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 |
|
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 |
MICROSOFT CORP | COM | 594918104 | 258,911,088 | 615,400 | SH | SOLE | 0 | 0 | 615,400 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 220,451,239 | 636,021 | SH | SOLE | 0 | 0 | 636,021 | ||
META PLATFORMS INC | CL A | 30303M102 | 208,372,090 | 429,120 | SH | SOLE | 0 | 0 | 429,120 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 204,589,677 | 1,503,783 | SH | SOLE | 0 | 0 | 1,503,783 | ||
SERVICENOW INC | COM | 81762P102 | 203,332,080 | 266,700 | SH | SOLE | 0 | 0 | 266,700 | ||
MERCK & CO INC | COM | 58933Y105 | 197,820,759 | 1,499,210 | SH | SOLE | 0 | 0 | 1,499,210 | ||
BROADCOM INC | COM | 11135F101 | 180,174,910 | 135,939 | SH | SOLE | 0 | 0 | 135,939 | ||
AMAZON COM INC | COM | 023135106 | 178,702,466 | 990,700 | SH | SOLE | 0 | 0 | 990,700 | ||
ABBVIE INC | COM | 00287Y109 | 164,048,063 | 900,868 | SH | SOLE | 0 | 0 | 900,868 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 162,029,625 | 1,695,580 | SH | SOLE | 0 | 0 | 1,695,580 | ||
S&P GLOBAL INC | COM | 78409V104 | 161,245,550 | 379,000 | SH | SOLE | 0 | 0 | 379,000 | ||
VISA INC | COM CL A | 92826C839 | 157,412,004 | 564,039 | SH | SOLE | 0 | 0 | 564,039 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 155,137,446 | 956,163 | SH | SOLE | 0 | 0 | 956,163 | ||
EQUINIX INC | COM | 29444U700 | 154,063,526 | 186,669 | SH | SOLE | 0 | 0 | 186,669 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 144,662,330 | 2,263,532 | SH | SOLE | 0 | 0 | 2,263,532 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 144,080,797 | 954,620 | SH | SOLE | 0 | 0 | 954,620 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 142,023,233 | 499,853 | SH | SOLE | 0 | 0 | 499,853 | ||
ELI LILLY & CO | COM | 532457108 | 135,483,290 | 174,152 | SH | SOLE | 0 | 0 | 174,152 | ||
WALMART INC | COM | 931142103 | 133,772,291 | 2,223,239 | SH | SOLE | 0 | 0 | 2,223,239 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 131,352,744 | 265,520 | SH | SOLE | 0 | 0 | 265,520 | ||
TEXAS INSTRS INC | COM | 882508104 | 131,090,586 | 752,486 | SH | SOLE | 0 | 0 | 752,486 | ||
JOHNSON & JOHNSON | COM | 478160104 | 130,718,092 | 826,336 | SH | SOLE | 0 | 0 | 826,336 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 130,183,571 | 115,321 | SH | SOLE | 0 | 0 | 115,321 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 129,908,270 | 250,527 | SH | SOLE | 0 | 0 | 250,527 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 127,500,038 | 219,370 | SH | SOLE | 0 | 0 | 219,370 | ||
DANAHER CORPORATION | COM | 235851102 | 122,936,906 | 492,299 | SH | SOLE | 0 | 0 | 492,299 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 120,628,979 | 367,861 | SH | SOLE | 0 | 0 | 367,861 | ||
PEPSICO INC | COM | 713448108 | 119,371,521 | 682,084 | SH | SOLE | 0 | 0 | 682,084 | ||
IDEXX LABS INC | COM | 45168D104 | 115,723,197 | 214,330 | SH | SOLE | 0 | 0 | 214,330 | ||
GILEAD SCIENCES INC | COM | 375558103 | 114,560,437 | 1,563,965 | SH | SOLE | 0 | 0 | 1,563,965 | ||
AUTOZONE INC | COM | 053332102 | 108,501,855 | 34,427 | SH | SOLE | 0 | 0 | 34,427 | ||
CISCO SYS INC | COM | 17275R102 | 107,699,591 | 2,157,876 | SH | SOLE | 0 | 0 | 2,157,876 | ||
GRAINGER W W INC | COM | 384802104 | 100,627,246 | 98,916 | SH | SOLE | 0 | 0 | 98,916 | ||
AMGEN INC | COM | 031162100 | 97,296,010 | 342,206 | SH | SOLE | 0 | 0 | 342,206 | ||
FASTENAL CO | COM | 311900104 | 95,156,433 | 1,233,555 | SH | SOLE | 0 | 0 | 1,233,555 | ||
APPLE INC | COM | 037833100 | 93,396,925 | 544,652 | SH | SOLE | 0 | 0 | 544,652 | ||
MCKESSON CORP | COM | 58155Q103 | 90,793,146 | 169,122 | SH | SOLE | 0 | 0 | 169,122 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 89,986,605 | 999,296 | SH | SOLE | 0 | 0 | 999,296 | ||
ALTRIA GROUP INC | COM | 02209S103 | 89,617,290 | 2,054,500 | SH | SOLE | 0 | 0 | 2,054,500 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 88,739,640 | 1,636,357 | SH | SOLE | 0 | 0 | 1,636,357 | ||
SYNOPSYS INC | COM | 871607107 | 87,739,537 | 153,525 | SH | SOLE | 0 | 0 | 153,525 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 85,602,000 | 275,000 | SH | SOLE | 0 | 0 | 275,000 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 81,645,752 | 111,442 | SH | SOLE | 0 | 0 | 111,442 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 80,951,176 | 197,043 | SH | SOLE | 0 | 0 | 197,043 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 77,137,905 | 417,300 | SH | SOLE | 0 | 0 | 417,300 | ||
HOME DEPOT INC | COM | 437076102 | 75,859,969 | 197,758 | SH | SOLE | 0 | 0 | 197,758 | ||
KROGER CO | COM | 501044101 | 73,509,742 | 1,286,710 | SH | SOLE | 0 | 0 | 1,286,710 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 72,013,503 | 786,002 | SH | SOLE | 0 | 0 | 786,002 | ||
DATADOG INC | CL A COM | 23804L103 | 69,668,500 | 563,661 | SH | SOLE | 0 | 0 | 563,661 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 68,846,472 | 463,800 | SH | SOLE | 0 | 0 | 463,800 | ||
ROBERT HALF INC. | COM | 770323103 | 67,568,125 | 852,272 | SH | SOLE | 0 | 0 | 852,272 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 66,368,542 | 207,020 | SH | SOLE | 0 | 0 | 207,020 | ||
KLA CORP | COM NEW | 482480100 | 64,786,080 | 92,741 | SH | SOLE | 0 | 0 | 92,741 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 64,706,622 | 142,253 | SH | SOLE | 0 | 0 | 142,253 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 63,312,430 | 1,346,500 | SH | SOLE | 0 | 0 | 1,346,500 | ||
TECK RESOURCES LTD | CL B | 878742204 | 61,143,768 | 1,335,600 | SH | SOLE | 0 | 0 | 1,335,600 | ||
CENCORA INC | COM | 03073E105 | 60,900,341 | 250,629 | SH | SOLE | 0 | 0 | 250,629 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 60,238,080 | 373,500 | SH | SOLE | 0 | 0 | 373,500 | ||
SNAP ON INC | COM | 833034101 | 58,362,449 | 197,024 | SH | SOLE | 0 | 0 | 197,024 | ||
GARTNER INC | COM | 366651107 | 58,000,252 | 121,678 | SH | SOLE | 0 | 0 | 121,678 | ||
LINDE PLC | SHS | G54950103 | 55,718,400 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
NUCOR CORP | COM | 670346105 | 55,066,071 | 278,252 | SH | SOLE | 0 | 0 | 278,252 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 54,588,573 | 549,900 | SH | SOLE | 0 | 0 | 549,900 | ||
NVR INC | COM | 62944T105 | 54,140,132 | 6,684 | SH | SOLE | 0 | 0 | 6,684 | ||
EOG RES INC | COM | 26875P101 | 51,813,552 | 405,300 | SH | SOLE | 0 | 0 | 405,300 | ||
GENERAL MLS INC | COM | 370334104 | 51,462,235 | 735,490 | SH | SOLE | 0 | 0 | 735,490 | ||
DOORDASH INC | CL A | 25809K105 | 51,192,177 | 371,712 | SH | SOLE | 0 | 0 | 371,712 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 50,427,532 | 13,900 | SH | SOLE | 0 | 0 | 13,900 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 49,891,963 | 410,397 | SH | SOLE | 0 | 0 | 410,397 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 49,484,846 | 148,367 | SH | SOLE | 0 | 0 | 148,367 | ||
APPLIED MATLS INC | COM | 038222105 | 48,746,173 | 236,368 | SH | SOLE | 0 | 0 | 236,368 | ||
FAIR ISAAC CORP | COM | 303250104 | 48,609,829 | 38,900 | SH | SOLE | 0 | 0 | 38,900 | ||
ROBINHOOD MKTS INC | COM CL A | 770700102 | 48,171,714 | 2,393,031 | SH | SOLE | 0 | 0 | 2,393,031 | ||
EQT CORP | COM | 26884L109 | 48,050,134 | 1,296,200 | SH | SOLE | 0 | 0 | 1,296,200 | ||
CAMECO CORP | COM | 13321L108 | 47,535,036 | 1,097,300 | SH | SOLE | 0 | 0 | 1,097,300 | ||
HP INC | COM | 40434L105 | 47,318,929 | 1,565,815 | SH | SOLE | 0 | 0 | 1,565,815 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 46,735,567 | 637,680 | SH | SOLE | 0 | 0 | 637,680 | ||
PULTE GROUP INC | COM | 745867101 | 45,152,770 | 374,339 | SH | SOLE | 0 | 0 | 374,339 | ||
HERSHEY CO | COM | 427866108 | 44,085,953 | 226,663 | SH | SOLE | 0 | 0 | 226,663 | ||
MARATHON PETE CORP | COM | 56585A102 | 44,007,600 | 218,400 | SH | SOLE | 0 | 0 | 218,400 | ||
CVS HEALTH CORP | COM | 126650100 | 43,448,941 | 544,746 | SH | SOLE | 0 | 0 | 544,746 | ||
MONDELEZ INTL INC | CL A | 609207105 | 41,764,940 | 596,642 | SH | SOLE | 0 | 0 | 596,642 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 41,675,597 | 99,700 | SH | SOLE | 0 | 0 | 99,700 | ||
FORTINET INC | COM | 34959E109 | 41,430,357 | 606,505 | SH | SOLE | 0 | 0 | 606,505 | ||
CATERPILLAR INC | COM | 149123101 | 40,673,730 | 111,000 | SH | SOLE | 0 | 0 | 111,000 | ||
CINTAS CORP | COM | 172908105 | 40,516,907 | 58,974 | SH | SOLE | 0 | 0 | 58,974 | ||
CHURCH & DWIGHT CO INC | COM | 171340102 | 39,585,541 | 379,499 | SH | SOLE | 0 | 0 | 379,499 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 39,065,279 | 183,276 | SH | SOLE | 0 | 0 | 183,276 | ||
ROLLINS INC | COM | 775711104 | 38,775,047 | 838,017 | SH | SOLE | 0 | 0 | 838,017 | ||
STEEL DYNAMICS INC | COM | 858119100 | 38,648,897 | 260,736 | SH | SOLE | 0 | 0 | 260,736 | ||
REPUBLIC SVCS INC | COM | 760759100 | 37,813,420 | 197,521 | SH | SOLE | 0 | 0 | 197,521 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 37,698,876 | 106,200 | SH | SOLE | 0 | 0 | 106,200 | ||
MCDONALDS CORP | COM | 580135101 | 37,104,620 | 131,600 | SH | SOLE | 0 | 0 | 131,600 | ||
NETAPP INC | COM | 64110D104 | 36,998,041 | 352,463 | SH | SOLE | 0 | 0 | 352,463 | ||
TJX COS INC NEW | COM | 872540109 | 36,369,212 | 358,600 | SH | SOLE | 0 | 0 | 358,600 | ||
OWENS CORNING NEW | COM | 690742101 | 35,695,200 | 214,000 | SH | SOLE | 0 | 0 | 214,000 | ||
LOWES COS INC | COM | 548661107 | 35,326,721 | 138,683 | SH | SOLE | 0 | 0 | 138,683 | ||
COMCAST CORP NEW | CL A | 20030N101 | 34,272,510 | 790,600 | SH | SOLE | 0 | 0 | 790,600 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 33,650,945 | 218,300 | SH | SOLE | 0 | 0 | 218,300 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 33,092,904 | 255,840 | SH | SOLE | 0 | 0 | 255,840 | ||
SMUCKER J M CO | COM NEW | 832696405 | 33,078,636 | 262,800 | SH | SOLE | 0 | 0 | 262,800 | ||
NUTANIX INC | CL A | 67059N108 | 31,578,483 | 511,641 | SH | SOLE | 0 | 0 | 511,641 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 30,658,225 | 186,929 | SH | SOLE | 0 | 0 | 186,929 | ||
HUMANA INC | COM | 444859102 | 30,548,806 | 88,108 | SH | SOLE | 0 | 0 | 88,108 | ||
BLOCK INC | CL A | 852234103 | 29,951,723 | 354,123 | SH | SOLE | 0 | 0 | 354,123 | ||
LKQ CORP | COM | 501889208 | 29,760,052 | 557,200 | SH | SOLE | 0 | 0 | 557,200 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 29,611,270 | 75,800 | SH | SOLE | 0 | 0 | 75,800 | ||
FOX CORP | CL A COM | 35137L105 | 29,174,910 | 933,000 | SH | SOLE | 0 | 0 | 933,000 | ||
VERALTO CORP | COM SHS | 92338C103 | 28,468,637 | 321,099 | SH | SOLE | 0 | 0 | 321,099 | ||
EATON CORP PLC | SHS | G29183103 | 28,141,200 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 28,070,776 | 112,400 | SH | SOLE | 0 | 0 | 112,400 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 28,067,044 | 668,900 | SH | SOLE | 0 | 0 | 668,900 | ||
ULTA BEAUTY INC | COM | 90384S303 | 27,608,064 | 52,800 | SH | SOLE | 0 | 0 | 52,800 | ||
BIOGEN INC | COM | 09062X103 | 27,540,695 | 127,722 | SH | SOLE | 0 | 0 | 127,722 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 27,045,969 | 28,100 | SH | SOLE | 0 | 0 | 28,100 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 26,068,750 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
ORACLE CORP | COM | 68389X105 | 25,360,659 | 201,900 | SH | SOLE | 0 | 0 | 201,900 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 25,176,924 | 367,600 | SH | SOLE | 0 | 0 | 367,600 | ||
3M CO | COM | 88579Y101 | 25,100,935 | 236,645 | SH | SOLE | 0 | 0 | 236,645 | ||
BILL HOLDINGS INC | COM | 090043100 | 25,017,241 | 364,046 | SH | SOLE | 0 | 0 | 364,046 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 24,328,304 | 127,400 | SH | SOLE | 0 | 0 | 127,400 | ||
CENTENE CORP DEL | COM | 15135B101 | 24,187,536 | 308,200 | SH | SOLE | 0 | 0 | 308,200 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 24,136,150 | 120,500 | SH | SOLE | 0 | 0 | 120,500 | ||
NASDAQ INC | COM | 631103108 | 23,990,620 | 380,200 | SH | SOLE | 0 | 0 | 380,200 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 23,723,530 | 178,225 | SH | SOLE | 0 | 0 | 178,225 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 23,241,630 | 207,700 | SH | SOLE | 0 | 0 | 207,700 | ||
PAYCHEX INC | COM | 704326107 | 23,041,823 | 187,637 | SH | SOLE | 0 | 0 | 187,637 | ||
TENABLE HLDGS INC | COM | 88025T102 | 22,230,253 | 449,732 | SH | SOLE | 0 | 0 | 449,732 | ||
PACCAR INC | COM | 693718108 | 21,172,801 | 170,900 | SH | SOLE | 0 | 0 | 170,900 | ||
RELIANCE INC | COM | 759509102 | 20,652,324 | 61,800 | SH | SOLE | 0 | 0 | 61,800 | ||
HENRY SCHEIN INC | COM | 806407102 | 20,177,811 | 267,185 | SH | SOLE | 0 | 0 | 267,185 | ||
AIRBNB INC | COM CL A | 009066101 | 20,137,822 | 122,077 | SH | SOLE | 0 | 0 | 122,077 | ||
ABBOTT LABS | COM | 002824100 | 19,913,232 | 175,200 | SH | SOLE | 0 | 0 | 175,200 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 19,477,696 | 39,200 | SH | SOLE | 0 | 0 | 39,200 | ||
APA CORPORATION | COM | 03743Q108 | 19,366,254 | 563,300 | SH | SOLE | 0 | 0 | 563,300 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 18,525,408 | 84,800 | SH | SOLE | 0 | 0 | 84,800 | ||
OKTA INC | CL A | 679295105 | 18,454,550 | 176,396 | SH | SOLE | 0 | 0 | 176,396 | ||
DAVITA INC | COM | 23918K108 | 18,106,086 | 131,156 | SH | SOLE | 0 | 0 | 131,156 | ||
MASCO CORP | COM | 574599106 | 17,569,021 | 222,731 | SH | SOLE | 0 | 0 | 222,731 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 16,317,098 | 303,800 | SH | SOLE | 0 | 0 | 303,800 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 16,009,373 | 59,663 | SH | SOLE | 0 | 0 | 59,663 | ||
HUBBELL INC | COM | 443510607 | 14,983,305 | 36,100 | SH | SOLE | 0 | 0 | 36,100 | ||
CAMPBELL SOUP CO | COM | 134429109 | 14,721,840 | 331,200 | SH | SOLE | 0 | 0 | 331,200 | ||
CF INDS HLDGS INC | COM | 125269100 | 14,586,713 | 175,300 | SH | SOLE | 0 | 0 | 175,300 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 14,046,232 | 197,890 | SH | SOLE | 0 | 0 | 197,890 | ||
BIO-TECHNE CORP | COM | 09073M104 | 13,388,178 | 190,200 | SH | SOLE | 0 | 0 | 190,200 | ||
LAM RESEARCH CORP | COM | 512807108 | 13,019,038 | 13,400 | SH | SOLE | 0 | 0 | 13,400 | ||
HOLOGIC INC | COM | 436440101 | 12,917,972 | 165,700 | SH | SOLE | 0 | 0 | 165,700 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 12,749,720 | 96,101 | SH | SOLE | 0 | 0 | 96,101 | ||
ETSY INC | COM | 29786A106 | 12,718,010 | 185,070 | SH | SOLE | 0 | 0 | 185,070 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 12,330,506 | 13,100 | SH | SOLE | 0 | 0 | 13,100 | ||
TWILIO INC | CL A | 90138F102 | 12,213,306 | 199,727 | SH | SOLE | 0 | 0 | 199,727 | ||
ARISTA NETWORKS INC | COM | 040413106 | 12,208,158 | 42,100 | SH | SOLE | 0 | 0 | 42,100 | ||
DROPBOX INC | CL A | 26210C104 | 12,135,420 | 499,400 | SH | SOLE | 0 | 0 | 499,400 | ||
CHUBB LIMITED | COM | H1467J104 | 11,349,894 | 43,800 | SH | SOLE | 0 | 0 | 43,800 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 11,338,116 | 20,400 | SH | SOLE | 0 | 0 | 20,400 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 11,330,720 | 9,200 | SH | SOLE | 0 | 0 | 9,200 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 11,163,449 | 64,900 | SH | SOLE | 0 | 0 | 64,900 | ||
STRYKER CORPORATION | COM | 863667101 | 10,592,952 | 29,600 | SH | SOLE | 0 | 0 | 29,600 | ||
CLOROX CO DEL | COM | 189054109 | 10,382,236 | 67,809 | SH | SOLE | 0 | 0 | 67,809 | ||
PHILLIPS 66 | COM | 718546104 | 10,290,420 | 63,000 | SH | SOLE | 0 | 0 | 63,000 | ||
KELLANOVA | COM | 487836108 | 9,679,547 | 168,957 | SH | SOLE | 0 | 0 | 168,957 | ||
AMETEK INC | COM | 031100100 | 9,194,749 | 50,272 | SH | SOLE | 0 | 0 | 50,272 | ||
D R HORTON INC | COM | 23331A109 | 8,852,790 | 53,800 | SH | SOLE | 0 | 0 | 53,800 | ||
PACKAGING CORP AMER | COM | 695156109 | 8,350,320 | 44,000 | SH | SOLE | 0 | 0 | 44,000 | ||
IDEX CORP | COM | 45167R104 | 8,238,359 | 33,761 | SH | SOLE | 0 | 0 | 33,761 | ||
DOCUSIGN INC | COM | 256163106 | 8,214,684 | 137,946 | SH | SOLE | 0 | 0 | 137,946 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 7,820,379 | 379,078 | SH | SOLE | 0 | 0 | 379,078 | ||
VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 7,626,240 | 460,800 | SH | SOLE | 0 | 0 | 460,800 | ||
AFLAC INC | COM | 001055102 | 7,461,234 | 86,900 | SH | SOLE | 0 | 0 | 86,900 | ||
KRAFT HEINZ CO | COM | 500754106 | 7,018,380 | 190,200 | SH | SOLE | 0 | 0 | 190,200 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 6,746,192 | 75,200 | SH | SOLE | 0 | 0 | 75,200 | ||
QUANTA SVCS INC | COM | 74762E102 | 6,728,820 | 25,900 | SH | SOLE | 0 | 0 | 25,900 | ||
RPM INTL INC | COM | 749685103 | 6,411,405 | 53,900 | SH | SOLE | 0 | 0 | 53,900 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 6,390,390 | 55,400 | SH | SOLE | 0 | 0 | 55,400 | ||
QUALCOMM INC | COM | 747525103 | 6,331,820 | 37,400 | SH | SOLE | 0 | 0 | 37,400 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 5,944,904 | 10,600 | SH | SOLE | 0 | 0 | 10,600 | ||
AMERIPRISE FINL INC | COM | 03076C106 | 5,612,032 | 12,800 | SH | SOLE | 0 | 0 | 12,800 | ||
LENNAR CORP | CL A | 526057104 | 5,606,548 | 32,600 | SH | SOLE | 0 | 0 | 32,600 | ||
BECTON DICKINSON & CO | COM | 075887109 | 5,592,370 | 22,600 | SH | SOLE | 0 | 0 | 22,600 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 5,299,981 | 30,507 | SH | SOLE | 0 | 0 | 30,507 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 5,240,183 | 30,700 | SH | SOLE | 0 | 0 | 30,700 | ||
YUM BRANDS INC | COM | 988498101 | 5,185,510 | 37,400 | SH | SOLE | 0 | 0 | 37,400 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 5,129,892 | 42,600 | SH | SOLE | 0 | 0 | 42,600 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 5,029,731 | 20,300 | SH | SOLE | 0 | 0 | 20,300 | ||
ARCH CAP GROUP LTD | ORD | G0450A105 | 4,196,776 | 45,400 | SH | SOLE | 0 | 0 | 45,400 | ||
IRON MTN INC DEL | COM | 46284V101 | 4,114,773 | 51,300 | SH | SOLE | 0 | 0 | 51,300 | ||
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 3,390,345 | 32,900 | SH | SOLE | 0 | 0 | 32,900 | ||
INGERSOLL RAND INC | COM | 45687V106 | 3,180,825 | 33,500 | SH | SOLE | 0 | 0 | 33,500 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 2,928,432 | 49,400 | SH | SOLE | 0 | 0 | 49,400 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 2,836,500 | 24,400 | SH | SOLE | 0 | 0 | 24,400 | ||
HOWMET AEROSPACE INC | COM | 443201108 | 2,833,002 | 41,400 | SH | SOLE | 0 | 0 | 41,400 | ||
ADOBE INC | COM | 00724F101 | 2,573,460 | 5,100 | SH | SOLE | 0 | 0 | 5,100 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 2,540,918 | 11,300 | SH | SOLE | 0 | 0 | 11,300 | ||
HF SINCLAIR CORP | COM | 403949100 | 2,372,541 | 39,300 | SH | SOLE | 0 | 0 | 39,300 | ||
GLOBE LIFE INC | COM | 37959E102 | 2,234,304 | 19,200 | SH | SOLE | 0 | 0 | 19,200 | ||
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 2,228,284 | 9,700 | SH | SOLE | 0 | 0 | 9,700 | ||
WILLIAMS COS INC | COM | 969457100 | 2,155,041 | 55,300 | SH | SOLE | 0 | 0 | 55,300 | ||
COPART INC | COM | 217204106 | 1,992,448 | 34,400 | SH | SOLE | 0 | 0 | 34,400 | ||
SMITH A O CORP | COM | 831865209 | 1,950,228 | 21,800 | SH | SOLE | 0 | 0 | 21,800 | ||
FERGUSON PLC NEW | SHS | G3421J106 | 1,922,184 | 8,800 | SH | SOLE | 0 | 0 | 8,800 | ||
BANK NEW YORK MELLON CORP | COM | 064058100 | 1,849,602 | 32,100 | SH | SOLE | 0 | 0 | 32,100 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 1,769,659 | 57,700 | SH | SOLE | 0 | 0 | 57,700 | ||
NORDSON CORP | COM | 655663102 | 1,757,056 | 6,400 | SH | SOLE | 0 | 0 | 6,400 | ||
VISTRA CORP | COM | 92840M102 | 1,601,950 | 23,000 | SH | SOLE | 0 | 0 | 23,000 | ||
COTERRA ENERGY INC | COM | 127097103 | 1,527,824 | 54,800 | SH | SOLE | 0 | 0 | 54,800 | ||
ARROW ELECTRS INC | COM | 042735100 | 1,527,628 | 11,800 | SH | SOLE | 0 | 0 | 11,800 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 1,501,248 | 9,600 | SH | SOLE | 0 | 0 | 9,600 | ||
GENUINE PARTS CO | COM | 372460105 | 1,378,877 | 8,900 | SH | SOLE | 0 | 0 | 8,900 | ||
BERKLEY W R CORP | COM | 084423102 | 1,353,132 | 15,300 | SH | SOLE | 0 | 0 | 15,300 | ||
OVINTIV INC | COM | 69047Q102 | 1,245,600 | 24,000 | SH | SOLE | 0 | 0 | 24,000 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,162,708 | 400 | SH | SOLE | 0 | 0 | 400 | ||
CARLISLE COS INC | COM | 142339100 | 1,136,365 | 2,900 | SH | SOLE | 0 | 0 | 2,900 | ||
EVEREST GROUP LTD | COM | G3223R108 | 1,073,250 | 2,700 | SH | SOLE | 0 | 0 | 2,700 | ||
TARGA RES CORP | COM | 87612G101 | 1,052,706 | 9,400 | SH | SOLE | 0 | 0 | 9,400 | ||
C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 997,434 | 13,100 | SH | SOLE | 0 | 0 | 13,100 | ||
FIRSTENERGY CORP | COM | 337932107 | 984,810 | 25,500 | SH | SOLE | 0 | 0 | 25,500 | ||
SEI INVTS CO | COM | 784117103 | 949,080 | 13,200 | SH | SOLE | 0 | 0 | 13,200 | ||
ROSS STORES INC | COM | 778296103 | 777,828 | 5,300 | SH | SOLE | 0 | 0 | 5,300 | ||
CONAGRA BRANDS INC | COM | 205887102 | 643,188 | 21,700 | SH | SOLE | 0 | 0 | 21,700 |