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
ABBOTT LABS COM 002824100 56,481 519,848 SH   SOLE   519,848 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 54,046 194,656 SH   SOLE   194,656 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 49,078 283,540 SH   SOLE   283,540 0 0
ADVANCED MICRO DEVICES INC COM 007903107 45,381 593,449 SH   SOLE   593,449 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 57,194 481,552 SH   SOLE   481,552 0 0
AIRBNB INC COM CL A 009066101 48,932 549,300 SH   SOLE   549,300 0 0
ALCOA CORP COM 013872106 51,128 1,121,724 SH   SOLE   1,121,724 0 0
ALPHABET INC CAP STK CL A 02079K305 56,842 26,083 SH   SOLE   26,083 0 0
ALTERYX INC COM CL A 02156B103 45,049 930,375 SH   SOLE   930,375 0 0
AMAZON COM INC COM 023135106 53,441 503,160 SH   SOLE   503,160 0 0
AMDOCS LTD SHS G02602103 44,887 538,800 SH   SOLE   538,800 0 0
AMERICAN ELEC PWR CO INC COM 025537101 52,467 546,873 SH   SOLE   546,873 0 0
AMERISOURCEBERGEN CORP COM 03073E105 52,553 371,452 SH   SOLE   371,452 0 0
AMPHENOL CORP NEW CL A 032095101 55,228 857,849 SH   SOLE   857,849 0 0
ANALOG DEVICES INC COM 032654105 49,933 341,793 SH   SOLE   341,793 0 0
AON PLC SHS CL A G0403H108 56,558 209,724 SH   SOLE   209,724 0 0
APPLE INC COM 037833100 54,257 396,844 SH   SOLE   396,844 0 0
ATMOS ENERGY CORP COM 049560105 58,821 524,715 SH   SOLE   524,715 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 55,400 263,760 SH   SOLE   263,760 0 0
AUTOZONE INC COM 053332102 60,438 28,122 SH   SOLE   28,122 0 0
BIO RAD LABS INC CL A 090572207 55,414 111,948 SH   SOLE   111,948 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 50,039 802,931 SH   SOLE   802,931 0 0
BROADCOM INC COM 11135F101 53,307 109,729 SH   SOLE   109,729 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 330 2,200 SH   SOLE   2,200 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 42,605 1,038,900 SH   SOLE   1,038,900 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 65,035 534,034 SH   SOLE   534,034 0 0
CHENIERE ENERGY INC COM NEW 16411R208 55,028 413,651 SH   SOLE   413,651 0 0
COCA COLA CO COM 191216100 56,531 898,600 SH   SOLE   898,600 0 0
COSTCO WHSL CORP NEW COM 22160K105 57,331 119,619 SH   SOLE   119,619 0 0
CSX CORP COM 126408103 54,177 1,864,305 SH   SOLE   1,864,305 0 0
CULLEN FROST BANKERS INC COM 229899109 42,284 363,112 SH   SOLE   363,112 0 0
CVS HEALTH CORP COM 126650100 56,650 611,371 SH   SOLE   611,371 0 0
DANAHER CORPORATION COM 235851102 52,097 205,495 SH   SOLE   205,495 0 0
DARDEN RESTAURANTS INC COM 237194105 52,985 468,400 SH   SOLE   468,400 0 0
DEERE & CO COM 244199105 51,774 172,884 SH   SOLE   172,884 0 0
DEVON ENERGY CORP NEW COM 25179M103 54,259 984,566 SH   SOLE   984,566 0 0
DOLLAR TREE INC COM 256746108 56,038 359,562 SH   SOLE   359,562 0 0
EAST WEST BANCORP INC COM 27579R104 46,134 711,938 SH   SOLE   711,938 0 0
ECOLAB INC COM 278865100 54,525 354,610 SH   SOLE   354,610 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 52,526 552,382 SH   SOLE   552,382 0 0
ELECTRONIC ARTS INC COM 285512109 52,283 429,780 SH   SOLE   429,780 0 0
ELEVANCE HEALTH INC COM 036752103 55,501 115,009 SH   SOLE   115,009 0 0
LILLY ELI & CO COM 532457108 57,129 176,200 SH   SOLE   176,200 0 0
EOG RES INC COM 26875P101 53,386 483,392 SH   SOLE   483,392 0 0
FASTENAL CO COM 311900104 55,682 1,115,421 SH   SOLE   1,115,421 0 0
FIRST FINL BANKSHARES INC COM 32020R109 46,478 1,183,539 SH   SOLE   1,183,539 0 0
FORD MTR CO DEL COM 345370860 51,730 4,647,771 SH   SOLE   4,647,771 0 0
FREEPORT-MCMORAN INC CL B 35671D857 46,798 1,599,400 SH   SOLE   1,599,400 0 0
HENRY SCHEIN INC COM 806407102 54,919 715,652 SH   SOLE   715,652 0 0
HESS CORP COM 42809H107 54,295 512,510 SH   SOLE   512,510 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 48,384 434,167 SH   SOLE   434,167 0 0
HUBSPOT INC COM 443573100 241 800 SH   SOLE   800 0 0
HUMANA INC COM 444859102 744 1,590 SH   SOLE   1,590 0 0
HUNT J B TRANS SVCS INC COM 445658107 53,950 342,606 SH   SOLE   342,606 0 0
IQVIA HLDGS INC COM 46266C105 59,457 274,010 SH   SOLE   274,010 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 54,968 398,753 SH   SOLE   398,753 0 0
KINDER MORGAN INC DEL COM 49456B101 49,456 2,950,848 SH   SOLE   2,950,848 0 0
KLA CORP COM NEW 482480100 54,179 169,797 SH   SOLE   169,797 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 46,213 191,200 SH   SOLE   191,200 0 0
LAM RESEARCH CORP COM 512807108 554 1,300 SH   SOLE   1,300 0 0
LINDE PLC SHS G5494J103 53,701 186,765 SH   SOLE   186,765 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 48,668 589,345 SH   SOLE   589,345 0 0
LOCKHEED MARTIN CORP COM 539830109 37,965 88,300 SH   SOLE   88,300 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 48,612 1,711,094 SH   SOLE   1,711,094 0 0
MARSH & MCLENNAN COS INC COM 571748102 55,671 358,589 SH   SOLE   358,589 0 0
MASTERCARD INCORPORATED CL A 57636Q104 53,215 168,681 SH   SOLE   168,681 0 0
MCDONALDS CORP COM 580135101 53,720 217,596 SH   SOLE   217,596 0 0
MCKESSON CORP COM 58155Q103 52,773 161,777 SH   SOLE   161,777 0 0
MERCK & CO INC COM 58933Y105 55,532 609,100 SH   SOLE   609,100 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 56,019 48,764 SH   SOLE   48,764 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 52,384 901,929 SH   SOLE   901,929 0 0
MICROSOFT CORP COM 594918104 51,803 201,701 SH   SOLE   201,701 0 0
MONDELEZ INTL INC CL A 609207105 59,575 959,494 SH   SOLE   959,494 0 0
MONOLITHIC PWR SYS INC COM 609839105 307 800 SH   SOLE   800 0 0
MOSAIC CO NEW COM 61945C103 54,321 1,150,142 SH   SOLE   1,150,142 0 0
NASDAQ INC COM 631103108 55,736 365,388 SH   SOLE   365,388 0 0
NETAPP INC COM 64110D104 49,481 758,449 SH   SOLE   758,449 0 0
NEW YORK TIMES CO CL A 650111107 45,386 1,626,738 SH   SOLE   1,626,738 0 0
NORFOLK SOUTHN CORP COM 655844108 51,488 226,532 SH   SOLE   226,532 0 0
NUCOR CORP COM 670346105 51,506 493,302 SH   SOLE   493,302 0 0
NVIDIA CORPORATION COM 67066G104 227 1,500 SH   SOLE   1,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 50,313 339,881 SH   SOLE   339,881 0 0
OCCIDENTAL PETE CORP COM 674599105 51,302 871,300 SH   SOLE   871,300 0 0
OMNICOM GROUP INC COM 681919106 50,314 790,983 SH   SOLE   790,983 0 0
ONE GAS INC COM 68235P108 47,347 583,161 SH   SOLE   583,161 0 0
PALO ALTO NETWORKS INC COM 697435105 56,062 113,500 SH   SOLE   113,500 0 0
PAYCHEX INC COM 704326107 53,224 467,407 SH   SOLE   467,407 0 0
PEPSICO INC COM 713448108 52,334 314,017 SH   SOLE   314,017 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 42,908 593,385 SH   SOLE   593,385 0 0
PIONEER NAT RES CO COM 723787107 47,953 214,961 SH   SOLE   214,961 0 0
PNC FINL SVCS GROUP INC COM 693475105 50,659 321,092 SH   SOLE   321,092 0 0
PROCTER AND GAMBLE CO COM 742718109 59,033 410,553 SH   SOLE   410,553 0 0
QUALCOMM INC COM 747525103 51,521 403,327 SH   SOLE   403,327 0 0
QUANTA SVCS INC COM 74762E102 56,929 454,196 SH   SOLE   454,196 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 46,212 272,059 SH   SOLE   272,059 0 0
REPUBLIC SVCS INC COM 760759100 57,081 436,163 SH   SOLE   436,163 0 0
RESMED INC COM 761152107 58,178 277,525 SH   SOLE   277,525 0 0
ROPER TECHNOLOGIES INC COM 776696106 55,381 140,330 SH   SOLE   140,330 0 0
S&P GLOBAL INC COM 78409V104 51,437 152,606 SH   SOLE   152,606 0 0
SALESFORCE INC COM 79466L302 56,257 340,867 SH   SOLE   340,867 0 0
SERVICE CORP INTL COM 817565104 48,555 702,476 SH   SOLE   702,476 0 0
SERVICENOW INC COM 81762P102 285 600 SH   SOLE   600 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 53,578 298,967 SH   SOLE   298,967 0 0
STRYKER CORPORATION COM 863667101 54,205 272,481 SH   SOLE   272,481 0 0
SYNOPSYS INC COM 871607107 58,115 191,357 SH   SOLE   191,357 0 0
SYSCO CORP COM 871829107 60,595 715,326 SH   SOLE   715,326 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 50,658 413,431 SH   SOLE   413,431 0 0
TESLA INC COM 88160R101 52,095 77,359 SH   SOLE   77,359 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 54,185 99,736 SH   SOLE   99,736 0 0
TRACTOR SUPPLY CO COM 892356106 57,213 295,142 SH   SOLE   295,142 0 0
UNION PAC CORP COM 907818108 56,764 266,150 SH   SOLE   266,150 0 0
UNITED PARCEL SERVICE INC CL B 911312106 52,638 288,366 SH   SOLE   288,366 0 0
UNITEDHEALTH GROUP INC COM 91324P102 56,023 109,072 SH   SOLE   109,072 0 0
VAIL RESORTS INC COM 91879Q109 48,495 222,405 SH   SOLE   222,405 0 0
VISA INC COM CL A 92826C839 54,887 278,772 SH   SOLE   278,772 0 0
VMWARE INC CL A COM 928563402 52,754 462,838 SH   SOLE   462,838 0 0
WASTE MGMT INC DEL COM 94106L109 57,511 375,940 SH   SOLE   375,940 0 0
WELLS FARGO CO NEW COM 949746101 53,412 1,363,600 SH   SOLE   1,363,600 0 0
WESTERN ALLIANCE BANCORP COM 957638109 41,117 582,392 SH   SOLE   582,392 0 0
WILLIAMS COS INC COM 969457100 49,803 1,595,748 SH   SOLE   1,595,748 0 0
YUM BRANDS INC COM 988498101 57,319 504,966 SH   SOLE   504,966 0 0
ZENDESK INC COM 98936J101 48,209 650,856 SH   SOLE   650,856 0 0
ZIONS BANCORPORATION N A COM 989701107 45,344 890,837 SH   SOLE   890,837 0 0