#	Issuer	Ticker	Shares	Value	% of Portfolio
1	MICROSOFT ORD	MSFT	354,509	$171.4M	9.41%
2	MICROSOFT ORD	MSFT	338,414	$163.7M	8.98%
3	RENAISSANCERE ORD	RNR-PG	334,374	$94.0M	5.16%
4	SEL SECTOR:TECH SPDR	81369Y803	596,326	$85.9M	4.71%
5	SAFETY INSURANCE GROUP ORD	78648T100	1,026,751	$80.0M	4.39%
6	SAFETY INSURANCE GROUP ORD	78648T100	815,533	$63.5M	3.49%
7	GE AEROSPACE ORD	369604301	190,754	$58.8M	3.23%
8	AMAZON COM ORD	AMZN	245,478	$56.7M	3.11%
9	GE AEROSPACE ORD	369604301	179,141	$55.2M	3.03%
10	SEL SECTOR:HC SS SPDR	81369Y209	332,074	$51.4M	2.82%
11	INTEL ORD	INTC	1,376,744	$50.8M	2.79%
12	SEL SCTR:COMS SS SPDR	81369Y852	428,427	$50.4M	2.77%
13	AMAZON COM ORD	AMZN	214,972	$49.6M	2.72%
14	SEL SCTR:COMS SS SPDR	81369Y852	372,347	$43.8M	2.41%
15	WALMART ORD	WMT	382,452	$42.6M	2.34%
16	SEL SECTOR:MAT SS SPDR	81369Y100	925,356	$42.0M	2.30%
17	ALPHABET CL A ORD	GOOG	127,117	$39.8M	2.18%
18	WALMART ORD	WMT	344,598	$38.4M	2.11%
19	WW GRAINGER ORD	384802104	37,380	$37.7M	2.07%
20	SEL SECTOR:TECH SPDR	81369Y803	257,098	$37.0M	2.03%