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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   45,908,000 132,448 SH   SOLE   132,448 0 0
ADOBE INC COM 00724F101   657,000 1,302 SH   SOLE   1,302 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   719,000 4,941 SH   SOLE   4,941 0 0
AIR PRODS & CHEMS INC COM 009158106   378,000 1,559 SH   SOLE   1,559 0 0
ALPHABET INC CAP STK CL C 02079K107   46,529,000 305,595 SH   SOLE   305,595 0 0
ALPHABET INC CAP STK CL A 02079K305   46,132,000 305,656 SH   SOLE   305,656 0 0
AMAZON COM INC COM 023135106   76,145,000 422,138 SH   SOLE   422,138 0 0
AMGEN INC COM 031162100   6,266,000 22,037 SH   SOLE   22,037 0 0
APPLE INC COM 037833100   172,256,000 1,004,524 SH   SOLE   1,004,524 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   6,376,000 6,570 SH   SOLE   6,570 0 0
AT&T INC COM 00206R102   2,926,000 166,251 SH   SOLE   166,251 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   5,951,000 23,830 SH   SOLE   23,830 0 0
BLACKROCK INC COM 09247X101   33,940,000 40,711 SH   SOLE   40,711 0 0
BOEING CO COM 097023105   9,182,000 47,581 SH   SOLE   47,581 0 0
CANADIAN NATL RY CO COM 136375102   24,625,000 186,964 SH   SOLE   186,964 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   9,181,000 157,934 SH   SOLE   157,934 0 0
CME GROUP INC COM 12572Q105   19,268,000 89,498 SH   SOLE   89,498 0 0
COMCAST CORP NEW CL A 20030N101   11,125,000 256,639 SH   SOLE   256,639 0 0
CORTEVA INC COM 22052L104   4,610,000 79,940 SH   SOLE   79,940 0 0
COSTCO WHSL CORP NEW COM 22160K105   54,886,000 74,916 SH   SOLE   74,916 0 0
CUMMINS INC COM 231021106   16,630,000 56,438 SH   SOLE   56,438 0 0
CVS HEALTH CORP COM 126650100   23,632,000 296,296 SH   SOLE   296,296 0 0
D R HORTON INC COM 23331A109   32,986,000 200,461 SH   SOLE   200,461 0 0
DEERE & CO COM 244199105   6,721,000 16,363 SH   SOLE   16,363 0 0
DISNEY WALT CO COM 254687106   21,029,000 171,858 SH   SOLE   171,858 0 0
DOW INC COM 260557103   2,978,000 51,410 SH   SOLE   51,410 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   6,772,000 70,025 SH   SOLE   70,025 0 0
DUPONT DE NEMOURS INC COM 26614N102   6,203,000 80,901 SH   SOLE   80,901 0 0
EATON CORP PLC SHS G29183103   5,872,000 18,779 SH   SOLE   18,779 0 0
EMERSON ELEC CO COM 291011104   4,361,000 38,448 SH   SOLE   38,448 0 0
FISERV INC COM 337738108   34,783,000 217,640 SH   SOLE   217,640 0 0
HOME DEPOT INC COM 437076102   5,393,000 14,058 SH   SOLE   14,058 0 0
ILLUMINA INC COM 452327109   2,576,000 18,764 SH   SOLE   18,764 0 0
INTEL CORP COM 458140100   2,708,000 61,304 SH   SOLE   61,304 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   4,632,000 24,259 SH   SOLE   24,259 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   702,000 4,492 SH   SOLE   4,492 0 0
KIMBERLY-CLARK CORP COM 494368103   3,102,000 23,978 SH   SOLE   23,978 0 0
LINDE PLC SHS G54950103   42,673,000 91,905 SH   SOLE   91,905 0 0
LOCKHEED MARTIN CORP COM 539830109   26,573,000 58,420 SH   SOLE   58,420 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   3,173,000 31,019 SH   SOLE   31,019 0 0
MARRIOTT INTL INC NEW CL A 571903202   29,014,000 114,993 SH   SOLE   114,993 0 0
MERCK & CO INC COM 58933Y105   3,869,000 29,322 SH   SOLE   29,322 0 0
MICROSOFT CORP COM 594918104   12,574,000 29,886 SH   SOLE   29,886 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   261,000 25,530 SH   SOLE   25,530 0 0
NEXTERA ENERGY INC COM 65339F101   28,844,000 451,332 SH   SOLE   451,332 0 0
NIKE INC CL B 654106103   30,006,000 319,278 SH   SOLE   319,278 0 0
OTIS WORLDWIDE CORP COM 68902V107   7,985,000 80,439 SH   SOLE   80,439 0 0
PALO ALTO NETWORKS INC COM 697435105   583,000 2,053 SH   SOLE   2,053 0 0
PEPSICO INC COM 713448108   20,568,000 117,526 SH   SOLE   117,526 0 0
PFIZER INC COM 717081103   2,181,000 78,586 SH   SOLE   78,586 0 0
PHILIP MORRIS INTL INC COM 718172109   2,917,000 31,841 SH   SOLE   31,841 0 0
POTLATCHDELTIC CORPORATION COM 737630103   3,395,000 72,206 SH   SOLE   72,206 0 0
PROCTER AND GAMBLE CO COM 742718109   23,074,000 142,214 SH   SOLE   142,214 0 0
ROPER TECHNOLOGIES INC COM 776696106   998,000 1,779 SH   SOLE   1,779 0 0
ROSS STORES INC COM 778296103   384,000 2,618 SH   SOLE   2,618 0 0
RTX CORPORATION COM 75513E101   14,512,000 148,799 SH   SOLE   148,799 0 0
SALESFORCE INC COM 79466L302   61,153,000 203,043 SH   SOLE   203,043 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   5,560,000 59,750 SH   SOLE   59,750 0 0
STARBUCKS CORP COM 855244109   9,005,000 98,538 SH   SOLE   98,538 0 0
TERADYNE INC COM 880770102   12,420,000 110,072 SH   SOLE   110,072 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   21,370,000 36,769 SH   SOLE   36,769 0 0
TJX COS INC NEW COM 872540109   21,128,000 208,329 SH   SOLE   208,329 0 0
T-MOBILE US INC COM 872590104   302,000 1,852 SH   SOLE   1,852 0 0
TRACTOR SUPPLY CO COM 892356106   619,000 2,363 SH   SOLE   2,363 0 0
UNION PAC CORP COM 907818108   5,563,000 22,620 SH   SOLE   22,620 0 0
UNITEDHEALTH GROUP INC COM 91324P102   233,000 471 SH   SOLE   471 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,720,000 64,817 SH   SOLE   64,817 0 0
WABTEC COM 929740108   462,000 3,172 SH   SOLE   3,172 0 0
WALMART INC COM 931142103   5,002,000 83,137 SH   SOLE   83,137 0 0
WASTE MGMT INC DEL COM 94106L109   6,694,000 31,405 SH   SOLE   31,405 0 0
WELLTOWER INC COM 95040Q104   4,591,000 49,133 SH   SOLE   49,133 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   3,816,000 106,266 SH   SOLE   106,266 0 0
YUM BRANDS INC COM 988498101   368,000 2,654 SH   SOLE   2,654 0 0
ZOETIS INC CL A 98978V103   25,343,000 149,771 SH   SOLE   149,771 0 0