The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 2U INC | COM ADDED | 90214J101 | 12,929 | 439,603 | SH | SOLE | 0 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 38,779 | 54,190 | SH | SOLE | 0 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 26,704 | 733,010 | SH | SOLE | 0 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 38,826 | 339,745 | SH | SOLE | 0 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CLB | 35671D857 | 5,041 | 452,500 | SH | SOLE | 0 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 43,124 | 1,523,810 | SH | SOLE | 0 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 27,966 | 310,420 | SH | SOLE | 0 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 28,133 | 610,270 | SH | SOLE | 0 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 108,014 | 435,240 | SH | SOLE | 0 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 16,136 | 460,100 | SH | SOLE | 0 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 26,712 | 303,335 | SH | SOLE | 0 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 48,797 | 219,530 | SH | SOLE | 0 | 0 | 0 | ||
| STRATUS PPTYS INC | COM NEW | 863167201 | 1,525 | 81,402 | SH | SOLE | 0 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 27,847 | 188,460 | SH | SOLE | 0 | 0 | 0 | ||
| TRUECAR INC | COM | 89785L107 | 4,976 | 633,875 | SH | SOLE | 0 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 44,426 | 1,691,780 | SH | SOLE | 0 | 0 | 0 | ||