The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 | 3,172,416 | 8,200 | SH | SOLE | 8,200 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 14,546,553 | 70,900 | SH | SOLE | 70,900 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 14,267,345 | 46,300 | SH | SOLE | 46,300 | 0 | 0 | ||
| CINTAS CORP | COM | 172908105 | 6,240,360 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 1,155,900 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 2,924,736 | 1,600 | SH | SOLE | 1,600 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 1,034,460 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 2,645,750 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 23,545,286 | 41,900 | SH | SOLE | 41,900 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 6,595,020 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 12,609,344 | 25,350 | SH | SOLE | 25,350 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 840,920 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| NOVO-NORDISK A S | ADR | 670100205 | 2,070,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| POOL CORP | COM | 73278L105 | 1,683,297 | 5,775 | SH | SOLE | 5,775 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 10,208,160 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| QXO INC | COM NEW | 82846H405 | 5,526,690 | 256,578 | SH | SOLE | 256,578 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 3,913,546 | 7,422 | SH | SOLE | 7,422 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 4,614,120 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| HERSHEY CO | COM | 427866108 | 2,223,730 | 13,400 | SH | SOLE | 13,400 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 3,038,305 | 5,125 | SH | SOLE | 5,125 | 0 | 0 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 2,850,225 | 9,150 | SH | SOLE | 9,150 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 9,479,835 | 26,700 | SH | SOLE | 26,700 | 0 | 0 | ||
| WESTWOOD HLDGS GROUP INC | COM | 961765104 | 6,708,125 | 430,008 | SH | SOLE | 430,008 | 0 | 0 | ||