| Broadcom Inc COM COM(AVGO) | COM | 11135F101 | $4.8M | 20,634 | 27.5% |
| Abbvie Inc COM COM(ABBV) | COM | 00287Y109 | $3.5M | 19,555 | 20.0% |
| Apple Computer Inc COM(AAPL) | COM | 037833100 | $3.1M | 12,270 | 17.6% |
| Arista Networks Inc COM SHS COM(ANET) | COM | 040413205 | $1.6M | 14,704 | 9.3% |
| Alphabet Class C COM(GOOG) | COM | 02079K107 | $941.0K | 4,940 | 5.4% |
| Cullen Frost Bankers Inc COM COM(CFR) | COM | 229899109 | $748.0K | 5,572 | 4.3% |
| Alphabet Class A COM(GOOGL) | COM | 02079K305 | $663.0K | 3,500 | 3.8% |
| CVR Energy Inc COM COM(CVI) | COM | 12662P108 | $637.0K | 34,000 | 3.7% |
| Carrier Global Corporation COM COM(CARR) | COM | 14448C104 | $498.0K | 7,299 | 2.9% |
| Amazon COM Inc COM COM(AMZN) | COM | 023135106 | $464.0K | 2,115 | 2.7% |
| Adobe SYS Inc COM COM(ADBE) | COM | 00724F101 | $450.0K | 1,012 | 2.6% |
| United Rentals Inc COM COM(URI) | COM | 911363109 | $3.5K | 5,013 | 0.0% |
| Microsoft COM(MSFT) | COM | 594918104 | $2.3K | 5,504 | 0.0% |
| LAM Research Corp COM New COM(LRCX) | COM | 512807306 | $2.3K | 31,940 | 0.0% |
| Digital Rlty TR Inc COM COM(DLR) | COM | 253868103 | $2.3K | 12,880 | 0.0% |
| CDW Corp COM COM(CDW) | COM | 12514G108 | $2.2K | 12,870 | 0.0% |
| Oneok Inc New COM(OKE) | COM | 682680103 | $2.2K | 21,533 | 0.0% |
| Tractor Supply Co COM COM(TSCO) | COM | 892356106 | $1.9K | 35,550 | 0.0% |
| Nvidia Corp COM COM(NVDA) | COM | 67066G104 | $1.9K | 13,890 | 0.0% |
| Thermo Fisher Scientific COM(TMO) | COM | 883556102 | $1.6K | 2,992 | 0.0% |
| O Reilly Automotive Inc New Co COM(ORLY) | COM | 67103H107 | $1.5K | 1,272 | 0.0% |
| Unitedhealth Group Inc COM COM(UNH) | COM | 91324P102 | $1.5K | 2,946 | 0.0% |
| Goldman Sachs Group Inc COM(GS) | COM | 38141G104 | $1.5K | 2,575 | 0.0% |
| Fortinet Inc COM COM(FTNT) | COM | 34959E109 | $1.4K | 14,649 | 0.0% |
| Sherwin Williams Co COM(SHW) | COM | 824348106 | $1.3K | 3,915 | 0.0% |
| Thor Inds Inc COM COM(THO) | COM | 885160101 | $1.3K | 13,124 | 0.0% |
| Price T Rowe Group Inc COM(TROW) | COM | 74144T108 | $1.2K | 10,945 | 0.0% |
| Visa Inc COM CL A COM(V) | COM | 92826C839 | $1.2K | 3,659 | 0.0% |
| Nexstar Media Group Inc CL A COM(NXST) | COM | 65336K103 | $1.1K | 6,947 | 0.0% |
| Cigna Corp New COM COM(CI) | COM | 125523100 | $936 | 3,390 | 0.0% |
| Merck & Company COM(MRK) | COM | 58933Y105 | $919 | 9,235 | 0.0% |
| Dropbox Inc CL A COM(DBX) | COM | 26210C104 | $847 | 28,200 | 0.0% |
| Essent Group LTD COM COM(ESNT) | COM | G3198U102 | $847 | 15,560 | 0.0% |
| Abbott Labs COM(ABT) | COM | 002824100 | $846 | 7,479 | 0.0% |
| SS&C Technologies Hldgs Inc Co COM(SSNC) | COM | 78467J100 | $824 | 10,873 | 0.0% |
| Facebook Inc CL A COM(META) | COM | 30303M102 | $820 | 1,400 | 0.0% |
| Public Storage Inc COM COM(PSA) | COM | 74460D109 | $804 | 2,685 | 0.0% |
| Mplx LP COM Unit REP L COM(MPLX) | COM | 55336V100 | $804 | 16,800 | 0.0% |
| Vertex Pharmaceuticals Inc COM COM(VRTX) | COM | 92532F100 | $753 | 1,869 | 0.0% |
| Entergy Corp New COM COM(ETR) | COM | 29364G103 | $726 | 9,580 | 0.0% |
| Palo Alto Networks Inc COM COM(PANW) | COM | 697435105 | $693 | 3,810 | 0.0% |
| Southern Co COM COM(SO) | COM | 842587107 | $667 | 8,100 | 0.0% |
| Kimberly Clark Corp COM(KMB) | COM | 494368103 | $638 | 4,865 | 0.0% |
| Enterprise Prods Partners COM(EPD) | COM | 293792107 | $622 | 19,820 | 0.0% |
| Duke Energy Corporation COM NE COM(DUK) | COM | 26441C204 | $618 | 5,733 | 0.0% |
| L3 Harris Technologies Inc COM COM(LHX) | COM | 502431109 | $589 | 2,800 | 0.0% |
| Bank OZK Little Rock ARK COM COM(OZK) | COM | 06417N103 | $586 | 13,153 | 0.0% |
| BlackRock Inc COM COM(BLK) | COM | 09290D101 | $541 | 528 | 0.0% |
| Amgen Inc COM(AMGN) | COM | 031162100 | $535 | 2,054 | 0.0% |
| Ulta Salon Cosmetcs & Frag ICO COM(ULTA) | COM | 90384S303 | $524 | 1,205 | 0.0% |