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 | 30,727 | 256,400 | SH | | SOLE | | 256,400 | 0 | 0 |
AbbVie, Inc. | COM | 00287Y109 | 26,070 | 240,900 | SH | | SOLE | | 240,900 | 0 | 0 |
Accenture plc Class A | COM | G1151C101 | 10,912 | 39,500 | SH | | SOLE | | 39,500 | 0 | 0 |
Activision Blizzard, Inc. | COM | 00507V109 | 11,718 | 126,000 | SH | | SOLE | | 126,000 | 0 | 0 |
Adams Natural Resources Fund, Inc. | COM | 00548F105 | 32,167 | 2,186,774 | SH | | SOLE | | 2,186,774 | 0 | 0 |
Adobe Inc. | COM | 00724F101 | 26,526 | 55,800 | SH | | SOLE | | 55,800 | 0 | 0 |
Air Products and Chemicals, Inc. | COM | 009158106 | 4,473 | 15,900 | SH | | SOLE | | 15,900 | 0 | 0 |
Alaska Air Group, Inc. | COM | 011659109 | 12,402 | 179,200 | SH | | SOLE | | 179,200 | 0 | 0 |
Alexion Pharmaceuticals, Inc. | COM | 015351109 | 13,945 | 91,200 | SH | | SOLE | | 91,200 | 0 | 0 |
Alphabet Inc. Class A | COM | 02079K305 | 93,638 | 45,400 | SH | | SOLE | | 45,400 | 0 | 0 |
Amazon.com, Inc. | COM | 023135106 | 98,082 | 31,700 | SH | | SOLE | | 31,700 | 0 | 0 |
AmerisourceBergen Corporation | COM | 03073E105 | 18,372 | 155,600 | SH | | SOLE | | 155,600 | 0 | 0 |
Amphenol Corporation Class A | COM | 032095101 | 14,500 | 219,800 | SH | | SOLE | | 219,800 | 0 | 0 |
Apple Inc. | COM | 037833100 | 130,139 | 1,065,400 | SH | | SOLE | | 1,065,400 | 0 | 0 |
Arista Networks, Inc. | COM | 040413106 | 13,494 | 44,700 | SH | | SOLE | | 44,700 | 0 | 0 |
AT&T Inc. | COM | 00206R102 | 7,201 | 237,882 | SH | | SOLE | | 237,882 | 0 | 0 |
Bank of America Corp. | COM | 060505104 | 44,432 | 1,148,400 | SH | | SOLE | | 1,148,400 | 0 | 0 |
Berkshire Hathaway Inc. Class B | COM | 084670702 | 43,328 | 169,600 | SH | | SOLE | | 169,600 | 0 | 0 |
Bristol-Myers Squibb Company | COM | 110122108 | 17,064 | 270,300 | SH | | SOLE | | 270,300 | 0 | 0 |
Capital One Financial Corporation | COM | 14040H105 | 23,563 | 185,200 | SH | | SOLE | | 185,200 | 0 | 0 |
Carrier Global Corporation | COM | 14448C104 | 16,576 | 392,600 | SH | | SOLE | | 392,600 | 0 | 0 |
Caterpillar Inc. | COM | 149123101 | 29,401 | 126,800 | SH | | SOLE | | 126,800 | 0 | 0 |
CBRE Group, Inc. Class A | COM | 12504L109 | 9,968 | 126,000 | SH | | SOLE | | 126,000 | 0 | 0 |
CDW Corp. | COM | 12514G108 | 11,089 | 66,900 | SH | | SOLE | | 66,900 | 0 | 0 |
Centene Corporation | COM | 15135B101 | 8,615 | 134,800 | SH | | SOLE | | 134,800 | 0 | 0 |
Chipotle Mexican Grill, Inc. | COM | 169656105 | 15,203 | 10,700 | SH | | SOLE | | 10,700 | 0 | 0 |
Cisco Systems, Inc. | COM | 17275R102 | 14,060 | 271,900 | SH | | SOLE | | 271,900 | 0 | 0 |
CMS Energy Corporation | COM | 125896100 | 11,069 | 180,800 | SH | | SOLE | | 180,800 | 0 | 0 |
Comcast Corporation Class A | COM | 20030N101 | 38,456 | 710,700 | SH | | SOLE | | 710,700 | 0 | 0 |
ConocoPhillips | COM | 20825C104 | 16,675 | 314,800 | SH | | SOLE | | 314,800 | 0 | 0 |
Constellation Brands, Inc. Class A | COM | 21036P108 | 11,947 | 52,400 | SH | | SOLE | | 52,400 | 0 | 0 |
Costco Wholesale Corporation | COM | 22160K105 | 18,681 | 53,000 | SH | | SOLE | | 53,000 | 0 | 0 |
CVS Health Corporation | COM | 126650100 | 18,943 | 251,800 | SH | | SOLE | | 251,800 | 0 | 0 |
DuPont de Nemours, Inc. | COM | 26614N102 | 13,733 | 177,700 | SH | | SOLE | | 177,700 | 0 | 0 |
Edison International | COM | 281020107 | 11,609 | 198,100 | SH | | SOLE | | 198,100 | 0 | 0 |
Edwards Lifesciences Corporation | COM | 28176E108 | 15,582 | 186,300 | SH | | SOLE | | 186,300 | 0 | 0 |
Eli Lilly and Company | COM | 532457108 | 24,660 | 132,000 | SH | | SOLE | | 132,000 | 0 | 0 |
Equinix, Inc. | COM | 29444U700 | 13,320 | 19,600 | SH | | SOLE | | 19,600 | 0 | 0 |
Facebook, Inc. Class A | COM | 30303M102 | 55,872 | 189,700 | SH | | SOLE | | 189,700 | 0 | 0 |
Fair Isaac Corporation | COM | 303250104 | 11,957 | 24,600 | SH | | SOLE | | 24,600 | 0 | 0 |
General Motors Company | COM | 37045V100 | 11,279 | 196,300 | SH | | SOLE | | 196,300 | 0 | 0 |
Hess Corporation | COM | 42809H107 | 13,501 | 190,800 | SH | | SOLE | | 190,800 | 0 | 0 |
Hilton Worldwide Holdings, Inc. | COM | 43300A203 | 13,833 | 114,400 | SH | | SOLE | | 114,400 | 0 | 0 |
Home Depot, Inc. | COM | 437076102 | 8,333 | 27,300 | SH | | SOLE | | 27,300 | 0 | 0 |
Honeywell International Inc. | COM | 438516106 | 27,742 | 127,800 | SH | | SOLE | | 127,800 | 0 | 0 |
Huntington Ingalls Industries, Inc. | COM | 446413106 | 13,174 | 64,000 | SH | | SOLE | | 64,000 | 0 | 0 |
IDEXX Laboratories, Inc. | COM | 45168D104 | 6,752 | 13,800 | SH | | SOLE | | 13,800 | 0 | 0 |
Intercontinental Exchange, Inc. | COM | 45866F104 | 10,587 | 94,800 | SH | | SOLE | | 94,800 | 0 | 0 |
Intuit Inc. | COM | 461202103 | 19,957 | 52,100 | SH | | SOLE | | 52,100 | 0 | 0 |
Johnson & Johnson | COM | 478160104 | 23,896 | 145,400 | SH | | SOLE | | 145,400 | 0 | 0 |
JPMorgan Chase & Co. | COM | 46625H100 | 45,776 | 300,700 | SH | | SOLE | | 300,700 | 0 | 0 |
Kansas City Southern | COM | 485170302 | 12,747 | 48,300 | SH | | SOLE | | 48,300 | 0 | 0 |
Knight-Swift Transportation Holdings Inc. | COM | 499049104 | 12,215 | 254,000 | SH | | SOLE | | 254,000 | 0 | 0 |
Lam Research Corporation | COM | 512807108 | 26,548 | 44,600 | SH | | SOLE | | 44,600 | 0 | 0 |
Lamb Weston Holdings, Inc. | COM | 513272104 | 17,805 | 229,800 | SH | | SOLE | | 229,800 | 0 | 0 |
Lowe's Companies, Inc. | COM | 548661107 | 15,519 | 81,600 | SH | | SOLE | | 81,600 | 0 | 0 |
LyondellBasell Industries N.V. | COM | N53745100 | 11,945 | 114,800 | SH | | SOLE | | 114,800 | 0 | 0 |
Mastercard Incorporated Class A | COM | 57636Q104 | 39,344 | 110,500 | SH | | SOLE | | 110,500 | 0 | 0 |
MetLife, Inc. | COM | 59156R108 | 31,696 | 521,400 | SH | | SOLE | | 521,400 | 0 | 0 |
Microchip Technology Incorporated | COM | 595017104 | 17,571 | 113,200 | SH | | SOLE | | 113,200 | 0 | 0 |
Micron Technology, Inc. | COM | 595112103 | 24,372 | 276,300 | SH | | SOLE | | 276,300 | 0 | 0 |
Microsoft Corporation | COM | 594918104 | 145,729 | 618,100 | SH | | SOLE | | 618,100 | 0 | 0 |
Monster Beverage Corporation | COM | 61174X109 | 14,656 | 160,900 | SH | | SOLE | | 160,900 | 0 | 0 |
Morgan Stanley | COM | 617446448 | 32,136 | 413,800 | SH | | SOLE | | 413,800 | 0 | 0 |
Netflix, Inc. | COM | 64110L106 | 13,214 | 25,331 | SH | | SOLE | | 25,331 | 0 | 0 |
NextEra Energy, Inc. | COM | 65339F101 | 9,383 | 124,100 | SH | | SOLE | | 124,100 | 0 | 0 |
NVIDIA Corporation | COM | 67066G104 | 31,021 | 58,100 | SH | | SOLE | | 58,100 | 0 | 0 |
Oracle Corporation | COM | 68389X105 | 8,575 | 122,200 | SH | | SOLE | | 122,200 | 0 | 0 |
O'Reilly Automotive, Inc. | COM | 67103H107 | 15,065 | 29,700 | SH | | SOLE | | 29,700 | 0 | 0 |
Parker-Hannifin Corporation | COM | 701094104 | 23,184 | 73,500 | SH | | SOLE | | 73,500 | 0 | 0 |
PayPal Holdings Inc. | COM | 70450Y103 | 10,248 | 42,200 | SH | | SOLE | | 42,200 | 0 | 0 |
PepsiCo, Inc. | COM | 713448108 | 11,146 | 78,800 | SH | | SOLE | | 78,800 | 0 | 0 |
Philip Morris International Inc. | COM | 718172109 | 27,483 | 309,700 | SH | | SOLE | | 309,700 | 0 | 0 |
Post Holdings, Inc. | COM | 737446104 | 12,369 | 117,000 | SH | | SOLE | | 117,000 | 0 | 0 |
Prologis, Inc. | COM | 74340W103 | 9,837 | 92,800 | SH | | SOLE | | 92,800 | 0 | 0 |
Public Service Enterprise Group Incorporated | COM | 744573106 | 14,083 | 233,900 | SH | | SOLE | | 233,900 | 0 | 0 |
QUALCOMM Incorporated | COM | 747525103 | 20,883 | 157,500 | SH | | SOLE | | 157,500 | 0 | 0 |
Raytheon Technologies Corporation | COM | 75513E101 | 16,211 | 209,800 | SH | | SOLE | | 209,800 | 0 | 0 |
Schlumberger N.V. | COM | 806857108 | 13,320 | 489,900 | SH | | SOLE | | 489,900 | 0 | 0 |
Sherwin-Williams Company | COM | 824348106 | 14,908 | 20,200 | SH | | SOLE | | 20,200 | 0 | 0 |
Simon Property Group, Inc. | COM | 828806109 | 10,455 | 91,900 | SH | | SOLE | | 91,900 | 0 | 0 |
Southern Company | COM | 842587107 | 13,849 | 222,800 | SH | | SOLE | | 222,800 | 0 | 0 |
Steel Dynamics, Inc. | COM | 858119100 | 11,939 | 235,200 | SH | | SOLE | | 235,200 | 0 | 0 |
T. Rowe Price Group | COM | 74144T108 | 18,310 | 106,700 | SH | | SOLE | | 106,700 | 0 | 0 |
Target Corporation | COM | 87612E106 | 28,582 | 144,300 | SH | | SOLE | | 144,300 | 0 | 0 |
Tesla Motors, Inc. | COM | 88160R101 | 24,446 | 36,600 | SH | | SOLE | | 36,600 | 0 | 0 |
Boeing Company | COM | 097023105 | 24,912 | 97,800 | SH | | SOLE | | 97,800 | 0 | 0 |
Coca-Cola Company | COM | 191216100 | 14,137 | 268,200 | SH | | SOLE | | 268,200 | 0 | 0 |
Procter & Gamble Company | COM | 742718109 | 15,622 | 115,350 | SH | | SOLE | | 115,350 | 0 | 0 |
Walt Disney Company | COM | 254687106 | 24,486 | 132,700 | SH | | SOLE | | 132,700 | 0 | 0 |
Thermo Fisher Scientific Inc. | COM | 883556102 | 40,618 | 89,000 | SH | | SOLE | | 89,000 | 0 | 0 |
TJX Companies, Inc. | COM | 872540109 | 18,568 | 280,700 | SH | | SOLE | | 280,700 | 0 | 0 |
T-Mobile US, Inc. | COM | 872590104 | 12,717 | 101,500 | SH | | SOLE | | 101,500 | 0 | 0 |
Ulta Beauty, Inc. | COM | 90384S303 | 11,656 | 37,700 | SH | | SOLE | | 37,700 | 0 | 0 |
Union Pacific Corporation | COM | 907818108 | 11,395 | 51,700 | SH | | SOLE | | 51,700 | 0 | 0 |
United Rentals, Inc. | COM | 911363109 | 14,424 | 43,800 | SH | | SOLE | | 43,800 | 0 | 0 |
UnitedHealth Group Incorporated | COM | 91324P102 | 49,150 | 132,100 | SH | | SOLE | | 132,100 | 0 | 0 |
V.F. Corporation | COM | 918204108 | 14,977 | 187,400 | SH | | SOLE | | 187,400 | 0 | 0 |
Vertex Pharmaceuticals Incorporated | COM | 92532F100 | 15,300 | 71,200 | SH | | SOLE | | 71,200 | 0 | 0 |
Visa Inc. Class A | COM | 92826C839 | 40,144 | 189,600 | SH | | SOLE | | 189,600 | 0 | 0 |
Wells Fargo & Company | COM | 949746101 | 26,009 | 665,700 | SH | | SOLE | | 665,700 | 0 | 0 |
Weyerhaeuser Company | COM | 962166104 | 10,420 | 292,700 | SH | | SOLE | | 292,700 | 0 | 0 |