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COM 595017104 2110740 23560 SH SOLE 23560 0 0 MICROSOFT CORP COM 594918104 121989941 358225 SH SOLE 358225 0 0 MONDELEZ INTL INC CL A 609207105 2558735 35080 SH SOLE 35080 0 0 NETFLIX INC COM 64110L106 32102911 72880 SH SOLE 72880 0 0 NEXTERA ENERGY INC COM 65339F101 1307404 17620 SH SOLE 17620 0 0 NISOURCE INC COM 65473P105 2235316 81730 SH SOLE 81730 0 0 NVIDIA CORPORATION COM 67066G104 79092049 186970 SH SOLE 186970 0 0 OCCIDENTAL PETE CORP COM 674599105 709128 12060 SH SOLE 12060 0 0 ON SEMICONDUCTOR CORP COM 682189105 7295901 77140 SH SOLE 77140 0 0 ORACLE CORP COM 68389X105 1994758 16750 SH SOLE 16750 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 1194125 1250 SH SOLE 1250 0 0 OTIS WORLDWIDE CORP COM 68902V107 13070673 146845 SH SOLE 146845 0 0 PG&E CORP COM 69331C108 21164371 1224790 SH SOLE 1224790 0 0 PHILIP MORRIS INTL INC COM 718172109 26264454 267720 SH SOLE 267720 0 0 PLANET FITNESS INC CL A 72703H101 8783386 130240 SH SOLE 130240 0 0 POOL CORP COM 73278L105 2682422 7160 SH SOLE 7160 0 0 PROCTER AND GAMBLE CO COM 742718109 18758099 123620 SH SOLE 123620 0 0 PTC INC COM 69370C100 3230210 22700 SH SOLE 22700 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 17638678 180060 SH SOLE 180060 0 0 REGENERON PHARMACEUTICALS COM 75886F107 1070625 1490 SH SOLE 1490 0 0 REPUBLIC SVCS INC COM 760759100 31164225 203110 SH SOLE 203110 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 17920048 172740 SH SOLE 172740 0 0 S&P GLOBAL INC COM 78409V104 16568784 41330 SH SOLE 41330 0 0 SALESFORCE INC COM 79466L302 2300621 10890 SH SOLE 10890 0 0 SCHLUMBERGER LTD COM STK 806857108 18208784 370700 SH SOLE 370700 0 0 SEMPRA COM 816851109 1010395 6940 SH SOLE 6940 0 0 SERVICENOW INC COM 81762P102 21057016 37470 SH SOLE 37470 0 0 TESLA INC COM 88160R101 5651614 21590 SH SOLE 21590 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 31509348 60380 SH SOLE 60380 0 0 TJX COS INC NEW COM 872540109 731738 8630 SH SOLE 8630 0 0 T-MOBILE US INC COM 872590104 10599459 76310 SH SOLE 76310 0 0 TRANSDIGM GROUP INC COM 893641100 3621389 4050 SH SOLE 4050 0 0 ULTA BEAUTY INC COM 90384S303 9331900 19830 SH SOLE 19830 0 0 UNITEDHEALTH GROUP INC COM 91324P102 47025817 97840 SH SOLE 97840 0 0 VISA INC COM CL A 92826C839 46807783 197102 SH SOLE 197102 0 0 WALMART INC COM 931142103 5185840 32993 SH SOLE 32993 0 0 WELLS FARGO CO NEW COM 949746101 4648706 108920 SH SOLE 108920 0 0 WINGSTOP INC COM 974155103 416333 2080 SH SOLE 2080 0 0 ZOETIS INC CL A 98978V103 4579064 26590 SH SOLE 26590 0 0