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

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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
APPLIED MATLS INC COM 038222105 2,458,200 3,400 SH OTR 1 0 3,400 0
ASML HLDG NV N Y REGISTRY SHS N07059210 397,888 200 SH OTR 1 0 200 0
ATI INC COM 01741R102 394,200 2,000 SH OTR 1 0 2,000 0
BLOOM ENERGY CORP COM CL A 093712107 544,860 1,800 SH OTR 1 0 1,800 0
CATERPILLAR INC COM 149123101 532,450 500 SH OTR 1 0 500 0
CISCO SYS INC COM 17275R102 2,936,500 25,000 SH OTR 1 0 25,000 0
CORNING INC COM 219350105 536,403 2,100 SH OTR 1 0 2,100 0
ELI LILLY & CO COM 532457108 5,277,492 4,400 SH OTR 1 0 4,400 0
GE AEROSPACE COM NEW 369604301 2,317,126 6,200 SH OTR 1 0 6,200 0
GE VERNOVA INC COM 36828A101 2,349,720 2,000 SH OTR 1 0 2,000 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,371,631 6,300 SH OTR 1 0 6,300 0
INTEL CORP COM 458140100 3,839,825 27,500 SH OTR 1 0 27,500 0
ISHARES TR ISHARES SEMICDTR 464287523 901,350 3,000 SH OTR 1 0 3,000 0
ISHARES TR ISHARES BIOTECH 464287556 950,950 5,000 SH OTR 1 0 5,000 0
KLA CORP COM NEW 482480100 1,055,985 3,500 SH OTR 1 0 3,500 0
MICRON TECHNOLOGY INC COM 595112103 577,145 500 SH OTR 1 0 500 0
SANDISK CORP COM 80004C200 454,746 200 SH OTR 1 0 200 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 4,053,000 4,200 SH OTR 1 0 4,200 0
SPDR SERIES TRUST ST STR SP BIOT 78464A870 1,424,250 9,000 SH OTR 1 0 9,000 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 8,065,116 10,800 SH OTR 1 0 10,800 0
TALEN ENERGY CORP COM 87422Q109 384,260 1,000 SH OTR 1 0 1,000 0
TERADYNE INC COM 880770102 967,680 2,000 SH OTR 1 0 2,000 0