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 |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 204,848,819 | 667,021 | SH | SOLE | 0 | 0 | 667,021 | ||
MICROSOFT CORP | COM | 594918104 | 180,861,600 | 572,800 | SH | SOLE | 0 | 0 | 572,800 | ||
PEPSICO INC | COM | 713448108 | 174,266,329 | 1,028,484 | SH | SOLE | 0 | 0 | 1,028,484 | ||
ELI LILLY & CO | COM | 532457108 | 162,660,152 | 302,832 | SH | SOLE | 0 | 0 | 302,832 | ||
MERCK & CO INC | COM | 58933Y105 | 160,514,493 | 1,559,150 | SH | SOLE | 0 | 0 | 1,559,150 | ||
SERVICENOW INC | COM | 81762P102 | 160,197,936 | 286,600 | SH | SOLE | 0 | 0 | 286,600 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 159,520,853 | 1,835,683 | SH | SOLE | 0 | 0 | 1,835,683 | ||
TEXAS INSTRS INC | COM | 882508104 | 156,478,243 | 984,078 | SH | SOLE | 0 | 0 | 984,078 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 156,157,727 | 309,720 | SH | SOLE | 0 | 0 | 309,720 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 153,964,419 | 1,055,563 | SH | SOLE | 0 | 0 | 1,055,563 | ||
AMAZON COM INC | COM | 023135106 | 152,772,816 | 1,201,800 | SH | SOLE | 0 | 0 | 1,201,800 | ||
BROADCOM INC | COM | 11135F101 | 150,367,373 | 181,039 | SH | SOLE | 0 | 0 | 181,039 | ||
META PLATFORMS INC | CL A | 30303M102 | 146,478,463 | 487,920 | SH | SOLE | 0 | 0 | 487,920 | ||
ABBVIE INC | COM | 00287Y109 | 145,934,361 | 979,031 | SH | SOLE | 0 | 0 | 979,031 | ||
S&P GLOBAL INC | COM | 78409V104 | 145,067,770 | 397,000 | SH | SOLE | 0 | 0 | 397,000 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 141,383,761 | 1,080,420 | SH | SOLE | 0 | 0 | 1,080,420 | ||
VISA INC | COM CL A | 92826C839 | 140,177,064 | 609,439 | SH | SOLE | 0 | 0 | 609,439 | ||
GILEAD SCIENCES INC | COM | 375558103 | 139,273,367 | 1,858,465 | SH | SOLE | 0 | 0 | 1,858,465 | ||
EQUINIX INC | COM | 29444U700 | 135,570,228 | 186,669 | SH | SOLE | 0 | 0 | 186,669 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 135,412,477 | 2,363,632 | SH | SOLE | 0 | 0 | 2,363,632 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 131,332,710 | 1,895,680 | SH | SOLE | 0 | 0 | 1,895,680 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 130,855,466 | 300,527 | SH | SOLE | 0 | 0 | 300,527 | ||
JOHNSON & JOHNSON | COM | 478160104 | 128,063,257 | 822,236 | SH | SOLE | 0 | 0 | 822,236 | ||
APPLE INC | COM | 037833100 | 127,252,175 | 743,252 | SH | SOLE | 0 | 0 | 743,252 | ||
CISCO SYS INC | COM | 17275R102 | 126,926,070 | 2,360,976 | SH | SOLE | 0 | 0 | 2,360,976 | ||
WALMART INC | COM | 931142103 | 122,668,389 | 767,013 | SH | SOLE | 0 | 0 | 767,013 | ||
DANAHER CORPORATION | COM | 235851102 | 122,139,382 | 492,299 | SH | SOLE | 0 | 0 | 492,299 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 115,591,345 | 493,053 | SH | SOLE | 0 | 0 | 493,053 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 112,315,321 | 367,861 | SH | SOLE | 0 | 0 | 367,861 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 111,038,513 | 219,370 | SH | SOLE | 0 | 0 | 219,370 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 110,900,006 | 122,021 | SH | SOLE | 0 | 0 | 122,021 | ||
LOWES COS INC | COM | 548661107 | 106,923,496 | 514,451 | SH | SOLE | 0 | 0 | 514,451 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 101,541,929 | 1,096,802 | SH | SOLE | 0 | 0 | 1,096,802 | ||
AUTOZONE INC | COM | 053332102 | 97,350,197 | 38,327 | SH | SOLE | 0 | 0 | 38,327 | ||
IDEXX LABS INC | COM | 45168D104 | 93,720,079 | 214,330 | SH | SOLE | 0 | 0 | 214,330 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 92,791,856 | 1,598,757 | SH | SOLE | 0 | 0 | 1,598,757 | ||
ALTRIA GROUP INC | COM | 02209S103 | 91,433,520 | 2,174,400 | SH | SOLE | 0 | 0 | 2,174,400 | ||
HUMANA INC | COM | 444859102 | 83,733,984 | 172,108 | SH | SOLE | 0 | 0 | 172,108 | ||
AMGEN INC | COM | 031162100 | 77,108,857 | 286,906 | SH | SOLE | 0 | 0 | 286,906 | ||
LINDE PLC | SHS | G54950103 | 75,624,285 | 203,100 | SH | SOLE | 0 | 0 | 203,100 | ||
SYNOPSYS INC | COM | 871607107 | 74,364,614 | 162,025 | SH | SOLE | 0 | 0 | 162,025 | ||
MCKESSON CORP | COM | 58155Q103 | 70,629,207 | 162,422 | SH | SOLE | 0 | 0 | 162,422 | ||
HOME DEPOT INC | COM | 437076102 | 70,239,509 | 232,458 | SH | SOLE | 0 | 0 | 232,458 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 69,887,458 | 213,143 | SH | SOLE | 0 | 0 | 213,143 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 68,905,306 | 968,996 | SH | SOLE | 0 | 0 | 968,996 | ||
FASTENAL CO | COM | 311900104 | 67,281,237 | 1,231,355 | SH | SOLE | 0 | 0 | 1,231,355 | ||
GRAINGER W W INC | COM | 384802104 | 67,257,918 | 97,216 | SH | SOLE | 0 | 0 | 97,216 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 67,235,832 | 81,700 | SH | SOLE | 0 | 0 | 81,700 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 64,502,790 | 275,300 | SH | SOLE | 0 | 0 | 275,300 | ||
ROBERT HALF INC. | COM | 770323103 | 61,611,773 | 840,772 | SH | SOLE | 0 | 0 | 840,772 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 58,004,407 | 856,280 | SH | SOLE | 0 | 0 | 856,280 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 57,644,139 | 140,953 | SH | SOLE | 0 | 0 | 140,953 | ||
HERSHEY CO | COM | 427866108 | 56,763,296 | 283,703 | SH | SOLE | 0 | 0 | 283,703 | ||
NUCOR CORP | COM | 670346105 | 56,481,750 | 361,252 | SH | SOLE | 0 | 0 | 361,252 | ||
KROGER CO | COM | 501044101 | 56,389,923 | 1,260,110 | SH | SOLE | 0 | 0 | 1,260,110 | ||
HOLOGIC INC | COM | 436440101 | 53,902,980 | 776,700 | SH | SOLE | 0 | 0 | 776,700 | ||
SNAP ON INC | COM | 833034101 | 53,900,299 | 211,324 | SH | SOLE | 0 | 0 | 211,324 | ||
GENERAL MLS INC | COM | 370334104 | 52,650,332 | 822,790 | SH | SOLE | 0 | 0 | 822,790 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 52,426,368 | 652,800 | SH | SOLE | 0 | 0 | 652,800 | ||
COMCAST CORP NEW | CL A | 20030N101 | 52,396,578 | 1,181,700 | SH | SOLE | 0 | 0 | 1,181,700 | ||
DATADOG INC | CL A COM | 23804L103 | 51,343,880 | 563,661 | SH | SOLE | 0 | 0 | 563,661 | ||
CVS HEALTH CORP | COM | 126650100 | 48,849,284 | 699,646 | SH | SOLE | 0 | 0 | 699,646 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 48,720,521 | 198,067 | SH | SOLE | 0 | 0 | 198,067 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 48,657,931 | 445,300 | SH | SOLE | 0 | 0 | 445,300 | ||
MONDELEZ INTL INC | CL A | 609207105 | 47,763,995 | 688,242 | SH | SOLE | 0 | 0 | 688,242 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 47,043,808 | 410,397 | SH | SOLE | 0 | 0 | 410,397 | ||
HP INC | COM | 40434L105 | 46,902,886 | 1,825,015 | SH | SOLE | 0 | 0 | 1,825,015 | ||
CENCORA INC | COM | 03073E105 | 44,781,755 | 248,829 | SH | SOLE | 0 | 0 | 248,829 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 43,483,695 | 14,100 | SH | SOLE | 0 | 0 | 14,100 | ||
KLA CORP | COM NEW | 482480100 | 42,490,721 | 92,641 | SH | SOLE | 0 | 0 | 92,641 | ||
PFIZER INC | COM | 717081103 | 42,105,998 | 1,269,400 | SH | SOLE | 0 | 0 | 1,269,400 | ||
PULTE GROUP INC | COM | 745867101 | 41,870,758 | 565,439 | SH | SOLE | 0 | 0 | 565,439 | ||
BILL HOLDINGS INC | COM | 090043100 | 39,524,474 | 364,046 | SH | SOLE | 0 | 0 | 364,046 | ||
GARTNER INC | COM | 366651107 | 37,995,707 | 110,578 | SH | SOLE | 0 | 0 | 110,578 | ||
NVR INC | COM | 62944T105 | 37,950,441 | 6,364 | SH | SOLE | 0 | 0 | 6,364 | ||
FORTINET INC | COM | 34959E109 | 35,589,713 | 606,505 | SH | SOLE | 0 | 0 | 606,505 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 35,366,818 | 290,225 | SH | SOLE | 0 | 0 | 290,225 | ||
SMUCKER J M CO | COM NEW | 832696405 | 35,250,588 | 286,800 | SH | SOLE | 0 | 0 | 286,800 | ||
CHURCH & DWIGHT CO INC | COM | 171340102 | 34,773,493 | 379,499 | SH | SOLE | 0 | 0 | 379,499 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 34,651,008 | 207,020 | SH | SOLE | 0 | 0 | 207,020 | ||
LKQ CORP | COM | 501889208 | 34,226,263 | 691,300 | SH | SOLE | 0 | 0 | 691,300 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 34,204,356 | 206,100 | SH | SOLE | 0 | 0 | 206,100 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 33,977,824 | 60,142 | SH | SOLE | 0 | 0 | 60,142 | ||
FAIR ISAAC CORP | COM | 303250104 | 33,785,817 | 38,900 | SH | SOLE | 0 | 0 | 38,900 | ||
BIOGEN INC | COM | 09062X103 | 32,825,831 | 127,722 | SH | SOLE | 0 | 0 | 127,722 | ||
MCDONALDS CORP | COM | 580135101 | 32,086,992 | 121,800 | SH | SOLE | 0 | 0 | 121,800 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 31,884,084 | 292,300 | SH | SOLE | 0 | 0 | 292,300 | ||
ROLLINS INC | COM | 775711104 | 31,283,174 | 838,017 | SH | SOLE | 0 | 0 | 838,017 | ||
DOORDASH INC | CL A | 25809K105 | 31,099,551 | 391,337 | SH | SOLE | 0 | 0 | 391,337 | ||
CBRE GROUP INC | CL A | 12504L109 | 30,926,955 | 418,724 | SH | SOLE | 0 | 0 | 418,724 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 30,918,264 | 255,840 | SH | SOLE | 0 | 0 | 255,840 | ||
REPUBLIC SVCS INC | COM | 760759100 | 30,827,906 | 216,321 | SH | SOLE | 0 | 0 | 216,321 | ||
MARATHON PETE CORP | COM | 56585A102 | 30,661,484 | 202,600 | SH | SOLE | 0 | 0 | 202,600 | ||
STEEL DYNAMICS INC | COM | 858119100 | 29,564,414 | 275,736 | SH | SOLE | 0 | 0 | 275,736 | ||
GENUINE PARTS CO | COM | 372460105 | 29,482,396 | 204,200 | SH | SOLE | 0 | 0 | 204,200 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 29,229,238 | 75,800 | SH | SOLE | 0 | 0 | 75,800 | ||
FOX CORP | CL A COM | 35137L105 | 29,109,600 | 933,000 | SH | SOLE | 0 | 0 | 933,000 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 28,911,888 | 106,200 | SH | SOLE | 0 | 0 | 106,200 | ||
KELLANOVA | COM | 487836108 | 28,705,065 | 482,357 | SH | SOLE | 0 | 0 | 482,357 | ||
CINTAS CORP | COM | 172908105 | 28,367,084 | 58,974 | SH | SOLE | 0 | 0 | 58,974 | ||
OWENS CORNING NEW | COM | 690742101 | 28,155,024 | 206,400 | SH | SOLE | 0 | 0 | 206,400 | ||
EQT CORP | COM | 26884L109 | 28,093,534 | 692,300 | SH | SOLE | 0 | 0 | 692,300 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 27,298,345 | 179,076 | SH | SOLE | 0 | 0 | 179,076 | ||
PAYCHEX INC | COM | 704326107 | 27,256,285 | 236,333 | SH | SOLE | 0 | 0 | 236,333 | ||
COCA COLA CO | COM | 191216100 | 27,172,692 | 485,400 | SH | SOLE | 0 | 0 | 485,400 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 26,896,844 | 111,800 | SH | SOLE | 0 | 0 | 111,800 | ||
CATERPILLAR INC | COM | 149123101 | 26,235,300 | 96,100 | SH | SOLE | 0 | 0 | 96,100 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 25,628,438 | 73,700 | SH | SOLE | 0 | 0 | 73,700 | ||
NETAPP INC | COM | 64110D104 | 25,280,408 | 333,163 | SH | SOLE | 0 | 0 | 333,163 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 24,913,897 | 186,929 | SH | SOLE | 0 | 0 | 186,929 | ||
EOG RES INC | COM | 26875P101 | 24,363,272 | 192,200 | SH | SOLE | 0 | 0 | 192,200 | ||
APPLIED MATLS INC | COM | 038222105 | 22,950,580 | 165,768 | SH | SOLE | 0 | 0 | 165,768 | ||
APA CORPORATION | COM | 03743Q108 | 22,267,980 | 541,800 | SH | SOLE | 0 | 0 | 541,800 | ||
3M CO | COM | 88579Y101 | 22,154,705 | 236,645 | SH | SOLE | 0 | 0 | 236,645 | ||
CENTENE CORP DEL | COM | 15135B101 | 21,228,816 | 308,200 | SH | SOLE | 0 | 0 | 308,200 | ||
ULTA BEAUTY INC | COM | 90384S303 | 21,090,960 | 52,800 | SH | SOLE | 0 | 0 | 52,800 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 20,744,427 | 556,300 | SH | SOLE | 0 | 0 | 556,300 | ||
ORACLE CORP | COM | 68389X105 | 20,728,544 | 195,700 | SH | SOLE | 0 | 0 | 195,700 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 20,188,189 | 622,900 | SH | SOLE | 0 | 0 | 622,900 | ||
TENABLE HLDGS INC | COM | 88025T102 | 20,147,994 | 449,732 | SH | SOLE | 0 | 0 | 449,732 | ||
HENRY SCHEIN INC | COM | 806407102 | 19,838,486 | 267,185 | SH | SOLE | 0 | 0 | 267,185 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 19,243,891 | 148,590 | SH | SOLE | 0 | 0 | 148,590 | ||
EATON CORP PLC | SHS | G29183103 | 18,896,608 | 88,600 | SH | SOLE | 0 | 0 | 88,600 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 18,831,670 | 202,600 | SH | SOLE | 0 | 0 | 202,600 | ||
NASDAQ INC | COM | 631103108 | 18,473,918 | 380,200 | SH | SOLE | 0 | 0 | 380,200 | ||
NUTANIX INC | CL A | 67059N108 | 17,846,038 | 511,641 | SH | SOLE | 0 | 0 | 511,641 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 17,739,657 | 40,300 | SH | SOLE | 0 | 0 | 40,300 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 17,049,040 | 84,800 | SH | SOLE | 0 | 0 | 84,800 | ||
ABBOTT LABS | COM | 002824100 | 16,968,120 | 175,200 | SH | SOLE | 0 | 0 | 175,200 | ||
DEERE & CO | COM | 244199105 | 16,944,362 | 44,900 | SH | SOLE | 0 | 0 | 44,900 | ||
AIRBNB INC | COM CL A | 009066101 | 16,750,185 | 122,077 | SH | SOLE | 0 | 0 | 122,077 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 16,087,746 | 185,300 | SH | SOLE | 0 | 0 | 185,300 | ||
BLOCK INC | CL A | 852234103 | 15,673,484 | 354,123 | SH | SOLE | 0 | 0 | 354,123 | ||
CONSOLIDATED EDISON INC | COM | 209115104 | 15,173,022 | 177,400 | SH | SOLE | 0 | 0 | 177,400 | ||
CF INDS HLDGS INC | COM | 125269100 | 15,030,222 | 175,300 | SH | SOLE | 0 | 0 | 175,300 | ||
AON PLC | SHS CL A | G0403H108 | 14,849,276 | 45,800 | SH | SOLE | 0 | 0 | 45,800 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 14,848,568 | 39,200 | SH | SOLE | 0 | 0 | 39,200 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 14,846,160 | 158,562 | SH | SOLE | 0 | 0 | 158,562 | ||
RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 14,789,772 | 56,400 | SH | SOLE | 0 | 0 | 56,400 | ||
OKTA INC | CL A | 679295105 | 14,378,038 | 176,396 | SH | SOLE | 0 | 0 | 176,396 | ||
ROBINHOOD MKTS INC | COM CL A | 770700102 | 14,054,601 | 1,432,681 | SH | SOLE | 0 | 0 | 1,432,681 | ||
CAMPBELL SOUP CO | COM | 134429109 | 13,605,696 | 331,200 | SH | SOLE | 0 | 0 | 331,200 | ||
DROPBOX INC | CL A | 26210C104 | 13,598,662 | 499,400 | SH | SOLE | 0 | 0 | 499,400 | ||
CLOROX CO DEL | COM | 189054109 | 13,487,254 | 102,909 | SH | SOLE | 0 | 0 | 102,909 | ||
BIO-TECHNE CORP | COM | 09073M104 | 12,946,914 | 190,200 | SH | SOLE | 0 | 0 | 190,200 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 12,889,070 | 11,632 | SH | SOLE | 0 | 0 | 11,632 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 12,585,939 | 101,100 | SH | SOLE | 0 | 0 | 101,100 | ||
DAVITA INC | COM | 23918K108 | 12,398,177 | 131,156 | SH | SOLE | 0 | 0 | 131,156 | ||
ETSY INC | COM | 29786A106 | 11,951,821 | 185,070 | SH | SOLE | 0 | 0 | 185,070 | ||
TWILIO INC | CL A | 90138F102 | 11,690,021 | 199,727 | SH | SOLE | 0 | 0 | 199,727 | ||
KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 11,614,740 | 231,600 | SH | SOLE | 0 | 0 | 231,600 | ||
HUBBELL INC | COM | 443510607 | 11,314,101 | 36,100 | SH | SOLE | 0 | 0 | 36,100 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 11,235,872 | 379,078 | SH | SOLE | 0 | 0 | 379,078 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 10,739,520 | 203,400 | SH | SOLE | 0 | 0 | 203,400 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 10,608,770 | 46,063 | SH | SOLE | 0 | 0 | 46,063 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 10,192,289 | 88,100 | SH | SOLE | 0 | 0 | 88,100 | ||
MASCO CORP | COM | 574599106 | 9,510,411 | 177,931 | SH | SOLE | 0 | 0 | 177,931 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 9,102,360 | 75,601 | SH | SOLE | 0 | 0 | 75,601 | ||
TJX COS INC NEW | COM | 872540109 | 9,065,760 | 102,000 | SH | SOLE | 0 | 0 | 102,000 | ||
PACCAR INC | COM | 693718108 | 8,782,566 | 103,300 | SH | SOLE | 0 | 0 | 103,300 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 8,554,910 | 63,700 | SH | SOLE | 0 | 0 | 63,700 | ||
C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 8,432,127 | 97,900 | SH | SOLE | 0 | 0 | 97,900 | ||
LAM RESEARCH CORP | COM | 512807108 | 8,022,656 | 12,800 | SH | SOLE | 0 | 0 | 12,800 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 7,946,208 | 20,400 | SH | SOLE | 0 | 0 | 20,400 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 7,756,796 | 9,200 | SH | SOLE | 0 | 0 | 9,200 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 7,528,248 | 38,300 | SH | SOLE | 0 | 0 | 38,300 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 7,508,410 | 96,200 | SH | SOLE | 0 | 0 | 96,200 | ||
AMETEK INC | COM | 031100100 | 7,428,191 | 50,272 | SH | SOLE | 0 | 0 | 50,272 | ||
VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 7,377,408 | 460,800 | SH | SOLE | 0 | 0 | 460,800 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 7,067,160 | 160,800 | SH | SOLE | 0 | 0 | 160,800 | ||
IDEX CORP | COM | 45167R104 | 7,022,963 | 33,761 | SH | SOLE | 0 | 0 | 33,761 | ||
PACKAGING CORP AMER | COM | 695156109 | 6,756,200 | 44,000 | SH | SOLE | 0 | 0 | 44,000 | ||
ARISTA NETWORKS INC | COM | 040413106 | 6,676,659 | 36,300 | SH | SOLE | 0 | 0 | 36,300 | ||
AFLAC INC | COM | 001055102 | 6,669,575 | 86,900 | SH | SOLE | 0 | 0 | 86,900 | ||
KRAFT HEINZ CO | COM | 500754106 | 6,398,328 | 190,200 | SH | SOLE | 0 | 0 | 190,200 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 6,309,120 | 192,000 | SH | SOLE | 0 | 0 | 192,000 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 6,045,039 | 3,300 | SH | SOLE | 0 | 0 | 3,300 | ||
BECTON DICKINSON & CO | COM | 075887109 | 5,842,778 | 22,600 | SH | SOLE | 0 | 0 | 22,600 | ||
CHUBB LIMITED | COM | H1467J104 | 5,829,040 | 28,000 | SH | SOLE | 0 | 0 | 28,000 | ||
DOCUSIGN INC | COM | 256163106 | 5,793,732 | 137,946 | SH | SOLE | 0 | 0 | 137,946 | ||
VERISK ANALYTICS INC | COM | 92345Y106 | 5,598,888 | 23,700 | SH | SOLE | 0 | 0 | 23,700 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 5,514,144 | 42,600 | SH | SOLE | 0 | 0 | 42,600 | ||
RPM INTL INC | COM | 749685103 | 5,110,259 | 53,900 | SH | SOLE | 0 | 0 | 53,900 | ||
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 5,089,392 | 74,800 | SH | SOLE | 0 | 0 | 74,800 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 4,883,855 | 9,500 | SH | SOLE | 0 | 0 | 9,500 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 4,855,045 | 56,500 | SH | SOLE | 0 | 0 | 56,500 | ||
QUANTA SVCS INC | COM | 74762E102 | 4,845,113 | 25,900 | SH | SOLE | 0 | 0 | 25,900 | ||
BATH & BODY WORKS INC | COM | 070830104 | 4,819,880 | 142,600 | SH | SOLE | 0 | 0 | 142,600 | ||
YUM BRANDS INC | COM | 988498101 | 4,672,756 | 37,400 | SH | SOLE | 0 | 0 | 37,400 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 4,610,828 | 30,507 | SH | SOLE | 0 | 0 | 30,507 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 4,304,835 | 81,300 | SH | SOLE | 0 | 0 | 81,300 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 4,058,376 | 20,300 | SH | SOLE | 0 | 0 | 20,300 | ||
AMERIPRISE FINL INC | COM | 03076C106 | 3,989,128 | 12,100 | SH | SOLE | 0 | 0 | 12,100 | ||
D R HORTON INC | COM | 23331A109 | 3,804,438 | 35,400 | SH | SOLE | 0 | 0 | 35,400 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 3,375,340 | 1,614,995 | SH | SOLE | 0 | 0 | 1,614,995 | ||
IRON MTN INC DEL | COM | 46284V101 | 3,049,785 | 51,300 | SH | SOLE | 0 | 0 | 51,300 | ||
KENVUE INC | COM | 49177J102 | 2,668,632 | 132,900 | SH | SOLE | 0 | 0 | 132,900 | ||
LENNAR CORP | CL A | 526057104 | 2,457,837 | 21,900 | SH | SOLE | 0 | 0 | 21,900 | ||
FORTREA HLDGS INC | COMMON STOCK | 34965K107 | 2,424,432 | 84,800 | SH | SOLE | 0 | 0 | 84,800 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 1,821,589 | 57,700 | SH | SOLE | 0 | 0 | 57,700 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 1,799,717 | 12,700 | SH | SOLE | 0 | 0 | 12,700 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 1,556,998 | 9,534 | SH | SOLE | 0 | 0 | 9,534 | ||
COTERRA ENERGY INC | COM | 127097103 | 1,482,340 | 54,800 | SH | SOLE | 0 | 0 | 54,800 | ||
GLOBE LIFE INC | COM | 37959E102 | 1,467,855 | 13,500 | SH | SOLE | 0 | 0 | 13,500 | ||
NORDSON CORP | COM | 655663102 | 1,428,288 | 6,400 | SH | SOLE | 0 | 0 | 6,400 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 1,270,176 | 9,600 | SH | SOLE | 0 | 0 | 9,600 | ||
BERKLEY W R CORP | COM | 084423102 | 971,397 | 15,300 | SH | SOLE | 0 | 0 | 15,300 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 889,956 | 11,800 | SH | SOLE | 0 | 0 | 11,800 | ||
FIRSTENERGY CORP | COM | 337932107 | 871,590 | 25,500 | SH | SOLE | 0 | 0 | 25,500 | ||
FERGUSON PLC NEW | SHS | G3421J106 | 838,797 | 5,100 | SH | SOLE | 0 | 0 | 5,100 | ||
CONAGRA BRANDS INC | COM | 205887102 | 595,014 | 21,700 | SH | SOLE | 0 | 0 | 21,700 |