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
Accenture PLC SHS CL A G1151C101 842 4,556 SH   SOLE   4,556 0 0
Alphabet Inc Class C CL C 38259P706 9,226 8,535 SH   SOLE   8,535 0 0
Amazon.com Inc. COM 02079K107 14,403 7,606 SH   SOLE   7,606 0 0
American Tower Corp COM 03027X100 9,883 48,339 SH   SOLE   48,339 0 0
Apple Computer COM 037833100 10,093 50,995 SH   SOLE   50,995 0 0
BERKSHIRE HATHAWAY I CL B NEW 084670702 21,319 104,699 SH   SOLE   104,699 0 0
Blackstone Group LP COM UNiT LTD 09253U108 17,472 393,347 SH   SOLE   393,347 0 0
Charter Communications CL A 16119P108 17,201 43,528 SH   SOLE   43,528 0 0
Comcast Corp CL A 20030N101 15,396 364,151 SH   SOLE   364,151 0 0
Crown Holdings Inc COM 228368106 5,764 94,330 SH   SOLE   94,330 0 0
Discovery Communications COM SER 25470F302 1,246 43,810 SH   SOLE   43,810 0 0
Enterprise Product Partners COM 293792107 15,502 536,954 SH   SOLE   536,954 0 0
Facebook Inc. Class A CL A 30303M102 10,618 55,013 SH   SOLE   55,013 0 0
Fastenal Co COM 311900104 287 8,808 SH   SOLE   8,808 0 0
General Electric COM 369604103 193 18,400 SH   SOLE   18,400 0 0
Goldman Sachs Group COM 38141G104 3,608 17,632 SH   SOLE   17,632 0 0
HCA Inc. COM 40412C101 858 6,345 SH   SOLE   6,345 0 0
Howard Hughes Corp COM 44267D107 4,972 40,150 SH   SOLE   40,150 0 0
iShares US Preferred S&P U.S. PFD STK 464288687 425 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 3,938 35,223 SH   SOLE   35,223 0 0
KKR and Co. Inc. CL A 48251W104 2,793 110,530 SH   SOLE   110,530 0 0
Mastercard Inc. CL A 57636Q104 315 1,190 SH   SOLE   1,190 0 0
Microsoft Inc. COM 594918104 14,531 108,476 SH   SOLE   108,476 0 0
Morgan Stanley COM 617446448 935 21,335 SH   SOLE   21,335 0 0
New Residential Corp COM 64828T201 202 13,110 SH   SOLE   13,110 0 0
Oracle Corp COM 68389X105 399 7,000 SH   SOLE   7,000 0 0
Pepsico Inc COM 713448108 8,689 66,263 SH   SOLE   66,263 0 0
Procter & Gamble Co COM 742718109 1,157 10,550 SH   SOLE   10,550 0 0
Schlumberger COM 806857108 10,313 259,502 SH   SOLE   259,502 0 0
Shopify Inc. CL A 82509L107 2,315 7,712 SH   SOLE   7,712 0 0
Sirius Satellite Radio COM 82968B103 7 13,420 SH   SOLE   13,420 0 0
Thermo Fisher Scientific COM 883556102 16,317 55,561 SH   SOLE   55,561 0 0
Trupanion Inc COM 898202106 4,455 123,297 SH   SOLE   123,297 0 0
VISA Inc COM CL A 92826C839 17,115 98,616 SH   SOLE   98,616 0 0
Wells Fargo & Co. Ne COM 949746101 3,737 78,978 SH   SOLE   78,978 0 0