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
ABBVIE INC COM 00287Y109   12,330,843 76,300 SH   SOLE   76,300 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   5,462,214 20,470 SH   SOLE   20,470 0 0
ALIGN TECHNOLOGY INC COM 016255101   1,731,489 8,210 SH   SOLE   8,210 0 0
ALPHABET INC CAP STK CL C 02079K107   63,350,558 713,970 SH   SOLE   713,970 0 0
AMAZON COM INC COM 023135106   39,852,120 474,430 SH   SOLE   474,430 0 0
AMERICAN EXPRESS CO COM 025816109   12,323,828 83,410 SH   SOLE   83,410 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,620,565 7,610 SH   SOLE   7,610 0 0
AMERIPRISE FINL INC COM 03076C106   28,994,774 93,120 SH   SOLE   93,120 0 0
AMETEK INC COM 031100100   1,161,073 8,310 SH   SOLE   8,310 0 0
AMPHENOL CORP NEW CL A 032095101   10,495,566 137,580 SH   SOLE   137,580 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   18,525,255 290,410 SH   SOLE   290,410 0 0
APPLE INC COM 037833100   73,068,994 562,372 SH   SOLE   562,372 0 0
ASSURANT INC COM 04621X108   14,654,531 117,180 SH   SOLE   117,180 0 0
AT&T INC COM 00206R102   5,242,800 284,780 SH   SOLE   284,780 0 0
AUTOZONE INC COM 053332102   16,967,318 6,880 SH   SOLE   6,880 0 0
BAKER HUGHES COMPANY CL A 05722G100   685,687 23,220 SH   SOLE   23,220 0 0
BANK AMERICA CORP COM 060505104   26,668,556 805,210 SH   SOLE   805,210 0 0
BECTON DICKINSON & CO COM 075887109   9,444,702 37,140 SH   SOLE   37,140 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   29,640,572 286,410 SH   SOLE   286,410 0 0
BLOCK INC CL A 852234103   3,240,030 51,560 SH   SOLE   51,560 0 0
BOOKING HOLDINGS INC COM 09857L108   1,068,098 530 SH   SOLE   530 0 0
BOSTON PROPERTIES INC COM 101121101   1,722,351 25,230 SH   SOLE   25,230 0 0
BROADCOM INC COM 11135F101   2,890,702 5,170 SH   SOLE   5,170 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   1,439,215 10,700 SH   SOLE   10,700 0 0
BURLINGTON STORES INC COM 122017106   669,108 3,300 SH   SOLE   3,300 0 0
CARDINAL HEALTH INC COM 14149Y108   1,521,947 19,710 SH   SOLE   19,710 0 0
CBRE GROUP INC CL A 12504L109   3,148,434 40,910 SH   SOLE   40,910 0 0
CHARLES RIV LABS INTL INC COM 159864107   1,006,698 4,620 SH   SOLE   4,620 0 0
CHENIERE ENERGY INC COM NEW 16411R208   2,952,712 19,690 SH   SOLE   19,690 0 0
CHEVRON CORP NEW COM 166764100   28,944,558 161,260 SH   SOLE   161,260 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   4,620,342 3,330 SH   SOLE   3,330 0 0
CINTAS CORP COM 172908105   13,467,308 29,820 SH   SOLE   29,820 0 0
CLEAN ENERGY FUELS CORP COM 184499101   304,200 58,500 SH   SOLE   58,500 0 0
COMCAST CORP NEW CL A 20030N101   14,915,755 426,530 SH   SOLE   426,530 0 0
CONOCOPHILLIPS COM 20825C104   25,488,384 215,110 SH   SOLE   215,110 0 0
CONSTELLATION ENERGY CORP COM 21037T109   12,501,313 145,010 SH   SOLE   145,010 0 0
CORTEVA INC COM 22052L104   5,969,109 101,550 SH   SOLE   101,550 0 0
COSTCO WHSL CORP NEW COM 22160K105   28,348,650 62,100 SH   SOLE   62,100 0 0
COTERRA ENERGY INC COM 127097103   387,715 15,780 SH   SOLE   15,780 0 0
CROWN CASTLE INC COM 22822V101   15,506,365 114,320 SH   SOLE   114,320 0 0
CROWN HLDGS INC COM 228368106   4,118,721 50,100 SH   SOLE   50,100 0 0
CVS HEALTH CORP COM 126650100   6,838,283 73,380 SH   SOLE   73,380 0 0
DEERE & CO COM 244199105   22,352,088 52,030 SH   SOLE   52,030 0 0
DEVON ENERGY CORP NEW COM 25179M103   541,903 8,810 SH   SOLE   8,810 0 0
DIAMONDBACK ENERGY INC COM 25278X109   845,300 6,180 SH   SOLE   6,180 0 0
DISNEY WALT CO COM 254687106   5,004,288 57,600 SH   SOLE   57,600 0 0
DOLLAR GEN CORP NEW COM 256677105   20,929,016 84,850 SH   SOLE   84,850 0 0
DOLLAR TREE INC COM 256746108   622,336 4,400 SH   SOLE   4,400 0 0
EASTMAN CHEM CO COM 277432100   3,170,670 38,670 SH   SOLE   38,670 0 0
EATON CORP PLC SHS G29183103   1,833,176 11,680 SH   SOLE   11,680 0 0
ECOLAB INC COM 278865100   445,090 3,050 SH   SOLE   3,050 0 0
ENPHASE ENERGY INC COM 29355A107   10,418,227 39,320 SH   SOLE   39,320 0 0
EQUINIX INC COM 29444U700   1,257,658 1,920 SH   SOLE   1,920 0 0
ETSY INC COM 29786A106   510,263 4,260 SH   SOLE   4,260 0 0
EXELON CORP COM 30161N101   1,549,796 35,850 SH   SOLE   35,850 0 0
EXXON MOBIL CORP COM 30231G102   3,129,211 28,370 SH   SOLE   28,370 0 0
FIRSTENERGY CORP COM 337932107   1,258,200 30,000 SH   SOLE   30,000 0 0
FMC CORP COM NEW 302491303   8,733,798 69,700 SH   SOLE   69,700 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   319,568 5,930 SH   SOLE   5,930 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   2,125,522 6,190 SH   SOLE   6,190 0 0
HCA HEALTHCARE INC COM 40412C101   7,707,515 32,120 SH   SOLE   32,120 0 0
HESS CORP COM 42809H107   428,296 3,020 SH   SOLE   3,020 0 0
HOME DEPOT INC COM 437076102   2,924,864 9,260 SH   SOLE   9,260 0 0
HONEYWELL INTL INC COM 438516106   9,337,051 43,570 SH   SOLE   43,570 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,238,716 10,120 SH   SOLE   10,120 0 0
ILLUMINA INC COM 452327109   1,130,298 5,590 SH   SOLE   5,590 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   19,023,263 185,430 SH   SOLE   185,430 0 0
INTUIT COM 461202103   17,826,275 45,800 SH   SOLE   45,800 0 0
IQVIA HLDGS INC COM 46266C105   8,916,813 43,520 SH   SOLE   43,520 0 0
JOHNSON & JOHNSON COM 478160104   5,472,617 30,980 SH   SOLE   30,980 0 0
JOHNSON CTLS INTL PLC SHS G51502105   12,217,586 190,120 SH   SOLE   190,120 0 0
JPMORGAN CHASE & CO COM 46625H100   25,898,733 193,130 SH   SOLE   193,130 0 0
KRAFT HEINZ CO COM 500754106   1,943,088 47,730 SH   SOLE   47,730 0 0
LAM RESEARCH CORP COM 512807108   1,693,809 4,030 SH   SOLE   4,030 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   898,588 13,850 SH   SOLE   13,850 0 0
LAUDER ESTEE COS INC CL A 518439104   11,055,782 44,560 SH   SOLE   44,560 0 0
LILLY ELI & CO COM 532457108   34,242,624 93,600 SH   SOLE   93,600 0 0
LINDE PLC SHS G5494J103   30,445,641 93,340 SH   SOLE   93,340 0 0
LULULEMON ATHLETICA INC COM 550021109   3,777,280 11,790 SH   SOLE   11,790 0 0
MARATHON PETE CORP COM 56585A102   4,994,295 42,910 SH   SOLE   42,910 0 0
MARRIOTT INTL INC NEW CL A 571903202   14,988,757 100,670 SH   SOLE   100,670 0 0
MARVELL TECHNOLOGY INC COM 573874104   21,871,749 590,490 SH   SOLE   590,490 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,674,044 7,690 SH   SOLE   7,690 0 0
MCDONALDS CORP COM 580135101   21,867,719 82,980 SH   SOLE   82,980 0 0
MERCK & CO INC COM 58933Y105   3,592,388 32,230 SH   SOLE   32,230 0 0
METLIFE INC COM 59156R108   3,116,976 43,070 SH   SOLE   43,070 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   809,452 560 SH   SOLE   560 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   1,655,090 23,560 SH   SOLE   23,560 0 0
MICROSOFT CORP COM 594918104   108,461,953 452,264 SH   SOLE   452,264 0 0
MONDELEZ INTL INC CL A 609207105   2,486,729 37,160 SH   SOLE   37,160 0 0
NEXTERA ENERGY INC COM 65339F101   1,473,032 17,620 SH   SOLE   17,620 0 0
NISOURCE INC COM 65473P105   2,378,959 86,760 SH   SOLE   86,760 0 0
NVIDIA CORPORATION COM 67066G104   22,870,910 156,500 SH   SOLE   156,500 0 0
OCCIDENTAL PETE CORP COM 674599105   760,757 12,060 SH   SOLE   12,060 0 0
ON SEMICONDUCTOR CORP COM 682189105   7,823,693 125,440 SH   SOLE   125,440 0 0
ORACLE CORP COM 68389X105   1,850,594 22,640 SH   SOLE   22,640 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   1,426,411 1,690 SH   SOLE   1,690 0 0
OTIS WORLDWIDE CORP COM 68902V107   10,186,956 130,085 SH   SOLE   130,085 0 0
PAYPAL HLDGS INC COM 70450Y103   1,287,658 18,080 SH   SOLE   18,080 0 0
PFIZER INC COM 717081103   24,548,058 479,080 SH   SOLE   479,080 0 0
PG&E CORP COM 69331C108   34,879,652 2,145,120 SH   SOLE   2,145,120 0 0
PHILIP MORRIS INTL INC COM 718172109   30,587,037 299,300 SH   SOLE   299,300 0 0
PLANET FITNESS INC CL A 72703H101   9,997,356 126,870 SH   SOLE   126,870 0 0
POOL CORP COM 73278L105   2,164,683 7,160 SH   SOLE   7,160 0 0
PROCTER AND GAMBLE CO COM 742718109   24,819,465 163,760 SH   SOLE   163,760 0 0
PTC INC COM 69370C100   805,468 6,710 SH   SOLE   6,710 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   25,922,311 256,860 SH   SOLE   256,860 0 0
REGENERON PHARMACEUTICALS COM 75886F107   1,385,261 1,920 SH   SOLE   1,920 0 0
REPUBLIC SVCS INC COM 760759100   28,302,997 218,740 SH   SOLE   218,740 0 0
S&P GLOBAL INC COM 78409V104   14,589,987 43,560 SH   SOLE   43,560 0 0
SALESFORCE INC COM 79466L302   1,671,960 12,610 SH   SOLE   12,610 0 0
SCHLUMBERGER LTD COM STK 806857108   3,606,872 67,210 SH   SOLE   67,210 0 0
SERVICENOW INC COM 81762P102   17,976,900 46,300 SH   SOLE   46,300 0 0
SVB FINANCIAL GROUP COM 78486Q101   1,539,637 6,690 SH   SOLE   6,690 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   996,524 9,570 SH   SOLE   9,570 0 0
TAPESTRY INC COM 876030107   1,111,555 29,190 SH   SOLE   29,190 0 0
TESLA INC COM 88160R101   2,926,757 23,760 SH   SOLE   23,760 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   23,072,851 41,880 SH   SOLE   41,880 0 0
TJX COS INC NEW COM 872540109   686,948 8,630 SH   SOLE   8,630 0 0
T-MOBILE US INC COM 872590104   31,428,600 224,490 SH   SOLE   224,490 0 0
TRANSDIGM GROUP INC COM 893641100   8,034,335 12,760 SH   SOLE   12,760 0 0
ULTA BEAUTY INC COM 90384S303   13,415,401 28,600 SH   SOLE   28,600 0 0
UNITEDHEALTH GROUP INC COM 91324P102   66,277,802 125,010 SH   SOLE   125,010 0 0
VISA INC COM CL A 92826C839   53,007,471 255,138 SH   SOLE   255,138 0 0
WALMART INC COM 931142103   7,986,789 56,173 SH   SOLE   56,173 0 0
WELLS FARGO CO NEW COM 949746101   5,371,003 130,080 SH   SOLE   130,080 0 0
WINGSTOP INC COM 974155103   496,808 3,610 SH   SOLE   3,610 0 0
XYLEM INC COM 98419M100   1,143,294 10,340 SH   SOLE   10,340 0 0
ZOETIS INC CL A 98978V103   4,707,186 32,120 SH   SOLE   32,120 0 0