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
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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
Accenture Plc Class A COM G1151C101 61,274,256 492,400 SH SOLE 492,400 0 0
American Express Co. COM 025816109 154,123,612 455,650 SH SOLE 455,650 0 0
Centene Corporation COM 15135B101 71,748,372 1,117,750 SH SOLE 1,117,750 0 0
Elevance Health, Inc. COM 036752103 178,514,568 461,600 SH SOLE 461,600 0 0
FedEx Corporation COM 31428X106 133,080,250 425,000 SH SOLE 425,000 0 0
Global Payments Inc. COM 37940X102 94,386,048 1,300,800 SH SOLE 1,300,800 0 0
Johnson & Johnson COM 478160104 215,315,766 847,800 SH SOLE 847,800 0 0
L3Harris Technologies, Inc. COM 502431109 82,571,148 284,150 SH SOLE 284,150 0 0
Lockheed Martin Corp. COM 539830109 75,349,134 147,900 SH SOLE 147,900 0 0
Lowe's Companies, Inc. COM 548661107 86,200,565 390,950 SH SOLE 390,950 0 0
Marsh & McLennan Companies, In COM 571748102 67,384,681 404,300 SH SOLE 404,300 0 0
McDonald's Corporation COM 580135101 99,420,018 367,800 SH SOLE 367,800 0 0
Microsoft Corp. COM 594918104 161,778,774 433,700 SH SOLE 433,700 0 0
Morgan Stanley COM 617446448 230,790,612 1,104,050 SH SOLE 1,104,050 0 0
Northrop Grumman Corporation COM 666807102 81,642,393 160,300 SH SOLE 160,300 0 0
Oracle Corporation COM 68389X105 81,738,262 557,750 SH SOLE 557,750 0 0
PepsiCo, Inc. COM 713448108 131,696,810 972,650 SH SOLE 972,650 0 0
The Cigna Group COM 125523100 172,548,112 625,900 SH SOLE 625,900 0 0
The Goldman Sachs Group, Inc. COM 38141G104 246,774,280 244,000 SH SOLE 244,000 0 0
The Home Depot, Inc. COM 437076102 66,480,180 188,500 SH SOLE 188,500 0 0
The TJX Companies, Inc. COM 872540109 125,032,950 825,300 SH SOLE 825,300 0 0
The Walt Disney Company COM 254687106 160,222,562 1,664,650 SH SOLE 1,664,650 0 0
UnitedHealth Group Inc. COM 91324P102 184,331,905 443,500 SH SOLE 443,500 0 0