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
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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 4,284,962 48,643 SH   SOLE   48,643 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 28,012,860 315,709 SH   SOLE   315,709 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 84,266,179 955,074 SH   SOLE   955,074 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 107,036,244 1,274,241 SH   SOLE   1,274,241 0 0
APPLE INC COM 037833100 BBG001S5N8V8 123,840,701 953,134 SH   SOLE   953,134 0 0
APTIV PLC SHS G6095L109 BBG001TRL2T7 48,493,629 520,709 SH   SOLE   520,709 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 21,556,900 730,000 SH   SOLE   730,000 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 48,524,907 1,465,124 SH   SOLE   1,465,124 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 45,933,678 98 SH   SOLE   98 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 4,402,890 24,530 SH   SOLE   24,530 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 63,609,500 1,335,212 SH   SOLE   1,335,212 0 0
CLAROS MTG TR INC COMMON STOCK 18270D106 BBG00PT33814 58,840,000 4,000,000 SH   SOLE   4,000,000 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 35,687,818 561,041 SH   SOLE   561,041 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 BBG008G2P3N1 9,084,178 253,748 SH   SOLE   253,748 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 17,583,802 299,146 SH   SOLE   299,146 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 49,357,238 185,959 SH   SOLE   185,959 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 32,222,172 75,152 SH   SOLE   75,152 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 BBG00D30HGN8 157,923,265 14,435,399 SH   SOLE   14,435,399 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 36,192,384 416,579 SH   SOLE   416,579 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 22,296,706 90,545 SH   SOLE   90,545 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 9,175,016 122,973 SH   SOLE   122,973 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 32,579,849 251,543 SH   SOLE   251,543 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 2,042,977 18,522 SH   SOLE   18,522 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 39,365,834 1,035,943 SH   SOLE   1,035,943 0 0
FRESHWORKS INC CLASS A COM 358054104 BBG0029KYGM4 13,139,825 893,258 SH   SOLE   893,258 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 20,415,381 39,859 SH   SOLE   39,859 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 37,891,072 214,498 SH   SOLE   214,498 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 36,528,572 272,398 SH   SOLE   272,398 0 0
LINDE PLC SHS G5494J103 BBG00GVR8YR8 25,492,924 78,156 SH   SOLE   78,156 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 16,813,850 112,928 SH   SOLE   112,928 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 41,848,899 252,894 SH   SOLE   252,894 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 71,620,905 205,967 SH   SOLE   205,967 0 0
MATTERPORT INC COM CL A 577096100 BBG00XS0FV65 8,477,403 3,027,644 SH   SOLE   3,027,644 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 3,202,239 28,862 SH   SOLE   28,862 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 21,701,966 434,213 SH   SOLE   434,213 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 152,311,361 635,107 SH   SOLE   635,107 0 0
MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 25,000,501 159,249 SH   SOLE   159,249 0 0
MODERNA INC COM 60770K107 BBG003PHHZV8 16,883,023 93,993 SH   SOLE   93,993 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 73,641,052 1,104,892 SH   SOLE   1,104,892 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 39,452,051 200,427 SH   SOLE   200,427 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 69,409,798 1,582,170 SH   SOLE   1,582,170 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 46,720,572 399,287 SH   SOLE   399,287 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 10,573,229 72,350 SH   SOLE   72,350 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 36,122,181 228,578 SH   SOLE   228,578 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 18,937,671 135,715 SH   SOLE   135,715 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 34,228,875 117,625 SH   SOLE   117,625 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 5,664,483 79,535 SH   SOLE   79,535 0 0
PFIZER INC COM 717081103 BBG001S5V466 90,080,586 1,758,013 SH   SOLE   1,758,013 0 0
PINTEREST INC CL A 72352L106 BBG002583CW7 23,679,143 975,253 SH   SOLE   975,253 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 42,423,899 185,752 SH   SOLE   185,752 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 35,474,114 224,605 SH   SOLE   224,605 0 0
REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 13,497,630 112,499 SH   SOLE   112,499 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 39,182,836 152,125 SH   SOLE   152,125 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 18,173,175 54,258 SH   SOLE   54,258 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 33,310,244 400,075 SH   SOLE   400,075 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 50,284,071 129,508 SH   SOLE   129,508 0 0
SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 20,938,665 3,579,259 SH   SOLE   3,579,259 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 62,990,045 164,710 SH   SOLE   164,710 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 7,263,147 97,505 SH   SOLE   97,505 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 48,612,404 423,453 SH   SOLE   423,453 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 55,489,727 100,764 SH   SOLE   100,764 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 21,185,938 266,155 SH   SOLE   266,155 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 8,888,066 42,923 SH   SOLE   42,923 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 29,245,752 140,767 SH   SOLE   140,767 0 0
WALMART INC COM 931142103 BBG001S5XH92 47,495,396 334,970 SH   SOLE   334,970 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 56,178,412 440,615 SH   SOLE   440,615 0 0