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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
YUM CHINA HLDGS INC COM 98850P109 4,660 93,492 SH   SOLE 0 93,492 0 0
ALPHABET INC CAP STK CL A 02079K305 27,739 9,575 SH   SOLE 0 9,575 0 0
ACTIVISION BLIZZARD INC COM 00507V109 7,715 116,000 SH   SOLE 0 116,000 0 0
INVESCO LTD SHS G491BT108 9,301 404,237 SH   SOLE 0 404,237 0 0
MICROSOFT CORP COM 594918104 77,463 230,400 SH   SOLE 0 230,400 0 0
CITIGROUP INC COM NEW 172967424 18,376 304,384 SH   SOLE 0 304,384 0 0
YUM BRANDS INC COM 988498101 7,791 56,100 SH   SOLE 0 56,100 0 0
3M CO COM 88579Y101 17,779 100,100 SH   SOLE 0 100,100 0 0
CATERPILLAR INC DEL COM 149123101 24,345 117,750 SH   SOLE 0 117,750 0 0
JPMORGAN CHASE & CO COM 46625H100 23,782 150,207 SH   SOLE 0 150,207 0 0
MARSH & MCLENNAN COS INC COM 571748102 15,017 86,426 SH   SOLE 0 86,426 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 9,404 180,326 SH   SOLE 0 180,326 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 5,140 82,443 SH   SOLE 0 82,443 0 0
COLGATE PALMOLIVE CO COM 194162103 12,807 150,092 SH   SOLE 0 150,092 0 0
AMERICAN EXPRESS CO COM 025816109 12,267 75,000 SH   SOLE 0 75,000 0 0
JOHNSON & JOHNSON COM 478160104 17,014 99,479 SH   SOLE 0 99,479 0 0
DISNEY WALT CO COM DISNEY 254687106 20,593 132,953 SH   SOLE 0 132,953 0 0
BANK AMER CORP COM 060505104 17,794 400,050 SH   SOLE 0 400,050 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 18,907 363,883 SH   SOLE 0 363,883 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 5,505 101,500 SH   SOLE 0 101,500 0 0
APPLE INC COM 037833100 48,287 271,900 SH   SOLE 0 271,900 0 0
MONDELEZ INTL INC CL A 609207105 20,966 316,230 SH   SOLE 0 316,230 0 0
LOCKHEED MARTIN CORP COM 539830109 6,041 17,000 SH   SOLE 0 17,000 0 0
FLUOR CORP NEW COM 343412102 4,704 190,000 SH   SOLE 0 190,000 0 0
ORGANON COMMON STOCK 68622V106 213 7,000 SH   SOLE 0 7,000 0 0
JACKSON FINANCIAL CL.A COM CL A 46817M107 3,803 90,932 SH   SOLE 0 90,932 0 0
SYLVAMO CORP COMMON STOCK 871332102 291 10,454 SH   SOLE 0 10,454 0 0
ALCOA CORP COM 013872106 12,004 201,571 SH   SOLE 0 201,571 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,753 23,500 SH   SOLE 0 23,500 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,672 34,750 SH   SOLE 0 34,750 0 0
MASTERCARD INC CL A 57636Q104 8,570 23,850 SH   SOLE 0 23,850 0 0
STARBUCKS CORP COM 855244109 2,141 18,300 SH   SOLE 0 18,300 0 0
VISA 'A' COM CL A 92826C839 3,738 17,250 SH   SOLE 0 17,250 0 0
WASTE MGMT INC DEL COM 94106L109 2,519 15,091 SH   SOLE 0 15,091 0 0
SIGNET JEWELERS LIMITED SHS G81276100 12,286 141,270 SH   SOLE 0 141,270 0 0
CISCO SYS INC COM 17275R102 7,011 110,655 SH   SOLE 0 110,655 0 0
UNITED RENTALS INC COM 911363109 11,703 35,218 SH   SOLE 0 35,218 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,851 88,500 SH   SOLE 0 88,500 0 0
BOOKING HOLDINGS INC COM 09857L108 6,298 2,625 SH   SOLE 0 2,625 0 0
AUTODESK INC COM 052769106 3,345 11,895 SH   SOLE 0 11,895 0 0
ORACLE CORP COM 68389X105 12,977 148,819 SH   SOLE 0 148,819 0 0
ADOBE INC COM 00724F101 20,776 36,637 SH   SOLE 0 36,637 0 0
FASTENAL COM 311900104 1,576 24,603 SH   SOLE 0 24,603 0 0
LAUDER ESTEE COS INC CL A 518439104 7,443 20,100 SH   SOLE 0 20,100 0 0
WATERS CORP COM 941848103 4,911 13,180 SH   SOLE 0 13,180 0 0
FACEBOOK INC CL A 30303M102 22,081 65,655 SH   SOLE 0 65,655 0 0
ALTABA INC COM 021346101 543 172,500 SH   SOLE 0 172,500 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,040 17,500 SH   SOLE 0 17,500 0 0
SABRE CORP COM 78573M104 4,063 473,000 SH   SOLE 0 473,000 0 0
RALPH LAUREN CORP CL A 751212101 4,576 38,500 SH   SOLE 0 38,500 0 0
KIMBERLY CLARK CORP COM 494368103 3,472 24,300 SH   SOLE 0 24,300 0 0
PFIZER INC COM 717081103 4,310 73,000 SH   SOLE 0 73,000 0 0
INTL PAPER CO COM 460146103 5,404 115,010 SH   SOLE 0 115,010 0 0
COCA COLA CO COM 191216100 7,401 125,000 SH   SOLE 0 125,000 0 0
BOEING CO COM 097023105 10,397 51,650 SH   SOLE 0 51,650 0 0
MERCK & CO INC COM 58933Y105 10,854 141,621 SH   SOLE 0 141,621 0 0
INTERNATIONAL FLAVORS & FRAGRANCE COM 459506101 4,217 28,000 SH   SOLE 0 28,000 0 0
TEXAS INSTRS INC COM 882508104 1,707 9,055 SH   SOLE 0 9,055 0 0
EMERSON ELEC CO COM 291011104 9,715 104,500 SH   SOLE 0 104,500 0 0
RAYTHEON CO COM NEW 75513E101 9,884 114,878 SH   SOLE 0 114,878 0 0
PEPSICO INC COM 713448108 11,170 64,300 SH   SOLE 0 64,300 0 0
BECTON DICKINSON & CO COM 075887109 8,793 34,965 SH   SOLE 0 34,965 0 0
GRAINGER W W INC COM 384802104 19,434 37,500 SH   SOLE 0 37,500 0 0
GENERAL ELECTRIC CO COM 369604301 2,593 27,450 SH   SOLE 0 27,450 0 0
HONEYWELL INTL INC COM 438516106 9,289 44,545 SH   SOLE 0 44,545 0 0
WELLS FARGO CO NEW COM 949746101 4,149 86,500 SH   SOLE 0 86,500 0 0
PROCTER AND GAMBLE CO COM 742718109 18,064 110,443 SH   SOLE 0 110,443 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 4,981 20,200 SH   SOLE 0 20,200 0 0
DUPONT DE NEMOURS INC COM 26614N102 6,948 86,019 SH   SOLE 0 86,019 0 0
TJX COS INC NEW COM 872540109 6,170 81,268 SH   SOLE 0 81,268 0 0
INTEL CORP COM 458140100 4,172 81,000 SH   SOLE 0 81,000 0 0
BALL CORP COM 058498106 5,998 62,332 SH   SOLE 0 62,332 0 0
TRAVELERS COMPANIES INC COM 89417E109 1,524 9,740 SH   SOLE 0 9,740 0 0
FOX CORP CL A COM 35137L105 1,636 44,333 SH   SOLE 0 44,333 0 0
DOW INC COM 260557103 1,653 29,155 SH   SOLE 0 29,155 0 0
CORTEVA INC COM 22052L104 1,443 30,521 SH   SOLE 0 30,521 0 0
AT&T INC COM 00206R102 2,952 120,000 SH   SOLE 0 120,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 4,188 48,100 SH   SOLE 0 48,100 0 0
KRAFT HEINZ CO COM 500754106 3,801 105,842 SH   SOLE 0 105,842 0 0
PAYPAL HLDGS INC COM 70450Y103 10,560 56,000 SH   SOLE 0 56,000 0 0
COMCAST CORP COM CL A 20030N101 6,091 121,000 SH   SOLE 0 121,000 0 0
STRYKER CORPORATION COM 863667101 1,070 4,000 SH   SOLE 0 4,000 0 0
NIKE INC CL B 654106103 11,167 67,000 SH   SOLE 0 67,000 0 0
HOME DEPOT INC COM 437076102 11,246 27,100 SH   SOLE 0 27,100 0 0
WALMART INC COM 931142103 4,631 32,000 SH   SOLE 0 32,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 9 333 SH   SOLE 0 333 0 0
LILLY ELI & CO COM 532457108 690 2,500 SH   SOLE 0 2,500 0 0
FEDEX CORP COM 31428X106 2,845 11,000 SH   SOLE 0 11,000 0 0
CME GROUP INC COM CL A 12572Q105 865 4,363 SH   SOLE 0 4,363 0 0
TITAN INTL INC ILL COM 88830M102 406 37,085 SH   SOLE 0 37,085 0 0
KEURIG DR PEPPER INC COM 49271V100 1,092 29,647 SH   SOLE 0 29,647 0 0
MCDONALDS CORP COM 580135101 5,628 21,000 SH   SOLE 0 21,000 0 0
MERCADOLIBRE INC COM 58733R102 47 35 SH   SOLE 0 35 0 0
MOODYS CORP COM 615369105 23 60 SH   SOLE 0 60 0 0