0001603328-24-000003.txt : 20240206 0001603328-24-000003.hdr.sgml : 20240206 20240206103648 ACCESSION NUMBER: 0001603328-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240206 DATE AS OF CHANGE: 20240206 EFFECTIVENESS DATE: 20240206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FORSTA AP-FONDEN CENTRAL INDEX KEY: 0001603328 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: V7 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17190 FILM NUMBER: 24598816 BUSINESS ADDRESS: STREET 1: REGERINGSGATAN 67 CITY: STOCKHOLM STATE: V7 ZIP: 11156 BUSINESS PHONE: 0046856620200 MAIL ADDRESS: STREET 1: BOX 16294 CITY: STOCKHOLM STATE: V7 ZIP: 10325 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001603328 XXXXXXXX 12-31-2023 12-31-2023 FORSTA AP-FONDEN
BOX 16294 STOCKHOLM V7 10325
13F HOLDINGS REPORT 028-17190 N
Jenny Wentzel Head of Compliance 0046856620200 Jenny Wentzel Stockholm V7 02-06-2024 0 572 9896966082 false
INFORMATION TABLE 2 13Freport_2023-12-29.xml 3M Co COM 88579Y101 18590303 170054 SH SOLE 170054 0 0 A O Smith Corp COM 831865209 2011536 24400 SH SOLE 24400 0 0 AECOM COM 00766T100 2107404 22800 SH SOLE 22800 0 0 AMETEK Inc COM 031100100 6645067 40300 SH SOLE 40300 0 0 ANSYS Inc COM 03662Q105 6023808 16600 SH SOLE 16600 0 0 AT&T Inc COM 00206R102 24931724 1485800 SH SOLE 1485800 0 0 AbbVie Inc COM 00287Y109 70257509 453362 SH SOLE 453362 0 0 Abbott Laboratories COM 002824100 49135248 446400 SH SOLE 446400 0 0 Accenture PLC SHS CLASS A G1151C101 54331044 154829 SH SOLE 154829 0 0 Adobe Inc COM 00724F101 71413020 119700 SH SOLE 119700 0 0 Advanced Micro Devices Inc COM 007903107 52413247 355561 SH SOLE 355561 0 0 AerCap Holdings NV SHS N00985106 2110688 28400 SH SOLE 28400 0 0 Aflac Inc COM 001055102 11748000 142400 SH SOLE 142400 0 0 Agilent Technologies Inc COM 00846U101 11136303 80100 SH SOLE 80100 0 0 Agnico Eagle Mines Ltd COM 008474108 5388420 97800 SH SOLE 97800 0 0 Air Products and Chemicals Inc COM 009158106 7474740 27300 SH SOLE 27300 0 0 Airbnb Inc COM CL A 009066101 14335542 105300 SH SOLE 105300 0 0 Akamai Technologies Inc COM 00971T101 3266460 27600 SH SOLE 27600 0 0 Albemarle Corp COM 012653101 3395280 23500 SH SOLE 23500 0 0 Alcon Inc ORD SHS H01301128 0 144460 SH SOLE 144460 0 0 Alexandria Real Estate Equitie COM 015271109 3625622 28600 SH SOLE 28600 0 0 Algonquin Power & Utilities Co COM 015857105 2529683 399000 SH SOLE 399000 0 0 Align Technology Inc COM 016255101 3671600 13400 SH SOLE 13400 0 0 Allegion plc ORD SHS G0176J109 2508462 19800 SH SOLE 19800 0 0 Alliant Energy Corp COM 018802108 2657340 51800 SH SOLE 51800 0 0 Allstate Corp/The COM 020002101 6915012 49400 SH SOLE 49400 0 0 Ally Financial Inc COM 02005N100 1581876 45300 SH SOLE 45300 0 0 Alnylam Pharmaceuticals Inc COM 02043Q107 4364148 22800 SH SOLE 22800 0 0 Alphabet Inc CAP STK CL C 02079K107 179150216 1271200 SH SOLE 1271200 0 0 Alphabet Inc CAP STK CL A 02079K305 201139631 1439900 SH SOLE 1439900 0 0 Amazon.com Inc COM 023135106 339768228 2236200 SH SOLE 2236200 0 0 Amcor PLC ORD G0250X107 5206564 540100 SH SOLE 540100 0 0 Ameren Corp COM 023608102 3045514 42100 SH SOLE 42100 0 0 American Electric Power Co Inc COM 025537101 7788998 95900 SH SOLE 95900 0 0 American Express Co COM 025816109 32409820 173000 SH SOLE 173000 0 0 American International Group I COM NEW 026874784 16375175 241700 SH SOLE 241700 0 0 American Tower Corp COM 03027X100 19925724 92300 SH SOLE 92300 0 0 American Water Works Co Inc COM 030420103 3893705 29500 SH SOLE 29500 0 0 Ameriprise Financial Inc COM 03076C106 13711863 36100 SH SOLE 36100 0 0 Amgen Inc COM 031162100 36434530 126500 SH SOLE 126500 0 0 Amphenol Corp CL A 032095101 13590723 137100 SH SOLE 137100 0 0 Analog Devices Inc COM 032654105 22258576 112100 SH SOLE 112100 0 0 Annaly Capital Management Inc COM NEW 035710839 5307380 274000 SH SOLE 274000 0 0 Aon PLC SHS CL A G0403H108 16064304 55200 SH SOLE 55200 0 0 Apollo Global Management Inc COM 03769M106 6653766 71400 SH SOLE 71400 0 0 Apple Inc COM 037833100 735522359 3820300 SH SOLE 3820300 0 0 Applied Materials Inc COM 038222105 38556453 237900 SH SOLE 237900 0 0 Aptiv PLC SHS G6095L109 4817964 53700 SH SOLE 53700 0 0 Arch Capital Group Ltd ORD G0450A105 4968663 66900 SH SOLE 66900 0 0 Archer-Daniels-Midland Co COM 039483102 12241290 169500 SH SOLE 169500 0 0 Ares Management Corp CL A COM STK 03990B101 3853008 32400 SH SOLE 32400 0 0 Arista Networks Inc COM 040413106 11469337 48700 SH SOLE 48700 0 0 Arthur J Gallagher & Co COM 363576109 10232040 45500 SH SOLE 45500 0 0 Atlassian Corp CL A 049468101 8586746 36100 SH SOLE 36100 0 0 Atmos Energy Corp COM 049560105 4914160 42400 SH SOLE 42400 0 0 AutoZone Inc COM 053332102 10601001 4100 SH SOLE 4100 0 0 Autodesk Inc COM 052769106 18553176 76200 SH SOLE 76200 0 0 Automatic Data Processing Inc COM 053015103 29447408 126400 SH SOLE 126400 0 0 AvalonBay Communities Inc COM 053484101 10596652 56600 SH SOLE 56600 0 0 Avantor Inc COM 05352A100 9225603 404100 SH SOLE 404100 0 0 Avery Dennison Corp COM 053611109 9400440 46500 SH SOLE 46500 0 0 Axon Enterprise Inc COM 05464C101 8189061 31700 SH SOLE 31700 0 0 BCE Inc COM NEW 05534B760 4106815 103800 SH SOLE 103800 0 0 Ball Corp COM 058498106 3600752 62600 SH SOLE 62600 0 0 Bank of America Corp COM 060505104 52175032 1549600 SH SOLE 1549600 0 0 Bank of Montreal COM 063671101 24529681 246700 SH SOLE 246700 0 0 Bank of New York Mellon Corp/T COM 064058100 12236955 235100 SH SOLE 235100 0 0 Bank of Nova Scotia/The COM 064149107 18426475 376700 SH SOLE 376700 0 0 Barrick Gold Corp COM 067901108 5814228 320244 SH SOLE 320244 0 0 Bath & Body Works Inc COM 070830104 4622436 107100 SH SOLE 107100 0 0 Baxter International Inc COM 071813109 4009042 103700 SH SOLE 103700 0 0 Becton Dickinson & Co COM 075887109 12947373 53100 SH SOLE 53100 0 0 Bentley Systems Inc COM CL B 08265T208 2285484 43800 SH SOLE 43800 0 0 Berkshire Hathaway Inc CL B NEW 084670702 107283328 300800 SH SOLE 300800 0 0 Best Buy Co Inc COM 086516101 10113776 129200 SH SOLE 129200 0 0 Bio-Techne Corp COM 09073M104 2276220 29500 SH SOLE 29500 0 0 BioMarin Pharmaceutical Inc COM 09061G101 3114366 32300 SH SOLE 32300 0 0 Biogen Inc COM 09062X103 6365742 24600 SH SOLE 24600 0 0 BlackRock Inc COM 09247X101 28007100 34500 SH SOLE 34500 0 0 Blackstone Inc COM 09260D107 17019600 130000 SH SOLE 130000 0 0 Block Inc CL A 852234103 7781410 100600 SH SOLE 100600 0 0 Booking Holdings Inc COM 09857L108 36536366 10300 SH SOLE 10300 0 0 Booz Allen Hamilton Holding Co CL A 099502106 3300078 25800 SH SOLE 25800 0 0 BorgWarner Inc COM 099724106 3610095 100700 SH SOLE 100700 0 0 Boston Properties Inc COM 101121101 2778732 39600 SH SOLE 39600 0 0 Boston Scientific Corp COM 101137107 15510423 268300 SH SOLE 268300 0 0 Bristol-Myers Squibb Co COM 110122108 26619628 518800 SH SOLE 518800 0 0 Broadcom Inc COM 11135F101 126207690 113064 SH SOLE 113064 0 0 Broadridge Financial Solutions COM 11133T103 10904750 53000 SH SOLE 53000 0 0 Brookfield Asset Management Lt CL A LMT VTG SHS 113004105 8213461 203500 SH SOLE 203500 0 0 Brookfield Corp CL A LTD VT SH 11271J107 9282910 230300 SH SOLE 230300 0 0 Brookfield Renewable Corp CL A SUB VTG 11284V105 1680520 58100 SH SOLE 58100 0 0 Brown & Brown Inc COM 115236101 2808845 39500 SH SOLE 39500 0 0 Brown-Forman Corp CL B 115637209 3300380 57800 SH SOLE 57800 0 0 Builders FirstSource Inc COM 12008R107 8463858 50700 SH SOLE 50700 0 0 Bunge Global SA COM SHS H11356104 2988120 29600 SH SOLE 29600 0 0 Burford Capital Ltd ORD SHS G17977110 0 76441 SH SOLE 76441 0 0 Burlington Stores Inc COM 122017106 2508792 12900 SH SOLE 12900 0 0 CBRE Group Inc CL A 12504L109 12464751 133900 SH SOLE 133900 0 0 CDW Corp/DE COM 12514G108 11320536 49800 SH SOLE 49800 0 0 CF Industries Holdings Inc COM 125269100 3847800 48400 SH SOLE 48400 0 0 CGI Inc CL A SUB VTG 12532H104 4844342 45000 SH SOLE 45000 0 0 CH Robinson Worldwide Inc COM NEW 12541W209 7377706 85400 SH SOLE 85400 0 0 CIBC COM 136069101 17568467 363100 SH SOLE 363100 0 0 CME Group Inc COM 12572Q105 14720940 69900 SH SOLE 69900 0 0 CMS Energy Corp COM 125896100 2880272 49600 SH SOLE 49600 0 0 CNH Industrial NV SHS N20944109 3131478 257100 SH SOLE 257100 0 0 CRH PLC ORD G25508105 0 205473 SH SOLE 205473 0 0 CSX Corp COM 126408103 13351417 385100 SH SOLE 385100 0 0 CVS Health Corp COM 126650100 24651312 312200 SH SOLE 312200 0 0 Cadence Design Systems Inc COM 127387108 16314963 59900 SH SOLE 59900 0 0 Caesars Entertainment Inc COM 12769G100 1945520 41500 SH SOLE 41500 0 0 Camden Property Trust SH BEN INT 133131102 3445363 34700 SH SOLE 34700 0 0 Campbell Soup Co COM 134429109 4331646 100200 SH SOLE 100200 0 0 Canadian National Railway Co COM 136375102 16041142 127000 SH SOLE 127000 0 0 Canadian Pacific Kansas City L COM 13646K108 15861960 199500 SH SOLE 199500 0 0 Capital One Financial Corp COM 14040H105 8339232 63600 SH SOLE 63600 0 0 CarMax Inc COM 143130102 2424984 31600 SH SOLE 31600 0 0 Cardinal Health Inc COM 14149Y108 9979200 99000 SH SOLE 99000 0 0 Carlisle Cos Inc COM 142339100 3780403 12100 SH SOLE 12100 0 0 Carlyle Group Inc/The COM 14316J108 2103673 51700 SH SOLE 51700 0 0 Carnival Corp UNIT 99/99/9999 143658300 3526308 190200 SH SOLE 190200 0 0 Carrier Global Corp COM 14448C104 17545230 305400 SH SOLE 305400 0 0 Caterpillar Inc COM 149123101 36367410 123000 SH SOLE 123000 0 0 Cboe Global Markets Inc COM 12503M108 3571200 20000 SH SOLE 20000 0 0 Celanese Corp COM 150870103 2765586 17800 SH SOLE 17800 0 0 Cencora Inc COM 03073E105 10077997 49070 SH SOLE 49070 0 0 Centene Corp COM 15135B101 10471031 141100 SH SOLE 141100 0 0 Charles River Laboratories Int COM 159864107 2080320 8800 SH SOLE 8800 0 0 Charles Schwab Corp/The COM 808513105 19573669 284501 SH SOLE 284501 0 0 Charter Communications Inc CL A 16119P108 13953612 35900 SH SOLE 35900 0 0 Chipotle Mexican Grill Inc COM 169656105 18981768 8300 SH SOLE 8300 0 0 Chubb Ltd COM H1467J104 20272200 89700 SH SOLE 89700 0 0 Church & Dwight Co Inc COM 171340102 4519968 47800 SH SOLE 47800 0 0 Cigna Group/The COM 125523100 26950500 90000 SH SOLE 90000 0 0 Cincinnati Financial Corp COM 172062101 2865842 27700 SH SOLE 27700 0 0 Cintas Corp COM 172908105 13258520 22000 SH SOLE 22000 0 0 Cisco Systems Inc COM 17275R102 55026384 1089200 SH SOLE 1089200 0 0 Citigroup Inc COM NEW 172967424 18677864 363100 SH SOLE 363100 0 0 Citizens Financial Group Inc COM 174610105 3307372 99800 SH SOLE 99800 0 0 Clorox Co/The COM 189054109 3721599 26100 SH SOLE 26100 0 0 Cloudflare Inc CL A COM 18915M107 4362824 52400 SH SOLE 52400 0 0 CoStar Group Inc COM 22160N109 6274602 71800 SH SOLE 71800 0 0 Coca-Cola Co/The COM 191216100 64422276 1093200 SH SOLE 1093200 0 0 Coca-Cola Europacific Partners SHS G25839104 5839750 87500 SH SOLE 87500 0 0 Cognizant Technology Solutions CL A 192446102 10971337 145258 SH SOLE 145258 0 0 Coinbase Global Inc COM CL A 19260Q107 5461088 31400 SH SOLE 31400 0 0 Colgate-Palmolive Co COM 194162103 13335483 167300 SH SOLE 167300 0 0 Comcast Corp CL A 20030N101 44197643 1007928 SH SOLE 1007928 0 0 Conagra Brands Inc COM 205887102 3144002 109700 SH SOLE 109700 0 0 Consolidated Edison Inc COM 209115104 12644830 139000 SH SOLE 139000 0 0 Constellation Brands Inc CL A 21036P108 7083275 29300 SH SOLE 29300 0 0 Constellation Energy Corp COM 21037T109 6779620 58000 SH SOLE 58000 0 0 Cooper Cos Inc/The COM NEW 216648402 3670868 9700 SH SOLE 9700 0 0 Copart Inc COM 217204106 7913500 161500 SH SOLE 161500 0 0 Corning Inc COM 219350105 4768470 156600 SH SOLE 156600 0 0 Corteva Inc COM 22052L104 6291896 131300 SH SOLE 131300 0 0 Costco Wholesale Corp COM 22160K105 71552672 108400 SH SOLE 108400 0 0 Crowdstrike Holdings Inc CL A 22788C105 17004312 66600 SH SOLE 66600 0 0 Crown Castle Inc COM 22822V101 15320270 133000 SH SOLE 133000 0 0 Crown Holdings Inc COM 228368106 4447947 48300 SH SOLE 48300 0 0 Cummins Inc COM 231021106 6923573 28900 SH SOLE 28900 0 0 DR Horton Inc COM 23331A109 8267712 54400 SH SOLE 54400 0 0 DTE Energy Co COM 233331107 4167828 37800 SH SOLE 37800 0 0 DaVita Inc COM 23918K108 1644732 15700 SH SOLE 15700 0 0 Danaher Corp COM 235851102 42479113 183622 SH SOLE 183622 0 0 Darden Restaurants Inc COM 237194105 10367330 63100 SH SOLE 63100 0 0 Datadog Inc CL A COM 23804L103 5777688 47600 SH SOLE 47600 0 0 Dayforce Inc COM 15677J108 2188112 32600 SH SOLE 32600 0 0 Deckers Outdoor Corp COM 243537107 7820631 11700 SH SOLE 11700 0 0 Deere & Co COM 244199105 29030562 72600 SH SOLE 72600 0 0 Dell Technologies Inc CL C 24703L202 3710250 48500 SH SOLE 48500 0 0 Descartes Systems Group Inc/Th COM 249906108 439038 5200 SH SOLE 5200 0 0 Deutsche Bank AG NAMEN AKT D18190898 0 292095 SH SOLE 292095 0 0 Dexcom Inc COM 252131107 11714096 94400 SH SOLE 94400 0 0 Dick's Sporting Goods Inc COM 253393102 1998520 13600 SH SOLE 13600 0 0 Digital Realty Trust Inc COM 253868103 8074800 60000 SH SOLE 60000 0 0 Discover Financial Services COM 254709108 10767920 95800 SH SOLE 95800 0 0 DocuSign Inc COM 256163106 7365855 123900 SH SOLE 123900 0 0 Dollar General Corp COM 256677105 5342835 39300 SH SOLE 39300 0 0 Dollar Tree Inc COM 256746108 5113800 36000 SH SOLE 36000 0 0 Dominion Energy Inc COM 25746U109 8084000 172000 SH SOLE 172000 0 0 Domino's Pizza Inc COM 25754A201 2844387 6900 SH SOLE 6900 0 0 DoorDash Inc CL A 25809K105 4855499 49100 SH SOLE 49100 0 0 Dover Corp COM 260003108 4168251 27100 SH SOLE 27100 0 0 Dow Inc COM 260557103 12602232 229800 SH SOLE 229800 0 0 DraftKings Inc COM CL A 26142V105 2950425 83700 SH SOLE 83700 0 0 Dropbox Inc CL A 26210C104 3278176 111200 SH SOLE 111200 0 0 DuPont de Nemours Inc COM 26614N102 11962615 155500 SH SOLE 155500 0 0 Duke Energy Corp COM NEW 26441C204 14565704 150100 SH SOLE 150100 0 0 Dynatrace Inc COM NEW 268150109 8236314 150600 SH SOLE 150600 0 0 EPAM Systems Inc COM 29414B104 3181538 10700 SH SOLE 10700 0 0 Eastman Chemical Co COM 277432100 2595798 28900 SH SOLE 28900 0 0 Eaton Corp PLC SHS G29183103 20252962 84100 SH SOLE 84100 0 0 Ecolab Inc COM 278865100 16780410 84600 SH SOLE 84600 0 0 Edison International COM 281020107 5754945 80500 SH SOLE 80500 0 0 Edwards Lifesciences Corp COM 28176E108 10179375 133500 SH SOLE 133500 0 0 Electronic Arts Inc COM 285512109 12121366 88600 SH SOLE 88600 0 0 Elevance Health Inc COM 036752103 32396172 68700 SH SOLE 68700 0 0 Eli Lilly & Co COM 532457108 115098137 197451 SH SOLE 197451 0 0 Emerson Electric Co COM 291011104 11154018 114600 SH SOLE 114600 0 0 Enphase Energy Inc COM 29355A107 4902394 37100 SH SOLE 37100 0 0 Entegris Inc COM 29362U104 3175230 26500 SH SOLE 26500 0 0 Entergy Corp COM 29364G103 4310694 42600 SH SOLE 42600 0 0 Equifax Inc COM 294429105 5440380 22000 SH SOLE 22000 0 0 Equinix Inc COM 29444U700 20698523 25700 SH SOLE 25700 0 0 Equitable Holdings Inc COM 29452E101 6806520 204400 SH SOLE 204400 0 0 Equity LifeStyle Properties In COM 29472R108 1446070 20500 SH SOLE 20500 0 0 Equity Residential SH BEN INT 29476L107 4299548 70300 SH SOLE 70300 0 0 Essential Utilities Inc COM 29670G102 1908585 51100 SH SOLE 51100 0 0 Essex Property Trust Inc COM 297178105 2727340 11000 SH SOLE 11000 0 0 Estee Lauder Cos Inc/The CL A 518439104 6170288 42190 SH SOLE 42190 0 0 Etsy Inc COM 29786A106 2074880 25600 SH SOLE 25600 0 0 Everest Group Ltd COM G3223R108 2616492 7400 SH SOLE 7400 0 0 Eversource Energy COM 30040W108 5400500 87500 SH SOLE 87500 0 0 Exact Sciences Corp COM 30063P105 2530116 34200 SH SOLE 34200 0 0 Exelon Corp COM 30161N101 8529840 237600 SH SOLE 237600 0 0 Expedia Group Inc COM NEW 30212P303 5282292 34800 SH SOLE 34800 0 0 Expeditors International of Wa COM 302130109 10557600 83000 SH SOLE 83000 0 0 Extra Space Storage Inc COM 30225T102 6317002 39400 SH SOLE 39400 0 0 F5 Inc COM 315616102 1718208 9600 SH SOLE 9600 0 0 FactSet Research Systems Inc COM 303075105 8539195 17900 SH SOLE 17900 0 0 Fair Isaac Corp COM 303250104 7100461 6100 SH SOLE 6100 0 0 Fastenal Co COM 311900104 12325731 190300 SH SOLE 190300 0 0 FedEx Corp COM 31428X106 15557655 61500 SH SOLE 61500 0 0 Ferguson PLC SHS G3421J106 11931726 61800 SH SOLE 61800 0 0 Ferrari NV COM N3167Y103 0 22797 SH SOLE 22797 0 0 Fidelity National Financial In FNF GROUP COM 31620R303 5637710 110500 SH SOLE 110500 0 0 Fidelity National Information COM 31620M106 7046211 117300 SH SOLE 117300 0 0 Fifth Third Bancorp COM 316773100 4400924 127600 SH SOLE 127600 0 0 First Citizens BancShares Inc/ CL A 31946M103 2554146 1800 SH SOLE 1800 0 0 First Solar Inc COM 336433107 3462828 20100 SH SOLE 20100 0 0 FirstEnergy Corp COM 337932107 3922620 107000 SH SOLE 107000 0 0 Fiserv Inc COM 337738108 19607184 147600 SH SOLE 147600 0 0 FleetCor Technologies Inc COM 339041105 3221754 11400 SH SOLE 11400 0 0 Ford Motor Co COM 345370860 9197355 754500 SH SOLE 754500 0 0 Fortinet Inc COM 34959E109 7450869 127300 SH SOLE 127300 0 0 Fortis Inc/Canada COM 349553107 5407180 130800 SH SOLE 130800 0 0 Fortive Corp COM 34959J108 7628068 103600 SH SOLE 103600 0 0 Fortune Brands Innovations Inc COM 34964C106 6098814 80100 SH SOLE 80100 0 0 Fox Corp CL A COM 35137L105 3183591 107300 SH SOLE 107300 0 0 Fox Corp CL B COM 35137L204 1675590 60600 SH SOLE 60600 0 0 Franco-Nevada Corp COM 351858105 3962545 35600 SH SOLE 35600 0 0 Franklin Resources Inc COM 354613101 2368305 79500 SH SOLE 79500 0 0 Futu Holdings Ltd SPON ADS CL A 36118L106 1048896 19200 SH SOLE 19200 0 0 GE HealthCare Technologies Inc COMMON STOCK 36266G107 5882119 76075 SH SOLE 76075 0 0 Gaming and Leisure Properties COM 36467J108 4209555 85300 SH SOLE 85300 0 0 Garmin Ltd SHS H2906T109 3162084 24600 SH SOLE 24600 0 0 Gartner Inc COM 366651107 14209965 31500 SH SOLE 31500 0 0 Gen Digital Inc COM 668771108 8281378 362900 SH SOLE 362900 0 0 General Electric Co COM NEW 369604301 34042112 266725 SH SOLE 266725 0 0 General Mills Inc COM 370334104 10174868 156200 SH SOLE 156200 0 0 General Motors Co COM 37045V100 8455568 235400 SH SOLE 235400 0 0 Genuine Parts Co COM 372460105 5927800 42800 SH SOLE 42800 0 0 Gilead Sciences Inc COM 375558103 21783589 268900 SH SOLE 268900 0 0 Global Payments Inc COM 37940X102 5600700 44100 SH SOLE 44100 0 0 GoDaddy Inc CL A 380237107 4755968 44800 SH SOLE 44800 0 0 Goldman Sachs Group Inc/The COM 38141G104 25615128 66400 SH SOLE 66400 0 0 Grab Holdings Ltd CLASS A ORD G4124C109 1840020 546000 SH SOLE 546000 0 0 Graco Inc COM 384109104 2602800 30000 SH SOLE 30000 0 0 HCA Healthcare Inc COM 40412C101 17567132 64900 SH SOLE 64900 0 0 HP Inc COM 40434L105 5386110 179000 SH SOLE 179000 0 0 Hartford Financial Services Gr COM 416515104 9790284 121800 SH SOLE 121800 0 0 Hasbro Inc COM 418056107 2353866 46100 SH SOLE 46100 0 0 Healthpeak Properties Inc COM 42250P103 4555980 230100 SH SOLE 230100 0 0 Henry Schein Inc COM 806407102 1703475 22500 SH SOLE 22500 0 0 Hershey Co/The COM 427866108 6767772 36300 SH SOLE 36300 0 0 Hewlett Packard Enterprise Co COM 42824C109 8101158 477100 SH SOLE 477100 0 0 Hilton Worldwide Holdings Inc COM 43300A203 16734071 91900 SH SOLE 91900 0 0 Hologic Inc COM 436440101 3543920 49600 SH SOLE 49600 0 0 Home Depot Inc/The COM 437076102 88751455 256100 SH SOLE 256100 0 0 Hormel Foods Corp COM 440452100 2392195 74500 SH SOLE 74500 0 0 Host Hotels & Resorts Inc COM 44107P104 8632998 443400 SH SOLE 443400 0 0 Howmet Aerospace Inc COM 443201108 8956860 165500 SH SOLE 165500 0 0 HubSpot Inc COM 443573100 5399022 9300 SH SOLE 9300 0 0 Hubbell Inc COM 443510607 3815588 11600 SH SOLE 11600 0 0 Humana Inc COM 444859102 17671466 38600 SH SOLE 38600 0 0 Huntington Bancshares Inc/OH COM 446150104 4738200 372500 SH SOLE 372500 0 0 IBM COM 459200101 34312790 209800 SH SOLE 209800 0 0 IDEX Corp COM 45167R104 3430338 15800 SH SOLE 15800 0 0 IDEXX Laboratories Inc COM 45168D104 11767060 21200 SH SOLE 21200 0 0 IFF COM 459506101 4647678 57400 SH SOLE 57400 0 0 IQVIA Holdings Inc COM 46266C105 13026694 56300 SH SOLE 56300 0 0 Illinois Tool Works Inc COM 452308109 20038410 76500 SH SOLE 76500 0 0 Illumina Inc COM 452327109 4135428 29700 SH SOLE 29700 0 0 Incyte Corp COM 45337C102 1946490 31000 SH SOLE 31000 0 0 Ingersoll Rand Inc COM 45687V106 5792766 74900 SH SOLE 74900 0 0 Insulet Corp COM 45784P101 2950928 13600 SH SOLE 13600 0 0 Intel Corp COM 458140100 46192112 919246 SH SOLE 919246 0 0 Intercontinental Exchange Inc COM 45866F104 12432024 96800 SH SOLE 96800 0 0 International Paper Co COM 460146103 7761405 214700 SH SOLE 214700 0 0 Interpublic Group of Cos Inc/T COM 460690100 3352128 102700 SH SOLE 102700 0 0 Intuit Inc COM 461202103 46877250 75000 SH SOLE 75000 0 0 Intuitive Surgical Inc COM NEW 46120E602 23513992 69700 SH SOLE 69700 0 0 Invitation Homes Inc COM 46187W107 3090366 90600 SH SOLE 90600 0 0 Iron Mountain Inc COM 46284V101 4163810 59500 SH SOLE 59500 0 0 J M Smucker Co/The COM NEW 832696405 2717170 21500 SH SOLE 21500 0 0 JB Hunt Transport Services Inc COM 445658107 8029548 40200 SH SOLE 40200 0 0 JPMorgan Chase & Co COM 46625H100 113711850 668500 SH SOLE 668500 0 0 Jabil Inc COM 466313103 4634939 36381 SH SOLE 36381 0 0 Jack Henry & Associates Inc COM 426281101 1781169 10900 SH SOLE 10900 0 0 Jazz Pharmaceuticals PLC SHS USD G50871105 258300 2100 SH SOLE 2100 0 0 Johnson & Johnson COM 478160104 88234902 562938 SH SOLE 562938 0 0 Johnson Controls International SHS G51502105 13124628 227700 SH SOLE 227700 0 0 Juniper Networks Inc COM 48203R104 2146144 72800 SH SOLE 72800 0 0 KKR & Co Inc COM 48251W104 8376135 101100 SH SOLE 101100 0 0 KLA Corp COM NEW 482480100 16218270 27900 SH SOLE 27900 0 0 Kellanova COM 487836108 9443199 168900 SH SOLE 168900 0 0 Kenvue Inc COM 49177J102 7087138 329175 SH SOLE 329175 0 0 Keurig Dr Pepper Inc COM 49271V100 6590696 197800 SH SOLE 197800 0 0 KeyCorp COM 493267108 3147840 218600 SH SOLE 218600 0 0 Keysight Technologies Inc COM 49338L103 5297697 33300 SH SOLE 33300 0 0 Kimberly-Clark Corp COM 494368103 15869206 130600 SH SOLE 130600 0 0 Kimco Realty Corp COM 49446R109 2789479 130900 SH SOLE 130900 0 0 Kraft Heinz Co/The COM 500754106 7118650 192500 SH SOLE 192500 0 0 Kroger Co/The COM 501044101 12291419 268900 SH SOLE 268900 0 0 LKQ Corp COM 501889208 8630874 180600 SH SOLE 180600 0 0 LPL Financial Holdings Inc COM 50212V100 9264134 40700 SH SOLE 40700 0 0 Laboratory Corp of America Hol COM NEW 50540R409 3818472 16800 SH SOLE 16800 0 0 Lam Research Corp COM 512807108 30625466 39100 SH SOLE 39100 0 0 Lamb Weston Holdings Inc COM 513272104 5015376 46400 SH SOLE 46400 0 0 Las Vegas Sands Corp COM 517834107 3656303 74300 SH SOLE 74300 0 0 Lattice Semiconductor Corp COM 518415104 5891746 85400 SH SOLE 85400 0 0 Lear Corp COM NEW 521865204 3544371 25100 SH SOLE 25100 0 0 Lennar Corp CL A 526057104 6304392 42300 SH SOLE 42300 0 0 Lennox International Inc COM 526107107 3580160 8000 SH SOLE 8000 0 0 Liberty Broadband Corp COM SER C 530307305 588307 7300 SH SOLE 7300 0 0 Liberty Media Corp-Liberty For COM LBTY ONE S C 531229755 2638834 41800 SH SOLE 41800 0 0 Linde PLC SHS G54950103 48504851 118100 SH SOLE 118100 0 0 Live Nation Entertainment Inc COM 538034109 9154080 97800 SH SOLE 97800 0 0 Logitech International SA SHS H50430232 0 51446 SH SOLE 51446 0 0 Lowe's Cos Inc COM 548661107 35786040 160800 SH SOLE 160800 0 0 Lululemon Athletica Inc COM 550021109 11248380 22000 SH SOLE 22000 0 0 LyondellBasell Industries NV SHS - A - N53745100 11285996 118700 SH SOLE 118700 0 0 M&T Bank Corp COM 55261F104 3660036 26700 SH SOLE 26700 0 0 MGM Resorts International COM 552953101 2466336 55200 SH SOLE 55200 0 0 MSCI Inc COM 55354G100 12670560 22400 SH SOLE 22400 0 0 Magna International Inc COM 559222401 3194298 53800 SH SOLE 53800 0 0 Manhattan Associates Inc COM 562750109 8009473 37198 SH SOLE 37198 0 0 Manulife Financial Corp COM 56501R106 17144766 772100 SH SOLE 772100 0 0 Markel Group Inc COM 570535104 2314437 1630 SH SOLE 1630 0 0 MarketAxess Holdings Inc COM 57060D108 1991380 6800 SH SOLE 6800 0 0 Marriott International Inc/MD CL A 571903202 19123248 84800 SH SOLE 84800 0 0 Marsh & McLennan Cos Inc COM 571748102 24024796 126800 SH SOLE 126800 0 0 Martin Marietta Materials Inc COM 573284106 5438119 10900 SH SOLE 10900 0 0 Marvell Technology Inc COM 573874104 12321333 204300 SH SOLE 204300 0 0 Masco Corp COM 574599106 8747588 130600 SH SOLE 130600 0 0 Mastercard Inc CL A 57636Q104 92101849 215943 SH SOLE 215943 0 0 Match Group Inc COM 57667L107 4350800 119200 SH SOLE 119200 0 0 McCormick & Co Inc/MD COM NON VTG 579780206 2989954 43700 SH SOLE 43700 0 0 McDonald's Corp COM 580135101 47797412 161200 SH SOLE 161200 0 0 McKesson Corp COM 58155Q103 15901974 34347 SH SOLE 34347 0 0 Medtronic PLC SHS G5960L103 22193172 269400 SH SOLE 269400 0 0 MercadoLibre Inc COM 58733R102 22001560 14000 SH SOLE 14000 0 0 Merck & Co Inc COM 58933Y105 72988890 669500 SH SOLE 669500 0 0 MetLife Inc COM 59156R108 8980454 135800 SH SOLE 135800 0 0 Meta Platforms Inc CL A 30303M102 187138652 528700 SH SOLE 528700 0 0 Mettler-Toledo International I COM 592688105 6792576 5600 SH SOLE 5600 0 0 Microchip Technology Inc COM 595017104 16575084 183800 SH SOLE 183800 0 0 Micron Technology Inc COM 595112103 17452030 204500 SH SOLE 204500 0 0 Microsoft Corp COM 594918104 648631396 1724900 SH SOLE 1724900 0 0 Mid-America Apartment Communit COM 59522J103 5875902 43700 SH SOLE 43700 0 0 Moderna Inc COM 60770K107 5927220 59600 SH SOLE 59600 0 0 Molina Healthcare Inc COM 60855R100 7984951 22100 SH SOLE 22100 0 0 Molson Coors Beverage Co CL B 60871R209 2546336 41600 SH SOLE 41600 0 0 Mondelez International Inc CL A 609207105 18679697 257900 SH SOLE 257900 0 0 MongoDB Inc CL A 60937P106 5519475 13500 SH SOLE 13500 0 0 Monolithic Power Systems Inc COM 609839105 7443204 11800 SH SOLE 11800 0 0 Monster Beverage Corp COM 61174X109 7881048 136800 SH SOLE 136800 0 0 Moody's Corp COM 615369105 12224528 31300 SH SOLE 31300 0 0 Morgan Stanley COM NEW 617446448 23131875 248063 SH SOLE 248063 0 0 Mosaic Co/The COM 61945C103 7288920 204000 SH SOLE 204000 0 0 NIKE Inc CL B 654106103 33786984 311200 SH SOLE 311200 0 0 NVIDIA Corp COM 67066G104 295794906 597300 SH SOLE 597300 0 0 NVR Inc COM 62944T105 5180333 740 SH SOLE 740 0 0 NXP Semiconductors NV COM N6596X109 19844352 86400 SH SOLE 86400 0 0 Nasdaq Inc COM 631103108 6174468 106200 SH SOLE 106200 0 0 NetApp Inc COM 64110D104 6523840 74000 SH SOLE 74000 0 0 Netflix Inc COM 64110L106 54141056 111200 SH SOLE 111200 0 0 Neurocrine Biosciences Inc COM 64125C109 2318976 17600 SH SOLE 17600 0 0 Newmont Corp COM 651639106 9519700 230000 SH SOLE 230000 0 0 NextEra Energy Inc COM 65339F101 24642218 405700 SH SOLE 405700 0 0 NiSource Inc COM 65473P105 7927830 298600 SH SOLE 298600 0 0 Nordson Corp COM 655663102 3354832 12700 SH SOLE 12700 0 0 Norfolk Southern Corp COM 655844108 9431562 39900 SH SOLE 39900 0 0 Northern Trust Corp COM 665859104 3645216 43200 SH SOLE 43200 0 0 Nucor Corp COM 670346105 9067484 52100 SH SOLE 52100 0 0 Nutrien Ltd COM 67077M108 12335989 217900 SH SOLE 217900 0 0 O'Reilly Automotive Inc COM 67103H107 12066016 12700 SH SOLE 12700 0 0 ON Semiconductor Corp COM 682189105 10650075 127500 SH SOLE 127500 0 0 Okta Inc CL A 679295105 2724953 30100 SH SOLE 30100 0 0 Old Dominion Freight Line Inc COM 679580100 9727920 24000 SH SOLE 24000 0 0 Omnicom Group Inc COM 681919106 3918903 45300 SH SOLE 45300 0 0 Open Text Corp COM 683715106 2614296 61900 SH SOLE 61900 0 0 Oracle Corp COM 68389X105 38439778 364600 SH SOLE 364600 0 0 Otis Worldwide Corp COM 68902V107 9036470 101000 SH SOLE 101000 0 0 Owens Corning COM 690742101 7782075 52500 SH SOLE 52500 0 0 PACCAR Inc COM 693718108 13641705 139700 SH SOLE 139700 0 0 PG&E Corp COM 69331C108 6119382 339400 SH SOLE 339400 0 0 PNC Financial Services Group I COM 693475105 14726235 95100 SH SOLE 95100 0 0 PPG Industries Inc COM 693506107 6924165 46300 SH SOLE 46300 0 0 PTC Inc COM 69370C100 3901608 22300 SH SOLE 22300 0 0 Packaging Corp of America COM 695156109 5310866 32600 SH SOLE 32600 0 0 Palantir Technologies Inc CL A 69608A108 7841539 456700 SH SOLE 456700 0 0 Palo Alto Networks Inc COM 697435105 27335376 92700 SH SOLE 92700 0 0 Paramount Global CLASS B COM 92556H206 1437588 97200 SH SOLE 97200 0 0 Parker-Hannifin Corp COM 701094104 11056800 24000 SH SOLE 24000 0 0 PayPal Holdings Inc COM 70450Y103 11674041 190100 SH SOLE 190100 0 0 Paychex Inc COM 704326107 12756681 107100 SH SOLE 107100 0 0 Paylocity Holding Corp COM 70438V106 1648500 10000 SH SOLE 10000 0 0 Pentair PLC SHS G7S00T104 2966568 40800 SH SOLE 40800 0 0 PepsiCo Inc COM 713448108 62518104 368100 SH SOLE 368100 0 0 Pfizer Inc COM 717081103 45968993 1596700 SH SOLE 1596700 0 0 Pinterest Inc CL A 72352L106 4192928 113200 SH SOLE 113200 0 0 Pool Corp COM 73278L105 3389035 8500 SH SOLE 8500 0 0 Principal Financial Group Inc COM 74251V102 8449158 107400 SH SOLE 107400 0 0 Procter & Gamble Co/The COM 742718109 84143268 574200 SH SOLE 574200 0 0 Progressive Corp/The COM 743315103 19702936 123700 SH SOLE 123700 0 0 Prologis Inc COM 74340W103 23703806 177823 SH SOLE 177823 0 0 Prudential Financial Inc COM 744320102 8659785 83500 SH SOLE 83500 0 0 Public Service Enterprise Grou COM 744573106 13917740 227600 SH SOLE 227600 0 0 Public Storage COM 74460D109 17934000 58800 SH SOLE 58800 0 0 PulteGroup Inc COM 745867101 3932682 38100 SH SOLE 38100 0 0 QUALCOMM Inc COM 747525103 38500506 266200 SH SOLE 266200 0 0 Qorvo Inc COM 74736K101 1756716 15600 SH SOLE 15600 0 0 Quanta Services Inc COM 74762E102 5912920 27400 SH SOLE 27400 0 0 Quest Diagnostics Inc COM 74834L100 5198076 37700 SH SOLE 37700 0 0 RB Global Inc COM 74935Q107 3543841 52700 SH SOLE 52700 0 0 ROBLOX Corp CL A 771049103 3685032 80600 SH SOLE 80600 0 0 RPM International Inc COM 749685103 2455860 22000 SH SOLE 22000 0 0 Raymond James Financial Inc COM 754730109 3545700 31800 SH SOLE 31800 0 0 Realty Income Corp COM 756109104 8544096 148800 SH SOLE 148800 0 0 Regency Centers Corp COM 758849103 6914400 103200 SH SOLE 103200 0 0 Regeneron Pharmaceuticals Inc COM 75886F107 17565800 20000 SH SOLE 20000 0 0 Regions Financial Corp COM 7591EP100 3922512 202400 SH SOLE 202400 0 0 Reliance Steel & Aluminum Co COM 759509102 4586752 16400 SH SOLE 16400 0 0 Repligen Corp COM 759916109 2013760 11200 SH SOLE 11200 0 0 Republic Services Inc COM 760759100 6645873 40300 SH SOLE 40300 0 0 ResMed Inc COM 761152107 4558530 26500 SH SOLE 26500 0 0 Restaurant Brands Internationa COM 76131D103 4797272 61100 SH SOLE 61100 0 0 Revvity Inc COM 714046109 2579716 23600 SH SOLE 23600 0 0 Rivian Automotive Inc COM CL A 76954A103 2864466 122100 SH SOLE 122100 0 0 Robert Half Inc COM 770323103 6400576 72800 SH SOLE 72800 0 0 Robinhood Markets Inc COM CL A 770700102 2349256 184400 SH SOLE 184400 0 0 Rockwell Automation Inc COM 773903109 14375224 46300 SH SOLE 46300 0 0 Rogers Communications Inc CL B 775109200 3951555 84000 SH SOLE 84000 0 0 Roku Inc COM CL A 77543R102 2273168 24800 SH SOLE 24800 0 0 Roper Technologies Inc COM 776696106 9704026 17800 SH SOLE 17800 0 0 Ross Stores Inc COM 778296103 8528837 61629 SH SOLE 61629 0 0 Royal Bank of Canada COM 780087102 40659336 400100 SH SOLE 400100 0 0 Royal Caribbean Cruises Ltd COM V7780T103 2369667 18300 SH SOLE 18300 0 0 Royalty Pharma PLC SHS CLASS A G7709Q104 1941019 69100 SH SOLE 69100 0 0 S&P Global Inc COM 78409V104 29640388 67285 SH SOLE 67285 0 0 SBA Communications Corp CL A 78410G104 4769372 18800 SH SOLE 18800 0 0 SS&C Technologies Holdings Inc COM 78467J100 1986075 32500 SH SOLE 32500 0 0 STERIS PLC SHS USD G8473T100 4331045 19700 SH SOLE 19700 0 0 Salesforce Inc COM 79466L302 57271632 217647 SH SOLE 217647 0 0 Sea Ltd SPONSORD ADS 81141R100 4536000 112000 SH SOLE 112000 0 0 Seagate Technology Holdings PL ORD SHS G7997R103 3500170 41000 SH SOLE 41000 0 0 Sempra COM 816851109 7704663 103100 SH SOLE 103100 0 0 ServiceNow Inc COM 81762P102 31014911 43900 SH SOLE 43900 0 0 Sherwin-Williams Co/The COM 824348106 14659300 47000 SH SOLE 47000 0 0 Shopify Inc CL A 82509L107 17876581 228500 SH SOLE 228500 0 0 Simon Property Group Inc COM 828806109 13365368 93700 SH SOLE 93700 0 0 Skyworks Solutions Inc COM 83088M102 2967888 26400 SH SOLE 26400 0 0 Snap Inc CL A 83304A106 3358912 198400 SH SOLE 198400 0 0 Snap-on Inc COM 833034101 2975052 10300 SH SOLE 10300 0 0 Snowflake Inc CL A 833445109 13313100 66900 SH SOLE 66900 0 0 Southern Co/The COM 842587107 17649204 251700 SH SOLE 251700 0 0 Splunk Inc COM 848637104 5134195 33700 SH SOLE 33700 0 0 Stanley Black & Decker Inc COM 854502101 3207870 32700 SH SOLE 32700 0 0 Stantec Inc COM 85472N109 1766815 21900 SH SOLE 21900 0 0 Starbucks Corp COM 855244109 31539285 328500 SH SOLE 328500 0 0 State Street Corp COM 857477103 4910964 63400 SH SOLE 63400 0 0 Steel Dynamics Inc COM 858119100 4558660 38600 SH SOLE 38600 0 0 Stellantis NV SHS N82405106 0 528335 SH SOLE 528335 0 0 Stryker Corp COM 863667101 23433643 78253 SH SOLE 78253 0 0 Sun Communities Inc COM 866674104 2325510 17400 SH SOLE 17400 0 0 Sun Life Financial Inc COM 866796105 14759217 283200 SH SOLE 283200 0 0 Super Micro Computer Inc COM 86800U104 3543017 12464 SH SOLE 12464 0 0 Synchrony Financial COM 87165B103 9276351 242900 SH SOLE 242900 0 0 Synopsys Inc COM 871607107 20493418 39800 SH SOLE 39800 0 0 Sysco Corp COM 871829107 13989769 191300 SH SOLE 191300 0 0 T Rowe Price Group Inc COM 74144T108 5427576 50400 SH SOLE 50400 0 0 T-Mobile US Inc COM 872590104 18325719 114300 SH SOLE 114300 0 0 TE Connectivity Ltd SHS H84989104 15384750 109500 SH SOLE 109500 0 0 TELUS Corp COM 87971M103 4826427 271300 SH SOLE 271300 0 0 TFI International Inc COM 87241L109 683452 5000 SH SOLE 5000 0 0 TJX Cos Inc/The COM 872540109 25647654 273400 SH SOLE 273400 0 0 Take-Two Interactive Software COM 874054109 5053830 31400 SH SOLE 31400 0 0 Target Corp COM 87612E106 12290846 86300 SH SOLE 86300 0 0 Teck Resources Ltd CL B 878742204 3644515 85800 SH SOLE 85800 0 0 Teledyne Technologies Inc COM 879360105 3614949 8100 SH SOLE 8100 0 0 Teleflex Inc COM 879369106 2219126 8900 SH SOLE 8900 0 0 Teradyne Inc COM 880770102 2995152 27600 SH SOLE 27600 0 0 Tesla Inc COM 88160R101 174929920 704000 SH SOLE 704000 0 0 Texas Instruments Inc COM 882508104 44115048 258800 SH SOLE 258800 0 0 Thermo Fisher Scientific Inc COM 883556102 44570436 83970 SH SOLE 83970 0 0 Thomson Reuters Corp COM 884903808 4596864 31288 SH SOLE 31288 0 0 Toro Co/The COM 891092108 1996592 20800 SH SOLE 20800 0 0 Toronto-Dominion Bank/The COM NEW 891160509 28524849 439300 SH SOLE 439300 0 0 Tractor Supply Co COM 892356106 8536691 39700 SH SOLE 39700 0 0 Trade Desk Inc/The COM CL A 88339J105 6001464 83400 SH SOLE 83400 0 0 Tradeweb Markets Inc CL A 892672106 2317440 25500 SH SOLE 25500 0 0 Trane Technologies PLC SHS G8994E103 16268130 66700 SH SOLE 66700 0 0 TransDigm Group Inc COM 893641100 13858920 13700 SH SOLE 13700 0 0 TransUnion COM 89400J107 2700303 39300 SH SOLE 39300 0 0 Travelers Cos Inc/The COM 89417E109 15277298 80200 SH SOLE 80200 0 0 Trimble Inc COM 896239100 2601480 48900 SH SOLE 48900 0 0 Truist Financial Corp COM 89832Q109 9562280 259000 SH SOLE 259000 0 0 Twilio Inc CL A 90138F102 2397492 31600 SH SOLE 31600 0 0 Tyler Technologies Inc COM 902252105 3135900 7500 SH SOLE 7500 0 0 Tyson Foods Inc CL A 902494103 2897125 53900 SH SOLE 53900 0 0 UBS Group AG SHS H42097107 0 775692 SH SOLE 775692 0 0 UDR Inc COM 902653104 2565430 67000 SH SOLE 67000 0 0 US Bancorp COM NEW 902973304 12230928 282600 SH SOLE 282600 0 0 Uber Technologies Inc COM 90353T100 22657760 368000 SH SOLE 368000 0 0 UiPath Inc CL A 90364P105 6016248 242200 SH SOLE 242200 0 0 Ulta Beauty Inc COM 90384S303 9358809 19100 SH SOLE 19100 0 0 Union Pacific Corp COM 907818108 35835958 145900 SH SOLE 145900 0 0 United Parcel Service Inc CL B 911312106 27247959 173300 SH SOLE 173300 0 0 United Rentals Inc COM 911363109 8142564 14200 SH SOLE 14200 0 0 United Therapeutics Corp COM 91307C102 1671164 7600 SH SOLE 7600 0 0 UnitedHealth Group Inc COM 91324P102 123931038 235400 SH SOLE 235400 0 0 Unity Software Inc COM 91332U101 1958631 47900 SH SOLE 47900 0 0 VICI Properties Inc COM 925652109 6825508 214100 SH SOLE 214100 0 0 Vail Resorts Inc COM 91879Q109 5315403 24900 SH SOLE 24900 0 0 Veeva Systems Inc CL A COM 922475108 5409812 28100 SH SOLE 28100 0 0 Ventas Inc COM 92276F100 3832696 76900 SH SOLE 76900 0 0 Veralto Corp COM SHS 92338C103 3677680 44708 SH SOLE 44708 0 0 VeriSign Inc COM 92343E102 3398340 16500 SH SOLE 16500 0 0 Verisk Analytics Inc COM 92345Y106 13567248 56800 SH SOLE 56800 0 0 Verizon Communications Inc COM 92343V104 41275845 1094850 SH SOLE 1094850 0 0 Vertex Pharmaceuticals Inc COM 92532F100 29987793 73700 SH SOLE 73700 0 0 Vertiv Holdings Co COM CL A 92537N108 3180114 66211 SH SOLE 66211 0 0 Viatris Inc COM 92556V106 3514335 324500 SH SOLE 324500 0 0 Visa Inc COM CL A 92826C839 106167085 407786 SH SOLE 407786 0 0 Vulcan Materials Co COM 929160109 5221230 23000 SH SOLE 23000 0 0 W R Berkley Corp COM 084423102 2892448 40900 SH SOLE 40900 0 0 WEC Energy Group Inc COM 92939U106 7331207 87100 SH SOLE 87100 0 0 WP Carey Inc COM 92936U109 3758980 58000 SH SOLE 58000 0 0 WW Grainger Inc COM 384802104 15082158 18200 SH SOLE 18200 0 0 Walgreens Boots Alliance Inc COM 931427108 4929568 188800 SH SOLE 188800 0 0 Walmart Inc COM 931142103 51788025 328500 SH SOLE 328500 0 0 Walt Disney Co/The COM 254687106 44648405 494500 SH SOLE 494500 0 0 Warner Bros Discovery Inc COM SER A 934423104 4919221 432269 SH SOLE 432269 0 0 Waste Connections Inc COM 94106B101 3746677 25100 SH SOLE 25100 0 0 Waste Management Inc COM 94106L109 17569710 98100 SH SOLE 98100 0 0 Waters Corp COM 941848103 3983683 12100 SH SOLE 12100 0 0 Watsco Inc COM 942622200 9126411 21300 SH SOLE 21300 0 0 Wells Fargo & Co COM 949746101 37707442 766100 SH SOLE 766100 0 0 Welltower Inc COM 95040Q104 8358759 92700 SH SOLE 92700 0 0 West Fraser Timber Co Ltd COM 952845105 300895 3500 SH SOLE 3500 0 0 West Pharmaceutical Services I COM 955306105 5176164 14700 SH SOLE 14700 0 0 Western Digital Corp COM 958102105 3252177 62100 SH SOLE 62100 0 0 Westinghouse Air Brake Technol COM 929740108 4111560 32400 SH SOLE 32400 0 0 Westrock Co COM 96145D105 2146584 51700 SH SOLE 51700 0 0 Weyerhaeuser Co COM NEW 962166104 10361460 298000 SH SOLE 298000 0 0 Wheaton Precious Metals Corp COM 962879102 4422117 89200 SH SOLE 89200 0 0 Willis Towers Watson PLC SHS G96629103 4582800 19000 SH SOLE 19000 0 0 Workday Inc CL A 98138H101 11787762 42700 SH SOLE 42700 0 0 Wynn Resorts Ltd COM 983134107 1867755 20500 SH SOLE 20500 0 0 Xcel Energy Inc COM 98389B100 6160045 99500 SH SOLE 99500 0 0 Xylem Inc/NY COM 98419M100 5329176 46600 SH SOLE 46600 0 0 Yum! Brands Inc COM 988498101 6872716 52600 SH SOLE 52600 0 0 Zebra Technologies Corp CL A 989207105 2541969 9300 SH SOLE 9300 0 0 Zillow Group Inc CL C CAP STK 98954M200 5618206 97100 SH SOLE 97100 0 0 Zimmer Biomet Holdings Inc COM 98956P102 6182360 50800 SH SOLE 50800 0 0 Zoetis Inc CL A 98978V103 26309421 133300 SH SOLE 133300 0 0 Zoom Video Communications Inc CL A 98980L101 3106512 43200 SH SOLE 43200 0 0 Zscaler Inc COM 98980G102 9527080 43000 SH SOLE 43000 0 0 eBay Inc COM 278642103 4693512 107600 SH SOLE 107600 0 0