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
SCHWAB CHARLES CORP COM 808513105 25,246 530,816 SH   SOLE   530,816 0 0
NETFLIX INC COM 64110L106 20,010 61,842 SH   SOLE   61,842 0 0
FACEBOOK INC CL A 30303M102 16,825 81,971 SH   SOLE   81,971 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,887 70,141 SH   SOLE   70,141 0 0
BOOKING HOLDINGS INC COM 09857L108 15,775 7,681 SH   SOLE   7,681 0 0
AMAZON COM INC COM 023135106 14,025 7,590 SH   SOLE   7,590 0 0
SPDR GOLD TR GOLD SHS 78463V107 12,873 90,086 SH   SOLE   90,086 0 0
ALPHABET INC CAP STK CL A 02079K305 8,977 6,702 SH   SOLE   6,702 0 0
MARKEL CORP COM 570535104 8,091 7,078 SH   SOLE   7,078 0 0
CHARTER COMMUNICATIONS INC NEW CL A 16119P108 7,546 15,556 SH   SOLE   15,556 0 0
BK OF AMERICA CORP COM 060505104 7,408 210,330 SH   SOLE   210,330 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,939 23,288 SH   SOLE   23,288 0 0
XP INC CL A G98239109 3,860 100,214 SH   SOLE   100,214 0 0
ULTA BEAUTY INC COM 90384S303 3,799 15,008 SH   SOLE   15,008 0 0
DISNEY WALT CO COM 254687106 3,041 21,027 SH   SOLE   21,027 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 69,361 215,500 SH Put SOLE   215,500 0 0