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 10,866 122,286 SH   SOLE   122,286 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,245 99,852 SH   SOLE   99,852 0 0
ALLY FINL INC COM 02005N100 7,703 317,500 SH   SOLE   317,500 0 0
ALPHABET INC CAP STK CL C 02079K107 12,422 12,952 SH   SOLE   12,952 0 0
AMGEN INC COM 031162100 30,730 164,816 SH   SOLE   164,816 0 0
ANNALY CAP MGMT INC COM 035710409 9,065 743,666 SH   SOLE   743,666 0 0
BIOGEN INC COM 09062X103 18,786 59,996 SH   SOLE   59,996 0 0
CME GROUP INC COM CL A 12572Q105 23,085 170,143 SH   SOLE   170,143 0 0
CELGENE CORP COM 151020104 24,136 165,516 SH   SOLE   165,516 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,137 84,597 SH   SOLE   84,597 0 0
DONALDSON INC COM 257651109 7,894 171,828 SH   SOLE   171,828 0 0
EASTMAN CHEM CO COM 277432100 18,091 199,923 SH   SOLE   199,923 0 0
EMERSON ELEC CO COM 291011104 20,438 325,246 SH   SOLE   325,246 0 0
FACEBOOK INC CL A 30303M102 12,398 72,559 SH   SOLE   72,559 0 0
GILEAD SCIENCES INC COM 375558103 24,609 303,735 SH   SOLE   303,735 0 0
LAS VEGAS SANDS CORP COM 517834107 16,825 262,235 SH   SOLE   262,235 0 0
LEGG MASON INC COM 524901105 7,689 195,600 SH   SOLE   195,600 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 18,990 628,594 SH   SOLE   628,594 0 0
MSCI INC COM 55354G100 8,479 72,536 SH   SOLE   72,536 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,253 65,530 SH   SOLE   65,530 0 0
MERCADOLIBRE INC COM 58733R102 7,513 29,015 SH   SOLE   29,015 0 0
MICROSOFT CORP COM 594918104 15,351 206,075 SH   SOLE   206,075 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 12,718 1,218,182 SH   SOLE   1,218,182 0 0
Morgan Stanley COM NEW 617446448 15,338 318,423 SH   SOLE   318,423 0 0
NETEASE INC SPONSORED ADR 64110W102 7,665 29,054 SH   SOLE   29,054 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 9,367 559,868 SH   SOLE   559,868 0 0
PAYPAL HLDGS INC COM 70450Y103 10,709 167,253 SH   SOLE   167,253 0 0
RED HAT INC COM 756577102 9,236 83,316 SH   SOLE   83,316 0 0
SIRIUS XM HLDGS INC COM 82968B103 16,662 3,018,469 SH   SOLE   3,018,469 0 0
WAL-MART STORES INC COM 931142103 25,167 322,081 SH   SOLE   322,081 0 0
WASTE MGMT INC DEL COM 94106L109 9,811 125,343 SH   SOLE   125,343 0 0
EVEREST RE GROUP LTD COM G3223R108 12,311 53,902 SH   SOLE   53,902 0 0
ICON PLC SHS G4705A100 6,970 61,204 SH   SOLE   61,204 0 0
FERRARI N V COM N3167Y103 5,988 54,196 SH   SOLE   54,196 0 0
COSTAMARE INC SHS Y1771G102 5,899 954,474 SH   SOLE   954,474 0 0