Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	358,211	$47.99M	2.4%	$48.41	+146.9%	COM	594918104
META	FACEBOOK INC	215,387	$41.57M	2.1%	$129.29	+40.3%	CL A	30303M102
AAPL	APPLE INC	199,184	$39.42M	1.9%	$26.71	+74.6%	COM	037833100
V	VISA INC	226,448	$39.3M	1.9%	$116.52	+34.2%	COM CL A	92826C839
MA	MASTERCARD INC	145,027	$38.36M	1.9%	$135.28	+78.4%	CL A	57636Q104
CMCSA	COMCAST CORP NEW	894,349	$37.81M	1.9%	$27.71	+28.2%	CL A	20030N101
CSCO	CISCO SYS INC	680,294	$37.23M	1.8%	$33.25	+35.9%	COM	17275R102
CDW	CDW CORP	324,921	$36.07M	1.8%	$40.61	+138.6%	COM	12514G108
GOOGL	ALPHABET INC	33,125	$35.87M	1.8%	$44.71	+28.5%	CAP STK CL A	02079K305
JPM	JPMORGAN CHASE & CO	306,158	$34.23M	1.7%	$44.98	+104.6%	COM	46625H100
NSC	NORFOLK SOUTHERN CORP	169,860	$33.86M	1.7%	$133.04	+30.3%	COM	655844108
WM	WASTE MGMT INC DEL	287,416	$33.16M	1.6%	$72.68	+33.8%	COM	94106L109
HD	HOME DEPOT INC	159,381	$33.15M	1.6%	$130.09	+30.3%	COM	437076102
TMUS	T MOBILE US INC	437,351	$32.42M	1.6%	$62.46	+14.9%	COM	872590104
AXP	AMERICAN EXPRESS CO	261,800	$32.32M	1.6%	$88.89	+20.9%	COM	025816109
BBY	BEST BUY INC	449,060	$31.31M	1.5%	$50.48	+6.6%	COM	086516101
DAL	DELTA AIR LINES INC DEL	544,529	$30.9M	1.5%	$50.07	+6.4%	COM NEW	247361702
SYY	SYSCO CORP	430,954	$30.48M	1.5%	$41.14	+44.7%	COM	871829107
INTC	INTEL CORP	635,418	$30.42M	1.5%	$29.75	+44.9%	COM	458140100
AMT	AMERICAN TOWER CORP NEW	145,247	$29.7M	1.5%	$86.99	+93.3%	COM	03027X100
KMB	KIMBERLY CLARK CORP	222,129	$29.61M	1.5%	$87.99	+16.1%	COM	494368103
MS	MORGAN STANLEY	670,144	$29.36M	1.4%	$31.71	+14.4%	COM NEW	617446448
MET	METLIFE INC	583,100	$28.96M	1.4%	$35.01	+7.4%	COM	59156R108
UNH	UNITEDHEALTH GROUP INC	118,489	$28.91M	1.4%	$111.70	+92.9%	COM	91324P102
STWD	STARWOOD PPTY TR INC	1,264,071	$28.72M	1.4%	$22.11	—	COM	85571B105
DHI	D R HORTON INC	656,238	$28.3M	1.4%	$25.30	+63.2%	COM	23331A109
TMO	THERMO FISHER SCIENTIFIC INC	95,932	$28.17M	1.4%	$258.40	+4.8%	COM	883556102
ACN	ACCENTURE PLC IRELAND	148,364	$27.41M	1.4%	$142.16	+15.1%	SHS CLASS A	G1151C101
BAC	BANK AMER CORP	944,765	$27.4M	1.4%	$16.26	+50.7%	COM	060505104
DIS	DISNEY WALT CO	192,135	$26.83M	1.3%	$121.24	+5.6%	COM DISNEY	254687106
MRK	MERCK & CO INC	296,350	$24.85M	1.2%	$59.00	+5.3%	COM	58933Y105
RCL	ROYAL CARIBBEAN CRUISES LTD	204,598	$24.8M	1.2%	$83.27	+40.0%	COM	V7780T103
EXC	EXELON CORP	512,406	$24.57M	1.2%	$18.03	+54.9%	COM	30161N101
CVS	CVS HEALTH CORP	436,631	$23.79M	1.2%	$53.09	-17.9%	COM	126650100
BMY	BRISTOL MYERS SQUIBB CO	497,243	$22.55M	1.1%	$44.66	-19.1%	COM	110122108
LULU	LULULEMON ATHLETICA INC	123,200	$22.2M	1.1%	$134.70	+28.9%	COM	550021109
AMGN	AMGEN INC	118,610	$21.86M	1.1%	$116.66	+25.3%	COM	031162100
—	HILL ROM HLDGS INC	203,942	$21.34M	1.1%	$104.62	—	COM	431475102
ADBE	ADOBE INC	65,292	$19.24M	1.0%	$180.25	+54.1%	COM	00724F101
AVGO	BROADCOM INC	66,719	$19.21M	0.9%	$19.38	+25.8%	COM	11135F101
SYK	STRYKER CORP	91,443	$18.8M	0.9%	$100.33	+77.2%	COM	863667101
MPC	MARATHON PETE CORP	332,973	$18.61M	0.9%	$52.25	-15.3%	COM	56585A102
NSP	INSPERITY INC	146,108	$17.85M	0.9%	$71.44	+41.3%	COM	45778Q107
WMT	WALMART INC	160,615	$17.75M	0.9%	$26.99	+16.0%	COM	931142103
MDLZ	MONDELEZ INTL INC	314,520	$16.95M	0.8%	$33.89	+30.1%	CL A	609207105
CFG	CITIZENS FINL GROUP INC	462,372	$16.35M	0.8%	$22.81	+14.0%	COM	174610105
WTFC	WINTRUST FINL CORP	211,505	$15.47M	0.8%	$73.50	-0.6%	COM	97650W108
TSN	TYSON FOODS INC	188,803	$15.24M	0.8%	$62.88	+1.4%	CL A	902494103
ZBRA	ZEBRA TECHNOLOGIES CORP	72,342	$15.15M	0.7%	$169.30	+19.1%	CL A	989207105
—	RAYTHEON CO	86,581	$15.05M	0.7%	$184.59	—	COM NEW	755111507
TSCO	TRACTOR SUPPLY CO	137,461	$14.96M	0.7%	$15.10	+23.4%	COM	892356106
ETN	EATON CORP PLC	177,336	$14.77M	0.7%	$66.48	+7.4%	SHS	G29183103
CVX	CHEVRON CORP NEW	116,887	$14.54M	0.7%	$63.50	+42.1%	COM	166764100
CNP	CENTERPOINT ENERGY INC	494,339	$14.15M	0.7%	$21.65	+14.0%	COM	15189T107
—	LAM RESEARCH CORP	74,300	$13.96M	0.7%	$84.45	—	COM	512807108
ALSN	ALLISON TRANSMISSION HLDGS I	301,048	$13.95M	0.7%	$37.57	+8.2%	COM	01973R101
NEE	NEXTERA ENERGY INC	65,930	$13.51M	0.7%	$36.01	+16.1%	COM	65339F101
PLD	PROLOGIS INC	166,030	$13.3M	0.7%	$30.19	+109.9%	COM	74340W103
GIS	GENERAL MLS INC	246,680	$12.96M	0.6%	$38.01	+8.4%	COM	370334104
XOM	EXXON MOBIL CORP	165,806	$12.71M	0.6%	$53.20	+6.9%	COM	30231G102
—	VMWARE INC	75,874	$12.69M	0.6%	$93.61	—	CL A COM	928563402
AMZN	AMAZON COM INC	6,650	$12.59M	0.6%	$43.93	+112.1%	COM	023135106
STLD	STEEL DYNAMICS INC	413,045	$12.47M	0.6%	$35.60	-25.3%	COM	858119100
PKG	PACKAGING CORP AMER	130,682	$12.46M	0.6%	$60.53	+30.2%	COM	695156109
AVY	AVERY DENNISON CORP	105,155	$12.16M	0.6%	$70.62	+38.0%	COM	053611109
BR	BROADRIDGE FINL SOLUTIONS IN	93,966	$12M	0.6%	$46.65	+130.5%	COM	11133T103
OKE	ONEOK INC NEW	174,128	$11.98M	0.6%	$34.04	+28.8%	COM	682680103
APD	AIR PRODS & CHEMS INC	51,769	$11.72M	0.6%	$135.58	+30.0%	COM	009158106
HASI	HANNON ARMSTRONG SUST INFR C	403,117	$11.36M	0.6%	$16.85	+14.1%	COM	41068X100
—	WELLCARE HEALTH PLANS INC	38,941	$11.1M	0.5%	$320.49	—	COM	94946T106
EBS	EMERGENT BIOSOLUTIONS INC	229,326	$11.08M	0.5%	$58.23	-17.7%	COM	29089Q105
BDX	BECTON DICKINSON & CO	41,501	$10.46M	0.5%	$167.06	+25.5%	COM	075887109
T	AT&T INC	311,646	$10.44M	0.5%	$14.19	+6.3%	COM	00206R102
—	PIONEER NAT RES CO	61,930	$9.529M	0.5%	$177.58	—	COM	723787107
VAC	MARRIOTT VACTINS WORLDWID CO	95,731	$9.228M	0.5%	$91.08	+8.3%	COM	57164Y107
COP	CONOCOPHILLIPS	141,589	$8.637M	0.4%	$49.34	-0.2%	COM	20825C104
OXY	OCCIDENTAL PETE CORP	167,100	$8.402M	0.4%	$62.30	-21.6%	COM	674599105
CRM	SALESFORCE COM INC	51,023	$7.742M	0.4%	$134.87	+14.8%	COM	79466L302
IQV	IQVIA HLDGS INC	47,983	$7.72M	0.4%	$114.45	+22.6%	COM	46266C105
JNJ	JOHNSON & JOHNSON	45,581	$6.349M	0.3%	$80.98	+41.7%	COM	478160104
ZTS	ZOETIS INC	54,813	$6.221M	0.3%	$59.55	+66.7%	CL A	98978V103
—	BB&T CORP	123,262	$6.056M	0.3%	$48.06	—	COM	054937107
EHC	ENCOMPASS HEALTH CORP	83,565	$5.295M	0.3%	$50.85	-12.2%	COM	29261A100
BAX	BAXTER INTL INC	52,344	$4.287M	0.2%	$45.35	+51.0%	COM	071813109
—	SPLUNK INC	33,941	$4.268M	0.2%	$124.59	—	COM	848637104
PYPL	PAYPAL HLDGS INC	37,046	$4.24M	0.2%	$49.03	+125.5%	COM	70450Y103
MDT	MEDTRONIC PLC	42,648	$4.153M	0.2%	$74.38	+2.4%	SHS	G5960L103
WDAY	WORKDAY INC	18,320	$3.766M	0.2%	$181.88	+11.0%	CL A	98138H101
PEP	PEPSICO INC	28,672	$3.76M	0.2%	$80.26	+30.5%	COM	713448108
IWD	ISHARES TR	28,335	$3.605M	0.2%	$127.23	—	RUS 1000 VAL ETF	464287598
BRK/B	BERKSHIRE HATHAWAY INC DEL	16,359	$3.487M	0.2%	$166.73	+24.1%	CL B NEW	084670702
CTAS	CINTAS CORP	13,939	$3.308M	0.2%	$45.07	+14.9%	COM	172908105
LMT	LOCKHEED MARTIN CORP	8,953	$3.255M	0.2%	$243.60	+14.8%	COM	539830109
ADI	ANALOG DEVICES INC	28,319	$3.196M	0.2%	$72.71	+32.0%	COM	032654105
MSCI	MSCI INC	13,321	$3.181M	0.2%	$145.67	+44.0%	COM	55354G100
FIS	FIDELITY NATL INFORMATION SV	25,905	$3.178M	0.2%	$103.29	0.0%	COM	31620M106
WAL	WESTERN ALLIANCE BANCORP	70,499	$3.153M	0.2%	$33.91	+14.3%	COM	957638109
—	INGERSOLL-RAND PLC	23,700	$3.002M	0.1%	$92.46	—	SHS	G47791101
HON	HONEYWELL INTL INC	16,698	$2.915M	0.1%	$81.51	+70.1%	COM	438516106
AFG	AMERICAN FINL GROUP INC OHIO	28,441	$2.914M	0.1%	$39.75	+37.9%	COM	025932104
ORLY	O REILLY AUTOMOTIVE INC NEW	7,826	$2.89M	0.1%	$22.76	+11.3%	COM	67103H107
BOOT	BOOT BARN HLDGS INC	79,296	$2.826M	0.1%	$21.97	+37.1%	COM	099406100
STAG	STAG INDL INC	87,178	$2.636M	0.1%	$27.06	—	COM	85254J102
FANG	DIAMONDBACK ENERGY INC	23,859	$2.6M	0.1%	$88.91	-8.7%	COM	25278X109
ABT	ABBOTT LABS	30,910	$2.599M	0.1%	$70.22	0.0%	COM	002824100
RGEN	REPLIGEN CORP	29,610	$2.545M	0.1%	$57.51	+18.5%	COM	759916109
BKNG	BOOKING HLDGS INC	1,348	$2.527M	0.1%	$1933.58	-8.6%	COM	09857L108
—	OUTFRONT MEDIA INC	97,675	$2.519M	0.1%	$25.79	—	COM	69007J106
—	CORESITE RLTY CORP	21,862	$2.518M	0.1%	$114.84	—	COM	21870Q105
FOXF	FOX FACTORY HLDG CORP	30,117	$2.485M	0.1%	$63.44	+16.9%	COM	35138V102
—	RUDOLPH TECHNOLOGIES INC	89,601	$2.476M	0.1%	$28.06	—	COM	781270103
PFE	PFIZER INC	57,029	$2.471M	0.1%	$19.28	+51.5%	COM	717081103
EGP	EASTGROUP PPTY INC	21,057	$2.442M	0.1%	$111.74	—	COM	277276101
SWX	SOUTHWEST GAS HOLDINGS INC	27,173	$2.435M	0.1%	$65.62	+29.5%	COM	844895102
RPD	RAPID7 INC	41,288	$2.388M	0.1%	$42.80	+23.0%	COM	753422104
CPK	CHESAPEAKE UTILS CORP	25,109	$2.386M	0.1%	$51.61	+58.2%	COM	165303108
MCD	MCDONALDS CORP	11,416	$2.371M	0.1%	$114.22	+48.6%	COM	580135101
VZ	VERIZON COMMUNICATIONS INC	40,754	$2.328M	0.1%	$31.10	+28.7%	COM	92343V104
UCB	UNITED CMNTY BKS BLAIRSVLE G	81,133	$2.317M	0.1%	$31.14	-12.3%	COM	90984P303
—	BLACKROCK INC	4,824	$2.264M	0.1%	$345.28	—	COM	09247X101
YETI	YETI HLDGS INC	77,374	$2.24M	0.1%	$28.81	0.0%	COM	98585X104
PNC	PNC FINL SVCS GROUP INC	16,300	$2.238M	0.1%	$62.40	+66.8%	COM	693475105
SPGI	S&P GLOBAL INC	9,786	$2.229M	0.1%	$203.67	+1.4%	COM	78409V104
BXMT	BLACKSTONE MTG TR INC	62,553	$2.226M	0.1%	$35.59	—	COM CL A	09257W100
PRI	PRIMERICA INC	18,556	$2.226M	0.1%	$44.08	+180.9%	COM	74164M108
ANIP	ANI PHARMACEUTICALS INC	27,041	$2.223M	0.1%	$60.20	+18.1%	COM	00182C103
—	CYRUSONE INC	38,231	$2.207M	0.1%	$56.66	—	COM	23283R100
MMSI	MERIT MED SYS INC	36,855	$2.195M	0.1%	$46.04	+24.5%	COM	589889104
FBNC	FIRST BANCORP N C	60,066	$2.188M	0.1%	$30.62	+2.5%	COM	318910106
—	HORIZON THERAPEUTICS PUB LTD	90,591	$2.18M	0.1%	$24.06	—	SHS	G46188101
TNET	TRINET GROUP INC	32,047	$2.173M	0.1%	$22.09	+180.5%	COM	896288107
IWF	ISHARES TR	13,688	$2.154M	0.1%	$157.36	—	RUS 1000 GRW ETF	464287614
INDB	INDEPENDENT BANK CORP MASS	28,076	$2.138M	0.1%	$63.72	-1.1%	COM	453836108
—	TABULA RASA HEALTHCARE INC	42,751	$2.135M	0.1%	$60.43	—	COM	873379101
SNX	SYNNEX CORP	21,551	$2.121M	0.1%	$43.65	+5.4%	COM	87162W100
—	HMS HLDGS CORP	65,148	$2.11M	0.1%	$20.25	—	COM	40425J101
—	CENTERSTATE BK CORP	91,609	$2.11M	0.1%	$17.81	—	COM	15201P109
—	PERFICIENT INC	61,463	$2.109M	0.1%	$34.31	—	COM	71375U101
NVRI	HARSCO CORP	76,624	$2.103M	0.1%	$19.19	+27.3%	COM	415864107
CNMD	CONMED CORP	24,327	$2.082M	0.1%	$77.53	0.0%	COM	207410101
BANR	BANNER CORP	38,146	$2.066M	0.1%	$43.91	-5.0%	COM NEW	06652V208
LGND	LIGAND PHARMACEUTICALS INC	18,092	$2.065M	0.1%	$68.49	+7.5%	COM NEW	53220K504
SKYW	SKYWEST INC	33,805	$2.051M	0.1%	$37.33	+58.7%	COM	830879102
TKR	TIMKEN CO	39,889	$2.048M	0.1%	$46.64	+2.4%	COM	887389104
WEC	WEC ENERGY GROUP INC	24,491	$2.042M	0.1%	$42.52	+52.8%	COM	92939U106
—	BIOTELEMETRY INC	42,330	$2.038M	0.1%	$34.91	—	COM	090672106
MTZ	MASTEC INC	39,469	$2.034M	0.1%	$43.65	+13.2%	COM	576323109
VRTX	VERTEX PHARMACEUTICALS INC	11,084	$2.033M	0.1%	$178.07	-1.8%	COM	92532F100
—	REALPAGE INC	34,518	$2.031M	0.1%	$44.29	—	COM	75606N109
FIX	COMFORT SYS USA INC	39,331	$2.005M	0.1%	$26.78	+84.8%	COM	199908104
—	RUTHS HOSPITALITY GROUP INC	86,730	$1.97M	0.1%	$30.84	—	COM	783332109
—	CABOT MICROELECTRONICS CORP	17,880	$1.968M	0.1%	$95.53	—	COM	12709P103
UPLD	UPLAND SOFTWARE INC	42,913	$1.954M	0.1%	$31.35	+46.1%	COM	91544A109
RSP	INVESCO EXCHANGE TRADED FD T	17,954	$1.935M	0.1%	$102.18	—	S&P500 EQL WGT	46137V357
FIVN	FIVE9 INC	36,912	$1.893M	0.1%	$32.37	+56.8%	COM	338307101
ORCL	ORACLE CORP	33,199	$1.891M	0.1%	$37.81	+30.0%	COM	68389X105
DTE	DTE ENERGY CO	14,593	$1.866M	0.1%	$54.70	+56.8%	COM	233331107
MTDR	MATADOR RES CO	93,686	$1.862M	0.1%	$22.21	-14.5%	COM	576485205
ASGN	ASGN INC	30,559	$1.852M	0.1%	$79.31	-24.3%	COM	00191U102
—	ARGO GROUP INTL HLDGS LTD	24,238	$1.795M	0.1%	$74.06	—	COM	G0464B107
DK	DELEK US HLDGS INC NEW	43,384	$1.758M	0.1%	$36.09	-19.3%	COM	24665A103
STZ	CONSTELLATION BRANDS INC	8,892	$1.751M	0.1%	$143.89	+21.7%	CL A	21036P108
PFGC	PERFORMANCE FOOD GROUP CO	43,692	$1.749M	0.1%	$36.65	+9.3%	COM	71377A103
DHR	DANAHER CORPORATION	12,128	$1.733M	0.1%	$85.18	+34.9%	COM	235851102
QNST	QUINSTREET INC	108,970	$1.727M	0.1%	$15.11	-1.2%	COM	74874Q100
CHEF	CHEFS WHSE INC	48,943	$1.716M	0.1%	$21.53	+53.0%	COM	163086101
UNP	UNION PACIFIC CORP	10,113	$1.71M	0.1%	$123.73	+19.4%	COM	907818108
AIN	ALBANY INTL CORP	20,453	$1.696M	0.1%	$68.99	0.0%	CL A	012348108
CW	CURTISS WRIGHT CORP	13,337	$1.696M	0.1%	$110.25	+1.3%	COM	231561101
NDAQ	NASDAQ INC	17,519	$1.685M	0.1%	$19.17	+44.9%	COM	631103108
MOG/A	MOOG INC	17,888	$1.674M	0.1%	$73.72	+13.2%	CL A	615394202
PUMP	PROPETRO HLDG CORP	78,563	$1.626M	0.1%	$18.01	+17.9%	COM	74347M108
GOOG	ALPHABET INC	1,500	$1.621M	0.1%	$36.32	+57.6%	CAP STK CL C	02079K107
MCS	MARCUS CORP	49,128	$1.619M	0.1%	$31.92	+15.2%	COM	566330106
NGVT	INGEVITY CORP	15,130	$1.591M	0.1%	$100.48	0.0%	COM	45688C107
BYD	BOYD GAMING CORP	58,645	$1.58M	0.1%	$33.79	-22.9%	COM	103304101
—	GRACE W R & CO DEL NEW	20,641	$1.571M	0.1%	$78.04	—	COM	38388F108
CMS	CMS ENERGY CORP	27,079	$1.568M	0.1%	$38.60	+19.7%	COM	125896100
—	POLYONE CORP	49,657	$1.559M	0.1%	$34.01	—	COM	73179P106
EXR	EXTRA SPACE STORAGE INC	14,090	$1.495M	0.1%	$55.32	+47.9%	COM	30225T102
C	CITIGROUP INC	21,265	$1.489M	0.1%	$52.45	+0.8%	COM NEW	172967424
KEY	KEYCORP NEW	81,209	$1.441M	0.1%	$13.78	-11.0%	COM	493267108
URBN	URBAN OUTFITTERS INC	62,546	$1.423M	0.1%	$41.08	-34.1%	COM	917047102
PRU	PRUDENTIAL FINL INC	14,056	$1.42M	0.1%	$68.73	+4.0%	COM	744320102
NOC	NORTHROP GRUMMAN CORP	4,171	$1.348M	0.1%	$290.46	-8.0%	COM	666807102
EOG	EOG RES INC	14,423	$1.344M	0.1%	$60.79	+15.7%	COM	26875P101
ALB	ALBEMARLE CORP	18,075	$1.273M	0.1%	$75.34	-10.6%	COM	012653101
LOW	LOWES COS INC	12,187	$1.23M	0.1%	$66.20	+41.2%	COM	548661107
VLO	VALERO ENERGY CORP NEW	14,285	$1.223M	0.1%	$44.85	+40.5%	COM	91913Y100
MDY	SPDR S&P MIDCAP 400 ETF TR	3,424	$1.214M	0.1%	$263.60	—	UTSER1 S&PDCRP	78467Y107
BSX	BOSTON SCIENTIFIC CORP	27,074	$1.164M	0.1%	$29.85	+28.8%	COM	101137107
LEA	LEAR CORP	7,791	$1.085M	0.1%	$124.69	-2.0%	COM NEW	521865204
RL	RALPH LAUREN CORP	8,596	$976K	0.0%	$104.01	+1.1%	CL A	751212101
—	WALGREENS BOOTS ALLIANCE INC	17,663	$966K	0.0%	$70.65	—	COM	931427108
USB	US BANCORP DEL	18,002	$943K	0.0%	$38.81	+0.3%	COM NEW	902973304
MO	ALTRIA GROUP INC	19,675	$932K	0.0%	$33.37	-7.3%	COM	02209S103
VO	VANGUARD INDEX FDS	5,493	$918K	0.0%	$150.15	—	MID CAP ETF	922908629
MBB	ISHARES TR	8,255	$888K	0.0%	$106.41	—	MBS ETF	464288588
VOO	VANGUARD INDEX FDS	3,218	$866K	0.0%	$229.80	—	S&P 500 ETF SHS	922908363
IJR	ISHARES TR	10,184	$797K	0.0%	$89.06	—	CORE S&P SCP ETF	464287804
IJK	ISHARES TR	3,337	$755K	0.0%	$170.69	—	S&P MC 400GR ETF	464287606
—	ALLERGAN PLC	4,296	$719K	0.0%	$221.18	—	SHS	G0177J108
SLQD	ISHARES TR	13,318	$679K	0.0%	$50.47	—	0-5YR INVT GR CP	46434V100
AZO	AUTOZONE INC	572	$629K	0.0%	$837.18	+25.7%	COM	053332102
TXN	TEXAS INSTRS INC	5,470	$628K	0.0%	$85.38	+8.6%	COM	882508104
IGSB	ISHARES TR	11,630	$622K	0.0%	$52.83	—	SH TR CRPORT ETF	464288646
TTD	THE TRADE DESK INC	2,650	$604K	0.0%	$9.70	+121.5%	COM CL A	88339J105
—	CALAMOS STRATEGIC TOTL RETN	46,431	$592K	0.0%	$9.54	—	COM SH BEN INT	128125101
—	ZENDESK INC	6,473	$576K	0.0%	$70.99	—	COM	98936J101
NOW	SERVICENOW INC	2,021	$555K	0.0%	$35.09	+49.8%	COM	81762P102
QQQ	INVESCO QQQ TR	2,943	$550K	0.0%	$174.58	—	UNIT SER 1	46090E103
SPY	SPDR S&P 500 ETF TR	1,857	$544K	0.0%	$299.00	—	TR UNIT	78462F103
PVH	PVH CORP	5,743	$544K	0.0%	$108.60	+0.8%	COM	693656100
ADP	AUTOMATIC DATA PROCESSING IN	3,260	$539K	0.0%	$122.10	+15.5%	COM	053015103
ULTA	ULTA BEAUTY INC	1,492	$518K	0.0%	$241.14	+43.3%	COM	90384S303
—	APTIV PLC	6,372	$515K	0.0%	$79.48	—	SHS	G6095L109
—	BLACKROCK ENERGY & RES TR	40,546	$484K	0.0%	$17.68	—	COM	09250U101
FRME	FIRST MERCHANTS CORP	12,139	$460K	0.0%	$17.40	+67.8%	COM	320817109
CSX	CSX CORP	5,911	$457K	0.0%	$13.69	+72.1%	COM	126408103
DD	DUPONT DE NEMOURS INC	5,995	$450K	0.0%	$27.24	0.0%	COM	26614N102
LVS	LAS VEGAS SANDS CORP	7,213	$426K	0.0%	$65.16	-14.1%	COM	517834107
—	WORLDPAY INC	3,360	$412K	0.0%	$84.71	—	CL A	981558109
SJM	SMUCKER J M CO	3,548	$409K	0.0%	$83.62	+17.7%	COM NEW	832696405
IGIB	ISHARES TR	7,141	$407K	0.0%	$55.13	—	INTRM TR CRP ETF	464288638
COST	COSTCO WHSL CORP NEW	1,528	$404K	0.0%	$201.98	+12.2%	COM	22160K105
VXUS	VANGUARD STAR FD	7,329	$387K	0.0%	$49.00	—	VG TL INTL STK F	921909768
—	ROYAL DUTCH SHELL PLC	5,861	$381K	0.0%	$63.20	—	SPONS ADR A	780259206
—	DISCOVER FINL SVCS	4,897	$380K	0.0%	$72.88	—	COM	254709108
CAG	CONAGRA BRANDS INC	14,045	$372K	0.0%	$26.34	-15.7%	COM	205887102
ILCB	ISHARES TR	2,215	$366K	0.0%	$148.41	—	MRNGSTR LG-CP ET	464287127
HYG	ISHARES TR	4,166	$363K	0.0%	$86.55	—	IBOXX HI YD ETF	464288513
ISRG	INTUITIVE SURGICAL INC	688	$361K	0.0%	$171.34	0.0%	COM NEW	46120E602
ATKR	ATKORE INTL GROUP INC	13,931	$360K	0.0%	$21.74	+8.4%	COM	047649108
VTI	VANGUARD INDEX FDS	2,395	$359K	0.0%	$149.90	—	TOTAL STK MKT	922908769
DRI	DARDEN RESTAURANTS INC	2,906	$354K	0.0%	$99.00	0.0%	COM	237194105
IWV	ISHARES TR	2,042	$352K	0.0%	$142.27	—	RUSSELL 3000 ETF	464287689
—	TABLEAU SOFTWARE INC	2,108	$350K	0.0%	$166.03	—	CL A	87336U105
XEL	XCEL ENERGY INC	5,792	$345K	0.0%	$29.89	+57.0%	COM	98389B100
SRPT	SAREPTA THERAPEUTICS INC	2,248	$342K	0.0%	$128.56	-5.5%	COM	803607100
WFC	WELLS FARGO CO NEW	7,042	$333K	0.0%	$40.35	-3.1%	COM	949746101
DELL	DELL TECHNOLOGIES INC	6,517	$331K	0.0%	$28.60	0.0%	CL C	24703L202
—	AVANGRID INC	6,515	$329K	0.0%	$50.02	—	COM	05351W103
—	TE CONNECTIVITY LTD	3,421	$328K	0.0%	$92.53	—	REG SHS	H84989104
SBUX	STARBUCKS CORP	3,850	$323K	0.0%	$45.07	+50.7%	COM	855244109
GVI	ISHARES TR	2,833	$318K	0.0%	$110.45	—	INTRM GOV CR ETF	464288612
SBCF	SEACOAST BKG CORP FLA	12,437	$316K	0.0%	$26.44	-1.7%	COM NEW	811707801
—	ECHO GLOBAL LOGISTICS INC	14,759	$308K	0.0%	$30.95	—	COM	27875T101
PSX	PHILLIPS 66	3,284	$307K	0.0%	$73.23	-6.5%	COM	718546104
TPR	TAPESTRY INC	9,665	$307K	0.0%	$29.11	-10.1%	COM	876030107
DOW	DOW INC	6,089	$300K	0.0%	$36.37	0.0%	COM	260557103
XYZ	SQUARE INC	3,968	$288K	0.0%	$72.47	-3.6%	CL A	852234103
—	SUNTRUST BKS INC	4,536	$285K	0.0%	$42.83	—	COM	867914103
CMA	COMERICA INC	3,870	$281K	0.0%	$48.67	+10.4%	COM	200340107
—	ANNALY CAP MGMT INC	30,783	$281K	0.0%	$9.77	—	COM	035710409
EL	LAUDER ESTEE COS INC	1,528	$280K	0.0%	$133.73	+17.3%	CL A	518439104
—	DUKE REALTY CORP	8,806	$278K	0.0%	$31.57	—	COM NEW	264411505
MKSI	MKS INSTRUMENT INC	3,536	$275K	0.0%	$46.42	+72.9%	COM	55306N104
—	CONCHO RES INC	2,634	$272K	0.0%	$103.27	—	COM	20605P101
FISV	FISERV INC	2,974	$271K	0.0%	$63.23	+38.6%	COM	337738108
VNM	VANECK VECTORS ETF TR	16,290	$261K	0.0%	$16.02	—	VIETNAM ETF	92189F817
ABBV	ABBVIE INC	3,566	$259K	0.0%	$40.25	+47.5%	COM	00287Y109
XMLV	INVESCO EXCHNG TRADED FD TR	5,037	$258K	0.0%	$49.94	—	S&P MIDCP LOW	46138E198
HPE	HEWLETT PACKARD ENTERPRISE C	17,285	$258K	0.0%	$12.33	-0.7%	COM	42824C109
DVYE	ISHARES INC	6,306	$257K	0.0%	$37.71	—	EM MKTS DIV ETF	464286319
NBIX	NEUROCRINE BIOSCIENCES INC	3,005	$254K	0.0%	$82.11	0.0%	COM	64125C109
GD	GENERAL DYNAMICS CORP	1,379	$251K	0.0%	$109.30	+35.2%	COM	369550108
SDOG	ALPS ETF TR	5,660	$246K	0.0%	$44.52	—	SECTR DIV DOGS	00162Q858
IPKW	INVESCO EXCHNG TRADED FD TR	7,612	$243K	0.0%	$36.02	—	INTL BUYBACK	46138E644
ITW	ILLINOIS TOOL WKS INC	1,553	$234K	0.0%	$93.53	+37.5%	COM	452308109
IVW	ISHARES TR	1,255	$225K	0.0%	$172.36	—	S&P 500 GRWT ETF	464287309
ITOT	ISHARES TR	3,347	$223K	0.0%	$58.55	—	CORE S&P TTL STK	464287150
GILD	GILEAD SCIENCES INC	3,209	$217K	0.0%	$50.82	0.0%	COM	375558103
CNC	CENTENE CORP DEL	4,078	$214K	0.0%	$54.01	0.0%	COM	15135B101
IGV	ISHARES TR	969	$212K	0.0%	$218.78	—	EXPANDED TECH	464287515
FTV	FORTIVE CORP	2,590	$211K	0.0%	$47.35	+6.7%	COM	34959J108
IJH	ISHARES TR	1,060	$206K	0.0%	$189.62	—	CORE S&P MCP ETF	464287507
—	COHEN & STEERS REIT & PFD &I	9,291	$201K	0.0%	$21.63	—	COM	19247X100
GAIN	GLADSTONE INVT CORP	10,000	$112K	0.0%	$4.60	+25.6%	COM	376546107
—	BLACKROCK ENHANCED EQT DIV T	10,960	$97,000	0.0%	$9.24	—	COM	09251A104