The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,613 58,000 SH   SOLE   58,000 0 0
ALPHABET INC CAP STK CL A 02079K305 113,092 160,749 SH   SOLE   160,749 0 0
APPLE INC COM 037833100 42,393 443,445 SH   SOLE   443,445 0 0
CRITEO S A SPONS ADS 226718104 31,588 687,895 SH   SOLE   687,895 0 0
D R HORTON INC COM 23331A109 27,924 887,053 SH   SOLE   887,053 0 0
FACEBOOK INC CL A 30303M102 150,391 1,315,988 SH   SOLE   1,315,988 0 0
LENNAR CORP CL A 526057104 22,045 478,190 SH   SOLE   478,190 0 0
MGIC INVT CORP WIS COM 552848103 37,381 6,282,444 SH   SOLE   6,282,444 0 0
PRICELINE GRP INC COM NEW 741503403 11,274 9,031 SH   SOLE   9,031 0 0
RADIAN GROUP INC COM 750236101 28,842 2,767,979 SH   SOLE   2,767,979 0 0
TESLA MTRS INC COM 88160R101 14,234 67,052 SH   SOLE   67,052 0 0
ZILLOW GROUP INC CL A 98954M101 34,456 940,143 SH   SOLE   940,143 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,032 56,000 SH   SOLE   56,000 0 0