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
MICROSOFT CORP COM 594918104 BBG000BPH459 375,082,155 1,013,270 SH   SOLE   0 0 1,013,270
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 264,609,836 920,190 SH   SOLE   0 0 920,190
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 245,502,880 1,407,700 SH   SOLE   0 0 1,407,700
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HSR0 242,643,176 855,100 SH   SOLE   0 0 855,100
AMAZON COM INC COM 023135106 BBG000BVPV84 233,637,286 1,121,800 SH   SOLE   0 0 1,121,800
BROADCOM INC COM 11135F101 BBG00KHY5S69 233,584,721 754,692 SH   SOLE   0 0 754,692
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 228,531,607 399,440 SH   SOLE   0 0 399,440
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 216,292,628 2,328,732 SH   SOLE   0 0 2,328,732
LAM RESEARCH CORP COM NEW 512807306 BBG000BNFLM9 209,856,852 982,200 SH   SOLE   0 0 982,200
EQUINIX INC COM 29444U700 BBG000MBDGM6 202,389,173 206,469 SH   SOLE   0 0 206,469
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 201,001,363 408,930 SH   SOLE   0 0 408,930
TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 190,550,546 981,511 SH   SOLE   0 0 981,511
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 181,649,980 1,303,365 SH   SOLE   0 0 1,303,365
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRNP7 176,698,230 632,760 SH   SOLE   0 0 632,760
ABBVIE INC COM 00287Y109 BBG0025Y4RY4 174,176,649 800,849 SH   SOLE   0 0 800,849
APPLE INC COM 037833100 BBG000B9XRY4 173,047,219 681,852 SH   SOLE   0 0 681,852
VISA INC COM CL A 92826C839 BBG000PSKYX7 169,459,621 560,679 SH   SOLE   0 0 560,679
STRYKER CORPORATION COM 863667101 BBG000DN7P92 160,930,238 489,760 SH   SOLE   0 0 489,760
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 158,894,800 650,036 SH   SOLE   0 0 650,036
PALO ALTO NETWORKS INC COM 697435105 BBG0014GJCT9 157,571,474 982,856 SH   SOLE   0 0 982,856
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 146,130,564 292,460 SH   SOLE   0 0 292,460
IDEXX LABS INC COM 45168D104 BBG000BLRT07 144,113,547 256,480 SH   SOLE   0 0 256,480
PUBLIC SVC ENTERPRISE GROUP COM 744573106 BBG000BQZMH4 139,424,232 1,722,350 SH   SOLE   0 0 1,722,350
KLA CORP COM NEW 482480100 BBG000BMTFR4 128,669,493 87,387 SH   SOLE   0 0 87,387
QUALCOMM INC COM 747525103 BBG000CGC1X8 121,388,028 942,600 SH   SOLE   0 0 942,600
AMPHENOL CORP CL A 032095101 BBG000B9YJ35 107,043,720 847,200 SH   SOLE   0 0 847,200
OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGYWY6 106,724,299 1,156,151 SH   SOLE   0 0 1,156,151
MCKESSON CORP COM 58155Q103 BBG000DYGNW7 94,914,416 109,682 SH   SOLE   0 0 109,682
SERVICENOW INC COM 81762P102 BBG000M1R011 93,287,874 892,280 SH   SOLE   0 0 892,280
CISCO SYS INC COM 17275R102 BBG000C3J3C9 88,303,317 1,138,076 SH   SOLE   0 0 1,138,076
ALTRIA GROUP INC COM 02209S103 BBG000BP6LJ8 85,285,476 1,292,400 SH   SOLE   0 0 1,292,400
FASTENAL CO COM 311900104 BBG000BJ8YN7 78,265,200 1,686,750 SH   SOLE   0 0 1,686,750
PARKER-HANNIFIN CORP COM 701094104 BBG000BR3KL6 65,710,616 73,400 SH   SOLE   0 0 73,400
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLV23 63,118,455 1,040,700 SH   SOLE   0 0 1,040,700
EXPEDIA GROUP INC COM NEW 30212P303 BBG000QY3XZ2 61,347,473 265,700 SH   SOLE   0 0 265,700
WW GRAINGER INC COM 384802104 BBG000BKR1D6 60,221,438 55,208 SH   SOLE   0 0 55,208
NETAPP INC COM 64110D104 BBG000FP1N32 52,746,208 515,150 SH   SOLE   0 0 515,150
BOOKING HOLDINGS INC COM 09857L108 BBG000BLBVN4 48,300,791 11,472 SH   SOLE   0 0 11,472
HCA HEALTHCARE INC COM 40412C101 BBG000QW7VC1 43,749,618 92,447 SH   SOLE   0 0 92,447
TJX COS INC NEW COM 872540109 BBG000BV8DN6 42,655,870 267,100 SH   SOLE   0 0 267,100
WALMART INC COM 931142103 BBG000BWXBC2 42,284,903 340,239 SH   SOLE   0 0 340,239
CADENCE DESIGN SYSTEM INC COM 127387108 BBG000C13CD9 39,101,866 140,720 SH   SOLE   0 0 140,720
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG000BP8Z50 37,130,473 85,560 SH   SOLE   0 0 85,560
TAPESTRY INC COM 876030107 BBG000BY29C7 36,180,604 256,400 SH   SOLE   0 0 256,400
SALESFORCE INC COM 79466L302 BBG000BN2DC2 35,653,970 191,000 SH   SOLE   0 0 191,000
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS77T5 35,391,000 705,000 SH   SOLE   0 0 705,000
MARRIOTT INTL INC NEW CL A 571903202 BBG000BGD7W6 34,865,662 106,600 SH   SOLE   0 0 106,600
ROLLINS INC COM 775711104 BBG000BSBBP1 33,937,622 635,417 SH   SOLE   0 0 635,417
AUTODESK INC COM 052769106 BBG000BM7HL0 33,083,165 138,192 SH   SOLE   0 0 138,192
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KV0 31,602,800 410,000 SH   SOLE   0 0 410,000
CINTAS CORP COM 172908105 BBG000H3YXF8 30,072,415 177,796 SH   SOLE   0 0 177,796
AMGEN INC COM 031162100 BBG000BBS2Y0 29,548,363 83,980 SH   SOLE   0 0 83,980
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG000BLNNH6 29,469,776 121,580 SH   SOLE   0 0 121,580
WILLIAMS SONOMA INC COM 969904101 BBG000FSMWC3 28,388,781 155,700 SH   SOLE   0 0 155,700
HP INC COM 40434L105 BBG000KHWT55 27,510,929 1,432,115 SH   SOLE   0 0 1,432,115
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG000BBDV81 26,661,483 434,580 SH   SOLE   0 0 434,580
INTUIT COM 461202103 BBG000BH5DV1 22,155,151 51,240 SH   SOLE   0 0 51,240
GODADDY INC CL A 380237107 BBG006MDLY05 21,800,079 263,700 SH   SOLE   0 0 263,700
ADOBE INC COM 00724F101 BBG000BB5006 21,488,272 88,400 SH   SOLE   0 0 88,400
FORTIVE CORP COM 34959J108 BBG00BLVZ228 21,487,336 388,700 SH   SOLE   0 0 388,700
SNAP ON INC COM 833034101 BBG000BT7JW9 21,030,438 57,900 SH   SOLE   0 0 57,900
CF INDUSTRIES HOLD COM 125269100 BBG000BWJFZ4 20,787,384 160,100 SH   SOLE   0 0 160,100
COMCAST CORP NEW CL A 20030N101 BBG000BFT2L4 20,237,679 704,900 SH   SOLE   0 0 704,900
ILLINOIS TOOL WKS INC COM 452308109 BBG000BMBL90 19,824,467 76,163 SH   SOLE   0 0 76,163
ANALOG DEVICES INC COM 032654105 BBG000BB6G37 19,788,308 62,200 SH   SOLE   0 0 62,200
EMCOR GROUP INC COM 29084Q100 BBG000BBRPL4 18,753,812 25,401 SH   SOLE   0 0 25,401
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 18,753,300 45,000 SH   SOLE   0 0 45,000
CARDINAL HEALTH INC COM 14149Y108 BBG000D898T9 18,193,791 86,100 SH   SOLE   0 0 86,100
ROSS STORES INC COM 778296103 BBG000BSBZH7 17,958,627 82,900 SH   SOLE   0 0 82,900
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 17,890,715 90,225 SH   SOLE   0 0 90,225
UNIVERSAL HLTH SVCS INC CL B 913903100 BBG000CB8Q50 17,163,223 95,900 SH   SOLE   0 0 95,900
TRIMBLE INC COM 896239100 BBG000BNPS52 17,077,214 261,800 SH   SOLE   0 0 261,800
COLGATE PALMOLIVE CO COM 194162103 BBG000BFQYY3 15,248,414 178,909 SH   SOLE   0 0 178,909
YUM BRANDS INC COM 988498101 BBG000BH3GZ2 14,708,408 94,600 SH   SOLE   0 0 94,600
GARTNER INC COM 366651107 BBG000BB65D0 14,468,793 91,378 SH   SOLE   0 0 91,378
GEN DIGITAL INC COM 668771108 BBG000BH2JM1 12,523,833 665,100 SH   SOLE   0 0 665,100
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH30 11,676,672 38,400 SH   SOLE   0 0 38,400
VERISK ANALYTICS INC COM 92345Y106 BBG000BCZL41 11,650,650 61,400 SH   SOLE   0 0 61,400
EXPEDITORS INTL WASH INC COM 302130109 BBG000BJ5GK2 10,856,834 75,800 SH   SOLE   0 0 75,800
CBOE GLOBAL MKTS INC COM 12503M108 BBG000QH56C1 10,624,446 37,800 SH   SOLE   0 0 37,800
VERISIGN INC COM 92343E102 BBG000BGKHZ3 9,984,072 40,200 SH   SOLE   0 0 40,200
VERALTO CORP COM SHS 92338C103 BBG019Q32XJ9 9,814,620 111,000 SH   SOLE   0 0 111,000
BANK NEW YORK MELLON CORP COM 064058100 BBG000BD8PN9 8,339,689 70,300 SH   SOLE   0 0 70,300
LOEWS CORP COM 540424108 BBG000C45984 8,058,870 75,500 SH   SOLE   0 0 75,500
AMETEK INC COM 031100100 BBG000B9XG87 7,689,522 35,872 SH   SOLE   0 0 35,872
F5 INC COM 315616102 BBG000CXYSZ6 7,618,059 26,330 SH   SOLE   0 0 26,330
QUEST DIAGNOSTICS INC COM 74834L100 BBG000BN84F3 6,761,310 34,500 SH   SOLE   0 0 34,500
TRAVELERS COMPANIES INC COM 89417E109 BBG000BJ81C1 5,250,240 18,000 SH   SOLE   0 0 18,000
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1C0 4,688,162 64,700 SH   SOLE   0 0 64,700
FIDELITY NATL FINL INC COM SHS 31620R303 BBG006N7S6K9 4,452,480 96,000 SH   SOLE   0 0 96,000
DOCUSIGN INC COM 256163106 BBG000N7KJX8 4,134,152 87,200 SH   SOLE   0 0 87,200
MEDTRONIC PLC SHS G5960L103 BBG000BNWG87 3,916,580 45,200 SH   SOLE   0 0 45,200
PHILIP MORRIS INTL INC COM 718172109 BBG000J2XL74 3,809,434 23,040 SH   SOLE   0 0 23,040
FOX CORP CL A COM 35137L105 BBG00JHNJW99 3,801,840 65,100 SH   SOLE   0 0 65,100
DOMINOS PIZZA INC COM 25754A201 BBG000P458P3 3,480,263 9,700 SH   SOLE   0 0 9,700
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG000BZCKH3 3,203,448 2,540 SH   SOLE   0 0 2,540
SOLVENTUM CORP COM SHS 83444M101 BBG018YZH6T3 3,121,340 47,800 SH   SOLE   0 0 47,800
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG000PPFKQ7 2,875,896 17,700 SH   SOLE   0 0 17,700
KROGER CO COM 501044101 BBG000BMY992 2,685,280 37,110 SH   SOLE   0 0 37,110
DECKERS OUTDOOR CORP COM 243537107 BBG000BKXYX5 2,252,025 22,500 SH   SOLE   0 0 22,500
PTC INC COM 69370C100 BBG000C2VBB0 2,198,051 15,426 SH   SOLE   0 0 15,426
RESMED INC COM 761152107 BBG000L4M7F1 2,156,130 9,605 SH   SOLE   0 0 9,605
SERVICETITAN INC SHS CL A 81764X103 BBG009DVYCT2 270,974 4,270 SH   SOLE   0 0 4,270