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 |
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 3,194 | 59,152 | SH | SOLE | 59,152 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 11,106 | 35,523 | SH | SOLE | 35,523 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 15,786 | 209,030 | SH | SOLE | 209,030 | 0 | 0 | ||
| BANK OF AMERICA CORPORATION | COM | 060505104 | 18,712 | 1,355,932 | SH | SOLE | 1,355,932 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 11,067 | 569,573 | SH | SOLE | 569,573 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 11,561 | 207,200 | SH | SOLE | 207,200 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 32,921 | 655,412 | SH | SOLE | 655,412 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 15,231 | 96,270 | SH | SOLE | 96,270 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 25,682 | 29,320 | SH | SOLE | 29,320 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 8,956 | 252,999 | SH | SOLE | 252,999 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 15,063 | 61,216 | SH | SOLE | 61,216 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 13,943 | 20,724 | SH | SOLE | 20,724 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 16,130 | 2,215,725 | SH | SOLE | 2,215,725 | 0 | 0 | ||
| OPENTABLE INC | COM | 68372A104 | 3,219 | 46,002 | SH | SOLE | 46,002 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 17,166 | 16,980 | SH | SOLE | 16,980 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 9,214 | 558,441 | SH | SOLE | 558,441 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 7,875 | 116,984 | SH | SOLE | 116,984 | 0 | 0 | ||
| RADIAN GROUP INC | COM | 750236101 | 12,377 | 888,518 | SH | SOLE | 888,518 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 7,297 | 122,623 | SH | SOLE | 122,623 | 0 | 0 | ||
| STRATASYS LTD | COM | M85548101 | 3,093 | 30,544 | SH | SOLE | 30,544 | 0 | 0 | ||
| TESLA MTRS INC | COM | 88160R101 | 19,460 | 100,637 | SH | SOLE | 100,637 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 8,068 | 248,772 | SH | SOLE | 248,772 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 17,185 | 89,929 | SH | SOLE | 89,929 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 3,815 | 57,651 | SH | SOLE | 57,651 | 0 | 0 | ||
| ZILLOW INC | CL A | 98954A107 | 10,611 | 125,867 | SH | SOLE | 125,867 | 0 | 0 | ||