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
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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
BUNGE LIMITED COM G16962105   8,049,037 74,356 SH   SOLE   74,356 0 0
BANK NOVA SCOTIA HALIFAX COM 064149107   113,657 2,524 SH   SOLE   2,524 0 0
MAGNA INTL INC COM 559222401   5,446,766 101,166 SH   SOLE   101,166 0 0
NUTRIEN LTD COM 67077M108   101,936 1,643 SH   SOLE   1,643 0 0
RB GLOBAL INC COM 74935Q107   4,586,406 72,915 SH   SOLE   72,915 0 0
SHOPIFY INC CL A 82509L107   103,754 1,892 SH   SOLE   1,892 0 0
TORONTO DOMINION BK ONT COM NEW 891160509   1,951,977 32,250 SH   SOLE   32,250 0 0
WEST FRASER TIMBER CO LTD COM 952845105   2,959,091 40,570 SH   SOLE   40,570 0 0
LOGITECH INTL S A SHS H50430232   18,702,496 270,372 SH   SOLE   270,372 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898   19,060,631 1,722,771 SH   SOLE   1,722,771 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   6,301,492 100,368 SH   SOLE   100,368 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   7,073,358 23,032 SH   SOLE   23,032 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   75,192 794 SH   SOLE   794 0 0
NXP SEMICONDUCTORS N V COM N6596X109   32,860,051 164,366 SH   SOLE   164,366 0 0
AFLAC INC COM 001055102   2,752,562 35,864 SH   SOLE   35,864 0 0
ABBVIE INC COM 00287Y109   13,868,095 93,037 SH   SOLE   93,037 0 0
ADOBE INC COM 00724F101   30,419,104 59,657 SH   SOLE   59,657 0 0
ALLSTATE CORP COM 020002101   1,446,547 12,984 SH   SOLE   12,984 0 0
ALLY FINL INC COM 02005N100   1,097,989 41,154 SH   SOLE   41,154 0 0
ALPHABET INC CAP STK CL C 02079K107   31,448,598 238,518 SH   SOLE   238,518 0 0
ALPHABET INC CAP STK CL A 02079K305   39,923,685 305,087 SH   SOLE   305,087 0 0
AMAZON COM INC COM 023135106   18,032,480 141,854 SH   SOLE   141,854 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   31,186,942 514,636 SH   SOLE   514,636 0 0
CENCORA INC COM 03073E105   7,860,910 43,679 SH   SOLE   43,679 0 0
AMERIPRISE FINL INC COM 03076C106   115,718 351 SH   SOLE   351 0 0
AMGEN INC COM 031162100   5,109,934 19,013 SH   SOLE   19,013 0 0
ELEVANCE HEALTH INC COM 036752103   202,906 466 SH   SOLE   466 0 0
APPLE INC COM 037833100   39,391,312 230,076 SH   SOLE   230,076 0 0
APPLIED MATLS INC COM 038222105   2,010,986 14,525 SH   SOLE   14,525 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   34,679,775 459,822 SH   SOLE   459,822 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   36,519,467 355,006 SH   SOLE   355,006 0 0
ARISTA NETWORKS INC COM 040413106   12,491,974 67,917 SH   SOLE   67,917 0 0
ASSURANT INC COM 04621X108   2,190,887 15,259 SH   SOLE   15,259 0 0
ATMOS ENERGY CORP COM 049560105   28,227,909 266,477 SH   SOLE   266,477 0 0
AUTODESK INC COM 052769106   6,577,876 31,791 SH   SOLE   31,791 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   989,265 4,112 SH   SOLE   4,112 0 0
BAXTER INTL INC COM 071813109   264,180 7,000 SH   SOLE   7,000 0 0
BEST BUY INC COM 086516101   5,594,975 80,538 SH   SOLE   80,538 0 0
BIOGEN INC COM 09062X103   430,492 1,675 SH   SOLE   1,675 0 0
BLACKROCK INC COM 09247X101   137,702 213 SH   SOLE   213 0 0
BOOKING HOLDINGS INC COM 09857L108   25,874,341 8,390 SH   SOLE   8,390 0 0
BOSTON PROPERTIES INC COM 101121101   66,915 1,125 SH   SOLE   1,125 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,384,602 23,856 SH   SOLE   23,856 0 0
BROADCOM INC COM 11135F101   23,677,344 28,507 SH   SOLE   28,507 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   7,013,393 56,337 SH   SOLE   56,337 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   1,717,174 19,937 SH   SOLE   19,937 0 0
THE CIGNA GROUP COM 125523100   10,011,020 34,995 SH   SOLE   34,995 0 0
CSX CORP COM 126408103   89,421 2,908 SH   SOLE   2,908 0 0
CARMAX INC COM 143130102   3,886,543 54,949 SH   SOLE   54,949 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   148,985 2,699 SH   SOLE   2,699 0 0
CATERPILLAR INC COM 149123101   204,204 748 SH   SOLE   748 0 0
CHENIERE ENERGY INC COM NEW 16411R208   3,406,993 20,529 SH   SOLE   20,529 0 0
CISCO SYS INC COM 17275R102   40,836,365 759,605 SH   SOLE   759,605 0 0
CLOROX CO DEL COM 189054109   724,369 5,527 SH   SOLE   5,527 0 0
COCA COLA CO COM 191216100   1,575,389 28,142 SH   SOLE   28,142 0 0
COMCAST CORP NEW CL A 20030N101   3,174,079 71,585 SH   SOLE   71,585 0 0
CONOCOPHILLIPS COM 20825C104   49,787,682 415,590 SH   SOLE   415,590 0 0
CORNING INC COM 219350105   40,895,036 1,342,141 SH   SOLE   1,342,141 0 0
CROWN CASTLE INC COM 22822V101   30,137,984 327,480 SH   SOLE   327,480 0 0
DANAHER CORPORATION COM 235851102   87,579 353 SH   SOLE   353 0 0
DAVITA INC COM 23918K108   6,608,970 69,914 SH   SOLE   69,914 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   5,860,652 158,396 SH   SOLE   158,396 0 0
DENTSPLY SIRONA INC COM 24906P109   103,095 3,018 SH   SOLE   3,018 0 0
DISNEY WALT CO COM 254687106   83,481 1,030 SH   SOLE   1,030 0 0
EOG RES INC COM 26875P101   47,709,675 376,378 SH   SOLE   376,378 0 0
EBAY INC. COM 278642103   5,304,865 120,319 SH   SOLE   120,319 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   80,365 1,160 SH   SOLE   1,160 0 0
EMERSON ELEC CO COM 291011104   34,968,866 362,109 SH   SOLE   362,109 0 0
EQUITABLE HLDGS INC COM 29452E101   41,244,311 1,452,776 SH   SOLE   1,452,776 0 0
EXELON CORP COM 30161N101   39,433,336 1,043,486 SH   SOLE   1,043,486 0 0
EXPEDITORS INTL WASH INC COM 302130109   73,936 645 SH   SOLE   645 0 0
META PLATFORMS INC CL A 30303M102   41,144,681 137,053 SH   SOLE   137,053 0 0
FISERV INC COM 337738108   16,526,613 146,305 SH   SOLE   146,305 0 0
FORTINET INC COM 34959E109   14,574,645 248,375 SH   SOLE   248,375 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   9,299,509 149,606 SH   SOLE   149,606 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK COMMON STOCK 36262G101   4,876,044 83,138 SH   SOLE   83,138 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   49,739,006 1,091,965 SH   SOLE   1,091,965 0 0
GARTNER INC COM 366651107   6,712,765 19,536 SH   SOLE   19,536 0 0
GILEAD SCIENCES INC COM 375558103   46,515,483 620,703 SH   SOLE   620,703 0 0
HF SINCLAIR CORP COM 403949100   3,816,986 67,047 SH   SOLE   67,047 0 0
HCA HEALTHCARE INC COM 40412C101   117,086 476 SH   SOLE   476 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   3,778,528 64,032 SH   SOLE   64,032 0 0
HP INC COM 40434L105   4,203,698 163,568 SH   SOLE   163,568 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   6,495,529 373,951 SH   SOLE   373,951 0 0
HOLOGIC INC COM 436440101   89,457 1,289 SH   SOLE   1,289 0 0
HOME DEPOT INC COM 437076102   6,577,721 21,769 SH   SOLE   21,769 0 0
HOWMET AEROSPACE INC COM 443201108   17,843,666 385,809 SH   SOLE   385,809 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   1,005,465 25,500 SH   SOLE   25,500 0 0
HUMANA INC COM 444859102   4,502,256 9,254 SH   SOLE   9,254 0 0
HUNTINGTON BANCSHARES INC COM 446150104   438,599 42,173 SH   SOLE   42,173 0 0
IDEXX LABS INC COM 45168D104   1,405,823 3,215 SH   SOLE   3,215 0 0
ILLINOIS TOOL WKS INC COM 452308109   118,149 513 SH   SOLE   513 0 0
INFOSYS LTD SPONSORED ADR 456788108   2,443,462 142,809 SH   SOLE   142,809 0 0
INGERSOLL RAND INC COM 45687V106   16,747,464 262,829 SH   SOLE   262,829 0 0
INTEL CORP COM 458140100   155,780 4,382 SH   SOLE   4,382 0 0
INTERNATIONAL PAPER CO COM 460146103   5,496,325 154,957 SH   SOLE   154,957 0 0
INTUIT COM 461202103   1,954,856 3,826 SH   SOLE   3,826 0 0
JPMORGAN CHASE & CO COM 46625H100   40,306,714 277,939 SH   SOLE   277,939 0 0
JOHNSON & JOHNSON COM 478160104   2,200,280 14,127 SH   SOLE   14,127 0 0
KLA CORP COM NEW 482480100   17,179,110 37,455 SH   SOLE   37,455 0 0
KE HLDGS INC SPONSORED ADS 482497104   1,269,536 81,800 SH   SOLE   81,800 0 0
KEURIG DR PEPPER INC COM 49271V100   24,125,510 764,191 SH   SOLE   764,191 0 0
KIMBERLY-CLARK CORP COM 494368103   7,577,295 62,700 SH   SOLE   62,700 0 0
KROGER CO COM 501044101   6,915,217 154,530 SH   SOLE   154,530 0 0
LKQ CORP COM 501889208   118,428 2,392 SH   SOLE   2,392 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   24,511,395 140,773 SH   SOLE   140,773 0 0
LAM RESEARCH CORP COM 512807108   1,782,534 2,844 SH   SOLE   2,844 0 0
LEAR CORP COM NEW 521865204   1,451,373 10,815 SH   SOLE   10,815 0 0
ELI LILLY & CO COM 532457108   36,680,608 68,290 SH   SOLE   68,290 0 0
LOWES COS INC COM 548661107   135,096 650 SH   SOLE   650 0 0
M & T BK CORP COM 55261F104   39,257,541 310,459 SH   SOLE   310,459 0 0
MARATHON PETE CORP COM 56585A102   6,208,269 41,022 SH   SOLE   41,022 0 0
MASTERCARD INCORPORATED CL A 57636Q104   30,404,304 76,796 SH   SOLE   76,796 0 0
MERCADOLIBRE INC COM 58733R102   86,216 68 SH   SOLE   68 0 0
MERCK & CO INC COM 58933Y105   74,263,291 721,353 SH   SOLE   721,353 0 0
METLIFE INC COM 59156R108   41,282,234 656,211 SH   SOLE   656,211 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   457,633 413 SH   SOLE   413 0 0
MICROSOFT CORP COM 594918104   93,784,697 297,022 SH   SOLE   297,022 0 0
MOLINA HEALTHCARE INC COM 60855R100   418,388 1,276 SH   SOLE   1,276 0 0
MOODYS CORP COM 615369105   147,019 465 SH   SOLE   465 0 0
MORGAN STANLEY COM NEW 617446448   135,572 1,660 SH   SOLE   1,660 0 0
NIO INC SPON ADS 62914V106   1,213,168 134,200 SH   SOLE   134,200 0 0
NVR INC COM 62944T105   77,523 13 SH   SOLE   13 0 0
NIKE INC CL B 654106103   13,333,635 139,444 SH   SOLE   139,444 0 0
NVIDIA CORPORATION COM 67066G104   50,518,869 116,138 SH   SOLE   116,138 0 0
ORACLE CORP COM 68389X105   19,222,044 181,477 SH   SOLE   181,477 0 0
OWENS CORNING NEW COM 690742101   456,291 3,345 SH   SOLE   3,345 0 0
PAYPAL HLDGS INC COM 70450Y103   438,450 7,500 SH   SOLE   7,500 0 0
PEPSICO INC COM 713448108   982,413 5,798 SH   SOLE   5,798 0 0
PFIZER INC COM 717081103   55,037,123 1,659,244 SH   SOLE   1,659,244 0 0
PHILIP MORRIS INTL INC COM 718172109   49,088,045 530,223 SH   SOLE   530,223 0 0
PHILLIPS 66 COM 718546104   120,030 999 SH   SOLE   999 0 0
PHINIA INC COMMON STOCK 71880K101   214,320 8,000 SH   SOLE   8,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   13,747,158 140,177 SH   SOLE   140,177 0 0
PRICE T ROWE GROUP INC COM 74144T108   83,477 796 SH   SOLE   796 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   1,519,812 21,088 SH   SOLE   21,088 0 0
PROCTER AND GAMBLE CO COM 742718109   7,610,829 52,179 SH   SOLE   52,179 0 0
PROGRESSIVE CORP COM 743315103   74,943 538 SH   SOLE   538 0 0
PRUDENTIAL FINL INC COM 744320102   2,982,393 31,430 SH   SOLE   31,430 0 0
QUALCOMM INC COM 747525103   30,635,901 275,850 SH   SOLE   275,850 0 0
RAYMOND JAMES FINL INC COM 754730109   37,295,986 371,363 SH   SOLE   371,363 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   3,826,209 222,454 SH   SOLE   222,454 0 0
RIO TINTO PLC SPONSORED ADR 767204100   42,345,738 665,395 SH   SOLE   665,395 0 0
ROPER TECHNOLOGIES INC COM 776696106   29,562,788 61,065 SH   SOLE   61,065 0 0
S&P GLOBAL INC COM 78409V104   15,977,187 43,724 SH   SOLE   43,724 0 0
SALESFORCE INC COM 79466L302   265,033 1,307 SH   SOLE   1,307 0 0
SCHWAB CHARLES CORP COM 808513105   85,205 1,552 SH   SOLE   1,552 0 0
SEMPRA COM 816851109   41,523,879 610,376 SH   SOLE   610,376 0 0
SHERWIN WILLIAMS CO COM 824348106   75,750 297 SH   SOLE   297 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   369,230 81,688 SH   SOLE   81,688 0 0
STEEL DYNAMICS INC COM 858119100   2,873,818 26,803 SH   SOLE   26,803 0 0
SYNOPSYS INC COM 871607107   93,171 203 SH   SOLE   203 0 0
SYNCHRONY FINANCIAL COM 87165B103   8,085,673 264,497 SH   SOLE   264,497 0 0
TJX COS INC NEW COM 872540109   42,246,086 475,316 SH   SOLE   475,316 0 0
T-MOBILE US INC COM 872590104   8,247,685 58,891 SH   SOLE   58,891 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,584,409 52,755 SH   SOLE   52,755 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   18,416,079 131,178 SH   SOLE   131,178 0 0
TARGET CORP COM 87612E106   94,980 859 SH   SOLE   859 0 0
TESLA INC COM 88160R101   15,151,071 60,551 SH   SOLE   60,551 0 0
TEXAS INSTRS INC COM 882508104   80,141 504 SH   SOLE   504 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   12,416,350 24,530 SH   SOLE   24,530 0 0
3M CO COM 88579Y101   328,325 3,507 SH   SOLE   3,507 0 0
TRUIST FINL CORP COM 89832Q109   477,930 16,705 SH   SOLE   16,705 0 0
US BANCORP DEL COM NEW 902973304   88,700 2,683 SH   SOLE   2,683 0 0
ULTA BEAUTY INC COM 90384S303   780,525 1,954 SH   SOLE   1,954 0 0
UNILEVER PLC SPON ADR NEW 904767704   47,819,151 967,999 SH   SOLE   967,999 0 0
UNITED PARCEL SERVICE INC CL B 911312106   102,095 655 SH   SOLE   655 0 0
UNITEDHEALTH GROUP INC COM 91324P102   53,373,553 105,860 SH   SOLE   105,860 0 0
VALERO ENERGY CORP COM 91913Y100   6,806,898 48,034 SH   SOLE   48,034 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   154,110 4,755 SH   SOLE   4,755 0 0
VISA INC COM CL A 92826C839   29,439,210 127,991 SH   SOLE   127,991 0 0
WATERS CORP COM 941848103   2,986,421 10,891 SH   SOLE   10,891 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   71,290 190 SH   SOLE   190 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   1,877,618 61,240 SH   SOLE   61,240 0 0
YUM CHINA HLDGS INC COM 98850P109   7,891,273 140,400 SH   SOLE   140,400 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   117,494 1,047 SH   SOLE   1,047 0 0
ZOETIS INC CL A 98978V103   1,724,838 9,914 SH   SOLE   9,914 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   4,077,769 168,712 SH   SOLE   168,712 0 0