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
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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
AT&T INC COM 00206R102   3,622,112 196,747 SH   SOLE   196,747 0 0
ABBOTT LABS COM 002824100   47,837,150 435,715 SH   SOLE   435,715 0 0
ABBVIE INC COM 00287Y109   48,340,783 299,120 SH   SOLE   299,120 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   13,244,138 39,355 SH   SOLE   39,355 0 0
ADVANCED MICRO DEVICES INC COM 007903107   12,179,221 188,038 SH   SOLE   188,038 0 0
AGREE RLTY CORP COM 008492100   445,653 6,283 SH   SOLE   6,283 0 0
AIRBNB INC COM CL A 009066101   7,459,961 87,251 SH   SOLE   87,251 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   902,432 10,705 SH   SOLE   10,705 0 0
ALASKA AIR GROUP INC COM 011659109   1,297,518 30,217 SH   SOLE   30,217 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   566,511 3,889 SH   SOLE   3,889 0 0
ALPHABET INC CAP STK CL A 02079K305   24,995,559 283,300 SH   SOLE   283,300 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   1,955,535 153,737 SH   SOLE   153,737 0 0
AMERICAN TOWER CORP NEW COM 03027X100   411,432 1,942 SH   SOLE   1,942 0 0
AMGEN INC COM 031162100   44,087,013 167,861 SH   SOLE   167,861 0 0
ELEVANCE HEALTH INC COM 036752103   41,748,576 81,386 SH   SOLE   81,386 0 0
APA CORPORATION COM 03743Q108   1,820,287 38,995 SH   SOLE   38,995 0 0
APPLE INC COM 037833100   23,865,802 183,682 SH   SOLE   183,682 0 0
ARGO BLOCKCHAIN PLC ADS 040126104   29,357 27,182 SH   SOLE   27,182 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   48,693,485 718,193 SH   SOLE   718,193 0 0
AVANGRID INC COM 05351W103   3,712,526 86,378 SH   SOLE   86,378 0 0
BP PLC SPONSORED ADR 055622104   1,849,264 52,942 SH   SOLE   52,942 0 0
BAKKT HOLDINGS INC COM CL A 05759B107   33,087 27,804 SH   SOLE   27,804 0 0
BANK AMERICA CORP COM 060505104   18,228,254 550,370 SH   SOLE   550,370 0 0
BITNILE HOLDINGS INC COM 09175M101   19,869 162,197 SH   SOLE   162,197 0 0
BOOKING HOLDINGS INC COM 09857L108   11,122,330 5,519 SH   SOLE   5,519 0 0
BOSTON SCIENTIFIC CORP COM 101137107   47,265,545 1,021,516 SH   SOLE   1,021,516 0 0
BOYD GAMING CORP COM 103304101   956,620 17,543 SH   SOLE   17,543 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   42,318,472 588,165 SH   SOLE   588,165 0 0
BROADCOM INC COM 11135F101   13,011,514 23,271 SH   SOLE   23,271 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   2,110,534 50,734 SH   SOLE   50,734 0 0
CAMDEN PPTY TR SH BEN INT 133131102   409,816 3,663 SH   SOLE   3,663 0 0
CARNIVAL CORP COMMON STOCK 143658300   1,931,079 239,588 SH   SOLE   239,588 0 0
CATERPILLAR INC COM 149123101   16,274,029 67,933 SH   SOLE   67,933 0 0
CHEVRON CORP NEW COM 166764100   1,799,926 10,028 SH   SOLE   10,028 0 0
CHURCHILL DOWNS INC COM 171484108   1,666,703 7,883 SH   SOLE   7,883 0 0
CISCO SYS INC COM 17275R102   13,519,279 283,780 SH   SOLE   283,780 0 0
CITIGROUP INC COM NEW 172967424   3,859,612 85,333 SH   SOLE   85,333 0 0
CITIZENS FINL GROUP INC COM 174610105   4,086,488 103,797 SH   SOLE   103,797 0 0
CLEANSPARK INC COM NEW 18452B209   77,591 38,035 SH   SOLE   38,035 0 0
CLEARWAY ENERGY INC CL A 18539C105   916,150 30,620 SH   SOLE   30,620 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   705,323 19,930 SH   SOLE   19,930 0 0
CONDUENT INC COM 206787103   338,292 83,529 SH   SOLE   83,529 0 0
CONOCOPHILLIPS COM 20825C104   1,656,602 14,039 SH   SOLE   14,039 0 0
CORE SCIENTIFIC INC COMMON STOCK 21873J108   8,083 107,636 SH   SOLE   107,636 0 0
CROWN CASTLE INC COM 22822V101   416,822 3,073 SH   SOLE   3,073 0 0
DANAHER CORPORATION COM 235851102   46,510,343 175,233 SH   SOLE   175,233 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   608,764 15,767 SH   SOLE   15,767 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   4,991,533 151,903 SH   SOLE   151,903 0 0
DIGITAL RLTY TR INC COM 253868103   705,700 7,038 SH   SOLE   7,038 0 0
DISNEY WALT CO COM 254687106   12,829,222 147,666 SH   SOLE   147,666 0 0
DOCUSIGN INC COM 256163106   1,088,726 19,645 SH   SOLE   19,645 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   3,813,102 37,024 SH   SOLE   37,024 0 0
ENI S P A SPONSORED ADR 26874R108   1,839,685 64,190 SH   SOLE   64,190 0 0
EOG RES INC COM 26875P101   1,724,041 13,311 SH   SOLE   13,311 0 0
EDISON INTL COM 281020107   3,642,436 57,253 SH   SOLE   57,253 0 0
ENPHASE ENERGY INC COM 29355A107   1,174,038 4,431 SH   SOLE   4,431 0 0
ENTERGY CORP NEW COM 29364G103   3,697,088 32,863 SH   SOLE   32,863 0 0
EPAM SYS INC COM 29414B104   911,445 2,781 SH   SOLE   2,781 0 0
ENVIVA INC COM 29415B103   745,288 14,070 SH   SOLE   14,070 0 0
EQUINOR ASA SPONSORED ADR 29446M102   1,801,923 50,319 SH   SOLE   50,319 0 0
EXPEDIA GROUP INC COM NEW 30212P303   3,264,677 37,268 SH   SOLE   37,268 0 0
EXXON MOBIL CORP COM 30231G102   1,366,396 12,388 SH   SOLE   12,388 0 0
META PLATFORMS INC CL A 30303M102   12,903,697 107,227 SH   SOLE   107,227 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   212,285 2,101 SH   SOLE   2,101 0 0
FIFTH THIRD BANCORP COM 316773100   3,825,384 116,592 SH   SOLE   116,592 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100   4,098,307 33,623 SH   SOLE   33,623 0 0
FIRST SOLAR INC COM 336433107   1,887,204 12,599 SH   SOLE   12,599 0 0
FIRSTENERGY CORP COM 337932107   3,890,858 92,772 SH   SOLE   92,772 0 0
FORTINET INC COM 34959E109   11,069,674 226,420 SH   SOLE   226,420 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   3,712,281 10,811 SH   SOLE   10,811 0 0
GREENIDGE GENERATION HLDGS I CLASS A COM 39531G100   2,711 9,378 SH   SOLE   9,378 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   389,337 15,530 SH   SOLE   15,530 0 0
HESS CORP COM 42809H107   1,790,478 12,625 SH   SOLE   12,625 0 0
HIGHWOODS PPTYS INC COM 431284108   226,134 8,082 SH   SOLE   8,082 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   8,096,896 64,078 SH   SOLE   64,078 0 0
HOST HOTELS & RESORTS INC COM 44107P104   2,682,276 167,120 SH   SOLE   167,120 0 0
HUNTINGTON BANCSHARES INC COM 446150104   3,918,362 277,898 SH   SOLE   277,898 0 0
HYATT HOTELS CORP COM CL A 448579102   2,298,877 25,416 SH   SOLE   25,416 0 0
INFOSYS LTD SPONSORED ADR 456788108   479,642 26,632 SH   SOLE   26,632 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101   224,389 2,214 SH   SOLE   2,214 0 0
INTEL CORP COM 458140100   26,961,904 1,020,125 SH   SOLE   1,020,125 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   510,726 3,625 SH   SOLE   3,625 0 0
INTUIT COM 461202103   11,671,540 29,987 SH   SOLE   29,987 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   47,796,699 180,127 SH   SOLE   180,127 0 0
INVITATION HOMES INC COM 46187W107   354,761 11,969 SH   SOLE   11,969 0 0
JPMORGAN CHASE & CO COM 46625H100   21,148,509 157,707 SH   SOLE   157,707 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   633,517 15,497 SH   SOLE   15,497 0 0
JOHNSON & JOHNSON COM 478160104   61,245,792 346,707 SH   SOLE   346,707 0 0
KEYCORP COM 493267108   3,835,954 220,204 SH   SOLE   220,204 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   12,435,420 72,692 SH   SOLE   72,692 0 0
KINDER MORGAN INC DEL COM 49456B101   3,697,360 204,500 SH   SOLE   204,500 0 0
LAS VEGAS SANDS CORP COM 517834107   3,773,639 78,503 SH   SOLE   78,503 0 0
LIFE STORAGE INC COM 53223X107   311,457 3,162 SH   SOLE   3,162 0 0
LILLY ELI & CO COM 532457108   46,296,320 126,548 SH   SOLE   126,548 0 0
M & T BK CORP COM 55261F104   3,552,374 24,489 SH   SOLE   24,489 0 0
MGM RESORTS INTERNATIONAL COM 552953101   2,494,129 74,385 SH   SOLE   74,385 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   257,485 75,288 SH   SOLE   75,288 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   1,165,819 8,662 SH   SOLE   8,662 0 0
MARRIOTT INTL INC NEW CL A 571903202   9,336,445 62,707 SH   SOLE   62,707 0 0
MASTERCARD INCORPORATED CL A 57636Q104   611,309 1,758 SH   SOLE   1,758 0 0
MCDONALDS CORP COM 580135101   15,786,765 59,905 SH   SOLE   59,905 0 0
MERCK & CO INC COM 58933Y105   48,567,253 437,740 SH   SOLE   437,740 0 0
MICROSOFT CORP COM 594918104   28,491,575 118,804 SH   SOLE   118,804 0 0
MID-AMER APT CMNTYS INC COM 59522J103   418,692 2,667 SH   SOLE   2,667 0 0
MORGAN STANLEY COM NEW 617446448   19,953,259 234,689 SH   SOLE   234,689 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   13,456,585 52,216 SH   SOLE   52,216 0 0
MURPHY OIL CORP COM 626717102   1,577,736 36,683 SH   SOLE   36,683 0 0
NEWMONT CORP COM 651639106   849,883 18,006 SH   SOLE   18,006 0 0
NIKE INC CL B 654106103   17,044,028 145,663 SH   SOLE   145,663 0 0
NOVARTIS AG SPONSORED ADR 66987V109   46,913,943 517,129 SH   SOLE   517,129 0 0
NVIDIA CORPORATION COM 67066G104   12,921,991 88,422 SH   SOLE   88,422 0 0
ONEOK INC NEW COM 682680103   3,745,097 57,003 SH   SOLE   57,003 0 0
ORACLE CORP COM 68389X105   14,139,385 172,980 SH   SOLE   172,980 0 0
ORMAT TECHNOLOGIES INC COM 686688102   1,000,055 11,564 SH   SOLE   11,564 0 0
OVERSTOCK COM INC DEL COM 690370101   390,162 20,153 SH   SOLE   20,153 0 0
OVINTIV INC COM 69047Q102   1,735,499 34,224 SH   SOLE   34,224 0 0
PNC FINL SVCS GROUP INC COM 693475105   4,068,850 25,762 SH   SOLE   25,762 0 0
PENN ENTERTAINMENT INC COM 707569109   1,096,079 36,905 SH   SOLE   36,905 0 0
PEPSICO INC COM 713448108   15,613,541 86,425 SH   SOLE   86,425 0 0
PFIZER INC COM 717081103   47,005,424 917,358 SH   SOLE   917,358 0 0
PHILLIPS 66 COM 718546104   1,812,553 17,415 SH   SOLE   17,415 0 0
PLUG POWER INC COM NEW 72919P202   665,902 53,832 SH   SOLE   53,832 0 0
PROCTER AND GAMBLE CO COM 742718109   15,783,307 104,139 SH   SOLE   104,139 0 0
PROLOGIS INC. COM 74340W103   517,093 4,587 SH   SOLE   4,587 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   3,812,036 62,217 SH   SOLE   62,217 0 0
QUALCOMM INC COM 747525103   11,895,508 108,200 SH   SOLE   108,200 0 0
RED ROCK RESORTS INC CL A 75700L108   907,267 22,676 SH   SOLE   22,676 0 0
REGENCY CTRS CORP COM 758849103   310,563 4,969 SH   SOLE   4,969 0 0
REGENERON PHARMACEUTICALS COM 75886F107   42,901,960 59,463 SH   SOLE   59,463 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   3,963,396 183,831 SH   SOLE   183,831 0 0
RIOT BLOCKCHAIN INC COM 767292105   336,407 99,235 SH   SOLE   99,235 0 0
SHELL PLC SPON ADS 780259305   18,366,147 322,496 SH   SOLE   322,496 0 0
ROYAL GOLD INC COM 780287108   875,722 7,769 SH   SOLE   7,769 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   1,069,028 13,072 SH   SOLE   13,072 0 0
SALESFORCE INC COM 79466L302   10,600,305 79,948 SH   SOLE   79,948 0 0
SANOFI SPONSORED ADR 80105N105   508,515 10,500 SH   SOLE   10,500 0 0
SAP SE SPON ADR 803054204   487,470 4,724 SH   SOLE   4,724 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,324,976 53,708 SH   SOLE   53,708 0 0
SILVERGATE CAP CORP CL A 82837P408   441,125 25,352 SH   SOLE   25,352 0 0
SIMON PPTY GROUP INC NEW COM 828806109   239,189 2,036 SH   SOLE   2,036 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   921,194 3,252 SH   SOLE   3,252 0 0
SOUTHERN CO COM 842587107   3,898,915 54,599 SH   SOLE   54,599 0 0
SOUTHWEST AIRLS CO COM 844741108   4,736,056 140,661 SH   SOLE   140,661 0 0
BLOCK INC CL A 852234103   874,481 13,916 SH   SOLE   13,916 0 0
STAG INDL INC COM 85254J102   356,638 11,038 SH   SOLE   11,038 0 0
STRONGHOLD DIGITAL MINING IN CLASS A COM 86337R103   5,584 11,655 SH   SOLE   11,655 0 0
STRYKER CORPORATION COM 863667101   47,603,914 194,707 SH   SOLE   194,707 0 0
SUN CMNTYS INC COM 866674104   4,505,787 31,509 SH   SOLE   31,509 0 0
SUNPOWER CORP COM 867652406   1,033,840 57,340 SH   SOLE   57,340 0 0
SUNRUN INC COM 86771W105   966,613 40,242 SH   SOLE   40,242 0 0
TERAWULF INC COM 88080T104   16,747 25,160 SH   SOLE   25,160 0 0
TEXAS INSTRS INC COM 882508104   13,079,146 79,162 SH   SOLE   79,162 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   47,859,917 86,909 SH   SOLE   86,909 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   1,851,908 29,831 SH   SOLE   29,831 0 0
TRUIST FINL CORP COM 89832Q109   3,913,320 90,944 SH   SOLE   90,944 0 0
US BANCORP DEL COM NEW 902973304   4,181,065 95,874 SH   SOLE   95,874 0 0
UNITED AIRLS HLDGS INC COM 910047109   2,918,357 77,410 SH   SOLE   77,410 0 0
UNITED PARCEL SERVICE INC CL B 911312106   15,880,806 91,353 SH   SOLE   91,353 0 0
UNITEDHEALTH GROUP INC COM 91324P102   57,405,240 108,275 SH   SOLE   108,275 0 0
VAIL RESORTS INC COM 91879Q109   2,268,139 9,516 SH   SOLE   9,516 0 0
VALERO ENERGY CORP COM 91913Y100   1,785,301 14,073 SH   SOLE   14,073 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   20,505,375 520,441 SH   SOLE   520,441 0 0
VICI PPTYS INC COM 925652109   7,389,533 228,072 SH   SOLE   228,072 0 0
VISA INC COM CL A 92826C839   29,664,596 142,783 SH   SOLE   142,783 0 0
WELLS FARGO CO NEW COM 949746101   3,684,967 89,246 SH   SOLE   89,246 0 0
WILLIAMS COS INC COM 969457100   3,715,759 112,941 SH   SOLE   112,941 0 0
WIPRO LTD SPON ADR 1 SH 97651M109   491,015 105,368 SH   SOLE   105,368 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   1,508,563 21,155 SH   SOLE   21,155 0 0
WYNN RESORTS LTD COM 983134107   2,028,267 24,594 SH   SOLE   24,594 0 0
ZOETIS INC CL A 98978V103   49,238,895 335,987 SH   SOLE   335,987 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   747,811 28,873 SH   SOLE   28,873 0 0
BIT DIGITAL INC SHS G1144A105   19,371 32,285 SH   SOLE   32,285 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   27,139,763 101,708 SH   SOLE   101,708 0 0
MEDTRONIC PLC SHS G5960L103   39,422,693 507,240 SH   SOLE   507,240 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   1,218,810 99,576 SH   SOLE   99,576 0 0
PAYSAFE LIMITED SHS G6964L206   164,180 11,820 SH   SOLE   11,820 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   39,020 31,216 SH   SOLE   31,216 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   2,581,432 52,224 SH   SOLE   52,224 0 0