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 4,354 13,201 SH   SOLE   13,201 0 0
AMERICAN INTERNATIONAL GROUP COMMON STOCK 026874784 7,271 141,660 SH   SOLE   141,660 0 0
AMAZON.COM INC COMMON STOCK 023135106 14,116 7,639 SH   SOLE   7,639 0 0
ARISTA NETWORKS INC COMMON STOCK 040413106 962 4,732 SH   SOLE   4,732 0 0
ANTHEM INC COMMON STOCK 036752103 11,601 38,409 SH   SOLE   38,409 0 0
APPIAN CORP COMMON STOCK 03782L101 893 23,381 SH   SOLE   23,381 0 0
AVNET INC COMMON STOCK 053807103 8,699 204,960 SH   SOLE   204,960 0 0
ALTERYX INC - CLASS A COMMON STOCK 02156B103 1,168 11,673 SH   SOLE   11,673 0 0
ASTRAZENECA PLC-SPONS ADR ADR 046353108 13,509 270,944 SH   SOLE   270,944 0 0
BOEING CO/THE COMMON STOCK 097023105 3,721 11,423 SH   SOLE   11,423 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 1,052 4,961 SH   SOLE   4,961 0 0
BANK OF AMERICA CORP COMMON STOCK 060505104 4,920 139,700 SH   SOLE   139,700 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 8,184 3,985 SH   SOLE   3,985 0 0
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 084670702 12,281 54,220 SH   SOLE   54,220 0 0
CLEAR CHANNEL OUTDOOR HOLDIN COMMON STOCK 18453H106 266 92,914 SH   SOLE   92,914 0 0
CERIDIAN HCM HOLDING INC COMMON STOCK 15677J108 800 11,782 SH   SOLE   11,782 0 0
CHEGG INC COMMON STOCK 163092109 585 15,420 SH   SOLE   15,420 0 0
COUPA SOFTWARE INC COMMON STOCK 22266L106 1,054 7,209 SH   SOLE   7,209 0 0
CREE INC COMMON STOCK 225447101 585 12,682 SH   SOLE   12,682 0 0
SALESFORCE.COM INC COMMON STOCK 79466L302 4,054 24,924 SH   SOLE   24,924 0 0
CROWDSTRIKE HOLDINGS INC - A COMMON STOCK 22788C105 413 8,274 SH   SOLE   8,274 0 0
CENTURYLINK INC COMMON STOCK 156700106 10,099 764,476 SH   SOLE   764,476 0 0
DATADOG INC - CLASS A COMMON STOCK 23804L103 1,198 31,715 SH   SOLE   31,715 0 0
DIAGEO PLC-SPONSORED ADR ADR 25243Q205 6,236 37,024 SH   SOLE   37,024 0 0
WALT DISNEY CO/THE COMMON STOCK 254687106 6,432 44,470 SH   SOLE   44,470 0 0
MASONITE INTERNATIONAL CORP COMMON STOCK 575385109 7,235 100,194 SH   SOLE   100,194 0 0
DYNATRACE INC COMMON STOCK 268150109 640 25,283 SH   SOLE   25,283 0 0
ENLINK MIDSTREAM LLC UNIT 29336T100 131 21,337 SH   SOLE   21,337 0 0
EQUITABLE HOLDINGS INC COMMON STOCK 29452E101 7,758 313,081 SH   SOLE   313,081 0 0
FACEBOOK INC-CLASS A COMMON STOCK 30303M102 6,388 31,124 SH   SOLE   31,124 0 0
FEDEX CORP COMMON STOCK 31428X106 6,643 43,933 SH   SOLE   43,933 0 0
FIDELITY NATIONAL INFO SERV COMMON STOCK 31620M106 4,449 31,988 SH   SOLE   31,988 0 0
FREDDIE MAC COMMON STOCK 313400301 3,261 1,085,500 SH   SOLE   1,085,500 0 0
FINEMARK HOLDINGS INC COMMON STOCK 31788B108 1,208 48,147 SH   SOLE   48,147 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 7,363 659,772 SH   SOLE   659,772 0 0
ALPHABET INC-CL A COMMON STOCK 02079K305 18,364 13,711 SH   SOLE   13,711 0 0
GREENSKY INC-CLASS A COMMON STOCK 39572G100 630 70,791 SH   SOLE   70,791 0 0
HDFC BANK LTD-ADR ADR 40415F101 12,704 200,466 SH   SOLE   200,466 0 0
IHEARTMEDIA INC - CLASS A COMMON STOCK 45174J509 668 39,513 SH   SOLE   39,513 0 0
IHS MARKIT LTD COMMON STOCK G47567105 8,226 109,164 SH   SOLE   109,164 0 0
JD.COM INC-ADR ADR 47215P106 4,264 121,041 SH   SOLE   121,041 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 6,662 45,673 SH   SOLE   45,673 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 9,777 70,133 SH   SOLE   70,133 0 0
COCA-COLA CO/THE COMMON STOCK 191216100 5,319 96,089 SH   SOLE   96,089 0 0
LENNAR CORP-A COMMON STOCK 526057104 5,007 89,754 SH   SOLE   89,754 0 0
L3HARRIS TECHNOLOGIES INC COMMON STOCK 502431109 4,033 20,383 SH   SOLE   20,383 0 0
LIVONGO HEALTH INC COMMON STOCK 539183103 361 14,416 SH   SOLE   14,416 0 0
MASTERCARD INC - A COMMON STOCK 57636Q104 7,371 24,685 SH   SOLE   24,685 0 0
MONGODB INC COMMON STOCK 60937P106 643 4,884 SH   SOLE   4,884 0 0
MGM HOLDINGS INC-VTG A COMMON STOCK 55303C101 0 15,000 SH   SOLE   15,000 0 0
MIMECAST LTD COMMON STOCK G14838109 366 8,426 SH   SOLE   8,426 0 0
MICROSOFT CORP COMMON STOCK 594918104 10,462 66,339 SH   SOLE   66,339 0 0
MATCH GROUP INC COMMON STOCK 57665R106 681 8,292 SH   SOLE   8,292 0 0
NETFLIX INC COMMON STOCK 64110L106 6,940 21,447 SH   SOLE   21,447 0 0
NIO INC - ADR ADR 62914V106 3,755 934,072 SH   SOLE   934,072 0 0
SERVICENOW INC COMMON STOCK 81762P102 4,550 16,115 SH   SOLE   16,115 0 0
NUTANIX INC - A COMMON STOCK 67059N108 677 21,662 SH   SOLE   21,662 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109 6,846 72,299 SH   SOLE   72,299 0 0
OKTA INC COMMON STOCK 679295105 649 5,626 SH   SOLE   5,626 0 0
PACIFIC ENTERPRISE BANCORP COMMON STOCK 69403V109 857 40,803 SH   SOLE   40,803 0 0
PEPSICO INC COMMON STOCK 713448108 7,205 52,717 SH   SOLE   52,717 0 0
PROCTER & GAMBLE CO/THE COMMON STOCK 742718109 7,132 57,104 SH   SOLE   57,104 0 0
PHILIP MORRIS INTERNATIONAL COMMON STOCK 718172109 6,092 71,598 SH   SOLE   71,598 0 0
PRIMERICA INC COMMON STOCK 74164M108 3,887 29,768 SH   SOLE   29,768 0 0
PETROQUEST ENERGY INC COMMON STOCK 716748405 0 190,316 SH   SOLE   190,316 0 0
RAYMOND JAMES FINANCIAL INC COMMON STOCK 754730109 8,075 90,261 SH   SOLE   90,261 0 0
ROKU INC COMMON STOCK 77543R102 1,137 8,489 SH   SOLE   8,489 0 0
SCHWAB (CHARLES) CORP COMMON STOCK 808513105 5,756 121,016 SH   SOLE   121,016 0 0
SHOPIFY INC - CLASS A COMMON STOCK 82509L107 1,279 3,216 SH   SOLE   3,216 0 0
SMARTSHEET INC-CLASS A COMMON STOCK 83200N103 1,088 24,226 SH   SOLE   24,226 0 0
SQUARE INC - A COMMON STOCK 852234103 3,063 48,954 SH   SOLE   48,954 0 0
TAL EDUCATION GROUP- ADR ADR 874080104 6,651 137,980 SH   SOLE   137,980 0 0
TOTAL SA-SPON ADR ADR 89151E109 5,880 106,332 SH   SOLE   106,332 0 0
TWILIO INC - A COMMON STOCK 90138F102 2,213 22,514 SH   SOLE   22,514 0 0
UNITI GROUP INC REIT 91325V108 361 44,000 SH   SOLE   44,000 0 0
VISA INC-CLASS A SHARES COMMON STOCK 92826C839 4,016 21,374 SH   SOLE   21,374 0 0
VANGUARD FTSE DEVELOPED ETF ETP 921943858 5,685 129,018 SH   SOLE   129,018 0 0
VANGUARD TOT WORLD STK ETF ETP 922042742 1,456 17,981 SH   SOLE   17,981 0 0
VANGUARD TOTAL STOCK MKT ETF ETP 922908769 115,737 707,350 SH   SOLE   707,350 0 0
58.COM INC-ADR ADR 31680Q104 393 6,076 SH   SOLE   6,076 0 0
YANDEX NV-A COMMON STOCK N97284108 480 11,037 SH   SOLE   11,037 0 0