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
ABBOTT LABS COM 002824100   102,856,810 775,400 SH   SOLE   775,400 0 0
ABBVIE INC COM 00287Y109   219,744,616 1,048,600 SH   SOLE   1,048,600 0 0
ACCENTURE PLC SHS G1151C101   116,142,120 372,000 SH   SOLE   372,000 0 0
ADOBE SYSTEMS COM 00724F101   75,915,180 198,000 SH   SOLE   198,000 0 0
ADVANCED MICRO DEV COM 007903107   180,188,420 1,754,000 SH   SOLE   1,754,000 0 0
ALPHABET INC CL A 02079K305   1,243,923,368 8,049,200 SH   SOLE   8,049,200 0 0
AMAZON.COM INC. COM 023135106   1,076,567,675 5,658,700 SH   SOLE   5,658,700 0 0
AMETEK INC COM 031100100   452,219,276 2,628,265 SH   SOLE   2,628,265 0 0
AMPHENOL CORPORATION CL A 032095101   717,659,544 10,941,600 SH   SOLE   10,941,600 0 0
ANALOG DEVICES COM 032654105   263,409,432 1,306,400 SH   SOLE   1,306,400 0 0
ANSYS INC COM 03662Q105   126,496,000 400,000 SH   SOLE   400,000 0 0
APPLE INC COM 037833100   234,030,160 1,054,000 SH   SOLE   1,054,000 0 0
APPLIED MATERIALS INC COM 038222105   192,918,560 1,328,000 SH   SOLE   1,328,000 0 0
BANK OF AMERICA CORPORATION COM 060505104   259,150,600 6,207,200 SH   SOLE   6,207,200 0 0
BATH & BODY WORKS INC COM 070830104   21,908,068 722,800 SH   SOLE   722,800 0 0
BOOKING HOLDINGS INC COM 09857L108   88,330,176 19,200 SH   SOLE   19,200 0 0
BOSTON SCIENTIFIC CORP COM 101137107   276,669,066 2,743,100 SH   SOLE   2,743,100 0 0
BROADCOM CORPORATION COM 11135F101   259,181,640 1,548,000 SH   SOLE   1,548,000 0 0
BROWN-FORMAN CORP COM 115637209   54,256,000 1,600,000 SH   SOLE   1,600,000 0 0
CATERPILLAR INC. COM 149123101   108,401,854 328,600 SH   SOLE   328,600 0 0
CINTAS CORPORATION COM 172908105   285,782,206 1,390,600 SH   SOLE   1,390,600 0 0
COOPER COS INC/THE COM 216648501   70,828,695 839,700 SH   SOLE   839,700 0 0
COSTCO WHOLESALE CORP COM 22160K105   141,071,584 149,200 SH   SOLE   149,200 0 0
DANAHER CORP COM 235851102   314,065,710 1,533,000 SH   SOLE   1,533,000 0 0
DOLLAR GENERAL COM 256677105   154,985,456 1,762,400 SH   SOLE   1,762,400 0 0
ECOLAB COM 278865100   191,425,914 755,400 SH   SOLE   755,400 0 0
ELI LILLY & CO COM 532457108   447,851,188 542,600 SH   SOLE   542,600 0 0
FIFTH THIRD BANCORP COM 316773100   40,988,821 1,045,900 SH   SOLE   1,045,900 0 0
GRACO INC COM 384109104   146,107,500 1,750,000 SH   SOLE   1,750,000 0 0
IDEX CORP COM 45167R104   144,632,000 800,000 SH   SOLE   800,000 0 0
ILLINOIS TOOL WORKS INC COM 452308109   306,689,166 1,236,600 SH   SOLE   1,236,600 0 0
INSULET CORP COM 45784P101   53,475,082 203,800 SH   SOLE   203,800 0 0
INTEL CORP COM 458140100   45,638,016 2,009,600 SH   SOLE   2,009,600 0 0
J.P. MORGAN CHASE & CO COM 46625H100   278,492,730 1,135,500 SH   SOLE   1,135,500 0 0
KLA CORP COM 482480100   316,078,290 465,300 SH   SOLE   465,300 0 0
LAUDER (ESTEE) CO. CL A 518439104   171,183,733 2,593,300 SH   SOLE   2,593,300 0 0
LINDE PLC SHS G54950103   233,405,280 501,300 SH   SOLE   501,300 0 0
MCCORMICK & CO INC/MD COM 579780206   75,162,780 913,500 SH   SOLE   913,500 0 0
MERCK & CO COM 58933Y105   147,134,910 1,640,300 SH   SOLE   1,640,300 0 0
MICROSOFT CORP COM 594918104   1,676,029,320 4,471,200 SH   SOLE   4,471,200 0 0
MORGAN STANLEY COM 617446448   68,263,650 585,000 SH   SOLE   585,000 0 0
NETFLIX INC COM 64110L106   420,649,248 451,200 SH   SOLE   451,200 0 0
NIKE INC CL B 654106103   318,223,206 5,010,600 SH   SOLE   5,010,600 0 0
NVIDIA CORP COM 67066G104   690,473,736 6,348,600 SH   SOLE   6,348,600 0 0
ORACLE CORP COM 68389X105   116,453,400 833,000 SH   SOLE   833,000 0 0
PNC BANK CORP COM 693475105   126,809,907 721,700 SH   SOLE   721,700 0 0
POLESTAR AUTOMOTIVE HOLDING UK PLC COM 731105201   3,071,250 2,925,000 SH   SOLE   2,925,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   258,328,454 1,000,575 SH   SOLE   1,000,575 0 0
SALESFORCE COM INC COM 79466L302   95,221,650 355,000 SH   SOLE   355,000 0 0
S&P GLOBAL INC COM 78409V104   292,249,500 575,000 SH   SOLE   575,000 0 0
SPOTIFY TECHNOLOGY S.A SHS L8681T102   424,982,204 772,400 SH   SOLE   772,400 0 0
STRYKER CORP COM 863667101   93,724,996 251,800 SH   SOLE   251,800 0 0
SYNOPSYS INC. COM 871607107   122,591,040 286,000 SH   SOLE   286,000 0 0
TEXAS INSTRUMENTS COM 882508104   503,951,370 2,803,000 SH   SOLE   2,803,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   423,376,376 850,700 SH   SOLE   850,700 0 0
TJX COS INC COM 872540109   742,268,867 6,097,165 SH   SOLE   6,097,165 0 0
TRACTOR SUPPLY CO COM 892356106   187,623,490 3,407,000 SH   SOLE   3,407,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   134,736,000 400,000 SH   SOLE   400,000 0 0
ULTA BEAUTY INC COM 90384S303   179,127,480 488,805 SH   SOLE   488,805 0 0
UNITED HEALTHCARE COM 91324P102   113,859,075 217,500 SH   SOLE   217,500 0 0
U.S. BANCORP COM 902973304   130,006,800 3,080,000 SH   SOLE   3,080,000 0 0
VISA INC A CL A 92826C839   596,155,560 1,701,600 SH   SOLE   1,701,600 0 0
WAL-MART STORES, INC. COM 931142103   39,426,887 448,900 SH   SOLE   448,900 0 0
WALT DISNEY CO/THE COM 254687106   361,109,592 3,659,400 SH   SOLE   3,659,400 0 0
ZOETIS INC COM 98978V103   93,887,840 570,400 SH   SOLE   570,400 0 0