0001658020-23-000011.txt : 20230811 0001658020-23-000011.hdr.sgml : 20230811 20230811062741 ACCESSION NUMBER: 0001658020-23-000011 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Railway Pension Investments Ltd CENTRAL INDEX KEY: 0001658020 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-17037 FILM NUMBER: 231161430 BUSINESS ADDRESS: STREET 1: 7TH FLOOR STREET 2: 100 LIVERPOOL STREET CITY: LONDON STATE: X0 ZIP: EC2M 2AT BUSINESS PHONE: 02073306807 MAIL ADDRESS: STREET 1: 7TH FLOOR STREET 2: 100 LIVERPOOL STREET CITY: LONDON STATE: X0 ZIP: EC2M 2AT 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001658020 XXXXXXXX 12-31-2022 12-31-2022 true 1 RESTATEMENT Railway Pension Investments Ltd

7TH FLOOR 100 LIVERPOOL STREET LONDON X0 EC2M 2AT

13F HOLDINGS REPORT 028-17037 N Ellen Watson-Hicks 02073306800 Tyndall Investment Management London X0 08-11-2023 0 223 9954587418 false INFORMATION TABLE 2 13flist2022q4.xml HP INC COM 40434L105 BBG000KHWT55 75323945 2803273 SH SOLE 0 0 2803273 PFIZER INC COM 717081103 BBG000BR2B91 138373210 2700492 SH SOLE 0 0 2700492 NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 218332435 2611632 SH SOLE 0 0 2611632 GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 209367975 2438765 SH SOLE 0 0 2438765 ALTRIA GROUP INC COM 02209S103 BBG000BP6LJ8 104899879 2294900 SH SOLE 0 0 2294900 CISCO SYS INC COM 17275R102 BBG000C3J3C9 99528345 2089176 SH SOLE 0 0 2089176 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 152531907 2047683 SH SOLE 0 0 2047683 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLV23 137392626 1909557 SH SOLE 0 0 1909557 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXP69 134602409 1804080 SH SOLE 0 0 1804080 CVS HEALTH CORP COM 126650100 BBG000BGRY34 159247359 1708846 SH SOLE 0 0 1708846 MERCK & CO INC COM 58933Y105 BBG000BPD168 179567028 1618450 SH SOLE 0 0 1618450 FARFETCH LTD ORD SH CL A 30744W107 BBG00LSD4456 7638926 1614995 SH SOLE 0 0 1614995 TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 242998141 1470755 SH SOLE 0 0 1470755 COMCAST CORP NEW CL A 20030N101 BBG000BFT2L4 49849735 1425500 SH SOLE 0 0 1425500 VISA INC COM CL A 92826C839 BBG000PSKYX7 291994007 1405439 SH SOLE 0 0 1405439 KROGER CO COM 501044101 BBG000BMY992 60776360 1363310 SH SOLE 0 0 1363310 APA CORPORATION COM 03743Q108 BBG00YTS96G2 60571968 1297600 SH SOLE 0 0 1297600 FASTENAL CO COM 311900104 BBG000BJ8YN7 59360811 1254455 SH SOLE 0 0 1254455 AMAZON COM INC COM 023135106 BBG000BVPV84 105025200 1250300 SH SOLE 0 0 1250300 PROCTER AND GAMBLE CO COM 742718109 BBG000BR2TH3 189292832 1248963 SH SOLE 0 0 1248963 SIRIUS XM HOLDINGS INC COM 82968B103 BBG000BT0093 7045376 1206400 SH SOLE 0 0 1206400 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 99463444 1127320 SH SOLE 0 0 1127320 JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 176744684 1000536 SH SOLE 0 0 1000536 APPLE INC COM 037833100 BBG000B9XRY4 129910770 999852 SH SOLE 0 0 999852 PEPSICO INC COM 713448108 BBG000DH7JK6 179320226 992584 SH SOLE 0 0 992584 ABBVIE INC COM 00287Y109 BBG0025Y4RY4 156184914 966431 SH SOLE 0 0 966431 COLGATE PALMOLIVE CO COM 194162103 BBG000BFQYY3 75921728 963596 SH SOLE 0 0 963596 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG000BBDV81 53997654 944180 SH SOLE 0 0 944180 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXV6 66111389 928270 SH SOLE 0 0 928270 FOX CORP CL A COM 35137L105 BBG00JHNJW99 27791587 915100 SH SOLE 0 0 915100 PHILIP MORRIS INTL INC COM 718172109 BBG000J2XL74 90623636 895402 SH SOLE 0 0 895402 WESTERN UN CO COM 959802109 BBG000BB5373 12032226 873800 SH SOLE 0 0 873800 GEN DIGITAL INC COM 668771108 BBG000BH2JM1 18386940 858000 SH SOLE 0 0 858000 ROBERT HALF INTL INC COM 770323103 BBG000BS5DR2 61970835 839372 SH SOLE 0 0 839372 GENERAL MLS INC COM 370334104 BBG000BKCFC2 69661742 830790 SH SOLE 0 0 830790 HOLOGIC INC COM 436440101 BBG000C3NTN5 61561149 822900 SH SOLE 0 0 822900 FORTINET INC COM 34959E109 BBG000BCMBG4 39630478 810605 SH SOLE 0 0 810605 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 198908140 745421 SH SOLE 0 0 745421 ROLLINS INC COM 775711104 BBG000BSBBP1 26915985 736617 SH SOLE 0 0 736617 DANAHER CORPORATION COM 235851102 BBG000BH3JF8 194844557 734099 SH SOLE 0 0 734099 LKQ CORP COM 501889208 BBG000PXDL44 36922333 691300 SH SOLE 0 0 691300 OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KV0 50251527 641700 SH SOLE 0 0 641700 LOWES COS INC COM 548661107 BBG000BNDN65 125571209 630251 SH SOLE 0 0 630251 ABBOTT LABS COM 002824100 BBG000B9ZXB4 68662666 625400 SH SOLE 0 0 625400 BATH & BODY WORKS INC COM 070830104 BBG000BNGTQ7 26013022 617300 SH SOLE 0 0 617300 META PLATFORMS INC CL A 30303M102 BBG000MM2P62 73445909 610320 SH SOLE 0 0 610320 CENTENE CORP DEL COM 15135B101 BBG000BDXCJ5 48869759 595900 SH SOLE 0 0 595900 MICROSOFT CORP COM 594918104 BBG000BPH459 138520032 577600 SH SOLE 0 0 577600 PULTE GROUP INC COM 745867101 BBG000BR54L0 25744438 565439 SH SOLE 0 0 565439 TENABLE HLDGS INC COM 88025T102 BBG00LBLCD02 21521636 564132 SH SOLE 0 0 564132 DATADOG INC CL A COM 23804L103 BBG003NJHZT9 41429084 563661 SH SOLE 0 0 563661 NETAPP INC COM 64110D104 BBG000FP1N32 33246994 553563 SH SOLE 0 0 553563 NUTANIX INC CL A 67059N108 BBG001NDW1Z7 13328248 511641 SH SOLE 0 0 511641 SEALED AIR CORP NEW COM 81211K100 BBG000C22QV7 25314100 507500 SH SOLE 0 0 507500 HOME DEPOT INC COM 437076102 BBG000BKZB36 157421150 498389 SH SOLE 0 0 498389 KELLOGG CO COM 487836108 BBG000BMKDM3 34363113 482357 SH SOLE 0 0 482357 WALMART INC COM 931142103 BBG000BWXBC2 65820761 464213 SH SOLE 0 0 464213 VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 BBG002NLDLV8 6285312 460800 SH SOLE 0 0 460800 ACTIVISION BLIZZARD INC COM 00507V109 BBG000CVWGS6 34431195 449787 SH SOLE 0 0 449787 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG000R2YFG7 46500948 444900 SH SOLE 0 0 444900 UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 225867284 426020 SH SOLE 0 0 426020 CBRE GROUP INC CL A 12504L109 BBG000C04224 32224999 418724 SH SOLE 0 0 418724 LILLY ELI & CO COM 532457108 BBG000BNBDC2 152347483 416432 SH SOLE 0 0 416432 S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 138598172 413800 SH SOLE 0 0 413800 MONDELEZ INTL INC CL A 609207105 BBG000D4LWF6 26942729 404242 SH SOLE 0 0 404242 DROPBOX INC CL A 26210C104 BBG0018SLDN0 8625252 385400 SH SOLE 0 0 385400 CHURCH & DWIGHT CO INC COM 171340102 BBG000BFJT36 30591414 379499 SH SOLE 0 0 379499 GUARDANT HEALTH INC COM 40131M109 BBG006D97VY9 10310922 379078 SH SOLE 0 0 379078 SERVICENOW INC COM 81762P102 BBG000M1R011 141563242 364600 SH SOLE 0 0 364600 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 198744021 360900 SH SOLE 0 0 360900 EXPEDITORS INTL WASH INC COM 302130109 BBG000BJ5GK2 37410888 359997 SH SOLE 0 0 359997 BLOCK INC CL A 852234103 BBG0018SLC07 22253089 354123 SH SOLE 0 0 354123 ELEVANCE HEALTH INC COM 036752103 BBG000BCG930 181189725 353217 SH SOLE 0 0 353217 NUCOR CORP COM 670346105 BBG000BQ8KV2 45283589 343552 SH SOLE 0 0 343552 DOLLAR GEN CORP NEW COM 256677105 BBG000NV1KK7 78114194 317215 SH SOLE 0 0 317215 HERSHEY CO COM 427866108 BBG000BLHRS2 69147497 298603 SH SOLE 0 0 298603 QUEST DIAGNOSTICS INC COM 74834L100 BBG000BN84F3 45402799 290225 SH SOLE 0 0 290225 DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 BBG000Q5T9W3 11003541 284992 SH SOLE 0 0 284992 SMUCKER J M CO COM NEW 832696405 BBG000BT1715 44669874 281900 SH SOLE 0 0 281900 COCA COLA CO COM 191216100 BBG000BMX289 17804439 279900 SH SOLE 0 0 279900 EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 30565233 277110 SH SOLE 0 0 277110 STEEL DYNAMICS INC COM 858119100 BBG000HGYNZ9 26939407 275736 SH SOLE 0 0 275736 ARCHER DANIELS MIDLAND CO COM 039483102 BBG000BB6WG8 25125210 270600 SH SOLE 0 0 270600 AMCOR PLC ORD G0250X107 BBG00LNJRQ09 3214509 269900 SH SOLE 0 0 269900 QUALCOMM INC COM 747525103 BBG000CGC1X8 29474914 268100 SH SOLE 0 0 268100 CAMPBELL SOUP CO COM 134429109 BBG000BG4202 14879850 262200 SH SOLE 0 0 262200 HENRY SCHEIN INC COM 806407102 BBG000BNMMJ3 20741041 259685 SH SOLE 0 0 259685 CADENCE DESIGN SYSTEM INC COM 127387108 BBG000C13CD9 41429056 257900 SH SOLE 0 0 257900 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG000BB5006 86387251 256700 SH SOLE 0 0 256700 BILL COM HLDGS INC COM 090043100 BBG00QVJV6V4 26426287 242532 SH SOLE 0 0 242532 WASTE MGMT INC DEL COM 94106L109 BBG000BWVSR1 37820003 241076 SH SOLE 0 0 241076 OKTA INC CL A 679295105 BBG001YV1SM4 16407810 240126 SH SOLE 0 0 240126 KEURIG DR PEPPER INC COM 49271V100 BBG000TJM7F0 8504910 238500 SH SOLE 0 0 238500 3M CO COM 88579Y101 BBG000BP52R2 28378468 236645 SH SOLE 0 0 236645 PAYCHEX INC COM 704326107 BBG000BQSQ38 27310642 236333 SH SOLE 0 0 236333 MOLINA HEALTHCARE INC COM 60855R100 BBG000MBHNC8 76791340 232546 SH SOLE 0 0 232546 COSTCO WHSL CORP NEW COM 22160K105 BBG000F6H8W8 105913478 232012 SH SOLE 0 0 232012 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG000BFC848 12138156 231600 SH SOLE 0 0 231600 UNITED PARCEL SERVICE INC CL B 911312106 BBG000L9CV04 40139656 230900 SH SOLE 0 0 230900 AMERISOURCEBERGEN CORP COM 03073E105 BBG000MDCQC2 37952396 229029 SH SOLE 0 0 229029 ALIGN TECHNOLOGY INC COM 016255101 BBG000BRNLL2 47524417 225341 SH SOLE 0 0 225341 DOORDASH INC CL A 25809K105 BBG005D7QCJ3 10842043 222082 SH SOLE 0 0 222082 REPUBLIC SVCS INC COM 760759100 BBG000BPXVJ6 27903246 216321 SH SOLE 0 0 216321 AMGEN INC COM 031162100 BBG000BBS2Y0 56154008 213806 SH SOLE 0 0 213806 EQUINIX INC COM 29444U700 BBG000MBDGM6 139435581 212869 SH SOLE 0 0 212869 SNAP ON INC COM 833034101 BBG000BT7JW9 48285421 211324 SH SOLE 0 0 211324 SOUTHERN CO COM 842587107 BBG000BT9DW0 14717601 206100 SH SOLE 0 0 206100 HCA HEALTHCARE INC COM 40412C101 BBG000QW7VC1 48703961 202967 SH SOLE 0 0 202967 TWILIO INC CL A 90138F102 BBG0029ZX840 9778634 199727 SH SOLE 0 0 199727 OWENS CORNING NEW COM 690742101 BBG000M44VW8 16769980 196600 SH SOLE 0 0 196600 GENUINE PARTS CO COM 372460105 BBG000BKL348 33886503 195300 SH SOLE 0 0 195300 TYSON FOODS INC CL A 902494103 BBG000DKCC19 12026700 193200 SH SOLE 0 0 193200 ORACLE CORP COM 68389X105 BBG000BQLTW7 15710428 192200 SH SOLE 0 0 192200 CF INDS HLDGS INC COM 125269100 BBG000BWJFZ4 16373566 192178 SH SOLE 0 0 192178 ETSY INC COM 29786A106 BBG000N7MXL8 22167685 185070 SH SOLE 0 0 185070 MASCO CORP COM 574599106 BBG000BNNKG9 8621396 184731 SH SOLE 0 0 184731 TARGET CORP COM 87612E106 BBG000H8TVT2 26633448 178700 SH SOLE 0 0 178700 CONSOLIDATED EDISON INC COM 209115104 BBG000BHLYS1 16907994 177400 SH SOLE 0 0 177400 HUMANA INC COM 444859102 BBG000BLKK03 89586129 174908 SH SOLE 0 0 174908 BIOGEN INC COM 09062X103 BBG000C17X76 48190172 174022 SH SOLE 0 0 174022 CMS ENERGY CORP COM 125896100 BBG000BFVXX0 10981422 173400 SH SOLE 0 0 173400 NEWS CORP NEW CL A 65249B109 BBG0035LY913 3146780 172900 SH SOLE 0 0 172900 MCKESSON CORP COM 58155Q103 BBG000DYGNW7 60665157 161722 SH SOLE 0 0 161722 SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMG5 8366424 160800 SH SOLE 0 0 160800 BROADCOM INC COM 11135F101 BBG00KHY5S69 89683893 160399 SH SOLE 0 0 160399 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG0547 37477134 156900 SH SOLE 0 0 156900 DAVITA INC COM 23918K108 BBG000MQ1SN9 11279352 151056 SH SOLE 0 0 151056 CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG000K82ZT8 18851962 149429 SH SOLE 0 0 149429 SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BBZY6 42091089 148590 SH SOLE 0 0 148590 SYNOPSYS INC COM 871607107 BBG000BSFRF3 46975541 147125 SH SOLE 0 0 147125 IDEXX LABS INC COM 45168D104 BBG000BLRT07 59602956 146100 SH SOLE 0 0 146100 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG000BTCH57 12937428 141300 SH SOLE 0 0 141300 DOCUSIGN INC COM 256163106 BBG000N7KJX8 7644967 137946 SH SOLE 0 0 137946 CORTEVA INC COM 22052L104 BBG00BN969C1 8058738 137100 SH SOLE 0 0 137100 ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXN8 1099250 135043 SH SOLE 0 0 135043 LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG000D9DMK0 31789800 135000 SH SOLE 0 0 135000 BEST BUY INC COM 086516101 BBG000BCWCG1 10579619 131899 SH SOLE 0 0 131899 REGENERON PHARMACEUTICALS COM 75886F107 BBG000C734W3 91124187 126300 SH SOLE 0 0 126300 COTERRA ENERGY INC COM 127097103 BBG000C3GN47 3100734 126200 SH SOLE 0 0 126200 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKS03 12959198 123081 SH SOLE 0 0 123081 KIMBERLY-CLARK CORP COM 494368103 BBG000BMW2Z0 16689105 122940 SH SOLE 0 0 122940 MARATHON OIL CORP COM 565849106 BBG000C8H633 3324196 122800 SH SOLE 0 0 122800 AIRBNB INC COM CL A 009066101 BBG001Y2XS07 10437584 122077 SH SOLE 0 0 122077 DOMINOS PIZZA INC COM 25754A201 BBG000P458P3 42194984 121810 SH SOLE 0 0 121810 OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGYWY6 98600429 116821 SH SOLE 0 0 116821 RPM INTL INC COM 749685103 BBG000DCNK80 11206750 115000 SH SOLE 0 0 115000 MCDONALDS CORP COM 580135101 BBG000BNSZP1 28619358 108600 SH SOLE 0 0 108600 LOCKHEED MARTIN CORP COM 539830109 BBG000C1BW00 51107234 105053 SH SOLE 0 0 105053 COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7771 3648638 103098 SH SOLE 0 0 103098 UNITY SOFTWARE INC COM 91332U101 BBG0056JW5G6 2902428 101519 SH SOLE 0 0 101519 BIO-TECHNE CORP COM 09073M104 BBG000C15114 8370880 101000 SH SOLE 0 0 101000 GARTNER INC COM 366651107 BBG000BB65D0 33539377 99778 SH SOLE 0 0 99778 SMITH A O CORP COM 831865209 BBG000BC1L02 5615244 98100 SH SOLE 0 0 98100 MARATHON PETE CORP COM 56585A102 BBG001DCCGR8 11219996 96400 SH SOLE 0 0 96400 APPLIED MATLS INC COM 038222105 BBG000BBPFB9 9325888 95768 SH SOLE 0 0 95768 KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN811 16166115 94500 SH SOLE 0 0 94500 GRAINGER W W INC COM 384802104 BBG000BKR1D6 52296400 94016 SH SOLE 0 0 94016 MICROCHIP TECHNOLOGY INC. COM 595017104 BBG000BHCP19 6491100 92400 SH SOLE 0 0 92400 WEC ENERGY GROUP INC COM 92939U106 BBG000BWP7D9 8635296 92100 SH SOLE 0 0 92100 PALO ALTO NETWORKS INC COM 697435105 BBG0014GJCT9 12391152 88800 SH SOLE 0 0 88800 HORIZON THERAPEUTICS PUB L SHS G46188101 BBG0014FFY08 10025780 88100 SH SOLE 0 0 88100 DEVON ENERGY CORP NEW COM 25179M103 BBG000BBVJZ8 5388276 87600 SH SOLE 0 0 87600 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG000C1S2X2 24661812 85400 SH SOLE 0 0 85400 BERKLEY W R CORP COM 084423102 BBG000BD1HP2 5854730 80677 SH SOLE 0 0 80677 ELECTRONIC ARTS INC COM 285512109 BBG000BP0KQ8 9236930 75601 SH SOLE 0 0 75601 OCCIDENTAL PETE CORP COM 674599105 BBG000BQQ2S6 4711652 74800 SH SOLE 0 0 74800 ZIPRECRUITER INC CL A 98980B103 BBG010JBYV98 1213011 73874 SH SOLE 0 0 73874 KLA CORP COM NEW 482480100 BBG000BMTFR4 27161618 72041 SH SOLE 0 0 72041 PHILLIPS 66 COM 718546104 BBG00286S4N9 7358456 70700 SH SOLE 0 0 70700 EXTRA SPACE STORAGE INC COM 30225T102 BBG000PV27K3 9934650 67500 SH SOLE 0 0 67500 CLOROX CO DEL COM 189054109 BBG000BFS7D3 9094647 64809 SH SOLE 0 0 64809 XCEL ENERGY INC COM 98389B100 BBG000BCTQ65 4536117 64700 SH SOLE 0 0 64700 HENRY JACK & ASSOC INC COM 426281101 BBG000BMH2Q7 10903505 62107 SH SOLE 0 0 62107 SYSCO CORP COM 871829107 BBG000BTVJ25 4564065 59700 SH SOLE 0 0 59700 ULTA BEAUTY INC COM 90384S303 BBG00FWQ4VD6 26736990 57000 SH SOLE 0 0 57000 TERADYNE INC COM 880770102 BBG000BV4DR6 4926540 56400 SH SOLE 0 0 56400 AGILENT TECHNOLOGIES INC COM 00846U101 BBG000C2V3D6 8213391 54884 SH SOLE 0 0 54884 IRON MTN INC DEL COM 46284V101 BBG000KCZPC3 2557305 51300 SH SOLE 0 0 51300 WASTE CONNECTIONS INC COM 94106B101 BBG000FLHZZ2 6455672 48700 SH SOLE 0 0 48700 CIGNA CORP NEW COM 125523100 BBG00KXRCDP0 15970588 48200 SH SOLE 0 0 48200 ILLINOIS TOOL WKS INC COM 452308109 BBG000BMBL90 10147679 46063 SH SOLE 0 0 46063 CARDINAL HEALTH INC COM 14149Y108 BBG000D898T9 3489898 45400 SH SOLE 0 0 45400 PACKAGING CORP AMER COM 695156109 BBG000BB8SW7 5628040 44000 SH SOLE 0 0 44000 MODERNA INC COM 60770K107 BBG003PHHZT1 7885318 43900 SH SOLE 0 0 43900 EVERSOURCE ENERGY COM 30040W108 BBG000BQ87N0 3638656 43400 SH SOLE 0 0 43400 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG000G9CGL0 6786606 42600 SH SOLE 0 0 42600 PACCAR INC COM 693718108 BBG000BQVTF5 4216122 42600 SH SOLE 0 0 42600 VALERO ENERGY CORP COM 91913Y100 BBG000BBGGQ1 5391550 42500 SH SOLE 0 0 42500 AMPHENOL CORP NEW CL A 032095101 BBG000B9YJ35 3190266 41900 SH SOLE 0 0 41900 ON SEMICONDUCTOR CORP COM 682189105 BBG000DV7MX4 2575881 41300 SH SOLE 0 0 41300 KRAFT HEINZ CO COM 500754106 BBG005CPNTQ2 1575477 38700 SH SOLE 0 0 38700 FAIR ISAAC CORP COM 303250104 BBG000DW76Y6 22207318 37100 SH SOLE 0 0 37100 AUTOZONE INC COM 053332102 BBG000C7LMS8 88849067 36027 SH SOLE 0 0 36027 IDEX CORP COM 45167R104 BBG000C1HN22 7708649 33761 SH SOLE 0 0 33761 RESMED INC COM 761152107 BBG000L4M7F1 6889103 33100 SH SOLE 0 0 33100 LULULEMON ATHLETICA INC COM 550021109 BBG000R8ZVD1 10124008 31600 SH SOLE 0 0 31600 TRACTOR SUPPLY CO COM 892356106 BBG000BLXZN1 7109052 31600 SH SOLE 0 0 31600 FLYWIRE CORPORATION COM VTG 302492103 BBG002030NC4 752330 30745 SH SOLE 0 0 30745 CINTAS CORP COM 172908105 BBG000H3YXF8 13807830 30574 SH SOLE 0 0 30574 RAYMOND JAMES FINL INC COM 754730109 BBG000BS73J1 3237555 30300 SH SOLE 0 0 30300 METTLER TOLEDO INTERNATIONAL COM 592688105 BBG000BZCKH3 43297009 29954 SH SOLE 0 0 29954 MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG000BP8Z50 7293193 28300 SH SOLE 0 0 28300 PUBLIC STORAGE COM 74460D109 BBG000BPPN67 7929377 28300 SH SOLE 0 0 28300 AMETEK INC COM 031100100 BBG000B9XG87 3642780 26072 SH SOLE 0 0 26072 FIRSTENERGY CORP COM 337932107 BBG000BB6M98 1069470 25500 SH SOLE 0 0 25500 CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HYS8 915750 22200 SH SOLE 0 0 22200 CONAGRA BRANDS INC COM 205887102 BBG000BDXGP9 839790 21700 SH SOLE 0 0 21700 CARLISLE COS INC COM 142339100 BBG000BGGBT8 4901520 20800 SH SOLE 0 0 20800 NXP SEMICONDUCTORS N V COM N6596X109 BBG000BND699 3208009 20300 SH SOLE 0 0 20300 SAMSARA INC COM CL A 79589L106 BBG0099PW5P1 231173 18598 SH SOLE 0 0 18598 HORMEL FOODS CORP COM 440452100 BBG000BLF8D2 774350 17000 SH SOLE 0 0 17000 NORDSON CORP COM 655663102 BBG000BPWGR1 3898608 16400 SH SOLE 0 0 16400 NERDWALLET INC COM CL A 64082B102 BBG0087DN233 151296 15760 SH SOLE 0 0 15760 HUNT J B TRANS SVCS INC COM 445658107 BBG000BMDBZ1 2423604 13900 SH SOLE 0 0 13900 OLD DOMINION FREIGHT LINE IN COM 679580100 BBG000CHSS88 3944542 13900 SH SOLE 0 0 13900 UNITED RENTALS INC COM 911363109 BBG000BXMFC3 4940338 13900 SH SOLE 0 0 13900 GLOBE LIFE INC COM 37959E102 BBG000BVD6X4 1627425 13500 SH SOLE 0 0 13500 HUBBELL INC COM 443510607 BBG000BLK267 2393736 10200 SH SOLE 0 0 10200 TRAVELERS COMPANIES INC COM 89417E109 BBG000BJ81C1 1787530 9534 SH SOLE 0 0 9534 ARISTA NETWORKS INC COM 040413106 BBG000N2HDY5 1152825 9500 SH SOLE 0 0 9500 NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2C28 4637685 8500 SH SOLE 0 0 8500 SNOWFLAKE INC CL A 833445109 BBG007DHGNJ4 1122483 7820 SH SOLE 0 0 7820 NVR INC COM 62944T105 BBG000BQBYR3 14271323 3094 SH SOLE 0 0 3094