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 15,406 111,474 SH   SOLE   111,474 0 0
APPLIED MATLS INC COM 038222105 21,296 259,935 SH   SOLE   259,935 0 0
BK OF AMERICA CORP COM 060505104 3,880 128,484 SH   SOLE   128,484 0 0
CISCO SYS INC COM 17275R102 10,078 251,945 SH   SOLE   251,945 0 0
COMCAST CORP NEW CL A 20030N101 4,725 161,094 SH   SOLE   161,094 0 0
EAGLE MATLS INC COM 26969P108 5,527 51,570 SH   SOLE   51,570 0 0
GATX CORP COM 361448103 8,598 100,973 SH   SOLE   100,973 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 3,427 286,056 SH   SOLE   286,056 0 0
HP INC COM 40434L105 7,695 308,793 SH   SOLE   308,793 0 0
INTEL CORP COM 458140100 9,561 371,008 SH   SOLE   371,008 0 0
KLA CORP COM NEW 482480100 5,094 16,834 SH   SOLE   16,834 0 0
LAM RESEARCH CORP COM 512807108 17,288 47,234 SH   SOLE   47,234 0 0
MICROSOFT CORP COM 594918104 11,491 49,339 SH   SOLE   49,339 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 5,950 517,418 SH   SOLE   517,418 0 0
WELLS FARGO CO NEW COM 949746101 13,024 323,811 SH   SOLE   323,811 0 0