ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17070 161360 SH SOLE 161360 0 0 ALPHABET INC CAP STK CL A 02079K305 128299 159564 SH SOLE 159564 0 0 APPLE INC COM 037833100 118258 1046065 SH SOLE 1046065 0 0 BARRICK GOLD CORP COM 067901108 4997 282000 SH SOLE 282000 0 0 CRITEO S A SPONS ADS 226718104 24206 689445 SH SOLE 689445 0 0 D R HORTON INC COM 23331A109 14619 484073 SH SOLE 484073 0 0 FACEBOOK INC CL A 30303M102 164723 1284188 SH SOLE 1284188 0 0 LENNAR CORP CL A 526057104 8918 210630 SH SOLE 210630 0 0 MGIC INVT CORP WIS COM 552848103 28451 3556314 SH SOLE 3556314 0 0 NEWMONT MINING CORP COM 651639106 5894 150000 SH SOLE 150000 0 0 PAYPAL HLDGS INC COM 70450Y103 5818 142000 SH SOLE 142000 0 0 PRICELINE GRP INC COM NEW 741503403 42969 29201 SH SOLE 29201 0 0 QUALCOMM INC COM 747525103 31763 463690 SH SOLE 463690 0 0 RADIAN GROUP INC COM 750236101 19882 1467289 SH SOLE 1467289 0 0 TESLA MTRS INC COM 88160R101 4247 20817 SH SOLE 20817 0 0 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 17409 1186700 SH SOLE 1186700 0 0 ZILLOW GROUP INC CL A 98954M101 18198 528232 SH SOLE 528232 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 7347 212035 SH SOLE 212035 0 0