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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 3,120 37,285 SH   SOLE   37,285 0 0
ABBVIE INC COM 00287Y109 594 7,849 SH   SOLE   7,849 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 32,972 171,417 SH   SOLE   171,417 0 0
ADOBE INC COM 00724F101 15,961 57,778 SH   SOLE   57,778 0 0
AIR PRODS & CHEMS INC COM 009158106 10,698 48,219 SH   SOLE   48,219 0 0
ALBANY INTL CORP CL A 012348108 1,772 19,649 SH   SOLE   19,649 0 0
ALBEMARLE CORP COM 012653101 1,061 15,259 SH   SOLE   15,259 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 13,355 283,841 SH   SOLE   283,841 0 0
ALPHABET INC CAP STK CL C 02079K107 1,776 1,457 SH   SOLE   1,457 0 0
ALPHABET INC CAP STK CL A 02079K305 39,492 32,340 SH   SOLE   32,340 0 0
ALPS ETF TR SECTR DIV DOGS 00162Q858 248 5,660 SH   SOLE   5,660 0 0
ALTRIA GROUP INC COM 02209S103 1,309 32,013 SH   SOLE   32,013 0 0
AMAZON COM INC COM 023135106 11,299 6,509 SH   SOLE   6,509 0 0
AMERICAN EXPRESS CO COM 025816109 30,863 260,931 SH   SOLE   260,931 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 2,657 24,639 SH   SOLE   24,639 0 0
AMERICAN TOWER CORP NEW COM 03027X100 30,348 137,241 SH   SOLE   137,241 0 0
AMGEN INC COM 031162100 22,447 116,001 SH   SOLE   116,001 0 0
ANALOG DEVICES INC COM 032654105 2,722 24,363 SH   SOLE   24,363 0 0
ANI PHARMACEUTICALS INC COM 00182C103 1,783 24,461 SH   SOLE   24,461 0 0
ANNALY CAP MGMT INC COM 035710409 261 29,684 SH   SOLE   29,684 0 0
ANSYS INC COM 03662Q105 4,486 20,267 SH   SOLE   20,267 0 0
APPLE INC COM 037833100 41,418 184,927 SH   SOLE   184,927 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 1,667 23,726 SH   SOLE   23,726 0 0
ASGN INC COM 00191U102 1,902 30,254 SH   SOLE   30,254 0 0
AT&T INC COM 00206R102 10,915 288,462 SH   SOLE   288,462 0 0
ATKORE INTL GROUP INC COM 047649108 415 13,673 SH   SOLE   13,673 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 5,116 31,694 SH   SOLE   31,694 0 0
AUTOZONE INC COM 053332102 16,329 15,055 SH   SOLE   15,055 0 0
AVANGRID INC COM 05351W103 308 5,901 SH   SOLE   5,901 0 0
AVERY DENNISON CORP COM 053611109 11,432 100,661 SH   SOLE   100,661 0 0
BANK AMER CORP COM 060505104 25,884 887,338 SH   SOLE   887,338 0 0
BANNER CORP COM NEW 06652V208 2,091 37,222 SH   SOLE   37,222 0 0
BAXTER INTL INC COM 071813109 4,222 48,269 SH   SOLE   48,269 0 0
BB&T CORP COM 054937107 7,985 149,621 SH   SOLE   149,621 0 0
BECTON DICKINSON & CO COM 075887109 9,990 39,493 SH   SOLE   39,493 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,123 15,014 SH   SOLE   15,014 0 0
BEST BUY INC COM 086516101 31,040 449,916 SH   SOLE   449,916 0 0
BIOTELEMETRY INC COM 090672106 1,704 41,835 SH   SOLE   41,835 0 0
BLACKROCK ENERGY & RES TR COM 09250U101 159 14,228 SH   SOLE   14,228 0 0
BLACKROCK ENHANCED EQT DIV T COM 09251A104 101 10,960 SH   SOLE   10,960 0 0
BLACKROCK INC COM 09247X101 2,307 5,176 SH   SOLE   5,176 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 2,178 60,756 SH   SOLE   60,756 0 0
BOOKING HLDGS INC COM 09857L108 3,223 1,642 SH   SOLE   1,642 0 0
BOOT BARN HLDGS INC COM 099406100 2,423 69,424 SH   SOLE   69,424 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,029 25,281 SH   SOLE   25,281 0 0
BOYD GAMING CORP COM 103304101 1,378 57,526 SH   SOLE   57,526 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 27,723 546,698 SH   SOLE   546,698 0 0
BROADCOM INC COM 11135F101 254 921 SH   SOLE   921 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 2,438 17,268 SH   SOLE   17,268 0 0
CALAMOS STRATEGIC TOTL RETN COM SH BEN INT 128125101 591 46,431 SH   SOLE   46,431 0 0
CDW CORP COM 12514G108 35,547 288,441 SH   SOLE   288,441 0 0
CENTERPOINT ENERGY INC COM 15189T107 16,217 537,346 SH   SOLE   537,346 0 0
CENTERSTATE BK CORP COM 15201P109 2,117 88,272 SH   SOLE   88,272 0 0
CHEFS WHSE INC COM 163086101 1,831 45,419 SH   SOLE   45,419 0 0
CHEGG INC COM 163092109 1,304 43,542 SH   SOLE   43,542 0 0
CHESAPEAKE UTILS CORP COM 165303108 2,358 24,736 SH   SOLE   24,736 0 0
CHEVRON CORP NEW COM 166764100 13,362 112,667 SH   SOLE   112,667 0 0
CINTAS CORP COM 172908105 2,841 10,596 SH   SOLE   10,596 0 0
CISCO SYS INC COM 17275R102 33,421 676,398 SH   SOLE   676,398 0 0
CITIGROUP INC COM NEW 172967424 1,469 21,272 SH   SOLE   21,272 0 0
CITIZENS FINL GROUP INC COM 174610105 15,892 449,302 SH   SOLE   449,302 0 0
CMS ENERGY CORP COM 125896100 1,362 21,294 SH   SOLE   21,294 0 0
COCA COLA CO COM 191216100 1,436 26,383 SH   SOLE   26,383 0 0
COHERUS BIOSCIENCES INC COM 19249H103 2,912 143,727 SH   SOLE   143,727 0 0
COMCAST CORP NEW CL A 20030N101 37,844 839,495 SH   SOLE   839,495 0 0
COMERICA INC COM 200340107 253 3,840 SH   SOLE   3,840 0 0
COMFORT SYS USA INC COM 199908104 1,740 39,342 SH   SOLE   39,342 0 0
CONAGRA BRANDS INC COM 205887102 426 13,874 SH   SOLE   13,874 0 0
CONMED CORP COM 207410101 2,282 23,732 SH   SOLE   23,732 0 0
CONOCOPHILLIPS COM 20825C104 10,174 178,560 SH   SOLE   178,560 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,405 6,776 SH   SOLE   6,776 0 0
CORESITE RLTY CORP COM 21870Q105 2,564 21,044 SH   SOLE   21,044 0 0
CUBIC CORP COM 229669106 1,704 24,197 SH   SOLE   24,197 0 0
CURTISS WRIGHT CORP COM 231561101 1,696 13,108 SH   SOLE   13,108 0 0
CVS HEALTH CORP COM 126650100 8,292 131,476 SH   SOLE   131,476 0 0
CYRUSONE INC COM 23283R100 2,673 33,795 SH   SOLE   33,795 0 0
D R HORTON INC COM 23331A109 33,299 631,744 SH   SOLE   631,744 0 0
DANAHER CORPORATION COM 235851102 1,751 12,121 SH   SOLE   12,121 0 0
DARDEN RESTAURANTS INC COM 237194105 3,269 27,653 SH   SOLE   27,653 0 0
DELEK US HLDGS INC NEW COM 24665A103 1,488 40,999 SH   SOLE   40,999 0 0
DELL TECHNOLOGIES INC CL C 24703L202 338 6,517 SH   SOLE   6,517 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 32,136 557,919 SH   SOLE   557,919 0 0
DIAMONDBACK ENERGY INC COM 25278X109 433 4,811 SH   SOLE   4,811 0 0
DISCOVER FINL SVCS COM 254709108 460 5,667 SH   SOLE   5,667 0 0
DISNEY WALT CO COM DISNEY 254687106 25,844 198,310 SH   SOLE   198,310 0 0
DTE ENERGY CO COM 233331107 1,822 13,706 SH   SOLE   13,706 0 0
DUKE REALTY CORP COM NEW 264411505 283 8,339 SH   SOLE   8,339 0 0
DUPONT DE NEMOURS INC COM 26614N102 1,144 16,043 SH   SOLE   16,043 0 0
EASTGROUP PPTY INC COM 277276101 2,526 20,207 SH   SOLE   20,207 0 0
EATON CORP PLC SHS G29183103 14,645 176,132 SH   SOLE   176,132 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 9,152 175,058 SH   SOLE   175,058 0 0
ENCOMPASS HEALTH CORP COM 29261A100 5,175 81,778 SH   SOLE   81,778 0 0
EOG RES INC COM 26875P101 1,243 16,741 SH   SOLE   16,741 0 0
EXELON CORP COM 30161N101 26,088 540,014 SH   SOLE   540,014 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,546 13,238 SH   SOLE   13,238 0 0
EXXON MOBIL CORP COM 30231G102 11,866 168,043 SH   SOLE   168,043 0 0
FACEBOOK INC CL A 30303M102 36,723 206,218 SH   SOLE   206,218 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 31,323 235,940 SH   SOLE   235,940 0 0
FIRST BANCORP N C COM 318910106 2,094 58,338 SH   SOLE   58,338 0 0
FIRST MERCHANTS CORP COM 320817109 408 10,850 SH   SOLE   10,850 0 0
FISERV INC COM 337738108 325 3,134 SH   SOLE   3,134 0 0
FIVE9 INC COM 338307101 1,892 35,212 SH   SOLE   35,212 0 0
FOX FACTORY HLDG CORP COM 35138V102 1,747 28,069 SH   SOLE   28,069 0 0
GENERAL MLS INC COM 370334104 12,990 235,661 SH   SOLE   235,661 0 0
GLADSTONE INVT CORP COM 376546107 123 10,000 SH   SOLE   10,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 1,353 20,272 SH   SOLE   20,272 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 11,536 395,763 SH   SOLE   395,763 0 0
HARSCO CORP COM 415864107 1,840 97,060 SH   SOLE   97,060 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 249 16,384 SH   SOLE   16,384 0 0
HILL ROM HLDGS INC COM 431475102 27,066 257,207 SH   SOLE   257,207 0 0
HMS HLDGS CORP COM 40425J101 2,125 61,651 SH   SOLE   61,651 0 0
HOME DEPOT INC COM 437076102 34,377 148,166 SH   SOLE   148,166 0 0
HONEYWELL INTL INC COM 438516106 2,784 16,451 SH   SOLE   16,451 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 2,365 86,869 SH   SOLE   86,869 0 0
ILLINOIS TOOL WKS INC COM 452308109 243 1,553 SH   SOLE   1,553 0 0
INDEPENDENT BANK CORP MASS COM 453836108 2,032 27,227 SH   SOLE   27,227 0 0
INGERSOLL-RAND PLC SHS G47791101 2,656 21,560 SH   SOLE   21,560 0 0
INGEVITY CORP COM 45688C107 1,420 16,735 SH   SOLE   16,735 0 0
INSPERITY INC COM 45778Q107 15,600 158,181 SH   SOLE   158,181 0 0
INTEL CORP COM 458140100 33,315 646,520 SH   SOLE   646,520 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 371 688 SH   SOLE   688 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,014 18,634 SH   SOLE   18,634 0 0
INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW 46138E198 314 5,973 SH   SOLE   5,973 0 0
INVESCO EXCHNG TRADED FD TR INTL BUYBACK 46138E644 221 7,122 SH   SOLE   7,122 0 0
INVESCO EXCHNG TRADED FD TR S&P ULTRA DIVIDE 46138G656 351 9,324 SH   SOLE   9,324 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 556 2,943 SH   SOLE   2,943 0 0
IQVIA HLDGS INC COM 46266C105 7,165 47,962 SH   SOLE   47,962 0 0
ISHARES INC EM MKTS DIV ETF 464286319 236 6,306 SH   SOLE   6,306 0 0
ISHARES TR MRNGSTR LG-CP ET 464287127 372 2,215 SH   SOLE   2,215 0 0
ISHARES TR CORE S&P TTL STK 464287150 219 3,264 SH   SOLE   3,264 0 0
ISHARES TR EXPANDED TECH 464287515 205 969 SH   SOLE   969 0 0
ISHARES TR S&P MC 400GR ETF 464287606 718 3,209 SH   SOLE   3,209 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 360 2,071 SH   SOLE   2,071 0 0
ISHARES TR CORE S&P SCP ETF 464287804 679 8,727 SH   SOLE   8,727 0 0
ISHARES TR IBOXX HI YD ETF 464288513 360 4,135 SH   SOLE   4,135 0 0
ISHARES TR MSCI KLD400 SOC 464288570 227 2,050 SH   SOLE   2,050 0 0
ISHARES TR MBS ETF 464288588 909 8,394 SH   SOLE   8,394 0 0
ISHARES TR INTRM GOV CR ETF 464288612 1,356 11,981 SH   SOLE   11,981 0 0
ISHARES TR INTRM TR CRP ETF 464288638 454 7,831 SH   SOLE   7,831 0 0
ISHARES TR SH TR CRPORT ETF 464288646 722 13,449 SH   SOLE   13,449 0 0
ISHARES TR MSCI MIN VOL ETF 46429B697 1,167 18,203 SH   SOLE   18,203 0 0
ISHARES TR 0-5YR INVT GR CP 46434V100 706 13,800 SH   SOLE   13,800 0 0
JOHNSON & JOHNSON COM 478160104 2,910 22,495 SH   SOLE   22,495 0 0
JPMORGAN CHASE & CO COM 46625H100 34,281 291,278 SH   SOLE   291,278 0 0
KEYCORP NEW COM 493267108 1,320 74,002 SH   SOLE   74,002 0 0
KIMBERLY CLARK CORP COM 494368103 30,154 212,277 SH   SOLE   212,277 0 0
KLA CORPORATION COM NEW 482480100 2,715 17,030 SH   SOLE   17,030 0 0
LAM RESEARCH CORP COM 512807108 30,468 131,832 SH   SOLE   131,832 0 0
LAS VEGAS SANDS CORP COM 517834107 417 7,213 SH   SOLE   7,213 0 0
LAUDER ESTEE COS INC CL A 518439104 301 1,513 SH   SOLE   1,513 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 1,784 17,925 SH   SOLE   17,925 0 0
LOCKHEED MARTIN CORP COM 539830109 2,998 7,685 SH   SOLE   7,685 0 0
LOWES COS INC COM 548661107 1,120 10,187 SH   SOLE   10,187 0 0
MARATHON PETE CORP COM 56585A102 21,642 356,250 SH   SOLE   356,250 0 0
MARCUS CORP COM 566330106 1,711 46,219 SH   SOLE   46,219 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 10,908 105,277 SH   SOLE   105,277 0 0
MASTEC INC COM 576323109 2,312 35,600 SH   SOLE   35,600 0 0
MASTERCARD INC CL A 57636Q104 36,627 134,873 SH   SOLE   134,873 0 0
MATADOR RES CO COM 576485205 1,493 90,345 SH   SOLE   90,345 0 0
MCDONALDS CORP COM 580135101 6,281 29,252 SH   SOLE   29,252 0 0
MEDTRONIC PLC SHS G5960L103 4,662 42,916 SH   SOLE   42,916 0 0
MERCK & CO INC COM 58933Y105 25,775 306,186 SH   SOLE   306,186 0 0
METLIFE INC COM 59156R108 26,985 572,208 SH   SOLE   572,208 0 0
MICROSOFT CORP COM 594918104 45,902 330,156 SH   SOLE   330,156 0 0
MKS INSTRUMENT INC COM 55306N104 320 3,464 SH   SOLE   3,464 0 0
MONDELEZ INTL INC CL A 609207105 30,546 552,161 SH   SOLE   552,161 0 0
MOOG INC CL A 615394202 1,455 17,932 SH   SOLE   17,932 0 0
MORGAN STANLEY COM NEW 617446448 28,070 657,839 SH   SOLE   657,839 0 0
MSCI INC COM 55354G100 591 2,715 SH   SOLE   2,715 0 0
NASDAQ INC COM 631103108 1,421 14,308 SH   SOLE   14,308 0 0
NETFLIX INC COM 64110L106 232 867 SH   SOLE   867 0 0
NEXTERA ENERGY INC COM 65339F101 14,752 63,316 SH   SOLE   63,316 0 0
NORFOLK SOUTHERN CORP COM 655844108 30,939 172,211 SH   SOLE   172,211 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,688 4,503 SH   SOLE   4,503 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 3,168 7,949 SH   SOLE   7,949 0 0
ONEOK INC NEW COM 682680103 9,745 132,237 SH   SOLE   132,237 0 0
ORACLE CORP COM 68389X105 2,809 51,051 SH   SOLE   51,051 0 0
OUTFRONT MEDIA INC COM 69007J106 2,532 91,156 SH   SOLE   91,156 0 0
PACKAGING CORP AMER COM 695156109 12,286 115,799 SH   SOLE   115,799 0 0
PEPSICO INC COM 713448108 3,910 28,516 SH   SOLE   28,516 0 0
PERFICIENT INC COM 71375U101 2,233 57,877 SH   SOLE   57,877 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 1,896 41,199 SH   SOLE   41,199 0 0
PFIZER INC COM 717081103 1,990 55,383 SH   SOLE   55,383 0 0
PIONEER NAT RES CO COM 723787107 529 4,205 SH   SOLE   4,205 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,943 13,860 SH   SOLE   13,860 0 0
POLYONE CORP COM 73179P106 1,576 48,262 SH   SOLE   48,262 0 0
PRIMERICA INC COM 74164M108 2,298 18,062 SH   SOLE   18,062 0 0
PROCTER & GAMBLE CO COM 742718109 2,387 19,190 SH   SOLE   19,190 0 0
PROLOGIS INC COM 74340W103 13,772 161,607 SH   SOLE   161,607 0 0
PROPETRO HLDG CORP COM 74347M108 722 79,414 SH   SOLE   79,414 0 0
PRUDENTIAL FINL INC COM 744320102 1,254 13,943 SH   SOLE   13,943 0 0
QUINSTREET INC COM 74874Q100 1,380 109,581 SH   SOLE   109,581 0 0
RALPH LAUREN CORP CL A 751212101 692 7,247 SH   SOLE   7,247 0 0
RAPID7 INC COM 753422104 1,703 37,517 SH   SOLE   37,517 0 0
RAYTHEON CO COM NEW 755111507 16,308 83,126 SH   SOLE   83,126 0 0
REALPAGE INC COM 75606N109 2,117 33,675 SH   SOLE   33,675 0 0
REPLIGEN CORP COM 759916109 1,916 24,984 SH   SOLE   24,984 0 0
RESMED INC COM 761152107 3,076 22,770 SH   SOLE   22,770 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 20,681 190,903 SH   SOLE   190,903 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 570 9,678 SH   SOLE   9,678 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 2,160 81,952 SH   SOLE   81,952 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 1,725 84,518 SH   SOLE   84,518 0 0
S&P GLOBAL INC COM 78409V104 1,739 7,097 SH   SOLE   7,097 0 0
SALESFORCE COM INC COM 79466L302 5,864 39,502 SH   SOLE   39,502 0 0
SAREPTA THERAPEUTICS INC COM 803607100 237 3,146 SH   SOLE   3,146 0 0
SCHLUMBERGER LTD COM 806857108 10,074 294,823 SH   SOLE   294,823 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 204 2,538 SH   SOLE   2,538 0 0
SERVICENOW INC COM 81762P102 513 2,021 SH   SOLE   2,021 0 0
SKYWEST INC COM 830879102 1,949 33,955 SH   SOLE   33,955 0 0
SMUCKER J M CO COM NEW 832696405 392 3,563 SH   SOLE   3,563 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 2,357 25,895 SH   SOLE   25,895 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 575 1,939 SH   SOLE   1,939 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1,100 3,122 SH   SOLE   3,122 0 0
SPLUNK INC COM 848637104 443 3,760 SH   SOLE   3,760 0 0
SQUARE INC CL A 852234103 2,940 47,457 SH   SOLE   47,457 0 0
STAG INDL INC COM 85254J102 2,471 83,826 SH   SOLE   83,826 0 0
STARBUCKS CORP COM 855244109 340 3,850 SH   SOLE   3,850 0 0
STARWOOD PPTY TR INC COM 85571B105 29,630 1,223,358 SH   SOLE   1,223,358 0 0
STEEL DYNAMICS INC COM 858119100 11,602 389,341 SH   SOLE   389,341 0 0
STRYKER CORP COM 863667101 17,427 80,567 SH   SOLE   80,567 0 0
SYNNEX CORP COM 87162W100 2,375 21,038 SH   SOLE   21,038 0 0
SYSCO CORP COM 871829107 30,274 381,286 SH   SOLE   381,286 0 0
T MOBILE US INC COM 872590104 33,043 419,491 SH   SOLE   419,491 0 0
TABULA RASA HEALTHCARE INC COM 873379101 1,703 30,992 SH   SOLE   30,992 0 0
TARGET CORP COM 87612E106 285 2,665 SH   SOLE   2,665 0 0
TE CONNECTIVITY LTD REG SHS H84989104 319 3,421 SH   SOLE   3,421 0 0
TEXAS INSTRS INC COM 882508104 592 4,582 SH   SOLE   4,582 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 210 5,028 SH   SOLE   5,028 0 0
THE TRADE DESK INC COM CL A 88339J105 497 2,650 SH   SOLE   2,650 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 29,118 99,970 SH   SOLE   99,970 0 0
TRACTOR SUPPLY CO COM 892356106 11,954 132,176 SH   SOLE   132,176 0 0
TRINET GROUP INC COM 896288107 1,886 30,328 SH   SOLE   30,328 0 0
TYSON FOODS INC CL A 902494103 1,418 16,463 SH   SOLE   16,463 0 0
UNION PACIFIC CORP COM 907818108 1,649 10,182 SH   SOLE   10,182 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,241 79,057 SH   SOLE   79,057 0 0
UNITED PARCEL SERVICE INC CL B 911312106 219 1,829 SH   SOLE   1,829 0 0
UNITEDHEALTH GROUP INC COM 91324P102 27,656 127,260 SH   SOLE   127,260 0 0
UPLAND SOFTWARE INC COM 91544A109 1,452 41,659 SH   SOLE   41,659 0 0
US BANCORP DEL COM NEW 902973304 1,034 18,680 SH   SOLE   18,680 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,017 11,935 SH   SOLE   11,935 0 0
VANECK VECTORS ETF TR VIETNAM ETF 92189F817 256 15,683 SH   SOLE   15,683 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,803 6,615 SH   SOLE   6,615 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 1,102 6,577 SH   SOLE   6,577 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 298 1,975 SH   SOLE   1,975 0 0
VANGUARD STAR FD VG TL INTL STK F 921909768 379 7,329 SH   SOLE   7,329 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,412 39,958 SH   SOLE   39,958 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,416 14,259 SH   SOLE   14,259 0 0
VISA INC COM CL A 92826C839 37,294 216,812 SH   SOLE   216,812 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 978 17,674 SH   SOLE   17,674 0 0
WALMART INC COM 931142103 18,200 153,350 SH   SOLE   153,350 0 0
WASTE MGMT INC DEL COM 94106L109 30,628 266,331 SH   SOLE   266,331 0 0
WEC ENERGY GROUP INC COM 92939U106 2,162 22,738 SH   SOLE   22,738 0 0
WELLS FARGO CO NEW COM 949746101 337 6,680 SH   SOLE   6,680 0 0
WESTERN ALLIANCE BANCORP COM 957638109 2,978 64,622 SH   SOLE   64,622 0 0
WINTRUST FINL CORP COM 97650W108 14,332 221,756 SH   SOLE   221,756 0 0
WORKDAY INC CL A 98138H101 807 4,746 SH   SOLE   4,746 0 0
XCEL ENERGY INC COM 98389B100 279 4,297 SH   SOLE   4,297 0 0
YETI HLDGS INC COM 98585X104 1,867 66,680 SH   SOLE   66,680 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 15,293 74,107 SH   SOLE   74,107 0 0
ZENDESK INC COM 98936J101 399 5,481 SH   SOLE   5,481 0 0
ZOETIS INC CL A 98978V103 5,941 47,685 SH   SOLE   47,685 0 0