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
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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
Abbott Laboratories COM 002824100 31,886 269,400 SH   SOLE   269,400 0 0
AbbVie, Inc. COM 00287Y109 35,113 216,600 SH   SOLE   216,600 0 0
Adams Natural Resources Fund, Inc. COM 00548F105 45,769 2,186,774 SH   SOLE   2,186,774 0 0
Adobe Inc. COM 00724F101 23,100 50,700 SH   SOLE   50,700 0 0
Alphabet Inc. Class A COM 02079K305 127,386 45,800 SH   SOLE   45,800 0 0
Amazon.com, Inc. COM 023135106 103,340 31,700 SH   SOLE   31,700 0 0
American International Group, Inc. COM 026874784 33,293 530,400 SH   SOLE   530,400 0 0
Apple Inc. COM 037833100 171,764 983,700 SH   SOLE   983,700 0 0
Arista Networks, Inc. COM 040413106 20,736 149,200 SH   SOLE   149,200 0 0
Automatic Data Processing, Inc. COM 053015103 23,346 102,600 SH   SOLE   102,600 0 0
Bank of America Corp. COM 060505104 47,337 1,148,400 SH   SOLE   1,148,400 0 0
Berkshire Hathaway Inc. Class B COM 084670702 34,091 96,600 SH   SOLE   96,600 0 0
BlackRock, Inc. COM 09247X101 16,582 21,700 SH   SOLE   21,700 0 0
Booking Holdings Inc. COM 09857L108 18,553 7,900 SH   SOLE   7,900 0 0
Capri Holdings Limited COM G1890L107 15,360 298,900 SH   SOLE   298,900 0 0
Caterpillar Inc. COM 149123101 25,647 115,100 SH   SOLE   115,100 0 0
CBRE Group, Inc. Class A COM 12504L109 13,728 150,000 SH   SOLE   150,000 0 0
Centene Corporation COM 15135B101 24,794 294,500 SH   SOLE   294,500 0 0
CenterPoint Energy, Inc. COM 15189T107 15,023 490,300 SH   SOLE   490,300 0 0
Cisco Systems, Inc. COM 17275R102 15,161 271,900 SH   SOLE   271,900 0 0
Coca-Cola Company COM 191216100 27,106 437,200 SH   SOLE   437,200 0 0
ConocoPhillips COM 20825C104 21,500 215,000 SH   SOLE   215,000 0 0
Costco Wholesale Corporation COM 22160K105 34,666 60,200 SH   SOLE   60,200 0 0
CVS Health Corporation COM 126650100 32,903 325,100 SH   SOLE   325,100 0 0
Electronic Arts Inc. COM 285512109 11,854 93,700 SH   SOLE   93,700 0 0
Eli Lilly and Company COM 532457108 42,841 149,600 SH   SOLE   149,600 0 0
Equinix, Inc. COM 29444U700 11,569 15,600 SH   SOLE   15,600 0 0
Evergy, Inc. COM 30034W106 13,846 202,600 SH   SOLE   202,600 0 0
Exelon Corporation COM 30161N101 13,832 290,400 SH   SOLE   290,400 0 0
Fox Corporation Class A COM 35137L105 7,357 186,500 SH   SOLE   186,500 0 0
General Dynamics Corporation COM 369550108 26,482 109,800 SH   SOLE   109,800 0 0
General Motors Company COM 37045V100 8,586 196,300 SH   SOLE   196,300 0 0
Health Care Select Sector SPDR Fund COM 81369Y209 22,809 166,500 SH   SOLE   166,500 0 0
Home Depot, Inc. COM 437076102 7,154 23,900 SH   SOLE   23,900 0 0
IDEXX Laboratories, Inc. COM 45168D104 16,685 30,500 SH   SOLE   30,500 0 0
Intuit Inc. COM 461202103 22,888 47,600 SH   SOLE   47,600 0 0
IQVIA Holdings Inc. COM 46266C105 12,994 56,200 SH   SOLE   56,200 0 0
JPMorgan Chase & Co. COM 46625H100 16,999 124,700 SH   SOLE   124,700 0 0
Lam Research Corporation COM 512807108 22,902 42,600 SH   SOLE   42,600 0 0
Linde plc COM G5494J103 14,758 46,200 SH   SOLE   46,200 0 0
Lowe's Companies, Inc. COM 548661107 9,847 48,700 SH   SOLE   48,700 0 0
LyondellBasell Industries N.V. COM N53745100 11,434 111,200 SH   SOLE   111,200 0 0
Marathon Petroleum Corporation COM 56585A102 18,528 216,700 SH   SOLE   216,700 0 0
Marriott International, Inc. Class A COM 571903202 20,317 115,600 SH   SOLE   115,600 0 0
Mastercard Incorporated Class A COM 57636Q104 42,707 119,500 SH   SOLE   119,500 0 0
Meta Platforms, Inc. Class A COM 30303M102 47,674 214,400 SH   SOLE   214,400 0 0
MetLife, Inc. COM 59156R108 29,700 422,600 SH   SOLE   422,600 0 0
Micron Technology, Inc. COM 595112103 16,559 212,600 SH   SOLE   212,600 0 0
Microsoft Corporation COM 594918104 190,566 618,100 SH   SOLE   618,100 0 0
Molson Coors Beverage Company Class B COM 60871R209 12,998 243,500 SH   SOLE   243,500 0 0
Moody's Corporation COM 615369105 26,993 80,000 SH   SOLE   80,000 0 0
Morgan Stanley COM 617446448 14,036 160,600 SH   SOLE   160,600 0 0
NextEra Energy, Inc. COM 65339F101 26,065 307,700 SH   SOLE   307,700 0 0
NIKE, Inc. Class B COM 654106103 11,787 87,600 SH   SOLE   87,600 0 0
NVIDIA Corporation COM 67066G104 56,919 208,600 SH   SOLE   208,600 0 0
Old Dominion Freight Line, Inc. COM 679580100 18,548 62,100 SH   SOLE   62,100 0 0
Oracle Corporation COM 68389X105 10,110 122,200 SH   SOLE   122,200 0 0
O'Reilly Automotive, Inc. COM 67103H107 18,905 27,600 SH   SOLE   27,600 0 0
Palo Alto Networks, Inc. COM 697435105 23,220 37,300 SH   SOLE   37,300 0 0
Parker-Hannifin Corporation COM 701094104 23,382 82,400 SH   SOLE   82,400 0 0
PayPal Holdings, Inc. COM 70450Y103 4,707 40,700 SH   SOLE   40,700 0 0
PepsiCo, Inc. COM 713448108 13,190 78,800 SH   SOLE   78,800 0 0
Philip Morris International Inc. COM 718172109 27,684 294,700 SH   SOLE   294,700 0 0
Pioneer Natural Resources Company COM 723787107 19,327 77,300 SH   SOLE   77,300 0 0
Procter & Gamble Company COM 742718109 24,181 158,250 SH   SOLE   158,250 0 0
Prologis, Inc. COM 74340W103 22,656 140,300 SH   SOLE   140,300 0 0
QUALCOMM Incorporated COM 747525103 24,069 157,500 SH   SOLE   157,500 0 0
Quanta Services, Inc. COM 74762E102 28,191 214,200 SH   SOLE   214,200 0 0
Raytheon Technologies Corporation COM 75513E101 25,649 258,900 SH   SOLE   258,900 0 0
Regeneron Pharmaceuticals, Inc. COM 75886F107 31,429 45,000 SH   SOLE   45,000 0 0
Sherwin-Williams Company COM 824348106 16,300 65,300 SH   SOLE   65,300 0 0
Simon Property Group, Inc. COM 828806109 17,669 134,300 SH   SOLE   134,300 0 0
Steel Dynamics, Inc. COM 858119100 13,774 165,100 SH   SOLE   165,100 0 0
Target Corporation COM 87612E106 16,956 79,900 SH   SOLE   79,900 0 0
Tesla, Inc. COM 88160R101 40,410 37,500 SH   SOLE   37,500 0 0
Thermo Fisher Scientific Inc. COM 883556102 40,519 68,600 SH   SOLE   68,600 0 0
TJX Companies, Inc. COM 872540109 11,540 190,500 SH   SOLE   190,500 0 0
T-Mobile US, Inc. COM 872590104 3,517 27,400 SH   SOLE   27,400 0 0
TransDigm Group Incorporated COM 893641100 23,325 35,800 SH   SOLE   35,800 0 0
Truist Financial Corporation COM 89832Q109 22,703 400,400 SH   SOLE   400,400 0 0
Ulta Beauty, Inc. COM 90384S303 16,367 41,100 SH   SOLE   41,100 0 0
Union Pacific Corporation COM 907818108 32,485 118,900 SH   SOLE   118,900 0 0
UnitedHealth Group Incorporated COM 91324P102 60,023 117,700 SH   SOLE   117,700 0 0
Verizon Communications Inc. COM 92343V104 22,225 436,300 SH   SOLE   436,300 0 0
Visa Inc. Class A COM 92826C839 38,078 171,700 SH   SOLE   171,700 0 0
Walmart Inc. COM 931142103 10,469 70,300 SH   SOLE   70,300 0 0
Walt Disney Company COM 254687106 12,029 87,700 SH   SOLE   87,700 0 0
Wells Fargo & Company COM 949746101 34,499 711,900 SH   SOLE   711,900 0 0