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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AGILENT TECHNOLOGIES INCCOM00846U10110,534119,200SH SOLE 119,20000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1029,70745,000SH SOLE 45,00000
ALPHABET INCCAP STK CL C02079K10724,74517,505SH SOLE 1,75000
AMAZON COM INCCOM02313510621,4557,777SH SOLE 7,77700
AMERICAN EXPRESS COCOM0258161096,66470,000SH SOLE 70,00000
AMERICAN TOWER CORP NEWCOM03027X10019,73276,320SH SOLE 76,32000
CHARTER COMMUNICATIONS INC NCL A16119P1086121,200SH SOLE 1,20000
COPART INCCOM2172041069,093109,200SH SOLE 109,20000
DUKE ENERGY CORP NEWCOM NEW26441C20411,984150,000SH SOLE 150,00000
FIDELITY NATL INFORMATION SVCOM31620M1066,70550,000SH SOLE 50,00000
FIRSTENERGY CORPCOM33793210711,642300,200SH SOLE 300,20000
FLEETCOR TECHNOLOGIES INCCOM3390411054,98019,800SH SOLE 19,80000
KEYSIGHT TECHNOLOGIES INCCOM49338L1034,23342,000SH SOLE 42,00000
IAA INCCOM44925310360215,600SH SOLE 15,60000
INTERCONTINENTAL EXCHANGE INCOM45866F1043,66440,000SH SOLE 40,00000
ISHARES TRCORE S&P TTL STK4642871502,08330,000SH SOLE 30,00000
KINDER MORGAN INC DELCOM49456B1019,041596,000SH SOLE 596,00000
LYFT INCCL A COM55087P1042,47675,000SH SOLE 75,00000
MASTERCARD INCORPORATEDCL A57636Q1048,21527,780SH SOLE 27,78000
MICROSOFT CORPCOM59491810427,091133,117SH SOLE 133,11700
MONDELEZ INTL INCCL A60920710582816,200SH SOLE 16,20000
NOMAD FOODS LTDUSD ORD SHSG6564A1057,079330,000SH SOLE 330,00000
S&P GLOBAL INCCOM78409V10415,90948,284SH SOLE 48,28400
SPDR GOLD TRGOLD SHS78463V10715,56593,000SH SOLE 93,00000
SCIENTIFIC GAMES CORPCOM80874P1091,19277,100SH SOLE 77,10000
VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427751,61934,000SH SOLE 34,00000
WARNER MUSIC GROUP CORPCOM CL A93455020329510,000SH SOLE 10,00000
INTERNATIONAL SEAWAYS INCCOMY4105310281750,000SH SOLE 50,00000
SCORPIO TANKERS INCSHSY7542C13064150,000SH SOLE 50,00000
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8868,465150,000SH SOLE 150,00000
VISA INCCOM CL A92826C8395,79530,000SH SOLE 30,00000