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   132,665,130 447,000 SH   SOLE   447,000 0 0
Centene Corporation COM 15135B101   9,177,870 151,500 SH   SOLE   151,500 0 0
Elevance Health, Inc. COM 036752103   191,016,420 517,800 SH   SOLE   517,800 0 0
FedEx Corporation COM 31428X106   139,145,818 494,600 SH   SOLE   494,600 0 0
Fiserv, Inc. COM 337738108   253,190,421 1,232,550 SH   SOLE   1,232,550 0 0
Global Payments Inc. COM 37940X102   99,968,726 892,100 SH   SOLE   892,100 0 0
Johnson & Johnson COM 478160104   167,795,355 1,160,250 SH   SOLE   1,160,250 0 0
L3Harris Technologies, Inc. COM 502431109   94,720,626 450,450 SH   SOLE   450,450 0 0
Lockheed Martin Corp. COM 539830109   84,310,590 173,500 SH   SOLE   173,500 0 0
Lowe's Companies, Inc. COM 548661107   112,540,800 456,000 SH   SOLE   456,000 0 0
McDonald's Corporation COM 580135101   124,609,216 429,850 SH   SOLE   429,850 0 0
Microsoft Corp. COM 594918104   139,727,250 331,500 SH   SOLE   331,500 0 0
Morgan Stanley COM 617446448   164,919,496 1,311,800 SH   SOLE   1,311,800 0 0
Northrop Grumman Corporation COM 666807102   100,568,847 214,300 SH   SOLE   214,300 0 0
Oracle Corporation COM 68389X105   179,138,000 1,075,000 SH   SOLE   1,075,000 0 0
PepsiCo, Inc. COM 713448108   83,899,105 551,750 SH   SOLE   551,750 0 0
RTX Corporation COM 75513E101   90,562,472 782,600 SH   SOLE   782,600 0 0
Target Corp. COM 87612E106   90,597,636 670,200 SH   SOLE   670,200 0 0
The Cigna Group COM 125523100   162,218,443 587,450 SH   SOLE   587,450 0 0
The Goldman Sachs Group, Inc. COM 38141G104   190,167,102 332,100 SH   SOLE   332,100 0 0
The Home Depot, Inc. COM 437076102   86,414,128 222,150 SH   SOLE   222,150 0 0
The TJX Companies, Inc. COM 872540109   116,321,908 962,850 SH   SOLE   962,850 0 0
The Walt Disney Company COM 254687106   136,175,482 1,222,950 SH   SOLE   1,222,950 0 0
UnitedHealth Group Inc. COM 91324P102   215,799,876 426,600 SH   SOLE   426,600 0 0