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
ABBOTT LABS COM 002824100 20,196 185,885 SH   SOLE   185,885 0 0
ABBVIE INC COM 00287Y109 56,256 367,306 SH   SOLE   367,306 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 24,452 88,069 SH   SOLE   88,069 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 33,196 90,686 SH   SOLE   90,686 0 0
ADVANCED MICRO DEVICES INC COM 007903107 26,028 340,370 SH   SOLE   340,370 0 0
AERCAP HOLDINGS NV SHS N00985106 3,630 88,669 SH   SOLE   88,669 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 17,815 150,000 SH   SOLE   150,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 3,487 24,045 SH   SOLE   24,045 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 3,697 275,681 SH   SOLE   275,681 0 0
ALPHABET INC CAP STK CL A 02079K305 116,498 53,458 SH   SOLE   53,458 0 0
AMAZON COM INC COM 023135106 75,589 711,700 SH   SOLE   711,700 0 0
AMERICAN EXPRESS CO COM 025816109 3,284 23,691 SH   SOLE   23,691 0 0
AMETEK INC COM 031100100 3,584 32,623 SH   SOLE   32,623 0 0
AMGEN INC COM 031162100 21,897 90,000 SH   SOLE   90,000 0 0
ANALOG DEVICES INC COM 032654105 3,922 26,853 SH   SOLE   26,853 0 0
APPLE INC COM 037833100 234,500 1,715,186 SH   SOLE   1,715,186 0 0
APPLIED MATLS INC COM 038222105 18,196 200,000 SH   SOLE   200,000 0 0
AT&T INC COM 00206R102 3,963 189,105 SH   SOLE   189,105 0 0
AUTODESK INC COM 052769106 18,281 106,310 SH   SOLE   106,310 0 0
BECTON DICKINSON & CO COM 075887109 7,395 30,000 SH   SOLE   30,000 0 0
BIO RAD LABS INC CL A 090572207 7,920 16,000 SH   SOLE   16,000 0 0
BIOGEN INC COM 09062X103 7,137 35,000 SH   SOLE   35,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 8,701 105,000 SH   SOLE   105,000 0 0
BK OF AMERICA CORP COM 060505104 3,398 109,186 SH   SOLE   109,186 0 0
BLACKROCK ETF TRUST US CARBON TRANS 09290C509 200,925 4,814,000 SH   SOLE   4,814,000 0 0
BLACKROCK INC COM COM 09247X101 3,554 5,837 SH   SOLE   5,837 0 0
BOSTON SCIENTIFIC CORP COM 101137107 15,280 410,000 SH   SOLE   410,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 45,978 597,128 SH   SOLE   597,128 0 0
BROADCOM INC COM 11135F101 47,195 97,149 SH   SOLE   97,149 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 6,589 65,000 SH   SOLE   65,000 0 0
CAE INC COM 124765108 4,918 200,000 SH   SOLE   200,000 0 0
CANADIAN IMP BK COMM COM 136069101 3,536 72,976 SH   SOLE   72,976 0 0
CANADIAN NATL RY CO COM 136375102 9,540 85,000 SH   SOLE   85,000 0 0
CANADIAN PAC RY LTD COM 13645T100 16,761 240,000 SH   SOLE   240,000 0 0
CATERPILLAR INC COM 149123101 15,373 86,000 SH   SOLE   86,000 0 0
CENTENE CORP DEL COM 15135B101 10,999 130,000 SH   SOLE   130,000 0 0
CIGNA CORP NEW COM 125523100 15,811 60,000 SH   SOLE   60,000 0 0
CISCO SYS INC COM 17275R102 3,731 87,511 SH   SOLE   87,511 0 0
COCA COLA CO COM 191216100 24,444 388,559 SH   SOLE   388,559 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 4,826 93,516 SH   SOLE   93,516 0 0
COMCAST CORP NEW CL A 20030N101 3,589 91,487 SH   SOLE   91,487 0 0
COPART INC COM 217204106 4,955 45,605 SH   SOLE   45,605 0 0
COSTCO WHSL CORP NEW COM 22160K105 3,938 8,218 SH   SOLE   8,218 0 0
CSX CORP COM 126408103 14,530 500,000 SH   SOLE   500,000 0 0
CVS HEALTH CORP COM 126650100 20,385 220,000 SH   SOLE   220,000 0 0
DANAHER CORPORATION COM 235851102 26,588 104,876 SH   SOLE   104,876 0 0
DATADOG INC CL A COM 23804L103 14,286 150,000 SH   SOLE   150,000 0 0
DBX ETF TR XTKR EMGRIN MKTS 233051192 482,665 17,824,990 SH   SOLE   17,824,990 0 0
DECKERS OUTDOOR CORP COM 243537107 8,937 35,000 SH   SOLE   35,000 0 0
DEERE & CO COM 244199105 14,973 50,000 SH   SOLE   50,000 0 0
DEXCOM INC COM 252131107 7,154 96,000 SH   SOLE   96,000 0 0
DISNEY WALT CO COM 254687106 3,411 36,143 SH   SOLE   36,143 0 0
DOCUSIGN INC COM 256163106 9,125 159,041 SH   SOLE   159,041 0 0
DOLLAR GEN CORP NEW COM 256677105 7,363 30,000 SH   SOLE   30,000 0 0
EATON CORP PLC SHS G29183103 7,559 60,000 SH   SOLE   60,000 0 0
ECOLAB INC COM 278865100 15,376 100,000 SH   SOLE   100,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,656 70,000 SH   SOLE   70,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 5,889 300,000 SH   SOLE   300,000 0 0
ELBIT SYS LTD ORD M3760D101 1,351 5,891 SH   SOLE   5,891 0 0
ELEVANCE HEALTH INC COM 036752103 19,303 40,000 SH   SOLE   40,000 0 0
EMERSON ELEC CO COM 291011104 18,274 229,749 SH   SOLE   229,749 0 0
EQUIFAX INC COM 294429105 5,483 30,000 SH   SOLE   30,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 4,832 49,588 SH   SOLE   49,588 0 0
FEDEX CORP COM 31428X106 16,776 74,000 SH   SOLE   74,000 0 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 32,192 800,000 SH   SOLE   800,000 0 0
FORD MTR CO DEL COM 345370860 3,895 350,000 SH   SOLE   350,000 0 0
GARTNER INC COM COM 366651107 10,208 42,212 SH   SOLE   42,212 0 0
GENERAL ELECTRIC CO COM NEW 369604301 9,550 150,000 SH   SOLE   150,000 0 0
GENERAL MTRS CO COM 37045V100 3,970 125,000 SH   SOLE   125,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 4,644 180,000 SH   SOLE   180,000 0 0
GILEAD SCIENCES INC COM 375558103 13,598 220,000 SH   SOLE   220,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,042 13,609 SH   SOLE   13,609 0 0
HASBRO INC COM COM 418056107 4,094 50,000 SH   SOLE   50,000 0 0
HCA HEALTHCARE INC COM 40412C101 2,520 15,000 SH   SOLE   15,000 0 0
HOME DEPOT INC COM 437076102 17,132 62,465 SH   SOLE   62,465 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 7,976 100,000 SH   SOLE   100,000 0 0
HUMANA INC COM 444859102 9,361 20,000 SH   SOLE   20,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 10,935 60,000 SH   SOLE   60,000 0 0
INTEL CORP COM 458140100 3,343 89,365 SH   SOLE   89,365 0 0
INTUIT COM 461202103 3,618 9,387 SH   SOLE   9,387 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 16,686 83,136 SH   SOLE   83,136 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 216,067 770,897 SH   SOLE   770,897 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 173,926 6,350,000 SH   SOLE   6,350,000 0 0
ISHARES INC MSCI CDA ETF 464286509 21,766 646,266 SH   SOLE   646,266 0 0
ISHARES INC MSCI HONG KG ETF 464286871 38,494 1,733,980 SH   SOLE   1,733,980 0 0
ISHARES TR IBOXX HI YD ETF 464288513 40,485 550,000 SH   SOLE   550,000 0 0
ISHARES TR MSCI INDIA ETF 46429B598 8,939 227,068 SH   SOLE   227,068 0 0
ISHARES TR S&P 500 VAL ETF 464287408 36,762 267,440 SH   SOLE   267,440 0 0
ISHARES TR JPMORGAN USD EMG 464288281 247,939 2,906,000 SH   SOLE   2,906,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 10,920 70,000 SH   SOLE   70,000 0 0
JOHNSON & JOHNSON COM 478160104 46,816 263,740 SH   SOLE   263,740 0 0
JOHNSON CTLS INTL PLC SHS G51502105 4,788 100,000 SH   SOLE   100,000 0 0
JPMORGAN CHASE & CO COM 46625H100 4,068 36,125 SH   SOLE   36,125 0 0
KENNAMETAL INC COM 489170100 4,994 215,000 SH   SOLE   215,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 10,292 74,665 SH   SOLE   74,665 0 0
KLA CORP COM NEW 482480100 49,901 156,393 SH   SOLE   156,393 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 77,149 2,355,000 SH   SOLE   2,355,000 0 0
KROGER CO COM 501044101 4,733 100,000 SH   SOLE   100,000 0 0
LENNOX INTL INC COM 526107107 5,066 24,524 SH   SOLE   24,524 0 0
LILLY ELI & CO COM 532457108 62,924 194,073 SH   SOLE   194,073 0 0
LINDE PLC SHS G5494J103 2,864 10,000 SH   SOLE   10,000 0 0
LINDE PLC SHS G5494J103 3,927 13,661 SH   SOLE   13,661 0 0
LOWES COS INC COM 548661107 9,860 56,450 SH   SOLE   56,450 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,522 25,901 SH   SOLE   25,901 0 0
MARVELL TECHNOLOGY INC COM 573874104 8,579 197,099 SH   SOLE   197,099 0 0
MASTERCARD INCORPORATED CL A 57636Q104 29,079 92,174 SH   SOLE   92,174 0 0
MCDONALDS CORP COM COM 580135101 4,225 17,116 SH   SOLE   17,116 0 0
MCKESSON CORP COM 58155Q103 24,465 75,000 SH   SOLE   75,000 0 0
MEDTRONIC PLC SHS G5960L103 15,257 170,000 SH   SOLE   170,000 0 0
MERCK & CO INC COM 58933Y105 48,320 530,000 SH   SOLE   530,000 0 0
META PLATFORMS INC CL A 30303M102 36,050 223,566 SH   SOLE   223,566 0 0
MICROSOFT CORP COM 594918104 252,372 982,643 SH   SOLE   982,643 0 0
MID-AMER APT CMNTYS INC COM 59522J103 3,868 22,146 SH   SOLE   22,146 0 0
MODERNA INC COM 60770K107 12,856 90,000 SH   SOLE   90,000 0 0
MONDELEZ INTL INC CL A 609207105 6,829 110,000 SH   SOLE   110,000 0 0
MORGAN STANLEY COM NEW 617446448 3,937 51,774 SH   SOLE   51,774 0 0
NETFLIX INC COM 64110L106 59,455 340,000 SH   SOLE   340,000 0 0
NEXTERA ENERGY INC COM 65339F101 8,133 105,000 SH   SOLE   105,000 0 0
NIKE INC CL B 654106103 9,648 94,412 SH   SOLE   94,412 0 0
NORFOLK SOUTHN CORP COM 655844108 6,818 30,000 SH   SOLE   30,000 0 0
NUTRIEN LTD COM 67077M108 3,338 42,015 SH   SOLE   42,015 0 0
NVIDIA CORPORATION COM 67066G104 26,862 177,204 SH   SOLE   177,204 0 0
ON HLDG AG NAMEN AKT A H5919C104 3,538 200,000 SH   SOLE   200,000 0 0
PARKER-HANNIFIN CORP COM 701094104 12,794 52,000 SH   SOLE   52,000 0 0
PAYCHEX INC COM 704326107 3,622 31,815 SH   SOLE   31,815 0 0
PAYCOM SOFTWARE INC COM 70432V102 10,022 35,780 SH   SOLE   35,780 0 0
PAYPAL HLDGS INC COM 70450Y103 9,287 132,988 SH   SOLE   132,988 0 0
PEPSICO INC COM 713448108 29,160 174,967 SH   SOLE   174,967 0 0
PFIZER INC COM 717081103 25,240 481,407 SH   SOLE   481,407 0 0
PHILLIPS 66 COM 718546104 3,694 45,056 SH   SOLE   45,056 0 0
PLANET FITNESS INC CL A 72703H101 3,400 50,000 SH   SOLE   50,000 0 0
PLUG POWER INC COM NEW 72919P202 8,285 500,000 SH   SOLE   500,000 0 0
PROCTER AND GAMBLE CO COM 742718109 27,130 188,682 SH   SOLE   188,682 0 0
PRUDENTIAL FINL INC COM 744320102 3,625 37,893 SH   SOLE   37,893 0 0
QUALCOMM INC COM 747525103 27,946 218,774 SH   SOLE   218,774 0 0
REGENERON PHARMACEUTICALS COM 75886F107 8,866 15,000 SH   SOLE   15,000 0 0
REPUBLIC SVCS INC COM COM 760759100 12,694 97,000 SH   SOLE   97,000 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 5,811 89,511 SH   SOLE   89,511 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,979 30,000 SH   SOLE   30,000 0 0
ROLLINS INC COM 775711104 5,936 170,000 SH   SOLE   170,000 0 0
ROYAL BK CDA COM 780087102 3,788 39,207 SH   SOLE   39,207 0 0
S&P GLOBAL INC COM 78409V104 3,937 11,681 SH   SOLE   11,681 0 0
SALESFORCE INC COM 79466L302 18,175 110,128 SH   SOLE   110,128 0 0
SCHLUMBERGER LTD COM STK 806857108 0 0 SH   SOLE   0 0 0
SEA LTD SPONSORD ADS 81141R100 3,226 48,256 SH   SOLE   48,256 0 0
SEAGEN INC COM 81181C104 12,385 70,000 SH   SOLE   70,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 216,573 3,000,462 SH   SOLE   3,000,462 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5,757 44,894 SH   SOLE   44,894 0 0
SERVICENOW INC COM 81762P102 9,510 20,000 SH   SOLE   20,000 0 0
SMITH A O CORP COM 831865209 4,921 90,000 SH   SOLE   90,000 0 0
SNAP INC CL A CL A 83304A106 23,994 1,827,487 SH   SOLE   1,827,487 0 0
SNOWFLAKE INC CL A 833445109 11,974 86,109 SH   SOLE   86,109 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 13,684 50,000 SH   SOLE   50,000 0 0
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 47,455 516,830 SH   SOLE   516,830 0 0
SPLUNK INC COM 848637104 9,438 106,695 SH   SOLE   106,695 0 0
STRYKER CORPORATION COM 863667101 8,951 45,000 SH   SOLE   45,000 0 0
SYNOPSYS INC COM 871607107 10,425 34,328 SH   SOLE   34,328 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,086 82,319 SH   SOLE   82,319 0 0
TAPESTRY INC COM 876030107 4,578 150,000 SH   SOLE   150,000 0 0
TELEFLEX INCORPORATED COM 879369106 7,375 30,000 SH   SOLE   30,000 0 0
TEREX CORP NEW COM 880779103 1,584 57,883 SH   SOLE   57,883 0 0
TESLA INC COM 88160R101 106,618 158,324 SH   SOLE   158,324 0 0
TEXAS INSTRS INC COM 882508104 3,730 24,282 SH   SOLE   24,282 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 43,640 80,327 SH   SOLE   80,327 0 0
THOMSON REUTERS CORP COM NEW 884903709 4,161 40,000 SH   SOLE   40,000 0 0
TJX COS INC NEW COM 872540109 8,677 155,368 SH   SOLE   155,368 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 3,549 54,240 SH   SOLE   54,240 0 0
TRACTOR SUPPLY CO COM 892356106 4,846 25,000 SH   SOLE   25,000 0 0
TRIMBLE INC COM 896239100 13,824 237,416 SH   SOLE   237,416 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,115 250,000 SH   SOLE   250,000 0 0
ULTA BEAUTY INC COM 90384S303 3,854 10,000 SH   SOLE   10,000 0 0
UNION PAC CORP COM 907818108 24,313 114,000 SH   SOLE   114,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 3,542 100,000 SH   SOLE   100,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 21,904 120,000 SH   SOLE   120,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 66,125 128,742 SH   SOLE   128,742 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 269,782 777,741 SH   SOLE   777,741 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 164,041 2,050,000 SH   SOLE   2,050,000 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 1,008,702 3,088,968 SH   SOLE   3,088,968 0 0
VERISK ANALYTICS INC COM 92345Y106 13,460 77,768 SH   SOLE   77,768 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 18,410 65,334 SH   SOLE   65,334 0 0
VISA INC COM CL A 92826C839 41,278 209,652 SH   SOLE   209,652 0 0
VOYA FINANCIAL INC COM 929089100 10,715 180,000 SH   SOLE   180,000 0 0
WASTE CONNECTIONS INC COM 94106B101 7,437 60,000 SH   SOLE   60,000 0 0
WASTE MGMT INC DEL COM 94106L109 17,745 116,000 SH   SOLE   116,000 0 0
WORKDAY INC CL A 98138H101 9,879 70,781 SH   SOLE   70,781 0 0
XYLEM INC COM 98419M100 5,081 65,000 SH   SOLE   65,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 6,466 22,000 SH   SOLE   22,000 0 0
ZIONS BANCORPORATION N A COM 989701107 3,572 70,178 SH   SOLE   70,178 0 0
ZOETIS INC CL A 98978V103 18,907 110,000 SH   SOLE   110,000 0 0
ZSCALER INC COM 98980G102 10,263 68,649 SH   SOLE   68,649 0 0