AON PLCSHS CL AG0403H1082969719 8296 SH SOLE 0 0 8296 ARCH CAP GROUP LTDORDG0450A1051835962 19980 SH SOLE 0 0 19980 ACCENTURE PLC IRELANDSHS CLASS AG1151C1014405420 12498 SH SOLE 0 0 12498 CRH PLCORDG255081051195415 12929 SH SOLE 0 0 12929 EATON CORP PLCSHSG291831036753962 20320 SH SOLE 0 0 20320 EVEREST GROUP LTDCOMG3223R108384498 1069 SH SOLE 0 0 1069 GRAB HOLDINGS LIMITEDCLASS A ORDG4124C1093596594 755587 SH SOLE 0 0 755587 INVESCO LTDSHSG491BT1081137805 40464 SH SOLE 0 0 40464 JAZZ PHARMACEUTICALS PLCSHS USDG50871105573067 2897 SH SOLE 0 0 2897 LINDE PLCSHSG549501035754937 13779 SH SOLE 0 0 13779 MEDTRONIC PLCSHSG5960L1036125114 76939 SH SOLE 0 0 76939 ROYALTY PHARMA PLCSHS CLASS AG7709Q104432921 17098 SH SOLE 0 0 17098 STERIS PLCSHS USDG8473T100638414 3113 SH SOLE 0 0 3113 TE CONNECTIVITY PLCORD SHSG87052109914082 6398 SH SOLE 0 0 6398 TRANE TECHNOLOGIES PLCSHSG8994E1034215936 11368 SH SOLE 0 0 11368 WILLIS TOWERS WATSON PLC LTDSHSG966291031161494 3708 SH SOLE 0 0 3708 CHUBB LIMITEDCOMH1467J1043781655 13731 SH SOLE 0 0 13731 SPOTIFY TECHNOLOGY S ASHSL8681T1026133501 13576 SH SOLE 0 0 13576 CHECK POINT SOFTWARE TECH LTORDM22465104372647 1990 SH SOLE 0 0 1990 CYBERARK SOFTWARE LTDSHSM2682V1083727175 11662 SH SOLE 0 0 11662 MONDAY COM LTDSHSM7S64H106804457 3419 SH SOLE 0 0 3419 WIX COM LTDSHSM9806810515845228 71219 SH SOLE 0 0 71219 AERCAP HOLDINGS NVSHSN00985106515904 5401 SH SOLE 0 0 5401 NXP SEMICONDUCTORS N VCOMN6596X1092265987 10922 SH SOLE 0 0 10922 ROYAL CARIBBEAN GROUPCOMV7780T1033417003 14681 SH SOLE 0 0 14681 AT&T INCCOM00206R1028113485 358845 SH SOLE 0 0 358845 ABBOTT LABSCOM00282410010180426 90252 SH SOLE 0 0 90252 ABBVIE INCCOM00287Y10916233835 92133 SH SOLE 0 0 92133 ABERCROMBIE & FITCH COCL A002896207335101 1347 SH SOLE 0 0 1347 ACADIA PHARMACEUTICALS INCCOM004225108273609 10191 SH SOLE 0 0 10191 ADOBE INCCOM00724F1019768815 21913 SH SOLE 0 0 21913 AECOMCOM00766T10012039806 112469 SH SOLE 0 0 112469 ADVANCED MICRO DEVICES INCCOM0079031079122147 74503 SH SOLE 0 0 74503 AGILENT TECHNOLOGIES INCCOM00846U1011926373 14331 SH SOLE 0 0 14331 AIRBNB INCCOM CL A0090661012956498 22430 SH SOLE 0 0 22430 AKAMAI TECHNOLOGIES INCCOM00971T101515928 5399 SH SOLE 0 0 5399 ALEXANDRIA REAL ESTATE EQ INCOM0152711093935179 40237 SH SOLE 0 0 40237 ALLSTATE CORPCOM0200021011649768 8568 SH SOLE 0 0 8568 ALPHABET INCCAP STK CL C02079K10749244820 255565 SH SOLE 0 0 255565 ALPHABET INCCAP STK CL A02079K30556685640 296411 SH SOLE 0 0 296411 AMAZON COM INCCOM023135106105611442 477232 SH SOLE 0 0 477232 AMERICAN EXPRESS COCOM0258161092924538 9836 SH SOLE 0 0 9836 AMERICAN HOMES 4 RENTCL A02665T306397624 10735 SH SOLE 0 0 10735 AMERICAN INTL GROUP INCCOM NEW02687478415906950 219255 SH SOLE 0 0 219255 AMERICAN TOWER CORP NEWCOM03027X1004839072 26600 SH SOLE 0 0 26600 AMERICAN WTR WKS CO INC NEWCOM030420103544420 4382 SH SOLE 0 0 4382 CENCORA INCCOM03073E1055592133 24886 SH SOLE 0 0 24886 AMERIPRISE FINL INCCOM03076C1061404339 2647 SH SOLE 0 0 2647 AMETEK INCCOM031100100890506 4927 SH SOLE 0 0 4927 AMGEN INCCOM0311621006877155 26522 SH SOLE 0 0 26522 AMPHENOL CORP NEWCL A0320951013877544 55792 SH SOLE 0 0 55792 ANALOG DEVICES INCCOM0326541054462060 20992 SH SOLE 0 0 20992 ANSYS INCCOM03662Q1051206036 3569 SH SOLE 0 0 3569 ELEVANCE HEALTH INCCOM0367521031642635 4454 SH SOLE 0 0 4454 APOLLO GLOBAL MGMT INCCOM03769M106306878 1843 SH SOLE 0 0 1843 APPLE INCCOM037833100192699715 764075 SH SOLE 0 0 764075 APPLIED MATLS INCCOM0382221057635442 46660 SH SOLE 0 0 46660 APPLOVIN CORPCOM CL A03831W10811573628 34509 SH SOLE 0 0 34509 ARISTA NETWORKS INCCOM0404131063455730 31007 SH SOLE 0 0 31007 ATLASSIAN CORPORATIONCL A0494681015537264 22409 SH SOLE 0 0 22409 AUTODESK INCCOM0527691062893182 9724 SH SOLE 0 0 9724 AVALONBAY CMNTYS INCCOM0534841011571059 7148 SH SOLE 0 0 7148 AVERY DENNISON CORPCOM053611109318682 1702 SH SOLE 0 0 1702 AXON ENTERPRISE INCCOM05464C1012153796 3564 SH SOLE 0 0 3564 BAKER HUGHES COMPANYCL A05722G1001573120 38425 SH SOLE 0 0 38425 BALL CORPCOM058498106663289 12062 SH SOLE 0 0 12062 BANK AMERICA CORPCOM06050510415335260 349243 SH SOLE 0 0 349243 BANK NEW YORK MELLON CORPCOM0640581002915760 37813 SH SOLE 0 0 37813 BATH & BODY WORKS INCCOM070830104210647 3368 SH SOLE 0 0 3368 BECTON DICKINSON & COCOM0758871093575687 15786 SH SOLE 0 0 15786 BERKLEY W R CORPCOM084423102571974 9774 SH SOLE 0 0 9774 BERKSHIRE HATHAWAY INC DELCL B NEW08467070212953028 28647 SH SOLE 0 0 28647 BIOGEN INCCOM09062X103281456 1874 SH SOLE 0 0 1874 BLACKROCK INCCOM09247X1015396062 5252 SH SOLE 0 0 5252 BLACKSTONE INCCOM09260D1072915731 16947 SH SOLE 0 0 16947 BLUEPRINT MEDICINES CORPCOM09627Y109272340 1950 SH SOLE 0 0 1950 BOOKING HOLDINGS INCCOM09857L10810191357 2042 SH SOLE 0 0 2042 BOOZ ALLEN HAMILTON HLDG CORCL A09950210617045204 131553 SH SOLE 0 0 131553 BOSTON SCIENTIFIC CORPCOM1011371074258814 47489 SH SOLE 0 0 47489 BRIGHTHOUSE FINL INCCOM10922N1031165210 15100 SH SOLE 0 0 15100 BRISTOL-MYERS SQUIBB COCOM1101221086387196 113935 SH SOLE 0 0 113935 BROADRIDGE FINL SOLUTIONS INCOM11133T103640646 2841 SH SOLE 0 0 2841 BROADCOM INCCOM11135F10152473560 222742 SH SOLE 0 0 222742 BROWN & BROWN INCCOM115236101748505 7339 SH SOLE 0 0 7339 BUILDERS FIRSTSOURCE INCCOM12008R1077305562 50956 SH SOLE 0 0 50956 BURLINGTON STORES INCCOM122017106749024 2630 SH SOLE 0 0 2630 CBOE GLOBAL MKTS INCCOM12503M1081049009 5354 SH SOLE 0 0 5354 CBRE GROUP INCCL A12504L10915745084 120865 SH SOLE 0 0 120865 C H ROBINSON WORLDWIDE INCCOM NEW12541W209559516 5407 SH SOLE 0 0 5407 THE CIGNA GROUPCOM1255231003844806 13974 SH SOLE 0 0 13974 CME GROUP INCCOM12572Q1054103869 17725 SH SOLE 0 0 17725 CSX CORPCOM1264081031125089 34995 SH SOLE 0 0 34995 CVS HEALTH CORPCOM1266501002583189 58789 SH SOLE 0 0 58789 COTERRA ENERGY INCCOM127097103454307 17802 SH SOLE 0 0 17802 CAPITAL ONE FINL CORPCOM14040H1054732404 26597 SH SOLE 0 0 26597 CARDINAL HEALTH INCCOM14149Y1081411620 11971 SH SOLE 0 0 11971 CARGURUS INCCOM CL A1417881091149836 19303 SH SOLE 0 0 19303 CARLISLE COS INCCOM1423391001720583 4667 SH SOLE 0 0 4667 CARNIVAL CORPUNIT 99/99/999914365830021751691 862947 SH SOLE 0 0 862947 CARVANA COCL A146869102919472 4367 SH SOLE 0 0 4367 CATERPILLAR INCCOM1491231016920060 19063 SH SOLE 0 0 19063 CENTENE CORP DELCOM15135B1011677767 27796 SH SOLE 0 0 27796 CHEVRON CORP NEWCOM16676410012372264 86477 SH SOLE 0 0 86477 CHIPOTLE MEXICAN GRILL INCCOM1696561053909996 65069 SH SOLE 0 0 65069 CISCO SYS INCCOM17275R1023829060 64691 SH SOLE 0 0 64691 CINTAS CORPCOM1729081051006383 5479 SH SOLE 0 0 5479 CITIGROUP INCCOM NEW1729674248321506 118220 SH SOLE 0 0 118220 CITIZENS FINL GROUP INCCOM174610105638633 14661 SH SOLE 0 0 14661 CLOROX CO DELCOM1890541091069730 6627 SH SOLE 0 0 6627 CLOUDFLARE INCCL A COM18915M1071666742 15287 SH SOLE 0 0 15287 COCA COLA COCOM19121610012056833 194371 SH SOLE 0 0 194371 COINBASE GLOBAL INCCOM CL A19260Q107571177 2235 SH SOLE 0 0 2235 COLGATE PALMOLIVE COCOM1941621036749238 74339 SH SOLE 0 0 74339 COMCAST CORP NEWCL A20030N1016761645 180841 SH SOLE 0 0 180841 COMPASS INCCL A20464U100105174 11292 SH SOLE 0 0 11292 CONOCOPHILLIPSCOM20825C1049349767 96300 SH SOLE 0 0 96300 CONSOLIDATED EDISON INCCOM2091151041631895 18303 SH SOLE 0 0 18303 CONSTELLATION BRANDS INCCL A21036P108506097 2304 SH SOLE 0 0 2304 CONSTELLATION ENERGY CORPCOM21037T1092986292 13195 SH SOLE 0 0 13195 COREBRIDGE FINL INCCOM21871X109868880 28982 SH SOLE 0 0 28982 CORPAY INCCOM SHS2199481061658144 4912 SH SOLE 0 0 4912 COSTCO WHSL CORP NEWCOM22160K10520391908 22112 SH SOLE 0 0 22112 CROWN CASTLE INCCOM22822V1011915815 21339 SH SOLE 0 0 21339 CROWN HLDGS INCCOM228368106975392 11911 SH SOLE 0 0 11911 CUMMINS INCCOM2310211062038199 5850 SH SOLE 0 0 5850 DTE ENERGY COCOM233331107553927 4595 SH SOLE 0 0 4595 DANAHER CORPORATIONCOM2358511027479471 32569 SH SOLE 0 0 32569 DARDEN RESTAURANTS INCCOM2371941051009865 5407 SH SOLE 0 0 5407 DATADOG INCCL A COM23804L1032096088 14539 SH SOLE 0 0 14539 DECKERS OUTDOOR CORPCOM2435371078429370 40967 SH SOLE 0 0 40967 DELL TECHNOLOGIES INCCL C24703L202370983 3231 SH SOLE 0 0 3231 DEVON ENERGY CORP NEWCOM25179M103985251 30818 SH SOLE 0 0 30818 DEXCOM INCCOM2521311071030146 13207 SH SOLE 0 0 13207 DICKS SPORTING GOODS INCCOM253393102795795 3434 SH SOLE 0 0 3434 DISNEY WALT COCOM2546871067198787 64971 SH SOLE 0 0 64971 DISCOVER FINL SVCSCOM2547091082089455 12117 SH SOLE 0 0 12117 DOCUSIGN INCCOM25616310610976949 119705 SH SOLE 0 0 119705 DOMINION ENERGY INCCOM25746U109359744 6678 SH SOLE 0 0 6678 DOORDASH INCCL A25809K1056188874 36491 SH SOLE 0 0 36491 DRAFTKINGS INC NEWCOM CL A26142V105668876 18029 SH SOLE 0 0 18029 DUKE ENERGY CORP NEWCOM NEW26441C2042368866 21993 SH SOLE 0 0 21993 DUPONT DE NEMOURS INCCOM26614N1021364746 17969 SH SOLE 0 0 17969 DYNATRACE INCCOM NEW268150109372803 6891 SH SOLE 0 0 6891 EOG RES INCCOM26875P10110001990 82949 SH SOLE 0 0 82949 EBAY INC.COM2786421034694777 75649 SH SOLE 0 0 75649 ECOLAB INCCOM2788651004056492 17297 SH SOLE 0 0 17297 EDISON INTLCOM2810201072575019 32317 SH SOLE 0 0 32317 ELECTRONIC ARTS INCCOM28551210922173407 151313 SH SOLE 0 0 151313 EMCOR GROUP INCCOM29084Q10013832727 30252 SH SOLE 0 0 30252 EMERSON ELEC COCOM2910111042429159 19549 SH SOLE 0 0 19549 EPAM SYS INCCOM29414B1041884950 8032 SH SOLE 0 0 8032 EQUIFAX INCCOM294429105754686 2957 SH SOLE 0 0 2957 EQUINIX INCCOM29444U7004461578 4767 SH SOLE 0 0 4767 EQUITABLE HLDGS INCCOM29452E101621002 13210 SH SOLE 0 0 13210 EQUITY LIFESTYLE PPTYS INCCOM29472R108322967 4889 SH SOLE 0 0 4889 EQUITY RESIDENTIALSH BEN INT29476L107678084 9529 SH SOLE 0 0 9529 ESSEX PPTY TR INCCOM297178105941724 3330 SH SOLE 0 0 3330 EVERGY INCCOM30034W106232669 3782 SH SOLE 0 0 3782 EXELON CORPCOM30161N1012631052 69919 SH SOLE 0 0 69919 EXELIXIS INCCOM30161Q1041141196 21051 SH SOLE 0 0 21051 EXPEDIA GROUP INCCOM NEW30212P30316352325 87563 SH SOLE 0 0 87563 EXPEDITORS INTL WASH INCCOM302130109674550 6088 SH SOLE 0 0 6088 EXXON MOBIL CORPCOM30231G10218178135 171881 SH SOLE 0 0 171881 FACTSET RESH SYS INCCOM303075105799801 1657 SH SOLE 0 0 1657 FAIR ISAAC CORPCOM3032501044734091 2351 SH SOLE 0 0 2351 FEDEX CORPCOM31428X1061436697 5121 SH SOLE 0 0 5121 FERGUSON ENTERPRISES INCCOMMON STOCK NEW31488V107572640 3299 SH SOLE 0 0 3299 F5 INCCOM31561610210433484 41324 SH SOLE 0 0 41324 FIDELITY NATL INFORMATION SVCOM31620M10617273499 214338 SH SOLE 0 0 214338 FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R303577400 10296 SH SOLE 0 0 10296 FISERV INCCOM3377381085935832 28777 SH SOLE 0 0 28777 FORTINET INCCOM34959E1096057403 63675 SH SOLE 0 0 63675 FORTIVE CORPCOM34959J1081003660 13375 SH SOLE 0 0 13375 FREEPORT-MCMORAN INCCL B35671D8572603352 68222 SH SOLE 0 0 68222 GALLAGHER ARTHUR J & COCOM3635761092618170 9204 SH SOLE 0 0 9204 GAMING & LEISURE PPTYS INCCOM36467J108397591 8330 SH SOLE 0 0 8330 GAP INCCOM364760108211275 5577 SH SOLE 0 0 5577 GARTNER INCCOM3666511072632595 5423 SH SOLE 0 0 5423 GE VERNOVA INCCOM36828A1013190312 9660 SH SOLE 0 0 9660 GE AEROSPACECOM NEW3696043015214294 31019 SH SOLE 0 0 31019 GENERAL MLS INCCOM370334104807144 12737 SH SOLE 0 0 12737 GENERAL MTRS COCOM37045V1005166546 96283 SH SOLE 0 0 96283 GENWORTH FINL INCCOM SHS37247D106660369 59323 SH SOLE 0 0 59323 GILEAD SCIENCES INCCOM3755581037779722 84553 SH SOLE 0 0 84553 GLOBAL PMTS INCCOM37940X1021766630 15940 SH SOLE 0 0 15940 GODADDY INCCL A38023710715332918 76876 SH SOLE 0 0 76876 GOLDMAN SACHS GROUP INCCOM38141G1048724843 15212 SH SOLE 0 0 15212 GRAINGER W W INCCOM3848021041938641 1832 SH SOLE 0 0 1832 HCA HEALTHCARE INCCOM40412C1012879156 9648 SH SOLE 0 0 9648 HALOZYME THERAPEUTICS INCCOM40637H109223335 2893 SH SOLE 0 0 2893 HARTFORD FINL SVCS GROUP INCCOM4165151041428705 13075 SH SOLE 0 0 13075 HEALTHPEAK PROPERTIES INCCOM42250P103622916 31177 SH SOLE 0 0 31177 HENRY JACK & ASSOC INCCOM426281101722205 4125 SH SOLE 0 0 4125 HEWLETT PACKARD ENTERPRISE CCOM42824C1092181002 101916 SH SOLE 0 0 101916 HILTON WORLDWIDE HLDGS INCCOM43300A203530155 2136 SH SOLE 0 0 2136 HOLOGIC INCCOM436440101958589 13264 SH SOLE 0 0 13264 HOME DEPOT INCCOM43707610214701372 37751 SH SOLE 0 0 37751 HONEYWELL INTL INCCOM438516106498973 2202 SH SOLE 0 0 2202 HOWMET AEROSPACE INCCOM4432011084147079 37605 SH SOLE 0 0 37605 HUBBELL INCCOM443510607316069 754 SH SOLE 0 0 754 HUBSPOT INCCOM4435731003586388 5127 SH SOLE 0 0 5127 IDEXX LABS INCCOM45168D1047280085 17638 SH SOLE 0 0 17638 ILLINOIS TOOL WKS INCCOM4523081095056337 19842 SH SOLE 0 0 19842 ILLUMINA INCCOM4523271091033164 7735 SH SOLE 0 0 7735 INCYTE CORPCOM45337C1027680761 112259 SH SOLE 0 0 112259 INTEL CORPCOM4581401003798166 191633 SH SOLE 0 0 191633 INTERCONTINENTAL EXCHANGE INCOM45866F1044243900 28412 SH SOLE 0 0 28412 INTERNATIONAL FLAVORS&FRAGRACOM4595061011210619 14419 SH SOLE 0 0 14419 INTUITIVE SURGICAL INCCOM NEW46120E6024690998 8902 SH SOLE 0 0 8902 INTUITCOM4612021035947511 9436 SH SOLE 0 0 9436 IQVIA HLDGS INCCOM46266C1051798770 9110 SH SOLE 0 0 9110 JPMORGAN CHASE & CO.COM46625H10032362526 135227 SH SOLE 0 0 135227 JABIL INCCOM4663131036576732 45748 SH SOLE 0 0 45748 JACKSON FINANCIAL INCCOM CL A46817M107473605 3395 SH SOLE 0 0 3395 JOHNSON & JOHNSONCOM47816010417295261 120659 SH SOLE 0 0 120659 JONES LANG LASALLE INCCOM48020Q107449072 1107 SH SOLE 0 0 1107 KLA CORPCOM NEW4824801007208922 11377 SH SOLE 0 0 11377 KE HLDGS INCSPONSORED ADS482497104242649 13166 SH SOLE 0 0 13166 KKR & CO INCCOM48251W1041122422 7564 SH SOLE 0 0 7564 KEYSIGHT TECHNOLOGIES INCCOM49338L1033616332 22438 SH SOLE 0 0 22438 KIMBERLY-CLARK CORPCOM4943681032208523 16908 SH SOLE 0 0 16908 KIMCO RLTY CORPCOM49446R109252998 10891 SH SOLE 0 0 10891 KROGER COCOM5010441012118129 34593 SH SOLE 0 0 34593 LPL FINL HLDGS INCCOM50212V100282838 865 SH SOLE 0 0 865 L3HARRIS TECHNOLOGIES INCCOM5024311091339305 6410 SH SOLE 0 0 6410 LAM RESEARCH CORPCOM5128071087298405 101156 SH SOLE 0 0 101156 LEIDOS HOLDINGS INCCOM52532710210463007 73081 SH SOLE 0 0 73081 LENNAR CORPCL A5260571042770308 20340 SH SOLE 0 0 20340 LENNOX INTL INCCOM5261071071027205 1673 SH SOLE 0 0 1673 ELI LILLY & COCOM53245710827275538 35247 SH SOLE 0 0 35247 LINCOLN NATL CORP INDCOM534187109275895 5443 SH SOLE 0 0 5443 LOCKHEED MARTIN CORPCOM539830109327241 677 SH SOLE 0 0 677 LOEWS CORPCOM5404241085427121 64310 SH SOLE 0 0 64310 LOWES COS INCCOM5486611072953852 11972 SH SOLE 0 0 11972 LULULEMON ATHLETICA INCCOM550021109775397 2019 SH SOLE 0 0 2019 LYFT INCCL A COM55087P104330551 15746 SH SOLE 0 0 15746 M & T BK CORPCOM55261F104355058 1883 SH SOLE 0 0 1883 MSCI INCCOM55354G10017337081 28912 SH SOLE 0 0 28912 MANHATTAN ASSOCIATES INCCOM56275010911476543 42327 SH SOLE 0 0 42327 MAPLEBEAR INCCOM5653941031160157 17143 SH SOLE 0 0 17143 MARATHON PETE CORPCOM56585A1023116224 22981 SH SOLE 0 0 22981 MARKEL GROUP INCCOM5705351041040302 603 SH SOLE 0 0 603 MARKETAXESS HLDGS INCCOM57060D1081342337 5958 SH SOLE 0 0 5958 MARSH & MCLENNAN COS INCCOM5717481025219160 24621 SH SOLE 0 0 24621 MARRIOTT INTL INC NEWCL A5719032021591040 5676 SH SOLE 0 0 5676 MARVELL TECHNOLOGY INCCOM5738741044865250 43572 SH SOLE 0 0 43572 MASCO CORPCOM574599106836156 11530 SH SOLE 0 0 11530 MASTEC INCCOM576323109213865 979 SH SOLE 0 0 979 MASTERCARD INCORPORATEDCL A57636Q10423184113 44114 SH SOLE 0 0 44114 MATTEL INCCOM577081102491284 17274 SH SOLE 0 0 17274 MCCORMICK & CO INCCOM NON VTG579780206933015 12366 SH SOLE 0 0 12366 MCDONALDS CORPCOM5801351013824458 13206 SH SOLE 0 0 13206 MCKESSON CORPCOM58155Q1033619126 6341 SH SOLE 0 0 6341 MERCADOLIBRE INCCOM58733R1026678862 3879 SH SOLE 0 0 3879 MERCK & CO INCCOM58933Y10512814660 130270 SH SOLE 0 0 130270 PATHWARD FINANCIAL INCCOM59100U10865514713 110809 SH SOLE 0 0 110809 METLIFE INCCOM59156R1081630363 20002 SH SOLE 0 0 20002 METTLER TOLEDO INTERNATIONALCOM5926881052079964 1705 SH SOLE 0 0 1705 MICROSOFT CORPCOM594918104141216891 332408 SH SOLE 0 0 332408 MICROSTRATEGY INCNOTE 2/1594972AE1872858 3001 SH SOLE 0 0 3001 MICRON TECHNOLOGY INCCOM5951121034751511 55697 SH SOLE 0 0 55697 MONDELEZ INTL INCCL A6092071053987959 66957 SH SOLE 0 0 66957 MONGODB INCCL A60937P106420336 1797 SH SOLE 0 0 1797 MONSTER BEVERAGE CORP NEWCOM61174X1093211474 61136 SH SOLE 0 0 61136 MOODYS CORPCOM6153691053814758 8056 SH SOLE 0 0 8056 MORGAN STANLEYCOM NEW6174464486723727 53469 SH SOLE 0 0 53469 MOTOROLA SOLUTIONS INCCOM NEW6200763072752797 5938 SH SOLE 0 0 5938 NRG ENERGY INCCOM NEW6293775084939516 53603 SH SOLE 0 0 53603 NVR INCCOM62944T1052518350 308 SH SOLE 0 0 308 NETAPP INCCOM64110D10424627564 210769 SH SOLE 0 0 210769 NETFLIX INCCOM64110L10619308821 21444 SH SOLE 0 0 21444 NEUROCRINE BIOSCIENCES INCCOM64125C1091821664 13291 SH SOLE 0 0 13291 NEXTERA ENERGY INCCOM65339F1015556592 77433 SH SOLE 0 0 77433 NIKE INCCL B6541061034435852 59422 SH SOLE 0 0 59422 NORTHERN TR CORPCOM6658591048954716 87159 SH SOLE 0 0 87159 NORTHROP GRUMMAN CORPCOM6668071021493331 3201 SH SOLE 0 0 3201 GEN DIGITAL INCCOM668771108606166 22139 SH SOLE 0 0 22139 NUTANIX INCCL A67059N1087943031 128562 SH SOLE 0 0 128562 NVIDIA CORPORATIONCOM67066G104171989403 1250923 SH SOLE 0 0 1250923 OREILLY AUTOMOTIVE INCCOM67103H107247783 210 SH SOLE 0 0 210 OCCIDENTAL PETE CORPCOM674599105854592 17635 SH SOLE 0 0 17635 OKTA INCCL A6792951051963524 24655 SH SOLE 0 0 24655 ORACLE CORPCOM68389X1055622530 33686 SH SOLE 0 0 33686 OTIS WORLDWIDE CORPCOM68902V107838869 9062 SH SOLE 0 0 9062 OVINTIV INCCOM69047Q102387077 9728 SH SOLE 0 0 9728 OWENS CORNING NEWCOM690742101273209 1611 SH SOLE 0 0 1611 PG&E CORPCOM69331C108905125 44964 SH SOLE 0 0 44964 PNC FINL SVCS GROUP INCCOM6934751052330191 12103 SH SOLE 0 0 12103 PPG INDS INCCOM693506107588066 4938 SH SOLE 0 0 4938 PACKAGING CORP AMERCOM6951561091086782 4831 SH SOLE 0 0 4831 PAGERDUTY INCCOM69553P100219974 7597 SH SOLE 0 0 7597 PALANTIR TECHNOLOGIES INCCL A69608A1082480488 32139 SH SOLE 0 0 32139 PALO ALTO NETWORKS INCCOM6974351051865946 10130 SH SOLE 0 0 10130 PARKER-HANNIFIN CORPCOM7010941044080106 6407 SH SOLE 0 0 6407 PAYPAL HLDGS INCCOM70450Y1034201362 49179 SH SOLE 0 0 49179 PEPSICO INCCOM71344810811447274 75450 SH SOLE 0 0 75450 PFIZER INCCOM7170811037318948 277023 SH SOLE 0 0 277023 PHILLIPS 66COM7185461041930932 17242 SH SOLE 0 0 17242 PDD HOLDINGS INCSPONSORED ADS722304102280433 2971 SH SOLE 0 0 2971 PINTEREST INCCL A72352L10610185776 346629 SH SOLE 0 0 346629 PRICE T ROWE GROUP INCCOM74144T1083969843 34866 SH SOLE 0 0 34866 PRINCIPAL FINANCIAL GROUP INCOM74251V102603321 7812 SH SOLE 0 0 7812 PROCTER AND GAMBLE COCOM74271810919141830 114560 SH SOLE 0 0 114560 PROGRESSIVE CORPCOM7433151034799907 20033 SH SOLE 0 0 20033 PROLOGIS INC.COM74340W1035393732 51320 SH SOLE 0 0 51320 PRUDENTIAL FINL INCCOM7443201022214367 18742 SH SOLE 0 0 18742 PUBLIC STORAGE OPER COCOM74460D1092367072 8002 SH SOLE 0 0 8002 PULTE GROUP INCCOM7458671011497152 13753 SH SOLE 0 0 13753 PURE STORAGE INCCL A74624M102879593 14078 SH SOLE 0 0 14078 QORVO INCCOM74736K101238128 3415 SH SOLE 0 0 3415 QUALCOMM INCCOM74752510312902793 83470 SH SOLE 0 0 83470 RPM INTL INCCOM749685103400698 3254 SH SOLE 0 0 3254 RAYMOND JAMES FINL INCCOM7547301091512293 9736 SH SOLE 0 0 9736 RTX CORPORATIONCOM75513E1013625052 31462 SH SOLE 0 0 31462 REGENERON PHARMACEUTICALSCOM75886F1072655088 3779 SH SOLE 0 0 3779 RESMED INCCOM7611521071977143 8615 SH SOLE 0 0 8615 RINGCENTRAL INCCL A76680R2061088993 19091 SH SOLE 0 0 19091 ROBINHOOD MKTS INCCOM CL A7707001021039608 27158 SH SOLE 0 0 27158 ROBLOX CORPCL A7710491031349075 23069 SH SOLE 0 0 23069 ROSS STORES INCCOM7782961039867044 65129 SH SOLE 0 0 65129 S&P GLOBAL INCCOM78409V1047916028 15895 SH SOLE 0 0 15895 SBA COMMUNICATIONS CORP NEWCL A78410G1045815562 28603 SH SOLE 0 0 28603 SEI INVTS COCOM7841171038954044 108350 SH SOLE 0 0 108350 SS&C TECHNOLOGIES HLDGS INCCOM78467J1003313303 43792 SH SOLE 0 0 43792 SALESFORCE INCCOM79466L30212382763 36882 SH SOLE 0 0 36882 SAMSARA INCCOM CL A79589L1064182032 95241 SH SOLE 0 0 95241 SCHLUMBERGER LTDCOM STK8068571082689690 71137 SH SOLE 0 0 71137 SCHWAB CHARLES CORPCOM8085131055391863 72932 SH SOLE 0 0 72932 SEA LTDSPONSORD ADS81141R10010655030 99135 SH SOLE 0 0 99135 SERVICENOW INCCOM81762P1025060898 4740 SH SOLE 0 0 4740 SHERWIN WILLIAMS COCOM8243481064298738 12690 SH SOLE 0 0 12690 SIMON PPTY GROUP INC NEWCOM8288061094483800 26241 SH SOLE 0 0 26241 SKYWORKS SOLUTIONS INCCOM83088M102643786 7281 SH SOLE 0 0 7281 SNOWFLAKE INCCL A8334451092322845 14989 SH SOLE 0 0 14989 SOUTHERN COCOM8425871071450794 17611 SH SOLE 0 0 17611 BLOCK INCCL A852234103898332 10269 SH SOLE 0 0 10269 STANLEY BLACK & DECKER INCCOM854502101293295 3674 SH SOLE 0 0 3674 STARBUCKS CORPCOM8552441092183884 24110 SH SOLE 0 0 24110 STATE STR CORPCOM85747710322603417 229990 SH SOLE 0 0 229990 STRYKER CORPORATIONCOM8636671016372153 17590 SH SOLE 0 0 17590 SUNRISE COMMUNICATIONS AGADS CL A867975104385136 5528 SH SOLE 0 0 5528 SYNOPSYS INCCOM871607107779271 1601 SH SOLE 0 0 1601 SYNCHRONY FINANCIALCOM87165B1035154757 79243 SH SOLE 0 0 79243 SYSCO CORPCOM8718291072228261 29181 SH SOLE 0 0 29181 TJX COS INC NEWCOM8725401096969093 57553 SH SOLE 0 0 57553 T-MOBILE US INCCOM8725901043837939 17393 SH SOLE 0 0 17393 TARGET CORPCOM87612E1062697489 19974 SH SOLE 0 0 19974 TARGA RES CORPCOM87612G1011840527 10354 SH SOLE 0 0 10354 TELADOC HEALTH INCCOM87918A105598532 39965 SH SOLE 0 0 39965 TENCENT MUSIC ENTMT GROUPSPON ADS88034P109275313 24278 SH SOLE 0 0 24278 TERADYNE INCCOM880770102686714 5420 SH SOLE 0 0 5420 TESLA INCCOM88160R10158115577 139229 SH SOLE 0 0 139229 TEVA PHARMACEUTICAL INDS LTDSPONSORED ADS8816242094175268 187064 SH SOLE 0 0 187064 TEXAS INSTRS INCCOM8825081041661003 8837 SH SOLE 0 0 8837 TEXTRON INCCOM883203101358990 4689 SH SOLE 0 0 4689 THE TRADE DESK INCCOM CL A88339J1052725095 22677 SH SOLE 0 0 22677 THERMO FISHER SCIENTIFIC INCCOM88355610210285484 19824 SH SOLE 0 0 19824 3M COCOM88579Y1012064014 15984 SH SOLE 0 0 15984 TOAST INCCL A8887871082067493 56060 SH SOLE 0 0 56060 TRADEWEB MKTS INCCL A89267210612299622 92395 SH SOLE 0 0 92395 TRANSDIGM GROUP INCCOM8936411002037617 1592 SH SOLE 0 0 1592 TRANSUNIONCOM89400J1072695222 29059 SH SOLE 0 0 29059 TRAVELERS COMPANIES INCCOM89417E1094380026 18260 SH SOLE 0 0 18260 TRIMBLE INCCOM896239100680706 9665 SH SOLE 0 0 9665 TRUIST FINL CORPCOM89832Q1095888388 135771 SH SOLE 0 0 135771 TWILIO INCCL A90138F10219585072 177055 SH SOLE 0 0 177055 TYSON FOODS INCCL A9024941039910590 173444 SH SOLE 0 0 173444 UDR INCCOM902653104355112 8245 SH SOLE 0 0 8245 US BANCORP DELCOM NEW9029733042727717 56533 SH SOLE 0 0 56533 UBER TECHNOLOGIES INCCOM90353T1006716787 110528 SH SOLE 0 0 110528 ULTA BEAUTY INCCOM90384S303365736 840 SH SOLE 0 0 840 UNION PAC CORPCOM9078181086800670 29855 SH SOLE 0 0 29855 UNITED PARCEL SERVICE INCCL B9113121064487835 35811 SH SOLE 0 0 35811 UNITED RENTALS INCCOM911363109401002 568 SH SOLE 0 0 568 UNITED THERAPEUTICS CORP DELCOM91307C1026982563 19524 SH SOLE 0 0 19524 UNITEDHEALTH GROUP INCCOM91324P10219336516 38079 SH SOLE 0 0 38079 UNIVERSAL HLTH SVCS INCCL B9139031005817002 32612 SH SOLE 0 0 32612 VALERO ENERGY CORPCOM91913Y100316794 2649 SH SOLE 0 0 2649 VEEVA SYS INCCL A COM9224751086350867 30032 SH SOLE 0 0 30032 VERACYTE INCCOM92337F107574540 8929 SH SOLE 0 0 8929 VERALTO CORPCOM SHS92338C1031033565 10132 SH SOLE 0 0 10132 VERISIGN INCCOM92343E1021949886 9507 SH SOLE 0 0 9507 VERIZON COMMUNICATIONS INCCOM92343V1048324593 210217 SH SOLE 0 0 210217 VERISK ANALYTICS INCCOM92345Y1062686535 9743 SH SOLE 0 0 9743 VERTEX PHARMACEUTICALS INCCOM92532F1001402517 3512 SH SOLE 0 0 3512 VERTIV HOLDINGS COCOM CL A92537N10810769658 92714 SH SOLE 0 0 92714 VIATRIS INCCOM92556V10610302946 832225 SH SOLE 0 0 832225 VICI PPTYS INCCOM9256521091512030 52121 SH SOLE 0 0 52121 VIKING THERAPEUTICS INCCOM92686J106341732 4827 SH SOLE 0 0 4827 VIPSHOP HLDGS LTDSPONSORED ADS A92763W103318083 23952 SH SOLE 0 0 23952 VISA INCCOM CL A92826C83926731036 84777 SH SOLE 0 0 84777 VISTRA CORPCOM92840M1021347386 9618 SH SOLE 0 0 9618 WALMART INCCOM93114210320073210 221632 SH SOLE 0 0 221632 WELLS FARGO CO NEWCOM94974610111802687 167628 SH SOLE 0 0 167628 WILLIAMS COS INCCOM969457100795394 14686 SH SOLE 0 0 14686 WILLIAMS SONOMA INCCOM9699041012565632 13756 SH SOLE 0 0 13756 WORKDAY INCCL A98138H101901542 3441 SH SOLE 0 0 3441 YELP INCCL A9858171051156561 18631 SH SOLE 0 0 18631 ZILLOW GROUP INCCL C CAP STK98954M2001187269 15913 SH SOLE 0 0 15913 ZIMMER BIOMET HOLDINGS INCCOM98956P1021060008 10057 SH SOLE 0 0 10057 ZOETIS INCCL A98978V1033459444 21323 SH SOLE 0 0 21323 ZSCALER INCCOM98980G102590045 3222 SH SOLE 0 0 3222 ZOOM COMMUNICATIONS INCCL A98980L1015430976 65647 SH SOLE 0 0 65647