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
3M COMPANY csus 88579Y101 247,327 1,415 SH   SOLE   0 0 0
ABBVIE INC csus 00287Y109 3,682,316 34,366 SH   SOLE   0 0 0
ALPHABET, INC. A csus 02079k305 39,057,582 22,285 SH   SOLE   0 0 0
ALPHABET, INC. C csus 02079k107 9,428,630 5,382 SH   SOLE   0 0 0
ALTRIA GROUP INC csus 02209s103 446,285 10,885 SH   SOLE   0 0 0
AMAZON.COM INC csus 023135106 57,680,230 17,710 SH   SOLE   0 0 0
APPLE INC csus 037833100 170,844,876 1,287,549 SH   SOLE   0 0 0
BANK OF AMERICA CORP csus 060505104 3,289,574 108,531 SH   SOLE   0 0 0
BAUSCH HEALTH CO csus 071734107 663,520 31,900 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC. CL B csus 084670702 1,336,962 5,766 SH   SOLE   0 0 0
BLACKSTONE GROUP INC CL A csus 09260D107 34,403,027 530,829 SH   SOLE   0 0 0
BOEING CO csus 097023105 8,369,746 39,100 SH   SOLE   0 0 0
BRISTOL-MYERS SQUIBB csus 110122108 3,409,789 54,970 SH   SOLE   0 0 0
BROOKFIELD ASSET MGMT INC csus 112585104 609,227 14,762 SH   SOLE   0 0 0
CARRIER GLOBAL CORP csus 14448C104 1,317,672 34,933 SH   SOLE   0 0 0
CBOE HOLDINGS INC csus 12503M108 768,984 8,258 SH   SOLE   0 0 0
CISCO SYSTEMS INC csus 17275R102 1,333,773 29,805 SH   SOLE   0 0 0
COMCAST CORP NEW CL A csus 20030N101 1,177,061 22,463 SH   SOLE   0 0 0
COSTCO WHOLESALE CORP csus 22160k105 4,631,002 12,291 SH   SOLE   0 0 0
DANAHER CORP csus 235851102 4,441,911 19,996 SH   SOLE   0 0 0
DEERE & CO csus 244199105 855,579 3,180 SH   SOLE   0 0 0
DIAGEO PLC SPONSORED ADR csus 25243Q205 4,396,654 27,685 SH   SOLE   0 0 0
DOCUSIGN INC csus 256163106 566,865 2,550 SH   SOLE   0 0 0
EXTRA SPACE STORAGE INC csus 30225t102 202,755 1,750 SH   SOLE   0 0 0
FACEBOOK INC csus 30303M102 36,381,634 133,188 SH   SOLE   0 0 0
FERRARI csus N3167Y103 619,704 2,700 SH   SOLE   0 0 0
FISERV INC csus 337738108 475,934 4,180 SH   SOLE   0 0 0
FORD MOTOR COMPANY csus 345370860 195,577 22,250 SH   SOLE   0 0 0
GENERAL DYNAMICS CORP csus 369550108 1,175,826 7,901 SH   SOLE   0 0 0
GENERAL MOTORS CORP csus 37045V100 549,648 13,200 SH   SOLE   0 0 0
HCA HOLDINGS, INC. csus 40412c101 497,491 3,025 SH   SOLE   0 0 0
HOME DEPOT INC csus 437076102 19,407,790 73,066 SH   SOLE   0 0 0
HONEYWELL INTL INC csus 438516106 12,953,430 60,900 SH   SOLE   0 0 0
ICAHN ENTERPRISES LP csus 451100101 3,515,442 69,379 SH   SOLE   0 0 0
ILLINOIS TOOL WORKS csus 452308109 428,148 2,100 SH   SOLE   0 0 0
INTEL CORP csus 458140100 372,454 7,476 SH   SOLE   0 0 0
ISHARES CORE MSCI EAFE ETF csus 46432f842 210,724 3,050 SH   SOLE   0 0 0
ISHARES CORE MSCI EMERG ETF csus 46434g103 384,399 6,196 SH   SOLE   0 0 0
ISHARES CORE S&P MIDCAP ETF csus 464287507 1,038,831 4,520 SH   SOLE   0 0 0
ISHARES MSCI EAFE ETF csus 464287465 1,617,888 22,175 SH   SOLE   0 0 0
ISHARES MSCI EMERGING MKTS ETF csus 464287234 1,074,736 20,800 SH   SOLE   0 0 0
ISHARES NASDAQ BIOTECH INDEX csus 464287556 469,619 3,100 SH   SOLE   0 0 0
ISHARES TRUST RUSSELL 2000 INDEX FUND csus 464287655 235,272 1,200 SH   SOLE   0 0 0
JACOBS ENGINEERING GROUP INC csus 469814107 310,536 2,850 SH   SOLE   0 0 0
JOHNSON & JOHNSON csus 478160104 20,326,863 129,157 SH   SOLE   0 0 0
JPMORGAN CHASE & CO csus 46625H100 31,712,097 249,564 SH   SOLE   0 0 0
LENNAR CORP CL A csus 526057104 1,231,114 16,150 SH   SOLE   0 0 0
LIONS GATE ENTERTAINMENT CORP-A csus 535919401 997,149 87,700 SH   SOLE   0 0 0
LIONS GATE ENTERTAINMENT CORP-B csus 535919500 407,726 39,280 SH   SOLE   0 0 0
LKQ CORP csus 501889208 5,580,077 158,345 SH   SOLE   0 0 0
MACQUARIE INFRASTRUCTURE CORP csus 55608B105 3,586,963 95,525 SH   SOLE   0 0 0
MARRIOTT INTERNATIONAL csus 571903202 277,032 2,100 SH   SOLE   0 0 0
MERCK & CO INC csus 58933y105 5,676,306 69,392 SH   SOLE   0 0 0
MICROSOFT CORP csus 594918104 26,794,047 120,466 SH   SOLE   0 0 0
MONDELEZ INTERNATIONAL INC csus 609207105 417,709 7,144 SH   SOLE   0 0 0
MOODY'S CORPORATION csus 615369105 715,151 2,464 SH   SOLE   0 0 0
MSCI INC. csus 55354g100 279,974 627 SH   SOLE   0 0 0
NESTLE SA REG SHRS S SPON ADR csus 641069406 245,024 2,080 SH   SOLE   0 0 0
NETFLEX INC csus 64110l106 347,689 643 SH   SOLE   0 0 0
NEXTERA ENERGY INC csus 65339F101 2,363,876 30,640 SH   SOLE   0 0 0
ORACLE CORP csus 68389X105 1,941,346 30,010 SH   SOLE   0 0 0
OTIS WORLDWIDE CORP csus 68902v107 708,599 10,490 SH   SOLE   0 0 0
PEPSICO INC csus 713448108 326,260 2,200 SH   SOLE   0 0 0
PFIZER INC COM csus 717081103 18,382,656 499,393 SH   SOLE   0 0 0
PHILIP MORRIS INT'L csus 718172109 607,099 7,333 SH   SOLE   0 0 0
PJT PARTNERS INC csus 69343t107 1,709,529 22,718 SH   SOLE   0 0 0
PLANET FITNESS INC CL A csus 72703h101 3,101,318 39,950 SH   SOLE   0 0 0
PROCTER & GAMBLE CO csus 742718109 274,801 1,975 SH   SOLE   0 0 0
RALPH LAUREN CORP csus 751212101 207,480 2,000 SH   SOLE   0 0 0
RAYTHEON TECHNOLOGIES CORP csus 75513e101 16,757,867 234,342 SH   SOLE   0 0 0
ROYAL CARIBBEAN CRUISES csus v7780t103 373,450 5,000 SH   SOLE   0 0 0
SHERWIN-WILLIAMS CO csus 824348106 5,243,582 7,135 SH   SOLE   0 0 0
SPLUNK INC csus 848637104 12,292,051 72,353 SH   SOLE   0 0 0
STARBUCKS CORP csus 855244109 2,021,387 18,895 SH   SOLE   0 0 0
STRYKER CORPORATION csus 863667101 26,684,120 108,897 SH   SOLE   0 0 0
TEXTRON INC csus 883203101 362,378 7,498 SH   SOLE   0 0 0
TITAN INTL INC csus 88830M102 11,767,211 2,421,237 SH   SOLE   0 0 0
TJX INC csus 872540109 4,659,085 68,225 SH   SOLE   0 0 0
ULTA BEAUTY INC csus 90384S303 1,533,434 5,340 SH   SOLE   0 0 0
UNION PACIFIC CORP csus 907818108 427,892 2,055 SH   SOLE   0 0 0
VANGUARD LARGE-CAP ETF csus 922908637 258,513 1,471 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF csus 922908629 2,219,469 10,734 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF csus 922908751 6,759,873 34,723 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MKT ETF csus 922908769 486,600 2,500 SH   SOLE   0 0 0
VEEVA SYSTEMS csus 922475108 356,647 1,310 SH   SOLE   0 0 0
VIATRIS INC csus 92556v106 1,161,017 61,954 SH   SOLE   0 0 0
VILLAGE FARMS INTERNATIONAL INC csus 92707y108 5,996,796 591,400 SH   SOLE   0 0 0
VISA INC CLASS A csus 92826c839 25,572,599 116,914 SH   SOLE   0 0 0
WALT DISNEY CO csus 254687106 3,769,087 20,803 SH   SOLE   0 0 0
WHIRLPOOL CORP csus 963320106 735,857 4,077 SH   SOLE   0 0 0
XPO LOGISTICS csus 983793100 31,044,686 260,442 SH   SOLE   0 0 0
ZOETIS INC csus 98978V103 3,077,141 18,593 SH   SOLE   0 0 0