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   106,235,140 458,800 SH   SOLE   458,800 0 0
Elevance Health, Inc. COM 036752103   253,644,666 468,100 SH   SOLE   468,100 0 0
FedEx Corporation COM 31428X106   152,348,704 508,100 SH   SOLE   508,100 0 0
Fiserv, Inc. COM 337738108   188,163,000 1,262,500 SH   SOLE   1,262,500 0 0
Johnson & Johnson COM 478160104   174,244,644 1,192,150 SH   SOLE   1,192,150 0 0
L3Harris Technologies, Inc. COM 502431109   103,946,853 462,850 SH   SOLE   462,850 0 0
Lockheed Martin Corp. COM 539830109   96,456,150 206,500 SH   SOLE   206,500 0 0
Lowe's Companies, Inc. COM 548661107   103,307,556 468,600 SH   SOLE   468,600 0 0
McDonald's Corporation COM 580135101   112,511,860 441,500 SH   SOLE   441,500 0 0
Microsoft Corp. COM 594918104   189,350,367 423,650 SH   SOLE   423,650 0 0
Morgan Stanley COM 617446448   160,334,343 1,649,700 SH   SOLE   1,649,700 0 0
Northrop Grumman Corporation COM 666807102   96,039,785 220,300 SH   SOLE   220,300 0 0
Oracle Corporation COM 68389X105   155,983,640 1,104,700 SH   SOLE   1,104,700 0 0
PepsiCo, Inc. COM 713448108   92,905,069 563,300 SH   SOLE   563,300 0 0
RTX Corporation COM 75513E101   80,718,579 804,050 SH   SOLE   804,050 0 0
Target Corp. COM 87612E106   101,955,148 688,700 SH   SOLE   688,700 0 0
The Cigna Group COM 125523100   181,780,443 549,900 SH   SOLE   549,900 0 0
The Coca-Cola Co. COM 191216100   65,238,067 1,024,950 SH   SOLE   1,024,950 0 0
The Goldman Sachs Group, Inc. COM 38141G104   153,969,728 340,400 SH   SOLE   340,400 0 0
The Home Depot, Inc. COM 437076102   78,572,780 228,250 SH   SOLE   228,250 0 0
The TJX Companies, Inc. COM 872540109   108,910,920 989,200 SH   SOLE   989,200 0 0
The Walt Disney Company COM 254687106   109,685,663 1,104,700 SH   SOLE   1,104,700 0 0
UnitedHealth Group Inc. COM 91324P102   212,488,735 417,250 SH   SOLE   417,250 0 0