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
SUNCOR ENERGY INC Common Stock 867224107   3,355,480 107,000 SH   SOLE   107,000 0 0
ACCENTURE PLC-CL A Common Stock G1151C101   3,252,766 12,120 SH   SOLE   12,120 0 0
APPLE COMPUTER Common Stock 037833100   3,088,606 23,830 SH   SOLE   23,830 0 0
BEST BUY CO INC Common Stock 086516101   3,277,222 40,340 SH   SOLE   40,340 0 0
CARRIER GLOBAL CORP Common Stock 14448C104   3,213,662 76,790 SH   SOLE   76,790 0 0
COSTCO WHOLESALE CORP Common Stock 22160K105   3,172,884 6,950 SH   SOLE   6,950 0 0
CUMMINS Common Stock 231021106   3,289,945 13,610 SH   SOLE   13,610 0 0
DOLLAR GENERAL Common Stock 256677105   3,201,809 12,910 SH   SOLE   12,910 0 0
WW GRAINGER INC Common Stock 384802104   3,227,143 5,740 SH   SOLE   5,740 0 0
JOHNSON & JOHNSON Common Stock 478160104   3,240,470 18,250 SH   SOLE   18,250 0 0
ESTEE LAUDER-A Common Stock 518439104   3,326,568 13,310 SH   SOLE   13,310 0 0
MARSH & MCLENNAN COS Common Stock 571748102   3,237,200 19,410 SH   SOLE   19,410 0 0
MICROSOFT CORP Common Stock 594918104   3,157,231 13,100 SH   SOLE   13,100 0 0
NIKE INC B Common Stock 654106103   3,551,011 30,260 SH   SOLE   30,260 0 0
NUCOR CORP Common Stock 670346105   3,205,440 24,000 SH   SOLE   24,000 0 0
PARKER-HANNIFIN CP Common Stock 701094104   3,276,240 11,220 SH   SOLE   11,220 0 0
PFIZER INC Common Stock 717081103   3,201,452 62,370 SH   SOLE   62,370 0 0
ROSS STORES INC Common Stock 778296103   3,259,142 28,130 SH   SOLE   28,130 0 0
TJX COMPANIES Common Stock 872540109   3,275,949 41,290 SH   SOLE   41,290 0 0
TAIWAN SEMICONDUCTOR-SP ADR Common Stock 874039100   3,193,520 42,020 SH   SOLE   42,020 0 0
TEXAS INSTRUMENTS INC Common Stock 882508104   3,120,528 18,910 SH   SOLE   18,910 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   3,330,920 5,980 SH   SOLE   5,980 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   3,242,866 6,120 SH   SOLE   6,120 0 0
VISA INC-CLASS A SHARES Common Stock 92826C839   3,224,930 15,500 SH   SOLE   15,500 0 0