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 11,910 80,000 SH   SOLE   80,000 0 0
ABBOTT LABS COM 002824100 21,108 178,341 SH   SOLE   178,341 0 0
ABBVIE INC COM 00287Y109 52,620 324,598 SH   SOLE   324,598 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 26,589 78,847 SH   SOLE   78,847 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,157 6,931 SH   SOLE   6,931 0 0
ADVANCED MICRO DEVICES INC COM 007903107 42,267 386,569 SH   SOLE   386,569 0 0
AGCO CORP COM 001084102 14,018 96,000 SH   SOLE   96,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 17,202 130,000 SH   SOLE   130,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,291 11,387 SH   SOLE   11,387 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 2,510 161,747 SH   SOLE   161,747 0 0
ALIGN TECHNOLOGY INC COM 016255101 4,360 10,000 SH   SOLE   10,000 0 0
ALPHABET INC CAP STK CL C 02079K107 34,074 12,200 SH   SOLE   12,200 0 0
ALPHABET INC CAP STK CL A 02079K305 224,733 80,800 SH   SOLE   80,800 0 0
AMAZON COM INC COM 023135106 213,803 65,585 SH   SOLE   65,585 0 0
AMERICAN EXPRESS CO COM 025816109 3,690 19,735 SH   SOLE   19,735 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,774 7,063 SH   SOLE   7,063 0 0
AMETEK INC COM 031100100 2,569 19,294 SH   SOLE   19,294 0 0
AMGEN INC COM 031162100 18,692 77,299 SH   SOLE   77,299 0 0
ANALOG DEVICES INC COM 032654105 2,185 13,230 SH   SOLE   13,230 0 0
ANTHEM INC COM 036752103 14,736 30,000 SH   SOLE   30,000 0 0
APPLE INC COM 037833100 388,024 2,222,237 SH   SOLE   2,222,237 0 0
APPLIED MATLS INC COM 038222105 29,655 225,000 SH   SOLE   225,000 0 0
APTIV PLC SHS G6095L109 1,716 14,336 SH   SOLE   14,336 0 0
AT&T INC COM 00206R102 2,254 95,423 SH   SOLE   95,423 0 0
ATMOS ENERGY CORP COM 049560105 2,389 20,001 SH   SOLE   20,001 0 0
AUTODESK INC COM 052769106 6,430 30,000 SH   SOLE   30,000 0 0
BECTON DICKINSON & CO COM 075887109 7,980 30,000 SH   SOLE   30,000 0 0
BEST BUY INC COM 086516101 4,090 45,000 SH   SOLE   45,000 0 0
BIO RAD LABS INC CL A 090572207 9,011 16,000 SH   SOLE   16,000 0 0
BIOGEN INC COM 09062X103 4,212 20,000 SH   SOLE   20,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 8,095 105,000 SH   SOLE   105,000 0 0
BK OF AMERICA CORP COM 060505104 4,033 97,849 SH   SOLE   97,849 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 383,017 7,580,000 SH   SOLE   7,580,000 0 0
BLACKROCK INC COM 09247X101 2,329 3,048 SH   SOLE   3,048 0 0
BLOCK INC CL A 852234103 1,523 11,236 SH   SOLE   11,236 0 0
BOOKING HOLDINGS INC COM 09857L108 1,665 709 SH   SOLE   709 0 0
BOSTON SCIENTIFIC CORP COM 101137107 15,944 360,000 SH   SOLE   360,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 34,993 479,160 SH   SOLE   479,160 0 0
BROADCOM INC COM 11135F101 54,093 85,907 SH   SOLE   85,907 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 7,001 65,000 SH   SOLE   65,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 3,187 19,180 SH   SOLE   19,180 0 0
CANADIAN IMP BK COMM COM 136069101 2,612 21,507 SH   SOLE   21,507 0 0
CANADIAN NATL RY CO COM 136375102 15,487 115,350 SH   SOLE   115,350 0 0
CANADIAN PAC RY LTD COM 13645T100 19,809 240,000 SH   SOLE   240,000 0 0
CARNIVAL CORP COMMON STOCK 143658300 1,402 69,366 SH   SOLE   69,366 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 18,709 407,872 SH   SOLE   407,872 0 0
CATERPILLAR INC COM 149123101 35,950 161,343 SH   SOLE   161,343 0 0
CENTENE CORP DEL COM 15135B101 7,998 95,000 SH   SOLE   95,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,657 3,039 SH   SOLE   3,039 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,884 1,191 SH   SOLE   1,191 0 0
CIGNA CORP NEW COM 125523100 10,260 42,822 SH   SOLE   42,822 0 0
CISCO SYS INC COM 17275R102 2,247 40,309 SH   SOLE   40,309 0 0
CITIGROUP INC COM NEW 172967424 1,900 35,591 SH   SOLE   35,591 0 0
COCA COLA CO COM 191216100 16,325 263,308 SH   SOLE   263,308 0 0
COMCAST CORP NEW CL A 20030N101 2,116 45,199 SH   SOLE   45,199 0 0
COPART INC COM 217204106 9,814 78,221 SH   SOLE   78,221 0 0
COSTAR GROUP INC COM 22160N109 6,994 105,000 SH   SOLE   105,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,762 4,798 SH   SOLE   4,798 0 0
CSX CORP COM 126408103 13,856 370,000 SH   SOLE   370,000 0 0
CUMMINS INC COM COM 231021106 8,409 41,000 SH   SOLE   41,000 0 0
CVS HEALTH CORP COM 126650100 19,229 190,000 SH   SOLE   190,000 0 0
DANAHER CORPORATION COM 235851102 29,636 101,034 SH   SOLE   101,034 0 0
DATADOG INC CL A COM 23804L103 18,176 120,000 SH   SOLE   120,000 0 0
DBX ETF TR XTKR EMGRIN MKTS 233051192 703,903 22,999,990 SH   SOLE   22,999,990 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 104,621 3,161,714 SH   SOLE   3,161,714 0 0
DECKERS OUTDOOR CORP COM 243537107 9,581 35,000 SH   SOLE   35,000 0 0
DEERE & CO COM 244199105 35,729 86,000 SH   SOLE   86,000 0 0
DEXCOM INC COM 252131107 7,162 14,000 SH   SOLE   14,000 0 0
DISNEY WALT CO COM 254687106 2,645 19,285 SH   SOLE   19,285 0 0
DOLLAR GEN CORP NEW COM 256677105 10,018 45,000 SH   SOLE   45,000 0 0
ECOLAB INC COM 278865100 4,414 25,000 SH   SOLE   25,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,063 60,000 SH   SOLE   60,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 7,827 300,000 SH   SOLE   300,000 0 0
EMERSON ELEC CO COM 291011104 16,021 163,398 SH   SOLE   163,398 0 0
EQUIFAX INC COM 294429105 7,113 30,000 SH   SOLE   30,000 0 0
FASTENAL CO COM 311900104 5,940 100,000 SH   SOLE   100,000 0 0
FEDEX CORP COM 31428X106 11,338 49,000 SH   SOLE   49,000 0 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 42,488 800,000 SH   SOLE   800,000 0 0
FORD MTR CO DEL COM 345370860 5,918 350,000 SH   SOLE   350,000 0 0
FRANCO NEV CORP COM 351858105 2,846 17,871 SH   SOLE   17,871 0 0
GENERAC HLDGS INC COM 368736104 6,242 21,000 SH   SOLE   21,000 0 0
GENERAL MTRS CO COM 37045V100 7,393 169,023 SH   SOLE   169,023 0 0
GILEAD SCIENCES INC COM 375558103 11,295 190,000 SH   SOLE   190,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,791 8,457 SH   SOLE   8,457 0 0
GRAINGER W W INC COM 384802104 7,221 14,000 SH   SOLE   14,000 0 0
HALLIBURTON CO COM 406216101 2,976 78,591 SH   SOLE   78,591 0 0
HASBRO INC COM 418056107 4,096 50,000 SH   SOLE   50,000 0 0
HCA HEALTHCARE INC COM 40412C101 7,518 30,000 SH   SOLE   30,000 0 0
HOME DEPOT INC COM 437076102 22,800 76,171 SH   SOLE   76,171 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 10,521 100,000 SH   SOLE   100,000 0 0
HUMANA INC COM 444859102 8,703 20,000 SH   SOLE   20,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 14,373 68,643 SH   SOLE   68,643 0 0
INTEL CORP COM 458140100 2,097 42,317 SH   SOLE   42,317 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,679 12,919 SH   SOLE   12,919 0 0
INTERNATIONAL PAPER CO COM 460146103 1,592 34,503 SH   SOLE   34,503 0 0
INTUIT COM 461202103 2,266 4,713 SH   SOLE   4,713 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 22,123 73,333 SH   SOLE   73,333 0 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 301,820 4,735,188 SH   SOLE   4,735,188 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 28,184 77,742 SH   SOLE   77,742 0 0
ISHARES INC CORE MSCI EMKT 46434G103 515,128 9,273,241 SH   SOLE   9,273,241 0 0
ISHARES INC MSCI CDA ETF 464286509 25,986 646,266 SH   SOLE   646,266 0 0
ISHARES INC MSCI HONG KG ETF 464286871 39,135 1,733,980 SH   SOLE   1,733,980 0 0
ISHARES TR IBOXX HI YD ETF 464288513 45,259 550,000 SH   SOLE   550,000 0 0
ISHARES TR JPMORGAN USD EMG 464288281 284,090 2,906,000 SH   SOLE   2,906,000 0 0
ISHARES TR S&P 500 VAL ETF 464287408 266,894 1,713,940 SH   SOLE   1,713,940 0 0
ISHARES TR MSCI INDIA ETF 46429B598 10,120 227,068 SH   SOLE   227,068 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 7,005 45,000 SH   SOLE   45,000 0 0
JOHNSON & JOHNSON COM 478160104 46,742 263,740 SH   SOLE   263,740 0 0
JOHNSON CTLS INTL PLC SHS G51502105 9,933 151,500 SH   SOLE   151,500 0 0
JPMORGAN CHASE & CO COM 46625H100 4,924 36,125 SH   SOLE   36,125 0 0
KENNAMETAL INC COM 489170100 6,151 215,000 SH   SOLE   215,000 0 0
KINDER MORGAN INC DEL COM 49456B101 2,045 108,178 SH   SOLE   108,178 0 0
KLA CORP COM NEW 482480100 21,963 60,000 SH   SOLE   60,000 0 0
LENNOX INTL INC COM 526107107 9,088 35,244 SH   SOLE   35,244 0 0
LILLY ELI & CO COM 532457108 48,761 170,274 SH   SOLE   170,274 0 0
LINDE PLC SHS G5494J103 2,032 6,364 SH   SOLE   6,364 0 0
LOWES COS INC COM 548661107 10,990 54,357 SH   SOLE   54,357 0 0
MARRIOTT INTL INC NEW CL A 571903202 2,682 15,265 SH   SOLE   15,265 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,526 29,456 SH   SOLE   29,456 0 0
MCDONALDS CORP COM 580135101 2,709 10,958 SH   SOLE   10,958 0 0
MCKESSON CORP COM 58155Q103 18,367 60,000 SH   SOLE   60,000 0 0
MEDTRONIC PLC SHS G5960L103 24,168 217,835 SH   SOLE   217,835 0 0
MERCK & CO INC COM 58933Y105 34,854 424,800 SH   SOLE   424,800 0 0
META PLATFORMS INC CL A 30303M102 87,958 395,566 SH   SOLE   395,566 0 0
MICROSOFT CORP COM 594918104 360,150 1,168,143 SH   SOLE   1,168,143 0 0
MID-AMER APT CMNTYS INC COM 59522J103 4,190 20,009 SH   SOLE   20,009 0 0
MODERNA INC COM 60770K107 15,503 90,000 SH   SOLE   90,000 0 0
MONDELEZ INTL INC CL A 609207105 6,278 100,000 SH   SOLE   100,000 0 0
MORGAN STANLEY COM NEW 617446448 2,876 32,911 SH   SOLE   32,911 0 0
NETFLIX INC COM 64110L106 1,727 4,612 SH   SOLE   4,612 0 0
NEXTERA ENERGY INC COM 65339F101 8,894 105,000 SH   SOLE   105,000 0 0
NIKE INC CL B 654106103 16,051 119,286 SH   SOLE   119,286 0 0
NORFOLK SOUTHN CORP COM 655844108 5,704 20,000 SH   SOLE   20,000 0 0
NVIDIA CORPORATION COM 67066G104 57,901 212,204 SH   SOLE   212,204 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 4,778 16,000 SH   SOLE   16,000 0 0
ORGANON & CO COMMON STOCK 68622V106 628 17,981 SH   SOLE   17,981 0 0
OWENS CORNING NEW COM 690742101 9,184 100,372 SH   SOLE   100,372 0 0
PARKER-HANNIFIN CORP COM 701094104 11,350 40,000 SH   SOLE   40,000 0 0
PAYCHEX INC COM 704326107 2,478 18,160 SH   SOLE   18,160 0 0
PAYPAL HLDGS INC COM 70450Y103 1,720 14,876 SH   SOLE   14,876 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 3,302 125,000 SH   SOLE   125,000 0 0
PEPSICO INC COM 713448108 15,944 95,257 SH   SOLE   95,257 0 0
PFIZER INC COM 717081103 28,902 558,282 SH   SOLE   558,282 0 0
PHILLIPS 66 COM 718546104 3,079 35,648 SH   SOLE   35,648 0 0
PLANET FITNESS INC CL A 72703H101 4,224 50,000 SH   SOLE   50,000 0 0
PLUG POWER INC COM NEW 72919P202 7,152 250,000 SH   SOLE   250,000 0 0
PROCTER AND GAMBLE CO COM 742718109 26,857 175,769 SH   SOLE   175,769 0 0
PRUDENTIAL FINL INC COM 744320102 4,195 35,500 SH   SOLE   35,500 0 0
QUALCOMM INC COM 747525103 35,712 233,690 SH   SOLE   233,690 0 0
QUANTA SVCS INC COM 74762E102 9,475 72,000 SH   SOLE   72,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 6,984 10,000 SH   SOLE   10,000 0 0
REPUBLIC SVCS INC COM 760759100 10,600 80,000 SH   SOLE   80,000 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 5,291 89,511 SH   SOLE   89,511 0 0
ROCKWELL AUTOMATION INC COM 773903109 11,201 40,000 SH   SOLE   40,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 9,680 20,500 SH   SOLE   20,500 0 0
ROYAL BK CDA COM 780087102 3,100 28,135 SH   SOLE   28,135 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 5,864 70,000 SH   SOLE   70,000 0 0
S&P GLOBAL INC COM 78409V104 2,425 5,914 SH   SOLE   5,914 0 0
SALESFORCE COM INC COM 79466L302 9,059 42,671 SH   SOLE   42,671 0 0
SCHLUMBERGER LTD COM STK 806857108 4,053 98,121 SH   SOLE   98,121 0 0
SEAGEN INC COM 81181C104 7,202 50,000 SH   SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 227,705 3,000,462 SH   SOLE   3,000,462 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6,150 44,894 SH   SOLE   44,894 0 0
SERVICENOW INC COM 81762P102 13,245 23,784 SH   SOLE   23,784 0 0
SHOPIFY INC CL A 82509L107 1,361 2,011 SH   SOLE   2,011 0 0
SMITH A O CORP COM 831865209 5,750 90,000 SH   SOLE   90,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 14,184 44,000 SH   SOLE   44,000 0 0
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 101,052 1,146,830 SH   SOLE   1,146,830 0 0
SPDR SER TR S&P REGL BKG 78464A698 85,040 1,234,262 SH   SOLE   1,234,262 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 672,265 4,996,400 SH   SOLE   4,996,400 0 0
STARBUCKS CORP COM 855244109 2,147 23,607 SH   SOLE   23,607 0 0
STERIS PLC SHS USD G8473T100 3,626 15,000 SH   SOLE   15,000 0 0
STRYKER CORPORATION COM 863667101 15,369 57,488 SH   SOLE   57,488 0 0
SUNRUN INC COM 86771W105 6,681 220,000 SH   SOLE   220,000 0 0
TARGET CORP COM 87612E106 4,244 20,000 SH   SOLE   20,000 0 0
TELADOC HEALTH INC COM 87918A105 1,045 14,497 SH   SOLE   14,497 0 0
TELEFLEX INCORPORATED COM 879369106 7,096 20,000 SH   SOLE   20,000 0 0
TESLA INC COM 88160R101 168,587 156,447 SH   SOLE   156,447 0 0
TEXAS INSTRS INC COM 882508104 2,250 12,264 SH   SOLE   12,264 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 46,302 78,393 SH   SOLE   78,393 0 0
TJX COS INC NEW COM 872540109 9,412 155,368 SH   SOLE   155,368 0 0
TRACTOR SUPPLY CO COM 892356106 5,834 25,000 SH   SOLE   25,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 7,635 50,000 SH   SOLE   50,000 0 0
TRANSUNION COM 89400J107 2,034 19,684 SH   SOLE   19,684 0 0
TRIMBLE INC COM 896239100 5,049 70,000 SH   SOLE   70,000 0 0
TWILIO INC CL A 90138F102 1,361 8,262 SH   SOLE   8,262 0 0
TWITTER INC COM 90184L102 25,949 670,700 SH   SOLE   670,700 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,704 300,000 SH   SOLE   300,000 0 0
ULTA BEAUTY INC COM 90384S303 3,982 10,000 SH   SOLE   10,000 0 0
UNION PAC CORP COM 907818108 30,539 111,780 SH   SOLE   111,780 0 0
UNITED PARCEL SERVICE INC CL B 911312106 12,867 60,000 SH   SOLE   60,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 69,301 135,894 SH   SOLE   135,894 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,006,056 2,423,241 SH   SOLE   2,423,241 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 176,382 2,050,000 SH   SOLE   2,050,000 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 157,656 378,544 SH   SOLE   378,544 0 0
VERISK ANALYTICS INC COM 92345Y106 2,290 10,671 SH   SOLE   10,671 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,452 47,620 SH   SOLE   47,620 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 10,252 39,287 SH   SOLE   39,287 0 0
VISA INC COM CL A 92826C839 21,546 97,155 SH   SOLE   97,155 0 0
VOYA FINANCIAL INC COM 929089100 10,616 160,000 SH   SOLE   160,000 0 0
WASTE MGMT INC DEL COM 94106L109 10,302 65,000 SH   SOLE   65,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 12,717 325,000 SH   SOLE   325,000 0 0
XYLEM INC COM 98419M100 5,541 65,000 SH   SOLE   65,000 0 0
ZIONS BANCORPORATION N A COM 989701107 3,123 47,636 SH   SOLE   47,636 0 0
ZOETIS INC CL A 98978V103 15,087 80,000 SH   SOLE   80,000 0 0