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
ALTERYX INC COM CL A 02156B103 210 2,500 SH   SOLE   2,500 0 0
APPLE INC COM 037833100 2,431 12,800 SH   SOLE   12,800 0 0
AUTONATION INC COM 05329W102 1,686 47,207 SH   SOLE   47,207 0 0
COPART INC COM 217204106 973 16,051 SH   SOLE   16,051 0 0
COSTAR GROUP INC COM 22160N109 466 1,000 SH   SOLE   1,000 0 0
COUPA SOFTWARE INC COM 22266L106 227 2,500 SH   SOLE   2,500 0 0
CSX CORP COM 126408103 1,897 25,357 SH   SOLE   25,357 0 0
EMC INS GROUP INC COM 268664109 415 13,010 SH   SOLE   13,010 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 1,141 32,269 SH   SOLE   32,269 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,504 8,369 SH   SOLE   8,369 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,559 10,185 SH   SOLE   10,185 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 621 2,119 SH   SOLE   2,119 0 0
MASTERCARD INC CL A 57636Q104 2,405 10,214 SH   SOLE   10,214 0 0
MORNINGSTAR INC COM 617700109 489 3,884 SH   SOLE   3,884 0 0
NEW YORK TIMES CO CL A 650111107 385 11,712 SH   SOLE   11,712 0 0
PG&E CORP COM 69331C108 178 10,000 SH   SOLE   10,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 17,392 61,569 SH   SOLE   61,569 0 0
STARBUCKS CORP COM 855244109 743 10,000 SH   SOLE   10,000 0 0
STATE AUTO FINL CORP COM 855707105 674 20,472 SH   SOLE   20,472 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 516 5,470 SH   SOLE   5,470 0 0
TIFFANY & CO NEW COM 886547108 773 7,321 SH   SOLE   7,321 0 0
UNION PACIFIC CORP COM 907818108 1,360 8,132 SH   SOLE   8,132 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,194 4,600 SH   SOLE   4,600 0 0
VISA INC COM CL A 92826C839 3,602 23,061 SH   SOLE   23,061 0 0