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
ALASKA AIR GROUP INC COM 011659109 4,286 56,200 SH   SOLE   0 0 56,200
ALPHABET INC CAP STK CL A 02079K305 15,798 16,224 SH   SOLE   0 0 16,224
BANK AMER CORP COM 060505104 34,405 1,357,747 SH   SOLE   0 0 1,357,747
BARD C R INC COM 067383109 16,961 52,921 SH   SOLE   0 0 52,921
BECTON DICKINSON & CO COM 075887109 2,253 11,500 SH   SOLE   0 0 11,500
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 43,778 1,311,890 SH   SOLE   0 0 1,311,890
BLACKSTONE MTG TR INC COM CL A 09257W100 46,967 1,514,094 SH   SOLE   0 0 1,514,094
COMCAST CORP NEW CL A 20030N101 91,342 2,373,746 SH   SOLE   0 0 2,373,746
JPMORGAN CHASE & CO COM 46625H100 27,485 287,772 SH   SOLE   0 0 287,772
KKR & CO L P DEL COM UNITS 48248M102 12,028 591,650 SH   SOLE   0 0 591,650
MICROSOFT CORP COM 594918104 26,634 357,545 SH   SOLE   0 0 357,545
NIKE INC CL B 654106103 16,611 320,360 SH   SOLE   0 0 320,360
S&P GLOBAL INC COM 78409V104 53,024 339,225 SH   SOLE   0 0 339,225
STRYKER CORP COM 863667101 36,175 254,715 SH   SOLE   0 0 254,715
VISA INC COM CL A 92826C839 58,259 553,580 SH   SOLE   0 0 553,580