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
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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
Alibaba Group Holdings, Ltd. COM 01609W102 6,107 26,239 SH   SOLE   26,239 0 0
Alphabet, Inc. - Class C COM 02079K107 12,997 7,419 SH   SOLE   7,419 0 0
Amazon.com, Inc. COM 023135106 16,265 4,994 SH   SOLE   4,994 0 0
Amphenol Corp. - Cl A COM 032095101 1,371 10,485 SH   SOLE   10,485 0 0
Apple, Inc. COM 037833100 14,747 111,135 SH   SOLE   111,135 0 0
BMC Stock Holdings, Inc. COM 05591B109 21,124 393,520 SH   SOLE   393,520 0 0
Ball Corp. COM 058498106 1,779 19,090 SH   SOLE   19,090 0 0
Bank of America Corp. COM 060505104 11,303 372,903 SH   SOLE   372,903 0 0
Black Knight, Inc. COM 09215C105 2,002 22,655 SH   SOLE   22,655 0 0
Boeing Co. COM 097023105 4,254 19,872 SH   SOLE   19,872 0 0
Bristol-Myers Squibb - CVR COM 110122157 255 370,123 SH   SOLE   370,123 0 0
Chipotle Mexican Grill, Inc. COM 169656105 5,141 3,707 SH   SOLE   3,707 0 0
CoStar Group, Inc. COM 22160N109 892 965 SH   SOLE   965 0 0
Condor Hospitality Trust, Inc. COM 20676Y403 3,354 851,349 SH   SOLE   851,349 0 0
Costco Wholesale Corp. COM 22160K105 2,735 7,258 SH   SOLE   7,258 0 0
DexCom, Inc. COM 252131107 5,399 14,603 SH   SOLE   14,603 0 0
Edwards Lifesciences Corp. COM 28176E108 2,734 29,965 SH   SOLE   29,965 0 0
Estee Lauder Companies - CL A COM 518439104 1,347 5,060 SH   SOLE   5,060 0 0
Facebook, Inc. - A COM 30303M102 8,502 31,125 SH   SOLE   31,125 0 0
Front Yard Residential Corp. COM 35904G107 1,637 101,077 SH   SOLE   101,077 0 0
Goldman Sachs Group, Inc. COM 38141G104 5,792 21,965 SH   SOLE   21,965 0 0
Humana, Inc. COM 444859102 12,229 29,808 SH   SOLE   29,808 0 0
Intuitive Surgical, Inc. COM 46120E602 5,580 6,821 SH   SOLE   6,821 0 0
L3Harris Technologies, Inc. COM 502431109 7,291 38,574 SH   SOLE   38,574 0 0
Lamar Advertising Co. COM 512816109 2,455 29,505 SH   SOLE   29,505 0 0
Las Vegas Sands Corp. COM 517834107 6,398 107,357 SH   SOLE   107,357 0 0
Lockheed Martin Corporation COM 539830109 7,119 20,055 SH   SOLE   20,055 0 0
Longview Acquisition Corp. COM 543195101 1,169 59,055 SH   SOLE   59,055 0 0
MSCI, Inc. COM 55354G100 2,478 5,550 SH   SOLE   5,550 0 0
Marriott International, Inc. COM 571903202 2,101 15,928 SH   SOLE   15,928 0 0
Mastercard Inc. - Class A COM 57636Q104 14,055 39,375 SH   SOLE   39,375 0 0
Mellanox Technologies, Ltd. COM M51363113 9,098 72,785 SH   SOLE   72,785 0 0
Microsoft Corp. COM 594918104 4,766 21,427 SH   SOLE   21,427 0 0
NVIDIA Corp. COM 67066G104 5,396 10,333 SH   SOLE   10,333 0 0
NXP Semiconductors NV COM N6596X109 6,912 43,466 SH   SOLE   43,466 0 0
National General Holdings Corp COM 636220303 7,911 231,450 SH   SOLE   231,450 0 0
Netflix, Inc. COM 64110L106 395 731 SH   SOLE   731 0 0
Nike, Inc. Class B COM 654106103 6,440 45,525 SH   SOLE   45,525 0 0
Parker Hannifin Corp. COM 701094104 2,797 10,267 SH   SOLE   10,267 0 0
PayPal Holdings, Inc. COM 70450Y103 8,396 35,851 SH   SOLE   35,851 0 0
Pioneer Natural Resources Comp COM 723787107 4,003 35,146 SH   SOLE   35,146 0 0
Q2 Holdings, Inc. COM 74736L109 2,144 16,945 SH   SOLE   16,945 0 0
Quest Diagnostics, Inc. COM 74834L100 653 5,476 SH   SOLE   5,476 0 0
RealPage, Inc. COM 75606N109 9,864 113,065 SH   SOLE   113,065 0 0
SPDR Gold Shares COM 78463V107 3,635 20,380 SH   SOLE   20,380 0 0
Salesforce.com, Inc. COM 79466L302 11,103 49,895 SH   SOLE   49,895 0 0
Shopify, Inc. - CL A COM 82509L107 4,564 4,032 SH   SOLE   4,032 0 0
Slack Technologies, Inc. - CL COM 83088V102 11,616 275,000 SH   SOLE   275,000 0 0
Spirit AeroSystems Holdings, I COM 848574109 1,401 35,849 SH   SOLE   35,849 0 0
Spotify Technology S.A. COM L8681T102 8,198 26,055 SH   SOLE   26,055 0 0
Square, Inc. COM 852234103 393 1,805 SH   SOLE   1,805 0 0
Standard AVB Financial Corp. COM 85303B100 631 19,366 SH   SOLE   19,366 0 0
Starbucks Corp. COM 855244109 5,148 48,117 SH   SOLE   48,117 0 0
Take-Two Interactive Software, COM 874054109 10,779 51,875 SH   SOLE   51,875 0 0
The Sherwin-Williams Company COM 824348106 4,195 5,708 SH   SOLE   5,708 0 0
Tiffany & Company COM 886547108 24,385 185,506 SH   SOLE   185,506 0 0
Tradeweb Markets, Inc.-CL A COM 892672106 1,222 19,560 SH   SOLE   19,560 0 0
TransDigm Group, Inc. COM 893641100 3,969 6,414 SH   SOLE   6,414 0 0
Varian Medical Systems, Inc. COM 92220P105 24,160 138,047 SH   SOLE   138,047 0 0
Verisign, Inc. COM 92343E102 4,188 19,353 SH   SOLE   19,353 0 0
Vertex Pharmaceuticals COM 92532F100 7,571 32,036 SH   SOLE   32,036 0 0
Visa Inc. COM 92826C839 324 1,479 SH   SOLE   1,479 0 0
WPX Energy, Inc. COM 98212B103 19,052 2,337,716 SH   SOLE   2,337,716 0 0
Walt Disney Company/The COM 254687106 5,251 28,980 SH   SOLE   28,980 0 0
Willis Towers Watson PLC COM G96629103 11,842 56,210 SH   SOLE   56,210 0 0
lululemon athletica, Inc. COM 550021109 6,019 17,294 SH   SOLE   17,294 0 0