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 |
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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 | 18,398 | 70,050 | SH | SOLE | 70,050 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 12,571 | 44,750 | SH | SOLE | 44,750 | 0 | 0 | ||
ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 36,038 | 369,100 | SH | SOLE | 369,100 | 0 | 0 | ||
AMAZON.COM | COM | 023135106 | 32,482 | 281,600 | SH | SOLE | 281,600 | 0 | 0 | ||
APPLE COMPUTER INC | COM | 037833100 | 49,290 | 349,400 | SH | SOLE | 349,400 | 0 | 0 | ||
APPLIED MATERIALS | COM | 038222105 | 10,814 | 129,300 | SH | SOLE | 129,300 | 0 | 0 | ||
BLOCK INC | CL A | 852234103 | 2,526 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 9,309 | 5,550 | SH | SOLE | 5,550 | 0 | 0 | ||
COCA-COLA COMPANY | COM | 191216100 | 10,236 | 179,000 | SH | SOLE | 179,000 | 0 | 0 | ||
DANAHER | COM | 235851102 | 15,028 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 10,543 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
ELECTRONIC ARTS | COM | 285512109 | 4,016 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 17,527 | 53,100 | SH | SOLE | 53,100 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 7,316 | 12,600 | SH | SOLE | 12,600 | 0 | 0 | ||
ESTEE LAUDER COMPANIES-CL A | CL A | 518439104 | 13,267 | 60,200 | SH | SOLE | 60,200 | 0 | 0 | ||
FMC CORP | COM NEW | 302491303 | 4,888 | 45,300 | SH | SOLE | 45,300 | 0 | 0 | ||
HOME DEPOT | COM | 437076102 | 13,225 | 46,950 | SH | SOLE | 46,950 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 6,368 | 32,700 | SH | SOLE | 32,700 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 15,259 | 79,750 | SH | SOLE | 79,750 | 0 | 0 | ||
LOWE'S COS | COM | 548661107 | 8,627 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
MARSH & MCLENNAN COS | COM | 571748102 | 6,400 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 16,907 | 58,250 | SH | SOLE | 58,250 | 0 | 0 | ||
MCDONALD'S CORP | COM | 580135101 | 12,012 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
MERCK & CO | COM | 58933Y105 | 13,098 | 149,000 | SH | SOLE | 149,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 42,959 | 180,700 | SH | SOLE | 180,700 | 0 | 0 | ||
MSCI INC | COM | 55354G100 | 6,932 | 16,100 | SH | SOLE | 16,100 | 0 | 0 | ||
NIKE -CL B | CL B | 654106103 | 10,521 | 124,000 | SH | SOLE | 124,000 | 0 | 0 | ||
NVIDIA | COM | 67066G104 | 17,162 | 138,500 | SH | SOLE | 138,500 | 0 | 0 | ||
PAYPAL HOLDINGS INC-W/I | COM | 70450Y103 | 11,949 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | ||
S&P GLOBAL | COM | 78409V104 | 10,520 | 33,750 | SH | SOLE | 33,750 | 0 | 0 | ||
SALESFORCE | COM | 79466L302 | 11,086 | 75,500 | SH | SOLE | 75,500 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 5,319 | 13,800 | SH | SOLE | 13,800 | 0 | 0 | ||
SHERWIN-WILLIAMS CO/THE | COM | 824348106 | 11,892 | 56,900 | SH | SOLE | 56,900 | 0 | 0 | ||
STRYKER | COM | 863667101 | 12,498 | 60,450 | SH | SOLE | 60,450 | 0 | 0 | ||
SYNOPSYS | COM | 871607107 | 7,640 | 24,500 | SH | SOLE | 24,500 | 0 | 0 | ||
THERMO FISCHER SCIEN | COM | 883556102 | 17,939 | 34,650 | SH | SOLE | 34,650 | 0 | 0 | ||
UNION PACIFIC CORP | COM | 907818108 | 9,685 | 48,700 | SH | SOLE | 48,700 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 8,410 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
VISA INC-CLASS A SHARES | COM CL A | 92826C839 | 17,499 | 96,500 | SH | SOLE | 96,500 | 0 | 0 | ||
WALT DISNEY CO/THE | COM | 254687106 | 8,281 | 86,000 | SH | SOLE | 86,000 | 0 | 0 |