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
ACTIVISION BLIZZARD INC COM 00507V109 26,669 448,373 SH   SOLE   448,373 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 261 2,850 SH   SOLE   2,850 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21,876 112,485 SH   SOLE   112,485 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 6,878 210,906 SH   SOLE   210,906 0 0
ALPHABET INC CAP STK CL C 02079K107 19,700 16,942 SH   SOLE   16,942 0 0
AMAZON COM INC COM 023135106 12,677 6,502 SH   SOLE   6,502 0 0
AMGEN INC COM 031162100 14,550 71,769 SH   SOLE   71,769 0 0
APPLE INC COM 037833100 12,525 49,253 SH   SOLE   49,253 0 0
BK OF AMERICA CORP 7.25%CNV PFD L 060505682 633 500 PRN   SOLE   500 0 0
Bio-Techne Corp COM 09073M104 145 767 SH   SOLE   767 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 10,002 219,488 SH   SOLE   219,488 0 0
Broadcom Inc 8% CNV PFD SER A 11135F200 36,160 38,700 PRN   SOLE   38,700 0 0
CVS HEALTH CORP COM 126650100 13,262 223,525 SH   SOLE   223,525 0 0
CORTEVA INC COM 22052L104 157 6,700 SH   SOLE   6,700 0 0
DEERE & CO COM 244199105 10,921 79,044 SH   SOLE   79,044 0 0
DISNEY WALT CO COM DISNEY 254687106 14,835 153,576 SH   SOLE   153,576 0 0
EBAY INC COM 278642103 3,397 113,015 SH   SOLE   113,015 0 0
ELECTRONIC ARTS INC COM 285512109 7,901 78,874 SH   SOLE   78,874 0 0
EVERI HLDGS INC COM 30034T103 3,343 1,013,044 SH   SOLE   1,013,044 0 0
FACEBOOK INC CL A 30303M102 13,152 78,851 SH   SOLE   78,851 0 0
FORTINET INC COM 34959E109 14,176 140,116 SH   SOLE   140,116 0 0
FREEPORT-MCMORAN INC CL B 35671D857 12,151 1,800,221 SH   SOLE   1,800,221 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 15,725 408,862 SH   SOLE   408,862 0 0
HOLLYFRONTIER CORP COM 436106108 168 6,837 SH   SOLE   6,837 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 13,517 74,185 SH   SOLE   74,185 0 0
LAM RESEARCH CORP COM 512807108 11,274 46,974 SH   SOLE   46,974 0 0
LAUDER ESTEE COS INC CL A 518439104 1,052 6,603 SH   SOLE   6,603 0 0
MASTERCARD INC CL A 57636Q104 586 2,427 SH   SOLE   2,427 0 0
MCKESSON CORP COM 58155Q103 4,610 34,079 SH   SOLE   34,079 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 7,103 10,286 SH   SOLE   10,286 0 0
MOMO INC ADR 60879B107 10,582 487,893 SH   SOLE   487,893 0 0
PHILIP MORRIS INTL INC COM 718172109 16,606 227,600 SH   SOLE   227,600 0 0
POST HLDGS INC COM 737446104 89 1,078 SH   SOLE   1,078 0 0
QUALCOMM INC COM 747525103 22,520 332,885 SH   SOLE   332,885 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 172 8,900 SH   SOLE   8,900 0 0
SERVICENOW INC COM 81762P102 12,079 42,148 SH   SOLE   42,148 0 0
STARS GROUP INC COM 85570W100 7,726 378,353 SH   SOLE   378,353 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,015 251,417 SH   SOLE   251,417 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 154 1,300 SH   SOLE   1,300 0 0
TIMKEN CO COM 887389104 146 4,500 SH   SOLE   4,500 0 0
TREEHOUSE FOODS INC COM 89469A104 102 2,300 SH   SOLE   2,300 0 0
UNDER ARMOUR INC CL A 904311107 70 7,583 SH   SOLE   7,583 0 0
UNITED RENTALS INC COM 911363109 11,915 115,788 SH   SOLE   115,788 0 0
VALERO ENERGY CORP COM 91913Y100 584 12,868 SH   SOLE   12,868 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 128 4,538 SH   SOLE   4,538 0 0
VOYA FINANCIAL INC COM 929089100 149 3,671 SH   SOLE   3,671 0 0
WELLS FARGO CO NEW COM 949746101 544 18,965 SH   SOLE   18,965 0 0
ATLASSIAN CORP PLC CL A G06242104 526 3,835 SH   SOLE   3,835 0 0
ATHENE HLDG LTD CL A G0684D107 9,719 391,592 SH   SOLE   391,592 0 0
ICON PLC SHS G4705A100 231 1,700 SH   SOLE   1,700 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 239 2,400 SH   SOLE   2,400 0 0
LAZARD LTD SHS A G54050102 141 6,003 SH   SOLE   6,003 0 0
MEDTRONIC PLC SHS G5960L103 8,936 99,091 SH   SOLE   99,091 0 0
STERIS PLC SHS USD G8473T100 112 800 SH   SOLE   800 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 561 2,146 SH   SOLE   2,146 0 0
FERRARI N V COM N3167Y103 567 3,718 SH   SOLE   3,718 0 0