The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Apple Inc COM 037833100 BBG000B9XRY4 905,606,217 3,568,329 SH   SOLE   3,568,329 0 0
AbbVie Inc COM 00287Y109 BBG0025Y4RY4 157,212,212 722,848 SH   SOLE   722,848 0 0
Automatic Data Processing Inc COM 053015103 BBG000JG0547 109,316,732 538,029 SH   SOLE   538,029 0 0
Arthur J Gallagher & Co COM 363576109 BBG000BBHXQ3 25,733,602 118,818 SH   SOLE   118,818 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107 BBG000BFGNJ5 58,742,991 177,541 SH   SOLE   177,541 0 0
Applied Materials Inc COM 038222105 BBG000BBPFB9 106,933,445 312,863 SH   SOLE   312,863 0 0
Advanced Micro Devices Inc COM 007903107 BBG000BBQCY0 39,046,354 191,940 SH   SOLE   191,940 0 0
AMETEK Inc COM 031100100 BBG000B9XG87 74,566,841 347,858 SH   SOLE   347,858 0 0
Amazon.com Inc COM 023135106 BBG000BVPV84 626,184,165 3,006,598 SH   SOLE   3,006,598 0 0
Arista Networks Inc COM 040413205 BBG000N2HDY5 166,294,214 1,354,408 SH   SOLE   1,354,408 0 0
Amphenol Corp COM 032095101 BBG000B9YJ35 68,559,532 542,616 SH   SOLE   542,616 0 0
Apollo Global Management Inc COM 03769M106 BBG00ZNLTFK3 26,141,026 234,617 SH   SOLE   234,617 0 0
Argenx SE ADR 04016X101 BBG00GHB88X9 42,987,627 58,867 SH   SOLE   58,867 0 0
ASML Holding NV NYREG N07059210 BBG000K6MRN4 7,091,536 5,369 SH   SOLE   5,369 0 0
Broadcom Inc COM 11135F101 BBG00KHY5S69 346,525,848 1,119,595 SH   SOLE   1,119,595 0 0
Bank of America Corp COM 060505104 BBG000BCTLF6 130,129,106 2,669,315 SH   SOLE   2,669,315 0 0
BJ's Wholesale Club Holdings Inc COM 05550J101 BBG00FQ8T4G3 53,131,939 539,849 SH   SOLE   539,849 0 0
Bank of New York Mellon Corp/The COM 064058100 BBG000BD8PN9 60,475,201 509,780 SH   SOLE   509,780 0 0
Booking Holdings Inc COM 09857L108 BBG000BLBVN4 161,183,681 38,283 SH   SOLE   38,283 0 0
TopBuild Corp COM 89055F103 BBG0077VS2C0 50,282,974 143,134 SH   SOLE   143,134 0 0
Brookfield Corp COM 11271J107 BBG000C9K6K8 16,374,515 404,309 SH   SOLE   404,309 0 0
Brookfield Corp COM 11271J107 BBG000C9KL89 1,379,541 34,088 SH   SOLE   34,088 0 0
Berkshire Hathaway Inc COM 084670702 BBG000DWG505 163,579,233 341,359 SH   SOLE   341,359 0 0
Chubb Ltd COM H1467J104 BBG000BR14K5 1,798,482 5,518 SH   SOLE   5,518 0 0
Church & Dwight Co Inc COM 171340102 BBG000BFJT36 47,931,112 513,621 SH   SOLE   513,621 0 0
CME Group Inc COM 12572Q105 BBG000BHLYP4 311,868,039 1,055,927 SH   SOLE   1,055,927 0 0
Canadian Natural Resources Ltd COM 136385101 BBG0014LGC02 5,758,701 84,874 SH   SOLE   84,874 0 0
Canadian Pacific Kansas City Ltd COM 13646K108 BBG000DMM476 47,789,676 436,555 SH   SOLE   436,555 0 0
Copart Inc COM 217204106 BBG000BM9RH1 25,744,376 775,433 SH   SOLE   775,433 0 0
CRH PLC COM G25508105 BBG000D3JXM1 42,474,787 404,060 SH   SOLE   404,060 0 0
Crowdstrike Holdings Inc COM 22788C105 BBG00BLYKS03 35,644,433 91,300 SH   SOLE   91,300 0 0
Cintas Corp COM 172908105 BBG000H3YXF8 37,615,383 222,392 SH   SOLE   222,392 0 0
Coterra Energy Inc COM 127097103 BBG000C3GN47 36,404,443 1,035,983 SH   SOLE   1,035,983 0 0
CareTrust REIT Inc REIT 14174T107 BBG005KC4Z70 59,474,960 1,622,782 SH   SOLE   1,622,782 0 0
Cenovus Energy Inc COM 15135U109 BBG000FT86F1 47,631,602 1,294,337 SH   SOLE   1,294,337 0 0
Chevron Corp COM 166764100 BBG000K4ND22 1,232,503 5,957 SH   SOLE   5,957 0 0
Delta Air Lines Inc COM 247361702 BBG000R7Z112 373,779,412 5,622,434 SH   SOLE   5,622,434 0 0
Dell Technologies Inc COM 24703L202 BBG00DW3SZS1 40,691,274 247,921 SH   SOLE   247,921 0 0
Dollar General Corp COM 256677105 BBG000NV1KK7 267,778,655 2,255,358 SH   SOLE   2,255,358 0 0
Elevance Health Inc COM 036752103 BBG000BCG930 35,404,600 120,938 SH   SOLE   120,938 0 0
EOG Resources Inc COM 26875P101 BBG000BZ9223 151,237,135 1,046,117 SH   SOLE   1,046,117 0 0
Eversource Energy COM 30040W108 BBG000BQ87N0 976,017 14,088 SH   SOLE   14,088 0 0
Entergy Corp COM 29364G103 BBG000C1FQS9 1,056,633 9,404 SH   SOLE   9,404 0 0
Expeditors International of Washington Inc COM 302130109 BBG000BJ5GK2 48,331,961 337,443 SH   SOLE   337,443 0 0
Ford Motor Co COM 345370860 BBG000BQPC32 25,113,348 2,176,200 SH   SOLE   2,176,200 0 0
Freeport-McMoRan Inc COM 35671D857 BBG000BJDB15 50,401,499 857,460 SH   SOLE   857,460 0 0
General Electric Co COM 369604301 BBG000BK6MB5 6,558,492 23,112 SH   SOLE   23,112 0 0
Gilead Sciences Inc COM 375558103 BBG000CKGBP2 1,610,142 11,553 SH   SOLE   11,553 0 0
General Motors Co COM 37045V100 BBG000NDYB67 237,741,644 3,191,163 SH   SOLE   3,191,163 0 0
Alphabet Inc COM 02079K305 BBG009S39JX6 970,711,691 3,375,684 SH   SOLE   3,375,684 0 0
Halliburton Co COM 406216101 BBG000BKTFN2 20,640,760 529,386 SH   SOLE   529,386 0 0
HCA Healthcare Inc COM 40412C101 BBG000QW7VC1 328,523,208 694,200 SH   SOLE   694,200 0 0
HEICO Corp COM 422806208 BBG000F0CD91 31,112,766 147,391 SH   SOLE   147,391 0 0
Installed Building Products Inc COM 45780R101 BBG005TJKDZ6 44,409,443 167,488 SH   SOLE   167,488 0 0
IDACORP Inc COM 451107106 BBG000BLR3Y7 66,177,239 462,875 SH   SOLE   462,875 0 0
IDEXX Laboratories Inc COM 45168D104 BBG000BLRT07 61,514,593 109,478 SH   SOLE   109,478 0 0
Intuit Inc COM 461202103 BBG000BH5DV1 29,948,368 69,264 SH   SOLE   69,264 0 0
Jones Lang LaSalle Inc COM 48020Q107 BBG000C2L2L0 52,007,071 170,896 SH   SOLE   170,896 0 0
Johnson & Johnson COM 478160104 BBG000BMHYD1 76,933,090 314,732 SH   SOLE   314,732 0 0
JPMorgan Chase & Co COM 46625H100 BBG000DMBXR2 167,191,425 568,369 SH   SOLE   568,369 0 0
KB Financial Group Inc ADR 48241A105 BBG000J600W9 4,752,135 47,650 SH   SOLE   47,650 0 0
KLA Corp COM 482480100 BBG000BMTFR4 28,691,381 19,486 SH   SOLE   19,486 0 0
Kinder Morgan Inc COM 49456B101 BBG0019JZ882 84,686,520 2,525,694 SH   SOLE   2,525,694 0 0
Kinsale Capital Group Inc COM 49714P108 BBG00D8JD9Z9 192,802,496 564,311 SH   SOLE   564,311 0 0
Lithia Motors Inc COM 536797103 BBG000K3BC83 45,864,574 183,664 SH   SOLE   183,664 0 0
Lear Corp COM 521865204 BBG000PTLGZ1 33,370,738 275,609 SH   SOLE   275,609 0 0
Eli Lilly & Co COM 532457108 BBG000BNBDC2 128,384,256 139,583 SH   SOLE   139,583 0 0
Lam Research Corp COM 512807306 BBG000BNFLM9 27,683,499 129,568 SH   SOLE   129,568 0 0
McDonald's Corp COM 580135101 BBG000BNSZP1 90,420,932 290,939 SH   SOLE   290,939 0 0
MercadoLibre Inc COM 58733R102 BBG000GQPB11 14,492,646 8,382 SH   SOLE   8,382 0 0
Meta Platforms Inc COM 30303M102 BBG000MM2P62 444,150,812 776,311 SH   SOLE   776,311 0 0
Marathon Petroleum Corp COM 56585A102 BBG001DCCGR8 1,219,435 4,994 SH   SOLE   4,994 0 0
Morgan Stanley COM 617446448 BBG000BLZRJ2 79,058,111 480,392 SH   SOLE   480,392 0 0
Microsoft Corp COM 594918104 BBG000BPH459 827,900,752 2,236,542 SH   SOLE   2,236,542 0 0
Mettler-Toledo International Inc COM 592688105 BBG000BZCKH3 64,978,285 51,521 SH   SOLE   51,521 0 0
Micron Technology Inc COM 595112103 BBG000C5Z1S3 52,445,606 155,238 SH   SOLE   155,238 0 0
Newmont Corp COM 651639106 BBG000BPWXK1 190,360,331 1,758,525 SH   SOLE   1,758,525 0 0
Netflix Inc COM 64110L106 BBG000CL9VN6 110,482,119 1,149,060 SH   SOLE   1,149,060 0 0
Northrop Grumman Corp COM 666807102 BBG000BQ2C28 156,776,023 229,796 SH   SOLE   229,796 0 0
NOV Inc COM 62955J103 BBG000BJX8C8 1,062,464 56,484 SH   SOLE   56,484 0 0
NRG Energy Inc COM 629377508 BBG000D8RG11 786,233 5,380 SH   SOLE   5,380 0 0
NU Holdings Ltd/Cayman Islands COM G6683N103 BBG0136WM1M4 37,709,524 2,624,184 SH   SOLE   2,624,184 0 0
NVIDIA Corp COM 67066G104 BBG000BBJQV0 1,144,981,518 6,565,261 SH   SOLE   6,565,261 0 0
NXP Semiconductors NV COM N6596X109 BBG000BND699 27,051,123 137,413 SH   SOLE   137,413 0 0
Old Dominion Freight Line Inc COM 679580100 BBG000CHSS88 215,557,659 1,103,161 SH   SOLE   1,103,161 0 0
OGE Energy Corp COM 670837103 BBG000BQGLS5 58,912,242 1,228,362 SH   SOLE   1,228,362 0 0
Ollie's Bargain Outlet Holdings Inc COM 681116109 BBG0098VVDT9 23,261,637 252,734 SH   SOLE   252,734 0 0
Oracle Corp COM 68389X105 BBG000BQLTW7 91,025,931 618,761 SH   SOLE   618,761 0 0
Occidental Petroleum Corp COM 674599105 BBG000BQQ2S6 47,139,495 725,223 SH   SOLE   725,223 0 0
Palo Alto Networks Inc COM 697435105 BBG0014GJCT9 47,519,970 296,407 SH   SOLE   296,407 0 0
PACCAR Inc COM 693718108 BBG000BQVTF5 55,514,844 480,648 SH   SOLE   480,648 0 0
PG&E Corp COM 69331C108 BBG000BQWPC5 962,713 54,793 SH   SOLE   54,793 0 0
PepsiCo Inc COM 713448108 BBG000DH7JK6 117,163,820 754,484 SH   SOLE   754,484 0 0
Progressive Corp/The COM 743315103 BBG000BR37X2 307,346,935 1,550,378 SH   SOLE   1,550,378 0 0
Parker-Hannifin Corp COM 701094104 BBG000BR3KL6 73,987,110 82,645 SH   SOLE   82,645 0 0
Prologis Inc REIT 74340W103 BBG000B9Z0J8 56,886,174 430,369 SH   SOLE   430,369 0 0
Palantir Technologies Inc COM 69608A108 BBG000N7QR55 160,236,136 1,095,407 SH   SOLE   1,095,407 0 0
PNC Financial Services Group Inc/The ADR 693475105 BBG000BRD0D8 44,791,164 215,249 SH   SOLE   215,249 0 0
Primerica Inc COM 74164M108 BBG000T8ZF80 61,415,943 245,193 SH   SOLE   245,193 0 0
Phillips 66 COM 718546104 BBG00286S4N9 2,190,532 12,024 SH   SOLE   12,024 0 0
ResMed Inc COM 761152107 BBG000L4M7F1 46,701,493 208,043 SH   SOLE   208,043 0 0
Rollins Inc COM 775711104 BBG000BSBBP1 40,613,124 760,403 SH   SOLE   760,403 0 0
RPM International Inc COM 749685103 BBG000DCNK80 24,568,400 247,167 SH   SOLE   247,167 0 0
Range Resources Corp COM 75281A109 BBG000FVXD63 38,588,057 854,096 SH   SOLE   854,096 0 0
Reliance Inc COM 759509102 BBG000CJ2181 39,161,612 128,855 SH   SOLE   128,855 0 0
Saia Inc COM 78709Y105 BBG000P5LMQ0 33,286,590 94,758 SH   SOLE   94,758 0 0
Shell PLC ADR 780259305 BBG0147BN6G2 9,596,019 103,183 SH   SOLE   103,183 0 0
Shopify Inc COM 82509L107 BBG008HBD923 57,756,315 486,902 SH   SOLE   486,902 0 0
Sylvamo Corp COM 871332102 BBG0122M8031 14,512,312 343,568 SH   SOLE   343,568 0 0
Synopsys Inc COM 871607107 BBG000BSFRF3 51,181,603 129,090 SH   SOLE   129,090 0 0
STERIS PLC COM G8473T100 BBG00MRHG523 53,570,290 242,257 SH   SOLE   242,257 0 0
Steel Dynamics Inc COM 858119100 BBG000HGYNZ9 485,342,460 2,696,347 SH   SOLE   2,696,347 0 0
Seagate Technology Holdings PLC COM G7997R103 BBG0113JGQF0 14,307,075 36,520 SH   SOLE   36,520 0 0
Suncor Energy Inc COM 867224107 BBG000BC1LY5 93,417,179 1,412,843 SH   SOLE   1,412,843 0 0
Sunbelt Rentals Holdings Inc COM 866966104 BBG020NKPSZ0 24,154,039 384,496 SH   SOLE   384,496 0 0
Sunbelt Rentals Holdings Inc COM 866966104 BBG01ZZ7RBW8 11,762,349 180,709 SH   SOLE   180,709 0 0
Stryker Corp COM 863667101 BBG000DN7P92 68,540,260 208,589 SH   SOLE   208,589 0 0
Thor Industries Inc COM 885160101 BBG000BV6R84 261,600,204 3,274,505 SH   SOLE   3,274,505 0 0
T-Mobile US Inc COM 872590104 BBG000NDV1D4 83,536,702 397,737 SH   SOLE   397,737 0 0
Tesla Inc COM 88160R101 BBG000N9MNX3 76,927,343 206,933 SH   SOLE   206,933 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 BBG000BD8ZK0 562,105,138 1,663,279 SH   SOLE   1,663,279 0 0
Tyson Foods Inc COM 902494103 BBG000DKCC19 66,438,219 1,036,963 SH   SOLE   1,036,963 0 0
United Airlines Holdings Inc COM 910047109 BBG000M65M61 1,067,368 11,593 SH   SOLE   11,593 0 0
UBS Group AG COM H42097107 BBG007936GV2 52,825,454 1,719,019 SH   SOLE   1,719,019 0 0
UnitedHealth Group Inc COM 91324P102 BBG000CH5208 61,646,355 227,822 SH   SOLE   227,822 0 0
Union Pacific Corp COM 907818108 BBG000BW3299 62,532,879 257,740 SH   SOLE   257,740 0 0
Visa Inc COM 92826C839 BBG000PSKYX7 408,116,485 1,350,306 SH   SOLE   1,350,306 0 0
Valero Energy Corp COM 91913Y100 BBG000BBGGQ1 279,377,309 1,130,716 SH   SOLE   1,130,716 0 0
Vertex Pharmaceuticals Inc COM 92532F100 BBG000C1S2X2 196,660,235 440,409 SH   SOLE   440,409 0 0
Welltower Inc REIT 95040Q104 BBG000BKY1G5 1,656,414 8,378 SH   SOLE   8,378 0 0
Walmart Inc COM 931142103 BBG000BWXBC2 100,957,615 812,340 SH   SOLE   812,340 0 0
Exxon Mobil Corp COM 30231G102 BBG000GZQ728 20,418,581 120,350 SH   SOLE   120,350 0 0