# EDGAR Filing Document

**Accession Number:** 0001632812
**File Stem:** 0001632812-26-000002
**Filing Date:** 2026-4
**Character Count:** 17417
**Document Hash:** ac1c34da036453016cb3c29b77fb76a1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001632812-26-000002.hdr.sgml**: 20260410

**ACCESSION NUMBER**: 0001632812-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260410

**DATE AS OF CHANGE**: 20260410

**EFFECTIVENESS DATE**: 20260410

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BDF-GESTION
- **CENTRAL INDEX KEY:** 0001632812

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** I0
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24219
- **FILM NUMBER:** 26853332

**BUSINESS ADDRESS:**
- **STREET 1:** 37 RUE DU LOUVRE
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75002
- **BUSINESS PHONE:** 33-142925597

**MAIL ADDRESS:**
- **STREET 1:** LOV-1545, 1, RUE DE LA VRILLIERE
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75001

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BDF-GESTION<br>**Address:** LOV-1545 1 RUE DE LA VRILLIERE<br>PARIS, I0 75001

**Form 13F File Number:** 028-24219

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mayama CISSOKHO<br>**Title:** Deputy Head of General Secretary<br>**Phone:** 33142925630

**Signature, Place, and Date of Signing:**

Mayama CISSOKHO  Paris, I0  04-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 144

**Form 13F Information Table Value Total:** $748555244

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 3580796 | 7285 | SH |  | SOLE |  | 7285 | 0 | 0 |
| PROLOGIS INC | COM | 74340W103 |  | 3936849 | 29784 | SH |  | SOLE |  | 29784 | 0 | 0 |
| INGREDION INC | COM | 457187102 |  | 1601237 | 14213 | SH |  | SOLE |  | 14213 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 2105272 | 3913 | SH |  | SOLE |  | 3913 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 2171077 | 4862 | SH |  | SOLE |  | 4862 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 9679175 | 44504 | SH |  | SOLE |  | 44504 | 0 | 0 |
| EBAY INC | COM | 278642103 |  | 2457540 | 27000 | SH |  | SOLE |  | 27000 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 4144058 | 8359 | SH |  | SOLE |  | 8359 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 3581080 | 57069 | SH |  | SOLE |  | 57069 | 0 | 0 |
| GENPACT LTD | SHS | G3922B907 |  | 1975777 | 53041 | SH |  | SOLE |  | 53041 | 0 | 0 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 1587716 | 7596 | SH |  | SOLE |  | 7596 | 0 | 0 |
| NVIDIA CORP | COM | 67066G104 |  | 76245413 | 437187 | SH |  | SOLE |  | 437187 | 0 | 0 |
| INTL BUSINESS MACHINES CORP | COM | 459200101 |  | 4426284 | 18261 | SH |  | SOLE |  | 18261 | 0 | 0 |
| JONES LANG LASALLE INC | COM | 48020Q107 |  | 2498467 | 8210 | SH |  | SOLE |  | 8210 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 2417684 | 4292 | SH |  | SOLE |  | 4292 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 5468531 | 3714 | SH |  | SOLE |  | 3714 | 0 | 0 |
| ACCENTURE PLC-CL A | SHS CLASS A | G1151C101 |  | 3115136 | 15710 | SH |  | SOLE |  | 15710 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 1882288 | 41098 | SH |  | SOLE |  | 41098 | 0 | 0 |
| VISA INC-CLASS A SHARES | COM CL A | 92826C839 |  | 10800546 | 35735 | SH |  | SOLE |  | 35735 | 0 | 0 |
| VENTAS INC | COM | 92276F100 |  | 2364178 | 28909 | SH |  | SOLE |  | 28909 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 17628420 | 59928 | SH |  | SOLE |  | 59928 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 2622917 | 15938 | SH |  | SOLE |  | 15938 | 0 | 0 |
| SIMON PROPERTY GROUP INC | COM | 828806109 |  | 2801867 | 15021 | SH |  | SOLE |  | 15021 | 0 | 0 |
| LITTELFUSE INC | COM | 537008104 |  | 2036100 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| AUTOLIV INC | COM | 052800109 |  | 1046027 | 9947 | SH |  | SOLE |  | 9947 | 0 | 0 |
| OMNICOM GROUP | COM | 681919106 |  | 2033370 | 27000 | SH |  | SOLE |  | 27000 | 0 | 0 |
| MSA SAFETY INC | COM | 553498106 |  | 1861488 | 11354 | SH |  | SOLE |  | 11354 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 2027339 | 12890 | SH |  | SOLE |  | 12890 | 0 | 0 |
| ROYALTY PHARMA PLC- CL A | SHS CLASS A | G7709Q104 |  | 1134443 | 23649 | SH |  | SOLE |  | 23649 | 0 | 0 |
| TRANSUNION | COM | 89400J107 |  | 1578293 | 22811 | SH |  | SOLE |  | 22811 | 0 | 0 |
| US BANCORP | COM NEW | 902973304 |  | 2340450 | 45000 | SH |  | SOLE |  | 45000 | 0 | 0 |
| JOHNSON CONTROLS INTERNATION | COM | 478160104 |  | 3003862 | 22939 | SH |  | SOLE |  | 22939 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 5948156 | 7031 | SH |  | SOLE |  | 7031 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F907 |  | 1310397 | 1696 | SH |  | SOLE |  | 1696 | 0 | 0 |
| HONEYWELL INTERNATIONAL INC | COM | 438516106 |  | 3429779 | 15174 | SH |  | SOLE |  | 15174 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 17201539 | 18702 | SH |  | SOLE |  | 18702 | 0 | 0 |
| NXP SEMICONDUCTORS NV | COM | N6596X109 |  | 834490 | 4239 | SH |  | SOLE |  | 4239 | 0 | 0 |
| STATE STREET CORP | COM | 857477103 |  | 2072293 | 16374 | SH |  | SOLE |  | 16374 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 3885705 | 37166 | SH |  | SOLE |  | 37166 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 4813990 | 31000 | SH |  | SOLE |  | 31000 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 2783164 | 14077 | SH |  | SOLE |  | 14077 | 0 | 0 |
| MCCORMICK  CO-NON VTG SHRS | COM NON VTG | 579780206 |  | 1672843 | 33165 | SH |  | SOLE |  | 33165 | 0 | 0 |
| STANLEY BLACK  DECKER INC | COM | 854502101 |  | 1273324 | 17919 | SH |  | SOLE |  | 17919 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 1563955 | 5863 | SH |  | SOLE |  | 5863 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 3082036 | 12874 | SH |  | SOLE |  | 12874 | 0 | 0 |
| TEXAS INSTRUMENTS INC | COM | 882508104 |  | 5043369 | 25978 | SH |  | SOLE |  | 25978 | 0 | 0 |
| REGAL REXNORD CORP | COM | 758750103 |  | 1872600 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| METLIFE INC | COM | 59156R108 |  | 2876395 | 40673 | SH |  | SOLE |  | 40673 | 0 | 0 |
| OWENS CORNING | COM | 690742101 |  | 1740827 | 16086 | SH |  | SOLE |  | 16086 | 0 | 0 |
| RESMED INC | COM | 761152107 |  | 2422139 | 10790 | SH |  | SOLE |  | 10790 | 0 | 0 |
| CISCO SYSTEMS INC | COM | 17275R102 |  | 5807922 | 74854 | SH |  | SOLE |  | 74854 | 0 | 0 |
| AMENTUM HOLDINGS INC | COM | 023939101 |  | 19612 | 752 | SH |  | SOLE |  | 752 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 7771671 | 23630 | SH |  | SOLE |  | 23630 | 0 | 0 |
| STRYKER CORP | COM | 863667101 |  | 2555773 | 7778 | SH |  | SOLE |  | 7778 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 7944586 | 82627 | SH |  | SOLE |  | 82627 | 0 | 0 |
| STERIS PLC | SHS USD | G8473T100 |  | 1648966 | 7457 | SH |  | SOLE |  | 7457 | 0 | 0 |
| MSCI INC | COM | 55354G100 |  | 1005254 | 1865 | SH |  | SOLE |  | 1865 | 0 | 0 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 2038962 | 7642 | SH |  | SOLE |  | 7642 | 0 | 0 |
| ENCOMPASS HEALTH CORP | COM | 29261A100 |  | 1847446 | 19099 | SH |  | SOLE |  | 19099 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 5728566 | 50512 | SH |  | SOLE |  | 50512 | 0 | 0 |
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 |  | 30482317 | 106262 | SH |  | SOLE |  | 106262 | 0 | 0 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 1653027 | 3493 | SH |  | SOLE |  | 3493 | 0 | 0 |
| DECKERS OUTDOOR CORP | COM | 243537107 |  | 1729655 | 17281 | SH |  | SOLE |  | 17281 | 0 | 0 |
| TRONOX HOLDINGS PLC | SHS | G9087Q102 |  | 544003 | 55681 | SH |  | SOLE |  | 55681 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 4347570 | 16067 | SH |  | SOLE |  | 16067 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 2623212 | 32100 | SH |  | SOLE |  | 32100 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 2088635 | 15361 | SH |  | SOLE |  | 15361 | 0 | 0 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 1483958 | 11659 | SH |  | SOLE |  | 11659 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 1481854 | 13001 | SH |  | SOLE |  | 13001 | 0 | 0 |
| BANK OF AMERICA CORP | COM | 060505104 |  | 5510993 | 113046 | SH |  | SOLE |  | 113046 | 0 | 0 |
| APPLIED MATERIALS INC | COM | 038222105 |  | 7262012 | 21247 | SH |  | SOLE |  | 21247 | 0 | 0 |
| ADVANCED MICRO DEVICES | COM | 007903107 |  | 4877234 | 23975 | SH |  | SOLE |  | 23975 | 0 | 0 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 2796021 | 47270 | SH |  | SOLE |  | 47270 | 0 | 0 |
| MONDELEZ INTERNATIONAL INC-A | CL A | 609207105 |  | 1690524 | 29329 | SH |  | SOLE |  | 29329 | 0 | 0 |
| REGENCY CENTERS CORP | COM | 758849103 |  | 1312020 | 17341 | SH |  | SOLE |  | 17341 | 0 | 0 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 4855880 | 47296 | SH |  | SOLE |  | 47296 | 0 | 0 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 1372446 | 24078 | SH |  | SOLE |  | 24078 | 0 | 0 |
| CF INDUSTRIES HOLDINGS INC | COM | 125269100 |  | 2986320 | 23000 | SH |  | SOLE |  | 23000 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 72618709 | 286137 | SH |  | SOLE |  | 286137 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 2134757 | 632 | SH |  | SOLE |  | 632 | 0 | 0 |
| CENCORA INC | COM | 03073E105 |  | 3683606 | 11726 | SH |  | SOLE |  | 11726 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 3559532 | 9952 | SH |  | SOLE |  | 9952 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 6829001 | 31962 | SH |  | SOLE |  | 31962 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 5516866 | 17341 | SH |  | SOLE |  | 17341 | 0 | 0 |
| MONGODB INC | CL A | 60937P106 |  | 1480124 | 6047 | SH |  | SOLE |  | 6047 | 0 | 0 |
| NASDAQ OMX GROUP/THE | COM | 631103108 |  | 2411046 | 28402 | SH |  | SOLE |  | 28402 | 0 | 0 |
| AMERIPRISE FINANCIAL INC | COM | 03076C106 |  | 1826484 | 4110 | SH |  | SOLE |  | 4110 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 3380141 | 24253 | SH |  | SOLE |  | 24253 | 0 | 0 |
| PACKAGING CORP OF AMERICA | COM | 695156109 |  | 1601412 | 7546 | SH |  | SOLE |  | 7546 | 0 | 0 |
| MODERNA INC | COM | 60770K107 |  | 981608 | 19323 | SH |  | SOLE |  | 19323 | 0 | 0 |
| MERCK  CO. INC. | COM | 58933Y105 |  | 5680575 | 47224 | SH |  | SOLE |  | 47224 | 0 | 0 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 2024484 | 21694 | SH |  | SOLE |  | 21694 | 0 | 0 |
| MASTERCARD INC - A | CL A | 57636Q104 |  | 7201600 | 14413 | SH |  | SOLE |  | 14413 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 2973600 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| SERVICE CORP INTERNATIONAL | COM | 817565104 |  | 2475300 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| APTIV PLC | COM SHS | G3265R107 |  | 1857242 | 26746 | SH |  | SOLE |  | 26746 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 3293442 | 80230 | SH |  | SOLE |  | 80230 | 0 | 0 |
| META PLATFORMS INC-CLASS A | CL A | 30303M102 |  | 26951900 | 47108 | SH |  | SOLE |  | 47108 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 2609461 | 6135 | SH |  | SOLE |  | 6135 | 0 | 0 |
| CADENCE DESIGN SYS INC | COM | 127387108 |  | 3087691 | 11112 | SH |  | SOLE |  | 11112 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 3980699 | 18953 | SH |  | SOLE |  | 18953 | 0 | 0 |
| UNITED RENTALS INC | COM | 911363109 |  | 2089510 | 2868 | SH |  | SOLE |  | 2868 | 0 | 0 |
| BLACKROCK INC | COM | 09247F209 |  | 3918007 | 4074 | SH |  | SOLE |  | 4074 | 0 | 0 |
| BROADRIDGE FINANCIAL SOLUTIO | COM | 11133T103 |  | 2019301 | 12428 | SH |  | SOLE |  | 12428 | 0 | 0 |
| AUTOMATIC DATA PROCESSING | COM | 053015103 |  | 2637683 | 12982 | SH |  | SOLE |  | 12982 | 0 | 0 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 1361873 | 4652 | SH |  | SOLE |  | 4652 | 0 | 0 |
| AMPHENOL CORP-CL A | CL A | 032095101 |  | 2226792 | 17624 | SH |  | SOLE |  | 17624 | 0 | 0 |
| ILLINOIS TOOL WORKS | COM | 452308109 |  | 1174168 | 4511 | SH |  | SOLE |  | 4511 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 6189252 | 13426 | SH |  | SOLE |  | 13426 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 2376388 | 39182 | SH |  | SOLE |  | 39182 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 3655773 | 12086 | SH |  | SOLE |  | 12086 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 30233865 | 97683 | SH |  | SOLE |  | 97683 | 0 | 0 |
| GENERAL MOTORS CO | COM | 37045V100 |  | 3057704 | 41043 | SH |  | SOLE |  | 41043 | 0 | 0 |
| ATLASSIAN CORP-CL A | CL A | 049468101 |  | 1305008 | 19121 | SH |  | SOLE |  | 19121 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 |  | 908536 | 1430 | SH |  | SOLE |  | 1430 | 0 | 0 |
| WALT DISNEY CO/THE | COM | 254687106 |  | 2825476 | 29316 | SH |  | SOLE |  | 29316 | 0 | 0 |
| AIR PRODUCTS  CHEMICALS INC | COM | 009158106 |  | 1521877 | 5239 | SH |  | SOLE |  | 5239 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC-A | CL A | 69608A108 |  | 6491468 | 44377 | SH |  | SOLE |  | 44377 | 0 | 0 |
| ARISTA NETWORKS INC | COM | 040413205 |  | 3314078 | 26992 | SH |  | SOLE |  | 26992 | 0 | 0 |
| COLGATE-PALMOLIVE CO | COM | 194162103 |  | 2154444 | 25278 | SH |  | SOLE |  | 25278 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 3945713 | 136106 | SH |  | SOLE |  | 136106 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 6911816 | 46984 | SH |  | SOLE |  | 46984 | 0 | 0 |
| REPUBLIC SERVICES INC | COM | 760759100 |  | 3018972 | 13784 | SH |  | SOLE |  | 13784 | 0 | 0 |
| CROWDSTRIKE HOLDINGS INC - A | CL A | 22788C105 |  | 3455519 | 8851 | SH |  | SOLE |  | 8851 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 4088801 | 25504 | SH |  | SOLE |  | 25504 | 0 | 0 |
| MARRIOTT INTERNATIONAL -CL A | CL A | 571903202 |  | 2523345 | 7715 | SH |  | SOLE |  | 7715 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 3905042 | 18834 | SH |  | SOLE |  | 18834 | 0 | 0 |
| PROCTER  GAMBLE CO/THE | COM | 742718109 |  | 5530030 | 38286 | SH |  | SOLE |  | 38286 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 1275500 | 6722 | SH |  | SOLE |  | 6722 | 0 | 0 |
| COCA-COLA CO/THE | COM | 191216100 |  | 5492939 | 72228 | SH |  | SOLE |  | 72228 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 3742123 | 8623 | SH |  | SOLE |  | 8623 | 0 | 0 |
| WABTEC CORP | COM | 929740108 |  | 2098244 | 8396 | SH |  | SOLE |  | 8396 | 0 | 0 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 1444942 | 18746 | SH |  | SOLE |  | 18746 | 0 | 0 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 |  | 3316381 | 24524 | SH |  | SOLE |  | 24524 | 0 | 0 |
| CATERPILLAR INC | COM | 149123951 |  | 5717981 | 8071 | SH |  | SOLE |  | 8071 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 5511058 | 29523 | SH |  | SOLE |  | 29523 | 0 | 0 |
| SEAGATE TECHNOLOGY HOLDINGS | ORD SHS | G7997R103 |  | 834841 | 2131 | SH |  | SOLE |  | 2131 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 2130062 | 2173 | SH |  | SOLE |  | 2173 | 0 | 0 |
| DANAHER CORP | COM | 235851102 |  | 2533056 | 13360 | SH |  | SOLE |  | 13360 | 0 | 0 |
| WESTERN DIGITAL CORP | COM | 958102105 |  | 910469 | 3366 | SH |  | SOLE |  | 3366 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 5714901 | 16916 | SH |  | SOLE |  | 16916 | 0 | 0 |
| ROYAL GOLD INC | COM | 780287108 |  | 3777141 | 14842 | SH |  | SOLE |  | 14842 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 55826078 | 150812 | SH |  | SOLE |  | 150812 | 0 | 0 |
| ADVANCED DRAINAGE SYSTEMS IN | COM | 00790R104 |  | 1782690 | 13000 | SH |  | SOLE |  | 13000 | 0 | 0 |

---