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 | 19,887 | 97 | SH | SOLE | 97 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 26,862,788 | 75,168 | SH | SOLE | 75,168 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 23,149 | 80 | SH | SOLE | 80 | 0 | 0 | ||
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 11,853 | 80 | SH | SOLE | 80 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 219,698 | 957 | SH | SOLE | 957 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 2,668,426 | 7,064 | SH | SOLE | 7,064 | 0 | 0 | ||
| CHUBB LTD SWITZ | COM | H1467J104 | 19,316,210 | 56,689 | SH | SOLE | 56,689 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 120,678 | 246 | SH | SOLE | 246 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 575,258 | 11,728 | SH | SOLE | 11,728 | 0 | 0 | ||
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 480,230 | 5,123 | SH | SOLE | 5,123 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 8,137,348 | 180,389 | SH | SOLE | 180,389 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 857,385 | 3,285 | SH | SOLE | 3,285 | 0 | 0 | ||
| MARKEL GROUP INC | COM | 570535104 | 1,755,756 | 899 | SH | SOLE | 899 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 8,006,968 | 21,606 | SH | SOLE | 21,606 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 393,176 | 698 | SH | SOLE | 698 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 26,680,259 | 23,114 | SH | SOLE | 23,114 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 20,631,736 | 55,310 | SH | SOLE | 55,310 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 25,768,190 | 128,783 | SH | SOLE | 128,783 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 3,147,158 | 17,031 | SH | SOLE | 17,031 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 16,698 | 41 | SH | SOLE | 41 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 8,532,017 | 54,462 | SH | SOLE | 54,462 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 9,719,505 | 20,352 | SH | SOLE | 20,352 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 1,154,560 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 19,701,943 | 57,425 | SH | SOLE | 57,425 | 0 | 0 | ||