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    <nameOfIssuer>3-D SYS CORP DEL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>88554D205</cusip>
    <value>3194</value>
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      <Sole>59152</Sole>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>11106</value>
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      <Sole>35523</Sole>
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    <nameOfIssuer>AMERICAN EXPRESS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>025816109</cusip>
    <value>15786</value>
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      <sshPrnamt>209030</sshPrnamt>
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      <Sole>209030</Sole>
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      <None>0</None>
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    <nameOfIssuer>BANK OF AMERICA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>060505104</cusip>
    <value>18712</value>
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      <sshPrnamt>1355932</sshPrnamt>
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      <Sole>1355932</Sole>
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    <nameOfIssuer>D R HORTON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23331A109</cusip>
    <value>11067</value>
    <shrsOrPrnAmt>
      <sshPrnamt>569573</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>569573</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EBAY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>278642103</cusip>
    <value>11561</value>
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      <sshPrnamt>207200</sshPrnamt>
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    <votingAuthority>
      <Sole>207200</Sole>
      <Shared>0</Shared>
      <None>0</None>
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  <infoTable>
    <nameOfIssuer>FACEBOOK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>32921</value>
    <shrsOrPrnAmt>
      <sshPrnamt>655412</sshPrnamt>
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    <votingAuthority>
      <Sole>655412</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38141G104</cusip>
    <value>15231</value>
    <shrsOrPrnAmt>
      <sshPrnamt>96270</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>96270</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>GOOGLE INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>38259P508</cusip>
    <value>25682</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29320</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>29320</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>LENNAR CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>526057104</cusip>
    <value>8956</value>
    <shrsOrPrnAmt>
      <sshPrnamt>252999</sshPrnamt>
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    <votingAuthority>
      <Sole>252999</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LINKEDIN CORP</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>53578A108</cusip>
    <value>15063</value>
    <shrsOrPrnAmt>
      <sshPrnamt>61216</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>61216</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MASTERCARD INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>57636Q104</cusip>
    <value>13943</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20724</sshPrnamt>
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      <Sole>20724</Sole>
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      <None>0</None>
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    <nameOfIssuer>MGIC INVT CORP WIS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>552848103</cusip>
    <value>16130</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2215725</sshPrnamt>
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    <votingAuthority>
      <Sole>2215725</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>OPENTABLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68372A104</cusip>
    <value>3219</value>
    <shrsOrPrnAmt>
      <sshPrnamt>46002</sshPrnamt>
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    <votingAuthority>
      <Sole>46002</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PRICELINE COM INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>741503403</cusip>
    <value>17166</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16980</sshPrnamt>
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    <votingAuthority>
      <Sole>16980</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PULTE GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>745867101</cusip>
    <value>9214</value>
    <shrsOrPrnAmt>
      <sshPrnamt>558441</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>558441</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747525103</cusip>
    <value>7875</value>
    <shrsOrPrnAmt>
      <sshPrnamt>116984</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>116984</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>RADIAN GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>750236101</cusip>
    <value>12377</value>
    <shrsOrPrnAmt>
      <sshPrnamt>888518</sshPrnamt>
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      <Sole>888518</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>SANDISK CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>80004C101</cusip>
    <value>7297</value>
    <shrsOrPrnAmt>
      <sshPrnamt>122623</sshPrnamt>
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    <votingAuthority>
      <Sole>122623</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STRATASYS LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>M85548101</cusip>
    <value>3093</value>
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      <sshPrnamt>30544</sshPrnamt>
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    <votingAuthority>
      <Sole>30544</Sole>
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      <None>0</None>
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    <nameOfIssuer>TESLA MTRS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88160R101</cusip>
    <value>19460</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100637</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>100637</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TOLL BROTHERS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>889478103</cusip>
    <value>8068</value>
    <shrsOrPrnAmt>
      <sshPrnamt>248772</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>248772</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VISA INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>92826C839</cusip>
    <value>17185</value>
    <shrsOrPrnAmt>
      <sshPrnamt>89929</sshPrnamt>
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      <Sole>89929</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>YELP INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>985817105</cusip>
    <value>3815</value>
    <shrsOrPrnAmt>
      <sshPrnamt>57651</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>57651</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ZILLOW INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>98954A107</cusip>
    <value>10611</value>
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      <sshPrnamt>125867</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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      <Sole>125867</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
</informationTable>
