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
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 17,701,461 87,015 SH   SOLE   87,015 0 0
ALPHABET INC COM 02079K107 BBG009S3NB30 178,980,273 623,929 SH   SOLE   623,929 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 245,022,990 1,176,468 SH   SOLE   1,176,468 0 0
AMEREN CORP COM 023608102 BBG000B9X8C0 27,022,513 245,838 SH   SOLE   245,838 0 0
AMERICAN TOWER CORP COM 03027X100 BBG000B9XYV2 107,175,286 621,018 SH   SOLE   621,018 0 0
API GROUP CORP COM 00187Y100 BBG00HXKRGY9 88,513,995 2,184,452 SH   SOLE   2,184,452 0 0
APPLE INC COM 037833100 BBG000B9XRY4 137,400,383 541,394 SH   SOLE   541,394 0 0
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 27,187,686 79,545 SH   SOLE   79,545 0 0
ARAMARK COM 03852U106 BBG001KY4N87 244,797,993 6,038,431 SH   SOLE   6,038,431 0 0
BANK AMERICA CORP COM 060505104 BBG000BCTLF6 155,584,260 3,191,472 SH   SOLE   3,191,472 0 0
BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 43,944,370 279,491 SH   SOLE   279,491 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LW92 138,691,368 2,210,221 SH   SOLE   2,210,221 0 0
BP PLC COM 055622104 BBG000BT4FC2 41,360,000 880,000 SH   SOLE   880,000 0 0
BROADCOM INC COM 11135F101 BBG00KHY5S69 78,356,171 253,162 SH   SOLE   253,162 0 0
CANADIAN PACIFIC KANSAS CIT COM 13646K108 BBG000DMM476 32,822,828 299,834 SH   SOLE   299,834 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HYS8 13,167,249 233,835 SH   SOLE   233,835 0 0
CBRE GROUP INC COM 12504L109 BBG000C04224 14,299,699 105,564 SH   SOLE   105,564 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG000FDBX90 14,234,859 329,816 SH   SOLE   329,816 0 0
CHENIERE ENERGY INC COM 16411R208 BBG000C3HSR0 18,069,837 63,680 SH   SOLE   63,680 0 0
CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HY77 5,577,210 93,000 SH   SOLE   93,000 0 0
CONOCOPHILLIPS COM 20825C104 BBG000BQQH30 86,849,004 657,947 SH   SOLE   657,947 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRNP7 418,875 1,500 SH   SOLE   1,500 0 0
CROWN CASTLE INC COM 22822V101 BBG000FV1Z23 147,150,122 1,809,742 SH   SOLE   1,809,742 0 0
DANAHER CORP DEL COM 235851102 BBG000BH3JF8 25,802,474 136,089 SH   SOLE   136,089 0 0
DUKE ENERGY CORP NEW COM 26441C204 BBG000BHGDH5 72,448,185 553,293 SH   SOLE   553,293 0 0
ELI LILLY & CO COM 532457108 BBG000BNBDC2 22,774,425 24,761 SH   SOLE   24,761 0 0
EQUIFAX INC COM 294429105 BBG000BHPL78 6,818,711 37,867 SH   SOLE   37,867 0 0
FISERV INC COM 337738108 BBG000BJKPG0 32,810,400 588,000 SH   SOLE   588,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHXQ3 77,660,607 358,577 SH   SOLE   358,577 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 BBG000GQ7K93 11,730,293 1,180,110 SH   SOLE   1,180,110 0 0
GXO LOGISTICS INCORPORATED COM 36262G101 BBG00YDGX945 51,853,215 1,000,062 SH   SOLE   1,000,062 0 0
HALEON PLC COM 405552100 BBG018GZNCH6 1,801,800 180,000 SH   SOLE   180,000 0 0
HCA HEALTHCARE INC COM 40412C101 BBG000QW7VC1 76,521,962 161,698 SH   SOLE   161,698 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH30 16,420,320 54,000 SH   SOLE   54,000 0 0
INTERACTIVE BROKERS GROUP I COM 45841N107 BBG000LV0836 16,050,589 239,311 SH   SOLE   239,311 0 0
INTERCONTINENTAL EXCHANGE I COM 45866F104 BBG000C1FB75 30,992,653 197,054 SH   SOLE   197,054 0 0
INTUIT COM 461202103 BBG000BH5DV1 164,511,078 380,478 SH   SOLE   380,478 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FYS2 1,148,075 6,732 SH   SOLE   6,732 0 0
JONES LANG LASALLE INC COM 48020Q107 BBG000C2L2L0 43,822,080 144,000 SH   SOLE   144,000 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG000DMBXR2 55,453,572 188,515 SH   SOLE   188,515 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG0019JZ882 1,754,524 52,327 SH   SOLE   52,327 0 0
LIFE360 INC COM 532206109 BBG00256NGB3 6,112,264 149,737 SH   SOLE   149,737 0 0
LOWES COS INC COM 548661107 BBG000BNDN65 18,489,619 78,253 SH   SOLE   78,253 0 0
MASTERCARD INCORPORATED COM 57636Q104 BBG000F1ZSQ2 43,426,450 86,912 SH   SOLE   86,912 0 0
MCDONALDS CORP COM 580135101 BBG000BNSZP1 22,062,982 70,990 SH   SOLE   70,990 0 0
META PLATFORMS INC COM 30303M102 BBG000MM2P62 129,118,298 225,680 SH   SOLE   225,680 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG000C5Z1S3 88,414,079 261,704 SH   SOLE   261,704 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 273,899,518 739,929 SH   SOLE   739,929 0 0
NATIONAL GRID PLC COM 636274409 BBG000L4Y5K6 150,051,890 1,773,663 SH   SOLE   1,773,663 0 0
NETFLIX INC. COM 64110L106 BBG000CL9VN6 87,575,824 910,825 SH   SOLE   910,825 0 0
NEWMONT CORP COM 651639106 BBG000BPWXK1 47,090,266 435,014 SH   SOLE   435,014 0 0
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 1,334,407 14,367 SH   SOLE   14,367 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 213,159,877 1,222,247 SH   SOLE   1,222,247 0 0
PROLOGIS INC. COM 74340W103 BBG000B9Z0J8 49,246,567 372,572 SH   SOLE   372,572 0 0
PULTE GROUP INC COM 745867101 BBG000BR54L0 57,665,124 490,308 SH   SOLE   490,308 0 0
RESMED INC COM 761152107 BBG000L4M7F1 33,672,000 150,000 SH   SOLE   150,000 0 0
RIO TINTO PLC COM 767204100 BBG000FD28T3 62,629,215 671,339 SH   SOLE   671,339 0 0
RYANAIR HOLDINGS PLC COM 783513203 BBG000J9CBT0 58,238,933 1,007,594 SH   SOLE   1,007,594 0 0
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 22,473,690 52,837 SH   SOLE   52,837 0 0
SALESFORCE INC COM 79466L302 BBG000BN2DC2 92,584,960 495,982 SH   SOLE   495,982 0 0
SBA COMMUNICATIONS CORP COM 78410G104 BBG000D2M0Z7 12,238,742 71,110 SH   SOLE   71,110 0 0
SERVICENOW INC COM 81762P102 BBG000M1R011 2,311,810 22,112 SH   SOLE   22,112 0 0
SHELL PLC COM 780259305 BBG0147BN6G2 205,483,128 2,209,496 SH   SOLE   2,209,496 0 0
SLB LIMITED COM 806857108 BBG000BT41Q8 6,552,431 127,504 SH   SOLE   127,504 0 0
TAIWAN SEMICONDUCTOR MANUFA COM 874039100 BBG000BD8ZK0 216,904,083 641,823 SH   SOLE   641,823 0 0
TC ENERGY CORP COM 87807B107 BBG000D07ZQ1 2,540,389 29,163 SH   SOLE   29,163 0 0
THERMO FISHER SCIENTIFIC IN COM 883556102 BBG000BVDLH9 81,222,383 165,244 SH   SOLE   165,244 0 0
TOLL BROTHERS INC COM 889478103 BBG000BVHBM1 48,445,076 354,987 SH   SOLE   354,987 0 0
TRANSDIGM GROUP INC COM 893641100 BBG000L8CBX4 44,136,674 38,083 SH   SOLE   38,083 0 0
TRANSUNION COM 89400J107 BBG002Q7J5Z1 8,565,514 123,797 SH   SOLE   123,797 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 10,957,097 152,330 SH   SOLE   152,330 0 0
UNION PAC CORP COM 907818108 BBG000BW3299 52,959,821 218,283 SH   SOLE   218,283 0 0
VISA INC COM 92826C839 BBG000PSKYX7 8,462,720 28,000 SH   SOLE   28,000 0 0
WALMART INC COM 931142103 BBG000BWXBC2 19,340,826 155,623 SH   SOLE   155,623 0 0
WATERS CORP COM 941848103 BBG000FQRVM3 19,854,028 66,669 SH   SOLE   66,669 0 0