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
ALKERMES PLC SHS G01767105   1,100,688 26,520 SH   SOLE   26,520 0 0
AON PLC SHS CL A G0403H108   6,807,533 19,096 SH   SOLE   19,096 0 0
ARCH CAP GROUP LTD ORD G0450A105   36,065,586 373,118 SH   SOLE   373,118 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   6,887,160 25,508 SH   SOLE   25,508 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   2,405,672 16,600 SH   SOLE   16,600 0 0
CRH PLC ORD G25508105   884,193 7,028 SH   SOLE   7,028 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   460,874 18,807 SH   SOLE   18,807 0 0
EATON CORP PLC SHS G29183103   13,099,110 40,825 SH   SOLE   40,825 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   7,400,009 1,444,621 SH   SOLE   1,444,621 0 0
INVESCO LTD SHS G491BT108   597,710 15,136 SH   SOLE   15,136 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   1,044,976 4,099 SH   SOLE   4,099 0 0
LINDE PLC SHS G54950103   21,841,220 50,988 SH   SOLE   50,988 0 0
MEDTRONIC PLC SHS G5960L103   20,383,178 210,875 SH   SOLE   210,875 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   2,486,306 147,293 SH   SOLE   147,293 0 0
PENTAIR PLC SHS G7S00T104   8,286,911 78,341 SH   SOLE   78,341 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   860,002 22,057 SH   SOLE   22,057 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   6,810,145 24,315 SH   SOLE   24,315 0 0
SIGNET JEWELERS LIMITED SHS G81276100   291,236 2,350 SH   SOLE   2,350 0 0
STERIS PLC SHS USD G8473T100   3,807,780 14,905 SH   SOLE   14,905 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   8,627,413 22,025 SH   SOLE   22,025 0 0
CHUBB LIMITED COM H1467J104   15,143,747 48,207 SH   SOLE   48,207 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   7,623,710 13,220 SH   SOLE   13,220 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   7,736,474 41,270 SH   SOLE   41,270 0 0
WIX COM LTD SHS M98068105   2,584,923 24,992 SH   SOLE   24,992 0 0
AERCAP HOLDINGS NV SHS N00985106   6,302,954 43,728 SH   SOLE   43,728 0 0
NXP SEMICONDUCTORS N V COM N6596X109   2,771,308 12,598 SH   SOLE   12,598 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   5,019,894 17,820 SH   SOLE   17,820 0 0
FLEX LTD ORD Y2573F102   11,365,781 184,300 SH   SOLE   184,300 0 0
AES CORP COM 00130H105   319,342 14,757 SH   SOLE   14,757 0 0
AT&T INC COM 00206R102   23,268,902 937,884 SH   SOLE   937,884 0 0
ABBOTT LABS COM 002824100   18,458,341 146,751 SH   SOLE   146,751 0 0
ABBVIE INC COM 00287Y109   55,144,492 240,030 SH   SOLE   240,030 0 0
ABERCROMBIE & FITCH CO CL A 002896207   386,426 2,030 SH   SOLE   2,030 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   204,106 8,329 SH   SOLE   8,329 0 0
ADOBE INC COM 00724F101   52,141,869 147,916 SH   SOLE   147,916 0 0
AECOM COM 00766T100   4,446,787 45,881 SH   SOLE   45,881 0 0
ADVANCED MICRO DEVICES INC COM 007903107   38,793,501 180,150 SH   SOLE   180,150 0 0
AFFIRM HLDGS INC COM CL A 00827B106   397,985 5,247 SH   SOLE   5,247 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   912,008 6,627 SH   SOLE   6,627 0 0
AIRBNB INC COM CL A 009066101   8,845,481 64,608 SH   SOLE   64,608 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   533,816 4,066 SH   SOLE   4,066 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   1,660,498 64,500 SH   SOLE   64,500 0 0
ALCOA CORP COM 013872106   547,570 6,747 SH   SOLE   6,747 0 0
ALIGHT INC COM CL A 01626W101   505,902 172,072 SH   SOLE   172,072 0 0
ATI INC COM 01741R102   252,779 1,458 SH   SOLE   1,458 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   1,668,120 14,981 SH   SOLE   14,981 0 0
ALLSTATE CORP COM 020002101   8,352,918 39,947 SH   SOLE   39,947 0 0
ALLY FINL INC COM 02005N100   1,735,203 25,503 SH   SOLE   25,503 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   7,135,007 17,961 SH   SOLE   17,961 0 0
ALPHABET INC CAP STK CL A 02079K305   440,446,286 1,401,954 SH   SOLE   1,401,954 0 0
ALTRIA GROUP INC COM 02209S103   5,891,154 101,976 SH   SOLE   101,976 0 0
AMAZON COM INC COM 023135106   297,424,705 1,279,081 SH   SOLE   1,279,081 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   1,452,773 36,472 SH   SOLE   36,472 0 0
AMERICAN EXPRESS CO COM 025816109   2,267,597 6,073 SH   SOLE   6,073 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   25,188,288 292,445 SH   SOLE   292,445 0 0
AMERICAN TOWER CORP NEW COM 03027X100   15,857,616 89,733 SH   SOLE   89,733 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   781,273 5,958 SH   SOLE   5,958 0 0
CENCORA INC COM 03073E105   17,868,082 52,547 SH   SOLE   52,547 0 0
AMERIPRISE FINL INC COM 03076C106   15,022,493 30,381 SH   SOLE   30,381 0 0
AMETEK INC COM 031100100   7,257,644 35,056 SH   SOLE   35,056 0 0
AMGEN INC COM 031162100   17,591,817 53,521 SH   SOLE   53,521 0 0
AMPHENOL CORP NEW CL A 032095101   16,529,504 121,362 SH   SOLE   121,362 0 0
ANALOG DEVICES INC COM 032654105   15,958,248 58,068 SH   SOLE   58,068 0 0
APPLE INC COM 037833100   535,947,627 1,962,603 SH   SOLE   1,962,603 0 0
APPLIED MATLS INC COM 038222105   24,286,657 93,421 SH   SOLE   93,421 0 0
APPLOVIN CORP COM CL A 03831W108   18,130,111 26,135 SH   SOLE   26,135 0 0
ASTERA LABS INC COM 04626A103   1,899,741 11,120 SH   SOLE   11,120 0 0
ATLASSIAN CORPORATION CL A 049468101   27,092,132 165,197 SH   SOLE   165,197 0 0
AUTODESK INC COM 052769106   52,707,058 175,960 SH   SOLE   175,960 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   292,231 1,126 SH   SOLE   1,126 0 0
AUTOZONE INC COM 053332102   781,736 230 SH   SOLE   230 0 0
BALL CORP COM 058498106   232,393 4,365 SH   SOLE   4,365 0 0
BANK AMERICA CORP COM 060505104   48,442,362 876,309 SH   SOLE   876,309 0 0
BANK NEW YORK MELLON CORP COM 064058100   13,163,536 112,634 SH   SOLE   112,634 0 0
BECTON DICKINSON & CO COM 075887109   7,833,817 40,042 SH   SOLE   40,042 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   34,900,555 69,287 SH   SOLE   69,287 0 0
BEST BUY INC COM 086516101   977,634 14,413 SH   SOLE   14,413 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103   214,154 18,733 SH   SOLE   18,733 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   635,807 7,222 SH   SOLE   7,222 0 0
BLACKBAUD INC COM 09227Q100   728,524 7,685 SH   SOLE   7,685 0 0
BLACKSTONE INC COM 09260D107   3,293,564 21,279 SH   SOLE   21,279 0 0
BOOKING HOLDINGS INC COM 09857L108   57,663,469 10,625 SH   SOLE   10,625 0 0
BORGWARNER INC COM 099724106   1,258,427 18,439 SH   SOLE   18,439 0 0
BOSTON SCIENTIFIC CORP COM 101137107   20,920,867 217,903 SH   SOLE   217,903 0 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106   973,111 17,323 SH   SOLE   17,323 0 0
BRINKER INTL INC COM 109641100   219,480 1,030 SH   SOLE   1,030 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   50,867,466 938,341 SH   SOLE   938,341 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   2,904,019 12,893 SH   SOLE   12,893 0 0
BROADCOM INC COM 11135F101   212,653,524 607,842 SH   SOLE   607,842 0 0
CBOE GLOBAL MKTS INC COM 12503M108   30,529,273 119,939 SH   SOLE   119,939 0 0
CBRE GROUP INC CL A 12504L109   64,542,072 395,212 SH   SOLE   395,212 0 0
CF INDS HLDGS INC COM 125269100   2,357,828 30,649 SH   SOLE   30,649 0 0
THE CIGNA GROUP COM 125523100   9,583,903 34,664 SH   SOLE   34,664 0 0
CME GROUP INC COM 12572Q105   1,181,380 4,283 SH   SOLE   4,283 0 0
CMS ENERGY CORP COM 125896100   2,507,515 35,608 SH   SOLE   35,608 0 0
CVS HEALTH CORP COM 126650100   12,213,297 152,953 SH   SOLE   152,953 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   267,944 849 SH   SOLE   849 0 0
CAPITAL ONE FINL CORP COM 14040H105   18,977,450 77,786 SH   SOLE   77,786 0 0
CARDINAL HEALTH INC COM 14149Y108   7,202,412 34,759 SH   SOLE   34,759 0 0
CARGURUS INC COM CL A 141788109   1,267,045 22,254 SH   SOLE   22,254 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   47,589,447 1,536,464 SH   SOLE   1,536,464 0 0
CATERPILLAR INC COM 149123101   6,042,386 10,465 SH   SOLE   10,465 0 0
CHARLES RIV LABS INTL INC COM 159864107   341,228 1,132 SH   SOLE   1,132 0 0
CHEVRON CORP NEW COM 166764100   932,594 6,123 SH   SOLE   6,123 0 0
CIENA CORP COM NEW 171779309   3,492,689 14,653 SH   SOLE   14,653 0 0
CISCO SYS INC COM 17275R102   23,238,018 300,194 SH   SOLE   300,194 0 0
CINTAS CORP COM 172908105   6,143,546 32,275 SH   SOLE   32,275 0 0
CITIGROUP INC COM NEW 172967424   30,400,172 259,365 SH   SOLE   259,365 0 0
CITIZENS FINL GROUP INC COM 174610105   43,168,554 732,291 SH   SOLE   732,291 0 0
COCA COLA CO COM 191216100   32,982,580 470,709 SH   SOLE   470,709 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   22,930,001 272,522 SH   SOLE   272,522 0 0
COLGATE PALMOLIVE CO COM 194162103   10,989,316 138,213 SH   SOLE   138,213 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104   229,511 3,263 SH   SOLE   3,263 0 0
COMFORT SYS USA INC COM 199908104   5,063,235 5,347 SH   SOLE   5,347 0 0
COMCAST CORP NEW CL A 20030N101   14,329,706 478,135 SH   SOLE   478,135 0 0
CONCENTRIX CORP COM 20602D101   295,760 4,749 SH   SOLE   4,749 0 0
CONOCOPHILLIPS COM 20825C104   8,670,280 92,139 SH   SOLE   92,139 0 0
CONSOLIDATED EDISON INC COM 209115104   9,366,286 93,766 SH   SOLE   93,766 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,883,094 5,273 SH   SOLE   5,273 0 0
CORTEVA INC COM 22052L104   866,715 12,865 SH   SOLE   12,865 0 0
COSTCO WHSL CORP NEW COM 22160K105   40,221,562 46,464 SH   SOLE   46,464 0 0
CRITEO S A SPONS ADS 226718104   824,055 26,817 SH   SOLE   26,817 0 0
CROWN CASTLE INC COM 22822V101   20,462,350 229,656 SH   SOLE   229,656 0 0
DTE ENERGY CO COM 233331107   6,257,472 48,216 SH   SOLE   48,216 0 0
DXC TECHNOLOGY CO COM 23355L106   480,596 21,627 SH   SOLE   21,627 0 0
DANAHER CORPORATION COM 235851102   13,828,667 59,950 SH   SOLE   59,950 0 0
DATADOG INC CL A COM 23804L103   646,019 4,699 SH   SOLE   4,699 0 0
DECKERS OUTDOOR CORP COM 243537107   1,000,726 9,528 SH   SOLE   9,528 0 0
DELL TECHNOLOGIES INC CL C 24703L202   286,669 2,241 SH   SOLE   2,241 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   206,633 2,980 SH   SOLE   2,980 0 0
DEVON ENERGY CORP NEW COM 25179M103   46,572,627 1,256,797 SH   SOLE   1,256,797 0 0
DIGITAL RLTY TR INC COM 253868103   2,513,969 16,075 SH   SOLE   16,075 0 0
DISNEY WALT CO COM 254687106   30,276,781 263,758 SH   SOLE   263,758 0 0
DOCUSIGN INC COM 256163106   39,865,765 568,858 SH   SOLE   568,858 0 0
DOLLAR GEN CORP NEW COM 256677105   510,547 3,759 SH   SOLE   3,759 0 0
DOMINOS PIZZA INC COM 25754A201   219,398 520 SH   SOLE   520 0 0
DOORDASH INC CL A 25809K105   899,060 3,941 SH   SOLE   3,941 0 0
DOVER CORP COM 260003108   2,090,139 10,568 SH   SOLE   10,568 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   10,415,268 88,505 SH   SOLE   88,505 0 0
DYNATRACE INC COM NEW 268150109   2,242,794 50,857 SH   SOLE   50,857 0 0
EOG RES INC COM 26875P101   16,072,682 152,117 SH   SOLE   152,117 0 0
EBAY INC. COM 278642103   32,037,906 367,829 SH   SOLE   367,829 0 0
ECOLAB INC COM 278865100   2,787,619 10,540 SH   SOLE   10,540 0 0
EDISON INTL COM 281020107   17,024,310 280,143 SH   SOLE   280,143 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   278,857 3,235 SH   SOLE   3,235 0 0
ELECTRONIC ARTS INC COM 285512109   35,856,886 175,468 SH   SOLE   175,468 0 0
EMCOR GROUP INC COM 29084Q100   39,620,166 64,183 SH   SOLE   64,183 0 0
EQUINIX INC COM 29444U700   9,766,850 12,689 SH   SOLE   12,689 0 0
ESSENTIAL UTILS INC COM 29670G102   478,972 12,457 SH   SOLE   12,457 0 0
ETSY INC COM 29786A106   620,064 7,505 SH   SOLE   7,505 0 0
EVERSOURCE ENERGY COM 30040W108   1,533,925 22,708 SH   SOLE   22,708 0 0
EXACT SCIENCES CORP COM 30063P105   243,627 1,602 SH   SOLE   1,602 0 0
EXELON CORP COM 30161N101   1,004,626 22,874 SH   SOLE   22,874 0 0
EXELIXIS INC COM 30161Q104   1,684,753 25,633 SH   SOLE   25,633 0 0
EXPEDIA GROUP INC COM NEW 30212P303   55,953,140 194,594 SH   SOLE   194,594 0 0
EXPEDITORS INTL WASH INC COM 302130109   1,212,219 8,075 SH   SOLE   8,075 0 0
EXXON MOBIL CORP COM 30231G102   24,918,011 205,951 SH   SOLE   205,951 0 0
META PLATFORMS INC CL A 30303M102   200,488,909 301,057 SH   SOLE   301,057 0 0
FAIR ISAAC CORP COM 303250104   4,730,983 2,710 SH   SOLE   2,710 0 0
FEDEX CORP COM 31428X106   440,374 1,513 SH   SOLE   1,513 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   1,055,216 4,678 SH   SOLE   4,678 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   4,574,210 68,099 SH   SOLE   68,099 0 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103   1,996,080 924 SH   SOLE   924 0 0
FISERV INC COM 337738108   2,964,533 43,893 SH   SOLE   43,893 0 0
FIVE9 INC COM 338307101   649,947 21,775 SH   SOLE   21,775 0 0
FORTINET INC COM 34959E109   38,409,992 477,174 SH   SOLE   477,174 0 0
FORTIVE CORP COM 34959J108   20,312,821 363,118 SH   SOLE   363,118 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,976,331 57,894 SH   SOLE   57,894 0 0
FRESHWORKS INC CLASS A COM 358054104   278,138 15,115 SH   SOLE   15,115 0 0
GAP INC COM 364760108   1,102,051 28,511 SH   SOLE   28,511 0 0
GE VERNOVA INC COM 36828A101   23,796,513 36,075 SH   SOLE   36,075 0 0
GENERAL DYNAMICS CORP COM 369550108   1,374,175 4,048 SH   SOLE   4,048 0 0
GE AEROSPACE COM NEW 369604301   28,437,742 91,208 SH   SOLE   91,208 0 0
GENERAL MTRS CO COM 37045V100   52,168,816 633,655 SH   SOLE   633,655 0 0
GILEAD SCIENCES INC COM 375558103   19,174,076 155,659 SH   SOLE   155,659 0 0
GLOBAL PMTS INC COM 37940X102   50,815,952 633,595 SH   SOLE   633,595 0 0
GODADDY INC CL A 380237107   49,084,422 384,847 SH   SOLE   384,847 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   34,755,053 39,297 SH   SOLE   39,297 0 0
WW GRAINGER INC COM 384802104   2,781,449 2,724 SH   SOLE   2,724 0 0
GRIFOLS S A SP ADR REP B NVT 398438408   387,508 28,223 SH   SOLE   28,223 0 0
HCA HEALTHCARE INC COM 40412C101   13,735,898 29,024 SH   SOLE   29,024 0 0
HP INC COM 40434L105   665,657 29,068 SH   SOLE   29,068 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   1,698,524 16,811 SH   SOLE   16,811 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   14,447,829 104,061 SH   SOLE   104,061 0 0
HASBRO INC COM 418056107   1,707,057 13,836 SH   SOLE   13,836 0 0
HECLA MNG CO COM 422704106   339,651 11,677 SH   SOLE   11,677 0 0
HEICO CORP NEW COM 422806109   5,255,555 18,937 SH   SOLE   18,937 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   10,404,945 35,826 SH   SOLE   35,826 0 0
HOLOGIC INC COM 436440101   12,326,083 165,362 SH   SOLE   165,362 0 0
HOME DEPOT INC COM 437076102   5,504,309 16,206 SH   SOLE   16,206 0 0
HONEYWELL INTL INC COM 438516106   543,328 2,767 SH   SOLE   2,767 0 0
HOWMET AEROSPACE INC COM 443201108   31,256,702 150,410 SH   SOLE   150,410 0 0
HUBBELL INC COM 443510607   4,150,793 9,294 SH   SOLE   9,294 0 0
HUBSPOT INC COM 443573100   25,543,709 62,156 SH   SOLE   62,156 0 0
HUNT J B TRANS SVCS INC COM 445658107   314,328 1,602 SH   SOLE   1,602 0 0
HUNTINGTON BANCSHARES INC COM 446150104   33,351,610 1,909,079 SH   SOLE   1,909,079 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   134,822 10,729 SH   SOLE   10,729 0 0
IDEXX LABS INC COM 45168D104   7,723,180 11,319 SH   SOLE   11,319 0 0
ILLINOIS TOOL WKS INC COM 452308109   27,992,879 111,601 SH   SOLE   111,601 0 0
ILLUMINA INC COM 452327109   4,136,490 31,160 SH   SOLE   31,160 0 0
INCYTE CORP COM 45337C102   43,362,331 435,993 SH   SOLE   435,993 0 0
INSULET CORP COM 45784P101   35,734,628 123,971 SH   SOLE   123,971 0 0
INTEL CORP COM 458140100   3,488,520 93,526 SH   SOLE   93,526 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   5,022,615 77,271 SH   SOLE   77,271 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   10,811,471 66,263 SH   SOLE   66,263 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,436,550 4,756 SH   SOLE   4,756 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   20,748,103 36,233 SH   SOLE   36,233 0 0
INTUIT COM 461202103   17,391,425 25,962 SH   SOLE   25,962 0 0
IQVIA HLDGS INC COM 46266C105   48,141,863 211,436 SH   SOLE   211,436 0 0
JPMORGAN CHASE & CO. COM 46625H100   103,889,943 321,223 SH   SOLE   321,223 0 0
JABIL INC COM 466313103   58,893,363 252,769 SH   SOLE   252,769 0 0
JACKSON FINANCIAL INC COM CL A 46817M107   1,690,640 10,532 SH   SOLE   10,532 0 0
JOHNSON & JOHNSON COM 478160104   44,708,699 216,078 SH   SOLE   216,078 0 0
JONES LANG LASALLE INC COM 48020Q107   846,237 1,672 SH   SOLE   1,672 0 0
ZIFF DAVIS INC COM 48123V102   644,582 12,139 SH   SOLE   12,139 0 0
KLA CORP COM NEW 482480100   25,436,373 20,453 SH   SOLE   20,453 0 0
KKR & CO INC COM 48251W104   527,167 4,098 SH   SOLE   4,098 0 0
KEYCORP COM 493267108   2,313,779 111,615 SH   SOLE   111,615 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,057,655 5,134 SH   SOLE   5,134 0 0
KIMBERLY-CLARK CORP COM 494368103   1,597,595 15,729 SH   SOLE   15,729 0 0
KOHLS CORP COM 500255104   322,354 10,614 SH   SOLE   10,614 0 0
KROGER CO COM 501044101   18,305,757 292,051 SH   SOLE   292,051 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   2,096,951 7,097 SH   SOLE   7,097 0 0
LEIDOS HOLDINGS INC COM 525327102   22,966,604 125,261 SH   SOLE   125,261 0 0
ELI LILLY & CO COM 532457108   105,365,244 97,583 SH   SOLE   97,583 0 0
LINCOLN NATL CORP IND COM 534187109   325,403 4,855 SH   SOLE   4,855 0 0
LOCKHEED MARTIN CORP COM 539830109   1,897,344 3,888 SH   SOLE   3,888 0 0
LOEWS CORP COM 540424108   1,576,178 14,843 SH   SOLE   14,843 0 0
LYFT INC CL A COM 55087P104   1,148,073 39,838 SH   SOLE   39,838 0 0
M & T BK CORP COM 55261F104   11,578,942 56,885 SH   SOLE   56,885 0 0
MSCI INC COM 55354G100   73,123,849 125,355 SH   SOLE   125,355 0 0
MACYS INC COM 55616P104   553,587 16,754 SH   SOLE   16,754 0 0
MAPLEBEAR INC COM 565394103   229,076 3,414 SH   SOLE   3,414 0 0
MARATHON PETE CORP COM 56585A102   7,067,195 43,140 SH   SOLE   43,140 0 0
MARKEL GROUP INC COM 570535104   1,932,482 889 SH   SOLE   889 0 0
MARSH & MCLENNAN COS INC COM 571748102   11,665,221 62,261 SH   SOLE   62,261 0 0
MARVELL TECHNOLOGY INC COM 573874104   22,720,543 260,196 SH   SOLE   260,196 0 0
MASCO CORP COM 574599106   391,941 6,105 SH   SOLE   6,105 0 0
MASTERCARD INCORPORATED CL A 57636Q104   90,977,140 157,558 SH   SOLE   157,558 0 0
MATCH GROUP INC NEW COM 57667L107   782,144 16,296 SH   SOLE   16,296 0 0
MCDONALDS CORP COM 580135101   1,716,651 5,573 SH   SOLE   5,573 0 0
MCKESSON CORP COM 58155Q103   15,399,921 18,614 SH   SOLE   18,614 0 0
PEDIATRIX MEDICAL GROUP INC COM 58502B106   213,558 6,558 SH   SOLE   6,558 0 0
MEDPACE HLDGS INC COM 58506Q109   453,345 534 SH   SOLE   534 0 0
MERCADOLIBRE INC COM 58733R102   13,851,112 6,854 SH   SOLE   6,854 0 0
MERCK & CO INC COM 58933Y105   34,569,621 325,944 SH   SOLE   325,944 0 0
METLIFE INC COM 59156R108   4,983,537 62,466 SH   SOLE   62,466 0 0
MICROSOFT CORP COM 594918104   443,087,146 908,934 SH   SOLE   908,934 0 0
MICRON TECHNOLOGY INC COM 595112103   45,306,732 154,826 SH   SOLE   154,826 0 0
MONGODB INC CL A 60937P106   9,286,500 21,991 SH   SOLE   21,991 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   15,084,267 194,862 SH   SOLE   194,862 0 0
MORGAN STANLEY COM NEW 617446448   14,103,804 78,757 SH   SOLE   78,757 0 0
MOSAIC CO NEW COM 61945C103   334,792 9,289 SH   SOLE   9,289 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   291,027 758 SH   SOLE   758 0 0
NRG ENERGY INC COM NEW 629377508   3,962,621 24,700 SH   SOLE   24,700 0 0
NVR INC COM 62944T105   805,992 110 SH   SOLE   110 0 0
NASDAQ INC COM 631103108   6,761,362 68,867 SH   SOLE   68,867 0 0
NETAPP INC COM 64110D104   56,577,582 516,620 SH   SOLE   516,620 0 0
NETFLIX INC COM 64110L106   52,142,993 556,014 SH   SOLE   556,014 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   10,532,771 74,727 SH   SOLE   74,727 0 0
NEWMONT CORP COM 651639106   39,156,919 384,419 SH   SOLE   384,419 0 0
NEXTERA ENERGY INC COM 65339F101   15,883,173 197,233 SH   SOLE   197,233 0 0
NIKE INC CL B 654106103   711,150 11,622 SH   SOLE   11,622 0 0
NORTHERN TR CORP COM 665859104   20,153,581 145,903 SH   SOLE   145,903 0 0
NORTHROP GRUMMAN CORP COM 666807102   2,709,098 4,715 SH   SOLE   4,715 0 0
GEN DIGITAL INC COM 668771108   6,660,835 242,565 SH   SOLE   242,565 0 0
NUTANIX INC CL A 67059N108   4,660,085 89,686 SH   SOLE   89,686 0 0
NVIDIA CORPORATION COM 67066G104   602,957,604 3,215,088 SH   SOLE   3,215,088 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   2,335,412 25,532 SH   SOLE   25,532 0 0
OKTA INC CL A 679295105   1,755,420 20,078 SH   SOLE   20,078 0 0
ORACLE CORP COM 68389X105   22,138,400 112,258 SH   SOLE   112,258 0 0
OTIS WORLDWIDE CORP COM 68902V107   1,407,544 15,993 SH   SOLE   15,993 0 0
OVINTIV INC COM 69047Q102   1,655,539 28,041 SH   SOLE   28,041 0 0
PG&E CORP COM 69331C108   20,656,786 1,284,626 SH   SOLE   1,284,626 0 0
PNC FINL SVCS GROUP INC COM 693475105   14,512,275 68,759 SH   SOLE   68,759 0 0
PPL CORP COM 69351T106   331,501 9,383 SH   SOLE   9,383 0 0
PTC INC COM 69370C100   427,299 2,436 SH   SOLE   2,436 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   13,801,812 76,942 SH   SOLE   76,942 0 0
PALO ALTO NETWORKS INC COM 697435105   2,889,262 15,463 SH   SOLE   15,463 0 0
PARKER-HANNIFIN CORP COM 701094104   18,000,383 20,252 SH   SOLE   20,252 0 0
PAYPAL HLDGS INC COM 70450Y103   8,564,240 144,911 SH   SOLE   144,911 0 0
PEGASYSTEMS INC COM 705573103   370,452 4,048 SH   SOLE   4,048 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   322,065 34,639 SH   SOLE   34,639 0 0
PEPSICO INC COM 713448108   29,527,756 204,617 SH   SOLE   204,617 0 0
PFIZER INC COM 717081103   10,132,720 405,471 SH   SOLE   405,471 0 0
PHILIP MORRIS INTL INC COM 718172109   8,467,880 52,287 SH   SOLE   52,287 0 0
PHREESIA INC COM 71944F106   606,066 23,846 SH   SOLE   23,846 0 0
PRICE T ROWE GROUP INC COM 74144T108   24,334,154 234,795 SH   SOLE   234,795 0 0
PRIMORIS SVCS CORP COM 74164F103   459,983 2,479 SH   SOLE   2,479 0 0
PROCTER AND GAMBLE CO COM 742718109   24,276,747 168,530 SH   SOLE   168,530 0 0
PROGRESSIVE CORP COM 743315103   9,200,870 40,009 SH   SOLE   40,009 0 0
PROLOGIS INC. COM 74340W103   15,536,287 120,427 SH   SOLE   120,427 0 0
PRUDENTIAL FINL INC COM 744320102   5,713,605 50,256 SH   SOLE   50,256 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   5,567,822 68,815 SH   SOLE   68,815 0 0
PUBLIC STORAGE OPER CO COM 74460D109   4,637,147 17,758 SH   SOLE   17,758 0 0
PURE STORAGE INC CL A 74624M102   14,594,102 215,284 SH   SOLE   215,284 0 0
QORVO INC COM 74736K101   562,458 4,392 SH   SOLE   4,392 0 0
QUALCOMM INC COM 747525103   61,812,454 355,960 SH   SOLE   355,960 0 0
QUANTA SVCS INC COM 74762E102   1,606,322 3,746 SH   SOLE   3,746 0 0
RPM INTL INC COM 749685103   223,988 2,132 SH   SOLE   2,132 0 0
RAYMOND JAMES FINL INC COM 754730109   28,396,022 174,691 SH   SOLE   174,691 0 0
RTX CORPORATION COM 75513E101   7,493,255 40,722 SH   SOLE   40,722 0 0
REDDIT INC CL A 75734B100   3,866,308 16,568 SH   SOLE   16,568 0 0
REGENERON PHARMACEUTICALS COM 75886F107   10,750,027 13,890 SH   SOLE   13,890 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   1,301,552 47,641 SH   SOLE   47,641 0 0
RESMED INC COM 761152107   3,760,691 15,471 SH   SOLE   15,471 0 0
RINGCENTRAL INC CL A 76680R206   1,690,465 38,593 SH   SOLE   38,593 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,830,575 15,856 SH   SOLE   15,856 0 0
ROBLOX CORP CL A 771049103   4,156,766 50,810 SH   SOLE   50,810 0 0
ROCKWELL AUTOMATION INC COM 773903109   19,523,772 49,593 SH   SOLE   49,593 0 0
ROKU INC COM CL A 77543R102   475,495 2,875 SH   SOLE   2,875 0 0
ROSS STORES INC COM 778296103   14,352,514 79,099 SH   SOLE   79,099 0 0
RYDER SYS INC COM 783549108   293,387 1,019 SH   SOLE   1,019 0 0
S&P GLOBAL INC COM 78409V104   22,240,550 42,147 SH   SOLE   42,147 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   7,334,272 37,658 SH   SOLE   37,658 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   23,698,619 267,781 SH   SOLE   267,781 0 0
SALESFORCE INC COM 79466L302   30,407,420 114,348 SH   SOLE   114,348 0 0
SANDISK CORP COM 80004C200   704,827 1,966 SH   SOLE   1,966 0 0
SCHWAB CHARLES CORP COM 808513105   21,249,533 211,333 SH   SOLE   211,333 0 0
SEA LTD SPONSORD ADS 81141R100   47,666,732 370,365 SH   SOLE   370,365 0 0
SEMPRA COM 816851109   544,518 6,112 SH   SOLE   6,112 0 0
SERVICENOW INC COM 81762P102   14,792,045 95,909 SH   SOLE   95,909 0 0
SHERWIN WILLIAMS CO COM 824348106   1,129,166 3,462 SH   SOLE   3,462 0 0
SIMON PPTY GROUP INC NEW COM 828806109   2,232,058 11,947 SH   SOLE   11,947 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,647,347 17,124 SH   SOLE   17,124 0 0
SNOWFLAKE INC COM SHS 833445109   5,449,551 24,542 SH   SOLE   24,542 0 0
SOLVENTUM CORP COM SHS 83444M101   6,595,966 82,285 SH   SOLE   82,285 0 0
SOUTHERN CO COM 842587107   8,604,716 98,261 SH   SOLE   98,261 0 0
STATE STR CORP COM 857477103   12,944,587 99,314 SH   SOLE   99,314 0 0
STRYKER CORPORATION COM 863667101   16,993,511 47,988 SH   SOLE   47,988 0 0
SYNCHRONY FINANCIAL COM 87165B103   56,364,692 668,541 SH   SOLE   668,541 0 0
SYSCO CORP COM 871829107   4,528,723 61,034 SH   SOLE   61,034 0 0
TJX COS INC NEW COM 872540109   22,633,252 145,692 SH   SOLE   145,692 0 0
T-MOBILE US INC COM 872590104   12,019,105 58,975 SH   SOLE   58,975 0 0
TAPESTRY INC COM 876030107   66,218,064 506,737 SH   SOLE   506,737 0 0
TARGA RES CORP COM 87612G101   5,540,797 29,847 SH   SOLE   29,847 0 0
TELADOC HEALTH INC COM 87918A105   365,485 34,985 SH   SOLE   34,985 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   690,973 2,300 SH   SOLE   2,300 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   2,020,798 114,428 SH   SOLE   114,428 0 0
TERADATA CORP DEL COM 88076W103   1,096,274 23,780 SH   SOLE   23,780 0 0
TERADYNE INC COM 880770102   12,033,844 61,188 SH   SOLE   61,188 0 0
TESLA INC COM 88160R101   135,281,993 297,696 SH   SOLE   297,696 0 0
TEXAS INSTRS INC COM 882508104   2,473,422 14,100 SH   SOLE   14,100 0 0
TEXTRON INC COM 883203101   29,870,404 338,130 SH   SOLE   338,130 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   24,378,291 41,783 SH   SOLE   41,783 0 0
3M CO COM 88579Y101   3,271,106 20,296 SH   SOLE   20,296 0 0
TOAST INC CL A 888787108   295,110 8,132 SH   SOLE   8,132 0 0
TRADEWEB MKTS INC CL A 892672106   21,481,290 199,159 SH   SOLE   199,159 0 0
TRANSDIGM GROUP INC COM 893641100   2,607,887 1,981 SH   SOLE   1,981 0 0
TRANSUNION COM 89400J107   1,761,982 20,255 SH   SOLE   20,255 0 0
TRAVELERS COMPANIES INC COM 89417E109   8,453,291 28,912 SH   SOLE   28,912 0 0
TRIMBLE INC COM 896239100   1,047,964 13,172 SH   SOLE   13,172 0 0
TRUIST FINL CORP COM 89832Q109   62,008,629 1,251,183 SH   SOLE   1,251,183 0 0
TWILIO INC CL A 90138F102   27,241,865 187,170 SH   SOLE   187,170 0 0
TYSON FOODS INC CL A 902494103   9,095,433 153,691 SH   SOLE   153,691 0 0
US BANCORP DEL COM NEW 902973304   7,481,148 137,749 SH   SOLE   137,749 0 0
UBER TECHNOLOGIES INC COM 90353T100   20,625,506 251,163 SH   SOLE   251,163 0 0
ULTA BEAUTY INC COM 90384S303   2,074,957 3,419 SH   SOLE   3,419 0 0
UNION PAC CORP COM 907818108   18,090,583 77,622 SH   SOLE   77,622 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,410,803 14,159 SH   SOLE   14,159 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   24,292,966 48,959 SH   SOLE   48,959 0 0
UNITEDHEALTH GROUP INC COM 91324P102   22,802,452 68,649 SH   SOLE   68,649 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   24,481,127 108,776 SH   SOLE   108,776 0 0
VALERO ENERGY CORP COM 91913Y100   750,608 4,553 SH   SOLE   4,553 0 0
VALLEY NATL BANCORP COM 919794107   561,780 31,968 SH   SOLE   31,968 0 0
VEEVA SYS INC CL A COM 922475108   11,967,696 53,275 SH   SOLE   53,275 0 0
VERALTO CORP COM SHS 92338C103   12,795,990 126,243 SH   SOLE   126,243 0 0
VERISIGN INC COM 92343E102   41,032,244 166,852 SH   SOLE   166,852 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   42,249,815 1,038,079 SH   SOLE   1,038,079 0 0
VERISK ANALYTICS INC COM 92345Y106   1,073,114 4,783 SH   SOLE   4,783 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   4,963,008 10,938 SH   SOLE   10,938 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   25,159,065 151,764 SH   SOLE   151,764 0 0
VIATRIS INC COM 92556V106   1,800,839 96,225 SH   SOLE   96,225 0 0
VICI PPTYS INC COM 925652109   3,807,592 134,354 SH   SOLE   134,354 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   230,342 2,818 SH   SOLE   2,818 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   3,712,228 206,006 SH   SOLE   206,006 0 0
VIRTU FINL INC CL A 928254101   866,012 17,082 SH   SOLE   17,082 0 0
VISA INC COM CL A 92826C839   86,956,572 245,904 SH   SOLE   245,904 0 0
WALMART INC COM 931142103   59,151,958 528,520 SH   SOLE   528,520 0 0
WAYSTAR HLDG CORP COM 946784105   452,921 9,202 SH   SOLE   9,202 0 0
WELLS FARGO CO NEW COM 949746101   39,282,096 416,521 SH   SOLE   416,521 0 0
WELLTOWER INC COM 95040Q104   785,276 4,177 SH   SOLE   4,177 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   425,826 1,538 SH   SOLE   1,538 0 0
WESTERN DIGITAL CORP COM 958102105   35,164,042 198,728 SH   SOLE   198,728 0 0
WILLIAMS COS INC COM 969457100   750,676 12,478 SH   SOLE   12,478 0 0
WILLIAMS SONOMA INC COM 969904101   3,951,618 21,784 SH   SOLE   21,784 0 0
WORKDAY INC CL A 98138H101   1,328,913 6,126 SH   SOLE   6,126 0 0
XYLEM INC COM 98419M100   549,534 3,994 SH   SOLE   3,994 0 0
YELP INC CL A 985817105   1,240,040 27,577 SH   SOLE   27,577 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   16,527,139 66,982 SH   SOLE   66,982 0 0
ZILLOW GROUP INC CL A 98954M101   1,549,849 22,345 SH   SOLE   22,345 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   250,821 8,080 SH   SOLE   8,080 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   4,901,026 53,982 SH   SOLE   53,982 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   1,186,003 79,231 SH   SOLE   79,231 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   52,449,224 604,257 SH   SOLE   604,257 0 0
ZYMEWORKS INC COM 98985Y108   483,860 12,216 SH   SOLE   12,216 0 0