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
ABBVIE INC COM 00287Y109 32 329 SH   SOLE   329 0 0
ADOBE INC COM 00724F101 23,467 53,908 SH   SOLE   53,908 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 41,359 191,743 SH   SOLE   191,743 0 0
ALPHABET INC CAP STK CL A 02079K305 92 65 SH   SOLE   65 0 0
ALPHABET INC CAP STK CL C 02079K107 24,747 17,506 SH   SOLE   17,506 0 0
ALTERYX INC COM CL A 02156B103 639 3,891 SH   SOLE   3,891 0 0
ALTICE USA INC CL A 02156K103 1,886 83,684 SH   SOLE   83,684 0 0
AMAZON COM INC COM 023135106 52,335 18,970 SH   SOLE   18,970 0 0
AMERICAN EXPRESS CO COM 025816109 11,938 125,400 SH   SOLE   125,400 0 0
AMERICAN TOWER CORP NEW COM 03027X100 593 2,295 SH   SOLE   2,295 0 0
APPLE INC COM 037833100 28,297 77,569 SH   SOLE   77,569 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 556 3,756 SH   SOLE   3,756 0 0
AUTODESK INC COM 052769106 668 2,791 SH   SOLE   2,791 0 0
BAIDU INC SPON ADR REP A 056752108 10,710 89,336 SH   SOLE   89,336 0 0
BANK OF AMERICA ORD (NYQ) COM 060505104 11,704 492,800 SH   SOLE   492,800 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,722 138,493 SH   SOLE   138,493 0 0
BOOKING HOLDINGS INC COM 09857L108 545 342 SH   SOLE   342 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 565 4,480 SH   SOLE   4,480 0 0
CANADIAN PAC RY LTD COM 13645T100 597 2,337 SH   SOLE   2,337 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 23,819 46,701 SH   SOLE   46,701 0 0
CLOUDFLARE INC CL A COM 18915M107 2,023 54,678 SH   SOLE   54,678 0 0
COCA COLA CO COM 191216100 56 1,250 SH   SOLE   1,250 0 0
COLGATE PALMOLIVE CO COM 194162103 55 750 SH   SOLE   750 0 0
COPART INC COM 217204106 532 6,384 SH   SOLE   6,384 0 0
CROWN HLDGS INC COM 228368106 2,679 41,138 SH   SOLE   41,138 0 0
DANAHER CORPORATION COM 235851102 589 3,332 SH   SOLE   3,332 0 0
EBAY INC. COM 278642103 69 1,325 SH   SOLE   1,325 0 0
FACEBOOK INC CL A 30303M102 25,762 113,452 SH   SOLE   113,452 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,523 18,819 SH   SOLE   18,819 0 0
FISERV INC COM 337738108 2,387 24,455 SH   SOLE   24,455 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 575 2,286 SH   SOLE   2,286 0 0
GENERAL ELECTRIC CO COM 369604103 13 1,900 SH   SOLE   1,900 0 0
GODADDY INC CL A 380237107 2,480 33,815 SH   SOLE   33,815 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 30,445 274,653 SH   SOLE   274,653 0 0
HENRY JACK & ASSOC INC COM 426281101 517 2,812 SH   SOLE   2,812 0 0
HOLOGIC INC COM 436440101 582 10,203 SH   SOLE   10,203 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 643 11,561 SH   SOLE   11,561 0 0
INTEL CORP COM 458140100 11,323 189,250 SH   SOLE   189,250 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 403 14,685 SH   SOLE   14,685 0 0
JOHNSON & JOHNSON COM 478160104 70 500 SH   SOLE   500 0 0
JPMORGAN CHASE ORD (NYQ) COM 46625H100 11,522 122,500 SH   SOLE   122,500 0 0
KIMBERLY CLARK CORP COM 494368103 64 450 SH   SOLE   450 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 2,486 20,055 SH   SOLE   20,055 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 515 16,249 SH   SOLE   16,249 0 0
LINDE PLC SHS G5494J103 599 2,824 SH   SOLE   2,824 0 0
LPL FINL HLDGS INC COM 50212V100 619 7,894 SH   SOLE   7,894 0 0
MARKEL CORP COM 570535104 595 644 SH   SOLE   644 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,610 8,826 SH   SOLE   8,826 0 0
MERCADOLIBRE INC COM 58733R102 39,958 40,535 SH   SOLE   40,535 0 0
MICRON TECHNOLOGY INC COM 595112103 9,357 181,613 SH   SOLE   181,613 0 0
MICROSOFT CORP COM 594918104 53,168 261,256 SH   SOLE   261,256 0 0
MOODYS CORP COM 615369105 569 2,071 SH   SOLE   2,071 0 0
MYLAN NV SHS EURO N59465109 541 33,652 SH   SOLE   33,652 0 0
NETFLIX INC COM 64110L106 23,769 52,235 SH   SOLE   52,235 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 524 4,292 SH   SOLE   4,292 0 0
NEW YORK TIMES CO CL A 650111107 17,725 421,718 SH   SOLE   421,718 0 0
NOVARTIS AG SPONSORED ADR 66987V109 52 600 SH   SOLE   600 0 0
PAYPAL HLDGS INC COM 70450Y103 3,270 18,768 SH   SOLE   18,768 0 0
PFIZER INC COM 717081103 49 1,500 SH   SOLE   1,500 0 0
PPL CORP COM 69351T106 541 20,924 SH   SOLE   20,924 0 0
PROCTER AND GAMBLE CO COM 742718109 72 600 SH   SOLE   600 0 0
PROGRESSIVE CORP OHIO COM 743315103 560 6,987 SH   SOLE   6,987 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569 298 4,000 SH   SOLE   4,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 11,363 184,400 SH   SOLE   184,400 0 0
ROPER TECHNOLOGIES INC COM 776696106 573 1,477 SH   SOLE   1,477 0 0
SALESFORCE COM INC COM 79466L302 19,310 103,078 SH   SOLE   103,078 0 0
SAREPTA THERAPEUTICS INC COM 803607100 585 3,649 SH   SOLE   3,649 0 0
SCHWAB CHARLES CORP COM 808513105 543 16,100 SH   SOLE   16,100 0 0
SERVICENOW INC COM 81762P102 12,579 31,055 SH   SOLE   31,055 0 0
SHOPIFY INC CL A 82509L107 499 526 SH   SOLE   526 0 0
SPDR GOLD TR GOLD SHS 78463V107 65,107 389,000 SH   SOLE   389,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 393 6,958 SH   SOLE   6,958 0 0
SYNOPSYS INC COM 871607107 646 3,311 SH   SOLE   3,311 0 0
TESLA INC COM 88160R101 162 150 SH   SOLE   150 0 0
TRACTOR SUPPLY CO COM 892356106 657 4,983 SH   SOLE   4,983 0 0
UNILEVER N V N Y SHS NEW 904784709 12,423 233,200 SH   SOLE   233,200 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 537 4,441 SH   SOLE   4,441 0 0
VERISIGN INC COM 92343E102 507 2,450 SH   SOLE   2,450 0 0
VISA INC COM CL A 92826C839 24,416 126,398 SH   SOLE   126,398 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 21 1,300 SH   SOLE   1,300 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 435 9,250 SH   SOLE   9,250 0 0
WORKDAY INC CL A 98138H101 7,431 39,660 SH   SOLE   39,660 0 0
YANDEX N V SHS CLASS A N97284108 5,403 108,018 SH   SOLE   108,018 0 0