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 8,816 222,300 SH   SOLE   0 0 0
AMAZON COM INC COM 023135106 45,499 51,322 SH   SOLE   0 0 0
BANK AMER CORP COM 060505104 39,866 1,689,974 SH   SOLE   0 0 0
BOEING CO COM 097023105 49,564 280,245 SH   SOLE   0 0 0
DOLLAR GEN CORP NEW COM 256677105 8,368 120,000 SH   SOLE   0 0 0
D R HORTON INC COM 23331A109 37,749 1,133,269 SH   SOLE   0 0 0
FACEBOOK INC CL A 30303M102 40,589 285,738 SH   SOLE   0 0 0
KEANE GROUP INC COM ADDED 48669A108 6,947 485,800 SH   SOLE   0 0 0
LENNAR CORP CL A 526057104 40,483 790,830 SH   SOLE   0 0 0
LOCKHEED MARTIN CORP COM 539830109 89,607 334,854 SH   SOLE   0 0 0
MASTERCARD INC CL A 57636Q104 30,738 273,303 SH   SOLE   0 0 0
NORTHROP GRUMMAN CORP COM 666807102 48,957 205,841 SH   SOLE   0 0 0
RAYTHEON CO COM NEW 755111507 47,304 310,187 SH   SOLE   0 0 0
STRATUS PPTYS INC COM NEW 863167201 2,230 81,402 SH   SOLE   0 0 0
TRI POINTE GROUP INC COM 87265H109 17,311 1,380,458 SH   SOLE   0 0 0
WELLS FARGO & CO NEW COM 949746101 22,913 411,653 SH   SOLE   0 0 0
XPO LOGISTICS INC COM 983793100 62,287 1,300,616 SH   SOLE   0 0 0