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COM 74340W103 8504 83697 SH SOLE 83697 0 0 PUBLIC STORAGE COM 74460D109 43062 147066 SH SOLE 147066 0 0 QUALCOMM INC COM 747525103 39868 352878 SH SOLE 352878 0 0 RITHM CAPITAL CORP COM NEW 64828T201 42867 5856136 SH SOLE 5856136 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 29331 773903 SH SOLE 773903 0 0 S&P GLOBAL INC COM 78409V104 10173 33315 SH SOLE 33315 0 0 SALESFORCE INC COM 79466L302 49519 344263 SH SOLE 344263 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 4076 56600 SH SOLE 56600 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 26015 214807 SH SOLE 214807 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 18532 156018 SH SOLE 156018 0 0 SERVICENOW INC COM 81762P102 112805 298734 SH SOLE 298734 0 0 SHELL PLC SPON ADS 780259305 27682 556310 SH SOLE 1112620 0 0 SIMON PPTY GROUP INC NEW COM 828806109 25993 289614 SH SOLE 289614 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 8793 103124 SH SOLE 103124 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 29655 337566 SH SOLE 337566 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 324763 10956900 SH SOLE 10956900 0 0 SPDR SER TR S&P BIOTECH 78464A870 7059 88992 SH SOLE 88992 0 0 SYNOPSYS INC COM 871607107 29409 96263 SH SOLE 96263 0 0 TESLA INC COM 88160R101 18351 69182 SH SOLE 69182 0 0 TEXAS INSTRS INC COM 882508104 44613 288232 SH SOLE 288232 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 3727 7349 SH SOLE 7349 0 0 TPG RE FIN TR INC COM 87266M107 23689 3384135 SH SOLE 3384135 0 0 ULTA BEAUTY INC COM 90384S303 4814 12000 SH SOLE 12000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 10549 20888 SH SOLE 20888 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 192817 3063500 SH SOLE 0 0 3063500 VERIZON COMMUNICATIONS INC COM 92343V104 64993 1711699 SH SOLE 1711699 0 0 VISA INC COM CL A 92826C839 82550 464679 SH SOLE 464679 0 0 WOLFSPEED INC COM 977852102 66444 642839 SH SOLE 642839 0 0 YUM CHINA HLDGS INC COM 98850P109 6466 136065 SH SOLE 136065 0 0