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
ADOBE SYS INC COM 00724F101 5,705 26,400 SH   SOLE   26,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,846 37,300 SH   SOLE   37,300 0 0
ALPHABET INC CAP STK CL C 02079K107 6,088 5,900 SH   SOLE   5,900 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,003 57,800 SH   SOLE   57,800 0 0
AUTODESK INC COM 052769106 6,530 52,000 SH   SOLE   52,000 0 0
BANK AMER CORP COM 060505104 3,995 133,200 SH   SOLE   133,200 0 0
BBX CAP CORP NEW CL A 05491N104 3,225 350,161 SH   SOLE   350,161 0 0
CENTURY CMNTYS INC COM 156504300 9,539 318,494 SH   SOLE   318,494 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 13,215 42,463 SH   SOLE   42,463 0 0
D R HORTON INC COM 23331A109 5,822 132,800 SH   SOLE   132,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,142 130,300 SH   SOLE   130,300 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,062 96,335 SH   SOLE   96,335 0 0
ESSENT GROUP LTD COM G3198U102 9,863 231,733 SH   SOLE   231,733 0 0
FACEBOOK INC CL A 30303M102 18,697 117,008 SH   SOLE   117,008 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 15,086 74,500 SH   SOLE   74,500 0 0
GLOBAL PMTS INC COM 37940X102 5,621 50,400 SH   SOLE   50,400 0 0
GMS INC COM 36251C103 18,913 618,876 SH   SOLE   618,876 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,241 168,800 SH   SOLE   168,800 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,755 20,700 SH   SOLE   20,700 0 0
PIONEER NAT RES CO COM 723787107 8,411 48,965 SH   SOLE   48,965 0 0
S&P GLOBAL INC COM 78409V104 11,683 61,149 SH   SOLE   61,149 0 0
TRANSUNION COM 89400J107 9,454 166,500 SH   SOLE   166,500 0 0
UNITED CONTL HLDGS INC COM 910047109 4,099 59,000 SH   SOLE   59,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,052 42,300 SH   SOLE   42,300 0 0
VISA INC COM CL A 92826C839 11,364 95,000 SH   SOLE   95,000 0 0