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   28,143,206 129,400 SH   SOLE   129,400 0 0
Adams Natural Resources Fund, Inc. COM 00548F105   72,889,015 2,621,907 SH   SOLE   2,621,907 0 0
Advanced Micro Devices, Inc. COM 007903107   26,039,040 128,000 SH   SOLE   128,000 0 0
Airbnb, Inc. Class A COM 009066101   19,573,400 155,000 SH   SOLE   155,000 0 0
Alphabet Inc. Class A COM 02079K305   153,988,380 535,500 SH   SOLE   535,500 0 0
Amazon.com, Inc. COM 023135106   111,257,834 534,200 SH   SOLE   534,200 0 0
Ameren Corporation COM 023608102   16,070,304 146,200 SH   SOLE   146,200 0 0
Amphenol Corporation Class A COM 032095101   16,918,265 133,900 SH   SOLE   133,900 0 0
Analog Devices, Inc. COM 032654105   25,133,060 79,000 SH   SOLE   79,000 0 0
Apple Inc. COM 037833100   194,733,067 767,300 SH   SOLE   767,300 0 0
Arista Networks, Inc. COM 040413205   20,106,944 163,764 SH   SOLE   163,764 0 0
Bank of America Corp. COM 060505104   45,472,440 932,768 SH   SOLE   932,768 0 0
Berkshire Hathaway Inc. Class B COM 084670702   40,177,566 83,843 SH   SOLE   83,843 0 0
Biogen Inc. COM 09062X103   18,387,999 100,300 SH   SOLE   100,300 0 0
Boeing Company COM 097023105   7,503,431 37,700 SH   SOLE   37,700 0 0
Broadcom Inc. COM 11135F101   81,215,424 262,400 SH   SOLE   262,400 0 0
Capital One Financial Corporation COM 14040H105   16,486,199 90,370 SH   SOLE   90,370 0 0
CBRE Group, Inc. Class A COM 12504L109   12,787,424 94,400 SH   SOLE   94,400 0 0
Centene Corporation COM 15135B101   7,415,610 226,500 SH   SOLE   226,500 0 0
Charles Schwab Corp. COM 808513105   30,336,744 322,800 SH   SOLE   322,800 0 0
Chevron Corporation COM 166764100   29,012,966 140,227 SH   SOLE   140,227 0 0
Cisco Systems, Inc. COM 17275R102   27,451,342 353,800 SH   SOLE   353,800 0 0
Coca-Cola Company COM 191216100   10,951,200 144,000 SH   SOLE   144,000 0 0
Constellation Energy Corporation COM 21037T109   5,975,950 21,400 SH   SOLE   21,400 0 0
Corning Incorporated COM 219350105   4,935,711 36,300 SH   SOLE   36,300 0 0
Costco Wholesale Corporation COM 22160K105   13,651,091 13,700 SH   SOLE   13,700 0 0
Crown Holdings, Inc. COM 228368106   11,538,775 115,100 SH   SOLE   115,100 0 0
CVS Health Corporation COM 126650100   14,414,274 200,700 SH   SOLE   200,700 0 0
Deckers Outdoor Corporation COM 243537107   8,457,605 84,500 SH   SOLE   84,500 0 0
Dollar General Corporation COM 256677105   16,432,232 138,400 SH   SOLE   138,400 0 0
Ecolab Inc. COM 278865100   9,177,690 34,500 SH   SOLE   34,500 0 0
Eli Lilly and Company COM 532457108   46,694,883 50,768 SH   SOLE   50,768 0 0
EMCOR Group, Inc. COM 29084Q100   16,095,158 21,800 SH   SOLE   21,800 0 0
Entergy Corporation COM 29364G103   22,483,236 200,100 SH   SOLE   200,100 0 0
Everest Group, Ltd. COM G3223R108   8,824,950 27,000 SH   SOLE   27,000 0 0
FedEx Corporation COM 31428X106   23,329,790 65,500 SH   SOLE   65,500 0 0
Freeport-McMoRan, Inc. COM 35671D857   16,193,890 275,500 SH   SOLE   275,500 0 0
GE Aerospace COM 369604301   12,968,289 45,700 SH   SOLE   45,700 0 0
GE Vernova Inc. COM 36828A101   37,796,570 43,300 SH   SOLE   43,300 0 0
Gilead Sciences, Inc. COM 375558103   24,682,427 177,100 SH   SOLE   177,100 0 0
Goldman Sachs Group, Inc. COM 38141G104   30,878,635 36,500 SH   SOLE   36,500 0 0
Halliburton Company COM 406216101   11,833,465 303,500 SH   SOLE   303,500 0 0
Home Depot, Inc. COM 437076102   24,272,082 73,800 SH   SOLE   73,800 0 0
International Business Machines Corporation COM 459200101   15,003,941 61,900 SH   SOLE   61,900 0 0
Iron Mountain, Inc. COM 46284V101   8,252,912 80,800 SH   SOLE   80,800 0 0
J.B. Hunt Transport Services, Inc. COM 445658107   22,694,490 107,100 SH   SOLE   107,100 0 0
Johnson & Johnson COM 478160104   25,128,432 102,800 SH   SOLE   102,800 0 0
Johnson Controls International plc COM G51502105   17,979,435 137,300 SH   SOLE   137,300 0 0
JPMorgan Chase & Co. COM 46625H100   60,262,500 204,863 SH   SOLE   204,863 0 0
L3Harris Technologies, Inc. COM 502431109   22,572,810 65,400 SH   SOLE   65,400 0 0
Lam Research Corporation COM 512807306   43,095,222 201,700 SH   SOLE   201,700 0 0
Lincoln Electric Holdings, Inc. COM 533900106   24,235,484 97,300 SH   SOLE   97,300 0 0
Lumentum Holdings, Inc. COM 55024U109   2,529,936 3,600 SH   SOLE   3,600 0 0
M&T Bank Corporation COM 55261F104   24,785,728 119,900 SH   SOLE   119,900 0 0
Mastercard Incorporated Class A COM 57636Q104   17,519,079 35,062 SH   SOLE   35,062 0 0
McDonald's Corporation COM 580135101   23,122,776 74,400 SH   SOLE   74,400 0 0
Medtronic plc COM G5960L103   16,714,785 192,900 SH   SOLE   192,900 0 0
Merck & Co., Inc. COM 58933Y105   36,111,058 300,200 SH   SOLE   300,200 0 0
Meta Platforms, Inc. Class A COM 30303M102   63,220,365 110,500 SH   SOLE   110,500 0 0
Micron Technology, Inc. COM 595112103   16,824,432 49,800 SH   SOLE   49,800 0 0
Microsoft Corporation COM 594918104   151,103,394 408,200 SH   SOLE   408,200 0 0
MSCI Inc. Class A COM 55354G100   18,649,746 34,600 SH   SOLE   34,600 0 0
Netflix, Inc. COM 64110L106   20,241,498 210,520 SH   SOLE   210,520 0 0
NextEra Energy, Inc. COM 65339F101   24,093,072 259,400 SH   SOLE   259,400 0 0
Nucor Corporation COM 670346105   14,069,120 83,200 SH   SOLE   83,200 0 0
NVIDIA Corporation COM 67066G104   220,964,800 1,267,000 SH   SOLE   1,267,000 0 0
Oracle Corporation COM 68389X105   10,989,117 74,700 SH   SOLE   74,700 0 0
O'Reilly Automotive, Inc. COM 67103H107   19,246,635 208,500 SH   SOLE   208,500 0 0
PACCAR Inc COM 693718108   20,097,000 174,000 SH   SOLE   174,000 0 0
Palantir Technologies Inc. Class A COM 69608A108   17,363,436 118,700 SH   SOLE   118,700 0 0
Palo Alto Networks, Inc. COM 697435105   18,629,184 116,200 SH   SOLE   116,200 0 0
Parker-Hannifin Corporation COM 701094104   24,977,196 27,900 SH   SOLE   27,900 0 0
PepsiCo, Inc. COM 713448108   27,451,545 176,776 SH   SOLE   176,776 0 0
Philip Morris International Inc. COM 718172109   33,090,321 200,135 SH   SOLE   200,135 0 0
Principal Financial Group, Inc. COM 74251V102   18,842,001 209,100 SH   SOLE   209,100 0 0
Procter & Gamble Company COM 742718109   10,146,765 70,249 SH   SOLE   70,249 0 0
Prologis, Inc. COM 74340W103   18,769,560 142,000 SH   SOLE   142,000 0 0
Public Storage COM 74460D109   7,828,432 28,900 SH   SOLE   28,900 0 0
Republic Services, Inc. COM 760759100   15,002,870 68,500 SH   SOLE   68,500 0 0
Salesforce, Inc. COM 79466L302   12,264,219 65,700 SH   SOLE   65,700 0 0
SanDisk Corporation COM 80004C200   4,701,516 7,400 SH   SOLE   7,400 0 0
Simon Property Group, Inc. COM 828806109   6,696,427 35,900 SH   SOLE   35,900 0 0
Snowflake, Inc. COM 833445109   9,848,546 65,300 SH   SOLE   65,300 0 0
State Street Communication Services Select Sector SPDR ETF COM 81369Y852   9,833,282 88,700 SH   SOLE   88,700 0 0
State Street Financial Select Sector SPDR ETF COM 81369Y605   12,599,224 255,200 SH   SOLE   255,200 0 0
State Street Health Care Select Sector SPDR ETF COM 81369Y209   41,783,850 285,000 SH   SOLE   285,000 0 0
Take-Two Interactive Software, Inc. COM 874054109   10,507,000 53,200 SH   SOLE   53,200 0 0
Targa Resources Corp. COM 87612G101   12,185,478 48,600 SH   SOLE   48,600 0 0
Tesla, Inc. COM 88160R101   47,918,575 128,900 SH   SOLE   128,900 0 0
TKO Group Holdings, Inc. Class A COM 87256C101   17,846,025 88,500 SH   SOLE   88,500 0 0
T-Mobile US, Inc. COM 872590104   11,131,590 53,000 SH   SOLE   53,000 0 0
Uber Technologies, Inc. COM 90353T100   22,607,599 314,300 SH   SOLE   314,300 0 0
UnitedHealth Group Incorporated COM 91324P102   11,094,190 41,000 SH   SOLE   41,000 0 0
Vertiv Holdings Co. Class A COM 92537N108   12,980,044 51,800 SH   SOLE   51,800 0 0
Visa Inc. Class A COM 92826C839   34,232,005 113,261 SH   SOLE   113,261 0 0
Vistra Corp. COM 92840M102   2,841,237 18,900 SH   SOLE   18,900 0 0
Walmart Inc. COM 931142103   37,463,336 301,443 SH   SOLE   301,443 0 0
Wayfair, Inc. Class A COM 94419L101   8,777,007 116,700 SH   SOLE   116,700 0 0
Western Digital Corporation COM 958102105   5,545,045 20,500 SH   SOLE   20,500 0 0