<?xml version="1.0" encoding="us-ascii"?>
<informationTable xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable">
    <infoTable>
        <nameOfIssuer>3M CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>88579Y101</cusip>
        <value>6155991</value>
        <shrsOrPrnAmt>
            <sshPrnamt>39670</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>117</Sole>
            <Shared>0</Shared>
            <None>39553</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ABBOTT LABS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>002824100</cusip>
        <value>10924682</value>
        <shrsOrPrnAmt>
            <sshPrnamt>81564</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25581</Sole>
            <Shared>1764</Shared>
            <None>54219</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ABBVIE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00287Y109</cusip>
        <value>18088368</value>
        <shrsOrPrnAmt>
            <sshPrnamt>78122</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>24700</Sole>
            <Shared>476</Shared>
            <None>52946</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ACCENTURE PLC IRELAND</nameOfIssuer>
        <titleOfClass>SHS CLASS A</titleOfClass>
        <cusip>G1151C101</cusip>
        <value>16175727</value>
        <shrsOrPrnAmt>
            <sshPrnamt>65595</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17014</Sole>
            <Shared>650</Shared>
            <None>47931</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ADOBE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00724F101</cusip>
        <value>15788032</value>
        <shrsOrPrnAmt>
            <sshPrnamt>44757</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12242</Sole>
            <Shared>364</Shared>
            <None>32151</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ADVANCED MICRO DEVICES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>007903107</cusip>
        <value>19449099</value>
        <shrsOrPrnAmt>
            <sshPrnamt>120212</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>18304</Sole>
            <Shared>8791</Shared>
            <None>93117</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AECOM</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00766T100</cusip>
        <value>1092425</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8373</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5550</Sole>
            <Shared>0</Shared>
            <None>2823</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AFLAC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>001055102</cusip>
        <value>3849517</value>
        <shrsOrPrnAmt>
            <sshPrnamt>34463</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>34463</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00846U101</cusip>
        <value>5433184</value>
        <shrsOrPrnAmt>
            <sshPrnamt>42331</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>814</Sole>
            <Shared>211</Shared>
            <None>41306</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AGNICO EAGLE MINES LTD</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>008474108</cusip>
        <value>67489175</value>
        <shrsOrPrnAmt>
            <sshPrnamt>349679</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>36581</Sole>
            <Shared>0</Shared>
            <None>313098</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AIR PRODS &amp; CHEMS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>009158106</cusip>
        <value>3974621</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14574</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>406</Sole>
            <Shared>266</Shared>
            <None>13902</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AIRBNB INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>009066101</cusip>
        <value>6086056</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50124</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>22828</Sole>
            <Shared>84</Shared>
            <None>27212</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALCON AG</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>H01301128</cusip>
        <value>2283703</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38537</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>26431</Sole>
            <Shared>948</Shared>
            <None>11158</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALEXANDRIA REAL ESTATE EQ IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>015271109</cusip>
        <value>1195846</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14349</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7894</Sole>
            <Shared>0</Shared>
            <None>6455</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALIGN TECHNOLOGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>016255101</cusip>
        <value>970455</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7750</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5279</Sole>
            <Shared>0</Shared>
            <None>2471</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALLEGION PLC</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>G0176J109</cusip>
        <value>1269649</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7159</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4766</Sole>
            <Shared>0</Shared>
            <None>2393</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALLSTATE CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>020002101</cusip>
        <value>4236547</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19737</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5929</Sole>
            <Shared>0</Shared>
            <None>13808</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALNYLAM PHARMACEUTICALS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>02043Q107</cusip>
        <value>1474704</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3234</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2108</Sole>
            <Shared>0</Shared>
            <None>1126</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALPHABET INC</nameOfIssuer>
        <titleOfClass>CAP STK CL A</titleOfClass>
        <cusip>02079K305</cusip>
        <value>121012263</value>
        <shrsOrPrnAmt>
            <sshPrnamt>497788</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>100623</Sole>
            <Shared>2885</Shared>
            <None>394280</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALPHABET INC</nameOfIssuer>
        <titleOfClass>CAP STK CL C</titleOfClass>
        <cusip>02079K107</cusip>
        <value>100321655</value>
        <shrsOrPrnAmt>
            <sshPrnamt>411914</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3374</Sole>
            <Shared>73027</Shared>
            <None>335513</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ALTRIA GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>02209S103</cusip>
        <value>3356178</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50805</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>430</Sole>
            <Shared>0</Shared>
            <None>50375</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>023135106</cusip>
        <value>80743354</value>
        <shrsOrPrnAmt>
            <sshPrnamt>367734</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>133597</Sole>
            <Shared>0</Shared>
            <None>234137</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERICAN EXPRESS CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>025816109</cusip>
        <value>19037750</value>
        <shrsOrPrnAmt>
            <sshPrnamt>57315</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8516</Sole>
            <Shared>0</Shared>
            <None>48799</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERICAN FINL GROUP INC OHIO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>025932104</cusip>
        <value>954029</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6547</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4402</Sole>
            <Shared>0</Shared>
            <None>2145</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERICAN HOMES 4 RENT</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>02665T306</cusip>
        <value>922156</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27734</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>18667</Sole>
            <Shared>0</Shared>
            <None>9067</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>026874784</cusip>
        <value>543418</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6919</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>370</Sole>
            <Shared>0</Shared>
            <None>6549</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERICAN TOWER CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>03027X100</cusip>
        <value>6966984</value>
        <shrsOrPrnAmt>
            <sshPrnamt>36226</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>36226</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERICAN WTR WKS CO INC NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>030420103</cusip>
        <value>2029112</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14578</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>14578</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMERIPRISE FINL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>03076C106</cusip>
        <value>1549403</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3154</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>3154</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMETEK INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>031100100</cusip>
        <value>3689876</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19627</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5796</Sole>
            <Shared>163</Shared>
            <None>13668</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMGEN INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>031162100</cusip>
        <value>10918318</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38690</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>851</Sole>
            <Shared>1003</Shared>
            <None>36836</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMPHENOL CORP NEW</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>032095101</cusip>
        <value>8966925</value>
        <shrsOrPrnAmt>
            <sshPrnamt>72460</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17534</Sole>
            <Shared>44</Shared>
            <None>54882</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AMRIZE LTD</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>H2927K103</cusip>
        <value>2985667</value>
        <shrsOrPrnAmt>
            <sshPrnamt>77772</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5247</Sole>
            <Shared>0</Shared>
            <None>72525</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ANALOG DEVICES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>032654105</cusip>
        <value>4867563</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19811</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5273</Sole>
            <Shared>492</Shared>
            <None>14046</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AON PLC</nameOfIssuer>
        <titleOfClass>SHS CL A</titleOfClass>
        <cusip>G0403H108</cusip>
        <value>801948</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2249</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>2249</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APOLLO GLOBAL MGMT INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>03769M106</cusip>
        <value>1536203</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11527</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7612</Sole>
            <Shared>0</Shared>
            <None>3915</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APPLE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>037833100</cusip>
        <value>156739534</value>
        <shrsOrPrnAmt>
            <sshPrnamt>615558</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>224807</Sole>
            <Shared>0</Shared>
            <None>390751</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APPLIED MATLS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>038222105</cusip>
        <value>10267916</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50151</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1298</Sole>
            <Shared>0</Shared>
            <None>48853</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APPLOVIN CORP</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>03831W108</cusip>
        <value>16744138</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23303</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5544</Sole>
            <Shared>0</Shared>
            <None>17759</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>APTIV PLC</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>G3265R107</cusip>
        <value>2290779</value>
        <shrsOrPrnAmt>
            <sshPrnamt>26569</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17825</Sole>
            <Shared>770</Shared>
            <None>7974</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ARCH CAP GROUP LTD</nameOfIssuer>
        <titleOfClass>ORD</titleOfClass>
        <cusip>G0450A105</cusip>
        <value>1490966</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16433</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>16433</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ARCHER DANIELS MIDLAND CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>039483102</cusip>
        <value>2508423</value>
        <shrsOrPrnAmt>
            <sshPrnamt>41989</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16441</Sole>
            <Shared>0</Shared>
            <None>25548</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ARES CAPITAL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>04010L103</cusip>
        <value>103113749</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5052119</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>554124</Shared>
            <None>4497995</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ARES MANAGEMENT CORPORATION</nameOfIssuer>
        <titleOfClass>CL A COM STK</titleOfClass>
        <cusip>03990B101</cusip>
        <value>2254289</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14099</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9466</Sole>
            <Shared>0</Shared>
            <None>4633</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ARISTA NETWORKS INC</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>040413205</cusip>
        <value>10548384</value>
        <shrsOrPrnAmt>
            <sshPrnamt>72393</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>27806</Sole>
            <Shared>1112</Shared>
            <None>43475</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ARM HOLDINGS PLC</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
        <cusip>042068205</cusip>
        <value>9197</value>
        <shrsOrPrnAmt>
            <sshPrnamt>65</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>65</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AT&amp;T INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00206R102</cusip>
        <value>10715640</value>
        <shrsOrPrnAmt>
            <sshPrnamt>379449</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>105752</Sole>
            <Shared>3865</Shared>
            <None>269832</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ATLASSIAN CORPORATION</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>049468101</cusip>
        <value>1688508</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10573</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3625</Sole>
            <Shared>0</Shared>
            <None>6948</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ATMOS ENERGY CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>049560105</cusip>
        <value>3919054</value>
        <shrsOrPrnAmt>
            <sshPrnamt>22952</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6330</Sole>
            <Shared>285</Shared>
            <None>16337</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AUTODESK INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>052769106</cusip>
        <value>9084727</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28598</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8175</Sole>
            <Shared>0</Shared>
            <None>20423</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AUTOMATIC DATA PROCESSING IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>053015103</cusip>
        <value>12135638</value>
        <shrsOrPrnAmt>
            <sshPrnamt>41348</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5311</Sole>
            <Shared>0</Shared>
            <None>36037</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AUTOZONE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>053332102</cusip>
        <value>5869048</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1368</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>1368</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AVALONBAY CMNTYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>053484101</cusip>
        <value>57565</value>
        <shrsOrPrnAmt>
            <sshPrnamt>298</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>298</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AVERY DENNISON CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>053611109</cusip>
        <value>3400867</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20971</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4769</Sole>
            <Shared>0</Shared>
            <None>16202</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>AXON ENTERPRISE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>05464C101</cusip>
        <value>3237992</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4512</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1418</Sole>
            <Shared>676</Shared>
            <None>2418</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BAKER HUGHES COMPANY</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>05722G100</cusip>
        <value>4250771</value>
        <shrsOrPrnAmt>
            <sshPrnamt>87249</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>2562</Shared>
            <None>84687</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BALL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>058498106</cusip>
        <value>1278903</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25365</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16872</Sole>
            <Shared>0</Shared>
            <None>8493</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BANK AMERICA CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>060505104</cusip>
        <value>24168264</value>
        <shrsOrPrnAmt>
            <sshPrnamt>468468</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>192575</Sole>
            <Shared>0</Shared>
            <None>275893</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BANK MONTREAL QUE</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>063671101</cusip>
        <value>13665085</value>
        <shrsOrPrnAmt>
            <sshPrnamt>75352</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>822</Sole>
            <Shared>1026</Shared>
            <None>73504</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BANK NEW YORK MELLON CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>064058100</cusip>
        <value>4181558</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38377</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8085</Sole>
            <Shared>0</Shared>
            <None>30292</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BANK NOVA SCOTIA HALIFAX</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>064149107</cusip>
        <value>11048432</value>
        <shrsOrPrnAmt>
            <sshPrnamt>122774</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1347</Sole>
            <Shared>788</Shared>
            <None>120639</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BAXTER INTL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>071813109</cusip>
        <value>6694</value>
        <shrsOrPrnAmt>
            <sshPrnamt>294</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>294</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BECTON DICKINSON &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>075887109</cusip>
        <value>2125315</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11355</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>406</Sole>
            <Shared>0</Shared>
            <None>10949</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
        <titleOfClass>CL B NEW</titleOfClass>
        <cusip>084670702</cusip>
        <value>27462675</value>
        <shrsOrPrnAmt>
            <sshPrnamt>54626</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17269</Sole>
            <Shared>0</Shared>
            <None>37357</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BEST BUY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>086516101</cusip>
        <value>2193434</value>
        <shrsOrPrnAmt>
            <sshPrnamt>29006</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2607</Sole>
            <Shared>17207</Shared>
            <None>9192</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BIOGEN INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>09062X103</cusip>
        <value>5732774</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40925</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10109</Sole>
            <Shared>0</Shared>
            <None>30816</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BIONTECH SE</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
        <cusip>09075V102</cusip>
        <value>690</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>7</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BLACKROCK INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>09290D101</cusip>
        <value>15607502</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13387</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1234</Sole>
            <Shared>3649</Shared>
            <None>8504</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BLACKSTONE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>09260D107</cusip>
        <value>3094435</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18112</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>18112</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BLACKSTONE SECD LENDING FD</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>09261X102</cusip>
        <value>53299594</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2044480</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>865338</Shared>
            <None>1179142</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BLOCK INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>852234103</cusip>
        <value>1005565</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13914</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9311</Sole>
            <Shared>468</Shared>
            <None>4135</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BLUE OWL CAPITAL CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>69121K104</cusip>
        <value>55904595</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4377807</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>4377807</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BOOKING HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>09857L108</cusip>
        <value>17121085</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3171</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>510</Sole>
            <Shared>4</Shared>
            <None>2657</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BOOZ ALLEN HAMILTON HLDG COR</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>099502106</cusip>
        <value>1697551</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16984</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11419</Sole>
            <Shared>0</Shared>
            <None>5565</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BORGWARNER INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>099724106</cusip>
        <value>92800</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2111</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2111</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BOSTON SCIENTIFIC CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>101137107</cusip>
        <value>8761121</value>
        <shrsOrPrnAmt>
            <sshPrnamt>89738</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>26048</Sole>
            <Shared>0</Shared>
            <None>63690</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BRISTOL-MYERS SQUIBB CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>110122108</cusip>
        <value>10927144</value>
        <shrsOrPrnAmt>
            <sshPrnamt>242287</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>44735</Sole>
            <Shared>0</Shared>
            <None>197552</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BROADCOM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>11135F101</cusip>
        <value>88312948</value>
        <shrsOrPrnAmt>
            <sshPrnamt>267688</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>86991</Sole>
            <Shared>3990</Shared>
            <None>176707</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BROADRIDGE FINL SOLUTIONS IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>11133T103</cusip>
        <value>3183857</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13368</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3796</Sole>
            <Shared>0</Shared>
            <None>9572</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BROOKFIELD CORP</nameOfIssuer>
        <titleOfClass>CL A LTD VT SH</titleOfClass>
        <cusip>11271J107</cusip>
        <value>8870639</value>
        <shrsOrPrnAmt>
            <sshPrnamt>92896</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17842</Sole>
            <Shared>0</Shared>
            <None>75054</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BROWN FORMAN CORP</nameOfIssuer>
        <titleOfClass>CL B</titleOfClass>
        <cusip>115637209</cusip>
        <value>10236</value>
        <shrsOrPrnAmt>
            <sshPrnamt>378</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>378</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BUILDERS FIRSTSOURCE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>12008R107</cusip>
        <value>1054754</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8699</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5786</Sole>
            <Shared>0</Shared>
            <None>2913</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BUNGE GLOBAL SA</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>H11356104</cusip>
        <value>1111094</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13675</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9161</Sole>
            <Shared>0</Shared>
            <None>4514</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>BXP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>101121101</cusip>
        <value>356089</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4790</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>4790</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>C H ROBINSON WORLDWIDE INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>12541W209</cusip>
        <value>2320707</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17528</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10845</Sole>
            <Shared>0</Shared>
            <None>6683</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CADENCE DESIGN SYSTEM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>127387108</cusip>
        <value>10168626</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28949</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6661</Sole>
            <Shared>3473</Shared>
            <None>18815</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CAE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>124765108</cusip>
        <value>1388365</value>
        <shrsOrPrnAmt>
            <sshPrnamt>33690</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>22028</Sole>
            <Shared>0</Shared>
            <None>11662</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CAMDEN PPTY TR</nameOfIssuer>
        <titleOfClass>SH BEN INT</titleOfClass>
        <cusip>133131102</cusip>
        <value>1894918</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17746</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>17746</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CAMECO CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>13321L108</cusip>
        <value>452834</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3877</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>3877</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CANADIAN IMPERIAL BANK OF CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>136069101</cusip>
        <value>294818</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2651</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1532</Sole>
            <Shared>0</Shared>
            <None>1119</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CANADIAN NATL RY CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>136375102</cusip>
        <value>6997586</value>
        <shrsOrPrnAmt>
            <sshPrnamt>53319</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6533</Sole>
            <Shared>641</Shared>
            <None>46145</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CANADIAN PACIFIC KANSAS CITY</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>13646K108</cusip>
        <value>2853037</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27661</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1395</Sole>
            <Shared>3243</Shared>
            <None>23023</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>14040H105</cusip>
        <value>9444079</value>
        <shrsOrPrnAmt>
            <sshPrnamt>44426</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10982</Sole>
            <Shared>387</Shared>
            <None>33057</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CARDINAL HEALTH INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>14149Y108</cusip>
        <value>72516</value>
        <shrsOrPrnAmt>
            <sshPrnamt>462</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>462</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CARLISLE COS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>142339100</cusip>
        <value>2042842</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6210</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4266</Sole>
            <Shared>0</Shared>
            <None>1944</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CARLYLE GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>14316J108</cusip>
        <value>1913479</value>
        <shrsOrPrnAmt>
            <sshPrnamt>30518</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>20926</Sole>
            <Shared>0</Shared>
            <None>9592</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
        <titleOfClass>UNIT 99/99/9999</titleOfClass>
        <cusip>143658300</cusip>
        <value>1421505</value>
        <shrsOrPrnAmt>
            <sshPrnamt>49170</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>32592</Sole>
            <Shared>0</Shared>
            <None>16578</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CARRIER GLOBAL CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>14448C104</cusip>
        <value>2330927</value>
        <shrsOrPrnAmt>
            <sshPrnamt>39044</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>39044</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CARVANA CO</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>146869102</cusip>
        <value>1046464</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2774</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1826</Sole>
            <Shared>0</Shared>
            <None>948</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CATERPILLAR INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>149123101</cusip>
        <value>20464486</value>
        <shrsOrPrnAmt>
            <sshPrnamt>42889</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6711</Sole>
            <Shared>16</Shared>
            <None>36162</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CBOE GLOBAL MKTS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>12503M108</cusip>
        <value>1170088</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4771</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>188</Sole>
            <Shared>0</Shared>
            <None>4583</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CBRE GROUP INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>12504L109</cusip>
        <value>4405062</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27958</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1689</Sole>
            <Shared>9768</Shared>
            <None>16501</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CENCORA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>03073E105</cusip>
        <value>3993821</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12779</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>109</Shared>
            <None>12670</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CENTENE CORP DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>15135B101</cusip>
        <value>271596</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7612</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>714</Shared>
            <None>6898</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CF INDS HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>125269100</cusip>
        <value>1865132</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20793</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13159</Sole>
            <Shared>0</Shared>
            <None>7634</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CGI INC</nameOfIssuer>
        <titleOfClass>CL A SUB VTG</titleOfClass>
        <cusip>12532H104</cusip>
        <value>1862995</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15029</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>15029</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CHARTER COMMUNICATIONS INC N</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>16119P108</cusip>
        <value>1158192</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4210</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>4210</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CHENIERE ENERGY INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>16411R208</cusip>
        <value>6746511</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28711</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>290</Sole>
            <Shared>5755</Shared>
            <None>22666</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CHEVRON CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>166764100</cusip>
        <value>10527109</value>
        <shrsOrPrnAmt>
            <sshPrnamt>67790</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>29702</Sole>
            <Shared>1686</Shared>
            <None>36402</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CHIPOTLE MEXICAN GRILL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>169656105</cusip>
        <value>3848654</value>
        <shrsOrPrnAmt>
            <sshPrnamt>98205</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>35909</Sole>
            <Shared>3440</Shared>
            <None>58856</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CHUBB LIMITED</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>H1467J104</cusip>
        <value>7274147</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25772</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6243</Sole>
            <Shared>109</Shared>
            <None>19420</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CHURCH &amp; DWIGHT CO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>171340102</cusip>
        <value>3050488</value>
        <shrsOrPrnAmt>
            <sshPrnamt>34811</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11186</Sole>
            <Shared>0</Shared>
            <None>23625</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CINTAS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>172908105</cusip>
        <value>5016349</value>
        <shrsOrPrnAmt>
            <sshPrnamt>24439</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>24439</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CISCO SYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>17275R102</cusip>
        <value>12888891</value>
        <shrsOrPrnAmt>
            <sshPrnamt>188379</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>70431</Sole>
            <Shared>3317</Shared>
            <None>114631</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CITIGROUP INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>172967424</cusip>
        <value>23441628</value>
        <shrsOrPrnAmt>
            <sshPrnamt>230952</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>137959</Sole>
            <Shared>22232</Shared>
            <None>70761</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CLOROX CO DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>189054109</cusip>
        <value>1251618</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10151</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6517</Sole>
            <Shared>0</Shared>
            <None>3634</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CLOUDFLARE INC</nameOfIssuer>
        <titleOfClass>CL A COM</titleOfClass>
        <cusip>18915M107</cusip>
        <value>2471862</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11519</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>280</Sole>
            <Shared>0</Shared>
            <None>11239</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CME GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>12572Q105</cusip>
        <value>1926995</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7132</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2219</Sole>
            <Shared>0</Shared>
            <None>4913</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COCA COLA CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>191216100</cusip>
        <value>17827811</value>
        <shrsOrPrnAmt>
            <sshPrnamt>268815</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>18409</Sole>
            <Shared>0</Shared>
            <None>250406</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COCA-COLA EUROPACIFIC PARTNE</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G25839104</cusip>
        <value>340665</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3768</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3768</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COGNIZANT TECHNOLOGY SOLUTIO</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>192446102</cusip>
        <value>3451154</value>
        <shrsOrPrnAmt>
            <sshPrnamt>51456</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21527</Sole>
            <Shared>936</Shared>
            <None>28993</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COINBASE GLOBAL INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>19260Q107</cusip>
        <value>19928785</value>
        <shrsOrPrnAmt>
            <sshPrnamt>59050</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3301</Sole>
            <Shared>0</Shared>
            <None>55749</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COLGATE PALMOLIVE CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>194162103</cusip>
        <value>6062250</value>
        <shrsOrPrnAmt>
            <sshPrnamt>75835</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>966</Sole>
            <Shared>16842</Shared>
            <None>58027</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COMCAST CORP NEW</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>20030N101</cusip>
        <value>14598675</value>
        <shrsOrPrnAmt>
            <sshPrnamt>464630</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>119797</Sole>
            <Shared>0</Shared>
            <None>344833</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CONSOLIDATED EDISON INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>209115104</cusip>
        <value>4055479</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40345</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2033</Sole>
            <Shared>0</Shared>
            <None>38312</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CONSTELLATION BRANDS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>21036P108</cusip>
        <value>627428</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4659</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>104</Sole>
            <Shared>0</Shared>
            <None>4555</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CONSTELLATION ENERGY CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>21037T109</cusip>
        <value>6122018</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18604</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5949</Sole>
            <Shared>94</Shared>
            <None>12561</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COOPER COS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>216648501</cusip>
        <value>1020653</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14887</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>14887</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COPART INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>217204106</cusip>
        <value>3594587</value>
        <shrsOrPrnAmt>
            <sshPrnamt>79933</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>23408</Sole>
            <Shared>0</Shared>
            <None>56525</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CORNING INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>219350105</cusip>
        <value>1425845</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17382</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11836</Sole>
            <Shared>0</Shared>
            <None>5546</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CORTEVA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>22052L104</cusip>
        <value>3497350</value>
        <shrsOrPrnAmt>
            <sshPrnamt>51713</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17753</Sole>
            <Shared>0</Shared>
            <None>33960</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COSTAR GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>22160N109</cusip>
        <value>2014756</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23880</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13637</Sole>
            <Shared>0</Shared>
            <None>10243</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>COSTCO WHSL CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>22160K105</cusip>
        <value>23300884</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25173</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9803</Sole>
            <Shared>0</Shared>
            <None>15370</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CRH PLC</nameOfIssuer>
        <titleOfClass>ORD</titleOfClass>
        <cusip>G25508105</cusip>
        <value>6768676</value>
        <shrsOrPrnAmt>
            <sshPrnamt>64592</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>64592</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CROWDSTRIKE HLDGS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>22788C105</cusip>
        <value>4500217</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9177</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1539</Sole>
            <Shared>2</Shared>
            <None>7636</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CROWN CASTLE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>22822V101</cusip>
        <value>2491565</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25822</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>25822</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CROWN HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>228368106</cusip>
        <value>1925232</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19932</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7492</Sole>
            <Shared>0</Shared>
            <None>12440</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CSX CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>126408103</cusip>
        <value>5579544</value>
        <shrsOrPrnAmt>
            <sshPrnamt>157126</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3094</Sole>
            <Shared>14092</Shared>
            <None>139940</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CUMMINS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>231021106</cusip>
        <value>2483958</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5881</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>5881</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CVS HEALTH CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>126650100</cusip>
        <value>4291877</value>
        <shrsOrPrnAmt>
            <sshPrnamt>56929</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>19521</Sole>
            <Shared>0</Shared>
            <None>37408</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>D R HORTON INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>23331A109</cusip>
        <value>9105454</value>
        <shrsOrPrnAmt>
            <sshPrnamt>53729</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15203</Sole>
            <Shared>9498</Shared>
            <None>29028</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DANAHER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>235851102</cusip>
        <value>11860111</value>
        <shrsOrPrnAmt>
            <sshPrnamt>59821</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5426</Sole>
            <Shared>0</Shared>
            <None>54395</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DARDEN RESTAURANTS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>237194105</cusip>
        <value>3273240</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17195</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4728</Sole>
            <Shared>0</Shared>
            <None>12467</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DATADOG INC</nameOfIssuer>
        <titleOfClass>CL A COM</titleOfClass>
        <cusip>23804L103</cusip>
        <value>1554581</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10917</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>10917</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DECKERS OUTDOOR CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>243537107</cusip>
        <value>2129277</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21005</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13376</Sole>
            <Shared>645</Shared>
            <None>6984</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DEERE &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>244199105</cusip>
        <value>8050977</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17607</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>406</Sole>
            <Shared>0</Shared>
            <None>17201</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DELTA AIR LINES INC DEL</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>247361702</cusip>
        <value>2011447</value>
        <shrsOrPrnAmt>
            <sshPrnamt>35444</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>23812</Sole>
            <Shared>0</Shared>
            <None>11632</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DEUTSCHE BANK A G</nameOfIssuer>
        <titleOfClass>NAMEN AKT</titleOfClass>
        <cusip>D18190898</cusip>
        <value>12240295</value>
        <shrsOrPrnAmt>
            <sshPrnamt>408691</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>383011</Sole>
            <Shared>0</Shared>
            <None>25680</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DEXCOM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>252131107</cusip>
        <value>1283220</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19070</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>19070</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DIGITAL RLTY TR INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>253868103</cusip>
        <value>3048220</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17632</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>17632</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>254687106</cusip>
        <value>19566218</value>
        <shrsOrPrnAmt>
            <sshPrnamt>170884</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>27970</Sole>
            <Shared>0</Shared>
            <None>142914</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DOCUSIGN INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>256163106</cusip>
        <value>1768728</value>
        <shrsOrPrnAmt>
            <sshPrnamt>24535</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16355</Sole>
            <Shared>0</Shared>
            <None>8180</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DOLLAR GEN CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>256677105</cusip>
        <value>2714798</value>
        <shrsOrPrnAmt>
            <sshPrnamt>26268</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14808</Sole>
            <Shared>58</Shared>
            <None>11402</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DOLLAR TREE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>256746108</cusip>
        <value>1391486</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14745</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9722</Sole>
            <Shared>0</Shared>
            <None>5023</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DOMINION ENERGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>25746U109</cusip>
        <value>2111283</value>
        <shrsOrPrnAmt>
            <sshPrnamt>34515</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>23439</Sole>
            <Shared>0</Shared>
            <None>11076</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DOORDASH INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>25809K105</cusip>
        <value>2492788</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9165</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5678</Sole>
            <Shared>0</Shared>
            <None>3487</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DOVER CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>260003108</cusip>
        <value>2672617</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16020</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5064</Sole>
            <Shared>5400</Shared>
            <None>5556</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>DOW INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>260557103</cusip>
        <value>53221</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2321</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1624</Sole>
            <Shared>0</Shared>
            <None>697</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EASTMAN CHEM CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>277432100</cusip>
        <value>97791</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1551</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>1551</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EATON CORP PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G29183103</cusip>
        <value>10398162</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27784</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>27784</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EBAY INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>278642103</cusip>
        <value>5596244</value>
        <shrsOrPrnAmt>
            <sshPrnamt>61531</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2111</Sole>
            <Shared>5062</Shared>
            <None>54358</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ECOLAB INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>278865100</cusip>
        <value>5314527</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19406</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>486</Sole>
            <Shared>0</Shared>
            <None>18920</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EDISON INTL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>281020107</cusip>
        <value>1743476</value>
        <shrsOrPrnAmt>
            <sshPrnamt>31539</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>4846</Shared>
            <None>26693</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EDWARDS LIFESCIENCES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>28176E108</cusip>
        <value>3139186</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40365</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1470</Sole>
            <Shared>2325</Shared>
            <None>36570</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ELECTRONIC ARTS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>285512109</cusip>
        <value>3379080</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16753</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1062</Sole>
            <Shared>0</Shared>
            <None>15691</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ELEVANCE HEALTH INC FORMERLY</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>036752103</cusip>
        <value>5802912</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17959</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>329</Sole>
            <Shared>247</Shared>
            <None>17383</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ELI LILLY &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>532457108</cusip>
        <value>46765796</value>
        <shrsOrPrnAmt>
            <sshPrnamt>61292</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11285</Sole>
            <Shared>0</Shared>
            <None>50007</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EMCOR GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29084Q100</cusip>
        <value>2419537</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3725</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2441</Sole>
            <Shared>0</Shared>
            <None>1284</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EMERA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>290876101</cusip>
        <value>1237382</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18532</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12136</Sole>
            <Shared>0</Shared>
            <None>6396</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EMERSON ELEC CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>291011104</cusip>
        <value>6016177</value>
        <shrsOrPrnAmt>
            <sshPrnamt>45862</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12164</Sole>
            <Shared>0</Shared>
            <None>33698</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ENTERGY CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29364G103</cusip>
        <value>1369986</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14701</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>14701</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EQUIFAX INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>294429105</cusip>
        <value>33092</value>
        <shrsOrPrnAmt>
            <sshPrnamt>129</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>129</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EQUINIX INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29444U700</cusip>
        <value>6496193</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8294</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>8294</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ERIE INDTY CO</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>29530P102</cusip>
        <value>972615</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3057</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2056</Sole>
            <Shared>0</Shared>
            <None>1001</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ESSENTIAL UTILS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29670G102</cusip>
        <value>1548838</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38818</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>5076</Shared>
            <None>33742</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EVERSOURCE ENERGY</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>30040W108</cusip>
        <value>5387361</value>
        <shrsOrPrnAmt>
            <sshPrnamt>75729</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14103</Sole>
            <Shared>8859</Shared>
            <None>52767</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EXELON CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>30161N101</cusip>
        <value>6097235</value>
        <shrsOrPrnAmt>
            <sshPrnamt>135464</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>27739</Sole>
            <Shared>0</Shared>
            <None>107725</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EXPEDITORS INTL WASH INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>302130109</cusip>
        <value>3048200</value>
        <shrsOrPrnAmt>
            <sshPrnamt>24865</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8040</Sole>
            <Shared>324</Shared>
            <None>16501</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EXTRA SPACE STORAGE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>30225T102</cusip>
        <value>79067</value>
        <shrsOrPrnAmt>
            <sshPrnamt>561</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>561</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>30231G102</cusip>
        <value>19974339</value>
        <shrsOrPrnAmt>
            <sshPrnamt>177156</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>64350</Sole>
            <Shared>3232</Shared>
            <None>109574</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>F5 INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>315616102</cusip>
        <value>2549969</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7890</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5148</Sole>
            <Shared>0</Shared>
            <None>2742</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FACTSET RESH SYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>303075105</cusip>
        <value>1196096</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4175</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>157</Sole>
            <Shared>2663</Shared>
            <None>1355</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FAIR ISAAC CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>303250104</cusip>
        <value>1207700</value>
        <shrsOrPrnAmt>
            <sshPrnamt>807</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>807</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FASTENAL CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>311900104</cusip>
        <value>4493878</value>
        <shrsOrPrnAmt>
            <sshPrnamt>91637</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>60302</Sole>
            <Shared>0</Shared>
            <None>31335</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FEDEX CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>31428X106</cusip>
        <value>1521210</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6451</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>78</Shared>
            <None>6373</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FERGUSON ENTERPRISES INC</nameOfIssuer>
        <titleOfClass>COMMON STOCK NEW</titleOfClass>
        <cusip>31488V107</cusip>
        <value>6338975</value>
        <shrsOrPrnAmt>
            <sshPrnamt>32038</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5993</Sole>
            <Shared>0</Shared>
            <None>26045</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FERRARI N V</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>N3167Y103</cusip>
        <value>22922004</value>
        <shrsOrPrnAmt>
            <sshPrnamt>55690</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>20450</Sole>
            <Shared>185</Shared>
            <None>35055</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FERROVIAL SE</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>N3168P101</cusip>
        <value>2273977</value>
        <shrsOrPrnAmt>
            <sshPrnamt>46617</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>39076</Sole>
            <Shared>1907</Shared>
            <None>5634</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>31620M106</cusip>
        <value>1449757</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21986</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>891</Sole>
            <Shared>0</Shared>
            <None>21095</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FIFTH THIRD BANCORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>316773100</cusip>
        <value>1314180</value>
        <shrsOrPrnAmt>
            <sshPrnamt>29499</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>19641</Sole>
            <Shared>0</Shared>
            <None>9858</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FISERV INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>337738108</cusip>
        <value>8001525</value>
        <shrsOrPrnAmt>
            <sshPrnamt>62061</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10265</Sole>
            <Shared>462</Shared>
            <None>51334</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FORD MTR CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>345370860</cusip>
        <value>673025</value>
        <shrsOrPrnAmt>
            <sshPrnamt>56273</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>56273</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FORTINET INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>34959E109</cusip>
        <value>2063491</value>
        <shrsOrPrnAmt>
            <sshPrnamt>24542</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7912</Sole>
            <Shared>1031</Shared>
            <None>15599</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FORTIVE CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>34959J108</cusip>
        <value>1227787</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25062</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2224</Sole>
            <Shared>0</Shared>
            <None>22838</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FOX CORP</nameOfIssuer>
        <titleOfClass>CL A COM</titleOfClass>
        <cusip>35137L105</cusip>
        <value>2617747</value>
        <shrsOrPrnAmt>
            <sshPrnamt>41512</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>20528</Sole>
            <Shared>0</Shared>
            <None>20984</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FOX CORP</nameOfIssuer>
        <titleOfClass>CL B COM</titleOfClass>
        <cusip>35137L204</cusip>
        <value>2532333</value>
        <shrsOrPrnAmt>
            <sshPrnamt>44202</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>44202</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FRANKLIN RESOURCES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>354613101</cusip>
        <value>14248</value>
        <shrsOrPrnAmt>
            <sshPrnamt>616</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>616</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FS KKR CAP CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>302635206</cusip>
        <value>38017319</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2546371</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>2546371</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GALLAGHER ARTHUR J &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>363576109</cusip>
        <value>794483</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2565</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>1214</Shared>
            <None>1351</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GAMING &amp; LEISURE PPTYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>36467J108</cusip>
        <value>1021784</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21922</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15058</Sole>
            <Shared>147</Shared>
            <None>6717</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GARMIN LTD</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>H2906T109</cusip>
        <value>26099</value>
        <shrsOrPrnAmt>
            <sshPrnamt>106</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>106</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GARTNER INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>366651107</cusip>
        <value>892969</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3397</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>3397</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GE AEROSPACE</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>369604301</cusip>
        <value>27470281</value>
        <shrsOrPrnAmt>
            <sshPrnamt>91318</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12949</Sole>
            <Shared>1059</Shared>
            <None>77310</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GE VERNOVA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>36828A101</cusip>
        <value>9344020</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15196</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4900</Sole>
            <Shared>2502</Shared>
            <None>7794</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GEN DIGITAL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>668771108</cusip>
        <value>15217</value>
        <shrsOrPrnAmt>
            <sshPrnamt>536</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>536</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GENERAL MLS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>370334104</cusip>
        <value>4070558</value>
        <shrsOrPrnAmt>
            <sshPrnamt>80733</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21162</Sole>
            <Shared>0</Shared>
            <None>59571</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>37045V100</cusip>
        <value>5912505</value>
        <shrsOrPrnAmt>
            <sshPrnamt>96974</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>855</Sole>
            <Shared>31096</Shared>
            <None>65023</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GENUINE PARTS CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>372460105</cusip>
        <value>2250587</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16238</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>733</Sole>
            <Shared>0</Shared>
            <None>15505</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GILDAN ACTIVEWEAR INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>375916103</cusip>
        <value>1021723</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12708</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12088</Sole>
            <Shared>0</Shared>
            <None>620</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GLOBAL PMTS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>37940X102</cusip>
        <value>2086554</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25115</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16738</Sole>
            <Shared>178</Shared>
            <None>8199</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GODADDY INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>380237107</cusip>
        <value>1754982</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12826</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8852</Sole>
            <Shared>0</Shared>
            <None>3974</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GOLDMAN SACHS BDC INC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>38147U107</cusip>
        <value>33500204</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3294022</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>3294022</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>38141G104</cusip>
        <value>24443963</value>
        <shrsOrPrnAmt>
            <sshPrnamt>30695</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15717</Sole>
            <Shared>527</Shared>
            <None>14451</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GOLUB CAP BDC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>38173M102</cusip>
        <value>36014817</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2630739</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>2630739</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GRACO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>384109104</cusip>
        <value>4030927</value>
        <shrsOrPrnAmt>
            <sshPrnamt>47445</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1004</Sole>
            <Shared>30406</Shared>
            <None>16035</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>GRAINGER W W INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>384802104</cusip>
        <value>4575161</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4801</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1750</Sole>
            <Shared>1538</Shared>
            <None>1513</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>406216101</cusip>
        <value>3735313</value>
        <shrsOrPrnAmt>
            <sshPrnamt>151842</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>31939</Sole>
            <Shared>0</Shared>
            <None>119903</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HARTFORD INSURANCE GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>416515104</cusip>
        <value>4045052</value>
        <shrsOrPrnAmt>
            <sshPrnamt>30325</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10758</Sole>
            <Shared>0</Shared>
            <None>19567</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HCA HEALTHCARE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>40412C101</cusip>
        <value>4802848</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11269</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>11269</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HEALTHPEAK PROPERTIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>42250P103</cusip>
        <value>2683509</value>
        <shrsOrPrnAmt>
            <sshPrnamt>140131</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1947</Sole>
            <Shared>0</Shared>
            <None>138184</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HEICO CORP NEW</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>422806208</cusip>
        <value>4751991</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18702</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>18702</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HEICO CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>422806109</cusip>
        <value>786390</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2436</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>2436</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HENRY JACK &amp; ASSOC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>426281101</cusip>
        <value>2013980</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13523</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8658</Sole>
            <Shared>398</Shared>
            <None>4467</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HERSHEY CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>427866108</cusip>
        <value>3172929</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16963</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5080</Sole>
            <Shared>2046</Shared>
            <None>9837</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HEWLETT PACKARD ENTERPRISE C</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>42824C109</cusip>
        <value>1015531</value>
        <shrsOrPrnAmt>
            <sshPrnamt>41349</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>27874</Sole>
            <Shared>0</Shared>
            <None>13475</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HILTON WORLDWIDE HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>43300A203</cusip>
        <value>8318684</value>
        <shrsOrPrnAmt>
            <sshPrnamt>32064</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1141</Sole>
            <Shared>0</Shared>
            <None>30923</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HOLOGIC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>436440101</cusip>
        <value>1604642</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23776</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>23776</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>437076102</cusip>
        <value>35121869</value>
        <shrsOrPrnAmt>
            <sshPrnamt>86680</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16161</Sole>
            <Shared>7623</Shared>
            <None>62896</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HONEYWELL INTL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>438516106</cusip>
        <value>5777594</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27447</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8570</Sole>
            <Shared>726</Shared>
            <None>18151</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HORMEL FOODS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>440452100</cusip>
        <value>66526</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2689</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2689</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HOWMET AEROSPACE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>443201108</cusip>
        <value>9867818</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50287</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8120</Sole>
            <Shared>361</Shared>
            <None>41806</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>40434L105</cusip>
        <value>156491</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5747</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4080</Sole>
            <Shared>0</Shared>
            <None>1667</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HUBBELL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>443510607</cusip>
        <value>2349062</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5459</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3662</Sole>
            <Shared>0</Shared>
            <None>1797</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HUMANA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>444859102</cusip>
        <value>2052481</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7889</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>249</Sole>
            <Shared>0</Shared>
            <None>7640</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HUNT J B TRANS SVCS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>445658107</cusip>
        <value>2006110</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14952</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9886</Sole>
            <Shared>0</Shared>
            <None>5066</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>HUNTINGTON BANCSHARES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>446150104</cusip>
        <value>157692</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9131</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9131</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>IDEX CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>45167R104</cusip>
        <value>66081</value>
        <shrsOrPrnAmt>
            <sshPrnamt>406</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>406</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>IDEXX LABS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>45168D104</cusip>
        <value>4725230</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7396</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2289</Sole>
            <Shared>0</Shared>
            <None>5107</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>IHS HOLDING LIMITED</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>G4701H109</cusip>
        <value>1227600</value>
        <shrsOrPrnAmt>
            <sshPrnamt>180000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>180000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ILLINOIS TOOL WKS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>452308109</cusip>
        <value>8080692</value>
        <shrsOrPrnAmt>
            <sshPrnamt>30989</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5973</Sole>
            <Shared>0</Shared>
            <None>25016</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ILLUMINA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>452327109</cusip>
        <value>2112988</value>
        <shrsOrPrnAmt>
            <sshPrnamt>22249</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15017</Sole>
            <Shared>0</Shared>
            <None>7232</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>IMPERIAL OIL LTD</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>453038408</cusip>
        <value>1356038</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10746</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7372</Sole>
            <Shared>0</Shared>
            <None>3374</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INCYTE CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>45337C102</cusip>
        <value>2090906</value>
        <shrsOrPrnAmt>
            <sshPrnamt>24654</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16546</Sole>
            <Shared>0</Shared>
            <None>8108</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INGERSOLL RAND INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>45687V106</cusip>
        <value>1669254</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20204</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>1033</Shared>
            <None>19171</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INTEL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>458140100</cusip>
        <value>10568015</value>
        <shrsOrPrnAmt>
            <sshPrnamt>314993</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>36281</Sole>
            <Shared>0</Shared>
            <None>278712</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INTERCONTINENTAL EXCHANGE IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>45866F104</cusip>
        <value>5871865</value>
        <shrsOrPrnAmt>
            <sshPrnamt>34852</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>814</Sole>
            <Shared>378</Shared>
            <None>33660</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INTERNATIONAL BUSINESS MACHS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>459200101</cusip>
        <value>20377877</value>
        <shrsOrPrnAmt>
            <sshPrnamt>72221</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9499</Sole>
            <Shared>916</Shared>
            <None>61806</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INTERNATIONAL PAPER CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>460146103</cusip>
        <value>76003</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1638</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>463</Sole>
            <Shared>0</Shared>
            <None>1175</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INTERPUBLIC GROUP COS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>460690100</cusip>
        <value>1431476</value>
        <shrsOrPrnAmt>
            <sshPrnamt>51289</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4080</Sole>
            <Shared>9337</Shared>
            <None>37872</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INTUIT</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>461202103</cusip>
        <value>17406693</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25489</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5172</Sole>
            <Shared>47</Shared>
            <None>20270</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INTUITIVE SURGICAL INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>46120E602</cusip>
        <value>9153456</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20467</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6762</Sole>
            <Shared>0</Shared>
            <None>13705</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>INVESCO LTD</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G491BT108</cusip>
        <value>316480</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13796</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>13796</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>IQVIA HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>46266C105</cusip>
        <value>6039522</value>
        <shrsOrPrnAmt>
            <sshPrnamt>31797</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6044</Sole>
            <Shared>295</Shared>
            <None>25458</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>JABIL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>466313103</cusip>
        <value>1679158</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7732</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5219</Sole>
            <Shared>0</Shared>
            <None>2513</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>JOHNSON CTLS INTL PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G51502105</cusip>
        <value>5331476</value>
        <shrsOrPrnAmt>
            <sshPrnamt>48490</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14838</Sole>
            <Shared>65</Shared>
            <None>33587</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>JPMORGAN CHASE &amp; CO.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>46625H100</cusip>
        <value>55956336</value>
        <shrsOrPrnAmt>
            <sshPrnamt>177397</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>74365</Sole>
            <Shared>0</Shared>
            <None>103032</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KELLANOVA</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>487836108</cusip>
        <value>4923825</value>
        <shrsOrPrnAmt>
            <sshPrnamt>60032</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11725</Sole>
            <Shared>0</Shared>
            <None>48307</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KENVUE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>49177J102</cusip>
        <value>2546730</value>
        <shrsOrPrnAmt>
            <sshPrnamt>156915</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>55559</Shared>
            <None>101356</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KEURIG DR PEPPER INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>49271V100</cusip>
        <value>3928846</value>
        <shrsOrPrnAmt>
            <sshPrnamt>154012</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>37466</Sole>
            <Shared>99</Shared>
            <None>116447</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KEYCORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>493267108</cusip>
        <value>130905</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7004</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7004</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KEYSIGHT TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>49338L103</cusip>
        <value>2231280</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12756</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8705</Sole>
            <Shared>0</Shared>
            <None>4051</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KIMBERLY-CLARK CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>494368103</cusip>
        <value>4622215</value>
        <shrsOrPrnAmt>
            <sshPrnamt>37174</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10163</Sole>
            <Shared>0</Shared>
            <None>27011</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KIMCO RLTY CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>49446R109</cusip>
        <value>448187</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20512</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>20512</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KINDER MORGAN INC DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>49456B101</cusip>
        <value>3011080</value>
        <shrsOrPrnAmt>
            <sshPrnamt>106361</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>17278</Shared>
            <None>89083</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KINROSS GOLD CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>496902404</cusip>
        <value>1846681</value>
        <shrsOrPrnAmt>
            <sshPrnamt>53465</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>35739</Sole>
            <Shared>0</Shared>
            <None>17726</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KKR &amp; CO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>48251W104</cusip>
        <value>4850124</value>
        <shrsOrPrnAmt>
            <sshPrnamt>37323</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>24942</Sole>
            <Shared>0</Shared>
            <None>12381</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KLA CORP</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>482480100</cusip>
        <value>6335696</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5874</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1402</Sole>
            <Shared>200</Shared>
            <None>4272</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KRAFT HEINZ CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>500754106</cusip>
        <value>2116010</value>
        <shrsOrPrnAmt>
            <sshPrnamt>81260</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>37571</Sole>
            <Shared>0</Shared>
            <None>43689</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>KROGER CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>501044101</cusip>
        <value>2003830</value>
        <shrsOrPrnAmt>
            <sshPrnamt>29726</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2532</Sole>
            <Shared>0</Shared>
            <None>27194</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LABCORP HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>504922105</cusip>
        <value>5337881</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18595</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3686</Sole>
            <Shared>1507</Shared>
            <None>13402</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>512807306</cusip>
        <value>17503542</value>
        <shrsOrPrnAmt>
            <sshPrnamt>130721</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>38527</Sole>
            <Shared>14989</Shared>
            <None>77205</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LAS VEGAS SANDS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>517834107</cusip>
        <value>1252016</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23276</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16870</Sole>
            <Shared>0</Shared>
            <None>6406</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LAUDER ESTEE COS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>518439104</cusip>
        <value>656935</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7455</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>7455</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LEIDOS HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>525327102</cusip>
        <value>2119186</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11215</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6951</Sole>
            <Shared>891</Shared>
            <None>3373</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LENNAR CORP</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>526057104</cusip>
        <value>1940260</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15394</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>129</Shared>
            <None>15265</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LENNOX INTL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>526107107</cusip>
        <value>2337654</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4416</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2876</Sole>
            <Shared>0</Shared>
            <None>1540</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LINDE PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G54950103</cusip>
        <value>21365975</value>
        <shrsOrPrnAmt>
            <sshPrnamt>44981</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4175</Sole>
            <Shared>4014</Shared>
            <None>36792</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LKQ CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>501889208</cusip>
        <value>1077024</value>
        <shrsOrPrnAmt>
            <sshPrnamt>35266</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>35266</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LOEWS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>540424108</cusip>
        <value>375659</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3742</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2111</Sole>
            <Shared>0</Shared>
            <None>1631</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LOGITECH INTL S A</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>H50430232</cusip>
        <value>3371577</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38852</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8255</Sole>
            <Shared>868</Shared>
            <None>29729</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LOWES COS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>548661107</cusip>
        <value>14179413</value>
        <shrsOrPrnAmt>
            <sshPrnamt>56422</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10496</Sole>
            <Shared>139</Shared>
            <None>45787</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LULULEMON ATHLETICA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>550021109</cusip>
        <value>3796670</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21338</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8513</Sole>
            <Shared>557</Shared>
            <None>12268</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LUMEN TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>550241103</cusip>
        <value>10533</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1721</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1721</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LYONDELLBASELL INDUSTRIES N</nameOfIssuer>
        <titleOfClass>SHS - A -</titleOfClass>
        <cusip>N53745100</cusip>
        <value>12113</value>
        <shrsOrPrnAmt>
            <sshPrnamt>247</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>247</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MAGNA INTL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>559222401</cusip>
        <value>1799700</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27293</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14889</Sole>
            <Shared>0</Shared>
            <None>12404</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MANULIFE FINL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>56501R106</cusip>
        <value>187792</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4331</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2593</Sole>
            <Shared>0</Shared>
            <None>1738</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARA HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>565788106</cusip>
        <value>4565000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>250000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>250000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARATHON PETE CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>56585A102</cusip>
        <value>7945707</value>
        <shrsOrPrnAmt>
            <sshPrnamt>41225</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7060</Sole>
            <Shared>0</Shared>
            <None>34165</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARKETAXESS HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>57060D108</cusip>
        <value>37290</value>
        <shrsOrPrnAmt>
            <sshPrnamt>214</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>214</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARRIOTT INTL INC NEW</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>571903202</cusip>
        <value>2777593</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10665</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>10665</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARSH &amp; MCLENNAN COS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>571748102</cusip>
        <value>11463026</value>
        <shrsOrPrnAmt>
            <sshPrnamt>56880</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8535</Sole>
            <Shared>70</Shared>
            <None>48275</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>573284106</cusip>
        <value>2161230</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3429</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>58</Shared>
            <None>3371</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARVELL TECHNOLOGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>573874104</cusip>
        <value>4726499</value>
        <shrsOrPrnAmt>
            <sshPrnamt>56221</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>56221</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MASCO CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>574599106</cusip>
        <value>1162632</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16517</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9948</Sole>
            <Shared>0</Shared>
            <None>6569</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>57636Q104</cusip>
        <value>45879077</value>
        <shrsOrPrnAmt>
            <sshPrnamt>80658</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>18117</Sole>
            <Shared>0</Shared>
            <None>62541</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MCCORMICK &amp; CO INC</nameOfIssuer>
        <titleOfClass>COM NON VTG</titleOfClass>
        <cusip>579780206</cusip>
        <value>1275773</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19067</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12800</Sole>
            <Shared>0</Shared>
            <None>6267</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MCKESSON CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>58155Q103</cusip>
        <value>5898343</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7635</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2613</Sole>
            <Shared>0</Shared>
            <None>5022</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MEDTRONIC PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G5960L103</cusip>
        <value>6672991</value>
        <shrsOrPrnAmt>
            <sshPrnamt>70065</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>19533</Sole>
            <Shared>888</Shared>
            <None>49644</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MERCADOLIBRE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>58733R102</cusip>
        <value>12738660</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5451</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1590</Sole>
            <Shared>0</Shared>
            <None>3861</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>58933Y105</cusip>
        <value>28581522</value>
        <shrsOrPrnAmt>
            <sshPrnamt>340540</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>74741</Sole>
            <Shared>886</Shared>
            <None>264913</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>30303M102</cusip>
        <value>59630187</value>
        <shrsOrPrnAmt>
            <sshPrnamt>81198</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>33970</Sole>
            <Shared>1304</Shared>
            <None>45924</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>METLIFE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>59156R108</cusip>
        <value>2312538</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28075</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3104</Sole>
            <Shared>16751</Shared>
            <None>8220</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>METTLER TOLEDO INTERNATIONAL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>592688105</cusip>
        <value>1859829</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1515</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>104</Sole>
            <Shared>0</Shared>
            <None>1411</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MICROCHIP TECHNOLOGY INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>595017104</cusip>
        <value>675980</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10526</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>10526</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>595112103</cusip>
        <value>12393225</value>
        <shrsOrPrnAmt>
            <sshPrnamt>74069</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>29514</Sole>
            <Shared>0</Shared>
            <None>44555</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>594918104</cusip>
        <value>312519117</value>
        <shrsOrPrnAmt>
            <sshPrnamt>603377</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>132906</Sole>
            <Shared>1130</Shared>
            <None>469341</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MILLROSE PPTYS INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>601137102</cusip>
        <value>2117</value>
        <shrsOrPrnAmt>
            <sshPrnamt>63</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>63</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MODERNA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>60770K107</cusip>
        <value>1537350</value>
        <shrsOrPrnAmt>
            <sshPrnamt>59518</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>59518</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MOLINA HEALTHCARE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>60855R100</cusip>
        <value>1032579</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5396</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3643</Sole>
            <Shared>0</Shared>
            <None>1753</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MOLSON COORS BEVERAGE CO</nameOfIssuer>
        <titleOfClass>CL B</titleOfClass>
        <cusip>60871R209</cusip>
        <value>1135911</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25103</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16893</Sole>
            <Shared>0</Shared>
            <None>8210</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MONSTER BEVERAGE CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>61174X109</cusip>
        <value>5566335</value>
        <shrsOrPrnAmt>
            <sshPrnamt>82697</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16117</Sole>
            <Shared>12894</Shared>
            <None>53686</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MOODYS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>615369105</cusip>
        <value>5947423</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12482</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3521</Sole>
            <Shared>0</Shared>
            <None>8961</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>617446448</cusip>
        <value>19236385</value>
        <shrsOrPrnAmt>
            <sshPrnamt>121014</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15727</Sole>
            <Shared>0</Shared>
            <None>105287</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MORGAN STANLEY DIRECT LENDIN</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>61774A103</cusip>
        <value>29425821</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1829964</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>1829964</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MOSAIC CO NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>61945C103</cusip>
        <value>1505806</value>
        <shrsOrPrnAmt>
            <sshPrnamt>43420</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>43420</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MOTOROLA SOLUTIONS INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>620076307</cusip>
        <value>2438270</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5332</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3304</Sole>
            <Shared>0</Shared>
            <None>2028</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NASDAQ INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>631103108</cusip>
        <value>3179070</value>
        <shrsOrPrnAmt>
            <sshPrnamt>35942</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10717</Sole>
            <Shared>0</Shared>
            <None>25225</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NETAPP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>64110D104</cusip>
        <value>41579</value>
        <shrsOrPrnAmt>
            <sshPrnamt>351</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>351</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NETFLIX INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>64110L106</cusip>
        <value>23401719</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19519</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6220</Sole>
            <Shared>0</Shared>
            <None>13299</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NEUROCRINE BIOSCIENCES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>64125C109</cusip>
        <value>3700417</value>
        <shrsOrPrnAmt>
            <sshPrnamt>26360</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>506</Sole>
            <Shared>8425</Shared>
            <None>17429</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NEWMONT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>651639106</cusip>
        <value>62953771</value>
        <shrsOrPrnAmt>
            <sshPrnamt>746694</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>68539</Sole>
            <Shared>47076</Shared>
            <None>631079</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NEWS CORP NEW</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>65249B109</cusip>
        <value>13328</value>
        <shrsOrPrnAmt>
            <sshPrnamt>434</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>434</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>65339F101</cusip>
        <value>8599821</value>
        <shrsOrPrnAmt>
            <sshPrnamt>113920</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>38306</Sole>
            <Shared>1409</Shared>
            <None>74205</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NIKE INC</nameOfIssuer>
        <titleOfClass>CL B</titleOfClass>
        <cusip>654106103</cusip>
        <value>3360637</value>
        <shrsOrPrnAmt>
            <sshPrnamt>48195</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8778</Sole>
            <Shared>1301</Shared>
            <None>38116</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NORDSON CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>655663102</cusip>
        <value>1053502</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4642</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2726</Sole>
            <Shared>0</Shared>
            <None>1916</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NORFOLK SOUTHN CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>655844108</cusip>
        <value>2867714</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9546</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>406</Sole>
            <Shared>500</Shared>
            <None>8640</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NUCOR CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>670346105</cusip>
        <value>1150749</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8497</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>8497</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NUTRIEN LTD</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>67077M108</cusip>
        <value>2259998</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27652</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>27652</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>67066G104</cusip>
        <value>391667803</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2099195</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>449395</Sole>
            <Shared>0</Shared>
            <None>1649800</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NVR INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>62944T105</cusip>
        <value>4796692</value>
        <shrsOrPrnAmt>
            <sshPrnamt>597</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>184</Sole>
            <Shared>0</Shared>
            <None>413</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NXP SEMICONDUCTORS N V</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>N6596X109</cusip>
        <value>2791514</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12258</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>6387</Shared>
            <None>5871</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>OAKTREE SPECIALTY LENDING CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>67401P405</cusip>
        <value>27248152</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2087981</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>2087981</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>OKTA INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>679295105</cusip>
        <value>1761832</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19213</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12966</Sole>
            <Shared>0</Shared>
            <None>6247</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>OLD DOMINION FREIGHT LINE IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>679580100</cusip>
        <value>140358</value>
        <shrsOrPrnAmt>
            <sshPrnamt>997</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>813</Sole>
            <Shared>0</Shared>
            <None>184</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>OMNICOM GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>681919106</cusip>
        <value>376179</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4614</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>257</Sole>
            <Shared>2617</Shared>
            <None>1740</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>682189105</cusip>
        <value>55918</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1134</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>943</Sole>
            <Shared>191</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ONEMAIN HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>68268W103</cusip>
        <value>181971</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3223</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>3223</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ONEOK INC NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>682680103</cusip>
        <value>4858853</value>
        <shrsOrPrnAmt>
            <sshPrnamt>66587</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>310</Sole>
            <Shared>1234</Shared>
            <None>65043</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>OPEN TEXT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>683715106</cusip>
        <value>327102</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6288</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>6288</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ORACLE CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>68389X105</cusip>
        <value>19443527</value>
        <shrsOrPrnAmt>
            <sshPrnamt>69135</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>22123</Sole>
            <Shared>325</Shared>
            <None>46687</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>OREILLY AUTOMOTIVE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>67103H107</cusip>
        <value>8008127</value>
        <shrsOrPrnAmt>
            <sshPrnamt>74280</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>810</Sole>
            <Shared>4242</Shared>
            <None>69228</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ORGANON &amp; CO</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>68622V106</cusip>
        <value>267</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>OWENS CORNING NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>690742101</cusip>
        <value>1112441</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7864</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4977</Sole>
            <Shared>0</Shared>
            <None>2887</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PACCAR INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>693718108</cusip>
        <value>1823148</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18543</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>441</Sole>
            <Shared>0</Shared>
            <None>18102</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PALANTIR TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>69608A108</cusip>
        <value>15245022</value>
        <shrsOrPrnAmt>
            <sshPrnamt>83571</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2008</Sole>
            <Shared>41352</Shared>
            <None>40211</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PALO ALTO NETWORKS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>697435105</cusip>
        <value>12550933</value>
        <shrsOrPrnAmt>
            <sshPrnamt>61639</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12873</Sole>
            <Shared>0</Shared>
            <None>48766</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PAN AMERN SILVER CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>697900108</cusip>
        <value>1658132</value>
        <shrsOrPrnAmt>
            <sshPrnamt>30746</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21183</Sole>
            <Shared>0</Shared>
            <None>9563</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PARKER-HANNIFIN CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>701094104</cusip>
        <value>7462470</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9843</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2448</Sole>
            <Shared>22</Shared>
            <None>7373</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PAYCHEX INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>704326107</cusip>
        <value>5555257</value>
        <shrsOrPrnAmt>
            <sshPrnamt>43825</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8577</Sole>
            <Shared>3175</Shared>
            <None>32073</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PAYPAL HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>70450Y103</cusip>
        <value>7699024</value>
        <shrsOrPrnAmt>
            <sshPrnamt>114808</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>47554</Sole>
            <Shared>0</Shared>
            <None>67254</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PEMBINA PIPELINE CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>706327103</cusip>
        <value>5072009</value>
        <shrsOrPrnAmt>
            <sshPrnamt>90137</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>7358</Shared>
            <None>82779</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PENTAIR PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G7S00T104</cusip>
        <value>2265596</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20455</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13634</Sole>
            <Shared>0</Shared>
            <None>6821</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PEPSICO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>713448108</cusip>
        <value>12776950</value>
        <shrsOrPrnAmt>
            <sshPrnamt>90978</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1784</Sole>
            <Shared>1102</Shared>
            <None>88092</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PFIZER INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>717081103</cusip>
        <value>5325065</value>
        <shrsOrPrnAmt>
            <sshPrnamt>208990</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>45737</Sole>
            <Shared>5074</Shared>
            <None>158179</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PHILIP MORRIS INTL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>718172109</cusip>
        <value>6003022</value>
        <shrsOrPrnAmt>
            <sshPrnamt>37010</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6094</Sole>
            <Shared>1651</Shared>
            <None>29265</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PHILLIPS 66</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>718546104</cusip>
        <value>4711869</value>
        <shrsOrPrnAmt>
            <sshPrnamt>34641</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>34641</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PINTEREST INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>72352L106</cusip>
        <value>2060102</value>
        <shrsOrPrnAmt>
            <sshPrnamt>64038</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>43808</Sole>
            <Shared>0</Shared>
            <None>20230</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PNC FINL SVCS GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>693475105</cusip>
        <value>8998650</value>
        <shrsOrPrnAmt>
            <sshPrnamt>44785</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9091</Sole>
            <Shared>0</Shared>
            <None>35694</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PPG INDS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>693506107</cusip>
        <value>59177</value>
        <shrsOrPrnAmt>
            <sshPrnamt>563</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>563</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PRICE T ROWE GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74144T108</cusip>
        <value>102127</value>
        <shrsOrPrnAmt>
            <sshPrnamt>995</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>995</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PRINCIPAL FINANCIAL GROUP IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74251V102</cusip>
        <value>1116052</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13461</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8926</Sole>
            <Shared>0</Shared>
            <None>4535</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PROCTER AND GAMBLE CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>742718109</cusip>
        <value>29995860</value>
        <shrsOrPrnAmt>
            <sshPrnamt>195222</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>36438</Sole>
            <Shared>334</Shared>
            <None>158450</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PROGRESSIVE CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>743315103</cusip>
        <value>14571038</value>
        <shrsOrPrnAmt>
            <sshPrnamt>59004</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11798</Sole>
            <Shared>93</Shared>
            <None>47113</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PROLOGIS INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74340W103</cusip>
        <value>11487959</value>
        <shrsOrPrnAmt>
            <sshPrnamt>100314</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17582</Sole>
            <Shared>1315</Shared>
            <None>81417</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PRUDENTIAL FINL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>744320102</cusip>
        <value>3535148</value>
        <shrsOrPrnAmt>
            <sshPrnamt>34077</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11962</Sole>
            <Shared>91</Shared>
            <None>22024</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PUBLIC STORAGE OPER CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74460D109</cusip>
        <value>1626226</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5630</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>258</Sole>
            <Shared>3434</Shared>
            <None>1938</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PUBLIC SVC ENTERPRISE GRP IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>744573106</cusip>
        <value>4714071</value>
        <shrsOrPrnAmt>
            <sshPrnamt>56483</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14629</Sole>
            <Shared>371</Shared>
            <None>41483</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PULTE GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>745867101</cusip>
        <value>2279639</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17253</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11526</Sole>
            <Shared>0</Shared>
            <None>5727</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PURE STORAGE INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>74624M102</cusip>
        <value>1774342</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21171</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14307</Sole>
            <Shared>0</Shared>
            <None>6864</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>QIAGEN NV</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>N72482206</cusip>
        <value>2596432</value>
        <shrsOrPrnAmt>
            <sshPrnamt>68880</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>62053</Sole>
            <Shared>0</Shared>
            <None>6827</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>747525103</cusip>
        <value>10479682</value>
        <shrsOrPrnAmt>
            <sshPrnamt>62994</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>24961</Sole>
            <Shared>163</Shared>
            <None>37870</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>QUANTA SVCS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74762E102</cusip>
        <value>2257346</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5447</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>1850</Shared>
            <None>3597</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>QUEST DIAGNOSTICS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74834L100</cusip>
        <value>2095999</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10998</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>733</Sole>
            <Shared>6692</Shared>
            <None>3573</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>RALLIANT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>750940108</cusip>
        <value>24970</value>
        <shrsOrPrnAmt>
            <sshPrnamt>571</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>571</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>RB GLOBAL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74935Q107</cusip>
        <value>1130249</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7498</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4928</Sole>
            <Shared>0</Shared>
            <None>2570</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>REALTY INCOME CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>756109104</cusip>
        <value>777504</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12790</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>12790</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>REGENCY CTRS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>758849103</cusip>
        <value>513508</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7044</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>7044</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>75886F107</cusip>
        <value>6758485</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12020</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>607</Sole>
            <Shared>5346</Shared>
            <None>6067</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>REGIONS FINANCIAL CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>7591EP100</cusip>
        <value>1287542</value>
        <shrsOrPrnAmt>
            <sshPrnamt>48826</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>34471</Sole>
            <Shared>0</Shared>
            <None>14355</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>RELIANCE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>759509102</cusip>
        <value>1115457</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3972</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2701</Sole>
            <Shared>0</Shared>
            <None>1271</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>REPUBLIC SVCS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>760759100</cusip>
        <value>48650</value>
        <shrsOrPrnAmt>
            <sshPrnamt>212</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>212</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>RESMED INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>761152107</cusip>
        <value>2530908</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9246</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6212</Sole>
            <Shared>2756</Shared>
            <None>278</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>RESTAURANT BRANDS INTL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>76131D103</cusip>
        <value>723882</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8108</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>8108</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROBERT HALF INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>770323103</cusip>
        <value>38771</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1141</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1141</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROBINHOOD MKTS INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>770700102</cusip>
        <value>2375213</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16589</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11451</Sole>
            <Shared>0</Shared>
            <None>5138</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROCKWELL AUTOMATION INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>773903109</cusip>
        <value>1890957</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5410</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3658</Sole>
            <Shared>0</Shared>
            <None>1752</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROLLINS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>775711104</cusip>
        <value>1006040</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17127</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11294</Sole>
            <Shared>0</Shared>
            <None>5833</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROPER TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>776696106</cusip>
        <value>2410667</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4834</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1370</Sole>
            <Shared>0</Shared>
            <None>3464</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROSS STORES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>778296103</cusip>
        <value>2367836</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15538</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4866</Sole>
            <Shared>272</Shared>
            <None>10400</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROYAL BK CDA</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>780087102</cusip>
        <value>11567537</value>
        <shrsOrPrnAmt>
            <sshPrnamt>56394</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>17675</Sole>
            <Shared>0</Shared>
            <None>38719</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROYAL CARIBBEAN GROUP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>V7780T103</cusip>
        <value>99339</value>
        <shrsOrPrnAmt>
            <sshPrnamt>307</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>83</Sole>
            <Shared>0</Shared>
            <None>224</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROYALTY PHARMA PLC</nameOfIssuer>
        <titleOfClass>SHS CLASS A</titleOfClass>
        <cusip>G7709Q104</cusip>
        <value>1202378</value>
        <shrsOrPrnAmt>
            <sshPrnamt>34081</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21929</Sole>
            <Shared>0</Shared>
            <None>12152</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>RPM INTL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>749685103</cusip>
        <value>1016715</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8625</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5700</Sole>
            <Shared>0</Shared>
            <None>2925</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>RTX CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>75513E101</cusip>
        <value>1533245</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9163</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3384</Sole>
            <Shared>0</Shared>
            <None>5779</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>78409V104</cusip>
        <value>18248705</value>
        <shrsOrPrnAmt>
            <sshPrnamt>37494</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9480</Sole>
            <Shared>101</Shared>
            <None>27913</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SALESFORCE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>79466L302</cusip>
        <value>21308670</value>
        <shrsOrPrnAmt>
            <sshPrnamt>89910</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21745</Sole>
            <Shared>0</Shared>
            <None>68165</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SBA COMMUNICATIONS CORP NEW</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>78410G104</cusip>
        <value>1123557</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5811</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>5811</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SCHLUMBERGER LTD</nameOfIssuer>
        <titleOfClass>COM STK</titleOfClass>
        <cusip>806857108</cusip>
        <value>6173643</value>
        <shrsOrPrnAmt>
            <sshPrnamt>179623</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>39838</Sole>
            <Shared>0</Shared>
            <None>139785</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SCHWAB CHARLES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>808513105</cusip>
        <value>9954084</value>
        <shrsOrPrnAmt>
            <sshPrnamt>104264</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14188</Sole>
            <Shared>0</Shared>
            <None>90076</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SEA LTD</nameOfIssuer>
        <titleOfClass>SPONSORD ADS</titleOfClass>
        <cusip>81141R100</cusip>
        <value>157819</value>
        <shrsOrPrnAmt>
            <sshPrnamt>883</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>883</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SEAGATE TECHNOLOGY HLDNGS PL</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>G7997R103</cusip>
        <value>3773655</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15986</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2060</Sole>
            <Shared>0</Shared>
            <None>13926</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SEMLER SCIENTIFIC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>81684M104</cusip>
        <value>3000000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>100000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>100000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SEMPRA</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>816851109</cusip>
        <value>6868533</value>
        <shrsOrPrnAmt>
            <sshPrnamt>76334</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15995</Sole>
            <Shared>718</Shared>
            <None>59621</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SERVICENOW INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>81762P102</cusip>
        <value>16959840</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18429</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3766</Sole>
            <Shared>848</Shared>
            <None>13815</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SHERWIN WILLIAMS CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>824348106</cusip>
        <value>4701518</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13578</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>857</Shared>
            <None>12721</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SHOPIFY INC</nameOfIssuer>
        <titleOfClass>CL A SUB VTG SHS</titleOfClass>
        <cusip>82509L107</cusip>
        <value>20705980</value>
        <shrsOrPrnAmt>
            <sshPrnamt>100145</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>18694</Sole>
            <Shared>165</Shared>
            <None>81286</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SIMON PPTY GROUP INC NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>828806109</cusip>
        <value>73567</value>
        <shrsOrPrnAmt>
            <sshPrnamt>392</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>392</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SMUCKER J M CO</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>832696405</cusip>
        <value>912131</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8399</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5709</Sole>
            <Shared>0</Shared>
            <None>2690</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SMURFIT WESTROCK PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G8267P108</cusip>
        <value>1255560</value>
        <shrsOrPrnAmt>
            <sshPrnamt>29494</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>19659</Sole>
            <Shared>199</Shared>
            <None>9636</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SNAP INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>83304A106</cusip>
        <value>492499</value>
        <shrsOrPrnAmt>
            <sshPrnamt>63878</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>589</Shared>
            <None>63289</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SNAP ON INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>833034101</cusip>
        <value>2068091</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5968</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4084</Sole>
            <Shared>0</Shared>
            <None>1884</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SNOWFLAKE INC</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>833445109</cusip>
        <value>2270837</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10068</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>10068</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SOLVENTUM CORP</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>83444M101</cusip>
        <value>337187</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4619</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>29</Sole>
            <Shared>0</Shared>
            <None>4590</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SOUTH BOW CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>83671M105</cusip>
        <value>36820</value>
        <shrsOrPrnAmt>
            <sshPrnamt>935</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>935</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SPOTIFY TECHNOLOGY S A</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>L8681T102</cusip>
        <value>46691843</value>
        <shrsOrPrnAmt>
            <sshPrnamt>68023</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8911</Sole>
            <Shared>6217</Shared>
            <None>52895</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SS&amp;C TECHNOLOGIES HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>78467J100</cusip>
        <value>1019142</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11482</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7512</Sole>
            <Shared>0</Shared>
            <None>3970</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STANTEC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>85472N109</cusip>
        <value>1209425</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8058</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5277</Sole>
            <Shared>0</Shared>
            <None>2781</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STARBUCKS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>855244109</cusip>
        <value>3130369</value>
        <shrsOrPrnAmt>
            <sshPrnamt>37002</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1436</Sole>
            <Shared>1536</Shared>
            <None>34030</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STATE STR CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>857477103</cusip>
        <value>1733653</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14944</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1141</Sole>
            <Shared>0</Shared>
            <None>13803</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STEEL DYNAMICS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>858119100</cusip>
        <value>1314546</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9428</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6241</Sole>
            <Shared>2900</Shared>
            <None>287</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STELLANTIS N.V</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>N82405106</cusip>
        <value>37302691</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4743160</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>460791</Sole>
            <Shared>230029</Shared>
            <None>4052340</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STERIS PLC</nameOfIssuer>
        <titleOfClass>SHS USD</titleOfClass>
        <cusip>G8473T100</cusip>
        <value>3759356</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15193</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3773</Sole>
            <Shared>6250</Shared>
            <None>5170</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STRATEGY INC</nameOfIssuer>
        <titleOfClass>CL A NEW</titleOfClass>
        <cusip>594972408</cusip>
        <value>21675711</value>
        <shrsOrPrnAmt>
            <sshPrnamt>67272</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>22659</Sole>
            <Shared>18925</Shared>
            <None>25688</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STRYKER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>863667101</cusip>
        <value>7111711</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19238</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6232</Sole>
            <Shared>422</Shared>
            <None>12584</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SUN LIFE FINANCIAL INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>866796105</cusip>
        <value>3534175</value>
        <shrsOrPrnAmt>
            <sshPrnamt>42290</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1301</Sole>
            <Shared>0</Shared>
            <None>40989</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SUPER MICRO COMPUTER INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>86800U302</cusip>
        <value>1006740</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SYLVAMO CORP</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>871332102</cusip>
        <value>1857</value>
        <shrsOrPrnAmt>
            <sshPrnamt>42</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>42</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SYNCHRONY FINANCIAL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>87165B103</cusip>
        <value>1172964</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16509</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11220</Sole>
            <Shared>0</Shared>
            <None>5289</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SYNOPSYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>871607107</cusip>
        <value>6074124</value>
        <shrsOrPrnAmt>
            <sshPrnamt>12311</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>137</Sole>
            <Shared>0</Shared>
            <None>12174</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SYSCO CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>871829107</cusip>
        <value>1822431</value>
        <shrsOrPrnAmt>
            <sshPrnamt>22133</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>22133</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
        <cusip>874039100</cusip>
        <value>19379375</value>
        <shrsOrPrnAmt>
            <sshPrnamt>69388</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>69388</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TAKE-TWO INTERACTIVE SOFTWAR</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>874054109</cusip>
        <value>1767699</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6842</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>733</Sole>
            <Shared>0</Shared>
            <None>6109</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TAPESTRY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>876030107</cusip>
        <value>2377394</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20998</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13946</Sole>
            <Shared>643</Shared>
            <None>6409</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TARGA RES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>87612G101</cusip>
        <value>5027875</value>
        <shrsOrPrnAmt>
            <sshPrnamt>30010</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>290</Shared>
            <None>29720</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TARGET CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>87612E106</cusip>
        <value>3024774</value>
        <shrsOrPrnAmt>
            <sshPrnamt>33721</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>656</Sole>
            <Shared>0</Shared>
            <None>33065</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TC ENERGY CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>87807B107</cusip>
        <value>1570304</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20752</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>20752</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TE CONNECTIVITY PLC</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>G87052109</cusip>
        <value>6415106</value>
        <shrsOrPrnAmt>
            <sshPrnamt>29222</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11141</Sole>
            <Shared>0</Shared>
            <None>18081</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TELEDYNE TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>879360105</cusip>
        <value>145924</value>
        <shrsOrPrnAmt>
            <sshPrnamt>249</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>249</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TESLA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>88160R101</cusip>
        <value>104445160</value>
        <shrsOrPrnAmt>
            <sshPrnamt>234856</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>41761</Sole>
            <Shared>1873</Shared>
            <None>191222</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TEXAS INSTRS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>882508104</cusip>
        <value>6403725</value>
        <shrsOrPrnAmt>
            <sshPrnamt>34854</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1867</Sole>
            <Shared>0</Shared>
            <None>32987</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>THE CIGNA GROUP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>125523100</cusip>
        <value>7266494</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25209</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6340</Sole>
            <Shared>0</Shared>
            <None>18869</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>883556102</cusip>
        <value>8119235</value>
        <shrsOrPrnAmt>
            <sshPrnamt>16740</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3942</Sole>
            <Shared>0</Shared>
            <None>12798</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>THOMSON REUTERS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>884903808</cusip>
        <value>2379909</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11013</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>462</Sole>
            <Shared>0</Shared>
            <None>10551</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TJX COS INC NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>872540109</cusip>
        <value>16112307</value>
        <shrsOrPrnAmt>
            <sshPrnamt>111473</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>18146</Sole>
            <Shared>0</Shared>
            <None>93327</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>T-MOBILE US INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>872590104</cusip>
        <value>6728732</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28109</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7305</Sole>
            <Shared>0</Shared>
            <None>20804</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TOAST INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>888787108</cusip>
        <value>1879279</value>
        <shrsOrPrnAmt>
            <sshPrnamt>51473</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>34617</Sole>
            <Shared>0</Shared>
            <None>16856</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TORONTO DOMINION BK ONT</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>891160509</cusip>
        <value>18862405</value>
        <shrsOrPrnAmt>
            <sshPrnamt>169504</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>24108</Sole>
            <Shared>0</Shared>
            <None>145396</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TRACTOR SUPPLY CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>892356106</cusip>
        <value>2185571</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38431</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2426</Sole>
            <Shared>0</Shared>
            <None>36005</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TRANE TECHNOLOGIES PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G8994E103</cusip>
        <value>12090842</value>
        <shrsOrPrnAmt>
            <sshPrnamt>28654</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5056</Sole>
            <Shared>511</Shared>
            <None>23087</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TRANSDIGM GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>893641100</cusip>
        <value>3331955</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2528</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>2528</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TRANSUNION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>89400J107</cusip>
        <value>1168982</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13953</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9236</Sole>
            <Shared>80</Shared>
            <None>4637</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TRAVELERS COMPANIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>89417E109</cusip>
        <value>5780133</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20701</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5570</Sole>
            <Shared>0</Shared>
            <None>15131</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TRUIST FINL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>89832Q109</cusip>
        <value>2777444</value>
        <shrsOrPrnAmt>
            <sshPrnamt>60749</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3021</Sole>
            <Shared>0</Shared>
            <None>57728</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TWILIO INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>90138F102</cusip>
        <value>1550094</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15487</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10531</Sole>
            <Shared>0</Shared>
            <None>4956</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>90353T100</cusip>
        <value>12401924</value>
        <shrsOrPrnAmt>
            <sshPrnamt>126589</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>50794</Sole>
            <Shared>5733</Shared>
            <None>70062</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UBS GROUP AG</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>H42097107</cusip>
        <value>76000318</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2337752</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>289891</Sole>
            <Shared>376494</Shared>
            <None>1671367</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UDR INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>902653104</cusip>
        <value>845988</value>
        <shrsOrPrnAmt>
            <sshPrnamt>22705</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>5923</Shared>
            <None>16782</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ULTA BEAUTY INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>90384S303</cusip>
        <value>2276667</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4164</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2616</Sole>
            <Shared>0</Shared>
            <None>1548</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UNION PAC CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>907818108</cusip>
        <value>10491755</value>
        <shrsOrPrnAmt>
            <sshPrnamt>44387</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>517</Shared>
            <None>43870</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UNITED AIRLS HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>910047109</cusip>
        <value>1753309</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18169</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>12188</Sole>
            <Shared>0</Shared>
            <None>5981</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer>
        <titleOfClass>CL B</titleOfClass>
        <cusip>911312106</cusip>
        <value>4811996</value>
        <shrsOrPrnAmt>
            <sshPrnamt>57608</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>174</Sole>
            <Shared>894</Shared>
            <None>56540</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UNITED RENTALS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>911363109</cusip>
        <value>872559</value>
        <shrsOrPrnAmt>
            <sshPrnamt>914</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>71</Shared>
            <None>843</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>UNITED THERAPEUTICS CORP DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>91307C102</cusip>
        <value>1940104</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4628</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2915</Sole>
            <Shared>191</Shared>
            <None>1522</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>US BANCORP DEL</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>902973304</cusip>
        <value>7717963</value>
        <shrsOrPrnAmt>
            <sshPrnamt>159693</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>32874</Sole>
            <Shared>0</Shared>
            <None>126819</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VALERO ENERGY CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>91913Y100</cusip>
        <value>6810911</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40003</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7987</Sole>
            <Shared>1493</Shared>
            <None>30523</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANECK ETF TRUST</nameOfIssuer>
        <titleOfClass>BDC INCOME ETF</titleOfClass>
        <cusip>92189F411</cusip>
        <value>32868000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2200000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>2200000</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer>
        <titleOfClass>REAL ESTATE ETF</titleOfClass>
        <cusip>922908553</cusip>
        <value>87763</value>
        <shrsOrPrnAmt>
            <sshPrnamt>960</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>960</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VANGUARD INTL EQUITY INDEX F</nameOfIssuer>
        <titleOfClass>GLB EX US ETF</titleOfClass>
        <cusip>922042676</cusip>
        <value>542995</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11374</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>11374</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VEEVA SYS INC</nameOfIssuer>
        <titleOfClass>CL A COM</titleOfClass>
        <cusip>922475108</cusip>
        <value>2070772</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6951</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4518</Sole>
            <Shared>0</Shared>
            <None>2433</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERALTO CORP</nameOfIssuer>
        <titleOfClass>COM SHS</titleOfClass>
        <cusip>92338C103</cusip>
        <value>4056830</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38053</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>14269</Sole>
            <Shared>0</Shared>
            <None>23784</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERISIGN INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92343E102</cusip>
        <value>27398</value>
        <shrsOrPrnAmt>
            <sshPrnamt>98</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>98</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERISK ANALYTICS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92345Y106</cusip>
        <value>1459513</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5803</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3870</Sole>
            <Shared>0</Shared>
            <None>1933</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92343V104</cusip>
        <value>18097379</value>
        <shrsOrPrnAmt>
            <sshPrnamt>411772</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>75233</Sole>
            <Shared>18</Shared>
            <None>336521</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERTEX PHARMACEUTICALS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>92532F100</cusip>
        <value>9230563</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23569</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10369</Sole>
            <Shared>496</Shared>
            <None>12704</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VERTIV HOLDINGS CO</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>92537N108</cusip>
        <value>2131652</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14130</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9618</Sole>
            <Shared>0</Shared>
            <None>4512</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VICI PPTYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>925652109</cusip>
        <value>1486527</value>
        <shrsOrPrnAmt>
            <sshPrnamt>45585</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>32522</Sole>
            <Shared>0</Shared>
            <None>13063</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VISA INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>92826C839</cusip>
        <value>49242358</value>
        <shrsOrPrnAmt>
            <sshPrnamt>144245</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>28043</Sole>
            <Shared>6564</Shared>
            <None>109638</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VONTIER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>928881101</cusip>
        <value>4533</value>
        <shrsOrPrnAmt>
            <sshPrnamt>108</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>108</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>VULCAN MATLS CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>929160109</cusip>
        <value>36299</value>
        <shrsOrPrnAmt>
            <sshPrnamt>118</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>118</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WALMART INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>931142103</cusip>
        <value>18674678</value>
        <shrsOrPrnAmt>
            <sshPrnamt>181202</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>58677</Sole>
            <Shared>4732</Shared>
            <None>117793</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WASTE CONNECTIONS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>94106B101</cusip>
        <value>422088</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1833</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>1833</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WASTE MGMT INC DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>94106L109</cusip>
        <value>1861818</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8431</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>362</Shared>
            <None>8069</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WATERS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>941848103</cusip>
        <value>1416602</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4725</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3137</Sole>
            <Shared>0</Shared>
            <None>1588</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WATSCO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>942622200</cusip>
        <value>1030156</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2548</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1593</Sole>
            <Shared>0</Shared>
            <None>955</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WELLTOWER INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>95040Q104</cusip>
        <value>5483327</value>
        <shrsOrPrnAmt>
            <sshPrnamt>30781</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>30781</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WEST PHARMACEUTICAL SVSC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>955306105</cusip>
        <value>1443602</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5503</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3759</Sole>
            <Shared>0</Shared>
            <None>1744</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WESTERN DIGITAL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>958102105</cusip>
        <value>2847823</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23720</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15831</Sole>
            <Shared>0</Shared>
            <None>7889</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WHEATON PRECIOUS METALS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>962879102</cusip>
        <value>39371938</value>
        <shrsOrPrnAmt>
            <sshPrnamt>326668</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>45439</Sole>
            <Shared>0</Shared>
            <None>281229</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WILLIAMS COS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>969457100</cusip>
        <value>7563927</value>
        <shrsOrPrnAmt>
            <sshPrnamt>119399</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>119399</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WILLIAMS SONOMA INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>969904101</cusip>
        <value>2315692</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11848</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7881</Sole>
            <Shared>0</Shared>
            <None>3967</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WILLIS TOWERS WATSON PLC LTD</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G96629103</cusip>
        <value>3281430</value>
        <shrsOrPrnAmt>
            <sshPrnamt>9499</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2932</Sole>
            <Shared>0</Shared>
            <None>6567</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>WORKDAY INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>98138H101</cusip>
        <value>4989370</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20726</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4003</Sole>
            <Shared>0</Shared>
            <None>16723</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>XYLEM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>98419M100</cusip>
        <value>1944345</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13182</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>891</Sole>
            <Shared>0</Shared>
            <None>12291</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>YUM BRANDS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>988498101</cusip>
        <value>4150208</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27304</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>27304</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ZEBRA TECHNOLOGIES CORPORATI</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>989207105</cusip>
        <value>1590995</value>
        <shrsOrPrnAmt>
            <sshPrnamt>5354</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3610</Sole>
            <Shared>0</Shared>
            <None>1744</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ZILLOW GROUP INC</nameOfIssuer>
        <titleOfClass>CL C CAP STK</titleOfClass>
        <cusip>98954M200</cusip>
        <value>1055277</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13696</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>9152</Sole>
            <Shared>4114</Shared>
            <None>430</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ZIMMER BIOMET HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>98956P102</cusip>
        <value>1401852</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14232</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>0</Sole>
            <Shared>0</Shared>
            <None>14232</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ZOETIS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>98978V103</cusip>
        <value>8057550</value>
        <shrsOrPrnAmt>
            <sshPrnamt>55068</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11030</Sole>
            <Shared>1293</Shared>
            <None>42745</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ZOOM COMMUNICATIONS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>98980L101</cusip>
        <value>1701233</value>
        <shrsOrPrnAmt>
            <sshPrnamt>20621</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13931</Sole>
            <Shared>0</Shared>
            <None>6690</None>
        </votingAuthority>
    </infoTable>
</informationTable>
