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 LABORATORIES COM 002824100   68,343,723 665,664 SH   SOLE   665,664 0 0
ABBVIE INC COM 00287Y109   3,719,079 17,100 SH   SOLE   17,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   45,047,721 227,181 SH   SOLE   227,181 0 0
ADOBE INC COM 00724F101   58,446,399 240,441 SH   SOLE   240,441 0 0
ADVANCED MICRO DEVICES INC COM 007903107   406,860 2,000 SH   SOLE   2,000 0 0
AIRBNB INC COM CL A 009066101   2,045,736 16,200 SH   SOLE   16,200 0 0
ALPHABET INC CAP STK CL C 02079K107   46,648,026 162,616 SH   SOLE   162,616 0 0
ALPHABET INC CAP STK CL A 02079K305   258,179,995 897,830 SH   SOLE   897,830 0 0
AMAZON COM INC COM 023135106   305,907,393 1,468,802 SH   SOLE   1,468,802 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   16,490,511 219,143 SH   SOLE   219,143 0 0
AMPHENOL CORP CL A 032095101   53,994,156 427,338 SH   SOLE   427,338 0 0
ANALOG DEVICES INC COM 032654105   1,940,654 6,100 SH   SOLE   6,100 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   9,362,407 442,667 SH   SOLE   442,667 0 0
APPLE INC COM 037833100   236,865,761 933,314 SH   SOLE   933,314 0 0
APPLIED MATLS INC COM 038222105   32,930,783 96,348 SH   SOLE   96,348 0 0
APPLOVIN CORP COM CL A 03831W108   915,400 2,300 SH   SOLE   2,300 0 0
APTIV PLC COM SHS G3265R107   9,351,068 134,664 SH   SOLE   134,664 0 0
AT&T INC COM 00206R102   55,152,316 1,902,460 SH   SOLE   1,902,460 0 0
AUTOZONE INC COM 053332102   56,959,504 16,863 SH   SOLE   16,863 0 0
AVERY DENNISON CORP COM 053611109   1,208,760 7,000 SH   SOLE   7,000 0 0
BANK AMERICA CORP COM 060505104   6,542,250 134,200 SH   SOLE   134,200 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   958,400 2,000 SH   SOLE   2,000 0 0
BEST BUY INC COM 086516101   8,280,516 128,980 SH   SOLE   128,980 0 0
BLACKSTONE INC COM 09260D107   43,281,086 376,390 SH   SOLE   376,390 0 0
BOSTON SCIENTIFIC CORP COM 101137107   30,720,580 489,571 SH   SOLE   489,571 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   57,072,196 941,009 SH   SOLE   941,009 0 0
BROADCOM INC COM 11135F101   92,796,669 299,818 SH   SOLE   299,818 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   2,079,744 12,800 SH   SOLE   12,800 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   5,667,515 68,839 SH   SOLE   68,839 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209   2,574,085 15,500 SH   SOLE   15,500 0 0
CARDINAL HEALTH INC COM 14149Y108   5,521,742 26,131 SH   SOLE   26,131 0 0
CARLISLE COS INC COM 142339100   8,951,692 26,832 SH   SOLE   26,832 0 0
CENTENE CORP DEL COM 15135B101   1,286,125 39,283 SH   SOLE   39,283 0 0
CF INDUSTRIES HOLD COM 125269100   14,564,413 112,172 SH   SOLE   112,172 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108   4,208,149 19,493 SH   SOLE   19,493 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   7,749,327 54,248 SH   SOLE   54,248 0 0
CISCO SYS INC COM 17275R102   67,427,805 869,027 SH   SOLE   869,027 0 0
CITIGROUP INC COM NEW 172967424   240,112,333 2,117,206 SH   SOLE   2,117,206 0 0
CITIZENS FINL GROUP INC COM 174610105   15,932,290 265,671 SH   SOLE   265,671 0 0
COCA-COLA FEMSA SAB DE CV SPONS ADS REP 191241108   4,087,638 41,903 SH   SOLE   41,903 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   19,188,930 312,778 SH   SOLE   312,778 0 0
COMCAST CORP NEW CL A 20030N101   55,560,913 1,935,246 SH   SOLE   1,935,246 0 0
CONSOLIDATED EDISON INC COM 209115104   2,037,240 18,000 SH   SOLE   18,000 0 0
COREBRIDGE FINL INC COM 21871X109   4,237,250 177,588 SH   SOLE   177,588 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105   57,252,875 57,458 SH   SOLE   57,458 0 0
CURTISS WRIGHT CORP COM 231561101   2,152,339 3,160 SH   SOLE   3,160 0 0
CVS HEALTH CORP COM 126650100   10,305,165 143,486 SH   SOLE   143,486 0 0
DECKERS OUTDOOR CORP COM 243537107   9,278,543 92,702 SH   SOLE   92,702 0 0
DELL TECHNOLOGIES INC CL C 24703L202   30,619,108 186,554 SH   SOLE   186,554 0 0
DELTA AIR LINES INC COM NEW 247361702   6,728,241 101,207 SH   SOLE   101,207 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,521,472 129,600 SH   SOLE   129,600 0 0
DOMINOS PIZZA INC COM 25754A201   416,196 1,160 SH   SOLE   1,160 0 0
EBAY INC. COM 278642103   23,611,953 259,415 SH   SOLE   259,415 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   37,605,808 469,603 SH   SOLE   469,603 0 0
ELECTRONIC ARTS INC COM 285512109   1,202,833 5,900 SH   SOLE   5,900 0 0
ELI LILLY & CO COM 532457108   58,372,283 63,464 SH   SOLE   63,464 0 0
EMCOR GROUP INC COM 29084Q100   9,683,674 13,116 SH   SOLE   13,116 0 0
EOG RES INC COM 26875P101   33,606,164 232,456 SH   SOLE   232,456 0 0
EVEREST GROUP LTD COM G3223R108   8,890,320 27,200 SH   SOLE   27,200 0 0
EXELON CORP COM 30161N101   2,901,984 59,200 SH   SOLE   59,200 0 0
EXPEDIA GROUP INC COM NEW 30212P303   17,686,636 76,602 SH   SOLE   76,602 0 0
EXXON MOBIL CORP COM 30231G102   1,136,722 6,700 SH   SOLE   6,700 0 0
F5 INC COM 315616102   10,287,707 35,557 SH   SOLE   35,557 0 0
FAIR ISAAC CORP COM 303250104   22,868,842 21,422 SH   SOLE   21,422 0 0
FEDEX CORP COM 31428X106   36,504,532 102,489 SH   SOLE   102,489 0 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103   4,589,147 2,435 SH   SOLE   2,435 0 0
FISERV INC COM 337738108   19,192,019 343,943 SH   SOLE   343,943 0 0
FLEXTRONICS INTL LTD ORD Y2573F102   432,036 6,600 SH   SOLE   6,600 0 0
FORD MTR CO COM 345370860   7,988,438 692,239 SH   SOLE   692,239 0 0
FOX CORP CL B COM 35137L204   5,267,148 99,193 SH   SOLE   99,193 0 0
FOX CORP CL A COM 35137L105   10,634,523 182,098 SH   SOLE   182,098 0 0
GALLAGHER ARTHUR J & CO COM 363576109   27,199,199 125,585 SH   SOLE   125,585 0 0
GARTNER INC COM 366651107   2,957,791 18,680 SH   SOLE   18,680 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   6,963,824 97,834 SH   SOLE   97,834 0 0
GE VERNOVA INC COM 36828A101   23,541,240 26,969 SH   SOLE   26,969 0 0
GEN DIGITAL INC COM 668771108   6,785,654 360,364 SH   SOLE   360,364 0 0
GENERAL MILLS INC COM 370334104   12,387,114 332,808 SH   SOLE   332,808 0 0
GENERAL MTRS CO COM 37045V100   24,101,123 323,505 SH   SOLE   323,505 0 0
GILEAD SCIENCES INC COM 375558103   50,925,241 365,396 SH   SOLE   365,396 0 0
GLOBAL PMTS INC COM 37940X102   10,382,371 154,270 SH   SOLE   154,270 0 0
GODADDY INC CL A 380237107   7,240,569 87,584 SH   SOLE   87,584 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   3,485,479 4,120 SH   SOLE   4,120 0 0
GRACO INC COM 384109104   829,570 9,800 SH   SOLE   9,800 0 0
HCA HEALTHCARE INC COM 40412C101   51,704,783 109,257 SH   SOLE   109,257 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   19,109,311 802,575 SH   SOLE   802,575 0 0
HP INC COM 40434L105   11,428,567 594,928 SH   SOLE   594,928 0 0
INGERSOLL RAND INC COM 45687V106   27,117,736 338,464 SH   SOLE   338,464 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   28,358,604 422,821 SH   SOLE   422,821 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   42,171,329 268,129 SH   SOLE   268,129 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   8,389,360 34,611 SH   SOLE   34,611 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   50,558,617 109,674 SH   SOLE   109,674 0 0
JABIL INC COM 466313103   19,915,875 74,976 SH   SOLE   74,976 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,196,432 9,400 SH   SOLE   9,400 0 0
JOHNSON & JOHNSON COM 478160104   733,320 3,000 SH   SOLE   3,000 0 0
JPMORGAN CHASE & CO COM 46625H100   67,123,782 228,188 SH   SOLE   228,188 0 0
KEYCORP COM 493267108   1,545,855 77,100 SH   SOLE   77,100 0 0
KROGER CO COM 501044101   8,225,234 113,671 SH   SOLE   113,671 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   869,778 2,520 SH   SOLE   2,520 0 0
LAM RESEARCH CORP COM NEW 512807306   70,857,775 331,638 SH   SOLE   331,638 0 0
LEIDOS HOLDINGS INC COM 525327102   12,773,013 82,131 SH   SOLE   82,131 0 0
LINDE PLC SHS G54950103   97,285,463 196,235 SH   SOLE   196,235 0 0
LOCKHEED MARTIN CORP COM 539830109   1,982,399 3,280 SH   SOLE   3,280 0 0
LULULEMON ATHLETICA INC COM 550021109   10,306,080 67,316 SH   SOLE   67,316 0 0
MARATHON PETE CORP COM 56585A102   927,884 3,800 SH   SOLE   3,800 0 0
MARRIOTT INTL INC NEW CL A 571903202   77,747,155 237,708 SH   SOLE   237,708 0 0
MARTIN MARIETTA MATLS INC COM 573284106   23,060,950 39,174 SH   SOLE   39,174 0 0
MASCO CORP COM 574599106   10,089,155 167,122 SH   SOLE   167,122 0 0
MASTERCARD INCORPORATED CL A 57636Q104   82,237,540 164,587 SH   SOLE   164,587 0 0
MCKESSON CORP COM 58155Q103   2,855,688 3,300 SH   SOLE   3,300 0 0
MERCADOLIBRE INC COM 58733R102   6,955,847 4,023 SH   SOLE   4,023 0 0
MERCK & CO INC COM 58933Y105   60,121,544 499,805 SH   SOLE   499,805 0 0
META PLATFORMS INC CL A 30303M102   139,536,786 243,890 SH   SOLE   243,890 0 0
METLIFE INC COM 59156R108   2,164,032 30,600 SH   SOLE   30,600 0 0
MICRON TECHNOLOGY INC COM 595112103   1,722,984 5,100 SH   SOLE   5,100 0 0
MICROSOFT CORP COM 594918104   236,112,935 637,850 SH   SOLE   637,850 0 0
MOODYS CORP COM 615369105   55,973,929 128,307 SH   SOLE   128,307 0 0
MSCI INC COM 55354G100   56,129,806 104,135 SH   SOLE   104,135 0 0
NASDAQ INC COM 631103108   2,826,837 33,300 SH   SOLE   33,300 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   1,715,879 16,537 SH   SOLE   16,537 0 0
NETAPP INC COM 64110D104   13,139,094 128,324 SH   SOLE   128,324 0 0
NETFLIX INC. COM 64110L106   22,633,710 235,400 SH   SOLE   235,400 0 0
NEWMONT CORP COM 651639106   38,944,778 359,767 SH   SOLE   359,767 0 0
NORDSON CORP COM 655663102   505,514 1,900 SH   SOLE   1,900 0 0
NRG ENERGY INC COM NEW 629377508   17,671,395 120,921 SH   SOLE   120,921 0 0
NVIDIA CORPORATION COM 67066G104   326,959,540 1,874,768 SH   SOLE   1,874,768 0 0
NVR INC COM 62944T105   1,891,281 287 SH   SOLE   287 0 0
NXP SEMICONDUCTORS N V COM N6596X109   9,041,386 45,928 SH   SOLE   45,928 0 0
OMNICOM GROUP INC COM 681919106   9,028,088 119,879 SH   SOLE   119,879 0 0
ON SEMICONDUCTOR CORP COM 682189105   8,884,591 143,485 SH   SOLE   143,485 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   365,700 2,500 SH   SOLE   2,500 0 0
PARKER-HANNIFIN CORP COM 701094104   2,918,482 3,260 SH   SOLE   3,260 0 0
PAYPAL HLDGS INC COM 70450Y103   12,049,272 266,400 SH   SOLE   266,400 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   2,064,036 20,200 SH   SOLE   20,200 0 0
PENTAIR PLC SHS G7S00T104   810,123 9,300 SH   SOLE   9,300 0 0
PINTEREST INC CL A 72352L106   4,155,844 226,600 SH   SOLE   226,600 0 0
PRICE T ROWE GROUP INC COM 74144T108   12,745,796 141,400 SH   SOLE   141,400 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   1,486,815 16,500 SH   SOLE   16,500 0 0
PROGRESSIVE CORP COM 743315103   26,896,014 135,674 SH   SOLE   135,674 0 0
PRUDENTIAL FINL INC COM 744320102   10,394,216 106,400 SH   SOLE   106,400 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106   1,303,295 16,100 SH   SOLE   16,100 0 0
PULTE GROUP INC COM 745867101   14,623,039 124,335 SH   SOLE   124,335 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100   1,073,034 9,300 SH   SOLE   9,300 0 0
QUALCOMM INC COM 747525103   46,698,461 362,622 SH   SOLE   362,622 0 0
RAYMOND JAMES FINL INC COM 754730109   347,496 2,400 SH   SOLE   2,400 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   17,356,740 664,500 SH   SOLE   664,500 0 0
REPUBLIC SVCS INC COM 760759100   48,747,719 222,572 SH   SOLE   222,572 0 0
RESMED INC COM 761152107   2,545,603 11,340 SH   SOLE   11,340 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,627,002 7,320 SH   SOLE   7,320 0 0
ROSS STORES INC COM 778296103   1,213,128 5,600 SH   SOLE   5,600 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   11,251,412 234,551 SH   SOLE   234,551 0 0
SALESFORCE INC COM 79466L302   57,009,765 305,404 SH   SOLE   305,404 0 0
SHERWIN WILLIAMS CO COM 824348106   34,571,959 107,852 SH   SOLE   107,852 0 0
SNAP ON INC COM 833034101   11,822,448 32,549 SH   SOLE   32,549 0 0
SS&C TECH HLDGS COM 78467J100   9,615,346 142,302 SH   SOLE   142,302 0 0
STATE STR CORP COM 857477103   22,387,958 176,896 SH   SOLE   176,896 0 0
STERIS PLC SHS USD G8473T100   2,653,560 12,000 SH   SOLE   12,000 0 0
SYNCHRONY FINANCIAL COM 87165B103   16,160,600 237,586 SH   SOLE   237,586 0 0
TAPESTRY INC COM 876030107   3,467,919 24,576 SH   SOLE   24,576 0 0
TARGET CORP COM 87612E106   26,920,944 222,120 SH   SOLE   222,120 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   39,133,979 187,226 SH   SOLE   187,226 0 0
TESLA INC COM 88160R101   10,629,076 28,592 SH   SOLE   28,592 0 0
TEXAS INSTRS INC COM 882508104   38,155,887 196,538 SH   SOLE   196,538 0 0
TEXTRON INC COM 883203101   9,998,476 114,190 SH   SOLE   114,190 0 0
THE CIGNA GROUP COM 125523100   33,047,124 123,888 SH   SOLE   123,888 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   66,814,656 135,932 SH   SOLE   135,932 0 0
TRUIST FINL CORP COM 89832Q109   4,155,688 90,400 SH   SOLE   90,400 0 0
TYSON FOODS INC CL A 902494103   794,468 12,400 SH   SOLE   12,400 0 0
UBER TECHNOLOGIES INC COM 90353T100   27,975,591 388,928 SH   SOLE   388,928 0 0
UNITED AIRLS HLDGS INC COM 910047109   4,649,535 50,500 SH   SOLE   50,500 0 0
UNITED PARCEL SVCS INC CL B 911312106   6,050,370 61,500 SH   SOLE   61,500 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   15,763,187 26,583 SH   SOLE   26,583 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   6,406,410 35,796 SH   SOLE   35,796 0 0
VALERO ENERGY CORP COM 91913Y100   2,619,048 10,600 SH   SOLE   10,600 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   61,218,448 1,219,491 SH   SOLE   1,219,491 0 0
VICI PPTYS INC COM 925652109   2,453,336 89,800 SH   SOLE   89,800 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   3,139,363 199,705 SH   SOLE   199,705 0 0
VISA INC COM CL A 92826C839   81,217,328 268,718 SH   SOLE   268,718 0 0
WALMART INC COM 931142103   46,976,721 377,991 SH   SOLE   377,991 0 0
WELLS FARGO & CO COM 949746101   42,536,817 534,315 SH   SOLE   534,315 0 0
WILLIAMS SONOMA INC COM 969904101   11,589,624 63,564 SH   SOLE   63,564 0 0
WORKDAY INC CL A 98138H101   10,705,408 82,400 SH   SOLE   82,400 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   1,714,456 8,200 SH   SOLE   8,200 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   11,097,699 122,735 SH   SOLE   122,735 0 0
ZOETIS INC CL A 98978V103   31,130,485 263,349 SH   SOLE   263,349 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   13,213,865 164,372 SH   SOLE   164,372 0 0