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   3,134,687 29,553 SH   SOLE   27,995 0 1,558
ABBOTT LABS COM 002824100   3,651,100 32,123 SH   SOLE   32,028 0 95
ABBVIE INC COM 00287Y109   54,721,781 300,504 SH   SOLE   167,222 0 133,282
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   12,705,336 36,656 SH   SOLE   35,885 0 771
ADOBE INC COM 00724F101   17,576,732 34,833 SH   SOLE   32,840 0 1,993
ADVANCED MICRO DEVICES INC COM 007903107   41,980,712 232,593 SH   SOLE   205,044 0 27,549
AECOM COM 00766T100   6,234,848 63,569 SH   SOLE   58,595 0 4,974
AES CORP COM 00130H105   1,267,670 70,701 SH   SOLE   51,424 0 19,277
AFLAC INC COM 001055102   20,297,905 236,407 SH   SOLE   212,030 0 24,377
AGNC INVT CORP COM 00123Q104   149,451 15,096 SH   SOLE   15,096 0 0
AIR PRODS & CHEMS INC COM 009158106   35,429,563 146,240 SH   SOLE   129,489 0 16,751
AIRBNB INC COM CL A 009066101   1,305,494 7,914 SH   SOLE   7,914 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   26,977,374 248,045 SH   SOLE   181,310 0 66,735
ALBEMARLE CORP COM 012653101   1,096,603 8,324 SH   SOLE   8,324 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   307,792 14,356 SH   SOLE   14,356 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   371,905 2,885 SH   SOLE   2,885 0 0
ALIGN TECHNOLOGY INC COM 016255101   355,793 1,085 SH   SOLE   1,085 0 0
ALLIANT ENERGY CORP COM 018802108   3,667,509 72,768 SH   SOLE   66,178 0 6,590
ALLSTATE CORP COM 020002101   17,205,323 99,447 SH   SOLE   94,122 0 5,325
ALLY FINL INC COM 02005N100   430,823 10,614 SH   SOLE   10,614 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   1,626,764 10,885 SH   SOLE   10,885 0 0
ALPHABET INC CAP STK CL A 02079K305   111,536,819 738,997 SH   SOLE   611,562 0 127,435
ALPHABET INC CAP STK CL C 02079K107   98,571,147 647,387 SH   SOLE   545,030 0 102,357
ALTRIA GROUP INC COM 02209S103   20,850,447 478,002 SH   SOLE   183,066 0 294,936
AMAZON COM INC COM 023135106   195,616,339 1,084,468 SH   SOLE   876,803 0 207,665
AMCOR PLC ORD G0250X107   487,920 51,306 SH   SOLE   51,306 0 0
AMEREN CORP COM 023608102   2,848,720 38,517 SH   SOLE   24,913 0 13,604
AMERICAN ELEC PWR CO INC COM 025537101   3,945,359 45,823 SH   SOLE   44,814 0 1,009
AMERICAN EXPRESS CO COM 025816109   4,706,354 20,670 SH   SOLE   19,861 0 809
AMERICAN FINL GROUP INC OHIO COM 025932104   221,917 1,626 SH   SOLE   1,626 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   468,173 12,729 SH   SOLE   12,729 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   7,180,931 91,863 SH   SOLE   86,459 0 5,404
AMERICAN TOWER CORP NEW COM 03027X100   1,090,697 5,520 SH   SOLE   5,520 0 0
AMERIPRISE FINL INC COM 03076C106   3,222,094 7,349 SH   SOLE   7,345 0 4
AMETEK INC COM 031100100   5,420,059 29,634 SH   SOLE   15,035 0 14,599
AMGEN INC COM 031162100   10,142,546 35,673 SH   SOLE   15,800 0 19,873
AMPHENOL CORP NEW CL A 032095101   1,486,632 12,888 SH   SOLE   12,855 0 33
ANALOG DEVICES INC COM 032654105   4,295,010 21,715 SH   SOLE   21,458 0 257
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   440,977 22,396 SH   SOLE   22,396 0 0
ANSYS INC COM 03662Q105   794,996 2,290 SH   SOLE   2,290 0 0
AON PLC SHS CL A G0403H108   34,330,776 102,873 SH   SOLE   78,788 0 24,085
APA CORPORATION COM 03743Q108   371,304 10,800 SH   SOLE   10,800 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   9,894,926 87,994 SH   SOLE   74,056 0 13,938
APPLE INC COM 037833100   515,503,690 3,006,203 SH   SOLE   2,361,573 0 644,630
APPLIED MATLS INC COM 038222105   10,918,438 52,943 SH   SOLE   47,908 0 5,035
APPLOVIN CORP COM CL A 03831W108   808,281 11,677 SH   SOLE   11,651 0 26
APTIV PLC SHS G6095L109   1,263,489 15,863 SH   SOLE   15,863 0 0
ARCH CAP GROUP LTD ORD G0450A105   29,286,009 316,811 SH   SOLE   137,258 0 179,553
ARCHER DANIELS MIDLAND CO COM 039483102   2,631,110 41,890 SH   SOLE   39,228 0 2,662
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   1,184,586 8,908 SH   SOLE   8,908 0 0
ARISTA NETWORKS INC COM 040413106   11,561,502 39,870 SH   SOLE   30,596 0 9,274
ARROW ELECTRS INC COM 042735100   682,384 5,271 SH   SOLE   5,271 0 0
ASPEN TECHNOLOGY INC COM 29109X106   469,002 2,199 SH   SOLE   1,848 0 351
ASSURANT INC COM 04621X108   12,557,680 66,711 SH   SOLE   47,786 0 18,925
AT&T INC COM 00206R102   6,978,962 396,532 SH   SOLE   359,081 0 37,451
ATLASSIAN CORPORATION CL A 049468101   1,683,019 8,626 SH   SOLE   8,388 0 238
ATMOS ENERGY CORP COM 049560105   3,036,653 25,546 SH   SOLE   8,015 0 17,531
AUTODESK INC COM 052769106   2,820,869 10,832 SH   SOLE   10,354 0 478
AUTOMATIC DATA PROCESSING IN COM 053015103   9,954,136 39,858 SH   SOLE   34,686 0 5,172
AUTOZONE INC COM 053332102   15,086,949 4,787 SH   SOLE   2,466 0 2,321
AVALONBAY CMNTYS INC COM 053484101   292,999 1,579 SH   SOLE   1,579 0 0
AVANTOR INC COM 05352A100   730,126 28,554 SH   SOLE   28,554 0 0
AVERY DENNISON CORP COM 053611109   336,884 1,509 SH   SOLE   1,509 0 0
AVNET INC COM 053807103   370,114 7,465 SH   SOLE   7,465 0 0
AXON ENTERPRISE INC COM 05464C101   12,412,259 39,671 SH   SOLE   33,481 0 6,190
BAKER HUGHES COMPANY CL A 05722G100   4,561,768 136,172 SH   SOLE   112,838 0 23,334
BANK AMERICA CORP COM 060505104   7,550,060 199,105 SH   SOLE   196,693 0 2,412
BANK MONTREAL QUE COM 063671101   3,996,815 40,902 SH   SOLE   40,316 0 586
BANK NEW YORK MELLON CORP COM 064058100   5,343,507 92,737 SH   SOLE   82,331 0 10,406
BANK NOVA SCOTIA HALIFAX COM 064149107   3,882,066 74,982 SH   SOLE   61,378 0 13,604
BARRICK GOLD CORP COM 067901108   696,842 41,860 SH   SOLE   41,860 0 0
BAXTER INTL INC COM 071813109   950,581 22,241 SH   SOLE   22,241 0 0
BCE INC COM NEW 05534B760   886,283 26,059 SH   SOLE   26,059 0 0
BECTON DICKINSON & CO COM 075887109   33,105,346 133,786 SH   SOLE   74,757 0 59,029
BENTLEY SYS INC COM CL B 08265T208   376,924 7,218 SH   SOLE   7,218 0 0
BERKLEY W R CORP COM 084423102   8,644,922 97,749 SH   SOLE   55,926 0 41,823
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   40,457,388 96,208 SH   SOLE   67,512 0 28,696
BEST BUY INC COM 086516101   1,048,918 12,787 SH   SOLE   10,958 0 1,829
BILL HOLDINGS INC COM 090043100   2,080,568 30,276 SH   SOLE   26,305 0 3,971
BIOGEN INC COM 09062X103   1,642,455 7,617 SH   SOLE   3,173 0 4,444
BIOMARIN PHARMACEUTICAL INC COM 09061G101   3,175,158 36,354 SH   SOLE   36,354 0 0
BLACKROCK INC COM 09247X101   5,520,761 6,622 SH   SOLE   6,604 0 18
BLACKSTONE INC COM 09260D107   510,373 3,885 SH   SOLE   3,885 0 0
BLOCK H & R INC COM 093671105   1,328,573 27,053 SH   SOLE   16,300 0 10,753
BLOCK INC CL A 852234103   16,605,591 196,330 SH   SOLE   168,073 0 28,257
BOEING CO COM 097023105   37,476,535 194,189 SH   SOLE   168,205 0 25,984
BOOKING HOLDINGS INC COM 09857L108   71,480,120 19,703 SH   SOLE   16,411 0 3,292
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   6,269,214 42,234 SH   SOLE   41,446 0 788
BORGWARNER INC COM 099724106   7,159,774 206,096 SH   SOLE   174,744 0 31,352
BOSTON PROPERTIES INC COM 101121101   444,957 6,813 SH   SOLE   6,813 0 0
BOSTON SCIENTIFIC CORP COM 101137107   2,841,787 41,492 SH   SOLE   24,036 0 17,456
BRISTOL-MYERS SQUIBB CO COM 110122108   38,210,838 704,607 SH   SOLE   397,729 0 306,878
BROADCOM INC COM 11135F101   42,802,792 32,294 SH   SOLE   30,406 0 1,888
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   2,501,547 12,211 SH   SOLE   10,679 0 1,532
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   340,080 8,089 SH   SOLE   8,089 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   2,705,052 64,591 SH   SOLE   64,591 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   1,514,736 61,674 SH   SOLE   46,113 0 15,561
BROWN & BROWN INC COM 115236101   37,836,540 432,220 SH   SOLE   323,778 0 108,442
BROWN FORMAN CORP CL B 115637209   1,480,669 28,684 SH   SOLE   5,923 0 22,761
BUILDERS FIRSTSOURCE INC COM 12008R107   23,624,749 113,281 SH   SOLE   90,292 0 22,989
BUNGE GLOBAL SA COM SHS H11356104   454,677 4,435 SH   SOLE   4,435 0 0
BURLINGTON STORES INC COM 122017106   594,175 2,559 SH   SOLE   2,559 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   10,687,164 140,362 SH   SOLE   124,395 0 15,967
CADENCE DESIGN SYSTEM INC COM 127387108   5,078,222 16,314 SH   SOLE   15,690 0 624
CAE INC COM 124765108   304,520 14,735 SH   SOLE   11,524 0 3,211
CAESARS ENTERTAINMENT INC NE COM 12769G100   378,394 8,651 SH   SOLE   8,651 0 0
CAMECO CORP COM 13321L108   1,056,421 24,382 SH   SOLE   18,599 0 5,783
CAMPBELL SOUP CO COM 134429109   4,066,997 91,496 SH   SOLE   91,496 0 0
CANADIAN IMPERIAL BK COMM TO COM 136069101   3,361,045 66,242 SH   SOLE   57,650 0 8,592
CANADIAN NAT RES LTD COM 136385101   4,578,006 59,962 SH   SOLE   59,962 0 0
CANADIAN NATL RY CO COM 136375102   4,578,787 34,742 SH   SOLE   34,742 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,551,234 28,911 SH   SOLE   28,911 0 0
CAPITAL ONE FINL CORP COM 14040H105   327,260 2,198 SH   SOLE   2,198 0 0
CARDINAL HEALTH INC COM 14149Y108   24,057,270 214,989 SH   SOLE   156,206 0 58,783
CARLISLE COS INC COM 142339100   814,656 2,079 SH   SOLE   2,079 0 0
CARLYLE GROUP INC COM 14316J108   268,888 5,732 SH   SOLE   5,732 0 0
CARMAX INC COM 143130102   513,077 5,890 SH   SOLE   5,890 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   2,443,418 149,536 SH   SOLE   111,199 0 38,337
CARRIER GLOBAL CORPORATION COM 14448C104   7,338,796 126,248 SH   SOLE   108,902 0 17,346
CATERPILLAR INC COM 149123101   59,406,731 162,123 SH   SOLE   130,489 0 31,634
CBOE GLOBAL MKTS INC COM 12503M108   17,471,806 95,095 SH   SOLE   42,600 0 52,495
CBRE GROUP INC CL A 12504L109   1,357,567 13,961 SH   SOLE   12,705 0 1,256
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   141,821 11,858 SH   SOLE   11,858 0 0
CDW CORP COM 12514G108   5,460,390 21,348 SH   SOLE   19,527 0 1,821
CELSIUS HLDGS INC COM NEW 15118V207   585,084 7,056 SH   SOLE   7,051 0 5
CENCORA INC COM 03073E105   15,645,398 64,387 SH   SOLE   23,515 0 40,872
CENOVUS ENERGY INC COM 15135U109   4,670,950 233,444 SH   SOLE   233,444 0 0
CENTERPOINT ENERGY INC COM 15189T107   14,488,789 508,557 SH   SOLE   449,850 0 58,707
CF INDS HLDGS INC COM 125269100   375,360 4,511 SH   SOLE   4,511 0 0
CGI INC CL A SUB VTG 12532H104   5,529,192 50,075 SH   SOLE   50,075 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   224,366 772 SH   SOLE   772 0 0
CHEMED CORP NEW COM 16359R103   240,724 375 SH   SOLE   223 0 152
CHENIERE ENERGY INC COM NEW 16411R208   2,823,047 17,504 SH   SOLE   17,091 0 413
CHESAPEAKE ENERGY CORP COM 165167735   389,608 4,386 SH   SOLE   4,386 0 0
CHEVRON CORP NEW COM 166764100   11,935,556 75,666 SH   SOLE   75,374 0 292
CHIPOTLE MEXICAN GRILL INC COM 169656105   11,789,861 4,056 SH   SOLE   2,167 0 1,889
CHUBB LIMITED COM H1467J104   2,887,229 11,142 SH   SOLE   11,098 0 44
CHURCH & DWIGHT CO INC COM 171340102   13,256,341 127,086 SH   SOLE   15,068 0 112,018
CINCINNATI FINL CORP COM 172062101   2,164,780 17,434 SH   SOLE   16,008 0 1,426
CINTAS CORP COM 172908105   6,983,658 10,165 SH   SOLE   5,945 0 4,220
CIRRUS LOGIC INC COM 172755100   341,546 3,690 SH   SOLE   3,690 0 0
CISCO SYS INC COM 17275R102   31,366,038 628,452 SH   SOLE   574,338 0 54,114
CITIGROUP INC COM NEW 172967424   6,419,557 101,511 SH   SOLE   98,331 0 3,180
CITIZENS FINL GROUP INC COM 174610105   201,192 5,544 SH   SOLE   5,544 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   325,682 14,322 SH   SOLE   14,322 0 0
CLOROX CO DEL COM 189054109   5,760,918 37,626 SH   SOLE   10,150 0 27,476
CLOUDFLARE INC CL A COM 18915M107   7,515,365 77,614 SH   SOLE   60,227 0 17,387
CME GROUP INC COM 12572Q105   3,725,377 17,304 SH   SOLE   3,368 0 13,936
CMS ENERGY CORP COM 125896100   4,481,633 74,273 SH   SOLE   68,361 0 5,912
CNH INDL N V SHS N20944109   148,651 11,470 SH   SOLE   7,202 0 4,268
COCA COLA CO COM 191216100   50,953,948 832,853 SH   SOLE   679,376 0 153,477
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,411,493 19,259 SH   SOLE   19,259 0 0
COHERENT CORP COM 19247G107   303,828 5,012 SH   SOLE   5,012 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   10,752,205 40,556 SH   SOLE   35,428 0 5,128
COLGATE PALMOLIVE CO COM 194162103   7,996,167 88,797 SH   SOLE   32,328 0 56,469
COMCAST CORP NEW CL A 20030N101   52,965,333 1,221,807 SH   SOLE   1,062,158 0 159,649
CONAGRA BRANDS INC COM 205887102   580,381 19,581 SH   SOLE   19,400 0 181
CONFLUENT INC CLASS A COM 20717M103   370,055 12,125 SH   SOLE   10,200 0 1,925
CONOCOPHILLIPS COM 20825C104   8,261,743 64,910 SH   SOLE   63,570 0 1,340
CONSOLIDATED EDISON INC COM 209115104   13,418,448 147,764 SH   SOLE   116,169 0 31,595
CONSTELLATION BRANDS INC CL A 21036P108   2,694,228 9,914 SH   SOLE   2,316 0 7,598
CONSTELLATION ENERGY CORP COM 21037T109   48,796,517 263,979 SH   SOLE   223,793 0 40,186
COOPER COS INC COM 216648501   1,002,222 9,878 SH   SOLE   9,878 0 0
COPART INC COM 217204106   17,960,007 310,083 SH   SOLE   176,022 0 134,061
COREBRIDGE FINL INC COM 21871X109   221,537 7,711 SH   SOLE   7,711 0 0
CORNING INC COM 219350105   594,137 18,026 SH   SOLE   18,026 0 0
CORTEVA INC COM 22052L104   3,030,963 52,557 SH   SOLE   50,195 0 2,362
COSTAR GROUP INC COM 22160N109   472,277 4,889 SH   SOLE   4,889 0 0
COSTCO WHSL CORP NEW COM 22160K105   37,072,543 50,602 SH   SOLE   36,170 0 14,432
COTERRA ENERGY INC COM 127097103   1,544,607 55,402 SH   SOLE   52,795 0 2,607
CROWDSTRIKE HLDGS INC CL A 22788C105   3,427,748 10,692 SH   SOLE   10,692 0 0
CROWN HLDGS INC COM 228368106   536,511 6,769 SH   SOLE   6,769 0 0
CSX CORP COM 126408103   3,486,842 94,061 SH   SOLE   94,061 0 0
CUMMINS INC COM 231021106   506,209 1,718 SH   SOLE   863 0 855
CVS HEALTH CORP COM 126650100   3,855,598 48,340 SH   SOLE   48,261 0 79
D R HORTON INC COM 23331A109   1,204,999 7,323 SH   SOLE   7,323 0 0
DANAHER CORPORATION COM 235851102   3,909,866 15,657 SH   SOLE   15,621 0 36
DARDEN RESTAURANTS INC COM 237194105   1,019,113 6,097 SH   SOLE   6,097 0 0
DARLING INGREDIENTS INC COM 237266101   395,521 8,504 SH   SOLE   8,504 0 0
DATADOG INC CL A COM 23804L103   1,896,518 15,344 SH   SOLE   15,344 0 0
DAVITA INC COM 23918K108   8,041,414 58,250 SH   SOLE   44,560 0 13,690
DECKERS OUTDOOR CORP COM 243537107   5,957,237 6,329 SH   SOLE   4,860 0 1,469
DEERE & CO COM 244199105   9,269,581 22,568 SH   SOLE   20,485 0 2,083
DELL TECHNOLOGIES INC CL C 24703L202   1,432,423 12,553 SH   SOLE   12,046 0 507
DELTA AIR LINES INC DEL COM NEW 247361702   719,342 15,027 SH   SOLE   15,027 0 0
DENTSPLY SIRONA INC COM 24906P109   1,202,009 36,216 SH   SOLE   30,285 0 5,931
DESCARTES SYS GROUP INC COM 249906108   914,831 9,993 SH   SOLE   9,616 0 377
DEVON ENERGY CORP NEW COM 25179M103   204,684 4,079 SH   SOLE   4,079 0 0
DEXCOM INC COM 252131107   2,574,965 18,565 SH   SOLE   15,387 0 3,178
DIAMONDBACK ENERGY INC COM 25278X109   3,095,021 15,618 SH   SOLE   14,116 0 1,502
DICKS SPORTING GOODS INC COM 253393102   352,581 1,568 SH   SOLE   1,568 0 0
DISCOVER FINL SVCS COM 254709108   1,739,564 13,270 SH   SOLE   13,270 0 0
DISNEY WALT CO COM 254687106   16,303,859 133,245 SH   SOLE   123,630 0 9,615
DOCUSIGN INC COM 256163106   9,540,149 160,204 SH   SOLE   117,967 0 42,237
DOLLAR GEN CORP NEW COM 256677105   1,828,868 11,719 SH   SOLE   6,644 0 5,075
DOLLAR TREE INC COM 256746108   3,052,064 22,922 SH   SOLE   13,579 0 9,343
DOMINION ENERGY INC COM 25746U109   707,500 14,383 SH   SOLE   14,383 0 0
DOMINOS PIZZA INC COM 25754A201   9,601,212 19,323 SH   SOLE   5,076 0 14,247
DOORDASH INC CL A 25809K105   1,948,599 14,149 SH   SOLE   14,149 0 0
DOVER CORP COM 260003108   706,633 3,988 SH   SOLE   3,557 0 431
DOW INC COM 260557103   931,051 16,072 SH   SOLE   16,072 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   1,149,235 25,308 SH   SOLE   25,308 0 0
DROPBOX INC CL A 26210C104   1,899,702 78,177 SH   SOLE   55,081 0 23,096
DTE ENERGY CO COM 233331107   3,999,811 35,668 SH   SOLE   14,433 0 21,235
DUKE ENERGY CORP NEW COM NEW 26441C204   2,663,682 27,543 SH   SOLE   27,543 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,645,416 21,461 SH   SOLE   19,943 0 1,518
DYNATRACE INC COM NEW 268150109   1,535,445 33,063 SH   SOLE   27,982 0 5,081
EASTMAN CHEM CO COM 277432100   530,764 5,296 SH   SOLE   4,769 0 527
EATON CORP PLC SHS G29183103   8,871,983 28,374 SH   SOLE   27,084 0 1,290
EBAY INC. COM 278642103   1,895,963 35,922 SH   SOLE   35,922 0 0
ECOLAB INC COM 278865100   1,866,365 8,083 SH   SOLE   6,447 0 1,636
EDISON INTL COM 281020107   3,272,181 46,263 SH   SOLE   43,122 0 3,141
EDWARDS LIFESCIENCES CORP COM 28176E108   21,532,824 225,333 SH   SOLE   176,330 0 49,003
ELECTRONIC ARTS INC COM 285512109   18,506,271 139,491 SH   SOLE   32,910 0 106,581
ELEVANCE HEALTH INC COM 036752103   9,167,788 17,680 SH   SOLE   17,175 0 505
ELI LILLY & CO COM 532457108   170,980,048 219,780 SH   SOLE   185,013 0 34,767
EMERSON ELEC CO COM 291011104   2,061,977 18,180 SH   SOLE   18,120 0 60
ENBRIDGE INC COM 29250N105   4,069,064 112,504 SH   SOLE   112,504 0 0
ENTEGRIS INC COM 29362U104   1,270,060 9,037 SH   SOLE   9,037 0 0
ENTERGY CORP NEW COM 29364G103   4,561,148 43,160 SH   SOLE   40,019 0 3,141
EOG RES INC COM 26875P101   6,334,726 49,552 SH   SOLE   44,393 0 5,159
EQT CORP COM 26884L109   1,073,139 28,949 SH   SOLE   24,048 0 4,901
EQUIFAX INC COM 294429105   985,008 3,682 SH   SOLE   3,682 0 0
EQUINIX INC COM 29444U700   1,348,589 1,634 SH   SOLE   1,634 0 0
EQUITABLE HLDGS INC COM 29452E101   3,819,094 100,476 SH   SOLE   88,809 0 11,667
EQUITY LIFESTYLE PPTYS INC COM 29472R108   2,105,945 32,701 SH   SOLE   32,701 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   240,954 3,818 SH   SOLE   3,818 0 0
ERIE INDTY CO CL A 29530P102   935,256 2,329 SH   SOLE   2,329 0 0
ESSENTIAL UTILS INC COM 29670G102   664,380 17,932 SH   SOLE   16,571 0 1,361
ESSEX PPTY TR INC COM 297178105   502,350 2,052 SH   SOLE   2,052 0 0
EVEREST GROUP LTD COM G3223R108   9,379,418 23,596 SH   SOLE   20,825 0 2,771
EVERGY INC COM 30034W106   3,947,131 73,944 SH   SOLE   66,896 0 7,048
EVERSOURCE ENERGY COM 30040W108   2,190,748 36,653 SH   SOLE   23,803 0 12,850
EXACT SCIENCES CORP COM 30063P105   791,979 11,468 SH   SOLE   11,468 0 0
EXELIXIS INC COM 30161Q104   2,373,925 100,039 SH   SOLE   64,037 0 36,002
EXELON CORP COM 30161N101   1,633,918 43,490 SH   SOLE   42,121 0 1,369
EXPEDIA GROUP INC COM NEW 30212P303   582,959 4,232 SH   SOLE   3,813 0 419
EXPEDITORS INTL WASH INC COM 302130109   1,740,761 14,319 SH   SOLE   10,329 0 3,990
EXTRA SPACE STORAGE INC COM 30225T102   794,535 5,405 SH   SOLE   5,405 0 0
EXXON MOBIL CORP COM 30231G102   75,745,123 651,627 SH   SOLE   592,088 0 59,539
F5 INC COM 315616102   2,746,402 14,486 SH   SOLE   13,401 0 1,085
FACTSET RESH SYS INC COM 303075105   5,213,671 11,474 SH   SOLE   2,565 0 8,909
FAIR ISAAC CORP COM 303250104   37,931,910 30,355 SH   SOLE   18,152 0 12,203
FASTENAL CO COM 311900104   26,637,215 345,310 SH   SOLE   293,148 0 52,162
FEDEX CORP COM 31428X106   59,568,515 205,593 SH   SOLE   175,544 0 30,049
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   803,615 15,134 SH   SOLE   15,134 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   1,165,664 15,714 SH   SOLE   15,714 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   1,885,155 1,153 SH   SOLE   1,153 0 0
FIRST HORIZON CORPORATION COM 320517105   258,489 16,785 SH   SOLE   16,785 0 0
FIRST SOLAR INC COM 336433107   7,952,844 47,114 SH   SOLE   40,234 0 6,880
FIRSTENERGY CORP COM 337932107   699,795 18,120 SH   SOLE   18,120 0 0
FISERV INC COM 337738108   6,813,286 42,631 SH   SOLE   33,242 0 9,389
FMC CORP COM NEW 302491303   545,973 8,571 SH   SOLE   7,232 0 1,339
FORD MTR CO DEL COM 345370860   11,296,872 850,668 SH   SOLE   784,267 0 66,401
FORTINET INC COM 34959E109   13,282,813 194,449 SH   SOLE   151,325 0 43,124
FORTIS INC COM 349553107   523,217 13,231 SH   SOLE   13,231 0 0
FORTIVE CORP COM 34959J108   1,979,063 23,007 SH   SOLE   17,610 0 5,397
FORTUNE BRANDS INNOVATIONS I COM 34964C106   884,971 10,452 SH   SOLE   5,555 0 4,897
FRANCO NEV CORP COM 351858105   1,658,364 13,906 SH   SOLE   13,906 0 0
FRANKLIN RESOURCES INC COM 354613101   729,849 25,964 SH   SOLE   25,270 0 694
FTI CONSULTING INC COM 302941109   531,403 2,527 SH   SOLE   1,522 0 1,005
GALLAGHER ARTHUR J & CO COM 363576109   19,488,617 77,942 SH   SOLE   36,942 0 41,000
GAMING & LEISURE PPTYS INC COM 36467J108   610,427 13,250 SH   SOLE   13,250 0 0
GAP INC COM 364760108   327,074 11,872 SH   SOLE   11,872 0 0
GARTNER INC COM 366651107   2,287,541 4,799 SH   SOLE   2,364 0 2,435
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   9,204,090 101,244 SH   SOLE   89,784 0 11,460
GEN DIGITAL INC COM 668771108   2,900,778 129,499 SH   SOLE   123,284 0 6,215
GENERAL DYNAMICS CORP COM 369550108   3,438,468 12,172 SH   SOLE   11,860 0 312
GENERAL ELECTRIC CO COM NEW 369604301   38,223,062 217,758 SH   SOLE   176,632 0 41,126
GENERAL MLS INC COM 370334104   28,044,749 400,811 SH   SOLE   173,375 0 227,436
GENERAL MTRS CO COM 37045V100   51,345,450 1,132,204 SH   SOLE   966,400 0 165,804
GENUINE PARTS CO COM 372460105   19,334,181 124,793 SH   SOLE   110,051 0 14,742
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   342,266 9,917 SH   SOLE   9,917 0 0
GILEAD SCIENCES INC COM 375558103   20,771,944 283,576 SH   SOLE   136,867 0 146,709
GLOBAL PMTS INC COM 37940X102   422,633 3,162 SH   SOLE   3,162 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   424,592 8,148 SH   SOLE   8,148 0 0
GLOBE LIFE INC COM 37959E102   1,681,080 14,446 SH   SOLE   6,019 0 8,427
GODADDY INC CL A 380237107   1,956,914 16,489 SH   SOLE   13,057 0 3,432
GOLDMAN SACHS GROUP INC COM 38141G104   17,231,382 41,254 SH   SOLE   38,183 0 3,071
GRACO INC COM 384109104   573,751 6,139 SH   SOLE   6,139 0 0
GRAINGER W W INC COM 384802104   19,802,761 19,466 SH   SOLE   14,458 0 5,008
HARTFORD FINL SVCS GROUP INC COM 416515104   13,526,754 131,264 SH   SOLE   113,989 0 17,275
HASBRO INC COM 418056107   1,379,707 24,411 SH   SOLE   17,285 0 7,126
HCA HEALTHCARE INC COM 40412C101   64,858,245 194,460 SH   SOLE   160,529 0 33,931
HEALTHPEAK PROPERTIES INC COM 42250P103   3,044,437 162,370 SH   SOLE   162,370 0 0
HEICO CORP NEW CL A 422806208   569,271 3,698 SH   SOLE   3,698 0 0
HEICO CORP NEW COM 422806109   453,052 2,372 SH   SOLE   2,372 0 0
HENRY JACK & ASSOC INC COM 426281101   5,268,881 30,328 SH   SOLE   29,120 0 1,208
HENRY SCHEIN INC COM 806407102   7,697,150 101,922 SH   SOLE   65,930 0 35,992
HERSHEY CO COM 427866108   4,891,482 25,149 SH   SOLE   3,962 0 21,187
HESS CORP COM 42809H107   2,004,010 13,129 SH   SOLE   8,546 0 4,583
HEWLETT PACKARD ENTERPRISE C COM 42824C109   30,807,720 1,737,604 SH   SOLE   1,459,067 0 278,537
HF SINCLAIR CORP COM 403949100   332,457 5,507 SH   SOLE   5,507 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   4,798,622 22,496 SH   SOLE   3,716 0 18,780
HOLOGIC INC COM 436440101   3,171,959 40,687 SH   SOLE   10,085 0 30,602
HOME DEPOT INC COM 437076102   12,257,556 31,954 SH   SOLE   31,826 0 128
HONEYWELL INTL INC COM 438516106   10,179,375 49,595 SH   SOLE   47,393 0 2,202
HORMEL FOODS CORP COM 440452100   6,852,711 196,409 SH   SOLE   72,661 0 123,748
HOST HOTELS & RESORTS INC COM 44107P104   8,928,235 431,733 SH   SOLE   380,801 0 50,932
HOWMET AEROSPACE INC COM 443201108   5,135,331 75,045 SH   SOLE   54,668 0 20,377
HP INC COM 40434L105   9,333,811 308,862 SH   SOLE   259,284 0 49,578
HUBBELL INC COM 443510607   15,519,966 37,393 SH   SOLE   30,716 0 6,677
HUBSPOT INC COM 443573100   1,769,406 2,824 SH   SOLE   2,711 0 113
HUMANA INC COM 444859102   49,798,006 143,626 SH   SOLE   106,000 0 37,626
HUNT J B TRANS SVCS INC COM 445658107   953,412 4,785 SH   SOLE   4,785 0 0
HYATT HOTELS CORP COM CL A 448579102   236,238 1,480 SH   SOLE   1,480 0 0
IDEX CORP COM 45167R104   3,367,234 13,799 SH   SOLE   11,679 0 2,120
IDEXX LABS INC COM 45168D104   2,208,314 4,090 SH   SOLE   4,090 0 0
ILLINOIS TOOL WKS INC COM 452308109   5,582,873 20,806 SH   SOLE   16,303 0 4,503
IMPERIAL OIL LTD COM NEW 453038408   720,365 10,435 SH   SOLE   10,435 0 0
INCYTE CORP COM 45337C102   2,977,651 52,267 SH   SOLE   2,599 0 49,668
INGERSOLL RAND INC COM 45687V106   5,822,620 61,323 SH   SOLE   34,701 0 26,622
INSPIRE MED SYS INC COM 457730109   2,147,470 9,998 SH   SOLE   6,645 0 3,353
INSULET CORP COM 45784P101   1,139,640 6,649 SH   SOLE   6,649 0 0
INTEL CORP COM 458140100   5,831,809 132,031 SH   SOLE   131,602 0 429
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,107,902 15,338 SH   SOLE   13,283 0 2,055
INTERNATIONAL BUSINESS MACHS COM 459200101   36,451,974 190,888 SH   SOLE   121,470 0 69,418
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   983,210 11,434 SH   SOLE   10,740 0 694
INTERPUBLIC GROUP COS INC COM 460690100   2,871,734 88,009 SH   SOLE   72,668 0 15,341
INTUIT COM 461202103   2,990,650 4,601 SH   SOLE   4,601 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   7,995,767 20,035 SH   SOLE   19,360 0 675
INVITATION HOMES INC COM 46187W107   776,726 21,812 SH   SOLE   21,812 0 0
IQVIA HLDGS INC COM 46266C105   216,727 857 SH   SOLE   857 0 0
IRON MTN INC DEL COM 46284V101   4,370,725 54,491 SH   SOLE   51,533 0 2,958
JABIL INC COM 466313103   12,834,958 95,819 SH   SOLE   75,893 0 19,926
JACOBS SOLUTIONS INC COM 46982L108   1,172,191 7,625 SH   SOLE   7,625 0 0
JOHNSON & JOHNSON COM 478160104   31,905,818 201,693 SH   SOLE   87,551 0 114,142
JOHNSON CTLS INTL PLC SHS G51502105   6,257,262 95,794 SH   SOLE   88,472 0 7,322
JONES LANG LASALLE INC COM 48020Q107   378,084 1,938 SH   SOLE   1,938 0 0
JPMORGAN CHASE & CO COM 46625H100   33,799,423 168,744 SH   SOLE   162,638 0 6,106
JUNIPER NETWORKS INC COM 48203R104   4,067,225 109,747 SH   SOLE   101,895 0 7,852
KE HLDGS INC SPONSORED ADS 482497104   274,738 20,010 SH   SOLE   20,010 0 0
KELLANOVA COM 487836108   11,905,149 207,805 SH   SOLE   88,689 0 119,116
KENVUE INC COM 49177J102   8,172,569 380,828 SH   SOLE   17,964 0 362,864
KEURIG DR PEPPER INC COM 49271V100   271,000 8,836 SH   SOLE   8,836 0 0
KEYCORP COM 493267108   207,237 13,108 SH   SOLE   13,108 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   3,637,243 23,259 SH   SOLE   23,259 0 0
KIMBERLY-CLARK CORP COM 494368103   9,780,670 75,614 SH   SOLE   28,585 0 47,029
KINDER MORGAN INC DEL COM 49456B101   897,816 48,954 SH   SOLE   48,954 0 0
KINROSS GOLD CORP COM 496902404   202,169 32,926 SH   SOLE   32,926 0 0
KINSALE CAP GROUP INC COM 49714P108   1,743,187 3,322 SH   SOLE   2,020 0 1,302
KKR & CO INC COM 48251W104   2,915,613 28,988 SH   SOLE   28,988 0 0
KLA CORP COM NEW 482480100   5,453,039 7,806 SH   SOLE   7,615 0 191
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   457,271 8,311 SH   SOLE   8,311 0 0
KRAFT HEINZ CO COM 500754106   5,901,602 159,935 SH   SOLE   134,695 0 25,240
KROGER CO COM 501044101   26,511,293 464,052 SH   SOLE   185,569 0 278,483
L3HARRIS TECHNOLOGIES INC COM 502431109   815,534 3,827 SH   SOLE   646 0 3,181
LAM RESEARCH CORP COM 512807108   11,444,122 11,779 SH   SOLE   10,741 0 1,038
LAMB WESTON HLDGS INC COM 513272104   1,034,194 9,708 SH   SOLE   9,708 0 0
LAS VEGAS SANDS CORP COM 517834107   2,891,528 55,929 SH   SOLE   54,753 0 1,176
LATTICE SEMICONDUCTOR CORP COM 518415104   2,483,567 31,747 SH   SOLE   27,253 0 4,494
LEAR CORP COM NEW 521865204   3,195,908 22,059 SH   SOLE   19,919 0 2,140
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   237,036 4,226 SH   SOLE   4,226 0 0
LEIDOS HOLDINGS INC COM 525327102   10,789,363 82,305 SH   SOLE   25,230 0 57,075
LENNAR CORP CL A 526057104   1,410,407 8,201 SH   SOLE   8,201 0 0
LENNOX INTL INC COM 526107107   11,524,962 23,580 SH   SOLE   20,145 0 3,435
LIBERTY BROADBAND CORP COM SER C 530307305   672,510 11,751 SH   SOLE   11,751 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   857,590 13,073 SH   SOLE   13,073 0 0
LINDE PLC SHS G54950103   7,938,945 17,098 SH   SOLE   17,063 0 35
LIVE NATION ENTERTAINMENT IN COM 538034109   586,178 5,542 SH   SOLE   5,542 0 0
LKQ CORP COM 501889208   1,218,871 22,821 SH   SOLE   21,131 0 1,690
LOCKHEED MARTIN CORP COM 539830109   29,206,292 64,208 SH   SOLE   22,223 0 41,985
LOEWS CORP COM 540424108   6,800,819 86,867 SH   SOLE   28,235 0 58,632
LOWES COS INC COM 548661107   4,465,671 17,531 SH   SOLE   17,455 0 76
LPL FINL HLDGS INC COM 50212V100   11,056,769 41,850 SH   SOLE   29,649 0 12,201
LULULEMON ATHLETICA INC COM 550021109   2,353,276 6,024 SH   SOLE   5,483 0 541
LYFT INC CL A COM 55087P104   2,337,636 120,808 SH   SOLE   75,275 0 45,533
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   10,264,209 100,354 SH   SOLE   93,803 0 6,551
MAGNA INTL INC COM 559222401   876,931 16,084 SH   SOLE   16,084 0 0
MANHATTAN ASSOCIATES INC COM 562750109   4,540,674 18,146 SH   SOLE   14,268 0 3,878
MANULIFE FINL CORP COM 56501R106   1,705,023 68,211 SH   SOLE   68,211 0 0
MARATHON OIL CORP COM 565849106   246,218 8,688 SH   SOLE   8,688 0 0
MARATHON PETE CORP COM 56585A102   30,928,846 153,493 SH   SOLE   133,349 0 20,144
MARKEL GROUP INC COM 570535104   1,153,280 758 SH   SOLE   758 0 0
MARKETAXESS HLDGS INC COM 57060D108   913,616 4,167 SH   SOLE   2,501 0 1,666
MARRIOTT INTL INC NEW CL A 571903202   1,819,155 7,210 SH   SOLE   7,080 0 130
MARSH & MCLENNAN COS INC COM 571748102   50,257,883 243,994 SH   SOLE   193,681 0 50,313
MARTIN MARIETTA MATLS INC COM 573284106   2,170,891 3,536 SH   SOLE   3,535 0 1
MARVELL TECHNOLOGY INC COM 573874104   5,529,277 78,009 SH   SOLE   71,739 0 6,270
MASCO CORP COM 574599106   1,681,801 21,321 SH   SOLE   20,118 0 1,203
MASTERCARD INCORPORATED CL A 57636Q104   13,810,949 28,679 SH   SOLE   28,327 0 352
MCCORMICK & CO INC COM NON VTG 579780206   30,894,750 402,223 SH   SOLE   335,894 0 66,329
MCDONALDS CORP COM 580135101   21,090,988 74,804 SH   SOLE   38,247 0 36,557
MCKESSON CORP COM 58155Q103   20,683,223 38,527 SH   SOLE   16,069 0 22,458
MEDTRONIC PLC SHS G5960L103   2,381,026 27,321 SH   SOLE   27,248 0 73
MERCADOLIBRE INC COM 58733R102   3,397,373 2,247 SH   SOLE   2,246 0 1
MERCK & CO INC COM 58933Y105   36,519,274 276,766 SH   SOLE   150,000 0 126,766
META PLATFORMS INC CL A 30303M102   240,691,811 495,679 SH   SOLE   410,056 0 85,623
METLIFE INC COM 59156R108   2,396,643 32,339 SH   SOLE   32,339 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   457,963 344 SH   SOLE   344 0 0
MGM RESORTS INTERNATIONAL COM 552953101   1,494,055 31,647 SH   SOLE   31,647 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   4,733,727 52,767 SH   SOLE   49,841 0 2,926
MICRON TECHNOLOGY INC COM 595112103   5,190,106 44,025 SH   SOLE   42,696 0 1,329
MICROSOFT CORP COM 594918104   399,357,522 949,224 SH   SOLE   729,580 0 219,644
MID-AMER APT CMNTYS INC COM 59522J103   270,265 2,054 SH   SOLE   2,054 0 0
MKS INSTRS INC COM 55306N104   571,102 4,294 SH   SOLE   4,294 0 0
MODERNA INC COM 60770K107   35,250,580 330,805 SH   SOLE   283,298 0 47,507
MOLINA HEALTHCARE INC COM 60855R100   6,493,579 15,806 SH   SOLE   2,363 0 13,443
MOLSON COORS BEVERAGE CO CL B 60871R209   2,900,630 43,132 SH   SOLE   38,985 0 4,147
MONDELEZ INTL INC CL A 609207105   6,379,450 91,135 SH   SOLE   52,531 0 38,604
MONGODB INC CL A 60937P106   2,085,133 5,814 SH   SOLE   5,497 0 317
MONOLITHIC PWR SYS INC COM 609839105   1,474,743 2,177 SH   SOLE   2,177 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   4,324,417 72,949 SH   SOLE   33,362 0 39,587
MOODYS CORP COM 615369105   3,054,629 7,772 SH   SOLE   7,756 0 16
MORGAN STANLEY COM NEW 617446448   7,019,064 74,544 SH   SOLE   72,639 0 1,905
MOSAIC CO NEW COM 61945C103   9,328,292 287,378 SH   SOLE   251,261 0 36,117
MOTOROLA SOLUTIONS INC COM NEW 620076307   7,759,863 21,860 SH   SOLE   21,847 0 13
MSCI INC COM 55354G100   2,973,745 5,306 SH   SOLE   4,958 0 348
MURPHY USA INC COM 626755102   3,619,792 8,635 SH   SOLE   5,997 0 2,638
NASDAQ INC COM 631103108   2,833,757 44,909 SH   SOLE   38,920 0 5,989
NETAPP INC COM 64110D104   24,972,570 237,902 SH   SOLE   193,321 0 44,581
NETFLIX INC COM 64110L106   94,402,159 155,438 SH   SOLE   126,636 0 28,802
NEUROCRINE BIOSCIENCES INC COM 64125C109   3,335,734 24,186 SH   SOLE   19,818 0 4,368
NEW YORK TIMES CO CL A 650111107   428,353 9,911 SH   SOLE   9,911 0 0
NEWMONT CORP COM 651639106   710,994 19,838 SH   SOLE   19,838 0 0
NEXTERA ENERGY INC COM 65339F101   6,410,685 100,308 SH   SOLE   98,592 0 1,716
NIKE INC CL B 654106103   4,728,040 50,309 SH   SOLE   50,181 0 128
NIO INC SPON ADS 62914V106   235,242 52,276 SH   SOLE   52,276 0 0
NISOURCE INC COM 65473P105   7,997,445 289,134 SH   SOLE   258,223 0 30,911
NORDSON CORP COM 655663102   2,380,812 8,672 SH   SOLE   8,376 0 296
NORFOLK SOUTHN CORP COM 655844108   1,719,097 6,745 SH   SOLE   6,721 0 24
NORTHERN TR CORP COM 665859104   5,054,656 56,845 SH   SOLE   49,669 0 7,176
NORTHROP GRUMMAN CORP COM 666807102   22,390,277 46,777 SH   SOLE   33,341 0 13,436
NRG ENERGY INC COM NEW 629377508   2,080,384 30,734 SH   SOLE   28,883 0 1,851
NU HLDGS LTD ORD SHS CL A G6683N103   1,151,401 96,513 SH   SOLE   69,868 0 26,645
NUCOR CORP COM 670346105   4,959,968 25,063 SH   SOLE   22,151 0 2,912
NUTANIX INC CL A 67059N108   213,922 3,466 SH   SOLE   3,466 0 0
NUTRIEN LTD COM 67077M108   2,153,433 39,604 SH   SOLE   38,008 0 1,596
NVIDIA CORPORATION COM 67066G104   399,921,078 442,606 SH   SOLE   352,412 0 90,194
NVR INC COM 62944T105   688,497 85 SH   SOLE   85 0 0
NXP SEMICONDUCTORS N V COM N6596X109   18,279,233 73,775 SH   SOLE   57,933 0 15,842
OCCIDENTAL PETE CORP COM 674599105   2,620,202 40,317 SH   SOLE   38,981 0 1,336
OKTA INC CL A 679295105   1,159,712 11,085 SH   SOLE   10,457 0 628
OLD DOMINION FREIGHT LINE IN COM 679580100   31,229,305 142,398 SH   SOLE   117,766 0 24,632
OMNICOM GROUP INC COM 681919106   3,652,981 37,753 SH   SOLE   35,400 0 2,353
ON SEMICONDUCTOR CORP COM 682189105   18,896,394 256,919 SH   SOLE   215,103 0 41,816
ONEOK INC NEW COM 682680103   4,229,769 52,760 SH   SOLE   44,428 0 8,332
OPEN TEXT CORP COM 683715106   762,068 19,623 SH   SOLE   16,999 0 2,624
ORACLE CORP COM 68389X105   25,866,867 205,930 SH   SOLE   182,297 0 23,633
OREILLY AUTOMOTIVE INC COM 67103H107   23,506,666 20,823 SH   SOLE   13,105 0 7,718
OTIS WORLDWIDE CORP COM 68902V107   3,892,873 39,215 SH   SOLE   38,851 0 364
OVINTIV INC COM 69047Q102   520,090 10,021 SH   SOLE   9,772 0 249
OWENS CORNING NEW COM 690742101   8,711,131 52,225 SH   SOLE   48,766 0 3,459
PACCAR INC COM 693718108   4,566,463 36,859 SH   SOLE   35,950 0 909
PACKAGING CORP AMER COM 695156109   458,130 2,414 SH   SOLE   2,414 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   34,863,534 1,515,147 SH   SOLE   1,201,478 0 313,669
PALO ALTO NETWORKS INC COM 697435105   1,408,432 4,957 SH   SOLE   3,923 0 1,034
PARKER-HANNIFIN CORP COM 701094104   6,290,987 11,319 SH   SOLE   10,819 0 500
PAYCHEX INC COM 704326107   27,530,284 224,188 SH   SOLE   181,751 0 42,437
PAYCOM SOFTWARE INC COM 70432V102   701,710 3,526 SH   SOLE   2,176 0 1,350
PAYLOCITY HLDG CORP COM 70438V106   336,331 1,957 SH   SOLE   1,957 0 0
PAYPAL HLDGS INC COM 70450Y103   1,867,145 27,872 SH   SOLE   27,872 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,734,682 14,922 SH   SOLE   14,922 0 0
PEMBINA PIPELINE CORP COM 706327103   1,386,928 39,261 SH   SOLE   38,732 0 529
PENTAIR PLC SHS G7S00T104   1,574,403 18,427 SH   SOLE   15,703 0 2,724
PEPSICO INC COM 713448108   9,796,709 55,978 SH   SOLE   48,452 0 7,526
PFIZER INC COM 717081103   15,455,060 556,939 SH   SOLE   527,239 0 29,700
PG&E CORP COM 69331C108   6,164,982 367,839 SH   SOLE   344,235 0 23,604
PHILIP MORRIS INTL INC COM 718172109   1,994,019 21,764 SH   SOLE   9,994 0 11,770
PHILLIPS 66 COM 718546104   16,948,813 103,764 SH   SOLE   93,765 0 9,999
PINNACLE WEST CAP CORP COM 723484101   897,880 12,015 SH   SOLE   10,620 0 1,395
PINTEREST INC CL A 72352L106   1,403,407 40,479 SH   SOLE   40,062 0 417
PIONEER NAT RES CO COM 723787107   5,848,242 22,279 SH   SOLE   18,046 0 4,233
PNC FINL SVCS GROUP INC COM 693475105   292,497 1,810 SH   SOLE   1,769 0 41
POOL CORP COM 73278L105   216,680 537 SH   SOLE   537 0 0
PPG INDS INC COM 693506107   578,007 3,989 SH   SOLE   3,647 0 342
PPL CORP COM 69351T106   1,229,490 44,660 SH   SOLE   44,660 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   20,266,885 234,815 SH   SOLE   204,152 0 30,663
PROCTER AND GAMBLE CO COM 742718109   36,977,912 227,907 SH   SOLE   209,537 0 18,370
PROGRESSIVE CORP COM 743315103   32,240,762 155,888 SH   SOLE   132,605 0 23,283
PROLOGIS INC. COM 74340W103   3,495,496 26,843 SH   SOLE   26,843 0 0
PRUDENTIAL FINL INC COM 744320102   1,207,928 10,289 SH   SOLE   9,086 0 1,203
PTC INC COM 69370C100   5,115,171 27,073 SH   SOLE   16,199 0 10,874
PUBLIC STORAGE COM 74460D109   1,085,694 3,743 SH   SOLE   3,743 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   1,138,800 17,053 SH   SOLE   17,053 0 0
PULTE GROUP INC COM 745867101   16,894,276 140,062 SH   SOLE   112,074 0 27,988
QORVO INC COM 74736K101   4,100,923 35,713 SH   SOLE   31,605 0 4,108
QUALCOMM INC COM 747525103   10,462,235 61,797 SH   SOLE   50,930 0 10,867
QUANTA SVCS INC COM 74762E102   2,273,251 8,750 SH   SOLE   8,750 0 0
QUEST DIAGNOSTICS INC COM 74834L100   14,908,721 112,003 SH   SOLE   53,865 0 58,138
RAYMOND JAMES FINL INC COM 754730109   422,630 3,291 SH   SOLE   3,291 0 0
RB GLOBAL INC COM 74935Q107   613,495 8,049 SH   SOLE   4,028 0 4,021
REALTY INCOME CORP COM 756109104   1,241,108 22,941 SH   SOLE   22,941 0 0
REGAL REXNORD CORPORATION COM 758750103   255,562 1,419 SH   SOLE   1,419 0 0
REGENCY CTRS CORP COM 758849103   1,032,912 17,056 SH   SOLE   17,056 0 0
REGENERON PHARMACEUTICALS COM 75886F107   12,414,195 12,898 SH   SOLE   5,569 0 7,329
REGIONS FINANCIAL CORP NEW COM 7591EP100   829,271 39,414 SH   SOLE   39,414 0 0
RELIANCE INC COM 759509102   4,328,635 12,953 SH   SOLE   12,197 0 756
RENAISSANCERE HLDGS LTD COM G7496G103   1,105,346 4,703 SH   SOLE   2,812 0 1,891
REPLIGEN CORP COM 759916109   473,410 2,574 SH   SOLE   2,574 0 0
REPUBLIC SVCS INC COM 760759100   14,183,406 74,088 SH   SOLE   34,628 0 39,460
RESTAURANT BRANDS INTL INC COM 76131D103   721,452 9,077 SH   SOLE   9,077 0 0
RITHM CAPITAL CORP COM NEW 64828T201   567,040 50,810 SH   SOLE   50,810 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   831,235 75,912 SH   SOLE   57,524 0 18,388
RLI CORP COM 749607107   663,513 4,469 SH   SOLE   3,003 0 1,466
ROBERT HALF INC. COM 770323103   500,257 6,310 SH   SOLE   6,310 0 0
ROBINHOOD MKTS INC COM CL A 770700102   580,127 28,819 SH   SOLE   28,819 0 0
ROBLOX CORP CL A 771049103   980,501 25,681 SH   SOLE   25,681 0 0
ROCKWELL AUTOMATION INC COM 773903109   42,804,535 146,928 SH   SOLE   120,273 0 26,655
ROGERS COMMUNICATIONS INC CL B 775109200   834,591 20,352 SH   SOLE   20,352 0 0
ROKU INC COM CL A 77543R102   1,060,838 16,278 SH   SOLE   16,244 0 34
ROLLINS INC COM 775711104   26,474,815 572,181 SH   SOLE   390,133 0 182,048
ROPER TECHNOLOGIES INC COM 776696106   6,392,455 11,398 SH   SOLE   2,870 0 8,528
ROSS STORES INC COM 778296103   508,377 3,464 SH   SOLE   3,464 0 0
ROYAL BK CDA COM 780087102   6,619,013 65,570 SH   SOLE   65,570 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   10,601,182 76,262 SH   SOLE   69,734 0 6,528
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   385,517 12,694 SH   SOLE   12,694 0 0
RPM INTL INC COM 749685103   906,518 7,621 SH   SOLE   7,621 0 0
RTX CORPORATION COM 75513E101   2,483,992 25,469 SH   SOLE   25,469 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   836,774 15,077 SH   SOLE   9,106 0 5,971
S&P GLOBAL INC COM 78409V104   4,195,363 9,861 SH   SOLE   9,664 0 197
SALESFORCE INC COM 79466L302   14,912,323 49,513 SH   SOLE   47,389 0 2,124
SBA COMMUNICATIONS CORP NEW CL A 78410G104   5,932,163 27,375 SH   SOLE   24,821 0 2,554
SCHLUMBERGER LTD COM STK 806857108   11,014,673 200,961 SH   SOLE   177,713 0 23,248
SCHWAB CHARLES CORP COM 808513105   1,504,601 20,799 SH   SOLE   20,799 0 0
SEA LTD SPONSORD ADS 81141R100   370,706 6,902 SH   SOLE   6,902 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   2,404,877 25,845 SH   SOLE   22,820 0 3,025
SEI INVTS CO COM 784117103   218,719 3,042 SH   SOLE   3,042 0 0
SEMPRA COM 816851109   3,092,281 43,050 SH   SOLE   42,984 0 66
SERVICENOW INC COM 81762P102   4,527,131 5,938 SH   SOLE   4,605 0 1,333
SHERWIN WILLIAMS CO COM 824348106   4,313,837 12,420 SH   SOLE   10,276 0 2,144
SHOPIFY INC CL A 82509L107   2,706,005 35,046 SH   SOLE   35,046 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,637,197 10,462 SH   SOLE   10,444 0 18
SKECHERS U S A INC CL A 830566105   728,504 11,892 SH   SOLE   11,892 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   4,694,481 43,339 SH   SOLE   39,527 0 3,812
SMITH A O CORP COM 831865209   4,608,802 51,518 SH   SOLE   46,189 0 5,329
SMUCKER J M CO COM NEW 832696405   3,834,376 30,463 SH   SOLE   17,012 0 13,451
SNAP INC CL A 83304A106   883,523 76,962 SH   SOLE   76,962 0 0
SNAP ON INC COM 833034101   7,779,332 26,262 SH   SOLE   18,588 0 7,674
SNOWFLAKE INC CL A 833445109   2,973,441 18,400 SH   SOLE   17,925 0 475
SOUTHERN CO COM 842587107   2,998,014 41,790 SH   SOLE   41,790 0 0
SOUTHERN COPPER CORP COM 84265V105   361,636 3,395 SH   SOLE   3,395 0 0
SOUTHWESTERN ENERGY CO COM 845467109   664,054 87,606 SH   SOLE   87,606 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   285,540 1,082 SH   SOLE   1,081 0 1
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   244,349 3,796 SH   SOLE   3,796 0 0
STANLEY BLACK & DECKER INC COM 854502101   321,112 3,279 SH   SOLE   3,279 0 0
STANTEC INC COM 85472N109   232,748 2,801 SH   SOLE   2,801 0 0
STARBUCKS CORP COM 855244109   87,906,856 961,887 SH   SOLE   785,088 0 176,799
STATE STR CORP COM 857477103   22,660,946 293,080 SH   SOLE   251,832 0 41,248
STEEL DYNAMICS INC COM 858119100   4,684,662 31,604 SH   SOLE   25,368 0 6,236
STERIS PLC SHS USD G8473T100   427,608 1,902 SH   SOLE   1,902 0 0
STRYKER CORPORATION COM 863667101   1,793,289 5,011 SH   SOLE   4,992 0 19
SUN CMNTYS INC COM 866674104   868,814 6,757 SH   SOLE   6,757 0 0
SUN LIFE FINANCIAL INC. COM 866796105   1,960,630 35,902 SH   SOLE   26,892 0 9,010
SUNCOR ENERGY INC NEW COM 867224107   3,232,949 87,527 SH   SOLE   87,527 0 0
SUPER MICRO COMPUTER INC COM 86800U104   2,034,201 2,014 SH   SOLE   2,013 0 1
SYNCHRONY FINANCIAL COM 87165B103   779,350 18,074 SH   SOLE   18,074 0 0
SYNOPSYS INC COM 871607107   29,868,883 52,264 SH   SOLE   43,692 0 8,572
SYSCO CORP COM 871829107   250,197 3,082 SH   SOLE   3,082 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   5,527,094 37,222 SH   SOLE   4,656 0 32,566
TAL EDUCATION GROUP SPONSORED ADS 874080104   174,121 15,341 SH   SOLE   15,341 0 0
TARGA RES CORP COM 87612G101   1,163,016 10,385 SH   SOLE   10,385 0 0
TARGET CORP COM 87612E106   7,139,790 40,290 SH   SOLE   36,253 0 4,037
TC ENERGY CORP COM 87807B107   1,158,831 28,809 SH   SOLE   28,809 0 0
TE CONNECTIVITY LTD SHS H84989104   3,395,275 23,377 SH   SOLE   21,698 0 1,679
TECK RESOURCES LTD CL B 878742204   1,085,848 23,703 SH   SOLE   23,703 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   2,402,904 5,597 SH   SOLE   2,104 0 3,493
TELEFLEX INCORPORATED COM 879369106   517,930 2,290 SH   SOLE   2,290 0 0
TERADYNE INC COM 880770102   602,287 5,338 SH   SOLE   5,338 0 0
TESLA INC COM 88160R101   139,449,633 793,274 SH   SOLE   652,732 0 140,542
TEXAS INSTRS INC COM 882508104   3,800,741 21,817 SH   SOLE   20,469 0 1,348
TEXAS PACIFIC LAND CORPORATI COM 88262P102   564,047 975 SH   SOLE   975 0 0
TEXTRON INC COM 883203101   1,244,404 12,972 SH   SOLE   12,008 0 964
TFI INTL INC COM 87241L109   1,218,053 7,632 SH   SOLE   7,632 0 0
THE CIGNA GROUP COM 125523100   14,812,341 40,784 SH   SOLE   36,870 0 3,914
THE TRADE DESK INC COM CL A 88339J105   1,959,169 22,411 SH   SOLE   22,411 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,529,745 2,632 SH   SOLE   2,611 0 21
THOMSON REUTERS CORP. COM 884903808   7,907,882 50,771 SH   SOLE   49,917 0 854
TJX COS INC NEW COM 872540109   4,600,814 45,364 SH   SOLE   45,291 0 73
TKO GROUP HOLDINGS INC CL A 87256C101   2,565,858 29,694 SH   SOLE   18,993 0 10,701
T-MOBILE US INC COM 872590104   10,478,399 64,198 SH   SOLE   30,932 0 33,266
TOAST INC CL A 888787108   535,207 21,477 SH   SOLE   21,477 0 0
TOLL BROTHERS INC COM 889478103   972,086 7,514 SH   SOLE   7,514 0 0
TORO CO COM 891092108   1,185,601 12,939 SH   SOLE   8,692 0 4,247
TORONTO DOMINION BK ONT COM NEW 891160509   6,454,408 106,855 SH   SOLE   103,449 0 3,406
TRADEWEB MKTS INC CL A 892672106   4,937,866 47,402 SH   SOLE   39,147 0 8,255
TRANE TECHNOLOGIES PLC SHS G8994E103   10,106,535 33,666 SH   SOLE   28,486 0 5,180
TRANSDIGM GROUP INC COM 893641100   8,331,774 6,765 SH   SOLE   3,717 0 3,048
TRANSUNION COM 89400J107   547,428 6,860 SH   SOLE   6,860 0 0
TRAVELERS COMPANIES INC COM 89417E109   6,850,577 29,767 SH   SOLE   18,640 0 11,127
TRUIST FINL CORP COM 89832Q109   344,193 8,830 SH   SOLE   8,830 0 0
TWILIO INC CL A 90138F102   707,507 11,570 SH   SOLE   9,313 0 2,257
TYLER TECHNOLOGIES INC COM 902252105   879,770 2,070 SH   SOLE   2,070 0 0
TYSON FOODS INC CL A 902494103   2,123,031 36,149 SH   SOLE   6,882 0 29,267
U HAUL HOLDING COMPANY COM SER N 023586506   225,245 3,378 SH   SOLE   3,378 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,503,430 45,505 SH   SOLE   45,488 0 17
UDR INC COM 902653104   212,676 5,685 SH   SOLE   5,685 0 0
UIPATH INC CL A 90364P105   313,866 13,845 SH   SOLE   13,845 0 0
ULTA BEAUTY INC COM 90384S303   26,239,164 50,182 SH   SOLE   38,926 0 11,256
UNION PAC CORP COM 907818108   7,777,535 31,625 SH   SOLE   31,260 0 365
UNITED PARCEL SERVICE INC CL B 911312106   5,947,875 40,018 SH   SOLE   39,856 0 162
UNITED RENTALS INC COM 911363109   16,272,568 22,566 SH   SOLE   19,102 0 3,464
UNITED THERAPEUTICS CORP DEL COM 91307C102   4,459,324 19,412 SH   SOLE   18,200 0 1,212
UNITEDHEALTH GROUP INC COM 91324P102   165,183,299 333,906 SH   SOLE   276,712 0 57,194
UNITY SOFTWARE INC COM 91332U101   327,343 12,260 SH   SOLE   12,260 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   417,587 2,479 SH   SOLE   2,479 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   2,624,140 14,382 SH   SOLE   13,157 0 1,225
UNUM GROUP COM 91529Y106   270,018 5,032 SH   SOLE   5,032 0 0
US BANCORP DEL COM NEW 902973304   418,973 9,373 SH   SOLE   9,373 0 0
VALERO ENERGY CORP COM 91913Y100   11,209,040 65,669 SH   SOLE   60,376 0 5,293
VEEVA SYS INC CL A COM 922475108   1,650,559 7,124 SH   SOLE   7,124 0 0
VENTAS INC COM 92276F100   818,900 18,808 SH   SOLE   18,808 0 0
VERISIGN INC COM 92343E102   19,258,386 101,622 SH   SOLE   69,747 0 31,875
VERISK ANALYTICS INC COM 92345Y106   4,909,078 20,825 SH   SOLE   5,400 0 15,425
VERIZON COMMUNICATIONS INC COM 92343V104   11,683,006 278,432 SH   SOLE   68,511 0 209,921
VERTEX PHARMACEUTICALS INC COM 92532F100   8,592,195 20,555 SH   SOLE   13,528 0 7,027
VERTIV HOLDINGS CO COM CL A 92537N108   1,561,040 19,114 SH   SOLE   19,109 0 5
VICI PPTYS INC COM 925652109   933,738 31,344 SH   SOLE   31,344 0 0
VISA INC COM CL A 92826C839   20,779,737 74,458 SH   SOLE   66,819 0 7,639
VISTRA CORP COM 92840M102   13,319,935 191,241 SH   SOLE   166,872 0 24,369
VOYA FINANCIAL INC COM 929089100   232,774 3,149 SH   SOLE   3,149 0 0
VULCAN MATLS CO COM 929160109   2,530,787 9,273 SH   SOLE   9,270 0 3
WABTEC COM 929740108   6,290,028 43,177 SH   SOLE   39,888 0 3,289
WALMART INC COM 931142103   68,530,503 1,138,948 SH   SOLE   705,233 0 433,715
WARNER BROS DISCOVERY INC COM SER A 934423104   8,399,613 962,155 SH   SOLE   830,843 0 131,312
WASTE CONNECTIONS INC COM 94106B101   1,449,356 8,426 SH   SOLE   8,426 0 0
WASTE MGMT INC DEL COM 94106L109   14,945,652 70,118 SH   SOLE   47,171 0 22,947
WATSCO INC COM 942622200   778,842 1,803 SH   SOLE   1,803 0 0
WEC ENERGY GROUP INC COM 92939U106   4,441,872 54,090 SH   SOLE   49,878 0 4,212
WELLS FARGO CO NEW COM 949746101   7,190,922 124,067 SH   SOLE   122,795 0 1,272
WELLTOWER INC COM 95040Q104   2,083,151 22,294 SH   SOLE   22,294 0 0
WEST FRASER TIMBER CO LTD COM 952845105   468,739 5,424 SH   SOLE   5,424 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   6,474,210 16,361 SH   SOLE   13,381 0 2,980
WESTERN DIGITAL CORP. COM 958102105   445,402 6,527 SH   SOLE   6,527 0 0
WESTROCK CO COM 96145D105   447,078 9,041 SH   SOLE   9,041 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   524,249 14,599 SH   SOLE   14,599 0 0
WHITE MTNS INS GROUP LTD COM G9618E107   229,670 128 SH   SOLE   128 0 0
WILLIAMS COS INC COM 969457100   948,257 24,333 SH   SOLE   24,333 0 0
WILLIAMS SONOMA INC COM 969904101   313,720 988 SH   SOLE   988 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   21,231,375 77,205 SH   SOLE   68,234 0 8,971
WORKDAY INC CL A 98138H101   3,534,840 12,960 SH   SOLE   12,509 0 451
WP CAREY INC COM 92936U109   508,242 9,005 SH   SOLE   9,005 0 0
XCEL ENERGY INC COM 98389B100   7,450,503 138,614 SH   SOLE   127,951 0 10,663
XYLEM INC COM 98419M100   4,710,667 36,449 SH   SOLE   29,538 0 6,911
YUM BRANDS INC COM 988498101   5,700,317 41,113 SH   SOLE   7,060 0 34,053
YUM CHINA HLDGS INC COM 98850P109   533,225 13,401 SH   SOLE   13,401 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   2,632,365 53,964 SH   SOLE   51,475 0 2,489
ZIMMER BIOMET HOLDINGS INC COM 98956P102   287,320 2,177 SH   SOLE   2,177 0 0
ZOETIS INC CL A 98978V103   392,570 2,320 SH   SOLE   2,295 0 25
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   614,936 9,407 SH   SOLE   9,407 0 0
ZSCALER INC COM 98980G102   901,509 4,680 SH   SOLE   4,350 0 330
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   301,411 14,394 SH   SOLE   14,394 0 0