Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
WMT	Wal-Mart Stores Inc	1,608,650	$209M	13.2%	$129.70 *	$20.76	+100.0%	COM	931142103
AAPL	Apple Inc	663,996	$91.76M	5.8%	$138.20	$109.02	+24.7%	COM	037833100
KO	Coca-Cola Company	1,285,686	$72.02M	4.5%	$56.02 *	$30.52	+66.5%	COM	191216100
MSFT	Microsoft Corp	234,397	$54.59M	3.4%	$232.90 *	$84.44	+168.6%	COM	594918104
AMGN	Amgen Inc	203,281	$45.82M	2.9%	$225.40 *	$178.75	+13.8%	COM	031162100
SPGI	S&P Global Inc.	128,100	$39.12M	2.5%	$305.35 *	$164.21	+81.0%	COM	78409V104
PG	Procter & Gamble Co	299,327	$37.79M	2.4%	$126.25 *	$87.25	+33.2%	COM	742718109
JNJ	Johnson & Johnson	193,330	$31.58M	2.0%	$163.36 *	$92.55	+60.1%	COM	478160104
CVX	Chevron Corp	218,262	$31.36M	2.0%	$143.67 *	$102.26	+22.9%	COM	166764100
VRTX	Vertex Pharmaceutical	84,281	$24.4M	1.5%	$289.54	$142.63	+103.0%	COM	92532F100
MCD	McDonalds Corp	90,095	$20.79M	1.3%	$230.75 *	$170.07	+25.9%	COM	580135101
JPM	J P Morgan Chase & Co	194,775	$20.35M	1.3%	$104.50 *	$89.17	+7.9%	COM	46625H100
EA	Electronic Arts	171,045	$19.79M	1.2%	$115.71	$124.80	-8.9%	COM	285512109
COIN	Coinbase Global Inc.	301,400	$19.44M	1.2%	$64.49	$79.06	-18.4%	COM	19260Q107
LOW	Lowes Companies Inc	99,710	$18.73M	1.2%	$187.81 *	$147.82	+19.1%	COM	548661107
GOOGL	Alphabet Class A	189,640	$18.14M	1.1%	$95.65	$107.80	-11.9%	COM	02079K305
PAYX	Paychex Inc	159,933	$17.95M	1.1%	$112.21 *	$69.70	+46.0%	COM	704326107
CVS	CVS Health Corp	187,548	$17.89M	1.1%	$95.37 *	$63.92	+32.2%	COM	126650100
TXN	Texas Instruments	114,221	$17.68M	1.1%	$154.78 *	$82.05	+70.9%	COM	882508104
XOM	Exxon Mobil	196,163	$17.13M	1.1%	$87.31 *	$52.06	+50.1%	COM	30231G102
AXP	American Express Co	121,216	$16.35M	1.0%	$134.91 *	$108.32	+19.3%	COM	025816109
ABBV	AbbVie Inc	121,577	$16.32M	1.0%	$134.21 *	$94.94	+25.4%	COM	00287Y109
CSCO	Cisco Systems Inc	403,418	$16.14M	1.0%	$40.00 *	$30.50	+18.4%	COM	17275R102
AMZN	Amazon	139,960	$15.81M	1.0%	$113.00	$124.57	-9.3%	COM	023135106
SPY	SPDR S&P 500 Trust	43,825	$15.65M	1.0%	$357.19	$307.63	+16.1%	COM	78462F103
—	Crown Castle	107,979	$15.61M	1.0%	$144.55	$170.13	—	COM	228227104
VZ	Verizon Communications Inc	384,681	$14.61M	0.9%	$37.97 *	$36.92	-17.3%	COM	92343V104
AFL	AFLAC Inc	252,161	$14.17M	0.9%	$56.20 *	$42.80	+22.2%	COM	001055102
TJX	TJX Companies	225,146	$13.99M	0.9%	$62.12 *	$51.07	+16.2%	COM	872540109
ORCL	Oracle Corp	223,054	$13.62M	0.9%	$61.07 *	$56.44	+3.7%	COM	68389X105
SBUX	Starbucks Corp	156,355	$13.17M	0.8%	$84.26 *	$67.54	+15.3%	COM	855244109
UNH	UnitedHealth	25,668	$12.96M	0.8%	$505.03 *	$195.01	+144.4%	COM	91324P102
CTVA	Corteva Inc	224,728	$12.84M	0.8%	$57.15 *	$34.33	+60.6%	COM	22052L104
PSA	Public Storage Inc	42,700	$12.5M	0.8%	$292.81 *	$188.24	+36.6%	COM	74460D109
CMCSA	Comcast Corp	419,450	$12.3M	0.8%	$29.33 *	$37.71	-29.9%	COM	20030N101
MS	Morgan Stanley	151,948	$12.01M	0.8%	$79.01 *	$77.99	-9.3%	COM	617446448
UPS	United Parcel Service Inc Cl B	72,787	$11.76M	0.7%	$161.54 *	$107.46	+27.9%	COM	911312106
MDT	Medtronic Plc	143,263	$11.57M	0.7%	$80.75 *	$73.51	-0.5%	COM	G5960L103
RTX	Raytheon Technologies Corp	135,465	$11.09M	0.7%	$81.86 *	$56.43	+34.8%	COM	75513E101
ABT	Abbott Laboratories	114,292	$11.06M	0.7%	$96.76 *	$81.16	+11.9%	COM	002824100
PFE	Pfizer Inc	251,393	$11M	0.7%	$43.76 *	$34.53	+5.6%	COM	717081103
MET	Metlife Inc	174,717	$10.62M	0.7%	$60.78 *	$53.82	+2.2%	COM	59156R108
FAST	Fastenal Company	227,779	$10.49M	0.7%	$46.04 *	$23.25	-8.8%	COM	311900104
NEE	NextEra Energy	127,694	$10.01M	0.6%	$78.41 *	$65.42	+9.3%	COM	65339F101
TFC	Truist Financial Corporation	224,186	$9.761M	0.6%	$43.54 *	$42.24	-13.5%	COM	89832Q109
YUM	YUM Brands	90,673	$9.642M	0.6%	$106.34 *	$91.42	+9.3%	COM	988498101
GILD	Gilead Sciences	150,182	$9.265M	0.6%	$61.69 *	$55.91	-1.5%	COM	375558103
USB	U S Bancorp	228,151	$9.199M	0.6%	$40.32 *	$33.09	+4.5%	COM	902973304
COST	Costco Wholesale Corp	18,494	$8.734M	0.6%	$472.26 *	$336.90	+34.3%	COM	22160K105
ADBE	Adobe	31,322	$8.62M	0.5%	$275.21	$275.59	-0.1%	COM	00724F101
QCOM	Qualcomm Inc	75,832	$8.567M	0.5%	$112.97 *	$122.75	-14.6%	COM	747525103
DE	Deere & Company	25,560	$8.534M	0.5%	$333.88 *	$118.75	+168.9%	COM	244199105
TGT	Target Corp	57,040	$8.464M	0.5%	$148.39 *	$196.17	-32.3%	COM	87612E106
BMY	Bristol Myers Squibb Company	110,978	$7.889M	0.5%	$71.09 *	$41.43	+47.4%	COM	110122108
ACN	Accenture Ltd	30,096	$7.744M	0.5%	$257.31 *	$225.67	+8.4%	COM	G1151C101
CRM	Salesforce.com Inc	51,196	$7.364M	0.5%	$143.84	$119.58	+18.8%	COM	79466L302
NYT	New York Times Company	238,123	$6.846M	0.4%	$28.75 *	$42.74	-35.3%	COM	650111107
FISV	Fiserv	72,449	$6.779M	0.4%	$93.57	$75.65	+23.7%	COM	337738108
GOOG	Alphabet Class C	69,680	$6.7M	0.4%	$96.15	$111.17	-14.2%	COM	02079K107
INTU	Intuit	17,105	$6.625M	0.4%	$387.31 *	$160.41	+136.3%	COM	461202103
AMAT	Applied Materials	80,388	$6.586M	0.4%	$81.93 *	$93.49	-14.9%	COM	038222105
DIS	Walt Disney Company	69,651	$6.57M	0.4%	$94.33 *	$118.04	-21.9%	COM	254687106
UNP	Union Pacific Corp	33,646	$6.555M	0.4%	$194.82 *	$125.80	+43.5%	COM	907818108
HPQ	HP Inc	261,877	$6.526M	0.4%	$24.92 *	$29.00	-23.9%	COM	40434L105
AMT	American Tower REIT	30,214	$6.487M	0.4%	$214.70 *	$181.96	+5.1%	COM	03027X100
ADP	Automatic Data	28,664	$6.484M	0.4%	$226.21 *	$148.07	+42.3%	COM	053015103
CTSH	Cognizant Technologies Sol A	111,603	$6.41M	0.4%	$57.44 *	$75.53	-27.9%	COM	192446102
GPN	Global Payments Inc	56,369	$6.091M	0.4%	$108.06 *	$132.51	-21.1%	COM	37940X102
ADI	Analog Devices	42,569	$5.932M	0.4%	$139.35 *	$156.23	-15.7%	COM	032654105
CL	Colgate-Palmolive Company	82,709	$5.81M	0.4%	$70.25 *	$53.58	+21.3%	COM	194162103
COF	Capital One Financial	61,684	$5.685M	0.4%	$92.16 *	$64.53	+34.8%	COM	14040H105
HD	Home Depot	19,806	$5.465M	0.3%	$275.93 *	$238.29	+6.7%	COM	437076102
SCHW	Charles Schwab Corp	76,000	$5.462M	0.3%	$71.87 *	$41.73	+64.4%	COM	808513105
CAT	Caterpillar	31,398	$5.152M	0.3%	$164.09 *	$185.10	-16.3%	COM	149123101
NKE	Nike Inc Cl B	60,799	$5.054M	0.3%	$83.13 *	$75.61	+3.9%	COM	654106103
MNST	Monster Beverage Corp.	57,050	$4.961M	0.3%	$86.96 *	$44.80	-2.9%	COM	61174X109
FE	FirstEnergy	132,191	$4.891M	0.3%	$37.00 *	$36.36	-11.2%	COM	337932107
STZ	Constellation Brands	20,707	$4.756M	0.3%	$229.68 *	$176.99	+22.3%	COM	21036P108
GRMN	Garmin	58,652	$4.71M	0.3%	$80.30 *	$130.48	-42.5%	COM	H2906T109
GIS	General Mills	60,940	$4.669M	0.3%	$76.62 *	$40.41	+68.6%	COM	370334104
KLAC	KLA Tencor	15,350	$4.645M	0.3%	$302.61 *	$301.08	-2.7%	COM	482480100
MRK	Merck & Company Inc	53,819	$4.635M	0.3%	$86.12 *	$54.68	+42.8%	COM	58933Y105
PD	PagerDuty, Inc.	200,000	$4.614M	0.3%	$23.07	$25.81	-10.6%	COM	69553P100
LMT	Lockheed Martin	11,776	$4.549M	0.3%	$386.29 *	$324.55	+9.0%	COM	539830109
EXC	Exelon Corp	120,068	$4.498M	0.3%	$37.46 *	$38.92	-14.7%	COM	30161N101
CMI	Cummins	21,932	$4.463M	0.3%	$203.49 *	$177.18	+6.3%	COM	231021106
CHRW	C H Robinsin Worldwide	45,773	$4.408M	0.3%	$96.30 *	$87.58	+1.4%	COM	12541W209
SYK	Stryker	21,451	$4.345M	0.3%	$202.55 *	$167.56	+17.1%	COM	863667101
MA	Mastercard	15,140	$4.305M	0.3%	$284.35	$297.09	-6.1%	COM	57636Q104
PLD	ProLogis Inc	41,165	$4.182M	0.3%	$101.59 *	$96.41	-4.8%	COM	74340W103
PYPL	PayPal Hldg Inc	47,855	$4.119M	0.3%	$86.07	$114.16	-24.8%	COM	70450Y103
IBM	Intl Business Machines Corp	33,898	$4.027M	0.3%	$118.80 *	$108.42	-2.9%	COM	459200101
V	Visa Inc Cl A	22,634	$4.021M	0.3%	$177.65 *	$215.27	-19.5%	COM	92826C839
PEP	PepsiCo	22,346	$3.648M	0.2%	$163.25 *	$100.63	+46.0%	COM	713448108
—	Lam Research Corp	9,700	$3.55M	0.2%	$365.98	$292.40	—	COM	512807108
BAC	Bank Of America	116,375	$3.515M	0.2%	$30.20 *	$30.07	-7.7%	COM	060505104
TSLA	Tesla Motors Inc	13,100	$3.475M	0.2%	$265.27	$274.06	-3.2%	COM	88160R101
WST	West Pharmaceutical Services	14,000	$3.445M	0.2%	$246.07	$387.59	-37.1%	COM	955306105
ETN	Eaton Corp	23,570	$3.143M	0.2%	$133.35 *	$76.81	+65.9%	COM	G29183103
ITW	Illinois Tool Works	17,218	$3.11M	0.2%	$180.62 *	$102.50	+63.4%	COM	452308109
IP	Intl Paper	95,472	$3.026M	0.2%	$31.70 *	$39.48	-30.8%	COM	460146103
PM	Philip Morris	35,953	$2.984M	0.2%	$83.00 *	$65.65	+8.8%	COM	718172109
TRV	The Travelers Companies	19,400	$2.972M	0.2%	$153.20 *	$107.87	+33.5%	COM	89417E109
—	Linde PLC	10,860	$2.928M	0.2%	$269.61	$172.00	—	COM	G5494J103
DOW	Dow Inc	62,718	$2.755M	0.2%	$43.93 *	$46.44	-22.0%	COM	260557103
NSC	Norfolk Southern	12,200	$2.558M	0.2%	$209.67 *	$172.15	+13.1%	COM	655844108
INTC	Intel Corp	98,789	$2.546M	0.2%	$25.77 *	$33.86	-27.6%	COM	458140100
EMR	Emerson Electric Company	34,098	$2.497M	0.2%	$73.23 *	$75.97	-9.7%	COM	291011104
NOC	Northrop Grumman Corp	5,278	$2.482M	0.2%	$470.25 *	$275.78	+61.7%	COM	666807102
LULU	Lululemon	8,771	$2.452M	0.2%	$279.56	$186.28	+50.1%	COM	550021109
SPG	Simon Property Group	26,115	$2.344M	0.1%	$89.76 *	$85.02	-11.6%	COM	828806109
DUK	Duke Energy Hldg	24,151	$2.247M	0.1%	$93.04 *	$72.03	+13.5%	COM	26441C204
NVDA	Nvidia Corp	17,000	$2.064M	0.1%	$121.41 *	$19.90	-39.1%	COM	67066G104
DORM	Dorman Products Inc	25,000	$2.053M	0.1%	$82.12	$99.76	-17.7%	COM	258278100
SWK	Stanley Black & Decker	25,432	$1.913M	0.1%	$75.22 *	$75.90	-12.9%	COM	854502101
WSM	Williams-Sonoma	16,000	$1.886M	0.1%	$117.88 *	$66.48	-16.9%	COM	969904101
VMC	Vulcan Materials	11,700	$1.845M	0.1%	$157.69 *	$163.86	-6.2%	COM	929160109
META	Meta Platforms Inc	13,520	$1.834M	0.1%	$135.65	$233.89	-42.4%	COM	30303M102
SEE	Sealed Air	40,800	$1.816M	0.1%	$44.51 *	$53.54	-22.5%	COM	81211K100
ROP	Roper Technologies	5,000	$1.798M	0.1%	$359.60 *	$424.94	-17.2%	COM	776696106
GS	Goldman Sachs	6,000	$1.758M	0.1%	$293.00 *	$305.31	-11.6%	COM	38141G104
HON	Honeywell	9,750	$1.628M	0.1%	$166.97 *	$148.19	-0.9%	COM	438516106
—	Berkshire Hathaway Cl B	6,062	$1.619M	0.1%	$267.07	$263.38	—	COM	113809107
MDLZ	Mondelez Intl	29,158	$1.599M	0.1%	$54.84 *	$38.81	+29.6%	COM	609207105
WFC	Wells Fargo & Co	39,481	$1.588M	0.1%	$40.22 *	$41.67	-11.3%	COM	949746101
TMO	Thermo Fisher Scientific	3,100	$1.572M	0.1%	$507.10	$539.73	-6.9%	COM	883556102
FMC	FMC Corporation	14,448	$1.527M	0.1%	$105.69 *	$94.90	-1.6%	COM	302491303
FTV	Fortive Corp	25,000	$1.457M	0.1%	$58.28 *	$39.94	+8.5%	COM	34959J108
EOG	EOG Resources	12,200	$1.363M	0.1%	$111.72 *	$97.66	+0.6%	COM	26875P101
LLY	Lilly Eli & Company	4,200	$1.358M	0.1%	$323.33 *	$240.05	+31.2%	COM	532457108
MO	Altria Group	32,412	$1.309M	0.1%	$40.39 *	$29.34	+6.2%	COM	02209S103
TEAM	Atlassian Corp CL A	6,072	$1.279M	0.1%	$210.64	$233.56	-9.8%	COM	049468101
VLO	Valero Energy	11,500	$1.229M	0.1%	$106.87 *	$91.65	+5.6%	COM	91913Y100
ROST	Ross Stores	14,333	$1.208M	0.1%	$84.28 *	$84.23	-3.4%	COM	778296103
SO	Southern Co	17,520	$1.191M	0.1%	$67.98 *	$46.77	+29.0%	COM	842587107
FSLR	First Solar Inc	9,000	$1.19M	0.1%	$132.22	$49.82	+165.5%	COM	336433107
IWF	iShares Russell 1000 Growth ET	5,600	$1.178M	0.1%	$210.36 *	$58.80	-10.6%	COM	464287614
MMM	3M Company	9,980	$1.103M	0.1%	$110.52 *	$109.60	-25.5%	COM	88579Y101
CME	CME Group	6,175	$1.094M	0.1%	$177.17 *	$98.01	+56.5%	COM	12572Q105
EW	Edwards Lifesciences	12,811	$1.059M	0.1%	$82.66	$94.22	-12.3%	COM	28176E108
ABNB	Airbnb Inc	10,000	$1.05M	0.1%	$105.00	$110.83	-5.2%	COM	009066101
CARR	Carrier Global	28,500	$1.013M	0.1%	$35.54 *	$23.47	+44.7%	COM	14448C104
BX	Blackstone Group	11,850	$992K	0.1%	$83.71 *	$101.89	-25.7%	COM	09260D107
CBOE	CBOE Holdings Inc	8,400	$986K	0.1%	$117.38 *	$105.93	+6.9%	COM	12503M108
BAX	Baxter Intl	17,900	$964K	0.1%	$53.85 *	$71.46	-30.5%	COM	071813109
UBER	Uber Technologies Inc	35,772	$948K	0.1%	$26.50	$43.69	-39.3%	COM	90353T100
COP	ConocoPhillips	9,100	$931K	0.1%	$102.31 *	$45.96	+99.9%	COM	20825C104
DLTR	Dollar Tree Inc	6,800	$925K	0.1%	$136.03	$96.79	+40.6%	COM	256746108
PRU	Prudential Financial	10,385	$891K	0.1%	$85.80 *	$81.85	-10.7%	COM	744320102
—	Quantum Scape Corp	101,000	$849K	0.1%	$8.41	$44.55	—	COM	71467V109
HIMS	Hims and Hers Health	150,000	$837K	0.1%	$5.58	$8.47	-34.1%	COM	433000106
PNC	PNC Finl	5,559	$831K	0.1%	$149.49 *	$150.74	-13.0%	COM	693475105
SLB	Schlumberger Ltd	22,600	$811K	0.1%	$35.88 *	$33.41	-0.7%	COM	806857108
OKTA	Okta Inc	14,000	$796K	0.1%	$56.86	$166.14	-65.8%	COM	679295105
BSX	Boston Scientific	20,400	$790K	0.0%	$38.73	$40.92	-5.3%	COM	101137107
ASML	ASML Holding NV	1,900	$789K	0.0%	$415.26	$558.18	-25.6%	COM	N07059210
—	General Electric Company	12,727	$788K	0.0%	$61.92	$24.43	—	COM	369604103
BP	BP PLC ADS	27,300	$779K	0.0%	$28.53	$34.27	-16.7%	COM	055622104
SYY	Sysco Corp	11,000	$778K	0.0%	$70.73 *	$69.46	-7.4%	COM	871829107
HUM	Humana	1,525	$740K	0.0%	$485.25 *	$319.98	+46.5%	COM	444859102
DHR	Danaher Corp	2,600	$672K	0.0%	$258.46 *	$226.62	-0.6%	COM	235851102
NVO	Novo Nordisk ADR	6,700	$668K	0.0%	$99.70	$54.12	+84.1%	COM	670100205
EBAY	EBay	17,700	$652K	0.0%	$36.84 *	$48.01	-28.0%	COM	278642103
GLW	Corning	22,300	$647K	0.0%	$29.01 *	$28.60	-7.4%	COM	219350105
CSX	CSX Corp	23,620	$629K	0.0%	$26.63 *	$26.94	-5.6%	COM	126408103
FITB	Fifth Third Bancorp	19,364	$619K	0.0%	$31.97 *	$12.69	+120.7%	COM	316773100
PSX	Phillips 66	7,600	$613K	0.0%	$80.66 *	$70.16	+2.3%	COM	718546104
ARVN	Arvinas Inc	13,700	$610K	0.0%	$44.53	$34.48	+29.0%	COM	04335A105
D	Dominion Energy	8,400	$581K	0.0%	$69.17 *	$47.68	+23.4%	COM	25746U109
HAS	Hasbro Inc	8,300	$560K	0.0%	$67.47 *	$72.88	-20.2%	COM	418056107
KMB	Kimberly-Clark	4,850	$546K	0.0%	$112.58 *	$101.63	-2.0%	COM	494368103
AVGO	Broadcom Ltd	1,200	$533K	0.0%	$444.17 *	$45.01	-6.5%	COM	11135F101
LNC	Lincoln National Corporation	12,100	$531K	0.0%	$43.88 *	$46.00	-22.2%	COM	534187109
DEO	Diageo PLC ADR - Foreign tax	3,100	$526K	0.0%	$169.68	$156.07	+8.8%	COM	25243Q205
ASO	Academy Sports & Outdoors Inc	12,200	$515K	0.0%	$42.21 *	$42.63	-3.6%	COM	00402L107
IFF	Intl Flavors & Frag	5,600	$509K	0.0%	$90.89 *	$112.07	-25.9%	COM	459506101
PGR	Progressive Corp	4,000	$465K	0.0%	$116.25 *	$94.56	+12.1%	COM	743315103
TT	Trane Tech PLC	3,200	$463K	0.0%	$144.69 *	$93.73	+48.9%	COM	G8994E103
BA	Boeing	3,825	$463K	0.0%	$121.05	$180.47	-32.9%	COM	097023105
DASH	Doordash Inc	9,200	$455K	0.0%	$49.46	$169.91	-70.9%	COM	25809K105
F	Ford Motor	40,500	$454K	0.0%	$11.21 *	$8.71	+0.2%	COM	345370860
AEP	American Electric Power	5,225	$452K	0.0%	$86.51 *	$71.88	+6.3%	COM	025537101
ZTS	Zoetis Inc	3,000	$445K	0.0%	$148.33 *	$192.27	-25.5%	COM	98978V103
MCHP	Microchip	7,200	$439K	0.0%	$60.97 *	$60.17	-6.1%	COM	595017104
MKC	McCormick and Co	6,000	$428K	0.0%	$71.33 *	$83.28	-21.0%	COM	579780206
C	Citigroup	10,230	$426K	0.0%	$41.64 *	$57.97	-36.3%	COM	172967424
MOS	Mosaic Co	8,700	$420K	0.0%	$48.28 *	$47.18	-6.3%	COM	61945C103
PBR	Petroleo Brasileiro	33,200	$410K	0.0%	$12.35	$9.55	+29.2%	COM	71654V408
MU	Micron Technology	8,100	$406K	0.0%	$50.12	$69.20	-28.9%	COM	595112103
T	AT&T Inc	24,651	$378K	0.0%	$15.33 *	$14.12	-9.8%	COM	00206R102
MPC	Marathon Petroleum Corp	3,640	$362K	0.0%	$99.45 *	$45.38	+103.7%	COM	56585A102
RY	Royal Bank of Canada	4,000	$360K	0.0%	$90.00	$95.90	-6.1%	COM	780087102
NVS	Novartis AG	4,700	$357K	0.0%	$75.96	$83.72	-9.2%	COM	66987V109
MAR	Marriott Intl New Class A	2,534	$355K	0.0%	$140.09 *	$151.70	-10.6%	COM	571903202
LDOS	Leidos Holdings Inc.	4,000	$350K	0.0%	$87.50 *	$58.80	+43.0%	COM	525327102
CF	CF Industries Holdings Inc.	3,600	$346K	0.0%	$96.11 *	$90.50	-1.2%	COM	125269100
OXY	Occidental Petr Corp	5,414	$333K	0.0%	$61.51 *	$46.31	+26.0%	COM	674599105
ZS	Zscaler Inc	2,000	$329K	0.0%	$164.50	$249.49	-34.1%	COM	98980G102
URI	United Rentals Inc	1,200	$324K	0.0%	$270.00 *	$281.88	-7.2%	COM	911363109
ULTA	Ulta Beauty Inc	800	$321K	0.0%	$401.25	$402.75	-0.4%	COM	90384S303
BK	Bank of N.Y.	8,200	$316K	0.0%	$38.54 *	$42.97	-18.5%	COM	064058100
SAIC	Science Applications Intl Corp	3,500	$310K	0.0%	$88.57	$75.45	+17.2%	COM	808625107
TROW	T Rowe Price Grp Inc	2,900	$305K	0.0%	$105.17 *	$92.95	-2.9%	COM	74144T108
DD	DuPont De Nemours & Co	6,006	$303K	0.0%	$50.45 *	$28.82	-31.5%	COM	26614N102
CNI	Canadian National Railway	2,800	$302K	0.0%	$107.86 *	$101.06	+0.2%	COM	136375102
BIIB	Biogen Idec	1,100	$294K	0.0%	$267.27	$285.69	-6.5%	COM	09062X103
KHC	Kraft Heinz Co	8,472	$283K	0.0%	$33.40 *	$26.70	+6.5%	COM	500754106
ISRG	Intuitive Surgical Inc	1,500	$281K	0.0%	$187.33	$313.23	-40.2%	COM	46120E602
TREX	Trex Company Inc	6,400	$281K	0.0%	$43.91	$51.54	-14.7%	COM	89531P105
AZN	AstraZeneca PLC	5,082	$279K	0.0%	$54.90	$60.06	—	COM	046353108
—	Blackrock Inc	500	$275K	0.0%	$550.00	$764.00	—	COM	09247X101
BABA	Alibaba Group Holding	3,200	$256K	0.0%	$80.00	$188.54	-57.6%	COM	01609W102
KMI	Kinder Morgan	15,337	$255K	0.0%	$16.63 *	$11.22	+23.8%	COM	49456B101
MTN	Vail Resorts Inc	1,172	$253K	0.0%	$215.87	$291.14	-25.9%	COM	91879Q109
SFM	Sprouts Farmers Market Inc.	9,000	$250K	0.0%	$27.78	$25.59	+8.5%	COM	85208M102
PANW	Palo Alto Networks Inc	1,500	$246K	0.0%	$164.00 *	$87.29	-6.2%	COM	697435105
BDX	Becton Dickenson & Co	1,100	$245K	0.0%	$222.73 *	$214.58	-1.9%	COM	075887109
ZBRA	Zebra Technologies Corp	900	$236K	0.0%	$262.22	$567.76	-53.9%	COM	989207105
NOW	ServiceNow	600	$227K	0.0%	$378.33 *	$112.05	-32.6%	COM	81762P102
IRM	Iron Mountain	5,125	$225K	0.0%	$43.90 *	$27.21	+43.7%	COM	46284V101
PAGP	Plains GP Holdings	20,000	$218K	0.0%	$10.90	$10.30	—	COM	72651A207
ORLY	O'Reilly Automotive Inc	300	$211K	0.0%	$703.33 *	$46.63	+0.6%	COM	67103H107
FULT	Fulton Financial	11,600	$183K	0.0%	$15.78 *	$12.60	+9.2%	COM	360271100
LEVI	Levi Strauss & Co	10,000	$145K	0.0%	$14.50 *	$16.15	-19.2%	COM	52736R102
ET	Energy Transfer LP	12,520	$138K	0.0%	$11.02	$6.78	—	COM	29273V100
SNAP	Snap Inc	11,500	$113K	0.0%	$9.83	$22.80	-56.9%	COM	83304A106
SHMP	NaturalShrimp Inc	95,000	$14,000	0.0%	$0.15	$0.06	+149.0%	COM	63902N106