# EDGAR Filing Document

**Accession Number:** 0001603328
**File Stem:** 0001603328-23-000002
**Filing Date:** 2023-2
**Character Count:** 55414
**Document Hash:** 984b3b98ca63ab9c77bace30f6648b58
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001603328-23-000002.hdr.sgml**: 20230202

**ACCESSION NUMBER**: 0001603328-23-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230202

**DATE AS OF CHANGE**: 20230202

**EFFECTIVENESS DATE**: 20230202

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FORSTA AP-FONDEN
- **CENTRAL INDEX KEY:** 0001603328
- **IRS NUMBER:** 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:** 23579025

**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:** 12-31-2022

**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:** Jenny Wentzel<br>**Title:** Head of Compliance<br>**Phone:** 0046856620200

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

Jenny Wentzel  Stockholm, V7  02-02-2023<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:** 532

**Form 13F Information Table Value Total:** $8856074286

      (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 |  | 25117724 | 209454 | SH |  | SOLE |  | 209454 | 0 | 0 |
| A O Smith Corp | COM | 831865209 |  | 4327344 | 75600 | SH |  | SOLE |  | 75600 | 0 | 0 |
| AMETEK Inc | COM | 031100100 |  | 7880208 | 56400 | SH |  | SOLE |  | 56400 | 0 | 0 |
| ANSYS Inc | COM | 03662Q105 |  | 5242503 | 21700 | SH |  | SOLE |  | 21700 | 0 | 0 |
| AT Inc | COM | 00206R102 |  | 42155218 | 2289800 | SH |  | SOLE |  | 2289800 | 0 | 0 |
| AbbVie Inc | COM | 00287Y109 |  | 76403067 | 472762 | SH |  | SOLE |  | 472762 | 0 | 0 |
| Abbott Laboratories | COM | 002824100 |  | 57595834 | 524600 | SH |  | SOLE |  | 524600 | 0 | 0 |
| Accenture PLC | SHS CLASS A | G1151C101 |  | 50653970 | 189829 | SH |  | SOLE |  | 189829 | 0 | 0 |
| Activision Blizzard Inc | COM | 00507V109 |  | 21058905 | 275100 | SH |  | SOLE |  | 275100 | 0 | 0 |
| Adobe Inc | COM | 00724F101 |  | 40619171 | 120700 | SH |  | SOLE |  | 120700 | 0 | 0 |
| Advance Auto Parts Inc | COM | 00751Y106 |  | 3146442 | 21400 | SH |  | SOLE |  | 21400 | 0 | 0 |
| Advanced Micro Devices Inc | COM | 007903107 |  | 26145123 | 403661 | SH |  | SOLE |  | 403661 | 0 | 0 |
| AerCap Holdings NV | SHS | N00985106 |  | 746496 | 12800 | SH |  | SOLE |  | 12800 | 0 | 0 |
| Aflac Inc | COM | 001055102 |  | 8165190 | 113500 | SH |  | SOLE |  | 113500 | 0 | 0 |
| Agilent Technologies Inc | COM | 00846U101 |  | 17538980 | 117200 | SH |  | SOLE |  | 117200 | 0 | 0 |
| Agnico Eagle Mines Ltd | COM | 008474108 |  | 6506593 | 125300 | SH |  | SOLE |  | 125300 | 0 | 0 |
| Air Products and Chemicals Inc | COM | 009158106 |  | 12052966 | 39100 | SH |  | SOLE |  | 39100 | 0 | 0 |
| Airbnb Inc | COM CL A | 009066101 |  | 7763400 | 90800 | SH |  | SOLE |  | 90800 | 0 | 0 |
| Akamai Technologies Inc | COM | 00971T101 |  | 3017940 | 35800 | SH |  | SOLE |  | 35800 | 0 | 0 |
| Albemarle Corp | COM | 012653101 |  | 5833534 | 26900 | SH |  | SOLE |  | 26900 | 0 | 0 |
| Alcon Inc | ORD SHS | H01301128 |  | 0 | 67300 | SH |  | SOLE |  | 67300 | 0 | 0 |
| Alexandria Real Estate Equitie | COM | 015271109 |  | 5054749 | 34700 | SH |  | SOLE |  | 34700 | 0 | 0 |
| Algonquin Power  Utilities Co | COM | 015857105 |  | 4101614 | 630100 | SH |  | SOLE |  | 630100 | 0 | 0 |
| Align Technology Inc | COM | 016255101 |  | 3986010 | 18900 | SH |  | SOLE |  | 18900 | 0 | 0 |
| Allegion plc | ORD SHS | G0176J109 |  | 4441972 | 42200 | SH |  | SOLE |  | 42200 | 0 | 0 |
| Alliant Energy Corp | COM | 018802108 |  | 7839820 | 142000 | SH |  | SOLE |  | 142000 | 0 | 0 |
| Allstate Corp/The | COM | 020002101 |  | 8746200 | 64500 | SH |  | SOLE |  | 64500 | 0 | 0 |
| Alnylam Pharmaceuticals Inc | COM | 02043Q107 |  | 6796790 | 28600 | SH |  | SOLE |  | 28600 | 0 | 0 |
| Alphabet Inc | CAP STK CL C | 02079K107 |  | 133724983 | 1507100 | SH |  | SOLE |  | 1507100 | 0 | 0 |
| Alphabet Inc | CAP STK CL A | 02079K305 |  | 147352923 | 1670100 | SH |  | SOLE |  | 1670100 | 0 | 0 |
| Amazon.com Inc | COM | 023135106 |  | 211764000 | 2521000 | SH |  | SOLE |  | 2521000 | 0 | 0 |
| Amcor PLC | ORD | G0250X107 |  | 11426454 | 959400 | SH |  | SOLE |  | 959400 | 0 | 0 |
| Ameren Corp | COM | 023608102 |  | 4161456 | 46800 | SH |  | SOLE |  | 46800 | 0 | 0 |
| American Express Co | COM | 025816109 |  | 30155775 | 204100 | SH |  | SOLE |  | 204100 | 0 | 0 |
| American Financial Group Inc/O | COM | 025932104 |  | 5051904 | 36800 | SH |  | SOLE |  | 36800 | 0 | 0 |
| American International Group I | COM NEW | 026874784 |  | 9795876 | 154900 | SH |  | SOLE |  | 154900 | 0 | 0 |
| American Tower Corp | COM | 03027X100 |  | 23685948 | 111800 | SH |  | SOLE |  | 111800 | 0 | 0 |
| American Water Works Co Inc | COM | 030420103 |  | 4587842 | 30100 | SH |  | SOLE |  | 30100 | 0 | 0 |
| Ameriprise Financial Inc | COM | 03076C106 |  | 12703896 | 40800 | SH |  | SOLE |  | 40800 | 0 | 0 |
| AmerisourceBergen Corp | COM | 03073E105 |  | 11152283 | 67300 | SH |  | SOLE |  | 67300 | 0 | 0 |
| Amgen Inc | COM | 031162100 |  | 43125488 | 164200 | SH |  | SOLE |  | 164200 | 0 | 0 |
| Amphenol Corp | CL A | 032095101 |  | 16819326 | 220900 | SH |  | SOLE |  | 220900 | 0 | 0 |
| Analog Devices Inc | COM | 032654105 |  | 19125898 | 116600 | SH |  | SOLE |  | 116600 | 0 | 0 |
| Annaly Capital Management Inc | COM NEW | 035710839 |  | 5834944 | 276800 | SH |  | SOLE |  | 276800 | 0 | 0 |
| Aon PLC | SHS CL A | G0403H108 |  | 12845992 | 42800 | SH |  | SOLE |  | 42800 | 0 | 0 |
| Apollo Global Management Inc | COM | 03769M106 |  | 8482794 | 132980 | SH |  | SOLE |  | 132980 | 0 | 0 |
| Apple Inc | COM | 037833100 |  | 586776873 | 4516100 | SH |  | SOLE |  | 4516100 | 0 | 0 |
| Applied Materials Inc | COM | 038222105 |  | 27743562 | 284900 | SH |  | SOLE |  | 284900 | 0 | 0 |
| Aptiv PLC | SHS | G6095L109 |  | 5960320 | 64000 | SH |  | SOLE |  | 64000 | 0 | 0 |
| Arch Capital Group Ltd | ORD | G0450A105 |  | 5549752 | 88400 | SH |  | SOLE |  | 88400 | 0 | 0 |
| Archer-Daniels-Midland Co | COM | 039483102 |  | 11299845 | 121700 | SH |  | SOLE |  | 121700 | 0 | 0 |
| Ares Management Corp | CL A COM STK | 03990B101 |  | 2983984 | 43600 | SH |  | SOLE |  | 43600 | 0 | 0 |
| Arista Networks Inc | COM | 040413106 |  | 7026165 | 57900 | SH |  | SOLE |  | 57900 | 0 | 0 |
| Arrow Electronics Inc | COM | 042735100 |  | 4391940 | 42000 | SH |  | SOLE |  | 42000 | 0 | 0 |
| Arthur J Gallagher  Co | COM | 363576109 |  | 7899826 | 41900 | SH |  | SOLE |  | 41900 | 0 | 0 |
| Atmos Energy Corp | COM | 049560105 |  | 2499161 | 22300 | SH |  | SOLE |  | 22300 | 0 | 0 |
| AutoZone Inc | COM | 053332102 |  | 10604574 | 4300 | SH |  | SOLE |  | 4300 | 0 | 0 |
| Autodesk Inc | COM | 052769106 |  | 9904110 | 53000 | SH |  | SOLE |  | 53000 | 0 | 0 |
| Automatic Data Processing Inc | COM | 053015103 |  | 32174442 | 134700 | SH |  | SOLE |  | 134700 | 0 | 0 |
| AvalonBay Communities Inc | COM | 053484101 |  | 6105456 | 37800 | SH |  | SOLE |  | 37800 | 0 | 0 |
| Avantor Inc | COM | 05352A100 |  | 3884778 | 184200 | SH |  | SOLE |  | 184200 | 0 | 0 |
| Avery Dennison Corp | COM | 053611109 |  | 7891600 | 43600 | SH |  | SOLE |  | 43600 | 0 | 0 |
| BCE Inc | COM NEW | 05534B760 |  | 8078645 | 184000 | SH |  | SOLE |  | 184000 | 0 | 0 |
| Ball Corp | COM | 058498106 |  | 3896868 | 76200 | SH |  | SOLE |  | 76200 | 0 | 0 |
| Bank of America Corp | COM | 060505104 |  | 63411552 | 1914600 | SH |  | SOLE |  | 1914600 | 0 | 0 |
| Bank of Montreal | COM | 063671101 |  | 14746901 | 162900 | SH |  | SOLE |  | 162900 | 0 | 0 |
| Bank of New York Mellon Corp/T | COM | 064058100 |  | 9459056 | 207800 | SH |  | SOLE |  | 207800 | 0 | 0 |
| Bank of Nova Scotia/The | COM | 064149107 |  | 16225747 | 331400 | SH |  | SOLE |  | 331400 | 0 | 0 |
| Barrick Gold Corp | COM | 067901108 |  | 8164808 | 476644 | SH |  | SOLE |  | 476644 | 0 | 0 |
| Bath  Body Works Inc | COM | 070830104 |  | 5006232 | 118800 | SH |  | SOLE |  | 118800 | 0 | 0 |
| Baxter International Inc | COM | 071813109 |  | 6529257 | 128100 | SH |  | SOLE |  | 128100 | 0 | 0 |
| Becton Dickinson and Co | COM | 075887109 |  | 15715740 | 61800 | SH |  | SOLE |  | 61800 | 0 | 0 |
| Berkshire Hathaway Inc | CL B NEW | 084670702 |  | 106292490 | 344100 | SH |  | SOLE |  | 344100 | 0 | 0 |
| Best Buy Co Inc | COM | 086516101 |  | 10780224 | 134400 | SH |  | SOLE |  | 134400 | 0 | 0 |
| Bill.com Holdings Inc | COM | 090043100 |  | 2669520 | 24500 | SH |  | SOLE |  | 24500 | 0 | 0 |
| Bio-Techne Corp | COM | 09073M104 |  | 754208 | 9100 | SH |  | SOLE |  | 9100 | 0 | 0 |
| BioMarin Pharmaceutical Inc | COM | 09061G101 |  | 4470768 | 43200 | SH |  | SOLE |  | 43200 | 0 | 0 |
| Biogen Inc | COM | 09062X103 |  | 9055284 | 32700 | SH |  | SOLE |  | 32700 | 0 | 0 |
| BlackRock Inc | COM | 09247X101 |  | 31888350 | 45000 | SH |  | SOLE |  | 45000 | 0 | 0 |
| Blackstone Inc | COM | 09260D107 |  | 15527967 | 209300 | SH |  | SOLE |  | 209300 | 0 | 0 |
| Block Inc | CL A | 852234103 |  | 8194336 | 130400 | SH |  | SOLE |  | 130400 | 0 | 0 |
| Booking Holdings Inc | COM | 09857L108 |  | 18742104 | 9300 | SH |  | SOLE |  | 9300 | 0 | 0 |
| BorgWarner Inc | COM | 099724106 |  | 2487450 | 61800 | SH |  | SOLE |  | 61800 | 0 | 0 |
| Boston Properties Inc | COM | 101121101 |  | 4122380 | 61000 | SH |  | SOLE |  | 61000 | 0 | 0 |
| Boston Scientific Corp | COM | 101137107 |  | 14718487 | 318100 | SH |  | SOLE |  | 318100 | 0 | 0 |
| Bristol-Myers Squibb Co | COM | 110122108 |  | 47055300 | 654000 | SH |  | SOLE |  | 654000 | 0 | 0 |
| Broadcom Inc | COM | 11135F101 |  | 58652737 | 104900 | SH |  | SOLE |  | 104900 | 0 | 0 |
| Broadridge Financial Solutions | COM | 11133T103 |  | 3219120 | 24000 | SH |  | SOLE |  | 24000 | 0 | 0 |
| Brown  Brown Inc | COM | 115236101 |  | 2757348 | 48400 | SH |  | SOLE |  | 48400 | 0 | 0 |
| Brown-Forman Corp | CL B | 115637209 |  | 4866888 | 74100 | SH |  | SOLE |  | 74100 | 0 | 0 |
| Bunge Ltd | COM | G16962105 |  | 4818891 | 48300 | SH |  | SOLE |  | 48300 | 0 | 0 |
| Burlington Stores Inc | COM | 122017106 |  | 3142780 | 15500 | SH |  | SOLE |  | 15500 | 0 | 0 |
| CBRE Group Inc | CL A | 12504L109 |  | 10050976 | 130600 | SH |  | SOLE |  | 130600 | 0 | 0 |
| CDW Corp/DE | COM | 12514G108 |  | 10071912 | 56400 | SH |  | SOLE |  | 56400 | 0 | 0 |
| CF Industries Holdings Inc | COM | 125269100 |  | 4847880 | 56900 | SH |  | SOLE |  | 56900 | 0 | 0 |
| CGI Inc | CL A SUB VTG | 12532H104 |  | 8286285 | 96200 | SH |  | SOLE |  | 96200 | 0 | 0 |
| CH Robinson Worldwide Inc | COM NEW | 12541W209 |  | 8231244 | 89900 | SH |  | SOLE |  | 89900 | 0 | 0 |
| CIBC | COM | 136069101 |  | 10117666 | 250300 | SH |  | SOLE |  | 250300 | 0 | 0 |
| CME Group Inc | COM | 12572Q105 |  | 13183744 | 78400 | SH |  | SOLE |  | 78400 | 0 | 0 |
| CMS Energy Corp | COM | 125896100 |  | 4274775 | 67500 | SH |  | SOLE |  | 67500 | 0 | 0 |
| CNH Industrial NV | SHS | N20944109 |  | 0 | 241352 | SH |  | SOLE |  | 241352 | 0 | 0 |
| CSX Corp | COM | 126408103 |  | 13172696 | 425200 | SH |  | SOLE |  | 425200 | 0 | 0 |
| CVS Health Corp | COM | 126650100 |  | 38347685 | 411500 | SH |  | SOLE |  | 411500 | 0 | 0 |
| Cadence Design Systems Inc | COM | 127387108 |  | 9959680 | 62000 | SH |  | SOLE |  | 62000 | 0 | 0 |
| Canadian National Railway Co | COM | 136375102 |  | 18066975 | 152200 | SH |  | SOLE |  | 152200 | 0 | 0 |
| Canadian Pacific Railway Ltd | COM | 13645T100 |  | 15265991 | 204900 | SH |  | SOLE |  | 204900 | 0 | 0 |
| Capital One Financial Corp | COM | 14040H105 |  | 8041040 | 86500 | SH |  | SOLE |  | 86500 | 0 | 0 |
| Cardinal Health Inc | COM | 14149Y108 |  | 11000097 | 143100 | SH |  | SOLE |  | 143100 | 0 | 0 |
| Carlisle Cos Inc | COM | 142339100 |  | 2874930 | 12200 | SH |  | SOLE |  | 12200 | 0 | 0 |
| Carnival Corp | COMMON STOCK | 143658300 |  | 2252770 | 279500 | SH |  | SOLE |  | 279500 | 0 | 0 |
| Carrier Global Corp | COM | 14448C104 |  | 8621250 | 209000 | SH |  | SOLE |  | 209000 | 0 | 0 |
| Caterpillar Inc | COM | 149123101 |  | 39934652 | 166700 | SH |  | SOLE |  | 166700 | 0 | 0 |
| Cboe Global Markets Inc | COM | 12503M108 |  | 8055174 | 64200 | SH |  | SOLE |  | 64200 | 0 | 0 |
| Centene Corp | COM | 15135B101 |  | 9857602 | 120200 | SH |  | SOLE |  | 120200 | 0 | 0 |
| CenterPoint Energy Inc | COM | 15189T107 |  | 2513162 | 83800 | SH |  | SOLE |  | 83800 | 0 | 0 |
| Charles Schwab Corp/The | COM | 808513105 |  | 29657295 | 356201 | SH |  | SOLE |  | 356201 | 0 | 0 |
| Charter Communications Inc | CL A | 16119P108 |  | 8070580 | 23800 | SH |  | SOLE |  | 23800 | 0 | 0 |
| Chewy Inc | CL A | 16679L109 |  | 207648 | 5600 | SH |  | SOLE |  | 5600 | 0 | 0 |
| Chipotle Mexican Grill Inc | COM | 169656105 |  | 8879936 | 6400 | SH |  | SOLE |  | 6400 | 0 | 0 |
| Chubb Ltd | COM | H1467J104 |  | 29163320 | 132200 | SH |  | SOLE |  | 132200 | 0 | 0 |
| Church  Dwight Co Inc | COM | 171340102 |  | 4199781 | 52100 | SH |  | SOLE |  | 52100 | 0 | 0 |
| Cigna Corp | COM | 125523100 |  | 33067732 | 99800 | SH |  | SOLE |  | 99800 | 0 | 0 |
| Cincinnati Financial Corp | COM | 172062101 |  | 8641716 | 84400 | SH |  | SOLE |  | 84400 | 0 | 0 |
| Cintas Corp | COM | 172908105 |  | 15716376 | 34800 | SH |  | SOLE |  | 34800 | 0 | 0 |
| Cisco Systems Inc | COM | 17275R102 |  | 59330856 | 1245400 | SH |  | SOLE |  | 1245400 | 0 | 0 |
| Citigroup Inc | COM NEW | 172967424 |  | 20638449 | 456300 | SH |  | SOLE |  | 456300 | 0 | 0 |
| Citizens Financial Group Inc | COM | 174610105 |  | 5291328 | 134400 | SH |  | SOLE |  | 134400 | 0 | 0 |
| Clorox Co/The | COM | 189054109 |  | 4672989 | 33300 | SH |  | SOLE |  | 33300 | 0 | 0 |
| Cloudflare Inc | CL A COM | 18915M107 |  | 2839188 | 62800 | SH |  | SOLE |  | 62800 | 0 | 0 |
| CoStar Group Inc | COM | 22160N109 |  | 7086576 | 91700 | SH |  | SOLE |  | 91700 | 0 | 0 |
| Coca-Cola Co/The | COM | 191216100 |  | 79582471 | 1251100 | SH |  | SOLE |  | 1251100 | 0 | 0 |
| Coca-Cola Europacific Partners | SHS | G25839104 |  | 1122996 | 20300 | SH |  | SOLE |  | 20300 | 0 | 0 |
| Cognizant Technology Solutions | CL A | 192446102 |  | 12064688 | 210958 | SH |  | SOLE |  | 210958 | 0 | 0 |
| Colgate-Palmolive Co | COM | 194162103 |  | 22336965 | 283500 | SH |  | SOLE |  | 283500 | 0 | 0 |
| Comcast Corp | CL A | 20030N101 |  | 39698923 | 1135228 | SH |  | SOLE |  | 1135228 | 0 | 0 |
| Conagra Brands Inc | COM | 205887102 |  | 5243850 | 135500 | SH |  | SOLE |  | 135500 | 0 | 0 |
| Consolidated Edison Inc | COM | 209115104 |  | 13276683 | 139300 | SH |  | SOLE |  | 139300 | 0 | 0 |
| Constellation Brands Inc | CL A | 21036P108 |  | 7508700 | 32400 | SH |  | SOLE |  | 32400 | 0 | 0 |
| Constellation Energy Corp | COM | 21037T109 |  | 7741658 | 89800 | SH |  | SOLE |  | 89800 | 0 | 0 |
| Cooper Cos Inc/The | COM NEW | 216648402 |  | 4530179 | 13700 | SH |  | SOLE |  | 13700 | 0 | 0 |
| Copart Inc | COM | 217204106 |  | 6484785 | 106500 | SH |  | SOLE |  | 106500 | 0 | 0 |
| Corning Inc | COM | 219350105 |  | 5947228 | 186200 | SH |  | SOLE |  | 186200 | 0 | 0 |
| Corteva Inc | COM | 22052L104 |  | 9445946 | 160700 | SH |  | SOLE |  | 160700 | 0 | 0 |
| Costco Wholesale Corp | COM | 22160K105 |  | 52543150 | 115100 | SH |  | SOLE |  | 115100 | 0 | 0 |
| Crowdstrike Holdings Inc | CL A | 22788C105 |  | 5285558 | 50200 | SH |  | SOLE |  | 50200 | 0 | 0 |
| Crown Castle Inc | COM | 22822V101 |  | 21607452 | 159300 | SH |  | SOLE |  | 159300 | 0 | 0 |
| Cummins Inc | COM | 231021106 |  | 15651934 | 64600 | SH |  | SOLE |  | 64600 | 0 | 0 |
| DR Horton Inc | COM | 23331A109 |  | 6293284 | 70600 | SH |  | SOLE |  | 70600 | 0 | 0 |
| DTE Energy Co | COM | 233331107 |  | 10812760 | 92000 | SH |  | SOLE |  | 92000 | 0 | 0 |
| Danaher Corp | COM | 235851102 |  | 47940691 | 180622 | SH |  | SOLE |  | 180622 | 0 | 0 |
| Darden Restaurants Inc | COM | 237194105 |  | 4274397 | 30900 | SH |  | SOLE |  | 30900 | 0 | 0 |
| Datadog Inc | CL A COM | 23804L103 |  | 4476150 | 60900 | SH |  | SOLE |  | 60900 | 0 | 0 |
| Deere  Co | COM | 244199105 |  | 31170852 | 72700 | SH |  | SOLE |  | 72700 | 0 | 0 |
| Dell Technologies Inc | CL C | 24703L202 |  | 7030456 | 174800 | SH |  | SOLE |  | 174800 | 0 | 0 |
| Descartes Systems Group Inc/Th | COM | 249906108 |  | 362248 | 5200 | SH |  | SOLE |  | 5200 | 0 | 0 |
| Deutsche Bank AG | NAMEN AKT | D18190898 |  | 0 | 209077 | SH |  | SOLE |  | 209077 | 0 | 0 |
| Dexcom Inc | COM | 252131107 |  | 10259544 | 90600 | SH |  | SOLE |  | 90600 | 0 | 0 |
| Digital Realty Trust Inc | COM | 253868103 |  | 6828387 | 68100 | SH |  | SOLE |  | 68100 | 0 | 0 |
| Discover Financial Services | COM | 254709108 |  | 11152620 | 114000 | SH |  | SOLE |  | 114000 | 0 | 0 |
| DocuSign Inc | COM | 256163106 |  | 5963192 | 107600 | SH |  | SOLE |  | 107600 | 0 | 0 |
| Dollar General Corp | COM | 256677105 |  | 11992375 | 48700 | SH |  | SOLE |  | 48700 | 0 | 0 |
| Dollar Tree Inc | COM | 256746108 |  | 6873984 | 48600 | SH |  | SOLE |  | 48600 | 0 | 0 |
| Dominion Energy Inc | COM | 25746U109 |  | 12282396 | 200300 | SH |  | SOLE |  | 200300 | 0 | 0 |
| Domino's Pizza Inc | COM | 25754A201 |  | 7066560 | 20400 | SH |  | SOLE |  | 20400 | 0 | 0 |
| DoorDash Inc | CL A | 25809K105 |  | 3002430 | 61500 | SH |  | SOLE |  | 61500 | 0 | 0 |
| Dover Corp | COM | 260003108 |  | 10304701 | 76100 | SH |  | SOLE |  | 76100 | 0 | 0 |
| Dow Inc | COM | 260557103 |  | 16563193 | 328700 | SH |  | SOLE |  | 328700 | 0 | 0 |
| Dropbox Inc | CL A | 26210C104 |  | 4442430 | 198500 | SH |  | SOLE |  | 198500 | 0 | 0 |
| DuPont de Nemours Inc | COM | 26614N102 |  | 13403439 | 195300 | SH |  | SOLE |  | 195300 | 0 | 0 |
| Duke Energy Corp | COM NEW | 26441C204 |  | 27086370 | 263000 | SH |  | SOLE |  | 263000 | 0 | 0 |
| EPAM Systems Inc | COM | 29414B104 |  | 4785004 | 14600 | SH |  | SOLE |  | 14600 | 0 | 0 |
| Eastman Chemical Co | COM | 277432100 |  | 3094720 | 38000 | SH |  | SOLE |  | 38000 | 0 | 0 |
| Eaton Corp PLC | SHS | G29183103 |  | 13874380 | 88400 | SH |  | SOLE |  | 88400 | 0 | 0 |
| Ecolab Inc | COM | 278865100 |  | 15924264 | 109400 | SH |  | SOLE |  | 109400 | 0 | 0 |
| Edison International | COM | 281020107 |  | 6890046 | 108300 | SH |  | SOLE |  | 108300 | 0 | 0 |
| Edwards Lifesciences Corp | COM | 28176E108 |  | 11288493 | 151300 | SH |  | SOLE |  | 151300 | 0 | 0 |
| Electronic Arts Inc | COM | 285512109 |  | 7550724 | 61800 | SH |  | SOLE |  | 61800 | 0 | 0 |
| Elevance Health Inc | COM | 036752103 |  | 38421453 | 74900 | SH |  | SOLE |  | 74900 | 0 | 0 |
| Eli Lilly  Co | COM | 532457108 |  | 78601090 | 214851 | SH |  | SOLE |  | 214851 | 0 | 0 |
| Emerson Electric Co | COM | 291011104 |  | 13506036 | 140600 | SH |  | SOLE |  | 140600 | 0 | 0 |
| Enphase Energy Inc | COM | 29355A107 |  | 8319744 | 31400 | SH |  | SOLE |  | 31400 | 0 | 0 |
| Entegris Inc | COM | 29362U104 |  | 2505538 | 38200 | SH |  | SOLE |  | 38200 | 0 | 0 |
| Entergy Corp | COM | 29364G103 |  | 5096250 | 45300 | SH |  | SOLE |  | 45300 | 0 | 0 |
| Equifax Inc | COM | 294429105 |  | 5306028 | 27300 | SH |  | SOLE |  | 27300 | 0 | 0 |
| Equinix Inc | COM | 29444U700 |  | 12380067 | 18900 | SH |  | SOLE |  | 18900 | 0 | 0 |
| Equity Residential | SH BEN INT | 29476L107 |  | 9864800 | 167200 | SH |  | SOLE |  | 167200 | 0 | 0 |
| Erie Indemnity Co | CL A | 29530P102 |  | 397952 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| Essential Utilities Inc | COM | 29670G102 |  | 2558328 | 53600 | SH |  | SOLE |  | 53600 | 0 | 0 |
| Essex Property Trust Inc | COM | 297178105 |  | 2945688 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| Estee Lauder Cos Inc/The | CL A | 518439104 |  | 12675940 | 51090 | SH |  | SOLE |  | 51090 | 0 | 0 |
| Etsy Inc | COM | 29786A106 |  | 3880872 | 32400 | SH |  | SOLE |  | 32400 | 0 | 0 |
| Eversource Energy | COM | 30040W108 |  | 7369536 | 87900 | SH |  | SOLE |  | 87900 | 0 | 0 |
| Exact Sciences Corp | COM | 30063P105 |  | 2366578 | 47800 | SH |  | SOLE |  | 47800 | 0 | 0 |
| Exelon Corp | COM | 30161N101 |  | 9804564 | 226800 | SH |  | SOLE |  | 226800 | 0 | 0 |
| Expedia Group Inc | COM NEW | 30212P303 |  | 3556560 | 40600 | SH |  | SOLE |  | 40600 | 0 | 0 |
| Expeditors International of Wa | COM | 302130109 |  | 9664560 | 93000 | SH |  | SOLE |  | 93000 | 0 | 0 |
| Extra Space Storage Inc | COM | 30225T102 |  | 4076886 | 27700 | SH |  | SOLE |  | 27700 | 0 | 0 |
| FMC Corp | COM NEW | 302491303 |  | 4006080 | 32100 | SH |  | SOLE |  | 32100 | 0 | 0 |
| FactSet Research Systems Inc | COM | 303075105 |  | 8024200 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| Fair Isaac Corp | COM | 303250104 |  | 3411906 | 5700 | SH |  | SOLE |  | 5700 | 0 | 0 |
| Fastenal Co | COM | 311900104 |  | 12076064 | 255200 | SH |  | SOLE |  | 255200 | 0 | 0 |
| FedEx Corp | COM | 31428X106 |  | 9751160 | 56300 | SH |  | SOLE |  | 56300 | 0 | 0 |
| Ferguson PLC | SHS | G3421J106 |  | 11566967 | 91100 | SH |  | SOLE |  | 91100 | 0 | 0 |
| Ferrari NV | COM | N3167Y103 |  | 0 | 15437 | SH |  | SOLE |  | 15437 | 0 | 0 |
| Fidelity National Financial In | FNF GROUP COM | 31620R303 |  | 4649832 | 123600 | SH |  | SOLE |  | 123600 | 0 | 0 |
| Fidelity National Information | COM | 31620M106 |  | 9783970 | 144200 | SH |  | SOLE |  | 144200 | 0 | 0 |
| Fifth Third Bancorp | COM | 316773100 |  | 5521923 | 168300 | SH |  | SOLE |  | 168300 | 0 | 0 |
| First Republic Bank/CA | COM | 33616C100 |  | 3668889 | 30100 | SH |  | SOLE |  | 30100 | 0 | 0 |
| First Solar Inc | COM | 336433107 |  | 3819645 | 25500 | SH |  | SOLE |  | 25500 | 0 | 0 |
| FirstEnergy Corp | COM | 337932107 |  | 5506722 | 131300 | SH |  | SOLE |  | 131300 | 0 | 0 |
| FirstService Corp | COM | 33767E202 |  | 293696 | 2400 | SH |  | SOLE |  | 2400 | 0 | 0 |
| Fiserv Inc | COM | 337738108 |  | 13209849 | 130700 | SH |  | SOLE |  | 130700 | 0 | 0 |
| FleetCor Technologies Inc | COM | 339041105 |  | 2461312 | 13400 | SH |  | SOLE |  | 13400 | 0 | 0 |
| Ford Motor Co | COM | 345370860 |  | 11169452 | 960400 | SH |  | SOLE |  | 960400 | 0 | 0 |
| Fortinet Inc | COM | 34959E109 |  | 7587728 | 155200 | SH |  | SOLE |  | 155200 | 0 | 0 |
| Fortis Inc/Canada | COM | 349553107 |  | 6533829 | 163400 | SH |  | SOLE |  | 163400 | 0 | 0 |
| Fortune Brands Innovations Inc | COM | 34964C106 |  | 2815523 | 49300 | SH |  | SOLE |  | 49300 | 0 | 0 |
| Fox Corp | CL A COM | 35137L105 |  | 4543352 | 149600 | SH |  | SOLE |  | 149600 | 0 | 0 |
| Fox Corp | CL B COM | 35137L204 |  | 4199220 | 147600 | SH |  | SOLE |  | 147600 | 0 | 0 |
| Franco-Nevada Corp | COM | 351858105 |  | 2778869 | 20400 | SH |  | SOLE |  | 20400 | 0 | 0 |
| Franklin Resources Inc | COM | 354613101 |  | 4445030 | 168500 | SH |  | SOLE |  | 168500 | 0 | 0 |
| Futu Holdings Ltd | SPON ADS CL A | 36118L106 |  | 593490 | 14600 | SH |  | SOLE |  | 14600 | 0 | 0 |
| Gaming and Leisure Properties | COM | 36467J108 |  | 4526621 | 86900 | SH |  | SOLE |  | 86900 | 0 | 0 |
| Garmin Ltd | SHS | H2906T109 |  | 3654684 | 39600 | SH |  | SOLE |  | 39600 | 0 | 0 |
| Gartner Inc | COM | 366651107 |  | 11664058 | 34700 | SH |  | SOLE |  | 34700 | 0 | 0 |
| Gen Digital Inc | COM | 668771108 |  | 3156639 | 147300 | SH |  | SOLE |  | 147300 | 0 | 0 |
| General Electric Co | COM NEW | 369604301 |  | 22223203 | 265225 | SH |  | SOLE |  | 265225 | 0 | 0 |
| General Mills Inc | COM | 370334104 |  | 18187065 | 216900 | SH |  | SOLE |  | 216900 | 0 | 0 |
| General Motors Co | COM | 37045V100 |  | 9930528 | 295200 | SH |  | SOLE |  | 295200 | 0 | 0 |
| Genuine Parts Co | COM | 372460105 |  | 10132984 | 58400 | SH |  | SOLE |  | 58400 | 0 | 0 |
| Gildan Activewear Inc | COM | 375916103 |  | 4102212 | 149900 | SH |  | SOLE |  | 149900 | 0 | 0 |
| Gilead Sciences Inc | COM | 375558103 |  | 34923780 | 406800 | SH |  | SOLE |  | 406800 | 0 | 0 |
| Global Payments Inc | COM | 37940X102 |  | 6336616 | 63800 | SH |  | SOLE |  | 63800 | 0 | 0 |
| GoDaddy Inc | CL A | 380237107 |  | 7923438 | 105900 | SH |  | SOLE |  | 105900 | 0 | 0 |
| Goldman Sachs Group Inc/The | COM | 38141G104 |  | 27779442 | 80900 | SH |  | SOLE |  | 80900 | 0 | 0 |
| Grab Holdings Ltd | CLASS A ORD | G4124C109 |  | 786002 | 244100 | SH |  | SOLE |  | 244100 | 0 | 0 |
| HCA Healthcare Inc | COM | 40412C101 |  | 19508748 | 81300 | SH |  | SOLE |  | 81300 | 0 | 0 |
| HEICO Corp | COM | 422806109 |  | 3656632 | 23800 | SH |  | SOLE |  | 23800 | 0 | 0 |
| HP Inc | COM | 40434L105 |  | 12250033 | 455900 | SH |  | SOLE |  | 455900 | 0 | 0 |
| Hartford Financial Services Gr | COM | 416515104 |  | 5687250 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| Hasbro Inc | COM | 418056107 |  | 3764317 | 61700 | SH |  | SOLE |  | 61700 | 0 | 0 |
| HeadHunter Group PLC | SPONSORED ADS | 42207L106 |  | 0 | 151526 | SH |  | SOLE |  | 151526 | 0 | 0 |
| Healthcare Realty Trust Inc | CL A COM | 42226K105 |  | 5274199 | 273700 | SH |  | SOLE |  | 273700 | 0 | 0 |
| Healthpeak Properties Inc | COM | 42250P103 |  | 5029042 | 200600 | SH |  | SOLE |  | 200600 | 0 | 0 |
| Henry Schein Inc | COM | 806407102 |  | 2803437 | 35100 | SH |  | SOLE |  | 35100 | 0 | 0 |
| Hershey Co/The | COM | 427866108 |  | 13245804 | 57200 | SH |  | SOLE |  | 57200 | 0 | 0 |
| Hewlett Packard Enterprise Co | COM | 42824C109 |  | 10753848 | 673800 | SH |  | SOLE |  | 673800 | 0 | 0 |
| Hilton Worldwide Holdings Inc | COM | 43300A203 |  | 7733232 | 61200 | SH |  | SOLE |  | 61200 | 0 | 0 |
| Hologic Inc | COM | 436440101 |  | 10623020 | 142000 | SH |  | SOLE |  | 142000 | 0 | 0 |
| Home Depot Inc/The | COM | 437076102 |  | 87145774 | 275900 | SH |  | SOLE |  | 275900 | 0 | 0 |
| Horizon Therapeutics Plc | SHS | G46188101 |  | 5644480 | 49600 | SH |  | SOLE |  | 49600 | 0 | 0 |
| Hormel Foods Corp | COM | 440452100 |  | 2919755 | 64100 | SH |  | SOLE |  | 64100 | 0 | 0 |
| Host Hotels  Resorts Inc | COM | 44107P104 |  | 2298360 | 143200 | SH |  | SOLE |  | 143200 | 0 | 0 |
| Howmet Aerospace Inc | COM | 443201108 |  | 3468080 | 88000 | SH |  | SOLE |  | 88000 | 0 | 0 |
| HubSpot Inc | COM | 443573100 |  | 3527386 | 12200 | SH |  | SOLE |  | 12200 | 0 | 0 |
| Hubbell Inc | COM | 443510607 |  | 7603632 | 32400 | SH |  | SOLE |  | 32400 | 0 | 0 |
| Humana Inc | COM | 444859102 |  | 14751072 | 28800 | SH |  | SOLE |  | 28800 | 0 | 0 |
| Huntington Bancshares Inc/OH | COM | 446150104 |  | 6079920 | 431200 | SH |  | SOLE |  | 431200 | 0 | 0 |
| IBM | COM | 459200101 |  | 41478016 | 294400 | SH |  | SOLE |  | 294400 | 0 | 0 |
| IDEX Corp | COM | 45167R104 |  | 4452435 | 19500 | SH |  | SOLE |  | 19500 | 0 | 0 |
| IDEXX Laboratories Inc | COM | 45168D104 |  | 13952232 | 34200 | SH |  | SOLE |  | 34200 | 0 | 0 |
| IFF | COM | 459506101 |  | 8198488 | 78200 | SH |  | SOLE |  | 78200 | 0 | 0 |
| IQVIA Holdings Inc | COM | 46266C105 |  | 8523424 | 41600 | SH |  | SOLE |  | 41600 | 0 | 0 |
| Illinois Tool Works Inc | COM | 452308109 |  | 23263680 | 105600 | SH |  | SOLE |  | 105600 | 0 | 0 |
| Illumina Inc | COM | 452327109 |  | 7845360 | 38800 | SH |  | SOLE |  | 38800 | 0 | 0 |
| Incyte Corp | COM | 45337C102 |  | 3734880 | 46500 | SH |  | SOLE |  | 46500 | 0 | 0 |
| Ingersoll Rand Inc | COM | 45687V106 |  | 5825875 | 111500 | SH |  | SOLE |  | 111500 | 0 | 0 |
| Insulet Corp | COM | 45784P101 |  | 5004630 | 17000 | SH |  | SOLE |  | 17000 | 0 | 0 |
| Intel Corp | COM | 458140100 |  | 33887119 | 1282146 | SH |  | SOLE |  | 1282146 | 0 | 0 |
| Intercontinental Exchange Inc | COM | 45866F104 |  | 12095361 | 117900 | SH |  | SOLE |  | 117900 | 0 | 0 |
| International Paper Co | COM | 460146103 |  | 5461151 | 157700 | SH |  | SOLE |  | 157700 | 0 | 0 |
| Interpublic Group of Cos Inc/T | COM | 460690100 |  | 10072944 | 302400 | SH |  | SOLE |  | 302400 | 0 | 0 |
| Intuit Inc | COM | 461202103 |  | 25805286 | 66300 | SH |  | SOLE |  | 66300 | 0 | 0 |
| Intuitive Surgical Inc | COM NEW | 46120E602 |  | 22820100 | 86000 | SH |  | SOLE |  | 86000 | 0 | 0 |
| Invesco Ltd | SHS | G491BT108 |  | 4315801 | 239900 | SH |  | SOLE |  | 239900 | 0 | 0 |
| Invitation Homes Inc | COM | 46187W107 |  | 2872116 | 96900 | SH |  | SOLE |  | 96900 | 0 | 0 |
| Iron Mountain Inc | COM | 46284V101 |  | 8185370 | 164200 | SH |  | SOLE |  | 164200 | 0 | 0 |
| J M Smucker Co/The | COM NEW | 832696405 |  | 4674570 | 29500 | SH |  | SOLE |  | 29500 | 0 | 0 |
| JB Hunt Transport Services Inc | COM | 445658107 |  | 3173352 | 18200 | SH |  | SOLE |  | 18200 | 0 | 0 |
| JPMorgan Chase  Co | COM | 46625H100 |  | 104906430 | 782300 | SH |  | SOLE |  | 782300 | 0 | 0 |
| Jack Henry  Associates Inc | COM | 426281101 |  | 7549080 | 43000 | SH |  | SOLE |  | 43000 | 0 | 0 |
| Johnson  Johnson | COM | 478160104 |  | 133300090 | 754600 | SH |  | SOLE |  | 754600 | 0 | 0 |
| Johnson Controls International | SHS | G51502105 |  | 11468800 | 179200 | SH |  | SOLE |  | 179200 | 0 | 0 |
| Juniper Networks Inc | COM | 48203R104 |  | 3371780 | 105500 | SH |  | SOLE |  | 105500 | 0 | 0 |
| KKR  Co Inc | COM | 48251W104 |  | 5677166 | 122300 | SH |  | SOLE |  | 122300 | 0 | 0 |
| KLA Corp | COM NEW | 482480100 |  | 18662985 | 49500 | SH |  | SOLE |  | 49500 | 0 | 0 |
| Kellogg Co | COM | 487836108 |  | 10835604 | 152100 | SH |  | SOLE |  | 152100 | 0 | 0 |
| Keurig Dr Pepper Inc | COM | 49271V100 |  | 6279726 | 176100 | SH |  | SOLE |  | 176100 | 0 | 0 |
| KeyCorp | COM | 493267108 |  | 4865406 | 279300 | SH |  | SOLE |  | 279300 | 0 | 0 |
| Keysight Technologies Inc | COM | 49338L103 |  | 7646829 | 44700 | SH |  | SOLE |  | 44700 | 0 | 0 |
| Kimberly-Clark Corp | COM | 494368103 |  | 18217650 | 134200 | SH |  | SOLE |  | 134200 | 0 | 0 |
| Kraft Heinz Co/The | COM | 500754106 |  | 8015799 | 196900 | SH |  | SOLE |  | 196900 | 0 | 0 |
| Kroger Co/The | COM | 501044101 |  | 12665178 | 284100 | SH |  | SOLE |  | 284100 | 0 | 0 |
| LKQ Corp | COM | 501889208 |  | 8278550 | 155000 | SH |  | SOLE |  | 155000 | 0 | 0 |
| LPL Financial Holdings Inc | COM | 50212V100 |  | 9230459 | 42700 | SH |  | SOLE |  | 42700 | 0 | 0 |
| Laboratory Corp of America Hol | COM NEW | 50540R409 |  | 10832080 | 46000 | SH |  | SOLE |  | 46000 | 0 | 0 |
| Lam Research Corp | COM | 512807108 |  | 20174400 | 48000 | SH |  | SOLE |  | 48000 | 0 | 0 |
| Las Vegas Sands Corp | COM | 517834107 |  | 4547422 | 94600 | SH |  | SOLE |  | 94600 | 0 | 0 |
| Lennar Corp | CL A | 526057104 |  | 4696950 | 51900 | SH |  | SOLE |  | 51900 | 0 | 0 |
| Liberty Media Corp-Liberty For | COM SER C FRMLA | 531229854 |  | 2911286 | 48700 | SH |  | SOLE |  | 48700 | 0 | 0 |
| Lincoln National Corp | COM | 534187109 |  | 1923072 | 62600 | SH |  | SOLE |  | 62600 | 0 | 0 |
| Linde PLC | SHS | G5494J103 |  | 39369926 | 120700 | SH |  | SOLE |  | 120700 | 0 | 0 |
| Logitech International SA | SHS | H50430232 |  | 0 | 51647 | SH |  | SOLE |  | 51647 | 0 | 0 |
| Lowe's Cos Inc | COM | 548661107 |  | 38692408 | 194200 | SH |  | SOLE |  | 194200 | 0 | 0 |
| Lululemon Athletica Inc | COM | 550021109 |  | 8842488 | 27600 | SH |  | SOLE |  | 27600 | 0 | 0 |
| Lumen Technologies Inc | COM | 550241103 |  | 4178088 | 800400 | SH |  | SOLE |  | 800400 | 0 | 0 |
| LyondellBasell Industries NV | SHS - A - | N53745100 |  | 13625223 | 164100 | SH |  | SOLE |  | 164100 | 0 | 0 |
| M Bank Corp | COM | 55261F104 |  | 5294690 | 36500 | SH |  | SOLE |  | 36500 | 0 | 0 |
| MSCI Inc | COM | 55354G100 |  | 8419577 | 18100 | SH |  | SOLE |  | 18100 | 0 | 0 |
| Magna International Inc | COM | 559222401 |  | 8689684 | 154800 | SH |  | SOLE |  | 154800 | 0 | 0 |
| Manulife Financial Corp | COM | 56501R106 |  | 17237142 | 967100 | SH |  | SOLE |  | 967100 | 0 | 0 |
| Markel Corp | COM | 570535104 |  | 3425474 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| MarketAxess Holdings Inc | COM | 57060D108 |  | 2565788 | 9200 | SH |  | SOLE |  | 9200 | 0 | 0 |
| Marriott International Inc/MD | CL A | 571903202 |  | 15037890 | 101000 | SH |  | SOLE |  | 101000 | 0 | 0 |
| Marsh  McLennan Cos Inc | COM | 571748102 |  | 26245128 | 158600 | SH |  | SOLE |  | 158600 | 0 | 0 |
| Martin Marietta Materials Inc | COM | 573284106 |  | 4765377 | 14100 | SH |  | SOLE |  | 14100 | 0 | 0 |
| Marvell Technology Inc | COM | 573874104 |  | 7433928 | 200700 | SH |  | SOLE |  | 200700 | 0 | 0 |
| Masco Corp | COM | 574599106 |  | 4470986 | 95800 | SH |  | SOLE |  | 95800 | 0 | 0 |
| Masterbrand Inc | COMMON STOCK | 57638P104 |  | 372215 | 49300 | SH |  | SOLE |  | 49300 | 0 | 0 |
| Mastercard Inc | CL A | 57636Q104 |  | 87955869 | 252943 | SH |  | SOLE |  | 252943 | 0 | 0 |
| Match Group Inc | COM | 57667L107 |  | 2736348 | 65952 | SH |  | SOLE |  | 65952 | 0 | 0 |
| McCormick  Co Inc/MD | COM NON VTG | 579780206 |  | 3547692 | 42800 | SH |  | SOLE |  | 42800 | 0 | 0 |
| McDonald's Corp | COM | 580135101 |  | 50307877 | 190900 | SH |  | SOLE |  | 190900 | 0 | 0 |
| McKesson Corp | COM | 58155Q103 |  | 11533815 | 30747 | SH |  | SOLE |  | 30747 | 0 | 0 |
| Medical Properties Trust Inc | COM | 58463J304 |  | 4500560 | 404000 | SH |  | SOLE |  | 404000 | 0 | 0 |
| Medtronic PLC | SHS | G5960L103 |  | 25608740 | 329500 | SH |  | SOLE |  | 329500 | 0 | 0 |
| MercadoLibre Inc | COM | 58733R102 |  | 8716272 | 10300 | SH |  | SOLE |  | 10300 | 0 | 0 |
| Merck  Co Inc | COM | 58933Y105 |  | 82624465 | 744700 | SH |  | SOLE |  | 744700 | 0 | 0 |
| MetLife Inc | COM | 59156R108 |  | 9625210 | 133000 | SH |  | SOLE |  | 133000 | 0 | 0 |
| Meta Platforms Inc | CL A | 30303M102 |  | 72889938 | 605700 | SH |  | SOLE |  | 605700 | 0 | 0 |
| Mettler-Toledo International I | COM | 592688105 |  | 9973605 | 6900 | SH |  | SOLE |  | 6900 | 0 | 0 |
| Microchip Technology Inc | COM | 595017104 |  | 14014875 | 199500 | SH |  | SOLE |  | 199500 | 0 | 0 |
| Micron Technology Inc | COM | 595112103 |  | 12090162 | 241900 | SH |  | SOLE |  | 241900 | 0 | 0 |
| Microsoft Corp | COM | 594918104 |  | 479640000 | 2000000 | SH |  | SOLE |  | 2000000 | 0 | 0 |
| Mid-America Apartment Communit | COM | 59522J103 |  | 2558937 | 16300 | SH |  | SOLE |  | 16300 | 0 | 0 |
| Moderna Inc | COM | 60770K107 |  | 20853882 | 116100 | SH |  | SOLE |  | 116100 | 0 | 0 |
| Molina Healthcare Inc | COM | 60855R100 |  | 9642424 | 29200 | SH |  | SOLE |  | 29200 | 0 | 0 |
| Molson Coors Beverage Co | CL B | 60871R209 |  | 3286976 | 63800 | SH |  | SOLE |  | 63800 | 0 | 0 |
| Mondelez International Inc | CL A | 609207105 |  | 20288260 | 304400 | SH |  | SOLE |  | 304400 | 0 | 0 |
| MongoDB Inc | CL A | 60937P106 |  | 8956220 | 45500 | SH |  | SOLE |  | 45500 | 0 | 0 |
| Monolithic Power Systems Inc | COM | 609839105 |  | 3854349 | 10900 | SH |  | SOLE |  | 10900 | 0 | 0 |
| Monster Beverage Corp | COM | 61174X109 |  | 8579285 | 84500 | SH |  | SOLE |  | 84500 | 0 | 0 |
| Moody's Corp | COM | 615369105 |  | 10643284 | 38200 | SH |  | SOLE |  | 38200 | 0 | 0 |
| Morgan Stanley | COM NEW | 617446448 |  | 28214992 | 331863 | SH |  | SOLE |  | 331863 | 0 | 0 |
| Mosaic Co/The | COM | 61945C103 |  | 3535922 | 80600 | SH |  | SOLE |  | 80600 | 0 | 0 |
| NIKE Inc | CL B | 654106103 |  | 36975160 | 316000 | SH |  | SOLE |  | 316000 | 0 | 0 |
| NRG Energy Inc | COM NEW | 629377508 |  | 455026 | 14300 | SH |  | SOLE |  | 14300 | 0 | 0 |
| NVIDIA Corp | COM | 67066G104 |  | 106068412 | 725800 | SH |  | SOLE |  | 725800 | 0 | 0 |
| NVR Inc | COM | 62944T105 |  | 3597812 | 780 | SH |  | SOLE |  | 780 | 0 | 0 |
| NXP Semiconductors NV | COM | N6596X109 |  | 15613364 | 98800 | SH |  | SOLE |  | 98800 | 0 | 0 |
| Nasdaq Inc | COM | 631103108 |  | 9398820 | 153200 | SH |  | SOLE |  | 153200 | 0 | 0 |
| NetApp Inc | COM | 64110D104 |  | 7753746 | 129100 | SH |  | SOLE |  | 129100 | 0 | 0 |
| Netflix Inc | COM | 64110L106 |  | 33262464 | 112800 | SH |  | SOLE |  | 112800 | 0 | 0 |
| Newell Brands Inc | COM | 651229106 |  | 4405344 | 336800 | SH |  | SOLE |  | 336800 | 0 | 0 |
| Newmont Corp | COM | 651639106 |  | 9794000 | 207500 | SH |  | SOLE |  | 207500 | 0 | 0 |
| NextEra Energy Inc | COM | 65339F101 |  | 41382000 | 495000 | SH |  | SOLE |  | 495000 | 0 | 0 |
| NiSource Inc | COM | 65473P105 |  | 8785368 | 320400 | SH |  | SOLE |  | 320400 | 0 | 0 |
| Norfolk Southern Corp | COM | 655844108 |  | 11680308 | 47400 | SH |  | SOLE |  | 47400 | 0 | 0 |
| Northern Trust Corp | COM | 665859104 |  | 5327098 | 60200 | SH |  | SOLE |  | 60200 | 0 | 0 |
| Nucor Corp | COM | 670346105 |  | 13536887 | 102700 | SH |  | SOLE |  | 102700 | 0 | 0 |
| Nutrien Ltd | COM | 67077M108 |  | 15276719 | 209400 | SH |  | SOLE |  | 209400 | 0 | 0 |
| O'Reilly Automotive Inc | COM | 67103H107 |  | 18568660 | 22000 | SH |  | SOLE |  | 22000 | 0 | 0 |
| ON Semiconductor Corp | COM | 682189105 |  | 6218289 | 99700 | SH |  | SOLE |  | 99700 | 0 | 0 |
| Old Dominion Freight Line Inc | COM | 679580100 |  | 5987758 | 21100 | SH |  | SOLE |  | 21100 | 0 | 0 |
| Omnicom Group Inc | COM | 681919106 |  | 10685670 | 131000 | SH |  | SOLE |  | 131000 | 0 | 0 |
| Open Text Corp | COM | 683715106 |  | 4782007 | 161500 | SH |  | SOLE |  | 161500 | 0 | 0 |
| Oracle Corp | COM | 68389X105 |  | 32001210 | 391500 | SH |  | SOLE |  | 391500 | 0 | 0 |
| Otis Worldwide Corp | COM | 68902V107 |  | 12913319 | 164900 | SH |  | SOLE |  | 164900 | 0 | 0 |
| Owens Corning | COM | 690742101 |  | 4282060 | 50200 | SH |  | SOLE |  | 50200 | 0 | 0 |
| PACCAR Inc | COM | 693718108 |  | 7749351 | 78300 | SH |  | SOLE |  | 78300 | 0 | 0 |
| PG Corp | COM | 69331C108 |  | 5177184 | 318400 | SH |  | SOLE |  | 318400 | 0 | 0 |
| PNC Financial Services Group I | COM | 693475105 |  | 14277776 | 90400 | SH |  | SOLE |  | 90400 | 0 | 0 |
| PPG Industries Inc | COM | 693506107 |  | 12850628 | 102200 | SH |  | SOLE |  | 102200 | 0 | 0 |
| PTC Inc | COM | 69370C100 |  | 3385128 | 28200 | SH |  | SOLE |  | 28200 | 0 | 0 |
| Packaging Corp of America | COM | 695156109 |  | 4873371 | 38100 | SH |  | SOLE |  | 38100 | 0 | 0 |
| Palantir Technologies Inc | CL A | 69608A108 |  | 2895420 | 451000 | SH |  | SOLE |  | 451000 | 0 | 0 |
| Palo Alto Networks Inc | COM | 697435105 |  | 9698030 | 69500 | SH |  | SOLE |  | 69500 | 0 | 0 |
| Paramount Global | CLASS B COM | 92556H206 |  | 3497536 | 207200 | SH |  | SOLE |  | 207200 | 0 | 0 |
| Parker-Hannifin Corp | COM | 701094104 |  | 8933700 | 30700 | SH |  | SOLE |  | 30700 | 0 | 0 |
| PayPal Holdings Inc | COM | 70450Y103 |  | 18517200 | 260000 | SH |  | SOLE |  | 260000 | 0 | 0 |
| Paychex Inc | COM | 704326107 |  | 15415704 | 133400 | SH |  | SOLE |  | 133400 | 0 | 0 |
| Paycom Software Inc | COM | 70432V102 |  | 3785782 | 12200 | SH |  | SOLE |  | 12200 | 0 | 0 |
| Paylocity Holding Corp | COM | 70438V106 |  | 2059156 | 10600 | SH |  | SOLE |  | 10600 | 0 | 0 |
| Pentair PLC | SHS | G7S00T104 |  | 7790536 | 173200 | SH |  | SOLE |  | 173200 | 0 | 0 |
| PepsiCo Inc | COM | 713448108 |  | 66699672 | 369200 | SH |  | SOLE |  | 369200 | 0 | 0 |
| PerkinElmer Inc | COM | 714046109 |  | 4430952 | 31600 | SH |  | SOLE |  | 31600 | 0 | 0 |
| Pfizer Inc | COM | 717081103 |  | 84853440 | 1656000 | SH |  | SOLE |  | 1656000 | 0 | 0 |
| Pinterest Inc | CL A | 72352L106 |  | 8903476 | 366700 | SH |  | SOLE |  | 366700 | 0 | 0 |
| Plug Power Inc | COM NEW | 72919P202 |  | 2752325 | 222500 | SH |  | SOLE |  | 222500 | 0 | 0 |
| Pool Corp | COM | 73278L105 |  | 7528017 | 24900 | SH |  | SOLE |  | 24900 | 0 | 0 |
| Principal Financial Group Inc | COM | 74251V102 |  | 4372232 | 52100 | SH |  | SOLE |  | 52100 | 0 | 0 |
| Procter  Gamble Co/The | COM | 742718109 |  | 96164820 | 634500 | SH |  | SOLE |  | 634500 | 0 | 0 |
| Progressive Corp/The | COM | 743315103 |  | 25903087 | 199700 | SH |  | SOLE |  | 199700 | 0 | 0 |
| Prologis Inc | COM | 74340W103 |  | 25096291 | 222623 | SH |  | SOLE |  | 222623 | 0 | 0 |
| Prudential Financial Inc | COM | 744320102 |  | 10353786 | 104100 | SH |  | SOLE |  | 104100 | 0 | 0 |
| Public Service Enterprise Grou | COM | 744573106 |  | 8075386 | 131800 | SH |  | SOLE |  | 131800 | 0 | 0 |
| Public Storage | COM | 74460D109 |  | 15942811 | 56900 | SH |  | SOLE |  | 56900 | 0 | 0 |
| QIAGEN NV | SHS NEW | N72482123 |  | 0 | 26566 | SH |  | SOLE |  | 26566 | 0 | 0 |
| QUALCOMM Inc | COM | 747525103 |  | 31036062 | 282300 | SH |  | SOLE |  | 282300 | 0 | 0 |
| Quanta Services Inc | COM | 74762E102 |  | 5372250 | 37700 | SH |  | SOLE |  | 37700 | 0 | 0 |
| Quest Diagnostics Inc | COM | 74834L100 |  | 9887008 | 63200 | SH |  | SOLE |  | 63200 | 0 | 0 |
| ROBLOX Corp | CL A | 771049103 |  | 2592706 | 91100 | SH |  | SOLE |  | 91100 | 0 | 0 |
| Raymond James Financial Inc | COM | 754730109 |  | 4498385 | 42100 | SH |  | SOLE |  | 42100 | 0 | 0 |
| Realty Income Corp | COM | 756109104 |  | 9089519 | 143300 | SH |  | SOLE |  | 143300 | 0 | 0 |
| Regency Centers Corp | COM | 758849103 |  | 7381250 | 118100 | SH |  | SOLE |  | 118100 | 0 | 0 |
| Regeneron Pharmaceuticals Inc | COM | 75886F107 |  | 18181548 | 25200 | SH |  | SOLE |  | 25200 | 0 | 0 |
| Regions Financial Corp | COM | 7591EP100 |  | 10560088 | 489800 | SH |  | SOLE |  | 489800 | 0 | 0 |
| Republic Services Inc | COM | 760759100 |  | 6217318 | 48200 | SH |  | SOLE |  | 48200 | 0 | 0 |
| ResMed Inc | COM | 761152107 |  | 6805851 | 32700 | SH |  | SOLE |  | 32700 | 0 | 0 |
| Restaurant Brands Internationa | COM | 76131D103 |  | 9442398 | 146100 | SH |  | SOLE |  | 146100 | 0 | 0 |
| Robert Half International Inc | COM | 770323103 |  | 7604490 | 103000 | SH |  | SOLE |  | 103000 | 0 | 0 |
| Rockwell Automation Inc | COM | 773903109 |  | 7160446 | 27800 | SH |  | SOLE |  | 27800 | 0 | 0 |
| Rogers Communications Inc | CL B | 775109200 |  | 9919759 | 212100 | SH |  | SOLE |  | 212100 | 0 | 0 |
| Roku Inc | COM CL A | 77543R102 |  | 3487990 | 85700 | SH |  | SOLE |  | 85700 | 0 | 0 |
| Roper Technologies Inc | COM | 776696106 |  | 8944263 | 20700 | SH |  | SOLE |  | 20700 | 0 | 0 |
| Ross Stores Inc | COM | 778296103 |  | 9242538 | 79629 | SH |  | SOLE |  | 79629 | 0 | 0 |
| Royal Bank of Canada | COM | 780087102 |  | 32638858 | 347400 | SH |  | SOLE |  | 347400 | 0 | 0 |
| Royal Caribbean Cruises Ltd | COM | V7780T103 |  | 2955914 | 59800 | SH |  | SOLE |  | 59800 | 0 | 0 |
| S Global Inc | COM | 78409V104 |  | 36268978 | 108285 | SH |  | SOLE |  | 108285 | 0 | 0 |
| SBA Communications Corp | CL A | 78410G104 |  | 6138789 | 21900 | SH |  | SOLE |  | 21900 | 0 | 0 |
| SEI Investments Co | COM | 784117103 |  | 408100 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| STERIS PLC | SHS USD | G8473T100 |  | 5152851 | 27900 | SH |  | SOLE |  | 27900 | 0 | 0 |
| SVB Financial Group | COM | 78486Q101 |  | 2669624 | 11600 | SH |  | SOLE |  | 11600 | 0 | 0 |
| Salesforce Inc | COM | 79466L302 |  | 33644315 | 253747 | SH |  | SOLE |  | 253747 | 0 | 0 |
| Sea Ltd | SPONSORD ADS | 81141R100 |  | 4105167 | 78900 | SH |  | SOLE |  | 78900 | 0 | 0 |
| Seagate Technology Holdings PL | ORD SHS | G7997R103 |  | 8138767 | 154700 | SH |  | SOLE |  | 154700 | 0 | 0 |
| Seagen Inc | COM | 81181C104 |  | 4317936 | 33600 | SH |  | SOLE |  | 33600 | 0 | 0 |
| Sempra Energy | COM | 816851109 |  | 9813290 | 63500 | SH |  | SOLE |  | 63500 | 0 | 0 |
| ServiceNow Inc | COM | 81762P102 |  | 18636960 | 48000 | SH |  | SOLE |  | 48000 | 0 | 0 |
| Shaw Communications Inc | CL B CONV | 82028K200 |  | 4229358 | 146900 | SH |  | SOLE |  | 146900 | 0 | 0 |
| Sherwin-Williams Co/The | COM | 824348106 |  | 20101851 | 84700 | SH |  | SOLE |  | 84700 | 0 | 0 |
| Shopify Inc | CL A | 82509L107 |  | 9433572 | 271900 | SH |  | SOLE |  | 271900 | 0 | 0 |
| Simon Property Group Inc | COM | 828806109 |  | 16106508 | 137100 | SH |  | SOLE |  | 137100 | 0 | 0 |
| Sirius XM Holdings Inc | COM | 82968B103 |  | 4076320 | 698000 | SH |  | SOLE |  | 698000 | 0 | 0 |
| Skyworks Solutions Inc | COM | 83088M102 |  | 3781895 | 41500 | SH |  | SOLE |  | 41500 | 0 | 0 |
| Snap Inc | CL A | 83304A106 |  | 2674260 | 298800 | SH |  | SOLE |  | 298800 | 0 | 0 |
| Snap-on Inc | COM | 833034101 |  | 4638347 | 20300 | SH |  | SOLE |  | 20300 | 0 | 0 |
| Snowflake Inc | CL A | 833445109 |  | 7535850 | 52500 | SH |  | SOLE |  | 52500 | 0 | 0 |
| SolarEdge Technologies Inc | COM | 83417M104 |  | 3710837 | 13100 | SH |  | SOLE |  | 13100 | 0 | 0 |
| Southern Co/The | COM | 842587107 |  | 18173845 | 254500 | SH |  | SOLE |  | 254500 | 0 | 0 |
| Splunk Inc | COM | 848637104 |  | 3667434 | 42600 | SH |  | SOLE |  | 42600 | 0 | 0 |
| Stanley Black  Decker Inc | COM | 854502101 |  | 3831120 | 51000 | SH |  | SOLE |  | 51000 | 0 | 0 |
| Starbucks Corp | COM | 855244109 |  | 27458560 | 276800 | SH |  | SOLE |  | 276800 | 0 | 0 |
| State Street Corp | COM | 857477103 |  | 8090551 | 104300 | SH |  | SOLE |  | 104300 | 0 | 0 |
| Steel Dynamics Inc | COM | 858119100 |  | 9144720 | 93600 | SH |  | SOLE |  | 93600 | 0 | 0 |
| Stellantis NV | SHS | N82405106 |  | 0 | 383282 | SH |  | SOLE |  | 383282 | 0 | 0 |
| Stryker Corp | COM | 863667101 |  | 18520851 | 75753 | SH |  | SOLE |  | 75753 | 0 | 0 |
| Sun Communities Inc | COM | 866674104 |  | 2531100 | 17700 | SH |  | SOLE |  | 17700 | 0 | 0 |
| Sun Life Financial Inc | COM | 866796105 |  | 15409255 | 332200 | SH |  | SOLE |  | 332200 | 0 | 0 |
| Synchrony Financial | COM | 87165B103 |  | 8799908 | 267800 | SH |  | SOLE |  | 267800 | 0 | 0 |
| Synopsys Inc | COM | 871607107 |  | 11430582 | 35800 | SH |  | SOLE |  | 35800 | 0 | 0 |
| Sysco Corp | COM | 871829107 |  | 8745880 | 114400 | SH |  | SOLE |  | 114400 | 0 | 0 |
| T Rowe Price Group Inc | COM | 74144T108 |  | 12247438 | 112300 | SH |  | SOLE |  | 112300 | 0 | 0 |
| T-Mobile US Inc | COM | 872590104 |  | 19796000 | 141400 | SH |  | SOLE |  | 141400 | 0 | 0 |
| TE Connectivity Ltd | SHS | H84989104 |  | 6451760 | 56200 | SH |  | SOLE |  | 56200 | 0 | 0 |
| TELUS Corp | COM | 87971M103 |  | 5294802 | 274200 | SH |  | SOLE |  | 274200 | 0 | 0 |
| TJX Cos Inc/The | COM | 872540109 |  | 30072880 | 377800 | SH |  | SOLE |  | 377800 | 0 | 0 |
| Take-Two Interactive Software | COM | 874054109 |  | 4175613 | 40100 | SH |  | SOLE |  | 40100 | 0 | 0 |
| Target Corp | COM | 87612E106 |  | 23637744 | 158600 | SH |  | SOLE |  | 158600 | 0 | 0 |
| Teck Resources Ltd | CL B | 878742204 |  | 4282577 | 113400 | SH |  | SOLE |  | 113400 | 0 | 0 |
| Teledyne Technologies Inc | COM | 879360105 |  | 3759154 | 9400 | SH |  | SOLE |  | 9400 | 0 | 0 |
| Teradyne Inc | COM | 880770102 |  | 3459060 | 39600 | SH |  | SOLE |  | 39600 | 0 | 0 |
| Tesla Inc | COM | 88160R101 |  | 89231592 | 724400 | SH |  | SOLE |  | 724400 | 0 | 0 |
| Texas Instruments Inc | COM | 882508104 |  | 46988568 | 284400 | SH |  | SOLE |  | 284400 | 0 | 0 |
| Thermo Fisher Scientific Inc | COM | 883556102 |  | 56759618 | 103070 | SH |  | SOLE |  | 103070 | 0 | 0 |
| Thomson Reuters Corp | COM NEW | 884903709 |  | 10510507 | 92200 | SH |  | SOLE |  | 92200 | 0 | 0 |
| Toronto-Dominion Bank/The | COM NEW | 891160509 |  | 29893015 | 462000 | SH |  | SOLE |  | 462000 | 0 | 0 |
| Tractor Supply Co | COM | 892356106 |  | 11833422 | 52600 | SH |  | SOLE |  | 52600 | 0 | 0 |
| Trade Desk Inc/The | COM CL A | 88339J105 |  | 4810259 | 107300 | SH |  | SOLE |  | 107300 | 0 | 0 |
| Trane Technologies PLC | SHS | G8994E103 |  | 16086213 | 95700 | SH |  | SOLE |  | 95700 | 0 | 0 |
| TransDigm Group Inc | COM | 893641100 |  | 7555800 | 12000 | SH |  | SOLE |  | 12000 | 0 | 0 |
| TransUnion | COM | 89400J107 |  | 3092875 | 54500 | SH |  | SOLE |  | 54500 | 0 | 0 |
| Travelers Cos Inc/The | COM | 89417E109 |  | 16199136 | 86400 | SH |  | SOLE |  | 86400 | 0 | 0 |
| Trimble Inc | COM | 896239100 |  | 3165056 | 62600 | SH |  | SOLE |  | 62600 | 0 | 0 |
| Truist Financial Corp | COM | 89832Q109 |  | 13687843 | 318100 | SH |  | SOLE |  | 318100 | 0 | 0 |
| Twilio Inc | CL A | 90138F102 |  | 2516544 | 51400 | SH |  | SOLE |  | 51400 | 0 | 0 |
| Tyler Technologies Inc | COM | 902252105 |  | 3062895 | 9500 | SH |  | SOLE |  | 9500 | 0 | 0 |
| Tyson Foods Inc | CL A | 902494103 |  | 3990225 | 64100 | SH |  | SOLE |  | 64100 | 0 | 0 |
| UBS Group AG | SHS | H42097107 |  | 0 | 635062 | SH |  | SOLE |  | 635062 | 0 | 0 |
| UDR Inc | COM | 902653104 |  | 2885385 | 74500 | SH |  | SOLE |  | 74500 | 0 | 0 |
| UGI Corp | COM | 902681105 |  | 4322362 | 116600 | SH |  | SOLE |  | 116600 | 0 | 0 |
| US Bancorp | COM NEW | 902973304 |  | 14264831 | 327100 | SH |  | SOLE |  | 327100 | 0 | 0 |
| Uber Technologies Inc | COM | 90353T100 |  | 8774204 | 354800 | SH |  | SOLE |  | 354800 | 0 | 0 |
| Ulta Beauty Inc | COM | 90384S303 |  | 10835517 | 23100 | SH |  | SOLE |  | 23100 | 0 | 0 |
| Union Pacific Corp | COM | 907818108 |  | 31350398 | 151400 | SH |  | SOLE |  | 151400 | 0 | 0 |
| United Parcel Service Inc | CL B | 911312106 |  | 39983200 | 230000 | SH |  | SOLE |  | 230000 | 0 | 0 |
| United Rentals Inc | COM | 911363109 |  | 5864430 | 16500 | SH |  | SOLE |  | 16500 | 0 | 0 |
| UnitedHealth Group Inc | COM | 91324P102 |  | 141982204 | 267800 | SH |  | SOLE |  | 267800 | 0 | 0 |
| VF Corp | COM | 918204108 |  | 3815702 | 138200 | SH |  | SOLE |  | 138200 | 0 | 0 |
| VICI Properties Inc | COM | 925652109 |  | 8151840 | 251600 | SH |  | SOLE |  | 251600 | 0 | 0 |
| VMware Inc | CL A COM | 928563402 |  | 11624881 | 94696 | SH |  | SOLE |  | 94696 | 0 | 0 |
| Vail Resorts Inc | COM | 91879Q109 |  | 7293510 | 30600 | SH |  | SOLE |  | 30600 | 0 | 0 |
| Veeva Systems Inc | CL A COM | 922475108 |  | 5357816 | 33200 | SH |  | SOLE |  | 33200 | 0 | 0 |
| Ventas Inc | COM | 92276F100 |  | 5234810 | 116200 | SH |  | SOLE |  | 116200 | 0 | 0 |
| VeriSign Inc | COM | 92343E102 |  | 4088256 | 19900 | SH |  | SOLE |  | 19900 | 0 | 0 |
| Verisk Analytics Inc | COM | 92345Y106 |  | 6404046 | 36300 | SH |  | SOLE |  | 36300 | 0 | 0 |
| Verizon Communications Inc | COM | 92343V104 |  | 53798730 | 1365450 | SH |  | SOLE |  | 1365450 | 0 | 0 |
| Vertex Pharmaceuticals Inc | COM | 92532F100 |  | 17731092 | 61400 | SH |  | SOLE |  | 61400 | 0 | 0 |
| Viatris Inc | COM | 92556V106 |  | 3704064 | 332800 | SH |  | SOLE |  | 332800 | 0 | 0 |
| Visa Inc | COM CL A | 92826C839 |  | 98953179 | 476286 | SH |  | SOLE |  | 476286 | 0 | 0 |
| Vulcan Materials Co | COM | 929160109 |  | 2136342 | 12200 | SH |  | SOLE |  | 12200 | 0 | 0 |
| W R Berkley Corp | COM | 084423102 |  | 4339686 | 59800 | SH |  | SOLE |  | 59800 | 0 | 0 |
| WEC Energy Group Inc | COM | 92939U106 |  | 6319424 | 67400 | SH |  | SOLE |  | 67400 | 0 | 0 |
| WP Carey Inc | COM | 92936U109 |  | 4892190 | 62600 | SH |  | SOLE |  | 62600 | 0 | 0 |
| WW Grainger Inc | COM | 384802104 |  | 12348750 | 22200 | SH |  | SOLE |  | 22200 | 0 | 0 |
| Walgreens Boots Alliance Inc | COM | 931427108 |  | 7684952 | 205700 | SH |  | SOLE |  | 205700 | 0 | 0 |
| Walt Disney Co/The | COM | 254687106 |  | 41102928 | 473100 | SH |  | SOLE |  | 473100 | 0 | 0 |
| Warner Bros Discovery Inc | COM SER A | 934423104 |  | 5110374 | 539069 | SH |  | SOLE |  | 539069 | 0 | 0 |
| Waste Connections Inc | COM | 94106B101 |  | 4811928 | 36300 | SH |  | SOLE |  | 36300 | 0 | 0 |
| Waste Management Inc | COM | 94106L109 |  | 13272048 | 84600 | SH |  | SOLE |  | 84600 | 0 | 0 |
| Waters Corp | COM | 941848103 |  | 6714568 | 19600 | SH |  | SOLE |  | 19600 | 0 | 0 |
| Wells Fargo  Co | COM | 949746101 |  | 39200726 | 949400 | SH |  | SOLE |  | 949400 | 0 | 0 |
| Welltower Inc | COM | 95040Q104 |  | 13018230 | 198600 | SH |  | SOLE |  | 198600 | 0 | 0 |
| West Fraser Timber Co Ltd | COM | 952845105 |  | 259768 | 3600 | SH |  | SOLE |  | 3600 | 0 | 0 |
| West Pharmaceutical Services I | COM | 955306105 |  | 10143585 | 43100 | SH |  | SOLE |  | 43100 | 0 | 0 |
| Western Union Co/The | COM | 959802109 |  | 8767359 | 636700 | SH |  | SOLE |  | 636700 | 0 | 0 |
| Westinghouse Air Brake Technol | COM | 929740108 |  | 4172058 | 41800 | SH |  | SOLE |  | 41800 | 0 | 0 |
| Westrock Co | COM | 96145D105 |  | 2594808 | 73800 | SH |  | SOLE |  | 73800 | 0 | 0 |
| Weyerhaeuser Co | COM NEW | 962166104 |  | 10295100 | 332100 | SH |  | SOLE |  | 332100 | 0 | 0 |
| Wheaton Precious Metals Corp | COM | 962879102 |  | 4610864 | 118100 | SH |  | SOLE |  | 118100 | 0 | 0 |
| Whirlpool Corp | COM | 963320106 |  | 7935906 | 56100 | SH |  | SOLE |  | 56100 | 0 | 0 |
| Willis Towers Watson PLC | SHS | G96629103 |  | 11446344 | 46800 | SH |  | SOLE |  | 46800 | 0 | 0 |
| Wolfspeed Inc | COM | 977852102 |  | 2354264 | 34100 | SH |  | SOLE |  | 34100 | 0 | 0 |
| Workday Inc | CL A | 98138H101 |  | 8600762 | 51400 | SH |  | SOLE |  | 51400 | 0 | 0 |
| Xylem Inc/NY | COM | 98419M100 |  | 5661184 | 51200 | SH |  | SOLE |  | 51200 | 0 | 0 |
| Yum! Brands Inc | COM | 988498101 |  | 13448400 | 105000 | SH |  | SOLE |  | 105000 | 0 | 0 |
| Zebra Technologies Corp | CL A | 989207105 |  | 2615382 | 10200 | SH |  | SOLE |  | 10200 | 0 | 0 |
| Zimmer Biomet Holdings Inc | COM | 98956P102 |  | 6158250 | 48300 | SH |  | SOLE |  | 48300 | 0 | 0 |
| Zoetis Inc | CL A | 98978V103 |  | 23829030 | 162600 | SH |  | SOLE |  | 162600 | 0 | 0 |
| Zoom Video Communications Inc | CL A | 98980L101 |  | 8128800 | 120000 | SH |  | SOLE |  | 120000 | 0 | 0 |
| Zscaler Inc | COM | 98980G102 |  | 2551320 | 22800 | SH |  | SOLE |  | 22800 | 0 | 0 |
| eBay Inc | COM | 278642103 |  | 5631626 | 135800 | SH |  | SOLE |  | 135800 | 0 | 0 |

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