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

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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 C 02079K107 62,239,559 174,160 SH SOLE 174,160 0 0
AMAZON COM INC COM 023135106 72,989,003 306,239 SH SOLE 306,239 0 0
CF INDS HLDGS INC COM 125269100 21,141,013 195,280 SH SOLE 195,280 0 0
DISNEY WALT CO COM 254687106 10,587,500 110,000 SH SOLE 110,000 0 0
EMERSON ELEC CO COM 291011104 14,315,000 100,000 SH SOLE 100,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 57,946,846 921,400 SH SOLE 921,400 0 0
PAYPAL HLDGS INC COM 70450Y103 1,557,719 36,075 SH SOLE 36,075 0 0
UMB FINL CORP COM 902788108 24,332,014 170,440 SH SOLE 170,440 0 0
UNITED PARCEL SERVICE INC CL B 911312106 9,091,705 84,574 SH SOLE 84,574 0 0
WELLS FARGO CO NEW COM 949746101 22,312,800 270,000 SH SOLE 270,000 0 0