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 14,446 377,273 SH   SOLE   377,273 0 0
AMAZON COM INC COM 023135106 43,717 52,211 SH   SOLE   52,211 0 0
BROADCOM LTD SHS Y09827109 32,155 186,385 SH   SOLE   186,385 0 0
D R HORTON INC COM 23331A109 48,685 1,612,085 SH   SOLE   1,612,085 0 0
FACEBOOK INC CL A 30303M102 42,026 327,634 SH   SOLE   327,634 0 0
FREEPORT-MCMORAN INC CLB 35671D857 4,763 438,550 SH   SOLE   438,550 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 27,748 297,345 SH   SOLE   297,345 0 0
LENNAR CORP CL A 526057104 47,144 1,113,462 SH   SOLE   1,113,462 0 0
LOCKHEED MARTIN CORP COM 539830109 100,090 417,529 SH   SOLE   417,529 0 0
MASTERCARD INC CL A 57636Q104 29,890 293,705 SH   SOLE   293,705 0 0
NORTHROP GRUMMAN CORP COM 666807102 65,097 304,262 SH   SOLE   304,262 0 0
RAYTHEON CO COM NEW 755111507 59,229 435,095 SH   SOLE   435,095 0 0
STRATUS PPTYS INC COM NEW 863167201 1,986 81,402 SH   SOLE   81,402 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 29,077 182,808 SH   SOLE   182,808 0 0
TRI POINTE GROUP INC COM 87265H109 25,003 1,897,025 SH   SOLE   1,897,025 0 0
TRUECAR INC COM 89785L107 207 21,944 SH   SOLE   21,944 0 0
XPO LOGISTICS INC COM 983793100 59,564 1,624,325 SH   SOLE   1,624,325 0 0