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0 0 DAVITA INC COM COM 23918K108 13874153 104419 SH SOLE 1 104419 0 0 DECKERS OUTDOOR CORP COM COM 243537107 2349757 23180 SH SOLE 1 23180 0 0 DEERE & CO COM COM 244199105 6123626 13392 SH SOLE 1 13392 0 0 DELL TECHNOLOGIES INC CL C COM 24703L202 700060 4938 SH SOLE 1 4938 0 0 DELTA AIR LINES INC DEL COM NEW COM 247361702 9135161 160972 SH SOLE 1 160972 0 0 DENISON MINES CORP COM COM 248356107 5650119 1475227 SH SOLE 1 1475227 0 0 DENTSPLY SIRONA INC COM COM 24906P109 632635 49853 SH SOLE 1 49853 0 0 DICKS SPORTING GOODS INC COM COM 253393102 1087322 4893 SH SOLE 1 4893 0 0 DIGITAL RLTY TR INC COM COM 253868103 47637776 275554 SH SOLE 1 275554 0 0 DILLARDS INC CL A COM 254067101 471306 767 SH SOLE 1 767 0 0 DISNEY WALT CO COM COM 254687106 23143885 202130 SH SOLE 1 202130 0 0 DOCUSIGN INC COM COM 256163106 4076617 56549 SH SOLE 1 56549 0 0 DOLLAR GEN CORP NEW COM COM 256677105 8707651 84254 SH SOLE 1 84254 0 0 DOMINION ENERGY INC COM COM 25746U109 11693074 191157 SH SOLE 1 191157 0 0 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COM COM 278642103 4675921 51412 SH SOLE 1 51412 0 0 ECOLAB INC COM COM 278865100 23094888 84331 SH SOLE 1 84331 0 0 EDISON INTL COM COM 281020107 14517578 262619 SH SOLE 1 262619 0 0 EDWARDS LIFESCIENCES CORP COM COM 28176E108 15220600 195713 SH SOLE 1 195713 0 0 ELECTRONIC ARTS INC COM COM 285512109 5423511 26889 SH SOLE 1 26889 0 0 ELEVANCE HEALTH INC FORMERLY COM COM 036752103 3773072 11677 SH SOLE 1 11677 0 0 ELI LILLY & CO COM COM 532457108 98948129 129683 SH SOLE 1 129683 0 0 EMBRAER S.A. SPONSORED ADS COM 29082A107 1338000 22134 SH SOLE 1 22134 0 0 EMCOR GROUP INC COM COM 29084Q100 8006230 12326 SH SOLE 1 12326 0 0 EMERSON ELEC CO COM COM 291011104 7636381 58213 SH SOLE 1 58213 0 0 ENCOMPASS HEALTH CORP COM COM 29261A100 1678823 13217 SH SOLE 1 13217 0 0 ENERGY FUELS INC COM NEW COM 292671708 10260229 480123 SH SOLE 1 480123 0 0 ENTERGY CORP NEW COM COM 29364G103 9721208 104316 SH SOLE 1 104316 0 0 EOG RES INC COM COM 26875P101 32103320 286330 SH SOLE 1 286330 0 0 EQUINIX INC COM COM 29444U700 23642099 30185 SH SOLE 1 30185 0 0 ETSY INC COM COM 29786A106 536498 8081 SH SOLE 1 8081 0 0 EXELIXIS INC COM COM 30161Q104 2727328 66037 SH SOLE 1 66037 0 0 EXELON CORP COM COM 30161N101 18035867 400708 SH SOLE 1 400708 0 0 EXPAND ENERGY CORPORATION COM COM 165167735 571996 5384 SH SOLE 1 5384 0 0 EXPEDIA GROUP INC COM NEW COM 30212P303 16452979 76973 SH SOLE 1 76973 0 0 EXPEDITORS INTL WASH INC COM COM 302130109 522969 4266 SH SOLE 1 4266 0 0 EXTRA SPACE STORAGE INC COM COM 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20073684 180844 SH SOLE 1 180844 0 0 GLOBAL PMTS INC COM COM 37940X102 2340862 28176 SH SOLE 1 28176 0 0 GLOBUS MED INC CL A COM 379577208 327813 5724 SH SOLE 1 5724 0 0 GODADDY INC CL A COM 380237107 5696507 41632 SH SOLE 1 41632 0 0 GOLDMAN SACHS GROUP INC COM COM 38141G104 115590999 145151 SH SOLE 1 145151 0 0 GRACO INC COM COM 384109104 506786 5965 SH SOLE 1 5965 0 0 GRAINGER W W INC COM COM 384802104 7738035 8120 SH SOLE 1 8120 0 0 GRAND CANYON ED INC COM COM 38526M106 1356634 6180 SH SOLE 1 6180 0 0 GUIDEWIRE SOFTWARE INC COM COM 40171V100 1027474 4470 SH SOLE 1 4470 0 0 HALOZYME THERAPEUTICS INC COM COM 40637H109 851771 11614 SH SOLE 1 11614 0 0 HARTFORD INSURANCE GROUP INC COM COM 416515104 17419133 130588 SH SOLE 1 130588 0 0 HASBRO INC COM COM 418056107 965722 12732 SH SOLE 1 12732 0 0 HCA HEALTHCARE INC COM COM 40412C101 32725341 76784 SH SOLE 1 76784 0 0 HDFC BANK LTD SPONSORED ADS COM 40415F101 40916848 1197800 SH SOLE 1 1197800 0 0 HEALTHCARE RLTY TR CL A COM COM 42226K105 2848217 157971 SH SOLE 1 157971 0 0 HEICO CORP NEW COM COM 422806109 1967588 6095 SH SOLE 1 6095 0 0 HILTON WORLDWIDE HLDGS INC COM COM 43300A203 1412910 5446 SH SOLE 1 5446 0 0 HOLOGIC INC COM COM 436440101 495512 7342 SH SOLE 1 7342 0 0 HOME DEPOT INC COM COM 437076102 88209458 217699 SH SOLE 1 217699 0 0 HONEYWELL INTL INC COM COM 438516106 117244711 556982 SH SOLE 1 556982 0 0 HOST HOTELS & RESORTS INC COM COM 44107P104 920203 54066 SH SOLE 1 54066 0 0 HOULIHAN LOKEY INC CL A COM 441593100 3964319 19308 SH SOLE 1 19308 0 0 HOWMET AEROSPACE INC COM COM 443201108 28977284 147670 SH SOLE 1 147670 0 0 HUBBELL INC COM COM 443510607 9820965 22823 SH SOLE 1 22823 0 0 HUBSPOT INC COM COM 443573100 2167317 4633 SH SOLE 1 4633 0 0 HUMANA INC COM COM 444859102 8128491 31243 SH SOLE 1 31243 0 0 HUNTINGTON BANCSHARES INC COM COM 446150104 3262942 188937 SH SOLE 1 188937 0 0 ICICI BANK LIMITED ADR COM 45104G104 29013243 959750 SH SOLE 1 959750 0 0 IDEXX LABS INC COM COM 45168D104 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464287242 1681079 15081 SH SOLE 1 15081 0 0 ISHARES TR MSCI ACWI ETF COM 464288257 14033572 101516 SH SOLE 1 101516 0 0 ISHARES TR MSCI EMG MKT ETF COM 464287234 2765426 51787 SH SOLE 1 51787 0 0 ISHARES TR MSCI EURO FL ETF COM 464289180 1924036 56029 SH SOLE 1 56029 0 0 ISHARES TR MSCI INDIA ETF COM 46429B598 4200930 80694 SH SOLE 1 80694 0 0 ISHARES TR MSCI SAUDI ARBIA COM 46434V423 535413 13194 SH SOLE 1 13194 0 0 ISHARES TR MSCI USA QLT FCT COM 46432F339 5675315 29179 SH SOLE 1 29179 0 0 ISHARES TR PFD AND INCM SEC COM 464288687 6180287 195455 SH SOLE 1 195455 0 0 ISHARES TR RUS 1000 GRW ETF COM 464287614 1897997 4052 SH SOLE 1 4052 0 0 ISHARES TR RUS 1000 VAL ETF COM 464287598 3782906 18581 SH SOLE 1 18581 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD PFD 465562106 5761460 784940 SH SOLE 1 784940 0 0 JABIL INC COM COM 466313103 23570980 108537 SH SOLE 1 108537 0 0 JACOBS SOLUTIONS INC COM COM 46982L108 6586497 43951 SH SOLE 1 43951 0 0 JOHNSON & JOHNSON COM COM 478160104 54868930 295917 SH SOLE 1 295917 0 0 JPMORGAN CHASE & CO. COM COM 46625H100 305011032 966969 SH SOLE 1 966969 0 0 KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 7141109 40825 SH SOLE 1 40825 0 0 KIMBERLY-CLARK CORP COM COM 494368103 42927515 345243 SH SOLE 1 345243 0 0 KIMCO RLTY CORP COM COM 49446R109 20886109 955886 SH SOLE 1 955886 0 0 KKR & CO INC COM COM 48251W104 15219224 117116 SH SOLE 1 117116 0 0 KLA CORP COM NEW COM 482480100 39831619 36929 SH SOLE 1 36929 0 0 KROGER CO COM COM 501044101 8933645 132527 SH SOLE 1 132527 0 0 KYNDRYL HLDGS INC COMMON STOCK COM 50155Q100 339609 11309 SH SOLE 1 11309 0 0 LAM RESEARCH CORP COM NEW COM 512807306 80588652 601857 SH SOLE 1 601857 0 0 LAMAR ADVERTISING CO NEW CL A COM 512816109 426022 3480 SH SOLE 1 3480 0 0 LAS VEGAS SANDS CORP COM COM 517834107 4850029 90166 SH SOLE 1 90166 0 0 LEIDOS HOLDINGS INC COM COM 525327102 2898646 15340 SH SOLE 1 15340 0 0 LENNOX INTL INC COM COM 526107107 13994161 26436 SH SOLE 1 26436 0 0 LINCOLN ELEC HLDGS INC COM COM 533900106 588396 2495 SH SOLE 1 2495 0 0 LOCKHEED MARTIN CORP COM COM 539830109 2996258 6002 SH SOLE 1 6002 0 0 LOWES COS INC COM COM 548661107 95904420 381618 SH SOLE 1 381618 0 0 LULULEMON ATHLETICA INC COM COM 550021109 1176117 6610 SH SOLE 1 6610 0 0 LXP INDUSTRIAL TRUST COM COM 529043101 663013 73997 SH SOLE 1 73997 0 0 M & T BK CORP COM COM 55261F104 689101 3487 SH SOLE 1 3487 0 0 MAIN STR CAP CORP COM COM 56035L104 744766 11712 SH SOLE 1 11712 0 0 MANHATTAN ASSOCIATES INC COM COM 562750109 1468067 7162 SH SOLE 1 7162 0 0 MARRIOTT INTL INC NEW CL A COM 571903202 1381634 5305 SH SOLE 1 5305 0 0 MARSH & MCLENNAN COS INC COM COM 571748102 2354878 11685 SH SOLE 1 11685 0 0 MARTIN MARIETTA MATLS INC COM COM 573284106 6594620 10463 SH SOLE 1 10463 0 0 MARVELL TECHNOLOGY INC COM COM 573874104 4800061 57096 SH SOLE 1 57096 0 0 MASCO CORP COM COM 574599106 1653883 23496 SH SOLE 1 23496 0 0 MASTEC INC COM COM 576323109 8970154 42151 SH SOLE 1 42151 0 0 MASTERCARD INCORPORATED CL A COM 57636Q104 129851360 228286 SH SOLE 1 228286 0 0 MATCH GROUP INC NEW COM COM 57667L107 1837099 52013 SH SOLE 1 52013 0 0 MCDONALDS CORP COM COM 580135101 7020771 23103 SH SOLE 1 23103 0 0 MCKESSON CORP COM COM 58155Q103 37275828 48251 SH SOLE 1 48251 0 0 MEDPACE HLDGS INC COM COM 58506Q109 1422167 2766 SH SOLE 1 2766 0 0 MERCADOLIBRE INC COM COM 58733R102 4636489 1984 SH SOLE 1 1984 0 0 MERCK & CO INC COM COM 58933Y105 36301991 432527 SH SOLE 1 432527 0 0 META PLATFORMS INC CL A COM 30303M102 413387643 562907 SH SOLE 1 562907 0 0 METTLER TOLEDO INTERNATIONAL COM COM 592688105 627309 511 SH SOLE 1 511 0 0 MICROCHIP TECHNOLOGY INC. COM COM 595017104 1061685 16532 SH SOLE 1 16532 0 0 MICRON TECHNOLOGY INC COM COM 595112103 10665646 63744 SH SOLE 1 63744 0 0 MICROSOFT CORP COM COM 594918104 979103157 1890343 SH SOLE 1 1890343 0 0 MID-AMER APT CMNTYS INC COM COM 59522J103 403959 2891 SH SOLE 1 2891 0 0 MOLINA HEALTHCARE INC COM COM 60855R100 1459120 7625 SH SOLE 1 7625 0 0 MONGODB INC CL A COM 60937P106 866581 2792 SH SOLE 1 2792 0 0 MONOLITHIC PWR SYS INC COM COM 609839105 1917693 2083 SH SOLE 1 2083 0 0 MONSTER BEVERAGE CORP NEW COM COM 61174X109 12060067 179172 SH SOLE 1 179172 0 0 MOODYS CORP COM COM 615369105 35612592 74741 SH SOLE 1 74741 0 0 MORGAN STANLEY COM NEW COM 617446448 56379297 354676 SH SOLE 1 354676 0 0 MORNINGSTAR INC COM COM 617700109 2437265 10505 SH SOLE 1 10505 0 0 MOTOROLA SOLUTIONS INC COM NEW COM 620076307 86149778 188392 SH SOLE 1 188392 0 0 MSCI INC COM COM 55354G100 6536563 11520 SH SOLE 1 11520 0 0 NANO NUCLEAR ENERGY INC COM COM 63010H108 3183822 82568 SH SOLE 1 82568 0 0 NASDAQ INC COM COM 631103108 17504697 197905 SH SOLE 1 197905 0 0 NATIONAL FUEL GAS CO COM COM 636180101 2346937 25408 SH SOLE 1 25408 0 0 NETAPP INC COM COM 64110D104 3724856 31444 SH SOLE 1 31444 0 0 NETFLIX INC COM COM 64110L106 79892432 66637 SH SOLE 1 66637 0 0 NEW YORK TIMES CO CL A COM 650111107 944517 16455 SH SOLE 1 16455 0 0 NEWMONT CORP COM COM 651639106 10334045 122572 SH SOLE 1 122572 0 0 NEWS CORP NEW CL B COM 65249B208 725412 20996 SH SOLE 1 20996 0 0 NEXGEN ENERGY LTD COM COM 65340P106 4875448 391288 SH SOLE 1 391288 0 0 NEXTERA ENERGY INC COM COM 65339F101 1102833 14609 SH SOLE 1 14609 0 0 NIKE INC CL B COM 654106103 2289445 32833 SH SOLE 1 32833 0 0 NORFOLK SOUTHN CORP COM COM 655844108 7655949 25485 SH SOLE 1 25485 0 0 NORTHERN TR CORP COM COM 665859104 750260 5574 SH SOLE 1 5574 0 0 NRG ENERGY INC COM NEW COM 629377508 15542665 95972 SH SOLE 1 95972 0 0 NUCOR CORP COM COM 670346105 5910436 43642 SH SOLE 1 43642 0 0 NUSCALE PWR CORP CL A COM COM 67079K100 2673216 74256 SH SOLE 1 74256 0 0 NUTANIX INC CL A COM 67059N108 2054652 27620 SH SOLE 1 27620 0 0 NVIDIA CORPORATION COM COM 67066G104 1202531609 6445126 SH SOLE 1 6445126 0 0 NVR INC COM COM 62944T105 6451832 803 SH SOLE 1 803 0 0 OGE ENERGY CORP COM COM 670837103 7760589 167724 SH SOLE 1 167724 0 0 OKLO INC COM CL A COM 02156V109 5783215 51807 SH SOLE 1 51807 0 0 OKTA INC CL A COM 679295105 11591614 126408 SH SOLE 1 126408 0 0 OLD DOMINION FREIGHT LINE IN COM COM 679580100 5632045 40006 SH SOLE 1 40006 0 0 OMNICOM GROUP INC COM COM 681919106 10867867 133299 SH SOLE 1 133299 0 0 ON SEMICONDUCTOR CORP COM COM 682189105 4750230 96334 SH SOLE 1 96334 0 0 ORACLE CORP COM COM 68389X105 41697486 148263 SH SOLE 1 148263 0 0 OREILLY AUTOMOTIVE INC COM COM 67103H107 1766898 16389 SH SOLE 1 16389 0 0 OTIS WORLDWIDE CORP COM COM 68902V107 14928782 163281 SH SOLE 1 163281 0 0 PACCAR INC COM COM 693718108 44368571 451267 SH SOLE 1 451267 0 0 PALANTIR TECHNOLOGIES INC CL A COM 69608A108 71899201 394141 SH SOLE 1 394141 0 0 PALO ALTO NETWORKS INC COM COM 697435105 103873078 510132 SH SOLE 1 510132 0 0 PARKER-HANNIFIN CORP COM COM 701094104 8560272 11291 SH SOLE 1 11291 0 0 PAYCHEX INC COM COM 704326107 7615994 60082 SH SOLE 1 60082 0 0 PAYCOM SOFTWARE INC COM COM 70432V102 2729548 13114 SH SOLE 1 13114 0 0 PAYPAL HLDGS INC COM COM 70450Y103 19104455 284886 SH SOLE 1 284886 0 0 PDD HOLDINGS INC SPONSORED ADS COM 722304102 1167061 8830 SH SOLE 2 8830 0 0 PEGASYSTEMS INC COM COM 705573103 1285240 22352 SH SOLE 1 22352 0 0 PENUMBRA INC COM COM 70975L107 527159 2081 SH SOLE 1 2081 0 0 PEPSICO INC COM COM 713448108 48485927 345243 SH SOLE 1 345243 0 0 PERMIAN RESOURCES CORP CLASS A COM COM 71424F105 522726 40838 SH SOLE 1 40838 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG COM 71654V101 3014076 254998 SH SOLE 1 254998 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR COM 71654V408 2558713 202110 SH SOLE 1 202110 0 0 PFIZER INC COM COM 717081103 6886225 270260 SH SOLE 1 270260 0 0 PG&E CORP COM COM 69331C108 17304587 1147519 SH SOLE 1 1147519 0 0 PHILIP MORRIS INTL INC COM COM 718172109 2079891 12823 SH SOLE 1 12823 0 0 PINTEREST INC CL A COM 72352L106 2011494 62527 SH SOLE 1 62527 0 0 PLYMOUTH INDL REIT INC COM COM 729640102 517096 23157 SH SOLE 1 23157 0 0 PNC FINL SVCS GROUP INC COM COM 693475105 7358057 36620 SH SOLE 1 36620 0 0 POOL CORP COM COM 73278L105 503244 1623 SH SOLE 1 1623 0 0 POST HLDGS INC COM COM 737446104 840816 7823 SH SOLE 1 7823 0 0 PPG INDS INC COM COM 693506107 2065727 19653 SH SOLE 1 19653 0 0 PRIMERICA INC COM COM 74164M108 647895 2334 SH SOLE 1 2334 0 0 PROCTER AND GAMBLE CO COM COM 742718109 76386944 497149 SH SOLE 1 497149 0 0 PROGRESSIVE CORP COM COM 743315103 29013415 117487 SH SOLE 1 117487 0 0 PROLOGIS INC. COM COM 74340W103 58487540 510719 SH SOLE 1 510719 0 0 PRUDENTIAL FINL INC COM COM 744320102 2503350 24131 SH SOLE 1 24131 0 0 PTC INC COM COM 69370C100 1594722 7855 SH SOLE 1 7855 0 0 PUBLIC STORAGE OPER CO COM COM 74460D109 1411610 4887 SH SOLE 1 4887 0 0 PUBLIC SVC ENTERPRISE GRP IN COM COM 744573106 2993126 35863 SH SOLE 1 35863 0 0 PULTE GROUP INC COM COM 745867101 4800547 36332 SH SOLE 1 36332 0 0 PURE STORAGE INC CL A COM 74624M102 1952354 23295 SH SOLE 1 23295 0 0 QUALCOMM INC COM COM 747525103 63062751 379074 SH SOLE 1 379074 0 0 QUANTA SVCS INC COM COM 74762E102 14653477 35359 SH SOLE 1 35359 0 0 RALPH LAUREN CORP CL A COM 751212101 17638064 56251 SH SOLE 1 56251 0 0 REGENCY CTRS CORP COM COM 758849103 7391258 101389 SH SOLE 1 101389 0 0 REGENERON PHARMACEUTICALS COM COM 75886F107 6123120 10890 SH SOLE 1 10890 0 0 REGIONS FINANCIAL CORP NEW COM COM 7591EP100 22438787 850921 SH SOLE 1 850921 0 0 RELIANCE INC COM COM 759509102 2928214 10427 SH SOLE 1 10427 0 0 RELX PLC SPONSORED ADR COM 759530108 5040065 105529 SH SOLE 1 105529 0 0 REPUBLIC SVCS INC COM COM 760759100 1328230 5788 SH SOLE 1 5788 0 0 RESMED INC COM COM 761152107 38067357 139069 SH SOLE 1 139069 0 0 REXFORD INDL RLTY INC COM COM 76169C100 3430917 83457 SH SOLE 1 83457 0 0 RINGCENTRAL INC CL A COM 76680R206 519926 18346 SH SOLE 1 18346 0 0 ROBINHOOD MKTS INC COM CL A COM 770700102 864807 6040 SH SOLE 1 6040 0 0 ROCKWELL AUTOMATION INC COM COM 773903109 52853130 151212 SH SOLE 1 151212 0 0 ROLLINS INC COM COM 775711104 596622 10157 SH SOLE 1 10157 0 0 ROPER TECHNOLOGIES INC COM COM 776696106 53301483 106883 SH SOLE 1 106883 0 0 ROSS STORES INC COM COM 778296103 1628135 10684 SH SOLE 1 10684 0 0 ROYAL BK CDA COM COM 780087102 1679728 8189 SH SOLE 1 8189 0 0 RTX CORPORATION COM COM 75513E101 12878219 76963 SH SOLE 1 76963 0 0 RUBRIK INC. CL A COM 781154109 1033389 12564 SH SOLE 1 12564 0 0 RYDER SYS INC COM COM 783549108 674388 3575 SH SOLE 1 3575 0 0 S&P GLOBAL INC COM COM 78409V104 25111316 51594 SH SOLE 1 51594 0 0 SAILPOINT INC COM COM 78781J109 7833322 354770 SH SOLE 1 354770 0 0 SALESFORCE INC COM COM 79466L302 53152701 224273 SH SOLE 1 224273 0 0 SAMSARA INC COM CL A COM 79589L106 523512 14054 SH SOLE 1 14054 0 0 SANDISK CORP COM COM 80004C200 1186515 10575 SH SOLE 1 10575 0 0 SBA COMMUNICATIONS CORP NEW CL A COM 78410G104 7307083 37792 SH SOLE 1 37792 0 0 SCHWAB CHARLES CORP COM COM 808513105 70173028 735027 SH SOLE 1 735027 0 0 SEA LTD SPONSORD ADS COM 81141R100 920102 5148 SH SOLE 2 5148 0 0 SEI INVTS CO COM COM 784117103 4095540 48268 SH SOLE 1 48268 0 0 SEMPRA COM COM 816851109 7559490 84013 SH SOLE 1 84013 0 0 SENTINELONE INC CL A COM 81730H109 4229605 240182 SH SOLE 1 240182 0 0 SERVICENOW INC COM COM 81762P102 62903899 68353 SH SOLE 1 68353 0 0 SHOPIFY INC CL A SUB VTG SHS COM 82509L107 11360420 74877 SH SOLE 1 74877 0 0 SIMON PPTY GROUP INC NEW COM COM 828806109 2045415 10899 SH SOLE 1 10899 0 0 SKYWORKS SOLUTIONS INC COM COM 83088M102 1185184 15396 SH SOLE 1 15396 0 0 SMITH A O CORP COM COM 831865209 1940226 26430 SH SOLE 1 26430 0 0 SNAP ON INC COM COM 833034101 24667738 71185 SH SOLE 1 71185 0 0 SNOWFLAKE INC COM SHS COM 833445109 4369129 19371 SH SOLE 1 19371 0 0 SOUTHERN COPPER CORP COM COM 84265V105 1176342 9693 SH SOLE 1 9693 0 0 SPDR GOLD TR GOLD SHS COM 78463V107 32881330 92501 SH SOLE 1 92501 0 0 SPDR S&P 500 ETF TR TR UNIT COM 78462F103 15680545 23538 SH SOLE 1 23538 0 0 SPROUTS FMRS MKT INC COM COM 85208M102 1123578 10327 SH SOLE 1 10327 0 0 SPX TECHNOLOGIES INC COM COM 78473E103 5401304 28918 SH SOLE 1 28918 0 0 STAG INDL INC COM COM 85254J102 6067022 171919 SH SOLE 1 171919 0 0 STARBUCKS CORP COM COM 855244109 2182088 25793 SH SOLE 1 25793 0 0 STATE STR CORP COM COM 857477103 102130100 880356 SH SOLE 1 880356 0 0 STEEL DYNAMICS INC COM COM 858119100 6307395 45237 SH SOLE 1 45237 0 0 STRATEGY INC CL A NEW COM 594972408 428217 1329 SH SOLE 1 1329 0 0 STRYKER CORPORATION COM COM 863667101 1013635 2742 SH SOLE 1 2742 0 0 SYNCHRONY FINANCIAL COM COM 87165B103 7723917 108711 SH SOLE 1 108711 0 0 SYNOPSYS INC COM COM 871607107 79475755 161081 SH SOLE 1 161081 0 0 SYSCO CORP COM COM 871829107 1973031 23962 SH SOLE 1 23962 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS COM 874039100 13770114 49304 SH SOLE 1 49304 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM COM 874054109 501735 1942 SH SOLE 1 1942 0 0 TALEN ENERGY CORP COM COM 87422Q109 986031 2318 SH SOLE 1 2318 0 0 TAPESTRY INC COM COM 876030107 8061830 71205 SH SOLE 1 71205 0 0 TELEDYNE TECHNOLOGIES INC COM COM 879360105 481725 822 SH SOLE 1 822 0 0 TELEFONICA BRASIL SA SPONSORED ADS COM 87936R205 869843 68223 SH SOLE 1 68223 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS COM 88034P109 13619193 583513 SH SOLE 2 583513 0 0 TENET HEALTHCARE CORP COM NEW COM 88033G407 6578496 32400 SH SOLE 1 32400 0 0 TERADATA CORP DEL COM COM 88076W103 427081 19855 SH SOLE 1 19855 0 0 TERRENO RLTY CORP COM COM 88146M101 1030750 18163 SH SOLE 1 18163 0 0 TESLA INC COM COM 88160R101 184395143 414632 SH SOLE 1 414632 0 0 TEXAS INSTRS INC COM COM 882508104 5052942 27502 SH SOLE 1 27502 0 0 THE CIGNA GROUP COM COM 125523100 5030251 17451 SH SOLE 1 17451 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 66775614 137676 SH SOLE 1 137676 0 0 TIM S A SPONSORED ADR COM 88706T108 2030428 90969 SH SOLE 1 90969 0 0 TJX COS INC NEW COM COM 872540109 26333598 182189 SH SOLE 1 182189 0 0 TKO GROUP HOLDINGS INC CL A COM 87256C101 2143603 10614 SH SOLE 1 10614 0 0 T-MOBILE US INC COM COM 872590104 30607127 127860 SH SOLE 1 127860 0 0 TOAST INC CL A COM 888787108 2460263 67386 SH SOLE 1 67386 0 0 TPG INC COM CL A COM 872657101 2836938 49381 SH SOLE 1 49381 0 0 TRADEWEB MKTS INC CL A COM 892672106 2579175 23240 SH SOLE 1 23240 0 0 TRAVELERS COMPANIES INC COM COM 89417E109 21861530 78295 SH SOLE 1 78295 0 0 TRIMBLE INC COM COM 896239100 8939532 109486 SH SOLE 1 109486 0 0 TRUIST FINL CORP COM COM 89832Q109 24031758 525629 SH SOLE 1 525629 0 0 TWILIO INC CL A COM 90138F102 1326193 13250 SH SOLE 1 13250 0 0 TWO HBRS INVT CORP COM COM 90187B804 2572191 260607 SH SOLE 1 260607 0 0 TYLER TECHNOLOGIES INC COM COM 902252105 3978109 7604 SH SOLE 1 7604 0 0 TYSON FOODS INC CL A COM 902494103 958612 17654 SH SOLE 1 17654 0 0 UBER TECHNOLOGIES INC COM COM 90353T100 19620648 200272 SH SOLE 1 200272 0 0 UBIQUITI INC COM COM 90353W103 2279001 3450 SH SOLE 1 3450 0 0 UGI CORP NEW COM COM 902681105 10788480 324368 SH SOLE 1 324368 0 0 UNION PAC CORP COM COM 907818108 213523894 903346 SH SOLE 1 903346 0 0 UNITED AIRLS HLDGS INC COM COM 910047109 16507387 171061 SH SOLE 1 171061 0 0 UNITED PARCEL SERVICE INC CL B COM 911312106 4488150 53731 SH SOLE 1 53731 0 0 UNITED RENTALS INC COM COM 911363109 7502673 7859 SH SOLE 1 7859 0 0 UNITED THERAPEUTICS CORP DEL COM COM 91307C102 4742942 11314 SH SOLE 1 11314 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 49226659 142562 SH SOLE 1 142562 0 0 UNIVERSAL HLTH SVCS INC CL B COM 913903100 5285592 25854 SH SOLE 1 25854 0 0 UNUM GROUP COM COM 91529Y106 840413 10805 SH SOLE 1 10805 0 0 URANIUM ENERGY CORP COM COM 916896103 5453139 408781 SH SOLE 1 408781 0 0 US BANCORP DEL COM NEW COM 902973304 26347776 545164 SH SOLE 1 545164 0 0 VALE S A SPONSORED ADS COM 91912E105 2585744 238098 SH SOLE 1 238098 0 0 VALMONT INDS INC COM COM 920253101 1144579 2952 SH SOLE 1 2952 0 0 VANECK ETF TRUST CLO ETF COM 92189H748 7333907 138115 SH SOLE 1 138115 0 0 VEEVA SYS INC CL A COM COM 922475108 5660886 19002 SH SOLE 1 19002 0 0 VENTAS INC COM COM 92276F100 10719528 153158 SH SOLE 1 153158 0 0 VERALTO CORP COM SHS COM 92338C103 7747455 72671 SH SOLE 1 72671 0 0 VERISIGN INC COM COM 92343E102 644968 2307 SH SOLE 1 2307 0 0 VERISK ANALYTICS INC COM COM 92345Y106 2204988 8767 SH SOLE 1 8767 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 34730521 790228 SH SOLE 1 790228 0 0 VERTIV HOLDINGS CO COM CL A COM 92537N108 6758830 44802 SH SOLE 1 44802 0 0 VICI PPTYS INC COM COM 925652109 39625389 1215130 SH SOLE 1 1215130 0 0 VISA INC COM CL A COM 92826C839 97569476 285809 SH SOLE 1 285809 0 0 VISTRA CORP COM COM 92840M102 5695786 29072 SH SOLE 1 29072 0 0 VNET GROUP INC SPONSORED ADS A COM 90138A103 6028361 583578 SH SOLE 2 583578 0 0 VONTIER CORPORATION COM COM 928881101 285102 6793 SH SOLE 1 6793 0 0 VORNADO RLTY TR SH BEN INT COM 929042109 2895585 71443 SH SOLE 1 71443 0 0 VULCAN MATLS CO COM COM 929160109 6756566 21964 SH SOLE 1 21964 0 0 WABTEC COM COM 929740108 51074143 254772 SH SOLE 1 254772 0 0 WALMART INC COM COM 931142103 78949216 766051 SH SOLE 1 766051 0 0 WARNER BROS DISCOVERY INC COM SER A COM 934423104 447120 22894 SH SOLE 1 22894 0 0 WASTE MGMT INC DEL COM COM 94106L109 9430324 42704 SH SOLE 1 42704 0 0 WATERS CORP COM COM 941848103 14173218 47274 SH SOLE 1 47274 0 0 WATSCO INC COM COM 942622200 390958 967 SH SOLE 1 967 0 0 WEC ENERGY GROUP INC COM COM 92939U106 1535850 13403 SH SOLE 1 13403 0 0 WELLS FARGO CO NEW COM COM 949746101 56136936 669732 SH SOLE 1 669732 0 0 WELLTOWER INC COM COM 95040Q104 2067671 11607 SH SOLE 1 11607 0 0 WESCO INTL INC COM COM 95082P105 4198064 19849 SH SOLE 1 19849 0 0 WESTERN DIGITAL CORP COM COM 958102105 14385949 119823 SH SOLE 1 119823 0 0 WEYERHAEUSER CO MTN BE COM NEW COM 962166104 486454 19623 SH SOLE 1 19623 0 0 WILLIAMS SONOMA INC COM COM 969904101 2519546 12891 SH SOLE 1 12891 0 0 WISDOMTREE TR CLOUD COMPUTNG COM 97717Y691 273330 7772 SH SOLE 1 7772 0 0 WORKDAY INC CL A COM 98138H101 3495640 14521 SH SOLE 1 14521 0 0 XYLEM INC COM COM 98419M100 1094303 7419 SH SOLE 1 7419 0 0 YETI HLDGS INC COM COM 98585X104 468103 14108 SH SOLE 1 14108 0 0 YUM BRANDS INC COM COM 988498101 14920624 98162 SH SOLE 1 98162 0 0 YUM CHINA HLDGS INC COM COM 98850P109 60169450 176450 SH SOLE 2 176450 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A COM 989207105 4089516 13762 SH SOLE 1 13762 0 0 ZILLOW GROUP INC CL A COM 98954M101 579590 7786 SH SOLE 1 7786 0 0 ZOETIS INC CL A COM 98978V103 22815678 155930 SH SOLE 1 155930 0 0 ZOOM COMMUNICATIONS INC CL A COM 98980L101 6070350 73580 SH SOLE 1 73580 0 0 ZSCALER INC COM COM 98980G102 33250573 110961 SH SOLE 1 110961 0 0