0001658020-24-000003.txt : 20240212
0001658020-24-000003.hdr.sgml : 20240212
20240212111126
ACCESSION NUMBER: 0001658020-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240212
DATE AS OF CHANGE: 20240212
EFFECTIVENESS DATE: 20240212
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Railway Pension Investments Ltd
CENTRAL INDEX KEY: 0001658020
ORGANIZATION NAME:
IRS NUMBER: 000000000
STATE OF INCORPORATION: X0
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17037
FILM NUMBER: 24618175
BUSINESS ADDRESS:
STREET 1: 7TH FLOOR
STREET 2: 100 LIVERPOOL STREET
CITY: LONDON
STATE: X0
ZIP: EC2M 2AT
BUSINESS PHONE: 02073306807
MAIL ADDRESS:
STREET 1: 7TH FLOOR
STREET 2: 100 LIVERPOOL STREET
CITY: LONDON
STATE: X0
ZIP: EC2M 2AT
13F-HR
1
primary_doc.xml
X0202
13F-HR
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false
false
false
0001658020
XXXXXXXX
12-31-2023
12-31-2023
Railway Pension Investments Ltd
7TH FLOOR
100 LIVERPOOL STREET
LONDON
X0
EC2M 2AT
13F HOLDINGS REPORT
028-17037
N
Ellen Watson-Hicks
Chief Risk and Compliance Officer
02073306800
Ellen Watson-Hicks
London
X0
02-12-2024
0
218
9688320772
false
INFORMATION TABLE
2
Sec13f2023Q4.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
BBG000D9D830
229713055
654621
SH
SOLE
0
0
654621
MICROSOFT CORP
COM
594918104
BBG000BPH459
215395712
572800
SH
SOLE
0
0
572800
SERVICENOW INC
COM
81762P102
BBG000M1R011
202480034
286600
SH
SOLE
0
0
286600
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
BBG000BD8ZK0
190911032
1835683
SH
SOLE
0
0
1835683
AMAZON COM INC
COM
023135106
BBG000BVPV84
182601492
1201800
SH
SOLE
0
0
1201800
S&P GLOBAL INC
COM
78409V104
BBG000BP1Q11
174886440
397000
SH
SOLE
0
0
397000
META PLATFORMS INC
CL A
30303M102
BBG000MM2P62
172704163
487920
SH
SOLE
0
0
487920
BROADCOM INC
COM
11135F101
BBG00KHY5S69
167592659
150139
SH
SOLE
0
0
150139
MERCK & CO INC
COM
58933Y105
BBG000BPD168
164100829
1505236
SH
SOLE
0
0
1505236
PEPSICO INC
COM
713448108
BBG000DH7JK6
160513066
945084
SH
SOLE
0
0
945084
VISA INC
COM CL A
92826C839
BBG000PSKYX7
158667444
609439
SH
SOLE
0
0
609439
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JX6
150923870
1080420
SH
SOLE
0
0
1080420
EQUINIX INC
COM
29444U700
BBG000MBDGM6
150341346
186669
SH
SOLE
0
0
186669
PALO ALTO NETWORKS INC
COM
697435105
BBG0014GJCT9
145804301
494453
SH
SOLE
0
0
494453
EDWARDS LIFESCIENCES CORP
COM
28176E108
BBG000BRXP69
144545600
1895680
SH
SOLE
0
0
1895680
NEXTERA ENERGY INC
COM
65339F101
BBG000BJSBJ0
143567008
2363632
SH
SOLE
0
0
2363632
PROCTER AND GAMBLE CO
COM
742718109
BBG000BR2TH3
141962530
968763
SH
SOLE
0
0
968763
ABBVIE INC
COM
00287Y109
BBG0025Y4RY4
140299145
905331
SH
SOLE
0
0
905331
UNITEDHEALTH GROUP INC
COM
91324P102
BBG000CH5208
138472139
263020
SH
SOLE
0
0
263020
TEXAS INSTRS INC
COM
882508104
BBG000BVV7G1
134541692
789286
SH
SOLE
0
0
789286
JOHNSON & JOHNSON
COM
478160104
BBG000BMHYD1
129457209
825936
SH
SOLE
0
0
825936
GILEAD SCIENCES INC
COM
375558103
BBG000CKGBP2
126307957
1559165
SH
SOLE
0
0
1559165
WALMART INC
COM
931142103
BBG000BWXBC2
121960089
773613
SH
SOLE
0
0
773613
IDEXX LABS INC
COM
45168D104
BBG000BLRT07
118963866
214330
SH
SOLE
0
0
214330
ELEVANCE HEALTH INC
COM
036752103
BBG000BCG930
117053924
248227
SH
SOLE
0
0
248227
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG000BVDLH9
116439402
219370
SH
SOLE
0
0
219370
OREILLY AUTOMOTIVE INC
COM
67103H107
BBG000BGYWY6
115929712
122021
SH
SOLE
0
0
122021
DANAHER CORPORATION
COM
235851102
BBG000BH3JF8
113888451
492299
SH
SOLE
0
0
492299
CISCO SYS INC
COM
17275R102
BBG000C3J3C9
109015896
2157876
SH
SOLE
0
0
2157876
ELI LILLY & CO
COM
532457108
BBG000BNBDC2
108045387
185352
SH
SOLE
0
0
185352
AMGEN INC
COM
031162100
BBG000BBS2Y0
107145168
372006
SH
SOLE
0
0
372006
APPLE INC
COM
037833100
BBG000B9XRY4
103976211
540052
SH
SOLE
0
0
540052
ALIGN TECHNOLOGY INC
COM
016255101
BBG000BRNLL2
100793914
367861
SH
SOLE
0
0
367861
AUTOZONE INC
COM
053332102
BBG000C7LMS8
91341845
35327
SH
SOLE
0
0
35327
LINDE PLC
SHS
G54950103
BBG01FND0CC1
84565189
205900
SH
SOLE
0
0
205900
BRISTOL-MYERS SQUIBB CO
COM
110122108
BBG000DQLV23
83961478
1636357
SH
SOLE
0
0
1636357
ALTRIA GROUP INC
COM
02209S103
BBG000BP6LJ8
82878530
2054500
SH
SOLE
0
0
2054500
GRAINGER W W INC
COM
384802104
BBG000BKR1D6
81556355
98416
SH
SOLE
0
0
98416
FASTENAL CO
COM
311900104
BBG000BJ8YN7
79754863
1231355
SH
SOLE
0
0
1231355
SYNOPSYS INC
COM
871607107
BBG000BSFRF3
79103049
153625
SH
SOLE
0
0
153625
PHILIP MORRIS INTL INC
COM
718172109
BBG000J2XL74
77729084
826202
SH
SOLE
0
0
826202
MCKESSON CORP
COM
58155Q103
BBG000DYGNW7
77374144
167122
SH
SOLE
0
0
167122
COLGATE PALMOLIVE CO
COM
194162103
BBG000BFQYY3
77238671
968996
SH
SOLE
0
0
968996
CADENCE DESIGN SYSTEM INC
COM
127387108
BBG000C13CD9
75582675
277500
SH
SOLE
0
0
277500
ROBERT HALF INC.
COM
770323103
BBG000BS5DR2
74931755
852272
SH
SOLE
0
0
852272
HUMANA INC
COM
444859102
BBG000BLKK03
72337642
158008
SH
SOLE
0
0
158008
MOLINA HEALTHCARE INC
COM
60855R100
BBG000MBHNC8
71193606
197043
SH
SOLE
0
0
197043
HOME DEPOT INC
COM
437076102
BBG000BKZB36
68533035
197758
SH
SOLE
0
0
197758
DATADOG INC
CL A COM
23804L103
BBG003NJHZT9
68417172
563661
SH
SOLE
0
0
563661
LOWES COS INC
COM
548661107
BBG000BNDN65
67599785
303751
SH
SOLE
0
0
303751
LOCKHEED MARTIN CORP
COM
539830109
BBG000C1BW00
64565398
142453
SH
SOLE
0
0
142453
CHENIERE ENERGY INC
COM NEW
16411R208
BBG000C3HSR0
62462789
365900
SH
SOLE
0
0
365900
OTIS WORLDWIDE CORP
COM
68902V107
BBG00RP60KV0
58406016
652800
SH
SOLE
0
0
652800
KROGER CO
COM
501044101
BBG000BMY992
57599628
1260110
SH
SOLE
0
0
1260110
FREEPORT-MCMORAN INC
CL B
35671D857
BBG000BJDB15
57320505
1346500
SH
SOLE
0
0
1346500
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
BBG000R2YFG7
56958323
445300
SH
SOLE
0
0
445300
SNAP ON INC
COM
833034101
BBG000BT7JW9
56908412
197024
SH
SOLE
0
0
197024
TECK RESOURCES LTD
CL B
878742204
BBG000BSJTT0
56455812
1335600
SH
SOLE
0
0
1335600
GARTNER INC
COM
366651107
BBG000BB65D0
54890163
121678
SH
SOLE
0
0
121678
KLA CORP
COM NEW
482480100
BBG000BMTFR4
54549773
93841
SH
SOLE
0
0
93841
CROWDSTRIKE HLDGS INC
CL A
22788C105
BBG00BLYKS03
52856346
207020
SH
SOLE
0
0
207020
EXPEDITORS INTL WASH INC
COM
302130109
BBG000BJ5GK2
52202498
410397
SH
SOLE
0
0
410397
CENCORA INC
COM
03073E105
BBG000MDCQC2
51104500
248829
SH
SOLE
0
0
248829
EQT CORP
COM
26884L109
BBG000BHZ5J9
50111092
1296200
SH
SOLE
0
0
1296200
BOOKING HOLDINGS INC
COM
09857L108
BBG000BLBVN4
50015802
14100
SH
SOLE
0
0
14100
EOG RES INC
COM
26875P101
BBG000BZ9223
49021035
405300
SH
SOLE
0
0
405300
CONSTELLATION ENERGY CORP
COM
21037T109
BBG014KFRNP7
48778197
417300
SH
SOLE
0
0
417300
NUCOR CORP
COM
670346105
BBG000BQ8KV2
48426978
278252
SH
SOLE
0
0
278252
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
BBG000BBDV81
48163971
637680
SH
SOLE
0
0
637680
DOORDASH INC
CL A
25809K105
BBG005D7QCJ3
47310163
478412
SH
SOLE
0
0
478412
CAMECO CORP
COM
13321L108
BBG000DSZTN6
47293630
1097300
SH
SOLE
0
0
1097300
HP INC
COM
40434L105
BBG000KHWT55
47115373
1565815
SH
SOLE
0
0
1565815
GENERAL MLS INC
COM
370334104
BBG000BKCFC2
46678672
716590
SH
SOLE
0
0
716590
HERSHEY CO
COM
427866108
BBG000BLHRS2
46472594
249263
SH
SOLE
0
0
249263
FAIR ISAAC CORP
COM
303250104
BBG000DW76Y6
45279989
38900
SH
SOLE
0
0
38900
NVR INC
COM
62944T105
BBG000BQBYR3
44760877
6394
SH
SOLE
0
0
6394
CVS HEALTH CORP
COM
126650100
BBG000BGRY34
43013144
544746
SH
SOLE
0
0
544746
MONDELEZ INTL INC
CL A
609207105
BBG000D4LWF6
42273190
583642
SH
SOLE
0
0
583642
VERTEX PHARMACEUTICALS INC
COM
92532F100
BBG000C1S2X2
40200732
98800
SH
SOLE
0
0
98800
COSTCO WHSL CORP NEW
COM
22160K105
BBG000F6H8W8
39698531
60142
SH
SOLE
0
0
60142
HCA HEALTHCARE INC
COM
40412C101
BBG000QW7VC1
38779512
143267
SH
SOLE
0
0
143267
LULULEMON ATHLETICA INC
COM
550021109
BBG000R8ZVD1
38755782
75800
SH
SOLE
0
0
75800
PULTE GROUP INC
COM
745867101
BBG000BR54L0
38639272
374339
SH
SOLE
0
0
374339
MCDONALDS CORP
COM
580135101
BBG000BNSZP1
36915495
124500
SH
SOLE
0
0
124500
ROLLINS INC
COM
775711104
BBG000BSBBP1
36596203
838017
SH
SOLE
0
0
838017
CHURCH & DWIGHT CO INC
COM
171340102
BBG000BFJT36
35885425
379499
SH
SOLE
0
0
379499
REPUBLIC SVCS INC
COM
760759100
BBG000BPXVJ6
35673496
216321
SH
SOLE
0
0
216321
CINTAS CORP
COM
172908105
BBG000H3YXF8
35541271
58974
SH
SOLE
0
0
58974
FORTINET INC
COM
34959E109
BBG000BCMBG4
35498738
606505
SH
SOLE
0
0
606505
COMCAST CORP NEW
CL A
20030N101
BBG000BFT2L4
34667810
790600
SH
SOLE
0
0
790600
MARATHON PETE CORP
COM
56585A102
BBG001DCCGR8
34018948
229300
SH
SOLE
0
0
229300
TJX COS INC NEW
COM
872540109
BBG000BV8DN6
33330693
355300
SH
SOLE
0
0
355300
MOTOROLA SOLUTIONS INC
COM NEW
620076307
BBG000BP8Z50
33250158
106200
SH
SOLE
0
0
106200
BIOGEN INC
COM
09062X103
BBG000C17X76
33050622
127722
SH
SOLE
0
0
127722
CATERPILLAR INC
COM
149123101
BBG000BF0K17
32553267
110100
SH
SOLE
0
0
110100
SMUCKER J M CO
COM NEW
832696405
BBG000BT1715
32290090
255500
SH
SOLE
0
0
255500
WASTE MGMT INC DEL
COM
94106L109
BBG000BWVSR1
32072512
179076
SH
SOLE
0
0
179076
LAUDER ESTEE COS INC
CL A
518439104
BBG000FKJRC5
31926375
218300
SH
SOLE
0
0
218300
OWENS CORNING NEW
COM
690742101
BBG000M44VW8
31721220
214000
SH
SOLE
0
0
214000
KIMBERLY-CLARK CORP
COM
494368103
BBG000BMW2Z0
31087118
255840
SH
SOLE
0
0
255840
STEEL DYNAMICS INC
COM
858119100
BBG000HGYNZ9
30792922
260736
SH
SOLE
0
0
260736
BILL HOLDINGS INC
COM
090043100
BBG00QVJV6V4
29702513
364046
SH
SOLE
0
0
364046
NETAPP INC
COM
64110D104
BBG000FP1N32
29371650
333163
SH
SOLE
0
0
333163
APPLIED MATLS INC
COM
038222105
BBG000BBPFB9
28827067
177868
SH
SOLE
0
0
177868
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
BBG000K82ZT8
28560882
186929
SH
SOLE
0
0
186929
PAYCHEX INC
COM
704326107
BBG000BQSQ38
28149624
236333
SH
SOLE
0
0
236333
FOX CORP
CL A COM
35137L105
BBG00JHNJW99
27682110
933000
SH
SOLE
0
0
933000
BLOCK INC
CL A
852234103
BBG0018SLC07
27391414
354123
SH
SOLE
0
0
354123
LKQ CORP
COM
501889208
BBG000PXDL44
26628588
557200
SH
SOLE
0
0
557200
AUTOMATIC DATA PROCESSING IN
COM
053015103
BBG000JG0547
26185828
112400
SH
SOLE
0
0
112400
ULTA BEAUTY INC
COM
90384S303
BBG00FWQ4VD6
25871472
52800
SH
SOLE
0
0
52800
3M CO
COM
88579Y101
BBG000BP52R2
25870031
236645
SH
SOLE
0
0
236645
QUEST DIAGNOSTICS INC
COM
74834L100
BBG000BN84F3
24573663
178225
SH
SOLE
0
0
178225
NUTANIX INC
CL A
67059N108
BBG001NDW1Z7
24400159
511641
SH
SOLE
0
0
511641
REGENERON PHARMACEUTICALS
COM
75886F107
BBG000C734W3
24328633
27700
SH
SOLE
0
0
27700
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG000HS77T5
23483330
622900
SH
SOLE
0
0
622900
CENTENE CORP DEL
COM
15135B101
BBG000BDXCJ5
22871522
308200
SH
SOLE
0
0
308200
CONOCOPHILLIPS
COM
20825C104
BBG000BQQH30
22401510
193000
SH
SOLE
0
0
193000
GENUINE PARTS CO
COM
372460105
BBG000BKL348
22284650
160900
SH
SOLE
0
0
160900
NASDAQ INC
COM
631103108
BBG000F5VVB6
22104828
380200
SH
SOLE
0
0
380200
EATON CORP PLC
SHS
G29183103
BBG000BJ3PD2
21673800
90000
SH
SOLE
0
0
90000
ORACLE CORP
COM
68389X105
BBG000BQLTW7
21286317
201900
SH
SOLE
0
0
201900
BUILDERS FIRSTSOURCE INC
COM
12008R107
BBG000BKD3K9
20867500
125000
SH
SOLE
0
0
125000
TENABLE HLDGS INC
COM
88025T102
BBG00LBLCD02
20714656
449732
SH
SOLE
0
0
449732
HENRY SCHEIN INC
COM
806407102
BBG000BNMMJ3
20228576
267185
SH
SOLE
0
0
267185
APA CORPORATION
COM
03743Q108
BBG00YTS96G2
20211204
563300
SH
SOLE
0
0
563300
ROBINHOOD MKTS INC
COM CL A
770700102
BBG008NMBXN8
19972804
1567724
SH
SOLE
0
0
1567724
CARDINAL HEALTH INC
COM
14149Y108
BBG000D898T9
19303200
191500
SH
SOLE
0
0
191500
ABBOTT LABS
COM
002824100
BBG000B9ZXB4
19284264
175200
SH
SOLE
0
0
175200
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
BBG000D9DMK0
19274192
84800
SH
SOLE
0
0
84800
NORTHROP GRUMMAN CORP
COM
666807102
BBG000BQ2C28
18866042
40300
SH
SOLE
0
0
40300
SOLAREDGE TECHNOLOGIES INC
COM
83417M104
BBG0084BBZY6
18522504
197890
SH
SOLE
0
0
197890
PACCAR INC
COM
693718108
BBG000BQVTF5
16688385
170900
SH
SOLE
0
0
170900
AIRBNB INC
COM CL A
009066101
BBG001Y2XS07
16619563
122077
SH
SOLE
0
0
122077
DOMINOS PIZZA INC
COM
25754A201
BBG000P458P3
16159416
39200
SH
SOLE
0
0
39200
CONSOLIDATED EDISON INC
COM
209115104
BBG000BHLYS1
16138078
177400
SH
SOLE
0
0
177400
OKTA INC
CL A
679295105
BBG001YV1SM4
15969130
176396
SH
SOLE
0
0
176396
RELIANCE STEEL & ALUMINUM CO
COM
759509102
BBG000CJ2181
15773952
56400
SH
SOLE
0
0
56400
TWILIO INC
CL A
90138F102
BBG0029ZX840
15153287
199727
SH
SOLE
0
0
199727
ETSY INC
COM
29786A106
BBG000N7MXL8
14999924
185070
SH
SOLE
0
0
185070
DROPBOX INC
CL A
26210C104
BBG0018SLDN0
14722312
499400
SH
SOLE
0
0
499400
BIO-TECHNE CORP
COM
09073M104
BBG000C15114
14675832
190200
SH
SOLE
0
0
190200
CAMPBELL SOUP CO
COM
134429109
BBG000BG4202
14317776
331200
SH
SOLE
0
0
331200
CF INDS HLDGS INC
COM
125269100
BBG000BWJFZ4
13936350
175300
SH
SOLE
0
0
175300
DAVITA INC
COM
23918K108
BBG000MQ1SN9
13739903
131156
SH
SOLE
0
0
131156
VERALTO CORP
COM SHS
92338C103
BBG019Q32XJ9
13498784
164099
SH
SOLE
0
0
164099
ELECTRONIC ARTS INC
COM
285512109
BBG000BP0KQ8
13147578
96101
SH
SOLE
0
0
96101
SEA LTD
SPONSORD ADS
81141R100
BBG00HTBWMG5
12303900
303800
SH
SOLE
0
0
303800
BOSTON SCIENTIFIC CORP
COM
101137107
BBG000C0LW92
12284625
212500
SH
SOLE
0
0
212500
ILLINOIS TOOL WKS INC
COM
452308109
BBG000BMBL90
12065742
46063
SH
SOLE
0
0
46063
MASCO CORP
COM
574599106
BBG000BNNKG9
11917818
177931
SH
SOLE
0
0
177931
HUBBELL INC
COM
443510607
BBG000BLK267
11874373
36100
SH
SOLE
0
0
36100
HOLOGIC INC
COM
436440101
BBG000C3NTN5
11839265
165700
SH
SOLE
0
0
165700
LAM RESEARCH CORP
COM
512807108
BBG000BNFLM9
10495684
13400
SH
SOLE
0
0
13400
GUARDANT HEALTH INC
COM
40131M109
BBG006D97VY9
10254060
379078
SH
SOLE
0
0
379078
CHUBB LIMITED
COM
H1467J104
BBG000BR14K5
9898800
43800
SH
SOLE
0
0
43800
CLOROX CO DEL
COM
189054109
BBG000BFS7D3
9668885
67809
SH
SOLE
0
0
67809
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
BBG000BTCH57
9589290
111000
SH
SOLE
0
0
111000
ARISTA NETWORKS INC
COM
040413106
BBG000N2HDY5
9561706
40600
SH
SOLE
0
0
40600
KELLANOVA
COM
487836108
BBG000BMKDM3
9446386
168957
SH
SOLE
0
0
168957
PARKER-HANNIFIN CORP
COM
701094104
BBG000BR3KL6
9398280
20400
SH
SOLE
0
0
20400
TRANSDIGM GROUP INC
COM
893641100
BBG000L8CBX4
9306720
9200
SH
SOLE
0
0
9200
PHILLIPS 66
COM
718546104
BBG00286S4N9
8387820
63000
SH
SOLE
0
0
63000
MARRIOTT INTL INC NEW
CL A
571903202
BBG000BGD7W6
8343870
37000
SH
SOLE
0
0
37000
AMETEK INC
COM
031100100
BBG000B9XG87
8289350
50272
SH
SOLE
0
0
50272
DOCUSIGN INC
COM
256163106
BBG000N7KJX8
8200890
137946
SH
SOLE
0
0
137946
VIPSHOP HLDGS LTD
SPONSORED ADS A
92763W103
BBG002NLDLV8
8183808
460800
SH
SOLE
0
0
460800
D R HORTON INC
COM
23331A109
BBG000DQTXY6
8176524
53800
SH
SOLE
0
0
53800
DECKERS OUTDOOR CORP
COM
243537107
BBG000BKXYX5
7486416
11200
SH
SOLE
0
0
11200
COINBASE GLOBAL INC
COM CL A
19260Q107
BBG00ZGF7771
7446733
42817
SH
SOLE
0
0
42817
IDEX CORP
COM
45167R104
BBG000C1HN22
7329851
33761
SH
SOLE
0
0
33761
AFLAC INC
COM
001055102
BBG000BBBNC6
7169250
86900
SH
SOLE
0
0
86900
PACKAGING CORP AMER
COM
695156109
BBG000BB8SW7
7168040
44000
SH
SOLE
0
0
44000
KRAFT HEINZ CO
COM
500754106
BBG005CPNTQ2
7033596
190200
SH
SOLE
0
0
190200
MICROCHIP TECHNOLOGY INC.
COM
595017104
BBG000BHCP19
6781536
75200
SH
SOLE
0
0
75200
RPM INTL INC
COM
749685103
BBG000DCNK80
6016857
53900
SH
SOLE
0
0
53900
ROPER TECHNOLOGIES INC
COM
776696106
BBG000F1ZSN5
5778802
10600
SH
SOLE
0
0
10600
QUANTA SVCS INC
COM
74762E102
BBG000BBL8V7
5589220
25900
SH
SOLE
0
0
25900
BECTON DICKINSON & CO
COM
075887109
BBG000BCZYD3
5510558
22600
SH
SOLE
0
0
22600
QUALCOMM INC
COM
747525103
BBG000CGC1X8
5409162
37400
SH
SOLE
0
0
37400
WASTE CONNECTIONS INC
COM
94106B101
BBG000FLHZZ2
5343866
35800
SH
SOLE
0
0
35800
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
BBG000G9CGL0
5239800
42600
SH
SOLE
0
0
42600
HENRY JACK & ASSOC INC
COM
426281101
BBG000BMH2Q7
4985149
30507
SH
SOLE
0
0
30507
YUM BRANDS INC
COM
988498101
BBG000BH3GZ2
4886684
37400
SH
SOLE
0
0
37400
LENNAR CORP
CL A
526057104
BBG000BN5HF7
4858704
32600
SH
SOLE
0
0
32600
NXP SEMICONDUCTORS N V
COM
N6596X109
BBG000BND699
4662504
20300
SH
SOLE
0
0
20300
AMERIPRISE FINL INC
COM
03076C106
BBG000G3QLY3
4595943
12100
SH
SOLE
0
0
12100
VALERO ENERGY CORP
COM
91913Y100
BBG000BBGGQ1
3991000
30700
SH
SOLE
0
0
30700
IRON MTN INC DEL
COM
46284V101
BBG000KCZPC3
3589974
51300
SH
SOLE
0
0
51300
ARCH CAP GROUP LTD
ORD
G0450A105
BBG000HXNN20
3371858
45400
SH
SOLE
0
0
45400
AMPHENOL CORP NEW
CL A
032095101
BBG000B9YJ35
3350594
33800
SH
SOLE
0
0
33800
ADOBE INC
COM
00724F101
BBG000BB5006
3042660
5100
SH
SOLE
0
0
5100
MONSTER BEVERAGE CORP NEW
COM
61174X109
BBG008NVB1C0
2845934
49400
SH
SOLE
0
0
49400
HF SINCLAIR CORP
COM
403949100
BBG0135B2214
2183901
39300
SH
SOLE
0
0
39300
UNITED THERAPEUTICS CORP DEL
COM
91307C102
BBG000BV4XJ1
2132933
9700
SH
SOLE
0
0
9700
WILLIAMS COS INC
COM
969457100
BBG000BWVCP8
1926099
55300
SH
SOLE
0
0
55300
KEURIG DR PEPPER INC
COM
49271V100
BBG000TJM7F0
1922564
57700
SH
SOLE
0
0
57700
SMITH A O CORP
COM
831865209
BBG000BC1L02
1797192
21800
SH
SOLE
0
0
21800
NORDSON CORP
COM
655663102
BBG000BPWGR1
1690624
6400
SH
SOLE
0
0
6400
COPART INC
COM
217204106
BBG000BM9RH1
1685600
34400
SH
SOLE
0
0
34400
DICKS SPORTING GOODS INC
COM
253393102
BBG000F6ZWH2
1660535
11300
SH
SOLE
0
0
11300
GLOBE LIFE INC
COM
37959E102
BBG000BVD6X4
1643220
13500
SH
SOLE
0
0
13500
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
BBG0059FN811
1527264
9600
SH
SOLE
0
0
9600
ARROW ELECTRS INC
COM
042735100
BBG000BCD3D5
1442550
11800
SH
SOLE
0
0
11800
COTERRA ENERGY INC
COM
127097103
BBG000C3GN47
1398496
54800
SH
SOLE
0
0
54800
BERKLEY W R CORP
COM
084423102
BBG000BD1HP2
1082016
15300
SH
SOLE
0
0
15300
OVINTIV INC
COM
69047Q102
BBG00R2NHQ65
1054080
24000
SH
SOLE
0
0
24000
PDD HOLDINGS INC
SPONSORED ADS
722304102
BBG00LBLDDR2
1038801
7100
SH
SOLE
0
0
7100
FERGUSON PLC NEW
SHS
G3421J106
BBG00P5M4V07
984657
5100
SH
SOLE
0
0
5100
EVEREST GROUP LTD
COM
G3223R108
BBG000C1XVK6
954666
2700
SH
SOLE
0
0
2700
FIRSTENERGY CORP
COM
337932107
BBG000BB6M98
934830
25500
SH
SOLE
0
0
25500
VISTRA CORP
COM
92840M102
BBG00DXDL6Q1
885960
23000
SH
SOLE
0
0
23000
ARCHER DANIELS MIDLAND CO
COM
039483102
BBG000BB6WG8
852196
11800
SH
SOLE
0
0
11800
TARGA RES CORP
COM
87612G101
BBG0015XMW40
816578
9400
SH
SOLE
0
0
9400
INGERSOLL RAND INC
COM
45687V106
BBG002R1CW27
796602
10300
SH
SOLE
0
0
10300
CONAGRA BRANDS INC
COM
205887102
BBG000BDXGP9
621922
21700
SH
SOLE
0
0
21700
WK KELLOGG CO
COM SHS
92942W107
BBG018CYVVW5
555020
42239
SH
SOLE
0
0
42239
SERA PROGNOSTICS INC
CLASS A COM
81749D107
BBG001J19ZJ7
284493
47574
SH
SOLE
0
0
47574