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 23,290,812 211,600 SH   SOLE   211,600 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 33,674,981 217,300 SH   SOLE   217,300 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 40,956,590 68,650 SH   SOLE   68,650 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 35,241,014 239,068 SH   SOLE   239,068 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 39,262,282 143,293 SH   SOLE   143,293 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 698,450 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 251,760,171 1,786,420 SH   SOLE   1,786,420 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 222,364,798 1,463,504 SH   SOLE   1,463,504 0 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 21,712,706 115,900 SH   SOLE   115,900 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 8,590,700 126,800 SH   SOLE   126,800 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 37,088,184 171,800 SH   SOLE   171,800 0 0
AMETEK INC COM 031100100 BBG001S5NN54 15,615,083 94,700 SH   SOLE   94,700 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 24,596,908 85,400 SH   SOLE   85,400 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 10,210,390 103,000 SH   SOLE   103,000 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 9,894,680 34,000 SH   SOLE   34,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 7,641,580 82,000 SH   SOLE   82,000 0 0
APPLE INC COM 037833100 BBG001S5N8V8 382,639,705 1,987,429 SH   SOLE   1,987,429 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 26,635,664 791,080 SH   SOLE   791,080 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 93,052,594 260,900 SH   SOLE   260,900 0 0
BIOGEN INC COM 09062X103 BBG001S67826 12,731,484 49,200 SH   SOLE   49,200 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 33,659,100 504,937 SH   SOLE   504,937 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 BBG00ZS43SF2 111,165,345 2,123,908 SH   SOLE   2,123,908 0 0
BLACKROCK ETF TRUST WORLD EX US CARB 09290C608 BBG00ZS444Z2 89,819,903 2,053,970 SH   SOLE   2,053,970 0 0
BLACKROCK INC COM 09247X101 BBG001SDBP55 17,128,980 21,100 SH   SOLE   21,100 0 0
BOEING CO COM 097023105 BBG001S5P0V3 26,039,934 99,900 SH   SOLE   99,900 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 23,163,347 6,530 SH   SOLE   6,530 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 22,071,858 381,800 SH   SOLE   381,800 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 112,997,988 101,230 SH   SOLE   101,230 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 11,153,360 278,000 SH   SOLE   278,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 4,221,735 15,500 SH   SOLE   15,500 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 34,504,689 116,700 SH   SOLE   116,700 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 61,990,896 415,600 SH   SOLE   415,600 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 7,143,528 141,400 SH   SOLE   141,400 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 60,085,028 1,019,600 SH   SOLE   1,019,600 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 2,919,159 38,649 SH   SOLE   38,649 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 48,015,750 1,095,000 SH   SOLE   1,095,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 7,445,900 30,800 SH   SOLE   30,800 0 0
COREBRIDGE FINL INC COM 21871X109 BBG016HJ8836 22,270,812 1,028,200 SH   SOLE   1,028,200 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 25,520,179 532,558 SH   SOLE   532,558 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 20,594,496 31,200 SH   SOLE   31,200 0 0
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 22,687,822 196,960 SH   SOLE   196,960 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 15,890,147 201,243 SH   SOLE   201,243 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 35,441,288 153,200 SH   SOLE   153,200 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 8,300,450 68,384 SH   SOLE   68,384 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 25,191,810 63,000 SH   SOLE   63,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 4,747,140 118,000 SH   SOLE   118,000 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 21,247,931 171,230 SH   SOLE   171,230 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 28,261,313 313,006 SH   SOLE   313,006 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 34,879,293 453,390 SH   SOLE   453,390 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 69,962,785 290,519 SH   SOLE   290,519 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 21,540,810 108,600 SH   SOLE   108,600 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 36,158,665 474,212 SH   SOLE   474,212 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 61,439,768 105,400 SH   SOLE   105,400 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 25,708,050 347,500 SH   SOLE   347,500 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 45,652,867 456,620 SH   SOLE   456,620 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 14,065,132 55,600 SH   SOLE   55,600 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 38,789,280 292,000 SH   SOLE   292,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 27,831,892 218,067 SH   SOLE   218,067 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 486,060 6,000 SH   SOLE   6,000 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 37,279,776 258,600 SH   SOLE   258,600 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 33,372,765 96,300 SH   SOLE   96,300 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 56,873,352 271,200 SH   SOLE   271,200 0 0
HYATT HOTELS CORP COM CL A 448579102 BBG001SFNHB8 24,849,365 190,548 SH   SOLE   190,548 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 19,632,840 141,000 SH   SOLE   141,000 0 0
INTEL CORP COM 458140100 BBG001S5SF65 26,376,225 524,900 SH   SOLE   524,900 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 4,710,240 28,800 SH   SOLE   28,800 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 15,383,616 45,600 SH   SOLE   45,600 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 BBG001V0MBC0 25,416,000 1,200,000 SH   SOLE   1,200,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 32,824,666 80,154 SH   SOLE   80,154 0 0
ISHARES INC MSCI AUST ETF 464286103 BBG001S6ZW40 11,320,534 465,100 SH   SOLE   465,100 0 0
ISHARES INC MSCI STH KOR ETF 464286772 BBG001SF9FC7 28,636,610 437,000 SH   SOLE   437,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 BBG001SFGL81 19,661,807 427,152 SH   SOLE   427,152 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 11,966,940 498,000 SH   SOLE   498,000 0 0
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 404,927,693 4,079,876 SH   SOLE   4,079,876 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 9,645,350 71,000 SH   SOLE   71,000 0 0
ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 115,681,959 1,136,700 SH   SOLE   1,136,700 0 0
ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 87,033,408 1,705,200 SH   SOLE   1,705,200 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 62,180,744 1,546,400 SH   SOLE   1,546,400 0 0
ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 16,502,661 338,100 SH   SOLE   338,100 0 0
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 170,197,608 2,189,600 SH   SOLE   2,189,600 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 302,811,177 1,508,700 SH   SOLE   1,508,700 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 81,357,464 519,060 SH   SOLE   519,060 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 100,924,583 593,325 SH   SOLE   593,325 0 0
KENVUE INC COM 49177J102 BBG01C79X614 7,512,355 348,925 SH   SOLE   348,925 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 14,084,500 170,000 SH   SOLE   170,000 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 45,050,750 77,500 SH   SOLE   77,500 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 20,722,331 421,100 SH   SOLE   421,100 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 20,791,080 139,500 SH   SOLE   139,500 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 33,472,865 81,500 SH   SOLE   81,500 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 32,648,085 146,700 SH   SOLE   146,700 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 15,043,918 79,400 SH   SOLE   79,400 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 3,688,921 61,166 SH   SOLE   61,166 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 17,998,722 42,200 SH   SOLE   42,200 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 43,142,205 145,500 SH   SOLE   145,500 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 27,987,781 339,740 SH   SOLE   339,740 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 69,770,619 639,980 SH   SOLE   639,980 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 114,467,125 323,390 SH   SOLE   323,390 0 0
METLIFE INC COM 59156R108 BBG001S5T3R8 4,549,744 68,800 SH   SOLE   68,800 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 430,978,692 1,146,098 SH   SOLE   1,146,098 0 0
MODERNA INC COM 60770K107 BBG003PHHZV8 4,077,450 41,000 SH   SOLE   41,000 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 62,079,753 857,100 SH   SOLE   857,100 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 4,324,628 6,856 SH   SOLE   6,856 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 62,482,163 670,050 SH   SOLE   670,050 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 40,531,786 83,248 SH   SOLE   83,248 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 27,848,205 256,500 SH   SOLE   256,500 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 32,254,846 68,900 SH   SOLE   68,900 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 159,738,163 322,560 SH   SOLE   322,560 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 13,356,927 126,690 SH   SOLE   126,690 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 19,441,831 217,300 SH   SOLE   217,300 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 3,980,624 231,836 SH   SOLE   231,836 0 0
PEPSICO INC COM 713448108 BBG001S695T1 25,611,872 150,800 SH   SOLE   150,800 0 0
PFIZER INC COM 717081103 BBG001S5V466 15,702,066 545,400 SH   SOLE   545,400 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 51,650,484 549,006 SH   SOLE   549,006 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 24,849,240 110,500 SH   SOLE   110,500 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 21,338,330 137,800 SH   SOLE   137,800 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 62,196,998 424,437 SH   SOLE   424,437 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 14,351,128 90,100 SH   SOLE   90,100 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 10,601,379 73,300 SH   SOLE   73,300 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 28,179,748 334,915 SH   SOLE   334,915 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 20,792,544 47,200 SH   SOLE   47,200 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 27,445,502 104,300 SH   SOLE   104,300 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 28,057,210 539,147 SH   SOLE   539,147 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 36,752,102 438,360 SH   SOLE   438,360 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 40,441,545 1,075,573 SH   SOLE   1,075,573 0 0
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 102,157,838 896,200 SH   SOLE   896,200 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 26,399,540 659,000 SH   SOLE   659,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 101,575,345 568,063 SH   SOLE   568,063 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 24,252,501 336,700 SH   SOLE   336,700 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 136,875,129 2,161,300 SH   SOLE   2,161,300 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 77,439,362 905,300 SH   SOLE   905,300 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 306,505,152 1,592,400 SH   SOLE   1,592,400 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 52,633,505 74,500 SH   SOLE   74,500 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 28,041,883 196,592 SH   SOLE   196,592 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 48,193,957 252,100 SH   SOLE   252,100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 156,451,139 329,156 SH   SOLE   329,156 0 0
SPDR SER TR S&P INS ETF 78464A789 BBG001SPTB50 27,814,822 615,100 SH   SOLE   615,100 0 0
SPDR SER TR S&P REGL BKG 78464A698 BBG001SMH2R6 16,190,384 308,800 SH   SOLE   308,800 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 28,457,364 296,400 SH   SOLE   296,400 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 11,129,872 107,018 SH   SOLE   107,018 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 70,518,624 283,800 SH   SOLE   283,800 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 33,324,930 195,500 SH   SOLE   195,500 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 13,535,140 45,200 SH   SOLE   45,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 77,620,076 146,235 SH   SOLE   146,235 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 34,606,509 368,900 SH   SOLE   368,900 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 67,804,679 422,907 SH   SOLE   422,907 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 45,366,014 184,700 SH   SOLE   184,700 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 19,449,351 123,700 SH   SOLE   123,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 118,403,103 224,900 SH   SOLE   224,900 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D59 21,442,602 472,200 SH   SOLE   472,200 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 673,680 12,000 SH   SOLE   12,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,154,910 28,100 SH   SOLE   28,100 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 50,875,042 789,005 SH   SOLE   789,005 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 BBG001SHTV36 23,409,750 325,000 SH   SOLE   325,000 0 0
VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 9,259,597 112,565 SH   SOLE   112,565 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 45,280,188 1,201,066 SH   SOLE   1,201,066 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 12,166,011 29,900 SH   SOLE   29,900 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 98,503,683 378,351 SH   SOLE   378,351 0 0
WALMART INC COM 931142103 BBG001S5XH92 57,115,334 362,292 SH   SOLE   362,292 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 21,556,065 1,894,206 SH   SOLE   1,894,206 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 43,897,546 891,864 SH   SOLE   891,864 0 0
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 5,473,319 60,700 SH   SOLE   60,700 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00HCY3Q76 18,671,202 232,200 SH   SOLE   232,200 0 0