The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| APPLE INC | COM | 037833100 | 77,724 | 731,800 | SH | SOLE | 731,800 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 50,769 | 371,332 | SH | SOLE | 371,332 | 0 | 0 | ||
| BOEING CO/THE | COM | 097023105 | 19,141 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 13,788 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 49,085 | 741,575 | SH | SOLE | 741,575 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 41,159 | 3,698,000 | SH | SOLE | 3,698,000 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 41,493 | 103,500 | SH | SOLE | 103,500 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 20,077 | 284,500 | SH | SOLE | 284,500 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 33,969 | 107,673 | SH | SOLE | 107,673 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 88,518 | 344,655 | SH | SOLE | 344,655 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 63,061 | 416,000 | SH | SOLE | 416,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 44,106 | 345,282 | SH | SOLE | 345,282 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 21,508 | 261,851 | SH | SOLE | 261,851 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 32,954 | 492,884 | SH | SOLE | 492,884 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 39,501 | 117,192 | SH | SOLE | 117,192 | 0 | 0 | ||