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
ACTIVISION BLIZZARD INC COM 00507V109 3,776 40,600 SH   SOLE   40,600 0 0
ALPHABET INC CAP STK CL A 02079K305 9,302 4,510 SH   SOLE   4,510 0 0
ALPHABET INC CAP STK CL C 02079K107 3,570 1,726 SH   SOLE   0 0 1,726
AMAZON COM INC COM 023135106 5,124 1,656 SH   SOLE   1,656 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,514 14,700 SH   SOLE   14,700 0 0
AMGEN INC COM 031162100 3,467 13,934 SH   SOLE   13,934 0 0
APPLE INC COM 037833100 12,805 104,828 SH   SOLE   104,828 0 0
AT&T INC COM 00206R102 3,728 123,133 SH   SOLE   123,133 0 0
BK OF AMERICA CORP COM 060505104 12,672 327,513 SH   SOLE   327,513 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,315 5,149 SH   SOLE   5,149 0 0
BERRY GLOBAL GROUP INC COM 08579W103 4,144 67,500 SH   SOLE   67,500 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 8,514 114,229 SH   SOLE   114,229 0 0
BOEING CO COM 097023105 1,529 6,000 SH   SOLE   6,000 0 0
BROADCOM INC COM 11135F101 11,013 23,753 SH   SOLE   23,753 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,847 30,240 SH   SOLE   30,240 0 0
CITIGROUP INC COM NEW 172967424 6,541 89,911 SH   SOLE   89,911 0 0
CYRUSONE INC COM 23283R100 1,693 25,000 SH   SOLE   25,000 0 0
DISNEY WALT CO COM DISNEY 254687106 3,949 21,402 SH   SOLE   21,402 0 0
EOG RES INC COM 26875P101 1,378 19,000 SH   SOLE   19,000 0 0
EQUINIX INC COM 29444U700 4,417 6,500 SH   SOLE   6,500 0 0
FACEBOOK INC CL A 30303M102 6,514 22,116 SH   SOLE   22,116 0 0
GENERAL MTRS CO COM 37045V100 694 12,083 SH   SOLE   12,083 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,234 16,005 SH   SOLE   16,005 0 0
HOME DEPOT INC COM 437076102 6,538 21,417 SH   SOLE   21,417 0 0
HONEYWELL INTL INC COM 438516106 4,559 21,000 SH   SOLE   21,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,956 4,000 SH   SOLE   4,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 30,173 213,000 SH   SOLE   213,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 1,220 75,000 SH   SOLE   75,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 8,418 157,816 SH   SOLE   157,816 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 15,557 70,411 SH   SOLE   70,411 0 0
ISHARES TR RUS MID CAP ETF 464287499 14,281 193,160 SH   SOLE   193,160 0 0
JPMORGAN CHASE & CO COM 46625H100 6,544 42,992 SH   SOLE   42,992 0 0
LOCKHEED MARTIN CORP COM 539830109 4,305 11,650 SH   SOLE   11,650 0 0
LOWES COS INC COM 548661107 1,165 6,126 SH   SOLE   6,126 0 0
LYFT INC CL A COM 55087P104 1,643 26,000 SH   SOLE   26,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,596 24,281 SH   SOLE   24,281 0 0
MGM RESORTS INTERNATIONAL COM 552953101 7,229 190,273 SH   SOLE   190,273 0 0
MEDTRONIC PLC SHS G5960L103 4,265 36,100 SH   SOLE   36,100 0 0
MICRON TECHNOLOGY INC COM 595112103 12,136 137,584 SH   SOLE   137,584 0 0
MICROSOFT CORP COM 594918104 4,406 18,689 SH   SOLE   18,689 0 0
MORGAN STANLEY COM NEW 617446448 3,076 39,600 SH   SOLE   39,600 0 0
NETFLIX INC COM 64110L106 2,193 4,204 SH   SOLE   4,204 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 1,785 65,000 SH   SOLE   65,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,083 75,500 SH   SOLE   75,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,660 18,179 SH   SOLE   18,179 0 0
PALO ALTO NETWORKS INC COM 697435105 6,672 20,716 SH   SOLE   20,716 0 0
PAYPAL HLDGS INC COM 70450Y103 12,409 51,100 SH   SOLE   51,100 0 0
PENN NATL GAMING INC COM 707569109 6,395 61,000 SH   SOLE   61,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 1,544 11,534 SH   SOLE   11,534 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 2,942 402,990 SH   SOLE   402,990 0 0
PLYMOUTH INDL REIT INC COM 729640102 1,921 114,000 SH   SOLE   114,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 76,462 239,595 SH   SOLE   239,595 0 0
POSTAL REALTY TRUST INC CL A 73757R102 275 16,000 SH   SOLE   16,000 0 0
SALESFORCE COM INC COM 79466L302 3,899 18,400 SH   SOLE   18,400 0 0
SERVICE CORP INTL COM 817565104 1,991 39,000 SH   SOLE   39,000 0 0
SERVICENOW INC COM 81762P102 3,501 7,000 SH   SOLE   7,000 0 0
SOTERA HEALTH CO COM 83601L102 3,269 131,000 SH   SOLE   131,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,399 15,000 SH   SOLE   15,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 27,763 70,050 SH   SOLE   70,050 0 0
SPLUNK INC COM 848637104 2,378 17,550 SH   SOLE   17,550 0 0
STARBUCKS CORP COM 855244109 1,431 13,098 SH   SOLE   13,098 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,705 12,500 SH   SOLE   12,500 0 0
TRIPADVISOR INC COM 896945201 526 9,780 SH   SOLE   9,780 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,023 13,500 SH   SOLE   13,500 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,896 36,700 SH   SOLE   36,700 0 0
VALERO ENERGY CORP COM 91913Y100 1,611 22,500 SH   SOLE   22,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,169 19,400 SH   SOLE   19,400 0 0
VISA INC COM CL A 92826C839 4,954 23,400 SH   SOLE   23,400 0 0
WABTEC COM 929740108 2,796 35,325 SH   SOLE   35,325 0 0
WILLIAMS COS INC COM 969457100 5,887 248,500 SH   SOLE   248,500 0 0
XYLEM INC COM 98419M100 3,655 34,750 SH   SOLE   34,750 0 0