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
ABBOTT LABORATORIES COMMON STOCK 002824100 4,274 46,750 SH   SOLE   46,750 0 0
ADOBE INC COMMON STOCK 00724F101 4,402 10,112 SH   SOLE   10,112 0 0
AMAZON.COM INC COMMON STOCK 023135106 16,374 5,935 SH   SOLE   5,935 0 0
ANTHEM INC COMMON STOCK 036752103 7,418 28,206 SH   SOLE   28,206 0 0
APPIAN CORP COMMON STOCK 03782L101 1,594 31,099 SH   SOLE   31,099 0 0
ARVINAS INC COMMON STOCK 04335A105 944 28,136 SH   SOLE   28,136 0 0
ASCENDIS PHARMA A/S - ADR ADR 04351P101 4,905 33,161 SH   SOLE   33,161 0 0
AXSOME THERAPEUTICS INC COMMON STOCK 05464T104 1,025 12,460 SH   SOLE   12,460 0 0
ALTERYX INC - CLASS A COMMON STOCK 02156B103 2,203 13,409 SH   SOLE   13,409 0 0
ASTRAZENECA PLC-SPONS ADR ADR 046353108 11,038 208,693 SH   SOLE   208,693 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 8,096 37,535 SH   SOLE   37,535 0 0
BRAEMAR HOTELS & RESORTS INC REIT 10482B101 2,562 895,764 SH   SOLE   895,764 0 0
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 084670702 12,893 72,224 SH   SOLE   72,224 0 0
BOSTON SCIENTIFIC CORP COMMON STOCK 101137107 4,472 127,376 SH   SOLE   127,376 0 0
CARGURUS INC COMMON STOCK 141788109 466 18,376 SH   SOLE   18,376 0 0
CLEAR CHANNEL OUTDOOR HOLDIN COMMON STOCK 18453H106 97 92,914 SH   SOLE   92,914 0 0
CHEMOCENTRYX INC COMMON STOCK 16383L106 1,361 23,647 SH   SOLE   23,647 0 0
CHEGG INC COMMON STOCK 163092109 1,574 23,395 SH   SOLE   23,395 0 0
COMCAST CORP-CLASS A COMMON STOCK 20030N101 2,800 71,834 SH   SOLE   71,834 0 0
CENTENE CORP COMMON STOCK 15135B101 3,923 61,738 SH   SOLE   61,738 0 0
COUPA SOFTWARE INC COMMON STOCK 22266L106 2,449 8,841 SH   SOLE   8,841 0 0
CREE INC COMMON STOCK 225447101 991 16,746 SH   SOLE   16,746 0 0
CENTURYLINK INC COMMON STOCK 156700106 9,982 995,234 SH   SOLE   995,234 0 0
DATADOG INC - CLASS A COMMON STOCK 23804L103 1,943 22,347 SH   SOLE   22,347 0 0
DIAGEO PLC-SPONSORED ADR ADR 25243Q205 4,715 35,085 SH   SOLE   35,085 0 0
WALT DISNEY CO/THE COMMON STOCK 254687106 4,295 38,520 SH   SOLE   38,520 0 0
DYNATRACE INC COMMON STOCK 268150109 1,493 36,778 SH   SOLE   36,778 0 0
ISHARES MSCI EAFE ETF ETP 464287465 9,130 150,000 SH   SOLE   150,000 0 0
ENERGY TRANSFER LP MLP 29273V100 81 11,328 SH   SOLE   11,328 0 0
FACEBOOK INC-CLASS A COMMON STOCK 30303M102 4,840 21,315 SH   SOLE   21,315 0 0
FEDEX CORP COMMON STOCK 31428X106 9,367 66,800 SH   SOLE   66,800 0 0
FIDELITY NATIONAL INFO SERV COMMON STOCK 31620M106 4,560 34,008 SH   SOLE   34,008 0 0
FREDDIE MAC COMMON STOCK 313400301 2,377 1,085,500 SH   SOLE   1,085,500 0 0
FINEMARK HOLDINGS INC COMMON STOCK 31788B108 586 27,000 SH   SOLE   27,000 0 0
FOX CORP - CLASS B COMMON STOCK 35137L204 6,409 238,790 SH   SOLE   238,790 0 0
FASTLY INC - CLASS A COMMON STOCK 31188V100 2,045 24,023 SH   SOLE   24,023 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 14,481 2,120,214 SH   SOLE   2,120,214 0 0
GAMING AND LEISURE PROPERTIE REIT 36467J108 3,353 96,900 SH   SOLE   96,900 0 0
ALPHABET INC-CL A COMMON STOCK 02079K305 12,597 8,883 SH   SOLE   8,883 0 0
HCA HEALTHCARE INC COMMON STOCK 40412C101 4,536 46,739 SH   SOLE   46,739 0 0
IHEARTMEDIA INC - CLASS A COMMON STOCK 45174J509 330 39,513 SH   SOLE   39,513 0 0
II-VI INC COMMON STOCK 902104108 581 12,297 SH   SOLE   12,297 0 0
IHS MARKIT LTD COMMON STOCK G47567105 5,977 79,162 SH   SOLE   79,162 0 0
INSMED INC COMMON STOCK 457669307 257 9,347 SH   SOLE   9,347 0 0
JD.COM INC-ADR ADR 47215P106 4,574 76,013 SH   SOLE   76,013 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 8,513 60,537 SH   SOLE   60,537 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 7,107 75,553 SH   SOLE   75,553 0 0
KRATOS DEFENSE & SECURITY COMMON STOCK 50077B207 375 23,972 SH   SOLE   23,972 0 0
L3HARRIS TECHNOLOGIES INC COMMON STOCK 502431109 3,016 17,773 SH   SOLE   17,773 0 0
LOWE'S COS INC COMMON STOCK 548661107 5,063 37,467 SH   SOLE   37,467 0 0
LIVONGO HEALTH INC COMMON STOCK 539183103 1,119 14,886 SH   SOLE   14,886 0 0
LEXINFINTECH HOLDINGS L-ADR ADR 528877103 2,402 225,726 SH   SOLE   225,726 0 0
MASTERCARD INC - A COMMON STOCK 57636Q104 6,280 21,239 SH   SOLE   21,239 0 0
MCKESSON CORP COMMON STOCK 58155Q103 8,735 56,938 SH   SOLE   56,938 0 0
MICROSOFT CORP COMMON STOCK 594918104 15,616 76,733 SH   SOLE   76,733 0 0
NEW FORTRESS ENERGY LLC COMMON STOCK 644393100 9,264 714,803 SH   SOLE   714,803 0 0
NETFLIX INC COMMON STOCK 64110L106 5,640 12,395 SH   SOLE   12,395 0 0
NIO INC - ADR ADR 62914V106 7,211 934,072 SH   SOLE   934,072 0 0
NN INC COMMON STOCK 629337106 4,080 860,815 SH   SOLE   860,815 0 0
SERVICENOW INC COMMON STOCK 81762P102 6,489 16,020 SH   SOLE   16,020 0 0
NEW RESIDENTIAL INVESTMENT REIT 64828T201 3,127 420,854 SH   SOLE   420,854 0 0
NUTANIX INC - A COMMON STOCK 67059N108 858 36,210 SH   SOLE   36,210 0 0
NOVO-NORDISK A/S-SPONS ADR ADR 670100205 4,666 71,257 SH   SOLE   71,257 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109 5,028 57,572 SH   SOLE   57,572 0 0
PACIFIC ENTERPRISE BANCORP COMMON STOCK 69403V109 403 32,896 SH   SOLE   32,896 0 0
PEPSICO INC COMMON STOCK 713448108 4,555 34,443 SH   SOLE   34,443 0 0
PROGYNY INC COMMON STOCK 74340E103 41,192 1,595,989 SH   SOLE   1,595,989 0 0
PROGRESSIVE CORP COMMON STOCK 743315103 5,276 65,856 SH   SOLE   65,856 0 0
PRIMERICA INC COMMON STOCK 74164M108 5,372 46,070 SH   SOLE   46,070 0 0
RAYMOND JAMES FINANCIAL INC COMMON STOCK 754730109 5,938 86,274 SH   SOLE   86,274 0 0
RINGCENTRAL INC-CLASS A COMMON STOCK 76680R206 2,185 7,667 SH   SOLE   7,667 0 0
ROKU INC COMMON STOCK 77543R102 2,734 23,465 SH   SOLE   23,465 0 0
SANOFI-ADR ADR 80105N105 5,657 110,814 SH   SOLE   110,814 0 0
SQUARE INC - A COMMON STOCK 852234103 759 7,228 SH   SOLE   7,228 0 0
TAL EDUCATION GROUP- ADR ADR 874080104 7,225 105,665 SH   SOLE   105,665 0 0
ATLASSIAN CORP PLC-CLASS A COMMON STOCK G06242104 985 5,466 SH   SOLE   5,466 0 0
TOTAL SE-SPON ADR ADR 89151E109 4,482 116,546 SH   SOLE   116,546 0 0
TWILIO INC - A COMMON STOCK 90138F102 3,415 15,564 SH   SOLE   15,564 0 0
UBER TECHNOLOGIES INC COMMON STOCK 90353T100 8,065 259,506 SH   SOLE   259,506 0 0
UNITI GROUP INC REIT 91325V108 411 44,000 SH   SOLE   44,000 0 0
VISA INC-CLASS A SHARES COMMON STOCK 92826C839 3,965 20,525 SH   SOLE   20,525 0 0
VANGUARD FTSE DEVELOPED ETF ETP 921943858 8,418 217,018 SH   SOLE   217,018 0 0
VEEVA SYSTEMS INC-CLASS A COMMON STOCK 922475108 4,491 19,158 SH   SOLE   19,158 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 88,603 566,044 SH   SOLE   566,044 0 0
WILLIAMS COS INC COMMON STOCK 969457100 6,518 342,692 SH   SOLE   342,692 0 0
SLACK TECHNOLOGIES INC- CL A COMMON STOCK 83088V102 394 12,661 SH   SOLE   12,661 0 0
58.COM INC-ADR ADR 31680Q104 494 9,153 SH   SOLE   9,153 0 0
ZOGENIX INC COMMON STOCK 98978L204 945 34,988 SH   SOLE   34,988 0 0
ZOOM VIDEO COMMUNICATIONS-A COMMON STOCK 98980L101 6,579 25,947 SH   SOLE   25,947 0 0
ZSCALER INC COMMON STOCK 98980G102 1,045 9,547 SH   SOLE   9,547 0 0
UNITED STATES OIL FUND LP ETP 91232N207 26,657 950,000 SH Call SOLE   950,000 0 0