ABBOTT LABS COM COM 002824100 13777738 102865 SH SOLE 102865 0 0 ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 22009050 89250 SH SOLE 89250 0 0 ADVANCED DRAIN SYS INC DEL COM COM 00790R104 10621091 76576 SH SOLE 56741 0 19835 AKAMAI TECHNOLOGIES INC COM COM 00971T101 32323913 426662 SH SOLE 315249 0 111413 ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 8130150 97554 SH SOLE 37526 0 60028 ALIGN TECHNOLOGY INC COM COM 016255101 11199426 89438 SH SOLE 66685 0 22753 ALLIANT ENERGY CORP COM COM 018802108 8663533 128520 SH SOLE 128520 0 0 ALPHABET INC CAP STK CL A CL A 02079K305 635928207 2615912 SH SOLE 793574 0 1822338 AMAZON COM INC COM COM 023135106 388092829 1767513 SH SOLE 647034 0 1120479 AMERICAN ELEC PWR CO INC COM COM 025537101 12145500 107960 SH SOLE 107960 0 0 AMERICAN HEALTHCARE REIT INC COM SHS SHS 398182303 1466611 34911 SH SOLE 13520 0 21391 AMERICAN HOMES 4 RENT CL A CL A 02665T306 44580935 1340780 SH SOLE 869316 0 471464 AMERICAN TOWER CORP NEW COM COM 03027X100 11006089 57228 SH SOLE 57228 0 0 AMERICAN WTR WKS CO INC NEW COM COM 030420103 13946281 100196 SH SOLE 100196 0 0 AMERICOLD REALTY TRUST INC COM COM 03064D108 1510893 123439 SH SOLE 52085 0 71354 AMPHENOL CORP NEW CL A CL A 032095101 11239470 90824 SH SOLE 90824 0 0 ANALOG DEVICES INC COM COM 032654105 135736719 552449 SH SOLE 73139 0 479310 APPLE INC COM COM 037833100 141451039 555516 SH SOLE 555516 0 0 APPLE HOSPITALITY REIT INC COM COM 03784Y200 4947147 411919 SH SOLE 170756 0 241163 ATS CORPORATION COM COM 00217Y104 29698836 815678 SH SOLE 604030 0 211648 AUTOLIV INC COM COM 052800109 28890726 233933 SH SOLE 227441 0 6492 AVALONBAY CMNTYS INC COM COM 053484101 19506307 100980 SH SOLE 38876 0 62104 BAKER HUGHES COMPANY CL A CL A 05722G100 12155737 249502 SH SOLE 249502 0 0 BANK AMERICA CORP COM COM 060505104 22349201 433208 SH SOLE 433208 0 0 BERKSHIRE HATHAWAY INC DEL CL A CL A 084670108 98046000 130 SH SOLE 0 0 130 BERKSHIRE HATHAWAY INC DEL CL B CL B 084670702 165258682 328716 SH SOLE 117448 0 211268 BLACKROCK INC COM COM 09290D101 48174914 41321 SH SOLE 39967 0 1354 BOOKING HOLDINGS INC COM COM 09857L108 450930833 83517 SH SOLE 17707 0 65810 BOSTON SCIENTIFIC CORP COM COM 101137107 13256104 135779 SH SOLE 135779 0 0 BROADCOM INC COM COM 11135F101 94158293 285406 SH SOLE 285406 0 0 BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 8824437 37051 SH SOLE 37051 0 0 BROADSTONE NET LEASE INC COM COM 11135E203 9039736 505861 SH SOLE 194409 0 311452 BROOKFIELD CORP CL A LTD VT SH SH 11271J107 10530740 110443 SH SOLE 110443 0 0 BROWN & BROWN INC COM COM 115236101 182846981 1949536 SH SOLE 354171 0 1595365 BRUNSWICK CORP COM COM 117043109 57475864 908853 SH SOLE 674171 0 234682 BUILDERS FIRSTSOURCE INC COM COM 12008R107 2010810 16584 SH SOLE 16584 0 0 CACI INTL INC CL A CL A 127190304 32887558 65936 SH SOLE 48857 0 17079 CADENCE DESIGN SYSTEM INC COM COM 127387108 22801340 64913 SH SOLE 64913 0 0 CANADIAN PACIFIC KANSAS CITY COM COM 13646K108 15987287 154243 SH SOLE 154243 0 0 CATERPILLAR INC COM COM 149123101 17801035 37307 SH SOLE 37307 0 0 CBRE GROUP INC CL A CL A 12504L109 11092854 70404 SH SOLE 70404 0 0 CHENIERE ENERGY INC COM COM 16411R208 24024120 102239 SH SOLE 102239 0 0 CHESAPEAKE UTILS CORP COM COM 165303108 7666151 56917 SH SOLE 56917 0 0 CHEVRON CORP NEW COM COM 166764100 15432254 99377 SH SOLE 99377 0 0 CHUBB LIMITED COM COM H1467J104 180461054 639366 SH SOLE 121366 0 518000 CISCO SYS INC COM COM 17275R102 55041085 804459 SH SOLE 779587 0 24872 CITIGROUP INC COM COM 172967424 285928444 2817029 SH SOLE 793217 0 2023812 CLEAN HARBORS INC COM COM 184496107 3999293 17222 SH SOLE 17222 0 0 CME GROUP INC COM COM 12572Q105 8302939 30730 SH SOLE 30730 0 0 CNH INDL N V SHS SHS N20944109 32960965 3037877 SH SOLE 2922482 0 115395 COCA COLA CO COM COM 191216100 19913906 300270 SH SOLE 300270 0 0 COLGATE PALMOLIVE CO COM COM 194162103 16236773 203112 SH SOLE 203112 0 0 CORPAY INC COM SHS SHS 219948106 192421199 667990 SH SOLE 114191 0 553799 COSTCO WHSL CORP NEW COM COM 22160K105 9545097 10312 SH SOLE 10312 0 0 CROCS INC COM COM 227046109 6045845 72362 SH SOLE 53186 0 19176 CSX CORP COM COM 126408103 6081088 171250 SH SOLE 171250 0 0 CUBESMART COM COM 229663109 2990787 73556 SH SOLE 28838 0 44718 DANAHER CORPORATION COM COM 235851102 116430564 587262 SH SOLE 137757 0 449505 DEERE & CO COM COM 244199105 19174741 41934 SH SOLE 41934 0 0 DIAMONDROCK HOSPITALITY CO COM COM 252784301 1266818 159148 SH SOLE 121664 0 37484 DIGITAL RLTY TR INC COM COM 253868103 3231473 18692 SH SOLE 6690 0 12002 ECOLAB INC COM COM 278865100 18067092 65972 SH SOLE 65972 0 0 EDWARDS LIFESCIENCES CORP COM COM 28176E108 10288971 132300 SH SOLE 132300 0 0 ELI LILLY & CO COM COM 532457108 36907836 48372 SH SOLE 48372 0 0 EMERA INC COM COM 290876101 11419740 171031 SH SOLE 171031 0 0 ENCOMPASS HEALTH CORP COM COM 29261A100 53360086 420092 SH SOLE 311167 0 108925 ENTERGY CORP NEW COM COM 29364G103 19402344 208202 SH SOLE 208202 0 0 ENVISTA HOLDINGS CORPORATION COM COM 29415F104 41616969 2043052 SH SOLE 1514247 0 528805 EQUINIX INC COM COM 29444U700 30880803 39427 SH SOLE 16137 0 23290 EXPAND ENERGY CORPORATION COM COM 165167735 23999297 225897 SH SOLE 225897 0 0 EXTRA SPACE STORAGE INC COM COM 30225T102 20076057 142444 SH SOLE 54759 0 87685 FEDERAL RLTY INVT TR NEW SH BEN INT SH BEN INT 313745101 13396728 132235 SH SOLE 50979 0 81256 FERGUSON ENTERPRISES INC COMMON STOCK COMMON STOCK 31488V107 18410170 81976 SH SOLE 81976 0 0 FIDELITY NATL INFORMATION SV COM COM 31620M106 39819386 603873 SH SOLE 580994 0 22879 FIRST HORIZON CORPORATION COM COM 320517105 41012550 1813912 SH SOLE 1349769 0 464143 FIRST SOLAR INC COM COM 336433107 39057186 177106 SH SOLE 131189 0 45917 FIRSTENERGY CORP COM COM 337932107 9304805 203073 SH SOLE 203073 0 0 GE AEROSPACE COM COM 369604301 20494265 68128 SH SOLE 68128 0 0 GENTEX CORP COM COM 371901109 26199857 925790 SH SOLE 686194 0 239596 GILEAD SCIENCES INC COM COM 375558103 29359722 264502 SH SOLE 252252 0 12250 GULFPORT ENERGY CORP COMMON SHARES SHS 402635502 2049056 11322 SH SOLE 11322 0 0 H2O AMERICA COM COM 784305104 3458479 71016 SH SOLE 71016 0 0 HEALTHCARE RLTY TR CL A COM COM 42226K105 4219399 234021 SH SOLE 90303 0 143718 HEALTHPEAK PROPERTIES INC COM COM 42250P103 25605561 1337105 SH SOLE 933687 0 403418 HENRY SCHEIN INC COM COM 806407102 34902125 525872 SH SOLE 383469 0 142403 HIGHWOODS PPTYS INC COM COM 431284108 11597181 364462 SH SOLE 142122 0 222340 HOLOGIC INC COM COM 436440101 27727862 410844 SH SOLE 305257 0 105587 HOME DEPOT INC COM COM 437076102 24561807 60618 SH SOLE 60618 0 0 HOST HOTELS & RESORTS INC COM COM 44107P104 2497413 146734 SH SOLE 62018 0 84716 HUNTINGTON BANCSHARES INC COM COM 446150104 6653354 385255 SH SOLE 287819 0 97436 IDEX CORP COM COM 45167R104 6926903 42559 SH SOLE 42559 0 0 INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 11102495 65898 SH SOLE 65898 0 0 INTUITIVE SURGICAL INC COM COM 46120E602 15529615 34724 SH SOLE 34724 0 0 INVENTRUST PPTYS CORP COM COM 46124J201 328443 11476 SH SOLE 0 0 11476 INVITATION HOMES INC COM COM 46187W107 56691634 1932889 SH SOLE 1514206 0 418683 IQVIA HLDGS INC COM COM 46266C105 9846490 51840 SH SOLE 51840 0 0 IRON MTN INC DEL COM COM 46284V101 6785024 66559 SH SOLE 28154 0 38405 JABIL INC COM COM 466313103 33313878 153400 SH SOLE 113613 0 39787 HENRY JACK & ASSOC INC COM COM 426281101 7053474 47361 SH SOLE 47361 0 0 JPMORGAN CHASE & CO. COM COM 46625H100 68345480 216674 SH SOLE 216674 0 0 KINDER MORGAN INC DEL COM COM 49456B101 13080919 462060 SH SOLE 406333 0 55727 KKR & CO INC COM COM 48251W104 493594933 3798345 SH SOLE 674954 0 3123391 LENNAR CORP CL A CL A 526057104 129634283 1028517 SH SOLE 131857 0 896660 LINDE PLC SHS SHS G54950103 18044775 37989 SH SOLE 37989 0 0 LITTELFUSE INC COM COM 537008104 244322838 943295 SH SOLE 155914 0 787381 LUMENTUM HLDGS INC COM COM 55024U109 40413584 248378 SH SOLE 183957 0 64421 LUXFER HLDGS PLC SHS SHS G5698W116 18221580 1310905 SH SOLE 976265 0 334640 LXP INDUSTRIAL TRUST COM COM 529043101 12083805 1348639 SH SOLE 520169 0 828470 LYONDELLBASELL INDUSTRIES N SHS - A - SHS - A - N53745100 23955353 488486 SH SOLE 469224 0 19262 MARATHON PETE CORP COM COM 56585A102 12404939 64361 SH SOLE 64361 0 0 MARKEL GROUP INC COM COM 570535104 346395773 181230 SH SOLE 36258 0 144972 MARSH & MCLENNAN COS INC COM COM 571748102 9297385 46134 SH SOLE 46134 0 0 MASTERCARD INCORPORATED CL A CL A 57636Q104 15181539 26690 SH SOLE 26690 0 0 MCDONALDS CORP COM COM 580135101 13261456 43639 SH SOLE 43639 0 0 MEDTRONIC PLC SHS SHS G5960L103 33496765 351709 SH SOLE 336569 0 15140 MERCADOLIBRE INC COM COM 58733R102 19237690 8232 SH SOLE 8232 0 0 MERCK & CO INC COM COM 58933Y105 50923269 606735 SH SOLE 590194 0 16541 META PLATFORMS INC CL A CL A 30303M102 509191186 693362 SH SOLE 161909 0 531453 MGE ENERGY INC COM COM 55277P104 7048896 83736 SH SOLE 83736 0 0 MICROSOFT CORP COM COM 594918104 692926977 1337826 SH SOLE 518526 0 819300 MOHAWK INDS INC COM COM 608190104 60536320 469565 SH SOLE 347855 0 121710 MSC INDL DIRECT INC CL A CL A 553530106 31332391 340052 SH SOLE 329160 0 10892 MUELLER WTR PRODS INC COM SER A COM SER A 624758108 38673314 1515412 SH SOLE 1122404 0 393008 NETFLIX INC COM COM 64110L106 17964617 14984 SH SOLE 14984 0 0 NEXSTAR MEDIA GROUP INC COMMON STOCK COM STK 65336K103 32714897 165444 SH SOLE 160010 0 5434 NEXTERA ENERGY INC COM COM 65339F101 8870905 117511 SH SOLE 117511 0 0 NIKE INC CL B CL B 654106103 19492115 279537 SH SOLE 279537 0 0 NOBLE CORP PLC ORD SHS A SHS A G65431127 34217641 1209959 SH SOLE 1161106 0 48853 NORFOLK SOUTHN CORP COM COM 655844108 11597028 38604 SH SOLE 38604 0 0 NUCOR CORP COM COM 670346105 9359026 69106 SH SOLE 69106 0 0 NUTRIEN LTD COM COM 67077M108 20931755 255952 SH SOLE 255952 0 0 NVIDIA CORPORATION COM COM 67066G104 215131405 1153025 SH SOLE 1153025 0 0 NVR INC COM COM 62944T105 140526203 17490 SH SOLE 3491 0 13999 NXP SEMICONDUCTORS N V COM COM N6596X109 425644222 1869074 SH SOLE 301146 0 1567928 OGE ENERGY CORP COM COM 670837103 7595452 164155 SH SOLE 164155 0 0 OMEGA HEALTHCARE INVS INC COM COM 681936100 6802866 161129 SH SOLE 61864 0 99265 OMNICOM GROUP INC COM COM 681919106 34622611 424661 SH SOLE 408682 0 15979 ORACLE CORP COM COM 68389X105 27955256 99400 SH SOLE 99400 0 0 OTIS WORLDWIDE CORP COM COM 68902V107 16883190 184657 SH SOLE 184657 0 0 PALO ALTO NETWORKS INC COM COM 697435105 11914621 58514 SH SOLE 58514 0 0 PARKER-HANNIFIN CORP COM COM 701094104 10390446 13705 SH SOLE 13705 0 0 PEPSICO INC COM COM 713448108 37411671 266389 SH SOLE 255076 0 11313 PG&E CORP COM COM 69331C108 851130 56441 SH SOLE 56441 0 0 PHILLIPS 66 COM COM 718546104 14534145 106853 SH SOLE 106853 0 0 PINNACLE FINL PARTNERS INC COM COM 72346Q104 20765294 221402 SH SOLE 164930 0 56472 PPL CORP COM COM 69351T106 16121792 433848 SH SOLE 433848 0 0 PROCTER AND GAMBLE CO COM COM 742718109 25943342 168847 SH SOLE 168847 0 0 PROGRESSIVE CORP COM COM 743315103 10742819 43502 SH SOLE 43502 0 0 PROLOGIS INC. COM COM 74340W103 47299967 413028 SH SOLE 320543 0 92485 PRUDENTIAL FINL INC COM COM 744320102 27286732 263030 SH SOLE 253467 0 9563 PTC INC COM COM 69370C100 207465326 1021896 SH SOLE 131205 0 890691 PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 35738490 428211 SH SOLE 428211 0 0 PUBLIC STORAGE OPER CO COM COM 74460D109 11133146 38543 SH SOLE 38128 0 415 QUEST DIAGNOSTICS INC COM COM 74834L100 65112229 341653 SH SOLE 253243 0 88410 QUIDELORTHO CORP COM COM 219798105 11583245 393319 SH SOLE 292995 0 100324 REALTY INCOME CORP COM COM 756109104 17983080 295823 SH SOLE 115275 0 180548 REGENCY CTRS CORP COM COM 758849103 2591814 35553 SH SOLE 13768 0 21785 RENAISSANCERE HLDGS LTD COM COM G7496G103 14810721 58326 SH SOLE 44304 0 14022 REPUBLIC SVCS INC COM COM 760759100 3695316 16103 SH SOLE 16103 0 0 REXFORD INDL RLTY INC COM COM 76169C100 5253365 127788 SH SOLE 48204 0 79584 ROLLINS INC COM COM 775711104 9407740 160159 SH SOLE 160159 0 0 ROYAL BK CDA COM COM 780087102 55273427 271278 SH SOLE 271278 0 0 S&P GLOBAL INC COM COM 78409V104 11638696 23913 SH SOLE 23913 0 0 SALESFORCE INC COM COM 79466L302 10673532 45036 SH SOLE 45036 0 0 SERVICENOW INC COM COM 81762P102 7861952 8543 SH SOLE 8543 0 0 SHERWIN WILLIAMS CO COM COM 824348106 8049506 23247 SH SOLE 23247 0 0 SIMON PPTY GROUP INC NEW COM COM 828806109 28285810 150721 SH SOLE 93899 0 56822 SOUTHERN CO COM COM 842587107 8583035 90567 SH SOLE 90567 0 0 SPOTIFY TECHNOLOGY S A SHS SHS L8681T102 228245302 326999 SH SOLE 79324 0 247675 STAG INDL INC COM COM 85254J102 24712317 700264 SH SOLE 446020 0 254244 STIFEL FINL CORP COM COM 860630102 61409397 541195 SH SOLE 401133 0 140062 STRATEGIC ED INC COM COM 86272C103 39529766 459595 SH SOLE 340379 0 119216 STRYKER CORPORATION COM COM 863667101 8304637 22465 SH SOLE 22465 0 0 SUN CMNTYS INC COM COM 866674104 178020 1380 SH SOLE 0 0 1380 SYSCO CORP COM COM 871829107 31108711 377808 SH SOLE 377808 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS SPONSORED ADS 874039100 305701059 1094565 SH SOLE 227350 0 867215 TAKE-TWO INTERACTIVE SOFTWAR COM COM 874054109 11576853 44809 SH SOLE 44809 0 0 TARGA RES CORP COM COM 87612G101 6866962 40987 SH SOLE 40987 0 0 TC ENERGY CORP COM COM 87807B107 14549071 192270 SH SOLE 192270 0 0 TENNANT CO COM COM 880345103 32913927 406044 SH SOLE 300672 0 105372 TESLA INC COM COM 88160R101 21024138 47275 SH SOLE 47275 0 0 TEXAS INSTRS INC COM COM 882508104 44039530 239697 SH SOLE 231294 0 8403 MACERICH CO COM COM 554382101 2654943 145876 SH SOLE 56493 0 89383 THERMO FISHER SCIENTIFIC INC COM COM 883556102 250883385 517264 SH SOLE 132227 0 385037 THERMON GROUP HLDGS INC COM COM 88362T103 30061336 1125050 SH SOLE 844556 0 280494 TIDEWATER INC NEW COM COM 88642R109 812536 15236 SH SOLE 15236 0 0 TIMKEN CO COM COM 887389104 33449612 444927 SH SOLE 329937 0 114990 TJX COS INC NEW COM COM 872540109 16799451 116227 SH SOLE 116227 0 0 TRANSALTA CORP COM COM 89346D107 4266224 224420 SH SOLE 224420 0 0 TRANSPORTADORA DE GAS SUR SPONSORED ADS B SPONSORED ADS 893870204 2370186 112705 SH SOLE 112705 0 0 TRIPADVISOR INC COM COM 896945201 37749346 2321608 SH SOLE 1721280 0 600328 TRONOX HOLDINGS PLC SHS SHS G9087Q102 7835366 1949096 SH SOLE 1439059 0 510037 TXNM ENERGY INC COM COM 69349H107 7353932 130043 SH SOLE 130043 0 0 TYLER TECHNOLOGIES INC COM COM 902252105 7331564 14014 SH SOLE 14014 0 0 UNION PAC CORP COM COM 907818108 9728280 41157 SH SOLE 41157 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 8182574 23697 SH SOLE 23697 0 0 VALARIS LTD CL A CL A G9460G101 1137755 23329 SH SOLE 23329 0 0 VENTAS INC COM COM 92276F100 21101215 301489 SH SOLE 115926 0 185563 VICI PPTYS INC COM COM 925652109 13924503 427001 SH SOLE 159522 0 267479 VISA INC COM CL A CL A 92826C839 190714668 558658 SH SOLE 200481 0 358177 VISHAY INTERTECHNOLOGY INC COM COM 928298108 37933336 2479303 SH SOLE 1821058 0 658245 DISNEY WALT CO COM COM 254687106 8936954 78052 SH SOLE 78052 0 0 WARNER BROS DISCOVERY INC COM SER A COM SER A 934423104 1517657 77709 SH SOLE 77709 0 0 WELLS FARGO CO NEW COM COM 949746101 14377142 171524 SH SOLE 171524 0 0 WELLTOWER INC COM COM 95040Q104 18688489 104909 SH SOLE 39792 0 65117 WESCO INTL INC COM COM 95082P105 22503600 106400 SH SOLE 78848 0 27552 WEST FRASER TIMBER CO LTD COM COM 952845105 17704748 187134 SH SOLE 138621 0 48513 WESTLAKE CORPORATION COM COM 960413102 15107074 196043 SH SOLE 186961 0 9082 WILLIAMS COS INC COM COM 969457100 25727005 406109 SH SOLE 406109 0 0 WINTRUST FINL CORP COM COM 97650W108 62410231 471234 SH SOLE 350439 0 120795 YUM CHINA HLDGS INC COM COM 98850P109 10815025 251981 SH SOLE 251981 0 0 ZOETIS INC CL A CL A 98978V103 19765784 135086 SH SOLE 135086 0 0 FIRSTSERVICE CORP NEW COM COM 33767E202 64013 336 SH SOLE 336 0 0 ROGERS COMMUNICATIONS INC CL B CL B 775109200 1582832 45982 SH SOLE 45982 0 0 THOMSON REUTERS CORP COM COM 884903808 5299684 34133 SH SOLE 34133 0 0 GARMIN LTD SHS SHS H2906T109 6994125 28406 SH SOLE 28406 0 0 TRANE TECHNOLOGIES PLC SHS SHS G8994E103 6231505 14768 SH SOLE 14768 0 0 PENTAIR PLC SHS SHS G7S00T104 5975613 53951 SH SOLE 53951 0 0 ABBVIE INC COM COM 00287Y109 11390379 49194 SH SOLE 49194 0 0 ADOBE INC COM COM 00724F101 164734 467 SH SOLE 467 0 0 AMERIPRISE FINL INC COM COM 03076C106 11977166 24381 SH SOLE 24381 0 0 ELEVANCE HEALTH INC FORMERLY COM COM 036752103 1628525 5040 SH SOLE 5040 0 0 APPLIED MATLS INC COM COM 038222105 6122750 29905 SH SOLE 29905 0 0 ARISTA NETWORKS INC COM SHS SHS 040413205 8172728 56089 SH SOLE 56089 0 0 AUTOZONE INC COM COM 053332102 7795366 1817 SH SOLE 1817 0 0 BRISTOL-MYERS SQUIBB CO COM COM 110122108 1601050 35500 SH SOLE 35500 0 0 CF INDS HLDGS INC COM COM 125269100 3728739 41569 SH SOLE 41569 0 0 DOVER CORP COM COM 260003108 1705670 10224 SH SOLE 10224 0 0 ELECTRONIC ARTS INC COM COM 285512109 11525743 57143 SH SOLE 57143 0 0 ESSENTIAL UTILS INC COM COM 29670G102 1795021 44988 SH SOLE 44988 0 0 FACTSET RESH SYS INC COM COM 303075105 5913440 20641 SH SOLE 20641 0 0 FOX CORP CL B COM COM 35137L204 132741 2317 SH SOLE 2317 0 0 HUMANA INC COM COM 444859102 263552 1013 SH SOLE 1013 0 0 INTUIT COM COM 461202103 105168 154 SH SOLE 154 0 0 LAM RESEARCH CORP COM COM 512807306 7172220 53564 SH SOLE 53564 0 0 LENNOX INTL INC COM COM 526107107 6495247 12270 SH SOLE 12270 0 0 LULULEMON ATHLETICA INC COM COM 550021109 38789 218 SH SOLE 218 0 0 MCKESSON CORP COM COM 58155Q103 406356 526 SH SOLE 526 0 0 NETAPP INC COM COM 64110D104 8363750 70604 SH SOLE 70604 0 0 NEWMONT CORP COM COM 651639106 211534 2509 SH SOLE 2509 0 0 PACCAR INC COM COM 693718108 5176155 52646 SH SOLE 52646 0 0 REGENERON PHARMACEUTICALS COM COM 75886F107 3552422 6318 SH SOLE 6318 0 0 SNAP ON INC COM COM 833034101 5639429 16274 SH SOLE 16274 0 0 VERTEX PHARMACEUTICALS INC COM COM 92532F100 94385 241 SH SOLE 241 0 0