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 3,968 22,621 SH   SOLE NONE 22,621 0 0
ABBVIE INC COM 00287Y109 8,940 82,885 SH   SOLE NONE 82,885 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5,321 16,634 SH   SOLE NONE 16,634 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,914 37,654 SH   SOLE NONE 37,654 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,881 13,793 SH   SOLE NONE 13,793 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 521 3,524 SH   SOLE NONE 3,524 0 0
AMDOCS LTD SHS G02602103 2,731 36,072 SH   SOLE NONE 36,072 0 0
AMGEN INC COM 031162100 4,953 23,294 SH   SOLE NONE 23,294 0 0
AMPHENOL CORP NEW CL A 032095101 3,314 45,258 SH   SOLE NONE 45,258 0 0
ANTHEM INC COM 036752103 4,645 12,461 SH   SOLE NONE 12,461 0 0
AON PLC SHS CL A G0403H108 4,164 14,573 SH   SOLE NONE 14,573 0 0
ARISTA NETWORKS INC COM 040413106 2,710 7,888 SH   SOLE NONE 7,888 0 0
AUTOMATIC DATA PROCESSING INC COM COM 053015103 3,623 18,126 SH   SOLE NONE 18,126 0 0
AUTOZONE INC COM 053332102 3,642 2,145 SH   SOLE NONE 2,145 0 0
B2GOLD CORP COM 11777Q209 109 32,140 SH   SOLE NONE 32,140 0 0
BAIDU INC SPON ADR REP A 056752108 353 2,298 SH   SOLE NONE 2,298 0 0
BATH & BODY WORKS INC COM 070830104 2,636 41,829 SH   SOLE NONE 41,829 0 0
BECTON DICKINSON & CO COM 075887109 3,692 15,023 SH   SOLE NONE 15,023 0 0
BIOGEN INC COM 09062X103 2,914 10,299 SH   SOLE NONE 10,299 0 0
BOOZ ALLEN HAMILTON HLDG CORP CL A CL A 099502106 2,609 32,890 SH   SOLE NONE 32,890 0 0
BORGWARNER INC COM 099724106 2,536 58,700 SH   SOLE NONE 58,700 0 0
BROADCOM INC COM 11135F101 6,248 12,885 SH   SOLE NONE 12,885 0 0
BROWN & BROWN INC COM 115236101 2,935 52,940 SH   SOLE NONE 52,940 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 2,600 29,886 SH   SOLE NONE 29,886 0 0
CBRE GROUP INC CL A 12504L109 3,409 35,020 SH   SOLE NONE 35,020 0 0
CELANESE CORP DEL COM 150870103 2,907 19,302 SH   SOLE NONE 19,302 0 0
CERNER CORP COM 156782104 2,628 37,270 SH   SOLE NONE 37,270 0 0
CGI GROUP INC CL A SUB VTG 12532H104 214 2,526 SH   SOLE NONE 2,526 0 0
CHURCH & DWIGHT INC COM 171340102 2,796 33,868 SH   SOLE NONE 33,868 0 0
CIGNA CORP NEW COM 125523100 4,306 21,513 SH   SOLE NONE 21,513 0 0
CISCO SYS INC COM 17275R102 7,032 129,210 SH   SOLE NONE 129,210 0 0
CITRIX SYS INC COM 177376100 2,591 24,138 SH   SOLE NONE 24,138 0 0
CLOROX CO DEL COM 189054109 2,672 16,137 SH   SOLE NONE 16,137 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A CL A 192446102 3,458 46,598 SH   SOLE NONE 46,598 0 0
COLGATE PALMOLIVE CO COM 194162103 3,300 43,663 SH   SOLE NONE 43,663 0 0
COMCAST CORP NEW CL A 20030N101 7,076 126,518 SH   SOLE NONE 126,518 0 0
CSX CORP COM 126408103 3,406 114,554 SH   SOLE NONE 114,554 0 0
CUMMINS INC COM 231021106 3,057 13,617 SH   SOLE NONE 13,617 0 0
DECKERS OUTDOOR CORP COM 243537107 2,536 7,041 SH   SOLE NONE 7,041 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,185 33,648 SH   SOLE NONE 33,648 0 0
EASTMAN CHEM CO COM 277432100 2,578 25,595 SH   SOLE NONE 25,595 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,686 22,554 SH   SOLE NONE 22,554 0 0
F5 NETWORKS INC COM 315616102 2,931 14,745 SH   SOLE NONE 14,745 0 0
FACEBOOK INC CL A 30303M102 7,472 22,018 SH   SOLE NONE 22,018 0 0
FIDELITY NATL INFORMATION SVCS COM COM 31620M106 3,515 28,891 SH   SOLE NONE 28,891 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,004 11,501 SH   SOLE NONE 11,501 0 0
FORTUNE BRANDS HOME & SEC INC COM COM 34964C106 2,528 28,278 SH   SOLE NONE 28,278 0 0
GALLAGHER ARTHUR J & CO COM 363576109 3,304 22,233 SH   SOLE NONE 22,233 0 0
GENERAL DYNAMICS CORP COM 369550108 3,800 19,388 SH   SOLE NONE 19,388 0 0
GRAINGER W W INC COM 384802104 2,615 6,654 SH   SOLE NONE 6,654 0 0
HASBRO INC COM 418056107 2,677 30,013 SH   SOLE NONE 30,013 0 0
HCA HEALTHCARE INC COM 40412C101 4,735 19,510 SH   SOLE NONE 19,510 0 0
HENRY SCHEIN INC COM 806407102 2,920 38,342 SH   SOLE NONE 38,342 0 0
HOME DEPOT INC COM 437076102 7,978 24,305 SH   SOLE NONE 24,305 0 0
HONEYWELL INTL INC COM 438516106 4,335 20,423 SH   SOLE NONE 20,423 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 3,440 31,410 SH   SOLE NONE 31,410 0 0
HUYA INC ADS REP SHS A 44852D108 107 12,840 SH   SOLE NONE 12,840 0 0
ICON PLC SHS G4705A100 3,485 13,302 SH   SOLE NONE 13,302 0 0
ILLINOIS TOOL WKS INC COM 452308109 3,243 15,695 SH   SOLE NONE 15,695 0 0
INTEL CORP COM 458140100 5,614 105,381 SH   SOLE NONE 105,381 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,260 17,360 SH   SOLE NONE 17,360 0 0
JOHNSON & JOHNSON COM 478160104 10,249 63,466 SH   SOLE NONE 63,466 0 0
KLA CORP COM NEW 482480100 3,366 10,065 SH   SOLE NONE 10,065 0 0
KROGER CO COM 501044101 3,324 82,236 SH   SOLE NONE 82,236 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,139 11,156 SH   SOLE NONE 11,156 0 0
LEAR CORP COM NEW 521865204 2,544 16,258 SH   SOLE NONE 16,258 0 0
LKQ CORP COM 501889208 2,957 58,769 SH   SOLE NONE 58,769 0 0
LOCKHEED MARTIN CORP COM 539830109 4,425 12,823 SH   SOLE NONE 12,823 0 0
LOWES COS INC COM 548661107 5,188 25,575 SH   SOLE NONE 25,575 0 0
LPL FINL HLDGS INC COM 50212V100 3,427 21,866 SH   SOLE NONE 21,866 0 0
MAGNA INTL INC COM 559222401 237 3,161 SH   SOLE NONE 3,161 0 0
MARSH & MCLENNAN COS INC COM 571748102 3,856 25,467 SH   SOLE NONE 25,467 0 0
MCKESSON CORP COM 58155Q103 3,989 20,012 SH   SOLE NONE 20,012 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 3,320 21,636 SH   SOLE NONE 21,636 0 0
NETAPP INC COM 64110D104 3,231 36,001 SH   SOLE NONE 36,001 0 0
NEW ORIENTAL ED & TECHNOLOGY G SPON ADR SPON ADR 647581107 68 33,497 SH   SOLE NONE 33,497 0 0
NORFOLK SOUTHN CORP COM 655844108 3,157 13,196 SH   SOLE NONE 13,196 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,629 10,078 SH   SOLE NONE 10,078 0 0
ORACLE CORP COM 68389X105 6,949 79,755 SH   SOLE NONE 79,755 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 3,395 5,556 SH   SOLE NONE 5,556 0 0
OWENS CORNING NEW COM 690742101 2,534 29,642 SH   SOLE NONE 29,642 0 0
PACCAR INC COM 693718108 2,820 35,743 SH   SOLE NONE 35,743 0 0
PARKER-HANNIFIN CORP COM 701094104 2,979 10,655 SH   SOLE NONE 10,655 0 0
PHILIP MORRIS INTL INC COM 718172109 5,678 59,902 SH   SOLE NONE 59,902 0 0
PPG INDS INC COM 693506107 2,692 18,830 SH   SOLE NONE 18,830 0 0
PRICE T ROWE GROUP INC COM 74144T108 3,611 18,361 SH   SOLE NONE 18,361 0 0
PROCTER AND GAMBLE CO COM 742718109 7,492 53,597 SH   SOLE NONE 53,597 0 0
QORVO INC COM 74736K101 2,569 15,366 SH   SOLE NONE 15,366 0 0
REGENERON PHARMACEUTICALS COM 75886F107 4,175 6,900 SH   SOLE NONE 6,900 0 0
ROBERT HALF INTL INC COM 770323103 3,090 30,801 SH   SOLE NONE 30,801 0 0
ROSS STORES INC COM 778296103 2,751 25,279 SH   SOLE NONE 25,279 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,585 15,692 SH   SOLE NONE 15,692 0 0
SMITH A O CORP COM 831865209 2,336 38,255 SH   SOLE NONE 38,255 0 0
SMUCKER J M CO COM NEW 832696405 2,679 22,320 SH   SOLE NONE 22,320 0 0
SNAP ON INC COM 833034101 2,676 12,811 SH   SOLE NONE 12,811 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,926 42,171 SH   SOLE NONE 42,171 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,716 15,494 SH   SOLE NONE 15,494 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 51 10,635 SH   SOLE NONE 10,635 0 0
TEXAS INSTRS INC COM 882508104 4,728 24,600 SH   SOLE NONE 24,600 0 0
TFI INTERNATIONAL INC COM 87241L109 238 2,333 SH   SOLE NONE 2,333 0 0
TYSON FOODS INC CL A 902494103 3,478 44,064 SH   SOLE NONE 44,064 0 0
UNION PAC CORP COM 907818108 4,173 21,293 SH   SOLE NONE 21,293 0 0
UNITED RENTALS INC COM 911363109 3,389 9,660 SH   SOLE NONE 9,660 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,905 22,791 SH   SOLE NONE 22,791 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,073 16,946 SH   SOLE NONE 16,946 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 769 13,934 SH   SOLE NONE 13,934 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 146 13,147 SH   SOLE NONE 13,147 0 0
VMWARE INC CL A COM 928563402 3,249 21,856 SH   SOLE NONE 21,856 0 0
WESTLAKE CHEM CORP COM 960413102 2,999 32,908 SH   SOLE NONE 32,908 0 0
WESTROCK CO COM 96145D105 2,855 57,314 SH   SOLE NONE 57,314 0 0