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 3,770 40,600 SH   SOLE   40,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,029 30,200 SH   SOLE   30,200 0 0
ALPHABET INC CAP STK CL A 02079K305 7,904 4,510 SH   SOLE   4,510 0 0
ALPHABET INC CAP STK CL C 02079K107 3,024 1,726 SH   SOLE   0 0 1,726
AMAZON COM INC COM 023135106 5,393 1,656 SH   SOLE   1,656 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,300 14,700 SH   SOLE   14,700 0 0
AMGEN INC COM 031162100 3,204 13,934 SH   SOLE   13,934 0 0
APPLE INC COM 037833100 13,910 104,828 SH   SOLE   104,828 0 0
AT&T INC COM 00206R102 3,541 123,133 SH   SOLE   123,133 0 0
BK OF AMERICA CORP COM 060505104 9,927 327,513 SH   SOLE   327,513 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,194 5,149 SH   SOLE   5,149 0 0
BERRY GLOBAL GROUP INC COM 08579W103 3,793 67,500 SH   SOLE   67,500 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 7,403 114,229 SH   SOLE   114,229 0 0
BROADCOM INC COM 11135F101 10,400 23,753 SH   SOLE   23,753 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,574 26,040 SH   SOLE   26,040 0 0
CITIGROUP INC COM NEW 172967424 5,544 89,911 SH   SOLE   89,911 0 0
CYRUSONE INC COM 23283R100 1,829 25,000 SH   SOLE   25,000 0 0
DISNEY WALT CO COM DISNEY 254687106 3,878 21,402 SH   SOLE   21,402 0 0
ISHARES TR CORE MSCI EURO 46434V738 32,661 636,933 SH   SOLE   636,933 0 0
EOG RES INC COM 26875P101 948 18,200 SH   SOLE   18,200 0 0
EQUINIX INC COM 29444U700 4,642 6,500 SH   SOLE   6,500 0 0
FACEBOOK INC CL A 30303M102 4,757 17,416 SH   SOLE   17,416 0 0
GENERAL MTRS CO COM 37045V100 503 12,083 SH   SOLE   12,083 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,221 16,005 SH   SOLE   16,005 0 0
HOME DEPOT INC COM 437076102 4,627 17,417 SH   SOLE   17,417 0 0
HONEYWELL INTL INC COM 438516106 3,935 18,500 SH   SOLE   18,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,272 4,000 SH   SOLE   4,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,551 20,000 SH   SOLE   20,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 1,360 75,000 SH   SOLE   75,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 8,155 157,816 SH   SOLE   157,816 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 13,805 70,411 SH   SOLE   70,411 0 0
ISHARES TR RUS MID CAP ETF 464287499 9,814 143,160 SH   SOLE   143,160 0 0
JPMORGAN CHASE & CO COM 46625H100 5,463 42,992 SH   SOLE   42,992 0 0
LOCKHEED MARTIN CORP COM 539830109 3,816 10,750 SH   SOLE   10,750 0 0
LOWES COS INC COM 548661107 983 6,126 SH   SOLE   6,126 0 0
LYFT INC CL A COM 55087P104 1,277 26,000 SH   SOLE   26,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,203 24,281 SH   SOLE   24,281 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,996 190,273 SH   SOLE   190,273 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 599 24,791 SH   SOLE   24,791 0 0
MEDTRONIC PLC SHS G5960L103 3,878 33,100 SH   SOLE   33,100 0 0
MICRON TECHNOLOGY INC COM 595112103 10,343 137,584 SH   SOLE   137,584 0 0
MICROSOFT CORP COM 594918104 4,157 18,689 SH   SOLE   18,689 0 0
MORGAN STANLEY COM NEW 617446448 2,714 39,600 SH   SOLE   39,600 0 0
NETFLIX INC COM 64110L106 651 1,204 SH   SOLE   1,204 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 1,652 65,000 SH   SOLE   65,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1,004 39,500 SH   SOLE   39,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,891 18,179 SH   SOLE   18,179 0 0
PALO ALTO NETWORKS INC COM 697435105 7,362 20,716 SH   SOLE   20,716 0 0
PAYPAL HLDGS INC COM 70450Y103 11,968 51,100 SH   SOLE   51,100 0 0
PENN NATL GAMING INC COM 707569109 5,268 61,000 SH   SOLE   61,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 2,049 11,534 SH   SOLE   11,534 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 1,190 200,000 SH   SOLE   200,000 0 0
PLYMOUTH INDL REIT INC COM 729640102 1,710 114,000 SH   SOLE   114,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 35,232 112,295 SH   SOLE   112,295 0 0
POSTAL REALTY TRUST INC CL A 73757R102 270 16,000 SH   SOLE   16,000 0 0
SALESFORCE COM INC COM 79466L302 4,095 18,400 SH   SOLE   18,400 0 0
SERVICE CORP INTL COM 817565104 1,915 39,000 SH   SOLE   39,000 0 0
SERVICENOW INC COM 81762P102 3,853 7,000 SH   SOLE   7,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,675 15,000 SH   SOLE   15,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 26,190 70,050 SH   SOLE   70,050 0 0
SPLUNK INC COM 848637104 2,982 17,550 SH   SOLE   17,550 0 0
STARBUCKS CORP COM 855244109 1,401 13,098 SH   SOLE   13,098 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,822 12,500 SH   SOLE   12,500 0 0
UBS GROUP AG SHS H42097107 435 30,724 SH   SOLE   30,724 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,068 11,600 SH   SOLE   11,600 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,497 32,700 SH   SOLE   32,700 0 0
VALERO ENERGY CORP COM 91913Y100 1,272 22,500 SH   SOLE   22,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,073 13,000 SH   SOLE   13,000 0 0
VISA INC COM CL A 92826C839 3,499 16,000 SH   SOLE   16,000 0 0
WABTEC COM 929740108 2,586 35,325 SH   SOLE   35,325 0 0
WILLIAMS COS INC COM 969457100 4,982 248,500 SH   SOLE   248,500 0 0
XYLEM INC COM 98419M100 3,537 34,750 SH   SOLE   34,750 0 0