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
ABBOTT LABS COM 002824100 1,890,539 13,900 SH SOLE 13,900 0 0
ABBVIE INC COM 00287Y109 1,032,418 5,562 SH SOLE 5,562 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,105,893 3,700 SH SOLE 3,700 0 0
ADOBE INC COM 00724F101 696,384 1,800 SH SOLE 1,800 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,128,500 15,000 SH SOLE 15,000 0 0
AECOM COM 00766T100 564,300 5,000 SH SOLE 5,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 354,030 3,000 SH SOLE 3,000 0 0
ALBEMARLE CORP COM 012653101 313,350 5,000 SH SOLE 5,000 0 0
ALCOA CORP COM 013872106 236,080 8,000 SH SOLE 8,000 0 0
ALPHABET INC CAP STK CL C 02079K107 13,676,769 77,100 SH SOLE 77,100 0 0
ALTRIA GROUP INC COM 02209S103 381,095 6,500 SH SOLE 6,500 0 0
AMAZON COM INC COM 023135106 15,269,544 69,600 SH SOLE 69,600 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,037,600 10,000 SH SOLE 10,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 256,770 3,000 SH SOLE 3,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,105,100 5,000 SH SOLE 5,000 0 0
AMGEN INC COM 031162100 1,033,077 3,700 SH SOLE 3,700 0 0
ANALOG DEVICES INC COM 032654105 714,060 3,000 SH SOLE 3,000 0 0
APPLE INC COM 037833100 23,184,210 113,000 SH SOLE 113,000 0 0
ASTEC INDS INC COM 046224101 458,590 11,000 SH SOLE 11,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 742,195 10,621 SH SOLE 10,621 0 0
AT&T INC COM 00206R102 2,378,868 82,200 SH SOLE 82,200 0 0
AUTODESK INC COM 052769106 1,238,280 4,000 SH SOLE 4,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 585,960 1,900 SH SOLE 1,900 0 0
AUTOZONE INC COM 053332102 556,835 150 SH SOLE 150 0 0
AVALONBAY CMNTYS INC COM 053484101 407,000 2,000 SH SOLE 2,000 0 0
BANK AMERICA CORP COM 060505104 3,501,680 74,000 SH SOLE 74,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,222,028 10,750 SH SOLE 10,750 0 0
BLACKSTONE INC COM 09260D107 897,480 6,000 SH SOLE 6,000 0 0
BOEING CO COM 097023105 838,120 4,000 SH SOLE 4,000 0 0
BOOKING HOLDINGS INC COM 09857L108 1,736,772 300 SH SOLE 300 0 0
BOSTON SCIENTIFIC CORP COM 101137107 751,870 7,000 SH SOLE 7,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 752,780 14,000 SH SOLE 14,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,157,250 25,000 SH SOLE 25,000 0 0
BROADCOM INC COM 11135F101 6,725,860 24,400 SH SOLE 24,400 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 975,338 12,304 SH SOLE 12,304 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,931,010 9,076 SH SOLE 9,076 0 0
CARLISLE COS INC COM 142339100 746,800 2,000 SH SOLE 2,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 629,434 8,600 SH SOLE 8,600 0 0
CATERPILLAR INC COM 149123101 1,164,630 3,000 SH SOLE 3,000 0 0
CENCORA INC COM 03073E105 689,655 2,300 SH SOLE 2,300 0 0
CENTENE CORP DEL COM 15135B101 586,224 10,800 SH SOLE 10,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,800,480 11,500 SH SOLE 11,500 0 0
CHESAPEAKE UTILS CORP COM 165303108 360,660 3,000 SH SOLE 3,000 0 0
CHEVRON CORP NEW COM 166764100 1,718,280 12,000 SH SOLE 12,000 0 0
CISCO SYS INC COM 17275R102 2,310,354 33,300 SH SOLE 33,300 0 0
CITIGROUP INC COM NEW 172967424 2,221,632 26,100 SH SOLE 26,100 0 0
CITIZENS FINL GROUP INC COM 174610105 447,500 10,000 SH SOLE 10,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 190,000 25,000 SH SOLE 25,000 0 0
CME GROUP INC COM 12572Q105 551,240 2,000 SH SOLE 2,000 0 0
COHERENT CORP COM 19247G107 860,787 9,649 SH SOLE 9,649 0 0
COLGATE PALMOLIVE CO COM 194162103 545,400 6,000 SH SOLE 6,000 0 0
COMCAST CORP NEW CL A 20030N101 1,427,600 40,000 SH SOLE 40,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 198,720 24,000 SH SOLE 24,000 0 0
CONAGRA BRANDS INC COM 205887102 695,980 34,000 SH SOLE 34,000 0 0
CONOCOPHILLIPS COM 20825C104 1,193,542 13,300 SH SOLE 13,300 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,291,040 4,000 SH SOLE 4,000 0 0
CORTEVA INC COM 22052L104 1,714,190 23,000 SH SOLE 23,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,969,820 3,000 SH SOLE 3,000 0 0
CROWN CASTLE INC COM 22822V101 1,232,760 12,000 SH SOLE 12,000 0 0
CVS HEALTH CORP COM 126650100 827,760 12,000 SH SOLE 12,000 0 0
DEERE & CO COM 244199105 1,525,470 3,000 SH SOLE 3,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 536,062 10,900 SH SOLE 10,900 0 0
DISNEY WALT CO COM 254687106 2,108,170 17,000 SH SOLE 17,000 0 0
DOLLAR TREE INC COM 256746108 891,360 9,000 SH SOLE 9,000 0 0
DOVER CORP COM 260003108 861,181 4,700 SH SOLE 4,700 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 708,000 6,000 SH SOLE 6,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 408,042 5,949 SH SOLE 5,949 0 0
EATON CORP PLC SHS G29183103 1,070,970 3,000 SH SOLE 3,000 0 0
ECHOSTAR CORP CL A 278768106 419,794 15,155 SH SOLE 15,155 0 0
ECOLAB INC COM 278865100 538,880 2,000 SH SOLE 2,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 351,945 4,500 SH SOLE 4,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 214,200 15,000 SH SOLE 15,000 0 0
ELI LILLY & CO COM 532457108 6,080,334 7,800 SH SOLE 7,800 0 0
EPR PPTYS COM SH BEN INT 26884U109 1,048,680 18,000 SH SOLE 18,000 0 0
EQUINIX INC COM 29444U700 636,376 800 SH SOLE 800 0 0
EXELON CORP COM 30161N101 521,040 12,000 SH SOLE 12,000 0 0
EXXON MOBIL CORP COM 30231G102 3,999,596 37,102 SH SOLE 37,102 0 0
FEDEX CORP COM 31428X106 977,433 4,300 SH SOLE 4,300 0 0
FOX CORP CL B COM 35137L204 232,335 4,500 SH SOLE 4,500 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,036,065 23,900 SH SOLE 23,900 0 0
G III APPAREL GROUP LTD COM 36237H101 336,000 15,000 SH SOLE 15,000 0 0
GARTNER INC COM 366651107 282,954 700 SH SOLE 700 0 0
GE AEROSPACE COM NEW 369604301 2,895,638 11,250 SH SOLE 11,250 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 277,763 3,750 SH SOLE 3,750 0 0
GE VERNOVA INC COM 36828A101 1,487,970 2,812 SH SOLE 2,812 0 0
GENERAL DYNAMICS CORP COM 369550108 641,652 2,200 SH SOLE 2,200 0 0
GENERAL MTRS CO COM 37045V100 1,082,620 22,000 SH SOLE 22,000 0 0
GILEAD SCIENCES INC COM 375558103 676,307 6,100 SH SOLE 6,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,538,750 5,000 SH SOLE 5,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 41,040 27,000 SH SOLE 27,000 0 0
HECLA MNG CO COM 422704106 245,590 41,000 SH SOLE 41,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 409,000 20,000 SH SOLE 20,000 0 0
HF SINCLAIR CORP COM 403949100 492,960 12,000 SH SOLE 12,000 0 0
HOME DEPOT INC COM 437076102 2,126,512 5,800 SH SOLE 5,800 0 0
HOWMET AEROSPACE INC COM 443201108 3,890,117 20,900 SH SOLE 20,900 0 0
HUMANA INC COM 444859102 391,168 1,600 SH SOLE 1,600 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 241,460 1,000 SH SOLE 1,000 0 0
INTEL CORP COM 458140100 481,600 21,500 SH SOLE 21,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,358,240 8,000 SH SOLE 8,000 0 0
INTUIT COM 461202103 708,867 900 SH SOLE 900 0 0
JOHNSON & JOHNSON COM 478160104 3,539,676 23,173 SH SOLE 23,173 0 0
JPMORGAN CHASE & CO. COM 46625H100 8,610,327 29,700 SH SOLE 29,700 0 0
KBR INC COM 48242W106 958,800 20,000 SH SOLE 20,000 0 0
KEYCORP COM 493267108 189,878 10,900 SH SOLE 10,900 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 376,878 2,300 SH SOLE 2,300 0 0
KINDER MORGAN INC DEL COM 49456B101 940,800 32,000 SH SOLE 32,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 327,302 7,400 SH SOLE 7,400 0 0
KOPPERS HOLDINGS INC COM 50060P106 771,600 24,000 SH SOLE 24,000 0 0
KRAFT HEINZ CO COM 500754106 309,840 12,000 SH SOLE 12,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 484,400 14,000 SH SOLE 14,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 652,184 2,600 SH SOLE 2,600 0 0
LABCORP HOLDINGS INC COM SHS 504922105 1,128,793 4,300 SH SOLE 4,300 0 0
LCI INDS COM 50189K103 455,950 5,000 SH SOLE 5,000 0 0
LENNAR CORP CL B 526057302 947,250 9,000 SH SOLE 9,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748 317,920 4,000 SH SOLE 4,000 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 215,992 1,900 SH SOLE 1,900 0 0
LOWES COS INC COM 548661107 1,464,342 6,600 SH SOLE 6,600 0 0
LUMENTUM HLDGS INC COM 55024U109 808,010 8,500 SH SOLE 8,500 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 2,349,956 16,400 SH SOLE 16,400 0 0
MARRIOTT INTL INC NEW CL A 571903202 409,815 1,500 SH SOLE 1,500 0 0
MARTIN MARIETTA MATLS INC COM 573284106 697,179 1,270 SH SOLE 1,270 0 0
MASTEC INC COM 576323109 613,548 3,600 SH SOLE 3,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,315,446 5,900 SH SOLE 5,900 0 0
MCKESSON CORP COM 58155Q103 1,289,693 1,760 SH SOLE 1,760 0 0
MEDTRONIC PLC SHS G5960L103 1,133,210 13,000 SH SOLE 13,000 0 0
MERCK & CO INC COM 58933Y105 2,691,440 34,000 SH SOLE 34,000 0 0
META PLATFORMS INC CL A 30303M102 11,661,822 15,800 SH SOLE 15,800 0 0
METLIFE INC COM 59156R108 1,125,880 14,000 SH SOLE 14,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 687,800 20,000 SH SOLE 20,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,232,500 10,000 SH SOLE 10,000 0 0
MICROSOFT CORP COM 594918104 27,705,737 55,700 SH SOLE 55,700 0 0
MONDELEZ INTL INC CL A 609207105 876,720 13,000 SH SOLE 13,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 451,008 7,200 SH SOLE 7,200 0 0
MORGAN STANLEY COM NEW 617446448 1,774,836 12,600 SH SOLE 12,600 0 0
NETFLIX INC COM 64110L106 3,079,999 2,300 SH SOLE 2,300 0 0
NEXTERA ENERGY INC COM 65339F101 1,416,168 20,400 SH SOLE 20,400 0 0
NIKE INC CL B 654106103 710,400 10,000 SH SOLE 10,000 0 0
NISOURCE INC COM 65473P105 806,800 20,000 SH SOLE 20,000 0 0
NRG ENERGY INC COM NEW 629377508 4,014,500 25,000 SH SOLE 25,000 0 0
NVIDIA CORPORATION COM 67066G104 25,483,787 161,300 SH SOLE 161,300 0 0
OCCIDENTAL PETE CORP COM 674599105 315,075 7,500 SH SOLE 7,500 0 0
ON SEMICONDUCTOR CORP COM 682189105 524,100 10,000 SH SOLE 10,000 0 0
ONEOK INC NEW COM 682680103 1,142,820 14,000 SH SOLE 14,000 0 0
ORACLE CORP COM 68389X105 3,716,710 17,000 SH SOLE 17,000 0 0
OSI SYSTEMS INC COM 671044105 1,124,300 5,000 SH SOLE 5,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 425,786 4,300 SH SOLE 4,300 0 0
PALO ALTO NETWORKS INC COM 697435105 2,455,680 12,000 SH SOLE 12,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 179,142 13,887 SH SOLE 13,887 0 0
PATRICK INDS INC COM 703343103 733,547 7,950 SH SOLE 7,950 0 0
PAYPAL HLDGS INC COM 70450Y103 750,632 10,100 SH SOLE 10,100 0 0
PEPSICO INC COM 713448108 1,465,644 11,100 SH SOLE 11,100 0 0
PFIZER INC COM 717081103 969,600 40,000 SH SOLE 40,000 0 0
PHILIP MORRIS INTL INC COM 718172109 2,385,903 13,100 SH SOLE 13,100 0 0
PITNEY BOWES INC COM 724479100 872,800 80,000 SH SOLE 80,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,118,520 6,000 SH SOLE 6,000 0 0
PPL CORP COM 69351T106 1,016,700 30,000 SH SOLE 30,000 0 0
PROCTER AND GAMBLE CO COM 742718109 2,867,760 18,000 SH SOLE 18,000 0 0
PROLOGIS INC. COM 74340W103 588,672 5,600 SH SOLE 5,600 0 0
PROPETRO HLDG CORP COM 74347M108 179,100 30,000 SH SOLE 30,000 0 0
PRUDENTIAL FINL INC COM 744320102 1,396,720 13,000 SH SOLE 13,000 0 0
PTC INC COM 69370C100 1,034,040 6,000 SH SOLE 6,000 0 0
QUALCOMM INC COM 747525103 1,592,600 10,000 SH SOLE 10,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 896,859 2,700 SH SOLE 2,700 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 612,510 17,000 SH SOLE 17,000 0 0
RTX CORPORATION COM 75513E101 2,278,496 15,604 SH SOLE 15,604 0 0
SALESFORCE INC COM 79466L302 1,908,830 7,000 SH SOLE 7,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 530,508 3,300 SH SOLE 3,300 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 336,694 14,658 SH SOLE 14,658 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 372,600 5,000 SH SOLE 5,000 0 0
SLM CORP COM 78442P106 655,800 20,000 SH SOLE 20,000 0 0
SOUTHWEST AIRLS CO COM 844741108 486,600 15,000 SH SOLE 15,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 280,900 5,300 SH SOLE 5,300 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 305,200 8,000 SH SOLE 8,000 0 0
STRYKER CORPORATION COM 863667101 1,463,831 3,700 SH SOLE 3,700 0 0
SURO CAPITAL CORP COM NEW 86887Q109 689,697 84,007 SH SOLE 84,007 0 0
SYNAPTICS INC COM 87157D109 337,064 5,200 SH SOLE 5,200 0 0
SYNCHRONY FINANCIAL COM 87165B103 800,880 12,000 SH SOLE 12,000 0 0
TARGET CORP COM 87612E106 493,250 5,000 SH SOLE 5,000 0 0
TESLA INC COM 88160R101 536,845 1,690 SH SOLE 1,690 0 0
TEXTRON INC COM 883203101 1,445,220 18,000 SH SOLE 18,000 0 0
THE CIGNA GROUP COM 125523100 1,983,480 6,000 SH SOLE 6,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,054,196 2,600 SH SOLE 2,600 0 0
THOR INDS INC COM 885160101 1,065,720 12,000 SH SOLE 12,000 0 0
TJX COS INC NEW COM 872540109 1,321,343 10,700 SH SOLE 10,700 0 0
T-MOBILE US INC COM 872590104 977,343 4,102 SH SOLE 4,102 0 0
TRUIST FINL CORP COM 89832Q109 564,158 13,123 SH SOLE 13,123 0 0
TYSON FOODS INC CL A 902494103 492,272 8,800 SH SOLE 8,800 0 0
UNITED PARCEL SERVICE INC CL B 911312106 807,520 8,000 SH SOLE 8,000 0 0
UNITED RENTALS INC COM 911363109 2,561,560 3,400 SH SOLE 3,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,341,471 4,300 SH SOLE 4,300 0 0
US BANCORP DEL COM NEW 902973304 600,513 13,271 SH SOLE 13,271 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,298,100 30,000 SH SOLE 30,000 0 0
VIATRIS INC COM 92556V106 235,422 26,363 SH SOLE 26,363 0 0
VISA INC COM CL A 92826C839 4,473,630 12,600 SH SOLE 12,600 0 0
WALMART INC COM 931142103 3,471,190 35,500 SH SOLE 35,500 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 227,882 19,885 SH SOLE 19,885 0 0
WELLS FARGO CO NEW COM 949746101 2,579,864 32,200 SH SOLE 32,200 0 0
WESTERN DIGITAL CORP COM 958102105 665,496 10,400 SH SOLE 10,400 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 256,900 10,000 SH SOLE 10,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 344,300 11,000 SH SOLE 11,000 0 0
XPO INC COM 983793100 505,160 4,000 SH SOLE 4,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 228,025 2,500 SH SOLE 2,500 0 0
ZIONS BANCORPORATION N A COM 989701107 623,280 12,000 SH SOLE 12,000 0 0