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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100 29,270 269,400 SH   SOLE   269,400 0 0
AbbVie Inc. COM 00287Y109 18,042 117,800 SH   SOLE   117,800 0 0
Adams Natural Resources Fund Inc COM 00548F105 42,576 2,186,774 SH   SOLE   2,186,774 0 0
Alphabet Inc. COM 02079K305 97,631 44,800 SH   SOLE   44,800 0 0
Amazon.com, Inc. COM 023135106 58,405 549,900 SH   SOLE   549,900 0 0
American Electric Power Company, Inc. COM 025537101 13,585 141,600 SH   SOLE   141,600 0 0
American Internation al Group, Inc. COM 026874784 27,119 530,400 SH   SOLE   530,400 0 0
Apple Inc. COM 037833100 134,491 983,700 SH   SOLE   983,700 0 0
Arista Networks, Inc COM 040413106 13,986 149,200 SH   SOLE   149,200 0 0
AT&T Inc. COM 00206R102 12,882 614,600 SH   SOLE   614,600 0 0
Automatic Data Processing, Inc. COM 053015103 21,550 102,600 SH   SOLE   102,600 0 0
Bank of America Corp COM 060505104 35,750 1,148,400 SH   SOLE   1,148,400 0 0
Berkshire Hathaway Inc. Class B COM 084670702 26,374 96,600 SH   SOLE   96,600 0 0
Booking Holdings Inc. COM 09857L108 18,539 10,600 SH   SOLE   10,600 0 0
Capri Holdings Limited COM G1890L107 12,258 298,900 SH   SOLE   298,900 0 0
Caterpillar Inc. COM 149123101 20,575 115,100 SH   SOLE   115,100 0 0
Centene Corporation COM 15135B101 24,918 294,500 SH   SOLE   294,500 0 0
CenterPoint Energy, Inc. COM 15189T107 14,503 490,300 SH   SOLE   490,300 0 0
Charles Schwab Corp COM 808513105 23,137 366,200 SH   SOLE   366,200 0 0
Cisco Systems, Inc. COM 17275R102 11,594 271,900 SH   SOLE   271,900 0 0
CMS Energy Corp. COM 125896100 13,723 203,300 SH   SOLE   203,300 0 0
ConocoPhillips COM 20825C104 19,309 215,000 SH   SOLE   215,000 0 0
Constellation Brands Inc. Class A COM 21036P108 12,096 51,900 SH   SOLE   51,900 0 0
Costco Wholesale Corporation COM 22160K105 23,964 50,000 SH   SOLE   50,000 0 0
CVS Health Corp. COM 126650100 35,674 385,000 SH   SOLE   385,000 0 0
Electronic Arts Inc. COM 285512109 11,399 93,700 SH   SOLE   93,700 0 0
Eli Lilly and Co COM 532457108 41,566 128,200 SH   SOLE   128,200 0 0
Equinix Inc COM 29444U700 15,768 24,000 SH   SOLE   24,000 0 0
Fidelity National Information Services COM 31620M106 18,362 200,300 SH   SOLE   200,300 0 0
Financial Select Sector SPDR Fund COM 81369Y605 11,561 367,600 SH   SOLE   367,600 0 0
FirstEnergy Corp. COM 337932107 12,435 323,900 SH   SOLE   323,900 0 0
General Dynamics Corporation COM 369550108 24,293 109,800 SH   SOLE   109,800 0 0
Health Care Select Sector SPDR Fund COM 81369Y209 18,031 140,600 SH   SOLE   140,600 0 0
Home Depot, Inc. COM 437076102 6,555 23,900 SH   SOLE   23,900 0 0
Incyte Corporation COM 45337C102 12,748 167,800 SH   SOLE   167,800 0 0
Intuit Inc. COM 461202103 18,347 47,600 SH   SOLE   47,600 0 0
Invitation Homes, Inc. COM 46187W107 10,752 302,200 SH   SOLE   302,200 0 0
Johnson & Johnson COM 478160104 21,621 121,800 SH   SOLE   121,800 0 0
JPMorgan Chase & Co. COM 46625H100 14,042 124,700 SH   SOLE   124,700 0 0
Lam Research Corp. COM 512807108 18,154 42,600 SH   SOLE   42,600 0 0
Las Vegas Sands Corp COM 517834107 6,550 195,000 SH   SOLE   195,000 0 0
Linde PLC COM G5494J103 15,527 54,000 SH   SOLE   54,000 0 0
Lowe's Companies, Inc. COM 548661107 8,506 48,700 SH   SOLE   48,700 0 0
LyondellBasell Industries N.V. COM N53745100 10,749 122,900 SH   SOLE   122,900 0 0
Marathon Petroleum Corp. COM 56585A102 17,815 216,700 SH   SOLE   216,700 0 0
Marriott International, Inc. COM 571903202 12,894 94,800 SH   SOLE   94,800 0 0
Mastercard Incorporated COM 57636Q104 37,700 119,500 SH   SOLE   119,500 0 0
Meta Platforms, Inc. COM 30303M102 32,621 202,300 SH   SOLE   202,300 0 0
MetLife, Inc. COM 59156R108 26,535 422,600 SH   SOLE   422,600 0 0
Micron Technology, Inc. COM 595112103 11,753 212,600 SH   SOLE   212,600 0 0
Microsoft Corp. COM 594918104 158,747 618,100 SH   SOLE   618,100 0 0
Molson Coors Brewing Company Class B COM 60871R209 17,923 328,800 SH   SOLE   328,800 0 0
Morgan Stanley COM 617446448 16,338 214,800 SH   SOLE   214,800 0 0
NextEra Energy, Inc. COM 65339F101 10,434 134,700 SH   SOLE   134,700 0 0
NVIDIA Corporation COM 67066G104 31,622 208,600 SH   SOLE   208,600 0 0
Oracle Corp. COM 68389X105 8,538 122,200 SH   SOLE   122,200 0 0
O'Reilly Automotive, Inc. COM 67103H107 23,438 37,100 SH   SOLE   37,100 0 0
Palo Alto Networks, Inc. COM 697435105 15,312 31,000 SH   SOLE   31,000 0 0
Parker-Hannifin Corp COM 701094104 20,275 82,400 SH   SOLE   82,400 0 0
PepsiCo, Inc. COM 713448108 13,133 78,800 SH   SOLE   78,800 0 0
Pfizer Inc. COM 717081103 19,593 373,700 SH   SOLE   373,700 0 0
Philip Morris International Inc. COM 718172109 19,689 199,400 SH   SOLE   199,400 0 0
Pioneer Natural Resources Company COM 723787107 17,244 77,300 SH   SOLE   77,300 0 0
Prologis, Inc. COM 74340W103 16,506 140,300 SH   SOLE   140,300 0 0
QUALCOMM Incorporated COM 747525103 20,119 157,500 SH   SOLE   157,500 0 0
Quanta Services, Inc COM 74762E102 25,607 204,300 SH   SOLE   204,300 0 0
Raytheon Technologie COM 75513E101 24,883 258,900 SH   SOLE   258,900 0 0
Regeneron Pharmaceuticals, Inc COM 75886F107 18,089 30,600 SH   SOLE   30,600 0 0
SBA Communications Corp. COM 78410G104 11,970 37,400 SH   SOLE   37,400 0 0
Sherwin-Williams Company COM 824348106 11,397 50,900 SH   SOLE   50,900 0 0
Steel Dynamics, Inc. COM 858119100 10,921 165,100 SH   SOLE   165,100 0 0
Target Corp. COM 87612E106 11,284 79,900 SH   SOLE   79,900 0 0
Technology Select Sector SPDR Fund COM 81369Y803 5,263 41,400 SH   SOLE   41,400 0 0
Tesla Motors, Inc. COM 88160R101 28,755 42,700 SH   SOLE   42,700 0 0
The Coca-Cola Company COM 191216100 10,424 165,700 SH   SOLE   165,700 0 0
The Procter & Gamble Company COM 742718109 22,755 158,250 SH   SOLE   158,250 0 0
Thermo Fisher Scientific Inc. COM 883556102 37,269 68,600 SH   SOLE   68,600 0 0
T-Mobile US, Inc. COM 872590104 8,543 63,500 SH   SOLE   63,500 0 0
TransDigm Group Incorporated COM 893641100 19,213 35,800 SH   SOLE   35,800 0 0
Truist Financial Corporation COM 89832Q109 13,110 276,400 SH   SOLE   276,400 0 0
Twenty-First Century Fox, Inc. Class A COM 35137L105 14,546 452,300 SH   SOLE   452,300 0 0
Tyson Foods, Inc. Class A COM 902494103 13,520 157,100 SH   SOLE   157,100 0 0
Ulta Salon, Cosmetic and Fragrance, Inc. COM 90384S303 22,165 57,500 SH   SOLE   57,500 0 0
Union Pacific Corp. COM 907818108 25,359 118,900 SH   SOLE   118,900 0 0
Unitedhealth Group Incorporated COM 91324P102 51,003 99,300 SH   SOLE   99,300 0 0
Verizon Communications Inc. COM 92343V104 10,926 215,300 SH   SOLE   215,300 0 0
Visa Inc. COM 92826C839 33,806 171,700 SH   SOLE   171,700 0 0
Wal-Mart Stores, Inc COM 931142103 8,547 70,300 SH   SOLE   70,300 0 0
Waste Connections, Inc. COM 94106B101 16,648 134,300 SH   SOLE   134,300 0 0
Wells Fargo & Company COM 949746101 27,885 711,900 SH   SOLE   711,900 0 0
YUM! Brands, Inc. COM 988498101 13,757 121,200 SH   SOLE   121,200 0 0