The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
FLIR SYS INC COM 302445101 780 19,235 SH   SOLE   19,235 0 0
ISHARES TR SHORT TREAS BD 464288679 2,232 20,155 SH   SOLE   20,155 0 0
FACEBOOK INC CL A 30303M102 18,488 81,421 SH   SOLE   81,421 0 0
HD SUPPLY HLDGS INC COM 40416M105 1,434 41,392 SH   SOLE   41,392 0 0
CHARLES RIV LABS INTL INC COM 159864107 2,367 13,574 SH   SOLE   13,574 0 0
QORVO INC COM 74736K101 871 7,880 SH   SOLE   7,880 0 0
BWX TECHNOLOGIES INC COM 05605H100 1,937 34,196 SH   SOLE   34,196 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14,008 38,660 SH   SOLE   38,660 0 0
ZIONS BANCORPORATION N A COM 989701107 770 22,655 SH   SOLE   22,655 0 0
HERSHEY CO COM 427866108 616 4,755 SH   SOLE   4,755 0 0
GALLAGHER ARTHUR J & CO COM 363576109 3,437 35,253 SH   SOLE   35,253 0 0
PFIZER INC COM 717081103 1,021 31,209 SH   SOLE   31,209 0 0
CIENA CORP COM NEW 171779309 1,703 31,445 SH   SOLE   31,445 0 0
GUARDANT HEALTH INC COM 40131M109 886 10,917 SH   SOLE   10,917 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,769 59,358 SH   SOLE   59,358 0 0
TRACTOR SUPPLY CO COM 892356106 2,316 17,571 SH   SOLE   17,571 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,329 19,621 SH   SOLE   19,621 0 0
STATE STR CORP COM 857477103 373 5,875 SH   SOLE   5,875 0 0
TEXTRON INC COM 883203101 1,417 43,045 SH   SOLE   43,045 0 0
GLOBAL PMTS INC COM 37940X102 11,844 69,824 SH   SOLE   69,824 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 808 19,360 SH   SOLE   19,360 0 0
BAXTER INTL INC COM 071813109 8,065 93,671 SH   SOLE   93,671 0 0
HONEYWELL INTL INC COM 438516106 7,102 49,116 SH   SOLE   49,116 0 0
NIKE INC CL B 654106103 8,780 89,546 SH   SOLE   89,546 0 0
CITIGROUP INC COM NEW 172967424 462 9,050 SH   SOLE   9,050 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,755 23,121 SH   SOLE   23,121 0 0
ABBOTT LABS COM 002824100 10,241 112,005 SH   SOLE   112,005 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 8,797 83,534 SH   SOLE   83,534 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,374 27,193 SH   SOLE   27,193 0 0
CHURCH & DWIGHT INC COM 171340102 1,865 24,123 SH   SOLE   24,123 0 0
UNITED PARCEL SERVICE INC CL B 911312106 308 2,770 SH   SOLE   2,770 0 0
INTEL CORP COM 458140100 302 5,040 SH   SOLE   5,040 0 0
F5 NETWORKS INC COM 315616102 1,459 10,460 SH   SOLE   10,460 0 0
STERIS PLC SHS USD G8473T100 2,268 14,780 SH   SOLE   14,780 0 0
PROCTER AND GAMBLE CO COM 742718109 8,035 67,196 SH   SOLE   67,196 0 0
DISNEY WALT CO COM DISNEY 254687106 7,582 67,998 SH   SOLE   67,998 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 1,090 19,238 SH   SOLE   19,238 0 0
PAYCHEX INC COM 704326107 997 13,160 SH   SOLE   13,160 0 0
STRYKER CORPORATION COM 863667101 270 1,500 SH   SOLE   1,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100 747 6,555 SH   SOLE   6,555 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 12,907 209,458 SH   SOLE   209,458 0 0
CHEVRON CORP NEW COM 166764100 4,205 47,130 SH   SOLE   47,130 0 0
NORTHROP GRUMMAN CORP COM 666807102 8,323 27,073 SH   SOLE   27,073 0 0
COSTCO WHSL CORP NEW COM 22160K105 10,080 33,245 SH   SOLE   33,245 0 0
WASTE MGMT INC DEL COM 94106L109 8,824 83,315 SH   SOLE   83,315 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 232 1,207 SH   SOLE   1,207 0 0
TJX COS INC NEW COM 872540109 1,084 21,440 SH   SOLE   21,440 0 0
CVS HEALTH CORP COM 126650100 5,669 87,261 SH   SOLE   87,261 0 0
VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 2,964 76,410 SH   SOLE   76,410 0 0
PPL CORP COM 69351T106 293 11,345 SH   SOLE   11,345 0 0
APPLE INC COM 037833100 31,001 84,981 SH   SOLE   84,981 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 5,021 39,270 SH   SOLE   39,270 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 302 4,106 SH   SOLE   4,106 0 0
MCDONALDS CORP COM 580135101 6,882 37,306 SH   SOLE   37,306 0 0
INTUIT COM 461202103 2,637 8,903 SH   SOLE   8,903 0 0
SALESFORCE COM INC COM 79466L302 3,316 17,703 SH   SOLE   17,703 0 0
ISHARES INC MSCI BRIC INDX 464286657 216 5,200 SH   SOLE   5,200 0 0
GENERAL MLS INC COM 370334104 684 11,090 SH   SOLE   11,090 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,940 29,171 SH   SOLE   29,171 0 0
HOME DEPOT INC COM 437076102 13,269 52,966 SH   SOLE   52,966 0 0
PUBLIC STORAGE COM 74460D109 482 2,513 SH   SOLE   2,513 0 0
FAIR ISAAC CORP COM 303250104 3,267 7,814 SH   SOLE   7,814 0 0
ZOETIS INC CL A 98978V103 12,597 91,923 SH   SOLE   91,923 0 0
ILLUMINA INC COM 452327109 2,055 5,548 SH   SOLE   5,548 0 0
LOWES COS INC COM 548661107 2,610 19,319 SH   SOLE   19,319 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,190 21,593 SH   SOLE   21,593 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 13,727 176,465 SH   SOLE   176,465 0 0
LOCKHEED MARTIN CORP COM 539830109 13,078 35,837 SH   SOLE   35,837 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,779 45,527 SH   SOLE   45,527 0 0
PALO ALTO NETWORKS INC COM 697435105 1,565 6,814 SH   SOLE   6,814 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 8,588 64,048 SH   SOLE   64,048 0 0
VISA INC COM CL A 92826C839 17,356 89,850 SH   SOLE   89,850 0 0
FIFTH THIRD BANCORP COM 316773100 711 36,880 SH   SOLE   36,880 0 0
PERKINELMER INC COM 714046109 2,192 22,345 SH   SOLE   22,345 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 1,771 22,795 SH   SOLE   22,795 0 0
MICROSOFT CORP COM 594918104 38,532 189,338 SH   SOLE   189,338 0 0
PEGASYSTEMS INC COM 705573103 1,149 11,355 SH   SOLE   11,355 0 0
BRUKER CORP COM 116794108 622 15,300 SH   SOLE   15,300 0 0
QUALCOMM INC COM 747525103 1,300 14,257 SH   SOLE   14,257 0 0
US BANCORP DEL COM NEW 902973304 3,783 102,755 SH   SOLE   102,755 0 0
TELEFLEX INCORPORATED COM 879369106 4,515 12,404 SH   SOLE   12,404 0 0
ALPHABET INC CAP STK CL A 02079K305 3,718 2,622 SH   SOLE   2,622 0 0
PEPSICO INC COM 713448108 6,841 51,721 SH   SOLE   51,721 0 0
AMGEN INC COM 031162100 14,070 59,653 SH   SOLE   59,653 0 0
MARSH & MCLENNAN COS INC COM 571748102 10,017 93,297 SH   SOLE   93,297 0 0
DOW INC COM 260557103 307 7,542 SH   SOLE   7,542 0 0
MASCO CORP COM 574599106 2,373 47,252 SH   SOLE   47,252 0 0
NASDAQ INC COM 631103108 7,220 60,433 SH   SOLE   60,433 0 0
II-VI INC COM 902104108 4,493 95,151 SH   SOLE   95,151 0 0
CISCO SYS INC COM 17275R102 8,952 191,946 SH   SOLE   191,946 0 0
OSHKOSH CORP COM 688239201 661 9,225 SH   SOLE   9,225 0 0
WALMART INC COM 931142103 9,015 75,259 SH   SOLE   75,259 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 4,956 46,277 SH   SOLE   46,277 0 0
SHOPIFY INC CL A 82509L107 1,044 1,100 SH   SOLE   1,100 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,539 16,564 SH   SOLE   16,564 0 0
BECTON DICKINSON & CO COM 075887109 5,513 23,043 SH   SOLE   23,043 0 0
CDW CORP COM 12514G108 2,107 18,132 SH   SOLE   18,132 0 0
NOVARTIS AG SPONSORED ADR 66987V109 5,842 66,889 SH   SOLE   66,889 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,932 33,177 SH   SOLE   33,177 0 0
COCA COLA CO COM 191216100 882 19,743 SH   SOLE   19,743 0 0
LEIDOS HOLDINGS INC COM 525327102 8,124 86,735 SH   SOLE   86,735 0 0
CATALENT INC COM 148806102 844 11,515 SH   SOLE   11,515 0 0
AMAZON COM INC COM 023135106 23,599 8,554 SH   SOLE   8,554 0 0
TARGET CORP COM 87612E106 1,474 12,294 SH   SOLE   12,294 0 0
M & T BK CORP COM 55261F104 676 6,505 SH   SOLE   6,505 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,093 9,048 SH   SOLE   9,048 0 0
NVIDIA CORPORATION COM 67066G104 14,803 38,964 SH   SOLE   38,964 0 0
SYNOPSYS INC COM 871607107 976 5,007 SH   SOLE   5,007 0 0
TRADEWEB MKTS INC CL A 892672106 3,247 55,856 SH   SOLE   55,856 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 223 1,250 SH   SOLE   1,250 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,764 9,521 SH   SOLE   9,521 0 0
JPMORGAN CHASE & CO COM 46625H100 762 8,099 SH   SOLE   8,099 0 0
ATLASSIAN CORP PLC CL A G06242104 207 1,150 SH   SOLE   1,150 0 0
CULLEN FROST BANKERS INC COM 229899109 375 5,015 SH   SOLE   5,015 0 0
AMERICAN ELEC PWR CO INC COM 025537101 774 9,725 SH   SOLE   9,725 0 0
KIMBERLY CLARK CORP COM 494368103 955 6,758 SH   SOLE   6,758 0 0
ZENDESK INC COM 98936J101 909 10,270 SH   SOLE   10,270 0 0
LHC GROUP INC COM 50187A107 1,951 11,191 SH   SOLE   11,191 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,167 19,855 SH   SOLE   19,855 0 0
GENERAL DYNAMICS CORP COM 369550108 652 4,365 SH   SOLE   4,365 0 0
BROADCOM INC COM 11135F101 10,711 33,939 SH   SOLE   33,939 0 0
IQVIA HLDGS INC COM 46266C105 8,850 62,377 SH   SOLE   62,377 0 0
VEEVA SYS INC CL A COM 922475108 4,329 18,467 SH   SOLE   18,467 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,260 31,805 SH   SOLE   31,805 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 224 727 SH   SOLE   727 0 0
LILLY ELI & CO COM 532457108 1,823 11,103 SH   SOLE   11,103 0 0
BLACKROCK INC COM 09247X101 8,094 14,876 SH   SOLE   14,876 0 0
FASTENAL CO COM 311900104 3,292 76,855 SH   SOLE   76,855 0 0
THE TRADE DESK INC COM CL A 88339J105 6,756 16,619 SH   SOLE   16,619 0 0
COMCAST CORP NEW CL A 20030N101 7,287 186,944 SH   SOLE   186,944 0 0
AT&T INC COM 00206R102 840 27,793 SH   SOLE   27,793 0 0
BORGWARNER INC COM 099724106 810 22,935 SH   SOLE   22,935 0 0
MERCK & CO. INC COM 58933Y105 1,382 17,866 SH   SOLE   17,866 0 0
ALPHABET INC CAP STK CL C 02079K107 11,586 8,196 SH   SOLE   8,196 0 0
ZSCALER INC COM 98980G102 5,844 53,372 SH   SOLE   53,372 0 0
BK OF AMERICA CORP COM 060505104 3,641 153,325 SH   SOLE   153,325 0 0
WILLIAMS SONOMA INC COM 969904101 846 10,310 SH   SOLE   10,310 0 0
HILL ROM HLDGS INC COM 431475102 1,605 14,617 SH   SOLE   14,617 0 0
JACOBS ENGR GROUP INC COM 469814107 212 2,500 SH   SOLE   2,500 0 0
CATERPILLAR INC DEL COM 149123101 657 5,190 SH   SOLE   5,190 0 0