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   68,259,746 544,814 SH   SOLE   544,814 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   41,849,702 155,981 SH   SOLE   155,981 0 0
ADOBE INC COM 00724F101   63,194,544 180,561 SH   SOLE   180,561 0 0
ADVANCED MICRO DEVICES INC COM 007903107   449,736 2,100 SH   SOLE   2,100 0 0
ALPHABET INC CAP STK CL C 02079K107   46,416,041 147,916 SH   SOLE   147,916 0 0
ALPHABET INC CAP STK CL A 02079K305   288,538,425 921,848 SH   SOLE   921,848 0 0
AMAZON COM INC COM 023135106   501,801,719 2,173,996 SH   SOLE   2,173,996 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   21,399,734 250,143 SH   SOLE   250,143 0 0
AMERIPRISE FINL INC COM 03076C106   2,137,882 4,360 SH   SOLE   4,360 0 0
AMETEK INC COM 031100100   1,026,550 5,000 SH   SOLE   5,000 0 0
AMPHENOL CORP NEW CL A 032095101   108,666,210 804,101 SH   SOLE   804,101 0 0
ANALOG DEVICES INC COM 032654105   515,280 1,900 SH   SOLE   1,900 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   8,393,206 375,367 SH   SOLE   375,367 0 0
APPLE INC COM 037833100   215,618,419 793,123 SH   SOLE   793,123 0 0
APPLIED MATLS INC COM 038222105   173,788,184 676,245 SH   SOLE   676,245 0 0
APPLOVIN CORP COM CL A 03831W108   1,441,975 2,140 SH   SOLE   2,140 0 0
APTIV PLC COM SHS G3265R107   10,246,584 134,664 SH   SOLE   134,664 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   129,275,445 120,834 SH   SOLE   120,834 0 0
AT&T INC COM 00206R102   47,095,646 1,895,960 SH   SOLE   1,895,960 0 0
AUTOZONE INC COM 053332102   48,240,696 14,224 SH   SOLE   14,224 0 0
AVERY DENNISON CORP COM 053611109   2,582,696 14,200 SH   SOLE   14,200 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   985,194 1,960 SH   SOLE   1,960 0 0
BEST BUY INC COM 086516101   8,311,367 124,180 SH   SOLE   124,180 0 0
BLACKSTONE INC COM 09260D107   58,016,755 376,390 SH   SOLE   376,390 0 0
BOOKING HOLDINGS INC COM 09857L108   3,213,198 600 SH   SOLE   600 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   4,363,521 51,725 SH   SOLE   51,725 0 0
BOSTON SCIENTIFIC CORP COM 101137107   10,287,121 107,888 SH   SOLE   107,888 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   51,772,097 959,809 SH   SOLE   959,809 0 0
BROADCOM INC COM 11135F101   80,196,908 231,716 SH   SOLE   231,716 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   2,611,089 11,700 SH   SOLE   11,700 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   7,082,845 68,839 SH   SOLE   68,839 0 0
CARDINAL HEALTH INC COM 14149Y108   5,369,920 26,131 SH   SOLE   26,131 0 0
CARLISLE COS INC COM 142339100   8,582,484 26,832 SH   SOLE   26,832 0 0
CARVANA CO CL A 146869102   1,333,583 3,160 SH   SOLE   3,160 0 0
CBOE GLOBAL MKTS INC COM 12503M108   2,635,500 10,500 SH   SOLE   10,500 0 0
CENTENE CORP DEL COM 15135B101   1,616,495 39,283 SH   SOLE   39,283 0 0
CF INDS HLDGS INC COM 125269100   9,966,960 128,872 SH   SOLE   128,872 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   4,069,164 19,493 SH   SOLE   19,493 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   7,412,751 39,948 SH   SOLE   39,948 0 0
CISCO SYS INC COM 17275R102   66,355,722 861,427 SH   SOLE   861,427 0 0
CITIGROUP INC COM NEW 172967424   68,468,674 586,757 SH   SOLE   586,757 0 0
CITIZENS FINL GROUP INC COM 174610105   15,517,843 265,671 SH   SOLE   265,671 0 0
CME GROUP INC COM 12572Q105   2,861,878 10,480 SH   SOLE   10,480 0 0
COCA-COLA FEMSA SAB DE CV SPONS ADS REP 191241108   3,968,633 41,903 SH   SOLE   41,903 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   25,304,874 304,878 SH   SOLE   304,878 0 0
COMCAST CORP NEW CL A 20030N101   60,991,920 2,040,546 SH   SOLE   2,040,546 0 0
COREBRIDGE FINL INC COM 21871X109   5,357,830 177,588 SH   SOLE   177,588 0 0
COSTCO WHSL CORP NEW COM 22160K105   45,960,998 53,298 SH   SOLE   53,298 0 0
CVS HEALTH CORP COM 126650100   12,021,929 151,486 SH   SOLE   151,486 0 0
DECKERS OUTDOOR CORP COM 243537107   9,610,416 92,702 SH   SOLE   92,702 0 0
DELL TECHNOLOGIES INC CL C 24703L202   23,332,362 185,354 SH   SOLE   185,354 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   7,023,766 101,207 SH   SOLE   101,207 0 0
DOCUSIGN INC COM 256163106   6,897,251 100,837 SH   SOLE   100,837 0 0
EBAY INC. COM 278642103   24,668,026 283,215 SH   SOLE   283,215 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   37,288,606 437,403 SH   SOLE   437,403 0 0
ELECTRONIC ARTS INC COM 285512109   1,205,547 5,900 SH   SOLE   5,900 0 0
ELI LILLY & CO COM 532457108   63,861,785 59,424 SH   SOLE   59,424 0 0
EMCOR GROUP INC COM 29084Q100   19,379,060 31,676 SH   SOLE   31,676 0 0
EOG RES INC COM 26875P101   30,500,785 290,456 SH   SOLE   290,456 0 0
EVERGY INC COM 30034W106   710,402 9,800 SH   SOLE   9,800 0 0
EXELON CORP COM 30161N101   2,632,836 60,400 SH   SOLE   60,400 0 0
EXPEDIA GROUP INC COM NEW 30212P303   21,418,803 75,602 SH   SOLE   75,602 0 0
EXXON MOBIL CORP COM 30231G102   421,190 3,500 SH   SOLE   3,500 0 0
F5 INC COM 315616102   9,076,280 35,557 SH   SOLE   35,557 0 0
FAIR ISAAC CORP COM 303250104   22,427,765 13,266 SH   SOLE   13,266 0 0
FEDEX CORP COM 31428X106   28,969,481 100,289 SH   SOLE   100,289 0 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103   5,225,948 2,435 SH   SOLE   2,435 0 0
FISERV INC COM 337738108   23,102,651 343,943 SH   SOLE   343,943 0 0
FORD MTR CO COM 345370860   17,889,632 1,363,539 SH   SOLE   1,363,539 0 0
FOX CORP CL B COM 35137L204   6,167,895 94,993 SH   SOLE   94,993 0 0
FOX CORP CL A COM 35137L105   12,399,833 169,698 SH   SOLE   169,698 0 0
GALLAGHER ARTHUR J & CO COM 363576109   30,274,548 116,985 SH   SOLE   116,985 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   5,141,096 62,681 SH   SOLE   62,681 0 0
GEN DIGITAL INC COM 668771108   9,085,919 334,164 SH   SOLE   334,164 0 0
GENERAL MLS INC COM 370334104   15,475,572 332,808 SH   SOLE   332,808 0 0
GENERAL MTRS CO COM 37045V100   26,307,427 323,505 SH   SOLE   323,505 0 0
GILEAD SCIENCES INC COM 375558103   55,244,783 450,096 SH   SOLE   450,096 0 0
GLOBAL PMTS INC COM 37940X102   11,716,038 151,370 SH   SOLE   151,370 0 0
GODADDY INC CL A 380237107   10,383,511 83,684 SH   SOLE   83,684 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   140,639,980 160,000 SH   SOLE   160,000 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   1,970,540 14,300 SH   SOLE   14,300 0 0
HCA HEALTHCARE INC COM 40412C101   51,810,722 110,977 SH   SOLE   110,977 0 0
HEICO CORP NEW CL A 422806208   328,159 1,300 SH   SOLE   1,300 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   19,277,851 802,575 SH   SOLE   802,575 0 0
HOLOGIC INC COM 436440101   10,134,886 136,057 SH   SOLE   136,057 0 0
HOWMET AEROSPACE INC COM 443201108   2,706,264 13,200 SH   SOLE   13,200 0 0
HP INC COM 40434L105   12,943,076 580,928 SH   SOLE   580,928 0 0
INGERSOLL RAND INC COM 45687V106   24,975,214 315,264 SH   SOLE   315,264 0 0
INTEL CORP COM 458140100   114,389,984 3,100,000 SH   SOLE   3,100,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   16,950,894 263,581 SH   SOLE   263,581 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   52,038,720 321,306 SH   SOLE   321,306 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   10,038,853 33,891 SH   SOLE   33,891 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   57,855,940 102,154 SH   SOLE   102,154 0 0
JABIL INC COM 466313103   17,324,048 75,976 SH   SOLE   75,976 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,245,124 9,400 SH   SOLE   9,400 0 0
JOHNSON & JOHNSON COM 478160104   6,643,094 32,100 SH   SOLE   32,100 0 0
JPMORGAN CHASE & CO. COM 46625H100   36,373,160 112,883 SH   SOLE   112,883 0 0
KROGER CO COM 501044101   24,271,668 388,471 SH   SOLE   388,471 0 0
LAM RESEARCH CORP COM NEW 512807306   172,194,570 1,005,927 SH   SOLE   1,005,927 0 0
LEIDOS HOLDINGS INC COM 525327102   16,169,432 89,631 SH   SOLE   89,631 0 0
LINDE PLC SHS G54950103   77,941,960 182,795 SH   SOLE   182,795 0 0
LULULEMON ATHLETICA INC COM 550021109   13,988,938 67,316 SH   SOLE   67,316 0 0
MARATHON PETE CORP COM 56585A102   2,585,817 15,900 SH   SOLE   15,900 0 0
MARRIOTT INTL INC NEW CL A 571903202   75,635,892 243,798 SH   SOLE   243,798 0 0
MARTIN MARIETTA MATLS INC COM 573284106   19,273,818 30,954 SH   SOLE   30,954 0 0
MASCO CORP COM 574599106   10,586,524 166,822 SH   SOLE   166,822 0 0
MASTERCARD INCORPORATED CL A 57636Q104   83,957,609 147,067 SH   SOLE   147,067 0 0
MCKESSON CORP COM 58155Q103   9,436,616 11,504 SH   SOLE   11,504 0 0
MERCADOLIBRE INC COM 58733R102   8,103,368 4,023 SH   SOLE   4,023 0 0
MERCK & CO INC COM 58933Y105   69,356,340 658,905 SH   SOLE   658,905 0 0
META PLATFORMS INC CL A 30303M102   160,223,646 242,730 SH   SOLE   242,730 0 0
MICRON TECHNOLOGY INC COM 595112103   342,492 1,200 SH   SOLE   1,200 0 0
MICROSOFT CORP COM 594918104   818,268,536 1,691,966 SH   SOLE   1,691,966 0 0
MOODYS CORP COM 615369105   61,050,151 119,507 SH   SOLE   119,507 0 0
MSCI INC COM 55354G100   56,302,994 98,135 SH   SOLE   98,135 0 0
NASDAQ INC COM 631103108   2,972,178 30,600 SH   SOLE   30,600 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   1,774,379 21,198 SH   SOLE   21,198 0 0
NETAPP INC COM 64110D104   13,271,021 123,924 SH   SOLE   123,924 0 0
NETFLIX INC COM 64110L106   22,044,851 235,120 SH   SOLE   235,120 0 0
NEWMONT CORP COM 651639106   34,185,345 342,367 SH   SOLE   342,367 0 0
NRG ENERGY INC COM NEW 629377508   21,325,580 133,921 SH   SOLE   133,921 0 0
NVIDIA CORPORATION COM 67066G104   317,063,429 1,700,072 SH   SOLE   1,700,072 0 0
NVR INC COM 62944T105   3,989,145 547 SH   SOLE   547 0 0
NXP SEMICONDUCTORS N V COM N6596X109   9,969,132 45,928 SH   SOLE   45,928 0 0
OMNICOM GROUP INC COM 681919106   9,680,229 119,879 SH   SOLE   119,879 0 0
ON SEMICONDUCTOR CORP COM 682189105   7,769,713 143,485 SH   SOLE   143,485 0 0
ORACLE CORP COM 68389X105   304,060 1,560 SH   SOLE   1,560 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   114,734,943 645,485 SH   SOLE   645,485 0 0
PARKER-HANNIFIN CORP COM 701094104   2,865,410 3,260 SH   SOLE   3,260 0 0
PENTAIR PLC SHS G7S00T104   1,228,852 11,800 SH   SOLE   11,800 0 0
PROGRESSIVE CORP COM 743315103   28,777,887 126,374 SH   SOLE   126,374 0 0
PULTE GROUP INC COM 745867101   14,579,522 124,335 SH   SOLE   124,335 0 0
PURE STORAGE INC CL A 74624M102   522,678 7,800 SH   SOLE   7,800 0 0
QFIN HOLDINGS INC AMERICAN DEP 88557W101   1,149,282 59,641 SH   SOLE   59,641 0 0
QUALCOMM INC COM 747525103   60,863,353 355,822 SH   SOLE   355,822 0 0
RELIANCE INC COM 759509102   9,287,170 32,150 SH   SOLE   32,150 0 0
REPUBLIC SVCS INC COM 760759100   43,927,155 207,272 SH   SOLE   207,272 0 0
RESMED INC COM 761152107   2,509,865 10,420 SH   SOLE   10,420 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,598,988 6,680 SH   SOLE   6,680 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   9,063,051 234,551 SH   SOLE   234,551 0 0
S&P GLOBAL INC COM 78409V104   668,915 1,280 SH   SOLE   1,280 0 0
SALESFORCE INC COM 79466L302   43,896,647 165,704 SH   SOLE   165,704 0 0
SHERWIN WILLIAMS CO COM 824348106   28,174,733 86,951 SH   SOLE   86,951 0 0
SNAP ON INC COM 833034101   11,216,385 32,549 SH   SOLE   32,549 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   12,405,073 141,902 SH   SOLE   141,902 0 0
STATE STR CORP COM 857477103   22,821,353 176,896 SH   SOLE   176,896 0 0
SYNCHRONY FINANCIAL COM 87165B103   19,604,882 234,986 SH   SOLE   234,986 0 0
TAPESTRY INC COM 876030107   7,139,277 55,876 SH   SOLE   55,876 0 0
TARGET CORP COM 87612E106   27,469,705 281,020 SH   SOLE   281,020 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   41,253,478 181,326 SH   SOLE   181,326 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   612,876 1,200 SH   SOLE   1,200 0 0
TESLA INC COM 88160R101   355,339,465 790,135 SH   SOLE   790,135 0 0
TEXAS INSTRS INC COM 882508104   228,311,423 1,315,992 SH   SOLE   1,315,992 0 0
TEXTRON INC COM 883203101   9,544,243 109,490 SH   SOLE   109,490 0 0
THE CIGNA GROUP COM 125523100   34,097,694 123,888 SH   SOLE   123,888 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   73,365,324 126,612 SH   SOLE   126,612 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   249,088 640 SH   SOLE   640 0 0
TRAVELERS COMPANIES INC COM 89417E109   301,662 1,040 SH   SOLE   1,040 0 0
TYSON FOODS INC CL A 902494103   1,641,360 28,000 SH   SOLE   28,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   20,753,768 253,993 SH   SOLE   253,993 0 0
UNITED AIRLS HLDGS INC COM 910047109   5,646,910 50,500 SH   SOLE   50,500 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   12,952,567 26,583 SH   SOLE   26,583 0 0
UNITEDHEALTH GROUP INC COM 91324P102   38,976,748 118,072 SH   SOLE   118,072 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   8,065,868 36,996 SH   SOLE   36,996 0 0
VALERO ENERGY CORP COM 91913Y100   1,237,204 7,600 SH   SOLE   7,600 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   53,555,510 1,314,891 SH   SOLE   1,314,891 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   3,532,781 199,705 SH   SOLE   199,705 0 0
VISA INC COM CL A 92826C839   87,957,367 250,798 SH   SOLE   250,798 0 0
WABTEC COM 929740108   1,408,770 6,600 SH   SOLE   6,600 0 0
WALMART INC COM 931142103   39,159,612 351,491 SH   SOLE   351,491 0 0
WEC ENERGY GROUP INC COM 92939U106   337,472 3,200 SH   SOLE   3,200 0 0
WELLS FARGO CO NEW COM 949746101   50,115,038 537,715 SH   SOLE   537,715 0 0
WILLIAMS SONOMA INC COM 969904101   13,405,680 75,064 SH   SOLE   75,064 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   330,235 1,360 SH   SOLE   1,360 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   11,036,331 122,735 SH   SOLE   122,735 0 0
ZOETIS INC CL A 98978V103   33,134,571 263,349 SH   SOLE   263,349 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   13,312,131 154,272 SH   SOLE   154,272 0 0