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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aaron's Inc COM 002535300 1,293 21,060 SH   SOLE   21,060 0 0
Apple Inc COM 037833100 1,388 7,012 SH   SOLE   7,012 0 0
AbbVie Inc COM 00287Y109 739 10,157 SH   SOLE   10,157 0 0
Abbott Laboratories COM 002824100 1,249 14,847 SH   SOLE   14,847 0 0
Arch Capital Group Ltd COM G0450A105 1,250 33,711 SH   SOLE   33,711 0 0
Accenture PLC COM G1151C101 1,369 7,410 SH   SOLE   7,410 0 0
Assured Guaranty Ltd COM G0585R106 1,250 29,703 SH   SOLE   29,703 0 0
Align Technology Inc COM 016255101 1,029 3,761 SH   SOLE   3,761 0 0
TD Ameritrade Holding Corp COM 87236Y108 1,016 20,352 SH   SOLE   20,352 0 0
Amazon.com Inc COM 023135106 1,191 629 SH   SOLE   629 0 0
ANSYS Inc COM 03662Q105 1,386 6,765 SH   SOLE   6,765 0 0
Aon PLC COM G0408V102 1,299 6,731 SH   SOLE   6,731 0 0
Aspen Technology Inc COM 045327103 1,597 12,849 SH   SOLE   12,849 0 0
Boeing Co/The COM 097023105 1,441 3,960 SH   SOLE   3,960 0 0
Biogen Inc COM 09062X103 818 3,499 SH   SOLE   3,499 0 0
Booking Holdings Inc COM 09857L108 1,136 606 SH   SOLE   606 0 0
Broadridge Financial Solutions Inc COM 11133T103 1,618 12,676 SH   SOLE   12,676 0 0
Cadence Design Systems Inc COM 127387108 1,439 20,325 SH   SOLE   20,325 0 0
Chemed Corp COM 16359R103 1,541 4,271 SH   SOLE   4,271 0 0
Colgate-Palmolive Co COM 194162103 1,167 16,276 SH   SOLE   16,276 0 0
Clorox Co/The COM 189054109 1,301 8,497 SH   SOLE   8,497 0 0
ConocoPhillips COM 20825C104 1,263 20,704 SH   SOLE   20,704 0 0
Costco Wholesale Corp COM 22160K105 1,536 5,814 SH   SOLE   5,814 0 0
Cisco Systems Inc COM 17275R102 1,170 21,376 SH   SOLE   21,376 0 0
CSX Corp COM 126408103 1,183 15,291 SH   SOLE   15,291 0 0
Chevron Corp COM 166764100 1,185 9,519 SH   SOLE   9,519 0 0
Dominion Energy Inc COM 25746U109 1,088 14,071 SH   SOLE   14,071 0 0
Deckers Outdoor Corp COM 243537107 1,836 10,431 SH   SOLE   10,431 0 0
DR Horton Inc COM 23331A109 1,184 27,453 SH   SOLE   27,453 0 0
Walt Disney Co/The COM 254687106 1,244 8,908 SH   SOLE   8,908 0 0
Domino's Pizza Inc COM 25754A201 1,321 4,746 SH   SOLE   4,746 0 0
Darden Restaurants Inc COM 237194105 1,218 10,002 SH   SOLE   10,002 0 0
Estee Lauder Cos Inc/The COM 518439104 1,425 7,784 SH   SOLE   7,784 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,223 36,186 SH   SOLE   36,186 0 0
Emerson Electric Co COM 291011104 1,113 16,680 SH   SOLE   16,680 0 0
Evercore Inc COM 29977A105 1,092 12,325 SH   SOLE   12,325 0 0
Expeditors International of Washington Inc COM 302130109 1,210 15,949 SH   SOLE   15,949 0 0
Facebook Inc COM 30303M102 1,233 6,389 SH   SOLE   6,389 0 0
First Citizens BancShares Inc/NC COM 31946M103 1,128 2,505 SH   SOLE   2,505 0 0
FLIR Systems Inc COM 302445101 1,289 23,834 SH   SOLE   23,834 0 0
Fortinet Inc COM 34959E109 1,105 14,377 SH   SOLE   14,377 0 0
Gentex Corp COM 371901109 1,194 48,498 SH   SOLE   48,498 0 0
Global Payments Inc COM 37940X102 1,329 8,298 SH   SOLE   8,298 0 0
Home Depot Inc/The COM 437076102 1,320 6,347 SH   SOLE   6,347 0 0
Hilton Worldwide Holdings Inc COM 43300A203 1,290 13,195 SH   SOLE   13,195 0 0
HP Inc COM 40434L105 1,110 53,369 SH   SOLE   53,369 0 0
IDEXX Laboratories Inc COM 45168D104 1,337 4,855 SH   SOLE   4,855 0 0
Illumina Inc COM 452327109 1,844 5,008 SH   SOLE   5,008 0 0
Jack Henry & Associates Inc COM 426281101 1,256 9,382 SH   SOLE   9,382 0 0
Johnson & Johnson COM 478160104 1,090 7,823 SH   SOLE   7,823 0 0
JPMorgan Chase & Co COM 46625H100 1,092 9,771 SH   SOLE   9,771 0 0
KeyCorp COM 493267108 1,176 66,269 SH   SOLE   66,269 0 0
Leidos Holdings Inc COM 525327102 1,372 17,183 SH   SOLE   17,183 0 0
Eli Lilly & Co COM 532457108 1,039 9,377 SH   SOLE   9,377 0 0
LPL Financial Holdings Inc COM 50212V100 1,359 16,661 SH   SOLE   16,661 0 0
Louisiana-Pacific Corp COM 546347105 1,023 39,023 SH   SOLE   39,023 0 0
Lululemon Athletica Inc COM 550021109 1,379 7,652 SH   SOLE   7,652 0 0
Southwest Airlines Co COM 844741108 1,158 22,800 SH   SOLE   22,800 0 0
Moody's Corp COM 615369105 1,443 7,389 SH   SOLE   7,389 0 0
Medtronic PLC COM G5960L103 1,281 13,150 SH   SOLE   13,150 0 0
MarketAxess Holdings Inc COM 57060D108 1,313 4,086 SH   SOLE   4,086 0 0
Monster Beverage Corp COM 61174X109 1,221 19,128 SH   SOLE   19,128 0 0
Morningstar Inc COM 617700109 1,510 10,439 SH   SOLE   10,439 0 0
Merck & Co Inc COM 58933Y105 1,198 14,293 SH   SOLE   14,293 0 0
MSCI Inc COM 55354G100 1,700 7,119 SH   SOLE   7,119 0 0
Microsoft Corp COM 594918104 1,610 12,017 SH   SOLE   12,017 0 0
Match Group Inc COM 57665R106 1,557 23,144 SH   SOLE   23,144 0 0
MGIC Investment Corp COM 552848103 1,286 97,906 SH   SOLE   97,906 0 0
Maxim Integrated Products Inc COM 57772K101 1,192 19,922 SH   SOLE   19,922 0 0
NIKE Inc COM 654106103 1,282 15,267 SH   SOLE   15,267 0 0
NRG Energy Inc COM 629377508 920 26,184 SH   SOLE   26,184 0 0
Norfolk Southern Corp COM 655844108 1,182 5,928 SH   SOLE   5,928 0 0
Insperity Inc COM 45778Q107 1,231 10,081 SH   SOLE   10,081 0 0
NVIDIA Corp COM 67066G104 952 5,798 SH   SOLE   5,798 0 0
Progressive Corp/The COM 743315103 1,331 16,652 SH   SOLE   16,652 0 0
PulteGroup Inc COM 745867101 1,159 36,656 SH   SOLE   36,656 0 0
Public Storage COM 74460D109 1,212 5,089 SH   SOLE   5,089 0 0
Rockwell Automation Inc COM 773903109 906 5,532 SH   SOLE   5,532 0 0
Rayonier Inc COM 754907103 931 30,724 SH   SOLE   30,724 0 0
Boston Beer Co Inc/The COM 100557107 1,446 3,827 SH   SOLE   3,827 0 0
Starbucks Corp COM 855244109 1,350 16,102 SH   SOLE   16,102 0 0
Steven Madden Ltd COM 556269108 1,187 34,968 SH   SOLE   34,968 0 0
Sysco Corp COM 871829107 1,176 16,625 SH   SOLE   16,625 0 0
TJX Cos Inc/The COM 872540109 1,192 22,545 SH   SOLE   22,545 0 0
Tractor Supply Co COM 892356106 1,309 12,034 SH   SOLE   12,034 0 0
Take-Two Interactive Software Inc COM 874054109 1,283 11,304 SH   SOLE   11,304 0 0
Twitter Inc COM 90184L102 1,125 32,236 SH   SOLE   32,236 0 0
Texas Instruments Inc COM 882508104 1,244 10,839 SH   SOLE   10,839 0 0
Ulta Beauty Inc COM 90384S303 1,616 4,659 SH   SOLE   4,659 0 0
Visa Inc COM 92826C839 1,627 9,374 SH   SOLE   9,374 0 0
VeriSign Inc COM 92343E102 1,612 7,706 SH   SOLE   7,706 0 0
Verizon Communications Inc COM 92343V104 1,121 19,623 SH   SOLE   19,623 0 0
Walmart Inc COM 931142103 1,253 11,340 SH   SOLE   11,340 0 0
World Wrestling Entertainment Inc COM 98156Q108 972 13,463 SH   SOLE   13,463 0 0
Yum China Holdings Inc COM 98850P109 1,308 28,308 SH   SOLE   28,308 0 0
Zoetis Inc COM 98978V103 1,752 15,440 SH   SOLE   15,440 0 0