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 18,933 489,105 SH   DFND 1,2,3 489,105 0 0
ACTIVISION BLIZZARD INC COM 00507V109 457 11,800 SH   DFND 2, 3 11,800 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,054 7,000 SH   DFND 1,2,3 7,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 342 13,000 SH   DFND 1,2,3 13,000 0 0
ALCOA INC COM 013817101 266 27,000 SH   DFND 2, 3 27,000 0 0
ALPHABET INC CAP STK CL A 02079K305 85,416 109,788 SH   DFND 1,2,3 109,788 0 0
ALPHABET INC CAP STK CL A 02079K305 117 150 SH   DFND 2, 3 150 0 0
ALPHABET INC CAP STK CL C 02079K107 27,297 35,970 SH   DFND 1,2,3 35,970 0 0
AMAZON COM INC COM 023135106 112,148 165,927 SH   DFND 1,2,3 165,927 0 0
AMAZON COM INC COM 023135106 101 150 SH   DFND 2, 3 150 0 0
AMEDICA CORP COM 023435100 41 345,096 SH   DFND 1,2,3 345,096 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 65,222 1,540,080 SH   DFND 1,2,3 1,540,080 0 0
ANSYS INC COM 03662Q105 574 6,210 SH   DFND 1,2,3 6,210 0 0
APPLE INC COM 037833100 2,579 24,500 SH   DFND 1,2,3 24,500 0 0
AUTOZONE INC COM 053332102 4,592 6,190 SH   DFND 1,2,3 6,190 0 0
BANK AMER CORP *W EXP 01/16/201 060505146 291 50,000 SH   DFND 1,2,3 50,000 0 0
BANK AMER CORP COM 060505104 68,915 4,094,800 SH   DFND 1,2,3 4,094,800 0 0
BANK AMER CORP COM 060505104 337 20,050 SH   DFND 2, 3 20,050 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,165 99,701 SH   DFND 1,2,3 99,701 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 297 2,250 SH   DFND 2, 3 2,250 0 0
CADIZ INC COM NEW 127537207 4,895 930,650 SH   DFND 1,2,3 930,650 0 0
CALATLANTIC GROUP INC COM 128195104 27,244 718,465 SH   DFND 1,2,3 718,465 0 0
CELGENE CORP COM 151020104 4,919 41,072 SH   DFND 1,2,3 41,072 0 0
CF INDS HLDGS INC COM 125269100 2,175 53,300 SH   DFND 1,2,3 53,300 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 240 500 SH   DFND 1,2,3 500 0 0
CIRRUS LOGIC INC COM 172755100 9,297 314,834 SH   DFND 1,2,3 314,834 0 0
CIRRUS LOGIC INC COM 172755100 27 900 SH   DFND 2, 3 900 0 0
CIT GROUP INC COM NEW 125581801 8,826 222,311 SH   DFND 1,2,3 222,311 0 0
CIT GROUP INC COM NEW 125581801 91 2,300 SH   DFND 2, 3 2,300 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,308 71,768 SH   DFND 1,2,3 71,768 0 0
CONTROL4 CORP COM 21240D107 10,040 1,381,000 SH   DFND 1,2,3 1,381,000 0 0
CORE LABORATORIES N V COM N22717107 3,038 27,942 SH   DFND 1,2,3 27,942 0 0
COSTCO WHSL CORP NEW COM 22160K105 3,012 18,650 SH   DFND 1,2,3 18,650 0 0
D R HORTON INC COM 23331A109 102,962 3,214,547 SH   DFND 1,2,3 3,214,547 0 0
D R HORTON INC COM 23331A109 447 13,950 SH   DFND 2, 3 13,950 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 39,290 775,100 SH   DFND 1,2,3 775,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 223 4,400 SH   DFND 2, 3 4,400 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 36,011 1,491,119 SH   DFND 1,2,3 1,491,119 0 0
DISCOVER FINL SVCS COM 254709108 3,005 56,046 SH   DFND 1,2,3 56,046 0 0
DISNEY WALT CO COM DISNEY 254687106 5,855 55,715 SH   DFND 1,2,3 55,715 0 0
DISNEY WALT CO COM DISNEY 254687106 636 6,050 SH   DFND 2, 3 6,050 0 0
DOLLAR TREE INC COM 256746108 4,394 56,898 SH   DFND 1,2,3 56,898 0 0
ELECTRONIC ARTS INC COM 285512109 31,659 460,700 SH   DFND 1,2,3 460,700 0 0
ELECTRONIC ARTS INC COM 285512109 45 650 SH   DFND 2, 3 650 0 0
EOG RES INC COM 26875P101 7,960 112,450 SH   DFND 1,2,3 112,450 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 30,571 1,098,900 SH   DFND 1,2,3 1,098,900 0 0
EXXON MOBIL CORP COM 30231G102 55 700 SH   DFND 2, 3 700 0 0
FACEBOOK INC CL A 30303M102 3,302 31,551 SH   DFND 1,2,3 31,551 0 0
FIRST AMERN FINL CORP COM 31847R102 34,752 968,031 SH   DFND 1,2,3 968,031 0 0
GILEAD SCIENCES INC COM 375558103 2,749 27,169 SH   DFND 1,2,3 27,169 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 158 10,000 SH   DFND 1,2,3 10,000 0 0
GOLDCORP INC NEW COM 380956409 145 12,500 SH   DFND 2, 3 12,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 82,538 457,961 SH   DFND 1,2,3 457,961 0 0
HELMERICH & PAYNE INC COM 423452101 2,501 46,700 SH   DFND 1,2,3 46,700 0 0
HOME DEPOT INC COM 437076102 5,775 43,668 SH   DFND 1,2,3 43,668 0 0
HOME DEPOT INC COM 437076102 66 500 SH   DFND 2, 3 500 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,285 27,456 SH   DFND 1,2,3 27,456 0 0
JUNIPER NETWORKS INC COM 48203R104 317 11,500 SH   DFND 2, 3 11,500 0 0
KB HOME COM 48666K109 20,427 1,656,700 SH   DFND 1,2,3 1,656,700 0 0
LAUDER ESTEE COS INC CL A 518439104 3,329 37,807 SH   DFND 1,2,3 37,807 0 0
LENNAR CORP CL A 526057104 11,411 233,299 SH   DFND 1,2,3 233,299 0 0
LINKEDIN CORP COM COM CL A 53578A108 3,405 15,127 SH   DFND 1,2,3 15,127 0 0
LOUISIANA PAC CORP COM 546347105 67 3,742 SH   DFND 2, 3 3,742 0 0
MASTERCARD INC CL A 57636Q104 7,734 79,442 SH   DFND 1,2,3 79,442 0 0
MASTERCARD INC CL A 57636Q104 127 1,300 SH   DFND 2, 3 1,300 0 0
MICROSOFT CORP COM 594918104 3,380 60,919 SH   DFND 1,2,3 60,919 0 0
MOLSON COORS BREWING CO CL B 60871R209 3,005 32,000 SH   DFND 1,2,3 32,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 56 600 SH   DFND 2, 3 600 0 0
NIKE INC CL B 654106103 63 1,000 SH   DFND 2, 3 1,000 0 0
NIKE INC CL B 654106103 3,125 50,000 SH   DFND 1,2,3 50,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 30,239 4,853,700 SH   DFND 1,2,3 4,853,700 0 0
PALO ALTO NETWORKS INC COM 697435105 97 550 SH   DFND 2, 3 550 0 0
PATTERSON UTI ENERGY INC COM 703481101 8,591 569,700 SH   DFND 1,2,3 569,700 0 0
POLYONE CORP COM 73179P106 200 6,300 SH   DFND 2, 3 6,300 0 0
PRICELINE GRP INC COM NEW 741503403 4,669 3,662 SH   DFND 1,2,3 3,662 0 0
PULTE GROUP INC COM 745867101 8,283 464,833 SH   DFND 1,2,3 464,833 0 0
QUANEX BUILDING PRODUCTS COR COM 747619104 40,491 1,942,000 SH   DFND 1,2,3 1,942,000 0 0
REYNOLDS AMERICAN INC COM 761713106 16,871 365,571 SH   DFND 1,2,3 365,571 0 0
RYANAIR HLDGS PLC SPONSORED ADR 783513203 6,147 71,100 SH   DFND 1,2,3 71,100 0 0
SCHLUMBERGER LTD COM 806857108 1,604 23,000 SH   DFND 1,2,3 23,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 9,385 285,000 SH   DFND 1,2,3 285,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 273 8,300 SH   DFND 2, 3 8,300 0 0
SILVER WHEATON CORP COM 828336107 3,238 260,713 SH   DFND 1,2,3 260,713 0 0
SIMON PPTY GROUP INC NEW COM 828806109 3,151 16,208 SH   DFND 1,2,3 16,208 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 17,043 605,000 SH   DFND 1,2,3 605,000 0 0
SOUTHWEST AIRLS CO COM 844741108 48,167 1,118,600 SH   DFND 1,2,3 1,118,600 0 0
STARBUCKS CORP COM 855244109 2,787 46,428 SH   DFND 1,2,3 46,428 0 0
BMC STK HLDGS INC COM 05591B109 39,396 2,352,000 SH   DFND 1,2,3 2,352,000 0 0
TRIPADVISOR INC COM 896945201 3,224 37,818 SH   DFND 1,2,3 37,818 0 0
UNITED CONTL HLDGS INC COM 910047109 3,725 65,000 SH   DFND 1,2,3 65,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,119 32,415 SH   DFND 1,2,3 32,415 0 0
V F CORP COM 918204108 2,684 43,112 SH   DFND 1,2,3 43,112 0 0
WELLS FARGO & CO NEW COM 949746101 35,944 661,217 SH   DFND 1,2,3 661,217 0 0
WHOLE FOODS MKT INC COM 966837106 1,491 44,500 SH   DFND 1,2,3 44,500 0 0