The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ACTIVISION BLIZZARD | COM | 00507V109 | 39,447 | 424,156 | SH | SOLE | 0 | 0 | 424,156 | ||
ADIENT PLC | COM | G0084W101 | 15,132 | 342,355 | SH | SOLE | 0 | 0 | 342,355 | ||
ALPHABET INC | COM | 02079K107 | 113,096 | 54,672 | SH | SOLE | 0 | 0 | 54,672 | ||
AMAZON COM INC | COM | 023135106 | 35,347 | 11,424 | SH | SOLE | 0 | 0 | 11,424 | ||
AMERICAN WELL CORP | COM | 03044L105 | 34,179 | 1,967,677 | SH | SOLE | 0 | 0 | 1,967,677 | ||
APPLE INC | COM | 037833100 | 118,760 | 972,244 | SH | SOLE | 0 | 0 | 972,244 | ||
BAIDU INC | SPON ADR | 056752108 | 25,018 | 115,000 | SH | SOLE | 0 | 0 | 115,000 | ||
BLACK KNIGHT INC | COM | 09215C105 | 38,845 | 525,000 | SH | SOLE | 0 | 0 | 525,000 | ||
BLACKSTONE GROUP INC | COM | 09260D107 | 8,916 | 119,623 | SH | SOLE | 0 | 0 | 119,623 | ||
CANNAE HLDGS INC | COM | 13765N107 | 31,696 | 800,000 | SH | SOLE | 0 | 0 | 800,000 | ||
CAPITOL FED FINL INC | COM | 14057J101 | 2,649 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
CENTENE CORP DEL | COM | 15135B101 | 184,129 | 2,881,069 | SH | SOLE | 0 | 0 | 2,881,069 | ||
CHARTER COMMUNICATIO | COM | 16119P108 | 19,645 | 31,839 | SH | SOLE | 0 | 0 | 31,839 | ||
CISCO SYS INC | COM | 17275R102 | 10,374 | 200,610 | SH | SOLE | 0 | 0 | 200,610 | ||
CITIGROUP INC | COM | 172967424 | 16,415 | 225,633 | SH | SOLE | 0 | 0 | 225,633 | ||
COMCAST CORP NEW | COM | 20030N101 | 16,603 | 306,837 | SH | SOLE | 0 | 0 | 306,837 | ||
COSTAR GROUP INC | COM | 22160N109 | 11,874 | 14,447 | SH | SOLE | 0 | 0 | 14,447 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,384 | 3,926 | SH | SOLE | 0 | 0 | 3,926 | ||
CROSSFIRST BANKSHARE | COM | 22766M109 | 4,839 | 350,878 | SH | SOLE | 0 | 0 | 350,878 | ||
CROWN CASTLE INTL CO | COM | 22822V101 | 10,770 | 62,569 | SH | SOLE | 0 | 0 | 62,569 | ||
DISNEY WALT CO | COM | 254687106 | 273 | 1,480 | SH | SOLE | 0 | 0 | 1,480 | ||
EBAY INC. | COM | 278642103 | 25,598 | 418,000 | SH | SOLE | 0 | 0 | 418,000 | ||
ELANCO ANIMAL HEALTH | COM | 28414H103 | 154,741 | 5,254,355 | SH | SOLE | 0 | 0 | 5,254,355 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 69,746 | 515,225 | SH | SOLE | 0 | 0 | 515,225 | ||
ENTERPRISE PRODS PAR | COM | 293792107 | 8,814 | 400,266 | SH | SOLE | 0 | 0 | 400,266 | ||
HONEYWELL INTL INC | COM | 438516106 | 10,942 | 50,410 | SH | SOLE | 0 | 0 | 50,410 | ||
HUMANA INC | COM | 444859102 | 55,724 | 132,914 | SH | SOLE | 0 | 0 | 132,914 | ||
IHS MARKIT LTD | SHS | G47567105 | 3,406 | 35,192 | SH | SOLE | 0 | 0 | 35,192 | ||
INTEL CORP | COM | 458140100 | 8,952 | 139,868 | SH | SOLE | 0 | 0 | 139,868 | ||
INTUITIVE SURGICAL I | COM | 46120E602 | 7,646 | 10,347 | SH | SOLE | 0 | 0 | 10,347 | ||
ISHARES TR SELECT DIVD ETF | ETF | 464287168 | 510 | 4,473 | SH | SOLE | 0 | 0 | 4,473 | ||
ISHARES TR CORE S&P SCP | ETF | 464287804 | 7,169 | 66,060 | SH | SOLE | 0 | 0 | 66,060 | ||
ISHARES TR RUS 200 GRW | ETF | 464287648 | 10,631 | 35,350 | SH | SOLE | 0 | 0 | 35,350 | ||
ISHARES TR RUSSELL 2000 | ETF | 464287655 | 22,735 | 102,900 | SH | SOLE | 0 | 0 | 102,900 | ||
JOHNSON & JOHNSON | COM | 478160104 | 9,267 | 56,386 | SH | SOLE | 0 | 0 | 56,386 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 20,724 | 136,134 | SH | SOLE | 0 | 0 | 136,134 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 41,855 | 688,860 | SH | SOLE | 0 | 0 | 688,860 | ||
LIBERTY BROADBAND COM SER C | COM | 530307305 | 15,965 | 106,325 | SH | SOLE | 0 | 0 | 106,325 | ||
LILLY ELI & CO | COM | 532457108 | 8,523 | 45,622 | SH | SOLE | 0 | 0 | 45,622 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 8,053 | 21,794 | SH | SOLE | 0 | 0 | 21,794 | ||
LOWES COS INC | COM | 548661107 | 8,962 | 47,124 | SH | SOLE | 0 | 0 | 47,124 | ||
MASTERCARD INCORPORA | COM | 57636Q104 | 1,938 | 5,443 | SH | SOLE | 0 | 0 | 5,443 | ||
MCDONALDS CORP | COM | 580135101 | 9,337 | 41,656 | SH | SOLE | 0 | 0 | 41,656 | ||
MICROSOFT CORP | COM | 594918104 | 67,606 | 286,747 | SH | SOLE | 0 | 0 | 286,747 | ||
NIKE INC | COM | 654106103 | 10,844 | 81,602 | SH | SOLE | 0 | 0 | 81,602 | ||
NVIDIA CORPORATION | COM | 67066G104 | 2,212 | 4,143 | SH | SOLE | 0 | 0 | 4,143 | ||
NXP SEMICONDUCTORS N | COM | N6596X109 | 13,717 | 68,130 | SH | SOLE | 0 | 0 | 68,130 | ||
OGE ENERGY CORP | COM | 670837103 | 8,254 | 255,071 | SH | SOLE | 0 | 0 | 255,071 | ||
OREILLY AUTOMOTIVE I | COM | 67103H107 | 117,772 | 232,178 | SH | SOLE | 0 | 0 | 232,178 | ||
PAYCHEX INC | COM | 704326107 | 12,698 | 129,543 | SH | SOLE | 0 | 0 | 129,543 | ||
PEPSICO INC | COM | 713448108 | 9,089 | 64,256 | SH | SOLE | 0 | 0 | 64,256 | ||
PRICE T ROWE GROUP I | COM | 74144T108 | 9,997 | 58,255 | SH | SOLE | 0 | 0 | 58,255 | ||
PROCTER AND GAMBLE C | COM | 742718109 | 10,917 | 80,613 | SH | SOLE | 0 | 0 | 80,613 | ||
RAYTHEON TECHNOLOGIE | COM | 75513E101 | 10,659 | 137,941 | SH | SOLE | 0 | 0 | 137,941 | ||
S&P GLOBAL INC | COM | 78409V104 | 13,867 | 39,297 | SH | SOLE | 0 | 0 | 39,297 | ||
SALESFORCE COM INC | COM | 79466L302 | 11,357 | 53,604 | SH | SOLE | 0 | 0 | 53,604 | ||
SCHLUMBERGER LTD | COM | 806857108 | 8,906 | 327,530 | SH | SOLE | 0 | 0 | 327,530 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 21,617 | 354,037 | SH | SOLE | 0 | 0 | 354,037 | ||
SPDR INDEX SHS FDS PORTFOLIO EMG MKT | ETF | 78463X509 | 279 | 6,376 | SH | SOLE | 0 | 0 | 6,376 | ||
SPDR INDEX SHS FDS PORTFOLIO DEVLPD | ETF | 78463X889 | 364 | 10,308 | SH | SOLE | 0 | 0 | 10,308 | ||
SPDR SERIES TRUST BLOOMBERG BRC | ETF | 78468R200 | 910 | 29,694 | SH | SOLE | 0 | 0 | 29,694 | ||
SPDR SERIES TRUST PRTFLO S&P 500 | ETF | 78464A854 | 1,085 | 23,288 | SH | SOLE | 0 | 0 | 23,288 | ||
SPDR SER TR PRTFLO S&P 500 HI | ETF | 78468R788 | 226 | 5,871 | SH | SOLE | 0 | 0 | 5,871 | ||
SPDR SER TR PORTFOLIO S&P600 | ETF | 78468R853 | 240 | 5,668 | SH | SOLE | 0 | 0 | 5,668 | ||
STARBUCKS CORP | COM | 855244109 | 8,696 | 79,579 | SH | SOLE | 0 | 0 | 79,579 | ||
STELLANTIS N.V | SHS | N82405106 | 7,205 | 405,000 | SH | SOLE | 0 | 0 | 405,000 | ||
TEXAS INSTRS INC | COM | 882508104 | 11,617 | 61,467 | SH | SOLE | 0 | 0 | 61,467 | ||
UNITED PARCEL SERVIC | COM | 911312106 | 10,260 | 60,358 | SH | SOLE | 0 | 0 | 60,358 | ||
UNITEDHEALTH GROUP I | COM | 91324P102 | 236,240 | 634,935 | SH | SOLE | 0 | 0 | 634,935 | ||
VANGUARD BD INDEX FD TOTAL BND MRKT | ETF | 921937835 | 314 | 3,710 | SH | SOLE | 0 | 0 | 3,710 | ||
VANGUARD INDEX FDS TOTAL STK MKT | ETF | 922908769 | 3,140 | 15,190 | SH | SOLE | 0 | 0 | 15,190 | ||
VANGUARD INDEX FDS S&P 500 ETF | ETF | 922908363 | 296 | 813 | SH | SOLE | 0 | 0 | 813 | ||
VANGUARD INTL EQUITY ALL WRLD EX US | ETF | 922042775 | 375 | 6,177 | SH | SOLE | 0 | 0 | 6,177 | ||
VANGUARD SCOTTSDALE RUS2000IDX | ETF | 92206C664 | 808 | 4,533 | SH | SOLE | 0 | 0 | 4,533 | ||
VANGUARD WHITEHALL HIGH DIV YLD | ETF | 921946406 | 1,797 | 17,777 | SH | SOLE | 0 | 0 | 17,777 | ||
VEEVA SYS INC | COM | 922475108 | 8,816 | 33,746 | SH | SOLE | 0 | 0 | 33,746 | ||
VERIZON COMMUNICATIO | COM | 92343V104 | 8,717 | 149,906 | SH | SOLE | 0 | 0 | 149,906 | ||
VISA INC | COM | 92826C839 | 1,622 | 7,662 | SH | SOLE | 0 | 0 | 7,662 | ||
WELLS FARGO CO NEW | COM | 949746101 | 39,973 | 1,023,108 | SH | SOLE | 0 | 0 | 1,023,108 | ||
ZILLOW GROUP INC | COM | 98954M200 | 129,583 | 999,557 | SH | SOLE | 0 | 0 | 999,557 |