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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 8,368,920 28,000 SH SOLE NONE 28,000 0 0
ALPHABET INC CAP STK CL A 02079K305 26,434,500 150,000 SH SOLE NONE 150,000 0 0
AMETEK INC COM 031100100 3,166,800 17,500 SH SOLE NONE 17,500 0 0
AMPHENOL CORP NEW CL A 032095101 4,246,250 43,000 SH SOLE NONE 43,000 0 0
APPLE INC COM 037833100 11,489,520 56,000 SH SOLE NONE 56,000 0 0
APTARGROUP INC COM 038336103 3,519,675 22,500 SH SOLE NONE 22,500 0 0
ARISTA NETWORKS INC COM SHS 040413205 4,603,950 45,000 SH SOLE NONE 45,000 0 0
BENTLEY SYS INC COM CL B 08265T208 2,698,500 50,000 SH SOLE NONE 50,000 0 0
BLACKROCK INC COM 09290D101 11,017,125 10,500 SH SOLE NONE 10,500 0 0
CHEMED CORP NEW COM 16359R103 973,860 2,000 SH SOLE NONE 2,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,684,500 30,000 SH SOLE NONE 30,000 0 0
CHUBB LIMITED COM H1467J104 13,037,400 45,000 SH SOLE NONE 45,000 0 0
CLOROX CO DEL COM 189054109 1,248,728 10,400 SH SOLE NONE 10,400 0 0
COLGATE PALMOLIVE CO COM 194162103 5,363,100 59,000 SH SOLE NONE 59,000 0 0
COPART INC COM 217204106 12,218,430 249,000 SH SOLE NONE 249,000 0 0
COTERRA ENERGY INC COM 127097103 1,269,000 50,000 SH SOLE NONE 50,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 1,648,650 15,000 SH SOLE NONE 15,000 0 0
ECOLAB INC COM 278865100 4,849,920 18,000 SH SOLE NONE 18,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,955,250 25,000 SH SOLE NONE 25,000 0 0
EOG RES INC COM 26875P101 4,186,350 35,000 SH SOLE NONE 35,000 0 0
EXXON MOBIL CORP COM 30231G102 4,312,000 40,000 SH SOLE NONE 40,000 0 0
FACTSET RESH SYS INC COM 303075105 2,683,680 6,000 SH SOLE NONE 6,000 0 0
FASTENAL CO COM 311900104 4,267,200 101,600 SH SOLE NONE 101,600 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,400,900 7,500 SH SOLE NONE 7,500 0 0
GARTNER INC COM 366651107 1,859,412 4,600 SH SOLE NONE 4,600 0 0
HEICO CORP NEW COM 422806109 2,296,000 7,000 SH SOLE NONE 7,000 0 0
HENRY JACK & ASSOC INC COM 426281101 3,531,332 19,600 SH SOLE NONE 19,600 0 0
HERSHEY CO COM 427866108 3,319,000 20,000 SH SOLE NONE 20,000 0 0
HOME DEPOT INC COM 437076102 1,833,200 5,000 SH SOLE NONE 5,000 0 0
HONEYWELL INTL INC COM 438516106 12,226,200 52,500 SH SOLE NONE 52,500 0 0
IDEXX LABS INC COM 45168D104 3,754,380 7,000 SH SOLE NONE 7,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,504,100 30,000 SH SOLE NONE 30,000 0 0
INTUIT COM 461202103 9,845,375 12,500 SH SOLE NONE 12,500 0 0
ISHARES TR U.S. ENERGY ETF 464287796 13,566,000 300,000 SH SOLE NONE 300,000 0 0
JPMORGAN CHASE & CO. COM 46625H100 6,378,020 22,000 SH SOLE NONE 22,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 2,073,200 10,000 SH SOLE NONE 10,000 0 0
LINDE PLC SHS G54950103 8,210,650 17,500 SH SOLE NONE 17,500 0 0
LULULEMON ATHLETICA INC COM 550021109 1,187,900 5,000 SH SOLE NONE 5,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 16,858,200 30,000 SH SOLE NONE 30,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 7,582,000 100,000 SH SOLE NONE 100,000 0 0
MERCK & CO INC COM 58933Y105 11,240,720 142,000 SH SOLE NONE 142,000 0 0
META PLATFORMS INC CL A 30303M102 5,904,720 8,000 SH SOLE NONE 8,000 0 0
MICROSOFT CORP COM 594918104 31,834,240 64,000 SH SOLE NONE 64,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 3,319,920 53,000 SH SOLE NONE 53,000 0 0
MORNINGSTAR INC COM 617700109 2,354,475 7,500 SH SOLE NONE 7,500 0 0
NEXTERA ENERGY INC COM 65339F101 7,636,200 110,000 SH SOLE NONE 110,000 0 0
NIKE INC CL B 654106103 10,656,000 150,000 SH SOLE NONE 150,000 0 0
ONEOK INC NEW COM 682680103 2,844,806 34,850 SH SOLE NONE 34,850 0 0
ORACLE CORP COM 68389X105 7,652,050 35,000 SH SOLE NONE 35,000 0 0
PEPSICO INC COM 713448108 8,582,600 65,000 SH SOLE NONE 65,000 0 0
PINTEREST INC CL A 72352L106 2,653,640 74,000 SH SOLE NONE 74,000 0 0
PTC INC COM 69370C100 2,154,250 12,500 SH SOLE NONE 12,500 0 0
RESMED INC COM 761152107 3,999,000 15,500 SH SOLE NONE 15,500 0 0
ROLLINS INC COM 775711104 2,835,105 50,250 SH SOLE NONE 50,250 0 0
ROPER TECHNOLOGIES INC COM 776696106 7,935,760 14,000 SH SOLE NONE 14,000 0 0
ROSS STORES INC COM 778296103 1,020,640 8,000 SH SOLE NONE 8,000 0 0
SCHLUMBERGER LTD COM STK 806857108 9,464,000 280,000 SH SOLE NONE 280,000 0 0
SCHWAB CHARLES CORP COM 808513105 11,405,000 125,000 SH SOLE NONE 125,000 0 0
STARBUCKS CORP COM 855244109 8,704,850 95,000 SH SOLE NONE 95,000 0 0
SYSCO CORP COM 871829107 1,514,800 20,000 SH SOLE NONE 20,000 0 0
TEXAS INSTRS INC COM 882508104 12,249,580 59,000 SH SOLE NONE 59,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,150,150 27,500 SH SOLE NONE 27,500 0 0
TJX COS INC NEW COM 872540109 11,422,825 92,500 SH SOLE NONE 92,500 0 0
TRACTOR SUPPLY CO COM 892356106 4,221,600 80,000 SH SOLE NONE 80,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 3,705,250 6,250 SH SOLE NONE 6,250 0 0
UNION PAC CORP COM 907818108 12,309,280 53,500 SH SOLE NONE 53,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,359,100 30,000 SH SOLE NONE 30,000 0 0
VEEVA SYS INC CL A COM 922475108 12,383,140 43,000 SH SOLE NONE 43,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 7,355,900 170,000 SH SOLE NONE 170,000 0 0
VISA INC COM CL A 92826C839 6,479,663 18,250 SH SOLE NONE 18,250 0 0
VULCAN MATLS CO COM 929160109 2,086,560 8,000 SH SOLE NONE 8,000 0 0
WALMART INC COM 931142103 6,746,820 69,000 SH SOLE NONE 69,000 0 0
WEC ENERGY GROUP INC COM 92939U106 4,376,400 42,000 SH SOLE NONE 42,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 8,752,000 40,000 SH SOLE NONE 40,000 0 0