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
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 (x$1000) 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