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 15,705 187,950 SH   SOLE   187,950 0 0
AMAZON COM INC COM 023135106 102,013 60,015 SH   SOLE   60,015 0 0
BOEING CO COM 097023105 135,468 403,768 SH   SOLE   403,768 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,198 1,850,000 SH Call SOLE   1,850,000 0 0
FACEBOOK INC CL A 30303M102 54,447 280,190 SH   SOLE   280,190 0 0
HOME DEPOT INC COM 437076102 228 1,170 SH   SOLE   1,170 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 34,422 71,940 SH   SOLE   71,940 0 0
LOCKHEED MARTIN CORP COM 539830109 74,888 253,489 SH   SOLE   253,489 0 0
MASTERCARD INCORPORATED CL A 57636Q104 49,617 252,479 SH   SOLE   252,479 0 0
MICRON TECHNOLOGY INC COM 595112103 18,039 344,000 SH   SOLE   344,000 0 0
MICROSOFT CORP COM 594918104 50,032 507,377 SH   SOLE   507,377 0 0
NORTHROP GRUMMAN CORP COM 666807102 30,861 100,297 SH   SOLE   100,297 0 0
RAYTHEON CO COM NEW 755111507 59,269 306,807 SH   SOLE   306,807 0 0
SOUTHERN COPPER CORP COM 84265V105 37,423 798,450 SH   SOLE   798,450 0 0
STRATUS PPTYS INC COM NEW 863167201 2,487 81,402 SH   SOLE   81,402 0 0
UNITED TECHNOLOGIES CORP COM 913017109 208 1,660 SH   SOLE   1,660 0 0
XPO LOGISTICS INC COM 983793100 80,812 806,672 SH   SOLE   806,672 0 0