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
ALLIANCE DATA SYSTEMS CORP COM 018581108 2,589 18,475 SH   SOLE   18,475 0 0
ALPHABET INC CAP Stock CL C 02079K107 2,667 2,467 SH   SOLE   2,467 0 0
CAESARS ENTMT CORP COM 127686103 7,713 652,510 SH   SOLE   652,510 0 0
CBRE GROUP INC CL A 12504L109 2,899 56,518 SH   SOLE   56,518 0 0
CITIGROUP INC COM NEW 172967424 2,850 40,701 SH   SOLE   40,701 0 0
FACEBOOK INC CL A 30303M102 2,968 15,379 SH   SOLE   15,379 0 0
HORIZON PHARMA PLC SHS G4617B105 4,519 187,808 SH   SOLE   187,808 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138B103 50,194 3,191,000 SH   SOLE   3,191,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 5,719 40,766 SH   SOLE   40,766 0 0
MORGAN STANLEY COM NEW 617446448 2,640 60,267 SH   SOLE   60,267 0 0
NETFLIX INC COM 64110L106 2,965 8,072 SH   SOLE   8,072 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 1,542 110,248 SH   SOLE   110,248 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 3,630 93,143 SH   SOLE   93,143 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 6,692 166,519 SH   SOLE   166,519 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 2,786 59,122 SH   SOLE   59,122 0 0
TRINITY INDS INC COM 896522109 2,633 126,868 SH   SOLE   126,868 0 0
UNITED TECHNOLOGIES CORP COM 913017109 5,084 39,409 SH   SOLE   39,409 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 14,896 305,872 SH   SOLE   305,872 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 3,229 69,609 SH   SOLE   69,609 0 0