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 9,394 85,000 SH   SOLE   85,000 0 0
ABBOTT LABS COM 002824100 21,510 222,300 SH   SOLE   222,300 0 0
ABBVIE INC COM 00287Y109 29,164 217,300 SH   SOLE   217,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 18,644 250,800 SH   SOLE   250,800 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 43,193 156,950 SH   SOLE   156,950 0 0
ALIGN TECHNOLOGY INC COM 016255101 11,618 56,095 SH   SOLE   56,095 0 0
ALPHABET INC CAP STK CL A 02079K305 765 8,000 SH   SOLE   8,000 0 0
ALPHABET INC CAP STK CL C 02079K107 196,648 2,045,220 SH   SOLE   2,045,220 0 0
AMAZON COM INC COM 023135106 188,530 1,668,400 SH   SOLE   1,668,400 0 0
AMERICAN EXPRESS CO COM 025816109 16,189 120,000 SH   SOLE   120,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 6,020 126,800 SH   SOLE   126,800 0 0
AMERICAN TOWER CORP NEW COM 03027X100 32,957 153,500 SH   SOLE   153,500 0 0
AON PLC SHS CL A G0403H108 9,107 34,000 SH   SOLE   34,000 0 0
APPLE INC COM 037833100 307,384 2,224,200 SH   SOLE   2,224,200 0 0
AT&T INC COM 00206R102 7,102 463,000 SH   SOLE   463,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,253 338,000 SH   SOLE   338,000 0 0
BIOGEN INC COM 09062X103 9,025 33,800 SH   SOLE   33,800 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 45,472 624,523 SH   SOLE   624,523 0 0
BK OF AMERICA CORP COM 060505104 38,211 1,265,280 SH   SOLE   1,265,280 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 84,680 2,123,908 SH   SOLE   2,123,908 0 0
BLACKROCK ETF TRUST WORLD EX US CARB 09290C608 69,574 2,053,970 SH   SOLE   2,053,970 0 0
BOEING CO COM 097023105 12,714 105,000 SH   SOLE   105,000 0 0
BOOKING HOLDINGS INC COM 09857L108 10,730 6,530 SH   SOLE   6,530 0 0
BOSTON SCIENTIFIC CORP COM 101137107 28,123 726,100 SH   SOLE   726,100 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 52,992 745,419 SH   SOLE   745,419 0 0
BROADCOM INC COM 11135F101 63,763 143,608 SH   SOLE   143,608 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,533 15,500 SH   SOLE   15,500 0 0
CATERPILLAR INC COM 149123101 31,914 194,500 SH   SOLE   194,500 0 0
CHEVRON CORP NEW COM 166764100 71,849 500,100 SH   SOLE   500,100 0 0
CISCO SYS INC COM 17275R102 26,148 653,700 SH   SOLE   653,700 0 0
CITIGROUP INC COM NEW 172967424 10,206 244,938 SH   SOLE   244,938 0 0
COCA COLA CO COM 191216100 60,042 1,071,800 SH   SOLE   1,071,800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 29,734 517,652 SH   SOLE   517,652 0 0
COMCAST CORP NEW CL A 20030N101 30,087 1,025,800 SH   SOLE   1,025,800 0 0
CORTEVA INC COM 22052L104 37,780 661,058 SH   SOLE   661,058 0 0
COSTCO WHSL CORP NEW COM 22160K105 14,026 29,700 SH   SOLE   29,700 0 0
CROWN CASTLE INC COM 22822V101 37,578 259,960 SH   SOLE   259,960 0 0
CVS HEALTH CORP COM 126650100 55,461 581,543 SH   SOLE   581,543 0 0
DEERE & CO COM 244199105 21,703 65,000 SH   SOLE   65,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,311 118,000 SH   SOLE   118,000 0 0
DEXCOM INC COM 252131107 31,069 385,751 SH   SOLE   385,751 0 0
DISNEY WALT CO COM 254687106 17,669 187,306 SH   SOLE   187,306 0 0
DUPONT DE NEMOURS INC COM 26614N102 22,850 453,390 SH   SOLE   453,390 0 0
EATON CORP PLC SHS G29183103 44,665 334,919 SH   SOLE   334,919 0 0
ECOLAB INC COM 278865100 15,972 110,600 SH   SOLE   110,600 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,684 129,308 SH   SOLE   129,308 0 0
EXACT SCIENCES CORP COM 30063P105 21,125 650,200 SH   SOLE   650,200 0 0
EXXON MOBIL CORP COM 30231G102 41,831 479,120 SH   SOLE   479,120 0 0
FEDEX CORP COM 31428X106 5,344 36,000 SH   SOLE   36,000 0 0
FISERV INC COM 337738108 28,745 307,200 SH   SOLE   307,200 0 0
FOX CORP CL A COM 35137L105 27,773 905,258 SH   SOLE   905,258 0 0
GENERAL ELECTRIC CO COM NEW 369604301 13,501 218,067 SH   SOLE   218,067 0 0
GENERAL MTRS CO COM 37045V100 16,195 504,700 SH   SOLE   504,700 0 0
GILEAD SCIENCES INC COM 375558103 370 6,000 SH   SOLE   6,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 61,101 208,500 SH   SOLE   208,500 0 0
HESS CORP COM 42809H107 40,043 367,400 SH   SOLE   367,400 0 0
HOME DEPOT INC COM 437076102 23,703 85,900 SH   SOLE   85,900 0 0
HONEYWELL INTL INC COM 438516106 47,136 282,300 SH   SOLE   282,300 0 0
HYATT HOTELS CORP COM CL A 448579102 12,372 152,819 SH   SOLE   152,819 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 17,657 94,200 SH   SOLE   94,200 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 101,381 379,333 SH   SOLE   379,333 0 0
ISHARES INC MSCI STH KOR ETF 464286772 20,696 437,000 SH   SOLE   437,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 18,410 427,152 SH   SOLE   427,152 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 46,169 1,785,338 SH   SOLE   1,785,338 0 0
ISHARES TR IBOXX INV CP ETF 464287242 10,552 103,000 SH   SOLE   103,000 0 0
ISHARES TR ISHARES BIOTECH 464287556 8,304 71,000 SH   SOLE   71,000 0 0
ISHARES TR MSCI ACWI EX US 464288240 36,813 920,083 SH   SOLE   920,083 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 55,599 1,594,000 SH   SOLE   1,594,000 0 0
ISHARES TR MSCI INDIA ETF 46429B598 13,788 338,100 SH   SOLE   338,100 0 0
ISHARES TR RUS MID CAP ETF 464287499 106,848 1,719,211 SH   SOLE   1,719,211 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 140,091 849,441 SH   SOLE   849,441 0 0
JOHNSON & JOHNSON COM 478160104 90,632 554,800 SH   SOLE   554,800 0 0
JPMORGAN CHASE & CO COM 46625H100 56,734 542,901 SH   SOLE   542,901 0 0
KLA CORP COM NEW 482480100 30,898 102,100 SH   SOLE   102,100 0 0
LAS VEGAS SANDS CORP COM 517834107 21,766 580,100 SH   SOLE   580,100 0 0
LENNAR CORP CL A 526057104 10,400 139,500 SH   SOLE   139,500 0 0
LILLY ELI & CO COM 532457108 36,183 111,900 SH   SOLE   111,900 0 0
LINDE PLC SHS G5494J103 23,104 85,700 SH   SOLE   85,700 0 0
LOWES COS INC COM 548661107 41,638 221,700 SH   SOLE   221,700 0 0
MARSH & MCLENNAN COS INC COM 571748102 11,854 79,400 SH   SOLE   79,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,000 42,200 SH   SOLE   42,200 0 0
MCDONALDS CORP COM 580135101 34,103 147,800 SH   SOLE   147,800 0 0
MEDTRONIC PLC SHS G5960L103 15,765 195,240 SH   SOLE   195,240 0 0
MERCK & CO INC COM 58933Y105 81,768 949,453 SH   SOLE   949,453 0 0
META PLATFORMS INC CL A 30303M102 81,965 604,108 SH   SOLE   604,108 0 0
METLIFE INC COM 59156R108 6,795 111,800 SH   SOLE   111,800 0 0
MICROSOFT CORP COM 594918104 304,275 1,306,463 SH   SOLE   1,306,463 0 0
MODERNA INC COM 60770K107 4,848 41,000 SH   SOLE   41,000 0 0
MONDELEZ INTL INC CL A 609207105 40,789 743,900 SH   SOLE   743,900 0 0
MORGAN STANLEY COM NEW 617446448 63,650 805,600 SH   SOLE   805,600 0 0
NETFLIX INC COM 64110L106 30,639 130,135 SH   SOLE   130,135 0 0
NIKE INC CL B 654106103 35,226 423,800 SH   SOLE   423,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 40,494 86,100 SH   SOLE   86,100 0 0
NVIDIA CORPORATION COM 67066G104 44,939 370,200 SH   SOLE   370,200 0 0
ORACLE CORP COM 68389X105 6,894 112,882 SH   SOLE   112,882 0 0
OTIS WORLDWIDE CORP COM 68902V107 19,957 312,800 SH   SOLE   312,800 0 0
PAYPAL HLDGS INC COM 70450Y103 43,747 508,274 SH   SOLE   508,274 0 0
PEPSICO INC COM 713448108 25,779 157,900 SH   SOLE   157,900 0 0
PFIZER INC COM 717081103 25,127 574,200 SH   SOLE   574,200 0 0
PHILIP MORRIS INTL INC COM 718172109 40,094 483,006 SH   SOLE   483,006 0 0
PIONEER NAT RES CO COM 723787107 42,008 194,000 SH   SOLE   194,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 17,617 117,900 SH   SOLE   117,900 0 0
PROCTER AND GAMBLE CO COM 742718109 56,313 446,037 SH   SOLE   446,037 0 0
PROGRESSIVE CORP COM 743315103 10,470 90,100 SH   SOLE   90,100 0 0
QUALCOMM INC COM 747525103 12,913 114,300 SH   SOLE   114,300 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 41,030 501,215 SH   SOLE   501,215 0 0
SALESFORCE INC COM 79466L302 20,267 140,900 SH   SOLE   140,900 0 0
SCHLUMBERGER LTD COM STK 806857108 22,390 623,647 SH   SOLE   623,647 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 20,959 437,647 SH   SOLE   437,647 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 49,845 692,100 SH   SOLE   692,100 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 53,533 1,763,273 SH   SOLE   1,763,273 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 39,182 275,063 SH   SOLE   275,063 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 22,468 336,700 SH   SOLE   336,700 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 147,208 2,247,100 SH   SOLE   2,247,100 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 76,439 643,538 SH   SOLE   643,538 0 0
SIMON PPTY GROUP INC NEW COM 828806109 17,644 196,592 SH   SOLE   196,592 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 233,153 652,760 SH   SOLE   652,760 0 0
SPDR SER TR S&P INS ETF 78464A789 45,563 1,259,700 SH   SOLE   1,259,700 0 0
STARBUCKS CORP COM 855244109 31,362 372,200 SH   SOLE   372,200 0 0
TESLA INC COM 88160R101 85,066 320,700 SH   SOLE   320,700 0 0
TEXAS INSTRS INC COM 882508104 31,452 203,200 SH   SOLE   203,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 79,292 156,336 SH   SOLE   156,336 0 0
TJX COS INC NEW COM 872540109 22,916 368,900 SH   SOLE   368,900 0 0
T-MOBILE US INC COM 872590104 65,080 485,054 SH   SOLE   485,054 0 0
ULTA BEAUTY INC COM 90384S303 3,330 8,300 SH   SOLE   8,300 0 0
UNION PAC CORP COM 907818108 37,757 193,800 SH   SOLE   193,800 0 0
UNITED PARCEL SERVICE INC CL B 911312106 28,108 174,000 SH   SOLE   174,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 117,219 232,100 SH   SOLE   232,100 0 0
US BANCORP DEL COM NEW 902973304 12,431 308,300 SH   SOLE   308,300 0 0
US FOODS HLDG CORP COM 912008109 12,485 472,200 SH   SOLE   472,200 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 21,373 266,600 SH   SOLE   266,600 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 532 12,000 SH   SOLE   12,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,025 28,100 SH   SOLE   28,100 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 115,934 2,512,105 SH   SOLE   2,512,105 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 18,668 325,000 SH   SOLE   325,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 41,740 1,099,266 SH   SOLE   1,099,266 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 12,509 43,200 SH   SOLE   43,200 0 0
VISA INC COM CL A 92826C839 75,251 423,588 SH   SOLE   423,588 0 0
VMWARE INC CL A COM 928563402 14,670 137,800 SH   SOLE   137,800 0 0
WALMART INC COM 931142103 47,988 369,992 SH   SOLE   369,992 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 16,533 1,437,666 SH   SOLE   1,437,666 0 0
WELLS FARGO CO NEW COM 949746101 49,872 1,239,974 SH   SOLE   1,239,974 0 0
WELLTOWER INC COM 95040Q104 28,268 439,500 SH   SOLE   439,500 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 14,246 232,200 SH   SOLE   232,200 0 0