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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC SHS CLASS A G1151C101 20,250 76,250 SH   SOLE   76,250 0 0
ADOBE INC COM 00724F101 15,669 44,750 SH   SOLE   44,750 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 42,430 20,355 SH   SOLE   20,355 0 0
AMAZON.COM COM 023135106 32,164 316,600 SH   SOLE   316,600 0 0
APPLE COMPUTER INC COM 037833100 50,924 389,400 SH   SOLE   389,400 0 0
APPLIED MATERIALS COM 038222105 11,252 129,300 SH   SOLE   129,300 0 0
BLOCK INC CL A 852234103 3,351 57,000 SH   SOLE   57,000 0 0
BOOKING HOLDINGS INC COM 09857L108 9,285 5,550 SH   SOLE   5,550 0 0
COCA-COLA COMPANY COM 191216100 10,771 179,000 SH   SOLE   179,000 0 0
DANAHER COM 235851102 15,277 63,000 SH   SOLE   63,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 13,189 145,000 SH   SOLE   145,000 0 0
ELECTRONIC ARTS COM 285512109 3,956 34,000 SH   SOLE   34,000 0 0
ELI LILLY & CO COM 532457108 16,468 53,100 SH   SOLE   53,100 0 0
EQUINIX INC COM 29444U700 8,798 14,000 SH   SOLE   14,000 0 0
ESTEE LAUDER COMPANIES-CL A CL A 518439104 17,101 70,200 SH   SOLE   70,200 0 0
FMC CORP COM NEW 302491303 4,637 45,300 SH   SOLE   45,300 0 0
HOME DEPOT COM 437076102 13,367 50,950 SH   SOLE   50,950 0 0
ILLUMINA INC COM 452327109 5,766 32,700 SH   SOLE   32,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 16,847 87,750 SH   SOLE   87,750 0 0
LOWE'S COS COM 548661107 8,521 51,000 SH   SOLE   51,000 0 0
MASTERCARD INC CL A 57636Q104 18,936 62,750 SH   SOLE   62,750 0 0
MCDONALD'S CORP COM 580135101 13,933 59,000 SH   SOLE   59,000 0 0
MERCK & CO COM 58933Y105 12,994 149,000 SH   SOLE   149,000 0 0
MICROSOFT CORP COM 594918104 48,077 195,700 SH   SOLE   195,700 0 0
MSCI INC COM 55354G100 6,347 16,100 SH   SOLE   16,100 0 0
NIKE -CL B CL B 654106103 13,686 140,000 SH   SOLE   140,000 0 0
NVIDIA COM 67066G104 21,025 145,000 SH   SOLE   145,000 0 0
PAYPAL HOLDINGS INC-W/I COM 70450Y103 10,087 151,000 SH   SOLE   151,000 0 0
S&P GLOBAL COM 78409V104 15,073 46,750 SH   SOLE   46,750 0 0
SALESFORCE COM 79466L302 9,867 62,500 SH   SOLE   62,500 0 0
SERVICENOW INC COM 81762P102 7,187 15,800 SH   SOLE   15,800 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 12,187 56,900 SH   SOLE   56,900 0 0
STRYKER COM 863667101 11,503 60,450 SH   SOLE   60,450 0 0
SYNOPSYS COM 871607107 7,843 27,000 SH   SOLE   27,000 0 0
THERMO FISCHER SCIEN COM 883556102 19,565 37,650 SH   SOLE   37,650 0 0
UNION PACIFIC CORP COM 907818108 9,935 48,700 SH   SOLE   48,700 0 0
UNITED RENTALS INC COM 911363109 8,945 38,500 SH   SOLE   38,500 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 19,304 102,500 SH   SOLE   102,500 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 7,765 86,000 SH   SOLE   86,000 0 0