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
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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
AES CORP COM 00130H105   597,957 28,845 SH   SOLE 1 28,845 0 0
ABBOTT LABS COM 002824100   11,490,054 105,394 SH   SOLE 1 105,394 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   275,790 564 SH   SOLE 1 564 0 0
ALPHABET INC CAP STK CL C 02079K107   4,543,875 37,562 SH   SOLE 1 37,562 0 0
ALTRIA GROUP INC COM 02209S103   167,746 3,703 SH   SOLE 1 3,703 0 0
AMAZON COM INC COM 023135106   17,809,392 136,617 SH   SOLE 1 136,617 0 0
AMEREN CORP COM 023608102   596,844 7,308 SH   SOLE 1 7,308 0 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   405,512 18,739 SH   SOLE 1 18,739 0 0
AMERICAN ELEC PWR CO INC COM 025537101   599,083 7,115 SH   SOLE 1 7,115 0 0
ELEVANCE HEALTH INC COM 036752103   11,624,848 26,165 SH   SOLE 1 26,165 0 0
APPLE INC COM 037833100   1,143,453 5,895 SH   SOLE 1 5,895 0 0
APPLIED MATLS INC COM 038222105   8,337,356 57,682 SH   SOLE 1 57,682 0 0
ATMOS ENERGY CORP COM 049560105   672,096 5,777 SH   SOLE 1 5,777 0 0
BAIDU INC SPON ADR REP A 056752108   386,771 2,825 SH   SOLE 1 2,825 0 0
BAKER HUGHES COMPANY CL A 05722G100   327,290 10,354 SH   SOLE 1 10,354 0 0
BARRICK GOLD CORP COM 067901108   19,106,859 1,128,580 SH   SOLE 1 1,128,580 0 0
BOEING CO COM 097023105   10,678,995 50,573 SH   SOLE 1 50,573 0 0
BOOKING HOLDINGS INC COM 09857L108   3,964,084 1,468 SH   SOLE 1 1,468 0 0
BOOT BARN HLDGS INC COM 099406100   478,160 5,646 SH   SOLE 1 5,646 0 0
CME GROUP INC COM 12572Q105   211,045 1,139 SH   SOLE 1 1,139 0 0
CMS ENERGY CORP COM 125896100   624,924 10,637 SH   SOLE 1 10,637 0 0
CACI INTL INC CL A 127190304   299,258 878 SH   SOLE 1 878 0 0
CAMPBELL SOUP CO COM 134429109   161,219 3,527 SH   SOLE 1 3,527 0 0
CARDINAL HEALTH INC COM 14149Y108   313,121 3,311 SH   SOLE 1 3,311 0 0
CENTERPOINT ENERGY INC COM 15189T107   630,485 21,629 SH   SOLE 1 21,629 0 0
CHENIERE ENERGY INC COM NEW 16411R208   733,004 4,811 SH   SOLE 1 4,811 0 0
CHURCH & DWIGHT CO INC COM 171340102   258,293 2,577 SH   SOLE 1 2,577 0 0
COCA COLA CO COM 191216100   3,798,316 63,074 SH   SOLE 1 63,074 0 0
COLGATE PALMOLIVE CO COM 194162103   9,297,341 120,682 SH   SOLE 1 120,682 0 0
COMCAST CORP NEW CL A 20030N101   8,301,316 199,791 SH   SOLE 1 199,791 0 0
CONSOLIDATED EDISON INC COM 209115104   595,646 6,589 SH   SOLE 1 6,589 0 0
QUIDELORTHO CORP COM 219798105   493,017 5,950 SH   SOLE 1 5,950 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   15,878,997 108,116 SH   SOLE 1 108,116 0 0
DTE ENERGY CO COM 233331107   639,986 5,817 SH   SOLE 1 5,817 0 0
DELL TECHNOLOGIES INC CL C 24703L202   471,623 8,716 SH   SOLE 1 8,716 0 0
DEXCOM INC COM 252131107   593,845 4,621 SH   SOLE 1 4,621 0 0
DOMINION ENERGY INC COM 25746U109   602,059 11,625 SH   SOLE 1 11,625 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   596,143 6,643 SH   SOLE 1 6,643 0 0
EAGLE MATLS INC COM 26969P108   525,704 2,820 SH   SOLE 1 2,820 0 0
EDISON INTL COM 281020107   617,202 8,887 SH   SOLE 1 8,887 0 0
ELECTRONIC ARTS INC COM 285512109   228,272 1,760 SH   SOLE 1 1,760 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   414,270 17,319 SH   SOLE 1 17,319 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   208,318 16,403 SH   SOLE 1 16,403 0 0
ENTERGY CORP NEW COM 29364G103   593,762 6,098 SH   SOLE 1 6,098 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   265,503 10,076 SH   SOLE 1 10,076 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   167,542 4,951 SH   SOLE 1 4,951 0 0
EURONET WORLDWIDE INC COM 298736109   445,654 3,797 SH   SOLE 1 3,797 0 0
EVERGY INC COM 30034W106   617,149 10,564 SH   SOLE 1 10,564 0 0
EVERSOURCE ENERGY COM 30040W108   601,189 8,477 SH   SOLE 1 8,477 0 0
EXELON CORP COM 30161N101   621,081 15,245 SH   SOLE 1 15,245 0 0
META PLATFORMS INC CL A 30303M102   8,037,736 28,008 SH   SOLE 1 28,008 0 0
FIRSTENERGY CORP COM 337932107   661,388 17,011 SH   SOLE 1 17,011 0 0
FORTINET INC COM 34959E109   12,028,712 159,131 SH   SOLE 1 159,131 0 0
GARTNER INC COM 366651107   9,534,738 27,218 SH   SOLE 1 27,218 0 0
GENERAC HLDGS INC COM 368736104   175,079 1,174 SH   SOLE 1 1,174 0 0
GENERAL MLS INC COM 370334104   171,118 2,231 SH   SOLE 1 2,231 0 0
GILEAD SCIENCES INC COM 375558103   31,984 415 SH   SOLE 1 415 0 0
HOLOGIC INC COM 436440101   813,829 10,051 SH   SOLE 1 10,051 0 0
HOWMET AEROSPACE INC COM 443201108   539,312 10,882 SH   SOLE 1 10,882 0 0
HUBSPOT INC COM 443573100   361,821 680 SH   SOLE 1 680 0 0
HUNT J B TRANS SVCS INC COM 445658107   438,998 2,425 SH   SOLE 1 2,425 0 0
INGERSOLL RAND INC COM 45687V106   508,501 7,780 SH   SOLE 1 7,780 0 0
JABIL INC COM 466313103   262,270 2,430 SH   SOLE 1 2,430 0 0
KBR INC COM 48242W106   582,547 8,954 SH   SOLE 1 8,954 0 0
KELLOGG CO COM 487836108   75,286 1,117 SH   SOLE 1 1,117 0 0
KINDER MORGAN INC DEL COM 49456B101   414,417 24,066 SH   SOLE 1 24,066 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   511,374 9,204 SH   SOLE 1 9,204 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   19,519,502 259,292 SH   SOLE 1 259,292 0 0
LILLY ELI & CO COM 532457108   311,403 664 SH   SOLE 1 664 0 0
MANHATTAN ASSOCIATES INC COM 562750109   409,954 2,051 SH   SOLE 1 2,051 0 0
MARATHON PETE CORP COM 56585A102   110,653 949 SH   SOLE 1 949 0 0
MARKETAXESS HLDGS INC COM 57060D108   158,159 605 SH   SOLE 1 605 0 0
MASTERCARD INCORPORATED CL A 57636Q104   268,231 682 SH   SOLE 1 682 0 0
MERCADOLIBRE INC COM 58733R102   157,552 133 SH   SOLE 1 133 0 0
MERCK & CO INC COM 58933Y105   3,882,989 33,651 SH   SOLE 1 33,651 0 0
MICROSOFT CORP COM 594918104   6,869,373 20,172 SH   SOLE 1 20,172 0 0
NRG ENERGY INC COM NEW 629377508   732,395 19,588 SH   SOLE 1 19,588 0 0
NETFLIX INC COM 64110L106   13,483,399 30,610 SH   SOLE 1 30,610 0 0
NEWMONT CORP COM 651639106   18,531,760 434,406 SH   SOLE 1 434,406 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   4,215,880 25,313 SH   SOLE 1 25,313 0 0
NEXTERA ENERGY INC COM 65339F101   635,078 8,559 SH   SOLE 1 8,559 0 0
NISOURCE INC COM 65473P105   636,817 23,284 SH   SOLE 1 23,284 0 0
NUCOR CORP COM 670346105   226,948 1,384 SH   SOLE 1 1,384 0 0
NVIDIA CORPORATION COM 67066G104   623,531 1,474 SH   SOLE 1 1,474 0 0
PG&E CORP COM 69331C108   654,152 37,856 SH   SOLE 1 37,856 0 0
PPL CORP COM 69351T106   605,855 22,897 SH   SOLE 1 22,897 0 0
PHILIP MORRIS INTL INC COM 718172109   33,930,467 347,577 SH   SOLE 1 347,577 0 0
PINNACLE WEST CAP CORP COM 723484101   681,494 8,366 SH   SOLE 1 8,366 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   140,915 9,994 SH   SOLE 1 9,994 0 0
POST HLDGS INC COM 737446104   81,018 935 SH   SOLE 1 935 0 0
PROLOGIS INC. COM 74340W103   293,331 2,392 SH   SOLE 1 2,392 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   646,699 10,329 SH   SOLE 1 10,329 0 0
REGENERON PHARMACEUTICALS COM 75886F107   388,012 540 SH   SOLE 1 540 0 0
ROSS STORES INC COM 778296103   373,617 3,332 SH   SOLE 1 3,332 0 0
SALESFORCE INC COM 79466L302   6,995,875 33,115 SH   SOLE 1 33,115 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107   421,912 3,751 SH   SOLE 1 3,751 0 0
SOUTHERN CO COM 842587107   621,080 8,841 SH   SOLE 1 8,841 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   247,456 2,452 SH   SOLE 1 2,452 0 0
TECK RESOURCES LTD CL B 878742204   136,194 3,235 SH   SOLE 1 3,235 0 0
TERADATA CORP DEL COM 88076W103   168,509 3,155 SH   SOLE 1 3,155 0 0
TOLL BROTHERS INC COM 889478103   122,400 1,548 SH   SOLE 1 1,548 0 0
TRANSDIGM GROUP INC COM 893641100   307,594 344 SH   SOLE 1 344 0 0
TREEHOUSE FOODS INC COM 89469A104   480,021 9,528 SH   SOLE 1 9,528 0 0
TRIP COM GROUP LTD ADS 89677Q107   213,185 6,091 SH   SOLE 1 6,091 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   398,685 2,527 SH   SOLE 1 2,527 0 0
VEEVA SYS INC CL A COM 922475108   246,767 1,248 SH   SOLE 1 1,248 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   7,871,875 22,369 SH   SOLE 1 22,369 0 0
WEC ENERGY GROUP INC COM 92939U106   598,532 6,783 SH   SOLE 1 6,783 0 0
WESTERN DIGITAL CORP. COM 958102105   136,927 3,610 SH   SOLE 1 3,610 0 0
WESTLAKE CORPORATION COM 960413102   81,479 682 SH   SOLE 1 682 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   21,450,810 197,758 SH   SOLE 1 197,758 0 0
XCEL ENERGY INC COM 98389B100   585,082 9,411 SH   SOLE 1 9,411 0 0
YUM CHINA HLDGS INC COM 98850P109   500,534 8,859 SH   SOLE 1 8,859 0 0
ZOETIS INC CL A 98978V103   9,155,717 53,166 SH   SOLE 1 53,166 0 0
CONSTELLIUM SE CL A SHS F21107101   523,654 30,445 SH   SOLE 1 30,445 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   290,158 4,493 SH   SOLE 1 4,493 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   234,427 1,891 SH   SOLE 1 1,891 0 0
MEDTRONIC PLC SHS G5960L103   8,757,757 99,407 SH   SOLE 1 99,407 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105   546,309 31,182 SH   SOLE 1 31,182 0 0
ON HLDG AG NAMEN AKT A H5919C104   136,026 4,122 SH   SOLE 1 4,122 0 0
INMODE LTD SHS M5425M103   667,781 17,879 SH   SOLE 1 17,879 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,002,690 11,042 SH   SOLE 1 11,042 0 0