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
Expires: July 31, 2015
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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 27,124,268 90,750 SH SOLE 90,750 0 0
ALPHABET INC CAP STK CL C 02079K107 149,633,432 843,528 SH SOLE 843,528 0 0
AMAZON COM INC COM 023135106 301,551,555 1,374,500 SH SOLE 1,374,500 0 0
APPLE INC COM 037833100 87,812,760 428,000 SH SOLE 428,000 0 0
BANK AMERICA CORP COM 060505104 52,052,000 1,100,000 SH SOLE 1,100,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 64,459,892 525,774 SH SOLE 525,774 0 0
FREEPORT-MCMORAN INC CL B 35671D857 412,807,875 9,522,673 SH SOLE 9,522,673 0 0
HUMANA INC COM 444859102 40,815,936 166,950 SH SOLE 166,950 0 0
JD.COM INC SPON ADS CL A 47215P106 41,975,040 1,286,000 SH SOLE 1,286,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 30,375,320 392,446 SH SOLE 392,446 0 0
META PLATFORMS INC CL A 30303M102 53,142,480 72,000 SH SOLE 72,000 0 0
MICRON TECHNOLOGY INC COM 595112103 72,224,500 586,000 SH SOLE 586,000 0 0
MICROSOFT CORP COM 594918104 143,338,640 288,170 SH SOLE 288,170 0 0
NVIDIA CORPORATION COM 67066G104 149,774,520 948,000 SH SOLE 948,000 0 0
SOUTHWEST AIRLS CO COM 844741108 33,737,600 1,040,000 SH SOLE 1,040,000 0 0
T-MOBILE US INC COM 872590104 160,944,630 675,500 SH SOLE 675,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 35,546,798 113,943 SH SOLE 113,943 0 0
DISNEY WALT CO COM 254687106 38,815,130 313,000 SH SOLE 313,000 0 0