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
APPLE INC COM 037833100 22,428,564 67,349 SH SOLE 67,349 0 0
APPLIED MATLS INC COM 038222105 40,996,823 80,169 SH SOLE 80,169 0 0
BANK OF AMER CORP COM 060505104 7,538,936 138,507 SH SOLE 138,507 0 0
CISCO SYS INC COM 17275R102 18,687,689 173,629 SH SOLE 173,629 0 0
COMCAST CORP NEW CL A 20030N101 9,596,813 441,030 SH SOLE 441,030 0 0
EAGLE MATLS INC COM 26969P108 9,257,484 54,131 SH SOLE 54,131 0 0
GATX CORP COM 361448103 11,732,740 69,008 SH SOLE 69,008 0 0
HP INC COM 40434L105 7,893,383 252,346 SH SOLE 252,346 0 0
INTEL CORP COM 458140100 10,898,248 90,645 SH SOLE 90,645 0 0
KLA CORP COM NEW 482480100 22,383,032 114,826 SH SOLE 114,826 0 0
LAM RESEARCH CORP COM NEW 512807306 42,108,740 128,181 SH SOLE 128,181 0 0
MICROSOFT CORP COM 594918104 17,367,820 33,862 SH SOLE 33,862 0 0
NIKE INC CL B 654106103 12,717,804 359,260 SH SOLE 359,260 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103 6,121,650 193,112 SH SOLE 193,112 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 19,142,885 618,510 SH SOLE 618,510 0 0
WELLS FARGO & CO COM 949746101 17,585,224 219,678 SH SOLE 219,678 0 0