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   3,624,460 7,000 SH   SOLE   7,000 0 0
APA CORPORATION COM 03743Q108   1,404,004 57,400 SH   SOLE   57,400 0 0
APPLE INC COM 037833100   16,519,700 70,900 SH   SOLE   70,900 0 0
APPLIED MATLS INC COM 038222105   2,020,500 10,000 SH   SOLE   10,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   844,110 3,000 SH   SOLE   3,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   12,548,689 46,300 SH   SOLE   46,300 0 0
CINTAS CORP COM 172908105   5,764,640 28,000 SH   SOLE   28,000 0 0
CLEAN HARBORS INC COM 184496107   2,658,810 11,000 SH   SOLE   11,000 0 0
FAIR ISAAC CORP COM 303250104   3,887,040 2,000 SH   SOLE   2,000 0 0
GE AEROSPACE COM NEW 369604301   377,160 2,000 SH   SOLE   2,000 0 0
HOWMET AEROSPACE INC COM 443201108   1,002,500 10,000 SH   SOLE   10,000 0 0
INTUIT INC COM 461202103   3,726,000 6,000 SH   SOLE   6,000 0 0
KINSALE CAP GROUP INC COM 49714P108   4,655,700 10,000 SH   SOLE   10,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   1,326,750 25,000 SH   SOLE   25,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   20,690,220 41,900 SH   SOLE   41,900 0 0
MCKESSON CORP COM 58155Q103   4,449,780 9,000 SH   SOLE   9,000 0 0
MICROSOFT CORP COM 594918104   10,908,105 25,350 SH   SOLE   25,350 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   899,260 2,000 SH   SOLE   2,000 0 0
NOVO-NORDISK A S ADR 670100205   3,572,100 30,000 SH   SOLE   30,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,452,200 20,000 SH   SOLE   20,000 0 0
POOL CORP COM 73278L105   2,176,020 5,775 SH   SOLE   5,775 0 0
QUANTA SVCS INC COM 74762E102   8,050,050 27,000 SH   SOLE   27,000 0 0
S&P GLOBAL INC COM 78409V104   3,834,354 7,422 SH   SOLE   7,422 0 0
SYNOPSYS INC COM 871607107   4,557,510 9,000 SH   SOLE   9,000 0 0
HERSHEY CO COM 427866108   1,610,952 8,400 SH   SOLE   8,400 0 0
TYLER TECHNOLOGIES INC COM 902252105   2,991,565 5,125 SH   SOLE   5,125 0 0
VERISK ANALYTICS INC COM 92345Y106   2,451,834 9,150 SH   SOLE   9,150 0 0
VISA INC COM CL A 92826C839   7,341,165 26,700 SH   SOLE   26,700 0 0
WEST PHARMACEUTICAL SVCS INC COM 955306105   1,830,976 6,100 SH   SOLE   6,100 0 0