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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 1,351,463 8,709 SH SOLE 8,709 0 0
ABBOTT LABS COM 002824100 6,651,460 49,660 SH SOLE 49,660 0 0
ABBVIE INC COM 00287Y109 11,186,624 48,314 SH SOLE 48,314 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,621,111 10,629 SH SOLE 10,629 0 0
ADOBE INC COM 00724F101 2,390,234 6,776 SH SOLE 6,776 0 0
ADVANCED ENERGY INDS COM 007973100 2,333,470 13,715 SH SOLE 13,715 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,855,965 30,014 SH SOLE 30,014 0 0
AES CORP COM 00130H105 151,708 11,528 SH SOLE 11,528 0 0
AFLAC INC COM 001055102 843,894 7,555 SH SOLE 7,555 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 592,464 4,616 SH SOLE 4,616 0 0
AIR PRODS & CHEMS INC COM 009158106 918,248 3,367 SH SOLE 3,367 0 0
AIRBNB INC COM CL A 009066101 759,361 6,254 SH SOLE 6,254 0 0
AKERO THERAPEUTICS INC COM 00973Y108 314,887 6,632 SH SOLE 6,632 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 230,352 2,764 SH SOLE 2,764 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,240,930 9,910 SH SOLE 9,910 0 0
ALLSTATE CORP COM 020002101 839,282 3,910 SH SOLE 3,910 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,168,728 2,563 SH SOLE 2,563 0 0
ALPHABET INC CAP STK CL A 02079K305 9,592,483 39,459 SH SOLE 39,459 0 0
ALPHABET INC CAP STK CL C 02079K107 8,107,780 33,290 SH SOLE 33,290 0 0
ALTRIA GROUP INC COM 02209S103 1,786,527 27,044 SH SOLE 27,044 0 0
AMAZON COM INC COM 023135106 16,431,521 74,835 SH SOLE 74,835 0 0
AMCOR PLC ORD G0250X107 332,263 40,619 SH SOLE 40,619 0 0
AMEREN CORP COM 023608102 491,839 4,712 SH SOLE 4,712 0 0
AMERICAN ELEC PWR CO INC COM 025537101 6,117,300 54,376 SH SOLE 54,376 0 0
AMERICAN EXPRESS CO COM 025816109 3,104,367 9,346 SH SOLE 9,346 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,071,757 13,646 SH SOLE 13,646 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,518,751 7,897 SH SOLE 7,897 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 513,194 3,687 SH SOLE 3,687 0 0
AMERIPRISE FINL INC COM 03076C106 724,594 1,475 SH SOLE 1,475 0 0
AMETEK INC COM 031100100 679,056 3,612 SH SOLE 3,612 0 0
AMGEN INC COM 031162100 5,069,441 17,964 SH SOLE 17,964 0 0
AMPHENOL CORP NEW CL A 032095101 8,257,095 66,724 SH SOLE 66,724 0 0
ANALOG DEVICES INC COM 032654105 1,880,342 7,653 SH SOLE 7,653 0 0
ANAPTYSBIO INC COM 032724106 336,055 10,975 SH SOLE 10,975 0 0
AON PLC SHS CL A G0403H108 3,435,648 9,635 SH SOLE 9,635 0 0
API GROUP CORP COM STK 00187Y100 6,573,125 191,246 SH SOLE 191,246 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 918,763 6,894 SH SOLE 6,894 0 0
APPLE INC COM 037833100 20,164,659 79,192 SH SOLE 79,192 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,506,919 36,418 SH SOLE 36,418 0 0
APPLIED MATLS INC COM 038222105 2,554,132 12,475 SH SOLE 12,475 0 0
APPLOVIN CORP COM CL A 03831W108 3,196,784 4,449 SH SOLE 4,449 0 0
APTIV PLC COM SHS G3265R107 322,721 3,743 SH SOLE 3,743 0 0
ARCELLX INC COMMON STOCK 03940C100 3,022,019 36,809 SH SOLE 36,809 0 0
ARCH CAP GROUP LTD ORD G0450A105 625,311 6,892 SH SOLE 6,892 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 386,757 6,474 SH SOLE 6,474 0 0
ARCUS BIOSCIENCES INC COM 03969F109 411,985 30,293 SH SOLE 30,293 0 0
ARGENX SE SPONSORED ADR 04016X101 1,497,984 2,031 SH SOLE 2,031 0 0
ARISTA NETWORKS INC COM SHS 040413205 5,595,264 38,400 SH SOLE 38,400 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 1,096,610 31,795 SH SOLE 31,795 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 732,018 3,682 SH SOLE 3,682 0 0
ASCENTAGE PHARMA GROUP INTL SPONSORED ADS 04390B105 405,430 10,385 SH SOLE 10,385 0 0
AT&T INC COM 00206R102 3,865,181 136,869 SH SOLE 136,869 0 0
ATI INC COM 01741R102 6,183,141 76,016 SH SOLE 76,016 0 0
ATMOS ENERGY CORP COM 049560105 906,341 5,308 SH SOLE 5,308 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 2,554,844 56,661 SH SOLE 56,661 0 0
AUTODESK INC COM 052769106 1,231,289 3,876 SH SOLE 3,876 0 0
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100 188,791 115,823 SH SOLE 115,823 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,832,908 6,245 SH SOLE 6,245 0 0
AUTOZONE INC COM 053332102 1,205,557 281 SH SOLE 281 0 0
AVALONBAY CMNTYS INC COM 053484101 370,307 1,917 SH SOLE 1,917 0 0
AVIDITY BIOSCIENCES INC COM 05370A108 521,881 11,978 SH SOLE 11,978 0 0
AXON ENTERPRISE INC COM 05464C101 839,639 1,170 SH SOLE 1,170 0 0
BAKER HUGHES COMPANY CL A 05722G100 1,386,425 28,457 SH SOLE 28,457 0 0
BALL CORP COM 058498106 265,209 5,260 SH SOLE 5,260 0 0
BANK AMERICA CORP COM 060505104 6,341,598 122,923 SH SOLE 122,923 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,156,828 10,617 SH SOLE 10,617 0 0
BAXTER INTL INC COM 071813109 217,567 9,555 SH SOLE 9,555 0 0
BECTON DICKINSON & CO COM 075887109 1,393,293 7,444 SH SOLE 7,444 0 0
BEL FUSE INC CL B 077347300 7,459,394 52,896 SH SOLE 52,896 0 0
BEONE MEDICINES LTD SPONSORED ADS 07725L102 2,306,880 6,771 SH SOLE 6,771 0 0
BERKLEY W R CORP COM 084423102 1,518,532 19,819 SH SOLE 19,819 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,174,402 22,227 SH SOLE 22,227 0 0
BIOGEN INC COM 09062X103 367,570 2,624 SH SOLE 2,624 0 0
BLACKROCK INC COM 09290D101 2,803,917 2,405 SH SOLE 2,405 0 0
BLACKSTONE INC COM 09260D107 1,901,561 11,130 SH SOLE 11,130 0 0
BLOCK INC CL A 852234103 574,980 7,956 SH SOLE 7,956 0 0
BOEING CO COM 097023105 2,804,063 12,992 SH SOLE 12,992 0 0
BOOKING HOLDINGS INC COM 09857L108 3,077,584 570 SH SOLE 570 0 0
BOSTON SCIENTIFIC CORP COM 101137107 4,193,209 42,950 SH SOLE 42,950 0 0
BRIDGEBIO PHARMA INC COM 10806X102 5,015,378 96,561 SH SOLE 96,561 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,610,934 102,238 SH SOLE 102,238 0 0
BROADCOM INC COM 11135F101 13,180,234 39,951 SH SOLE 39,951 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 372,260 1,563 SH SOLE 1,563 0 0
BROWN & BROWN INC COM 115236101 402,640 4,293 SH SOLE 4,293 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,742,734 25,724 SH SOLE 25,724 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,495,665 4,258 SH SOLE 4,258 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 725,458 9,739 SH SOLE 9,739 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,150,034 10,114 SH SOLE 10,114 0 0
CARDINAL HEALTH INC COM 14149Y108 2,339,489 14,905 SH SOLE 14,905 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 534,575 18,491 SH SOLE 18,491 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 951,558 15,939 SH SOLE 15,939 0 0
CATERPILLAR INC COM 149123101 16,729,833 35,062 SH SOLE 35,062 0 0
CBOE GLOBAL MKTS INC COM 12503M108 2,849,315 11,618 SH SOLE 11,618 0 0
CBRE GROUP INC CL A 12504L109 698,148 4,431 SH SOLE 4,431 0 0
CDW CORP COM 12514G108 274,439 1,723 SH SOLE 1,723 0 0
CELCUITY INC COM 15102K100 1,274,026 25,790 SH SOLE 25,790 0 0
CENCORA INC COM 03073E105 2,037,696 6,520 SH SOLE 6,520 0 0
CENTENE CORP DEL COM 15135B101 298,749 8,373 SH SOLE 8,373 0 0
CENTERPOINT ENERGY INC COM 15189T107 511,500 13,183 SH SOLE 13,183 0 0
CF INDS HLDGS INC COM 125269100 1,075,503 11,990 SH SOLE 11,990 0 0
CG ONCOLOGY INC COM 156944100 1,217,463 30,225 SH SOLE 30,225 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 478,958 1,741 SH SOLE 1,741 0 0
CHEVRON CORP NEW COM 166764100 5,564,662 35,834 SH SOLE 35,834 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 761,305 19,426 SH SOLE 19,426 0 0
CHUBB LIMITED COM H1467J104 2,001,435 7,091 SH SOLE 7,091 0 0
CHURCH & DWIGHT CO INC COM 171340102 1,276,419 14,566 SH SOLE 14,566 0 0
CINCINNATI FINL CORP COM 172062101 344,816 2,181 SH SOLE 2,181 0 0
CINTAS CORP COM 172908105 1,047,647 5,104 SH SOLE 5,104 0 0
CISCO SYS INC COM 17275R102 5,482,221 80,126 SH SOLE 80,126 0 0
CITIGROUP INC COM NEW 172967424 3,338,843 32,895 SH SOLE 32,895 0 0
CITIZENS FINL GROUP INC COM 174610105 408,535 7,685 SH SOLE 7,685 0 0
CLEAN HARBORS INC COM 184496107 5,311,800 22,874 SH SOLE 22,874 0 0
CLOROX CO DEL COM 189054109 264,972 2,149 SH SOLE 2,149 0 0
CME GROUP INC COM 12572Q105 3,322,797 12,298 SH SOLE 12,298 0 0
CMS ENERGY CORP COM 125896100 237,069 3,236 SH SOLE 3,236 0 0
COCA COLA CO COM 191216100 4,971,016 74,955 SH SOLE 74,955 0 0
COGENT BIOSCIENCES INC COM 19240Q201 1,291,294 89,923 SH SOLE 89,923 0 0
COGNEX CORP COM 192422103 11,519,246 254,288 SH SOLE 254,288 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 572,912 8,542 SH SOLE 8,542 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 1,160,628 3,439 SH SOLE 3,439 0 0
COLGATE PALMOLIVE CO COM 194162103 947,769 11,856 SH SOLE 11,856 0 0
COMCAST CORP NEW CL A 20030N101 1,957,592 62,304 SH SOLE 62,304 0 0
CONOCOPHILLIPS COM 20825C104 1,804,399 19,076 SH SOLE 19,076 0 0
CONSOLIDATED EDISON INC COM 209115104 635,990 6,327 SH SOLE 6,327 0 0
CONSTELLATION BRANDS INC CL A 21036P108 355,259 2,638 SH SOLE 2,638 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,613,101 4,902 SH SOLE 4,902 0 0
COOPER COS INC COM 216648501 204,103 2,977 SH SOLE 2,977 0 0
COPART INC COM 217204106 2,222,597 49,424 SH SOLE 49,424 0 0
CORNING INC COM 219350105 1,016,434 12,391 SH SOLE 12,391 0 0
CORPAY INC COM SHS 219948106 231,024 802 SH SOLE 802 0 0
CORTEVA INC COM 22052L104 658,581 9,738 SH SOLE 9,738 0 0
CORVUS PHARMACEUTICALS INC COM 221015100 436,319 59,202 SH SOLE 59,202 0 0
COSTAR GROUP INC COM 22160N109 509,764 6,042 SH SOLE 6,042 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,782,091 7,327 SH SOLE 7,327 0 0
COTERRA ENERGY INC COM 127097103 325,566 13,766 SH SOLE 13,766 0 0
CRH PLC ORD G25508105 6,637,544 55,359 SH SOLE 55,359 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 928,795 22,300 SH SOLE 22,300 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,897,771 3,870 SH SOLE 3,870 0 0
CROWN CASTLE INC COM 22822V101 761,210 7,889 SH SOLE 7,889 0 0
CSX CORP COM 126408103 1,003,584 28,262 SH SOLE 28,262 0 0
CUMMINS INC COM 231021106 893,735 2,116 SH SOLE 2,116 0 0
CVS HEALTH CORP COM 126650100 1,559,291 20,683 SH SOLE 20,683 0 0
CYTOKINETICS INC COM NEW 23282W605 1,186,257 21,584 SH SOLE 21,584 0 0
D R HORTON INC COM 23331A109 675,677 3,987 SH SOLE 3,987 0 0
DANAHER CORPORATION COM 235851102 3,222,915 16,256 SH SOLE 16,256 0 0
DARDEN RESTAURANTS INC COM 237194105 481,040 2,527 SH SOLE 2,527 0 0
DATADOG INC CL A COM 23804L103 669,280 4,700 SH SOLE 4,700 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109 137,771 19,542 SH SOLE 19,542 0 0
DEERE & CO COM 244199105 3,298,674 7,214 SH SOLE 7,214 0 0
DELL TECHNOLOGIES INC CL C 24703L202 665,468 4,694 SH SOLE 4,694 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 595,308 10,490 SH SOLE 10,490 0 0
DEVON ENERGY CORP NEW COM 25179M103 465,772 13,285 SH SOLE 13,285 0 0
DEXCOM INC COM 252131107 955,854 14,205 SH SOLE 14,205 0 0
DIAMONDBACK ENERGY INC COM 25278X109 994,259 6,948 SH SOLE 6,948 0 0
DIGITAL RLTY TR INC COM 253868103 879,095 5,085 SH SOLE 5,085 0 0
DISNEY WALT CO COM 254687106 3,810,217 33,277 SH SOLE 33,277 0 0
DOLLAR GEN CORP NEW COM 256677105 477,787 4,623 SH SOLE 4,623 0 0
DOMINION ENERGY INC COM 25746U109 748,965 12,244 SH SOLE 12,244 0 0
DOORDASH INC CL A 25809K105 1,564,758 5,753 SH SOLE 5,753 0 0
DOVER CORP COM 260003108 401,393 2,406 SH SOLE 2,406 0 0
DOW INC COM 260557103 286,602 12,499 SH SOLE 12,499 0 0
DTE ENERGY CO COM 233331107 478,458 3,383 SH SOLE 3,383 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,627,684 13,153 SH SOLE 13,153 0 0
DUPONT DE NEMOURS INC COM 26614N102 734,831 9,433 SH SOLE 9,433 0 0
EATON CORP PLC SHS G29183103 13,054,589 34,882 SH SOLE 34,882 0 0
EBAY INC. COM 278642103 708,228 7,787 SH SOLE 7,787 0 0
ECOLAB INC COM 278865100 1,043,133 3,809 SH SOLE 3,809 0 0
EDISON INTL COM 281020107 383,643 6,940 SH SOLE 6,940 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,738,004 22,348 SH SOLE 22,348 0 0
ELECTRONIC ARTS INC COM 285512109 683,965 3,391 SH SOLE 3,391 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 2,259,901 6,994 SH SOLE 6,994 0 0
ELI LILLY & CO COM 532457108 17,726,016 23,232 SH SOLE 23,232 0 0
EMCOR GROUP INC COM 29084Q100 391,023 602 SH SOLE 602 0 0
EMERSON ELEC CO COM 291011104 4,493,440 34,254 SH SOLE 34,254 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 2,430,096 141,614 SH SOLE 141,614 0 0
ENLIVEN THERAPEUTICS INC COM 29337E102 825,228 40,314 SH SOLE 40,314 0 0
ENTEGRIS INC COM 29362U104 676,068 7,312 SH SOLE 7,312 0 0
ENTERGY CORP NEW COM 29364G103 6,814,053 73,120 SH SOLE 73,120 0 0
EOG RES INC COM 26875P101 1,047,537 9,343 SH SOLE 9,343 0 0
EQT CORP COM 26884L109 608,908 11,187 SH SOLE 11,187 0 0
EQUIFAX INC COM 294429105 482,020 1,879 SH SOLE 1,879 0 0
EQUINIX INC COM 29444U700 1,158,412 1,479 SH SOLE 1,479 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 361,452 5,584 SH SOLE 5,584 0 0
EVEREST GROUP LTD COM G3223R108 381,751 1,090 SH SOLE 1,090 0 0
EVERGY INC COM 30034W106 266,222 3,502 SH SOLE 3,502 0 0
EVERSOURCE ENERGY COM 30040W108 492,858 6,928 SH SOLE 6,928 0 0
EXELIXIS INC COM 30161Q104 2,447,397 59,259 SH SOLE 59,259 0 0
EXELON CORP COM 30161N101 805,544 17,897 SH SOLE 17,897 0 0
EXPAND ENERGY CORPORATION COM 165167735 340,924 3,209 SH SOLE 3,209 0 0
EXPEDIA GROUP INC COM NEW 30212P303 360,596 1,687 SH SOLE 1,687 0 0
EXPEDITORS INTL WASH INC COM 302130109 235,986 1,925 SH SOLE 1,925 0 0
EXTRA SPACE STORAGE INC COM 30225T102 542,619 3,850 SH SOLE 3,850 0 0
EXXON MOBIL CORP COM 30231G102 7,683,687 68,148 SH SOLE 68,148 0 0
FAIR ISAAC CORP COM 303250104 2,157,996 1,442 SH SOLE 1,442 0 0
FASTENAL CO COM 311900104 8,729,659 178,011 SH SOLE 178,011 0 0
FEDEX CORP COM 31428X106 743,273 3,152 SH SOLE 3,152 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 629,727 9,550 SH SOLE 9,550 0 0
FIFTH THIRD BANCORP COM 316773100 543,154 12,192 SH SOLE 12,192 0 0
FIRST SOLAR INC COM 336433107 337,190 1,529 SH SOLE 1,529 0 0
FIRSTENERGY CORP COM 337932107 472,817 10,319 SH SOLE 10,319 0 0
FISERV INC COM 337738108 1,163,722 9,026 SH SOLE 9,026 0 0
FORD MTR CO COM 345370860 662,429 55,387 SH SOLE 55,387 0 0
FORTINET INC COM 34959E109 1,979,832 23,547 SH SOLE 23,547 0 0
FORTIVE CORP COM 34959J108 263,713 5,383 SH SOLE 5,383 0 0
FOX CORP CL A COM 35137L105 215,098 3,411 SH SOLE 3,411 0 0
FREEPORT-MCMORAN INC CL B 35671D857 958,184 24,431 SH SOLE 24,431 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,194,977 3,858 SH SOLE 3,858 0 0
GARMIN LTD SHS H2906T109 1,265,325 5,139 SH SOLE 5,139 0 0
GARTNER INC COM 366651107 366,178 1,393 SH SOLE 1,393 0 0
GE AEROSPACE COM NEW 369604301 10,276,011 34,160 SH SOLE 34,160 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 576,843 7,681 SH SOLE 7,681 0 0
GE VERNOVA INC COM 36828A101 6,973,581 11,341 SH SOLE 11,341 0 0
GEN DIGITAL INC COM 668771108 276,973 9,756 SH SOLE 9,756 0 0
GENERAL DYNAMICS CORP COM 369550108 1,380,709 4,049 SH SOLE 4,049 0 0
GENERAL MLS INC COM 370334104 502,738 9,971 SH SOLE 9,971 0 0
GENERAL MTRS CO COM 37045V100 878,395 14,407 SH SOLE 14,407 0 0
GENMAB A/S SPONSORED ADS 372303206 4,049,759 132,043 SH SOLE 132,043 0 0
GENUINE PARTS CO COM 372460105 725,987 5,238 SH SOLE 5,238 0 0
GILEAD SCIENCES INC COM 375558103 6,819,840 61,440 SH SOLE 61,440 0 0
GLOBAL PMTS INC COM 37940X102 320,356 3,856 SH SOLE 3,856 0 0
GODADDY INC CL A 380237107 288,164 2,106 SH SOLE 2,106 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,732,708 5,943 SH SOLE 5,943 0 0
GRAINGER W W INC COM 384802104 1,982,157 2,080 SH SOLE 2,080 0 0
GUARDANT HEALTH INC COM 40131M109 642,607 10,285 SH SOLE 10,285 0 0
HALLIBURTON CO COM 406216101 393,329 15,989 SH SOLE 15,989 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 591,051 4,431 SH SOLE 4,431 0 0
HCA HEALTHCARE INC COM 40412C101 1,417,541 3,326 SH SOLE 3,326 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 240,926 12,581 SH SOLE 12,581 0 0
HERC HLDGS INC COM 42704L104 2,354,549 20,183 SH SOLE 20,183 0 0
HERSHEY CO COM 427866108 413,942 2,213 SH SOLE 2,213 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 621,712 25,314 SH SOLE 25,314 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 912,450 3,517 SH SOLE 3,517 0 0
HOLOGIC INC COM 436440101 224,134 3,321 SH SOLE 3,321 0 0
HOME DEPOT INC COM 437076102 6,437,659 15,888 SH SOLE 15,888 0 0
HONEYWELL INTL INC COM 438516106 4,271,887 20,294 SH SOLE 20,294 0 0
HOST HOTELS & RESORTS INC COM 44107P104 206,504 12,133 SH SOLE 12,133 0 0
HOWMET AEROSPACE INC COM 443201108 2,433,252 12,400 SH SOLE 12,400 0 0
HP INC COM 40434L105 470,807 17,290 SH SOLE 17,290 0 0
HUBBELL INC COM 443510607 5,759,699 13,385 SH SOLE 13,385 0 0
HUMANA INC COM 444859102 500,307 1,923 SH SOLE 1,923 0 0
HUNT J B TRANS SVCS INC COM 445658107 305,505 2,277 SH SOLE 2,277 0 0
HUNTINGTON BANCSHARES INC COM 446150104 461,074 26,698 SH SOLE 26,698 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 429,850 1,493 SH SOLE 1,493 0 0
HUTCHMED CHINA LTD SPONSORED ADS 44842L103 645,104 40,959 SH SOLE 40,959 0 0
ICON PLC SHS G4705A100 1,125,075 6,429 SH SOLE 6,429 0 0
IDACORP INC COM 451107106 5,554,000 42,028 SH SOLE 42,028 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 2,020,859 74,269 SH SOLE 74,269 0 0
IDEXX LABS INC COM 45168D104 3,248,756 5,085 SH SOLE 5,085 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,058,686 4,060 SH SOLE 4,060 0 0
ILLUMINA INC COM 452327109 298,586 3,144 SH SOLE 3,144 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 776,372 21,370 SH SOLE 21,370 0 0
IMMUNOME INC COM 45257U108 1,899,198 162,186 SH SOLE 162,186 0 0
INCYTE CORP COM 45337C102 216,774 2,556 SH SOLE 2,556 0 0
INGERSOLL RAND INC COM 45687V106 7,396,556 89,525 SH SOLE 89,525 0 0
INSMED INC COM PAR $.01 457669307 618,811 4,297 SH SOLE 4,297 0 0
INSULET CORP COM 45784P101 1,056,783 3,423 SH SOLE 3,423 0 0
INTEL CORP COM 458140100 2,309,750 68,845 SH SOLE 68,845 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 254,214 14,720 SH SOLE 14,720 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 411,553 5,981 SH SOLE 5,981 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,831,909 22,744 SH SOLE 22,744 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 4,999,875 17,720 SH SOLE 17,720 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 285,176 4,634 SH SOLE 4,634 0 0
INTERNATIONAL PAPER CO COM 460146103 427,112 9,205 SH SOLE 9,205 0 0
INTUIT COM 461202103 6,666,567 9,762 SH SOLE 9,762 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,644,024 5,912 SH SOLE 5,912 0 0
INVITATION HOMES INC COM 46187W107 296,057 10,094 SH SOLE 10,094 0 0
IONIS PHARMACEUTICALS INC COM 462222100 805,059 12,306 SH SOLE 12,306 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 377,302 173,872 SH SOLE 173,872 0 0
IQVIA HLDGS INC COM 46266C105 517,207 2,723 SH SOLE 2,723 0 0
IRON MTN INC DEL COM 46284V101 2,282,946 22,395 SH SOLE 22,395 0 0
ITRON INC COM 465741106 6,378,219 51,206 SH SOLE 51,206 0 0
JABIL INC COM 466313103 243,882 1,123 SH SOLE 1,123 0 0
JACOBS SOLUTIONS INC COM 46982L108 581,457 3,880 SH SOLE 3,880 0 0
JANUX THERAPEUTICS INC COM 47103J105 986,178 40,351 SH SOLE 40,351 0 0
JOHNSON & JOHNSON COM 478160104 7,574,963 40,853 SH SOLE 40,853 0 0
JOHNSON CTLS INTL PLC SHS G51502105 5,995,024 54,525 SH SOLE 54,525 0 0
JPMORGAN CHASE & CO. COM 46625H100 11,642,206 36,909 SH SOLE 36,909 0 0
KELLANOVA COM 487836108 217,845 2,656 SH SOLE 2,656 0 0
KENVUE INC COM 49177J102 567,011 34,936 SH SOLE 34,936 0 0
KEURIG DR PEPPER INC COM 49271V100 634,357 24,867 SH SOLE 24,867 0 0
KEYCORP COM 493267108 327,225 17,508 SH SOLE 17,508 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,266,771 7,242 SH SOLE 7,242 0 0
KIMBERLY-CLARK CORP COM 494368103 580,916 4,672 SH SOLE 4,672 0 0
KIMCO RLTY CORP COM 49446R109 256,082 11,720 SH SOLE 11,720 0 0
KINDER MORGAN INC DEL COM 49456B101 1,399,307 49,428 SH SOLE 49,428 0 0
KKR & CO INC COM 48251W104 1,395,403 10,738 SH SOLE 10,738 0 0
KLA CORP COM NEW 482480100 4,444,911 4,121 SH SOLE 4,121 0 0
KRAFT HEINZ CO COM 500754106 412,708 15,849 SH SOLE 15,849 0 0
KROGER CO COM 501044101 1,708,169 25,340 SH SOLE 25,340 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 907,984 2,973 SH SOLE 2,973 0 0
LABCORP HOLDINGS INC COM SHS 504922105 504,939 1,759 SH SOLE 1,759 0 0
LAM RESEARCH CORP COM NEW 512807306 4,831,782 36,085 SH SOLE 36,085 0 0
LAS VEGAS SANDS CORP COM 517834107 328,280 6,103 SH SOLE 6,103 0 0
LAUDER ESTEE COS INC CL A 518439104 407,643 4,626 SH SOLE 4,626 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 1,778,647 54,543 SH SOLE 54,543 0 0
LEIDOS HOLDINGS INC COM 525327102 385,478 2,040 SH SOLE 2,040 0 0
LENNAR CORP CL A 526057104 1,160,576 9,208 SH SOLE 9,208 0 0
LINDE PLC SHS G54950103 9,642,975 20,301 SH SOLE 20,301 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 383,336 2,346 SH SOLE 2,346 0 0
LOCKHEED MARTIN CORP COM 539830109 1,672,354 3,350 SH SOLE 3,350 0 0
LOEWS CORP COM 540424108 220,155 2,193 SH SOLE 2,193 0 0
LOWES COS INC COM 548661107 3,709,587 14,761 SH SOLE 14,761 0 0
M & T BK CORP COM 55261F104 389,311 1,970 SH SOLE 1,970 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 743,488 1,621 SH SOLE 1,621 0 0
MARATHON PETE CORP COM 56585A102 872,727 4,528 SH SOLE 4,528 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,971,010 7,568 SH SOLE 7,568 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,842,186 9,141 SH SOLE 9,141 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,894,622 3,006 SH SOLE 3,006 0 0
MASCO CORP COM 574599106 236,581 3,361 SH SOLE 3,361 0 0
MASIMO CORP COM 574795100 661,319 4,482 SH SOLE 4,482 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,486,645 14,920 SH SOLE 14,920 0 0
MCCORMICK & CO INC COM NON VTG 579780206 257,938 3,855 SH SOLE 3,855 0 0
MCDONALDS CORP COM 580135101 4,090,056 13,459 SH SOLE 13,459 0 0
MCKESSON CORP COM 58155Q103 2,420,368 3,133 SH SOLE 3,133 0 0
MEDTRONIC PLC SHS G5960L103 3,459,593 36,325 SH SOLE 36,325 0 0
MERCK & CO INC COM 58933Y105 6,608,061 78,733 SH SOLE 78,733 0 0
MERUS N V COM N5749R100 3,119,566 33,134 SH SOLE 33,134 0 0
META PLATFORMS INC CL A 30303M102 12,512,366 17,038 SH SOLE 17,038 0 0
METLIFE INC COM 59156R108 664,726 8,070 SH SOLE 8,070 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 325,317 265 SH SOLE 265 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 665,127 10,357 SH SOLE 10,357 0 0
MICRON TECHNOLOGY INC COM 595112103 3,188,283 19,055 SH SOLE 19,055 0 0
MICROSOFT CORP COM 594918104 24,969,334 48,208 SH SOLE 48,208 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 656,638 8,957 SH SOLE 8,957 0 0
MONDELEZ INTL INC CL A 609207105 1,348,540 21,587 SH SOLE 21,587 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,183,022 1,285 SH SOLE 1,285 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 940,388 13,971 SH SOLE 13,971 0 0
MOODYS CORP COM 615369105 3,226,246 6,771 SH SOLE 6,771 0 0
MORGAN STANLEY COM NEW 617446448 3,471,210 21,837 SH SOLE 21,837 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,381,016 3,020 SH SOLE 3,020 0 0
MSCI INC COM 55354G100 2,791,657 4,920 SH SOLE 4,920 0 0
NASDAQ INC COM 631103108 655,415 7,410 SH SOLE 7,410 0 0
NETAPP INC COM 64110D104 436,051 3,681 SH SOLE 3,681 0 0
NETFLIX INC COM 64110L106 8,753,315 7,301 SH SOLE 7,301 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 513,510 3,658 SH SOLE 3,658 0 0
NEWMONT CORP COM 651639106 1,412,445 16,753 SH SOLE 16,753 0 0
NEWS CORP NEW CL A 65249B109 915,496 29,811 SH SOLE 29,811 0 0
NEWS CORP NEW CL B 65249B208 497,451 14,398 SH SOLE 14,398 0 0
NEXTERA ENERGY INC COM 65339F101 10,275,246 136,114 SH SOLE 136,114 0 0
NIKE INC CL B 654106103 1,259,463 18,062 SH SOLE 18,062 0 0
NISOURCE INC COM 65473P105 5,915,646 136,620 SH SOLE 136,620 0 0
NORFOLK SOUTHN CORP COM 655844108 1,011,180 3,366 SH SOLE 3,366 0 0
NORTHERN TR CORP COM 665859104 387,379 2,878 SH SOLE 2,878 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,352,690 2,220 SH SOLE 2,220 0 0
NRG ENERGY INC COM NEW 629377508 423,175 2,613 SH SOLE 2,613 0 0
NUCOR CORP COM 670346105 880,160 6,499 SH SOLE 6,499 0 0
NURIX THERAPEUTICS INC COM 67080M103 413,324 44,732 SH SOLE 44,732 0 0
NUVALENT INC COM 670703107 2,854,445 33,007 SH SOLE 33,007 0 0
NUVATION BIO INC COM CL A 67080N101 934,331 252,522 SH SOLE 252,522 0 0
NVENT ELECTRIC PLC SHS G6700G107 3,447,172 34,947 SH SOLE 34,947 0 0
NVIDIA CORPORATION COM 67066G104 31,801,628 170,445 SH SOLE 170,445 0 0
NVR INC COM 62944T105 337,456 42 SH SOLE 42 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,114,511 4,894 SH SOLE 4,894 0 0
OCCIDENTAL PETE CORP COM 674599105 610,659 12,924 SH SOLE 12,924 0 0
OGE ENERGY CORP COM 670837103 5,382,589 116,330 SH SOLE 116,330 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 430,787 3,060 SH SOLE 3,060 0 0
OMNICOM GROUP INC COM 681919106 397,622 4,877 SH SOLE 4,877 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,877,182 38,069 SH SOLE 38,069 0 0
ONEOK INC NEW COM 682680103 801,502 10,984 SH SOLE 10,984 0 0
ORACLE CORP COM 68389X105 8,026,871 28,541 SH SOLE 28,541 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,451,662 13,465 SH SOLE 13,465 0 0
OTIS WORLDWIDE CORP COM 68902V107 489,791 5,357 SH SOLE 5,357 0 0
PACCAR INC COM 693718108 755,982 7,689 SH SOLE 7,689 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 7,162,174 39,262 SH SOLE 39,262 0 0
PALO ALTO NETWORKS INC COM 697435105 2,132,309 10,472 SH SOLE 10,472 0 0
PARKER-HANNIFIN CORP COM 701094104 9,177,406 12,105 SH SOLE 12,105 0 0
PAYCHEX INC COM 704326107 628,603 4,959 SH SOLE 4,959 0 0
PAYPAL HLDGS INC COM 70450Y103 1,043,655 15,563 SH SOLE 15,563 0 0
PENTAIR PLC SHS G7S00T104 270,144 2,439 SH SOLE 2,439 0 0
PEPSICO INC COM 713448108 3,620,684 25,781 SH SOLE 25,781 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 3,098,831 29,785 SH SOLE 29,785 0 0
PFIZER INC COM 717081103 2,373,870 93,166 SH SOLE 93,166 0 0
PG&E CORP COM 69331C108 604,210 40,067 SH SOLE 40,067 0 0
PHILIP MORRIS INTL INC COM 718172109 4,766,734 29,388 SH SOLE 29,388 0 0
PHILLIPS 66 COM 718546104 940,034 6,911 SH SOLE 6,911 0 0
PINNACLE WEST CAP CORP COM 723484101 4,329,412 48,287 SH SOLE 48,287 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,251,593 6,229 SH SOLE 6,229 0 0
POWELL INDS INC COM 739128106 16,206,748 53,170 SH SOLE 53,170 0 0
PPG INDS INC COM 693506107 334,880 3,186 SH SOLE 3,186 0 0
PPL CORP COM 69351T106 3,952,709 106,370 SH SOLE 106,370 0 0
PRICE T ROWE GROUP INC COM 74144T108 270,456 2,635 SH SOLE 2,635 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 437,102 5,272 SH SOLE 5,272 0 0
PROCTER AND GAMBLE CO COM 742718109 6,409,971 41,718 SH SOLE 41,718 0 0
PROGRESSIVE CORP COM 743315103 2,249,961 9,111 SH SOLE 9,111 0 0
PROLOGIS INC. COM 74340W103 1,660,196 14,497 SH SOLE 14,497 0 0
PRUDENTIAL FINL INC COM 744320102 673,376 6,491 SH SOLE 6,491 0 0
PTC INC COM 69370C100 727,218 3,582 SH SOLE 3,582 0 0
PUBLIC STORAGE OPER CO COM 74460D109 678,798 2,350 SH SOLE 2,350 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 638,552 7,651 SH SOLE 7,651 0 0
PULTE GROUP INC COM 745867101 535,259 4,051 SH SOLE 4,051 0 0
QUALCOMM INC COM 747525103 3,171,321 19,063 SH SOLE 19,063 0 0
QUANTA SVCS INC COM 74762E102 9,150,394 22,080 SH SOLE 22,080 0 0
QUEST DIAGNOSTICS INC COM 74834L100 261,095 1,370 SH SOLE 1,370 0 0
RAYMOND JAMES FINL INC COM 754730109 754,952 4,374 SH SOLE 4,374 0 0
REALTY INCOME CORP COM 756109104 878,233 14,447 SH SOLE 14,447 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,019,952 5,371 SH SOLE 5,371 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 314,357 11,921 SH SOLE 11,921 0 0
RELAY THERAPEUTICS INC COM 75943R102 487,887 93,465 SH SOLE 93,465 0 0
REPLIMUNE GROUP INC COM 76029N106 180,028 42,966 SH SOLE 42,966 0 0
REPUBLIC SVCS INC COM 760759100 686,604 2,992 SH SOLE 2,992 0 0
RESMED INC COM 761152107 575,380 2,102 SH SOLE 2,102 0 0
REVOLUTION MEDICINES INC COM 76155X100 5,927,211 126,921 SH SOLE 126,921 0 0
ROBINHOOD MKTS INC COM CL A 770700102 1,688,522 11,793 SH SOLE 11,793 0 0
ROCKWELL AUTOMATION INC COM 773903109 10,566,991 30,232 SH SOLE 30,232 0 0
ROLLINS INC COM 775711104 243,007 4,137 SH SOLE 4,137 0 0
ROPER TECHNOLOGIES INC COM 776696106 795,909 1,596 SH SOLE 1,596 0 0
ROSS STORES INC COM 778296103 1,980,613 12,997 SH SOLE 12,997 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,561,921 4,827 SH SOLE 4,827 0 0
RTX CORPORATION COM 75513E101 4,295,696 25,672 SH SOLE 25,672 0 0
S&P GLOBAL INC COM 78409V104 4,694,318 9,645 SH SOLE 9,645 0 0
SALESFORCE INC COM 79466L302 4,197,507 17,711 SH SOLE 17,711 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 374,326 1,936 SH SOLE 1,936 0 0
SCHLUMBERGER LTD COM STK 806857108 900,941 26,213 SH SOLE 26,213 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103 345,699 9,283 SH SOLE 9,283 0 0
SCHRODINGER INC COM 80810D103 337,670 16,833 SH SOLE 16,833 0 0
SCHWAB CHARLES CORP COM 808513105 2,729,201 28,587 SH SOLE 28,587 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,056,605 4,476 SH SOLE 4,476 0 0
SEMPRA COM 816851109 994,639 11,054 SH SOLE 11,054 0 0
SERVICENOW INC COM 81762P102 3,451,970 3,751 SH SOLE 3,751 0 0
SHERWIN WILLIAMS CO COM 824348106 2,817,864 8,138 SH SOLE 8,138 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,839,541 9,802 SH SOLE 9,802 0 0
SMUCKER J M CO COM NEW 832696405 205,797 1,895 SH SOLE 1,895 0 0
SMURFIT WESTROCK PLC SHS G8267P108 262,870 6,175 SH SOLE 6,175 0 0
SOUTHERN CO COM 842587107 1,727,941 18,233 SH SOLE 18,233 0 0
SOUTHWEST AIRLS CO COM 844741108 296,540 9,293 SH SOLE 9,293 0 0
SPX TECHNOLOGIES INC COM 78473E103 6,656,279 35,637 SH SOLE 35,637 0 0
STANLEY BLACK & DECKER INC COM 854502101 206,117 2,773 SH SOLE 2,773 0 0
STARBUCKS CORP COM 855244109 1,451,905 17,162 SH SOLE 17,162 0 0
STATE STR CORP COM 857477103 447,915 3,861 SH SOLE 3,861 0 0
STEEL DYNAMICS INC COM 858119100 286,529 2,055 SH SOLE 2,055 0 0
STERIS PLC SHS USD G8473T100 302,867 1,224 SH SOLE 1,224 0 0
STRYKER CORPORATION COM 863667101 2,052,038 5,551 SH SOLE 5,551 0 0
SUMMIT THERAPEUTICS INC COM 86627T108 1,658,667 80,284 SH SOLE 80,284 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 278,915 5,818 SH SOLE 5,818 0 0
SYNCHRONY FINANCIAL COM 87165B103 454,933 6,403 SH SOLE 6,403 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 1,693,365 110,066 SH SOLE 110,066 0 0
SYNOPSYS INC COM 871607107 3,638,751 7,375 SH SOLE 7,375 0 0
SYSCO CORP COM 871829107 759,339 9,222 SH SOLE 9,222 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,954,325 17,739 SH SOLE 17,739 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 649,259 2,513 SH SOLE 2,513 0 0
TAPESTRY INC COM 876030107 654,298 5,779 SH SOLE 5,779 0 0
TARGA RES CORP COM 87612G101 513,007 3,062 SH SOLE 3,062 0 0
TARGET CORP COM 87612E106 717,421 7,998 SH SOLE 7,998 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 975,591 4,444 SH SOLE 4,444 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 456,525 779 SH SOLE 779 0 0
TERADYNE INC COM 880770102 288,493 2,096 SH SOLE 2,096 0 0
TEREX CORP NEW COM 880779103 7,172,150 139,808 SH SOLE 139,808 0 0
TESLA INC COM 88160R101 13,690,705 30,785 SH SOLE 30,785 0 0
TEXAS INSTRS INC COM 882508104 2,803,720 15,260 SH SOLE 15,260 0 0
TEXTRON INC COM 883203101 292,758 3,465 SH SOLE 3,465 0 0
THE CIGNA GROUP COM 125523100 1,188,167 4,122 SH SOLE 4,122 0 0
THE TRADE DESK INC COM CL A 88339J105 357,675 7,298 SH SOLE 7,298 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,798,040 14,016 SH SOLE 14,016 0 0
TIMKEN CO COM 887389104 8,168,307 108,650 SH SOLE 108,650 0 0
TJX COS INC NEW COM 872540109 2,775,313 19,201 SH SOLE 19,201 0 0
T-MOBILE US INC COM 872590104 1,786,254 7,462 SH SOLE 7,462 0 0
TRACTOR SUPPLY CO COM 892356106 536,512 9,434 SH SOLE 9,434 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,980,258 4,693 SH SOLE 4,693 0 0
TRANSDIGM GROUP INC COM 893641100 1,117,681 848 SH SOLE 848 0 0
TRAVELERS COMPANIES INC COM 89417E109 942,368 3,375 SH SOLE 3,375 0 0
TRIMBLE INC COM 896239100 301,615 3,694 SH SOLE 3,694 0 0
TRUIST FINL CORP COM 89832Q109 1,029,020 22,507 SH SOLE 22,507 0 0
TYLER TECHNOLOGIES INC COM 902252105 269,427 515 SH SOLE 515 0 0
TYSON FOODS INC CL A 902494103 269,002 4,954 SH SOLE 4,954 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,689,060 37,655 SH SOLE 37,655 0 0
UDR INC COM 902653104 201,092 5,397 SH SOLE 5,397 0 0
ULTA BEAUTY INC COM 90384S303 522,146 955 SH SOLE 955 0 0
UNION PAC CORP COM 907818108 2,347,154 9,930 SH SOLE 9,930 0 0
UNIQURE NV SHS N90064101 364,813 6,250 SH SOLE 6,250 0 0
UNITED AIRLS HLDGS INC COM 910047109 577,939 5,989 SH SOLE 5,989 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,077,370 12,898 SH SOLE 12,898 0 0
UNITED RENTALS INC COM 911363109 926,020 970 SH SOLE 970 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,261,993 23,927 SH SOLE 23,927 0 0
UROGEN PHARMA LTD COM M96088105 1,006,637 50,458 SH SOLE 50,458 0 0
US BANCORP DEL COM NEW 902973304 1,287,946 26,649 SH SOLE 26,649 0 0
US FOODS HLDG CORP COM 912008109 1,106,163 14,437 SH SOLE 14,437 0 0
VALERO ENERGY CORP COM 91913Y100 1,668,548 9,800 SH SOLE 9,800 0 0
VENTAS INC COM 92276F100 579,587 8,281 SH SOLE 8,281 0 0
VERALTO CORP COM SHS 92338C103 473,348 4,440 SH SOLE 4,440 0 0
VERISIGN INC COM 92343E102 286,000 1,023 SH SOLE 1,023 0 0
VERISK ANALYTICS INC COM 92345Y106 1,299,301 5,166 SH SOLE 5,166 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,500,134 79,639 SH SOLE 79,639 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,779,718 9,651 SH SOLE 9,651 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 4,958,919 32,871 SH SOLE 32,871 0 0
VIATRIS INC COM 92556V106 208,217 21,032 SH SOLE 21,032 0 0
VICI PPTYS INC COM 925652109 491,661 15,077 SH SOLE 15,077 0 0
VISA INC COM CL A 92826C839 13,064,271 38,269 SH SOLE 38,269 0 0
VISTRA CORP COM 92840M102 942,571 4,811 SH SOLE 4,811 0 0
VULCAN MATLS CO COM 929160109 7,198,000 23,399 SH SOLE 23,399 0 0
WABTEC COM 929740108 1,562,263 7,793 SH SOLE 7,793 0 0
WALMART INC COM 931142103 7,312,107 70,950 SH SOLE 70,950 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 800,984 41,013 SH SOLE 41,013 0 0
WASTE MGMT INC DEL COM 94106L109 1,276,177 5,779 SH SOLE 5,779 0 0
WATERS CORP COM 941848103 1,313,168 4,380 SH SOLE 4,380 0 0
WEC ENERGY GROUP INC COM 92939U106 597,358 5,213 SH SOLE 5,213 0 0
WELLS FARGO CO NEW COM 949746101 5,324,414 63,522 SH SOLE 63,522 0 0
WELLTOWER INC COM 95040Q104 1,819,522 10,214 SH SOLE 10,214 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 857,032 3,267 SH SOLE 3,267 0 0
WESTERN DIGITAL CORP COM 958102105 737,288 6,141 SH SOLE 6,141 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 313,841 12,660 SH SOLE 12,660 0 0
WILLIAMS COS INC COM 969457100 1,324,902 20,914 SH SOLE 20,914 0 0
WILLIAMS SONOMA INC COM 969904101 325,815 1,667 SH SOLE 1,667 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 461,521 1,336 SH SOLE 1,336 0 0
WORKDAY INC CL A 98138H101 765,521 3,180 SH SOLE 3,180 0 0
XCEL ENERGY INC COM 98389B100 4,394,941 54,494 SH SOLE 54,494 0 0
XYLEM INC COM 98419M100 496,633 3,367 SH SOLE 3,367 0 0
YUM BRANDS INC COM 988498101 651,624 4,287 SH SOLE 4,287 0 0
ZAI LAB LTD ADR 98887Q104 2,103,451 62,067 SH SOLE 62,067 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 225,842 760 SH SOLE 760 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 294,909 2,994 SH SOLE 2,994 0 0
ZOETIS INC CL A 98978V103 1,066,819 7,291 SH SOLE 7,291 0 0
ZYMEWORKS INC COM 98985Y108 1,087,364 63,663 SH SOLE 63,663 0 0