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
3M Company COM 88579Y101   21,009,120 138,000 SH   SOLE   138,000 0 0
AbbVie, Inc. COM 00287Y109   34,840,874 187,700 SH   SOLE   187,700 0 0
Accenture plc Class A COM G1151C101   7,358,373 24,619 SH   SOLE   24,619 0 0
Adams Natural Resources Fund, Inc. COM 00548F105   52,488,588 2,456,181 SH   SOLE   2,456,181 0 0
Advanced Micro Devices, Inc. COM 007903107   18,163,200 128,000 SH   SOLE   128,000 0 0
Alphabet Inc. Class A COM 02079K305   95,252,315 540,500 SH   SOLE   540,500 0 0
Amazon.com, Inc. COM 023135106   114,675,153 522,700 SH   SOLE   522,700 0 0
American International Group, Inc. COM 026874784   17,931,105 209,500 SH   SOLE   209,500 0 0
American Tower Corporation COM 03027X100   20,157,024 91,200 SH   SOLE   91,200 0 0
Analog Devices, Inc. COM 032654105   18,803,580 79,000 SH   SOLE   79,000 0 0
Apollo Global Management, Inc. COM 03769M106   13,094,601 92,300 SH   SOLE   92,300 0 0
Apple Inc. COM 037833100   170,496,270 831,000 SH   SOLE   831,000 0 0
Arista Networks, Inc. COM 040413205   21,859,964 213,664 SH   SOLE   213,664 0 0
Atlassian Corporation Class A COM 049468101   12,693,125 62,500 SH   SOLE   62,500 0 0
Autodesk, Inc. COM 052769106   12,599,499 40,700 SH   SOLE   40,700 0 0
AvalonBay Communities, Inc. COM 053484101   11,721,600 57,600 SH   SOLE   57,600 0 0
Baker Hughes Company COM 05722G100   11,862,396 309,400 SH   SOLE   309,400 0 0
Bank of America Corp. COM 060505104   44,048,674 930,868 SH   SOLE   930,868 0 0
Berkshire Hathaway Inc. Class B COM 084670702   46,363,346 95,443 SH   SOLE   95,443 0 0
Booking Holdings Inc. COM 09857L108   32,419,744 5,600 SH   SOLE   5,600 0 0
Boston Scientific Corporation COM 101137107   22,953,517 213,700 SH   SOLE   213,700 0 0
Broadcom Inc. COM 11135F101   73,653,680 267,200 SH   SOLE   267,200 0 0
Capital One Financial Corporation COM 14040H105   33,545,869 157,670 SH   SOLE   157,670 0 0
Carrier Global Corporation COM 14448C104   20,288,268 277,200 SH   SOLE   277,200 0 0
CBRE Group, Inc. Class A COM 12504L109   13,759,784 98,200 SH   SOLE   98,200 0 0
Cencora, Inc. COM 03073E105   23,118,435 77,100 SH   SOLE   77,100 0 0
Chevron Corporation COM 166764100   19,115,865 133,500 SH   SOLE   133,500 0 0
Cigna Group COM 125523100   13,289,316 40,200 SH   SOLE   40,200 0 0
Cisco Systems, Inc. COM 17275R102   26,003,624 374,800 SH   SOLE   374,800 0 0
CME Group Inc. Class A COM 12572Q105   24,006,502 87,100 SH   SOLE   87,100 0 0
Colgate-Palmolive Company COM 194162103   8,108,280 89,200 SH   SOLE   89,200 0 0
Constellation Energy Corporation COM 21037T109   9,456,868 29,300 SH   SOLE   29,300 0 0
Consumer Discretionary Select Sector SPDR Fund COM 81369Y407   6,889,361 31,700 SH   SOLE   31,700 0 0
Costco Wholesale Corporation COM 22160K105   13,562,178 13,700 SH   SOLE   13,700 0 0
Crown Holdings, Inc. COM 228368106   10,782,006 104,700 SH   SOLE   104,700 0 0
Deere & Company COM 244199105   23,390,540 46,000 SH   SOLE   46,000 0 0
Domino's Pizza, Inc. COM 25754A201   11,670,540 25,900 SH   SOLE   25,900 0 0
Duke Energy Corporation COM 26441C204   17,700,000 150,000 SH   SOLE   150,000 0 0
Ecolab Inc. COM 278865100   15,465,856 57,400 SH   SOLE   57,400 0 0
Eli Lilly and Company COM 532457108   32,715,315 41,968 SH   SOLE   41,968 0 0
Entergy Corporation COM 29364G103   18,244,840 219,500 SH   SOLE   219,500 0 0
Eversource Energy COM 30040W108   13,678,300 215,000 SH   SOLE   215,000 0 0
Fiserv, Inc. COM 337738108   11,430,783 66,300 SH   SOLE   66,300 0 0
Freeport-McMoRan, Inc. COM 35671D857   8,115,120 187,200 SH   SOLE   187,200 0 0
GE Aerospace COM 369604301   41,362,573 160,700 SH   SOLE   160,700 0 0
GE Vernova Inc. COM 36828A101   23,917,580 45,200 SH   SOLE   45,200 0 0
Health Care Select Sector SPDR Fund COM 81369Y209   18,061,860 134,000 SH   SOLE   134,000 0 0
Hess Corporation COM 42809H107   6,802,314 49,100 SH   SOLE   49,100 0 0
Home Depot, Inc. COM 437076102   13,895,656 37,900 SH   SOLE   37,900 0 0
Insulet Corporation COM 45784P101   12,787,126 40,700 SH   SOLE   40,700 0 0
International Business Machines Corporation COM 459200101   38,232,966 129,700 SH   SOLE   129,700 0 0
Johnson & Johnson COM 478160104   15,702,700 102,800 SH   SOLE   102,800 0 0
JPMorgan Chase & Co. COM 46625H100   69,016,844 238,063 SH   SOLE   238,063 0 0
Kenvue, Inc. COM 49177J102   15,749,825 752,500 SH   SOLE   752,500 0 0
Lam Research Corporation COM 512807306   27,634,826 283,900 SH   SOLE   283,900 0 0
Mastercard Incorporated Class A COM 57636Q104   30,997,734 55,162 SH   SOLE   55,162 0 0
McDonald's Corporation COM 580135101   19,137,135 65,500 SH   SOLE   65,500 0 0
Medtronic plc COM G5960L103   16,815,093 192,900 SH   SOLE   192,900 0 0
Meta Platforms, Inc. Class A COM 30303M102   92,630,295 125,500 SH   SOLE   125,500 0 0
Microsoft Corporation COM 594918104   216,074,904 434,400 SH   SOLE   434,400 0 0
Netflix, Inc. COM 64110L106   46,631,185 34,822 SH   SOLE   34,822 0 0
NVIDIA Corporation COM 67066G104   209,810,720 1,328,000 SH   SOLE   1,328,000 0 0
Oracle Corporation COM 68389X105   10,669,144 48,800 SH   SOLE   48,800 0 0
O'Reilly Automotive, Inc. COM 67103H107   22,307,175 247,500 SH   SOLE   247,500 0 0
Palantir Technologies Inc. Class A COM 69608A108   5,357,376 39,300 SH   SOLE   39,300 0 0
Palo Alto Networks, Inc. COM 697435105   22,060,192 107,800 SH   SOLE   107,800 0 0
Parker-Hannifin Corporation COM 701094104   15,855,269 22,700 SH   SOLE   22,700 0 0
Paycom Software, Inc. COM 70432V102   9,603,100 41,500 SH   SOLE   41,500 0 0
PepsiCo, Inc. COM 713448108   6,311,512 47,800 SH   SOLE   47,800 0 0
Philip Morris International Inc. COM 718172109   34,301,454 188,335 SH   SOLE   188,335 0 0
Post Holdings, Inc. COM 737446104   12,691,092 116,400 SH   SOLE   116,400 0 0
Progressive Corporation COM 743315103   20,174,616 75,600 SH   SOLE   75,600 0 0
Quest Diagnostics Incorporated COM 74834L100   9,358,723 52,100 SH   SOLE   52,100 0 0
RTX Corporation COM 75513E101   15,113,070 103,500 SH   SOLE   103,500 0 0
Regeneron Pharmaceuticals, Inc. COM 75886F107   10,342,500 19,700 SH   SOLE   19,700 0 0
Republic Services, Inc. COM 760759100   16,892,785 68,500 SH   SOLE   68,500 0 0
Salesforce, Inc. COM 79466L302   25,632,860 94,000 SH   SOLE   94,000 0 0
Sherwin-Williams Company COM 824348106   14,524,128 42,300 SH   SOLE   42,300 0 0
Skechers U.S.A., Inc. Class A COM 830566105   11,427,410 181,100 SH   SOLE   181,100 0 0
Spotify Technology SA COM L8681T102   6,982,794 9,100 SH   SOLE   9,100 0 0
Sysco Corporation COM 871829107   14,898,058 196,700 SH   SOLE   196,700 0 0
Tesla, Inc. COM 88160R101   38,690,988 121,800 SH   SOLE   121,800 0 0
Boeing Company COM 097023105   25,269,318 120,600 SH   SOLE   120,600 0 0
Coca-Cola Company COM 191216100   10,188,000 144,000 SH   SOLE   144,000 0 0
Goldman Sachs Group, Inc. COM 38141G104   35,245,950 49,800 SH   SOLE   49,800 0 0
Procter & Gamble Company COM 742718109   11,192,071 70,249 SH   SOLE   70,249 0 0
Thermo Fisher Scientific Inc. COM 883556102   16,340,038 40,300 SH   SOLE   40,300 0 0
TKO Group Holdings, Inc. Class A COM 87256C101   9,879,885 54,300 SH   SOLE   54,300 0 0
T-Mobile US, Inc. COM 872590104   23,087,394 96,900 SH   SOLE   96,900 0 0
Trane Technologies plc COM G8994E103   13,822,156 31,600 SH   SOLE   31,600 0 0
Uber Technologies, Inc. COM 90353T100   28,857,690 309,300 SH   SOLE   309,300 0 0
UnitedHealth Group Incorporated COM 91324P102   15,848,076 50,800 SH   SOLE   50,800 0 0
Vertex Pharmaceuticals Incorporated COM 92532F100   15,626,520 35,100 SH   SOLE   35,100 0 0
VICI Properties Inc. COM 925652109   13,744,160 421,600 SH   SOLE   421,600 0 0
Visa Inc. Class A COM 92826C839   41,491,498 116,861 SH   SOLE   116,861 0 0
Vistra Corp. COM 92840M102   7,248,494 37,400 SH   SOLE   37,400 0 0
Walmart Inc. COM 931142103   34,540,100 353,243 SH   SOLE   353,243 0 0