| Cummins Inc COM(CMI) | Stock | 231021106 | $2.7M | 17,288 | 20.7% |
| Cisco SYS Inc(CSCO) | Stock | 17275R102 | $2.5M | 46,083 | 18.9% |
| Constellation Brands Inc CL A(STZ) | Stock | 21036P108 | $1.9M | 10,701 | 14.3% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | ADR | 01609W102 | $915.0K | 5,017 | 7.0% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $914.0K | 11,336 | 6.9% |
| Costco Wholesale Corp(COST) | Stock | 22160K105 | $722.0K | 2,980 | 5.5% |
| Adobe SYS Inc(ADBE) | Stock | 00724F101 | $374.0K | 1,405 | 2.8% |
| Conocophillips COM(COP) | Stock | 20825C104 | $351.0K | 5,266 | 2.7% |
| Corcept Therapeutics Inc COM(CORT) | Stock | 218352102 | $221.0K | 18,796 | 1.7% |
| Biogen Idec Inc(BIIB) | Stock | 09062X103 | $190.0K | 805 | 1.4% |
| Charter Communications Inc New CL A(CHTR) | Stock | 16119P108 | $185.0K | 532 | 1.4% |
| AMC Networks Inc CL A(AMCX) | Stock | 00164V103 | $173.0K | 3,050 | 1.3% |
| Boston Scientific Corp(BSX) | Stock | 101137107 | $168.0K | 4,373 | 1.3% |
| Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $146.5K | 518,677 | 1.1% |
| Axogen Inc COM(AXGN) | Stock | 05463X106 | $118.0K | 5,607 | 0.9% |
| Darden Restaurants Inc(DRI) | Stock | 237194105 | $113.0K | 930 | 0.9% |
| Consolidated Edison Inc COM(ED) | Stock | 209115104 | $110.0K | 1,300 | 0.8% |
| Corning Inc COM(GLW) | Stock | 219350105 | $95.0K | 2,867 | 0.7% |
| Bausch Health COS Inc COM(BHC) | Stock | 071734107 | $85.0K | 3,431 | 0.6% |
| Bj's Restaurants(BJRI) | Stock | 09180C106 | $77.0K | 1,637 | 0.6% |
| Ciena Corp COM New(CIEN) | Stock | 171779309 | $66.0K | 1,768 | 0.5% |
| Autodesk Inc(ADSK) | Stock | 052769106 | $63.0K | 404 | 0.5% |
| Akebia Therapeutics Inc COM(AKBA) | Stock | 00972D105 | $47.0K | 5,700 | 0.4% |
| Boston Beer Co CL A(SAM) | Stock | 100557107 | $47.0K | 160 | 0.4% |
| Vanguard Ftse Emerging Markets ETF(VWO) | ETF | 922042858 | $44.1K | 1,037,081 | 0.3% |
| Ishares S&P Smallcap 600 ETF(IJR) | ETF | 464287804 | $39.9K | 517,551 | 0.3% |
| Carmax Inc(KMX) | Stock | 143130102 | $38.0K | 547 | 0.3% |
| Vanguard Short Term Corp Bond FD ETF(VCSH) | ETF | 92206C409 | $37.5K | 469,800 | 0.3% |
| Cadence Design System Inc COM(CDNS) | Stock | 127387108 | $34.0K | 532 | 0.3% |
| Artisan Part Asset Mngt(APAM) | Stock | 04316A108 | $28.0K | 1,122 | 0.2% |
| Acadia Pharmaceuticals Inc COM(ACAD) | Stock | 004225108 | $27.0K | 1,000 | 0.2% |
| Darling International Inc(DAR) | Stock | 237266101 | $26.0K | 1,200 | 0.2% |
| Apple Inc(AAPL) | Stock | 037833100 | $21.7K | 114,489 | 0.2% |
| Ishares S&P 500 Index(IVV) | ETF | 464287200 | $19.9K | 70,033 | 0.2% |
| Chegg Inc COM(CHGG) | Stock | 163092109 | $18.0K | 471 | 0.1% |
| Ishares Msci Eafe ETF(EFA) | ETF | 464287465 | $17.0K | 261,438 | 0.1% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $15.5K | 77,239 | 0.1% |
| Microsoft(MSFT) | Stock | 594918104 | $14.9K | 125,912 | 0.1% |
| Vanguard Total Stock Market Index Fund(VTI) | ETF | 922908769 | $14.1K | 97,440 | 0.1% |
| Ishares Russell 2000 ETF(IWM) | ETF | 464287655 | $13.7K | 89,242 | 0.1% |
| Vanguard Total International Stock ETF(VXUS) | ETF | 921909768 | $12.5K | 240,855 | 0.1% |
| Acuity Brands Inc(AYI) | Stock | 00508Y102 | $12.0K | 103 | 0.1% |
| Hill ROM Hldgs Inc COM(HRC) | Stock | 431475102 | $9.8K | 92,321 | 0.1% |
| Ishares Msci Emerging Markets ETF(EEM) | ETF | 464287234 | $9.2K | 214,829 | 0.1% |
| X-Trackers Msci Eafe Hedged Equity ETF(DBEF) | ETF | 233051200 | $9.0K | 290 | 0.1% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $8.5K | 83,770 | 0.1% |
| Amazon.com Inc(AMZN) | Stock | 023135106 | $8.4K | 4,721 | 0.1% |
| Antero RES Corp COM(AR) | Stock | 03674X106 | $8.0K | 900 | 0.1% |
| Align Technology Inc COM(ALGN) | Stock | 016255101 | $8.0K | 28 | 0.1% |
| Ishares Russell 1000 Value ETF(IWD) | ETF | 464287598 | $6.7K | 53,984 | 0.1% |