The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 3,875 | 114,450 | SH | SOLE | 114,450 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 169,798 | 53,926 | SH | SOLE | 53,926 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 64,389 | 555,988 | SH | SOLE | 555,988 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC | COM | 12769G100 | 1,697 | 30,280 | SH | SOLE | 30,280 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 351 | 6,400 | SH | SOLE | 6,400 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 283 | 1,316 | SH | SOLE | 1,316 | 0 | 0 | ||
| DR HORTON INC | COM | 23331A109 | 49,072 | 648,847 | SH | SOLE | 648,847 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 50,399 | 192,436 | SH | SOLE | 192,436 | 0 | 0 | ||
| FIRST AMERN FINL CROP | COM | 31847R102 | 1,213 | 23,830 | SH | SOLE | 23,830 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 325 | 1,170 | SH | SOLE | 1,170 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 13,586 | 166,331 | SH | SOLE | 166,331 | 0 | 0 | ||
| LIBERTY OILFIED SVCS INC | COM CLA A | 53115L104 | 12,709 | 1,590,668 | SH | SOLE | 1,590,668 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 89,003 | 232,215 | SH | SOLE | 232,215 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 69,241 | 204,753 | SH | SOLE | 204,753 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 89,621 | 426,099 | SH | SOLE | 426,099 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 5,190 | 9,589 | SH | SOLE | 9,589 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 252 | 6,060 | SH | SOLE | 6,060 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 23,546 | 200,081 | SH | SOLE | 200,081 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 103,327 | 547,281 | SH | SOLE | 547,281 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 2,391 | 6,631 | SH | SOLE | 6,631 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 42,509 | 169,141 | SH | SOLE | 169,141 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 145,028 | 941,493 | SH | SOLE | 941,493 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 573 | 560 | SH | SOLE | 560 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 210 | 8,024 | SH | SOLE | 8,024 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 315 | 1,298 | SH | SOLE | 1,298 | 0 | 0 | ||
| STRATUS PPTYS INC | COM NEW | 863167201 | 1,755 | 81,402 | SH | SOLE | 81,402 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 23,220 | 203,047 | SH | SOLE | 203,047 | 0 | 0 | ||