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COM 595017104 23212255 361449 SH SOLE 361449 0 0 MICRON TECHNOLOGY INC COM 595112103 7990534 47756 SH SOLE 47756 0 0 MICROSOFT CORP COM 594918104 396722249 765947 SH SOLE 765947 0 0 MOLINA HEALTHCARE INC COM 60855R100 434387 2270 SH SOLE 2270 0 0 MONGODB INC CL A 60937P106 775950 2500 SH SOLE 2500 0 0 MONOLITHIC PWR SYS INC COM 609839105 1887312 2050 SH SOLE 2050 0 0 MOODYS CORP COM 615369105 3355849 7043 SH SOLE 7043 0 0 MORGAN STANLEY COM NEW 617446448 8054185 50668 SH SOLE 50668 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 3197829 6993 SH SOLE 6993 0 0 MSCI INC COM 55354G100 2696332 4752 SH SOLE 4752 0 0 NASDAQ INC COM 631103108 1709031 19322 SH SOLE 19322 0 0 NATERA INC COM 632307104 4597786 28563 SH SOLE 28563 0 0 NETAPP INC COM 64110D104 1004896 8483 SH SOLE 8483 0 0 NETFLIX INC COM 64110L106 6407028 5344 SH SOLE 5344 0 0 NEWMONT CORP COM 651639106 4042749 47951 SH SOLE 47951 0 0 NEWS CORP NEW CL A 65249B109 479076 15600 SH SOLE 15600 0 0 NEXTRACKER INC CLASS A COM 65290E101 4224681 57098 SH SOLE 57098 0 0 NORDSON CORP COM 655663102 499290 2200 SH SOLE 2200 0 0 NORFOLK SOUTHN CORP COM 655844108 871189 2900 SH SOLE 2900 0 0 NORTHERN TR CORP COM 665859104 1036420 7700 SH SOLE 7700 0 0 NUTANIX INC CL A 67059N108 870363 11700 SH SOLE 11700 0 0 NVIDIA CORPORATION COM 67066G104 347062869 1860129 SH SOLE 1860129 0 0 NVR INC COM 62944T105 956125 119 SH SOLE 119 0 0 OKTA INC CL A 679295105 377896 4121 SH SOLE 4121 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 1081190 7680 SH SOLE 7680 0 0 ON SEMICONDUCTOR CORP COM 682189105 931959 18900 SH SOLE 18900 0 0 ORACLE CORP COM 68389X105 19906448 70781 SH SOLE 70781 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 3981423 36930 SH SOLE 36930 0 0 OTIS WORLDWIDE CORP COM 68902V107 1581739 17300 SH SOLE 17300 0 0 OWENS CORNING NEW COM 690742101 572913 4050 SH SOLE 4050 0 0 PACCAR INC COM 693718108 2299705 23390 SH SOLE 23390 0 0 PALO ALTO NETWORKS INC COM 697435105 51234457 251618 SH SOLE 251618 0 0 PAYCHEX INC COM 704326107 1761964 13900 SH SOLE 13900 0 0 PAYCOM SOFTWARE INC COM 70432V102 561978 2700 SH SOLE 2700 0 0 PAYPAL HLDGS INC COM 70450Y103 2569873 38322 SH SOLE 38322 0 0 PENUMBRA INC COM 70975L107 5018776 19812 SH SOLE 19812 0 0 PEPSICO INC COM 713448108 7994266 56923 SH SOLE 56923 0 0 PLANET FITNESS INC CL A 72703H101 2386258 22989 SH SOLE 22989 0 0 PNC FINL SVCS GROUP INC COM 693475105 3403352 16938 SH SOLE 16938 0 0 POOL CORP COM 73278L105 434098 1400 SH SOLE 1400 0 0 PRICE T ROWE GROUP INC COM 74144T108 1052368 10253 SH SOLE 10253 0 0 PRICESMART INC COM 741511109 2499907 20628 SH SOLE 20628 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 903719 10900 SH SOLE 10900 0 0 PROCTER AND GAMBLE CO COM 742718109 15201363 98935 SH SOLE 98935 0 0 PROGRESSIVE CORP COM 743315103 51906914 210192 SH SOLE 210192 0 0 PROLOGIS INC. COM 74340W103 40515802 353788 SH SOLE 353788 0 0 PRUDENTIAL FINL INC COM 744320102 1641478 15823 SH SOLE 15823 0 0 PTC INC COM 69370C100 1086157 5350 SH SOLE 5350 0 0 PUBLIC STORAGE OPER CO COM 74460D109 1964180 6800 SH SOLE 6800 0 0 PULTE GROUP INC COM 745867101 1175957 8900 SH SOLE 8900 0 0 QUALCOMM INC COM 747525103 11147285 67007 SH SOLE 67007 0 0 QUALYS INC COM 74758T303 1545614 11680 SH SOLE 11680 0 0 QUANTA SVCS INC COM 74762E102 2706163 6530 SH SOLE 6530 0 0 QUEST DIAGNOSTICS INC COM 74834L100 857610 4500 SH SOLE 4500 0 0 RADNET INC COM 750491102 2537945 33302 SH SOLE 33302 0 0 RAPID7 INC COM 753422104 782906 41755 SH SOLE 41755 0 0 RAYMOND JAMES FINL INC COM 754730109 1390638 8057 SH SOLE 8057 0 0 REGENCY CTRS CORP COM 758849103 515986 7078 SH SOLE 7078 0 0 REGENERON PHARMACEUTICALS COM 75886F107 2429006 4320 SH SOLE 4320 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 1106485 41960 SH SOLE 41960 0 0 RELIANCE INC COM 759509102 631868 2250 SH SOLE 2250 0 0 REPUBLIC SVCS INC COM 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