#	Issuer	Ticker	Shares	Value	% of Portfolio
1	NVIDIA CORP	NVDA	1,653,100	$261,173	22.31%
2	MICROSOFT CORP	MSFT	159,643	$79,408	6.78%
3	BROADCOM LTD	AVGO	265,630	$73,221	6.25%
4	APPLE COMPUTER	AAPL	330,171	$67,741	5.79%
5	LILLY, ELI & CO	LLY	79,927	$62,305	5.32%
6	APPLIED MATERIALS	038222105	273,851	$50,134	4.28%
7	VISA INC CL A	V	98,967	$35,138	3.00%
8	JP MORGAN CHASE	VYLD	104,353	$30,253	2.58%
9	PROLOGIS	PLDGP	256,075	$26,919	2.30%
10	CATERPILLAR	CAT	66,904	$25,973	2.22%
11	ORACLE CORP	ORCL-PD	95,645	$20,911	1.79%
12	ADVANCED MICRO DEV	AMD	142,895	$20,277	1.73%
13	BANK OF AMERICA	060505104	423,000	$20,016	1.71%
14	ABBVIE INC.	ABBV	96,025	$17,824	1.52%
15	BLACKSTONE	BX	113,750	$17,015	1.45%
16	IBM CORPORATION	INTR	57,468	$16,940	1.45%
17	MORGAN STANLEY	MS-PQ	120,050	$16,910	1.44%
18	PROCTER & GAMBLE	742718109	104,400	$16,633	1.42%
19	ABBOTT LABS COM	ABLZF	121,433	$16,516	1.41%
20	AMAZON.COM	AMZN	70,560	$15,480	1.32%