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
Expires: July 31, 2015
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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
AbbVie, Inc. COM 00287Y109 20,896,173 129,300 SH SOLE 129,300 0 0
Adams Natural Resources Fund, Inc. COM 00548F105 47,671,673 2,186,774 SH SOLE 2,186,774 0 0
Advanced Micro Devices, Inc. COM 007903107 6,885,051 106,300 SH SOLE 106,300 0 0
Air Products and Chemicals, Inc. COM 009158106 6,874,198 22,300 SH SOLE 22,300 0 0
Alphabet Inc. Class A COM 02079K305 65,016,687 736,900 SH SOLE 736,900 0 0
Amazon.com, Inc. COM 023135106 45,200,400 538,100 SH SOLE 538,100 0 0
American International Group, Inc. COM 026874784 31,215,264 493,600 SH SOLE 493,600 0 0
AmerisourceBergen Corporation COM 03073E105 25,999,899 156,900 SH SOLE 156,900 0 0
Apple Inc. COM 037833100 124,018,185 954,500 SH SOLE 954,500 0 0
Archer-Daniels-Midland Company COM 039483102 12,432,615 133,900 SH SOLE 133,900 0 0
Arista Networks, Inc. COM 040413106 18,105,420 149,200 SH SOLE 149,200 0 0
Automatic Data Processing, Inc. COM 053015103 22,739,472 95,200 SH SOLE 95,200 0 0
Bank of America Corp. COM 060505104 30,351,168 916,400 SH SOLE 916,400 0 0
Berkshire Hathaway Inc. Class B COM 084670702 36,388,420 117,800 SH SOLE 117,800 0 0
Boeing Company COM 097023105 15,105,857 79,300 SH SOLE 79,300 0 0
Booking Holdings Inc. COM 09857L108 16,525,296 8,200 SH SOLE 8,200 0 0
Capri Holdings Limited COM G1890L107 16,089,724 280,700 SH SOLE 280,700 0 0
CenterPoint Energy, Inc. COM 15189T107 13,813,394 460,600 SH SOLE 460,600 0 0
Charles Schwab Corp. COM 808513105 30,489,812 366,200 SH SOLE 366,200 0 0
Cisco Systems, Inc. COM 17275R102 12,953,316 271,900 SH SOLE 271,900 0 0
CMS Energy Corporation COM 125896100 15,376,524 242,800 SH SOLE 242,800 0 0
Coca-Cola Company COM 191216100 10,540,177 165,700 SH SOLE 165,700 0 0
Comcast Corporation Class A COM 20030N101 18,639,010 533,000 SH SOLE 533,000 0 0
ConocoPhillips COM 20825C104 25,405,400 215,300 SH SOLE 215,300 0 0
Constellation Brands, Inc. Class A COM 21036P108 16,361,550 70,600 SH SOLE 70,600 0 0
Consumer Staples Select Sector SPDR Fund COM 81369Y308 6,195,105 83,100 SH SOLE 83,100 0 0
Costco Wholesale Corporation COM 22160K105 13,238,500 29,000 SH SOLE 29,000 0 0
CVS Health Corporation COM 126650100 35,878,150 385,000 SH SOLE 385,000 0 0
Electronic Arts Inc. COM 285512109 21,638,078 177,100 SH SOLE 177,100 0 0
Eli Lilly and Company COM 532457108 19,462,688 53,200 SH SOLE 53,200 0 0
FMC Corporation COM 302491303 9,397,440 75,300 SH SOLE 75,300 0 0
General Dynamics Corporation COM 369550108 27,242,478 109,800 SH SOLE 109,800 0 0
Health Care Select Sector SPDR Fund COM 81369Y209 10,446,865 76,900 SH SOLE 76,900 0 0
Home Depot, Inc. COM 437076102 18,319,880 58,000 SH SOLE 58,000 0 0
Incyte Corporation COM 45337C102 24,441,376 304,300 SH SOLE 304,300 0 0
Ingersoll-Rand Plc COM 45687V106 15,826,525 302,900 SH SOLE 302,900 0 0
Intuit Inc. COM 461202103 18,526,872 47,600 SH SOLE 47,600 0 0
Johnson & Johnson COM 478160104 21,515,970 121,800 SH SOLE 121,800 0 0
JPMorgan Chase & Co. COM 46625H100 33,241,647 247,887 SH SOLE 247,887 0 0
Lam Research Corporation COM 512807108 20,552,670 48,900 SH SOLE 48,900 0 0
Las Vegas Sands Corp. COM 517834107 12,036,728 250,400 SH SOLE 250,400 0 0
Lincoln Electric Holdings, Inc. COM 533900106 14,301,620 98,980 SH SOLE 98,980 0 0
Linde plc COM G5494J103 15,232,606 46,700 SH SOLE 46,700 0 0
LyondellBasell Industries N.V. COM N53745100 3,478,957 41,900 SH SOLE 41,900 0 0
Marathon Petroleum Corporation COM 56585A102 21,764,930 187,000 SH SOLE 187,000 0 0
MarketAxess Holdings Inc. COM 57060D108 11,094,523 39,781 SH SOLE 39,781 0 0
Marriott International, Inc. Class A COM 571903202 14,114,772 94,800 SH SOLE 94,800 0 0
Mastercard Incorporated Class A COM 57636Q104 42,736,017 122,900 SH SOLE 122,900 0 0
Merck & Co., Inc. COM 58933Y105 9,319,800 84,000 SH SOLE 84,000 0 0
Meta Platforms, Inc. Class A COM 30303M102 17,028,110 141,500 SH SOLE 141,500 0 0
Microsoft Corporation COM 594918104 142,860,774 595,700 SH SOLE 595,700 0 0
Molina Healthcare, Inc. COM 60855R100 24,073,038 72,900 SH SOLE 72,900 0 0
Molson Coors Beverage Company Class B COM 60871R209 14,842,912 288,100 SH SOLE 288,100 0 0
Morgan Stanley COM 617446448 22,264,102 261,869 SH SOLE 261,869 0 0
Northrop Grumman Corporation COM 666807102 25,207,182 46,200 SH SOLE 46,200 0 0
NVIDIA Corporation COM 67066G104 24,317,696 166,400 SH SOLE 166,400 0 0
Oracle Corporation COM 68389X105 8,942,356 109,400 SH SOLE 109,400 0 0
O'Reilly Automotive, Inc. COM 67103H107 20,763,138 24,600 SH SOLE 24,600 0 0
Palo Alto Networks, Inc. COM 697435105 12,977,220 93,000 SH SOLE 93,000 0 0
Parker-Hannifin Corporation COM 701094104 23,978,400 82,400 SH SOLE 82,400 0 0
Paycom Software, Inc. COM 70432V102 13,715,702 44,200 SH SOLE 44,200 0 0
PepsiCo, Inc. COM 713448108 14,236,008 78,800 SH SOLE 78,800 0 0
Pfizer Inc. COM 717081103 19,148,388 373,700 SH SOLE 373,700 0 0
Philip Morris International Inc. COM 718172109 20,707,566 204,600 SH SOLE 204,600 0 0
Pioneer Natural Resources Company COM 723787107 14,525,604 63,600 SH SOLE 63,600 0 0
PPL Corporation COM 69351T106 16,845,330 576,500 SH SOLE 576,500 0 0
Procter & Gamble Company COM 742718109 17,527,914 115,650 SH SOLE 115,650 0 0
Prologis, Inc. COM 74340W103 19,705,204 174,800 SH SOLE 174,800 0 0
Public Storage COM 74460D109 8,910,042 31,800 SH SOLE 31,800 0 0
QUALCOMM Incorporated COM 747525103 20,130,014 183,100 SH SOLE 183,100 0 0
Quanta Services, Inc. COM 74762E102 21,845,250 153,300 SH SOLE 153,300 0 0
Realty Income Corporation COM 756109104 12,108,787 190,900 SH SOLE 190,900 0 0
Regeneron Pharmaceuticals, Inc. COM 75886F107 24,169,915 33,500 SH SOLE 33,500 0 0
SBA Communications Corp. Class A COM 78410G104 12,670,012 45,200 SH SOLE 45,200 0 0
Sempra Energy COM 816851109 16,195,792 104,800 SH SOLE 104,800 0 0
Sherwin-Williams Company COM 824348106 10,917,180 46,000 SH SOLE 46,000 0 0
Steel Dynamics, Inc. COM 858119100 9,623,450 98,500 SH SOLE 98,500 0 0
Sysco Corporation COM 871829107 17,094,220 223,600 SH SOLE 223,600 0 0
Technology Select Sector SPDR Fund COM 81369Y803 6,184,668 49,700 SH SOLE 49,700 0 0
Tesla, Inc. COM 88160R101 16,198,170 131,500 SH SOLE 131,500 0 0
Thermo Fisher Scientific Inc. COM 883556102 42,182,854 76,600 SH SOLE 76,600 0 0
T-Mobile US, Inc. COM 872590104 14,602,000 104,300 SH SOLE 104,300 0 0
Tractor Supply Company COM 892356106 23,554,359 104,700 SH SOLE 104,700 0 0
TransDigm Group Incorporated COM 893641100 16,811,655 26,700 SH SOLE 26,700 0 0
Ulta Beauty, Inc. COM 90384S303 20,920,522 44,600 SH SOLE 44,600 0 0
Union Pacific Corporation COM 907818108 19,174,682 92,600 SH SOLE 92,600 0 0
UnitedHealth Group Incorporated COM 91324P102 52,646,874 99,300 SH SOLE 99,300 0 0
Verizon Communications Inc. COM 92343V104 10,204,600 259,000 SH SOLE 259,000 0 0
Visa Inc. Class A COM 92826C839 36,835,848 177,300 SH SOLE 177,300 0 0
Walt Disney Company COM 254687106 5,108,544 58,800 SH SOLE 58,800 0 0
Willis Towers Watson plc COM G96629103 23,650,886 96,700 SH SOLE 96,700 0 0
Wells Fargo & Company COM 949746101 30,682,599 743,100 SH SOLE 743,100 0 0
YUM! Brands, Inc. COM 988498101 14,498,656 113,200 SH SOLE 113,200 0 0