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
ALPHABET INC CAP STK CL C 02079K107 6,174 5,900 SH   SOLE   5,900 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,007 57,800 SH   SOLE   57,800 0 0
ANDEAVOR COM 03349M105 7,969 69,700 SH   SOLE   69,700 0 0
APPLE INC COM 037833100 6,448 38,100 SH   SOLE   38,100 0 0
ATHENE HLDG LTD CL A G0684D107 9,825 190,000 SH   SOLE   190,000 0 0
BANK AMER CORP COM 060505104 11,784 399,200 SH   SOLE   399,200 0 0
BBX CAP CORP NEW CL A 05491N104 3,511 440,467 SH   SOLE   440,467 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 6,250 21 SH   SOLE   21 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,647 18,400 SH   SOLE   18,400 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 12,913 592,608 SH   SOLE   592,608 0 0
CENTURY CMNTYS INC COM 156504300 9,426 303,091 SH   SOLE   303,091 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,266 42,463 SH   SOLE   42,463 0 0
CME GROUP INC COM CL A 12572Q105 3,783 25,900 SH   SOLE   25,900 0 0
D R HORTON INC COM 23331A109 10,219 200,100 SH   SOLE   200,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,297 130,300 SH   SOLE   130,300 0 0
ENCANA CORP COM 292505104 4,418 331,400 SH   SOLE   331,400 0 0
ESSENT GROUP LTD COM G3198U102 10,266 236,443 SH   SOLE   236,443 0 0
EVERCORE INC CLASS A 29977A105 6,930 77,000 SH   SOLE   77,000 0 0
FACEBOOK INC CL A 30303M102 15,653 88,708 SH   SOLE   88,708 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 12,546 65,200 SH   SOLE   65,200 0 0
GARTNER INC COM 366651107 8,263 67,100 SH   SOLE   67,100 0 0
GMS INC COM 36251C103 8,972 238,376 SH   SOLE   238,376 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,344 28,700 SH   SOLE   28,700 0 0
PARSLEY ENERGY INC CL A 701877102 4,360 148,100 SH   SOLE   148,100 0 0
PIONEER NAT RES CO COM 723787107 4,287 24,800 SH   SOLE   24,800 0 0
RSP PERMIAN INC COM 74978Q105 4,348 106,877 SH   SOLE   106,877 0 0
S&P GLOBAL INC COM 78409V104 14,289 84,349 SH   SOLE   84,349 0 0
TRANSUNION COM 89400J107 3,853 70,111 SH   SOLE   70,111 0 0
UNITED CONTL HLDGS INC COM 910047109 3,977 59,000 SH   SOLE   59,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 12,236 55,500 SH   SOLE   55,500 0 0
VISA INC COM CL A 92826C839 6,271 55,000 SH   SOLE   55,000 0 0
WPX ENERGY INC COM 98212B103 4,368 310,474 SH   SOLE   310,474 0 0