The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACCENTURE PLC | SHS CLASS A | G1151C101 | 25,459 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 20,884 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 55,620 | 22,250 | SH | SOLE | 22,250 | 0 | 0 | ||
| AMAZON.COM | COM | 023135106 | 48,636 | 16,600 | SH | SOLE | 16,600 | 0 | 0 | ||
| APPLE COMPUTER INC | COM | 037833100 | 70,839 | 451,400 | SH | SOLE | 451,400 | 0 | 0 | ||
| APPLIED MATERIALS | COM | 038222105 | 17,768 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 6,947 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 11,714 | 5,550 | SH | SOLE | 5,550 | 0 | 0 | ||
| COCA-COLA COMPANY | COM | 191216100 | 9,974 | 179,000 | SH | SOLE | 179,000 | 0 | 0 | ||
| DANAHER | COM | 235851102 | 18,454 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 15,341 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| ELECTRONIC ARTS | COM | 285512109 | 3,866 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 9,331 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| ESTEE LAUDER COMPANIES-CL A | CL A | 518439104 | 19,702 | 80,500 | SH | SOLE | 80,500 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 5,199 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| FMC CORP | COM NEW | 302491303 | 7,095 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| HOME DEPOT | COM | 437076102 | 14,662 | 54,500 | SH | SOLE | 54,500 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 11,933 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 25,622 | 94,500 | SH | SOLE | 94,500 | 0 | 0 | ||
| LILLY (ELI) & CO | COM | 532457108 | 18,917 | 73,500 | SH | SOLE | 73,500 | 0 | 0 | ||
| LOWE'S COS | COM | 548661107 | 9,268 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 21,841 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
| MCDONALD'S CORP | COM | 580135101 | 13,112 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| MERCK & CO | COM | 58933Y105 | 12,536 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 64,009 | 231,000 | SH | SOLE | 231,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 4,113 | 9,100 | SH | SOLE | 9,100 | 0 | 0 | ||
| NIKE -CL B | CL B | 654106103 | 16,931 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| NVIDIA | COM | 67066G104 | 41,199 | 168,000 | SH | SOLE | 168,000 | 0 | 0 | ||
| PAYPAL HOLDINGS INC-W/I | COM | 70450Y103 | 18,086 | 174,000 | SH | SOLE | 174,000 | 0 | 0 | ||
| S&P GLOBAL | COM | 78409V104 | 20,460 | 55,500 | SH | SOLE | 55,500 | 0 | 0 | ||
| SALESFORCE | COM | 79466L302 | 14,312 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 7,908 | 15,800 | SH | SOLE | 15,800 | 0 | 0 | ||
| SHERWIN-WILLIAMS CO/THE | COM | 824348106 | 15,211 | 67,800 | SH | SOLE | 67,800 | 0 | 0 | ||
| STRYKER | COM | 863667101 | 17,180 | 71,500 | SH | SOLE | 71,500 | 0 | 0 | ||
| THE WALT DISNEY CO. | COM DISNEY | 254687106 | 12,697 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | ||
| THERMO FISCHER SCIEN | COM | 883556102 | 23,092 | 43,500 | SH | SOLE | 43,500 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 15,224 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 12,291 | 38,500 | SH | SOLE | 38,500 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | COM CL A | 92826C839 | 20,430 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | ||