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 |
| AIR LEASE CORP | CL A | 00912X302 | 698,782 | 20,343 | SH | SOLE | 20,343 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 879,983 | 750 | SH | SOLE | 750 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 198,500 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| BARRICK GOLD CORPORATION | COM | 067901108 | 274,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 231,600 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 926,705 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 | 1,404,655 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| CONTINENTAL RESOURCES INC | COM | 212015101 | 223,850 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 1,280,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ENCANA CORP | COM | 292505104 | 1,086,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 317,840 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 729,900 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 1,744,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| LINCOLN NATL CORP IND | COM | 534187109 | 587,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 1,202,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 1,244,400 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 496,500 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 623,040 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 761,400 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| PROSHARES TR | ULTSHRT QQQ | 74347B243 | 860,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| PROSHARES TR | ULTRASHRT S&P500 | 74347B383 | 832,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 537,975 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 1,083,570 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 1,283,160 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 871,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 917,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 200,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||