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
PEMBINA PIPELINE CORP COM 706327103   821 24 SH   SOLE   24 0 0
ROYAL BANK OF CANADA COM 780087102   65,450 545 SH   SOLE   545 0 0
NETFLIX INC COM 64110L106   714,004 584 SH   SOLE   584 0 0
ECOLAB INC COM 278865100   145,137 590 SH   SOLE   590 0 0
PARKER-HANNIFIN CORP COM 701094104   387,081 607 SH   SOLE   607 0 0
LOCKHEED MARTIN CORP COM 539830109   628,342 1,486 SH   SOLE   1,486 0 0
MOODY S CORP COM 615369105   693,330 1,514 SH   SOLE   1,514 0 0
HUNTINGTON INGALLS INDUSTRIE COM 446413106   433,184 1,965 SH   SOLE   1,965 0 0
ILLINOIS TOOL WORKS INC COM 452308109   451,473 2,000 SH   SOLE   2,000 0 0
UNIVERSAL HEALTH SERVICES INC CL B 913903100   360,545 2,180 SH   SOLE   2,180 0 0
GENERAL DYNAMICS CORP COM 369550108   922,135 3,463 SH   SOLE   3,463 0 0
DARDEN RESTAURANTS INC COM 237194105   703,678 3,536 SH   SOLE   3,536 0 0
OWENS CORNING COM 690742101   449,735 3,582 SH   SOLE   3,582 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   540,513 3,613 SH   SOLE   3,613 0 0
BOOKING HOLDINGS INC COM 09857L108   19,556,372 3,700 SH   SOLE   3,700 0 0
EXPEDIA GROUP INC COM NEW 30212P303   598,609 3,887 SH   SOLE   3,887 0 0
AMERICAN TOWER CORP COM 03027X100   797,872 3,954 SH   SOLE   3,954 0 0
CARDINAL HEALTH INC COM 14149Y108   655,708 4,275 SH   SOLE   4,275 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   591,178 4,750 SH   SOLE   4,750 0 0
TFI INTERNATIONAL INC COM 87241L109   392,624 4,800 SH   SOLE   4,800 0 0
ABBVIE INC COM 00287Y109   840,057 4,957 SH   SOLE   4,957 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100   420,982 5,012 SH   SOLE   5,012 0 0
META PLATFORMS INC CL A 30303M102   3,589,691 5,327 SH   SOLE   5,327 0 0
A O SMITH CORP COM 831865209   321,772 5,375 SH   SOLE   5,375 0 0
DUPONT DE NEMOURS INC COM 26614N102   362,580 5,790 SH   SOLE   5,790 0 0
SIMON PROPERTY GROUP INC COM 828806109   862,579 5,877 SH   SOLE   5,877 0 0
EMERSON ELECTRIC CO COM 291011104   732,198 6,015 SH   SOLE   6,015 0 0
RPM INTERNATIONAL INC COM 749685103   628,270 6,265 SH   SOLE   6,265 0 0
NASDAQ INC COM 631103108   578,497 7,086 SH   SOLE   7,086 0 0
BIO-TECHNE CORP COM 09073M104   338,489 7,206 SH   SOLE   7,206 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100   550,334 7,280 SH   SOLE   7,280 0 0
TESLA INC COM 88160R101   2,164,127 7,462 SH   SOLE   7,462 0 0
GOLDMAN SACHS GRP INC COM 38141G104   4,991,642 7,725 SH   SOLE   7,725 0 0
SYNOPSYS INC COM 871607107   4,044,130 8,640 SH   SOLE   8,640 0 0
AFLAC INC COM 001055102   884,173 9,183 SH   SOLE   9,183 0 0
MORGAN STANLEY COM NEW 617446448   1,201,928 9,346 SH   SOLE   9,346 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,583,713 9,681 SH   SOLE   9,681 0 0
EQUITY LIFESTYLE PROPERTIES IN COM 29472R108   548,964 9,750 SH   SOLE   9,750 0 0
REGENERON PHARMACEUTICALS INC COM 75886F107   4,851,663 10,122 SH   SOLE   10,122 0 0
SYNCHRONY FINANCIAL COM 87165B103   711,330 11,674 SH   SOLE   11,674 0 0
FORTIS INC/CANADA COM 349553107   530,798 12,200 SH   SOLE   12,200 0 0
EMCOR GROUP INC COM 29084Q100   7,175,787 14,694 SH   SOLE   14,694 0 0
HUBBELL INC COM 443510607   6,117,361 16,406 SH   SOLE   16,406 0 0
ELEVANCE HEALTH INC COM 036752103   5,933,985 16,710 SH   SOLE   16,710 0 0
KRAFT HEINZ CO/THE COM 500754106   406,900 17,261 SH   SOLE   17,261 0 0
VEEVA SYSTEMS INC CL A COM 922475108   4,616,389 17,558 SH   SOLE   17,558 0 0
CIGNA GROUP/THE COM 125523100   5,309,539 17,592 SH   SOLE   17,592 0 0
COSTCO WHOLESALE CORP COM 22160K105   17,137,013 18,961 SH   SOLE   18,961 0 0
NEWMONT CORP COM 651639106   1,035,942 19,476 SH   SOLE   19,476 0 0
ELI LILLY & CO COM 532457108   14,439,711 20,289 SH   SOLE   20,289 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   10,601,733 21,369 SH   SOLE   21,369 0 0
LEIDOS HOLDINGS INC COM 525327102   3,149,857 21,869 SH   SOLE   21,869 0 0
ANSYS INC COM 03662Q105   7,059,963 22,017 SH   SOLE   22,017 0 0
AMGEN INC COM 031162100   5,687,416 22,311 SH   SOLE   22,311 0 0
COCA-COLA EUROPACIF PTNERS PLC SHS G25839104   1,988,820 23,494 SH   SOLE   23,494 0 0
ADOBE INC COM 00724F101   8,872,805 25,120 SH   SOLE   25,120 0 0
DECKERS OUTDOOR CORP COM 243537107   2,373,526 25,223 SH   SOLE   25,223 0 0
INTUIT INC COM 461202103   18,298,134 25,446 SH   SOLE   25,446 0 0
ALPHABET INC CAP STK CL A 02079K305   4,208,231 26,155 SH   SOLE   26,155 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,637,008 26,813 SH   SOLE   26,813 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   11,103,129 27,803 SH   SOLE   27,803 0 0
RESMED INC COM 761152107   6,839,220 29,035 SH   SOLE   29,035 0 0
AMERIPRISE FINANCIAL INC COM 03076C106   14,496,849 29,750 SH   SOLE   29,750 0 0
CAMECO CORP COM 13321L108   2,070,000 30,544 SH   SOLE   30,544 0 0
JACK HENRY & ASSOCIATES INC COM 426281101   5,251,440 31,925 SH   SOLE   31,925 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103   9,246,352 32,342 SH   SOLE   32,342 0 0
CATERPILLAR INC COM 149123101   11,567,920 32,638 SH   SOLE   32,638 0 0
CSX CORP COM 126408103   975,380 32,741 SH   SOLE   32,741 0 0
SNAP-ON INC COM 833034101   9,505,537 33,458 SH   SOLE   33,458 0 0
STEEL DYNAMICS INC COM 858119100   4,006,358 34,280 SH   SOLE   34,280 0 0
WASTE MANAGEMENT INC COM 94106L109   7,175,846 34,349 SH   SOLE   34,349 0 0
VISA INC COM CL A 92826C839   11,335,424 34,969 SH   SOLE   34,969 0 0
IBM-INTL BUSIN MACHINES CORP COM 459200101   9,898,622 36,780 SH   SOLE   36,780 0 0
MCDONALD S CORP COM 580135101   10,494,387 39,342 SH   SOLE   39,342 0 0
TRAVELERS COS INC/THE COM 89417E109   9,752,600 39,927 SH   SOLE   39,927 0 0
ORACLE CORP COM 68389X105   8,068,097 40,420 SH   SOLE   40,420 0 0
PHILLIPS 66 COM 718546104   4,485,521 41,182 SH   SOLE   41,182 0 0
F5 INC COM 315616102   11,737,010 43,679 SH   SOLE   43,679 0 0
CUMMINS INC COM 231021106   13,302,667 44,490 SH   SOLE   44,490 0 0
PALO ALTO NETWORKS INC COM 697435105   8,696,181 46,545 SH   SOLE   46,545 0 0
SALESFORCE INC COM 79466L302   12,131,453 48,728 SH   SOLE   48,728 0 0
CGI INC CL A SUB VTG 12532H104   4,784,746 50,000 SH   SOLE   50,000 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105   9,721,495 50,047 SH   SOLE   50,047 0 0
MICRON TECHNOLOGY INC COM 595112103   5,644,742 50,164 SH   SOLE   50,164 0 0
AVALONBAY COMMUNITIES INC COM 053484101   9,726,080 52,349 SH   SOLE   52,349 0 0
BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103   11,711,896 52,784 SH   SOLE   52,784 0 0
QUALCOMM INC COM 747525103   7,972,853 54,833 SH   SOLE   54,833 0 0
ADVANCED MICRO DEVICES INC COM 007903107   7,119,584 54,955 SH   SOLE   54,955 0 0
MARATHON PETROLEUM CORP COM 56585A102   8,358,240 55,113 SH   SOLE   55,113 0 0
AMERICAN EXPRESS CO COM 025816109   16,094,543 55,265 SH   SOLE   55,265 0 0
CANADIAN NATIONAL RAILWAY CO COM 136375102   5,250,485 55,300 SH   SOLE   55,300 0 0
PROLOGIS INC COM 74340W103   5,381,990 56,078 SH   SOLE   56,078 0 0
PAYCHEX INC COM 704326107   7,453,846 56,127 SH   SOLE   56,127 0 0
GILEAD SCIENCES INC COM 375558103   5,695,108 56,263 SH   SOLE   56,263 0 0
SHOPIFY INC CL A 82509L107   6,043,046 57,500 SH   SOLE   57,500 0 0
AMERICAN WATER WORKS CO INC COM 030420103   7,430,217 58,503 SH   SOLE   58,503 0 0
ONEOK INC COM 682680103   4,373,480 58,683 SH   SOLE   58,683 0 0
CONSOLIDATED EDISON INC COM 209115104   5,418,217 59,139 SH   SOLE   59,139 0 0
M&T BANK CORP COM 55261F104   10,833,496 61,168 SH   SOLE   61,168 0 0
KIMBERLY-CLARK CORP COM 494368103   7,566,616 64,286 SH   SOLE   64,286 0 0
HARTFORD INSURANCE GRP INC/THE COM 416515104   7,481,741 64,592 SH   SOLE   64,592 0 0
ATMOS ENERGY CORP COM 049560105   9,598,170 68,217 SH   SOLE   68,217 0 0
HOME DEPOT INC/THE COM 437076102   23,176,582 69,238 SH   SOLE   69,238 0 0
ACCENTURE PLC SHS CLASS A G1151C101   18,923,068 69,345 SH   SOLE   69,345 0 0
VALERO ENERGY CORP COM 91913Y100   8,510,898 69,350 SH   SOLE   69,350 0 0
DOCUSIGN INC COM 256163106   5,146,848 72,376 SH   SOLE   72,376 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   8,461,387 78,534 SH   SOLE   78,534 0 0
EXPEDITORS INTL OF WASHINGTON COM 302130109   8,262,827 79,215 SH   SOLE   79,215 0 0
WALT DISNEY CO/THE COM 254687106   9,046,475 79,902 SH   SOLE   79,902 0 0
FORTINET INC COM 34959E109   7,720,528 79,988 SH   SOLE   79,988 0 0
GENERAL MILLS INC COM 370334104   3,861,538 81,636 SH   SOLE   81,636 0 0
JPMORGAN CHASE & CO COM 46625H100   23,232,137 87,773 SH   SOLE   87,773 0 0
WALMART INC COM 931142103   7,886,195 88,339 SH   SOLE   88,339 0 0
COCA-COLA CO/THE COM 191216100   5,800,144 89,794 SH   SOLE   89,794 0 0
STATE STREET CORP COM 857477103   8,927,744 91,956 SH   SOLE   91,956 0 0
MCCORMICK & CO INC/MD COM NON VTG 579780206   6,428,647 92,869 SH   SOLE   92,869 0 0
AGNICO EAGLE MINES LTD COM 008474108   10,356,877 95,400 SH   SOLE   95,400 0 0
BEST BUY CO INC COM 086516101   6,218,982 101,470 SH   SOLE   101,470 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A 192446102   7,774,612 109,132 SH   SOLE   109,132 0 0
APPLIED MATERIALS INC COM 038222105   18,923,837 113,221 SH   SOLE   113,221 0 0
PAYPAL HOLDINGS INC COM 70450Y103   7,832,913 115,439 SH   SOLE   115,439 0 0
PENTAIR PLC SHS G7S00T104   11,216,538 119,672 SH   SOLE   119,672 0 0
T ROWE PRICE GROUP INC COM 74144T108   10,723,849 121,719 SH   SOLE   121,719 0 0
KROGER CO/THE COM 501044101   7,983,390 121,905 SH   SOLE   121,905 0 0
ENTERGY CORP COM 29364G103   9,274,901 122,219 SH   SOLE   122,219 0 0
DELTA AIR LINES INC COM NEW 247361702   5,556,781 123,757 SH   SOLE   123,757 0 0
JOHNSON & JOHNSON COM 478160104   18,137,188 130,054 SH   SOLE   130,054 0 0
FOX CORP CL B COM 35137L204   6,280,656 133,241 SH   SOLE   133,241 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   8,271,540 134,240 SH   SOLE   134,240 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   7,394,000 144,233 SH   SOLE   144,233 0 0
PROCTER & GAMBLE CO/THE COM 742718109   21,658,436 148,899 SH   SOLE   148,899 0 0
COPART INC COM 217204106   6,860,765 153,141 SH   SOLE   153,141 0 0
BROADCOM INC COM 11135F101   38,587,560 153,329 SH   SOLE   153,329 0 0
JUNIPER NETWORKS INC COM 48203R104   5,683,137 155,892 SH   SOLE   155,892 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   6,938,948 164,188 SH   SOLE   164,188 0 0
MANULIFE FINANCIAL CORP COM 56501R106   4,857,895 166,739 SH   SOLE   166,739 0 0
EBAY INC COM 278642103   11,335,369 166,743 SH   SOLE   166,743 0 0
UBER TECHNOLOGIES INC COM 90353T100   14,346,314 168,420 SH   SOLE   168,420 0 0
INTERPUBLIC GROUP OF COS INC COM 460690100   3,889,091 174,009 SH   SOLE   174,009 0 0
SUN LIFE FINANCIAL INC COM 866796105   11,300,810 186,385 SH   SOLE   186,385 0 0
MICROSOFT CORP COM 594918104   95,821,739 211,001 SH   SOLE   211,001 0 0
CISCO SYSTEMS INC COM 17275R102   14,181,760 223,888 SH   SOLE   223,888 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   9,783,054 247,641 SH   SOLE   247,641 0 0
AMAZON COM INC COM 023135106   49,719,771 248,226 SH   SOLE   248,226 0 0
PFIZER INC COM 717081103   5,611,050 253,540 SH   SOLE   253,540 0 0
TORONTO-DOMINION BANK/THE COM NEW 891160509   18,401,469 274,559 SH   SOLE   274,559 0 0
CANADIAN IMPERIAL BANK OF COMM COM 136069101   20,640,711 319,121 SH   SOLE   319,121 0 0
BAKER HUGHES CO CL A 05722G100   11,613,052 331,764 SH   SOLE   331,764 0 0
COMCAST CORP CL A 20030N101   11,195,200 343,574 SH   SOLE   343,574 0 0
APPLE INC COM 037833100   78,256,101 417,772 SH   SOLE   417,772 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   5,288,799 505,484 SH   SOLE   505,484 0 0
UBS GROUP AG SHS H42097107   17,789,576 577,949 SH   SOLE   577,949 0 0
NVIDIA CORP COM 67066G104   102,977,356 713,916 SH   SOLE   713,916 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898   34,394,372 1,275,537 SH   SOLE   1,275,537 0 0
ZSCALER INC COM 98980G102   644,903 2,250 SH   SOLE   2,250 0 0
BLACKROCK INC COM 09290D101   14,451,672 15,086 SH   SOLE   15,086 0 0
ATLASSIAN CORP COM 049468101   3,074,057 16,579 SH   SOLE   16,579 0 0
ARISTA NETWORKS INC COM SHS 040413205   5,642,298 60,405 SH   SOLE   60,405 0 0
LAM RESEARCH CORP COM NEW 512807306   7,524,643 84,670 SH   SOLE   84,670 0 0