The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AIR PRODUCTS & CHEMICALS INC | Common | 009158106 | 279 | 1,700 | SH | SOLE | 1,700 | 0 | 0 | ||
| ALPHABET INC-CL C | Class A | 02079K107 | 1,006 | 961 | SH | SOLE | 961 | 0 | 0 | ||
| AMAZON.COM INC | Common | 023135106 | 1,105 | 945 | SH | SOLE | 945 | 0 | 0 | ||
| CHINA LODGING GROUP-SPON ADS | Common | 16949N109 | 253 | 1,750 | SH | SOLE | 1,750 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | Class B | 22822V101 | 427 | 3,850 | SH | SOLE | 3,850 | 0 | 0 | ||
| EQUINIX INC | Common | 29444U700 | 961 | 2,120 | SH | SOLE | 2,120 | 0 | 0 | ||
| FORTIVE CORP | Common | 34959J108 | 488 | 6,750 | SH | SOLE | 6,750 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | Common | 369550108 | 456 | 2,240 | SH | SOLE | 2,240 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | REIT | 44107P104 | 274 | 13,820 | SH | SOLE | 13,820 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | Common | 45866F104 | 829 | 11,755 | SH | SOLE | 11,755 | 0 | 0 | ||
| INTERXION HOLDING NV | Common | N47279109 | 3,721 | 63,151 | SH | SOLE | 63,151 | 0 | 0 | ||
| JD.COM INC-ADR | ADR | 47215P106 | 273 | 6,600 | SH | SOLE | 6,600 | 0 | 0 | ||
| MASTERCARD INC - A | Class A | 57636Q104 | 651 | 4,300 | SH | SOLE | 4,300 | 0 | 0 | ||
| MCDONALD'S CORP | Common | 580135101 | 559 | 3,250 | SH | SOLE | 3,250 | 0 | 0 | ||
| MELCO RESORTS & ENTERT-ADR | ADR | 585464100 | 2,571 | 88,520 | SH | SOLE | 88,520 | 0 | 0 | ||
| MICROSOFT CORP | Common | 594918104 | 568 | 6,645 | SH | SOLE | 6,645 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | Common | 666807102 | 514 | 1,675 | SH | SOLE | 1,675 | 0 | 0 | ||
| PHILIP MORRIS INTERNATIONAL | Common | 718172109 | 281 | 2,655 | SH | SOLE | 2,655 | 0 | 0 | ||
| RAYTHEON COMPANY | Common | 755111507 | 283 | 1,505 | SH | SOLE | 1,505 | 0 | 0 | ||
| RED ROCK RESORTS INC-CLASS A | Class A | 75700L108 | 280 | 8,300 | SH | SOLE | 8,300 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | Class A | 92826C839 | 847 | 7,430 | SH | SOLE | 7,430 | 0 | 0 | ||
| WALMART INC | Common | 931142103 | 1,210 | 12,250 | SH | SOLE | 12,250 | 0 | 0 | ||
| WYNN RESORTS LTD | Common | 983134107 | 999 | 5,925 | SH | SOLE | 5,925 | 0 | 0 | ||