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 12,458 222,300 SH   SOLE   222,300 0 0
AMAZON COM INC COM 023135106 49,338 51,322 SH   SOLE   51,322 0 0
BANK AMER CORP COM 060505104 231 9,115 SH   SOLE   9,115 0 0
BOEING CO COM 097023105 23,865 93,879 SH   SOLE   93,879 0 0
FACEBOOK INC CL A 30303M102 48,824 285,738 SH   SOLE   285,738 0 0
FREEPORT-MCMORAN INC CL B 35671D857 41,553 2,959,595 SH   SOLE   2,959,595 0 0
LAM RESEARCH CORP COM 512807108 46,143 249,369 SH   SOLE   249,369 0 0
LOCKHEED MARTIN CORP COM 539830109 100,290 323,215 SH   SOLE   323,215 0 0
MASTERCARD INC CL A 57636Q104 38,590 273,303 SH   SOLE   273,303 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 46,309 515,810 SH   SOLE   515,810 0 0
MICROSOFT CORP COM 594918104 223 3,000 SH   SOLE   3,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 52,961 184,072 SH   SOLE   184,072 0 0
RAYTHEON CO COM NEW 755111507 57,875 310,187 SH   SOLE   310,187 0 0
SOUTHERN COPPER CORP COM 84265V105 8,827 222,000 SH   SOLE   222,000 0 0
STRATUS PPTYS INC COM NEW 863167201 2,466 81,402 SH   SOLE   81,402 0 0
XPO LOGISTICS INC COM 983793100 61,393 905,765 SH   SOLE   905,765 0 0