# EDGAR Filing Document

**Accession Number:** 0002021242
**File Stem:** 0000945621-25-000651
**Filing Date:** 2025-8
**Character Count:** 18929
**Document Hash:** a3abf949494554876fa832a4c68ffc38
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000945621-25-000651.hdr.sgml**: 20250806

**ACCESSION NUMBER**: 0000945621-25-000651

**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:** Sienna Gestion
- **CENTRAL INDEX KEY:** 0002021242

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

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24127
- **FILM NUMBER:** 251187795

**BUSINESS ADDRESS:**
- **STREET 1:** 21, BOULEVARD HAUSSMANN
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75009
- **BUSINESS PHONE:** 33 06 50 75 37 95

**MAIL ADDRESS:**
- **STREET 1:** 21, BOULEVARD HAUSSMANN
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75009

### 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:** Sienna Gestion<br>**Address:** 21 BOULEVARD HAUSSMANN<br>PARIS, I0 75009

**Form 13F File Number:** 028-24127

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:** Yoan Scialom<br>**Title:** Head of Compliance<br>**Phone:** 33 06 99 12 01 28

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

/s/ Yoan Scialom  Paris, I0  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:** 159

**Form 13F Information Table Value Total:** $1453477402

      (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 |
| PEMBINA PIPELINE CORP | COM | 706327103 |  | 821 | 24 | SH |  | SOLE |  | 24 | 0 | 0 |
| ROYAL BANK OF CANADA | COM | 780087102 |  | 65450 | 545 | SH |  | SOLE |  | 545 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 714004 | 584 | SH |  | SOLE |  | 584 | 0 | 0 |
| ECOLAB INC | COM | 278865100 |  | 145137 | 590 | SH |  | SOLE |  | 590 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 387081 | 607 | SH |  | SOLE |  | 607 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 628342 | 1486 | SH |  | SOLE |  | 1486 | 0 | 0 |
| MOODY S CORP | COM | 615369105 |  | 693330 | 1514 | SH |  | SOLE |  | 1514 | 0 | 0 |
| HUNTINGTON INGALLS INDUSTRIE | COM | 446413106 |  | 433184 | 1965 | SH |  | SOLE |  | 1965 | 0 | 0 |
| ILLINOIS TOOL WORKS INC | COM | 452308109 |  | 451473 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| UNIVERSAL HEALTH SERVICES INC | CL B | 913903100 |  | 360545 | 2180 | SH |  | SOLE |  | 2180 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 922135 | 3463 | SH |  | SOLE |  | 3463 | 0 | 0 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 703678 | 3536 | SH |  | SOLE |  | 3536 | 0 | 0 |
| OWENS CORNING | COM | 690742101 |  | 449735 | 3582 | SH |  | SOLE |  | 3582 | 0 | 0 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 540513 | 3613 | SH |  | SOLE |  | 3613 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 19556372 | 3700 | SH |  | SOLE |  | 3700 | 0 | 0 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 |  | 598609 | 3887 | SH |  | SOLE |  | 3887 | 0 | 0 |
| AMERICAN TOWER CORP | COM | 03027X100 |  | 797872 | 3954 | SH |  | SOLE |  | 3954 | 0 | 0 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 655708 | 4275 | SH |  | SOLE |  | 4275 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 591178 | 4750 | SH |  | SOLE |  | 4750 | 0 | 0 |
| TFI INTERNATIONAL INC | COM | 87241L109 |  | 392624 | 4800 | SH |  | SOLE |  | 4800 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 840057 | 4957 | SH |  | SOLE |  | 4957 | 0 | 0 |
| CF INDUSTRIES HOLDINGS INC | COM | 125269100 |  | 420982 | 5012 | SH |  | SOLE |  | 5012 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3589691 | 5327 | SH |  | SOLE |  | 5327 | 0 | 0 |
| A O SMITH CORP | COM | 831865209 |  | 321772 | 5375 | SH |  | SOLE |  | 5375 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 362580 | 5790 | SH |  | SOLE |  | 5790 | 0 | 0 |
| SIMON PROPERTY GROUP INC | COM | 828806109 |  | 862579 | 5877 | SH |  | SOLE |  | 5877 | 0 | 0 |
| EMERSON ELECTRIC CO | COM | 291011104 |  | 732198 | 6015 | SH |  | SOLE |  | 6015 | 0 | 0 |
| RPM INTERNATIONAL INC | COM | 749685103 |  | 628270 | 6265 | SH |  | SOLE |  | 6265 | 0 | 0 |
| NASDAQ INC | COM | 631103108 |  | 578497 | 7086 | SH |  | SOLE |  | 7086 | 0 | 0 |
| BIO-TECHNE CORP | COM | 09073M104 |  | 338489 | 7206 | SH |  | SOLE |  | 7206 | 0 | 0 |
| SS TECHNOLOGIES HOLDINGS INC | COM | 78467J100 |  | 550334 | 7280 | SH |  | SOLE |  | 7280 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 2164127 | 7462 | SH |  | SOLE |  | 7462 | 0 | 0 |
| GOLDMAN SACHS GRP INC | COM | 38141G104 |  | 4991642 | 7725 | SH |  | SOLE |  | 7725 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 4044130 | 8640 | SH |  | SOLE |  | 8640 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 884173 | 9183 | SH |  | SOLE |  | 9183 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 1201928 | 9346 | SH |  | SOLE |  | 9346 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 3583713 | 9681 | SH |  | SOLE |  | 9681 | 0 | 0 |
| EQUITY LIFESTYLE PROPERTIES IN | COM | 29472R108 |  | 548964 | 9750 | SH |  | SOLE |  | 9750 | 0 | 0 |
| REGENERON PHARMACEUTICALS INC | COM | 75886F107 |  | 4851663 | 10122 | SH |  | SOLE |  | 10122 | 0 | 0 |
| SYNCHRONY FINANCIAL | COM | 87165B103 |  | 711330 | 11674 | SH |  | SOLE |  | 11674 | 0 | 0 |
| FORTIS INC/CANADA | COM | 349553107 |  | 530798 | 12200 | SH |  | SOLE |  | 12200 | 0 | 0 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 7175787 | 14694 | SH |  | SOLE |  | 14694 | 0 | 0 |
| HUBBELL INC | COM | 443510607 |  | 6117361 | 16406 | SH |  | SOLE |  | 16406 | 0 | 0 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 5933985 | 16710 | SH |  | SOLE |  | 16710 | 0 | 0 |
| KRAFT HEINZ CO/THE | COM | 500754106 |  | 406900 | 17261 | SH |  | SOLE |  | 17261 | 0 | 0 |
| VEEVA SYSTEMS INC | CL A COM | 922475108 |  | 4616389 | 17558 | SH |  | SOLE |  | 17558 | 0 | 0 |
| CIGNA GROUP/THE | COM | 125523100 |  | 5309539 | 17592 | SH |  | SOLE |  | 17592 | 0 | 0 |
| COSTCO WHOLESALE CORP | COM | 22160K105 |  | 17137013 | 18961 | SH |  | SOLE |  | 18961 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 |  | 1035942 | 19476 | SH |  | SOLE |  | 19476 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 14439711 | 20289 | SH |  | SOLE |  | 20289 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 10601733 | 21369 | SH |  | SOLE |  | 21369 | 0 | 0 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 3149857 | 21869 | SH |  | SOLE |  | 21869 | 0 | 0 |
| ANSYS INC | COM | 03662Q105 |  | 7059963 | 22017 | SH |  | SOLE |  | 22017 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 5687416 | 22311 | SH |  | SOLE |  | 22311 | 0 | 0 |
| COCA-COLA EUROPACIF PTNERS PLC | SHS | G25839104 |  | 1988820 | 23494 | SH |  | SOLE |  | 23494 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 8872805 | 25120 | SH |  | SOLE |  | 25120 | 0 | 0 |
| DECKERS OUTDOOR CORP | COM | 243537107 |  | 2373526 | 25223 | SH |  | SOLE |  | 25223 | 0 | 0 |
| INTUIT INC | COM | 461202103 |  | 18298134 | 25446 | SH |  | SOLE |  | 25446 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4208231 | 26155 | SH |  | SOLE |  | 26155 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 7637008 | 26813 | SH |  | SOLE |  | 26813 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 11103129 | 27803 | SH |  | SOLE |  | 27803 | 0 | 0 |
| RESMED INC | COM | 761152107 |  | 6839220 | 29035 | SH |  | SOLE |  | 29035 | 0 | 0 |
| AMERIPRISE FINANCIAL INC | COM | 03076C106 |  | 14496849 | 29750 | SH |  | SOLE |  | 29750 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 2070000 | 30544 | SH |  | SOLE |  | 30544 | 0 | 0 |
| JACK HENRY  ASSOCIATES INC | COM | 426281101 |  | 5251440 | 31925 | SH |  | SOLE |  | 31925 | 0 | 0 |
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 |  | 9246352 | 32342 | SH |  | SOLE |  | 32342 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 11567920 | 32638 | SH |  | SOLE |  | 32638 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 975380 | 32741 | SH |  | SOLE |  | 32741 | 0 | 0 |
| SNAP-ON INC | COM | 833034101 |  | 9505537 | 33458 | SH |  | SOLE |  | 33458 | 0 | 0 |
| STEEL DYNAMICS INC | COM | 858119100 |  | 4006358 | 34280 | SH |  | SOLE |  | 34280 | 0 | 0 |
| WASTE MANAGEMENT INC | COM | 94106L109 |  | 7175846 | 34349 | SH |  | SOLE |  | 34349 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 11335424 | 34969 | SH |  | SOLE |  | 34969 | 0 | 0 |
| IBM-INTL BUSIN MACHINES CORP | COM | 459200101 |  | 9898622 | 36780 | SH |  | SOLE |  | 36780 | 0 | 0 |
| MCDONALD S CORP | COM | 580135101 |  | 10494387 | 39342 | SH |  | SOLE |  | 39342 | 0 | 0 |
| TRAVELERS COS INC/THE | COM | 89417E109 |  | 9752600 | 39927 | SH |  | SOLE |  | 39927 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 8068097 | 40420 | SH |  | SOLE |  | 40420 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 4485521 | 41182 | SH |  | SOLE |  | 41182 | 0 | 0 |
| F5 INC | COM | 315616102 |  | 11737010 | 43679 | SH |  | SOLE |  | 43679 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 13302667 | 44490 | SH |  | SOLE |  | 44490 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 8696181 | 46545 | SH |  | SOLE |  | 46545 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 12131453 | 48728 | SH |  | SOLE |  | 48728 | 0 | 0 |
| CGI INC | CL A SUB VTG | 12532H104 |  | 4784746 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| CAPITAL ONE FINANCIAL CORP | COM | 14040H105 |  | 9721495 | 50047 | SH |  | SOLE |  | 50047 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 5644742 | 50164 | SH |  | SOLE |  | 50164 | 0 | 0 |
| AVALONBAY COMMUNITIES INC | COM | 053484101 |  | 9726080 | 52349 | SH |  | SOLE |  | 52349 | 0 | 0 |
| BROADRIDGE FINANCIAL SOLUTIONS | COM | 11133T103 |  | 11711896 | 52784 | SH |  | SOLE |  | 52784 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 7972853 | 54833 | SH |  | SOLE |  | 54833 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 7119584 | 54955 | SH |  | SOLE |  | 54955 | 0 | 0 |
| MARATHON PETROLEUM CORP | COM | 56585A102 |  | 8358240 | 55113 | SH |  | SOLE |  | 55113 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 16094543 | 55265 | SH |  | SOLE |  | 55265 | 0 | 0 |
| CANADIAN NATIONAL RAILWAY CO | COM | 136375102 |  | 5250485 | 55300 | SH |  | SOLE |  | 55300 | 0 | 0 |
| PROLOGIS INC | COM | 74340W103 |  | 5381990 | 56078 | SH |  | SOLE |  | 56078 | 0 | 0 |
| PAYCHEX INC | COM | 704326107 |  | 7453846 | 56127 | SH |  | SOLE |  | 56127 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 5695108 | 56263 | SH |  | SOLE |  | 56263 | 0 | 0 |
| SHOPIFY INC | CL A | 82509L107 |  | 6043046 | 57500 | SH |  | SOLE |  | 57500 | 0 | 0 |
| AMERICAN WATER WORKS CO INC | COM | 030420103 |  | 7430217 | 58503 | SH |  | SOLE |  | 58503 | 0 | 0 |
| ONEOK INC | COM | 682680103 |  | 4373480 | 58683 | SH |  | SOLE |  | 58683 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 5418217 | 59139 | SH |  | SOLE |  | 59139 | 0 | 0 |
| M BANK CORP | COM | 55261F104 |  | 10833496 | 61168 | SH |  | SOLE |  | 61168 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 7566616 | 64286 | SH |  | SOLE |  | 64286 | 0 | 0 |
| HARTFORD INSURANCE GRP INC/THE | COM | 416515104 |  | 7481741 | 64592 | SH |  | SOLE |  | 64592 | 0 | 0 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 9598170 | 68217 | SH |  | SOLE |  | 68217 | 0 | 0 |
| HOME DEPOT INC/THE | COM | 437076102 |  | 23176582 | 69238 | SH |  | SOLE |  | 69238 | 0 | 0 |
| ACCENTURE PLC | SHS CLASS A | G1151C101 |  | 18923068 | 69345 | SH |  | SOLE |  | 69345 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 8510898 | 69350 | SH |  | SOLE |  | 69350 | 0 | 0 |
| DOCUSIGN INC | COM | 256163106 |  | 5146848 | 72376 | SH |  | SOLE |  | 72376 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 8461387 | 78534 | SH |  | SOLE |  | 78534 | 0 | 0 |
| EXPEDITORS INTL OF WASHINGTON | COM | 302130109 |  | 8262827 | 79215 | SH |  | SOLE |  | 79215 | 0 | 0 |
| WALT DISNEY CO/THE | COM | 254687106 |  | 9046475 | 79902 | SH |  | SOLE |  | 79902 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 7720528 | 79988 | SH |  | SOLE |  | 79988 | 0 | 0 |
| GENERAL MILLS INC | COM | 370334104 |  | 3861538 | 81636 | SH |  | SOLE |  | 81636 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 23232137 | 87773 | SH |  | SOLE |  | 87773 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 7886195 | 88339 | SH |  | SOLE |  | 88339 | 0 | 0 |
| COCA-COLA CO/THE | COM | 191216100 |  | 5800144 | 89794 | SH |  | SOLE |  | 89794 | 0 | 0 |
| STATE STREET CORP | COM | 857477103 |  | 8927744 | 91956 | SH |  | SOLE |  | 91956 | 0 | 0 |
| MCCORMICK  CO INC/MD | COM NON VTG | 579780206 |  | 6428647 | 92869 | SH |  | SOLE |  | 92869 | 0 | 0 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 10356877 | 95400 | SH |  | SOLE |  | 95400 | 0 | 0 |
| BEST BUY CO INC | COM | 086516101 |  | 6218982 | 101470 | SH |  | SOLE |  | 101470 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIONS | CL A | 192446102 |  | 7774612 | 109132 | SH |  | SOLE |  | 109132 | 0 | 0 |
| APPLIED MATERIALS INC | COM | 038222105 |  | 18923837 | 113221 | SH |  | SOLE |  | 113221 | 0 | 0 |
| PAYPAL HOLDINGS INC | COM | 70450Y103 |  | 7832913 | 115439 | SH |  | SOLE |  | 115439 | 0 | 0 |
| PENTAIR PLC | SHS | G7S00T104 |  | 11216538 | 119672 | SH |  | SOLE |  | 119672 | 0 | 0 |
| T ROWE PRICE GROUP INC | COM | 74144T108 |  | 10723849 | 121719 | SH |  | SOLE |  | 121719 | 0 | 0 |
| KROGER CO/THE | COM | 501044101 |  | 7983390 | 121905 | SH |  | SOLE |  | 121905 | 0 | 0 |
| ENTERGY CORP | COM | 29364G103 |  | 9274901 | 122219 | SH |  | SOLE |  | 122219 | 0 | 0 |
| DELTA AIR LINES INC | COM NEW | 247361702 |  | 5556781 | 123757 | SH |  | SOLE |  | 123757 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 18137188 | 130054 | SH |  | SOLE |  | 130054 | 0 | 0 |
| FOX CORP | CL B COM | 35137L204 |  | 6280656 | 133241 | SH |  | SOLE |  | 133241 | 0 | 0 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 8271540 | 134240 | SH |  | SOLE |  | 134240 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 7394000 | 144233 | SH |  | SOLE |  | 144233 | 0 | 0 |
| PROCTER  GAMBLE CO/THE | COM | 742718109 |  | 21658436 | 148899 | SH |  | SOLE |  | 148899 | 0 | 0 |
| COPART INC | COM | 217204106 |  | 6860765 | 153141 | SH |  | SOLE |  | 153141 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 38587560 | 153329 | SH |  | SOLE |  | 153329 | 0 | 0 |
| JUNIPER NETWORKS INC | COM | 48203R104 |  | 5683137 | 155892 | SH |  | SOLE |  | 155892 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 6938948 | 164188 | SH |  | SOLE |  | 164188 | 0 | 0 |
| MANULIFE FINANCIAL CORP | COM | 56501R106 |  | 4857895 | 166739 | SH |  | SOLE |  | 166739 | 0 | 0 |
| EBAY INC | COM | 278642103 |  | 11335369 | 166743 | SH |  | SOLE |  | 166743 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 14346314 | 168420 | SH |  | SOLE |  | 168420 | 0 | 0 |
| INTERPUBLIC GROUP OF COS INC | COM | 460690100 |  | 3889091 | 174009 | SH |  | SOLE |  | 174009 | 0 | 0 |
| SUN LIFE FINANCIAL INC | COM | 866796105 |  | 11300810 | 186385 | SH |  | SOLE |  | 186385 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 95821739 | 211001 | SH |  | SOLE |  | 211001 | 0 | 0 |
| CISCO SYSTEMS INC | COM | 17275R102 |  | 14181760 | 223888 | SH |  | SOLE |  | 223888 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 9783054 | 247641 | SH |  | SOLE |  | 247641 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 49719771 | 248226 | SH |  | SOLE |  | 248226 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 5611050 | 253540 | SH |  | SOLE |  | 253540 | 0 | 0 |
| TORONTO-DOMINION BANK/THE | COM NEW | 891160509 |  | 18401469 | 274559 | SH |  | SOLE |  | 274559 | 0 | 0 |
| CANADIAN IMPERIAL BANK OF COMM | COM | 136069101 |  | 20640711 | 319121 | SH |  | SOLE |  | 319121 | 0 | 0 |
| BAKER HUGHES CO | CL A | 05722G100 |  | 11613052 | 331764 | SH |  | SOLE |  | 331764 | 0 | 0 |
| COMCAST CORP | CL A | 20030N101 |  | 11195200 | 343574 | SH |  | SOLE |  | 343574 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 78256101 | 417772 | SH |  | SOLE |  | 417772 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 5288799 | 505484 | SH |  | SOLE |  | 505484 | 0 | 0 |
| UBS GROUP AG | SHS | H42097107 |  | 17789576 | 577949 | SH |  | SOLE |  | 577949 | 0 | 0 |
| NVIDIA CORP | COM | 67066G104 |  | 102977356 | 713916 | SH |  | SOLE |  | 713916 | 0 | 0 |
| DEUTSCHE BANK AG | NAMEN AKT | D18190898 |  | 34394372 | 1275537 | SH |  | SOLE |  | 1275537 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 |  | 644903 | 2250 | SH |  | SOLE |  | 2250 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 14451672 | 15086 | SH |  | SOLE |  | 15086 | 0 | 0 |
| ATLASSIAN CORP | COM | 049468101 |  | 3074057 | 16579 | SH |  | SOLE |  | 16579 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 5642298 | 60405 | SH |  | SOLE |  | 60405 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 7524643 | 84670 | SH |  | SOLE |  | 84670 | 0 | 0 |

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