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
ADOBE INC COMMON STOCK 00724F101 4,701 17,017 SH   SOLE   17,017 0 0
AMERICAN INTERNATIONAL GROUP COMMON STOCK 026874784 5,421 97,331 SH   SOLE   97,331 0 0
AMAZON.COM INC COMMON STOCK 023135106 15,194 8,753 SH   SOLE   8,753 0 0
ARISTA NETWORKS INC COMMON STOCK 040413106 1,039 4,349 SH   SOLE   4,349 0 0
ANTHEM INC COMMON STOCK 036752103 6,741 28,076 SH   SOLE   28,076 0 0
APPIAN CORP COMMON STOCK 03782L101 648 13,639 SH   SOLE   13,639 0 0
AVNET INC COMMON STOCK 053807103 5,802 130,434 SH   SOLE   130,434 0 0
ALTERYX INC - CLASS A COMMON STOCK 02156B103 1,016 9,456 SH   SOLE   9,456 0 0
ASTRAZENECA PLC-SPONS ADR ADR 046353108 13,979 313,650 SH   SOLE   313,650 0 0
BOEING CO/THE COMMON STOCK 097023105 6,270 16,480 SH   SOLE   16,480 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 991 5,924 SH   SOLE   5,924 0 0
BANK OF AMERICA CORP COMMON STOCK 060505104 6,108 209,382 SH   SOLE   209,382 0 0
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 084670702 7,940 38,168 SH   SOLE   38,168 0 0
BOSTON SCIENTIFIC CORP COMMON STOCK 101137107 4,873 119,765 SH   SOLE   119,765 0 0
CITIGROUP INC COMMON STOCK 172967424 5,428 78,579 SH   SOLE   78,579 0 0
CLEAR CHANNEL OUTDOOR HOLDIN COMMON STOCK 18453H106 234 92,914 SH   SOLE   92,914 0 0
CERIDIAN HCM HOLDING INC COMMON STOCK 15677J108 639 12,944 SH   SOLE   12,944 0 0
CHEGG INC COMMON STOCK 163092109 445 14,842 SH   SOLE   14,842 0 0
CREE INC COMMON STOCK 225447101 638 13,016 SH   SOLE   13,016 0 0
CENTURYLINK INC COMMON STOCK 156700106 7,826 627,082 SH   SOLE   627,082 0 0
DIAGEO PLC-SPONSORED ADR ADR 25243Q205 5,879 35,955 SH   SOLE   35,955 0 0
WALT DISNEY CO/THE COMMON STOCK 254687106 4,255 32,654 SH   SOLE   32,654 0 0
ENLINK MIDSTREAM LLC UNIT 29336T100 132 15,563 SH   SOLE   15,563 0 0
AXA EQUITABLE HOLDINGS INC COMMON STOCK 054561105 5,588 252,175 SH   SOLE   252,175 0 0
EVERBRIDGE INC COMMON STOCK 29978A104 556 9,003 SH   SOLE   9,003 0 0
FACEBOOK INC-CLASS A COMMON STOCK 30303M102 10,499 58,957 SH   SOLE   58,957 0 0
FEDEX CORP COMMON STOCK 31428X106 4,932 33,883 SH   SOLE   33,883 0 0
FIDELITY NATIONAL INFO SERV COMMON STOCK 31620M106 5,712 43,022 SH   SOLE   43,022 0 0
FREDDIE MAC COMMON STOCK 313400301 3,897 1,085,500 SH   SOLE   1,085,500 0 0
FORTRESS TRANSPORTATION & IN LTD PART 34960P101 7,153 472,125 SH   SOLE   472,125 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 6,378 713,394 SH   SOLE   713,394 0 0
ALPHABET INC-CL A COMMON STOCK 02079K305 14,908 12,208 SH   SOLE   12,208 0 0
GREENSKY INC-CLASS A COMMON STOCK 39572G100 898 131,196 SH   SOLE   131,196 0 0
HDFC BANK LTD-ADR ADR 40415F101 13,736 240,766 SH   SOLE   240,766 0 0
IHEARTMEDIA INC - CLASS A COMMON STOCK 45174J509 593 39,513 SH   SOLE   39,513 0 0
IHS MARKIT LTD COMMON STOCK G47567105 11,693 174,837 SH   SOLE   174,837 0 0
JD.COM INC-ADR ADR 47215P106 5,162 183,000 SH   SOLE   183,000 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 4,182 32,320 SH   SOLE   32,320 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 7,132 60,597 SH   SOLE   60,597 0 0
COCA-COLA CO/THE COMMON STOCK 191216100 4,247 78,013 SH   SOLE   78,013 0 0
LIBERTY GLOBAL PLC- C COMMON STOCK G5480U120 3,253 136,745 SH   SOLE   136,745 0 0
LENNAR CORP-A COMMON STOCK 526057104 5,133 91,906 SH   SOLE   91,906 0 0
L3HARRIS TECHNOLOGIES INC COMMON STOCK 502431109 5,620 26,934 SH   SOLE   26,934 0 0
MASTERCARD INC - A COMMON STOCK 57636Q104 14,323 52,740 SH   SOLE   52,740 0 0
MCKESSON CORP COMMON STOCK 58155Q103 4,658 34,084 SH   SOLE   34,084 0 0
MONGODB INC COMMON STOCK 60937P106 619 5,135 SH   SOLE   5,135 0 0
MESA AIR GROUP INC COMMON STOCK 590479135 2,529 375,000 SH   SOLE   375,000 0 0
MGM HOLDINGS INC-VTG A COMMON STOCK 55303C101 1,388 15,000 SH   SOLE   15,000 0 0
MIMECAST LTD COMMON STOCK G14838109 428 12,004 SH   SOLE   12,004 0 0
MICROSOFT CORP COMMON STOCK 594918104 12,255 88,148 SH   SOLE   88,148 0 0
MATCH GROUP INC COMMON STOCK 57665R106 463 6,484 SH   SOLE   6,484 0 0
NETFLIX INC COMMON STOCK 64110L106 3,867 14,449 SH   SOLE   14,449 0 0
NIO INC - ADR ADR 62914V106 1,457 934,072 SH   SOLE   934,072 0 0
SERVICENOW INC COMMON STOCK 81762P102 5,054 19,909 SH   SOLE   19,909 0 0
NUTANIX INC - A COMMON STOCK 67059N108 844 32,141 SH   SOLE   32,141 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109 6,039 69,490 SH   SOLE   69,490 0 0
OKTA INC COMMON STOCK 679295105 822 8,353 SH   SOLE   8,353 0 0
ORACLE CORP COMMON STOCK 68389X105 2,878 52,303 SH   SOLE   52,303 0 0
PEPSICO INC COMMON STOCK 713448108 6,290 45,880 SH   SOLE   45,880 0 0
PROCTER & GAMBLE CO/THE COMMON STOCK 742718109 6,414 51,565 SH   SOLE   51,565 0 0
PETROQUEST ENERGY INC COMMON STOCK 716748405 0 190,316 SH   SOLE   190,316 0 0
RAYMOND JAMES FINANCIAL INC COMMON STOCK 754730109 6,332 76,788 SH   SOLE   76,788 0 0
ROKU INC COMMON STOCK 77543R102 854 8,388 SH   SOLE   8,388 0 0
SCHWAB (CHARLES) CORP COMMON STOCK 808513105 4,387 104,874 SH   SOLE   104,874 0 0
SHOPIFY INC - CLASS A COMMON STOCK 82509L107 881 2,826 SH   SOLE   2,826 0 0
SMARTSHEET INC-CLASS A COMMON STOCK 83200N103 784 21,757 SH   SOLE   21,757 0 0
SPOTIFY TECHNOLOGY SA COMMON STOCK L8681T102 389 3,416 SH   SOLE   3,416 0 0
TAL EDUCATION GROUP- ADR ADR 874080104 7,659 223,686 SH   SOLE   223,686 0 0
TOTAL SA-SPON ADR ADR 89151E109 5,427 104,369 SH   SOLE   104,369 0 0
TWILIO INC - A COMMON STOCK 90138F102 2,744 24,953 SH   SOLE   24,953 0 0
UNILEVER N V -NY SHARES NY REG SHRS 904784709 4,976 82,885 SH   SOLE   82,885 0 0
UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 5,654 26,018 SH   SOLE   26,018 0 0
UNITI GROUP INC REIT 91325V108 342 44,000 SH   SOLE   44,000 0 0
UPWORK INC COMMON STOCK 91688F104 237 17,848 SH   SOLE   17,848 0 0
UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 5,334 39,072 SH   SOLE   39,072 0 0
VISA INC-CLASS A SHARES COMMON STOCK 92826C839 10,158 59,053 SH   SOLE   59,053 0 0
VANGUARD FTSE DEVELOPED ETF ETP 921943858 4,211 102,518 SH   SOLE   102,518 0 0
VANGUARD TOT WORLD STK ETF ETP 922042742 1,345 17,981 SH   SOLE   17,981 0 0
VANGUARD TOTAL STOCK MKT ETF ETP 922908769 133,195 882,087 SH   SOLE   882,087 0 0
VANGUARD FTSE EMERGING MARKE ETP 922042858 2,063 51,248 SH   SOLE   51,248 0 0
58.COM INC-ADR ADR 31680Q104 497 10,089 SH   SOLE   10,089 0 0
YANDEX NV-A COMMON STOCK N97284108 297 8,486 SH   SOLE   8,486 0 0