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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AbbVie, Inc.COM00287Y10922,437208,000SH SOLE 208,00000
Adams Natural Resources Fund, Inc.COM00548F10534,3102,186,774SH SOLE 2,186,77400
Adobe Inc.COM00724F10134,48659,900SH SOLE 59,90000
Air Products and Chemicals, Inc.COM00915810613,42052,400SH SOLE 52,40000
Allegion plcCOMG0176J10913,469101,900SH SOLE 101,90000
Alphabet Inc. Class ACOM02079K305115,76343,300SH SOLE 43,30000
Amazon.com, Inc.COM023135106104,13631,700SH SOLE 31,70000
AmerisourceBergen CorporationCOM03073E10521,298178,300SH SOLE 178,30000
Analog Devices, Inc.COM03265410516,848100,600SH SOLE 100,60000
Apple Inc.COM037833100147,7831,044,400SH SOLE 1,044,40000
Arista Networks, Inc.COM04041310619,00355,300SH SOLE 55,30000
AT&T Inc.COM00206R10211,282417,682SH SOLE 417,68200
Bank of America Corp.COM06050510448,7501,148,400SH SOLE 1,148,40000
Berkshire Hathaway Inc. Class BCOM08467070255,844204,600SH SOLE 204,60000
Capital One Financial CorporationCOM14040H10513,91385,900SH SOLE 85,90000
Carrier Global CorporationCOM14448C10427,609533,400SH SOLE 533,40000
Caterpillar Inc.COM14912310122,096115,100SH SOLE 115,10000
CBRE Group, Inc. Class ACOM12504L10912,267126,000SH SOLE 126,00000
CDW Corp.COM12514G10814,74481,000SH SOLE 81,00000
Centene CorporationCOM15135B10116,188259,800SH SOLE 259,80000
CenterPoint Energy, Inc.COM15189T10715,926647,400SH SOLE 647,40000
Charter Communications, Inc. Class ACOM16119P10819,79027,200SH SOLE 27,20000
Cisco Systems, Inc.COM17275R10214,800271,900SH SOLE 271,90000
Comcast Corporation Class ACOM20030N10124,290434,300SH SOLE 434,30000
Communication Services Select Sector SPDR FundCOM81369Y8526,31378,800SH SOLE 78,80000
ConocoPhillipsCOM20825C10419,226283,700SH SOLE 283,70000
Consumer Discretionary Select Sector SPDR FundCOM81369Y4075,70731,800SH SOLE 31,80000
Costco Wholesale CorporationCOM22160K10524,53554,600SH SOLE 54,60000
CVS Health CorporationCOM12665010032,493382,900SH SOLE 382,90000
Darden Restaurants, Inc.COM23719410514,28494,300SH SOLE 94,30000
Eli Lilly and CompanyCOM53245710820,28687,800SH SOLE 87,80000
EOG Resources, Inc.COM26875P10115,653195,000SH SOLE 195,00000
Equinix, Inc.COM29444U70022,83528,900SH SOLE 28,90000
Estee Lauder Companies Inc. Class ACOM51843910416,94656,500SH SOLE 56,50000
Evergy, Inc.COM30034W10612,602202,600SH SOLE 202,60000
Exelon CorporationCOM30161N10114,038290,400SH SOLE 290,40000
Facebook, Inc. Class ACOM30303M10269,677205,300SH SOLE 205,30000
FedEx CorporationCOM31428X10610,59248,300SH SOLE 48,30000
Financial Select Sector SPDR FundCOM81369Y60519,988532,600SH SOLE 532,60000
General Electric CompanyCOM36960430122,812221,412SH SOLE 221,41200
General Motors CompanyCOM37045V10010,347196,300SH SOLE 196,30000
Health Care Select Sector SPDR FundCOM81369Y20914,690115,400SH SOLE 115,40000
Hilton Worldwide Holdings, Inc.COM43300A20315,113114,400SH SOLE 114,40000
Home Depot, Inc.COM4370761028,96127,300SH SOLE 27,30000
Honeywell International Inc.COM43851610619,86993,600SH SOLE 93,60000
Intuit Inc.COM46120210328,10852,100SH SOLE 52,10000
IQVIA Holdings IncCOM46266C10519,09179,700SH SOLE 79,70000
Johnson & JohnsonCOM47816010423,482145,400SH SOLE 145,40000
JPMorgan Chase & Co.COM46625H10031,183190,500SH SOLE 190,50000
L3Harris Technologies Inc.COM50243110919,49188,500SH SOLE 88,50000
Lam Research CorporationCOM51280710824,24642,600SH SOLE 42,60000
Lamb Weston Holdings, Inc.COM5132721049,150149,100SH SOLE 149,10000
Lowe's Companies, Inc.COM5486611079,87948,700SH SOLE 48,70000
LyondellBasell Industries N.V.COMN5374510011,881126,600SH SOLE 126,60000
Marathon Petroleum CorporationCOM56585A1027,739125,200SH SOLE 125,20000
Mastercard Incorporated Class ACOM57636Q10436,089103,800SH SOLE 103,80000
MetLife, Inc.COM59156R10826,087422,600SH SOLE 422,60000
Micron Technology, Inc.COM5951121037,680108,200SH SOLE 108,20000
Microsoft CorporationCOM594918104188,802669,700SH SOLE 669,70000
Moody's CorporationCOM61536910526,52774,700SH SOLE 74,70000
Morgan StanleyCOM61744644835,275362,500SH SOLE 362,50000
Netflix, Inc.COM64110L10623,88339,131SH SOLE 39,13100
NextEra Energy, Inc.COM65339F10119,151243,900SH SOLE 243,90000
NIKE, Inc. Class BCOM65410610318,575127,900SH SOLE 127,90000
NVIDIA CorporationCOM67066G10448,144232,400SH SOLE 232,40000
Oracle CorporationCOM68389X10510,647122,200SH SOLE 122,20000
O'Reilly Automotive, Inc.COM67103H10716,86527,600SH SOLE 27,60000
Palo Alto Networks, Inc.COM69743510519,01639,700SH SOLE 39,70000
Parker-Hannifin CorporationCOM70109410419,37869,300SH SOLE 69,30000
PayPal Holdings, Inc.COM70450Y10332,734125,800SH SOLE 125,80000
PepsiCo, Inc.COM71344810811,85278,800SH SOLE 78,80000
Pfizer Inc.COM7170811037,978185,500SH SOLE 185,50000
Philip Morris International Inc.COM71817210929,356309,700SH SOLE 309,70000
Prologis, Inc.COM74340W10319,203153,100SH SOLE 153,10000
QUALCOMM IncorporatedCOM74752510320,314157,500SH SOLE 157,50000
Quanta Services, Inc.COM74762E10216,618146,000SH SOLE 146,00000
Raytheon Technologies CorporationCOM75513E10122,255258,900SH SOLE 258,90000
Regeneron Pharmaceuticals, Inc.COM75886F10718,21630,100SH SOLE 30,10000
Sherwin-Williams CompanyCOM82434810618,26665,300SH SOLE 65,30000
Simon Property Group, Inc.COM82880610914,557112,000SH SOLE 112,00000
Steel Dynamics, Inc.COM85811910012,205208,700SH SOLE 208,70000
T. Rowe Price GroupCOM74144T10813,14066,800SH SOLE 66,80000
Target CorporationCOM87612E10625,965113,500SH SOLE 113,50000
Tesla, Inc.COM88160R10125,82333,300SH SOLE 33,30000
Coca-Cola CompanyCOM19121610022,940437,200SH SOLE 437,20000
Procter & Gamble CompanyCOM74271810916,126115,350SH SOLE 115,35000
Walt Disney CompanyCOM25468710617,898105,800SH SOLE 105,80000
Thermo Fisher Scientific Inc.COM88355610239,19368,600SH SOLE 68,60000
TJX Companies, Inc.COM87254010923,462355,600SH SOLE 355,60000
Ulta Beauty, Inc.COM90384S30318,80452,100SH SOLE 52,10000
Union Pacific CorporationCOM90781810810,13451,700SH SOLE 51,70000
UnitedHealth Group IncorporatedCOM91324P10258,494149,700SH SOLE 149,70000
Universal Health Services, Inc. Class BCOM91390310018,348132,600SH SOLE 132,60000
Valero Energy CorporationCOM91913Y1006,42991,100SH SOLE 91,10000
Veeva Systems Inc. Class ACOM92247510811,72940,700SH SOLE 40,70000
Visa Inc. Class ACOM92826C83939,761178,500SH SOLE 178,50000
Walmart Inc.COM93114210316,098115,500SH SOLE 115,50000
Wells Fargo & CompanyCOM94974610124,820534,800SH SOLE 534,80000