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
Accenture plc Class A COM G1151C101   31,054,656 101,119 SH   SOLE   101,119 0 0
Adams Natural Resources Fund, Inc. COM 00548F105   50,558,215 2,186,774 SH   SOLE   2,186,774 0 0
Advanced Micro Devices, Inc. COM 007903107   26,465,868 257,400 SH   SOLE   257,400 0 0
AES Corporation COM 00130H105   8,854,000 582,500 SH   SOLE   582,500 0 0
Align Technology, Inc. COM 016255101   11,907,480 39,000 SH   SOLE   39,000 0 0
Alphabet Inc. Class A COM 02079K305   95,436,198 729,300 SH   SOLE   729,300 0 0
Altria Group, Inc. COM 02209S103   13,304,620 316,400 SH   SOLE   316,400 0 0
Amazon.com, Inc. COM 023135106   70,729,568 556,400 SH   SOLE   556,400 0 0
American International Group, Inc. COM 026874784   25,548,960 421,600 SH   SOLE   421,600 0 0
American Water Works Company, Inc. COM 030420103   13,346,769 107,783 SH   SOLE   107,783 0 0
Apple Inc. COM 037833100   154,157,484 900,400 SH   SOLE   900,400 0 0
Arista Networks, Inc. COM 040413106   22,014,766 119,691 SH   SOLE   119,691 0 0
Bank of America Corp. COM 060505104   10,069,488 367,768 SH   SOLE   367,768 0 0
Becton, Dickinson and Company COM 075887109   22,311,139 86,300 SH   SOLE   86,300 0 0
Berkshire Hathaway Inc. Class B COM 084670702   25,411,813 72,543 SH   SOLE   72,543 0 0
Booking Holdings Inc. COM 09857L108   30,222,710 9,800 SH   SOLE   9,800 0 0
Carrier Global Corporation COM 14448C104   24,068,304 436,020 SH   SOLE   436,020 0 0
Cencora, Inc. COM 03073E105   29,929,011 166,300 SH   SOLE   166,300 0 0
CenterPoint Energy, Inc. COM 15189T107   12,367,110 460,600 SH   SOLE   460,600 0 0
Chubb Limited COM H1467J104   25,418,778 122,100 SH   SOLE   122,100 0 0
Cisco Systems, Inc. COM 17275R102   27,014,400 502,500 SH   SOLE   502,500 0 0
Colgate-Palmolive Company COM 194162103   11,270,935 158,500 SH   SOLE   158,500 0 0
Comcast Corporation Class A COM 20030N101   28,665,810 646,500 SH   SOLE   646,500 0 0
DexCom, Inc. COM 252131107   18,189,488 194,957 SH   SOLE   194,957 0 0
Diamondback Energy, Inc. COM 25278X109   17,687,296 114,200 SH   SOLE   114,200 0 0
Digital Realty Trust, Inc. COM 253868103   14,885,460 123,000 SH   SOLE   123,000 0 0
DTE Energy Company COM 233331107   13,641,072 137,400 SH   SOLE   137,400 0 0
DuPont de Nemours, Inc. COM 26614N102   11,314,259 151,686 SH   SOLE   151,686 0 0
Eli Lilly and Company COM 532457108   34,144,280 63,568 SH   SOLE   63,568 0 0
Exxon Mobil Corporation COM 30231G102   17,422,299 148,174 SH   SOLE   148,174 0 0
Generac Holdings Inc. COM 368736104   10,100,592 92,700 SH   SOLE   92,700 0 0
Health Care Select Sector SPDR Fund COM 81369Y209   28,734,768 223,200 SH   SOLE   223,200 0 0
Home Depot, Inc. COM 437076102   17,525,280 58,000 SH   SOLE   58,000 0 0
IDEXX Laboratories, Inc. COM 45168D104   14,998,361 34,300 SH   SOLE   34,300 0 0
Ingersoll Rand Inc. COM 45687V106   17,032,356 267,300 SH   SOLE   267,300 0 0
Intuit Inc. COM 461202103   24,320,744 47,600 SH   SOLE   47,600 0 0
Johnson & Johnson COM 478160104   15,761,900 101,200 SH   SOLE   101,200 0 0
JPMorgan Chase & Co. COM 46625H100   47,822,230 329,763 SH   SOLE   329,763 0 0
Lam Research Corporation COM 512807108   30,649,053 48,900 SH   SOLE   48,900 0 0
Linde plc COM G54950103   22,750,585 61,100 SH   SOLE   61,100 0 0
Lockheed Martin Corporation COM 539830109   24,214,931 59,211 SH   SOLE   59,211 0 0
Marathon Petroleum Corporation COM 56585A102   17,712,379 117,037 SH   SOLE   117,037 0 0
Mastercard Incorporated Class A COM 57636Q104   36,369,084 91,862 SH   SOLE   91,862 0 0
McDonald's Corporation COM 580135101   27,634,856 104,900 SH   SOLE   104,900 0 0
Merck & Co., Inc. COM 58933Y105   34,251,465 332,700 SH   SOLE   332,700 0 0
Meta Platforms, Inc. Class A COM 30303M102   42,479,715 141,500 SH   SOLE   141,500 0 0
Micron Technology, Inc. COM 595112103   19,687,882 289,400 SH   SOLE   289,400 0 0
Microsoft Corporation COM 594918104   174,388,725 552,300 SH   SOLE   552,300 0 0
Monster Beverage Corporation COM 61174X109   12,849,271 242,668 SH   SOLE   242,668 0 0
Morgan Stanley COM 617446448   26,123,701 319,869 SH   SOLE   319,869 0 0
Netflix, Inc. COM 64110L106   24,816,627 65,722 SH   SOLE   65,722 0 0
NVIDIA Corporation COM 67066G104   72,382,336 166,400 SH   SOLE   166,400 0 0
Oracle Corporation COM 68389X105   11,587,648 109,400 SH   SOLE   109,400 0 0
O'Reilly Automotive, Inc. COM 67103H107   21,812,640 24,000 SH   SOLE   24,000 0 0
Paycom Software, Inc. COM 70432V102   8,711,472 33,600 SH   SOLE   33,600 0 0
PepsiCo, Inc. COM 713448108   13,351,872 78,800 SH   SOLE   78,800 0 0
Philip Morris International Inc. COM 718172109   21,055,932 227,435 SH   SOLE   227,435 0 0
Pioneer Natural Resources Company COM 723787107   14,599,380 63,600 SH   SOLE   63,600 0 0
PPG Industries, Inc. COM 693506107   13,823,700 106,500 SH   SOLE   106,500 0 0
Prologis, Inc. COM 74340W103   19,614,308 174,800 SH   SOLE   174,800 0 0
Public Storage COM 74460D109   11,410,416 43,300 SH   SOLE   43,300 0 0
QUALCOMM Incorporated COM 747525103   4,175,856 37,600 SH   SOLE   37,600 0 0
Quanta Services, Inc. COM 74762E102   22,261,330 119,000 SH   SOLE   119,000 0 0
Regeneron Pharmaceuticals, Inc. COM 75886F107   26,581,608 32,300 SH   SOLE   32,300 0 0
Republic Services, Inc. COM 760759100   21,119,982 148,200 SH   SOLE   148,200 0 0
S&P Global, Inc. COM 78409V104   28,757,767 78,700 SH   SOLE   78,700 0 0
Salesforce, Inc. COM 79466L302   27,517,246 135,700 SH   SOLE   135,700 0 0
Skechers U.S.A., Inc. Class A COM 830566105   13,750,055 280,900 SH   SOLE   280,900 0 0
Synopsys, Inc. COM 871607107   22,994,397 50,100 SH   SOLE   50,100 0 0
Teck Resources Limited COM 878742204   9,884,846 229,400 SH   SOLE   229,400 0 0
Tesla, Inc. COM 88160R101   35,155,910 140,500 SH   SOLE   140,500 0 0
Boeing Company COM 097023105   23,993,927 125,177 SH   SOLE   125,177 0 0
Coca-Cola Company COM 191216100   9,275,886 165,700 SH   SOLE   165,700 0 0
Procter & Gamble Company COM 742718109   38,134,951 261,449 SH   SOLE   261,449 0 0
Thermo Fisher Scientific Inc. COM 883556102   24,245,543 47,900 SH   SOLE   47,900 0 0
TJX Companies, Inc. COM 872540109   23,140,797 260,360 SH   SOLE   260,360 0 0
TransDigm Group Incorporated COM 893641100   20,150,807 23,900 SH   SOLE   23,900 0 0
Uber Technologies, Inc. COM 90353T100   18,648,945 405,500 SH   SOLE   405,500 0 0
Union Pacific Corporation COM 907818108   21,034,979 103,300 SH   SOLE   103,300 0 0
UnitedHealth Group Incorporated COM 91324P102   45,679,614 90,600 SH   SOLE   90,600 0 0
Ventas, Inc. COM 92276F100   8,678,780 206,000 SH   SOLE   206,000 0 0
Verizon Communications Inc. COM 92343V104   14,999,348 462,800 SH   SOLE   462,800 0 0
Visa Inc. Class A COM 92826C839   47,235,084 205,361 SH   SOLE   205,361 0 0
Walmart Inc. COM 931142103   32,558,709 203,581 SH   SOLE   203,581 0 0
Wells Fargo & Company COM 949746101   23,282,028 569,800 SH   SOLE   569,800 0 0