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COM 74340W103 9847 83697 SH SOLE 83697 0 0 PUBLIC STORAGE COM 74460D109 19226 61489 SH SOLE 61489 0 0 QUALCOMM INC COM 747525103 45077 352878 SH SOLE 352878 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 28828 825789 SH SOLE 825789 0 0 S&P GLOBAL INC COM 78409V104 44387 131688 SH SOLE 131688 0 0 SALESFORCE INC COM 79466L302 57670 349431 SH SOLE 349431 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 26968 210296 SH SOLE 210296 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 24061 189279 SH SOLE 189279 0 0 SERVICENOW INC COM 81762P102 142054 298734 SH SOLE 298734 0 0 SHELL PLC SPON ADS 780259305 29094 556390 SH SOLE 0 0 556390 SIMON PPTY GROUP INC NEW COM 828806109 27490 289614 SH SOLE 289614 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 13003 140357 SH SOLE 140357 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 30621 337566 SH SOLE 337566 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 362345 10956900 SH SOLE 10956900 0 0 SPDR SER TR S&P DIVID ETF 78464A763 11913 100370 SH SOLE 100370 0 0 SPDR SER TR S&P BIOTECH 78464A870 6416 86392 SH SOLE 86392 0 0 SYNOPSYS INC COM 871607107 45500 149819 SH SOLE 149819 0 0 TESLA INC COM 88160R101 14635 21732 SH SOLE 21732 0 0 TEXAS INSTRS INC COM 882508104 44287 288232 SH SOLE 288232 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 39977 73584 SH SOLE 73584 0 0 TPG RE FIN TR INC COM 87266M107 30491 3384135 SH SOLE 3384135 0 0 ULTA BEAUTY INC COM 90384S303 10408 27000 SH SOLE 27000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 14382 28000 SH SOLE 28000 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 214935 3063500 SH SOLE 0 0 3063500 VERIZON COMMUNICATIONS INC COM 92343V104 86869 1711699 SH SOLE 1711699 0 0 VISA INC COM CL A 92826C839 146282 742964 SH SOLE 742964 0 0 WOLFSPEED INC COM 977852102 61097 962916 SH SOLE 962916 0 0 YUM CHINA HLDGS INC COM 98850P109 6613 136065 SH SOLE 136065 0 0