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
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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 CO COM 88579Y101   8,934,350 85,000 SH   SOLE   85,000 0 0
ABBOTT LABS COM 002824100   21,426,616 211,600 SH   SOLE   211,600 0 0
ABBVIE INC COM 00287Y109   34,631,101 217,300 SH   SOLE   217,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109   8,456,292 98,800 SH   SOLE   98,800 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   26,455,651 68,650 SH   SOLE   68,650 0 0
ALIGN TECHNOLOGY INC COM 016255101   33,144,349 99,193 SH   SOLE   99,193 0 0
ALPHABET INC CAP STK CL A 02079K305   829,840 8,000 SH   SOLE   8,000 0 0
ALPHABET INC CAP STK CL C 02079K107   204,299,680 1,964,420 SH   SOLE   1,964,420 0 0
AMAZON COM INC COM 023135106   164,003,862 1,587,800 SH   SOLE   1,587,800 0 0
AMERICAN EXPRESS CO COM 025816109   19,117,705 115,900 SH   SOLE   115,900 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   6,385,648 126,800 SH   SOLE   126,800 0 0
AMERICAN TOWER CORP NEW COM 03027X100   29,792,772 145,800 SH   SOLE   145,800 0 0
AMETEK INC COM 031100100   5,188,281 35,700 SH   SOLE   35,700 0 0
AON PLC SHS CL A G0403H108   10,719,860 34,000 SH   SOLE   34,000 0 0
APPLE INC COM 037833100   367,748,272 2,230,129 SH   SOLE   2,230,129 0 0
AT&T INC COM 00206R102   8,912,750 463,000 SH   SOLE   463,000 0 0
BANK AMERICA CORP COM 060505104   35,051,588 1,225,580 SH   SOLE   1,225,580 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   80,558,093 260,900 SH   SOLE   260,900 0 0
BIOGEN INC COM 09062X103   11,677,260 42,000 SH   SOLE   42,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   43,202,968 567,937 SH   SOLE   567,937 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509   96,085,598 2,123,908 SH   SOLE   2,123,908 0 0
BLACKROCK ETF TRUST WORLD EX US CARB 09290C608   85,729,216 2,053,970 SH   SOLE   2,053,970 0 0
BLACKROCK INC COM 09247X101   14,118,432 21,100 SH   SOLE   21,100 0 0
BOEING CO COM 097023105   21,221,757 99,900 SH   SOLE   99,900 0 0
BOOKING HOLDINGS INC COM 09857L108   17,320,237 6,530 SH   SOLE   6,530 0 0
BOSTON SCIENTIFIC CORP COM 101137107   34,885,919 697,300 SH   SOLE   697,300 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   50,782,051 732,680 SH   SOLE   732,680 0 0
BROADCOM INC COM 11135F101   79,107,014 123,308 SH   SOLE   123,308 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,256,395 15,500 SH   SOLE   15,500 0 0
CATERPILLAR INC COM 149123101   37,392,456 163,400 SH   SOLE   163,400 0 0
CHEVRON CORP NEW COM 166764100   77,598,896 475,600 SH   SOLE   475,600 0 0
CISCO SYS INC COM 17275R102   14,710,185 281,400 SH   SOLE   281,400 0 0
CITIGROUP INC COM NEW 172967424   4,513,209 96,251 SH   SOLE   96,251 0 0
COCA COLA CO COM 191216100   63,245,788 1,019,600 SH   SOLE   1,019,600 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   6,132,544 100,649 SH   SOLE   100,649 0 0
COMCAST CORP NEW CL A 20030N101   37,599,138 991,800 SH   SOLE   991,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108   6,957,412 30,800 SH   SOLE   30,800 0 0
CORTEVA INC COM 22052L104   29,012,608 481,058 SH   SOLE   481,058 0 0
COSTCO WHSL CORP NEW COM 22160K105   19,129,495 38,500 SH   SOLE   38,500 0 0
CROWN CASTLE INC COM 22822V101   34,793,046 259,960 SH   SOLE   259,960 0 0
CVS HEALTH CORP COM 126650100   23,760,102 319,743 SH   SOLE   319,743 0 0
DEERE & CO COM 244199105   17,588,688 42,600 SH   SOLE   42,600 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   4,120,560 118,000 SH   SOLE   118,000 0 0
DEXCOM INC COM 252131107   28,235,225 243,030 SH   SOLE   243,030 0 0
DISNEY WALT CO COM 254687106   18,754,950 187,306 SH   SOLE   187,306 0 0
DUPONT DE NEMOURS INC COM 26614N102   32,539,800 453,390 SH   SOLE   453,390 0 0
EATON CORP PLC SHS G29183103   51,353,853 299,719 SH   SOLE   299,719 0 0
ECOLAB INC COM 278865100   17,976,558 108,600 SH   SOLE   108,600 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   37,411,499 452,212 SH   SOLE   452,212 0 0
EXACT SCIENCES CORP COM 30063P105   29,761,809 438,900 SH   SOLE   438,900 0 0
EXXON MOBIL CORP COM 30231G102   50,072,949 456,620 SH   SOLE   456,620 0 0
FEDEX CORP COM 31428X106   8,225,640 36,000 SH   SOLE   36,000 0 0
FISERV INC COM 337738108   33,004,760 292,000 SH   SOLE   292,000 0 0
FOX CORP CL A COM 35137L105   31,925,961 937,620 SH   SOLE   937,620 0 0
GENERAL ELECTRIC CO COM NEW 369604301   20,847,205 218,067 SH   SOLE   218,067 0 0
GENERAL MTRS CO COM 37045V100   18,512,396 504,700 SH   SOLE   504,700 0 0
GILEAD SCIENCES INC COM 375558103   497,820 6,000 SH   SOLE   6,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   39,394,839 120,433 SH   SOLE   120,433 0 0
HESS CORP COM 42809H107   42,626,714 322,100 SH   SOLE   322,100 0 0
HOME DEPOT INC COM 437076102   28,420,056 96,300 SH   SOLE   96,300 0 0
HONEYWELL INTL INC COM 438516106   51,831,744 271,200 SH   SOLE   271,200 0 0
HYATT HOTELS CORP COM CL A 448579102   21,301,361 190,548 SH   SOLE   190,548 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   18,751,498 73,400 SH   SOLE   73,400 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   83,345,521 259,700 SH   SOLE   259,700 0 0
ISHARES INC MSCI STH KOR ETF 464286772   26,753,140 437,000 SH   SOLE   437,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   19,362,800 427,152 SH   SOLE   427,152 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   52,721,031 1,785,338 SH   SOLE   1,785,338 0 0
ISHARES TR CORE US AGGBD ET 464287226   37,056,116 371,900 SH   SOLE   371,900 0 0
ISHARES TR ISHARES BIOTECH 464287556   9,170,360 71,000 SH   SOLE   71,000 0 0
ISHARES TR MSCI ACWI ETF 464288257   25,069,000 275,000 SH   SOLE   275,000 0 0
ISHARES TR MSCI ACWI EX US 464288240   22,925,948 470,083 SH   SOLE   470,083 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   47,288,864 1,198,400 SH   SOLE   1,198,400 0 0
ISHARES TR MSCI INDIA ETF 46429B598   13,307,616 338,100 SH   SOLE   338,100 0 0
ISHARES TR RUS MID CAP ETF 464287499   146,678,945 2,097,811 SH   SOLE   2,097,811 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   190,493,736 1,067,790 SH   SOLE   1,067,790 0 0
JOHNSON & JOHNSON COM 478160104   86,691,500 559,300 SH   SOLE   559,300 0 0
JPMORGAN CHASE & CO COM 46625H100   69,497,581 533,325 SH   SOLE   533,325 0 0
KLA CORP COM NEW 482480100   39,078,743 97,900 SH   SOLE   97,900 0 0
LAS VEGAS SANDS CORP COM 517834107   20,343,045 354,100 SH   SOLE   354,100 0 0
LENNAR CORP CL A 526057104   14,662,845 139,500 SH   SOLE   139,500 0 0
LILLY ELI & CO COM 532457108   38,428,698 111,900 SH   SOLE   111,900 0 0
LINDE PLC SHS G54950103   28,968,360 81,500 SH   SOLE   81,500 0 0
LOWES COS INC COM 548661107   29,335,599 146,700 SH   SOLE   146,700 0 0
MARSH & MCLENNAN COS INC COM 571748102   13,224,070 79,400 SH   SOLE   79,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104   15,335,902 42,200 SH   SOLE   42,200 0 0
MCDONALDS CORP COM 580135101   34,951,250 125,000 SH   SOLE   125,000 0 0
MEDTRONIC PLC SHS G5960L103   15,740,249 195,240 SH   SOLE   195,240 0 0
MERCK & CO INC COM 58933Y105   81,205,359 763,280 SH   SOLE   763,280 0 0
META PLATFORMS INC CL A 30303M102   114,904,543 542,156 SH   SOLE   542,156 0 0
METLIFE INC COM 59156R108   6,477,692 111,800 SH   SOLE   111,800 0 0
MICROSOFT CORP COM 594918104   345,813,544 1,199,492 SH   SOLE   1,199,492 0 0
MODERNA INC COM 60770K107   6,296,780 41,000 SH   SOLE   41,000 0 0
MONDELEZ INTL INC CL A 609207105   45,952,452 659,100 SH   SOLE   659,100 0 0
MORGAN STANLEY COM NEW 617446448   58,830,390 670,050 SH   SOLE   670,050 0 0
NETFLIX INC COM 64110L106   39,815,879 115,248 SH   SOLE   115,248 0 0
NIKE INC CL B 654106103   42,242,244 344,441 SH   SOLE   344,441 0 0
NORTHROP GRUMMAN CORP COM 666807102   26,595,072 57,600 SH   SOLE   57,600 0 0
NVIDIA CORPORATION COM 67066G104   102,830,454 370,200 SH   SOLE   370,200 0 0
ORACLE CORP COM 68389X105   12,873,137 138,540 SH   SOLE   138,540 0 0
OTIS WORLDWIDE CORP COM 68902V107   23,108,720 273,800 SH   SOLE   273,800 0 0
PAYPAL HLDGS INC COM 70450Y103   6,880,164 90,600 SH   SOLE   90,600 0 0
PEPSICO INC COM 713448108   27,490,840 150,800 SH   SOLE   150,800 0 0
PFIZER INC COM 717081103   22,252,320 545,400 SH   SOLE   545,400 0 0
PHILIP MORRIS INTL INC COM 718172109   53,390,834 549,006 SH   SOLE   549,006 0 0
PIONEER NAT RES CO COM 723787107   35,435,640 173,500 SH   SOLE   173,500 0 0
PNC FINL SVCS GROUP INC COM 693475105   17,514,380 137,800 SH   SOLE   137,800 0 0
PROCTER AND GAMBLE CO COM 742718109   63,109,538 424,437 SH   SOLE   424,437 0 0
PROGRESSIVE CORP COM 743315103   12,889,706 90,100 SH   SOLE   90,100 0 0
QUALCOMM INC COM 747525103   9,351,614 73,300 SH   SOLE   73,300 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   44,187,485 451,215 SH   SOLE   451,215 0 0
S&P GLOBAL INC COM 78409V104   16,273,144 47,200 SH   SOLE   47,200 0 0
SALESFORCE INC COM 79466L302   20,837,054 104,300 SH   SOLE   104,300 0 0
SCHLUMBERGER LTD COM STK 806857108   26,472,118 539,147 SH   SOLE   539,147 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   13,398,581 161,760 SH   SOLE   161,760 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   34,579,672 1,075,573 SH   SOLE   1,075,573 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   41,132,921 275,063 SH   SOLE   275,063 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   25,154,857 336,700 SH   SOLE   336,700 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   20,236,000 200,000 SH   SOLE   200,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   146,298,397 2,161,300 SH   SOLE   2,161,300 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   45,303,000 300,000 SH   SOLE   300,000 0 0
SERVICENOW INC COM 81762P102   32,762,760 70,500 SH   SOLE   70,500 0 0
SIMON PPTY GROUP INC NEW COM 828806109   22,012,406 196,592 SH   SOLE   196,592 0 0
SPDR GOLD TR GOLD SHS 78463V107   25,027,852 136,600 SH   SOLE   136,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   168,896,301 412,556 SH   SOLE   412,556 0 0
SPDR SER TR S&P INS ETF 78464A789   49,007,136 1,245,100 SH   SOLE   1,245,100 0 0
STARBUCKS CORP COM 855244109   28,708,641 275,700 SH   SOLE   275,700 0 0
TESLA INC COM 88160R101   67,383,008 324,800 SH   SOLE   324,800 0 0
TEXAS INSTRS INC COM 882508104   36,364,955 195,500 SH   SOLE   195,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   89,530,434 155,335 SH   SOLE   155,335 0 0
TJX COS INC NEW COM 872540109   28,907,004 368,900 SH   SOLE   368,900 0 0
T-MOBILE US INC COM 872590104   65,034,174 449,007 SH   SOLE   449,007 0 0
UNION PAC CORP COM 907818108   33,228,026 165,100 SH   SOLE   165,100 0 0
UNITED PARCEL SERVICE INC CL B 911312106   28,574,727 147,300 SH   SOLE   147,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102   88,799,661 187,900 SH   SOLE   187,900 0 0
US FOODS HLDG CORP COM 912008109   17,443,068 472,200 SH   SOLE   472,200 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   641,640 12,000 SH   SOLE   12,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,135,240 28,100 SH   SOLE   28,100 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   142,915,560 2,344,800 SH   SOLE   2,344,800 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866   22,041,500 325,000 SH   SOLE   325,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   41,708,203 1,072,466 SH   SOLE   1,072,466 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   13,611,024 43,200 SH   SOLE   43,200 0 0
VISA INC COM CL A 92826C839   96,914,206 429,851 SH   SOLE   429,851 0 0
WALMART INC COM 931142103   53,419,955 362,292 SH   SOLE   362,292 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   35,896,717 2,377,266 SH   SOLE   2,377,266 0 0
WELLS FARGO CO NEW COM 949746101   37,767,406 1,010,364 SH   SOLE   1,010,364 0 0
WELLTOWER INC COM 95040Q104   4,351,583 60,700 SH   SOLE   60,700 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   15,754,770 232,200 SH   SOLE   232,200 0 0