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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC SHS CLASS A G1151C101   19,394 61,050 SH   SOLE   61,050 0 0
ADOBE INC COM 00724F101   23,629 43,750 SH   SOLE   43,750 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   44,399 351,100 SH   SOLE   351,100 0 0
AMAZON.COM COM 023135106   35,707 259,600 SH   SOLE   259,600 0 0
APPLE COMPUTER INC COM 037833100   56,453 323,900 SH   SOLE   323,900 0 0
APPLIED MATERIALS COM 038222105   17,063 116,300 SH   SOLE   116,300 0 0
BOOKING HOLDINGS INC COM 09857L108   10,757 3,350 SH   SOLE   3,350 0 0
COCA-COLA COMPANY COM 191216100   8,482 159,000 SH   SOLE   159,000 0 0
DANAHER COM 235851102   11,518 55,000 SH   SOLE   55,000 0 0
DEXCOM INC COM 252131107   6,515 58,000 SH   SOLE   58,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   12,563 182,000 SH   SOLE   182,000 0 0
ELI LILLY & CO COM 532457108   16,148 30,600 SH   SOLE   30,600 0 0
EQUINIX INC COM 29444U700   7,364 10,100 SH   SOLE   10,100 0 0
ESTEE LAUDER COMPANIES-CL A CL A 518439104   7,308 55,200 SH   SOLE   55,200 0 0
FASTENAL COM 311900104   7,622 130,000 SH   SOLE   130,000 0 0
FMC CORP COM NEW 302491303   3,955 69,300 SH   SOLE   69,300 0 0
HOME DEPOT COM 437076102   12,847 40,950 SH   SOLE   40,950 0 0
ILLUMINA INC COM 452327109   5,508 43,700 SH   SOLE   43,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   23,134 75,750 SH   SOLE   75,750 0 0
LOWE'S COS COM 548661107   7,454 37,000 SH   SOLE   37,000 0 0
MARSH & MCLENNAN COS COM 571748102   7,375 43,000 SH   SOLE   43,000 0 0
MASTERCARD INC CL A 57636Q104   21,294 55,150 SH   SOLE   55,150 0 0
MCDONALD'S CORP COM 580135101   10,737 40,000 SH   SOLE   40,000 0 0
MERCK & CO COM 58933Y105   10,955 111,000 SH   SOLE   111,000 0 0
MICROSOFT CORP COM 594918104   58,109 170,700 SH   SOLE   170,700 0 0
MSCI INC COM 55354G100   11,931 23,300 SH   SOLE   23,300 0 0
NIKE -CL B CL B 654106103   10,222 104,000 SH   SOLE   104,000 0 0
NVIDIA COM 67066G104   43,261 96,500 SH   SOLE   96,500 0 0
PAYPAL HOLDINGS INC-W/I COM 70450Y103   5,782 104,000 SH   SOLE   104,000 0 0
S&P GLOBAL COM 78409V104   12,063 30,250 SH   SOLE   30,250 0 0
SALESFORCE COM 79466L302   17,270 72,500 SH   SOLE   72,500 0 0
SERVICENOW INC COM 81762P102   16,820 26,300 SH   SOLE   26,300 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106   14,654 51,900 SH   SOLE   51,900 0 0
STRYKER COM 863667101   15,168 55,950 SH   SOLE   55,950 0 0
SYNOPSYS COM 871607107   15,615 33,500 SH   SOLE   33,500 0 0
THERMO FISCHER SCIEN COM 883556102   16,169 33,650 SH   SOLE   33,650 0 0
UNION PACIFIC CORP COM 907818108   7,716 34,700 SH   SOLE   34,700 0 0
UNITED RENTALS INC COM 911363109   15,832 30,500 SH   SOLE   30,500 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839   20,387 86,500 SH   SOLE   86,500 0 0
WALT DISNEY CO/THE COM 254687106   6,130 75,000 SH   SOLE   75,000 0 0