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
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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   57,005,000 500,000 SH   SOLE   500,000 0 0
AbbVie Inc COM 00287Y109   159,958,800 810,000 SH   SOLE   810,000 0 0
Adobe Inc COM 00724F101   9,837,820 19,000 SH   SOLE   19,000 0 0
Advanced Micro Devices Inc COM 007903107   44,088,296 268,700 SH   SOLE   268,700 0 0
Akamai Technologies Inc COM 00971T101   383,610 3,800 SH   SOLE   3,800 0 0
Alphabet Inc CAP STK CL C 02079K107   104,493,750 625,000 SH   SOLE   625,000 0 0
Alphabet Inc CAP STK CL A 02079K305   477,050,940 2,876,400 SH   SOLE   2,876,400 0 0
AMAZON COM INC COM 023135106   349,797,309 1,877,300 SH   SOLE   1,877,300 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   5,703,360 39,000 SH   SOLE   39,000 0 0
Analog Devices Inc COM 032654105   16,203,968 70,400 SH   SOLE   70,400 0 0
Aon PLC SHS CL A G0403H108   6,573,810 19,000 SH   SOLE   19,000 0 0
Apple Inc COM 037833100   544,923,391 2,338,727 SH   SOLE   2,338,727 0 0
APPLIED MATLS INC COM 038222105   130,322,250 645,000 SH   SOLE   645,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   4,181,800 70,000 SH   SOLE   70,000 0 0
AT&T Inc COM 00206R102   6,778,200 308,100 SH   SOLE   308,100 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   21,280,537 76,900 SH   SOLE   76,900 0 0
BANK AMERICA CORP COM 060505104   40,176,000 1,012,500 SH   SOLE   1,012,500 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,408,456 19,600 SH   SOLE   19,600 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   37,419,138 81,300 SH   SOLE   81,300 0 0
Booking Holdings Inc COM 09857L108   197,969,640 47,000 SH   SOLE   47,000 0 0
Broadcom Inc COM 11135F101   342,257,250 1,984,100 SH   SOLE   1,984,100 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   2,051,386 9,540 SH   SOLE   9,540 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   8,103,797 29,900 SH   SOLE   29,900 0 0
CENTENE CORP DEL COM 15135B101   2,484,240 33,000 SH   SOLE   33,000 0 0
Chipotle Mexican Grill Inc COM 169656105   11,524,000 200,000 SH   SOLE   200,000 0 0
CISCO SYS INC COM 17275R102   178,044,317 3,345,440 SH   SOLE   3,345,440 0 0
Citigroup Inc COM NEW 172967424   11,268,000 180,000 SH   SOLE   180,000 0 0
COCA COLA CO COM 191216100   61,009,140 849,000 SH   SOLE   849,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   3,360,417 43,540 SH   SOLE   43,540 0 0
COLGATE PALMOLIVE CO COM 194162103   64,881,250 625,000 SH   SOLE   625,000 0 0
COMCAST CORP NEW CL A 20030N101   39,689,019 950,180 SH   SOLE   950,180 0 0
Conocophillips COM 20825C104   204,885,408 1,946,100 SH   SOLE   1,946,100 0 0
COSTCO WHSL CORP NEW COM 22160K105   31,028,200 35,000 SH   SOLE   35,000 0 0
CSX Corp COM 126408103   7,624,224 220,800 SH   SOLE   220,800 0 0
DISNEY WALT CO COM 254687106   9,619,000 100,000 SH   SOLE   100,000 0 0
Dynatrace Inc COM NEW 268150109   10,715,388 200,400 SH   SOLE   200,400 0 0
ELI LILLY & CO COM 532457108   425,605,576 480,400 SH   SOLE   480,400 0 0
Exxon Mobil Corp COM 30231G102   20,457,352 174,521 SH   SOLE   174,521 0 0
Fiserv Inc COM 337738108   6,494,348 36,150 SH   SOLE   36,150 0 0
Full Truck Alliance Co Ltd SPONSORED ADS 35969L108   9,010,000 1,000,000 SH   SOLE   1,000,000 0 0
GE AEROSPACE COM NEW 369604301   36,527,946 193,700 SH   SOLE   193,700 0 0
General Dynamics Corp COM 369550108   75,550,000 250,000 SH   SOLE   250,000 0 0
GLOBAL PMTS INC COM 37940X102   57,969,720 566,000 SH   SOLE   566,000 0 0
Goldman Sachs Group Inc COM 38141G104   35,499,387 71,700 SH   SOLE   71,700 0 0
Hess Corp COM 42809H107   5,432,000 40,000 SH   SOLE   40,000 0 0
Home Depot Inc COM 437076102   11,224,040 27,700 SH   SOLE   27,700 0 0
Humana Inc COM 444859102   28,759,992 90,800 SH   SOLE   90,800 0 0
Huntington Bancshares Inc COM 446150104   1,308,300 89,000 SH   SOLE   89,000 0 0
Intel Corp COM 458140100   43,571,320 1,857,260 SH   SOLE   1,857,260 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   18,239,100 82,500 SH   SOLE   82,500 0 0
ISHARES TR TIPS BD ETF 464287176   11,047,000 100,000 SH   SOLE   100,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   13,811,499 140,790 SH   SOLE   140,790 0 0
ISHARES TR MSCI ACWI ETF 464288257   70,713,825 591,500 SH   SOLE   591,500 0 0
Johnson & Johnson COM 478160104   79,830,756 492,600 SH   SOLE   492,600 0 0
JPMORGAN CHASE & CO. COM 46625H100   54,718,170 259,500 SH   SOLE   259,500 0 0
Kenvue Inc COM 49177J102   11,646,418 503,520 SH   SOLE   503,520 0 0
KKR & Co Inc COM 48251W104   1,770,665 13,560 SH   SOLE   13,560 0 0
Light & Wonder Inc COM 80874P109   30,848,200 340,000 SH   SOLE   340,000 0 0
Linde PLC SHS G54950103   16,690,100 35,000 SH   SOLE   35,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   384,373,920 778,400 SH   SOLE   778,400 0 0
MATCH GROUP INC NEW COM 57667L107   102,319,360 2,704,000 SH   SOLE   2,704,000 0 0
MCDONALDS CORP COM 580135101   304,510 1,000 SH   SOLE   1,000 0 0
Mckesson Corp COM 58155Q103   6,921,880 14,000 SH   SOLE   14,000 0 0
Merck & Co Inc COM 58933Y105   68,556,172 603,700 SH   SOLE   603,700 0 0
Meta Platforms Inc CL A 30303M102   815,068,694 1,423,850 SH   SOLE   1,423,850 0 0
Micron Technology Inc COM 595112103   101,926,188 982,800 SH   SOLE   982,800 0 0
Microsoft Corp COM 594918104   665,230,891 1,545,970 SH   SOLE   1,545,970 0 0
Morningstar Inc COM 617700109   6,063,280 19,000 SH   SOLE   19,000 0 0
NEWMONT CORP COM 651639106   7,750,250 145,000 SH   SOLE   145,000 0 0
Nike Inc CL B 654106103   19,448,000 220,000 SH   SOLE   220,000 0 0
NRG Energy Inc COM NEW 629377508   33,342,600 366,000 SH   SOLE   366,000 0 0
NVIDIA CORPORATION COM 67066G104   684,593,712 5,637,300 SH   SOLE   5,637,300 0 0
Oracle Corp COM 68389X105   13,972,800 82,000 SH   SOLE   82,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   21,880,400 19,000 SH   SOLE   19,000 0 0
PAYPAL HLDGS INC COM 70450Y103   25,195,887 322,900 SH   SOLE   322,900 0 0
PDD Holdings Inc SPONSORED ADS 722304102   68,281,265 506,500 SH   SOLE   506,500 0 0
PepsiCo Inc COM 713448108   151,004,400 888,000 SH   SOLE   888,000 0 0
Pfizer Inc COM 717081103   10,059,544 347,600 SH   SOLE   347,600 0 0
PG&E Corp COM 69331C108   106,617,633 5,392,900 SH   SOLE   5,392,900 0 0
PNC FINL SVCS GROUP INC COM 693475105   3,678,515 19,900 SH   SOLE   19,900 0 0
PPG INDS INC COM 693506107   29,141,200 220,000 SH   SOLE   220,000 0 0
PRICE T ROWE GROUP INC COM 74144T108   1,154,658 10,600 SH   SOLE   10,600 0 0
PROCTER AND GAMBLE CO COM 742718109   153,593,760 886,800 SH   SOLE   886,800 0 0
Progressive Corp COM 743315103   83,613,920 329,500 SH   SOLE   329,500 0 0
Qualcomm Inc COM 747525103   100,737,620 592,400 SH   SOLE   592,400 0 0
REGENERON PHARMACEUTICALS COM 75886F107   39,947,120 38,000 SH   SOLE   38,000 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   2,043,708 87,600 SH   SOLE   87,600 0 0
S&P Global Inc COM 78409V104   11,417,302 22,100 SH   SOLE   22,100 0 0
Salesforce Inc COM 79466L302   175,092,287 639,700 SH   SOLE   639,700 0 0
SCHWAB CHARLES CORP COM 808513105   4,880,193 75,300 SH   SOLE   75,300 0 0
SHERWIN WILLIAMS CO COM 824348106   49,846,102 130,600 SH   SOLE   130,600 0 0
Six Flags Entertainment Corp COM 83001C108   5,711,927 141,700 SH   SOLE   141,700 0 0
SOUTHWEST AIRLS CO COM 844741108   8,128,991 274,350 SH   SOLE   274,350 0 0
Starbucks Corp COM 855244109   17,528,702 179,800 SH   SOLE   179,800 0 0
STRYKER CORPORATION COM 863667101   62,497,980 173,000 SH   SOLE   173,000 0 0
Target Corp COM 87612E106   91,068,998 584,300 SH   SOLE   584,300 0 0
Tesla Inc COM 88160R101   15,462,333 59,100 SH   SOLE   59,100 0 0
TEXAS INSTRS INC COM 882508104   132,824,510 643,000 SH   SOLE   643,000 0 0
Texas Roadhouse Inc COM 882681109   11,125,800 63,000 SH   SOLE   63,000 0 0
Thermo Fisher Scientific Inc COM 883556102   176,045,022 284,600 SH   SOLE   284,600 0 0
TJX COS INC NEW COM 872540109   13,869,720 118,000 SH   SOLE   118,000 0 0
Unitedhealth Group Inc COM 91324P102   183,238,712 313,400 SH   SOLE   313,400 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   73,898,340 1,514,000 SH   SOLE   1,514,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   133,197,900 3,345,000 SH   SOLE   3,345,000 0 0
Vertex Pharmaceuticals Inc COM 92532F100   11,627,000 25,000 SH   SOLE   25,000 0 0
VORNADO RLTY TR SH BEN INT 929042109   5,857,204 148,660 SH   SOLE   148,660 0 0
Walmart Inc COM 931142103   232,269,300 2,876,400 SH   SOLE   2,876,400 0 0
WELLS FARGO CO NEW COM 949746101   30,402,918 538,200 SH   SOLE   538,200 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   2,827,488 9,600 SH   SOLE   9,600 0 0