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
ABBOTT LABORATORIES COM 002824100 5,262,302 53,246 SH SOLE 53,246 0 0
ABBVIE INC COM 00287Y109 9,495,717 36,300 SH SOLE 36,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107 10,864,246 17,759 SH SOLE 17,759 0 0
AEROVIRONMENT INC COM 008073108 1,180,426 8,300 SH SOLE 8,300 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 1,414,015 38,900 SH SOLE 38,900 0 0
ALLIENT INC COM 019330109 1,272,240 11,400 SH SOLE 11,400 0 0
ALMONTY INDS INC COM NEW 020398707 1,118,600 85,000 SH SOLE 85,000 0 0
ALPHABET INC CAP STK CL A 02079K305 192,999,977 560,916 SH SOLE 560,916 0 0
AMAZON COM INC COM 023135106 55,740,336 223,722 SH SOLE 223,722 0 0
AMERICAN EXPRESS CO COM 025816109 31,921,377 104,970 SH SOLE 104,970 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 37,601,843 290,429 SH SOLE 290,429 0 0
AMETEK INC COM 031100100 22,821,879 92,124 SH SOLE 92,124 0 0
AMKOR TECHNOLOGY INC COM 031652100 14,421,733 275,329 SH SOLE 275,329 0 0
AMPHENOL CORP CL A 032095101 19,260,105 228,471 SH SOLE 228,471 0 0
ANALOG DEVICES INC COM 032654105 30,705,354 77,400 SH SOLE 77,400 0 0
APPLE INC COM 037833100 180,508,829 542,036 SH SOLE 542,036 0 0
APPLIED MATLS INC COM 038222105 35,392,098 69,209 SH SOLE 69,209 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,856,162 18,700 SH SOLE 18,700 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 3,355,132 11,583 SH SOLE 11,583 0 0
ASSOCIATED BANC-CORP COM 045487105 3,274,695 114,300 SH SOLE 114,300 0 0
ATI INC COM 01741R102 4,753,940 25,100 SH SOLE 25,100 0 0
BAKER HUGHES COMPANY CL A 05722G100 11,556,450 210,500 SH SOLE 210,500 0 0
BANK OF AMER CORP COM 060505104 36,154,583 664,240 SH SOLE 664,240 0 0
BENTLEY SYS INC COM CL B 08265T208 1,894,635 59,300 SH SOLE 59,300 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 13,986,000 233,100 SH SOLE 233,100 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 4,842,512 52,636 SH SOLE 52,636 0 0
BROADCOM INC COM 11135F101 79,045,845 225,080 SH SOLE 225,080 0 0
BURLINGTON STORES INC COM 122017106 5,103,329 19,100 SH SOLE 19,100 0 0
BWX TECHNOLOGIES INC COM 05605H100 16,950,736 123,728 SH SOLE 123,728 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 36,404,547 110,255 SH SOLE 110,255 0 0
CAMECO CORP COM 13321L108 33,472,668 385,341 SH SOLE 385,341 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 29,279,329 343,359 SH SOLE 343,359 0 0
CARLISLE COS INC COM 142339100 3,415,002 10,600 SH SOLE 10,600 0 0
CATERPILLAR INC COM 149123101 19,621,118 24,200 SH SOLE 24,200 0 0
CENTRUS ENERGY CORP CL A 15643U104 990,379 7,100 SH SOLE 7,100 0 0
CHEMED CORP NEW COM 16359R103 4,697,151 9,300 SH SOLE 9,300 0 0
CHENIERE ENERGY INC COM NEW 16411R208 26,844,890 99,784 SH SOLE 99,784 0 0
CHURCH & DWIGHT CO INC COM 171340102 18,225,823 193,439 SH SOLE 193,439 0 0
CISCO SYS INC COM 17275R102 16,252,130 151,000 SH SOLE 151,000 0 0
CLEAN HARBORS INC COM 184496107 10,698,902 34,487 SH SOLE 34,487 0 0
CMS ENERGY CORP COM 125896100 20,100,442 318,650 SH SOLE 318,650 0 0
COCA COLA CO COM 191216100 32,674,246 379,580 SH SOLE 379,580 0 0
COGNEX CORP COM 192422103 7,235,545 119,300 SH SOLE 119,300 0 0
COHERENT CORP COM 19247G107 12,663,640 44,000 SH SOLE 44,000 0 0
COMMERCIAL METALS CO COM 201723103 4,601,610 74,100 SH SOLE 74,100 0 0
CONSTELLATION ENERGY CORP COM 21037T109 24,365,852 95,921 SH SOLE 95,921 0 0
CORNING INC COM 219350105 4,843,440 31,500 SH SOLE 31,500 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 26,611,059 29,232 SH SOLE 29,232 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 3,574,125 13,500 SH SOLE 13,500 0 0
CULLEN FROST BANKERS INC COM 229899109 3,801,483 24,900 SH SOLE 24,900 0 0
CURTISS WRIGHT CORP COM 231561101 15,498,326 28,499 SH SOLE 28,499 0 0
DANAHER CORP DEL COM 235851102 10,912,667 49,256 SH SOLE 49,256 0 0
DATADOG INC CL A COM 23804L103 14,349,740 52,400 SH SOLE 52,400 0 0
DONALDSON INC COM 257651109 6,930,995 79,630 SH SOLE 79,630 0 0
DYNATRACE INC COM NEW 268150109 5,213,922 90,300 SH SOLE 90,300 0 0
EAGLE MATLS INC COM 26969P108 3,676,930 21,500 SH SOLE 21,500 0 0
ECOLAB INC COM 278865100 20,893,341 76,092 SH SOLE 76,092 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 11,411,590 132,201 SH SOLE 132,201 0 0
ELI LILLY & CO COM 532457108 37,269,547 32,210 SH SOLE 32,210 0 0
EMERSON ELEC CO COM 291011104 35,626,315 229,699 SH SOLE 229,699 0 0
ENBRIDGE INC COM 29250N105 12,062,906 258,640 SH SOLE 258,640 0 0
ENERGY FUELS INC COM NEW 292671708 849,310 77,000 SH SOLE 77,000 0 0
EQUINIX INC COM 29444U700 2,914,362 2,881 SH SOLE 2,881 0 0
EQUINOX GOLD CORP COM 29446Y502 10,686,560 959,300 SH SOLE 959,300 0 0
ESSENTIAL UTILS INC COM 29670G102 7,007,172 178,800 SH SOLE 178,800 0 0
EVERCORE INC CLASS A 29977A105 3,399,000 13,200 SH SOLE 13,200 0 0
FRANCO NEV CORP COM 351858105 48,631,148 203,600 SH SOLE 203,600 0 0
GE VERNOVA INC COM 36828A101 37,197,426 39,135 SH SOLE 39,135 0 0
GILEAD SCIENCES INC COM 375558103 27,502,706 184,520 SH SOLE 184,520 0 0
GLOBUS MED INC CL A 379577208 7,864,500 105,000 SH SOLE 105,000 0 0
HALLIBURTON CO COM 406216101 15,155,880 476,600 SH SOLE 476,600 0 0
HEALTHEQUITY INC COM 42226A107 3,343,788 37,800 SH SOLE 37,800 0 0
HOME DEPOT INC COM 437076102 14,449,247 50,790 SH SOLE 50,790 0 0
HONEYWELL AEROSPACE INC COM 43849R105 4,866,058 31,400 SH SOLE 31,400 0 0
HONEYWELL INTL INC COM 438516205 6,623,516 31,400 SH SOLE 31,400 0 0
HOWMET AEROSPACE INC COM 443201108 15,212,188 67,257 SH SOLE 67,257 0 0
HUBBELL INC COM 443510607 13,979,952 30,820 SH SOLE 30,820 0 0
HUNTINGTON BANCSHARES INC COM 446150104 5,350,156 350,600 SH SOLE 350,600 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 7,180,177 26,885 SH SOLE 26,885 0 0
HYATT HOTELS CORP COM CL A 448579102 4,281,120 27,000 SH SOLE 27,000 0 0
IDEX CORP COM 45167R104 3,852,862 16,900 SH SOLE 16,900 0 0
INGREDION INC COM 457187102 2,874,300 30,000 SH SOLE 30,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 17,546,494 210,188 SH SOLE 210,188 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 24,585,256 60,461 SH SOLE 60,461 0 0
IQVIA HLDGS INC COM 46266C105 9,006,475 33,500 SH SOLE 33,500 0 0
ITT INC COM 45073V108 5,328,048 26,400 SH SOLE 26,400 0 0
JPMORGAN CHASE & CO COM 46625H100 17,257,747 52,165 SH SOLE 52,165 0 0
DEERE & CO COM 244199105 6,878,687 10,243 SH SOLE 10,243 0 0
KEURIG DR PEPPER INC COM 49271V100 9,805,888 323,200 SH SOLE 323,200 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 35,905,993 98,632 SH SOLE 98,632 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 18,868,998 79,690 SH SOLE 79,690 0 0
LOWES COS INC COM 548661107 8,996,669 48,818 SH SOLE 48,818 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 10,168,074 35,700 SH SOLE 35,700 0 0
MARRIOTT INTL INC NEW CL A 571903202 29,723,342 83,570 SH SOLE 83,570 0 0
MARTIN MARIETTA MATLS INC COM 573284106 6,765,321 14,100 SH SOLE 14,100 0 0
MATERION CORP COM 576690101 1,806,253 6,700 SH SOLE 6,700 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,870,330 104,964 SH SOLE 104,964 0 0
MDA SPACE LTD COM 55293N109 14,587,496 491,232 SH SOLE 491,232 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 5,300,413 3,508 SH SOLE 3,508 0 0
MICRON TECHNOLOGY INC COM 595112103 5,006,017 4,700 SH SOLE 4,700 0 0
MICROSOFT CORP COM 594918104 114,591,092 223,418 SH SOLE 223,418 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 2,236,608 158,400 SH SOLE 158,400 0 0
MONDELEZ INTL INC CL A 609207105 10,152,036 175,580 SH SOLE 175,580 0 0
MONGODB INC CL A 60937P106 11,959,763 34,307 SH SOLE 34,307 0 0
MOOG INC CL A 615394202 28,043,767 73,515 SH SOLE 73,515 0 0
MORGAN STANLEY COM NEW 617446448 15,736,654 83,670 SH SOLE 83,670 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 7,358,505 16,500 SH SOLE 16,500 0 0
MP MATERIALS CORP COM CL A 553368101 9,864,694 208,600 SH SOLE 208,600 0 0
MSCI INC COM 55354G100 3,501,290 6,500 SH SOLE 6,500 0 0
NETFLIX INC. COM 64110L106 18,652,171 268,068 SH SOLE 268,068 0 0
NEXTERA ENERGY INC COM 65339F101 8,147,806 107,576 SH SOLE 107,576 0 0
NIKE INC CL B 654106103 3,297,510 93,150 SH SOLE 93,150 0 0
NVIDIA CORPORATION COM 67066G104 203,484,068 890,989 SH SOLE 890,989 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 21,740,432 254,542 SH SOLE 254,542 0 0
ON SEMICONDUCTOR CORP COM 682189105 14,816,154 192,743 SH SOLE 192,743 0 0
OR ROYALTIES INC. COM SHS 68390D106 1,703,144 49,500 SH SOLE 49,500 0 0
OSHKOSH CORP COM 688239201 12,628,225 98,030 SH SOLE 98,030 0 0
PALO ALTO NETWORKS INC COM 697435105 44,975,492 113,200 SH SOLE 113,200 0 0
PARKER-HANNIFIN CORP COM 701094104 32,281,731 33,788 SH SOLE 33,788 0 0
PATTERSON-UTI ENERGY INC COM 703481101 2,015,832 184,600 SH SOLE 184,600 0 0
PEPSICO INC COM 713448108 3,958,733 31,240 SH SOLE 31,240 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 3,959,703 42,300 SH SOLE 42,300 0 0
PNC FINL SVCS GROUP INC COM 693475105 11,735,328 52,800 SH SOLE 52,800 0 0
PROCTER & GAMBLE CO COM 742718109 13,053,408 89,850 SH SOLE 89,850 0 0
QUANTINUUM INC CL A COM 74768A104 4,863,672 101,200 SH SOLE 101,200 0 0
REGAL REXNORD CORPORATION COM 758750103 6,245,039 40,262 SH SOLE 40,262 0 0
REPLIGEN CORP COM 759916109 15,051,609 78,300 SH SOLE 78,300 0 0
ROCKWELL AUTOMATION INC COM 773903109 28,082,703 64,509 SH SOLE 64,509 0 0
ROLLINS INC COM 775711104 5,445,877 180,806 SH SOLE 180,806 0 0
ROPER TECHNOLOGIES INC COM 776696106 3,434,001 9,828 SH SOLE 9,828 0 0
RUBRIK INC. CL A 781154109 13,587,589 118,700 SH SOLE 118,700 0 0
SAILPOINT INC COM 78781J109 13,577,107 666,852 SH SOLE 666,852 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 9,437,984 72,200 SH SOLE 72,200 0 0
SHERWIN WILLIAMS CO COM 824348106 10,631,380 32,887 SH SOLE 32,887 0 0
SK HYNIX INC AMERICAN DEPOSIT 78392B206 28,850,781 156,670 SH SOLE 156,670 0 0
SNOWFLAKE INC COM SHS 833445109 13,276,796 39,100 SH SOLE 39,100 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 8,761,815 155,572 SH SOLE 155,572 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,910,880 28,800 SH SOLE 28,800 0 0
STARBUCKS CORP COM 855244109 7,659,525 81,519 SH SOLE 81,519 0 0
STRYKER CORPORATION COM 863667101 11,237,840 40,807 SH SOLE 40,807 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 15,601,698 34,200 SH SOLE 34,200 0 0
TARGA RES CORP COM 87612G101 14,069,636 52,050 SH SOLE 52,050 0 0
TECK RESOURCES LTD CL B 878742204 21,418,005 324,200 SH SOLE 324,200 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 38,421,389 63,317 SH SOLE 63,317 0 0
TERADYNE INC COM 880770102 8,634,800 21,538 SH SOLE 21,538 0 0
TEXAS INSTRS INC COM 882508104 17,631,665 62,950 SH SOLE 62,950 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 49,776,837 73,738 SH SOLE 73,738 0 0
TIMKEN CO COM 887389104 2,358,350 20,200 SH SOLE 20,200 0 0
TJX COS INC NEW COM 872540109 30,483,959 230,398 SH SOLE 230,398 0 0
TRACTOR SUPPLY CO COM 892356106 7,812,174 249,670 SH SOLE 249,670 0 0
TWILIO INC CL A 90138F102 9,329,474 31,900 SH SOLE 31,900 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,377,297 34,700 SH SOLE 34,700 0 0
UNITED STATES ANTIMONY CORP COM 911549103 587,553 140,900 SH SOLE 140,900 0 0
VALMONT INDS INC COM 920253101 7,778,064 16,800 SH SOLE 16,800 0 0
VERALTO CORP COM SHS 92338C103 5,064,984 53,700 SH SOLE 53,700 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 7,842,150 15,000 SH SOLE 15,000 0 0
VISA INC COM CL A 92826C839 58,133,485 161,783 SH SOLE 161,783 0 0
WABTEC COM 929740108 19,584,814 68,197 SH SOLE 68,197 0 0
WALMART INC COM 931142103 40,093,375 385,810 SH SOLE 385,810 0 0
DISNEY WALT CO COM 254687106 16,068,897 153,183 SH SOLE 153,183 0 0
WASTE MGMT INC DEL COM 94106L109 50,203,473 246,192 SH SOLE 246,192 0 0
WOODWARD INC COM 980745103 4,689,965 14,273 SH SOLE 14,273 0 0
XYLEM INC COM 98419M100 24,806,593 244,955 SH SOLE 244,955 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 3,173,135 8,500 SH SOLE 8,500 0 0
ZIONS BANCORPORATION NATL AS COM 989701107 3,708,880 59,200 SH SOLE 59,200 0 0
ZOETIS INC CL A 98978V103 4,480,572 64,164 SH SOLE 64,164 0 0