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
APPLE INC Common stock 037833100   961,506 3,839,577 SH   SOLE   3,839,577 0 0
AMAZON.COM INC Common stock 023135106   527,459 2,404,209 SH   SOLE   2,404,209 0 0
BROADCOM INC Common stock 11135F101   263,813 1,137,908 SH   SOLE   1,137,908 0 0
BAKER HUGHES CO Common stock 05722G100   174,634 4,257,295 SH   SOLE   4,257,295 0 0
COSTCO WHOLESALE CORP Common stock 22160K105   127,742 139,415 SH   SOLE   139,415 0 0
SALESFORCE Common stock 79466L302   111,860 334,579 SH   SOLE   334,579 0 0
FISERV Common stock 337738108   97,254 473,442 SH   SOLE   473,442 0 0
ALPHABET INC Common stock C 02079K107   286,892 1,506,471 SH   SOLE   1,506,471 0 0
ALPHABET INC Common stock A 02079K305   274,557 1,450,380 SH   SOLE   1,450,380 0 0
THE HOME DEPOT, INC. Common stock 437076102   120,494 309,760 SH   SOLE   309,760 0 0
JPMORGAN CHASE & CO Common stock 46625H100   189,794 791,764 SH   SOLE   791,764 0 0
ELI LILLY & CO Common stock 532457108   168,694 218,515 SH   SOLE   218,515 0 0
MASTERCARD INC Common stock 57636Q104   194,141 368,690 SH   SOLE   368,690 0 0
MERCK & CO Common stock 58933Y105   84,931 853,754 SH   SOLE   853,754 0 0
MICROSOFT CORP Common stock 594918104   906,641 2,150,988 SH   SOLE   2,150,988 0 0
NETFLIX INC. Common stock 64110L106   106,412 119,387 SH   SOLE   119,387 0 0
SERVICENOW INC Common stock 81762P102   105,090 99,130 SH   SOLE   99,130 0 0
NVIDIA Common stock 67066G104   947,322 7,054,299 SH   SOLE   7,054,299 0 0
PROCTER & GAMBLE CO Common stock 742718109   125,363 747,768 SH   SOLE   747,768 0 0
PROLOGIS, INC. Common stock 74340W103   94,391 893,009 SH   SOLE   893,009 0 0
TESLA INC Common stock 88160R101   288,825 715,197 SH   SOLE   715,197 0 0
UNITEDHEALTH GROUP Common stock 91324P102   125,553 248,198 SH   SOLE   248,198 0 0
VISA INC-CLASS A SHARES Common stock 92826C839   235,455 745,016 SH   SOLE   745,016 0 0