| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $1.5M | 9,363 | 33.9% |
| Alphabet Class C(GOOG) | COM | 02079K107 | $696.0K | 4,940 | 16.3% |
| Carrier Global Corporation COM(CARR) | COM | 14448C104 | $649.0K | 11,299 | 15.2% |
| Adobe SYS Inc COM(ADBE) | COM | 00724F101 | $604.0K | 1,012 | 14.1% |
| Alphabet Class A(GOOGL) | COM | 02079K305 | $489.0K | 3,500 | 11.4% |
| Amazon COM Inc COM(AMZN) | COM | 023135106 | $321.0K | 2,115 | 7.5% |
| Broadcom Inc COM(AVGO) | COM | 11135F101 | $3.7K | 3,312 | 0.1% |
| United Rentals Inc COM(URI) | COM | 911363109 | $3.5K | 6,166 | 0.1% |
| LAM Resh Corp COM(LRCXEUR) | COM | 512807108 | $3.5K | 4,454 | 0.1% |
| CDW Corp COM(CDW) | COM | 12514G108 | $3.2K | 14,134 | 0.1% |
| Microsoft(MSFT) | COM | 594918104 | $3.0K | 8,011 | 0.1% |
| Apple Computer Inc(AAPL) | COM | 037833100 | $2.7K | 14,005 | 0.1% |
| Unitedhealth Group Inc COM(UNH) | COM | 91324P102 | $2.0K | 3,846 | 0.0% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $2.0K | 3,777 | 0.0% |
| Thor Inds Inc COM(THO) | COM | 885160101 | $1.9K | 16,389 | 0.0% |
| Old Dominion Fght Lines Inc Co(ODFL) | COM | 679580100 | $1.7K | 4,257 | 0.0% |
| Tractor Supply Co COM(TSCO) | COM | 892356106 | $1.6K | 7,240 | 0.0% |
| M D C Hldgs Inc COM(MDC1USD) | COM | 552676108 | $1.5K | 26,678 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $1.5K | 13,560 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $1.4K | 3,725 | 0.0% |
| O Reilly Automotive Inc New Co(ORLY) | COM | 67103H107 | $1.3K | 1,375 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $1.3K | 4,015 | 0.0% |
| Five Below Inc COM(FIVE) | COM | 33829M101 | $1.2K | 5,755 | 0.0% |
| Nexstar Media Group Inc CL A(NXST) | COM | 65336K103 | $1.2K | 7,544 | 0.0% |
| Visa Inc COM CL A(V) | COM | 92826C839 | $1.1K | 4,289 | 0.0% |
| Cigna Corp New COM(CI) | COM | 125523100 | $1.1K | 3,678 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.1K | 3,788 | 0.0% |
| SS&C Technologies Hldgs Inc Co(SSNC) | COM | 78467J100 | $1.0K | 16,373 | 0.0% |
| Essent Group LTD COM(ESNT) | COM | G3198U102 | $980 | 18,580 | 0.0% |
| Watsco Inc COM(WSO) | COM | 942622200 | $970 | 2,265 | 0.0% |
| Micron Technology Inc COM(MU) | COM | 595112103 | $961 | 11,260 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $925 | 8,400 | 0.0% |
| Merck & Company(MRK) | COM | 58933Y105 | $907 | 8,323 | 0.0% |
| Dropbox Inc CL A(DBX) | COM | 26210C104 | $858 | 29,100 | 0.0% |
| BlackRock Inc COM(BLKCHF) | COM | 09247X101 | $849 | 1,046 | 0.0% |
| Amdocs LTD ORD(DOX) | COM | G02602103 | $832 | 9,462 | 0.0% |
| Lockheed Martin Corp COM(LMT) | COM | 539830109 | $752 | 1,660 | 0.0% |
| Fortinet Inc COM(FTNT) | COM | 34959E109 | $722 | 12,340 | 0.0% |
| Vertex Pharmaceuticals Inc COM(VRTX) | COM | 92532F100 | $721 | 1,773 | 0.0% |
| MSC Indl Direct Inc CL A(MSM) | COM | 553530106 | $717 | 7,078 | 0.0% |
| Arista Networks Inc COM(ANETEUR) | COM | 040413106 | $682 | 2,895 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $677 | 1,954 | 0.0% |
| Zoetis Inc CL A(ZTS) | COM | 98978V103 | $657 | 3,330 | 0.0% |
| Global Pmts Inc COM(GPN) | COM | 37940X102 | $656 | 5,164 | 0.0% |
| Dicks Sporting Goods Inc COM(DKS) | COM | 253393102 | $640 | 4,358 | 0.0% |
| Intercontinental Exchange Inco(ICE) | COM | 45866F104 | $637 | 4,963 | 0.0% |
| Prologis Inc COM(PLD) | COM | 74340W103 | $629 | 4,715 | 0.0% |
| Icon PLC SHS(ICLR) | COM | G4705A100 | $619 | 2,186 | 0.0% |
| Skyworks Solutions Inc COM(SWKS) | COM | 83088M102 | $614 | 5,460 | 0.0% |
| Ulta Salon Cosmetcs & Frag ICO(ULTA) | COM | 90384S303 | $590 | 1,205 | 0.0% |