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CORP COM 21037T109 1401800 5644 SH SOLE 5644 0 0 COOPER COS INC COM 216648501 304696 4249 SH SOLE 4249 0 0 COPART INC COM 217204106 555117 19692 SH SOLE 19692 0 0 CORNING INC COM 219350105 3505266 13723 SH SOLE 13723 0 0 CORPAY INC COM SHS 219948106 433918 1302 SH SOLE 1302 0 0 CORTEVA INC COM 22052L104 912450 10774 SH SOLE 10774 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 7546436 8067 SH SOLE 8067 0 0 COSTAR GROUP INC COM 22160N109 252444 8914 SH SOLE 8914 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 3179241 4166 SH SOLE 4166 0 0 CROWN CASTLE INC COM 22822V101 696034 9191 SH SOLE 9191 0 0 CUMMINS INC COM 231021106 1614707 2264 SH SOLE 2264 0 0 D R HORTON INC COM 23331A109 697615 4283 SH SOLE 4283 0 0 DTE ENERGY CO COM 233331107 560569 3679 SH SOLE 3679 0 0 DANAHER CORP DEL COM 235851102 3640835 19114 SH SOLE 19114 0 0 DARDEN RESTAURANTS INC COM 237194105 551077 2675 SH SOLE 2675 0 0 DATADOG INC CL A COM 23804L103 1508005 5792 SH SOLE 5792 0 0 DAVITA INC COM 23918K108 34707 156 SH SOLE 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ENERGY CORP NEW COM NEW 26441C204 1833511 14485 SH SOLE 14485 0 0 DUPONT DE NEMOURS INC COMMON STOCK 26614N201 473881 3494 SH SOLE 3494 0 0 EOG RES INC COM 26875P101 1345819 10374 SH SOLE 10374 0 0 EQT CORP COM 26884L109 657766 12371 SH SOLE 12371 0 0 EBAY INC. COM 278642103 952892 8527 SH SOLE 8527 0 0 ECHOSTAR CORP CL A 278768106 156227887 1539191 SH SOLE 1539191 0 0 ECOLAB INC COM 278865100 1143694 4105 SH SOLE 4105 0 0 EDISON INTL COM 281020107 578179 7766 SH SOLE 7766 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1750672 19353 SH SOLE 19353 0 0 ELECTRONIC ARTS INC COM 285512109 755982 3687 SH SOLE 3687 0 0 EMCOR GROUP INC COM 29084Q100 499588 602 SH SOLE 602 0 0 EMERSON ELEC CO COM 291011104 1332870 9311 SH SOLE 9311 0 0 EQUIFAX INC COM 294429105 407117 2565 SH SOLE 2565 0 0 EQUINIX INC COM 29444U700 1776233 1704 SH SOLE 1704 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 419536 6176 SH SOLE 6176 0 0 ERIE INDTY CO CL A 29530P102 104052 434 SH SOLE 434 0 0 ESSEX PPTY TR INC COM 297178105 171455 588 SH SOLE 588 0 0 EVERGY INC COM 30034W106 328261 3798 SH SOLE 3798 0 0 EVERSOURCE ENERGY COM 30040W108 554166 7668 SH SOLE 7668 0 0 EXELON CORP COM 30161N101 924055 19821 SH SOLE 19821 0 0 EXPEDIA GROUP INC COM NEW 30212P303 545536 2132 SH SOLE 2132 0 0 EXPEDITORS INTL WASH INC COM 302130109 337858 2073 SH SOLE 2073 0 0 EXTRA SPACE STORAGE INC COM 30225T102 602414 4146 SH SOLE 4146 0 0 EXXON MOBIL CORP COM 30231G102 9218346 67425 SH SOLE 67425 0 0 META PLATFORMS INC CL A 30303M102 14038313 24922 SH SOLE 24922 0 0 FACTSET RESH SYS INC COM 303075105 153924 669 SH SOLE 669 0 0 FAIR ISAAC CORP COM 303250104 1401477 1173 SH SOLE 1173 0 0 FASTENAL CO COM 311900104 1086871 22629 SH SOLE 22629 0 0 FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 73694 597 SH SOLE 597 0 0 FEDEX CORP COM 31428X106 1079672 3448 SH SOLE 3448 0 0 F5 INC COM 315616102 245416 590 SH SOLE 590 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 435728 11207 SH SOLE 11207 0 0 FIFTH THIRD BANCORP COM 316773100 762348 13524 SH SOLE 13524 0 0 FIRST SOLAR INC COM 336433107 395705 1677 SH SOLE 1677 0 0 FISERV INC COM 337738108 579231 11809 SH SOLE 11809 0 0 FIRSTENERGY CORP COM 337932107 539817 11355 SH SOLE 11355 0 0 FORD MTR CO COM 345370860 854225 61455 SH SOLE 61455 0 0 FORTINET INC COM 34959E109 4023615 26192 SH SOLE 26192 0 0 FORTIVE CORP COM 34959J108 365013 5975 SH SOLE 5975 0 0 FOX CORP CL A COM 35137L105 193357 3707 SH SOLE 3707 0 0 FOX CORP CL B COM 35137L204 103704 2214 SH SOLE 2214 0 0 FRANKLIN RESOURCES INC COM 354613101 187476 5635 SH SOLE 5635 0 0 FREEPORT MCMORAN INC CL B 35671D857 1739663 27662 SH SOLE 27662 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 589788 9214 SH SOLE 9214 0 0 GALLAGHER ARTHUR J & CO COM 363576109 1120302 4880 SH SOLE 4880 0 0 GARTNER INC COM 366651107 199744 1541 SH SOLE 1541 0 0 GENERAC HLDGS INC COM 368736104 257087 878 SH SOLE 878 0 0 GE AEROSPACE COM NEW 369604301 10655790 28512 SH SOLE 28512 0 0 GENERAL MILLS INC COM 370334104 401453 11536 SH SOLE 11536 0 0 GENERAL MTRS CO COM 37045V100 1224570 15887 SH SOLE 15887 0 0 GENUINE PARTS CO COM 372460105 670362 5682 SH SOLE 5682 0 0 GILEAD SCIENCES INC COM 375558103 7221342 57158 SH SOLE 57158 0 0 GLOBAL PMTS INC COM 37940X102 361131 4977 SH SOLE 4977 0 0 GLOBE LIFE INC COM 37959E102 224422 1256 SH SOLE 1256 0 0 GODADDY INC CL A 380237107 219415 2585 SH SOLE 2585 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 6609303 6535 SH SOLE 6535 0 0 WW GRAINGER INC COM 384802104 2156234 1585 SH SOLE 1585 0 0 HCA HEALTHCARE INC COM 40412C101 1412182 3622 SH SOLE 3622 0 0 HP INC COM 40434L105 418308 19066 SH SOLE 19066 0 0 HALLIBURTON CO COM 406216101 598097 17617 SH SOLE 17617 0 0 HARTFORD INSURANCE GROUP INC COM 416515104 759737 5733 SH SOLE 5733 0 0 HASBRO INC COM 418056107 180294 2183 SH SOLE 2183 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 297738 13913 SH SOLE 13913 0 0 HENRY JACK & ASSOC INC COM 426281101 187464 1361 SH SOLE 1361 0 0 HERSHEY CO COM 427866108 574599 3275 SH SOLE 3275 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1262088 27978 SH SOLE 27978 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 1260044 3813 SH SOLE 3813 0 0 HOME DEPOT INC COM 437076102 6708326 19021 SH SOLE 19021 0 0 HONEYWELL AEROSPACE INC COM 43849R105 3292323 14892 SH SOLE 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DR PEPPER INC COM 49271V100 906163 27686 SH SOLE 27686 0 0 KEYCORP COM 493267108 447908 19432 SH SOLE 19432 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 2664033 7610 SH SOLE 7610 0 0 KIMBERLY-CLARK CORP COM 494368103 738752 6730 SH SOLE 6730 0 0 KIMCO REALTY CORP COM 49446R109 327116 12904 SH SOLE 12904 0 0 KINDER MORGAN INC DEL COM 49456B101 1623884 50794 SH SOLE 50794 0 0 KRAFT HEINZ CO COM 500754106 438553 18567 SH SOLE 18567 0 0 KROGER CO COM 501044101 813903 14657 SH SOLE 14657 0 0 LABCORP HOLDINGS INC COM SHS 504922105 533960 1907 SH SOLE 1907 0 0 LAM RESEARCH CORP COM NEW 512807306 13399864 30923 SH SOLE 30923 0 0 LAS VEGAS SANDS CORP COM 517834107 309242 6695 SH SOLE 6695 0 0 LAUDER ESTEE COS INC CL A 518439104 402645 5100 SH SOLE 5100 0 0 LEIDOS HOLDINGS INC COM 525327102 269987 2622 SH SOLE 2622 0 0 LENNAR CORP CL A 526057104 913587 10096 SH SOLE 10096 0 0 LENNOX INTL INC COM 526107107 169593 296 SH SOLE 296 0 0 ELI LILLY & CO COM 532457108 29992947 25006 SH SOLE 25006 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 456676 2494 SH SOLE 2494 0 0 LOEWS CORP COM 540424108 412084 3640 SH SOLE 3640 0 0 LOWES COS INC COM 548661107 2227831 10104 SH SOLE 10104 0 0 LULULEMON ATHLETICA INC COM 550021109 244916 2145 SH SOLE 2145 0 0 LUMENTUM HLDGS INC COM 55024U109 1142078 1331 SH SOLE 1331 0 0 M & T BK CORP COM 55261F104 504105 2118 SH SOLE 2118 0 0 MGM RESORTS INTERNATIONAL COM 552953101 144195 3016 SH SOLE 3016 0 0 MSCI INC COM 55354G100 1952299 3486 SH SOLE 3486 0 0 MARATHON PETE CORP COM 56585A102 1271191 4972 SH SOLE 4972 0 0 MARSH & MCLENNAN COS INC COM 571748102 1671533 10029 SH SOLE 10029 0 0 MARRIOTT INTL INC NEW CL A 571903202 2514824 6786 SH SOLE 6786 0 0 MARTIN MARIETTA MATLS INC COM 573284106 1202996 2086 SH SOLE 2086 0 0 MASCO CORP COM 574599106 312949 3846 SH SOLE 3846 0 0 MASTERCARD INCORPORATED CL A 57636Q104 8774342 17084 SH SOLE 17084 0 0 MCCORMICK & CO INC COM NON VTG 579780206 260823 5173 SH SOLE 5173 0 0 MCDONALDS CORP COM 580135101 4038161 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