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		<issuerName>ALPHABET INC-CL A</issuerName>
		<cusip>02079K305</cusip>
		<meetingDate>05/29/2025</meetingDate>
		<voteDescription>Adj Executive Comp metrics for share buyback</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<issuerName>AMAZON.COM INC</issuerName>
		<cusip>023135106</cusip>
		<meetingDate>05/14/2025</meetingDate>
		<voteDescription>Advisory vote to ratify NEO Comp</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<issuerName>BERKSHIRE HATHAWAY INC-CL B</issuerName>
		<cusip>084670702</cusip>
		<meetingDate>05/03/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>SECURITY HOLDER</voteSource>
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			<howVoted>AGAINST</howVoted>
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		<issuerName>BOOKING HOLDINGS INC</issuerName>
		<cusip>09857L108</cusip>
		<meetingDate>06/03/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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			<howVoted>FOR</howVoted>
			<sharesVoted>226</sharesVoted>
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		<issuerName>DXC TECHNOLOGY CO</issuerName>
		<cusip>23355L106</cusip>
		<meetingDate>07/30/2024</meetingDate>
		<voteDescription>Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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			<sharesVoted>2045</sharesVoted>
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		<issuerName>ELI LILLY &amp; CO</issuerName>
		<cusip>532457108</cusip>
		<meetingDate>04/29/2025</meetingDate>
		<voteDescription>Advisory vote to ratify NEO compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>94314</sharesVoted>
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		<issuerName>GENERAL MOTORS CO</issuerName>
		<cusip>37045V100</cusip>
		<meetingDate>06/03/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>48161</sharesVoted>
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		<issuerName>HEWLETT PACKARD ENTERPRISE</issuerName>
		<cusip>42824C109</cusip>
		<meetingDate>04/02/2025</meetingDate>
		<voteDescription>ISS views plan as faulty</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>23802</sharesVoted>
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			<howVoted>AGAINST</howVoted>
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		<issuerName>HEWLETT PACKARD ENTERPRISE</issuerName>
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		<meetingDate>04/02/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<issuerName>HEWLETT PACKARD ENTERPRISE</issuerName>
		<cusip>42824C109</cusip>
		<meetingDate>04/02/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<issuerName>HP INC</issuerName>
		<cusip>40434L105</cusip>
		<meetingDate>04/14/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>23802</sharesVoted>
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			<howVoted>FOR</howVoted>
			<sharesVoted>23802</sharesVoted>
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		<issuerName>INTEL CORP</issuerName>
		<cusip>458140100</cusip>
		<meetingDate>05/06/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>97670</sharesVoted>
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			<sharesVoted>97670</sharesVoted>
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		<issuerName>INTEL CORP</issuerName>
		<cusip>458140100</cusip>
		<meetingDate>05/06/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>97670</sharesVoted>
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			<howVoted>AGAINST</howVoted>
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		<issuerName>MASTERCARD INC - A</issuerName>
		<cusip>57636Q104</cusip>
		<meetingDate>05/15/2025</meetingDate>
		<voteDescription>Executive Officers' Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>5915</sharesVoted>
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			<howVoted>FOR</howVoted>
			<sharesVoted>5915</sharesVoted>
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		<issuerName>META PLATFORMS INC-CLASS A</issuerName>
		<cusip>30303M102</cusip>
		<meetingDate>05/14/2025</meetingDate>
		<voteDescription>Omnibus stock plan</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>155143</sharesVoted>
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		<issuerName>META PLATFORMS INC-CLASS A</issuerName>
		<cusip>30303M102</cusip>
		<meetingDate>05/14/2025</meetingDate>
		<voteDescription>NEO Comp</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>155143</sharesVoted>
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			<sharesVoted>155143</sharesVoted>
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		<issuerName>META PLATFORMS INC-CLASS A</issuerName>
		<cusip>30303M102</cusip>
		<meetingDate>05/14/2025</meetingDate>
		<voteDescription>Say on Pay frequency</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>155143</sharesVoted>
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			<howVoted>AGAINST</howVoted>
			<sharesVoted>155143</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<voteOtherInfo>Three Year</voteOtherInfo>
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		<issuerName>MICRON TECHNOLOGY INC</issuerName>
		<cusip>595112103</cusip>
		<meetingDate>01/16/2025</meetingDate>
		<voteDescription>NEO comp: advisory vote</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>49200</sharesVoted>
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		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>49200</sharesVoted>
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		<issuerName>MICRON TECHNOLOGY INC</issuerName>
		<cusip>595112103</cusip>
		<meetingDate>01/16/2025</meetingDate>
		<voteDescription>Omnibus Stock Plan</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>49200</sharesVoted>
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			<howVoted>FOR</howVoted>
			<sharesVoted>49200</sharesVoted>
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		<issuerName>NETFLIX INC</issuerName>
		<cusip>64110L106</cusip>
		<meetingDate>05/29/2025</meetingDate>
		<voteDescription>Advisory Vote to Ratify NEO's comp</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>63209</sharesVoted>
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		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>63209</sharesVoted>
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		<issuerName>NVIDIA CORP</issuerName>
		<cusip>67066G104</cusip>
		<meetingDate>06/20/2025</meetingDate>
		<voteDescription>Advisory vote re NEO comp</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>441330</sharesVoted>
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			<sharesVoted>441330</sharesVoted>
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		<issuerName>PERIMETER SOLUTIONS INC</issuerName>
		<cusip>71385M107</cusip>
		<meetingDate>05/23/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>102640</sharesVoted>
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		<vote>
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			<sharesVoted>102640</sharesVoted>
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		<issuerName>RTX CORP</issuerName>
		<cusip>75513E101</cusip>
		<meetingDate>05/12/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>11510</sharesVoted>
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			<sharesVoted>11510</sharesVoted>
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		<issuerName>SCHWAB (CHARLES) CORP</issuerName>
		<cusip>808513105</cusip>
		<meetingDate>05/22/2025</meetingDate>
		<voteDescription>Named Executive Officers' Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>440635</sharesVoted>
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			<sharesVoted>440635</sharesVoted>
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		<issuerName>SONIC AUTOMOTIVE INC-CLASS A</issuerName>
		<cusip>83545G102</cusip>
		<meetingDate>04/23/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>39260</sharesVoted>
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		<issuerName>UBER TECHNOLOGIES INC</issuerName>
		<cusip>90353T100</cusip>
		<meetingDate>04/29/2025</meetingDate>
		<voteDescription>Advisory vote to ratify NEO compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>670097</sharesVoted>
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		<issuerName>US BANCORP</issuerName>
		<cusip>902973304</cusip>
		<meetingDate>04/15/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<issuerName>WELLS FARGO &amp; CO</issuerName>
		<cusip>949746101</cusip>
		<meetingDate>04/29/2025</meetingDate>
		<voteDescription>Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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