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 COMMON STOCK 00724F101 4,674 14,688 SH   SOLE   14,688 0 0
AMAZON.COM INC COMMON STOCK 023135106 15,335 7,865 SH   SOLE   7,865 0 0
ARISTA NETWORKS INC COMMON STOCK 040413106 772 3,812 SH   SOLE   3,812 0 0
ANTHEM INC COMMON STOCK 036752103 9,359 41,220 SH   SOLE   41,220 0 0
APPIAN CORP COMMON STOCK 03782L101 832 20,675 SH   SOLE   20,675 0 0
AVNET INC COMMON STOCK 053807103 5,295 210,949 SH   SOLE   210,949 0 0
ALTERYX INC - CLASS A COMMON STOCK 02156B103 866 9,099 SH   SOLE   9,099 0 0
ASTRAZENECA PLC-SPONS ADR ADR 046353108 11,514 257,807 SH   SOLE   257,807 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 8,949 46,017 SH   SOLE   46,017 0 0
BANK OF AMERICA CORP COMMON STOCK 060505104 3,139 147,869 SH   SOLE   147,869 0 0
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 084670702 10,762 58,866 SH   SOLE   58,866 0 0
BOSTON SCIENTIFIC CORP COMMON STOCK 101137107 3,310 101,442 SH   SOLE   101,442 0 0
CITIGROUP INC COMMON STOCK 172967424 4,196 99,630 SH   SOLE   99,630 0 0
CLEAR CHANNEL OUTDOOR HOLDIN COMMON STOCK 18453H106 59 92,914 SH   SOLE   92,914 0 0
CERIDIAN HCM HOLDING INC COMMON STOCK 15677J108 481 9,604 SH   SOLE   9,604 0 0
CHEGG INC COMMON STOCK 163092109 681 19,035 SH   SOLE   19,035 0 0
CNX RESOURCES CORP COMMON STOCK 12653C108 5,013 942,371 SH   SOLE   942,371 0 0
COUPA SOFTWARE INC COMMON STOCK 22266L106 1,049 7,505 SH   SOLE   7,505 0 0
CREE INC COMMON STOCK 225447101 428 12,060 SH   SOLE   12,060 0 0
CENTURYLINK INC COMMON STOCK 156700106 7,645 808,102 SH   SOLE   808,102 0 0
DATADOG INC - CLASS A COMMON STOCK 23804L103 20,306 564,365 SH   SOLE   564,365 0 0
DIAGEO PLC-SPONSORED ADR ADR 25243Q205 4,782 37,615 SH   SOLE   37,615 0 0
WALT DISNEY CO/THE COMMON STOCK 254687106 4,094 42,386 SH   SOLE   42,386 0 0
MASONITE INTERNATIONAL CORP COMMON STOCK 575385109 4,994 105,239 SH   SOLE   105,239 0 0
DYNATRACE INC COMMON STOCK 268150109 698 29,275 SH   SOLE   29,275 0 0
ISHARES MSCI EAFE ETF ETP 464287465 535 10,000 SH   SOLE   10,000 0 0
EQUITABLE HOLDINGS INC COMMON STOCK 29452E101 4,257 294,586 SH   SOLE   294,586 0 0
ENERGY TRANSFER LP MLP 29273V100 48 10,371 SH   SOLE   10,371 0 0
FACEBOOK INC-CLASS A COMMON STOCK 30303M102 5,781 34,659 SH   SOLE   34,659 0 0
FEDEX CORP COMMON STOCK 31428X106 5,152 42,485 SH   SOLE   42,485 0 0
FIDELITY NATIONAL INFO SERV COMMON STOCK 31620M106 3,945 32,431 SH   SOLE   32,431 0 0
FREDDIE MAC COMMON STOCK 313400301 1,517 1,085,500 SH   SOLE   1,085,500 0 0
FINEMARK HOLDINGS INC COMMON STOCK 31788B108 653 31,075 SH   SOLE   31,075 0 0
FOX CORP - CLASS B COMMON STOCK 35137L204 3,326 145,380 SH   SOLE   145,380 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 5,485 690,768 SH   SOLE   690,768 0 0
GENESIS ENERGY L.P. MLP 371927104 43 10,982 SH   SOLE   10,982 0 0
ALPHABET INC-CL A COMMON STOCK 02079K305 13,424 11,553 SH   SOLE   11,553 0 0
GREENSKY INC-CLASS A COMMON STOCK 39572G100 305 79,927 SH   SOLE   79,927 0 0
HDFC BANK LTD-ADR ADR 40415F101 7,150 185,902 SH   SOLE   185,902 0 0
IHEARTMEDIA INC - CLASS A COMMON STOCK 45174J509 289 39,513 SH   SOLE   39,513 0 0
IHS MARKIT LTD COMMON STOCK G47567105 6,088 101,468 SH   SOLE   101,468 0 0
JD.COM INC-ADR ADR 47215P106 4,190 103,447 SH   SOLE   103,447 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 5,270 40,191 SH   SOLE   40,191 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 6,720 74,638 SH   SOLE   74,638 0 0
COCA-COLA CO/THE COMMON STOCK 191216100 4,203 94,987 SH   SOLE   94,987 0 0
LENNAR CORP-A COMMON STOCK 526057104 2,872 75,180 SH   SOLE   75,180 0 0
L3HARRIS TECHNOLOGIES INC COMMON STOCK 502431109 3,732 20,717 SH   SOLE   20,717 0 0
LIVONGO HEALTH INC COMMON STOCK 539183103 591 20,724 SH   SOLE   20,724 0 0
MASTERCARD INC - A COMMON STOCK 57636Q104 10,119 41,891 SH   SOLE   41,891 0 0
MGM HOLDINGS INC-VTG A COMMON STOCK 55303C101 0 15,000 SH   SOLE   15,000 0 0
MIMECAST LTD COMMON STOCK G14838109 423 11,984 SH   SOLE   11,984 0 0
MONSTER BEVERAGE CORP COMMON STOCK 61174X109 3,573 63,513 SH   SOLE   63,513 0 0
MICROSOFT CORP COMMON STOCK 594918104 5,176 32,819 SH   SOLE   32,819 0 0
MATCH GROUP INC COMMON STOCK 57665R106 664 10,056 SH   SOLE   10,056 0 0
NEW FORTRESS ENERGY LLC COMMON STOCK 644393100 6,998 714,803 SH   SOLE   714,803 0 0
NETFLIX INC COMMON STOCK 64110L106 7,193 19,157 SH   SOLE   19,157 0 0
NIO INC - ADR ADR 62914V106 2,597 934,072 SH   SOLE   934,072 0 0
SERVICENOW INC COMMON STOCK 81762P102 8,476 29,578 SH   SOLE   29,578 0 0
NUTANIX INC - A COMMON STOCK 67059N108 354 22,381 SH   SOLE   22,381 0 0
NVIDIA CORP COMMON STOCK 67066G104 520 1,972 SH   SOLE   1,972 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109 10,069 122,117 SH   SOLE   122,117 0 0
PLAINS GP HOLDINGS LP-CL A COMMON STOCK 72651A207 57 10,246 SH   SOLE   10,246 0 0
PACIFIC ENTERPRISE BANCORP COMMON STOCK 69403V109 530 36,900 SH   SOLE   36,900 0 0
PEGASYSTEMS INC COMMON STOCK 705573103 595 8,351 SH   SOLE   8,351 0 0
PEPSICO INC COMMON STOCK 713448108 4,984 41,500 SH   SOLE   41,500 0 0
PROCTER & GAMBLE CO/THE COMMON STOCK 742718109 5,320 48,360 SH   SOLE   48,360 0 0
PROGRESSIVE CORP COMMON STOCK 743315103 4,403 59,623 SH   SOLE   59,623 0 0
PRIMERICA INC COMMON STOCK 74164M108 2,412 27,259 SH   SOLE   27,259 0 0
PETROQUEST ENERGY INC COMMON STOCK 716748405 0 190,316 SH   SOLE   190,316 0 0
RAYMOND JAMES FINANCIAL INC COMMON STOCK 754730109 5,476 86,646 SH   SOLE   86,646 0 0
RINGCENTRAL INC-CLASS A COMMON STOCK 76680R206 1,089 5,137 SH   SOLE   5,137 0 0
ROKU INC COMMON STOCK 77543R102 1,376 15,726 SH   SOLE   15,726 0 0
SHOPIFY INC - CLASS A COMMON STOCK 82509L107 1,089 2,611 SH   SOLE   2,611 0 0
SANOFI-ADR ADR 80105N105 3,749 85,747 SH   SOLE   85,747 0 0
TAL EDUCATION GROUP- ADR ADR 874080104 6,976 130,983 SH   SOLE   130,983 0 0
TOTAL SA-SPON ADR ADR 89151E109 4,081 109,593 SH   SOLE   109,593 0 0
TWILIO INC - A COMMON STOCK 90138F102 1,690 18,888 SH   SOLE   18,888 0 0
UBER TECHNOLOGIES INC COMMON STOCK 90353T100 4,395 157,398 SH   SOLE   157,398 0 0
UNITI GROUP INC REIT 91325V108 265 44,000 SH   SOLE   44,000 0 0
VISA INC-CLASS A SHARES COMMON STOCK 92826C839 3,374 20,944 SH   SOLE   20,944 0 0
VANGUARD FTSE DEVELOPED ETF ETP 921943858 8,069 242,018 SH   SOLE   242,018 0 0
VANGUARD TOT WORLD STK ETF ETP 922042742 1,129 17,981 SH   SOLE   17,981 0 0
VANGUARD TOTAL STOCK MKT ETF ETP 922908769 88,631 687,544 SH   SOLE   687,544 0 0
58.COM INC-ADR ADR 31680Q104 378 7,768 SH   SOLE   7,768 0 0
AMARIN CORP PLC COMMON STOCK 023111906 600 150,000 SH Call SOLE   150,000 0 0
ISHARES MSCI EAFE ETF ETP 464287905 22,720 425,000 SH Call SOLE   425,000 0 0
INVESCO QQQ TRUST SERIES 1 ETP 46090E903 47,600 250,000 SH Call SOLE   250,000 0 0