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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 16,221 44,466 SH   SOLE   38,186 0 6,280
APPLIED MATLS INC COM 038222105 15,560 257,401 SH   SOLE   219,107 0 38,294
BK OF AMERICA CORP COM 060505104 3,013 126,874 SH   SOLE   93,244 0 33,630
CISCO SYS INC COM 17275R102 10,093 216,404 SH   SOLE   182,556 0 33,848
COMCAST CORP NEW CL A 20030N101 5,998 153,874 SH   SOLE   133,452 0 20,422
DISCOVERY INC COM SER C 25470F302 4,589 238,283 SH   SOLE   191,087 0 47,196
EAGLE MATERIALS INC COM 26969P108 3,609 51,400 SH   SOLE   42,545 0 8,855
GATX CORP COM 361448103 6,423 105,324 SH   SOLE   91,454 0 13,870
HEWLETT PACKARD ENTERPRISE C COM 42824C109 3,192 328,040 SH   SOLE   278,620 0 49,420
HP INC COM 40434L105 5,422 311,073 SH   SOLE   268,283 0 42,790
INTEL CORP COM 458140100 9,730 162,622 SH   SOLE   140,732 0 21,890
KLA CORP COM NEW 482480100 3,351 17,228 SH   SOLE   13,844 0 3,384
LAM RESEARCH CORP COM 512807108 14,607 45,158 SH   SOLE   37,626 0 7,532
MICROSOFT CORP COM 594918104 13,523 66,447 SH   SOLE   55,427 0 11,020
WELLS FARGO CO NEW COM 949746101 4,412 172,331 SH   SOLE   140,981 0 31,350