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
AMAZON COM INC COM Stock 023135106 3,162 1,860 SH   SOLE 0 1,860 0 0
XPO LOGISTICS INC COM Stock 983793100 10,649 106,300 SH   SOLE 0 106,300 0 0
INTELLIA THERAPEUTICS INC COM Stock 45826J105 1,149 42,000 SH   SOLE 0 42,000 0 0
SPDR S&P 500 ETF ETF 78462F103 26,382 97,250 SH   SOLE 0 97,250 0 0
ARCONIC INC COM Stock 03965L100 5,390 316,875 SH   SOLE 0 316,875 0 0
WASTE CONNECTIONS INC COM Stock 94106B101 13,137 174,507 SH   SOLE 0 174,507 0 0
GOLUB CAP BDC INC COM CEF 38173M102 8,438 461,080 SH   SOLE 0 461,080 0 0
SYSCO CORP COM Stock 871829107 9,598 140,550 SH   SOLE 0 140,550 0 0
CELGENE CORP COM Stock 151020104 9,459 119,100 SH   SOLE 0 119,100 0 0
JACOBS ENGR GROUP INC DEL COM Stock 469814107 9,698 152,750 SH   SOLE 0 152,750 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT Stock 874697105 8,827 203,800 SH   SOLE 0 203,800 0 0
LIBERTY GLOBAL PLC SHS CL C Stock G5480U120 5,342 200,750 SH   SOLE 0 200,750 0 0
APACHE CORP COM Stock 037411105 18,677 399,500 SH   SOLE 0 399,500 0 0
DOLBY LABORATORIES INC COM Stock 25659T107 6,076 98,500 SH   SOLE 0 98,500 0 0
ORACLE CORP COM Stock 68389X105 254 5,772 SH   SOLE 0 5,772 0 0
REDWOOD TR INC COM REIT 758075402 262 15,900 SH   SOLE 0 15,900 0 0
SCHWAB CHARLES CORP NEW COM Stock 808513105 22,934 448,800 SH   SOLE 0 448,800 0 0
DISNEY WALT CO COM DISNEY Stock 254687106 3,778 36,050 SH   SOLE 0 36,050 0 0