| Advanced Micro Devices(AMD) | COM | 007903107 | $2.0M | 43,056 | 19.1% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $1.5M | 5,081 | 14.5% |
| D.R. Horton Inc.(DHI) | COM | 23331A109 | $1.1M | 20,809 | 10.6% |
| Charter Communications cl A(CHTR) | COM | 16119P108 | $1.1M | 2,250 | 10.6% |
| AutoZone Inc.(AZO) | COM | 053332102 | $823.0K | 691 | 8.0% |
| Cadence Design Systems, Inc.(CDNS) | COM | 127387108 | $762.0K | 10,981 | 7.4% |
| CarMax Inc.(KMX) | COM | 143130102 | $741.0K | 8,456 | 7.2% |
| Alnylam Pharmaceuticals(ALNY) | COM | 02043Q107 | $735.0K | 6,379 | 7.1% |
| Burlington Stores, Inc.(BURL) | COM | 122017106 | $671.0K | 2,944 | 6.5% |
| Akamai Technologies Inc.(AKAM) | COM | 00971T101 | $597.0K | 6,906 | 5.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $164.0K | 3,626 | 1.6% |
| Credit Acceptance Corp(CACC) | COM | 225310101 | $71.0K | 160 | 0.7% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $7.6K | 48,273 | 0.1% |
| Apple Inc.(AAPL) | COM | 037833100 | $5.7K | 19,318 | 0.1% |
| Edwards Lifesciences Corp.(EW) | COM | 28176E108 | $2.1K | 9,147 | 0.0% |
| Starbucks Corporation(SBUX) | COM | 855244109 | $1.7K | 19,650 | 0.0% |
| Lam Research Corporation(LRCXEUR) | COM | 512807108 | $1.6K | 5,553 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $1.5K | 6,439 | 0.0% |
| CoStar Group, Inc.(CSGP) | COM | 22160N109 | $1.5K | 2,450 | 0.0% |
| iShares Select Dividend ETF(DVY) | ETF | 464287168 | $1.5K | 13,802 | 0.0% |
| Veeva Systems Inc.(VEEV) | COM | 922475108 | $1.4K | 10,261 | 0.0% |
| KLA Corporation(KLAC) | COM | 482480100 | $1.4K | 8,064 | 0.0% |
| Spdr Utilities Select(XLU) | ETF | 81369Y886 | $1.4K | 22,230 | 0.0% |
| Spdr Cons Staples Slct(XLP) | ETF | 81369Y308 | $1.4K | 22,787 | 0.0% |
| Chipotle Mexican Grill(CMG) | COM | 169656105 | $1.3K | 1,608 | 0.0% |
| Manhattan Associates, Inc.(MANH) | COM | 562750109 | $1.3K | 16,685 | 0.0% |
| Transdigm Group, Inc.(TDG) | COM | 893641100 | $1.2K | 2,154 | 0.0% |
| Teradyne Inc.(TER) | COM | 880770102 | $1.2K | 17,513 | 0.0% |
| Target Corporation(TGT) | COM | 87612E106 | $1.2K | 9,105 | 0.0% |
| Teledyne Technologies Inc.(TDY) | COM | 879360105 | $1.1K | 3,315 | 0.0% |
| iShares Barclays 7-10 yr Tr Bd(IEF) | ETF | 464287440 | $1.1K | 10,390 | 0.0% |
| Seattle Genetics, Inc. | COM | 812578102 | $1.1K | 9,409 | 0.0% |
| West Pharmaceutical Svcs(WST) | COM | 955306105 | $1.0K | 6,896 | 0.0% |
| Booz Allen Hamilton cl A(BAH) | COM | 099502106 | $1.0K | 14,479 | 0.0% |
| State Street Corp(STT) | COM | 857477103 | $1.0K | 12,986 | 0.0% |
| O'Reilly Automotive, Inc.(ORLY) | COM | 67103H107 | $1.0K | 2,306 | 0.0% |
| Visa Inc.(V) | COM | 92826C839 | $998 | 5,310 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $995 | 9,692 | 0.0% |
| Fiserv Inc.(FISV) | COM | 337738108 | $987 | 8,540 | 0.0% |
| Neurocrine Biosciences Inc.(NBIX) | COM | 64125C109 | $972 | 9,047 | 0.0% |
| Tyson Foods Inc(TSN) | COM | 902494103 | $949 | 10,429 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $928 | 2,698 | 0.0% |
| Fidelity National Info Srv(FIS) | COM | 31620M106 | $923 | 6,634 | 0.0% |
| Royal Gold Inc.(RGLD) | COM | 780287108 | $914 | 7,473 | 0.0% |
| Reliance Steel & Aluminum(RS) | COM | 759509102 | $900 | 7,512 | 0.0% |
| American Water Works(AWK) | COM | 030420103 | $895 | 7,285 | 0.0% |
| Pilgrims Pride Corp(PPC) | COM | 72147K108 | $894 | 27,323 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $871 | 4,226 | 0.0% |
| Assurant, Inc.(AIZ) | COM | 04621X108 | $858 | 6,544 | 0.0% |
| Liberty Broadband Corp Sr C(LBRDK) | CLA | 530307305 | $846 | 6,728 | 0.0% |