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 Common Stock 002824100 1,121 13,400 SH   SOLE   0 0 13,400
AbbVie Inc Common Stock 00287Y109 1,196 15,800 SH   SOLE   0 0 15,800
Alexion Pharmaceuticals Inc Common Stock 015351109 910 9,300 SH   SOLE   0 0 9,300
Allison Transmission Holdings Common Stock 01973R101 1,213 25,800 SH   SOLE   0 0 25,800
Athene Holding Ltd Common Stock G0684D107 1,089 25,900 SH   SOLE   0 0 25,900
Avalara Inc Common Stock 05338G106 1,036 15,400 SH   SOLE   0 0 15,400
Bright Horizons Family Solutio Common Stock 109194100 1,098 7,200 SH   SOLE   0 0 7,200
Bristol-Myers Squibb Co Common Stock 110122108 1,282 25,300 SH   SOLE   0 0 25,300
Celgene Corp Common Stock 151020104 1,181 11,900 SH   SOLE   0 0 11,900
Chevron Corp Common Stock 166764100 1,102 9,300 SH   SOLE   0 0 9,300
ConocoPhillips Common Stock 20825C104 1,189 20,870 SH   SOLE   0 0 20,870
Cree Inc Common Stock 225447101 911 18,600 SH   SOLE   0 0 18,600
CyberArk Software Ltd Common Stock M2682V108 938 9,400 SH   SOLE   0 0 9,400
Cypress Semiconductor Corp Common Stock 232806109 1,127 48,300 SH   SOLE   0 0 48,300
Discovery Inc Common Stock 25470F104 1,099 41,300 SH   SOLE   0 0 41,300
Enphase Energy Inc Common Stock 29355A107 864 38,900 SH   SOLE   0 0 38,900
Expedia Group Inc Common Stock 30212P303 1,155 8,600 SH   SOLE   0 0 8,600
FactSet Research Systems Inc Common Stock 303075105 947 3,900 SH   SOLE   0 0 3,900
Ferrari NV Common Stock N3167Y103 1,032 6,700 SH   SOLE   0 0 6,700
Fidelity National Information Common Stock 31620M106 1,155 8,700 SH   SOLE   0 0 8,700
First Trust Water ETF ETP 33733B100 11,328 201,900 SH   SOLE   0 0 201,900
Fiserv Inc Common Stock 337738108 1,129 10,900 SH   SOLE   0 0 10,900
General Motors Co Common Stock 37045V100 1,086 29,000 SH   SOLE   0 0 29,000
HEICO Corp Common Stock 422806109 974 7,800 SH   SOLE   0 0 7,800
Horizon Therapeutics Plc Common Stock G46188101 1,326 48,700 SH   SOLE   0 0 48,700
HubSpot Inc Common Stock 443573100 1,030 6,800 SH   SOLE   0 0 6,800
ICON PLC Common Stock G4705A100 1,046 7,100 SH   SOLE   0 0 7,100
Incyte Corp Common Stock 45337C102 1,031 13,900 SH   SOLE   0 0 13,900
International Business Machine Common Stock 459200101 1,177 8,100 SH   SOLE   0 0 8,100
Intuit Inc Common Stock 461202103 1,063 4,000 SH   SOLE   0 0 4,000
Invesco S&P Global Water Index ETP 46138E263 17,292 451,970 SH   SOLE   0 0 451,970
iShares US Telecommunications ETP 464287713 11,528 394,800 SH   SOLE   0 0 394,800
Keysight Technologies Inc Common Stock 49338L103 1,098 11,300 SH   SOLE   0 0 11,300
MarketAxess Holdings Inc Common Stock 57060D108 1,048 3,200 SH   SOLE   0 0 3,200
Mercury Systems Inc Common Stock 589378108 1,047 12,900 SH   SOLE   0 0 12,900
Motorola Solutions Inc Common Stock 620076307 1,056 6,200 SH   SOLE   0 0 6,200
National Oilwell Varco Inc Common Stock 637071101 1,134 53,500 SH   SOLE   0 0 53,500
Novocure Ltd Common Stock G6674U108 919 12,300 SH   SOLE   0 0 12,300
NVIDIA Corp Common Stock 67066G104 1,218 7,000 SH   SOLE   0 0 7,000
NVR Inc Common Stock 62944T105 1,263 340 SH   SOLE   0 0 340
Okta Inc Common Stock 679295105 1,063 10,800 SH   SOLE   0 0 10,800
OneMain Holdings Inc Common Stock 68268W103 1,052 28,700 SH   SOLE   0 0 28,700
Plains GP Holdings LP Common Stock 72651A207 1,065 50,200 SH   SOLE   0 0 50,200
Planet Fitness Inc Common Stock 72703H101 798 13,800 SH   SOLE   0 0 13,800
Premier Inc Common Stock 74051N102 847 29,300 SH   SOLE   0 0 29,300
Proofpoint Inc Common Stock 743424103 1,225 9,500 SH   SOLE   0 0 9,500
PulteGroup Inc Common Stock 745867101 1,264 34,600 SH   SOLE   0 0 34,600
Q2 Holdings Inc Common Stock 74736L109 1,072 13,600 SH   SOLE   0 0 13,600
ServiceNow Inc Common Stock 81762P102 1,015 4,000 SH   SOLE   0 0 4,000
Splunk Inc Common Stock 848637104 1,060 9,000 SH   SOLE   0 0 9,000
Starbucks Corp Common Stock 855244109 995 11,260 SH   SOLE   0 0 11,260
STERIS PLC Common Stock G8473T100 1,098 7,600 SH   SOLE   0 0 7,600
Synchrony Financial Common Stock 87165B103 1,090 32,000 SH   SOLE   0 0 32,000
Take-Two Interactive Software Common Stock 874054109 1,052 8,400 SH   SOLE   0 0 8,400
TD Ameritrade Holding Corp Common Stock 87236Y108 1,130 24,200 SH   SOLE   0 0 24,200
Trex Co Inc Common Stock 89531P105 1,154 12,700 SH   SOLE   0 0 12,700
Universal Display Corp Common Stock 91347P105 923 5,500 SH   SOLE   0 0 5,500
Vanguard Financials ETF ETP 92204A405 11,550 165,000 SH   SOLE   0 0 165,000
Vanguard Real Estate ETF ETP 922908553 11,590 124,300 SH   SOLE   0 0 124,300
Vanguard S&P Small-Cap 600 ETF ETP 921932828 11,139 78,100 SH   SOLE   0 0 78,100
Vanguard Small-Cap Value ETF ETP 922908611 11,222 87,100 SH   SOLE   0 0 87,100
Vanguard Value ETF ETP 922908744 11,307 101,300 SH   SOLE   0 0 101,300
Veeva Systems Inc Common Stock 922475108 1,084 7,100 SH   SOLE   0 0 7,100
Waste Management Inc Common Stock 94106L109 1,127 9,800 SH   SOLE   0 0 9,800