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 | 8,816 | 222,300 | SH | SOLE | 0 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 45,499 | 51,322 | SH | SOLE | 0 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 39,866 | 1,689,974 | SH | SOLE | 0 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 49,564 | 280,245 | SH | SOLE | 0 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 8,368 | 120,000 | SH | SOLE | 0 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 37,749 | 1,133,269 | SH | SOLE | 0 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 40,589 | 285,738 | SH | SOLE | 0 | 0 | 0 | ||
KEANE GROUP INC | COM ADDED | 48669A108 | 6,947 | 485,800 | SH | SOLE | 0 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 40,483 | 790,830 | SH | SOLE | 0 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 89,607 | 334,854 | SH | SOLE | 0 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 30,738 | 273,303 | SH | SOLE | 0 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 48,957 | 205,841 | SH | SOLE | 0 | 0 | 0 | ||
RAYTHEON CO | COM NEW | 755111507 | 47,304 | 310,187 | SH | SOLE | 0 | 0 | 0 | ||
STRATUS PPTYS INC | COM NEW | 863167201 | 2,230 | 81,402 | SH | SOLE | 0 | 0 | 0 | ||
TRI POINTE GROUP INC | COM | 87265H109 | 17,311 | 1,380,458 | SH | SOLE | 0 | 0 | 0 | ||
WELLS FARGO & CO NEW | COM | 949746101 | 22,913 | 411,653 | SH | SOLE | 0 | 0 | 0 | ||
XPO LOGISTICS INC | COM | 983793100 | 62,287 | 1,300,616 | SH | SOLE | 0 | 0 | 0 |