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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APA CORPORATION COM 03743Q108   1,961,358 57,400 SH   SOLE   57,400 0 0
APPLE INC COM 037833100   13,752,473 70,900 SH   SOLE   70,900 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   10,858,276 46,300 SH   SOLE   46,300 0 0
CARDINAL HEALTH INC COM 14149Y108   1,702,260 18,000 SH   SOLE   18,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   5,987,748 39,300 SH   SOLE   39,300 0 0
CHESAPEAKE ENERGY CORP COM 165167735   1,857,696 22,200 SH   SOLE   22,200 0 0
CHEVRON CORP NEW COM 166764100   2,139,960 13,600 SH   SOLE   13,600 0 0
CINTAS CORP COM 172908105   1,491,240 3,000 SH   SOLE   3,000 0 0
CLEAN HARBORS INC COM 184496107   1,315,440 8,000 SH   SOLE   8,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   2,349,324 48,600 SH   SOLE   48,600 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,996,672 15,200 SH   SOLE   15,200 0 0
EXTRA SPACE STORAGE INC COM 30225T102   1,250,340 8,400 SH   SOLE   8,400 0 0
EXXON MOBIL CORP COM 30231G102   5,308,875 49,500 SH   SOLE   49,500 0 0
FAIR ISAAC CORP COM 303250104   809,210 1,000 SH   SOLE   1,000 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106   957,200 40,000 SH   SOLE   40,000 0 0
KINSALE CAP GROUP INC COM 49714P108   1,496,800 4,000 SH   SOLE   4,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   1,441,050 15,000 SH   SOLE   15,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   16,479,270 41,900 SH   SOLE   41,900 0 0
MCKESSON CORP COM 58155Q103   2,136,550 5,000 SH   SOLE   5,000 0 0
MICROSOFT CORP COM 594918104   8,632,689 25,350 SH   SOLE   25,350 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,173,120 4,000 SH   SOLE   4,000 0 0
NEWMONT CORP COM 651639106   1,787,454 41,900 SH   SOLE   41,900 0 0
NOVO-NORDISK A/S COM 670100205   1,294,640 8,000 SH   SOLE   8,000 0 0
OCCIDENTAL PETE CORP COM 674599105   1,234,800 21,000 SH   SOLE   21,000 0 0
POOL CORP COM 73278L105   2,163,546 5,775 SH   SOLE   5,775 0 0
PROGRESSIVE CORP COM 743315103   2,117,920 16,000 SH   SOLE   16,000 0 0
PUBLIC STORAGE COM 74460D109   3,356,620 11,500 SH   SOLE   11,500 0 0
QUANTA SVCS INC COM 74762E102   3,536,100 18,000 SH   SOLE   18,000 0 0
S&P GLOBAL INC COM 78409V104   2,975,406 7,422 SH   SOLE   7,422 0 0
HERSHEY CO COM 427866108   2,097,480 8,400 SH   SOLE   8,400 0 0
TRACTOR SUPPLY CO COM 892356106   1,392,930 6,300 SH   SOLE   6,300 0 0
TYLER TECHNOLOGIES INC COM 902252105   2,134,409 5,125 SH   SOLE   5,125 0 0
VERISK ANALYTICS INC COM 92345Y106   2,068,175 9,150 SH   SOLE   9,150 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839   6,340,716 26,700 SH   SOLE   26,700 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   2,333,067 6,100 SH   SOLE   6,100 0 0