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
2U INC COM ADDED 90214J101 22,281 620,639 SH   SOLE   620,639 0 0
ALLERGAN PLC SHS G0177J108 34,706 127,685 SH   SOLE   127,685 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 23,805 613,060 SH   SOLE   613,060 0 0
APPLE INC COM 037833100 34,960 316,945 SH   SOLE   316,945 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 25,411 566,330 SH   SOLE   566,330 0 0
FACEBOOK INC CL A 30303M102 40,383 449,200 SH   SOLE   449,200 0 0
FREEPORT-MCMORAN INC CLB 35671D857 4,160 429,275 SH   SOLE   429,275 0 0
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 40222T104 1,010 3,483,417 SH   SOLE   3,483,417 0 0
HCA HOLDINGS INC COM 40412C101 27,050 349,670 SH   SOLE   349,670 0 0
HOME DEPOT INC COM 437076102 33,490 289,980 SH   SOLE   289,980 0 0
JPMORGAN CHASE & CO COM 46625H100 30,503 500,300 SH   SOLE   500,300 0 0
LENNAR CORP CL A 526057104 32,464 674,500 SH   SOLE   674,500 0 0
LOCKHEED MARTIN CORP COM 539830109 217,101 1,047,230 SH   SOLE   1,047,230 0 0
MAGNA INTL INC COM 559222401 29,123 606,600 SH   SOLE   606,600 0 0
MASTERCARD INC CL A 57636Q104 31,822 353,110 SH   SOLE   353,110 0 0
SOUTHWEST AIRLS CO COM 844741108 21,525 565,860 SH   SOLE   565,860 0 0
STRATUS PPTYS INC COM NEW 863167201 1,247 81,402 SH   SOLE   81,402 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 31,978 261,515 SH   SOLE   261,515 0 0
TRUECAR INC COM 89785L107 4,011 769,835 SH   SOLE   769,835 0 0