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        <nameOfIssuer>BOOZ ALLEN HAMILTON</nameOfIssuer>
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        <nameOfIssuer>BOSTON SCIENTIFIC CORP.</nameOfIssuer>
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        <nameOfIssuer>CANADIAN NAT. RESOURCES</nameOfIssuer>
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        <nameOfIssuer>CANADIAN PACIFIC KANSAS CITY LTD</nameOfIssuer>
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        <nameOfIssuer>CAPITAL ONE FINANCIAL CORP.</nameOfIssuer>
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        <nameOfIssuer>CARDINAL HEALTH INC.</nameOfIssuer>
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        <nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
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        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>CDW CORP</nameOfIssuer>
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        <nameOfIssuer>CELANESE RG</nameOfIssuer>
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        <nameOfIssuer>CMS ENERGY CORP.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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            <sshPrnamt>2648</sshPrnamt>
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        <nameOfIssuer>COCA-COLA CO.</nameOfIssuer>
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        <nameOfIssuer>COINBASE GLB RG-A</nameOfIssuer>
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        <nameOfIssuer>COLGATE-PALMOLIVE CO.</nameOfIssuer>
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        <nameOfIssuer>CSX CORP.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>CVS HEALTH CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>DANAHER CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>235851102</cusip>
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            <Sole>15885</Sole>
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        <nameOfIssuer>DARDEN RESTAURANTS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>237194105</cusip>
        <value>1608611</value>
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            <Sole>8634</Sole>
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        <nameOfIssuer>DATADOG INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>23804L103</cusip>
        <value>15227221</value>
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            <Sole>105880</Sole>
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        <nameOfIssuer>DAVITA INC --- SHS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>23918K108</cusip>
        <value>868291</value>
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            <sshPrnamt>5811</sshPrnamt>
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        <votingAuthority>
            <Sole>5811</Sole>
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        </votingAuthority>
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        <nameOfIssuer>DECKERS OUTDOOR CORP.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>243537107</cusip>
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            <sshPrnamt>14784</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14784</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DEERE &amp; CO.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>244199105</cusip>
        <value>17560208</value>
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            <sshPrnamt>41455</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>41455</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DELTA AIR LINES</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>247361702</cusip>
        <value>13106379</value>
        <shrsOrPrnAmt>
            <sshPrnamt>216381</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>216381</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>DEUTSCHE BANK AG /NAM.</nameOfIssuer>
        <titleOfClass>NAMEN AKT</titleOfClass>
        <cusip>D18190898</cusip>
        <value>5140389</value>
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            <sshPrnamt>298327</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>298327</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>DEVON ENERGY CORP.(NEW)</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>25179M103</cusip>
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            <sshPrnamt>146751</sshPrnamt>
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        <votingAuthority>
            <Sole>146751</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>DEXCOM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>252131107</cusip>
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            <sshPrnamt>153226</sshPrnamt>
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        <votingAuthority>
            <Sole>153226</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>DIAMONDBACK ENERGY INC SHS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>25278X109</cusip>
        <value>1353728</value>
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            <sshPrnamt>8430</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8430</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>DIGITAL RLTY TR INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>253868103</cusip>
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            <sshPrnamt>69437</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>69437</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>DISCOVER FIN SVC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>254709108</cusip>
        <value>975161</value>
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            <sshPrnamt>5669</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5669</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>DOCUSIGN INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>256163106</cusip>
        <value>14543843</value>
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            <sshPrnamt>158993</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>158993</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>DOLLAR GENERAL CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>256677105</cusip>
        <value>19576015</value>
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            <sshPrnamt>259271</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>259271</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>DOMINION ENERGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>25746U109</cusip>
        <value>896076</value>
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            <sshPrnamt>16675</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16675</Sole>
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            <None>0</None>
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        <nameOfIssuer>DOORDASH RG-A</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>25809K105</cusip>
        <value>7629155</value>
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            <sshPrnamt>45094</sshPrnamt>
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        <votingAuthority>
            <Sole>45094</Sole>
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            <None>0</None>
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    <infoTable>
        <nameOfIssuer>DOVER CORP.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>260003108</cusip>
        <value>3739735</value>
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            <sshPrnamt>20121</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>20121</Sole>
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            <None>0</None>
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        <nameOfIssuer>DR HORTON INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>23331A109</cusip>
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            <sshPrnamt>72756</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>72756</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>DRAFTKINGS RG-A</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>26142V105</cusip>
        <value>17333508</value>
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            <sshPrnamt>468361</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>468361</Sole>
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            <None>0</None>
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        <nameOfIssuer>DTE ENERGY COMPANY</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>233331107</cusip>
        <value>20834223</value>
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            <sshPrnamt>173252</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>173252</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>DUKE ENERGY</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>26441C204</cusip>
        <value>737505</value>
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            <sshPrnamt>6864</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6864</Sole>
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            <None>0</None>
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        <nameOfIssuer>DUPONT DE NEMOURS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>26614N102</cusip>
        <value>17423694</value>
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            <sshPrnamt>229975</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>229975</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EATON CORPORATION PUBLIC LTD</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G29183103</cusip>
        <value>23839747</value>
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            <sshPrnamt>71901</sshPrnamt>
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        <votingAuthority>
            <Sole>71901</Sole>
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            <None>0</None>
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        <nameOfIssuer>EBAY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>278642103</cusip>
        <value>1023270</value>
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            <sshPrnamt>16529</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16529</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ECOLAB INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>278865100</cusip>
        <value>4855739</value>
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            <sshPrnamt>20756</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>20756</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EDISON INTERNATIONAL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>281020107</cusip>
        <value>583335</value>
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            <sshPrnamt>7339</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7339</Sole>
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            <None>0</None>
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        <nameOfIssuer>EDWARDS LIFESCIENCES</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>28176E108</cusip>
        <value>4024291</value>
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            <sshPrnamt>54340</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>54340</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ELECTRONIC ARTS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>285512109</cusip>
        <value>8107875</value>
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            <sshPrnamt>55465</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>55465</Sole>
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            <None>0</None>
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        <nameOfIssuer>ELEVANCE HEALTH INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>036752103</cusip>
        <value>3166832</value>
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            <sshPrnamt>8608</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8608</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EMCOR GROUP INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29084Q100</cusip>
        <value>7370096</value>
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            <sshPrnamt>16158</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16158</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EMERSON ELECTRIC CO.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>291011104</cusip>
        <value>10087190</value>
        <shrsOrPrnAmt>
            <sshPrnamt>81378</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>81378</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>ENBRIDGE INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29250N105</cusip>
        <value>6407590</value>
        <shrsOrPrnAmt>
            <sshPrnamt>152794</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>152794</Sole>
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            <None>0</None>
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        <nameOfIssuer>ENPHASE ENERGY INC SHS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29355A107</cusip>
        <value>946568</value>
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            <sshPrnamt>13519</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13519</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EOG RESOURCES INC.</nameOfIssuer>
        <titleOfClass>CL B</titleOfClass>
        <cusip>26875P101</cusip>
        <value>12092250</value>
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            <sshPrnamt>100531</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>100531</Sole>
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        </votingAuthority>
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        <nameOfIssuer>EQT</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>26884L109</cusip>
        <value>740820</value>
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            <sshPrnamt>15940</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15940</Sole>
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            <None>0</None>
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        <nameOfIssuer>EQUINIX INC /REIT</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29444U700</cusip>
        <value>11295066</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12098</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12098</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EQUITABLE HLDG RG</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29452E101</cusip>
        <value>1245659</value>
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            <sshPrnamt>26563</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>26563</Sole>
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            <None>0</None>
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        <nameOfIssuer>EQUITY RESIDENTIAL SBI</nameOfIssuer>
        <titleOfClass>SH BEN INT</titleOfClass>
        <cusip>29476L107</cusip>
        <value>1267015</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17849</sshPrnamt>
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        <votingAuthority>
            <Sole>17849</Sole>
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        </votingAuthority>
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        <nameOfIssuer>ERIE INDEMNITY COMPANY CL.A</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>29530P102</cusip>
        <value>1403463</value>
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            <sshPrnamt>3420</sshPrnamt>
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            <Sole>3420</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ESSENTIAL UTIL RG</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29670G102</cusip>
        <value>506304</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14013</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14013</Sole>
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        <nameOfIssuer>EVEREST GROUP RG REGISTERED SHS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>G3223R108</cusip>
        <value>11516648</value>
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            <sshPrnamt>32098</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>32098</Sole>
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        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>EXPAND ENERGY CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>165167735</cusip>
        <value>397383</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3990</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3990</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>EXPEDIA GROUP INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>30212P303</cusip>
        <value>11640573</value>
        <shrsOrPrnAmt>
            <sshPrnamt>62573</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>62573</Sole>
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            <None>0</None>
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        <nameOfIssuer>EXPEDITORS INTL WASH.</nameOfIssuer>
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            <Sole>44226</Sole>
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        <nameOfIssuer>FACTSET RESEARCH SYSTEM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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            <sshPrnamt>23718</sshPrnamt>
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        <votingAuthority>
            <Sole>23718</Sole>
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            <None>0</None>
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        <nameOfIssuer>FAIR ISAAC CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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            <sshPrnamt>4538</sshPrnamt>
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            <Sole>4538</Sole>
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        <nameOfIssuer>FASTENAL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>FEDEX CORP.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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            <sshPrnamt>1319</sshPrnamt>
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        <nameOfIssuer>FERRARI N.V.</nameOfIssuer>
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            <Sole>15353</Sole>
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        <nameOfIssuer>FIRST CITIZENS BANC.NTH CAR.-A</nameOfIssuer>
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            <Sole>1260</Sole>
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            <sshPrnamt>24472</sshPrnamt>
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        <votingAuthority>
            <Sole>24472</Sole>
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        <nameOfIssuer>FISERV INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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            <Sole>221311</Sole>
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        <nameOfIssuer>FLUTTER ENTERTAINMENT PLC</nameOfIssuer>
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            <sshPrnamt>45304</sshPrnamt>
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            <Sole>45304</Sole>
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        <nameOfIssuer>FORTINET</nameOfIssuer>
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        <votingAuthority>
            <Sole>253257</Sole>
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            <None>0</None>
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        <nameOfIssuer>FOX --- REGISTERED SHS -A-</nameOfIssuer>
        <titleOfClass>CL A COM</titleOfClass>
        <cusip>35137L105</cusip>
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            <sshPrnamt>21401</sshPrnamt>
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        <votingAuthority>
            <Sole>21401</Sole>
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        <nameOfIssuer>FRANCO-NEVADA CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>351858105</cusip>
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            <sshPrnamt>20038</sshPrnamt>
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            <Sole>20038</Sole>
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            <None>0</None>
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        <nameOfIssuer>FREEPORT MCMORAN INC</nameOfIssuer>
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        <cusip>35671D857</cusip>
        <value>4623604</value>
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            <sshPrnamt>121462</sshPrnamt>
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            <Sole>121462</Sole>
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        <nameOfIssuer>GALLAGHER CO ARTHUR J.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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            <Sole>46594</Sole>
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        <nameOfIssuer>GARTNER INC.</nameOfIssuer>
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        <nameOfIssuer>GE AEROSPACE RG</nameOfIssuer>
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        <nameOfIssuer>GENERAL MOTORS CO</nameOfIssuer>
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        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>GLOBAL-E ONLINE RG</nameOfIssuer>
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            <sshPrnamt>81714</sshPrnamt>
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        <nameOfIssuer>GOLDMAN SACHS GROUP INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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            <sshPrnamt>48219</sshPrnamt>
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        <titleOfClass>COM</titleOfClass>
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        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>HESS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>HF SINCLAIR CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>403949100</cusip>
        <value>575805</value>
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        <nameOfIssuer>HILTON INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>HOLOGIC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>436440101</cusip>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>21531</Sole>
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        <nameOfIssuer>HOME DEPOT INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>437076102</cusip>
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            <Sole>147514</Sole>
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        <nameOfIssuer>HONEYWELL INTERNATIONAL INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>42754</Sole>
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        <nameOfIssuer>IDEXX LABORATORIES INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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            <Sole>39470</Sole>
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        <nameOfIssuer>ILLINOIS TOOL WORKS</nameOfIssuer>
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            <Sole>14364</Sole>
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        <nameOfIssuer>INTEL CORP.</nameOfIssuer>
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        <nameOfIssuer>INTERCONT EXCH</nameOfIssuer>
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        <nameOfIssuer>INTUIT</nameOfIssuer>
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        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>ISH MSCI CHINA --- SHS</nameOfIssuer>
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        <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
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        <nameOfIssuer>KIMBERLY CLARK CORP</nameOfIssuer>
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        <nameOfIssuer>KINROSS GOLD CORP</nameOfIssuer>
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        <nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
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        <nameOfIssuer>LAS VEGAS SANDS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>517834107</cusip>
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        <cusip>521865204</cusip>
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            <sshPrnamt>91</sshPrnamt>
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        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>LILLY (ELI) &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>532457108</cusip>
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        <cusip>G54950103</cusip>
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        <nameOfIssuer>LOEWS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <titleOfClass>COM</titleOfClass>
        <cusip>H50430232</cusip>
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        <cusip>655844108</cusip>
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        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>NXP SEMICONDUCTOR</nameOfIssuer>
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        <nameOfIssuer>OLD DOMINION FREIGHT LINES</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>PFIZER INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>717081103</cusip>
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        <nameOfIssuer>PHILIP MORRIS INT.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>PHILLIPS 66</nameOfIssuer>
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        <nameOfIssuer>PINTEREST INC -A-</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
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            <Sole>57582</Sole>
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        <nameOfIssuer>PNC FINANCIAL SERVICES GP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>693475105</cusip>
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        <nameOfIssuer>POOL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>PROCTER &amp; GAMBLE CO.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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            <sshPrnamt>16923</sshPrnamt>
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        <titleOfClass>COM</titleOfClass>
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            <sshPrnamt>259283</sshPrnamt>
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        <nameOfIssuer>REGENERON PHARMA. INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <votingAuthority>
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            <sshPrnamt>6521</sshPrnamt>
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        <nameOfIssuer>REPUBLIC SERVICES INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>ROBINHOOD MKTS RG-A</nameOfIssuer>
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        <nameOfIssuer>ROSS STORES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>778296103</cusip>
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            <sshPrnamt>17420</sshPrnamt>
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            <Sole>17420</Sole>
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        <titleOfClass>COM</titleOfClass>
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        <titleOfClass>COM</titleOfClass>
        <cusip>V7780T103</cusip>
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        <nameOfIssuer>S&amp;P GLOBAL SHS</nameOfIssuer>
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        <nameOfIssuer>SALESFORCE --- REGISTERED SHS</nameOfIssuer>
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        <nameOfIssuer>SEMPRA ENERGY RG</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>816851109</cusip>
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        <nameOfIssuer>SERVICENOW INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>81762P102</cusip>
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        <nameOfIssuer>SHERWIN-WILLIAMS CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>824348106</cusip>
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        <titleOfClass>CL A</titleOfClass>
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            <Sole>65164</Sole>
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        <nameOfIssuer>SIMON PROPERTY/PAIRED SHS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>828806109</cusip>
        <value>772310</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4531</Sole>
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        <nameOfIssuer>SKYWORKS SOLUTIONS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>83088M102</cusip>
        <value>4776887</value>
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            <sshPrnamt>54158</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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        <nameOfIssuer>SMURFIT WESTROCK LIMITED</nameOfIssuer>
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        <cusip>G8267P108</cusip>
        <value>6167436</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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        <nameOfIssuer>SPOTIFY TECHNOLOGY S.A</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>L8681T102</cusip>
        <value>20484315</value>
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            <sshPrnamt>45452</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>45452</Sole>
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            <None>0</None>
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    <infoTable>
        <nameOfIssuer>STARBUCKS CORP.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>855244109</cusip>
        <value>10874704</value>
        <shrsOrPrnAmt>
            <sshPrnamt>120352</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>120352</Sole>
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            <None>0</None>
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        <nameOfIssuer>STEEL DYNAMICS INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>858119100</cusip>
        <value>7679545</value>
        <shrsOrPrnAmt>
            <sshPrnamt>67649</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>67649</Sole>
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            <None>0</None>
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        <nameOfIssuer>STELLANTIS N.V. RG</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>N82405106</cusip>
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        <shrsOrPrnAmt>
            <sshPrnamt>961657</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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        <nameOfIssuer>STERIS PLC</nameOfIssuer>
        <titleOfClass>SHS USD</titleOfClass>
        <cusip>G8473T100</cusip>
        <value>14047840</value>
        <shrsOrPrnAmt>
            <sshPrnamt>68668</sshPrnamt>
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            <Sole>68668</Sole>
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        <nameOfIssuer>STRYKER CORP.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>863667101</cusip>
        <value>14841109</value>
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        <titleOfClass>NEW COM</titleOfClass>
        <cusip>867224107</cusip>
        <value>9741100</value>
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            <None>0</None>
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        <titleOfClass>CL A</titleOfClass>
        <cusip>87165B103</cusip>
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        <votingAuthority>
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        <nameOfIssuer>SYNOPSYS INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>871607107</cusip>
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            <sshPrnamt>21135</sshPrnamt>
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        <votingAuthority>
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        <nameOfIssuer>SYSCO CORP.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>871829107</cusip>
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            <sshPrnamt>247927</sshPrnamt>
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        <votingAuthority>
            <Sole>247927</Sole>
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        <nameOfIssuer>T ROWE PRICE GROUP INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74144T108</cusip>
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        <votingAuthority>
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        <nameOfIssuer>TAKE TWO INTERACT. SOFTWARE</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>874054109</cusip>
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            <sshPrnamt>116991</sshPrnamt>
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        <votingAuthority>
            <Sole>116991</Sole>
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        <nameOfIssuer>TARGA RESOURCES</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>87612G101</cusip>
        <value>2872283</value>
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            <sshPrnamt>16198</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16198</Sole>
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        <cusip>87612E106</cusip>
        <value>1552493</value>
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            <sshPrnamt>11524</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11524</Sole>
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            <None>0</None>
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        <titleOfClass>COM</titleOfClass>
        <cusip>87807B107</cusip>
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            <sshPrnamt>41620</sshPrnamt>
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        <votingAuthority>
            <Sole>41620</Sole>
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            <None>0</None>
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        <nameOfIssuer>TE RG</nameOfIssuer>
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        <cusip>G87052109</cusip>
        <value>40239252</value>
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            <sshPrnamt>282343</sshPrnamt>
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        <votingAuthority>
            <Sole>282343</Sole>
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            <None>0</None>
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        <nameOfIssuer>TELEDYNE TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>879360105</cusip>
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            <sshPrnamt>15520</sshPrnamt>
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        <votingAuthority>
            <Sole>15520</Sole>
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            <None>0</None>
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        <nameOfIssuer>TESLA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>88160R101</cusip>
        <value>112365554</value>
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        <votingAuthority>
            <Sole>269860</Sole>
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        <nameOfIssuer>TEXAS INSTRUMENTS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>882508104</cusip>
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        <votingAuthority>
            <Sole>47939</Sole>
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        <nameOfIssuer>TEXAS PACIFIC LAND CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>88262P102</cusip>
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        <votingAuthority>
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        <cusip>87241L109</cusip>
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        <nameOfIssuer>THE CIGNA RG SHS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>125523100</cusip>
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        <nameOfIssuer>THE HERSHEY CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>427866108</cusip>
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        <votingAuthority>
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        <nameOfIssuer>THE TRADE DESK INC</nameOfIssuer>
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        <cusip>88339J105</cusip>
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        <votingAuthority>
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        <nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>883556102</cusip>
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        <nameOfIssuer>TJX COMPANIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <titleOfClass>COM</titleOfClass>
        <cusip>872590104</cusip>
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        <cusip>888787108</cusip>
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        <nameOfIssuer>TORONTO DOMINION BK</nameOfIssuer>
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        <cusip>G8994E103</cusip>
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        <titleOfClass>COM</titleOfClass>
        <cusip>893641100</cusip>
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        <cusip>90138F102</cusip>
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        <nameOfIssuer>UBER TECH --- REGISTERED SHS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>90353T100</cusip>
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        <cusip>H42097107</cusip>
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        <nameOfIssuer>UNION PACIFIC CORP.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>907818108</cusip>
        <value>6486065</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>28544</Sole>
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        <nameOfIssuer>UNITEDHEALTH GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>91324P102</cusip>
        <value>89467316</value>
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        <nameOfIssuer>UNIV.HEALTH SERV.INC-B-</nameOfIssuer>
        <titleOfClass>CL B</titleOfClass>
        <cusip>913903100</cusip>
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        <nameOfIssuer>US BANCORP</nameOfIssuer>
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        <cusip>902973304</cusip>
        <value>1567305</value>
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        <nameOfIssuer>UTD PARCEL SERVICE INC -B-</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>911312106</cusip>
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        <nameOfIssuer>UTD THERAPEUTICS CORP (DE)</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>91307C102</cusip>
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            <Sole>5221</Sole>
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        <nameOfIssuer>VALERO ENER. CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>91913Y100</cusip>
        <value>13115546</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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        <nameOfIssuer>VANGUARD INDEX FDS /VALUE ETF</nameOfIssuer>
        <titleOfClass>VALUE ETF</titleOfClass>
        <cusip>922908744</cusip>
        <value>615781</value>
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            <Sole>3652</Sole>
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