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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

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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
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 2,674,728 18,300 SH   DFND 01,02 18,300 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG000C5Z1S3 3,031,898 23,051 SH   DFND 01,02 23,051 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 983,008 7,957 SH   DFND 01,02 7,957 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG000MYZDJ3 607,958 742 SH   DFND 01,02 742 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8KW8 590,754 6,824 SH   DFND 01,02 6,824 0 0