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
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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
AbbVie Inc. COM 00287Y109 4,147 54,429 SH   SOLE   54,429 0 0
Accenture PLC SHS CLASS A G1151C101 435 2,663 SH   SOLE   2,663 0 0
Activision Blizzard Inc. COM 00507V109 7,980 134,168 SH   SOLE   134,168 0 0
Adobe Inc. COM 00724F101 4,627 14,540 SH   SOLE   14,540 0 0
AerCap Holdings NV SHS N00985106 1,068 46,884 SH   SOLE   46,884 0 0
Air Lease Corp. CL A 00912X302 1,489 67,258 SH   SOLE   67,258 0 0
Alexion Pharmaceuticals Inc. COM 015351109 4,097 45,624 SH   SOLE   45,624 0 0
Ally Financial Inc COM 02005N100 1,901 131,760 SH   SOLE   131,760 0 0
Alphabet Inc. Cl A CAP STK CL A 02079K305 10,647 9,163 SH   SOLE   9,163 0 0
Amgen Inc. COM 031162100 6,392 31,528 SH   SOLE   31,528 0 0
Anthem Inc COM 036752103 3,656 16,104 SH   SOLE   16,104 0 0
Apple Inc. COM 037833100 4,620 18,170 SH   SOLE   18,170 0 0
Applied Materials Inc. COM 038222105 6,092 132,955 SH   SOLE   132,955 0 0
Arrow Electronics Inc. COM 042735100 3,793 73,127 SH   SOLE   73,127 0 0
ASGN Inc. COM 00191U102 2,322 65,736 SH   SOLE   65,736 0 0
Avnet Inc. COM 053807103 3,643 145,147 SH   SOLE   145,147 0 0
Bank of New York Mellon Corp. COM 064058100 3,632 107,842 SH   SOLE   107,842 0 0
Biogen Inc. COM 09062X103 5,173 16,350 SH   SOLE   16,350 0 0
BMC Stock Holdings, Inc. COM 05591B109 1,169 65,941 SH   SOLE   65,941 0 0
Bristol-Myers Squibb Co. COM 110122108 423 7,588 SH   SOLE   7,588 0 0
CACI International Inc. (Cl A) CL A 127190304 374 1,769 SH   SOLE   1,769 0 0
Capital One Financial Corp. COM 14040H105 3,613 71,653 SH   SOLE   71,653 0 0
Carlyle Group Inc COM 14316J108 2,363 109,146 SH   SOLE   109,146 0 0
CDW Corp. COM 12514G108 3,380 36,244 SH   SOLE   36,244 0 0
Centene Corp. COM 15135B101 7,364 123,947 SH   SOLE   123,947 0 0
Charles River Laboratories International Inc. COM 159864107 200 1,587 SH   SOLE   1,587 0 0
Cigna Corporation COM 125523100 3,624 20,455 SH   SOLE   20,455 0 0
Cisco Systems Inc. COM 17275R102 4,660 118,550 SH   SOLE   118,550 0 0
Citizens Financial Group, Inc. COM 174610105 1,250 66,479 SH   SOLE   66,479 0 0
Comcast Corp. (Cl A) CL A 20030N101 3,870 112,560 SH   SOLE   112,560 0 0
Communication Services Select COMMUNICATION 81369Y852 745 16,843 SH   SOLE   16,843 0 0
Consumer Discretionary Select SBI CONS DISCR 81369Y407 487 4,968 SH   SOLE   4,968 0 0
CRH PLC (ADS) ADR 12626K203 3,663 136,467 SH   SOLE   136,467 0 0
CVS Health Corp. COM 126650100 3,672 61,887 SH   SOLE   61,887 0 0
D.R. Horton Inc. COM 23331A109 3,715 109,279 SH   SOLE   109,279 0 0
Delta Air Lines Inc. COM NEW 247361702 1,786 62,618 SH   SOLE   62,618 0 0
Diodes Inc. COM 254543101 204 5,026 SH   SOLE   5,026 0 0
Discover Financial Services COM 254709108 2,082 58,356 SH   SOLE   58,356 0 0
Dollar General Corp. COM 256677105 9,680 64,099 SH   SOLE   64,099 0 0
Dollar Tree Inc. COM 256746108 4,185 56,957 SH   SOLE   56,957 0 0
Electronic Arts Inc. COM 285512109 7,434 74,217 SH   SOLE   74,217 0 0
Encompass Health Corporation COM 29261A100 4,774 74,553 SH   SOLE   74,553 0 0
Facebook, Inc. CL A 30303M102 4,684 28,080 SH   SOLE   28,080 0 0
FactSet Research Systems Inc. COM 303075105 2,295 8,805 SH   SOLE   8,805 0 0
Fifth Third Bancorp COM 316773100 1,721 115,898 SH   SOLE   115,898 0 0
Financial Select Sector SPDR F SBI INT-FINL 81369Y605 675 32,420 SH   SOLE   32,420 0 0
First Horizon National Corp. COM 320517105 105 13,076 SH   SOLE   13,076 0 0
Fresenius Medical Care AG & Co SPONSORED ADR 358029106 2,246 68,480 SH   SOLE   68,480 0 0
Gilead Sciences Inc. COM 375558103 6,894 92,216 SH   SOLE   92,216 0 0
GlaxoSmithKline PLC ADS SPONSORED ADR 37733W105 449 11,846 SH   SOLE   11,846 0 0
GMS Inc. COM 36251C103 1,096 69,690 SH   SOLE   69,690 0 0
Goldman Sachs Group Inc. COM 38141G104 451 2,919 SH   SOLE   2,919 0 0
HCA Healthcare Inc COM 40412C101 5,679 63,203 SH   SOLE   63,203 0 0
HD Supply Holdings, Inc. COM 40416M105 2,222 78,151 SH   SOLE   78,151 0 0
Health Care Select Sector SPDR SBI HEALTHCARE 81369Y209 418 4,720 SH   SOLE   4,720 0 0
Humana Inc. COM 444859102 6,560 20,891 SH   SOLE   20,891 0 0
Insperity, Inc. COM 45778Q107 1,867 50,056 SH   SOLE   50,056 0 0
Intel Corp. COM 458140100 5,099 94,219 SH   SOLE   94,219 0 0
Intercontinental Exchange, Inc COM 45866F104 3,371 41,748 SH   SOLE   41,748 0 0
Invesco CurrencyShares British BRIT POUN STRL 46138M109 939 7,796 SH   SOLE   7,796 0 0
Invesco CurrencyShares Euro Tr EURO SHS 46138K103 4,909 47,067 SH   SOLE   47,067 0 0
Invesco CurrencyShares Japanes JAPANESE YEN 46138W107 22,415 254,167 SH   SOLE   254,167 0 0
iShares 1-3 Year Treasury Bond 1 3 YR TREAS BD 464287457 1,798 20,750 SH   SOLE   20,750 0 0
iShares Core MSCI EAFE ETF CORE MSCI EAFE 46432F842 248 4,976 SH   SOLE   4,976 0 0
iShares Core MSCI Emerging Mar CORE MSCI EMKT 46434G103 15,511 383,285 SH   SOLE   383,285 0 0
iShares Floating Rate Bond ETF FLTG RATE NT ETF 46429B655 886 18,173 SH   SOLE   18,173 0 0
iShares iBoxx $ Investment Gra IBOXX INV CP ETF 464287242 3,381 27,372 SH   SOLE   27,372 0 0
iShares Intermediate-Term Cred INTRM TR CRP ETF 464288638 11,288 205,543 SH   SOLE   205,543 0 0
iShares International Treasury INTL TREA BD ETF 464288117 16,160 327,717 SH   SOLE   327,717 0 0
iShares JPMorgan USD Emerging JPMORGAN USD EMG 464288281 8,015 82,900 SH   SOLE   82,900 0 0
iShares MBS ETF MBS ETF 464288588 20,149 182,445 SH   SOLE   182,445 0 0
iShares U.S. Healthcare Provid US HLTHCR PR ETF 464288828 225 1,351 SH   SOLE   1,351 0 0
KB Home COM 48666K109 1,661 91,746 SH   SOLE   91,746 0 0
KKR & Co. Inc. Class A CL A 48251W104 3,572 152,203 SH   SOLE   152,203 0 0
KLA Corporation COM NEW 482480100 3,697 25,717 SH   SOLE   25,717 0 0
Kroger Co. COM 501044101 357 11,855 SH   SOLE   11,855 0 0
Laboratory Corp. of America Ho COM NEW 50540R409 2,273 17,982 SH   SOLE   17,982 0 0
Lam Research Corp. COM 512807108 11,401 47,504 SH   SOLE   47,504 0 0
Lennar Corp. (Cl A) CL A 526057104 2,780 72,778 SH   SOLE   72,778 0 0
LPL Financial Holdings Inc. COM 50212V100 2,321 42,646 SH   SOLE   42,646 0 0
ManTech International Corp. (C CL A 564563104 274 3,765 SH   SOLE   3,765 0 0
Martin Marietta Materials Inc. COM 573284106 3,627 19,165 SH   SOLE   19,165 0 0
Marvell Technology Group Ltd. ORD G5876H105 227 10,050 SH   SOLE   10,050 0 0
Mastercard Inc. Cl A CL A 57636Q104 9,525 39,432 SH   SOLE   39,432 0 0
McKesson Corp. COM 58155Q103 288 2,126 SH   SOLE   2,126 0 0
Merck & Co. Inc. COM 58933Y105 384 4,985 SH   SOLE   4,985 0 0
Meritage Homes Corp. COM 59001A102 1,965 53,827 SH   SOLE   53,827 0 0
MetLife Inc. COM 59156R108 353 11,544 SH   SOLE   11,544 0 0
Microsoft Corp. COM 594918104 13,258 84,066 SH   SOLE   84,066 0 0
MKS Instruments Inc. COM 55306N104 3,891 47,770 SH   SOLE   47,770 0 0
Molina Healthcare Inc. COM 60855R100 250 1,787 SH   SOLE   1,787 0 0
Moody's Corp. COM 615369105 3,849 18,200 SH   SOLE   18,200 0 0
Morgan Stanley COM NEW 617446448 3,735 109,856 SH   SOLE   109,856 0 0
MSCI Inc. Class A COM 55354G100 3,252 11,255 SH   SOLE   11,255 0 0
Nasdaq, Inc. COM 631103108 2,606 27,448 SH   SOLE   27,448 0 0
NetEase, Inc. ADR SPONSORED ADS 64110W102 503 1,566 SH   SOLE   1,566 0 0
Novartis AG ADS SPONSORED ADR 66987V109 489 5,932 SH   SOLE   5,932 0 0
Novo Nordisk A/S ADS ADR 670100205 461 7,664 SH   SOLE   7,664 0 0
OneMain Holdings, Inc. COM 68268W103 981 51,287 SH   SOLE   51,287 0 0
Pfizer Inc. COM 717081103 366 11,218 SH   SOLE   11,218 0 0
PRA Health Sciences, Inc. COM 69354M108 203 2,440 SH   SOLE   2,440 0 0
Premier Inc. Class A CL A 74051N102 2,079 63,544 SH   SOLE   63,544 0 0
ProShares Short Russell2000 SHRT RUSSELL2000 74348A210 7,818 162,234 SH   SOLE   162,234 0 0
ProShares Trust Short S&P500 SHORT S&P 500 NE 74347B425 8,219 297,161 SH   SOLE   297,161 0 0
PulteGroup Inc. COM 745867101 3,709 166,194 SH   SOLE   166,194 0 0
Quest Diagnostics Inc. COM 74834L100 2,238 27,866 SH   SOLE   27,866 0 0
Radian Group Inc. COM 750236101 1,281 98,939 SH   SOLE   98,939 0 0
Raymond James Financial Inc COM 754730109 243 3,841 SH   SOLE   3,841 0 0
Regeneron Pharmaceuticals Inc. COM 75886F107 6,482 13,275 SH   SOLE   13,275 0 0
Regions Financial Corp. (New) COM 7591EP100 139 15,499 SH   SOLE   15,499 0 0
Republic Services Inc. COM 760759100 5,587 74,431 SH   SOLE   74,431 0 0
Robert Half International Inc. COM 770323103 2,869 76,006 SH   SOLE   76,006 0 0
S&P Global Inc. COM 78409V104 3,814 15,566 SH   SOLE   15,566 0 0
Santander Consumer USA Holding COM 80283M101 1,757 126,299 SH   SOLE   126,299 0 0
SEI Investments Company COM 784117103 2,742 59,176 SH   SOLE   59,176 0 0
Skyworks Solutions Inc COM 83088M102 323 3,616 SH   SOLE   3,616 0 0
SolarEdge Technologies, Inc. COM 83417M104 6,167 75,319 SH   SOLE   75,319 0 0
SPDR Barclays International Co BLOMBRG BRC INTL 78464A151 1,940 62,410 SH   SOLE   62,410 0 0
SPDR Bloomberg Barclays 1-3 Mo SPDR BLOOMBERG 78468R663 5,022 54,812 SH   SOLE   54,812 0 0
SPDR Bloomberg Barclays Intern BLOMBERG INTL TR 78464A516 7,769 279,462 SH   SOLE   279,462 0 0
SPDR Gold Trust GOLD SHS 78463V107 28,677 193,697 SH   SOLE   193,697 0 0
Sterling Bancorp COM 85917A100 108 10,376 SH   SOLE   10,376 0 0
Stifel Financial Corp. COM 860630102 204 4,948 SH   SOLE   4,948 0 0
Synchrony Financial COM 87165B103 2,793 173,570 SH   SOLE   173,570 0 0
SYNNEX Corp. COM 87162W100 3,548 48,542 SH   SOLE   48,542 0 0
Take-Two Interactive Software COM 874054109 4,634 39,066 SH   SOLE   39,066 0 0
Target Corp. COM 87612E106 11,064 119,007 SH   SOLE   119,007 0 0
Technology Select Sector SPDR TECHNOLOGY 81369Y803 1,215 15,117 SH   SOLE   15,117 0 0
Tetra Tech Inc. COM 88162G103 3,236 45,824 SH   SOLE   45,824 0 0
Toll Brothers Inc. COM 889478103 2,128 110,559 SH   SOLE   110,559 0 0
TRI Pointe Group Inc COM 87265H109 195 22,243 SH   SOLE   22,243 0 0
TriNet Group, Inc. COM 896288107 2,630 69,847 SH   SOLE   69,847 0 0
Triton International Ltd. Clas CL A G9078F107 1,493 57,717 SH   SOLE   57,717 0 0
United Continental Holdings In COM 910047109 1,233 39,078 SH   SOLE   39,078 0 0
United Rentals Inc. COM 911363109 2,421 23,528 SH   SOLE   23,528 0 0
UnitedHealth Group Inc. COM 91324P102 8,558 34,316 SH   SOLE   34,316 0 0
Universal Health Services Inc. CL B 913903100 2,879 29,058 SH   SOLE   29,058 0 0
Valley National Bancorp COM 919794107 131 17,965 SH   SOLE   17,965 0 0
Vanguard Short-Term Corporate SHRT TRM CORP BD 92206C409 290 3,668 SH   SOLE   3,668 0 0
Verizon Communications Inc. COM 92343V104 6,137 114,222 SH   SOLE   114,222 0 0
Visa Inc. COM CL A 92826C839 9,017 55,967 SH   SOLE   55,967 0 0
Vulcan Materials Co. COM 929160109 3,625 33,544 SH   SOLE   33,544 0 0
Walgreens Boots Alliance Inc COM 931427108 347 7,581 SH   SOLE   7,581 0 0
Walmart Inc. COM 931142103 587 5,166 SH   SOLE   5,166 0 0
Waste Management Inc. COM 94106L109 5,583 60,316 SH   SOLE   60,316 0 0
Wesco International Inc. COM 95082P105 1,113 48,700 SH   SOLE   48,700 0 0
Wipro Ltd. ADS SPON ADR 1 SH 97651M109 181 58,482 SH   SOLE   58,482 0 0