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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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 Labs COM 002819AC4 807 11,000 SH   SOLE   11,000 0 0
Abbvie Inc COM 00287Y109 951 10,055 SH   SOLE   10,055 0 0
Accenture PLC SHS CL A G1151C101 825 4,849 SH   SOLE   4,849 0 0
Alphabet Inc Class C CL C 38259P706 18,695 15,664 SH   SOLE   15,664 0 0
Alphabet Inc Class A CL A 38259P508 1,506 1,248 SH   SOLE   1,248 0 0
Amazon.com Inc. COM 023135106 16,883 8,429 SH   SOLE   8,429 0 0
American International Corp COM 026874784 7,054 132,495 SH   SOLE   132,495 0 0
American Tower Corp COM 03027X100 12,859 88,503 SH   SOLE   88,503 0 0
Apple Computer COM 037833100 16,593 73,507 SH   SOLE   73,507 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702 24,208 113,065 SH   SOLE   113,065 0 0
Blackstone Group LP COM UNIT LTD 09253U108 15,060 395,490 SH   SOLE   395,490 0 0
Broadcom Ltd. SHS 11135F101 12,798 51,870 SH   SOLE   51,870 0 0
Cadence Bancorporation COM 12739A100 11,930 456,731 SH   SOLE   456,731 0 0
Charter Communications COM 16119P108 11,133 34,164 SH   SOLE   34,164 0 0
Cisco Systems Inc. COM 17275R102 414 8,500 SH   SOLE   8,500 0 0
Clearway Energy Inc CL C 18539C204 310 16,080 SH   SOLE   16,080 0 0
Coca Cola Company COM 191216100 201 4,345 SH   SOLE   4,345 0 0
Comcast Corp COM 20030N101 12,497 352,933 SH   SOLE   352,933 0 0
Crown Holdings Inc COM 228368106 4,308 89,742 SH   SOLE   89,742 0 0
Emerson Electric Co COM 291011104 348 4,550 SH   SOLE   4,550 0 0
Enterprise Product Partners COM 293792107 1,821 63,370 SH   SOLE   63,370 0 0
Exxon Mobil Corp COM 30231G102 515 6,060 SH   SOLE   6,060 0 0
Facebook Inc. Class A CL A 30303M102 10,576 64,305 SH   SOLE   64,305 0 0
Fastenal Co COM 311900104 255 4,404 SH   SOLE   4,404 0 0
Goldman Sachs Group COM 38141G104 10,085 44,972 SH   SOLE   44,972 0 0
Howard Hughes Corp COM 44267D107 12,769 102,792 SH   SOLE   102,792 0 0
iShares US Preferred U.S. PFD STK 464288687 1,060 28,535 SH   SOLE   28,535 0 0
Johnson & Johnson Co COM 478160104 711 5,146 SH   SOLE   5,146 0 0
JP Morgan Chase COM 46625H100 3,015 26,722 SH   SOLE   26,722 0 0
KKR Private Equity Inv LP R COM UNITS 48248M102 4,398 161,270 SH   SOLE   161,270 0 0
Limoneira Co. COM 532746104 3,159 120,970 SH   SOLE   120,970 0 0
Mastercard Inc. COM 57636Q104 265 1,190 SH   SOLE   1,190 0 0
Microsoft Inc. COM 594918104 1,302 11,381 SH   SOLE   11,381 0 0
Netflix Inc. COM 64110L106 243 650 SH   SOLE   650 0 0
New Residential Corp COM 64828T102 234 13,110 SH   SOLE   13,110 0 0
Oracle Corp COM 68389X105 397 7,700 SH   SOLE   7,700 0 0
PJT Partners Inc COM CL A 69343T107 1,247 23,812 SH   SOLE   23,812 0 0
Pepsico Inc COM 713448108 8,264 73,922 SH   SOLE   73,922 0 0
Procter & Gamble Co COM 742718109 1,047 12,577 SH   SOLE   12,577 0 0
Schlumberger COM 806857108 270 4,432 SH   SOLE   4,432 0 0
Shopify Inc. COM 82509L107 1,923 11,690 SH   SOLE   11,690 0 0
Thermo Fisher Scientific COM 883556102 21,167 86,720 SH   SOLE   86,720 0 0
Trupanion Inc COM 898202106 4,686 131,150 SH   SOLE   131,150 0 0
VISA Inc CI A CL A 92826C839 22,534 150,134 SH   SOLE   150,134 0 0
Wells Fargo & Co. Ne COM 949746101 5,199 98,908 SH   SOLE   98,908 0 0