The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 | 11,517 | 48 | SH | SOLE | 48 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 29,039,664 | 84,398 | SH | SOLE | 84,398 | 0 | 0 | ||
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 558,735 | 5,629 | SH | SOLE | 5,629 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 203,702 | 893 | SH | SOLE | 893 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 2,480,806 | 7,064 | SH | SOLE | 7,064 | 0 | 0 | ||
| CHUBB LIMITED | COM | H1467J104 | 20,036,376 | 61,603 | SH | SOLE | 61,603 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 86,548 | 246 | SH | SOLE | 246 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 264,981 | 5,865 | SH | SOLE | 5,865 | 0 | 0 | ||
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 1,131,037 | 10,231 | SH | SOLE | 10,231 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 11,230,520 | 175,779 | SH | SOLE | 175,779 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 905,707 | 3,285 | SH | SOLE | 3,285 | 0 | 0 | ||
| MARKEL GROUP INC | COM | 570535104 | 551,409 | 322 | SH | SOLE | 322 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 7,764,987 | 21,832 | SH | SOLE | 21,832 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 2,685,342 | 3,703 | SH | SOLE | 3,703 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 24,736,115 | 23,224 | SH | SOLE | 23,224 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 27,562,220 | 53,738 | SH | SOLE | 53,738 | 0 | 0 | ||
| MOBILITY GLOBAL INC | COM SHS | 60744M106 | 703 | 41 | SH | SOLE | 41 | 0 | 0 | ||
| NETFLIX INC. | COM | 64110L106 | 18,369 | 264 | SH | SOLE | 264 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 30,364,720 | 132,957 | SH | SOLE | 132,957 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 1,245,951 | 6,770 | SH | SOLE | 6,770 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 11,542,320 | 50,278 | SH | SOLE | 50,278 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 9,596,413 | 21,036 | SH | SOLE | 21,036 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 1,096,160 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 19,978,389 | 55,599 | SH | SOLE | 55,599 | 0 | 0 | ||