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
LAM RESEARCH CORP COM NEW 512807306 7,753,165 23,601 SH SOLE 23,601 0 0
GILEAD SCIENCES INC COM 375558103 2,883,670 19,347 SH SOLE 19,347 0 0
ANALOG DEVICES INC COM 032654105 5,487,689 13,833 SH SOLE 13,833 0 0
MONGODB INC CL A 60937P106 1,309,728 3,757 SH SOLE 3,757 0 0
NASDAQ OMX GROUP/THE COM 631103108 2,084,671 22,657 SH SOLE 22,657 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 1,613,923 3,278 SH SOLE 3,278 0 0
PACKAGING CORP OF AMERICA COM 695156109 1,379,916 6,019 SH SOLE 6,019 0 0
MERCK & CO. INC. COM 58933Y105 5,474,264 37,673 SH SOLE 37,673 0 0
MODERNA INC COM 60770K107 1,125,957 5,847 SH SOLE 5,847 0 0
CHURCH & DWIGHT CO INC COM 171340102 1,813,923 19,252 SH SOLE 19,252 0 0
MASTERCARD INC - A CL A 57636Q104 6,340,251 11,497 SH SOLE 11,497 0 0
PROGRESSIVE CORP COM 743315103 2,480,671 11,966 SH SOLE 11,966 0 0
SERVICE CORP INTERNATIONAL COM 817565104 2,027,341 26,623 SH SOLE 26,623 0 0
INTEL CORP COM 458140100 8,869,487 73,771 SH SOLE 73,771 0 0
APTIV PLC COM SHS G3265R107 1,778,275 41,336 SH SOLE 41,336 0 0
META PLATFORMS INC-CLASS A CL A 30303M102 23,769,950 32,778 SH SOLE 32,778 0 0
S&P GLOBAL INC COM 78409V104 1,930,142 4,893 SH SOLE 4,893 0 0
PEPSICO INC COM 713448108 3,133,786 24,730 SH SOLE 24,730 0 0
WELLTOWER INC COM 95040Q104 4,015,846 17,442 SH SOLE 17,442 0 0
MCCORMICK & CO-NON VTG SHRS COM NON VTG 579780206 1,227,605 26,457 SH SOLE 26,457 0 0
AUTODESK INC COM 052769106 2,146,221 10,269 SH SOLE 10,269 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,266,394 14,295 SH SOLE 14,295 0 0
TEXAS INSTRUMENTS INC COM 882508104 5,804,585 20,724 SH SOLE 20,724 0 0
REGAL REXNORD CORP COM 758750103 1,237,312 7,977 SH SOLE 7,977 0 0
METLIFE INC COM 59156R108 2,303,154 24,460 SH SOLE 24,460 0 0
OWENS CORNING COM 690742101 1,498,008 12,832 SH SOLE 12,832 0 0
CISCO SYSTEMS INC COM 17275R102 6,427,233 59,716 SH SOLE 59,716 0 0
HOME DEPOT INC COM 437076102 5,362,637 18,850 SH SOLE 18,850 0 0
STRYKER CORP COM 863667101 1,708,520 6,204 SH SOLE 6,204 0 0
MARVELL TECHNOLOGY INC COM 573874104 3,445,298 13,040 SH SOLE 13,040 0 0
NETFLIX INC COM 64110L106 4,586,505 65,917 SH SOLE 65,917 0 0
MSCI INC COM 55354G100 800,987 1,487 SH SOLE 1,487 0 0
LABCORP HOLDINGS INC COM SHS 504922105 1,877,930 6,095 SH SOLE 6,095 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,850,900 15,235 SH SOLE 15,235 0 0
CADENCE DESIGN SYS INC COM 127387108 2,926,430 8,863 SH SOLE 8,863 0 0
T-MOBILE US INC COM 872590104 1,195,376 7,330 SH SOLE 7,330 0 0
UNITED RENTALS INC COM 911363109 2,288,784 2,287 SH SOLE 2,287 0 0
BLACKROCK INC COM 09247F209 3,438,384 3,249 SH SOLE 3,249 0 0
BROADRIDGE FINANCIAL SOLUTIO COM 11133T103 1,596,984 9,913 SH SOLE 9,913 0 0
AUTOMATIC DATA PROCESSING COM 053015103 2,672,211 10,355 SH SOLE 10,355 0 0
TJX COMPANIES INC COM 872540109 2,465,729 18,636 SH SOLE 18,636 0 0
ELEVANCE HEALTH INC COM 036752103 1,442,522 3,710 SH SOLE 3,710 0 0
AMPHENOL CORP-CL A CL A 032095101 4,222,250 50,086 SH SOLE 50,086 0 0
ILLINOIS TOOL WORKS COM 452308109 925,693 3,598 SH SOLE 3,598 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,177,097 5,354 SH SOLE 5,354 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,950,499 31,258 SH SOLE 31,258 0 0
SNOWFLAKE INC CL A 833445109 1,756,544 5,173 SH SOLE 5,173 0 0
AMERICAN EXPRESS CO COM 025816109 2,931,828 9,641 SH SOLE 9,641 0 0
BROADCOM INC COM 11135F101 26,978,416 76,820 SH SOLE 76,820 0 0
GENERAL MOTORS CO COM 37045V100 1,674,134 21,742 SH SOLE 21,742 0 0
SANDISK CORP COM 80004C200 3,639,850 2,092 SH SOLE 2,092 0 0
WALT DISNEY CO/THE COM 254687106 2,453,296 23,387 SH SOLE 23,387 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 1,162,723 4,179 SH SOLE 4,179 0 0
PALANTIR TECHNOLOGIES INC-A CL A 69608A108 9,678,154 51,741 SH SOLE 51,741 0 0
MSA SAFETY INC COM 553498106 1,792,319 10,076 SH SOLE 10,076 0 0
HONEYWELL AEROSPACE INC COM 43849R105 1,043,413 6,733 SH SOLE 6,733 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,563,324 10,283 SH SOLE 10,283 0 0
ROYALTY PHARMA PLC- CL A SHS CLASS A G7709Q104 1,100,961 18,865 SH SOLE 18,865 0 0
TRANSUNION COM 89400J107 1,112,201 18,197 SH SOLE 18,197 0 0
US BANCORP COM NEW 902973304 2,073,526 35,899 SH SOLE 35,899 0 0
JOHNSON CONTROLS INTERNATION COM 478160104 2,720,146 18,299 SH SOLE 18,299 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,878,751 4,308 SH SOLE 4,308 0 0
REGENERON PHARMACEUTICALS COM 75886F907 2,528,830 3,335 SH SOLE 3,335 0 0
ELI LILLY & CO COM 532457108 18,517,908 16,004 SH SOLE 16,004 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 1,420,259 6,733 SH SOLE 6,733 0 0
STATE STREET CORP COM 857477103 2,280,495 13,062 SH SOLE 13,062 0 0
SERVICENOW INC COM 81762P102 2,300,282 17,165 SH SOLE 17,165 0 0
CITIGROUP INC COM NEW 172967424 5,217,526 40,296 SH SOLE 40,296 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 27,155,274 79,695 SH SOLE 79,695 0 0
DECKERS OUTDOOR CORP COM 243537107 1,077,160 13,785 SH SOLE 13,785 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,492,582 10,523 SH SOLE 10,523 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 195,185 49,414 SH SOLE 49,414 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,273,030 17,089 SH SOLE 17,089 0 0
FORTINET INC COM 34959E109 1,634,760 9,145 SH SOLE 9,145 0 0
CORNING INC COM 219350105 1,884,175 12,254 SH SOLE 12,254 0 0
JACOBS SOLUTIONS INC COM 46982L108 1,258,011 9,300 SH SOLE 9,300 0 0
ARISTA NETWORKS INC COM 040413205 5,659,191 27,797 SH SOLE 27,797 0 0
COLGATE-PALMOLIVE CO COM 194162103 1,720,478 20,165 SH SOLE 20,165 0 0
AT&T INC COM 00206R102 2,649,352 108,580 SH SOLE 108,580 0 0
ORACLE CORP COM 68389X105 5,146,141 37,481 SH SOLE 37,481 0 0
REPUBLIC SERVICES INC COM 760759100 2,307,521 10,995 SH SOLE 10,995 0 0
CROWDSTRIKE HOLDINGS INC - A CL A 22788C105 7,477,070 28,242 SH SOLE 28,242 0 0
PALO ALTO NETWORKS INC COM 697435105 7,688,743 19,352 SH SOLE 19,352 0 0
MARRIOTT INTERNATIONAL -CL A CL A 571903202 2,188,793 6,154 SH SOLE 6,154 0 0
LUMENTUM HOLDINGS INC COM 55024U109 4,197,786 4,322 SH SOLE 4,322 0 0
ALLSTATE CORP COM 020002101 3,333,225 15,024 SH SOLE 15,024 0 0
PROCTER & GAMBLE CO/THE COM 742718109 4,437,142 30,542 SH SOLE 30,542 0 0
VERISK ANALYTICS INC COM 92345Y106 1,571,412 9,362 SH SOLE 9,362 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,067,382 6,878 SH SOLE 6,878 0 0
CLOUDFLARE INC - CLASS A CL A COM 18915M107 3,077,943 8,863 SH SOLE 8,863 0 0
WABTEC CORP COM 929740108 1,923,244 6,697 SH SOLE 6,697 0 0
OTIS WORLDWIDE CORP COM 68902V107 961,841 14,954 SH SOLE 14,954 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 2,393,851 19,564 SH SOLE 19,564 0 0
CATERPILLAR INC COM 149123951 5,219,866 6,438 SH SOLE 6,438 0 0
SALESFORCE INC COM 79466L302 2,805,575 12,221 SH SOLE 12,221 0 0
SEAGATE TECHNOLOGY HOLDINGS ORD SHS G7997R103 2,971,779 3,222 SH SOLE 3,222 0 0
EQUINIX INC COM 29444U700 2,919,420 2,886 SH SOLE 2,886 0 0
WATERS CORP COM 941848103 2,160,481 4,917 SH SOLE 4,917 0 0
IDEXX LABORATORIES INC COM 45168D104 1,669,964 3,198 SH SOLE 3,198 0 0
WESTERN DIGITAL CORP COM 958102105 2,312,747 5,089 SH SOLE 5,089 0 0
MICRON TECHNOLOGY INC COM 595112103 18,071,721 16,967 SH SOLE 16,967 0 0
ROYAL GOLD INC COM 780287108 2,794,240 11,840 SH SOLE 11,840 0 0
MICROSOFT CORP COM 594918104 59,409,720 115,831 SH SOLE 115,831 0 0
ADVANCED DRAINAGE SYSTEMS IN COM 00790R104 1,313,983 10,370 SH SOLE 10,370 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,564,437 8,243 SH SOLE 8,243 0 0
PROLOGIS INC COM 74340W103 3,084,998 23,760 SH SOLE 23,760 0 0
INGREDION INC COM 457187102 1,208,452 12,613 SH SOLE 12,613 0 0
CUMMINS INC COM 231021106 1,612,215 3,121 SH SOLE 3,121 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,027,457 3,878 SH SOLE 3,878 0 0
ABBVIE INC COM 00287Y109 9,287,230 35,503 SH SOLE 35,503 0 0
DEXCOM INC COM 252131107 1,630,018 18,890 SH SOLE 18,890 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 2,027,869 7,935 SH SOLE 7,935 0 0
EBAY INC COM 278642103 2,541,064 23,961 SH SOLE 23,961 0 0
LINDE PLC SHS G54950103 3,164,966 6,668 SH SOLE 6,668 0 0
GENPACT LTD SHS G3922B907 1,531,220 47,071 SH SOLE 47,071 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,987,254 45,527 SH SOLE 45,527 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 1,278,934 6,059 SH SOLE 6,059 0 0
NVIDIA CORP COM 67066G104 74,418,993 325,856 SH SOLE 325,856 0 0
INTL BUSINESS MACHINES CORP COM 459200101 1,601,750 7,283 SH SOLE 7,283 0 0
BANK OF AMERICA CORP COM 060505104 3,820,115 70,184 SH SOLE 70,184 0 0
APPLIED MATERIALS INC COM 038222105 8,667,380 16,949 SH SOLE 16,949 0 0
ADVANCED MICRO DEVICES COM 007903107 16,705,330 27,307 SH SOLE 27,307 0 0
VIVMARK RESIDENTIAL SH BEN INT 29476L107 1,320,619 21,735 SH SOLE 21,735 0 0
JONES LANG LASALLE INC COM 48020Q107 2,000,850 6,549 SH SOLE 6,549 0 0
DEERE & CO COM 244199105 2,298,716 3,423 SH SOLE 3,423 0 0
MONDELEZ INTERNATIONAL INC-A CL A 609207105 1,352,815 23,397 SH SOLE 23,397 0 0
REGENCY CENTERS CORP COM 758849103 994,316 13,833 SH SOLE 13,833 0 0
KLA CORP COM NEW 482480100 5,774,411 29,623 SH SOLE 29,623 0 0
ACCENTURE PLC-CL A SHS CLASS A G1151C101 2,556,545 13,942 SH SOLE 13,942 0 0
MOBILITY GLOBAL INC COM SHS 60744M106 83,915 4,893 SH SOLE 4,893 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 10,243,420 28,507 SH SOLE 28,507 0 0
ABBOTT LABORATORIES COM 002824100 4,271,334 43,219 SH SOLE 43,219 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 2,113,690 18,348 SH SOLE 18,348 0 0
VENTAS INC COM 92276F100 1,960,731 23,062 SH SOLE 23,062 0 0
GENERAL ELECTRIC COM NEW 369604301 3,048,575 9,762 SH SOLE 9,762 0 0
APPLE INC COM 037833100 69,351,748 208,251 SH SOLE 208,251 0 0
AUTOZONE INC COM 053332102 1,426,330 504 SH SOLE 504 0 0
JPMORGAN CHASE & CO COM 46625H100 15,816,321 47,808 SH SOLE 47,808 0 0
MORGAN STANLEY COM NEW 617446448 2,391,249 12,714 SH SOLE 12,714 0 0
CENCORA INC COM 03073E105 2,808,238 9,353 SH SOLE 9,353 0 0
SIMON PROPERTY GROUP INC COM 828806109 2,405,506 11,982 SH SOLE 11,982 0 0
GE HEALTHCARE TECHNOLOGY COMMON STOCK 36266G107 1,492,070 22,825 SH SOLE 22,825 0 0
EATON CORP PLC SHS G29183103 3,411,468 7,939 SH SOLE 7,939 0 0
LITTELFUSE INC COM 537008104 2,255,992 5,324 SH SOLE 5,324 0 0
DELL TECHNOLOGIES -C CL C 24703L202 2,475,108 4,601 SH SOLE 4,601 0 0