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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

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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
AMGEN INC COM 031162100 5,997 40,000 SH   SOLE   40,000 0 0
APPLE INC COM 037833100 8,174 75,000 SH   SOLE   75,000 0 0
FIRST SOLAR INC COM 336433107 6,847 100,000 SH   SOLE   100,000 0 0
GENTHERM INC COM 37253A103 1,955 47,000 SH   SOLE   47,000 0 0
HCA HOLDINGS INC COM 40412C101 7,805 100,000 SH   SOLE   100,000 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 7,984 609,905 SH   SOLE   609,905 0 0
TAILORED BRANDS INC COM 87403A107 7,160 400,000 SH   SOLE   400,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 5,170 275,000 SH   SOLE   275,000 0 0