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 13,316 187,950 SH   SOLE   187,950 0 0
AMAZON COM INC COM 023135106 105,312 59,139 SH   SOLE   59,139 0 0
BOEING CO COM 097023105 152,521 399,878 SH   SOLE   399,878 0 0
CHENIERE ENERGY INC COM NEW 16411R208 45,876 671,096 SH   SOLE   671,096 0 0
HOME DEPOT INC COM 437076102 225 1,170 SH   SOLE   1,170 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 40,157 70,379 SH   SOLE   70,379 0 0
LOCKHEED MARTIN CORP COM 539830109 74,773 249,111 SH   SOLE   249,111 0 0
MASTERCARD INC CL A 57636Q104 58,061 246,595 SH   SOLE   246,595 0 0
MICROSOFT CORP COM 594918104 58,548 496,423 SH   SOLE   496,423 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,387 16,271 SH   SOLE   16,271 0 0
PROGRESSIVE CORP OHIO COM 743315103 21,083 292,454 SH   SOLE   292,454 0 0
RAYTHEON CO COM NEW 755111507 54,674 300,276 SH   SOLE   300,276 0 0
ROKU INC COM CL A 77543R102 47,061 729,513 SH   SOLE   729,513 0 0
SALESFORCE COM INC COM 79466L302 31,992 202,005 SH   SOLE   202,005 0 0
STRATUS PPTYS INC COM NEW 863167201 2,150 81,402 SH   SOLE   81,402 0 0
UNITED TECHNOLOGIES CORP COM 913017109 214 1,660 SH   SOLE   1,660 0 0