The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,567 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 10,201 | 275,106 | SH | SOLE | 275,106 | 0 | 0 | ||
| ARCHROCK INC | COM | 03957W106 | 3,368 | 317,755 | SH | SOLE | 317,755 | 0 | 0 | ||
| BEACON ROOFING SUPPLY INC | COM | 073685109 | 6,017 | 163,865 | SH | SOLE | 163,865 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 4,111 | 383,176 | SH | SOLE | 383,176 | 0 | 0 | ||
| CEVA INC | COM | 157210105 | 2,997 | 123,100 | SH | SOLE | 123,100 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 1,200 | 25,700 | SH | SOLE | 25,700 | 0 | 0 | ||
| COHERENT INC | COM | 192479103 | 3,818 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 3,741 | 133,471 | SH | SOLE | 133,471 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 23,954 | 320,501 | SH | SOLE | 320,501 | 0 | 0 | ||
| CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 9,003 | 404,800 | SH | SOLE | 404,800 | 0 | 0 | ||
| EXTERRAN CORP | COM | 30227H106 | 1,763 | 123,986 | SH | SOLE | 123,986 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 4,709 | 24,400 | SH | SOLE | 24,400 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 9,415 | 347,800 | SH | SOLE | 347,800 | 0 | 0 | ||
| FOX CORP | CL B COM | 35137L204 | 3,288 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 7,840 | 169,400 | SH | SOLE | 169,400 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 9,741 | 466,500 | SH | SOLE | 466,500 | 0 | 0 | ||
| LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 4,526 | 391,825 | SH | SOLE | 391,825 | 0 | 0 | ||
| NASDAQ INC | COM | 631103108 | 8,108 | 84,313 | SH | SOLE | 84,313 | 0 | 0 | ||
| NU SKIN ENTERPRISES INC | CL A | 67018T105 | 4,265 | 86,470 | SH | SOLE | 86,470 | 0 | 0 | ||
| ONEOK INC NEW | COM | 682680103 | 6,680 | 97,074 | SH | SOLE | 97,074 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 8,676 | 75,800 | SH | SOLE | 75,800 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 10,749 | 161,370 | SH | SOLE | 161,370 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 5,148 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 12,304 | 167,702 | SH | SOLE | 167,702 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 10,033 | 357,827 | SH | SOLE | 357,827 | 0 | 0 | ||