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 23,959 134,925 SH   SOLE   112,238 0 22,687
APPLIED MATLS INC COM 038222105 39,637 251,889 SH   SOLE   213,595 0 38,294
BK OF AMERICA CORP COM 060505104 5,716 128,484 SH   SOLE   94,854 0 33,630
CISCO SYS INC COM 17275R102 16,082 253,784 SH   SOLE   212,706 0 41,078
COMCAST CORP NEW CL A 20030N101 7,738 153,744 SH   SOLE   133,322 0 20,422
DISCOVERY INC COM SER C 25470F302 5,494 239,913 SH   SOLE   192,717 0 47,196
EAGLE MATLS INC COM 26969P108 8,576 51,520 SH   SOLE   42,665 0 8,855
GATX CORP COM 361448103 11,045 106,004 SH   SOLE   92,134 0 13,870
HEWLETT PACKARD ENTERPRISE C COM 42824C109 5,212 330,500 SH   SOLE   281,080 0 49,420
HP INC COM 40434L105 12,096 321,093 SH   SOLE   272,853 0 48,240
INTEL CORP COM 458140100 17,587 341,502 SH   SOLE   284,002 0 57,500
KLA CORP COM NEW 482480100 7,410 17,228 SH   SOLE   13,844 0 3,384
LAM RESEARCH CORP COM 512807108 32,243 44,835 SH   SOLE   37,303 0 7,532
MICROSOFT CORP COM 594918104 17,214 51,182 SH   SOLE   42,517 0 8,665
WELLS FARGO CO NEW COM 949746101 15,524 323,561 SH   SOLE   270,071 0 53,490