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
3M Co COM 88579y101 854 5,195 SH   SOLE   5,195 0 0
Abbott Laboratories COM 002824100 1,468 17,550 SH   SOLE   17,550 0 0
Abbvie Inc COM 00287y109 890 11,750 SH   SOLE   11,750 0 0
Adobe Inc COM 00724f101 5,648 20,445 SH   SOLE   20,445 0 0
Advanced Micro Devices Inc COM 007903107 1,360 46,920 SH   SOLE   46,920 0 0
Akamai Technologies Inc COM 00971t101 475 5,200 SH   SOLE   5,200 0 0
Alaska Air Group Inc COM 011659109 1,549 23,871 SH   SOLE   23,871 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 8,079 6,616 SH   SOLE   6,616 0 0
Amazon.com Inc COM 023135106 20,324 11,708 SH   SOLE   11,708 0 0
American Express Co COM 025816109 5,184 43,832 SH   SOLE   43,832 0 0
Analog Devices Inc COM 032654105 801 7,170 SH   SOLE   7,170 0 0
AON PLC Cl A COM g0408v102 290 1,500 SH   SOLE   1,500 0 0
Apollo Global Mgmt Inc Com CL COM 03768e105 1,982 52,400 SH   SOLE   52,400 0 0
Apple Inc COM 037833100 3,766 16,814 SH   SOLE   16,814 0 0
AT&T Inc COM 00206r102 314 8,300 SH   SOLE   8,300 0 0
Automatic Data Processing Inc COM 053015103 1,784 11,050 SH   SOLE   11,050 0 0
AutoZone Inc COM 053332102 2,956 2,725 SH   SOLE   2,725 0 0
Boeing Co COM 097023105 8,189 21,524 SH   SOLE   21,524 0 0
Booking Holdings Inc COM 09857l108 2,563 1,306 SH   SOLE   1,306 0 0
Bristol Myers Squibb Co COM 110122108 646 12,735 SH   SOLE   12,735 0 0
Broadcom Inc Com COM 11135f101 552 2,000 SH   SOLE   2,000 0 0
Caterpillar Inc COM 149123101 934 7,394 SH   SOLE   7,394 0 0
Celgene Corp COM 151020104 1,675 16,872 SH   SOLE   16,872 0 0
Cheniere Energy Inc COM 16411r208 320 5,075 SH   SOLE   5,075 0 0
Chevron Corp COM 166764100 3,413 28,781 SH   SOLE   28,781 0 0
Churchill Downs Inc COM 171484108 235 1,900 SH   SOLE   1,900 0 0
Cintas Corp COM 172908105 1,993 7,432 SH   SOLE   7,432 0 0
Coca-Cola Co COM 191216100 836 15,365 SH   SOLE   15,365 0 0
Colgate Palmolive Co COM 194162103 737 10,026 SH   SOLE   10,026 0 0
Constellation Brands Inc Cl A COM 21036p108 207 1,000 SH   SOLE   1,000 0 0
Corteva Inc COM 22052l104 371 13,238 SH   SOLE   13,238 0 0
Costco Wholesale Corp COM 22160k105 2,020 7,010 SH   SOLE   7,010 0 0
CSX Corp COM 126408103 742 10,705 SH   SOLE   10,705 0 0
Cummins Inc COM 231021106 4,282 26,323 SH   SOLE   26,323 0 0
D R Horton Inc COM 23331a109 5,562 105,520 SH   SOLE   105,520 0 0
Delta Air Lines Inc COM 247361702 441 7,650 SH   SOLE   7,650 0 0
Disney Walt Co Disney COM 254687106 8,180 62,766 SH   SOLE   62,766 0 0
Dow Inc COM 260557103 300 6,298 SH   SOLE   6,298 0 0
Duke Energy Corp COM 26441c204 288 3,000 SH   SOLE   3,000 0 0
DuPont de Nemours Inc COM 26614n102 314 4,399 SH   SOLE   4,399 0 0
eLot Inc COM 29014q105 0 67,670 SH   SOLE   67,670 0 0
Evercore Partners Inc Class A COM 29977a105 2,357 29,430 SH   SOLE   29,430 0 0
Expedia Inc COM 30212p303 269 2,000 SH   SOLE   2,000 0 0
Expeditors Intl Wash Inc COM 302130109 2,069 27,855 SH   SOLE   27,855 0 0
Exxon Mobil Corp COM 30231g102 1,795 25,428 SH   SOLE   25,428 0 0
Facebook Inc Cl A COM 30303m102 7,599 42,670 SH   SOLE   42,670 0 0
Fair Isaac Corp COM 303250104 487 1,605 SH   SOLE   1,605 0 0
General Electric Co COM 369604103 179 20,000 SH   SOLE   20,000 0 0
Global Consortium Inc COM 37891l107 0 10,000 SH   SOLE   10,000 0 0
Haemonetics Corp COM 405024100 407 3,230 SH   SOLE   3,230 0 0
Healthequity Inc COM 42226a107 1,309 22,915 SH   SOLE   22,915 0 0
Home Depot Inc COM 437076102 13,769 59,346 SH   SOLE   59,346 0 0
Honeywell Intl Inc COM 438516106 1,362 8,050 SH   SOLE   8,050 0 0
Ingersoll-Rand PLC COM g47791101 1,921 15,590 SH   SOLE   15,590 0 0
Intel Corp COM 458140100 2,259 43,837 SH   SOLE   43,837 0 0
Intercontinental Exchange Inc COM 45866f104 2,279 24,695 SH   SOLE   24,695 0 0
Intuitive Surgical Inc COM 46120e602 909 1,684 SH   SOLE   1,684 0 0
Jacobs Engineering Group Inc COM 469814107 1,423 15,550 SH   SOLE   15,550 0 0
Johnson & Johnson COM 478160104 4,133 31,945 SH   SOLE   31,945 0 0
JPMorgan Chase & Co COM 46625h100 1,004 8,532 SH   SOLE   8,532 0 0
Keysight Technologies Inc COM 49338l103 1,735 17,838 SH   SOLE   17,838 0 0
Kirkland Lake Gold Ltd COM 49741e100 2,829 63,150 SH   SOLE   63,150 0 0
KLA-Tencor Corp COM 482480100 2,864 17,962 SH   SOLE   17,962 0 0
L3harris Technologies Inc COM 502431109 3,251 15,580 SH   SOLE   15,580 0 0
Las Vegas Sands Corp COM 517834107 3,788 65,577 SH   SOLE   65,577 0 0
Lauder Estee Cos Inc Cl A COM 518439104 2,029 10,200 SH   SOLE   10,200 0 0
Lazard Ltd A COM g54050102 1,109 31,675 SH   SOLE   31,675 0 0
Lgi Homes Inc COM 50187t106 419 5,025 SH   SOLE   5,025 0 0
Linde PLC COM g5494j103 1,046 5,401 SH   SOLE   5,401 0 0
Lockheed Martin Corp COM 539830109 7,124 18,265 SH   SOLE   18,265 0 0
Lululemon Athletica Inc COM 550021109 532 2,765 SH   SOLE   2,765 0 0
MasterCard Inc Cl A COM 57636q104 2,703 9,954 SH   SOLE   9,954 0 0
Merck & Co Inc COM 58933y105 2,397 28,476 SH   SOLE   28,476 0 0
Micron Technology Inc COM 595112103 7,041 164,311 SH   SOLE   164,311 0 0
Microsoft Corp COM 594918104 8,733 62,816 SH   SOLE   62,816 0 0
Mongodb Inc Cl A COM 60937p106 901 7,475 SH   SOLE   7,475 0 0
Netflix Inc COM 64110l106 260 971 SH   SOLE   971 0 0
Nextera Energy Inc COM 65339f101 1,862 7,990 SH   SOLE   7,990 0 0
Nike Inc Cl B COM 654106103 2,357 25,100 SH   SOLE   25,100 0 0
North European Oil Royalty Tru COM 659310106 178 29,300 SH   SOLE   29,300 0 0
NVIDIA Corp COM 67066g104 522 3,000 SH   SOLE   3,000 0 0
NXP Semiconductors NV COM n6596x109 7,320 67,081 SH   SOLE   67,081 0 0
Palo Alto Networks Inc COM 697435105 708 3,472 SH   SOLE   3,472 0 0
Parker Hannifin Corp COM 701094104 259 1,435 SH   SOLE   1,435 0 0
Paypal Holdings Inc COM 70450y103 10,483 101,200 SH   SOLE   101,200 0 0
Pioneer Natural Resources Co COM 723787107 252 2,000 SH   SOLE   2,000 0 0
Procter & Gamble Co COM 742718109 1,193 9,588 SH   SOLE   9,588 0 0
Raytheon Co COM 755111507 1,399 7,130 SH   SOLE   7,130 0 0
Roper Industries Inc COM 776696106 660 1,850 SH   SOLE   1,850 0 0
Ross Stores Inc COM 778296103 366 3,330 SH   SOLE   3,330 0 0
Sherwin Williams Co COM 824348106 524 953 SH   SOLE   953 0 0
Spring Bank Pharmaceuticals In COM 849431101 148 42,935 SH   SOLE   42,935 0 0
Stoneco Ltd Cl A COM g85158106 282 8,100 SH   SOLE   8,100 0 0
Store Cap Corp COM 862121100 1,287 34,400 SH   SOLE   34,400 0 0
Teradyne Inc COM 880770102 1,844 31,835 SH   SOLE   31,835 0 0
Thermo Fisher Scientific Inc COM 883556102 4,668 16,025 SH   SOLE   16,025 0 0
TJX Cos Inc COM 872540109 215 3,850 SH   SOLE   3,850 0 0
United Parcel Service Inc Cl B COM 911312106 1,480 12,350 SH   SOLE   12,350 0 0
United Rentals Inc COM 911363109 710 5,700 SH   SOLE   5,700 0 0
United Technologies Corp COM 913017109 464 3,400 SH   SOLE   3,400 0 0
UnitedHealth Group Inc COM 91324p102 4,263 19,618 SH   SOLE   19,618 0 0
Veeva Systems Inc Cl A COM 922475108 642 4,205 SH   SOLE   4,205 0 0
Verizon Communications Inc COM 92343v104 4,704 77,937 SH   SOLE   77,937 0 0
VF Corp COM 918204108 4,316 48,501 SH   SOLE   48,501 0 0
Visa Inc Cl A COM 92826c839 208 1,208 SH   SOLE   1,208 0 0
Vulcan Materials Co COM 929160109 1,825 12,070 SH   SOLE   12,070 0 0
Wal Mart Stores Inc COM 931142103 472 3,976 SH   SOLE   3,976 0 0
Walgreens Boots Alliance Inc COM 931427108 257 4,650 SH   SOLE   4,650 0 0
Xilinx Inc COM 983919101 956 9,970 SH   SOLE   9,970 0 0
XPO Logistics Inc COM 983793100 1,918 26,794 SH   SOLE   26,794 0 0
Zoetis Inc Cl A COM 98978v103 843 6,770 SH   SOLE   6,770 0 0
Bunge Limited Conv Pfd Perp CONV PREF g16962204 359 3,500 SH   SOLE   3,500 0 0
Alibaba Group Holding Ltd Sp A COM 01609w102 2,150 12,855 SH   SOLE   12,855 0 0
Amarin Corp PLC Sp ADR COM 023111206 1,482 97,790 SH   SOLE   97,790 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306 832 10,460 SH   SOLE   10,460 0 0
Nintendo Ltd ADR COM 654445303 397 8,569 SH   SOLE   8,569 0 0
Tencent Holdings Ltd ADR COM 88032q109 471 11,185 SH   SOLE   11,185 0 0
Goldman Sachs MLP Income Oppor MLP 38147w103 83 12,000 SH   SOLE   12,000 0 0
Brookfield Infrast Partners LP MLP g16252101 476 9,600 SH   SOLE   9,600 0 0
Enviva Partners LP MLP 29414j107 256 8,000 SH   SOLE   8,000 0 0
American Tower REIT REIT 03027x100 227 1,025 SH   SOLE   1,025 0 0
Coresite Realty Corp REIT 21870q105 2,315 18,999 SH   SOLE   18,999 0 0
W P Carey Inc COM 92936u109 805 9,000 SH   SOLE   9,000 0 0
Weyerhaeuser Co COM 962166104 1,287 46,475 SH   SOLE   46,475 0 0