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 COM 00724F101 16,531 56,105 SH   SOLE   56,105 0 0
ALCON AG (NYS) ORD SHS H01301128 7 120 SH   SOLE   120 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 33,783 199,367 SH   SOLE   199,367 0 0
ALLERGAN PLC SHS G0177J108 64 380 SH   SOLE   380 0 0
ALPHABET INC CAP STK CL A 02079K305 70 65 SH   SOLE   65 0 0
ALPHABET INC CAP STK CL C 02079K107 16,403 15,175 SH   SOLE   15,175 0 0
ALTABA INC COM 021346101 20,869 300,842 SH   SOLE   300,842 0 0
ALTICE USA INC CL A 02156K103 1,346 55,289 SH   SOLE   55,289 0 0
AMAZON COM INC COM 023135106 36,789 19,428 SH   SOLE   19,428 0 0
AMBEV SA SPONSORED ADR 02319V103 31 6,600 SH   SOLE   6,600 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 91 1,700 SH   SOLE   1,700 0 0
AON PLC SHS CL A G0408V102 2,155 11,167 SH   SOLE   11,167 0 0
APPLE INC COM 037833100 18,694 94,451 SH   SOLE   94,451 0 0
ATHENE HLDG LTD CL A G0684D107 2,009 46,666 SH   SOLE   46,666 0 0
ATLANTICA YIELD PLC SHS G0751N103 5 207 SH   SOLE   207 0 0
AVALARA INC COM 05338G106 52 717 SH   SOLE   717 0 0
AVANOS MED INC COM 05350V106 2 56 SH   SOLE   56 0 0
BAIDU INC SPON ADR REP A 056752108 10,559 89,971 SH   SOLE   89,971 0 0
BAUSCH HEALTH COS INC COM 071734107 17 690 SH   SOLE   690 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,540 7,224 SH   SOLE   7,224 0 0
BERRY GLOBAL GROUP INC COM 08579W103 2,195 41,732 SH   SOLE   41,732 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 22,030 55,747 SH   SOLE   55,747 0 0
CHEMOURS CO COM 163851108 3 145 SH   SOLE   145 0 0
CHENIERE ENERGY INC COM NEW 16411R208 96 1,400 SH   SOLE   1,400 0 0
COCA COLA CO COM 191216100 64 1,250 SH   SOLE   1,250 0 0
COLGATE PALMOLIVE CO COM 194162103 54 750 SH   SOLE   750 0 0
CORTEVA INC COM 22052L104 9 309 SH   SOLE   309 0 0
CROWN HOLDINGS INC COM 228368106 1,351 22,118 SH   SOLE   22,118 0 0
DOW INC COM 260557103 15 309 SH   SOLE   309 0 0
DUPONT DE NEMOURS INC COM 26614N102 23 309 SH   SOLE   309 0 0
EBAY INC COM 278642103 52 1,325 SH   SOLE   1,325 0 0
FACEBOOK INC CL A 30303M102 18,874 97,792 SH   SOLE   97,792 0 0
FERRARI N V COM N3167Y103 2,271 14,068 SH   SOLE   14,068 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,334 35,514 SH   SOLE   35,514 0 0
GENERAL ELECTRIC CO COM 369604103 20 1,900 SH   SOLE   1,900 0 0
GODADDY INC CL A 380237107 3,119 44,457 SH   SOLE   44,457 0 0
IAC INTERACTIVECORP COM 44919P508 1,835 8,434 SH   SOLE   8,434 0 0
JOHNSON & JOHNSON COM 478160104 70 500 SH   SOLE   500 0 0
KIMBERLY CLARK CORP COM 494368103 60 450 SH   SOLE   450 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 3,474 33,337 SH   SOLE   33,337 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 1,965 52,538 SH   SOLE   52,538 0 0
LKQ CORP COM 501889208 1,309 49,194 SH   SOLE   49,194 0 0
MASTERCARD INC CL A 57636Q104 18,601 70,316 SH   SOLE   70,316 0 0
MICRON TECHNOLOGY INC COM 595112103 7,008 181,613 SH   SOLE   181,613 0 0
MICROSOFT CORP COM 594918104 37,466 279,680 SH   SOLE   279,680 0 0
NETFLIX INC COM 64110L106 2,069 5,633 SH   SOLE   5,633 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 3,191 31,598 SH   SOLE   31,598 0 0
NOVARTIS A G SPONSORED ADR 66987V109 55 600 SH   SOLE   600 0 0
PAYPAL HLDGS INC COM 70450Y103 152 1,325 SH   SOLE   1,325 0 0
PEGASYSTEMS INC COM 705573103 1,329 18,658 SH   SOLE   18,658 0 0
PFIZER INC COM 717081103 65 1,500 SH   SOLE   1,500 0 0
PG&E CORP COM 69331C108 2,658 115,969 SH   SOLE   115,969 0 0
PROCTER AND GAMBLE CO COM 742718109 66 600 SH   SOLE   600 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569 294 4,000 SH   SOLE   4,000 0 0
SALESFORCE COM INC COM 79466L302 13,421 88,452 SH   SOLE   88,452 0 0
SEA LTD SPONSORED ADS 81141R100 2,510 75,553 SH   SOLE   75,553 0 0
SERVICENOW INC COM 81762P102 16,570 60,350 SH   SOLE   60,350 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 25,802 176,460 SH   SOLE   176,460 0 0
STARS GROUP INC COM 85570W100 3,190 186,861 SH   SOLE   186,861 0 0
TERRAFORM PWR INC COM CL A 88104R209 3 186 SH   SOLE   186 0 0
TESLA INC COM 88160R101 34 150 SH   SOLE   150 0 0
TRANSDIGM GROUP INC COM 893641100 3,524 7,284 SH   SOLE   7,284 0 0
UNILEVER N V N Y SHS NEW 904784709 73 1,200 SH   SOLE   1,200 0 0
UNITED CONTL HLDGS INC COM 910047109 3,584 40,940 SH   SOLE   40,940 0 0
VIASAT INC COM 92552V100 1,199 14,831 SH   SOLE   14,831 0 0
VISA INC COM CL A 92826C839 18,763 108,111 SH   SOLE   108,111 0 0
VISTRA ENERGY CORP COM 92840M102 3,068 135,503 SH   SOLE   135,503 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 21 1,300 SH   SOLE   1,300 0 0
WABTEC CORP COM 929740108 1 10 SH   SOLE   10 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 1,462 7,632 SH   SOLE   7,632 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 450 9,250 SH   SOLE   9,250 0 0
WIX COM LTD SHS M98068105 1,387 9,762 SH   SOLE   9,762 0 0
WORKDAY INC CL A 98138H101 15,126 73,575 SH   SOLE   73,575 0 0
YANDEX N V SHS CLASS A N97284108 4,152 109,268 SH   SOLE   109,268 0 0
ZILLOW GROUP INC CL A 98954M101 39 850 SH   SOLE   850 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 79 1,700 SH   SOLE   1,700 0 0