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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
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   19,010,027 98,738 SH   SOLE   98,738 0 0
APPLIED MATLS INC COM 038222105   37,697,320 232,599 SH   SOLE   232,599 0 0
BANK AMERICA CORP COM 060505104   4,462,150 132,526 SH   SOLE   132,526 0 0
CISCO SYS INC COM 17275R102   11,318,905 224,048 SH   SOLE   224,048 0 0
COMCAST CORP NEW CL A 20030N101   6,418,018 146,363 SH   SOLE   146,363 0 0
EAGLE MATLS INC COM 26969P108   8,726,785 43,023 SH   SOLE   43,023 0 0
GATX CORP COM 361448103   11,036,196 91,800 SH   SOLE   91,800 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   3,992,219 235,113 SH   SOLE   235,113 0 0
HP INC COM 40434L105   8,219,324 273,158 SH   SOLE   273,158 0 0
INTEL CORP COM 458140100   12,644,709 251,636 SH   SOLE   251,636 0 0
KLA CORP COM NEW 482480100   8,623,004 14,834 SH   SOLE   14,834 0 0
LAM RESEARCH CORP COM 512807108   31,253,641 39,902 SH   SOLE   39,902 0 0
MICROSOFT CORP COM 594918104   15,925,670 42,351 SH   SOLE   42,351 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   8,492,553 746,270 SH   SOLE   746,270 0 0
WELLS FARGO CO NEW COM 949746101   13,779,828 279,964 SH   SOLE   279,964 0 0