The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| MICROSOFT CORP | COM | 594918104 | 45,748 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 9,217 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | ||
| WALT DISNEY CO/THE | COM DISNEY | 254687106 | 12,863 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 6,366 | 104,500 | SH | SOLE | 104,500 | 0 | 0 | ||
| NIKE INC -CL B | CL B | 654106103 | 17,198 | 203,000 | SH | SOLE | 203,000 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 9,873 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 22,787 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 10,595 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 3,012 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 34,764 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | ||
| ESTEE LAUDER COMPANIES-CL A | CL A | 518439104 | 17,874 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 48,072 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 8,150 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 14,220 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| STRYKER CORP | COM | 863667101 | 15,636 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 20,537 | 182,000 | SH | SOLE | 182,000 | 0 | 0 | ||
| ADOBE SYSTEMS INC | COM | 00724F101 | 16,467 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| FMC CORP | COM NEW | 302491303 | 11,333 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 16,934 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 18,707 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SHERWIN-WILLIAMS CO/THE | COM | 824348106 | 12,928 | 28,400 | SH | SOLE | 28,400 | 0 | 0 | ||
| BIOGEN INC | COM | 09062X103 | 14,132 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SALESFORCE.COM INC | COM | 79466L302 | 13,359 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 18,942 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| MASTERCARD INC - A | CL A | 57636Q104 | 21,371 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
| FACEBOOK INC-A | CL A | 30303M102 | 24,833 | 151,000 | SH | SOLE | 151,000 | 0 | 0 | ||
| PAYPAL HOLDINGS INC-W/I | COM | 70450Y103 | 18,007 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 36,212 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 13,677 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 19,046 | 9,600 | SH | SOLE | 9,600 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | COM CL A | 92826C839 | 23,564 | 157,000 | SH | SOLE | 157,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 10,482 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
| ACCENTURE PLC-CL A | SHS CLASS A | G1151C101 | 18,126 | 106,500 | SH | SOLE | 106,500 | 0 | 0 | ||
| MERCK & CO. INC. | COM | 58933Y105 | 18,799 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||