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
ADOBE INC COM 00724F101 16,819 52,849 SH   SOLE   52,849 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36,969 190,092 SH   SOLE   190,092 0 0
ALLERGAN PLC SHS G0177J108 22,877 129,176 SH   SOLE   129,176 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,345 12,356 SH   SOLE   12,356 0 0
ALPHABET INC CAP STK CL A 02079K305 76 65 SH   SOLE   65 0 0
ALPHABET INC CAP STK CL C 02079K107 18,803 16,170 SH   SOLE   16,170 0 0
AMAZON COM INC COM 023135106 39,679 20,351 SH   SOLE   20,351 0 0
AON PLC SHS CL A G0408V102 1,104 6,691 SH   SOLE   6,691 0 0
APPLE INC COM 037833100 19,790 77,823 SH   SOLE   77,823 0 0
AUTODESK INC COM 052769106 770 4,932 SH   SOLE   4,932 0 0
BAIDU INC SPON ADR REP A 056752108 9,005 89,346 SH   SOLE   89,346 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,592 112,630 SH   SOLE   112,630 0 0
BLACKROCK INC COM 09247X101 1,223 2,779 SH   SOLE   2,779 0 0
BOOKING HLDGS INC COM 09857L108 1,586 1,179 SH   SOLE   1,179 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,218 12,841 SH   SOLE   12,841 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 671 15,168 SH   SOLE   15,168 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 21,098 48,356 SH   SOLE   48,356 0 0
COCA COLA CO COM 191216100 55 1,250 SH   SOLE   1,250 0 0
COLGATE PALMOLIVE CO COM 194162103 50 750 SH   SOLE   750 0 0
CROWN HLDGS INC COM 228368106 1,353 23,317 SH   SOLE   23,317 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 812 10,045 SH   SOLE   10,045 0 0
EBAY INC COM 278642103 40 1,325 SH   SOLE   1,325 0 0
EXELON CORP COM 30161N101 749 20,337 SH   SOLE   20,337 0 0
FACEBOOK INC CL A 30303M102 18,781 112,596 SH   SOLE   112,596 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,247 18,472 SH   SOLE   18,472 0 0
GENERAL ELECTRIC CO COM 369604103 15 1,900 SH   SOLE   1,900 0 0
GODADDY INC CL A 380237107 2,521 44,148 SH   SOLE   44,148 0 0
HCA HEALTHCARE INC COM 40412C101 452 5,028 SH   SOLE   5,028 0 0
HD SUPPLY HLDGS INC COM 40416M105 697 24,516 SH   SOLE   24,516 0 0
HESS CORP COM 42809H107 871 26,142 SH   SOLE   26,142 0 0
JOHNSON & JOHNSON COM 478160104 66 500 SH   SOLE   500 0 0
KIMBERLY CLARK CORP COM 494368103 58 450 SH   SOLE   450 0 0
LPL FINL HLDGS INC COM 50212V100 905 16,634 SH   SOLE   16,634 0 0
MARKEL CORP COM 570535104 1,101 1,187 SH   SOLE   1,187 0 0
MASTERCARD INC CL A 57636Q104 17,276 71,518 SH   SOLE   71,518 0 0
MICRON TECHNOLOGY INC COM 595112103 7,639 181,613 SH   SOLE   181,613 0 0
MICROSOFT CORP COM 594918104 41,314 261,960 SH   SOLE   261,960 0 0
MOODYS CORP COM 615369105 776 3,667 SH   SOLE   3,667 0 0
M & T BK CORP COM 55261F104 975 9,427 SH   SOLE   9,427 0 0
MYLAN NV SHS EURO N59465109 723 48,510 SH   SOLE   48,510 0 0
NETFLIX INC COM 64110L106 1,798 4,789 SH   SOLE   4,789 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 863 9,968 SH   SOLE   9,968 0 0
NOVARTIS A G SPONSORED ADR 66987V109 49 600 SH   SOLE   600 0 0
ONEMAIN HLDGS INC COM 68268W103 635 33,228 SH   SOLE   33,228 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 787 2,613 SH   SOLE   2,613 0 0
PAYPAL HLDGS INC COM 70450Y103 127 1,325 SH   SOLE   1,325 0 0
PFIZER INC COM 717081103 49 1,500 SH   SOLE   1,500 0 0
PROCTER & GAMBLE CO COM 742718109 66 600 SH   SOLE   600 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569 296 4,000 SH   SOLE   4,000 0 0
SALESFORCE COM INC COM 79466L302 14,143 98,228 SH   SOLE   98,228 0 0
SAREPTA THERAPEUTICS INC COM 803607100 815 8,333 SH   SOLE   8,333 0 0
SCHWAB CHARLES CORP COM 808513105 743 22,112 SH   SOLE   22,112 0 0
SERVICENOW INC COM 81762P102 8,873 30,961 SH   SOLE   30,961 0 0
STATE STR CORP COM 857477103 709 13,310 SH   SOLE   13,310 0 0
TESLA INC COM 88160R101 79 150 SH   SOLE   150 0 0
TRANSDIGM GROUP INC COM 893641100 1,433 4,476 SH   SOLE   4,476 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,305 46,758 SH   SOLE   46,758 0 0
UNILEVER N V N Y SHS NEW 904784709 59 1,200 SH   SOLE   1,200 0 0
US FOODS HLDG CORP COM 912008109 457 25,791 SH   SOLE   25,791 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 18 1,300 SH   SOLE   1,300 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 822 4,838 SH   SOLE   4,838 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 390 9,250 SH   SOLE   9,250 0 0
WORKDAY INC CL A 98138H101 5,165 39,660 SH   SOLE   39,660 0 0
YANDEX N V SHS CLASS A N97284108 3,678 108,018 SH   SOLE   108,018 0 0