| GE AEROSPACE |
GE
|
15 590 946 |
5.0 |
82 348 |
| CATERPILLAR INC |
CAT
|
13 929 056 |
4.5 |
36 825 |
| UBER TECHNOLOGIES INC |
UBER
|
12 308 072 |
3.9 |
159 555 |
| RTX CORP |
RTX
|
12 213 922 |
3.9 |
101 025 |
| UNION PACIFIC CORP |
UNP
|
11 349 465 |
3.6 |
46 230 |
| HONEYWELL INTERNATIONAL INC |
HON
|
10 226 098 |
3.3 |
49 454 |
| EATON PLC |
ETN
|
9 928 123 |
3.2 |
30 218 |
| LOCKHEED MARTIN CORP |
LMT
|
9 311 191 |
3.0 |
16 111 |
| AUTOMATIC DATA PROCESSING INC |
ADP
|
8 522 565 |
2.7 |
30 963 |
| DEERE |
DE
|
7 920 078 |
2.5 |
19 463 |
| UNITED PARCEL SERVICE INC CLASS B |
UPS
|
7 315 901 |
2.3 |
55 630 |
| BOEING |
BA
|
6 766 940 |
2.2 |
44 455 |
| TRANE TECHNOLOGIES PLC |
TT
|
6 649 055 |
2.1 |
17 150 |
| PARKER-HANNIFIN CORP |
PH
|
6 082 021 |
2.0 |
9 781 |
| TRANSDIGM GROUP INC |
TDG
|
6 068 771 |
1.9 |
4 261 |
| GENERAL DYNAMICS CORP |
GD
|
5 908 296 |
1.9 |
19 584 |
| WASTE MANAGEMENT INC |
WM
|
5 760 905 |
1.8 |
27 738 |
| 3M |
MMM
|
5 699 088 |
1.8 |
41 721 |
| NORTHROP GRUMMAN CORP |
NOC
|
5 513 468 |
1.8 |
10 440 |
| CINTAS CORP |
CTAS
|
5 391 604 |
1.7 |
26 020 |
| GE VERNOVA INC |
GEV
|
5 322 893 |
1.7 |
20 870 |
| ILLINOIS TOOL INC |
ITW
|
5 296 939 |
1.7 |
20 526 |
| CARRIER GLOBAL CORP |
CARR
|
5 083 503 |
1.6 |
63 807 |
| CSX CORP |
CSX
|
4 935 384 |
1.6 |
147 237 |
| EMERSON ELECTRIC |
EMR
|
4 549 752 |
1.5 |
43 580 |
| FEDEX CORP |
FDX
|
4 524 446 |
1.4 |
17 153 |
| NORFOLK SOUTHERN CORP |
NSC
|
4 167 242 |
1.3 |
17 128 |
| UNITED RENTALS INC |
URI
|
4 065 591 |
1.3 |
5 069 |
| PACCAR INC |
PCAR
|
3 896 933 |
1.2 |
39 716 |
| JOHNSON CONTROLS INTERNATIONAL PLC |
JCI
|
3 839 652 |
1.2 |
50 635 |
| WW GRAINGER INC |
GWW
|
3 482 507 |
1.1 |
3 374 |
| COPART INC |
CPRT
|
3 475 170 |
1.1 |
66 766 |
| L3HARRIS TECHNOLOGIES INC |
LHX
|
3 358 408 |
1.1 |
14 394 |
| QUANTA SERVICES INC |
PWR
|
3 333 650 |
1.1 |
11 189 |
| CUMMINS INC |
CMI
|
3 315 970 |
1.1 |
10 444 |
| PAYCHEX INC |
PAYX
|
3 215 598 |
1.0 |
24 276 |
| REPUBLIC SERVICES INC |
RSG
|
3 160 801 |
1.0 |
15 457 |
| HOWMET AEROSPACE INC |
HWM
|
3 091 020 |
1.0 |
30 997 |
| FASTENAL |
FAST
|
3 074 400 |
1.0 |
43 479 |
| OTIS WORLDWIDE CORP |
OTIS
|
3 024 821 |
1.0 |
30 388 |
| AMETEK INC |
AME
|
3 003 382 |
1.0 |
17 538 |
| INGERSOLL RAND INC |
IR
|
2 907 822 |
0.9 |
30 599 |
| VERISK ANALYTICS INC |
VRSK
|
2 864 788 |
0.9 |
10 804 |
| OLD DOMINION FREIGHT LINE INC |
ODFL
|
2 856 666 |
0.9 |
14 322 |
| EQUIFAX INC |
EFX
|
2 752 156 |
0.9 |
9 421 |
| XYLEM INC |
XYL
|
2 454 950 |
0.8 |
18 374 |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIE |
WAB
|
2 424 193 |
0.8 |
13 330 |
| DELTA AIR LINES INC |
DAL
|
2 383 241 |
0.8 |
48 887 |
| ROCKWELL AUTOMATION INC |
ROK
|
2 218 885 |
0.7 |
8 599 |
| AXON ENTERPRISE INC |
AXON
|
2 154 957 |
0.7 |
5 452 |
| VERALTO CORP |
VLTO
|
2 083 776 |
0.7 |
18 766 |
| FORTIVE CORP |
FTV
|
2 034 196 |
0.7 |
26 706 |
| DOVER CORP |
DOV
|
1 979 239 |
0.6 |
10 405 |
| BROADRIDGE FINANCIAL SOLUTIONS INC |
BR
|
1 846 783 |
0.6 |
8 863 |
| HUBBELL INC |
HUBB
|
1 735 964 |
0.6 |
4 093 |
| BUILDERS FIRSTSOURCE INC |
BLDR
|
1 697 252 |
0.5 |
8 844 |
| LEIDOS HOLDINGS INC |
LDOS
|
1 618 078 |
0.5 |
10 241 |
| JACOBS SOLUTIONS INC |
J
|
1 468 382 |
0.5 |
9 530 |
| MASCO CORP |
MAS
|
1 374 741 |
0.4 |
16 702 |
| EXPEDITORS INTERNATIONAL OF WASHIN |
EXPD
|
1 358 906 |
0.4 |
10 695 |
| UNITED AIRLINES HOLDINGS INC |
UAL
|
1 349 719 |
0.4 |
24 944 |
| SOUTHWEST AIRLINES |
LUV
|
1 302 448 |
0.4 |
45 877 |
| STANLEY BLACK & DECKER INC |
SWK
|
1 235 391 |
0.4 |
11 701 |
| PENTAIR |
PNR
|
1 213 659 |
0.4 |
12 582 |
| TEXTRON INC |
TXT
|
1 210 367 |
0.4 |
14 158 |
| IDEX CORP |
IEX
|
1 195 917 |
0.4 |
5 721 |
| SNAP ON INC |
SNA
|
1 135 047 |
0.4 |
4 002 |
| ROLLINS INC |
ROL
|
1 084 690 |
0.3 |
21 369 |
| JB HUNT TRANSPORT SERVICES INC |
JBHT
|
1 061 353 |
0.3 |
6 180 |
| NORDSON CORP |
NDSN
|
1 051 497 |
0.3 |
4 114 |
| CH ROBINSON WORLDWIDE INC |
CHRW
|
964 942 |
0.3 |
8 933 |
| ALLEGION PLC |
ALLE
|
935 906 |
0.3 |
6 527 |
| A O SMITH CORP |
AOS
|
783 290 |
0.3 |
9 125 |
| HUNTINGTON INGALLS INDUSTRIES INC |
HII
|
756 923 |
0.2 |
2 945 |
| DAYFORCE INC |
CDAY.TO
|
705 798 |
0.2 |
12 067 |
| GENERAC HOLDINGS INC |
GNRC
|
673 839 |
0.2 |
4 565 |
| PAYCOM SOFTWARE INC |
PAYC
|
608 587 |
0.2 |
3 626 |
| USD CASH |
|
478 233 |
0.2 |
478 234 |
| XAI INDUSTRIAL DEC 24 |
IXIZ4
|
272 600 |
0.1 |
2 |
| CASH COLLATERAL USD HSBFT |
HSBFT
|
13 000 |
0.0 |
13 000 |
| EUR CASH |
|
6 501 |
0.0 |
5 819 |
| GBP CASH |
|
6 696 |
0.0 |
5 007 |
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