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 SYSTEMS INC COM 00724F101 9,260 31,428 SH   SOLE   31,428 0 0
ADVANCED MICRO DEVICES COM 007903107 6,588 216,927 SH   SOLE   216,927 0 0
ALIBABA GROUP HOLDING-SP ADR COM 01609W102 8,557 50,499 SH   SOLE   50,499 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 10,862 10,031 SH   SOLE   10,031 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 819 758 SH   SOLE   758 0 0
AMAZON.COM INC COM 023135106 31,917 16,855 SH   SOLE   16,855 0 0
AMERICAN TOWER COM 03027X100 623 3,046 SH   SOLE   3,046 0 0
APOLLO GLOBAL MANAGEMENT LLC COM 037612306 371 10,818 SH   SOLE   10,818 0 0
APPLE COMPUTER INC COM 037833100 11,780 59,521 SH   SOLE   59,521 0 0
BANK OF AMERICA CORP COM 060505104 11,604 400,133 SH   SOLE   400,133 0 0
BLACKSTONE GROUP LP COM 09253U108 523 11,764 SH   SOLE   11,764 0 0
BROADCOM LTD COM UNIT LTD 09253U108 556 1,932 SH   SOLE   1,932 0 0
CHARLES SCHWAB CORP. COM 808513105 2,004 49,870 SH   SOLE   49,870 0 0
CHINA MOBILE LTD-SPON ADR COM 16941M109 315 6,958 SH   SOLE   6,958 0 0
DELL TECHNOLOGIES -C COM 24703L202 11,320 222,837 SH   SOLE   222,837 0 0
DENALI THERAPEUTICS INC COM 24823R105 1,464 70,532 SH   SOLE   70,532 0 0
DISNEY WALT CO COM 254687106 13,482 96,549 SH   SOLE   96,549 0 0
ELECTRONIC ARTS COM 285512109 10,869 107,340 SH   SOLE   107,340 0 0
FACEBOOK INC-A COM 30303M102 13,548 70,199 SH   SOLE   70,199 0 0
GOLDMAN SACHS GROUP INC COM 38141g104 6,804 33,257 SH   SOLE   33,257 0 0
HOME DEPOT INC COM 437076102 528 2,537 SH   SOLE   2,537 0 0
JP MORGAN CHASE & CO COM 46625h100 9,506 85,024 SH   SOLE   85,024 0 0
LAS VEGAS SANDS INC COM 517834107 352 5,961 SH   SOLE   5,961 0 0
LENNAR CORP CL A 526057104 8,841 182,447 SH   SOLE   182,447 0 0
LENNAR CORP CLASS B CL B 526057302 366 9,517 SH   SOLE   9,517 0 0
MARTIN MARIETTA MATERIALS COM 573284106 7,750 33,679 SH   SOLE   33,679 0 0
MC DONALDS CORP COM 580135101 438 2,107 SH   SOLE   2,107 0 0
MGIC INVESTMENT CORP COM 552848103 3,014 229,403 SH   SOLE   229,403 0 0
MICROSOFT CORPORATION COM 594918104 16,998 126,890 SH   SOLE   126,890 0 0
NETFLIX, INC. COM 64110l106 9,709 26,433 SH   SOLE   26,433 0 0
NVIDIA CORPORATION COM 67066g104 12,338 75,128 SH   SOLE   75,128 0 0
OKTA INC COM 679295105 6,652 53,856 SH   SOLE   53,856 0 0
ONEOK INC COM 682680103 542 7,879 SH   SOLE   7,879 0 0
PAGERDUTY INC COM 69553P100 1,408 29,923 SH   SOLE   29,923 0 0
PAYPAL HOLDINGS INC COM 70450Y103 13,702 119,709 SH   SOLE   119,709 0 0
PINTEREST INC- CLASS A COM 72352L106 817 30,000 SH   SOLE   30,000 0 0
QUALCOMM INC. COM 747525103 2,009 26,408 SH   SOLE   26,408 0 0
REVOLVE GROUP INC COM 76156B107 4,131 119,732 SH   SOLE   119,732 0 0
SALESFORCE.COM INC COM 79466l302 4,639 30,572 SH   SOLE   30,572 0 0
T-Mobile US COM 872590104 3,746 50,530 SH   SOLE   50,530 0 0
TAKE TWO INTERACTIVE SOFTWARE COM 874054109 6,275 55,269 SH   SOLE   55,269 0 0
TWILIO INC - A COM 90138F102 7,943 58,258 SH   SOLE   58,258 0 0
TWITTER INC COM 90184L102 8,128 232,890 SH   SOLE   232,890 0 0
VMWARE INC-CLASS A COM 928563402 11,594 69,339 SH   SOLE   69,339 0 0
XILINX INC COM 983919101 6,977 59,167 SH   SOLE   59,167 0 0
ZILLOW GROUP INC - A COM 98954M101 3,975 86,858 SH   SOLE   86,858 0 0
ZILLOW GROUP INC - C COM 98954M200 10,063 216,914 SH   SOLE   216,914 0 0
ZSCALER INC COM 98980G102 11,350 148,089 SH   SOLE   148,089 0 0
ENTERPRISE PRODUCTS PART LP COM 293792107 660 22,848 SH   SOLE   22,848 0 0
MAGELLAN MIDSTREAM PARTNERS COM UNIT RP LP 559080106 202 3,151 SH   SOLE   3,151 0 0
DISNEY WALT CO COM 254687106 6,284 45,000 SH Call SOLE   45,000 0 0
ELECTRONIC ARTS COM 285512109 5,468 54,000 SH Call SOLE   54,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,228 6,000 SH Call SOLE   6,000 0 0
JP MORGAN CHASE & CO COM 46625H100 671 6,000 SH Call SOLE   6,000 0 0
QUALCOMM INC. COM 747525103 4,564 60,000 SH Call SOLE   60,000 0 0
T-Mobile US COM 872590104 2,669 36,000 SH Call SOLE   36,000 0 0
TESLA INC. COM 88160R101 8,938 40,000 SH Call SOLE   40,000 0 0
TAKE TWO INTERACTIVE SOFTWARE COM 874054109 4,087 36,000 SH Call SOLE   36,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 22,409 120,000 SH Put SOLE   120,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 35,160 120,000 SH Put SOLE   120,000 0 0
AT&T Inc COM 00206R102 10,053 300,000 SH Put SOLE   300,000 0 0