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
AIRBNB INC COM CL A 009066101 14,680 100,000 SH   SOLE   100,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 91,990 395,263 SH   SOLE   395,263 0 0
ALPHABET INC CAP STK CL A 02079K305 156,654 89,382 SH   SOLE   89,382 0 0
BK OF AMERICA CORP COM 060505104 73,856 2,436,702 SH   SOLE   2,436,702 0 0
BOSTON PROPERTIES INC COM 101121101 22,413 237,097 SH   SOLE   237,097 0 0
COLONY CAP INC NEW CL A COM 19626G108 51,965 10,803,635 SH   SOLE   10,803,635 0 0
FACEBOOK INC CL A 30303M102 154,585 565,913 SH   SOLE   565,913 0 0
HARLEY DAVIDSON INC COM 412822108 27,441 747,704 SH   SOLE   747,704 0 0
HUDSON PAC PPTYS INC COM 444097109 20,910 870,519 SH   SOLE   870,519 0 0
INTERACTIVE BROKERS GROUP IN COM CL AD 45841N107 93,350 1,532,334 SH   SOLE   1,532,334 0 0
JPMORGAN CHASE & CO COM 46625H100 87,973 692,318 SH   SOLE   692,318 0 0
KILROY RLTY CORP COM 49427F108 20,520 357,496 SH   SOLE   357,496 0 0
KIRBY CORP COM 497266106 81,365 1,569,852 SH   SOLE   1,569,852 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 85,266 2,500,474 SH   SOLE   2,500,474 0 0
SNAP INC CL A 83304A106 53,893 1,076,354 SH   SOLE   1,076,354 0 0
WESTERN DIGITAL CORP. COM 958102105 167,920 3,031,595 SH   SOLE   3,031,595 0 0