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
ADOBE SYS INC COM 00724F101 8,143 33,400 SH   SOLE   33,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,312 44,800 SH   SOLE   44,800 0 0
ALPHABET INC CAP STK CL C 02079K107 6,582 5,900 SH   SOLE   5,900 0 0
AUTODESK INC COM 052769106 7,315 55,800 SH   SOLE   55,800 0 0
BBX CAP CORP NEW CL A 05491N104 1,594 176,556 SH   SOLE   176,556 0 0
CANADIAN NAT RES LTD COM 136385101 3,192 88,500 SH   SOLE   88,500 0 0
CENOVUS ENERGY INC COM 15135U109 2,325 224,000 SH   SOLE   224,000 0 0
CENTURY CMNTYS INC COM 156504300 6,539 207,245 SH   SOLE   207,245 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,792 23,163 SH   SOLE   23,163 0 0
CROWN HOLDINGS INC COM 228368106 6,387 142,700 SH   SOLE   142,700 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,152 71,700 SH   SOLE   71,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,289 17,400 SH   SOLE   17,400 0 0
ESSENT GROUP LTD COM G3198U102 10,479 292,533 SH   SOLE   292,533 0 0
EXXON MOBIL CORP COM 30231G102 8,761 105,900 SH   SOLE   105,900 0 0
FACEBOOK INC CL A 30303M102 19,492 100,308 SH   SOLE   100,308 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 15,083 71,600 SH   SOLE   71,600 0 0
GLOBAL PMTS INC COM 37940X102 8,261 74,100 SH   SOLE   74,100 0 0
GMS INC COM 36251C103 11,317 417,758 SH   SOLE   417,758 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,415 168,800 SH   SOLE   168,800 0 0
MICROSOFT CORP COM 594918104 8,254 83,700 SH   SOLE   83,700 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 3,171 37,900 SH   SOLE   37,900 0 0
PARSLEY ENERGY INC CL A 701877102 8,528 281,628 SH   SOLE   281,628 0 0
PIONEER NAT RES CO COM 723787107 4,497 23,765 SH   SOLE   23,765 0 0
S&P GLOBAL INC COM 78409V104 12,468 61,149 SH   SOLE   61,149 0 0
TRANSUNION COM 89400J107 6,347 88,600 SH   SOLE   88,600 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,819 44,100 SH   SOLE   44,100 0 0
VISA INC COM CL A 92826C839 12,583 95,000 SH   SOLE   95,000 0 0
WORLDPAY INC CL A 981558109 4,670 57,100 SH   SOLE   57,100 0 0
WPX ENERGY INC COM 98212B103 3,130 173,600 SH   SOLE   173,600 0 0