| Cloudflare Inc CL A COM(NET) | Stock | 18915M107 | $6.6M | 93,534 | 23.1% |
| Builders Firstsource Inc COM(BLDR) | Stock | 12008R107 | $5.6M | 119,695 | 19.5% |
| Cadence Design System Inc COM(CDNS) | Stock | 127387108 | $5.0M | 36,577 | 17.6% |
| Advanced Micro Devices Inc COM(AMD) | Stock | 007903107 | $4.6M | 59,159 | 16.3% |
| Adobe Systems Incorporated COM(ADBE) | Stock | 00724F101 | $4.6M | 9,620 | 16.1% |
| Caci Intl Inc CL A(CACI) | Stock | 127190304 | $913.0K | 3,700 | 3.2% |
| Corning Inc COM(GLW) | Stock | 219350105 | $749.0K | 17,220 | 2.6% |
| Amplify Online Retail ETF(IBUY) | ETF | 032108102 | $229.0K | 1,843 | 0.8% |
| Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD) | ETF | 464287242 | $12.7K | 97,925 | 0.0% |
| Microsoft(MSFT) | Stock | 594918104 | $10.5K | 44,562 | 0.0% |
| Ishares Tips Bond ETF(TIP) | ETF | 464287176 | $7.4K | 58,975 | 0.0% |
| Spdr Bloomberg Barclays High Yield Bond ETF(JNK) | ETF | 78468R622 | $6.7K | 61,653 | 0.0% |
| Eastman Chem Co COM(EMN) | Stock | 277432100 | $6.5K | 59,398 | 0.0% |
| Nike Inc CL B(NKE) | Stock | 654106103 | $6.2K | 46,606 | 0.0% |
| Veeva SYS Inc CL A COM(VEEV) | Stock | 922475108 | $5.7K | 21,981 | 0.0% |
| Quanta Svcs Inc COM(PWR) | Stock | 74762E102 | $5.5K | 62,797 | 0.0% |
| Thermo Fisher Scientific Inc COM(TMO) | Stock | 883556102 | $5.5K | 12,013 | 0.0% |
| Servicenow Inc COM(NOW) | Stock | 81762P102 | $5.3K | 10,679 | 0.0% |
| Cree Inc | Stock | 225447101 | $5.3K | 49,017 | 0.0% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $5.1K | 9,605 | 0.0% |
| Activision Blizzard Inc COM(ATVIEUR) | Stock | 00507V109 | $5.1K | 54,731 | 0.0% |
| Fiserv Inc COM(FISV) | Stock | 337738108 | $5.1K | 42,432 | 0.0% |
| Nasdaq STK MKT Inc(NDAQ) | Stock | 631103108 | $4.9K | 33,419 | 0.0% |
| Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB) | ETF | 464288281 | $4.6K | 42,469 | 0.0% |
| Visa Inc(V) | Stock | 92826C839 | $4.6K | 21,653 | 0.0% |
| Invesco PLC New Sponsored ADR(IVZ) | Stock | G491BT108 | $4.4K | 175,629 | 0.0% |
| Zillow Group Inc CL A(ZG) | Stock | 98954M101 | $4.4K | 33,487 | 0.0% |
| Overstock COM Inc del COM(BBBY) | Stock | 690370101 | $4.4K | 65,890 | 0.0% |
| Baker Hughes Company CL A(BKR) | Stock | 05722G100 | $4.1K | 189,265 | 0.0% |
| Fifth Third Bancorp(FITB) | Stock | 316773100 | $4.1K | 108,971 | 0.0% |
| Molina Healthcare Inc COM(MOH) | Stock | 60855R100 | $3.7K | 15,660 | 0.0% |
| Nextera Energy Inc COM(NEE) | Stock | 65339F101 | $3.4K | 44,704 | 0.0% |
| Pool Corp COM(POOL) | Stock | 73278L105 | $2.9K | 8,310 | 0.0% |
| Timken Co COM(TKR) | Stock | 887389104 | $2.8K | 35,030 | 0.0% |
| Powershares QQQ TR(QQQ) | ETF | 46090E103 | $2.6K | 8,091 | 0.0% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $2.4K | 17,848 | 0.0% |
| Spdr Bloomberg Barclays Convertible Securities ETF(CWB) | ETF | 78464A359 | $2.4K | 28,713 | 0.0% |
| Salesforce COM Inc COM(CRM) | Stock | 79466L302 | $1.9K | 8,940 | 0.0% |
| Schlumberger LTD COM(SLB) | Stock | 806857108 | $1.9K | 69,164 | 0.0% |
| Ishares Russell 2000 Growth ETF(IWO) | ETF | 464287648 | $1.7K | 5,710 | 0.0% |
| TJX COS Inc New COM(TJX) | Stock | 872540109 | $1.7K | 25,545 | 0.0% |
| Amazon.com Inc(AMZN) | Stock | 023135106 | $1.6K | 515 | 0.0% |
| Jacobs Engr Group Inc COM(JECUSD) | Stock | 469814107 | $1.2K | 8,988 | 0.0% |
| Spdr S&P Regional Banking ETF(KRE) | ETF | 78464A698 | $1.1K | 16,869 | 0.0% |
| First Trust Nasdaq Transportation ETF(FTXR) | ETF | 33738R795 | $1.1K | 32,594 | 0.0% |
| Apple Inc(AAPL) | Stock | 037833100 | $1.1K | 8,735 | 0.0% |
| Technology Select Sector Spdr(XLK) | ETF | 81369Y803 | $1.0K | 7,816 | 0.0% |
| Ishares Russell Midcap Growth ETF(IWP) | ETF | 464287481 | $853 | 8,353 | 0.0% |
| Ishares Msci Eafe ETF(EFA) | ETF | 464287465 | $779 | 10,271 | 0.0% |
| Accenture LTD Bermuda CL A(ACN) | Stock | G1151C101 | $771 | 2,791 | 0.0% |