# EDGAR Filing Document

**Accession Number:** 0001632812
**File Stem:** 0001632812-25-000009
**Filing Date:** 2025-10
**Character Count:** 17257
**Document Hash:** 6249bfbf905a8bfb042f9e35adba89b8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001632812-25-000009.hdr.sgml**: 20251009

**ACCESSION NUMBER**: 0001632812-25-000009

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251009

**DATE AS OF CHANGE**: 20251009

**EFFECTIVENESS DATE**: 20251009

**FILER**: 

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

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

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24219
- **FILM NUMBER:** 251384242

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

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

### FORM 13F COVER PAGE

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

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

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

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

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

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

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

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

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

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

Mayama CISSOKHO-COULIBALY  Paris, I0  10-09-2025<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:** 143

**Form 13F Information Table Value Total:** $845003518

      (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 |
| HUBSPOT INC | COM | 443573100 |  | 2157961 | 4613 | SH |  | SOLE |  | 4613 | 0 | 0 |
| TJX COMPANIES INC | COM | 872540109 |  | 6263207 | 43332 | SH |  | SOLE |  | 43332 | 0 | 0 |
| AUTOLIV INC | COM | 052800109 |  | 1228455 | 9947 | SH |  | SOLE |  | 9947 | 0 | 0 |
| OMNICOM GROUP | COM | 681919106 |  | 2201310 | 27000 | SH |  | SOLE |  | 27000 | 0 | 0 |
| ILLINOIS TOOL WORKS | COM | 452308109 |  | 1254777 | 4812 | SH |  | SOLE |  | 4812 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 8092180 | 18094 | SH |  | SOLE |  | 18094 | 0 | 0 |
| MSA SAFETY INC | COM | 553498106 |  | 1351438 | 7854 | SH |  | SOLE |  | 7854 | 0 | 0 |
| SNOWFLAKE INC | CL A | 833445109 |  | 2356772 | 10449 | SH |  | SOLE |  | 10449 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2584084 | 58796 | SH |  | SOLE |  | 58796 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 2316432 | 13749 | SH |  | SOLE |  | 13749 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 4282207 | 12892 | SH |  | SOLE |  | 12892 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 3319035 | 6727 | SH |  | SOLE |  | 6727 | 0 | 0 |
| ROYALTY PHARMA PLC- CL A | SHS CLASS A | G7709Q104 |  | 889938 | 25225 | SH |  | SOLE |  | 25225 | 0 | 0 |
| TRANSUNION | COM | 89400J107 |  | 2038451 | 24331 | SH |  | SOLE |  | 24331 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 37816264 | 114626 | SH |  | SOLE |  | 114626 | 0 | 0 |
| GENERAL MOTORS CO | COM | 37045V100 |  | 2502392 | 41043 | SH |  | SOLE |  | 41043 | 0 | 0 |
| JOHNSON CONTROLS INTERNATION | COM | 478160104 |  | 2690257 | 24468 | SH |  | SOLE |  | 24468 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 2923943 | 17576 | SH |  | SOLE |  | 17576 | 0 | 0 |
| META PLATFORMS INC-CLASS A | CL A | 30303M102 |  | 35908244 | 48896 | SH |  | SOLE |  | 48896 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 4821033 | 23902 | SH |  | SOLE |  | 23902 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 9954375 | 12500 | SH |  | SOLE |  | 12500 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F907 |  | 1017709 | 1810 | SH |  | SOLE |  | 1810 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 3185030 | 6544 | SH |  | SOLE |  | 6544 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 2674772 | 15015 | SH |  | SOLE |  | 15015 | 0 | 0 |
| HONEYWELL INTERNATIONAL INC | COM | 438516106 |  | 2059953 | 9786 | SH |  | SOLE |  | 9786 | 0 | 0 |
| GENERAL MILLS INC | COM | 370334104 |  | 1271088 | 25210 | SH |  | SOLE |  | 25210 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 15221087 | 19949 | SH |  | SOLE |  | 19949 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 3083388 | 8741 | SH |  | SOLE |  | 8741 | 0 | 0 |
| MCCORMICK  CO-NON VTG SHRS | COM NON VTG | 579780206 |  | 2219070 | 33165 | SH |  | SOLE |  | 33165 | 0 | 0 |
| COGNIZANT TECH SOLUTIONS-A | CL A | 192446102 |  | 2085139 | 31089 | SH |  | SOLE |  | 31089 | 0 | 0 |
| WALT DISNEY CO/THE | COM | 254687106 |  | 3580415 | 31270 | SH |  | SOLE |  | 31270 | 0 | 0 |
| STANLEY BLACK  DECKER INC | COM | 854502101 |  | 1331919 | 17919 | SH |  | SOLE |  | 17919 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 1802716 | 6254 | SH |  | SOLE |  | 6254 | 0 | 0 |
| BLACKLINE INC | COM | 09239B109 |  | 1585566 | 29860 | SH |  | SOLE |  | 29860 | 0 | 0 |
| AIR PRODUCTS  CHEMICALS INC | COM | 009158106 |  | 1524232 | 5589 | SH |  | SOLE |  | 5589 | 0 | 0 |
| VISA INC-CLASS A SHARES | COM CL A | 92826C839 |  | 12329621 | 36117 | SH |  | SOLE |  | 36117 | 0 | 0 |
| VENTAS INC | COM | 92276F100 |  | 3352661 | 47902 | SH |  | SOLE |  | 47902 | 0 | 0 |
| PAYCHEX INC | COM | 704326107 |  | 1974794 | 15579 | SH |  | SOLE |  | 15579 | 0 | 0 |
| JONES LANG LASALLE INC | COM | 48020Q107 |  | 3407551 | 11424 | SH |  | SOLE |  | 11424 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 2093336 | 4578 | SH |  | SOLE |  | 4578 | 0 | 0 |
| ACCENTURE PLC-CL A | SHS CLASS A | G1151C101 |  | 4132276 | 16757 | SH |  | SOLE |  | 16757 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 1670020 | 21438 | SH |  | SOLE |  | 21438 | 0 | 0 |
| BOOZ ALLEN HAMILTON HOLDINGS | CL A | 099502106 |  | 1132833 | 11334 | SH |  | SOLE |  | 11334 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 20162601 | 63921 | SH |  | SOLE |  | 63921 | 0 | 0 |
| SIMON PROPERTY GROUP INC | COM | 828806109 |  | 4007693 | 21355 | SH |  | SOLE |  | 21355 | 0 | 0 |
| DELL TECHNOLOGIES -C | CL C | 24703L202 |  | 1548837 | 10925 | SH |  | SOLE |  | 10925 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 |  | 3100582 | 10347 | SH |  | SOLE |  | 10347 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 8392440 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| STERIS PLC | SHS USD | G8473T100 |  | 1968138 | 7954 | SH |  | SOLE |  | 7954 | 0 | 0 |
| MSCI INC | COM | 55354G100 |  | 1129146 | 1990 | SH |  | SOLE |  | 1990 | 0 | 0 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 2340113 | 8152 | SH |  | SOLE |  | 8152 | 0 | 0 |
| ENCOMPASS HEALTH CORP | COM | 29261A100 |  | 2587651 | 20372 | SH |  | SOLE |  | 20372 | 0 | 0 |
| CADENCE DESIGN SYS INC | COM | 127387108 |  | 4163485 | 11853 | SH |  | SOLE |  | 11853 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 4839306 | 20216 | SH |  | SOLE |  | 20216 | 0 | 0 |
| UNITED RENTALS INC | COM | 911363109 |  | 2921260 | 3060 | SH |  | SOLE |  | 3060 | 0 | 0 |
| BLACKROCK INC | COM | 09247F209 |  | 5066871 | 4346 | SH |  | SOLE |  | 4346 | 0 | 0 |
| BROADRIDGE FINANCIAL SOLUTIO | COM | 11133T103 |  | 3157420 | 13257 | SH |  | SOLE |  | 13257 | 0 | 0 |
| AUTOMATIC DATA PROCESSING | COM | 053015103 |  | 4064095 | 13847 | SH |  | SOLE |  | 13847 | 0 | 0 |
| AMERIPRISE FINANCIAL INC | COM | 03076C106 |  | 2153640 | 4384 | SH |  | SOLE |  | 4384 | 0 | 0 |
| PACKAGING CORP OF AMERICA | COM | 695156109 |  | 1754119 | 8049 | SH |  | SOLE |  | 8049 | 0 | 0 |
| MERCK  CO. INC. | COM | 58933Y105 |  | 3963510 | 47224 | SH |  | SOLE |  | 47224 | 0 | 0 |
| MODERNA INC | COM | 60770K107 |  | 532382 | 20611 | SH |  | SOLE |  | 20611 | 0 | 0 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 1186510 | 13540 | SH |  | SOLE |  | 13540 | 0 | 0 |
| MASTERCARD INC - A | CL A | 57636Q104 |  | 9427457 | 16574 | SH |  | SOLE |  | 16574 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 5205786 | 155165 | SH |  | SOLE |  | 155165 | 0 | 0 |
| APTIV PLC | COM SHS | G3265R107 |  | 2306040 | 26746 | SH |  | SOLE |  | 26746 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 3038804 | 85576 | SH |  | SOLE |  | 85576 | 0 | 0 |
| CATERPILLAR INC | COM | 149123951 |  | 2835702 | 5943 | SH |  | SOLE |  | 5943 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 6301830 | 26590 | SH |  | SOLE |  | 26590 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 1815550 | 2318 | SH |  | SOLE |  | 2318 | 0 | 0 |
| DANAHER CORP | COM | 235851102 |  | 2825403 | 14251 | SH |  | SOLE |  | 14251 | 0 | 0 |
| ROYAL GOLD INC | COM | 780287108 |  | 2977008 | 14842 | SH |  | SOLE |  | 14842 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 78542456 | 151641 | SH |  | SOLE |  | 151641 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 1769435 | 13724 | SH |  | SOLE |  | 13724 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 4941384 | 10188 | SH |  | SOLE |  | 10188 | 0 | 0 |
| PROLOGIS INC | COM | 74340W103 |  | 4371114 | 38169 | SH |  | SOLE |  | 38169 | 0 | 0 |
| INGREDION INC | COM | 457187102 |  | 1735549 | 14213 | SH |  | SOLE |  | 14213 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 1762972 | 4174 | SH |  | SOLE |  | 4174 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 7993224 | 34522 | SH |  | SOLE |  | 34522 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 4235100 | 8916 | SH |  | SOLE |  | 8916 | 0 | 0 |
| PTC INC | COM | 69370C100 |  | 1475143 | 7266 | SH |  | SOLE |  | 7266 | 0 | 0 |
| GENPACT LTD | SHS | G3922B907 |  | 1509757 | 36041 | SH |  | SOLE |  | 36041 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 3962021 | 40582 | SH |  | SOLE |  | 40582 | 0 | 0 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 1778852 | 8103 | SH |  | SOLE |  | 8103 | 0 | 0 |
| NVIDIA CORP | COM | 67066G104 |  | 89517352 | 479780 | SH |  | SOLE |  | 479780 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 1779958 | 13868 | SH |  | SOLE |  | 13868 | 0 | 0 |
| BANK OF AMERICA CORP | COM | 060505104 |  | 9677149 | 187578 | SH |  | SOLE |  | 187578 | 0 | 0 |
| APPLIED MATERIALS INC | COM | 038222105 |  | 5937255 | 28999 | SH |  | SOLE |  | 28999 | 0 | 0 |
| ADVANCED MICRO DEVICES | COM | 007903107 |  | 5338585 | 32997 | SH |  | SOLE |  | 32997 | 0 | 0 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 3263687 | 50420 | SH |  | SOLE |  | 50420 | 0 | 0 |
| MONDELEZ INTERNATIONAL INC-A | CL A | 609207105 |  | 4219786 | 67549 | SH |  | SOLE |  | 67549 | 0 | 0 |
| CDW CORP/DE | COM | 12514G108 |  | 1587862 | 9969 | SH |  | SOLE |  | 9969 | 0 | 0 |
| HOLOGIC INC | COM | 436440101 |  | 2736382 | 40545 | SH |  | SOLE |  | 40545 | 0 | 0 |
| REGENCY CENTERS CORP | COM | 758849103 |  | 1348431 | 18497 | SH |  | SOLE |  | 18497 | 0 | 0 |
| DATADOG INC - CLASS A | CL A COM | 23804L103 |  | 4737221 | 33267 | SH |  | SOLE |  | 33267 | 0 | 0 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 8687482 | 64861 | SH |  | SOLE |  | 64861 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 75498304 | 296502 | SH |  | SOLE |  | 296502 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 2895912 | 675 | SH |  | SOLE |  | 675 | 0 | 0 |
| CENCORA INC | COM | 03073E105 |  | 3909125 | 12508 | SH |  | SOLE |  | 12508 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 1976789 | 5282 | SH |  | SOLE |  | 5282 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 3527462 | 26344 | SH |  | SOLE |  | 26344 | 0 | 0 |
| WELLS FARGO  CO | COM | 949746101 |  | 3469645 | 41394 | SH |  | SOLE |  | 41394 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 3527269 | 14356 | SH |  | SOLE |  | 14356 | 0 | 0 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 2863880 | 36825 | SH |  | SOLE |  | 36825 | 0 | 0 |
| NASDAQ OMX GROUP/THE | COM | 631103108 |  | 2679593 | 30295 | SH |  | SOLE |  | 30295 | 0 | 0 |
| HUMANA INC | COM | 444859102 |  | 644181 | 2476 | SH |  | SOLE |  | 2476 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC-A | CL A | 69608A108 |  | 8141222 | 44629 | SH |  | SOLE |  | 44629 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 4362244 | 13732 | SH |  | SOLE |  | 13732 | 0 | 0 |
| TEXAS INSTRUMENTS INC | COM | 882508104 |  | 5090975 | 27709 | SH |  | SOLE |  | 27709 | 0 | 0 |
| NXP SEMICONDUCTORS NV | COM | N6596X109 |  | 1029795 | 4522 | SH |  | SOLE |  | 4522 | 0 | 0 |
| STATE STREET CORP | COM | 857477103 |  | 2026115 | 17465 | SH |  | SOLE |  | 17465 | 0 | 0 |
| METLIFE INC | COM | 59156R108 |  | 3573540 | 43384 | SH |  | SOLE |  | 43384 | 0 | 0 |
| OWENS CORNING | COM | 690742101 |  | 2275526 | 16086 | SH |  | SOLE |  | 16086 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 5810648 | 6314 | SH |  | SOLE |  | 6314 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 8500016 | 83744 | SH |  | SOLE |  | 83744 | 0 | 0 |
| RESMED INC | COM | 761152107 |  | 2409098 | 8801 | SH |  | SOLE |  | 8801 | 0 | 0 |
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 |  | 27604688 | 113343 | SH |  | SOLE |  | 113343 | 0 | 0 |
| CISCO SYSTEMS INC | COM | 17275R102 |  | 5462790 | 79842 | SH |  | SOLE |  | 79842 | 0 | 0 |
| AMENTUM HOLDINGS INC | COM | 023939101 |  | 19232 | 803 | SH |  | SOLE |  | 803 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 10212814 | 25205 | SH |  | SOLE |  | 25205 | 0 | 0 |
| STRYKER CORP | COM | 863667101 |  | 3067152 | 8297 | SH |  | SOLE |  | 8297 | 0 | 0 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 1588021 | 3726 | SH |  | SOLE |  | 3726 | 0 | 0 |
| DECKERS OUTDOOR CORP | COM | 243537107 |  | 1868553 | 18433 | SH |  | SOLE |  | 18433 | 0 | 0 |
| TRONOX HOLDINGS PLC | SHS | G9087Q102 |  | 223838 | 55681 | SH |  | SOLE |  | 55681 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 5917751 | 17138 | SH |  | SOLE |  | 17138 | 0 | 0 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 1863659 | 12436 | SH |  | SOLE |  | 12436 | 0 | 0 |
| ARISTA NETWORKS INC | COM | 040413205 |  | 3272209 | 22457 | SH |  | SOLE |  | 22457 | 0 | 0 |
| COLGATE-PALMOLIVE CO | COM | 194162103 |  | 2155422 | 26963 | SH |  | SOLE |  | 26963 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 4099742 | 145175 | SH |  | SOLE |  | 145175 | 0 | 0 |
| WORKDAY INC-CLASS A | CL A | 98138H101 |  | 3246244 | 13485 | SH |  | SOLE |  | 13485 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 7348239 | 26128 | SH |  | SOLE |  | 26128 | 0 | 0 |
| REPUBLIC SERVICES INC | COM | 760759100 |  | 3374044 | 14703 | SH |  | SOLE |  | 14703 | 0 | 0 |
| INTUIT INC | COM | 461202103 |  | 2388819 | 3498 | SH |  | SOLE |  | 3498 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 5539278 | 27204 | SH |  | SOLE |  | 27204 | 0 | 0 |
| MARRIOTT INTERNATIONAL -CL A | CL A | 571903202 |  | 2143421 | 8230 | SH |  | SOLE |  | 8230 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 4312104 | 20089 | SH |  | SOLE |  | 20089 | 0 | 0 |
| PROCTER  GAMBLE CO/THE | COM | 742718109 |  | 6274605 | 40837 | SH |  | SOLE |  | 40837 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 1803327 | 7170 | SH |  | SOLE |  | 7170 | 0 | 0 |
| COCA-COLA CO/THE | COM | 191216100 |  | 5109359 | 77041 | SH |  | SOLE |  | 77041 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 6414407 | 14027 | SH |  | SOLE |  | 14027 | 0 | 0 |
| WABTEC CORP | COM | 929740108 |  | 1795409 | 8956 | SH |  | SOLE |  | 8956 | 0 | 0 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 1828234 | 19996 | SH |  | SOLE |  | 19996 | 0 | 0 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 |  | 3489349 | 26159 | SH |  | SOLE |  | 26159 | 0 | 0 |

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