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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Becton Dickinson & Co Common 075887109 39,407 157,800 SH   SOLE   157,800 0 0
Charter Communications Inc CL A 16119P108 35,732 103,000 SH   SOLE   103,000 0 0
Ecolab Inc Common 278865100 19,243 109,000 SH   SOLE   109,000 0 0
Flowserve Corp Common 34354P105 4,393 97,311 SH   SOLE   97,311 0 0
Microsoft Corp Common 594918104 56,230 476,767 SH   SOLE   476,767 0 0
Oracle Corp Common 68389X105 41,007 763,500 SH   SOLE   763,500 0 0
Pfizer Inc Common 717081103 15,459 364,000 SH   SOLE   364,000 0 0
Philip Morris Intl Inc Common 718172109 22,186 251,000 SH   SOLE   251,000 0 0
Texas Instruments Inc Common 882508104 19,835 187,000 SH   SOLE   187,000 0 0
Thermo Fisher Scientific Inc Common 883556102 40,762 148,917 SH   SOLE   148,917 0 0
Waters Corp Common 941848103 31,967 127,000 SH   SOLE   127,000 0 0
Watsco Inc Common 942622200 22,481 156,978 SH   SOLE   156,978 0 0