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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
American Express Co. COM 025816109   93,482,660 499,000 SH   SOLE   499,000 0 0
Elevance Health, Inc. COM 036752103   217,176,958 460,550 SH   SOLE   460,550 0 0
FedEx Corporation COM 31428X106   140,082,137 553,750 SH   SOLE   553,750 0 0
Fiserv, Inc. COM 337738108   160,151,904 1,205,600 SH   SOLE   1,205,600 0 0
Johnson & Johnson COM 478160104   204,200,872 1,302,800 SH   SOLE   1,302,800 0 0
L3Harris Technologies, Inc. COM 502431109   107,163,456 508,800 SH   SOLE   508,800 0 0
Lockheed Martin Corp. COM 539830109   102,182,958 225,450 SH   SOLE   225,450 0 0
Lowe's Companies, Inc. COM 548661107   114,112,512 512,750 SH   SOLE   512,750 0 0
McDonald's Corporation COM 580135101   142,991,947 482,250 SH   SOLE   482,250 0 0
Microsoft Corp. COM 594918104   211,842,134 563,350 SH   SOLE   563,350 0 0
Morgan Stanley COM 617446448   167,882,637 1,800,350 SH   SOLE   1,800,350 0 0
Northrop Grumman Corporation COM 666807102   112,891,961 241,150 SH   SOLE   241,150 0 0
Oracle Corporation COM 68389X105   146,684,759 1,391,300 SH   SOLE   1,391,300 0 0
PepsiCo, Inc. COM 713448108   104,171,364 613,350 SH   SOLE   613,350 0 0
RTX Corporation COM 75513E101   73,689,812 875,800 SH   SOLE   875,800 0 0
Target Corp. COM 87612E106   107,242,260 753,000 SH   SOLE   753,000 0 0
The Cigna Group COM 125523100   179,864,642 600,650 SH   SOLE   600,650 0 0
The Coca-Cola Co. COM 191216100   65,904,365 1,118,350 SH   SOLE   1,118,350 0 0
The Goldman Sachs Group, Inc. COM 38141G104   143,776,479 372,700 SH   SOLE   372,700 0 0
The Home Depot, Inc. COM 437076102   86,776,120 250,400 SH   SOLE   250,400 0 0
The TJX Companies, Inc. COM 872540109   101,141,251 1,078,150 SH   SOLE   1,078,150 0 0
The Walt Disney Company COM 254687106   95,003,138 1,052,200 SH   SOLE   1,052,200 0 0
UnitedHealth Group Inc. COM 91324P102   210,772,264 400,350 SH   SOLE   400,350 0 0