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
APPLE INC COM 037833100 19,328 136,597 SH   SOLE   113,910 0 22,687
APPLIED MATLS INC COM 038222105 32,571 253,019 SH   SOLE   214,725 0 38,294
BK OF AMERICA CORP COM 060505104 5,454 128,484 SH   SOLE   94,854 0 33,630
CISCO SYS INC COM 17275R102 13,813 253,784 SH   SOLE   212,706 0 41,078
COMCAST CORP NEW CL A 20030N101 8,476 151,544 SH   SOLE   131,122 0 20,422
DISCOVERY INC COM SER C 25470F302 5,823 239,913 SH   SOLE   192,717 0 47,196
EAGLE MATLS INC COM 26969P108 6,757 51,520 SH   SOLE   42,665 0 8,855
GATX CORP COM 361448103 9,494 106,004 SH   SOLE   92,134 0 13,870
HEWLETT PACKARD ENTERPRISE C COM 42824C109 4,710 330,500 SH   SOLE   281,080 0 49,420
HP INC COM 40434L105 8,792 321,353 SH   SOLE   273,113 0 48,240
INTEL CORP COM 458140100 13,670 256,562 SH   SOLE   209,942 0 46,620
KLA CORP COM NEW 482480100 5,763 17,228 SH   SOLE   13,844 0 3,384
LAM RESEARCH CORP COM 512807108 25,702 45,158 SH   SOLE   37,626 0 7,532
MICROSOFT CORP COM 594918104 14,514 51,482 SH   SOLE   42,817 0 8,665
WELLS FARGO CO NEW COM 949746101 15,016 323,561 SH   SOLE   270,071 0 53,490