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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 51,318 371,332 SH   SOLE   371,332 0 0
AMAZON COM INC COM 023135106 82,693 731,800 SH   SOLE   731,800 0 0
BOEING CO COM 097023105 49,643 410,000 SH   SOLE   410,000 0 0
WALT DISNEY CO COM 254687106 26,412 280,000 SH   SOLE   280,000 0 0
FORD MTR CO COM 345370860 39,122 3,493,000 SH   SOLE   3,493,000 0 0
FAIR ISAAC CORP COM 303250104 42,643 103,500 SH   SOLE   103,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 30,616 107,673 SH   SOLE   107,673 0 0
MICROSOFT CORP COM 594918104 80,270 344,655 SH   SOLE   344,655 0 0
NVIDIA CORPORATION COM 67066G104 35,871 295,500 SH   SOLE   295,500 0 0
QUALCOMM INCORPORATED COM 747525103 39,010 345,282 SH   SOLE   345,282 0 0
ROKU INC COM CL A 77543R102 14,768 261,851 SH   SOLE   261,851 0 0
SEA LTD - ADR SPONSORD ADS 81141R100 27,626 492,884 SH   SOLE   492,884 0 0
S&P GLOBAL INC COM 78409V104 35,785 117,192 SH   SOLE   117,192 0 0