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
Acacia Communications, Inc. COM 00401C108 33,568 498,035 SH   SOLE   498,035 0 0
Advanced Disposal Services, In COM 00790X101 22,975 760,008 SH   SOLE   760,008 0 0
Aimmune Therapeutics, Inc. COM 00900T107 22,520 653,711 SH   SOLE   653,711 0 0
Akamai Technologies, Inc. COM 00971T101 1,403 12,690 SH   SOLE   12,690 0 0
Alibaba Group Holdings, Ltd. COM 01609W102 9,977 33,937 SH   SOLE   33,937 0 0
Alphabet, Inc. - Class C COM 02079K107 11,960 8,138 SH   SOLE   8,138 0 0
Amazon.com, Inc. COM 023135106 16,440 5,221 SH   SOLE   5,221 0 0
Ametek, Inc. COM 031100100 1,013 10,190 SH   SOLE   10,190 0 0
Amphenol Corp. - Cl A COM 032095101 1,135 10,485 SH   SOLE   10,485 0 0
Apple, Inc. COM 037833100 10,908 94,192 SH   SOLE   94,192 0 0
Ball Corp. COM 058498106 1,587 19,090 SH   SOLE   19,090 0 0
Bank of America Corp. COM 060505104 8,857 367,683 SH   SOLE   367,683 0 0
Black Knight, Inc. COM 09215C105 1,966 22,580 SH   SOLE   22,580 0 0
Boeing Co. COM 097023105 1,626 9,837 SH   SOLE   9,837 0 0
Booking Holdings, Inc. COM 09857L108 1,360 795 SH   SOLE   795 0 0
Bristol-Myers Squibb - CVR COM 110122157 1,227 545,123 SH   SOLE   545,123 0 0
Central European Media Enterpr COM G20045202 13,967 3,333,507 SH   SOLE   3,333,507 0 0
Chipotle Mexican Grill, Inc. COM 169656105 4,819 3,875 SH   SOLE   3,875 0 0
Citigroup Inc. COM 172967424 2,496 57,892 SH   SOLE   57,892 0 0
CoStar Group, Inc. COM 22160N109 819 965 SH   SOLE   965 0 0
Condor Hospitality Trust, Inc. COM 20676Y403 2,241 855,218 SH   SOLE   855,218 0 0
Copa Holdings S.A. - Cl A COM P31076105 674 13,385 SH   SOLE   13,385 0 0
Costco Wholesale Corp. COM 22160K105 2,079 5,855 SH   SOLE   5,855 0 0
DexCom, Inc. COM 252131107 7,589 18,409 SH   SOLE   18,409 0 0
EOG Resources, Inc. COM 26875P101 1,408 39,165 SH   SOLE   39,165 0 0
Edwards Lifesciences Corp. COM 28176E108 2,033 25,470 SH   SOLE   25,470 0 0
Estee Lauder Companies - CL A COM 518439104 1,104 5,060 SH   SOLE   5,060 0 0
Facebook, Inc. - A COM 30303M102 8,457 32,290 SH   SOLE   32,290 0 0
Ferrari NV COM N3167Y103 648 3,520 SH   SOLE   3,520 0 0
Gilat Satellite Network COM M51474118 12,189 2,236,568 SH   SOLE   2,236,568 0 0
Humana, Inc. COM 444859102 12,337 29,808 SH   SOLE   29,808 0 0
Immunomedics COM 452907108 26,104 307,000 SH   SOLE   307,000 0 0
Intuitive Surgical, Inc. COM 46120E602 4,840 6,821 SH   SOLE   6,821 0 0
L3Harris Technologies, Inc. COM 502431109 6,551 38,574 SH   SOLE   38,574 0 0
Las Vegas Sands Corp. COM 517834107 3,780 81,002 SH   SOLE   81,002 0 0
Lockheed Martin Corporation COM 539830109 7,687 20,055 SH   SOLE   20,055 0 0
MSCI, Inc. COM 55354G100 1,980 5,550 SH   SOLE   5,550 0 0
Marriott International, Inc. COM 571903202 1,475 15,928 SH   SOLE   15,928 0 0
Mastercard Inc. - Class A COM 57636Q104 13,375 39,550 SH   SOLE   39,550 0 0
Mellanox Technologies, Ltd. COM M51363113 9,098 72,785 SH   SOLE   72,785 0 0
Microsoft Corp. COM 594918104 2,943 13,992 SH   SOLE   13,992 0 0
Momenta Pharmaceuticals, Inc. COM 60877T100 33,050 629,772 SH   SOLE   629,772 0 0
Moodys Corp. COM 615369105 417 1,437 SH   SOLE   1,437 0 0
NVIDIA Corp. COM 67066G104 5,592 10,333 SH   SOLE   10,333 0 0
NXP Semiconductors NV COM N6596X109 5,364 42,976 SH   SOLE   42,976 0 0
Netflix, Inc. COM 64110L106 366 731 SH   SOLE   731 0 0
Nike, Inc. Class B COM 654106103 5,715 45,525 SH   SOLE   45,525 0 0
Parker Hannifin Corp. COM 701094104 417 2,062 SH   SOLE   2,062 0 0
PayPal Holdings, Inc. COM 70450Y103 6,854 34,786 SH   SOLE   34,786 0 0
Pioneer Natural Resources Comp COM 723787107 3,112 36,191 SH   SOLE   36,191 0 0
Q2 Holdings, Inc. COM 74736L109 1,546 16,945 SH   SOLE   16,945 0 0
Quest Diagnostics, Inc. COM 74834L100 1,460 12,751 SH   SOLE   12,751 0 0
RealPage, Inc. COM 75606N109 1,337 23,189 SH   SOLE   23,189 0 0
SPDR Gold Shares COM 78463V107 3,610 20,380 SH   SOLE   20,380 0 0
Salesforce.com, Inc. COM 79466L302 12,540 49,895 SH   SOLE   49,895 0 0
Shopify, Inc. - CL A COM 82509L107 3,540 3,461 SH   SOLE   3,461 0 0
Spirit AeroSystems Holdings, I COM 848574109 678 35,849 SH   SOLE   35,849 0 0
Spotify Technology S.A. COM L8681T102 7,415 30,570 SH   SOLE   30,570 0 0
Square, Inc. COM 852234103 293 1,805 SH   SOLE   1,805 0 0
Standard AVB Financial Corp. COM 85303B100 632 19,366 SH   SOLE   19,366 0 0
Starbucks Corp. COM 855244109 4,404 51,254 SH   SOLE   51,254 0 0
Take-Two Interactive Software, COM 874054109 8,571 51,875 SH   SOLE   51,875 0 0
Taubman Centers Inc. COM 876664103 16,150 485,142 SH   SOLE   485,142 0 0
The Blackstone Group, Inc. COM 09260D107 1,357 25,990 SH   SOLE   25,990 0 0
The Sherwin-Williams Company COM 824348106 3,942 5,658 SH   SOLE   5,658 0 0
Tiffany & Company COM 886547108 29,570 255,244 SH   SOLE   255,244 0 0
TransDigm Group, Inc. COM 893641100 3,047 6,414 SH   SOLE   6,414 0 0
TransUnion COM 89400J107 1,084 12,885 SH   SOLE   12,885 0 0
Varian Medical Systems, Inc. COM 92220P105 12,040 70,000 SH   SOLE   70,000 0 0
Verisign, Inc. COM 92343E102 2,708 13,221 SH   SOLE   13,221 0 0
Vertex Pharmaceuticals COM 92532F100 8,718 32,036 SH   SOLE   32,036 0 0
Visa Inc. COM 92826C839 296 1,479 SH   SOLE   1,479 0 0
Vivint Solar Inc. COM 92854Q106 2,164 51,088 SH   SOLE   51,088 0 0
Vulcan Materials Company COM 929160109 698 5,151 SH   SOLE   5,151 0 0
Walt Disney Company/The COM 254687106 3,874 31,220 SH   SOLE   31,220 0 0
Willis Towers Watson PLC COM G96629103 16,958 81,210 SH   SOLE   81,210 0 0
Wright Medical Group N.V. COM N96617118 36,589 1,198,075 SH   SOLE   1,198,075 0 0
lululemon athletica, Inc. COM 550021109 6,022 18,283 SH   SOLE   18,283 0 0