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
ITT INC COM 45073V108 102,035,147 505,575 SH SOLE 505,575 0 0
ALPHABET INC CAP STK CL C 02079K107 843,593,188 2,475,768 SH SOLE 2,475,768 0 0
YUM CHINA HLDGS INC COM 98850P109 1,829,197 44,506 SH SOLE 44,506 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 108,609,422 1,699,944 SH SOLE 1,699,944 0 0
WELLTOWER INC COM 95040Q104 7,675,511 33,337 SH SOLE 33,337 0 0
ALPHABET INC CAP STK CL A 02079K305 289,449,730 841,228 SH SOLE 841,228 0 0
LUMENTUM HLDGS INC COM 55024U109 123,257,750 126,905 SH SOLE 126,905 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 52,028,534 350,833 SH SOLE 350,833 0 0
EVERSOURCE ENERGY COM 30040W108 16,157,605 251,833 SH SOLE 251,833 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 92,590,873 238,133 SH SOLE 238,133 0 0
LAM RESEARCH CORP COM NEW 512807306 5,358,984 16,313 SH SOLE 16,313 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 3,512,012 108,362 SH SOLE 108,362 0 0
NEXTPOWER INC COM 65290E101 2,102,318 26,977 SH SOLE 26,977 0 0
GE VERNOVA INC COM 36828A101 88,712,083 93,333 SH SOLE 93,333 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 233,082,841 2,167,406 SH SOLE 2,167,406 0 0
LINDE PLC SHS G54950103 422,879,925 890,930 SH SOLE 890,930 0 0
MARVELL TECHNOLOGY INC COM 573874104 5,142,319 19,463 SH SOLE 19,463 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 4,592,314 362,742 SH SOLE 362,742 0 0
APPLOVIN CORP COM CL A 03831W108 125,803,240 433,162 SH SOLE 433,162 0 0
CELESTICA INC COM 15101Q207 4,174,155 11,549 SH SOLE 11,549 0 0
AON PLC SHS CL A G0403H108 16,999,767 61,422 SH SOLE 61,422 0 0
GE AEROSPACE COM NEW 369604301 134,722,531 431,402 SH SOLE 431,402 0 0
BLACKSTONE INC COM 09260D107 2,632,882 23,489 SH SOLE 23,489 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 79,058,986 174,917 SH SOLE 174,917 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 7,490,748 380,241 SH SOLE 380,241 0 0
THE CIGNA GROUP COM 125523100 45,146,886 166,085 SH SOLE 166,085 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 231,505,500 475,000 SH SOLE 475,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 328,719,418 2,162,201 SH SOLE 2,162,201 0 0
VEEVA SYS INC CL A COM 922475108 2,204,530 7,723 SH SOLE 7,723 0 0
BROADCOM INC COM 11135F101 292,073,134 831,667 SH SOLE 831,667 0 0
BAKER HUGHES COMPANY CL A 05722G100 40,008,625 729,153 SH SOLE 729,153 0 0
SPROUTS FMRS MKT INC COM 85208M102 56,770,918 855,628 SH SOLE 855,628 0 0
ZOETIS INC CL A 98978V103 522,398 7,481 SH SOLE 7,481 0 0
ABBVIE INC COM 00287Y109 6,309,289 24,119 SH SOLE 24,119 0 0
EATON CORP PLC SHS G29183103 156,764,224 364,814 SH SOLE 364,814 0 0
META PLATFORMS INC CL A 30303M102 376,529,410 519,222 SH SOLE 519,222 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 2,319,172 9,832 SH SOLE 9,832 0 0
NXP SEMICONDUCTORS N V COM N6596X109 736,343 3,100 SH SOLE 3,100 0 0
HCA HEALTHCARE INC COM 40412C101 55,115,178 129,154 SH SOLE 129,154 0 0
PROLOGIS INC. COM 74340W103 401,837,401 3,094,866 SH SOLE 3,094,866 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 20,148,380 155,622 SH SOLE 155,622 0 0
VISA INC COM CL A 92826C839 511,344,197 1,423,049 SH SOLE 1,423,049 0 0
ULTA BEAUTY INC COM 90384S303 32,402,628 59,327 SH SOLE 59,327 0 0
MERCADOLIBRE INC COM 58733R102 264,859,195 153,228 SH SOLE 153,228 0 0
BANK OF NY MELLON CORP COM 064058100 3,160,889 21,855 SH SOLE 21,855 0 0
WESTERN DIGITAL CORP COM 958102105 384,948,980 847,047 SH SOLE 847,047 0 0
WOODWARD INC COM 980745103 4,266,084 12,983 SH SOLE 12,983 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 203,252,844 388,770 SH SOLE 388,770 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 69,569,920 171,089 SH SOLE 171,089 0 0
NETFLIX INC. COM 64110L106 84,563,775 1,215,346 SH SOLE 1,215,346 0 0
STRYKER CORPORATION COM 863667101 36,542,601 132,694 SH SOLE 132,694 0 0
EDISON INTL COM 281020107 1,300,696 24,208 SH SOLE 24,208 0 0
PRUDENTIAL FINL INC COM 744320102 1,684,051 14,827 SH SOLE 14,827 0 0
CENCORA INC COM 03073E105 34,783,662 115,849 SH SOLE 115,849 0 0
SLB LIMITED COM STK 806857108 56,066,489 1,150,790 SH SOLE 1,150,790 0 0
MERCK & CO INC COM 58933Y105 2,317,259 15,947 SH SOLE 15,947 0 0
SAP SE SPON ADR 803054204 40,840,190 195,895 SH SOLE 195,895 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 79,285,567 298,223 SH SOLE 298,223 0 0
ROLLINS INC COM 775711104 48,957,771 1,625,424 SH SOLE 1,625,424 0 0
ARCH CAP GROUP LTD ORD G0450A105 32,501,576 351,901 SH SOLE 351,901 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 31,712,090 470,925 SH SOLE 470,925 0 0
PROGRESSIVE CORP COM 743315103 202,784,423 978,170 SH SOLE 978,170 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 95,360,846 104,753 SH SOLE 104,753 0 0
PARKER-HANNIFIN CORP COM 701094104 268,528,434 281,058 SH SOLE 281,058 0 0
EXELON CORP COM 30161N101 30,016,877 742,992 SH SOLE 742,992 0 0
ORACLE CORP COM 68389X105 21,325,161 155,318 SH SOLE 155,318 0 0
CAPITAL ONE FINL CORP COM 14040H105 82,899,238 429,374 SH SOLE 429,374 0 0
NEWMONT CORP COM 651639106 74,944,933 649,774 SH SOLE 649,774 0 0
MICRON TECHNOLOGY INC COM 595112103 267,953,983 251,574 SH SOLE 251,574 0 0
MICROSOFT CORP COM 594918104 1,446,767,804 2,820,760 SH SOLE 2,820,760 0 0
MARTIN MARIETTA MATLS INC COM 573284106 5,404,580 11,264 SH SOLE 11,264 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 565,137 6,547 SH SOLE 6,547 0 0
MCDONALDS CORP COM 580135101 73,752,998 319,360 SH SOLE 319,360 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,106,919 6,424 SH SOLE 6,424 0 0
ELI LILLY & CO COM 532457108 628,686,690 543,339 SH SOLE 543,339 0 0
KLA CORP COM NEW 482480100 116,516,873 597,737 SH SOLE 597,737 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 12,355,179 100,974 SH SOLE 100,974 0 0
IDEXX LABS INC COM 45168D104 1,092,421 2,092 SH SOLE 2,092 0 0
HUMANA INC COM 444859102 59,520,723 155,989 SH SOLE 155,989 0 0
HOME DEPOT INC COM 437076102 2,914,031 10,243 SH SOLE 10,243 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 114,496,980 127,168 SH SOLE 127,168 0 0
NVIDIA CORPORATION COM 67066G104 1,795,085,299 7,860,081 SH SOLE 7,860,081 0 0
MCKESSON CORP COM 58155Q103 2,154,163 2,523 SH SOLE 2,523 0 0
GILEAD SCIENCES INC COM 375558103 3,130,199 21,001 SH SOLE 21,001 0 0
FLEX LTD ORD Y2573F102 701,296 6,376 SH SOLE 6,376 0 0
NEXTERA ENERGY INC COM 65339F101 75,902,311 1,002,143 SH SOLE 1,002,143 0 0
ENTERGY CORP NEW COM 29364G103 39,909,865 402,074 SH SOLE 402,074 0 0
ATMOS ENERGY CORP COM 049560105 16,536,334 105,704 SH SOLE 105,704 0 0
SALESFORCE INC COM 79466L302 2,458,924 10,711 SH SOLE 10,711 0 0
CITIGROUP INC COM NEW 172967424 142,395,759 1,099,751 SH SOLE 1,099,751 0 0
BANK OF AMER CORP COM 060505104 520,493,352 9,562,619 SH SOLE 9,562,619 0 0
MORGAN STANLEY COM NEW 617446448 67,820,896 360,596 SH SOLE 360,596 0 0
DANAHER CORP DEL COM 235851102 39,713,059 179,251 SH SOLE 179,251 0 0
CREDICORP LTD COM G2519Y108 1,291,558 3,400 SH SOLE 3,400 0 0
CONSOLIDATED EDISON INC COM 209115104 30,137,232 294,856 SH SOLE 294,856 0 0
COLGATE PALMOLIVE CO COM 194162103 72,582,492 850,709 SH SOLE 850,709 0 0
COCA COLA CO COM 191216100 250,497,362 2,910,053 SH SOLE 2,910,053 0 0
CISCO SYS INC COM 17275R102 110,658,170 1,028,135 SH SOLE 1,028,135 0 0
JPMORGAN CHASE & CO COM 46625H100 282,262,171 853,194 SH SOLE 853,194 0 0
CARDINAL HEALTH INC COM 14149Y108 37,973,630 170,668 SH SOLE 170,668 0 0
AMPHENOL CORP CL A 032095101 4,230,343 50,182 SH SOLE 50,182 0 0
SEMPRA COM 816851109 42,584,714 546,238 SH SOLE 546,238 0 0
UNITED RENTALS INC COM 911363109 103,425,609 103,345 SH SOLE 103,345 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 1,001,985 6,772 SH SOLE 6,772 0 0
BOSTON SCIENTIFIC CORP COM 101137107 40,525,708 928,424 SH SOLE 928,424 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 685,245,736 1,502,106 SH SOLE 1,502,106 0 0
YUM BRANDS INC COM 988498101 78,949,995 579,067 SH SOLE 579,067 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 116,714,839 2,544,470 SH SOLE 2,544,470 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 204,560,350 410,805 SH SOLE 410,805 0 0
AUTOZONE INC COM 053332102 59,509,661 21,028 SH SOLE 21,028 0 0
APPLIED MATLS INC COM 038222105 3,394,540 6,638 SH SOLE 6,638 0 0
APPLE INC COM 037833100 1,062,780,380 3,191,341 SH SOLE 3,191,341 0 0
VALERO ENERGY CORP COM 91913Y100 21,522,045 55,525 SH SOLE 55,525 0 0
COMFORT SYS USA INC COM 199908104 179,673,872 108,624 SH SOLE 108,624 0 0
AFLAC INC COM 001055102 41,487,035 371,149 SH SOLE 371,149 0 0
ALLSTATE CORP COM 020002101 45,066,644 203,131 SH SOLE 203,131 0 0
ADOBE INC COM 00724F101 169,209,767 705,217 SH SOLE 705,217 0 0
ADVANCED MICRO DEVICES INC COM 007903107 12,916,089 21,113 SH SOLE 21,113 0 0
AMAZON COM INC COM 023135106 609,455,781 2,446,140 SH SOLE 2,446,140 0 0