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 C | 02079K107 | 3,107 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 7,351 | 275,106 | SH | SOLE | 275,106 | 0 | 0 | ||
| ARCHROCK INC | COM | 03957W106 | 2,380 | 317,755 | SH | SOLE | 317,755 | 0 | 0 | ||
| BEACON ROOFING SUPPLY INC | COM | 073685109 | 1,745 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 4,349 | 383,176 | SH | SOLE | 383,176 | 0 | 0 | ||
| CEVA INC | COM | 157210105 | 3,137 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 1,118 | 25,700 | SH | SOLE | 25,700 | 0 | 0 | ||
| COHERENT INC | COM | 192479103 | 529 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 2,790 | 133,471 | SH | SOLE | 133,471 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 15,314 | 320,501 | SH | SOLE | 320,501 | 0 | 0 | ||
| CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 6,347 | 499,000 | SH | SOLE | 499,000 | 0 | 0 | ||
| EXTERRAN CORP | COM | 30227H106 | 2,195 | 123,986 | SH | SOLE | 123,986 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,307 | 17,600 | SH | SOLE | 17,600 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 5,881 | 347,800 | SH | SOLE | 347,800 | 0 | 0 | ||
| HOLLY ENERGY PARTNERS L P | COM UT LTD PTN | 435763107 | 206 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 9,534 | 186,500 | SH | SOLE | 186,500 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 7,175 | 466,500 | SH | SOLE | 466,500 | 0 | 0 | ||
| NASDAQ INC | COM | 631103108 | 6,877 | 84,313 | SH | SOLE | 84,313 | 0 | 0 | ||
| NU SKIN ENTERPRISES INC | CL A | 67018T105 | 5,303 | 86,470 | SH | SOLE | 86,470 | 0 | 0 | ||
| ONEOK INC NEW | COM | 682680103 | 5,237 | 97,074 | SH | SOLE | 97,074 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 16,498 | 196,200 | SH | SOLE | 196,200 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 10,650 | 175,370 | SH | SOLE | 175,370 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 3,370 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 7,245 | 175,002 | SH | SOLE | 175,002 | 0 | 0 | ||
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 1,548 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 7,890 | 357,827 | SH | SOLE | 357,827 | 0 | 0 | ||