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
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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
American Express Co. COM 025816109   84,430 511,850 SH   SOLE   511,850 0 0
CVS Health Corporation COM 126650100   87,660 1,179,650 SH   SOLE   1,179,650 0 0
Elevance Health, Inc. COM 036752103   216,892 471,700 SH   SOLE   471,700 0 0
FedEx Corporation COM 31428X106   129,862 568,350 SH   SOLE   568,350 0 0
Fiserv, Inc. COM 337738108   139,841 1,237,200 SH   SOLE   1,237,200 0 0
Johnson & Johnson COM 478160104   207,460 1,338,450 SH   SOLE   1,338,450 0 0
L3Harris Technologies, Inc. COM 502431109   68,184 347,450 SH   SOLE   347,450 0 0
Lockheed Martin Corp. COM 539830109   109,130 230,850 SH   SOLE   230,850 0 0
Lowe's Companies, Inc. COM 548661107   104,944 524,800 SH   SOLE   524,800 0 0
McDonald's Corporation COM 580135101   137,946 493,350 SH   SOLE   493,350 0 0
Microsoft Corp. COM 594918104   193,132 669,900 SH   SOLE   669,900 0 0
Morgan Stanley COM 617446448   161,771 1,842,500 SH   SOLE   1,842,500 0 0
Northrop Grumman Corporation COM 666807102   114,737 248,500 SH   SOLE   248,500 0 0
Oracle Corporation COM 68389X105   143,636 1,545,800 SH   SOLE   1,545,800 0 0
PepsiCo, Inc. COM 713448108   114,557 628,400 SH   SOLE   628,400 0 0
Raytheon Technologies Corp. COM 75513E101   87,848 897,050 SH   SOLE   897,050 0 0
Target Corp. COM 87612E106   127,966 772,600 SH   SOLE   772,600 0 0
The Cigna Group COM 125523100   134,051 524,600 SH   SOLE   524,600 0 0
The Coca-Cola Co. COM 191216100   71,229 1,148,300 SH   SOLE   1,148,300 0 0
The Goldman Sachs Group, Inc. COM 38141G104   112,117 342,750 SH   SOLE   342,750 0 0
The Home Depot, Inc. COM 437076102   75,565 256,050 SH   SOLE   256,050 0 0
The TJX Companies, Inc. COM 872540109   86,607 1,105,250 SH   SOLE   1,105,250 0 0
UnitedHealth Group Inc. COM 91324P102   193,384 409,200 SH   SOLE   409,200 0 0