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 002819AC4 560 7,000 SH   SOLE   7,000 0 0
Abbvie Inc COM 00287Y109 488 6,055 SH   SOLE   6,055 0 0
Accenture PLC SHS CL A G1151C101 802 4,556 SH   SOLE   4,556 0 0
Alphabet Inc Class C CL C 38259P706 17,341 14,780 SH   SOLE   14,780 0 0
Alphabet Inc Class A CL A 02079K305 1,380 1,173 SH   SOLE   1,173 0 0
Amazon.com Inc. COM 02079K107 13,911 7,812 SH   SOLE   7,812 0 0
American Tower Corp COM 03027X100 13,768 69,868 SH   SOLE   69,868 0 0
Apple Computer COM 037833100 11,189 58,907 SH   SOLE   58,907 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702 22,410 111,553 SH   SOLE   111,553 0 0
Blackstone Group LP COM UNIT LTD 09253U108 13,331 381,207 SH   SOLE   381,207 0 0
Boeing Co COM 097023105 6,912 18,123 SH   SOLE   18,123 0 0
Broadcom LTD COM 11135F101 210 700 SH   SOLE   700 0 0
Cadence Bancorporation CL A 12739A100 2,855 153,897 SH   SOLE   153,897 0 0
Charter Communications CL A 16119P108 13,071 37,678 SH   SOLE   37,678 0 0
Cisco Systems Inc. COM 17275R102 405 7,500 SH   SOLE   7,500 0 0
Coca Cola Company COM 191216100 204 4,345 SH   SOLE   4,345 0 0
Comcast Corp CL A 20030N101 14,492 362,486 SH   SOLE   362,486 0 0
Crown Holdings Inc COM 228368106 8,966 164,302 SH   SOLE   164,302 0 0
Discovery Communications COM SER C 25470F302 1,114 43,810 SH   SOLE   43,810 0 0
DowDupont Inc. COM 26078J100 9,417 176,654 SH   SOLE   176,654 0 0
Emerson Electric Co COM 291011104 312 4,550 SH   SOLE   4,550 0 0
Enterprise Product Partners COM 293792107 1,699 58,395 SH   SOLE   58,395 0 0
Exxon Mobil Corp COM 30231G102 239 2,961 SH   SOLE   2,961 0 0
Facebook Inc. Class A CL A 30303M102 9,351 56,096 SH   SOLE   56,096 0 0
Fastenal Co COM 311900104 283 4,404 SH   SOLE   4,404 0 0
General Electric COM 369604103 184 18,400 SH   SOLE   18,400 0 0
Goldman Sachs Group COM 38141G104 3,405 17,737 SH   SOLE   17,737 0 0
HCA Inc. COM 40412C101 869 6,665 SH   SOLE   6,665 0 0
Howard Hughes Corp COM 44267D107 2,933 26,667 SH   SOLE   26,667 0 0
iShares US Preferred S&P U.S. PFD STK 464288687 422 11,535 SH   SOLE   11,535 0 0
Johnson & Johnson Co COM 478160104 209 1,497 SH   SOLE   1,497 0 0
JP Morgan Chase COM 46625H100 3,560 35,165 SH   SOLE   35,165 0 0
Mastercard Inc. CL A 57636Q104 280 1,190 SH   SOLE   1,190 0 0
Microsoft Inc. COM 594918104 13,419 113,776 SH   SOLE   113,776 0 0
Morgan Stanley COM 617446448 433 10,250 SH   SOLE   10,250 0 0
New Residential Corp COM 64828T201 222 13,110 SH   SOLE   13,110 0 0
Oracle Corp COM 68389X105 376 7,000 SH   SOLE   7,000 0 0
PJT Partners Inc COM CL A 69343T107 920 22,012 SH   SOLE   22,012 0 0
Pepsico Inc COM 713448108 8,370 68,298 SH   SOLE   68,298 0 0
Procter & Gamble Co COM 742718109 1,244 11,954 SH   SOLE   11,954 0 0
Shopify Inc. CL A 82509L107 1,734 8,392 SH   SOLE   8,392 0 0
Sirius Satellite Radio COM 82968B103 8 13,420 SH   SOLE   13,420 0 0
Thermo Fisher Scientific COM 883556102 17,974 65,666 SH   SOLE   65,666 0 0
Trupanion Inc COM 898202106 4,037 123,297 SH   SOLE   123,297 0 0
VISA Inc CI A COM CL A 92826C839 15,835 101,382 SH   SOLE   101,382 0 0
Wells Fargo & Co. Ne COM 949746101 4,121 85,295 SH   SOLE   85,295 0 0
Zendesk Inc. COM 98936J101 368 4,333 SH   SOLE   4,333 0 0