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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   4,429,485 36,937 SH   SOLE   36,937 0 0
ABBOTT LABORATORIES COM 002824100   58,974,027 537,153 SH   SOLE   537,153 0 0
ABBVIE INC COM 00287Y109   77,180,087 477,570 SH   SOLE   477,570 0 0
ACCENTURE LTD A G1151C101   41,907,488 157,051 SH   SOLE   157,051 0 0
ACTIVISION INC COM 00507V109   13,051,468 170,496 SH   SOLE   170,496 0 0
ADOBE SYSTEMS INC COM 00724F101   41,872,745 124,425 SH   SOLE   124,425 0 0
ADOLPH COORS CO B 60871R209   1,982,077 38,472 SH   SOLE   38,472 0 0
ADVANCE AUTO PARTS COM 00751Y106   1,786,855 12,153 SH   SOLE   12,153 0 0
ADVANCED MICRO DEVIC COM 007903107   15,561,510 240,258 SH   SOLE   240,258 0 0
AFFIRM HOLDINGS INC A 00827B106   380,437 39,342 SH   SOLE   39,342 0 0
AFLAC INC COM 001055102   14,031,537 195,045 SH   SOLE   195,045 0 0
AGILENT TECHNOLOGIES COM 00846U101   13,335,760 89,113 SH   SOLE   89,113 0 0
AIR PRODUCTS & CHEMI COM 009158106   4,204,974 13,641 SH   SOLE   13,641 0 0
AIRBNB INC A 009066101   3,460,869 40,478 SH   SOLE   40,478 0 0
AKAMAI TECHNOLOGIES COM 00971T101   2,708,896 32,134 SH   SOLE   32,134 0 0
ALBEMARLE CORP COM 012653101   17,722,232 81,722 SH   SOLE   81,722 0 0
ALCOA INC COM 013872106   1,653,880 36,373 SH   SOLE   36,373 0 0
ALEXANDRIA REAL ESTA COM 015271109   5,573,625 38,262 SH   SOLE   38,262 0 0
ALIBABA GROUP HOLDIN COM 01609W102   704,720 8,000 SH   SOLE   8,000 0 0
ALIGN TECHNOLOGY INC COM 016255101   3,790,716 17,974 SH   SOLE   17,974 0 0
ALLEGION PLC COM G0176J109   1,869,101 17,757 SH   SOLE   17,757 0 0
ALLSTATE CORP/THE COM 020002101   10,861,424 80,099 SH   SOLE   80,099 0 0
ALLY FINANCIAL INC COM 02005N100   1,524,970 62,371 SH   SOLE   62,371 0 0
ALNYLAM PHARMACEUTIC COM 02043Q107   5,766,339 24,264 SH   SOLE   24,264 0 0
AMAZON.COM INC COM 023135106   150,433,080 1,790,870 SH   SOLE   1,790,870 0 0
AMERCO COM 023586506   980,733 17,838 SH   SOLE   17,838 0 0
AMERCO INC COM 023586100   124,292 2,065 SH   SOLE   2,065 0 0
AMERICAN CAPITAL AGE COM 00123Q104   1,066,919 103,084 SH   SOLE   103,084 0 0
AMERICAN EXPRESS CO COM 025816109   8,002,731 54,164 SH   SOLE   54,164 0 0
AMERICAN FINANCIAL G COM 025932104   2,008,955 14,634 SH   SOLE   14,634 0 0
AMERICAN HOMES 4 REN A 02665T306   1,906,867 63,267 SH   SOLE   63,267 0 0
AMERICAN INTERNATION COM 026874784   2,645,771 41,837 SH   SOLE   41,837 0 0
AMERICAN TOWER CORP COM 03027X100   5,653,907 26,687 SH   SOLE   26,687 0 0
AMERICAN WATER WORKS COM 030420103   869,251 5,703 SH   SOLE   5,703 0 0
AMERIPRISE FINANCIAL COM 03076C106   2,606,478 8,371 SH   SOLE   8,371 0 0
AMERISOURCEBERGEN CO COM 03073E105   9,565,775 57,726 SH   SOLE   57,726 0 0
AMGEN INC COM 031162100   22,339,107 85,056 SH   SOLE   85,056 0 0
AMPHENOL CORP A 032095101   18,641,203 244,828 SH   SOLE   244,828 0 0
AMVESCAP PLC COM G491BT108   1,240,878 68,976 SH   SOLE   68,976 0 0
ANALOG DEVICES INC COM 032654105   26,967,352 164,405 SH   SOLE   164,405 0 0
ANNALY CAPITAL MANAG COM 035710839   1,994,357 94,609 SH   SOLE   94,609 0 0
ANSYS INC COM 03662Q105   4,252,225 17,601 SH   SOLE   17,601 0 0
ANTHEM INC COM 036752103   60,939,810 118,798 SH   SOLE   118,798 0 0
AO SMITH CORP COM 831865209   1,486,637 25,972 SH   SOLE   25,972 0 0
AON CORP A G0403H108   3,482,524 11,603 SH   SOLE   11,603 0 0
APPLE COMPUTER INC COM 037833100   324,290,727 2,495,888 SH   SOLE   2,495,888 0 0
APPLIED MATERIALS IN COM 038222105   21,428,761 220,053 SH   SOLE   220,053 0 0
APTIV PLC COM G6095L109   1,996,614 21,439 SH   SOLE   21,439 0 0
AQUA AMERICA INC COM 29670G102   2,403,157 50,349 SH   SOLE   50,349 0 0
ARAMARK COM 03852U106   1,938,391 46,889 SH   SOLE   46,889 0 0
ARCH CAPITAL GROUP L COM G0450A105   4,684,831 74,623 SH   SOLE   74,623 0 0
ARMOUR RESIDENTIAL R COM 042315507   695,659 123,563 SH   SOLE   123,563 0 0
ARROW ELECTRONICS IN COM 042735100   1,356,482 12,972 SH   SOLE   12,972 0 0
ARTHUR J GALLAGHER & COM 363576109   27,811,535 147,510 SH   SOLE   147,510 0 0
ASPEN TECHNOLOGY INC COM 29109X106   1,204,054 5,862 SH   SOLE   5,862 0 0
ASSURANT INC COM 04621X108   1,345,145 10,756 SH   SOLE   10,756 0 0
AT&T CORP COM 00206R102   4,966,815 269,789 SH   SOLE   269,789 0 0
ATMOS ENERGY CORP COM 049560105   3,169,339 28,280 SH   SOLE   28,280 0 0
AUTODESK INC COM 052769106   3,678,349 19,684 SH   SOLE   19,684 0 0
AUTOMATIC DATA PROCE COM 053015103   1,334,749 5,588 SH   SOLE   5,588 0 0
AUTOZONE INC COM 053332102   25,241,352 10,235 SH   SOLE   10,235 0 0
AVALONBAY COMMUNITIE COM 053484101   1,217,537 7,538 SH   SOLE   7,538 0 0
AVANTOR INC COM 05352A100   9,200,723 436,260 SH   SOLE   436,260 0 0
AVERY DENNISON CORP COM 053611109   2,973,106 16,426 SH   SOLE   16,426 0 0
AXA EQUITABLE HOLDIN COM 29452E101   2,179,305 75,934 SH   SOLE   75,934 0 0
AZZ INC COM 002474104   1,351,443 33,618 SH   SOLE   33,618 0 0
B&G FOODS INC COM 05508R106   674,831 60,523 SH   SOLE   60,523 0 0
BALL CORP COM 058498106   3,249,384 63,539 SH   SOLE   63,539 0 0
BANK OF AMERICA CORP COM 060505104   74,232,286 2,241,313 SH   SOLE   2,241,313 0 0
BANK OF NEW YORK CO COM 064058100   1,468,839 32,268 SH   SOLE   32,268 0 0
BB&T CORP COM 89832Q109   1,283,843 29,836 SH   SOLE   29,836 0 0
BECTON DICKINSON & C COM 075887109   3,533,244 13,894 SH   SOLE   13,894 0 0
BENTLEY SYSTEMS INC B 08265T208   1,447,612 39,167 SH   SOLE   39,167 0 0
BERKSHIRE HATHAWAY I COM 084670702   89,720,005 290,450 SH   SOLE   290,450 0 0
BEST BUY CO INC COM 086516101   3,285,963 40,967 SH   SOLE   40,967 0 0
BILL.COM HOLDINGS IN COM 090043100   2,078,412 19,075 SH   SOLE   19,075 0 0
BIO-RAD LABORATORIES A 090572207   1,884,215 4,481 SH   SOLE   4,481 0 0
BIOGEN IDEC INC COM 09062X103   2,519,141 9,097 SH   SOLE   9,097 0 0
BIOMARIN PHARMACEUTI COM 09061G101   3,880,254 37,494 SH   SOLE   37,494 0 0
BLACKROCK INC/NEW YO COM 09247X101   4,522,476 6,382 SH   SOLE   6,382 0 0
BLACKSTONE GROUP INC COM 09260D107   1,931,388 26,033 SH   SOLE   26,033 0 0
BORGWARNER INC COM 099724106   1,927,049 47,877 SH   SOLE   47,877 0 0
BOSTON PROPERTIES IN COM 101121101   3,262,559 48,277 SH   SOLE   48,277 0 0
BOSTON SCIENTIFIC CO COM 101137107   50,057,662 1,081,860 SH   SOLE   1,081,860 0 0
BRANDYWINE REALTY TR COM 105368203   868,724 141,256 SH   SOLE   141,256 0 0
BRISTOL-MYERS SQUIBB COM 110122108   36,181,856 502,875 SH   SOLE   502,875 0 0
BROADRIDGE FINANCIAL COM 11133T103   3,180,758 23,714 SH   SOLE   23,714 0 0
BROOKFIELD RENEWABLE COM G16258108   2,055,099 81,101 SH   SOLE   81,101 0 0
BROWN-FORMAN CORP B 115637209   867,961 13,215 SH   SOLE   13,215 0 0
BROWN & BROWN INC COM 115236101   2,765,038 48,535 SH   SOLE   48,535 0 0
BRUKER BIOSCIENCES C COM 116794108   937,693 13,719 SH   SOLE   13,719 0 0
BUNGE LTD COM G16962105   3,330,821 33,385 SH   SOLE   33,385 0 0
CADENCE DESIGN SYSTE COM 127387108   2,867,905 17,853 SH   SOLE   17,853 0 0
CAESARS ENTERTAINMEN COM 12769G100   1,803,193 43,346 SH   SOLE   43,346 0 0
CAL-MAINE FOODS INC COM 128030202   474,368 8,712 SH   SOLE   8,712 0 0
CAMDEN PROPERTY TRUS COM 133131102   2,288,952 20,459 SH   SOLE   20,459 0 0
CAMPBELL SOUP CO COM 134429109   2,413,861 42,535 SH   SOLE   42,535 0 0
CARDINAL HEALTH INC COM 14149Y108   6,127,461 79,712 SH   SOLE   79,712 0 0
CARLISLE COS INC COM 142339100   2,463,956 10,456 SH   SOLE   10,456 0 0
CARLYLE GROUP INC/TH COM 14316J108   1,198,792 40,174 SH   SOLE   40,174 0 0
CARMAX INC COM 143130102   1,959,196 32,176 SH   SOLE   32,176 0 0
CARNIVAL CORP COM 143658300   1,608,332 199,545 SH   SOLE   199,545 0 0
CARRIER GLOBAL CORP COM 14448C104   8,379,442 203,138 SH   SOLE   203,138 0 0
CATALENT INC COM 148806102   1,555,050 34,549 SH   SOLE   34,549 0 0
CATERPILLAR INC COM 149123101   29,844,145 124,579 SH   SOLE   124,579 0 0
CB RICHARD ELLIS GRO A 12504L109   7,050,844 91,617 SH   SOLE   91,617 0 0
CBOE HOLDINGS INC COM 12503M108   2,690,202 21,441 SH   SOLE   21,441 0 0
CBS CORP COM 92556H206   2,076,172 122,996 SH   SOLE   122,996 0 0
CCE SPINCO INC COM 538034109   2,431,694 34,868 SH   SOLE   34,868 0 0
CELANESE CORP COM 150870103   3,760,898 36,785 SH   SOLE   36,785 0 0
CENTENE CORP COM 15135B101   18,310,372 223,270 SH   SOLE   223,270 0 0
CENTERPOINT ENERGY I COM 15189T107   3,816,467 127,258 SH   SOLE   127,258 0 0
CENTURYTEL INC COM 550241103   983,291 188,370 SH   SOLE   188,370 0 0
CERTEGY INC COM 31620M106   12,962,064 191,040 SH   SOLE   191,040 0 0
CF INDUSTRIES HOLDIN COM 125269100   3,432,026 40,282 SH   SOLE   40,282 0 0
CH ROBINSON WORLDWID COM 12541W209   2,292,937 25,043 SH   SOLE   25,043 0 0
CHARLES RIVER LABORA COM 159864107   2,240,665 10,283 SH   SOLE   10,283 0 0
CHARLES SCHWAB CORP/ COM 808513105   10,342,390 124,218 SH   SOLE   124,218 0 0
CHESAPEAKE ENERGY CO COM 165167735   1,959,687 20,766 SH   SOLE   20,766 0 0
CHEWY INC A 16679L109   697,178 18,802 SH   SOLE   18,802 0 0
CHICAGO MERCANTILE E COM 12572Q105   14,556,602 86,564 SH   SOLE   86,564 0 0
CHIPOTLE MEXICAN GRI COM 169656105   2,741,680 1,976 SH   SOLE   1,976 0 0
CHUBB CORP COM H1467J104   22,778,273 103,256 SH   SOLE   103,256 0 0
CHURCH & DWIGHT CO I COM 171340102   3,958,434 49,106 SH   SOLE   49,106 0 0
CINCINNATI FINANCIAL COM 172062101   3,130,471 30,574 SH   SOLE   30,574 0 0
CINTAS CORP COM 172908105   2,529,072 5,600 SH   SOLE   5,600 0 0
CISCO SYSTEMS INC COM 17275R102   14,865,585 312,040 SH   SOLE   312,040 0 0
CITIGROUP INC COM 172967424   5,597,031 123,746 SH   SOLE   123,746 0 0
CITIZENS FINANCIAL G COM 174610105   3,944,795 100,198 SH   SOLE   100,198 0 0
CLARIVATE PLC COM G21810109   510,975 61,268 SH   SOLE   61,268 0 0
CLEAN HARBORS INC COM 184496107   772,021 6,765 SH   SOLE   6,765 0 0
CLEVELAND-CLIFFS INC COM 185899101   1,595,921 99,064 SH   SOLE   99,064 0 0
CLOROX CO COM 189054109   3,493,936 24,898 SH   SOLE   24,898 0 0
COCA-COLA CO/THE COM 191216100   78,082,101 1,227,513 SH   SOLE   1,227,513 0 0
COGNEX CORP COM 192422103   1,651,346 35,053 SH   SOLE   35,053 0 0
COINBASE GLOBAL INC A 19260Q107   885,563 25,023 SH   SOLE   25,023 0 0
COLFAX CORP COM 194014502   946,822 17,691 SH   SOLE   17,691 0 0
COMCAST CORP A 20030N101   30,801,086 880,786 SH   SOLE   880,786 0 0
COMERICA INC COM 200340107   1,076,017 16,096 SH   SOLE   16,096 0 0
CONAGRA FOODS INC COM 205887102   3,760,169 97,162 SH   SOLE   97,162 0 0
CONSTELLATION BRANDS A 21036P108   1,107,069 4,777 SH   SOLE   4,777 0 0
COOPER COS INC/THE COM 216648402   3,297,771 9,973 SH   SOLE   9,973 0 0
COPART INC COM 217204106   23,351,193 383,498 SH   SOLE   383,498 0 0
COSTAR GROUP INC COM 22160N109   8,682,948 112,357 SH   SOLE   112,357 0 0
COSTCO WHOLESALE COR COM 22160K105   32,745,201 71,731 SH   SOLE   71,731 0 0
WOLFSPEED INC COM 977852102   1,733,456 25,108 SH   SOLE   25,108 0 0
CROWN CASTLE INTERNA COM 22822V101   1,571,525 11,586 SH   SOLE   11,586 0 0
CROWN HOLDINGS INC COM 228368106   2,013,733 24,495 SH   SOLE   24,495 0 0
CSX CORP COM 126408103   17,834,690 575,684 SH   SOLE   575,684 0 0
CUMMINS INC COM 231021106   13,519,055 55,797 SH   SOLE   55,797 0 0
CVS CORP COM 126650100   20,209,183 216,860 SH   SOLE   216,860 0 0
DANAHER CORP COM 235851102   35,199,204 132,617 SH   SOLE   132,617 0 0
DARDEN RESTAURANTS I COM 237194105   3,427,955 24,781 SH   SOLE   24,781 0 0
DARLING INTERNATIONA COM 237266101   16,745,140 267,537 SH   SOLE   267,537 0 0
DAVITA INC COM 23918K108   826,895 11,074 SH   SOLE   11,074 0 0
DEERE & CO COM 244199105   36,244,369 84,533 SH   SOLE   84,533 0 0
DENTSPLY INTERNATION COM 24906P109   1,386,791 43,555 SH   SOLE   43,555 0 0
DIGITAL REALTY TRUST COM 253868103   1,127,135 11,241 SH   SOLE   11,241 0 0
DISCOVER FINANCIAL S COM 254709108   5,402,466 55,223 SH   SOLE   55,223 0 0
DOCUSIGN INC COM 256163106   2,240,076 40,420 SH   SOLE   40,420 0 0
DOLBY LABORATORIES I A 25659T107   647,204 9,175 SH   SOLE   9,175 0 0
DOLLAR GENERAL CORP COM 256677105   9,000,683 36,551 SH   SOLE   36,551 0 0
DOLLAR TREE STORES I COM 256746108   2,922,008 20,659 SH   SOLE   20,659 0 0
DOMINION RESOURCES I COM 25746U109   1,591,499 25,954 SH   SOLE   25,954 0 0
DOMINO'S PIZZA INC COM 25754A201   2,512,785 7,254 SH   SOLE   7,254 0 0
DOUGLAS EMMETT INC COM 25960P109   764,917 48,783 SH   SOLE   48,783 0 0
DOWDUPONT INC COM 26614N102   2,607,390 37,992 SH   SOLE   37,992 0 0
DOVER CORP COM 260003108   4,295,205 31,720 SH   SOLE   31,720 0 0
DR HORTON INC COM 23331A109   8,144,186 91,364 SH   SOLE   91,364 0 0
DR PEPPER SNAPPLE GR COM 49271V100   22,161,156 621,457 SH   SOLE   621,457 0 0
DROPBOX INC A 26210C104   1,245,447 55,650 SH   SOLE   55,650 0 0
DYNATRACE INC COM 268150109   4,647,705 121,350 SH   SOLE   121,350 0 0
EAST WEST BANCORP IN COM 27579R104   1,000,889 15,188 SH   SOLE   15,188 0 0
EASTMAN CHEMICAL CO COM 277432100   3,398,979 41,736 SH   SOLE   41,736 0 0
EATON CORP COM G29183103   39,669,897 252,755 SH   SOLE   252,755 0 0
ECHOSTAR COMMUNICATI A 25470M109   704,134 50,152 SH   SOLE   50,152 0 0
ECOLAB INC COM 278865100   5,747,291 39,484 SH   SOLE   39,484 0 0
EDISON INTERNATIONAL COM 281020107   6,410,605 100,764 SH   SOLE   100,764 0 0
EDWARDS LIFESCIENCES COM 28176E108   11,362,282 152,289 SH   SOLE   152,289 0 0
ELANCO ANIMAL HEALTH COM 28414H103   1,054,097 86,260 SH   SOLE   86,260 0 0
ELASTIC NV COM N14506104   467,826 9,084 SH   SOLE   9,084 0 0
ELECTRONIC ARTS INC COM 285512109   27,519,945 225,241 SH   SOLE   225,241 0 0
ELI LILLY & CO COM 532457108   46,617,893 127,427 SH   SOLE   127,427 0 0
EMERSON ELECTRIC CO COM 291011104   45,924,172 478,078 SH   SOLE   478,078 0 0
ENTEGRIS INC COM 29362U104   1,975,177 30,114 SH   SOLE   30,114 0 0
ENTERGY CORP COM 29364G103   6,240,262 55,469 SH   SOLE   55,469 0 0
EQUIFAX INC COM 294429105   6,798,324 34,978 SH   SOLE   34,978 0 0
EQUINIX INC COM 29444U700   6,740,913 10,291 SH   SOLE   10,291 0 0
EQUITABLE RESOURCES COM 26884L109   2,277,097 67,310 SH   SOLE   67,310 0 0
EQUITY LIFESTYLE PRO COM 29472R108   2,308,545 35,736 SH   SOLE   35,736 0 0
EQUITY RESIDENTIAL COM 29476L107   1,286,849 21,811 SH   SOLE   21,811 0 0
ERIE INDEMNITY CO A 29530P102   1,277,177 5,135 SH   SOLE   5,135 0 0
ESSEX PROPERTY TRUST COM 297178105   3,557,924 16,789 SH   SOLE   16,789 0 0
ESTEE LAUDER COS INC A 518439104   12,257,378 49,403 SH   SOLE   49,403 0 0
ETSY INC COM 29786A106   2,862,143 23,895 SH   SOLE   23,895 0 0
EVEREST RE GROUP LTD COM G3223R108   2,639,559 7,968 SH   SOLE   7,968 0 0
EXACT SCIENCES CORP COM 30063P105   1,771,170 35,774 SH   SOLE   35,774 0 0
EXELON CORP COM 30161N101   13,026,712 301,335 SH   SOLE   301,335 0 0
EXPEDIA INC COM 30212P303   16,413,962 187,374 SH   SOLE   187,374 0 0
EXPEDITORS INTERNATI COM 302130109   3,436,842 33,072 SH   SOLE   33,072 0 0
EXTRA SPACE STORAGE COM 30225T102   3,984,309 27,071 SH   SOLE   27,071 0 0
F5 NETWORKS INC COM 315616102   1,728,003 12,041 SH   SOLE   12,041 0 0
FACEBOOK INC A 30303M102   41,675,908 346,318 SH   SOLE   346,318 0 0
FACTSET RESEARCH SYS COM 303075105   3,080,490 7,678 SH   SOLE   7,678 0 0
FAIR ISAAC CORP COM 303250104   3,055,750 5,105 SH   SOLE   5,105 0 0
FASTENAL CO COM 311900104   7,409,696 156,587 SH   SOLE   156,587 0 0
FEDEX CORP COM 31428X106   1,820,505 10,511 SH   SOLE   10,511 0 0
FERGUSON PLC COM G3421J106   5,346,706 42,110 SH   SOLE   42,110 0 0
FIDELITY NATIONAL FI COM 31620R303   1,996,380 53,067 SH   SOLE   53,067 0 0
FIFTH THIRD BANCORP COM 316773100   6,814,440 207,694 SH   SOLE   207,694 0 0
FIRST CITIZENS BANCS A 31946M103   1,839,023 2,425 SH   SOLE   2,425 0 0
FIRST COMMUNITY BANC COM 695263103   927,616 40,419 SH   SOLE   40,419 0 0
FIRST HORIZON NATION COM 320517105   2,657,735 108,479 SH   SOLE   108,479 0 0
FIRST REPUBLIC BANK/ COM 33616C100   10,596,750 86,937 SH   SOLE   86,937 0 0
FIRST SOLAR INC COM 336433107   2,905,027 19,394 SH   SOLE   19,394 0 0
FISERV INC COM 337738108   25,941,636 256,670 SH   SOLE   256,670 0 0
FLEETCOR TECHNOLOGIE COM 339041105   3,768,195 20,515 SH   SOLE   20,515 0 0
FLEXTRONICS INTERNAT COM Y2573F102   1,053,857 49,108 SH   SOLE   49,108 0 0
FMC CORP COM 302491303   5,592,288 44,810 SH   SOLE   44,810 0 0
FOCUS FINANCIAL PART A 34417P100   925,563 24,834 SH   SOLE   24,834 0 0
FORD MOTOR CO COM 345370860   2,440,508 209,846 SH   SOLE   209,846 0 0
FORTINET INC COM 34959E109   4,343,192 88,836 SH   SOLE   88,836 0 0
FORTIVE CORP COM 34959J108   18,632,500 290,000 SH   SOLE   290,000 0 0
FORTUNE BRANDS HOME COM 34964C106   1,492,969 26,142 SH   SOLE   26,142 0 0
FPL GROUP INC COM 65339F101   77,782,944 930,418 SH   SOLE   930,418 0 0
FRANKLIN RESOURCES I COM 354613101   1,594,618 60,448 SH   SOLE   60,448 0 0
GAMING AND LEISURE P COM 36467J108   2,702,325 51,878 SH   SOLE   51,878 0 0
GARMIN LTD COM H2906T109   3,845,170 41,664 SH   SOLE   41,664 0 0
GARTNER INC COM 366651107   7,109,024 21,149 SH   SOLE   21,149 0 0
GENERAC HOLDINGS INC COM 368736104   1,769,602 17,580 SH   SOLE   17,580 0 0
GENERAL MILLS INC COM 370334104   2,314,343 27,601 SH   SOLE   27,601 0 0
GENERAL MOTORS CORP COM 37045V100   3,998,955 118,875 SH   SOLE   118,875 0 0
GENUINE PARTS CO COM 372460105   6,856,768 39,518 SH   SOLE   39,518 0 0
GILEAD SCIENCES INC COM 375558103   3,995,544 46,541 SH   SOLE   46,541 0 0
GLOBAL PAYMENTS INC COM 37940X102   11,376,708 114,546 SH   SOLE   114,546 0 0
GODADDY INC A 380237107   2,365,060 31,610 SH   SOLE   31,610 0 0
GOLDMAN SACHS GROUP COM 38141G104   8,104,111 23,601 SH   SOLE   23,601 0 0
GOOGLE INC C 02079K107   43,545,400 490,763 SH   SOLE   490,763 0 0
GOOGLE INC A 02079K305   136,196,768 1,543,656 SH   SOLE   1,543,656 0 0
GRAPHIC PACKAGING CO COM 388689101   552,022 24,810 SH   SOLE   24,810 0 0
GREATBATCH INC COM 45826H109   849,109 12,403 SH   SOLE   12,403 0 0
HALLIBURTON CO COM 406216101   8,201,366 208,421 SH   SOLE   208,421 0 0
HARTFORD FINANCIAL S COM 416515104   6,821,970 89,964 SH   SOLE   89,964 0 0
HASBRO INC COM 418056107   1,618,046 26,521 SH   SOLE   26,521 0 0
HCA INC COM 40412C101   3,273,774 13,643 SH   SOLE   13,643 0 0
HCP INC COM 42250P103   2,734,635 109,080 SH   SOLE   109,080 0 0
HDFC BANK LTD COM 40415F101   3,967,780 58,000 SH   SOLE   58,000 0 0
HEALTH CARE REIT INC COM 95040Q104   7,042,364 107,435 SH   SOLE   107,435 0 0
HEALTHCARE REALTY TR COM 42226K105   1,482,460 76,931 SH   SOLE   76,931 0 0
HENRY SCHEIN INC COM 806407102   2,197,702 27,516 SH   SOLE   27,516 0 0
HERSHEY FOODS CORP COM 427866108   1,543,877 6,667 SH   SOLE   6,667 0 0
HEWLETT PACKARD ENTE COM 42824C109   4,192,181 262,668 SH   SOLE   262,668 0 0
HEXCEL CORP COM 428291108   887,222 15,076 SH   SOLE   15,076 0 0
HF SINCLAIR CORP COM 403949100   1,706,039 32,878 SH   SOLE   32,878 0 0
HILTON WORLDWIDE HOL COM 43300A203   989,272 7,829 SH   SOLE   7,829 0 0
HOLOGIC INC COM 436440101   3,775,585 50,469 SH   SOLE   50,469 0 0
HOME DEPOT INC COM 437076102   55,832,677 176,764 SH   SOLE   176,764 0 0
HORIZON PHARMA INC COM G46188101   5,245,155 46,091 SH   SOLE   46,091 0 0
HOST MARRIOTT CORP COM 44107P104   3,769,952 234,888 SH   SOLE   234,888 0 0
HOWMET AEROSPACE INC COM 443201108   4,173,834 105,908 SH   SOLE   105,908 0 0
HUBBELL INC COM 443510607   2,546,512 10,851 SH   SOLE   10,851 0 0
HUBSPOT INC COM 443573100   2,666,356 9,222 SH   SOLE   9,222 0 0
HUMANA INC COM 444859102   15,477,357 30,218 SH   SOLE   30,218 0 0
HUNTINGTON BANCSHARE COM 446150104   4,972,844 352,684 SH   SOLE   352,684 0 0
HYATT HOTELS CORP A 448579102   913,183 10,096 SH   SOLE   10,096 0 0
IDEX CORP COM 45167R104   4,470,244 19,578 SH   SOLE   19,578 0 0
ILLINOIS TOOL WORKS COM 452308109   3,526,782 16,009 SH   SOLE   16,009 0 0
ILLUMINA INC COM 452327109   1,254,448 6,204 SH   SOLE   6,204 0 0
INC RESEARCH HOLDING A 87166B102   589,080 16,060 SH   SOLE   16,060 0 0
INCYTE CORP COM 45337C102   3,069,910 38,221 SH   SOLE   38,221 0 0
INGERSOLL-RAND CO COM 45687V106   5,705,961 109,205 SH   SOLE   109,205 0 0
INNOSPEC INC COM 45768S105   1,079,927 10,499 SH   SOLE   10,499 0 0
INSULET CORP COM 45784P101   4,130,291 14,030 SH   SOLE   14,030 0 0
INTEL CORP COM 458140100   2,935,527 111,068 SH   SOLE   111,068 0 0
INTERCONTINENTALEXCH COM 45866F104   7,544,981 73,545 SH   SOLE   73,545 0 0
INTERNATIONAL BUSINE COM 459200101   3,041,533 21,588 SH   SOLE   21,588 0 0
INTERNATIONAL FLAVOR COM 459506101   1,269,297 12,107 SH   SOLE   12,107 0 0
INTERNATIONAL PAPER COM 460146103   1,869,639 53,989 SH   SOLE   53,989 0 0
INTERPUBLIC GROUP OF COM 460690100   5,029,143 150,980 SH   SOLE   150,980 0 0
INTUIT INC COM 461202103   36,426,710 93,589 SH   SOLE   93,589 0 0
INTUITIVE SURGICAL I COM 46120E602   2,720,898 10,254 SH   SOLE   10,254 0 0
INVITATION HOMES INC COM 46187W107   3,657,220 123,388 SH   SOLE   123,388 0 0
IRON MOUNTAIN INC COM 46284V101   2,929,385 58,764 SH   SOLE   58,764 0 0
JACK HENRY & ASSOCIA COM 426281101   2,587,403 14,738 SH   SOLE   14,738 0 0
JAZZ PHARMACEUTICALS COM G50871105   2,018,617 12,671 SH   SOLE   12,671 0 0
JB HUNT TRANSPORT SE COM 445658107   2,927,330 16,789 SH   SOLE   16,789 0 0
JM SMUCKER CO/THE COM 832696405   3,413,386 21,541 SH   SOLE   21,541 0 0
JOHNSON & JOHNSON COM 478160104   77,521,969 438,845 SH   SOLE   438,845 0 0
JOHNSON CONTROLS INC COM G51502105   3,670,592 57,353 SH   SOLE   57,353 0 0
JPMORGAN CHASE & CO COM 46625H100   85,958,368 641,002 SH   SOLE   641,002 0 0
JUNIPER NETWORKS INC COM 48203R104   2,084,335 65,217 SH   SOLE   65,217 0 0
KELLOGG CO COM 487836108   3,673,633 51,567 SH   SOLE   51,567 0 0
KENNEDY-WILSON HOLDI COM 489398107   960,709 61,075 SH   SOLE   61,075 0 0
KEYCORP COM 493267108   4,139,497 237,629 SH   SOLE   237,629 0 0
KEYSIGHT TECHNOLOGIE COM 49338L103   27,811,192 162,572 SH   SOLE   162,572 0 0
KIMCO REALTY CORP COM 49446R109   2,648,135 125,030 SH   SOLE   125,030 0 0
KINDER MORGAN INC COM 49456B101   1,150,086 63,611 SH   SOLE   63,611 0 0
KKR & CO INC COM 48251W104   2,758,183 59,418 SH   SOLE   59,418 0 0
KLA-TENCOR CORP COM 482480100   17,823,716 47,274 SH   SOLE   47,274 0 0
KNIGHT TRANSPORTATIO A 499049104   1,617,162 30,856 SH   SOLE   30,856 0 0
KRAFT HEINZ CO/THE COM 500754106   1,763,068 43,308 SH   SOLE   43,308 0 0
KROGER CO/THE COM 501044101   1,290,546 28,949 SH   SOLE   28,949 0 0
LABORATORY CORP OF A COM 50540R409   4,303,397 18,275 SH   SOLE   18,275 0 0
LAMB WESTON HOLDINGS COM 513272104   2,598,231 29,076 SH   SOLE   29,076 0 0
LAS VEGAS SANDS CORP COM 517834107   1,522,040 31,663 SH   SOLE   31,663 0 0
LATTICE SEMICONDUCTO COM 518415104   955,552 14,728 SH   SOLE   14,728 0 0
LEAR CORP COM 521865204   1,488,488 12,002 SH   SOLE   12,002 0 0
LENNAR CORP A 526057104   5,136,418 56,756 SH   SOLE   56,756 0 0
LENNOX INTERNATIONAL COM 526107107   1,542,315 6,447 SH   SOLE   6,447 0 0
LIBERTY BROADBAND CO C 530307305   1,930,927 25,317 SH   SOLE   25,317 0 0
LIBERTY GLOBAL INC C G5480U120   10,609,440 546,034 SH   SOLE   546,034 0 0
LIBERTY MEDIA CORP COM 540424108   2,415,036 41,403 SH   SOLE   41,403 0 0
LIBERTY MEDIA INTERN A G5480U104   630,255 33,294 SH   SOLE   33,294 0 0
LIBERTY SIRIUSXM GRO COM 531229607   1,298,137 33,175 SH   SOLE   33,175 0 0
LINCOLN NATIONAL COR COM 534187109   1,004,298 32,692 SH   SOLE   32,692 0 0
LKQ CORP COM 501889208   2,814,493 52,696 SH   SOLE   52,696 0 0
LOWE'S COS INC COM 548661107   6,863,618 34,449 SH   SOLE   34,449 0 0
LPL INVESTMENT HOLDI COM 50212V100   3,485,957 16,126 SH   SOLE   16,126 0 0
LTD BRANDS COM 070830104   1,944,845 46,152 SH   SOLE   46,152 0 0
LULULEMON ATHLETICA COM 550021109   3,840,074 11,986 SH   SOLE   11,986 0 0
LYONDELLBASELL INDUS COM N53745100   1,159,098 13,960 SH   SOLE   13,960 0 0
M&T BANK CORP COM 55261F104   9,367,829 64,579 SH   SOLE   64,579 0 0
MARKEL CORP COM 570535104   3,602,017 2,734 SH   SOLE   2,734 0 0
MARKETAXESS HOLDINGS COM 57060D108   2,122,074 7,609 SH   SOLE   7,609 0 0
MARRIOTT INTERNATION A 571903202   4,185,446 28,111 SH   SOLE   28,111 0 0
MARSH & MCLENNAN COS COM 571748102   5,210,137 31,485 SH   SOLE   31,485 0 0
MARTIN MARIETTA MATE COM 573284106   7,033,155 20,810 SH   SOLE   20,810 0 0
MARVELL TECHNOLOGY G COM 573874104   1,370,480 37,000 SH   SOLE   37,000 0 0
MASCO CORP COM 574599106   2,127,685 45,590 SH   SOLE   45,590 0 0
MASIMO CORP COM 574795100   1,492,519 10,088 SH   SOLE   10,088 0 0
MASTERCARD INC A 57636Q104   55,678,875 160,121 SH   SOLE   160,121 0 0
MCCORMICK & CO INC COM 579780206   4,197,052 50,634 SH   SOLE   50,634 0 0
MCDONALD'S CORP COM 580135101   34,987,560 132,765 SH   SOLE   132,765 0 0
MCGRAW-HILL COS INC/ COM 78409V104   24,171,949 72,168 SH   SOLE   72,168 0 0
MCKESSON CORP COM 58155Q103   37,273,423 99,364 SH   SOLE   99,364 0 0
MEDICAL PROPERTIES T COM 58463J304   1,348,953 121,091 SH   SOLE   121,091 0 0
MEDTRONIC INC COM G5960L103   9,394,171 120,872 SH   SOLE   120,872 0 0
MERCADOLIBRE INC COM 58733R102   803,081 949 SH   SOLE   949 0 0
MERCK & CO INC COM 58933Y105   60,228,098 542,840 SH   SOLE   542,840 0 0
METLIFE INC COM 59156R108   21,296,175 294,268 SH   SOLE   294,268 0 0
METRO-GOLDWYN-MAYER COM 552953101   2,131,636 63,574 SH   SOLE   63,574 0 0
METROPCS COMMUNICATI COM 872590104   32,595,640 232,826 SH   SOLE   232,826 0 0
METTLER TOLEDO INTER COM 592688105   8,908,308 6,163 SH   SOLE   6,163 0 0
MICROCHIP TECHNOLOGY COM 595017104   31,671,720 450,843 SH   SOLE   450,843 0 0
MICRON TECHNOLOGY IN COM 595112103   2,982,806 59,680 SH   SOLE   59,680 0 0
MICROSOFT CORP COM 594918104   307,540,131 1,282,379 SH   SOLE   1,282,379 0 0
MID-AMERICA APARTMEN COM 59522J103   3,663,675 23,337 SH   SOLE   23,337 0 0
MODERNA INC COM 60770K107   2,266,445 12,618 SH   SOLE   12,618 0 0
MOHAWK INDUSTRIES IN COM 608190104   1,050,310 10,275 SH   SOLE   10,275 0 0
MOLINA HEALTHCARE IN COM 60855R100   3,878,764 11,746 SH   SOLE   11,746 0 0
MONDELEZ INTERNATION A 609207105   9,105,123 136,611 SH   SOLE   136,611 0 0
MONGODB INC A 60937P106   8,615,686 43,770 SH   SOLE   43,770 0 0
MONOLITHIC POWER SYS COM 609839105   3,177,539 8,986 SH   SOLE   8,986 0 0
MONSTER WORLDWIDE IN COM 61174X109   1,109,418 10,927 SH   SOLE   10,927 0 0
MOODY'S CORP COM 615369105   5,474,325 19,648 SH   SOLE   19,648 0 0
MORGAN STANLEY COM 617446448   48,846,965 574,535 SH   SOLE   574,535 0 0
MOSAIC CO/THE COM 61945C103   3,062,038 69,798 SH   SOLE   69,798 0 0
MSCI INC COM 55354G100   1,208,976 2,599 SH   SOLE   2,599 0 0
NASDAQ STOCK MARKET COM 631103108   5,310,149 86,555 SH   SOLE   86,555 0 0
NEOGEN CORP COM 640491106   847,062 55,618 SH   SOLE   55,618 0 0
NETFLIX INC COM 64110L106   24,242,084 82,210 SH   SOLE   82,210 0 0
NETWORK APPLIANCE IN COM 64110D104   2,667,925 44,421 SH   SOLE   44,421 0 0
NEUROCRINE BIOSCIENC COM 64125C109   2,309,252 19,334 SH   SOLE   19,334 0 0
NEWELL RUBBERMAID IN COM 651229106   1,708,195 130,596 SH   SOLE   130,596 0 0
NEWMONT MINING CORP COM 651639106   1,598,900 33,875 SH   SOLE   33,875 0 0
NEWS CORP CLASS A A 65249B109   1,418,708 77,951 SH   SOLE   77,951 0 0
NIKE INC B 654106103   20,692,165 176,841 SH   SOLE   176,841 0 0
NORDSON CORP COM 655663102   2,474,427 10,409 SH   SOLE   10,409 0 0
NORFOLK SOUTHERN COR COM 655844108   5,691,809 23,098 SH   SOLE   23,098 0 0
NORTHERN TRUST CORP COM 665859104   1,001,795 11,321 SH   SOLE   11,321 0 0
NORTONLIFELOCK INC COM 668771108   2,593,758 121,034 SH   SOLE   121,034 0 0
NUCOR CORP COM 670346105   2,125,699 16,127 SH   SOLE   16,127 0 0
NVIDIA CORP COM 67066G104   34,292,335 234,654 SH   SOLE   234,654 0 0
NVR INC COM 62944T105   2,910,537 631 SH   SOLE   631 0 0
NXP SEMICONDUCTOR NV COM N6596X109   38,745,795 245,180 SH   SOLE   245,180 0 0
O'REILLY AUTOMOTIVE COM 67103H107   3,544,926 4,200 SH   SOLE   4,200 0 0
OKTA INC A 679295105   2,083,108 30,486 SH   SOLE   30,486 0 0
OLD DOMINION FREIGHT COM 679580100   6,509,629 22,939 SH   SOLE   22,939 0 0
OMNICOM GROUP COM 681919106   23,547,138 288,674 SH   SOLE   288,674 0 0
ON SEMICONDUCTOR COR COM 682189105   29,452,673 472,225 SH   SOLE   472,225 0 0
ONEOK INC COM 682680103   5,935,075 90,336 SH   SOLE   90,336 0 0
ORACLE CORP COM 68389X105   35,005,481 428,254 SH   SOLE   428,254 0 0
ORGANON & CO COM 68622V106   698,250 25,000 SH   SOLE   25,000 0 0
OTIS WORLDWIDE CORP COM 68902V107   1,515,376 19,351 SH   SOLE   19,351 0 0
OWENS CORNING INC COM 690742101   2,465,255 28,901 SH   SOLE   28,901 0 0
PACCAR INC COM 693718108   2,315,898 23,400 SH   SOLE   23,400 0 0
PACKAGING CORP OF AM COM 695156109   2,423,894 18,950 SH   SOLE   18,950 0 0
PALO ALTO NETWORKS I COM 697435105   8,193,230 58,716 SH   SOLE   58,716 0 0
PARAMETRIC TECHNOLOG COM 69370C100   2,708,102 22,560 SH   SOLE   22,560 0 0
PARKER HANNIFIN CORP COM 701094104   4,295,742 14,762 SH   SOLE   14,762 0 0
PAYCOM SOFTWARE INC COM 70432V102   3,200,847 10,315 SH   SOLE   10,315 0 0
PAYLOCITY HOLDING CO COM 70438V106   1,628,093 8,381 SH   SOLE   8,381 0 0
PAYPAL HOLDINGS INC COM 70450Y103   22,207,891 311,821 SH   SOLE   311,821 0 0
PENTAIR INC COM 46137V845   1,495,405 33,246 SH   SOLE   33,246 0 0
PEPSICO INC COM 713448108   80,675,710 446,561 SH   SOLE   446,561 0 0
PERKINELMER INC COM 714046109   3,577,993 25,517 SH   SOLE   25,517 0 0
PFIZER INC COM 717081103   49,172,209 959,645 SH   SOLE   959,645 0 0
PG&E CORP COM 69331C108   4,900,178 301,364 SH   SOLE   301,364 0 0
PIEDMONT OFFICE REAL A 720190206   917,660 100,072 SH   SOLE   100,072 0 0
PINTEREST INC A 72352L106   2,860,960 117,832 SH   SOLE   117,832 0 0
PNC FINANCIAL SERVIC COM 693475105   9,332,832 59,091 SH   SOLE   59,091 0 0
POOL CORP COM 73278L105   2,419,849 8,004 SH   SOLE   8,004 0 0
PPG INDUSTRIES INC COM 693506107   1,726,787 13,733 SH   SOLE   13,733 0 0
PRICELINE.COM INC COM 09857L108   33,764,001 16,754 SH   SOLE   16,754 0 0
PRINCIPAL FINANCIAL COM 74251V102   6,271,257 74,729 SH   SOLE   74,729 0 0
PROCTER & GAMBLE CO COM 742718109   73,773,345 486,760 SH   SOLE   486,760 0 0
PROGRESSIVE CORP/THE COM 743315103   24,990,706 192,666 SH   SOLE   192,666 0 0
PROLOGIS COM 74340W103   6,343,204 56,269 SH   SOLE   56,269 0 0
PRUDENTIAL FINANCIAL COM 744320102   3,933,046 39,544 SH   SOLE   39,544 0 0
PUBLIC STORAGE INC COM 74460D109   1,530,117 5,461 SH   SOLE   5,461 0 0
PULTE HOMES INC COM 745867101   2,130,758 46,799 SH   SOLE   46,799 0 0
QUALCOMM INC COM 747525103   23,402,048 212,862 SH   SOLE   212,862 0 0
QUANTA SERVICES INC COM 74762E102   5,140,260 36,072 SH   SOLE   36,072 0 0
QUEST DIAGNOSTICS COM 74834L100   3,687,760 23,573 SH   SOLE   23,573 0 0
QUIDEL CORP COM 219798105   548,288 6,400 SH   SOLE   6,400 0 0
QWEST COMMUNICATIONS COM 46266C105   6,567,134 32,052 SH   SOLE   32,052 0 0
RAYMOND JAMES FINANC COM 754730109   4,195,785 39,268 SH   SOLE   39,268 0 0
REALTY INCOME CORP COM 756109104   1,744,515 27,503 SH   SOLE   27,503 0 0
REGAL-BELOIT CORP COM 758750103   873,214 7,278 SH   SOLE   7,278 0 0
REGENCY CENTERS CORP COM 758849103   3,207,562 51,321 SH   SOLE   51,321 0 0
REGENERON PHARMACEUT COM 75886F107   20,092,775 27,849 SH   SOLE   27,849 0 0
REGIONS FINANCIAL CO COM 7591EP100   4,072,554 188,894 SH   SOLE   188,894 0 0
REPUBLIC SERVICES IN COM 760759100   4,431,709 34,357 SH   SOLE   34,357 0 0
ROBERT HALF INTERNAT COM 770323103   2,182,119 29,556 SH   SOLE   29,556 0 0
ROBLOX CORP A 771049103   3,401,311 119,512 SH   SOLE   119,512 0 0
ROCKWELL AUTOMATION COM 773903109   1,794,490 6,967 SH   SOLE   6,967 0 0
ROLLINS INC COM 775711104   2,499,847 68,414 SH   SOLE   68,414 0 0
ROPER INDUSTRIES INC COM 776696106   4,296,702 9,944 SH   SOLE   9,944 0 0
ROSS STORES INC COM 778296103   1,893,914 16,317 SH   SOLE   16,317 0 0
ROYAL CARIBBEAN CRUI COM V7780T103   2,293,848 46,406 SH   SOLE   46,406 0 0
ROYALTY PHARMA PLC A G7709Q104   2,793,905 70,696 SH   SOLE   70,696 0 0
SALESFORCE.COM INC COM 79466L302   24,641,321 185,846 SH   SOLE   185,846 0 0
SBA COMMUNICATIONS C A 78410G104   1,351,935 4,823 SH   SOLE   4,823 0 0
SCHLUMBERGER LTD COM 806857108   1,313,031 24,561 SH   SOLE   24,561 0 0
SEAGATE TECHNOLOGY COM G7997R103   2,109,187 40,091 SH   SOLE   40,091 0 0
SEALED AIR CORP COM 81211K100   1,464,377 29,358 SH   SOLE   29,358 0 0
SEI INVESTMENTS CO COM 784117103   1,357,282 23,281 SH   SOLE   23,281 0 0
SEMPRA ENERGY COM 816851109   2,750,657 17,799 SH   SOLE   17,799 0 0
SHERWIN-WILLIAMS CO/ COM 824348106   5,433,670 22,895 SH   SOLE   22,895 0 0
SIGNATURE BANK/NEW Y COM 82669G104   1,465,828 12,722 SH   SOLE   12,722 0 0
SIMON PROPERTY GROUP COM 828806109   1,731,890 14,742 SH   SOLE   14,742 0 0
SITEONE LANDSCAPE SU COM 82982L103   924,129 7,877 SH   SOLE   7,877 0 0
SKYWORKS SOLUTIONS I COM 83088M102   2,955,801 32,435 SH   SOLE   32,435 0 0
SNAP-ON INC COM 833034101   2,460,608 10,769 SH   SOLE   10,769 0 0
SPDR TRUST SERIES 1 COM 78462F103   276,990,989 724,292 SH   SOLE   724,292 0 0
SPLUNK INC COM 848637104   2,831,586 32,891 SH   SOLE   32,891 0 0
SS&C TECHNOLOGIES IN COM 78467J100   3,269,680 62,806 SH   SOLE   62,806 0 0
STANLEY WORKS/THE COM 854502101   2,244,735 29,882 SH   SOLE   29,882 0 0
STARBUCKS CORP COM 855244109   6,246,921 62,973 SH   SOLE   62,973 0 0
STATE STREET CORP COM 857477103   1,344,288 17,330 SH   SOLE   17,330 0 0
STEEL DYNAMICS INC COM 858119100   3,606,693 36,916 SH   SOLE   36,916 0 0
STRYKER CORP COM 863667101   15,743,933 64,395 SH   SOLE   64,395 0 0
SUN COMMUNITIES INC COM 866674104   3,564,990 24,930 SH   SOLE   24,930 0 0
SVB FINANCIAL GROUP COM 78486Q101   2,748,792 11,944 SH   SOLE   11,944 0 0
SYNCHRONY FINANCIAL COM 87165B103   3,200,268 97,391 SH   SOLE   97,391 0 0
SYNOPSYS INC COM 871607107   19,548,210 61,224 SH   SOLE   61,224 0 0
SYNOVUS FINANCIAL CO COM 87161C501   1,415,897 37,707 SH   SOLE   37,707 0 0
SYSCO CORP COM 871829107   3,072,907 40,195 SH   SOLE   40,195 0 0
TAKE-TWO INTERACTIVE COM 874054109   6,853,836 65,820 SH   SOLE   65,820 0 0
TARGA RESOURCES CORP COM 87612G101   3,197,985 43,510 SH   SOLE   43,510 0 0
TARGET CORP COM 87612E106   18,807,804 126,193 SH   SOLE   126,193 0 0
TECHNE CORP COM 09073M104   2,627,876 31,707 SH   SOLE   31,707 0 0
TELEDYNE TECHNOLOGIE COM 879360105   3,788,747 9,474 SH   SOLE   9,474 0 0
TELEFLEX INC COM 879369106   2,366,991 9,482 SH   SOLE   9,482 0 0
TERADYNE INC COM 880770102   2,768,470 31,694 SH   SOLE   31,694 0 0
TEREX CORP COM 880779103   1,079,662 25,273 SH   SOLE   25,273 0 0
TESLA MOTORS INC COM 88160R101   24,066,292 195,375 SH   SOLE   195,375 0 0
TETRA TECH INC COM 88162G103   948,961 6,536 SH   SOLE   6,536 0 0
TEXAS INSTRUMENTS IN COM 882508104   5,924,623 35,859 SH   SOLE   35,859 0 0
TEXAS PACIFIC LAND C COM 88262P102   2,927,943 1,249 SH   SOLE   1,249 0 0
THERMO ELECTRON CORP COM 883556102   46,134,605 83,776 SH   SOLE   83,776 0 0
TJX COS INC COM 872540109   30,128,042 378,493 SH   SOLE   378,493 0 0
TOAST INC A 888787108   897,912 49,801 SH   SOLE   49,801 0 0
TORCHMARK CORP COM 37959E102   2,255,852 18,713 SH   SOLE   18,713 0 0
TRACTOR SUPPLY CO COM 892356106   5,048,101 22,439 SH   SOLE   22,439 0 0
TRADE DESK INC/THE A 88339J105   4,024,030 89,762 SH   SOLE   89,762 0 0
TRANE TECHNOLOGIES P COM G8994E103   5,190,451 30,879 SH   SOLE   30,879 0 0
TRANSACTION SYSTEMS COM 004498101   1,093,029 47,523 SH   SOLE   47,523 0 0
TRAVEL PLUS LEISURE CO COM 894164102   764,436 21,001 SH   SOLE   21,001 0 0
TRIMBLE NAVIGATION L COM 896239100   3,537,733 69,971 SH   SOLE   69,971 0 0
TSMC COM 874039100   6,230,567 83,643 SH   SOLE   83,643 0 0
TYCO ELECTRONICS LTD COM H84989104   18,354,338 159,881 SH   SOLE   159,881 0 0
TYLER TECHNOLOGIES I COM 902252105   2,710,178 8,406 SH   SOLE   8,406 0 0
TYSON FOODS INC A 902494103   1,801,950 28,947 SH   SOLE   28,947 0 0
UBER TECHNOLOGIES IN COM 90353T100   1,475,169 59,651 SH   SOLE   59,651 0 0
UDR INC COM 902653104   3,564,050 92,023 SH   SOLE   92,023 0 0
UGI CORP COM 902681105   3,236,618 87,311 SH   SOLE   87,311 0 0
ULTA SALON COSMETICS COM 90384S303   4,856,750 10,354 SH   SOLE   10,354 0 0
UNION PACIFIC CORP COM 907818108   28,028,166 135,356 SH   SOLE   135,356 0 0
UNITED PARCEL SERVIC B 911312106   7,642,527 43,963 SH   SOLE   43,963 0 0
UNITED RENTALS INC COM 911363109   8,931,704 25,130 SH   SOLE   25,130 0 0
UNITEDHEALTH GROUP I COM 91324P102   116,058,522 218,904 SH   SOLE   218,904 0 0
UNITY SOFTWARE INC COM 91332U101   1,429,671 50,006 SH   SOLE   50,006 0 0
UNIVERSAL HEALTH SER B 913903100   1,871,864 13,286 SH   SOLE   13,286 0 0
US BANCORP COM 902973304   2,218,920 50,881 SH   SOLE   50,881 0 0
US FOODS HOLDING COR COM 912008109   1,100,206 32,340 SH   SOLE   32,340 0 0
VAIL RESORTS INC COM 91879Q109   2,796,083 11,731 SH   SOLE   11,731 0 0
WALGREEN CO COM 931427108   1,353,515 36,229 SH   SOLE   36,229 0 0
WALT DISNEY CO COM 254687106   7,009,478 80,680 SH   SOLE   80,680 0 0
WASTE MANAGEMENT INC COM 94106L109   7,297,430 46,516 SH   SOLE   46,516 0 0
WATERS CORP COM 941848103   4,146,588 12,104 SH   SOLE   12,104 0 0
WEBSTER FINANCIAL CO COM 947890109   5,583,563 117,946 SH   SOLE   117,946 0 0
WELLS FARGO & CO COM 949746101   44,056,677 1,067,006 SH   SOLE   1,067,006 0 0
VENTAS INC COM 92276F100   3,640,220 80,804 SH   SOLE   80,804 0 0
VERISK ANALYTICS INC COM 92345Y106   1,299,686 7,367 SH   SOLE   7,367 0 0
VERIZON COMMUNICATIO COM 92343V104   9,101,124 230,993 SH   SOLE   230,993 0 0
VERTEX PHARMACEUTICA COM 92532F100   17,923,708 62,067 SH   SOLE   62,067 0 0
WEST PHARMACEUTICAL COM 955306105   4,291,371 18,234 SH   SOLE   18,234 0 0
WESTERN DIGITAL CORP COM 958102105   2,005,854 63,577 SH   SOLE   63,577 0 0
WESTERN UNION CO/THE COM 959802109   1,073,825 77,983 SH   SOLE   77,983 0 0
WESTINGHOUSE AIR BRA COM 929740108   4,778,204 47,873 SH   SOLE   47,873 0 0
WESTROCK CO COM 96145D105   2,708,234 77,026 SH   SOLE   77,026 0 0
WEYERHAEUSER CO COM 962166104   1,325,746 42,766 SH   SOLE   42,766 0 0
VF CORP COM 918204108   2,333,873 84,530 SH   SOLE   84,530 0 0
WHIRLPOOL CORP COM 963320106   1,740,948 12,307 SH   SOLE   12,307 0 0
VIATRIS INC COM 92556V106   3,863,979 347,168 SH   SOLE   347,168 0 0
VICI PROPERTIES INC COM 925652109   7,457,670 230,175 SH   SOLE   230,175 0 0
WILLIAMS-SONOMA INC COM 969904101   598,848 5,211 SH   SOLE   5,211 0 0
WINTRUST FINANCIAL C COM 97650W108   715,039 8,460 SH   SOLE   8,460 0 0
VISA INC A 92826C839   64,776,451 311,785 SH   SOLE   311,785 0 0
WOODWARD GOVERNOR CO COM 980745103   1,117,101 11,563 SH   SOLE   11,563 0 0
VORNADO REALTY TRUST COM 929042109   867,131 41,669 SH   SOLE   41,669 0 0
WR BERKLEY CORP COM 084423102   3,113,325 42,901 SH   SOLE   42,901 0 0
VULCAN MATERIALS CO COM 929160109   5,985,960 34,184 SH   SOLE   34,184 0 0
WW GRAINGER INC COM 384802104   25,669,825 46,148 SH   SOLE   46,148 0 0
WYNN RESORTS LTD COM 983134107   1,801,227 21,841 SH   SOLE   21,841 0 0
XYLEM INC/NY COM 98419M100   5,656,540 51,158 SH   SOLE   51,158 0 0
YUM! BRANDS INC COM 988498101   937,033 7,316 SH   SOLE   7,316 0 0
ZEBRA TECHNOLOGIES C A 989207105   3,950,252 15,406 SH   SOLE   15,406 0 0
ZILLOW INC COM 98954M200   1,031,267 32,017 SH   SOLE   32,017 0 0
ZIMMER HOLDINGS INC COM 98956P102   1,189,702 9,331 SH   SOLE   9,331 0 0
ZOETIS INC A 98978V103   5,601,727 38,224 SH   SOLE   38,224 0 0
ZOOMINFO TECHNOLOGIE COM 98980F104   1,596,221 53,013 SH   SOLE   53,013 0 0
ZSCALER INC COM 98980G102   7,520,463 67,207 SH   SOLE   67,207 0 0