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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507v109 | 4,863 | 52,291 | SH | SOLE | 52,291 | 0 | 0 | ||
| ADOBE SYSTEMS INC | COM | 00724F101 | 15,531 | 32,671 | SH | SOLE | 32,671 | 0 | 0 | ||
| AIRBNB INC-CLASS A | COM | 009066101 | 10,910 | 58,049 | SH | SOLE | 58,049 | 0 | 0 | ||
| ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 20,984 | 10,174 | SH | SOLE | 10,174 | 0 | 0 | ||
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 1,469 | 710 | SH | SOLE | 710 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 44,301 | 14,318 | SH | SOLE | 14,318 | 0 | 0 | ||
| AMERICAN TOWER | COM | 03027X100 | 657 | 2,749 | SH | SOLE | 2,749 | 0 | 0 | ||
| APPLE COMPUTER INC | COM | 037833100 | 25,515 | 208,883 | SH | SOLE | 208,883 | 0 | 0 | ||
| ASML HOLDINGS | N Y REGISTRY SHS | n07059210 | 17,903 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 19,586 | 76,893 | SH | SOLE | 76,893 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC | COM | 12769g100 | 5,247 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CHARLES SCHWAB CORP. | COM | 808513105 | 25,303 | 388,206 | SH | SOLE | 388,206 | 0 | 0 | ||
| CROWDSTRIKE HOLDINGS INC - A | CL A | 22788C105 | 13,926 | 76,302 | SH | SOLE | 76,302 | 0 | 0 | ||
| DENALI THERAPEUTICS INC | COM | 24823R105 | 6,391 | 111,919 | SH | SOLE | 111,919 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 30,801 | 166,925 | SH | SOLE | 166,925 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 6,074 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355a107 | 5,367 | 33,097 | SH | SOLE | 33,097 | 0 | 0 | ||
| FACEBOOK INC-A | CL A | 30303M102 | 18,213 | 61,836 | SH | SOLE | 61,836 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM | 369604103 | 14,520 | 1,105,859 | SH | SOLE | 1,105,859 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 413 | 1,353 | SH | SOLE | 1,353 | 0 | 0 | ||
| HOWARD HUGHES CORPORATION | COM | 44267d107 | 12,257 | 128,847 | SH | SOLE | 128,847 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 5,120 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 653 | 3,972 | SH | SOLE | 3,972 | 0 | 0 | ||
| JP MORGAN CHASE & CO | COM | 46625h100 | 627 | 4,119 | SH | SOLE | 4,119 | 0 | 0 | ||
| LENNAR CORP CLASS B | CL B | 526057302 | 741 | 9,005 | SH | SOLE | 9,005 | 0 | 0 | ||
| MARTIN MARIETTA MATERIALS | COM | 573284106 | 21,096 | 62,820 | SH | SOLE | 62,820 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 24,672 | 649,446 | SH | SOLE | 649,446 | 0 | 0 | ||
| MICRON TECHNOLOGY | COM | 595112103 | 10,749 | 121,859 | SH | SOLE | 121,859 | 0 | 0 | ||
| MICROSOFT CORPORATION | COM | 594918104 | 22,350 | 94,796 | SH | SOLE | 94,796 | 0 | 0 | ||
| MODERNA INC | COM | 60770K107 | 3,618 | 27,631 | SH | SOLE | 27,631 | 0 | 0 | ||
| MORGAN STANLEY | COM | 617446448 | 25,577 | 329,348 | SH | SOLE | 329,348 | 0 | 0 | ||
| NETFLIX, INC. | COM | 64110l106 | 19,326 | 37,048 | SH | SOLE | 37,048 | 0 | 0 | ||
| NUCOR CORP | COM | 670346105 | 4,495 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066g104 | 33,158 | 62,101 | SH | SOLE | 62,101 | 0 | 0 | ||
| QUALCOMM INC. | COM | 747525103 | 19,473 | 146,867 | SH | SOLE | 146,867 | 0 | 0 | ||
| SIMON PROPERTY GROUP INC | COM | 828806109 | 567 | 4,984 | SH | SOLE | 4,984 | 0 | 0 | ||
| SNOWFLAKE INC-CLASS A | CL A | 833445109 | 3,411 | 14,879 | SH | SOLE | 14,879 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417m104 | 8,088 | 28,139 | SH | SOLE | 28,139 | 0 | 0 | ||
| SQUARE INC - A | CL A | 852234103 | 12,942 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| TAIWAN SEMI CONDUCTOR | SPONSORED ADS | 874039100 | 23,525 | 198,889 | SH | SOLE | 198,889 | 0 | 0 | ||
| TAKE TWO INTERACTIVE SOFTWARE | COM | 874054109 | 15,806 | 89,451 | SH | SOLE | 89,451 | 0 | 0 | ||
| TENCENT MUSIC ENTERTAINM-ADR | SPN ADS | 88034P109 | 3,483 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| TESLA MOTORS INC | COM | 88160R101 | 40,159 | 60,124 | SH | SOLE | 60,124 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 9,819 | 154,312 | SH | SOLE | 154,312 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 19,670 | 114,578 | SH | SOLE | 114,578 | 0 | 0 | ||
| ATVI APR 2021 90 Call | COM | 00507v109 | 9,300 | 1,000 | SH | Call | SOLE | 0 | 0 | 1,000 | |
| DIS APR 2021 180 Call | COM | 254687106 | 5,536 | 300 | SH | Call | SOLE | 0 | 0 | 300 | |
| RUN APR 2021 50 Call | COM | 86771w105 | 1,210 | 200 | SH | Call | SOLE | 0 | 0 | 200 | |
| SCHW APR 2021 60 Call | COM | 808513105 | 5,214 | 800 | SH | Call | SOLE | 0 | 0 | 800 | |
| QQQ MAY 2021 320 Put | UNIT SER 1 | 46090E103 | 15,957 | 500 | SH | Put | SOLE | 0 | 0 | 500 | |
| ENTERPRISE PRODUCTS PART LP | COM | 293792107 | 549 | 24,948 | SH | SOLE | 24,948 | 0 | 0 | ||