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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101   22,805 46,500 SH   SOLE 38,000 0 8,500
ALPHABET INC CAP STK CL A 02079K305   23,010 15,700 SH   SOLE 13,000 0 2,700
ALPHABET INC CAP STK CL A 02079K305   19,053 13,000 SH Call SOLE 13,000 0 0
AMAZON COM INC COM 023135106   1,889 600 SH   SOLE 600 0 0
AON PLC SHS CL A G0403H108   36,309 176,000 SH   SOLE 133,000 0 43,000
APPLE INC COM 037833100   13,897 120,000 SH   SOLE 120,000 0 0
APPLIED MATLS INC COM 038222105   5,945 100,000 SH Call SOLE 100,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,216 6,000 SH   SOLE 0 0 6,000
AUTODESK INC COM 052769106   2,310 10,000 SH   SOLE 10,000 0 0
BROWN FORMAN CORP CL B 115637209   7,758 103,000 SH   SOLE 70,000 0 33,000
COPART INC COM 217204106   25,238 240,000 SH   SOLE 200,000 0 40,000
FACEBOOK INC CL A 30303M102   18,333 70,000 SH Call SOLE 70,000 0 0
FACEBOOK INC CL A 30303M102   28,809 110,000 SH   SOLE 93,000 0 17,000
FAIR ISAAC CORP COM 303250104   7,657 18,000 SH   SOLE 18,000 0 0
FISERV INC COM 337738108   30,091 292,000 SH   SOLE 236,000 0 56,000
FISERV INC COM 337738108   4,122 40,000 SH Call SOLE 0 0 40,000
HDFC BANK LTD SPONSORED ADS 40415F101   15,787 316,000 SH   SOLE 150,000 0 166,000
INTUIT COM 461202103   12,722 39,000 SH   SOLE 36,000 0 3,000
ISHARES TR CORE US AGGBD ET 464287226   1,235 10,460 SH   SOLE 0 0 10,460
ISHARES TR IBOXX INV CP ETF 464287242   1,347 10,000 SH   SOLE 0 0 10,000
ISHARES TR NATIONAL MUN ETF 464288414   580 5,000 SH   SOLE 0 0 5,000
ISHARES TR PFD AND INCM SEC 464288687   547 15,000 SH   SOLE 0 0 15,000
JPMORGAN CHASE & CO COM 46625H100   9,820 102,000 SH   SOLE 102,000 0 0
JPMORGAN CHASE & CO COM 46625H100   6,739 70,000 SH Call SOLE 70,000 0 0
LAUDER ESTEE COS INC CL A 518439104   16,281 74,600 SH   SOLE 57,000 0 17,600
MASTERCARD INCORPORATED CL A 57636Q104   31,450 93,000 SH   SOLE 80,000 0 13,000
MICROSOFT CORP COM 594918104   34,368 163,400 SH   SOLE 121,000 0 42,400
MICROSOFT CORP COM 594918104   54,686 260,000 SH Call SOLE 260,000 0 0
MOODYS CORP COM 615369105   32,173 111,000 SH   SOLE 96,000 0 15,000
MSCI INC COM 55354G100   29,970 84,000 SH   SOLE 75,000 0 9,000
NIKE INC CL B 654106103   34,147 272,000 SH   SOLE 186,000 0 86,000
OREILLY AUTOMOTIVE INC COM 67103H107   20,057 43,500 SH   SOLE 34,000 0 9,500
PAYPAL HLDGS INC COM 70450Y103   6,699 34,000 SH   SOLE 34,000 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   398 5,000 SH   SOLE 0 0 5,000
SERVICENOW INC COM 81762P102   1,940 4,000 SH   SOLE 4,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,139 3,400 SH Put SOLE 0 0 3,400
UNILEVER PLC SPON ADR NEW 904767704   3,602 58,400 SH   SOLE 0 0 58,400
UNITEDHEALTH GROUP INC COM 91324P102   15,589 50,000 SH   SOLE 39,000 0 11,000
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   3,065 37,000 SH   SOLE 0 0 37,000
VERISK ANALYTICS INC COM 92345Y106   22,423 121,000 SH   SOLE 105,000 0 16,000
VISA INC COM CL A 92826C839   18,597 93,000 SH   SOLE 55,000 0 38,000
WELLS FARGO CO NEW PERP PFD CNV A 949746804   2,241 1,670 SH   SOLE 0 0 1,670