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 10,150 30,776 SH   SOLE   30,776 0 0
ADVANCED MICRO DEVICES COM 007903107 7,158 156,088 SH   SOLE   156,088 0 0
ALIBABA GROUP HOLDING-SP ADR COM 01609W102 11,887 56,042 SH   SOLE   56,042 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 17,139 12,796 SH   SOLE   12,796 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 981 734 SH   SOLE   734 0 0
AMAZON.COM INC COM 023135106 27,045 14,636 SH   SOLE   14,636 0 0
AMERICAN TOWER COM 03027X100 658 2,862 SH   SOLE   2,862 0 0
APOLLO GLOBAL MANAGEMENT LLC COM 037612306 485 10,169 SH   SOLE   10,169 0 0
APPLE COMPUTER INC COM 037833100 18,246 62,134 SH   SOLE   62,134 0 0
BANK OF AMERICA CORP COM 060505104 13,883 394,171 SH   SOLE   394,171 0 0
BIOGEN INC COM 09062x103 6,084 20,502 SH   SOLE   20,502 0 0
BLACKSTONE GROUP LP COM CL A 09260D107 618 11,052 SH   SOLE   11,052 0 0
BROADCOM LTD COM 11135F101 575 1,821 SH   SOLE   1,821 0 0
CHARLES SCHWAB CORP. COM 808513105 5,416 113,871 SH   SOLE   113,871 0 0
CHINA MOBILE LTD-SPON ADR COM 16941M109 278 6,569 SH   SOLE   6,569 0 0
COMCAST CORP CL-A CL A 20030n101 5,262 117,004 SH   SOLE   117,004 0 0
CROWDSTRIKE HOLDINGS INC - A CL A 22788C105 1,937 38,849 SH   SOLE   38,849 0 0
DATADOG INC COM 23804l103 1,255 33,207 SH   SOLE   33,207 0 0
DELL TECHNOLOGIES -C CL C 24703L202 11,509 223,962 SH   SOLE   223,962 0 0
DENALI THERAPEUTICS INC COM 24823R105 1,159 66,557 SH   SOLE   66,557 0 0
DISNEY WALT CO COM 254687106 13,499 93,337 SH   SOLE   93,337 0 0
ELECTRONIC ARTS COM 285512109 12,046 112,046 SH   SOLE   112,046 0 0
FACEBOOK INC-A CL A 30303M102 8,645 42,119 SH   SOLE   42,119 0 0
Fannie Mae FNMA 8.25 PERP COM 313586737 164 14,454 SH   SOLE   14,454 0 0
GOLDMAN SACHS GROUP INC COM 38141g104 13,054 56,775 SH   SOLE   56,775 0 0
HOME DEPOT INC COM 437076102 307 1,408 SH   SOLE   1,408 0 0
JP MORGAN CHASE & CO COM 46625h100 7,991 57,324 SH   SOLE   57,324 0 0
LAS VEGAS SANDS INC COM 517834107 387 5,601 SH   SOLE   5,601 0 0
LENNAR CORP CL A 526057104 8,923 159,937 SH   SOLE   159,937 0 0
LENNAR CORP CLASS B CL B 526057302 406 9,087 SH   SOLE   9,087 0 0
MARTIN MARIETTA MATERIALS COM 573284106 5,638 20,161 SH   SOLE   20,161 0 0
MGIC INVESTMENT CORP COM 552848103 5,166 364,559 SH   SOLE   364,559 0 0
MICROSOFT CORPORATION COM 594918104 18,529 117,496 SH   SOLE   117,496 0 0
NVIDIA CORPORATION COM 67066g104 16,403 69,711 SH   SOLE   69,711 0 0
OKTA INC COM 679295105 5,058 43,844 SH   SOLE   43,844 0 0
ONEOK INC COM 682680103 596 7,879 SH   SOLE   7,879 0 0
PAYPAL HOLDINGS INC COM 70450Y103 4,469 41,319 SH   SOLE   41,319 0 0
QUALCOMM INC. COM 747525103 12,162 137,847 SH   SOLE   137,847 0 0
REVOLVE GROUP INC COM 76156B107 1,326 72,236 SH   SOLE   72,236 0 0
SUNPOWER CORP COM 867652109 1,040 133,279 SH   SOLE   133,279 0 0
T-Mobile US COM 872590104 1,272 16,224 SH   SOLE   16,224 0 0
TAIWAN SEMI CONDUCTOR COM 874039100 2,762 47,532 SH   SOLE   47,532 0 0
TAKE TWO INTERACTIVE SOFTWARE COM 874054109 9,855 80,494 SH   SOLE   80,494 0 0
TESLA INC COM 88160R101 17,424 41,652 SH   SOLE   41,652 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,901 164,803 SH   SOLE   164,803 0 0
WELLS FARGO & CO COM 949746101 6,777 125,974 SH   SOLE   125,974 0 0
ZILLOW GROUP INC - A CL A 98954M101 1,466 32,061 SH   SOLE   32,061 0 0
ZILLOW GROUP INC - C CL C 98954M200 3,758 81,799 SH   SOLE   81,799 0 0
ENTERPRISE PRODUCTS PART LP COM 293792107 643 22,848 SH   SOLE   22,848 0 0
ZSCALER INC COM 98980G102 3,658 78,657 SH   SOLE   78,657 0 0
ADVANCED MICRO DEVICES COM 007903907 3,669 80,000 SH Call SOLE   80,000 0 0
ACTIVISION BLIZZARD INC COM 00507V909 3,565 60,000 SH Call SOLE   60,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656905 8,371 10,000 SH Call SOLE   5,000 0 0
ELECTRONIC ARTS COM 285512909 968 9,000 SH Call SOLE   9,000 0 0
FACEBOOK INC-A CL A 30303M902 493 2,400 SH Call SOLE   1,200 0 0
GENERAL ELECTRIC CO COM 369604903 1,004 90,000 SH Call SOLE   90,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G904 1,380 6,000 SH Call SOLE   6,000 0 0
MICRON TECHNOLOGY INC COM 595112903 1,613 30,000 SH Call SOLE   30,000 0 0
QUALCOMM INC. COM 747525903 7,058 80,000 SH Call SOLE   80,000 0 0
T-Mobile US COM 872590904 3,764 48,000 SH Call SOLE   48,000 0 0
TOLL BROTHERS INC COM 889478903 474 12,000 SH Call SOLE   12,000 0 0
TESLA INC COM 88160R901 13,387 32,000 SH Call SOLE   12,000 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054909 735 6,000 SH Call SOLE   6,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E953 25,513 120,000 SH Put SOLE   60,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F953 38,623 120,000 SH Put SOLE   120,000 0 0
AT&T Inc COM 00206R952 125,499 300,000 SH Put SOLE   300,000 0 0
ISHARES TR 20 YR TR BD ETF 464287952 32,515 240,000 SH Put SOLE   120,000 0 0