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
AMAZON COM INC COM 023135106 8,722 23,441 SH   SOLE   23,441 0 0
APPLE INC COM 037833100 33,968 272,989 SH   SOLE   272,989 0 0
BAIDU INC SPON ADR REP A 056752108 15,452 74,148 SH   SOLE   74,148 0 0
D R HORTON INC COM 23331A109 33,311 1,169,624 SH   SOLE   1,169,624 0 0
FACEBOOK INC CL A 30303M102 64,407 783,398 SH   SOLE   783,398 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 36,365 193,460 SH   SOLE   193,460 0 0
GOOGLE INC CL A 38259P508 45,318 81,699 SH   SOLE   81,699 0 0
LENNAR CORP CL A 526057104 30,574 590,124 SH   SOLE   590,124 0 0
LINKEDIN CORP COM CL A 53578A108 13,903 55,643 SH   SOLE   55,643 0 0
MGIC INVT CORP WIS COM 552848103 45,352 4,709,498 SH   SOLE   4,709,498 0 0
PRICELINE COM INC COM NEW 741503403 23,942 20,566 SH   SOLE   20,566 0 0
PULTE GROUP INC COM 745867101 18,020 810,600 SH   SOLE   810,600 0 0
RADIAN GROUP INC COM 750236101 41,433 2,467,704 SH   SOLE   2,467,704 0 0
SANDISK CORP COM 80004C101 4,932 77,525 SH   SOLE   77,525 0 0
TESLA MTRS INC COM 88160R101 7,385 39,124 SH   SOLE   39,124 0 0
TOLL BROTHERS INC COM 889478103 19,463 494,747 SH   SOLE   494,747 0 0
TWITTER INC COM 90184L102 4,579 91,439 SH   SOLE   91,439 0 0
WEIBO CORP SPONSORED ADR 948596101 2,922 226,698 SH   SOLE   226,698 0 0
ZILLOW INC CL A 98954A107 14,269 142,267 SH   SOLE   142,267 0 0