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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Airbnb Inc Cl A CS 009066101 2,939 17,520 SH   SOLE   0 0 17,520
Alphabet Inc Cap Stock Cl C CS 02079k107 25,678 9,634 SH   SOLE   0 0 9,634
American Express Co CS 025816109 2,610 15,580 SH   SOLE   0 0 15,580
Apple Inc CS 037833100 30,851 218,029 SH   SOLE   0 0 218,029
Bank America Corp CS 060505104 8,663 204,083 SH   SOLE   0 0 204,083
Berkshire Hathaway Inc Cl B CS 084670702 836 3,063 SH   SOLE   0 0 3,063
Bristol-Myers Squibb Co CS 110122108 5,953 100,607 SH   SOLE   0 0 100,607
Cisco Systems Inc CS 17275r102 7,704 141,539 SH   SOLE   0 0 141,539
Coca-Cola Co CS 191216100 5,788 110,312 SH   SOLE   0 0 110,312
Delta Air Lines Inc CS 247361702 6,021 141,305 SH   SOLE   0 0 141,305
Disney Walt Co Disney CS 254687106 6,450 38,125 SH   SOLE   0 0 38,125
Draftkings Inc Cl A CS 26142r104 1,279 26,550 SH   SOLE   0 0 26,550
Esports Entertainment Group In CS 29667k306 672 100,200 SH   SOLE   0 0 100,200
EXCO Resources Inc CS 269279600 48 15,859 SH   SOLE   0 0 15,859
Facebook Inc Cl A CS 30303m102 7,136 21,026 SH   SOLE   0 0 21,026
Fiserv Inc CS 337738108 6,649 61,285 SH   SOLE   0 0 61,285
Genius Sports Limited Shares C CS g3934v109 4,093 219,350 SH   SOLE   0 0 219,350
Golden Nugget Online Gamin Com CS 38113l107 1,770 101,899 SH   SOLE   0 0 101,899
Hawaiian Holdings Inc CS 419879101 217 10,000 SH   SOLE   0 0 10,000
Home Depot Inc CS 437076102 558 1,700 SH   SOLE   0 0 1,700
Johnson & Johnson CS 478160104 291 1,800 SH   SOLE   0 0 1,800
Lowes Cos Inc CS 548661107 341 1,680 SH   SOLE   0 0 1,680
McKesson Corp CS 58155q103 3,323 16,665 SH   SOLE   0 0 16,665
Microsoft Corp CS 594918104 22,614 80,214 SH   SOLE   0 0 80,214
Norwegian Cruise Line Holdings CS g66721104 1,878 70,305 SH   SOLE   0 0 70,305
Party City Holdco Inc CS 702149105 1,523 214,487 SH   SOLE   0 0 214,487
Paysafe Limited Ord CS g6964l107 3,464 447,010 SH   SOLE   0 0 447,010
PepsiCo Inc CS 713448108 919 6,111 SH   SOLE   0 0 6,111
Pfizer Inc CS 717081103 5,241 121,857 SH   SOLE   0 0 121,857
Procter And Gamble Co CS 742718109 579 4,145 SH   SOLE   0 0 4,145
ResMed Inc CS 761152107 422 1,600 SH   SOLE   0 0 1,600
Royal Caribbean Cruises Ltd CS v7780t103 5,391 60,606 SH   SOLE   0 0 60,606
Skyworks Solutions Inc CS 83088m102 3,005 18,237 SH   SOLE   0 0 18,237
Stryker Corp CS 863667101 343 1,300 SH   SOLE   0 0 1,300
Verizon Communications Inc CS 92343v104 5,528 102,360 SH   SOLE   0 0 102,360
Viatris Inc CS 92556v106 282 20,830 SH   SOLE   0 0 20,830
VMware Inc Cl A CS 928563402 7,079 47,609 SH   SOLE   0 0 47,609
Williams Cos Inc CS 969457100 6,369 245,535 SH   SOLE   0 0 245,535
Diageo PLC Sp ADR ADR 25243q205 5,114 26,498 SH   SOLE   0 0 26,498
Bollore EUR FS f10659260 77 13,300 SH   SOLE   0 0 13,300
Vanguard REIT ETF ETF 922908553 271 2,665 SH   SOLE   0 0 2,665
Cohen & Steers REIT & Pfd Inco MF 19247x100 2,390 93,167 SH   SOLE   0 0 93,167
Northern Stock Index Fund MF 665162772 484 10,036 SH   SOLE   0 0 10,036
Enterprise Products Partners L ML 293792107 2,339 108,077 SH   SOLE   0 0 108,077
Braemar Hotels & Resorts Inc RE 10482b101 1,689 348,191 SH   SOLE   0 0 348,191
Crown Castle Intl Corp RE 22822v101 9,554 55,124 SH   SOLE   0 0 55,124
Hersha Hospitality Tr PR Ben I RE 427825500 2,519 269,973 SH   SOLE   0 0 269,973
Medical Properties Trust Inc RE 58463j304 3,026 150,778 SH   SOLE   0 0 150,778
Park Hotels Resorts Inc RE 700517105 6,145 321,080 SH   SOLE   0 0 321,080