AMPHENOL CORP CL A 032095101 1057920 6000 SH SOLE 6000 0 0 APPLE INC COM 037833100 20515624 70900 SH SOLE 70900 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 17377316 46300 SH SOLE 46300 0 0 CARDINAL HEALTH INC COM 14149Y108 1069020 4500 SH SOLE 4500 0 0 CHENIERE ENERGY INC COM NEW 16411R208 956040 4000 SH SOLE 4000 0 0 CINTAS CORP COM 172908105 4762240 28000 SH SOLE 28000 0 0 CONSTELLATION ENERGY CORP COM 21037T109 1738590 7000 SH SOLE 7000 0 0 FAIR ISAAC CORP COM 303250104 1911648 1600 SH SOLE 1600 0 0 GE VERNOVA INC COM 36828A101 7049160 6000 SH SOLE 6000 0 0 GE AEROSPACE COM NEW 369604301 4111030 11000 SH SOLE 11000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 21519840 41900 SH SOLE 41900 0 0 MCKESSON CORP COM 58155Q103 7253760 9600 SH SOLE 9600 0 0 MICROSOFT CORP COM 594918104 9456057 25350 SH SOLE 25350 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 830580 2000 SH SOLE 2000 0 0 PARKER-HANNIFIN CORP COM 701094104 978120 1000 SH SOLE 1000 0 0 QUANTA SVCS INC COM 74762E102 19441080 27000 SH SOLE 27000 0 0 QXO INC COM NEW 82846H405 4433668 256578 SH SOLE 256578 0 0 S&P GLOBAL INC COM 78409V104 3022684 7422 SH SOLE 7422 0 0 SYNOPSYS INC COM 871607107 6691050 15000 SH SOLE 15000 0 0 HERSHEY CO COM 427866108 2351030 13400 SH SOLE 13400 0 0 TRACTOR SUPPLY CO COM 892356106 948300 30000 SH SOLE 30000 0 0 VISA INC COM CL A 92826C839 9160503 26700 SH SOLE 26700 0 0 WESTWOOD HLDGS GROUP INC COM 961765104 9015067 470515 SH SOLE 470515 0 0