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
Abbott Labs COM 002824100 796 11,000 SH   SOLE   11,000 0 0
Abbvie Inc COM 00287Y109 927 10,055 SH   SOLE   10,055 0 0
Accenture PLC SHS CL A G1151C101 697 4,944 SH   SOLE   4,944 0 0
Alphabet Inc Class C CL C 38259P706 15,383 14,854 SH   SOLE   14,854 0 0
Alphabet Inc Class A CL A 02079K305 1,272 1,217 SH   SOLE   1,217 0 0
Amazon.com Inc. COM 02079K107 11,914 7,932 SH   SOLE   7,932 0 0
American International Corp COM NEW 026874784 264 6,700 SH   SOLE   6,700 0 0
American Tower Corp COM 03027X100 14,183 89,661 SH   SOLE   89,661 0 0
Apple Inc. COM 037833100 9,815 62,225 SH   SOLE   62,225 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702 22,880 112,056 SH   SOLE   112,056 0 0
Blackstone Group LP COM UNIT LTD 09253U108 10,686 358,465 SH   SOLE   358,465 0 0
Boeing Co COM 097023105 8,591 26,640 SH   SOLE   26,640 0 0
Cadence Bancorporation CL A 12739A100 4,658 277,611 SH   SOLE   277,611 0 0
Charter Communications CL A 16119P108 8,852 31,063 SH   SOLE   31,063 0 0
Cisco Systems Inc. COM 17275R102 325 7,500 SH   SOLE   7,500 0 0
Clearway Energy Inc CL C 18539C204 277 16,080 SH   SOLE   16,080 0 0
Coca Cola Company COM 191216100 206 4,345 SH   SOLE   4,345 0 0
Comcast Corp CL A 20030N101 12,039 353,576 SH   SOLE   353,576 0 0
Crown Holdings Inc COM 228368106 3,476 83,620 SH   SOLE   83,620 0 0
Discovery Inc. COM SER C 25470F302 866 37,530 SH   SOLE   37,530 0 0
DowDupont Inc. COM 26078J100 8,033 150,197 SH   SOLE   150,197 0 0
Emerson Electric Co COM 291011104 272 4,550 SH   SOLE   4,550 0 0
Enterprise Product Partners COM 293792107 1,558 63,370 SH   SOLE   63,370 0 0
Evergy Inc. COM 30034W106 207 3,639 SH   SOLE   3,639 0 0
Exxon Mobil Corp COM 30231G102 339 4,976 SH   SOLE   4,976 0 0
Facebook Inc. CL A 30303M102 7,457 56,881 SH   SOLE   56,881 0 0
Fastenal Co COM 311900104 230 4,404 SH   SOLE   4,404 0 0
General Electric COM 369604103 139 18,400 SH   SOLE   18,400 0 0
Goldman Sachs Group COM 38141G104 2,896 17,338 SH   SOLE   17,338 0 0
HCA Healthcare Inc. COM 40412C101 703 5,645 SH   SOLE   5,645 0 0
iShares US Preferred S&P U.S. PFD STK 464288687 395 11,535 SH   SOLE   11,535 0 0
Johnson & Johnson Co COM 478160104 584 4,522 SH   SOLE   4,522 0 0
JP Morgan Chase COM 46625H100 2,569 26,312 SH   SOLE   26,312 0 0
Mastercard Inc. CL A 57636Q104 224 1,190 SH   SOLE   1,190 0 0
Microsoft Inc. COM 594918104 1,126 11,086 SH   SOLE   11,086 0 0
Oracle Corp COM 68389X105 316 7,000 SH   SOLE   7,000 0 0
PJT Partners Inc COM CL A 69343T107 938 24,212 SH   SOLE   24,212 0 0
Pepsico Inc COM 713448108 7,994 72,355 SH   SOLE   72,355 0 0
Procter & Gamble Co COM 742718109 1,099 11,954 SH   SOLE   11,954 0 0
Shopify Inc. CL A 82509L107 1,505 10,872 SH   SOLE   10,872 0 0
Thermo Fisher Scientific COM 883556102 17,284 77,233 SH   SOLE   77,233 0 0
Trupanion Inc COM 898202106 3,296 129,447 SH   SOLE   129,447 0 0
VISA Inc COM CL A 92826C839 16,297 123,520 SH   SOLE   123,520 0 0
Wells Fargo & Co. Ne COM 949746101 4,249 92,210 SH   SOLE   92,210 0 0
Zendesk Inc. COM 98936J101 253 4,333 SH   SOLE   4,333 0 0