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   3,528,459 100,300 SH   SOLE   100,300 0 0
ACCENTURE PLC-CL A Common Stock G1151C101   3,404,716 11,320 SH   SOLE   11,320 0 0
APPLE COMPUTER Common Stock 037833100   3,828,577 22,430 SH   SOLE   22,430 0 0
BEST BUY CO INC Common Stock 086516101   2,614,066 37,940 SH   SOLE   37,940 0 0
CARRIER GLOBAL CORP Common Stock 14448C104   4,021,527 71,890 SH   SOLE   71,890 0 0
COSTCO WHOLESALE CORP Common Stock 22160K105   3,667,664 6,450 SH   SOLE   6,450 0 0
CUMMINS Common Stock 231021106   2,963,081 12,810 SH   SOLE   12,810 0 0
DOLLAR GENERAL Common Stock 256677105   1,276,031 12,110 SH   SOLE   12,110 0 0
WW GRAINGER INC Common Stock 384802104   3,801,744 5,440 SH   SOLE   5,440 0 0
JOHNSON & JOHNSON Common Stock 478160104   2,690,492 17,150 SH   SOLE   17,150 0 0
ESTEE LAUDER-A Common Stock 518439104   1,775,794 12,510 SH   SOLE   12,510 0 0
MARSH & MCLENNAN COS Common Stock 571748102   3,502,474 18,110 SH   SOLE   18,110 0 0
MICROSOFT CORP Common Stock 594918104   3,857,772 12,300 SH   SOLE   12,300 0 0
NIKE INC B Common Stock 654106103   2,541,907 28,360 SH   SOLE   28,360 0 0
NUCOR CORP Common Stock 670346105   3,549,600 22,500 SH   SOLE   22,500 0 0
PARKER-HANNIFIN CP Common Stock 701094104   4,089,121 10,420 SH   SOLE   10,420 0 0
PFIZER INC Common Stock 717081103   1,876,302 58,470 SH   SOLE   58,470 0 0
ROSS STORES INC Common Stock 778296103   2,955,138 26,430 SH   SOLE   26,430 0 0
TJX COMPANIES Common Stock 872540109   3,474,808 38,790 SH   SOLE   38,790 0 0
TAIWAN SEMICONDUCTOR-SP ADR Common Stock 874039100   3,389,000 39,220 SH   SOLE   39,220 0 0
TEXAS INSTRUMENTS INC Common Stock 882508104   2,833,393 17,810 SH   SOLE   17,810 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   2,806,852 5,580 SH   SOLE   5,580 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   2,917,772 5,720 SH   SOLE   5,720 0 0
VISA INC-CLASS A SHARES Common Stock 92826C839   3,359,070 14,500 SH   SOLE   14,500 0 0