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 18,608 136,103 SH   SOLE   112,903 0 23,200
APPLIED MATLS INC COM 038222105 23,649 259,935 SH   SOLE   217,473 0 42,462
BK OF AMERICA CORP COM 060505104 4,000 128,484 SH   SOLE   93,334 0 35,150
CISCO SYS INC COM 17275R102 11,066 259,520 SH   SOLE   214,277 0 45,243
COMCAST CORP NEW CL A 20030N101 6,468 164,834 SH   SOLE   141,074 0 23,760
EAGLE MATLS INC COM 26969P108 5,670 51,570 SH   SOLE   42,405 0 9,165
GATX CORP COM 361448103 9,508 100,973 SH   SOLE   86,603 0 14,370
HEWLETT PACKARD ENTERPRISE C COM 42824C109 4,199 316,694 SH   SOLE   264,984 0 51,710
HP INC COM 40434L105 10,122 308,793 SH   SOLE   258,713 0 50,080
INTEL CORP COM 458140100 12,807 342,343 SH   SOLE   282,403 0 59,940
KLA CORP COM NEW 482480100 5,496 17,226 SH   SOLE   13,662 0 3,564
LAM RESEARCH CORP COM 512807108 20,675 48,516 SH   SOLE   40,648 0 7,868
MICROSOFT CORP COM 594918104 13,095 50,987 SH   SOLE   42,322 0 8,665
WARNER BROS DISCOVERY INC COM SER A 934423104 5,375 400,532 SH   SOLE   340,897 0 59,635
WELLS FARGO CO NEW COM 949746101 12,684 323,811 SH   SOLE   268,261 0 55,550