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
ALPHABET INC CAP STK CL A 02079K305 45,114,389 126,240 SH SOLE 126,240 0 0
ALPHABET INC CAP STK CL C 02079K107 44,590,246 126,200 SH SOLE 126,200 0 0
AMAZON COM INC COM 023135106 74,450,742 312,372 SH SOLE 312,372 0 0
BANK OF AMER CORP COM 060505104 24,792,682 435,112 SH SOLE 435,112 0 0
BOEING CO COM 097023105 26,861,762 124,090 SH SOLE 124,090 0 0
FEDEX CORP COM 31428X106 23,757,799 75,872 SH SOLE 75,872 0 0
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 5,728,336 37,936 SH SOLE 37,936 0 0
FREEPORT MCMORAN INC CL B 35671D857 179,042,987 2,846,923 SH SOLE 2,846,923 0 0
HP INC COM 40434L105 5,686,848 259,200 SH SOLE 259,200 0 0
INTEL CORP COM 458140100 139,630 1,000 SH SOLE 1,000 0 0
MICROSOFT CORP COM 594918104 47,410,842 127,100 SH SOLE 127,100 0 0
NIKE INC CL B 654106103 4,652,197 113,330 SH SOLE 113,330 0 0
NVIDIA CORPORATION COM 67066G104 40,018,000 200,000 SH SOLE 200,000 0 0
RTX CORPORATION COM 75513E101 26,942,609 142,005 SH SOLE 142,005 0 0
SOUTHERN COPPER CORP COM 84265V105 66,341,479 380,704 SH SOLE 380,704 0 0
VISTRA CORP COM 92840M102 52,616,619 331,694 SH SOLE 331,694 0 0