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 |
| ALCON INC | ORD SHS | H01301128 | 2,219 | 39,225 | SH | SOLE | 39,225 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 1,350 | 7,061 | SH | SOLE | 7,061 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 4,583 | 2,480 | SH | SOLE | 2,480 | 0 | 0 | ||
| AMERICAN AIRLINES GROUP INC | COM | 02376R102 | 391 | 13,650 | SH | SOLE | 13,650 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 4,705 | 49,545 | SH | SOLE | 49,545 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 7,129 | 202,400 | SH | SOLE | 202,400 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 1,357 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 5,413 | 67,750 | SH | SOLE | 67,750 | 0 | 0 | ||
| COCA-COLA EUROPEAN PARTNERS | SHS | G25839104 | 5,405 | 106,225 | SH | SOLE | 106,225 | 0 | 0 | ||
| CHEWY INC - CLASS A | CL A | 16679L109 | 3,295 | 113,625 | SH | SOLE | 113,625 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 2,827 | 8,800 | SH | SOLE | 8,800 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 608 | 6,600 | SH | SOLE | 6,600 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 3,388 | 31,510 | SH | SOLE | 31,510 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 5,385 | 26,073 | SH | SOLE | 26,073 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 13,303 | 64,816 | SH | SOLE | 64,816 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,914 | 6,655 | SH | SOLE | 6,655 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 9,660 | 7,225 | SH | SOLE | 7,225 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 3,621 | 15,750 | SH | SOLE | 15,750 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 4,539 | 20,787 | SH | SOLE | 20,787 | 0 | 0 | ||
| IDEXX LABS INC | COM | 45168D104 | 1,815 | 6,950 | SH | SOLE | 6,950 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 6,962 | 49,943 | SH | SOLE | 49,943 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 5,595 | 24,150 | SH | SOLE | 24,150 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 11,628 | 38,944 | SH | SOLE | 38,944 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 2,139 | 44,575 | SH | SOLE | 44,575 | 0 | 0 | ||
| MDC HOLDINGS INC | COM | 552676108 | 1,231 | 32,250 | SH | SOLE | 32,250 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,345 | 27,555 | SH | SOLE | 27,555 | 0 | 0 | ||
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 | 4,633 | 508,020 | SH | SOLE | 508,020 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 6,150 | 116,075 | SH | SOLE | 116,075 | 0 | 0 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 1,298 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 6,267 | 261,679 | SH | SOLE | 261,679 | 0 | 0 | ||
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 | 5,676 | 53,460 | SH | SOLE | 53,460 | 0 | 0 | ||
| CONSTELLATION BRANDS INC-A | CL A | 21036P108 | 2,310 | 12,175 | SH | SOLE | 12,175 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 2,123 | 24,800 | SH | SOLE | 24,800 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 2,972 | 21,400 | SH | SOLE | 21,400 | 0 | 0 | ||