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 | 281 | 115 | SH | SOLE | 115 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 288 | 115 | SH | SOLE | 115 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 185,975 | 54,060 | SH | SOLE | 54,060 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 62,210 | 454,221 | SH | SOLE | 454,221 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 94,817 | 913,898 | SH | SOLE | 913,898 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 510 | 6,400 | SH | SOLE | 6,400 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 368 | 1,316 | SH | SOLE | 1,316 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 69,281 | 766,632 | SH | SOLE | 766,632 | 0 | 0 | ||
| FIRST AMERN FINL CORP | COM | 31847R102 | 793 | 12,715 | SH | SOLE | 12,715 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 33,190 | 2,233,540 | SH | SOLE | 2,233,540 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 1,646 | 27,811 | SH | SOLE | 27,811 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 373 | 1,170 | SH | SOLE | 1,170 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 26,047 | 262,173 | SH | SOLE | 262,173 | 0 | 0 | ||
| LIBERTY OILFIELD SVCS INC | COM CLA A | 53115L104 | 21,887 | 1,545,694 | SH | SOLE | 1,545,694 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 74,272 | 203,436 | SH | SOLE | 203,436 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 115,826 | 427,559 | SH | SOLE | 427,559 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 7,851 | 9,812 | SH | SOLE | 9,812 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 57,106 | 195,916 | SH | SOLE | 195,916 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 478 | 6,060 | SH | SOLE | 6,060 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 28,772 | 201,299 | SH | SOLE | 201,299 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 252,033 | 548,793 | SH | SOLE | 548,793 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 2,722 | 6,631 | SH | SOLE | 6,631 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 259,417 | 944,709 | SH | SOLE | 944,709 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 818 | 560 | SH | SOLE | 560 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 547 | 8,024 | SH | SOLE | 8,024 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 358 | 1,298 | SH | SOLE | 1,298 | 0 | 0 | ||
| STRATUS PPTYS INC | COM NEW | 863167201 | 2,008 | 81,402 | SH | SOLE | 81,402 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 247 | 1,712 | SH | SOLE | 1,712 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 30,866 | 252,543 | SH | SOLE | 252,543 | 0 | 0 | ||