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
Abbott Labs COM 002819AC4 587 11,000 SH   SOLE   11,000 0 0
Abbvie Inc COM 00287Y109 992 11,165 SH   SOLE   11,165 0 0
Accenture PLC SHS CL A G1151C101 662 4,898 SH   SOLE   4,898 0 0
Alphabet Inc Class C CL C 38259P706 15,443 16,101 SH   SOLE   16,101 0 0
Alphabet Inc Class A CL A 38259P508 2,082 2,138 SH   SOLE   2,138 0 0
Amazon.com Inc. COM 023135106 2,251 2,341 SH   SOLE   2,341 0 0
American International Corp COM 026874784 8,794 143,252 SH   SOLE   143,252 0 0
American Tower Corp COM 03027X100 12,334 90,236 SH   SOLE   90,236 0 0
Amgen Incorporated COM 031162100 457 2,453 SH   SOLE   2,453 0 0
Apple Computer COM 037833100 18,859 122,365 SH   SOLE   122,365 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702 21,449 117,003 SH   SOLE   117,003 0 0
Blackstone Group LP COM UNIT LTD 09253U108 11,648 349,070 SH   SOLE   349,070 0 0
Cadence Bancorporation COM 12739A100 7,373 321,682 SH   SOLE   321,682 0 0
Cedar Fair Dep Unt L DEPOSTRY UNIT 150185106 622 9,700 SH   SOLE   9,700 0 0
Charter Communications COM 16119P108 10,770 29,636 SH   SOLE   29,636 0 0
Cisco Systems Inc. COM 17275R102 252 7,500 SH   SOLE   7,500 0 0
Comcast Corp COM 20030N101 14,536 377,750 SH   SOLE   377,750 0 0
Crown Castle Int'l Corp COM 228227104 702 7,020 SH   SOLE   7,020 0 0
Crown Holdings Inc COM 228368106 12,833 214,881 SH   SOLE   214,881 0 0
Emerson Electric Co COM 291011104 286 4,550 SH   SOLE   4,550 0 0
Enstar Group COM 29358R107 7,274 32,713 SH   SOLE   32,713 0 0
Enterprise Product Partners COM 293792107 1,683 64,575 SH   SOLE   64,575 0 0
Exxon Mobil Corp COM 30231G102 542 6,614 SH   SOLE   6,614 0 0
Facebook Inc. Class A CL A 30303M102 18,999 111,192 SH   SOLE   111,192 0 0
Fastenal Co COM 311900104 9,848 216,058 SH   SOLE   216,058 0 0
Goldman Sachs Group COM 38141G104 7,986 33,670 SH   SOLE   33,670 0 0
Howard Hughes Corp COM 44267D107 8,740 74,113 SH   SOLE   74,113 0 0
iShares US Preferred U.S. PFD STK 464288687 1,107 28,535 SH   SOLE   28,535 0 0
Johnson & Johnson Co COM 478160104 610 4,691 SH   SOLE   4,691 0 0
JP Morgan Chase COM 46625H100 2,654 27,783 SH   SOLE   27,783 0 0
KKR Private Equity Inv LP R COM UNITS 48248M102 1,985 97,650 SH   SOLE   97,650 0 0
Kraft Heinz Company COM 500754106 271 3,500 SH   SOLE   3,500 0 0
Macquarie Infrastructure L COM 55608B105 11,457 158,729 SH   SOLE   158,729 0 0
Microsoft Inc. COM 594918104 817 10,962 SH   SOLE   10,962 0 0
New Residential Corp COM 64828T102 219 13,110 SH   SOLE   13,110 0 0
NRG Yield Inc. COM 62942X405 426 22,080 SH   SOLE   22,080 0 0
Oracle Corp COM 68389X105 362 7,490 SH   SOLE   7,490 0 0
Pepsico Inc COM 713448108 9,374 84,129 SH   SOLE   84,129 0 0
Plains All-American Pipeline UNIT LTD PARTN 726503105 208 9,800 SH   SOLE   9,800 0 0
Procter & Gamble Co COM 742718109 1,386 15,235 SH   SOLE   15,235 0 0
Shopify Inc. COM 82509L107 486 4,170 SH   SOLE   4,170 0 0
Thermo Fisher Scientific COM 883556102 20,978 110,878 SH   SOLE   110,878 0 0
Trupanion Inc COM 898202106 6,927 262,289 SH   SOLE   262,289 0 0
VISA Inc CI A CL A 92826C839 13,286 126,245 SH   SOLE   126,245 0 0
Wells Fargo & Co. Ne COM 949746101 6,876 124,670 SH   SOLE   124,670 0 0
Yext Inc. COM 98585N106 1,174 88,437 SH   SOLE   88,437 0 0