UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8

Report for the Calendar Year or Quarter Ended:
03-31-2023
Check here if Amendment: Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Ilmarinen Mutual Pension Insurance Co
Address:
PORKKALANKATU 1
HELSINKI, H9 00018
Form 13F File Number:

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Annika Lucander
Title:
Head of Investment Accounting
Phone:
358102843815


Signature, Place, and Date of Signing:

Annika Lucander
                         [Signature]
Helsinkin, FINLAND
                 [City, State]
05-17-2023
                           [Date]
                          

Report Type (Check only one.):

13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
255
Form 13F Information table Value Total:
7302688
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M CO COM 88579Y1017,33869,811SHSOLE69,811 0 0
ABBOTT LABS COM 00282410018,936187,000SHSOLE187,000 0 0
ABBVIE INC COM 00287Y10932,113201,500SHSOLE201,500 0 0
ACTIVISION BLIZZARD INC COM 00507V10917,118200,000SHSOLE200,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F10119,26950,000SHSOLE50,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y1061,25910,352SHSOLE10,352 0 0
ADVANCED MICRO DEVICES INC COM 00790310723,032235,000SHSOLE235,000 0 0
AES CORP COM 00130H1054,527188,000SHSOLE188,000 0 0
AFFILIATED MANAGERS GROUP IN COM 0082521083,09121,705SHSOLE21,705 0 0
AFLAC INC COM 00105510214,835229,936SHSOLE229,936 0 0
AGILENT TECHNOLOGIES INC COM 00846U1015,53440,000SHSOLE40,000 0 0
AGNICO EAGLE MINES LTD COM 0084741088,231162,000SHSOLE162,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 0152711095,96647,500SHSOLE47,500 0 0
ALPHABET INC CAP STK CL A 02079K305118,7711,145,000SHSOLE1,145,000 0 0
AMAZON COM INC COM 02313510697,093940,000SHSOLE940,000 0 0
AMERICAN ELEC PWR CO INC COM 0255371013,45838,000SHSOLE38,000 0 0
AMERICAN EXPRESS CO COM 0258161094,45427,000SHSOLE27,000 0 0
AMERICAN TOWER CORP NEW COM 03027X10013,37465,449SHSOLE65,449 0 0
AMETEK INC COM 0311001003,19722,000SHSOLE22,000 0 0
AMGEN INC COM 03116210014,26359,000SHSOLE59,000 0 0
ANALOG DEVICES INC COM 0326541057,88940,000SHSOLE40,000 0 0
ANSYS INC COM 03662Q1056,65620,000SHSOLE20,000 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y2001,940125,000SHSOLE125,000 0 0
APPLE INC COM 037833100129,447785,000SHSOLE785,000 0 0
AT&T INC COM 00206R10213,475700,000SHSOLE700,000 0 0
ATLASSIAN CORPORATION CL A 0494681014,27925,000SHSOLE25,000 0 0
AUTODESK INC COM 0527691068,32640,000SHSOLE40,000 0 0
AUTOMATIC DATA PROCESSING IN COM 0530151034,45320,000SHSOLE20,000 0 0
AVALONBAY CMNTYS INC COM 0534841016,46638,474SHSOLE38,474 0 0
BAKER HUGHES COMPANY CL A 05722G1004,762165,000SHSOLE165,000 0 0
BANK AMERICA CORP COM 06050510415,190531,120SHSOLE531,120 0 0
BANK MONTREAL QUE COM 06367110119,995224,304SHSOLE224,304 0 0
BANK NEW YORK MELLON CORP COM 0640581009,088200,000SHSOLE200,000 0 0
BCE INC COM NEW 05534B76071516,000SHSOLE16,000 0 0
BEST BUY INC COM 0865161013,21341,050SHSOLE41,050 0 0
BIOGEN INC COM 09062X1035,00518,000SHSOLE18,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G1014,76549,000SHSOLE49,000 0 0
BLACKROCK INC COM 09247X10114,58521,798SHSOLE21,798 0 0
BLACKSTONE INC COM 09260D1074,39250,000SHSOLE50,000 0 0
BOOKING HOLDINGS INC COM 09857L1086,6312,500SHSOLE2,500 0 0
BOSTON PROPERTIES INC COM 1011211012,45945,430SHSOLE45,430 0 0
BRISTOL-MYERS SQUIBB CO COM 11012210811,921172,000SHSOLE172,000 0 0
BROADCOM INC COM 11135F10127,26542,500SHSOLE42,500 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J10712,997400,000SHSOLE400,000 0 0
BROWN FORMAN CORP CL B 11563720911,677181,681SHSOLE181,681 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W2092,37623,909SHSOLE23,909 0 0
CADENCE DESIGN SYSTEM INC COM 1273871085,25225,000SHSOLE25,000 0 0
CAE INC COM 1247651083,946175,000SHSOLE175,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G1004,881100,000SHSOLE100,000 0 0
CAMECO CORP COM 13321L1082,50495,900SHSOLE95,900 0 0
CANADIAN IMPERIAL BK COMM TO COM 1360691013,23276,714SHSOLE76,714 0 0
CANADIAN NATL RY CO COM 13637510215,887135,000SHSOLE135,000 0 0
CANADIAN PAC RY LTD COM 13645T10015,974208,000SHSOLE208,000 0 0
CATERPILLAR INC COM 1491231015,49224,000SHSOLE24,000 0 0
CGI INC CL A SUB VTG 12532H1044,80650,000SHSOLE50,000 0 0
CHEVRON CORP NEW COM 16676410030,837189,000SHSOLE189,000 0 0
CHURCHILL DOWNS INC COM 1714841083,85615,000SHSOLE15,000 0 0
CINTAS CORP COM 17290810510,48222,654SHSOLE22,654 0 0
CISCO SYS INC COM 17275R10216,989325,000SHSOLE325,000 0 0
COGNEX CORP COM 1924221032,47850,000SHSOLE50,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 1924461024,52074,180SHSOLE74,180 0 0
COMCAST CORP NEW CL A 20030N10116,301430,000SHSOLE430,000 0 0
CONAGRA BRANDS INC COM 2058871021,87850,000SHSOLE50,000 0 0
CONOCOPHILLIPS COM 20825C10410,715108,000SHSOLE108,000 0 0
CONSTELLATION BRANDS INC CL A 21036P1083,84017,000SHSOLE17,000 0 0
CSX CORP COM 1264081036,108204,000SHSOLE204,000 0 0
CUMMINS INC COM 2310211063,70315,500SHSOLE15,500 0 0
CVS HEALTH CORP COM 12665010011,890160,000SHSOLE160,000 0 0
DANAHER CORPORATION COM 23585110218,14772,000SHSOLE72,000 0 0
DATADOG INC CL A COM 23804L1033,63350,000SHSOLE50,000 0 0
DBX ETF TR XTRCKR MSCI US 2330511502,045,79254,442,235SHSOLE54,442,235 0 0
DECKERS OUTDOOR CORP COM 2435371074,49610,000SHSOLE10,000 0 0
DEERE & CO COM 2441991057,01816,997SHSOLE16,997 0 0
DELTA AIR LINES INC DEL COM NEW 2473617022,61975,000SHSOLE75,000 0 0
DIAMONDBACK ENERGY INC COM 25278X1095,00137,000SHSOLE37,000 0 0
DICKS SPORTING GOODS INC COM 2533931024,68132,989SHSOLE32,989 0 0
DIGITAL RLTY TR INC COM 2538681036,24363,500SHSOLE63,500 0 0
DISNEY WALT CO COM 25468710614,018140,000SHSOLE140,000 0 0
DOLLAR TREE INC COM 2567461083,25822,699SHSOLE22,699 0 0
DOVER CORP COM 2600031082,27915,000SHSOLE15,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C2044,49646,600SHSOLE46,600 0 0
ECOLAB INC COM 2788651008,11149,000SHSOLE49,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E1088,852107,000SHSOLE107,000 0 0
ELECTRONIC ARTS INC COM 2855121091,80715,000SHSOLE15,000 0 0
ELEVANCE HEALTH INC COM 03675210313,10528,500SHSOLE28,500 0 0
EMERSON ELEC CO COM 2910111045,40362,000SHSOLE62,000 0 0
ENBRIDGE INC COM 29250N10515,400406,000SHSOLE406,000 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y10910,769450,000SHSOLE450,000 0 0
ENPHASE ENERGY INC COM 29355A1073,36416,000SHSOLE16,000 0 0
EOG RES INC COM 26875P1013,72532,500SHSOLE32,500 0 0
EPR PPTYS COM SH BEN INT 26884U1094,763125,000SHSOLE125,000 0 0
EQUINIX INC COM 29444U7006,9229,600SHSOLE9,600 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L10711,960199,333SHSOLE199,333 0 0
EVERSOURCE ENERGY COM 30040W1084,46157,000SHSOLE57,000 0 0
EVOLENT HEALTH INC CL A 30050B1013,18098,000SHSOLE98,000 0 0
EXELON CORP COM 30161N1016,388152,500SHSOLE152,500 0 0
EXPEDIA GROUP INC COM NEW 30212P3034,85250,000SHSOLE50,000 0 0
EXPEDITORS INTL WASH INC COM 3021301093,64233,076SHSOLE33,076 0 0
FASTENAL CO COM 3119001044,02374,578SHSOLE74,578 0 0
FEDEX CORP COM 31428X1062,97013,000SHSOLE13,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M1063,53165,000SHSOLE65,000 0 0
FISERV INC COM 3377381086,78260,000SHSOLE60,000 0 0
FLEETCOR TECHNOLOGIES INC COM 3390411052,10910,000SHSOLE10,000 0 0
FORTINET INC COM 34959E1094,98575,000SHSOLE75,000 0 0
FORTIVE CORP COM 34959J1084,04659,350SHSOLE59,350 0 0
FREEPORT-MCMORAN INC CL B 35671D8573,68290,000SHSOLE90,000 0 0
GALLAGHER ARTHUR J & CO COM 36357610911,38359,500SHSOLE59,500 0 0
GILEAD SCIENCES INC COM 3755581039,044109,000SHSOLE109,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G1045,80117,734SHSOLE17,734 0 0
GRAINGER W W INC COM 3848021045,1927,538SHSOLE7,538 0 0
HALLIBURTON CO COM 4062161014,297135,818SHSOLE135,818 0 0
HCA HEALTHCARE INC COM 40412C1013,82314,500SHSOLE14,500 0 0
HERSHA HOSPITALITY TR PR SHS BEN INT 4278255002,144319,000SHSOLE319,000 0 0
HERSHEY CO COM 4278661085,34321,000SHSOLE21,000 0 0
HESS CORP COM 42809H1078,33763,000SHSOLE63,000 0 0
HIGHWOODS PPTYS INC COM 4312841082,783120,000SHSOLE120,000 0 0
HOME DEPOT INC COM 43707610228,03695,000SHSOLE95,000 0 0
HOST HOTELS & RESORTS INC COM 44107P1043,084187,000SHSOLE187,000 0 0
HUBSPOT INC COM 4435731005,14512,000SHSOLE12,000 0 0
ILLUMINA INC COM 4523271092,0939,000SHSOLE9,000 0 0
INGERSOLL RAND INC COM 45687V1062,32740,000SHSOLE40,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F10411,368109,000SHSOLE109,000 0 0
INTERNATIONAL BUSINESS MACHS COM 4592001011,73613,245SHSOLE13,245 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 4595061015,15056,000SHSOLE56,000 0 0
INTUIT COM 46120210320,06245,000SHSOLE45,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E6027,92031,000SHSOLE31,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G77224,888549,048SHSOLE549,048 0 0
ISHARES INC MSCI STH AFR ETF 4642867808,265195,761SHSOLE195,761 0 0
ISHARES INC MSCI BRAZIL ETF 46428640020,881762,642SHSOLE762,642 0 0
ISHARES INC MSCI STH KOR ETF 46428677223,472383,400SHSOLE383,400 0 0
ISHARES TR ESG MSCI LEADR 46435U2181,999,29528,056,337SHSOLE28,056,337 0 0
ISHARES TR MSCI EMG MKT ETF 46428723459,6561,511,800SHSOLE1,511,800 0 0
ISHARES TR U.S. REAL ES ETF 46428773946,748550,627SHSOLE550,627 0 0
JACKSON FINANCIAL INC COM CL A 46817M10757815,442SHSOLE15,442 0 0
JOHNSON & JOHNSON COM 47816010445,353292,600SHSOLE292,600 0 0
JPMORGAN CHASE & CO COM 46625H10042,464325,869SHSOLE325,869 0 0
KEURIG DR PEPPER INC COM 49271V1007,056200,000SHSOLE200,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 4990491045,658100,000SHSOLE100,000 0 0
LAS VEGAS SANDS CORP COM 5178341072,87350,000SHSOLE50,000 0 0
LAUDER ESTEE COS INC CL A 5184391047,56630,700SHSOLE30,700 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 5312298541,42219,000SHSOLE19,000 0 0
LILLY ELI & CO COM 53245710832,04193,300SHSOLE93,300 0 0
LIVE NATION ENTERTAINMENT IN COM 5380341098,400120,000SHSOLE120,000 0 0
LUCID GROUP INC COM 54949810340250,000SHSOLE50,000 0 0
MACERICH CO COM 5543821012,332220,000SHSOLE220,000 0 0
MANULIFE FINL CORP COM 56501R1066,680365,000SHSOLE365,000 0 0
MARSH & MCLENNAN COS INC COM 57174810221,069126,500SHSOLE126,500 0 0
MARVELL TECHNOLOGY INC COM 5738741048,011185,000SHSOLE185,000 0 0
MASTERCARD INCORPORATED CL A 57636Q10437,840104,125SHSOLE104,125 0 0
MATCH GROUP INC NEW COM 57667L1071,92050,000SHSOLE50,000 0 0
MCDONALDS CORP COM 58013510119,40269,389SHSOLE69,389 0 0
MCKESSON CORP COM 58155Q10311,70632,878SHSOLE32,878 0 0
MEDICAL PPTYS TRUST INC COM 58463J3041,388168,900SHSOLE168,900 0 0
MERCADOLIBRE INC COM 58733R1026,5905,000SHSOLE5,000 0 0
MERCK & CO INC COM 58933Y10531,279294,000SHSOLE294,000 0 0
META PLATFORMS INC CL A 30303M10244,507210,000SHSOLE210,000 0 0
MICROSOFT CORP COM 594918104152,799530,000SHSOLE530,000 0 0
MONGODB INC CL A 60937P1064,96221,285SHSOLE21,285 0 0
MORGAN STANLEY COM NEW 61744644816,549188,484SHSOLE188,484 0 0
NETEASE INC SPONSORED ADS 64110W1024,48750,735SHSOLE50,735 0 0
NETFLIX INC COM 64110L10613,81940,000SHSOLE40,000 0 0
NEWMONT CORP COM 6516391061,96140,000SHSOLE40,000 0 0
NEXTERA ENERGY INC COM 65339F10116,418213,000SHSOLE213,000 0 0
NIKE INC CL B 65410610319,556159,459SHSOLE159,459 0 0
NORDSTROM INC COM 65566410059536,542SHSOLE36,542 0 0
NORFOLK SOUTHN CORP COM 6558441085,93628,000SHSOLE28,000 0 0
NVIDIA CORPORATION COM 67066G10474,303267,500SHSOLE267,500 0 0
OKTA INC CL A 6792951057,76290,000SHSOLE90,000 0 0
OLD DOMINION FREIGHT LINE IN COM 6795801003,40810,000SHSOLE10,000 0 0
OMEGA HEALTHCARE INVS INC COM 6819361001,37150,000SHSOLE50,000 0 0
ONEOK INC NEW COM 6826801032,76443,500SHSOLE43,500 0 0
ORACLE CORP COM 68389X10516,953182,452SHSOLE182,452 0 0
PACCAR INC COM 6937181083,84352,500SHSOLE52,500 0 0
PARK HOTELS & RESORTS INC COM 7005171051,807146,214SHSOLE146,214 0 0
PAYCOM SOFTWARE INC COM 70432V1029,12030,000SHSOLE30,000 0 0
PAYLOCITY HLDG CORP COM 70438V1065,96330,000SHSOLE30,000 0 0
PAYPAL HLDGS INC COM 70450Y1036,02079,270SHSOLE79,270 0 0
PFIZER INC COM 71708110326,928660,000SHSOLE660,000 0 0
POLARIS INC COM 7310681022,35221,264SHSOLE21,264 0 0
PPG INDS INC COM 6935061072,73820,500SHSOLE20,500 0 0
PROGRESSIVE CORP COM 74331510330,907216,045SHSOLE216,045 0 0
PROLOGIS INC. COM 74340W10317,344139,004SHSOLE139,004 0 0
PRUDENTIAL FINL INC COM 7443201024,45153,798SHSOLE53,798 0 0
PTC INC COM 69370C1001,28210,000SHSOLE10,000 0 0
PUBLIC STORAGE COM 74460D1094,83416,000SHSOLE16,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 7445731065,74592,000SHSOLE92,000 0 0
READY CAPITAL CORP COM 75574U1013,467340,945SHSOLE340,945 0 0
REALTY INCOME CORP COM 7561091048,541134,891SHSOLE134,891 0 0
REGENERON PHARMACEUTICALS COM 75886F1074,1085,000SHSOLE5,000 0 0
REPUBLIC SVCS INC COM 7607591007,77557,500SHSOLE57,500 0 0
RESTAURANT BRANDS INTL INC COM 76131D1036,695100,000SHSOLE100,000 0 0
REXFORD INDL RLTY INC COM 76169C10010,498176,000SHSOLE176,000 0 0
RINGCENTRAL INC CL A 76680R2063,067100,000SHSOLE100,000 0 0
ROBERT HALF INTL INC COM 7703231032,89435,913SHSOLE35,913 0 0
ROCKWELL AUTOMATION INC COM 7739031093,52112,000SHSOLE12,000 0 0
ROGERS COMMUNICATIONS INC CL B 7751092003,71080,251SHSOLE80,251 0 0
ROSS STORES INC COM 7782961032,83326,698SHSOLE26,698 0 0
ROYAL BK CDA SUSTAINABL COM 78008710240,396420,573SHSOLE420,573 0 0
S&P GLOBAL INC COM 78409V1045,84916,964SHSOLE16,964 0 0
SABRA HEALTH CARE REIT INC COM 78573L1064,123358,500SHSOLE358,500 0 0
SALESFORCE INC COM 79466L30215,98280,000SHSOLE80,000 0 0
SAP SE SPON ADR 8030542041,89815,000SHSOLE15,000 0 0
SCHLUMBERGER LTD COM STK 8068571089,148186,305SHSOLE186,305 0 0
SCHWAB CHARLES CORP COM 8085131055,629107,471SHSOLE107,471 0 0
SEMPRA COM 8168511098,73757,800SHSOLE57,800 0 0
SERVICENOW INC COM 81762P10213,94230,000SHSOLE30,000 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K2002,985100,000SHSOLE100,000 0 0
SHERWIN WILLIAMS CO COM 8243481063,64116,200SHSOLE16,200 0 0
SHOPIFY INC CL A 82509L10711,918250,000SHSOLE250,000 0 0
SIMON PPTY GROUP INC NEW COM 8288061096,59558,900SHSOLE58,900 0 0
SNOWFLAKE INC CL A 8334451093,85725,000SHSOLE25,000 0 0
SPDR SER TR S&P BIOTECH 78464A8706,88490,329SHSOLE90,329 0 0
SPDR SER TR BLOOMBERG SHT TE 78468R408242,4819,761,703SHSOLE9,761,703 0 0
SPROUT SOCIAL INC COM CL A 85209W1096,088100,000SHSOLE100,000 0 0
STARBUCKS CORP COM 85524410913,016125,000SHSOLE125,000 0 0
STATE STR CORP COM 8574771036,25282,600SHSOLE82,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 8740541095,96550,000SHSOLE50,000 0 0
TARGET CORP COM 87612E1068,28250,000SHSOLE50,000 0 0
TELUS CORPORATION COM 87971M1032,086105,339SHSOLE105,339 0 0
TESLA INC COM 88160R10156,429272,000SHSOLE272,000 0 0
TEXAS INSTRS INC COM 88250810414,89980,096SHSOLE80,096 0 0
THE CIGNA GROUP COM 1255231009,19936,000SHSOLE36,000 0 0
THERMO FISHER SCIENTIFIC INC COM 88355610226,28245,600SHSOLE45,600 0 0
THOMSON REUTERS CORP. COM NEW 8849037096,41148,000SHSOLE48,000 0 0
T-MOBILE US INC COM 8725901049,70467,000SHSOLE67,000 0 0
TORONTO DOMINION BK ONT COM NEW 89116050931,703530,711SHSOLE530,711 0 0
TRACTOR SUPPLY CO COM 8923561065,43223,109SHSOLE23,109 0 0
TRANSDIGM GROUP INC COM 8936411003,6855,000SHSOLE5,000 0 0
UBER TECHNOLOGIES INC COM 90353T1009,510300,000SHSOLE300,000 0 0
UDR INC COM 9026531045,412131,800SHSOLE131,800 0 0
UNION PAC CORP COM 90781810811,17055,500SHSOLE55,500 0 0
UNITED PARCEL SERVICE INC CL B 91131210615,32579,000SHSOLE79,000 0 0
UNITEDHEALTH GROUP INC COM 91324P10245,22795,700SHSOLE95,700 0 0
UNITY SOFTWARE INC COM 91332U1016,488200,000SHSOLE200,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P1054,65430,000SHSOLE30,000 0 0
US BANCORP DEL COM NEW 9029733044,687130,000SHSOLE130,000 0 0
V F CORP COM 9182041082,291100,000SHSOLE100,000 0 0
VALERO ENERGY CORP COM 91913Y1006,27144,924SHSOLE44,924 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 92290836327,64773,516SHSOLE73,516 0 0
VEEVA SYS INC CL A COM 92247510811,30361,500SHSOLE61,500 0 0
VENTAS INC COM 92276F1004,15395,800SHSOLE95,800 0 0
VERISK ANALYTICS INC COM 92345Y1062,87815,000SHSOLE15,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V10415,070387,500SHSOLE387,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F1006,14419,500SHSOLE19,500 0 0
VISA INC COM CL A 92826C83943,820194,360SHSOLE194,360 0 0
WALMART INC COM 93114210322,339151,500SHSOLE151,500 0 0
WASTE CONNECTIONS INC COM 94106B1016,95450,000SHSOLE50,000 0 0
WASTE MGMT INC DEL COM 94106L1096,52740,000SHSOLE40,000 0 0
WORKDAY INC CL A 98138H1015,16425,000SHSOLE25,000 0 0
XCEL ENERGY INC COM 98389B1008,835131,000SHSOLE131,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 9892071056,36020,000SHSOLE20,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P1022,97223,000SHSOLE23,000 0 0
ZOETIS INC CL A 98978V10311,56869,500SHSOLE69,500 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F1044,942200,000SHSOLE200,000 0 0
ZSCALER INC COM 98980G1024,67340,000SHSOLE40,000 0 0