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
OMB APPROVAL
OMB Number: 3235-0006
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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 11,247 83,800 SH   SOLE   83,800 0 0
Adams Natural Resources Fund, Inc. COM 00548F105 42,555 2,186,774 SH   SOLE   2,186,774 0 0
Advanced Micro Devices, Inc. COM 007903107 6,735 106,300 SH   SOLE   106,300 0 0
Air Products and Chemicals, Inc. COM 009158106 3,514 15,100 SH   SOLE   15,100 0 0
Alphabet Inc. Class A COM 02079K305 79,801 834,300 SH   SOLE   834,300 0 0
Amazon.com, Inc. COM 023135106 62,139 549,900 SH   SOLE   549,900 0 0
American Electric Power Company, Inc. COM 025537101 15,915 184,100 SH   SOLE   184,100 0 0
American International Group, Inc. COM 026874784 25,183 530,400 SH   SOLE   530,400 0 0
AmerisourceBergen Corporation COM 03073E105 21,233 156,900 SH   SOLE   156,900 0 0
Apple Inc. COM 037833100 135,947 983,700 SH   SOLE   983,700 0 0
Archer-Daniels-Midland Company COM 039483102 10,772 133,900 SH   SOLE   133,900 0 0
Arista Networks, Inc. COM 040413106 16,843 149,200 SH   SOLE   149,200 0 0
AT&T Inc. COM 00206R102 12,359 805,700 SH   SOLE   805,700 0 0
Automatic Data Processing, Inc. COM 053015103 24,451 108,100 SH   SOLE   108,100 0 0
Bank of America Corp. COM 060505104 34,682 1,148,400 SH   SOLE   1,148,400 0 0
Berkshire Hathaway Inc. Class B COM 084670702 25,794 96,600 SH   SOLE   96,600 0 0
Booking Holdings Inc. COM 09857L108 16,432 10,000 SH   SOLE   10,000 0 0
Capri Holdings Limited COM G1890L107 11,490 298,900 SH   SOLE   298,900 0 0
Centene Corporation COM 15135B101 22,915 294,500 SH   SOLE   294,500 0 0
CenterPoint Energy, Inc. COM 15189T107 13,817 490,300 SH   SOLE   490,300 0 0
Charles Schwab Corp. COM 808513105 26,319 366,200 SH   SOLE   366,200 0 0
Cisco Systems, Inc. COM 17275R102 10,876 271,900 SH   SOLE   271,900 0 0
CMS Energy Corporation COM 125896100 14,141 242,800 SH   SOLE   242,800 0 0
ConocoPhillips COM 20825C104 22,003 215,000 SH   SOLE   215,000 0 0
Constellation Brands, Inc. Class A COM 21036P108 17,042 74,200 SH   SOLE   74,200 0 0
Costco Wholesale Corporation COM 22160K105 20,638 43,700 SH   SOLE   43,700 0 0
CVS Health Corporation COM 126650100 36,717 385,000 SH   SOLE   385,000 0 0
Electronic Arts Inc. COM 285512109 15,019 129,800 SH   SOLE   129,800 0 0
Eli Lilly and Company COM 532457108 17,202 53,200 SH   SOLE   53,200 0 0
FedEx Corporation COM 31428X106 7,780 52,400 SH   SOLE   52,400 0 0
Fidelity National Information Services, Inc. COM 31620M106 15,137 200,300 SH   SOLE   200,300 0 0
FMC Corporation COM 302491303 6,342 60,000 SH   SOLE   60,000 0 0
General Dynamics Corporation COM 369550108 23,296 109,800 SH   SOLE   109,800 0 0
Health Care Select Sector SPDR Fund COM 81369Y209 33,354 275,400 SH   SOLE   275,400 0 0
Home Depot, Inc. COM 437076102 16,005 58,000 SH   SOLE   58,000 0 0
Incyte Corporation COM 45337C102 20,279 304,300 SH   SOLE   304,300 0 0
Industrial Select Sector SPDR Fund COM 81369Y704 6,039 72,900 SH   SOLE   72,900 0 0
Intuit Inc. COM 461202103 18,436 47,600 SH   SOLE   47,600 0 0
Invitation Homes Inc. COM 46187W107 10,205 302,200 SH   SOLE   302,200 0 0
Johnson & Johnson COM 478160104 19,897 121,800 SH   SOLE   121,800 0 0
JPMorgan Chase & Co. COM 46625H100 13,031 124,700 SH   SOLE   124,700 0 0
Lam Research Corporation COM 512807108 17,897 48,900 SH   SOLE   48,900 0 0
Las Vegas Sands Corp. COM 517834107 7,316 195,000 SH   SOLE   195,000 0 0
Linde plc COM G5494J103 13,480 50,000 SH   SOLE   50,000 0 0
LyondellBasell Industries N.V. COM N53745100 3,154 41,900 SH   SOLE   41,900 0 0
Marathon Petroleum Corporation COM 56585A102 19,479 196,100 SH   SOLE   196,100 0 0
Marriott International, Inc. Class A COM 571903202 13,285 94,800 SH   SOLE   94,800 0 0
Mastercard Incorporated Class A COM 57636Q104 34,945 122,900 SH   SOLE   122,900 0 0
Meta Platforms, Inc. Class A COM 30303M102 27,448 202,300 SH   SOLE   202,300 0 0
MetLife, Inc. COM 59156R108 25,686 422,600 SH   SOLE   422,600 0 0
Microsoft Corporation COM 594918104 143,955 618,100 SH   SOLE   618,100 0 0
Molson Coors Beverage Company Class B COM 60871R209 14,815 308,700 SH   SOLE   308,700 0 0
Morgan Stanley COM 617446448 25,544 323,300 SH   SOLE   323,300 0 0
NVIDIA Corporation COM 67066G104 20,199 166,400 SH   SOLE   166,400 0 0
Oracle Corporation COM 68389X105 7,463 122,200 SH   SOLE   122,200 0 0
O'Reilly Automotive, Inc. COM 67103H107 19,061 27,100 SH   SOLE   27,100 0 0
Palo Alto Networks, Inc. COM 697435105 15,232 93,000 SH   SOLE   93,000 0 0
Parker-Hannifin Corporation COM 701094104 19,966 82,400 SH   SOLE   82,400 0 0
PepsiCo, Inc. COM 713448108 12,865 78,800 SH   SOLE   78,800 0 0
Pfizer Inc. COM 717081103 16,353 373,700 SH   SOLE   373,700 0 0
Philip Morris International Inc. COM 718172109 14,427 173,800 SH   SOLE   173,800 0 0
Pioneer Natural Resources Company COM 723787107 16,738 77,300 SH   SOLE   77,300 0 0
Prologis, Inc. COM 74340W103 17,760 174,800 SH   SOLE   174,800 0 0
QUALCOMM Incorporated COM 747525103 20,687 183,100 SH   SOLE   183,100 0 0
Quanta Services, Inc. COM 74762E102 19,529 153,300 SH   SOLE   153,300 0 0
Raytheon Technologies Corporation COM 75513E101 15,742 192,300 SH   SOLE   192,300 0 0
Realty Income Corporation COM 756109104 11,110 190,900 SH   SOLE   190,900 0 0
Regeneron Pharmaceuticals, Inc. COM 75886F107 21,079 30,600 SH   SOLE   30,600 0 0
SBA Communications Corp. Class A COM 78410G104 12,866 45,200 SH   SOLE   45,200 0 0
Sherwin-Williams Company COM 824348106 9,419 46,000 SH   SOLE   46,000 0 0
Steel Dynamics, Inc. COM 858119100 10,373 146,200 SH   SOLE   146,200 0 0
Sysco Corporation COM 871829107 16,539 233,900 SH   SOLE   233,900 0 0
Technology Select Sector SPDR Fund COM 81369Y803 4,917 41,400 SH   SOLE   41,400 0 0
Tesla, Inc. COM 88160R101 37,931 143,000 SH   SOLE   143,000 0 0
Boeing Company COM 097023105 4,528 37,400 SH   SOLE   37,400 0 0
Coca-Cola Company COM 191216100 9,283 165,700 SH   SOLE   165,700 0 0
Procter & Gamble Company COM 742718109 14,601 115,650 SH   SOLE   115,650 0 0
Thermo Fisher Scientific Inc. COM 883556102 38,851 76,600 SH   SOLE   76,600 0 0
T-Mobile US, Inc. COM 872590104 10,546 78,600 SH   SOLE   78,600 0 0
Tractor Supply Company COM 892356106 22,120 119,000 SH   SOLE   119,000 0 0
TransDigm Group Incorporated COM 893641100 18,789 35,800 SH   SOLE   35,800 0 0
Fox Corporation Class A COM 35137L105 13,877 452,300 SH   SOLE   452,300 0 0
Ulta Beauty, Inc. COM 90384S303 20,701 51,600 SH   SOLE   51,600 0 0
Union Pacific Corporation COM 907818108 23,164 118,900 SH   SOLE   118,900 0 0
UnitedHealth Group Incorporated COM 91324P102 50,150 99,300 SH   SOLE   99,300 0 0
Verizon Communications Inc. COM 92343V104 4,116 108,400 SH   SOLE   108,400 0 0
Visa Inc. Class A COM 92826C839 31,497 177,300 SH   SOLE   177,300 0 0
Waste Connections, Inc. COM 94106B101 18,148 134,300 SH   SOLE   134,300 0 0
WEC Energy Group Inc. COM 92939U106 15,248 170,500 SH   SOLE   170,500 0 0
Willis Towers Watson plc COM G96629103 11,755 58,500 SH   SOLE   58,500 0 0
Wells Fargo & Company COM 949746101 32,767 814,700 SH   SOLE   814,700 0 0
YUM! Brands, Inc. COM 988498101 12,888 121,200 SH   SOLE   121,200 0 0