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 SHS CLASS A G1151C101   1,111,407 3,574 SH   SOLE   3,574 0 0
ADOBE INC COM 00724F101   9,318,943 19,206 SH   SOLE   19,206 0 0
ADVANCED MICRO DEVICES INC COM 007903107   11,628,444 100,401 SH   SOLE   100,401 0 0
AERCAP HOLDINGS NV SHS N00985106   3,401,938 53,414 SH   SOLE   53,414 0 0
AGNICO EAGLE MINES LTD COM 008474108   10,367,815 205,222 SH   SOLE   205,222 0 0
ALCON INC ORD SHS H01301128   208,516 2,573 SH   SOLE   2,573 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   2,777,441 14,642 SH   SOLE   14,642 0 0
ALPHABET INC CAP STK CL C 02079K107   14,345,434 118,990 SH   SOLE   118,990 0 0
ALPHABET INC CAP STK CL A 02079K305   2,198,966 18,340 SH   SOLE   18,340 0 0
ALPHABET INC CAP STK CL A 02079K305   12,039,519 100,413 SH   SOLE   100,413 0 0
AMAZON.COM INC COM 023135106   1,268,473 9,741 SH   SOLE   9,741 0 0
AMAZON.COM INC COM 023135106   13,143,495 100,933 SH   SOLE   100,933 0 0
AMERICAN ELECTRIC POWER CO INC COM 025537101   8,923,875 104,593 SH   SOLE   104,593 0 0
AMERICAN TOWER CORP COM 03027X100   10,994,795 56,372 SH   SOLE   56,372 0 0
AMGEN INC COM 031162100   1,109,299 4,930 SH   SOLE   4,930 0 0
ANALOG DEVICES INC COM 032654105   1,358,172 6,989 SH   SOLE   6,989 0 0
APPLE INC COM 037833100   3,457,929 17,967 SH   SOLE   17,967 0 0
APPLE INC COM 037833100   17,472,096 90,783 SH   SOLE   90,783 0 0
AT&T INC COM 00206R102   9,144,328 567,266 SH   SOLE   567,266 0 0
AUTODESK INC COM 052769106   4,876,985 23,942 SH   SOLE   23,942 0 0
BAKER HUGHES CO CL A 05722G100   7,173,958 227,024 SH   SOLE   227,024 0 0
BANK NY MELLON CORP COM 064058100   10,068,683 223,401 SH   SOLE   223,401 0 0
BANK OF AMERICA CORP COM 060505104   1,463,183 50,109 SH   SOLE   50,109 0 0
BAXTER INTERNATIONAL INC COM 071813109   432,681 9,684 SH   SOLE   9,684 0 0
BECTON DICKINSON & CO COM 075887109   598,225 2,284 SH   SOLE   2,284 0 0
BLACKROCK INC COM 09247X101   1,202,668 1,734 SH   SOLE   1,734 0 0
BOSTON SCIENTIFIC CORP COM 101137107   9,758,950 182,274 SH   SOLE   182,274 0 0
BROADCOM INC COM 11135F101   1,698,541 1,938 SH   SOLE   1,938 0 0
CDW CORP DE COM 12514G108   3,529,917 19,266 SH   SOLE   19,266 0 0
CENTENE CORP COM 15135B101   5,001,549 74,240 SH   SOLE   74,240 0 0
CHEVRON CORP COM 166764100   1,781,032 11,329 SH   SOLE   11,329 0 0
CHUBB LTD COM H1467J104   6,646,465 34,563 SH   SOLE   34,563 0 0
CISCO SYSTEMS INC/DELAWARE COM 17275R102   1,262,802 24,369 SH   SOLE   24,369 0 0
CME GROUP INC COM 12572Q105   5,657,216 30,389 SH   SOLE   30,389 0 0
CNH INDUSTRIAL NV SHS N20944109   202,609 13,925 SH   SOLE   13,925 0 0
COCA COLA CO/THE COM 191216100   1,145,083 18,902 SH   SOLE   18,902 0 0
COCA COLA CO/THE COM 191216100   11,130,303 183,729 SH   SOLE   183,729 0 0
COMCAST CORP CL A 20030N101   7,292,632 174,632 SH   SOLE   174,632 0 0
COSTCO WHOLESALE CORP COM 22160K105   1,362,880 2,519 SH   SOLE   2,519 0 0
CSX CORP COM 126408103   1,294,378 37,693 SH   SOLE   37,693 0 0
DANAHER CORP COM 235851102   7,317,429 30,900 SH   SOLE   30,900 0 0
EATON CORP PLC SHS G29183103   1,378,930 6,873 SH   SOLE   6,873 0 0
EATON CORP PLC SHS G29183103   3,933,151 19,604 SH   SOLE   19,604 0 0
ELI LILLY & CO COM 532457108   1,533,760 3,324 SH   SOLE   3,324 0 0
ESTEE LAUDER COS INC/THE CL A 518439104   7,217,892 36,454 SH   SOLE   36,454 0 0
FERRARI NV COM N3167Y103   1,676,275 5,144 SH   SOLE   5,144 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   861,302 12,167 SH   SOLE   12,167 0 0
HEWLETT PACKARD ENTERPRISE CO COM 42824C109   7,071,238 423,174 SH   SOLE   423,174 0 0
HOME DEPOT INC/THE COM 437076102   1,214,348 3,917 SH   SOLE   3,917 0 0
HOME DEPOT INC/THE COM 437076102   10,049,608 32,416 SH   SOLE   32,416 0 0
IBM-INTL BUSIN MACHINES CORP COM 459200101   7,347,974 54,971 SH   SOLE   54,971 0 0
ICICI BANK LTD ADR 45104G104   1,126,509 48,162 SH   SOLE   48,162 0 0
INFOSYS LTD SPONSORED ADR 456788108   616,564 38,201 SH   SOLE   38,201 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   8,945,637 79,214 SH   SOLE   79,214 0 0
ITAU UNIBANCO HOLDING SA SPON ADR REP PFD 465562106   587,978 98,654 SH   SOLE   98,654 0 0
JD COM INC SPON ADR CL A 47215P106   833,512 23,713 SH   SOLE   23,713 0 0
JOHNSON & JOHNSON COM 478160104   1,206,176 7,384 SH   SOLE   7,384 0 0
JOHNSON CONTROLS INTL PLC SHS G51502105   3,270,626 48,332 SH   SOLE   48,332 0 0
JPMORGAN CHASE & CO COM 46625H100   1,644,085 11,214 SH   SOLE   11,214 0 0
LAS VEGAS SANDS CORP COM 517834107   3,278,403 55,955 SH   SOLE   55,955 0 0
MAKEMYTRIP LTD SHS V5633W109   642,973 23,805 SH   SOLE   23,805 0 0
MASTERCARD INC CL A 57636Q104   2,351,941 5,970 SH   SOLE   5,970 0 0
MCDONALD S CORP COM 580135101   1,270,171 4,308 SH   SOLE   4,308 0 0
MEDTRONIC PLC SHS G5960L103   1,125,587 12,917 SH   SOLE   12,917 0 0
MEDTRONIC PLC SHS G5960L103   7,720,168 88,595 SH   SOLE   88,595 0 0
MERCK & CO INC COM 58933Y105   11,704,305 102,373 SH   SOLE   102,373 0 0
META PLATFORMS INC CL A 30303M102   22,807,235 79,740 SH   SOLE   79,740 0 0
MICRON TECHNOLOGY INC COM 595112103   3,486,448 54,561 SH   SOLE   54,561 0 0
MICROSOFT CORP COM 594918104   3,642,180 10,776 SH   SOLE   10,776 0 0
MICROSOFT CORP COM 594918104   25,825,478 76,409 SH   SOLE   76,409 0 0
MODERNA INC COM 60770K107   172,370 1,416 SH   SOLE   1,416 0 0
NATIONAL INSTRUMENTS CORP COM 636518102   7,423,843 129,448 SH   SOLE   129,448 0 0
NETEASE INC SPONSORED ADS 64110W102   1,017,828 10,249 SH   SOLE   10,249 0 0
NETFLIX INC COM 64110L106   12,559,409 28,451 SH   SOLE   28,451 0 0
NEW ORIENTAL EDUCATION & TECHN SPON ADR 647581206   635,050 15,932 SH   SOLE   15,932 0 0
NEXTERA ENERGY INC COM 65339F101   1,158,989 15,582 SH   SOLE   15,582 0 0
NEXTERA ENERGY INC COM 65339F101   5,624,913 75,624 SH   SOLE   75,624 0 0
NIKE INC CL B 654106103   1,173,914 10,759 SH   SOLE   10,759 0 0
ORGANON & CO COMMON STOCK 68622V106   2,778,040 135,053 SH   SOLE   135,053 0 0
PEPSICO INC COM 713448108   1,213,824 6,540 SH   SOLE   6,540 0 0
PFIZER INC COM 717081103   942,895 25,727 SH   SOLE   25,727 0 0
PFIZER INC COM 717081103   9,200,946 251,049 SH   SOLE   251,049 0 0
PROCTER & GAMBLE CO/THE COM 742718109   1,095,408 7,183 SH   SOLE   7,183 0 0
PROCTER & GAMBLE CO/THE COM 742718109   8,823,193 57,857 SH   SOLE   57,857 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   951,498 10,673 SH   SOLE   10,673 0 0
PURE STORAGE INC CL A 74624M102   2,608,353 70,306 SH   SOLE   70,306 0 0
QUALCOMM INC COM 747525103   1,041,060 8,669 SH   SOLE   8,669 0 0
ROCKWELL AUTOMATION INC COM 773903109   3,513,798 10,665 SH   SOLE   10,665 0 0
ROSS STORES INC COM 778296103   3,220,214 28,977 SH   SOLE   28,977 0 0
SALESFORCE INC COM 79466L302   7,487,330 35,376 SH   SOLE   35,376 0 0
SCHLUMBERGER NV COM STK 806857108   4,381,855 88,576 SH   SOLE   88,576 0 0
STARBUCKS CORP COM 855244109   1,071,018 10,802 SH   SOLE   10,802 0 0
STELLANTIS NV SHS N82405106   244,353 13,720 SH   SOLE   13,720 0 0
STRYKER CORP COM 863667101   1,202,728 4,036 SH   SOLE   4,036 0 0
SYSCO CORP COM 871829107   1,209,770 16,066 SH   SOLE   16,066 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   54,134 8,889 SH   SOLE   8,889 0 0
TARGET CORP COM 87612E106   1,042,333 7,729 SH   SOLE   7,729 0 0
TEXAS INSTRUMENTS INC COM 882508104   978,074 5,441 SH   SOLE   5,441 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   460,970 888 SH   SOLE   888 0 0
TJX COS INC COM 872540109   1,220,048 14,483 SH   SOLE   14,483 0 0
TJX COS INC COM 872540109   3,346,687 39,728 SH   SOLE   39,728 0 0
TRIP COM GROUP LTD ADS 89677Q107   988,098 28,063 SH   SOLE   28,063 0 0
ULTA BEAUTY INC COM 90384S303   3,124,256 6,545 SH   SOLE   6,545 0 0
UNION PACIFIC CORP COM 907818108   1,192,462 5,785 SH   SOLE   5,785 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,988,937 4,162 SH   SOLE   4,162 0 0
VALERO ENERGY CORP COM 91913Y100   1,193,089 10,160 SH   SOLE   10,160 0 0
VISA INC COM CL A 92826C839   10,315,524 43,348 SH   SOLE   43,348 0 0
WALT DISNEY CO/THE COM 254687106   798,753 8,826 SH   SOLE   8,826 0 0
WALT DISNEY CO/THE COM 254687106   3,174,650 35,079 SH   SOLE   35,079 0 0
YANDEX NV SHS CLASS A N97284108   161,412 10,833 SH   SOLE   10,833 0 0
YUM CHINA HOLDINGS INC COM 98850P109   1,309,339 22,783 SH   SOLE   22,783 0 0