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 3,861 41,580 SH   SOLE   41,580 0 0
ADOBE SYSTEMS INC COM 00724F101 16,213 32,419 SH   SOLE   32,419 0 0
AIRBNB INC-CLASS A COM 009066101 1,178 8,022 SH   SOLE   8,022 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 18,438 10,520 SH   SOLE   10,520 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 1,247 712 SH   SOLE   712 0 0
AMAZON.COM INC COM 023135106 45,447 13,954 SH   SOLE   13,954 0 0
AMERICAN TOWER COM 03027X100 619 2,758 SH   SOLE   2,758 0 0
APPLE COMPUTER INC COM 037833100 27,791 209,440 SH   SOLE   209,440 0 0
BANK OF AMERICA CORP COM 060505104 4,850 160,000 SH   SOLE   160,000 0 0
BOEING CO COM 097023105 7,857 36,705 SH   SOLE   36,705 0 0
BROADCOM INC COM 11135F101 281 641 SH   SOLE   641 0 0
CHARLES SCHWAB CORP. COM 808513105 18,007 339,494 SH   SOLE   339,494 0 0
CROWDSTRIKE HOLDINGS INC - A CL A 22788C105 17,307 81,704 SH   SOLE   81,704 0 0
DENALI THERAPEUTICS INC COM 24823R105 14,410 172,040 SH   SOLE   172,040 0 0
DISNEY WALT CO COM 254687106 30,892 170,503 SH   SOLE   170,503 0 0
ELECTRONIC ARTS COM 285512109 6,630 46,171 SH   SOLE   46,171 0 0
ENPHASE ENERGY INC COM 29355a107 721 4,107 SH   SOLE   4,107 0 0
FACEBOOK INC-A CL A 30303M102 12,517 45,822 SH   SOLE   45,822 0 0
FARFETCH LTD-CLASS A ORD SH CL A 30744W107 5,221 81,823 SH   SOLE   81,823 0 0
GENERAL ELECTRIC CO COM 369604103 4,841 448,248 SH   SOLE   448,248 0 0
HOME DEPOT INC COM 437076102 360 1,357 SH   SOLE   1,357 0 0
HOWARD HUGHES CORPORATION COM 44267d107 11,720 148,487 SH   SOLE   148,487 0 0
JAWS ACQUISITION CORP SHS G50744104 1,196 89,219 SH   SOLE   89,219 0 0
JOHNSON & JOHNSON COM 478160104 627 3,986 SH   SOLE   3,986 0 0
JP MORGAN CHASE & CO COM 46625h100 525 4,132 SH   SOLE   4,132 0 0
LENNAR CORP CL A 526057104 5,974 78,364 SH   SOLE   78,364 0 0
LENNAR CORP CLASS B CL B 526057302 560 9,152 SH   SOLE   9,152 0 0
MADISON SQUARE GARDEN ENT CORP COM 55826t102 1,264 12,035 SH   SOLE   12,035 0 0
MARTIN MARIETTA MATERIALS COM 573284106 14,094 49,631 SH   SOLE   49,631 0 0
MGM RESORTS INTERNATIONAL COM 552953101 16,392 520,220 SH   SOLE   520,220 0 0
MICRON TECHNOLOGY COM 595112103 7,164 95,292 SH   SOLE   95,292 0 0
MICROSOFT CORPORATION COM 594918104 20,498 92,160 SH   SOLE   92,160 0 0
MORGAN STANLEY COM 617446448 21,015 306,647 SH   SOLE   306,647 0 0
NETFLIX, INC. COM 64110l106 11,700 21,638 SH   SOLE   21,638 0 0
NVIDIA CORPORATION COM 67066g104 31,620 60,552 SH   SOLE   60,552 0 0
PAYPAL HOLDINGS INC COM 70450Y103 11,133 47,538 SH   SOLE   47,538 0 0
QUALCOMM INC. COM 747525103 26,873 176,399 SH   SOLE   176,399 0 0
SHOPIFY INC - CLASS A CL A 82509L107 2,077 1,835 SH   SOLE   1,835 0 0
SIMON PROPERTY GROUP INC COM 828806109 426 5,000 SH   SOLE   5,000 0 0
SNOWFLAKE INC-CLASS A CL A 833445109 3,736 13,278 SH   SOLE   13,278 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417m104 2,587 8,107 SH   SOLE   8,107 0 0
SPOTIFY TECHNOLOGY SA CL B L8681T102 3,858 12,262 SH   SOLE   12,262 0 0
STARBUCKS CORP COM 855244109 4,371 40,859 SH   SOLE   40,859 0 0
SUNPOWER CORP COM 867652406 12,314 480,270 SH   SOLE   480,270 0 0
TAIWAN SEMI CONDUCTOR SPONSORED ADS 874039100 2,181 20,000 SH   SOLE   20,000 0 0
TAKE TWO INTERACTIVE SOFTWARE COM 874054109 20,278 97,591 SH   SOLE   97,591 0 0
TESLA MOTORS INC COM 88160R101 93,054 131,866 SH   SOLE   131,866 0 0
TWITTER INC COM 90184L102 1,783 32,935 SH   SOLE   32,935 0 0
UBER TECHNOLOGIES INC COM 90353T100 9,349 183,311 SH   SOLE   183,311 0 0
ZILLOW GROUP INC - A CL A 98954M101 2,768 20,363 SH   SOLE   20,363 0 0
ZILLOW GROUP INC - C CL C CAP STK 98954M200 12,496 96,269 SH   SOLE   96,269 0 0
ZSCALER INC COM 98980G102 21,979 110,054 SH   SOLE   110,054 0 0
AAPL JAN 2021 100 Call COM 037833100 2,654 200 SH Call SOLE   0 0 2,654
ATVI JAN 2021 70 Call COM 00507v109 5,571 600 SH Call SOLE   0 0 5,571
ATVI JAN 2021 75 Call COM 00507v109 3,714 400 SH Call SOLE   0 0 3,714
DIS JAN 2021 140 Call COM 254687106 4,530 250 SH Call SOLE   0 0 4,530
DIS JAN 2021 160 Call COM 254687106 9,059 500 SH Call SOLE   0 0 9,059
ENPH JAN 2021 120 Call COM 29355a107 3,509 200 SH Call SOLE   0 0 3,509
MGM FEB 2021 25 Call COM 552953101 945 300 SH Call SOLE   0 0 945
MGM JAN 2021 20 Call COM 552953101 945 300 SH Call SOLE   0 0 945
MS JAN 2021 45 Call COM 617446448 5,482 800 SH Call SOLE   0 0 5,482
QCOM JAN 2021 140 Call COM 747525103 9,140 600 SH Call SOLE   0 0 9,140
SBUX FEB 2021 80 Call COM 855244109 6,419 600 SH Call SOLE   0 0 6,419
SBUX MAR 2021 80 Call COM 855244109 2,140 200 SH Call SOLE   0 0 2,140
SCHW JAN 2021 35 Call COM 808513105 2,122 400 SH Call SOLE   0 0 2,122
SCHW JAN 2021 40 Call COM 808513105 4,243 800 SH Call SOLE   0 0 4,243
SEDG JAN 2021 240 Call COM 83417m104 3,191 100 SH Call SOLE   0 0 3,191
SEDG JAN 2021 280 Call COM 83417m104 1,915 60 SH Call SOLE   0 0 1,915
SPOT JAN 2021 300 Call CL B L8681T102 6,293 200 SH Call SOLE   0 0 6,293
TSLA FEB 2021 650 Call COM 88160R101 28,227 400 SH Call SOLE   0 0 28,227
TSM FEB 2021 90 Call SPONSORED ADS 874039100 4,362 400 SH Call SOLE   0 0 4,362
TTWO JAN 2021 180 Call COM 874054109 2,078 100 SH Call SOLE   0 0 2,078
TWTR JAN 2021 50 Call COM 90184L102 3,249 600 SH Call SOLE   0 0 3,249
UBER JAN 2021 45 Call COM 90353T100 4,080 800 SH Call SOLE   0 0 4,080
QQQ FEB 2021 300 Put UNIT SER 1 46090E103 31,374 1,000 SH Put SOLE   0 0 31,374
SPY MAR 2021 360 Put TR UNIT 78462F103 74,776 2,000 SH Put SOLE   0 0 74,776
ENTERPRISE PRODUCTS PART LP COM 293792107 489 24,948 SH   SOLE   24,948 0 0