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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   5,812,544 53,170 SH   SOLE   53,170 0 0
ABBVIE INC COM 00287Y109   20,967,441 135,300 SH   SOLE   135,300 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   17,299,863 49,300 SH   SOLE   49,300 0 0
ADOBE INC COM 00724F101   19,283,901 32,323 SH   SOLE   32,323 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   5,088,498 36,600 SH   SOLE   36,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   12,951,921 167,100 SH   SOLE   167,100 0 0
ALPHABET INC CAP STK CL A 02079K305   186,161,929 1,332,679 SH   SOLE   1,332,679 0 0
ALPHABET INC CAP STK CL C 02079K107   24,547,892 174,185 SH   SOLE   174,185 0 0
AMERICAN TOWER CORP NEW COM 03027X100   4,296,012 19,900 SH   SOLE   19,900 0 0
AMERIPRISE FINL INC COM 03076C106   2,316,963 6,100 SH   SOLE   6,100 0 0
AON PLC SHS CL A G0403H108   2,910,200 10,000 SH   SOLE   10,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   2,227,241 23,900 SH   SOLE   23,900 0 0
ARCH CAP GROUP LTD ORD G0450A105   1,663,648 22,400 SH   SOLE   22,400 0 0
AT&T INC COM 00206R102   9,804,100 584,273 SH   SOLE   584,273 0 0
BAKER HUGHES COMPANY CL A 05722G100   1,989,276 58,200 SH   SOLE   58,200 0 0
BIOGEN INC COM 09062X103   3,648,657 14,100 SH   SOLE   14,100 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   4,821,000 50,000 SH   SOLE   50,000 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509   251,964,760 4,814,000 SH   SOLE   4,814,000 0 0
BLACKROCK INC COM 09247X101   4,870,800 6,000 SH   SOLE   6,000 0 0
BLACKSTONE INC COM 09260D107   3,953,784 30,200 SH   SOLE   30,200 0 0
BLOCK INC CL A 852234103   2,421,055 31,300 SH   SOLE   31,300 0 0
BOOKING HOLDINGS INC COM 09857L108   10,393,354 2,930 SH   SOLE   2,930 0 0
BOSTON SCIENTIFIC CORP COM 101137107   9,180,228 158,800 SH   SOLE   158,800 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   9,056,215 176,500 SH   SOLE   176,500 0 0
BROADCOM INC COM 11135F101   33,402,665 29,924 SH   SOLE   29,924 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   3,131,923 77,700 SH   SOLE   77,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   6,732,441 24,718 SH   SOLE   24,718 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   7,957,217 100,080 SH   SOLE   100,080 0 0
CAPITAL ONE FINL CORP COM 14040H105   2,674,848 20,400 SH   SOLE   20,400 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   4,884,054 85,014 SH   SOLE   85,014 0 0
CATERPILLAR INC COM 149123101   11,677,782 39,496 SH   SOLE   39,496 0 0
CENCORA INC COM 03073E105   4,600,512 22,400 SH   SOLE   22,400 0 0
CENTENE CORP DEL COM 15135B101   4,074,129 54,900 SH   SOLE   54,900 0 0
CGI INC CL A SUB VTG 12532H104   5,135,002 47,700 SH   SOLE   47,700 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   4,896,979 12,599 SH   SOLE   12,599 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,963,165 11,500 SH   SOLE   11,500 0 0
CHEVRON CORP NEW COM 166764100   9,978,804 66,900 SH   SOLE   66,900 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   6,266,270 2,740 SH   SOLE   2,740 0 0
CHUBB LIMITED COM H1467J104   3,751,600 16,600 SH   SOLE   16,600 0 0
CHURCH & DWIGHT CO INC COM 171340102   3,924,240 41,500 SH   SOLE   41,500 0 0
CINTAS CORP COM 172908105   5,330,527 8,845 SH   SOLE   8,845 0 0
CISCO SYS INC COM 17275R102   17,798,852 352,313 SH   SOLE   352,313 0 0
CITIGROUP INC COM NEW 172967424   4,300,384 83,600 SH   SOLE   83,600 0 0
CME GROUP INC COM 12572Q105   3,137,940 14,900 SH   SOLE   14,900 0 0
COCA COLA CO COM 191216100   19,376,184 328,800 SH   SOLE   328,800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   5,626,985 74,500 SH   SOLE   74,500 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   1,756,592 10,100 SH   SOLE   10,100 0 0
COLGATE PALMOLIVE CO COM 194162103   6,767,379 84,900 SH   SOLE   84,900 0 0
COMCAST CORP NEW CL A 20030N101   15,644,890 356,782 SH   SOLE   356,782 0 0
CONOCOPHILLIPS COM 20825C104   6,116,889 52,700 SH   SOLE   52,700 0 0
CONSOLIDATED EDISON INC COM 209115104   5,767,498 63,400 SH   SOLE   63,400 0 0
CONSTELLATION BRANDS INC CL A 21036P108   4,037,225 16,700 SH   SOLE   16,700 0 0
COPART INC COM 217204106   4,907,595 100,155 SH   SOLE   100,155 0 0
CORNING INC COM 219350105   2,104,095 69,100 SH   SOLE   69,100 0 0
CORTEVA INC COM 22052L104   2,534,968 52,900 SH   SOLE   52,900 0 0
COSTCO WHSL CORP NEW COM 22160K105   20,726,512 31,400 SH   SOLE   31,400 0 0
CRH PLC ORD G25508105   0 0 SH   SOLE   0 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   5,489,380 21,500 SH   SOLE   21,500 0 0
CROWN CASTLE INC COM 22822V101   2,338,357 20,300 SH   SOLE   20,300 0 0
CSX CORP COM 126408103   6,685,069 192,820 SH   SOLE   192,820 0 0
CUMMINS INC COM 231021106   5,684,996 23,730 SH   SOLE   23,730 0 0
CVS HEALTH CORP COM 126650100   5,843,040 74,000 SH   SOLE   74,000 0 0
D R HORTON INC COM 23331A109   4,939,350 32,500 SH   SOLE   32,500 0 0
DANAHER CORPORATION COM 235851102   14,250,544 61,600 SH   SOLE   61,600 0 0
DBX ETF TR XTKR EMGRIN MKTS 233051192   771,456,195 27,848,494 SH   SOLE   27,848,494 0 0
DEERE & CO COM 244199105   9,085,446 22,721 SH   SOLE   22,721 0 0
DEVON ENERGY CORP NEW COM 25179M103   2,283,120 50,400 SH   SOLE   50,400 0 0
DEXCOM INC COM 252131107   6,055,592 48,800 SH   SOLE   48,800 0 0
DIAMONDBACK ENERGY INC COM 25278X109   2,512,296 16,200 SH   SOLE   16,200 0 0
DIGITAL RLTY TR INC COM 253868103   2,207,112 16,400 SH   SOLE   16,400 0 0
DISCOVER FINL SVCS COM 254709108   2,382,880 21,200 SH   SOLE   21,200 0 0
DISNEY WALT CO COM 254687106   12,899,912 142,872 SH   SOLE   142,872 0 0
DOVER CORP COM 260003108   5,985,977 38,918 SH   SOLE   38,918 0 0
DUPONT DE NEMOURS INC COM 26614N102   2,315,593 30,100 SH   SOLE   30,100 0 0
EATON CORP PLC SHS G29183103   9,263,382 38,466 SH   SOLE   38,466 0 0
ECOLAB INC COM 278865100   2,796,735 14,100 SH   SOLE   14,100 0 0
EDISON INTL COM 281020107   5,290,260 74,000 SH   SOLE   74,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   5,932,250 77,800 SH   SOLE   77,800 0 0
ELI LILLY & CO COM 532457108   33,851,913 58,073 SH   SOLE   58,073 0 0
EMERSON ELEC CO COM 291011104   6,712,558 68,967 SH   SOLE   68,967 0 0
ENBRIDGE INC COM 29250N105   4,337,350 119,900 SH   SOLE   119,900 0 0
EOG RES INC COM 26875P101   3,664,785 30,300 SH   SOLE   30,300 0 0
EQUIFAX INC COM 294429105   4,352,304 17,600 SH   SOLE   17,600 0 0
EQUINIX INC COM 29444U700   3,704,794 4,600 SH   SOLE   4,600 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   2,379,124 38,900 SH   SOLE   38,900 0 0
EVERSOURCE ENERGY COM 30040W108   6,406,536 103,800 SH   SOLE   103,800 0 0
EXELON CORP COM 30161N101   4,763,930 132,700 SH   SOLE   132,700 0 0
EXXON MOBIL CORP COM 30231G102   14,297,140 143,000 SH   SOLE   143,000 0 0
FEDEX CORP COM 31428X106   4,997,422 19,755 SH   SOLE   19,755 0 0
FERRARI N V COM N3167Y103   2,369,010 7,000 SH   SOLE   7,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   1,970,296 32,800 SH   SOLE   32,800 0 0
FISERV INC COM 337738108   3,573,396 26,900 SH   SOLE   26,900 0 0
FORD MTR CO DEL COM 345370860   5,400,170 443,000 SH   SOLE   443,000 0 0
FORTINET INC COM 34959E109   4,319,514 73,800 SH   SOLE   73,800 0 0
FREEPORT-MCMORAN INC CL B 35671D857   4,572,018 107,400 SH   SOLE   107,400 0 0
GALLAGHER ARTHUR J & CO COM 363576109   2,451,192 10,900 SH   SOLE   10,900 0 0
GENERAL ELECTRIC CO COM NEW 369604301   11,286,193 88,429 SH   SOLE   88,429 0 0
GENERAL MLS INC COM 370334104   5,582,498 85,700 SH   SOLE   85,700 0 0
GENERAL MTRS CO COM 37045V100   6,102,808 169,900 SH   SOLE   169,900 0 0
GILEAD SCIENCES INC COM 375558103   9,129,827 112,700 SH   SOLE   112,700 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   5,246,472 13,600 SH   SOLE   13,600 0 0
HALLIBURTON CO COM 406216101   2,425,665 67,100 SH   SOLE   67,100 0 0
HCA HEALTHCARE INC COM 40412C101   4,872,240 18,000 SH   SOLE   18,000 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   2,823,480 142,600 SH   SOLE   142,600 0 0
HEICO CORP NEW COM 422806109   2,217,988 12,400 SH   SOLE   12,400 0 0
HERSHEY CO COM 427866108   4,586,424 24,600 SH   SOLE   24,600 0 0
HESS CORP COM 42809H107   2,695,792 18,700 SH   SOLE   18,700 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   7,392,854 40,600 SH   SOLE   40,600 0 0
HOME DEPOT INC COM 437076102   25,799,954 74,448 SH   SOLE   74,448 0 0
HOWMET AEROSPACE INC COM 443201108   4,189,537 77,412 SH   SOLE   77,412 0 0
HUMANA INC COM 444859102   5,081,691 11,100 SH   SOLE   11,100 0 0
IDEXX LABS INC COM 45168D104   5,106,460 9,200 SH   SOLE   9,200 0 0
ILLINOIS TOOL WKS INC COM 452308109   7,087,834 27,059 SH   SOLE   27,059 0 0
INGERSOLL RAND INC COM 45687V106   4,823,695 62,370 SH   SOLE   62,370 0 0
INTEL CORP COM 458140100   14,979,525 298,100 SH   SOLE   298,100 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   3,326,337 25,900 SH   SOLE   25,900 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   11,203,175 68,500 SH   SOLE   68,500 0 0
INTUIT COM 461202103   14,735,082 23,575 SH   SOLE   23,575 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   9,952,120 29,500 SH   SOLE   29,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   221,140,800 540,000 SH   SOLE   540,000 0 0
IQVIA HLDGS INC COM 46266C105   4,650,738 20,100 SH   SOLE   20,100 0 0
ISHARES INC MSCI CDA ETF 464286509   165,106,436 4,501,266 SH   SOLE   4,501,266 0 0
ISHARES INC MSCI HONG KG ETF 464286871   15,559,629 895,776 SH   SOLE   895,776 0 0
ISHARES TR JPMORGAN USD EMG 464288281   236,543,360 2,656,000 SH   SOLE   2,656,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   33,435,298 831,517 SH   SOLE   831,517 0 0
ISHARES TR MSCI INDIA ETF 46429B598   78,006,726 1,598,171 SH   SOLE   1,598,171 0 0
ISHARES TR MSCI USA ESG SLC 464288802   1,829,683,235 18,203,992 SH   SOLE   18,203,992 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   578,907,853 2,884,300 SH   SOLE   2,884,300 0 0
ISHARES TR US HOME CONS ETF 464288752   165,787,753 1,629,684 SH   SOLE   1,629,684 0 0
JD.COM INC SPON ADR CL A 47215P106   5,396,652 186,800 SH   SOLE   186,800 0 0
JOHNSON & JOHNSON COM 478160104   28,150,504 179,600 SH   SOLE   179,600 0 0
JOHNSON CTLS INTL PLC SHS G51502105   4,764,752 82,664 SH   SOLE   82,664 0 0
JPMORGAN CHASE & CO COM 46625H100   17,061,030 100,300 SH   SOLE   100,300 0 0
KELLANOVA COM 487836108   4,170,886 74,600 SH   SOLE   74,600 0 0
KENVUE INC COM 49177J102   4,092,853 190,100 SH   SOLE   190,100 0 0
KEURIG DR PEPPER INC COM 49271V100   5,024,656 150,800 SH   SOLE   150,800 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,909,080 12,000 SH   SOLE   12,000 0 0
KIMBERLY-CLARK CORP COM 494368103   5,237,081 43,100 SH   SOLE   43,100 0 0
KIMCO RLTY CORP COM 49446R109   2,429,340 114,000 SH   SOLE   114,000 0 0
KINDER MORGAN INC DEL COM 49456B101   2,242,044 127,100 SH   SOLE   127,100 0 0
KKR & CO INC COM 48251W104   2,510,355 30,300 SH   SOLE   30,300 0 0
KLA CORP COM NEW 482480100   7,401,111 12,732 SH   SOLE   12,732 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   6,351,246 30,155 SH   SOLE   30,155 0 0
LAM RESEARCH CORP COM 512807108   10,182,380 13,000 SH   SOLE   13,000 0 0
LAUDER ESTEE COS INC CL A 518439104   5,045,625 34,500 SH   SOLE   34,500 0 0
LENNAR CORP CL A 526057104   4,262,544 28,600 SH   SOLE   28,600 0 0
LINDE PLC SHS G54950103   7,844,561 19,100 SH   SOLE   19,100 0 0
LOWES COS INC COM 548661107   10,371,052 46,601 SH   SOLE   46,601 0 0
LULULEMON ATHLETICA INC COM 550021109   5,982,093 11,700 SH   SOLE   11,700 0 0
MANULIFE FINL CORP COM 56501R106   2,926,667 131,800 SH   SOLE   131,800 0 0
MARATHON OIL CORP COM 565849106   1,891,728 78,300 SH   SOLE   78,300 0 0
MARATHON PETE CORP COM 56585A102   2,729,824 18,400 SH   SOLE   18,400 0 0
MARRIOTT INTL INC NEW CL A 571903202   5,998,566 26,600 SH   SOLE   26,600 0 0
MARSH & MCLENNAN COS INC COM 571748102   3,770,453 19,900 SH   SOLE   19,900 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,610,036 93,020 SH   SOLE   93,020 0 0
MASTERCARD INCORPORATED CL A 57636Q104   12,837,951 30,100 SH   SOLE   30,100 0 0
MCDONALDS CORP COM 580135101   17,849,902 60,200 SH   SOLE   60,200 0 0
MCKESSON CORP COM 58155Q103   6,342,826 13,700 SH   SOLE   13,700 0 0
MEDTRONIC PLC SHS G5960L103   8,691,090 105,500 SH   SOLE   105,500 0 0
MERCADOLIBRE INC COM 58733R102   6,129,006 3,900 SH   SOLE   3,900 0 0
MERCK & CO INC COM 58933Y105   21,313,410 195,500 SH   SOLE   195,500 0 0
META PLATFORMS INC CL A 30303M102   145,071,921 409,854 SH   SOLE   409,854 0 0
METLIFE INC COM 59156R108   2,261,646 34,200 SH   SOLE   34,200 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   4,124,064 3,400 SH   SOLE   3,400 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   5,320,620 59,000 SH   SOLE   59,000 0 0
MICRON TECHNOLOGY INC COM 595112103   7,262,348 85,099 SH   SOLE   85,099 0 0
MICROSOFT CORP COM 594918104   304,544,266 809,872 SH   SOLE   809,872 0 0
MONDELEZ INTL INC CL A 609207105   9,321,741 128,700 SH   SOLE   128,700 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   4,061,505 70,500 SH   SOLE   70,500 0 0
MOODYS CORP COM 615369105   3,593,152 9,200 SH   SOLE   9,200 0 0
MORGAN STANLEY COM NEW 617446448   5,054,150 54,200 SH   SOLE   54,200 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   4,427,092 14,140 SH   SOLE   14,140 0 0
NASDAQ INC COM 631103108   1,953,504 33,600 SH   SOLE   33,600 0 0
NETEASE INC SPONSORED ADS 64110W102   4,648,404 49,897 SH   SOLE   49,897 0 0
NETFLIX INC COM 64110L106   15,238,370 31,298 SH   SOLE   31,298 0 0
NEWMONT CORP COM 651639106   2,789,686 67,400 SH   SOLE   67,400 0 0
NEXTERA ENERGY INC COM 65339F101   10,951,422 180,300 SH   SOLE   180,300 0 0
NIKE INC CL B 654106103   11,593,213 106,781 SH   SOLE   106,781 0 0
NORFOLK SOUTHN CORP COM 655844108   5,763,180 24,381 SH   SOLE   24,381 0 0
NUCOR CORP COM 670346105   2,245,116 12,900 SH   SOLE   12,900 0 0
NUTRIEN LTD COM 67077M108   1,528,553 27,000 SH   SOLE   27,000 0 0
NVIDIA CORPORATION COM 67066G104   85,112,470 171,868 SH   SOLE   171,868 0 0
NXP SEMICONDUCTORS N V COM N6596X109   6,450,333 28,084 SH   SOLE   28,084 0 0
ONEOK INC NEW COM 682680103   2,225,974 31,700 SH   SOLE   31,700 0 0
ORACLE CORP COM 68389X105   12,725,822 120,704 SH   SOLE   120,704 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   5,415,456 5,700 SH   SOLE   5,700 0 0
OTIS WORLDWIDE CORP COM 68902V107   4,426,975 49,480 SH   SOLE   49,480 0 0
PACCAR INC COM 693718108   6,536,691 66,940 SH   SOLE   66,940 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   1,650,037 96,100 SH   SOLE   96,100 0 0
PALO ALTO NETWORKS INC COM 697435105   7,439,822 25,230 SH   SOLE   25,230 0 0
PARKER-HANNIFIN CORP COM 701094104   7,151,906 15,524 SH   SOLE   15,524 0 0
PAYCHEX INC COM 704326107   4,108,699 34,495 SH   SOLE   34,495 0 0
PAYPAL HLDGS INC COM 70450Y103   2,947,680 48,000 SH   SOLE   48,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   7,812,954 53,400 SH   SOLE   53,400 0 0
PEPSICO INC COM 713448108   18,835,256 110,900 SH   SOLE   110,900 0 0
PFIZER INC COM 717081103   12,607,141 437,900 SH   SOLE   437,900 0 0
PG&E CORP COM 69331C108   4,312,776 239,200 SH   SOLE   239,200 0 0
PHILLIPS 66 COM 718546104   2,569,602 19,300 SH   SOLE   19,300 0 0
PIONEER NAT RES CO COM 723787107   2,945,928 13,100 SH   SOLE   13,100 0 0
PNC FINL SVCS GROUP INC COM 693475105   3,205,395 20,700 SH   SOLE   20,700 0 0
PPG INDS INC COM 693506107   2,557,305 17,100 SH   SOLE   17,100 0 0
PROCTER AND GAMBLE CO COM 742718109   25,805,694 176,100 SH   SOLE   176,100 0 0
PROGRESSIVE CORP COM 743315103   3,647,512 22,900 SH   SOLE   22,900 0 0
PROLOGIS INC. COM 74340W103   5,811,880 43,600 SH   SOLE   43,600 0 0
PRUDENTIAL FINL INC COM 744320102   2,665,347 25,700 SH   SOLE   25,700 0 0
PUBLIC STORAGE COM 74460D109   2,470,500 8,100 SH   SOLE   8,100 0 0
QUALCOMM INC COM 747525103   11,869,350 82,067 SH   SOLE   82,067 0 0
REALTY INCOME CORP COM 756109104   3,031,776 52,800 SH   SOLE   52,800 0 0
REGENERON PHARMACEUTICALS COM 75886F107   7,992,439 9,100 SH   SOLE   9,100 0 0
REPUBLIC SVCS INC COM 760759100   4,762,270 28,878 SH   SOLE   28,878 0 0
RESMED INC COM 761152107   1,720,200 10,000 SH   SOLE   10,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   2,355,452 30,000 SH   SOLE   30,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   2,355,452 30,000 SH   SOLE   30,000 0 0
ROPER TECHNOLOGIES INC COM 776696106   5,778,802 10,600 SH   SOLE   10,600 0 0
ROSS STORES INC COM 778296103   4,746,777 34,300 SH   SOLE   34,300 0 0
S&P GLOBAL INC COM 78409V104   6,739,956 15,300 SH   SOLE   15,300 0 0
SALESFORCE INC COM 79466L302   18,216,129 69,226 SH   SOLE   69,226 0 0
SCHLUMBERGER LTD COM STK 806857108   3,117,196 59,900 SH   SOLE   59,900 0 0
SCHWAB CHARLES CORP COM 808513105   4,210,560 61,200 SH   SOLE   61,200 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   55,984,530 770,500 SH   SOLE   770,500 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   108,153,600 1,290,000 SH   SOLE   1,290,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   62,119,035 1,652,102 SH   SOLE   1,652,102 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   36,454,600 910,000 SH   SOLE   910,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   55,370,280 406,000 SH   SOLE   406,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   6,333,000 100,000 SH   SOLE   100,000 0 0
SERVICENOW INC COM 81762P102   11,597,739 16,416 SH   SOLE   16,416 0 0
SHERWIN WILLIAMS CO COM 824348106   3,274,950 10,500 SH   SOLE   10,500 0 0
SHOPIFY INC CL A 82509L107   7,753,038 99,100 SH   SOLE   99,100 0 0
SIMON PPTY GROUP INC NEW COM 828806109   2,966,912 20,800 SH   SOLE   20,800 0 0
SNOWFLAKE INC CL A 833445109   5,273,500 26,500 SH   SOLE   26,500 0 0
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400   12,490,346 183,358 SH   SOLE   183,358 0 0
STARBUCKS CORP COM 855244109   9,937,035 103,500 SH   SOLE   103,500 0 0
STELLANTIS N.V SHS N82405106   3,057,252 131,100 SH   SOLE   131,100 0 0
STRYKER CORPORATION COM 863667101   8,624,448 28,800 SH   SOLE   28,800 0 0
SYNOPSYS INC COM 871607107   7,363,213 14,300 SH   SOLE   14,300 0 0
SYSCO CORP COM 871829107   4,358,548 59,600 SH   SOLE   59,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   33,126,080 318,520 SH   SOLE   318,520 0 0
TARGET CORP COM 87612E106   5,810,736 40,800 SH   SOLE   40,800 0 0
TC ENERGY CORP COM 87807B107   2,241,389 57,100 SH   SOLE   57,100 0 0
TE CONNECTIVITY LTD SHS H84989104   5,612,553 39,947 SH   SOLE   39,947 0 0
TESLA INC COM 88160R101   50,217,808 202,100 SH   SOLE   202,100 0 0
TEXAS INSTRS INC COM 882508104   12,462,671 73,112 SH   SOLE   73,112 0 0
THE CIGNA GROUP COM 125523100   6,528,010 21,800 SH   SOLE   21,800 0 0
THE TRADE DESK INC COM CL A 88339J105   2,280,916 31,697 SH   SOLE   31,697 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   16,932,201 31,900 SH   SOLE   31,900 0 0
TJX COS INC NEW COM 872540109   8,918,329 95,068 SH   SOLE   95,068 0 0
T-MOBILE US INC COM 872590104   8,343,092 52,037 SH   SOLE   52,037 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   5,927,013 24,301 SH   SOLE   24,301 0 0
TRANSDIGM GROUP INC COM 893641100   6,430,741 6,357 SH   SOLE   6,357 0 0
TRAVELERS COMPANIES INC COM 89417E109   2,323,978 12,200 SH   SOLE   12,200 0 0
TRUIST FINL CORP COM 89832Q109   2,809,612 76,100 SH   SOLE   76,100 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,918,168 144,846 SH   SOLE   144,846 0 0
UNION PAC CORP COM 907818108   10,795,490 43,952 SH   SOLE   43,952 0 0
UNITED PARCEL SERVICE INC CL B 911312106   8,515,262 54,158 SH   SOLE   54,158 0 0
UNITED RENTALS INC COM 911363109   4,734,155 8,256 SH   SOLE   8,256 0 0
UNITEDHEALTH GROUP INC COM 91324P102   33,378,198 63,400 SH   SOLE   63,400 0 0
US BANCORP DEL COM NEW 902973304   3,124,816 72,200 SH   SOLE   72,200 0 0
VALERO ENERGY CORP COM 91913Y100   2,093,000 16,100 SH   SOLE   16,100 0 0
VANECK ETF TRUST JP MRGAN EM LOC 92189H300   103,935,000 4,100,000 SH   SOLE   4,100,000 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   219,456,000 2,700,000 SH   SOLE   2,700,000 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   168,666,600 2,180,000 SH   SOLE   2,180,000 0 0
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885   143,437,500 2,250,000 SH   SOLE   2,250,000 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   740,614,105 8,027,467 SH   SOLE   8,027,467 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702   317,165,200 655,300 SH   SOLE   655,300 0 0
VERISK ANALYTICS INC COM 92345Y106   3,765,866 15,766 SH   SOLE   15,766 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   12,432,932 329,786 SH   SOLE   329,786 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   8,748,135 21,500 SH   SOLE   21,500 0 0
VICI PPTYS INC COM 925652109   2,327,240 73,000 SH   SOLE   73,000 0 0
VISA INC COM CL A 92826C839   14,944,090 57,400 SH   SOLE   57,400 0 0
VULCAN MATLS CO COM 929160109   2,088,492 9,200 SH   SOLE   9,200 0 0
WALMART INC COM 931142103   17,152,320 108,800 SH   SOLE   108,800 0 0
WASTE MGMT INC DEL COM 94106L109   6,950,691 38,809 SH   SOLE   38,809 0 0
WELLS FARGO CO NEW COM 949746101   6,610,246 134,300 SH   SOLE   134,300 0 0
WELLTOWER INC COM 95040Q104   2,669,032 29,600 SH   SOLE   29,600 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,468,670 71,000 SH   SOLE   71,000 0 0
WILLIAMS COS INC COM 969457100   2,295,297 65,900 SH   SOLE   65,900 0 0
WORKDAY INC CL A 98138H101   4,361,748 15,800 SH   SOLE   15,800 0 0
YUM BRANDS INC COM 988498101   5,526,918 42,300 SH   SOLE   42,300 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   4,843,660 39,800 SH   SOLE   39,800 0 0
ZOETIS INC CL A 98978V103   7,539,534 38,200 SH   SOLE   38,200 0 0