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 | 6,236 | 164,450 | SH | SOLE | 164,450 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 148,772 | 53,926 | SH | SOLE | 53,926 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 50,706 | 138,997 | SH | SOLE | 138,997 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 286 | 6,400 | SH | SOLE | 6,400 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 227 | 1,316 | SH | SOLE | 1,316 | 0 | 0 | ||
| DR HORTON INC | COM | 23331A109 | 33,069 | 596,367 | SH | SOLE | 596,367 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 1,213 | 30,280 | SH | SOLE | 30,280 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 43,696 | 192,436 | SH | SOLE | 192,436 | 0 | 0 | ||
| FIRST AMERN FINL CROP | COM | 31847R102 | 1,144 | 23,830 | SH | SOLE | 23,830 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 293 | 1,170 | SH | SOLE | 1,170 | 0 | 0 | ||
| LIBERTY OILFIED SVCS INC | COM CLA A | 53115L104 | 9,499 | 1,733,310 | SH | SOLE | 1,733,310 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 84,740 | 232,215 | SH | SOLE | 232,215 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 60,545 | 204,753 | SH | SOLE | 204,753 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 86,715 | 426,099 | SH | SOLE | 426,099 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 18,249 | 200,081 | SH | SOLE | 200,081 | 0 | 0 | ||
| ROKU INC | COM CLA A | 77543R102 | 63,775 | 547,281 | SH | SOLE | 547,281 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 948 | 2,878 | SH | SOLE | 2,878 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 33,069 | 176,526 | SH | SOLE | 176,526 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 100,966 | 941,493 | SH | SOLE | 941,493 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 532 | 560 | SH | SOLE | 560 | 0 | 0 | ||
| STRATUS PPTYS INC | COM NEW | 863167201 | 1,613 | 81,402 | SH | SOLE | 81,402 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 21,147 | 203,047 | SH | SOLE | 203,047 | 0 | 0 | ||