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   88,685 509,100 SH   SOLE   509,100 0 0
CVS Health Corporation COM 126650100   81,162 1,174,050 SH   SOLE   1,174,050 0 0
Elevance Health, Inc. COM 036752103   208,572 469,450 SH   SOLE   469,450 0 0
FedEx Corporation COM 31428X106   140,225 565,650 SH   SOLE   565,650 0 0
Fiserv, Inc. COM 337738108   155,240 1,230,600 SH   SOLE   1,230,600 0 0
Johnson & Johnson COM 478160104   220,473 1,332,000 SH   SOLE   1,332,000 0 0
L3Harris Technologies, Inc. COM 502431109   79,179 404,450 SH   SOLE   404,450 0 0
Lockheed Martin Corp. COM 539830109   105,772 229,750 SH   SOLE   229,750 0 0
Lowe's Companies, Inc. COM 548661107   117,872 522,250 SH   SOLE   522,250 0 0
McDonald's Corporation COM 580135101   146,504 490,950 SH   SOLE   490,950 0 0
Microsoft Corp. COM 594918104   215,000 631,350 SH   SOLE   631,350 0 0
Morgan Stanley COM 617446448   156,474 1,832,250 SH   SOLE   1,832,250 0 0
Northrop Grumman Corporation COM 666807102   112,697 247,250 SH   SOLE   247,250 0 0
Oracle Corporation COM 68389X105   154,865 1,300,400 SH   SOLE   1,300,400 0 0
PepsiCo, Inc. COM 713448108   115,846 625,450 SH   SOLE   625,450 0 0
RTX Corporation COM 75513E101   87,459 892,800 SH   SOLE   892,800 0 0
Target Corp. COM 87612E106   101,431 769,000 SH   SOLE   769,000 0 0
The Cigna Group COM 125523100   146,487 522,050 SH   SOLE   522,050 0 0
The Coca-Cola Co. COM 191216100   68,816 1,142,750 SH   SOLE   1,142,750 0 0
The Goldman Sachs Group, Inc. COM 38141G104   110,244 341,800 SH   SOLE   341,800 0 0
The Home Depot, Inc. COM 437076102   79,151 254,800 SH   SOLE   254,800 0 0
The TJX Companies, Inc. COM 872540109   93,265 1,099,950 SH   SOLE   1,099,950 0 0
UnitedHealth Group Inc. COM 91324P102   195,741 407,250 SH   SOLE   407,250 0 0