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 |
| ADOBE INC | COM | 00724F101 | 23,579 | 97 | SH | SOLE | 97 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 21,177,644 | 73,646 | SH | SOLE | 73,646 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 1,254,484 | 4,943 | SH | SOLE | 4,943 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 13,861 | 64 | SH | SOLE | 64 | 0 | 0 | ||
| AUTOHOME INC | SP ADS RP CL A | 05278C107 | 440,990 | 25,388 | SH | SOLE | 25,388 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 2,186,379 | 7,064 | SH | SOLE | 7,064 | 0 | 0 | ||
| CHUBB LTD SWITZ | COM | H1467J104 | 13,318,804 | 40,864 | SH | SOLE | 40,864 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 95,505 | 246 | SH | SOLE | 246 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 654,422 | 11,728 | SH | SOLE | 11,728 | 0 | 0 | ||
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 327,677 | 2,396 | SH | SOLE | 2,396 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 4,295,062 | 180,389 | SH | SOLE | 180,389 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 747,585 | 1,729 | SH | SOLE | 1,729 | 0 | 0 | ||
| MARKEL GROUP INC | COM | 570535104 | 24,883 | 13 | SH | SOLE | 13 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 10,248,084 | 31,333 | SH | SOLE | 31,333 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 377,034 | 659 | SH | SOLE | 659 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 7,680,117 | 22,733 | SH | SOLE | 22,733 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 16,509,952 | 44,601 | SH | SOLE | 44,601 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 21,163,789 | 121,352 | SH | SOLE | 121,352 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 4,368,990 | 33,926 | SH | SOLE | 33,926 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 17,439 | 41 | SH | SOLE | 41 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 7,867,394 | 42,146 | SH | SOLE | 42,146 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 6,820,507 | 20,182 | SH | SOLE | 20,182 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 764,616 | 10,630 | SH | SOLE | 10,630 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 14,779,838 | 48,901 | SH | SOLE | 48,901 | 0 | 0 | ||