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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | 21,626,934 | 8,857 | SH | SOLE | 8,857 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 3,702,400 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | |||
| AUTOZONE INC | COM | 053332102 | 3,730,550 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | |||
| BK OF AMERICA CORP | COM | 060505104 | 12,451,460 | 302,000 | SH | SOLE | 302,000 | 0 | 0 | |||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 3,741,920 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | |||
| CONOCOPHILLIPS | COM | 20825C104 | 6,577,200 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | |||
| DEXCOM INC | COM | 252131107 | 4,013,800 | 9,400 | SH | SOLE | 9,400 | 0 | 0 | |||
| DISNEY WALT CO | COM | 254687106 | 7,558,110 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | |||
| FACEBOOK INC | CL A | 30303M102 | 6,258,780 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | |||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 9,277,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| GENERAL MTRS CO | COM | 37045V100 | 14,538,069 | 245,700 | SH | SOLE | 245,700 | 0 | 0 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 8,721,866 | 9,484 | SH | SOLE | 9,484 | 0 | 0 | |||
| JPMORGAN CHASE & CO | COM | 46625H100 | 5,754,980 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | |||
| L BRANDS INC | COM | 501797104 | 3,242,700 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| MCDONALDS CORP | COM | 580135101 | 3,926,830 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | |||
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 4,418,328 | 45,400 | SH | SOLE | 45,400 | 0 | 0 | |||
| NEWELL BRANDS INC | COM | 651229106 | 3,123,339 | 113,700 | SH | SOLE | 113,700 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 12,641,580 | 15,800 | SH | SOLE | 15,800 | 0 | 0 | |||
| PAYPAL HLDGS INC | COM | 70450Y103 | 3,793,321 | 13,014 | SH | SOLE | 13,014 | 0 | 0 | |||
| PULTE GROUP INC | COM | 745867101 | 5,075,010 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | |||
| QUALCOMM INC | COM | 747525103 | 4,988,257 | 34,900 | SH | SOLE | 34,900 | 0 | 0 | |||
| TJX COS INC NEW | COM | 872540109 | 4,260,944 | 63,200 | SH | SOLE | 63,200 | 0 | 0 | |||
| WELLS FARGO CO NEW | COM | 949746101 | 5,887,700 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||