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NEW 026874784 BBG001S5NJG1 235620 3000 SH SOLE 3000 0 0 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 961600 5000 SH SOLE 5000 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 677280 2400 SH SOLE 2400 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 737100 3000 SH SOLE 3000 0 0 APPLE INC COM 037833100 BBG001S5N8V8 28773190 113000 SH SOLE 113000 0 0 ASTEC INDS INC COM 046224101 BBG001S5NWY2 529430 11000 SH SOLE 11000 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 814843 10621 SH SOLE 10621 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 1883608 66700 SH SOLE 66700 0 0 AUTODESK INC COM 052769106 BBG001S5SCD4 1270680 4000 SH SOLE 4000 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 557650 1900 SH SOLE 1900 0 0 AUTOZONE INC COM 053332102 BBG001S6Q5D9 643536 150 SH SOLE 150 0 0 AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 386340 2000 SH SOLE 2000 0 0 BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 243600 5000 SH SOLE 5000 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 3817660 74000 SH SOLE 74000 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 5404455 10750 SH SOLE 10750 0 0 BIOGEN INC COM 09062X103 BBG001S67826 322184 2300 SH SOLE 2300 0 0 BLACKSTONE INC COM 09260D107 BBG001S7H949 1025100 6000 SH SOLE 6000 0 0 BOEING CO COM 097023105 BBG001S5P0V3 863320 4000 SH SOLE 4000 0 0 BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 1619781 300 SH SOLE 300 0 0 BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 683410 7000 SH SOLE 7000 0 0 BRIGHTHOUSE FINL INC COM 10922N103 BBG00DYPZ4V7 743120 14000 SH SOLE 14000 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1127500 25000 SH SOLE 25000 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 8049804 24400 SH SOLE 24400 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 916525 12304 SH SOLE 12304 0 0 CAPITAL ONE FINL CORP COM 14040H105 BBG001S65PV8 1929376 9076 SH SOLE 9076 0 0 CARLISLE COS INC COM 142339100 BBG001S5Q6R4 657920 2000 SH SOLE 2000 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HZM1 513420 8600 SH SOLE 8600 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 1431450 3000 SH SOLE 3000 0 0 CENCORA INC COM 03073E105 BBG001S8X7P0 718819 2300 SH SOLE 2300 0 0 CENTENE CORP DEL COM 15135B101 BBG001S6T7Q8 385344 10800 SH SOLE 10800 0 0 CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 2161816 9200 SH SOLE 9200 0 0 CHESAPEAKE UTILS CORP COM 165303108 BBG001SCP5R2 404070 3000 SH SOLE 3000 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1195733 7700 SH SOLE 7700 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 2278386 33300 SH SOLE 33300 0 0 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 2649150 26100 SH SOLE 26100 0 0 CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HZT0 531600 10000 SH SOLE 10000 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 305000 25000 SH SOLE 25000 0 0 CME GROUP INC COM 12572Q105 BBG001S86547 540380 2000 SH SOLE 2000 0 0 COHERENT CORP COM 19247G107 BBG001S5S6N6 823950 7649 SH SOLE 7649 0 0 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 479640 6000 SH SOLE 6000 0 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 1256800 40000 SH SOLE 40000 0 0 COMMSCOPE HLDG CO INC COM 20337X109 BBG004LTL7M1 371520 24000 SH SOLE 24000 0 0 CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 622540 34000 SH SOLE 34000 0 0 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 1258047 13300 SH SOLE 13300 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1316280 4000 SH SOLE 4000 0 0 CORTEVA INC COM 22052L104 BBG00BN969D0 1555490 23000 SH SOLE 23000 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2776890 3000 SH SOLE 3000 0 0 CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 1157880 12000 SH SOLE 12000 0 0 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 904680 12000 SH SOLE 12000 0 0 DEERE & CO COM 244199105 BBG001S5QFF7 1371780 3000 SH SOLE 3000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 618575 10900 SH SOLE 10900 0 0 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 210360 6000 SH SOLE 6000 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 1946500 17000 SH SOLE 17000 0 0 DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 632279 6700 SH SOLE 6700 0 0 DOVER CORP COM 260003108 BBG001S5QL46 784101 4700 SH SOLE 4700 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 742500 6000 SH SOLE 6000 0 0 DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 463427 5949 SH SOLE 5949 0 0 EATON CORP PLC SHS G29183103 BBG001S5QZ45 1122750 3000 SH SOLE 3000 0 0 ECHOSTAR CORP CL A 278768106 BBG001T048Z5 1157236 15155 SH SOLE 15155 0 0 ECOLAB INC COM 278865100 BBG001S5QRB5 547720 2000 SH SOLE 2000 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 349965 4500 SH SOLE 4500 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 BBG00LJYS1R6 302100 15000 SH SOLE 15000 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 6332900 8300 SH SOLE 8300 0 0 EPR PPTYS COM SH BEN INT 26884U109 BBG001SB5QR0 1044180 18000 SH SOLE 18000 0 0 EQUINIX INC COM 29444U700 BBG001SKBNS9 626592 800 SH SOLE 800 0 0 EXELON CORP COM 30161N101 BBG001SBJMT2 540120 12000 SH SOLE 12000 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 4183251 37102 SH SOLE 37102 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 1013983 4300 SH SOLE 4300 0 0 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 937358 23900 SH SOLE 23900 0 0 G III APPAREL GROUP LTD COM 36237H101 BBG001S6F0Z8 399150 15000 SH SOLE 15000 0 0 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 3384225 11250 SH SOLE 11250 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 281625 3750 SH SOLE 3750 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W77 1729099 2812 SH SOLE 2812 0 0 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 750200 2200 SH SOLE 2200 0 0 GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 1341340 22000 SH SOLE 22000 0 0 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 677100 6100 SH SOLE 6100 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 3981750 5000 SH SOLE 5000 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 211560 4000 SH SOLE 4000 0 0 HAIN CELESTIAL GROUP INC COM 405217100 BBG001SBCKV0 42660 27000 SH SOLE 27000 0 0 HECLA MNG CO COM 422704106 BBG001S5RXF7 496100 41000 SH SOLE 41000 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 491200 20000 SH SOLE 20000 0 0 HF SINCLAIR CORP COM 403949100 BBG0135B2269 628080 12000 SH SOLE 12000 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 2350102 5800 SH SOLE 5800 0 0 HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 4101207 20900 SH SOLE 20900 0 0 HUMANA INC COM 444859102 BBG001S5S1X6 416272 1600 SH SOLE 1600 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 BBG001V0PDL3 287910 1000 SH SOLE 1000 0 0 INTEL CORP COM 458140100 BBG001S5SF65 721325 21500 SH SOLE 21500 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 2257280 8000 SH SOLE 8000 0 0 INTUIT COM 461202103 BBG001S6TWR2 614619 900 SH SOLE 900 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 4296738 23173 SH SOLE 23173 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 9368271 29700 SH SOLE 29700 0 0 KBR INC COM 48242W106 BBG001SP11V3 945800 20000 SH SOLE 20000 0 0 KEYCORP COM 493267108 BBG001S5SKV6 203721 10900 SH SOLE 10900 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 402316 2300 SH SOLE 2300 0 0 KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 905920 32000 SH SOLE 32000 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 292374 7400 SH SOLE 7400 0 0 KOPPERS HOLDINGS INC COM 50060P106 BBG001SMPFZ9 672000 24000 SH SOLE 24000 0 0 KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 312480 12000 SH SOLE 12000 0 0 KULICKE & SOFFA INDS INC COM 501242101 BBG001S5SLP1 369824 9100 SH SOLE 9100 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 794066 2600 SH SOLE 2600 0 0 LABCORP HOLDINGS INC COM SHS 504922105 BBG01MMT6PQ2 918592 3200 SH SOLE 3200 0 0 LCI INDS COM 50189K103 BBG001S8G4D9 465750 5000 SH SOLE 5000 0 0 LENNAR CORP CL B 526057302 BBG001SKR1T9 1079910 9000 SH SOLE 9000 0 0 LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748 BBG01HMFL134 377200 4000 SH SOLE 4000 0 0 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 BBG001S8CH99 336566 1900 SH SOLE 1900 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 1658646 6600 SH SOLE 6600 0 0 LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 1383035 8500 SH SOLE 8500 0 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 1680615 13500 SH SOLE 13500 0 0 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 390660 1500 SH SOLE 1500 0 0 MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 800456 1270 SH SOLE 1270 0 0 MASTEC INC COM 576323109 BBG001S95HF8 766116 3600 SH SOLE 3600 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 3355979 5900 SH SOLE 5900 0 0 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 1359670 1760 SH SOLE 1760 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1238120 13000 SH SOLE 13000 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 2853620 34000 SH SOLE 34000 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 11603204 15800 SH SOLE 15800 0 0 METLIFE INC COM 59156R108 BBG001S5T3R8 1153180 14000 SH SOLE 14000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 BBG001S6BYT5 693200 20000 SH SOLE 20000 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 1673200 10000 SH SOLE 10000 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 28487250 55000 SH SOLE 55000 0 0 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 812110 13000 SH SOLE 13000 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 484632 7200 SH SOLE 7200 0 0 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 2002896 12600 SH SOLE 12600 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 2038164 1700 SH SOLE 1700 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 1539996 20400 SH SOLE 20400 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 697300 10000 SH SOLE 10000 0 0 NISOURCE INC COM 65473P105 BBG001S5TMF9 866000 20000 SH SOLE 20000 0 0 NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 4048750 25000 SH SOLE 25000 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 30095354 161300 SH SOLE 161300 0 0 OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 354375 7500 SH SOLE 7500 0 0 ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 493100 10000 SH SOLE 10000 0 0 ONEOK INC NEW COM 682680103 BBG001S5TWK1 1021580 14000 SH SOLE 14000 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 4781080 17000 SH SOLE 17000 0 0 OSI SYSTEMS INC COM 671044105 BBG001SB1J54 1046808 4200 SH SOLE 4200 0 0 OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 393149 4300 SH SOLE 4300 0 0 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 2036200 10000 SH SOLE 10000 0 0 PATRICK INDS INC COM 703343103 BBG001S5V0V6 822269 7950 SH SOLE 7950 0 0 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 677306 10100 SH SOLE 10100 0 0 PEPSICO INC COM 713448108 BBG001S695T1 1558884 11100 SH SOLE 11100 0 0 PFIZER INC COM 717081103 BBG001S5V466 1019200 40000 SH SOLE 40000 0 0 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 2124820 13100 SH SOLE 13100 0 0 PITNEY BOWES INC COM 724479100 BBG001S5V171 912800 80000 SH SOLE 80000 0 0 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 1205580 6000 SH SOLE 6000 0 0 PPL CORP COM 69351T106 BBG001S5VC31 1114800 30000 SH SOLE 30000 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2765700 18000 SH SOLE 18000 0 0 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 641312 5600 SH SOLE 5600 0 0 PROPETRO HLDG CORP COM 74347M108 BBG00FYCQ3Y0 157200 30000 SH SOLE 30000 0 0 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 1348620 13000 SH SOLE 13000 0 0 PTC INC COM 69370C100 BBG001S6DNK6 1218120 6000 SH SOLE 6000 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 1513876 9100 SH SOLE 9100 0 0 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 943731 2700 SH SOLE 2700 0 0 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 BBG00V1L5ZR1 599760 17000 SH SOLE 17000 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 2611017 15604 SH SOLE 15604 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 1445700 6100 SH SOLE 6100 0 0 SANDISK CORP COM 80004C200 BBG01R388JK6 388885 3466 SH SOLE 3466 0 0 SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 619311 3300 SH SOLE 3300 0 0 SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 BBG01KJQM3Z7 341165 14658 SH SOLE 14658 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 BBG001SCYWS2 384900 5000 SH SOLE 5000 0 0 SLM CORP COM 78442P106 BBG001S5W4T0 553600 20000 SH SOLE 20000 0 0 SOUTHWEST AIRLS CO COM 844741108 BBG001S5SXC9 478650 15000 SH SOLE 15000 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 BBG001S63S71 278409 5300 SH SOLE 5300 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 BBG001SKF1N8 308800 8000 SH SOLE 8000 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 1367779 3700 SH SOLE 3700 0 0 SURO CAPITAL CORP COM NEW 86887Q109 BBG001V04MT8 756063 84007 SH SOLE 84007 0 0 SYNAPTICS INC COM 87157D109 BBG001SCDXM9 355368 5200 SH SOLE 5200 0 0 SYNCHRONY FINANCIAL COM 87165B103 BBG00658F3Q2 852600 12000 SH SOLE 12000 0 0 TARGET CORP COM 87612E106 BBG001SC0K41 448500 5000 SH SOLE 5000 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 751577 1690 SH SOLE 1690 0 0 TEXTRON INC COM 883203101 BBG001S5WZ39 1520820 18000 SH SOLE 18000 0 0 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 1729500 6000 SH SOLE 6000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1261052 2600 SH SOLE 2600 0 0 THOR INDS INC COM 885160101 BBG001S5WPH6 1244280 12000 SH SOLE 12000 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 1546578 10700 SH SOLE 10700 0 0 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 981937 4102 SH SOLE 4102 0 0 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 599984 13123 SH SOLE 13123 0 0 TYSON FOODS INC CL A 902494103 BBG001S871D5 477840 8800 SH SOLE 8800 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 668240 8000 SH SOLE 8000 0 0 UNITED PARKS & RESORTS INC COM 81282V100 BBG003RY97L1 206800 4000 SH SOLE 4000 0 0 UNITED RENTALS INC COM 911363109 BBG001SBGZ25 3245844 3400 SH SOLE 3400 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1484790 4300 SH SOLE 4300 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 BBG001S6S976 204440 1000 SH SOLE 1000 0 0 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 641387 13271 SH SOLE 13271 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1133910 25800 SH SOLE 25800 0 0 VIATRIS INC COM 92556V106 BBG00Y52JV51 260994 26363 SH SOLE 26363 0 0 VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 296964 11300 SH SOLE 11300 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 4301388 12600 SH SOLE 12600 0 0 WALMART INC COM 931142103 BBG001S5XH92 3339144 32400 SH SOLE 32400 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 388354 19885 SH SOLE 19885 0 0 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 2699004 32200 SH SOLE 32200 0 0 WESTERN DIGITAL CORP COM 958102105 BBG001S5XD28 1248624 10400 SH SOLE 10400 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 247900 10000 SH SOLE 10000 0 0 XENON PHARMACEUTICALS INC COM 98420N105 BBG002VBMLS5 441650 11000 SH SOLE 11000 0 0 XPO INC COM 983793100 BBG001SJW3C0 517080 4000 SH SOLE 4000 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 246250 2500 SH SOLE 2500 0 0 ZIONS BANCORPORATION N A COM 989701107 BBG001S5XN80 678960 12000 SH SOLE 12000 0 0