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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC SHS CLASS A G1151C101   15,764 63,050 SH   SOLE   63,050 0 0
ADOBE INC COM 00724F101   12,219 38,750 SH   SOLE   38,750 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   27,868 337,100 SH   SOLE   337,100 0 0
AMAZON.COM COM 023135106   19,803 251,600 SH   SOLE   251,600 0 0
APPLE COMPUTER INC COM 037833100   38,154 313,400 SH   SOLE   313,400 0 0
APPLIED MATERIALS COM 038222105   10,429 114,300 SH   SOLE   114,300 0 0
BLOCK INC CL A 852234103   2,650 45,000 SH   SOLE   45,000 0 0
BOOKING HOLDINGS INC COM 09857L108   9,536 5,050 SH   SOLE   5,050 0 0
COCA-COLA COMPANY COM 191216100   9,477 159,000 SH   SOLE   159,000 0 0
DANAHER COM 235851102   12,186 49,000 SH   SOLE   49,000 0 0
DEXCOM INC COM 252131107   7,003 66,000 SH   SOLE   66,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   11,046 158,000 SH   SOLE   158,000 0 0
ELECTRONIC ARTS COM 285512109   3,892 34,000 SH   SOLE   34,000 0 0
ELI LILLY & CO COM 532457108   14,431 42,100 SH   SOLE   42,100 0 0
EQUINIX INC COM 29444U700   6,199 10,100 SH   SOLE   10,100 0 0
ESTEE LAUDER COMPANIES-CL A CL A 518439104   13,995 60,200 SH   SOLE   60,200 0 0
FMC CORP COM NEW 302491303   5,297 45,300 SH   SOLE   45,300 0 0
HOME DEPOT COM 437076102   12,415 41,950 SH   SOLE   41,950 0 0
ILLUMINA INC COM 452327109   9,227 48,700 SH   SOLE   48,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   17,839 71,750 SH   SOLE   71,750 0 0
LOWE'S COS COM 548661107   6,907 37,000 SH   SOLE   37,000 0 0
MARSH & MCLENNAN COS COM 571748102   5,272 34,000 SH   SOLE   34,000 0 0
MASTERCARD INC CL A 57636Q104   16,861 51,750 SH   SOLE   51,750 0 0
MCDONALD'S CORP COM 580135101   11,729 47,500 SH   SOLE   47,500 0 0
MERCK & CO COM 58933Y105   13,411 129,000 SH   SOLE   129,000 0 0
MICROSOFT CORP COM 594918104   36,785 163,700 SH   SOLE   163,700 0 0
MSCI INC COM 55354G100   7,017 16,100 SH   SOLE   16,100 0 0
NIKE -CL B CL B 654106103   11,402 104,000 SH   SOLE   104,000 0 0
NVIDIA COM 67066G104   17,733 129,500 SH   SOLE   129,500 0 0
PAYPAL HOLDINGS INC-W/I COM 70450Y103   9,076 136,000 SH   SOLE   136,000 0 0
S&P GLOBAL COM 78409V104   10,592 33,750 SH   SOLE   33,750 0 0
SALESFORCE COM 79466L302   8,386 67,500 SH   SOLE   67,500 0 0
SERVICENOW INC COM 81762P102   5,020 13,800 SH   SOLE   13,800 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106   11,541 51,900 SH   SOLE   51,900 0 0
STRYKER COM 863667101   12,130 52,950 SH   SOLE   52,950 0 0
SYNOPSYS COM 871607107   5,834 19,500 SH   SOLE   19,500 0 0
THERMO FISCHER SCIEN COM 883556102   17,879 34,650 SH   SOLE   34,650 0 0
UNION PACIFIC CORP COM 907818108   9,449 48,700 SH   SOLE   48,700 0 0
UNITED RENTALS INC COM 911363109   10,157 30,500 SH   SOLE   30,500 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839   16,839 86,500 SH   SOLE   86,500 0 0
WALT DISNEY CO/THE COM 254687106   7,001 86,000 SH   SOLE   86,000 0 0