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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 229,713,055 654,621 SH   SOLE   0 0 654,621
MICROSOFT CORP COM 594918104 BBG000BPH459 215,395,712 572,800 SH   SOLE   0 0 572,800
SERVICENOW INC COM 81762P102 BBG000M1R011 202,480,034 286,600 SH   SOLE   0 0 286,600
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 190,911,032 1,835,683 SH   SOLE   0 0 1,835,683
AMAZON COM INC COM 023135106 BBG000BVPV84 182,601,492 1,201,800 SH   SOLE   0 0 1,201,800
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 174,886,440 397,000 SH   SOLE   0 0 397,000
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 172,704,163 487,920 SH   SOLE   0 0 487,920
BROADCOM INC COM 11135F101 BBG00KHY5S69 167,592,659 150,139 SH   SOLE   0 0 150,139
MERCK & CO INC COM 58933Y105 BBG000BPD168 164,100,829 1,505,236 SH   SOLE   0 0 1,505,236
PEPSICO INC COM 713448108 BBG000DH7JK6 160,513,066 945,084 SH   SOLE   0 0 945,084
VISA INC COM CL A 92826C839 BBG000PSKYX7 158,667,444 609,439 SH   SOLE   0 0 609,439
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 150,923,870 1,080,420 SH   SOLE   0 0 1,080,420
EQUINIX INC COM 29444U700 BBG000MBDGM6 150,341,346 186,669 SH   SOLE   0 0 186,669
PALO ALTO NETWORKS INC COM 697435105 BBG0014GJCT9 145,804,301 494,453 SH   SOLE   0 0 494,453
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXP69 144,545,600 1,895,680 SH   SOLE   0 0 1,895,680
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 143,567,008 2,363,632 SH   SOLE   0 0 2,363,632
PROCTER AND GAMBLE CO COM 742718109 BBG000BR2TH3 141,962,530 968,763 SH   SOLE   0 0 968,763
ABBVIE INC COM 00287Y109 BBG0025Y4RY4 140,299,145 905,331 SH   SOLE   0 0 905,331
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 138,472,139 263,020 SH   SOLE   0 0 263,020
TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 134,541,692 789,286 SH   SOLE   0 0 789,286
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 129,457,209 825,936 SH   SOLE   0 0 825,936
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 126,307,957 1,559,165 SH   SOLE   0 0 1,559,165
WALMART INC COM 931142103 BBG000BWXBC2 121,960,089 773,613 SH   SOLE   0 0 773,613
IDEXX LABS INC COM 45168D104 BBG000BLRT07 118,963,866 214,330 SH   SOLE   0 0 214,330
ELEVANCE HEALTH INC COM 036752103 BBG000BCG930 117,053,924 248,227 SH   SOLE   0 0 248,227
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 116,439,402 219,370 SH   SOLE   0 0 219,370
OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGYWY6 115,929,712 122,021 SH   SOLE   0 0 122,021
DANAHER CORPORATION COM 235851102 BBG000BH3JF8 113,888,451 492,299 SH   SOLE   0 0 492,299
CISCO SYS INC COM 17275R102 BBG000C3J3C9 109,015,896 2,157,876 SH   SOLE   0 0 2,157,876
ELI LILLY & CO COM 532457108 BBG000BNBDC2 108,045,387 185,352 SH   SOLE   0 0 185,352
AMGEN INC COM 031162100 BBG000BBS2Y0 107,145,168 372,006 SH   SOLE   0 0 372,006
APPLE INC COM 037833100 BBG000B9XRY4 103,976,211 540,052 SH   SOLE   0 0 540,052
ALIGN TECHNOLOGY INC COM 016255101 BBG000BRNLL2 100,793,914 367,861 SH   SOLE   0 0 367,861
AUTOZONE INC COM 053332102 BBG000C7LMS8 91,341,845 35,327 SH   SOLE   0 0 35,327
LINDE PLC SHS G54950103 BBG01FND0CC1 84,565,189 205,900 SH   SOLE   0 0 205,900
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLV23 83,961,478 1,636,357 SH   SOLE   0 0 1,636,357
ALTRIA GROUP INC COM 02209S103 BBG000BP6LJ8 82,878,530 2,054,500 SH   SOLE   0 0 2,054,500
GRAINGER W W INC COM 384802104 BBG000BKR1D6 81,556,355 98,416 SH   SOLE   0 0 98,416
FASTENAL CO COM 311900104 BBG000BJ8YN7 79,754,863 1,231,355 SH   SOLE   0 0 1,231,355
SYNOPSYS INC COM 871607107 BBG000BSFRF3 79,103,049 153,625 SH   SOLE   0 0 153,625
PHILIP MORRIS INTL INC COM 718172109 BBG000J2XL74 77,729,084 826,202 SH   SOLE   0 0 826,202
MCKESSON CORP COM 58155Q103 BBG000DYGNW7 77,374,144 167,122 SH   SOLE   0 0 167,122
COLGATE PALMOLIVE CO COM 194162103 BBG000BFQYY3 77,238,671 968,996 SH   SOLE   0 0 968,996
CADENCE DESIGN SYSTEM INC COM 127387108 BBG000C13CD9 75,582,675 277,500 SH   SOLE   0 0 277,500
ROBERT HALF INC. COM 770323103 BBG000BS5DR2 74,931,755 852,272 SH   SOLE   0 0 852,272
HUMANA INC COM 444859102 BBG000BLKK03 72,337,642 158,008 SH   SOLE   0 0 158,008
MOLINA HEALTHCARE INC COM 60855R100 BBG000MBHNC8 71,193,606 197,043 SH   SOLE   0 0 197,043
HOME DEPOT INC COM 437076102 BBG000BKZB36 68,533,035 197,758 SH   SOLE   0 0 197,758
DATADOG INC CL A COM 23804L103 BBG003NJHZT9 68,417,172 563,661 SH   SOLE   0 0 563,661
LOWES COS INC COM 548661107 BBG000BNDN65 67,599,785 303,751 SH   SOLE   0 0 303,751
LOCKHEED MARTIN CORP COM 539830109 BBG000C1BW00 64,565,398 142,453 SH   SOLE   0 0 142,453
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HSR0 62,462,789 365,900 SH   SOLE   0 0 365,900
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KV0 58,406,016 652,800 SH   SOLE   0 0 652,800
KROGER CO COM 501044101 BBG000BMY992 57,599,628 1,260,110 SH   SOLE   0 0 1,260,110
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 57,320,505 1,346,500 SH   SOLE   0 0 1,346,500
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG000R2YFG7 56,958,323 445,300 SH   SOLE   0 0 445,300
SNAP ON INC COM 833034101 BBG000BT7JW9 56,908,412 197,024 SH   SOLE   0 0 197,024
TECK RESOURCES LTD CL B 878742204 BBG000BSJTT0 56,455,812 1,335,600 SH   SOLE   0 0 1,335,600
GARTNER INC COM 366651107 BBG000BB65D0 54,890,163 121,678 SH   SOLE   0 0 121,678
KLA CORP COM NEW 482480100 BBG000BMTFR4 54,549,773 93,841 SH   SOLE   0 0 93,841
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKS03 52,856,346 207,020 SH   SOLE   0 0 207,020
EXPEDITORS INTL WASH INC COM 302130109 BBG000BJ5GK2 52,202,498 410,397 SH   SOLE   0 0 410,397
CENCORA INC COM 03073E105 BBG000MDCQC2 51,104,500 248,829 SH   SOLE   0 0 248,829
EQT CORP COM 26884L109 BBG000BHZ5J9 50,111,092 1,296,200 SH   SOLE   0 0 1,296,200
BOOKING HOLDINGS INC COM 09857L108 BBG000BLBVN4 50,015,802 14,100 SH   SOLE   0 0 14,100
EOG RES INC COM 26875P101 BBG000BZ9223 49,021,035 405,300 SH   SOLE   0 0 405,300
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRNP7 48,778,197 417,300 SH   SOLE   0 0 417,300
NUCOR CORP COM 670346105 BBG000BQ8KV2 48,426,978 278,252 SH   SOLE   0 0 278,252
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG000BBDV81 48,163,971 637,680 SH   SOLE   0 0 637,680
DOORDASH INC CL A 25809K105 BBG005D7QCJ3 47,310,163 478,412 SH   SOLE   0 0 478,412
CAMECO CORP COM 13321L108 BBG000DSZTN6 47,293,630 1,097,300 SH   SOLE   0 0 1,097,300
HP INC COM 40434L105 BBG000KHWT55 47,115,373 1,565,815 SH   SOLE   0 0 1,565,815
GENERAL MLS INC COM 370334104 BBG000BKCFC2 46,678,672 716,590 SH   SOLE   0 0 716,590
HERSHEY CO COM 427866108 BBG000BLHRS2 46,472,594 249,263 SH   SOLE   0 0 249,263
FAIR ISAAC CORP COM 303250104 BBG000DW76Y6 45,279,989 38,900 SH   SOLE   0 0 38,900
NVR INC COM 62944T105 BBG000BQBYR3 44,760,877 6,394 SH   SOLE   0 0 6,394
CVS HEALTH CORP COM 126650100 BBG000BGRY34 43,013,144 544,746 SH   SOLE   0 0 544,746
MONDELEZ INTL INC CL A 609207105 BBG000D4LWF6 42,273,190 583,642 SH   SOLE   0 0 583,642
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG000C1S2X2 40,200,732 98,800 SH   SOLE   0 0 98,800
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6H8W8 39,698,531 60,142 SH   SOLE   0 0 60,142
HCA HEALTHCARE INC COM 40412C101 BBG000QW7VC1 38,779,512 143,267 SH   SOLE   0 0 143,267
LULULEMON ATHLETICA INC COM 550021109 BBG000R8ZVD1 38,755,782 75,800 SH   SOLE   0 0 75,800
PULTE GROUP INC COM 745867101 BBG000BR54L0 38,639,272 374,339 SH   SOLE   0 0 374,339
MCDONALDS CORP COM 580135101 BBG000BNSZP1 36,915,495 124,500 SH   SOLE   0 0 124,500
ROLLINS INC COM 775711104 BBG000BSBBP1 36,596,203 838,017 SH   SOLE   0 0 838,017
CHURCH & DWIGHT CO INC COM 171340102 BBG000BFJT36 35,885,425 379,499 SH   SOLE   0 0 379,499
REPUBLIC SVCS INC COM 760759100 BBG000BPXVJ6 35,673,496 216,321 SH   SOLE   0 0 216,321
CINTAS CORP COM 172908105 BBG000H3YXF8 35,541,271 58,974 SH   SOLE   0 0 58,974
FORTINET INC COM 34959E109 BBG000BCMBG4 35,498,738 606,505 SH   SOLE   0 0 606,505
COMCAST CORP NEW CL A 20030N101 BBG000BFT2L4 34,667,810 790,600 SH   SOLE   0 0 790,600
MARATHON PETE CORP COM 56585A102 BBG001DCCGR8 34,018,948 229,300 SH   SOLE   0 0 229,300
TJX COS INC NEW COM 872540109 BBG000BV8DN6 33,330,693 355,300 SH   SOLE   0 0 355,300
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG000BP8Z50 33,250,158 106,200 SH   SOLE   0 0 106,200
BIOGEN INC COM 09062X103 BBG000C17X76 33,050,622 127,722 SH   SOLE   0 0 127,722
CATERPILLAR INC COM 149123101 BBG000BF0K17 32,553,267 110,100 SH   SOLE   0 0 110,100
SMUCKER J M CO COM NEW 832696405 BBG000BT1715 32,290,090 255,500 SH   SOLE   0 0 255,500
WASTE MGMT INC DEL COM 94106L109 BBG000BWVSR1 32,072,512 179,076 SH   SOLE   0 0 179,076
LAUDER ESTEE COS INC CL A 518439104 BBG000FKJRC5 31,926,375 218,300 SH   SOLE   0 0 218,300
OWENS CORNING NEW COM 690742101 BBG000M44VW8 31,721,220 214,000 SH   SOLE   0 0 214,000
KIMBERLY-CLARK CORP COM 494368103 BBG000BMW2Z0 31,087,118 255,840 SH   SOLE   0 0 255,840
STEEL DYNAMICS INC COM 858119100 BBG000HGYNZ9 30,792,922 260,736 SH   SOLE   0 0 260,736
BILL HOLDINGS INC COM 090043100 BBG00QVJV6V4 29,702,513 364,046 SH   SOLE   0 0 364,046
NETAPP INC COM 64110D104 BBG000FP1N32 29,371,650 333,163 SH   SOLE   0 0 333,163
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 28,827,067 177,868 SH   SOLE   0 0 177,868
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG000K82ZT8 28,560,882 186,929 SH   SOLE   0 0 186,929
PAYCHEX INC COM 704326107 BBG000BQSQ38 28,149,624 236,333 SH   SOLE   0 0 236,333
FOX CORP CL A COM 35137L105 BBG00JHNJW99 27,682,110 933,000 SH   SOLE   0 0 933,000
BLOCK INC CL A 852234103 BBG0018SLC07 27,391,414 354,123 SH   SOLE   0 0 354,123
LKQ CORP COM 501889208 BBG000PXDL44 26,628,588 557,200 SH   SOLE   0 0 557,200
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG0547 26,185,828 112,400 SH   SOLE   0 0 112,400
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4VD6 25,871,472 52,800 SH   SOLE   0 0 52,800
3M CO COM 88579Y101 BBG000BP52R2 25,870,031 236,645 SH   SOLE   0 0 236,645
QUEST DIAGNOSTICS INC COM 74834L100 BBG000BN84F3 24,573,663 178,225 SH   SOLE   0 0 178,225
NUTANIX INC CL A 67059N108 BBG001NDW1Z7 24,400,159 511,641 SH   SOLE   0 0 511,641
REGENERON PHARMACEUTICALS COM 75886F107 BBG000C734W3 24,328,633 27,700 SH   SOLE   0 0 27,700
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS77T5 23,483,330 622,900 SH   SOLE   0 0 622,900
CENTENE CORP DEL COM 15135B101 BBG000BDXCJ5 22,871,522 308,200 SH   SOLE   0 0 308,200
CONOCOPHILLIPS COM 20825C104 BBG000BQQH30 22,401,510 193,000 SH   SOLE   0 0 193,000
GENUINE PARTS CO COM 372460105 BBG000BKL348 22,284,650 160,900 SH   SOLE   0 0 160,900
NASDAQ INC COM 631103108 BBG000F5VVB6 22,104,828 380,200 SH   SOLE   0 0 380,200
EATON CORP PLC SHS G29183103 BBG000BJ3PD2 21,673,800 90,000 SH   SOLE   0 0 90,000
ORACLE CORP COM 68389X105 BBG000BQLTW7 21,286,317 201,900 SH   SOLE   0 0 201,900
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD3K9 20,867,500 125,000 SH   SOLE   0 0 125,000
TENABLE HLDGS INC COM 88025T102 BBG00LBLCD02 20,714,656 449,732 SH   SOLE   0 0 449,732
HENRY SCHEIN INC COM 806407102 BBG000BNMMJ3 20,228,576 267,185 SH   SOLE   0 0 267,185
APA CORPORATION COM 03743Q108 BBG00YTS96G2 20,211,204 563,300 SH   SOLE   0 0 563,300
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXN8 19,972,804 1,567,724 SH   SOLE   0 0 1,567,724
CARDINAL HEALTH INC COM 14149Y108 BBG000D898T9 19,303,200 191,500 SH   SOLE   0 0 191,500
ABBOTT LABS COM 002824100 BBG000B9ZXB4 19,284,264 175,200 SH   SOLE   0 0 175,200
LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG000D9DMK0 19,274,192 84,800 SH   SOLE   0 0 84,800
NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2C28 18,866,042 40,300 SH   SOLE   0 0 40,300
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BBZY6 18,522,504 197,890 SH   SOLE   0 0 197,890
PACCAR INC COM 693718108 BBG000BQVTF5 16,688,385 170,900 SH   SOLE   0 0 170,900
AIRBNB INC COM CL A 009066101 BBG001Y2XS07 16,619,563 122,077 SH   SOLE   0 0 122,077
DOMINOS PIZZA INC COM 25754A201 BBG000P458P3 16,159,416 39,200 SH   SOLE   0 0 39,200
CONSOLIDATED EDISON INC COM 209115104 BBG000BHLYS1 16,138,078 177,400 SH   SOLE   0 0 177,400
OKTA INC CL A 679295105 BBG001YV1SM4 15,969,130 176,396 SH   SOLE   0 0 176,396
RELIANCE STEEL & ALUMINUM CO COM 759509102 BBG000CJ2181 15,773,952 56,400 SH   SOLE   0 0 56,400
TWILIO INC CL A 90138F102 BBG0029ZX840 15,153,287 199,727 SH   SOLE   0 0 199,727
ETSY INC COM 29786A106 BBG000N7MXL8 14,999,924 185,070 SH   SOLE   0 0 185,070
DROPBOX INC CL A 26210C104 BBG0018SLDN0 14,722,312 499,400 SH   SOLE   0 0 499,400
BIO-TECHNE CORP COM 09073M104 BBG000C15114 14,675,832 190,200 SH   SOLE   0 0 190,200
CAMPBELL SOUP CO COM 134429109 BBG000BG4202 14,317,776 331,200 SH   SOLE   0 0 331,200
CF INDS HLDGS INC COM 125269100 BBG000BWJFZ4 13,936,350 175,300 SH   SOLE   0 0 175,300
DAVITA INC COM 23918K108 BBG000MQ1SN9 13,739,903 131,156 SH   SOLE   0 0 131,156
VERALTO CORP COM SHS 92338C103 BBG019Q32XJ9 13,498,784 164,099 SH   SOLE   0 0 164,099
ELECTRONIC ARTS INC COM 285512109 BBG000BP0KQ8 13,147,578 96,101 SH   SOLE   0 0 96,101
SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMG5 12,303,900 303,800 SH   SOLE   0 0 303,800
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LW92 12,284,625 212,500 SH   SOLE   0 0 212,500
ILLINOIS TOOL WKS INC COM 452308109 BBG000BMBL90 12,065,742 46,063 SH   SOLE   0 0 46,063
MASCO CORP COM 574599106 BBG000BNNKG9 11,917,818 177,931 SH   SOLE   0 0 177,931
HUBBELL INC COM 443510607 BBG000BLK267 11,874,373 36,100 SH   SOLE   0 0 36,100
HOLOGIC INC COM 436440101 BBG000C3NTN5 11,839,265 165,700 SH   SOLE   0 0 165,700
LAM RESEARCH CORP COM 512807108 BBG000BNFLM9 10,495,684 13,400 SH   SOLE   0 0 13,400
GUARDANT HEALTH INC COM 40131M109 BBG006D97VY9 10,254,060 379,078 SH   SOLE   0 0 379,078
CHUBB LIMITED COM H1467J104 BBG000BR14K5 9,898,800 43,800 SH   SOLE   0 0 43,800
CLOROX CO DEL COM 189054109 BBG000BFS7D3 9,668,885 67,809 SH   SOLE   0 0 67,809
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG000BTCH57 9,589,290 111,000 SH   SOLE   0 0 111,000
ARISTA NETWORKS INC COM 040413106 BBG000N2HDY5 9,561,706 40,600 SH   SOLE   0 0 40,600
KELLANOVA COM 487836108 BBG000BMKDM3 9,446,386 168,957 SH   SOLE   0 0 168,957
PARKER-HANNIFIN CORP COM 701094104 BBG000BR3KL6 9,398,280 20,400 SH   SOLE   0 0 20,400
TRANSDIGM GROUP INC COM 893641100 BBG000L8CBX4 9,306,720 9,200 SH   SOLE   0 0 9,200
PHILLIPS 66 COM 718546104 BBG00286S4N9 8,387,820 63,000 SH   SOLE   0 0 63,000
MARRIOTT INTL INC NEW CL A 571903202 BBG000BGD7W6 8,343,870 37,000 SH   SOLE   0 0 37,000
AMETEK INC COM 031100100 BBG000B9XG87 8,289,350 50,272 SH   SOLE   0 0 50,272
DOCUSIGN INC COM 256163106 BBG000N7KJX8 8,200,890 137,946 SH   SOLE   0 0 137,946
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 BBG002NLDLV8 8,183,808 460,800 SH   SOLE   0 0 460,800
D R HORTON INC COM 23331A109 BBG000DQTXY6 8,176,524 53,800 SH   SOLE   0 0 53,800
DECKERS OUTDOOR CORP COM 243537107 BBG000BKXYX5 7,486,416 11,200 SH   SOLE   0 0 11,200
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7771 7,446,733 42,817 SH   SOLE   0 0 42,817
IDEX CORP COM 45167R104 BBG000C1HN22 7,329,851 33,761 SH   SOLE   0 0 33,761
AFLAC INC COM 001055102 BBG000BBBNC6 7,169,250 86,900 SH   SOLE   0 0 86,900
PACKAGING CORP AMER COM 695156109 BBG000BB8SW7 7,168,040 44,000 SH   SOLE   0 0 44,000
KRAFT HEINZ CO COM 500754106 BBG005CPNTQ2 7,033,596 190,200 SH   SOLE   0 0 190,200
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG000BHCP19 6,781,536 75,200 SH   SOLE   0 0 75,200
RPM INTL INC COM 749685103 BBG000DCNK80 6,016,857 53,900 SH   SOLE   0 0 53,900
ROPER TECHNOLOGIES INC COM 776696106 BBG000F1ZSN5 5,778,802 10,600 SH   SOLE   0 0 10,600
QUANTA SVCS INC COM 74762E102 BBG000BBL8V7 5,589,220 25,900 SH   SOLE   0 0 25,900
BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 5,510,558 22,600 SH   SOLE   0 0 22,600
QUALCOMM INC COM 747525103 BBG000CGC1X8 5,409,162 37,400 SH   SOLE   0 0 37,400
WASTE CONNECTIONS INC COM 94106B101 BBG000FLHZZ2 5,343,866 35,800 SH   SOLE   0 0 35,800
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG000G9CGL0 5,239,800 42,600 SH   SOLE   0 0 42,600
HENRY JACK & ASSOC INC COM 426281101 BBG000BMH2Q7 4,985,149 30,507 SH   SOLE   0 0 30,507
YUM BRANDS INC COM 988498101 BBG000BH3GZ2 4,886,684 37,400 SH   SOLE   0 0 37,400
LENNAR CORP CL A 526057104 BBG000BN5HF7 4,858,704 32,600 SH   SOLE   0 0 32,600
NXP SEMICONDUCTORS N V COM N6596X109 BBG000BND699 4,662,504 20,300 SH   SOLE   0 0 20,300
AMERIPRISE FINL INC COM 03076C106 BBG000G3QLY3 4,595,943 12,100 SH   SOLE   0 0 12,100
VALERO ENERGY CORP COM 91913Y100 BBG000BBGGQ1 3,991,000 30,700 SH   SOLE   0 0 30,700
IRON MTN INC DEL COM 46284V101 BBG000KCZPC3 3,589,974 51,300 SH   SOLE   0 0 51,300
ARCH CAP GROUP LTD ORD G0450A105 BBG000HXNN20 3,371,858 45,400 SH   SOLE   0 0 45,400
AMPHENOL CORP NEW CL A 032095101 BBG000B9YJ35 3,350,594 33,800 SH   SOLE   0 0 33,800
ADOBE INC COM 00724F101 BBG000BB5006 3,042,660 5,100 SH   SOLE   0 0 5,100
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1C0 2,845,934 49,400 SH   SOLE   0 0 49,400
HF SINCLAIR CORP COM 403949100 BBG0135B2214 2,183,901 39,300 SH   SOLE   0 0 39,300
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG000BV4XJ1 2,132,933 9,700 SH   SOLE   0 0 9,700
WILLIAMS COS INC COM 969457100 BBG000BWVCP8 1,926,099 55,300 SH   SOLE   0 0 55,300
KEURIG DR PEPPER INC COM 49271V100 BBG000TJM7F0 1,922,564 57,700 SH   SOLE   0 0 57,700
SMITH A O CORP COM 831865209 BBG000BC1L02 1,797,192 21,800 SH   SOLE   0 0 21,800
NORDSON CORP COM 655663102 BBG000BPWGR1 1,690,624 6,400 SH   SOLE   0 0 6,400
COPART INC COM 217204106 BBG000BM9RH1 1,685,600 34,400 SH   SOLE   0 0 34,400
DICKS SPORTING GOODS INC COM 253393102 BBG000F6ZWH2 1,660,535 11,300 SH   SOLE   0 0 11,300
GLOBE LIFE INC COM 37959E102 BBG000BVD6X4 1,643,220 13,500 SH   SOLE   0 0 13,500
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN811 1,527,264 9,600 SH   SOLE   0 0 9,600
ARROW ELECTRS INC COM 042735100 BBG000BCD3D5 1,442,550 11,800 SH   SOLE   0 0 11,800
COTERRA ENERGY INC COM 127097103 BBG000C3GN47 1,398,496 54,800 SH   SOLE   0 0 54,800
BERKLEY W R CORP COM 084423102 BBG000BD1HP2 1,082,016 15,300 SH   SOLE   0 0 15,300
OVINTIV INC COM 69047Q102 BBG00R2NHQ65 1,054,080 24,000 SH   SOLE   0 0 24,000
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 1,038,801 7,100 SH   SOLE   0 0 7,100
FERGUSON PLC NEW SHS G3421J106 BBG00P5M4V07 984,657 5,100 SH   SOLE   0 0 5,100
EVEREST GROUP LTD COM G3223R108 BBG000C1XVK6 954,666 2,700 SH   SOLE   0 0 2,700
FIRSTENERGY CORP COM 337932107 BBG000BB6M98 934,830 25,500 SH   SOLE   0 0 25,500
VISTRA CORP COM 92840M102 BBG00DXDL6Q1 885,960 23,000 SH   SOLE   0 0 23,000
ARCHER DANIELS MIDLAND CO COM 039483102 BBG000BB6WG8 852,196 11,800 SH   SOLE   0 0 11,800
TARGA RES CORP COM 87612G101 BBG0015XMW40 816,578 9,400 SH   SOLE   0 0 9,400
INGERSOLL RAND INC COM 45687V106 BBG002R1CW27 796,602 10,300 SH   SOLE   0 0 10,300
CONAGRA BRANDS INC COM 205887102 BBG000BDXGP9 621,922 21,700 SH   SOLE   0 0 21,700
WK KELLOGG CO COM SHS 92942W107 BBG018CYVVW5 555,020 42,239 SH   SOLE   0 0 42,239
SERA PROGNOSTICS INC CLASS A COM 81749D107 BBG001J19ZJ7 284,493 47,574 SH   SOLE   0 0 47,574