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
2U INC COM 90214J101 13,131 203,550 SH   SOLE   0 0 0
AMAZON COM INC COM 023135106 59,493 50,872 SH   SOLE   0 0 0
BANK AMER CORP COM 060505104 247 8,355 SH   SOLE   0 0 0
BOEING CO COM 097023105 92,120 312,368 SH   SOLE   0 0 0
FACEBOOK INC CL A 30303M102 49,628 281,240 SH   SOLE   0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 55,720 2,938,840 SH   SOLE   0 0 0
HOME DEPOT INC COM 437076102 222 1,170 SH   SOLE   0 0 0
LAM RESEARCH CORP COM 512807108 45,593 247,696 SH   SOLE   0 0 0
LOCKHEED MARTIN CORP COM 539830109 101,744 316,909 SH   SOLE   0 0 0
MASTERCARD INC CL A 57636Q104 40,976 270,717 SH   SOLE   0 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 45,099 513,185 SH   SOLE   0 0 0
MICROSOFT CORP COM 594918104 257 3,000 SH   SOLE   0 0 0
NORTHROP GRUMMAN CORP COM 666807102 30,926 100,767 SH   SOLE   0 0 0
RAYTHEON CO COM NEW 755111507 57,634 306,807 SH   SOLE   0 0 0
SOUTHERN COPPER CORP COM 84265V105 10,534 222,000 SH   SOLE   0 0 0
STRATUS PPTYS INC COM NEW 863167201 2,418 81,402 SH   SOLE   0 0 0
UNITED TECHNOLOGIES CORP COM 913017109 212 1,660 SH   SOLE   0 0 0
XPO LOGISTICS INC COM 983793100 73,883 806,672 SH   SOLE   0 0 0