Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	PAYPAL HLDGS INC	134,914	$15.44M	5.3%	$35.21	—	COM	70450y103
—	MASTERCARD INC	54,630	$14.45M	5.0%	$122.08	—	CL A	57636q104
EW	EDWARDS LIFESCIENCES CORP	77,997	$14.41M	5.0%	$60.47	0.0%	COM	28176E108
TSCO	TRACTOR SUPPLY CO	132,169	$14.38M	5.0%	$10.35	+80.1%	COM	892356106
ECL	ECOLAB INC	64,729	$12.78M	4.4%	$105.21	+64.6%	COM	278865100
DIS	DISNEY WALT CO	87,784	$12.26M	4.2%	$94.84	+35.0%	COM DISNEY	254687106
NKE	NIKE INC	142,980	$12M	4.1%	$49.23	+56.6%	CL B	654106103
CMG	CHIPOTLE MEXICAN GRILL INC	16,213	$11.88M	4.1%	$7.60	+85.6%	COM	169656105
AAPL	APPLE INC	55,792	$11.04M	3.8%	$19.21	+142.7%	COM	037833100
—	MONSTER BEVERAGE CORP NEW	164,440	$10.5M	3.6%	$72.92	—	COM	61174x109
—	FACEBOOK INC	53,619	$10.35M	3.6%	$85.30	—	CL A	30303m102
—	INTUITIVE SURGICAL INC	19,699	$10.33M	3.6%	$449.96	—	COM NEW	46120e602
—	CERNER CORP	139,925	$10.26M	3.5%	$60.31	—	COM	156782104
AMZN	AMAZON COM INC	5,392	$10.21M	3.5%	$59.47	+56.6%	COM	023135106
NVO	NOVO-NORDISK A S	196,089	$10.01M	3.5%	$61.14	—	ADR	670100205
—	BOOKING HLDGS INC	5,246	$9.835M	3.4%	$2072.00	—	COM	09857l108
—	ALPHABET INC	8,170	$8.846M	3.0%	$792.69	—	CAP STK CL A	02079k305
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	130,607	$8.279M	2.9%	$39.36	+51.0%	CL A	192446102
—	SPDR S&P 500 ETF TR	18,592	$5.447M	1.9%	$160.41	—	TR UNIT	78462f103
IYF	ISHARES TR	40,228	$5.053M	1.7%	$106.37	—	U.S. FINLS ETF	464287788
—	SELECT SECTOR SPDR TR	167,085	$4.612M	1.6%	$27.43	—	SBI INT-FINL	81369y605
IBB	ISHARES TR	33,851	$3.693M	1.3%	$109.10	—	NASDAQ BIOTECH	464287556
—	BIOGEN INC	13,562	$3.172M	1.1%	$336.48	—	COM	09062x103
ACWX	ISHARES TR	54,338	$2.541M	0.9%	$49.42	—	MSCI ACWI EX US	464288240
—	KIRKLAND LAKE GOLD LTD	51,110	$2.194M	0.8%	$42.93	—	COM	49741E100
IVV	ISHARES TR	5,770	$1.701M	0.6%	$223.75	—	CORE S&P500 ETF	464287200
—	CYBERARK SOFTWARE LTD	12,453	$1.592M	0.5%	$109.86	—	SHS	m2682v108
—	PAYCOM SOFTWARE INC	6,877	$1.559M	0.5%	$79.96	—	COM	70432v102
LULU	LULULEMON ATHLETICA INC	8,293	$1.494M	0.5%	$108.40	+60.2%	COM	550021109
VEEV	VEEVA SYS INC	9,029	$1.464M	0.5%	$90.96	+60.2%	CL A COM	922475108
HEI	HEICO CORP NEW	10,573	$1.415M	0.5%	$93.83	+18.5%	COM	422806109
—	VISA INC	8,142	$1.413M	0.5%	$104.26	—	COM CL A	92826c839
—	THE TRADE DESK INC	6,171	$1.406M	0.5%	$116.04	—	COM CL A	88339j105
—	ULTA BEAUTY INC	3,888	$1.349M	0.5%	$215.55	—	COM	90384s303
—	FIVE BELOW INC	10,467	$1.256M	0.4%	$65.26	—	COM	33829m101
—	ETSY INC	20,238	$1.242M	0.4%	$64.43	—	COM	29786a106
—	INCYTE CORP	14,401	$1.224M	0.4%	$85.50	—	COM	45337c102
MKC	MCCORMICK & CO INC	7,648	$1.186M	0.4%	$47.10	+43.9%	COM NON VTG	579780206
PGR	PROGRESSIVE CORP OHIO	14,433	$1.154M	0.4%	$53.45	+18.7%	COM	743315103
CHD	CHURCH & DWIGHT INC	15,543	$1.136M	0.4%	$47.52	+44.6%	COM	171340102
INTU	INTUIT	4,244	$1.109M	0.4%	$224.44	+8.5%	COM	461202103
EEFT	EURONET WORLDWIDE INC	5,665	$953K	0.3%	$112.57	+35.8%	COM	298736109
—	ALPHABET INC	791	$855K	0.3%	$758.89	—	CAP STK CL C	02079k107
—	ICON PLC	4,919	$757K	0.3%	$86.88	—	SHS	g4705a100
—	TEXAS PAC LD TR	957	$753K	0.3%	$302.59	—	SUB CTF PROP I T	882610108
—	ESSENT GROUP LTD	16,016	$753K	0.3%	$36.32	—	COM	g3198u102
AME	AMETEK INC NEW	8,280	$752K	0.3%	$47.81	+71.4%	COM	031100100
ADBE	ADOBE INC	2,487	$733K	0.3%	$181.99	+52.6%	COM	00724F101
—	SKECHERS U S A INC	22,905	$721K	0.2%	$32.81	—	CL A	830566105
ODFL	OLD DOMINION FREIGHT LINE IN	4,822	$720K	0.2%	$24.10	+95.8%	COM	679580100
—	EQUITY LIFESTYLE PPTYS INC	5,888	$714K	0.2%	$98.90	—	COM	29472r108
—	NVR INC	211	$711K	0.2%	$1864.57	—	COM	62944t105
ILMN	ILLUMINA INC	1,912	$704K	0.2%	$317.89	-0.7%	COM	452327109
HXL	HEXCEL CORP NEW	8,682	$702K	0.2%	$72.68	0.0%	COM	428291108
IUSG	ISHARES TR	11,140	$698K	0.2%	$52.43	—	CORE S&P US GWT	464287671
IJH	ISHARES TR	3,570	$694K	0.2%	$157.11	—	CORE S&P MCP ETF	464287507
—	TREX CO INC	9,480	$680K	0.2%	$80.96	—	COM	89531p105
MSFT	MICROSOFT CORP	4,985	$668K	0.2%	$46.80	+155.4%	COM	594918104
ROST	ROSS STORES INC	6,744	$668K	0.2%	$49.73	+83.6%	COM	778296103
MMS	MAXIMUS INC	9,158	$664K	0.2%	$60.68	+19.6%	COM	577933104
—	EPAM SYS INC	3,722	$644K	0.2%	$173.03	—	COM	29414b104
—	SERVICENOW INC	2,328	$639K	0.2%	$274.48	—	COM	81762p102
TTC	TORO CO	9,453	$632K	0.2%	$51.10	+37.4%	COM	891092108
—	SKYWORKS SOLUTIONS INC	8,146	$629K	0.2%	$69.15	—	COM	83088m102
—	SVB FINL GROUP	2,792	$627K	0.2%	$258.63	—	COM	78486q101
ALGN	ALIGN TECHNOLOGY INC	2,282	$625K	0.2%	$112.52	+168.4%	COM	016255101
—	PAYLOCITY HLDG CORP	6,526	$612K	0.2%	$93.78	—	COM	70438v106
—	EAST WEST BANCORP INC	12,936	$605K	0.2%	$54.04	—	COM	27579r104
THO	THOR INDS INC	10,308	$603K	0.2%	$67.21	-21.5%	COM	885160101
FAST	FASTENAL CO	18,366	$599K	0.2%	$13.32	+4.6%	COM	311900104
—	ARISTA NETWORKS INC	2,307	$599K	0.2%	$314.39	—	COM	040413106
AOS	SMITH A O CORP	12,560	$592K	0.2%	$41.36	+4.9%	COM	831865209
FTNT	FORTINET INC	7,481	$575K	0.2%	$16.47	0.0%	COM	34959E109
—	SPDR DOW JONES INDL AVRG ETF	1,940	$516K	0.2%	$149.64	—	UT SER 1	78467x109
VNQ	VANGUARD INDEX FDS	5,857	$512K	0.2%	$84.06	—	REAL ESTATE ETF	922908553
—	EXXON MOBIL CORP	6,427	$493K	0.2%	$87.44	—	COM	30231g102
IWR	ISHARES TR	8,599	$480K	0.2%	$75.33	—	RUS MID CAP ETF	464287499
AFL	AFLAC INC	8,731	$479K	0.2%	$34.78	+26.7%	COM	001055102
ABT	ABBOTT LABS	5,515	$464K	0.2%	$38.57	+82.0%	COM	002824100
IWM	ISHARES TR	2,967	$461K	0.2%	$124.60	—	RUSSELL 2000 ETF	464287655
IUSV	ISHARES TR	8,002	$453K	0.2%	$52.27	—	CORE S&P US VLU	464287663
JNJ	JOHNSON & JOHNSON	3,189	$444K	0.2%	$77.10	+48.9%	COM	478160104
—	ACCENTURE PLC IRELAND	2,388	$441K	0.2%	$100.48	—	SHS CLASS A	g1151c101
UNP	UNION PACIFIC CORP	2,563	$433K	0.1%	$98.67	+49.8%	COM	907818108
SHW	SHERWIN WILLIAMS CO	939	$430K	0.1%	$76.49	+84.2%	COM	824348106
HON	HONEYWELL INTL INC	2,451	$428K	0.1%	$98.38	+40.9%	COM	438516106
MCD	MCDONALDS CORP	2,032	$422K	0.1%	$99.30	+71.0%	COM	580135101
HD	HOME DEPOT INC	1,980	$412K	0.1%	$100.28	+69.1%	COM	437076102
—	SELECT SECTOR SPDR TR	6,880	$410K	0.1%	$52.21	—	SBI INT-UTILS	81369y886
—	MEDTRONIC PLC	4,189	$408K	0.1%	$82.14	—	SHS	g5960l103
WMT	WALMART INC	3,668	$405K	0.1%	$29.25	+7.0%	COM	931142103
—	UNITED TECHNOLOGIES CORP	2,944	$383K	0.1%	$105.63	—	COM	913017109
—	UNITEDHEALTH GROUP INC	1,412	$345K	0.1%	$248.23	—	COM	91324p102
EEM	ISHARES TR	7,239	$311K	0.1%	$43.03	—	MSCI EMG MKT ETF	464287234
—	NETEASE INC	1,112	$284K	0.1%	$241.61	—	SPONSORED ADR	64110w102
—	PAYSIGN INC	20,182	$270K	0.1%	$13.38	—	COM	70451a104
—	SOLAREDGE TECHNOLOGIES INC	3,720	$232K	0.1%	$62.37	—	COM	83417m104
—	GLOBANT S A	2,185	$221K	0.1%	$71.55	—	COM	l44385109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	5,596	$219K	0.1%	$30.62	—	SPONSORED ADS	874039100
—	FOX FACTORY HLDG CORP	2,631	$217K	0.1%	$82.48	—	COM	35138v102
NMIH	NMI HLDGS INC	7,595	$216K	0.1%	$27.84	0.0%	CL A	629209305
—	INNOVATIVE INDL PPTYS INC	1,705	$211K	0.1%	$123.75	—	COM	45781v101
OFLX	OMEGA FLEX INC	2,693	$207K	0.1%	$68.62	+22.4%	COM	682095104
—	HANNON ARMSTRONG SUST INFR C	7,309	$206K	0.1%	$28.18	—	COM	41068x100
CVGW	CALAVO GROWERS INC	2,130	$206K	0.1%	$81.62	0.0%	COM	128246105
AAON	AAON INC	3,998	$201K	0.1%	$25.29	+21.0%	COM PAR $0.004	000360206
—	EXPONENT INC	3,425	$200K	0.1%	$58.39	—	COM	30214u102
—	NV5 GLOBAL INC	2,459	$200K	0.1%	$81.33	—	COM	62945v109
—	GLU MOBILE INC	21,732	$156K	0.1%	$8.57	—	COM	379890106
—	OPERA LTD	13,115	$137K	0.0%	$10.45	—	SPONSORED ADS	68373m107