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 7,087 219,265 SH   SOLE   219,265 0 0
ADOBE INC COMMON STOCK 00724F101 4,969 18,646 SH   SOLE   18,646 0 0
ALLIANCE DATA SYSTEMS CORP COMMON STOCK 018581108 7,693 43,965 SH   SOLE   43,965 0 0
AMAZON.COM INC COMMON STOCK 023135106 16,383 9,200 SH   SOLE   9,200 0 0
ARISTA NETWORKS INC COMMON STOCK 040413106 1,306 4,154 SH   SOLE   4,154 0 0
ANTHEM INC COMMON STOCK 036752103 14,773 51,477 SH   SOLE   51,477 0 0
ACTIVISION BLIZZARD INC COMMON STOCK 00507V109 573 12,591 SH   SOLE   12,591 0 0
BROADCOM INC COMMON STOCK 11135F101 644 2,142 SH   SOLE   2,142 0 0
AVNET INC COMMON STOCK 053807103 4,928 113,627 SH   SOLE   113,627 0 0
ASTRAZENECA PLC-SPONS ADR ADR 046353108 5,862 145,000 SH   SOLE   145,000 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 12,047 66,027 SH   SOLE   66,027 0 0
BANK OF AMERICA CORP COMMON STOCK 060505104 5,533 200,529 SH   SOLE   200,529 0 0
BAIDU INC - SPON ADR ADR 056752108 4,689 28,442 SH   SOLE   28,442 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 5,528 3,168 SH   SOLE   3,168 0 0
BOSTON SCIENTIFIC CORP COMMON STOCK 101137107 5,894 153,573 SH   SOLE   153,573 0 0
CERIDIAN HCM HOLDING INC COMMON STOCK 15677J108 941 18,350 SH   SOLE   18,350 0 0
CHEGG INC COMMON STOCK 163092109 625 16,390 SH   SOLE   16,390 0 0
CREE INC COMMON STOCK 225447101 467 8,165 SH   SOLE   8,165 0 0
SALESFORCE.COM INC COMMON STOCK 79466L302 4,479 28,285 SH   SOLE   28,285 0 0
CENTURYLINK INC COMMON STOCK 156700106 6,391 533,053 SH   SOLE   533,053 0 0
DIAGEO PLC-SPONSORED ADR ADR 25243Q205 6,257 38,243 SH   SOLE   38,243 0 0
WALT DISNEY CO/THE COMMON STOCK 254687106 6,728 60,600 SH   SOLE   60,600 0 0
ENLINK MIDSTREAM LLC UNIT 29336T100 143 11,169 SH   SOLE   11,169 0 0
FACEBOOK INC-CLASS A COMMON STOCK 30303M102 8,569 51,404 SH   SOLE   51,404 0 0
FEDEX CORP COMMON STOCK 31428X106 4,660 25,689 SH   SOLE   25,689 0 0
FREDDIE MAC COMMON STOCK 313400301 2,920 1,085,500 SH   SOLE   1,085,500 0 0
FOX CORP - CLASS A COMMON STOCK 35137L105 2,228 60,695 SH   SOLE   60,695 0 0
FORTRESS TRANSPORTATION & IN LTD PART 34960P101 13,709 801,236 SH   SOLE   801,236 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 4,879 488,362 SH   SOLE   488,362 0 0
ALPHABET INC-CL A COMMON STOCK 02079K305 26,426 22,454 SH   SOLE   22,454 0 0
GREENSKY INC-CLASS A COMMON STOCK 39572G100 600 46,390 SH   SOLE   46,390 0 0
HDFC BANK LTD-ADR ADR 40415F101 10,896 94,000 SH   SOLE   94,000 0 0
IHS MARKIT LTD COMMON STOCK G47567105 11,961 219,961 SH   SOLE   219,961 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 8,330 59,591 SH   SOLE   59,591 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 5,253 51,894 SH   SOLE   51,894 0 0
KKR & CO INC -A COMMON STOCK 48251W104 5,409 230,247 SH   SOLE   230,247 0 0
COCA-COLA CO/THE COMMON STOCK 191216100 3,714 79,249 SH   SOLE   79,249 0 0
LIBERTY BROADBAND-C COMMON STOCK 530307305 748 8,154 SH   SOLE   8,154 0 0
LIBERTY GLOBAL PLC- C TRACKING STK G5480U120 3,444 142,273 SH   SOLE   142,273 0 0
LENNAR CORP-A COMMON STOCK 526057104 3,900 79,453 SH   SOLE   79,453 0 0
MASTERCARD INC - A COMMON STOCK 57636Q104 9,476 40,245 SH   SOLE   40,245 0 0
MEDTRONIC PLC COMMON STOCK G5960L103 4,529 49,730 SH   SOLE   49,730 0 0
MESA AIR GROUP INC COMMON STOCK 590479135 6,255 750,000 SH   SOLE   750,000 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 4,308 71,972 SH   SOLE   71,972 0 0
MICROSOFT CORP COMMON STOCK 594918104 12,383 104,995 SH   SOLE   104,995 0 0
NETFLIX INC COMMON STOCK 64110L106 6,114 17,147 SH   SOLE   17,147 0 0
NIO INC - ADR ADR 62914V106 4,764 934,072 SH   SOLE   934,072 0 0
SERVICENOW INC COMMON STOCK 81762P102 1,001 4,059 SH   SOLE   4,059 0 0
NUTANIX INC - A COMMON STOCK 67059N108 566 15,005 SH   SOLE   15,005 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109 6,504 67,649 SH   SOLE   67,649 0 0
ORACLE CORP COMMON STOCK 68389X105 3,886 72,347 SH   SOLE   72,347 0 0
PEPSICO INC COMMON STOCK 713448108 6,836 55,785 SH   SOLE   55,785 0 0
PROCTER & GAMBLE CO/THE COMMON STOCK 742718109 7,381 70,934 SH   SOLE   70,934 0 0
PRIMERICA INC COMMON STOCK 74164M108 3,979 32,578 SH   SOLE   32,578 0 0
RAYMOND JAMES FINANCIAL INC COMMON STOCK 754730109 4,778 59,420 SH   SOLE   59,420 0 0
ROKU INC COMMON STOCK 77543R102 712 11,033 SH   SOLE   11,033 0 0
SCHWAB (CHARLES) CORP COMMON STOCK 808513105 6,665 155,875 SH   SOLE   155,875 0 0
SHOPIFY INC - CLASS A COMMON STOCK 82509L107 304 1,471 SH   SOLE   1,471 0 0
SPOTIFY TECHNOLOGY SA COMMON STOCK L8681T102 1,139 8,205 SH   SOLE   8,205 0 0
TAL EDUCATION GROUP- ADR ADR 874080104 7,396 205,000 SH   SOLE   205,000 0 0
TENCENT MUSIC ENTERTAINM-ADR ADR 88034P109 719 39,719 SH   SOLE   39,719 0 0
TOTAL SA-SPON ADR ADR 89151E109 5,047 90,694 SH   SOLE   90,694 0 0
TWILIO INC - A COMMON STOCK 90138F102 2,797 21,649 SH   SOLE   21,649 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 5,154 39,984 SH   SOLE   39,984 0 0
VISA INC-CLASS A SHARES COMMON STOCK 92826C839 22,029 141,040 SH   SOLE   141,040 0 0
VANGUARD FTSE DEVELOPED ETF ETP 921943858 19,165 468,918 SH   SOLE   468,918 0 0
TELEFONICA BRASIL-ADR PREF ADR 87936R106 4,107 340,276 SH   SOLE   340,276 0 0
VANGUARD TOT WORLD STK ETF ETP 922042742 1,648 22,517 SH   SOLE   22,517 0 0
VANGUARD TOTAL STOCK MKT ETF ETP 922908769 85,191 588,699 SH   SOLE   588,699 0 0
VANGUARD FTSE EMERGING MARKE ETP 922042858 22,242 523,348 SH   SOLE   523,348 0 0
WORKDAY INC-CLASS A COMMON STOCK 98138H101 369 1,914 SH   SOLE   1,914 0 0
58.COM INC-ADR ADR 31680Q104 462 7,027 SH   SOLE   7,027 0 0