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
APPLE INC COM 037833100 BBG001S5N8V8 18,382,063 111,474 SH   SOLE   111,474 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 6,165,834 162,644 SH   SOLE   162,644 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 14,224,434 49,339 SH   SOLE   49,339 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 6,755,553 16,924 SH   SOLE   16,924 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 32,490,377 264,515 SH   SOLE   264,515 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 4,395,979 275,956 SH   SOLE   275,956 0 0
GATX CORP COM 361448103 BBG001S5RM34 11,109,049 100,973 SH   SOLE   100,973 0 0
EAGLE MATLS INC COM 26969P108 BBG001S7VG92 7,567,898 51,570 SH   SOLE   51,570 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 24,029,279 45,328 SH   SOLE   45,328 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 4,324,720 151,214 SH   SOLE   151,214 0 0
INTEL CORP COM 458140100 BBG001S5SF65 9,736,183 298,016 SH   SOLE   298,016 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 8,818,128 583,982 SH   SOLE   583,982 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 11,915,660 318,771 SH   SOLE   318,771 0 0
HP INC COM 40434L105 BBG001S6W7N7 9,033,725 307,793 SH   SOLE   307,793 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 13,139,060 251,345 SH   SOLE   251,345 0 0