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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100 13,906 160,100 SH   SOLE   160,100 0 0
AbbVie, Inc. COM 00287Y109 28,572 322,700 SH   SOLE   322,700 0 0
Accenture plc Class A COM G1151C101 22,447 106,600 SH   SOLE   106,600 0 0
Adams Natural Resources Fund, Inc. COM 00548F105 35,994 2,186,774 SH   SOLE   2,186,774 0 0
Adobe Inc. COM 00724F101 16,491 50,000 SH   SOLE   50,000 0 0
Agilent Technologies, Inc. COM 00846U101 15,108 177,100 SH   SOLE   177,100 0 0
Alphabet Inc. Class A COM 02079K305 55,049 41,100 SH   SOLE   41,100 0 0
Alphabet Inc. Class C COM 02079K107 14,971 11,197 SH   SOLE   11,197 0 0
Amazon.com, Inc. COM 023135106 67,631 36,600 SH   SOLE   36,600 0 0
Ameren Corporation COM 023608102 12,411 161,600 SH   SOLE   161,600 0 0
American Express Company COM 025816109 20,640 165,800 SH   SOLE   165,800 0 0
American Tower Corporation COM 03027X100 17,834 77,600 SH   SOLE   77,600 0 0
Apple Inc. COM 037833100 85,834 292,300 SH   SOLE   292,300 0 0
AT&T Inc. COM 00206R102 23,096 590,982 SH   SOLE   590,982 0 0
AvalonBay Communities, Inc. COM 053484101 14,742 70,300 SH   SOLE   70,300 0 0
Ball Corporation COM 058498106 4,139 64,000 SH   SOLE   64,000 0 0
Bank of America Corp. COM 060505104 50,122 1,423,100 SH   SOLE   1,423,100 0 0
Berkshire Hathaway Inc. Class B COM 084670702 24,371 107,600 SH   SOLE   107,600 0 0
BP plc Sponsored ADR COM 055622104 3,049 80,800 SH   SOLE   80,800 0 0
Broadcom Inc. COM 11135F101 20,478 64,800 SH   SOLE   64,800 0 0
Caterpillar Inc. COM 149123101 13,897 94,100 SH   SOLE   94,100 0 0
Celanese Corporation COM 150870103 6,882 55,900 SH   SOLE   55,900 0 0
Chevron Corporation COM 166764100 14,558 120,800 SH   SOLE   120,800 0 0
Chipotle Mexican Grill, Inc. COM 169656105 12,640 15,100 SH   SOLE   15,100 0 0
Cintas Corporation COM 172908105 8,341 31,000 SH   SOLE   31,000 0 0
Cisco Systems, Inc. COM 17275R102 14,043 292,800 SH   SOLE   292,800 0 0
Coca-Cola Company COM 191216100 33,232 600,400 SH   SOLE   600,400 0 0
Comcast Corporation Class A COM 20030N101 30,049 668,200 SH   SOLE   668,200 0 0
ConocoPhillips COM 20825C104 7,101 109,200 SH   SOLE   109,200 0 0
Consumer Discretionary Select Sector SPDR Fund COM 81369Y407 8,541 68,100 SH   SOLE   68,100 0 0
Consumer Staples Select Sector SPDR Fund COM 81369Y308 5,454 86,600 SH   SOLE   86,600 0 0
Costco Wholesale Corporation COM 22160K105 18,693 63,600 SH   SOLE   63,600 0 0
CVS Health Corporation COM 126650100 8,098 109,000 SH   SOLE   109,000 0 0
Dollar General Corporation COM 256677105 16,119 103,337 SH   SOLE   103,337 0 0
DuPont de Nemours, Inc. COM 26614N102 8,044 125,300 SH   SOLE   125,300 0 0
Edwards Lifesciences Corporation COM 28176E108 23,936 102,600 SH   SOLE   102,600 0 0
Exxon Mobil Corporation COM 30231G102 13,167 188,700 SH   SOLE   188,700 0 0
Facebook, Inc. Class A COM 30303M102 29,125 141,900 SH   SOLE   141,900 0 0
Fidelity National Information Services, Inc. COM 31620M106 17,205 123,700 SH   SOLE   123,700 0 0
FirstEnergy Corp. COM 337932107 12,714 261,600 SH   SOLE   261,600 0 0
General Electric Company COM 369604103 1,714 153,622 SH   SOLE   153,622 0 0
Health Care Select Sector SPDR Fund COM 81369Y209 15,880 155,900 SH   SOLE   155,900 0 0
Honeywell International Inc. COM 438516106 35,931 203,000 SH   SOLE   203,000 0 0
Intel Corporation COM 458140100 10,037 167,700 SH   SOLE   167,700 0 0
Intercontinental Exchange, Inc. COM 45866F104 20,981 226,700 SH   SOLE   226,700 0 0
Johnson & Johnson COM 478160104 29,247 200,500 SH   SOLE   200,500 0 0
JPMorgan Chase & Co. COM 46625H100 47,187 338,500 SH   SOLE   338,500 0 0
Kansas City Southern COM 485170302 21,213 138,500 SH   SOLE   138,500 0 0
L3Harris Technologies Inc. COM 502431109 17,947 90,700 SH   SOLE   90,700 0 0
Lam Research Corporation COM 512807108 16,111 55,100 SH   SOLE   55,100 0 0
Lincoln Electric Holdings, Inc. COM 533900106 13,987 144,600 SH   SOLE   144,600 0 0
Linde plc COM G5494J103 13,924 65,400 SH   SOLE   65,400 0 0
Lowe's Companies, Inc. COM 548661107 18,299 152,800 SH   SOLE   152,800 0 0
Magna International Inc. COM 559222401 4,760 86,800 SH   SOLE   86,800 0 0
Masco Corporation COM 574599106 16,254 338,700 SH   SOLE   338,700 0 0
Mastercard Incorporated Class A COM 57636Q104 34,338 115,000 SH   SOLE   115,000 0 0
Medtronic plc COM G5960L103 25,265 222,700 SH   SOLE   222,700 0 0
Merck & Co., Inc. COM 58933Y105 37,171 408,700 SH   SOLE   408,700 0 0
MetLife, Inc. COM 59156R108 21,423 420,300 SH   SOLE   420,300 0 0
Microsoft Corporation COM 594918104 115,910 735,000 SH   SOLE   735,000 0 0
Mondelez International, Inc. Class A COM 609207105 9,678 175,700 SH   SOLE   175,700 0 0
Netflix, Inc. COM 64110L106 4,854 15,000 SH   SOLE   15,000 0 0
NextEra Energy, Inc. COM 65339F101 21,867 90,300 SH   SOLE   90,300 0 0
NIKE, Inc. Class B COM 654106103 24,112 238,000 SH   SOLE   238,000 0 0
Oracle Corporation COM 68389X105 6,474 122,200 SH   SOLE   122,200 0 0
Parker-Hannifin Corporation COM 701094104 13,378 65,000 SH   SOLE   65,000 0 0
PepsiCo, Inc. COM 713448108 16,223 118,700 SH   SOLE   118,700 0 0
Pfizer Inc. COM 717081103 8,304 211,940 SH   SOLE   211,940 0 0
Philip Morris International Inc. COM 718172109 16,763 197,000 SH   SOLE   197,000 0 0
Procter & Gamble Company COM 742718109 14,407 115,350 SH   SOLE   115,350 0 0
Prologis, Inc. COM 74340W103 19,575 219,600 SH   SOLE   219,600 0 0
Republic Services, Inc. COM 760759100 9,761 108,900 SH   SOLE   108,900 0 0
S&P Global, Inc. COM 78409V104 10,267 37,600 SH   SOLE   37,600 0 0
salesforce.com, inc. COM 79466L302 10,263 63,100 SH   SOLE   63,100 0 0
Sherwin-Williams Company COM 824348106 9,687 16,600 SH   SOLE   16,600 0 0
Starbucks Corporation COM 855244109 19,175 218,100 SH   SOLE   218,100 0 0
T. Rowe Price Group COM 74144T108 20,396 167,400 SH   SOLE   167,400 0 0
Texas Instruments Incorporated COM 882508104 21,052 164,100 SH   SOLE   164,100 0 0
Thermo Fisher Scientific Inc. COM 883556102 30,473 93,800 SH   SOLE   93,800 0 0
Total S.A. Sponsored ADR COM 89151E109 3,362 60,800 SH   SOLE   60,800 0 0
Tractor Supply Company COM 892356106 14,857 159,000 SH   SOLE   159,000 0 0
U.S. Bancorp COM 902973304 26,692 450,200 SH   SOLE   450,200 0 0
Unilever plc Sponsored ADR COM 904767704 5,563 97,300 SH   SOLE   97,300 0 0
Union Pacific Corporation COM 907818108 26,811 148,300 SH   SOLE   148,300 0 0
UnitedHealth Group Incorporated COM 91324P102 30,633 104,200 SH   SOLE   104,200 0 0
Valero Energy Corporation COM 91913Y100 10,479 111,900 SH   SOLE   111,900 0 0
VeriSign, Inc. COM 92343E102 13,141 68,200 SH   SOLE   68,200 0 0
Verizon Communications Inc. COM 92343V104 5,330 86,800 SH   SOLE   86,800 0 0
Visa Inc. Class A COM 92826C839 52,480 279,300 SH   SOLE   279,300 0 0
Walmart Inc. COM 931142103 22,389 188,400 SH   SOLE   188,400 0 0
Walt Disney Company COM 254687106 29,649 205,000 SH   SOLE   205,000 0 0
WEC Energy Group Inc. COM 92939U106 14,397 156,100 SH   SOLE   156,100 0 0
Wells Fargo & Company COM 949746101 32,576 605,500 SH   SOLE   605,500 0 0