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
3M CO COM 88579Y101 14,447 85,000 SH   SOLE   85,000 0 0
ABBOTT LABS COM 002824100 29,350 242,000 SH   SOLE   242,000 0 0
ABBVIE INC COM 00287Y109 28,253 217,300 SH   SOLE   217,300 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 75,891 154,450 SH   SOLE   154,450 0 0
ALIGN TECHNOLOGY INC COM 016255101 16,141 36,800 SH   SOLE   36,800 0 0
ALPHABET INC CAP STK CL A 02079K305 9,849 3,900 SH   SOLE   3,900 0 0
ALPHABET INC CAP STK CL C 02079K107 278,821 110,366 SH   SOLE   110,366 0 0
AMAZON COM INC COM 023135106 241,454 87,350 SH   SOLE   87,350 0 0
AMERICAN EXPRESS CO COM 025816109 19,995 129,300 SH   SOLE   129,300 0 0
AMERICAN TOWER CORP NEW COM 03027X100 40,825 169,200 SH   SOLE   169,200 0 0
APPLE INC COM 037833100 383,226 2,440,000 SH   SOLE   2,440,000 0 0
APPLIED MATLS INC COM 038222105 33,820 255,300 SH   SOLE   255,300 0 0
AT&T INC COM 00206R102 12,015 463,000 SH   SOLE   463,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 110,554 370,700 SH   SOLE   370,700 0 0
BIOGEN INC COM 09062X103 7,379 33,800 SH   SOLE   33,800 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 9,412 154,000 SH   SOLE   154,000 0 0
BK OF AMERICA CORP COM 060505104 61,501 1,430,580 SH   SOLE   1,430,580 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 101,820 2,123,908 SH   SOLE   2,123,908 0 0
BLACKROCK ETF TRUST WORLD EX US CARB 09290C608 71,909 1,610,870 SH   SOLE   1,610,870 0 0
BOEING CO COM 097023105 20,458 105,000 SH   SOLE   105,000 0 0
BOOKING HOLDINGS INC COM 09857L108 39,967 17,830 SH   SOLE   17,830 0 0
BOSTON SCIENTIFIC CORP COM 101137107 38,604 927,100 SH   SOLE   927,100 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 61,330 991,277 SH   SOLE   991,277 0 0
BROADCOM INC COM 11135F101 85,174 163,608 SH   SOLE   163,608 0 0
CATERPILLAR INC COM 149123101 52,543 250,800 SH   SOLE   250,800 0 0
CHEVRON CORP NEW COM 166764100 67,882 550,500 SH   SOLE   550,500 0 0
CISCO SYS INC COM 17275R102 50,269 906,900 SH   SOLE   906,900 0 0
CITIGROUP INC COM NEW 172967424 34,025 561,100 SH   SOLE   561,100 0 0
COCA COLA CO COM 191216100 69,797 1,179,800 SH   SOLE   1,179,800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 49,446 600,000 SH   SOLE   600,000 0 0
COMCAST CORP NEW CL A 20030N101 54,493 1,096,000 SH   SOLE   1,096,000 0 0
CORTEVA INC COM 22052L104 50,668 1,136,558 SH   SOLE   1,136,558 0 0
COSTCO WHSL CORP NEW COM 22160K105 14,116 29,700 SH   SOLE   29,700 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 46,866 259,960 SH   SOLE   259,960 0 0
CVS HEALTH CORP COM 126650100 67,997 678,543 SH   SOLE   678,543 0 0
DEERE & CO COM 244199105 24,872 70,900 SH   SOLE   70,900 0 0
DEXCOM INC COM 252131107 42,093 102,900 SH   SOLE   102,900 0 0
DISCOVERY INC COM SER C 25470F302 13,562 541,200 SH   SOLE   541,200 0 0
DISNEY WALT CO COM 254687106 28,902 219,806 SH   SOLE   219,806 0 0
DOW INC COM 260557103 10,219 185,458 SH   SOLE   185,458 0 0
DUPONT DE NEMOURS INC COM 26614N102 40,562 540,390 SH   SOLE   540,390 0 0
EATON CORP PLC SHS G29183103 52,415 337,419 SH   SOLE   337,419 0 0
ECOLAB INC COM 278865100 14,814 79,600 SH   SOLE   79,600 0 0
EXACT SCIENCES CORP COM 30063P105 40,677 596,700 SH   SOLE   596,700 0 0
EXXON MOBIL CORP COM 30231G102 37,082 525,620 SH   SOLE   525,620 0 0
FISERV INC COM 337738108 34,189 337,700 SH   SOLE   337,700 0 0
FOX CORP CL A COM 35137L105 27,157 709,998 SH   SOLE   709,998 0 0
GENERAL ELECTRIC CO COM NEW 369604301 20,402 218,067 SH   SOLE   218,067 0 0
GENERAL MTRS CO COM 37045V100 25,280 504,700 SH   SOLE   504,700 0 0
GILEAD SCIENCES INC COM 375558103 409 6,000 SH   SOLE   6,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 67,347 203,700 SH   SOLE   203,700 0 0
HESS CORP COM 42809H107 25,495 299,900 SH   SOLE   299,900 0 0
HOME DEPOT INC COM 437076102 65,208 185,900 SH   SOLE   185,900 0 0
HONEYWELL INTL INC COM 438516106 61,405 305,300 SH   SOLE   305,300 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,788 22,500 SH   SOLE   22,500 0 0
ISHARES INC MSCI STH KOR ETF 464286772 19,078 266,000 SH   SOLE   266,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 27,351 427,152 SH   SOLE   427,152 0 0
ISHARES TR IBOXX INV CP ETF 464287242 24,466 190,000 SH   SOLE   190,000 0 0
ISHARES TR ISHARES BIOTECH 464287556 8,837 71,000 SH   SOLE   71,000 0 0
ISHARES TR MSCI ACWI EX US 464288240 28,496 540,000 SH   SOLE   540,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 13,065 275,000 SH   SOLE   275,000 0 0
ISHARES TR RUS MID CAP ETF 464287499 22,637 310,611 SH   SOLE   310,611 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 31,149 162,000 SH   SOLE   162,000 0 0
JOHNSON & JOHNSON COM 478160104 86,623 537,600 SH   SOLE   537,600 0 0
JPMORGAN CHASE & CO COM 46625H100 83,826 594,050 SH   SOLE   594,050 0 0
KLA CORP COM NEW 482480100 14,671 39,100 SH   SOLE   39,100 0 0
LAS VEGAS SANDS CORP COM 517834107 43,516 1,023,900 SH   SOLE   1,023,900 0 0
LENNAR CORP CL A 526057104 26,134 273,000 SH   SOLE   273,000 0 0
LILLY ELI & CO COM 532457108 16,616 70,900 SH   SOLE   70,900 0 0
LINDE PLC SHS G5494J103 20,413 66,800 SH   SOLE   66,800 0 0
LOWES COS INC COM 548661107 63,942 286,400 SH   SOLE   286,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,168 42,200 SH   SOLE   42,200 0 0
MCDONALDS CORP COM 580135101 44,009 175,700 SH   SOLE   175,700 0 0
MEDTRONIC PLC SHS G5960L103 19,772 195,240 SH   SOLE   195,240 0 0
MERCK & CO INC COM 58933Y105 91,684 1,180,424 SH   SOLE   1,180,424 0 0
META PLATFORMS INC CL A 30303M102 140,633 479,600 SH   SOLE   479,600 0 0
MICROSOFT CORP COM 594918104 387,391 1,374,700 SH   SOLE   1,374,700 0 0
MODERNA INC COM 60770K107 5,866 41,000 SH   SOLE   41,000 0 0
MONDELEZ INTL INC CL A 609207105 46,589 693,500 SH   SOLE   693,500 0 0
MORGAN STANLEY COM NEW 617446448 76,358 803,600 SH   SOLE   803,600 0 0
NETFLIX INC COM 64110L106 9,753 27,200 SH   SOLE   27,200 0 0
NIKE INC CL B 654106103 67,508 477,800 SH   SOLE   477,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 62,959 157,700 SH   SOLE   157,700 0 0
NVIDIA CORPORATION COM 67066G104 79,786 370,200 SH   SOLE   370,200 0 0
ORACLE CORP COM 68389X105 22,649 282,720 SH   SOLE   282,720 0 0
OTIS WORLDWIDE CORP COM 68902V107 33,425 412,500 SH   SOLE   412,500 0 0
PAYPAL HLDGS INC COM 70450Y103 57,570 374,100 SH   SOLE   374,100 0 0
PEPSICO INC COM 713448108 29,460 171,000 SH   SOLE   171,000 0 0
PFIZER INC COM 717081103 32,085 634,100 SH   SOLE   634,100 0 0
PHILIP MORRIS INTL INC COM 718172109 67,007 667,200 SH   SOLE   667,200 0 0
PIONEER NAT RES CO COM 723787107 42,380 214,400 SH   SOLE   214,400 0 0
PNC FINL SVCS GROUP INC COM 693475105 23,140 117,900 SH   SOLE   117,900 0 0
PROCTER AND GAMBLE CO COM 742718109 90,770 564,037 SH   SOLE   564,037 0 0
QUALCOMM INC COM 747525103 28,463 175,700 SH   SOLE   175,700 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 43,531 508,715 SH   SOLE   508,715 0 0
SALESFORCE COM INC COM 79466L302 32,412 153,700 SH   SOLE   153,700 0 0
SCHLUMBERGER LTD COM STK 806857108 40,679 1,148,147 SH   SOLE   1,148,147 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 30,718 437,647 SH   SOLE   437,647 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 39,310 1,059,273 SH   SOLE   1,059,273 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 47,946 275,063 SH   SOLE   275,063 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 25,209 336,700 SH   SOLE   336,700 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 166,761 2,474,700 SH   SOLE   2,474,700 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 98,106 659,493 SH   SOLE   659,493 0 0
SIMON PPTY GROUP INC NEW COM 828806109 33,980 242,592 SH   SOLE   242,592 0 0
SPDR GOLD TR GOLD SHS 78463V107 74,446 434,800 SH   SOLE   434,800 0 0
SPDR SER TR S&P INS ETF 78464A789 118,204 3,091,100 SH   SOLE   3,091,100 0 0
SPDR SER TR S&P REGL BKG 78464A698 218 3,100 SH   SOLE   3,100 0 0
STARBUCKS CORP COM 855244109 35,575 372,200 SH   SOLE   372,200 0 0
TELEFLEX INCORPORATED COM 879369106 19,668 62,800 SH   SOLE   62,800 0 0
TESLA INC COM 88160R101 92,911 106,500 SH   SOLE   106,500 0 0
TEXAS INSTRS INC COM 882508104 37,701 217,500 SH   SOLE   217,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 89,493 160,900 SH   SOLE   160,900 0 0
TJX COS INC NEW COM 872540109 48,163 720,900 SH   SOLE   720,900 0 0
T-MOBILE US INC COM 872590104 56,356 544,400 SH   SOLE   544,400 0 0
ULTA BEAUTY INC COM 90384S303 17,163 50,300 SH   SOLE   50,300 0 0
UNION PAC CORP COM 907818108 50,231 208,600 SH   SOLE   208,600 0 0
UNITED AIRLS HLDGS INC COM 910047109 12,876 325,800 SH   SOLE   325,800 0 0
UNITED PARCEL SERVICE INC CL B 911312106 60,234 303,800 SH   SOLE   303,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102 111,213 246,200 SH   SOLE   246,200 0 0
US BANCORP DEL COM NEW 902973304 16,904 308,300 SH   SOLE   308,300 0 0
US FOODS HLDG CORP COM 912008109 34,714 1,045,600 SH   SOLE   1,045,600 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 700 12,000 SH   SOLE   12,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,356 28,100 SH   SOLE   28,100 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 111,925 1,759,005 SH   SOLE   1,759,005 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 24,037 325,000 SH   SOLE   325,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 60,926 1,154,566 SH   SOLE   1,154,566 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 9,658 43,200 SH   SOLE   43,200 0 0
VISA INC COM CL A 92826C839 86,806 437,200 SH   SOLE   437,200 0 0
WALMART INC COM 931142103 43,714 317,092 SH   SOLE   317,092 0 0
WELLS FARGO CO NEW COM 949746101 77,652 1,497,334 SH   SOLE   1,497,334 0 0
WELLTOWER INC COM 95040Q104 40,565 478,300 SH   SOLE   478,300 0 0
WESTERN DIGITAL CORP. COM 958102105 17,954 328,100 SH   SOLE   328,100 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 23,922 304,200 SH   SOLE   304,200 0 0