UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | Common stock | 037833100 | 851,913 | 4,152,231 | SH | SOLE | 4,152,231 | 0 | 0 | ||
| ABBVIE INC | Common stock | 00287Y109 | 97,272 | 524,041 | SH | SOLE | 524,041 | 0 | 0 | ||
| AMAZON.COM INC | Common stock | 023135106 | 602,364 | 2,745,630 | SH | SOLE | 2,745,630 | 0 | 0 | ||
| BROADCOM INC | Common stock | 11135F101 | 343,300 | 1,245,419 | SH | SOLE | 1,245,419 | 0 | 0 | ||
| BAKER HUGHES CO | Common stock | 05722G100 | 189,776 | 4,949,808 | SH | SOLE | 4,949,808 | 0 | 0 | ||
| COSTCO WHOLESALE CORP | Common stock | 22160K105 | 164,255 | 165,924 | SH | SOLE | 165,924 | 0 | 0 | ||
| SALESFORCE | Common stock | 79466L302 | 97,936 | 359,148 | SH | SOLE | 359,148 | 0 | 0 | ||
| FISERV | Common stock | 337738108 | 77,161 | 447,541 | SH | SOLE | 447,541 | 0 | 0 | ||
| JPMORGAN CHASE & CO | Common stock | 46625H100 | 248,238 | 856,259 | SH | SOLE | 856,259 | 0 | 0 | ||
| ELI LILLY & CO | Common stock | 532457108 | 184,372 | 236,517 | SH | SOLE | 236,517 | 0 | 0 | ||
| MASTERCARD INC | Common stock | 57636Q104 | 248,515 | 442,244 | SH | SOLE | 442,244 | 0 | 0 | ||
| MICROSOFT CORP | Common stock | 594918104 | 1,133,247 | 2,278,296 | SH | SOLE | 2,278,296 | 0 | 0 | ||
| NETFLIX INC. | Common stock | 64110L106 | 185,832 | 138,771 | SH | SOLE | 138,771 | 0 | 0 | ||
| SERVICENOW INC | Common stock | 81762P102 | 103,494 | 100,667 | SH | SOLE | 100,667 | 0 | 0 | ||
| NVIDIA | Common stock | 67066G104 | 1,210,605 | 7,662,543 | SH | SOLE | 7,662,543 | 0 | 0 | ||
| PROCTER & GAMBLE CO | Common stock | 742718109 | 124,458 | 781,181 | SH | SOLE | 781,181 | 0 | 0 | ||
| PROLOGIS, INC. | Common stock | 74340W103 | 101,324 | 963,891 | SH | SOLE | 963,891 | 0 | 0 | ||
| TESLA INC | Common stock | 88160R101 | 255,589 | 804,599 | SH | SOLE | 804,599 | 0 | 0 | ||
| UNITEDHEALTH GROUP | Common stock | 91324P102 | 82,163 | 263,367 | SH | SOLE | 263,367 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | Common stock | 92826C839 | 305,655 | 860,880 | SH | SOLE | 860,880 | 0 | 0 | ||
| WELLTOWER INC | Common stock | 95040Q104 | 128,697 | 837,165 | SH | SOLE | 837,165 | 0 | 0 | ||
| ORACLE CORP | Common stock | 68389X105 | 108,916 | 498,177 | SH | SOLE | 498,177 | 0 | 0 | ||
| BANK OF AMERICA CORP | Common stock | 060505104 | 113,372 | 2,395,852 | SH | SOLE | 2,395,852 | 0 | 0 | ||
| THE HOME DEPOT, INC. | Common stock | 437076102 | 117,660 | 320,913 | SH | SOLE | 320,913 | 0 | 0 | ||
| BOOKING HOLDINGS INC | Common stock | 09857L108 | 122,471 | 21,155 | SH | SOLE | 21,155 | 0 | 0 | ||
| ALPHABET INC | Common stock C | 02079K107 | 280,444 | 1,591,352 | SH | SOLE | 1,591,352 | 0 | 0 | ||
| ALPHABET INC | Common stock A | 02079K305 | 333,660 | 1,880,941 | SH | SOLE | 1,880,941 | 0 | 0 | ||