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
3M CO COM 88579Y101 4,327 20,826 SH   DFND 1 20,826 0 0
ABBOTT LABS COM 002824100 945 11,827 SH   DFND 1 11,827 0 0
ABBVIE INC COM 00287Y109 701 8,704 SH   DFND 1 8,704 0 0
ABIOMED INC COM 003654100 6,265 21,937 SH   DFND 1 21,937 0 0
ACTIVISION BLIZZARD INC COM 00507V109 18,989 417,056 SH   DFND 1 417,056 0 0
ADOBE INC COM 00724F101 5,626 21,112 SH   DFND 1 21,112 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 167,040 979,535 SH   DFND 1 979,535 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,626 63,723 SH   DFND 1 63,723 0 0
ALPHABET INC CAP STK CL A 02079K305 8,709 7,400 SH   DFND 1 7,400 0 0
ALPHABET INC CAP STK CL C 02079K107 169,801 144,720 SH   DFND 1 144,720 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 42,698 4,256,987 SH   DFND 1 4,256,987 0 0
ALTERYX INC COM CL A 02156B103 285 3,397 SH   DFND 1 3,397 0 0
ALTRIA GROUP INC COM 02209S103 607 10,576 SH   DFND 1 10,576 0 0
AMAZON COM INC COM 023135106 121,064 67,985 SH   DFND 1 67,985 0 0
AMERICAN ELEC PWR CO INC COM 025537101 508 6,066 SH   DFND 1 6,066 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,139 25,478 SH   DFND 1 25,478 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 1,167 41,305 SH   DFND 1 41,305 0 0
APPLE INC COM 037833100 3,753 19,756 SH   DFND 1 19,756 0 0
ARES CAP CORP COM 04010L103 3,742 218,336 SH   DFND 1 218,336 0 0
BAIDU INC SPON ADR REP A 056752108 2,669 16,193 SH   DFND 1 16,193 0 0
BAXTER INTL INC COM 071813109 243 2,990 SH   DFND 1 2,990 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,615 12 SH   DFND 1 12 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,122 15,539 SH   DFND 1 15,539 0 0
BLACKROCK INC COM 09247X101 613 1,435 SH   DFND 1 1,435 0 0
BLACKROCK TCP CAP CORP COM 09259E108 468 33,024 SH   DFND 1 33,024 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1,833 52,420 SH   DFND 1 52,420 0 0
BOEING CO COM 097023105 926 2,428 SH   DFND 1 2,428 0 0
BOOKING HLDGS INC COM 09857L108 115,782 66,354 SH   DFND 1 66,354 0 0
BROADCOM INC COM 11135F101 234 779 SH   DFND 1 779 0 0
CARGURUS INC COM CL A 141788109 523 13,052 SH   DFND 1 13,052 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 953 52,115 SH   DFND 1 52,115 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 154,656 445,810 SH   DFND 1 445,810 0 0
CINCINNATI FINL CORP COM 172062101 655 7,622 SH   DFND 1 7,622 0 0
CLEARBRIDGE MLP AND MIDSTRM COM 184692101 7,182 567,291 SH   DFND 1 567,291 0 0
COCA COLA CO COM 191216100 4,011 85,593 SH   DFND 1 85,593 0 0
COGNEX CORP COM 192422103 2,309 45,400 SH   DFND 1 45,400 0 0
COLGATE PALMOLIVE CO COM 194162103 309 4,506 SH   DFND 1 4,506 0 0
COMCAST CORP NEW CL A 20030N101 163,776 4,096,453 SH   DFND 1 4,096,453 0 0
CONOCOPHILLIPS COM 20825C104 462 6,925 SH   DFND 1 6,925 0 0
COUPA SOFTWARE INC COM 22266L106 2,984 32,802 SH   DFND 1 32,802 0 0
CREDIT ACCEP CORP MICH COM 225310101 362 800 SH   DFND 1 800 0 0
DANAHER CORPORATION COM 235851102 10,963 83,041 SH   DFND 1 83,041 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 4,613 28,195 SH   DFND 1 28,195 0 0
DONALDSON INC COM 257651109 801 16,000 SH   DFND 1 16,000 0 0
DOVER CORP COM 260003108 749 7,987 SH   DFND 1 7,987 0 0
DOWDUPONT INC COM 26078J100 558 10,471 SH   DFND 1 10,471 0 0
EATON CORP PLC SHS G29183103 384 4,768 SH   DFND 1 4,768 0 0
ELECTRONIC ARTS INC COM 285512109 249 2,446 SH   DFND 1 2,446 0 0
EMERSON ELEC CO COM 291011104 416 6,078 SH   DFND 1 6,078 0 0
ENSTAR GROUP LIMITED SHS G3075P101 278 1,600 SH   DFND 1 1,600 0 0
EPAM SYS INC COM 29414B104 272 1,610 SH   DFND 1 1,610 0 0
EQUINIX INC COM 29444U700 41,493 91,564 SH   DFND 1 91,564 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,704 22,722 SH   DFND 1 22,722 0 0
FACEBOOK INC CL A 30303M102 123,341 739,942 SH   DFND 1 739,942 0 0
FISERV INC COM 337738108 40,973 464,122 SH   DFND 1 464,122 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 415 4,500 SH   DFND 1 4,500 0 0
GANNETT CO INC COM 36473H104 160 15,170 SH   DFND 1 15,170 0 0
GENERAL DYNAMICS CORP COM 369550108 790 4,669 SH   DFND 1 4,669 0 0
GENERAL ELECTRIC CO COM 369604103 8,319 832,696 SH   DFND 1 832,696 0 0
GOLUB CAP BDC INC COM 38173M102 266 14,894 SH   DFND 1 14,894 0 0
GRUBHUB INC COM 400110102 555 7,991 SH   DFND 1 7,991 0 0
HOME DEPOT INC COM 437076102 591 3,078 SH   DFND 1 3,078 0 0
HONEYWELL INTL INC COM 438516106 571 3,595 SH   DFND 1 3,595 0 0
HUMANA INC COM 444859102 267 1,003 SH   DFND 1 1,003 0 0
IAC INTERACTIVECORP COM 44919P508 218 1,037 SH   DFND 1 1,037 0 0
IHS MARKIT LTD SHS G47567105 5,613 103,220 SH   DFND 1 103,220 0 0
ILLUMINA INC COM 452327109 2,496 8,033 SH   DFND 1 8,033 0 0
INCYTE CORP COM 45337C102 1,622 18,863 SH   DFND 1 18,863 0 0
INTEL CORP COM 458140100 882 16,433 SH   DFND 1 16,433 0 0
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 951 15,073 SH   DFND 1 15,073 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 3,677 20,467 SH   DFND 1 20,467 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,273 15,680 SH   DFND 1 15,680 0 0
IQVIA HLDGS INC COM 46266C105 17,724 123,212 SH   DFND 1 123,212 0 0
ISHARES INC CORE MSCI EMKT 46434G103 7,427 143,622 SH   DFND 1 143,622 0 0
ISHARES TR CORE MSCI EAFE 46432F842 6,110 100,606 SH   DFND 1 100,606 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 41,231 710,016 SH   DFND 1 710,016 0 0
ISHARES TR CORE S&P TTL STK 464287150 2,465 38,274 SH   DFND 1 38,274 0 0
ISHARES TR MSCI ACWI ETF 464288257 1,823 25,272 SH   DFND 1 25,272 0 0
ISHARES TR MSCI ACWI EX US 464288240 5,836 126,132 SH   DFND 1 126,132 0 0
ISHARES TR MSCI EAFE ETF 464287465 870 13,414 SH   DFND 1 13,414 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 624 14,549 SH   DFND 1 14,549 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 404 2,671 SH   DFND 1 2,671 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 2,551 20,656 SH   DFND 1 20,656 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 338 1,720 SH   DFND 1 1,720 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 396 3,302 SH   DFND 1 3,302 0 0
ISHARES TR RUS MD CP GR ETF 464287481 403 2,969 SH   DFND 1 2,969 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 394 4,538 SH   DFND 1 4,538 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,069 6,985 SH   DFND 1 6,985 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 801 4,807 SH   DFND 1 4,807 0 0
ISHARES TR S&P 100 ETF 464287101 796 6,353 SH   DFND 1 6,353 0 0
ISHARES TR SHRT NAT MUN ETF 464288158 3,745 35,329 SH   DFND 1 35,329 0 0
ISHARES TR U.S. TECH ETF 464287721 260 1,366 SH   DFND 1 1,366 0 0
ISHARES TR US HOME CONS ETF 464288752 535 15,165 SH   DFND 1 15,165 0 0
JD COM INC SPON ADR CL A 47215P106 788 26,130 SH   DFND 1 26,130 0 0
JEFFERIES FINL GROUP INC COM 47233W109 208 11,050 SH   DFND 1 11,050 0 0
JOHNSON & JOHNSON COM 478160104 22,743 162,693 SH   DFND 1 162,693 0 0
JPMORGAN CHASE & CO COM 46625H100 403 3,983 SH   DFND 1 3,983 0 0
KAYNE ANDERSN MLP MIDS INVT COM 486606106 7,148 445,924 SH   DFND 1 445,924 0 0
KKR & CO INC CL A 48251W104 1,186 50,471 SH   DFND 1 50,471 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 146,232 955,887 SH   DFND 1 955,887 0 0
LENDINGCLUB CORP COM 52603A109 516 167,140 SH   DFND 1 167,140 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 11,176 121,951 SH   DFND 1 121,951 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 4,461 179,024 SH   DFND 1 179,024 0 0
LOWES COS INC COM 548661107 138,682 1,266,846 SH   DFND 1 1,266,846 0 0
MARKEL CORP COM 570535104 261 262 SH   DFND 1 262 0 0
MARRIOTT INTL INC NEW CL A 571903202 388 3,105 SH   DFND 1 3,105 0 0
MASTERCARD INC CL A 57636Q104 3,218 13,666 SH   DFND 1 13,666 0 0
MATADOR RES CO COM 576485205 226 11,700 SH   DFND 1 11,700 0 0
MCDONALDS CORP COM 580135101 381 2,007 SH   DFND 1 2,007 0 0
MERCADOLIBRE INC COM 58733R102 4,665 9,188 SH   DFND 1 9,188 0 0
MERCK & CO INC COM 58933Y105 930 11,182 SH   DFND 1 11,182 0 0
MICROSOFT CORP COM 594918104 163,770 1,388,586 SH   DFND 1 1,388,586 0 0
MONDELEZ INTL INC CL A 609207105 2,727 54,632 SH   DFND 1 54,632 0 0
MONGODB INC CL A 60937P106 14,102 95,917 SH   DFND 1 95,917 0 0
MOODYS CORP COM 615369105 107,619 594,287 SH   DFND 1 594,287 0 0
MORGAN STANLEY COM NEW 617446448 311 7,380 SH   DFND 1 7,380 0 0
NEKTAR THERAPEUTICS COM 640268108 718 21,362 SH   DFND 1 21,362 0 0
NETFLIX INC COM 64110L106 11,963 33,552 SH   DFND 1 33,552 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 718 8,147 SH   DFND 1 8,147 0 0
NEW MTN FIN CORP COM 647551100 252 18,558 SH   DFND 1 18,558 0 0
NIKE INC CL B 654106103 490 5,815 SH   DFND 1 5,815 0 0
NORFOLK SOUTHERN CORP COM 655844108 297 1,589 SH   DFND 1 1,589 0 0
NVIDIA CORP COM 67066G104 261 1,451 SH   DFND 1 1,451 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 1,392 28,029 SH   DFND 1 28,029 0 0
PALO ALTO NETWORKS INC COM 697435105 3,596 14,805 SH   DFND 1 14,805 0 0
PAYCOM SOFTWARE INC COM 70432V102 2,278 12,046 SH   DFND 1 12,046 0 0
PAYPAL HLDGS INC COM 70450Y103 4,019 38,703 SH   DFND 1 38,703 0 0
PEPSICO INC COM 713448108 690 5,628 SH   DFND 1 5,628 0 0
PFIZER INC COM 717081103 659 15,521 SH   DFND 1 15,521 0 0
PHILIP MORRIS INTL INC COM 718172109 370 4,183 SH   DFND 1 4,183 0 0
PHILLIPS 66 COM 718546104 316 3,318 SH   DFND 1 3,318 0 0
PROCTER AND GAMBLE CO COM 742718109 4,977 47,832 SH   DFND 1 47,832 0 0
ROPER TECHNOLOGIES INC COM 776696106 342 1,000 SH   DFND 1 1,000 0 0
S&P GLOBAL INC COM 78409V104 37,288 177,096 SH   DFND 1 177,096 0 0
SALESFORCE COM INC COM 79466L302 4,007 25,300 SH   DFND 1 25,300 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 259 2,278 SH   DFND 1 2,278 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 242 4,313 SH   DFND 1 4,313 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 362 3,943 SH   DFND 1 3,943 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 206 8,004 SH   DFND 1 8,004 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 240 3,202 SH   DFND 1 3,202 0 0
SERVICENOW INC COM 81762P102 50,810 206,135 SH   DFND 1 206,135 0 0
SHERWIN WILLIAMS CO COM 824348106 24,805 57,592 SH   DFND 1 57,592 0 0
SHOPIFY INC CL A 82509L107 2,595 12,560 SH   DFND 1 12,560 0 0
SHUTTERSTOCK INC COM 825690100 256 5,500 SH   DFND 1 5,500 0 0
SONY CORP SPONSORED ADR 835699307 852 20,172 SH   DFND 1 20,172 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 9,288 32,880 SH   DFND 1 32,880 0 0
SPDR SER TR NUVEEN BLMBRG SR 78468R739 3,752 77,391 SH   DFND 1 77,391 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,916 28,215 SH   DFND 1 28,215 0 0
SQUARE INC CL A 852234103 2,745 36,636 SH   DFND 1 36,636 0 0
SYMANTEC CORP COM 871503108 410 17,841 SH   DFND 1 17,841 0 0
SYSCO CORP COM 871829107 79,907 1,196,932 SH   DFND 1 1,196,932 0 0
TABLEAU SOFTWARE INC CL A 87336U105 2,717 21,348 SH   DFND 1 21,348 0 0
TEXAS INSTRS INC COM 882508104 354 3,340 SH   DFND 1 3,340 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 57,007 1,333,179 SH   DFND 1 1,333,179 0 0
THIRD PT REINS LTD COM G8827U100 1,298 125,000 SH   DFND 1 125,000 0 0
TJX COS INC NEW COM 872540109 404 7,600 SH   DFND 1 7,600 0 0
TORTOISE ENERGY INFRA CORP COM 89147L100 6,872 292,416 SH   DFND 1 292,416 0 0
TORTOISE MIDSTRM ENERGY FD I COM 89148B101 6,910 492,896 SH   DFND 1 492,896 0 0
TPG SPECIALTY LENDING INC COM 87265K102 619 30,935 SH   DFND 1 30,935 0 0
TRANSDIGM GROUP INC COM 893641100 162,438 357,801 SH   DFND 1 357,801 0 0
TWITTER INC COM 90184L102 13,202 401,524 SH   DFND 1 401,524 0 0
UNILEVER N V N Y SHS NEW 904784709 526 9,020 SH   DFND 1 9,020 0 0
UNILEVER PLC SPON ADR NEW 904767704 3,969 68,760 SH   DFND 1 68,760 0 0
UNITED TECHNOLOGIES CORP COM 913017109 10,403 80,709 SH   DFND 1 80,709 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 695 5,923 SH   DFND 1 5,923 0 0
UNITEDHEALTH GROUP INC COM 91324P102 113,977 460,961 SH   DFND 1 460,961 0 0
US FOODS HLDG CORP COM 912008109 140,557 4,026,260 SH   DFND 1 4,026,260 0 0
VANGUARD BD INDEX FD INC INTERMED TERM 921937819 2,306 27,475 SH   DFND 1 27,475 0 0
VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 7,288 91,564 SH   DFND 1 91,564 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 647 2,493 SH   DFND 1 2,493 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 5,000 38,843 SH   DFND 1 38,843 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 22,646 156,491 SH   DFND 1 156,491 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 9,189 183,231 SH   DFND 1 183,231 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 18,185 427,872 SH   DFND 1 427,872 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 5,775 107,720 SH   DFND 1 107,720 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7,146 89,594 SH   DFND 1 89,594 0 0
VANGUARD STAR FD VG TL INTL STK F 921909768 89,592 1,726,237 SH   DFND 1 1,726,237 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 30,870 755,325 SH   DFND 1 755,325 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306 399 4,467 SH   DFND 1 4,467 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 545 8,449 SH   DFND 1 8,449 0 0
VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 537 3,841 SH   DFND 1 3,841 0 0
VANGUARD WORLD FDS MATERIALS ETF 92204A801 487 3,960 SH   DFND 1 3,960 0 0
VEEVA SYS INC CL A COM 922475108 1,875 14,779 SH   DFND 1 14,779 0 0
VISA INC COM CL A 92826C839 3,748 23,998 SH   DFND 1 23,998 0 0
WABTEC CORP COM 929740108 329 4,466 SH   DFND 1 4,466 0 0
WALMART INC COM 931142103 6,031 61,840 SH   DFND 1 61,840 0 0
WATERS CORP COM 941848103 237 943 SH   DFND 1 943 0 0
WAYFAIR INC CL A 94419L101 172,944 1,165,000 SH   DFND 1 1,165,000 0 0
WELLS FARGO CO NEW COM 949746101 217 4,498 SH   DFND 1 4,498 0 0
WILLIAMS COS INC DEL COM 969457100 309 10,762 SH   DFND 1 10,762 0 0
WORKDAY INC CL A 98138H101 7,291 37,804 SH   DFND 1 37,804 0 0