# EDGAR Filing Document

**Accession Number:** 0001603328
**File Stem:** 0001603328-25-000009
**Filing Date:** 2025-11
**Character Count:** 57249
**Document Hash:** e145c5732d911591fe2236ed5f3dc5eb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001603328-25-000009.hdr.sgml**: 20251110

**ACCESSION NUMBER**: 0001603328-25-000009

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251110

**DATE AS OF CHANGE**: 20251110

**EFFECTIVENESS DATE**: 20251110

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FORSTA AP-FONDEN
- **CENTRAL INDEX KEY:** 0001603328

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** V7
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17190
- **FILM NUMBER:** 251464837

**BUSINESS ADDRESS:**
- **STREET 1:** REGERINGSGATAN 67
- **CITY:** STOCKHOLM
- **STATE:** V7
- **ZIP:** 11156
- **BUSINESS PHONE:** 0046856620200

**MAIL ADDRESS:**
- **STREET 1:** BOX 16294
- **CITY:** STOCKHOLM
- **STATE:** V7
- **ZIP:** 10325

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**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:** FORSTA AP-FONDEN<br>**Address:** BOX 16294<br>STOCKHOLM, V7 10325

**Form 13F File Number:** 028-17190

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:** Henrik Dubois<br>**Title:** CFO<br>**Phone:** 0709681253

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

Henrik Dubois  Stockholm, V7  11-10-2025<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:** 550

**Form 13F Information Table Value Total:** $16860671189

      (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 |
| 3M Co | COM | 88579Y101 |  | 33946246 | 218754 | SH |  | SOLE |  | 218754 | 0 | 0 |
| AECOM | COM | 00766T100 |  | 11076903 | 84900 | SH |  | SOLE |  | 84900 | 0 | 0 |
| AMETEK Inc | COM | 031100100 |  | 8723200 | 46400 | SH |  | SOLE |  | 46400 | 0 | 0 |
| AT Inc | COM | 00206R102 |  | 46725904 | 1654600 | SH |  | SOLE |  | 1654600 | 0 | 0 |
| AbbVie Inc | COM | 00287Y109 |  | 101035257 | 436362 | SH |  | SOLE |  | 436362 | 0 | 0 |
| Abbott Laboratories | COM | 002824100 |  | 75435008 | 563200 | SH |  | SOLE |  | 563200 | 0 | 0 |
| Accenture PLC | SHS CLASS A | G1151C101 |  | 45184271 | 183229 | SH |  | SOLE |  | 183229 | 0 | 0 |
| Adobe Inc | COM | 00724F101 |  | 43952650 | 124600 | SH |  | SOLE |  | 124600 | 0 | 0 |
| Advanced Micro Devices Inc | COM | 007903107 |  | 62153408 | 384161 | SH |  | SOLE |  | 384161 | 0 | 0 |
| AerCap Holdings NV | SHS | N00985106 |  | 3920400 | 32400 | SH |  | SOLE |  | 32400 | 0 | 0 |
| Affirm Holdings Inc | COM CL A | 00827B106 |  | 6811056 | 93200 | SH |  | SOLE |  | 93200 | 0 | 0 |
| Aflac Inc | COM | 001055102 |  | 12119450 | 108500 | SH |  | SOLE |  | 108500 | 0 | 0 |
| Agilent Technologies Inc | COM | 00846U101 |  | 10062640 | 78400 | SH |  | SOLE |  | 78400 | 0 | 0 |
| Agnico Eagle Mines Ltd | COM | 008474108 |  | 18008739 | 106900 | SH |  | SOLE |  | 106900 | 0 | 0 |
| Air Products and Chemicals Inc | COM | 009158106 |  | 12736024 | 46700 | SH |  | SOLE |  | 46700 | 0 | 0 |
| Airbnb Inc | COM CL A | 009066101 |  | 11255634 | 92700 | SH |  | SOLE |  | 92700 | 0 | 0 |
| Akamai Technologies Inc | COM | 00971T101 |  | 2204616 | 29100 | SH |  | SOLE |  | 29100 | 0 | 0 |
| Alamos Gold Inc | COM CL A | 011532108 |  | 3029696 | 86900 | SH |  | SOLE |  | 86900 | 0 | 0 |
| Alcon AG | ORD SHS | H01301128 |  | 0 | 117509 | SH |  | SOLE |  | 117509 | 0 | 0 |
| Alexandria Real Estate Equitie | COM | 015271109 |  | 3841974 | 46100 | SH |  | SOLE |  | 46100 | 0 | 0 |
| Align Technology Inc | COM | 016255101 |  | 1828212 | 14600 | SH |  | SOLE |  | 14600 | 0 | 0 |
| Allegion plc | ORD SHS | G0176J109 |  | 3422855 | 19300 | SH |  | SOLE |  | 19300 | 0 | 0 |
| Alliant Energy Corp | COM | 018802108 |  | 4118751 | 61100 | SH |  | SOLE |  | 61100 | 0 | 0 |
| Allstate Corp/The | COM | 020002101 |  | 26895645 | 125300 | SH |  | SOLE |  | 125300 | 0 | 0 |
| Alnylam Pharmaceuticals Inc | COM | 02043Q107 |  | 12722400 | 27900 | SH |  | SOLE |  | 27900 | 0 | 0 |
| Alphabet Inc | CAP STK CL C | 02079K107 |  | 333541725 | 1369500 | SH |  | SOLE |  | 1369500 | 0 | 0 |
| Alphabet Inc | CAP STK CL A | 02079K305 |  | 396520410 | 1631100 | SH |  | SOLE |  | 1631100 | 0 | 0 |
| Amazon.com Inc | COM | 023135106 |  | 589238052 | 2683600 | SH |  | SOLE |  | 2683600 | 0 | 0 |
| Amcor PLC | ORD | G0250X107 |  | 4993890 | 610500 | SH |  | SOLE |  | 610500 | 0 | 0 |
| Ameren Corp | COM | 023608102 |  | 5887032 | 56400 | SH |  | SOLE |  | 56400 | 0 | 0 |
| American Electric Power Co Inc | COM | 025537101 |  | 28158750 | 250300 | SH |  | SOLE |  | 250300 | 0 | 0 |
| American Express Co | COM | 025816109 |  | 55802880 | 168000 | SH |  | SOLE |  | 168000 | 0 | 0 |
| American Homes 4 Rent | CL A | 02665T306 |  | 2949275 | 88700 | SH |  | SOLE |  | 88700 | 0 | 0 |
| American International Group I | COM NEW | 026874784 |  | 9377676 | 119400 | SH |  | SOLE |  | 119400 | 0 | 0 |
| American Tower Corp | COM | 03027X100 |  | 36310016 | 188800 | SH |  | SOLE |  | 188800 | 0 | 0 |
| American Water Works Co Inc | COM | 030420103 |  | 5539762 | 39800 | SH |  | SOLE |  | 39800 | 0 | 0 |
| Ameriprise Financial Inc | COM | 03076C106 |  | 23923875 | 48700 | SH |  | SOLE |  | 48700 | 0 | 0 |
| Amgen Inc | COM | 031162100 |  | 32735200 | 116000 | SH |  | SOLE |  | 116000 | 0 | 0 |
| Amphenol Corp | CL A | 032095101 |  | 38733750 | 313000 | SH |  | SOLE |  | 313000 | 0 | 0 |
| Amrize Ltd | SHS | H2927K103 |  | 0 | 95157 | SH |  | SOLE |  | 95157 | 0 | 0 |
| Analog Devices Inc | COM | 032654105 |  | 26633880 | 108400 | SH |  | SOLE |  | 108400 | 0 | 0 |
| Annaly Capital Management Inc | COM NEW | 035710839 |  | 8393213 | 415300 | SH |  | SOLE |  | 415300 | 0 | 0 |
| Aon PLC | SHS CL A | G0403H108 |  | 17115840 | 48000 | SH |  | SOLE |  | 48000 | 0 | 0 |
| Apollo Global Management Inc | COM | 03769M106 |  | 11781068 | 88400 | SH |  | SOLE |  | 88400 | 0 | 0 |
| AppLovin Corp | COM CL A | 03831W108 |  | 59423258 | 82700 | SH |  | SOLE |  | 82700 | 0 | 0 |
| Apple Inc | COM | 037833100 |  | 1053658940 | 4138000 | SH |  | SOLE |  | 4138000 | 0 | 0 |
| Applied Materials Inc | COM | 038222105 |  | 44019100 | 215000 | SH |  | SOLE |  | 215000 | 0 | 0 |
| Aptiv PLC | COM SHS | G3265R107 |  | 3586752 | 41600 | SH |  | SOLE |  | 41600 | 0 | 0 |
| Arch Capital Group Ltd | ORD | G0450A105 |  | 6541633 | 72100 | SH |  | SOLE |  | 72100 | 0 | 0 |
| Archer-Daniels-Midland Co | COM | 039483102 |  | 6260752 | 104800 | SH |  | SOLE |  | 104800 | 0 | 0 |
| Ares Management Corp | CL A COM STK | 03990B101 |  | 7770654 | 48600 | SH |  | SOLE |  | 48600 | 0 | 0 |
| Arista Networks Inc | COM SHS | 040413205 |  | 47414034 | 325400 | SH |  | SOLE |  | 325400 | 0 | 0 |
| Arthur J Gallagher  Co | COM | 363576109 |  | 21279138 | 68700 | SH |  | SOLE |  | 68700 | 0 | 0 |
| Atlassian Corp | CL A | 049468101 |  | 5860990 | 36700 | SH |  | SOLE |  | 36700 | 0 | 0 |
| Atmos Energy Corp | COM | 049560105 |  | 13608775 | 79700 | SH |  | SOLE |  | 79700 | 0 | 0 |
| AutoZone Inc | COM | 053332102 |  | 15444864 | 3600 | SH |  | SOLE |  | 3600 | 0 | 0 |
| Autodesk Inc | COM | 052769106 |  | 25191231 | 79300 | SH |  | SOLE |  | 79300 | 0 | 0 |
| Automatic Data Processing Inc | COM | 053015103 |  | 43584750 | 148500 | SH |  | SOLE |  | 148500 | 0 | 0 |
| AvalonBay Communities Inc | COM | 053484101 |  | 15183162 | 78600 | SH |  | SOLE |  | 78600 | 0 | 0 |
| Avery Dennison Corp | COM | 053611109 |  | 8205802 | 50600 | SH |  | SOLE |  | 50600 | 0 | 0 |
| Axon Enterprise Inc | COM | 05464C101 |  | 11554004 | 16100 | SH |  | SOLE |  | 16100 | 0 | 0 |
| BCE Inc | COM NEW | 05534B760 |  | 30384 | 1300 | SH |  | SOLE |  | 1300 | 0 | 0 |
| BXP Inc | COM | 101121101 |  | 3560886 | 47900 | SH |  | SOLE |  | 47900 | 0 | 0 |
| Ball Corp | COM | 058498106 |  | 2611756 | 51800 | SH |  | SOLE |  | 51800 | 0 | 0 |
| Bank of America Corp | COM | 060505104 |  | 90576563 | 1755700 | SH |  | SOLE |  | 1755700 | 0 | 0 |
| Bank of Montreal | COM | 063671101 |  | 27970181 | 214600 | SH |  | SOLE |  | 214600 | 0 | 0 |
| Bank of New York Mellon Corp/T | COM | 064058100 |  | 20353728 | 186800 | SH |  | SOLE |  | 186800 | 0 | 0 |
| Bank of Nova Scotia/The | COM | 064149107 |  | 23639029 | 365500 | SH |  | SOLE |  | 365500 | 0 | 0 |
| Barrick Mining Corp | COM SHS | 06849F108 |  | 15175694 | 461944 | SH |  | SOLE |  | 461944 | 0 | 0 |
| Baxter International Inc | COM | 071813109 |  | 2322540 | 102000 | SH |  | SOLE |  | 102000 | 0 | 0 |
| Becton Dickinson  Co | COM | 075887109 |  | 13850580 | 74000 | SH |  | SOLE |  | 74000 | 0 | 0 |
| Bentley Systems Inc | COM CL B | 08265T208 |  | 1873872 | 36400 | SH |  | SOLE |  | 36400 | 0 | 0 |
| Berkshire Hathaway Inc | CL B NEW | 084670702 |  | 176612562 | 351300 | SH |  | SOLE |  | 351300 | 0 | 0 |
| Best Buy Co Inc | COM | 086516101 |  | 4196910 | 55500 | SH |  | SOLE |  | 55500 | 0 | 0 |
| BioMarin Pharmaceutical Inc | COM | 09061G101 |  | 1781864 | 32900 | SH |  | SOLE |  | 32900 | 0 | 0 |
| Biogen Inc | COM | 09062X103 |  | 3530016 | 25200 | SH |  | SOLE |  | 25200 | 0 | 0 |
| Blackrock Inc | COM | 09290D101 |  | 41504972 | 35600 | SH |  | SOLE |  | 35600 | 0 | 0 |
| Blackstone Inc | COM | 09260D107 |  | 30753000 | 180000 | SH |  | SOLE |  | 180000 | 0 | 0 |
| Block Inc | CL A | 852234103 |  | 20539134 | 284200 | SH |  | SOLE |  | 284200 | 0 | 0 |
| Booking Holdings Inc | COM | 09857L108 |  | 51293065 | 9500 | SH |  | SOLE |  | 9500 | 0 | 0 |
| Booz Allen Hamilton Holding Co | CL A | 099502106 |  | 8005995 | 80100 | SH |  | SOLE |  | 80100 | 0 | 0 |
| Boston Scientific Corp | COM | 101137107 |  | 35742343 | 366100 | SH |  | SOLE |  | 366100 | 0 | 0 |
| Bristol-Myers Squibb Co | COM | 110122108 |  | 20001850 | 443500 | SH |  | SOLE |  | 443500 | 0 | 0 |
| Broadcom Inc | COM | 11135F101 |  | 400853846 | 1215040 | SH |  | SOLE |  | 1215040 | 0 | 0 |
| Broadridge Financial Solutions | COM | 11133T103 |  | 18529626 | 77800 | SH |  | SOLE |  | 77800 | 0 | 0 |
| Brookfield Asset Management Lt | CL A LMT VTG SHS | 113004105 |  | 5310737 | 93300 | SH |  | SOLE |  | 93300 | 0 | 0 |
| Brookfield Corp | CL A LTD VT SH | 11271J107 |  | 19325847 | 281600 | SH |  | SOLE |  | 281600 | 0 | 0 |
| Brookfield Renewable Corp | CL A EX SUB VTG | 11285B108 |  | 1776740 | 51600 | SH |  | SOLE |  | 51600 | 0 | 0 |
| Brown  Brown Inc | COM | 115236101 |  | 5486715 | 58500 | SH |  | SOLE |  | 58500 | 0 | 0 |
| Builders FirstSource Inc | COM | 12008R107 |  | 2922125 | 24100 | SH |  | SOLE |  | 24100 | 0 | 0 |
| Bunge Global SA | COM SHS | H11356104 |  | 2640625 | 32500 | SH |  | SOLE |  | 32500 | 0 | 0 |
| Burlington Stores Inc | COM | 122017106 |  | 3537550 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| CAE Inc | COM | 124765108 |  | 5822830 | 196600 | SH |  | SOLE |  | 196600 | 0 | 0 |
| CBRE Group Inc | CL A | 12504L109 |  | 10036572 | 63700 | SH |  | SOLE |  | 63700 | 0 | 0 |
| CDW Corp/DE | COM | 12514G108 |  | 3982000 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| CGI Inc | CL A SUB VTG | 12532H104 |  | 9603915 | 107800 | SH |  | SOLE |  | 107800 | 0 | 0 |
| CH Robinson Worldwide Inc | COM NEW | 12541W209 |  | 10711160 | 80900 | SH |  | SOLE |  | 80900 | 0 | 0 |
| CIBC | COM | 136069101 |  | 18071425 | 226100 | SH |  | SOLE |  | 226100 | 0 | 0 |
| CME Group Inc | COM | 12572Q105 |  | 20237231 | 74900 | SH |  | SOLE |  | 74900 | 0 | 0 |
| CMS Energy Corp | COM | 125896100 |  | 5472522 | 74700 | SH |  | SOLE |  | 74700 | 0 | 0 |
| CNH Industrial NV | SHS | N20944109 |  | 2150470 | 198200 | SH |  | SOLE |  | 198200 | 0 | 0 |
| CRH PLC | ORD | G25508105 |  | 36503915 | 304453 | SH |  | SOLE |  | 304453 | 0 | 0 |
| CSX Corp | COM | 126408103 |  | 13277189 | 373900 | SH |  | SOLE |  | 373900 | 0 | 0 |
| CVS Health Corp | COM | 126650100 |  | 20875491 | 276900 | SH |  | SOLE |  | 276900 | 0 | 0 |
| Cadence Design Systems Inc | COM | 127387108 |  | 21005348 | 59800 | SH |  | SOLE |  | 59800 | 0 | 0 |
| Camden Property Trust | SH BEN INT | 133131102 |  | 2018142 | 18900 | SH |  | SOLE |  | 18900 | 0 | 0 |
| Canadian National Railway Co | COM | 136375102 |  | 10469771 | 111000 | SH |  | SOLE |  | 111000 | 0 | 0 |
| Canadian Pacific Kansas City L | COM | 13646K108 |  | 13565233 | 182100 | SH |  | SOLE |  | 182100 | 0 | 0 |
| Capital One Financial Corp | COM | 14040H105 |  | 28930863 | 136094 | SH |  | SOLE |  | 136094 | 0 | 0 |
| Cardinal Health Inc | COM | 14149Y108 |  | 22649328 | 144300 | SH |  | SOLE |  | 144300 | 0 | 0 |
| Carlisle Cos Inc | COM | 142339100 |  | 9572736 | 29100 | SH |  | SOLE |  | 29100 | 0 | 0 |
| Carlyle Group Inc/The | COM | 14316J108 |  | 10132320 | 161600 | SH |  | SOLE |  | 161600 | 0 | 0 |
| Carnival Corp | UNIT 99/99/9999 | 143658300 |  | 10135846 | 350600 | SH |  | SOLE |  | 350600 | 0 | 0 |
| Carrier Global Corp | COM | 14448C104 |  | 10154970 | 170100 | SH |  | SOLE |  | 170100 | 0 | 0 |
| Carvana Co | CL A | 146869102 |  | 9921412 | 26300 | SH |  | SOLE |  | 26300 | 0 | 0 |
| Caterpillar Inc | COM | 149123101 |  | 65464980 | 137200 | SH |  | SOLE |  | 137200 | 0 | 0 |
| Cboe Global Markets Inc | COM | 12503M108 |  | 12336075 | 50300 | SH |  | SOLE |  | 50300 | 0 | 0 |
| Celestica Inc | COM | 15101Q207 |  | 18829204 | 76500 | SH |  | SOLE |  | 76500 | 0 | 0 |
| Cencora Inc | COM | 03073E105 |  | 28399601 | 90870 | SH |  | SOLE |  | 90870 | 0 | 0 |
| Centene Corp | COM | 15135B101 |  | 3450256 | 96700 | SH |  | SOLE |  | 96700 | 0 | 0 |
| CenterPoint Energy Inc | COM | 15189T107 |  | 5245760 | 135200 | SH |  | SOLE |  | 135200 | 0 | 0 |
| Charles Schwab Corp/The | COM | 808513105 |  | 44489115 | 466001 | SH |  | SOLE |  | 466001 | 0 | 0 |
| Charter Communications Inc | CL A | 16119P108 |  | 4786827 | 17400 | SH |  | SOLE |  | 17400 | 0 | 0 |
| Chipotle Mexican Grill Inc | COM | 169656105 |  | 11318072 | 288800 | SH |  | SOLE |  | 288800 | 0 | 0 |
| Chubb Ltd | COM | H1467J104 |  | 21535675 | 76300 | SH |  | SOLE |  | 76300 | 0 | 0 |
| Church  Dwight Co Inc | COM | 171340102 |  | 4048506 | 46200 | SH |  | SOLE |  | 46200 | 0 | 0 |
| Cigna Group/The | COM | 125523100 |  | 22915875 | 79500 | SH |  | SOLE |  | 79500 | 0 | 0 |
| Cincinnati Financial Corp | COM | 172062101 |  | 4743000 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| Cintas Corp | COM | 172908105 |  | 24425940 | 119000 | SH |  | SOLE |  | 119000 | 0 | 0 |
| Cisco Systems Inc | COM | 17275R102 |  | 68132636 | 995800 | SH |  | SOLE |  | 995800 | 0 | 0 |
| Citigroup Inc | COM NEW | 172967424 |  | 40397000 | 398000 | SH |  | SOLE |  | 398000 | 0 | 0 |
| Citizens Financial Group Inc | COM | 174610105 |  | 5262840 | 99000 | SH |  | SOLE |  | 99000 | 0 | 0 |
| Clorox Co/The | COM | 189054109 |  | 10801080 | 87600 | SH |  | SOLE |  | 87600 | 0 | 0 |
| Cloudflare Inc | CL A COM | 18915M107 |  | 14377530 | 67000 | SH |  | SOLE |  | 67000 | 0 | 0 |
| CoStar Group Inc | COM | 22160N109 |  | 7188324 | 85200 | SH |  | SOLE |  | 85200 | 0 | 0 |
| Coca-Cola Co/The | COM | 191216100 |  | 65491000 | 987500 | SH |  | SOLE |  | 987500 | 0 | 0 |
| Coca-Cola Europacific Partners | SHS | G25839104 |  | 4176942 | 46200 | SH |  | SOLE |  | 46200 | 0 | 0 |
| Cognizant Technology Solutions | CL A | 192446102 |  | 6596871 | 98358 | SH |  | SOLE |  | 98358 | 0 | 0 |
| Coinbase Global Inc | COM CL A | 19260Q107 |  | 14647066 | 43400 | SH |  | SOLE |  | 43400 | 0 | 0 |
| Colgate-Palmolive Co | COM | 194162103 |  | 27667234 | 346100 | SH |  | SOLE |  | 346100 | 0 | 0 |
| Comcast Corp | CL A | 20030N101 |  | 32489160 | 1034028 | SH |  | SOLE |  | 1034028 | 0 | 0 |
| Consolidated Edison Inc | COM | 209115104 |  | 7880768 | 78400 | SH |  | SOLE |  | 78400 | 0 | 0 |
| Constellation Brands Inc | CL A | 21036P108 |  | 3865029 | 28700 | SH |  | SOLE |  | 28700 | 0 | 0 |
| Constellation Energy Corp | COM | 21037T109 |  | 39817470 | 121000 | SH |  | SOLE |  | 121000 | 0 | 0 |
| Cooper Cos Inc/The | COM | 216648501 |  | 2728688 | 39800 | SH |  | SOLE |  | 39800 | 0 | 0 |
| Copart Inc | COM | 217204106 |  | 9079443 | 201900 | SH |  | SOLE |  | 201900 | 0 | 0 |
| Corebridge Financial Inc | COM | 21871X109 |  | 1823645 | 56900 | SH |  | SOLE |  | 56900 | 0 | 0 |
| Corning Inc | COM | 219350105 |  | 14018927 | 170900 | SH |  | SOLE |  | 170900 | 0 | 0 |
| Corpay Inc | COM SHS | 219948106 |  | 3687168 | 12800 | SH |  | SOLE |  | 12800 | 0 | 0 |
| Corteva Inc | COM | 22052L104 |  | 9664327 | 142900 | SH |  | SOLE |  | 142900 | 0 | 0 |
| Costco Wholesale Corp | COM | 22160K105 |  | 112371482 | 121400 | SH |  | SOLE |  | 121400 | 0 | 0 |
| Crowdstrike Holdings Inc | CL A | 22788C105 |  | 26333406 | 53700 | SH |  | SOLE |  | 53700 | 0 | 0 |
| Crown Castle Inc | COM | 22822V101 |  | 9465669 | 98100 | SH |  | SOLE |  | 98100 | 0 | 0 |
| Crown Holdings Inc | COM | 228368106 |  | 7389135 | 76500 | SH |  | SOLE |  | 76500 | 0 | 0 |
| Cummins Inc | COM | 231021106 |  | 27851078 | 65940 | SH |  | SOLE |  | 65940 | 0 | 0 |
| CureVac NV | COM | N2451R105 |  | 0 | 156252 | SH |  | SOLE |  | 156252 | 0 | 0 |
| DR Horton Inc | COM | 23331A109 |  | 9507267 | 56100 | SH |  | SOLE |  | 56100 | 0 | 0 |
| DTE Energy Co | COM | 233331107 |  | 8966662 | 63400 | SH |  | SOLE |  | 63400 | 0 | 0 |
| DaVita Inc | COM | 23918K108 |  | 2458095 | 18500 | SH |  | SOLE |  | 18500 | 0 | 0 |
| Danaher Corp | COM | 235851102 |  | 27443546 | 138422 | SH |  | SOLE |  | 138422 | 0 | 0 |
| Darden Restaurants Inc | COM | 237194105 |  | 7024284 | 36900 | SH |  | SOLE |  | 36900 | 0 | 0 |
| Datadog Inc | CL A COM | 23804L103 |  | 8885760 | 62400 | SH |  | SOLE |  | 62400 | 0 | 0 |
| Deckers Outdoor Corp | COM | 243537107 |  | 10289055 | 101500 | SH |  | SOLE |  | 101500 | 0 | 0 |
| Deere  Co | COM | 244199105 |  | 25195026 | 55100 | SH |  | SOLE |  | 55100 | 0 | 0 |
| Dell Technologies Inc | CL C | 24703L202 |  | 9810484 | 69200 | SH |  | SOLE |  | 69200 | 0 | 0 |
| Delta Air Lines Inc | COM NEW | 247361702 |  | 1787625 | 31500 | SH |  | SOLE |  | 31500 | 0 | 0 |
| Descartes Systems Group Inc/Th | COM | 249906108 |  | 1403260 | 14900 | SH |  | SOLE |  | 14900 | 0 | 0 |
| Deutsche Bank AG | NAMEN AKT | D18190898 |  | 0 | 374805 | SH |  | SOLE |  | 374805 | 0 | 0 |
| Dexcom Inc | COM | 252131107 |  | 6668439 | 99100 | SH |  | SOLE |  | 99100 | 0 | 0 |
| Dick's Sporting Goods Inc | COM | 253393102 |  | 2999970 | 13500 | SH |  | SOLE |  | 13500 | 0 | 0 |
| Digital Realty Trust Inc | COM | 253868103 |  | 12758544 | 73800 | SH |  | SOLE |  | 73800 | 0 | 0 |
| Docusign Inc | COM | 256163106 |  | 9652851 | 133900 | SH |  | SOLE |  | 133900 | 0 | 0 |
| Dollar General Corp | COM | 256677105 |  | 4650750 | 45000 | SH |  | SOLE |  | 45000 | 0 | 0 |
| Dollar Tree Inc | COM | 256746108 |  | 8842469 | 93700 | SH |  | SOLE |  | 93700 | 0 | 0 |
| Dominion Energy Inc | COM | 25746U109 |  | 12325755 | 201500 | SH |  | SOLE |  | 201500 | 0 | 0 |
| Domino's Pizza Inc | COM | 25754A201 |  | 9065910 | 21000 | SH |  | SOLE |  | 21000 | 0 | 0 |
| DoorDash Inc | CL A | 25809K105 |  | 20997628 | 77200 | SH |  | SOLE |  | 77200 | 0 | 0 |
| Dover Corp | COM | 260003108 |  | 11728149 | 70300 | SH |  | SOLE |  | 70300 | 0 | 0 |
| Dow Inc | COM | 260557103 |  | 4446127 | 193900 | SH |  | SOLE |  | 193900 | 0 | 0 |
| DraftKings Inc | COM CL A | 26142V105 |  | 3571700 | 95500 | SH |  | SOLE |  | 95500 | 0 | 0 |
| DuPont de Nemours Inc | COM | 26614N102 |  | 6582550 | 84500 | SH |  | SOLE |  | 84500 | 0 | 0 |
| Duke Energy Corp | COM NEW | 26441C204 |  | 25331625 | 204700 | SH |  | SOLE |  | 204700 | 0 | 0 |
| Dynatrace Inc | COM NEW | 268150109 |  | 6051405 | 124900 | SH |  | SOLE |  | 124900 | 0 | 0 |
| EMCOR Group Inc | COM | 29084Q100 |  | 19863583 | 30581 | SH |  | SOLE |  | 30581 | 0 | 0 |
| Eaton Corp PLC | SHS | G29183103 |  | 42028275 | 112300 | SH |  | SOLE |  | 112300 | 0 | 0 |
| Ecolab Inc | COM | 278865100 |  | 31165268 | 113800 | SH |  | SOLE |  | 113800 | 0 | 0 |
| Edison International | COM | 281020107 |  | 8126160 | 147000 | SH |  | SOLE |  | 147000 | 0 | 0 |
| Edwards Lifesciences Corp | COM | 28176E108 |  | 10032330 | 129000 | SH |  | SOLE |  | 129000 | 0 | 0 |
| Electronic Arts Inc | COM | 285512109 |  | 21924790 | 108700 | SH |  | SOLE |  | 108700 | 0 | 0 |
| Elevance Health Inc | COM | 036752103 |  | 28337624 | 87700 | SH |  | SOLE |  | 87700 | 0 | 0 |
| Eli Lilly  Co | COM | 532457108 |  | 178046813 | 233351 | SH |  | SOLE |  | 233351 | 0 | 0 |
| Emerson Electric Co | COM | 291011104 |  | 15387414 | 117300 | SH |  | SOLE |  | 117300 | 0 | 0 |
| Entegris Inc | COM | 29362U104 |  | 2699832 | 29200 | SH |  | SOLE |  | 29200 | 0 | 0 |
| Entergy Corp | COM | 29364G103 |  | 7781365 | 83500 | SH |  | SOLE |  | 83500 | 0 | 0 |
| Equifax Inc | COM | 294429105 |  | 6644127 | 25900 | SH |  | SOLE |  | 25900 | 0 | 0 |
| Equinix Inc | COM | 29444U700 |  | 28431612 | 36300 | SH |  | SOLE |  | 36300 | 0 | 0 |
| Equitable Holdings Inc | COM | 29452E101 |  | 10277872 | 202400 | SH |  | SOLE |  | 202400 | 0 | 0 |
| Equity LifeStyle Properties In | COM | 29472R108 |  | 2361230 | 38900 | SH |  | SOLE |  | 38900 | 0 | 0 |
| Equity Residential | SH BEN INT | 29476L107 |  | 9502364 | 146800 | SH |  | SOLE |  | 146800 | 0 | 0 |
| Erie Indemnity Co | CL A | 29530P102 |  | 1495352 | 4700 | SH |  | SOLE |  | 4700 | 0 | 0 |
| Essential Utilities Inc | COM | 29670G102 |  | 2972550 | 74500 | SH |  | SOLE |  | 74500 | 0 | 0 |
| Essex Property Trust Inc | COM | 297178105 |  | 10599336 | 39600 | SH |  | SOLE |  | 39600 | 0 | 0 |
| Estee Lauder Cos Inc/The | CL A | 518439104 |  | 4070263 | 46190 | SH |  | SOLE |  | 46190 | 0 | 0 |
| Everest Group Ltd | COM | G3223R108 |  | 2836863 | 8100 | SH |  | SOLE |  | 8100 | 0 | 0 |
| Eversource Energy | COM | 30040W108 |  | 7939224 | 111600 | SH |  | SOLE |  | 111600 | 0 | 0 |
| Exelon Corp | COM | 30161N101 |  | 25043564 | 556400 | SH |  | SOLE |  | 556400 | 0 | 0 |
| Expedia Group Inc | COM NEW | 30212P303 |  | 5514750 | 25800 | SH |  | SOLE |  | 25800 | 0 | 0 |
| Expeditors International of Wa | COM | 302130109 |  | 6055946 | 49400 | SH |  | SOLE |  | 49400 | 0 | 0 |
| Extra Space Storage Inc | COM | 30225T102 |  | 6342300 | 45000 | SH |  | SOLE |  | 45000 | 0 | 0 |
| F5 Inc | COM | 315616102 |  | 10891503 | 33700 | SH |  | SOLE |  | 33700 | 0 | 0 |
| FactSet Research Systems Inc | COM | 303075105 |  | 5758449 | 20100 | SH |  | SOLE |  | 20100 | 0 | 0 |
| Fair Isaac Corp | COM | 303250104 |  | 7931609 | 5300 | SH |  | SOLE |  | 5300 | 0 | 0 |
| Fastenal Co | COM | 311900104 |  | 12240384 | 249600 | SH |  | SOLE |  | 249600 | 0 | 0 |
| FedEx Corp | COM | 31428X106 |  | 11083070 | 47000 | SH |  | SOLE |  | 47000 | 0 | 0 |
| Ferguson Enterprises Inc | COMMON STOCK NEW | 31488V107 |  | 9859062 | 43900 | SH |  | SOLE |  | 43900 | 0 | 0 |
| Ferrari NV | COM | N3167Y103 |  | 0 | 27316 | SH |  | SOLE |  | 27316 | 0 | 0 |
| Ferrovial SE | ORD SHS | N3168P101 |  | 0 | 125485 | SH |  | SOLE |  | 125485 | 0 | 0 |
| Fidelity National Financial In | COM SHS | 31620R303 |  | 9890115 | 163500 | SH |  | SOLE |  | 163500 | 0 | 0 |
| Fidelity National Information | COM | 31620M106 |  | 19986414 | 303100 | SH |  | SOLE |  | 303100 | 0 | 0 |
| Fifth Third Bancorp | COM | 316773100 |  | 6379560 | 143200 | SH |  | SOLE |  | 143200 | 0 | 0 |
| First Citizens BancShares Inc/ | CL A | 31946M103 |  | 2862656 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| First Solar Inc | COM | 336433107 |  | 5138349 | 23300 | SH |  | SOLE |  | 23300 | 0 | 0 |
| FirstEnergy Corp | COM | 337932107 |  | 5933690 | 129500 | SH |  | SOLE |  | 129500 | 0 | 0 |
| Fiserv Inc | COM | 337738108 |  | 17959949 | 139300 | SH |  | SOLE |  | 139300 | 0 | 0 |
| Flutter Entertainment PLC | SHS | G3643J108 |  | 22199600 | 87400 | SH |  | SOLE |  | 87400 | 0 | 0 |
| Ford Motor Co | COM | 345370860 |  | 10754432 | 899200 | SH |  | SOLE |  | 899200 | 0 | 0 |
| Fortinet Inc | COM | 34959E109 |  | 19649496 | 233700 | SH |  | SOLE |  | 233700 | 0 | 0 |
| Fortis Inc/Canada | COM | 349553107 |  | 7544008 | 148700 | SH |  | SOLE |  | 148700 | 0 | 0 |
| Fortive Corp | COM | 34959J108 |  | 3189249 | 65100 | SH |  | SOLE |  | 65100 | 0 | 0 |
| Fox Corp | CL A COM | 35137L105 |  | 8494182 | 134700 | SH |  | SOLE |  | 134700 | 0 | 0 |
| Fox Corp | CL B COM | 35137L204 |  | 5431092 | 94800 | SH |  | SOLE |  | 94800 | 0 | 0 |
| Franco-Nevada Corp | COM | 351858105 |  | 12734544 | 57200 | SH |  | SOLE |  | 57200 | 0 | 0 |
| GE HealthCare Technologies Inc | COMMON STOCK | 36266G107 |  | 7372943 | 98175 | SH |  | SOLE |  | 98175 | 0 | 0 |
| GE Vernova Inc | COM | 36828A101 |  | 58619032 | 95331 | SH |  | SOLE |  | 95331 | 0 | 0 |
| GFL Environmental Inc | SUB VTG SHS | 36168Q104 |  | 2104804 | 44400 | SH |  | SOLE |  | 44400 | 0 | 0 |
| Gaming and Leisure Properties | COM | 36467J108 |  | 4740237 | 101700 | SH |  | SOLE |  | 101700 | 0 | 0 |
| Garmin Ltd | SHS | H2906T109 |  | 8199126 | 33300 | SH |  | SOLE |  | 33300 | 0 | 0 |
| Gartner Inc | COM | 366651107 |  | 4652799 | 17700 | SH |  | SOLE |  | 17700 | 0 | 0 |
| Gen Digital Inc | COM | 668771108 |  | 2961077 | 104300 | SH |  | SOLE |  | 104300 | 0 | 0 |
| General Electric Co | COM NEW | 369604301 |  | 88689257 | 294825 | SH |  | SOLE |  | 294825 | 0 | 0 |
| General Mills Inc | COM | 370334104 |  | 6907540 | 137000 | SH |  | SOLE |  | 137000 | 0 | 0 |
| General Motors Co | COM | 37045V100 |  | 12126933 | 198900 | SH |  | SOLE |  | 198900 | 0 | 0 |
| Genuine Parts Co | COM | 372460105 |  | 4407480 | 31800 | SH |  | SOLE |  | 31800 | 0 | 0 |
| Gildan Activewear Inc | COM | 375916103 |  | 1577490 | 27300 | SH |  | SOLE |  | 27300 | 0 | 0 |
| Gilead Sciences Inc | COM | 375558103 |  | 29803500 | 268500 | SH |  | SOLE |  | 268500 | 0 | 0 |
| Global Payments Inc | COM | 37940X102 |  | 9246804 | 111300 | SH |  | SOLE |  | 111300 | 0 | 0 |
| GoDaddy Inc | CL A | 380237107 |  | 4296462 | 31400 | SH |  | SOLE |  | 31400 | 0 | 0 |
| Goldman Sachs Group Inc/The | COM | 38141G104 |  | 76688505 | 96300 | SH |  | SOLE |  | 96300 | 0 | 0 |
| Graco Inc | COM | 384109104 |  | 2429856 | 28600 | SH |  | SOLE |  | 28600 | 0 | 0 |
| HCA Healthcare Inc | COM | 40412C101 |  | 24634360 | 57800 | SH |  | SOLE |  | 57800 | 0 | 0 |
| HEICO Corp | COM | 422806109 |  | 2647124 | 8200 | SH |  | SOLE |  | 8200 | 0 | 0 |
| HEICO Corp | CL A | 422806208 |  | 3938395 | 15500 | SH |  | SOLE |  | 15500 | 0 | 0 |
| HP Inc | COM | 40434L105 |  | 5699239 | 209300 | SH |  | SOLE |  | 209300 | 0 | 0 |
| Hartford Insurance Group Inc/T | COM | 416515104 |  | 21795926 | 163400 | SH |  | SOLE |  | 163400 | 0 | 0 |
| Healthpeak Properties Inc | COM | 42250P103 |  | 7975975 | 416500 | SH |  | SOLE |  | 416500 | 0 | 0 |
| Hershey Co/The | COM | 427866108 |  | 5854665 | 31300 | SH |  | SOLE |  | 31300 | 0 | 0 |
| Hewlett Packard Enterprise Co | COM | 42824C109 |  | 7127312 | 290200 | SH |  | SOLE |  | 290200 | 0 | 0 |
| Hilton Worldwide Holdings Inc | COM | 43300A203 |  | 22804776 | 87900 | SH |  | SOLE |  | 87900 | 0 | 0 |
| Hologic Inc | COM | 436440101 |  | 2726596 | 40400 | SH |  | SOLE |  | 40400 | 0 | 0 |
| Home Depot Inc/The | COM | 437076102 |  | 102350994 | 252600 | SH |  | SOLE |  | 252600 | 0 | 0 |
| Hormel Foods Corp | COM | 440452100 |  | 5042012 | 203800 | SH |  | SOLE |  | 203800 | 0 | 0 |
| Howmet Aerospace Inc | COM | 443201108 |  | 32868525 | 167500 | SH |  | SOLE |  | 167500 | 0 | 0 |
| HubSpot Inc | COM | 443573100 |  | 8981760 | 19200 | SH |  | SOLE |  | 19200 | 0 | 0 |
| Hubbell Inc | COM | 443510607 |  | 6755867 | 15700 | SH |  | SOLE |  | 15700 | 0 | 0 |
| Humana Inc | COM | 444859102 |  | 6790437 | 26100 | SH |  | SOLE |  | 26100 | 0 | 0 |
| Huntington Bancshares Inc/OH | COM | 446150104 |  | 5819990 | 337000 | SH |  | SOLE |  | 337000 | 0 | 0 |
| Hyatt Hotels Corp | COM CL A | 448579102 |  | 2654091 | 18700 | SH |  | SOLE |  | 18700 | 0 | 0 |
| IBM | COM | 459200101 |  | 62018768 | 219800 | SH |  | SOLE |  | 219800 | 0 | 0 |
| IDEX Corp | COM | 45167R104 |  | 2392572 | 14700 | SH |  | SOLE |  | 14700 | 0 | 0 |
| IDEXX Laboratories Inc | COM | 45168D104 |  | 24533376 | 38400 | SH |  | SOLE |  | 38400 | 0 | 0 |
| IFF | COM | 459506101 |  | 8720218 | 141700 | SH |  | SOLE |  | 141700 | 0 | 0 |
| IQVIA Holdings Inc | COM | 46266C105 |  | 8585288 | 45200 | SH |  | SOLE |  | 45200 | 0 | 0 |
| Illinois Tool Works Inc | COM | 452308109 |  | 28892208 | 110800 | SH |  | SOLE |  | 110800 | 0 | 0 |
| Illumina Inc | COM | 452327109 |  | 3105519 | 32700 | SH |  | SOLE |  | 32700 | 0 | 0 |
| Incyte Corp | COM | 45337C102 |  | 2756325 | 32500 | SH |  | SOLE |  | 32500 | 0 | 0 |
| Ingersoll Rand Inc | COM | 45687V106 |  | 7295346 | 88300 | SH |  | SOLE |  | 88300 | 0 | 0 |
| Insulet Corp | COM | 45784P101 |  | 9292773 | 30100 | SH |  | SOLE |  | 30100 | 0 | 0 |
| Intel Corp | COM | 458140100 |  | 31454668 | 937546 | SH |  | SOLE |  | 937546 | 0 | 0 |
| Interactive Brokers Group Inc | COM CL A | 45841N107 |  | 6550712 | 95200 | SH |  | SOLE |  | 95200 | 0 | 0 |
| Intercontinental Exchange Inc | COM | 45866F104 |  | 30511728 | 181100 | SH |  | SOLE |  | 181100 | 0 | 0 |
| International Paper Co | COM | 460146103 |  | 5751280 | 123950 | SH |  | SOLE |  | 123950 | 0 | 0 |
| Intuit Inc | COM | 461202103 |  | 64739868 | 94800 | SH |  | SOLE |  | 94800 | 0 | 0 |
| Intuitive Surgical Inc | COM NEW | 46120E602 |  | 41100437 | 91900 | SH |  | SOLE |  | 91900 | 0 | 0 |
| Invitation Homes Inc | COM | 46187W107 |  | 3018057 | 102900 | SH |  | SOLE |  | 102900 | 0 | 0 |
| Iron Mountain Inc | COM | 46284V101 |  | 7227546 | 70900 | SH |  | SOLE |  | 70900 | 0 | 0 |
| J M Smucker Co/The | COM NEW | 832696405 |  | 2389200 | 22000 | SH |  | SOLE |  | 22000 | 0 | 0 |
| JB Hunt Transport Services Inc | COM | 445658107 |  | 1945465 | 14500 | SH |  | SOLE |  | 14500 | 0 | 0 |
| JPMorgan Chase  Co | COM | 46625H100 |  | 231841050 | 735000 | SH |  | SOLE |  | 735000 | 0 | 0 |
| Jabil Inc | COM | 466313103 |  | 15458378 | 71181 | SH |  | SOLE |  | 71181 | 0 | 0 |
| Jack Henry  Associates Inc | COM | 426281101 |  | 6448669 | 43300 | SH |  | SOLE |  | 43300 | 0 | 0 |
| Johnson  Johnson | COM | 478160104 |  | 112149062 | 604838 | SH |  | SOLE |  | 604838 | 0 | 0 |
| Johnson Controls International | SHS | G51502105 |  | 16074690 | 146200 | SH |  | SOLE |  | 146200 | 0 | 0 |
| KKR  Co Inc | COM | 48251W104 |  | 17504265 | 134700 | SH |  | SOLE |  | 134700 | 0 | 0 |
| KLA Corp | COM NEW | 482480100 |  | 48105560 | 44600 | SH |  | SOLE |  | 44600 | 0 | 0 |
| Kellanova | COM | 487836108 |  | 5716794 | 69700 | SH |  | SOLE |  | 69700 | 0 | 0 |
| Kenvue Inc | COM | 49177J102 |  | 6957395 | 428675 | SH |  | SOLE |  | 428675 | 0 | 0 |
| Keurig Dr Pepper Inc | COM | 49271V100 |  | 6979536 | 273600 | SH |  | SOLE |  | 273600 | 0 | 0 |
| KeyCorp | COM | 493267108 |  | 4866876 | 260400 | SH |  | SOLE |  | 260400 | 0 | 0 |
| Keysight Technologies Inc | COM | 49338L103 |  | 6664452 | 38100 | SH |  | SOLE |  | 38100 | 0 | 0 |
| Kimberly-Clark Corp | COM | 494368103 |  | 22878560 | 184000 | SH |  | SOLE |  | 184000 | 0 | 0 |
| Kimco Realty Corp | COM | 49446R109 |  | 3443560 | 157600 | SH |  | SOLE |  | 157600 | 0 | 0 |
| Kinross Gold Corp | COM | 496902404 |  | 19732533 | 794900 | SH |  | SOLE |  | 794900 | 0 | 0 |
| Kraft Heinz Co/The | COM | 500754106 |  | 5827752 | 223800 | SH |  | SOLE |  | 223800 | 0 | 0 |
| Kroger Co/The | COM | 501044101 |  | 8958789 | 132900 | SH |  | SOLE |  | 132900 | 0 | 0 |
| LPL Financial Holdings Inc | COM | 50212V100 |  | 5788806 | 17400 | SH |  | SOLE |  | 17400 | 0 | 0 |
| Labcorp Holdings Inc | COM SHS | 504922105 |  | 5310610 | 18500 | SH |  | SOLE |  | 18500 | 0 | 0 |
| Lam Research Corp | COM NEW | 512807306 |  | 62102820 | 463800 | SH |  | SOLE |  | 463800 | 0 | 0 |
| Las Vegas Sands Corp | COM | 517834107 |  | 12683682 | 235800 | SH |  | SOLE |  | 235800 | 0 | 0 |
| Lennar Corp | CL A | 526057104 |  | 5268472 | 41800 | SH |  | SOLE |  | 41800 | 0 | 0 |
| Lennox International Inc | COM | 526107107 |  | 10798944 | 20400 | SH |  | SOLE |  | 20400 | 0 | 0 |
| Liberty Media Corp-Liberty For | COM LBTY ONE S C | 531229755 |  | 4679360 | 44800 | SH |  | SOLE |  | 44800 | 0 | 0 |
| Linde PLC | SHS | G54950103 |  | 51157500 | 107700 | SH |  | SOLE |  | 107700 | 0 | 0 |
| Live Nation Entertainment Inc | COM | 538034109 |  | 5522920 | 33800 | SH |  | SOLE |  | 33800 | 0 | 0 |
| Logitech International SA | SHS | H50430232 |  | 0 | 43415 | SH |  | SOLE |  | 43415 | 0 | 0 |
| Lowe's Cos Inc | COM | 548661107 |  | 48377175 | 192500 | SH |  | SOLE |  | 192500 | 0 | 0 |
| Lululemon Athletica Inc | COM | 550021109 |  | 11440899 | 64300 | SH |  | SOLE |  | 64300 | 0 | 0 |
| LyondellBasell Industries NV | SHS - A - | N53745100 |  | 7233400 | 147500 | SH |  | SOLE |  | 147500 | 0 | 0 |
| M Bank Corp | COM | 55261F104 |  | 6462174 | 32700 | SH |  | SOLE |  | 32700 | 0 | 0 |
| MSCI Inc | COM | 55354G100 |  | 9248783 | 16300 | SH |  | SOLE |  | 16300 | 0 | 0 |
| Magna International Inc | COM | 559222401 |  | 6876451 | 145100 | SH |  | SOLE |  | 145100 | 0 | 0 |
| Manulife Financial Corp | COM | 56501R106 |  | 23855167 | 765500 | SH |  | SOLE |  | 765500 | 0 | 0 |
| Markel Group Inc | COM | 570535104 |  | 3612470 | 1890 | SH |  | SOLE |  | 1890 | 0 | 0 |
| Marriott International Inc/MD | CL A | 571903202 |  | 12527164 | 48100 | SH |  | SOLE |  | 48100 | 0 | 0 |
| Marsh  McLennan Cos Inc | COM | 571748102 |  | 29060626 | 144200 | SH |  | SOLE |  | 144200 | 0 | 0 |
| Martin Marietta Materials Inc | COM | 573284106 |  | 7941528 | 12600 | SH |  | SOLE |  | 12600 | 0 | 0 |
| Marvell Technology Inc | COM | 573874104 |  | 15662241 | 186300 | SH |  | SOLE |  | 186300 | 0 | 0 |
| Masco Corp | COM | 574599106 |  | 2653703 | 37700 | SH |  | SOLE |  | 37700 | 0 | 0 |
| Mastercard Inc | CL A | 57636Q104 |  | 145810462 | 256343 | SH |  | SOLE |  | 256343 | 0 | 0 |
| McCormick  Co Inc/MD | COM NON VTG | 579780206 |  | 10826038 | 161800 | SH |  | SOLE |  | 161800 | 0 | 0 |
| McDonald's Corp | COM | 580135101 |  | 55642259 | 183100 | SH |  | SOLE |  | 183100 | 0 | 0 |
| McKesson Corp | COM | 58155Q103 |  | 30319877 | 39247 | SH |  | SOLE |  | 39247 | 0 | 0 |
| Medtronic PLC | SHS | G5960L103 |  | 34400688 | 361200 | SH |  | SOLE |  | 361200 | 0 | 0 |
| MercadoLibre Inc | COM | 58733R102 |  | 40896450 | 17500 | SH |  | SOLE |  | 17500 | 0 | 0 |
| Merck  Co Inc | COM | 58933Y105 |  | 69812974 | 831800 | SH |  | SOLE |  | 831800 | 0 | 0 |
| MetLife Inc | COM | 59156R108 |  | 24702763 | 299900 | SH |  | SOLE |  | 299900 | 0 | 0 |
| Meta Platforms Inc | CL A | 30303M102 |  | 447310858 | 609100 | SH |  | SOLE |  | 609100 | 0 | 0 |
| Mettler-Toledo International I | COM | 592688105 |  | 6138050 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| Microchip Technology Inc | COM | 595017104 |  | 7629336 | 118800 | SH |  | SOLE |  | 118800 | 0 | 0 |
| Micron Technology Inc | COM | 595112103 |  | 40089872 | 239600 | SH |  | SOLE |  | 239600 | 0 | 0 |
| Microsoft Corp | COM | 594918104 |  | 1006117875 | 1942500 | SH |  | SOLE |  | 1942500 | 0 | 0 |
| Mid-America Apartment Communit | COM | 59522J103 |  | 3269682 | 23400 | SH |  | SOLE |  | 23400 | 0 | 0 |
| Molina Healthcare Inc | COM | 60855R100 |  | 2104960 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| Molson Coors Beverage Co | CL B | 60871R209 |  | 5525025 | 122100 | SH |  | SOLE |  | 122100 | 0 | 0 |
| Mondelez International Inc | CL A | 609207105 |  | 17454118 | 279400 | SH |  | SOLE |  | 279400 | 0 | 0 |
| MongoDB Inc | CL A | 60937P106 |  | 5462688 | 17600 | SH |  | SOLE |  | 17600 | 0 | 0 |
| Monolithic Power Systems Inc | COM | 609839105 |  | 25409664 | 27600 | SH |  | SOLE |  | 27600 | 0 | 0 |
| Monster Beverage Corp | COM | 61174X109 |  | 10076307 | 149700 | SH |  | SOLE |  | 149700 | 0 | 0 |
| Moody's Corp | COM | 615369105 |  | 29875296 | 62700 | SH |  | SOLE |  | 62700 | 0 | 0 |
| Morgan Stanley | COM NEW | 617446448 |  | 41260134 | 259563 | SH |  | SOLE |  | 259563 | 0 | 0 |
| NIKE Inc | CL B | 654106103 |  | 17495257 | 250900 | SH |  | SOLE |  | 250900 | 0 | 0 |
| NRG Energy Inc | COM NEW | 629377508 |  | 1247015 | 7700 | SH |  | SOLE |  | 7700 | 0 | 0 |
| NVIDIA Corp | COM | 67066G104 |  | 1278837978 | 6854100 | SH |  | SOLE |  | 6854100 | 0 | 0 |
| NVR Inc | COM | 62944T105 |  | 3936983 | 490 | SH |  | SOLE |  | 490 | 0 | 0 |
| NXP Semiconductors NV | COM | N6596X109 |  | 12866745 | 56500 | SH |  | SOLE |  | 56500 | 0 | 0 |
| Nasdaq Inc | COM | 631103108 |  | 8402750 | 95000 | SH |  | SOLE |  | 95000 | 0 | 0 |
| Natera Inc | COM | 632307104 |  | 7082680 | 44000 | SH |  | SOLE |  | 44000 | 0 | 0 |
| NetApp Inc | COM | 64110D104 |  | 15873640 | 134000 | SH |  | SOLE |  | 134000 | 0 | 0 |
| Netflix Inc | COM | 64110L106 |  | 152862300 | 127500 | SH |  | SOLE |  | 127500 | 0 | 0 |
| Neurocrine Biosciences Inc | COM | 64125C109 |  | 2821638 | 20100 | SH |  | SOLE |  | 20100 | 0 | 0 |
| Newmont Corp | COM | 651639106 |  | 19467179 | 230900 | SH |  | SOLE |  | 230900 | 0 | 0 |
| News Corp | CL A | 65249B109 |  | 1986937 | 64700 | SH |  | SOLE |  | 64700 | 0 | 0 |
| NextEra Energy Inc | COM | 65339F101 |  | 33540207 | 444300 | SH |  | SOLE |  | 444300 | 0 | 0 |
| NiSource Inc | COM | 65473P105 |  | 8287620 | 191400 | SH |  | SOLE |  | 191400 | 0 | 0 |
| Nordson Corp | COM | 655663102 |  | 2087940 | 9200 | SH |  | SOLE |  | 9200 | 0 | 0 |
| Norfolk Southern Corp | COM | 655844108 |  | 13878942 | 46200 | SH |  | SOLE |  | 46200 | 0 | 0 |
| Northern Trust Corp | COM | 665859104 |  | 5612820 | 41700 | SH |  | SOLE |  | 41700 | 0 | 0 |
| Nucor Corp | COM | 670346105 |  | 6365210 | 47000 | SH |  | SOLE |  | 47000 | 0 | 0 |
| Nutanix Inc | CL A | 67059N108 |  | 12698373 | 170700 | SH |  | SOLE |  | 170700 | 0 | 0 |
| Nutrien Ltd | COM | 67077M108 |  | 6525947 | 111100 | SH |  | SOLE |  | 111100 | 0 | 0 |
| O'Reilly Automotive Inc | COM | 67103H107 |  | 19793916 | 183600 | SH |  | SOLE |  | 183600 | 0 | 0 |
| ON Semiconductor Corp | COM | 682189105 |  | 4314625 | 87500 | SH |  | SOLE |  | 87500 | 0 | 0 |
| Okta Inc | CL A | 679295105 |  | 6547380 | 71400 | SH |  | SOLE |  | 71400 | 0 | 0 |
| Old Dominion Freight Line Inc | COM | 679580100 |  | 5603044 | 39800 | SH |  | SOLE |  | 39800 | 0 | 0 |
| Omnicom Group Inc | COM | 681919106 |  | 3407954 | 41800 | SH |  | SOLE |  | 41800 | 0 | 0 |
| Open Text Corp | COM | 683715106 |  | 2239470 | 59900 | SH |  | SOLE |  | 59900 | 0 | 0 |
| Oracle Corp | COM | 68389X105 |  | 121186316 | 430900 | SH |  | SOLE |  | 430900 | 0 | 0 |
| Otis Worldwide Corp | COM | 68902V107 |  | 13284779 | 145300 | SH |  | SOLE |  | 145300 | 0 | 0 |
| Owens Corning | COM | 690742101 |  | 2701886 | 19100 | SH |  | SOLE |  | 19100 | 0 | 0 |
| PACCAR Inc | COM | 693718108 |  | 10608728 | 107900 | SH |  | SOLE |  | 107900 | 0 | 0 |
| PG Corp | COM | 69331C108 |  | 6415032 | 425400 | SH |  | SOLE |  | 425400 | 0 | 0 |
| PNC Financial Services Group I | COM | 693475105 |  | 17601468 | 87600 | SH |  | SOLE |  | 87600 | 0 | 0 |
| PPG Industries Inc | COM | 693506107 |  | 10416401 | 99100 | SH |  | SOLE |  | 99100 | 0 | 0 |
| PTC Inc | COM | 69370C100 |  | 5420634 | 26700 | SH |  | SOLE |  | 26700 | 0 | 0 |
| Packaging Corp of America | COM | 695156109 |  | 4140670 | 19000 | SH |  | SOLE |  | 19000 | 0 | 0 |
| Palantir Technologies Inc | CL A | 69608A108 |  | 112772044 | 618200 | SH |  | SOLE |  | 618200 | 0 | 0 |
| Palo Alto Networks Inc | COM | 697435105 |  | 29748882 | 146100 | SH |  | SOLE |  | 146100 | 0 | 0 |
| Pan American Silver Corp | COM | 697900108 |  | 8899186 | 229600 | SH |  | SOLE |  | 229600 | 0 | 0 |
| Parker-Hannifin Corp | COM | 701094104 |  | 25625470 | 33800 | SH |  | SOLE |  | 33800 | 0 | 0 |
| PayPal Holdings Inc | COM | 70450Y103 |  | 12848696 | 191600 | SH |  | SOLE |  | 191600 | 0 | 0 |
| Paychex Inc | COM | 704326107 |  | 10381644 | 81900 | SH |  | SOLE |  | 81900 | 0 | 0 |
| Paycom Software Inc | COM | 70432V102 |  | 7139202 | 34300 | SH |  | SOLE |  | 34300 | 0 | 0 |
| Pentair PLC | SHS | G7S00T104 |  | 4618692 | 41700 | SH |  | SOLE |  | 41700 | 0 | 0 |
| PepsiCo Inc | COM | 713448108 |  | 47510852 | 338300 | SH |  | SOLE |  | 338300 | 0 | 0 |
| Pfizer Inc | COM | 717081103 |  | 35167496 | 1380200 | SH |  | SOLE |  | 1380200 | 0 | 0 |
| Pinterest Inc | CL A | 72352L106 |  | 7929905 | 246500 | SH |  | SOLE |  | 246500 | 0 | 0 |
| Pool Corp | COM | 73278L105 |  | 2201497 | 7100 | SH |  | SOLE |  | 7100 | 0 | 0 |
| Principal Financial Group Inc | COM | 74251V102 |  | 13141235 | 158500 | SH |  | SOLE |  | 158500 | 0 | 0 |
| Procter  Gamble Co/The | COM | 742718109 |  | 89209190 | 580600 | SH |  | SOLE |  | 580600 | 0 | 0 |
| Progressive Corp/The | COM | 743315103 |  | 50871700 | 206000 | SH |  | SOLE |  | 206000 | 0 | 0 |
| Prologis Inc | COM | 74340W103 |  | 26765958 | 233723 | SH |  | SOLE |  | 233723 | 0 | 0 |
| Prudential Financial Inc | COM | 744320102 |  | 10259886 | 98900 | SH |  | SOLE |  | 98900 | 0 | 0 |
| Public Service Enterprise Grou | COM | 744573106 |  | 10115352 | 121200 | SH |  | SOLE |  | 121200 | 0 | 0 |
| Public Storage | COM | 74460D109 |  | 9763130 | 33800 | SH |  | SOLE |  | 33800 | 0 | 0 |
| PulteGroup Inc | COM | 745867101 |  | 11891700 | 90000 | SH |  | SOLE |  | 90000 | 0 | 0 |
| Pure Storage Inc | CL A | 74624M102 |  | 5640413 | 67300 | SH |  | SOLE |  | 67300 | 0 | 0 |
| QIAGEN NV | COM SHS | N72482206 |  | 0 | 38402 | SH |  | SOLE |  | 38402 | 0 | 0 |
| QUALCOMM Inc | COM | 747525103 |  | 61253752 | 368200 | SH |  | SOLE |  | 368200 | 0 | 0 |
| Quanta Services Inc | COM | 74762E102 |  | 13675860 | 33000 | SH |  | SOLE |  | 33000 | 0 | 0 |
| Quest Diagnostics Inc | COM | 74834L100 |  | 4821674 | 25300 | SH |  | SOLE |  | 25300 | 0 | 0 |
| RB Global Inc | COM | 74935Q107 |  | 4474315 | 41300 | SH |  | SOLE |  | 41300 | 0 | 0 |
| ROBLOX Corp | CL A | 771049103 |  | 16940996 | 122300 | SH |  | SOLE |  | 122300 | 0 | 0 |
| RPM International Inc | COM | 749685103 |  | 8617028 | 73100 | SH |  | SOLE |  | 73100 | 0 | 0 |
| Raymond James Financial Inc | COM | 754730109 |  | 10701200 | 62000 | SH |  | SOLE |  | 62000 | 0 | 0 |
| Realty Income Corp | COM | 756109104 |  | 12784137 | 210300 | SH |  | SOLE |  | 210300 | 0 | 0 |
| Reddit Inc | CL A | 75734B100 |  | 5214793 | 22674 | SH |  | SOLE |  | 22674 | 0 | 0 |
| Regency Centers Corp | COM | 758849103 |  | 3178440 | 43600 | SH |  | SOLE |  | 43600 | 0 | 0 |
| Regeneron Pharmaceuticals Inc | COM | 75886F107 |  | 12313713 | 21900 | SH |  | SOLE |  | 21900 | 0 | 0 |
| Regions Financial Corp | COM | 7591EP100 |  | 5814585 | 220500 | SH |  | SOLE |  | 220500 | 0 | 0 |
| Republic Services Inc | COM | 760759100 |  | 10556080 | 46000 | SH |  | SOLE |  | 46000 | 0 | 0 |
| ResMed Inc | COM | 761152107 |  | 21953146 | 80200 | SH |  | SOLE |  | 80200 | 0 | 0 |
| Restaurant Brands Internationa | COM | 76131D103 |  | 4799586 | 74800 | SH |  | SOLE |  | 74800 | 0 | 0 |
| Revvity Inc | COM | 714046109 |  | 2392845 | 27300 | SH |  | SOLE |  | 27300 | 0 | 0 |
| Rivian Automotive Inc | COM CL A | 76954A103 |  | 2611572 | 177900 | SH |  | SOLE |  | 177900 | 0 | 0 |
| Robinhood Markets Inc | COM CL A | 770700102 |  | 42767866 | 298700 | SH |  | SOLE |  | 298700 | 0 | 0 |
| Rocket Lab Corp | COM | 773121108 |  | 4452372 | 92932 | SH |  | SOLE |  | 92932 | 0 | 0 |
| Rockwell Automation Inc | COM | 773903109 |  | 8808156 | 25200 | SH |  | SOLE |  | 25200 | 0 | 0 |
| Rogers Communications Inc | CL B | 775109200 |  | 2995666 | 87000 | SH |  | SOLE |  | 87000 | 0 | 0 |
| Rollins Inc | COM | 775711104 |  | 3371676 | 57400 | SH |  | SOLE |  | 57400 | 0 | 0 |
| Roper Technologies Inc | COM | 776696106 |  | 10322883 | 20700 | SH |  | SOLE |  | 20700 | 0 | 0 |
| Ross Stores Inc | COM | 778296103 |  | 12469921 | 81829 | SH |  | SOLE |  | 81829 | 0 | 0 |
| Royal Bank of Canada | COM | 780087102 |  | 46451999 | 315100 | SH |  | SOLE |  | 315100 | 0 | 0 |
| Royal Caribbean Cruises Ltd | COM | V7780T103 |  | 28992768 | 89600 | SH |  | SOLE |  | 89600 | 0 | 0 |
| Royalty Pharma PLC | SHS CLASS A | G7709Q104 |  | 2321424 | 65800 | SH |  | SOLE |  | 65800 | 0 | 0 |
| S Global Inc | COM | 78409V104 |  | 41022352 | 84285 | SH |  | SOLE |  | 84285 | 0 | 0 |
| SBA Communications Corp | CL A | 78410G104 |  | 13341150 | 69000 | SH |  | SOLE |  | 69000 | 0 | 0 |
| SS Technologies Holdings Inc | COM | 78467J100 |  | 3221988 | 36300 | SH |  | SOLE |  | 36300 | 0 | 0 |
| STERIS PLC | SHS USD | G8473T100 |  | 16083600 | 65000 | SH |  | SOLE |  | 65000 | 0 | 0 |
| Salesforce Inc | COM | 79466L302 |  | 73789239 | 311347 | SH |  | SOLE |  | 311347 | 0 | 0 |
| Samsara Inc | COM CL A | 79589L106 |  | 5535350 | 148600 | SH |  | SOLE |  | 148600 | 0 | 0 |
| Seagate Technology Holdings PL | ORD SHS | G7997R103 |  | 10882366 | 46100 | SH |  | SOLE |  | 46100 | 0 | 0 |
| Sempra | COM | 816851109 |  | 13649966 | 151700 | SH |  | SOLE |  | 151700 | 0 | 0 |
| ServiceNow Inc | COM | 81762P102 |  | 47486448 | 51600 | SH |  | SOLE |  | 51600 | 0 | 0 |
| Sherwin-Williams Co/The | COM | 824348106 |  | 32132928 | 92800 | SH |  | SOLE |  | 92800 | 0 | 0 |
| Shopify Inc | CL A SUB VTG SHS | 82509L107 |  | 41949366 | 282300 | SH |  | SOLE |  | 282300 | 0 | 0 |
| Simon Property Group Inc | COM | 828806109 |  | 13868813 | 73900 | SH |  | SOLE |  | 73900 | 0 | 0 |
| Smurfit WestRock PLC | SHS | G8267P108 |  | 5483016 | 128800 | SH |  | SOLE |  | 128800 | 0 | 0 |
| Snap Inc | CL A | 83304A106 |  | 1753254 | 227400 | SH |  | SOLE |  | 227400 | 0 | 0 |
| Snap-on Inc | COM | 833034101 |  | 3707871 | 10700 | SH |  | SOLE |  | 10700 | 0 | 0 |
| Snowflake Inc | COM SHS | 833445109 |  | 15359955 | 68100 | SH |  | SOLE |  | 68100 | 0 | 0 |
| SoFi Technologies Inc | COM | 83406F102 |  | 6274750 | 237500 | SH |  | SOLE |  | 237500 | 0 | 0 |
| Solventum Corp | COM SHS | 83444M101 |  | 2080500 | 28500 | SH |  | SOLE |  | 28500 | 0 | 0 |
| Southern Co/The | COM | 842587107 |  | 31719519 | 334700 | SH |  | SOLE |  | 334700 | 0 | 0 |
| Spotify Technology SA | SHS | L8681T102 |  | 1016463896 | 1456252 | SH |  | SOLE |  | 1456252 | 0 | 0 |
| Stantec Inc | COM | 85472N109 |  | 2459431 | 22800 | SH |  | SOLE |  | 22800 | 0 | 0 |
| Starbucks Corp | COM | 855244109 |  | 20710080 | 244800 | SH |  | SOLE |  | 244800 | 0 | 0 |
| State Street Corp | COM | 857477103 |  | 8027892 | 69200 | SH |  | SOLE |  | 69200 | 0 | 0 |
| Steel Dynamics Inc | COM | 858119100 |  | 4113185 | 29500 | SH |  | SOLE |  | 29500 | 0 | 0 |
| Stellantis NV | SHS | N82405106 |  | 0 | 424753 | SH |  | SOLE |  | 424753 | 0 | 0 |
| Strategy Inc | CL A NEW | 594972408 |  | 18140423 | 56300 | SH |  | SOLE |  | 56300 | 0 | 0 |
| Stryker Corp | COM | 863667101 |  | 33105058 | 89553 | SH |  | SOLE |  | 89553 | 0 | 0 |
| Sun Communities Inc | COM | 866674104 |  | 2631600 | 20400 | SH |  | SOLE |  | 20400 | 0 | 0 |
| Sun Life Financial Inc | COM | 866796105 |  | 23772464 | 395800 | SH |  | SOLE |  | 395800 | 0 | 0 |
| Super Micro Computer Inc | COM NEW | 86800U302 |  | 5273400 | 110000 | SH |  | SOLE |  | 110000 | 0 | 0 |
| Synchrony Financial | COM | 87165B103 |  | 15098125 | 212500 | SH |  | SOLE |  | 212500 | 0 | 0 |
| Synopsys Inc | COM | 871607107 |  | 19900886 | 40335 | SH |  | SOLE |  | 40335 | 0 | 0 |
| Sysco Corp | COM | 871829107 |  | 8489254 | 103100 | SH |  | SOLE |  | 103100 | 0 | 0 |
| T Rowe Price Group Inc | COM | 74144T108 |  | 6291832 | 61300 | SH |  | SOLE |  | 61300 | 0 | 0 |
| T-Mobile US Inc | COM | 872590104 |  | 41197298 | 172100 | SH |  | SOLE |  | 172100 | 0 | 0 |
| TE Connectivity PLC | ORD SHS | G87052109 |  | 30492717 | 138900 | SH |  | SOLE |  | 138900 | 0 | 0 |
| TELUS Corp | COM | 87971M103 |  | 5297143 | 335900 | SH |  | SOLE |  | 335900 | 0 | 0 |
| TJX Cos Inc/The | COM | 872540109 |  | 45978174 | 318100 | SH |  | SOLE |  | 318100 | 0 | 0 |
| Take-Two Interactive Software | COM | 874054109 |  | 10076040 | 39000 | SH |  | SOLE |  | 39000 | 0 | 0 |
| Tapestry Inc | COM | 876030107 |  | 5310018 | 46900 | SH |  | SOLE |  | 46900 | 0 | 0 |
| Target Corp | COM | 87612E106 |  | 9014850 | 100500 | SH |  | SOLE |  | 100500 | 0 | 0 |
| Teck Resources Ltd | CL B | 878742204 |  | 3826046 | 87200 | SH |  | SOLE |  | 87200 | 0 | 0 |
| Teledyne Technologies Inc | COM | 879360105 |  | 5215756 | 8900 | SH |  | SOLE |  | 8900 | 0 | 0 |
| Teradyne Inc | COM | 880770102 |  | 4418244 | 32100 | SH |  | SOLE |  | 32100 | 0 | 0 |
| Tesla Inc | COM | 88160R101 |  | 342434400 | 770000 | SH |  | SOLE |  | 770000 | 0 | 0 |
| Texas Instruments Inc | COM | 882508104 |  | 36433659 | 198300 | SH |  | SOLE |  | 198300 | 0 | 0 |
| Thermo Fisher Scientific Inc | COM | 883556102 |  | 38593041 | 79570 | SH |  | SOLE |  | 79570 | 0 | 0 |
| Thomson Reuters Corp | COM | 884903808 |  | 5573808 | 35888 | SH |  | SOLE |  | 35888 | 0 | 0 |
| Toast Inc | CL A | 888787108 |  | 10836168 | 296800 | SH |  | SOLE |  | 296800 | 0 | 0 |
| Toronto-Dominion Bank/The | COM NEW | 891160509 |  | 30159327 | 377100 | SH |  | SOLE |  | 377100 | 0 | 0 |
| Tractor Supply Co | COM | 892356106 |  | 16970008 | 298400 | SH |  | SOLE |  | 298400 | 0 | 0 |
| Trade Desk Inc/The | COM CL A | 88339J105 |  | 4714762 | 96200 | SH |  | SOLE |  | 96200 | 0 | 0 |
| Tradeweb Markets Inc | CL A | 892672106 |  | 2552540 | 23000 | SH |  | SOLE |  | 23000 | 0 | 0 |
| Trane Technologies PLC | SHS | G8994E103 |  | 38524948 | 91300 | SH |  | SOLE |  | 91300 | 0 | 0 |
| TransDigm Group Inc | COM | 893641100 |  | 15552636 | 11800 | SH |  | SOLE |  | 11800 | 0 | 0 |
| TransUnion | COM | 89400J107 |  | 3761722 | 44900 | SH |  | SOLE |  | 44900 | 0 | 0 |
| Travelers Cos Inc/The | COM | 89417E109 |  | 14603206 | 52300 | SH |  | SOLE |  | 52300 | 0 | 0 |
| Trimble Inc | COM | 896239100 |  | 12925195 | 158300 | SH |  | SOLE |  | 158300 | 0 | 0 |
| Truist Financial Corp | COM | 89832Q109 |  | 13688568 | 299400 | SH |  | SOLE |  | 299400 | 0 | 0 |
| Twilio Inc | CL A | 90138F102 |  | 10139117 | 101300 | SH |  | SOLE |  | 101300 | 0 | 0 |
| Tyler Technologies Inc | COM | 902252105 |  | 4813072 | 9200 | SH |  | SOLE |  | 9200 | 0 | 0 |
| Tyson Foods Inc | CL A | 902494103 |  | 5457150 | 100500 | SH |  | SOLE |  | 100500 | 0 | 0 |
| UBS Group AG | SHS | H42097107 |  | 0 | 669259 | SH |  | SOLE |  | 669259 | 0 | 0 |
| UDR Inc | COM | 902653104 |  | 2418174 | 64900 | SH |  | SOLE |  | 64900 | 0 | 0 |
| US Bancorp | COM NEW | 902973304 |  | 17026659 | 352300 | SH |  | SOLE |  | 352300 | 0 | 0 |
| Uber Technologies Inc | COM | 90353T100 |  | 57028337 | 582100 | SH |  | SOLE |  | 582100 | 0 | 0 |
| Ulta Beauty Inc | COM | 90384S303 |  | 5467500 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| Union Pacific Corp | COM | 907818108 |  | 29806257 | 126100 | SH |  | SOLE |  | 126100 | 0 | 0 |
| United Airlines Holdings Inc | COM | 910047109 |  | 1630850 | 16900 | SH |  | SOLE |  | 16900 | 0 | 0 |
| United Parcel Service Inc | CL B | 911312106 |  | 17015061 | 203700 | SH |  | SOLE |  | 203700 | 0 | 0 |
| United Rentals Inc | COM | 911363109 |  | 13747104 | 14400 | SH |  | SOLE |  | 14400 | 0 | 0 |
| United Therapeutics Corp | COM | 91307C102 |  | 3311759 | 7900 | SH |  | SOLE |  | 7900 | 0 | 0 |
| UnitedHealth Group Inc | COM | 91324P102 |  | 75102750 | 217500 | SH |  | SOLE |  | 217500 | 0 | 0 |
| Universal Health Services Inc | CL B | 913903100 |  | 1942180 | 9500 | SH |  | SOLE |  | 9500 | 0 | 0 |
| VICI Properties Inc | COM | 925652109 |  | 17244168 | 528800 | SH |  | SOLE |  | 528800 | 0 | 0 |
| Veeva Systems Inc | CL A COM | 922475108 |  | 13167622 | 44200 | SH |  | SOLE |  | 44200 | 0 | 0 |
| Ventas Inc | COM | 92276F100 |  | 10820454 | 154600 | SH |  | SOLE |  | 154600 | 0 | 0 |
| Veralto Corp | COM SHS | 92338C103 |  | 7239672 | 67908 | SH |  | SOLE |  | 67908 | 0 | 0 |
| VeriSign Inc | COM | 92343E102 |  | 4752690 | 17000 | SH |  | SOLE |  | 17000 | 0 | 0 |
| Verisk Analytics Inc | COM | 92345Y106 |  | 20724424 | 82400 | SH |  | SOLE |  | 82400 | 0 | 0 |
| Verizon Communications Inc | COM | 92343V104 |  | 65456933 | 1489350 | SH |  | SOLE |  | 1489350 | 0 | 0 |
| Vertex Pharmaceuticals Inc | COM | 92532F100 |  | 21540200 | 55000 | SH |  | SOLE |  | 55000 | 0 | 0 |
| Vertiv Holdings Co | COM CL A | 92537N108 |  | 11964857 | 79311 | SH |  | SOLE |  | 79311 | 0 | 0 |
| Visa Inc | COM CL A | 92826C839 |  | 173689365 | 508786 | SH |  | SOLE |  | 508786 | 0 | 0 |
| Vistra Corp | COM | 92840M102 |  | 9090688 | 46400 | SH |  | SOLE |  | 46400 | 0 | 0 |
| Vulcan Materials Co | COM | 929160109 |  | 8490312 | 27600 | SH |  | SOLE |  | 27600 | 0 | 0 |
| W R Berkley Corp | COM | 084423102 |  | 5451513 | 71150 | SH |  | SOLE |  | 71150 | 0 | 0 |
| WEC Energy Group Inc | COM | 92939U106 |  | 9258872 | 80800 | SH |  | SOLE |  | 80800 | 0 | 0 |
| WP Carey Inc | COM | 92936U109 |  | 4337994 | 64200 | SH |  | SOLE |  | 64200 | 0 | 0 |
| WW Grainger Inc | COM | 384802104 |  | 16200320 | 17000 | SH |  | SOLE |  | 17000 | 0 | 0 |
| Walmart Inc | COM | 931142103 |  | 118591142 | 1150700 | SH |  | SOLE |  | 1150700 | 0 | 0 |
| Walt Disney Co/The | COM | 254687106 |  | 53975300 | 471400 | SH |  | SOLE |  | 471400 | 0 | 0 |
| Warner Bros Discovery Inc | COM SER A | 934423104 |  | 9709711 | 497169 | SH |  | SOLE |  | 497169 | 0 | 0 |
| Waste Connections Inc | COM | 94106B101 |  | 9264660 | 52700 | SH |  | SOLE |  | 52700 | 0 | 0 |
| Waste Management Inc | COM | 94106L109 |  | 17975562 | 81400 | SH |  | SOLE |  | 81400 | 0 | 0 |
| Waters Corp | COM | 941848103 |  | 4347245 | 14500 | SH |  | SOLE |  | 14500 | 0 | 0 |
| Watsco Inc | COM | 942622200 |  | 3234400 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| Wells Fargo  Co | COM | 949746101 |  | 63753492 | 760600 | SH |  | SOLE |  | 760600 | 0 | 0 |
| Welltower Inc | COM | 95040Q104 |  | 40758432 | 228800 | SH |  | SOLE |  | 228800 | 0 | 0 |
| West Pharmaceutical Services I | COM | 955306105 |  | 4223513 | 16100 | SH |  | SOLE |  | 16100 | 0 | 0 |
| Western Digital Corp | COM | 958102105 |  | 24540264 | 204400 | SH |  | SOLE |  | 204400 | 0 | 0 |
| Westinghouse Air Brake Technol | COM | 929740108 |  | 16919668 | 84400 | SH |  | SOLE |  | 84400 | 0 | 0 |
| Weyerhaeuser Co | COM NEW | 962166104 |  | 3383835 | 136500 | SH |  | SOLE |  | 136500 | 0 | 0 |
| Wheaton Precious Metals Corp | COM | 962879102 |  | 11293780 | 100900 | SH |  | SOLE |  | 100900 | 0 | 0 |
| Williams-Sonoma Inc | COM | 969904101 |  | 16320075 | 83500 | SH |  | SOLE |  | 83500 | 0 | 0 |
| Willis Towers Watson PLC | SHS | G96629103 |  | 7150815 | 20700 | SH |  | SOLE |  | 20700 | 0 | 0 |
| Workday Inc | CL A | 98138H101 |  | 11193945 | 46500 | SH |  | SOLE |  | 46500 | 0 | 0 |
| Xcel Energy Inc | COM | 98389B100 |  | 11097440 | 137600 | SH |  | SOLE |  | 137600 | 0 | 0 |
| Xylem Inc/NY | COM | 98419M100 |  | 11313250 | 76700 | SH |  | SOLE |  | 76700 | 0 | 0 |
| Yum! Brands Inc | COM | 988498101 |  | 8755200 | 57600 | SH |  | SOLE |  | 57600 | 0 | 0 |
| Zebra Technologies Corp | CL A | 989207105 |  | 2912168 | 9800 | SH |  | SOLE |  | 9800 | 0 | 0 |
| Zillow Group Inc | CL C CAP STK | 98954M200 |  | 2735275 | 35500 | SH |  | SOLE |  | 35500 | 0 | 0 |
| Zimmer Biomet Holdings Inc | COM | 98956P102 |  | 3506600 | 35600 | SH |  | SOLE |  | 35600 | 0 | 0 |
| Zoetis Inc | CL A | 98978V103 |  | 29146944 | 199200 | SH |  | SOLE |  | 199200 | 0 | 0 |
| Zoom Communications Inc | CL A | 98980L101 |  | 3918750 | 47500 | SH |  | SOLE |  | 47500 | 0 | 0 |
| Zscaler Inc | COM | 98980G102 |  | 6742350 | 22500 | SH |  | SOLE |  | 22500 | 0 | 0 |
| eBay Inc | COM | 278642103 |  | 8822150 | 97000 | SH |  | SOLE |  | 97000 | 0 | 0 |

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