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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Accenture plc Class A COM G1151C101   35,483,668 101,119 SH   SOLE   101,119 0 0
Adams Natural Resources Fund, Inc. COM 00548F105   45,113,148 2,186,774 SH   SOLE   2,186,774 0 0
Adobe Inc. COM 00724F101   9,903,560 16,600 SH   SOLE   16,600 0 0
Advanced Micro Devices, Inc. COM 007903107   37,943,334 257,400 SH   SOLE   257,400 0 0
Alphabet Inc. Class A COM 02079K305   91,161,694 652,600 SH   SOLE   652,600 0 0
Altria Group, Inc. COM 02209S103   12,763,576 316,400 SH   SOLE   316,400 0 0
Amazon.com, Inc. COM 023135106   104,018,124 684,600 SH   SOLE   684,600 0 0
American International Group, Inc. COM 026874784   28,563,400 421,600 SH   SOLE   421,600 0 0
Apple Inc. COM 037833100   168,290,473 874,100 SH   SOLE   874,100 0 0
Arista Networks, Inc. COM 040413106   16,577,785 70,391 SH   SOLE   70,391 0 0
Atmos Energy Corporation COM 049560105   11,277,070 97,300 SH   SOLE   97,300 0 0
Bank of America Corp. COM 060505104   37,217,741 1,105,368 SH   SOLE   1,105,368 0 0
Becton, Dickinson and Company COM 075887109   21,042,529 86,300 SH   SOLE   86,300 0 0
Berkshire Hathaway Inc. Class B COM 084670702   29,475,452 82,643 SH   SOLE   82,643 0 0
Booking Holdings Inc. COM 09857L108   24,830,540 7,000 SH   SOLE   7,000 0 0
CBRE Group, Inc. Class A COM 12504L109   11,049,783 118,700 SH   SOLE   118,700 0 0
Cencora, Inc. COM 03073E105   28,855,890 140,500 SH   SOLE   140,500 0 0
CenterPoint Energy, Inc. COM 15189T107   13,159,342 460,600 SH   SOLE   460,600 0 0
Chubb Limited COM H1467J104   27,594,600 122,100 SH   SOLE   122,100 0 0
Cisco Systems, Inc. COM 17275R102   18,156,888 359,400 SH   SOLE   359,400 0 0
Colgate-Palmolive Company COM 194162103   15,208,668 190,800 SH   SOLE   190,800 0 0
Comcast Corporation Class A COM 20030N101   25,770,645 587,700 SH   SOLE   587,700 0 0
DexCom, Inc. COM 252131107   24,192,214 194,957 SH   SOLE   194,957 0 0
Diamondback Energy, Inc. COM 25278X109   14,050,248 90,600 SH   SOLE   90,600 0 0
Digital Realty Trust, Inc. COM 253868103   16,553,340 123,000 SH   SOLE   123,000 0 0
DTE Energy Company COM 233331107   15,149,724 137,400 SH   SOLE   137,400 0 0
DuPont de Nemours, Inc. COM 26614N102   10,307,543 133,986 SH   SOLE   133,986 0 0
Electronic Arts Inc. COM 285512109   10,082,897 73,700 SH   SOLE   73,700 0 0
Elevance Health, Inc. COM 036752103   18,720,932 39,700 SH   SOLE   39,700 0 0
Eli Lilly and Company COM 532457108   37,055,059 63,568 SH   SOLE   63,568 0 0
Exxon Mobil Corporation COM 30231G102   14,814,437 148,174 SH   SOLE   148,174 0 0
Generac Holdings Inc. COM 368736104   11,980,548 92,700 SH   SOLE   92,700 0 0
Home Depot, Inc. COM 437076102   14,381,825 41,500 SH   SOLE   41,500 0 0
IDEXX Laboratories, Inc. COM 45168D104   14,486,805 26,100 SH   SOLE   26,100 0 0
Ingersoll Rand Inc. COM 45687V106   20,672,982 267,300 SH   SOLE   267,300 0 0
Intuit Inc. COM 461202103   29,751,428 47,600 SH   SOLE   47,600 0 0
Johnson & Johnson COM 478160104   15,862,088 101,200 SH   SOLE   101,200 0 0
JPMorgan Chase & Co. COM 46625H100   51,772,146 304,363 SH   SOLE   304,363 0 0
Lam Research Corporation COM 512807108   34,228,462 43,700 SH   SOLE   43,700 0 0
Linde plc COM G54950103   23,862,251 58,100 SH   SOLE   58,100 0 0
Lockheed Martin Corporation COM 539830109   20,989,998 46,311 SH   SOLE   46,311 0 0
Marathon Petroleum Corporation COM 56585A102   14,811,817 99,837 SH   SOLE   99,837 0 0
Mastercard Incorporated Class A COM 57636Q104   36,578,351 85,762 SH   SOLE   85,762 0 0
McDonald's Corporation COM 580135101   31,103,899 104,900 SH   SOLE   104,900 0 0
Merck & Co., Inc. COM 58933Y105   36,270,954 332,700 SH   SOLE   332,700 0 0
Meta Platforms, Inc. Class A COM 30303M102   50,085,340 141,500 SH   SOLE   141,500 0 0
Micron Technology, Inc. COM 595112103   24,697,396 289,400 SH   SOLE   289,400 0 0
Microsoft Corporation COM 594918104   199,978,072 531,800 SH   SOLE   531,800 0 0
Monster Beverage Corporation COM 61174X109   13,980,103 242,668 SH   SOLE   242,668 0 0
Morgan Stanley COM 617446448   32,364,184 347,069 SH   SOLE   347,069 0 0
Netflix, Inc. COM 64110L106   25,523,223 52,422 SH   SOLE   52,422 0 0
NextEra Energy, Inc. COM 65339F101   11,716,746 192,900 SH   SOLE   192,900 0 0
NVIDIA Corporation COM 67066G104   79,779,942 161,100 SH   SOLE   161,100 0 0
Oracle Corporation COM 68389X105   5,144,984 48,800 SH   SOLE   48,800 0 0
O'Reilly Automotive, Inc. COM 67103H107   21,661,824 22,800 SH   SOLE   22,800 0 0
PepsiCo, Inc. COM 713448108   8,118,352 47,800 SH   SOLE   47,800 0 0
Philip Morris International Inc. COM 718172109   21,397,085 227,435 SH   SOLE   227,435 0 0
Pioneer Natural Resources Company COM 723787107   11,986,104 53,300 SH   SOLE   53,300 0 0
PPG Industries, Inc. COM 693506107   14,566,170 97,400 SH   SOLE   97,400 0 0
Prologis, Inc. COM 74340W103   23,300,840 174,800 SH   SOLE   174,800 0 0
Public Storage COM 74460D109   13,206,500 43,300 SH   SOLE   43,300 0 0
QUALCOMM Incorporated COM 747525103   5,438,088 37,600 SH   SOLE   37,600 0 0
Quanta Services, Inc. COM 74762E102   25,680,200 119,000 SH   SOLE   119,000 0 0
Regeneron Pharmaceuticals, Inc. COM 75886F107   28,368,767 32,300 SH   SOLE   32,300 0 0
Republic Services, Inc. COM 760759100   24,439,662 148,200 SH   SOLE   148,200 0 0
S&P Global, Inc. COM 78409V104   34,668,924 78,700 SH   SOLE   78,700 0 0
Salesforce, Inc. COM 79466L302   35,708,098 135,700 SH   SOLE   135,700 0 0
Skechers U.S.A., Inc. Class A COM 830566105   17,511,306 280,900 SH   SOLE   280,900 0 0
Synopsys, Inc. COM 871607107   25,796,991 50,100 SH   SOLE   50,100 0 0
Technology Select Sector SPDR Fund COM 81369Y803   8,064,912 41,900 SH   SOLE   41,900 0 0
Teck Resources Limited COM 878742204   9,696,738 229,400 SH   SOLE   229,400 0 0
Tesla, Inc. COM 88160R101   33,470,256 134,700 SH   SOLE   134,700 0 0
Boeing Company COM 097023105   32,628,637 125,177 SH   SOLE   125,177 0 0
Coca-Cola Company COM 191216100   8,485,920 144,000 SH   SOLE   144,000 0 0
Procter & Gamble Company COM 742718109   38,312,736 261,449 SH   SOLE   261,449 0 0
Thermo Fisher Scientific Inc. COM 883556102   21,603,153 40,700 SH   SOLE   40,700 0 0
Trane Technologies plc COM G8994E103   27,511,920 112,800 SH   SOLE   112,800 0 0
TransDigm Group Incorporated COM 893641100   24,177,240 23,900 SH   SOLE   23,900 0 0
Uber Technologies, Inc. COM 90353T100   21,992,804 357,200 SH   SOLE   357,200 0 0
Ulta Beauty, Inc. COM 90384S303   15,630,681 31,900 SH   SOLE   31,900 0 0
Union Pacific Corporation COM 907818108   32,200,782 131,100 SH   SOLE   131,100 0 0
UnitedHealth Group Incorporated COM 91324P102   47,698,182 90,600 SH   SOLE   90,600 0 0
Verizon Communications Inc. COM 92343V104   17,447,560 462,800 SH   SOLE   462,800 0 0
Visa Inc. Class A COM 92826C839   50,810,166 195,161 SH   SOLE   195,161 0 0
Walmart Inc. COM 931142103   32,094,545 203,581 SH   SOLE   203,581 0 0
Zoetis, Inc. Class A COM 98978V103   26,822,583 135,900 SH   SOLE   135,900 0 0