SH SOLE 38,751 0 0
EXTRA SPACE STORAGE INC COM 30225T102 5,779,162 39,774 SH SOLE 39,774 0 0
VERISIGN INC COM 92343E102 5,780,597 22,979 SH SOLE 22,979 0 0
COEUR MNG INC COM 192108504 5,824,608 356,900 SH SOLE 356,900 0 0
PUBLIC STORAGE COM 74460D109 5,828,256 18,310 SH SOLE 18,310 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710839 5,867,107 262,393 SH SOLE 262,393 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 5,895,715 64,646 SH SOLE 64,646 0 0
T-MOBILE US INC COM 872590104 5,929,088 35,349 SH SOLE 35,349 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,974,522 23,900 SH SOLE 23,900 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 6,049,832 60,456 SH SOLE 60,456 0 0
BOSTON SCIENTIFIC CORP COM 101137107 6,066,023 142,128 SH SOLE 142,128 0 0
PROGRESSIVE CORP COM 743315103 6,233,034 28,533 SH SOLE 28,533 0 0
FLEX LTD ORD Y2573F102 6,259,792 38,624 SH SOLE 38,624 0 0
NORFOLK SOUTHN CORP COM 655844108 6,283,306 19,973 SH SOLE 19,973 0 0
CBRE GROUP INC CL A 12504L109 6,313,190 46,872 SH SOLE 46,872 0 0
SNOWFLAKE INC COM 833445109 6,361,228 24,995 SH SOLE 24,995 0 0
ZOOM COM 98980L101 6,406,273 74,224 SH SOLE 74,224 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 6,435,767 1,707,100 SH SOLE 1,707,100 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 6,470,523 62,900 SH SOLE 62,900 0 0
ALCON AG ORD SHS H01301128 6,551,563 119,992 SH SOLE 119,992 0 0
COLGATE PALMOLIVE CO COM 194162103 6,640,016 72,426 SH SOLE 72,426 0 0
NEWS CORP NEW CL A 65249B109 6,676,787 268,900 SH SOLE 268,900 0 0
DOORDASH INC CL A 25809K105 6,713,201 36,380 SH SOLE 36,380 0 0
STEEL DYNAMICS INC COM 858119100 6,820,240 29,723 SH SOLE 29,723 0 0
TRIMBLE INC COM 896239100 6,905,717 134,930 SH SOLE 134,930 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 6,914,732 17,880 SH SOLE 17,880 0 0
DATADOG INC CL A COM 23804L103 6,915,682 26,562 SH SOLE 26,562 0 0
RIVIAN AUTOMOTIVE INC COM 76954A103 6,923,084 399,025 SH SOLE 399,025 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 6,980,896 69,200 SH SOLE 69,200 0 0
FORD MTR CO COM 345370860 7,006,364 504,055 SH SOLE 504,055 0 0
REALTY IN COM 756109104 7,008,791 113,118 SH SOLE 113,118 0 0
BLOCK INC CL A 852234103 7,081,756 93,181 SH SOLE 93,181 0 0
CORTEVA INC COM 22052L104 7,156,898 84,507 SH SOLE 84,507 0 0
GAMING & LEISURE P COM 36467J108 7,160,424 160,800 SH SOLE 160,800 0 0
IDEX CORP COM 45167R104 7,194,315 31,700 SH SOLE 31,700 0 0
AMERICAN TOWER CORP COM 03027X100 7,276,411 44,485 SH SOLE 44,485 0 0
GE HEALTHCARE TECHNOLOGIES I COM 36266G107 7,277,937 113,700 SH SOLE 113,700 0 0
GRACO INC COM 384109104 7,288,804 96,400 SH SOLE 96,400 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 7,455,809 15,180 SH SOLE 15,180 0 0
EBAY INC. COM 278642103 7,508,147 67,187 SH SOLE 67,187 0 0
INSULET CORP COM 45784P101 7,636,860 50,160 SH SOLE 50,160 0 0
FIRSTENERGY CORP COM 337932107 7,839,964 164,913 SH SOLE 164,913 0 0
ROYALTY PHARMA PLC SHS G7709Q104 7,855,407 140,100 SH SOLE 140,100 0 0
FERGUSON ENTERPRISES INC COM 31488V107 7,879,356 33,200 SH SOLE 33,200 0 0
FAIR ISAAC CORP COM 303250104 7,987,104 6,685 SH SOLE 6,685 0 0
STRYKER CORPORATION COM 863667101 8,089,814 25,695 SH SOLE 25,695 0 0
EATON CORP PLC SHS G29183103 8,225,394 19,303 SH SOLE 19,303 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 8,234,418 36,769 SH SOLE 36,769 0 0
TARGET CORP COM 87612E106 8,267,613 63,300 SH SOLE 63,300 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 8,408,139 63,300 SH SOLE 63,300 0 0
HUNT J B TRANS SVCS INC COM 445658107 8,457,434 29,221 SH SOLE 29,221 0 0
CREDO TECHNOLOGY GROUP HOLDI ORD G25457105 8,534,607 31,383 SH SOLE 31,383 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED SPONSORED ADR 204448104 8,614,189 294,100 SH SOLE 294,100 0 0
MSCI INC COM 55354G100 8,669,419 15,480 SH SOLE 15,480 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 8,676,272 23,117 SH SOLE 23,117 0 0
GENERAL MTRS CO COM 37045V100 8,715,667 113,073 SH SOLE 113,073 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 8,810,208 226,600 SH SOLE 226,600 0 0
ROGERS COM 775109200 8,825,659 191,280 SH SOLE 191,280 0 0
ROLLINS INC COM 775711104 8,893,250 213,063 SH SOLE 213,063 0 0
COMCAST CORP NEW CL A 20030N101 9,285,252 378,218 SH SOLE 378,218 0 0
FERROVIAL NV ORD SHS N3168P101 9,491,115 158,238 SH SOLE 158,238 0 0
CINCINNATI FINL CORP COM 172062101 9,542,301 51,541 SH SOLE 51,541 0 0
BECTON DICKINSON & CO COM 075887109 9,629,128 63,630 SH SOLE 63,630 0 0
AMETEK INC COM 031100100 9,653,406 39,900 SH SOLE 39,900 0 0
ALLEGION PLC ORD SHS G0176J109 9,826,573 69,945 SH SOLE 69,945 0 0
WABTEC COM 929740108 9,841,209 36,503 SH SOLE 36,503 0 0
MARSH & MCLENNAN COS INC COM 571748102 10,101,869 60,610 SH SOLE 60,610 0 0
PTC INC COM 69370C100 10,116,970 89,050 SH SOLE 89,050 0 0
TWILIO INC CL A 90138F102 10,337,133 50,100 SH SOLE 50,100 0 0
IRON MTN INC DEL COM 46284V101 10,351,357 81,952 SH SOLE 81,952 0 0
SERVICENOW INC COM 81762P102 10,394,616 104,700 SH SOLE 104,700 0 0
CBOE GLOBAL MKTS INC COM 12503M108 10,397,924 42,848 SH SOLE 42,848 0 0
TRAVELERS COM 89417E109 10,426,510 31,584 SH SOLE 31,584 0 0
OMNI COM 681919106 10,503,834 144,224 SH SOLE 144,224 0 0
AURA MINERALS INC SHS G06973112 10,549,728 167,589 SH SOLE 167,589 0 0
NASDAQ INC COM 631103108 10,614,926 134,673 SH SOLE 134,673 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 10,649,895 63,191 SH SOLE 63,191 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 10,735,984 32,488 SH SOLE 32,488 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 10,758,735 238,500 SH SOLE 238,500 0 0
BIOGEN INC COM 09062X103 10,824,606 50,100 SH SOLE 50,100 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 10,981,814 283,548 SH SOLE 283,548 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 11,034,583 30,737 SH SOLE 30,737 0 0
INTUIT COM 461202103 11,233,440 43,040 SH SOLE 43,040 0 0
VENTAS INC COM 92276F100 11,339,760 127,700 SH SOLE 127,700 0 0
VEEVA SYS INC CL A COM 922475108 11,424,986 64,377 SH SOLE 64,377 0 0
PG&E CORP COM 69331C108 11,439,248 680,098 SH SOLE 680,098 0 0
ROBINHOOD MKTS INC COM 770700102 11,451,976 114,200 SH SOLE 114,200 0 0
AERCAP HOLDINGS NV SHS N00985106 11,464,577 78,643 SH SOLE 78,643 0 0
MOODYS CORP COM 615369105 11,485,598 25,359 SH SOLE 25,359 0 0
CONSOLIDATED EDISON INC COM 209115104 11,549,772 104,400 SH SOLE 104,400 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 11,568,884 72,514 SH SOLE 72,514 0 0
ILLUMINA INC COM 452327109 11,627,814 66,131 SH SOLE 66,131 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 11,654,724 9,123 SH SOLE 9,123 0 0
EMERSON ELEC CO COM 291011104 11,697,216 81,713 SH SOLE 81,713 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 11,793,860 23,743 SH SOLE 23,743 0 0
CARDINAL HEALTH INC COM 14149Y108 11,852,581 49,893 SH SOLE 49,893 0 0
CLOUDFLARE INC CL A COM 18915M107 11,860,760 48,356 SH SOLE 48,356 0 0
IDEXX LABS INC COM 45168D104 11,861,220 22,531 SH SOLE 22,531 0 0
WILLIAMS SONOMA INC COM 969904101 12,003,251 51,494 SH SOLE 51,494 0 0
3M CO COM 88579Y101 12,028,780 74,293 SH SOLE 74,293 0 0
STARBUCKS CORP COM 855244109 12,089,690 118,306 SH SOLE 118,306 0 0
S&P GLOBAL INC COM 78409V104 12,280,518 30,154 SH SOLE 30,154 0 0
ROCKET LAB CORP COM 773121108 12,297,210 120,976 SH SOLE 120,976 0 0
SHERWIN WILLIAMS CO COM 824348106 12,347,315 35,860 SH SOLE 35,860 0 0
NUCOR CORP COM 670346105 12,514,540 56,182 SH SOLE 56,182 0 0
BURLINGTON STORES INC COM 122017106 12,523,104 39,530 SH SOLE 39,530 0 0
FRANCO NEV CORP COM 351858105 12,527,309 42,332 SH SOLE 42,332 0 0
NUTRIEN LTD COM 67077M108 12,633,643 141,395 SH SOLE 141,395 0 0
C H ROBINSON WORLDWIDE IN COM 12541W209 12,637,991 67,102 SH SOLE 67,102 0 0
INSMED INC COM 457669307 12,961,793 121,570 SH SOLE 121,570 0 0
BANK MONTREAL MEDIUM COM 063671101 13,034,840 52,000 SH SOLE 52,000 0 0
FOX CORP CL A COM 35137L105 13,212,128 253,300 SH SOLE 253,300 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 13,214,674 137,481 SH SOLE 137,481 0 0
EDISON INTL COM 281020107 13,296,472 178,596 SH SOLE 178,596 0 0
AMERICAN ELEC PWR CO INC COM 025537101 13,352,656 97,600 SH SOLE 97,600 0 0
ALAMOS GOLD INC COM 011532108 13,356,316 310,612 SH SOLE 310,612 0 0
DEERE & CO COM 244199105 13,525,819 21,323 SH SOLE 21,323 0 0
ALLSTATE CORP COM 020002101 13,538,310 56,898 SH SOLE 56,898 0 0
LAS VEGAS SANDS CORP COM 517834107 13,552,146 293,400 SH SOLE 293,400 0 0
F5 INC COM 315616102 13,575,687 32,637 SH SOLE 32,637 0 0
MONGODB INC CL A 60937P106 13,610,668 40,520 SH SOLE 40,520 0 0
UNITED PARCEL SVCS INC CL B 911312106 13,722,268 127,649 SH SOLE 127,649 0 0
FORTIS INC COM 349553107 13,844,919 170,399 SH SOLE 170,399 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,927,815 101,700 SH SOLE 101,700 0 0
PNC FINL SVCS GROUP INC COM 693475105 14,083,538 57,199 SH SOLE 57,199 0 0
GARMIN LTD SHS H2906T109 14,123,178 59,456 SH SOLE 59,456 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 14,169,961 115,100 SH SOLE 115,100 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 14,232,456 70,594 SH SOLE 70,594 0 0
REDDIT INC CL A 75734B100 14,320,350 82,500 SH SOLE 82,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 14,379,952 31,320 SH SOLE 31,320 0 0
ADOBE INC COM 00724F101 14,504,960 70,749 SH SOLE 70,749 0 0
UBS GROUP AG SHS H42097107 14,665,445 366,087 SH SOLE 366,087 0 0
MARRIOTT INTL INC NEW CL A 571903202 14,735,029 39,761 SH SOLE 39,761 0 0
ILLINOIS TOOL WKS INC COM 452308109 14,774,694 54,626 SH SOLE 54,626 0 0
NORDSON CORP COM 655663102 14,814,789 49,106 SH SOLE 49,106 0 0
MCKESSON CORP COM 58155Q103 15,006,972 19,861 SH SOLE 19,861 0 0
ACCENTURE PLC IRELAND SHS G1151C101 15,097,807 121,326 SH SOLE 121,326 0 0
ULTA BEAUTY INC COM 90384S303 15,164,653 33,626 SH SOLE 33,626 0 0
AT&T INC COM 00206R102 15,313,591 739,787 SH SOLE 739,787 0 0
CUMMINS INC COM 231021106 15,319,751 21,480 SH SOLE 21,480 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 15,492,994 171,269 SH SOLE 171,269 0 0
EXPEDITORS INTL WASH INC COM 302130109 15,551,715 95,421 SH SOLE 95,421 0 0
CAPITAL ONE FINL CORP COM 14040H105 15,592,788 77,723 SH SOLE 77,723 0 0
CELESTICA INC COM 15101Q207 15,879,268 30,700 SH SOLE 30,700 0 0
CREDICORP LTD COM G2519Y108 15,894,864 40,800 SH SOLE 40,800 0 0
AUTODESK INC COM 052769106 15,923,387 81,902 SH SOLE 81,902 0 0
DANAHER CORP DEL COM 235851102 15,932,128 83,642 SH SOLE 83,642 0 0
HERSHEY CO COM 427866108 16,000,865 91,199 SH SOLE 91,199 0 0
PAN AMERN SILVER CORP COM 697900108 16,037,737 252,245 SH SOLE 252,245 0 0
FOX CORP CL B COM 35137L204 16,357,558 349,222 SH SOLE 349,222 0 0
NETAPP INC COM 64110D104 16,460,738 106,363 SH SOLE 106,363 0 0
HOWMET AEROSPACE INC COM 443201108 16,473,590 61,272 SH SOLE 61,272 0 0
XPO INC COM 983793100 16,854,309 82,100 SH SOLE 82,100 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 16,862,798 56,017 SH SOLE 56,017 0 0
MEDTRONIC PLC SHS G5960L103 16,939,064 216,529 SH SOLE 216,529 0 0
CENCORA INC COM 03073E105 17,165,567 60,660 SH SOLE 60,660 0 0
STONECO LTD COM G85158106 17,274,624 1,593,600 SH SOLE 1,593,600 0 0
AMGEN INC COM 031162100 17,470,842 48,246 SH SOLE 48,246 0 0
LUMENTUM HLDGS INC COM 55024U109 17,503,566 20,399 SH SOLE 20,399 0 0
PFIZER INC COM 717081103 17,536,814 728,273 SH SOLE 728,273 0 0
CIENA CORP COM 171779309 17,610,613 35,899 SH SOLE 35,899 0 0
ROSS STORES INC COM 778296103 17,627,811 82,818 SH SOLE 82,818 0 0
EQUINIX INC COM 29444U700 17,694,570 16,975 SH SOLE 16,975 0 0
REGENERON PHARMACEUTICALS COM 75886F107 18,027,788 28,912 SH SOLE 28,912 0 0
IQVIA HLDGS INC COM 46266C105 18,163,646 94,005 SH SOLE 94,005 0 0
CVS HEALTH CORP COM 126650100 18,200,269 175,933 SH SOLE 175,933 0 0
SIMON PPTY GROUP INC NEW COM 828806109 18,263,706 81,662 SH SOLE 81,662 0 0
ELECTRONIC ARTS INC COM 285512109 18,281,776 89,162 SH SOLE 89,162 0 0
TAPESTRY INC COM 876030107 18,502,432 126,400 SH SOLE 126,400 0 0
CITIZENS FINL GROUP INC COM 174610105 18,911,893 269,900 SH SOLE 269,900 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 18,912,034 34,904 SH SOLE 34,904 0 0
BOOKING HOLDINGS INC COM 09857L108 18,998,602 106,590 SH SOLE 106,590 0 0
CSX CORP COM 126408103 19,104,541 401,947 SH SOLE 401,947 0 0
WARNER BROS DISCOVERY INC COM 934423104 19,153,477 718,435 SH SOLE 718,435 0 0
SOUTHERN COPPER CORP COM 84265V105 19,277,512 110,625 SH SOLE 110,625 0 0
INCYTE CORP COM 45337C102 19,378,665 170,948 SH SOLE 170,948 0 0
NEWMONT CORP COM 651639106 19,567,580 209,503 SH SOLE 209,503 0 0
UNION PAC CORP COM 907818108 19,739,856 72,573 SH SOLE 72,573 0 0
GE VERNOVA INC COM 36828A101 19,747,047 16,808 SH SOLE 16,808 0 0
DOLLAR GEN CORP COM 256677105 19,814,230 172,133 SH SOLE 172,133 0 0
ECOLAB INC COM 278865100 19,961,013 71,645 SH SOLE 71,645 0 0
VERALTO CORP COM 92338C103 20,050,548 226,100 SH SOLE 226,100 0 0
CME GROUP INC COM 12572Q105 20,314,152 91,990 SH SOLE 91,990 0 0
NXP SEMICONDUCTORS N V COM N6596X109 20,470,506 72,841 SH SOLE 72,841 0 0
SS&C TECH HLDGS COM 78467J100 20,538,550 331,000 SH SOLE 331,000 0 0
LINDE PLC SHS G54950103 20,760,195 40,005 SH SOLE 40,005 0 0
APPLOVIN CORP COM 03831W108 20,766,860 40,306 SH SOLE 40,306 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 20,948,667 143,376 SH SOLE 143,376 0 0
PALO ALTO NETWORKS INC COM 697435105 20,952,269 61,440 SH SOLE 61,440 0 0
UBER TECHNOLOGIES INC COM 90353T100 21,150,096 293,100 SH SOLE 293,100 0 0
VERTIV HOLDINGS CO COM 92537N108 21,265,423 63,513 SH SOLE 63,513 0 0
US BANCORP COM 902973304 21,617,160 357,900 SH SOLE 357,900 0 0
FEDEX CORP COM 31428X106 21,705,545 69,318 SH SOLE 69,318 0 0
BLOOM ENERGY CORP COM 093712107 21,758,681 71,882 SH SOLE 71,882 0 0
COMFORT SYS USA INC COM 199908104 21,767,757 10,983 SH SOLE 10,983 0 0
HCA HEALTHCARE INC COM 40412C101 21,959,774 56,323 SH SOLE 56,323 0 0
MCDONALDS CORP COM 580135101 22,168,393 82,011 SH SOLE 82,011 0 0
AMERICAN EXPRESS CO COM 025816109 22,459,800 66,400 SH SOLE 66,400 0 0
CANADIAN IMPERIAL BANK OF CO COM 136069101 22,463,686 137,544 SH SOLE 137,544 0 0
VERIZON COM 92343V104 22,907,718 541,042 SH SOLE 541,042 0 0
FIRST SOLAR INC COM 336433107 23,090,102 97,856 SH SOLE 97,856 0 0
LOWES COS INC COM 548661107 23,220,463 105,313 SH SOLE 105,313 0 0
PROLOGIS INC. COM 74340W103 23,670,402 174,728 SH SOLE 174,728 0 0
AIRBNB INC COM 009066101 23,673,033 165,430 SH SOLE 165,430 0 0
DISNEY WALT CO COM 254687106 24,478,300 254,320 SH SOLE 254,320 0 0
ANALOG DEVICES INC COM 032654105 24,730,187 62,266 SH SOLE 62,266 0 0
EXPEDIA GROUP INC COM 30212P303 25,094,919 98,073 SH SOLE 98,073 0 0
SCHWAB CHARLES CORP COM 808513105 25,630,022 277,772 SH SOLE 277,772 0 0
NATERA INC COM 632307104 26,259,259 96,737 SH SOLE 96,737 0 0
SALESFORCE INC COM 79466L302 26,392,824 168,472 SH SOLE 168,472 0 0
CHUBB LIMITED COM H1467J104 26,510,594 77,803 SH SOLE 77,803 0 0
GILEAD SCIENCES INC COM 375558103 26,683,134 211,201 SH SOLE 211,201 0 0
ARISTA NETWORKS INC COM 040413205 26,756,100 157,500 SH SOLE 157,500 0 0
BANK NOVA SCOTIA B C COM 064149107 27,151,450 220,260 SH SOLE 220,260 0 0
AGNICO EAGLE MINES LTD COM 008474108 27,338,082 124,061 SH SOLE 124,061 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 27,914,555 28,927 SH SOLE 28,927 0 0
ORACLE CORP COM 68389X105 28,120,893 191,886 SH SOLE 191,886 0 0
WELLS FARGO & CO COM 949746101 28,436,424 344,100 SH SOLE 344,100 0 0
PARKER-HANNIFIN CORP COM 701094104 28,920,074 29,567 SH SOLE 29,567 0 0
WELLTOWER INC COM 95040Q104 28,984,069 127,700 SH SOLE 127,700 0 0
CORNING INC COM 219350105 29,106,248 113,950 SH SOLE 113,950 0 0
KINROSS GOLD CORP COM 496902404 29,143,142 867,872 SH SOLE 867,872 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 29,355,200 509,462 SH SOLE 509,462 0 0
MARVELL TECHNOLOGY INC COM 573874104 30,237,920 101,507 SH SOLE 101,507 0 0
TERADYNE INC COM 880770102 30,849,638 63,760 SH SOLE 63,760 0 0
MORGAN STANLEY COM 617446448 31,548,317 150,920 SH SOLE 150,920 0 0
PROCTER & GAMBLE CO COM 742718109 31,569,246 215,284 SH SOLE 215,284 0 0
NEXTERA ENERGY INC COM 65339F101 32,123,381 365,995 SH SOLE 365,995 0 0
AMPHENOL CORP CL A 032095101 32,264,444 182,988 SH SOLE 182,988 0 0
INTUITIVE SURGICAL INC COM 46120E602 32,518,294 81,770 SH SOLE 81,770 0 0
NETFLIX INC. COM 64110L106 33,490,170 469,050 SH SOLE 469,050 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 34,182,567 44,792 SH SOLE 44,792 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 35,152,187 34,757 SH SOLE 34,757 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 36,327,042 72,457 SH SOLE 72,457 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 36,562,312 2,736,700 SH SOLE 2,736,700 0 0
TJX COS INC NEW COM 872540109 36,836,468 243,145 SH SOLE 243,145 0 0
DELL TECHNOLOGIES INC CL C 24703L202 37,178,045 86,168 SH SOLE 86,168 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 37,901,484 134,780 SH SOLE 134,780 0 0
CITIGROUP INC COM 172967424 38,433,016 274,600 SH SOLE 274,600 0 0
QUAL COM 747525103 38,673,590 209,284 SH SOLE 209,284 0 0
TEXAS INSTRS INC COM 882508104 40,145,856 134,686 SH SOLE 134,686 0 0
PEPSICO INC COM 713448108 40,456,708 298,794 SH SOLE 298,794 0 0
ROYAL BK CDA COM 780087102 43,869,037 149,377 SH SOLE 149,377 0 0
WESTERN DIGITAL CORP COM 958102105 44,108,087 69,057 SH SOLE 69,057 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 44,416,269 380,700 SH SOLE 380,700 0 0
HOME DEPOT INC COM 437076102 44,523,029 126,242 SH SOLE 126,242 0 0
SHOPIFY INC CL A 82509L107 45,158,905 278,312 SH SOLE 278,312 0 0
KLA CORP COM 482480100 46,137,493 152,920 SH SOLE 152,920 0 0
UNITEDHEALTH GROUP INC COM 91324P102 46,207,665 111,175 SH SOLE 111,175 0 0
TORONTO DOMINION BK ONT COM 891160509 46,658,643 270,579 SH SOLE 270,579 0 0
GE AEROSPACE COM 369604301 49,851,845 133,390 SH SOLE 133,390 0 0
MERCK & CO INC COM 58933Y105 50,023,122 389,285 SH SOLE 389,285 0 0
COCA COLA CO COM 191216100 50,272,322 618,584 SH SOLE 618,584 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 51,209,499 54,742 SH SOLE 54,742 0 0
BANK OF AMER CORP COM 060505104 51,236,929 899,209 SH SOLE 899,209 0 0
MASTERCARD INCORPORATED CL A 57636Q104 60,547,790 117,889 SH SOLE 117,889 0 0
CISCO SYS INC COM 17275R102 65,550,550 558,067 SH SOLE 558,067 0 0
VISA INC COM 92826C839 67,305,338 196,174 SH SOLE 196,174 0 0
ABBVIE INC COM 00287Y109 67,643,600 268,811 SH SOLE 268,811 0 0
INTEL CORP COM 458140100 72,121,827 516,521 SH SOLE 516,521 0 0
WALMART INC COM 931142103 72,706,124 641,940 SH SOLE 641,940 0 0
ASTRAZENECA PLC ORD G0593M107 74,266,674 526,714 SH SOLE 526,714 0 0
LAM RESEARCH CORP COM 512807306 82,132,935 189,539 SH SOLE 189,539 0 0
JOHNSON & JOHNSON COM 478160104 89,696,363 353,177 SH SOLE 353,177 0 0
APPLIED MATLS INC COM 038222105 91,263,567 126,229 SH SOLE 126,229 0 0
JPMORGAN CHASE & CO COM 46625H100 105,428,083 322,085 SH SOLE 322,085 0 0
ADVANCED MICRO DEVICES INC COM 007903107 107,868,016 185,688 SH SOLE 185,688 0 0
ELI LILLY & CO COM 532457108 136,150,898 113,513 SH SOLE 113,513 0 0
META PLATFORMS INC CL A 30303M102 160,143,910 284,301 SH SOLE 284,301 0 0
MICRON TECHNOLOGY INC COM 595112103 196,185,437 169,962 SH SOLE 169,962 0 0
ALPHABET INC CAP STK CL C 02079K107 214,053,321 605,817 SH SOLE 605,817 0 0
BROAD COM 11135F101 223,575,115 591,860 SH SOLE 591,860 0 0
ALPHABET INC CAP STK CL A 02079K305 269,822,212 755,022 SH SOLE 755,022 0 0
AMAZON COM 023135106 290,786,955 1,220,051 SH SOLE 1,220,051 0 0
MICROSOFT CORP COM 594918104 336,483,437 902,052 SH SOLE 902,052 0 0
APPLE INC COM 037833100 557,691,341 1,927,327 SH SOLE 1,927,327 0 0
NVIDIA CORPORATION COM 67066G104 594,867,170 2,972,998 SH SOLE 2,972,998 0 0