The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
3M CO | COM | 88579Y101 | 21,221 | 192,045 | SH | SOLE | 0 | 0 | 192,045 | ||
ABBOTT LABS | COM | 002824100 | 60,165 | 621,800 | SH | SOLE | 0 | 0 | 621,800 | ||
ABBVIE INC | COM | 00287Y109 | 211,036 | 1,572,431 | SH | SOLE | 0 | 0 | 1,572,431 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 190,665 | 741,021 | SH | SOLE | 0 | 0 | 741,021 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 32,590 | 438,387 | SH | SOLE | 0 | 0 | 438,387 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 70,644 | 256,700 | SH | SOLE | 0 | 0 | 256,700 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 10,334 | 163,100 | SH | SOLE | 0 | 0 | 163,100 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 6,671 | 54,884 | SH | SOLE | 0 | 0 | 54,884 | ||
AIRBNB INC | COM CL A | 009066101 | 12,823 | 122,077 | SH | SOLE | 0 | 0 | 122,077 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 40,102 | 193,625 | SH | SOLE | 0 | 0 | 193,625 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 107,828 | 1,127,320 | SH | SOLE | 0 | 0 | 1,127,320 | ||
ALTRIA GROUP INC | COM | 02209S103 | 88,049 | 2,180,500 | SH | SOLE | 0 | 0 | 2,180,500 | ||
AMAZON COM INC | COM | 023135106 | 141,284 | 1,250,300 | SH | SOLE | 0 | 0 | 1,250,300 | ||
AMCOR PLC | ORD | G0250X107 | 5,386 | 502,000 | SH | SOLE | 0 | 0 | 502,000 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 30,994 | 229,029 | SH | SOLE | 0 | 0 | 229,029 | ||
AMETEK INC | COM | 031100100 | 2,957 | 26,072 | SH | SOLE | 0 | 0 | 26,072 | ||
AMGEN INC | COM | 031162100 | 125,883 | 558,486 | SH | SOLE | 0 | 0 | 558,486 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 2,806 | 41,900 | SH | SOLE | 0 | 0 | 41,900 | ||
APA CORPORATION | COM | 03743Q108 | 16,230 | 474,700 | SH | SOLE | 0 | 0 | 474,700 | ||
APPLE INC | COM | 037833100 | 175,706 | 1,271,388 | SH | SOLE | 0 | 0 | 1,271,388 | ||
APPLIED MATLS INC | COM | 038222105 | 7,846 | 95,768 | SH | SOLE | 0 | 0 | 95,768 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 19,799 | 246,100 | SH | SOLE | 0 | 0 | 246,100 | ||
ARISTA NETWORKS INC | COM | 040413106 | 734 | 6,500 | SH | SOLE | 0 | 0 | 6,500 | ||
ARROW ELECTRS INC | COM | 042735100 | 19,471 | 211,200 | SH | SOLE | 0 | 0 | 211,200 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 11,649 | 51,500 | SH | SOLE | 0 | 0 | 51,500 | ||
AUTOZONE INC | COM | 053332102 | 94,945 | 44,327 | SH | SOLE | 0 | 0 | 44,327 | ||
BATH & BODY WORKS INC | COM | 070830104 | 11,990 | 367,800 | SH | SOLE | 0 | 0 | 367,800 | ||
BERKLEY W R CORP | COM | 084423102 | 5,210 | 80,677 | SH | SOLE | 0 | 0 | 80,677 | ||
BEST BUY INC | COM | 086516101 | 31,255 | 493,447 | SH | SOLE | 0 | 0 | 493,447 | ||
BILL COM HLDGS INC | COM | 090043100 | 32,104 | 242,532 | SH | SOLE | 0 | 0 | 242,532 | ||
BIOGEN INC | COM | 09062X103 | 44,835 | 167,922 | SH | SOLE | 0 | 0 | 167,922 | ||
BLOCK INC | CL A | 852234103 | 19,473 | 354,123 | SH | SOLE | 0 | 0 | 354,123 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 39,904 | 432,100 | SH | SOLE | 0 | 0 | 432,100 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 132,331 | 1,861,457 | SH | SOLE | 0 | 0 | 1,861,457 | ||
BROADCOM INC | COM | 11135F101 | 70,508 | 158,799 | SH | SOLE | 0 | 0 | 158,799 | ||
C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 18,559 | 192,700 | SH | SOLE | 0 | 0 | 192,700 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 37,099 | 227,000 | SH | SOLE | 0 | 0 | 227,000 | ||
CAMPBELL SOUP CO | COM | 134429109 | 12,355 | 262,200 | SH | SOLE | 0 | 0 | 262,200 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 3,027 | 45,400 | SH | SOLE | 0 | 0 | 45,400 | ||
CARLISLE COS INC | COM | 142339100 | 5,833 | 20,800 | SH | SOLE | 0 | 0 | 20,800 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 789 | 22,200 | SH | SOLE | 0 | 0 | 22,200 | ||
CBRE GROUP INC | CL A | 12504L109 | 27,620 | 409,124 | SH | SOLE | 0 | 0 | 409,124 | ||
CENTENE CORP DEL | COM | 15135B101 | 37,855 | 486,500 | SH | SOLE | 0 | 0 | 486,500 | ||
CF INDS HLDGS INC | COM | 125269100 | 1,625 | 16,878 | SH | SOLE | 0 | 0 | 16,878 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 16,739 | 149,429 | SH | SOLE | 0 | 0 | 149,429 | ||
CHURCH & DWIGHT CO INC | COM | 171340102 | 27,111 | 379,499 | SH | SOLE | 0 | 0 | 379,499 | ||
CIGNA CORP NEW | COM | 125523100 | 10,211 | 36,800 | SH | SOLE | 0 | 0 | 36,800 | ||
CINTAS CORP | COM | 172908105 | 11,170 | 28,774 | SH | SOLE | 0 | 0 | 28,774 | ||
CISCO SYS INC | COM | 17275R102 | 61,867 | 1,546,676 | SH | SOLE | 0 | 0 | 1,546,676 | ||
CITRIX SYS INC | COM | 177376100 | 12,043 | 115,914 | SH | SOLE | 0 | 0 | 115,914 | ||
CLOROX CO DEL | COM | 189054109 | 8,321 | 64,809 | SH | SOLE | 0 | 0 | 64,809 | ||
CMS ENERGY CORP | COM | 125896100 | 10,099 | 173,400 | SH | SOLE | 0 | 0 | 173,400 | ||
COCA COLA CO | COM | 191216100 | 15,131 | 270,100 | SH | SOLE | 0 | 0 | 270,100 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 53,430 | 930,180 | SH | SOLE | 0 | 0 | 930,180 | ||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 6,649 | 103,098 | SH | SOLE | 0 | 0 | 103,098 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 67,341 | 958,596 | SH | SOLE | 0 | 0 | 958,596 | ||
CONAGRA BRANDS INC | COM | 205887102 | 708 | 21,700 | SH | SOLE | 0 | 0 | 21,700 | ||
CONSOLIDATED EDISON INC | COM | 209115104 | 15,214 | 177,400 | SH | SOLE | 0 | 0 | 177,400 | ||
CORTEVA INC | COM | 22052L104 | 6,475 | 113,300 | SH | SOLE | 0 | 0 | 113,300 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 108,675 | 230,112 | SH | SOLE | 0 | 0 | 230,112 | ||
COTERRA ENERGY INC | COM | 127097103 | 3,296 | 126,200 | SH | SOLE | 0 | 0 | 126,200 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 20,285 | 123,081 | SH | SOLE | 0 | 0 | 123,081 | ||
CSX CORP | COM | 126408103 | 5,147 | 193,200 | SH | SOLE | 0 | 0 | 193,200 | ||
CVS HEALTH CORP | COM | 126650100 | 157,270 | 1,649,046 | SH | SOLE | 0 | 0 | 1,649,046 | ||
DANAHER CORPORATION | COM | 235851102 | 189,610 | 734,099 | SH | SOLE | 0 | 0 | 734,099 | ||
DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 9,055 | 170,600 | SH | SOLE | 0 | 0 | 170,600 | ||
DATADOG INC | CL A COM | 23804L103 | 50,042 | 563,661 | SH | SOLE | 0 | 0 | 563,661 | ||
DAVITA INC | COM | 23918K108 | 12,503 | 151,056 | SH | SOLE | 0 | 0 | 151,056 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 5,267 | 87,600 | SH | SOLE | 0 | 0 | 87,600 | ||
DOCUSIGN INC | COM | 256163106 | 7,376 | 137,946 | SH | SOLE | 0 | 0 | 137,946 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 75,536 | 314,915 | SH | SOLE | 0 | 0 | 314,915 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 36,731 | 118,410 | SH | SOLE | 0 | 0 | 118,410 | ||
DOORDASH INC | CL A | 25809K105 | 10,982 | 222,082 | SH | SOLE | 0 | 0 | 222,082 | ||
DROPBOX INC | CL A | 26210C104 | 2,008 | 96,900 | SH | SOLE | 0 | 0 | 96,900 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 149,071 | 1,804,080 | SH | SOLE | 0 | 0 | 1,804,080 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 8,748 | 75,601 | SH | SOLE | 0 | 0 | 75,601 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 160,082 | 352,417 | SH | SOLE | 0 | 0 | 352,417 | ||
EMERSON ELEC CO | COM | 291011104 | 3,148 | 42,997 | SH | SOLE | 0 | 0 | 42,997 | ||
EQUINIX INC | COM | 29444U700 | 121,088 | 212,869 | SH | SOLE | 0 | 0 | 212,869 | ||
ETSY INC | COM | 29786A106 | 18,531 | 185,070 | SH | SOLE | 0 | 0 | 185,070 | ||
EVERSOURCE ENERGY | COM | 30040W108 | 3,383 | 43,400 | SH | SOLE | 0 | 0 | 43,400 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 12,045 | 136,397 | SH | SOLE | 0 | 0 | 136,397 | ||
EXTRA SPACE STORAGE INC | COM | 30225T102 | 13,057 | 75,600 | SH | SOLE | 0 | 0 | 75,600 | ||
EXXON MOBIL CORP | COM | 30231G102 | 23,278 | 266,610 | SH | SOLE | 0 | 0 | 266,610 | ||
FACTSET RESH SYS INC | COM | 303075105 | 6,802 | 17,000 | SH | SOLE | 0 | 0 | 17,000 | ||
FAIR ISAAC CORP | COM | 303250104 | 6,263 | 15,200 | SH | SOLE | 0 | 0 | 15,200 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 12,032 | 1,614,995 | SH | SOLE | 0 | 0 | 1,614,995 | ||
FASTENAL CO | COM | 311900104 | 61,162 | 1,328,455 | SH | SOLE | 0 | 0 | 1,328,455 | ||
FIRSTENERGY CORP | COM | 337932107 | 944 | 25,500 | SH | SOLE | 0 | 0 | 25,500 | ||
FORTINET INC | COM | 34959E109 | 39,260 | 799,105 | SH | SOLE | 0 | 0 | 799,105 | ||
FOX CORP | CL A COM | 35137L105 | 27,468 | 895,300 | SH | SOLE | 0 | 0 | 895,300 | ||
GARTNER INC | COM | 366651107 | 24,702 | 89,278 | SH | SOLE | 0 | 0 | 89,278 | ||
GENERAL MLS INC | COM | 370334104 | 61,517 | 802,990 | SH | SOLE | 0 | 0 | 802,990 | ||
GENUINE PARTS CO | COM | 372460105 | 43,198 | 289,300 | SH | SOLE | 0 | 0 | 289,300 | ||
GILEAD SCIENCES INC | COM | 375558103 | 134,032 | 2,172,665 | SH | SOLE | 0 | 0 | 2,172,665 | ||
GRAINGER W W INC | COM | 384802104 | 45,992 | 94,016 | SH | SOLE | 0 | 0 | 94,016 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 20,406 | 379,078 | SH | SOLE | 0 | 0 | 379,078 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 39,031 | 212,367 | SH | SOLE | 0 | 0 | 212,367 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 11,320 | 62,107 | SH | SOLE | 0 | 0 | 62,107 | ||
HENRY SCHEIN INC | COM | 806407102 | 16,442 | 249,985 | SH | SOLE | 0 | 0 | 249,985 | ||
HERSHEY CO | COM | 427866108 | 65,833 | 298,603 | SH | SOLE | 0 | 0 | 298,603 | ||
HOLOGIC INC | COM | 436440101 | 35,583 | 551,500 | SH | SOLE | 0 | 0 | 551,500 | ||
HOME DEPOT INC | COM | 437076102 | 135,152 | 489,789 | SH | SOLE | 0 | 0 | 489,789 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 3,627 | 58,600 | SH | SOLE | 0 | 0 | 58,600 | ||
HORMEL FOODS CORP | COM | 440452100 | 772 | 17,000 | SH | SOLE | 0 | 0 | 17,000 | ||
HP INC | COM | 40434L105 | 68,868 | 2,763,573 | SH | SOLE | 0 | 0 | 2,763,573 | ||
HUMANA INC | COM | 444859102 | 71,907 | 148,203 | SH | SOLE | 0 | 0 | 148,203 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 2,174 | 13,900 | SH | SOLE | 0 | 0 | 13,900 | ||
IDEX CORP | COM | 45167R104 | 6,747 | 33,761 | SH | SOLE | 0 | 0 | 33,761 | ||
IDEXX LABS INC | COM | 45168D104 | 47,599 | 146,100 | SH | SOLE | 0 | 0 | 146,100 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 8,321 | 46,063 | SH | SOLE | 0 | 0 | 46,063 | ||
INMODE LTD | SHS | M5425M103 | 7,100 | 243,900 | SH | SOLE | 0 | 0 | 243,900 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 47,179 | 397,100 | SH | SOLE | 0 | 0 | 397,100 | ||
INTERNATIONAL PAPER CO | COM | 460146103 | 5,884 | 185,600 | SH | SOLE | 0 | 0 | 185,600 | ||
IRON MTN INC DEL | COM | 46284V101 | 2,256 | 51,300 | SH | SOLE | 0 | 0 | 51,300 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 1,040 | 7,800 | SH | SOLE | 0 | 0 | 7,800 | ||
JOHNSON & JOHNSON | COM | 478160104 | 185,452 | 1,135,236 | SH | SOLE | 0 | 0 | 1,135,236 | ||
KELLOGG CO | COM | 487836108 | 33,601 | 482,357 | SH | SOLE | 0 | 0 | 482,357 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 8,543 | 238,500 | SH | SOLE | 0 | 0 | 238,500 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 14,871 | 94,500 | SH | SOLE | 0 | 0 | 94,500 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 13,836 | 122,940 | SH | SOLE | 0 | 0 | 122,940 | ||
KLA CORP | COM NEW | 482480100 | 31,879 | 105,341 | SH | SOLE | 0 | 0 | 105,341 | ||
KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 1,194 | 24,400 | SH | SOLE | 0 | 0 | 24,400 | ||
KRAFT HEINZ CO | COM | 500754106 | 1,291 | 38,700 | SH | SOLE | 0 | 0 | 38,700 | ||
KROGER CO | COM | 501044101 | 50,230 | 1,148,110 | SH | SOLE | 0 | 0 | 1,148,110 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 18,761 | 91,600 | SH | SOLE | 0 | 0 | 91,600 | ||
LAM RESEARCH CORP | COM | 512807108 | 6,771 | 18,500 | SH | SOLE | 0 | 0 | 18,500 | ||
LENNAR CORP | CL A | 526057104 | 22,477 | 301,500 | SH | SOLE | 0 | 0 | 301,500 | ||
LILLY ELI & CO | COM | 532457108 | 133,910 | 414,132 | SH | SOLE | 0 | 0 | 414,132 | ||
LKQ CORP | COM | 501889208 | 32,595 | 691,300 | SH | SOLE | 0 | 0 | 691,300 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 40,581 | 105,053 | SH | SOLE | 0 | 0 | 105,053 | ||
LOWES COS INC | COM | 548661107 | 118,311 | 629,951 | SH | SOLE | 0 | 0 | 629,951 | ||
LUMEN TECHNOLOGIES INC | COM | 550241103 | 4,549 | 624,800 | SH | SOLE | 0 | 0 | 624,800 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 5,812 | 77,200 | SH | SOLE | 0 | 0 | 77,200 | ||
MARATHON OIL CORP | COM | 565849106 | 2,773 | 122,800 | SH | SOLE | 0 | 0 | 122,800 | ||
MARATHON PETE CORP | COM | 56585A102 | 7,976 | 80,300 | SH | SOLE | 0 | 0 | 80,300 | ||
MASCO CORP | COM | 574599106 | 8,625 | 184,731 | SH | SOLE | 0 | 0 | 184,731 | ||
MCDONALDS CORP | COM | 580135101 | 18,575 | 80,500 | SH | SOLE | 0 | 0 | 80,500 | ||
MCKESSON CORP | COM | 58155Q103 | 53,979 | 158,822 | SH | SOLE | 0 | 0 | 158,822 | ||
MERCK & CO INC | COM | 58933Y105 | 132,087 | 1,533,750 | SH | SOLE | 0 | 0 | 1,533,750 | ||
META PLATFORMS INC | CL A | 30303M102 | 82,808 | 610,320 | SH | SOLE | 0 | 0 | 610,320 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 32,148 | 29,654 | SH | SOLE | 0 | 0 | 29,654 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 1,050 | 17,200 | SH | SOLE | 0 | 0 | 17,200 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 9,574 | 191,100 | SH | SOLE | 0 | 0 | 191,100 | ||
MICROSOFT CORP | COM | 594918104 | 134,523 | 577,600 | SH | SOLE | 0 | 0 | 577,600 | ||
MODERNA INC | COM | 60770K107 | 5,191 | 43,900 | SH | SOLE | 0 | 0 | 43,900 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 75,911 | 230,146 | SH | SOLE | 0 | 0 | 230,146 | ||
MONDELEZ INTL INC | CL A | 609207105 | 24,133 | 440,142 | SH | SOLE | 0 | 0 | 440,142 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 1,853 | 5,100 | SH | SOLE | 0 | 0 | 5,100 | ||
MOSAIC CO NEW | COM | 61945C103 | 2,876 | 59,500 | SH | SOLE | 0 | 0 | 59,500 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 6,338 | 28,300 | SH | SOLE | 0 | 0 | 28,300 | ||
NETAPP INC | COM | 64110D104 | 32,791 | 530,163 | SH | SOLE | 0 | 0 | 530,163 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 204,778 | 2,611,632 | SH | SOLE | 0 | 0 | 2,611,632 | ||
NORDSON CORP | COM | 655663102 | 5,646 | 26,600 | SH | SOLE | 0 | 0 | 26,600 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 3,998 | 8,500 | SH | SOLE | 0 | 0 | 8,500 | ||
NORTONLIFELOCK INC | COM | 668771108 | 17,280 | 858,000 | SH | SOLE | 0 | 0 | 858,000 | ||
NU HLDGS LTD | ORD SHS CL A | G6683N103 | 2,080 | 472,665 | SH | SOLE | 0 | 0 | 472,665 | ||
NUCOR CORP | COM | 670346105 | 25,341 | 236,852 | SH | SOLE | 0 | 0 | 236,852 | ||
NUTANIX INC | CL A | 67059N108 | 10,657 | 511,641 | SH | SOLE | 0 | 0 | 511,641 | ||
NVR INC | COM | 62944T105 | 4,920 | 1,234 | SH | SOLE | 0 | 0 | 1,234 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 2,994 | 20,300 | SH | SOLE | 0 | 0 | 20,300 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 4,596 | 74,800 | SH | SOLE | 0 | 0 | 74,800 | ||
OKTA INC | CL A | 679295105 | 13,656 | 240,126 | SH | SOLE | 0 | 0 | 240,126 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 7,488 | 30,100 | SH | SOLE | 0 | 0 | 30,100 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 2,294 | 36,800 | SH | SOLE | 0 | 0 | 36,800 | ||
OPEN TEXT CORP | COM | 683715106 | 4,222 | 159,700 | SH | SOLE | 0 | 0 | 159,700 | ||
ORACLE CORP | COM | 68389X105 | 39,837 | 652,317 | SH | SOLE | 0 | 0 | 652,317 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 72,952 | 103,721 | SH | SOLE | 0 | 0 | 103,721 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 39,511 | 619,300 | SH | SOLE | 0 | 0 | 619,300 | ||
OWENS CORNING NEW | COM | 690742101 | 6,202 | 78,900 | SH | SOLE | 0 | 0 | 78,900 | ||
PACKAGING CORP AMER | COM | 695156109 | 13,044 | 116,162 | SH | SOLE | 0 | 0 | 116,162 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 13,414 | 81,900 | SH | SOLE | 0 | 0 | 81,900 | ||
PAYCHEX INC | COM | 704326107 | 26,519 | 236,333 | SH | SOLE | 0 | 0 | 236,333 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 79,896 | 928,270 | SH | SOLE | 0 | 0 | 928,270 | ||
PEPSICO INC | COM | 713448108 | 153,707 | 941,484 | SH | SOLE | 0 | 0 | 941,484 | ||
PFIZER INC | COM | 717081103 | 78,282 | 1,788,892 | SH | SOLE | 0 | 0 | 1,788,892 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 74,004 | 891,502 | SH | SOLE | 0 | 0 | 891,502 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 155,889 | 1,234,763 | SH | SOLE | 0 | 0 | 1,234,763 | ||
PUBLIC STORAGE | COM | 74460D109 | 8,287 | 28,300 | SH | SOLE | 0 | 0 | 28,300 | ||
PULTE GROUP INC | COM | 745867101 | 21,188 | 565,021 | SH | SOLE | 0 | 0 | 565,021 | ||
QUALCOMM INC | COM | 747525103 | 37,542 | 332,290 | SH | SOLE | 0 | 0 | 332,290 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 30,246 | 246,525 | SH | SOLE | 0 | 0 | 246,525 | ||
RAYMOND JAMES FINL INC | COM | 754730109 | 2,994 | 30,300 | SH | SOLE | 0 | 0 | 30,300 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 50,976 | 74,000 | SH | SOLE | 0 | 0 | 74,000 | ||
REPUBLIC SVCS INC | COM | 760759100 | 29,428 | 216,321 | SH | SOLE | 0 | 0 | 216,321 | ||
RESMED INC | COM | 761152107 | 7,226 | 33,100 | SH | SOLE | 0 | 0 | 33,100 | ||
ROBERT HALF INTL INC | COM | 770323103 | 62,544 | 817,572 | SH | SOLE | 0 | 0 | 817,572 | ||
ROBINHOOD MKTS INC | COM CL A | 770700102 | 1,364 | 135,043 | SH | SOLE | 0 | 0 | 135,043 | ||
ROLLINS INC | COM | 775711104 | 19,352 | 558,017 | SH | SOLE | 0 | 0 | 558,017 | ||
RPM INTL INC | COM | 749685103 | 3,024 | 36,300 | SH | SOLE | 0 | 0 | 36,300 | ||
S&P GLOBAL INC | COM | 78409V104 | 126,354 | 413,800 | SH | SOLE | 0 | 0 | 413,800 | ||
SAMSARA INC | COM CL A | 79589L106 | 224 | 18,598 | SH | SOLE | 0 | 0 | 18,598 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 9,013 | 160,800 | SH | SOLE | 0 | 0 | 160,800 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 18,859 | 423,700 | SH | SOLE | 0 | 0 | 423,700 | ||
SERVICENOW INC | COM | 81762P102 | 137,677 | 364,600 | SH | SOLE | 0 | 0 | 364,600 | ||
SIRIUS XM HOLDINGS INC | COM | 82968B103 | 4,342 | 760,400 | SH | SOLE | 0 | 0 | 760,400 | ||
SMITH A O CORP | COM | 831865209 | 4,766 | 98,100 | SH | SOLE | 0 | 0 | 98,100 | ||
SMUCKER J M CO | COM NEW | 832696405 | 38,131 | 277,500 | SH | SOLE | 0 | 0 | 277,500 | ||
SNAP ON INC | COM | 833034101 | 42,550 | 211,324 | SH | SOLE | 0 | 0 | 211,324 | ||
SNOWFLAKE INC | CL A | 833445109 | 1,329 | 7,820 | SH | SOLE | 0 | 0 | 7,820 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 34,393 | 148,590 | SH | SOLE | 0 | 0 | 148,590 | ||
SOUTHERN CO | COM | 842587107 | 14,015 | 206,100 | SH | SOLE | 0 | 0 | 206,100 | ||
STEEL DYNAMICS INC | COM | 858119100 | 8,396 | 118,336 | SH | SOLE | 0 | 0 | 118,336 | ||
SYNOPSYS INC | COM | 871607107 | 44,520 | 145,725 | SH | SOLE | 0 | 0 | 145,725 | ||
SYSCO CORP | COM | 871829107 | 4,221 | 59,700 | SH | SOLE | 0 | 0 | 59,700 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 140,389 | 2,047,683 | SH | SOLE | 0 | 0 | 2,047,683 | ||
TARGET CORP | COM | 87612E106 | 69,209 | 466,400 | SH | SOLE | 0 | 0 | 466,400 | ||
TENABLE HLDGS INC | COM | 88025T102 | 19,632 | 564,132 | SH | SOLE | 0 | 0 | 564,132 | ||
TERADYNE INC | COM | 880770102 | 4,238 | 56,400 | SH | SOLE | 0 | 0 | 56,400 | ||
TEXAS INSTRS INC | COM | 882508104 | 226,467 | 1,463,155 | SH | SOLE | 0 | 0 | 1,463,155 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 251,554 | 495,976 | SH | SOLE | 0 | 0 | 495,976 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 5,874 | 31,600 | SH | SOLE | 0 | 0 | 31,600 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 1,461 | 9,534 | SH | SOLE | 0 | 0 | 9,534 | ||
TWILIO INC | CL A | 90138F102 | 13,809 | 199,727 | SH | SOLE | 0 | 0 | 199,727 | ||
TYSON FOODS INC | CL A | 902494103 | 6,178 | 93,700 | SH | SOLE | 0 | 0 | 93,700 | ||
ULTA BEAUTY INC | COM | 90384S303 | 21,143 | 52,700 | SH | SOLE | 0 | 0 | 52,700 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 37,300 | 230,900 | SH | SOLE | 0 | 0 | 230,900 | ||
UNITED RENTALS INC | COM | 911363109 | 3,755 | 13,900 | SH | SOLE | 0 | 0 | 13,900 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 212,228 | 420,220 | SH | SOLE | 0 | 0 | 420,220 | ||
UNITY SOFTWARE INC | COM | 91332U101 | 3,234 | 101,519 | SH | SOLE | 0 | 0 | 101,519 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 4,541 | 42,500 | SH | SOLE | 0 | 0 | 42,500 | ||
VERISK ANALYTICS INC | COM | 92345Y106 | 1,467 | 8,600 | SH | SOLE | 0 | 0 | 8,600 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 14,159 | 48,900 | SH | SOLE | 0 | 0 | 48,900 | ||
VISA INC | COM CL A | 92826C839 | 249,676 | 1,405,439 | SH | SOLE | 0 | 0 | 1,405,439 | ||
WALMART INC | COM | 931142103 | 32,349 | 249,413 | SH | SOLE | 0 | 0 | 249,413 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 6,581 | 48,700 | SH | SOLE | 0 | 0 | 48,700 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 38,623 | 241,076 | SH | SOLE | 0 | 0 | 241,076 | ||
WATERS CORP | COM | 941848103 | 3,180 | 11,800 | SH | SOLE | 0 | 0 | 11,800 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 8,237 | 92,100 | SH | SOLE | 0 | 0 | 92,100 | ||
WESTERN UN CO | COM | 959802109 | 4,693 | 347,600 | SH | SOLE | 0 | 0 | 347,600 | ||
WHIRLPOOL CORP | COM | 963320106 | 2,696 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
XCEL ENERGY INC | COM | 98389B100 | 4,141 | 64,700 | SH | SOLE | 0 | 0 | 64,700 | ||
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 7,284 | 27,800 | SH | SOLE | 0 | 0 | 27,800 | ||
ZOETIS INC | CL A | 98978V103 | 6,077 | 40,981 | SH | SOLE | 0 | 0 | 40,981 |