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
3M Company COM 88579Y101   12,324,114 120,600 SH   SOLE   120,600 0 0
AbbVie, Inc. COM 00287Y109   38,111,744 222,200 SH   SOLE   222,200 0 0
Accenture plc Class A COM G1151C101   8,137,153 26,819 SH   SOLE   26,819 0 0
Adams Natural Resources Fund, Inc. COM 00548F105   51,629,734 2,186,774 SH   SOLE   2,186,774 0 0
Adobe Inc. COM 00724F101   16,221,768 29,200 SH   SOLE   29,200 0 0
Advanced Micro Devices, Inc. COM 007903107   37,924,698 233,800 SH   SOLE   233,800 0 0
Alphabet Inc. Class A COM 02079K305   129,253,640 709,600 SH   SOLE   709,600 0 0
Amazon.com, Inc. COM 023135106   132,298,950 684,600 SH   SOLE   684,600 0 0
American International Group, Inc. COM 026874784   27,246,080 367,000 SH   SOLE   367,000 0 0
Analog Devices, Inc. COM 032654105   25,565,120 112,000 SH   SOLE   112,000 0 0
Apple Inc. COM 037833100   212,747,262 1,010,100 SH   SOLE   1,010,100 0 0
Arista Networks, Inc. COM 040413106   24,670,638 70,391 SH   SOLE   70,391 0 0
Avery Dennison Corporation COM 053611109   7,127,990 32,600 SH   SOLE   32,600 0 0
Bank of America Corp. COM 060505104   43,960,485 1,105,368 SH   SOLE   1,105,368 0 0
Berkshire Hathaway Inc. Class B COM 084670702   33,619,172 82,643 SH   SOLE   82,643 0 0
Booking Holdings Inc. COM 09857L108   27,730,500 7,000 SH   SOLE   7,000 0 0
Broadcom Inc. COM 11135F101   19,908,572 12,400 SH   SOLE   12,400 0 0
CBRE Group, Inc. Class A COM 12504L109   10,577,357 118,700 SH   SOLE   118,700 0 0
Cencora, Inc. COM 03073E105   31,654,650 140,500 SH   SOLE   140,500 0 0
Charles Schwab Corp. COM 808513105   22,895,483 310,700 SH   SOLE   310,700 0 0
Chevron Corporation COM 166764100   13,999,590 89,500 SH   SOLE   89,500 0 0
Cigna Group COM 125523100   28,726,533 86,900 SH   SOLE   86,900 0 0
Cisco Systems, Inc. COM 17275R102   12,442,869 261,900 SH   SOLE   261,900 0 0
Colgate-Palmolive Company COM 194162103   26,453,104 272,600 SH   SOLE   272,600 0 0
Constellation Energy Corporation COM 21037T109   2,643,564 13,200 SH   SOLE   13,200 0 0
Consumer Staples Select Sector SPDR Fund COM 81369Y308   14,879,494 194,300 SH   SOLE   194,300 0 0
Danaher Corporation COM 235851102   18,214,065 72,900 SH   SOLE   72,900 0 0
DexCom, Inc. COM 252131107   14,519,103 128,057 SH   SOLE   128,057 0 0
Diamondback Energy, Inc. COM 25278X109   18,137,214 90,600 SH   SOLE   90,600 0 0
DTE Energy Company COM 233331107   15,252,774 137,400 SH   SOLE   137,400 0 0
Edwards Lifesciences Corporation COM 28176E108   21,069,597 228,100 SH   SOLE   228,100 0 0
Eli Lilly and Company COM 532457108   57,553,196 63,568 SH   SOLE   63,568 0 0
Entergy Corporation COM 29364G103   10,774,900 100,700 SH   SOLE   100,700 0 0
Equinix, Inc. COM 29444U700   14,753,700 19,500 SH   SOLE   19,500 0 0
Freeport-McMoRan, Inc. COM 35671D857   19,639,260 404,100 SH   SOLE   404,100 0 0
General Dynamics Corporation COM 369550108   25,387,250 87,500 SH   SOLE   87,500 0 0
Health Care Select Sector SPDR Fund COM 81369Y209   9,779,825 67,100 SH   SOLE   67,100 0 0
Hess Corporation COM 42809H107   13,660,352 92,600 SH   SOLE   92,600 0 0
Home Depot, Inc. COM 437076102   14,285,960 41,500 SH   SOLE   41,500 0 0
Hubbell Incorporated COM 443510607   20,247,592 55,400 SH   SOLE   55,400 0 0
Industrial Select Sector SPDR Fund COM 81369Y704   6,775,972 55,600 SH   SOLE   55,600 0 0
Intuit Inc. COM 461202103   31,283,196 47,600 SH   SOLE   47,600 0 0
Johnson & Johnson COM 478160104   14,791,392 101,200 SH   SOLE   101,200 0 0
JPMorgan Chase & Co. COM 46625H100   61,560,460 304,363 SH   SOLE   304,363 0 0
Lam Research Corporation COM 512807108   39,931,875 37,500 SH   SOLE   37,500 0 0
Leidos Holdings, Inc. COM 525327102   24,347,372 166,900 SH   SOLE   166,900 0 0
Linde plc COM G54950103   26,942,934 61,400 SH   SOLE   61,400 0 0
Marathon Petroleum Corporation COM 56585A102   17,319,723 99,837 SH   SOLE   99,837 0 0
Marsh & McLennan Companies, Inc. COM 571748102   20,271,264 96,200 SH   SOLE   96,200 0 0
Mastercard Incorporated Class A COM 57636Q104   13,482,732 30,562 SH   SOLE   30,562 0 0
McDonald's Corporation COM 580135101   23,802,056 93,400 SH   SOLE   93,400 0 0
Merck & Co., Inc. COM 58933Y105   10,696,320 86,400 SH   SOLE   86,400 0 0
Meta Platforms, Inc. Class A COM 30303M102   74,977,514 148,700 SH   SOLE   148,700 0 0
Micron Technology, Inc. COM 595112103   25,069,618 190,600 SH   SOLE   190,600 0 0
Microsoft Corporation COM 594918104   234,738,140 525,200 SH   SOLE   525,200 0 0
Morgan Stanley COM 617446448   25,140,040 258,669 SH   SOLE   258,669 0 0
Netflix, Inc. COM 64110L106   30,519,423 45,222 SH   SOLE   45,222 0 0
NextEra Energy, Inc. COM 65339F101   24,974,687 352,700 SH   SOLE   352,700 0 0
NIKE, Inc. Class B COM 654106103   15,910,607 211,100 SH   SOLE   211,100 0 0
NVIDIA Corporation COM 67066G104   199,022,940 1,611,000 SH   SOLE   1,611,000 0 0
Oracle Corporation COM 68389X105   6,890,560 48,800 SH   SOLE   48,800 0 0
O'Reilly Automotive, Inc. COM 67103H107   24,078,168 22,800 SH   SOLE   22,800 0 0
Parker-Hannifin Corporation COM 701094104   14,061,518 27,800 SH   SOLE   27,800 0 0
PayPal Holdings, Inc. COM 70450Y103   11,843,923 204,100 SH   SOLE   204,100 0 0
Pentair plc COM G7S00T104   13,861,936 180,800 SH   SOLE   180,800 0 0
PepsiCo, Inc. COM 713448108   7,883,654 47,800 SH   SOLE   47,800 0 0
Philip Morris International Inc. COM 718172109   28,375,946 280,035 SH   SOLE   280,035 0 0
PNC Financial Services Group, Inc. COM 693475105   24,612,484 158,300 SH   SOLE   158,300 0 0
PPG Industries, Inc. COM 693506107   6,735,115 53,500 SH   SOLE   53,500 0 0
Prologis, Inc. COM 74340W103   15,835,710 141,000 SH   SOLE   141,000 0 0
Public Storage COM 74460D109   16,798,760 58,400 SH   SOLE   58,400 0 0
RTX Corporation COM 75513E101   17,397,587 173,300 SH   SOLE   173,300 0 0
Regeneron Pharmaceuticals, Inc. COM 75886F107   33,948,269 32,300 SH   SOLE   32,300 0 0
Republic Services, Inc. COM 760759100   25,750,050 132,500 SH   SOLE   132,500 0 0
Salesforce, Inc. COM 79466L302   16,145,880 62,800 SH   SOLE   62,800 0 0
Synopsys, Inc. COM 871607107   29,812,506 50,100 SH   SOLE   50,100 0 0
Sysco Corporation COM 871829107   17,126,461 239,900 SH   SOLE   239,900 0 0
Target Corporation COM 87612E106   17,809,212 120,300 SH   SOLE   120,300 0 0
Technology Select Sector SPDR Fund COM 81369Y803   16,831,512 74,400 SH   SOLE   74,400 0 0
Tesla, Inc. COM 88160R101   26,654,436 134,700 SH   SOLE   134,700 0 0
Allstate Corporation COM 020002101   16,684,470 104,500 SH   SOLE   104,500 0 0
Coca-Cola Company COM 191216100   9,165,600 144,000 SH   SOLE   144,000 0 0
Procter & Gamble Company COM 742718109   11,585,465 70,249 SH   SOLE   70,249 0 0
Walt Disney Company COM 254687106   10,703,462 107,800 SH   SOLE   107,800 0 0
Thermo Fisher Scientific Inc. COM 883556102   29,143,100 52,700 SH   SOLE   52,700 0 0
T-Mobile US, Inc. COM 872590104   12,684,960 72,000 SH   SOLE   72,000 0 0
Trane Technologies plc COM G8994E103   31,906,210 97,000 SH   SOLE   97,000 0 0
TransDigm Group Incorporated COM 893641100   24,657,873 19,300 SH   SOLE   19,300 0 0
Uber Technologies, Inc. COM 90353T100   25,961,296 357,200 SH   SOLE   357,200 0 0
Ulta Beauty, Inc. COM 90384S303   12,309,253 31,900 SH   SOLE   31,900 0 0
Union Pacific Corporation COM 907818108   19,729,872 87,200 SH   SOLE   87,200 0 0
UnitedHealth Group Incorporated COM 91324P102   17,773,174 34,900 SH   SOLE   34,900 0 0
Verizon Communications Inc. COM 92343V104   21,259,220 515,500 SH   SOLE   515,500 0 0
Visa Inc. Class A COM 92826C839   51,223,908 195,161 SH   SOLE   195,161 0 0
Vistra Corp. COM 92840M102   1,306,896 15,200 SH   SOLE   15,200 0 0
Walmart Inc. COM 931142103   34,325,111 506,943 SH   SOLE   506,943 0 0
Zoetis, Inc. Class A COM 98978V103   20,629,840 119,000 SH   SOLE   119,000 0 0