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
ACTIVISION BLIZZARD INC COM 00507V109 3,296 97,411 SH   DFND 1,2,3 97,411 0 0
ACTIVISION BLIZZARD INC COM 00507V109 399 11,800 SH   DFND 2,3 11,800 0 0
ADOBE SYS INC COM 00724F101 3,049 32,500 SH   DFND 1,2,3 32,500 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,004 12,500 SH   DFND 1,2,3 12,500 0 0
ALPHABET INC CAP STK CL A 02079K305 17,743 23,257 SH   DFND 1,2,3 23,257 0 0
ALPHABET INC CAP STK CL A 02079K305 500 655 SH   DFND 2,3 655 0 0
ALPHABET INC CAP STK CL C 02079K107 24,560 32,968 SH   DFND 1,2,3 32,968 0 0
AMAZON COM INC COM 023135106 109,934 185,186 SH   DFND 1,2,3 185,186 0 0
AMAZON COM INC COM 023135106 89 150 SH   DFND 2,3 150 0 0
AMEDICA CORP COM NEW 023435209 36 23,007 SH   DFND 1,2,3 23,007 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 22,722 554,050 SH   DFND 1,2,3 554,050 0 0
APPLE INC COM 037833100 62,732 575,575 SH   DFND 1,2,3 575,575 0 0
AUTOZONE INC COM 053332102 3,418 4,290 SH   DFND 1,2,3 4,290 0 0
BANK AMER CORP *W EXP 01/16/201 060505146 195 50,000 SH   DFND 1,2,3 50,000 0 0
BANK AMER CORP COM 060505104 12,276 908,000 SH   DFND 1,2,3 908,000 0 0
BARRICK GOLD CORP COM 067901108 2,716 200,000 SH   DFND 1,2,3 200,000 0 0
BAXALTA INC COM 07177M103 48,899 1,210,377 SH   DFND 1,2,3 1,210,377 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 319 2,250 SH   DFND 2,3 2,250 0 0
BMC STK HLDGS INC COM 05591B109 43,328 2,607,000 SH   DFND 1,2,3 2,607,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 4,472 70,000 SH   DFND 1,2,3 70,000 0 0
CADIZ INC COM NEW 127537207 5,387 1,032,000 SH   DFND 1,2,3 1,032,000 0 0
CALATLANTIC GROUP INC COM 128195104 27,640 827,060 SH   DFND 1,2,3 827,060 0 0
CIRRUS LOGIC INC COM 172755100 36,959 1,015,067 SH   DFND 1,2,3 1,015,067 0 0
CIRRUS LOGIC INC COM 172755100 33 900 SH   DFND 2,3 900 0 0
CIT GROUP INC COM NEW 125581801 71 2,300 SH   DFND 2,3 2,300 0 0
COCA COLA CO COM 191216100 2,551 55,000 SH   DFND 1,2,3 55,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,365 53,668 SH   DFND 1,2,3 53,668 0 0
COMCAST CORP NEW CL A 20030N101 3,054 50,000 SH   DFND 1,2,3 50,000 0 0
CONTROL4 CORP COM 21240D107 12,069 1,516,247 SH   DFND 1,2,3 1,516,247 0 0
D R HORTON INC COM 23331A109 3,023 100,000 SH   DFND 1,2,3 100,000 0 0
D R HORTON INC COM 23331A109 422 13,950 SH   DFND 2,3 13,950 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 52,277 1,073,900 SH   DFND 1,2,3 1,073,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 146 3,000 SH   DFND 2,3 3,000 0 0
DISNEY WALT CO COM DISNEY 254687106 2,196 22,115 SH   DFND 1,2,3 22,115 0 0
DISNEY WALT CO COM DISNEY 254687106 601 6,050 SH   DFND 2,3 6,050 0 0
DOLLAR GEN CORP NEW COM 256677105 3,253 38,000 SH   DFND 1,2,3 38,000 0 0
DOLLAR TREE INC COM 256746108 371 4,500 SH   DFND 1,2,3 4,500 0 0
ELECTRONIC ARTS INC COM 285512109 2,464 37,267 SH   DFND 1,2,3 37,267 0 0
ELECTRONIC ARTS INC COM 285512109 43 650 SH   DFND 2,3 650 0 0
EOG RES INC COM 26875P101 7,344 101,181 SH   DFND 1,2,3 101,181 0 0
EXXON MOBIL CORP COM 30231G102 59 700 SH   DFND 2,3 700 0 0
FACEBOOK INC CL A 30303M102 4,427 38,800 SH   DFND 1,2,3 38,800 0 0
FIRST AMERN FINL CORP COM 31847R102 4,522 118,651 SH   DFND 1,2,3 118,651 0 0
FRANCO NEVADA CORP COM 351858105 46,508 757,703 SH   DFND 1,2,3 757,703 0 0
GILEAD SCIENCES INC COM 375558103 3,674 40,000 SH   DFND 1,2,3 40,000 0 0
GOLDCORP INC NEW COM 380956409 203 12,500 SH   DFND 2,3 12,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 75,056 478,124 SH   DFND 1,2,3 478,124 0 0
HOME DEPOT INC COM 437076102 2,669 20,000 SH   DFND 1,2,3 20,000 0 0
HOME DEPOT INC COM 437076102 67 500 SH   DFND 2,3 500 0 0
JUNIPER NETWORKS INC COM 48203R104 191 7,500 SH   DFND 2,3 7,500 0 0
LINKEDIN CORP COM CL A 53578A108 2,027 17,727 SH   DFND 1,2,3 17,727 0 0
LOUISIANA PAC CORP COM 546347105 64 3,742 SH   DFND 2,3 3,742 0 0
MASTERCARD INC CL A 57636Q104 3,119 33,000 SH   DFND 1,2,3 33,000 0 0
MASTERCARD INC CL A 57636Q104 123 1,300 SH   DFND 2,3 1,300 0 0
MGIC INVT CORP WIS COM 552848103 1,534 200,000 SH   DFND 1,2,3 200,000 0 0
MICROSOFT CORP COM 594918104 2,900 52,500 SH   DFND 1,2,3 52,500 0 0
MOLSON COORS BREWING CO CL B 60871R209 2,885 30,000 SH   DFND 1,2,3 30,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 58 600 SH   DFND 2,3 600 0 0
NIKE INC CL B 654106103 4,303 70,000 SH   DFND 1,2,3 70,000 0 0
NIKE INC CL B 654106103 61 1,000 SH   DFND 2,3 1,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 31,704 7,288,334 SH   DFND 1,2,3 7,288,334 0 0
PATTERSON UTI ENERGY INC COM 703481101 1,499 85,100 SH   DFND 1,2,3 85,100 0 0
PFIZER INC COM 717081103 2,371 80,000 SH   DFND 1,2,3 80,000 0 0
POLYONE CORP COM 73179P106 191 6,300 SH   DFND 2,3 6,300 0 0
PRICELINE GRP INC COM NEW 741503403 2,707 2,100 SH   DFND 1,2,3 2,100 0 0
PULTE GROUP INC COM 745867101 8,351 446,338 SH   DFND 1,2,3 446,338 0 0
QUANEX BUILDING PRODUCTS COR COM 747619104 8,418 484,911 SH   DFND 1,2,3 484,911 0 0
REGENERON PHARMACEUTICALS COM 75886F107 721 2,000 SH   DFND 1,2,3 2,000 0 0
REYNOLDS AMERICAN INC COM 761713106 3,773 75,000 SH   DFND 1,2,3 75,000 0 0
REYNOLDS AMERICAN INC COM 761713106 50 1,000 SH   DFND 2,3 1,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,125 13,700 SH   DFND 1,2,3 13,700 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 6,083 70,879 SH   DFND 1,2,3 70,879 0 0
SCHWAB CHARLES CORP NEW COM 808513105 3,278 117,000 SH   DFND 1,2,3 117,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 1,503 38,700 SH   DFND 1,2,3 38,700 0 0
SILVER WHEATON CORP COM 828336107 5,471 330,000 SH   DFND 1,2,3 330,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 40,639 1,616,500 SH   DFND 1,2,3 1,616,500 0 0
SOUTHWEST AIRLS CO COM 844741108 45,065 1,005,926 SH   DFND 1,2,3 1,005,926 0 0
STARBUCKS CORP COM 855244109 2,682 44,928 SH   DFND 1,2,3 44,928 0 0
TRIPADVISOR INC COM 896945201 2,095 31,500 SH   DFND 1,2,3 31,500 0 0
UNITED CONTL HLDGS INC COM 910047109 24,768 413,761 SH   DFND 1,2,3 413,761 0 0
WELLS FARGO & CO NEW COM 949746101 35,698 738,170 SH   DFND 1,2,3 738,170 0 0
WELLS FARGO & CO NEW COM 949746101 53 1,100 SH   DFND 2,3 1,100 0 0