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 |
| ALLERGAN PLC | SHS | G0177J108 | 3,190 | 21,786 | SH | SOLE | 21,786 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 4,238 | 2,380 | SH | SOLE | 2,380 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 3,938 | 49,545 | SH | SOLE | 49,545 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 5,584 | 202,400 | SH | SOLE | 202,400 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 9,669 | 155,400 | SH | SOLE | 155,400 | 0 | 0 | ||
| CHEESECAKE FACTORY INC | COM | 163072101 | 1,112 | 22,725 | SH | SOLE | 22,725 | 0 | 0 | ||
| COCA-COLA EUROPEAN PARTNERS | SHS | G25839104 | 5,005 | 96,725 | SH | SOLE | 96,725 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 3,202 | 31,510 | SH | SOLE | 31,510 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 4,536 | 27,398 | SH | SOLE | 27,398 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 10,804 | 64,816 | SH | SOLE | 64,816 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,832 | 6,655 | SH | SOLE | 6,655 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 8,477 | 7,225 | SH | SOLE | 7,225 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 4,814 | 25,087 | SH | SOLE | 25,087 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 6,693 | 66,118 | SH | SOLE | 66,118 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 4,859 | 29,650 | SH | SOLE | 29,650 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 10,676 | 45,344 | SH | SOLE | 45,344 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 3,954 | 100,575 | SH | SOLE | 100,575 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 1,216 | 47,375 | SH | SOLE | 47,375 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 3,250 | 27,555 | SH | SOLE | 27,555 | 0 | 0 | ||
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 | 4,586 | 438,830 | SH | SOLE | 438,830 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 6,234 | 116,075 | SH | SOLE | 116,075 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 926 | 121,404 | SH | SOLE | 121,404 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 1,246 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| ROYAL DUTCH SHELL-SPON ADR-B | SPON ADR B | 780259107 | 1,087 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 4,527 | 175,129 | SH | SOLE | 175,129 | 0 | 0 | ||
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 | 4,492 | 57,160 | SH | SOLE | 57,160 | 0 | 0 | ||
| CONSTELLATION BRANDS INC-A | CL A | 21036P108 | 1,872 | 10,675 | SH | SOLE | 10,675 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 2,974 | 91,550 | SH | SOLE | 91,550 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 491 | 3,144 | SH | SOLE | 3,144 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 2,142 | 17,950 | SH | SOLE | 17,950 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 1,564 | 45,325 | SH | SOLE | 45,325 | 0 | 0 | ||