3M CO COM 88579Y101 11037770 76002 SH SOLE 76002 0 0 ABBOTT LABORATORIES COM 002824100 25701792 250334 SH SOLE 250334 0 0 ABBVIE INC COM 00287Y109 56431260 259466 SH SOLE 259466 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 17721970 89374 SH SOLE 89374 0 0 ADOBE INC COM 00724F101 69442122 285676 SH SOLE 285676 0 0 ADVANCED MICRO DEVICES INC COM 007903107 229143552 1126400 SH SOLE 1126400 0 0 AES CORP COM 00130H105 1599342 113509 SH SOLE 113509 0 0 AFLAC INC COM 001055102 7437789 67795 SH SOLE 67795 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 5200338 45625 SH SOLE 45625 0 0 AGNC INVT CORP COM 00123Q104 1712703 170758 SH SOLE 170758 0 0 AGREE RLTY CORP COM 008492100 1513254 20075 SH SOLE 20075 0 0 AIR PRODUCTS AND CHEMICALS I COM 009158106 9007971 31204 SH SOLE 31204 0 0 AIRBNB INC COM CL A 009066101 36533309 289304 SH SOLE 289304 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 2360168 20550 SH SOLE 20550 0 0 ALBEMARLE CORP COM 012653101 3046086 16967 SH SOLE 16967 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2464438 53090 SH SOLE 53090 0 0 ALIGN TECHNOLOGY INC COM 016255101 1567384 9143 SH SOLE 9143 0 0 ALLEGION PLC ORD SHS G0176J109 1704397 11731 SH SOLE 11731 0 0 ALLIANT ENERGY CORP COM 018802108 2639476 36782 SH SOLE 36782 0 0 ALLSTATE CORP COM 020002101 7760529 37429 SH SOLE 37429 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 22788010 68873 SH SOLE 68873 0 0 ALPHABET INC CAP STK CL A 02079K305 576638317 2005280 SH SOLE 2005280 0 0 ALPHABET INC CAP STK CL C 02079K107 503552610 1755395 SH SOLE 1755395 0 0 ALTRIA GROUP INC COM 02209S103 16570749 251110 SH SOLE 251110 0 0 AMAZON COM INC COM 023135106 739085666 3548690 SH SOLE 3548690 0 0 AMCOR PLC COM NEW G0250X149 2645959 66565 SH SOLE 66565 0 0 AMEREN CORP COM 023608102 4238185 38557 SH SOLE 38557 0 0 AMERICAN ELEC PWR CO INC COM 025537101 48299310 368472 SH SOLE 368472 0 0 AMERICAN EXPRESS CO COM 025816109 23238328 76826 SH SOLE 76826 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 1673274 59931 SH SOLE 59931 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 5797110 77038 SH SOLE 77038 0 0 AMERICAN TOWER CORP COM 03027X100 21674495 125591 SH SOLE 125591 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 3736895 27459 SH SOLE 27459 0 0 AMERICOLD REALTY TRUST INC COM 03064D108 566869 49465 SH SOLE 49465 0 0 AMERIPRISE FINL INC COM 03076C106 5622104 12651 SH SOLE 12651 0 0 AMETEK INC COM 031100100 7079668 33027 SH SOLE 33027 0 0 AMGEN INC COM 031162100 130163389 369940 SH SOLE 369940 0 0 AMPHENOL CORP CL A 032095101 22128181 175134 SH SOLE 175134 0 0 ANALOG DEVICES INC COM 032654105 107367796 337486 SH SOLE 337486 0 0 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 2324131 109888 SH SOLE 109888 0 0 ANTERO MIDSTREAM CORP COM 03676B102 17985438 788835 SH SOLE 788835 0 0 AON PLC SHS CL A G0403H108 9858670 30543 SH SOLE 30543 0 0 APA CORPORATION COM 03743Q108 2174031 51226 SH SOLE 51226 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 7436059 66739 SH SOLE 66739 0 0 APPLE INC COM 037833100 1295444407 5104395 SH SOLE 5104395 0 0 APPLIED MATLS INC COM 038222105 188018679 550100 SH SOLE 550100 0 0 APPLOVIN CORP COM CL A 03831W108 82239934 206633 SH SOLE 206633 0 0 APTIV PLC COM SHS G3265R107 2152501 30998 SH SOLE 30998 0 0 ARCH CAP GROUP LTD ORD G0450A105 5786661 60284 SH SOLE 60284 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 5007541 68889 SH SOLE 68889 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 3145026 28827 SH SOLE 28827 0 0 ARISTA NETWORKS INC COM SHS 040413205 18196855 148207 SH SOLE 148207 0 0 ARM HOLDINGS PLC SPONSORED ADS 042068205 10868409 71843 SH SOLE 71843 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 62882075 47608 SH SOLE 47608 0 0 ASSURANT INC COM 04621X108 1473267 6764 SH SOLE 6764 0 0 AT&T INC COM 00206R102 29695298 1024329 SH SOLE 1024329 0 0 ATLASSIAN CORPORATION CL A 049468101 5896800 86400 SH SOLE 86400 0 0 ATMOS ENERGY CORP COM 049560105 4202749 22752 SH SOLE 22752 0 0 AUTODESK INC COM 052769106 34905956 145806 SH SOLE 145806 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 56650038 278817 SH SOLE 278817 0 0 AUTOZONE INC COM 053332102 7616894 2255 SH SOLE 2255 0 0 AVALONBAY CMNTYS INC COM 053484101 7619787 46647 SH SOLE 46647 0 0 AVERY DENNISON CORP COM 053611109 1822292 10553 SH SOLE 10553 0 0 AXON ENTERPRISE INC COM 05464C101 22210013 52297 SH SOLE 52297 0 0 BAKER HUGHES COMPANY CL A 05722G100 40774807 667892 SH SOLE 667892 0 0 BALL CORP COM 058498106 2749975 46523 SH SOLE 46523 0 0 BANK AMERICA CORP COM 060505104 47245380 969136 SH SOLE 969136 0 0 BANK NEW YORK MELLON CORP COM 064058100 11985070 101029 SH SOLE 101029 0 0 BAXTER INTL INC COM 071813109 1398247 83229 SH SOLE 83229 0 0 BECTON DICKINSON & CO COM 075887109 7169059 45596 SH SOLE 45596 0 0 BERKLEY W R CORP COM 084423102 3079236 46458 SH SOLE 46458 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 129669124 270595 SH SOLE 270595 0 0 BEST BUY INC COM 086516101 1777955 27694 SH SOLE 27694 0 0 BIOGEN INC COM 09062X103 3820597 20840 SH SOLE 20840 0 0 BIO-TECHNE CORP COM 09073M104 1158134 22161 SH SOLE 22161 0 0 BLACKROCK INC COM 09290D101 20319971 21129 SH SOLE 21129 0 0 BLACKSTONE INC COM 09260D107 12132365 105508 SH SOLE 105508 0 0 BLOCK INC CL A 852234103 4729606 78591 SH SOLE 78591 0 0 BOEING CO COM 097023105 22280612 111946 SH SOLE 111946 0 0 BOOKING HOLDINGS INC COM 09857L108 92462838 21961 SH SOLE 21961 0 0 BOSTON SCIENTIFIC CORP COM 101137107 13839262 220546 SH SOLE 220546 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 18081766 298133 SH SOLE 298133 0 0 BRIXMOR PPTY GROUP INC COM 11120U105 1668182 57923 SH SOLE 57923 0 0 BROADCOM INC COM 11135F101 503428848 1626535 SH SOLE 1626535 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2723002 16759 SH SOLE 16759 0 0 BROWN & BROWN INC COM 115236101 2719061 41697 SH SOLE 41697 0 0 BROWN FORMAN CORP CL B 115637209 661026 25001 SH SOLE 25001 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 1257838 15278 SH SOLE 15278 0 0 BUNGE GLOBAL SA COM SHS H11356104 2456995 19316 SH SOLE 19316 0 0 BXP INC COM 101121101 2519122 48538 SH SOLE 48538 0 0 C H ROBINSON WORLDWIDE IN COM NEW 12541W209 2811731 16931 SH SOLE 16931 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 51896668 186766 SH SOLE 186766 0 0 CAMDEN PPTY TR SH BEN INT 133131102 3371028 34518 SH SOLE 34518 0 0 CAPITAL ONE FINL CORP COM 14040H105 16601130 91000 SH SOLE 91000 0 0 CARDINAL HEALTH INC COM 14149Y108 7195634 34135 SH SOLE 34135 0 0 CARNIVAL CORP COMMON STOCK 143658300 4547918 175731 SH SOLE 175731 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 6359314 112934 SH SOLE 112934 0 0 CARVANA CO CL A 146869102 6340101 20167 SH SOLE 20167 0 0 CATERPILLAR INC COM 149123101 47738160 67383 SH SOLE 67383 0 0 CBOE GLOBAL MKTS INC COM 12503M108 4145783 14750 SH SOLE 14750 0 0 CBRE GROUP INC CL A 12504L109 13804729 101910 SH SOLE 101910 0 0 CDW CORP COM 12514G108 2264768 18714 SH SOLE 18714 0 0 CENCORA INC COM 03073E105 8575394 27298 SH SOLE 27298 0 0 CENTENE CORP DEL COM 15135B101 2879548 87952 SH SOLE 87952 0 0 CENTERPOINT ENERGY INC COM 15189T107 4362483 101077 SH SOLE 101077 0 0 CENTURI HOLDINGS INC COM SHS 155923105 13480357 461498 SH SOLE 461498 0 0 CF INDUSTRIES HOLD COM 125269100 2874658 22140 SH SOLE 22140 0 0 CHARLES RIV LABS INTL INC COM 159864107 1154025 6690 SH SOLE 6690 0 0 CHARTER COMMUNICATIONS INC CL A 16119P108 18373763 85111 SH SOLE 85111 0 0 CHENIERE ENERGY INC COM NEW 16411R208 25397655 89504 SH SOLE 89504 0 0 CHENIERE ENERGY PARTNERS L P COM UNIT 16411Q101 16338270 252797 SH SOLE 252797 0 0 CHEVRON CORPORATION COM 166764100 56444803 272812 SH SOLE 272812 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 6055012 189160 SH SOLE 189160 0 0 CHUBB LTD SWITZ COM H1467J104 17110347 52497 SH SOLE 52497 0 0 CHURCH & DWIGHT CO INC COM 171340102 3221780 34524 SH SOLE 34524 0 0 CIENA CORP COM NEW 171779309 7833317 20177 SH SOLE 20177 0 0 CINCINNATI FINL CORP COM 172062101 3479638 22114 SH SOLE 22114 0 0 CINTAS CORP COM 172908105 46097246 272539 SH SOLE 272539 0 0 CISCO SYS INC COM 17275R102 211897592 2730991 SH SOLE 2730991 0 0 CITIGROUP INC COM NEW 172967424 29491703 260045 SH SOLE 260045 0 0 CITIZENS FINL GROUP INC COM 174610105 4560958 76054 SH SOLE 76054 0 0 CLOROX CO DEL COM 189054109 1807514 17442 SH SOLE 17442 0 0 CME GROUP INC COM 12572Q105 15914344 53883 SH SOLE 53883 0 0 CMS ENERGY CORP COM 125896100 3539355 45622 SH SOLE 45622 0 0 COCA COLA CO COM 191216100 43159896 567520 SH SOLE 567520 0 0 COCA-COLA EUROPACIFIC PARTNE SHS G25839104 22094647 243682 SH SOLE 243682 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 20886178 340443 SH SOLE 340443 0 0 COHERENT CORP COM 19247G107 6447154 27065 SH SOLE 27065 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 5540725 31732 SH SOLE 31732 0 0 COLGATE PALMOLIVE CO COM 194162103 9879180 115912 SH SOLE 115912 0 0 COMCAST CORP NEW CL A 20030N101 70943529 2499772 SH SOLE 2499772 0 0 COMFORT SYS USA INC COM 199908104 6594330 4782 SH SOLE 4782 0 0 CONAGRA BRANDS INC COM 205887102 1205897 76711 SH SOLE 76711 0 0 CONOCOPHILLIPS COM 20825C104 23402940 177295 SH SOLE 177295 0 0 CONSOLIDATED EDISON INC COM 209115104 5954287 52609 SH SOLE 52609 0 0 CONSTELLATION BRANDS INC CL A 21036P108 3029700 20198 SH SOLE 20198 0 0 CONSTELLATION ENERGY CORP COM 21037T109 67094839 240268 SH SOLE 240268 0 0 COOPER COS INC COM 216648501 1998354 27949 SH SOLE 27949 0 0 COPART INC COM 217204106 21916681 660141 SH SOLE 660141 0 0 CORNING INC COM 219350105 15203622 111816 SH SOLE 111816 0 0 CORPAY INC COM SHS 219948106 2773426 9531 SH SOLE 9531 0 0 CORTEVA INC COM 22052L104 8079773 96521 SH SOLE 96521 0 0 COSTAR GROUP INC COM 22160N109 14712038 364701 SH SOLE 364701 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 306509839 307608 SH SOLE 307608 0 0 COTERRA ENERGY INC COM 127097103 4535414 129067 SH SOLE 129067 0 0 COUSINS PPTYS INC COM NEW 222795502 711835 31539 SH SOLE 31539 0 0 CRH PLC ORD G25508105 10077434 95866 SH SOLE 95866 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 66638692 170689 SH SOLE 170689 0 0 CROWN CASTLE INC COM 22822V101 12288218 151128 SH SOLE 151128 0 0 CSX CORP COM 126408103 52833977 1287064 SH SOLE 1287064 0 0 CUBESMART COM 229663109 1552546 42983 SH SOLE 42983 0 0 CUMMINS INC COM 231021106 10608678 19718 SH SOLE 19718 0 0 CVS HEALTH CORP COM 126650100 13151176 183113 SH SOLE 183113 0 0 D R HORTON INC COM 23331A109 5373398 39159 SH SOLE 39159 0 0 DANAHER CORP DEL COM 235851102 17551082 92569 SH SOLE 92569 0 0 DARDEN RESTAURANTS INC COM 237194105 3283278 16748 SH SOLE 16748 0 0 DATADOG INC CL A COM 23804L103 25761461 218225 SH SOLE 218225 0 0 DAVITA INC COM 23918K108 732794 4768 SH SOLE 4768 0 0 DECKERS OUTDOOR CORP COM 243537107 2082473 20806 SH SOLE 20806 0 0 DEERE & CO COM 244199105 20327807 36087 SH SOLE 36087 0 0 DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103 5528037 111094 SH SOLE 111094 0 0 DELL TECHNOLOGIES INC CL C 24703L202 7040192 42894 SH SOLE 42894 0 0 DELTA AIR LINES INC COM NEW 247361702 6273984 94374 SH SOLE 94374 0 0 DEVON ENERGY CORP NEW COM 25179M103 5392392 107162 SH SOLE 107162 0 0 DEXCOM INC COM 252131107 16942247 269781 SH SOLE 269781 0 0 DIAMONDBACK ENERGY INC COM 25278X109 36159572 182818 SH SOLE 182818 0 0 DIGITAL RLTY TR INC COM 253868103 19166955 106359 SH SOLE 106359 0 0 DISNEY WALT CO COM 254687106 24726675 256554 SH SOLE 256554 0 0 DOLLAR GEN CORP COM 256677105 3665433 30872 SH SOLE 30872 0 0 DOLLAR TREE INC COM 256746108 3357248 30657 SH SOLE 30657 0 0 DOMINION ENERGY INC COM 25746U109 7577030 122566 SH SOLE 122566 0 0 DOMINOS PIZZA INC COM 25754A201 1592669 4439 SH SOLE 4439 0 0 DOORDASH INC CL A 25809K105 41014974 273160 SH SOLE 273160 0 0 DOVER CORP COM 260003108 4068319 19517 SH SOLE 19517 0 0 DOW HLDGS INC COM 260557103 4850143 116450 SH SOLE 116450 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 18815823 139718 SH SOLE 139718 0 0 DTE ENERGY CO COM 233331107 4478865 30631 SH SOLE 30631 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 14552410 111138 SH SOLE 111138 0 0 DUPONT DE NEMOURS INC COM 26614N102 3122644 68180 SH SOLE 68180 0 0 EASTGROUP PPTYS INC COM 277276101 1761502 9517 SH SOLE 9517 0 0 EATON CORP PLC SHS G29183103 19869642 55553 SH SOLE 55553 0 0 EBAY INC. COM 278642103 5856864 64347 SH SOLE 64347 0 0 ECHOSTAR CORP CL A 278768106 1775601 15167 SH SOLE 15167 0 0 ECOLAB INC COM 278865100 9704942 36482 SH SOLE 36482 0 0 EDISON INTL COM 281020107 4463760 60997 SH SOLE 60997 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 6692206 83569 SH SOLE 83569 0 0 ELECTRONIC ARTS INC COM 285512109 33385751 163760 SH SOLE 163760 0 0 ELEVANCE HEALTH INC FORMERLY COM 036752103 9128531 31182 SH SOLE 31182 0 0 ELI LILLY & CO COM 532457108 107976399 117395 SH SOLE 117395 0 0 EMCOR GROUP INC COM 29084Q100 4479327 6067 SH SOLE 6067 0 0 EMERSON ELEC CO COM 291011104 10500860 80147 SH SOLE 80147 0 0 ENBRIDGE INC COM 29250N105 45477707 841618 SH SOLE 841618 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 20675067 1071247 SH SOLE 1071247 0 0 ENTERGY CORP NEW COM 29364G103 7126658 63427 SH SOLE 63427 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 20350390 537801 SH SOLE 537801 0 0 EOG RES INC COM 26875P101 11213861 77567 SH SOLE 77567 0 0 EPAM SYS INC COM 29414B104 1016042 7504 SH SOLE 7504 0 0 EQT CORP COM 26884L109 5687570 89371 SH SOLE 89371 0 0 EQUIFAX INC COM 294429105 3164190 17572 SH SOLE 17572 0 0 EQUINIX INC COM 29444U700 25932249 26455 SH SOLE 26455 0 0 EQUITY LIFESTYLE PROPERTIES COM 29472R108 2249929 36045 SH SOLE 36045 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 6949179 117484 SH SOLE 117484 0 0 ERIE INDTY CO CL A 29530P102 860234 3423 SH SOLE 3423 0 0 ESSEX PPTY TR INC COM 297178105 5030696 20788 SH SOLE 20788 0 0 EVEREST GROUP LTD COM G3223R108 1851605 5665 SH SOLE 5665 0 0 EVERGY INC COM 30034W106 2702459 32989 SH SOLE 32989 0 0 EVERSOURCE ENERGY COM 30040W108 3724216 53756 SH SOLE 53756 0 0 EXELON CORP COM 30161N101 33403601 681428 SH SOLE 681428 0 0 EXPAND ENERGY CORPORATION COM 165167735 3746791 34130 SH SOLE 34130 0 0 EXPEDIA GROUP INC COM NEW 30212P303 3898809 16886 SH SOLE 16886 0 0 EXPEDITORS INTL WASH INC COM 302130109 2726526 19036 SH SOLE 19036 0 0 EXTRA SPACE STORAGE INC COM 30225T102 9270760 70699 SH SOLE 70699 0 0 EXXON MOBIL CORP COM 30231G102 105243831 620322 SH SOLE 620322 0 0 F5 INC COM 315616102 2263429 7823 SH SOLE 7823 0 0 FACTSET RESH SYS INC COM 303075105 1173048 5406 SH SOLE 5406 0 0 FAIR ISAAC CORP COM 303250104 3442817 3225 SH SOLE 3225 0 0 FASTENAL CO COM 311900104 36113445 778307 SH SOLE 778307 0 0 FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 2648121 25201 SH SOLE 25201 0 0 FEDEX CORP COM 31428X106 11040511 30997 SH SOLE 30997 0 0 FERROVIAL SE ORD SHS N3168P101 25381144 390179 SH SOLE 390179 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 3484193 74274 SH SOLE 74274 0 0 FIFTH THIRD BANCORP COM 316773100 5949946 128066 SH SOLE 128066 0 0 FIRST INDL RLTY TR INC COM 32054K103 1443589 24954 SH SOLE 24954 0 0 FIRST SOLAR INC COM 336433107 2915503 14780 SH SOLE 14780 0 0 FIRSTENERGY CORP COM 337932107 4248044 83854 SH SOLE 83854 0 0 FISERV INC COM 337738108 4487380 80419 SH SOLE 80419 0 0 FORD MTR CO COM 345370860 6532263 566054 SH SOLE 566054 0 0 FORTINET INC COM 34959E109 39887042 488094 SH SOLE 488094 0 0 FORTIVE CORP COM 34959J108 2973014 53781 SH SOLE 53781 0 0 FOX CORP CL B COM 35137L204 1124339 21174 SH SOLE 21174 0 0 FOX CORP CL A COM 35137L105 1837147 31458 SH SOLE 31458 0 0 FRANKLIN RESOURCES INC COM 354613101 1053381 44597 SH SOLE 44597 0 0 FREEPORT MCMORAN INC CL B 35671D857 12118967 206175 SH SOLE 206175 0 0 GALLAGHER ARTHUR J & CO COM 363576109 7944804 36683 SH SOLE 36683 0 0 GAMING & LEISURE P COM 36467J108 2305510 51961 SH SOLE 51961 0 0 GARMIN LTD SHS H2906T109 5366855 23132 SH SOLE 23132 0 0 GARTNER INC COM 366651107 1556482 9830 SH SOLE 9830 0 0 GE AEROSPACE COM NEW 369604301 43217320 152297 SH SOLE 152297 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 22083026 310242 SH SOLE 310242 0 0 GE VERNOVA INC COM 36828A101 34381785 39388 SH SOLE 39388 0 0 GEN DIGITAL INC COM 668771108 1741323 92476 SH SOLE 92476 0 0 GENERAC HLDGS INC COM 368736104 1564007 8007 SH SOLE 8007 0 0 GENERAL DYNAMICS CORP COM 369550108 12440695 36247 SH SOLE 36247 0 0 GENERAL MILLS INC COM 370334104 3667249 98529 SH SOLE 98529 0 0 GENERAL MTRS CO COM 37045V100 10032170 134660 SH SOLE 134660 0 0 GENESIS ENERGY L P UNIT LTD PARTN 371927104 6414004 359731 SH SOLE 359731 0 0 GENUINE PARTS CO COM 372460105 2094379 19805 SH SOLE 19805 0 0 GILEAD SCIENCES INC COM 375558103 119022677 854005 SH SOLE 854005 0 0 GLOBAL PMTS INC COM 37940X102 2487004 36954 SH SOLE 36954 0 0 GLOBE LIFE INC COM 37959E102 1506237 10823 SH SOLE 10823 0 0 GODADDY INC CL A 380237107 1692834 20477 SH SOLE 20477 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 36967225 43697 SH SOLE 43697 0 0 GOLDMAN SACHS PHYSICAL GOLD UNIT 38150K103 91140260 1973160 SH SOLE 1973160 0 0 HALLIBURTON CO COM 406216101 5719989 146704 SH SOLE 146704 0 0 HARTFORD INSURANCE GROUP INC COM 416515104 5358759 39627 SH SOLE 39627 0 0 HASBRO INC COM 418056107 1780085 19018 SH SOLE 19018 0 0 HCA HEALTHCARE INC COM 40412C101 10707055 22625 SH SOLE 22625 0 0 HEALTHCARE RLTY TR CL A COM 42226K105 1136869 66914 SH SOLE 66914 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 3834056 233357 SH SOLE 233357 0 0 HENRY JACK & ASSOC INC COM 426281101 1554007 9833 SH SOLE 9833 0 0 HERSHEY CO COM 427866108 4364651 20995 SH SOLE 20995 0 0 HESS MIDSTREAM LP CL A SHS 428103105 8883894 228554 SH SOLE 228554 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 5318035 223353 SH SOLE 223353 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 10179078 33475 SH SOLE 33475 0 0 HOLOGIC INC COM 436440101 2358257 31198 SH SOLE 31198 0 0 HOME DEPOT INC COM 437076102 47629850 144820 SH SOLE 144820 0 0 HONEYWELL INTL INC COM 438516106 99127491 438559 SH SOLE 438559 0 0 HORMEL FOODS CORP COM 440452100 1032410 45581 SH SOLE 45581 0 0 HOST HOTELS & RESORTS INC COM 44107P104 4645419 242454 SH SOLE 242454 0 0 HOWMET AEROSPACE INC COM 443201108 13216881 57350 SH SOLE 57350 0 0 HP INC COM 40434L105 2818568 146724 SH SOLE 146724 0 0 HUBBELL INC COM 443510607 3521060 7175 SH SOLE 7175 0 0 HUMANA INC COM 444859102 2998607 17294 SH SOLE 17294 0 0 HUNT J B TRANS SVCS INC COM 445658107 2170916 10245 SH SOLE 10245 0 0 HUNTINGTON BANCSHARES INC COM 446150104 4555637 291095 SH SOLE 291095 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 2012330 5297 SH SOLE 5297 0 0 IDEX CORP COM 45167R104 1936253 10215 SH SOLE 10215 0 0 IDEXX LABS INC COM 45168D104 30135846 53633 SH SOLE 53633 0 0 ILLINOIS TOOL WKS INC COM 452308109 9815796 37711 SH SOLE 37711 0 0 INCYTE CORP COM 45337C102 2204385 23421 SH SOLE 23421 0 0 INGERSOLL RAND INC COM 45687V106 4140041 51673 SH SOLE 51673 0 0 INSMED INC COM PAR $.01 457669307 18056860 110426 SH SOLE 110426 0 0 INSULET CORP COM 45784P101 2093784 9978 SH SOLE 9978 0 0 INTEL CORP COM 458140100 144434754 3272938 SH SOLE 3272938 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 4240434 63224 SH SOLE 63224 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 12720492 80878 SH SOLE 80878 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 32641449 134665 SH SOLE 134665 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2665414 36739 SH SOLE 36739 0 0 INTERNATIONAL PAPER CO COM 460146103 2697635 75564 SH SOLE 75564 0 0 INTUIT COM 461202103 82506319 190819 SH SOLE 190819 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 112727268 244533 SH SOLE 244533 0 0 INVESCO LTD SHS G491BT108 1692381 69674 SH SOLE 69674 0 0 INVITATION HOMES INC COM 46187W107 4957277 199488 SH SOLE 199488 0 0 IQVIA HLDGS INC COM 46266C105 4872157 28569 SH SOLE 28569 0 0 IRON MTN INC DEL COM 46284V101 10322473 101062 SH SOLE 101062 0 0 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 134111734 3490675 SH SOLE 3490675 0 0 ISHARES ETHEREUM TR SHS 46438R105 10478067 661912 SH SOLE 661912 0 0 ISHARES TR CORE US AGGBD ET 464287226 81318504 821784 SH SOLE 821784 0 0 ISHARES TR CORE MSCI EAFE 46432F842 148162122 1636608 SH SOLE 1636608 0 0 JABIL INC COM 466313103 4072905 15333 SH SOLE 15333 0 0 JACOBS SOLUTIONS INC COM 46982L108 2182852 17150 SH SOLE 17150 0 0 JOHNSON & JOHNSON COM 478160104 86542515 354044 SH SOLE 354044 0 0 JOHNSON CONTROLS INTERNATION SHS G51502105 11902962 90897 SH SOLE 90897 0 0 JONES LANG LASALLE INC COM 48020Q107 2623543 8621 SH SOLE 8621 0 0 JPMORGAN CHASE & CO COM 46625H100 118267028 402050 SH SOLE 402050 0 0 KENVUE INC COM 49177J102 5204308 301874 SH SOLE 301874 0 0 KEURIG DR PEPPER INC COM 49271V100 24094030 915079 SH SOLE 915079 0 0 KEYCORP COM 493267108 3228992 161047 SH SOLE 161047 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 6867803 24322 SH SOLE 24322 0 0 KILROY REALTY CORP COM 49427F108 563354 19970 SH SOLE 19970 0 0 KIMBERLY-CLARK CORP COM 494368103 4522514 46880 SH SOLE 46880 0 0 KIMCO REALTY CORP COM 49446R109 5162348 229744 SH SOLE 229744 0 0 KINDER MORGAN INC DEL COM 49456B101 38236606 1140370 SH SOLE 1140370 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 14498359 299491 SH SOLE 299491 0 0 KKR & CO INC COM 48251W104 9213740 99608 SH SOLE 99608 0 0 KLA CORP COM NEW 482480100 132667086 90102 SH SOLE 90102 0 0 KRAFT HEINZ CO COM 500754106 17068606 758942 SH SOLE 758942 0 0 KROGER CO COM 501044101 6346406 87706 SH SOLE 87706 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 9077100 26299 SH SOLE 26299 0 0 LABCORP HOLDINGS INC COM SHS 504922105 3013352 11294 SH SOLE 11294 0 0 LAM RESEARCH CORP COM NEW 512807306 184634289 864150 SH SOLE 864150 0 0 LAMAR ADVERTISING CO CL A 512816109 2088117 16486 SH SOLE 16486 0 0 LAS VEGAS SANDS CORP COM 517834107 2599872 48253 SH SOLE 48253 0 0 LAUDER ESTEE COS INC CL A 518439104 2530538 35259 SH SOLE 35259 0 0 LEIDOS HOLDINGS INC COM 525327102 2855814 18363 SH SOLE 18363 0 0 LENNAR CORP CL A 526057104 2691779 30997 SH SOLE 30997 0 0 LENNOX INTL INC COM 526107107 2004113 4318 SH SOLE 4318 0 0 LINDE PLC SHS G54950103 159843931 322422 SH SOLE 322422 0 0 LINEAGE INC COM 53566V106 360294 10998 SH SOLE 10998 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 4036482 26467 SH SOLE 26467 0 0 LOCKHEED MARTIN CORP COM 539830109 17893570 29606 SH SOLE 29606 0 0 LOEWS CORP COM 540424108 2561760 24000 SH SOLE 24000 0 0 LOWES COS INC COM 548661107 19021958 80506 SH SOLE 80506 0 0 LULULEMON ATHLETICA INC COM 550021109 2287467 14941 SH SOLE 14941 0 0 LUMENTUM HLDGS INC COM 55024U109 7231400 10290 SH SOLE 10290 0 0 LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 2986923 37077 SH SOLE 37077 0 0 M & T BK CORP COM 55261F104 4504222 21789 SH SOLE 21789 0 0 MARATHON PETE CORP COM 56585A102 10469706 42877 SH SOLE 42877 0 0 MARRIOTT INTL INC NEW CL A 571903202 57997688 177325 SH SOLE 177325 0 0 MARSH & MCLENNAN COS INC COM 571748102 12203942 70360 SH SOLE 70360 0 0 MARTIN MARIETTA MATLS INC COM 573284106 4795387 8146 SH SOLE 8146 0 0 MARVELL TECHNOLOGY INC COM 573874104 45592121 460294 SH SOLE 460294 0 0 MASCO CORP COM 574599106 1863562 30869 SH SOLE 30869 0 0 MASTERCARD INCORPORATED CL A 57636Q104 60046141 120174 SH SOLE 120174 0 0 MCCORMICK & CO INC COM NON VTG 579780206 1830720 36295 SH SOLE 36295 0 0 MCDONALDS CORP COM 580135101 32611816 104932 SH SOLE 104932 0 0 MCKESSON CORP COM 58155Q103 15306488 17688 SH SOLE 17688 0 0 MEDTRONIC PLC SHS G5960L103 16607512 191662 SH SOLE 191662 0 0 MERCADOLIBRE INC COM 58733R102 47242013 27323 SH SOLE 27323 0 0 MERCK & CO INC COM 58933Y105 43838367 364439 SH SOLE 364439 0 0 META PLATFORMS INC CL A 30303M102 515152718 900412 SH SOLE 900412 0 0 METLIFE INC COM 59156R108 5591901 79071 SH SOLE 79071 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 3480912 2760 SH SOLE 2760 0 0 MGM RESORTS INTERNATIONAL COM 552953101 1413930 38204 SH SOLE 38204 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 24123888 373377 SH SOLE 373377 0 0 MICRON TECHNOLOGY INC COM 595112103 263523646 780025 SH SOLE 780025 0 0 MICROSOFT CORP COM 594918104 948749782 2563011 SH SOLE 2563011 0 0 MID-AMER APT CMNTYS INC COM 59522J103 4730562 38737 SH SOLE 38737 0 0 MILLROSE PPTYS INC COM CL A 601137102 631932 22569 SH SOLE 22569 0 0 MODERNA INC COM 60770K107 2551176 50220 SH SOLE 50220 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 1040243 24158 SH SOLE 24158 0 0 MONDELEZ INTL INC CL A 609207105 51101145 886557 SH SOLE 886557 0 0 MONOLITHIC PWR SYS INC COM 609839105 35798466 32742 SH SOLE 32742 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 45665886 630222 SH SOLE 630222 0 0 MOODYS CORP COM 615369105 9581359 21963 SH SOLE 21963 0 0 MORGAN STANLEY COM NEW 617446448 28572643 173620 SH SOLE 173620 0 0 MOSAIC CO COM 61945C103 1192380 46760 SH SOLE 46760 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 10209578 23526 SH SOLE 23526 0 0 MPLX LP COM UNIT REP LTD 55336V100 19060467 333984 SH SOLE 333984 0 0 MSCI INC COM 55354G100 5494129 10193 SH SOLE 10193 0 0 NASDAQ INC COM 631103108 5441958 64106 SH SOLE 64106 0 0 NETAPP INC COM 64110D104 3138970 30657 SH SOLE 30657 0 0 NETFLIX INC. COM 64110L106 281669021 2929475 SH SOLE 2929475 0 0 NEWMONT CORP COM 651639106 16994925 156997 SH SOLE 156997 0 0 NEWS CORP NEW CL B 65249B208 506110 17752 SH SOLE 17752 0 0 NEWS CORP NEW CL A 65249B109 1520555 60993 SH SOLE 60993 0 0 NEXTDECADE CORP COM 65342K105 19476140 2542577 SH SOLE 2542577 0 0 NEXTERA ENERGY INC COM 65339F101 28188616 303495 SH SOLE 303495 0 0 NIKE INC CL B 654106103 9147262 173178 SH SOLE 173178 0 0 NISOURCE INC COM 65473P105 3196397 68504 SH SOLE 68504 0 0 NNN REIT INC COM 637417106 1492443 35509 SH SOLE 35509 0 0 NORDSON CORP COM 655663102 1926540 7241 SH SOLE 7241 0 0 NORFOLK SOUTHN CORP COM 655844108 9038204 31492 SH SOLE 31492 0 0 NORTHERN TR CORP COM 665859104 4274750 30628 SH SOLE 30628 0 0 NORTHROP GRUMMAN CORP COM 666807102 13026691 19094 SH SOLE 19094 0 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 1275209 68193 SH SOLE 68193 0 0 NRG ENERGY INC COM NEW 629377508 4521572 30940 SH SOLE 30940 0 0 NUCOR CORP COM 670346105 5555104 32851 SH SOLE 32851 0 0 NVIDIA CORPORATION COM 67066G104 1459401872 8368130 SH SOLE 8368130 0 0 NVR INC COM 62944T105 3182888 483 SH SOLE 483 0 0 NXP SEMICONDUCTORS N V COM N6596X109 33483327 170087 SH SOLE 170087 0 0 OCCIDENTAL PETE CORP COM 674599105 7142330 109882 SH SOLE 109882 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 26603515 136149 SH SOLE 136149 0 0 OMEGA HEALTHCARE INVS INC COM 681936100 2342442 53456 SH SOLE 53456 0 0 OMNICOM GROUP INC COM 681919106 3405970 45226 SH SOLE 45226 0 0 ON SEMICONDUCTOR CORP COM 682189105 4222077 68186 SH SOLE 68186 0 0 ONEOK INC NEW COM 682680103 31373284 347088 SH SOLE 347088 0 0 ORACLE CORP COM 68389X105 36347203 247075 SH SOLE 247075 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 53880516 583691 SH SOLE 583691 0 0 OTIS WORLDWIDE CORP COM 68902V107 4764623 61814 SH SOLE 61814 0 0 PACCAR INC COM 693718108 41862282 362444 SH SOLE 362444 0 0 PACKAGING CORP AMER COM 695156109 2579746 12156 SH SOLE 12156 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 232285180 1587949 SH SOLE 1587949 0 0 PALO ALTO NETWORKS INC COM 697435105 89796034 560105 SH SOLE 560105 0 0 PARAMOUNT SKYDANCE CORP COM CL B 69932A204 696705 77240 SH SOLE 77240 0 0 PARKER-HANNIFIN CORP COM 701094104 16197577 18093 SH SOLE 18093 0 0 PAYCHEX INC COM 704326107 21860629 237306 SH SOLE 237306 0 0 PAYPAL HLDGS INC COM 70450Y103 29028162 641790 SH SOLE 641790 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 37326558 365302 SH SOLE 365302 0 0 PEMBINA PIPELINE CORP COM 706327103 27125188 607910 SH SOLE 607910 0 0 PENTAIR PLC SHS G7S00T104 2020865 23199 SH SOLE 23199 0 0 PEPSICO INC COM 713448108 147403131 949212 SH SOLE 949212 0 0 PFIZER INC COM 717081103 23020742 819827 SH SOLE 819827 0 0 PG&E CORP COM 69331C108 5562996 316619 SH SOLE 316619 0 0 PHILIP MORRIS INTL INC COM 718172109 37769939 228438 SH SOLE 228438 0 0 PHILLIPS 66 COM 718546104 10501220 57642 SH SOLE 57642 0 0 PINNACLE WEST CAP CORP COM 723484101 1732094 17192 SH SOLE 17192 0 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 12853528 575617 SH SOLE 575617 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 9193622 378650 SH SOLE 378650 0 0 PNC FINL SVCS GROUP INC COM 693475105 12296454 59092 SH SOLE 59092 0 0 POOL CORP COM 73278L105 902392 4460 SH SOLE 4460 0 0 PPG INDS INC COM 693506107 3358276 31421 SH SOLE 31421 0 0 PPL CORP COM 69351T106 4707004 123220 SH SOLE 123220 0 0 PRICE T ROWE GROUP INC COM 74144T108 2780999 30852 SH SOLE 30852 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2775929 30806 SH SOLE 30806 0 0 PROCTER & GAMBLE CO COM 742718109 49498721 342694 SH SOLE 342694 0 0 PROGRESSIVE CORP COM 743315103 16667226 84076 SH SOLE 84076 0 0 PROLOGIS INC. COM 74340W103 39554997 299251 SH SOLE 299251 0 0 PRUDENTIAL FINL INC COM 744320102 5269789 53944 SH SOLE 53944 0 0 PTC INC COM 69370C100 2458665 17255 SH SOLE 17255 0 0 PUBLIC STORAGE OPER CO COM 74460D109 14060568 51907 SH SOLE 51907 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 5790030 71526 SH SOLE 71526 0 0 PULTE GROUP INC COM 745867101 3616155 30747 SH SOLE 30747 0 0 QNITY ELECTRONICS INC COMMON STOCK 74743L100 3933304 34090 SH SOLE 34090 0 0 QUALCOMM INC COM 747525103 94592516 734528 SH SOLE 734528 0 0 QUANTA SVCS INC COM 74762E102 11643616 21208 SH SOLE 21208 0 0 QUEST DIAGNOSTICS INC COM 74834L100 2961454 15111 SH SOLE 15111 0 0 RALPH LAUREN CORP CL A 751212101 1801476 5237 SH SOLE 5237 0 0 RAYMOND JAMES FINL INC COM 754730109 4241527 29404 SH SOLE 29404 0 0 REALTY INCOME CORP COM 756109104 18278687 298769 SH SOLE 298769 0 0 REGENCY CTRS CORP COM 758849103 4083370 53970 SH SOLE 53970 0 0 REGENERON PHARMACEUTICALS COM 75886F107 54394629 70401 SH SOLE 70401 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 3290258 125967 SH SOLE 125967 0 0 REPUBLIC SVCS INC COM 760759100 6699384 30588 SH SOLE 30588 0 0 RESMED INC COM 761152107 4651001 20719 SH SOLE 20719 0 0 REVVITY INC COM 714046109 1345427 15357 SH SOLE 15357 0 0 REXFORD INDL RLTY INC COM 76169C100 1392040 42531 SH SOLE 42531 0 0 RITHM CAPITAL CORP COM NEW 64828T201 933183 98437 SH SOLE 98437 0 0 ROBINHOOD MKTS INC COM CL A 770700102 7779549 112259 SH SOLE 112259 0 0 ROCKWELL AUTOMATION INC COM 773903109 5493017 15306 SH SOLE 15306 0 0 ROLLINS INC COM 775711104 2224046 41641 SH SOLE 41641 0 0 ROPER TECHNOLOGIES INC COM 776696106 25247203 71348 SH SOLE 71348 0 0 ROSS STORES INC COM 778296103 48599857 224345 SH SOLE 224345 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 10034164 36464 SH SOLE 36464 0 0 RTX CORPORATION COM 75513E101 37797212 195942 SH SOLE 195942 0 0 S&P GLOBAL INC COM 78409V104 18688589 43938 SH SOLE 43938 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 856139 44521 SH SOLE 44521 0 0 SALESFORCE INC COM 79466L302 25615977 137226 SH SOLE 137226 0 0 SANDISK CORP COM 80004C200 13478103 21214 SH SOLE 21214 0 0 SBA COMMUNICATIONS CORP CL A 78410G104 6000787 34866 SH SOLE 34866 0 0 SCHEIN HENRY INC COM 806407102 1010869 13716 SH SOLE 13716 0 0 SCHWAB CHARLES CORP COM 808513105 22542607 239866 SH SOLE 239866 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 57493914 146758 SH SOLE 146758 0 0 SEMPRA COM 816851109 9821458 101075 SH SOLE 101075 0 0 SERVICENOW INC COM 81762P102 15639321 149587 SH SOLE 149587 0 0 SHERWIN WILLIAMS CO COM 824348106 10623027 33140 SH SOLE 33140 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 78921563 665331 SH SOLE 665331 0 0 SIMON PPTY GROUP INC NEW COM 828806109 19219865 103039 SH SOLE 103039 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1136867 21230 SH SOLE 21230 0 0 SLB LIMITED COM STK 806857108 11089397 215789 SH SOLE 215789 0 0 SMITH A O CORP COM 831865209 1013564 15371 SH SOLE 15371 0 0 SMUCKER J M CO COM NEW 832696405 1404263 14561 SH SOLE 14561 0 0 SMURFIT WESTROCK PLC SHS G8267P108 2978668 74747 SH SOLE 74747 0 0 SNAP ON INC COM 833034101 2548352 7016 SH SOLE 7016 0 0 SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 225205 2957 SH SOLE 2957 0 0 SOLVENTUM CORP COM SHS 83444M101 1375610 21066 SH SOLE 21066 0 0 SOUTHERN CO COM 842587107 15459126 160165 SH SOLE 160165 0 0 SOUTHWEST AIRLS CO COM 844741108 2853479 75951 SH SOLE 75951 0 0 STAG INDUSTRIAL INC COM 85254J102 1263434 35037 SH SOLE 35037 0 0 STANLEY BLACK & DECKER INC COM 854502101 1571350 22113 SH SOLE 22113 0 0 STARBUCKS CORP COM 855244109 69675487 777715 SH SOLE 777715 0 0 STARWOOD PPTY TR INC COM 85571B105 1048887 60911 SH SOLE 60911 0 0 STATE STR CORP COM 857477103 5840197 46454 SH SOLE 46454 0 0 STEEL DYNAMICS INC COM 858119100 3523140 19573 SH SOLE 19573 0 0 STERIS PLC SHS USD G8473T100 3244862 14674 SH SOLE 14674 0 0 STRATEGY INC CL A NEW 594972408 17726592 142040 SH SOLE 142040 0 0 STRYKER CORPORATION COM 863667101 16262248 49491 SH SOLE 49491 0 0 SUN CMNTYS INC COM 866674104 2772632 22012 SH SOLE 22012 0 0 SUPER MICRO COMPUTER INC COM NEW 86800U302 1639508 72003 SH SOLE 72003 0 0 SYNCHRONY FINANCIAL COM 87165B103 3522620 51788 SH SOLE 51788 0 0 SYNOPSYS INC COM 871607107 50424326 127180 SH SOLE 127180 0 0 SYSCO CORP COM 871829107 4909359 68826 SH SOLE 68826 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 24364983 123367 SH SOLE 123367 0 0 TAPESTRY INC COM 876030107 4372293 30985 SH SOLE 30985 0 0 TARGA RES CORP COM 87612G101 31008782 123674 SH SOLE 123674 0 0 TARGET CORP COM 87612E106 7830611 64609 SH SOLE 64609 0 0 TC ENERGY CORP COM 87807B107 29696486 475754 SH SOLE 475754 0 0 TE CONNECTIVITY PLC ORD SHS G87052109 8746651 41846 SH SOLE 41846 0 0 TEEKAY TANKERS LTD CL A G8726X106 13253177 180758 SH SOLE 180758 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 3839998 6347 SH SOLE 6347 0 0 TERADYNE INC COM 880770102 6594753 22245 SH SOLE 22245 0 0 TESLA INC COM 88160R101 520334758 1399690 SH SOLE 1399690 0 0 TEXAS INSTRS INC COM 882508104 121505043 625863 SH SOLE 625863 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 3729092 7858 SH SOLE 7858 0 0 TEXTRON INC COM 883203101 2669091 30483 SH SOLE 30483 0 0 THE CAMPBELLS COMPANY COM 134429109 616367 27677 SH SOLE 27677 0 0 THE CIGNA GROUP COM 125523100 10183982 38178 SH SOLE 38178 0 0 THE TRADE DESK INC COM CL A 88339J105 1493410 65818 SH SOLE 65818 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 27029726 54991 SH SOLE 54991 0 0 THOMSON REUTERS CORP COM 884903808 21524026 239209 SH SOLE 239209 0 0 TJX COS INC NEW COM 872540109 25884655 162083 SH SOLE 162083 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 1820698 9029 SH SOLE 9029 0 0 T-MOBILE US INC COM 872590104 142066182 676409 SH SOLE 676409 0 0 TRACTOR SUPPLY CO COM 892356106 3562800 78649 SH SOLE 78649 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 12949779 31074 SH SOLE 31074 0 0 TRANSDIGM GROUP INC COM 893641100 9509267 8205 SH SOLE 8205 0 0 TRAVELERS COMPANIES INC COM 89417E109 9095457 31183 SH SOLE 31183 0 0 TRIMBLE INC COM 896239100 2367653 36297 SH SOLE 36297 0 0 TRUIST FINL CORP COM 89832Q109 8461238 184060 SH SOLE 184060 0 0 TYLER TECHNOLOGIES INC COM 902252105 1993679 5823 SH SOLE 5823 0 0 TYSON FOODS INC CL A 902494103 2894042 45170 SH SOLE 45170 0 0 UBER TECHNOLOGIES INC COM 90353T100 21521024 299194 SH SOLE 299194 0 0 UDR INC COM 902653104 3491636 103364 SH SOLE 103364 0 0 ULTA BEAUTY INC COM 90384S303 3168145 6061 SH SOLE 6061 0 0 UNION PAC CORP COM 907818108 20722417 85411 SH SOLE 85411 0 0 UNITED AIRLS HLDGS INC COM 910047109 4383269 47608 SH SOLE 47608 0 0 UNITED PARCEL SVCS INC CL B 911312106 10437233 106091 SH SOLE 106091 0 0 UNITED RENTALS INC COM 911363109 6261245 8594 SH SOLE 8594 0 0 UNITEDHEALTH GROUP INC COM 91324P102 35842893 132462 SH SOLE 132462 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 1339769 7486 SH SOLE 7486 0 0 US BANCORP COM NEW 902973304 11596410 222965 SH SOLE 222965 0 0 VALERO ENERGY CORP COM 91913Y100 10737108 43456 SH SOLE 43456 0 0 VANECK BITCOIN ETF SH BEN INT 92189K105 102983218 5374907 SH SOLE 5374907 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 81305754 1107859 SH SOLE 1107859 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 661590195 6604674 SH SOLE 6604674 0 0 VENTAS INC COM 92276F100 12306500 150483 SH SOLE 150483 0 0 VERALTO CORP COM SHS 92338C103 3147133 35593 SH SOLE 35593 0 0 VERISIGN INC COM 92343E102 2819879 11354 SH SOLE 11354 0 0 VERISK ANALYTICS INC COM 92345Y106 17605005 92780 SH SOLE 92780 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 31153568 620589 SH SOLE 620589 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 77736809 174087 SH SOLE 174087 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 13982364 55800 SH SOLE 55800 0 0 VIATRIS INC COM 92556V106 2807094 207779 SH SOLE 207779 0 0 VICI PPTYS INC COM 925652109 10313355 377502 SH SOLE 377502 0 0 VISA INC COM CL A 92826C839 74845202 247635 SH SOLE 247635 0 0 VISTRA CORP COM 92840M102 7422995 49378 SH SOLE 49378 0 0 VORNADO RLTY TR SH BEN INT 929042109 806704 31039 SH SOLE 31039 0 0 VULCAN MATLS CO COM 929160109 5148376 18907 SH SOLE 18907 0 0 WABTEC COM 929740108 6037826 24160 SH SOLE 24160 0 0 WALMART INC COM 931142103 411169319 3308411 SH SOLE 3308411 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 46193679 1682217 SH SOLE 1682217 0 0 WASTE MGMT INC DEL COM 94106L109 12184845 53026 SH SOLE 53026 0 0 WATERS CORP COM 941848103 4038764 13562 SH SOLE 13562 0 0 WEC ENERGY GROUP INC COM 92939U106 5385968 46523 SH SOLE 46523 0 0 WELLS FARGO & CO COM 949746101 36384238 457031 SH SOLE 457031 0 0 WELLTOWER INC COM 95040Q104 43562631 220336 SH SOLE 220336 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 2460032 9815 SH SOLE 9815 0 0 WESTERN DIGITAL CORP COM 958102105 63110997 233321 SH SOLE 233321 0 0 WEYERHAEUSER CO COM NEW 962166104 6321311 258752 SH SOLE 258752 0 0 WILLIAMS COS INC COM 969457100 57905879 795629 SH SOLE 795629 0 0 WILLIAMS SONOMA INC COM 969904101 3187858 17484 SH SOLE 17484 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 4281430 14728 SH SOLE 14728 0 0 WORKDAY INC CL A 98138H101 18561930 142872 SH SOLE 142872 0 0 WP CAREY INC COM 92936U109 2819864 41493 SH SOLE 41493 0 0 WW GRAINGER INC COM 384802104 6454323 5917 SH SOLE 5917 0 0 WYNN RESORTS LTD COM 983134107 1202961 11846 SH SOLE 11846 0 0 XCEL ENERGY INC COM 98389B100 32279252 406335 SH SOLE 406335 0 0 XYLEM INC COM 98419M100 4176406 34949 SH SOLE 34949 0 0 YUM BRANDS INC COM 988498101 6923835 44532 SH SOLE 44532 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1433034 6854 SH SOLE 6854 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 1242890 30036 SH SOLE 30036 0 0 ZILLOW GROUP INC CL A 98954M101 414273 10009 SH SOLE 10009 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 2771916 30656 SH SOLE 30656 0 0 ZOETIS INC CL A 98978V103 7405502 62647 SH SOLE 62647 0 0 ZSCALER INC COM 98980G102 11783097 83991 SH SOLE 83991 0 0