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
APPLE INC COM 037833100 1,990 6,869 SH   SOLE   6,869 0 0
ABBVIE INC COM 00287Y109 1,433 16,072 SH   SOLE   16,072 0 0
ABBOTT LABS COM 002824100 1,271 14,545 SH   SOLE   14,545 0 0
ARCH CAP GROUP LTD COM G0450A105 1,405 33,024 SH   SOLE   33,024 0 0
ACCENTURE PLC IRELAND COM G1151C101 1,540 7,260 SH   SOLE   7,260 0 0
ASSURED GUARANTY LTD COM G0585R106 1,425 29,100 SH   SOLE   29,100 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,023 3,685 SH   SOLE   3,685 0 0
AMAZON COM INC COM 023135106 1,155 618 SH   SOLE   618 0 0
ANSYS INC COM 03662Q105 1,714 6,629 SH   SOLE   6,629 0 0
AON PLC COM G0408V102 1,368 6,594 SH   SOLE   6,594 0 0
BRINKS CO COM 109696104 1,256 13,790 SH   SOLE   13,790 0 0
BOOKING HLDGS INC COM 09857L108 1,233 595 SH   SOLE   595 0 0
BROADRIDGE FINL SOLUTIONS INC COM COM 11133T103 1,175 9,539 SH   SOLE   9,539 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,399 19,911 SH   SOLE   19,911 0 0
CHEMED CORP NEW COM 16359R103 1,265 2,885 SH   SOLE   2,885 0 0
COLGATE PALMOLIVE CO COM 194162103 1,103 15,945 SH   SOLE   15,945 0 0
CONOCOPHILLIPS COM 20825C104 1,317 20,283 SH   SOLE   20,283 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,292 4,396 SH   SOLE   4,396 0 0
CHEVRON CORP NEW COM 166764100 1,121 9,326 SH   SOLE   9,326 0 0
DECKERS OUTDOOR CORP COM 243537107 1,391 8,309 SH   SOLE   8,309 0 0
D R HORTON INC COM 23331A109 1,423 26,896 SH   SOLE   26,896 0 0
DISNEY WALT CO COM 254687106 1,272 8,728 SH   SOLE   8,728 0 0
DOMINOS PIZZA INC COM 25754A201 1,357 4,644 SH   SOLE   4,644 0 0
LAUDER ESTEE COS INC COM 518439104 1,294 6,226 SH   SOLE   6,226 0 0
EMERSON ELEC CO COM 291011104 1,250 16,342 SH   SOLE   16,342 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,200 5,119 SH   SOLE   5,119 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,257 16,226 SH   SOLE   16,226 0 0
FACEBOOK INC COM 30303M102 1,302 6,260 SH   SOLE   6,260 0 0
FIRST CTZNS BANCSHARES INC N C CL A COM 31946M103 1,301 2,454 SH   SOLE   2,454 0 0
FIRST HAWAIIAN INC COM 32051X108 1,239 42,913 SH   SOLE   42,913 0 0
FIRST HORIZON NATL CORP COM 320517105 1,212 73,463 SH   SOLE   73,463 0 0
FLIR SYS INC COM 302445101 1,217 23,354 SH   SOLE   23,354 0 0
FORTINET INC COM 34959E109 1,265 11,781 SH   SOLE   11,781 0 0
GENTEX CORP COM 371901109 1,377 47,512 SH   SOLE   47,512 0 0
ALPHABET INC COM 02079K305 1,350 997 SH   SOLE   997 0 0
GLOBAL PMTS INC COM 37940X102 1,486 8,128 SH   SOLE   8,128 0 0
HOME DEPOT INC COM 437076102 1,367 6,219 SH   SOLE   6,219 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,452 12,925 SH   SOLE   12,925 0 0
HP INC COM 40434L105 1,073 52,284 SH   SOLE   52,284 0 0
HILLTOP HOLDINGS INC COM 432748101 1,213 49,257 SH   SOLE   49,257 0 0
HUMANA INC COM 444859102 1,429 3,858 SH   SOLE   3,858 0 0
IDEXX LABS INC COM 45168D104 1,256 4,758 SH   SOLE   4,758 0 0
ILLUMINA INC COM 452327109 1,630 4,906 SH   SOLE   4,906 0 0
JETBLUE AWYS CORP COM 477143101 1,191 63,083 SH   SOLE   63,083 0 0
HENRY JACK & ASSOC INC COM 426281101 1,347 9,189 SH   SOLE   9,189 0 0
JPMORGAN CHASE & CO. COM 46625H100 1,332 9,575 SH   SOLE   9,575 0 0
KEYCORP NEW COM 493267108 1,316 64,916 SH   SOLE   64,916 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,271 12,315 SH   SOLE   12,315 0 0
LEIDOS HLDGS INC COM 525327102 1,653 16,835 SH   SOLE   16,835 0 0
LOCKHEED MARTIN CORP COM 539830109 1,239 3,150 SH   SOLE   3,150 0 0
LPL FINL HLDGS INC COM 50212V100 1,511 16,324 SH   SOLE   16,324 0 0
LULULEMON ATHLETICA INC COM 550021109 1,724 7,496 SH   SOLE   7,496 0 0
SOUTHWEST AIRLS CO COM 844741108 1,213 22,335 SH   SOLE   22,335 0 0
MASTERCARD INC COM 57636Q104 1,330 4,423 SH   SOLE   4,423 0 0
MOODYS CORP COM 615369105 1,732 7,240 SH   SOLE   7,240 0 0
MEDTRONIC PLC COM G5960L103 1,460 12,884 SH   SOLE   12,884 0 0
MARKETAXESS HLDGS INC COM 57060D108 1,501 4,003 SH   SOLE   4,003 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,191 18,740 SH   SOLE   18,740 0 0
MORNINGSTAR INC COM 617700109 1,237 8,139 SH   SOLE   8,139 0 0
MERCK & CO INC COM 58933Y105 1,281 14,002 SH   SOLE   14,002 0 0
MSCI INC COM 55354G100 1,813 6,976 SH   SOLE   6,976 0 0
MICROSOFT CORP COM 594918104 1,871 11,774 SH   SOLE   11,774 0 0
MATCH GROUP INC COM 57665R106 1,389 16,541 SH   SOLE   16,541 0 0
MGIC INVT CORP WIS COM 552848103 1,356 95,916 SH   SOLE   95,916 0 0
MASTEC INC COM 576323109 1,089 17,095 SH   SOLE   17,095 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 1,201 19,518 SH   SOLE   19,518 0 0
NICE LTD COM 653656108 1,247 7,977 SH   SOLE   7,977 0 0
NIKE INC COM 654106103 1,519 14,957 SH   SOLE   14,957 0 0
NRG ENERGY INC COM 629377508 1,006 25,653 SH   SOLE   25,653 0 0
NVIDIA CORP COM 67066G104 1,620 6,843 SH   SOLE   6,843 0 0
OLD DOMINION FREIGHT LINE INC COM COM 679580100 1,315 6,961 SH   SOLE   6,961 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,177 16,315 SH   SOLE   16,315 0 0
POOL CORPORATION COM 73278L105 1,357 6,363 SH   SOLE   6,363 0 0
QUALYS INC COM 74758T303 1,272 15,039 SH   SOLE   15,039 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,296 6,388 SH   SOLE   6,388 0 0
SANDERSON FARMS INC COM 800013104 1,322 7,548 SH   SOLE   7,548 0 0
BOSTON BEER INC COM 100557107 1,419 3,749 SH   SOLE   3,749 0 0
STARBUCKS CORP COM 855244109 1,390 15,773 SH   SOLE   15,773 0 0
SEI INVESTMENTS CO COM 784117103 1,345 20,441 SH   SOLE   20,441 0 0
MADDEN STEVEN LTD COM 556269108 1,217 28,550 SH   SOLE   28,550 0 0
AT&T INC COM 00206R102 1,260 32,123 SH   SOLE   32,123 0 0
TERADYNE INC COM 880770102 1,303 18,859 SH   SOLE   18,859 0 0
TJX COS INC NEW COM 872540109 1,343 22,085 SH   SOLE   22,085 0 0
TREX CO INC COM 89531P105 1,237 13,682 SH   SOLE   13,682 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM COM 874054109 1,378 11,075 SH   SOLE   11,075 0 0
TEXAS INSTRS INC COM 882508104 1,365 10,618 SH   SOLE   10,618 0 0
ULTA BEAUTY INC COM 90384S303 1,155 4,565 SH   SOLE   4,565 0 0
VISA INC COM 92826C839 1,739 9,184 SH   SOLE   9,184 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,254 13,460 SH   SOLE   13,460 0 0
VERISIGN INC COM 92343E102 1,224 6,310 SH   SOLE   6,310 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,182 19,223 SH   SOLE   19,223 0 0
WALMART INC COM 931142103 1,328 11,111 SH   SOLE   11,111 0 0
YUM CHINA HLDGS INC COM 98850P109 1,349 27,732 SH   SOLE   27,732 0 0
ZOETIS INC COM 98978V103 1,549 11,629 SH   SOLE   11,629 0 0