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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 12,655 85,000 SH   SOLE   85,000 0 0
ABBOTT LABS COM 002824100 27,566 232,900 SH   SOLE   232,900 0 0
ABBVIE INC COM 00287Y109 35,226 217,300 SH   SOLE   217,300 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 74,789 164,150 SH   SOLE   164,150 0 0
ALIGN TECHNOLOGY INC COM 016255101 27,076 62,100 SH   SOLE   62,100 0 0
ALPHABET INC CAP STK CL A 02079K305 10,848 3,900 SH   SOLE   3,900 0 0
ALPHABET INC CAP STK CL C 02079K107 296,242 106,066 SH   SOLE   106,066 0 0
AMAZON COM INC COM 023135106 283,453 86,950 SH   SOLE   86,950 0 0
AMERICAN EXPRESS CO COM 025816109 23,543 125,900 SH   SOLE   125,900 0 0
AMERICAN TOWER CORP NEW COM 03027X100 40,873 162,700 SH   SOLE   162,700 0 0
APPLE INC COM 037833100 411,469 2,356,500 SH   SOLE   2,356,500 0 0
APPLIED MATLS INC COM 038222105 33,649 255,300 SH   SOLE   255,300 0 0
AT&T INC COM 00206R102 10,941 463,000 SH   SOLE   463,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 121,824 345,200 SH   SOLE   345,200 0 0
BIOGEN INC COM 09062X103 7,118 33,800 SH   SOLE   33,800 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 20,824 308,000 SH   SOLE   308,000 0 0
BK OF AMERICA CORP COM 060505104 54,134 1,313,280 SH   SOLE   1,313,280 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 107,321 2,123,908 SH   SOLE   2,123,908 0 0
BLACKROCK ETF TRUST WORLD EX US CARB 09290C608 92,037 2,053,970 SH   SOLE   2,053,970 0 0
BOEING CO COM 097023105 20,107 105,000 SH   SOLE   105,000 0 0
BOOKING HOLDINGS INC COM 09857L108 24,964 10,630 SH   SOLE   10,630 0 0
BOSTON SCIENTIFIC CORP COM 101137107 39,715 896,700 SH   SOLE   896,700 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 70,334 963,077 SH   SOLE   963,077 0 0
BROADCOM INC COM 11135F101 99,936 158,708 SH   SOLE   158,708 0 0
CATERPILLAR INC COM 149123101 55,883 250,800 SH   SOLE   250,800 0 0
CHEVRON CORP NEW COM 166764100 86,218 529,500 SH   SOLE   529,500 0 0
CISCO SYS INC COM 17275R102 48,789 875,000 SH   SOLE   875,000 0 0
CITIGROUP INC COM NEW 172967424 26,678 499,600 SH   SOLE   499,600 0 0
COCA COLA CO COM 191216100 70,358 1,134,800 SH   SOLE   1,134,800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 52,780 588,600 SH   SOLE   588,600 0 0
COMCAST CORP NEW CL A 20030N101 49,947 1,066,800 SH   SOLE   1,066,800 0 0
CORTEVA INC COM 22052L104 47,712 830,058 SH   SOLE   830,058 0 0
COSTCO WHSL CORP NEW COM 22160K105 17,102 29,700 SH   SOLE   29,700 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 47,989 259,960 SH   SOLE   259,960 0 0
CVS HEALTH CORP COM 126650100 67,006 662,043 SH   SOLE   662,043 0 0
DEERE & CO COM 244199105 28,335 68,200 SH   SOLE   68,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,670 118,000 SH   SOLE   118,000 0 0
DEXCOM INC COM 252131107 55,304 108,100 SH   SOLE   108,100 0 0
DISCOVERY INC COM SER A 25470F104 3,065 123,000 SH   SOLE   123,000 0 0
DISCOVERY INC COM SER C 25470F302 16,585 664,200 SH   SOLE   664,200 0 0
DISNEY WALT CO COM 254687106 29,517 215,206 SH   SOLE   215,206 0 0
DOW INC COM 260557103 11,817 185,458 SH   SOLE   185,458 0 0
DUPONT DE NEMOURS INC COM 26614N102 39,762 540,390 SH   SOLE   540,390 0 0
EATON CORP PLC SHS G29183103 49,508 326,219 SH   SOLE   326,219 0 0
ECOLAB INC COM 278865100 14,054 79,600 SH   SOLE   79,600 0 0
EXACT SCIENCES CORP COM 30063P105 41,722 596,700 SH   SOLE   596,700 0 0
EXXON MOBIL CORP COM 30231G102 41,818 506,320 SH   SOLE   506,320 0 0
FISERV INC COM 337738108 32,935 324,800 SH   SOLE   324,800 0 0
FOX CORP CL A COM 35137L105 30,613 775,998 SH   SOLE   775,998 0 0
GENERAL ELECTRIC CO COM NEW 369604301 19,953 218,067 SH   SOLE   218,067 0 0
GENERAL MTRS CO COM 37045V100 22,076 504,700 SH   SOLE   504,700 0 0
GILEAD SCIENCES INC COM 375558103 357 6,000 SH   SOLE   6,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 67,242 203,700 SH   SOLE   203,700 0 0
HESS CORP COM 42809H107 32,101 299,900 SH   SOLE   299,900 0 0
HOME DEPOT INC COM 437076102 53,580 179,000 SH   SOLE   179,000 0 0
HONEYWELL INTL INC COM 438516106 57,537 295,700 SH   SOLE   295,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 22,837 75,700 SH   SOLE   75,700 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 126,418 348,700 SH   SOLE   348,700 0 0
ISHARES INC MSCI STH KOR ETF 464286772 18,947 266,000 SH   SOLE   266,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 26,248 427,152 SH   SOLE   427,152 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 24,043 752,038 SH   SOLE   752,038 0 0
ISHARES TR IBOXX INV CP ETF 464287242 22,979 190,000 SH   SOLE   190,000 0 0
ISHARES TR ISHARES BIOTECH 464287556 9,251 71,000 SH   SOLE   71,000 0 0
ISHARES TR MSCI ACWI EX US 464288240 48,093 920,083 SH   SOLE   920,083 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 37,655 834,000 SH   SOLE   834,000 0 0
ISHARES TR RUS MID CAP ETF 464287499 60,092 770,011 SH   SOLE   770,011 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 58,757 286,241 SH   SOLE   286,241 0 0
JOHNSON & JOHNSON COM 478160104 92,442 521,600 SH   SOLE   521,600 0 0
JPMORGAN CHASE & CO COM 46625H100 75,529 554,050 SH   SOLE   554,050 0 0
KLA CORP COM NEW 482480100 33,860 92,500 SH   SOLE   92,500 0 0
LAS VEGAS SANDS CORP COM 517834107 38,407 988,100 SH   SOLE   988,100 0 0
LENNAR CORP CL A 526057104 11,324 139,500 SH   SOLE   139,500 0 0
LILLY ELI & CO COM 532457108 20,304 70,900 SH   SOLE   70,900 0 0
LINDE PLC SHS G5494J103 21,338 66,800 SH   SOLE   66,800 0 0
LOWES COS INC COM 548661107 55,905 276,500 SH   SOLE   276,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,082 42,200 SH   SOLE   42,200 0 0
MCDONALDS CORP COM 580135101 38,823 157,000 SH   SOLE   157,000 0 0
MEDTRONIC PLC SHS G5960L103 21,663 195,240 SH   SOLE   195,240 0 0
MERCK & CO INC COM 58933Y105 95,411 1,162,824 SH   SOLE   1,162,824 0 0
META PLATFORMS INC CL A 30303M102 113,760 511,600 SH   SOLE   511,600 0 0
MICROSOFT CORP COM 594918104 411,255 1,333,900 SH   SOLE   1,333,900 0 0
MODERNA INC COM 60770K107 7,062 41,000 SH   SOLE   41,000 0 0
MONDELEZ INTL INC CL A 609207105 42,540 677,600 SH   SOLE   677,600 0 0
MORGAN STANLEY COM NEW 617446448 70,234 803,600 SH   SOLE   803,600 0 0
NETFLIX INC COM 64110L106 10,189 27,200 SH   SOLE   27,200 0 0
NIKE INC CL B 654106103 63,068 468,700 SH   SOLE   468,700 0 0
NORTHROP GRUMMAN CORP COM 666807102 50,715 113,400 SH   SOLE   113,400 0 0
NVIDIA CORPORATION COM 67066G104 101,013 370,200 SH   SOLE   370,200 0 0
ORACLE CORP COM 68389X105 6,734 81,400 SH   SOLE   81,400 0 0
OTIS WORLDWIDE CORP COM 68902V107 30,672 398,600 SH   SOLE   398,600 0 0
PAYPAL HLDGS INC COM 70450Y103 53,662 464,000 SH   SOLE   464,000 0 0
PEPSICO INC COM 713448108 27,601 164,900 SH   SOLE   164,900 0 0
PFIZER INC COM 717081103 31,538 609,200 SH   SOLE   609,200 0 0
PHILIP MORRIS INTL INC COM 718172109 24,321 258,900 SH   SOLE   258,900 0 0
PIONEER NAT RES CO COM 723787107 53,606 214,400 SH   SOLE   214,400 0 0
PNC FINL SVCS GROUP INC COM 693475105 21,747 117,900 SH   SOLE   117,900 0 0
PROCTER AND GAMBLE CO COM 742718109 82,916 542,637 SH   SOLE   542,637 0 0
QUALCOMM INC COM 747525103 26,850 175,700 SH   SOLE   175,700 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 50,399 508,715 SH   SOLE   508,715 0 0
SALESFORCE COM INC COM 79466L302 31,381 147,800 SH   SOLE   147,800 0 0
SCHLUMBERGER LTD COM STK 806857108 46,777 1,132,347 SH   SOLE   1,132,347 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 30,101 437,647 SH   SOLE   437,647 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 40,591 1,059,273 SH   SOLE   1,059,273 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 50,887 275,063 SH   SOLE   275,063 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 25,553 336,700 SH   SOLE   336,700 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 182,964 2,457,200 SH   SOLE   2,457,200 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 130,661 822,125 SH   SOLE   822,125 0 0
SIMON PPTY GROUP INC NEW COM 828806109 31,916 242,592 SH   SOLE   242,592 0 0
SPDR GOLD TR GOLD SHS 78463V107 49,778 275,549 SH   SOLE   275,549 0 0
SPDR SER TR S&P INS ETF 78464A789 126,465 3,008,900 SH   SOLE   3,008,900 0 0
SPDR SER TR S&P REGL BKG 78464A698 214 3,100 SH   SOLE   3,100 0 0
STARBUCKS CORP COM 855244109 33,858 372,200 SH   SOLE   372,200 0 0
TESLA INC COM 88160R101 115,519 107,200 SH   SOLE   107,200 0 0
TEXAS INSTRS INC COM 882508104 38,696 210,900 SH   SOLE   210,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 92,436 156,500 SH   SOLE   156,500 0 0
TJX COS INC NEW COM 872540109 37,159 613,400 SH   SOLE   613,400 0 0
T-MOBILE US INC COM 872590104 68,540 534,000 SH   SOLE   534,000 0 0
ULTA BEAUTY INC COM 90384S303 12,545 31,500 SH   SOLE   31,500 0 0
UNION PAC CORP COM 907818108 55,298 202,400 SH   SOLE   202,400 0 0
UNITED PARCEL SERVICE INC CL B 911312106 61,614 287,300 SH   SOLE   287,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102 120,149 235,600 SH   SOLE   235,600 0 0
US BANCORP DEL COM NEW 902973304 16,386 308,300 SH   SOLE   308,300 0 0
US FOODS HLDG CORP COM 912008109 30,563 812,200 SH   SOLE   812,200 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 691 12,000 SH   SOLE   12,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,296 28,100 SH   SOLE   28,100 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 147,293 2,365,005 SH   SOLE   2,365,005 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 24,066 325,000 SH   SOLE   325,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 57,638 1,131,466 SH   SOLE   1,131,466 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 11,274 43,200 SH   SOLE   43,200 0 0
VISA INC COM CL A 92826C839 94,030 424,000 SH   SOLE   424,000 0 0
VMWARE INC CL A COM 928563402 9,884 86,800 SH   SOLE   86,800 0 0
WALMART INC COM 931142103 47,222 317,092 SH   SOLE   317,092 0 0
WELLS FARGO CO NEW COM 949746101 66,068 1,363,334 SH   SOLE   1,363,334 0 0
WELLTOWER INC COM 95040Q104 44,426 462,100 SH   SOLE   462,100 0 0
WESTERN DIGITAL CORP. COM 958102105 16,290 328,100 SH   SOLE   328,100 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 19,665 232,200 SH   SOLE   232,200 0 0