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
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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
APPLE INC COM 037833100 64,838 371,332 SH   SOLE   371,332 0 0
AMAZON COM INC COM 023135106 119,282 36,590 SH   SOLE   36,590 0 0
BOEING CO/THE COM 097023105 26,810 140,000 SH   SOLE   140,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 27,850 360,000 SH   SOLE   360,000 0 0
D R HORTON INC COM 23331A109 55,255 741,575 SH   SOLE   741,575 0 0
FORD MTR CO DEL COM 345370900 23,674 1,400,000 SH Call SOLE   1,400,000 0 0
FORD MTR CO DEL COM 345370860 62,533 3,698,000 SH   SOLE   3,698,000 0 0
FAIR ISAAC CORP COM 303250104 48,279 103,500 SH   SOLE   103,500 0 0
LENNAR CORP CL A 526057104 23,093 284,500 SH   SOLE   284,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 38,480 107,673 SH   SOLE   107,673 0 0
MICROSOFT CORP COM 594918104 106,261 344,655 SH   SOLE   344,655 0 0
NVIDIA CORPORATION COM 67066G104 113,510 416,000 SH   SOLE   416,000 0 0
QUALCOMM INC COM 747525103 52,766 345,282 SH   SOLE   345,282 0 0
ROKU INC COM CL A 77543R102 32,802 261,851 SH   SOLE   261,851 0 0
SEA LTD SPONSORD ADS 81141R100 59,043 492,884 SH   SOLE   492,884 0 0
S&P GLOBAL INC COM 78409V104 48,070 117,192 SH   SOLE   117,192 0 0