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 |
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 3,330 | 56,293 | SH | SOLE | 56,293 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 11,374 | 33,813 | SH | SOLE | 33,813 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 19,119 | 212,366 | SH | SOLE | 212,366 | 0 | 0 | ||
| BANK OF AMERICA CORPORATION | COM | 060505104 | 16,374 | 951,993 | SH | SOLE | 951,993 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 17,756 | 820,131 | SH | SOLE | 820,131 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 10,891 | 197,153 | SH | SOLE | 197,153 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 37,651 | 625,023 | SH | SOLE | 625,023 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 17,649 | 107,713 | SH | SOLE | 107,713 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 32,917 | 29,535 | SH | SOLE | 29,535 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 15,681 | 395,778 | SH | SOLE | 395,778 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 13,048 | 70,554 | SH | SOLE | 70,554 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 11,230 | 150,336 | SH | SOLE | 150,336 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 30,859 | 3,621,917 | SH | SOLE | 3,621,917 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 16,430 | 13,785 | SH | SOLE | 13,785 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 16,175 | 842,874 | SH | SOLE | 842,874 | 0 | 0 | ||
| RADIAN GROUP INC | COM | 750236101 | 21,868 | 1,454,981 | SH | SOLE | 1,454,981 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 6,491 | 79,949 | SH | SOLE | 79,949 | 0 | 0 | ||
| STRATASYS LTD | COM | M85548101 | 3,085 | 29,076 | SH | SOLE | 29,076 | 0 | 0 | ||
| TESLA MTRS INC | COM | 88160R101 | 15,599 | 74,831 | SH | SOLE | 74,831 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 14,412 | 401,450 | SH | SOLE | 401,450 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 2,727 | 30,107 | SH | SOLE | 30,107 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 1,784 | 38,220 | SH | SOLE | 38,220 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 15,835 | 73,356 | SH | SOLE | 73,356 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 5,311 | 69,039 | SH | SOLE | 69,039 | 0 | 0 | ||
| ZILLOW INC | CL A | 98954A107 | 8,701 | 98,761 | SH | SOLE | 98,761 | 0 | 0 | ||