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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X GENOMICS INC CL A COM 88025U109 15,490 543,900 SH   SOLE   543,900 0 0
ABBOTT LABS COM 002824100 69,975 723,185 SH   SOLE   723,185 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 69,799 271,273 SH   SOLE   271,273 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 41,624 266,240 SH   SOLE   266,240 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 73,582 605,362 SH   SOLE   605,362 0 0
AIRBNB INC COM CL A 009066101 48,506 461,787 SH   SOLE   461,787 0 0
ALCOA CORP COM 013872106 20,210 600,419 SH   SOLE   600,419 0 0
ALPHABET INC CAP STK CL A 02079K305 46,092 481,880 SH   SOLE   481,880 0 0
ALTERYX INC COM CL A 02156B103 22,541 403,675 SH   SOLE   403,675 0 0
AMAZON COM INC COM 023135106 47,006 415,980 SH   SOLE   415,980 0 0
AMDOCS LTD SHS G02602103 55,043 692,800 SH   SOLE   692,800 0 0
AMERICAN ELEC PWR CO INC COM 025537101 43,040 497,861 SH   SOLE   497,861 0 0
AMERISOURCEBERGEN CORP COM 03073E105 47,589 351,652 SH   SOLE   351,652 0 0
AMPHENOL CORP NEW CL A 032095101 72,276 1,079,396 SH   SOLE   1,079,396 0 0
ANALOG DEVICES INC COM 032654105 41,939 300,980 SH   SOLE   300,980 0 0
ANSYS INC COM 03662Q105 21,837 98,500 SH   SOLE   98,500 0 0
AON PLC SHS CL A G0403H108 53,982 201,524 SH   SOLE   201,524 0 0
APPLE INC COM 037833100 47,381 342,844 SH   SOLE   342,844 0 0
ATLASSIAN CORP PLC CL A G06242104 24,850 118,000 SH   SOLE   118,000 0 0
ATMOS ENERGY CORP COM 049560105 47,810 469,412 SH   SOLE   469,412 0 0
AUTODESK INC COM 052769106 27,254 145,900 SH   SOLE   145,900 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 72,392 320,051 SH   SOLE   320,051 0 0
AUTOZONE INC COM 053332102 27,190 12,694 SH   SOLE   12,694 0 0
BIO RAD LABS INC CL A 090572207 43,478 104,229 SH   SOLE   104,229 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 22,302 306,298 SH   SOLE   306,298 0 0
BLOCK INC CL A 852234103 18,757 341,100 SH   SOLE   341,100 0 0
BROADCOM INC COM 11135F101 45,702 102,929 SH   SOLE   102,929 0 0
C3 AI INC CL A 12468P104 14,236 1,138,900 SH   SOLE   1,138,900 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 474 2,900 SH   SOLE   2,900 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 18,295 475,940 SH   SOLE   475,940 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 47,408 423,213 SH   SOLE   423,213 0 0
CHENIERE ENERGY INC COM NEW 16411R208 41,486 250,051 SH   SOLE   250,051 0 0
COCA COLA CO COM 191216100 65,319 1,166,000 SH   SOLE   1,166,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 49,679 105,193 SH   SOLE   105,193 0 0
COUPANG INC CL A 22266T109 27,067 1,623,700 SH   SOLE   1,623,700 0 0
CSX CORP COM 126408103 65,649 2,464,315 SH   SOLE   2,464,315 0 0
CULLEN FROST BANKERS INC COM 229899109 40,906 309,382 SH   SOLE   309,382 0 0
CVS HEALTH CORP COM 126650100 52,071 545,989 SH   SOLE   545,989 0 0
DANAHER CORPORATION COM 235851102 46,594 180,395 SH   SOLE   180,395 0 0
DARDEN RESTAURANTS INC COM 237194105 52,852 418,400 SH   SOLE   418,400 0 0
DEERE & CO COM 244199105 25,475 76,298 SH   SOLE   76,298 0 0
DEVON ENERGY CORP NEW COM 25179M103 34,211 568,954 SH   SOLE   568,954 0 0
DOCUSIGN INC COM 256163106 22,516 421,100 SH   SOLE   421,100 0 0
DOLLAR TREE INC COM 256746108 23,006 169,037 SH   SOLE   169,037 0 0
EAST WEST BANCORP INC COM 27579R104 42,400 631,511 SH   SOLE   631,511 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 41,980 508,053 SH   SOLE   508,053 0 0
ELECTRONIC ARTS INC COM 285512109 69,291 598,830 SH   SOLE   598,830 0 0
ELEVANCE HEALTH INC COM 036752103 44,838 98,709 SH   SOLE   98,709 0 0
LILLY ELI & CO COM 532457108 53,611 165,800 SH   SOLE   165,800 0 0
EOG RES INC COM 26875P101 35,674 319,292 SH   SOLE   319,292 0 0
FASTENAL CO COM 311900104 47,373 1,028,963 SH   SOLE   1,028,963 0 0
FIRST FINL BANKSHARES INC COM 32020R109 44,184 1,056,266 SH   SOLE   1,056,266 0 0
FREEPORT-MCMORAN INC CL B 35671D857 22,911 838,300 SH   SOLE   838,300 0 0
FRESHWORKS INC CLASS A COM 358054104 13,367 1,030,600 SH   SOLE   1,030,600 0 0
GENERAL DYNAMICS CORP COM 369550108 27,582 130,000 SH   SOLE   130,000 0 0
HENRY SCHEIN INC COM 806407102 45,105 685,800 SH   SOLE   685,800 0 0
HESS CORP COM 42809H107 37,232 341,610 SH   SOLE   341,610 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 23,638 195,967 SH   SOLE   195,967 0 0
HUMANA INC COM 444859102 529 1,090 SH   SOLE   1,090 0 0
HUNT J B TRANS SVCS INC COM 445658107 48,349 309,100 SH   SOLE   309,100 0 0
IQVIA HLDGS INC COM 46266C105 44,223 244,139 SH   SOLE   244,139 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 50,457 320,648 SH   SOLE   320,648 0 0
KINDER MORGAN INC DEL COM 49456B101 31,911 1,917,748 SH   SOLE   1,917,748 0 0
KLA CORP COM NEW 482480100 23,089 76,295 SH   SOLE   76,295 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 36,661 176,400 SH   SOLE   176,400 0 0
LAM RESEARCH CORP COM 512807108 366 1,000 SH   SOLE   1,000 0 0
LINDE PLC SHS G5494J103 47,965 177,919 SH   SOLE   177,919 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 21,188 278,645 SH   SOLE   278,645 0 0
LOCKHEED MARTIN CORP COM 539830109 22,019 57,000 SH   SOLE   57,000 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 23,112 905,303 SH   SOLE   905,303 0 0
MARSH & MCLENNAN COS INC COM 571748102 76,748 514,089 SH   SOLE   514,089 0 0
MASTERCARD INCORPORATED CL A 57636Q104 65,734 231,181 SH   SOLE   231,181 0 0
MCDONALDS CORP COM 580135101 64,728 280,522 SH   SOLE   280,522 0 0
MCKESSON CORP COM 58155Q103 42,850 126,077 SH   SOLE   126,077 0 0
MERCADOLIBRE INC COM 58733R102 24,624 29,747 SH   SOLE   29,747 0 0
MERCK & CO INC COM 58933Y105 51,646 599,700 SH   SOLE   599,700 0 0
META PLATFORMS INC CL A 30303M102 39,795 293,300 SH   SOLE   293,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 46,178 42,595 SH   SOLE   42,595 0 0
MICROSOFT CORP COM 594918104 65,143 279,704 SH   SOLE   279,704 0 0
MONDAY COM LTD SHS M7S64H106 12,624 111,385 SH   SOLE   111,385 0 0
MONDELEZ INTL INC CL A 609207105 65,336 1,191,603 SH   SOLE   1,191,603 0 0
MONOLITHIC PWR SYS INC COM 609839105 363 1,000 SH   SOLE   1,000 0 0
MOSAIC CO NEW COM 61945C103 26,450 547,282 SH   SOLE   547,282 0 0
NASDAQ INC COM 631103108 73,770 1,301,514 SH   SOLE   1,301,514 0 0
NETAPP INC COM 64110D104 46,650 754,249 SH   SOLE   754,249 0 0
NETFLIX INC COM 64110L106 53,257 226,200 SH   SOLE   226,200 0 0
NEW YORK TIMES CO CL A 650111107 41,500 1,443,474 SH   SOLE   1,443,474 0 0
NORFOLK SOUTHN CORP COM 655844108 61,756 294,566 SH   SOLE   294,566 0 0
NORTHROP GRUMMAN CORP COM 666807102 22,293 47,400 SH   SOLE   47,400 0 0
NUCOR CORP COM 670346105 23,848 222,902 SH   SOLE   222,902 0 0
NVIDIA CORPORATION COM 67066G104 340 2,800 SH   SOLE   2,800 0 0
OCCIDENTAL PETE CORP COM 674599105 30,344 493,800 SH   SOLE   493,800 0 0
OKTA INC CL A 679295105 22,282 391,800 SH   SOLE   391,800 0 0
OLO INC CL A 68134L109 10,952 1,386,300 SH   SOLE   1,386,300 0 0
OMNICOM GROUP INC COM 681919106 46,805 741,883 SH   SOLE   741,883 0 0
ONE GAS INC COM 68235P108 37,938 538,966 SH   SOLE   538,966 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 22,852 2,810,800 SH   SOLE   2,810,800 0 0
PALO ALTO NETWORKS INC COM 697435105 25,682 156,800 SH   SOLE   156,800 0 0
PAYCHEX INC COM 704326107 48,801 434,907 SH   SOLE   434,907 0 0
PEPSICO INC COM 713448108 64,050 392,317 SH   SOLE   392,317 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 41,324 509,548 SH   SOLE   509,548 0 0
PIONEER NAT RES CO COM 723787107 30,696 141,761 SH   SOLE   141,761 0 0
PNC FINL SVCS GROUP INC COM 693475105 65,983 441,592 SH   SOLE   441,592 0 0
PROCTER AND GAMBLE CO COM 742718109 64,982 514,705 SH   SOLE   514,705 0 0
QUALCOMM INC COM 747525103 18,713 165,627 SH   SOLE   165,627 0 0
QUALTRICS INTL INC COM CL A 747601201 1,883 184,995 SH   SOLE   184,995 0 0
QUANTA SVCS INC COM 74762E102 24,726 194,096 SH   SOLE   194,096 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 21,355 122,440 SH   SOLE   122,440 0 0
REPUBLIC SVCS INC COM 760759100 49,372 362,920 SH   SOLE   362,920 0 0
RESMED INC COM 761152107 74,770 342,509 SH   SOLE   342,509 0 0
ROPER TECHNOLOGIES INC COM 776696106 68,804 191,314 SH   SOLE   191,314 0 0
S&P GLOBAL INC COM 78409V104 65,419 214,244 SH   SOLE   214,244 0 0
SALESFORCE INC COM 79466L302 26,824 186,488 SH   SOLE   186,488 0 0
SEA LTD SPONSORD ADS 81141R100 19,152 341,700 SH   SOLE   341,700 0 0
SERVICE CORP INTL COM 817565104 37,915 656,649 SH   SOLE   656,649 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 22,645 149,967 SH   SOLE   149,967 0 0
SPLUNK INC COM 848637104 20,078 267,000 SH   SOLE   267,000 0 0
STRYKER CORPORATION COM 863667101 75,521 372,870 SH   SOLE   372,870 0 0
SYNOPSYS INC COM 871607107 24,242 79,349 SH   SOLE   79,349 0 0
SYSCO CORP COM 871829107 44,822 633,890 SH   SOLE   633,890 0 0
TESLA INC COM 88160R101 50,551 190,577 SH   SOLE   190,577 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 44,905 88,536 SH   SOLE   88,536 0 0
TRACTOR SUPPLY CO COM 892356106 26,365 141,841 SH   SOLE   141,841 0 0
TWILIO INC CL A 90138F102 20,645 298,600 SH   SOLE   298,600 0 0
UIPATH INC CL A 90364P105 13,852 1,098,500 SH   SOLE   1,098,500 0 0
UNION PAC CORP COM 907818108 68,358 350,878 SH   SOLE   350,878 0 0
UNITED PARCEL SERVICE INC CL B 911312106 41,526 257,066 SH   SOLE   257,066 0 0
UNITEDHEALTH GROUP INC COM 91324P102 47,207 93,472 SH   SOLE   93,472 0 0
VAIL RESORTS INC COM 91879Q109 46,256 214,505 SH   SOLE   214,505 0 0
VISA INC COM CL A 92826C839 67,857 381,972 SH   SOLE   381,972 0 0
VMWARE INC CL A COM 928563402 46,921 440,738 SH   SOLE   440,738 0 0
WASTE MGMT INC DEL COM 94106L109 73,905 461,298 SH   SOLE   461,298 0 0
WELLS FARGO CO NEW COM 949746101 52,013 1,293,200 SH   SOLE   1,293,200 0 0
WESTERN ALLIANCE BANCORP COM 957638109 34,882 530,600 SH   SOLE   530,600 0 0
WILLIAMS COS INC COM 969457100 29,507 1,030,648 SH   SOLE   1,030,648 0 0
WORKDAY INC CL A 98138H101 28,206 185,300 SH   SOLE   185,300 0 0
YUM BRANDS INC COM 988498101 70,649 664,371 SH   SOLE   664,371 0 0
ZENDESK INC COM 98936J101 25,125 330,156 SH   SOLE   330,156 0 0
ZIONS BANCORPORATION N A COM 989701107 39,835 783,226 SH   SOLE   783,226 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 17,838 242,400 SH   SOLE   242,400 0 0