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 | 6,861 | 5,900 | SH | SOLE | 5,900 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 7,830 | 275,106 | SH | SOLE | 275,106 | 0 | 0 | ||
| ARCHROCK INC | COM | 03957W106 | 1,086 | 288,755 | SH | SOLE | 288,755 | 0 | 0 | ||
| BEACON ROOFING SUPPLY INC | COM | 073685109 | 4,138 | 250,163 | SH | SOLE | 250,163 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 3,226 | 422,276 | SH | SOLE | 422,276 | 0 | 0 | ||
| CEVA INC | COM | 157210105 | 3,740 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 1,387 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| COHERENT INC | COM | 192479103 | 3,565 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 4,537 | 229,121 | SH | SOLE | 229,121 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 22,166 | 323,501 | SH | SOLE | 323,501 | 0 | 0 | ||
| EXTERRAN CORP | COM | 30227H106 | 836 | 174,156 | SH | SOLE | 174,156 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 6,240 | 37,409 | SH | SOLE | 37,409 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 10,010 | 105,383 | SH | SOLE | 105,383 | 0 | 0 | ||
| FOX CORP | CL B COM | 35137L204 | 3,203 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 4,152 | 169,400 | SH | SOLE | 169,400 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 6,174 | 443,500 | SH | SOLE | 443,500 | 0 | 0 | ||
| LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 1,962 | 418,392 | SH | SOLE | 418,392 | 0 | 0 | ||
| NASDAQ INC | COM | 631103108 | 8,006 | 84,313 | SH | SOLE | 84,313 | 0 | 0 | ||
| NU SKIN ENTERPRISES INC | CL A | 67018T105 | 1,969 | 90,098 | SH | SOLE | 90,098 | 0 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | 1,052 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
| ONEOK INC NEW | COM | 682680103 | 743 | 34,074 | SH | SOLE | 34,074 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 7,257 | 75,800 | SH | SOLE | 75,800 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 10,109 | 125,370 | SH | SOLE | 125,370 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 5,152 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 8,379 | 191,702 | SH | SOLE | 191,702 | 0 | 0 | ||
| WILLIAMS COS INC | COM | 969457100 | 6,680 | 472,119 | SH | SOLE | 472,119 | 0 | 0 | ||