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 12,826 652,390 SH   OTR 1 0 652,390 0
ACTAVIS PLC SHS G0083B108 34,295 133,230 SH   OTR 1 0 133,230 0
AMERICAN AIRLS GROUP INC COM 02376R102 40,744 759,730 SH   OTR 1 0 759,730 0
APPLE INC COM 037833100 36,456 330,275 SH   OTR 1 0 330,275 0
BOEING CO COM 097023105 27,796 213,850 SH   OTR 1 0 213,850 0
DELTA AIR LINES INC DEL COM NEW 247361702 34,041 692,030 SH   OTR 1 0 692,030 0
FACEBOOK INC CL A 30303M102 27,307 350,000 SH   OTR 1 0 350,000 0
FREEPORT-MCMORAN INC CL B 35671D857 9,441 404,150 SH   OTR 1 0 404,150 0
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 40222T104 4,437 3,493,927 SH   OTR 1 0 3,493,927 0
HCA HOLDINGS INC COM 40412C101 26,809 365,300 SH   OTR 1 0 365,300 0
LOCKHEED MARTIN CORP COM 539830109 219,215 1,138,365 SH   OTR 1 0 1,138,365 0
MACYS INC COM 55616P104 41,646 633,400 SH   OTR 1 0 633,400 0
MASTERCARD INC CL A 57636Q104 31,557 366,265 SH   OTR 1 0 366,265 0
STRATUS PPTYS INC COM NEW 863167201 1,123 81,402 SH   OTR 1 0 81,402 0
THERMO FISHER SCIENTIFIC INC COM 883556102 34,113 272,270 SH   OTR 1 0 272,270 0
UNION PAC CORP COM 907818108 19,326 162,230 SH   OTR 1 0 162,230 0
ZIMMER HLDGS INC COM 98956P102 23,153 204,135 SH   OTR 1 0 204,135 0