iShares North American Tech-Software ETF COM 464287515 8988 49200 SH SOLE 0 0 49200 iShares Nasdaq Biotechnology ETF COM 464287556 16209 147600 SH SOLE 0 0 147600 iShares U.S. Home Construction ETF COM 464288752 16893 442800 SH SOLE 0 0 442800 iShares Core MSCI Emerging Markets ETF COM 46434G103 21960 418200 SH SOLE 0 0 418200 SPDR S&P Metals & Mining ETF COM 78464A755 34030 959400 SH SOLE 0 0 959400 SPDR S&P Bank ETF COM 78464A797 35964 762600 SH SOLE 0 0 762600 SPDR S&P Biotech ETF COM 78464A870 21075 221400 SH SOLE 0 0 221400 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF COM 78468R663 15770 172200 SH SOLE 0 0 172200 Health Care Select Sector SPDR Fund COM 81369Y209 49275 590400 SH SOLE 0 0 590400 Financial Select Sector SPDR Fund COM 81369Y605 49059 1845000 SH SOLE 0 0 1845000 Technology Select Sector SPDR Fund COM 81369Y803 66650 959400 SH SOLE 0 0 959400