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        <nameOfIssuer>ADVANCED DRAIN SYS INC DEL</nameOfIssuer>
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        <nameOfIssuer>ADVANCED ENERGY INDS</nameOfIssuer>
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        <nameOfIssuer>AFFILIATED MANAGERS GROUP</nameOfIssuer>
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        <nameOfIssuer>AGREE RLTY CORP</nameOfIssuer>
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        <nameOfIssuer>AIR PRODUCTS AND CHEMICALS I</nameOfIssuer>
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        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>BROADRIDGE FINL SOLUTIONS IN</nameOfIssuer>
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        <nameOfIssuer>BROWN FORMAN CORP</nameOfIssuer>
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        <nameOfIssuer>C H ROBINSON WORLDWIDE IN</nameOfIssuer>
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        <nameOfIssuer>CAMDEN PPTY TR</nameOfIssuer>
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        <nameOfIssuer>CARETRUST REIT INC</nameOfIssuer>
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        <nameOfIssuer>CARRIER GLOBAL CORPORATION</nameOfIssuer>
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        <nameOfIssuer>GALLAGHER ARTHUR J &amp; CO</nameOfIssuer>
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        <nameOfIssuer>GLACIER BANCORP INC NEW</nameOfIssuer>
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        <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
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        <nameOfIssuer>LULUS FASHION LOUNGE HOLDING</nameOfIssuer>
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        <nameOfIssuer>LYONDELLBASELL INDUSTRIES NV</nameOfIssuer>
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        <nameOfIssuer>MACOM TECH SOLUTIONS HLDGS I</nameOfIssuer>
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        <nameOfIssuer>NATIONAL STORAGE AFFILIATES</nameOfIssuer>
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        <nameOfIssuer>OMEGA HEALTHCARE INVS INC</nameOfIssuer>
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        <titleOfClass>COM</titleOfClass>
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        <cusip>682189105</cusip>
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        <cusip>68404L201</cusip>
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            <Sole>178785</Sole>
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        <cusip>695156109</cusip>
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        <nameOfIssuer>PARK HOTELS &amp; RESORTS INC</nameOfIssuer>
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        <nameOfIssuer>PARSONS CORP DEL</nameOfIssuer>
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        <nameOfIssuer>PAYLOCITY HLDG CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <titleOfClass>COM</titleOfClass>
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        <titleOfClass>COM</titleOfClass>
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        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>PHILLIPS 66</nameOfIssuer>
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        <cusip>718546104</cusip>
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        <cusip>72147K108</cusip>
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        <titleOfClass>COM</titleOfClass>
        <cusip>72348N109</cusip>
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        <nameOfIssuer>PINNACLE WEST CAP CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>RB GLOBAL INC</nameOfIssuer>
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        <nameOfIssuer>REALTY INCOME CORP</nameOfIssuer>
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        <cusip>756109104</cusip>
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        <nameOfIssuer>REGENCY CTRS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
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        <nameOfIssuer>REGIONS FINANCIAL CORP NEW</nameOfIssuer>
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        <nameOfIssuer>THE CIGNA GROUP</nameOfIssuer>
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        <cusip>89055F103</cusip>
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        <nameOfIssuer>TRACTOR SUPPLY CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>892356106</cusip>
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        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>400604</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD BD INDEX FDS</nameOfIssuer>
        <titleOfClass>TOTAL BND MRKT</titleOfClass>
        <cusip>921937835</cusip>
        <value>236774397</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3215296</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3215296</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer>
        <titleOfClass>TOTAL STK MKT</titleOfClass>
        <cusip>922908769</cusip>
        <value>535753</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1670</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1670</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer>
        <titleOfClass>SM CP VAL ETF</titleOfClass>
        <cusip>922908611</cusip>
        <value>83093780</value>
        <shrsOrPrnAmt>
            <sshPrnamt>382480</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>382480</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer>
        <titleOfClass>S&amp;P 500 ETF SHS</titleOfClass>
        <cusip>922908363</cusip>
        <value>189647431</value>
        <shrsOrPrnAmt>
            <sshPrnamt>317375</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>317375</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD SCOTTSDALE FDS</nameOfIssuer>
        <titleOfClass>SHORT TERM TREAS</titleOfClass>
        <cusip>92206C102</cusip>
        <value>19684368</value>
        <shrsOrPrnAmt>
            <sshPrnamt>336255</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>336255</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD SCOTTSDALE FDS</nameOfIssuer>
        <titleOfClass>VNG RUS2000IDX</titleOfClass>
        <cusip>92206C664</cusip>
        <value>702993</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7018</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7018</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD SCOTTSDALE FDS</nameOfIssuer>
        <titleOfClass>INTER TERM TREAS</titleOfClass>
        <cusip>92206C706</cusip>
        <value>75960194</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1275570</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1275570</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD SCOTTSDALE FDS</nameOfIssuer>
        <titleOfClass>INT-TERM CORP</titleOfClass>
        <cusip>92206C870</cusip>
        <value>2467605</value>
        <shrsOrPrnAmt>
            <sshPrnamt>29820</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>29820</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD SCOTTSDALE FDS</nameOfIssuer>
        <titleOfClass>SHRT TRM CORP BD</titleOfClass>
        <cusip>92206C409</cusip>
        <value>55938857</value>
        <shrsOrPrnAmt>
            <sshPrnamt>705675</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>705675</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD TAX-MANAGED FDS</nameOfIssuer>
        <titleOfClass>VAN FTSE DEV MKT</titleOfClass>
        <cusip>921943858</cusip>
        <value>1625646</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25369</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25369</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VENTAS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92276F100</cusip>
        <value>69761366</value>
        <shrsOrPrnAmt>
            <sshPrnamt>853037</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>853037</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERALTO CORP</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>92338C103</cusip>
        <value>4662210</value>
        <shrsOrPrnAmt>
            <sshPrnamt>52728</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>52728</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERISIGN INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92343E102</cusip>
        <value>4352509</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17525</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17525</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERISK ANALYTICS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92345Y106</cusip>
        <value>5616031</value>
        <shrsOrPrnAmt>
            <sshPrnamt>29597</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>29597</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92343V104</cusip>
        <value>106009850</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2111750</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2111750</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERTEX PHARMACEUTICALS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92532F100</cusip>
        <value>24085475</value>
        <shrsOrPrnAmt>
            <sshPrnamt>53938</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>53938</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERTIV HOLDINGS CO</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>92537N108</cusip>
        <value>20356618</value>
        <shrsOrPrnAmt>
            <sshPrnamt>81238</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>81238</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VIATRIS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92556V106</cusip>
        <value>3304411</value>
        <shrsOrPrnAmt>
            <sshPrnamt>244590</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>244590</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VICI PPTYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>925652109</cusip>
        <value>22484824</value>
        <shrsOrPrnAmt>
            <sshPrnamt>823017</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>823017</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VICOR CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>925815102</cusip>
        <value>3880583</value>
        <shrsOrPrnAmt>
            <sshPrnamt>24103</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>24103</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VIPER ENERGY INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>64361Q101</cusip>
        <value>22893904</value>
        <shrsOrPrnAmt>
            <sshPrnamt>487208</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>487208</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VISA INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>92826C839</cusip>
        <value>222443502</value>
        <shrsOrPrnAmt>
            <sshPrnamt>735983</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>735983</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VISTEON CORP</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>92839U206</cusip>
        <value>3047812</value>
        <shrsOrPrnAmt>
            <sshPrnamt>33452</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>33452</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VISTRA CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92840M102</cusip>
        <value>10167570</value>
        <shrsOrPrnAmt>
            <sshPrnamt>67635</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>67635</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VONTIER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>928881101</cusip>
        <value>24712091</value>
        <shrsOrPrnAmt>
            <sshPrnamt>696704</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>696704</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VORNADO RLTY TR</nameOfIssuer>
        <titleOfClass>SH BEN INT</titleOfClass>
        <cusip>929042109</cusip>
        <value>5103059</value>
        <shrsOrPrnAmt>
            <sshPrnamt>196347</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>196347</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VOYA FINANCIAL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>929089100</cusip>
        <value>16392632</value>
        <shrsOrPrnAmt>
            <sshPrnamt>239939</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>239939</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VULCAN MATLS CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>929160109</cusip>
        <value>7640466</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28059</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>28059</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WABTEC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>929740108</cusip>
        <value>9049491</value>
        <shrsOrPrnAmt>
            <sshPrnamt>36211</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>36211</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WALMART INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>931142103</cusip>
        <value>203595869</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1638203</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1638203</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WARNER BROS DISCOVERY INC</nameOfIssuer>
        <titleOfClass>COM SER A</titleOfClass>
        <cusip>934423104</cusip>
        <value>14452390</value>
        <shrsOrPrnAmt>
            <sshPrnamt>526307</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>526307</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WARNER MUSIC GROUP CORP</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>934550203</cusip>
        <value>12638341</value>
        <shrsOrPrnAmt>
            <sshPrnamt>494845</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>494845</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WASTE MGMT INC DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>94106L109</cusip>
        <value>53412847</value>
        <shrsOrPrnAmt>
            <sshPrnamt>232442</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>232442</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WATERS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>941848103</cusip>
        <value>6202281</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20827</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>20827</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WATSCO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>942622200</cusip>
        <value>19994626</value>
        <shrsOrPrnAmt>
            <sshPrnamt>54962</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>54962</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WATTS WATER TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>942749102</cusip>
        <value>14725251</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50726</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>50726</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WEATHERFORD INTL PLC</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>G48833118</cusip>
        <value>8315757</value>
        <shrsOrPrnAmt>
            <sshPrnamt>87923</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>87923</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WEBSTER FINL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>947890109</cusip>
        <value>32143820</value>
        <shrsOrPrnAmt>
            <sshPrnamt>463034</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>463034</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WEC ENERGY GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92939U106</cusip>
        <value>48725046</value>
        <shrsOrPrnAmt>
            <sshPrnamt>420878</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>420878</Sole>
            <Shared>0</Shared>
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