Meiji Yasuda Life Insurance 13F-HR Quarterly holdings report by institutional manager

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:	Oct 31, 2018
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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	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ABBOTT LABS	COM	002824100	2,367,053	20,927	SH		SOLE		20,927	0	0
ABBVIE INC	COM	00287Y109	4,262,135	23,985	SH		SOLE		23,985	0	0
ADOBE INC	COM	00724F101	8,556,533	19,242	SH		SOLE		19,242	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	10,705,014	88,625	SH		SOLE		88,625	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	569,736	4,241	SH		SOLE		4,241	0	0
AIRBNB INC	COM CL A	009066101	462,957	3,523	SH		SOLE		3,523	0	0
ALBEMARLE CORP	COM	012653101	249,374	2,897	SH		SOLE		2,897	0	0
ALIGN TECHNOLOGY INC	COM	016255101	504,803	2,421	SH		SOLE		2,421	0	0
ALPHABET INC CAP STK	CL C	02079K107	38,570,004	202,531	SH		SOLE		202,531	0	0
ALPHABET INC CAP STK	CL A	02079K305	19,648,204	103,794	SH		SOLE		103,794	0	0
ALTRIA GROUP INC	COM	02209S103	814,887	15,584	SH		SOLE		15,584	0	0
AMAZON COM INC	COM	023135106	68,088,564	310,354	SH		SOLE		310,354	0	0
AMERICAN EXPRESS CO	COM	025816109	2,412,903	8,130	SH		SOLE		8,130	0	0
AMERIPRISE FINL INC	COM	03076C106	1,346,515	2,529	SH		SOLE		2,529	0	0
AMETEK INC	COM	031100100	1,270,653	7,049	SH		SOLE		7,049	0	0
AMGEN INC	COM	031162100	6,045,284	23,194	SH		SOLE		23,194	0	0
AMPHENOL CORP NEW	CL A	032095101	328,846	4,735	SH		SOLE		4,735	0	0
APPLE INC	COM	037833100	86,997,411	347,406	SH		SOLE		347,406	0	0
APPLIED MATLS INC	COM	038222105	8,575,317	52,729	SH		SOLE		52,729	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	9,104,781	31,103	SH		SOLE		31,103	0	0
BANK AMERICA CORP	COM	060505104	2,065,079	46,987	SH		SOLE		46,987	0	0
BECTON DICKINSON & CO	COM	075887109	863,921	3,808	SH		SOLE		3,808	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	4,269,898	9,420	SH		SOLE		9,420	0	0
BIOMARIN PHARMACEUTICAL INC	COM	09061G101	719,218	10,942	SH		SOLE		10,942	0	0
BOEING CO	COM	097023105	432,057	2,441	SH		SOLE		2,441	0	0
BOOKING HOLDINGS INC	COM	09857L108	4,198,315	845	SH		SOLE		845	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	16,429,789	183,943	SH		SOLE		183,943	0	0
BRIGHT HORIZONS FAM SOL IN D	COM	109194100	560,790	5,059	SH		SOLE		5,059	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	292,528	5,172	SH		SOLE		5,172	0	0
BROADCOM INC	COM	11135F101	10,459,462	45,115	SH		SOLE		45,115	0	0
THE CIGNA GROUP	COM	125523100	321,979	1,166	SH		SOLE		1,166	0	0
CME GROUP INC	COM	12572Q105	685,079	2,950	SH		SOLE		2,950	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	5,453,349	18,150	SH		SOLE		18,150	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	1,813,600	26,569	SH		SOLE		26,569	0	0
CATERPILLAR INC	COM	149123101	1,906,667	5,256	SH		SOLE		5,256	0	0
DAYFORCE INC	COM	15677J108	377,728	5,200	SH		SOLE		5,200	0	0
CHEVRON CORP NEW	COM	166764100	1,452,021	10,025	SH		SOLE		10,025	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	9,264,613	153,642	SH		SOLE		153,642	0	0
CISCO SYS INC	COM	17275R102	261,960	4,425	SH		SOLE		4,425	0	0
CINTAS CORP	COM	172908105	1,116,114	6,109	SH		SOLE		6,109	0	0
CITIGROUP INC	COM NEW	172967424	2,764,497	39,274	SH		SOLE		39,274	0	0
COCA COLA CO	COM	191216100	10,291,080	165,292	SH		SOLE		165,292	0	0
COLGATE PALMOLIVE CO	COM	194162103	1,684,744	18,532	SH		SOLE		18,532	0	0
CONOCOPHILLIPS	COM	20825C104	703,214	7,091	SH		SOLE		7,091	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	905,216	4,096	SH		SOLE		4,096	0	0
CONSTELLATION ENERGY CORP	COM	21037T109	1,294,833	5,788	SH		SOLE		5,788	0	0
CORTEVA INC	COM	22052L104	943,428	16,563	SH		SOLE		16,563	0	0
COSTCO WHSL CORP NEW	COM	22160K105	9,971,766	10,883	SH		SOLE		10,883	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	1,467,866	4,290	SH		SOLE		4,290	0	0
DANAHER CORPORATION	COM	235851102	2,076,280	9,045	SH		SOLE		9,045	0	0
DARLING INGREDIENTS INC	COM	237266101	229,092	6,800	SH		SOLE		6,800	0	0
DATADOG INC	CL A COM	23804L103	685,872	4,800	SH		SOLE		4,800	0	0
DEERE & CO	COM	244199105	9,073,112	21,414	SH		SOLE		21,414	0	0
DISNEY WALT CO	COM	254687106	9,207,532	82,690	SH		SOLE		82,690	0	0
DOCUSIGN INC	COM	256163106	1,364,929	15,176	SH		SOLE		15,176	0	0
DYNATRACE INC	COM NEW	268150109	625,025	11,500	SH		SOLE		11,500	0	0
EOG RES INC	COM	26875P101	2,628,483	21,443	SH		SOLE		21,443	0	0
ECOLAB INC	COM	278865100	1,441,771	6,153	SH		SOLE		6,153	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	656,350	8,866	SH		SOLE		8,866	0	0
EMERSON ELEC CO	COM	291011104	1,550,736	12,513	SH		SOLE		12,513	0	0
EQUITABLE HLDGS INC	COM	29452E101	287,784	6,101	SH		SOLE		6,101	0	0
EXACT SCIENCES CORP	COM	30063P105	391,757	6,972	SH		SOLE		6,972	0	0
EXXON MOBIL CORP	COM	30231G102	2,989,155	27,788	SH		SOLE		27,788	0	0
META PLATFORMS INC	CL A	30303M102	40,960,523	69,957	SH		SOLE		69,957	0	0
FISERV INC	COM	337738108	561,824	2,735	SH		SOLE		2,735	0	0
FORTINET INC	COM	34959E109	479,958	5,080	SH		SOLE		5,080	0	0
FORTIVE CORP	COM	34959J108	520,200	6,936	SH		SOLE		6,936	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	771,463	20,259	SH		SOLE		20,259	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	1,803,583	6,354	SH		SOLE		6,354	0	0
GE AEROSPACE	COM NEW	369604301	15,362,026	92,104	SH		SOLE		92,104	0	0
GILEAD SCIENCES INC	COM	375558103	283,484	3,069	SH		SOLE		3,069	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	14,313,210	24,996	SH		SOLE		24,996	0	0
GRAINGER W W INC	COM	384802104	1,421,913	1,349	SH		SOLE		1,349	0	0
HCA HEALTHCARE INC	COM	40412C101	1,983,691	6,609	SH		SOLE		6,609	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	1,125,617	10,289	SH		SOLE		10,289	0	0
HEICO CORP NEW	CL A	422806208	2,012,269	10,814	SH		SOLE		10,814	0	0
HOME DEPOT INC	COM	437076102	13,965,519	35,902	SH		SOLE		35,902	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	470,062	26,830	SH		SOLE		26,830	0	0
HOWMET AEROSPACE INC	COM	443201108	1,209,413	11,058	SH		SOLE		11,058	0	0
ILLUMINA INC	COM	452327109	266,191	1,992	SH		SOLE		1,992	0	0
INCYTE CORP	COM	45337C102	952,199	13,786	SH		SOLE		13,786	0	0
INSULET CORP	COM	45784P101	8,279,835	31,715	SH		SOLE		31,715	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	10,798,904	72,471	SH		SOLE		72,471	0	0
INTUIT	COM	461202103	12,705,756	20,216	SH		SOLE		20,216	0	0
INTUITIVE SURGICAL INC	COM NEW	46120E602	3,051,378	5,846	SH		SOLE		5,846	0	0
INVITATION HOMES INC	COM	46187W107	834,865	26,114	SH		SOLE		26,114	0	0
IQVIA HLDGS INC	COM	46266C105	258,018	1,313	SH		SOLE		1,313	0	0
ISHARES TR	CORE S&P500 ETF	464287200	634,896,678	1,078,509	SH		SOLE		1,078,509	0	0
ISHARES TR	IBOXX INV CP ETF	464287242	2,042,820,117	19,120,368	SH		SOLE		19,120,368	0	0
ISHARES TR	CORE HIGH DV ETF	46429B663	337,697,389	3,008,172	SH		SOLE		3,008,172	0	0
JPMORGAN CHASE & CO.	COM	46625H100	30,274,654	126,297	SH		SOLE		126,297	0	0
JOHNSON & JOHNSON	COM	478160104	3,726,134	25,765	SH		SOLE		25,765	0	0
KLA CORP	COM NEW	482480100	754,884	1,198	SH		SOLE		1,198	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	1,044,898	6,505	SH		SOLE		6,505	0	0
ELI LILLY & CO	COM	532457108	21,981,928	28,474	SH		SOLE		28,474	0	0
LOCKHEED MARTIN CORP	COM	539830109	877,608	1,806	SH		SOLE		1,806	0	0
MARATHON PETE CORP	COM	56585A102	1,085,171	7,779	SH		SOLE		7,779	0	0
MARVELL TECHNOLOGY INC	COM	573874104	607,475	5,500	SH		SOLE		5,500	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	13,802,453	26,212	SH		SOLE		26,212	0	0
MCDONALDS CORP	COM	580135101	878,367	3,030	SH		SOLE		3,030	0	0
MCKESSON CORP	COM	58155Q103	1,657,298	2,908	SH		SOLE		2,908	0	0
MERCADOLIBRE INC	COM	58733R102	1,698,740	999	SH		SOLE		999	0	0
MERCK & CO INC	COM	58933Y105	9,442,144	94,915	SH		SOLE		94,915	0	0
METLIFE INC	COM	59156R108	748,629	9,143	SH		SOLE		9,143	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	582,472	476	SH		SOLE		476	0	0
MICROSOFT CORP	COM	594918104	93,886,596	222,744	SH		SOLE		222,744	0	0
MICRON TECHNOLOGY INC	COM	595112103	11,240,662	133,563	SH		SOLE		133,563	0	0
MOLSON COORS BEVERAGE CO	CL B	60871R209	377,968	6,594	SH		SOLE		6,594	0	0
MONDELEZ INTL INC	CL A	609207105	5,180,502	86,732	SH		SOLE		86,732	0	0
MONOLITHIC PWR SYS INC	COM	609839105	829,563	1,402	SH		SOLE		1,402	0	0
MORGAN STANLEY	COM NEW	617446448	1,076,163	8,560	SH		SOLE		8,560	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	2,494,655	5,397	SH		SOLE		5,397	0	0
NVR INC	COM	62944T105	1,022,363	125	SH		SOLE		125	0	0
NETFLIX INC	COM	64110L106	15,213,050	17,068	SH		SOLE		17,068	0	0
NEXTERA ENERGY INC	COM	65339F101	3,146,689	43,893	SH		SOLE		43,893	0	0
NVIDIA CORPORATION	COM	67066G104	96,952,411	721,963	SH		SOLE		721,963	0	0
OREILLY AUTOMOTIVE INC	COM	67103H107	1,158,527	977	SH		SOLE		977	0	0
ON SEMICONDUCTOR CORP	COM	682189105	473,316	7,507	SH		SOLE		7,507	0	0
ORACLE CORP	COM	68389X105	3,306,804	19,844	SH		SOLE		19,844	0	0
PACKAGING CORP AMER	COM	695156109	299,423	1,330	SH		SOLE		1,330	0	0
PALO ALTO NETWORKS INC	COM	697435105	1,912,036	10,508	SH		SOLE		10,508	0	0
PAYPAL HLDGS INC	COM	70450Y103	1,066,960	12,501	SH		SOLE		12,501	0	0
PEPSICO INC	COM	713448108	2,770,837	18,222	SH		SOLE		18,222	0	0
PHILIP MORRIS INTL INC	COM	718172109	2,205,775	18,328	SH		SOLE		18,328	0	0
PINTEREST INC	CL A	72352L106	1,285,135	44,315	SH		SOLE		44,315	0	0
PROCTER AND GAMBLE CO	COM	742718109	12,698,146	75,742	SH		SOLE		75,742	0	0
PROGRESSIVE CORP	COM	743315103	12,748,690	53,206	SH		SOLE		53,206	0	0
PROLOGIS INC.	COM	74340W103	2,108,926	19,952	SH		SOLE		19,952	0	0
QUALCOMM INC	COM	747525103	674,545	4,391	SH		SOLE		4,391	0	0
QUANTA SVCS INC	COM	74762E102	2,596,035	8,214	SH		SOLE		8,214	0	0
RTX CORPORATION	COM	75513E101	778,333	6,726	SH		SOLE		6,726	0	0
REALTY INCOME CORP	COM	756109104	1,258,233	23,558	SH		SOLE		23,558	0	0
REGENERON PHARMACEUTICALS	COM	75886F107	621,152	872	SH		SOLE		872	0	0
REPUBLIC SVCS INC	COM	760759100	2,331,073	11,587	SH		SOLE		11,587	0	0
ROPER TECHNOLOGIES INC	COM	776696106	1,399,956	2,693	SH		SOLE		2,693	0	0
S&P GLOBAL INC	COM	78409V104	19,098,454	38,348	SH		SOLE		38,348	0	0
SPDR S&P 500 ETF TR TR	UNIT	78462F103	208,299,865	355,412	SH		SOLE		355,412	0	0
SS&C TECHNOLOGIES HLDGS INC	COM	78467J100	765,757	10,105	SH		SOLE		10,105	0	0
SPDR SER TR	PRTFLO S&P500 HI	78468R788	458,004,393	10,592,146	SH		SOLE		10,592,146	0	0
SALESFORCE INC	COM	79466L302	2,424,895	7,253	SH		SOLE		7,253	0	0
SCHLUMBERGER LTD	COM STK	806857108	1,829,930	47,729	SH		SOLE		47,729	0	0
SCHWAB CHARLES CORP	COM	808513105	1,485,899	20,077	SH		SOLE		20,077	0	0
SELECT SECTOR SPDR TR	SBI MATERIALS	81369Y100	15,856,772	188,457	SH		SOLE		188,457	0	0
SELECT SECTOR SPDR TR	ENERGY	81369Y506	26,576,872	310,260	SH		SOLE		310,260	0	0
SELECT SECTOR SPDR TR	RL EST SEL SEC	81369Y860	17,453,815	429,157	SH		SOLE		429,157	0	0
SELECT SECTOR SPDR TR	SBI INT-UTILS	81369Y886	18,893,208	249,613	SH		SOLE		249,613	0	0
SEMPRA	COM	816851109	1,817,909	20,724	SH		SOLE		20,724	0	0
SERVICENOW INC	COM	81762P102	15,090,808	14,235	SH		SOLE		14,235	0	0
SHERWIN WILLIAMS CO	COM	824348106	542,868	1,597	SH		SOLE		1,597	0	0
SNOWFLAKE INC	CL A	833445109	1,229,876	7,965	SH		SOLE		7,965	0	0
SOUTHERN CO	COM	842587107	1,153,056	14,007	SH		SOLE		14,007	0	0
BLOCK INC	CL A	852234103	342,765	4,033	SH		SOLE		4,033	0	0
STRYKER CORPORATION	COM	863667101	1,779,727	4,943	SH		SOLE		4,943	0	0
SYNOPSYS INC	COM	871607107	2,280,707	4,699	SH		SOLE		4,699	0	0
TJX COS INC NEW	COM	872540109	8,643,956	71,550	SH		SOLE		71,550	0	0
T-MOBILE US INC	COM	872590104	1,967,146	8,912	SH		SOLE		8,912	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	2,360,006	11,950	SH		SOLE		11,950	0	0
TARGA RES CORP	COM	87612G101	428,222	2,399	SH		SOLE		2,399	0	0
TESLA INC	COM	88160R101	29,466,186	72,965	SH		SOLE		72,965	0	0
TEXAS INSTRS INC	COM	882508104	645,597	3,443	SH		SOLE		3,443	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	7,626,572	14,660	SH		SOLE		14,660	0	0
TRADEWEB MKTS INC	CL A	892672106	2,088,305	15,951	SH		SOLE		15,951	0	0
TRAVELERS COMPANIES INC	COM	89417E109	1,049,558	4,357	SH		SOLE		4,357	0	0
US BANCORP DEL	COM NEW	902973304	1,909,278	39,918	SH		SOLE		39,918	0	0
UBER TECHNOLOGIES INC	COM	90353T100	12,636,497	209,491	SH		SOLE		209,491	0	0
UNION PAC CORP	COM	907818108	2,167,520	9,505	SH		SOLE		9,505	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	712,969	5,654	SH		SOLE		5,654	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	22,248,229	43,981	SH		SOLE		43,981	0	0
VANGUARD WHITEHALL FDS	HIGH DIV YLD	921946406	81,705,957	640,379	SH		SOLE		640,379	0	0
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	92206C813	211,851,740	2,833,000	SH		SOLE		2,833,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	1,699,775	42,505	SH		SOLE		42,505	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	10,219,318	25,377	SH		SOLE		25,377	0	0
VICI PPTYS INC	COM	925652109	1,964,986	67,271	SH		SOLE		67,271	0	0
VISA INC	COM CL A	92826C839	25,211,459	79,773	SH		SOLE		79,773	0	0
VULCAN MATLS CO	COM	929160109	2,049,351	7,967	SH		SOLE		7,967	0	0
WALMART INC	COM	931142103	24,776,319	274,226	SH		SOLE		274,226	0	0
WASTE MGMT INC DEL	COM	94106L109	12,965,411	64,252	SH		SOLE		64,252	0	0
WELLS FARGO CO NEW	COM	949746101	3,158,623	44,969	SH		SOLE		44,969	0	0
WELLTOWER INC	COM	95040Q104	3,154,405	25,029	SH		SOLE		25,029	0	0
WILLIAMS COS INC	COM	969457100	1,332,326	24,618	SH		SOLE		24,618	0	0
WORKDAY INC	CL A	98138H101	289,768	1,123	SH		SOLE		1,123	0	0
XYLEM INC	COM	98419M100	1,729,046	14,903	SH		SOLE		14,903	0	0
ZOETIS INC	CL A	98978V103	7,483,375	45,930	SH		SOLE		45,930	0	0
ZSCALER INC	COM	98980G102	941,379	5,218	SH		SOLE		5,218	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	1,689,999	4,804	SH		SOLE		4,804	0	0
EATON CORP PLC	SHS	G29183103	15,991,488	48,186	SH		SOLE		48,186	0	0
LINDE PLC	SHS	G54950103	3,304,144	7,892	SH		SOLE		7,892	0	0
TRANE TECHNOLOGIES PLC	SHS	G8994E103	449,130	1,216	SH		SOLE		1,216	0	0
CHUBB LIMITED	COM	H1467J104	11,242,094	40,688	SH		SOLE		40,688	0	0
GARMIN LTD	SHS	H2906T109	434,796	2,108	SH		SOLE		2,108	0	0
ROYAL CARIBBEAN GROUP	COM	V7780T103	692,070	3,000	SH		SOLE		3,000	0	0
CARLISLE COS INC	COM	142339100	627,028	1,700	SH		SOLE		1,700	0	0
CF INDS HLDGS INC	COM	125269100	327,629	3,840	SH		SOLE		3,840	0	0
DAVITA INC	COM	23918K108	263,507	1,762	SH		SOLE		1,762	0	0
FEDEX CORP	COM	31428X106	731,458	2,600	SH		SOLE		2,600	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	761,661	9,430	SH		SOLE		9,430	0	0
GAMING & LEISURE PPTYS INC	COM	36467J108	238,392	4,950	SH		SOLE		4,950	0	0
HUNTINGTON BANCSHARES INC	COM	446150104	1,676,624	103,050	SH		SOLE		103,050	0	0
MONGODB INC	CL A	60937P106	683,763	2,937	SH		SOLE		2,937	0	0
NORDSON CORP	COM	655663102	209,240	1,000	SH		SOLE		1,000	0	0
PRUDENTIAL FINL INC	COM	744320102	662,583	5,590	SH		SOLE		5,590	0	0
RESMED INC	COM	761152107	310,104	1,356	SH		SOLE		1,356	0	0
VERISK ANALYTICS INC	COM	92345Y106	1,156,806	4,200	SH		SOLE		4,200	0	0
WEST PHARMACEUTICAL SVSC INC	COM	955306105	416,001	1,270	SH		SOLE		1,270	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	1,359,182	10,918	SH		SOLE		10,918	0	0
DECKERS OUTDOOR CORP	COM	243537107	8,412,800	41,424	SH		SOLE		41,424	0	0
FAIR ISAAC CORP	COM	303250104	1,210,485	608	SH		SOLE		608	0	0
ARM HOLDINGS PLC	SPONSORED ADS	042068205	1,059,046	8,585	SH		SOLE		8,585	0	0
CENCORA INC	COM	03073E105	259,505	1,155	SH		SOLE		1,155	0	0
PUBLIC SVC ENTERPRISE GRP IN	COM	744573106	963,186	11,400	SH		SOLE		11,400	0	0
PULTE GROUP INC	COM	745867101	1,402,088	12,875	SH		SOLE		12,875	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	2,732,093	24,048	SH		SOLE		24,048	0	0
CELSIUS HLDGS INC	COM NEW	15118V207	234,426	8,900	SH		SOLE		8,900	0	0
NEUROCRINE BIOSCIENCES INC	COM	64125C109	791,700	5,800	SH		SOLE		5,800	0	0
SEI INVTS CO	COM	784117103	378,666	4,591	SH		SOLE		4,591	0	0
APPLOVIN CORP	COM CL A	03831W108	829,652	2,562	SH		SOLE		2,562	0	0
BAKER HUGHES COMPANY	CL A	05722G100	743,652	18,129	SH		SOLE		18,129	0	0
CRH PLC	ORD	G25508105	433,919	4,690	SH		SOLE		4,690	0	0
GE VERNOVA INC	COM	36828A101	4,188,924	12,735	SH		SOLE		12,735	0	0
LEIDOS HOLDINGS INC	COM	525327102	298,925	2,075	SH		SOLE		2,075	0	0
WABTEC	COM	929740108	684,420	3,610	SH		SOLE		3,610	0	0
CARLYLE GROUP INC	COM	14316J108	686,664	13,600	SH		SOLE		13,600	0	0
DTE ENERGY CO	COM	233331107	660,140	5,467	SH		SOLE		5,467	0	0
KKR & CO INC	COM	48251W104	745,466	5,040	SH		SOLE		5,040	0	0
LAM RESEARCH CORP	COM NEW	512807306	1,170,126	16,200	SH		SOLE		16,200	0	0
SMURFIT WESTROCK PLC	SHS	G8267P108	1,562,909	29,018	SH		SOLE		29,018	0	0
APTIV PLC	COM SHS	G3265R107	1,183,291	19,565	SH		SOLE		19,565	0	0
ARISTA NETWORKS INC	COM SHS	040413205	3,102,688	28,071	SH		SOLE		28,071	0	0
BALL CORP	COM	058498106	210,597	3,820	SH		SOLE		3,820	0	0
BLACKROCK INC	COM	09290D101	3,354,160	3,272	SH		SOLE		3,272	0	0
DELL TECHNOLOGIES INC	CL C	24703L202	414,864	3,600	SH		SOLE		3,600	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	709,497	27,900	SH		SOLE		27,900	0	0
FIDELITY NATIONAL FINANCIAL FNF GROUP	COM	31620R303	500,207	8,910	SH		SOLE		8,910	0	0
HYATT HOTELS CORP	COM CL A	448579102	753,504	4,800	SH		SOLE		4,800	0	0
OVINTIV INC	COM	69047Q102	349,515	8,630	SH		SOLE		8,630	0	0
PALANTIR TECHNOLOGIES INC	CL A	69608A108	1,037,644	13,720	SH		SOLE		13,720	0	0
THE TRADE DESK INC	COM CL A	88339J105	669,921	5,700	SH		SOLE		5,700	0	0
VANGUARD INDEX FDS S&P 500 ETF	SHS	922908363	25,333,769	47,018	SH		SOLE		47,018	0	0