<?xml version="1.0" ?>
<informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <infoTable>
    <nameOfIssuer>US TREASURY</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>9127962q1</cusip>
    <value>2386</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2387000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2387000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>US TREASURY</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>9127962y4</cusip>
    <value>1254</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1255000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1255000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>US TREASURY</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>9127963h0</cusip>
    <value>1691</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1692000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1692000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>US TREASURY</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>9127963s6</cusip>
    <value>326</value>
    <shrsOrPrnAmt>
      <sshPrnamt>326000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>326000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>US TREASURY</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>9127964l0</cusip>
    <value>4343</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4348000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4348000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>US TREASURY</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>912796xE4</cusip>
    <value>6432</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6435000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6435000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>US TREASURY</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>912828n89</cusip>
    <value>1130</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1125000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1125000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>US TREASURY</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>912828rr3</cusip>
    <value>602</value>
    <shrsOrPrnAmt>
      <sshPrnamt>590000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>590000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AK STL CORP SR NT</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>001546as9</cusip>
    <value>667</value>
    <shrsOrPrnAmt>
      <sshPrnamt>675000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>675000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ANTERO RES CORP</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>03674xac0</cusip>
    <value>742</value>
    <shrsOrPrnAmt>
      <sshPrnamt>905000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>905000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>APX GROUP</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>00213mas3</cusip>
    <value>678</value>
    <shrsOrPrnAmt>
      <sshPrnamt>670000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>670000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ARROW ELECTRONICS INC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>042735bd1</cusip>
    <value>207</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>200000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BARCLAYS PLC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>06738eas4</cusip>
    <value>211</value>
    <shrsOrPrnAmt>
      <sshPrnamt>205000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>205000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CA INC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>12673pah8</cusip>
    <value>283</value>
    <shrsOrPrnAmt>
      <sshPrnamt>275000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>275000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CAPITAL ONE FINANCIAL</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>14040hby0</cusip>
    <value>229</value>
    <shrsOrPrnAmt>
      <sshPrnamt>225000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>225000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CLEVELAND CLIFFS</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>18683kam3</cusip>
    <value>863</value>
    <shrsOrPrnAmt>
      <sshPrnamt>930000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>930000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COEUR MINING</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>192108bb3</cusip>
    <value>705</value>
    <shrsOrPrnAmt>
      <sshPrnamt>700000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>700000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CONNS INC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>208242ab3</cusip>
    <value>1071</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1200000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1200000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CONSTELLATION BRANDS</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>21036pak4</cusip>
    <value>214</value>
    <shrsOrPrnAmt>
      <sshPrnamt>210000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>210000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CRED SUIS GP FUND</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>225433am3</cusip>
    <value>203</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>200000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DIEBOLD NIXDORF</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>253651ac7</cusip>
    <value>523</value>
    <shrsOrPrnAmt>
      <sshPrnamt>575000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>575000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DISH NETWORK</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>25470xaw5</cusip>
    <value>543</value>
    <shrsOrPrnAmt>
      <sshPrnamt>530000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>530000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DONNELLEY FINL SOLUTIONS</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>25787gac4</cusip>
    <value>598</value>
    <shrsOrPrnAmt>
      <sshPrnamt>570000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>570000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EZCORP INC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>302301ae6</cusip>
    <value>539</value>
    <shrsOrPrnAmt>
      <sshPrnamt>700000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>700000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FIRST HORIZON NATL CORP</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>320517ac9</cusip>
    <value>300</value>
    <shrsOrPrnAmt>
      <sshPrnamt>285000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>285000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FLUOR CORP</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>343412ac6</cusip>
    <value>483</value>
    <shrsOrPrnAmt>
      <sshPrnamt>555000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>555000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HOPE BANCORP INC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>43940tab5</cusip>
    <value>640</value>
    <shrsOrPrnAmt>
      <sshPrnamt>790000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>790000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ICAHN ENTERPRISES</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>451102bj5</cusip>
    <value>272</value>
    <shrsOrPrnAmt>
      <sshPrnamt>270000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>270000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INTL GAME TECHNOLOGY</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>459902at9</cusip>
    <value>387</value>
    <shrsOrPrnAmt>
      <sshPrnamt>379000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>379000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>JABIL INC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>466313ag8</cusip>
    <value>273</value>
    <shrsOrPrnAmt>
      <sshPrnamt>255000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>255000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LAREDO PETROLEUM</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>516806af3</cusip>
    <value>434</value>
    <shrsOrPrnAmt>
      <sshPrnamt>735000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>735000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MAGELLAN HEALTH INC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>559079ak4</cusip>
    <value>469</value>
    <shrsOrPrnAmt>
      <sshPrnamt>455000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>455000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MAGNACHIP</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>55933jab0</cusip>
    <value>660</value>
    <shrsOrPrnAmt>
      <sshPrnamt>660000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>660000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MOSAIC CO</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>61945cac7</cusip>
    <value>217</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>200000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NEW HOME CO</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>645370ab3</cusip>
    <value>643</value>
    <shrsOrPrnAmt>
      <sshPrnamt>650000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>650000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>OASIS PETROLEUM</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>674215ag3</cusip>
    <value>58</value>
    <shrsOrPrnAmt>
      <sshPrnamt>250000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>250000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PBF LOGISTICS LP</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>69318uab1</cusip>
    <value>581</value>
    <shrsOrPrnAmt>
      <sshPrnamt>615000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>615000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PHH CORPORATION</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>693320as2</cusip>
    <value>312</value>
    <shrsOrPrnAmt>
      <sshPrnamt>390000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>390000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PITNEY BOWES</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>724479an0</cusip>
    <value>348</value>
    <shrsOrPrnAmt>
      <sshPrnamt>358000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>358000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUAD GRAPHICS</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>747301ac3</cusip>
    <value>1007</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1135000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1135000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RANGE RES CORP SERB NOTE</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>75299acb3</cusip>
    <value>413</value>
    <shrsOrPrnAmt>
      <sshPrnamt>435000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>435000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RR DONNELLEY &amp; SONS</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>257867ba8</cusip>
    <value>250</value>
    <shrsOrPrnAmt>
      <sshPrnamt>265000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>265000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SANTANDER HOLDINGS USA</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>80282kas5</cusip>
    <value>262</value>
    <shrsOrPrnAmt>
      <sshPrnamt>250000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>250000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SESI LLC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>78412fap9</cusip>
    <value>195</value>
    <shrsOrPrnAmt>
      <sshPrnamt>780000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>780000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SIGNET UK FINANCE</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>82671aaa1</cusip>
    <value>761</value>
    <shrsOrPrnAmt>
      <sshPrnamt>885000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>885000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAILORED BRANDS</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>587118ae0</cusip>
    <value>3</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>200000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAPESTRY INC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>189754ab0</cusip>
    <value>252</value>
    <shrsOrPrnAmt>
      <sshPrnamt>250000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>250000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TITAN INTERNATIONAL</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>88830mak8</cusip>
    <value>495</value>
    <shrsOrPrnAmt>
      <sshPrnamt>660000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>660000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TRANSDIGM INC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>893647ax5</cusip>
    <value>559</value>
    <shrsOrPrnAmt>
      <sshPrnamt>560000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>560000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TRIUMPH GROUP</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>896818al5</cusip>
    <value>791</value>
    <shrsOrPrnAmt>
      <sshPrnamt>950000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>950000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VISTA OUTDOOR</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>928377ab6</cusip>
    <value>586</value>
    <shrsOrPrnAmt>
      <sshPrnamt>585000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>585000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VMWARE INC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>928563ab1</cusip>
    <value>234</value>
    <shrsOrPrnAmt>
      <sshPrnamt>225000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>225000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WHIRLPOOL CORP</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>96332hcf4</cusip>
    <value>213</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>200000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WINDSTREAM CORP</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>97381wan4</cusip>
    <value>2</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>200000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>XILINX INC</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>983919ah4</cusip>
    <value>202</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>200000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CA CMNTYS DEV AUTH REV</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>13080svc5</cusip>
    <value>504</value>
    <shrsOrPrnAmt>
      <sshPrnamt>500000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>500000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CA HEALTH FACILITIES FINAN</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>13033lvg9</cusip>
    <value>232</value>
    <shrsOrPrnAmt>
      <sshPrnamt>225000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>225000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LA CA UNI SCH DIST</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>544646a28</cusip>
    <value>402</value>
    <shrsOrPrnAmt>
      <sshPrnamt>400000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>400000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LA CA UNI SCH DIST</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>544646a44</cusip>
    <value>201</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>200000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>UNIVERSITY CALIF REVS</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>91412gdl6</cusip>
    <value>276</value>
    <shrsOrPrnAmt>
      <sshPrnamt>275000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>275000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AM CEN TAX FREE BOND</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>025075839</cusip>
    <value>2510</value>
    <shrsOrPrnAmt>
      <sshPrnamt>206397</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>206397</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BLKROCK MUNI OPPS</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>09253e609</cusip>
    <value>1796</value>
    <shrsOrPrnAmt>
      <sshPrnamt>160645</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>160645</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DOUBLELINE T RETURN CL I</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>258620103</cusip>
    <value>535</value>
    <shrsOrPrnAmt>
      <sshPrnamt>49774</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>49774</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EATON VANCE HIGH INCOME</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>277923546</cusip>
    <value>4889</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1158612</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1158612</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GS CORE BOND FUND</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>38141w810</cusip>
    <value>3553</value>
    <shrsOrPrnAmt>
      <sshPrnamt>310344</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>310344</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GS DYN MUNI INCOME FD</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>38142v746</cusip>
    <value>546</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33647</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>33647</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GUGG MACRO OPPS</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>40168w582</cusip>
    <value>2820</value>
    <shrsOrPrnAmt>
      <sshPrnamt>107022</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>107022</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LD ABT SHT DURN</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>543916688</cusip>
    <value>4230</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1014298</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1014298</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>METROPOLITAN WEST TR</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>592905509</cusip>
    <value>596</value>
    <shrsOrPrnAmt>
      <sshPrnamt>51326</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>51326</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PIMCO DIVERS INCOME</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>693391880</cusip>
    <value>1651</value>
    <shrsOrPrnAmt>
      <sshPrnamt>149667</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>149667</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PIMCO INCOME FUND CL I</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>72201F490</cusip>
    <value>2133</value>
    <shrsOrPrnAmt>
      <sshPrnamt>182124</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>182124</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>T ROWE PRICE HIGH YIELD</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>741481105</cusip>
    <value>209</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32790</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>32790</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VANGUARD LT CA TAX-EX</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>922021506</cusip>
    <value>1313</value>
    <shrsOrPrnAmt>
      <sshPrnamt>103218</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>103218</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VNGRD INTERM CA TAX EX</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>922021407</cusip>
    <value>2057</value>
    <shrsOrPrnAmt>
      <sshPrnamt>167484</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>167484</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VNGRD INTERMED CA TAX EX</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>922021308</cusip>
    <value>1170</value>
    <shrsOrPrnAmt>
      <sshPrnamt>95258</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>95258</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WESTERN ASSET CORE CL I</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>957663305</cusip>
    <value>3330</value>
    <shrsOrPrnAmt>
      <sshPrnamt>243399</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>243399</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WESTERN ASSET MANAGED</nameOfIssuer>
    <titleOfClass>FIXED</titleOfClass>
    <cusip>52469j509</cusip>
    <value>1945</value>
    <shrsOrPrnAmt>
      <sshPrnamt>119671</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>119671</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>3M COMPANY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88579y101</cusip>
    <value>2687</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16776</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>16776</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ABBOTT LABORATORIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002824100</cusip>
    <value>4204</value>
    <shrsOrPrnAmt>
      <sshPrnamt>38630</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>38630</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ABBVIE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00287Y109</cusip>
    <value>3076</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35116</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>35116</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ACCENTURE PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>g1151c101</cusip>
    <value>730</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3230</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>3230</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ADOBE INC COM</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00724f101</cusip>
    <value>5060</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10317</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>10317</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ADVANCED MICRO DEVICES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007903107</cusip>
    <value>3012</value>
    <shrsOrPrnAmt>
      <sshPrnamt>36735</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>36735</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AGORA INC ADR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00851l103</cusip>
    <value>215</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AIA GROUP LTD ORDF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>y002a1105</cusip>
    <value>132</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13449</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>13449</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AIR PRODUCTS &amp; CHEMICALS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>009158106</cusip>
    <value>6403</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21497</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>21497</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AKAMAI TECHNOLOGIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00971T101</cusip>
    <value>2832</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25622</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>25622</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ALIBABA GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>01609w102</cusip>
    <value>2678</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9110</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>9110</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ALLY FINANCIAL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02005n100</cusip>
    <value>1546</value>
    <shrsOrPrnAmt>
      <sshPrnamt>61649</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>61649</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ALPHABET INC A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02079k305</cusip>
    <value>10225</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6977</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6977</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ALPHABET INC C</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02079k107</cusip>
    <value>1226</value>
    <shrsOrPrnAmt>
      <sshPrnamt>834</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>834</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ALTERYX INC COM CL A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02156b103</cusip>
    <value>1556</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13706</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>13706</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AMAZON.COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>22989</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7301</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>7301</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AMERICAN EXPRESS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>025816109</cusip>
    <value>315</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3143</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>3143</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AMERICAN TOWER</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03027x100</cusip>
    <value>6050</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25029</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>25029</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AMGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>031162100</cusip>
    <value>374</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1473</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1473</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ANTERO RESOURCES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03674x106</cusip>
    <value>206</value>
    <shrsOrPrnAmt>
      <sshPrnamt>75000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>75000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>APPLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>23569</value>
    <shrsOrPrnAmt>
      <sshPrnamt>203518</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>203518</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ATLASSIAN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>g06242104</cusip>
    <value>1578</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8679</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>8679</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AUTODESK INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>052769106</cusip>
    <value>1144</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4954</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4954</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AVALARA INC COM</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05338g106</cusip>
    <value>1290</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10127</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>10127</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BANK OF AMERICA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>060505104</cusip>
    <value>329</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13661</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>13661</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BEIGENE LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>07725L102</cusip>
    <value>286</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BERKSHIRE HATHAWAY A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>084670108</cusip>
    <value>1600</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BERKSHIRE HATHAWAY B</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>084670702</cusip>
    <value>382</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1795</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1795</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BEST BUY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>086516101</cusip>
    <value>1579</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14185</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>14185</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BIOHAVEN PHARMACEUTICAL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>g11196105</cusip>
    <value>4067</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62560</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>62560</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BLACKROCK INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09247x101</cusip>
    <value>534</value>
    <shrsOrPrnAmt>
      <sshPrnamt>947</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>947</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BOOZ ALLEN HAMILTON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>099502106</cusip>
    <value>1471</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17722</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>17722</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BRISTOL MYERS SQUIBB</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>110122108</cusip>
    <value>1551</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25729</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>25729</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BROADCOM LIMITED</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>11135F101</cusip>
    <value>5327</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14621</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>14621</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CANADIAN NATIONAL RR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>136375102</cusip>
    <value>508</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4772</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4772</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CARRIER GLOBAL ORD SHS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14448c104</cusip>
    <value>4570</value>
    <shrsOrPrnAmt>
      <sshPrnamt>149652</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>149652</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CDW CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12514g108</cusip>
    <value>2112</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17669</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>17669</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CHARTER COMMUNICATIONS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>16119P108</cusip>
    <value>1284</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2057</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2057</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CHEMOURS COMPANY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>163851108</cusip>
    <value>314</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>15000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CHEVRON CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>166764100</cusip>
    <value>298</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4140</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4140</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CISCO SYSTEMS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17275r102</cusip>
    <value>2139</value>
    <shrsOrPrnAmt>
      <sshPrnamt>54313</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>54313</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CME GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12572q105</cusip>
    <value>745</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4453</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4453</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COCA COLA COMPANY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>191216100</cusip>
    <value>1556</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31508</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>31508</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CONSOLIDATED EDISON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>209115104</cusip>
    <value>1252</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16097</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>16097</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CONSTELLATION BRANDS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>21036P108</cusip>
    <value>1231</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6495</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6495</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COSTCO WHOLESALE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22160k105</cusip>
    <value>6208</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17486</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>17486</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COUPA SOFTWARE INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22266L106</cusip>
    <value>1258</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4588</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4588</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CRISPR THERAPEUTICS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>h17182108</cusip>
    <value>857</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10252</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>10252</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CROWDSTRIKE HLDGS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22788c105</cusip>
    <value>1768</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12873</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>12873</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CSX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>126408103</cusip>
    <value>5518</value>
    <shrsOrPrnAmt>
      <sshPrnamt>71043</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>71043</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CUMMINS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>231021106</cusip>
    <value>6199</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29358</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>29358</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CYPRESS DEV CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>232749200</cusip>
    <value>7</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>20000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CYTODYN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23283m101</cusip>
    <value>148</value>
    <shrsOrPrnAmt>
      <sshPrnamt>50600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>50600</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>D.R. HORTON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23331A109</cusip>
    <value>2057</value>
    <shrsOrPrnAmt>
      <sshPrnamt>27195</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>27195</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DANAHER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>235851102</cusip>
    <value>1207</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5607</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5607</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DEERE &amp; COMPANY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>244199105</cusip>
    <value>7369</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33250</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>33250</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DELL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>24703l202</cusip>
    <value>1535</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22682</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>22682</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DEXCOM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>252131107</cusip>
    <value>1228</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2979</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2979</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DOCUSIGN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256163106</cusip>
    <value>1593</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7401</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>7401</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DOLLAR GENERAL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256677105</cusip>
    <value>6680</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31866</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>31866</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DOW INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>260557103</cusip>
    <value>2623</value>
    <shrsOrPrnAmt>
      <sshPrnamt>55745</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>55745</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DRAFTKINGS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26142r104</cusip>
    <value>3686</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62642</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>62642</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EAGLE MATERIALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26969p108</cusip>
    <value>4409</value>
    <shrsOrPrnAmt>
      <sshPrnamt>51082</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>51082</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EASTMAN CHEM CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>277432100</cusip>
    <value>5596</value>
    <shrsOrPrnAmt>
      <sshPrnamt>71638</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>71638</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EATON CORP PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G29183103</cusip>
    <value>2359</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23125</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>23125</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EMERSON ELECTRIC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>291011104</cusip>
    <value>5103</value>
    <shrsOrPrnAmt>
      <sshPrnamt>77830</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>77830</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ENPHASE ENERGY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29355a107</cusip>
    <value>1713</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20738</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>20738</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EQUINIX INC (REIT)</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29444u700</cusip>
    <value>1619</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2130</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2130</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EQUITY LIFESTYLE PPTIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29472r108</cusip>
    <value>8006</value>
    <shrsOrPrnAmt>
      <sshPrnamt>130610</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>130610</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231g102</cusip>
    <value>697</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20293</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>20293</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FACEBOOK INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30303m102</cusip>
    <value>11547</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44089</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>44089</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FATE THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31189p102</cusip>
    <value>1084</value>
    <shrsOrPrnAmt>
      <sshPrnamt>27121</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>27121</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FEDEX CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31428x106</cusip>
    <value>7637</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30365</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>30365</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FMC CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>302491303</cusip>
    <value>1547</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14606</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>14606</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FORTINET INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34959E109</cusip>
    <value>809</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6865</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6865</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>369604103</cusip>
    <value>79</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12760</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>12760</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GOLDMAN SACHS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38141g104</cusip>
    <value>6349</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31594</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>31594</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GOODRX HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38246g108</cusip>
    <value>1491</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26817</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>26817</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HOME DEPOT</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>437076102</cusip>
    <value>8724</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31412</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>31412</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HONEYWELL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>438516106</cusip>
    <value>4813</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29240</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>29240</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>IDEXX LABORATORIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45168d104</cusip>
    <value>1664</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4232</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4232</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ILLINOIS TOOL WORKS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>452308109</cusip>
    <value>1838</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9512</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>9512</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INNOVATIVE IND PROPERTIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45781v101</cusip>
    <value>2520</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20305</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>20305</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INTEL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>458140100</cusip>
    <value>2638</value>
    <shrsOrPrnAmt>
      <sshPrnamt>50940</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>50940</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INTUIT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>461202103</cusip>
    <value>9869</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30255</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>30255</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INTUITIVE SURGICAL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46120e602</cusip>
    <value>5128</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7227</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>7227</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>IRHYTHM TECHNOLOGIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>450056106</cusip>
    <value>357</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1500</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>JB HUNT TRANSPORT SVCS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>445658107</cusip>
    <value>3791</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29997</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>29997</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>6793</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45627</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>45627</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>JOHNSON CONTROLS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>g51502105</cusip>
    <value>2786</value>
    <shrsOrPrnAmt>
      <sshPrnamt>68194</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>68194</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46625h100</cusip>
    <value>1316</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13674</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>13674</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>KEYENCE CORP ORD F</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>j32491102</cusip>
    <value>429</value>
    <shrsOrPrnAmt>
      <sshPrnamt>924</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>924</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>KIMBERLY-CLARK CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>494368103</cusip>
    <value>4555</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30848</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>30848</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>KLA TENCOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>482480100</cusip>
    <value>1860</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9602</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>9602</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>L3HARRIS TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>502431109</cusip>
    <value>1973</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11618</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>11618</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>512807108</cusip>
    <value>1805</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5440</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5440</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LENNAR CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>526057104</cusip>
    <value>4581</value>
    <shrsOrPrnAmt>
      <sshPrnamt>56084</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>56084</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LENNOX INTERNATIONAL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>526107107</cusip>
    <value>1909</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7001</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>7001</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LINDE PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G5494J103</cusip>
    <value>1985</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8337</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>8337</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LIVONGO HEALTH INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>539183103</cusip>
    <value>245</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1747</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1747</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LOCKHEED MARTIN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>539830109</cusip>
    <value>2242</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5848</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5848</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LOGIC DEVICES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>541402103</cusip>
    <value>0</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>10000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LOWES COMPANIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>548661107</cusip>
    <value>4154</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25044</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>25044</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MARVELL TECH GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G5876H105</cusip>
    <value>1746</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43987</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>43987</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MASTERCARD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>57636q104</cusip>
    <value>610</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1804</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1804</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>580135101</cusip>
    <value>5780</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26333</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>26333</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MDC HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>552676108</cusip>
    <value>1566</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33251</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>33251</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MERCADOLIBRE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58733R102</cusip>
    <value>2910</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2688</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2688</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58933y105</cusip>
    <value>11217</value>
    <shrsOrPrnAmt>
      <sshPrnamt>135229</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>135229</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MICROSOFT CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>15031</value>
    <shrsOrPrnAmt>
      <sshPrnamt>71463</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>71463</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MODERNA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>60770k107</cusip>
    <value>3238</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45771</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>45771</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MONDELEZ INTERNATIONAL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>609207105</cusip>
    <value>1800</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31323</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>31323</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MONOLITHIC PWR SYSTEMS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>609839105</cusip>
    <value>1862</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6659</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6659</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>617446448</cusip>
    <value>2606</value>
    <shrsOrPrnAmt>
      <sshPrnamt>53896</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>53896</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MYOKARDIA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>62857M105</cusip>
    <value>750</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5500</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NETFLIX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110l106</cusip>
    <value>1625</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3250</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>3250</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65339f101</cusip>
    <value>6869</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24749</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>24749</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NIGHTFOOD HLDGS IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65412f101</cusip>
    <value>2</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>11900</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NIKE INC CLASS B</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>654106103</cusip>
    <value>2724</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21697</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>21697</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NVIDIA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67066g104</cusip>
    <value>5831</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10774</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>10774</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NXP SEMICONDUCTORS NV</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>n6596x109</cusip>
    <value>2743</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21978</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>21978</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>OKTA INC A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>679295105</cusip>
    <value>214</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ORACLE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68389x105</cusip>
    <value>2792</value>
    <shrsOrPrnAmt>
      <sshPrnamt>46774</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>46774</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PALO ALTO NETWORKS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>697435105</cusip>
    <value>4872</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19906</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>19906</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PARKER HANNIFIN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>701094104</cusip>
    <value>2008</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9923</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>9923</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PAYPAL HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>70450y103</cusip>
    <value>4241</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21524</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>21524</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PENN NATL GAMING INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>707569109</cusip>
    <value>3905</value>
    <shrsOrPrnAmt>
      <sshPrnamt>53708</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>53708</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PEPSICO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>713448108</cusip>
    <value>308</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2224</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2224</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PFIZER INCORPORATED</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>717081103</cusip>
    <value>4897</value>
    <shrsOrPrnAmt>
      <sshPrnamt>133423</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>133423</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PINTEREST INC CL A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>72352l106</cusip>
    <value>1805</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43492</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>43492</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PPG INDUSTRIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>693506107</cusip>
    <value>5804</value>
    <shrsOrPrnAmt>
      <sshPrnamt>47540</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>47540</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PROCTER &amp; GAMBLE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>742718109</cusip>
    <value>3379</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24314</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>24314</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PROLOGIS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74340w103</cusip>
    <value>5550</value>
    <shrsOrPrnAmt>
      <sshPrnamt>55156</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>55156</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUAD GRAPHICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747301109</cusip>
    <value>47</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15350</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>15350</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747525103</cusip>
    <value>4255</value>
    <shrsOrPrnAmt>
      <sshPrnamt>36161</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>36161</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RAYTHEON TECHNOLOGIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75513e101</cusip>
    <value>346</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6020</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6020</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>REGENERON PHARMA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75886f107</cusip>
    <value>3859</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6894</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6894</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RINGCENTRAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>76680r206</cusip>
    <value>1661</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6049</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6049</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROCKWELL AUTOMATION INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>773903109</cusip>
    <value>4134</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18732</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>18732</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SALESFORCE.COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>79466l302</cusip>
    <value>5512</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21933</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>21933</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SAREPTA THERAPEUTICS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>803607100</cusip>
    <value>1370</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9756</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>9756</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SBA COMMUNICATIONS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78410g104</cusip>
    <value>1860</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5839</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5839</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SCOTTS MIRACLE-GRO CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>810186106</cusip>
    <value>2672</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17475</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>17475</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEA LTD (ADR)</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81141r100</cusip>
    <value>2109</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13689</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>13689</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEAGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81181c104</cusip>
    <value>4044</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20664</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>20664</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SERVICENOW INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81762p102</cusip>
    <value>4697</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9685</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>9685</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHERWIN WILLIAMS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>824348106</cusip>
    <value>4061</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5829</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5829</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHOPIFY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>82509l107</cusip>
    <value>4136</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4043</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4043</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SKYWORKS SOLUTIONS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83088m102</cusip>
    <value>1189</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8172</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>8172</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SNOWFLAKE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>833445109</cusip>
    <value>2566</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10222</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>10222</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SOLAREDGE TECHNOLOGIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83417m104</cusip>
    <value>1823</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7649</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>7649</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPLUNK INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>848637104</cusip>
    <value>1509</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8022</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>8022</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SQUARE INC CL A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>852234103</cusip>
    <value>2396</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14743</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>14743</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>STANLEY BLACK &amp; DECKER</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>854502101</cusip>
    <value>4256</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26241</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>26241</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>STARBUCKS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>855244109</cusip>
    <value>3833</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44607</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>44607</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>STRYKER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>863667101</cusip>
    <value>995</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4775</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4775</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SYNOPSYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871607107</cusip>
    <value>1285</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6006</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6006</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAIWAN SEMICONDUCTOR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>874039100</cusip>
    <value>1692</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20872</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>20872</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TANDEM DIABETES CARE INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>875372203</cusip>
    <value>1149</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10127</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>10127</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TARGET CORP COM</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87612e106</cusip>
    <value>5426</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34471</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>34471</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TESLA MOTORS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88160r101</cusip>
    <value>3738</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8712</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>8712</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TEXAS INSTRUMENTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>882508104</cusip>
    <value>1229</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8604</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>8604</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>THERMO FISHER SCIENTIFIC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>883556102</cusip>
    <value>6145</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13918</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>13918</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TOPBUILD CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89055F103</cusip>
    <value>1218</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7134</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>7134</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TRANE TECHNOLOGIES PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>g8994e103</cusip>
    <value>2688</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22169</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>22169</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TRANSDIGM GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>893641100</cusip>
    <value>967</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2035</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2035</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TREX COMPANY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89531p105</cusip>
    <value>1283</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17915</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>17915</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TRIUMPH GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>896818101</cusip>
    <value>163</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>25000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>UNION PACIFIC CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>907818108</cusip>
    <value>4082</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20734</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>20734</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>UNITED PARCEL SERVICE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>911312106</cusip>
    <value>5851</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35112</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>35112</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>UNITED RENTALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>911363109</cusip>
    <value>2273</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13027</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>13027</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>UNITEDHEALTH GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91324p102</cusip>
    <value>3284</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10534</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>10534</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>UNITY SOFTWARE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91332u101</cusip>
    <value>218</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2500</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>US BANCORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>902973304</cusip>
    <value>607</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16925</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>16925</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VERTEX PHARMACEUTCLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92532f100</cusip>
    <value>1234</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4535</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4535</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VIKING THERAPEUTICS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92686J106</cusip>
    <value>669</value>
    <shrsOrPrnAmt>
      <sshPrnamt>114988</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>114988</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VIRNETX HOLDING CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92823t108</cusip>
    <value>1194</value>
    <shrsOrPrnAmt>
      <sshPrnamt>226513</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>226513</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VISA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92826c839</cusip>
    <value>7166</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35834</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>35834</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VROOM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92918v109</cusip>
    <value>1194</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23055</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>23055</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WAL-MART STORES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>931142103</cusip>
    <value>8040</value>
    <shrsOrPrnAmt>
      <sshPrnamt>57469</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>57469</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WALT DISNEY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>254687106</cusip>
    <value>1016</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8187</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>8187</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WHIRLPOOL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>963320106</cusip>
    <value>6172</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33565</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>33565</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WORKHORSE GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98138j206</cusip>
    <value>3785</value>
    <shrsOrPrnAmt>
      <sshPrnamt>149739</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>149739</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WW GRAINGER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>384802104</cusip>
    <value>2746</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7696</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>7696</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>XPO LOGISTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>983793100</cusip>
    <value>1524</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17999</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>17999</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ZOETIS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98978v103</cusip>
    <value>4174</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25242</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>25242</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DJ INDUSTRIAL ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78467x109</cusip>
    <value>7937</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28603</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>28603</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GOLDMAN SACHS HEDGE ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>381430545</cusip>
    <value>423</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5455</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5455</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HEALTH CARE SELECT ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81369y209</cusip>
    <value>209</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1986</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1986</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INV S&amp;P 500 EQ WT ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46137V357</cusip>
    <value>1281</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11850</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>11850</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INVESCO QQQ TRUST ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46090E103</cusip>
    <value>1258</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4529</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4529</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ISH RUSS MID-CAP GRWTH</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287481</cusip>
    <value>5134</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29701</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>29701</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ISH RUSSELL 2000 GRWTH</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287648</cusip>
    <value>1547</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6985</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6985</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ISHARES CHINA LARGE CAP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287184</cusip>
    <value>366</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8720</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>8720</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ISHARES MSCI EAFE ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287465</cusip>
    <value>624</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9803</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>9803</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ISHARES N AM TECH SOFT</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287515</cusip>
    <value>1661</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5339</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5339</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ISHARES RUSSELL 2000</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287655</cusip>
    <value>973</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6494</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6494</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ISHARES TR INDIA 50 ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464289529</cusip>
    <value>422</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12122</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>12122</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PROSH R2000 DIV GROWERS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74347b698</cusip>
    <value>1264</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>26800</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PRS  MIDCAP DIV ARISTO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74347b680</cusip>
    <value>1837</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34610</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>34610</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR CONSUMER DISCRE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81369y407</cusip>
    <value>390</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2652</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2652</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR GOLD SHARES ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78463v107</cusip>
    <value>260</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1467</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1467</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR S&amp;P 500 ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78462f103</cusip>
    <value>9911</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29595</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>29595</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR S&amp;P MIDCAP 400 ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78467y107</cusip>
    <value>341</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1005</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1005</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TECHNOLOGY SPDR ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81369y803</cusip>
    <value>534</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4579</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>4579</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VANGUARD DEVELOPED ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>921943858</cusip>
    <value>931</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22770</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>22770</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VANGUARD GROWTH ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922908736</cusip>
    <value>525</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2307</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2307</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VANGUARD MID-CAP ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922908629</cusip>
    <value>1181</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6703</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>6703</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VANGUARD TOTAL STOCK ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922908769</cusip>
    <value>4329</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25418</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>25418</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VANGUARD VALUE ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922908744</cusip>
    <value>1921</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18384</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>18384</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VNGRD EMERGING MKTS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922042858</cusip>
    <value>236</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5449</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5449</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EDGEWOOD GROWTH FUND</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>0075W0759</cusip>
    <value>3135</value>
    <shrsOrPrnAmt>
      <sshPrnamt>64331</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>64331</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FIDELITY CONTRAFUND</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>316071109</cusip>
    <value>174</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10438</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>10438</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GS EMERGING MKT EQUITIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38142b369</cusip>
    <value>2516</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100473</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>100473</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GS GQG INTL OPPORTUNITIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38147n293</cusip>
    <value>9179</value>
    <shrsOrPrnAmt>
      <sshPrnamt>539285</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>539285</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HRDG LVNR INTL EQUITY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>412295107</cusip>
    <value>5046</value>
    <shrsOrPrnAmt>
      <sshPrnamt>204615</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>204615</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MATTHEWS ASIA GROWTH FD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>577130776</cusip>
    <value>2590</value>
    <shrsOrPrnAmt>
      <sshPrnamt>78738</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>78738</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VICTORY SYCAMORE VAL I</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92646a831</cusip>
    <value>2536</value>
    <shrsOrPrnAmt>
      <sshPrnamt>71527</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>71527</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BROADCOM INC 8 percent PFD</nameOfIssuer>
    <titleOfClass>PFD</titleOfClass>
    <cusip>11135f200</cusip>
    <value>2481</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1990</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1990</None>
    </votingAuthority>
  </infoTable>
</informationTable>
