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
APPLE INC COM 037833100 20,003,987 78,561 SH SOLE 78,561 0 0
APPLIED MATLS INC COM 038222105 29,406,806 143,630 SH SOLE 143,630 0 0
BANK AMERICA CORP COM 060505104 7,531,160 145,981 SH SOLE 145,981 0 0
CISCO SYS INC COM 17275R102 14,091,167 205,951 SH SOLE 205,951 0 0
COMCAST CORP NEW CL A 20030N101 9,752,799 310,401 SH SOLE 310,401 0 0
EAGLE MATLS INC COM 26969P108 10,002,077 42,920 SH SOLE 42,920 0 0
GATX CORP COM 361448103 14,577,621 83,396 SH SOLE 83,396 0 0
HP INC COM 40434L105 8,043,905 295,406 SH SOLE 295,406 0 0
INTEL CORP COM 458140100 3,859,961 115,051 SH SOLE 115,051 0 0
KLA CORP COM NEW 482480100 14,664,646 13,596 SH SOLE 13,596 0 0
LAM RESEARCH CORP COM NEW 512807306 30,904,120 230,800 SH SOLE 230,800 0 0
MICROSOFT CORP COM 594918104 19,953,506 38,524 SH SOLE 38,524 0 0
NIKE INC CL B 654106103 10,391,862 149,030 SH SOLE 149,030 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 19,166,547 981,390 SH SOLE 981,390 0 0
WELLS FARGO CO NEW COM 949746101 21,306,373 254,192 SH SOLE 254,192 0 0