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
AbbVie, Inc. COM 00287Y109   32,778,000 180,000 SH   SOLE   180,000 0 0
Accenture plc Class A COM G1151C101   13,281,749 38,319 SH   SOLE   38,319 0 0
Adams Natural Resources Fund, Inc. COM 00548F105   50,427,008 2,186,774 SH   SOLE   2,186,774 0 0
Adobe Inc. COM 00724F101   29,418,180 58,300 SH   SOLE   58,300 0 0
Advanced Micro Devices, Inc. COM 007903107   35,574,579 197,100 SH   SOLE   197,100 0 0
Alphabet Inc. Class A COM 02079K305   107,099,928 709,600 SH   SOLE   709,600 0 0
Amazon.com, Inc. COM 023135106   123,488,148 684,600 SH   SOLE   684,600 0 0
American International Group, Inc. COM 026874784   28,688,390 367,000 SH   SOLE   367,000 0 0
Analog Devices, Inc. COM 032654105   22,152,480 112,000 SH   SOLE   112,000 0 0
Apple Inc. COM 037833100   149,890,668 874,100 SH   SOLE   874,100 0 0
Arista Networks, Inc. COM 040413106   20,411,982 70,391 SH   SOLE   70,391 0 0
Atmos Energy Corporation COM 049560105   11,566,051 97,300 SH   SOLE   97,300 0 0
Avery Dennison Corporation COM 053611109   5,782,175 25,900 SH   SOLE   25,900 0 0
Bank of America Corp. COM 060505104   41,915,555 1,105,368 SH   SOLE   1,105,368 0 0
Berkshire Hathaway Inc. Class B COM 084670702   34,753,034 82,643 SH   SOLE   82,643 0 0
Blackstone Inc. COM 09260D107   20,178,432 153,600 SH   SOLE   153,600 0 0
Boeing Company COM 097023105   6,711,613 34,777 SH   SOLE   34,777 0 0
Booking Holdings Inc. COM 09857L108   25,395,160 7,000 SH   SOLE   7,000 0 0
Broadcom Inc. COM 11135F101   11,663,608 8,800 SH   SOLE   8,800 0 0
Cboe Global Markets, Inc. COM 12503M108   22,929,504 124,800 SH   SOLE   124,800 0 0
CBRE Group, Inc. Class A COM 12504L109   11,542,388 118,700 SH   SOLE   118,700 0 0
Cencora, Inc. COM 03073E105   34,140,095 140,500 SH   SOLE   140,500 0 0
Chevron Corporation COM 166764100   14,117,730 89,500 SH   SOLE   89,500 0 0
Cisco Systems, Inc. COM 17275R102   17,937,654 359,400 SH   SOLE   359,400 0 0
Coca-Cola Company COM 191216100   8,809,920 144,000 SH   SOLE   144,000 0 0
Colgate-Palmolive Company COM 194162103   22,980,760 255,200 SH   SOLE   255,200 0 0
DexCom, Inc. COM 252131107   27,040,536 194,957 SH   SOLE   194,957 0 0
Diamondback Energy, Inc. COM 25278X109   17,954,202 90,600 SH   SOLE   90,600 0 0
DTE Energy Company COM 233331107   15,408,036 137,400 SH   SOLE   137,400 0 0
Eli Lilly and Company COM 532457108   49,453,361 63,568 SH   SOLE   63,568 0 0
Equinix, Inc. COM 29444U700   16,093,935 19,500 SH   SOLE   19,500 0 0
Freeport-McMoRan, Inc. COM 35671D857   19,000,782 404,100 SH   SOLE   404,100 0 0
Generac Holdings Inc. COM 368736104   13,042,876 103,400 SH   SOLE   103,400 0 0
Health Care Select Sector SPDR Fund COM 81369Y209   32,279,005 218,500 SH   SOLE   218,500 0 0
Hess Corporation COM 42809H107   14,134,464 92,600 SH   SOLE   92,600 0 0
Home Depot, Inc. COM 437076102   15,919,400 41,500 SH   SOLE   41,500 0 0
Hubbell Incorporated COM 443510607   22,993,770 55,400 SH   SOLE   55,400 0 0
IDEXX Laboratories, Inc. COM 45168D104   14,092,173 26,100 SH   SOLE   26,100 0 0
Ingersoll Rand Inc. COM 45687V106   25,380,135 267,300 SH   SOLE   267,300 0 0
Intuit Inc. COM 461202103   30,940,000 47,600 SH   SOLE   47,600 0 0
Johnson & Johnson COM 478160104   16,008,828 101,200 SH   SOLE   101,200 0 0
JPMorgan Chase & Co. COM 46625H100   60,963,909 304,363 SH   SOLE   304,363 0 0
Lam Research Corporation COM 512807108   36,433,875 37,500 SH   SOLE   37,500 0 0
Leidos Holdings, Inc. COM 525327102   25,680,531 195,900 SH   SOLE   195,900 0 0
Linde plc COM G54950103   28,509,248 61,400 SH   SOLE   61,400 0 0
Marathon Petroleum Corporation COM 56585A102   20,117,156 99,837 SH   SOLE   99,837 0 0
Marsh & McLennan Companies, Inc. COM 571748102   20,618,598 100,100 SH   SOLE   100,100 0 0
Mastercard Incorporated Class A COM 57636Q104   14,717,742 30,562 SH   SOLE   30,562 0 0
McDonald's Corporation COM 580135101   26,334,130 93,400 SH   SOLE   93,400 0 0
Merck & Co., Inc. COM 58933Y105   11,400,480 86,400 SH   SOLE   86,400 0 0
Meta Platforms, Inc. Class A COM 30303M102   76,770,198 158,100 SH   SOLE   158,100 0 0
MetLife, Inc. COM 59156R108   16,319,022 220,200 SH   SOLE   220,200 0 0
Micron Technology, Inc. COM 595112103   30,733,923 260,700 SH   SOLE   260,700 0 0
Microsoft Corporation COM 594918104   223,738,896 531,800 SH   SOLE   531,800 0 0
Monster Beverage Corporation COM 61174X109   14,385,359 242,668 SH   SOLE   242,668 0 0
Morgan Stanley COM 617446448   28,461,649 302,269 SH   SOLE   302,269 0 0
Netflix, Inc. COM 64110L106   31,837,453 52,422 SH   SOLE   52,422 0 0
NextEra Energy, Inc. COM 65339F101   18,425,253 288,300 SH   SOLE   288,300 0 0
NIKE, Inc. Class B COM 654106103   19,839,178 211,100 SH   SOLE   211,100 0 0
NVIDIA Corporation COM 67066G104   145,563,516 161,100 SH   SOLE   161,100 0 0
Oracle Corporation COM 68389X105   6,129,768 48,800 SH   SOLE   48,800 0 0
O'Reilly Automotive, Inc. COM 67103H107   25,738,464 22,800 SH   SOLE   22,800 0 0
Pentair plc COM G7S00T104   23,316,576 272,900 SH   SOLE   272,900 0 0
PepsiCo, Inc. COM 713448108   8,365,478 47,800 SH   SOLE   47,800 0 0
Philip Morris International Inc. COM 718172109   23,815,245 259,935 SH   SOLE   259,935 0 0
PPG Industries, Inc. COM 693506107   9,404,010 64,900 SH   SOLE   64,900 0 0
Procter & Gamble Company COM 742718109   36,806,250 226,849 SH   SOLE   226,849 0 0
Prologis, Inc. COM 74340W103   22,762,456 174,800 SH   SOLE   174,800 0 0
Public Storage COM 74460D109   12,559,598 43,300 SH   SOLE   43,300 0 0
Regeneron Pharmaceuticals, Inc. COM 75886F107   31,088,427 32,300 SH   SOLE   32,300 0 0
Republic Services, Inc. COM 760759100   25,365,800 132,500 SH   SOLE   132,500 0 0
S&P Global, Inc. COM 78409V104   16,847,820 39,600 SH   SOLE   39,600 0 0
Salesforce, Inc. COM 79466L302   40,870,126 135,700 SH   SOLE   135,700 0 0
SPDR S&P 500 ETF Trust COM 78462F103   8,473,734 16,200 SH   SOLE   16,200 0 0
Synopsys, Inc. COM 871607107   28,632,150 50,100 SH   SOLE   50,100 0 0
Target Corporation COM 87612E106   19,936,125 112,500 SH   SOLE   112,500 0 0
Tesla, Inc. COM 88160R101   23,678,913 134,700 SH   SOLE   134,700 0 0
Thermo Fisher Scientific Inc. COM 883556102   23,655,247 40,700 SH   SOLE   40,700 0 0
Trane Technologies plc COM G8994E103   29,119,400 97,000 SH   SOLE   97,000 0 0
TransDigm Group Incorporated COM 893641100   27,834,160 22,600 SH   SOLE   22,600 0 0
Uber Technologies, Inc. COM 90353T100   27,500,828 357,200 SH   SOLE   357,200 0 0
Ulta Beauty, Inc. COM 90384S303   16,679,872 31,900 SH   SOLE   31,900 0 0
Union Pacific Corporation COM 907818108   35,020,432 142,400 SH   SOLE   142,400 0 0
UnitedHealth Group Incorporated COM 91324P102   53,279,190 107,700 SH   SOLE   107,700 0 0
Utilities Select Sector SPDR Fund COM 81369Y886   7,221,500 110,000 SH   SOLE   110,000 0 0
Verizon Communications Inc. COM 92343V104   25,889,320 617,000 SH   SOLE   617,000 0 0
Visa Inc. Class A COM 92826C839   54,465,532 195,161 SH   SOLE   195,161 0 0
Walmart Inc. COM 931142103   30,502,760 506,943 SH   SOLE   506,943 0 0
Walt Disney Company COM 254687106   14,548,604 118,900 SH   SOLE   118,900 0 0
Zoetis, Inc. Class A COM 98978V103   22,995,639 135,900 SH   SOLE   135,900 0 0