The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 | 3,144,946 | 8,200 | SH | SOLE | 8,200 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 15,749,017 | 70,900 | SH | SOLE | 70,900 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 1,451,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 11,775,479 | 46,300 | SH | SOLE | 46,300 | 0 | 0 | ||
| CINTAS CORP | COM | 172908105 | 5,754,840 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 985,500 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 2,950,656 | 1,600 | SH | SOLE | 1,600 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 1,324,980 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 1,526,400 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 1,427,030 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| KINSALE CAP GROUP INC | COM | 49714P108 | 2,433,550 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 22,966,228 | 41,900 | SH | SOLE | 41,900 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 6,056,910 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 9,516,137 | 25,350 | SH | SOLE | 25,350 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 875,620 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| NOVO-NORDISK A S | ADR | 670100205 | 2,083,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| POOL CORP | COM | 73278L105 | 1,838,471 | 5,775 | SH | SOLE | 5,775 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 6,862,860 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| QXO INC | COM NEW | 82846H405 | 3,474,066 | 256,578 | SH | SOLE | 256,578 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 3,771,118 | 7,422 | SH | SOLE | 7,422 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 3,859,650 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| HERSHEY CO | COM | 427866108 | 2,291,802 | 13,400 | SH | SOLE | 13,400 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 2,979,624 | 5,125 | SH | SOLE | 5,125 | 0 | 0 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 2,723,223 | 9,150 | SH | SOLE | 9,150 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 9,357,282 | 26,700 | SH | SOLE | 26,700 | 0 | 0 | ||
| WEST PHARMACEUTICAL SVCS INC | COM | 955306105 | 1,365,668 | 6,100 | SH | SOLE | 6,100 | 0 | 0 | ||