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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
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
ALPHABET INC CAP STK CL A 02079K305 39,513,120 126,240 SH SOLE 126,240 0 0
ALPHABET INC CAP STK CL C 02079K107 39,601,560 126,200 SH SOLE 126,200 0 0
AMAZON COM INC COM 023135106 36,970,901 160,172 SH SOLE 160,172 0 0
BANK AMERICA CORP COM 060505104 23,931,160 435,112 SH SOLE 435,112 0 0
BOEING CO COM 097023105 26,942,421 124,090 SH SOLE 124,090 0 0
FEDEX CORP COM 31428X106 32,993,878 114,221 SH SOLE 114,221 0 0
FREEPORT-MCMORAN INC CL B 35671D857 111,168,695 2,188,791 SH SOLE 2,188,791 0 0
HP INC COM 40434L105 5,774,976 259,200 SH SOLE 259,200 0 0
INTEL CORP COM 458140100 49,077,000 1,330,000 SH SOLE 1,330,000 0 0
MICROSOFT CORP COM 594918104 35,884,604 74,200 SH SOLE 74,200 0 0
NIKE INC CL B 654106103 7,220,254 113,330 SH SOLE 113,330 0 0
NVIDIA CORPORATION COM 67066G104 3,730,000 20,000 SH SOLE 20,000 0 0
RTX CORPORATION COM 75513E101 26,043,717 142,005 SH SOLE 142,005 0 0
SOUTHERN COPPER CORP COM 84265V105 55,896,199 389,602 SH SOLE 389,602 0 0