#	Issuer	Ticker	Shares	Value	% of Portfolio
1	SEMPRA	SREA	3,180,370	$280.8M	6.22%
2	ATMOS ENERGY CORP	ATO	1,386,221	$232.4M	5.14%
3	PHILIP MORRIS INTL INC	718172109	1,408,033	$225.8M	5.00%
4	CRH PLC	CRH	1,713,715	$213.9M	4.73%
5	INTERCONTINENTAL EXCHANGE IN	45866F104	1,319,875	$213.8M	4.73%
6	FLUTTER ENTMT PLC	G3643J108	963,249	$207.1M	4.59%
7	MICROSOFT CORP	MSFT	421,311	$203.8M	4.51%
8	CORTEVA INC	CTVA	2,590,960	$173.7M	3.84%
9	CSX CORP	CSX	4,766,321	$172.8M	3.83%
10	UNION PAC CORP	UNP	710,056	$164.3M	3.64%
11	THERMO FISHER SCIENTIFIC INC	TMO	268,209	$155.4M	3.44%
12	CDW CORP	CDW	1,076,870	$146.7M	3.25%
13	FREEPORT-MCMORAN INC	FCX	2,520,250	$128.0M	2.83%
14	GXO LOGISTICS INCORPORATED	GXO	2,149,424	$113.1M	2.50%
15	EMERSON ELEC CO	EMR	809,053	$107.4M	2.38%
16	SEA LTD	SE	654,051	$83.4M	1.85%
17	NVIDIA CORPORATION	NVDA	413,768	$77.2M	1.71%
18	ALPHABET INC	GOOG	235,462	$73.7M	1.63%
19	BARRICK MNG CORP	06849F108	1,530,099	$66.6M	1.48%
20	MILLICOM INTL CELLULAR S A	L6388F110	1,196,776	$66.3M	1.47%