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    <nameOfIssuer>3-D SYS CORP DEL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>88554D205</cusip>
    <value>6813</value>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>17552</value>
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    <nameOfIssuer>AMERICAN EXPRESS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>025816109</cusip>
    <value>25093</value>
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      <sshPrnamt>276573</sshPrnamt>
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    <nameOfIssuer>BANK OF AMERICA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>060505104</cusip>
    <value>26161</value>
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      <Sole>1680246</Sole>
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    <nameOfIssuer>D R HORTON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23331A109</cusip>
    <value>22208</value>
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      <Sole>994969</Sole>
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      <None>0</None>
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    <nameOfIssuer>EBAY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>278642103</cusip>
    <value>14087</value>
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      <sshPrnamt>256751</sshPrnamt>
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      <Sole>256751</Sole>
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      <None>0</None>
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    <nameOfIssuer>FACEBOOK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>44385</value>
    <shrsOrPrnAmt>
      <sshPrnamt>812175</sshPrnamt>
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    <votingAuthority>
      <Sole>812175</Sole>
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      <None>0</None>
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    <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38141G104</cusip>
    <value>21145</value>
    <shrsOrPrnAmt>
      <sshPrnamt>119289</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>119289</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GOOGLE INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>38259P508</cusip>
    <value>40711</value>
    <shrsOrPrnAmt>
      <sshPrnamt>36326</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>36326</Sole>
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      <None>0</None>
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    <nameOfIssuer>LENNAR CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>526057104</cusip>
    <value>18677</value>
    <shrsOrPrnAmt>
      <sshPrnamt>472120</sshPrnamt>
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      <Sole>472120</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>LINKEDIN CORP</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>53578A108</cusip>
    <value>16447</value>
    <shrsOrPrnAmt>
      <sshPrnamt>75851</sshPrnamt>
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    <votingAuthority>
      <Sole>75851</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MASTERCARD INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>57636Q104</cusip>
    <value>21449</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25673</sshPrnamt>
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      <Sole>25673</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>26013</value>
    <shrsOrPrnAmt>
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      <Sole>3082087</Sole>
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      <None>0</None>
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    <nameOfIssuer>OPENTABLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68372A104</cusip>
    <value>4525</value>
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      <sshPrnamt>57006</sshPrnamt>
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    <votingAuthority>
      <Sole>57006</Sole>
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      <None>0</None>
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    <nameOfIssuer>PRICELINE COM INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>741503403</cusip>
    <value>21558</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18546</sshPrnamt>
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      <Sole>18546</Sole>
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      <None>0</None>
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    <nameOfIssuer>PULTE GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>745867101</cusip>
    <value>20594</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1010973</sshPrnamt>
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      <Sole>1010973</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747525103</cusip>
    <value>10764</value>
    <shrsOrPrnAmt>
      <sshPrnamt>144972</sshPrnamt>
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      <Sole>144972</Sole>
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      <None>0</None>
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    <nameOfIssuer>RADIAN GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>750236101</cusip>
    <value>18284</value>
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      <sshPrnamt>1294911</sshPrnamt>
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      <Sole>1294911</Sole>
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      <None>0</None>
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    <nameOfIssuer>SANDISK CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>80004C101</cusip>
    <value>10719</value>
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      <sshPrnamt>151954</sshPrnamt>
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      <Sole>151954</Sole>
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      <None>0</None>
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    <nameOfIssuer>STRATASYS LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>M85548101</cusip>
    <value>5099</value>
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      <Sole>37853</Sole>
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    <nameOfIssuer>TESLA MTRS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88160R101</cusip>
    <value>26299</value>
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      <sshPrnamt>174825</sshPrnamt>
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      <Sole>174825</Sole>
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      <None>0</None>
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    <nameOfIssuer>TOLL BROTHERS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>889478103</cusip>
    <value>17637</value>
    <shrsOrPrnAmt>
      <sshPrnamt>476678</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>476678</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>VISA INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>92826C839</cusip>
    <value>24815</value>
    <shrsOrPrnAmt>
      <sshPrnamt>111438</sshPrnamt>
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      <Sole>111438</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>YELP INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>985817105</cusip>
    <value>4926</value>
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      <sshPrnamt>71440</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>71440</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>12748</value>
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      <sshPrnamt>155976</sshPrnamt>
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      <None>0</None>
    </votingAuthority>
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</informationTable>
