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
CABOT OIL & GAS CORP COM 127097103 2,132 88,923 SH   SOLE   88,923 0 0
ADOBE SYS INC COM 00724F101 4,222 19,541 SH   SOLE   19,541 0 0
AERCAP HOLDINGS NV SHS N00985106 2,024 39,900 SH   SOLE   39,900 0 0
ALIGN TECHNOLOGY INC COM 016255101 2,671 10,634 SH   SOLE   10,634 0 0
ALLERGAN PLC SHS G0177J108 1,565 9,300 SH   SOLE   9,300 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 3,388 15,916 SH   SOLE   15,916 0 0
ALLY FINL INC COM 02005N100 1,705 62,800 SH   SOLE   62,800 0 0
ALPHABET INC CAP STK CL C 02079K107 2,265 2,195 SH   SOLE   2,195 0 0
ALPHABET INC CAP STK CL A 02079K305 2,538 2,447 SH   SOLE   2,447 0 0
ALPHABET INC CAP STK CL A 02079K305 17,320 16,700 SH   OTR 1 0 0 16,700
AMAZON COM INC COM 023135106 4,970 3,434 SH   SOLE   3,434 0 0
AMERICAN TOWER CORP NEW COM 03027X100 4,509 31,022 SH   SOLE   31,022 0 0
ANTHEM INC COM 036752103 1,362 6,200 SH   SOLE   6,200 0 0
APPLE INC COM 037833100 3,874 23,090 SH   SOLE   23,090 0 0
APPLE INC COM 037833100 30,284 180,500 SH   OTR 1 0 0 180,500
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 31,977 160,300 SH   OTR 1 0 0 160,300
BLACKROCK INC COM 09247X101 2,457 4,536 SH   SOLE   4,536 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 9,416 294,711 SH   SOLE   294,711 0 0
BOOKING HLDGS INC COM 09857L108 4,523 2,174 SH   SOLE   2,174 0 0
BOOKING HLDGS INC COM 09857L108 24,133 11,600 SH   OTR 1 0 0 11,600
BROADCOM LTD SHS Y09827109 943 4,000 SH   SOLE   4,000 0 0
CARMAX INC COM 143130102 5,955 96,141 SH   SOLE   96,141 0 0
CBRE GROUP INC CL A 12504L109 3,643 77,157 SH   SOLE   77,157 0 0
CELGENE CORP COM 151020104 15,969 179,000 SH   OTR 1 0 0 179,000
CF INDS HLDGS INC COM 125269100 1,505 39,900 SH   SOLE   39,900 0 0
CME GROUP INC COM CL A 12572Q105 3,395 20,993 SH   SOLE   20,993 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 11,190 139,000 SH   OTR 1 0 0 139,000
COLONY NORTHSTAR INC CL A COM 19625W104 1,066 189,700 SH   SOLE   189,700 0 0
CORE LABORATORIES N V COM N22717107 15,908 147,000 SH   OTR 1 0 0 147,000
DISNEY WALT CO COM DISNEY 254687106 1,183 11,783 SH   SOLE   11,783 0 0
DOLLAR TREE INC COM 256746108 5,921 62,388 SH   SOLE   62,388 0 0
EBAY INC COM 278642103 3,119 77,506 SH   SOLE   77,506 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 22,742 163,000 SH   OTR 1 0 0 163,000
EOG RES INC COM 26875P101 3,665 34,811 SH   SOLE   34,811 0 0
EQUINIX INC COM PAR $0.001 29444U700 5,823 13,927 SH   SOLE   13,927 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 1,458 21,100 SH   SOLE   21,100 0 0
FACEBOOK INC CL A 30303M102 5,050 31,605 SH   SOLE   31,605 0 0
FACEBOOK INC CL A 30303M102 23,010 144,000 SH   OTR 1 0 0 144,000
FASTENAL CO COM 311900104 20,963 384,000 SH   OTR 1 0 0 384,000
ILLUMINA INC COM 452327109 2,828 11,960 SH   SOLE   11,960 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,289 7,968 SH   SOLE   7,968 0 0
IQVIA HLDGS INC COM 46266C105 1,491 15,201 SH   SOLE   15,201 0 0
KRAFT HEINZ CO COM 500754106 15,604 250,500 SH   OTR 1 0 0 250,500
LAS VEGAS SANDS CORP COM 517834107 2,741 38,116 SH   SOLE   38,116 0 0
LEAR CORP COM NEW 521865204 1,805 9,700 SH   SOLE   9,700 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 1,789 58,800 SH   SOLE   58,800 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 775 30,800 SH   SOLE   30,800 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 179 9,227 SH   SOLE   9,227 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,723 16,300 SH   SOLE   16,300 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 1,887 51,100 SH   SOLE   51,100 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1,488 25,500 SH   SOLE   25,500 0 0
MARATHON PETE CORP COM 56585A102 3,656 50,000 SH   SOLE   50,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,735 27,032 SH   SOLE   27,032 0 0
NIKE INC CL B 654106103 2,721 40,953 SH   SOLE   40,953 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,541 4,413 SH   SOLE   4,413 0 0
ORACLE CORP COM 68389X105 1,621 35,433 SH   SOLE   35,433 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 494 15,846 SH   SOLE   15,846 0 0
PAYPAL HLDGS INC COM 70450Y103 14,643 193,000 SH   OTR 1 0 0 193,000
QUALCOMM INC COM 747525103 17,343 313,000 SH   OTR 1 0 0 313,000
REALOGY HLDGS CORP COM 75605Y106 1,369 50,200 SH   SOLE   50,200 0 0
ROSS STORES INC COM 778296103 21,522 276,000 SH   OTR 1 0 0 276,000
SALESFORCE COM INC COM 79466L302 2,556 21,978 SH   SOLE   21,978 0 0
SCHLUMBERGER LTD COM 806857108 3,169 48,927 SH   SOLE   48,927 0 0
SCHLUMBERGER LTD COM 806857108 19,531 301,500 SH   OTR 1 0 0 301,500
SCHWAB CHARLES CORP NEW COM 808513105 12,637 242,000 SH   OTR 1 0 0 242,000
SCHWAB CHARLES CORP NEW COM 808513105 6,471 123,927 SH   SOLE   123,927 0 0
SOUTHWESTERN ENERGY CO COM 845467109 293 67,728 SH   SOLE   67,728 0 0
STARBUCKS CORP COM 855244109 1,457 25,175 SH   SOLE   25,175 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 4,578 77,287 SH   SOLE   77,287 0 0
TRACTOR SUPPLY CO COM 892356106 17,520 278,000 SH   OTR 1 0 0 278,000
ULTA BEAUTY INC COM 90384S303 3,514 17,204 SH   SOLE   17,204 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,388 11,161 SH   SOLE   11,161 0 0
VISA INC COM CL A 92826C839 3,350 28,004 SH   SOLE   28,004 0 0
VISA INC COM CL A 92826C839 22,668 189,500 SH   OTR 1 0 0 189,500
VISTRA ENERGY CORP COM 92840M102 2,062 99,000 SH   SOLE   99,000 0 0
WESTERN DIGITAL CORP COM 958102105 2,141 23,200 SH   SOLE   23,200 0 0