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 3,490 164,450 SH   SOLE   164,450 0 0
AMAZON COM INC COM 023135106 105,232 53,973 SH   SOLE   53,973 0 0
APPLE INC COM 037833100 39,078 153,674 SH   SOLE   153,674 0 0
CHEWY INC CL A 16679L109 240 6,400 SH   SOLE   6,400 0 0
DR HORTON INC COM 23331A109 22,254 654,522 SH   SOLE   654,522 0 0
ELDORADO RESORTS INC COM 28470R102 436 30,280 SH   SOLE   30,280 0 0
FACEBOOK INC CL A 30303M102 35,921 215,356 SH   SOLE   215,356 0 0
FIRST AMERN FINL CROP COM 31847R102 1,011 23,830 SH   SOLE   23,830 0 0
HOME DEPOT INC COM 437076102 218 1,170 SH   SOLE   1,170 0 0
LIBERTY OILFIED SVCS INC COM CLA A 53115L104 5,569 2,070,310 SH   SOLE   2,070,310 0 0
LOCKHEED MARTIN CORP COM 539830109 78,842 232,607 SH   SOLE   232,607 0 0
MASTERCARD INC CL A 57636Q104 49,541 205,089 SH   SOLE   205,089 0 0
MICROSOFT CORP COM 594918104 67,248 426,403 SH   SOLE   426,403 0 0
QUALCOMM INC COM 747525103 15,473 228,714 SH   SOLE   228,714 0 0
ROKU INC COM CLA A 77543R102 47,928 547,876 SH   SOLE   547,876 0 0
S&P GLOBAL INC COM 78409V104 705 2,878 SH   SOLE   2,878 0 0
SALESFORCE COM INC COM 79466L302 25,446 176,731 SH   SOLE   176,731 0 0
SEA LTD SPONSORED ADS 81141R100 41,809 943,567 SH   SOLE   943,567 0 0
SHOPIFY INC CL A 82509L107 233 560 SH   SOLE   560 0 0
STRATUS PPTYS INC COM NEW 863167201 1,440 81,402 SH   SOLE   81,402 0 0