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
ADOBE INC COM 00724F101   2,039,600 4,000 SH   SOLE   4,000 0 0
APA CORP COM 03743Q108   2,359,140 57,400 SH   SOLE   57,400 0 0
APPLE INC COM 037833100   12,138,789 70,900 SH   SOLE   70,900 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108   10,848,090 46,300 SH   SOLE   46,300 0 0
CARDINAL HEALTH INC COM 14149Y108   1,562,760 18,000 SH   SOLE   18,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   3,037,068 18,300 SH   SOLE   18,300 0 0
CHESAPEAKE ENERGY CORP COM 165167735   1,914,306 22,200 SH   SOLE   22,200 0 0
CHEVRON CORP NEW COM 166764100   2,293,232 13,600 SH   SOLE   13,600 0 0
CINTAS CORP COM 172908105   3,367,070 7,000 SH   SOLE   7,000 0 0
CLEAN HARBORS INC COM 184496107   1,338,880 8,000 SH   SOLE   8,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   2,318,220 48,600 SH   SOLE   48,600 0 0
DIAMONDBACK ENERGY INC COM 25278X109   2,354,176 15,200 SH   SOLE   15,200 0 0
EXXON MOBIL CORP COM 30231G102   2,880,710 24,500 SH   SOLE   24,500 0 0
FAIR ISAAC CORP COM 303250104   868,530 1,000 SH   SOLE   1,000 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106   861,600 40,000 SH   SOLE   40,000 0 0
INTUIT COM 461202103   2,043,760 4,000 SH   SOLE   4,000 0 0
KINSALE CAP GROUP INC COM 49714P108   3,313,040 8,000 SH   SOLE   8,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   1,288,950 15,000 SH   SOLE   15,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   16,588,629 41,900 SH   SOLE   41,900 0 0
MCKESSON CORP COM 58155Q103   2,174,250 5,000 SH   SOLE   5,000 0 0
MICROSOFT CORP COM 594918104   8,004,263 25,350 SH   SOLE   25,350 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,088,960 4,000 SH   SOLE   4,000 0 0
NEWMONT CORP COM 651639106   1,548,205 41,900 SH   SOLE   41,900 0 0
NOVO-NORDISK A S ADR 670100205   1,455,040 16,000 SH   SOLE   16,000 0 0
OCCIDENTAL PETE CORP COM 674599105   713,680 11,000 SH   SOLE   11,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   929,500 10,000 SH   SOLE   10,000 0 0
POOL CORP COM 73278L105   2,056,478 5,775 SH   SOLE   5,775 0 0
QUANTA SVCS INC COM 74762E102   5,050,890 27,000 SH   SOLE   27,000 0 0
S&P GLOBAL INC COM 78409V104   2,712,073 7,422 SH   SOLE   7,422 0 0
SYNOPSYS INC COM 871607107   917,940 2,000 SH   SOLE   2,000 0 0
HERSHEY CO COM 427866108   1,680,672 8,400 SH   SOLE   8,400 0 0
PROGRESSIVE CORP COM 743315103   2,228,800 16,000 SH   SOLE   16,000 0 0
TRACTOR SUPPLY CO COM 892356106   1,279,215 6,300 SH   SOLE   6,300 0 0
TYLER TECHNOLOGIES INC COM 902252105   1,978,968 5,125 SH   SOLE   5,125 0 0
VERISK ANALYTICS INC COM 92345Y106   2,161,596 9,150 SH   SOLE   9,150 0 0
VISA INC COM CL A 92826C839   6,141,267 26,700 SH   SOLE   26,700 0 0
WEST PHARMACEUTICAL SVCS INC COM 955306105   2,288,781 6,100 SH   SOLE   6,100 0 0