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
Air Lease Corporation COMM 00912X302 1,909 45,643 SH   SOLE   45,643 0 0
Alphabet (Google) Cl C COMM 02079K107 2,785 2,285 SH   SOLE   2,285 0 0
Amazon.com COMM 023135106 9,745 5,614 SH   SOLE   5,614 0 0
Apple Computer COMM 037833100 8,171 36,484 SH   SOLE   36,484 0 0
Automatic Data Processing COMM 053015103 494 3,063 SH   SOLE   3,063 0 0
Bank of America Corp COMM 060505104 3,849 131,947 SH   SOLE   131,947 0 0
Becton Dickinson COMM 075887109 439 1,735 SH   SOLE   1,735 0 0
Berkshire Hathaway Cl B COMM 084670702 312 1,500 SH   SOLE   1,500 0 0
Boeing Co COMM 097023105 2,717 7,140 SH   SOLE   7,140 0 0
Broadcom Inc COMM 11135F101 2,419 8,762 SH   SOLE   8,762 0 0
CAE Inc COMM 124765108 3,603 141,855 SH   SOLE   141,855 0 0
Capital One Financial COMM 14040H105 2,234 24,557 SH   SOLE   24,557 0 0
Cintas Corp COMM 172908105 412 1,537 SH   SOLE   1,537 0 0
Cisco Systems COMM 17275R102 2,606 52,735 SH   SOLE   52,735 0 0
Coca-Cola Co COMM 191216100 375 6,880 SH   SOLE   6,880 0 0
Crown Castle International COMM 22822V101 2,212 15,912 SH   SOLE   15,912 0 0
Estee Lauder Co COMM 518439104 2,967 14,911 SH   SOLE   14,911 0 0
Facebook Inc COMM 30303M102 3,276 18,399 SH   SOLE   18,399 0 0
First Solar Inc COMM 336433107 2,225 38,360 SH   SOLE   38,360 0 0
GW Pharmaceuticals plc COMM 36197T103 1,750 15,214 SH   SOLE   15,214 0 0
Goldman Sachs Group COMM 38141G104 2,982 14,391 SH   SOLE   14,391 0 0
Guardant Health Inc COMM 40131M109 1,279 20,032 SH   SOLE   20,032 0 0
Home Depot COMM 437076102 5,459 23,530 SH   SOLE   23,530 0 0
Honeywell Inc COMM 438516106 4,219 24,935 SH   SOLE   24,935 0 0
Humana COMM 444859102 2,085 8,155 SH   SOLE   8,155 0 0
IDEXX Laboratories Inc COMM 45168D104 2,659 9,780 SH   SOLE   9,780 0 0
Intuitive Surgical COMM 46120E602 2,318 4,293 SH   SOLE   4,293 0 0
Invitae Corporation COMM 46185L103 1,295 67,185 SH   SOLE   67,185 0 0
J P Morgan Chase & Co COMM 46625H100 4,340 36,880 SH   SOLE   36,880 0 0
Johnson & Johnson COMM 478160104 592 4,577 SH   SOLE   4,577 0 0
KKR & Co. Corp COMM 48251W104 2,399 89,359 SH   SOLE   89,359 0 0
L3Haris Technologies Inc COMM 502431109 2,091 10,024 SH   SOLE   10,024 0 0
Live Nation Entertainment Inc COMM 538034109 2,731 41,160 SH   SOLE   41,160 0 0
Marriott International Class A COMM 571903202 3,350 26,935 SH   SOLE   26,935 0 0
MasterCard Inc. COMM 57636Q104 2,532 9,324 SH   SOLE   9,324 0 0
McDonalds Corp COMM 580135101 215 1,000 SH   SOLE   1,000 0 0
Medtronic PLC COMM 117934322 2,222 20,457 SH   SOLE   20,457 0 0
Microsoft Corp COMM 594918104 8,072 58,058 SH   SOLE   58,058 0 0
Motorola Solutions Inc COMM 620076307 2,993 17,564 SH   SOLE   17,564 0 0
Oracle Systems COMM 68389X105 661 12,018 SH   SOLE   12,018 0 0
Palo Alto Networks COMM 697435105 3,454 16,946 SH   SOLE   16,946 0 0
PepsiCo Inc COMM 713448108 408 2,975 SH   SOLE   2,975 0 0
Quest Diagnostics Inc COMM 74834L100 2,531 23,651 SH   SOLE   23,651 0 0
RCI Hospitality COMM 74934Q108 517 25,000 SH   SOLE   25,000 0 0
Raytheon COMM 755111507 3,566 18,177 SH   SOLE   18,177 0 0
Restaurant Brands Internationa COMM 76131D103 2,175 30,575 SH   SOLE   30,575 0 0
Ring Central COMM 76680R206 2,743 21,830 SH   SOLE   21,830 0 0
ServiceNow Inc COMM 81762P102 2,678 10,548 SH   SOLE   10,548 0 0
Starwood Property Trust Inc COMM 85571B105 4,747 195,982 SH   SOLE   195,982 0 0
Synchrony Financial COMM 87165B103 2,886 84,670 SH   SOLE   84,670 0 0
Sysco Corporation COMM 871829107 2,567 32,329 SH   SOLE   32,329 0 0
TJX Company COMM 872540109 2,278 40,872 SH   SOLE   40,872 0 0
The Blackstone Group Inc COMM 09253U108 2,715 55,586 SH   SOLE   55,586 0 0
The Progressive Corporation COMM 743315103 2,432 31,478 SH   SOLE   31,478 0 0
Thermo Fisher COMM 883556102 2,478 8,508 SH   SOLE   8,508 0 0
Union Pacific Corp COMM 907818108 2,349 14,499 SH   SOLE   14,499 0 0
United Healthcare COMM 91324P102 3,258 14,994 SH   SOLE   14,994 0 0
Valero Energy Corp COMM 91913Y100 2,261 26,530 SH   SOLE   26,530 0 0
Visa Inc COMM 92826C839 4,578 26,617 SH   SOLE   26,617 0 0
Wal-Mart Stores COMM 931142103 3,384 28,510 SH   SOLE   28,510 0 0
Walt Disney Co COMM 254687106 2,225 17,070 SH   SOLE   17,070 0 0
Waste Management COMM 94106L109 4,653 40,462 SH   SOLE   40,462 0 0
Workday COMM 98138H101 1,982 11,663 SH   SOLE   11,663 0 0
Zoetis Inc COMM 98978V103 6,108 49,023 SH   SOLE   49,023 0 0
Schwab US Broad Market ETF ETF 808524102 455 6,400 SH   SOLE   6,400 0 0
Schwab US Dividend Equity ETF ETF 808524797 1,989 36,305 SH   SOLE   36,305 0 0
Select Sector Energy SPDR Fund ETF 46431d103 5,544 93,641 SH   SOLE   93,641 0 0
Vanguard Dividend Appreciation ETF 921908844 3,582 29,953 SH   SOLE   29,953 0 0
Vanguard Growth ETF ETF 922908736 3,344 20,111 SH   SOLE   20,111 0 0
Vanguard High Dividend Yield E ETF 921946406 812 9,148 SH   SOLE   9,148 0 0
Vanguard Large-Cap ETF ETF 922908637 1,641 12,037 SH   SOLE   12,037 0 0
Vanguard Mid-Cap Value ETF ETF 922908512 339 3,000 SH   SOLE   3,000 0 0