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
American Express Co. COM 025816109   107,378,604 471,600 SH   SOLE   471,600 0 0
Elevance Health, Inc. COM 036752103   249,884,426 481,900 SH   SOLE   481,900 0 0
FedEx Corporation COM 31428X106   151,418,124 522,600 SH   SOLE   522,600 0 0
Fiserv, Inc. COM 337738108   181,555,520 1,136,000 SH   SOLE   1,136,000 0 0
Johnson & Johnson COM 478160104   193,996,306 1,226,350 SH   SOLE   1,226,350 0 0
L3Harris Technologies, Inc. COM 502431109   101,872,455 478,050 SH   SOLE   478,050 0 0
Lockheed Martin Corp. COM 539830109   96,614,388 212,400 SH   SOLE   212,400 0 0
Lowe's Companies, Inc. COM 548661107   122,856,279 482,300 SH   SOLE   482,300 0 0
McDonald's Corporation COM 580135101   128,089,885 454,300 SH   SOLE   454,300 0 0
Microsoft Corp. COM 594918104   202,850,148 482,150 SH   SOLE   482,150 0 0
Morgan Stanley COM 617446448   159,714,192 1,696,200 SH   SOLE   1,696,200 0 0
Northrop Grumman Corporation COM 666807102   108,368,624 226,400 SH   SOLE   226,400 0 0
Oracle Corporation COM 68389X105   164,517,697 1,309,750 SH   SOLE   1,309,750 0 0
PepsiCo, Inc. COM 713448108   101,330,790 579,000 SH   SOLE   579,000 0 0
RTX Corporation COM 75513E101   80,593,915 826,350 SH   SOLE   826,350 0 0
Target Corp. COM 87612E106   125,535,564 708,400 SH   SOLE   708,400 0 0
The Cigna Group COM 125523100   205,529,221 565,900 SH   SOLE   565,900 0 0
The Coca-Cola Co. COM 191216100   64,486,779 1,054,050 SH   SOLE   1,054,050 0 0
The Goldman Sachs Group, Inc. COM 38141G104   146,316,807 350,300 SH   SOLE   350,300 0 0
The Home Depot, Inc. COM 437076102   90,088,460 234,850 SH   SOLE   234,850 0 0
The TJX Companies, Inc. COM 872540109   103,144,140 1,017,000 SH   SOLE   1,017,000 0 0
The Walt Disney Company COM 254687106   120,653,078 986,050 SH   SOLE   986,050 0 0
UnitedHealth Group Inc. COM 91324P102   186,328,755 376,650 SH   SOLE   376,650 0 0