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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,593 32,633 SH   SOLE   0 0 32,633
AMAZON COM INC COM 023135106 6,612 2,100 SH   SOLE   0 0 2,100
APOLLO GLOBAL MGMT INC COM CL A 03768E105 23,604 527,457 SH   SOLE   0 0 527,457
BLACKSTONE GROUP INC COM CL A 09260D107 25,538 489,229 SH   SOLE   0 0 489,229
BLACKSTONE MTG TR INC COM CL A 09257W100 32,948 1,499,694 SH   SOLE   0 0 1,499,694
CANADIAN PAC RY LTD COM 13645T100 7,920 26,117 SH   SOLE   0 0 26,117
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,401 16,659 SH   SOLE   0 0 16,659
FACEBOOK INC CL A 30303M102 5,919 22,600 SH   SOLE   0 0 22,600
HDFC BANK LTD SPONSORED ADS 40415F101 1,594 31,900 SH   SOLE   0 0 31,900
MICROSOFT CORP COM 594918104 6,441 30,621 SH   SOLE   0 0 30,621
PAYPAL HLDGS INC COM 70450Y103 2,020 10,250 SH   SOLE   0 0 10,250
SUNRUN INC COM 86771W105 9,325 121,000 SH   SOLE   0 0 121,000
SOUTHWEST AIRLS CO COM 844741108 1,781 50,000 SH   SOLE   0 0 50,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,024 37,300 SH   SOLE   0 0 37,300
UNION PAC CORP COM 907818108 5,589 28,390 SH   SOLE   0 0 28,390
UNITEDHEALTH GROUP INC COM 91324P102 7,500 24,056 SH   SOLE   0 0 24,056