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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 147 1,138 SH   SOLE   1,138 0 0
ABBOTT LABS COM 002824100 16,207 149,167 SH   SOLE   149,167 0 0
ADVANCED MICRO DEVICES INC COM 007903107 27,541 360,156 SH   SOLE   360,156 0 0
AIR PRODS & CHEMS INC COM 009158106 13,203 54,902 SH   SOLE   54,902 0 0
ALLSTATE CORP COM 020002101 11,786 93,000 SH   SOLE   93,000 0 0
ALLY FINL INC COM 02005N100 31 927 SH   SOLE   927 0 0
ALPHABET INC CAP STK CL A 02079K305 205 94 SH   SOLE   94 0 0
ALTRIA GROUP INC COM 02209S103 10,366 248,159 SH   SOLE   248,159 0 0
AMAZON COM INC COM 023135106 64,669 608,880 SH   SOLE   608,880 0 0
AMERICAN EXPRESS CO COM 025816109 616 4,442 SH   SOLE   4,442 0 0
AMERICAN TOWER CORP NEW COM 03027X100 281 1,099 SH   SOLE   1,099 0 0
AMERIPRISE FINL INC COM 03076C106 82 346 SH   SOLE   346 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 2,069 350,000 SH   SOLE   350,000 0 0
AON PLC SHS CL A G0403H108 5,048 18,717 SH   SOLE   18,717 0 0
APPLE INC COM 037833100 165,602 1,211,252 SH   SOLE   1,211,252 0 0
APPLIED MATLS INC COM 038222105 37,011 406,800 SH   SOLE   406,800 0 0
GALLAGHER ARTHUR J & CO COM 363576109 57 348 SH   SOLE   348 0 0
AT&T INC COM 00206R102 403 19,214 SH   SOLE   19,214 0 0
BK OF AMERICA CORP COM 060505104 5,882 188,945 SH   SOLE   188,945 0 0
BANK NEW YORK MELLON CORP COM 064058100 95 2,284 SH   SOLE   2,284 0 0
BAXTER INTL INC COM 071813109 1,058 16,473 SH   SOLE   16,473 0 0
BOOKING HOLDINGS INC COM 09857L108 8,745 5,000 SH   SOLE   5,000 0 0
BOSTON PROPERTIES INC COM 101121101 1,983 22,290 SH   SOLE   22,290 0 0
BOSTON SCIENTIFIC CORP COM 101137107 201 5,399 SH   SOLE   5,399 0 0
BROADCOM INC COM 11135F101 78,607 161,806 SH   SOLE   161,806 0 0
CAPITAL ONE FINL CORP COM 14040H105 129 1,240 SH   SOLE   1,240 0 0
CARLYLE GROUP INC COM 14316J108 637 20,105 SH   SOLE   20,105 0 0
CATERPILLAR INC COM 149123101 6,112 34,191 SH   SOLE   34,191 0 0
CHANGE HEALTHCARE INC COM 15912K100 227 9,843 SH   SOLE   9,843 0 0
SCHWAB CHARLES CORP COM 808513105 1,895 30,000 SH   SOLE   30,000 0 0
CHEVRON CORP NEW COM 166764100 50,673 350,000 SH   SOLE   350,000 0 0
CHURCH & DWIGHT INC COM 171340102 3,934 42,455 SH   SOLE   42,455 0 0
CISCO SYS INC COM 17275R102 10,111 237,136 SH   SOLE   237,136 0 0
CITIGROUP INC COM NEW 172967424 36,792 800,000 SH   SOLE   800,000 0 0
CLOROX CO DEL COM 189054109 7,275 51,605 SH   SOLE   51,605 0 0
COSTCO WHSL CORP NEW COM 22160K105 13,358 27,870 SH   SOLE   27,870 0 0
CVS HEALTH CORP COM 126650100 249 2,691 SH   SOLE   2,691 0 0
D R HORTON INC COM 23331A109 212 3,205 SH   SOLE   3,205 0 0
DEVON ENERGY CORP NEW COM 25179M103 433 7,853 SH   SOLE   7,853 0 0
DISCOVER FINL SVCS COM 254709108 1,518 16,046 SH   SOLE   16,046 0 0
DOW INC COM 260557103 3,499 67,798 SH   SOLE   67,798 0 0
EQUINIX INC COM 29444U700 52,890 80,500 SH   SOLE   80,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 2,585 36,681 SH   SOLE   36,681 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 94 1,301 SH   SOLE   1,301 0 0
LAUDER ESTEE COS INC CL A 518439104 4,766 18,716 SH   SOLE   18,716 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,677 27,463 SH   SOLE   27,463 0 0
EXTRA SPACE STORAGE INC COM 30225T102 367 2,158 SH   SOLE   2,158 0 0
EXXON MOBIL CORP COM 30231G102 42,903 500,968 SH   SOLE   500,968 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 6,875 75,000 SH   SOLE   75,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 7,100 49,239 SH   SOLE   49,239 0 0
FORD MTR CO DEL COM 345370860 20,746 1,863,967 SH   SOLE   1,863,967 0 0
FRANKLIN RESOURCES INC COM 354613101 871 37,387 SH   SOLE   37,387 0 0
GENERAL MTRS CO COM 37045V100 65 2,037 SH   SOLE   2,037 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 17,304 58,260 SH   SOLE   58,260 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 991 15,142 SH   SOLE   15,142 0 0
HERSHEY CO COM 427866108 5,951 27,660 SH   SOLE   27,660 0 0
HOME DEPOT INC COM 437076102 27,427 100,000 SH   SOLE   100,000 0 0
HONEYWELL INTL INC COM 438516106 8,869 51,025 SH   SOLE   51,025 0 0
INCYTE CORP COM 45337C102 15,194 200,000 SH   SOLE   200,000 0 0
INTEL CORP COM 458140100 37,410 1,000,000 SH   SOLE   1,000,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 30 319 SH   SOLE   319 0 0
INTUIT COM 461202103 183 474 SH   SOLE   474 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 27,096 135,000 SH   SOLE   135,000 0 0
INVITATION HOMES INC COM 46187W107 2,253 63,326 SH   SOLE   63,326 0 0
ISHARES TR MSCI ACWI ETF 464288257 83,890 1,000,000 SH   SOLE   1,000,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 116,691 2,910,000 SH   SOLE   2,910,000 0 0
SMUCKER J M CO COM NEW 832696405 3,913 30,567 SH   SOLE   30,567 0 0
JOHNSON & JOHNSON COM 478160104 89,110 502,000 SH   SOLE   502,000 0 0
JPMORGAN CHASE & CO COM 46625H100 27,919 247,928 SH   SOLE   247,928 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 27,027 825,000 SH   SOLE   825,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 930 3,968 SH   SOLE   3,968 0 0
LAM RESEARCH CORP COM 512807108 18,602 43,652 SH   SOLE   43,652 0 0
LAS VEGAS SANDS CORP COM 517834107 45 1,333 SH   SOLE   1,333 0 0
LEAR CORP COM NEW 521865204 1,520 12,071 SH   SOLE   12,071 0 0
LENNAR CORP CL A 526057104 178 2,522 SH   SOLE   2,522 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,332 16,133 SH   SOLE   16,133 0 0
LOWES COS INC COM 548661107 225 1,291 SH   SOLE   1,291 0 0
LUMEN TECHNOLOGIES INC COM 550241103 167 15,282 SH   SOLE   15,282 0 0
MASIMO CORP COM 574795100 1,014 7,761 SH   SOLE   7,761 0 0
MCDONALDS CORP COM 580135101 24,937 101,010 SH   SOLE   101,010 0 0
MCKESSON CORP COM 58155Q103 1,724 5,286 SH   SOLE   5,286 0 0
FACEBOOK INC CL A 30303M102 51,421 318,893 SH   SOLE   318,893 0 0
MGIC INVT CORP WIS COM 552848103 5,127 406,932 SH   SOLE   406,932 0 0
MICRON TECHNOLOGY INC COM 595112103 38,881 703,352 SH   SOLE   703,352 0 0
MICROSOFT CORP COM 594918104 154,766 602,599 SH   SOLE   602,599 0 0
MORGAN STANLEY COM NEW 617446448 818 10,753 SH   SOLE   10,753 0 0
NEW YORK TIMES CO CL A 650111107 992 35,553 SH   SOLE   35,553 0 0
NIKE INC CL B 654106103 29,046 284,207 SH   SOLE   284,207 0 0
NVIDIA CORPORATION COM 67066G104 21,471 141,640 SH   SOLE   141,640 0 0
OLIN CORP COM PAR $1 680665205 13,421 290,000 SH   SOLE   290,000 0 0
ORACLE CORP COM 68389X105 17,580 251,604 SH   SOLE   251,604 0 0
PAYPAL HLDGS INC COM 70450Y103 89 1,281 SH   SOLE   1,281 0 0
PEPSICO INC COM 713448108 27,866 167,200 SH   SOLE   167,200 0 0
PLAYTIKA HLDG CORP COM 72815L107 635 47,928 SH   SOLE   47,928 0 0
PNC FINL SVCS GROUP INC COM 693475105 118 745 SH   SOLE   745 0 0
PROCTER AND GAMBLE CO COM 742718109 50,384 350,402 SH   SOLE   350,402 0 0
QUALCOMM INC COM 747525103 934 7,311 SH   SOLE   7,311 0 0
QUEST DIAGNOSTICS INC COM 74834L100 6,550 49,258 SH   SOLE   49,258 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 504 26,899 SH   SOLE   26,899 0 0
REXFORD INDL RLTY INC COM 76169C100 2,145 37,241 SH   SOLE   37,241 0 0
ROYAL GOLD INC COM 780287108 3,859 36,136 SH   SOLE   36,136 0 0
S&P GLOBAL INC COM 78409V104 43 128 SH   SOLE   128 0 0
SALESFORCE COM INC COM 79466L302 443 2,683 SH   SOLE   2,683 0 0
SIMON PPTY GROUP INC NEW COM 828806109 332 3,500 SH   SOLE   3,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,093 25,243 SH   SOLE   25,243 0 0
TEMPUR SEALY INTL INC COM 88023U101 126 5,897 SH   SOLE   5,897 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 22,001 40,496 SH   SOLE   40,496 0 0
TRADEWEB MKTS INC CL A 892672106 842 12,333 SH   SOLE   12,333 0 0
TRAVELERS COMPANIES INC COM 89417E109 15,192 89,822 SH   SOLE   89,822 0 0
TYSON FOODS INC CL A 902494103 44 508 SH   SOLE   508 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,113 249,889 SH   SOLE   249,889 0 0
UNDER ARMOUR INC CL A 904311107 808 97,014 SH   SOLE   97,014 0 0
UNITEDHEALTH GROUP INC COM 91324P102 77,593 151,067 SH   SOLE   151,067 0 0
US BANCORP DEL COM NEW 902973304 286 6,218 SH   SOLE   6,218 0 0
VERISK ANALYTICS INC COM 92345Y106 629 3,636 SH   SOLE   3,636 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 12,229 240,959 SH   SOLE   240,959 0 0
WP CAREY INC COM 92936U109 2,555 30,832 SH   SOLE   30,832 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,217 111,274 SH   SOLE   111,274 0 0
WALMART INC COM 931142103 12,349 101,570 SH   SOLE   101,570 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 62 4,648 SH   SOLE   4,648 0 0
WELLS FARGO CO NEW COM 949746101 263 6,727 SH   SOLE   6,727 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 11,095 335,000 SH   SOLE   335,000 0 0
WILLIAMS COS INC COM 969457100 36,200 1,159,877 SH   SOLE   1,159,877 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 211 1,068 SH   SOLE   1,068 0 0
WYNN RESORTS LTD COM 983134107 7,102 124,637 SH   SOLE   124,637 0 0