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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 202 | 115 | SH | SOLE | 115 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 201 | 115 | SH | SOLE | 115 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 176,070 | 54,060 | SH | SOLE | 54,060 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 74,051 | 558,078 | SH | SOLE | 558,078 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC | COM | 12769G100 | 2,249 | 30,280 | SH | SOLE | 30,280 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 575 | 6,400 | SH | SOLE | 6,400 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 293 | 1,316 | SH | SOLE | 1,316 | 0 | 0 | ||
| DR HORTON INC | COM | 23331A109 | 52,836 | 766,632 | SH | SOLE | 766,632 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 52,778 | 193,213 | SH | SOLE | 193,213 | 0 | 0 | ||
| FIRST AMERN FINL CROP | COM | 31847R102 | 656 | 12,715 | SH | SOLE | 12,715 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 311 | 1,170 | SH | SOLE | 1,170 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 29,953 | 392,931 | SH | SOLE | 392,931 | 0 | 0 | ||
| LIBERTY OILFIED SVCS INC | COM CLA A | 53115L104 | 12,385 | 1,201,253 | SH | SOLE | 1,201,253 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 81,333 | 229,120 | SH | SOLE | 229,120 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 72,614 | 203,436 | SH | SOLE | 203,436 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 95,098 | 427,559 | SH | SOLE | 427,559 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 5,124 | 9,812 | SH | SOLE | 9,812 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 399 | 6,060 | SH | SOLE | 6,060 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 30,666 | 201,299 | SH | SOLE | 201,299 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 182,210 | 548,793 | SH | SOLE | 548,793 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 2,180 | 6,631 | SH | SOLE | 6,631 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 34,313 | 154,196 | SH | SOLE | 154,196 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 188,044 | 944,709 | SH | SOLE | 944,709 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 634 | 560 | SH | SOLE | 560 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 402 | 8,024 | SH | SOLE | 8,024 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 408 | 1,298 | SH | SOLE | 1,298 | 0 | 0 | ||
| STRATUS PPTYS INC | COM NEW | 863167201 | 2,076 | 81,402 | SH | SOLE | 81,402 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 27,534 | 204,179 | SH | SOLE | 204,179 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 245 | 1,712 | SH | SOLE | 1,712 | 0 | 0 | ||