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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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
AARONS INC COM PAR $0.50 002535300 476 8,400 SH   SOLE   8,400 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,024 2,087 SH   SOLE   2,087 0 0
AGNC INVT CORP COM 00123Q104 320 23,000 SH   SOLE   23,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 664 6,000 SH   SOLE   6,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 560 3,500 SH   SOLE   3,500 0 0
ALPHABET INC CAP STK CL A 02079K305 1,615 1,102 SH   SOLE   1,102 0 0
ALPHABET INC CAP STK CL C 02079K107 1,617 1,100 SH   SOLE   1,100 0 0
AMAZON COM INC COM 023135106 4,629 1,470 SH   SOLE   1,470 0 0
AMBAC FINL GROUP INC COM NEW 023139884 204 16,000 SH   SOLE   16,000 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 2 10,000 SH Call SOLE   10,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 338 1,400 SH   SOLE   1,400 0 0
AMERIPRISE FINL INC COM 03076C106 1,271 8,250 SH   SOLE   8,250 0 0
AMGEN INC COM 031162100 835 3,285 SH   SOLE   3,285 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 313 44,000 SH   SOLE   44,000 0 0
ANTHEM INC COM 036752103 806 3,000 SH   SOLE   3,000 0 0
APPLE INC COM 037833100 3,127 27,000 SH   SOLE   27,000 0 0
ARES CAPITAL CORP COM 04010L103 837 60,000 SH   SOLE   60,000 0 0
BECTON DICKINSON & CO COM 075887109 334 1,437 SH   SOLE   1,437 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,704 8,000 SH   SOLE   8,000 0 0
BLACKROCK INC COM 09247X101 1,409 2,500 SH   SOLE   2,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 998 16,560 SH   SOLE   16,560 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 540 10,276 SH   SOLE   10,276 0 0
CENTENE CORP DEL COM 15135B101 467 8,000 SH   SOLE   8,000 0 0
CHUBB LIMITED COM H1467J104 523 4,500 SH   SOLE   4,500 0 0
CIGNA CORP NEW COM 125523100 779 4,600 SH   SOLE   4,600 0 0
CONSTELLATION BRANDS INC CL A 21036P108 379 2,000 SH   SOLE   2,000 0 0
COOPER COS INC COM NEW 216648402 499 1,479 SH   SOLE   1,479 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 2,082 167,100 SH   SOLE   167,100 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 113 139,000 SH Call SOLE   139,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,031 30,000 SH   SOLE   30,000 0 0
DISCOVER FINL SVCS COM 254709108 1,791 31,000 SH   SOLE   31,000 0 0
DISCOVERY INC COM SER A 25470F104 327 15,000 SH   SOLE   15,000 0 0
EATON VANCE TAX-MANAGED GLOB COM 27829F108 368 50,000 SH   SOLE   50,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 304 3,810 SH   SOLE   3,810 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 2,951 73,293 SH   SOLE   73,293 0 0
EQUINIX INC COM 29444U700 753 990 SH   SOLE   990 0 0
FACEBOOK INC CL A 30303M102 2,881 11,000 SH   SOLE   11,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 658 21,010 SH   SOLE   21,010 0 0
FINANCIAL INSTNS INC COM 317585404 154 10,000 SH   SOLE   10,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 595 2,500 SH   SOLE   2,500 0 0
GOODRX HLDGS INC COM CL A 38246G108 556 10,000 SH   SOLE   10,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 216 2,440 SH   SOLE   2,440 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 20 2,000 SH Call SOLE   2,000 0 0
HOME DEPOT INC COM 437076102 399 1,435 SH   SOLE   1,435 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 3,546 306,000 SH   SOLE   306,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 25 15,000 SH Call SOLE   15,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 606 854 SH   SOLE   854 0 0
ISHARES SILVER TR ISHARES 46428Q109 5 42,500 SH Call SOLE   42,500 0 0
JPMORGAN CHASE & CO COM 46625H100 746 7,750 SH   SOLE   7,750 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,129 6,000 SH   SOLE   6,000 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 1,093 32,950 SH   SOLE   32,950 0 0
LIVANOVA PLC SHS G5509L101 339 7,500 SH   SOLE   7,500 0 0
LKQ CORP COM 501889208 1,123 40,500 SH   SOLE   40,500 0 0
MERCK & CO. INC COM 58933Y105 995 12,000 SH   SOLE   12,000 0 0
MICROSOFT CORP COM 594918104 4,165 19,800 SH   SOLE   19,800 0 0
MID-AMER APT CMNTYS INC COM 59522J103 290 2,500 SH   SOLE   2,500 0 0
NEXTERA ENERGY INC COM 65339F101 1,027 3,700 SH   SOLE   3,700 0 0
NVIDIA CORPORATION COM 67066G104 812 1,500 SH   SOLE   1,500 0 0
PAYPAL HLDGS INC COM 70450Y103 985 4,998 SH   SOLE   4,998 0 0
PERKINELMER INC COM 714046109 642 5,115 SH   SOLE   5,115 0 0
PFIZER INC COM 717081103 367 10,000 SH   SOLE   10,000 0 0
PFIZER INC COM 717081103 6 4,500 SH Call SOLE   4,500 0 0
QUANTA SVCS INC COM 74762E102 846 16,000 SH   SOLE   16,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 572 5,000 SH   SOLE   5,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 18 2,000 SH Call SOLE   2,000 0 0
RAYMOND JAMES FINL INC COM 754730109 1,280 17,585 SH   SOLE   17,585 0 0
REGENERON PHARMACEUTICALS COM 75886F107 404 722 SH   SOLE   722 0 0
REXFORD INDL RLTY INC COM 76169C100 481 10,500 SH   SOLE   10,500 0 0
SALESFORCE COM INC COM 79466L302 503 2,000 SH   SOLE   2,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 16 35,000 SH Call SOLE   35,000 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 16 4,200 SH Call SOLE   4,200 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 857 32,000 SH   SOLE   32,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 52 10,000 SH Put SOLE   10,000 0 0
STARBUCKS CORP COM 855244109 760 8,844 SH   SOLE   8,844 0 0
STARWOOD PPTY TR INC COM 85571B105 34 32,500 SH Call SOLE   32,500 0 0
STARWOOD PPTY TR INC COM 85571B105 1,139 75,519 SH   SOLE   75,519 0 0
STRYKER CORPORATION COM 863667101 408 1,956 SH   SOLE   1,956 0 0
SYNNEX CORP COM 87162W100 840 6,000 SH   SOLE   6,000 0 0
SYNOVUS FINL CORP COM NEW 87161C501 381 18,000 SH   SOLE   18,000 0 0
TFS FINL CORP COM 87240R107 353 24,000 SH   SOLE   24,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 963 2,181 SH   SOLE   2,181 0 0
TIPTREE INC COM 88822Q103 450 91,000 SH   SOLE   91,000 0 0
TOLL BROTHERS INC COM 889478103 1,832 37,667 SH   SOLE   37,667 0 0
TWO HBRS INVT CORP COM NEW 90187B408 305 60,000 SH   SOLE   60,000 0 0
VENTAS INC COM 92276F100 210 5,000 SH   SOLE   5,000 0 0
VISA INC COM CL A 92826C839 1,520 7,600 SH   SOLE   7,600 0 0
WP CAREY INC COM 92936U109 489 7,500 SH   SOLE   7,500 0 0