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 3,875 40,600 SH   SOLE   40,600 0 0
ALPHABET INC CAP STK CL A 02079K305 11,013 4,510 SH   SOLE   4,510 0 0
ALPHABET INC CAP STK CL C 02079K107 4,326 1,726 SH   SOLE   0 0 1,726
AMAZON COM INC COM 023135106 7,623 2,216 SH   SOLE   2,216 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,971 14,700 SH   SOLE   14,700 0 0
AMGEN INC COM 031162100 3,397 13,934 SH   SOLE   13,934 0 0
APPLE INC COM 037833100 14,357 104,828 SH   SOLE   104,828 0 0
AT&T INC COM 00206R102 3,544 123,133 SH   SOLE   123,133 0 0
BK OF AMERICA CORP COM 060505104 13,504 327,513 SH   SOLE   327,513 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,431 5,149 SH   SOLE   5,149 0 0
BERRY GLOBAL GROUP INC COM 08579W103 4,728 72,500 SH   SOLE   72,500 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 11,096 114,229 SH   SOLE   114,229 0 0
BOEING CO COM 097023105 2,899 12,100 SH   SOLE   12,100 0 0
BROADCOM INC COM 11135F101 11,326 23,753 SH   SOLE   23,753 0 0
CAPITAL ONE FINL CORP COM 14040H105 5,915 38,240 SH   SOLE   38,240 0 0
CITIGROUP INC COM NEW 172967424 6,785 95,911 SH   SOLE   95,911 0 0
CYRUSONE INC COM 23283R100 1,788 25,000 SH   SOLE   25,000 0 0
DISNEY WALT CO COM DISNEY 254687106 4,254 24,202 SH   SOLE   24,202 0 0
EOG RES INC COM 26875P101 2,003 24,000 SH   SOLE   24,000 0 0
EQUINIX INC COM 29444U700 5,217 6,500 SH   SOLE   6,500 0 0
FACEBOOK INC CL A 30303M102 7,690 22,116 SH   SOLE   22,116 0 0
GENERAL MTRS CO COM 37045V100 1,839 31,083 SH   SOLE   31,083 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,075 16,005 SH   SOLE   16,005 0 0
HOME DEPOT INC COM 437076102 7,627 23,917 SH   SOLE   23,917 0 0
HONEYWELL INTL INC COM 438516106 6,142 28,000 SH   SOLE   28,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,679 4,000 SH   SOLE   4,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 41,270 273,800 SH   SOLE   273,800 0 0
ISHARES GOLD TRUST ISHARES 464285204 1,264 37,500 SH   SOLE   37,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 13,921 252,416 SH   SOLE   252,416 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 20,875 91,011 SH   SOLE   91,011 0 0
ISHARES TR RUS MID CAP ETF 464287499 20,972 264,660 SH   SOLE   264,660 0 0
JPMORGAN CHASE & CO COM 46625H100 6,687 42,992 SH   SOLE   42,992 0 0
KIMBALL INTL INC CL B NEW 494274103 1,710 130,000 SH   SOLE   130,000 0 0
LOCKHEED MARTIN CORP COM 539830109 5,940 15,700 SH   SOLE   15,700 0 0
LOWES COS INC COM 548661107 1,188 6,126 SH   SOLE   6,126 0 0
LYFT INC CL A COM 55087P104 1,572 26,000 SH   SOLE   26,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,547 25,981 SH   SOLE   25,981 0 0
MGM RESORTS INTERNATIONAL COM 552953101 8,435 197,773 SH   SOLE   197,773 0 0
MEDTRONIC PLC SHS G5960L103 5,474 44,100 SH   SOLE   44,100 0 0
MICRON TECHNOLOGY INC COM 595112103 11,692 137,584 SH   SOLE   137,584 0 0
MICROSOFT CORP COM 594918104 6,147 22,689 SH   SOLE   22,689 0 0
MORGAN STANLEY COM NEW 617446448 4,731 51,600 SH   SOLE   51,600 0 0
NETFLIX INC COM 64110L106 3,805 7,204 SH   SOLE   7,204 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 1,838 65,000 SH   SOLE   65,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 3,514 119,500 SH   SOLE   119,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,739 18,179 SH   SOLE   18,179 0 0
PALO ALTO NETWORKS INC COM 697435105 7,687 20,716 SH   SOLE   20,716 0 0
PAYPAL HLDGS INC COM 70450Y103 14,895 51,100 SH   SOLE   51,100 0 0
PENN NATL GAMING INC COM 707569109 4,842 63,300 SH   SOLE   63,300 0 0
PINDUODUO INC SPONSORED ADS 722304102 1,465 11,534 SH   SOLE   11,534 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 3,191 429,490 SH   SOLE   429,490 0 0
PLYMOUTH INDL REIT INC COM 729640102 2,282 114,000 SH   SOLE   114,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 99,948 281,995 SH   SOLE   281,995 0 0
POSTAL REALTY TRUST INC CL A 73757R102 292 16,000 SH   SOLE   16,000 0 0
SALESFORCE COM INC COM 79466L302 6,742 27,600 SH   SOLE   27,600 0 0
SERVICE CORP INTL COM 817565104 2,090 39,000 SH   SOLE   39,000 0 0
SERVICENOW INC COM 81762P102 6,594 12,000 SH   SOLE   12,000 0 0
SOTERA HEALTH CO COM 83601L102 4,737 195,500 SH   SOLE   195,500 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,484 15,000 SH   SOLE   15,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 37,861 88,450 SH   SOLE   88,450 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,700 41,200 SH   SOLE   41,200 0 0
SPLUNK INC COM 848637104 4,214 29,150 SH   SOLE   29,150 0 0
STARBUCKS CORP COM 855244109 1,464 13,098 SH   SOLE   13,098 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,617 15,100 SH   SOLE   15,100 0 0
TRIPADVISOR INC COM 896945201 394 9,780 SH   SOLE   9,780 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,406 13,500 SH   SOLE   13,500 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 5,740 39,200 SH   SOLE   39,200 0 0
UPSTART HLDGS INC COM 91680M107 27,755 222,214 SH   SOLE   222,214 0 0
VALERO ENERGY CORP COM 91913Y100 2,615 33,500 SH   SOLE   33,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,517 22,400 SH   SOLE   22,400 0 0
VISA INC COM CL A 92826C839 5,471 23,400 SH   SOLE   23,400 0 0
WABTEC COM 929740108 3,401 41,325 SH   SOLE   41,325 0 0
WILLIAMS COS INC COM 969457100 6,597 248,500 SH   SOLE   248,500 0 0
XYLEM INC COM 98419M100 4,169 34,750 SH   SOLE   34,750 0 0