The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APPLE COMPUTER INC | COM | 037833100 | 564,202 | 5,600,000 | SH | SOLE | 5,600,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 172,881 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOL | COM | 192446102 | 205,943 | 4,600,000 | SH | SOLE | 4,600,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 227,941 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| EXPEDITORS INTL WASH INC | COM | 302130109 | 170,437 | 4,200,000 | SH | SOLE | 4,200,000 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 233,480 | 5,200,000 | SH | SOLE | 5,200,000 | 0 | 0 | ||
| GENERAL ELEC CO | COM | 369604103 | 199,835 | 7,800,000 | SH | SOLE | 7,800,000 | 0 | 0 | ||
| ILLINOIS TOOL WKS INC | COM | 452308109 | 126,629 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 463,108 | 13,300,000 | SH | SOLE | 13,300,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MAC | COM | 459200101 | 227,797 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 403,333 | 8,700,000 | SH | SOLE | 8,700,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 224,312 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 46,624 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG | ADR | 874039100 | 117,755 | 5,835,125 | SH | SOLE | 5,835,125 | 0 | 0 | ||
| TECH DATA CORP | COM | 878237106 | 76,519 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 76,303 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 158,400 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 254,101 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 103,785 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 187,262 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| GOOGLE INC | COM | 38259P508 | 229,479 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| GOOGLE INC | COM | 38259P706 | 225,171 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 145,463 | 3,800,000 | SH | SOLE | 3,800,000 | 0 | 0 | ||
| VISA INC | COM | 92826C839 | 149,359 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||