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   43,460,058 187,700 SH   SOLE   187,700 0 0
Adams Natural Resources Fund, Inc. COM 00548F105   54,144,363 2,516,002 SH   SOLE   2,516,002 0 0
Advanced Micro Devices, Inc. COM 007903107   20,709,120 128,000 SH   SOLE   128,000 0 0
Alphabet Inc. Class A COM 02079K305   129,572,300 533,000 SH   SOLE   533,000 0 0
Amazon.com, Inc. COM 023135106   114,769,239 522,700 SH   SOLE   522,700 0 0
American International Group, Inc. COM 026874784   19,493,628 248,200 SH   SOLE   248,200 0 0
Analog Devices, Inc. COM 032654105   19,410,300 79,000 SH   SOLE   79,000 0 0
Apple Inc. COM 037833100   209,535,027 822,900 SH   SOLE   822,900 0 0
Arista Networks, Inc. COM 040413205   30,404,431 208,664 SH   SOLE   208,664 0 0
Atlassian Corporation Class A COM 049468101   12,185,110 76,300 SH   SOLE   76,300 0 0
Autodesk, Inc. COM 052769106   12,929,169 40,700 SH   SOLE   40,700 0 0
AvalonBay Communities, Inc. COM 053484101   11,126,592 57,600 SH   SOLE   57,600 0 0
Axon Enterprise Inc. COM 05464C101   10,549,308 14,700 SH   SOLE   14,700 0 0
Baker Hughes Company COM 05722G100   15,073,968 309,400 SH   SOLE   309,400 0 0
Bank of America Corp. COM 060505104   47,404,400 918,868 SH   SOLE   918,868 0 0
Berkshire Hathaway Inc. Class B COM 084670702   46,776,438 93,043 SH   SOLE   93,043 0 0
Boeing Company COM 097023105   29,201,799 135,300 SH   SOLE   135,300 0 0
Booking Holdings Inc. COM 09857L108   30,235,912 5,600 SH   SOLE   5,600 0 0
Boston Scientific Corporation COM 101137107   20,863,531 213,700 SH   SOLE   213,700 0 0
Broadcom Inc. COM 11135F101   87,492,132 265,200 SH   SOLE   265,200 0 0
Capital One Financial Corporation COM 14040H105   33,517,489 157,670 SH   SOLE   157,670 0 0
Carrier Global Corporation COM 14448C104   16,548,840 277,200 SH   SOLE   277,200 0 0
CBRE Group, Inc. Class A COM 12504L109   15,472,392 98,200 SH   SOLE   98,200 0 0
Cencora, Inc. COM 03073E105   24,096,063 77,100 SH   SOLE   77,100 0 0
Chevron Corporation COM 166764100   27,692,400 178,327 SH   SOLE   178,327 0 0
Cigna Group COM 125523100   11,587,650 40,200 SH   SOLE   40,200 0 0
Cisco Systems, Inc. COM 17275R102   25,643,816 374,800 SH   SOLE   374,800 0 0
Coca-Cola Company COM 191216100   9,550,080 144,000 SH   SOLE   144,000 0 0
Colgate-Palmolive Company COM 194162103   5,779,662 72,300 SH   SOLE   72,300 0 0
Constellation Energy Corporation COM 21037T109   9,641,751 29,300 SH   SOLE   29,300 0 0
Costco Wholesale Corporation COM 22160K105   12,681,131 13,700 SH   SOLE   13,700 0 0
Crown Holdings, Inc. COM 228368106   14,527,136 150,400 SH   SOLE   150,400 0 0
CVS Health Corporation COM 126650100   9,612,225 127,500 SH   SOLE   127,500 0 0
Duke Energy Corporation COM 26441C204   18,562,500 150,000 SH   SOLE   150,000 0 0
Ecolab Inc. COM 278865100   19,772,692 72,200 SH   SOLE   72,200 0 0
Eli Lilly and Company COM 532457108   32,021,584 41,968 SH   SOLE   41,968 0 0
Entergy Corporation COM 29364G103   19,840,151 212,900 SH   SOLE   212,900 0 0
Eversource Energy COM 30040W108   15,295,100 215,000 SH   SOLE   215,000 0 0
Freeport-McMoRan, Inc. COM 35671D857   7,820,468 199,400 SH   SOLE   199,400 0 0
GE Aerospace COM 369604301   45,183,164 150,200 SH   SOLE   150,200 0 0
GE Vernova Inc. COM 36828A101   25,026,430 40,700 SH   SOLE   40,700 0 0
Goldman Sachs Group, Inc. COM 38141G104   33,446,700 42,000 SH   SOLE   42,000 0 0
Health Care Select Sector SPDR Fund COM 81369Y209   20,082,231 144,300 SH   SOLE   144,300 0 0
Home Depot, Inc. COM 437076102   32,698,833 80,700 SH   SOLE   80,700 0 0
Insulet Corporation COM 45784P101   12,565,311 40,700 SH   SOLE   40,700 0 0
International Business Machines Corporation COM 459200101   24,801,864 87,900 SH   SOLE   87,900 0 0
Johnson & Johnson COM 478160104   19,061,176 102,800 SH   SOLE   102,800 0 0
Johnson Controls International plc COM G51502105   18,801,450 171,000 SH   SOLE   171,000 0 0
JPMorgan Chase & Co. COM 46625H100   64,304,506 203,863 SH   SOLE   203,863 0 0
L3Harris Technologies, Inc. COM 502431109   12,857,761 42,100 SH   SOLE   42,100 0 0
Lam Research Corporation COM 512807306   37,224,200 278,000 SH   SOLE   278,000 0 0
Lamb Weston Holdings, Inc. COM 513272104   5,395,632 92,900 SH   SOLE   92,900 0 0
Lincoln Electric Holdings, Inc. COM 533900106   19,102,230 81,000 SH   SOLE   81,000 0 0
M&T Bank Corporation COM 55261F104   18,497,232 93,600 SH   SOLE   93,600 0 0
Mastercard Incorporated Class A COM 57636Q104   32,741,841 57,562 SH   SOLE   57,562 0 0
Materials Select Sector SPDR Fund COM 81369Y100   4,588,544 51,200 SH   SOLE   51,200 0 0
McDonald's Corporation COM 580135101   22,609,416 74,400 SH   SOLE   74,400 0 0
Medtronic plc COM G5960L103   18,371,796 192,900 SH   SOLE   192,900 0 0
Merck & Co., Inc. COM 58933Y105   25,917,584 308,800 SH   SOLE   308,800 0 0
Meta Platforms, Inc. Class A COM 30303M102   90,695,930 123,500 SH   SOLE   123,500 0 0
Microsoft Corporation COM 594918104   219,766,185 424,300 SH   SOLE   424,300 0 0
Moody's Corporation COM 615369105   19,773,920 41,500 SH   SOLE   41,500 0 0
Netflix, Inc. COM 64110L106   41,748,792 34,822 SH   SOLE   34,822 0 0
NVIDIA Corporation COM 67066G104   245,315,384 1,314,800 SH   SOLE   1,314,800 0 0
Oracle Corporation COM 68389X105   24,130,392 85,800 SH   SOLE   85,800 0 0
O'Reilly Automotive, Inc. COM 67103H107   23,448,675 217,500 SH   SOLE   217,500 0 0
Palantir Technologies Inc. Class A COM 69608A108   10,379,698 56,900 SH   SOLE   56,900 0 0
Palo Alto Networks, Inc. COM 697435105   21,950,236 107,800 SH   SOLE   107,800 0 0
Parker-Hannifin Corporation COM 701094104   21,607,275 28,500 SH   SOLE   28,500 0 0
PepsiCo, Inc. COM 713448108   6,713,032 47,800 SH   SOLE   47,800 0 0
Philip Morris International Inc. COM 718172109   34,862,457 214,935 SH   SOLE   214,935 0 0
Post Holdings, Inc. COM 737446104   11,930,280 111,000 SH   SOLE   111,000 0 0
Procter & Gamble Company COM 742718109   10,793,759 70,249 SH   SOLE   70,249 0 0
Progressive Corporation COM 743315103   21,237,700 86,000 SH   SOLE   86,000 0 0
Prologis, Inc. COM 74340W103   18,185,776 158,800 SH   SOLE   158,800 0 0
PulteGroup, Inc. COM 745867101   7,068,955 53,500 SH   SOLE   53,500 0 0
Republic Services, Inc. COM 760759100   15,719,380 68,500 SH   SOLE   68,500 0 0
RTX Corporation COM 75513E101   17,318,655 103,500 SH   SOLE   103,500 0 0
Salesforce, Inc. COM 79466L302   13,035,000 55,000 SH   SOLE   55,000 0 0
Snowflake, Inc. COM 833445109   15,382,510 68,200 SH   SOLE   68,200 0 0
Spotify Technology SA COM L8681T102   6,351,800 9,100 SH   SOLE   9,100 0 0
Sysco Corporation COM 871829107   15,603,430 189,500 SH   SOLE   189,500 0 0
T. Rowe Price Group, Inc. COM 74144T108   15,888,672 154,800 SH   SOLE   154,800 0 0
Tesla, Inc. COM 88160R101   54,166,896 121,800 SH   SOLE   121,800 0 0
TKO Group Holdings, Inc. Class A COM 87256C101   10,966,428 54,300 SH   SOLE   54,300 0 0
T-Mobile US, Inc. COM 872590104   23,195,922 96,900 SH   SOLE   96,900 0 0
Uber Technologies, Inc. COM 90353T100   34,260,109 349,700 SH   SOLE   349,700 0 0
UnitedHealth Group Incorporated COM 91324P102   17,541,240 50,800 SH   SOLE   50,800 0 0
Vertex Pharmaceuticals Incorporated COM 92532F100   13,746,564 35,100 SH   SOLE   35,100 0 0
VICI Properties Inc. COM 925652109   13,748,376 421,600 SH   SOLE   421,600 0 0
Visa Inc. Class A COM 92826C839   39,894,008 116,861 SH   SOLE   116,861 0 0
Vistra Corp. COM 92840M102   7,327,408 37,400 SH   SOLE   37,400 0 0
Walmart Inc. COM 931142103   36,405,224 353,243 SH   SOLE   353,243 0 0