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
ABBVIE INC COM 00287Y109 7,222 99,601 SH   SOLE   99,601 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 19,083 135,436 SH   SOLE   135,436 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 13,964 54,400 SH   SOLE   54,400 0 0
ALPHABET INC CAP STK CL C 02079K107 19,009 20,918 SH   SOLE   20,918 0 0
AMAZON COM INC COM 023135106 8,034 8,300 SH   SOLE   8,300 0 0
AMGEN INC COM 031162100 19,048 110,599 SH   SOLE   110,599 0 0
BIOGEN INC COM 09062X103 7,869 29,000 SH   SOLE   29,000 0 0
CME GROUP INC COM 12572Q105 13,782 110,044 SH   SOLE   110,044 0 0
CELGENE CORP COM 151020104 17,117 131,800 SH   SOLE   131,800 0 0
DONALDSON INC COM 257651109 5,907 129,700 SH   SOLE   129,700 0 0
DRIL-QUIP INC COM 262037104 4,109 84,200 SH   SOLE   84,200 0 0
EASTMAN CHEM CO COM 277432100 4,241 50,500 SH   SOLE   50,500 0 0
EMERSON ELEC CO COM 291011104 10,654 178,700 SH   SOLE   178,700 0 0
GILEAD SCIENCES INC COM 375558103 18,863 266,500 SH   SOLE   266,500 0 0
ISHARES TR IBOXX INV CP ETF 464287242 29,886 248,000 SH   SOLE   248,000 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 8,132 272,900 SH   SOLE   272,900 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 11,994 410,900 SH   SOLE   410,900 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,129 34,000 SH   SOLE   34,000 0 0
MERCADOLIBRE INC COM 58733R102 11,415 45,500 SH   SOLE   45,500 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 7,413 884,600 SH   SOLE   884,600 0 0
Morgan Stanley COM NEW 617446448 4,528 101,621 SH   SOLE   101,621 0 0
NETEASE INC SPONSORED ADR 64110W102 15,122 50,300 SH   SOLE   50,300 0 0
PAYPAL HLDGS INC COM 70450Y103 4,208 78,400 SH   SOLE   78,400 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 11,681 170,997 SH   SOLE   170,997 0 0
SIRIUS XM HLDGS INC COM 82968B103 14,822 2,709,646 SH   SOLE   2,709,646 0 0
TATA MTRS LTD SPONSORED ADR 876568502 6,935 210,100 SH   SOLE   210,100 0 0
WAL-MART STORES INC COM 931142103 11,110 146,800 SH   SOLE   146,800 0 0
WYNN RESORTS LTD COM 983134107 9,362 69,800 SH   SOLE   69,800 0 0
FERRARI N V COM N3167Y103 10,279 119,500 SH   SOLE   119,500 0 0
COSTAMARE INC SHS Y1771G102 6,850 937,100 SH   SOLE   937,100 0 0