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 BBG001S5T7X2 10,193,200 85,000 SH   SOLE   85,000 0 0
ABBOTT LABS COM 002824100 BBG001S5N9M6 24,406,317 222,300 SH   SOLE   222,300 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 35,117,853 217,300 SH   SOLE   217,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 7,563,140 98,800 SH   SOLE   98,800 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 23,102,785 68,650 SH   SOLE   68,650 0 0
ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 15,056,784 71,393 SH   SOLE   71,393 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 705,840 8,000 SH   SOLE   8,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 181,472,371 2,045,220 SH   SOLE   2,045,220 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 129,771,600 1,544,900 SH   SOLE   1,544,900 0 0
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 17,730,000 120,000 SH   SOLE   120,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 8,018,832 126,800 SH   SOLE   126,800 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 32,520,510 153,500 SH   SOLE   153,500 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 10,204,760 34,000 SH   SOLE   34,000 0 0
APPLE INC COM 037833100 BBG001S5N8V8 304,052,961 2,340,129 SH   SOLE   2,340,129 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 8,523,830 463,000 SH   SOLE   463,000 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 41,906,074 1,265,280 SH   SOLE   1,265,280 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 82,167,400 266,000 SH   SOLE   266,000 0 0
BIOGEN INC COM 09062X103 BBG001S67826 9,359,896 33,800 SH   SOLE   33,800 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 38,712,664 585,137 SH   SOLE   585,137 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 BBG00ZS43SF2 90,096,177 2,123,908 SH   SOLE   2,123,908 0 0
BLACKROCK ETF TRUST WORLD EX US CARB 09290C608 BBG00ZS444Z2 79,221,623 2,053,970 SH   SOLE   2,053,970 0 0
BOEING CO COM 097023105 BBG001S5P0V3 20,001,450 105,000 SH   SOLE   105,000 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 13,159,778 6,530 SH   SOLE   6,530 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 33,596,647 726,100 SH   SOLE   726,100 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 49,716,011 690,980 SH   SOLE   690,980 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 80,295,541 143,608 SH   SOLE   143,608 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 2,489,920 15,500 SH   SOLE   15,500 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 39,144,104 163,400 SH   SOLE   163,400 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 89,762,949 500,100 SH   SOLE   500,100 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 26,282,988 551,700 SH   SOLE   551,700 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 4,353,433 96,251 SH   SOLE   96,251 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 68,177,198 1,071,800 SH   SOLE   1,071,800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 5,756,116 100,649 SH   SOLE   100,649 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 35,872,226 1,025,800 SH   SOLE   1,025,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 7,137,900 30,800 SH   SOLE   30,800 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 28,276,589 481,058 SH   SOLE   481,058 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 18,214,350 39,900 SH   SOLE   39,900 0 0
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 35,260,974 259,960 SH   SOLE   259,960 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 44,595,422 478,543 SH   SOLE   478,543 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 19,036,944 44,400 SH   SOLE   44,400 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 3,877,480 118,000 SH   SOLE   118,000 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 27,520,717 243,030 SH   SOLE   243,030 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 16,273,145 187,306 SH   SOLE   187,306 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 31,116,156 453,390 SH   SOLE   453,390 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 51,529,667 328,319 SH   SOLE   328,319 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 16,098,936 110,600 SH   SOLE   110,600 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 26,494,906 355,112 SH   SOLE   355,112 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 18,165,219 366,900 SH   SOLE   366,900 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 52,846,936 479,120 SH   SOLE   479,120 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 6,235,200 36,000 SH   SOLE   36,000 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 31,048,704 307,200 SH   SOLE   307,200 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJX06 28,475,519 937,620 SH   SOLE   937,620 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 18,271,834 218,067 SH   SOLE   218,067 0 0
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 16,978,108 504,700 SH   SOLE   504,700 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 515,100 6,000 SH   SOLE   6,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 63,124,576 183,833 SH   SOLE   183,833 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 52,104,668 367,400 SH   SOLE   367,400 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 37,239,894 117,900 SH   SOLE   117,900 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 60,496,890 282,300 SH   SOLE   282,300 0 0
HYATT HOTELS CORP COM CL A 448579102 BBG001SFNHB8 17,235,067 190,548 SH   SOLE   190,548 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 24,995,970 94,200 SH   SOLE   94,200 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 94,887,280 356,344 SH   SOLE   356,344 0 0
ISHARES INC MSCI STH KOR ETF 464286772 BBG001SF9FC7 24,681,760 437,000 SH   SOLE   437,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 BBG001SFGL81 17,154,424 427,152 SH   SOLE   427,152 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 50,525,065 1,785,338 SH   SOLE   1,785,338 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 9,321,590 71,000 SH   SOLE   71,000 0 0
ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 38,968,408 459,100 SH   SOLE   459,100 0 0
ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 66,401,927 1,459,383 SH   SOLE   1,459,383 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 148,575,580 3,920,200 SH   SOLE   3,920,200 0 0
ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 14,112,294 338,100 SH   SOLE   338,100 0 0
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 161,536,747 2,394,911 SH   SOLE   2,394,911 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 252,855,128 1,450,190 SH   SOLE   1,450,190 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 98,005,420 554,800 SH   SOLE   554,800 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 74,509,313 555,625 SH   SOLE   555,625 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 38,494,763 102,100 SH   SOLE   102,100 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 17,021,587 354,100 SH   SOLE   354,100 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 12,624,750 139,500 SH   SOLE   139,500 0 0
LILLY ELI & CO COM 532457108 BBG001S5STL8 40,937,496 111,900 SH   SOLE   111,900 0 0
LINDE PLC SHS G5494J103 BBG00GVR8YR8 27,953,626 85,700 SH   SOLE   85,700 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 30,423,948 152,700 SH   SOLE   152,700 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 13,139,112 79,400 SH   SOLE   79,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 14,674,206 42,200 SH   SOLE   42,200 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 38,949,734 147,800 SH   SOLE   147,800 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 15,174,053 195,240 SH   SOLE   195,240 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 89,845,091 809,780 SH   SOLE   809,780 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 80,044,873 665,156 SH   SOLE   665,156 0 0
METLIFE INC COM 59156R108 BBG001S5T3R8 8,090,966 111,800 SH   SOLE   111,800 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 316,536,499 1,319,892 SH   SOLE   1,319,892 0 0
MODERNA INC COM 60770K107 BBG003PHHZV8 7,364,420 41,000 SH   SOLE   41,000 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 49,580,935 743,900 SH   SOLE   743,900 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 63,259,131 744,050 SH   SOLE   744,050 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 39,881,930 135,248 SH   SOLE   135,248 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 54,028,314 461,741 SH   SOLE   461,741 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 38,574,627 70,700 SH   SOLE   70,700 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 54,101,028 370,200 SH   SOLE   370,200 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 11,324,260 138,540 SH   SOLE   138,540 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 24,495,368 312,800 SH   SOLE   312,800 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 20,888,826 293,300 SH   SOLE   293,300 0 0
PEPSICO INC COM 713448108 BBG001S695T1 28,526,214 157,900 SH   SOLE   157,900 0 0
PFIZER INC COM 717081103 BBG001S5V466 29,422,008 574,200 SH   SOLE   574,200 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 52,093,394 514,706 SH   SOLE   514,706 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 44,307,660 194,000 SH   SOLE   194,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 23,517,266 148,900 SH   SOLE   148,900 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 67,601,368 446,037 SH   SOLE   446,037 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 11,686,871 90,100 SH   SOLE   90,100 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 12,566,142 114,300 SH   SOLE   114,300 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 50,582,618 501,215 SH   SOLE   501,215 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 18,681,931 140,900 SH   SOLE   140,900 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 33,340,169 623,647 SH   SOLE   623,647 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 21,002,680 437,647 SH   SOLE   437,647 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 87,225,084 997,200 SH   SOLE   997,200 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 60,303,937 1,763,273 SH   SOLE   1,763,273 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 35,527,137 275,063 SH   SOLE   275,063 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 25,100,985 336,700 SH   SOLE   336,700 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 153,485,550 2,177,100 SH   SOLE   2,177,100 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 92,687,641 744,838 SH   SOLE   744,838 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 13,472,969 34,700 SH   SOLE   34,700 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 23,095,628 196,592 SH   SOLE   196,592 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 153,131,091 400,416 SH   SOLE   400,416 0 0
SPDR SER TR S&P INS ETF 78464A789 BBG001SPTB50 51,584,715 1,259,700 SH   SOLE   1,259,700 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 31,813,440 320,700 SH   SOLE   320,700 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 42,029,016 341,200 SH   SOLE   341,200 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 33,572,704 203,200 SH   SOLE   203,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 88,349,950 160,435 SH   SOLE   160,435 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 29,364,440 368,900 SH   SOLE   368,900 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 64,890,980 463,507 SH   SOLE   463,507 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 3,893,281 8,300 SH   SOLE   8,300 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 35,450,384 171,200 SH   SOLE   171,200 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 25,606,632 147,300 SH   SOLE   147,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 110,595,548 208,600 SH   SOLE   208,600 0 0
US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 17,936,793 411,300 SH   SOLE   411,300 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D59 16,064,244 472,200 SH   SOLE   472,200 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 21,989,168 266,600 SH   SOLE   266,600 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 601,680 12,000 SH   SOLE   12,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,095,338 28,100 SH   SOLE   28,100 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 139,271,101 2,512,105 SH   SOLE   2,512,105 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 BBG001SHTV36 20,913,750 325,000 SH   SOLE   325,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 43,311,080 1,099,266 SH   SOLE   1,099,266 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 12,475,296 43,200 SH   SOLE   43,200 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 92,484,572 445,151 SH   SOLE   445,151 0 0
VMWARE INC CL A COM 928563402 BBG001S6TFZ0 16,916,328 137,800 SH   SOLE   137,800 0 0
WALMART INC COM 931142103 BBG001S5XH92 52,461,166 369,992 SH   SOLE   369,992 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 17,703,578 1,867,466 SH   SOLE   1,867,466 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 53,320,420 1,291,364 SH   SOLE   1,291,364 0 0
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 3,978,885 60,700 SH   SOLE   60,700 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00HCY3Q76 16,558,182 232,200 SH   SOLE   232,200 0 0