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
AbbVie, Inc. COM 00287Y109 22,437 208,000 SH   SOLE   208,000 0 0
Adams Natural Resources Fund, Inc. COM 00548F105 34,310 2,186,774 SH   SOLE   2,186,774 0 0
Adobe Inc. COM 00724F101 34,486 59,900 SH   SOLE   59,900 0 0
Air Products and Chemicals, Inc. COM 009158106 13,420 52,400 SH   SOLE   52,400 0 0
Allegion plc COM G0176J109 13,469 101,900 SH   SOLE   101,900 0 0
Alphabet Inc. Class A COM 02079K305 115,763 43,300 SH   SOLE   43,300 0 0
Amazon.com, Inc. COM 023135106 104,136 31,700 SH   SOLE   31,700 0 0
AmerisourceBergen Corporation COM 03073E105 21,298 178,300 SH   SOLE   178,300 0 0
Analog Devices, Inc. COM 032654105 16,848 100,600 SH   SOLE   100,600 0 0
Apple Inc. COM 037833100 147,783 1,044,400 SH   SOLE   1,044,400 0 0
Arista Networks, Inc. COM 040413106 19,003 55,300 SH   SOLE   55,300 0 0
AT&T Inc. COM 00206R102 11,282 417,682 SH   SOLE   417,682 0 0
Bank of America Corp. COM 060505104 48,750 1,148,400 SH   SOLE   1,148,400 0 0
Berkshire Hathaway Inc. Class B COM 084670702 55,844 204,600 SH   SOLE   204,600 0 0
Capital One Financial Corporation COM 14040H105 13,913 85,900 SH   SOLE   85,900 0 0
Carrier Global Corporation COM 14448C104 27,609 533,400 SH   SOLE   533,400 0 0
Caterpillar Inc. COM 149123101 22,096 115,100 SH   SOLE   115,100 0 0
CBRE Group, Inc. Class A COM 12504L109 12,267 126,000 SH   SOLE   126,000 0 0
CDW Corp. COM 12514G108 14,744 81,000 SH   SOLE   81,000 0 0
Centene Corporation COM 15135B101 16,188 259,800 SH   SOLE   259,800 0 0
CenterPoint Energy, Inc. COM 15189T107 15,926 647,400 SH   SOLE   647,400 0 0
Charter Communications, Inc. Class A COM 16119P108 19,790 27,200 SH   SOLE   27,200 0 0
Cisco Systems, Inc. COM 17275R102 14,800 271,900 SH   SOLE   271,900 0 0
Comcast Corporation Class A COM 20030N101 24,290 434,300 SH   SOLE   434,300 0 0
Communication Services Select Sector SPDR Fund COM 81369Y852 6,313 78,800 SH   SOLE   78,800 0 0
ConocoPhillips COM 20825C104 19,226 283,700 SH   SOLE   283,700 0 0
Consumer Discretionary Select Sector SPDR Fund COM 81369Y407 5,707 31,800 SH   SOLE   31,800 0 0
Costco Wholesale Corporation COM 22160K105 24,535 54,600 SH   SOLE   54,600 0 0
CVS Health Corporation COM 126650100 32,493 382,900 SH   SOLE   382,900 0 0
Darden Restaurants, Inc. COM 237194105 14,284 94,300 SH   SOLE   94,300 0 0
Eli Lilly and Company COM 532457108 20,286 87,800 SH   SOLE   87,800 0 0
EOG Resources, Inc. COM 26875P101 15,653 195,000 SH   SOLE   195,000 0 0
Equinix, Inc. COM 29444U700 22,835 28,900 SH   SOLE   28,900 0 0
Estee Lauder Companies Inc. Class A COM 518439104 16,946 56,500 SH   SOLE   56,500 0 0
Evergy, Inc. COM 30034W106 12,602 202,600 SH   SOLE   202,600 0 0
Exelon Corporation COM 30161N101 14,038 290,400 SH   SOLE   290,400 0 0
Facebook, Inc. Class A COM 30303M102 69,677 205,300 SH   SOLE   205,300 0 0
FedEx Corporation COM 31428X106 10,592 48,300 SH   SOLE   48,300 0 0
Financial Select Sector SPDR Fund COM 81369Y605 19,988 532,600 SH   SOLE   532,600 0 0
General Electric Company COM 369604301 22,812 221,412 SH   SOLE   221,412 0 0
General Motors Company COM 37045V100 10,347 196,300 SH   SOLE   196,300 0 0
Health Care Select Sector SPDR Fund COM 81369Y209 14,690 115,400 SH   SOLE   115,400 0 0
Hilton Worldwide Holdings, Inc. COM 43300A203 15,113 114,400 SH   SOLE   114,400 0 0
Home Depot, Inc. COM 437076102 8,961 27,300 SH   SOLE   27,300 0 0
Honeywell International Inc. COM 438516106 19,869 93,600 SH   SOLE   93,600 0 0
Intuit Inc. COM 461202103 28,108 52,100 SH   SOLE   52,100 0 0
IQVIA Holdings Inc COM 46266C105 19,091 79,700 SH   SOLE   79,700 0 0
Johnson & Johnson COM 478160104 23,482 145,400 SH   SOLE   145,400 0 0
JPMorgan Chase & Co. COM 46625H100 31,183 190,500 SH   SOLE   190,500 0 0
L3Harris Technologies Inc. COM 502431109 19,491 88,500 SH   SOLE   88,500 0 0
Lam Research Corporation COM 512807108 24,246 42,600 SH   SOLE   42,600 0 0
Lamb Weston Holdings, Inc. COM 513272104 9,150 149,100 SH   SOLE   149,100 0 0
Lowe's Companies, Inc. COM 548661107 9,879 48,700 SH   SOLE   48,700 0 0
LyondellBasell Industries N.V. COM N53745100 11,881 126,600 SH   SOLE   126,600 0 0
Marathon Petroleum Corporation COM 56585A102 7,739 125,200 SH   SOLE   125,200 0 0
Mastercard Incorporated Class A COM 57636Q104 36,089 103,800 SH   SOLE   103,800 0 0
MetLife, Inc. COM 59156R108 26,087 422,600 SH   SOLE   422,600 0 0
Micron Technology, Inc. COM 595112103 7,680 108,200 SH   SOLE   108,200 0 0
Microsoft Corporation COM 594918104 188,802 669,700 SH   SOLE   669,700 0 0
Moody's Corporation COM 615369105 26,527 74,700 SH   SOLE   74,700 0 0
Morgan Stanley COM 617446448 35,275 362,500 SH   SOLE   362,500 0 0
Netflix, Inc. COM 64110L106 23,883 39,131 SH   SOLE   39,131 0 0
NextEra Energy, Inc. COM 65339F101 19,151 243,900 SH   SOLE   243,900 0 0
NIKE, Inc. Class B COM 654106103 18,575 127,900 SH   SOLE   127,900 0 0
NVIDIA Corporation COM 67066G104 48,144 232,400 SH   SOLE   232,400 0 0
Oracle Corporation COM 68389X105 10,647 122,200 SH   SOLE   122,200 0 0
O'Reilly Automotive, Inc. COM 67103H107 16,865 27,600 SH   SOLE   27,600 0 0
Palo Alto Networks, Inc. COM 697435105 19,016 39,700 SH   SOLE   39,700 0 0
Parker-Hannifin Corporation COM 701094104 19,378 69,300 SH   SOLE   69,300 0 0
PayPal Holdings, Inc. COM 70450Y103 32,734 125,800 SH   SOLE   125,800 0 0
PepsiCo, Inc. COM 713448108 11,852 78,800 SH   SOLE   78,800 0 0
Pfizer Inc. COM 717081103 7,978 185,500 SH   SOLE   185,500 0 0
Philip Morris International Inc. COM 718172109 29,356 309,700 SH   SOLE   309,700 0 0
Prologis, Inc. COM 74340W103 19,203 153,100 SH   SOLE   153,100 0 0
QUALCOMM Incorporated COM 747525103 20,314 157,500 SH   SOLE   157,500 0 0
Quanta Services, Inc. COM 74762E102 16,618 146,000 SH   SOLE   146,000 0 0
Raytheon Technologies Corporation COM 75513E101 22,255 258,900 SH   SOLE   258,900 0 0
Regeneron Pharmaceuticals, Inc. COM 75886F107 18,216 30,100 SH   SOLE   30,100 0 0
Sherwin-Williams Company COM 824348106 18,266 65,300 SH   SOLE   65,300 0 0
Simon Property Group, Inc. COM 828806109 14,557 112,000 SH   SOLE   112,000 0 0
Steel Dynamics, Inc. COM 858119100 12,205 208,700 SH   SOLE   208,700 0 0
T. Rowe Price Group COM 74144T108 13,140 66,800 SH   SOLE   66,800 0 0
Target Corporation COM 87612E106 25,965 113,500 SH   SOLE   113,500 0 0
Tesla, Inc. COM 88160R101 25,823 33,300 SH   SOLE   33,300 0 0
Coca-Cola Company COM 191216100 22,940 437,200 SH   SOLE   437,200 0 0
Procter & Gamble Company COM 742718109 16,126 115,350 SH   SOLE   115,350 0 0
Walt Disney Company COM 254687106 17,898 105,800 SH   SOLE   105,800 0 0
Thermo Fisher Scientific Inc. COM 883556102 39,193 68,600 SH   SOLE   68,600 0 0
TJX Companies, Inc. COM 872540109 23,462 355,600 SH   SOLE   355,600 0 0
Ulta Beauty, Inc. COM 90384S303 18,804 52,100 SH   SOLE   52,100 0 0
Union Pacific Corporation COM 907818108 10,134 51,700 SH   SOLE   51,700 0 0
UnitedHealth Group Incorporated COM 91324P102 58,494 149,700 SH   SOLE   149,700 0 0
Universal Health Services, Inc. Class B COM 913903100 18,348 132,600 SH   SOLE   132,600 0 0
Valero Energy Corporation COM 91913Y100 6,429 91,100 SH   SOLE   91,100 0 0
Veeva Systems Inc. Class A COM 922475108 11,729 40,700 SH   SOLE   40,700 0 0
Visa Inc. Class A COM 92826C839 39,761 178,500 SH   SOLE   178,500 0 0
Walmart Inc. COM 931142103 16,098 115,500 SH   SOLE   115,500 0 0
Wells Fargo & Company COM 949746101 24,820 534,800 SH   SOLE   534,800 0 0