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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 BBG001S5N9M6 20,493,460 211,600 SH   SOLE   211,600 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 32,390,738 217,300 SH   SOLE   217,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 9,250,644 98,800 SH   SOLE   98,800 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 35,004,635 68,650 SH   SOLE   68,650 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 3,451,462 33,568 SH   SOLE   33,568 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 34,651,683 113,493 SH   SOLE   113,493 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 654,300 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 241,802,352 1,833,920 SH   SOLE   1,833,920 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 193,922,068 1,525,504 SH   SOLE   1,525,504 0 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 17,291,121 115,900 SH   SOLE   115,900 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 7,684,080 126,800 SH   SOLE   126,800 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 28,252,510 171,800 SH   SOLE   171,800 0 0
AMETEK INC COM 031100100 BBG001S5NN54 11,037,672 74,700 SH   SOLE   74,700 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 14,378,660 53,500 SH   SOLE   53,500 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 11,023,480 34,000 SH   SOLE   34,000 0 0
APPLE INC COM 037833100 BBG001S5N8V8 349,170,639 2,039,429 SH   SOLE   2,039,429 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 21,659,770 791,080 SH   SOLE   791,080 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 91,393,270 260,900 SH   SOLE   260,900 0 0
BIOGEN INC COM 09062X103 BBG001S67826 12,644,892 49,200 SH   SOLE   49,200 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 36,037,354 504,937 SH   SOLE   504,937 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 BBG00ZS43SF2 99,993,589 2,123,908 SH   SOLE   2,123,908 0 0
BLACKROCK ETF TRUST WORLD EX US CARB 09290C608 BBG00ZS444Z2 82,712,961 2,053,970 SH   SOLE   2,053,970 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 13,640,939 21,100 SH   SOLE   21,100 0 0
BOEING CO COM 097023105 BBG001S5P0V3 19,148,832 99,900 SH   SOLE   99,900 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 20,138,194 6,530 SH   SOLE   6,530 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 20,159,040 381,800 SH   SOLE   381,800 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 31,288,029 539,077 SH   SOLE   539,077 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 85,989,948 103,530 SH   SOLE   103,530 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 3,631,650 15,500 SH   SOLE   15,500 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 31,859,100 116,700 SH   SOLE   116,700 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 70,078,472 415,600 SH   SOLE   415,600 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 7,601,664 141,400 SH   SOLE   141,400 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 57,077,208 1,019,600 SH   SOLE   1,019,600 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 5,327,683 78,649 SH   SOLE   78,649 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 43,976,412 991,800 SH   SOLE   991,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 7,740,964 30,800 SH   SOLE   30,800 0 0
COREBRIDGE FINL INC COM 21871X109 BBG016HJ8836 13,805,250 699,000 SH   SOLE   699,000 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 24,610,927 481,058 SH   SOLE   481,058 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 21,750,960 38,500 SH   SOLE   38,500 0 0
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 20,150,889 218,960 SH   SOLE   218,960 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 14,050,787 201,243 SH   SOLE   201,243 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 38,008,920 153,200 SH   SOLE   153,200 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 5,920,850 65,000 SH   SOLE   65,000 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 23,774,940 63,000 SH   SOLE   63,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 4,366,000 118,000 SH   SOLE   118,000 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 23,654,349 253,530 SH   SOLE   253,530 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 15,181,150 187,306 SH   SOLE   187,306 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 33,818,360 453,390 SH   SOLE   453,390 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 61,961,893 290,519 SH   SOLE   290,519 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 18,396,840 108,600 SH   SOLE   108,600 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 32,853,407 474,212 SH   SOLE   474,212 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 56,613,502 105,400 SH   SOLE   105,400 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 23,706,450 347,500 SH   SOLE   347,500 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 53,689,380 456,620 SH   SOLE   456,620 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 14,729,552 55,600 SH   SOLE   55,600 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 32,984,320 292,000 SH   SOLE   292,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 24,107,307 218,067 SH   SOLE   218,067 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 449,640 6,000 SH   SOLE   6,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 31,849,966 98,433 SH   SOLE   98,433 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 39,565,800 258,600 SH   SOLE   258,600 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 29,098,008 96,300 SH   SOLE   96,300 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 50,101,488 271,200 SH   SOLE   271,200 0 0
HYATT HOTELS CORP COM CL A 448579102 BBG001SFNHB8 20,213,332 190,548 SH   SOLE   190,548 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 10,460,736 76,200 SH   SOLE   76,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 13,328,424 45,600 SH   SOLE   45,600 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 BBG001V0MBC0 25,188,000 1,200,000 SH   SOLE   1,200,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 172,526,352 481,554 SH   SOLE   481,554 0 0
ISHARES INC MSCI AUST ETF 464286103 BBG001S6ZW40 10,004,301 465,100 SH   SOLE   465,100 0 0
ISHARES INC MSCI STH KOR ETF 464286772 BBG001SF9FC7 25,756,780 437,000 SH   SOLE   437,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 BBG001SFGL81 19,029,622 427,152 SH   SOLE   427,152 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 13,211,940 498,000 SH   SOLE   498,000 0 0
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 203,631,959 2,165,376 SH   SOLE   2,165,376 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 8,682,590 71,000 SH   SOLE   71,000 0 0
ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 130,537,284 1,413,200 SH   SOLE   1,413,200 0 0
ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 54,564,507 1,160,700 SH   SOLE   1,160,700 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 35,043,030 923,400 SH   SOLE   923,400 0 0
ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 14,950,782 338,100 SH   SOLE   338,100 0 0
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 112,739,000 1,628,000 SH   SOLE   1,628,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 174,212,618 985,700 SH   SOLE   985,700 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 76,015,345 488,060 SH   SOLE   488,060 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 86,043,992 593,325 SH   SOLE   593,325 0 0
KENVUE INC COM 49177J102 BBG01C79X614 7,006,414 348,925 SH   SOLE   348,925 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 35,546,150 77,500 SH   SOLE   77,500 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 16,942,464 369,600 SH   SOLE   369,600 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 15,656,085 139,500 SH   SOLE   139,500 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 30,346,525 81,500 SH   SOLE   81,500 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 30,490,128 146,700 SH   SOLE   146,700 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 15,109,820 79,400 SH   SOLE   79,400 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 3,310,916 61,166 SH   SOLE   61,166 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 16,707,402 42,200 SH   SOLE   42,200 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 32,930,000 125,000 SH   SOLE   125,000 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 24,192,866 308,740 SH   SOLE   308,740 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 65,885,941 639,980 SH   SOLE   639,980 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 121,582,048 404,990 SH   SOLE   404,990 0 0
METLIFE INC COM 59156R108 BBG001S5T3R8 4,328,208 68,800 SH   SOLE   68,800 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 358,722,944 1,136,098 SH   SOLE   1,136,098 0 0
MODERNA INC COM 60770K107 BBG003PHHZV8 4,234,890 41,000 SH   SOLE   41,000 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 56,706,740 817,100 SH   SOLE   817,100 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 3,167,472 6,856 SH   SOLE   6,856 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 54,722,984 670,050 SH   SOLE   670,050 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 51,824,845 137,248 SH   SOLE   137,248 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 24,526,530 256,500 SH   SOLE   256,500 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 30,329,091 68,900 SH   SOLE   68,900 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 140,310,374 322,560 SH   SOLE   322,560 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 18,185,405 171,690 SH   SOLE   171,690 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 17,451,363 217,300 SH   SOLE   217,300 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 3,709,376 231,836 SH   SOLE   231,836 0 0
PEPSICO INC COM 713448108 BBG001S695T1 25,551,552 150,800 SH   SOLE   150,800 0 0
PFIZER INC COM 717081103 BBG001S5V466 18,090,918 545,400 SH   SOLE   545,400 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 50,826,975 549,006 SH   SOLE   549,006 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 25,365,275 110,500 SH   SOLE   110,500 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 16,917,706 137,800 SH   SOLE   137,800 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 61,908,381 424,437 SH   SOLE   424,437 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 12,550,930 90,100 SH   SOLE   90,100 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 8,140,698 73,300 SH   SOLE   73,300 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 24,103,832 334,915 SH   SOLE   334,915 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 17,247,352 47,200 SH   SOLE   47,200 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 21,149,954 104,300 SH   SOLE   104,300 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 31,432,270 539,147 SH   SOLE   539,147 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 39,623,360 438,360 SH   SOLE   438,360 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 35,676,756 1,075,573 SH   SOLE   1,075,573 0 0
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 62,145,940 613,000 SH   SOLE   613,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 44,279,642 275,063 SH   SOLE   275,063 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 23,168,327 336,700 SH   SOLE   336,700 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 127,365,409 2,161,300 SH   SOLE   2,161,300 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 42,283,465 538,300 SH   SOLE   538,300 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 162,208,735 989,500 SH   SOLE   989,500 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 41,642,520 74,500 SH   SOLE   74,500 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 21,237,833 196,592 SH   SOLE   196,592 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 46,960,155 273,900 SH   SOLE   273,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 346,567,013 810,721 SH   SOLE   810,721 0 0
SPDR SER TR S&P INS ETF 78464A789 BBG001SPTB50 39,353,754 925,100 SH   SOLE   925,100 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 25,163,139 275,700 SH   SOLE   275,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 9,299,864 107,018 SH   SOLE   107,018 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 76,166,968 304,400 SH   SOLE   304,400 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 31,086,455 195,500 SH   SOLE   195,500 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 12,930,364 45,200 SH   SOLE   45,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 78,625,917 155,335 SH   SOLE   155,335 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 32,787,832 368,900 SH   SOLE   368,900 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 67,575,105 482,507 SH   SOLE   482,507 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 33,619,313 165,100 SH   SOLE   165,100 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 19,281,119 123,700 SH   SOLE   123,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 113,392,331 224,900 SH   SOLE   224,900 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D59 18,746,340 472,200 SH   SOLE   472,200 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 622,440 12,000 SH   SOLE   12,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,101,801 28,100 SH   SOLE   28,100 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 136,077,860 2,349,005 SH   SOLE   2,349,005 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 BBG001SHTV36 21,736,000 325,000 SH   SOLE   325,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 34,758,623 1,072,466 SH   SOLE   1,072,466 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 10,397,426 29,900 SH   SOLE   29,900 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 87,024,514 378,351 SH   SOLE   378,351 0 0
WALMART INC COM 931142103 BBG001S5XH92 57,941,360 362,292 SH   SOLE   362,292 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 20,571,077 1,894,206 SH   SOLE   1,894,206 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 41,283,473 1,010,364 SH   SOLE   1,010,364 0 0
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 4,972,544 60,700 SH   SOLE   60,700 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00HCY3Q76 16,147,188 232,200 SH   SOLE   232,200 0 0