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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 333 | 115 | SH | SOLE | 115 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 333 | 115 | SH | SOLE | 115 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 180,254 | 54,060 | SH | SOLE | 54,060 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 80,656 | 454,221 | SH | SOLE | 454,221 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 85,869 | 918,088 | SH | SOLE | 918,088 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 83,141 | 766,632 | SH | SOLE | 766,632 | 0 | 0 | ||
| FIRST AMERN FINL CORP | COM | 31847R102 | 870 | 11,115 | SH | SOLE | 11,115 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 147,719 | 7,112,144 | SH | SOLE | 7,112,144 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 28,663 | 1,380,000 | SH | Call | SOLE | 1,380,000 | 0 | 0 | |
| GENERAL MTRS CO | COM | 37045V100 | 1,631 | 27,811 | SH | SOLE | 27,811 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 486 | 1,170 | SH | SOLE | 1,170 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 30,454 | 262,173 | SH | SOLE | 262,173 | 0 | 0 | ||
| LIBERTY OILFIELD SVCS INC | COM CL A | 53115L104 | 14,993 | 1,545,694 | SH | SOLE | 1,545,694 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 73,099 | 203,436 | SH | SOLE | 203,436 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 143,797 | 427,559 | SH | SOLE | 427,559 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 11,543 | 39,248 | SH | SOLE | 39,248 | 0 | 0 | ||
| OTIS WORLDWIDE CORP | COM | 68902V107 | 72 | 830 | SH | SOLE | 830 | 0 | 0 | ||
| QUALCOMM INC. | COM | 747525103 | 36,615 | 200,222 | SH | SOLE | 200,222 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 125,235 | 548,793 | SH | SOLE | 548,793 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 3,017 | 6,392 | SH | SOLE | 6,392 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 212,953 | 951,915 | SH | SOLE | 951,915 | 0 | 0 | ||