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
ABBVIE INC COM 00287Y109   464,755 2,999 SH   SOLE   2,999 0 0
AIR PRODS & CHEMS INC COM 009158106   449,306 1,641 SH   SOLE   1,641 0 0
ALLIANT ENERGY CORP COM 018802108   1,345,394 26,226 SH   SOLE   26,226 0 0
ALPHABET INC CAP STK CL A 02079K305   453,434 3,246 SH   SOLE   3,246 0 0
ALTRIA GROUP INC COM 02209S103   806,800 20,000 SH   SOLE   20,000 0 0
AMAZON COM INC COM 023135106   457,643 3,012 SH   SOLE   3,012 0 0
APA CORPORATION COM 03743Q108   415,490 11,580 SH   SOLE   11,580 0 0
APPLE INC COM 037833100   4,376,977 22,734 SH   SOLE   22,734 0 0
APTIV PLC SHS G6095L109   517,326 5,766 SH   SOLE   5,766 0 0
ARCH CAP GROUP LTD ORD G0450A105   378,406 5,095 SH   SOLE   5,095 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   440,546 1,891 SH   SOLE   1,891 0 0
BANK AMERICA CORP COM 060505104   2,525,250 75,000 SH   SOLE   75,000 0 0
BARRICK GOLD CORP COM 067901108   723,600 40,000 SH   SOLE   40,000 0 0
BIO-TECHNE CORP COM 09073M104   1,699,680 22,028 SH   SOLE   22,028 0 0
BORGWARNER INC COM 099724106   473,686 13,213 SH   SOLE   13,213 0 0
CATALENT INC COM 148806102   563,063 12,532 SH   SOLE   12,532 0 0
CERIDIAN HCM HLDG INC COM 15677J108   1,295,080 19,295 SH   SOLE   19,295 0 0
COUPANG INC CL A 22266T109   2,023,750 125,000 SH   SOLE   125,000 0 0
CVS HEALTH CORP COM 126650100   1,574,462 19,940 SH   SOLE   19,940 0 0
DUPONT DE NEMOURS INC COM 26614N102   480,813 6,250 SH   SOLE   6,250 0 0
ELI LILLY & CO COM 532457108   1,735,936 2,978 SH   SOLE   2,978 0 0
EVEREST GROUP LTD COM G3223R108   397,070 1,123 SH   SOLE   1,123 0 0
FIRST SOLAR INC COM 336433107   1,292,100 7,500 SH   SOLE   7,500 0 0
FORTINET INC COM 34959E109   1,537,232 26,264 SH   SOLE   26,264 0 0
FOX CORP CL A COM 35137L105   415,024 13,988 SH   SOLE   13,988 0 0
GENERAC HLDGS INC COM 368736104   1,595,597 12,346 SH   SOLE   12,346 0 0
GENERAL MTRS CO COM 37045V100   1,436,800 40,000 SH   SOLE   40,000 0 0
HALLIBURTON CO COM 406216101   409,290 11,322 SH   SOLE   11,322 0 0
HESS CORP COM 42809H107   436,516 3,028 SH   SOLE   3,028 0 0
HUMANA INC COM 444859102   1,258,978 2,750 SH   SOLE   2,750 0 0
ICICI BANK LIMITED ADR 45104G104   2,026,400 85,000 SH   SOLE   85,000 0 0
INGERSOLL RAND INC COM 45687V106   544,242 7,037 SH   SOLE   7,037 0 0
LINCOLN NATL CORP IND COM 534187109   511,243 18,956 SH   SOLE   18,956 0 0
MARATHON OIL CORP COM 565849106   414,634 17,162 SH   SOLE   17,162 0 0
META PLATFORMS INC CL A 30303M102   2,338,968 6,608 SH   SOLE   6,608 0 0
MICROSOFT CORP COM 594918104   4,162,011 11,068 SH   SOLE   11,068 0 0
MODERNA INC COM 60770K107   598,092 6,014 SH   SOLE   6,014 0 0
MOLINA HEALTHCARE INC COM 60855R100   442,243 1,224 SH   SOLE   1,224 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   1,697,850 45,000 SH   SOLE   45,000 0 0
NEWMONT CORP COM 651639106   507,524 12,262 SH   SOLE   12,262 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,874,250 225,000 SH   SOLE   225,000 0 0
NVIDIA CORPORATION COM 67066G104   454,117 917 SH   SOLE   917 0 0
ORGANON & CO COMMON STOCK 68622V106   1,502,982 104,229 SH   SOLE   104,229 0 0
PAYPAL HLDGS INC COM 70450Y103   1,842,300 30,000 SH   SOLE   30,000 0 0
PENTAIR PLC SHS G7S00T104   1,529,382 21,034 SH   SOLE   21,034 0 0
PROCTER AND GAMBLE CO COM 742718109   1,604,173 10,947 SH   SOLE   10,947 0 0
PROGRESSIVE CORP COM 743315103   430,852 2,705 SH   SOLE   2,705 0 0
RESMED INC COM 761152107   1,511,196 8,785 SH   SOLE   8,785 0 0
REVVITY INC COM 714046109   548,299 5,016 SH   SOLE   5,016 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,862,880 6,000 SH   SOLE   6,000 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   3,792,150 135,000 SH   SOLE   135,000 0 0
SCHLUMBERGER LTD COM STK 806857108   420,691 8,084 SH   SOLE   8,084 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   508,634 5,958 SH   SOLE   5,958 0 0
SHELL PLC SPON ADS 780259305   1,974,000 30,000 SH   SOLE   30,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   19,012,400 40,000 SH   SOLE   40,000 0 0
STELLANTIS N.V SHS N82405106   1,749,000 75,000 SH   SOLE   75,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   503,415 1,128 SH   SOLE   1,128 0 0
TESLA INC COM 88160R101   478,572 1,926 SH   SOLE   1,926 0 0
THE CIGNA GROUP COM 125523100   432,106 1,443 SH   SOLE   1,443 0 0
VALE S A SPONSORED ADS 91912E105   1,189,500 75,000 SH   SOLE   75,000 0 0
VIATRIS INC COM 92556V106   505,425 46,669 SH   SOLE   46,669 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   2,392,500 275,000 SH   SOLE   275,000 0 0
WABTEC COM 929740108   494,529 3,897 SH   SOLE   3,897 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   514,217 45,186 SH   SOLE   45,186 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   435,925 1,238 SH   SOLE   1,238 0 0
XCEL ENERGY INC COM 98389B100   448,166 7,239 SH   SOLE   7,239 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   1,719,519 6,291 SH   SOLE   6,291 0 0