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
ABBOTT LABS COM 002824100   97,086 884,291 SH   SOLE   884,291 0 0
ABCAM PLC ADS 000380204   271 17,436 SH   SOLE   17,436 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   66,846 250,510 SH   SOLE   250,510 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   25,977 176,678 SH   SOLE   176,678 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   71,209 475,836 SH   SOLE   475,836 0 0
AIRBNB INC COM CL A 009066101   43,805 512,341 SH   SOLE   512,341 0 0
ALPHABET INC CAP STK CL A 02079K305   137,996 1,564,053 SH   SOLE   1,564,053 0 0
ALTERYX INC COM CL A 02156B103   11,568 228,291 SH   SOLE   228,291 0 0
AMDOCS LTD SHS G02602103   38,450 422,993 SH   SOLE   422,993 0 0
AMEREN CORP COM 023608102   20,982 235,962 SH   SOLE   235,962 0 0
AMERICAN ELEC PWR CO INC COM 025537101   43,574 458,916 SH   SOLE   458,916 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   22,941 150,514 SH   SOLE   150,514 0 0
AMERISOURCEBERGEN CORP COM 03073E105   50,091 302,283 SH   SOLE   302,283 0 0
AMPHENOL CORP NEW CL A 032095101   69,794 916,654 SH   SOLE   916,654 0 0
ANALOG DEVICES INC COM 032654105   43,340 264,220 SH   SOLE   264,220 0 0
ANSYS INC COM 03662Q105   43,949 181,917 SH   SOLE   181,917 0 0
AON PLC SHS CL A G0403H108   55,061 183,451 SH   SOLE   183,451 0 0
APA CORPORATION COM 03743Q108   24,615 527,306 SH   SOLE   527,306 0 0
APPLE INC COM 037833100   130,994 1,008,191 SH   SOLE   1,008,191 0 0
ATMOS ENERGY CORP COM 049560105   25,111 224,069 SH   SOLE   224,069 0 0
AUTODESK INC COM 052769106   19,543 104,582 SH   SOLE   104,582 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   67,823 283,946 SH   SOLE   283,946 0 0
AUTOZONE INC COM 053332102   25,256 10,241 SH   SOLE   10,241 0 0
BIO RAD LABS INC CL A 090572207   47,998 114,147 SH   SOLE   114,147 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   39,079 590,676 SH   SOLE   590,676 0 0
BLOCK INC CL A 852234103   40,812 649,451 SH   SOLE   649,451 0 0
BOX INC CL A 10316T104   40,887 1,313,442 SH   SOLE   1,313,442 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   46,692 290,662 SH   SOLE   290,662 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   40,949 324,581 SH   SOLE   324,581 0 0
CHENIERE ENERGY INC COM NEW 16411R208   40,105 267,438 SH   SOLE   267,438 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   39,538 28,496 SH   SOLE   28,496 0 0
COCA COLA CO COM 191216100   97,536 1,533,346 SH   SOLE   1,533,346 0 0
CONOCOPHILLIPS COM 20825C104   48,523 411,214 SH   SOLE   411,214 0 0
COSTCO WHSL CORP NEW COM 22160K105   45,755 100,230 SH   SOLE   100,230 0 0
COUPANG INC CL A 22266T109   9,505 646,143 SH   SOLE   646,143 0 0
CSX CORP COM 126408103   70,924 2,289,364 SH   SOLE   2,289,364 0 0
CULLEN FROST BANKERS INC COM 229899109   40,113 300,026 SH   SOLE   300,026 0 0
DANAHER CORPORATION COM 235851102   62,922 237,067 SH   SOLE   237,067 0 0
DARDEN RESTAURANTS INC COM 237194105   26,480 191,429 SH   SOLE   191,429 0 0
DEERE & CO COM 244199105   25,664 59,857 SH   SOLE   59,857 0 0
DEVON ENERGY CORP NEW COM 25179M103   24,517 398,580 SH   SOLE   398,580 0 0
DEXCOM INC COM 252131107   23,324 205,967 SH   SOLE   205,967 0 0
DOLLAR TREE INC COM 256746108   23,448 165,779 SH   SOLE   165,779 0 0
EAST WEST BANCORP INC COM 27579R104   39,635 601,434 SH   SOLE   601,434 0 0
ELEVANCE HEALTH INC COM 036752103   24,580 47,917 SH   SOLE   47,917 0 0
LILLY ELI & CO COM 532457108   51,238 140,055 SH   SOLE   140,055 0 0
EOG RES INC COM 26875P101   44,534 343,839 SH   SOLE   343,839 0 0
FASTENAL CO COM 311900104   45,278 956,856 SH   SOLE   956,856 0 0
FIRST FINL BANKSHARES INC COM 32020R109   38,326 1,114,125 SH   SOLE   1,114,125 0 0
FREEPORT-MCMORAN INC CL B 35671D857   11,404 300,101 SH   SOLE   300,101 0 0
FRESHWORKS INC CLASS A COM 358054104   11,721 796,794 SH   SOLE   796,794 0 0
GENERAL DYNAMICS CORP COM 369550108   25,290 101,931 SH   SOLE   101,931 0 0
GILEAD SCIENCES INC COM 375558103   66,553 775,227 SH   SOLE   775,227 0 0
HENRY SCHEIN INC COM 806407102   48,693 609,655 SH   SOLE   609,655 0 0
HESS CORP COM 42809H107   34,312 241,944 SH   SOLE   241,944 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   21,520 170,306 SH   SOLE   170,306 0 0
HUMANA INC COM 444859102   23,359 45,607 SH   SOLE   45,607 0 0
HUNT J B TRANS SVCS INC COM 445658107   24,120 138,335 SH   SOLE   138,335 0 0
HYATT HOTELS CORP COM CL A 448579102   36,883 407,771 SH   SOLE   407,771 0 0
IDEXX LABS INC COM 45168D104   46,383 113,695 SH   SOLE   113,695 0 0
IQVIA HLDGS INC COM 46266C105   471 2,300 SH   SOLE   2,300 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   44,653 261,022 SH   SOLE   261,022 0 0
KINDER MORGAN INC DEL COM 49456B101   41,870 2,315,837 SH   SOLE   2,315,837 0 0
KLA CORP COM NEW 482480100   68,331 181,234 SH   SOLE   181,234 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   25,111 120,606 SH   SOLE   120,606 0 0
LINDE PLC SHS G5494J103   70,459 216,013 SH   SOLE   216,013 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   20,765 297,752 SH   SOLE   297,752 0 0
LOCKHEED MARTIN CORP COM 539830109   10,659 21,909 SH   SOLE   21,909 0 0
LULULEMON ATHLETICA INC COM 550021109   46,297 144,508 SH   SOLE   144,508 0 0
MARATHON OIL CORP COM 565849106   23,485 867,578 SH   SOLE   867,578 0 0
MARSH & MCLENNAN COS INC COM 571748102   74,544 450,469 SH   SOLE   450,469 0 0
MASTERCARD INCORPORATED CL A 57636Q104   96,130 276,449 SH   SOLE   276,449 0 0
MCDONALDS CORP COM 580135101   69,702 264,495 SH   SOLE   264,495 0 0
MCKESSON CORP COM 58155Q103   24,705 65,860 SH   SOLE   65,860 0 0
MERCADOLIBRE INC COM 58733R102   19,879 23,491 SH   SOLE   23,491 0 0
MERCK & CO INC COM 58933Y105   59,729 538,341 SH   SOLE   538,341 0 0
META PLATFORMS INC CL A 30303M102   99,839 829,639 SH   SOLE   829,639 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   24,206 16,746 SH   SOLE   16,746 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   44,903 639,193 SH   SOLE   639,193 0 0
MICROSOFT CORP COM 594918104   504 2,100 SH   SOLE   2,100 0 0
MONDAY COM LTD SHS M7S64H106   11,658 95,554 SH   SOLE   95,554 0 0
MONDELEZ INTL INC CL A 609207105   72,734 1,091,289 SH   SOLE   1,091,289 0 0
MOSAIC CO NEW COM 61945C103   12,164 277,264 SH   SOLE   277,264 0 0
MSCI INC COM 55354G100   23,374 50,249 SH   SOLE   50,249 0 0
NASDAQ INC COM 631103108   45,945 748,895 SH   SOLE   748,895 0 0
NETAPP INC COM 64110D104   40,948 681,781 SH   SOLE   681,781 0 0
NETFLIX INC COM 64110L106   91,478 310,220 SH   SOLE   310,220 0 0
NEXTERA ENERGY INC COM 65339F101   24,010 287,200 SH   SOLE   287,200 0 0
NORFOLK SOUTHN CORP COM 655844108   66,896 271,470 SH   SOLE   271,470 0 0
NORTHROP GRUMMAN CORP COM 666807102   10,842 19,872 SH   SOLE   19,872 0 0
NUCOR CORP COM 670346105   11,635 88,270 SH   SOLE   88,270 0 0
NXP SEMICONDUCTORS N V COM N6596X109   42,182 266,925 SH   SOLE   266,925 0 0
OCCIDENTAL PETE CORP COM 674599105   30,870 490,085 SH   SOLE   490,085 0 0
OMNICOM GROUP INC COM 681919106   69,505 852,093 SH   SOLE   852,093 0 0
ONE GAS INC COM 68235P108   20,648 272,687 SH   SOLE   272,687 0 0
PALO ALTO NETWORKS INC COM 697435105   419 3,000 SH   SOLE   3,000 0 0
PAYCHEX INC COM 704326107   46,845 405,370 SH   SOLE   405,370 0 0
PEPSICO INC COM 713448108   94,826 524,887 SH   SOLE   524,887 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   27,235 371,052 SH   SOLE   371,052 0 0
PINTEREST INC CL A 72352L106   21,375 880,368 SH   SOLE   880,368 0 0
PNC FINL SVCS GROUP INC COM 693475105   72,672 460,127 SH   SOLE   460,127 0 0
PROCTER AND GAMBLE CO COM 742718109   97,902 645,960 SH   SOLE   645,960 0 0
QUANTA SVCS INC COM 74762E102   24,742 173,631 SH   SOLE   173,631 0 0
REGENERON PHARMACEUTICALS COM 75886F107   66,473 92,133 SH   SOLE   92,133 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   12,035 59,448 SH   SOLE   59,448 0 0
REPUBLIC SVCS INC COM 760759100   44,610 345,843 SH   SOLE   345,843 0 0
RESMED INC COM 761152107   44,274 212,723 SH   SOLE   212,723 0 0
ROPER TECHNOLOGIES INC COM 776696106   48,063 111,233 SH   SOLE   111,233 0 0
ROSS STORES INC COM 778296103   48,568 418,433 SH   SOLE   418,433 0 0
S&P GLOBAL INC COM 78409V104   65,057 194,236 SH   SOLE   194,236 0 0
SCHLUMBERGER LTD COM STK 806857108   44,935 840,538 SH   SOLE   840,538 0 0
SEA LTD SPONSORD ADS 81141R100   34,320 659,626 SH   SOLE   659,626 0 0
SERVICE CORP INTL COM 817565104   41,344 597,975 SH   SOLE   597,975 0 0
STARBUCKS CORP COM 855244109   47,647 480,315 SH   SOLE   480,315 0 0
STRYKER CORPORATION COM 863667101   71,477 292,352 SH   SOLE   292,352 0 0
SYNOPSYS INC COM 871607107   24,412 76,456 SH   SOLE   76,456 0 0
SYSCO CORP COM 871829107   43,542 569,546 SH   SOLE   569,546 0 0
TESLA INC COM 88160R101   271 2,200 SH   SOLE   2,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   64,100 116,399 SH   SOLE   116,399 0 0
TRACTOR SUPPLY CO COM 892356106   24,450 108,683 SH   SOLE   108,683 0 0
THE TRADE DESK INC COM CL A 88339J105   22,069 492,274 SH   SOLE   492,274 0 0
UNION PAC CORP COM 907818108   70,551 340,712 SH   SOLE   340,712 0 0
UNITED PARCEL SERVICE INC CL B 911312106   42,927 246,936 SH   SOLE   246,936 0 0
UNITEDHEALTH GROUP INC COM 91324P102   95,511 180,148 SH   SOLE   180,148 0 0
VAIL RESORTS INC COM 91879Q109   44,777 187,862 SH   SOLE   187,862 0 0
VALERO ENERGY CORP COM 91913Y100   48,300 380,733 SH   SOLE   380,733 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   41,267 142,900 SH   SOLE   142,900 0 0
VISA INC COM CL A 92826C839   72,105 347,060 SH   SOLE   347,060 0 0
WASTE MGMT INC DEL COM 94106L109   67,537 430,500 SH   SOLE   430,500 0 0
WELLS FARGO CO NEW COM 949746101   53,537 1,296,609 SH   SOLE   1,296,609 0 0
WILLIAMS COS INC COM 969457100   40,362 1,226,811 SH   SOLE   1,226,811 0 0
WORKDAY INC CL A 98138H101   43,541 260,210 SH   SOLE   260,210 0 0
YUM BRANDS INC COM 988498101   72,574 566,634 SH   SOLE   566,634 0 0
ZIONS BANCORPORATION N A COM 989701107   39,573 804,979 SH   SOLE   804,979 0 0