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 COM 037833100 BBG001S5N8V8 14,483,817 111,474 SH   SOLE   111,474 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 25,926,938 266,245 SH   SOLE   266,245 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 4,287,185 129,444 SH   SOLE   129,444 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 12,002,660 251,945 SH   SOLE   251,945 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 5,657,936 161,794 SH   SOLE   161,794 0 0
EAGLE MATLS INC COM 26969P108 BBG001S7VG92 6,851,075 51,570 SH   SOLE   51,570 0 0
GATX CORP COM 361448103 BBG001S5RM34 10,737,469 100,973 SH   SOLE   100,973 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 4,565,454 286,056 SH   SOLE   286,056 0 0
HP INC COM 40434L105 BBG001S6W7N7 8,297,268 308,793 SH   SOLE   308,793 0 0
INTEL CORP COM 458140100 BBG001S5SF65 7,854,362 297,176 SH   SOLE   297,176 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 6,380,856 16,924 SH   SOLE   16,924 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 19,127,012 45,508 SH   SOLE   45,508 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 11,832,479 49,339 SH   SOLE   49,339 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 5,643,596 595,316 SH   SOLE   595,316 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 13,413,511 324,861 SH   SOLE   324,861 0 0