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
ABBVIE INC COM 00287Y109   18,628,453 85,652 SH   SOLE   85,652 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   39,665,932 200,040 SH   SOLE   200,040 0 0
ADOBE INC COM 00724F101   38,387,194 157,920 SH   SOLE   157,920 0 0
ADVANCED MICRO DEVICES INC COM 007903107   30,001,653 147,479 SH   SOLE   147,479 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   5,345,320 46,897 SH   SOLE   46,897 0 0
AIRBNB INC COM CL A 009066101   14,657,951 116,075 SH   SOLE   116,075 0 0
ALLSTATE CORP COM 020002101   10,770,484 51,946 SH   SOLE   51,946 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   1,810,852 5,473 SH   SOLE   5,473 0 0
ALPHABET INC CAP STK CL A 02079K305   225,078,388 782,718 SH   SOLE   782,718 0 0
ALPHABET INC CAP STK CL C 02079K107   166,094,522 579,009 SH   SOLE   579,009 0 0
AMAZON COM INC COM 023135106   207,395,058 995,799 SH   SOLE   995,799 0 0
AMEREN CORP COM 023608102   3,950,525 35,940 SH   SOLE   35,940 0 0
AMERICAN EXPRESS CO COM 025816109   23,518,122 77,751 SH   SOLE   77,751 0 0
AMERIPRISE FINL INC COM 03076C106   33,110,022 74,505 SH   SOLE   74,505 0 0
AMPHENOL CORP CL A 032095101   11,178,058 88,469 SH   SOLE   88,469 0 0
APPLE INC COM 037833100   474,188,088 1,868,427 SH   SOLE   1,868,427 0 0
APPLIED MATLS INC COM 038222105   48,689,011 142,453 SH   SOLE   142,453 0 0
APPLOVIN CORP COM CL A 03831W108   16,298,896 40,952 SH   SOLE   40,952 0 0
APTIV PLC COM SHS G3265R107   17,765,182 255,835 SH   SOLE   255,835 0 0
ARCH CAP GROUP LTD ORD G0450A105   1,827,170 19,035 SH   SOLE   19,035 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   7,594,233 69,608 SH   SOLE   69,608 0 0
ARISTA NETWORKS INC COM SHS 040413205   44,162,493 359,688 SH   SOLE   359,688 0 0
ATLASSIAN CORPORATION CL A 049468101   2,776,820 40,686 SH   SOLE   40,686 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103   35,007,304 172,297 SH   SOLE   172,297 0 0
BANK AMERICA CORP COM 060505104   23,253,458 476,994 SH   SOLE   476,994 0 0
BERKLEY W R CORP COM 084423102   24,188,820 364,949 SH   SOLE   364,949 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702   47,413,006 98,942 SH   SOLE   98,942 0 0
BEST BUY INC COM 086516101   6,640,013 103,427 SH   SOLE   103,427 0 0
BOOKING HOLDINGS INC COM 09857L108   42,381,081 10,066 SH   SOLE   10,066 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   2,132,716 27,332 SH   SOLE   27,332 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   19,893,382 328,003 SH   SOLE   328,003 0 0
BROADCOM INC COM 11135F101   158,360,172 511,648 SH   SOLE   511,648 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   11,370,188 69,979 SH   SOLE   69,979 0 0
BROWN & BROWN INC COM 115236101   476,555 7,308 SH   SOLE   7,308 0 0
C.H. ROBINSON WORLDWIDE INC COM NEW 12541W209   895,117 5,390 SH   SOLE   5,390 0 0
CARDINAL HEALTH INC COM 14149Y108   4,988,818 23,609 SH   SOLE   23,609 0 0
CARLISLE COS INC COM 142339100   1,523,309 4,566 SH   SOLE   4,566 0 0
CATERPILLAR INC COM 149123101   54,331,089 76,689 SH   SOLE   76,689 0 0
CBOE GLOBAL MKTS INC COM 12503M108   30,147,568 107,260 SH   SOLE   107,260 0 0
CBRE GROUP INC CL A 12504L109   5,917,976 43,688 SH   SOLE   43,688 0 0
CENCORA INC COM 03073E105   5,181,425 16,494 SH   SOLE   16,494 0 0
CENTENE CORP DEL COM 15135B101   259,497 7,926 SH   SOLE   7,926 0 0
CF INDS HLDGS INC COM 125269100   8,266,913 63,670 SH   SOLE   63,670 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   3,112,273 21,787 SH   SOLE   21,787 0 0
CHEVRON CORP NEW COM 166764100   44,418,740 214,687 SH   SOLE   214,687 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   9,058,862 283,001 SH   SOLE   283,001 0 0
CHUBB LIMITED COM H1467J104   336,360 1,032 SH   SOLE   1,032 0 0
CINCINNATI FINL CORP COM 172062101   12,002,186 76,277 SH   SOLE   76,277 0 0
CINTAS CORP COM 172908105   33,732,943 199,438 SH   SOLE   199,438 0 0
CISCO SYS INC COM 17275R102   5,062,592 65,248 SH   SOLE   65,248 0 0
CME GROUP INC COM 12572Q105   24,051,237 81,433 SH   SOLE   81,433 0 0
COCA COLA CO COM 191216100   2,766,623 36,379 SH   SOLE   36,379 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   29,509,841 481,008 SH   SOLE   481,008 0 0
COLGATE PALMOLIVE CO COM 194162103   42,905,805 503,412 SH   SOLE   503,412 0 0
COMCAST CORP NEW CL A 20030N101   6,981,468 243,172 SH   SOLE   243,172 0 0
COMFORT SYS USA INC COM 199908104   32,905,459 23,862 SH   SOLE   23,862 0 0
CONSOLIDATED EDISON INC COM 209115104   34,908,107 308,430 SH   SOLE   308,430 0 0
CONSTELLATION ENERGY CORP COM 21037T109   5,796,392 20,757 SH   SOLE   20,757 0 0
CORTEVA INC COM 22052L104   3,456,888 41,296 SH   SOLE   41,296 0 0
COSTCO WHSL CORP NEW COM 22160K105   84,739,396 85,043 SH   SOLE   85,043 0 0
COTERRA ENERGY INC COM 127097103   305,367 8,690 SH   SOLE   8,690 0 0
CREDICORP LTD COM G2519Y108   16,660,861 49,121 SH   SOLE   49,121 0 0
CRH PLC ORD G25508105   2,941,047 27,978 SH   SOLE   27,978 0 0
CURTISS COM 231561101   5,399,919 7,928 SH   SOLE   7,928 0 0
D R HORTON INC COM 23331A109   1,266,815 9,232 SH   SOLE   9,232 0 0
DECKERS OUTDOOR CORP COM 243537107   32,912,895 328,833 SH   SOLE   328,833 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   13,922,574 209,425 SH   SOLE   209,425 0 0
DEXCOM INC COM 252131107   12,081,024 192,373 SH   SOLE   192,373 0 0
DISNEY WALT CO COM 254687106   9,214,314 95,604 SH   SOLE   95,604 0 0
DOCUSIGN INC COM 256163106   11,531,866 243,237 SH   SOLE   243,237 0 0
DOLLAR GEN CORP NEW COM 256677105   4,392,060 36,992 SH   SOLE   36,992 0 0
DOLLAR TREE INC COM 256746108   3,703,628 33,820 SH   SOLE   33,820 0 0
DOMINOS PIZZA INC COM 25754A201   21,697,466 60,474 SH   SOLE   60,474 0 0
EAST WEST BANCORP INC COM 27579R104   6,127,917 57,399 SH   SOLE   57,399 0 0
EATON CORP PLC SHS G29183103   13,592,891 38,004 SH   SOLE   38,004 0 0
EDISON INTL COM 281020107   28,760,325 393,008 SH   SOLE   393,008 0 0
ELECTRONIC ARTS INC COM 285512109   4,664,749 22,881 SH   SOLE   22,881 0 0
ELI LILLY & CO COM 532457108   91,441,694 99,418 SH   SOLE   99,418 0 0
EMCOR GROUP INC COM 29084Q100   41,174,810 55,769 SH   SOLE   55,769 0 0
EOG RES INC COM 26875P101   14,313,008 99,004 SH   SOLE   99,004 0 0
EVERGY INC COM 30034W106   821,658 10,030 SH   SOLE   10,030 0 0
EXELON CORP COM 30161N101   467,651 9,540 SH   SOLE   9,540 0 0
EXPEDIA GROUP INC COM NEW 30212P303   3,872,487 16,772 SH   SOLE   16,772 0 0
EXPEDITORS INTL WASH INC COM 302130109   25,720,241 179,573 SH   SOLE   179,573 0 0
EXXON MOBIL CORP COM 30231G102   82,539,420 486,499 SH   SOLE   486,499 0 0
F5 INC COM 315616102   2,982,124 10,307 SH   SOLE   10,307 0 0
FAIR ISAAC CORP COM 303250104   15,686,433 14,694 SH   SOLE   14,694 0 0
FASTENAL CO COM 311900104   28,310,357 610,137 SH   SOLE   610,137 0 0
FEDEX CORP COM 31428X106   15,407,991 43,259 SH   SOLE   43,259 0 0
FERGUSON ENTERPRISES INC COMMON STOCK 31488V107   25,442,368 109,073 SH   SOLE   109,073 0 0
FORTINET INC COM 34959E109   24,227,855 296,474 SH   SOLE   296,474 0 0
FOX CORP CL A COM 35137L105   28,884,640 494,600 SH   SOLE   494,600 0 0
FOX CORP CL B COM 35137L204   267,305 5,034 SH   SOLE   5,034 0 0
GARTNER INC COM 366651107   1,633,119 10,314 SH   SOLE   10,314 0 0
GE AEROSPACE COM NEW 369604301   9,047,439 31,883 SH   SOLE   31,883 0 0
GE VERNOVA INC COM 36828A101   12,667,525 14,512 SH   SOLE   14,512 0 0
GILEAD SCIENCES INC COM 375558103   16,527,888 118,590 SH   SOLE   118,590 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   2,079,443 2,458 SH   SOLE   2,458 0 0
GRACO INC COM 384109104   8,871,151 104,798 SH   SOLE   104,798 0 0
GRAINGER W W INC COM 384802104   29,434,417 26,984 SH   SOLE   26,984 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   38,793,836 286,873 SH   SOLE   286,873 0 0
HCA HEALTHCARE INC COM 40412C101   48,863,923 103,254 SH   SOLE   103,254 0 0
HEICO CORP NEW CL A 422806208   1,761,335 8,344 SH   SOLE   8,344 0 0
HENRY JACK & ASSOC INC COM 426281101   323,350 2,046 SH   SOLE   2,046 0 0
HOME DEPOT INC COM 437076102   8,049,254 24,474 SH   SOLE   24,474 0 0
HOWMET AEROSPACE INC COM 443201108   38,071,992 165,200 SH   SOLE   165,200 0 0
HUBBELL INC COM 443510607   1,409,896 2,873 SH   SOLE   2,873 0 0
HUBSPOT INC COM 443573100   2,812,764 11,523 SH   SOLE   11,523 0 0
HUNT J B TRANS SVCS INC COM 445658107   8,681,331 40,969 SH   SOLE   40,969 0 0
IDEXX LABS INC COM 45168D104   34,104,475 60,696 SH   SOLE   60,696 0 0
ILLINOIS TOOL WKS COM 452308109   19,877,566 76,367 SH   SOLE   76,367 0 0
ILLUMINA INC COM 452327109   9,047,900 73,405 SH   SOLE   73,405 0 0
INCYTE CORP COM 45337C102   29,707,754 315,637 SH   SOLE   315,637 0 0
INSULET CORP COM 45784P101   3,386,188 16,137 SH   SOLE   16,137 0 0
INTEL CORP COM 458140100   6,667,205 151,081 SH   SOLE   151,081 0 0
INTERACTIVE INC COM 45841N107   10,188,335 151,906 SH   SOLE   151,906 0 0
INTUIT COM 461202103   26,716,760 61,790 SH   SOLE   61,790 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   15,225,578 33,028 SH   SOLE   33,028 0 0
JABIL INC COM 466313103   1,089,880 4,103 SH   SOLE   4,103 0 0
JOHNSON & JOHNSON COM 478160104   64,617,958 264,351 SH   SOLE   264,351 0 0
JPMORGAN CHASE & CO. COM 46625H100   87,845,295 298,631 SH   SOLE   298,631 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,543,152 5,465 SH   SOLE   5,465 0 0
KIMBERLY-CLARK CORP COM 494368103   2,016,609 20,904 SH   SOLE   20,904 0 0
KLA CORP COM NEW 482480100   59,326,344 40,292 SH   SOLE   40,292 0 0
KROGER CO COM 501044101   13,412,360 185,356 SH   SOLE   185,356 0 0
LAM RESEARCH CORP COM NEW 512807306   59,973,294 280,695 SH   SOLE   280,695 0 0
LEIDOS HOLDINGS INC COM 525327102   28,444,608 182,900 SH   SOLE   182,900 0 0
LINDE PLC SHS G54950103   7,461,188 15,050 SH   SOLE   15,050 0 0
LOCKHEED MARTIN CORP COM 539830109   35,252,860 58,328 SH   SOLE   58,328 0 0
LOEWS CORP COM 540424108   2,996,192 28,070 SH   SOLE   28,070 0 0
LOWES COS INC COM 548661107   312,598 1,323 SH   SOLE   1,323 0 0
M & T BK CORP COM 55261F104   29,857,396 144,434 SH   SOLE   144,434 0 0
MARSH & MCLENNAN COS INC COM 571748102   16,309,157 94,028 SH   SOLE   94,028 0 0
MASCO CORP COM 574599106   7,783,021 128,922 SH   SOLE   128,922 0 0
MASTERCARD INCORPORATED CL A 57636Q104   81,288,686 162,688 SH   SOLE   162,688 0 0
MCKESSON CORP COM 58155Q103   10,007,023 11,564 SH   SOLE   11,564 0 0
MERCADOLIBRE INC COM 58733R102   3,525,472 2,039 SH   SOLE   2,039 0 0
MERCK & CO INC COM 58933Y105   17,228,415 143,224 SH   SOLE   143,224 0 0
META PLATFORMS INC CL A 30303M102   160,612,339 280,727 SH   SOLE   280,727 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   26,371,692 20,910 SH   SOLE   20,910 0 0
MICRON TECHNOLOGY INC COM 595112103   37,435,037 110,807 SH   SOLE   110,807 0 0
MICROSOFT CORP COM 594918104   315,807,204 853,141 SH   SOLE   853,141 0 0
MONDAY COM LTD SHS M7S64H106   2,859,357 41,374 SH   SOLE   41,374 0 0
MONGODB INC COM 60937P106   795,992 3,252 SH   SOLE   3,252 0 0
MONOLITHIC PWR SYS INC COM 609839105   6,555,727 5,996 SH   SOLE   5,996 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   36,461,437 503,194 SH   SOLE   503,194 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   21,973,203 50,633 SH   SOLE   50,633 0 0
MSCI INC COM 55354G100   35,824,761 66,464 SH   SOLE   66,464 0 0
NETAPP INC COM 64110D104   16,306,017 159,254 SH   SOLE   159,254 0 0
NETFLIX INC COM 64110L106   55,084,335 572,900 SH   SOLE   572,900 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   18,020,188 136,786 SH   SOLE   136,786 0 0
NEWMONT CORP COM 651639106   36,605,279 338,155 SH   SOLE   338,155 0 0
NEXTERA ENERGY INC COM 65339F101   16,716,450 179,979 SH   SOLE   179,979 0 0
NIKE INC CL B 654106103   3,848,993 72,870 SH   SOLE   72,870 0 0
NRG ENERGY INC COM NEW 629377508   26,698,317 182,690 SH   SOLE   182,690 0 0
NVIDIA CORPORATION COM 67066G104   538,870,538 3,089,854 SH   SOLE   3,089,854 0 0
NVR INC COM 62944T105   15,479,511 2,349 SH   SOLE   2,349 0 0
OKTA CL A 679295105   4,843,341 61,534 SH   SOLE   61,534 0 0
OLD DOMINION FREIGHT INC COM 679580100   17,248,544 88,273 SH   SOLE   88,273 0 0
OMNICOM GROUP INC COM 681919106   6,561,986 87,133 SH   SOLE   87,133 0 0
ORACLE CORP COM 68389X105   7,860,529 53,433 SH   SOLE   53,433 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   17,410,958 188,614 SH   SOLE   188,614 0 0
OTIS WORLDWIDE CORP COM 68902V107   1,260,720 16,356 SH   SOLE   16,356 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   42,439,778 290,127 SH   SOLE   290,127 0 0
PALO ALTO NETWORKS INC COM 697435105   8,952,429 55,841 SH   SOLE   55,841 0 0
PARKER-HANNIFIN CORP COM 701094104   12,413,398 13,866 SH   SOLE   13,866 0 0
PAYCHEX INC COM 704326107   12,459,598 135,254 SH   SOLE   135,254 0 0
PAYCOM SOFTWARE INC COM 70432V102   12,205,290 100,422 SH   SOLE   100,422 0 0
PAYPAL HLDGS INC COM 70450Y103   25,204,915 557,261 SH   SOLE   557,261 0 0
PEPSICO INC COM 713448108   823,037 5,300 SH   SOLE   5,300 0 0
PINTEREST INC CL A 72352L106   2,244,211 122,367 SH   SOLE   122,367 0 0
PROCTER AND GAMBLE CO COM 742718109   18,397,034 127,368 SH   SOLE   127,368 0 0
PROGRESSIVE CORP COM 743315103   5,995,769 30,245 SH   SOLE   30,245 0 0
PULTE GROUP INC COM 745867101   10,133,395 86,161 SH   SOLE   86,161 0 0
QUALCOMM INC COM 747525103   42,128,960 327,139 SH   SOLE   327,139 0 0
RALPH CL A 751212101   7,058,331 20,519 SH   SOLE   20,519 0 0
RAYMOND JAMES FINL INC COM 754730109   8,428,515 58,212 SH   SOLE   58,212 0 0
REDDIT INC CL A 75734B100   2,353,278 17,477 SH   SOLE   17,477 0 0
REGENERON PHARMACEUTICALS COM 75886F107   2,938,350 3,803 SH   SOLE   3,803 0 0
RELIANCE INC COM 759509102   4,299,860 14,148 SH   SOLE   14,148 0 0
REPUBLIC SVCS INC COM 760759100   3,501,035 15,985 SH   SOLE   15,985 0 0
RESMED INC COM 761152107   33,603,983 149,697 SH   SOLE   149,697 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,680,248 24,246 SH   SOLE   24,246 0 0
ROLLINS INC COM 775711104   33,060,470 618,994 SH   SOLE   618,994 0 0
ROSS STORES INC COM 778296103   39,581,334 182,714 SH   SOLE   182,714 0 0
S&P GLOBAL INC COM 78409V104   6,995,142 16,446 SH   SOLE   16,446 0 0
SALESFORCE INC COM 79466L302   21,604,252 115,735 SH   SOLE   115,735 0 0
SANDISK CORP COM 80004C200   7,465,880 11,751 SH   SOLE   11,751 0 0
SCHLUMBERGER LTD COM STK 806857108   5,176,772 100,735 SH   SOLE   100,735 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   229,180 585 SH   SOLE   585 0 0
SERVICENOW INC COM 81762P102   17,909,310 171,299 SH   SOLE   171,299 0 0
SHERWIN WILLIAMS CO COM 824348106   20,086,625 62,663 SH   SOLE   62,663 0 0
SNAP ON INC COM 833034101   31,546,383 86,852 SH   SOLE   86,852 0 0
SOUTHERN COPPER CORP COM 84265V105   11,400,179 66,257 SH   SOLE   66,257 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   407,674 17,904 SH   SOLE   17,904 0 0
SYNCHRONY FINANCIAL COM 87165B103   38,081,337 559,855 SH   SOLE   559,855 0 0
TAPESTRY INC COM 876030107   27,966,450 198,189 SH   SOLE   198,189 0 0
TARGET CORP COM 87612E106   16,380,907 135,156 SH   SOLE   135,156 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   29,960,509 143,338 SH   SOLE   143,338 0 0
TECHNIPFMC PLC COM G87110105   17,682,279 255,783 SH   SOLE   255,783 0 0
TESLA INC COM 88160R101   110,856,965 298,203 SH   SOLE   298,203 0 0
TEXTRON INC COM 883203101   744,435 8,502 SH   SOLE   8,502 0 0
THE CIGNA GROUP COM 125523100   1,435,115 5,380 SH   SOLE   5,380 0 0
THE TRADE DESK INC COM CL A 88339J105   3,236,797 142,653 SH   SOLE   142,653 0 0
TJX COS INC NEW COM 872540109   55,101,291 345,030 SH   SOLE   345,030 0 0
T-MOBILE US INC COM 872590104   34,256,313 163,102 SH   SOLE   163,102 0 0
TOAST INC CL A 888787108   6,715,805 253,331 SH   SOLE   253,331 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   42,776,694 102,646 SH   SOLE   102,646 0 0
TRAVELERS COMPANIES INC COM 89417E109   27,212,286 93,295 SH   SOLE   93,295 0 0
TWILIO INC CL A 90138F102   4,288,323 34,083 SH   SOLE   34,083 0 0
UBER TECHNOLOGIES INC COM 90353T100   20,591,761 286,275 SH   SOLE   286,275 0 0
ULTA BEAUTY INC COM 90384S303   11,607,821 22,207 SH   SOLE   22,207 0 0
UNION PAC CORP COM 907818108   1,508,369 6,217 SH   SOLE   6,217 0 0
UNITED AIRLS HLDGS INC COM 910047109   2,976,807 32,332 SH   SOLE   32,332 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   43,008,839 72,530 SH   SOLE   72,530 0 0
UNITEDHEALTH GROUP INC COM 91324P102   16,866,686 62,333 SH   SOLE   62,333 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   32,550,885 181,879 SH   SOLE   181,879 0 0
VALERO ENERGY CORP COM 91913Y100   21,032,932 85,126 SH   SOLE   85,126 0 0
VEEVA SYS INC CL A COM 922475108   26,127,141 148,737 SH   SOLE   148,737 0 0
VERISIGN INC COM 92343E102   35,084,575 141,265 SH   SOLE   141,265 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   634,930 12,648 SH   SOLE   12,648 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103   502,732 13,580 SH   SOLE   13,580 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   17,529,073 69,954 SH   SOLE   69,954 0 0
VISA INC COM CL A 92826C839   88,502,824 292,823 SH   SOLE   292,823 0 0
VISTRA CORP COM 92840M102   7,269,207 48,355 SH   SOLE   48,355 0 0
WABTEC COM 929740108   2,729,767 10,923 SH   SOLE   10,923 0 0
WALMART INC COM 931142103   51,521,393 414,559 SH   SOLE   414,559 0 0
WASTE CONNECTIONS INC COM 94106B101   2,484,520 15,295 SH   SOLE   15,295 0 0
WEC ENERGY GROUP INC COM 92939U106   3,470,322 29,976 SH   SOLE   29,976 0 0
WELLS FARGO CO NEW COM 949746101   18,023,226 226,394 SH   SOLE   226,394 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   15,414,611 61,501 SH   SOLE   61,501 0 0
WILLIAMS SONOMA INC COM 969904101   19,632,200 107,674 SH   SOLE   107,674 0 0
XP INC CL A G98239109   15,184,229 797,491 SH   SOLE   797,491 0 0
ZOETIS INC CL A 98978V103   29,661,253 250,920 SH   SOLE   250,920 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   13,780,936 171,426 SH   SOLE   171,426 0 0