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
ABBVIE INC COM 00287Y109   15,472,932 114,844 SH   SOLE   114,844 0 0
ACTIVISION BLIZZARD INC COM 00507V109   11,605,075 137,664 SH   SOLE   137,664 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   20,521,932 41,968 SH   SOLE   41,968 0 0
ADVANCED MICRO DEVICES INC COM 007903107   12,300,685 107,986 SH   SOLE   107,986 0 0
ALPHABET INC CAP STK CL C 02079K107   20,569,860 170,041 SH   SOLE   170,041 0 0
APPLE INC COM 037833100   12,672,060 65,330 SH   SOLE   65,330 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   13,631,816 39,976 SH   SOLE   39,976 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   17,556,105 119,535 SH   SOLE   119,535 0 0
FISERV INC COM 337738108   16,273,350 129,000 SH   SOLE   129,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   22,203,720 555,093 SH   SOLE   555,093 0 0
GENERAL MTRS CO COM 37045V100   2,143,628 55,592 SH   SOLE   55,592 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   24,941,313 386,208 SH   SOLE   386,208 0 0
JOHNSON & JOHNSON COM 478160104   19,596,409 118,393 SH   SOLE   118,393 0 0
JPMORGAN CHASE & CO COM 46625H100   143,840 989 SH   SOLE   989 0 0
KARUNA THERAPEUTICS INC COM 48576A100   10,927,288 50,391 SH   SOLE   50,391 0 0
LILLY ELI & CO COM 532457108   23,138,535 49,338 SH   SOLE   49,338 0 0
MICROSOFT CORP COM 594918104   2,865,304 8,414 SH   SOLE   8,414 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   5,603,777 59,425 SH   SOLE   59,425 0 0
NVIDIA CORPORATION COM 67066G104   5,798,335 13,707 SH   SOLE   13,707 0 0
PARSONS CORP DEL COM 70202L102   5,416,039 112,506 SH   SOLE   112,506 0 0
PFIZER INC COM 717081103   16,387,560 446,771 SH   SOLE   446,771 0 0
QUALCOMM INC COM 747525103   5,796,415 48,693 SH   SOLE   48,693 0 0
TESLA INC COM 88160R101   2,306,717 8,812 SH   SOLE   8,812 0 0
TJX COS INC NEW COM 872540109   27,496,380 324,288 SH   SOLE   324,288 0 0
VALERO ENERGY CORP COM 91913Y100   10,084,985 85,976 SH   SOLE   85,976 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   14,704,331 395,384 SH   SOLE   395,384 0 0
WALMART INC COM 931142103   4,382,493 27,882 SH   SOLE   27,882 0 0