| Charter Communications cl A(CHTR) | COM | 16119P108 | $4.1M | 9,381 | 37.7% |
| Akamai Technologies, Inc.(AKAM) | COM | 00971T101 | $3.3M | 36,502 | 30.7% |
| AbbVie Inc.(ABBV) | COM | 00287Y109 | $1.9M | 25,007 | 17.5% |
| Biogen Inc(BIIB) | COM | 09062X103 | $519.0K | 1,640 | 4.8% |
| Cummins Inc.(CMI) | COM | 231021106 | $469.0K | 3,468 | 4.3% |
| D.R. Horton, Inc.(DHI) | COM | 23331A109 | $456.0K | 13,418 | 4.2% |
| Apple Inc.(AAPL) | COM | 037833100 | $6.9K | 27,256 | 0.1% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $5.5K | 2,828 | 0.1% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $5.0K | 31,940 | 0.0% |
| Mastercard, Inc.(MA) | COM | 57636Q104 | $4.7K | 19,501 | 0.0% |
| Eli Lilly & Co.(LLY) | COM | 532457108 | $4.3K | 30,860 | 0.0% |
| Fidelity National Info Srv(FIS) | COM | 31620M106 | $4.2K | 34,688 | 0.0% |
| UnitedHealth Group, Inc.(UNH) | COM | 91324P102 | $3.3K | 13,273 | 0.0% |
| Sherwin-Williams Co.(SHW) | COM | 824348106 | $3.2K | 6,968 | 0.0% |
| Thermo Fisher Scientific, I(TMO) | COM | 883556102 | $2.9K | 10,055 | 0.0% |
| Bristol-Myers Squibb Co.(BMY) | COM | 110122108 | $2.7K | 48,875 | 0.0% |
| Regeneron Pharmaceutical(REGN) | COM | 75886F107 | $2.6K | 5,309 | 0.0% |
| Qualcomm Inc.(QCOM) | COM | 747525103 | $2.4K | 34,753 | 0.0% |
| Alphabet Inc. Class A(GOOGL) | COM | 02079K305 | $2.3K | 1,941 | 0.0% |
| Landstar System, Inc.(LSTR) | COM | 515098101 | $2.2K | 22,968 | 0.0% |
| Chubb Limited(CB) | COM | H1467J104 | $2.2K | 19,538 | 0.0% |
| Alphabet Inc. Class C(GOOG) | COM | 02079K107 | $2.1K | 1,764 | 0.0% |
| Dollar Tree, Inc.(DLTR) | COM | 256746108 | $1.8K | 24,512 | 0.0% |
| Cognizant Tech Solutions(CTSH) | COM | 192446102 | $1.7K | 36,112 | 0.0% |
| United Rentals, Inc.(URI) | COM | 911363109 | $1.7K | 16,168 | 0.0% |
| Southwest Airlines Co.(LUV) | COM | 844741108 | $1.6K | 45,637 | 0.0% |
| ON Semiconductor Corporatio(ON) | COM | 682189105 | $1.6K | 125,505 | 0.0% |
| Alexion Pharmaceuticals, In(ALXN) | COM | 015351109 | $1.5K | 16,362 | 0.0% |
| SEI Investments Co.(SEIC) | COM | 784117103 | $1.5K | 31,636 | 0.0% |
| Robert Half International,(RHI) | COM | 770323103 | $1.4K | 36,393 | 0.0% |
| LKQ Corporation(LKQ) | COM | 501889208 | $1.3K | 64,040 | 0.0% |
| Walgreens Boots Alliance, I(WBA) | COM | 931427108 | $1.2K | 26,627 | 0.0% |
| Royal Caribbean Cruises Ltd(RCL) | COM | V7780T103 | $835 | 25,963 | 0.0% |
| Equinix, Inc. (REIT)(EQIX) | COM | 29444U700 | $720 | 1,153 | 0.0% |
| Avery Dennison Corporation(AVY) | COM | 053611109 | $693 | 6,807 | 0.0% |
| Skyworks Solutions, Inc.(SWKS) | COM | 83088M102 | $572 | 6,401 | 0.0% |
| Anthem, Inc.(ELV) | COM | 036752103 | $544 | 2,394 | 0.0% |
| Facebook, Inc. cl A(META) | COM | 30303M102 | $524 | 3,142 | 0.0% |
| Applied Materials, Inc.(AMAT) | COM | 038222105 | $507 | 11,067 | 0.0% |
| PepsiCo, Inc.(PEP) | COM | 713448108 | $478 | 3,976 | 0.0% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $471 | 5,234 | 0.0% |
| Microchip Technology, Inc.(MCHP) | COM | 595017104 | $441 | 6,508 | 0.0% |
| PNC Financial Services Grou(PNC) | COM | 693475105 | $416 | 4,342 | 0.0% |
| Booking Holdings, Inc.(BKNG) | COM | 09857L108 | $383 | 285 | 0.0% |
| AmerisourceBergen Corporati(COR) | COM | 03073E105 | $352 | 3,977 | 0.0% |
| Valero Energy Corporation(VLO) | COM | 91913Y100 | $349 | 7,705 | 0.0% |
| Cabot Oil & Gas Corp.(CTRA) | COM | 127097103 | $322 | 18,756 | 0.0% |
| Raytheon Company(RTN1USD) | COM | 755111507 | $302 | 2,303 | 0.0% |
| Public Storage, Inc.(PSA) | COM | 74460D109 | $288 | 1,450 | 0.0% |
| iShares Russell 1000 Growth(IWF) | COM | 464287614 | $283 | 1,879 | 0.0% |