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
ABCAM PLC ADS 000380204   312 12,736 SH   SOLE   12,736 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   53,182 172,344 SH   SOLE   172,344 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   36,304 301,901 SH   SOLE   301,901 0 0
AIRBNB INC COM CL A 009066101   57,306 447,148 SH   SOLE   447,148 0 0
ALPHABET INC CAP STK CL A 02079K305   86,352 721,402 SH   SOLE   721,402 0 0
ALPHABET INC CAP STK CL C 02079K107   85,217 704,448 SH   SOLE   704,448 0 0
ALTERYX INC COM CL A 02156B103   38,966 858,285 SH   SOLE   858,285 0 0
AMDOCS LTD SHS G02602103   19,354 195,793 SH   SOLE   195,793 0 0
AMEREN CORP COM 023608102   14,349 175,692 SH   SOLE   175,692 0 0
AMERICAN ELEC PWR CO INC COM 025537101   31,909 378,965 SH   SOLE   378,965 0 0
AMERISOURCEBERGEN CORP COM 03073E105   38,082 197,900 SH   SOLE   197,900 0 0
AMETEK INC COM 031100100   35,128 217,000 SH   SOLE   217,000 0 0
AMPHENOL CORP NEW CL A 032095101   57,453 676,313 SH   SOLE   676,313 0 0
ANALOG DEVICES INC COM 032654105   36,443 187,071 SH   SOLE   187,071 0 0
ANSYS INC COM 03662Q105   36,196 109,594 SH   SOLE   109,594 0 0
AON PLC SHS CL A G0403H108   39,066 113,169 SH   SOLE   113,169 0 0
APA CORPORATION COM 03743Q108   16,168 473,173 SH   SOLE   473,173 0 0
APPLE INC COM 037833100   119,105 614,040 SH   SOLE   614,040 0 0
APPLIED MATLS INC COM 038222105   38,000 262,900 SH   SOLE   262,900 0 0
AUTOZONE INC COM 053332102   18,638 7,475 SH   SOLE   7,475 0 0
BIO RAD LABS INC CL A 090572207   35,008 92,340 SH   SOLE   92,340 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   33,154 526,177 SH   SOLE   526,177 0 0
BLOCK INC CL A 852234103   33,744 506,898 SH   SOLE   506,898 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   19,831 84,562 SH   SOLE   84,562 0 0
CHENIERE ENERGY INC COM NEW 16411R208   32,590 213,901 SH   SOLE   213,901 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   19,099 8,929 SH   SOLE   8,929 0 0
COCA COLA CO COM 191216100   54,448 904,146 SH   SOLE   904,146 0 0
CONOCOPHILLIPS COM 20825C104   16,885 162,968 SH   SOLE   162,968 0 0
COPART INC COM 217204106   18,333 201,000 SH   SOLE   201,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   55,481 103,051 SH   SOLE   103,051 0 0
CULLEN FROST BANKERS INC COM 229899109   31,326 291,321 SH   SOLE   291,321 0 0
DARDEN RESTAURANTS INC COM 237194105   18,250 109,229 SH   SOLE   109,229 0 0
DEERE & CO COM 244199105   20,626 50,904 SH   SOLE   50,904 0 0
DEVON ENERGY CORP NEW COM 25179M103   30,806 637,286 SH   SOLE   637,286 0 0
DEXCOM INC COM 252131107   19,423 151,137 SH   SOLE   151,137 0 0
EAST WEST BANCORP INC COM 27579R104   33,282 630,465 SH   SOLE   630,465 0 0
ELEVANCE HEALTH INC COM 036752103   36,079 81,206 SH   SOLE   81,206 0 0
LILLY ELI & CO COM 532457108   36,638 78,123 SH   SOLE   78,123 0 0
ENPHASE ENERGY INC COM 29355A107   32,514 194,139 SH   SOLE   194,139 0 0
EOG RES INC COM 26875P101   16,742 146,298 SH   SOLE   146,298 0 0
EXACT SCIENCES CORP COM 30063P105   18,414 196,100 SH   SOLE   196,100 0 0
FASTENAL CO COM 311900104   38,393 650,841 SH   SOLE   650,841 0 0
FIRST FINL BANKSHARES INC COM 32020R109   31,468 1,104,526 SH   SOLE   1,104,526 0 0
FREEPORT-MCMORAN INC CL B 35671D857   16,521 413,023 SH   SOLE   413,023 0 0
GILEAD SCIENCES INC COM 375558103   16,987 220,409 SH   SOLE   220,409 0 0
HCA HEALTHCARE INC COM 40412C101   18,543 61,100 SH   SOLE   61,100 0 0
HENRY SCHEIN INC COM 806407102   36,037 444,353 SH   SOLE   444,353 0 0
HESS CORP COM 42809H107   17,501 128,733 SH   SOLE   128,733 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   18,550 127,448 SH   SOLE   127,448 0 0
HUBSPOT INC COM 443573100   18,251 34,300 SH   SOLE   34,300 0 0
HUMANA INC COM 444859102   15,419 34,484 SH   SOLE   34,484 0 0
HYATT HOTELS CORP COM CL A 448579102   16,926 147,720 SH   SOLE   147,720 0 0
IDEXX LABS INC COM 45168D104   20,313 40,446 SH   SOLE   40,446 0 0
INTERPUBLIC GROUP COS INC COM 460690100   17,419 451,500 SH   SOLE   451,500 0 0
IPG PHOTONICS CORP COM 44980X109   19,531 143,800 SH   SOLE   143,800 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   18,771 112,097 SH   SOLE   112,097 0 0
KINDER MORGAN INC DEL COM 49456B101   32,351 1,878,692 SH   SOLE   1,878,692 0 0
KLA CORP COM NEW 482480100   37,403 77,117 SH   SOLE   77,117 0 0
LAM RESEARCH CORP COM 512807108   37,607 58,500 SH   SOLE   58,500 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   48,079 638,669 SH   SOLE   638,669 0 0
LINDE PLC SHS G54950103   56,100 147,213 SH   SOLE   147,213 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   54,616 599,452 SH   SOLE   599,452 0 0
LOCKHEED MARTIN CORP COM 539830109   8,621 18,726 SH   SOLE   18,726 0 0
LULULEMON ATHLETICA INC COM 550021109   19,441 51,364 SH   SOLE   51,364 0 0
MARATHON OIL CORP COM 565849106   16,153 701,711 SH   SOLE   701,711 0 0
MARSH & MCLENNAN COS INC COM 571748102   57,586 306,180 SH   SOLE   306,180 0 0
MASTERCARD INCORPORATED CL A 57636Q104   74,758 190,079 SH   SOLE   190,079 0 0
MCDONALDS CORP COM 580135101   57,148 191,507 SH   SOLE   191,507 0 0
MCKESSON CORP COM 58155Q103   20,998 49,139 SH   SOLE   49,139 0 0
MERCADOLIBRE INC COM 58733R102   18,963 16,008 SH   SOLE   16,008 0 0
MERCK & CO INC COM 58933Y105   54,203 469,741 SH   SOLE   469,741 0 0
META PLATFORMS INC CL A 30303M102   74,319 258,968 SH   SOLE   258,968 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   17,567 13,393 SH   SOLE   13,393 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   38,039 424,593 SH   SOLE   424,593 0 0
MICROSOFT CORP COM 594918104   113,230 332,500 SH   SOLE   332,500 0 0
MONDAY COM LTD SHS M7S64H106   18,830 109,976 SH   SOLE   109,976 0 0
MONDELEZ INTL INC CL A 609207105   54,663 749,419 SH   SOLE   749,419 0 0
MSCI INC COM 55354G100   16,664 35,508 SH   SOLE   35,508 0 0
NETFLIX INC COM 64110L106   37,297 84,672 SH   SOLE   84,672 0 0
NVIDIA CORPORATION COM 67066G104   92,430 218,500 SH   SOLE   218,500 0 0
OCCIDENTAL PETE CORP COM 674599105   15,246 259,285 SH   SOLE   259,285 0 0
OMNICOM GROUP INC COM 681919106   16,886 177,468 SH   SOLE   177,468 0 0
ONE GAS INC COM 68235P108   18,095 235,577 SH   SOLE   235,577 0 0
PG&E CORP COM 69331C108   16,231 939,300 SH   SOLE   939,300 0 0
PAYCHEX INC COM 704326107   54,055 483,196 SH   SOLE   483,196 0 0
PAYLOCITY HLDG CORP COM 70438V106   34,249 185,600 SH   SOLE   185,600 0 0
PEPSICO INC COM 713448108   55,920 301,909 SH   SOLE   301,909 0 0
PINTEREST INC CL A 72352L106   20,107 735,453 SH   SOLE   735,453 0 0
QUANTA SVCS INC COM 74762E102   20,113 102,380 SH   SOLE   102,380 0 0
REGENERON PHARMACEUTICALS COM 75886F107   48,583 67,614 SH   SOLE   67,614 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   19,606 72,191 SH   SOLE   72,191 0 0
REPUBLIC SVCS INC COM 760759100   36,755 239,959 SH   SOLE   239,959 0 0
RESMED INC COM 761152107   37,031 169,478 SH   SOLE   169,478 0 0
ROLLINS INC COM 775711104   35,056 818,500 SH   SOLE   818,500 0 0
ROPER TECHNOLOGIES INC COM 776696106   55,824 116,106 SH   SOLE   116,106 0 0
ROSS STORES INC COM 778296103   20,993 187,216 SH   SOLE   187,216 0 0
SCHLUMBERGER LTD COM STK 806857108   18,170 369,907 SH   SOLE   369,907 0 0
SEA LTD SPONSORD ADS 81141R100   37,634 648,416 SH   SOLE   648,416 0 0
SERVICE CORP INTL COM 817565104   33,727 522,173 SH   SOLE   522,173 0 0
SERVICENOW INC COM 81762P102   36,247 64,500 SH   SOLE   64,500 0 0
STARBUCKS CORP COM 855244109   18,272 184,457 SH   SOLE   184,457 0 0
STRYKER CORPORATION COM 863667101   36,420 119,375 SH   SOLE   119,375 0 0
SYNOPSYS INC COM 871607107   18,842 43,275 SH   SOLE   43,275 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   49,939 95,714 SH   SOLE   95,714 0 0
TRACTOR SUPPLY CO COM 892356106   18,347 82,979 SH   SOLE   82,979 0 0
THE TRADE DESK INC COM CL A 88339J105   19,433 251,655 SH   SOLE   251,655 0 0
TRANSDIGM GROUP INC COM 893641100   18,643 20,849 SH   SOLE   20,849 0 0
UNITEDHEALTH GROUP INC COM 91324P102   70,900 147,512 SH   SOLE   147,512 0 0
VALERO ENERGY CORP COM 91913Y100   16,460 140,325 SH   SOLE   140,325 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   37,676 107,062 SH   SOLE   107,062 0 0
VISA INC COM CL A 92826C839   74,475 313,607 SH   SOLE   313,607 0 0
WASTE MGMT INC DEL COM 94106L109   57,663 332,506 SH   SOLE   332,506 0 0
WELLS FARGO CO NEW COM 949746101   36,159 847,209 SH   SOLE   847,209 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   36,870 96,400 SH   SOLE   96,400 0 0
WILLIAMS COS INC COM 969457100   34,448 1,055,716 SH   SOLE   1,055,716 0 0
WORKDAY INC CL A 98138H101   52,241 231,268 SH   SOLE   231,268 0 0
YUM BRANDS INC COM 988498101   56,363 406,808 SH   SOLE   406,808 0 0