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
MICROSOFT CORP COM 594918104 BBG000BPH459 258,911,088 615,400 SH   SOLE   0 0 615,400
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 220,451,239 636,021 SH   SOLE   0 0 636,021
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 208,372,090 429,120 SH   SOLE   0 0 429,120
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 204,589,677 1,503,783 SH   SOLE   0 0 1,503,783
SERVICENOW INC COM 81762P102 BBG000M1R011 203,332,080 266,700 SH   SOLE   0 0 266,700
MERCK & CO INC COM 58933Y105 BBG000BPD168 197,820,759 1,499,210 SH   SOLE   0 0 1,499,210
BROADCOM INC COM 11135F101 BBG00KHY5S69 180,174,910 135,939 SH   SOLE   0 0 135,939
AMAZON COM INC COM 023135106 BBG000BVPV84 178,702,466 990,700 SH   SOLE   0 0 990,700
ABBVIE INC COM 00287Y109 BBG0025Y4RY4 164,048,063 900,868 SH   SOLE   0 0 900,868
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXP69 162,029,625 1,695,580 SH   SOLE   0 0 1,695,580
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 161,245,550 379,000 SH   SOLE   0 0 379,000
VISA INC COM CL A 92826C839 BBG000PSKYX7 157,412,004 564,039 SH   SOLE   0 0 564,039
PROCTER AND GAMBLE CO COM 742718109 BBG000BR2TH3 155,137,446 956,163 SH   SOLE   0 0 956,163
EQUINIX INC COM 29444U700 BBG000MBDGM6 154,063,526 186,669 SH   SOLE   0 0 186,669
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 144,662,330 2,263,532 SH   SOLE   0 0 2,263,532
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 144,080,797 954,620 SH   SOLE   0 0 954,620
PALO ALTO NETWORKS INC COM 697435105 BBG0014GJCT9 142,023,233 499,853 SH   SOLE   0 0 499,853
ELI LILLY & CO COM 532457108 BBG000BNBDC2 135,483,290 174,152 SH   SOLE   0 0 174,152
WALMART INC COM 931142103 BBG000BWXBC2 133,772,291 2,223,239 SH   SOLE   0 0 2,223,239
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 131,352,744 265,520 SH   SOLE   0 0 265,520
TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 131,090,586 752,486 SH   SOLE   0 0 752,486
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 130,718,092 826,336 SH   SOLE   0 0 826,336
OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGYWY6 130,183,571 115,321 SH   SOLE   0 0 115,321
ELEVANCE HEALTH INC COM 036752103 BBG000BCG930 129,908,270 250,527 SH   SOLE   0 0 250,527
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 127,500,038 219,370 SH   SOLE   0 0 219,370
DANAHER CORPORATION COM 235851102 BBG000BH3JF8 122,936,906 492,299 SH   SOLE   0 0 492,299
ALIGN TECHNOLOGY INC COM 016255101 BBG000BRNLL2 120,628,979 367,861 SH   SOLE   0 0 367,861
PEPSICO INC COM 713448108 BBG000DH7JK6 119,371,521 682,084 SH   SOLE   0 0 682,084
IDEXX LABS INC COM 45168D104 BBG000BLRT07 115,723,197 214,330 SH   SOLE   0 0 214,330
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 114,560,437 1,563,965 SH   SOLE   0 0 1,563,965
AUTOZONE INC COM 053332102 BBG000C7LMS8 108,501,855 34,427 SH   SOLE   0 0 34,427
CISCO SYS INC COM 17275R102 BBG000C3J3C9 107,699,591 2,157,876 SH   SOLE   0 0 2,157,876
GRAINGER W W INC COM 384802104 BBG000BKR1D6 100,627,246 98,916 SH   SOLE   0 0 98,916
AMGEN INC COM 031162100 BBG000BBS2Y0 97,296,010 342,206 SH   SOLE   0 0 342,206
FASTENAL CO COM 311900104 BBG000BJ8YN7 95,156,433 1,233,555 SH   SOLE   0 0 1,233,555
APPLE INC COM 037833100 BBG000B9XRY4 93,396,925 544,652 SH   SOLE   0 0 544,652
MCKESSON CORP COM 58155Q103 BBG000DYGNW7 90,793,146 169,122 SH   SOLE   0 0 169,122
COLGATE PALMOLIVE CO COM 194162103 BBG000BFQYY3 89,986,605 999,296 SH   SOLE   0 0 999,296
ALTRIA GROUP INC COM 02209S103 BBG000BP6LJ8 89,617,290 2,054,500 SH   SOLE   0 0 2,054,500
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLV23 88,739,640 1,636,357 SH   SOLE   0 0 1,636,357
SYNOPSYS INC COM 871607107 BBG000BSFRF3 87,739,537 153,525 SH   SOLE   0 0 153,525
CADENCE DESIGN SYSTEM INC COM 127387108 BBG000C13CD9 85,602,000 275,000 SH   SOLE   0 0 275,000
COSTCO WHSL CORP NEW COM 22160K105 BBG000F6H8W8 81,645,752 111,442 SH   SOLE   0 0 111,442
MOLINA HEALTHCARE INC COM 60855R100 BBG000MBHNC8 80,951,176 197,043 SH   SOLE   0 0 197,043
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRNP7 77,137,905 417,300 SH   SOLE   0 0 417,300
HOME DEPOT INC COM 437076102 BBG000BKZB36 75,859,969 197,758 SH   SOLE   0 0 197,758
KROGER CO COM 501044101 BBG000BMY992 73,509,742 1,286,710 SH   SOLE   0 0 1,286,710
PHILIP MORRIS INTL INC COM 718172109 BBG000J2XL74 72,013,503 786,002 SH   SOLE   0 0 786,002
DATADOG INC CL A COM 23804L103 BBG003NJHZT9 69,668,500 563,661 SH   SOLE   0 0 563,661
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG000R2YFG7 68,846,472 463,800 SH   SOLE   0 0 463,800
ROBERT HALF INC. COM 770323103 BBG000BS5DR2 67,568,125 852,272 SH   SOLE   0 0 852,272
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKS03 66,368,542 207,020 SH   SOLE   0 0 207,020
KLA CORP COM NEW 482480100 BBG000BMTFR4 64,786,080 92,741 SH   SOLE   0 0 92,741
LOCKHEED MARTIN CORP COM 539830109 BBG000C1BW00 64,706,622 142,253 SH   SOLE   0 0 142,253
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 63,312,430 1,346,500 SH   SOLE   0 0 1,346,500
TECK RESOURCES LTD CL B 878742204 BBG000BSJTT0 61,143,768 1,335,600 SH   SOLE   0 0 1,335,600
CENCORA INC COM 03073E105 BBG000MDCQC2 60,900,341 250,629 SH   SOLE   0 0 250,629
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HSR0 60,238,080 373,500 SH   SOLE   0 0 373,500
SNAP ON INC COM 833034101 BBG000BT7JW9 58,362,449 197,024 SH   SOLE   0 0 197,024
GARTNER INC COM 366651107 BBG000BB65D0 58,000,252 121,678 SH   SOLE   0 0 121,678
LINDE PLC SHS G54950103 BBG01FND0CC1 55,718,400 120,000 SH   SOLE   0 0 120,000
NUCOR CORP COM 670346105 BBG000BQ8KV2 55,066,071 278,252 SH   SOLE   0 0 278,252
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KV0 54,588,573 549,900 SH   SOLE   0 0 549,900
NVR INC COM 62944T105 BBG000BQBYR3 54,140,132 6,684 SH   SOLE   0 0 6,684
EOG RES INC COM 26875P101 BBG000BZ9223 51,813,552 405,300 SH   SOLE   0 0 405,300
GENERAL MLS INC COM 370334104 BBG000BKCFC2 51,462,235 735,490 SH   SOLE   0 0 735,490
DOORDASH INC CL A 25809K105 BBG005D7QCJ3 51,192,177 371,712 SH   SOLE   0 0 371,712
BOOKING HOLDINGS INC COM 09857L108 BBG000BLBVN4 50,427,532 13,900 SH   SOLE   0 0 13,900
EXPEDITORS INTL WASH INC COM 302130109 BBG000BJ5GK2 49,891,963 410,397 SH   SOLE   0 0 410,397
HCA HEALTHCARE INC COM 40412C101 BBG000QW7VC1 49,484,846 148,367 SH   SOLE   0 0 148,367
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 48,746,173 236,368 SH   SOLE   0 0 236,368
FAIR ISAAC CORP COM 303250104 BBG000DW76Y6 48,609,829 38,900 SH   SOLE   0 0 38,900
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXN8 48,171,714 2,393,031 SH   SOLE   0 0 2,393,031
EQT CORP COM 26884L109 BBG000BHZ5J9 48,050,134 1,296,200 SH   SOLE   0 0 1,296,200
CAMECO CORP COM 13321L108 BBG000DSZTN6 47,535,036 1,097,300 SH   SOLE   0 0 1,097,300
HP INC COM 40434L105 BBG000KHWT55 47,318,929 1,565,815 SH   SOLE   0 0 1,565,815
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG000BBDV81 46,735,567 637,680 SH   SOLE   0 0 637,680
PULTE GROUP INC COM 745867101 BBG000BR54L0 45,152,770 374,339 SH   SOLE   0 0 374,339
HERSHEY CO COM 427866108 BBG000BLHRS2 44,085,953 226,663 SH   SOLE   0 0 226,663
MARATHON PETE CORP COM 56585A102 BBG001DCCGR8 44,007,600 218,400 SH   SOLE   0 0 218,400
CVS HEALTH CORP COM 126650100 BBG000BGRY34 43,448,941 544,746 SH   SOLE   0 0 544,746
MONDELEZ INTL INC CL A 609207105 BBG000D4LWF6 41,764,940 596,642 SH   SOLE   0 0 596,642
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG000C1S2X2 41,675,597 99,700 SH   SOLE   0 0 99,700
FORTINET INC COM 34959E109 BBG000BCMBG4 41,430,357 606,505 SH   SOLE   0 0 606,505
CATERPILLAR INC COM 149123101 BBG000BF0K17 40,673,730 111,000 SH   SOLE   0 0 111,000
CINTAS CORP COM 172908105 BBG000H3YXF8 40,516,907 58,974 SH   SOLE   0 0 58,974
CHURCH & DWIGHT CO INC COM 171340102 BBG000BFJT36 39,585,541 379,499 SH   SOLE   0 0 379,499
WASTE MGMT INC DEL COM 94106L109 BBG000BWVSR1 39,065,279 183,276 SH   SOLE   0 0 183,276
ROLLINS INC COM 775711104 BBG000BSBBP1 38,775,047 838,017 SH   SOLE   0 0 838,017
STEEL DYNAMICS INC COM 858119100 BBG000HGYNZ9 38,648,897 260,736 SH   SOLE   0 0 260,736
REPUBLIC SVCS INC COM 760759100 BBG000BPXVJ6 37,813,420 197,521 SH   SOLE   0 0 197,521
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG000BP8Z50 37,698,876 106,200 SH   SOLE   0 0 106,200
MCDONALDS CORP COM 580135101 BBG000BNSZP1 37,104,620 131,600 SH   SOLE   0 0 131,600
NETAPP INC COM 64110D104 BBG000FP1N32 36,998,041 352,463 SH   SOLE   0 0 352,463
TJX COS INC NEW COM 872540109 BBG000BV8DN6 36,369,212 358,600 SH   SOLE   0 0 358,600
OWENS CORNING NEW COM 690742101 BBG000M44VW8 35,695,200 214,000 SH   SOLE   0 0 214,000
LOWES COS INC COM 548661107 BBG000BNDN65 35,326,721 138,683 SH   SOLE   0 0 138,683
COMCAST CORP NEW CL A 20030N101 BBG000BFT2L4 34,272,510 790,600 SH   SOLE   0 0 790,600
LAUDER ESTEE COS INC CL A 518439104 BBG000FKJRC5 33,650,945 218,300 SH   SOLE   0 0 218,300
KIMBERLY-CLARK CORP COM 494368103 BBG000BMW2Z0 33,092,904 255,840 SH   SOLE   0 0 255,840
SMUCKER J M CO COM NEW 832696405 BBG000BT1715 33,078,636 262,800 SH   SOLE   0 0 262,800
NUTANIX INC CL A 67059N108 BBG001NDW1Z7 31,578,483 511,641 SH   SOLE   0 0 511,641
CHECK POINT SOFTWARE TECH LT ORD M22465104 BBG000K82ZT8 30,658,225 186,929 SH   SOLE   0 0 186,929
HUMANA INC COM 444859102 BBG000BLKK03 30,548,806 88,108 SH   SOLE   0 0 88,108
BLOCK INC CL A 852234103 BBG0018SLC07 29,951,723 354,123 SH   SOLE   0 0 354,123
LKQ CORP COM 501889208 BBG000PXDL44 29,760,052 557,200 SH   SOLE   0 0 557,200
LULULEMON ATHLETICA INC COM 550021109 BBG000R8ZVD1 29,611,270 75,800 SH   SOLE   0 0 75,800
FOX CORP CL A COM 35137L105 BBG00JHNJW99 29,174,910 933,000 SH   SOLE   0 0 933,000
VERALTO CORP COM SHS 92338C103 BBG019Q32XJ9 28,468,637 321,099 SH   SOLE   0 0 321,099
EATON CORP PLC SHS G29183103 BBG000BJ3PD2 28,141,200 90,000 SH   SOLE   0 0 90,000
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG000JG0547 28,070,776 112,400 SH   SOLE   0 0 112,400
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS77T5 28,067,044 668,900 SH   SOLE   0 0 668,900
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4VD6 27,608,064 52,800 SH   SOLE   0 0 52,800
BIOGEN INC COM 09062X103 BBG000C17X76 27,540,695 127,722 SH   SOLE   0 0 127,722
REGENERON PHARMACEUTICALS COM 75886F107 BBG000C734W3 27,045,969 28,100 SH   SOLE   0 0 28,100
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD3K9 26,068,750 125,000 SH   SOLE   0 0 125,000
ORACLE CORP COM 68389X105 BBG000BQLTW7 25,360,659 201,900 SH   SOLE   0 0 201,900
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LW92 25,176,924 367,600 SH   SOLE   0 0 367,600
3M CO COM 88579Y101 BBG000BP52R2 25,100,935 236,645 SH   SOLE   0 0 236,645
BILL HOLDINGS INC COM 090043100 BBG00QVJV6V4 25,017,241 364,046 SH   SOLE   0 0 364,046
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG000BLNNH6 24,328,304 127,400 SH   SOLE   0 0 127,400
CENTENE CORP DEL COM 15135B101 BBG000BDXCJ5 24,187,536 308,200 SH   SOLE   0 0 308,200
JPMORGAN CHASE & CO COM 46625H100 BBG000DMBXR2 24,136,150 120,500 SH   SOLE   0 0 120,500
NASDAQ INC COM 631103108 BBG000F5VVB6 23,990,620 380,200 SH   SOLE   0 0 380,200
QUEST DIAGNOSTICS INC COM 74834L100 BBG000BN84F3 23,723,530 178,225 SH   SOLE   0 0 178,225
CARDINAL HEALTH INC COM 14149Y108 BBG000D898T9 23,241,630 207,700 SH   SOLE   0 0 207,700
PAYCHEX INC COM 704326107 BBG000BQSQ38 23,041,823 187,637 SH   SOLE   0 0 187,637
TENABLE HLDGS INC COM 88025T102 BBG00LBLCD02 22,230,253 449,732 SH   SOLE   0 0 449,732
PACCAR INC COM 693718108 BBG000BQVTF5 21,172,801 170,900 SH   SOLE   0 0 170,900
RELIANCE INC COM 759509102 BBG000CJ2181 20,652,324 61,800 SH   SOLE   0 0 61,800
HENRY SCHEIN INC COM 806407102 BBG000BNMMJ3 20,177,811 267,185 SH   SOLE   0 0 267,185
AIRBNB INC COM CL A 009066101 BBG001Y2XS07 20,137,822 122,077 SH   SOLE   0 0 122,077
ABBOTT LABS COM 002824100 BBG000B9ZXB4 19,913,232 175,200 SH   SOLE   0 0 175,200
DOMINOS PIZZA INC COM 25754A201 BBG000P458P3 19,477,696 39,200 SH   SOLE   0 0 39,200
APA CORPORATION COM 03743Q108 BBG00YTS96G2 19,366,254 563,300 SH   SOLE   0 0 563,300
LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG000D9DMK0 18,525,408 84,800 SH   SOLE   0 0 84,800
OKTA INC CL A 679295105 BBG001YV1SM4 18,454,550 176,396 SH   SOLE   0 0 176,396
DAVITA INC COM 23918K108 BBG000MQ1SN9 18,106,086 131,156 SH   SOLE   0 0 131,156
MASCO CORP COM 574599106 BBG000BNNKG9 17,569,021 222,731 SH   SOLE   0 0 222,731
SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMG5 16,317,098 303,800 SH   SOLE   0 0 303,800
ILLINOIS TOOL WKS INC COM 452308109 BBG000BMBL90 16,009,373 59,663 SH   SOLE   0 0 59,663
HUBBELL INC COM 443510607 BBG000BLK267 14,983,305 36,100 SH   SOLE   0 0 36,100
CAMPBELL SOUP CO COM 134429109 BBG000BG4202 14,721,840 331,200 SH   SOLE   0 0 331,200
CF INDS HLDGS INC COM 125269100 BBG000BWJFZ4 14,586,713 175,300 SH   SOLE   0 0 175,300
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BBZY6 14,046,232 197,890 SH   SOLE   0 0 197,890
BIO-TECHNE CORP COM 09073M104 BBG000C15114 13,388,178 190,200 SH   SOLE   0 0 190,200
LAM RESEARCH CORP COM 512807108 BBG000BNFLM9 13,019,038 13,400 SH   SOLE   0 0 13,400
HOLOGIC INC COM 436440101 BBG000C3NTN5 12,917,972 165,700 SH   SOLE   0 0 165,700
ELECTRONIC ARTS INC COM 285512109 BBG000BP0KQ8 12,749,720 96,101 SH   SOLE   0 0 96,101
ETSY INC COM 29786A106 BBG000N7MXL8 12,718,010 185,070 SH   SOLE   0 0 185,070
DECKERS OUTDOOR CORP COM 243537107 BBG000BKXYX5 12,330,506 13,100 SH   SOLE   0 0 13,100
TWILIO INC CL A 90138F102 BBG0029ZX840 12,213,306 199,727 SH   SOLE   0 0 199,727
ARISTA NETWORKS INC COM 040413106 BBG000N2HDY5 12,208,158 42,100 SH   SOLE   0 0 42,100
DROPBOX INC CL A 26210C104 BBG0018SLDN0 12,135,420 499,400 SH   SOLE   0 0 499,400
CHUBB LIMITED COM H1467J104 BBG000BR14K5 11,349,894 43,800 SH   SOLE   0 0 43,800
PARKER-HANNIFIN CORP COM 701094104 BBG000BR3KL6 11,338,116 20,400 SH   SOLE   0 0 20,400
TRANSDIGM GROUP INC COM 893641100 BBG000L8CBX4 11,330,720 9,200 SH   SOLE   0 0 9,200
WASTE CONNECTIONS INC COM 94106B101 BBG000FLHZZ2 11,163,449 64,900 SH   SOLE   0 0 64,900
STRYKER CORPORATION COM 863667101 BBG000DN7P92 10,592,952 29,600 SH   SOLE   0 0 29,600
CLOROX CO DEL COM 189054109 BBG000BFS7D3 10,382,236 67,809 SH   SOLE   0 0 67,809
PHILLIPS 66 COM 718546104 BBG00286S4N9 10,290,420 63,000 SH   SOLE   0 0 63,000
KELLANOVA COM 487836108 BBG000BMKDM3 9,679,547 168,957 SH   SOLE   0 0 168,957
AMETEK INC COM 031100100 BBG000B9XG87 9,194,749 50,272 SH   SOLE   0 0 50,272
D R HORTON INC COM 23331A109 BBG000DQTXY6 8,852,790 53,800 SH   SOLE   0 0 53,800
PACKAGING CORP AMER COM 695156109 BBG000BB8SW7 8,350,320 44,000 SH   SOLE   0 0 44,000
IDEX CORP COM 45167R104 BBG000C1HN22 8,238,359 33,761 SH   SOLE   0 0 33,761
DOCUSIGN INC COM 256163106 BBG000N7KJX8 8,214,684 137,946 SH   SOLE   0 0 137,946
GUARDANT HEALTH INC COM 40131M109 BBG006D97VY9 7,820,379 379,078 SH   SOLE   0 0 379,078
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 BBG002NLDLV8 7,626,240 460,800 SH   SOLE   0 0 460,800
AFLAC INC COM 001055102 BBG000BBBNC6 7,461,234 86,900 SH   SOLE   0 0 86,900
KRAFT HEINZ CO COM 500754106 BBG005CPNTQ2 7,018,380 190,200 SH   SOLE   0 0 190,200
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG000BHCP19 6,746,192 75,200 SH   SOLE   0 0 75,200
QUANTA SVCS INC COM 74762E102 BBG000BBL8V7 6,728,820 25,900 SH   SOLE   0 0 25,900
RPM INTL INC COM 749685103 BBG000DCNK80 6,411,405 53,900 SH   SOLE   0 0 53,900
AMPHENOL CORP NEW CL A 032095101 BBG000B9YJ35 6,390,390 55,400 SH   SOLE   0 0 55,400
QUALCOMM INC COM 747525103 BBG000CGC1X8 6,331,820 37,400 SH   SOLE   0 0 37,400
ROPER TECHNOLOGIES INC COM 776696106 BBG000F1ZSN5 5,944,904 10,600 SH   SOLE   0 0 10,600
AMERIPRISE FINL INC COM 03076C106 BBG000G3QLY3 5,612,032 12,800 SH   SOLE   0 0 12,800
LENNAR CORP CL A 526057104 BBG000BN5HF7 5,606,548 32,600 SH   SOLE   0 0 32,600
BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 5,592,370 22,600 SH   SOLE   0 0 22,600
HENRY JACK & ASSOC INC COM 426281101 BBG000BMH2Q7 5,299,981 30,507 SH   SOLE   0 0 30,507
VALERO ENERGY CORP COM 91913Y100 BBG000BBGGQ1 5,240,183 30,700 SH   SOLE   0 0 30,700
YUM BRANDS INC COM 988498101 BBG000BH3GZ2 5,185,510 37,400 SH   SOLE   0 0 37,400
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG000G9CGL0 5,129,892 42,600 SH   SOLE   0 0 42,600
NXP SEMICONDUCTORS N V COM N6596X109 BBG000BND699 5,029,731 20,300 SH   SOLE   0 0 20,300
ARCH CAP GROUP LTD ORD G0450A105 BBG000HXNN20 4,196,776 45,400 SH   SOLE   0 0 45,400
IRON MTN INC DEL COM 46284V101 BBG000KCZPC3 4,114,773 51,300 SH   SOLE   0 0 51,300
HARTFORD FINL SVCS GROUP INC COM 416515104 BBG000G0Z878 3,390,345 32,900 SH   SOLE   0 0 32,900
INGERSOLL RAND INC COM 45687V106 BBG002R1CW27 3,180,825 33,500 SH   SOLE   0 0 33,500
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1C0 2,928,432 49,400 SH   SOLE   0 0 49,400
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 2,836,500 24,400 SH   SOLE   0 0 24,400
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJGH9 2,833,002 41,400 SH   SOLE   0 0 41,400
ADOBE INC COM 00724F101 BBG000BB5006 2,573,460 5,100 SH   SOLE   0 0 5,100
DICKS SPORTING GOODS INC COM 253393102 BBG000F6ZWH2 2,540,918 11,300 SH   SOLE   0 0 11,300
HF SINCLAIR CORP COM 403949100 BBG0135B2214 2,372,541 39,300 SH   SOLE   0 0 39,300
GLOBE LIFE INC COM 37959E102 BBG000BVD6X4 2,234,304 19,200 SH   SOLE   0 0 19,200
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG000BV4XJ1 2,228,284 9,700 SH   SOLE   0 0 9,700
WILLIAMS COS INC COM 969457100 BBG000BWVCP8 2,155,041 55,300 SH   SOLE   0 0 55,300
COPART INC COM 217204106 BBG000BM9RH1 1,992,448 34,400 SH   SOLE   0 0 34,400
SMITH A O CORP COM 831865209 BBG000BC1L02 1,950,228 21,800 SH   SOLE   0 0 21,800
FERGUSON PLC NEW SHS G3421J106 BBG00P5M4V07 1,922,184 8,800 SH   SOLE   0 0 8,800
BANK NEW YORK MELLON CORP COM 064058100 BBG000BD8PN9 1,849,602 32,100 SH   SOLE   0 0 32,100
KEURIG DR PEPPER INC COM 49271V100 BBG000TJM7F0 1,769,659 57,700 SH   SOLE   0 0 57,700
NORDSON CORP COM 655663102 BBG000BPWGR1 1,757,056 6,400 SH   SOLE   0 0 6,400
VISTRA CORP COM 92840M102 BBG00DXDL6Q1 1,601,950 23,000 SH   SOLE   0 0 23,000
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ARROW ELECTRS INC COM 042735100 BBG000BCD3D5 1,527,628 11,800 SH   SOLE   0 0 11,800
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN811 1,501,248 9,600 SH   SOLE   0 0 9,600
GENUINE PARTS CO COM 372460105 BBG000BKL348 1,378,877 8,900 SH   SOLE   0 0 8,900
BERKLEY W R CORP COM 084423102 BBG000BD1HP2 1,353,132 15,300 SH   SOLE   0 0 15,300
OVINTIV INC COM 69047Q102 BBG00R2NHQ65 1,245,600 24,000 SH   SOLE   0 0 24,000
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG000QX74T1 1,162,708 400 SH   SOLE   0 0 400
CARLISLE COS INC COM 142339100 BBG000BGGBT8 1,136,365 2,900 SH   SOLE   0 0 2,900
EVEREST GROUP LTD COM G3223R108 BBG000C1XVK6 1,073,250 2,700 SH   SOLE   0 0 2,700
TARGA RES CORP COM 87612G101 BBG0015XMW40 1,052,706 9,400 SH   SOLE   0 0 9,400
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG000BTCH57 997,434 13,100 SH   SOLE   0 0 13,100
FIRSTENERGY CORP COM 337932107 BBG000BB6M98 984,810 25,500 SH   SOLE   0 0 25,500
SEI INVTS CO COM 784117103 BBG000BSQLT9 949,080 13,200 SH   SOLE   0 0 13,200
ROSS STORES INC COM 778296103 BBG000BSBZH7 777,828 5,300 SH   SOLE   0 0 5,300
CONAGRA BRANDS INC COM 205887102 BBG000BDXGP9 643,188 21,700 SH   SOLE   0 0 21,700