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
ACTIVISION BLIZZARD INCCOM00507V1097,60579,688SH SOLE 79,68800
AKAMAI TECHNOLOGIES INCCOM00971T1015,42446,514SH SOLE 46,51400
ALIBABA GROUP HLDG LTD SPONSORED ADS01609W1023,71216,369SH SOLE 16,36900
ALPHABET INC CAP STK CL A02079K30513,4815,521SH SOLE 5,52100
AMAZON COM INC COM0231351069,7252,827SH SOLE 2,82700
APOLLO GLOBAL MGMT INCCOM CL A03768E1057,592122,053SH SOLE 122,05300
APPLE INC COM03783310011,84086,449SH SOLE 86,44900
ARK ETF TRINNOVATION ETF00214Q1043442,630SH SOLE 2,63000
AVALONBAY CMNTYS INCCOM0534841014892,341SH SOLE 2,34100
BANK AMER CORP COM0605051044,959120,285SH SOLE 120,28500
BERKSHIRE HATHAWAY INC DEL CL B NEW084670702220793SH SOLE 79300
BRISTOL MYERS SQUIBB COCOM1101221082,53537,939SH SOLE 37,93900
BROADRIDGE FINL SOLUTIONS IN COM11133T1037,67047,484SH SOLE 47,48400
BURFORD CAP LTDORD SHS ADDEDG1797711034033,000SH SOLE 33,00000
CHURCHILL CAPITAL CORP IVCL A1714391022789,634SH SOLE 9,63400
CITIGROUP INC COM NEW1729674245,27174,500SH SOLE 74,50000
COCA COLA CO COM1912161006,614122,235SH SOLE 122,23500
COGNIZANT TECHNOLOGY SOLUTIO CL A1924461024,43764,060SH SOLE 64,06000
COLGATE PALMOLIVE CO COM1941621037,68194,418SH SOLE 94,41800
COMCAST CORP NEW CL A20030N1013,13655,000SH SOLE 55,00000
CUMMINS INC COM2310211063731,528SH SOLE 1,52800
DISCOVERY INC COM25470F1044,279139,457SH SOLE 139,45700
DISNEY WALT CO COM DISNEY25468710613,49876,791SH SOLE 76,79100
ELECTRONIC ARTS INC COM2855121096,58845,802SH SOLE 45,80200
ENPHASE ENERGY INCCOM29355A1074022,187SH SOLE 2,18700
ERICSSONADR B SEK 1029482160816813,360SH SOLE 13,36000
F5 NETWORKS INC COM3156161027,57540,582SH SOLE 40,58200
FACEBOOK INC CL A30303M1026,26118,006SH SOLE 18,00600
FIDELITY NATL INFORMATION SVCOM31620M1063,05121,535SH SOLE 21,53500
FISERV INCCOM3377381085,24649,080SH SOLE 49,08000
FISKER INCCL A COM STK ADDED33813J10696450,000SH SOLE 50,00000
GARMIN LTDSHSH2906T1095,73339,638SH SOLE 39,63800
GENERAL ELECTRIC CO COM36960410318813,980SH SOLE 13,98000
GENERAL MTRS CO COM37045V1006,610111,706SH SOLE 111,70600
GILEAD SCIENCES INC COM3755581034,39363,793SH SOLE 63,79300
HENRY JACK & ASSOC INCCOM4262811014,73128,932SH SOLE 28,93200
HUMANA INCCOM4448591022,8786,500SH SOLE 6,50000
INTEL CORP COM4581401004,64082,646SH SOLE 82,64600
INTERPUBLIC GROUP COS INC COM4606901004,211129,603SH SOLE 129,60300
ISHARESMSCI EM ASIA ETF4642864265015,420SH SOLE 5,42000
ISHARESMSCI FRNTR100ETF46428614559117,804SH SOLE 17,80400
ISHARES INC CORE MSCI EMKT46434G1034,92973,578SH SOLE 73,57800
ISHARES TRISHARES TR 46434V10043,965848,258SH SOLE 848,25800
ISHARES TRUSA MIN VOL ETF46429B6975,04268,499SH SOLE 68,49900
ISHARES TRCORE DIV GRWTH46434V6213687,315SH SOLE 7,31500
ISHARES TRMSCI LW CRB TG46434V4648735,258SH SOLE 5,25800
ISHARES TRMSCI EMG MKT ETF4642872342,35642,717SH SOLE 42,71700
ISHARES TRGLOBAL TECH ETF4642872911,2213,619SH SOLE 3,61900
ISHARES TRSP SMCP600VL ETF4642878791,0339,800SH SOLE 9,80000
ISHARES TRCORE S&P 500 ETF46428720066,007153,533SH SOLE 153,53300
ISHARES TRRUS 1000 ETF4642876223591,485SH SOLE 1,48500
ISHARES TRRUSSELL 2000 ETF46428765553,023231,170SH SOLE 231,17000
ISHARES TRIBOXX INV CP ETF4642872421,85813,829SH SOLE 13,82900
ISHARES TRU.S. FINLS ETF4642877883894,798SH SOLE 4,79800
ISHARES TRCORE MSCITOTAL46432F8342403,276SH SOLE 3,27600
ISHARES TRCORE MSCI PAC46434V6965,16777,876SH SOLE 77,87600
ISHARES TRCORE S&P SCP ETF4642878041,42912,644SH SOLE 12,64400
ISHARES TRFLTG RATE BD ETF46429B6552575,060SH SOLE 5,06000
ISHARES TRIBOXX HI YD ETF4642885131,59218,088SH SOLE 18,08800
ISHARES TRUS HLTHCARE ETF4642877621,6706,121SH SOLE 6,12100
ISHARES TRGL CLEAN ENE ETF4642882241,00542,830SH SOLE 42,83000
ISHARES TRGLOB TELECOM ETF4642872752993,450SH SOLE 3,45000
ISHARES TR U.S. TECH ETF4642877214874,900SH SOLE 4,90000
ISHARES TR IBOXX HIG YLD EX46435G4412865,451SH SOLE 5,45100
ISHARES TR U.S. INDSETF4642877542232,004SH SOLE 2,00400
JPMORGAN CHASE & CO COM46625H1005,67736,500SH SOLE 36,50000
KIMBERLY CLARK CORP COM4943681033,34525,000SH SOLE 25,00000
KRANESHARES TRCSI CHI INTERNET5007673062794,000SH SOLE 4,00000
LAUDER ESTEE COS INC CL A5184391041,9086,000SH SOLE 6,00000
MASIMO CORPCOM5747951004,18917,279SH SOLE 17,27900
MASTERCARD INC CL A57636Q1044,59112,574SH SOLE 12,57400
MCDONALDS CORP COM5801351016,57028,441SH SOLE 28,44100
MEDTRONIC PLC SHSG5960L1033,97232,000SH SOLE 32,00000
METROMILE INCCOM ADDED59169710736640,000SH SOLE 40,00000
MICROCHIP TECHNOLOGY INCCOM5950171047,24748,400SH SOLE 48,40000
MICROSOFT CORPCOM5949181047,90529,182SH SOLE 29,18200
MP MATERIALS CORP COMCL A5533681012216,000SH SOLE 6,00000
NETFLIX INC COM64110L1061,3892,629SH SOLE 2,62900
NIKE INC CL B6541061031,5449,995SH SOLE 9,99500
NIO INCSPON ADS62914V1062404,502SH SOLE 4,50200
NVIDIA CORPORATIONCOM67066G104613766SH SOLE 76600
PALANTIR TECHNOLOGIES INCCL A69608A10864724,548SH SOLE 24,54800
PEPSICO INC COM7134481086,46843,650SH SOLE 43,65000
PFIZER INC COM7170811033,33485,150SH SOLE 85,15000
PLUG POWER INCCOM NEW72919P2021,01229,602SH SOLE 29,60200
PRICE T ROWE GROUP INCCOM74144T1087,80739,437SH SOLE 39,43700
PROCTER & GAMBLE COCOM7427181096,20345,970SH SOLE 45,97000
S&P GLOBAL INCCOM78409V1047,39418,014SH SOLE 18,01400
SEI INVESTMENTS COCOM7841171033,40054,859SH SOLE 54,85900
SELECT SECTOR SPDR TRSBI INT-INDS81369Y70420,250197,756SH SOLE 197,75600
SKYWORKS SOLUTIONS INC COM83088M1026,84735,706SH SOLE 35,70600
SNAP INCCL A 83304A1062383,494SH SOLE 3,49400
SPDR GOLD TRUST GOLD SHS78463V1073872,335SH SOLE 2,33500
SPDR S&P 500 ETF TRTR UNIT78462F1031,2352,885SH SOLE 2,88500
SPOTIFY TECHNOLOGY S ASHSL8681T1025031,826SH SOLE 1,82600
STARBUCKS CORP COM8552441098,16773,046SH SOLE 73,04600
TARGET CORP COM87612E1065,80224,000SH SOLE 24,00000
TEEKAY TANKERS LTDCL AY8565N30040628,125SH SOLE 28,12500
TJX COS INC NEW COM8725401093,37150,000SH SOLE 50,00000
TRACTOR SUPPLY CO COM8923561063,95921,278SH SOLE 21,27800
TRAVELERS COMPANIES INC COM89417E1093,83225,598SH SOLE 25,59800
TSAKOS ENERGY NAVIGATION LTDSHSG9108L1738810,254SH SOLE 10,25400
US BANCORP DEL COM NEW9029733042,97152,149SH SOLE 52,14900
VANECK VECTORS ETF TR AGRIBUSINESS ETF 92189F7001,58517,398SH SOLE 17,39800
VANGUARD INDEX FDS S&P 500 ETFSHS92290836310,54126,786SH SOLE 26,78600
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF9220428581,08620,034SH SOLE 20,03400
WELLS FARGO CONEW COM9497461012,92164,500SH SOLE 64,50000
VIATRIS INCCOM ADDED92556V10614710,275SH SOLE 10,27500
VISA INC COM CL A92826C8393,66515,673SH SOLE 15,67300
VMWARE INCCL A COM9285634026,09038,072SH SOLE 38,07200
ZEPP HEALTH CORPORATIONSPONSORED ADS98945L10531727,000SH SOLE 27,00000