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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1LIFE HEALTHCARE INC COM 68269G107 57,276 3,259,867 SH   SOLE   3,259,867 0 0
ABBOTT LABS COM 002824100 83,642 594,300 SH   SOLE   594,300 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 86,764 209,298 SH   SOLE   209,298 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 66,743 117,700 SH   SOLE   117,700 0 0
AFFIRM HLDGS INC COM CL A 00827B106 59,009 586,800 SH   SOLE   586,800 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 76,013 476,125 SH   SOLE   476,125 0 0
ALIGN TECHNOLOGY INC COM 016255101 74,984 114,100 SH   SOLE   114,100 0 0
ALPHABET INC CAP STK CL A 02079K305 77,681 26,814 SH   SOLE   26,814 0 0
AMAZON COM INC COM 023135106 73,872 22,155 SH   SOLE   22,155 0 0
AMERICAN ELEC PWR CO INC COM 025537101 71,934 808,519 SH   SOLE   808,519 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 85,268 451,490 SH   SOLE   451,490 0 0
AMPHENOL CORP NEW CL A 032095101 79,620 910,359 SH   SOLE   910,359 0 0
ANALOG DEVICES INC COM 032654105 66,847 380,311 SH   SOLE   380,311 0 0
ANSYS INC COM 03662Q105 77,731 193,784 SH   SOLE   193,784 0 0
APPLE INC COM 037833100 86,423 486,700 SH   SOLE   486,700 0 0
APPLIED MATLS INC COM 038222105 78,990 501,969 SH   SOLE   501,969 0 0
ATLASSIAN CORP PLC CL A G06242104 56,850 149,100 SH   SOLE   149,100 0 0
ATMOS ENERGY CORP COM 049560105 82,928 791,523 SH   SOLE   791,523 0 0
AUTOZONE INC COM 053332102 84,319 40,221 SH   SOLE   40,221 0 0
BED BATH & BEYOND INC COM 075896100 34,977 2,399,000 SH   SOLE   2,399,000 0 0
BIO RAD LABS INC CL A 090572207 78,874 104,390 SH   SOLE   104,390 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 69,356 1,035,631 SH   SOLE   1,035,631 0 0
BLOCK INC CL A 852234103 52,281 323,700 SH   SOLE   323,700 0 0
BURLINGTON STORES INC COM 122017106 76,881 263,735 SH   SOLE   263,735 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 75,931 407,462 SH   SOLE   407,462 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 67,928 1,046,500 SH   SOLE   1,046,500 0 0
CATERPILLAR INC COM 149123101 78,672 380,534 SH   SOLE   380,534 0 0
CLOUDFLARE INC CL A COM 18915M107 48,865 371,600 SH   SOLE   371,600 0 0
COSTCO WHSL CORP NEW COM 22160K105 84,531 148,900 SH   SOLE   148,900 0 0
CSX CORP COM 126408103 82,566 2,195,902 SH   SOLE   2,195,902 0 0
CVS HEALTH CORP COM 126650100 84,808 822,100 SH   SOLE   822,100 0 0
DANAHER CORPORATION COM 235851102 73,329 222,877 SH   SOLE   222,877 0 0
DATADOG INC CL A COM 23804L103 72,989 409,800 SH   SOLE   409,800 0 0
DELL TECHNOLOGIES INC CL C 24703L202 77,322 1,376,580 SH   SOLE   1,376,580 0 0
DOLLAR TREE INC COM 256746108 81,769 581,900 SH   SOLE   581,900 0 0
EAGLE MATLS INC COM 26969P108 60,301 362,257 SH   SOLE   362,257 0 0
EAST WEST BANCORP INC COM 27579R104 64,156 815,400 SH   SOLE   815,400 0 0
ECOLAB INC COM 278865100 77,945 332,261 SH   SOLE   332,261 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 77,201 595,919 SH   SOLE   595,919 0 0
ELASTIC N V ORD SHS N14506104 52,028 422,685 SH   SOLE   422,685 0 0
ELECTRONIC ARTS INC COM 285512109 77,053 584,180 SH   SOLE   584,180 0 0
ENPHASE ENERGY INC COM 29355A107 57,908 316,539 SH   SOLE   316,539 0 0
LAUDER ESTEE COS INC CL A 518439104 79,964 216,001 SH   SOLE   216,001 0 0
EXPONENT INC COM 30214U102 63,115 540,695 SH   SOLE   540,695 0 0
FASTENAL CO COM 311900104 82,153 1,282,431 SH   SOLE   1,282,431 0 0
FIRST FINL BANKSHARES INC COM 32020R109 64,531 1,269,303 SH   SOLE   1,269,303 0 0
FORTIVE CORP COM 34959J108 76,383 1,001,219 SH   SOLE   1,001,219 0 0
HENRY SCHEIN INC COM 806407102 78,517 1,012,733 SH   SOLE   1,012,733 0 0
HOME DEPOT INC COM 437076102 83,793 201,906 SH   SOLE   201,906 0 0
HUBSPOT INC COM 443573100 62,422 94,700 SH   SOLE   94,700 0 0
HUMANA INC COM 444859102 82,139 177,078 SH   SOLE   177,078 0 0
ILLUMINA INC COM 452327109 66,296 174,262 SH   SOLE   174,262 0 0
INGEVITY CORP COM 45688C107 60,768 847,532 SH   SOLE   847,532 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 78,615 218,800 SH   SOLE   218,800 0 0
IQVIA HLDGS INC COM 46266C105 85,033 301,386 SH   SOLE   301,386 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 77,801 376,744 SH   SOLE   376,744 0 0
KLA CORP COM NEW 482480100 76,943 178,891 SH   SOLE   178,891 0 0
KOHLS CORP COM 500255104 59,846 1,211,700 SH   SOLE   1,211,700 0 0
LAM RESEARCH CORP COM 512807108 76,354 106,173 SH   SOLE   106,173 0 0
LENNOX INTL INC COM 526107107 75,609 233,101 SH   SOLE   233,101 0 0
LINDE PLC SHS G5494J103 82,610 238,462 SH   SOLE   238,462 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 59,130 1,411,206 SH   SOLE   1,411,206 0 0
MARKETAXESS HLDGS INC COM 57060D108 82,215 199,905 SH   SOLE   199,905 0 0
MASTERCARD INCORPORATED CL A 57636Q104 82,320 229,100 SH   SOLE   229,100 0 0
MCDONALDS CORP COM 580135101 74,266 277,039 SH   SOLE   277,039 0 0
MERCADOLIBRE INC COM 58733R102 65,327 48,448 SH   SOLE   48,448 0 0
META PLATFORMS INC CL A 30303M102 75,927 225,737 SH   SOLE   225,737 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 84,893 50,019 SH   SOLE   50,019 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 80,413 923,656 SH   SOLE   923,656 0 0
MICROSOFT CORP COM 594918104 69,635 207,049 SH   SOLE   207,049 0 0
MIDDLEBY CORP COM 596278101 70,392 357,756 SH   SOLE   357,756 0 0
MONDELEZ INTL INC CL A 609207105 80,933 1,220,531 SH   SOLE   1,220,531 0 0
MONGODB INC CL A 60937P106 74,638 141,000 SH   SOLE   141,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 69,492 140,863 SH   SOLE   140,863 0 0
MSCI INC COM 55354G100 74,450 121,514 SH   SOLE   121,514 0 0
NASDAQ INC COM 631103108 79,057 376,443 SH   SOLE   376,443 0 0
NEW YORK TIMES CO CL A 650111107 64,127 1,327,677 SH   SOLE   1,327,677 0 0
NIKE INC CL B 654106103 74,660 447,954 SH   SOLE   447,954 0 0
NORFOLK SOUTHN CORP COM 655844108 72,266 242,739 SH   SOLE   242,739 0 0
NOVANTA INC COM 67000B104 62,587 354,941 SH   SOLE   354,941 0 0
NVIDIA CORPORATION COM 67066G104 75,262 255,896 SH   SOLE   255,896 0 0
NXP SEMICONDUCTORS N V COM N6596X109 75,686 332,278 SH   SOLE   332,278 0 0
OKTA INC CL A 679295105 75,478 336,700 SH   SOLE   336,700 0 0
ONE GAS INC COM 68235P108 74,039 954,237 SH   SOLE   954,237 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 73,440 103,989 SH   SOLE   103,989 0 0
OWENS CORNING NEW COM 690742101 66,130 730,720 SH   SOLE   730,720 0 0
PALO ALTO NETWORKS INC COM 697435105 82,790 148,700 SH   SOLE   148,700 0 0
PAYPAL HLDGS INC COM 70450Y103 75,426 399,968 SH   SOLE   399,968 0 0
PINTEREST INC CL A 72352L106 59,370 1,633,300 SH   SOLE   1,633,300 0 0
PROCTER AND GAMBLE CO COM 742718109 85,836 524,732 SH   SOLE   524,732 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 71,794 3,293,300 SH   SOLE   3,293,300 0 0
REPLIGEN CORP COM 759916109 65,596 247,683 SH   SOLE   247,683 0 0
REPUBLIC SVCS INC COM 760759100 81,842 586,888 SH   SOLE   586,888 0 0
RESMED INC COM 761152107 76,787 294,792 SH   SOLE   294,792 0 0
ROBERT HALF INTL INC COM 770323103 66,165 593,299 SH   SOLE   593,299 0 0
ROCKWELL AUTOMATION INC COM 773903109 80,050 229,468 SH   SOLE   229,468 0 0
ROPER TECHNOLOGIES INC COM 776696106 77,251 157,059 SH   SOLE   157,059 0 0
ROSS STORES INC COM 778296103 75,493 660,600 SH   SOLE   660,600 0 0
S&P GLOBAL INC COM 78409V104 70,790 150,002 SH   SOLE   150,002 0 0
SALESFORCE COM INC COM 79466L302 66,039 259,865 SH   SOLE   259,865 0 0
SEA LTD SPONSORD ADS 81141R100 49,692 222,128 SH   SOLE   222,128 0 0
SERVICE CORP INTL COM 817565104 71,597 1,008,553 SH   SOLE   1,008,553 0 0
SERVICENOW INC COM 81762P102 74,193 114,300 SH   SOLE   114,300 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 78,247 241,900 SH   SOLE   241,900 0 0
SNOWFLAKE INC CL A 833445109 69,545 205,300 SH   SOLE   205,300 0 0
STRYKER CORPORATION COM 863667101 79,713 298,083 SH   SOLE   298,083 0 0
SVB FINANCIAL GROUP COM 78486Q101 71,012 104,700 SH   SOLE   104,700 0 0
SYNOPSYS INC COM 871607107 83,458 226,479 SH   SOLE   226,479 0 0
SYSCO CORP COM 871829107 80,385 1,023,361 SH   SOLE   1,023,361 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 68,750 386,845 SH   SOLE   386,845 0 0
TE CONNECTIVITY LTD SHS H84989104 76,268 472,716 SH   SOLE   472,716 0 0
TERADYNE INC COM 880770102 83,248 509,071 SH   SOLE   509,071 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 73,226 109,744 SH   SOLE   109,744 0 0
THOR INDS INC COM 885160101 52,931 510,084 SH   SOLE   510,084 0 0
TOPBUILD CORP COM 89055F103 59,273 214,827 SH   SOLE   214,827 0 0
THE TRADE DESK INC COM CL A 88339J105 67,722 739,000 SH   SOLE   739,000 0 0
TWIST BIOSCIENCE CORP COM 90184D100 54,103 699,100 SH   SOLE   699,100 0 0
UNION PAC CORP COM 907818108 76,435 303,397 SH   SOLE   303,397 0 0
UNITED RENTALS INC COM 911363109 69,381 208,797 SH   SOLE   208,797 0 0
UNITEDHEALTH GROUP INC COM 91324P102 77,588 154,514 SH   SOLE   154,514 0 0
UNITY SOFTWARE INC COM 91332U101 59,698 417,500 SH   SOLE   417,500 0 0
VEEVA SYS INC CL A COM 922475108 664 2,600 SH   SOLE   2,600 0 0
VISA INC COM CL A 92826C839 80,910 373,354 SH   SOLE   373,354 0 0
WASTE MGMT INC DEL COM 94106L109 80,303 481,147 SH   SOLE   481,147 0 0
WESTROCK CO COM 96145D105 71,193 1,604,885 SH   SOLE   1,604,885 0 0
XILINX INC COM 983919101 66,514 313,702 SH   SOLE   313,702 0 0
YUM BRANDS INC COM 988498101 86,074 619,864 SH   SOLE   619,864 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 76,271 128,143 SH   SOLE   128,143 0 0
ZIONS BANCORPORATION N A COM 989701107 63,646 1,007,700 SH   SOLE   1,007,700 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 68,315 1,064,100 SH   SOLE   1,064,100 0 0