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 18,398 70,050 SH   SOLE   70,050 0 0
ADOBE INC COM 00724F101 12,571 44,750 SH   SOLE   44,750 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 36,038 369,100 SH   SOLE   369,100 0 0
AMAZON.COM COM 023135106 32,482 281,600 SH   SOLE   281,600 0 0
APPLE COMPUTER INC COM 037833100 49,290 349,400 SH   SOLE   349,400 0 0
APPLIED MATERIALS COM 038222105 10,814 129,300 SH   SOLE   129,300 0 0
BLOCK INC CL A 852234103 2,526 45,000 SH   SOLE   45,000 0 0
BOOKING HOLDINGS INC COM 09857L108 9,309 5,550 SH   SOLE   5,550 0 0
COCA-COLA COMPANY COM 191216100 10,236 179,000 SH   SOLE   179,000 0 0
DANAHER COM 235851102 15,028 57,000 SH   SOLE   57,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,543 125,000 SH   SOLE   125,000 0 0
ELECTRONIC ARTS COM 285512109 4,016 34,000 SH   SOLE   34,000 0 0
ELI LILLY & CO COM 532457108 17,527 53,100 SH   SOLE   53,100 0 0
EQUINIX INC COM 29444U700 7,316 12,600 SH   SOLE   12,600 0 0
ESTEE LAUDER COMPANIES-CL A CL A 518439104 13,267 60,200 SH   SOLE   60,200 0 0
FMC CORP COM NEW 302491303 4,888 45,300 SH   SOLE   45,300 0 0
HOME DEPOT COM 437076102 13,225 46,950 SH   SOLE   46,950 0 0
ILLUMINA INC COM 452327109 6,368 32,700 SH   SOLE   32,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 15,259 79,750 SH   SOLE   79,750 0 0
LOWE'S COS COM 548661107 8,627 45,000 SH   SOLE   45,000 0 0
MARSH & MCLENNAN COS COM 571748102 6,400 42,000 SH   SOLE   42,000 0 0
MASTERCARD INC CL A 57636Q104 16,907 58,250 SH   SOLE   58,250 0 0
MCDONALD'S CORP COM 580135101 12,012 51,000 SH   SOLE   51,000 0 0
MERCK & CO COM 58933Y105 13,098 149,000 SH   SOLE   149,000 0 0
MICROSOFT CORP COM 594918104 42,959 180,700 SH   SOLE   180,700 0 0
MSCI INC COM 55354G100 6,932 16,100 SH   SOLE   16,100 0 0
NIKE -CL B CL B 654106103 10,521 124,000 SH   SOLE   124,000 0 0
NVIDIA COM 67066G104 17,162 138,500 SH   SOLE   138,500 0 0
PAYPAL HOLDINGS INC-W/I COM 70450Y103 11,949 136,000 SH   SOLE   136,000 0 0
S&P GLOBAL COM 78409V104 10,520 33,750 SH   SOLE   33,750 0 0
SALESFORCE COM 79466L302 11,086 75,500 SH   SOLE   75,500 0 0
SERVICENOW INC COM 81762P102 5,319 13,800 SH   SOLE   13,800 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 11,892 56,900 SH   SOLE   56,900 0 0
STRYKER COM 863667101 12,498 60,450 SH   SOLE   60,450 0 0
SYNOPSYS COM 871607107 7,640 24,500 SH   SOLE   24,500 0 0
THERMO FISCHER SCIEN COM 883556102 17,939 34,650 SH   SOLE   34,650 0 0
UNION PACIFIC CORP COM 907818108 9,685 48,700 SH   SOLE   48,700 0 0
UNITED RENTALS INC COM 911363109 8,410 30,500 SH   SOLE   30,500 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 17,499 96,500 SH   SOLE   96,500 0 0
WALT DISNEY CO/THE COM 254687106 8,281 86,000 SH   SOLE   86,000 0 0