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
ABCAM PLC ADS 000380204   235 17,436 SH   SOLE   17,436 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   82,631 289,110 SH   SOLE   289,110 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   54,894 396,802 SH   SOLE   396,802 0 0
AIRBNB INC COM CL A 009066101   78,203 628,641 SH   SOLE   628,641 0 0
ALPHABET INC CAP STK CL A 02079K305   153,527 1,480,062 SH   SOLE   1,480,062 0 0
ALTERYX INC COM CL A 02156B103   22,029 374,391 SH   SOLE   374,391 0 0
AMDOCS LTD SHS G02602103   24,045 250,393 SH   SOLE   250,393 0 0
AMEREN CORP COM 023608102   22,864 264,662 SH   SOLE   264,662 0 0
AMERICAN ELEC PWR CO INC COM 025537101   47,355 520,437 SH   SOLE   520,437 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   25,316 172,814 SH   SOLE   172,814 0 0
AMERISOURCEBERGEN CORP COM 03073E105   53,663 335,165 SH   SOLE   335,165 0 0
AMPHENOL CORP NEW CL A 032095101   79,708 975,378 SH   SOLE   975,378 0 0
ANALOG DEVICES INC COM 032654105   49,841 252,720 SH   SOLE   252,720 0 0
ANSYS INC COM 03662Q105   52,880 158,894 SH   SOLE   158,894 0 0
AON PLC SHS CL A G0403H108   61,198 194,100 SH   SOLE   194,100 0 0
APA CORPORATION COM 03743Q108   25,986 720,639 SH   SOLE   720,639 0 0
APPLE INC COM 037833100   151,871 920,990 SH   SOLE   920,990 0 0
APPLIED MATLS INC COM 038222105   52,694 429,000 SH   SOLE   429,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   78,973 354,727 SH   SOLE   354,727 0 0
AUTOZONE INC COM 053332102   25,444 10,351 SH   SOLE   10,351 0 0
BIO RAD LABS INC CL A 090572207   50,467 105,354 SH   SOLE   105,354 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   41,962 551,621 SH   SOLE   551,621 0 0
BLOCK INC CL A 852234103   42,549 619,798 SH   SOLE   619,798 0 0
BOX INC CL A 10316T104   530 19,800 SH   SOLE   19,800 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   26,905 128,062 SH   SOLE   128,062 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   41,451 318,852 SH   SOLE   318,852 0 0
CHENIERE ENERGY INC COM NEW 16411R208   49,528 314,267 SH   SOLE   314,267 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   48,958 28,659 SH   SOLE   28,659 0 0
COCA COLA CO COM 191216100   85,834 1,383,746 SH   SOLE   1,383,746 0 0
CONOCOPHILLIPS COM 20825C104   26,074 262,814 SH   SOLE   262,814 0 0
COSTCO WHSL CORP NEW COM 22160K105   77,000 154,970 SH   SOLE   154,970 0 0
CULLEN FROST BANKERS INC COM 229899109   42,336 401,902 SH   SOLE   401,902 0 0
DARDEN RESTAURANTS INC COM 237194105   24,458 157,629 SH   SOLE   157,629 0 0
DEERE & CO COM 244199105   27,860 67,478 SH   SOLE   67,478 0 0
DEVON ENERGY CORP NEW COM 25179M103   25,293 499,770 SH   SOLE   499,770 0 0
DEXCOM INC COM 252131107   22,601 194,537 SH   SOLE   194,537 0 0
DOLLAR TREE INC COM 256746108   617 4,300 SH   SOLE   4,300 0 0
EAST WEST BANCORP INC COM 27579R104   40,039 721,418 SH   SOLE   721,418 0 0
ELEVANCE HEALTH INC COM 036752103   25,310 55,045 SH   SOLE   55,045 0 0
LILLY ELI & CO COM 532457108   54,783 159,523 SH   SOLE   159,523 0 0
ENPHASE ENERGY INC COM 29355A107   51,624 245,500 SH   SOLE   245,500 0 0
EOG RES INC COM 26875P101   26,578 231,860 SH   SOLE   231,860 0 0
FASTENAL CO COM 311900104   51,888 961,953 SH   SOLE   961,953 0 0
FIRST FINL BANKSHARES INC COM 32020R109   42,111 1,320,090 SH   SOLE   1,320,090 0 0
FREEPORT-MCMORAN INC CL B 35671D857   23,483 574,023 SH   SOLE   574,023 0 0
GENERAL DYNAMICS CORP COM 369550108   26,750 117,218 SH   SOLE   117,218 0 0
GILEAD SCIENCES INC COM 375558103   54,023 651,109 SH   SOLE   651,109 0 0
HENRY SCHEIN INC COM 806407102   52,672 645,971 SH   SOLE   645,971 0 0
HESS CORP COM 42809H107   27,571 208,333 SH   SOLE   208,333 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   24,786 175,948 SH   SOLE   175,948 0 0
HUMANA INC COM 444859102   23,846 49,120 SH   SOLE   49,120 0 0
HUNT J B TRANS SVCS INC COM 445658107   26,284 149,801 SH   SOLE   149,801 0 0
HYATT HOTELS CORP COM CL A 448579102   42,261 378,037 SH   SOLE   378,037 0 0
IDEXX LABS INC COM 45168D104   51,792 103,567 SH   SOLE   103,567 0 0
INTERPUBLIC GROUP COS INC COM 460690100   54,277 1,457,500 SH   SOLE   1,457,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   26,589 164,656 SH   SOLE   164,656 0 0
KINDER MORGAN INC DEL COM 49456B101   46,713 2,667,792 SH   SOLE   2,667,792 0 0
KLA CORP COM NEW 482480100   53,458 133,924 SH   SOLE   133,924 0 0
LAM RESEARCH CORP COM 512807108   53,065 100,100 SH   SOLE   100,100 0 0
LINDE PLC SHS G54950103   79,623 224,012 SH   SOLE   224,012 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   50,215 717,352 SH   SOLE   717,352 0 0
LOCKHEED MARTIN CORP COM 539830109   9,260 19,589 SH   SOLE   19,589 0 0
LULULEMON ATHLETICA INC COM 550021109   58,658 161,064 SH   SOLE   161,064 0 0
MARATHON OIL CORP COM 565849106   25,813 1,077,348 SH   SOLE   1,077,348 0 0
MARSH & MCLENNAN COS INC COM 571748102   84,254 505,880 SH   SOLE   505,880 0 0
MASTERCARD INCORPORATED CL A 57636Q104   86,012 236,679 SH   SOLE   236,679 0 0
MCDONALDS CORP COM 580135101   79,040 282,678 SH   SOLE   282,678 0 0
MCKESSON CORP COM 58155Q103   26,727 75,064 SH   SOLE   75,064 0 0
MERCADOLIBRE INC COM 58733R102   40,080 30,408 SH   SOLE   30,408 0 0
MERCK & CO INC COM 58933Y105   30,964 291,041 SH   SOLE   291,041 0 0
META PLATFORMS INC CL A 30303M102   87,428 412,512 SH   SOLE   412,512 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   25,140 16,429 SH   SOLE   16,429 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   50,862 607,093 SH   SOLE   607,093 0 0
MONDAY COM LTD SHS M7S64H106   20,408 142,960 SH   SOLE   142,960 0 0
MONDELEZ INTL INC CL A 609207105   78,078 1,119,884 SH   SOLE   1,119,884 0 0
MSCI INC COM 55354G100   25,717 45,949 SH   SOLE   45,949 0 0
NETFLIX INC COM 64110L106   92,095 266,572 SH   SOLE   266,572 0 0
NEXTERA ENERGY INC COM 65339F101   570 7,400 SH   SOLE   7,400 0 0
NUCOR CORP COM 670346105   25,882 167,551 SH   SOLE   167,551 0 0
NVIDIA CORPORATION COM 67066G104   53,832 193,800 SH   SOLE   193,800 0 0
OCCIDENTAL PETE CORP COM 674599105   26,363 422,285 SH   SOLE   422,285 0 0
OMNICOM GROUP INC COM 681919106   51,356 544,368 SH   SOLE   544,368 0 0
ONE GAS INC COM 68235P108   21,321 269,102 SH   SOLE   269,102 0 0
PAYCHEX INC COM 704326107   53,135 463,696 SH   SOLE   463,696 0 0
PAYLOCITY HLDG CORP COM 70438V106   54,883 276,100 SH   SOLE   276,100 0 0
PEPSICO INC COM 713448108   85,026 466,409 SH   SOLE   466,409 0 0
PINTEREST INC CL A 72352L106   25,049 918,553 SH   SOLE   918,553 0 0
PNC FINL SVCS GROUP INC COM 693475105   75,930 597,405 SH   SOLE   597,405 0 0
QUANTA SVCS INC COM 74762E102   27,059 162,380 SH   SOLE   162,380 0 0
REGENERON PHARMACEUTICALS COM 75886F107   77,835 94,728 SH   SOLE   94,728 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   26,878 104,691 SH   SOLE   104,691 0 0
REPUBLIC SVCS INC COM 760759100   52,740 390,033 SH   SOLE   390,033 0 0
RESMED INC COM 761152107   53,615 244,830 SH   SOLE   244,830 0 0
ROPER TECHNOLOGIES INC COM 776696106   77,091 174,933 SH   SOLE   174,933 0 0
ROSS STORES INC COM 778296103   53,398 503,138 SH   SOLE   503,138 0 0
SCHLUMBERGER LTD COM STK 806857108   26,775 545,307 SH   SOLE   545,307 0 0
SEA LTD SPONSORD ADS 81141R100   41,113 475,016 SH   SOLE   475,016 0 0
SERVICE CORP INTL COM 817565104   44,496 646,935 SH   SOLE   646,935 0 0
STARBUCKS CORP COM 855244109   26,830 257,657 SH   SOLE   257,657 0 0
STRYKER CORPORATION COM 863667101   78,260 274,143 SH   SOLE   274,143 0 0
SYNOPSYS INC COM 871607107   26,403 68,356 SH   SOLE   68,356 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   71,988 124,899 SH   SOLE   124,899 0 0
TRACTOR SUPPLY CO COM 892356106   24,006 102,135 SH   SOLE   102,135 0 0
THE TRADE DESK INC COM CL A 88339J105   26,402 433,455 SH   SOLE   433,455 0 0
UNION PAC CORP COM 907818108   81,146 403,191 SH   SOLE   403,191 0 0
UNITED PARCEL SERVICE INC CL B 911312106   50,600 260,836 SH   SOLE   260,836 0 0
UNITEDHEALTH GROUP INC COM 91324P102   82,093 173,709 SH   SOLE   173,709 0 0
VALERO ENERGY CORP COM 91913Y100   26,575 190,362 SH   SOLE   190,362 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   51,167 162,400 SH   SOLE   162,400 0 0
VISA INC COM CL A 92826C839   78,902 349,959 SH   SOLE   349,959 0 0
WASTE MGMT INC DEL COM 94106L109   80,606 494,001 SH   SOLE   494,001 0 0
WELLS FARGO CO NEW COM 949746101   57,117 1,528,009 SH   SOLE   1,528,009 0 0
WILLIAMS COS INC COM 969457100   47,060 1,576,016 SH   SOLE   1,576,016 0 0
WORKDAY INC CL A 98138H101   77,074 373,168 SH   SOLE   373,168 0 0
YUM BRANDS INC COM 988498101   79,086 598,775 SH   SOLE   598,775 0 0
ZIONS BANCORPORATION N A COM 989701107   40,337 1,347,703 SH   SOLE   1,347,703 0 0