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 LABORATORIES COM 002824100 6,036 71,774 SH   SOLE   71,774 0 0
AIR PRODUCTS AND CHEMICALS INC COM 009158106 2,747 12,136 SH   SOLE   12,136 0 0
ALPHABET INC CLASS A CAP STK CL A 02079K305 7,056 6,516 SH   SOLE   6,516 0 0
AMAZON.COM INC COM 023135106 8,357 4,413 SH   SOLE   4,413 0 0
AMERICAN WATER WORKS COM 030420103 919 7,925 SH   SOLE   7,925 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 359 2,169 SH   SOLE   2,169 0 0
BARRICK GOLD CORPORATION COM 067901108 698 44,290 SH   SOLE   44,290 0 0
BECTON DICKINSON & COMPANY COM 075887109 395 1,567 SH   SOLE   1,567 0 0
BOEING CO COM COM 097023105 5,424 14,900 SH   SOLE   14,900 0 0
BURLINGTON STORES INC COM 122017106 2,865 16,836 SH   SOLE   16,836 0 0
CAMECO CORPORATION COM 13321L108 261 24,365 SH   SOLE   24,365 0 0
CHENIERE ENERGY INC COM NEW 16411R208 288 4,212 SH   SOLE   4,212 0 0
CHEVRON CORPORATION COM 166764100 249 2,000 SH   SOLE   2,000 0 0
CMS ENERGY CORP COM COM 125896100 1,873 32,335 SH   SOLE   32,335 0 0
COMMUNITY HEALTHCARE TRUST INC COM 20369C106 2,094 53,142 SH   SOLE   53,142 0 0
CROWN CASTLE INTERNATIONAL COR COM 22822V101 6,284 48,206 SH   SOLE   48,206 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,698 24,755 SH   SOLE   24,755 0 0
DOLLAR GENERAL CORPORATION COM 256677105 6,360 47,055 SH   SOLE   47,055 0 0
DOLLAR TREE INC COM 256746108 4,325 40,273 SH   SOLE   40,273 0 0
DOMINOS PIZZA INC COM 25754A201 2,812 10,105 SH   SOLE   10,105 0 0
EDWARDS LIFESCIENCES CORPORATI COM 28176E108 3,440 18,623 SH   SOLE   18,623 0 0
ETSY INC COM 29786A106 3,022 49,245 SH   SOLE   49,245 0 0
FIRST REPUBLIC BANK COM 33616C100 2,460 25,190 SH   SOLE   25,190 0 0
FLOOR & DECOR HOLDINGS INC CL A 339750101 1,373 32,758 SH   SOLE   32,758 0 0
GLU MOBILE INC COM 379890106 1,582 220,375 SH   SOLE   220,375 0 0
GRUBHUB INC COM 400110102 2,500 32,050 SH   SOLE   32,050 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,319 13,014 SH   SOLE   13,014 0 0
HELIX TCS INC COM 42333M101 21 20,000 SH   SOLE   20,000 0 0
INTEL CORPORATION COM 458140100 287 6,000 SH   SOLE   6,000 0 0
ISHARES SILVER TRUST I SHARES 46428Q109 1,165 81,325 SH   SOLE   81,325 0 0
ISHARES TRUST CORE S&P MID-CAP CORE S&P MCP ETF 464287507 552 2,842 SH   SOLE   2,842 0 0
ISHARES TRUST CORE S&P SMALL-C CORE S&P MCP ETF 464287804 391 5,000 SH   SOLE   5,000 0 0
JOHNSON & JOHNSON COM 478160104 230 1,650 SH   SOLE   1,650 0 0
JOINT CORP COM 47973J102 314 17,270 SH   SOLE   17,270 0 0
MASIMO CORPORATION COM 574795100 1,388 9,324 SH   SOLE   9,324 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,144 34,566 SH   SOLE   34,566 0 0
MICROSOFT CORPORATION COM 594918104 11,332 84,594 SH   SOLE   84,594 0 0
MIDAS GOLD CORPORATION COM 59562B101 43 90,400 SH   SOLE   90,400 0 0
NEXTERA ENERGY INC COM 65339F101 6,005 29,312 SH   SOLE   29,312 0 0
ORTHOPEDIATRICS CORP COM 68752L100 260 6,675 SH   SOLE   6,675 0 0
PEPSICO INC COM 713448108 308 2,347 SH   SOLE   2,347 0 0
RAYTHEON COMPANY COM 755111507 3,513 20,203 SH   SOLE   20,203 0 0
SALESFORCE.COM INC COM 79466L302 4,014 26,458 SH   SOLE   26,458 0 0
SERVICENOW INC COM 81762P102 1,678 6,112 SH   SOLE   6,112 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 5,165 38,780 SH   SOLE   38,780 0 0
SPDR S&P 500 ETF TR UNIT 78462F103 372 1,269 SH   SOLE   1,269 0 0
TACTILE SYSTEMS TECHNOLOGY COM 87357P100 2,636 46,310 SH   SOLE   46,310 0 0
TELADOC INC COM 87918A105 2,419 36,432 SH   SOLE   36,432 0 0
TENCENT HOLDINGS LIMITED COM 88032Q109 4,806 106,195 SH   SOLE   106,195 0 0
THE WALT DISNEY COMPANY COM DISNEY 254687106 399 2,857 SH   SOLE   2,857 0 0
ULTA BEAUTY INC COM 90384S303 5,312 15,314 SH   SOLE   15,314 0 0
UNION PACIFIC CORPORATION COM 907818108 744 4,400 SH   SOLE   4,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,035 16,535 SH   SOLE   16,535 0 0
VANECK VECTORS GOLD MINERS ETF JR GOLD MINERS ETF 92189F106 1,222 47,825 SH   SOLE   47,825 0 0
VERIZON COMMUNICATIONS COM COM 92343V104 716 12,530 SH   SOLE   12,530 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 2,177 70,650 SH   SOLE   70,650 0 0
VISA INC COM CL A 92826C839 3,396 19,565 SH   SOLE   19,565 0 0
WORKDAY INC CL A 98138H101 2,540 12,357 SH   SOLE   12,357 0 0