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
Estimated average burden
hours per response: 23.8
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   18,965 67,050 SH   SOLE   67,050 0 0
ADOBE INC COM 00724F101   19,609 43,750 SH   SOLE   43,750 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   39,728 362,100 SH   SOLE   362,100 0 0
AMAZON.COM COM 023135106   31,019 259,600 SH   SOLE   259,600 0 0
APPLE COMPUTER INC COM 037833100   57,587 323,900 SH   SOLE   323,900 0 0
APPLIED MATERIALS COM 038222105   15,408 116,300 SH   SOLE   116,300 0 0
BOOKING HOLDINGS INC COM 09857L108   10,024 4,050 SH   SOLE   4,050 0 0
COCA-COLA COMPANY COM 191216100   8,776 159,000 SH   SOLE   159,000 0 0
DANAHER COM 235851102   12,099 55,000 SH   SOLE   55,000 0 0
DEXCOM INC COM 252131107   6,832 58,000 SH   SOLE   58,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   15,736 182,000 SH   SOLE   182,000 0 0
ELI LILLY & CO COM 532457108   14,658 34,100 SH   SOLE   34,100 0 0
EQUINIX INC COM 29444U700   7,257 10,100 SH   SOLE   10,100 0 0
ESTEE LAUDER COMPANIES-CL A CL A 518439104   9,936 55,200 SH   SOLE   55,200 0 0
FASTENAL COM 311900104   7,029 130,000 SH   SOLE   130,000 0 0
FMC CORP COM NEW 302491303   6,628 69,300 SH   SOLE   69,300 0 0
HOME DEPOT COM 437076102   11,660 40,950 SH   SOLE   40,950 0 0
ILLUMINA INC COM 452327109   7,510 43,700 SH   SOLE   43,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   23,741 75,750 SH   SOLE   75,750 0 0
LOWE'S COS COM 548661107   7,654 37,000 SH   SOLE   37,000 0 0
MARSH & MCLENNAN COS COM 571748102   5,172 30,000 SH   SOLE   30,000 0 0
MASTERCARD INC CL A 57636Q104   19,881 55,150 SH   SOLE   55,150 0 0
MCDONALD'S CORP COM 580135101   10,941 40,000 SH   SOLE   40,000 0 0
MERCK & CO COM 58933Y105   11,740 111,000 SH   SOLE   111,000 0 0
MICROSOFT CORP COM 594918104   53,282 170,700 SH   SOLE   170,700 0 0
MSCI INC COM 55354G100   10,022 23,300 SH   SOLE   23,300 0 0
NIKE -CL B CL B 654106103   10,521 104,000 SH   SOLE   104,000 0 0
NVIDIA COM 67066G104   46,141 119,000 SH   SOLE   119,000 0 0
PAYPAL HOLDINGS INC-W/I COM 70450Y103   8,318 136,000 SH   SOLE   136,000 0 0
S&P GLOBAL COM 78409V104   11,115 30,250 SH   SOLE   30,250 0 0
SALESFORCE COM 79466L302   14,039 72,500 SH   SOLE   72,500 0 0
SERVICENOW INC COM 81762P102   10,972 21,300 SH   SOLE   21,300 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106   12,631 51,900 SH   SOLE   51,900 0 0
STRYKER COM 863667101   15,646 55,950 SH   SOLE   55,950 0 0
SYNOPSYS COM 871607107   13,370 33,500 SH   SOLE   33,500 0 0
THERMO FISCHER SCIEN COM 883556102   16,092 33,650 SH   SOLE   33,650 0 0
UNION PACIFIC CORP COM 907818108   6,508 34,700 SH   SOLE   34,700 0 0
UNITED RENTALS INC COM 911363109   12,451 30,500 SH   SOLE   30,500 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839   18,829 86,500 SH   SOLE   86,500 0 0
WALT DISNEY CO/THE COM 254687106   6,137 75,000 SH   SOLE   75,000 0 0