| Charter Communications cl A(CHTR) | COM | 16119P108 | $4.7M | 9,698 | 39.2% |
| Akamai Technologies, Inc.(AKAM) | COM | 00971T101 | $3.3M | 37,854 | 27.3% |
| AbbVie Inc.(ABBV) | COM | 00287Y109 | $2.1M | 23,267 | 17.2% |
| D.R. Horton, Inc.(DHI) | COM | 23331A109 | $724.0K | 13,722 | 6.0% |
| Cummins Inc.(CMI) | COM | 231021106 | $634.0K | 3,544 | 5.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $498.0K | 1,677 | 4.2% |
| Apple Inc.(AAPL) | COM | 037833100 | $8.3K | 28,269 | 0.1% |
| Mastercard, Inc.(MA) | COM | 57636Q104 | $6.1K | 20,297 | 0.1% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $5.4K | 2,931 | 0.0% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $5.2K | 33,108 | 0.0% |
| Fidelity National Info Srv(FIS) | COM | 31620M106 | $5.0K | 35,985 | 0.0% |
| Sherwin-Williams Co.(SHW) | COM | 824348106 | $4.2K | 7,276 | 0.0% |
| Eli Lilly & Co.(LLY) | COM | 532457108 | $4.2K | 31,769 | 0.0% |
| UnitedHealth Group, Inc.(UNH) | COM | 91324P102 | $4.0K | 13,752 | 0.0% |
| Church & Dwight Co., Inc.(CHD) | COM | 171340102 | $3.7K | 52,373 | 0.0% |
| Royal Caribbean Cruises Ltd.(RCL) | COM | V7780T103 | $3.6K | 26,850 | 0.0% |
| Thermo Fisher Scientific, Inc.(TMO) | COM | 883556102 | $3.4K | 10,468 | 0.0% |
| ON Semiconductor Corporation(ON) | COM | 682189105 | $3.2K | 130,915 | 0.0% |
| Chubb Limited(CB) | COM | H1467J104 | $3.2K | 20,334 | 0.0% |
| United Rentals, Inc.(URI) | COM | 911363109 | $2.8K | 16,809 | 0.0% |
| Alphabet Inc. Class A(GOOGL) | COM | 02079K305 | $2.7K | 2,025 | 0.0% |
| Bristol-Myers Squibb Co.(BMY) | COM | 110122108 | $2.7K | 41,967 | 0.0% |
| Southwest Airlines Co.(LUV) | COM | 844741108 | $2.6K | 47,487 | 0.0% |
| Alphabet Inc. Class C(GOOG) | COM | 02079K107 | $2.5K | 1,846 | 0.0% |
| Dollar Tree, Inc.(DLTR) | COM | 256746108 | $2.4K | 25,514 | 0.0% |
| LKQ Corporation(LKQ) | COM | 501889208 | $2.4K | 66,962 | 0.0% |
| iShares Russell 1000 Growth ET(IWF) | COM | 464287614 | $2.4K | 13,474 | 0.0% |
| Robert Half International, Inc(RHI) | COM | 770323103 | $2.4K | 37,365 | 0.0% |
| Cognizant Tech Solutions(CTSH) | COM | 192446102 | $2.3K | 37,279 | 0.0% |
| Landstar System, Inc.(LSTR) | COM | 515098101 | $2.3K | 19,776 | 0.0% |
| SEI Investments Co.(SEIC) | COM | 784117103 | $2.1K | 31,636 | 0.0% |
| Walgreens Boots Alliance, Inc.(WBA) | COM | 931427108 | $1.6K | 26,619 | 0.0% |
| Alexion Pharmaceuticals, Inc.(ALXN) | COM | 015351109 | $978 | 9,040 | 0.0% |
| Avery Dennison Corporation(AVY) | COM | 053611109 | $910 | 6,958 | 0.0% |
| Skyworks Solutions, Inc.(SWKS) | COM | 83088M102 | $791 | 6,547 | 0.0% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $747 | 5,357 | 0.0% |
| Anthem, Inc.(ELV) | COM | 036752103 | $740 | 2,450 | 0.0% |
| Valero Energy Corporation(VLO) | COM | 91913Y100 | $738 | 7,880 | 0.0% |
| PNC Financial Services Group,(PNC) | COM | 693475105 | $708 | 4,437 | 0.0% |
| Microchip Technology, Inc.(MCHP) | COM | 595017104 | $697 | 6,656 | 0.0% |
| Applied Materials, Inc.(AMAT) | COM | 038222105 | $691 | 11,317 | 0.0% |
| Equinix, Inc. (REIT)(EQIX) | COM | 29444U700 | $689 | 1,180 | 0.0% |
| Booking Holdings, Inc.(BKNG) | COM | 09857L108 | $665 | 324 | 0.0% |
| Facebook, Inc. cl A(META) | COM | 30303M102 | $660 | 3,215 | 0.0% |
| Raytheon Company(RTN1USD) | COM | 755111507 | $572 | 2,605 | 0.0% |
| PepsiCo, Inc.(PEP) | COM | 713448108 | $556 | 4,068 | 0.0% |
| Discover Financial Services(DFSEUR) | COM | 254709108 | $549 | 6,471 | 0.0% |
| Delta Air Lines, Inc.(DAL) | COM | 247361702 | $462 | 7,897 | 0.0% |
| Carnival Corp.(CCL) | COM | 143658300 | $404 | 7,955 | 0.0% |
| NetApp, Inc.(NTAP) | COM | 64110D104 | $374 | 6,008 | 0.0% |