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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC. CMN CLASS C COM 02079K107 24,400,000 8,736 SH   SOLE   8,736 0 0
ALPHABET INC. CMN CLASS A COM 02079K305 24,315,000 8,742 SH   SOLE   8,742 0 0
AMAZON.COM INC CMN COM 023135106 51,752,000 15,875 SH   SOLE   15,875 0 0
BANK OF AMERICA CORP CMN COM 060505104 52,329,000 1,269,502 SH   SOLE   1,269,502 0 0
ELECTRONIC ARTS CMN COM 285512109 15,290,000 120,861 SH   SOLE   120,861 0 0
META PLATFORMS INC CMN CLASS A COM 30303M102 48,663,000 218,849 SH   SOLE   218,849 0 0
GENERAL DYNAMICS CORP. CMN COM 369550108 7,923,000 32,849 SH   SOLE   32,849 0 0
JPMORGAN CHASE & CO CMN COM 46625H100 91,343,000 670,063 SH   SOLE   670,063 0 0
LOWES COMPANIES INC CMN COM 548661107 9,632,000 47,637 SH   SOLE   47,637 0 0
MASTERCARD INCORPORATED CMN CLASS A COM 57636Q104 20,430,000 57,167 SH   SOLE   57,167 0 0
RAYTHEON TECHNOLOGIES CORPORATION CMN COM 75513E101 25,559,000 257,985 SH   SOLE   257,985 0 0
TAKE TWO INTERACTIVE SOFTWARE INC COM 874054109 10,250,000 66,669 SH   SOLE   66,669 0 0
VISA INC. CMN CLASS A COM 92826C839 19,945,000 89,934 SH   SOLE   89,934 0 0
XP INC CMN CLASS A COM G98239109 24,391,000 810,319 SH   SOLE   810,319 0 0