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
ACTIVISION BLIZZARD INC COM 00507v109 5,462 91,832 SH   SOLE   91,832 0 0
ADOBE SYSTEMS INC COM 00724F101 9,709 30,509 SH   SOLE   30,509 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 12,333 63,416 SH   SOLE   63,416 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 14,698 12,649 SH   SOLE   12,649 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 847 728 SH   SOLE   728 0 0
AMAZON.COM INC COM 023135106 28,183 14,455 SH   SOLE   14,455 0 0
AMERICAN TOWER CORP COM 03027X100 603 2,767 SH   SOLE   2,767 0 0
APOLLO GLOBAL MANAGEMENT INC COM CL A 03768E105 330 9,839 SH   SOLE   9,839 0 0
APPLE COMPUTER INC COM 037833100 13,745 54,051 SH   SOLE   54,051 0 0
BIOGEN INC COM 09062x103 9,732 30,761 SH   SOLE   30,761 0 0
BLACKSTONE GROUP LP COM CL A 09260D107 487 10,688 SH   SOLE   10,688 0 0
CHARLES SCHWAB CORP. COM 808513105 8,383 249,359 SH   SOLE   249,359 0 0
CHINA MOBILE LTD-SPON ADR SPONSORED ADR 16941M109 240 6,380 SH   SOLE   6,380 0 0
COMCAST CORP CL-A CL A 20030n101 204 5,925 SH   SOLE   5,925 0 0
CROWDSTRIKE HOLDINGS INC - A CL A 22788C105 1,966 35,311 SH   SOLE   35,311 0 0
DELL TECHNOLOGIES -C CL C 24703L202 8,575 216,812 SH   SOLE   216,812 0 0
DENALI THERAPEUTICS INC COM 24823R105 2,846 162,522 SH   SOLE   162,522 0 0
DISNEY WALT CO COM 254687106 4,653 48,171 SH   SOLE   48,171 0 0
ELECTRONIC ARTS COM 285512109 10,375 103,574 SH   SOLE   103,574 0 0
FACEBOOK INC-A CL A 30303M102 8,138 48,787 SH   SOLE   48,787 0 0
GENERAL ELECTRIC CO COM 369604103 277 34,839 SH   SOLE   34,839 0 0
GOLDMAN SACHS GROUP INC COM 38141g104 542 3,507 SH   SOLE   3,507 0 0
HOME DEPOT INC COM 437076102 254 1,361 SH   SOLE   1,361 0 0
JP MORGAN CHASE & CO COM 46625h100 373 4,145 SH   SOLE   4,145 0 0
LAS VEGAS SANDS INC COM 517834107 230 5,417 SH   SOLE   5,417 0 0
LENNAR CORP CL A 526057104 6,520 170,683 SH   SOLE   170,683 0 0
LENNAR CORP CLASS B CL B 526057302 260 8,997 SH   SOLE   8,997 0 0
LIBERTY BROADBAND-A CL A 530307107 4,280 40,000 SH   SOLE   40,000 0 0
MARTIN MARIETTA MATERIALS COM 573284106 6,564 34,687 SH   SOLE   34,687 0 0
MICRON TECHNOLOGY COM 595112103 6,797 161,603 SH   SOLE   161,603 0 0
MICROSOFT CORPORATION COM 594918104 17,748 112,535 SH   SOLE   112,535 0 0
MORGAN STANLEY COM 617446448 4,880 143,542 SH   SOLE   143,542 0 0
NETFLIX, INC. COM 64110l106 11,621 30,949 SH   SOLE   30,949 0 0
NVIDIA CORPORATION COM 67066g104 18,151 68,858 SH   SOLE   68,858 0 0
OKTA INC COM 679295105 5,005 40,936 SH   SOLE   40,936 0 0
QUALCOMM INC. COM 747525103 10,236 151,313 SH   SOLE   151,313 0 0
SUNPOWER CORP COM 867652109 1,074 211,830 SH   SOLE   211,830 0 0
T-Mobile US COM 872590104 5,495 65,498 SH   SOLE   65,498 0 0
TAKE TWO INTERACTIVE SOFTWARE COM 874054109 11,270 95,020 SH   SOLE   95,020 0 0
TESLA MOTORS INC COM 88160R101 21,533 41,093 SH   SOLE   41,093 0 0
TWITTER INC COM 90184L102 9,008 366,781 SH   SOLE   366,781 0 0
WELLS FARGO & CO COM 949746101 1,722 60,000 SH   SOLE   60,000 0 0
ZILLOW GROUP INC - A CL A 98954M101 752 22,127 SH   SOLE   22,127 0 0
ZILLOW GROUP INC - C CL C 98954M200 3,767 104,584 SH   SOLE   104,584 0 0
ZOOM VIDEO COMMUNICATIONS-A COM 98980L101 9,918 67,875 SH   SOLE   67,875 0 0
ZSCALER INC COM 98980G102 6,638 109,068 SH   SOLE   109,068 0 0
ENTERPRISE PRODUCTS PART LP COM 293792107 327 22,848 SH   SOLE   22,848 0 0
ACTIVISION BLIZZARD INC COM 00507V909 7,138 120,000 SH Call SOLE   120,000 0 0
BOEING CO. COM 097023905 5,966 40,000 SH Call SOLE   40,000 0 0
DISNEY WALT CO COM 254687906 2,898 30,000 SH Call SOLE   30,000 0 0
ELECTRONIC ARTS COM 285512909 601 6,000 SH Call SOLE   6,000 0 0
FACEBOOK INC-A CL A 30303M902 667 4,000 SH Call SOLE   4,000 0 0
GENERAL ELECTRIC CO COM 369604903 1,429 180,000 SH Call SOLE   180,000 0 0
GILDEAD SCIENCES INC COM 375558903 1,495 20,000 SH Call SOLE   20,000 0 0
MORGAN STANLEY COM 617446908 1,700 50,000 SH Call SOLE   50,000 0 0
QUALCOMM INC. COM 747525903 5,074 75,000 SH Call SOLE   75,000 0 0
REGENERON PHARMACEUTICALS COM 75886F907 2,441 5,000 SH Call SOLE   5,000 0 0
SCHWAB CHARLES CORP COM 808513905 841 25,000 SH Call SOLE   25,000 0 0
T-Mobile US COM 872590904 2,853 34,000 SH Call SOLE   34,000 0 0
TESLA INC COM 88160R901 11,528 22,000 SH Call SOLE   22,000 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054909 1,423 12,000 SH Call SOLE   12,000 0 0
TWITTER INC COM 90184L902 860 35,000 SH Call SOLE   35,000 0 0
ZOOM VIDEO COMM. CL A 98980L901 1,169 8,000 SH Call SOLE   8,000 0 0
DISNEY WALT CO COM 254687956 1,932 20,000 SH Put SOLE   20,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F953 77,325 300,000 SH Put SOLE   300,000 0 0