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   79,453 537,750 SH   SOLE   537,750 0 0
Cigna Corporation COM 125523100   181,674 548,300 SH   SOLE   548,300 0 0
CVS Health Corporation COM 126650100   115,076 1,234,850 SH   SOLE   1,234,850 0 0
Elevance Health, Inc. COM 036752103   254,151 495,450 SH   SOLE   495,450 0 0
FedEx Corporation COM 31428X106   103,253 596,150 SH   SOLE   596,150 0 0
Fiserv, Inc. COM 337738108   131,704 1,303,100 SH   SOLE   1,303,100 0 0
Johnson & Johnson COM 478160104   247,531 1,401,250 SH   SOLE   1,401,250 0 0
L3Harris Technologies, Inc. COM 502431109   76,132 365,650 SH   SOLE   365,650 0 0
Lockheed Martin Corp. COM 539830109   118,266 243,100 SH   SOLE   243,100 0 0
Lowe's Companies, Inc. COM 548661107   109,941 551,800 SH   SOLE   551,800 0 0
McDonald's Corporation COM 580135101   136,812 519,150 SH   SOLE   519,150 0 0
Microsoft Corp. COM 594918104   169,049 704,900 SH   SOLE   704,900 0 0
Morgan Stanley COM 617446448   165,041 1,941,200 SH   SOLE   1,941,200 0 0
Northrop Grumman Corporation COM 666807102   141,449 259,250 SH   SOLE   259,250 0 0
Oracle Corporation COM 68389X105   133,163 1,629,100 SH   SOLE   1,629,100 0 0
PepsiCo, Inc. COM 713448108   119,100 659,250 SH   SOLE   659,250 0 0
Raytheon Technologies Corp. COM 75513E101   94,819 939,550 SH   SOLE   939,550 0 0
Target Corp. COM 87612E106   120,819 810,650 SH   SOLE   810,650 0 0
The Coca-Cola Co. COM 191216100   76,446 1,201,800 SH   SOLE   1,201,800 0 0
The Goldman Sachs Group, Inc. COM 38141G104   122,741 357,450 SH   SOLE   357,450 0 0
The Home Depot, Inc. COM 437076102   84,745 268,300 SH   SOLE   268,300 0 0
The TJX Companies, Inc. COM 872540109   92,141 1,157,550 SH   SOLE   1,157,550 0 0
UnitedHealth Group Inc. COM 91324P102   228,322 430,650 SH   SOLE   430,650 0 0