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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   28,317,630 90,750 SH   SOLE   90,750 0 0
ADVANCED MICRO DEVICES INC COM 007903107   29,275,249 284,945 SH   SOLE   284,945 0 0
ALPHABET INC CAP STK CL C 02079K107   63,668,099 407,528 SH   SOLE   407,528 0 0
AMAZON COM INC COM 023135106   128,710,890 676,500 SH   SOLE   676,500 0 0
BANK AMERICA CORP COM 060505104   8,763,300 210,000 SH   SOLE   210,000 0 0
D R HORTON INC COM 23331A109   30,131,208 237,011 SH   SOLE   237,011 0 0
DELL TECHNOLOGIES INC CL C 24703L202   68,204,446 748,266 SH   SOLE   748,266 0 0
FREEPORT-MCMORAN INC CL B 35671D857   224,495,527 5,929,623 SH   SOLE   5,929,623 0 0
MARVELL TECHNOLOGY INC COM 573874104   24,162,900 392,446 SH   SOLE   392,446 0 0
META PLATFORMS INC CL A 30303M102   41,497,920 72,000 SH   SOLE   72,000 0 0
MICRON TECHNOLOGY INC COM 595112103   81,329,040 936,000 SH   SOLE   936,000 0 0
MICROSOFT CORP COM 594918104   379,733,262 1,011,570 SH   SOLE   1,011,570 0 0
NVIDIA CORPORATION COM 67066G104   81,068,240 748,000 SH   SOLE   748,000 0 0
ORACLE CORP COM 68389X105   20,132,640 144,000 SH   SOLE   144,000 0 0
DISNEY WALT CO COM 254687106   30,893,100 313,000 SH   SOLE   313,000 0 0