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
A O Smith Corp	COMMON	831865209	32,360,346	395,700	SH		SOLE		395,700	0	0
Abbott Laboratories	COMMON	002824100	59,455,326	572,181	SH		SOLE		572,181	0	0
AbbVie Inc	COMMON	00287Y109	51,614,830	300,926	SH		SOLE		300,926	0	0
Accenture PLC	COMMON	G1151C101	125,916,662	415,005	SH		SOLE		415,005	0	0
Adobe Inc	COMMON	00724F101	217,018,371	390,644	SH		SOLE		390,644	0	0
Advanced Micro Devices Inc	COMMON	007903107	46,863,767	288,908	SH		SOLE		288,908	0	0
Aflac Inc	COMMON	001055102	31,535,183	353,098	SH		SOLE		353,098	0	0
Air Products and Chemicals Inc	COMMON	009158106	30,937,871	119,891	SH		SOLE		119,891	0	0
Airbnb Inc	COMMON	009066101	43,015,003	283,684	SH		SOLE		283,684	0	0
Akamai Technologies Inc	COMMON	00971T101	18,150,489	201,493	SH		SOLE		201,493	0	0
Alamos Gold Inc	COMMON	011532108	551,575	35,170	SH		SOLE		35,170	0	0
Albemarle Corp	COMMON	012653101	19,498,785	204,133	SH		SOLE		204,133	0	0
Albertsons Cos Inc	COMMON	013091103	3,890,750	197,000	SH		SOLE		197,000	0	0
Allstate Corp, The	COMMON	020002101	14,505,431	90,852	SH		SOLE		90,852	0	0
Alnylam Pharmaceuticals Inc	COMMON	02043Q107	6,146,685	25,295	SH		SOLE		25,295	0	0
Alphabet Inc	COMMON	02079K305	787,883,848	4,325,467	SH		SOLE		4,325,467	0	0
Alphabet Inc	COMMON	02079K107	547,136,180	2,982,969	SH		SOLE		2,982,969	0	0
Amazon.com Inc	COMMON	023135106	820,521,767	4,245,908	SH		SOLE		4,245,908	0	0
Amcor PLC	COMMON	G0250X107	137,918	14,102	SH		SOLE		14,102	0	0
Ameren Corp	COMMON	023608102	130,761,972	1,838,869	SH		SOLE		1,838,869	0	0
American Express Co	COMMON	025816109	109,103,817	471,189	SH		SOLE		471,189	0	0
American International Group Inc	COMMON	026874784	13,584,213	182,977	SH		SOLE		182,977	0	0
American Tower Corp	REIT	03027X100	3,553,850	18,283	SH		SOLE		18,283	0	0
Ameriprise Financial Inc	COMMON	03076C106	207,187	485	SH		SOLE		485	0	0
Ametek Inc	COMMON	031100100	2,814,232	16,881	SH		SOLE		16,881	0	0
Amgen Inc	COMMON	031162100	55,654,533	178,123	SH		SOLE		178,123	0	0
Analog Devices Inc	COMMON	032654105	46,331,073	202,975	SH		SOLE		202,975	0	0
ANSYS Inc	COMMON	03662Q105	4,010,713	12,475	SH		SOLE		12,475	0	0
Aon PLC	COMMON	G0403H108	235,745	803	SH		SOLE		803	0	0
Apollo Global Management Inc	COMMON	03769M106	212,526	1,800	SH		SOLE		1,800	0	0
Apple Inc	COMMON	037833100	1,707,633,655	8,107,652	SH		SOLE		8,107,652	0	0
Applied Materials Inc	COMMON	038222105	298,554,259	1,265,114	SH		SOLE		1,265,114	0	0
AppLovin Corp	COMMON	03831W108	39,371,550	473,102	SH		SOLE		473,102	0	0
Archer Daniels Midland Company	COMMON	039483102	13,164,801	217,780	SH		SOLE		217,780	0	0
Arista Networks Inc	COMMON	040413106	131,270,882	374,546	SH		SOLE		374,546	0	0
Arrow Electronics Inc	COMMON	042735100	5,634,178	46,656	SH		SOLE		46,656	0	0
Arthur J Gallagher & Co	COMMON	363576109	10,940,548	42,191	SH		SOLE		42,191	0	0
ASGN Inc	COMMON	00191U102	3,526,800	40,000	SH		SOLE		40,000	0	0
AT&T Inc	COMMON	00206R102	266,317,688	13,936,038	SH		SOLE		13,936,038	0	0
Atkore Inc	COMMON	047649108	21,983,200	162,923	SH		SOLE		162,923	0	0
Atlassian Corp	COMMON	049468101	6,625,925	37,460	SH		SOLE		37,460	0	0
Autodesk Inc	COMMON	052769106	31,153,956	125,900	SH		SOLE		125,900	0	0
Automatic Data Processing Inc	COMMON	053015103	42,682,308	178,819	SH		SOLE		178,819	0	0
AutoZone Inc	COMMON	053332102	231,208,682	78,003	SH		SOLE		78,003	0	0
Avantor Inc	COMMON	05352A100	2,946,800	139,000	SH		SOLE		139,000	0	0
AZEK Co Inc/The	COMMON	05478C105	17,891,810	424,681	SH		SOLE		424,681	0	0
Bank of America Corp	COMMON	060505104	103,120,704	2,592,927	SH		SOLE		2,592,927	0	0
Banque Canadienne Imperiale de Commerce	COMMON	136069101	69,614,979	1,464,376	SH		SOLE		1,464,376	0	0
Banque de Montreal	COMMON	063671101	454,802,423	5,419,567	SH		SOLE		5,419,567	0	0
Banque Royale du Canada	COMMON	780087102	210,397,118	1,976,635	SH		SOLE		1,976,635	0	0
Banque Toronto-Dominion, La	COMMON	891160509	75,913,724	1,381,337	SH		SOLE		1,381,337	0	0
BCE Inc	COMMON	05534B760	541,987,977	16,737,289	SH		SOLE		16,737,289	0	0
Benson Hill Inc	COMMON	082490103	73,021	479,142	SH		SOLE		479,142	0	0
Berkshire Hathaway Inc	COMMON	084670702	479,431,303	1,178,543	SH		SOLE		1,178,543	0	0
Best Buy Co Inc	COMMON	086516101	7,310,303	86,728	SH		SOLE		86,728	0	0
BioMarin Pharmaceutical Inc	COMMON	09061G101	220,397	2,677	SH		SOLE		2,677	0	0
BlackRock Inc	COMMON	09247X101	43,452,979	55,191	SH		SOLE		55,191	0	0
Blackstone Inc	COMMON	09260D107	25,998,001	210,000	SH		SOLE		210,000	0	0
Boeing Company, The	COMMON	097023105	2,963,669	16,283	SH		SOLE		16,283	0	0
Booking Holdings Inc	COMMON	09857L108	162,991,960	41,144	SH		SOLE		41,144	0	0
Booz Allen Hamilton Holding Corp	COMMON	099502106	154,281,674	1,002,480	SH		SOLE		1,002,480	0	0
Boston Scientific Corp	COMMON	101137107	119,942,915	1,557,498	SH		SOLE		1,557,498	0	0
Bristol-Myers Squibb Co	COMMON	110122108	81,738,310	1,968,175	SH		SOLE		1,968,175	0	0
Broadcom Inc	COMMON	11135F101	228,341,696	142,222	SH		SOLE		142,222	0	0
Brookfield Corp	COMMON	11271J107	104,592,913	2,515,285	SH		SOLE		2,515,285	0	0
Brookfield Infrastructure Corp	COMMON	11275Q107	57,302,105	1,702,700	SH		SOLE		1,702,700	0	0
Brown & Brown Inc	COMMON	115236101	7,052,661	78,880	SH		SOLE		78,880	0	0
BRP Inc	COMMON	05577W200	62,581,977	977,000	SH		SOLE		977,000	0	0
Builders FirstSource Inc	COMMON	12008R107	107,932,397	779,802	SH		SOLE		779,802	0	0
Bunge Global SA	COMMON	H11356104	39,074,938	365,973	SH		SOLE		365,973	0	0
CAE Inc	COMMON	124765108	456,896,016	24,604,237	SH		SOLE		24,604,237	0	0
Campbell Soup Co	COMMON	134429109	1,443,414	31,941	SH		SOLE		31,941	0	0
Capital One Financial Corporation	COMMON	14040H105	3,772,762	27,250	SH		SOLE		27,250	0	0
Cardinal Health Inc	COMMON	14149Y108	14,238,309	144,816	SH		SOLE		144,816	0	0
Carlisle Cos Inc	COMMON	142339100	1,118,380	2,760	SH		SOLE		2,760	0	0
Carlyle Group LP , The	COMMON	14316J108	17,810,339	443,595	SH		SOLE		443,595	0	0
Carnival Corp	COMMON	143658300	578,448	30,900	SH		SOLE		30,900	0	0
Caterpillar Inc	COMMON	149123101	193,838,547	581,923	SH		SOLE		581,923	0	0
Cboe Global Markets Inc	COMMON	12503M108	36,017,858	211,795	SH		SOLE		211,795	0	0
CBRE Group Inc	COMMON	12504L109	63,844,554	716,469	SH		SOLE		716,469	0	0
CDW Corp	COMMON	12514G108	210,857	942	SH		SOLE		942	0	0
Celsius Holdings Inc	COMMON	15118V207	24,045,965	421,194	SH		SOLE		421,194	0	0
Cencora Inc	COMMON	03073E105	43,127,828	191,424	SH		SOLE		191,424	0	0
Centene Corp	COMMON	15135B101	126,720,187	1,911,315	SH		SOLE		1,911,315	0	0
CF Industries Holdings Inc	COMMON	125269100	36,947,857	498,487	SH		SOLE		498,487	0	0
CGI Inc	COMMON	12532H104	1,602,703,683	16,060,487	SH		SOLE		16,060,487	0	0
Charles Schwab Corp, The	COMMON	808513105	33,555,552	455,361	SH		SOLE		455,361	0	0
Chemin de fer Canadien Pacifique Limitee	COMMON	13646K108	113,743,870	1,444,602	SH		SOLE		1,444,602	0	0
Cheniere Energy Inc	COMMON	16411R208	107,553,664	615,190	SH		SOLE		615,190	0	0
Chipotle Mexican Grill Inc	COMMON	169656105	69,334,758	1,106,700	SH		SOLE		1,106,700	0	0
Chubb Ltd	COMMON	H1467J104	199,708,250	782,924	SH		SOLE		782,924	0	0
Church & Dwight Co Inc	COMMON	171340102	6,883,108	66,388	SH		SOLE		66,388	0	0
Cia de Minas Buenaventura SAA	ADR	204448104	3,039,304	179,310	SH		SOLE		179,310	0	0
Cigna Group/The	COMMON	125523100	137,405,383	415,662	SH		SOLE		415,662	0	0
Cincinnati Financial Corp	COMMON	172062101	6,670,642	56,483	SH		SOLE		56,483	0	0
Cintas Corp	COMMON	172908105	26,396,302	37,695	SH		SOLE		37,695	0	0
Cisco Systems Inc	COMMON	17275R102	521,589,967	10,978,530	SH		SOLE		10,978,530	0	0
Citigroup Inc	COMMON	172967424	169,196,992	2,666,199	SH		SOLE		2,666,199	0	0
Cleveland-Cliffs Inc	COMMON	185899101	8,745,922	568,286	SH		SOLE		568,286	0	0
Clorox Company, The	COMMON	189054109	3,957,630	29,000	SH		SOLE		29,000	0	0
CME Group Inc	COMMON	12572Q105	621,649	3,162	SH		SOLE		3,162	0	0
Coca-Cola Co, The	COMMON	191216100	142,667,206	2,241,433	SH		SOLE		2,241,433	0	0
Coca-Cola Europacific Partners PLC	COMMON	G25839104	3,599,778	49,400	SH		SOLE		49,400	0	0
Cognizant Technology Solutions Corp	COMMON	192446102	95,602,353	1,405,917	SH		SOLE		1,405,917	0	0
Colgate-Palmolive Co	COMMON	194162103	261,534,046	2,695,116	SH		SOLE		2,695,116	0	0
Comcast Corp	COMMON	20030N101	230,516,087	5,886,519	SH		SOLE		5,886,519	0	0
Compagnie des chemins de fer nationaux du Canada	COMMON	136375102	1,476,376,892	12,496,600	SH		SOLE		12,496,600	0	0
Confluent Inc	COMMON	20717M103	3,157,554	106,927	SH		SOLE		106,927	0	0
Consolidated Edison Inc	COMMON	209115104	1,146,454	12,821	SH		SOLE		12,821	0	0
Constellation Energy Corp	COMMON	21037T109	41,975,389	209,594	SH		SOLE		209,594	0	0
Consumer Staples Select Sector SPDR Fund	ETF	81369Y308	233,025,293	3,042,900	SH		SOLE		3,042,900	0	0
Copart Inc	COMMON	217204106	49,575,410	915,351	SH		SOLE		915,351	0	0
Corning Inc	COMMON	219350105	37,369,427	961,890	SH		SOLE		961,890	0	0
Costco Wholesale Corp	COMMON	22160K105	300,839,522	353,933	SH		SOLE		353,933	0	0
Cousins Properties Inc	REIT	222795502	8,352,404	360,795	SH		SOLE		360,795	0	0
Credicorp Ltd	COMMON	G2519Y108	9,554,447	59,223	SH		SOLE		59,223	0	0
Crowdstrike Holdings Inc	COMMON	22788C105	44,406,741	115,887	SH		SOLE		115,887	0	0
Crown Castle Inc	REIT	22822V101	29,310,001	300,000	SH		SOLE		300,000	0	0
Cummins Inc	COMMON	231021106	531,706	1,920	SH		SOLE		1,920	0	0
CVS Health Corp	COMMON	126650100	61,412,832	1,039,838	SH		SOLE		1,039,838	0	0
Danaher Corp	COMMON	235851102	89,493,273	358,188	SH		SOLE		358,188	0	0
Darden Restaurants Inc	COMMON	237194105	529,620	3,500	SH		SOLE		3,500	0	0
Datadog Inc	COMMON	23804L103	13,793,958	106,361	SH		SOLE		106,361	0	0
Deckers Outdoor Corp	COMMON	243537107	97,417,392	100,643	SH		SOLE		100,643	0	0
Dell Technologies Inc	COMMON	24703L202	27,609,995	200,203	SH		SOLE		200,203	0	0
Delta Air Lines Inc	COMMON	247361702	309,451	6,523	SH		SOLE		6,523	0	0
Dexcom Inc	COMMON	252131107	4,580,552	40,400	SH		SOLE		40,400	0	0
Discover Financial Services	COMMON	254709108	7,325,360	56,000	SH		SOLE		56,000	0	0
DocuSign Inc	COMMON	256163106	54,851,838	1,025,268	SH		SOLE		1,025,268	0	0
Dollar General Corp	COMMON	256677105	5,990,019	45,300	SH		SOLE		45,300	0	0
Dollar Tree Inc	COMMON	256746108	21,354,000	200,000	SH		SOLE		200,000	0	0
Dominion Resources Inc	COMMON	25746U109	117,266,501	2,393,194	SH		SOLE		2,393,194	0	0
Domino's Pizza Inc	COMMON	25754A201	768,815	1,489	SH		SOLE		1,489	0	0
DoorDash Inc	COMMON	25809K105	336,130	3,090	SH		SOLE		3,090	0	0
Dover Corp	COMMON	260003108	12,595,411	69,800	SH		SOLE		69,800	0	0
DR Horton Inc	COMMON	23331A109	160,958,971	1,142,120	SH		SOLE		1,142,120	0	0
Duke Energy Corp	COMMON	26441C204	242,931,952	2,423,745	SH		SOLE		2,423,745	0	0
DuPont de Nemours Inc	COMMON	26614N102	43,122,195	535,746	SH		SOLE		535,746	0	0
Eaton Corp PLC	COMMON	G29183103	45,953,573	146,559	SH		SOLE		146,559	0	0
eBay Inc	COMMON	278642103	31,555,611	587,409	SH		SOLE		587,409	0	0
Ecolab Inc	COMMON	278865100	94,589,291	397,434	SH		SOLE		397,434	0	0
Edwards Lifesciences Corp	COMMON	28176E108	4,889,698	52,936	SH		SOLE		52,936	0	0
Electronic Arts Inc	COMMON	285512109	515,103	3,697	SH		SOLE		3,697	0	0
Elevance Health Inc	COMMON	036752103	334,911,740	618,078	SH		SOLE		618,078	0	0
Eli Lilly & Co	COMMON	532457108	620,966,647	685,863	SH		SOLE		685,863	0	0
EMCOR Group Inc	COMMON	29084Q100	71,189,868	194,998	SH		SOLE		194,998	0	0
Enbridge Inc	COMMON	29250N105	94,418,060	2,654,550	SH		SOLE		2,654,550	0	0
Entegris Inc	COMMON	29362U104	13,824,340	102,100	SH		SOLE		102,100	0	0
Equitable Holdings Inc	COMMON	29452E101	8,172,000	200,000	SH		SOLE		200,000	0	0
Equity LifeStyle Properties Inc	REIT	29472R108	6,213,011	95,394	SH		SOLE		95,394	0	0
Erie Indemnity Co	COMMON	29530P102	6,236,542	17,209	SH		SOLE		17,209	0	0
Esab Corp	COMMON	29605J106	4,145,477	43,900	SH		SOLE		43,900	0	0
Essent Group Ltd	COMMON	G3198U102	22,148,693	394,175	SH		SOLE		394,175	0	0
Etsy Inc	COMMON	29786A106	6,418,321	108,822	SH		SOLE		108,822	0	0
Eversource Energy	COMMON	30040W108	143,162,296	2,524,463	SH		SOLE		2,524,463	0	0
Expeditors International of Washington Inc	COMMON	302130109	46,255,037	370,663	SH		SOLE		370,663	0	0
Extra Space Storage Inc	REIT	30225T102	7,018,937	45,164	SH		SOLE		45,164	0	0
F5 Inc	COMMON	315616102	7,529,207	43,716	SH		SOLE		43,716	0	0
Fabrinet	COMMON	G3323L100	1,248,429	5,100	SH		SOLE		5,100	0	0
Fastenal Co	COMMON	311900104	36,625,664	582,840	SH		SOLE		582,840	0	0
FedEx Corp	COMMON	31428X106	47,888,947	159,715	SH		SOLE		159,715	0	0
Ferguson PLC	COMMON	G3421J106	86,307,287	445,687	SH		SOLE		445,687	0	0
Financial Select Sector SPDR Fund	ETF	81369Y605	368,892,356	8,973,300	SH		SOLE		8,973,300	0	0
Financial Select Sector SPDR Fund	OTC OPTION	81369Y605	9,887,978	17,766,242	SH	Call	SOLE		17,766,242	0	0
Financiere Sun Life du Canada, Inc	COMMON	866796105	50,794,221	1,036,140	SH		SOLE		1,036,140	0	0
First Citizens BancShares Inc	COMMON	31946M103	10,061,253	5,976	SH		SOLE		5,976	0	0
First Solar Inc	COMMON	336433107	25,213,868	111,833	SH		SOLE		111,833	0	0
FirstService Corp	COMMON	194693107	15,421,022	138,125	SH		SOLE		138,125	0	0
Fiserv Inc	COMMON	337738108	56,828,355	381,296	SH		SOLE		381,296	0	0
Ford Motor Company	COMMON	345370860	14,567,906	1,161,715	SH		SOLE		1,161,715	0	0
Fortinet Inc	COMMON	34959E109	71,105,340	1,179,780	SH		SOLE		1,179,780	0	0
Fortis Inc	COMMON	349553107	18,205,212	468,518	SH		SOLE		468,518	0	0
Franco-Nevada Corp	COMMON	351858105	29,720,288	250,726	SH		SOLE		250,726	0	0
Freshpet Inc	COMMON	358039105	3,622,920	28,000	SH		SOLE		28,000	0	0
Fury Gold Mines Ltd	COMMON	36117T100	356,634	920,754	SH		SOLE		920,754	0	0
Futu Holdings Ltd	ADR	36118L106	12,884,100	196,389	SH		SOLE		196,389	0	0
Garmin Ltd	COMMON	H2906T109	3,715,553	22,806	SH		SOLE		22,806	0	0
GE Vernova Inc	COMMON	36828A101	23,041,682	134,346	SH		SOLE		134,346	0	0
Gen Digital Inc	COMMON	668771108	4,775,576	191,176	SH		SOLE		191,176	0	0
General Dynamics Corp	COMMON	369550108	58,913,506	203,052	SH		SOLE		203,052	0	0
General Electric Co	COMMON	369604301	92,337,405	580,848	SH		SOLE		580,848	0	0
General Mills Inc	COMMON	370334104	9,075,470	143,463	SH		SOLE		143,463	0	0
General Motors Co	COMMON	37045V100	9,109,505	196,072	SH		SOLE		196,072	0	0
Genuine Parts Co	COMMON	372460105	3,375,284	24,402	SH		SOLE		24,402	0	0
GFL Environmental Inc	COMMON	36168Q104	29,121,792	747,913	SH		SOLE		747,913	0	0
Gilead Sciences Inc	COMMON	375558103	37,551,898	547,324	SH		SOLE		547,324	0	0
Global Payments Inc	COMMON	37940X102	14,504,999	150,000	SH		SOLE		150,000	0	0
GoDaddy Inc	COMMON	380237107	63,984,244	457,979	SH		SOLE		457,979	0	0
Goldman Sachs Group, Inc., The	COMMON	38141G104	163,763,365	362,052	SH		SOLE		362,052	0	0
Halliburton Co	COMMON	406216101	570,781	16,897	SH		SOLE		16,897	0	0
Hartford Financial Services Group Inc, The	COMMON	416515104	66,155,624	658,003	SH		SOLE		658,003	0	0
HashiCorp Inc	COMMON	418100103	4,480,770	133,000	SH		SOLE		133,000	0	0
HCA Healthcare Inc	COMMON	40412C101	63,797,531	198,573	SH		SOLE		198,573	0	0
Health Care Select Sector SPDR Fund	ETF	81369Y209	171,635,199	1,177,600	SH		SOLE		1,177,600	0	0
Healthcare Realty Trust Inc	REIT	42226K105	13,184,000	800,000	SH		SOLE		800,000	0	0
Hershey Co, The	COMMON	427866108	6,545,267	35,605	SH		SOLE		35,605	0	0
Hewlett Packard Enterprise Co	COMMON	42824C109	62,064,045	2,931,698	SH		SOLE		2,931,698	0	0
Hilton Worldwide Holdings Inc	COMMON	43300A203	67,744,989	310,472	SH		SOLE		310,472	0	0
Home Depot Inc, The	COMMON	437076102	60,332,880	175,264	SH		SOLE		175,264	0	0
Honeywell International Inc	COMMON	438516106	19,425,093	90,967	SH		SOLE		90,967	0	0
Hormel Foods Corp	COMMON	440452100	6,538,275	214,440	SH		SOLE		214,440	0	0
Host Hotels & Resorts Inc	REIT	44107P104	89,886,354	4,999,241	SH		SOLE		4,999,241	0	0
Howmet Aerospace Inc	COMMON	443201108	6,909,070	89,000	SH		SOLE		89,000	0	0
HP Inc	COMMON	40434L105	41,307,560	1,179,542	SH		SOLE		1,179,542	0	0
Hubbell Inc	COMMON	443510607	3,225,727	8,826	SH		SOLE		8,826	0	0
HubSpot Inc	COMMON	443573100	8,699,402	14,750	SH		SOLE		14,750	0	0
Humana Inc	COMMON	444859102	94,015,572	251,614	SH		SOLE		251,614	0	0
IDEXX Laboratories Inc	COMMON	45168D104	16,661,753	34,199	SH		SOLE		34,199	0	0
Illinois Tool Works Inc	COMMON	452308109	7,314,481	30,868	SH		SOLE		30,868	0	0
Incyte Corp	COMMON	45337C102	20,295,151	334,793	SH		SOLE		334,793	0	0
Intel Corp	COMMON	458140100	244,667,016	7,900,130	SH		SOLE		7,900,130	0	0
Intercontinental Exchange Inc	COMMON	45866F104	146,443,691	1,069,791	SH		SOLE		1,069,791	0	0
International Business Machines Corp	COMMON	459200101	140,740,132	813,762	SH		SOLE		813,762	0	0
Intuit Inc	COMMON	461202103	54,055,521	82,250	SH		SOLE		82,250	0	0
Intuitive Surgical Inc	COMMON	46120E602	88,339,206	198,582	SH		SOLE		198,582	0	0
iShares J.P. Morgan USD Emerging Markets Bond ETF	ETF	464288281	4,564,668	51,584	SH		SOLE		51,584	0	0
iShares MSCI EAFE ETF	ETF	464287465	33,294,166	425,050	SH		SOLE		425,050	0	0
iShares MSCI Emerging Markets ETF	ETF	464287234	8,476,347	199,022	SH		SOLE		199,022	0	0
iShares MSCI South Korea ETF	ETF	464286772	555,156	8,400	SH		SOLE		8,400	0	0
iShares MSCI Taiwan ETF	ETF	46434G772	894,135	16,500	SH		SOLE		16,500	0	0
iShares Russell 1000 Growth ETF	ETF	464287614	45,563,749	125,000	SH		SOLE		125,000	0	0
iShares Russell 1000 Value ETF	ETF	464287598	21,808,751	125,000	SH		SOLE		125,000	0	0
Jabil Inc	COMMON	466313103	5,367,263	49,336	SH		SOLE		49,336	0	0
Jacobs Solutions Inc	COMMON	46982L108	100,820,182	721,639	SH		SOLE		721,639	0	0
Johnson & Johnson	COMMON	478160104	371,079,329	2,538,857	SH		SOLE		2,538,857	0	0
Johnson Controls International plc	COMMON	G51502105	33,235,000	500,000	SH		SOLE		500,000	0	0
Jones Lang LaSalle Inc	COMMON	48020Q107	49,014,089	238,767	SH		SOLE		238,767	0	0
JPMorgan Chase & Co	COMMON	46625H100	281,221,290	1,390,395	SH		SOLE		1,390,395	0	0
Juniper Networks Inc	COMMON	48203R104	1,612,954	44,239	SH		SOLE		44,239	0	0
Kellanova	COMMON	487836108	8,372,483	145,154	SH		SOLE		145,154	0	0
Keurig Dr Pepper Inc	COMMON	49271V100	10,248,122	306,830	SH		SOLE		306,830	0	0
KeyCorp	COMMON	493267108	8,369,690	589,000	SH		SOLE		589,000	0	0
Keysight Technologies Inc	COMMON	49338L103	465,087	3,401	SH		SOLE		3,401	0	0
Kimberly-Clark Corp	COMMON	494368103	24,893,412	180,126	SH		SOLE		180,126	0	0
Kimco Realty Corp	REIT	49446R109	4,248,624	218,326	SH		SOLE		218,326	0	0
KLA Corp	COMMON	482480100	17,928,970	21,745	SH		SOLE		21,745	0	0
Knight-Swift Transportation Holdings Inc	COMMON	499049104	52,580,886	1,053,303	SH		SOLE		1,053,303	0	0
Kraft Heinz Co, The	COMMON	500754106	12,705,635	394,340	SH		SOLE		394,340	0	0
Kroger Company, The	COMMON	501044101	84,793,820	1,698,254	SH		SOLE		1,698,254	0	0
Kyndryl Holdings Inc	COMMON	50155Q100	6,603,810	251,000	SH		SOLE		251,000	0	0
Lam Research Corp	COMMON	512807108	55,000,566	51,651	SH		SOLE		51,651	0	0
Lattice Semiconductor Corp	COMMON	518415104	1,692,206	29,181	SH		SOLE		29,181	0	0
Leidos Holdings Inc	COMMON	525327102	7,314,277	50,139	SH		SOLE		50,139	0	0
Lennar Corp	COMMON	526057104	207,879,423	1,387,065	SH		SOLE		1,387,065	0	0
Lennox International Inc	COMMON	526107107	352,017	658	SH		SOLE		658	0	0
Lightspeed Commerce Inc	COMMON	53229C107	331,897,751	24,286,219	SH		SOLE		24,286,219	0	0
Linde PLC	COMMON	G54950103	156,324,309	356,246	SH		SOLE		356,246	0	0
Lockheed Martin Corp	COMMON	539830109	15,719,784	33,654	SH		SOLE		33,654	0	0
Loews Corp	COMMON	540424108	18,500,243	247,528	SH		SOLE		247,528	0	0
Logitech International SA	COMMON	H50430232	104,360,586	1,078,905	SH		SOLE		1,078,905	0	0
Lululemon Athletica Inc	COMMON	550021109	101,678,968	340,405	SH		SOLE		340,405	0	0
Lyft Inc	COMMON	55087P104	4,935,000	350,000	SH		SOLE		350,000	0	0
M&T Bank Corp	COMMON	55261F104	5,146,845	34,004	SH		SOLE		34,004	0	0
Manhattan Associates Inc	COMMON	562750109	55,964,787	226,872	SH		SOLE		226,872	0	0
Markel Group Inc	COMMON	570535104	612,932	389	SH		SOLE		389	0	0
Marsh & McLennan Cos Inc	COMMON	571748102	239,665,559	1,137,365	SH		SOLE		1,137,365	0	0
Marvell Technology Inc	COMMON	573874104	15,344,728	219,524	SH		SOLE		219,524	0	0
Masco Corp	COMMON	574599106	324,283	4,864	SH		SOLE		4,864	0	0
Mastercard Inc	COMMON	57636Q104	713,180,575	1,616,603	SH		SOLE		1,616,603	0	0
McCormick & Co Inc	COMMON	579780206	6,572,591	92,650	SH		SOLE		92,650	0	0
McDonald's Corp	COMMON	580135101	31,783,389	124,719	SH		SOLE		124,719	0	0
McKesson Corp	COMMON	58155Q103	404,587,855	692,740	SH		SOLE		692,740	0	0
Medtronic PLC	COMMON	G5960L103	172,884,388	2,196,473	SH		SOLE		2,196,473	0	0
MercadoLibre Inc	COMMON	58733R102	134,716,071	81,974	SH		SOLE		81,974	0	0
Merck & Co Inc	COMMON	58933Y105	395,428,094	3,194,088	SH		SOLE		3,194,088	0	0
Meta Platforms Inc	COMMON	30303M102	863,227,192	1,712,005	SH		SOLE		1,712,005	0	0
Mettler-Toledo International Inc	COMMON	592688105	4,192,770	3,000	SH		SOLE		3,000	0	0
Micron Technology Inc	COMMON	595112103	60,440,665	459,520	SH		SOLE		459,520	0	0
Microsoft Corp	COMMON	594918104	1,946,863,770	4,355,887	SH		SOLE		4,355,887	0	0
Mines Agnico-Eagle Limitee	COMMON	008474108	12,873,127	196,859	SH		SOLE		196,859	0	0
Moderna Inc	COMMON	60770K107	7,956,250	67,000	SH		SOLE		67,000	0	0
Mohawk Industries Inc	COMMON	608190104	2,612,570	23,000	SH		SOLE		23,000	0	0
Molina Healthcare Inc	COMMON	60855R100	87,154,088	293,152	SH		SOLE		293,152	0	0
Molson Coors Beverage Co	COMMON	60871R209	48,543,107	955,009	SH		SOLE		955,009	0	0
Mondelez International Inc	COMMON	609207105	151,626,645	2,317,033	SH		SOLE		2,317,033	0	0
MongoDB Inc	COMMON	60937P106	3,427,202	13,711	SH		SOLE		13,711	0	0
Monolithic Power Systems Inc	COMMON	609839105	23,472,110	28,566	SH		SOLE		28,566	0	0
Monster Beverage Corp	COMMON	61174X109	50,436,412	1,009,738	SH		SOLE		1,009,738	0	0
Moody's Corp	COMMON	615369105	73,506,585	174,629	SH		SOLE		174,629	0	0
Morgan Stanley	COMMON	617446448	63,638,163	654,781	SH		SOLE		654,781	0	0
Mosaic Company, The	COMMON	61945C103	33,103,361	1,145,445	SH		SOLE		1,145,445	0	0
Motorola Solutions Inc	COMMON	620076307	108,695,851	281,559	SH		SOLE		281,559	0	0
Mueller Industries Inc	COMMON	624756102	12,626,217	221,746	SH		SOLE		221,746	0	0
NetApp Inc	COMMON	64110D104	71,062,439	551,727	SH		SOLE		551,727	0	0
Netflix Inc	COMMON	64110L106	217,213,502	321,855	SH		SOLE		321,855	0	0
Neurocrine Biosciences Inc	COMMON	64125C109	90,327,767	656,118	SH		SOLE		656,118	0	0
New Oriental Education & Technology Group Inc	ADR	647581206	9,383,721	120,722	SH		SOLE		120,722	0	0
NextEra Energy Inc	COMMON	65339F101	68,417,116	966,207	SH		SOLE		966,207	0	0
Nike Inc	COMMON	654106103	64,923,945	861,403	SH		SOLE		861,403	0	0
Northrop Grumman Corp	COMMON	666807102	6,635,159	15,220	SH		SOLE		15,220	0	0
Nouveau Monde Graphite Inc	COMMON	66979W842	1,402,810	744,006	SH		SOLE		744,006	0	0
NRG Energy Inc	COMMON	629377508	68,059,996	874,133	SH		SOLE		874,133	0	0
NU Holdings Ltd/	COMMON	G6683N103	25,043,531	1,942,865	SH		SOLE		1,942,865	0	0
Nucor Corp	COMMON	670346105	114,288,526	722,979	SH		SOLE		722,979	0	0
Nvidia Corp	COMMON	67066G104	1,869,371,176	15,131,708	SH		SOLE		15,131,708	0	0
NVR Inc	COMMON	62944T105	129,665,726	17,087	SH		SOLE		17,087	0	0
Old Dominion Freight Line Inc	COMMON	679580100	6,488,637	36,742	SH		SOLE		36,742	0	0
ON Semiconductor Corp	COMMON	682189105	4,194,574	61,190	SH		SOLE		61,190	0	0
ONEOK Inc	COMMON	682680103	368,688	4,521	SH		SOLE		4,521	0	0
Open Text Corp	COMMON	683715106	11,727,682	390,642	SH		SOLE		390,642	0	0
Oracle Corp	COMMON	68389X105	152,693,261	1,081,397	SH		SOLE		1,081,397	0	0
O'Reilly Automotive Inc	COMMON	67103H107	3,723,668	3,526	SH		SOLE		3,526	0	0
Owens Corning	COMMON	690742101	108,808,828	626,346	SH		SOLE		626,346	0	0
Paccar Inc	COMMON	693718108	126,399,719	1,227,897	SH		SOLE		1,227,897	0	0
Packaging Corp of America	COMMON	695156109	4,220,970	23,121	SH		SOLE		23,121	0	0
Pagseguro Digital Ltd	COMMON	G68707101	703,738	60,200	SH		SOLE		60,200	0	0
Palo Alto Networks Inc	COMMON	697435105	46,314,192	136,616	SH		SOLE		136,616	0	0
Paychex Inc	COMMON	704326107	1,862,103	15,706	SH		SOLE		15,706	0	0
Paylocity Holding Corp	COMMON	70438V106	5,950,391	45,130	SH		SOLE		45,130	0	0
PayPal Holdings Inc	COMMON	70450Y103	9,928,933	171,100	SH		SOLE		171,100	0	0
Pentair PLC	COMMON	G7S00T104	4,293,520	56,000	SH		SOLE		56,000	0	0
Penumbra Inc	COMMON	70975L107	3,779,370	21,000	SH		SOLE		21,000	0	0
PepsiCo Inc	COMMON	713448108	211,795,684	1,284,155	SH		SOLE		1,284,155	0	0
Pfizer Inc	COMMON	717081103	303,705,222	10,854,368	SH		SOLE		10,854,368	0	0
PG&E Corp	COMMON	69331C108	8,417,553	482,105	SH		SOLE		482,105	0	0
Pinterest Inc	COMMON	72352L106	62,613,992	1,420,785	SH		SOLE		1,420,785	0	0
PNC Financial Services Group Inc, The	COMMON	693475105	48,392,373	311,245	SH		SOLE		311,245	0	0
PPG Industries Inc	COMMON	693506107	3,406,961	27,063	SH		SOLE		27,063	0	0
Procter & Gamble Company, The	COMMON	742718109	182,333,573	1,105,588	SH		SOLE		1,105,588	0	0
Progressive Corp, The	COMMON	743315103	176,998,212	852,141	SH		SOLE		852,141	0	0
Prologis Inc	REIT	74340W103	6,947,609	61,861	SH		SOLE		61,861	0	0
Prudential Financial Inc	COMMON	744320102	5,039,170	43,000	SH		SOLE		43,000	0	0
PTC Inc	COMMON	69370C100	277,047	1,525	SH		SOLE		1,525	0	0
Public Service Enterprise Group Inc	COMMON	744573106	44,886,396	609,042	SH		SOLE		609,042	0	0
Public Storage	REIT	74460D109	11,455,661	39,825	SH		SOLE		39,825	0	0
PulteGroup Inc	COMMON	745867101	137,362,856	1,247,619	SH		SOLE		1,247,619	0	0
Pure Storage Inc	COMMON	74624M102	9,166,684	142,761	SH		SOLE		142,761	0	0
Q2 Holdings Inc	COMMON	74736L109	3,487,074	57,800	SH		SOLE		57,800	0	0
Qualcomm Inc	COMMON	747525103	176,756,321	887,420	SH		SOLE		887,420	0	0
Quest Diagnostics Inc	COMMON	74834L100	10,742,342	78,480	SH		SOLE		78,480	0	0
R1 RCM Inc	COMMON	77634L105	3,324,632	264,700	SH		SOLE		264,700	0	0
RB Global Inc	COMMON	74935Q107	32,220,613	422,552	SH		SOLE		422,552	0	0
Real Estate Select Sector SPDR Fund	ETF	81369Y860	67,013,925	1,744,700	SH		SOLE		1,744,700	0	0
Redevances Auriferes Osisko Ltee	COMMON	68827L101	74,274,868	4,767,074	SH		SOLE		4,767,074	0	0
Regeneron Pharmaceuticals Inc	COMMON	75886F107	145,879,811	138,797	SH		SOLE		138,797	0	0
Regions Financial Corp	COMMON	7591EP100	8,441,730	421,244	SH		SOLE		421,244	0	0
Reliance Inc	COMMON	759509102	78,819,033	275,977	SH		SOLE		275,977	0	0
Repligen Corp	COMMON	759916109	1,348,842	10,700	SH		SOLE		10,700	0	0
Republic Services Inc	COMMON	760759100	274,856,415	1,414,307	SH		SOLE		1,414,307	0	0
ResMed Inc	COMMON	761152107	6,574,702	34,347	SH		SOLE		34,347	0	0
Restaurant Brands International Inc	COMMON	76131D103	2,699,355	38,316	SH		SOLE		38,316	0	0
Robert Half Inc	COMMON	770323103	12,352,746	193,072	SH		SOLE		193,072	0	0
Rogers Communications Inc	COMMON	775109200	46,842,580	1,266,740	SH		SOLE		1,266,740	0	0
Rollins Inc	COMMON	775711104	55,346,255	1,134,377	SH		SOLE		1,134,377	0	0
Roper Technologies Inc	COMMON	776696106	175,534,996	311,420	SH		SOLE		311,420	0	0
Ross Stores Inc	COMMON	778296103	10,055,708	69,197	SH		SOLE		69,197	0	0
Royal Caribbean Cruises Ltd	COMMON	V7780T103	10,950,450	68,685	SH		SOLE		68,685	0	0
RPM International Inc	COMMON	749685103	702,827	6,527	SH		SOLE		6,527	0	0
S&P Global Inc	COMMON	78409V104	94,406,606	211,674	SH		SOLE		211,674	0	0
salesforce.com Inc	COMMON	79466L302	280,443,898	1,090,797	SH		SOLE		1,090,797	0	0
Samsara Inc	COMMON	79589L106	866,090	25,700	SH		SOLE		25,700	0	0
SBA Communications Corp	REIT	78410G104	337,243	1,718	SH		SOLE		1,718	0	0
Schlumberger NV	COMMON	806857108	72,870,783	1,544,527	SH		SOLE		1,544,527	0	0
Sea Ltd	ADR	81141R100	5,113,672	71,600	SH		SOLE		71,600	0	0
SEI Investments Co	COMMON	784117103	26,758,306	413,639	SH		SOLE		413,639	0	0
Sempra	COMMON	816851109	379,539	4,990	SH		SOLE		4,990	0	0
ServiceNow Inc	COMMON	81762P102	68,555,928	87,147	SH		SOLE		87,147	0	0
Sherwin-Williams Co, The	COMMON	824348106	18,643,220	62,471	SH		SOLE		62,471	0	0
Shopify Inc	COMMON	82509L107	93,118,895	1,409,349	SH		SOLE		1,409,349	0	0
Silicon Motion Technology Corp	ADR	82706C108	680,316	8,400	SH		SOLE		8,400	0	0
Simon Property Group Inc	REIT	828806109	25,165,556	165,781	SH		SOLE		165,781	0	0
Skyworks Solutions Inc	COMMON	83088M102	16,888,134	158,455	SH		SOLE		158,455	0	0
Snap-on Inc	COMMON	833034101	46,273,611	177,029	SH		SOLE		177,029	0	0
Snowflake Inc	COMMON	833445109	27,207,127	201,400	SH		SOLE		201,400	0	0
Societe Financiere Manuvie	COMMON	56501R106	31,219,287	1,172,630	SH		SOLE		1,172,630	0	0
Southern Company, The	COMMON	842587107	254,973	3,287	SH		SOLE		3,287	0	0
Spirit AeroSystems Holdings Inc	COMMON	848574109	13,805,401	420,000	SH		SOLE		420,000	0	0
Stantec Inc	COMMON	85472N109	30,152,774	360,251	SH		SOLE		360,251	0	0
Star Bulk Carriers Corp	COMMON	Y8162K204	455,906	18,700	SH		SOLE		18,700	0	0
Starbucks Corp	COMMON	855244109	60,333,751	775,000	SH		SOLE		775,000	0	0
State Street Corp	COMMON	857477103	4,586,372	61,978	SH		SOLE		61,978	0	0
Steel Dynamics Inc	COMMON	858119100	110,910,536	856,452	SH		SOLE		856,452	0	0
Steelcase Inc	COMMON	858155203	2,631,697	203,063	SH		SOLE		203,063	0	0
StoneCo Ltd	COMMON	G85158106	211,024	17,600	SH		SOLE		17,600	0	0
Stryker Corp	COMMON	863667101	73,162,258	215,025	SH		SOLE		215,025	0	0
Sunrun Inc	COMMON	86771W105	4,576,240	385,855	SH		SOLE		385,855	0	0
Super Micro Computer Inc	COMMON	86800U104	3,617,430	4,415	SH		SOLE		4,415	0	0
Synchrony Financial	COMMON	87165B103	31,168,713	660,494	SH		SOLE		660,494	0	0
T Rowe Price Group Inc	COMMON	74144T108	9,523,914	82,594	SH		SOLE		82,594	0	0
Target Corp	COMMON	87612E106	14,118,723	95,371	SH		SOLE		95,371	0	0
Taylor Morrison Home Corp	COMMON	87724P106	13,493,098	243,382	SH		SOLE		243,382	0	0
TE Connectivity Ltd	COMMON	H84989104	509,807	3,389	SH		SOLE		3,389	0	0
Teck Resources Ltd	COMMON	878742204	51,391,173	1,072,632	SH		SOLE		1,072,632	0	0
Teledyne Technologies Inc	COMMON	879360105	100,815,435	259,847	SH		SOLE		259,847	0	0
Tencent Music Entertainment Group	ADR	88034P109	19,413,152	1,381,719	SH		SOLE		1,381,719	0	0
Teradyne Inc	COMMON	880770102	10,154,306	68,476	SH		SOLE		68,476	0	0
Tesla Inc	COMMON	88160R101	180,463,396	911,984	SH		SOLE		911,984	0	0
Texas Instruments Inc	COMMON	882508104	29,595,601	152,139	SH		SOLE		152,139	0	0
Texas Roadhouse Inc	COMMON	882681109	4,169,806	24,284	SH		SOLE		24,284	0	0
Textron Inc	COMMON	883203101	322,748	3,759	SH		SOLE		3,759	0	0
Thermo Fisher Scientific Inc	COMMON	883556102	88,076,863	159,271	SH		SOLE		159,271	0	0
Thomson Reuters Corp	COMMON	884903808	6,653,622	39,480	SH		SOLE		39,480	0	0
TJX Cos Inc, The	COMMON	872540109	75,279,775	683,740	SH		SOLE		683,740	0	0
T-Mobile US Inc	COMMON	872590104	12,797,891	72,641	SH		SOLE		72,641	0	0
Toast Inc	COMMON	888787108	286,872	11,132	SH		SOLE		11,132	0	0
Toll Brothers Inc	COMMON	889478103	16,329,530	141,774	SH		SOLE		141,774	0	0
TopBuild Corp	COMMON	89055F103	10,265,904	26,646	SH		SOLE		26,646	0	0
Tractor Supply Co	COMMON	892356106	10,461,690	38,747	SH		SOLE		38,747	0	0
Trade Desk Inc, The	COMMON	88339J105	5,317,643	54,445	SH		SOLE		54,445	0	0
Tradeweb Markets Inc	COMMON	892672106	45,266,559	427,043	SH		SOLE		427,043	0	0
Trane Technologies PLC	COMMON	G8994E103	21,014,680	63,888	SH		SOLE		63,888	0	0
TransCanada Corporation	COMMON	87807B107	95,850,968	2,529,072	SH		SOLE		2,529,072	0	0
TransForce Inc	COMMON	87241L109	382,414,838	2,634,300	SH		SOLE		2,634,300	0	0
Travelers Cos Inc, The	COMMON	89417E109	41,379,691	203,500	SH		SOLE		203,500	0	0
Trip.com Group Ltd	ADR	89677Q107	46,067,895	980,168	SH		SOLE		980,168	0	0
Twilio Inc	COMMON	90138F102	4,065,494	71,563	SH		SOLE		71,563	0	0
Tyson Foods Inc	COMMON	902494103	313,013	5,478	SH		SOLE		5,478	0	0
Uber Technologies Inc	COMMON	90353T100	161,187,813	2,217,774	SH		SOLE		2,217,774	0	0
UBS Group AG	COMMON	H42097107	46,231,575	1,570,650	SH		SOLE		1,570,650	0	0
Ulta Beauty Inc	COMMON	90384S303	65,095,112	168,697	SH		SOLE		168,697	0	0
Union Pacific Corp	COMMON	907818108	87,728,245	387,732	SH		SOLE		387,732	0	0
United Parcel Service Inc	COMMON	911312106	44,804,689	327,400	SH		SOLE		327,400	0	0
United Rentals Inc	COMMON	911363109	23,821,006	36,833	SH		SOLE		36,833	0	0
United Therapeutics Corp	COMMON	91307C102	82,623,908	259,375	SH		SOLE		259,375	0	0
UnitedHealth Group Inc	COMMON	91324P102	228,258,489	448,216	SH		SOLE		448,216	0	0
Utilities Select Sector SPDR Fund	ETF	81369Y886	71,765,048	1,053,200	SH		SOLE		1,053,200	0	0
VanEck Gold Miners ETF/USA	ETF	92189F106	36,596,798	1,078,597	SH		SOLE		1,078,597	0	0
Vanguard FTSE Developed Markets ETF	ETF	921943858	46,949,000	950,000	SH		SOLE		950,000	0	0
Vanguard FTSE Emerging Markets ETF	ETF	922042858	41,572,001	950,000	SH		SOLE		950,000	0	0
Vanguard Real Estate ETF	ETF	922908553	238,037,555	2,841,900	SH		SOLE		2,841,900	0	0
Veeva Systems Inc	COMMON	922475108	6,324,277	34,557	SH		SOLE		34,557	0	0
VeriSign Inc	COMMON	92343E102	397,205	2,234	SH		SOLE		2,234	0	0
Verisk Analytics Inc	COMMON	92345Y106	10,139,393	37,616	SH		SOLE		37,616	0	0
Verizon Communications Inc	COMMON	92343V104	381,639,341	9,254,106	SH		SOLE		9,254,106	0	0
Vertex Pharmaceuticals Inc	COMMON	92532F100	260,451,306	555,665	SH		SOLE		555,665	0	0
Vertiv Holdings Co	COMMON	92537N108	19,824,530	229,000	SH		SOLE		229,000	0	0
Vipshop Holdings Ltd	ADR	92763W103	12,772,516	980,992	SH		SOLE		980,992	0	0
Visa Inc	COMMON	92826C839	256,798,556	978,392	SH		SOLE		978,392	0	0
Vistra Corp	COMMON	92840M102	79,102,715	920,013	SH		SOLE		920,013	0	0
Vornado Realty Trust	REIT	929042109	18,403,001	700,000	SH		SOLE		700,000	0	0
Vulcan Materials Co	COMMON	929160109	4,460,076	17,935	SH		SOLE		17,935	0	0
W R Berkley Corp	COMMON	084423102	51,974,854	661,426	SH		SOLE		661,426	0	0
Wabtec Corp	COMMON	929740108	2,809,181	17,774	SH		SOLE		17,774	0	0
Walmart Inc	COMMON	931142103	257,456,095	3,802,335	SH		SOLE		3,802,335	0	0
Walt Disney Co, The	COMMON	254687106	55,104,562	554,986	SH		SOLE		554,986	0	0
Waste Connections Inc	COMMON	94106B101	98,001,494	558,690	SH		SOLE		558,690	0	0
Waste Management Inc	COMMON	94106L109	11,580,949	54,284	SH		SOLE		54,284	0	0
Watsco Inc	COMMON	942622200	2,346,774	5,066	SH		SOLE		5,066	0	0
Wayfair Inc	COMMON	94419L101	15,924,459	302,000	SH		SOLE		302,000	0	0
Waystar Holding Corp	COMMON	946784105	4,192,500	195,000	SH		SOLE		195,000	0	0
WEC Energy Group Inc	COMMON	92939U106	94,538,099	1,204,921	SH		SOLE		1,204,921	0	0
Wells Fargo & Company	COMMON	949746101	62,356,116	1,049,943	SH		SOLE		1,049,943	0	0
West Fraser Timber Co Ltd	COMMON	952845105	4,319,284	56,251	SH		SOLE		56,251	0	0
Weyerhaeuser Co	REIT	962166104	3,455,886	121,729	SH		SOLE		121,729	0	0
Williams-Sonoma Inc	COMMON	969904101	107,255,424	379,840	SH		SOLE		379,840	0	0
Willis Towers Watson PLC	COMMON	G96629103	275,247	1,050	SH		SOLE		1,050	0	0
Wingstop Inc	COMMON	974155103	4,649,260	11,000	SH		SOLE		11,000	0	0
Workday Inc	COMMON	98138H101	51,850,050	231,929	SH		SOLE		231,929	0	0
WP Carey Inc	REIT	92936U109	3,677,450	66,802	SH		SOLE		66,802	0	0
WW Grainger Inc	COMMON	384802104	102,857,170	114,002	SH		SOLE		114,002	0	0
XP Inc	COMMON	G98239109	226,911	12,900	SH		SOLE		12,900	0	0
XPO Inc	COMMON	983793100	51,738,465	487,409	SH		SOLE		487,409	0	0
Yum China Holdings Inc	COMMON	98850P109	12,771,399	414,118	SH		SOLE		414,118	0	0
Yum! Brands Inc	COMMON	988498101	184,040,586	1,389,405	SH		SOLE		1,389,405	0	0
Zevia PBC	COMMON	98955K104	14,869,317	22,022,092	SH		SOLE		22,022,092	0	0
Zillow Group Inc	COMMON	98954M200	15,800,434	340,600	SH		SOLE		340,600	0	0
Zoetis Inc	COMMON	98978V103	338,225	1,951	SH		SOLE		1,951	0	0
Zoom Video Communications Inc	COMMON	98980L101	91,655,597	1,548,498	SH		SOLE		1,548,498	0	0
ZoomInfo Technologies Inc	COMMON	98980F104	18,562,127	1,453,573	SH		SOLE		1,453,573	0	0
Zscaler Inc	COMMON	98980G102	3,632,391	18,900	SH		SOLE		18,900	0	0
ZTO Express Cayman Inc	ADR	98980A105	23,593,809	1,137,051	SH		SOLE		1,137,051	0	0