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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   4,943,386 32,471 SH   SOLE   32,471 0 0
ABBOTT LABS COM 002824100   8,543,605 62,816 SH   SOLE   62,816 0 0
ABBVIE INC COM 00287Y109   12,368,419 66,633 SH   SOLE   66,633 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,244,279 4,163 SH   SOLE   4,163 0 0
ADOBE INC COM 00724F101   3,379,397 8,735 SH   SOLE   8,735 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   1,320,890 11,500 SH   SOLE   11,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,613,879 32,515 SH   SOLE   32,515 0 0
AECOM COM 00766T100   2,102,695 18,631 SH   SOLE   18,631 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   1,804,727 15,293 SH   SOLE   15,293 0 0
AIR PRODS & CHEMS INC COM 009158106   1,229,217 4,358 SH   SOLE   4,358 0 0
ALPHABET INC CAP STK CL C 02079K107   8,363,229 47,146 SH   SOLE   47,146 0 0
ALPHABET INC CAP STK CL A 02079K305   21,960,374 124,612 SH   SOLE   124,612 0 0
ALTRIA GROUP INC COM 02209S103   488,153 8,326 SH   SOLE   8,326 0 0
AMAZON COM INC COM 023135106   32,546,507 148,350 SH   SOLE   148,350 0 0
AMERICAN EXPRESS CO COM 025816109   4,459,021 13,979 SH   SOLE   13,979 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   227,241 2,655 SH   SOLE   2,655 0 0
AMERICAN TOWER CORP NEW COM 03027X100   377,944 1,710 SH   SOLE   1,710 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,030,805 7,410 SH   SOLE   7,410 0 0
AMERIPRISE FINL INC COM 03076C106   790,988 1,482 SH   SOLE   1,482 0 0
AMGEN INC COM 031162100   2,773,951 9,935 SH   SOLE   9,935 0 0
AMPHENOL CORP NEW CL A 032095101   490,294 4,965 SH   SOLE   4,965 0 0
AMRIZE LTD SHS H2927K103   907,806 18,321 SH   SOLE   18,321 0 0
ANALOG DEVICES INC COM 032654105   1,660,665 6,977 SH   SOLE   6,977 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   1,468,638 10,352 SH   SOLE   10,352 0 0
APPLE INC COM 037833100   35,062,117 170,893 SH   SOLE   170,893 0 0
APPLIED MATLS INC COM 038222105   3,305,695 18,057 SH   SOLE   18,057 0 0
APPLOVIN CORP COM CL A 03831W108   288,116 823 SH   SOLE   823 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   715,644 13,559 SH   SOLE   13,559 0 0
ARISTA NETWORKS INC COM SHS 040413205   4,372,934 42,742 SH   SOLE   42,742 0 0
AT&T INC COM 00206R102   3,355,043 115,931 SH   SOLE   115,931 0 0
ATMOS ENERGY CORP COM 049560105   207,432 1,346 SH   SOLE   1,346 0 0
AUTODESK INC COM 052769106   2,080,620 6,721 SH   SOLE   6,721 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   7,297,669 23,663 SH   SOLE   23,663 0 0
AUTOZONE INC COM 053332102   2,468,633 665 SH   SOLE   665 0 0
AXON ENTERPRISE INC COM 05464C101   394,099 476 SH   SOLE   476 0 0
BANK AMERICA CORP COM 060505104   5,291,133 111,816 SH   SOLE   111,816 0 0
BANK NEW YORK MELLON CORP COM 064058100   761,953 8,363 SH   SOLE   8,363 0 0
BECTON DICKINSON & CO COM 075887109   965,806 5,607 SH   SOLE   5,607 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   2,915,200 4 SH   SOLE   4 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,365,214 4,869 SH   SOLE   4,869 0 0
BEST BUY INC COM 086516101   394,993 5,884 SH   SOLE   5,884 0 0
BIO RAD LABS INC CL A 090572207   1,077,011 4,463 SH   SOLE   4,463 0 0
BLACKROCK INC COM 09290D101   1,325,203 1,263 SH   SOLE   1,263 0 0
BLACKSTONE INC COM 09260D107   871,304 5,825 SH   SOLE   5,825 0 0
BOOKING HOLDINGS INC COM 09857L108   4,614,023 797 SH   SOLE   797 0 0
BOSTON SCIENTIFIC CORP COM 101137107   5,233,874 48,728 SH   SOLE   48,728 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   3,751,850 81,051 SH   SOLE   81,051 0 0
BROADCOM INC COM 11135F101   21,770,562 78,979 SH   SOLE   78,979 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,500,584 11,360 SH   SOLE   11,360 0 0
CAPITAL ONE FINL CORP COM 14040H105   3,336,289 15,681 SH   SOLE   15,681 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   1,949,123 26,631 SH   SOLE   26,631 0 0
CATERPILLAR INC COM 149123101   2,935,256 7,561 SH   SOLE   7,561 0 0
CBRE GROUP INC CL A 12504L109   2,705,718 19,310 SH   SOLE   19,310 0 0
CENCORA INC COM 03073E105   1,128,036 3,762 SH   SOLE   3,762 0 0
CENTENE CORP DEL COM 15135B101   2,051,567 37,796 SH   SOLE   37,796 0 0
CHENIERE ENERGY INC COM NEW 16411R208   244,007 1,002 SH   SOLE   1,002 0 0
CHEVRON CORP NEW COM 166764100   1,677,471 11,715 SH   SOLE   11,715 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   473,849 8,439 SH   SOLE   8,439 0 0
CHUBB LIMITED COM H1467J104   5,593,624 19,307 SH   SOLE   19,307 0 0
CINTAS CORP COM 172908105   1,647,901 7,394 SH   SOLE   7,394 0 0
CISCO SYS INC COM 17275R102   15,972,318 230,215 SH   SOLE   230,215 0 0
CITIGROUP INC COM NEW 172967424   4,556,048 53,525 SH   SOLE   53,525 0 0
CLOROX CO DEL COM 189054109   531,550 4,427 SH   SOLE   4,427 0 0
CLOUDFLARE INC CL A COM 18915M107   1,567,815 8,006 SH   SOLE   8,006 0 0
CME GROUP INC COM 12572Q105   9,084,435 32,960 SH   SOLE   32,960 0 0
CMS ENERGY CORP COM 125896100   820,137 11,838 SH   SOLE   11,838 0 0
COCA COLA CO COM 191216100   8,547,308 120,810 SH   SOLE   120,810 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   1,526,033 4,354 SH   SOLE   4,354 0 0
COLGATE PALMOLIVE CO COM 194162103   2,551,563 28,070 SH   SOLE   28,070 0 0
COMCAST CORP NEW CL A 20030N101   2,794,420 78,297 SH   SOLE   78,297 0 0
CONOCOPHILLIPS COM 20825C104   851,453 9,488 SH   SOLE   9,488 0 0
CORNING INC COM 219350105   2,361,080 44,896 SH   SOLE   44,896 0 0
CORTEVA INC COM 22052L104   244,309 3,278 SH   SOLE   3,278 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,070,633 4,112 SH   SOLE   4,112 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   479,261 941 SH   SOLE   941 0 0
CROWN CASTLE INC COM 22822V101   1,124,791 10,949 SH   SOLE   10,949 0 0
CSX CORP COM 126408103   214,477 6,573 SH   SOLE   6,573 0 0
CUMMINS INC COM 231021106   2,155,606 6,582 SH   SOLE   6,582 0 0
CVS HEALTH CORP COM 126650100   294,200 4,265 SH   SOLE   4,265 0 0
D R HORTON INC COM 23331A109   295,742 2,294 SH   SOLE   2,294 0 0
DANAHER CORPORATION COM 235851102   1,745,858 8,838 SH   SOLE   8,838 0 0
DEERE & CO COM 244199105   3,615,364 7,110 SH   SOLE   7,110 0 0
DEVON ENERGY CORP NEW COM 25179M103   829,541 26,078 SH   SOLE   26,078 0 0
DIGITAL RLTY TR INC COM 253868103   211,637 1,214 SH   SOLE   1,214 0 0
DISNEY WALT CO COM 254687106   8,440,740 68,065 SH   SOLE   68,065 0 0
DOLLAR GEN CORP NEW COM 256677105   2,179,168 19,052 SH   SOLE   19,052 0 0
DOORDASH INC CL A 25809K105   448,895 1,821 SH   SOLE   1,821 0 0
DOW INC COM 260557103   556,663 21,022 SH   SOLE   21,022 0 0
DUPONT DE NEMOURS INC COM 26614N102   479,033 6,984 SH   SOLE   6,984 0 0
DYNATRACE INC COM NEW 268150109   964,077 17,462 SH   SOLE   17,462 0 0
EATON CORP PLC SHS G29183103   1,087,392 3,046 SH   SOLE   3,046 0 0
EBAY INC. COM 278642103   630,304 8,465 SH   SOLE   8,465 0 0
ECOLAB INC COM 278865100   3,723,391 13,819 SH   SOLE   13,819 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,742,050 22,274 SH   SOLE   22,274 0 0
ELECTRONIC ARTS INC COM 285512109   2,195,556 13,748 SH   SOLE   13,748 0 0
ELEVANCE HEALTH INC COM 036752103   1,994,198 5,127 SH   SOLE   5,127 0 0
ELI LILLY & CO COM 532457108   19,602,842 25,147 SH   SOLE   25,147 0 0
EMERSON ELEC CO COM 291011104   851,713 6,388 SH   SOLE   6,388 0 0
ENSIGN GROUP INC COM 29358P101   1,928,250 12,500 SH   SOLE   12,500 0 0
EOG RES INC COM 26875P101   382,274 3,196 SH   SOLE   3,196 0 0
EQUIFAX INC COM 294429105   233,693 901 SH   SOLE   901 0 0
EQUINIX INC COM 29444U700   939,450 1,181 SH   SOLE   1,181 0 0
EVERSOURCE ENERGY COM 30040W108   814,082 12,796 SH   SOLE   12,796 0 0
EXELON CORP COM 30161N101   825,284 19,007 SH   SOLE   19,007 0 0
EXPAND ENERGY CORPORATION COM 165167735   1,976,286 16,900 SH   SOLE   16,900 0 0
EXXON MOBIL CORP COM 30231G102   2,660,073 24,676 SH   SOLE   24,676 0 0
FASTENAL CO COM 311900104   5,700,240 135,720 SH   SOLE   135,720 0 0
FEDEX CORP COM 31428X106   2,438,808 10,729 SH   SOLE   10,729 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   793,748 9,750 SH   SOLE   9,750 0 0
FIRST HORIZON CORPORATION COM 320517105   2,370,160 111,800 SH   SOLE   111,800 0 0
FISERV INC COM 337738108   2,052,369 11,904 SH   SOLE   11,904 0 0
FORD MTR CO COM 345370860   775,146 71,442 SH   SOLE   71,442 0 0
FORTINET INC COM 34959E109   2,737,831 25,897 SH   SOLE   25,897 0 0
FREEPORT-MCMORAN INC CL B 35671D857   211,158 4,871 SH   SOLE   4,871 0 0
GALLAGHER ARTHUR J & CO COM 363576109   289,068 903 SH   SOLE   903 0 0
GE AEROSPACE COM NEW 369604301   2,724,216 10,584 SH   SOLE   10,584 0 0
GE VERNOVA INC COM 36828A101   2,505,526 4,735 SH   SOLE   4,735 0 0
GENERAL MLS INC COM 370334104   1,422,288 27,452 SH   SOLE   27,452 0 0
GILEAD SCIENCES INC COM 375558103   3,089,171 27,863 SH   SOLE   27,863 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   4,923,818 6,957 SH   SOLE   6,957 0 0
GRAINGER W W INC COM 384802104   2,161,618 2,078 SH   SOLE   2,078 0 0
HALLIBURTON CO COM 406216101   360,155 17,672 SH   SOLE   17,672 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   919,047 7,244 SH   SOLE   7,244 0 0
HCA HEALTHCARE INC COM 40412C101   251,314 656 SH   SOLE   656 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,040,373 50,874 SH   SOLE   50,874 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,240,292 12,166 SH   SOLE   12,166 0 0
HOME DEPOT INC COM 437076102   10,623,759 28,976 SH   SOLE   28,976 0 0
HONEYWELL INTL INC COM 438516106   563,104 2,418 SH   SOLE   2,418 0 0
HOST HOTELS & RESORTS INC COM 44107P104   162,816 10,600 SH   SOLE   10,600 0 0
HOWMET AEROSPACE INC COM 443201108   347,877 1,869 SH   SOLE   1,869 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,048,219 8,284 SH   SOLE   8,284 0 0
INGERSOLL RAND INC COM 45687V106   1,516,205 18,228 SH   SOLE   18,228 0 0
INTEL CORP COM 458140100   1,247,187 55,678 SH   SOLE   55,678 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,368,413 12,909 SH   SOLE   12,909 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   6,179,179 20,962 SH   SOLE   20,962 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   1,078,538 14,664 SH   SOLE   14,664 0 0
INTUIT COM 461202103   3,890,104 4,939 SH   SOLE   4,939 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   5,687,873 10,467 SH   SOLE   10,467 0 0
IRON MTN INC DEL COM 46284V101   1,891,083 18,437 SH   SOLE   18,437 0 0
JABIL INC COM 466313103   1,949,814 8,940 SH   SOLE   8,940 0 0
JOHNSON & JOHNSON COM 478160104   2,351,892 15,397 SH   SOLE   15,397 0 0
JOHNSON CTLS INTL PLC SHS G51502105   2,411,199 22,829 SH   SOLE   22,829 0 0
JPMORGAN CHASE & CO. COM 46625H100   21,484,360 74,107 SH   SOLE   74,107 0 0
KIMBERLY-CLARK CORP COM 494368103   1,486,061 11,527 SH   SOLE   11,527 0 0
KINDER MORGAN INC DEL COM 49456B101   233,818 7,953 SH   SOLE   7,953 0 0
KKR & CO INC COM 48251W104   280,161 2,106 SH   SOLE   2,106 0 0
KLA CORP COM NEW 482480100   1,892,698 2,113 SH   SOLE   2,113 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,427,214 32,268 SH   SOLE   32,268 0 0
KRAFT HEINZ CO COM 500754106   591,820 22,921 SH   SOLE   22,921 0 0
LAM RESEARCH CORP COM NEW 512807306   6,035,956 62,009 SH   SOLE   62,009 0 0
LAUDER ESTEE COS INC CL A 518439104   247,248 3,060 SH   SOLE   3,060 0 0
LINDE PLC SHS G54950103   9,216,103 19,643 SH   SOLE   19,643 0 0
LOWES COS INC COM 548661107   3,643,771 16,423 SH   SOLE   16,423 0 0
MARATHON PETE CORP COM 56585A102   237,703 1,431 SH   SOLE   1,431 0 0
MARKEL GROUP INC COM 570535104   1,036,630 519 SH   SOLE   519 0 0
MARRIOTT INTL INC NEW CL A 571903202   604,614 2,213 SH   SOLE   2,213 0 0
MARSH & MCLENNAN COS INC COM 571748102   1,966,666 8,995 SH   SOLE   8,995 0 0
MARVELL TECHNOLOGY INC COM 573874104   227,324 2,937 SH   SOLE   2,937 0 0
MASCO CORP COM 574599106   564,501 8,771 SH   SOLE   8,771 0 0
MASTERCARD INCORPORATED CL A 57636Q104   9,550,170 16,995 SH   SOLE   16,995 0 0
MCCORMICK & CO INC COM NON VTG 579780206   1,214,939 16,024 SH   SOLE   16,024 0 0
MCDONALDS CORP COM 580135101   7,859,373 26,900 SH   SOLE   26,900 0 0
MCKESSON CORP COM 58155Q103   322,423 440 SH   SOLE   440 0 0
MEDTRONIC PLC SHS G5960L103   1,302,495 14,942 SH   SOLE   14,942 0 0
MERCADOLIBRE INC COM 58733R102   3,217,379 1,231 SH   SOLE   1,231 0 0
MERCK & CO INC COM 58933Y105   2,916,571 36,844 SH   SOLE   36,844 0 0
META PLATFORMS INC CL A 30303M102   27,287,927 36,971 SH   SOLE   36,971 0 0
MICRON TECHNOLOGY INC COM 595112103   4,975,357 40,368 SH   SOLE   40,368 0 0
MICROSOFT CORP COM 594918104   62,533,391 125,718 SH   SOLE   125,718 0 0
MICROSTRATEGY INC CL A NEW 594972408   354,914 878 SH   SOLE   878 0 0
MONDELEZ INTL INC CL A 609207105   2,793,230 41,418 SH   SOLE   41,418 0 0
MONGODB INC CL A 60937P106   1,727,378 8,226 SH   SOLE   8,226 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   704,858 32,200 SH   SOLE   32,200 0 0
MOODYS CORP COM 615369105   997,662 1,989 SH   SOLE   1,989 0 0
MORGAN STANLEY COM NEW 617446448   3,274,573 23,247 SH   SOLE   23,247 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,783,171 4,241 SH   SOLE   4,241 0 0
MSA SAFETY INC COM 553498106   505,773 3,019 SH   SOLE   3,019 0 0
NETAPP INC COM 64110D104   1,602,513 15,040 SH   SOLE   15,040 0 0
NETFLIX INC COM 64110L106   17,959,075 13,411 SH   SOLE   13,411 0 0
NEW YORK TIMES CO CL A 650111107   1,232,736 22,021 SH   SOLE   22,021 0 0
NEWMONT CORP COM 651639106   2,511,122 43,102 SH   SOLE   43,102 0 0
NEXTERA ENERGY INC COM 65339F101   954,108 13,744 SH   SOLE   13,744 0 0
NIKE INC CL B 654106103   4,094,745 57,640 SH   SOLE   57,640 0 0
NORFOLK SOUTHN CORP COM 655844108   223,974 875 SH   SOLE   875 0 0
NORTHERN TR CORP COM 665859104   760,233 5,996 SH   SOLE   5,996 0 0
NVIDIA CORPORATION COM 67066G104   57,006,582 360,824 SH   SOLE   360,824 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,607,581 9,905 SH   SOLE   9,905 0 0
ONEOK INC NEW COM 682680103   229,625 2,813 SH   SOLE   2,813 0 0
ORACLE CORP COM 68389X105   11,181,176 51,142 SH   SOLE   51,142 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   266,334 2,955 SH   SOLE   2,955 0 0
OTIS WORLDWIDE CORP COM 68902V107   734,134 7,414 SH   SOLE   7,414 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   7,604,884 55,787 SH   SOLE   55,787 0 0
PALO ALTO NETWORKS INC COM 697435105   2,396,948 11,713 SH   SOLE   11,713 0 0
PARKER-HANNIFIN CORP COM 701094104   2,078,646 2,976 SH   SOLE   2,976 0 0
PAYCHEX INC COM 704326107   204,517 1,406 SH   SOLE   1,406 0 0
PAYPAL HLDGS INC COM 70450Y103   1,506,318 20,268 SH   SOLE   20,268 0 0
PEPSICO INC COM 713448108   9,442,973 71,516 SH   SOLE   71,516 0 0
PFIZER INC COM 717081103   1,163,423 47,996 SH   SOLE   47,996 0 0
PHILIP MORRIS INTL INC COM 718172109   1,029,217 5,651 SH   SOLE   5,651 0 0
PHILLIPS 66 COM 718546104   219,393 1,839 SH   SOLE   1,839 0 0
PINTEREST INC CL A 72352L106   1,135,256 31,658 SH   SOLE   31,658 0 0
PNC FINL SVCS GROUP INC COM 693475105   251,294 1,348 SH   SOLE   1,348 0 0
PROCTER AND GAMBLE CO COM 742718109   14,305,822 89,793 SH   SOLE   89,793 0 0
PROGRESSIVE CORP COM 743315103   7,701,846 28,861 SH   SOLE   28,861 0 0
PROLOGIS INC. COM 74340W103   4,280,276 40,718 SH   SOLE   40,718 0 0
PRUDENTIAL FINL INC COM 744320102   1,489,440 13,863 SH   SOLE   13,863 0 0
PUBLIC STORAGE OPER CO COM 74460D109   819,815 2,794 SH   SOLE   2,794 0 0
QUALCOMM INC COM 747525103   3,895,978 24,463 SH   SOLE   24,463 0 0
QUANTA SVCS INC COM 74762E102   1,607,219 4,251 SH   SOLE   4,251 0 0
REALTY INCOME CORP COM 756109104   313,226 5,437 SH   SOLE   5,437 0 0
REGAL REXNORD CORPORATION COM 758750103   818,009 5,643 SH   SOLE   5,643 0 0
REGENERON PHARMACEUTICALS COM 75886F107   1,138,200 2,168 SH   SOLE   2,168 0 0
RESMED INC COM 761152107   3,024,276 11,722 SH   SOLE   11,722 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   858,736 62,499 SH   SOLE   62,499 0 0
ROBINHOOD MKTS INC COM CL A 770700102   238,476 2,547 SH   SOLE   2,547 0 0
ROBLOX CORP CL A 771049103   247,325 2,351 SH   SOLE   2,351 0 0
ROPER TECHNOLOGIES INC COM 776696106   249,410 440 SH   SOLE   440 0 0
ROSS STORES INC COM 778296103   960,040 7,525 SH   SOLE   7,525 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   2,916,272 9,313 SH   SOLE   9,313 0 0
S&P GLOBAL INC COM 78409V104   2,688,125 5,098 SH   SOLE   5,098 0 0
SALESFORCE INC COM 79466L302   8,243,691 30,231 SH   SOLE   30,231 0 0
SCHLUMBERGER LTD COM STK 806857108   3,496,170 103,437 SH   SOLE   103,437 0 0
SCHWAB CHARLES CORP COM 808513105   3,875,875 42,480 SH   SOLE   42,480 0 0
SEMPRA COM 816851109   832,637 10,989 SH   SOLE   10,989 0 0
SERVICENOW INC COM 81762P102   10,408,282 10,124 SH   SOLE   10,124 0 0
SHERWIN WILLIAMS CO COM 824348106   2,829,287 8,240 SH   SOLE   8,240 0 0
SNOWFLAKE INC CL A 833445109   228,917 1,023 SH   SOLE   1,023 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   3,979,425 5,186 SH   SOLE   5,186 0 0
STARBUCKS CORP COM 855244109   352,042 3,842 SH   SOLE   3,842 0 0
STELLANTIS N.V SHS N82405106   206,231 20,650 SH   SOLE   20,650 0 0
STRYKER CORPORATION COM 863667101   1,920,783 4,855 SH   SOLE   4,855 0 0
SYNCHRONY FINANCIAL COM 87165B103   721,660 10,813 SH   SOLE   10,813 0 0
SYNOPSYS INC COM 871607107   2,477,269 4,832 SH   SOLE   4,832 0 0
T-MOBILE US INC COM 872590104   4,153,586 17,433 SH   SOLE   17,433 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   1,539,427 6,339 SH   SOLE   6,339 0 0
TAPESTRY INC COM 876030107   821,726 9,358 SH   SOLE   9,358 0 0
TESLA INC COM 88160R101   6,660,377 20,967 SH   SOLE   20,967 0 0
TEXAS INSTRS INC COM 882508104   2,295,862 11,058 SH   SOLE   11,058 0 0
THE CAMPBELLS COMPANY COM 134429109   1,126,694 36,760 SH   SOLE   36,760 0 0
THE CIGNA GROUP COM 125523100   3,317,370 10,035 SH   SOLE   10,035 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,148,262 2,832 SH   SOLE   2,832 0 0
TJX COS INC NEW COM 872540109   9,275,580 75,112 SH   SOLE   75,112 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   4,268,246 9,758 SH   SOLE   9,758 0 0
TRANSDIGM GROUP INC COM 893641100   444,027 292 SH   SOLE   292 0 0
TRAVELERS COMPANIES INC COM 89417E109   206,808 773 SH   SOLE   773 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,346,122 25,146 SH   SOLE   25,146 0 0
UNION PAC CORP COM 907818108   4,996,877 21,718 SH   SOLE   21,718 0 0
UNITED AIRLS HLDGS INC COM 910047109   384,773 4,832 SH   SOLE   4,832 0 0
UNITED PARCEL SERVICE INC CL B 911312106   250,634 2,483 SH   SOLE   2,483 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,463,627 7,897 SH   SOLE   7,897 0 0
US BANCORP DEL COM NEW 902973304   239,373 5,290 SH   SOLE   5,290 0 0
VALERO ENERGY CORP COM 91913Y100   273,410 2,034 SH   SOLE   2,034 0 0
VEEVA SYS INC CL A COM 922475108   1,523,415 5,290 SH   SOLE   5,290 0 0
VERISIGN INC COM 92343E102   205,048 710 SH   SOLE   710 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   4,090,919 94,544 SH   SOLE   94,544 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,575,036 5,784 SH   SOLE   5,784 0 0
VISA INC COM CL A 92826C839   14,822,628 41,748 SH   SOLE   41,748 0 0
WABTEC COM 929740108   668,664 3,194 SH   SOLE   3,194 0 0
WALMART INC COM 931142103   7,496,987 76,672 SH   SOLE   76,672 0 0
WASTE MGMT INC DEL COM 94106L109   5,143,187 22,477 SH   SOLE   22,477 0 0
WELLS FARGO CO NEW COM 949746101   1,359,476 16,968 SH   SOLE   16,968 0 0
WELLTOWER INC COM 95040Q104   2,753,458 17,911 SH   SOLE   17,911 0 0
WORKDAY INC CL A 98138H101   247,440 1,031 SH   SOLE   1,031 0 0
ZOETIS INC CL A 98978V103   910,904 5,841 SH   SOLE   5,841 0 0
ZSCALER INC COM 98980G102   1,792,597 5,710 SH   SOLE   5,710 0 0