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 7,273 241,233 SH   SOLE   241,233 0 0
AMAZON COM INC COM 023135106 38,485 51,322 SH   SOLE   51,322 0 0
BANK AMER CORP COM 060505104 37,348 1,689,974 SH   SOLE   1,689,974 0 0
DOLLAR GEN CORP NEW COM 256677105 8,888 120,000 SH   SOLE   120,000 0 0
D R HORTON INC COM 23331A109 2,258 82,609 SH   SOLE   82,609 0 0
FACEBOOK INC CL A 30303M102 32,874 285,738 SH   SOLE   285,738 0 0
ISHARES ETF 464286822 21,990 500,123 SH   SOLE   500,123 0 0
ISHARES TR TR 464288752 62,308 2,267,400 SH   SOLE   2,267,400 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 29,983 353,363 SH   SOLE   353,363 0 0
LENNAR CORP CL A 526057104 2,436 56,750 SH   SOLE   56,750 0 0
LOCKHEED MARTIN CORP COM 539830109 83,693 334,854 SH   SOLE   334,854 0 0
MASTERCARD INC CL A 57636Q104 28,219 273,303 SH   SOLE   273,303 0 0
NORTHROP GRUMMAN CORP COM 666807102 47,963 206,221 SH   SOLE   206,221 0 0
RAYTHEON CO COM NEW 755111507 44,130 310,777 SH   SOLE   310,777 0 0
STRATUS PPTYS INC COM NEW 863167201 2,666 81,402 SH   SOLE   81,402 0 0
TRI POINTE GROUP INC COM 87265H109 15,848 1,380,458 SH   SOLE   1,380,458 0 0
TRUECAR INC COM 89785L107 274 21,944 SH   SOLE   21,944 0 0
WELLS FARGO & CO NEW COM 949746101 23,888 433,453 SH   SOLE   433,453 0 0
XPO LOGISTICS INC COM 983793100 56,135 1,300,616 SH   SOLE   1,300,616 0 0