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
2U INC COM 90214J101 4,509 187,950 SH   SOLE   187,950 0 0
AMAZON COM INC COM 023135106 99,987 54,110 SH   SOLE   54,110 0 0
APPLE INC COM 037833100 45,316 154,319 SH   SOLE   154,319 0 0
BOEING CO COM 097023105 228 700 SH   SOLE   700 0 0
DR HORTON INC COM 23331A109 34,673 657,306 SH   SOLE   657,306 0 0
ELDORADO RESORTS INC COM 28470R102 1,209 20,280 SH   SOLE   20,280 0 0
FACEBOOK INC CL A 30303M102 44,404 216,342 SH   SOLE   216,342 0 0
HOME DEPOT INC COM 437076102 256 1,170 SH   SOLE   1,170 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 23,022 2,070,310 SH   SOLE   2,070,310 0 0
LOCKHEED MARTIN CORP COM 539830109 90,784 233,149 SH   SOLE   233,149 0 0
MASTERCARD INC CL A 57636Q104 64,147 214,832 SH   SOLE   214,832 0 0
MICROSOFT CORP COM 594918104 67,552 428,360 SH   SOLE   428,360 0 0
QUALCOMM INC COM 747525103 20,348 230,629 SH   SOLE   230,629 0 0
ROKU INC COM CL A 77543R102 86,239 644,053 SH   SOLE   644,053 0 0
S&P GLOBAL INC COM 78409V104 786 2,878 SH   SOLE   2,878 0 0
SALESFORCE COM INC COM 79466L302 28,853 177,405 SH   SOLE   177,405 0 0
SEA LTD SPONSORED ADS 81141R100 38,066 946,440 SH   SOLE   946,440 0 0
SHOPIFY INC CL A 82509L107 223 560 SH   SOLE   560 0 0
STRATUS PPTYS INC COM NEW 863167201 2,522 81,402 SH   SOLE   81,402 0 0
UNITED TECHNOLOGIES CORP COM 913017109 249 1,660 SH   SOLE   1,660 0 0