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
ARCH CAPITAL GROUP LTD COMMON STOCK G0450A105 6,863 256,858 SH   SOLE   256,858 0 0
ADOBE INC COMMON STOCK 00724F101 321 1,421 SH   SOLE   1,421 0 0
ALLIANCE DATA SYSTEMS CORP COMMON STOCK 018581108 9,423 62,787 SH   SOLE   62,787 0 0
AILERON THERAPEUTICS INC COMMON STOCK 00887A105 36 42,300 SH   SOLE   42,300 0 0
AMAZON.COM INC COMMON STOCK 023135106 16,377 10,904 SH   SOLE   10,904 0 0
ARISTA NETWORKS INC COMMON STOCK 040413106 813 3,859 SH   SOLE   3,859 0 0
ANTHEM INC COMMON STOCK 036752103 12,914 49,173 SH   SOLE   49,173 0 0
ANTERO RESOURCES CORP COMMON STOCK 03674X106 3,930 418,547 SH   SOLE   418,547 0 0
ACTIVISION BLIZZARD INC COMMON STOCK 00507V109 598 12,834 SH   SOLE   12,834 0 0
BROADCOM INC COMMON STOCK 11135F101 407 1,600 SH   SOLE   1,600 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 9,916 72,346 SH   SOLE   72,346 0 0
BANK OF AMERICA CORP COMMON STOCK 060505104 5,291 214,723 SH   SOLE   214,723 0 0
BAIDU INC - SPON ADR ADR 056752108 4,597 28,985 SH   SOLE   28,985 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 5,624 3,265 SH   SOLE   3,265 0 0
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 084670702 9,716 47,584 SH   SOLE   47,584 0 0
BOSTON SCIENTIFIC CORP COMMON STOCK 101137107 5,331 150,855 SH   SOLE   150,855 0 0
CITIGROUP INC COMMON STOCK 172967424 2,441 46,888 SH   SOLE   46,888 0 0
CREDIT ACCEPTANCE CORP COMMON STOCK 225310101 3,667 9,605 SH   SOLE   9,605 0 0
CERIDIAN HCM HOLDING INC COMMON STOCK 15677J108 772 22,385 SH   SOLE   22,385 0 0
CHEGG INC COMMON STOCK 163092109 437 15,370 SH   SOLE   15,370 0 0
CISCO SYSTEMS INC COMMON STOCK 17275R102 2,039 47,049 SH   SOLE   47,049 0 0
ADVANZ PHARMA CORP COMMON STOCK 00775M104 405 21,262 SH   SOLE   21,262 0 0
DIAGEO PLC-SPONSORED ADR ADR 25243Q205 6,150 43,373 SH   SOLE   43,373 0 0
WALT DISNEY CO/THE COMMON STOCK 254687106 7,426 67,725 SH   SOLE   67,725 0 0
DOWDUPONT INC COMMON STOCK 26078J100 3,691 69,021 SH   SOLE   69,021 0 0
ENCANA CORP COMMON STOCK 292505104 2,574 445,359 SH   SOLE   445,359 0 0
ENLINK MIDSTREAM LLC UNIT 29336T100 102 10,796 SH   SOLE   10,796 0 0
FACEBOOK INC-CLASS A COMMON STOCK 30303M102 10,940 83,452 SH   SOLE   83,452 0 0
FREDDIE MAC COMMON STOCK 313400301 1,151 1,085,500 SH   SOLE   1,085,500 0 0
TWENTY-FIRST CENTURY FOX-A COMMON STOCK 90130A101 11,727 243,702 SH   SOLE   243,702 0 0
FORTRESS TRANSPORTATION & IN LTD PART 34960P101 11,490 801,236 SH   SOLE   801,236 0 0
FARFETCH LTD-CLASS A COMMON STOCK 30744W107 231 13,070 SH   SOLE   13,070 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 5,632 743,990 SH   SOLE   743,990 0 0
ALPHABET INC-CL A COMMON STOCK 02079K305 36,868 35,282 SH   SOLE   35,282 0 0
IHS MARKIT LTD COMMON STOCK G47567105 10,407 216,949 SH   SOLE   216,949 0 0
JACOBS ENGINEERING GROUP INC COMMON STOCK 469814107 3,194 54,631 SH   SOLE   54,631 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 4,677 36,243 SH   SOLE   36,243 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 5,434 55,668 SH   SOLE   55,668 0 0
CARMAX INC COMMON STOCK 143130102 7,422 118,322 SH   SOLE   118,322 0 0
COCA-COLA CO/THE COMMON STOCK 191216100 4,808 101,541 SH   SOLE   101,541 0 0
LIBERTY BROADBAND-C COMMON STOCK 530307305 556 7,720 SH   SOLE   7,720 0 0
LIBERTY GLOBAL PLC- C TRACKING STK G5480U120 5,023 243,371 SH   SOLE   243,371 0 0
LENNAR CORP-A COMMON STOCK 526057104 2,969 75,825 SH   SOLE   75,825 0 0
MASTERCARD INC - A COMMON STOCK 57636Q104 12,032 63,780 SH   SOLE   63,780 0 0
MGM HOLDINGS INC-VTG A COMMON STOCK 55303C101 1,388 15,000 SH   SOLE   15,000 0 0
MARATHON PETROLEUM CORP COMMON STOCK 56585A102 2,629 44,548 SH   SOLE   44,548 0 0
MICROSOFT CORP COMMON STOCK 594918104 10,611 104,472 SH   SOLE   104,472 0 0
NETFLIX INC COMMON STOCK 64110L106 1,142 4,266 SH   SOLE   4,266 0 0
SERVICENOW INC COMMON STOCK 81762P102 427 2,400 SH   SOLE   2,400 0 0
NUTANIX INC - A COMMON STOCK 67059N108 529 12,723 SH   SOLE   12,723 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109 12,434 144,898 SH   SOLE   144,898 0 0
ORACLE CORP COMMON STOCK 68389X105 4,799 106,290 SH   SOLE   106,290 0 0
PEPSICO INC COMMON STOCK 713448108 7,940 71,871 SH   SOLE   71,871 0 0
PROCTER & GAMBLE CO/THE COMMON STOCK 742718109 10,896 118,533 SH   SOLE   118,533 0 0
PRIMERICA INC COMMON STOCK 74164M108 4,410 45,130 SH   SOLE   45,130 0 0
PIONEER NATURAL RESOURCES CO COMMON STOCK 723787107 3,665 27,870 SH   SOLE   27,870 0 0
PAYPAL HOLDINGS INC COMMON STOCK 70450Y103 425 5,058 SH   SOLE   5,058 0 0
QUALCOMM INC COMMON STOCK 747525103 465 8,178 SH   SOLE   8,178 0 0
REDFIN CORP COMMON STOCK 75737F108 293 20,333 SH   SOLE   20,333 0 0
RAYMOND JAMES FINANCIAL INC COMMON STOCK 754730109 5,209 70,006 SH   SOLE   70,006 0 0
ROKU INC COMMON STOCK 77543R102 582 18,980 SH   SOLE   18,980 0 0
SCHWAB (CHARLES) CORP COMMON STOCK 808513105 7,602 183,037 SH   SOLE   183,037 0 0
SENDGRID INC COMMON STOCK 816883102 305 7,058 SH   SOLE   7,058 0 0
SPOTIFY TECHNOLOGY SA COMMON STOCK L8681T102 939 8,270 SH   SOLE   8,270 0 0
TOTAL SA-SPON ADR ADR 89151E109 5,514 105,667 SH   SOLE   105,667 0 0
TWILIO INC - A COMMON STOCK 90138F102 1,688 18,905 SH   SOLE   18,905 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 4,062 38,144 SH   SOLE   38,144 0 0
VISA INC-CLASS A SHARES COMMON STOCK 92826C839 16,326 123,738 SH   SOLE   123,738 0 0
VANGUARD FTSE DEVELOPED ETF ETP 921943858 1,110 29,918 SH   SOLE   29,918 0 0
VANGUARD TOT WORLD STK ETF ETP 922042742 1,627 24,853 SH   SOLE   24,853 0 0
VANGUARD TOTAL STOCK MKT ETF ETP 922908769 51,486 403,399 SH   SOLE   403,399 0 0
VANGUARD FTSE EMERGING MARKE ETP 922042858 21,037 552,148 SH   SOLE   552,148 0 0
58.COM INC-ADR ADR 31680Q104 340 6,267 SH   SOLE   6,267 0 0