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 Laboratories COM 002824100   28,912,104 265,200 SH   SOLE   265,200 0 0
Accenture plc Class A COM G1151C101   31,203,301 101,119 SH   SOLE   101,119 0 0
Adams Natural Resources Fund, Inc. COM 00548F105   45,528,635 2,186,774 SH   SOLE   2,186,774 0 0
Advanced Micro Devices, Inc. COM 007903107   12,108,633 106,300 SH   SOLE   106,300 0 0
AES Corporation COM 00130H105   12,075,225 582,500 SH   SOLE   582,500 0 0
Air Products and Chemicals, Inc. COM 009158106   8,027,404 26,800 SH   SOLE   26,800 0 0
Allegion plc COM G0176J109   18,003,000 150,000 SH   SOLE   150,000 0 0
Alphabet Inc. Class A COM 02079K305   87,297,210 729,300 SH   SOLE   729,300 0 0
Altria Group, Inc. COM 02209S103   14,332,920 316,400 SH   SOLE   316,400 0 0
Amazon.com, Inc. COM 023135106   70,146,716 538,100 SH   SOLE   538,100 0 0
American Water Works Company, Inc. COM 030420103   15,386,023 107,783 SH   SOLE   107,783 0 0
AmerisourceBergen Corporation COM 03073E105   25,323,788 131,600 SH   SOLE   131,600 0 0
ANSYS, Inc. COM 03662Q105   17,207,067 52,100 SH   SOLE   52,100 0 0
Apple Inc. COM 037833100   185,144,365 954,500 SH   SOLE   954,500 0 0
Arista Networks, Inc. COM 040413106   22,686,941 139,991 SH   SOLE   139,991 0 0
Automatic Data Processing, Inc. COM 053015103   10,000,445 45,500 SH   SOLE   45,500 0 0
Bank of America Corp. COM 060505104   10,551,264 367,768 SH   SOLE   367,768 0 0
Becton, Dickinson and Company COM 075887109   16,870,239 63,900 SH   SOLE   63,900 0 0
Berkshire Hathaway Inc. Class B COM 084670702   24,737,163 72,543 SH   SOLE   72,543 0 0
Booking Holdings Inc. COM 09857L108   28,353,465 10,500 SH   SOLE   10,500 0 0
Carrier Global Corporation COM 14448C104   21,674,554 436,020 SH   SOLE   436,020 0 0
CenterPoint Energy, Inc. COM 15189T107   13,426,490 460,600 SH   SOLE   460,600 0 0
Charles Schwab Corp. COM 808513105   20,263,100 357,500 SH   SOLE   357,500 0 0
Chubb Limited COM H1467J104   16,329,088 84,800 SH   SOLE   84,800 0 0
Cisco Systems, Inc. COM 17275R102   25,999,350 502,500 SH   SOLE   502,500 0 0
Colgate-Palmolive Company COM 194162103   12,210,840 158,500 SH   SOLE   158,500 0 0
Comcast Corporation Class A COM 20030N101   26,862,075 646,500 SH   SOLE   646,500 0 0
CVS Health Corporation COM 126650100   14,764,371 213,574 SH   SOLE   213,574 0 0
DexCom, Inc. COM 252131107   25,053,924 194,957 SH   SOLE   194,957 0 0
Diamondback Energy, Inc. COM 25278X109   15,001,312 114,200 SH   SOLE   114,200 0 0
Digital Realty Trust, Inc. COM 253868103   14,006,010 123,000 SH   SOLE   123,000 0 0
DuPont de Nemours, Inc. COM 26614N102   10,836,448 151,686 SH   SOLE   151,686 0 0
Eli Lilly and Company COM 532457108   36,002,657 76,768 SH   SOLE   76,768 0 0
Exxon Mobil Corporation COM 30231G102   15,891,661 148,174 SH   SOLE   148,174 0 0
Generac Holdings Inc. COM 368736104   4,190,553 28,100 SH   SOLE   28,100 0 0
Health Care Select Sector SPDR Fund COM 81369Y209   21,966,815 165,500 SH   SOLE   165,500 0 0
Home Depot, Inc. COM 437076102   18,017,120 58,000 SH   SOLE   58,000 0 0
IDEXX Laboratories, Inc. COM 45168D104   17,226,489 34,300 SH   SOLE   34,300 0 0
Industrial Select Sector SPDR Fund COM 81369Y704   16,151,660 150,500 SH   SOLE   150,500 0 0
Ingersoll Rand Inc. COM 45687V106   17,470,728 267,300 SH   SOLE   267,300 0 0
Intuit Inc. COM 461202103   21,809,844 47,600 SH   SOLE   47,600 0 0
Johnson & Johnson COM 478160104   16,750,624 101,200 SH   SOLE   101,200 0 0
JPMorgan Chase & Co. COM 46625H100   45,531,883 313,063 SH   SOLE   313,063 0 0
Lam Research Corporation COM 512807108   31,435,854 48,900 SH   SOLE   48,900 0 0
Las Vegas Sands Corp. COM 517834107   13,328,400 229,800 SH   SOLE   229,800 0 0
Linde plc COM G54950103   19,282,648 50,600 SH   SOLE   50,600 0 0
Lockheed Martin Corporation COM 539830109   27,259,560 59,211 SH   SOLE   59,211 0 0
Manhattan Associates, Inc. COM 562750109   22,326,596 111,700 SH   SOLE   111,700 0 0
Marathon Petroleum Corporation COM 56585A102   13,646,514 117,037 SH   SOLE   117,037 0 0
MarketAxess Holdings Inc. COM 57060D108   8,360,473 31,981 SH   SOLE   31,981 0 0
Mastercard Incorporated Class A COM 57636Q104   33,887,515 86,162 SH   SOLE   86,162 0 0
Merck & Co., Inc. COM 58933Y105   25,766,587 223,300 SH   SOLE   223,300 0 0
Meta Platforms, Inc. Class A COM 30303M102   40,607,670 141,500 SH   SOLE   141,500 0 0
Micron Technology, Inc. COM 595112103   18,264,034 289,400 SH   SOLE   289,400 0 0
Microsoft Corporation COM 594918104   176,297,558 517,700 SH   SOLE   517,700 0 0
Monster Beverage Corporation COM 61174X109   13,938,850 242,668 SH   SOLE   242,668 0 0
Morgan Stanley COM 617446448   22,363,613 261,869 SH   SOLE   261,869 0 0
Netflix, Inc. COM 64110L106   28,949,884 65,722 SH   SOLE   65,722 0 0
NVIDIA Corporation COM 67066G104   70,390,528 166,400 SH   SOLE   166,400 0 0
Oracle Corporation COM 68389X105   13,028,446 109,400 SH   SOLE   109,400 0 0
O'Reilly Automotive, Inc. COM 67103H107   22,927,200 24,000 SH   SOLE   24,000 0 0
PepsiCo, Inc. COM 713448108   14,595,336 78,800 SH   SOLE   78,800 0 0
Philip Morris International Inc. COM 718172109   22,202,205 227,435 SH   SOLE   227,435 0 0
Pioneer Natural Resources Company COM 723787107   13,176,648 63,600 SH   SOLE   63,600 0 0
PPG Industries, Inc. COM 693506107   11,686,040 78,800 SH   SOLE   78,800 0 0
PPL Corporation COM 69351T106   15,254,190 576,500 SH   SOLE   576,500 0 0
Prologis, Inc. COM 74340W103   21,435,724 174,800 SH   SOLE   174,800 0 0
Public Storage COM 74460D109   12,638,404 43,300 SH   SOLE   43,300 0 0
QUALCOMM Incorporated COM 747525103   18,165,504 152,600 SH   SOLE   152,600 0 0
Quanta Services, Inc. COM 74762E102   23,377,550 119,000 SH   SOLE   119,000 0 0
Regeneron Pharmaceuticals, Inc. COM 75886F107   14,370,800 20,000 SH   SOLE   20,000 0 0
T. Rowe Price Group, Inc. COM 74144T108   16,097,274 143,700 SH   SOLE   143,700 0 0
Technology Select Sector SPDR Fund COM 81369Y803   14,847,644 85,400 SH   SOLE   85,400 0 0
Teck Resources Limited COM 878742204   9,657,740 229,400 SH   SOLE   229,400 0 0
Tesla, Inc. COM 88160R101   34,422,755 131,500 SH   SOLE   131,500 0 0
Boeing Company COM 097023105   26,432,375 125,177 SH   SOLE   125,177 0 0
Coca-Cola Company COM 191216100   9,978,454 165,700 SH   SOLE   165,700 0 0
Procter & Gamble Company COM 742718109   39,672,271 261,449 SH   SOLE   261,449 0 0
Thermo Fisher Scientific Inc. COM 883556102   29,844,100 57,200 SH   SOLE   57,200 0 0
TJX Companies, Inc. COM 872540109   22,075,924 260,360 SH   SOLE   260,360 0 0
Tractor Supply Company COM 892356106   20,427,650 92,391 SH   SOLE   92,391 0 0
TransDigm Group Incorporated COM 893641100   23,874,339 26,700 SH   SOLE   26,700 0 0
Uber Technologies, Inc. COM 90353T100   17,505,435 405,500 SH   SOLE   405,500 0 0
Union Pacific Corporation COM 907818108   18,947,812 92,600 SH   SOLE   92,600 0 0
UnitedHealth Group Incorporated COM 91324P102   43,545,984 90,600 SH   SOLE   90,600 0 0
Ventas, Inc. COM 92276F100   9,737,620 206,000 SH   SOLE   206,000 0 0
Verizon Communications Inc. COM 92343V104   17,211,532 462,800 SH   SOLE   462,800 0 0
Visa Inc. Class A COM 92826C839   46,394,330 195,361 SH   SOLE   195,361 0 0
Walmart Inc. COM 931142103   31,998,862 203,581 SH   SOLE   203,581 0 0
Wells Fargo & Company COM 949746101   31,958,784 748,800 SH   SOLE   748,800 0 0
Willis Towers Watson plc COM G96629103   22,772,850 96,700 SH   SOLE   96,700 0 0
YUM! Brands, Inc. COM 988498101   15,683,860 113,200 SH   SOLE   113,200 0 0