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 com 88579Y101 272,642 1,415 SH   SOLE   0 0 0
ABBVIE INC com 00287Y109 7,208,101 66,606 SH   SOLE   0 0 0
ALPHABET, INC. A com 02079k305 44,715,433 21,680 SH   SOLE   0 0 0
ALPHABET, INC. C com 02079k107 11,133,381 5,382 SH   SOLE   0 0 0
ALTRIA GROUP INC com 02209s103 533,854 10,435 SH   SOLE   0 0 0
AMAZON.COM INC com 023135106 53,750,357 17,372 SH   SOLE   0 0 0
APPLE INC com 037833100 154,364,253 1,263,727 SH   SOLE   0 0 0
BANK OF AMERICA CORP com 060505104 4,301,592 111,181 SH   SOLE   0 0 0
BAUSCH HEALTH CO com 071734107 1,012,506 31,900 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC. CL B com 084670702 1,447,493 5,666 SH   SOLE   0 0 0
BLACKSTONE GROUP INC CL A com 09260D107 38,237,243 513,045 SH   SOLE   0 0 0
BOEING CO com 097023105 9,475,584 37,200 SH   SOLE   0 0 0
BRISTOL-MYERS SQUIBB com 110122108 4,720,230 74,770 SH   SOLE   0 0 0
BROOKFIELD ASSET MGMT INC com 112585104 679,159 15,262 SH   SOLE   0 0 0
CARRIER GLOBAL CORP com 14448C104 1,396,764 33,083 SH   SOLE   0 0 0
CBOE HOLDINGS INC com 12503M108 814,982 8,258 SH   SOLE   0 0 0
CISCO SYSTEMS INC com 17275R102 1,272,324 24,605 SH   SOLE   0 0 0
COMCAST CORP NEW CL A com 20030N101 1,215,472 22,463 SH   SOLE   0 0 0
CONOCOPHILLIPS com 20825C104 247,634 4,675 SH   SOLE   0 0 0
COSTCO WHOLESALE CORP com 22160k105 4,328,806 12,281 SH   SOLE   0 0 0
DANAHER CORP com 235851102 4,573,850 20,321 SH   SOLE   0 0 0
DEERE & CO com 244199105 1,189,765 3,180 SH   SOLE   0 0 0
DIAGEO PLC SPONSORED ADR com 25243Q205 4,369,628 26,610 SH   SOLE   0 0 0
DOCUSIGN INC com 256163106 1,285,557 6,350 SH   SOLE   0 0 0
EAGLE MATERIALS INC com 26969p108 241,938 1,800 SH   SOLE   0 0 0
EXTRA SPACE STORAGE INC com 30225t102 231,962 1,750 SH   SOLE   0 0 0
FACEBOOK INC com 30303M102 34,228,214 116,213 SH   SOLE   0 0 0
FERRARI com N3167Y103 565,056 2,700 SH   SOLE   0 0 0
FISERV INC com 337738108 497,587 4,180 SH   SOLE   0 0 0
FORD MOTOR COMPANY com 345370860 297,062 24,250 SH   SOLE   0 0 0
GENERAL DYNAMICS CORP com 369550108 1,416,168 7,800 SH   SOLE   0 0 0
GENERAL MOTORS CORP com 37045V100 1,264,120 22,000 SH   SOLE   0 0 0
GOLDMAN SACHS GROUP INC com 38141g104 245,250 750 SH   SOLE   0 0 0
HCA HOLDINGS, INC. com 40412c101 569,728 3,025 SH   SOLE   0 0 0
HOME DEPOT INC com 437076102 22,074,459 72,316 SH   SOLE   0 0 0
HONEYWELL INTL INC com 438516106 13,182,661 60,730 SH   SOLE   0 0 0
ICAHN ENTERPRISES LP com 451100101 3,745,250 69,718 SH   SOLE   0 0 0
ILLINOIS TOOL WORKS com 452308109 465,192 2,100 SH   SOLE   0 0 0
INTEL CORP com 458140100 422,400 6,600 SH   SOLE   0 0 0
ISHARES CORE MSCI EMERG ETF com 46434g103 714,138 11,096 SH   SOLE   0 0 0
ISHARES CORE S&P MIDCAP ETF com 464287507 1,150,437 4,420 SH   SOLE   0 0 0
ISHARES MSCI EAFE ETF com 464287465 1,652,069 21,775 SH   SOLE   0 0 0
ISHARES MSCI EMERGING MKTS ETF com 464287234 1,109,472 20,800 SH   SOLE   0 0 0
ISHARES NASDAQ BIOTECH INDEX com 464287556 457,702 3,040 SH   SOLE   0 0 0
ISHARES TRUST RUSSELL 2000 INDEX FUND com 464287655 265,128 1,200 SH   SOLE   0 0 0
JACOBS ENGINEERING GROUP INC com 469814107 1,126,588 8,715 SH   SOLE   0 0 0
JOHNSON & JOHNSON com 478160104 21,221,834 129,125 SH   SOLE   0 0 0
JPMORGAN CHASE & CO com 46625H100 37,441,272 245,952 SH   SOLE   0 0 0
LENNAR CORP CL A com 526057104 1,634,864 16,150 SH   SOLE   0 0 0
LIONS GATE ENTERTAINMENT CORP-A com 535919401 1,311,115 87,700 SH   SOLE   0 0 0
LIONS GATE ENTERTAINMENT CORP-B com 535919500 506,712 39,280 SH   SOLE   0 0 0
MACQUARIE INFRASTRUCTURE CORP com 55608B105 2,914,591 91,625 SH   SOLE   0 0 0
MARRIOTT INTERNATIONAL com 571903202 414,708 2,800 SH   SOLE   0 0 0
MERCK & CO INC com 58933y105 5,044,769 65,440 SH   SOLE   0 0 0
MICROSOFT CORP com 594918104 28,839,857 122,322 SH   SOLE   0 0 0
MONDELEZ INTERNATIONAL INC com 609207105 418,138 7,144 SH   SOLE   0 0 0
MOODY'S CORPORATION com 615369105 586,470 1,964 SH   SOLE   0 0 0
MSCI INC. com 55354g100 262,888 627 SH   SOLE   0 0 0
NESTLE SA REG SHRS S SPON ADR com 641069406 231,940 2,080 SH   SOLE   0 0 0
NETFLEX INC com 64110l106 335,427 643 SH   SOLE   0 0 0
NEXTERA ENERGY INC com 65339F101 2,377,178 31,440 SH   SOLE   0 0 0
ORACLE CORP com 68389X105 2,342,625 33,385 SH   SOLE   0 0 0
OTIS WORLDWIDE CORP com 68902v107 620,499 9,065 SH   SOLE   0 0 0
PAYSAFE LTD. com g6964l107 3,048,975 225,850 SH   SOLE   0 0 0
PEPSICO INC com 713448108 289,972 2,050 SH   SOLE   0 0 0
PFIZER INC COM com 717081103 16,792,278 463,491 SH   SOLE   0 0 0
PHILIP MORRIS INT'L com 718172109 650,730 7,333 SH   SOLE   0 0 0
PJT PARTNERS INC com 69343t107 1,535,046 22,691 SH   SOLE   0 0 0
PLANET FITNESS INC CL A com 72703h101 3,088,135 39,950 SH   SOLE   0 0 0
PROCTER & GAMBLE CO com 742718109 260,702 1,925 SH   SOLE   0 0 0
RALPH LAUREN CORP com 751212101 246,320 2,000 SH   SOLE   0 0 0
RAYTHEON TECHNOLOGIES CORP com 75513e101 14,049,463 181,822 SH   SOLE   0 0 0
RIV CAPITAL INC CL A com 768014102 37,400 20,000 SH   SOLE   0 0 0
ROYAL CARIBBEAN CRUISES com v7780t103 428,050 5,000 SH   SOLE   0 0 0
SHERWIN-WILLIAMS CO com 824348106 5,265,701 7,135 SH   SOLE   0 0 0
SPLUNK INC com 848637104 9,716,354 71,718 SH   SOLE   0 0 0
STARBUCKS CORP com 855244109 2,206,707 20,195 SH   SOLE   0 0 0
STRYKER CORPORATION com 863667101 26,001,434 106,747 SH   SOLE   0 0 0
TEXTRON INC com 883203101 389,643 6,948 SH   SOLE   0 0 0
TITAN INTL INC com 88830M102 22,192,303 2,391,412 SH   SOLE   0 0 0
TJX INC com 872540109 4,033,496 60,975 SH   SOLE   0 0 0
ULTA BEAUTY INC com 90384S303 1,650,967 5,340 SH   SOLE   0 0 0
UNION PACIFIC CORP com 907818108 440,820 2,000 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF com 922908629 2,370,330 10,709 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF com 922908751 7,978,547 37,269 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MKT ETF com 922908769 516,725 2,500 SH   SOLE   0 0 0
VEEVA SYSTEMS com 922475108 342,224 1,310 SH   SOLE   0 0 0
VIATRIS INC com 92556v106 622,110 44,531 SH   SOLE   0 0 0
VILLAGE FARMS INTERNATIONAL INC com 92707y108 7,824,222 591,400 SH   SOLE   0 0 0
VISA INC CLASS A com 92826c839 24,962,755 117,899 SH   SOLE   0 0 0
WALT DISNEY CO com 254687106 3,978,804 21,563 SH   SOLE   0 0 0
WHIRLPOOL CORP com 963320106 898,366 4,077 SH   SOLE   0 0 0
XPO LOGISTICS com 983793100 31,608,324 256,353 SH   SOLE   0 0 0
ZOETIS INC com 98978V103 3,069,757 19,493 SH   SOLE   0 0 0