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
ABBOTT LABS COM 002824100   74,100,155 544,814 SH   SOLE   544,814 0 0
ABBVIE INC COM 00287Y109   1,447,836 7,800 SH   SOLE   7,800 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,225,449 4,100 SH   SOLE   4,100 0 0
ADOBE INC COM 00724F101   1,276,704 3,300 SH   SOLE   3,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107   227,040 1,600 SH   SOLE   1,600 0 0
AECOM COM 00766T100   880,308 7,800 SH   SOLE   7,800 0 0
ALLEGION PLC ORD SHS G0176J109   763,836 5,300 SH   SOLE   5,300 0 0
ALLSTATE CORP COM 020002101   583,799 2,900 SH   SOLE   2,900 0 0
ALPHABET INC CAP STK CL C 02079K107   2,678,589 15,100 SH   SOLE   15,100 0 0
ALPHABET INC CAP STK CL A 02079K305   138,179,305 784,085 SH   SOLE   784,085 0 0
AMAZON COM INC COM 023135106   167,882,500 765,224 SH   SOLE   765,224 0 0
AMERICAN EXPRESS CO COM 025816109   1,339,716 4,200 SH   SOLE   4,200 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   427,950 5,000 SH   SOLE   5,000 0 0
AMPHENOL CORP NEW CL A 032095101   90,636,111 917,834 SH   SOLE   917,834 0 0
APPLE INC COM 037833100   76,598,171 373,340 SH   SOLE   373,340 0 0
APPLIED MATLS INC COM 038222105   750,587 4,100 SH   SOLE   4,100 0 0
APPLOVIN CORP COM CL A 03831W108   455,104 1,300 SH   SOLE   1,300 0 0
AUTODESK INC COM 052769106   557,226 1,800 SH   SOLE   1,800 0 0
AUTOZONE INC COM 053332102   45,816,345 12,342 SH   SOLE   12,342 0 0
BAKER HUGHES COMPANY CL A 05722G100   348,894 9,100 SH   SOLE   9,100 0 0
BANK AMERICA CORP COM 060505104   288,652 6,100 SH   SOLE   6,100 0 0
BERKLEY W R CORP COM 084423102   337,962 4,600 SH   SOLE   4,600 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   35,674,464 73,439 SH   SOLE   73,439 0 0
BEST BUY INC COM 086516101   255,094 3,800 SH   SOLE   3,800 0 0
BLACKSTONE INC COM 09260D107   47,724,997 319,060 SH   SOLE   319,060 0 0
BOOKING HOLDINGS INC COM 09857L108   1,157,848 200 SH   SOLE   200 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   819,333 17,700 SH   SOLE   17,700 0 0
BROADCOM INC COM 11135F101   33,898,336 122,976 SH   SOLE   122,976 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   777,696 3,200 SH   SOLE   3,200 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   374,205 3,900 SH   SOLE   3,900 0 0
CARLISLE COS INC COM 142339100   784,140 2,100 SH   SOLE   2,100 0 0
CATERPILLAR INC COM 149123101   621,136 1,600 SH   SOLE   1,600 0 0
CBRE GROUP INC CL A 12504L109   224,192 1,600 SH   SOLE   1,600 0 0
CDW CORP COM 12514G108   821,514 4,600 SH   SOLE   4,600 0 0
CENCORA INC COM 03073E105   929,535 3,100 SH   SOLE   3,100 0 0
CF INDS HLDGS INC COM 125269100   506,000 5,500 SH   SOLE   5,500 0 0
CHEVRON CORP NEW COM 166764100   701,631 4,900 SH   SOLE   4,900 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   31,053,983 553,054 SH   SOLE   553,054 0 0
CINTAS CORP COM 172908105   1,002,915 4,500 SH   SOLE   4,500 0 0
CITIGROUP INC COM NEW 172967424   485,184 5,700 SH   SOLE   5,700 0 0
COCA COLA CO COM 191216100   4,359,758 61,622 SH   SOLE   61,622 0 0
COCA-COLA FEMSA SAB DE CV SPONS ADS REP 191241108   2,586,851 26,743 SH   SOLE   26,743 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   756,891 9,700 SH   SOLE   9,700 0 0
CONSTELLATION ENERGY CORP COM 21037T109   613,244 1,900 SH   SOLE   1,900 0 0
COPART INC COM 217204106   31,051,252 632,795 SH   SOLE   632,795 0 0
COSTCO WHSL CORP NEW COM 22160K105   46,902,369 47,379 SH   SOLE   47,379 0 0
CROWN HLDGS INC COM 228368106   782,648 7,600 SH   SOLE   7,600 0 0
DAVITA INC COM 23918K108   242,165 1,700 SH   SOLE   1,700 0 0
DELL TECHNOLOGIES INC CL C 24703L202   649,780 5,300 SH   SOLE   5,300 0 0
DOMINOS PIZZA INC COM 25754A201   360,480 800 SH   SOLE   800 0 0
EATON CORP PLC SHS G29183103   214,194 600 SH   SOLE   600 0 0
EBAY INC. COM 278642103   848,844 11,400 SH   SOLE   11,400 0 0
EDISON INTL COM 281020107   830,760 16,100 SH   SOLE   16,100 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   34,209,290 437,403 SH   SOLE   437,403 0 0
ELECTRONIC ARTS INC COM 285512109   910,290 5,700 SH   SOLE   5,700 0 0
ELI LILLY & CO COM 532457108   38,256,995 49,077 SH   SOLE   49,077 0 0
EMCOR GROUP INC COM 29084Q100   962,802 1,800 SH   SOLE   1,800 0 0
EXELON CORP COM 30161N101   894,452 20,600 SH   SOLE   20,600 0 0
EXPEDIA GROUP INC COM NEW 30212P303   573,512 3,400 SH   SOLE   3,400 0 0
EXXON MOBIL CORP COM 30231G102   679,140 6,300 SH   SOLE   6,300 0 0
F5 INC COM 315616102   382,616 1,300 SH   SOLE   1,300 0 0
FAIR ISAAC CORP COM 303250104   24,798,106 13,566 SH   SOLE   13,566 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   675,025 3,100 SH   SOLE   3,100 0 0
FISERV INC COM 337738108   1,051,701 6,100 SH   SOLE   6,100 0 0
FOX CORP CL A COM 35137L105   823,788 14,700 SH   SOLE   14,700 0 0
GALLAGHER ARTHUR J & CO COM 363576109   46,771,135 146,105 SH   SOLE   146,105 0 0
GARTNER INC COM 366651107   768,018 1,900 SH   SOLE   1,900 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   4,184,067 56,488 SH   SOLE   56,488 0 0
GE VERNOVA INC COM 36828A101   317,490 600 SH   SOLE   600 0 0
GEN DIGITAL INC COM 668771108   764,400 26,000 SH   SOLE   26,000 0 0
GILEAD SCIENCES INC COM 375558103   1,208,483 10,900 SH   SOLE   10,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,557,050 2,200 SH   SOLE   2,200 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   888,090 7,000 SH   SOLE   7,000 0 0
HCA HEALTHCARE INC COM 40412C101   957,750 2,500 SH   SOLE   2,500 0 0
HOME DEPOT INC COM 437076102   366,640 1,000 SH   SOLE   1,000 0 0
HOWMET AEROSPACE INC COM 443201108   1,135,393 6,100 SH   SOLE   6,100 0 0
HUBBELL INC COM 443510607   449,251 1,100 SH   SOLE   1,100 0 0
IDEXX LABS INC COM 45168D104   965,412 1,800 SH   SOLE   1,800 0 0
INCYTE CORP COM 45337C102   211,110 3,100 SH   SOLE   3,100 0 0
INGERSOLL RAND INC COM 45687V106   8,375,062 100,686 SH   SOLE   100,686 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   65,841,698 358,869 SH   SOLE   358,869 0 0
INTUIT COM 461202103   1,575,260 2,000 SH   SOLE   2,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   43,337,493 79,751 SH   SOLE   79,751 0 0
IQVIA HLDGS INC COM 46266C105   819,468 5,200 SH   SOLE   5,200 0 0
JABIL INC COM 466313103   894,210 4,100 SH   SOLE   4,100 0 0
JACOBS SOLUTIONS INC COM 46982L108   801,845 6,100 SH   SOLE   6,100 0 0
JOHNSON & JOHNSON COM 478160104   366,600 2,400 SH   SOLE   2,400 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,739,460 6,000 SH   SOLE   6,000 0 0
KLA CORP COM NEW 482480100   806,166 900 SH   SOLE   900 0 0
KROGER CO COM 501044101   609,705 8,500 SH   SOLE   8,500 0 0
LAM RESEARCH CORP COM NEW 512807306   41,921,129 430,667 SH   SOLE   430,667 0 0
LEIDOS HOLDINGS INC COM 525327102   851,904 5,400 SH   SOLE   5,400 0 0
LINDE PLC SHS G54950103   85,763,762 182,795 SH   SOLE   182,795 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   816,912 5,400 SH   SOLE   5,400 0 0
LOCKHEED MARTIN CORP COM 539830109   1,018,908 2,200 SH   SOLE   2,200 0 0
LOWES COS INC COM 548661107   1,109,350 5,000 SH   SOLE   5,000 0 0
LULULEMON ATHLETICA INC COM 550021109   213,822 900 SH   SOLE   900 0 0
MARATHON PETE CORP COM 56585A102   946,827 5,700 SH   SOLE   5,700 0 0
MARRIOTT INTL INC NEW CL A 571903202   73,295,689 268,276 SH   SOLE   268,276 0 0
MARSH & MCLENNAN COS INC COM 571748102   524,736 2,400 SH   SOLE   2,400 0 0
MASCO CORP COM 574599106   611,420 9,500 SH   SOLE   9,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   91,285,471 162,447 SH   SOLE   162,447 0 0
MCKESSON CORP COM 58155Q103   1,025,892 1,400 SH   SOLE   1,400 0 0
MERCADOLIBRE INC COM 58733R102   10,514,636 4,023 SH   SOLE   4,023 0 0
MERCK & CO INC COM 58933Y105   506,624 6,400 SH   SOLE   6,400 0 0
META PLATFORMS INC CL A 30303M102   163,751,916 221,859 SH   SOLE   221,859 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   822,304 700 SH   SOLE   700 0 0
MICROSOFT CORP COM 594918104   298,111,255 599,327 SH   SOLE   599,327 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   739,152 11,800 SH   SOLE   11,800 0 0
MOODYS CORP COM 615369105   43,613,252 86,950 SH   SOLE   86,950 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   882,966 2,100 SH   SOLE   2,100 0 0
MSCI INC COM 55354G100   54,695,140 94,835 SH   SOLE   94,835 0 0
NASDAQ INC COM 631103108   652,766 7,300 SH   SOLE   7,300 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   1,576,407 28,491 SH   SOLE   28,491 0 0
NETFLIX INC COM 64110L106   2,678,260 2,000 SH   SOLE   2,000 0 0
NRG ENERGY INC COM NEW 629377508   529,914 3,300 SH   SOLE   3,300 0 0
NVIDIA CORPORATION COM 67066G104   126,851,440 802,908 SH   SOLE   802,908 0 0
ORACLE CORP COM 68389X105   502,849 2,300 SH   SOLE   2,300 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   749,760 5,500 SH   SOLE   5,500 0 0
PARKER-HANNIFIN CORP COM 701094104   977,858 1,400 SH   SOLE   1,400 0 0
PAYPAL HLDGS INC COM 70450Y103   921,568 12,400 SH   SOLE   12,400 0 0
PENTAIR PLC SHS G7S00T104   379,842 3,700 SH   SOLE   3,700 0 0
PINTEREST INC CL A 72352L106   247,434 6,900 SH   SOLE   6,900 0 0
PPL CORP COM 69351T106   216,896 6,400 SH   SOLE   6,400 0 0
PROCTER AND GAMBLE CO COM 742718109   382,368 2,400 SH   SOLE   2,400 0 0
PROGRESSIVE CORP COM 743315103   15,673,756 58,734 SH   SOLE   58,734 0 0
PUBLIC STORAGE OPER CO COM 74460D109   909,602 3,100 SH   SOLE   3,100 0 0
PULTE GROUP INC COM 745867101   516,754 4,900 SH   SOLE   4,900 0 0
PURE STORAGE INC CL A 74624M102   287,900 5,000 SH   SOLE   5,000 0 0
QUALCOMM INC COM 747525103   1,210,376 7,600 SH   SOLE   7,600 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   397,488 16,900 SH   SOLE   16,900 0 0
RELIANCE INC COM 759509102   816,140 2,600 SH   SOLE   2,600 0 0
REPUBLIC SVCS INC COM 760759100   44,825,562 181,767 SH   SOLE   181,767 0 0
RESMED INC COM 761152107   877,200 3,400 SH   SOLE   3,400 0 0
RPM INTL INC COM 749685103   746,912 6,800 SH   SOLE   6,800 0 0
S&P GLOBAL INC COM 78409V104   1,265,496 2,400 SH   SOLE   2,400 0 0
SALESFORCE INC COM 79466L302   41,579,773 152,480 SH   SOLE   152,480 0 0
SEA LTD SPONSORD ADS 81141R100   255,904 1,600 SH   SOLE   1,600 0 0
SHERWIN WILLIAMS CO COM 824348106   24,464,058 71,249 SH   SOLE   71,249 0 0
SIMON PPTY GROUP INC NEW COM 828806109   835,952 5,200 SH   SOLE   5,200 0 0
STEEL DYNAMICS INC COM 858119100   576,045 4,500 SH   SOLE   4,500 0 0
SYNCHRONY FINANCIAL COM 87165B103   934,360 14,000 SH   SOLE   14,000 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   927,685 5,500 SH   SOLE   5,500 0 0
TESLA INC COM 88160R101   2,477,748 7,800 SH   SOLE   7,800 0 0
TEXAS INSTRS INC COM 882508104   9,108,290 43,870 SH   SOLE   43,870 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   316,917 300 SH   SOLE   300 0 0
THE CIGNA GROUP COM 125523100   760,334 2,300 SH   SOLE   2,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   43,856,583 108,165 SH   SOLE   108,165 0 0
TJX COS INC NEW COM 872540109   1,173,155 9,500 SH   SOLE   9,500 0 0
T-MOBILE US INC COM 872590104   1,095,996 4,600 SH   SOLE   4,600 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   1,049,784 2,400 SH   SOLE   2,400 0 0
TRAVELERS COMPANIES INC COM 89417E109   936,390 3,500 SH   SOLE   3,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,883,405 63,059 SH   SOLE   63,059 0 0
UNITEDHEALTH GROUP INC COM 91324P102   37,146,893 119,072 SH   SOLE   119,072 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   416,645 2,300 SH   SOLE   2,300 0 0
VALERO ENERGY CORP COM 91913Y100   873,730 6,500 SH   SOLE   6,500 0 0
VERISIGN INC COM 92343E102   664,240 2,300 SH   SOLE   2,300 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   398,071 3,100 SH   SOLE   3,100 0 0
VISA INC COM CL A 92826C839   98,005,166 276,032 SH   SOLE   276,032 0 0
VISTRA CORP COM 92840M102   368,239 1,900 SH   SOLE   1,900 0 0
WABTEC COM 929740108   753,660 3,600 SH   SOLE   3,600 0 0
WALMART INC COM 931142103   35,810,655 366,237 SH   SOLE   366,237 0 0
WELLS FARGO CO NEW COM 949746101   21,169,227 264,219 SH   SOLE   264,219 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   788,683 30,700 SH   SOLE   30,700 0 0
WILLIAMS SONOMA INC COM 969904101   653,480 4,000 SH   SOLE   4,000 0 0
WIX COM LTD SHS M98068105   348,612 2,200 SH   SOLE   2,200 0 0
ZOETIS INC CL A 98978V103   35,313,475 226,441 SH   SOLE   226,441 0 0