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
ACCENTURE PLC SHS CLASS A G1151C101   19,593 61,050 SH   SOLE   61,050 0 0
ADOBE INC COM 00724F101   18,572 39,750 SH   SOLE   39,750 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   46,830 335,100 SH   SOLE   335,100 0 0
AMAZON.COM COM 023135106   43,358 259,600 SH   SOLE   259,600 0 0
APPLE COMPUTER INC COM 037833100   48,570 305,900 SH   SOLE   305,900 0 0
APPLIED MATERIALS COM 038222105   22,208 116,300 SH   SOLE   116,300 0 0
BOOKING HOLDINGS INC COM 09857L108   8,902 2,650 SH   SOLE   2,650 0 0
CADENCE DESIGN SYS INC COM 127387108   11,097 38,500 SH   SOLE   38,500 0 0
COCA-COLA COMPANY COM 191216100   9,007 159,000 SH   SOLE   159,000 0 0
DANAHER COM 235851102   15,492 67,000 SH   SOLE   67,000 0 0
DEXCOM INC COM 252131107   9,760 76,000 SH   SOLE   76,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   16,104 182,000 SH   SOLE   182,000 0 0
ELI LILLY & CO COM 532457108   22,042 30,600 SH   SOLE   30,600 0 0
EQUINIX INC COM 29444U700   7,718 10,100 SH   SOLE   10,100 0 0
ESTEE LAUDER COMPANIES-CL A CL A 518439104   7,879 55,200 SH   SOLE   55,200 0 0
FASTENAL COM 311900104   9,285 130,000 SH   SOLE   130,000 0 0
HOME DEPOT COM 437076102   12,325 34,700 SH   SOLE   34,700 0 0
ILLUMINA INC COM 452327109   5,556 43,700 SH   SOLE   43,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   25,553 69,150 SH   SOLE   69,150 0 0
LOWE'S COS COM 548661107   8,727 37,000 SH   SOLE   37,000 0 0
MARSH & MCLENNAN COS COM 571748102   8,201 43,000 SH   SOLE   43,000 0 0
MASTERCARD INC CL A 57636Q104   22,273 49,950 SH   SOLE   49,950 0 0
MCDONALD'S CORP COM 580135101   8,485 32,500 SH   SOLE   32,500 0 0
MERCK & CO COM 58933Y105   13,562 111,000 SH   SOLE   111,000 0 0
MICROSOFT CORP COM 594918104   65,328 167,700 SH   SOLE   167,700 0 0
MSCI INC COM 55354G100   12,091 23,300 SH   SOLE   23,300 0 0
NETFLIX INC COM 64110L106   11,809 21,000 SH   SOLE   21,000 0 0
NIKE -CL B CL B 654106103   9,050 104,000 SH   SOLE   104,000 0 0
NVIDIA COM 67066G104   56,473 67,500 SH   SOLE   67,500 0 0
S&P GLOBAL COM 78409V104   11,917 30,250 SH   SOLE   30,250 0 0
SALESFORCE COM 79466L302   20,218 72,500 SH   SOLE   72,500 0 0
SERVICENOW INC COM 81762P102   18,566 26,300 SH   SOLE   26,300 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106   16,691 51,900 SH   SOLE   51,900 0 0
STRYKER COM 863667101   18,540 55,950 SH   SOLE   55,950 0 0
SYNOPSYS COM 871607107   17,727 33,500 SH   SOLE   33,500 0 0
THERMO FISCHER SCIEN COM 883556102   21,069 39,150 SH   SOLE   39,150 0 0
UNION PACIFIC CORP COM 907818108   7,902 34,700 SH   SOLE   34,700 0 0
UNITED RENTALS INC COM 911363109   20,365 30,500 SH   SOLE   30,500 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839   22,352 86,500 SH   SOLE   86,500 0 0
WALT DISNEY CO/THE COM 254687106   8,497 75,000 SH   SOLE   75,000 0 0