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
3M CO COM 88579Y101 56,677,713 345,280 SH SOLE 345,280 0 0
ABBVIE INC COM 00287Y109 15,682,321 59,950 SH SOLE 59,950 0 0
ADVANCED MICRO DEVICES INC COM 007903107 75,882,711 124,040 SH SOLE 124,040 0 0
AERCAP HOLDINGS NV SHS N00985106 493,709 3,440 SH SOLE 3,440 0 0
ALPHABET INC CAP STK CL C 02079K107 150,003,970 440,230 SH SOLE 440,230 0 0
AMAZON COM INC COM 023135106 123,668,096 496,360 SH SOLE 496,360 0 0
AMERICAN ELEC PWR CO INC COM 025537101 997,762 8,410 SH SOLE 8,410 0 0
AMERICAN EXPRESS CO COM 025816109 9,910,619 32,590 SH SOLE 32,590 0 0
AMERIPRISE FINL INC COM 03076C106 8,305,945 16,870 SH SOLE 16,870 0 0
AMETEK INC COM 031100100 525,188 2,120 SH SOLE 2,120 0 0
AMPHENOL CORP CL A 032095101 44,101,310 522,450 SH SOLE 522,450 0 0
ANALOG DEVICES INC COM 032654105 960,038 2,420 SH SOLE 2,420 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 16,311,072 140,540 SH SOLE 140,540 0 0
APPLE INC COM 037833100 185,235,715 556,230 SH SOLE 556,230 0 0
ASSURANT INC COM 04621X108 748,340 2,840 SH SOLE 2,840 0 0
BANK OF AMER CORP COM 060505104 41,561,660 763,580 SH SOLE 763,580 0 0
BIOGEN INC COM 09062X103 29,863,595 132,210 SH SOLE 132,210 0 0
BOOKING HOLDINGS INC COM 09857L108 22,592,359 138,680 SH SOLE 138,680 0 0
BROADCOM INC COM 11135F101 67,284,492 191,590 SH SOLE 191,590 0 0
BURLINGTON STORES INC COM 122017106 563,771 2,110 SH SOLE 2,110 0 0
CARDINAL HEALTH INC COM 14149Y108 887,775 3,990 SH SOLE 3,990 0 0
CBRE GROUP INC CL A 12504L109 1,717,644 13,370 SH SOLE 13,370 0 0
CHENIERE ENERGY INC COM NEW 16411R208 492,325 1,830 SH SOLE 1,830 0 0
CHEVRON CORPORATION COM 166764100 11,825,801 57,910 SH SOLE 57,910 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 11,512,225 360,320 SH SOLE 360,320 0 0
CINTAS CORP COM 172908105 1,256,186 6,440 SH SOLE 6,440 0 0
CITIGROUP INC COM NEW 172967424 44,166,922 341,110 SH SOLE 341,110 0 0
COCA COLA CO COM 191216100 35,523,799 410,380 SH SOLE 410,380 0 0
COHERENT CORP COM 19247G107 18,750,821 65,150 SH SOLE 65,150 0 0
COMFORT SYS USA INC COM 199908104 760,881 460 SH SOLE 460 0 0
CONOCOPHILLIPS COM 20825C104 8,171,044 65,290 SH SOLE 65,290 0 0
CONSTELLATION ENERGY CORP COM 21037T109 8,278,512 32,590 SH SOLE 32,590 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 46,008,584 50,540 SH SOLE 50,540 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 387,632 1,990 SH SOLE 1,990 0 0
CVS HEALTH CORP COM 126650100 31,494,502 367,540 SH SOLE 367,540 0 0
DEERE & CO COM 244199105 58,975,691 87,630 SH SOLE 87,630 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,298,466 28,203 SH SOLE 28,203 0 0
DEXCOM INC COM 252131107 7,090,449 82,170 SH SOLE 82,170 0 0
EATON CORP PLC SHS G29183103 9,221,577 21,460 SH SOLE 21,460 0 0
ECOLAB INC COM 278865100 4,293,966 15,600 SH SOLE 15,600 0 0
ELI LILLY & CO COM 532457108 62,887,298 54,350 SH SOLE 54,350 0 0
ENCOMPASS HEALTH CORP COM 29261A100 15,849,586 130,460 SH SOLE 130,460 0 0
EQUINIX INC COM 29444U700 28,364,704 28,040 SH SOLE 28,040 0 0
F5 INC COM 315616102 51,551,845 115,800 SH SOLE 115,800 0 0
FREEPORT MCMORAN INC CL B 35671D857 7,088,900 101,270 SH SOLE 101,270 0 0
GALLAGHER ARTHUR J & CO COM 363576109 32,188,603 141,110 SH SOLE 141,110 0 0
GE AEROSPACE COM NEW 369604301 2,532,672 8,110 SH SOLE 8,110 0 0
GE VERNOVA INC COM 36828A101 19,485,045 20,500 SH SOLE 20,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 36,914,759 41,000 SH SOLE 41,000 0 0
GRINDR INC COM 39854F101 367,234 23,800 SH SOLE 23,800 0 0
INTEL CORP COM 458140100 16,172,138 134,510 SH SOLE 134,510 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,675,316 4,120 SH SOLE 4,120 0 0
IONIS PHARMACEUTICALS INC COM 462222100 10,208,330 228,630 SH SOLE 228,630 0 0
IQVIA HLDGS INC COM 46266C105 596,847 2,220 SH SOLE 2,220 0 0
IRON MTN INC DEL COM 46284V101 7,324,862 65,560 SH SOLE 65,560 0 0
JPMORGAN CHASE & CO COM 46625H100 18,662,121 56,410 SH SOLE 56,410 0 0
LAM RESEARCH CORP COM NEW 512807306 50,018,120 152,120 SH SOLE 152,120 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 347,967 2,770 SH SOLE 2,770 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 22,495,511 564,080 SH SOLE 564,080 0 0
LINDE PLC SHS G54950103 32,793,570 69,090 SH SOLE 69,090 0 0
MARATHON PETE CORP COM 56585A102 16,599,731 41,980 SH SOLE 41,980 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,266,185 3,560 SH SOLE 3,560 0 0
MARVELL TECHNOLOGY INC COM 573874104 922,093 3,490 SH SOLE 3,490 0 0
MASTERCARD INCORPORATED CL A 57636Q104 959,558 1,740 SH SOLE 1,740 0 0
MEDTRONIC PLC SHS G5960L103 35,176,403 404,280 SH SOLE 404,280 0 0
META PLATFORMS INC CL A 30303M102 91,336,422 125,950 SH SOLE 125,950 0 0
MICRON TECHNOLOGY INC COM 595112103 55,311,162 51,930 SH SOLE 51,930 0 0
MICROSOFT CORP COM 594918104 170,062,253 331,570 SH SOLE 331,570 0 0
MODINE MFG CO COM 607828100 286,416 1,530 SH SOLE 1,530 0 0
MONDELEZ INTL INC CL A 609207105 10,437,632 179,070 SH SOLE 179,070 0 0
MORGAN STANLEY COM NEW 617446448 964,850 5,130 SH SOLE 5,130 0 0
NEXTERA ENERGY INC COM 65339F101 578,654 7,640 SH SOLE 7,640 0 0
NISOURCE INC COM 65473P105 329,550 8,450 SH SOLE 8,450 0 0
NVIDIA CORPORATION COM 67066G104 221,388,442 968,430 SH SOLE 968,430 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,766,279 20,680 SH SOLE 20,680 0 0
PALO ALTO NETWORKS INC COM 697435105 6,778,109 17,060 SH SOLE 17,060 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,802,529 8,110 SH SOLE 8,110 0 0
PROCTER & GAMBLE CO COM 742718109 1,589,363 10,940 SH SOLE 10,940 0 0
PTC INC COM 69370C100 1,506,822 10,740 SH SOLE 10,740 0 0
REPUBLIC SVCS INC COM 760759100 1,343,168 6,400 SH SOLE 6,400 0 0
ROCKWELL AUTOMATION INC COM 773903109 28,818,847 66,200 SH SOLE 66,200 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 842,994 3,150 SH SOLE 3,150 0 0
RYDER SYS INC COM 783549108 19,778,248 86,800 SH SOLE 86,800 0 0
S&P GLOBAL INC COM 78409V104 14,244,312 36,110 SH SOLE 36,110 0 0
SEMPRA COM 816851109 14,990,816 190,840 SH SOLE 190,840 0 0
SERVICENOW INC COM 81762P102 11,159,012 83,270 SH SOLE 83,270 0 0
SHERWIN WILLIAMS CO COM 824348106 1,024,766 3,170 SH SOLE 3,170 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 419,689 2,830 SH SOLE 2,830 0 0
SLB LIMITED COM STK 806857108 8,406,016 171,740 SH SOLE 171,740 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 8,845,947 18,150 SH SOLE 18,150 0 0
TAPESTRY INC COM 876030107 601,659 5,230 SH SOLE 5,230 0 0
TARGA RES CORP COM 87612G101 32,407,466 119,890 SH SOLE 119,890 0 0
TESLA INC COM 88160R101 29,527,288 83,220 SH SOLE 83,220 0 0
TEXAS INSTRS INC COM 882508104 1,408,853 5,030 SH SOLE 5,030 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,942,418 19,160 SH SOLE 19,160 0 0
TJX COS INC NEW COM 872540109 1,186,821 8,970 SH SOLE 8,970 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,419,217 3,140 SH SOLE 3,140 0 0
TWILIO INC CL A 90138F102 20,483,898 70,040 SH SOLE 70,040 0 0
ULTA BEAUTY INC COM 90384S303 868,410 1,590 SH SOLE 1,590 0 0
VALERO ENERGY CORP COM 91913Y100 918,636 2,370 SH SOLE 2,370 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 17,989,892 34,410 SH SOLE 34,410 0 0
VISA INC COM CL A 92826C839 51,506,362 143,340 SH SOLE 143,340 0 0
VISTRA CORP COM 92840M102 21,705,732 156,890 SH SOLE 156,890 0 0
WALMART INC COM 931142103 15,082,948 145,140 SH SOLE 145,140 0 0