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 Laboratories | COM | 002824100 | 27,904 | 256,400 | SH | | SOLE | | 256,400 | 0 | 0 |
AbbVie, Inc. | COM | 00287Y109 | 24,622 | 281,100 | SH | | SOLE | | 281,100 | 0 | 0 |
Accenture plc Class A | COM | G1151C101 | 8,927 | 39,500 | SH | | SOLE | | 39,500 | 0 | 0 |
Activision Blizzard, Inc. | COM | 00507V109 | 11,309 | 139,700 | SH | | SOLE | | 139,700 | 0 | 0 |
Adams Natural Resources Fund, Inc. | COM | 00548F105 | 21,387 | 2,186,774 | SH | | SOLE | | 2,186,774 | 0 | 0 |
Adobe Inc. | COM | 00724F101 | 32,516 | 66,300 | SH | | SOLE | | 66,300 | 0 | 0 |
Alexion Pharmaceuticals, Inc. | COM | 015351109 | 10,436 | 91,200 | SH | | SOLE | | 91,200 | 0 | 0 |
Alliant Energy Corporation | COM | 018802108 | 12,468 | 241,400 | SH | | SOLE | | 241,400 | 0 | 0 |
Alphabet Inc. Class A | COM | 02079K305 | 58,771 | 40,100 | SH | | SOLE | | 40,100 | 0 | 0 |
Amazon.com, Inc. | COM | 023135106 | 106,742 | 33,900 | SH | | SOLE | | 33,900 | 0 | 0 |
American Tower Corporation | COM | 03027X100 | 16,776 | 69,400 | SH | | SOLE | | 69,400 | 0 | 0 |
AmerisourceBergen Corporation | COM | 03073E105 | 15,081 | 155,600 | SH | | SOLE | | 155,600 | 0 | 0 |
Amphenol Corporation Class A | COM | 032095101 | 4,255 | 39,300 | SH | | SOLE | | 39,300 | 0 | 0 |
Aon plc | COM | G0403H108 | 17,494 | 84,800 | SH | | SOLE | | 84,800 | 0 | 0 |
Apple Inc. | COM | 037833100 | 130,298 | 1,125,100 | SH | | SOLE | | 1,125,100 | 0 | 0 |
Applied Materials, Inc. | COM | 038222105 | 10,980 | 184,700 | SH | | SOLE | | 184,700 | 0 | 0 |
AT&T Inc. | COM | 00206R102 | 13,040 | 457,382 | SH | | SOLE | | 457,382 | 0 | 0 |
Bank of America Corp. | COM | 060505104 | 30,891 | 1,282,300 | SH | | SOLE | | 1,282,300 | 0 | 0 |
Berkshire Hathaway Inc. Class B | COM | 084670702 | 17,546 | 82,400 | SH | | SOLE | | 82,400 | 0 | 0 |
Bristol-Myers Squibb Company | COM | 110122108 | 23,815 | 395,000 | SH | | SOLE | | 395,000 | 0 | 0 |
Capital One Financial Corporation | COM | 14040H105 | 13,359 | 185,900 | SH | | SOLE | | 185,900 | 0 | 0 |
Caterpillar Inc. | COM | 149123101 | 14,035 | 94,100 | SH | | SOLE | | 94,100 | 0 | 0 |
CBRE Group, Inc. Class A | COM | 12504L109 | 6,637 | 141,300 | SH | | SOLE | | 141,300 | 0 | 0 |
CDW Corp. | COM | 12514G108 | 7,997 | 66,900 | SH | | SOLE | | 66,900 | 0 | 0 |
Centene Corporation | COM | 15135B101 | 13,503 | 231,500 | SH | | SOLE | | 231,500 | 0 | 0 |
Charter Communications, Inc. Class A | COM | 16119P108 | 14,610 | 23,400 | SH | | SOLE | | 23,400 | 0 | 0 |
Chevron Corporation | COM | 166764100 | 10,094 | 140,200 | SH | | SOLE | | 140,200 | 0 | 0 |
Chipotle Mexican Grill, Inc. | COM | 169656105 | 14,303 | 11,500 | SH | | SOLE | | 11,500 | 0 | 0 |
Cintas Corporation | COM | 172908105 | 7,921 | 23,800 | SH | | SOLE | | 23,800 | 0 | 0 |
Cisco Systems, Inc. | COM | 17275R102 | 11,533 | 292,800 | SH | | SOLE | | 292,800 | 0 | 0 |
CMS Energy Corporation | COM | 125896100 | 13,215 | 215,200 | SH | | SOLE | | 215,200 | 0 | 0 |
Comcast Corporation Class A | COM | 20030N101 | 30,911 | 668,200 | SH | | SOLE | | 668,200 | 0 | 0 |
ConocoPhillips | COM | 20825C104 | 6,906 | 210,300 | SH | | SOLE | | 210,300 | 0 | 0 |
Costco Wholesale Corporation | COM | 22160K105 | 22,578 | 63,600 | SH | | SOLE | | 63,600 | 0 | 0 |
CVS Health Corporation | COM | 126650100 | 9,297 | 159,200 | SH | | SOLE | | 159,200 | 0 | 0 |
Dick's Sporting Goods, Inc. | COM | 253393102 | 7,686 | 132,800 | SH | | SOLE | | 132,800 | 0 | 0 |
Edwards Lifesciences Corporation | COM | 28176E108 | 14,870 | 186,300 | SH | | SOLE | | 186,300 | 0 | 0 |
Eli Lilly and Company | COM | 532457108 | 19,539 | 132,000 | SH | | SOLE | | 132,000 | 0 | 0 |
Equinix, Inc. | COM | 29444U700 | 10,566 | 13,900 | SH | | SOLE | | 13,900 | 0 | 0 |
Exxon Mobil Corporation | COM | 30231G102 | 2,976 | 86,700 | SH | | SOLE | | 86,700 | 0 | 0 |
Facebook, Inc. Class A | COM | 30303M102 | 51,542 | 196,800 | SH | | SOLE | | 196,800 | 0 | 0 |
Fidelity National Information Services, Inc. | COM | 31620M106 | 18,210 | 123,700 | SH | | SOLE | | 123,700 | 0 | 0 |
General Motors Company | COM | 37045V100 | 5,809 | 196,300 | SH | | SOLE | | 196,300 | 0 | 0 |
Hilton Worldwide Holdings, Inc. | COM | 43300A203 | 9,761 | 114,400 | SH | | SOLE | | 114,400 | 0 | 0 |
Home Depot, Inc. | COM | 437076102 | 32,798 | 118,100 | SH | | SOLE | | 118,100 | 0 | 0 |
Honeywell International Inc. | COM | 438516106 | 24,659 | 149,800 | SH | | SOLE | | 149,800 | 0 | 0 |
Industrial Select Sector SPDR Fund | COM | 81369Y704 | 14,788 | 192,100 | SH | | SOLE | | 192,100 | 0 | 0 |
Intel Corporation | COM | 458140100 | 10,522 | 203,200 | SH | | SOLE | | 203,200 | 0 | 0 |
Intercontinental Exchange, Inc. | COM | 45866F104 | 20,670 | 206,600 | SH | | SOLE | | 206,600 | 0 | 0 |
Johnson & Johnson | COM | 478160104 | 23,568 | 158,300 | SH | | SOLE | | 158,300 | 0 | 0 |
JPMorgan Chase & Co. | COM | 46625H100 | 27,321 | 283,800 | SH | | SOLE | | 283,800 | 0 | 0 |
Kansas City Southern | COM | 485170302 | 13,870 | 76,700 | SH | | SOLE | | 76,700 | 0 | 0 |
L3Harris Technologies Inc. | COM | 502431109 | 15,082 | 88,800 | SH | | SOLE | | 88,800 | 0 | 0 |
Lam Research Corporation | COM | 512807108 | 14,796 | 44,600 | SH | | SOLE | | 44,600 | 0 | 0 |
Las Vegas Sands Corp. | COM | 517834107 | 8,431 | 180,700 | SH | | SOLE | | 180,700 | 0 | 0 |
Lincoln Electric Holdings, Inc. | COM | 533900106 | 10,290 | 111,800 | SH | | SOLE | | 111,800 | 0 | 0 |
Linde plc | COM | G5494J103 | 20,717 | 87,000 | SH | | SOLE | | 87,000 | 0 | 0 |
Lowe's Companies, Inc. | COM | 548661107 | 20,550 | 123,900 | SH | | SOLE | | 123,900 | 0 | 0 |
LyondellBasell Industries N.V. | COM | N53745100 | 5,061 | 71,800 | SH | | SOLE | | 71,800 | 0 | 0 |
Magna International Inc. | COM | 559222401 | 5,920 | 129,400 | SH | | SOLE | | 129,400 | 0 | 0 |
Mastercard Incorporated Class A | COM | 57636Q104 | 32,600 | 96,400 | SH | | SOLE | | 96,400 | 0 | 0 |
Merck & Co., Inc. | COM | 58933Y105 | 8,859 | 106,800 | SH | | SOLE | | 106,800 | 0 | 0 |
MetLife, Inc. | COM | 59156R108 | 18,633 | 501,300 | SH | | SOLE | | 501,300 | 0 | 0 |
Microsoft Corporation | COM | 594918104 | 142,162 | 675,900 | SH | | SOLE | | 675,900 | 0 | 0 |
Mondelez International, Inc. Class A | COM | 609207105 | 19,998 | 348,100 | SH | | SOLE | | 348,100 | 0 | 0 |
Morgan Stanley | COM | 617446448 | 17,333 | 358,500 | SH | | SOLE | | 358,500 | 0 | 0 |
Netflix, Inc. | COM | 64110L106 | 9,451 | 18,900 | SH | | SOLE | | 18,900 | 0 | 0 |
NextEra Energy, Inc. | COM | 65339F101 | 22,566 | 81,300 | SH | | SOLE | | 81,300 | 0 | 0 |
NVIDIA Corporation | COM | 67066G104 | 19,430 | 35,900 | SH | | SOLE | | 35,900 | 0 | 0 |
NVR, Inc. | COM | 62944T105 | 7,350 | 1,800 | SH | | SOLE | | 1,800 | 0 | 0 |
Oracle Corporation | COM | 68389X105 | 7,295 | 122,200 | SH | | SOLE | | 122,200 | 0 | 0 |
Parker-Hannifin Corporation | COM | 701094104 | 14,872 | 73,500 | SH | | SOLE | | 73,500 | 0 | 0 |
PayPal Holdings Inc. | COM | 70450Y103 | 8,315 | 42,200 | SH | | SOLE | | 42,200 | 0 | 0 |
PepsiCo, Inc. | COM | 713448108 | 16,452 | 118,700 | SH | | SOLE | | 118,700 | 0 | 0 |
Philip Morris International Inc. | COM | 718172109 | 19,760 | 263,500 | SH | | SOLE | | 263,500 | 0 | 0 |
Prologis, Inc. | COM | 74340W103 | 16,914 | 168,100 | SH | | SOLE | | 168,100 | 0 | 0 |
QUALCOMM Incorporated | COM | 747525103 | 19,323 | 164,200 | SH | | SOLE | | 164,200 | 0 | 0 |
Raytheon Technologies Corporation | COM | 75513E101 | 17,222 | 299,300 | SH | | SOLE | | 299,300 | 0 | 0 |
S&P Global, Inc. | COM | 78409V104 | 22,790 | 63,200 | SH | | SOLE | | 63,200 | 0 | 0 |
salesforce.com, inc. | COM | 79466L302 | 10,304 | 41,000 | SH | | SOLE | | 41,000 | 0 | 0 |
Sherwin-Williams Company | COM | 824348106 | 14,074 | 20,200 | SH | | SOLE | | 20,200 | 0 | 0 |
Simon Property Group, Inc. | COM | 828806109 | 6,067 | 93,800 | SH | | SOLE | | 93,800 | 0 | 0 |
Skyworks Solutions, Inc. | COM | 83088M102 | 12,004 | 82,500 | SH | | SOLE | | 82,500 | 0 | 0 |
T. Rowe Price Group | COM | 74144T108 | 15,502 | 120,900 | SH | | SOLE | | 120,900 | 0 | 0 |
Target Corporation | COM | 87612E106 | 26,714 | 169,700 | SH | | SOLE | | 169,700 | 0 | 0 |
Technology Select Sector SPDR Fund | COM | 81369Y803 | 18,824 | 161,300 | SH | | SOLE | | 161,300 | 0 | 0 |
Coca-Cola Company | COM | 191216100 | 29,642 | 600,400 | SH | | SOLE | | 600,400 | 0 | 0 |
Procter & Gamble Company | COM | 742718109 | 16,032 | 115,350 | SH | | SOLE | | 115,350 | 0 | 0 |
Walt Disney Company | COM | 254687106 | 16,465 | 132,700 | SH | | SOLE | | 132,700 | 0 | 0 |
Thermo Fisher Scientific Inc. | COM | 883556102 | 41,415 | 93,800 | SH | | SOLE | | 93,800 | 0 | 0 |
Union Pacific Corporation | COM | 907818108 | 28,034 | 142,400 | SH | | SOLE | | 142,400 | 0 | 0 |
United Rentals, Inc. | COM | 911363109 | 7,643 | 43,800 | SH | | SOLE | | 43,800 | 0 | 0 |
UnitedHealth Group Incorporated | COM | 91324P102 | 42,993 | 137,900 | SH | | SOLE | | 137,900 | 0 | 0 |
Utilities Select Sector SPDR Fund | COM | 81369Y886 | 6,259 | 105,400 | SH | | SOLE | | 105,400 | 0 | 0 |
Valero Energy Corporation | COM | 91913Y100 | 2,989 | 69,000 | SH | | SOLE | | 69,000 | 0 | 0 |
VeriSign, Inc. | COM | 92343E102 | 11,963 | 58,400 | SH | | SOLE | | 58,400 | 0 | 0 |
Vertex Pharmaceuticals Incorporated | COM | 92532F100 | 14,177 | 52,100 | SH | | SOLE | | 52,100 | 0 | 0 |
ViacomCBS Inc. Class B | COM | 92556H206 | 5,501 | 196,400 | SH | | SOLE | | 196,400 | 0 | 0 |
Visa Inc. Class A | COM | 92826C839 | 42,334 | 211,700 | SH | | SOLE | | 211,700 | 0 | 0 |
Walmart Inc. | COM | 931142103 | 21,140 | 151,100 | SH | | SOLE | | 151,100 | 0 | 0 |
WEC Energy Group Inc. | COM | 92939U106 | 14,186 | 146,400 | SH | | SOLE | | 146,400 | 0 | 0 |