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
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OMB Number: 3235-0006
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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
ABBOTT LABS COM 002824100   72,737,000 700,000 SH   SOLE   700,000 0 0
AbbVie Inc COM 00287Y109   6,860,800 40,000 SH   SOLE   40,000 0 0
Adobe Inc COM 00724F101   10,555,260 19,000 SH   SOLE   19,000 0 0
Advanced Micro Devices Inc COM 007903107   22,855,389 140,900 SH   SOLE   140,900 0 0
Akamai Technologies Inc COM 00971T101   342,304 3,800 SH   SOLE   3,800 0 0
Alphabet Inc CAP STK CL A 02079K305   271,603,865 1,491,100 SH   SOLE   1,491,100 0 0
Alphabet Inc CAP STK CL C 02079K107   145,818,900 795,000 SH   SOLE   795,000 0 0
AMAZON COM INC COM 023135106   254,568,225 1,317,300 SH   SOLE   1,317,300 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   5,037,240 39,000 SH   SOLE   39,000 0 0
Analog Devices Inc COM 032654105   34,558,564 151,400 SH   SOLE   151,400 0 0
Aon PLC SHS CL A G0403H108   7,339,500 25,000 SH   SOLE   25,000 0 0
Apple Inc COM 037833100   662,216,029 3,144,127 SH   SOLE   3,144,127 0 0
APPLIED MATLS INC COM 038222105   141,594,000 600,000 SH   SOLE   600,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   4,231,500 70,000 SH   SOLE   70,000 0 0
AstraZeneca PLC SPONSORED ADR 046353108   4,601,410 59,000 SH   SOLE   59,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   6,922,010 29,000 SH   SOLE   29,000 0 0
BANK AMERICA CORP COM 060505104   25,253,950 635,000 SH   SOLE   635,000 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,287,635 21,500 SH   SOLE   21,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   34,903,847 85,801 SH   SOLE   85,801 0 0
Booking Holdings Inc COM 09857L108   138,652,500 35,000 SH   SOLE   35,000 0 0
Broadcom Inc COM 11135F101   188,168,116 117,200 SH   SOLE   117,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   9,201,725 29,900 SH   SOLE   29,900 0 0
Caterpillar Inc COM 149123101   51,630,500 155,000 SH   SOLE   155,000 0 0
CENTENE CORP DEL COM 15135B101   7,094,100 107,000 SH   SOLE   107,000 0 0
SCHWAB CHARLES CORP COM 808513105   13,043,130 177,000 SH   SOLE   177,000 0 0
CISCO SYS INC COM 17275R102   142,834,064 3,006,400 SH   SOLE   3,006,400 0 0
COCA COLA CO COM 191216100   98,593,850 1,549,000 SH   SOLE   1,549,000 0 0
COLGATE PALMOLIVE CO COM 194162103   60,650,000 625,000 SH   SOLE   625,000 0 0
Conocophillips COM 20825C104   144,530,568 1,263,600 SH   SOLE   1,263,600 0 0
COSTCO WHSL CORP NEW COM 22160K105   61,199,280 72,000 SH   SOLE   72,000 0 0
CSX Corp COM 126408103   7,385,760 220,800 SH   SOLE   220,800 0 0
Dynatrace Inc COM NEW 268150109   8,965,896 200,400 SH   SOLE   200,400 0 0
ELI LILLY & CO COM 532457108   193,479,706 213,700 SH   SOLE   213,700 0 0
Exxon Mobil Corp COM 30231G102   4,814,434 41,821 SH   SOLE   41,821 0 0
Full Truck Alliance Co Ltd SPONSORED ADS 35969L108   8,040,000 1,000,000 SH   SOLE   1,000,000 0 0
General Dynamics Corp COM 369550108   50,774,500 175,000 SH   SOLE   175,000 0 0
GLOBAL PMTS INC COM 37940X102   27,366,100 283,000 SH   SOLE   283,000 0 0
Goldman Sachs Group Inc COM 38141G104   49,348,112 109,100 SH   SOLE   109,100 0 0
Hess Corp COM 42809H107   5,900,800 40,000 SH   SOLE   40,000 0 0
Home Depot Inc COM 437076102   10,017,384 29,100 SH   SOLE   29,100 0 0
Humana Inc COM 444859102   32,059,170 85,800 SH   SOLE   85,800 0 0
Huntington Bancshares Inc COM 446150104   1,173,020 89,000 SH   SOLE   89,000 0 0
Intel Corp COM 458140100   42,205,916 1,362,800 SH   SOLE   1,362,800 0 0
ISHARES TR 20 YR TR BD ETF 464287432   13,426,496 146,290 SH   SOLE   146,290 0 0
ISHARES TR MSCI ACWI ETF 464288257   144,602,600 1,286,500 SH   SOLE   1,286,500 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   1,842,480 27,000 SH   SOLE   27,000 0 0
ISHARES TR TIPS BD ETF 464287176   10,678,000 100,000 SH   SOLE   100,000 0 0
Johnson & Johnson COM 478160104   18,971,568 129,800 SH   SOLE   129,800 0 0
JPMORGAN CHASE & CO. COM 46625H100   53,113,476 262,600 SH   SOLE   262,600 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   5,782,280 214,000 SH   SOLE   214,000 0 0
Lam Research Corp COM 512807108   10,116,075 9,500 SH   SOLE   9,500 0 0
Li Auto Inc SPONSORED ADS 50202M102   7,152,000 400,000 SH   SOLE   400,000 0 0
Light & Wonder Inc COM 80874P109   35,659,200 340,000 SH   SOLE   340,000 0 0
Linde PLC SHS G54950103   59,239,350 135,000 SH   SOLE   135,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   279,342,512 633,200 SH   SOLE   633,200 0 0
MATCH GROUP INC NEW COM 57667L107   91,261,520 3,004,000 SH   SOLE   3,004,000 0 0
MCDONALDS CORP COM 580135101   8,460,688 33,200 SH   SOLE   33,200 0 0
Mckesson Corp COM 58155Q103   20,441,400 35,000 SH   SOLE   35,000 0 0
Merck & Co Inc COM 58933Y105   37,350,460 301,700 SH   SOLE   301,700 0 0
Meta Platforms Inc CL A 30303M102   368,988,196 731,800 SH   SOLE   731,800 0 0
Micron Technology Inc COM 595112103   136,501,834 1,037,800 SH   SOLE   1,037,800 0 0
Microsoft Corp COM 594918104   539,155,785 1,206,300 SH   SOLE   1,206,300 0 0
Morningstar Inc COM 617700109   5,621,150 19,000 SH   SOLE   19,000 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   13,991,400 180,000 SH   SOLE   180,000 0 0
NEWMONT CORP COM 651639106   13,398,400 320,000 SH   SOLE   320,000 0 0
Nike Inc CL B 654106103   139,962,090 1,857,000 SH   SOLE   1,857,000 0 0
NRG Energy Inc COM NEW 629377508   56,915,660 731,000 SH   SOLE   731,000 0 0
NVIDIA CORPORATION COM 67066G104   600,219,090 4,858,500 SH   SOLE   4,858,500 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   20,065,140 19,000 SH   SOLE   19,000 0 0
Oracle Corp COM 68389X105   36,288,400 257,000 SH   SOLE   257,000 0 0
PAYPAL HLDGS INC COM 70450Y103   12,650,540 218,000 SH   SOLE   218,000 0 0
PDD Holdings Inc SPONSORED ADS 722304102   69,532,850 523,000 SH   SOLE   523,000 0 0
PepsiCo Inc COM 713448108   165,111,423 1,001,100 SH   SOLE   1,001,100 0 0
Pfizer Inc COM 717081103   9,725,848 347,600 SH   SOLE   347,600 0 0
PG&E Corp COM 69331C108   110,223,234 6,312,900 SH   SOLE   6,312,900 0 0
PNC FINL SVCS GROUP INC COM 693475105   4,135,768 26,600 SH   SOLE   26,600 0 0
PPG INDS INC COM 693506107   27,695,800 220,000 SH   SOLE   220,000 0 0
PROCTER AND GAMBLE CO COM 742718109   224,291,200 1,360,000 SH   SOLE   1,360,000 0 0
Progressive Corp COM 743315103   93,054,080 448,000 SH   SOLE   448,000 0 0
Qualcomm Inc COM 747525103   84,133,632 422,400 SH   SOLE   422,400 0 0
REGENERON PHARMACEUTICALS COM 75886F107   39,939,140 38,000 SH   SOLE   38,000 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   2,344,680 117,000 SH   SOLE   117,000 0 0
S&P Global Inc COM 78409V104   9,856,600 22,100 SH   SOLE   22,100 0 0
Salesforce Inc COM 79466L302   168,066,270 653,700 SH   SOLE   653,700 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   36,634,722 979,800 SH   SOLE   979,800 0 0
SHERWIN WILLIAMS CO COM 824348106   16,592,708 55,600 SH   SOLE   55,600 0 0
SPDR GOLD TR GOLD SHS 78463V107   118,255,500 550,000 SH   SOLE   550,000 0 0
Starbucks Corp COM 855244109   7,785,000 100,000 SH   SOLE   100,000 0 0
STRYKER CORPORATION COM 863667101   66,348,750 195,000 SH   SOLE   195,000 0 0
PRICE T ROWE GROUP INC COM 74144T108   1,268,410 11,000 SH   SOLE   11,000 0 0
TAL Education Group SPONSORED ADS 874080104   14,031,050 1,315,000 SH   SOLE   1,315,000 0 0
Target Corp COM 87612E106   86,499,772 584,300 SH   SOLE   584,300 0 0
Tesla Inc COM 88160R101   43,157,628 218,100 SH   SOLE   218,100 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   14,982,500 922,000 SH   SOLE   922,000 0 0
TEXAS INSTRS INC COM 882508104   155,234,940 798,000 SH   SOLE   798,000 0 0
Texas Roadhouse Inc COM 882681109   10,817,730 63,000 SH   SOLE   63,000 0 0
Thermo Fisher Scientific Inc COM 883556102   157,605,000 285,000 SH   SOLE   285,000 0 0
TJX COS INC NEW COM 872540109   35,011,800 318,000 SH   SOLE   318,000 0 0
TRUIST FINL CORP COM 89832Q109   7,770,000 200,000 SH   SOLE   200,000 0 0
Unitedhealth Group Inc COM 91324P102   75,472,332 148,200 SH   SOLE   148,200 0 0
UNITED STATES STL CORP NEW COM 912909108   7,560,000 200,000 SH   SOLE   200,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   77,767,560 2,292,000 SH   SOLE   2,292,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   37,486,800 890,000 SH   SOLE   890,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   6,826,560 156,000 SH   SOLE   156,000 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   5,631,500 50,000 SH   SOLE   50,000 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   8,501,730 53,000 SH   SOLE   53,000 0 0
Vertex Pharmaceuticals Inc COM 92532F100   16,405,200 35,000 SH   SOLE   35,000 0 0
Walmart Inc COM 931142103   243,986,214 3,603,400 SH   SOLE   3,603,400 0 0
DISNEY WALT CO COM 254687106   9,929,000 100,000 SH   SOLE   100,000 0 0
WELLS FARGO CO NEW COM 949746101   3,135,792 52,800 SH   SOLE   52,800 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   3,407,820 13,000 SH   SOLE   13,000 0 0