The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 BBG000B9ZXB4 41,823 307,500 SH   SOLE   307,500 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RY4 57,821 311,500 SH   SOLE   311,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 39,902 133,500 SH   SOLE   133,500 0 0
ADOBE SYS INC COM 00724F101 BBG000BB5006 37,508 96,951 SH   SOLE   96,951 0 0
ADVANCE AUTO PTS INC COM 00751Y106 BBG000F7RCJ1 260 5,603 SH   SOLE   5,603 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 48,033 338,500 SH   SOLE   338,500 0 0
AERCAP HOLDINGS N V SHS N00985106 BBG000Q9FZL4 7,605 65,000 SH   SOLE   65,000 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 BBG000C060M4 2,311 11,745 SH   SOLE   11,745 0 0
AFLAC INC COM 001055102 BBG000BBBNC6 14,798 140,317 SH   SOLE   140,317 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG000C2V3D6 2,714 23,000 SH   SOLE   23,000 0 0
AIRBNB INC CL A COM 009066101 BBG001Y2XS07 9,528 72,000 SH   SOLE   72,000 0 0
ALEXANDRIA REAL ESTATE EQUITIES INC COM 015271109 BBG000BC33T9 1,358 18,700 SH   SOLE   18,700 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG000BFGNJ5 6,848 21,000 SH   SOLE   21,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB30 4,435 25,000 SH   SOLE   25,000 0 0
ALPHABET INC CL A 02079K305 BBG009S39JX6 284,592 1,614,888 SH   SOLE   1,614,888 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 287,448 1,310,216 SH   SOLE   1,310,216 0 0
AMERICAN EXPRESS CO COM 025816109 BBG000BCQZS4 14,992 47,000 SH   SOLE   47,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG000B9XYV2 6,398 28,949 SH   SOLE   28,949 0 0
AMERICOLD RLTY TR INC COM 03064D108 BBG000QF05R6 915 55,000 SH   SOLE   55,000 0 0
AMETEK INC NEW COM 031100100 BBG000B9XG87 3,981 22,000 SH   SOLE   22,000 0 0
AMGEN INC COM 031162100 BBG000BBS2Y0 26,246 94,000 SH   SOLE   94,000 0 0
ANALOG DEVICES INC COM 032654105 BBG000BB6G37 25,706 108,000 SH   SOLE   108,000 0 0
ANSYS INC COM 03662Q105 BBG000GXZ4W7 6,322 18,000 SH   SOLE   18,000 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPK6 5,448 15,272 SH   SOLE   15,272 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 BBG006473QX9 175 15,000 SH   SOLE   15,000 0 0
ATLASSIAN CORP CL A 049468101 BBG01BGWHFR5 7,108 35,000 SH   SOLE   35,000 0 0
AT&T INC COM 00206R102 BBG000BSJK37 38,346 1,325,000 SH   SOLE   1,325,000 0 0
AUTODESK INC COM 052769106 BBG000BM7HL0 13,621 44,000 SH   SOLE   44,000 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 BBG000JG0547 20,354 66,000 SH   SOLE   66,000 0 0
AVALONBAY CMNTYS INC COM 053484101 BBG000BLPBL5 3,765 18,500 SH   SOLE   18,500 0 0
BAKER HUGHES CO CL A 05722G100 BBG00GBVBK51 6,230 162,500 SH   SOLE   162,500 0 0
BANK AMER CORP COM 060505104 BBG000BCTLF6 63,202 1,335,620 SH   SOLE   1,335,620 0 0
BANK MONTREAL QUE COM 063671101 BBG000BXSQ97 2,616 23,701 SH   SOLE   23,701 0 0
BANK NEW YORK MELLON CORP COM 064058100 BBG000BD8PN9 19,133 210,000 SH   SOLE   210,000 0 0
BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 8,613 50,000 SH   SOLE   50,000 0 0
BENTLEY SYS INC CL B 08265T208 BBG000BMSRR9 1,808 33,500 SH   SOLE   33,500 0 0
BEST BUY INC COM 086516101 BBG000BCWCG1 1,491 22,211 SH   SOLE   22,211 0 0
BIOGEN INC COM 09062X103 BBG000C17X76 3,014 24,000 SH   SOLE   24,000 0 0
BLACKROCK INC NEW COM 09290D101 BBG01PSW2WN4 50,000 47,653 SH   SOLE   47,653 0 0
BLOCK INC CL A 852234103 BBG0018SLC07 7,472 110,000 SH   SOLE   110,000 0 0
BOOKING HLDGS INC COM 09857L108 BBG000BLBVN4 29,815 5,150 SH   SOLE   5,150 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LW92 28,249 263,000 SH   SOLE   263,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 BBG000DQLV23 16,317 352,500 SH   SOLE   352,500 0 0
BROOKFIELD CORP VTG SHS CL A 11271J107 BBG000C9K6K8 6,471 105,000 SH   SOLE   105,000 0 0
BROWN FORMAN CORP CL B 115637209 BBG000BD2NY8 2,467 91,681 SH   SOLE   91,681 0 0
BXP INC COM 101121101 BBG000BS5CM9 3,065 45,430 SH   SOLE   45,430 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG000BTCH57 1,241 12,937 SH   SOLE   12,937 0 0
CADENCE DESIGN SYS INC COM 127387108 BBG000C13CD9 17,719 57,500 SH   SOLE   57,500 0 0
CANADIAN IMPERIAL BK COMM TORONTO ONT COM 136069101 BBG000BY34Q2 2,934 41,508 SH   SOLE   41,508 0 0
CARRIER GLOBAL CORP COM 14448C104 BBG00RP5HYS8 9,368 128,000 SH   SOLE   128,000 0 0
CATERPILLAR INC COM 149123101 BBG000BF0K17 33,774 87,000 SH   SOLE   87,000 0 0
CBOE GLOBAL MKTS INC COM 12503M108 BBG000QH56C1 9,865 42,300 SH   SOLE   42,300 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD SHARE M22465104 BBG000K82ZT8 3,136 14,172 SH   SOLE   14,172 0 0
CHEVRON CORP NEW COM 166764100 BBG000K4ND22 39,878 278,500 SH   SOLE   278,500 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG000QX74T1 12,072 215,000 SH   SOLE   215,000 0 0
CHUBB LTD COM H1467J104 BBG000BR14K5 24,734 85,371 SH   SOLE   85,371 0 0
CINTAS CORP COM 172908105 BBG000H3YXF8 17,896 80,300 SH   SOLE   80,300 0 0
CISCO SYS INC COM 17275R102 BBG000C3J3C9 57,932 835,000 SH   SOLE   835,000 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 20,940 246,000 SH   SOLE   246,000 0 0
CLOUDFLARE INC CL A 18915M107 BBG001WMKHH5 12,337 63,000 SH   SOLE   63,000 0 0
CME GROUP INC COM 12572Q105 BBG000BHLYP4 25,801 93,611 SH   SOLE   93,611 0 0
COCA COLA CO COM 191216100 BBG000BMX289 58,793 831,000 SH   SOLE   831,000 0 0
COCA-COLA EUROPACIFIC PARTNERS PLC SHS EURO G25839104 BBG00B6BFWH9 14,835 160,000 SH   SOLE   160,000 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A 192446102 BBG000BBDV81 9,808 125,700 SH   SOLE   125,700 0 0
COLGATE PALMOLIVE CO COM 194162103 BBG000BFQYY3 12,908 142,000 SH   SOLE   142,000 0 0
COMCAST CORP NEW CL A 20030N101 BBG000BFT2L4 20,290 568,500 SH   SOLE   568,500 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG000J1QLT0 1,708 10,500 SH   SOLE   10,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRNP7 17,106 53,000 SH   SOLE   53,000 0 0
CORTEVA INC COM 22052L104 BBG00BN969C1 4,844 65,000 SH   SOLE   65,000 0 0
COUSINS PPTYS INC COM NEW 222795502 BBG000CW9BM7 2,447 81,500 SH   SOLE   81,500 0 0
CRH PLC SHS G25508105 BBG000D3JXM1 13,770 150,000 SH   SOLE   150,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKS03 24,956 49,000 SH   SOLE   49,000 0 0
CSX CORP COM 126408103 BBG000BGJRC8 9,920 304,000 SH   SOLE   304,000 0 0
CUMMINS INC COM 231021106 BBG000BGPTV6 8,024 24,500 SH   SOLE   24,500 0 0
DANAHER CORP COM 235851102 BBG000BH3JF8 25,581 129,500 SH   SOLE   129,500 0 0
DATADOG INC CL A 23804L103 BBG003NJHZT9 8,060 60,000 SH   SOLE   60,000 0 0
DBX ETF TR XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF 23306X605 BBG01G26Y9Y3 2,431,268 62,536,796 SH   SOLE   62,536,796 0 0
DECKERS OUTDOOR CORP COM 243537107 BBG000BKXYX5 2,989 29,000 SH   SOLE   29,000 0 0
DEERE & CO COM 244199105 BBG000BH1NH9 20,440 40,197 SH   SOLE   40,197 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZS1 8,337 68,000 SH   SOLE   68,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSYX9 5,771 42,000 SH   SOLE   42,000 0 0
DICKS SPORTING GOODS INC OC-COM 253393102 BBG000F6ZWH2 3,531 17,850 SH   SOLE   17,850 0 0
DIGITAL RLTY TR INC COM 253868103 BBG000Q5ZRM7 5,683 32,600 SH   SOLE   32,600 0 0
DISNEY WALT CO DISNEY COM 254687106 BBG000BH4R78 35,343 285,000 SH   SOLE   285,000 0 0
DOCUSIGN INC COM 256163106 BBG000N7KJX8 3,466 44,500 SH   SOLE   44,500 0 0
DOLLAR TREE INC COM 256746108 BBG000BSC0K9 1,216 12,282 SH   SOLE   12,282 0 0
DOMINION ENERGY INC COM 25746U109 BBG000BGVW60 4,804 85,000 SH   SOLE   85,000 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCJ3 14,298 58,000 SH   SOLE   58,000 0 0
DOVER CORP COM 260003108 BBG000BHB3M6 2,748 15,000 SH   SOLE   15,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG000BHGDH5 19,470 165,000 SH   SOLE   165,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961G4 4,458 65,000 SH   SOLE   65,000 0 0
EATON CORP PLC SHS G29183103 BBG000BJ3PD2 30,558 85,600 SH   SOLE   85,600 0 0
EBAY INC COM 278642103 BBG000C43RR5 5,585 75,000 SH   SOLE   75,000 0 0
ECOLAB INC COM 278865100 BBG000BHKYH4 14,873 55,200 SH   SOLE   55,200 0 0
EDISON INTL COM 281020107 BBG000D7RKJ5 3,199 62,000 SH   SOLE   62,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXP69 5,162 66,000 SH   SOLE   66,000 0 0
ELEVANCE HEALTH INC COM 036752103 BBG000BCG930 14,819 38,100 SH   SOLE   38,100 0 0
EMERSON ELEC CO COM 291011104 BBG000BHX7N2 18,733 140,500 SH   SOLE   140,500 0 0
EOG RES INC COM 26875P101 BBG000BZ9223 3,528 29,500 SH   SOLE   29,500 0 0
EPR PPTYS COM SH BEN INT 26884U109 BBG000BSZYR3 437 7,500 SH   SOLE   7,500 0 0
EQT CORP COM 26884L109 BBG000BHZ5J9 7,727 132,500 SH   SOLE   132,500 0 0
EQUINIX INC COM PAR $0.001 29444U700 BBG000MBDGM6 4,932 6,200 SH   SOLE   6,200 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG000BG8M31 4,292 63,600 SH   SOLE   63,600 0 0
ESSEX PPTY TR INC COM 297178105 BBG000CGJMB9 567 2,000 SH   SOLE   2,000 0 0
EXELON CORP COM 30161N101 BBG000J6XT05 7,164 165,000 SH   SOLE   165,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 BBG000BJ5GK2 2,045 17,898 SH   SOLE   17,898 0 0
EXTRA SPACE STORAGE INC COM 30225T102 BBG000PV27K3 2,020 13,700 SH   SOLE   13,700 0 0
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 82,467 765,000 SH   SOLE   765,000 0 0
FASTENAL CO COM 311900104 BBG000BJ8YN7 3,390 80,706 SH   SOLE   80,706 0 0
FEDEX CORP COM 31428X106 BBG000BJF1Z8 2,728 12,000 SH   SOLE   12,000 0 0
FIDELITY NATL INFORMATION SVCS INC COM 31620M106 BBG000BK2F42 7,408 91,000 SH   SOLE   91,000 0 0
FISERV INC COM 337738108 BBG000BJKPG0 14,655 85,000 SH   SOLE   85,000 0 0
FLUTTER ENTMT PLC ORD SHS G3643J108 BBG000P2GPN9 8,001 28,000 SH   SOLE   28,000 0 0
FORTINET INC COM 34959E109 BBG000BCMBG4 14,537 137,500 SH   SOLE   137,500 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 3,381 78,000 SH   SOLE   78,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHXQ3 21,800 68,100 SH   SOLE   68,100 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 BBG003MSMCS6 2,241 48,000 SH   SOLE   48,000 0 0
GARTNER INC COM 366651107 BBG000BB65D0 6,468 16,000 SH   SOLE   16,000 0 0
GEN DIGITAL INC COM 668771108 BBG000BH2JM1 3,263 111,000 SH   SOLE   111,000 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 7,874 160,000 SH   SOLE   160,000 0 0
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 23,948 216,000 SH   SOLE   216,000 0 0
GODADDY INC CL A 380237107 BBG006MDLY05 5,582 31,000 SH   SOLE   31,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CFJ5 31,254 44,159 SH   SOLE   44,159 0 0
GRAINGER W W INC COM 384802104 BBG000BKR1D6 4,243 4,079 SH   SOLE   4,079 0 0
HALLIBURTON CO COM 406216101 BBG000BKTFN2 1,442 70,744 SH   SOLE   70,744 0 0
HESS CORP COM 42809H107 BBG000BBD070 7,343 53,000 SH   SOLE   53,000 0 0
HEWLETT PACKARD ENTERPRISE CO COM 42824C109 BBG0078W3NQ3 5,522 270,000 SH   SOLE   270,000 0 0
HIGHWOODS PPTYS INC COM 431284108 BBG000C43744 2,176 70,000 SH   SOLE   70,000 0 0
HILTON WORLDWIDE HLDGS INC COM NEW 43300A203 BBG0058KMH30 10,254 38,500 SH   SOLE   38,500 0 0
HOME DEPOT INC COM 437076102 BBG000BKZB36 64,564 176,096 SH   SOLE   176,096 0 0
HOST HOTELS & RESORTS INC COM 44107P104 BBG000BL8804 768 50,000 SH   SOLE   50,000 0 0
HUBSPOT INC COM 443573100 BBG000N7MZ06 6,012 10,800 SH   SOLE   10,800 0 0
HUDSON PAC PPTYS INC COM 444097109 BBG000QC4T33 447 163,000 SH   SOLE   163,000 0 0
HUMANA INC COM 444859102 BBG000BLKK03 2,323 9,500 SH   SOLE   9,500 0 0
HYATT HOTELS CORP COM CL A 448579102 BBG000CVRFS4 978 7,000 SH   SOLE   7,000 0 0
IDEXX LABS INC COM 45168D104 BBG000BLRT07 3,754 7,000 SH   SOLE   7,000 0 0
ILLUMINA INC COM 452327109 BBG000DSMS70 859 9,000 SH   SOLE   9,000 0 0
INGERSOLL RAND INC COM 45687V106 BBG002R1CW27 7,153 86,000 SH   SOLE   86,000 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 BBG000C1FB75 27,117 147,800 SH   SOLE   147,800 0 0
INTERNATIONAL BUSINESS MACHS CORP COM 459200101 BBG000BLNNH6 59,742 202,668 SH   SOLE   202,668 0 0
INTUIT COM 461202103 BBG000BH5DV1 48,301 61,324 SH   SOLE   61,324 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 18,096 33,300 SH   SOLE   33,300 0 0
INVITATION HOMES INC COM 46187W107 BBG00FQH6BS9 3,313 101,000 SH   SOLE   101,000 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FYS2 2,364 15,000 SH   SOLE   15,000 0 0
ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF 46435U853 BBG00J2DRZT9 640,671 17,080,000 SH   SOLE   17,080,000 0 0
ISHARES TR CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF 46436E155 BBG01GX6C857 2,437,522 32,992,268 SH   SOLE   32,992,268 0 0
ISHARES TR MSCI EMERGING MKTS INDEX FD 464287234 BBG000M0P5L2 2,986 61,907 SH   SOLE   61,907 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG000CGC9C4 6,405 29,681 SH   SOLE   29,681 0 0
ISHARES TR US REAL ESTATE ETF 464287739 BBG000BXW687 81,026 854,977 SH   SOLE   854,977 0 0
JACKSON FINL INC CL A 46817M107 BBG00922Y5Z6 1,211 13,638 SH   SOLE   13,638 0 0
JBG SMITH PPTYS COM 46590V100 BBG00F5FNKJ7 554 32,000 SH   SOLE   32,000 0 0
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 64,552 422,600 SH   SOLE   422,600 0 0
JOHNSON CTLS INTL PLC SHS G51502105 BBG000BVWLJ6 10,984 104,000 SH   SOLE   104,000 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG000DMBXR2 132,741 457,869 SH   SOLE   457,869 0 0
KEURIG DR PEPPER INC COM 49271V100 BBG000TJM7F0 13,059 395,000 SH   SOLE   395,000 0 0
KILROY RLTY CORP COM 49427F108 BBG000BLMXN8 1,887 55,000 SH   SOLE   55,000 0 0
KIMCO RLTY CORP COM 49446R109 BBG000CN3S73 1,776 84,500 SH   SOLE   84,500 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG0019JZ882 12,642 430,000 SH   SOLE   430,000 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG000JWD753 2,611 60,000 SH   SOLE   60,000 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG000FKJRC5 2,182 27,000 SH   SOLE   27,000 0 0
LENNOX INTL INC COM 526107107 BBG000BB5B84 5,102 8,900 SH   SOLE   8,900 0 0
LIBERTY MEDIA CORP DEL COM LIBERTY FORMULA ONE SER C 531229755 BBG01HLMBCG3 3,449 33,000 SH   SOLE   33,000 0 0
LILLY ELI & CO COM 532457108 BBG000BNBDC2 112,330 144,100 SH   SOLE   144,100 0 0
LINDE PLC NEW SHS G54950103 BBG01FND0CC1 16,360 34,870 SH   SOLE   34,870 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG000R8ZVD1 4,039 17,000 SH   SOLE   17,000 0 0
MACERICH CO COM 554382101 BBG000BL9C59 3,293 203,500 SH   SOLE   203,500 0 0
MANULIFE FINL CORP COM 56501R106 BBG000C0QCK8 11,621 365,000 SH   SOLE   365,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG000BGD7W6 10,109 37,000 SH   SOLE   37,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG000BP4MH0 39,465 180,500 SH   SOLE   180,500 0 0
MARTIN MARIETTA MATLS INC COM 573284106 BBG000BGYMH7 3,294 6,000 SH   SOLE   6,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ153 13,584 175,500 SH   SOLE   175,500 0 0
MASTERCARD INC CL A 57636Q104 BBG000F1ZSQ2 93,296 166,025 SH   SOLE   166,025 0 0
MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y5W4 8,340 110,000 SH   SOLE   110,000 0 0
MCDONALDS CORP COM 580135101 BBG000BNSZP1 40,435 138,397 SH   SOLE   138,397 0 0
MCKESSON CORP COM 58155Q103 BBG000DYGNW7 29,625 40,428 SH   SOLE   40,428 0 0
MEDICAL PPTYS TR INC COM 58463J304 BBG000BGRB25 728 168,900 SH   SOLE   168,900 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 19,472 7,450 SH   SOLE   7,450 0 0
MERCK & CO INC NEW COM 58933Y105 BBG000BPD168 34,276 433,000 SH   SOLE   433,000 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 269,034 364,500 SH   SOLE   364,500 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 391,421 786,919 SH   SOLE   786,919 0 0
MONDELEZ INTL INC CL A 609207105 BBG000D4LWF6 17,872 265,000 SH   SOLE   265,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1C0 5,164 82,435 SH   SOLE   82,435 0 0
MORGAN STANLEY COM NEW 617446448 BBG000BLZRJ2 34,508 244,984 SH   SOLE   244,984 0 0
NETEASE INC SPONSORED ADR 64110W102 BBG000BX72V8 3,694 27,452 SH   SOLE   27,452 0 0
NETFLIX INC COM 64110L106 BBG000CL9VN6 91,061 68,000 SH   SOLE   68,000 0 0
NEWMONT CORP COM 651639106 BBG000BPWXK1 8,273 142,000 SH   SOLE   142,000 0 0
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 31,264 450,356 SH   SOLE   450,356 0 0
NIKE INC CL B 654106103 BBG000C5HS04 14,680 206,646 SH   SOLE   206,646 0 0
NISOURCE INC COM 65473P105 BBG000BPZBB6 6,918 171,500 SH   SOLE   171,500 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG000BQ5DS5 9,343 36,500 SH   SOLE   36,500 0 0
NVIDIA CORP COM 67066G104 BBG000BBJQV0 430,260 2,723,340 SH   SOLE   2,723,340 0 0
OKTA INC CL A 679295105 BBG001YV1SM4 3,499 35,000 SH   SOLE   35,000 0 0
OLD DOMINION FREIGHT LINE INC COM 679580100 BBG000CHSS88 3,246 20,000 SH   SOLE   20,000 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 BBG000BGBTC2 916 25,000 SH   SOLE   25,000 0 0
ONEOK INC NEW COM 682680103 BBG000BQHGR6 7,673 94,000 SH   SOLE   94,000 0 0
ORACLE CORP COM 68389X105 BBG000BQLTW7 83,426 381,587 SH   SOLE   381,587 0 0
PACCAR INC COM 693718108 BBG000BQVTF5 8,793 92,500 SH   SOLE   92,500 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG000N7QR55 62,503 458,500 SH   SOLE   458,500 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG0014GJCT9 29,570 144,500 SH   SOLE   144,500 0 0
PARK HOTELS & RESORTS INC COM 700517105 BBG00FGXCJX5 205 20,000 SH   SOLE   20,000 0 0
PAYCHEX INC COM 704326107 BBG000BQSQ38 6,182 42,500 SH   SOLE   42,500 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXV6 7,675 103,270 SH   SOLE   103,270 0 0
PEPSICO INC COM 713448108 BBG000DH7JK6 23,305 176,500 SH   SOLE   176,500 0 0
PFIZER INC COM 717081103 BBG000BR2B91 23,804 982,000 SH   SOLE   982,000 0 0
PIEDMONT RLTY TR INC COM CL A 720190206 BBG000JVJ8N7 627 86,000 SH   SOLE   86,000 0 0
PINTEREST INC CL A 72352L106 BBG002583CV8 3,407 95,000 SH   SOLE   95,000 0 0
POLARIS INC COM 731068102 BBG000D5S4M0 468 11,506 SH   SOLE   11,506 0 0
PPG INDS INC COM 693506107 BBG000BRJ809 5,517 48,500 SH   SOLE   48,500 0 0
PROCTER & GAMBLE CO COM 742718109 BBG000BR2TH3 71,853 451,000 SH   SOLE   451,000 0 0
PROGRESSIVE CORP OH COM 743315103 BBG000BR37X2 37,199 139,395 SH   SOLE   139,395 0 0
PROLOGIS INC COM 74340W103 BBG000B9Z0J8 7,569 72,000 SH   SOLE   72,000 0 0
PRUDENTIAL FINL INC COM 744320102 BBG000HCJMF9 5,780 53,798 SH   SOLE   53,798 0 0
PTC INC COM 69370C100 BBG000C2VBB0 4,395 25,500 SH   SOLE   25,500 0 0
PUBLIC STORAGE COM 74460D109 BBG000BPPN67 3,228 11,000 SH   SOLE   11,000 0 0
PUBLIC SVC ENTERPRISE GROUP INC COM 744573106 BBG000BQZMH4 6,819 81,000 SH   SOLE   81,000 0 0
QUALCOMM INC COM 747525103 BBG000CGC1X8 37,108 233,000 SH   SOLE   233,000 0 0
QUANTA SVCS INC COM 74762E102 BBG000BBL8V7 8,960 23,700 SH   SOLE   23,700 0 0
REALTY INCOME CORP COM 756109104 BBG000DHPN63 3,111 54,000 SH   SOLE   54,000 0 0
REGENERON PHARMACEUTICALS INC COM 75886F107 BBG000C734W3 7,823 14,900 SH   SOLE   14,900 0 0
REPUBLIC SVCS INC COM 760759100 BBG000BPXVJ6 14,180 57,500 SH   SOLE   57,500 0 0
REVVITY INC COM 714046109 BBG000FXW512 3,288 34,000 SH   SOLE   34,000 0 0
REXFORD INDL RLTY INC COM 76169C100 BBG004MB82R0 1,209 34,000 SH   SOLE   34,000 0 0
RLJ LODGING TR L P COM 74965L101 BBG001HPC9F4 728 100,000 SH   SOLE   100,000 0 0
ROBERT HALF INC COM 770323103 BBG000BS5DR2 798 19,432 SH   SOLE   19,432 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXN8 9,550 102,000 SH   SOLE   102,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG000BBCDZ2 6,311 19,000 SH   SOLE   19,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG000F1ZSN5 11,337 20,000 SH   SOLE   20,000 0 0
ROSS STORES INC COM 778296103 BBG000BSBZH7 1,843 14,446 SH   SOLE   14,446 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 BBG000BCJG31 3,300 25,143 SH   SOLE   25,143 0 0
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD REGISTERED SHARES DL 01 V7780T103 BBG000BB5792 12,682 40,500 SH   SOLE   40,500 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 BBG000MTDW24 1,291 70,000 SH   SOLE   70,000 0 0
SAFEHOLD INC NEW COM 78646V107 BBG000H35J52 622 40,000 SH   SOLE   40,000 0 0
SALESFORCE INC COM 79466L302 BBG000BN2DC2 55,901 205,000 SH   SOLE   205,000 0 0
SCHLUMBERGER LTD COM 806857108 BBG000BT41Q8 7,392 218,685 SH   SOLE   218,685 0 0
SCHWAB CHARLES CORP NEW COM 808513105 BBG000BSLZY7 21,348 233,971 SH   SOLE   233,971 0 0
SEMPRA COM 816851109 BBG000C2ZCH8 2,197 29,000 SH   SOLE   29,000 0 0
SERVICENOW INC COM 81762P102 BBG000M1R011 50,154 48,784 SH   SOLE   48,784 0 0
SHERWIN-WILLIAMS CO COM 824348106 BBG000BSXQV7 10,644 31,000 SH   SOLE   31,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG000BJ2D31 4,839 30,100 SH   SOLE   30,100 0 0
SL GREEN RLTY CORP COM PAR$ 78440X887 BBG000BVP5P2 681 11,000 SH   SOLE   11,000 0 0
SMURFIT WESTROCK PLC SHS G8267P108 BBG01NK9ZXT4 5,396 125,046 SH   SOLE   125,046 0 0
SNAP INC CL A 83304A106 BBG00441QMJ7 1,434 165,000 SH   SOLE   165,000 0 0
SNOWFLAKE INC CL A 833445109 BBG007DHGNJ4 13,202 59,000 SH   SOLE   59,000 0 0
SOUTHERN CO COM 842587107 BBG000BT9DW0 20,937 228,000 SH   SOLE   228,000 0 0
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 14,271 27,064 SH   SOLE   27,064 0 0
SPDR SER TR PORTFOLIO HIGH YIELD BD ETF 78468R606 BBG0034VNB73 672,350 28,250,000 SH   SOLE   28,250,000 0 0
SPDR SER TR S&P BIOTECH ETF 78464A870 BBG000MQQ963 7,491 90,329 SH   SOLE   90,329 0 0
STARBUCKS CORP COM 855244109 BBG000CTQBF3 20,299 221,533 SH   SOLE   221,533 0 0
STATE STR CORP COM 857477103 BBG000BKFBD7 12,101 113,800 SH   SOLE   113,800 0 0
SUN CMNTYS INC COM 866674104 BBG000BLJWF3 1,480 11,700 SH   SOLE   11,700 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 BBG000MYZDJ3 5,391 110,000 SH   SOLE   110,000 0 0
SYNOPSYS INC COM 871607107 BBG000BSFRF3 20,890 40,746 SH   SOLE   40,746 0 0
TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR 874039100 BBG000BD8ZK0 8,641 38,150 SH   SOLE   38,150 0 0
TARGET CORP COM 87612E106 BBG000H8TVT2 5,722 58,000 SH   SOLE   58,000 0 0
TECHNIPFMC PLC COM G87110105 BBG00DL8NMV2 1,620 47,040 SH   SOLE   47,040 0 0
TESLA INC COM 88160R101 BBG000N9MNX3 142,788 449,500 SH   SOLE   449,500 0 0
TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 3,381 16,285 SH   SOLE   16,285 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 28,707 70,800 SH   SOLE   70,800 0 0
T-MOBILE US INC COM 872590104 BBG000NDV1D4 25,934 108,847 SH   SOLE   108,847 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 BBG000BCRMB0 2,518 34,383 SH   SOLE   34,383 0 0
TRACTOR SUPPLY CO COM 892356106 BBG000BLXZN1 7,785 147,525 SH   SOLE   147,525 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 11,591 26,500 SH   SOLE   26,500 0 0
TRIMBLE INC COM 896239100 BBG000BNPS52 3,951 52,000 SH   SOLE   52,000 0 0
TWILIO INC CL A 90138F102 BBG0029ZX840 3,731 30,000 SH   SOLE   30,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 27,057 290,000 SH   SOLE   290,000 0 0
UDR INC COM 902653104 BBG000C41023 3,021 74,000 SH   SOLE   74,000 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4VD6 3,509 7,500 SH   SOLE   7,500 0 0
UNION PAC CORP COM 907818108 BBG000BW3299 20,132 87,500 SH   SOLE   87,500 0 0
UNITED PARCEL SVC INC CL B 911312106 BBG000L9CV04 7,772 77,000 SH   SOLE   77,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 56,342 180,600 SH   SOLE   180,600 0 0
US BANCORP DEL COM NEW 902973304 BBG000FFDM15 5,113 113,000 SH   SOLE   113,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 BBG000BBGGQ1 3,267 24,308 SH   SOLE   24,308 0 0
WALMART INC COM 931142103 BBG000BWXBC2 71,379 730,000 SH   SOLE   730,000 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG000FLHZZ2 14,658 78,500 SH   SOLE   78,500 0 0
WASTE MGMT INC DEL COM 94106L109 BBG000BWVSR1 14,873 65,000 SH   SOLE   65,000 0 0
VEEVA SYS INC CL A COM 922475108 BBG001CGB489 9,081 31,533 SH   SOLE   31,533 0 0
WELLS FARGO & CO NEW COM 949746101 BBG000BWQFY7 31,768 396,500 SH   SOLE   396,500 0 0
WELLTOWER INC COM 95040Q104 BBG000BKY1G5 3,920 25,500 SH   SOLE   25,500 0 0
VENTAS INC COM 92276F100 BBG000FRVHB9 1,705 27,000 SH   SOLE   27,000 0 0
VERALTO CORP COM 92338C103 BBG019Q32XJ9 2,423 24,000 SH   SOLE   24,000 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG000BCZL41 8,099 26,000 SH   SOLE   26,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS77T5 29,575 683,500 SH   SOLE   683,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG000C1S2X2 19,945 44,800 SH   SOLE   44,800 0 0
VERTIV HLDGS CO CL A 92537N108 BBG00L2B8KW8 6,035 47,000 SH   SOLE   47,000 0 0
WILLIAMS SONOMA INC COM 969904101 BBG000FSMWC3 3,267 20,000 SH   SOLE   20,000 0 0
VISA INC COM CL A 92826C839 BBG000PSKYX7 112,785 317,660 SH   SOLE   317,660 0 0
WORKDAY INC CL A 98138H101 BBG000VC0T95 15,772 65,716 SH   SOLE   65,716 0 0
VORNADO RLTY TR COM 929042109 BBG000BWHD54 1,224 32,000 SH   SOLE   32,000 0 0
VULCAN MATLS CO COM 929160109 BBG000BWGYF8 5,608 21,500 SH   SOLE   21,500 0 0
XCEL ENERGY INC COM 98389B100 BBG000BCTQ65 10,930 160,500 SH   SOLE   160,500 0 0
XYLEM INC COM 98419M100 BBG001D8R5D0 3,105 24,000 SH   SOLE   24,000 0 0
YUM BRANDS INC COM 988498101 BBG000BH3GZ2 6,668 45,000 SH   SOLE   45,000 0 0
ZOETIS INC COM 98978V103 BBG0039320N9 12,944 83,000 SH   SOLE   83,000 0 0
ZSCALER INC COM 98980G102 BBG003338H34 6,436 20,500 SH   SOLE   20,500 0 0
3M CO COM 88579Y101 BBG000BP52R2 16,793 110,309 SH   SOLE   110,309 0 0