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427866108 4928032 23705 SH SOLE 23705 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 4034938 169464 SH SOLE 169464 0 0 HIGHWOODS PPTYS INC COM 431284108 500651 23384 SH SOLE 23384 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 11671807 38384 SH SOLE 38384 0 0 HOLOGIC INC COM 436440101 2056728 27209 SH SOLE 27209 0 0 HOME DEPOT INC COM 437076102 127912885 388923 SH SOLE 388923 0 0 HONEYWELL INTL INC COM 438516106 74619284 330130 SH SOLE 330130 0 0 HORMEL FOODS CORP COM 440452100 2165499 95607 SH SOLE 95607 0 0 HOST HOTELS & RESORTS INC COM 44107P104 3306844 172591 SH SOLE 172591 0 0 HOWMET AEROSPACE INC COM 443201108 15306923 66419 SH SOLE 66419 0 0 H WORLD GROUP LTD SPONSORED ADS 44332N106 531364 10566 SH SOLE 10566 0 0 HUBBELL INC COM 443510607 3650124 7438 SH SOLE 7438 0 0 HUBSPOT INC COM 443573100 1223185 5011 SH SOLE 5011 0 0 HUDSON PACIFIC PROPERTIES IN COM 444097406 60808 10289 SH SOLE 10289 0 0 HUMANA INC COM 444859102 2794700 16118 SH SOLE 16118 0 0 HUNT J B TRANS SVCS INC COM 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120804 SH SOLE 120804 0 0 MCCORMICK & CO INC COM NON VTG 579780206 1958585 38830 SH SOLE 38830 0 0 MCDONALDS CORP COM 580135101 115483970 371582 SH SOLE 371582 0 0 MCKESSON CORP COM 58155Q103 14983708 17315 SH SOLE 17315 0 0 MEDICAL PROPERTIES TRUST INC COM 58463J304 500475 108094 SH SOLE 108094 0 0 MERCADOLIBRE INC COM 58733R102 8634726 4994 SH SOLE 4994 0 0 MERCK & CO INC COM 58933Y105 83181257 691506 SH SOLE 691506 0 0 METLIFE INC COM 59156R108 5525849 78137 SH SOLE 78137 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 3421636 2713 SH SOLE 2713 0 0 MICROSOFT CORP COM 594918104 511455745 1381678 SH SOLE 1381678 0 0 STRATEGY INC CL A NEW 594972408 7595453 60861 SH SOLE 60861 0 0 MICROCHIP TECHNOLOGY INC. 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INC NEW COM 867892101 358102 39745 SH SOLE 39745 0 0 SUPER MICRO COMPUTER INC COM NEW 86800U302 1433098 62938 SH SOLE 62938 0 0 SYNOPSYS INC COM 871607107 21561772 54383 SH SOLE 54383 0 0 SYNCHRONY FINANCIAL COM 87165B103 3392974 49882 SH SOLE 49882 0 0 SYSCO CORP COM 871829107 5174564 72544 SH SOLE 72544 0 0 TJX COS INC NEW COM 872540109 38920168 243708 SH SOLE 243708 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 16034401 79516 SH SOLE 79516 0 0 T-MOBILE US INC COM 872590104 15642404 74477 SH SOLE 74477 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4480090 22684 SH SOLE 22684 0 0 TAL ED GROUP SPONSORED ADS 874080104 275723 24250 SH SOLE 24250 0 0 TANGER INC COM 875465106 984876 28984 SH SOLE 28984 0 0 TAPESTRY INC COM 876030107 3885605 27536 SH SOLE 27536 0 0 TARGET CORP COM 87612E106 9730542 80285 SH SOLE 80285 0 0 TARGA RES CORP COM 87612G101 6977314 27828 SH SOLE 27828 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 13384031 22122 SH SOLE 22122 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 384415 41424 SH SOLE 41424 0 0 TERADATA CORP DEL COM 88076W103 264707 10328 SH SOLE 10328 0 0 TERADYNE INC COM 880770102 6832810 23048 SH SOLE 23048 0 0 TERRENO RLTY CORP COM 88146M101 1566517 25505 SH SOLE 25505 0 0 TESLA INC COM 88160R101 147919697 397901 SH SOLE 397901 0 0 TETRA TECH INC NEW COM 88162G103 319182 10597 SH SOLE 10597 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 3526359 117077 SH SOLE 117077 0 0 TEXAS INSTRS INC COM 882508104 25062697 129096 SH SOLE 129096 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 3671671 7737 SH SOLE 7737 0 0 TEXTRON INC COM 883203101 2246877 25661 SH SOLE 25661 0 0 THE TRADE DESK INC COM CL A 88339J105 1293148 56992 SH SOLE 56992 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 26482653 53878 SH SOLE 53878 0 0 3M CO COM 88579Y101 46072765 317240 SH SOLE 317240 0 0 TOAST INC CL A 888787108 1326348 50032 SH SOLE 50032 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 2809937 30114 SH SOLE 30114 0 0 TRACTOR SUPPLY CO COM 892356106 3150207 69541 SH SOLE 69541 0 0 TRADEWEB MKTS INC CL A 892672106 17519221 148897 SH SOLE 148897 0 0 TRANSDIGM GROUP INC COM 893641100 9036411 7797 SH SOLE 7797 0 0 TRANSUNION COM 89400J107 1335436 19301 SH SOLE 19301 0 0 TRAVELERS COMPANIES INC COM 89417E109 82262802 282031 SH SOLE 282031 0 0 TRIMBLE INC COM 896239100 8475399 129931 SH SOLE 129931 0 0 TRUIST FINL CORP COM 89832Q109 9938668 216199 SH SOLE 216199 0 0 VNET GROUP INC SPONSORED ADS A 90138A103 133317 15890 SH SOLE 15890 0 0 TWILIO INC CL A 90138F102 1919762 15258 SH SOLE 15258 0 0 TYLER TECHNOLOGIES INC COM 902252105 3818222 11152 SH SOLE 11152 0 0 TYSON FOODS INC CL A 902494103 2773142 43283 SH SOLE 43283 0 0 UDR INC COM 902653104 3670231 108651 SH SOLE 108651 0 0 US BANCORP COM NEW 902973304 13202686 253849 SH SOLE 253849 0 0 UMH PPTYS INC COM 903002103 254776 17656 SH SOLE 17656 0 0 UBER TECHNOLOGIES INC COM 90353T100 21020248 292232 SH SOLE 292232 0 0 ULTA BEAUTY INC COM 90384S303 3304050 6321 SH SOLE 6321 0 0 UNION PAC CORP COM 907818108 20599166 84903 SH SOLE 84903 0 0 UNITED AIRLS HLDGS INC COM 910047109 1644462 17861 SH SOLE 17861 0 0 UNITED PARCEL SVCS INC CL B 911312106 10782645 109602 SH SOLE 109602 0 0 UNITED RENTALS INC COM 911363109 6087847 8356 SH SOLE 8356 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 2782262 4692 SH SOLE 4692 0 0 UNITEDHEALTH GROUP INC COM 91324P102 100820752 372596 SH SOLE 372596 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 1373058 7672 SH SOLE 7672 0 0 URBAN EDGE PPTYS COM 91704F104 656803 32873 SH SOLE 32873 0 0 VALERO ENERGY CORP COM 91913Y100 11245352 45513 SH SOLE 45513 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 27902711 378907 SH SOLE 378907 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 42094021 640798 SH SOLE 640798 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 48432046 1007951 SH SOLE 1007951 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 8681032 12442 SH SOLE 12442 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2231034 50192 SH SOLE 50192 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 864223 6248 SH SOLE 6248 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 17647379 326501 SH SOLE 326501 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 97878371 1187412 SH SOLE 1187412 0 0 VEEVA SYS INC CL A COM 922475108 2709731 15426 SH SOLE 15426 0 0 VENTAS INC COM 92276F100 14523228 177589 SH SOLE 177589 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4929788 8250 SH SOLE 8250 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 261754 2951 SH SOLE 2951 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 103134855 236120 SH SOLE 236120 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 102727377 523585 SH SOLE 523585 0 0 VERALTO CORP COM SHS 92338C103 10481042 118537 SH SOLE 118537 0 0 VERISIGN INC COM 92343E102 3177021 12792 SH SOLE 12792 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 43572947 867987 SH SOLE 867987 0 0 VERISK ANALYTICS INC COM 92345Y106 3527453 18590 SH SOLE 18590 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 28499076 63822 SH SOLE 63822 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 30958407 123547 SH SOLE 123547 0 0 VIATRIS INC COM 92556V106 460826 34110 SH SOLE 34110 0 0 VICI PPTYS INC COM 925652109 11175847 409072 SH SOLE 409072 0 0 VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 246773 15698 SH SOLE 15698 0 0 VISA INC COM CL A 92826C839 148860152 492523 SH SOLE 492523 0 0 VISTRA CORP COM 92840M102 6646390 44212 SH SOLE 44212 0 0 VORNADO RLTY TR SH BEN INT 929042109 961760 37005 SH SOLE 37005 0 0 VULCAN MATLS CO COM 929160109 6250919 22956 SH SOLE 22956 0 0 WP CAREY INC COM 92936U109 5034001 74073 SH SOLE 74073 0 0 WEC ENERGY GROUP INC COM 92939U106 7163848 61880 SH SOLE 61880 0 0 WABTEC COM 929740108 5634721 22547 SH SOLE 22547 0 0 WALMART INC COM 931142103 109052344 877473 SH SOLE 877473 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 8319529 302969 SH SOLE 302969 0 0 WASTE CONNECTIONS INC COM 94106B101 4925018 30319 SH SOLE 30319 0 0 WASTE MGMT INC DEL COM 94106L109 20225886 88019 SH SOLE 88019 0 0 WATERS CORP COM 941848103 4089390 13732 SH SOLE 13732 0 0 WATSCO INC COM 942622200 10863133 29861 SH SOLE 29861 0 0 WELLS FARGO & CO COM 949746101 35913743 451121 SH SOLE 451121 0 0 WELLTOWER INC COM 95040Q104 54505681 275685 SH SOLE 275685 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 2079059 8295 SH SOLE 8295 0 0 WESTERN DIGITAL CORP COM 958102105 23614859 87304 SH SOLE 87304 0 0 WEYERHAEUSER CO COM NEW 962166104 2142633 87705 SH SOLE 87705 0 0 WHITESTONE REIT COM 966084204 194898 12068 SH SOLE 12068 0 0 WILLIAMS COS INC COM 969457100 38883734 534264 SH SOLE 534264 0 0 WILLIAMS SONOMA INC COM 969904101 2737503 15014 SH SOLE 15014 0 0 WORKDAY INC CL A 98138H101 3786518 29145 SH SOLE 29145 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E303 148629342 1603510 SH SOLE 1603510 0 0 WYNN RESORTS LTD COM 983134107 251946 2481 SH SOLE 2481 0 0 XCEL ENERGY INC COM 98389B100 6866317 86434 SH SOLE 86434 0 0 XENIA HOTELS & RESORTS INC COM 984017103 331243 22336 SH SOLE 22336 0 0 XYLEM INC COM 98419M100 3595755 30090 SH SOLE 30090 0 0 YUM BRANDS INC COM 988498101 6051126 38919 SH SOLE 38919 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1388291 6640 SH SOLE 6640 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 662659 16014 SH SOLE 16014 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 2215833 24506 SH SOLE 24506 0 0 ZOETIS INC CL A 98978V103 6785727 57404 SH SOLE 57404 0 0 ZSCALER INC COM 98980G102 1456631 10383 SH SOLE 10383 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 2122135 26398 SH SOLE 26398 0 0