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
ABBVIE INC COM 00287Y109   7,284,000 40,000 SH   SOLE   40,000 0 0
ADOBE INC COM 00724F101   26,188,740 51,900 SH   SOLE   51,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107   35,791,167 198,300 SH   SOLE   198,300 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   413,288 3,800 SH   SOLE   3,800 0 0
ALPHABET INC CAP STK CL A 02079K305   242,046,441 1,603,700 SH   SOLE   1,603,700 0 0
ALPHABET INC CAP STK CL C 02079K107   101,283,352 665,200 SH   SOLE   665,200 0 0
AMAZON COM INC COM 023135106   332,259,960 1,842,000 SH   SOLE   1,842,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   4,766,190 39,000 SH   SOLE   39,000 0 0
ANALOG DEVICES INC COM 032654105   9,493,920 48,000 SH   SOLE   48,000 0 0
AON PLC SHS CL A G0403H108   8,343,000 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100   427,521,418 2,493,127 SH   SOLE   2,493,127 0 0
APPLIED MATLS INC COM 038222105   18,560,700 90,000 SH   SOLE   90,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   4,396,700 70,000 SH   SOLE   70,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   7,242,460 29,000 SH   SOLE   29,000 0 0
BANK AMERICA CORP COM 060505104   17,064,000 450,000 SH   SOLE   450,000 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,238,830 21,500 SH   SOLE   21,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   15,055,037 35,801 SH   SOLE   35,801 0 0
BOOKING HOLDINGS INC COM 09857L108   108,836,400 30,000 SH   SOLE   30,000 0 0
BROADCOM INC COM 11135F101   154,675,347 116,700 SH   SOLE   116,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   9,307,272 29,900 SH   SOLE   29,900 0 0
CATERPILLAR INC COM 149123101   34,810,850 95,000 SH   SOLE   95,000 0 0
CENTENE CORP DEL COM 15135B101   8,397,360 107,000 SH   SOLE   107,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   11,045,726 3,800 SH   SOLE   3,800 0 0
CISCO SYS INC COM 17275R102   188,764,611 3,782,100 SH   SOLE   3,782,100 0 0
COCA COLA CO COM 191216100   68,240,172 1,115,400 SH   SOLE   1,115,400 0 0
COLGATE PALMOLIVE CO COM 194162103   57,091,700 634,000 SH   SOLE   634,000 0 0
CONOCOPHILLIPS COM 20825C104   10,640,608 83,600 SH   SOLE   83,600 0 0
COSTCO WHSL CORP NEW COM 22160K105   43,957,800 60,000 SH   SOLE   60,000 0 0
CSX CORP COM 126408103   8,185,056 220,800 SH   SOLE   220,800 0 0
CVS HEALTH CORP COM 126650100   9,252,160 116,000 SH   SOLE   116,000 0 0
DISNEY WALT CO COM 254687106   59,344,600 485,000 SH   SOLE   485,000 0 0
DYNATRACE INC COM NEW 268150109   9,306,576 200,400 SH   SOLE   200,400 0 0
ELI LILLY & CO COM 532457108   86,664,744 111,400 SH   SOLE   111,400 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   7,714,720 104,000 SH   SOLE   104,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   12,624,870 268,500 SH   SOLE   268,500 0 0
GLOBAL PMTS INC COM 37940X102   19,113,380 143,000 SH   SOLE   143,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   20,508,579 49,100 SH   SOLE   49,100 0 0
HESS CORP COM 42809H107   6,105,600 40,000 SH   SOLE   40,000 0 0
HOME DEPOT INC COM 437076102   10,810,999 28,183 SH   SOLE   28,183 0 0
HUMANA INC COM 444859102   18,688,208 53,900 SH   SOLE   53,900 0 0
HUNTINGTON BANCSHARES INC COM 446150104   1,241,550 89,000 SH   SOLE   89,000 0 0
INTEL CORP COM 458140100   20,441,876 462,800 SH   SOLE   462,800 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   42,342,500 250,000 SH   SOLE   250,000 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   1,926,450 27,000 SH   SOLE   27,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   4,843,598 51,190 SH   SOLE   51,190 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   124,288,580 1,313,000 SH   SOLE   1,313,000 0 0
ISHARES TR MSCI ACWI ETF 464288257   25,880,550 235,000 SH   SOLE   235,000 0 0
ISHARES TR TIPS BD ETF 464287176   10,741,000 100,000 SH   SOLE   100,000 0 0
JOHNSON & JOHNSON COM 478160104   99,628,062 629,800 SH   SOLE   629,800 0 0
JPMORGAN CHASE & CO COM 46625H100   114,191,030 570,100 SH   SOLE   570,100 0 0
JUNIPER NETWORKS INC COM 48203R104   6,077,840 164,000 SH   SOLE   164,000 0 0
KLA CORP COM NEW 482480100   24,449,950 35,000 SH   SOLE   35,000 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   102,159,750 3,891,800 SH   SOLE   3,891,800 0 0
LAM RESEARCH CORP COM 512807108   19,722,871 20,300 SH   SOLE   20,300 0 0
LIGHT & WONDER INC COM 80874P109   37,262,850 365,000 SH   SOLE   365,000 0 0
LINDE PLC SHS G54950103   106,793,600 230,000 SH   SOLE   230,000 0 0
LOCKHEED MARTIN CORP COM 539830109   23,198,370 51,000 SH   SOLE   51,000 0 0
LOWES COS INC COM 548661107   17,576,370 69,000 SH   SOLE   69,000 0 0
MARATHON PETE CORP COM 56585A102   18,336,500 91,000 SH   SOLE   91,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   169,608,954 352,200 SH   SOLE   352,200 0 0
MATCH GROUP INC NEW COM 57667L107   47,309,120 1,304,000 SH   SOLE   1,304,000 0 0
MCDONALDS CORP COM 580135101   33,044,540 117,200 SH   SOLE   117,200 0 0
MCKESSON CORP COM 58155Q103   18,789,750 35,000 SH   SOLE   35,000 0 0
MERCK & CO INC COM 58933Y105   11,440,065 86,700 SH   SOLE   86,700 0 0
META PLATFORMS INC CL A 30303M102   124,842,618 257,100 SH   SOLE   257,100 0 0
MICRON TECHNOLOGY INC COM 595112103   149,602,410 1,269,000 SH   SOLE   1,269,000 0 0
MICROSOFT CORP COM 594918104   247,888,224 589,200 SH   SOLE   589,200 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   9,520,368 160,600 SH   SOLE   160,600 0 0
MORNINGSTAR INC COM 617700109   5,859,030 19,000 SH   SOLE   19,000 0 0
NEWMONT CORP COM 651639106   5,196,800 145,000 SH   SOLE   145,000 0 0
NRG ENERGY INC COM NEW 629377508   119,540,540 1,766,000 SH   SOLE   1,766,000 0 0
NVIDIA CORPORATION COM 67066G104   493,072,692 545,700 SH   SOLE   545,700 0 0
ORACLE CORP COM 68389X105   21,705,408 172,800 SH   SOLE   172,800 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   28,222,000 25,000 SH   SOLE   25,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   33,191,400 2,820,000 SH   SOLE   2,820,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   8,951,250 77,000 SH   SOLE   77,000 0 0
PEPSICO INC COM 713448108   148,478,484 848,400 SH   SOLE   848,400 0 0
PFIZER INC COM 717081103   9,645,900 347,600 SH   SOLE   347,600 0 0
PG&E CORP COM 69331C108   57,200,204 3,412,900 SH   SOLE   3,412,900 0 0
PIONEER NAT RES CO COM 723787107   4,725,000 18,000 SH   SOLE   18,000 0 0
PNC FINL SVCS GROUP INC COM 693475105   4,298,560 26,600 SH   SOLE   26,600 0 0
PRICE T ROWE GROUP INC COM 74144T108   1,341,120 11,000 SH   SOLE   11,000 0 0
PROCTER AND GAMBLE CO COM 742718109   160,124,525 986,900 SH   SOLE   986,900 0 0
QUALCOMM INC COM 747525103   93,792,200 554,000 SH   SOLE   554,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   36,574,620 38,000 SH   SOLE   38,000 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   2,461,680 117,000 SH   SOLE   117,000 0 0
S&P GLOBAL INC COM 78409V104   9,402,445 22,100 SH   SOLE   22,100 0 0
SALESFORCE INC COM 79466L302   137,910,322 457,900 SH   SOLE   457,900 0 0
SCHWAB CHARLES CORP COM 808513105   57,872,000 800,000 SH   SOLE   800,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   28,969,490 788,500 SH   SOLE   788,500 0 0
SHERWIN WILLIAMS CO COM 824348106   47,792,608 137,600 SH   SOLE   137,600 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   48,103,200 524,000 SH   SOLE   524,000 0 0
STARBUCKS CORP COM 855244109   9,139,000 100,000 SH   SOLE   100,000 0 0
STRYKER CORPORATION COM 863667101   35,071,260 98,000 SH   SOLE   98,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   14,925,250 1,315,000 SH   SOLE   1,315,000 0 0
TARGET CORP COM 87612E106   50,380,803 284,300 SH   SOLE   284,300 0 0
TERADYNE INC COM 880770102   17,375,820 154,000 SH   SOLE   154,000 0 0
TESLA INC COM 88160R101   9,334,449 53,100 SH   SOLE   53,100 0 0
TEXAS INSTRS INC COM 882508104   88,847,100 510,000 SH   SOLE   510,000 0 0
TEXAS ROADHOUSE INC COM 882681109   9,731,610 63,000 SH   SOLE   63,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   119,148,050 205,000 SH   SOLE   205,000 0 0
TJX COS INC NEW COM 872540109   59,432,120 586,000 SH   SOLE   586,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   10,070,292 130,800 SH   SOLE   130,800 0 0
UNION PAC CORP COM 907818108   11,066,850 45,000 SH   SOLE   45,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   73,314,540 148,200 SH   SOLE   148,200 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   104,346,000 3,300,000 SH   SOLE   3,300,000 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   8,631,580 53,000 SH   SOLE   53,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   3,258,060 78,000 SH   SOLE   78,000 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   5,525,000 50,000 SH   SOLE   50,000 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   7,245,900 90,000 SH   SOLE   90,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   20,900,500 50,000 SH   SOLE   50,000 0 0
VORNADO RLTY TR SH BEN INT 929042109   3,373,254 117,249 SH   SOLE   117,249 0 0
WALMART INC COM 931142103   166,574,628 2,768,400 SH   SOLE   2,768,400 0 0
WELLS FARGO CO NEW COM 949746101   3,060,288 52,800 SH   SOLE   52,800 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   3,575,000 13,000 SH   SOLE   13,000 0 0