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
Aaron''''s Inc COM 002535300 1,357 21,112 SH   SOLE   21,112 0 0
APPLE INC COM COM 037833100 1,574 7,028 SH   SOLE   7,028 0 0
AbbVie Inc COM 00287Y109 1,245 16,444 SH   SOLE   16,444 0 0
Abbott Laboratories COM 002824100 1,245 14,881 SH   SOLE   14,881 0 0
Arch Capital Group Ltd COM G0450A105 1,419 33,790 SH   SOLE   33,790 0 0
Accenture PLC COM G1151C101 1,429 7,428 SH   SOLE   7,428 0 0
Assured Guaranty Ltd COM G0585R106 1,324 29,775 SH   SOLE   29,775 0 0
Align Technology Inc COM 016255101 682 3,769 SH   SOLE   3,769 0 0
TD Ameritrade Holding Corp COM 87236Y108 953 20,400 SH   SOLE   20,400 0 0
Amazon.com Inc COM 023135106 1,094 630 SH   SOLE   630 0 0
ANSYS Inc COM 03662Q105 1,501 6,782 SH   SOLE   6,782 0 0
Aon PLC COM G0408V102 1,306 6,747 SH   SOLE   6,747 0 0
Booking Holdings Inc COM 09857L108 1,191 607 SH   SOLE   607 0 0
Broadridge Financial Solutions Inc COM 11133T103 1,214 9,758 SH   SOLE   9,758 0 0
Cadence Design Systems Inc COM 127387108 1,346 20,373 SH   SOLE   20,373 0 0
Chemed Corp COM 16359R103 1,232 2,951 SH   SOLE   2,951 0 0
Colgate-Palmolive Co COM 194162103 1,199 16,314 SH   SOLE   16,314 0 0
Clorox Co/The COM 189054109 1,293 8,517 SH   SOLE   8,517 0 0
ConocoPhillips COM 20825C104 1,183 20,754 SH   SOLE   20,754 0 0
Costco Wholesale Corp COM 22160K105 1,679 5,828 SH   SOLE   5,828 0 0
Cisco Systems Inc COM 17275R102 1,059 21,426 SH   SOLE   21,426 0 0
Chevron Corp COM 166764100 1,132 9,542 SH   SOLE   9,542 0 0
Deckers Outdoor Corp COM 243537107 1,253 8,501 SH   SOLE   8,501 0 0
DR Horton Inc COM 23331A109 1,451 27,520 SH   SOLE   27,520 0 0
Walt Disney Co/The COM 254687106 1,164 8,929 SH   SOLE   8,929 0 0
Domino''''s Pizza Inc COM 25754A201 1,162 4,752 SH   SOLE   4,752 0 0
Estee Lauder Cos Inc/The COM 518439104 1,552 7,803 SH   SOLE   7,803 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 964 36,239 SH   SOLE   36,239 0 0
Emerson Electric Co COM 291011104 1,118 16,720 SH   SOLE   16,720 0 0
Evercore Inc COM 29977A105 989 12,353 SH   SOLE   12,353 0 0
Facebook Inc COM 30303M102 1,140 6,404 SH   SOLE   6,404 0 0
First Citizens BancShares Inc/NC COM 31946M103 1,184 2,511 SH   SOLE   2,511 0 0
First Horizon National Corp COM 320517105 1,218 75,170 SH   SOLE   75,170 0 0
FLIR Systems Inc COM 302445101 1,257 23,897 SH   SOLE   23,897 0 0
Fortinet Inc COM 34959E109 1,106 14,408 SH   SOLE   14,408 0 0
Gentex Corp COM 371901109 1,339 48,616 SH   SOLE   48,616 0 0
Alphabet Inc COM 02079K305 1,243 1,018 SH   SOLE   1,018 0 0
Global Payments Inc COM 37940X102 1,322 8,317 SH   SOLE   8,317 0 0
Home Depot Inc/The COM 437076102 1,476 6,363 SH   SOLE   6,363 0 0
Hilton Worldwide Holdings Inc COM 43300A203 1,231 13,225 SH   SOLE   13,225 0 0
HP Inc COM 40434L105 1,012 53,499 SH   SOLE   53,499 0 0
Hilltop Holdings Inc COM 432748101 1,204 50,400 SH   SOLE   50,400 0 0
IDEXX Laboratories Inc COM 45168D104 1,323 4,866 SH   SOLE   4,866 0 0
Illumina Inc COM 452327109 1,527 5,020 SH   SOLE   5,020 0 0
JetBlue Airways Corp COM 477143101 1,081 64,550 SH   SOLE   64,550 0 0
Jack Henry & Associates Inc COM 426281101 1,372 9,402 SH   SOLE   9,402 0 0
JPMorgan Chase & Co COM 46625H100 1,153 9,797 SH   SOLE   9,797 0 0
KeyCorp COM 493267108 1,185 66,425 SH   SOLE   66,425 0 0
Keysight Technologies Inc COM 49338L103 1,225 12,600 SH   SOLE   12,600 0 0
Leidos Holdings Inc COM 525327102 1,479 17,225 SH   SOLE   17,225 0 0
Lockheed Martin Corp COM 539830109 1,257 3,222 SH   SOLE   3,222 0 0
LPL Financial Holdings Inc COM 50212V100 1,368 16,702 SH   SOLE   16,702 0 0
Lululemon Athletica Inc COM 550021109 1,477 7,670 SH   SOLE   7,670 0 0
Southwest Airlines Co COM 844741108 1,234 22,854 SH   SOLE   22,854 0 0
Mastercard Inc COM 57636Q104 1,229 4,525 SH   SOLE   4,525 0 0
Moody''''s Corp COM 615369105 1,517 7,408 SH   SOLE   7,408 0 0
Medtronic PLC COM G5960L103 1,432 13,181 SH   SOLE   13,181 0 0
MarketAxess Holdings Inc COM 57060D108 1,341 4,096 SH   SOLE   4,096 0 0
Monster Beverage Corp COM 61174X109 1,113 19,175 SH   SOLE   19,175 0 0
Morningstar Inc COM 617700109 1,217 8,328 SH   SOLE   8,328 0 0
Merck & Co Inc COM 58933Y105 1,206 14,326 SH   SOLE   14,326 0 0
MSCI Inc COM 55354G100 1,554 7,138 SH   SOLE   7,138 0 0
Microsoft Corp COM 594918104 1,675 12,047 SH   SOLE   12,047 0 0
Match Group Inc COM 57665R106 1,209 16,925 SH   SOLE   16,925 0 0
MGIC Investment Corp COM 552848103 1,235 98,145 SH   SOLE   98,145 0 0
Maxim Integrated Products Inc COM 57772K101 1,157 19,971 SH   SOLE   19,971 0 0
NICE LTD COM 653656108 1,173 8,160 SH   SOLE   8,160 0 0
NIKE Inc COM 654106103 1,437 15,302 SH   SOLE   15,302 0 0
NRG Energy Inc COM 629377508 1,039 26,247 SH   SOLE   26,247 0 0
Insperity Inc COM 45778Q107 996 10,103 SH   SOLE   10,103 0 0
NVIDIA Corp COM 67066G104 1,219 7,002 SH   SOLE   7,002 0 0
Old Dominion Freight Line Inc COM 679580100 1,210 7,120 SH   SOLE   7,120 0 0
Progressive Corp/The COM 743315103 1,290 16,693 SH   SOLE   16,693 0 0
PulteGroup Inc COM 745867101 1,343 36,744 SH   SOLE   36,744 0 0
Pool Corp COM 73278L105 1,313 6,510 SH   SOLE   6,510 0 0
Public Storage COM 74460D109 1,251 5,101 SH   SOLE   5,101 0 0
Rockwell Automation Inc COM 773903109 914 5,546 SH   SOLE   5,546 0 0
Boston Beer Co Inc/The COM 100557107 1,397 3,836 SH   SOLE   3,836 0 0
Starbucks Corp COM 855244109 1,427 16,139 SH   SOLE   16,139 0 0
SEI Investments Co COM 784117103 1,239 20,915 SH   SOLE   20,915 0 0
Steven Madden Ltd COM 556269108 1,255 35,055 SH   SOLE   35,055 0 0
Sysco Corp COM 871829107 1,323 16,664 SH   SOLE   16,664 0 0
AT&T Inc COM 00206R102 1,244 32,870 SH   SOLE   32,870 0 0
TJX Cos Inc/The COM 872540109 1,260 22,598 SH   SOLE   22,598 0 0
Trex Co Inc COM 89531P105 1,273 14,000 SH   SOLE   14,000 0 0
Take-Two Interactive Software Inc COM 874054109 1,420 11,330 SH   SOLE   11,330 0 0
Twitter Inc COM 90184L102 1,331 32,312 SH   SOLE   32,312 0 0
Texas Instruments Inc COM 882508104 1,404 10,864 SH   SOLE   10,864 0 0
Ulta Beauty Inc COM 90384S303 1,171 4,670 SH   SOLE   4,670 0 0
Visa Inc COM 92826C839 1,616 9,397 SH   SOLE   9,397 0 0
VeriSign Inc COM 92343E102 1,217 6,454 SH   SOLE   6,454 0 0
Verizon Communications Inc COM 92343V104 1,187 19,670 SH   SOLE   19,670 0 0
Walmart Inc COM 931142103 1,349 11,369 SH   SOLE   11,369 0 0
Yum China Holdings Inc COM 98850P109 1,289 28,374 SH   SOLE   28,374 0 0
Zoetis Inc COM 98978V103 1,929 15,480 SH   SOLE   15,480 0 0