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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,991 26,000 SH   SOLE   26,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 675 10,000 SH   SOLE   10,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 569 3,000 SH   SOLE   3,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,652 9,000 SH   SOLE   9,000 0 0
ALPHABET INC CAP STK CL A 02079K305 6,098 5,880 SH   SOLE   5,880 0 0
ALPHABET INC CAP STK CL C 02079K107 2,786 2,700 SH   SOLE   2,700 0 0
ALTABA INC COM 021346101 926 12,500 SH   SOLE   12,500 0 0
ALTRIA GROUP INC COM 02209S103 455 7,300 SH   SOLE   7,300 0 0
AMAZON COM INC COM 023135106 8,395 5,800 SH   SOLE   5,800 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,088 20,000 SH   SOLE   20,000 0 0
APPLE INC COM 037833100 2,873 17,126 SH   SOLE   17,126 0 0
ARES CAP CORP COM 04010L103 1,587 100,000 SH   SOLE   100,000 0 0
ARES MGMT LP COM SHS REG INT 04014Y101 1,284 60,000 SH   SOLE   60,000 0 0
ATHENE HLDG LTD CL A G0684D107 958 20,037 SH   SOLE   20,037 0 0
BANK AMER CORP COM 060505104 1,500 50,000 SH   SOLE   50,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,597 31,000 SH   SOLE   31,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,396 75,000 SH   SOLE   75,000 0 0
BOEING CO COM 097023105 2,459 7,500 SH   SOLE   7,500 0 0
BOOKING HLDGS INC COM 09857L108 1,248 600 SH   SOLE   600 0 0
CAESARS ENTMT CORP COM 127686103 844 75,000 SH   SOLE   75,000 0 0
CBRE GROUP INC CL A 12504L109 1,026 21,737 SH   SOLE   21,737 0 0
CITIGROUP INC COM NEW 172967424 1,148 17,000 SH   SOLE   17,000 0 0
CME GROUP INC COM CL A 12572Q105 2,830 17,500 SH   SOLE   17,500 0 0
COLGATE PALMOLIVE CO COM 194162103 573 8,000 SH   SOLE   8,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,042 4,573 SH   SOLE   4,573 0 0
COSTCO WHSL CORP NEW COM 22160K105 942 5,000 SH   SOLE   5,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 877 8,000 SH   SOLE   8,000 0 0
DOWDUPONT INC COM 26078J100 637 10,000 SH   SOLE   10,000 0 0
FACEBOOK INC CL A 30303M102 1,119 7,000 SH   SOLE   7,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 2,400 150,000 SH   SOLE   150,000 0 0
FISERV INC COM 337738108 1,569 22,000 SH   SOLE   22,000 0 0
GLOBAL X FDS SCIEN BETA US 37954Y103 325 10,520 SH   SOLE   10,520 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,617 20,000 SH   SOLE   20,000 0 0
HARRIS CORP DEL COM 413875105 806 5,000 SH   SOLE   5,000 0 0
HOME DEPOT INC COM 437076102 2,161 12,124 SH   SOLE   12,124 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,523 21,000 SH   SOLE   21,000 0 0
LOWES COS INC COM 548661107 981 11,179 SH   SOLE   11,179 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 1,589 38,800 SH   SOLE   38,800 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 787 3,203 SH   SOLE   3,203 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,752 10,000 SH   SOLE   10,000 0 0
MATCH GROUP INC COM 57665R106 667 15,000 SH   SOLE   15,000 0 0
MERCK & CO INC COM 58933Y105 545 10,000 SH   SOLE   10,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2,346 67,000 SH   SOLE   67,000 0 0
MICROSOFT CORP COM 594918104 3,103 34,000 SH   SOLE   34,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 890 10,000 SH   SOLE   10,000 0 0
NETFLIX INC COM 64110L106 2,971 10,058 SH   SOLE   10,058 0 0
NEWELL BRANDS INC COM 651229106 688 27,000 SH   SOLE   27,000 0 0
NIKE INC CL B 654106103 332 5,000 SH   SOLE   5,000 0 0
PARTY CITY HOLDCO INC COM 702149105 1,092 70,000 SH   SOLE   70,000 0 0
PEGASYSTEMS INC COM 705573103 2,747 45,286 SH   SOLE   45,286 0 0
PEPSICO INC COM 713448108 982 9,000 SH   SOLE   9,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 541 10,000 SH   SOLE   10,000 0 0
PROCTER AND GAMBLE CO COM 742718109 476 6,000 SH   SOLE   6,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 3,085 34,500 SH   SOLE   34,500 0 0
RAYTHEON CO COM NEW 755111507 3,192 14,788 SH   SOLE   14,788 0 0
SALESFORCE COM INC COM 79466L302 5,350 46,000 SH   SOLE   46,000 0 0
SAP SE SPON ADR 803054204 1,577 15,000 SH   SOLE   15,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 2,715 52,000 SH   SOLE   52,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 960 14,240 SH   SOLE   14,240 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 746 23,995 SH   SOLE   23,995 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1,435 14,171 SH   SOLE   14,171 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1,085 20,607 SH   SOLE   20,607 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,394 17,126 SH   SOLE   17,126 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1,461 52,996 SH   SOLE   52,996 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1,258 16,930 SH   SOLE   16,930 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 741 14,663 SH   SOLE   14,663 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 782 13,733 SH   SOLE   13,733 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,280 34,847 SH   SOLE   34,847 0 0
SKECHERS U S A INC CL A 830566105 778 20,000 SH   SOLE   20,000 0 0
STRYKER CORP COM 863667101 1,609 10,000 SH   SOLE   10,000 0 0
T MOBILE US INC COM 872590104 1,052 17,233 SH   SOLE   17,233 0 0
THOR INDS INC COM 885160101 633 5,500 SH   SOLE   5,500 0 0
ULTA BEAUTY INC COM 90384S303 1,838 9,000 SH   SOLE   9,000 0 0
VAIL RESORTS INC COM 91879Q109 2,231 10,065 SH   SOLE   10,065 0 0
VISA INC COM CL A 92826C839 4,187 35,000 SH   SOLE   35,000 0 0
WORLDPAY INC CL A 981558109 4,893 59,500 SH   SOLE   59,500 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 572 5,000 SH   SOLE   5,000 0 0