Caisse De Depot Et Placement Du Quebec 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

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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	COMMON	88579Y101	21,401,576	195,770	SH		SOLE		195,770	0	0
Abbott Laboratories	COMMON	002824100	16,472,305	149,653	SH		SOLE		149,653	0	0
AbbVie Inc	COMMON	00287Y109	8,527,379	55,026	SH		SOLE		55,026	0	0
Accenture PLC	COMMON	G1151C101	92,121,244	262,521	SH		SOLE		262,521	0	0
Adobe Inc	COMMON	00724F101	233,814,700	391,912	SH		SOLE		391,912	0	0
Advanced Micro Devices Inc	COMMON	007903107	36,502,403	247,625	SH		SOLE		247,625	0	0
Aflac Inc	COMMON	001055102	11,287,815	136,822	SH		SOLE		136,822	0	0
Agilent Technologies Inc	COMMON	00846U101	6,637,292	47,740	SH		SOLE		47,740	0	0
Air Products and Chemicals Inc	COMMON	009158106	27,996,050	102,250	SH		SOLE		102,250	0	0
Airbnb Inc	COMMON	009066101	23,429,557	172,099	SH		SOLE		172,099	0	0
Akamai Technologies Inc	COMMON	00971T101	5,608,843	47,392	SH		SOLE		47,392	0	0
Albemarle Corp	COMMON	012653101	25,781,590	178,444	SH		SOLE		178,444	0	0
Albertsons Cos Inc	COMMON	013091103	2,015,835	87,645	SH		SOLE		87,645	0	0
Allegion plc	COMMON	G0176J109	3,274,937	25,850	SH		SOLE		25,850	0	0
Alliant Energy Corp	COMMON	018802108	4,237,380	82,600	SH		SOLE		82,600	0	0
Alnylam Pharmaceuticals Inc	COMMON	02043Q107	3,750,679	19,595	SH		SOLE		19,595	0	0
Alphabet Inc	COMMON	02079K305	819,060,604	5,863,416	SH		SOLE		5,863,416	0	0
Alphabet Inc	COMMON	02079K107	282,468,533	2,004,318	SH		SOLE		2,004,318	0	0
Amazon.com Inc	COMMON	023135106	561,975,914	3,698,670	SH		SOLE		3,698,670	0	0
Amcor PLC	COMMON	G0250X107	1,405,579	145,807	SH		SOLE		145,807	0	0
Ameren Corp	COMMON	023608102	186,121,632	2,572,873	SH		SOLE		2,572,873	0	0
American Express Co	COMMON	025816109	27,619,348	147,429	SH		SOLE		147,429	0	0
American Financial Group Inc/OH	COMMON	025932104	647,237	5,444	SH		SOLE		5,444	0	0
American International Group Inc	COMMON	026874784	28,451,273	419,945	SH		SOLE		419,945	0	0
American Tower Corp	REIT	03027X100	3,946,934	18,283	SH		SOLE		18,283	0	0
Ameriprise Financial Inc	COMMON	03076C106	11,203,466	29,496	SH		SOLE		29,496	0	0
AMETEK Inc	COMMON	031100100	191,437	1,161	SH		SOLE		1,161	0	0
Amgen Inc	COMMON	031162100	56,648,925	196,684	SH		SOLE		196,684	0	0
Amphenol Corp	COMMON	032095101	11,000,654	110,972	SH		SOLE		110,972	0	0
ANSYS Inc	COMMON	03662Q105	300,828	829	SH		SOLE		829	0	0
Aon PLC	COMMON	G0403H108	17,097,133	58,749	SH		SOLE		58,749	0	0
Apollo Global Management Inc	COMMON	03769M106	308,366	3,309	SH		SOLE		3,309	0	0
Apple Inc	COMMON	037833100	1,607,665,342	8,350,207	SH		SOLE		8,350,207	0	0
Applied Materials Inc	COMMON	038222105	151,731,715	936,211	SH		SOLE		936,211	0	0
Arch Capital Group Ltd	COMMON	G0450A105	94,155,419	1,267,745	SH		SOLE		1,267,745	0	0
Archer-Daniels-Midland Co	COMMON	039483102	18,328,426	253,786	SH		SOLE		253,786	0	0
Ares Management Corp	COMMON	03990B101	108,693	914	SH		SOLE		914	0	0
Arista Networks Inc	COMMON	040413106	101,978,183	433,010	SH		SOLE		433,010	0	0
Arrow Electronics Inc	COMMON	042735100	50,947,933	416,752	SH		SOLE		416,752	0	0
Arthur J Gallagher & Co	COMMON	363576109	37,289,601	165,820	SH		SOLE		165,820	0	0
Aspen Technology Inc	COMMON	29109X106	1,768,905	8,035	SH		SOLE		8,035	0	0
Assurant Inc	COMMON	04621X108	1,854,064	11,004	SH		SOLE		11,004	0	0
AT&T Inc	COMMON	00206R102	292,026,913	17,403,273	SH		SOLE		17,403,273	0	0
Atkore Inc	COMMON	047649108	6,736,000	42,100	SH		SOLE		42,100	0	0
Atlassian Corp	COMMON	049468101	5,410,364	22,746	SH		SOLE		22,746	0	0
Atmos Energy Corp	COMMON	049560105	35,417,534	305,587	SH		SOLE		305,587	0	0
Autodesk Inc	COMMON	052769106	40,215,835	165,171	SH		SOLE		165,171	0	0
Automatic Data Processing Inc	COMMON	053015103	72,863,698	312,760	SH		SOLE		312,760	0	0
AutoZone Inc	COMMON	053332102	172,775,635	66,822	SH		SOLE		66,822	0	0
AvalonBay Communities Inc	REIT	053484101	6,571,422	35,100	SH		SOLE		35,100	0	0
Avery Dennison Corp	COMMON	053611109	802,575	3,970	SH		SOLE		3,970	0	0
Axcelis Technologies Inc	COMMON	054540208	6,302,934	48,600	SH		SOLE		48,600	0	0
Bank of America Corp	COMMON	060505104	130,029,000	3,861,865	SH		SOLE		3,861,865	0	0
Banque Canadienne Imperiale de Commerce	COMMON	136069101	19,934,476	412,000	SH		SOLE		412,000	0	0
Banque de Montreal	COMMON	063671101	555,679,296	5,588,580	SH		SOLE		5,588,580	0	0
Banque Royale du Canada	COMMON	780087102	261,098,984	2,569,292	SH		SOLE		2,569,292	0	0
Banque Toronto-Dominion, La	COMMON	891160509	120,514,728	1,856,000	SH		SOLE		1,856,000	0	0
BCE Inc	COMMON	05534B760	572,220,137	14,462,900	SH		SOLE		14,462,900	0	0
Becton Dickinson & Co	COMMON	075887109	4,476,719	18,360	SH		SOLE		18,360	0	0
Benson Hill Inc	COMMON	082490103	887,072	5,103,979	SH		SOLE		5,103,979	0	0
Berkshire Hathaway Inc	COMMON	084670702	296,541,738	831,441	SH		SOLE		831,441	0	0
Best Buy Co Inc	COMMON	086516101	7,687,879	98,210	SH		SOLE		98,210	0	0
BILL Holdings Inc	COMMON	090043100	5,773,798	70,766	SH		SOLE		70,766	0	0
BioMarin Pharmaceutical Inc	COMMON	09061G101	6,503,336	67,448	SH		SOLE		67,448	0	0
BlackRock Inc	COMMON	09247X101	30,108,039	37,088	SH		SOLE		37,088	0	0
Blackstone Inc	COMMON	09260D107	4,055,509	30,977	SH		SOLE		30,977	0	0
Boeing Co/The	COMMON	097023105	6,044,184	23,188	SH		SOLE		23,188	0	0
Booking Holdings Inc	COMMON	09857L108	111,035,086	31,302	SH		SOLE		31,302	0	0
Booz Allen Hamilton Holding Corp	COMMON	099502106	204,506,210	1,598,829	SH		SOLE		1,598,829	0	0
Boston Scientific Corp	COMMON	101137107	54,111,257	936,019	SH		SOLE		936,019	0	0
Bristol-Myers Squibb Co	COMMON	110122108	152,385,924	2,969,907	SH		SOLE		2,969,907	0	0
Brixmor Property Group Inc	REIT	11120U105	3,839,550	165,000	SH		SOLE		165,000	0	0
Broadcom Inc	COMMON	11135F101	326,691,776	292,669	SH		SOLE		292,669	0	0
Broadridge Financial Solutions Inc	COMMON	11133T103	376,317	1,829	SH		SOLE		1,829	0	0
Brookfield Corp	COMMON	11271J107	155,460,446	3,856,823	SH		SOLE		3,856,823	0	0
Brookfield Infrastructure Corp	COMMON	11275Q107	82,884,987	2,338,300	SH		SOLE		2,338,300	0	0
Brown & Brown Inc	COMMON	115236101	28,113,693	395,355	SH		SOLE		395,355	0	0
Brown-Forman Corp	COMMON	115637209	15,181,006	265,867	SH		SOLE		265,867	0	0
BRP Inc	COMMON	05577W200	70,255,677	977,000	SH		SOLE		977,000	0	0
Builders FirstSource Inc	COMMON	12008R107	99,843,640	598,081	SH		SOLE		598,081	0	0
Bunge Global SA	COMMON	H11356104	59,189,007	586,320	SH		SOLE		586,320	0	0
Cadence Design Systems Inc	COMMON	127387108	35,293,159	129,578	SH		SOLE		129,578	0	0
CAE Inc	COMMON	124765108	533,657,782	24,604,237	SH		SOLE		24,604,237	0	0
Campbell Soup Co	COMMON	134429109	16,846,818	389,702	SH		SOLE		389,702	0	0
Capital One Financial Corp	COMMON	14040H105	11,750,581	89,617	SH		SOLE		89,617	0	0
Cardinal Health Inc	COMMON	14149Y108	59,987,393	595,113	SH		SOLE		595,113	0	0
Carlisle Cos Inc	COMMON	142339100	25,463,046	81,500	SH		SOLE		81,500	0	0
Carrier Global Corp	COMMON	14448C104	128,516	2,237	SH		SOLE		2,237	0	0
Caterpillar Inc	COMMON	149123101	50,899,293	172,149	SH		SOLE		172,149	0	0
Cboe Global Markets Inc	COMMON	12503M108	65,119,223	364,691	SH		SOLE		364,691	0	0
CBRE Group Inc	COMMON	12504L109	94,748,679	1,017,818	SH		SOLE		1,017,818	0	0
CDW Corp	COMMON	12514G108	2,793,763	12,290	SH		SOLE		12,290	0	0
Cencora Inc	COMMON	03073E105	70,310,202	342,342	SH		SOLE		342,342	0	0
Centene Corp	COMMON	15135B101	85,860,525	1,156,994	SH		SOLE		1,156,994	0	0
CF Industries Holdings Inc	COMMON	125269100	73,948,436	930,169	SH		SOLE		930,169	0	0
CGI Inc	COMMON	12532H104	2,039,830,366	18,948,365	SH		SOLE		18,948,365	0	0
CH Robinson Worldwide Inc	COMMON	12541W209	29,554,452	342,105	SH		SOLE		342,105	0	0
Charles Schwab Corp/The	COMMON	808513105	30,608,227	444,887	SH		SOLE		444,887	0	0
Charter Communications Inc	COMMON	16119P108	553,480	1,424	SH		SOLE		1,424	0	0
Check Point Software Technologies Ltd	COMMON	M22465104	72,149,728	472,215	SH		SOLE		472,215	0	0
Chemin de fer Canadien Pacifique Limitee	COMMON	13646K108	124,396,481	1,564,567	SH		SOLE		1,564,567	0	0
Cheniere Energy Inc	COMMON	16411R208	116,145,621	680,368	SH		SOLE		680,368	0	0
Chipotle Mexican Grill Inc	COMMON	169656105	17,886,314	7,821	SH		SOLE		7,821	0	0
Chubb Ltd	COMMON	H1467J104	92,344,954	408,606	SH		SOLE		408,606	0	0
Church & Dwight Co Inc	COMMON	171340102	21,128,580	223,441	SH		SOLE		223,441	0	0
Cia de Minas Buenaventura SAA	ADR	204448104	1,176,680	77,210	SH		SOLE		77,210	0	0
Cigna Group/The	COMMON	125523100	86,176,618	287,783	SH		SOLE		287,783	0	0
Cincinnati Financial Corp	COMMON	172062101	5,190,381	50,168	SH		SOLE		50,168	0	0
Cintas Corp	COMMON	172908105	23,689,962	39,309	SH		SOLE		39,309	0	0
Cisco Systems Inc	COMMON	17275R102	803,959,545	15,913,689	SH		SOLE		15,913,689	0	0
Citigroup Inc	COMMON	172967424	203,031,676	3,946,961	SH		SOLE		3,946,961	0	0
Cleveland-Cliffs Inc	COMMON	185899101	2,417,626	118,395	SH		SOLE		118,395	0	0
CME Group Inc	COMMON	12572Q105	13,522,415	64,209	SH		SOLE		64,209	0	0
CMS Energy Corp	COMMON	125896100	161,373,978	2,778,956	SH		SOLE		2,778,956	0	0
Coca-Cola Co/The	COMMON	191216100	73,128,415	1,240,937	SH		SOLE		1,240,937	0	0
Cognizant Technology Solutions Corp	COMMON	192446102	79,025,755	1,046,283	SH		SOLE		1,046,283	0	0
Colgate-Palmolive Co	COMMON	194162103	172,209,155	2,160,446	SH		SOLE		2,160,446	0	0
Colliers International Group Inc	COMMON	194693107	39,285,715	309,082	SH		SOLE		309,082	0	0
Comcast Corp	COMMON	20030N101	236,610,660	5,395,910	SH		SOLE		5,395,910	0	0
Compagnie des chemins de fer nationaux du Canada	COMMON	136375102	1,611,477,968	12,758,300	SH		SOLE		12,758,300	0	0
Conagra Brands Inc	COMMON	205887102	41,958	1,464	SH		SOLE		1,464	0	0
Confluent Inc	COMMON	20717M103	310,284	13,260	SH		SOLE		13,260	0	0
Consolidated Edison Inc	COMMON	209115104	14,314,221	157,351	SH		SOLE		157,351	0	0
Constellation Energy Corp	COMMON	21037T109	1,659,254	14,195	SH		SOLE		14,195	0	0
Consumer Staples Select Sector SPDR Fund	ETF	81369Y308	285,606,164	3,965,100	SH		SOLE		3,965,100	0	0
Copart Inc	COMMON	217204106	116,220,646	2,371,850	SH		SOLE		2,371,850	0	0
Corning Inc	COMMON	219350105	4,948,125	162,500	SH		SOLE		162,500	0	0
CoStar Group Inc	COMMON	22160N109	9,251,018	105,859	SH		SOLE		105,859	0	0
Costco Wholesale Corp	COMMON	22160K105	232,223,413	351,811	SH		SOLE		351,811	0	0
Credicorp Ltd	COMMON	G2519Y108	3,646,747	24,323	SH		SOLE		24,323	0	0
Crowdstrike Holdings Inc	COMMON	22788C105	13,494,173	52,852	SH		SOLE		52,852	0	0
Crown Holdings Inc	COMMON	228368106	18,417,999	200,000	SH		SOLE		200,000	0	0
Cummins Inc	COMMON	231021106	6,899,616	28,800	SH		SOLE		28,800	0	0
CVS Health Corp	COMMON	126650100	126,736,248	1,605,069	SH		SOLE		1,605,069	0	0
Danaher Corp	COMMON	235851102	24,383,467	105,401	SH		SOLE		105,401	0	0
Datadog Inc	COMMON	23804L103	28,639,976	235,953	SH		SOLE		235,953	0	0
DaVita Inc	COMMON	23918K108	211,510	2,019	SH		SOLE		2,019	0	0
Deckers Outdoor Corp	COMMON	243537107	60,611,230	90,677	SH		SOLE		90,677	0	0
Deere & Co	COMMON	244199105	1,452,728	3,633	SH		SOLE		3,633	0	0
Dell Technologies Inc	COMMON	24703L202	71,548,843	935,279	SH		SOLE		935,279	0	0
Dexcom Inc	COMMON	252131107	4,058,363	32,705	SH		SOLE		32,705	0	0
Dick's Sporting Goods Inc	COMMON	253393102	11,828,153	80,491	SH		SOLE		80,491	0	0
Dollar General Corp	COMMON	256677105	10,821,620	79,600	SH		SOLE		79,600	0	0
Dominion Energy Inc	COMMON	25746U109	184,270,226	3,920,643	SH		SOLE		3,920,643	0	0
Domino's Pizza Inc	COMMON	25754A201	5,317,355	12,899	SH		SOLE		12,899	0	0
DoubleVerify Holdings Inc	COMMON	25862V105	4,840,910	131,618	SH		SOLE		131,618	0	0
DR Horton Inc	COMMON	23331A109	121,853,614	801,774	SH		SOLE		801,774	0	0
Dropbox Inc	COMMON	26210C104	19,623,126	665,642	SH		SOLE		665,642	0	0
Duke Energy Corp	COMMON	26441C204	110,884,599	1,142,669	SH		SOLE		1,142,669	0	0
Ecolab Inc	COMMON	278865100	30,836,681	155,466	SH		SOLE		155,466	0	0
Edwards Lifesciences Corp	COMMON	28176E108	13,232,501	173,541	SH		SOLE		173,541	0	0
Electronic Arts Inc	COMMON	285512109	12,877,789	94,129	SH		SOLE		94,129	0	0
Elevance Health Inc	COMMON	036752103	385,238,574	816,945	SH		SOLE		816,945	0	0
Eli Lilly & Co	COMMON	532457108	333,438,398	572,014	SH		SOLE		572,014	0	0
Enbridge Inc	COMMON	29250N105	150,459,748	4,159,250	SH		SOLE		4,159,250	0	0
Enphase Energy Inc	COMMON	29355A107	510,853	3,866	SH		SOLE		3,866	0	0
Equifax Inc	COMMON	294429105	182,995	740	SH		SOLE		740	0	0
Equinix Inc	REIT	29444U700	5,748,068	7,137	SH		SOLE		7,137	0	0
Equity LifeStyle Properties Inc	REIT	29472R108	10,023,311	142,094	SH		SOLE		142,094	0	0
Equity Residential	REIT	29476L107	4,887,296	79,910	SH		SOLE		79,910	0	0
Erie Indemnity Co	COMMON	29530P102	21,775,829	65,018	SH		SOLE		65,018	0	0
Everest Group Ltd	COMMON	G3223R108	34,805,002	98,436	SH		SOLE		98,436	0	0
Eversource Energy	COMMON	30040W108	121,347,077	1,966,090	SH		SOLE		1,966,090	0	0
Expedia Group Inc	COMMON	30212P303	477,531	3,146	SH		SOLE		3,146	0	0
Expeditors International of Washington Inc	COMMON	302130109	104,115,359	818,517	SH		SOLE		818,517	0	0
Extra Space Storage Inc	REIT	30225T102	23,883,398	148,964	SH		SOLE		148,964	0	0
F5 Inc	COMMON	315616102	1,531,353	8,556	SH		SOLE		8,556	0	0
Fabrinet	COMMON	G3323L100	970,683	5,100	SH		SOLE		5,100	0	0
FactSet Research Systems Inc	COMMON	303075105	4,523,865	9,483	SH		SOLE		9,483	0	0
Fair Isaac Corp	COMMON	303250104	2,850,661	2,449	SH		SOLE		2,449	0	0
Fastenal Co	COMMON	311900104	23,288,702	359,560	SH		SOLE		359,560	0	0
FedEx Corp	COMMON	31428X106	3,528,931	13,950	SH		SOLE		13,950	0	0
Ferguson PLC	COMMON	G3421J106	87,209,914	451,701	SH		SOLE		451,701	0	0
Fifth Third Bancorp	COMMON	316773100	954,373	27,671	SH		SOLE		27,671	0	0
Financial Select Sector SPDR Fund	ETF	81369Y605	512,909,134	13,641,200	SH		SOLE		13,641,200	0	0
Financial Select Sector SPDR Fund	OTC OPTION	81369Y605	1,673,518	3,517,500	SH	Call	SOLE		3,517,500	0	0
Financial Select Sector SPDR Fund	OTC OPTION	81369Y605	2,246,458	3,517,500	SH	Put	SOLE		3,517,500	0	0
Financiere Sun Life du Canada, Inc	COMMON	866796105	63,452,389	1,217,525	SH		SOLE		1,217,525	0	0
First Citizens BancShares Inc/NC	COMMON	31946M103	19,119,202	13,474	SH		SOLE		13,474	0	0
First Horizon Corp	COMMON	320517105	2,832,000	200,000	SH		SOLE		200,000	0	0
Fiserv Inc	COMMON	337738108	51,044,035	384,252	SH		SOLE		384,252	0	0
Flywire Corp	COMMON	302492103	2,498,510	107,927	SH		SOLE		107,927	0	0
FMC Corp	COMMON	302491303	31,525	500	SH		SOLE		500	0	0
Fortinet Inc	COMMON	34959E109	95,796,578	1,636,709	SH		SOLE		1,636,709	0	0
Fox Corp	COMMON	35137L105	6,818,077	229,797	SH		SOLE		229,797	0	0
Franco-Nevada Corp	COMMON	351858105	31,915,519	286,733	SH		SOLE		286,733	0	0
Fury Gold Mines Ltd	COMMON	36117T100	467,849	920,754	SH		SOLE		920,754	0	0
Futu Holdings Ltd	ADR	36118L106	14,582,877	266,939	SH		SOLE		266,939	0	0
Gaming and Leisure Properties Inc	REIT	36467J108	3,415,020	69,200	SH		SOLE		69,200	0	0
Garmin Ltd	COMMON	H2906T109	9,038,804	70,319	SH		SOLE		70,319	0	0
Gartner Inc	COMMON	366651107	7,032,805	15,590	SH		SOLE		15,590	0	0
GE HealthCare Technologies Inc	COMMON	36266G107	4,685,592	60,600	SH		SOLE		60,600	0	0
Gen Digital Inc	COMMON	668771108	4,560,965	199,867	SH		SOLE		199,867	0	0
General Electric Co	COMMON	369604301	32,184,456	252,170	SH		SOLE		252,170	0	0
General Mills Inc	COMMON	370334104	23,666,534	363,318	SH		SOLE		363,318	0	0
General Motors Co	COMMON	37045V100	11,241,344	312,955	SH		SOLE		312,955	0	0
GFL Environmental Inc	COMMON	36168Q104	69,882,912	2,015,918	SH		SOLE		2,015,918	0	0
Gilead Sciences Inc	COMMON	375558103	186,184,062	2,298,285	SH		SOLE		2,298,285	0	0
Globe Life Inc	COMMON	37959E102	5,139,749	42,226	SH		SOLE		42,226	0	0
GoDaddy Inc	COMMON	380237107	908,942	8,562	SH		SOLE		8,562	0	0
Goldman Sachs Group, Inc., The	COMMON	38141G104	18,150,478	47,050	SH		SOLE		47,050	0	0
Graco Inc	COMMON	384109104	4,340,429	50,028	SH		SOLE		50,028	0	0
Hartford Financial Services Group Inc/The	COMMON	416515104	5,090,063	63,325	SH		SOLE		63,325	0	0
HashiCorp Inc	COMMON	418100103	7,066,658	298,928	SH		SOLE		298,928	0	0
HCA Healthcare Inc	COMMON	40412C101	3,177,783	11,740	SH		SOLE		11,740	0	0
Health Care Select Sector SPDR Fund	ETF	81369Y209	234,178,092	1,717,100	SH		SOLE		1,717,100	0	0
Healthpeak Properties Inc	REIT	42250P103	396,000	20,000	SH		SOLE		20,000	0	0
Hershey Co, The	COMMON	427866108	27,423,273	147,089	SH		SOLE		147,089	0	0
Hewlett Packard Enterprise Co	COMMON	42824C109	68,056,399	4,008,033	SH		SOLE		4,008,033	0	0
Hilton Worldwide Holdings Inc	COMMON	43300A203	20,055,392	110,140	SH		SOLE		110,140	0	0
Home Depot Inc, The	COMMON	437076102	31,756,457	91,636	SH		SOLE		91,636	0	0
Honeywell International Inc	COMMON	438516106	37,216,184	177,465	SH		SOLE		177,465	0	0
Hormel Foods Corp	COMMON	440452100	14,820,435	461,552	SH		SOLE		461,552	0	0
Host Hotels & Resorts Inc	REIT	44107P104	63,059,572	3,238,807	SH		SOLE		3,238,807	0	0
HP Inc	COMMON	40434L105	34,708,664	1,153,495	SH		SOLE		1,153,495	0	0
Hubbell Inc	COMMON	443510607	4,407,662	13,400	SH		SOLE		13,400	0	0
HubSpot Inc	COMMON	443573100	6,114,828	10,533	SH		SOLE		10,533	0	0
Humana Inc	COMMON	444859102	57,901,520	126,475	SH		SOLE		126,475	0	0
Huntington Bancshares Inc/OH	COMMON	446150104	3,912,303	307,571	SH		SOLE		307,571	0	0
ICL Group Ltd	COMMON	M53213100	3,179,332	625,257	SH		SOLE		625,257	0	0
IDEXX Laboratories Inc	COMMON	45168D104	1,862,193	3,355	SH		SOLE		3,355	0	0
Illinois Tool Works Inc	COMMON	452308109	18,250,146	69,673	SH		SOLE		69,673	0	0
Incyte Corp	COMMON	45337C102	5,531,673	88,098	SH		SOLE		88,098	0	0
Intel Corp	COMMON	458140100	509,484,459	10,138,994	SH		SOLE		10,138,994	0	0
Intercontinental Exchange Inc	COMMON	45866F104	173,114,782	1,347,931	SH		SOLE		1,347,931	0	0
International Business Machines Corp	COMMON	459200101	161,846,953	989,587	SH		SOLE		989,587	0	0
International Paper Co	COMMON	460146103	39,765	1,100	SH		SOLE		1,100	0	0
Interpublic Group of Cos Inc, The	COMMON	460690100	40,115	1,229	SH		SOLE		1,229	0	0
Intuit Inc	COMMON	461202103	58,132,789	93,008	SH		SOLE		93,008	0	0
Intuitive Surgical Inc	COMMON	46120E602	75,357,118	223,373	SH		SOLE		223,373	0	0
IPG Photonics Corp	COMMON	44980X109	21,490,921	198,000	SH		SOLE		198,000	0	0
IQVIA Holdings Inc	COMMON	46266C105	381,083	1,647	SH		SOLE		1,647	0	0
iShares JP Morgan USD Emerging Markets Bond ETF	ETF	464288281	441,984,262	4,961,934	SH		SOLE		4,961,934	0	0
iShares MSCI Emerging Markets ETF	ETF	464287234	11,484,860	285,622	SH		SOLE		285,622	0	0
iShares MSCI South Korea ETF	ETF	464286772	1,952,794	29,800	SH		SOLE		29,800	0	0
iShares MSCI Taiwan ETF	ETF	46434G772	1,210,589	26,300	SH		SOLE		26,300	0	0
iShares Russell 1000 Value ETF	ETF	464287598	8,262,500	50,000	SH		SOLE		50,000	0	0
Jabil Inc	COMMON	466313103	43,795,280	343,762	SH		SOLE		343,762	0	0
Jack Henry & Associates Inc	COMMON	426281101	5,081,724	31,098	SH		SOLE		31,098	0	0
Jacobs Solutions Inc	COMMON	46982L108	60,227,199	464,000	SH		SOLE		464,000	0	0
JB Hunt Transport Services Inc	COMMON	445658107	4,810,338	24,083	SH		SOLE		24,083	0	0
JM Smucker Company, The	COMMON	832696405	6,258,464	49,521	SH		SOLE		49,521	0	0
Johnson & Johnson	COMMON	478160104	433,150,505	2,763,497	SH		SOLE		2,763,497	0	0
JPMorgan Chase & Co	COMMON	46625H100	108,748,163	639,319	SH		SOLE		639,319	0	0
Juniper Networks Inc	COMMON	48203R104	8,723,162	295,901	SH		SOLE		295,901	0	0
Kellanova	COMMON	487836108	18,821,430	336,638	SH		SOLE		336,638	0	0
Kenvue Inc	COMMON	49177J102	4,499,770	209,000	SH		SOLE		209,000	0	0
Keurig Dr Pepper Inc	COMMON	49271V100	5,035,319	151,120	SH		SOLE		151,120	0	0
Keysight Technologies Inc	COMMON	49338L103	62,541,781	393,122	SH		SOLE		393,122	0	0
Kimberly-Clark Corp	COMMON	494368103	5,100,018	41,972	SH		SOLE		41,972	0	0
KLA Corp	COMMON	482480100	13,149,007	22,620	SH		SOLE		22,620	0	0
Klaviyo Inc	COMMON	49845K101	3,773,385	135,831	SH		SOLE		135,831	0	0
Knight-Swift Transportation Holdings Inc	COMMON	499049104	55,789,807	967,733	SH		SOLE		967,733	0	0
Kraft Heinz Co, The	COMMON	500754106	21,062,847	569,574	SH		SOLE		569,574	0	0
Kroger Company, The	COMMON	501044101	93,341,465	2,042,036	SH		SOLE		2,042,036	0	0
Lam Research Corp	COMMON	512807108	43,097,315	55,023	SH		SOLE		55,023	0	0
Lamb Weston Holdings Inc	COMMON	513272104	2,245,678	20,776	SH		SOLE		20,776	0	0
Landstar System Inc	COMMON	515098101	6,138,705	31,700	SH		SOLE		31,700	0	0
Lattice Semiconductor Corp	COMMON	518415104	24,332,221	352,692	SH		SOLE		352,692	0	0
Lear Corp	COMMON	521865204	35,672,610	252,621	SH		SOLE		252,621	0	0
Leidos Holdings Inc	COMMON	525327102	21,546,580	199,063	SH		SOLE		199,063	0	0
Lennar Corp	COMMON	526057104	155,825,645	1,045,529	SH		SOLE		1,045,529	0	0
Lennox International Inc	COMMON	526107107	7,459,264	16,668	SH		SOLE		16,668	0	0
Lightspeed Commerce Inc	COMMON	53229C107	512,393,921	24,286,219	SH		SOLE		24,286,219	0	0
Linde PLC	COMMON	G54950103	41,638,192	101,381	SH		SOLE		101,381	0	0
Live Nation Entertainment Inc	COMMON	538034109	232,690	2,486	SH		SOLE		2,486	0	0
Lockheed Martin Corp	COMMON	539830109	47,177,752	104,090	SH		SOLE		104,090	0	0
Loews Corp	COMMON	540424108	5,763,583	82,822	SH		SOLE		82,822	0	0
Logitech International SA	COMMON	H50430232	54,865,955	578,961	SH		SOLE		578,961	0	0
LPL Financial Holdings Inc	COMMON	50212V100	5,959,319	26,181	SH		SOLE		26,181	0	0
Lululemon Athletica Inc	COMMON	550021109	141,160,006	276,086	SH		SOLE		276,086	0	0
M&T Bank Corp	COMMON	55261F104	4,841,117	35,316	SH		SOLE		35,316	0	0
Manhattan Associates Inc	COMMON	562750109	44,651,770	207,374	SH		SOLE		207,374	0	0
Markel Group Inc	COMMON	570535104	9,920,841	6,987	SH		SOLE		6,987	0	0
MarketAxess Holdings Inc	COMMON	57060D108	39,764,638	135,785	SH		SOLE		135,785	0	0
Marsh & McLennan Cos Inc	COMMON	571748102	299,666,701	1,581,605	SH		SOLE		1,581,605	0	0
Marvell Technology Inc	COMMON	573874104	4,417,406	73,245	SH		SOLE		73,245	0	0
Mastercard Inc	COMMON	57636Q104	771,513,108	1,808,898	SH		SOLE		1,808,898	0	0
Match Group Inc	COMMON	57667L107	350,035	9,590	SH		SOLE		9,590	0	0
McCormick & Co Inc/MD	COMMON	579780206	11,087,187	162,046	SH		SOLE		162,046	0	0
McKesson Corp	COMMON	58155Q103	290,545,876	627,556	SH		SOLE		627,556	0	0
Medtronic PLC	COMMON	G5960L103	190,384,383	2,311,051	SH		SOLE		2,311,051	0	0
MercadoLibre Inc	COMMON	58733R102	88,179,111	56,110	SH		SOLE		56,110	0	0
Merck & Co Inc	COMMON	58933Y105	557,693,214	5,115,513	SH		SOLE		5,115,513	0	0
Meta Platforms Inc	COMMON	30303M102	707,108,024	1,997,706	SH		SOLE		1,997,706	0	0
MetLife, Inc	COMMON	59156R108	35,068,740	530,300	SH		SOLE		530,300	0	0
Mettler-Toledo International Inc	COMMON	592688105	1,329,404	1,096	SH		SOLE		1,096	0	0
Microchip Technology Inc	COMMON	595017104	7,079,130	78,500	SH		SOLE		78,500	0	0
Micron Technology Inc	COMMON	595112103	22,640,190	265,294	SH		SOLE		265,294	0	0
Microsoft Corp	COMMON	594918104	1,776,774,349	4,724,961	SH		SOLE		4,724,961	0	0
Mines Agnico-Eagle Limitee	COMMON	008474108	70,179,700	1,273,764	SH		SOLE		1,273,764	0	0
Moderna Inc	COMMON	60770K107	5,398,444	54,283	SH		SOLE		54,283	0	0
Molina Healthcare Inc	COMMON	60855R100	80,792,889	223,611	SH		SOLE		223,611	0	0
Molson Coors Beverage Co	COMMON	60871R209	28,130,035	459,566	SH		SOLE		459,566	0	0
Mondelez International Inc	COMMON	609207105	214,409,101	2,960,225	SH		SOLE		2,960,225	0	0
MongoDB Inc	COMMON	60937P106	8,091,959	19,792	SH		SOLE		19,792	0	0
Monolithic Power Systems Inc	COMMON	609839105	36,435,744	57,763	SH		SOLE		57,763	0	0
Monster Beverage Corp	COMMON	61174X109	93,665,045	1,625,847	SH		SOLE		1,625,847	0	0
Moody's Corp	COMMON	615369105	41,138,077	105,331	SH		SOLE		105,331	0	0
Morgan Stanley	COMMON	617446448	20,048,750	215,000	SH		SOLE		215,000	0	0
Mosaic Co/The	COMMON	61945C103	40,343,992	1,129,135	SH		SOLE		1,129,135	0	0
Motorola Solutions Inc	COMMON	620076307	30,013,748	95,863	SH		SOLE		95,863	0	0
MSCI Inc	COMMON	55354G100	1,678,849	2,968	SH		SOLE		2,968	0	0
Mueller Industries Inc	COMMON	624756102	5,827,740	123,600	SH		SOLE		123,600	0	0
Nasdaq Inc	COMMON	631103108	4,398,989	75,662	SH		SOLE		75,662	0	0
NetApp Inc	COMMON	64110D104	9,768,128	110,800	SH		SOLE		110,800	0	0
Netflix Inc	COMMON	64110L106	114,174,330	234,502	SH		SOLE		234,502	0	0
Neurocrine Biosciences Inc	COMMON	64125C109	9,848,401	74,745	SH		SOLE		74,745	0	0
New Oriental Education & Technology Group Inc	ADR	647581206	32,379,499	441,860	SH		SOLE		441,860	0	0
Newmont Corp	COMMON	651639106	1,445,132	34,915	SH		SOLE		34,915	0	0
NextEra Energy Inc	COMMON	65339F101	157,523,058	2,593,399	SH		SOLE		2,593,399	0	0
NIKE Inc	COMMON	654106103	92,803,246	854,778	SH		SOLE		854,778	0	0
Nordson Corp	COMMON	655663102	3,259,470	12,339	SH		SOLE		12,339	0	0
Norfolk Southern Corp	COMMON	655844108	448,413	1,897	SH		SOLE		1,897	0	0
Northrop Grumman Corp	COMMON	666807102	52,636,257	112,437	SH		SOLE		112,437	0	0
Nouveau Monde Graphite Inc	COMMON	66979W842	1,946,626	744,006	SH		SOLE		744,006	0	0
NU Holdings Ltd/	COMMON	G6683N103	21,119,782	2,535,388	SH		SOLE		2,535,388	0	0
Nucor Corp	COMMON	670346105	101,437,822	582,842	SH		SOLE		582,842	0	0
Nutrien Ltd	COMMON	67077M108	37,676,624	665,511	SH		SOLE		665,511	0	0
NVIDIA Corp	COMMON	67066G104	1,020,461,702	2,060,623	SH		SOLE		2,060,623	0	0
NVR Inc	COMMON	62944T105	113,792,313	16,255	SH		SOLE		16,255	0	0
NXP Semiconductors NV	COMMON	N6596X109	881,742	3,839	SH		SOLE		3,839	0	0
Old Dominion Freight Line Inc	COMMON	679580100	89,731,552	221,379	SH		SOLE		221,379	0	0
Omnicom Group Inc	COMMON	681919106	3,336,258	38,565	SH		SOLE		38,565	0	0
On Holding AG	COMMON	H5919C104	3,887,321	144,135	SH		SOLE		144,135	0	0
ON Semiconductor Corp	COMMON	682189105	30,957,303	370,613	SH		SOLE		370,613	0	0
Open Text Corp	COMMON	683715106	59,719,145	1,414,000	SH		SOLE		1,414,000	0	0
Oracle Corp	COMMON	68389X105	164,748,078	1,562,630	SH		SOLE		1,562,630	0	0
Osisko Development Corp	COMMON	68828E809	778,602	266,666	SH		SOLE		266,666	0	0
Otis Worldwide Corp	COMMON	68902V107	763,895	8,538	SH		SOLE		8,538	0	0
Owens Corning	COMMON	690742101	78,792,993	531,559	SH		SOLE		531,559	0	0
PACCAR Inc	COMMON	693718108	4,617,575	47,287	SH		SOLE		47,287	0	0
Packaging Corp of America	COMMON	695156109	2,851,577	17,504	SH		SOLE		17,504	0	0
Palantir Technologies Inc	COMMON	69608A108	10,944,707	637,432	SH		SOLE		637,432	0	0
Palo Alto Networks Inc	COMMON	697435105	20,666,665	70,085	SH		SOLE		70,085	0	0
Paychex Inc	COMMON	704326107	15,219,637	127,778	SH		SOLE		127,778	0	0
Paycom Software Inc	COMMON	70432V102	3,267,623	15,807	SH		SOLE		15,807	0	0
Paylocity Holding Corp	COMMON	70438V106	35,112,720	212,998	SH		SOLE		212,998	0	0
PepsiCo Inc	COMMON	713448108	379,751,882	2,235,939	SH		SOLE		2,235,939	0	0
Pfizer Inc	COMMON	717081103	387,230,505	13,450,174	SH		SOLE		13,450,174	0	0
PG&E Corp	COMMON	69331C108	8,692,353	482,105	SH		SOLE		482,105	0	0
Pinterest Inc	COMMON	72352L106	5,458,103	147,357	SH		SOLE		147,357	0	0
Pool Corp	COMMON	73278L105	17,500,179	43,892	SH		SOLE		43,892	0	0
Principal Financial Group Inc	COMMON	74251V102	3,607,570	45,857	SH		SOLE		45,857	0	0
Procter & Gamble Company, The	COMMON	742718109	91,000,898	620,997	SH		SOLE		620,997	0	0
Progressive Corp/The	COMMON	743315103	117,955,444	740,554	SH		SOLE		740,554	0	0
Prologis Inc	REIT	74340W103	32,669,832	245,085	SH		SOLE		245,085	0	0
Prudential Financial Inc	COMMON	744320102	5,424,033	52,300	SH		SOLE		52,300	0	0
PTC Inc	COMMON	69370C100	3,061,100	17,496	SH		SOLE		17,496	0	0
Public Service Enterprise Group Inc	COMMON	744573106	16,341,298	267,233	SH		SOLE		267,233	0	0
Public Storage	REIT	74460D109	46,622,606	152,861	SH		SOLE		152,861	0	0
PulteGroup Inc	COMMON	745867101	111,261,253	1,077,904	SH		SOLE		1,077,904	0	0
Pure Storage Inc	COMMON	74624M102	8,176,018	229,277	SH		SOLE		229,277	0	0
QIAGEN NV	COMMON	N72482123	997,987	22,930	SH		SOLE		22,930	0	0
Qualcomm Inc	COMMON	747525103	45,922,051	317,514	SH		SOLE		317,514	0	0
Quest Diagnostics Inc	COMMON	74834L100	3,708,696	26,898	SH		SOLE		26,898	0	0
R1 RCM Inc	COMMON	77634L105	4,055,720	383,701	SH		SOLE		383,701	0	0
Raymond James Financial Inc	COMMON	754730109	4,953,276	44,424	SH		SOLE		44,424	0	0
RB Global Inc	COMMON	74935Q107	58,286,504	866,771	SH		SOLE		866,771	0	0
Real Estate Select Sector SPDR Fund	ETF	81369Y860	83,937,716	2,095,300	SH		SOLE		2,095,300	0	0
Realty Income Corp	REIT	756109104	6,603,300	115,000	SH		SOLE		115,000	0	0
Redevances Auriferes Osisko Ltee	COMMON	68827L101	68,364,453	4,767,074	SH		SOLE		4,767,074	0	0
Regeneron Pharmaceuticals Inc	COMMON	75886F107	228,501,186	260,166	SH		SOLE		260,166	0	0
Regions Financial Corp	COMMON	7591EP100	4,093,831	211,240	SH		SOLE		211,240	0	0
Reliance Steel & Aluminum Co	COMMON	759509102	73,194,770	261,709	SH		SOLE		261,709	0	0
Republic Services Inc	COMMON	760759100	37,690,511	228,552	SH		SOLE		228,552	0	0
ResMed Inc	COMMON	761152107	19,650,877	114,236	SH		SOLE		114,236	0	0
Robert Half Inc	COMMON	770323103	68,126,571	774,870	SH		SOLE		774,870	0	0
Rockwell Automation Inc	COMMON	773903109	7,188,233	23,152	SH		SOLE		23,152	0	0
Rogers Communications Inc	COMMON	775109200	77,901,890	1,655,996	SH		SOLE		1,655,996	0	0
Rollins Inc	COMMON	775711104	58,329,628	1,335,691	SH		SOLE		1,335,691	0	0
Roper Technologies Inc	COMMON	776696106	189,074,218	346,817	SH		SOLE		346,817	0	0
S&P Global Inc	COMMON	78409V104	81,708,090	185,481	SH		SOLE		185,481	0	0
salesforce.com inc	COMMON	79466L302	152,125,976	578,118	SH		SOLE		578,118	0	0
SBA Communications Corp	REIT	78410G104	500,784	1,974	SH		SOLE		1,974	0	0
Schlumberger NV	COMMON	806857108	34,398,492	661,001	SH		SOLE		661,001	0	0
SEI Investments Co	COMMON	784117103	15,031,671	236,533	SH		SOLE		236,533	0	0
Sempra	COMMON	816851109	3,367,334	45,060	SH		SOLE		45,060	0	0
ServiceNow Inc	COMMON	81762P102	39,513,278	55,929	SH		SOLE		55,929	0	0
Sherwin-Williams Co/The	COMMON	824348106	8,465,902	27,143	SH		SOLE		27,143	0	0
Shopify Inc	COMMON	82509L107	134,648,215	1,721,085	SH		SOLE		1,721,085	0	0
Silicon Motion Technology Corp	ADR	82706C108	502,414	8,200	SH		SOLE		8,200	0	0
Skyworks Solutions Inc	COMMON	83088M102	40,673,332	361,798	SH		SOLE		361,798	0	0
Snap-on Inc	COMMON	833034101	32,505,476	112,538	SH		SOLE		112,538	0	0
Snowflake Inc	COMMON	833445109	7,453,147	37,453	SH		SOLE		37,453	0	0
Southern Company, The	COMMON	842587107	10,355,041	147,676	SH		SOLE		147,676	0	0
SPDR S&P Biotech ETF	ETF	78464A870	10,536,220	118,000	SH		SOLE		118,000	0	0
Stantec Inc	COMMON	85472N109	42,827,186	530,851	SH		SOLE		530,851	0	0
Star Bulk Carriers Corp	COMMON	Y8162K204	391,184	18,400	SH		SOLE		18,400	0	0
State Street Corp	COMMON	857477103	4,534,509	58,540	SH		SOLE		58,540	0	0
Steel Dynamics Inc	COMMON	858119100	97,223,461	823,230	SH		SOLE		823,230	0	0
Stryker Corp	COMMON	863667101	4,408,351	14,721	SH		SOLE		14,721	0	0
Sunrun Inc	COMMON	86771W105	5,795,856	295,255	SH		SOLE		295,255	0	0
Super Micro Computer Inc	COMMON	86800U104	30,106,546	105,912	SH		SOLE		105,912	0	0
Sysco Corp	COMMON	871829107	413,404	5,653	SH		SOLE		5,653	0	0
T Rowe Price Group Inc	COMMON	74144T108	5,905,289	54,836	SH		SOLE		54,836	0	0
Take-Two Interactive Software Inc	COMMON	874054109	27,131,342	168,570	SH		SOLE		168,570	0	0
Targa Resources Corp	COMMON	87612G101	236,547	2,723	SH		SOLE		2,723	0	0
Taylor Morrison Home Corp	COMMON	87724P106	5,932,520	111,200	SH		SOLE		111,200	0	0
TC Energy Corp	COMMON	87807B107	93,169,926	2,373,529	SH		SOLE		2,373,529	0	0
Teck Resources Ltd	COMMON	878742204	55,377,097	1,303,700	SH		SOLE		1,303,700	0	0
Teledyne Technologies Inc	COMMON	879360105	3,393,143	7,603	SH		SOLE		7,603	0	0
TELUS Corporation	COMMON	87971M103	37,683,847	2,107,291	SH		SOLE		2,107,291	0	0
Tencent Music Entertainment Group	ADR	88034P109	4,886,718	542,366	SH		SOLE		542,366	0	0
Teradyne Inc	COMMON	880770102	9,554,752	88,046	SH		SOLE		88,046	0	0
Tesla Inc	COMMON	88160R101	208,698,608	839,901	SH		SOLE		839,901	0	0
Texas Instruments Inc	COMMON	882508104	26,344,253	154,548	SH		SOLE		154,548	0	0
Texas Roadhouse Inc	COMMON	882681109	4,278,050	35,000	SH		SOLE		35,000	0	0
Thermo Fisher Scientific Inc	COMMON	883556102	53,211,697	100,250	SH		SOLE		100,250	0	0
Thomson Reuters Corp	COMMON	884903808	21,829,519	148,580	SH		SOLE		148,580	0	0
Thoughtworks Holding Inc	COMMON	88546E105	3,507,587	729,228	SH		SOLE		729,228	0	0
TJX Cos Inc/The	COMMON	872540109	14,617,661	155,822	SH		SOLE		155,822	0	0
T-Mobile US Inc	COMMON	872590104	20,289,921	126,551	SH		SOLE		126,551	0	0
Toast Inc	COMMON	888787108	1,018,360	55,770	SH		SOLE		55,770	0	0
Toll Brothers Inc	COMMON	889478103	6,177,679	60,100	SH		SOLE		60,100	0	0
TopBuild Corp	COMMON	89055F103	6,063,012	16,200	SH		SOLE		16,200	0	0
Toro Co/The	COMMON	891092108	3,161,239	32,933	SH		SOLE		32,933	0	0
Tractor Supply Co	COMMON	892356106	7,115,987	33,093	SH		SOLE		33,093	0	0
Trade Desk Inc/The	COMMON	88339J105	3,911,745	54,360	SH		SOLE		54,360	0	0
Tradeweb Markets Inc	COMMON	892672106	27,868,715	306,654	SH		SOLE		306,654	0	0
Trane Technologies PLC	COMMON	G8994E103	13,627,913	55,875	SH		SOLE		55,875	0	0
TransDigm Group Inc	COMMON	893641100	7,885,422	7,795	SH		SOLE		7,795	0	0
TransForce Inc	COMMON	87241L109	272,150,657	1,991,000	SH		SOLE		1,991,000	0	0
TransUnion	COMMON	89400J107	5,824,616	84,771	SH		SOLE		84,771	0	0
Travelers Cos Inc/The	COMMON	89417E109	4,226,592	22,188	SH		SOLE		22,188	0	0
Trip.com Group Ltd	ADR	89677Q107	23,582,409	654,885	SH		SOLE		654,885	0	0
Tyler Technologies Inc	COMMON	902252105	337,423	807	SH		SOLE		807	0	0
Tyson Foods Inc	COMMON	902494103	10,169,500	189,200	SH		SOLE		189,200	0	0
Uber Technologies Inc	COMMON	90353T100	82,243,731	1,335,776	SH		SOLE		1,335,776	0	0
Ulta Beauty Inc	COMMON	90384S303	150,875,268	307,915	SH		SOLE		307,915	0	0
Union Pacific Corp	COMMON	907818108	111,260,209	452,977	SH		SOLE		452,977	0	0
United Parcel Service Inc	COMMON	911312106	579,393	3,685	SH		SOLE		3,685	0	0
United Rentals Inc	COMMON	911363109	5,581,670	9,734	SH		SOLE		9,734	0	0
United Therapeutics Corp	COMMON	91307C102	61,626,810	280,262	SH		SOLE		280,262	0	0
UnitedHealth Group Inc	COMMON	91324P102	196,313,290	372,886	SH		SOLE		372,886	0	0
Utilities Select Sector SPDR Fund	ETF	81369Y886	318,252,255	5,025,300	SH		SOLE		5,025,300	0	0
VanEck Gold Miners ETF/USA	ETF	92189F106	138,119,594	4,454,034	SH		SOLE		4,454,034	0	0
Vanguard FTSE Developed Markets ETF	ETF	921943858	21,555,001	450,000	SH		SOLE		450,000	0	0
Vanguard FTSE Emerging Markets ETF	ETF	922042858	18,495,001	450,000	SH		SOLE		450,000	0	0
Vanguard Real Estate ETF	ETF	922908553	19,297,823	218,400	SH		SOLE		218,400	0	0
Veeva Systems Inc	COMMON	922475108	5,277,166	27,411	SH		SOLE		27,411	0	0
Veralto Corp	COMMON	92338C103	6,574,383	79,922	SH		SOLE		79,922	0	0
VeriSign Inc	COMMON	92343E102	17,080,056	82,929	SH		SOLE		82,929	0	0
Verisk Analytics Inc	COMMON	92345Y106	15,628,609	65,430	SH		SOLE		65,430	0	0
Verizon Communications Inc	COMMON	92343V104	315,238,659	8,361,768	SH		SOLE		8,361,768	0	0
Vertex Pharmaceuticals Inc	COMMON	92532F100	327,028,060	803,726	SH		SOLE		803,726	0	0
Vipshop Holdings Ltd	ADR	92763W103	15,772,656	888,100	SH		SOLE		888,100	0	0
Visa Inc	COMMON	92826C839	275,896,812	1,059,715	SH		SOLE		1,059,715	0	0
Vistra Corp	COMMON	92840M102	60,787,065	1,578,065	SH		SOLE		1,578,065	0	0
Vontier Corp	COMMON	928881101	5,458,900	158,000	SH		SOLE		158,000	0	0
Vulcan Materials Co	COMMON	929160109	187,283	825	SH		SOLE		825	0	0
W R Berkley Corp	COMMON	084423102	69,111,476	977,255	SH		SOLE		977,255	0	0
Walgreens Boots Alliance Inc	COMMON	931427108	8,717,268	333,867	SH		SOLE		333,867	0	0
Walmart Inc	COMMON	931142103	208,415,495	1,322,014	SH		SOLE		1,322,014	0	0
Warner Bros Discovery Inc	COMMON	934423104	17,991,245	1,580,953	SH		SOLE		1,580,953	0	0
Waste Connections Inc	COMMON	94106B101	13,054,707	87,457	SH		SOLE		87,457	0	0
Waste Management Inc	COMMON	94106L109	327,321,729	1,827,592	SH		SOLE		1,827,592	0	0
Waters Corp	COMMON	941848103	983,739	2,988	SH		SOLE		2,988	0	0
Watsco Inc	COMMON	942622200	37,083,222	86,548	SH		SOLE		86,548	0	0
WEC Energy Group Inc	COMMON	92939U106	92,724,198	1,101,630	SH		SOLE		1,101,630	0	0
West Pharmaceutical Services Inc	COMMON	955306105	5,996,604	17,030	SH		SOLE		17,030	0	0
Western Union Co, The	COMMON	959802109	8,940,000	750,000	SH		SOLE		750,000	0	0
Westlake Corp	COMMON	960413102	11,497,854	82,151	SH		SOLE		82,151	0	0
Weyerhaeuser Co	REIT	962166104	23,531,502	676,776	SH		SOLE		676,776	0	0
Williams-Sonoma Inc	COMMON	969904101	4,096,134	20,300	SH		SOLE		20,300	0	0
Willis Towers Watson PLC	COMMON	G96629103	7,586,705	31,454	SH		SOLE		31,454	0	0
WK Kellogg Co	COMMON	92942W107	828,805	63,075	SH		SOLE		63,075	0	0
WNS Holdings Ltd	ADR	92932M101	353,920	5,600	SH		SOLE		5,600	0	0
Workday Inc	COMMON	98138H101	14,061,668	50,937	SH		SOLE		50,937	0	0
WW Grainger Inc	COMMON	384802104	90,347,101	109,024	SH		SOLE		109,024	0	0
Xcel Energy Inc	COMMON	98389B100	8,810,412	142,310	SH		SOLE		142,310	0	0
XP Inc	COMMON	G98239109	1,147,080	44,000	SH		SOLE		44,000	0	0
XPO Inc	COMMON	983793100	14,452,349	165,000	SH		SOLE		165,000	0	0
Yum China Holdings Inc	COMMON	98850P109	17,177,955	404,854	SH		SOLE		404,854	0	0
Yum! Brands Inc	COMMON	988498101	158,555,001	1,213,493	SH		SOLE		1,213,493	0	0
Zevia PBC	COMMON	98955K104	44,264,405	22,022,092	SH		SOLE		22,022,092	0	0
Zillow Group Inc	COMMON	98954M200	6,254,030	108,089	SH		SOLE		108,089	0	0
Zoetis Inc	COMMON	98978V103	32,602,366	165,184	SH		SOLE		165,184	0	0
Zoom Video Communications Inc	COMMON	98980L101	9,927,535	138,055	SH		SOLE		138,055	0	0
Zscaler Inc	COMMON	98980G102	4,695,521	21,193	SH		SOLE		21,193	0	0
ZTO Express Cayman Inc	ADR	98980A105	25,477,500	1,197,251	SH		SOLE		1,197,251	0	0