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 002824100 4,974 10,142 SH   SOLE   10,142 0 0
AMERICAN INTERNATIONAL GROUP COMMON STOCK 00724F101 6,981 253,565 SH   SOLE   253,565 0 0
AMAZON.COM INC COMMON STOCK 023135106 18,625 5,915 SH   SOLE   5,915 0 0
ANTHEM INC COMMON STOCK 036752103 7,563 28,158 SH   SOLE   28,158 0 0
APPIAN CORP COMMON STOCK 03782L101 2,558 39,500 SH   SOLE   39,500 0 0
ASCENDIS PHARMA A/S - ADR ADR 04335A105 4,578 29,664 SH   SOLE   29,664 0 0
AMERICAN EXPRESS CO COMMON STOCK 04351P101 5,839 58,242 SH   SOLE   58,242 0 0
ALTERYX INC - CLASS A COMMON STOCK 05464T104 1,103 9,714 SH   SOLE   9,714 0 0
ASTRAZENECA PLC-SPONS ADR ADR 02156B103 11,981 218,625 SH   SOLE   218,625 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 046353108 9,357 31,830 SH   SOLE   31,830 0 0
BRAEMAR HOTELS & RESORTS INC REIT 01609W102 2,239 895,764 SH   SOLE   895,764 0 0
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 10482B101 14,906 69,999 SH   SOLE   69,999 0 0
BOSTON SCIENTIFIC CORP COMMON STOCK 084670702 3,823 100,048 SH   SOLE   100,048 0 0
CARGURUS INC COMMON STOCK 101137107 713 32,979 SH   SOLE   32,979 0 0
CLEAR CHANNEL OUTDOOR HOLDIN COMMON STOCK 141788109 93 92,914 SH   SOLE   92,914 0 0
CHEMOCENTRYX INC COMMON STOCK 18453H106 1,638 29,883 SH   SOLE   29,883 0 0
CHEGG INC COMMON STOCK 16383L106 2,090 29,260 SH   SOLE   29,260 0 0
COMCAST CORP-CLASS A COMMON STOCK 163092109 6,824 147,515 SH   SOLE   147,515 0 0
CENTENE CORP COMMON STOCK 20030N101 5,090 87,254 SH   SOLE   87,254 0 0
CNX RESOURCES CORP COMMON STOCK 15135B101 5,079 537,982 SH   SOLE   537,982 0 0
COUPA SOFTWARE INC COMMON STOCK 22266L106 1,978 7,211 SH   SOLE   7,211 0 0
CREE INC COMMON STOCK 225447101 1,164 18,269 SH   SOLE   18,269 0 0
CISCO SYSTEMS INC COMMON STOCK 156700106 4,325 109,792 SH   SOLE   109,792 0 0
COSTAR GROUP INC COMMON STOCK 23804L103 2,340 2,758 SH   SOLE   2,758 0 0
DATADOG INC - CLASS A COMMON STOCK 25243Q205 3,109 30,430 SH   SOLE   30,430 0 0
DIAGEO PLC-SPONSORED ADR ADR 254687106 5,857 42,544 SH   SOLE   42,544 0 0
DOMO INC - CLASS B COMMON STOCK 268150109 575 15,000 SH   SOLE   15,000 0 0
DYNATRACE INC COMMON STOCK 464287465 1,491 36,338 SH   SOLE   36,338 0 0
ENERGY TRANSFER LP MLP 29273V100 77 14,240 SH   SOLE   14,240 0 0
FACEBOOK INC-CLASS A COMMON STOCK 30303M102 518 1,979 SH   SOLE   1,979 0 0
FEDEX CORP COMMON STOCK 31428X106 10,635 42,281 SH   SOLE   42,281 0 0
FIDELITY NATIONAL INFO SERV COMMON STOCK 31620M106 10,221 69,434 SH   SOLE   69,434 0 0
FREDDIE MAC COMMON STOCK 313400301 2,073 1,085,500 SH   SOLE   1,085,500 0 0
FORMA THERAPEUTICS HOLDINGS COMMON STOCK 31788B108 2,789 55,960 SH   SOLE   55,960 0 0
FINEMARK HOLDINGS INC COMMON STOCK 35137L204 298 15,000 SH   SOLE   15,000 0 0
FOX CORP - CLASS B COMMON STOCK 31188V100 7,497 268,055 SH   SOLE   268,055 0 0
FASTLY INC - CLASS A COMMON STOCK 369604103 2,326 24,829 SH   SOLE   24,829 0 0
GENERAL ELECTRIC CO COMMON STOCK 36467J108 7,035 1,129,257 SH   SOLE   1,129,257 0 0
GAMING AND LEISURE PROPERTIE REIT 02079K305 2,772 75,073 SH   SOLE   75,073 0 0
ALPHABET INC-CL A COMMON STOCK 40412C101 13,187 8,998 SH   SOLE   8,998 0 0
HCA HEALTHCARE INC COMMON STOCK 45174J509 5,890 47,238 SH   SOLE   47,238 0 0
HDFC BANK LTD-ADR ADR 902104108 4,837 96,812 SH   SOLE   96,812 0 0
IHEARTMEDIA INC - CLASS A COMMON STOCK G47567105 321 39,513 SH   SOLE   39,513 0 0
IHS MARKIT LTD COMMON STOCK 457669307 5,514 70,235 SH   SOLE   70,235 0 0
JOHNSON & JOHNSON COMMON STOCK 47215P106 5,708 38,342 SH   SOLE   38,342 0 0
JPMORGAN CHASE & CO COMMON STOCK 478160104 7,101 73,762 SH   SOLE   73,762 0 0
LOWE'S COS INC COMMON STOCK 46625H100 6,939 41,835 SH   SOLE   41,835 0 0
CENTURYLINK INC COMMON STOCK 50077B207 9,293 921,047 SH   SOLE   921,047 0 0
LIVONGO HEALTH INC COMMON STOCK 502431109 1,108 7,909 SH   SOLE   7,909 0 0
LEXINFINTECH HOLDINGS L-ADR ADR 548661107 1,546 225,726 SH   SOLE   225,726 0 0
MASTERCARD INC - A COMMON STOCK 539183103 7,511 22,212 SH   SOLE   22,212 0 0
MGM HOLDINGS INC-VTG A COMMON STOCK 528877103 0 15,000 SH   SOLE   15,000 0 0
MICROSOFT CORP COMMON STOCK 57636Q104 16,681 79,310 SH   SOLE   79,310 0 0
NEW FORTRESS ENERGY INC COMMON STOCK 58155Q103 31,458 714,803 SH   SOLE   714,803 0 0
NETFLIX INC COMMON STOCK 594918104 618 1,235 SH   SOLE   1,235 0 0
NIO INC - ADR ADR 644393100 6,848 322,715 SH   SOLE   322,715 0 0
NN INC COMMON STOCK 64110L106 4,442 860,815 SH   SOLE   860,815 0 0
SERVICENOW INC COMMON STOCK 62914V106 7,233 14,913 SH   SOLE   14,913 0 0
NEW RESIDENTIAL INVESTMENT REIT 629337106 2,551 320,854 SH   SOLE   320,854 0 0
NUTANIX INC - A COMMON STOCK 81762P102 785 35,390 SH   SOLE   35,390 0 0
NOVAVAX INC COMMON STOCK 64828T201 2,265 20,901 SH   SOLE   20,901 0 0
NVIDIA CORP COMMON STOCK 67059N108 4,282 7,911 SH   SOLE   7,911 0 0
NOVO-NORDISK A/S-SPONS ADR ADR 670100205 6,494 93,527 SH   SOLE   93,527 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109 5,137 59,078 SH   SOLE   59,078 0 0
PLAINS GP HOLDINGS LP-CL A COMMON STOCK 69403V109 72 11,775 SH   SOLE   11,775 0 0
PACIFIC ENTERPRISE BANCORP COMMON STOCK 713448108 334 29,900 SH   SOLE   29,900 0 0
PEPSICO INC COMMON STOCK 74340E103 4,984 35,959 SH   SOLE   35,959 0 0
PROGYNY INC COMMON STOCK 743315103 27,507 934,670 SH   SOLE   934,670 0 0
PROGRESSIVE CORP COMMON STOCK 74164M108 5,935 62,689 SH   SOLE   62,689 0 0
PRIMERICA INC COMMON STOCK 754730109 6,047 53,445 SH   SOLE   53,445 0 0
PERSHING SQUARE TONTINE -A COMMON STOCK 76680R206 11,345 500,000 SH   SOLE   500,000 0 0
PETROQUEST ENERGY INC COMMON STOCK 77543R102 0 190,316 SH   SOLE   190,316 0 0
RAYMOND JAMES FINANCIAL INC COMMON STOCK 80105N105 5,754 79,079 SH   SOLE   79,079 0 0
ROKU INC COMMON STOCK 852234103 2,850 15,095 SH   SOLE   15,095 0 0
SHOPIFY INC - CLASS A COMMON STOCK 874080104 867 848 SH   SOLE   848 0 0
SANOFI-ADR ADR G06242104 6,032 120,239 SH   SOLE   120,239 0 0
SQUARE INC - A COMMON STOCK 89151E109 1,148 7,064 SH   SOLE   7,064 0 0
TAL EDUCATION GROUP- ADR ADR 90138F102 6,724 88,431 SH   SOLE   88,431 0 0
TG THERAPEUTICS INC COMMON STOCK 90353T100 1,546 57,758 SH   SOLE   57,758 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 91325V108 3,924 8,887 SH   SOLE   8,887 0 0
TOTAL SE-SPON ADR ADR 92826C839 4,356 126,996 SH   SOLE   126,996 0 0
TWILIO INC - A COMMON STOCK 921943858 1,996 8,080 SH   SOLE   8,080 0 0
UBER TECHNOLOGIES INC COMMON STOCK 922475108 4,710 129,120 SH   SOLE   129,120 0 0
UNITI GROUP INC REIT 922042742 464 44,000 SH   SOLE   44,000 0 0
VANGUARD FTSE DEVELOPED ETF ETP 922908769 11,849 289,718 SH   SOLE   289,718 0 0
VEEVA SYSTEMS INC-CLASS A COMMON STOCK 969457100 4,546 16,167 SH   SOLE   16,167 0 0
VANGUARD TOT WORLD STK ETF ETP 83088V102 6,426 79,690 SH   SOLE   79,690 0 0
VANGUARD TOTAL STOCK MKT ETF ETP 31680Q104 69,273 406,744 SH   SOLE   406,744 0 0
WILLIAMS COS INC COMMON STOCK 98978L204 5,754 292,833 SH   SOLE   292,833 0 0
SLACK TECHNOLOGIES INC- CL A COMMON STOCK 98980L101 763 28,390 SH   SOLE   28,390 0 0
ZOOMINFO TECHNOLOGIES INC-A COMMON STOCK 98980G102 1,085 25,243 SH   SOLE   25,243 0 0
ZOOM VIDEO COMMUNICATIONS-A COMMON STOCK 91232N207 15,688 33,371 SH   SOLE   33,371 0 0
ZSCALER INC ETP 98980G102 1,032 7,335 SH   SOLE   7,335 0 0
AMARIN CORP PLC -ADR ADR 023111206 1,575 374,100 SH Call SOLE   374,100 0 0
INVESCO QQQ ETP 46090E103 69,460 250,000 SH Call SOLE   250,000 0 0
UNITED STATES OIL ETP 91232N207 26,876 950,000 SH Call SOLE   950,000 0 0