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
ABBVIE INC Common stock 00287Y109 143,187 569,015 SH SOLE 569,015 0 0
ADVANCED MICRO DEVICES Common stock 007903107 294,010 506,119 SH SOLE 506,119 0 0
ALPHABET INC-CL A Common stock 02079K305 514,687 1,440,207 SH SOLE 1,440,207 0 0
ALPHABET INC-CL C Common stock 02079K107 663,035 1,876,532 SH SOLE 1,876,532 0 0
AMAZON.COM Common stock 023135106 693,529 2,909,831 SH SOLE 2,909,831 0 0
AMGEN Common stock 031162100 94,281 260,359 SH SOLE 260,359 0 0
AMPHENOL -CL A Common stock 032095101 102,419 580,870 SH SOLE 580,870 0 0
APPLE COMPUTER INC Common stock 037833100 1,257,417 4,345,511 SH SOLE 4,345,511 0 0
APPLIED MATERIALS Common stock 038222105 262,030 362,421 SH SOLE 362,421 0 0
AUTOMATIC DATA PROCESSING Common stock 053015103 83,041 370,801 SH SOLE 370,801 0 0
BAKER HUGHES CO Common stock 05722G100 174,375 3,141,884 SH SOLE 3,141,884 0 0
BANK OF AMERICA CORP Common stock 060505104 149,697 2,627,191 SH SOLE 2,627,191 0 0
BOOKING HOLDINGS INC Common stock 09857L108 85,334 478,757 SH SOLE 478,757 0 0
BROADCOM INC Common stock 11135F101 494,918 1,310,174 SH SOLE 1,310,174 0 0
CISCO SYSTEMS Common stock 17275R102 154,058 1,311,581 SH SOLE 1,311,581 0 0
COCA-COLA COMPANY Common stock 191216100 122,352 1,505,504 SH SOLE 1,505,504 0 0
COSTCO WHOLESALE CORP Common stock 22160K105 174,904 186,969 SH SOLE 186,969 0 0
CURTISS-WRIGHT CORP Common stock 231561101 108,311 142,936 SH SOLE 142,936 0 0
ELI LILLY & CO Common stock 532457108 298,903 249,204 SH SOLE 249,204 0 0
GE VERNOVA INC Common stock 36828A101 105,170 89,517 SH SOLE 89,517 0 0
GOLDMAN SACHS GROUP Common stock 38141G104 112,502 111,237 SH SOLE 111,237 0 0
HOME DEPOT Common stock 437076102 111,723 316,784 SH SOLE 316,784 0 0
INTEL CORP Common stock 458140100 187,342 1,341,703 SH SOLE 1,341,703 0 0
JPMORGAN CHASE & CO Common stock 46625H100 288,958 882,774 SH SOLE 882,774 0 0
KLA Corp Common stock 482480100 176,151 583,842 SH SOLE 583,842 0 0
LAM RESEARCH Common stock 512807306 232,156 535,748 SH SOLE 535,748 0 0
LINDE PLC Common stock 53223L109 105,513 203,325 SH SOLE 203,325 0 0
MASTERCARD INC Common stock 57636Q104 197,907 385,332 SH SOLE 385,332 0 0
MERCK & CO Common stock 58933Y105 124,686 970,317 SH SOLE 970,317 0 0
MICRON TECHNOLOGY Common stock 595112103 385,606 334,063 SH SOLE 334,063 0 0
MICROSOFT CORP Common stock 594918104 906,781 2,430,917 SH SOLE 2,430,917 0 0
MORGAN STANLEY Common stock 617446448 106,229 508,175 SH SOLE 508,175 0 0
NETFLIX INC Common stock 64110L106 104,660 1,465,830 SH SOLE 1,465,830 0 0
NVIDIA Common stock 67066G104 1,543,712 7,715,089 SH SOLE 7,715,089 0 0
ORACLE CORPORATION Common stock 68389X105 75,177 512,981 SH SOLE 512,981 0 0
PALANTIR TECHNOLOGIES INC-A Common stock 69608A108 80,117 686,694 SH SOLE 686,694 0 0
PALO ALTO NETWORKS INC Common stock 697435105 119,785 351,256 SH SOLE 351,256 0 0
PROCTER & GAMBLE CO Common stock 742718109 114,307 779,511 SH SOLE 779,511 0 0
PROLOGIS INC Common stock 74340W103 159,148 1,174,787 SH SOLE 1,174,787 0 0
S&P GLOBAL Common stock 78409V104 62,728 154,024 SH SOLE 154,024 0 0
SALESFORCE Common stock 79466L302 67,814 432,871 SH SOLE 432,871 0 0
SERVICENOW INC Common stock 81762P102 48,129 484,785 SH SOLE 484,785 0 0
SIMON PROPERTY GROUP INC Common stock 828806109 104,281 466,269 SH SOLE 466,269 0 0
SLB Ltd Common stock 806857108 185,474 3,989,536 SH SOLE 3,989,536 0 0
TESLA INC Common stock 88160R101 362,312 861,418 SH SOLE 861,418 0 0
TEXAS INSTRUMENTS Common stock 882508104 100,662 337,713 SH SOLE 337,713 0 0
TJX COMPANIES Common stock 872540109 102,529 676,762 SH SOLE 676,762 0 0
UNITEDHEALTH GROUP Common stock 91324P102 106,412 256,026 SH SOLE 256,026 0 0
VERIZON COMMUNICATIONS Common stock 92343V104 100,463 2,372,766 SH SOLE 2,372,766 0 0
VISA INC-CLASS A SHARES Common stock 92826C839 276,178 804,973 SH SOLE 804,973 0 0
WELLTOWER INC Common stock 95040Q104 242,816 1,069,814 SH SOLE 1,069,814 0 0
WESTERN DIGITAL Common stock 958102105 120,038 187,935 SH SOLE 187,935 0 0