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
ADMA Biologics Inc Common Stock 000899104 15,580,833 1,553,423 SH SOLE 1,553,423 0 0
AMETEK Inc Common Stock 031100100 105,132,896 424,385 SH SOLE 424,385 0 0
AST SpaceMobile Inc Common Stock 00217D100 8,403,324 142,768 SH SOLE 142,768 0 0
AbbVie Inc Common Stock 00287Y109 140,568,002 537,360 SH SOLE 537,360 0 0
Advanced Micro Devices Inc Common Stock 007903107 368,130,251 601,756 SH SOLE 601,756 0 0
Alnylam Pharmaceuticals Inc Common Stock 02043Q107 40,920,349 165,844 SH SOLE 165,844 0 0
Alphabet Inc Common Stock 02079K305 1,361,971,176 3,958,298 SH SOLE 3,958,298 0 0
Amazon.com Inc Common Stock 023135106 1,068,435,675 4,288,323 SH SOLE 4,288,323 0 0
Amgen Inc Common Stock 031162100 65,718,889 155,913 SH SOLE 155,913 0 0
Amphenol Corp Common Stock 032095101 107,813,209 1,278,923 SH SOLE 1,278,923 0 0
Analog Devices Inc Common Stock 032654105 67,219,733 169,443 SH SOLE 169,443 0 0
Apollo Global Management Inc Common Stock 03769M106 34,338,672 295,870 SH SOLE 295,870 0 0
Appfolio Inc Common Stock 03783C100 29,660,317 147,917 SH SOLE 147,917 0 0
Apple Inc Common Stock 037833100 1,467,939,505 4,407,962 SH SOLE 4,407,962 0 0
Applied Materials Inc Common Stock 038222105 166,591,240 325,768 SH SOLE 325,768 0 0
Argenx SE ADR 04016X101 22,021,368 22,965 SH SOLE 22,965 0 0
Arista Networks Inc Common Stock 040413205 295,769,444 1,452,770 SH SOLE 1,452,770 0 0
Arrowhead Pharmaceuticals Inc Common Stock 04280A100 13,976,455 213,544 SH SOLE 213,544 0 0
Arthur J Gallagher & Co Common Stock 363576109 32,812,711 143,846 SH SOLE 143,846 0 0
Astera Labs Inc Common Stock 04626A103 13,046,656 36,651 SH SOLE 36,651 0 0
Automatic Data Processing Inc Common Stock 053015103 43,970,585 170,389 SH SOLE 170,389 0 0
BJ's Wholesale Club Holdings Inc Common Stock 05550J101 60,000,744 652,182 SH SOLE 652,182 0 0
Bank of America Corp Common Stock 060505104 143,348,154 2,633,624 SH SOLE 2,633,624 0 0
Bank of New York Mellon Corp/The Common Stock 064058100 87,977,417 608,293 SH SOLE 608,293 0 0
BeOne Medicines Ltd ADR 07725L102 27,286,316 74,565 SH SOLE 74,565 0 0
Berkshire Hathaway Inc Common Stock 084670702 195,054,982 391,716 SH SOLE 391,716 0 0
Bloom Energy Corp Common Stock 093712107 99,964,852 360,910 SH SOLE 360,910 0 0
Booking Holdings Inc Common Stock 09857L108 7,325,574 44,967 SH SOLE 44,967 0 0
Broadcom Inc Common Stock 11135F101 561,725,244 1,599,491 SH SOLE 1,599,491 0 0
Brookfield Corp Common Stock 11271J107 24,032,230 651,818 SH SOLE 651,818 0 0
CME Group Inc Common Stock 12572Q105 393,665,819 1,502,656 SH SOLE 1,502,656 0 0
CRH PLC Common Stock G25508105 42,443,777 512,606 SH SOLE 512,606 0 0
CRISPR Therapeutics AG Common Stock H17182108 8,085,903 146,166 SH SOLE 146,166 0 0
Canadian Natural Resources Ltd Common Stock 136385101 3,870,917 82,103 SH SOLE 82,103 0 0
Canadian Pacific Kansas City Ltd Common Stock 13646K108 46,422,435 543,740 SH SOLE 543,740 0 0
CareTrust REIT Inc REIT 14174T107 72,331,024 1,977,338 SH SOLE 1,977,338 0 0
Cenovus Energy Inc Common Stock 15135U109 53,385,520 1,713,067 SH SOLE 1,713,067 0 0
CenterPoint Energy Inc Common Stock 15189T107 30,955,682 841,187 SH SOLE 841,187 0 0
Chevron Corp Common Stock 166764100 3,763,999 18,432 SH SOLE 18,432 0 0
Church & Dwight Co Inc Common Stock 171340102 57,615,624 611,501 SH SOLE 611,501 0 0
Ciena Corp Common Stock 171779309 11,516,828 32,735 SH SOLE 32,735 0 0
Cintas Corp Common Stock 172908105 45,670,178 234,134 SH SOLE 234,134 0 0
Coherent Corp Common Stock 19247G107 13,202,708 45,873 SH SOLE 45,873 0 0
Corning Inc Common Stock 219350105 21,615,427 140,579 SH SOLE 140,579 0 0
Credo Technology Group Holding Ltd Common Stock G25457105 8,645,365 44,383 SH SOLE 44,383 0 0
Crowdstrike Holdings Inc Common Stock 22788C105 60,583,802 228,834 SH SOLE 228,834 0 0
DTE Energy Co Common Stock 233331107 19,947,673 163,774 SH SOLE 163,774 0 0
Dell Technologies Inc Common Stock 24703L202 113,694,657 211,348 SH SOLE 211,348 0 0
Delta Air Lines Inc Common Stock 247361702 404,484,383 4,846,446 SH SOLE 4,846,446 0 0
Devon Energy Corp Common Stock 25179M103 42,084,427 914,084 SH SOLE 914,084 0 0
Dollar General Corp Common Stock 256677105 312,953,894 2,617,109 SH SOLE 2,617,109 0 0
EOG Resources Inc Common Stock 26875P101 223,136,898 1,619,751 SH SOLE 1,619,751 0 0
Elevance Health Inc Common Stock 036752103 51,036,124 131,259 SH SOLE 131,259 0 0
Eli Lilly & Co Common Stock 532457108 143,696,608 124,189 SH SOLE 124,189 0 0
Eversource Energy Common Stock 30040W108 528,422 8,236 SH SOLE 8,236 0 0
Expeditors International of Washington Inc Common Stock 302130109 77,146,654 417,822 SH SOLE 417,822 0 0
ExxonMobil Holdings Corp Common Stock 30233Q108 22,492,050 138,200 SH SOLE 138,200 0 0
Freeport-McMoRan Inc Common Stock 35671D857 73,871,980 1,055,314 SH SOLE 1,055,314 0 0
GE Vernova Inc Common Stock 36828A101 284,411,321 299,226 SH SOLE 299,226 0 0
GSK PLC ADR 37733W204 26,080,442 541,425 SH SOLE 541,425 0 0
General Electric Co Common Stock 369604301 2,116,702 6,778 SH SOLE 6,778 0 0
General Motors Co Common Stock 37045V100 267,504,699 3,474,087 SH SOLE 3,474,087 0 0
Gilead Sciences Inc Common Stock 375558103 77,783,531 521,862 SH SOLE 521,862 0 0
HCA Healthcare Inc Common Stock 40412C101 457,005,681 1,070,923 SH SOLE 1,070,923 0 0
HEICO Corp Common Stock 422806208 39,822,122 174,406 SH SOLE 174,406 0 0
Halliburton Co Common Stock 406216101 28,045,597 881,937 SH SOLE 881,937 0 0
Hubbell Inc Common Stock 443510607 13,680,122 30,159 SH SOLE 30,159 0 0
IDEXX Laboratories Inc Common Stock 45168D104 69,530,121 133,151 SH SOLE 133,151 0 0
Installed Building Products Inc Common Stock 45780R101 31,117,755 162,173 SH SOLE 162,173 0 0
Intel Corp Common Stock 458140100 224,948,767 1,870,987 SH SOLE 1,870,987 0 0
Interactive Brokers Group Inc Common Stock 45841N107 25,403,139 297,391 SH SOLE 297,391 0 0
Intuit Inc Common Stock 461202103 60,729,539 220,266 SH SOLE 220,266 0 0
Ionis Pharmaceuticals Inc Common Stock 462222100 10,015,174 224,304 SH SOLE 224,304 0 0
JPMorgan Chase & Co Common Stock 46625H100 264,791,700 800,386 SH SOLE 800,386 0 0
Johnson & Johnson Common Stock 478160104 58,406,674 220,619 SH SOLE 220,619 0 0
Jones Lang LaSalle Inc Common Stock 48020Q107 63,949,613 209,314 SH SOLE 209,314 0 0
KB Financial Group Inc ADR 48241A105 303,355,318 2,435,900 SH SOLE 2,435,900 0 0
KLA Corp Common Stock 482480100 64,317,543 329,952 SH SOLE 329,952 0 0
Keysight Technologies Inc Common Stock 49338L103 15,858,675 43,563 SH SOLE 43,563 0 0
Kinder Morgan Inc Common Stock 49456B101 96,177,173 3,189,956 SH SOLE 3,189,956 0 0
Kinsale Capital Group Inc Common Stock 49714P108 50,410,323 156,190 SH SOLE 156,190 0 0
Krystal Biotech Inc Common Stock 501147102 11,882,036 35,729 SH SOLE 35,729 0 0
Lam Research Corp Common Stock 512807306 279,447,689 850,652 SH SOLE 850,652 0 0
Lear Corp Common Stock 521865204 37,606,719 318,620 SH SOLE 318,620 0 0
Lithia Motors Inc Common Stock 536797103 61,297,724 210,046 SH SOLE 210,046 0 0
Lockheed Martin Corp Common Stock 539830109 69,322,675 136,127 SH SOLE 136,127 0 0
Lumentum Holdings Inc Common Stock 55024U109 16,595,920 17,087 SH SOLE 17,087 0 0
Marvell Technology Inc Common Stock 573874104 273,587,870 1,035,494 SH SOLE 1,035,494 0 0
MaxLinear Inc Common Stock 57776J100 7,500,246 83,050 SH SOLE 83,050 0 0
McDonald's Corp Common Stock 580135101 76,056,394 329,334 SH SOLE 329,334 0 0
MercadoLibre Inc Common Stock 58733R102 14,488,538 8,382 SH SOLE 8,382 0 0
Merck & Co Inc Common Stock 58933Y105 54,094,118 372,267 SH SOLE 372,267 0 0
Meta Platforms Inc Common Stock 30303M102 593,884,711 818,948 SH SOLE 818,948 0 0
Mettler-Toledo International Inc Common Stock 592688105 94,064,192 62,255 SH SOLE 62,255 0 0
Micron Technology Inc Common Stock 595112103 216,419,701 203,190 SH SOLE 203,190 0 0
Microsoft Corp Common Stock 594918104 1,403,502,125 2,736,405 SH SOLE 2,736,405 0 0
MongoDB Inc Common Stock 60937P106 49,236,282 141,236 SH SOLE 141,236 0 0
Morgan Stanley Common Stock 617446448 109,600,046 582,731 SH SOLE 582,731 0 0
NU Holdings Ltd/Cayman Islands Common Stock G6683N103 33,222,169 2,624,184 SH SOLE 2,624,184 0 0
NVIDIA Corp Common Stock 67066G104 1,884,070,140 8,249,716 SH SOLE 8,249,716 0 0
NXP Semiconductors NV Common Stock N6596X109 39,316,203 165,521 SH SOLE 165,521 0 0
Netflix Inc Common Stock 64110L106 90,751,176 1,304,271 SH SOLE 1,304,271 0 0
Neurocrine Biosciences Inc Common Stock 64125C109 18,296,225 128,992 SH SOLE 128,992 0 0
Newmont Corp Common Stock 651639106 227,405,267 1,971,608 SH SOLE 1,971,608 0 0
Northrop Grumman Corp Common Stock 666807102 4,834,800 10,000 SH SOLE 10,000 0 0
OGE Energy Corp Common Stock 670837103 35,133,596 773,527 SH SOLE 773,527 0 0
Occidental Petroleum Corp Common Stock 674599105 48,891,927 883,802 SH SOLE 883,802 0 0
Old Dominion Freight Line Inc Common Stock 679580100 33,441,775 192,371 SH SOLE 192,371 0 0
Ollie's Bargain Outlet Holdings Inc Common Stock 681116109 56,110,343 655,112 SH SOLE 655,112 0 0
Oracle Corp Common Stock 68389X105 29,987,281 218,407 SH SOLE 218,407 0 0
PACCAR Inc Common Stock 693718108 58,793,482 535,411 SH SOLE 535,411 0 0
PG&E Corp Common Stock 69331C108 27,241,207 2,223,772 SH SOLE 2,223,772 0 0
PNC Financial Services Group Inc/The Common Stock 693475105 57,932,291 260,651 SH SOLE 260,651 0 0
Palantir Technologies Inc Common Stock 69608A108 276,333,080 1,477,322 SH SOLE 1,477,322 0 0
Palo Alto Networks Inc Common Stock 697435105 73,856,353 185,891 SH SOLE 185,891 0 0
Parker-Hannifin Corp Common Stock 701094104 93,357,910 97,714 SH SOLE 97,714 0 0
PepsiCo Inc Common Stock 713448108 117,053,798 923,720 SH SOLE 923,720 0 0
Primerica Inc Common Stock 74164M108 71,687,873 263,181 SH SOLE 263,181 0 0
Progressive Corp/The Common Stock 743315103 458,614,499 2,212,216 SH SOLE 2,212,216 0 0
Prologis Inc REIT 74340W103 68,572,789 528,133 SH SOLE 528,133 0 0
Public Service Enterprise Group Inc Common Stock 744573106 31,407,713 466,405 SH SOLE 466,405 0 0
QUALCOMM Inc Common Stock 747525103 51,008,710 277,161 SH SOLE 277,161 0 0
QXO Inc Common Stock 82846H405 15,104,555 1,292,092 SH SOLE 1,292,092 0 0
RPM International Inc Common Stock 749685103 29,315,054 297,102 SH SOLE 297,102 0 0
Range Resources Corp Common Stock 75281A109 40,290,075 1,087,745 SH SOLE 1,087,745 0 0
Reliance Inc Common Stock 759509102 63,763,079 165,726 SH SOLE 165,726 0 0
ResMed Inc Common Stock 761152107 55,531,476 251,160 SH SOLE 251,160 0 0
Revolution Medicines Inc Common Stock 76155X100 13,444,941 65,502 SH SOLE 65,502 0 0
STERIS PLC Common Stock G8473T100 62,848,643 299,265 SH SOLE 299,265 0 0
Salesforce Inc Common Stock 79466L302 56,711,595 247,034 SH SOLE 247,034 0 0
Seagate Technology Holdings PLC Common Stock G7997R103 58,584,270 63,517 SH SOLE 63,517 0 0
Shell PLC ADR 780259305 544,605,689 11,487,989 SH SOLE 11,487,989 0 0
Shopify Inc Common Stock 82509L107 64,694,244 436,239 SH SOLE 436,239 0 0
SiTime Corp Common Stock 82982T106 6,108,869 9,369 SH SOLE 9,369 0 0
Steel Dynamics Inc Common Stock 858119100 437,986,458 1,976,384 SH SOLE 1,976,384 0 0
Stryker Corp Common Stock 863667101 69,815,771 253,516 SH SOLE 253,516 0 0
Sunbelt Rentals Holdings Inc Common Stock 866966104 50,283,922 686,845 SH SOLE 686,845 0 0
Suncor Energy Inc Common Stock 867224107 180,818,609 2,660,001 SH SOLE 2,660,001 0 0
Synopsys Inc Common Stock 871607107 69,455,134 159,689 SH SOLE 159,689 0 0
T-Mobile US Inc Common Stock 872590104 59,195,431 362,984 SH SOLE 362,984 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 610,864,413 1,339,057 SH SOLE 1,339,057 0 0
Tesla Inc Common Stock 88160R101 82,412,783 232,273 SH SOLE 232,273 0 0
Thor Industries Inc Common Stock 885160101 289,603,421 4,191,077 SH SOLE 4,191,077 0 0
Tyson Foods Inc Common Stock 902494103 63,409,895 1,254,896 SH SOLE 1,254,896 0 0
UBS Group AG Common Stock H42097107 100,162,206 2,075,339 SH SOLE 2,075,339 0 0
Ubiquiti Inc Common Stock 90353W103 17,023,062 29,995 SH SOLE 29,995 0 0
Union Pacific Corp Common Stock 907818108 84,210,356 309,449 SH SOLE 309,449 0 0
United Therapeutics Corp Common Stock 91307C102 11,213,872 20,694 SH SOLE 20,694 0 0
UnitedHealth Group Inc Common Stock 91324P102 101,413,926 276,272 SH SOLE 276,272 0 0
Valero Energy Corp Common Stock 91913Y100 482,762,828 1,245,486 SH SOLE 1,245,486 0 0
Verizon Communications Inc Common Stock 92343V104 24,931,125 543,517 SH SOLE 543,517 0 0
Vertex Pharmaceuticals Inc Common Stock 92532F100 264,055,647 505,070 SH SOLE 505,070 0 0
Vertiv Holdings Co Common Stock 92537N108 25,614,333 106,147 SH SOLE 106,147 0 0
Visa Inc Common Stock 92826C839 565,111,823 1,572,682 SH SOLE 1,572,682 0 0
WEC Energy Group Inc Common Stock 92939U106 21,245,633 210,812 SH SOLE 210,812 0 0
Walmart Inc Common Stock 931142103 101,064,071 972,518 SH SOLE 972,518 0 0
Welltower Inc REIT 95040Q104 948,819 4,121 SH SOLE 4,121 0 0
nLight Inc Common Stock 65487K100 3,824,983 98,215 SH SOLE 98,215 0 0