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 26,970,783 198,300 SH   SOLE   198,300 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 43,305,146 233,300 SH   SOLE   233,300 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 12,134,934 40,600 SH   SOLE   40,600 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 19,208,592 49,650 SH   SOLE   49,650 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 10,368,917 73,072 SH   SOLE   73,072 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 41,708,074 220,293 SH   SOLE   220,293 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 881,150 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 294,134,084 1,658,121 SH   SOLE   1,658,121 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 294,426,645 1,342,024 SH   SOLE   1,342,024 0 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 34,609,330 108,500 SH   SOLE   108,500 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 10,852,812 126,800 SH   SOLE   126,800 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 50,326,254 227,700 SH   SOLE   227,700 0 0
AMETEK INC COM 031100100 BBG001S5NN54 36,517,728 201,800 SH   SOLE   201,800 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 18,092,808 64,800 SH   SOLE   64,800 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 38,871,358 393,634 SH   SOLE   393,634 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 16,410,960 46,000 SH   SOLE   46,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 28,288,878 199,400 SH   SOLE   199,400 0 0
APPLE INC COM 037833100 BBG001S5N8V8 374,480,593 1,825,221 SH   SOLE   1,825,221 0 0
ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 17,036,661 166,520 SH   SOLE   166,520 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 56,594,963 70,621 SH   SOLE   70,621 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 25,319,986 535,080 SH   SOLE   535,080 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 123,628,465 254,500 SH   SOLE   254,500 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 32,514,735 301,537 SH   SOLE   301,537 0 0
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 21,719,475 20,700 SH   SOLE   20,700 0 0
BOEING CO COM 097023105 BBG001S5P0V3 14,897,583 71,100 SH   SOLE   71,100 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 37,803,737 6,530 SH   SOLE   6,530 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 7,636,851 71,100 SH   SOLE   71,100 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 229,876,939 833,945 SH   SOLE   833,945 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 23,131,900 374,000 SH   SOLE   374,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 66,551,464 215,971 SH   SOLE   215,971 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 20,384,880 649,200 SH   SOLE   649,200 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 24,884,261 64,100 SH   SOLE   64,100 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2,226,605 15,550 SH   SOLE   15,550 0 0
CHUBB LIMITED COM H1467J104 BBG001S8S1L3 34,824,344 120,200 SH   SOLE   120,200 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 51,392,800 726,400 SH   SOLE   726,400 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 37,338,878 1,046,200 SH   SOLE   1,046,200 0 0
COREBRIDGE FINL INC COM 21871X109 BBG016HJ8836 28,946,700 815,400 SH   SOLE   815,400 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 49,417,713 663,058 SH   SOLE   663,058 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 28,906,248 29,200 SH   SOLE   29,200 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 30,988,782 449,243 SH   SOLE   449,243 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 42,826,672 216,800 SH   SOLE   216,800 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 20,947,555 155,941 SH   SOLE   155,941 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 29,950,061 58,900 SH   SOLE   58,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 5,803,240 118,000 SH   SOLE   118,000 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 43,464,310 497,930 SH   SOLE   497,930 0 0
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 118,064,720 2,793,770 SH   SOLE   2,793,770 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 89,365,755 3,086,900 SH   SOLE   3,086,900 0 0
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 84,012,298 2,860,480 SH   SOLE   2,860,480 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 16,196,450 130,606 SH   SOLE   130,606 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 53,590,982 150,119 SH   SOLE   150,119 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 27,321,216 101,400 SH   SOLE   101,400 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 5,873,571 75,100 SH   SOLE   75,100 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 67,429,345 86,500 SH   SOLE   86,500 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 13,470,990 253,500 SH   SOLE   253,500 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 73,697,901 683,654 SH   SOLE   683,654 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 19,685,046 86,600 SH   SOLE   86,600 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 27,068,370 157,000 SH   SOLE   157,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 4,641,740 14,500 SH   SOLE   14,500 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 46,604,835 181,067 SH   SOLE   181,067 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 23,951,975 45,265 SH   SOLE   45,265 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 665,220 6,000 SH   SOLE   6,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 20,241,650 28,600 SH   SOLE   28,600 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 47,477,658 342,700 SH   SOLE   342,700 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 34,244,176 93,400 SH   SOLE   93,400 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 19,189,312 82,400 SH   SOLE   82,400 0 0
HUBBELL INC COM 443510607 BBG001S5S1L9 29,242,156 71,600 SH   SOLE   71,600 0 0
HYATT HOTELS CORP COM CL A 448579102 BBG001SFNHB8 16,834,528 120,548 SH   SOLE   120,548 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 32,770,374 61,100 SH   SOLE   61,100 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 8,489,664 28,800 SH   SOLE   28,800 0 0
INTUIT COM 461202103 BBG001S6TWR2 33,237,986 42,200 SH   SOLE   42,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 8,314,173 15,300 SH   SOLE   15,300 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 BBG001V0MBC0 25,104,000 1,200,000 SH   SOLE   1,200,000 0 0
ISHARES TR BROAD USD HIGH 46435U853 BBG00J2DS0J6 50,826,050 1,355,000 SH   SOLE   1,355,000 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 641,631,253 8,299,460 SH   SOLE   8,299,460 0 0
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 223,557,120 2,253,600 SH   SOLE   2,253,600 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 8,982,210 71,000 SH   SOLE   71,000 0 0
ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 5,484,600 90,000 SH   SOLE   90,000 0 0
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 90,011,039 978,700 SH   SOLE   978,700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 42,026,181 194,755 SH   SOLE   194,755 0 0
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 BBG00N6W8XF5 151,359,078 3,216,300 SH   SOLE   3,216,300 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 66,073,540 432,560 SH   SOLE   432,560 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 164,299,245 566,725 SH   SOLE   566,725 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 50,418,370 379,000 SH   SOLE   379,000 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 61,136,046 68,252 SH   SOLE   68,252 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 28,821,516 114,900 SH   SOLE   114,900 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 24,130,646 554,600 SH   SOLE   554,600 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 15,430,095 139,500 SH   SOLE   139,500 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 41,569,348 88,600 SH   SOLE   88,600 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 15,220,282 68,600 SH   SOLE   68,600 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 17,360,016 79,400 SH   SOLE   79,400 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 11,517,817 148,809 SH   SOLE   148,809 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 22,533,794 40,100 SH   SOLE   40,100 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 39,793,554 136,200 SH   SOLE   136,200 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 21,421,156 245,740 SH   SOLE   245,740 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 22,245,860 281,024 SH   SOLE   281,024 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 240,130,939 325,341 SH   SOLE   325,341 0 0
METLIFE INC COM 59156R108 BBG001S5T3R8 5,532,896 68,800 SH   SOLE   68,800 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 16,237,571 131,745 SH   SOLE   131,745 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 530,869,776 1,067,268 SH   SOLE   1,067,268 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 36,383,880 539,500 SH   SOLE   539,500 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 29,234,721 39,972 SH   SOLE   39,972 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 46,349,983 329,050 SH   SOLE   329,050 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 59,387,737 44,348 SH   SOLE   44,348 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 23,826,816 335,400 SH   SOLE   335,400 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 23,399,064 46,800 SH   SOLE   46,800 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 476,947,796 3,018,848 SH   SOLE   3,018,848 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 24,995,256 114,400 SH   SOLE   114,400 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 43,279,120 197,956 SH   SOLE   197,956 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 10,139,625 112,500 SH   SOLE   112,500 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 12,951,816 130,800 SH   SOLE   130,800 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 25,199,706 184,857 SH   SOLE   184,857 0 0
PEPSICO INC COM 713448108 BBG001S695T1 10,167,080 77,000 SH   SOLE   77,000 0 0
PFIZER INC COM 717081103 BBG001S5V466 10,723,776 442,400 SH   SOLE   442,400 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 76,641,397 420,806 SH   SOLE   420,806 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 19,946,940 107,000 SH   SOLE   107,000 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 63,335,595 397,537 SH   SOLE   397,537 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 23,243,506 87,100 SH   SOLE   87,100 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 5,430,766 34,100 SH   SOLE   34,100 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 13,440,000 25,600 SH   SOLE   25,600 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 32,389,426 221,815 SH   SOLE   221,815 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 23,253,489 44,100 SH   SOLE   44,100 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 14,125,342 51,800 SH   SOLE   51,800 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 18,223,169 539,147 SH   SOLE   539,147 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 23,458,446 276,600 SH   SOLE   276,600 0 0
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 136,234,720 923,500 SH   SOLE   923,500 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 27,295,780 659,000 SH   SOLE   659,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 61,721,720 284,000 SH   SOLE   284,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 27,262,599 336,700 SH   SOLE   336,700 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 184,331,118 2,257,300 SH   SOLE   2,257,300 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 73,215,978 833,800 SH   SOLE   833,800 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 125,652,726 496,200 SH   SOLE   496,200 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 81,218,320 79,000 SH   SOLE   79,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 25,816,770 160,592 SH   SOLE   160,592 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 76,847,643 252,100 SH   SOLE   252,100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 27,525,218 44,550 SH   SOLE   44,550 0 0
SPDR SERIES TRUST S&P INS ETF 78464A789 BBG001SPTB50 36,746,074 615,100 SH   SOLE   615,100 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 11,114,719 121,300 SH   SOLE   121,300 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 14,390,600 190,000 SH   SOLE   190,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 46,752,066 206,420 SH   SOLE   206,420 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 85,577,604 269,400 SH   SOLE   269,400 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 15,156,260 73,000 SH   SOLE   73,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 39,100,535 96,435 SH   SOLE   96,435 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 31,761,628 257,200 SH   SOLE   257,200 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 37,622,922 157,907 SH   SOLE   157,907 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 23,063,760 247,200 SH   SOLE   247,200 0 0
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 38,530,983 629,900 SH   SOLE   629,900 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 54,103,312 235,150 SH   SOLE   235,150 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 66,262,428 212,400 SH   SOLE   212,400 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D59 16,772,778 217,800 SH   SOLE   217,800 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 77,365,686 136,200 SH   SOLE   136,200 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 806,640 12,000 SH   SOLE   12,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,389,826 28,100 SH   SOLE   28,100 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 109,468,750 1,412,500 SH   SOLE   1,412,500 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 BBG001SHTV36 28,763,000 350,000 SH   SOLE   350,000 0 0
VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 28,272,663 280,066 SH   SOLE   280,066 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 56,483,187 1,305,366 SH   SOLE   1,305,366 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 122,510,358 345,051 SH   SOLE   345,051 0 0
WALMART INC COM 931142103 BBG001S5XH92 66,448,941 679,576 SH   SOLE   679,576 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 20,987,913 1,831,406 SH   SOLE   1,831,406 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 56,569,848 706,064 SH   SOLE   706,064 0 0
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 40,784,569 265,300 SH   SOLE   265,300 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00HCY3Q76 12,563,187 154,700 SH   SOLE   154,700 0 0