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
Netflix Inc common 64110L106   40,026,733 106,003 SH   OTR 1 0 106,003 0
Verizon Communications Inc common 92343V104   34,061,095 1,050,944 SH   OTR 1 0 1,050,944 0
Johnson & Johnson common 478160104   208,374,966 1,337,881 SH   OTR 1 0 1,337,881 0
American Express Co common 025816109   18,606,678 124,718 SH   OTR 1 0 124,718 0
Costco Wholesale Corp common 22160K105   55,358,736 97,987 SH   OTR 1 0 97,987 0
Merck & Co Inc common 58933Y105   74,158,179 720,332 SH   OTR 1 0 720,332 0
Bristol-Myers Squibb Co common 110122108   32,392,995 558,115 SH   OTR 1 0 558,115 0
Walt Disney Co/The common 254687106   30,946,268 381,817 SH   OTR 1 0 381,817 0
AT&T Inc common 00206R102   20,821,896 1,386,278 SH   OTR 1 0 1,386,278 0
Royal Caribbean Cruises Ltd common 000886286   3,467,136 37,629 SH   OTR 1 0 37,629 0
AbbVie Inc common 00287Y109   62,131,487 416,822 SH   OTR 1 0 416,822 0
Nxp Semiconductors Nv common 000953878   18,910,033 94,588 SH   OTR 1 0 94,588 0
Ads-Tec Energy Plc common 000DU292E   2,094,951 298,426 SH   OTR 1 0 298,426 0
Hannon Armstrong Sustainable Infrastr Cap Inc common 41068X100   315,350 14,875 SH   OTR 1 0 14,875 0
Essential Utilities Inc common 29670G102   3,043,457 88,653 SH   OTR 1 0 88,653 0
Sunrun Inc common 86771W105   60,100,065 4,785,037 SH   OTR 1 0 4,785,037 0
Qualcomm Inc common 747525103   100,893,234 908,457 SH   OTR 1 0 908,457 0
Activision Blizzard Inc common 00507V109   127,496,346 1,361,704 SH   OTR 1 0 1,361,704 0
Take-Two Interactive Software Inc common 874054109   270,388,894 1,925,984 SH   OTR 1 0 1,925,984 0
PTC Inc common 69370C100   182,782,926 1,290,111 SH   OTR 1 0 1,290,111 0
Danaher Corp common 235851102   72,406,496 291,844 SH   OTR 1 0 291,844 0
Amphenol Corp common 032095101   66,196,215 788,144 SH   OTR 1 0 788,144 0
IQVIA Holdings Inc common 46266C105   31,913,834 162,205 SH   OTR 1 0 162,205 0
Incyte Corp common 45337C102   6,463,712 111,887 SH   OTR 1 0 111,887 0
Crowdstrike Holdings Inc common 22788C105   8,344,563 49,854 SH   OTR 1 0 49,854 0
United Parcel Service Inc common 911312106   27,020,844 173,355 SH   OTR 1 0 173,355 0
Airbnb Inc common 009066101   13,559,504 98,823 SH   OTR 1 0 98,823 0
Parker-Hannifin Corp common 701094104   13,252,249 34,022 SH   OTR 1 0 34,022 0
Cognex Corp common 192422103   1,449,750 34,160 SH   OTR 1 0 34,160 0
Emerson Electric Co common 291011104   67,246,423 696,349 SH   OTR 1 0 696,349 0
Uber Technologies Inc common 90353T100   18,307,101 398,067 SH   OTR 1 0 398,067 0
Old Dominion Freight Line Inc common 679580100   12,457,495 30,448 SH   OTR 1 0 30,448 0
Cigna Corp common 125523100   37,104,709 129,705 SH   OTR 1 0 129,705 0
LKQ Corp common 501889208   4,856,139 98,084 SH   OTR 1 0 98,084 0
Cme Group Inc common 12572Q105   14,628,073 73,060 SH   OTR 1 0 73,060 0
Target Corp common 87612E106   14,862,156 134,414 SH   OTR 1 0 134,414 0
DuPont De Nemours Inc common 26614N102   7,077,696 94,888 SH   OTR 1 0 94,888 0
Copart Inc common 217204106   7,836,261 181,858 SH   OTR 1 0 181,858 0
Westinghouse Air Brake Technologies Corp common 929740108   6,695,223 63,002 SH   OTR 1 0 63,002 0
Bank Of New York Mellon Corp/The common 064058100   9,336,469 218,909 SH   OTR 1 0 218,909 0
Seagate Technology Holdings Plc common 00BKVD2N4   2,189,210 33,195 SH   OTR 1 0 33,195 0
Becton Dickinson And Co common 075887109   17,205,947 66,553 SH   OTR 1 0 66,553 0
Roku Inc common 77543R102   1,432,977 20,300 SH   OTR 1 0 20,300 0
Intuit Inc common 461202103   45,640,737 89,327 SH   OTR 1 0 89,327 0
Extra Space Storage Inc common 30225T102   4,212,625 34,649 SH   OTR 1 0 34,649 0
Catalent Inc common 148806102   5,705,820 125,320 SH   OTR 1 0 125,320 0
Healthpeak Properties INC common 42250P103   3,434,367 187,057 SH   OTR 1 0 187,057 0
CF Industries Holdings Inc common 125269100   5,101,959 59,505 SH   OTR 1 0 59,505 0
Public Storage common 74460D109   8,260,825 31,348 SH   OTR 1 0 31,348 0
Heico Corp common 422806109   1,874,664 11,577 SH   OTR 1 0 11,577 0
Stryker Corp common 863667101   19,749,223 72,270 SH   OTR 1 0 72,270 0
Fortinet Inc common 34959E109   16,177,959 275,698 SH   OTR 1 0 275,698 0
Microchip Technology Inc common 595017104   6,713,783 86,019 SH   OTR 1 0 86,019 0
Halliburton Co common 406216101   7,144,605 176,410 SH   OTR 1 0 176,410 0
Hershey Co/The common 427866108   6,714,485 33,559 SH   OTR 1 0 33,559 0
Tractor Supply Co common 892356106   3,971,252 19,558 SH   OTR 1 0 19,558 0
Qorvo Inc common 74736K101   1,900,521 19,907 SH   OTR 1 0 19,907 0
Starbucks Corp common 855244109   20,043,896 219,611 SH   OTR 1 0 219,611 0
Fifth Third Bancorp common 316773100   3,758,921 148,398 SH   OTR 1 0 148,398 0
Dentsply Sirona Inc common 24906P109   2,880,269 84,317 SH   OTR 1 0 84,317 0
Metlife Inc common 59156R108   14,988,622 238,255 SH   OTR 1 0 238,255 0
Marathon Oil Corp common 565849106   8,544,940 319,437 SH   OTR 1 0 319,437 0
CarMax Inc common 143130102   2,154,577 30,462 SH   OTR 1 0 30,462 0
Albemarle Corp common 012653101   5,715,895 33,615 SH   OTR 1 0 33,615 0
Trimble Inc common 896239100   3,021,115 56,092 SH   OTR 1 0 56,092 0
Medtronic Plc common 00BTN1Y11   75,234,768 960,117 SH   OTR 1 0 960,117 0
Boston Properties Inc common 101121101   2,591,127 43,563 SH   OTR 1 0 43,563 0
Allegion PLC common 00BFRT3W7   2,835,907 27,216 SH   OTR 1 0 27,216 0
IDEXX Laboratories Inc common 45168D104   9,645,302 22,058 SH   OTR 1 0 22,058 0
Campbell Soup Co common 134429109   2,779,843 67,669 SH   OTR 1 0 67,669 0
Equity Lifestyle Properties Inc common 29472R108   1,618,234 25,400 SH   OTR 1 0 25,400 0
Howmet Aerospace Inc common 443201108   3,713,089 80,283 SH   OTR 1 0 80,283 0
CBOE Global Markets Inc common 12503M108   2,741,023 17,519 SH   OTR 1 0 17,519 0
Dover Corp common 260003108   4,090,573 29,321 SH   OTR 1 0 29,321 0
Raymond James Financial Inc common 754730109   3,057,692 30,446 SH   OTR 1 0 30,446 0
Eastman Chemical Co common 277432100   2,094,686 27,303 SH   OTR 1 0 27,303 0
Neurocrine Biosciences Inc common 64125C109   9,003,600 80,032 SH   OTR 1 0 80,032 0
Kellogg Co common 487836108   3,562,566 59,865 SH   OTR 1 0 59,865 0
Knight-Swift Transportation Holdings Inc common 499049104   1,911,116 38,108 SH   OTR 1 0 38,108 0
Ally Financial Inc common 02005N100   1,321,941 49,548 SH   OTR 1 0 49,548 0
Southwest Airlines Co common 844741108   651,602 24,071 SH   OTR 1 0 24,071 0
Alkermes Plc common 00B56GVS1   416,556 14,877 SH   OTR 1 0 14,877 0
Ultragenyx Pharmaceutical Inc common 90400D108   451,828 12,674 SH   OTR 1 0 12,674 0
Xenon Pharmaceuticals Inc common 98420N105   4,159,663 121,770 SH   OTR 1 0 121,770 0
Lattice Semiconductor Corp common 518415104   1,505,236 17,517 SH   OTR 1 0 17,517 0
Axon Enterprise Inc common 05464C101   2,842,174 14,283 SH   OTR 1 0 14,283 0
Robinhood Markets Inc common 770700102   545,171 55,573 SH   OTR 1 0 55,573 0
ICON Plc common 000571120   3,769,595 15,308 SH   OTR 1 0 15,308 0
East West Bancorp Inc common 27579R104   5,671,069 107,590 SH   OTR 1 0 107,590 0
Amicus Therapeutics Inc common 03152W109   295,075 24,286 SH   OTR 1 0 24,286 0
Enovix Corp common 293594107   790,399 62,980 SH   OTR 1 0 62,980 0
Schrodinger Inc common 80810D103   404,007 14,291 SH   OTR 1 0 14,291 0
Ke Holdings Inc common 482497104   546,490 35,212 SH   OTR 1 0 35,212 0
VMware Inc common 928563402   1,843,600 11,074 SH   OTR 1 0 11,074 0
NextEra Energy Inc common 65339F101   44,702,814 780,290 SH   OTR 1 0 780,290 0
Thermo Fisher Scientific Inc common 883556102   127,429,310 251,752 SH   OTR 1 0 251,752 0
AST SpaceMobile Inc common 00217D100   1,552,634 408,588 SH   OTR 1 0 408,588 0
Scorpio Tankers Inc common Y7542C130   5,166,492 95,446 SH   OTR 1 0 95,446 0
Pfizer Inc common 717081103   101,953,866 3,073,677 SH   OTR 1 0 3,073,677 0
PayPal Holdings Inc common 70450Y103   19,887,858 340,196 SH   OTR 1 0 340,196 0
Alphabet Inc - C common 02079K107   183,032,720 1,388,189 SH   OTR 1 0 1,388,189 0
PepsiCo Inc common 713448108   94,825,232 559,639 SH   OTR 1 0 559,639 0
Amazon.Com Inc common 023135106   362,447,214 2,851,221 SH   OTR 1 0 2,851,221 0
Microsoft Corp common 594918104   1,510,547,369 4,783,998 SH   OTR 1 0 4,783,998 0
GE HealthCare Technologies Inc common 36266G107   5,396,320 79,311 SH   OTR 1 0 79,311 0
Trip.com Group Ltd common 89677Q107   32,825,500 938,676 SH   OTR 1 0 938,676 0
Yum China Holdings Inc common 98850P109   12,572,215 225,632 SH   OTR 1 0 225,632 0
Deere & Co common 244199105   52,756,592 139,797 SH   OTR 1 0 139,797 0
Roper Technologies Inc common 776696106   8,537,548 17,629 SH   OTR 1 0 17,629 0
Intel Corp common 458140100   87,650,551 2,465,557 SH   OTR 1 0 2,465,557 0
Peloton Interactive Inc common 70614W100   32,152,057 6,366,744 SH   OTR 1 0 6,366,744 0
Cisco Systems Inc common 17275R102   180,300,127 3,353,797 SH   OTR 1 0 3,353,797 0
Arista Networks Inc common 040413106   31,104,770 169,112 SH   OTR 1 0 169,112 0
TopBuild Corp common 89055F103   9,481,043 37,683 SH   OTR 1 0 37,683 0
Booz Allen Hamilton Holding Corp common 099502106   15,456,897 141,456 SH   OTR 1 0 141,456 0
Mcdonald's Corp common 580135101   51,234,338 194,482 SH   OTR 1 0 194,482 0
Hdfc Bank Ltd-Adr common 40415F101   17,745,310 300,717 SH   OTR 1 0 300,717 0
Apollo Global Management Inc common 03769M106   15,637,269 174,212 SH   OTR 1 0 174,212 0
Canadian Solar Inc common 136635109   16,059,994 652,580 SH   OTR 1 0 652,580 0
Consolidated Edison Inc common 209115104   6,220,511 72,729 SH   OTR 1 0 72,729 0
Regeneron Pharmaceuticals Inc common 75886F107   25,315,073 30,761 SH   OTR 1 0 30,761 0
Automatic Data Processing Inc common 053015103   34,865,575 144,923 SH   OTR 1 0 144,923 0
Waste Management Inc common 94106L109   18,213,379 119,479 SH   OTR 1 0 119,479 0
Gilead Sciences Inc common 375558103   23,256,055 310,329 SH   OTR 1 0 310,329 0
Msci Inc common 55354G100   7,530,988 14,678 SH   OTR 1 0 14,678 0
UDR Inc common 902653104   2,246,104 62,969 SH   OTR 1 0 62,969 0
Ingersoll Rand Inc common 45687V106   9,151,658 143,623 SH   OTR 1 0 143,623 0
Zebra Technologies Corp common 989207105   4,873,464 20,604 SH   OTR 1 0 20,604 0
Trade Desk Inc common 88339J105   6,397,437 81,861 SH   OTR 1 0 81,861 0
Celanese Corp common 150870103   3,562,132 28,379 SH   OTR 1 0 28,379 0
Jack Henry & Associates Inc common 426281101   2,085,127 13,796 SH   OTR 1 0 13,796 0
Newmont Corp common 651639106   7,663,984 207,415 SH   OTR 1 0 207,415 0
Robert Half International Inc common 770323103   3,068,307 41,871 SH   OTR 1 0 41,871 0
International Paper Co common 460146103   3,293,709 92,859 SH   OTR 1 0 92,859 0
Zoom Video Communications Inc common 98980L101   4,253,191 60,812 SH   OTR 1 0 60,812 0
Warner Bros Discovery Inc common 934423104   4,389,319 404,173 SH   OTR 1 0 404,173 0
Goldman Sachs Group Inc/The common 38141G104   35,957,687 111,128 SH   OTR 1 0 111,128 0
EQT Corp common 26884L109   5,384,844 132,697 SH   OTR 1 0 132,697 0
Coterra Energy Inc common 127097103   3,514,688 129,933 SH   OTR 1 0 129,933 0
Archer-Daniels-Midland Co common 039483102   9,894,274 131,189 SH   OTR 1 0 131,189 0
Prudential Financial Inc common 744320102   8,904,098 93,836 SH   OTR 1 0 93,836 0
Liberty Media Corp-Liberty Siriusxm - C common 531229789   640,039 25,139 SH   OTR 1 0 25,139 0
International Flavors & Fragrances Inc common 459506101   26,061,936 382,308 SH   OTR 1 0 382,308 0
Sempra Energy common 816851109   8,287,211 121,817 SH   OTR 1 0 121,817 0
Ceridian HCM Holding Inc common 15677J108   1,896,000 27,944 SH   OTR 1 0 27,944 0
AMETEK Inc common 031100100   11,389,784 77,083 SH   OTR 1 0 77,083 0
Viatris Inc common 92556V106   2,964,646 300,674 SH   OTR 1 0 300,674 0
Fidelity National Information Services Inc common 31620M106   6,645,444 120,236 SH   OTR 1 0 120,236 0
Host Hotels & Resorts Inc common 44107P104   2,247,663 139,867 SH   OTR 1 0 139,867 0
M&T Bank Corp common 55261F104   4,319,406 34,159 SH   OTR 1 0 34,159 0
Dollar General Corp common 256677105   7,445,887 70,377 SH   OTR 1 0 70,377 0
Home Depot Inc/The common 437076102   71,197,054 235,627 SH   OTR 1 0 235,627 0
Ford Motor Co common 345370860   9,401,158 756,937 SH   OTR 1 0 756,937 0
News Corp common 65249B109   2,628,041 131,009 SH   OTR 1 0 131,009 0
Jabil Inc common 466313103   4,184,705 32,979 SH   OTR 1 0 32,979 0
Diamondback Energy Inc common 25278X109   65,085,532 420,232 SH   OTR 1 0 420,232 0
Fidelity National Financial Inc common 31620R303   1,727,909 41,838 SH   OTR 1 0 41,838 0
Discover Financial Services common 254709108   4,286,019 49,475 SH   OTR 1 0 49,475 0
Teva Pharmaceutical-Sp Adr common 881624209   1,510,640 148,102 SH   OTR 1 0 148,102 0
Conagra Brands Inc common 205887102   2,223,817 81,102 SH   OTR 1 0 81,102 0
Mccormick & Co Inc/Md common 579780206   3,246,242 42,917 SH   OTR 1 0 42,917 0
Seagen Inc common 81181C104   13,839,605 65,235 SH   OTR 1 0 65,235 0
Chewy Inc common 16679L109   339,253 18,579 SH   OTR 1 0 18,579 0
Idex Corp common 45167R104   3,604,779 17,329 SH   OTR 1 0 17,329 0
Entegris Inc common 29362U104   2,184,253 23,259 SH   OTR 1 0 23,259 0
Liberty Media Corp-Liberty Siriusxm - A common 531229813   407,200 16,000 SH   OTR 1 0 16,000 0
Chevron Corp common 166764100   62,488,717 370,589 SH   OTR 1 0 370,589 0
Intra-Cellular Therapies Inc common 46116X101   634,942 12,194 SH   OTR 1 0 12,194 0
Revance Therapeutics Inc common 761330109   274,661 23,946 SH   OTR 1 0 23,946 0
Tyson Foods Inc common 902494103   2,302,849 45,610 SH   OTR 1 0 45,610 0
Spire Global Inc common 848560306   419,919 85,873 SH   OTR 1 0 85,873 0
GXO Logistics Inc common 36262G101   928,236 15,824 SH   OTR 1 0 15,824 0
Lowe's Cos Inc common 548661107   24,671,439 118,704 SH   OTR 1 0 118,704 0
Garmin Ltd common 011440532   2,916,670 27,725 SH   OTR 1 0 27,725 0
Skyworks Solutions Inc common 83088M102   132,532,762 1,344,282 SH   OTR 1 0 1,344,282 0
PDD Holdings Inc common 722304102   23,967,720 244,394 SH   OTR 1 0 244,394 0
Mercadolibre Inc common 58733R102   24,582,925 19,389 SH   OTR 1 0 19,389 0
Electronic Arts Inc common 285512109   155,703,206 1,293,216 SH   OTR 1 0 1,293,216 0
Advanced Micro Devices inc common 007903107   100,597,751 978,387 SH   OTR 1 0 978,387 0
Arrow Electronics Inc common 042735100   59,136,575 472,186 SH   OTR 1 0 472,186 0
Charles Schwab Corp/The common 808513105   22,956,270 418,147 SH   OTR 1 0 418,147 0
Warner Music Group Corp common 934550203   3,655,305 116,411 SH   OTR 1 0 116,411 0
Unitedhealth Group Inc common 91324P102   138,270,074 274,242 SH   OTR 1 0 274,242 0
Qifu Technology Inc ADR common 88557W101   3,302,292 214,993 SH   OTR 1 0 214,993 0
Gladstone Capital Corp common 376535100   1,285,041 133,303 SH   OTR 1 0 133,303 0
Livent Corp common 53814L108   29,375,033 1,595,602 SH   OTR 1 0 1,595,602 0
Darling Ingredients Inc common 237266101   67,002,563 1,283,574 SH   OTR 1 0 1,283,574 0
AerCap Holdings NV common 000068766   2,608,764 41,627 SH   OTR 1 0 41,627 0
HF Sinclair Corp common 403949100   6,786,341 119,205 SH   OTR 1 0 119,205 0
TransDigm Group Inc common 893641100   9,913,523 11,758 SH   OTR 1 0 11,758 0
Eaton Corp PLC common 00B8KQN82   19,158,303 89,827 SH   OTR 1 0 89,827 0
Builders FrstSrc common 12008R107   3,977,207 31,948 SH   OTR 1 0 31,948 0
Amgen Inc common 031162100   41,794,868 155,510 SH   OTR 1 0 155,510 0
DocuSign Inc common 256163106   1,436,148 34,194 SH   OTR 1 0 34,194 0
Waste Connections Inc common 94106B101   14,347,941 106,835 SH   OTR 1 0 106,835 0
Regency Centers Corp common 758849103   3,030,251 50,980 SH   OTR 1 0 50,980 0
Prologis Inc common 74340W103   27,539,925 245,432 SH   OTR 1 0 245,432 0
Ferguson PLC common 00BJVNSS4   17,530,528 106,588 SH   OTR 1 0 106,588 0
NetApp Inc common 64110D104   3,426,210 45,153 SH   OTR 1 0 45,153 0
Zimmer Biomet Holdings Inc common 98956P102   3,437,972 30,636 SH   OTR 1 0 30,636 0
Weyerhaeuser Co common 962166104   3,756,371 122,517 SH   OTR 1 0 122,517 0
Dow Inc common 260557103   8,892,966 172,478 SH   OTR 1 0 172,478 0
Synchrony Financial common 87165B103   4,165,652 136,266 SH   OTR 1 0 136,266 0
Edison International common 281020107   5,550,723 87,703 SH   OTR 1 0 87,703 0
Cadence Design Systems Inc common 127387108   19,028,440 81,214 SH   OTR 1 0 81,214 0
Constellation Energy Corp common 21037T109   8,102,026 74,276 SH   OTR 1 0 74,276 0
eBay Inc common 278642103   5,474,214 124,160 SH   OTR 1 0 124,160 0
Constellation Brands Inc common 21036P108   7,790,476 30,997 SH   OTR 1 0 30,997 0
Biogen Inc common 09062X103   17,865,279 69,512 SH   OTR 1 0 69,512 0
Analog Devices Inc common 032654105   16,716,543 95,474 SH   OTR 1 0 95,474 0
United Rentals Inc common 911363109   13,862,582 31,182 SH   OTR 1 0 31,182 0
West Pharmaceutical Services INC common 955306105   5,711,447 15,222 SH   OTR 1 0 15,222 0
Ovintiv Inc common 69047Q102   2,345,867 49,314 SH   OTR 1 0 49,314 0
Schlumberger Nv common 806857108   41,152,396 705,873 SH   OTR 1 0 705,873 0
Lululemon Athletica Inc common 550021109   8,741,393 22,669 SH   OTR 1 0 22,669 0
Las Vegas Sands Corp common 517834107   20,515,875 447,554 SH   OTR 1 0 447,554 0
Centene Corp common 15135B101   10,952,609 159,010 SH   OTR 1 0 159,010 0
CSX Corp common 126408103   18,736,129 609,305 SH   OTR 1 0 609,305 0
Alexandria Real Estate Equities Inc common 015271109   2,762,960 27,602 SH   OTR 1 0 27,602 0
Marriott International Inc/Md common 571903202   9,071,637 46,152 SH   OTR 1 0 46,152 0
Apa Corp common 03743Q108   2,036,012 49,538 SH   OTR 1 0 49,538 0
Exelon Corp common 30161N101   7,220,233 191,062 SH   OTR 1 0 191,062 0
Liberty Media Corp - C common 531229755   3,130,887 50,255 SH   OTR 1 0 50,255 0
Keurig Dr Pepper Inc common 49271V100   5,894,403 186,709 SH   OTR 1 0 186,709 0
Ecolab Inc common 278865100   15,591,068 92,037 SH   OTR 1 0 92,037 0
Marsh & Mclennan Cos Inc common 571748102   21,885,642 115,006 SH   OTR 1 0 115,006 0
Hess Corp common 42809H107   37,620,558 245,886 SH   OTR 1 0 245,886 0
Sirius XM Holdings Inc common 82968B103   766,027 169,475 SH   OTR 1 0 169,475 0
Hologic Inc common 436440101   12,090,937 174,221 SH   OTR 1 0 174,221 0
Regions Financial Corp common 7591EP100   4,492,864 261,213 SH   OTR 1 0 261,213 0
Aflac Inc common 001055102   20,560,481 267,889 SH   OTR 1 0 267,889 0
Progressive Corp common 743315103   18,661,325 133,965 SH   OTR 1 0 133,965 0
Darden Restaurants Inc common 237194105   3,352,923 23,411 SH   OTR 1 0 23,411 0
Packaging Corp of America common 695156109   5,262,466 34,272 SH   OTR 1 0 34,272 0
Nasdaq Inc common 631103108   4,259,497 87,662 SH   OTR 1 0 87,662 0
Kenvue Inc common 49177J102   30,144,297 1,501,210 SH   OTR 1 0 1,501,210 0
EPAM Systems Inc common 29414B104   3,566,620 13,949 SH   OTR 1 0 13,949 0
MongoDB Inc common 60937P106   5,344,575 15,453 SH   OTR 1 0 15,453 0
Vulcan Materials Co common 929160109   5,480,601 27,129 SH   OTR 1 0 27,129 0
A O Smith Corp common 831865209   3,002,368 45,401 SH   OTR 1 0 45,401 0
Carlisle Companies Inc common 142339100   3,312,306 12,776 SH   OTR 1 0 12,776 0
Roblox Corp common 771049103   2,005,741 69,259 SH   OTR 1 0 69,259 0
Insulet Corp common 45784P101   5,103,202 31,997 SH   OTR 1 0 31,997 0
ETSY Inc common 29786A106   1,571,813 24,339 SH   OTR 1 0 24,339 0
Generac Holdings Inc common 368736104   2,317,579 21,270 SH   OTR 1 0 21,270 0
Yum! Brands Inc common 988498101   38,213,524 305,855 SH   OTR 1 0 305,855 0
Liberty Global Plc - C common 00B8W67B1   776,365 41,830 SH   OTR 1 0 41,830 0
Iron Mountain Inc common 46284V101   2,809,131 47,252 SH   OTR 1 0 47,252 0
Roivant Sciences Ltd common G76279101   539,838 46,140 SH   OTR 1 0 46,140 0
Noble Corp common 00BMXNWH0   15,602,277 308,041 SH   OTR 1 0 308,041 0
NuCor Corp common 670346105   8,755,913 56,002 SH   OTR 1 0 56,002 0
Kinder Morgan Inc common 49456B101   7,428,354 448,031 SH   OTR 1 0 448,031 0
UiPath Inc common 90364P105   1,813,626 105,998 SH   OTR 1 0 105,998 0
Albertsons Companies Inc common 013091103   982,618 43,192 SH   OTR 1 0 43,192 0
Confluent CL A ORD common 20717M103   631,996 21,344 SH   OTR 1 0 21,344 0
Himalaya Shipping Ltd common G4660A103   3,630,000 750,000 SH   OTR 1 0 750,000 0
Watts Water Technologies Inc common 942749102   15,851,072 91,853 SH   OTR 1 0 91,853 0
Joby Aviation Inc common G65163100   646,058 100,164 SH   OTR 1 0 100,164 0
Arbe Robotics Ltd common 001179662   487,403 209,186 SH   OTR 1 0 209,186 0
Visa Inc common 92826C839   432,581,187 1,880,706 SH   OTR 1 0 1,880,706 0
Blackrock Inc common 09247X101   40,235,598 62,237 SH   OTR 1 0 62,237 0
Realty Income Corp common 756109104   6,235,009 124,850 SH   OTR 1 0 124,850 0
J M Smucker Co/The common 832696405   2,824,718 22,982 SH   OTR 1 0 22,982 0
Pentair PLC common 00BLS09M3   3,683,369 56,886 SH   OTR 1 0 56,886 0
Xylem Inc/Ny common 98419M100   9,660,013 106,119 SH   OTR 1 0 106,119 0
ANSYS Inc common 03662Q105   28,871,574 97,031 SH   OTR 1 0 97,031 0
Blackstone Inc common 09260D107   23,159,061 216,157 SH   OTR 1 0 216,157 0
WW Grainger Inc common 384802104   12,024,871 17,381 SH   OTR 1 0 17,381 0
Paychex Inc common 704326107   9,258,692 80,280 SH   OTR 1 0 80,280 0
Everest Group Ltd common G3223R108   4,120,334 11,086 SH   OTR 1 0 11,086 0
Fleetcor Technologies Inc common 339041105   5,227,831 20,474 SH   OTR 1 0 20,474 0
CBRE Group Inc common 12504L109   6,887,445 93,250 SH   OTR 1 0 93,250 0
Eversource Energy common 30040W108   6,342,246 109,067 SH   OTR 1 0 109,067 0
Delta Air Lines Inc common 247361702   1,405,112 37,976 SH   OTR 1 0 37,976 0
Juniper Networks Inc common 48203R104   2,116,292 76,153 SH   OTR 1 0 76,153 0
Cintas Corp common 172908105   9,128,127 18,977 SH   OTR 1 0 18,977 0
Veeva Systems Inc common 922475108   5,411,770 26,600 SH   OTR 1 0 26,600 0
Hewlett Packard Enterprise Co common 42824C109   9,682,333 557,417 SH   OTR 1 0 557,417 0
Crown Holdings Inc common 228368106   49,841,315 563,306 SH   OTR 1 0 563,306 0
Targa Resources Corp common 87612G101   3,109,579 36,276 SH   OTR 1 0 36,276 0
Align Technology Inc common 016255101   5,294,859 17,342 SH   OTR 1 0 17,342 0
Mckesson Corp common 58155Q103   15,778,967 36,286 SH   OTR 1 0 36,286 0
Amerisourcebergen Corp common 03073E105   9,279,793 51,563 SH   OTR 1 0 51,563 0
Paccar Inc common 693718108   12,020,638 141,386 SH   OTR 1 0 141,386 0
Citizens Financial Group Inc common 174610105   2,132,690 79,578 SH   OTR 1 0 79,578 0
Alnylam Pharmaceuticals Inc common 02043Q107   9,069,645 51,212 SH   OTR 1 0 51,212 0
Cooper Cos Inc/The common 216648402   3,846,331 12,095 SH   OTR 1 0 12,095 0
WP Carey Inc common 92936U109   2,435,168 45,029 SH   OTR 1 0 45,029 0
Welltower Inc common 95040Q104   8,883,896 108,446 SH   OTR 1 0 108,446 0
Omnicom Group Inc common 681919106   3,547,780 47,634 SH   OTR 1 0 47,634 0
Lennar Corp A common 526057104   5,859,416 52,209 SH   OTR 1 0 52,209 0
Abbott Laboratories common 002824100   45,562,308 470,442 SH   OTR 1 0 470,442 0
WalMart Inc common 931142103   49,817,715 311,497 SH   OTR 1 0 311,497 0
Invitation Homes Inc common 46187W107   2,754,875 86,932 SH   OTR 1 0 86,932 0
Pnc Financial Services Group Inc/The common 693475105   9,659,175 78,677 SH   OTR 1 0 78,677 0
WestRock Co common 96145D105   3,245,270 90,650 SH   OTR 1 0 90,650 0
Gaming and Leisure Properties Inc common 36467J108   2,586,329 56,780 SH   OTR 1 0 56,780 0
Ross Stores Inc common 778296103   7,635,985 67,605 SH   OTR 1 0 67,605 0
Snap Inc common 83304A106   1,524,652 171,117 SH   OTR 1 0 171,117 0
Hasbro Inc common 418056107   3,879,706 58,659 SH   OTR 1 0 58,659 0
Williams Cos Inc/The common 969457100   10,606,623 314,830 SH   OTR 1 0 314,830 0
Revvity Inc common 714046109   3,226,684 29,148 SH   OTR 1 0 29,148 0
Church & Dwight Co Inc common 171340102   5,755,372 62,811 SH   OTR 1 0 62,811 0
Westlake Chemical Corp common 960413102   2,297,294 18,427 SH   OTR 1 0 18,427 0
Molina Healthcare Inc common 60855R100   11,642,062 35,506 SH   OTR 1 0 35,506 0
Cheniere Energy Inc common 16411R208   6,363,238 38,342 SH   OTR 1 0 38,342 0
Caterpillar Inc common 149123101   33,807,501 123,837 SH   OTR 1 0 123,837 0
Waters Corp common 941848103   5,242,621 19,119 SH   OTR 1 0 19,119 0
DaVita Inc common 23918K108   4,069,138 43,046 SH   OTR 1 0 43,046 0
Applied Materials Inc common 038222105   26,827,041 193,767 SH   OTR 1 0 193,767 0
Colgate-Palmolive Co common 194162103   48,034,307 675,493 SH   OTR 1 0 675,493 0
Us Bancorp common 902973304   16,200,557 490,035 SH   OTR 1 0 490,035 0
Mondelez International Inc common 609207105   21,353,270 307,684 SH   OTR 1 0 307,684 0
Pultegroup Inc common 745867101   3,203,995 43,268 SH   OTR 1 0 43,268 0
Air Products And Chemicals Inc common 009158106   19,550,066 68,984 SH   OTR 1 0 68,984 0
Sensata Technologies Holding Plc common 00BFMBMT8   4,185,199 110,661 SH   OTR 1 0 110,661 0
Fortrea Holdings Inc W/I common 34965K107   5,962,587 208,555 SH   OTR 1 0 208,555 0
Snap-On Inc common 833034101   3,390,258 13,292 SH   OTR 1 0 13,292 0
Nordson Corp common 655663102   2,578,729 11,555 SH   OTR 1 0 11,555 0
Brown-Forman Corp common 115637209   3,553,762 61,601 SH   OTR 1 0 61,601 0
Toast Inc common 888787108   759,164 40,532 SH   OTR 1 0 40,532 0
Assurant Inc common 04621X108   1,491,940 10,391 SH   OTR 1 0 10,391 0
GoDaddy Inc common 380237107   1,909,369 25,636 SH   OTR 1 0 25,636 0
Equifax Inc common 294429105   4,253,989 23,223 SH   OTR 1 0 23,223 0
Steris plc common 00BFY8C75   3,372,047 15,368 SH   OTR 1 0 15,368 0
Aramark common 03852U106   1,246,146 35,912 SH   OTR 1 0 35,912 0
RPM International Inc common 749685103   2,261,977 23,858 SH   OTR 1 0 23,858 0
TransUnion common 89400J107   2,574,964 35,868 SH   OTR 1 0 35,868 0
ZoomInfo Technologies Inc common 98980F104   739,656 45,101 SH   OTR 1 0 45,101 0
Stanley Black & Decker Inc common 854502101   2,895,546 34,644 SH   OTR 1 0 34,644 0
FMC Corp common 302491303   1,617,995 24,160 SH   OTR 1 0 24,160 0
Coinbase Global Inc common 19260Q107   2,123,938 28,289 SH   OTR 1 0 28,289 0
BioNTech SE common 09075V102   4,097,358 37,715 SH   OTR 1 0 37,715 0
Super Micro Computer Inc common 86800U104   2,743,571 10,005 SH   OTR 1 0 10,005 0
Nordic American Tankers Ltd common G65773106   766,320 186,000 SH   OTR 1 0 186,000 0
Wynn Resorts Ltd common 983134107   2,136,150 23,116 SH   OTR 1 0 23,116 0
General Electric Co common 369604301   33,188,547 300,213 SH   OTR 1 0 300,213 0
Pinterest Inc common 72352L106   2,649,264 98,012 SH   OTR 1 0 98,012 0
Apple Inc common 037833100   689,592,276 4,027,757 SH   OTR 1 0 4,027,757 0
Mastercard Inc common 57636Q104   300,538,844 759,109 SH   OTR 1 0 759,109 0
Salesforce Inc common 79466L302   48,301,588 238,197 SH   OTR 1 0 238,197 0
Eli Lilly & Co common 532457108   213,054,226 396,653 SH   OTR 1 0 396,653 0
Energy Recovery Inc common 29270J100   933,537 44,014 SH   OTR 1 0 44,014 0
Aptiv PLC common 00B783TY6   5,747,501 58,297 SH   OTR 1 0 58,297 0
Western Digital Corp common 958102105   234,711,366 5,143,795 SH   OTR 1 0 5,143,795 0
Accenture Plc common 00B4BNMY3   72,548,902 236,231 SH   OTR 1 0 236,231 0
Sysco Corp common 871829107   13,006,236 196,915 SH   OTR 1 0 196,915 0
Vipshop Holdings Ltd - Adr common 92763W103   4,816,256 300,828 SH   OTR 1 0 300,828 0
Blue Owl Capital Inc common 09581B103   4,094,634 315,944 SH   OTR 1 0 315,944 0
Blue Owl Capital Corp common 69121K104   2,100,560 151,665 SH   OTR 1 0 151,665 0
Eneti Inc common Y2294C107   5,555,108 551,102 SH   OTR 1 0 551,102 0
Avantor Inc common 05352A100   2,283,744 108,337 SH   OTR 1 0 108,337 0
Datadog Inc common 23804L103   3,742,797 41,089 SH   OTR 1 0 41,089 0
Kraft Heinz Co common 500754106   5,664,303 168,380 SH   OTR 1 0 168,380 0
State Street Corp common 857477103   4,421,570 66,033 SH   OTR 1 0 66,033 0
Ppg Industries Inc common 693506107   6,927,426 53,370 SH   OTR 1 0 53,370 0
Lam Research Corp common 512807108   22,682,806 36,190 SH   OTR 1 0 36,190 0
Lyondellbasell Industries NV common 000943499   5,313,996 56,114 SH   OTR 1 0 56,114 0
Dropbox Inc common 26210C104   1,899,728 69,766 SH   OTR 1 0 69,766 0
Carnival Corp common 143658300   2,223,861 162,089 SH   OTR 1 0 162,089 0
Akamai Technologies Inc common 00971T101   2,628,555 24,672 SH   OTR 1 0 24,672 0
Dell Technologies Inc common 24703L202   7,637,978 110,856 SH   OTR 1 0 110,856 0
Illinois Tool Works Inc common 452308109   28,901,602 125,490 SH   OTR 1 0 125,490 0
Baker Hughes Co common 05722G100   5,981,371 169,348 SH   OTR 1 0 169,348 0
Paylocity Holding Corp common 70438V106   2,982,787 16,416 SH   OTR 1 0 16,416 0
Trane Technologies Plc common 00BK9ZQ96   22,801,808 112,374 SH   OTR 1 0 112,374 0
Cvs Health Corp common 126650100   26,063,527 373,296 SH   OTR 1 0 373,296 0
Kroger Co/The common 501044101   5,762,010 128,760 SH   OTR 1 0 128,760 0
Dr Horton Inc common 23331A109   5,621,111 52,304 SH   OTR 1 0 52,304 0
Lamb Weston Holdings Inc common 513272104   3,301,469 35,707 SH   OTR 1 0 35,707 0
Reliance Steel & Aluminum Co common 759509102   3,904,605 14,890 SH   OTR 1 0 14,890 0
Avalonbay Communities Inc common 053484101   7,513,110 43,747 SH   OTR 1 0 43,747 0
Rollins Inc common 775711104   2,744,838 73,529 SH   OTR 1 0 73,529 0
Marvell Technology Inc common 573874104   8,642,504 159,662 SH   OTR 1 0 159,662 0
Verisk Analytics Inc common 92345Y106   6,385,567 27,030 SH   OTR 1 0 27,030 0
VICI Properties Inc common 925652109   4,677,592 160,742 SH   OTR 1 0 160,742 0
Broadcom Inc common 11135F101   81,811,299 98,499 SH   OTR 1 0 98,499 0
Webster Financial Corp common 947890109   1,794,964 44,529 SH   OTR 1 0 44,529 0
Dollar Tree Inc common 256746108   4,467,494 41,968 SH   OTR 1 0 41,968 0
Paramount Global CL B common 92556H206   1,368,871 106,114 SH   OTR 1 0 106,114 0
Quest Diagnostics Inc common 74834L100   8,010,102 65,732 SH   OTR 1 0 65,732 0
Genuine Parts Co common 372460105   5,726,977 39,666 SH   OTR 1 0 39,666 0
Lear Corp common 521865204   2,348,500 17,500 SH   OTR 1 0 17,500 0
Burlington Stores Inc common 122017106   1,584,498 11,711 SH   OTR 1 0 11,711 0
Kimco Realty Corp common 49446R109   2,811,603 159,841 SH   OTR 1 0 159,841 0
Laboratory Corp Of America Holdings common 50540R409   21,917,265 109,014 SH   OTR 1 0 109,014 0
Fastenal Co common 311900104   10,955,429 200,502 SH   OTR 1 0 200,502 0
Snowflake Inc common 833445109   9,631,843 63,048 SH   OTR 1 0 63,048 0
Ameriprise Financial Inc common 03076C106   6,390,187 19,383 SH   OTR 1 0 19,383 0
Jb Hunt Transport Services Inc common 445658107   3,487,054 18,497 SH   OTR 1 0 18,497 0
Comcast Corp common 20030N101   45,688,734 1,030,418 SH   OTR 1 0 1,030,418 0
Norfolk Southern Corp common 655844108   13,307,742 67,576 SH   OTR 1 0 67,576 0
Globe Life Inc common 37959E102   2,204,827 20,278 SH   OTR 1 0 20,278 0
Cummins Inc common 231021106   12,943,630 56,656 SH   OTR 1 0 56,656 0
Dominion Energy Inc common 25746U109   7,430,229 166,336 SH   OTR 1 0 166,336 0
Edwards Lifesciences Corp common 28176E108   16,811,208 242,656 SH   OTR 1 0 242,656 0
Zscaler Inc common 98980G102   3,278,126 21,069 SH   OTR 1 0 21,069 0
Crown Castle International Corp common 22822V101   10,582,714 114,992 SH   OTR 1 0 114,992 0
Cleveland-Cliffs Inc common 185899101   1,650,637 105,607 SH   OTR 1 0 105,607 0
Fox Corp common 35137L204   1,888,146 65,379 SH   OTR 1 0 65,379 0
Brown & Brown Inc common 115236101   2,744,083 39,291 SH   OTR 1 0 39,291 0
Hormel Foods Corp common 440452100   2,668,451 70,167 SH   OTR 1 0 70,167 0
Chesapeake Energy Corp common 165167735   6,049,724 70,158 SH   OTR 1 0 70,158 0
Atmos Energy Corp common 049560105   3,180,760 30,027 SH   OTR 1 0 30,027 0
Tradeweb Markets Inc common 892672106   1,210,218 15,090 SH   OTR 1 0 15,090 0
Pg&E Corp common 69331C108   6,154,547 381,559 SH   OTR 1 0 381,559 0
Public Service Enterprise Group Inc common 744573106   5,310,614 93,316 SH   OTR 1 0 93,316 0
Sealed Air Corp common 81211K100   1,824,946 55,537 SH   OTR 1 0 55,537 0
Valero Energy Corp common 91913Y100   13,675,724 96,505 SH   OTR 1 0 96,505 0
Valaris Ltd common G9460G101   23,538,996 313,937 SH   OTR 1 0 313,937 0
Devon Energy Corp common 25179M103   9,607,305 201,411 SH   OTR 1 0 201,411 0
Graco Inc common 384109104   2,466,332 33,841 SH   OTR 1 0 33,841 0
MasTec Inc common 576323109   25,086,511 348,569 SH   OTR 1 0 348,569 0
DHT Holdings Inc common Y2065G121   616,239 59,829 SH   OTR 1 0 59,829 0
Eos Energy Enterprises Inc common 29415C101   505,267 235,008 SH   OTR 1 0 235,008 0
Reinvent Technology Partners Y common 051774107   696,169 296,242 SH   OTR 1 0 296,242 0
Zto Express Cayman Inc common 98980A105   508,416 21,035 SH   OTR 1 0 21,035 0
Berkshire Hathaway Inc common 084670702   113,349,724 323,579 SH   OTR 1 0 323,579 0
First Solar Inc common 336433107   11,916,616 73,746 SH   OTR 1 0 73,746 0
Meta Platforms Inc common 30303M102   912,835,338 3,040,656 SH   OTR 1 0 3,040,656 0
3m Co common 88579Y101   16,704,897 178,433 SH   OTR 1 0 178,433 0
Block Inc common 852234103   4,078,559 92,150 SH   OTR 1 0 92,150 0
T-Mobile US Inc common 872590104   91,875,461 656,019 SH   OTR 1 0 656,019 0
Texas Instruments Inc common 882508104   41,813,747 262,963 SH   OTR 1 0 262,963 0
S&P Global Inc common 78409V104   123,309,066 337,454 SH   OTR 1 0 337,454 0
Coca-Cola Europacific Partners Plc common 00BDCPN04   13,175,220 210,871 SH   OTR 1 0 210,871 0
Avery Dennison Corp common 053611109   10,672,860 58,427 SH   OTR 1 0 58,427 0
Rockwell Automation Inc common 773903109   33,797,552 118,227 SH   OTR 1 0 118,227 0
Aon PLC common 00BLP1HW5   24,637,478 75,990 SH   OTR 1 0 75,990 0
Hercules Capital Inc common 427096508   1,728,780 105,285 SH   OTR 1 0 105,285 0
Prospect Capital Corp common 74348T102   1,283,266 212,110 SH   OTR 1 0 212,110 0
FS KKR Capital Corp common 302635206   2,284,375 116,017 SH   OTR 1 0 116,017 0
Ares Management Corp common 03990B101   11,059,348 107,508 SH   OTR 1 0 107,508 0
Midcap Financial Investment common 03761U502   1,596,141 116,083 SH   OTR 1 0 116,083 0
SolarEdge Technologies Inc common 83417M104   13,338,882 102,995 SH   OTR 1 0 102,995 0
United Therapeutics Corp common 91307C102   3,339,940 14,787 SH   OTR 1 0 14,787 0
Vertex Pharmaceuticals Inc common 92532F100   66,838,062 192,207 SH   OTR 1 0 192,207 0
Cloudflare Inc common 18915M107   4,080,012 64,721 SH   OTR 1 0 64,721 0
Oracle Corp common 68389X105   45,260,675 427,310 SH   OTR 1 0 427,310 0
Citigroup Inc common 172967424   14,861,955 361,341 SH   OTR 1 0 361,341 0
T Rowe Price Group Inc common 74144T108   5,085,985 48,498 SH   OTR 1 0 48,498 0
Mosaic Co/The common 61945C103   4,707,958 132,246 SH   OTR 1 0 132,246 0
Linde PLC common 000S9YS76   45,475,106 122,130 SH   OTR 1 0 122,130 0
Ball Corp common 058498106   4,178,931 83,948 SH   OTR 1 0 83,948 0
Horizon Therapeutics Plc common 00BQPVQZ6   4,256,698 36,794 SH   OTR 1 0 36,794 0
Mohawk Industries Inc common 608190104   1,032,294 12,030 SH   OTR 1 0 12,030 0
Kimberly-Clark Corp common 494368103   8,396,537 69,479 SH   OTR 1 0 69,479 0
Fox Corp A common 35137L105   3,370,879 108,041 SH   OTR 1 0 108,041 0
Franklin Resources Inc common 354613101   2,202,417 89,602 SH   OTR 1 0 89,602 0
Palo Alto Networks Inc common 697435105   15,777,578 67,299 SH   OTR 1 0 67,299 0
TJX Cos Inc common 872540109   21,273,606 239,352 SH   OTR 1 0 239,352 0
Firstenergy Corp common 337932107   1,110,474 32,489 SH   OTR 1 0 32,489 0
Occidental Petroleum Corp common 674599105   12,935,126 199,370 SH   OTR 1 0 199,370 0
Pioneer Natural Resources Co common 723787107   15,095,667 65,762 SH   OTR 1 0 65,762 0
Union Pacific Corp common 907818108   35,754,577 175,586 SH   OTR 1 0 175,586 0
General Motors Co common 37045V100   7,228,673 219,250 SH   OTR 1 0 219,250 0
Cardinal Health Inc common 14149Y108   7,164,473 82,521 SH   OTR 1 0 82,521 0
Hartford Financial Services Group Inc common 416515104   16,255,125 229,236 SH   OTR 1 0 229,236 0
Arthur J Gallagher & Co common 363576109   7,950,882 34,883 SH   OTR 1 0 34,883 0
Paycom Software Inc common 70432V102   3,160,242 12,189 SH   OTR 1 0 12,189 0
Sherwin-Williams Co/The common 824348106   16,340,033 64,066 SH   OTR 1 0 64,066 0
Agilent Technologies Inc common 00846U101   17,717,096 158,443 SH   OTR 1 0 158,443 0
TE Connectivity Ltd common 010299318   7,769,172 62,893 SH   OTR 1 0 62,893 0
Best Buy Co Inc common 086516101   3,718,243 53,523 SH   OTR 1 0 53,523 0
Clorox Co/The common 189054109   3,077,551 23,482 SH   OTR 1 0 23,482 0
Monster Beverage Corp common 61174X109   14,828,118 280,040 SH   OTR 1 0 280,040 0
Chubb Ltd common 004432874   113,626,309 545,808 SH   OTR 1 0 545,808 0
F5 Inc common 315616102   2,967,393 18,415 SH   OTR 1 0 18,415 0
Borgwarner Inc common 099724106   2,728,608 67,590 SH   OTR 1 0 67,590 0
Morgan Stanley common 617446448   59,346,486 726,662 SH   OTR 1 0 726,662 0
Boston Scientific Corp common 101137107   27,131,597 513,856 SH   OTR 1 0 513,856 0
Moderna Inc common 60770K107   11,411,582 110,481 SH   OTR 1 0 110,481 0
VF Corp common 918204108   1,599,965 90,547 SH   OTR 1 0 90,547 0
Global Payments Inc common 37940X102   5,916,391 51,273 SH   OTR 1 0 51,273 0
HP Inc common 40434L105   9,012,373 350,676 SH   OTR 1 0 350,676 0
LPL Financial Holdings Inc common 50212V100   3,250,814 13,679 SH   OTR 1 0 13,679 0
Bill.com Holdings Inc common 090043100   1,662,858 15,316 SH   OTR 1 0 15,316 0
Fiserv Inc common 337738108   13,074,781 115,747 SH   OTR 1 0 115,747 0
Republic Services Inc common 760759100   6,091,732 42,746 SH   OTR 1 0 42,746 0
International Business Machines Corp common 459200101   36,052,610 256,968 SH   OTR 1 0 256,968 0
American Homes 4 Rent common 02665T306   2,880,225 85,492 SH   OTR 1 0 85,492 0
Synopsys Inc common 871607107   20,402,134 44,452 SH   OTR 1 0 44,452 0
Broadridge Financial Solutions Inc common 11133T103   5,098,986 28,478 SH   OTR 1 0 28,478 0
Dynatrace Inc common 268150109   2,179,487 46,640 SH   OTR 1 0 46,640 0
Vistra Corp common 92840M102   2,267,687 68,345 SH   OTR 1 0 68,345 0
Gartner Inc common 366651107   3,842,934 11,184 SH   OTR 1 0 11,184 0
Liberty Broadband Corp common 530307305   1,840,646 20,156 SH   OTR 1 0 20,156 0
Healthcare Realty Trust Inc common 42226K105   790,879 51,793 SH   OTR 1 0 51,793 0
Cincinnati Financial Corp common 172062101   2,774,923 27,128 SH   OTR 1 0 27,128 0
Bentley Systems Inc common 08265T208   1,509,114 30,086 SH   OTR 1 0 30,086 0
CLARIVATE PLC common 00BJJN444   386,503 57,601 SH   OTR 1 0 57,601 0
VeriSign Inc common 92343E102   2,891,723 14,278 SH   OTR 1 0 14,278 0
Bath & Body Works Inc common 070830104   20,803,697 615,494 SH   OTR 1 0 615,494 0
Rivian Automotive Inc common 76954A103   2,419,890 99,666 SH   OTR 1 0 99,666 0
SS&C Technologies Holdings Inc common 78467J100   2,106,749 40,098 SH   OTR 1 0 40,098 0
Exxon Mobil Corp common 30231G102   95,255,791 810,136 SH   OTR 1 0 810,136 0
Aecom common 00766T100   3,792,852 45,675 SH   OTR 1 0 45,675 0
MSA Safety Inc common 553498106   9,249,515 58,742 SH   OTR 1 0 58,742 0
Ouster Inc common 68989M202   401,683 79,699 SH   OTR 1 0 79,699 0
Cryoport Inc common 229050307   240,460 17,539 SH   OTR 1 0 17,539 0
Alphabet Inc - A common 02079K305   685,604,198 5,239,219 SH   OTR 1 0 5,239,219 0
Main Street Capital Corp common 56035L104   2,068,392 50,908 SH   OTR 1 0 50,908 0
Nike Inc common 654106103   29,560,827 309,149 SH   OTR 1 0 309,149 0
Taiwan Semiconductor-Sp Adr common 874039100   90,654,926 1,043,570 SH   OTR 1 0 1,043,570 0
Coursera Inc common 22266M104   347,148 18,574 SH   OTR 1 0 18,574 0
Biomarin Pharmaceutical Inc common 09061G101   75,798,250 856,671 SH   OTR 1 0 856,671 0
Adtran Inc common 00486H105   25,558,051 3,105,474 SH   OTR 1 0 3,105,474 0
Intercontinental Exchange Inc common 45866F104   42,690,070 388,021 SH   OTR 1 0 388,021 0
Estee Lauder Cos Inc/The common 518439104   33,124,066 229,153 SH   OTR 1 0 229,153 0
Procter & Gamble Co/The common 742718109   83,428,711 571,978 SH   OTR 1 0 571,978 0
Carlyle Group LP common 14316J108   6,595,178 218,673 SH   OTR 1 0 218,673 0
Kkr & Co Inc common 48251W104   13,904,968 225,730 SH   OTR 1 0 225,730 0
Oaktree Specialty Lending Corp common 67401P405   2,059,843 102,327 SH   OTR 1 0 102,327 0
Watsco Inc common 942622200   10,424,317 27,598 SH   OTR 1 0 27,598 0
NRG Energy Inc common 629377508   436,432 11,330 SH   OTR 1 0 11,330 0
Ventas Inc common 92276F100   4,052,695 96,195 SH   OTR 1 0 96,195 0
American Tower Corp common 03027X100   21,371,429 129,957 SH   OTR 1 0 129,957 0
Digital Realty Trust Inc common 253868103   7,788,484 64,357 SH   OTR 1 0 64,357 0
ServiceNow Inc common 81762P102   23,372,912 41,815 SH   OTR 1 0 41,815 0
Live Nation Entertainment Inc common 538034109   2,614,514 31,485 SH   OTR 1 0 31,485 0
Equity Residential common 29476L107   3,990,636 67,972 SH   OTR 1 0 67,972 0
Huntington Bancshares Inc/Oh common 446150104   3,245,923 312,108 SH   OTR 1 0 312,108 0
Charter Communications Inc common 16119P108   13,394,278 30,454 SH   OTR 1 0 30,454 0
Okta Inc common 679295105   2,051,444 25,168 SH   OTR 1 0 25,168 0
Twilio Inc common 90138F102   2,201,196 37,608 SH   OTR 1 0 37,608 0
Walgreens Boots Alliance Inc common 931427108   4,409,614 198,274 SH   OTR 1 0 198,274 0
Willis Towers Watson PLC common 00BDB6Q21   4,015,166 19,215 SH   OTR 1 0 19,215 0
Equinix Inc common 29444U700   14,762,687 20,327 SH   OTR 1 0 20,327 0
DexCom Inc common 252131107   10,274,942 110,128 SH   OTR 1 0 110,128 0
Amcor PLC common 00BJ1F307   4,439,999 484,716 SH   OTR 1 0 484,716 0
Expedia Group Inc common 30212P303   3,325,141 32,261 SH   OTR 1 0 32,261 0
Deckers Outdoor common 243537107   35,495,344 69,045 SH   OTR 1 0 69,045 0
Arch Capital Group Ltd common G0450A105   5,495,447 68,943 SH   OTR 1 0 68,943 0
Moody's Corp common 615369105   12,843,142 40,621 SH   OTR 1 0 40,621 0
CMS Energy Corp common 125896100   3,173,269 59,749 SH   OTR 1 0 59,749 0
Intuitive Surgical Inc common 46120E602   37,760,945 129,190 SH   OTR 1 0 129,190 0
Hca Healthcare Inc common 40412C101   13,087,612 53,206 SH   OTR 1 0 53,206 0
Hilton Worldwide Holdings Inc common 43300A203   6,920,895 46,084 SH   OTR 1 0 46,084 0
Henry Schein Inc common 806407102   5,650,574 76,102 SH   OTR 1 0 76,102 0
Expeditors International of Washington Inc common 302130109   3,816,033 33,290 SH   OTR 1 0 33,290 0
Unity Software Inc common 91332U101   2,127,018 67,761 SH   OTR 1 0 67,761 0
Carrier Global Corp common 14448C104   12,192,852 220,885 SH   OTR 1 0 220,885 0
Gen Digital Inc common 668771108   1,779,457 100,648 SH   OTR 1 0 100,648 0
Fortune Brands Home & Security Inc common 34964C106   2,009,633 32,330 SH   OTR 1 0 32,330 0
Oneok Inc common 682680103   6,367,991 100,394 SH   OTR 1 0 100,394 0
Interpublic Group Of Cos Inc/The common 460690100   3,804,357 132,741 SH   OTR 1 0 132,741 0
KeyCorp common 493267108   2,560,762 237,989 SH   OTR 1 0 237,989 0
MGM Resorts International common 552953101   1,419,708 38,621 SH   OTR 1 0 38,621 0
NiSource Inc common 65473P105   2,010,976 81,482 SH   OTR 1 0 81,482 0
Quanta Services Inc common 74762E102   6,203,241 33,160 SH   OTR 1 0 33,160 0
Bunge Ltd common G16962105   3,060,661 28,274 SH   OTR 1 0 28,274 0
Exact Sciences Corp common 30063P105   10,040,688 147,181 SH   OTR 1 0 147,181 0
U-Haul Holding Co common 023586506   1,919,098 36,631 SH   OTR 1 0 36,631 0
Sea Ltd common 81141R100   2,168,493 49,340 SH   OTR 1 0 49,340 0
Teradyne Inc common 880770102   3,684,170 36,673 SH   OTR 1 0 36,673 0
Invesco Ltd common G491BT108   995,491 68,560 SH   OTR 1 0 68,560 0
DoorDash Inc common 25809K105   3,880,282 48,827 SH   OTR 1 0 48,827 0
Lucid Group Inc common 549498103   782,114 139,913 SH   OTR 1 0 139,913 0
American Financial Group Inc/Oh common 025932104   1,591,744 14,254 SH   OTR 1 0 14,254 0
Atlassian Corp common 049468101   4,792,915 23,785 SH   OTR 1 0 23,785 0
SpringWorks Therapeutics Inc common 85205L107   277,116 11,986 SH   OTR 1 0 11,986 0
Southern Co/The common 842587107   16,873,345 260,713 SH   OTR 1 0 260,713 0
Toro Co common 891092108   1,780,168 21,422 SH   OTR 1 0 21,422 0
HEICO Corp common 422806208   1,866,583 14,445 SH   OTR 1 0 14,445 0
Draftkings Inc common 26142V105   1,600,093 54,351 SH   OTR 1 0 54,351 0
Global E Online Ord common 001174168   426,768 10,739 SH   OTR 1 0 10,739 0
Envista Holdings Corp common 29415F104   1,582,162 56,749 SH   OTR 1 0 56,749 0
Western Alliance Bancorp common 957638109   7,196,284 156,509 SH   OTR 1 0 156,509 0
IONQ Inc common 46222L108   467,039 31,387 SH   OTR 1 0 31,387 0
Huazhu Group Ltd common 44332N106   401,673 10,187 SH   OTR 1 0 10,187 0
Borr Drilling Limited common G1466R173   201,242 28,344 SH   OTR 1 0 28,344 0
Palantir Technologies Inc common 69608A108   5,079,600 317,475 SH   OTR 1 0 317,475 0
Annaly Capital Management Inc common 035710839   3,002,321 159,613 SH   OTR 1 0 159,613 0
JPMorgan Chase & Co common 46625H100   101,585,495 700,493 SH   OTR 1 0 700,493 0
Coca-Cola Co/The common 191216100   64,123,299 1,145,468 SH   OTR 1 0 1,145,468 0
Adobe Inc common 00724F101   70,929,640 139,105 SH   OTR 1 0 139,105 0
Bank Of America Corp common 060505104   98,431,593 3,595,018 SH   OTR 1 0 3,595,018 0
Micron Technology Inc common 595112103   34,370,389 505,224 SH   OTR 1 0 505,224 0
Cognizant Technology Solutions Corp common 192446102   7,751,285 114,427 SH   OTR 1 0 114,427 0
Tesla Inc common 88160R101   188,809,256 754,573 SH   OTR 1 0 754,573 0
Nio Inc - Adr common 62914V106   1,384,856 153,192 SH   OTR 1 0 153,192 0
Alibaba Group Holding-Sp Adr common 01609W102   37,650,451 434,061 SH   OTR 1 0 434,061 0
Grab Holdings Ltd common G4124C109   1,220,316 344,722 SH   OTR 1 0 344,722 0
Credicorp Ltd common G2519Y108   2,989,251 23,359 SH   OTR 1 0 23,359 0
Plug Power Inc common 72919P202   17,061,947 2,244,993 SH   OTR 1 0 2,244,993 0
Nvidia Corp common 67066G104   613,522,946 1,410,430 SH   OTR 1 0 1,410,430 0
Enphase Energy Inc common 29355A107   54,103,185 450,297 SH   OTR 1 0 450,297 0
Check Point Software Technologies Ltd common 001082411   233,066,336 1,748,697 SH   OTR 1 0 1,748,697 0
Criteo Sa-Spon Adr common 226718104   158,019,012 5,411,610 SH   OTR 1 0 5,411,610 0
Motorola Solutions Inc common 620076307   12,355,068 45,383 SH   OTR 1 0 45,383 0
Wells Fargo & Co common 949746101   97,888,874 2,395,714 SH   OTR 1 0 2,395,714 0
Zoetis Inc common 98978V103   43,128,250 247,892 SH   OTR 1 0 247,892 0
Hubbell Inc common 443510607   20,418,035 65,148 SH   OTR 1 0 65,148 0
Autodesk Inc common 052769106   29,534,540 142,741 SH   OTR 1 0 142,741 0
Fortive Corp common 34959J108   6,705,918 90,425 SH   OTR 1 0 90,425 0
EOG Resources Inc common 26875P101   19,487,449 153,735 SH   OTR 1 0 153,735 0
Keysight Technologies Inc common 49338L103   6,125,424 46,296 SH   OTR 1 0 46,296 0
Workday Inc common 98138H101   9,032,294 42,040 SH   OTR 1 0 42,040 0
O'Reilly Automotive Inc common 67103H107   19,566,847 21,529 SH   OTR 1 0 21,529 0
Owens Corning common 690742101   5,286,979 38,758 SH   OTR 1 0 38,758 0
Jazz Pharmaceuticals PLC common 00B4Q5ZN4   5,974,303 46,155 SH   OTR 1 0 46,155 0
ResMed Inc common 761152107   3,879,074 26,233 SH   OTR 1 0 26,233 0
Match Group Inc common 57667L107   2,842,812 72,567 SH   OTR 1 0 72,567 0
Cdw Corp/De common 12514G108   7,438,689 36,869 SH   OTR 1 0 36,869 0
Elevance Health Inc common 036752103   33,525,163 76,995 SH   OTR 1 0 76,995 0
Fedex Corp common 31428X106   18,303,588 69,091 SH   OTR 1 0 69,091 0
Humana Inc common 444859102   83,184,703 170,979 SH   OTR 1 0 170,979 0
Corning Inc common 219350105   4,634,578 152,103 SH   OTR 1 0 152,103 0
Splunk Inc common 848637104   5,586,165 38,196 SH   OTR 1 0 38,196 0
CoStar Group Inc common 22160N109   4,837,150 62,910 SH   OTR 1 0 62,910 0
Principal Financial Group Inc common 74251V102   5,112,358 70,936 SH   OTR 1 0 70,936 0
General Mills Inc common 370334104   9,301,522 145,359 SH   OTR 1 0 145,359 0
Entergy Corp common 29364G103   3,674,100 39,720 SH   OTR 1 0 39,720 0
ON Semiconductor Corp common 682189105   8,111,654 87,269 SH   OTR 1 0 87,269 0
Royalty Pharma PLC common 00BMVP7Y0   2,759,704 101,684 SH   OTR 1 0 101,684 0
Allstate Corp/The common 020002101   5,446,946 48,891 SH   OTR 1 0 48,891 0
Kla Corp common 482480100   18,340,437 39,987 SH   OTR 1 0 39,987 0
American Water Works Co Inc common 030420103   6,414,642 51,802 SH   OTR 1 0 51,802 0
Essex Property Trust Inc common 297178105   3,611,044 17,026 SH   OTR 1 0 17,026 0
Simon Property Group Inc common 828806109   6,945,033 64,288 SH   OTR 1 0 64,288 0
Illumina Inc common 452327109   4,613,706 33,608 SH   OTR 1 0 33,608 0
Otis Worldwide Corp common 68902V107   9,610,537 119,668 SH   OTR 1 0 119,668 0
Equitable Holdings Inc common 29452E101   2,332,437 82,157 SH   OTR 1 0 82,157 0
Loews Corp common 540424108   5,236,117 82,706 SH   OTR 1 0 82,706 0
Corteva Inc common 22052L104   6,888,899 134,654 SH   OTR 1 0 134,654 0
Steel Dynamics Inc common 858119100   5,692,631 53,093 SH   OTR 1 0 53,093 0
Truist Financial Corp common 89832Q109   7,685,018 268,613 SH   OTR 1 0 268,613 0
Masco Corp common 574599106   3,038,900 56,855 SH   OTR 1 0 56,855 0
Travelers Cos Inc/The common 89417E109   7,393,534 45,273 SH   OTR 1 0 45,273 0
American International Group Inc common 026874784   8,523,269 140,648 SH   OTR 1 0 140,648 0
Molson Coors Beverage Co common 60871R209   3,593,026 56,503 SH   OTR 1 0 56,503 0
Baxter International Inc common 071813109   3,171,066 84,024 SH   OTR 1 0 84,024 0
Capital One Financial Corp common 14040H105   7,669,279 79,024 SH   OTR 1 0 79,024 0
Mid-America Apartment Communities Inc common 59522J103   3,055,952 23,754 SH   OTR 1 0 23,754 0
Johnson Controls International PLC common 00BY7QL61   10,301,669 193,604 SH   OTR 1 0 193,604 0
First Horizon Natl common 320517105   1,129,186 102,467 SH   OTR 1 0 102,467 0
Sun Communities Inc common 866674104   1,978,053 16,715 SH   OTR 1 0 16,715 0
SBA Communications Corp common 78410G104   3,818,443 19,076 SH   OTR 1 0 19,076 0
Ch Robinson Worldwide Inc common 12541W209   1,875,567 21,776 SH   OTR 1 0 21,776 0
CenterPoint Energy Inc common 15189T107   3,632,805 135,300 SH   OTR 1 0 135,300 0
Wolfspeed Inc common 977852102   610,324 16,019 SH   OTR 1 0 16,019 0
Bio-Techne Corp common 09073M104   4,007,689 58,876 SH   OTR 1 0 58,876 0
Northern Trust Corp common 665859104   2,399,700 34,538 SH   OTR 1 0 34,538 0
Zillow Group Inc common 98954M200   1,220,424 26,439 SH   OTR 1 0 26,439 0
Martin Marietta Materials Inc common 573284106   4,806,721 11,710 SH   OTR 1 0 11,710 0
Caesars Entertainment Inc common 12769G100   1,364,451 29,438 SH   OTR 1 0 29,438 0
W R Berkley Corp common 084423102   2,464,999 38,825 SH   OTR 1 0 38,825 0
Camden Property Trust common 133131102   1,407,634 14,883 SH   OTR 1 0 14,883 0
SEI Investments Co common 784117103   1,198,938 19,906 SH   OTR 1 0 19,906 0
ConocoPhillips common 20825C104   32,103,165 267,973 SH   OTR 1 0 267,973 0
Ventyx Biosciences Inc common 92332V107   348,585 10,037 SH   OTR 1 0 10,037 0
Navitas Semiconductor Corp common 63942X106   656,699 94,489 SH   OTR 1 0 94,489 0
Archer Aviation Inc common 03945R102   1,401,989 277,073 SH   OTR 1 0 277,073 0
Rocket Lab USA Inc common 773122106   877,664 200,380 SH   OTR 1 0 200,380 0
Stem Inc common 85859N102   327,803 77,312 SH   OTR 1 0 77,312 0
SoFi Technologies Inc common 83406F102   788,941 98,741 SH   OTR 1 0 98,741 0