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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
APPLE INCCOM03783310047,190386,332SH SOLE 386,33200
AMAZON COM INCCOM023135106113,21236,590SH SOLE 36,59000
SALESFORCE COM INCCOM79466L30219,36891,416SH SOLE 91,41600
DR HORTON INCCOM23331A10987,032976,575SH SOLE 976,57500
FAIR ISAAC CORPCOM30325010450,306103,500SH SOLE 103,50000
GENERAL MTRS COCOM37045V10043,957765,000SH SOLE 765,00000
LENNAR CORPCL A52605710453,601529,500SH SOLE 529,50000
MASTERCARD INCCL A57636Q10442,254118,673SH SOLE 118,67300
MICROSOFT CORPCOM59491810481,259344,655SH SOLE 344,65500
NVIDIA CORPCOM67066G10455,529104,000SH SOLE 104,00000
PAYPAL HLDGS INCCOM70450Y10327,441113,000SH SOLE 113,00000
QUALCOMM INCCOM74752510353,073400,282SH SOLE 400,28200
ROKU INCCOM CL A77543R10293,447286,851SH SOLE 286,85100
SEA LTDSPONSORD ADS81141R100151,324677,884SH SOLE 677,88400
S&P GLOBALCOM78409V10441,354117,192SH SOLE 117,19200
T-MOBILE US INCCOM87259010447,610380,000SH SOLE 380,00000
ZILLOW GROUP INCCL C CAP STK98954M20047,967370,000SH SOLE 370,00000