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
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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   74,878,461 501,900 SH   SOLE   501,900 0 0
CVS Health Corporation COM 126650100   80,701,447 1,155,850 SH   SOLE   1,155,850 0 0
Elevance Health, Inc. COM 036752103   203,014,575 466,250 SH   SOLE   466,250 0 0
FedEx Corporation COM 31428X106   147,494,210 556,750 SH   SOLE   556,750 0 0
Fiserv, Inc. COM 337738108   136,952,704 1,212,400 SH   SOLE   1,212,400 0 0
Johnson & Johnson COM 478160104   204,032,500 1,310,000 SH   SOLE   1,310,000 0 0
L3Harris Technologies, Inc. COM 502431109   89,062,380 511,500 SH   SOLE   511,500 0 0
Lockheed Martin Corp. COM 539830109   92,690,784 226,650 SH   SOLE   226,650 0 0
Lowe's Companies, Inc. COM 548661107   107,151,912 515,550 SH   SOLE   515,550 0 0
McDonald's Corporation COM 580135101   127,728,884 484,850 SH   SOLE   484,850 0 0
Microsoft Corp. COM 594918104   196,443,862 622,150 SH   SOLE   622,150 0 0
Morgan Stanley COM 617446448   147,892,119 1,810,850 SH   SOLE   1,810,850 0 0
Northrop Grumman Corporation COM 666807102   106,724,065 242,450 SH   SOLE   242,450 0 0
Oracle Corporation COM 68389X105   135,778,848 1,281,900 SH   SOLE   1,281,900 0 0
PepsiCo, Inc. COM 713448108   104,502,120 616,750 SH   SOLE   616,750 0 0
RTX Corporation COM 75513E101   63,376,782 880,600 SH   SOLE   880,600 0 0
Target Corp. COM 87612E106   83,712,547 757,100 SH   SOLE   757,100 0 0
The Cigna Group COM 125523100   148,570,454 519,350 SH   SOLE   519,350 0 0
The Coca-Cola Co. COM 191216100   62,946,711 1,124,450 SH   SOLE   1,124,450 0 0
The Goldman Sachs Group, Inc. COM 38141G104   121,371,107 375,100 SH   SOLE   375,100 0 0
The Home Depot, Inc. COM 437076102   76,053,672 251,700 SH   SOLE   251,700 0 0
The TJX Companies, Inc. COM 872540109   96,359,252 1,084,150 SH   SOLE   1,084,150 0 0
UnitedHealth Group Inc. COM 91324P102   203,012,103 402,650 SH   SOLE   402,650 0 0