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 |
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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 |
ACCENTURE PLC | SHS CLASS A | G1151C101 | 21,507 | 91,500 | SH | SOLE | 91,500 | 0 | 0 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 9,970 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 23,055 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 51,243 | 29,200 | SH | SOLE | 29,200 | 0 | 0 | ||
AMAZON.COM | COM | 023135106 | 56,601 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
APPLE COMPUTER INC | COM | 037833100 | 54,190 | 521,400 | SH | SOLE | 521,400 | 0 | 0 | ||
APPLIED MATERIALS | COM | 038222105 | 18,983 | 167,000 | SH | SOLE | 167,000 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 13,579 | 6,850 | SH | SOLE | 6,850 | 0 | 0 | ||
COCA-COLA COMPANY | COM | 191216100 | 10,046 | 224,000 | SH | SOLE | 224,000 | 0 | 0 | ||
DANAHER | COM | 235851102 | 17,236 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 13,592 | 191,000 | SH | SOLE | 191,000 | 0 | 0 | ||
ELECTRONIC ARTS | COM | 285512109 | 5,183 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 10,235 | 17,700 | SH | SOLE | 17,700 | 0 | 0 | ||
ESTEE LAUDER COMPANIES-CL A | CL A | 518439104 | 23,262 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 8,942 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
FMC CORP | COM NEW | 302491303 | 7,717 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
HOME DEPOT | COM | 437076102 | 12,726 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 15,195 | 46,500 | SH | SOLE | 46,500 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 23,263 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
LILLY (ELI) & CO | COM | 532457108 | 14,624 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
LOWE'S COS | COM | 548661107 | 12,945 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 23,024 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
MCDONALD'S CORP | COM | 580135101 | 11,443 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
MERCK & CO | COM | 58933Y105 | 15,086 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 56,169 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
NIKE -CL B | CL B | 654106103 | 20,692 | 183,000 | SH | SOLE | 183,000 | 0 | 0 | ||
NVIDIA | COM | 67066G104 | 24,759 | 54,500 | SH | SOLE | 54,500 | 0 | 0 | ||
PAYPAL HOLDINGS INC-W/I | COM | 70450Y103 | 32,233 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
S&P GLOBAL | COM | 78409V104 | 20,566 | 68,500 | SH | SOLE | 68,500 | 0 | 0 | ||
SALESFORCE.COM | COM | 79466L302 | 17,847 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
SHERWIN-WILLIAMS CO/THE | COM | 824348106 | 17,017 | 27,100 | SH | SOLE | 27,100 | 0 | 0 | ||
SQUARE INC - A | CL A | 852234103 | 5,409 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
STRYKER | COM | 863667101 | 15,958 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
THE WALT DISNEY CO. | COM DISNEY | 254687106 | 21,038 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | ||
THERMO FISCHER SCIEN | COM | 883556102 | 20,580 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
UNION PACIFIC CORP | COM | 907818108 | 14,253 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 15,411 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
VISA INC-CLASS A SHARES | COM CL A | 92826C839 | 23,870 | 132,500 | SH | SOLE | 132,500 | 0 | 0 | ||
VISA INC-CLASS A SHARES | COM CL A | 92826C839 | 23,870 | 132,500 | SH | SOLE | 132,500 | 0 | 0 |