The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| MICROSOFT CORP | COM | 594918104 | 45,761 | 388,000 | SH | SOLE | 388,000 | 0 | 0 | ||
| WALT DISNEY CO/THE | COM DISNEY | 254687106 | 13,546 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
| CISCO SYSTEMS INC | COM | 17275R102 | 12,688 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| NIKE INC -CL B | CL B | 654106103 | 17,095 | 203,000 | SH | SOLE | 203,000 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 11,938 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 18,038 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 9,101 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 7,114 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 34,381 | 181,000 | SH | SOLE | 181,000 | 0 | 0 | ||
| ESTEE LAUDER COMPANIES-CL A | CL A | 518439104 | 17,714 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
| APPLIED MATERIALS INC | COM | 038222105 | 4,958 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 45,231 | 25,400 | SH | SOLE | 25,400 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 16,142 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| STRYKER CORP | COM | 863667101 | 15,209 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 16,703 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 16,256 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 8,758 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| FMC CORP | COM NEW | 302491303 | 9,987 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| YUM! BRANDS INC | COM | 988498101 | 5,989 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 15,215 | 91,000 | SH | SOLE | 91,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 13,906 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| SHERWIN-WILLIAMS CO/THE | COM | 824348106 | 12,232 | 28,400 | SH | SOLE | 28,400 | 0 | 0 | ||
| BIOGEN INC | COM | 09062X103 | 14,419 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| SALESFORCE.COM INC | COM | 79466L302 | 13,303 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 18,829 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| MASTERCARD INC - A | CL A | 57636Q104 | 22,603 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
| PAYPAL HOLDINGS INC-W/I | COM | 70450Y103 | 21,287 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 32,953 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 14,739 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 16,140 | 9,250 | SH | SOLE | 9,250 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 13,049 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | COM CL A | 92826C839 | 24,522 | 157,000 | SH | SOLE | 157,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 5,737 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
| ACCENTURE PLC-CL A | SHS CLASS A | G1151C101 | 17,338 | 98,500 | SH | SOLE | 98,500 | 0 | 0 | ||
| MERCK & CO. INC. | COM | 58933Y105 | 22,040 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||