The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
2U INC | COM ADDED | 90214J101 | 14,446 | 377,273 | SH | SOLE | 377,273 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 43,717 | 52,211 | SH | SOLE | 52,211 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 32,155 | 186,385 | SH | SOLE | 186,385 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 48,685 | 1,612,085 | SH | SOLE | 1,612,085 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 42,026 | 327,634 | SH | SOLE | 327,634 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CLB | 35671D857 | 4,763 | 438,550 | SH | SOLE | 438,550 | 0 | 0 | ||
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 27,748 | 297,345 | SH | SOLE | 297,345 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 47,144 | 1,113,462 | SH | SOLE | 1,113,462 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 100,090 | 417,529 | SH | SOLE | 417,529 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 29,890 | 293,705 | SH | SOLE | 293,705 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 65,097 | 304,262 | SH | SOLE | 304,262 | 0 | 0 | ||
RAYTHEON CO | COM NEW | 755111507 | 59,229 | 435,095 | SH | SOLE | 435,095 | 0 | 0 | ||
STRATUS PPTYS INC | COM NEW | 863167201 | 1,986 | 81,402 | SH | SOLE | 81,402 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 29,077 | 182,808 | SH | SOLE | 182,808 | 0 | 0 | ||
TRI POINTE GROUP INC | COM | 87265H109 | 25,003 | 1,897,025 | SH | SOLE | 1,897,025 | 0 | 0 | ||
TRUECAR INC | COM | 89785L107 | 207 | 21,944 | SH | SOLE | 21,944 | 0 | 0 | ||
XPO LOGISTICS INC | COM | 983793100 | 59,564 | 1,624,325 | SH | SOLE | 1,624,325 | 0 | 0 |