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
ACCENTURE PLC SHS CLASS A G1151C101   1,004,580 3,574 SH   SOLE   3,574 0 0
ADOBE INC COM 00724F101   9,747,785 28,425 SH   SOLE   28,425 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,006,090 72,489 SH   SOLE   72,489 0 0
AERCAP HOLDINGS NV SHS N00985106   2,779,332 45,266 SH   SOLE   45,266 0 0
AGNICO EAGLE MINES LTD COM 008474108   11,154,575 204,521 SH   SOLE   204,521 0 0
ALCOA CORP COM 013872106   4,432,062 85,314 SH   SOLE   85,314 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102   1,883,798 16,378 SH   SOLE   16,378 0 0
ALIGN TECHNOLOGY INC COM 016255101   4,058,929 17,334 SH   SOLE   17,334 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   3,649,690 16,205 SH   SOLE   16,205 0 0
ALPHABET INC CAP STK CL C 02079K107   6,732,397 72,972 SH   SOLE   72,972 0 0
ALPHABET INC CAP STK CL A 02079K305   1,762,584 19,259 SH   SOLE   19,259 0 0
ALPHABET INC CAP STK CL A 02079K305   9,189,798 100,413 SH   SOLE   100,413 0 0
AMAZON.COM INC COM 023135106   1,017,748 10,703 SH   SOLE   10,703 0 0
AMAZON.COM INC COM 023135106   13,339,130 140,279 SH   SOLE   140,279 0 0
AMERICAN TOWER CORP COM 03027X100   10,598,227 46,459 SH   SOLE   46,459 0 0
AMGEN INC COM 031162100   763,329 2,797 SH   SOLE   2,797 0 0
ANALOG DEVICES INC COM 032654105   1,186,662 6,989 SH   SOLE   6,989 0 0
APPLE INC COM 037833100   2,398,415 17,967 SH   SOLE   17,967 0 0
APPLE INC COM 037833100   12,436,996 93,168 SH   SOLE   93,168 0 0
AUTODESK INC COM 052769106   5,153,396 25,776 SH   SOLE   25,776 0 0
BAIDU INC SPON ADR REP A 056752108   1,535,771 11,079 SH   SOLE   11,079 0 0
BAKER HUGHES CO CL A 05722G100   7,534,821 244,399 SH   SOLE   244,399 0 0
BANK NY MELLON CORP COM 064058100   3,681,386 76,409 SH   SOLE   76,409 0 0
BANK OF AMERICA CORP COM 060505104   1,375,819 40,018 SH   SOLE   40,018 0 0
BAXTER INTERNATIONAL INC COM 071813109   440,041 9,684 SH   SOLE   9,684 0 0
BECTON DICKINSON AND CO COM 075887109   712,097 2,780 SH   SOLE   2,780 0 0
BLACKROCK INC COM 09247X101   1,310,765 1,734 SH   SOLE   1,734 0 0
BROADCOM INC COM 11135F101   1,284,049 2,221 SH   SOLE   2,221 0 0
CARDINAL HEALTH INC COM 14149Y108   7,191,350 93,980 SH   SOLE   93,980 0 0
CDW CORP DE COM 12514G108   3,941,766 20,683 SH   SOLE   20,683 0 0
CENTENE CORP COM 15135B101   3,562,588 45,418 SH   SOLE   45,418 0 0
CHEVRON CORP COM 166764100   1,984,841 11,329 SH   SOLE   11,329 0 0
CHUBB LTD COM H1467J104   8,432,533 37,543 SH   SOLE   37,543 0 0
CISCO SYSTEMS INC/DELAWARE COM 17275R102   1,033,902 21,010 SH   SOLE   21,010 0 0
CISCO SYSTEMS INC/DELAWARE COM 17275R102   4,603,792 93,554 SH   SOLE   93,554 0 0
CME GROUP INC COM 12572Q105   5,853,730 33,328 SH   SOLE   33,328 0 0
CNH INDUSTRIAL NV SHS N20944109   1,213,367 71,712 SH   SOLE   71,712 0 0
COCA COLA CO/THE COM 191216100   1,054,480 17,005 SH   SOLE   17,005 0 0
COCA COLA CO/THE COM 191216100   8,322,796 134,217 SH   SOLE   134,217 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A 192446102   3,871,179 62,946 SH   SOLE   62,946 0 0
COMCAST CORP CL A 20030N101   10,748,844 283,237 SH   SOLE   283,237 0 0
CONSTELLATION BRANDS INC CL A 21036P108   6,409,806 28,790 SH   SOLE   28,790 0 0
COSTCO WHOLESALE CORP COM 22160K105   1,219,977 2,519 SH   SOLE   2,519 0 0
CSX CORP COM 126408103   1,092,689 33,673 SH   SOLE   33,673 0 0
DANAHER CORP COM 235851102   8,959,885 32,723 SH   SOLE   32,723 0 0
EATON CORP PLC SHS G29183103   1,144,035 6,972 SH   SOLE   6,972 0 0
EATON CORP PLC SHS G29183103   3,516,285 21,429 SH   SOLE   21,429 0 0
ELI LILLY & CO COM 532457108   1,046,270 2,903 SH   SOLE   2,903 0 0
ESTEE LAUDER COS INC/THE CL A 518439104   7,786,249 29,537 SH   SOLE   29,537 0 0
EXELON CORP COM 30161N101   648,858 14,700 SH   SOLE   14,700 0 0
EXXON MOBIL CORP COM 30231G102   6,758,154 60,682 SH   SOLE   60,682 0 0
FERRARI NV COM N3167Y103   1,523,789 6,520 SH   SOLE   6,520 0 0
FREEPORT-MCMORAN INC CL B 35671D857   6,077,503 134,102 SH   SOLE   134,102 0 0
GILEAD SCIENCES INC COM 375558103   5,553,044 63,689 SH   SOLE   63,689 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   810,079 12,167 SH   SOLE   12,167 0 0
HEWLETT PACKARD ENTERPRISE CO COM 42824C109   7,468,978 441,690 SH   SOLE   441,690 0 0
HOME DEPOT INC/THE COM 437076102   1,201,837 3,653 SH   SOLE   3,653 0 0
HOME DEPOT INC/THE COM 437076102   11,779,516 35,804 SH   SOLE   35,804 0 0
IBM-INTL BUSIN MACHINES CORP COM 459200101   8,603,895 59,231 SH   SOLE   59,231 0 0
ICICI BANK LTD ADR 45104G104   1,119,883 52,209 SH   SOLE   52,209 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,754,541 96,829 SH   SOLE   96,829 0 0
IQVIA HOLDINGS INC COM 46266C105   4,065,519 18,352 SH   SOLE   18,352 0 0
ITAU UNIBANCO HOLDING SA SPON ADR REP PFD 465562106   500,176 98,654 SH   SOLE   98,654 0 0
JD COM INC SPON ADR CL A 47215P106   1,640,112 26,017 SH   SOLE   26,017 0 0
JOHNSON & JOHNSON COM 478160104   1,038,612 5,939 SH   SOLE   5,939 0 0
JPMORGAN CHASE & CO COM 46625H100   1,565,811 11,214 SH   SOLE   11,214 0 0
JPMORGAN CHASE & CO COM 46625H100   5,622,342 40,266 SH   SOLE   40,266 0 0
LAS VEGAS SANDS CORP COM 517834107   7,776,501 146,065 SH   SOLE   146,065 0 0
LINDE PLC SHS G5494J103   442,680 1,343 SH   SOLE   1,343 0 0
MAKEMYTRIP LTD SHS V5633W109   559,795 20,611 SH   SOLE   20,611 0 0
MASTERCARD INC CL A 57636Q104   2,360,869 6,248 SH   SOLE   6,248 0 0
MCDONALD S CORP COM 580135101   1,244,053 4,628 SH   SOLE   4,628 0 0
MEDTRONIC PLC SHS G5960L103   1,037,493 12,917 SH   SOLE   12,917 0 0
MEDTRONIC PLC SHS G5960L103   6,049,140 75,313 SH   SOLE   75,313 0 0
META PLATFORMS INC CL A 30303M102   12,931,260 97,308 SH   SOLE   97,308 0 0
MICRON TECHNOLOGY INC COM 595112103   5,626,537 96,909 SH   SOLE   96,909 0 0
MICROSOFT CORP COM 594918104   2,540,658 10,776 SH   SOLE   10,776 0 0
MICROSOFT CORP COM 594918104   19,308,148 81,894 SH   SOLE   81,894 0 0
MKS INSTRUMENTS INC COM 55306N104   2,342,249 23,683 SH   SOLE   23,683 0 0
MODERNA INC COM 60770K107   264,282 1,416 SH   SOLE   1,416 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   4,415,271 16,703 SH   SOLE   16,703 0 0
NATIONAL INSTRUMENTS CORP COM 636518102   3,621,985 93,206 SH   SOLE   93,206 0 0
NETEASE INC SPONSORED ADS 64110W102   1,126,688 13,397 SH   SOLE   13,397 0 0
NETFLIX INC COM 64110L106   9,916,960 30,303 SH   SOLE   30,303 0 0
NEW ORIENTAL EDUCATION & TECHN SPON ADR 647581206   1,032,745 25,582 SH   SOLE   25,582 0 0
NEXTERA ENERGY INC COM 65339F101   1,184,900 13,940 SH   SOLE   13,940 0 0
NEXTERA ENERGY INC COM 65339F101   6,863,920 80,752 SH   SOLE   80,752 0 0
NIKE INC CL B 654106103   1,230,143 9,615 SH   SOLE   9,615 0 0
NORFOLK SOUTHERN CORP COM 655844108   4,735,260 18,487 SH   SOLE   18,487 0 0
PAYPAL HOLDINGS INC COM 70450Y103   699,006 8,900 SH   SOLE   8,900 0 0
PEPSICO INC COM 713448108   1,040,168 5,842 SH   SOLE   5,842 0 0
PFIZER INC COM 717081103   1,105,727 23,303 SH   SOLE   23,303 0 0
PFIZER INC COM 717081103   10,876,869 229,228 SH   SOLE   229,228 0 0
PROCTER & GAMBLE CO/THE COM 742718109   1,082,191 7,183 SH   SOLE   7,183 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   1,067,300 10,673 SH   SOLE   10,673 0 0
QUALCOMM INC COM 747525103   1,026,323 8,669 SH   SOLE   8,669 0 0
ROCKWELL AUTOMATION INC COM 773903109   7,180,083 25,634 SH   SOLE   25,634 0 0
SALESFORCE INC COM 79466L302   3,230,111 22,292 SH   SOLE   22,292 0 0
SCHLUMBERGER LTD COM STK 806857108   5,335,982 94,744 SH   SOLE   94,744 0 0
SPIRIT AEROSYSTEMS HOLDINGS IN COM CL A 848574109   3,443,722 103,353 SH   SOLE   103,353 0 0
STANLEY BLACK & DECKER INC COM 854502101   3,574,832 41,655 SH   SOLE   41,655 0 0
STARBUCKS CORP COM 855244109   1,148,253 10,802 SH   SOLE   10,802 0 0
STELLANTIS NV SHS N82405106   1,766,298 111,791 SH   SOLE   111,791 0 0
STRYKER CORP COM 863667101   1,192,855 4,609 SH   SOLE   4,609 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   79,592 8,893 SH   SOLE   8,893 0 0
TARGET CORP COM 87612E106   1,020,428 6,419 SH   SOLE   6,419 0 0
TARGET CORP COM 87612E106   4,881,333 30,706 SH   SOLE   30,706 0 0
TESLA INC COM 88160R101   320,372 2,600 SH   SOLE   2,600 0 0
TEXAS INSTRUMENTS INC COM 882508104   973,232 5,441 SH   SOLE   5,441 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   284,289 488 SH   SOLE   488 0 0
TJX COS INC COM 872540109   1,191,516 14,483 SH   SOLE   14,483 0 0
TJX COS INC COM 872540109   3,562,373 43,301 SH   SOLE   43,301 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,210,857 33,156 SH   SOLE   33,156 0 0
TRUIST FINANCIAL CORP COM 89832Q109   1,036,184 22,346 SH   SOLE   22,346 0 0
UBS GROUP AG SHS H42097107   2,794,089 136,831 SH   SOLE   136,831 0 0
ULTA BEAUTY INC COM 90384S303   5,238,540 10,614 SH   SOLE   10,614 0 0
UNION PACIFIC CORP COM 907818108   788,477 3,680 SH   SOLE   3,680 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,053,531 4,162 SH   SOLE   4,162 0 0
VALERO ENERGY CORP COM 91913Y100   1,357,376 10,160 SH   SOLE   10,160 0 0
VISA INC COM CL A 92826C839   9,287,334 41,816 SH   SOLE   41,816 0 0
WALT DISNEY CO/THE COM 254687106   850,209 8,826 SH   SOLE   8,826 0 0
WALT DISNEY CO/THE COM 254687106   7,504,396 77,903 SH   SOLE   77,903 0 0
WELLS FARGO & CO COM 949746101   4,686,099 109,642 SH   SOLE   109,642 0 0
WEYERHAEUSER CO COM NEW 962166104   4,129,618 129,293 SH   SOLE   129,293 0 0
YANDEX NV SHS CLASS A N97284108   161,412 10,833 SH   SOLE   10,833 0 0
YUM CHINA HOLDINGS INC COM 98850P109   1,221,625 20,374 SH   SOLE   20,374 0 0