The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 451,360 | 4,340 | SH | SOLE | 4,340 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,019,788 | 29,112 | SH | SOLE | 29,112 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 6,745,044 | 65,302 | SH | SOLE | 65,302 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 3,098,700 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | ||
| BANK AMERICA CORP | COM | 060505104 | 2,215,070 | 77,450 | SH | SOLE | 77,450 | 0 | 0 | |||
| BLACK STONE MINERALS L P | COM UNIT | 09225M101 | 435,900 | 27,782 | SH | SOLE | 27,782 | 0 | 0 | |||
| CINEMARK HLDGS INC | COM | 17243V102 | 2,575,738 | 174,154 | SH | SOLE | 174,154 | 0 | 0 | |||
| COPART INC | COM | 217204106 | 5,585,471 | 74,265 | SH | SOLE | 74,265 | 0 | 0 | |||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 6,689,273 | 68,105 | SH | SOLE | 68,105 | 0 | 0 | |||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 3,027,076 | 9,254 | SH | SOLE | 9,254 | 0 | 0 | |||
| JPMORGAN CHASE & CO | COM | 46625H100 | 4,191,942 | 32,169 | SH | SOLE | 32,169 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 6,641,567 | 23,037 | SH | SOLE | 23,037 | 0 | 0 | |||
| NVR INC | COM | 62944T105 | 2,540,919 | 456 | SH | SOLE | 456 | 0 | 0 | |||
| PULTE GROUP INC | COM | 745867101 | 651,117 | 11,115 | SH | SOLE | 11,115 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 5,557,589 | 24,650 | SH | SOLE | 24,650 | 0 | 0 | |||