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 16,904,933 98,738 SH   SOLE   98,738 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 32,309,661 233,367 SH   SOLE   233,367 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 3,628,562 132,526 SH   SOLE   132,526 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 12,159,329 226,178 SH   SOLE   226,178 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 6,489,735 146,363 SH   SOLE   146,363 0 0
EAGLE MATLS INC COM 26969P108 BBG001S7VG92 7,164,190 43,023 SH   SOLE   43,023 0 0
GATX CORP COM 361448103 BBG001S5RM34 9,990,594 91,800 SH   SOLE   91,800 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 4,118,653 237,113 SH   SOLE   237,113 0 0
HP INC COM 40434L105 BBG001S6W7N7 7,020,161 273,158 SH   SOLE   273,158 0 0
INTEL CORP COM 458140100 BBG001S5SF65 8,945,660 251,636 SH   SOLE   251,636 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 6,803,762 14,834 SH   SOLE   14,834 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 25,312,733 40,386 SH   SOLE   40,386 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 13,372,328 42,351 SH   SOLE   42,351 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 7,397,973 681,213 SH   SOLE   681,213 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 11,439,329 279,964 SH   SOLE   279,964 0 0