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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,629 21,700 SH   SOLE   21,700 0 0
ALPHABET INC CAP STK CL A 02079K305 4,847 3,969 SH   SOLE   3,969 0 0
ALPHABET INC CAP STK CL C 02079K107 1,111 911 SH   SOLE   0 0 911
AMAZON COM INC COM 023135106 2,170 1,250 SH   SOLE   1,250 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,251 14,700 SH   SOLE   14,700 0 0
AMGEN INC COM 031162100 3,180 16,434 SH   SOLE   16,434 0 0
APPLE INC COM 037833100 8,232 36,757 SH   SOLE   36,757 0 0
AT&T INC COM 00206R102 4,659 123,133 SH   SOLE   123,133 0 0
BANK AMER CORP COM 060505104 11,595 397,513 SH   SOLE   397,513 0 0
BERRY GLOBAL GROUP INC COM 08579W103 1,080 27,500 SH   SOLE   27,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 7,533 154,229 SH   SOLE   154,229 0 0
BROADCOM INC COM 11135F101 6,558 23,753 SH   SOLE   23,753 0 0
CENTENE CORP DEL COM 15135B101 2,639 61,000 SH   SOLE   61,000 0 0
CITIGROUP INC COM NEW 172967424 5,094 73,742 SH   SOLE   73,742 0 0
CYRUSONE INC COM 23283R100 1,978 25,000 SH   SOLE   25,000 0 0
ISHARES TR CORE MSCI EURO 46434V738 29,133 636,933 SH   SOLE   636,933 0 0
EL PASO ELEC CO COM NEW 283677854 1,033 15,400 SH   SOLE   15,400 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,934 37,000 SH   SOLE   37,000 0 0
EQUINIX INC COM 29444U700 3,749 6,500 SH   SOLE   6,500 0 0
FACEBOOK INC CL A 30303M102 1,442 8,100 SH   SOLE   8,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,479 11,960 SH   SOLE   11,960 0 0
HOME DEPOT INC COM 437076102 4,041 17,417 SH   SOLE   17,417 0 0
ISHARES GOLD TRUST ISHARES 464285105 1,974 140,000 SH   SOLE   140,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 6,450 157,816 SH   SOLE   157,816 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 5,738 37,911 SH   SOLE   37,911 0 0
ISHARES TR RUS MID CAP ETF 464287499 8,010 143,160 SH   SOLE   143,160 0 0
JPMORGAN CHASE & CO COM 46625H100 5,060 42,992 SH   SOLE   42,992 0 0
LOWES COS INC COM 548661107 674 6,126 SH   SOLE   6,126 0 0
MGM RESORTS INTERNATIONAL COM 552953101 4,582 165,273 SH   SOLE   165,273 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 565 24,791 SH   SOLE   24,791 0 0
MEDTRONIC PLC SHS G5960L103 2,347 21,600 SH   SOLE   21,600 0 0
MICRON TECHNOLOGY INC COM 595112103 5,896 137,584 SH   SOLE   137,584 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,984 18,179 SH   SOLE   18,179 0 0
PALO ALTO NETWORKS INC COM 697435105 5,853 28,716 SH   SOLE   28,716 0 0
PAYPAL HLDGS INC COM 70450Y103 4,350 42,000 SH   SOLE   42,000 0 0
PENN NATL GAMING INC COM 707568109 1,155 62,000 SH   SOLE   62,000 0 0
PLYMOUTH INDL REIT INC COM 729640102 586 32,000 SH   SOLE   32,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 9,402 49,795 SH   SOLE   49,795 0 0
POSTAL REALTY TRUST INC CL A 73757R102 253 16,000 SH   SOLE   16,000 0 0
PROLOGIS INC COM 74340W103 1,193 14,000 SH   SOLE   14,000 0 0
SERVICE CORP INTL COM 817565104 1,864 39,000 SH   SOLE   39,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,491 18,500 SH   SOLE   18,500 0 0
STARBUCKS CORP COM 855244109 1,158 13,098 SH   SOLE   13,098 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,952 17,000 SH   SOLE   17,000 0 0
UBS GROUP AG SHS H42097107 349 30,724 SH   SOLE   30,724 0 0
WILLIAMS COMPANIES INC DEL COM 969457100 2,839 118,000 SH   SOLE   118,000 0 0