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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 BBG001S5N8V8 19,717,438 101,652 SH   SOLE   101,652 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 34,694,370 240,033 SH   SOLE   240,033 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 4,051,143 141,204 SH   SOLE   141,204 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 11,981,070 231,563 SH   SOLE   231,563 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 6,236,780 150,103 SH   SOLE   150,103 0 0
EAGLE MATLS INC COM 26969P108 BBG001S7VG92 8,386,477 44,987 SH   SOLE   44,987 0 0
GATX CORP COM 361448103 BBG001S5RM34 12,087,656 93,892 SH   SOLE   93,892 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 4,063,097 241,851 SH   SOLE   241,851 0 0
HP INC COM 40434L105 BBG001S6W7N7 8,622,692 280,778 SH   SOLE   280,778 0 0
INTEL CORP COM 458140100 BBG001S5SF65 9,118,820 272,692 SH   SOLE   272,692 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 7,384,915 15,226 SH   SOLE   15,226 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 26,634,333 41,431 SH   SOLE   41,431 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 14,983,419 43,999 SH   SOLE   43,999 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 6,720,663 535,938 SH   SOLE   535,938 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 12,286,420 287,873 SH   SOLE   287,873 0 0