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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 A 02079K305 90,933 116,879 SH   SOLE   116,879 0 0
APPLE INC COM 037833100 46,908 445,640 SH   SOLE   445,640 0 0
CRITEO S A SPONS ADS 226718104 19,268 486,565 SH   SOLE   486,565 0 0
D R HORTON INC COM 23331A109 41,987 1,310,869 SH   SOLE   1,310,869 0 0
FACEBOOK INC CL A 30303M102 100,489 960,148 SH   SOLE   960,148 0 0
LENNAR CORP CL A 526057104 31,410 642,194 SH   SOLE   642,194 0 0
LINKEDIN CORP COM CL A 53578A108 6,523 28,983 SH   SOLE   28,983 0 0
MGIC INVT CORP WIS COM 552848103 47,771 5,410,098 SH   SOLE   5,410,098 0 0
PRICELINE GRP INC COM NEW 741503403 8,543 6,701 SH   SOLE   6,701 0 0
RADIAN GROUP INC COM 750236101 31,197 2,329,859 SH   SOLE   2,329,859 0 0
TESLA MTRS INC COM 88160R101 5,609 23,369 SH   SOLE   23,369 0 0
ZILLOW INC CL A 98954M101 21,517 826,323 SH   SOLE   826,323 0 0