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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
American Express Co. COM 025816109   117,467,230 436,600 SH   SOLE   436,600 0 0
Centene Corporation COM 15135B101   63,284,104 1,042,400 SH   SOLE   1,042,400 0 0
Elevance Health, Inc. COM 036752103   219,741,792 505,200 SH   SOLE   505,200 0 0
FedEx Corporation COM 31428X106   117,843,252 483,400 SH   SOLE   483,400 0 0
Fiserv, Inc. COM 337738108   264,256,219 1,196,650 SH   SOLE   1,196,650 0 0
Global Payments Inc. COM 37940X102   85,415,616 872,300 SH   SOLE   872,300 0 0
Johnson & Johnson COM 478160104   187,540,164 1,130,850 SH   SOLE   1,130,850 0 0
L3Harris Technologies, Inc. COM 502431109   91,981,279 439,450 SH   SOLE   439,450 0 0
Lockheed Martin Corp. COM 539830109   75,225,964 168,400 SH   SOLE   168,400 0 0
Lowe's Companies, Inc. COM 548661107   104,067,226 446,200 SH   SOLE   446,200 0 0
McDonald's Corporation COM 580135101   131,086,070 419,650 SH   SOLE   419,650 0 0
Microsoft Corp. COM 594918104   121,438,665 323,500 SH   SOLE   323,500 0 0
Morgan Stanley COM 617446448   148,987,590 1,277,000 SH   SOLE   1,277,000 0 0
Northrop Grumman Corporation COM 666807102   106,446,879 207,900 SH   SOLE   207,900 0 0
Oracle Corporation COM 68389X105   146,520,880 1,048,000 SH   SOLE   1,048,000 0 0
PepsiCo, Inc. COM 713448108   80,000,487 533,550 SH   SOLE   533,550 0 0
RTX Corporation COM 75513E101   101,133,210 763,500 SH   SOLE   763,500 0 0
Target Corp. COM 87612E106   68,220,132 653,700 SH   SOLE   653,700 0 0
The Cigna Group COM 125523100   188,072,850 571,650 SH   SOLE   571,650 0 0
The Goldman Sachs Group, Inc. COM 38141G104   166,782,337 305,300 SH   SOLE   305,300 0 0
The Home Depot, Inc. COM 437076102   79,180,164 216,050 SH   SOLE   216,050 0 0
The TJX Companies, Inc. COM 872540109   114,473,730 939,850 SH   SOLE   939,850 0 0
The Walt Disney Company COM 254687106   117,536,895 1,190,850 SH   SOLE   1,190,850 0 0
UnitedHealth Group Inc. COM 91324P102   216,780,125 413,900 SH   SOLE   413,900 0 0