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
AT&T INC COM 00206R102   9,053,246 514,389 SH   SOLE   514,389 0 0
ABBOTT LABS COM 002824100   18,091,717 159,174 SH   SOLE   159,174 0 0
ABBVIE INC COM 00287Y109   21,937,405 120,469 SH   SOLE   120,469 0 0
ADOBE INC COM 00724F101   12,806,243 25,379 SH   SOLE   25,379 0 0
ADVANCED MICRO DEVICES INC COM 007903107   15,253,390 84,511 SH   SOLE   84,511 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   3,599,644 20,899 SH   SOLE   0 20,899 0
AGILENT TECHNOLOGIES INC COM 00846U101   1,509,666 10,375 SH   SOLE   10,375 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   762,734 7,013 SH   SOLE   7,013 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,276,080 9,899 SH   SOLE   9,899 0 0
ALIGN TECHNOLOGY INC COM 016255101   990,646 3,021 SH   SOLE   3,021 0 0
ALLSTATE CORP COM 020002101   10,432,849 60,302 SH   SOLE   60,302 0 0
ALPHABET INC CAP STK CL C 02079K107   57,718,569 379,079 SH   SOLE   379,079 0 0
ALPHABET INC CAP STK CL A 02079K305   30,775,684 203,907 SH   SOLE   203,907 0 0
AMAZON COM INC COM 023135106   86,878,404 481,641 SH   SOLE   481,641 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   2,531,215 164,900 SH   SOLE   164,900 0 0
AMERICAN EXPRESS CO COM 025816109   15,492,028 68,040 SH   SOLE   68,040 0 0
AMERICAN TOWER CORP NEW COM 03027X100   908,124 4,596 SH   SOLE   4,596 0 0
CENCORA INC COM 03073E105   10,366,682 42,663 SH   SOLE   42,663 0 0
AMERIPRISE FINL INC COM 03076C106   2,465,348 5,623 SH   SOLE   5,623 0 0
AMETEK INC COM 031100100   969,004 5,298 SH   SOLE   5,298 0 0
AMGEN INC COM 031162100   17,078,818 60,069 SH   SOLE   60,069 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   930,924 47,279 SH   SOLE   47,279 0 0
ANSYS INC COM 03662Q105   895,673 2,580 SH   SOLE   2,580 0 0
ELEVANCE HEALTH INC COM 036752103   2,093,865 4,038 SH   SOLE   4,038 0 0
APPLE INC COM 037833100   131,648,283 767,718 SH   SOLE   767,718 0 0
APPLIED MATLS INC COM 038222105   13,661,706 66,245 SH   SOLE   44,153 22,092 0
ARCHER DANIELS MIDLAND CO COM 039483102   753,657 11,999 SH   SOLE   11,999 0 0
ARISTA NETWORKS INC COM 040413106   822,963 2,838 SH   SOLE   2,838 0 0
AUTODESK INC COM 052769106   1,882,837 7,230 SH   SOLE   7,230 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   15,363,755 61,519 SH   SOLE   61,519 0 0
AXON ENTERPRISE INC COM 05464C101   1,040,639 3,326 SH   SOLE   3,326 0 0
BAKER HUGHES COMPANY CL A 05722G100   15,761,348 470,488 SH   SOLE   470,488 0 0
BANK AMERICA CORP COM 060505104   7,207,985 190,084 SH   SOLE   190,084 0 0
BANK NEW YORK MELLON CORP COM 064058100   8,306,153 144,154 SH   SOLE   144,154 0 0
BAXTER INTL INC COM 071813109   359,016 8,400 SH   SOLE   8,400 0 0
BECTON DICKINSON & CO COM 075887109   2,114,213 8,544 SH   SOLE   8,544 0 0
BENTLEY SYS INC COM CL B 08265T208   875,990 16,775 SH   SOLE   16,775 0 0
BEST BUY INC COM 086516101   10,707,950 130,537 SH   SOLE   130,537 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   877,942 10,052 SH   SOLE   10,052 0 0
BLACKROCK INC COM 09247X101   6,553,716 7,861 SH   SOLE   7,861 0 0
BLACKSTONE INC COM 09260D107   928,655 7,069 SH   SOLE   7,069 0 0
BOOKING HOLDINGS INC COM 09857L108   5,020,986 1,384 SH   SOLE   1,384 0 0
BORGWARNER INC COM 099724106   5,311,503 152,893 SH   SOLE   152,893 0 0
BOSTON PROPERTIES INC COM 101121101   1,033,661 15,827 SH   SOLE   15,827 0 0
BOSTON SCIENTIFIC CORP COM 101137107   11,171,541 163,112 SH   SOLE   163,112 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,901,630 53,506 SH   SOLE   53,506 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   4,143,498 20,226 SH   SOLE   20,226 0 0
BROADCOM INC COM 11135F101   40,900,827 30,859 SH   SOLE   30,859 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,013,970 4,862 SH   SOLE   4,862 0 0
CBRE GROUP INC CL A 12504L109   1,054,957 10,849 SH   SOLE   10,849 0 0
CF INDS HLDGS INC COM 125269100   1,133,570 13,623 SH   SOLE   13,623 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   2,173,036 28,540 SH   SOLE   28,540 0 0
THE CIGNA GROUP COM 125523100   8,687,868 23,921 SH   SOLE   23,921 0 0
CME GROUP INC COM 12572Q105   3,500,831 16,261 SH   SOLE   16,261 0 0
CSX CORP COM 126408103   1,503,670 40,563 SH   SOLE   40,563 0 0
CVS HEALTH CORP COM 126650100   9,027,237 113,180 SH   SOLE   113,180 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,195,458 7,053 SH   SOLE   7,053 0 0
CAMPBELL SOUP CO COM 134429109   2,112,575 47,527 SH   SOLE   47,527 0 0
CARDINAL HEALTH INC COM 14149Y108   2,354,600 21,042 SH   SOLE   21,042 0 0
CARLYLE GROUP INC COM 14316J108   932,852 19,886 SH   SOLE   19,886 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   297,800 5,123 SH   SOLE   5,123 0 0
CATERPILLAR INC COM 149123101   12,820,653 34,988 SH   SOLE   34,988 0 0
CENTENE CORP DEL COM 15135B101   920,335 11,727 SH   SOLE   11,727 0 0
CHARLES RIV LABS INTL INC COM 159864107   1,100,328 4,061 SH   SOLE   4,061 0 0
CHENIERE ENERGY INC COM NEW 16411R208   312,883 1,940 SH   SOLE   1,940 0 0
CISCO SYS INC COM 17275R102   20,179,212 404,312 SH   SOLE   404,312 0 0
CINTAS CORP COM 172908105   2,015,059 2,933 SH   SOLE   2,933 0 0
CITIGROUP INC COM NEW 172967424   6,694,776 105,863 SH   SOLE   105,863 0 0
CLEAN HARBORS INC COM 184496107   9,758,100 48,473 SH   SOLE   0 48,473 0
CLOROX CO DEL COM 189054109   3,935,693 25,705 SH   SOLE   25,705 0 0
COCA COLA CO COM 191216100   21,935,905 358,547 SH   SOLE   358,547 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   831,915 11,351 SH   SOLE   11,351 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   417,034 1,573 SH   SOLE   1,573 0 0
COLGATE PALMOLIVE CO COM 194162103   17,510,943 194,458 SH   SOLE   194,458 0 0
COMCAST CORP NEW CL A 20030N101   3,204,302 73,917 SH   SOLE   73,917 0 0
CONAGRA BRANDS INC COM 205887102   355,680 12,000 SH   SOLE   12,000 0 0
CONOCOPHILLIPS COM 20825C104   603,434 4,741 SH   SOLE   4,741 0 0
COPART INC COM 217204106   1,007,576 17,396 SH   SOLE   17,396 0 0
COSTCO WHSL CORP NEW COM 22160K105   22,592,844 30,838 SH   SOLE   30,838 0 0
COSTAR GROUP INC COM 22160N109   1,021,545 10,575 SH   SOLE   10,575 0 0
DANAHER CORPORATION COM 235851102   2,866,036 11,477 SH   SOLE   11,477 0 0
DARDEN RESTAURANTS INC COM 237194105   777,916 4,654 SH   SOLE   4,654 0 0
DECKERS OUTDOOR CORP COM 243537107   6,349,740 6,746 SH   SOLE   6,746 0 0
DELL TECHNOLOGIES INC CL C 24703L202   3,316,721 29,066 SH   SOLE   29,066 0 0
DICKS SPORTING GOODS INC COM 253393102   1,404,700 6,247 SH   SOLE   6,247 0 0
DISNEY WALT CO COM 254687106   3,090,324 25,256 SH   SOLE   25,256 0 0
DOMINOS PIZZA INC COM 25754A201   712,029 1,433 SH   SOLE   1,433 0 0
EBAY INC. COM 278642103   1,207,079 22,870 SH   SOLE   22,870 0 0
ECOLAB INC COM 278865100   2,115,275 9,161 SH   SOLE   9,161 0 0
EDISON INTL COM 281020107   8,385,890 118,562 SH   SOLE   118,562 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   2,309,972 24,173 SH   SOLE   24,173 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   2,997,000 112,500 SH   SOLE   112,500 0 0
EMERSON ELEC CO COM 291011104   19,374,404 170,820 SH   SOLE   108,765 62,055 0
ENPHASE ENERGY INC COM 29355A107   1,295,091 10,705 SH   SOLE   0 10,705 0
ENTEGRIS INC COM 29362U104   1,012,872 7,207 SH   SOLE   7,207 0 0
EQUINIX INC COM 29444U700   5,815,275 7,046 SH   SOLE   7,046 0 0
ERIE INDTY CO CL A 29530P102   1,015,571 2,529 SH   SOLE   2,529 0 0
EVERSOURCE ENERGY COM 30040W108   1,583,726 26,497 SH   SOLE   26,497 0 0
EXACT SCIENCES CORP COM 30063P105   994,188 14,396 SH   SOLE   14,396 0 0
EXPEDITORS INTL WASH INC COM 302130109   7,534,058 61,973 SH   SOLE   61,973 0 0
EXXON MOBIL CORP COM 30231G102   1,005,011 8,646 SH   SOLE   8,646 0 0
META PLATFORMS INC CL A 30303M102   61,914,849 127,507 SH   SOLE   127,507 0 0
FACTSET RESH SYS INC COM 303075105   1,165,056 2,564 SH   SOLE   2,564 0 0
FAIR ISAAC CORP COM 303250104   1,579,507 1,264 SH   SOLE   1,264 0 0
F5 INC COM 315616102   912,117 4,811 SH   SOLE   4,811 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   1,562,602 21,065 SH   SOLE   21,065 0 0
FIFTH THIRD BANCORP COM 316773100   4,688,125 125,991 SH   SOLE   125,991 0 0
FIRST SOLAR INC COM 336433107   4,726,062 27,998 SH   SOLE   6,165 21,833 0
FORD MTR CO DEL COM 345370860   5,604,691 422,040 SH   SOLE   422,040 0 0
FORTINET INC COM 34959E109   883,863 12,939 SH   SOLE   12,939 0 0
FOX CORP CL A COM 35137L105   722,931 23,119 SH   SOLE   23,119 0 0
FRANKLIN RESOURCES INC COM 354613101   7,904,391 281,195 SH   SOLE   281,195 0 0
GARTNER INC COM 366651107   595,361 1,249 SH   SOLE   1,249 0 0
GENERAL ELECTRIC CO COM NEW 369604301   12,036,443 68,572 SH   SOLE   68,572 0 0
GENERAL MLS INC COM 370334104   2,807,336 40,122 SH   SOLE   40,122 0 0
GENERAL MTRS CO COM 37045V100   2,073,674 45,726 SH   SOLE   45,726 0 0
GENUINE PARTS CO COM 372460105   1,012,468 6,535 SH   SOLE   6,535 0 0
GILEAD SCIENCES INC COM 375558103   658,444 8,989 SH   SOLE   8,989 0 0
GODADDY INC CL A 380237107   3,020,999 25,455 SH   SOLE   25,455 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,951,865 4,673 SH   SOLE   4,673 0 0
GRAINGER W W INC COM 384802104   1,389,632 1,366 SH   SOLE   1,366 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   4,012,433 71,689 SH   SOLE   71,689 0 0
HP INC COM 40434L105   9,255,359 306,266 SH   SOLE   306,266 0 0
HALLIBURTON CO COM 406216101   2,783,052 70,600 SH   SOLE   70,600 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   1,871,844 65,910 SH   SOLE   0 65,910 0
HARTFORD FINL SVCS GROUP INC COM 416515104   4,343,145 42,146 SH   SOLE   42,146 0 0
HASBRO INC COM 418056107   7,439,841 131,632 SH   SOLE   131,632 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   926,063 49,390 SH   SOLE   49,390 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   7,654,307 431,715 SH   SOLE   431,715 0 0
HOLOGIC INC COM 436440101   6,897,355 88,473 SH   SOLE   88,473 0 0
HOME DEPOT INC COM 437076102   30,536,094 79,604 SH   SOLE   79,604 0 0
HONEYWELL INTL INC COM 438516106   16,369,303 79,753 SH   SOLE   79,753 0 0
HORMEL FOODS CORP COM 440452100   488,320 13,996 SH   SOLE   13,996 0 0
HOST HOTELS & RESORTS INC COM 44107P104   10,455,332 505,577 SH   SOLE   505,577 0 0
HUBBELL INC COM 443510607   1,670,991 4,026 SH   SOLE   4,026 0 0
HUNTINGTON BANCSHARES INC COM 446150104   5,788,971 414,980 SH   SOLE   414,980 0 0
ICICI BANK LIMITED ADR 45104G104   5,132,387 194,335 SH   SOLE   194,335 0 0
IDEXX LABS INC COM 45168D104   1,046,384 1,938 SH   SOLE   1,938 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,409,806 5,254 SH   SOLE   5,254 0 0
ILLUMINA INC COM 452327109   851,384 6,200 SH   SOLE   6,200 0 0
INFOSYS LTD SPONSORED ADR 456788108   3,932,085 219,302 SH   SOLE   219,302 0 0
INGERSOLL RAND INC COM 45687V106   4,816,244 50,724 SH   SOLE   0 50,724 0
INTEL CORP COM 458140100   7,413,537 167,841 SH   SOLE   167,841 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   904,015 6,578 SH   SOLE   6,578 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   19,650,357 102,903 SH   SOLE   102,903 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   1,697,787 19,744 SH   SOLE   19,744 0 0
INTERNATIONAL PAPER CO COM 460146103   6,542,757 167,677 SH   SOLE   167,677 0 0
INTERPUBLIC GROUP COS INC COM 460690100   1,775,007 54,398 SH   SOLE   54,398 0 0
INTUIT COM 461202103   1,775,800 2,732 SH   SOLE   2,732 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   913,916 2,290 SH   SOLE   2,290 0 0
JPMORGAN CHASE & CO COM 46625H100   43,787,783 218,611 SH   SOLE   218,611 0 0
JABIL INC COM 466313103   1,128,261 8,423 SH   SOLE   8,423 0 0
JOHNSON & JOHNSON COM 478160104   29,941,254 189,274 SH   SOLE   189,274 0 0
JUNIPER NETWORKS INC COM 48203R104   884,548 23,868 SH   SOLE   23,868 0 0
KLA CORP COM NEW 482480100   1,385,963 1,984 SH   SOLE   1,984 0 0
KKR & CO INC COM 48251W104   928,152 9,228 SH   SOLE   9,228 0 0
KELLANOVA COM 487836108   5,296,174 92,445 SH   SOLE   92,445 0 0
KEURIG DR PEPPER INC COM 49271V100   300,566 9,800 SH   SOLE   9,800 0 0
KEYCORP COM 493267108   447,249 28,289 SH   SOLE   28,289 0 0
KIMBERLY-CLARK CORP COM 494368103   1,885,018 14,573 SH   SOLE   14,573 0 0
KROGER CO COM 501044101   2,183,109 38,213 SH   SOLE   38,213 0 0
LAM RESEARCH CORP COM 512807108   1,863,471 1,918 SH   SOLE   1,918 0 0
LAUDER ESTEE COS INC CL A 518439104   966,212 6,268 SH   SOLE   6,268 0 0
LENNAR CORP CL A 526057104   626,867 3,645 SH   SOLE   3,645 0 0
LENNOX INTL INC COM 526107107   2,667,652 5,458 SH   SOLE   5,458 0 0
ELI LILLY & CO COM 532457108   32,895,261 42,284 SH   SOLE   42,284 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   417,157 3,944 SH   SOLE   3,944 0 0
LULULEMON ATHLETICA INC COM 550021109   727,000 1,861 SH   SOLE   1,861 0 0
MSCI INC COM 55354G100   777,905 1,388 SH   SOLE   1,388 0 0
MANHATTAN ASSOCIATES INC COM 562750109   894,822 3,576 SH   SOLE   3,576 0 0
MARATHON PETE CORP COM 56585A102   3,425,903 17,002 SH   SOLE   17,002 0 0
MARKETAXESS HLDGS INC COM 57060D108   851,786 3,885 SH   SOLE   3,885 0 0
MASCO CORP COM 574599106   1,317,533 16,703 SH   SOLE   16,703 0 0
MASTERCARD INCORPORATED CL A 57636Q104   34,589,247 71,826 SH   SOLE   71,826 0 0
MCDONALDS CORP COM 580135101   19,420,434 68,879 SH   SOLE   68,879 0 0
MCKESSON CORP COM 58155Q103   1,426,947 2,658 SH   SOLE   2,658 0 0
MERCADOLIBRE INC COM 58733R102   3,367,135 2,227 SH   SOLE   2,227 0 0
MERCK & CO INC COM 58933Y105   29,320,082 222,206 SH   SOLE   222,206 0 0
METLIFE INC COM 59156R108   1,774,638 23,946 SH   SOLE   23,946 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   3,699,655 2,779 SH   SOLE   2,779 0 0
MICROSOFT CORP COM 594918104   199,954,753 475,268 SH   SOLE   439,019 36,249 0
MICRON TECHNOLOGY INC COM 595112103   1,764,813 14,970 SH   SOLE   14,970 0 0
MONDELEZ INTL INC CL A 609207105   5,294,240 75,632 SH   SOLE   11,829 63,803 0
MONSTER BEVERAGE CORP NEW COM 61174X109   472,580 7,972 SH   SOLE   7,972 0 0
MOODYS CORP COM 615369105   1,829,162 4,654 SH   SOLE   4,654 0 0
NVR INC COM 62944T105   1,198,794 148 SH   SOLE   148 0 0
NASDAQ INC COM 631103108   8,880,820 140,742 SH   SOLE   140,742 0 0
NETAPP INC COM 64110D104   2,224,314 21,190 SH   SOLE   21,190 0 0
NETFLIX INC COM 64110L106   11,148,757 18,357 SH   SOLE   18,357 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   910,272 6,600 SH   SOLE   6,600 0 0
NEWMONT CORP COM 651639106   8,566,083 239,009 SH   SOLE   239,009 0 0
NEXTERA ENERGY INC COM 65339F101   12,688,755 198,541 SH   SOLE   198,541 0 0
NIKE INC CL B 654106103   1,466,464 15,604 SH   SOLE   15,604 0 0
NISOURCE INC COM 65473P105   5,417,017 195,843 SH   SOLE   195,843 0 0
GEN DIGITAL INC COM 668771108   7,566,451 337,788 SH   SOLE   337,788 0 0
NUCOR CORP COM 670346105   1,320,785 6,674 SH   SOLE   6,674 0 0
NVIDIA CORPORATION COM 67066G104   153,706,399 170,112 SH   SOLE   150,905 19,207 0
OMNICOM GROUP INC COM 681919106   11,187,488 115,621 SH   SOLE   115,621 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,205,765 29,990 SH   SOLE   29,990 0 0
ONEOK INC NEW COM 682680103   16,496,100 205,764 SH   SOLE   205,764 0 0
ORACLE CORP COM 68389X105   9,557,539 76,089 SH   SOLE   76,089 0 0
OTIS WORLDWIDE CORP COM 68902V107   1,075,392 10,833 SH   SOLE   10,833 0 0
OWENS CORNING NEW COM 690742101   1,139,578 6,832 SH   SOLE   6,832 0 0
PNC FINL SVCS GROUP INC COM 693475105   5,777,685 35,753 SH   SOLE   35,753 0 0
PTC INC COM 69370C100   6,215,370 32,896 SH   SOLE   32,896 0 0
PACCAR INC COM 693718108   2,080,237 16,791 SH   SOLE   16,791 0 0
PACKAGING CORP AMER COM 695156109   7,187,538 37,873 SH   SOLE   37,873 0 0
PALO ALTO NETWORKS INC COM 697435105   1,654,489 5,823 SH   SOLE   5,823 0 0
PARKER-HANNIFIN CORP COM 701094104   1,443,942 2,598 SH   SOLE   2,598 0 0
PAYCHEX INC COM 704326107   8,680,486 70,688 SH   SOLE   70,688 0 0
PAYPAL HLDGS INC COM 70450Y103   574,908 8,582 SH   SOLE   8,582 0 0
PEPSICO INC COM 713448108   24,160,306 138,051 SH   SOLE   138,051 0 0
PFIZER INC COM 717081103   12,399,477 446,828 SH   SOLE   446,828 0 0
PHILLIPS 66 COM 718546104   6,579,662 40,282 SH   SOLE   40,282 0 0
PINTEREST INC CL A 72352L106   1,951,505 56,288 SH   SOLE   56,288 0 0
POOL CORP COM 73278L105   378,080 937 SH   SOLE   937 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   5,417,420 62,767 SH   SOLE   62,767 0 0
PROCTER AND GAMBLE CO COM 742718109   25,459,297 156,914 SH   SOLE   156,914 0 0
PROGRESSIVE CORP COM 743315103   8,625,014 41,703 SH   SOLE   41,703 0 0
PROLOGIS INC. COM 74340W103   5,413,896 41,575 SH   SOLE   41,575 0 0
PRUDENTIAL FINL INC COM 744320102   11,661,342 99,330 SH   SOLE   99,330 0 0
PULTE GROUP INC COM 745867101   1,282,311 10,631 SH   SOLE   10,631 0 0
QORVO INC COM 74736K101   3,492,784 30,417 SH   SOLE   30,417 0 0
QUALCOMM INC COM 747525103   10,776,284 63,652 SH   SOLE   63,652 0 0
QUANTA SVCS INC COM 74762E102   1,101,812 4,241 SH   SOLE   4,241 0 0
QUEST DIAGNOSTICS INC COM 74834L100   933,900 7,016 SH   SOLE   7,016 0 0
RALPH LAUREN CORP CL A 751212101   4,051,298 21,577 SH   SOLE   21,577 0 0
RTX CORPORATION COM 75513E101   12,871,229 131,972 SH   SOLE   131,972 0 0
REGAL REXNORD CORPORATION COM 758750103   2,891,866 16,057 SH   SOLE   0 16,057 0
REGENCY CTRS CORP COM 758849103   6,895,907 113,869 SH   SOLE   113,869 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   3,643,118 173,152 SH   SOLE   173,152 0 0
RELIANCE INC COM 759509102   1,300,963 3,893 SH   SOLE   3,893 0 0
REPUBLIC SVCS INC COM 760759100   5,345,579 27,923 SH   SOLE   5,101 22,822 0
ROCKWELL AUTOMATION INC COM 773903109   943,327 3,238 SH   SOLE   3,238 0 0
S&P GLOBAL INC COM 78409V104   9,460,306 22,236 SH   SOLE   22,236 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   893,887 4,125 SH   SOLE   4,125 0 0
SALESFORCE INC COM 79466L302   22,908,956 76,064 SH   SOLE   76,064 0 0
SCHLUMBERGER LTD COM STK 806857108   13,525,628 246,773 SH   SOLE   246,773 0 0
SEMPRA COM 816851109   13,271,885 184,768 SH   SOLE   184,768 0 0
SERVICENOW INC COM 81762P102   846,264 1,110 SH   SOLE   1,110 0 0
SHERWIN WILLIAMS CO COM 824348106   1,845,712 5,314 SH   SOLE   5,314 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   843,106 75,412 SH   SOLE   0 75,412 0
SIMON PPTY GROUP INC NEW COM 828806109   6,070,873 38,794 SH   SOLE   38,794 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   917,362 8,469 SH   SOLE   8,469 0 0
SNAP ON INC COM 833034101   1,169,773 3,949 SH   SOLE   3,949 0 0
SNOWFLAKE INC CL A 833445109   637,997 3,948 SH   SOLE   3,948 0 0
SOUTHERN COPPER CORP COM 84265V105   575,634 5,404 SH   SOLE   5,404 0 0
BLOCK INC CL A 852234103   824,486 9,748 SH   SOLE   9,748 0 0
STARBUCKS CORP COM 855244109   1,317,204 14,413 SH   SOLE   14,413 0 0
STATE STR CORP COM 857477103   946,551 12,242 SH   SOLE   12,242 0 0
STEEL DYNAMICS INC COM 858119100   3,256,020 21,966 SH   SOLE   21,966 0 0
STRYKER CORPORATION COM 863667101   1,527,031 4,267 SH   SOLE   4,267 0 0
SYNOPSYS INC COM 871607107   6,613,969 11,573 SH   SOLE   11,573 0 0
SYNCHRONY FINANCIAL COM 87165B103   7,131,876 165,396 SH   SOLE   165,396 0 0
SYSCO CORP COM 871829107   902,803 11,121 SH   SOLE   11,121 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,190,754 60,204 SH   SOLE   60,204 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   773,781 5,211 SH   SOLE   5,211 0 0
TARGET CORP COM 87612E106   3,880,013 21,895 SH   SOLE   21,895 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   882,682 2,056 SH   SOLE   2,056 0 0
TESLA INC COM 88160R101   25,332,745 144,108 SH   SOLE   144,108 0 0
TEXAS INSTRS INC COM 882508104   7,166,303 41,136 SH   SOLE   41,136 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   953,766 1,641 SH   SOLE   1,641 0 0
3M CO COM 88579Y101   6,987,679 65,878 SH   SOLE   65,878 0 0
TOAST INC CL A 888787108   465,531 18,681 SH   SOLE   18,681 0 0
TRAVELERS COMPANIES INC COM 89417E109   6,854,490 29,784 SH   SOLE   29,784 0 0
TRUIST FINL CORP COM 89832Q109   1,017,729 26,109 SH   SOLE   26,109 0 0
US BANCORP DEL COM NEW 902973304   744,255 16,650 SH   SOLE   16,650 0 0
UBER TECHNOLOGIES INC COM 90353T100   9,047,095 117,510 SH   SOLE   117,510 0 0
ULTA BEAUTY INC COM 90384S303   901,445 1,724 SH   SOLE   1,724 0 0
UNION PAC CORP COM 907818108   13,679,856 55,625 SH   SOLE   55,625 0 0
UNITED PARCEL SERVICE INC CL B 911312106   10,782,512 72,546 SH   SOLE   72,546 0 0
UNITED RENTALS INC COM 911363109   994,411 1,379 SH   SOLE   1,379 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   971,716 4,230 SH   SOLE   4,230 0 0
UNITEDHEALTH GROUP INC COM 91324P102   24,898,251 50,330 SH   SOLE   50,330 0 0
VAIL RESORTS INC COM 91879Q109   893,771 4,011 SH   SOLE   4,011 0 0
VALERO ENERGY CORP COM 91913Y100   8,132,696 47,646 SH   SOLE   47,646 0 0
VENTAS INC COM 92276F100   6,400,554 147,004 SH   SOLE   147,004 0 0
VERISIGN INC COM 92343E102   837,634 4,420 SH   SOLE   4,420 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   17,390,238 414,448 SH   SOLE   414,448 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   729,845 1,746 SH   SOLE   1,746 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,699,079 45,293 SH   SOLE   0 45,293 0
VISA INC COM CL A 92826C839   35,659,447 127,775 SH   SOLE   127,775 0 0
WP CAREY INC COM 92936U109   818,662 14,505 SH   SOLE   14,505 0 0
WATSCO INC COM 942622200   949,470 2,198 SH   SOLE   2,198 0 0
WELLS FARGO CO NEW COM 949746101   2,818,827 48,634 SH   SOLE   48,634 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   1,449,090 3,662 SH   SOLE   3,662 0 0
WESTERN DIGITAL CORP. COM 958102105   1,193,040 17,483 SH   SOLE   17,483 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   340,822 9,491 SH   SOLE   9,491 0 0
WILLIAMS COS INC COM 969457100   10,221,246 262,285 SH   SOLE   262,285 0 0
WORKDAY INC CL A 98138H101   6,251,703 22,921 SH   SOLE   22,921 0 0
XCEL ENERGY INC COM 98389B100   4,819,279 89,661 SH   SOLE   89,661 0 0
XYLEM INC COM 98419M100   17,322,813 134,036 SH   SOLE   86,754 47,282 0
YUM BRANDS INC COM 988498101   951,139 6,860 SH   SOLE   6,860 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   963,190 7,298 SH   SOLE   7,298 0 0
ZSCALER INC COM 98980G102   841,408 4,368 SH   SOLE   4,368 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   2,683,256 80,169 SH   SOLE   0 80,169 0
ARCH CAP GROUP LTD ORD G0450A105   815,136 8,818 SH   SOLE   8,818 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   18,100,321 52,221 SH   SOLE   52,221 0 0
CREDICORP LTD COM G2519Y108   381,048 2,249 SH   SOLE   2,249 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   6,867,971 98,184 SH   SOLE   98,184 0 0
EATON CORP PLC SHS G29183103   25,432,140 81,336 SH   SOLE   47,022 34,314 0
EVEREST GROUP LTD COM G3223R108   1,286,707 3,237 SH   SOLE   3,237 0 0
LINDE PLC SHS G54950103   54,955,058 118,356 SH   SOLE   82,932 35,424 0
MEDTRONIC PLC SHS G5960L103   2,652,323 30,434 SH   SOLE   30,434 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   3,428,241 36,843 SH   SOLE   36,843 0 0
PENTAIR PLC SHS G7S00T104   2,053,892 24,039 SH   SOLE   24,039 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   3,307,303 11,017 SH   SOLE   11,017 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   1,364,275 4,961 SH   SOLE   4,961 0 0
BUNGE GLOBAL SA COM SHS H11356104   603,023 5,882 SH   SOLE   5,882 0 0
GARMIN LTD SHS H2906T109   1,084,369 7,284 SH   SOLE   7,284 0 0
AERCAP HOLDINGS NV SHS N00985106   7,787,831 89,608 SH   SOLE   89,608 0 0
ELASTIC N V ORD SHS N14506104   2,317,048 23,115 SH   SOLE   23,115 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   6,198,577 60,604 SH   SOLE   60,604 0 0
NXP SEMICONDUCTORS N V COM N6596X109   564,916 2,280 SH   SOLE   2,280 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   623,182 4,483 SH   SOLE   4,483 0 0