The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 22,217,663 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 31,334,500 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 18,480,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| BANK AMERICA CORP | COM | 060505104 | 11,066,055 | 201,000 | SH | SOLE | 201,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 36,847,500 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 16,139,190 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 14,153,282 | 16,400 | SH | SOLE | 16,400 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 18,886,560 | 231,000 | SH | SOLE | 231,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 23,232,518 | 118,500 | SH | SOLE | 118,500 | 0 | 0 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 140,993,367 | 205,129 | SH | SOLE | 205,129 | 0 | 0 | ||
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 4,578,882 | 134,495 | SH | SOLE | 134,495 | 0 | 0 | ||
| LINDE PLC | SHS | G54950103 | 24,838,210 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 70,763,280 | 146,000 | SH | SOLE | 146,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 20,711,900 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 23,414,300 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 | 2,794,779 | 65,230 | SH | SOLE | 65,230 | 0 | 0 | ||
| SPDR SERIES TRUST | STATE STREET SPD | 78464A698 | 28,571,927 | 439,264 | SH | SOLE | 439,264 | 0 | 0 | ||
| SPDR SERIES TRUST | STATE STREET SPD | 78464A888 | 7,024,436 | 67,846 | SH | SOLE | 67,846 | 0 | 0 | ||
| SPDR SERIES TRUST | STATE STREET SPD | 78464A797 | 7,111,905 | 116,828 | SH | SOLE | 116,828 | 0 | 0 | ||
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | 13,724,100 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 8,134,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 28,492,105 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 25,003,321 | 68,949 | SH | SOLE | 68,949 | 0 | 0 | ||