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
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
SUNCOR ENERGY INC Common Stock 867224107   3,157,289 101,800 SH   SOLE   101,800 0 0
ACCENTURE PLC-CL A Common Stock G1151C101   3,256,243 11,520 SH   SOLE   11,520 0 0
APPLE COMPUTER Common Stock 037833100   3,690,443 22,730 SH   SOLE   22,730 0 0
BEST BUY CO INC Common Stock 086516101   2,895,301 38,440 SH   SOLE   38,440 0 0
CARRIER GLOBAL CORP Common Stock 14448C104   3,291,119 72,990 SH   SOLE   72,990 0 0
COSTCO WHOLESALE CORP Common Stock 22160K105   3,219,194 6,550 SH   SOLE   6,550 0 0
CUMMINS Common Stock 231021106   3,045,511 13,010 SH   SOLE   13,010 0 0
DOLLAR GENERAL Common Stock 256677105   2,556,664 12,310 SH   SOLE   12,310 0 0
WW GRAINGER INC Common Stock 384802104   3,707,756 5,540 SH   SOLE   5,540 0 0
JOHNSON & JOHNSON Common Stock 478160104   2,677,354 17,450 SH   SOLE   17,450 0 0
ESTEE LAUDER-A Common Stock 518439104   3,135,811 12,710 SH   SOLE   12,710 0 0
MARSH & MCLENNAN COS Common Stock 571748102   3,035,441 18,410 SH   SOLE   18,410 0 0
MICROSOFT CORP Common Stock 594918104   3,550,625 12,500 SH   SOLE   12,500 0 0
NIKE INC B Common Stock 654106103   3,466,086 28,860 SH   SOLE   28,860 0 0
NUCOR CORP Common Stock 670346105   3,451,008 22,800 SH   SOLE   22,800 0 0
PARKER-HANNIFIN CP Common Stock 701094104   3,574,373 10,620 SH   SOLE   10,620 0 0
PFIZER INC Common Stock 717081103   2,397,361 59,370 SH   SOLE   59,370 0 0
ROSS STORES INC Common Stock 778296103   2,766,978 26,830 SH   SOLE   26,830 0 0
TJX COMPANIES Common Stock 872540109   3,029,485 39,390 SH   SOLE   39,390 0 0
TAIWAN SEMICONDUCTOR-SP ADR Common Stock 874039100   3,691,402 39,920 SH   SOLE   39,920 0 0
TEXAS INSTRUMENTS INC Common Stock 882508104   3,336,586 18,110 SH   SOLE   18,110 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   3,197,670 5,680 SH   SOLE   5,680 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   2,735,749 5,820 SH   SOLE   5,820 0 0
VISA INC-CLASS A SHARES Common Stock 92826C839   3,268,692 14,700 SH   SOLE   14,700 0 0