The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 14,132 | 187,950 | SH | SOLE | 187,950 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 120,210 | 60,015 | SH | SOLE | 60,015 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 150,533 | 404,768 | SH | SOLE | 404,768 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 34,752 | 500,100 | SH | SOLE | 500,100 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 242 | 1,170 | SH | SOLE | 1,170 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 41,294 | 71,940 | SH | SOLE | 71,940 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 87,697 | 253,489 | SH | SOLE | 253,489 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 56,204 | 252,479 | SH | SOLE | 252,479 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 15,559 | 344,000 | SH | SOLE | 344,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 58,029 | 507,377 | SH | SOLE | 507,377 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 31,831 | 100,297 | SH | SOLE | 100,297 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 63,405 | 306,807 | SH | SOLE | 306,807 | 0 | 0 | ||
| STRATUS PPTYS INC | COM NEW | 863167201 | 2,491 | 81,402 | SH | SOLE | 81,402 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 232 | 1,660 | SH | SOLE | 1,660 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 92,098 | 806,672 | SH | SOLE | 806,672 | 0 | 0 | ||