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
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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 9,345 187,950 SH   SOLE   187,950 0 0
AMAZON COM INC COM 023135106 88,796 59,120 SH   SOLE   59,120 0 0
BOEING CO COM 097023105 128,928 399,778 SH   SOLE   399,778 0 0
CHENIERE ENERGY INC COM NEW 16411R208 39,705 670,810 SH   SOLE   670,810 0 0
HOME DEPOT INC COM 437076102 201 1,170 SH   SOLE   1,170 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 33,692 70,350 SH   SOLE   70,350 0 0
LOCKHEED MARTIN CORP COM 539830109 65,214 249,059 SH   SOLE   249,059 0 0
MASTERCARD INCORPORATED CL A 57636Q104 46,498 246,479 SH   SOLE   246,479 0 0
MICROSOFT CORP COM 594918104 50,399 496,202 SH   SOLE   496,202 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,980 16,253 SH   SOLE   16,253 0 0
RAYTHEON CO COM NEW 755111507 46,026 300,137 SH   SOLE   300,137 0 0
ROKU INC COM CL A 77543R102 22,342 729,179 SH   SOLE   729,179 0 0
SALESFORCE COM INC COM 79466L302 27,657 201,919 SH   SOLE   201,919 0 0
STRATUS PPTYS INC COM NEW 863167201 1,952 81,402 SH   SOLE   81,402 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 26,627 112,785 SH   SOLE   112,785 0 0
XPO LOGISTICS INC COM 983793100 44,746 784,472 SH   SOLE   784,472 0 0