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 226,654 1,415 SH   SOLE   0 0 0
ABBVIE INC com 00287Y109 245,777 2,806 SH   SOLE   0 0 0
ALPHABET, INC. A com 02079k305 32,792,800 22,375 SH   SOLE   0 0 0
ALPHABET, INC. C com 02079k107 7,909,397 5,382 SH   SOLE   0 0 0
ALTRIA GROUP INC com 02209s103 405,140 10,485 SH   SOLE   0 0 0
AMAZON.COM INC com 023135106 55,915,147 17,758 SH   SOLE   0 0 0
APPLE INC com 037833100 151,177,100 1,305,389 SH   SOLE   0 0 0
BANK OF AMERICA CORP com 060505104 2,982,606 123,811 SH   SOLE   0 0 0
BAUSCH HEALTH CO com 071734107 610,722 39,300 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC. CL B com 084670702 1,227,812 5,766 SH   SOLE   0 0 0
BLACKSTONE GROUP INC CL A com 09260D107 27,714,493 530,929 SH   SOLE   0 0 0
BOEING CO com 097023105 6,725,255 40,695 SH   SOLE   0 0 0
BRISTOL-MYERS SQUIBB com 110122108 3,277,967 54,370 SH   SOLE   0 0 0
BROOKFIELD ASSET MGMT INC com 112585104 420,258 12,712 SH   SOLE   0 0 0
CARRIER GLOBAL CORP com 14448C104 1,045,475 34,233 SH   SOLE   0 0 0
CBOE HOLDINGS INC com 12503M108 777,200 8,858 SH   SOLE   0 0 0
CISCO SYSTEMS INC com 17275R102 1,024,336 26,005 SH   SOLE   0 0 0
COMCAST CORP NEW CL A com 20030N101 1,039,138 22,463 SH   SOLE   0 0 0
CONOCOPHILLIPS com 20825C104 301,307 9,175 SH   SOLE   0 0 0
COSTCO WHOLESALE CORP com 22160k105 4,363,305 12,291 SH   SOLE   0 0 0
DANAHER CORP com 235851102 4,181,923 19,421 SH   SOLE   0 0 0
DEERE & CO com 244199105 704,783 3,180 SH   SOLE   0 0 0
DIAGEO PLC SPONSORED ADR com 25243Q205 3,879,671 28,183 SH   SOLE   0 0 0
DOCUSIGN INC com 256163106 548,862 2,550 SH   SOLE   0 0 0
FACEBOOK INC com 30303M102 35,117,123 134,086 SH   SOLE   0 0 0
FERRARI com N3167Y103 497,043 2,700 SH   SOLE   0 0 0
FISERV INC com 337738108 430,749 4,180 SH   SOLE   0 0 0
FORD MOTOR COMPANY com 345370860 181,485 27,250 SH   SOLE   0 0 0
GENERAL DYNAMICS CORP com 369550108 1,093,735 7,901 SH   SOLE   0 0 0
GENERAL MOTORS CORP com 37045V100 390,588 13,200 SH   SOLE   0 0 0
HCA HOLDINGS, INC. com 40412c101 389,625 3,125 SH   SOLE   0 0 0
HOME DEPOT INC com 437076102 20,341,146 73,246 SH   SOLE   0 0 0
HONEYWELL INTL INC com 438516106 9,592,647 58,275 SH   SOLE   0 0 0
ICAHN ENTERPRISES LP com 451100101 3,416,849 69,279 SH   SOLE   0 0 0
ILLINOIS TOOL WORKS com 452308109 405,741 2,100 SH   SOLE   0 0 0
INTEL CORP com 458140100 207,120 4,000 SH   SOLE   0 0 0
ISHARES CORE MSCI EMERG ETF com 46434g103 254,760 4,825 SH   SOLE   0 0 0
ISHARES CORE S&P MIDCAP ETF com 464287507 930,256 5,020 SH   SOLE   0 0 0
ISHARES MSCI EAFE ETF com 464287465 1,443,263 22,675 SH   SOLE   0 0 0
ISHARES MSCI EMERGING MKTS ETF com 464287234 1,027,297 23,300 SH   SOLE   0 0 0
ISHARES NASDAQ BIOTECH INDEX com 464287556 398,105 2,940 SH   SOLE   0 0 0
JOHNSON & JOHNSON com 478160104 19,019,249 127,748 SH   SOLE   0 0 0
JPMORGAN CHASE & CO com 46625H100 24,002,902 249,329 SH   SOLE   0 0 0
LENNAR CORP CL A com 526057104 1,319,132 16,150 SH   SOLE   0 0 0
LIONS GATE ENTERTAINMENT CORP-A com 535919401 831,396 87,700 SH   SOLE   0 0 0
LIONS GATE ENTERTAINMENT CORP-B com 535919500 342,521 39,280 SH   SOLE   0 0 0
LKQ CORP com 501889208 4,257,802 153,545 SH   SOLE   0 0 0
MACQUARIE INFRASTRUCTURE CORP com 55608B105 3,317,889 123,387 SH   SOLE   0 0 0
MERCK & CO INC com 58933y105 6,161,318 74,277 SH   SOLE   0 0 0
MICROSOFT CORP com 594918104 24,846,282 118,130 SH   SOLE   0 0 0
MONDELEZ INTERNATIONAL INC com 609207105 410,422 7,144 SH   SOLE   0 0 0
MOODY'S CORPORATION com 615369105 735,929 2,539 SH   SOLE   0 0 0
MSCI INC. com 55354g100 259,379 727 SH   SOLE   0 0 0
NESTLE SA REG SHRS S SPON ADR com 641069406 248,050 2,080 SH   SOLE   0 0 0
NETFLIX INC com 64110L106 321,519 643 SH   SOLE   0 0 0
NEXTERA ENERGY INC com 65339F101 2,126,109 7,660 SH   SOLE   0 0 0
ORACLE CORP com 68389X105 1,581,751 26,495 SH   SOLE   0 0 0
OTIS WORLDWIDE CORP com 68902v107 843,606 13,515 SH   SOLE   0 0 0
PEPSICO INC com 713448108 247,262 1,784 SH   SOLE   0 0 0
PFIZER INC COM com 717081103 18,327,723 499,393 SH   SOLE   0 0 0
PHILIP MORRIS INT'L com 718172109 549,901 7,333 SH   SOLE   0 0 0
PJT PARTNERS INC com 69343t107 1,378,271 22,740 SH   SOLE   0 0 0
PLANET FITNESS INC CL A com 72703h101 2,461,719 39,950 SH   SOLE   0 0 0
PROCTER & GAMBLE CO com 742718109 239,757 1,725 SH   SOLE   0 0 0
RAYTHEON TECHNOLOGIES CORP com 75513e101 14,209,560 246,950 SH   SOLE   0 0 0
ROYAL CARIBBEAN CRUISES com v7780t103 323,650 5,000 SH   SOLE   0 0 0
SHERWIN-WILLIAMS CO com 824348106 4,971,239 7,135 SH   SOLE   0 0 0
SPLUNK INC com 848637104 13,315,465 70,778 SH   SOLE   0 0 0
STARBUCKS CORP com 855244109 1,533,672 17,850 SH   SOLE   0 0 0
STRYKER CORPORATION com 863667101 22,732,541 109,097 SH   SOLE   0 0 0
TESLA MOTORS INC com 88160r101 281,001 655 SH   SOLE   0 0 0
TEXTRON INC com 883203101 270,602 7,498 SH   SOLE   0 0 0
TITAN INTL INC com 88830M102 7,150,255 2,474,137 SH   SOLE   0 0 0
TJX INC com 872540109 3,813,416 68,525 SH   SOLE   0 0 0
ULTA BEAUTY INC com 90384S303 1,196,053 5,340 SH   SOLE   0 0 0
UNION PACIFIC CORP com 907818108 404,567 2,055 SH   SOLE   0 0 0
VANGUARD LARGE-CAP ETF com 922908637 313,036 2,001 SH   SOLE   0 0 0
VANGUARD MID-CAP ETF com 922908629 2,018,000 11,449 SH   SOLE   0 0 0
VANGUARD SMALL-CAP ETF com 922908751 5,426,064 35,280 SH   SOLE   0 0 0
VANGUARD TOTAL STOCK MKT ETF com 922908769 425,775 2,500 SH   SOLE   0 0 0
VEEVA SYSTEMS com 922475108 368,358 1,310 SH   SOLE   0 0 0
VILLAGE FARMS INTERNATIONAL INC com 92707y108 2,708,612 591,400 SH   SOLE   0 0 0
VISA INC CLASS A com 92826c839 23,197,119 116,003 SH   SOLE   0 0 0
WALT DISNEY CO com 254687106 2,289,027 18,448 SH   SOLE   0 0 0
WHIRLPOOL CORP com 963320106 749,719 4,077 SH   SOLE   0 0 0
XPO LOGISTICS com 983793100 21,782,764 257,297 SH   SOLE   0 0 0
ZOETIS INC com 98978V103 3,107,798 18,793 SH   SOLE   0 0 0