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    <titleOfClass>COM</titleOfClass>
    <cusip>05464C101</cusip>
    <value>4098</value>
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      <sshPrnamt>9649</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Baker Hughes Co</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>05722G100</cusip>
    <value>11203</value>
    <shrsOrPrnAmt>
      <sshPrnamt>183502</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Banco Bradesco SA</nameOfIssuer>
    <titleOfClass>SP ADR PFD NEW</titleOfClass>
    <cusip>059460303</cusip>
    <value>496</value>
    <shrsOrPrnAmt>
      <sshPrnamt>135946</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Bank of America Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>060505104</cusip>
    <value>26923</value>
    <shrsOrPrnAmt>
      <sshPrnamt>552268</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Bank of New York Mellon Corp/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>064058100</cusip>
    <value>11421</value>
    <shrsOrPrnAmt>
      <sshPrnamt>96274</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Becton Dickinson &amp; Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>075887109</cusip>
    <value>417</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2654</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Berkshire Hathaway Inc</nameOfIssuer>
    <titleOfClass>CL B NEW</titleOfClass>
    <cusip>084670702</cusip>
    <value>9969</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20804</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Best Buy Co Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>086516101</cusip>
    <value>2077</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32351</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>BJ's Wholesale Club Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05550J101</cusip>
    <value>583</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5919</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>BlackRock Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09290D101</cusip>
    <value>13291</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13820</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Booking Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09857L108</cusip>
    <value>31232</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7418</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Booz Allen Hamilton Holding Corp</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>099502106</cusip>
    <value>1356</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17379</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Boston Scientific Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>101137107</cusip>
    <value>10782</value>
    <shrsOrPrnAmt>
      <sshPrnamt>171827</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>BrightSpring Health Services Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>10950A106</cusip>
    <value>9</value>
    <shrsOrPrnAmt>
      <sshPrnamt>218</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Bristol-Myers Squibb Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>110122108</cusip>
    <value>8258</value>
    <shrsOrPrnAmt>
      <sshPrnamt>136154</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Broadcom Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>11135F101</cusip>
    <value>165060</value>
    <shrsOrPrnAmt>
      <sshPrnamt>533295</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Broadridge Financial Solutions Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>11133T103</cusip>
    <value>1082</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6662</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Brown-Forman Corp</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>115637209</cusip>
    <value>1250</value>
    <shrsOrPrnAmt>
      <sshPrnamt>47285</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cadence Design Systems Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>127387108</cusip>
    <value>9702</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34917</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>California Resources Corp</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>13057Q305</cusip>
    <value>473</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6840</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Cameco Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>13321L108</cusip>
    <value>52538</value>
    <shrsOrPrnAmt>
      <sshPrnamt>483733</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Cardinal Health Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14149Y108</cusip>
    <value>4164</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19704</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Carnival Corp</nameOfIssuer>
    <titleOfClass>UNIT 99/99/9999</titleOfClass>
    <cusip>143658300</cusip>
    <value>45</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1722</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Carrier Global Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14448C104</cusip>
    <value>31308</value>
    <shrsOrPrnAmt>
      <sshPrnamt>555998</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Caterpillar Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>149123101</cusip>
    <value>24688</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34847</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cboe Global Markets Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12503M108</cusip>
    <value>2283</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8123</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CF Industries Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>125269100</cusip>
    <value>3270</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25183</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CH Robinson Worldwide Inc</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>12541W209</cusip>
    <value>2411</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14520</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Charles Schwab Corp/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>808513105</cusip>
    <value>10306</value>
    <shrsOrPrnAmt>
      <sshPrnamt>109663</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Charter Communications Inc</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>16119P108</cusip>
    <value>3281</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15198</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cheniere Energy Inc</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>16411R208</cusip>
    <value>388</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1367</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chevron Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>166764100</cusip>
    <value>28238</value>
    <shrsOrPrnAmt>
      <sshPrnamt>136479</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chipotle Mexican Grill Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>169656105</cusip>
    <value>33762</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1054744</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ciena Corp</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>171779309</cusip>
    <value>3900</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10046</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cigna Group/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>125523100</cusip>
    <value>641</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2404</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cincinnati Financial Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>172062101</cusip>
    <value>1138</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7234</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cintas Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>172908105</cusip>
    <value>9036</value>
    <shrsOrPrnAmt>
      <sshPrnamt>53424</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cisco Systems Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17275R102</cusip>
    <value>37080</value>
    <shrsOrPrnAmt>
      <sshPrnamt>477900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Citigroup Inc</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>172967424</cusip>
    <value>190</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1678</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Citizens Financial Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>174610105</cusip>
    <value>2753</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45904</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Clorox Co/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>189054109</cusip>
    <value>2327</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22453</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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      <None>0</None>
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      <Shared>0</Shared>
      <None>0</None>
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    <value>102651</value>
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      <None>0</None>
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    <nameOfIssuer>Coca-Cola Co/The</nameOfIssuer>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <cusip>G25839104</cusip>
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      <sshPrnamt>54995</sshPrnamt>
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    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Cognizant Technology Solutions Corp</nameOfIssuer>
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    <cusip>192446102</cusip>
    <value>6571</value>
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      <sshPrnamt>107102</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <None>0</None>
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    <nameOfIssuer>Colgate-Palmolive Co</nameOfIssuer>
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    <cusip>194162103</cusip>
    <value>5343</value>
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      <sshPrnamt>62693</sshPrnamt>
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    <nameOfIssuer>Comcast Corp</nameOfIssuer>
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    <nameOfIssuer>Comfort Systems USA Inc</nameOfIssuer>
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    <value>3785</value>
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      <None>0</None>
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    <value>18</value>
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    <value>805</value>
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    <value>2929</value>
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      <None>0</None>
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    <nameOfIssuer>Constellation Brands Inc</nameOfIssuer>
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    <cusip>21036P108</cusip>
    <value>4244</value>
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    <votingAuthority>
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    <nameOfIssuer>Constellation Energy Corp</nameOfIssuer>
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    <value>16727</value>
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    <nameOfIssuer>Copart Inc</nameOfIssuer>
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    <value>3857</value>
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    <nameOfIssuer>Corteva Inc</nameOfIssuer>
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    <value>3387</value>
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    <votingAuthority>
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    <nameOfIssuer>CoStar Group Inc</nameOfIssuer>
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    <value>2033</value>
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    <votingAuthority>
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    <nameOfIssuer>Costco Wholesale Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22160K105</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <nameOfIssuer>Crowdstrike Holdings Inc</nameOfIssuer>
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    <value>18282</value>
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    <nameOfIssuer>Cummins Inc</nameOfIssuer>
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    <nameOfIssuer>Curtiss-Wright Corp</nameOfIssuer>
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    <value>7520</value>
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    <nameOfIssuer>Danaher Corp</nameOfIssuer>
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    <value>5482</value>
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    <value>11160</value>
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    <nameOfIssuer>Deckers Outdoor Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>1961</value>
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    <value>397</value>
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      <sshPrnamt>2418</sshPrnamt>
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    <value>13228</value>
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    <nameOfIssuer>Dexcom Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <sshPrnamt>55245</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    </votingAuthority>
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    <nameOfIssuer>Diamondback Energy Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25278X109</cusip>
    <value>6698</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33862</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    </votingAuthority>
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    <nameOfIssuer>Digital Realty Trust Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>253868103</cusip>
    <value>3560</value>
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      <sshPrnamt>19757</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Disc Medicine Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>254604101</cusip>
    <value>4236</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66243</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    </votingAuthority>
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    <nameOfIssuer>DocuSign Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256163106</cusip>
    <value>562</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11860</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Dollar General Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256677105</cusip>
    <value>3506</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29526</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Dollar Tree Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256746108</cusip>
    <value>1792</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16364</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    </votingAuthority>
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    <titleOfClass>COM</titleOfClass>
    <cusip>25754A201</cusip>
    <value>3068</value>
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      <sshPrnamt>8550</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    </votingAuthority>
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    <nameOfIssuer>DoorDash Inc</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>25809K105</cusip>
    <value>11975</value>
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      <sshPrnamt>79751</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <titleOfClass>COM NEW</titleOfClass>
    <cusip>26441C204</cusip>
    <value>19353</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>0</Sole>
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    <nameOfIssuer>DuPont de Nemours Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26614N102</cusip>
    <value>228</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4970</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    </votingAuthority>
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    <titleOfClass>COM</titleOfClass>
    <cusip>278642103</cusip>
    <value>2971</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32636</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Ecolab Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>278865100</cusip>
    <value>3504</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13171</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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    <nameOfIssuer>Edison International</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>281020107</cusip>
    <value>2216</value>
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      <sshPrnamt>30288</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Edwards Lifesciences Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>28176E108</cusip>
    <value>574</value>
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      <sshPrnamt>7174</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Electronic Arts Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>285512109</cusip>
    <value>12094</value>
    <shrsOrPrnAmt>
      <sshPrnamt>59321</sshPrnamt>
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    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Eli Lilly &amp; Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>532457108</cusip>
    <value>24515</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26653</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>EMCOR Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29084Q100</cusip>
    <value>2969</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4022</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>Emerson Electric Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>291011104</cusip>
    <value>562</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4293</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Encompass Health Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29261A100</cusip>
    <value>6289</value>
    <shrsOrPrnAmt>
      <sshPrnamt>65021</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Entergy Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29364G103</cusip>
    <value>14627</value>
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      <sshPrnamt>130180</sshPrnamt>
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    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Enterprise Products Partners LP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>293792107</cusip>
    <value>21511</value>
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      <sshPrnamt>568476</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>EPAM Systems Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29414B104</cusip>
    <value>256</value>
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      <sshPrnamt>1889</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>EQT Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26884L109</cusip>
    <value>2</value>
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      <sshPrnamt>25</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Equity LifeStyle Properties Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29472R108</cusip>
    <value>541</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8670</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Estee Lauder Cos Inc/The</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>518439104</cusip>
    <value>1096</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15277</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Eversource Energy</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30040W108</cusip>
    <value>1903</value>
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      <sshPrnamt>27472</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Exelon Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30161N101</cusip>
    <value>6019</value>
    <shrsOrPrnAmt>
      <sshPrnamt>122791</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Expedia Group Inc</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>30212P303</cusip>
    <value>5386</value>
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      <sshPrnamt>23328</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>Expeditors International of Washington Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>302130109</cusip>
    <value>2057</value>
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      <sshPrnamt>14359</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>Exxon Mobil Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
    <value>23655</value>
    <shrsOrPrnAmt>
      <sshPrnamt>139425</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>F5 Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>315616102</cusip>
    <value>6469</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22357</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Fastenal Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>311900104</cusip>
    <value>8625</value>
    <shrsOrPrnAmt>
      <sshPrnamt>185891</sshPrnamt>
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    <votingAuthority>
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    <nameOfIssuer>FedEx Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31428X106</cusip>
    <value>686</value>
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      <sshPrnamt>1925</sshPrnamt>
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    <titleOfClass>COMMON STOCK NEW</titleOfClass>
    <cusip>31488V107</cusip>
    <value>1813</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>336433107</cusip>
    <value>2921</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14806</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    <nameOfIssuer>FirstEnergy Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>337932107</cusip>
    <value>2370</value>
    <shrsOrPrnAmt>
      <sshPrnamt>46783</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    <titleOfClass>COM</titleOfClass>
    <cusip>345370860</cusip>
    <value>138</value>
    <shrsOrPrnAmt>
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    <titleOfClass>COM</titleOfClass>
    <cusip>34959E109</cusip>
    <value>7257</value>
    <shrsOrPrnAmt>
      <sshPrnamt>88800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Fox Corp</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>35137L105</cusip>
    <value>2681</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45907</sshPrnamt>
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    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Fox Corp</nameOfIssuer>
    <titleOfClass>CL B COM</titleOfClass>
    <cusip>35137L204</cusip>
    <value>965</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18178</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <nameOfIssuer>Franklin Resources Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>354613101</cusip>
    <value>391</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16537</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Freeport-McMoRan Inc</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>35671D857</cusip>
    <value>15742</value>
    <shrsOrPrnAmt>
      <sshPrnamt>267817</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Futu Holdings Ltd</nameOfIssuer>
    <titleOfClass>SPON ADS CL A</titleOfClass>
    <cusip>36118L106</cusip>
    <value>412</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3013</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Gaming and Leisure Properties Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>36467J108</cusip>
    <value>484</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10898</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <nameOfIssuer>GE HealthCare Technologies Inc</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>36266G107</cusip>
    <value>3893</value>
    <shrsOrPrnAmt>
      <sshPrnamt>54693</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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    <nameOfIssuer>GE Vernova Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>36828A101</cusip>
    <value>38401</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43993</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>General Dynamics Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>369550108</cusip>
    <value>571</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1663</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>General Electric Co</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>369604301</cusip>
    <value>65390</value>
    <shrsOrPrnAmt>
      <sshPrnamt>230433</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>General Mills Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>370334104</cusip>
    <value>108</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2899</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>General Motors Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>37045V100</cusip>
    <value>6554</value>
    <shrsOrPrnAmt>
      <sshPrnamt>87977</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Gilead Sciences Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>375558103</cusip>
    <value>31186</value>
    <shrsOrPrnAmt>
      <sshPrnamt>223763</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GoDaddy Inc</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>380237107</cusip>
    <value>2158</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26102</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Goldman Sachs Group Inc/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38141G104</cusip>
    <value>16323</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19295</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <sshPrnamt>142077</sshPrnamt>
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    <cusip>52490G102</cusip>
    <value>4171</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>58155Q103</cusip>
    <value>5533</value>
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      <sshPrnamt>6394</sshPrnamt>
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    <value>11009</value>
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    <nameOfIssuer>Merck &amp; Co Inc</nameOfIssuer>
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    <nameOfIssuer>Meritage Homes Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>59001A102</cusip>
    <value>6650</value>
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    <nameOfIssuer>Meta Platforms Inc</nameOfIssuer>
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      <sshPrnamt>282888</sshPrnamt>
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    <titleOfClass>COM</titleOfClass>
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    <value>260</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>Phillips 66</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>718546104</cusip>
    <value>6225</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34170</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PINTEREST INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>72352L106</cusip>
    <value>824</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44915</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PNC Financial Services Group Inc/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>693475105</cusip>
    <value>1282</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6163</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PPG Industries Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>693506107</cusip>
    <value>1236</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11564</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Procter &amp; Gamble Co/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>742718109</cusip>
    <value>5000</value>
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      <sshPrnamt>34613</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Progressive Corp/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>743315103</cusip>
    <value>9069</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45747</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Prologis Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74340W103</cusip>
    <value>23919</value>
    <shrsOrPrnAmt>
      <sshPrnamt>180955</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Prudential Financial Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>744320102</cusip>
    <value>1306</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13373</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PTC Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>69370C100</cusip>
    <value>1285</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9018</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Public Service Enterprise Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>744573106</cusip>
    <value>2040</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25199</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>QUALCOMM Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747525103</cusip>
    <value>16492</value>
    <shrsOrPrnAmt>
      <sshPrnamt>128064</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Quest Diagnostics Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74834L100</cusip>
    <value>2155</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10997</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Ralph Lauren Corp</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>751212101</cusip>
    <value>7786</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22634</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Realty Income Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>756109104</cusip>
    <value>3688</value>
    <shrsOrPrnAmt>
      <sshPrnamt>60288</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <titleOfClass>COM</titleOfClass>
    <cusip>75886F107</cusip>
    <value>15952</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20646</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Regions Financial Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>7591EP100</cusip>
    <value>2191</value>
    <shrsOrPrnAmt>
      <sshPrnamt>83890</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Republic Services Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>760759100</cusip>
    <value>21727</value>
    <shrsOrPrnAmt>
      <sshPrnamt>99200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ResMed Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>761152107</cusip>
    <value>2724</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12135</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Robinhood Markets Inc</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>770700102</cusip>
    <value>207</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2980</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Rockwell Automation Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>773903109</cusip>
    <value>3193</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8897</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Rollins Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>775711104</cusip>
    <value>1365</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25554</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Roper Technologies Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>776696106</cusip>
    <value>4371</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12351</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Ross Stores Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>778296103</cusip>
    <value>13760</value>
    <shrsOrPrnAmt>
      <sshPrnamt>63520</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>RTX Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75513E101</cusip>
    <value>8499</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44057</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>S&amp;P Global Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78409V104</cusip>
    <value>27248</value>
    <shrsOrPrnAmt>
      <sshPrnamt>64062</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <titleOfClass>COM</titleOfClass>
    <cusip>79466L302</cusip>
    <value>7051</value>
    <shrsOrPrnAmt>
      <sshPrnamt>37775</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Samsara Inc</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>79589L106</cusip>
    <value>6280</value>
    <shrsOrPrnAmt>
      <sshPrnamt>198170</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Sandisk Corp/DE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>80004C200</cusip>
    <value>16106</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25350</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SBA Communications Corp</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>78410G104</cusip>
    <value>968</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5627</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Scholar Rock Holding Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>80706P103</cusip>
    <value>6057</value>
    <shrsOrPrnAmt>
      <sshPrnamt>123212</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Sea Ltd</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>81141R100</cusip>
    <value>224</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2702</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Seagate Technology Holdings PLC</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G7997R103</cusip>
    <value>28175</value>
    <shrsOrPrnAmt>
      <sshPrnamt>71918</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ServiceNow Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81762P102</cusip>
    <value>10517</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100594</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Sherwin-Williams Co/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>824348106</cusip>
    <value>21759</value>
    <shrsOrPrnAmt>
      <sshPrnamt>67881</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Shopify Inc</nameOfIssuer>
    <titleOfClass>CL A SUB VTG SHS</titleOfClass>
    <cusip>82509L107</cusip>
    <value>17680</value>
    <shrsOrPrnAmt>
      <sshPrnamt>149046</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Simon Property Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>828806109</cusip>
    <value>3030</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16243</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SLB Ltd</nameOfIssuer>
    <titleOfClass>COM STK</titleOfClass>
    <cusip>806857108</cusip>
    <value>671</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13058</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Snap-on Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>833034101</cusip>
    <value>776</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2137</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Snowflake Inc</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>833445109</cusip>
    <value>5861</value>
    <shrsOrPrnAmt>
      <sshPrnamt>38860</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Southern Co/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>842587107</cusip>
    <value>18030</value>
    <shrsOrPrnAmt>
      <sshPrnamt>186800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Southwest Airlines Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>844741108</cusip>
    <value>579</value>
    <shrsOrPrnAmt>
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    <titleOfClass>COM</titleOfClass>
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    <shrsOrPrnAmt>
      <sshPrnamt>136741</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <shrsOrPrnAmt>
      <sshPrnamt>19865</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>State Street SPDR Bloomberg Short Term High Yield Bond ETF</nameOfIssuer>
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    <cusip>78468R408</cusip>
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      <sshPrnamt>4154736</sshPrnamt>
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    <votingAuthority>
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    <cusip>78468R606</cusip>
    <value>6492</value>
    <shrsOrPrnAmt>
      <sshPrnamt>278400</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <nameOfIssuer>State Street SPDR S&amp;P 500 ETF Trust</nameOfIssuer>
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    <value>29501</value>
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      <sshPrnamt>45363</sshPrnamt>
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    <nameOfIssuer>Strategy Inc</nameOfIssuer>
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    <value>4706</value>
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      <sshPrnamt>37708</sshPrnamt>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>863667101</cusip>
    <value>2080</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6329</sshPrnamt>
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      <None>0</None>
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    <nameOfIssuer>Sun Communities Inc</nameOfIssuer>
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    <cusip>866674104</cusip>
    <value>558</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4433</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>Sunococorp LLC</nameOfIssuer>
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    <cusip>86765Q106</cusip>
    <value>37661</value>
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      <sshPrnamt>610881</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>Synchrony Financial</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87165B103</cusip>
    <value>2948</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43338</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Synopsys Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871607107</cusip>
    <value>9280</value>
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      <sshPrnamt>23405</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>T Rowe Price Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74144T108</cusip>
    <value>2011</value>
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      <sshPrnamt>22311</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>Taiwan Semiconductor Manufacturing Co Ltd</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874039100</cusip>
    <value>80013</value>
    <shrsOrPrnAmt>
      <sshPrnamt>236760</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Take-Two Interactive Software Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>874054109</cusip>
    <value>4391</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>TAL Education Group</nameOfIssuer>
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    <cusip>874080104</cusip>
    <value>6</value>
    <shrsOrPrnAmt>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Tapestry Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>876030107</cusip>
    <value>3908</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <cusip>88034P109</cusip>
    <value>171</value>
    <shrsOrPrnAmt>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <titleOfClass>COM NEW</titleOfClass>
    <cusip>88033G407</cusip>
    <value>11</value>
    <shrsOrPrnAmt>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <titleOfClass>COM</titleOfClass>
    <cusip>880881107</cusip>
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    <shrsOrPrnAmt>
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    <votingAuthority>
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    <nameOfIssuer>Tesla Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88160R101</cusip>
    <value>80741</value>
    <shrsOrPrnAmt>
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      <None>0</None>
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    <cusip>88162G103</cusip>
    <value>11732</value>
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    <cusip>881624209</cusip>
    <value>9007</value>
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    <value>21316</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>883556102</cusip>
    <value>115361</value>
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    <votingAuthority>
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    <titleOfClass>COM</titleOfClass>
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    <value>4805</value>
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    <votingAuthority>
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    <nameOfIssuer>TJX Cos Inc/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872540109</cusip>
    <value>8719</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <titleOfClass>COM</titleOfClass>
    <cusip>872590104</cusip>
    <value>27777</value>
    <shrsOrPrnAmt>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <nameOfIssuer>Toast Inc</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>888787108</cusip>
    <value>403</value>
    <shrsOrPrnAmt>
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    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>TransDigm Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>893641100</cusip>
    <value>33485</value>
    <shrsOrPrnAmt>
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    <votingAuthority>
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    <nameOfIssuer>TransUnion</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89400J107</cusip>
    <value>338</value>
    <shrsOrPrnAmt>
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    <titleOfClass>COM</titleOfClass>
    <cusip>89417E109</cusip>
    <value>4038</value>
    <shrsOrPrnAmt>
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    <votingAuthority>
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    <nameOfIssuer>Tyson Foods Inc</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>902494103</cusip>
    <value>1950</value>
    <shrsOrPrnAmt>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <nameOfIssuer>Uber Technologies Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90353T100</cusip>
    <value>9448</value>
    <shrsOrPrnAmt>
      <sshPrnamt>131352</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>UDR Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>902653104</cusip>
    <value>1131</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33485</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>Ulta Beauty Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90384S303</cusip>
    <value>3550</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6791</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>Union Pacific Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>907818108</cusip>
    <value>53973</value>
    <shrsOrPrnAmt>
      <sshPrnamt>222461</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>United Airlines Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>910047109</cusip>
    <value>1517</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16477</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>United Rentals Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>911363109</cusip>
    <value>7662</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10516</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>UnitedHealth Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91324P102</cusip>
    <value>82731</value>
    <shrsOrPrnAmt>
      <sshPrnamt>305743</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Universal Health Services Inc</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>913903100</cusip>
    <value>1500</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8384</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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    <titleOfClass>COM</titleOfClass>
    <cusip>91913Y100</cusip>
    <value>1284</value>
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      <sshPrnamt>5197</sshPrnamt>
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    <nameOfIssuer>VANGUARD SHORT-TERM CORPORATE BOND ETF</nameOfIssuer>
    <titleOfClass>SHRT TRM CORP BD</titleOfClass>
    <cusip>92206C409</cusip>
    <value>33653</value>
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      <sshPrnamt>424536</sshPrnamt>
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      <None>0</None>
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    <nameOfIssuer>VANGUARD TOTAL STOCK MARKET ETF</nameOfIssuer>
    <titleOfClass>TOTAL STK MKT</titleOfClass>
    <cusip>922908769</cusip>
    <value>11172</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34825</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>Ventas Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92276F100</cusip>
    <value>2335</value>
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      <sshPrnamt>28548</sshPrnamt>
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      <None>0</None>
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    <nameOfIssuer>Veralto Corp</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>92338C103</cusip>
    <value>992</value>
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      <sshPrnamt>11214</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    <nameOfIssuer>VeriSign Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92343E102</cusip>
    <value>2803</value>
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      <sshPrnamt>11286</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    <nameOfIssuer>Verisk Analytics Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92345Y106</cusip>
    <value>5720</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30143</sshPrnamt>
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    <nameOfIssuer>Vertex Pharmaceuticals Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92532F100</cusip>
    <value>13805</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30915</sshPrnamt>
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    <nameOfIssuer>Vertiv Holdings Co</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>92537N108</cusip>
    <value>5539</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22104</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    <nameOfIssuer>VICI Properties Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>925652109</cusip>
    <value>2870</value>
    <shrsOrPrnAmt>
      <sshPrnamt>105060</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>Visa Inc</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>92826C839</cusip>
    <value>93793</value>
    <shrsOrPrnAmt>
      <sshPrnamt>310325</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>Vulcan Materials Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>929160109</cusip>
    <value>174</value>
    <shrsOrPrnAmt>
      <sshPrnamt>638</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>Walmart Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>931142103</cusip>
    <value>96064</value>
    <shrsOrPrnAmt>
      <sshPrnamt>772967</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Warner Bros Discovery Inc</nameOfIssuer>
    <titleOfClass>COM SER A</titleOfClass>
    <cusip>934423104</cusip>
    <value>8173</value>
    <shrsOrPrnAmt>
      <sshPrnamt>297627</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>Waste Connections Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>94106B101</cusip>
    <value>36921</value>
    <shrsOrPrnAmt>
      <sshPrnamt>227289</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Waste Management Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>94106L109</cusip>
    <value>32171</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>Waters Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>941848103</cusip>
    <value>518</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1740</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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    <nameOfIssuer>Wells Fargo &amp; Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>949746101</cusip>
    <value>32536</value>
    <shrsOrPrnAmt>
      <sshPrnamt>408692</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    <nameOfIssuer>Welltower Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>95040Q104</cusip>
    <value>2401</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12143</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <None>0</None>
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    <nameOfIssuer>Western Digital Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>958102105</cusip>
    <value>21525</value>
    <shrsOrPrnAmt>
      <sshPrnamt>79576</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>Williams Cos Inc/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>969457100</cusip>
    <value>11803</value>
    <shrsOrPrnAmt>
      <sshPrnamt>162170</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <nameOfIssuer>Workday Inc</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>98138H101</cusip>
    <value>4230</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32562</sshPrnamt>
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      <Sole>0</Sole>
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      <None>0</None>
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    <nameOfIssuer>WW Grainger Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>384802104</cusip>
    <value>424</value>
    <shrsOrPrnAmt>
      <sshPrnamt>389</sshPrnamt>
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      <None>0</None>
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    <nameOfIssuer>Xcel Energy Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98389B100</cusip>
    <value>5949</value>
    <shrsOrPrnAmt>
      <sshPrnamt>74890</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>XPO Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>983793100</cusip>
    <value>6786</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34880</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Yum! Brands Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>988498101</cusip>
    <value>3377</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21720</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Zenas Biopharma Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98937L105</cusip>
    <value>4219</value>
    <shrsOrPrnAmt>
      <sshPrnamt>215830</sshPrnamt>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Zoetis Inc</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>98978V103</cusip>
    <value>5595</value>
    <shrsOrPrnAmt>
      <sshPrnamt>47327</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Zoom Communications Inc</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>98980L101</cusip>
    <value>1284</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15974</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Zscaler Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98980G102</cusip>
    <value>2708</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19302</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
</informationTable>