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
ACTIVISION BLIZZARD INC COM 00507V109 915 11,000 SH   SOLE N/A 11,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 410 3,000 SH   SOLE N/A 3,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,648 10,000 SH   SOLE N/A 10,000 0 0
ALPHABET INC CAP STK CL A 02079K305 3,638 3,014 SH   SOLE N/A 3,014 0 0
ALPHABET INC CAP STK CL C 02079K107 3,536 2,963 SH   SOLE N/A 2,963 0 0
ALTRIA GROUP INC COM 02209S103 440 7,300 SH   SOLE N/A 7,300 0 0
AMAZON COM INC COM 023135106 12,284 6,133 SH   SOLE N/A 6,133 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,065 20,000 SH   SOLE N/A 20,000 0 0
APPLE INC COM 037833100 3,756 16,640 SH   SOLE N/A 16,640 0 0
ARES CAP CORP COM 04010L103 1,719 100,000 SH   SOLE N/A 100,000 0 0
ARES MGMT LP COM SHS REG INT 04014Y101 1,392 60,000 SH   SOLE N/A 60,000 0 0
ATHENE HLDG LTD CL A G0684D107 1,035 20,037 SH   SOLE N/A 20,037 0 0
BANK AMER CORP COM 060505104 1,473 50,000 SH   SOLE N/A 50,000 0 0
BLACKBAUD INC COM 09227Q100 1,787 17,606 SH   SOLE N/A 17,606 0 0
BOEING CO COM 097023105 3,719 10,000 SH   SOLE N/A 10,000 0 0
BOOKING HLDGS INC COM 09857L108 1,190 600 SH   SOLE N/A 600 0 0
CAESARS ENTMT CORP COM 127686103 1,435 140,000 SH   SOLE N/A 140,000 0 0
CBRE GROUP INC CL A 12504L109 2,326 52,733 SH   SOLE N/A 52,733 0 0
CITIGROUP INC COM NEW 172967424 1,220 17,000 SH   SOLE N/A 17,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,444 44,635 SH   SOLE N/A 44,635 0 0
COLGATE PALMOLIVE CO COM 194162103 536 8,000 SH   SOLE N/A 8,000 0 0
COMCAST CORP NEW CL A 20030N101 212 5,974 SH   SOLE N/A 5,974 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,174 5,000 SH   SOLE N/A 5,000 0 0
DISNEY WALT CO COM DISNEY 254687106 1,228 10,500 SH   SOLE N/A 10,500 0 0
DOWDUPONT INC COM 26078J100 643 10,000 SH   SOLE N/A 10,000 0 0
FACEBOOK INC CL A 30303M102 1,177 7,156 SH   SOLE N/A 7,156 0 0
GLOBAL X FDS SCIEN BETA EUR 37954Y301 354 13,063 SH   SOLE N/A 13,063 0 0
GLOBAL X FDS SCIEN BETA US 37954Y103 960 28,999 SH   SOLE N/A 28,999 0 0
GODADDY INC CL A 380237107 2,619 31,403 SH   SOLE N/A 31,403 0 0
HOME DEPOT INC COM 437076102 2,486 12,000 SH   SOLE N/A 12,000 0 0
INTEL CORP COM 458140100 217 4,583 SH   SOLE N/A 4,583 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,621 35,000 SH   SOLE N/A 35,000 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 457 33,300 SH   SOLE N/A 33,300 0 0
ISHARES TR 20 YR TR BD ETF 464287432 469 4,000 SH   SOLE N/A 4,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 210 1,247 SH   SOLE N/A 1,247 0 0
JOHNSON & JOHNSON COM 478160104 231 1,673 SH   SOLE N/A 1,673 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 608 14,000 SH   SOLE N/A 14,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 946 3,000 SH   SOLE N/A 3,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,258 10,144 SH   SOLE N/A 10,144 0 0
MATCH GROUP INC COM 57665R106 869 15,000 SH   SOLE N/A 15,000 0 0
MERCK & CO INC COM 58933Y105 709 10,000 SH   SOLE N/A 10,000 0 0
MICROSOFT CORP COM 594918104 4,146 36,253 SH   SOLE N/A 36,253 0 0
NATIONAL BEVERAGE CORP COM 635017106 1,166 10,000 SH   SOLE N/A 10,000 0 0
NETFLIX INC COM 64110L106 3,741 10,000 SH   SOLE N/A 10,000 0 0
NIKE INC CL B 654106103 424 5,000 SH   SOLE N/A 5,000 0 0
PARTY CITY HOLDCO INC COM 702149105 949 70,000 SH   SOLE N/A 70,000 0 0
PAYPAL HLDGS INC COM 70450Y103 571 6,500 SH   SOLE N/A 6,500 0 0
PEGASYSTEMS INC COM 705573103 2,884 46,070 SH   SOLE N/A 46,070 0 0
PEPSICO INC COM 713448108 1,006 9,000 SH   SOLE N/A 9,000 0 0
PROCTER AND GAMBLE CO COM 742718109 499 6,000 SH   SOLE N/A 6,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 4,734 51,430 SH   SOLE N/A 51,430 0 0
RAYTHEON CO COM NEW 755111507 2,746 13,288 SH   SOLE N/A 13,288 0 0
S&P GLOBAL INC COM 78409V104 1,704 8,723 SH   SOLE N/A 8,723 0 0
SALESFORCE COM INC COM 79466L302 1,272 8,000 SH   SOLE N/A 8,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 3,307 67,288 SH   SOLE N/A 67,288 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1,465 29,902 SH   SOLE N/A 29,902 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,202 15,869 SH   SOLE N/A 15,869 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 923 28,289 SH   SOLE N/A 28,289 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1,534 13,087 SH   SOLE N/A 13,087 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1,316 24,396 SH   SOLE N/A 24,396 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1,683 61,025 SH   SOLE N/A 61,025 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1,509 19,247 SH   SOLE N/A 19,247 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 951 18,070 SH   SOLE N/A 18,070 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 922 15,915 SH   SOLE N/A 15,915 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,478 32,897 SH   SOLE N/A 32,897 0 0
SIRIUS XM HLDGS INC COM 82968B103 379 60,000 SH   SOLE N/A 60,000 0 0
SKECHERS U S A INC CL A 830566105 559 20,000 SH   SOLE N/A 20,000 0 0
SPLUNK INC COM 848637104 1,770 14,637 SH   SOLE N/A 14,637 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,559 80,215 SH   SOLE N/A 80,215 0 0
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 237 5,015 SH   SOLE N/A 5,015 0 0
STRYKER CORP COM 863667101 1,777 10,000 SH   SOLE N/A 10,000 0 0
TOTAL SYS SVCS INC COM 891906109 1,881 19,045 SH   SOLE N/A 19,045 0 0
TWITTER INC COM 90184L102 809 28,437 SH   SOLE N/A 28,437 0 0
ULTA BEAUTY INC COM 90384S303 2,539 9,000 SH   SOLE N/A 9,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 629 4,500 SH   SOLE N/A 4,500 0 0
V F CORP COM 918204108 607 6,500 SH   SOLE N/A 6,500 0 0
VAIL RESORTS INC COM 91879Q109 2,744 10,000 SH   SOLE N/A 10,000 0 0
VISA INC COM CL A 92826C839 2,964 19,747 SH   SOLE N/A 19,747 0 0
WIX COM LTD SHS M98068105 1,671 13,957 SH   SOLE N/A 13,957 0 0
WORKDAY INC CL A 98138H101 875 5,992 SH   SOLE N/A 5,992 0 0
WORLDPAY INC CL A 981558109 2,959 29,220 SH   SOLE N/A 29,220 0 0