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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   16,794,408 97,938 SH   SOLE   97,938 0 0
APPLIED MATLS INC COM 038222105   44,143,325 214,049 SH   SOLE   214,049 0 0
BANK AMERICA CORP COM 060505104   5,025,386 132,526 SH   SOLE   132,526 0 0
CISCO SYS INC COM 17275R102   11,182,236 224,048 SH   SOLE   224,048 0 0
COMCAST CORP NEW CL A 20030N101   6,344,836 146,363 SH   SOLE   146,363 0 0
EAGLE MATLS INC COM 26969P108   11,691,500 43,023 SH   SOLE   43,023 0 0
GATX CORP COM 361448103   12,303,954 91,800 SH   SOLE   91,800 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   4,168,553 235,113 SH   SOLE   235,113 0 0
HP INC COM 40434L105   8,254,835 273,158 SH   SOLE   273,158 0 0
INTEL CORP COM 458140100   11,114,762 251,636 SH   SOLE   251,636 0 0
KLA CORP COM NEW 482480100   10,362,587 14,834 SH   SOLE   14,834 0 0
LAM RESEARCH CORP COM 512807108   36,892,456 37,972 SH   SOLE   37,972 0 0
MICROSOFT CORP COM 594918104   17,788,042 42,280 SH   SOLE   42,280 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   6,035,119 691,308 SH   SOLE   691,308 0 0
WELLS FARGO CO NEW COM 949746101   16,226,713 279,964 SH   SOLE   279,964 0 0