ADOBE INC COM 00724F101 3144946 8200 SH SOLE 8200 0 0 APPLE INC COM 037833100 15749017 70900 SH SOLE 70900 0 0 APPLIED MATLS INC COM 038222105 1451200 10000 SH SOLE 10000 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 11775479 46300 SH SOLE 46300 0 0 CINTAS CORP COM 172908105 5754840 28000 SH SOLE 28000 0 0 CLEAN HARBORS INC COM 184496107 985500 5000 SH SOLE 5000 0 0 FAIR ISAAC CORP COM 303250104 2950656 1600 SH SOLE 1600 0 0 FISERV INC COM 337738108 1324980 6000 SH SOLE 6000 0 0 GE VERNOVA INC COM 36828A101 1526400 5000 SH SOLE 5000 0 0 HOWMET AEROSPACE INC COM 443201108 1427030 11000 SH SOLE 11000 0 0 KINSALE CAP GROUP INC COM 49714P108 2433550 5000 SH SOLE 5000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 22966228 41900 SH SOLE 41900 0 0 MCKESSON CORP COM 58155Q103 6056910 9000 SH SOLE 9000 0 0 MICROSOFT CORP COM 594918104 9516137 25350 SH SOLE 25350 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 875620 2000 SH SOLE 2000 0 0 NOVO-NORDISK A S ADR 670100205 2083200 30000 SH SOLE 30000 0 0 POOL CORP COM 73278L105 1838471 5775 SH SOLE 5775 0 0 QUANTA SVCS INC COM 74762E102 6862860 27000 SH SOLE 27000 0 0 QXO INC COM NEW 82846H405 3474066 256578 SH SOLE 256578 0 0 S&P GLOBAL INC COM 78409V104 3771118 7422 SH SOLE 7422 0 0 SYNOPSYS INC COM 871607107 3859650 9000 SH SOLE 9000 0 0 HERSHEY CO COM 427866108 2291802 13400 SH SOLE 13400 0 0 TYLER TECHNOLOGIES INC COM 902252105 2979624 5125 SH SOLE 5125 0 0 VERISK ANALYTICS INC COM 92345Y106 2723223 9150 SH SOLE 9150 0 0 VISA INC COM CL A 92826C839 9357282 26700 SH SOLE 26700 0 0 WEST PHARMACEUTICAL SVCS INC COM 955306105 1365668 6100 SH SOLE 6100 0 0