| Adobe Inc COM(ADBE) | COM | 00724F101 | $3.0M | 10,748 | 29.5% |
| Costco Whsl Corp New COM(COST) | COM | 22160K105 | $1.8M | 6,174 | 17.7% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | ADR | 01609W102 | $1.1M | 6,413 | 10.7% |
| Advanced Micro Devices Inc COM(AMD) | COM | 007903107 | $807.0K | 27,823 | 8.0% |
| Cisco SYS Inc COM(CSCO) | COM | 17275R102 | $804.0K | 16,275 | 8.0% |
| Ciena Corp COM New(CIEN) | COM | 171779309 | $782.0K | 19,931 | 7.8% |
| Darden Restaurants Inc COM(DRI) | COM | 237194105 | $562.0K | 4,750 | 5.6% |
| Chegg Inc COM(CHGG) | COM | 163092109 | $479.0K | 15,994 | 4.8% |
| Baozun Inc Sponsored ADR(BZUN) | ADR | 06684L103 | $307.0K | 7,181 | 3.1% |
| Boeing Co COM(BA)A | COM | 097023105 | $124.0K | 327 | 1.2% |
| Abbvie Inc COM(ABBV)A | COM | 00287Y109 | $100.0K | 1,325 | 1.0% |
| Crown Castle Intl Corp New COM(CCI) | REIT | 22822V101 | $98.0K | 705 | 1.0% |
| Boston Scientific Corp COM(BSX) | COM | 101137107 | $28.0K | 693 | 0.3% |
| Microsoft Corp COM(MSFT) | COM | 594918104 | $6.5K | 46,857 | 0.1% |
| Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $5.8K | 19,705 | 0.1% |
| Amazon COM Inc COM(AMZN) | COM | 023135106 | $4.9K | 2,837 | 0.0% |
| Apple Inc COM(AAPL) | COM | 037833100 | $4.7K | 20,952 | 0.0% |
| Alphabet Inc Cap STK CL A(GOOGL) | COM | 02079K305 | $3.8K | 3,122 | 0.0% |
| Visa Inc COM CL A(V) | COM | 92826C839 | $3.5K | 20,473 | 0.0% |
| Sonoco Prods Co COM(SON) | COM | 835495102 | $3.2K | 54,256 | 0.0% |
| Ishares 7-10 Year Treasury Bond ETF(IEF) | ETF | 464287440 | $3.1K | 27,294 | 0.0% |
| Zoetis Inc CL A(ZTS) | COM | 98978V103 | $2.6K | 20,546 | 0.0% |
| Mastercard Inc CL A(MA) | COM | 57636Q104 | $2.4K | 8,995 | 0.0% |
| AT&T Inc COM(T) | COM | 00206R102 | $2.4K | 64,191 | 0.0% |
| Facebook Inc CL A(META) | COM | 30303M102 | $2.2K | 12,527 | 0.0% |
| Honeywell Intl Inc COM(HON) | COM | 438516106 | $2.1K | 12,641 | 0.0% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $2.1K | 7,134 | 0.0% |
| Paypal Hldgs Inc COM(PYPL) | COM | 70450Y103 | $2.1K | 20,480 | 0.0% |
| JPMorgan Chase & Co COM(JPM) | COM | 46625H100 | $2.1K | 17,975 | 0.0% |
| Verizon Communications Inc COM(VZ) | COM | 92343V104 | $2.1K | 52,093 | 0.0% |
| Disney Walt Co COM Disney(DIS)A | COM | 254687106 | $2.1K | 16,150 | 0.0% |
| Ishares Russell Mid-Cap ETF(IWR) | ETF | 464287499 | $2.0K | 36,570 | 0.0% |
| Comcast Corp New CL A(CMCSA) | COM | 20030N101 | $2.0K | 44,564 | 0.0% |
| Home Depot Inc COM(HD) | COM | 437076102 | $1.8K | 7,561 | 0.0% |
| Ishares Comex Gold Trust(IAUUSD) | ETF | 464285105 | $1.7K | 123,544 | 0.0% |
| Walmart Inc COM(WMT) | COM | 931142103 | $1.6K | 13,764 | 0.0% |
| Nike Inc CL B(NKE) | COM | 654106103 | $1.6K | 17,385 | 0.0% |
| Global Pmts Inc COM(GPN) | COM | 37940X102 | $1.6K | 9,955 | 0.0% |
| Accenture PLC Ireland SHS Class A(ACN) | COM | G1151C101 | $1.5K | 8,000 | 0.0% |
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $1.5K | 11,020 | 0.0% |
| Ishares U.S. Aerospace & Defense ETF(ITA) | ETF | 464288760 | $1.5K | 6,717 | 0.0% |
| Ishares S&P Small-Cap Fund(IJR) | ETF | 464287804 | $1.4K | 18,321 | 0.0% |
| Johnson & Johnson COM(JNJ) | COM | 478160104 | $1.4K | 10,641 | 0.0% |
| American Express Co COM(AXP) | COM | 025816109 | $1.3K | 11,300 | 0.0% |
| Netflix Inc COM(NFLX) | COM | 64110L106 | $1.2K | 4,354 | 0.0% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | COM | 084670702 | $1.1K | 5,339 | 0.0% |
| Salesforce COM Inc COM(CRM) | COM | 79466L302 | $1.1K | 7,118 | 0.0% |
| Lululemon Athletica Inc COM(LULU) | COM | 550021109 | $1.0K | 5,368 | 0.0% |
| Danaher Corporation COM(DHR) | COM | 235851102 | $1.0K | 7,020 | 0.0% |
| Bank Amer Corp COM(BAC) | COM | 060505104 | $1.0K | 34,592 | 0.0% |