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 90214J101 19,978 620,639 SH   SOLE 620,639 0 0
ALLERGAN PLC SHS G0177J108 38,808 127,885 SH   SOLE 127,885 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 24,483 613,060 SH   SOLE 613,060 0 0
APPLE INC COM 037833100 39,812 317,415 SH   SOLE 317,415 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 24,823 604,270 SH   SOLE 604,270 0 0
FACEBOOK INC CL A 30303M102 38,603 450,100 SH   SOLE 450,100 0 0
FREEPORT-MCMORAN INC CL B 35671D857 7,993 429,275 SH   SOLE 429,275 0 0
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 40222T104 2,438 3,483,417 SH   SOLE 3,483,417 0 0
HCA HOLDINGS INC COM 40412C101 31,786 350,370 SH   SOLE 350,370 0 0
HOME DEPOT INC COM 437076102 32,275 290,430 SH   SOLE 290,430 0 0
JPMORGAN CHASE & CO COM 46625H100 33,683 497,100 SH   SOLE 497,100 0 0
LENNAR CORP CL A 526057104 34,478 675,500 SH   SOLE 675,500 0 0
LOCKHEED MARTIN CORP COM 539830109 208,410 1,121,085 SH   SOLE 1,121,085 0 0
MACYS INC COM 55616P104 23,283 345,090 SH   SOLE 345,090 0 0
MAGNA INTL INC COM 559222401 34,075 607,500 SH   SOLE 607,500 0 0
MASTERCARD INC CL A 57636Q104 33,065 353,710 SH   SOLE 353,710 0 0
SOUTHWEST AIRLS CO COM 844741108 18,761 566,960 SH   SOLE 566,960 0 0
STRATUS PPTYS INC COM NEW 863167201 1,166 81,402 SH   SOLE 81,402 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 33,976 261,835 SH   SOLE 261,835 0 0
TRUECAR INC COM 89785L107 9,230 769,835 SH   SOLE 769,835 0 0