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
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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
ABBOTT LABORATORIES COM 002824100   65,641,038 639,340 SH   SOLE   639,340 0 0
ADVANCED MICRO DEVICES INC COM 007903107   550,050,308 2,703,880 SH   SOLE   2,610,244 0 93,636
AGILENT TECHNOLOGIES INC COM 00846U101   66,870,812 586,689 SH   SOLE   586,689 0 0
ALLSTATE CORP COM 020002101   49,785,237 240,114 SH   SOLE   240,114 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   16,209,652 48,991 SH   SOLE   48,991 0 0
ALPHABET INC CAP STK CL A 02079K305   1,853,443,825 6,445,416 SH   SOLE   6,221,751 0 223,665
AMAZON COM INC COM 023135106   1,533,823,576 7,364,592 SH   SOLE   7,096,206 0 268,386
APPFOLIO INC COM CL A 03783C100   1,689,306 10,704 SH   SOLE   7,247 0 3,457
APPLE INC COM 037833100   1,186,406,072 4,674,755 SH   SOLE   4,491,043 0 183,712
APPLIED MATLS INC COM 038222105   1,019,296,391 2,982,230 SH   SOLE   2,877,704 0 104,526
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   810,395 7,428 SH   SOLE   7,428 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210   3,546,429 2,685 SH   SOLE   1,819 0 866
ASTRAZENECA PLC ORD G0593M107   126,642,456 642,138 SH   SOLE   642,138 0 0
AUTODESK INC COM 052769106   50,432,483 210,662 SH   SOLE   210,662 0 0
AUTOZONE INC COM 053332102   660,862,657 195,650 SH   SOLE   188,117 0 7,533
BANK AMERICA CORP COM 060505104   721,930,658 14,808,834 SH   SOLE   14,333,073 0 475,761
BANK NEW YORK MELLON CORP COM 064058100   273,718,083 2,307,326 SH   SOLE   2,307,326 0 0
BERKLEY W R CORP COM 084423102   53,428,507 806,103 SH   SOLE   806,103 0 0
BILL HOLDINGS INC COM 090043100   63,664,175 1,662,250 SH   SOLE   1,662,250 0 0
BIO RAD LABS INC CL A 090572207   70,887,519 254,305 SH   SOLE   254,305 0 0
BOSTON SCIENTIFIC CORP COM 101137107   502,239,705 8,003,820 SH   SOLE   7,711,981 0 291,839
BROADCOM INC COM 11135F101   706,166,564 2,281,563 SH   SOLE   2,196,719 0 84,844
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   42,055,673 258,836 SH   SOLE   258,836 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108   200,377,999 5,030,831 SH   SOLE   5,030,831 0 0
BROWN & BROWN INC COM 115236101   4,180,809 64,113 SH   SOLE   55,877 0 8,236
BUILDERS FIRSTSOURCE INC COM 12008R107   12,293,186 149,316 SH   SOLE   149,316 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   13,298,580 47,859 SH   SOLE   47,859 0 0
CBOE GLOBAL MKTS INC COM 12503M108   84,623,431 301,076 SH   SOLE   301,076 0 0
CBRE GROUP INC CL A 12504L109   189,901,374 1,401,900 SH   SOLE   1,401,900 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   58,544,305 1,828,938 SH   SOLE   1,828,938 0 0
CHUBB LTD SWITZ COM H1467J104   318,108 976 SH   SOLE   976 0 0
CITIGROUP INC COM NEW 172967424   112,180,409 989,158 SH   SOLE   989,158 0 0
CLOUDFLARE INC CL A COM 18915M107   26,201,053 126,980 SH   SOLE   123,718 0 3,262
CME GROUP INC COM 12572Q105   104,305,215 353,158 SH   SOLE   353,158 0 0
CMS ENERGY CORP COM 125896100   151,530,265 1,953,213 SH   SOLE   1,953,213 0 0
CNH INDL N V SHS N20944109   31,516,837 2,865,167 SH   SOLE   2,865,167 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   311,814 3,439 SH   SOLE   3,439 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105   673,092,451 675,504 SH   SOLE   649,128 0 26,376
CRH PLC ORD G25508105   333,125 3,169 SH   SOLE   3,169 0 0
CUMMINS INC COM 231021106   152,621,209 283,672 SH   SOLE   283,672 0 0
D R HORTON INC COM 23331A109   46,795,862 341,028 SH   SOLE   341,028 0 0
DANAHER CORP DEL COM 235851102   753,627,579 3,974,829 SH   SOLE   3,824,096 0 150,733
DATADOG INC CL A COM 23804L103   15,762,980 133,528 SH   SOLE   133,528 0 0
DEERE & CO COM 244199105   1,063,762,759 1,888,448 SH   SOLE   1,823,815 0 64,633
DICKS SPORTING GOODS INC COM 253393102   56,943,138 287,171 SH   SOLE   287,171 0 0
DOORDASH INC CL A 25809K105   14,645,781 97,541 SH   SOLE   94,539 0 3,002
EDWARDS LIFESCIENCES CORP COM 28176E108   79,693,374 995,172 SH   SOLE   986,860 0 8,312
ELI LILLY & CO COM 532457108   860,409,884 935,462 SH   SOLE   898,606 0 36,856
FEDEX CORP COM 31428X106   104,350,767 292,972 SH   SOLE   292,972 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   608,612,428 2,609,159 SH   SOLE   2,517,879 0 91,280
GE VERNOVA INC COM 36828A101   4,649,938 5,327 SH   SOLE   3,607 0 1,720
GUIDEWIRE SOFTWARE INC COM 40171V100   22,036,619 147,343 SH   SOLE   147,343 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   83,309,406 273,972 SH   SOLE   273,972 0 0
HOME DEPOT INC COM 437076102   645,665,337 1,963,165 SH   SOLE   1,900,217 0 62,948
HUBBELL INC COM 443510607   98,746,212 201,219 SH   SOLE   201,219 0 0
IDEXX LABS INC COM 45168D104   18,378,860 32,709 SH   SOLE   32,709 0 0
INGERSOLL RAND INC COM 45687V106   50,570,542 631,185 SH   SOLE   631,185 0 0
INSMED INC COM PAR $.01 457669307   11,367,093 69,515 SH   SOLE   66,859 0 2,656
INSULET CORP COM 45784P101   35,466,947 169,019 SH   SOLE   169,019 0 0
INTEL CORP COM 458140100   56,110,589 1,271,484 SH   SOLE   1,271,484 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   791,413,458 5,031,876 SH   SOLE   4,838,068 0 193,808
INTUITIVE SURGICAL INC COM NEW 46120E602   2,082,752 4,518 SH   SOLE   3,059 0 1,459
JPMORGAN CHASE & CO COM 46625H100   169,062,577 574,730 SH   SOLE   574,730 0 0
KLA CORP COM NEW 482480100   792,692,538 538,364 SH   SOLE   519,637 0 18,727
LAM RESEARCH CORP COM NEW 512807306   56,013,747 262,163 SH   SOLE   262,163 0 0
LINDE PLC SHS G54950103   842,499,006 1,699,409 SH   SOLE   1,640,732 0 58,677
MARRIOTT INTL INC NEW CL A 571903202   519,393,047 1,588,018 SH   SOLE   1,525,816 0 62,202
MARSH & MCLENNAN COS INC COM 571748102   383,400,645 2,210,439 SH   SOLE   2,123,034 0 87,405
MASTERCARD INCORPORATED CL A 57636Q104   846,913,207 1,694,979 SH   SOLE   1,639,225 0 55,754
MEDLINE INC COM CL A 58507V107   43,972,364 988,143 SH   SOLE   974,536 0 13,607
MERCADOLIBRE INC COM 58733R102   17,373,193 10,048 SH   SOLE   9,677 0 371
META PLATFORMS INC CL A 30303M102   2,223,869 3,887 SH   SOLE   2,632 0 1,255
METTLER TOLEDO INTERNATIONAL COM 592688105   17,485,277 13,864 SH   SOLE   13,864 0 0
MICRON TECHNOLOGY INC COM 595112103   82,898,504 245,378 SH   SOLE   245,378 0 0
MICROSOFT CORP COM 594918104   1,551,813,348 4,192,164 SH   SOLE   4,035,478 0 156,686
MONOLITHIC PWR SYS INC COM 609839105   19,868,356 18,172 SH   SOLE   18,172 0 0
MSCI INC COM 55354G100   12,872,637 23,882 SH   SOLE   23,882 0 0
NATERA INC COM 632307104   14,946,653 74,737 SH   SOLE   71,342 0 3,395
NETFLIX INC. COM 64110L106   2,755,851 28,662 SH   SOLE   19,408 0 9,254
NICE LTD SPONSORED ADR 653656108   60,023,229 544,379 SH   SOLE   544,379 0 0
NOVARTIS AG SPONSORED ADR 66987V109   305,347 1,999 SH   SOLE   1,999 0 0
NVIDIA CORPORATION COM 67066G104   1,646,093,061 9,438,607 SH   SOLE   9,062,719 0 375,888
NXP SEMICONDUCTORS N V COM N6596X109   64,632,878 328,319 SH   SOLE   328,319 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   376,889,474 1,928,810 SH   SOLE   1,869,365 0 59,445
ORACLE CORP COM 68389X105   315,803,832 2,146,719 SH   SOLE   2,066,758 0 79,961
OREILLY AUTOMOTIVE INC COM 67103H107   54,649,089 592,017 SH   SOLE   592,017 0 0
PENTAIR PLC SHS G7S00T104   47,675,564 547,303 SH   SOLE   547,303 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   16,126,896 282,928 SH   SOLE   282,928 0 0
PROCTER & GAMBLE CO COM 742718109   382,326,036 2,646,954 SH   SOLE   2,541,357 0 105,597
PROGRESSIVE CORP COM 743315103   92,841,937 468,331 SH   SOLE   468,331 0 0
PTC INC COM 69370C100   15,403,881 108,105 SH   SOLE   104,074 0 4,031
QUANTA SVCS INC COM 74762E102   25,207,155 45,913 SH   SOLE   45,913 0 0
REALTY INCOME CORP COM 756109104   865,226,587 14,142,311 SH   SOLE   13,632,069 0 510,242
REDDIT INC CL A 75734B100   4,865,847 36,137 SH   SOLE   36,137 0 0
REGENERON PHARMACEUTICALS COM 75886F107   75,328,537 97,495 SH   SOLE   97,495 0 0
RELX PLC SPONSORED ADR 759530108   289,532 8,734 SH   SOLE   8,734 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   332,775 10,571 SH   SOLE   10,571 0 0
REPUBLIC SVCS INC COM 760759100   65,248,248 297,910 SH   SOLE   297,910 0 0
ROBINHOOD MKTS INC COM CL A 770700102   12,149,122 175,312 SH   SOLE   175,312 0 0
ROCKET LAB CORP COM 773121108   6,816,118 106,137 SH   SOLE   106,137 0 0
ROCKWELL AUTOMATION INC COM 773903109   22,610,158 63,002 SH   SOLE   63,002 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   69,968,368 254,264 SH   SOLE   254,264 0 0
S&P GLOBAL INC COM 78409V104   701,142,791 1,648,429 SH   SOLE   1,596,146 0 52,283
SALESFORCE INC COM 79466L302   363,950,126 1,949,698 SH   SOLE   1,873,003 0 76,695
SANDISK CORP COM 80004C200   51,023,520 80,309 SH   SOLE   80,309 0 0
SCHWAB CHARLES CORP COM 808513105   120,738,925 1,284,730 SH   SOLE   1,284,730 0 0
SHERWIN WILLIAMS CO COM 824348106   340,883,127 1,063,432 SH   SOLE   1,021,048 0 42,384
SHOPIFY INC CL A SUB VTG SHS 82509L107   1,385,838 11,683 SH   SOLE   7,911 0 3,772
SOMNIGROUP INTERNATIONAL INC COM 88023U101   14,044,800 190,000 SH   SOLE   190,000 0 0
STANDARDAERO INC COM 85423L103   67,861,092 2,627,220 SH   SOLE   2,602,398 0 24,822
STRYKER CORPORATION COM 863667101   669,525,455 2,037,571 SH   SOLE   1,969,073 0 68,498
SYNOPSYS INC COM 871607107   579,026,528 1,460,418 SH   SOLE   1,407,821 0 52,597
SYSCO CORP COM 871829107   112,914,320 1,582,985 SH   SOLE   1,582,985 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   130,750,489 386,893 SH   SOLE   383,239 0 3,654
TERADYNE INC COM 880770102   24,147,260 81,452 SH   SOLE   81,452 0 0
THE CIGNA GROUP COM 125523100   92,297,634 346,008 SH   SOLE   346,008 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   739,581,107 1,504,651 SH   SOLE   1,454,505 0 50,146
TRANE TECHNOLOGIES PLC SHS G8994E103   16,407,054 39,370 SH   SOLE   39,370 0 0
TRANSUNION COM 89400J107   61,646,837 890,979 SH   SOLE   890,979 0 0
TRUIST FINL CORP COM 89832Q109   57,372,261 1,248,037 SH   SOLE   1,248,037 0 0
UNION PAC CORP COM 907818108   111,422,992 459,249 SH   SOLE   459,249 0 0
UNITEDHEALTH GROUP INC COM 91324P102   54,153,177 200,130 SH   SOLE   200,130 0 0
US FOODS HLDG CORP COM 912008109   74,698,860 810,095 SH   SOLE   810,095 0 0
VERISK ANALYTICS INC COM 92345Y106   334,104,400 1,760,761 SH   SOLE   1,699,980 0 60,781
VERIZON COMMUNICATIONS INC COM 92343V104   159,742,876 3,182,129 SH   SOLE   3,182,129 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   1,486,500 20,230 SH   SOLE   13,700 0 6,530
VISA INC COM CL A 92826C839   96,277,343 318,546 SH   SOLE   314,718 0 3,828
VULCAN MATLS CO COM 929160109   471,321,619 1,730,891 SH   SOLE   1,676,881 0 54,010
WALMART INC COM 931142103   89,532,928 720,413 SH   SOLE   720,413 0 0
WASTE CONNECTIONS INC COM 94106B101   20,433,815 125,793 SH   SOLE   125,793 0 0
WASTE MGMT INC DEL COM 94106L109   1,144,716,809 4,981,578 SH   SOLE   4,807,516 0 174,062
WESTERN DIGITAL CORP COM 958102105   107,330,973 396,802 SH   SOLE   396,802 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   106,170,908 365,225 SH   SOLE   365,225 0 0
WW GRAINGER INC COM 384802104   710,382,377 651,243 SH   SOLE   626,788 0 24,455
XYLEM INC COM 98419M100   63,947,318 535,124 SH   SOLE   535,124 0 0