| Adobe Systems Inc(ADBE) | COM | 00724F101 | $2.8M | 10,365 | 24.9% |
| Cargurus Inc(CARG) | COM | 141788109 | $1.7M | 42,100 | 15.2% |
| Appfolio Inc(APPF) | COM | 03783C100 | $1.5M | 19,200 | 13.8% |
| Boston Scientific Co rp(BSX) | COM | 101137107 | $1.2M | 30,219 | 10.5% |
| AutoZone Inc(AZO) | COM | 053332102 | $922.0K | 900 | 8.3% |
| Cadence Design Syste ms Inc(CDNS) | COM | 127387108 | $895.0K | 14,100 | 8.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $699.0K | 27,393 | 6.3% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $688.0K | 7,600 | 6.2% |
| Conocophillips COM(COP) | COM | 20825C104 | $501.0K | 7,500 | 4.5% |
| Technology Select Se ctor Spdr Fund(XLK) | COM | 81369Y803 | $14.7K | 198,218 | 0.1% |
| Industrial Select Se ctor Spdr Fund(XLI) | COM | 81369Y704 | $13.5K | 180,286 | 0.1% |
| Materials Select Sec tor Spdr Fund(XLB) | COM | 81369Y100 | $10.4K | 186,699 | 0.1% |
| Energy Select Sector Spdr Fund(XLE) | COM | 81369Y506 | $10.3K | 155,218 | 0.1% |
| Consumer Discretionary Select Sector SPD(XLY) | COM | 81369Y407 | $9.4K | 82,633 | 0.1% |
| Real Estate Select S ector Spdr Fund(XLRE) | COM | 81369Y860 | $9.2K | 254,448 | 0.1% |
| Utilities Select Sec tor Spdr Fund(XLU) | COM | 81369Y886 | $8.9K | 153,800 | 0.1% |
| Communication Servic es Select Sector SPD(XLC) | COM | 81369Y852 | $8.9K | 189,276 | 0.1% |
| Financial Select Sec tor Spdr Fund(XLF) | COM | 81369Y605 | $8.4K | 327,100 | 0.1% |
| iShares Edge Msci Mi n Vol USA ETF(USMV) | COM | 46429B697 | $6.8K | 116,435 | 0.1% |
| iShares Core S&P 500 ETF(IVV) | COM | 464287200 | $6.7K | 23,388 | 0.1% |
| Spdr Gold Shares(GLD) | COM | 78463V107 | $5.1K | 41,821 | 0.0% |
| iShares 1-3 Year Tre asury Bond ETF(SHY) | COM | 464287457 | $5.0K | 59,550 | 0.0% |
| iShares 3-7 Year Tre asury Bond ETF(IEI) | COM | 464288661 | $4.2K | 33,838 | 0.0% |
| iShares U.S. Medical Devices ETF(IHI) | COM | 464288810 | $3.1K | 13,339 | 0.0% |
| Spdr Bloomberg Barclays High Yield Bond | COM | 78464A417 | $3.1K | 85,719 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $2.9K | 7,650 | 0.0% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $2.8K | 14,650 | 0.0% |
| VanEck Vectors Gold Miners ETF(GDX) | COM | 92189F106 | $2.6K | 116,134 | 0.0% |
| Arbor Realty Trust I nc(ABR) | COM | 038923108 | $2.6K | 198,528 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $2.5K | 1,423 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $2.4K | 28,850 | 0.0% |
| Vanguard Communication Servic(VOX) | COM | 92204A884 | $2.4K | 28,161 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $2.3K | 8,225 | 0.0% |
| iShares Nasdaq Biote chnology ETF(IBB) | COM | 464287556 | $2.3K | 20,958 | 0.0% |
| Spdr S&P Pharmaceuti cals ETF(XPH) | COM | 78464A722 | $2.3K | 55,314 | 0.0% |
| CyberArk Software Lt d | COM | M2682V108 | $2.3K | 19,256 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $2.3K | 13,800 | 0.0% |
| ServiceNow Inc(NOW) | COM | 81762P102 | $2.2K | 8,900 | 0.0% |
| Ishares Msci China ETF(MCHI) | COM | 46429B671 | $2.1K | 33,973 | 0.0% |
| Ecopetrol SA(EC) | COM | 279158109 | $2.1K | 97,300 | 0.0% |
| Capital Southwest Corp(CSWC) | COM | 140501107 | $2.0K | 97,200 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.0K | 5,500 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.9K | 16,383 | 0.0% |
| Mastercard Inc(MA) | COM | 57636Q104 | $1.9K | 8,100 | 0.0% |
| Medifast Inc(MED) | COM | 58470H101 | $1.9K | 14,900 | 0.0% |
| Intuitive Surgical I nc(ISRG) | COM | 46120E602 | $1.8K | 3,105 | 0.0% |
| Fabrinet(FN) | COM | G3323L100 | $1.8K | 33,700 | 0.0% |
| Trex Co Inc(TREX) | COM | 89531P105 | $1.7K | 27,500 | 0.0% |
| Spdr Doubleline Tota l Return Tactical ET(TOTL) | COM | 78467V848 | $1.6K | 32,947 | 0.0% |
| Spdr Oil & Gas EXP & ETF | COM | 78464A730 | $1.6K | 51,475 | 0.0% |