ALPHABET INC CAP STK CL A 02079K305 34432434 119740 SH SOLE 119740 0 0 ALPHABET INC CAP STK CL C 02079K107 10134477 35329 SH SOLE 35329 0 0 AMAZON COM INC COM 023135106 10071729 48359 SH SOLE 48359 0 0 APPLE INC COM 037833100 21407187 84350 SH SOLE 84350 0 0 ARM HOLDINGS PLC SPONSORED ADS 042068205 1314321 8688 SH SOLE 8688 0 0 AUTODESK INC COM 052769106 5815026 24290 SH SOLE 24290 0 0 BROADCOM INC COM 11135F101 7486737 24189 SH SOLE 24189 0 0 DEERE & CO COM 244199105 5678064 10080 SH SOLE 10080 0 0 ECOLAB INC COM 278865100 3710979 13950 SH SOLE 13950 0 0 ELI LILLY & CO COM 532457108 7394031 8039 SH SOLE 8039 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 2079716 33949 SH SOLE 33949 0 0 FORTINET INC COM 34959E109 2574262 31501 SH SOLE 31501 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 2046855 12656 SH SOLE 12656 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 1714883 3720 SH SOLE 3720 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 8712526 30855 SH SOLE 30855 0 0 KLA CORP COM NEW 482480100 3968145 2695 SH SOLE 2695 0 0 MICRON TECHNOLOGY INC COM 595112103 3282791 9717 SH SOLE 9717 0 0 MICROSOFT CORP COM 594918104 28585268 77222 SH SOLE 77222 0 0 NEXTERA ENERGY INC COM 65339F101 7672167 82603 SH SOLE 82603 0 0 NVIDIA CORPORATION COM 67066G104 11562720 66300 SH SOLE 66300 0 0 PROLOGIS INC. COM 74340W103 13006512 98400 SH SOLE 98400 0 0 PTC INC COM 69370C100 1059413 7435 SH SOLE 7435 0 0 ROCKWELL AUTOMATION INC COM 773903109 7662088 21350 SH SOLE 21350 0 0 SERVICENOW INC COM 81762P102 6677295 63867 SH SOLE 63867 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4039628 30396 SH SOLE 30396 0 0 TESLA INC COM 88160R101 426397 1147 SH SOLE 1147 0 0 TEXAS INSTRS INC COM 882508104 6245484 32170 SH SOLE 32170 0 0 COCA COLA CO COM 191216100 6569960 86390 SH SOLE 86390 0 0 PROCTER AND GAMBLE CO COM 742718109 7572989 52430 SH SOLE 52430 0 0 SHERWIN WILLIAMS CO COM 824348106 4859538 15160 SH SOLE 15160 0 0 DISNEY WALT CO COM 254687106 10195076 105780 SH SOLE 105780 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 6667604 13565 SH SOLE 13565 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4238309 92358 SH SOLE 92358 0 0 VISA INC COM CL A 92826C839 10329354 34176 SH SOLE 34176 0 0 WALMART INC COM 931142103 11939952 96073 SH SOLE 96073 0 0