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
ABBVIE INC COM 00287Y109   6,651,058 44,620 SH   SOLE   44,620 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,748,635 8,950 SH   SOLE   8,950 0 0
ADOBE INC COM 00724F101   2,080,392 4,080 SH   SOLE   4,080 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,587,541 15,440 SH   SOLE   15,440 0 0
AES CORP COM 00130H105   406,752 26,760 SH   SOLE   26,760 0 0
ALIGN TECHNOLOGY INC COM 016255101   24,532,462 80,350 SH   SOLE   80,350 0 0
ALPHABET INC CAP STK CL C 02079K107   89,329,694 677,510 SH   SOLE   677,510 0 0
AMAZON COM INC COM 023135106   63,693,476 501,050 SH   SOLE   501,050 0 0
AMERICAN EXPRESS CO COM 025816109   11,636,820 78,000 SH   SOLE   78,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   4,413,839 26,840 SH   SOLE   26,840 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   364,060 2,940 SH   SOLE   2,940 0 0
AMERIPRISE FINL INC COM 03076C106   25,576,574 77,580 SH   SOLE   77,580 0 0
AMETEK INC COM 031100100   1,088,991 7,370 SH   SOLE   7,370 0 0
AMPHENOL CORP NEW CL A 032095101   7,739,624 92,030 SH   SOLE   92,030 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   29,756,338 331,510 SH   SOLE   331,510 0 0
APPLE INC COM 037833100   75,457,383 440,730 SH   SOLE   440,730 0 0
APPLIED MATLS INC COM 038222105   1,727,856 12,480 SH   SOLE   12,480 0 0
ARISTA NETWORKS INC COM 040413106   1,068,633 5,810 SH   SOLE   5,810 0 0
ASSURANT INC COM 04621X108   13,334,275 92,870 SH   SOLE   92,870 0 0
AT&T INC COM 00206R102   1,751,482 116,610 SH   SOLE   116,610 0 0
AUTOZONE INC COM 053332102   14,757,343 5,810 SH   SOLE   5,810 0 0
BAKER HUGHES COMPANY CL A 05722G100   527,681 14,940 SH   SOLE   14,940 0 0
BANK AMERICA CORP COM 060505104   3,607,041 131,740 SH   SOLE   131,740 0 0
BECTON DICKINSON & CO COM 075887109   9,320,007 36,050 SH   SOLE   36,050 0 0
BIOGEN INC COM 09062X103   1,703,976 6,630 SH   SOLE   6,630 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   2,837,554 32,070 SH   SOLE   32,070 0 0
BLOCK INC CL A 852234103   2,464,397 55,680 SH   SOLE   55,680 0 0
BOEING CO COM 097023105   26,283,161 137,120 SH   SOLE   137,120 0 0
BOOKING HOLDINGS INC COM 09857L108   986,864 320 SH   SOLE   320 0 0
BROADCOM INC COM 11135F101   3,446,907 4,150 SH   SOLE   4,150 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,251,162 5,340 SH   SOLE   5,340 0 0
CARDINAL HEALTH INC COM 14149Y108   1,350,919 15,560 SH   SOLE   15,560 0 0
CELANESE CORP DEL COM 150870103   680,318 5,420 SH   SOLE   5,420 0 0
CERIDIAN HCM HLDG INC COM 15677J108   939,723 13,850 SH   SOLE   13,850 0 0
CHARLES RIV LABS INTL INC COM 159864107   905,428 4,620 SH   SOLE   4,620 0 0
CHENIERE ENERGY INC COM NEW 16411R208   3,988,019 24,030 SH   SOLE   24,030 0 0
CHEVRON CORP NEW COM 166764100   4,567,916 27,090 SH   SOLE   27,090 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   7,510,503 4,100 SH   SOLE   4,100 0 0
CHURCH & DWIGHT CO INC COM 171340102   1,352,459 14,760 SH   SOLE   14,760 0 0
CINTAS CORP COM 172908105   14,742,956 30,650 SH   SOLE   30,650 0 0
COMCAST CORP NEW CL A 20030N101   8,537,223 192,540 SH   SOLE   192,540 0 0
CONOCOPHILLIPS COM 20825C104   610,980 5,100 SH   SOLE   5,100 0 0
CONSTELLATION ENERGY CORP COM 21037T109   34,722,346 318,320 SH   SOLE   318,320 0 0
CORTEVA INC COM 22052L104   4,287,720 83,810 SH   SOLE   83,810 0 0
COSTCO WHSL CORP NEW COM 22160K105   33,908,899 60,020 SH   SOLE   60,020 0 0
COTERRA ENERGY INC COM 127097103   710,604 26,270 SH   SOLE   26,270 0 0
CROWN HLDGS INC COM 228368106   3,184,395 35,990 SH   SOLE   35,990 0 0
CVS HEALTH CORP COM 126650100   1,866,987 26,740 SH   SOLE   26,740 0 0
D R HORTON INC COM 23331A109   3,615,291 33,640 SH   SOLE   33,640 0 0
DEERE & CO COM 244199105   1,992,566 5,280 SH   SOLE   5,280 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   950,160 25,680 SH   SOLE   25,680 0 0
DEVON ENERGY CORP NEW COM 25179M103   420,237 8,810 SH   SOLE   8,810 0 0
DEXCOM INC COM 252131107   2,692,638 28,860 SH   SOLE   28,860 0 0
DIAMONDBACK ENERGY INC COM 25278X109   340,736 2,200 SH   SOLE   2,200 0 0
DUPONT DE NEMOURS INC COM 26614N102   742,916 9,960 SH   SOLE   9,960 0 0
EASTMAN CHEM CO COM 277432100   1,515,220 19,750 SH   SOLE   19,750 0 0
EATON CORP PLC SHS G29183103   20,649,770 96,820 SH   SOLE   96,820 0 0
ECOLAB INC COM 278865100   516,670 3,050 SH   SOLE   3,050 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,952,310 28,180 SH   SOLE   28,180 0 0
ELI LILLY & CO COM 532457108   55,206,221 102,780 SH   SOLE   102,780 0 0
ENPHASE ENERGY INC COM 29355A107   341,226 2,840 SH   SOLE   2,840 0 0
EOG RES INC COM 26875P101   598,307 4,720 SH   SOLE   4,720 0 0
EQUINIX INC COM 29444U700   1,881,013 2,590 SH   SOLE   2,590 0 0
ESSEX PPTY TR INC COM 297178105   21,486,040 100,420 SH   SOLE   100,420 0 0
ETSY INC COM 29786A106   574,116 8,890 SH   SOLE   8,890 0 0
EXELON CORP COM 30161N101   1,125,764 29,790 SH   SOLE   29,790 0 0
EXXON MOBIL CORP COM 30231G102   3,761,384 31,990 SH   SOLE   31,990 0 0
FEDEX CORP COM 31428X106   2,222,679 8,390 SH   SOLE   8,390 0 0
FLOWSERVE CORP COM 34354P105   16,572,140 414,970 SH   SOLE   414,970 0 0
FMC CORP COM NEW 302491303   2,996,378 44,290 SH   SOLE   44,290 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   4,400,552 13,600 SH   SOLE   13,600 0 0
HCA HEALTHCARE INC COM 40412C101   880,608 3,580 SH   SOLE   3,580 0 0
HEXCEL CORP NEW COM 428291108   3,626,995 55,680 SH   SOLE   55,680 0 0
INSPIRE MED SYS INC COM 457730109   2,897,224 14,600 SH   SOLE   14,600 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   16,967,285 154,220 SH   SOLE   154,220 0 0
INTUIT COM 461202103   32,689,942 63,980 SH   SOLE   63,980 0 0
IQVIA HLDGS INC COM 46266C105   8,562,561 43,520 SH   SOLE   43,520 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,318,012 24,770 SH   SOLE   24,770 0 0
JPMORGAN CHASE & CO COM 46625H100   30,217,817 208,370 SH   SOLE   208,370 0 0
KRAFT HEINZ CO COM 500754106   2,668,325 79,320 SH   SOLE   79,320 0 0
LAM RESEARCH CORP COM 512807108   1,115,651 1,780 SH   SOLE   1,780 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   816,335 9,500 SH   SOLE   9,500 0 0
LAUDER ESTEE COS INC CL A 518439104   1,193,983 8,260 SH   SOLE   8,260 0 0
LINDE PLC SHS G54950103   31,046,544 83,380 SH   SOLE   83,380 0 0
LULULEMON ATHLETICA INC COM 550021109   3,262,261 8,460 SH   SOLE   8,460 0 0
MARATHON PETE CORP COM 56585A102   20,641,263 136,390 SH   SOLE   136,390 0 0
MARRIOTT INTL INC NEW CL A 571903202   13,645,195 69,420 SH   SOLE   69,420 0 0
MARVELL TECHNOLOGY INC COM 573874104   33,117,275 611,810 SH   SOLE   611,810 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,242,503 8,190 SH   SOLE   8,190 0 0
MCDONALDS CORP COM 580135101   31,083,286 117,990 SH   SOLE   117,990 0 0
MERCK & CO INC COM 58933Y105   3,685,610 35,800 SH   SOLE   35,800 0 0
META PLATFORMS INC CL A 30303M102   7,144,998 23,800 SH   SOLE   23,800 0 0
METLIFE INC COM 59156R108   2,284,891 36,320 SH   SOLE   36,320 0 0
MICROSOFT CORP COM 594918104   131,674,067 417,020 SH   SOLE   417,020 0 0
MONDELEZ INTL INC CL A 609207105   3,296,500 47,500 SH   SOLE   47,500 0 0
NETFLIX INC COM 64110L106   24,238,144 64,190 SH   SOLE   64,190 0 0
NEW YORK TIMES CO CL A 650111107   6,599,004 160,170 SH   SOLE   160,170 0 0
NEXTERA ENERGY INC COM 65339F101   1,009,450 17,620 SH   SOLE   17,620 0 0
NISOURCE INC COM 65473P105   1,727,600 70,000 SH   SOLE   70,000 0 0
NVIDIA CORPORATION COM 67066G104   98,355,589 226,110 SH   SOLE   226,110 0 0
OCCIDENTAL PETE CORP COM 674599105   2,617,908 40,350 SH   SOLE   40,350 0 0
ON SEMICONDUCTOR CORP COM 682189105   7,170,164 77,140 SH   SOLE   77,140 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   1,554,151 1,710 SH   SOLE   1,710 0 0
OTIS WORLDWIDE CORP COM 68902V107   16,553,899 206,125 SH   SOLE   206,125 0 0
PEPSICO INC COM 713448108   13,948,301 82,320 SH   SOLE   82,320 0 0
PG&E CORP COM 69331C108   5,249,348 325,440 SH   SOLE   325,440 0 0
PHILIP MORRIS INTL INC COM 718172109   10,632,188 113,410 SH   SOLE   113,410 0 0
PLANET FITNESS INC CL A 72703H101   4,489,642 91,290 SH   SOLE   91,290 0 0
PROCTER AND GAMBLE CO COM 742718109   22,103,625 151,540 SH   SOLE   151,540 0 0
PROGYNY INC COM 74340E103   359,932 10,580 SH   SOLE   10,580 0 0
PTC INC COM 69370C100   4,067,633 28,710 SH   SOLE   28,710 0 0
REGENERON PHARMACEUTICALS COM 75886F107   1,226,210 1,490 SH   SOLE   1,490 0 0
REPUBLIC SVCS INC COM 760759100   30,037,954 210,120 SH   SOLE   210,120 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   21,218,000 230,280 SH   SOLE   230,280 0 0
RTX CORPORATION COM 75513E101   3,416,416 47,470 SH   SOLE   47,470 0 0
S&P GLOBAL INC COM 78409V104   14,967,195 40,960 SH   SOLE   40,960 0 0
SALESFORCE INC COM 79466L302   2,208,274 10,890 SH   SOLE   10,890 0 0
SCHLUMBERGER LTD COM STK 806857108   18,771,506 320,280 SH   SOLE   320,280 0 0
SEMPRA COM 816851109   666,694 9,800 SH   SOLE   9,800 0 0
SERVICENOW INC COM 81762P102   30,977,563 55,420 SH   SOLE   55,420 0 0
TERADATA CORP DEL COM 88076W103   748,232 16,620 SH   SOLE   16,620 0 0
TESLA INC COM 88160R101   8,009,542 32,010 SH   SOLE   32,010 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   37,336,613 73,720 SH   SOLE   73,720 0 0
TJX COS INC NEW COM 872540109   1,734,049 19,510 SH   SOLE   19,510 0 0
T-MOBILE US INC COM 872590104   3,562,872 25,440 SH   SOLE   25,440 0 0
ULTA BEAUTY INC COM 90384S303   10,481,569 26,240 SH   SOLE   26,240 0 0
UNITEDHEALTH GROUP INC COM 91324P102   57,926,389 114,890 SH   SOLE   114,890 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   3,313,598 102,240 SH   SOLE   102,240 0 0
VISA INC COM CL A 92826C839   53,116,209 230,930 SH   SOLE   230,930 0 0
WALMART INC COM 931142103   6,376,889 39,873 SH   SOLE   39,873 0 0
WELLS FARGO CO NEW COM 949746101   4,318,494 105,690 SH   SOLE   105,690 0 0
WINGSTOP INC COM 974155103   374,067 2,080 SH   SOLE   2,080 0 0
ZOETIS INC CL A 98978V103   4,626,128 26,590 SH   SOLE   26,590 0 0