# EDGAR Filing Document

**Accession Number:** 0001535452
**File Stem:** 0001535452-25-000004
**Filing Date:** 2025-8
**Character Count:** 53792
**Document Hash:** 470153766a2fd09eb28fb3cafba775bd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001535452-25-000004.hdr.sgml**: 20250806

**ACCESSION NUMBER**: 0001535452-25-000004

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250806

**DATE AS OF CHANGE**: 20250806

**EFFECTIVENESS DATE**: 20250806

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Andra AP-fonden
- **CENTRAL INDEX KEY:** 0001535452

**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:** 028-14676
- **FILM NUMBER:** 251187791

**BUSINESS ADDRESS:**
- **STREET 1:** KYRKOGATAN 48
- **STREET 2:** P.O. BOX 11155
- **CITY:** GOTEBORG
- **STATE:** V7
- **ZIP:** SE-40424
- **BUSINESS PHONE:** 46-31-704-29-00

**MAIL ADDRESS:**
- **STREET 1:** KYRKOGATAN 48
- **STREET 2:** P.O. BOX 11155
- **CITY:** GOTEBORG
- **STATE:** V7
- **ZIP:** SE-40424

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**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:** Andra AP-fonden<br>**Address:** KYRKOGATAN 48<br>P.O. BOX 11155<br>GOTEBORG, V7 SE-40424

**Form 13F File Number:** 028-14676

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:** Elisabeth Kvist Paulsson<br>**Title:** Head of Compliance<br>**Phone:** 0046317042960

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

Elisabeth Kvist Paulsson  Gothenburg, V7  08-06-2025<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:** 467

**Form 13F Information Table Value Total:** $7188742056

      (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 |
| METLIFE INC | COM | 59156R108 | US59156R1086 | 21633 | 269 | SH |  | SOLE |  | 269 | 0 | 0 |
| CORPAY INC | COM | 219948106 | US2199481068 | 23891 | 72 | SH |  | SOLE |  | 72 | 0 | 0 |
| DEX | COM | 252131107 | US2521311074 | 26187 | 300 | SH |  | SOLE |  | 300 | 0 | 0 |
| ROGERS | COM | 775109200 | CA7751092007 | 28273 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 | US90384S3031 | 30408 | 65 | SH |  | SOLE |  | 65 | 0 | 0 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | US03769M1062 | 30786 | 217 | SH |  | SOLE |  | 217 | 0 | 0 |
| U HAUL HOLDING | COM | 023586506 | US0235865062 | 38059 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | US1011371077 | 40601 | 378 | SH |  | SOLE |  | 378 | 0 | 0 |
| HYATT HOTELS CORP | COM | 448579102 | US4485791028 | 41895 | 300 | SH |  | SOLE |  | 300 | 0 | 0 |
| XYLEM INC | COM | 98419M100 | US98419M1009 | 51744 | 400 | SH |  | SOLE |  | 400 | 0 | 0 |
| HOWMET AEROSPACE INC | COM | 443201108 | US4432011082 | 55839 | 300 | SH |  | SOLE |  | 300 | 0 | 0 |
| GLOBAL PMTS INC | COM | 37940X102 | US37940X1028 | 56028 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| FORTIVE CORP | COM | 34959J108 | US34959J1088 | 57343 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| BENTLEY SYS INC | COM | 08265T208 | US08265T2087 | 59367 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| HEICO CORP NEW | COM | 422806109 | US4228061093 | 65600 | 200 | SH |  | SOLE |  | 200 | 0 | 0 |
| ENTEGRIS INC | COM | 29362U104 | US29362U1043 | 72585 | 900 | SH |  | SOLE |  | 900 | 0 | 0 |
| NUTRIEN LTD | COM | 67077M108 | CA67077M1086 | 79350 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| AON PLC SHS | CL A | G0403H108 | IE00BLP1HW54 | 80985 | 227 | SH |  | SOLE |  | 227 | 0 | 0 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | US28176E1082 | 93852 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | CA76131D1033 | 108396 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| GLOBALFOUNDRIES INC | ORD | G39387108 | KYG393871085 | 118114 | 3092 | SH |  | SOLE |  | 3092 | 0 | 0 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | BMG0450A1053 | 154785 | 1700 | SH |  | SOLE |  | 1700 | 0 | 0 |
| LEAR CORP | COM | 521865204 | US5218652049 | 170299 | 1793 | SH |  | SOLE |  | 1793 | 0 | 0 |
| FABRINET | SHS | G3323L100 | KYG3323L1005 | 171798 | 583 | SH |  | SOLE |  | 583 | 0 | 0 |
| ASML HOLDING N V N Y REGISTRY | SHS | N07059210 | USN070592100 | 190731 | 238 | SH |  | SOLE |  | 238 | 0 | 0 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | IE00BDB6Q211 | 200758 | 655 | SH |  | SOLE |  | 655 | 0 | 0 |
| COOPER COS INC | COM | 216648501 | US2166485019 | 241944 | 3400 | SH |  | SOLE |  | 3400 | 0 | 0 |
| CLARIVATE PLC ORD | SHS | G21810109 | JE00BJJN4441 | 242584 | 56415 | SH |  | SOLE |  | 56415 | 0 | 0 |
| IDEX CORP | COM | 45167R104 | US45167R1041 | 263355 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| SOUTHERN COPPER CORP | COM | 84265V105 | US84265V1052 | 274778 | 2716 | SH |  | SOLE |  | 2716 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 | US0758871091 | 275600 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| EPLUS INC | COM | 294268107 | US2942681071 | 331660 | 4600 | SH |  | SOLE |  | 4600 | 0 | 0 |
| BELDEN INC | COM | 077454106 | US0774541066 | 382140 | 3300 | SH |  | SOLE |  | 3300 | 0 | 0 |
| EQUITABLE HLDGS INC | COM | 29452E101 | US29452E1010 | 403920 | 7200 | SH |  | SOLE |  | 7200 | 0 | 0 |
| AVANTOR INC | COM | 05352A100 | US05352A1007 | 428822 | 31859 | SH |  | SOLE |  | 31859 | 0 | 0 |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | CA3759161035 | 442860 | 6600 | SH |  | SOLE |  | 6600 | 0 | 0 |
| AES CORP | COM | 00130H105 | US00130H1059 | 459240 | 43654 | SH |  | SOLE |  | 43654 | 0 | 0 |
| MKS INC. | COM | 55306N104 | US55306N1046 | 463713 | 4667 | SH |  | SOLE |  | 4667 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 | US1255231003 | 495870 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | US8793601050 | 512310 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| AERCAP HOLDINGS NV | SHS | N00985106 | NL0000687663 | 549900 | 4700 | SH |  | SOLE |  | 4700 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | US5380341090 | 574410 | 3797 | SH |  | SOLE |  | 3797 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 | US36828A1016 | 595294 | 1125 | SH |  | SOLE |  | 1125 | 0 | 0 |
| PRUDENTIAL FINL INC | COM | 744320102 | US7443201022 | 599408 | 5579 | SH |  | SOLE |  | 5579 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | US43300A2033 | 612582 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| SUN CMNTYS INC | COM | 866674104 | US8666741041 | 636877 | 5035 | SH |  | SOLE |  | 5035 | 0 | 0 |
| FACTSET RESH SYS INC | COM | 303075105 | US3030751057 | 643636 | 1439 | SH |  | SOLE |  | 1439 | 0 | 0 |
| TRIMBLE INC | COM | 896239100 | US8962391004 | 698256 | 9190 | SH |  | SOLE |  | 9190 | 0 | 0 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | GB00BDCPN049 | 709308 | 7650 | SH |  | SOLE |  | 7650 | 0 | 0 |
| PAY | COM | 70432V102 | US70432V1026 | 740480 | 3200 | SH |  | SOLE |  | 3200 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | US5184151042 | 865947 | 17676 | SH |  | SOLE |  | 17676 | 0 | 0 |
| XCEL ENERGY INC | COM | 98389B100 | US98389B1008 | 919078 | 13496 | SH |  | SOLE |  | 13496 | 0 | 0 |
| ONTO INNOVATION INC | COM | 683344105 | US6833441057 | 932896 | 9243 | SH |  | SOLE |  | 9243 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 | US78409V1044 | 955449 | 1812 | SH |  | SOLE |  | 1812 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 | US80004C2008 | 1001101 | 22075 | SH |  | SOLE |  | 22075 | 0 | 0 |
| KULICKE  SOFFA INDS INC | COM | 501242101 | US5012421013 | 1006825 | 29099 | SH |  | SOLE |  | 29099 | 0 | 0 |
| IDACORP INC | COM | 451107106 | US4511071064 | 1033855 | 8955 | SH |  | SOLE |  | 8955 | 0 | 0 |
| OKTA INC | CL A | 679295105 | US6792951054 | 1034590 | 10349 | SH |  | SOLE |  | 10349 | 0 | 0 |
| TD SYNNEX CORPORATION | COM | 87162W100 | US87162W1009 | 1044890 | 7700 | SH |  | SOLE |  | 7700 | 0 | 0 |
| PORTLAND GEN ELEC CO | COM | 736508847 | US7365088472 | 1056258 | 25997 | SH |  | SOLE |  | 25997 | 0 | 0 |
| SBA | COM | 78410G104 | US78410G1040 | 1056780 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| ANNALY CAPITAL MANAGEMENT IN | COM | 035710839 | US0357108390 | 1056912 | 56159 | SH |  | SOLE |  | 56159 | 0 | 0 |
| VIAVI SOLUTIONS INC | COM | 925550105 | US9255501051 | 1074590 | 106712 | SH |  | SOLE |  | 106712 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 | US65339F1012 | 1079689 | 15553 | SH |  | SOLE |  | 15553 | 0 | 0 |
| VEECO INSTRS INC DEL | COM | 922417100 | US9224171002 | 1118392 | 55039 | SH |  | SOLE |  | 55039 | 0 | 0 |
| DESCARTES SYS GROUP INC | COM | 249906108 | CA2499061083 | 1120473 | 8100 | SH |  | SOLE |  | 8100 | 0 | 0 |
| AMEREN CORP | COM | 023608102 | US0236081024 | 1129911 | 11765 | SH |  | SOLE |  | 11765 | 0 | 0 |
| ULTRA CLEAN HLDGS INC | COM | 90385V107 | US90385V1070 | 1130870 | 50105 | SH |  | SOLE |  | 50105 | 0 | 0 |
| STERIS PLC | SHS | G8473T100 | IE00BFY8C754 | 1153056 | 4800 | SH |  | SOLE |  | 4800 | 0 | 0 |
| OGE ENERGY CORP | COM | 670837103 | US6708371033 | 1159516 | 26127 | SH |  | SOLE |  | 26127 | 0 | 0 |
| AMCOR PLC | ORD | G0250X107 | JE00BJ1F3079 | 1171725 | 127500 | SH |  | SOLE |  | 127500 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 | US8425871071 | 1173496 | 12779 | SH |  | SOLE |  | 12779 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 | US25746U1097 | 1180251 | 20882 | SH |  | SOLE |  | 20882 | 0 | 0 |
| QIAGEN NV | COM | N72482206 | NL0015002CX3 | 1214489 | 29705 | SH |  | SOLE |  | 29705 | 0 | 0 |
| GRAB HOLDINGS LIMITED CLASS A | ORD | G4124C109 | KYG4124C1096 | 1217260 | 242000 | SH |  | SOLE |  | 242000 | 0 | 0 |
| PTC INC | COM | 69370C100 | US69370C1009 | 1240848 | 7200 | SH |  | SOLE |  | 7200 | 0 | 0 |
| LITTELFUSE INC | COM | 537008104 | US5370081045 | 1247015 | 5500 | SH |  | SOLE |  | 5500 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM | 934423104 | US9344231041 | 1249140 | 109000 | SH |  | SOLE |  | 109000 | 0 | 0 |
| AXCELIS TECHNOLOGIES INC | COM | 054540208 | US0545402085 | 1253723 | 17990 | SH |  | SOLE |  | 17990 | 0 | 0 |
| FORMFACTOR INC | COM | 346375108 | US3463751087 | 1288895 | 37457 | SH |  | SOLE |  | 37457 | 0 | 0 |
| DIGITALBRIDGE GROUP INC | CL A | 25401T603 | US25401T6038 | 1301005 | 125701 | SH |  | SOLE |  | 125701 | 0 | 0 |
| INTEL CORP | COM | 458140100 | US4581401001 | 1303926 | 58211 | SH |  | SOLE |  | 58211 | 0 | 0 |
| ADVANCED ENERGY INDS | COM | 007973100 | US0079731008 | 1329638 | 10035 | SH |  | SOLE |  | 10035 | 0 | 0 |
| PURE STORAGE INC | CL A | 74624M102 | US74624M1027 | 1363322 | 23677 | SH |  | SOLE |  | 23677 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 | US2538681030 | 1365353 | 7832 | SH |  | SOLE |  | 7832 | 0 | 0 |
| SUPER MICRO | COM | 86800U302 | US86800U3023 | 1381690 | 28192 | SH |  | SOLE |  | 28192 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 | US19247G1076 | 1390516 | 15587 | SH |  | SOLE |  | 15587 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 | US6516391066 | 1404066 | 24100 | SH |  | SOLE |  | 24100 | 0 | 0 |
| PPL CORP | COM | 69351T106 | US69351T1060 | 1409451 | 41589 | SH |  | SOLE |  | 41589 | 0 | 0 |
| ROBERT HALF INC. | COM | 770323103 | US7703231032 | 1448901 | 35296 | SH |  | SOLE |  | 35296 | 0 | 0 |
| DEUTSCHE BANK A G | NAMEN AKT | D18190898 | DE0005140008 | 1493210 | 59325 | SH |  | SOLE |  | 59325 | 0 | 0 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | US9022521051 | 1493364 | 2519 | SH |  | SOLE |  | 2519 | 0 | 0 |
| SANMINA CORPORATION | COM | 801056102 | US8010561020 | 1503941 | 15373 | SH |  | SOLE |  | 15373 | 0 | 0 |
| BROOKFIELD ASSET MANAGMT LTD | CL A | 113004105 | CA1130041058 | 1507325 | 19999 | SH |  | SOLE |  | 19999 | 0 | 0 |
| FIRSTENERGY CORP | COM | 337932107 | US3379321074 | 1510153 | 37510 | SH |  | SOLE |  | 37510 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | US1273871087 | 1514557 | 4915 | SH |  | SOLE |  | 4915 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | US8740391003 | 1525410 | 6735 | SH |  | SOLE |  | 6735 | 0 | 0 |
| PROLOGIS INC. | COM | 74340W103 | US74340W1036 | 1526027 | 14517 | SH |  | SOLE |  | 14517 | 0 | 0 |
| NVENT ELECTRIC PLC | SHS | G6700G107 | IE00BDVJJQ56 | 1541912 | 21050 | SH |  | SOLE |  | 21050 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | US75886F1075 | 1575000 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 | US55024U1097 | 1587407 | 16699 | SH |  | SOLE |  | 16699 | 0 | 0 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | US9100471096 | 1648341 | 20700 | SH |  | SOLE |  | 20700 | 0 | 0 |
| ZOOMINFO TECHNOLOGIES INC | COM | 98980F104 | US98980F1049 | 1655055 | 163543 | SH |  | SOLE |  | 163543 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 | US5801351017 | 1665369 | 5700 | SH |  | SOLE |  | 5700 | 0 | 0 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | US74251V1026 | 1683916 | 21200 | SH |  | SOLE |  | 21200 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | US0079031078 | 1689036 | 11903 | SH |  | SOLE |  | 11903 | 0 | 0 |
| CARMAX INC | COM | 143130102 | US1431301027 | 1761776 | 26213 | SH |  | SOLE |  | 26213 | 0 | 0 |
| KOHLS CORP | COM | 500255104 | US5002551043 | 1770717 | 208811 | SH |  | SOLE |  | 208811 | 0 | 0 |
| ELASTIC N V ORD | SHS | N14506104 | NL0013056914 | 1844634 | 21874 | SH |  | SOLE |  | 21874 | 0 | 0 |
| DXC TECHNOLOGY CO | COM | 23355L106 | US23355L1061 | 1853408 | 121217 | SH |  | SOLE |  | 121217 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 | US5951121038 | 1926398 | 15630 | SH |  | SOLE |  | 15630 | 0 | 0 |
| CSX CORP | COM | 126408103 | US1264081035 | 1951274 | 59800 | SH |  | SOLE |  | 59800 | 0 | 0 |
| DAYFORCE INC | COM | 15677J108 | US15677J1088 | 1970665 | 35578 | SH |  | SOLE |  | 35578 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 | US0605051046 | 1987440 | 42000 | SH |  | SOLE |  | 42000 | 0 | 0 |
| DRAFTKINGS INC NEW | COM | 26142V105 | US26142V1052 | 2015830 | 47000 | SH |  | SOLE |  | 47000 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 | US1491231015 | 2018692 | 5200 | SH |  | SOLE |  | 5200 | 0 | 0 |
| SCIENCE APPLICATIONS INTL CO | COM | 808625107 | US8086251076 | 2026755 | 17998 | SH |  | SOLE |  | 17998 | 0 | 0 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | US09061G1013 | 2044884 | 37200 | SH |  | SOLE |  | 37200 | 0 | 0 |
| FIRST AMERN FINL CORP | COM | 31847R102 | US31847R1023 | 2063563 | 33614 | SH |  | SOLE |  | 33614 | 0 | 0 |
| KEMPER CORP | COM | 488401100 | US4884011002 | 2099034 | 32523 | SH |  | SOLE |  | 32523 | 0 | 0 |
| CROWN HLDGS INC | COM | 228368106 | US2283681060 | 2152282 | 20900 | SH |  | SOLE |  | 20900 | 0 | 0 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | US9314271084 | 2174875 | 189449 | SH |  | SOLE |  | 189449 | 0 | 0 |
| BLOCK H  R INC | COM | 093671105 | US0936711052 | 2185006 | 39807 | SH |  | SOLE |  | 39807 | 0 | 0 |
| JONES LANG LASALLE INC | COM | 48020Q107 | US48020Q1076 | 2210195 | 8641 | SH |  | SOLE |  | 8641 | 0 | 0 |
| BILL HOLDINGS INC | COM | 090043100 | US0900431000 | 2213171 | 47842 | SH |  | SOLE |  | 47842 | 0 | 0 |
| STATE STR CORP | COM | 857477103 | US8574771031 | 2222506 | 20900 | SH |  | SOLE |  | 20900 | 0 | 0 |
| VOYA FINANCIAL INC | COM | 929089100 | US9290891004 | 2235506 | 31486 | SH |  | SOLE |  | 31486 | 0 | 0 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | US02043Q1076 | 2250021 | 6900 | SH |  | SOLE |  | 6900 | 0 | 0 |
| UBS GROUP AG | SHS | H42097107 | CH0244767585 | 2332110 | 86857 | SH |  | SOLE |  | 86857 | 0 | 0 |
| LAS VEGAS SANDS CORP | COM | 517834107 | US5178341070 | 2353847 | 54099 | SH |  | SOLE |  | 54099 | 0 | 0 |
| SYSCO CORP | COM | 871829107 | US8718291078 | 2355514 | 31100 | SH |  | SOLE |  | 31100 | 0 | 0 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | US0304201033 | 2364870 | 17000 | SH |  | SOLE |  | 17000 | 0 | 0 |
| COINBASE GLOBAL INC | COM | 19260Q107 | US19260Q1076 | 2383332 | 6800 | SH |  | SOLE |  | 6800 | 0 | 0 |
| NEW YORK TIMES CO | CL A | 650111107 | US6501111073 | 2438209 | 43555 | SH |  | SOLE |  | 43555 | 0 | 0 |
| PPG INDS INC | COM | 693506107 | US6935061076 | 2443805 | 21484 | SH |  | SOLE |  | 21484 | 0 | 0 |
| CREDO TECHNOLOGY GROUP HOLDI | ORD | G25457105 | KYG254571055 | 2458727 | 26555 | SH |  | SOLE |  | 26555 | 0 | 0 |
| ALAMOS GOLD INC NEW | COM | 011532108 | CA0115321089 | 2473826 | 68300 | SH |  | SOLE |  | 68300 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 | US95040Q1040 | 2512717 | 16345 | SH |  | SOLE |  | 16345 | 0 | 0 |
| CORNING INC | COM | 219350105 | US2193501051 | 2521059 | 47938 | SH |  | SOLE |  | 47938 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 | US45168D1046 | 2533134 | 4723 | SH |  | SOLE |  | 4723 | 0 | 0 |
| TETRA TECH INC NEW | COM | 88162G103 | US88162G1031 | 2603792 | 72408 | SH |  | SOLE |  | 72408 | 0 | 0 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | LR0008862868 | 2610648 | 8337 | SH |  | SOLE |  | 8337 | 0 | 0 |
| EN | COM | 29261A100 | US29261A1007 | 2685106 | 21896 | SH |  | SOLE |  | 21896 | 0 | 0 |
| CARLYLE GROUP INC | COM | 14316J108 | US14316J1088 | 2775600 | 54000 | SH |  | SOLE |  | 54000 | 0 | 0 |
| BIOGEN INC | COM | 09062X103 | US09062X1037 | 2813216 | 22400 | SH |  | SOLE |  | 22400 | 0 | 0 |
| HENRY JACK  ASSOC INC | COM | 426281101 | US4262811015 | 2823264 | 15670 | SH |  | SOLE |  | 15670 | 0 | 0 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | US02665T3068 | 2831495 | 78500 | SH |  | SOLE |  | 78500 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | IE00BK9ZQ967 | 2843165 | 6500 | SH |  | SOLE |  | 6500 | 0 | 0 |
| TYSON FOODS INC | CL A | 902494103 | US9024941034 | 2852940 | 51000 | SH |  | SOLE |  | 51000 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | US40171V1008 | 2893445 | 12289 | SH |  | SOLE |  | 12289 | 0 | 0 |
| COUPANG INC | CL A | 22266T109 | US22266T1097 | 2894765 | 96621 | SH |  | SOLE |  | 96621 | 0 | 0 |
| SOLVENTUM CORP | COM | 83444M101 | US83444M1018 | 2898226 | 38215 | SH |  | SOLE |  | 38215 | 0 | 0 |
| SAMSARA INC | COM | 79589L106 | US79589L1061 | 2919852 | 73400 | SH |  | SOLE |  | 73400 | 0 | 0 |
| TENET HEALTHCARE CORP | COM | 88033G407 | US88033G4073 | 2956624 | 16799 | SH |  | SOLE |  | 16799 | 0 | 0 |
| IQVIA HLDGS INC | COM | 46266C105 | US46266C1053 | 3053306 | 19375 | SH |  | SOLE |  | 19375 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 | IE00B8KQN827 | 3070114 | 8600 | SH |  | SOLE |  | 8600 | 0 | 0 |
| FERGUSON ENTERPRISES INC | COM | 31488V107 | US31488V1070 | 3070275 | 14100 | SH |  | SOLE |  | 14100 | 0 | 0 |
| CDW CORP | COM | 12514G108 | US12514G1085 | 3107466 | 17400 | SH |  | SOLE |  | 17400 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 | US92840M1027 | 3114139 | 16068 | SH |  | SOLE |  | 16068 | 0 | 0 |
| INTERDIGITAL INC | COM | 45867G101 | US45867G1013 | 3160073 | 14093 | SH |  | SOLE |  | 14093 | 0 | 0 |
| AMGEN INC | COM | 031162100 | US0311621009 | 3238836 | 11600 | SH |  | SOLE |  | 11600 | 0 | 0 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | US64125C1099 | 3443906 | 27400 | SH |  | SOLE |  | 27400 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 | US0640581007 | 3460267 | 37979 | SH |  | SOLE |  | 37979 | 0 | 0 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | US25402D1028 | 3504169 | 122695 | SH |  | SOLE |  | 122695 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 | US22052L1044 | 3532722 | 47400 | SH |  | SOLE |  | 47400 | 0 | 0 |
| WATERS CORP | COM | 941848103 | US9418481035 | 3541011 | 10145 | SH |  | SOLE |  | 10145 | 0 | 0 |
| CF INDS HLDGS INC | COM | 125269100 | US1252691001 | 3542000 | 38500 | SH |  | SOLE |  | 38500 | 0 | 0 |
| INTERNATIONAL PAPER CO | COM | 460146103 | US4601461035 | 3573504 | 76308 | SH |  | SOLE |  | 76308 | 0 | 0 |
| COREBRIDGE FINL INC | COM | 21871X109 | US21871X1090 | 3581950 | 100900 | SH |  | SOLE |  | 100900 | 0 | 0 |
| NATERA INC | COM | 632307104 | US6323071042 | 3632210 | 21500 | SH |  | SOLE |  | 21500 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | US5738741041 | 3664426 | 47344 | SH |  | SOLE |  | 47344 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 | US26614N1028 | 3724437 | 54300 | SH |  | SOLE |  | 54300 | 0 | 0 |
| JABIL INC | COM | 466313103 | US4663131039 | 3924491 | 17994 | SH |  | SOLE |  | 17994 | 0 | 0 |
| INVITATION HOMES INC | COM | 46187W107 | US46187W1071 | 3958960 | 120700 | SH |  | SOLE |  | 120700 | 0 | 0 |
| BRAZE INC | COM | 10576N102 | US10576N1028 | 3996213 | 142214 | SH |  | SOLE |  | 142214 | 0 | 0 |
| GITLAB INC CLASS A | COM | 37637K108 | US37637K1088 | 4150030 | 91998 | SH |  | SOLE |  | 91998 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 | US37045V1008 | 4192692 | 85200 | SH |  | SOLE |  | 85200 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | US1696561059 | 4222480 | 75200 | SH |  | SOLE |  | 75200 | 0 | 0 |
| GENPACT LIMITED | SHS | G3922B107 | BMG3922B1072 | 4237283 | 96280 | SH |  | SOLE |  | 96280 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 | US6558441084 | 4249102 | 16600 | SH |  | SOLE |  | 16600 | 0 | 0 |
| EVERGY INC | COM | 30034W106 | US30034W1062 | 4263665 | 61855 | SH |  | SOLE |  | 61855 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 | US8085131055 | 4270306 | 46803 | SH |  | SOLE |  | 46803 | 0 | 0 |
| NORTHERN TR CORP | COM | 665859104 | US6658591044 | 4361576 | 34400 | SH |  | SOLE |  | 34400 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES I | COM | 36266G107 | US36266G1076 | 4370130 | 59000 | SH |  | SOLE |  | 59000 | 0 | 0 |
| RB GLOBAL INC | COM | 74935Q107 | CA74935Q1072 | 4383501 | 30300 | SH |  | SOLE |  | 30300 | 0 | 0 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 | US4461501045 | 4540284 | 270900 | SH |  | SOLE |  | 270900 | 0 | 0 |
| CHURCH  DWIGHT CO INC | COM | 171340102 | US1713401024 | 4594058 | 47800 | SH |  | SOLE |  | 47800 | 0 | 0 |
| CONFLUENT INC CLASS A | COM | 20717M103 | US20717M1036 | 4671583 | 187388 | SH |  | SOLE |  | 187388 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 | US5717481023 | 4724810 | 21610 | SH |  | SOLE |  | 21610 | 0 | 0 |
| ROBINHOOD MKTS INC | COM | 770700102 | US7707001027 | 4821945 | 51500 | SH |  | SOLE |  | 51500 | 0 | 0 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 | US3635761097 | 4833812 | 15100 | SH |  | SOLE |  | 15100 | 0 | 0 |
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | US31946M1036 | 4891175 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 | US0200021014 | 4891833 | 24300 | SH |  | SOLE |  | 24300 | 0 | 0 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | US49338L1035 | 4945950 | 30184 | SH |  | SOLE |  | 30184 | 0 | 0 |
| BLACKLINE INC | COM | 09239B109 | US09239B1098 | 5067490 | 89500 | SH |  | SOLE |  | 89500 | 0 | 0 |
| SENTINELONE INC | CL A | 81730H109 | US81730H1095 | 5203018 | 284629 | SH |  | SOLE |  | 284629 | 0 | 0 |
| ANSYS INC | COM | 03662Q105 | US03662Q1058 | 5408788 | 15400 | SH |  | SOLE |  | 15400 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | US7739031091 | 5447588 | 16400 | SH |  | SOLE |  | 16400 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 | IE00BTN1Y115 | 5459370 | 62629 | SH |  | SOLE |  | 62629 | 0 | 0 |
| COMMVAULT SYS INC | COM | 204166102 | US2041661024 | 5482156 | 31447 | SH |  | SOLE |  | 31447 | 0 | 0 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | CA9628791027 | 5559684 | 45400 | SH |  | SOLE |  | 45400 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 | US29444U7000 | 5629541 | 7077 | SH |  | SOLE |  | 7077 | 0 | 0 |
| BXP INC | COM | 101121101 | US1011211018 | 5653244 | 83789 | SH |  | SOLE |  | 83789 | 0 | 0 |
| CMS ENERGY CORP | COM | 125896100 | US1258961002 | 5762225 | 83173 | SH |  | SOLE |  | 83173 | 0 | 0 |
| PAN AMERN SILVER CORP | COM | 697900108 | CA6979001089 | 5780544 | 149600 | SH |  | SOLE |  | 149600 | 0 | 0 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | US4165151048 | 5823333 | 45900 | SH |  | SOLE |  | 45900 | 0 | 0 |
| THE TRADE DESK INC | COM | 88339J105 | US88339J1051 | 5846308 | 81210 | SH |  | SOLE |  | 81210 | 0 | 0 |
| MORGAN STANLEY | COM | 617446448 | US6174464486 | 5959927 | 42311 | SH |  | SOLE |  | 42311 | 0 | 0 |
| PEPSICO INC | COM | 713448108 | US7134481081 | 6096155 | 46169 | SH |  | SOLE |  | 46169 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 | US6974351057 | 6103388 | 29825 | SH |  | SOLE |  | 29825 | 0 | 0 |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | US98954M2008 | 6206430 | 88600 | SH |  | SOLE |  | 88600 | 0 | 0 |
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | US45841N1072 | 6217445 | 112208 | SH |  | SOLE |  | 112208 | 0 | 0 |
| INFORMATICA INC | COM | 45674M101 | US45674M1018 | 6351186 | 260829 | SH |  | SOLE |  | 260829 | 0 | 0 |
| EXTRA SPACE STORAGE INC | COM | 30225T102 | US30225T1025 | 6369408 | 43200 | SH |  | SOLE |  | 43200 | 0 | 0 |
| TRANSUNION | COM | 89400J107 | US89400J1079 | 6406400 | 72800 | SH |  | SOLE |  | 72800 | 0 | 0 |
| GRACO INC | COM | 384109104 | US3841091040 | 6533720 | 76000 | SH |  | SOLE |  | 76000 | 0 | 0 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | US9892071054 | 6537232 | 21200 | SH |  | SOLE |  | 21200 | 0 | 0 |
| NASDAQ INC | COM | 631103108 | US6311031081 | 6974760 | 78000 | SH |  | SOLE |  | 78000 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 | US3167731005 | 7025004 | 170800 | SH |  | SOLE |  | 170800 | 0 | 0 |
| AFLAC INC | COM | 001055102 | US0010551028 | 7255648 | 68800 | SH |  | SOLE |  | 68800 | 0 | 0 |
| MCCORMICK  CO INC | COM | 579780206 | US5797802064 | 7301466 | 96300 | SH |  | SOLE |  | 96300 | 0 | 0 |
| CREDICORP LTD | COM | G2519Y108 | BMG2519Y1084 | 7331456 | 32800 | SH |  | SOLE |  | 32800 | 0 | 0 |
| BLOCK INC | CL A | 852234103 | US8522341036 | 7377198 | 108600 | SH |  | SOLE |  | 108600 | 0 | 0 |
| WESTERN DIGITAL CORP | COM | 958102105 | US9581021055 | 7460594 | 116590 | SH |  | SOLE |  | 116590 | 0 | 0 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | US7591EP1005 | 7493472 | 318600 | SH |  | SOLE |  | 318600 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 | US98980G1022 | 7524828 | 23969 | SH |  | SOLE |  | 23969 | 0 | 0 |
| AMETEK INC | COM | 031100100 | US0311001004 | 7672704 | 42400 | SH |  | SOLE |  | 42400 | 0 | 0 |
| CARVANA CO | CL A | 146869102 | US1468691027 | 7682688 | 22800 | SH |  | SOLE |  | 22800 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 | US8825081040 | 7723464 | 37200 | SH |  | SOLE |  | 37200 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 | US09260D1072 | 7733286 | 51700 | SH |  | SOLE |  | 51700 | 0 | 0 |
| CAMDEN PPTY TR | SH BEN INT | 133131102 | US1331311027 | 7764341 | 68900 | SH |  | SOLE |  | 68900 | 0 | 0 |
| ESSEX PPTY TR INC | COM | 297178105 | US2971781057 | 7792366 | 27496 | SH |  | SOLE |  | 27496 | 0 | 0 |
| CLOUDFLARE INC CL A | COM | 18915M107 | US18915M1071 | 7793447 | 39797 | SH |  | SOLE |  | 39797 | 0 | 0 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | US61174X1090 | 7873848 | 125700 | SH |  | SOLE |  | 125700 | 0 | 0 |
| OPEN TEXT CORP | COM | 683715106 | CA6837151068 | 7874441 | 197900 | SH |  | SOLE |  | 197900 | 0 | 0 |
| ERIE INDTY CO | CL A | 29530P102 | US29530P1021 | 7937676 | 22889 | SH |  | SOLE |  | 22889 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | US6934751057 | 7978776 | 42800 | SH |  | SOLE |  | 42800 | 0 | 0 |
| DATADOG INC CL A | COM | 23804L103 | US23804L1035 | 8001366 | 59565 | SH |  | SOLE |  | 59565 | 0 | 0 |
| HUBBELL INC | COM | 443510607 | US4435106079 | 8045677 | 19700 | SH |  | SOLE |  | 19700 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 | US23331A1097 | 8070392 | 62600 | SH |  | SOLE |  | 62600 | 0 | 0 |
| RELIANCE INC | COM | 759509102 | US7595091023 | 8381130 | 26700 | SH |  | SOLE |  | 26700 | 0 | 0 |
| COPART INC | COM | 217204106 | US2172041061 | 8415505 | 171500 | SH |  | SOLE |  | 171500 | 0 | 0 |
| CROWN CASTLE INC | COM | 22822V101 | US22822V1017 | 8444406 | 82200 | SH |  | SOLE |  | 82200 | 0 | 0 |
| DECKERS OUTDOOR CORP | COM | 243537107 | US2435371073 | 8736316 | 84761 | SH |  | SOLE |  | 84761 | 0 | 0 |
| FIRSTSERVICE CORP NEW | COM | 33767E202 | CA33767E2024 | 8816073 | 37100 | SH |  | SOLE |  | 37100 | 0 | 0 |
| ALBERTSONS COS INC | COM | 013091103 | US0130911037 | 8902989 | 413900 | SH |  | SOLE |  | 413900 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 | US0533321024 | 8909352 | 2400 | SH |  | SOLE |  | 2400 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM | 46120E602 | US46120E6023 | 8911924 | 16400 | SH |  | SOLE |  | 16400 | 0 | 0 |
| WEYERHAEUSER CO MTN BE | COM | 962166104 | US9621661043 | 9042880 | 352000 | SH |  | SOLE |  | 352000 | 0 | 0 |
| SNAP ON INC | COM | 833034101 | US8330341012 | 9045380 | 29068 | SH |  | SOLE |  | 29068 | 0 | 0 |
| FRANCO NEV CORP | COM | 351858105 | CA3518581051 | 9278155 | 41500 | SH |  | SOLE |  | 41500 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 | US8923561067 | 9408891 | 178300 | SH |  | SOLE |  | 178300 | 0 | 0 |
| BURLINGTON STORES INC | COM | 122017106 | US1220171060 | 9445184 | 40600 | SH |  | SOLE |  | 40600 | 0 | 0 |
| VEEVA SYS INC CL A | COM | 922475108 | US9224751084 | 9445744 | 32800 | SH |  | SOLE |  | 32800 | 0 | 0 |
| LULULEMON ATHLETICA INC | COM | 550021109 | US5500211090 | 9669506 | 40700 | SH |  | SOLE |  | 40700 | 0 | 0 |
| ILLUMINA INC | COM | 452327109 | US4523271090 | 9778666 | 102491 | SH |  | SOLE |  | 102491 | 0 | 0 |
| ECOLAB INC | COM | 278865100 | US2788651006 | 9834560 | 36500 | SH |  | SOLE |  | 36500 | 0 | 0 |
| EXELON CORP | COM | 30161N101 | US30161N1019 | 9850305 | 226861 | SH |  | SOLE |  | 226861 | 0 | 0 |
| WP CAREY INC | COM | 92936U109 | US92936U1097 | 10024466 | 160700 | SH |  | SOLE |  | 160700 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | US22788C1053 | 10024749 | 19683 | SH |  | SOLE |  | 19683 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | US12008R1077 | 10187037 | 87300 | SH |  | SOLE |  | 87300 | 0 | 0 |
| CARLISLE COS INC | COM | 142339100 | US1423391002 | 10249457 | 27449 | SH |  | SOLE |  | 27449 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | US22160K1051 | 10475545 | 10582 | SH |  | SOLE |  | 10582 | 0 | 0 |
| BROWN  BROWN INC | COM | 115236101 | US1152361010 | 10621789 | 95804 | SH |  | SOLE |  | 95804 | 0 | 0 |
| UDR INC | COM | 902653104 | US9026531049 | 10847674 | 265679 | SH |  | SOLE |  | 265679 | 0 | 0 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | US74144T1088 | 10991350 | 113900 | SH |  | SOLE |  | 113900 | 0 | 0 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | US31620M1062 | 11006632 | 135200 | SH |  | SOLE |  | 135200 | 0 | 0 |
| MONGODB INC | CL A | 60937P106 | US60937P1066 | 11080962 | 52769 | SH |  | SOLE |  | 52769 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | US8835561023 | 11108793 | 27398 | SH |  | SOLE |  | 27398 | 0 | 0 |
| BERKLEY W R CORP | COM | 084423102 | US0844231029 | 11138052 | 151600 | SH |  | SOLE |  | 151600 | 0 | 0 |
| LOGITECH INTL S A | SHS | H50430232 | CH0025751329 | 11245228 | 157408 | SH |  | SOLE |  | 157408 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 | US98138H1014 | 11325600 | 47190 | SH |  | SOLE |  | 47190 | 0 | 0 |
| AVERY DENNISON CORP | COM | 053611109 | US0536111091 | 11440644 | 65200 | SH |  | SOLE |  | 65200 | 0 | 0 |
| CITIZENS FINL GROUP INC | COM | 174610105 | US1746101054 | 11635000 | 260000 | SH |  | SOLE |  | 260000 | 0 | 0 |
| ROBLOX CORP | CL A | 771049103 | US7710491033 | 11708760 | 111300 | SH |  | SOLE |  | 111300 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | US00846U1016 | 11836403 | 100300 | SH |  | SOLE |  | 100300 | 0 | 0 |
| FIDELITY NATIONAL FINANCIAL | COM | 31620R303 | US31620R3030 | 12060580 | 215137 | SH |  | SOLE |  | 215137 | 0 | 0 |
| MOODYS CORP | COM | 615369105 | US6153691059 | 12138478 | 24200 | SH |  | SOLE |  | 24200 | 0 | 0 |
| TWILIO INC | CL A | 90138F102 | US90138F1021 | 12152459 | 97720 | SH |  | SOLE |  | 97720 | 0 | 0 |
| NVR INC | COM | 62944T105 | US62944T1051 | 12186339 | 1650 | SH |  | SOLE |  | 1650 | 0 | 0 |
| AVALONBAY CMNTYS INC | COM | 053484101 | US0534841012 | 12352450 | 60700 | SH |  | SOLE |  | 60700 | 0 | 0 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | US29476L1070 | 12627379 | 187100 | SH |  | SOLE |  | 187100 | 0 | 0 |
| HCA HEALTHCARE INC | COM | 40412C101 | US40412C1018 | 12948780 | 33800 | SH |  | SOLE |  | 33800 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 | US2091151041 | 12995325 | 129500 | SH |  | SOLE |  | 129500 | 0 | 0 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | CA0084741085 | 13015217 | 80222 | SH |  | SOLE |  | 80222 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | US0255371017 | 13034954 | 125626 | SH |  | SOLE |  | 125626 | 0 | 0 |
| CARDINAL HEALTH INC | COM | 14149Y108 | US14149Y1082 | 13154400 | 78300 | SH |  | SOLE |  | 78300 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 | US7458671010 | 13309052 | 126200 | SH |  | SOLE |  | 126200 | 0 | 0 |
| APTIV PLC | COM | G3265R107 | JE00BTDN8H13 | 13364571 | 195904 | SH |  | SOLE |  | 195904 | 0 | 0 |
| INTUIT | COM | 461202103 | US4612021034 | 13660655 | 17344 | SH |  | SOLE |  | 17344 | 0 | 0 |
| FERRARI N V | COM | N3167Y103 | NL0011585146 | 13867365 | 33327 | SH |  | SOLE |  | 33327 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 | US00287Y1091 | 13884376 | 74800 | SH |  | SOLE |  | 74800 | 0 | 0 |
| SNOWFLAKE INC | CL A | 833445109 | US8334451098 | 13973318 | 62445 | SH |  | SOLE |  | 62445 | 0 | 0 |
| GARMIN LTD | SHS | H2906T109 | CH0114405324 | 13984240 | 67000 | SH |  | SOLE |  | 67000 | 0 | 0 |
| AE | COM | 00766T100 | US00766T1007 | 14028498 | 124300 | SH |  | SOLE |  | 124300 | 0 | 0 |
| PENTAIR PLC | SHS | G7S00T104 | IE00BLS09M33 | 14095218 | 137300 | SH |  | SOLE |  | 137300 | 0 | 0 |
| KIMCO RLTY CORP | COM | 49446R109 | US49446R1095 | 14220030 | 676500 | SH |  | SOLE |  | 676500 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 | US05464C1018 | 14301008 | 17273 | SH |  | SOLE |  | 17273 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 | US0494681010 | 14302207 | 70423 | SH |  | SOLE |  | 70423 | 0 | 0 |
| NRG ENERGY INC | COM | 629377508 | US6293775085 | 14386844 | 89593 | SH |  | SOLE |  | 89593 | 0 | 0 |
| M  T BK CORP | COM | 55261F104 | US55261F1049 | 14452255 | 74500 | SH |  | SOLE |  | 74500 | 0 | 0 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | US42250P1030 | 14647115 | 836500 | SH |  | SOLE |  | 836500 | 0 | 0 |
| DOMINOS PIZZA INC | COM | 25754A201 | US25754A2015 | 14779680 | 32800 | SH |  | SOLE |  | 32800 | 0 | 0 |
| TOAST INC | CL A | 888787108 | US8887871080 | 15262334 | 344600 | SH |  | SOLE |  | 344600 | 0 | 0 |
| MSCI INC | COM | 55354G100 | US55354G1004 | 15398958 | 26700 | SH |  | SOLE |  | 26700 | 0 | 0 |
| EBAY INC | COM | 278642103 | US2786421030 | 15463704 | 207678 | SH |  | SOLE |  | 207678 | 0 | 0 |
| REGENCY CTRS CORP | COM | 758849103 | US7588491032 | 15813060 | 222000 | SH |  | SOLE |  | 222000 | 0 | 0 |
| RPM INTL INC | COM | 749685103 | US7496851038 | 15860896 | 144400 | SH |  | SOLE |  | 144400 | 0 | 0 |
| CHARTER | COM | 16119P108 | US16119P1084 | 15902709 | 38900 | SH |  | SOLE |  | 38900 | 0 | 0 |
| ALLEGION PLC ORD | SHS | G0176J109 | IE00BFRT3W74 | 16008994 | 111081 | SH |  | SOLE |  | 111081 | 0 | 0 |
| PAYCHEX INC | COM | 704326107 | US7043261079 | 16026637 | 110179 | SH |  | SOLE |  | 110179 | 0 | 0 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | US5926881054 | 16057248 | 13669 | SH |  | SOLE |  | 13669 | 0 | 0 |
| DEERE  CO | COM | 244199105 | US2441991054 | 16271680 | 32000 | SH |  | SOLE |  | 32000 | 0 | 0 |
| NUTANIX INC | CL A | 67059N108 | US67059N1081 | 16488643 | 215707 | SH |  | SOLE |  | 215707 | 0 | 0 |
| TARGET CORP | COM | 87612E106 | US87612E1064 | 16957935 | 171900 | SH |  | SOLE |  | 171900 | 0 | 0 |
| DARDEN RESTAURANTS INC | COM | 237194105 | US2371941053 | 16979863 | 77900 | SH |  | SOLE |  | 77900 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 | US5324571083 | 16993754 | 21800 | SH |  | SOLE |  | 21800 | 0 | 0 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | US7445731067 | 17202856 | 204358 | SH |  | SOLE |  | 204358 | 0 | 0 |
| MASCO CORP | COM | 574599106 | US5745991068 | 17293532 | 268700 | SH |  | SOLE |  | 268700 | 0 | 0 |
| WATSCO INC | COM | 942622200 | US9426222009 | 17311504 | 39200 | SH |  | SOLE |  | 39200 | 0 | 0 |
| NEWS CORP NEW | CL A | 65249B109 | US65249B1098 | 17354459 | 583932 | SH |  | SOLE |  | 583932 | 0 | 0 |
| CUMMINS INC | COM | 231021106 | US2310211063 | 17423000 | 53200 | SH |  | SOLE |  | 53200 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 | US98978V1035 | 17653540 | 113200 | SH |  | SOLE |  | 113200 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 | US92345Y1064 | 17662050 | 56700 | SH |  | SOLE |  | 56700 | 0 | 0 |
| PACKAGING CORP AMER | COM | 695156109 | US6951561090 | 17676610 | 93800 | SH |  | SOLE |  | 93800 | 0 | 0 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 | US59522J1034 | 17790802 | 120200 | SH |  | SOLE |  | 120200 | 0 | 0 |
| VERTIV HOLDINGS CO | COM | 92537N108 | US92537N1081 | 17823308 | 138800 | SH |  | SOLE |  | 138800 | 0 | 0 |
| MOLINA HEALTHCARE INC | COM | 60855R100 | US60855R1005 | 18022950 | 60500 | SH |  | SOLE |  | 60500 | 0 | 0 |
| GAMING  LEISURE PPTYS INC | COM | 36467J108 | US36467J1088 | 18027816 | 386200 | SH |  | SOLE |  | 386200 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 | US20030N1019 | 18070596 | 506321 | SH |  | SOLE |  | 506321 | 0 | 0 |
| INSULET CORP | COM | 45784P101 | US45784P1012 | 18096768 | 57600 | SH |  | SOLE |  | 57600 | 0 | 0 |
| HUBSPOT INC | COM | 443573100 | US4435731009 | 18137789 | 32585 | SH |  | SOLE |  | 32585 | 0 | 0 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | US42824C1099 | 18238537 | 891860 | SH |  | SOLE |  | 891860 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | US0530151036 | 18473160 | 59900 | SH |  | SOLE |  | 59900 | 0 | 0 |
| SS TECHNOLOGIES HLDGS INC | COM | 78467J100 | US78467J1007 | 18729360 | 226200 | SH |  | SOLE |  | 226200 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | US90353T1007 | 18762630 | 201100 | SH |  | SOLE |  | 201100 | 0 | 0 |
| WABTEC | COM | 929740108 | US9297401088 | 18778695 | 89700 | SH |  | SOLE |  | 89700 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 | US12572Q1058 | 18797284 | 68200 | SH |  | SOLE |  | 68200 | 0 | 0 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | US0995021062 | 18910008 | 181600 | SH |  | SOLE |  | 181600 | 0 | 0 |
| OMNI | COM | 681919106 | US6819191064 | 19053669 | 264855 | SH |  | SOLE |  | 264855 | 0 | 0 |
| VICI PPTYS INC | COM | 925652109 | US9256521090 | 19361140 | 593900 | SH |  | SOLE |  | 593900 | 0 | 0 |
| TRADEWEB MKTS INC | CL A | 892672106 | US8926721064 | 19412640 | 132600 | SH |  | SOLE |  | 132600 | 0 | 0 |
| CENTENE CORP DEL | COM | 15135B101 | US15135B1017 | 19557084 | 360300 | SH |  | SOLE |  | 360300 | 0 | 0 |
| PFIZER INC | COM | 717081103 | US7170811035 | 19782264 | 816100 | SH |  | SOLE |  | 816100 | 0 | 0 |
| US BANCORP DEL | COM | 902973304 | US9029733048 | 20742600 | 458400 | SH |  | SOLE |  | 458400 | 0 | 0 |
| REDDIT INC | CL A | 75734B100 | US75734B1008 | 20748546 | 137800 | SH |  | SOLE |  | 137800 | 0 | 0 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | US11133T1034 | 20754762 | 85400 | SH |  | SOLE |  | 85400 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 | US31428X1063 | 20821596 | 91600 | SH |  | SOLE |  | 91600 | 0 | 0 |
| SEA LTD SPONS | ORD | 81141R100 | US81141R1005 | 21575906 | 134900 | SH |  | SOLE |  | 134900 | 0 | 0 |
| VENTAS INC | COM | 92276F100 | US92276F1003 | 21723600 | 344000 | SH |  | SOLE |  | 344000 | 0 | 0 |
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | US29472R1086 | 21732508 | 352400 | SH |  | SOLE |  | 352400 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | US03027X1000 | 21790141 | 98589 | SH |  | SOLE |  | 98589 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 | US0258161092 | 21897339 | 68648 | SH |  | SOLE |  | 68648 | 0 | 0 |
| LENNOX INTL INC | COM | 526107107 | US5261071071 | 22471008 | 39200 | SH |  | SOLE |  | 39200 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 | US1941621039 | 22850896 | 251385 | SH |  | SOLE |  | 251385 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 | US7607591002 | 22885408 | 92800 | SH |  | SOLE |  | 92800 | 0 | 0 |
| F5 INC | COM | 315616102 | US3156161024 | 23015824 | 78200 | SH |  | SOLE |  | 78200 | 0 | 0 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | US68902V1070 | 23659245 | 238934 | SH |  | SOLE |  | 238934 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 | US8243481061 | 24035200 | 70000 | SH |  | SOLE |  | 70000 | 0 | 0 |
| CGI INC | CL A | 12532H104 | CA12532H1047 | 24211593 | 169300 | SH |  | SOLE |  | 169300 | 0 | 0 |
| RESMED INC | COM | 761152107 | US7611521078 | 24561600 | 95200 | SH |  | SOLE |  | 95200 | 0 | 0 |
| COCA COLA CO | COM | 191216100 | US1912161007 | 24698825 | 349100 | SH |  | SOLE |  | 349100 | 0 | 0 |
| SHOPIFY INC | CL A | 82509L107 | CA82509L1076 | 25082482 | 159700 | SH |  | SOLE |  | 159700 | 0 | 0 |
| IRON MTN INC DEL | COM | 46284V101 | US46284V1017 | 25221963 | 245900 | SH |  | SOLE |  | 245900 | 0 | 0 |
| INCYTE CORP | COM | 45337C102 | US45337C1027 | 25251480 | 370800 | SH |  | SOLE |  | 370800 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 | US68389X1054 | 25257887 | 115528 | SH |  | SOLE |  | 115528 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 | US9078181081 | 25473077 | 110714 | SH |  | SOLE |  | 110714 | 0 | 0 |
| VERALTO CORP | COM | 92338C103 | US92338C1036 | 25722060 | 254800 | SH |  | SOLE |  | 254800 | 0 | 0 |
| CARNIVAL CORP | UNIT | 143658300 | PA1436583006 | 26221900 | 932500 | SH |  | SOLE |  | 932500 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 | US81762P1021 | 26227349 | 25511 | SH |  | SOLE |  | 25511 | 0 | 0 |
| TE CONNECTIVITY PLC ORD | SHS | G87052109 | IE000IVNQZ81 | 26565525 | 157500 | SH |  | SOLE |  | 157500 | 0 | 0 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | US12503M1080 | 26842471 | 115100 | SH |  | SOLE |  | 115100 | 0 | 0 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | US3021301094 | 27225775 | 238300 | SH |  | SOLE |  | 238300 | 0 | 0 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | US8288061091 | 27393504 | 170400 | SH |  | SOLE |  | 170400 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 | US74460D1090 | 27816216 | 94800 | SH |  | SOLE |  | 94800 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | US4523081093 | 28458475 | 115100 | SH |  | SOLE |  | 115100 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | US4370761029 | 28634584 | 78100 | SH |  | SOLE |  | 78100 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 | US17275R1023 | 28735670 | 414178 | SH |  | SOLE |  | 414178 | 0 | 0 |
| PG CORP | COM | 69331C108 | US69331C1080 | 28917401 | 2074419 | SH |  | SOLE |  | 2074419 | 0 | 0 |
| EDISON INTL | COM | 281020107 | US2810201077 | 29138520 | 564700 | SH |  | SOLE |  | 564700 | 0 | 0 |
| VISA INC | COM | 92826C839 | US92826C8394 | 29235172 | 82341 | SH |  | SOLE |  | 82341 | 0 | 0 |
| DICKS SPORTING GOODS INC | COM | 253393102 | US2533931026 | 29651719 | 149900 | SH |  | SOLE |  | 149900 | 0 | 0 |
| EMCOR GROUP INC | COM | 29084Q100 | US29084Q1004 | 29793373 | 55700 | SH |  | SOLE |  | 55700 | 0 | 0 |
| C H ROBINSON WORLDWIDE INC | COM | 12541W209 | US12541W2098 | 29965185 | 312300 | SH |  | SOLE |  | 312300 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 | US8716071076 | 30077910 | 58668 | SH |  | SOLE |  | 58668 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | US46625H1005 | 30266604 | 104400 | SH |  | SOLE |  | 104400 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 | US7433151039 | 30288610 | 113500 | SH |  | SOLE |  | 113500 | 0 | 0 |
| CBRE GROUP INC | CL A | 12504L109 | US12504L1098 | 30840412 | 220100 | SH |  | SOLE |  | 220100 | 0 | 0 |
| CITIGROUP INC | COM | 172967424 | US1729674242 | 31409280 | 369000 | SH |  | SOLE |  | 369000 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | US91324P1021 | 31664955 | 101500 | SH |  | SOLE |  | 101500 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | US4781601046 | 31878925 | 208700 | SH |  | SOLE |  | 208700 | 0 | 0 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | US9139031002 | 31956672 | 176410 | SH |  | SOLE |  | 176410 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | US38141G1040 | 31988177 | 45197 | SH |  | SOLE |  | 45197 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | US6821891057 | 32208513 | 614549 | SH |  | SOLE |  | 614549 | 0 | 0 |
| CINTAS CORP | COM | 172908105 | US1729081059 | 32293863 | 144900 | SH |  | SOLE |  | 144900 | 0 | 0 |
| GRAINGER W W INC | COM | 384802104 | US3848021040 | 32663536 | 31400 | SH |  | SOLE |  | 31400 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | US4592001014 | 32867970 | 111500 | SH |  | SOLE |  | 111500 | 0 | 0 |
| AT INC | COM | 00206R102 | US00206R1023 | 32907674 | 1137100 | SH |  | SOLE |  | 1137100 | 0 | 0 |
| BEST BUY INC | COM | 086516101 | US0865161014 | 32913839 | 490300 | SH |  | SOLE |  | 490300 | 0 | 0 |
| DAVITA INC | COM | 23918K108 | US23918K1088 | 32932161 | 231184 | SH |  | SOLE |  | 231184 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | US1101221083 | 33000558 | 712909 | SH |  | SOLE |  | 712909 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 | US7782961038 | 33094252 | 259400 | SH |  | SOLE |  | 259400 | 0 | 0 |
| ARISTA NETWORKS INC | COM | 040413205 | US0404132054 | 33225275 | 324751 | SH |  | SOLE |  | 324751 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | US9113121068 | 33611304 | 332983 | SH |  | SOLE |  | 332983 | 0 | 0 |
| CANADIAN IMPERIAL BK | COM | 136069101 | CA1360691010 | 33657012 | 348200 | SH |  | SOLE |  | 348200 | 0 | 0 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | US87165B1035 | 33990682 | 509300 | SH |  | SOLE |  | 509300 | 0 | 0 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | US91307C1027 | 34022240 | 118400 | SH |  | SOLE |  | 118400 | 0 | 0 |
| NU HLDGS LTD ORD SHS | CL A | G6683N103 | KYG6683N1034 | 34123012 | 2487100 | SH |  | SOLE |  | 2487100 | 0 | 0 |
| VERISIGN INC | COM | 92343E102 | US92343E1029 | 34165040 | 118300 | SH |  | SOLE |  | 118300 | 0 | 0 |
| KELLANOVA | COM | 487836108 | US4878361082 | 34404678 | 432600 | SH |  | SOLE |  | 432600 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 | US09857L1089 | 35314364 | 6100 | SH |  | SOLE |  | 6100 | 0 | 0 |
| BROAD | COM | 11135F101 | US11135F1012 | 35574562 | 129057 | SH |  | SOLE |  | 129057 | 0 | 0 |
| PINTEREST INC | CL A | 72352L106 | US72352L1061 | 35872766 | 1000356 | SH |  | SOLE |  | 1000356 | 0 | 0 |
| CLOROX CO DEL | COM | 189054109 | US1890541097 | 36028084 | 300059 | SH |  | SOLE |  | 300059 | 0 | 0 |
| 3M CO | COM | 88579Y101 | US88579Y1010 | 36151215 | 237462 | SH |  | SOLE |  | 237462 | 0 | 0 |
| KINROSS GOLD CORP | COM | 496902404 | CA4969024047 | 36735664 | 1726300 | SH |  | SOLE |  | 1726300 | 0 | 0 |
| HP INC | COM | 40434L105 | US40434L1052 | 37416462 | 1529700 | SH |  | SOLE |  | 1529700 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 | US70450Y1038 | 37457280 | 504000 | SH |  | SOLE |  | 504000 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 | US25809K1051 | 37469520 | 152000 | SH |  | SOLE |  | 152000 | 0 | 0 |
| GEN DIGITAL INC | COM | 668771108 | US6687711084 | 37699620 | 1282300 | SH |  | SOLE |  | 1282300 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | US21037T1097 | 37898479 | 117420 | SH |  | SOLE |  | 117420 | 0 | 0 |
| FAIR ISAAC CORP | COM | 303250104 | US3032501047 | 38387160 | 21000 | SH |  | SOLE |  | 21000 | 0 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | US6098391054 | 38850174 | 53119 | SH |  | SOLE |  | 53119 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 | US4943681035 | 38869380 | 301500 | SH |  | SOLE |  | 301500 | 0 | 0 |
| TERADYNE INC | COM | 880770102 | US8807701029 | 38982478 | 433524 | SH |  | SOLE |  | 433524 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 | US8725401090 | 39516800 | 320000 | SH |  | SOLE |  | 320000 | 0 | 0 |
| AUTODESK INC | COM | 052769106 | US0527691069 | 39609172 | 127949 | SH |  | SOLE |  | 127949 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | NL0009538784 | 39634086 | 181400 | SH |  | SOLE |  | 181400 | 0 | 0 |
| FISERV INC | COM | 337738108 | US3377381088 | 40067222 | 232395 | SH |  | SOLE |  | 232395 | 0 | 0 |
| FASTENAL CO | COM | 311900104 | US3119001044 | 40576200 | 966100 | SH |  | SOLE |  | 966100 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | US1924461023 | 41929342 | 537349 | SH |  | SOLE |  | 537349 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 | US8725901040 | 41957586 | 176100 | SH |  | SOLE |  | 176100 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS | G1151C101 | IE00B4BNMY34 | 43152842 | 144377 | SH |  | SOLE |  | 144377 | 0 | 0 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD | SHS | G7997R103 | IE00BKVD2N49 | 43154670 | 299000 | SH |  | SOLE |  | 299000 | 0 | 0 |
| FORTINET INC | COM | 34959E109 | US34959E1091 | 44256506 | 418620 | SH |  | SOLE |  | 418620 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 | US58933Y1055 | 44456256 | 561600 | SH |  | SOLE |  | 561600 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | US02079K1079 | 44595846 | 251400 | SH |  | SOLE |  | 251400 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 | US2855121099 | 44636150 | 279500 | SH |  | SOLE |  | 279500 | 0 | 0 |
| AMAZON | COM | 023135106 | US0231351067 | 44748101 | 203966 | SH |  | SOLE |  | 203966 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | LU1778762911 | 45808663 | 59698 | SH |  | SOLE |  | 59698 | 0 | 0 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | US24703L2025 | 45865886 | 374110 | SH |  | SOLE |  | 374110 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | US69608A1088 | 46495208 | 341074 | SH |  | SOLE |  | 341074 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | US14040H1059 | 47047832 | 221131 | SH |  | SOLE |  | 221131 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 | US79466L3024 | 47487600 | 174145 | SH |  | SOLE |  | 174145 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | US57636Q1040 | 50462212 | 89800 | SH |  | SOLE |  | 89800 | 0 | 0 |
| FOX CORP CL A | COM | 35137L105 | US35137L1052 | 51601632 | 920800 | SH |  | SOLE |  | 920800 | 0 | 0 |
| ALPHABET INC CAP STK | CL A | 02079K305 | US02079K3059 | 52783000 | 299512 | SH |  | SOLE |  | 299512 | 0 | 0 |
| LOWES COS INC | COM | 548661107 | US5486611073 | 52849434 | 238200 | SH |  | SOLE |  | 238200 | 0 | 0 |
| WALMART INC | COM | 931142103 | US9311421039 | 53601823 | 548188 | SH |  | SOLE |  | 548188 | 0 | 0 |
| FOX CORP CL B | COM | 35137L204 | US35137L2043 | 55848171 | 1081700 | SH |  | SOLE |  | 1081700 | 0 | 0 |
| VERIZON | COM | 92343V104 | US92343V1044 | 57012552 | 1317600 | SH |  | SOLE |  | 1317600 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | US5949181045 | 58190006 | 116986 | SH |  | SOLE |  | 116986 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 | US64110L1061 | 58921720 | 44000 | SH |  | SOLE |  | 44000 | 0 | 0 |
| ADOBE INC | COM | 00724F101 | US00724F1012 | 59045239 | 152619 | SH |  | SOLE |  | 152619 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 | US3755581036 | 64060686 | 577800 | SH |  | SOLE |  | 577800 | 0 | 0 |
| LAM RESEARCH CORP | COM | 512807306 | US5128073062 | 64633273 | 663995 | SH |  | SOLE |  | 663995 | 0 | 0 |
| WILLIAMS SONOMA INC | COM | 969904101 | US9699041011 | 66377231 | 406300 | SH |  | SOLE |  | 406300 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 | US0382221051 | 68455914 | 373933 | SH |  | SOLE |  | 373933 | 0 | 0 |
| GODADDY INC | CL A | 380237107 | US3802371076 | 68658679 | 381310 | SH |  | SOLE |  | 381310 | 0 | 0 |
| GARTNER INC | COM | 366651107 | US3666511072 | 71061876 | 175800 | SH |  | SOLE |  | 175800 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | US30303M1027 | 74243735 | 100589 | SH |  | SOLE |  | 100589 | 0 | 0 |
| NETAPP INC | COM | 64110D104 | US64110D1046 | 84085424 | 789164 | SH |  | SOLE |  | 789164 | 0 | 0 |
| APPLOVIN CORP | COM | 03831W108 | US03831W1080 | 96832128 | 276600 | SH |  | SOLE |  | 276600 | 0 | 0 |
| KLA CORP | COM | 482480100 | US4824801009 | 105995601 | 118333 | SH |  | SOLE |  | 118333 | 0 | 0 |
| APPLE INC | COM | 037833100 | US0378331005 | 162186885 | 790500 | SH |  | SOLE |  | 790500 | 0 | 0 |
| QUAL | COM | 747525103 | US7475251036 | 165872634 | 1041521 | SH |  | SOLE |  | 1041521 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | US67066G1040 | 196428967 | 1243300 | SH |  | SOLE |  | 1243300 | 0 | 0 |

---