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 3,060 187,950 SH   SOLE   187,950 0 0
AMAZON COM INC COM 023135106 102,660 59,139 SH   SOLE   59,139 0 0
BOEING CO COM 097023105 266 700 SH   SOLE   700 0 0
CISCO SYS INC COM 17275R102 42,010 850,232 SH   SOLE   850,232 0 0
ELDORADO RESORTS INC COM 28470R102 440 11,030 SH   SOLE   11,030 0 0
FACEBOOK INC CL A 30303M102 43,204 242,610 SH   SOLE   242,610 0 0
HOME DEPOT INC COM 437076102 271 1,170 SH   SOLE   1,170 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 15,113 27,990 SH   SOLE   27,990 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 17,821 1,645,482 SH   SOLE   1,645,482 0 0
LOCKHEED MARTIN CORP COM 539830109 95,471 244,761 SH   SOLE   244,761 0 0
MASTERCARD INC CL A 57636Q104 66,968 246,595 SH   SOLE   246,595 0 0
MICROSOFT CORP COM 594918104 69,018 496,423 SH   SOLE   496,423 0 0
PROGRESSIVE CORP OHIO COM 743315103 30,816 398,915 SH   SOLE   398,915 0 0
QUALCOMM INC COM 747525103 20,185 264,612 SH   SOLE   264,612 0 0
ROKU INC COM CL A 77543R102 74,365 730,786 SH   SOLE   730,786 0 0
SALESFORCE COM INC COM 79466L302 29,986 202,005 SH   SOLE   202,005 0 0
SEA LTD SPONSORED ADS 81141R100 33,581 1,085,000 SH   SOLE   1,085,000 0 0
STRATUS PPTYS INC COM NEW 863167201 2,391 81,402 SH   SOLE   81,402 0 0
UNITED TECHNOLOGIES CORP COM 913017109 227 1,660 SH   SOLE   1,660 0 0