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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADVANCED MICRO DEVICES INCCOM00790310712,958125,927SH SOLE 00125,927
AMERICAN INTL GROUP INCCOM NEW02687478427,389498,984SH SOLE 00498,984
ARCH CAP GROUP LTDORDG0450A10513,100343,110SH SOLE 00343,110
BRISTOL-MYERS SQUIBB COCOM11012210812,861217,352SH SOLE 00217,352
CHUBB LIMITEDCOMH1467J10413,76079,317SH SOLE 0079,317
CITIGROUP INCCOM NEW17296742420,276288,907SH SOLE 00288,907
CVS HEALTH CORPCOM12665010016,442193,751SH SOLE 00193,751
CYBERARK SOFTWARE LTDSHSM2682V10813,14783,302SH SOLE 0083,302
DEVON ENERGY CORP NEWCOM25179M10325,993732,002SH SOLE 00732,002
DISCOVER FINL SVCSCOM25470910813,345108,628SH SOLE 00108,628
DUKE ENERGY CORP NEWCOM NEW26441C2041,47115,072SH SOLE 0015,072
ECOARK HLDGS INCCOM NEW27888N30714,9922,855,617SH SOLE 002,855,617
F5 NETWORKS INCCOM3156161029,24746,520SH SOLE 0046,520
FRESHWORKS INCCLASS A COM3580541046,767158,513SH SOLE 00158,513
FULGENT GENETICS INCCOM35966410917,413193,583SH SOLE 00193,583
GENERAL MLS INCCOM3703341042,87047,985SH SOLE 0047,985
GLAXOSMITHKLINE PLCSPONSORED ADR37733W10587322,840SH SOLE 0022,840
HEALTH CATALYST INCCOM42225T10710,760215,154SH SOLE 00215,154
IRON MTN INC NEWCOM46284V1012,59859,790SH SOLE 0059,790
J P MORGAN EXCHANGE-TRADED FULTRA SHRT INC46641Q8372,56250,509SH SOLE 0050,509
MASTERCARD INCORPORATEDCL A57636Q10411,71933,707SH SOLE 0033,707
NATIONAL HEALTH INVS INCCOM63633D1042,40544,952SH SOLE 0044,952
PETIQ INCCOM CL A71639T1067,879315,551SH SOLE 00315,551
RENAISSANCERE HLDGS LTDCOMG7496G10315,079108,170SH SOLE 00108,170
SOUTHERN COCOM8425871071,86030,009SH SOLE 0030,009
VENTAS INCCOM92276F10010,035181,762SH SOLE 00181,762
VERIZON COMMUNICATIONS INCCOM92343V1045,537102,527SH SOLE 00102,527
VISA INCCOM CL A92826C83912,31955,302SH SOLE 0055,302
VMWARE INCCL A COM92856340211,71678,791SH SOLE 0078,791