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 LABS COM 002824100 19,253 162,985 SH   SOLE   0 162,985 0
ACTIVISION BLIZZARD INC COM 00507V109 14,311 184,926 SH   SOLE   0 184,926 0
ADOBE INC COM 00724F101 21,495 37,336 SH   SOLE   0 37,336 0
ADVANCE AUTO PARTS INC COM 00751Y106 9,097 43,547 SH   SOLE   0 43,547 0
ADVANCED MICRO DEVICES INC COM 007903107 9,957 96,766 SH   SOLE   0 96,766 0
ALLY FINANCIAL INC COM 02005N100 12,626 247,318 SH   SOLE   0 247,318 0
ALPHABET INC CLASS A COM 02079K305 103,730 38,799 SH   SOLE   0 38,799 0
AMAZON COM INC COM 023135106 85,483 26,022 SH   SOLE   0 26,022 0
AMERICAN EAGLE OUTFITTERS INC COM 02553E106 8,335 323,072 SH   SOLE   0 323,072 0
AMERICAN EXPRESS CO COM 025816109 18,345 109,503 SH   SOLE   0 109,503 0
ANTHEM INC COM 036752103 36,949 99,113 SH   SOLE   0 99,113 0
APPLE INC COM 037833100 106,341 751,526 SH   SOLE   0 751,526 0
AT&T INC COM 00206R102 252 9,334 SH   SOLE   0 9,334 0
BANK OF AMERICA CORPORATION COM 060505104 39,491 930,290 SH   SOLE   0 930,290 0
BOSTON SCIENTIFIC CORP COM 101137107 25,130 579,167 SH   SOLE   0 579,167 0
BROADCOM INC COM 11135F101 17,931 36,977 SH   SOLE   0 36,977 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 14,252 87,992 SH   SOLE   0 87,992 0
CATERPILLAR INC DEL COM 149123101 210 1,095 SH   SOLE   0 1,095 0
CISCO SYS INC COM 17275R102 38,199 701,806 SH   SOLE   0 701,806 0
COMCAST CORP NEW CL A COM 20030N101 43,035 769,442 SH   SOLE   0 769,442 0
COMERICA INC COM 200340107 15,499 192,536 SH   SOLE   0 192,536 0
CONOCOPHILLIPS COM 20825C104 24,424 360,398 SH   SOLE   0 360,398 0
CONSTELLATION BRANDS INC CL A COM 21036P108 13,142 62,375 SH   SOLE   0 62,375 0
COSTCO WHSL CORP NEW COM 22160K105 44,732 99,549 SH   SOLE   0 99,549 0
CUMMINS INC COM 231021106 22,504 100,213 SH   SOLE   0 100,213 0
CVS HEALTH CORP COM 126650100 239 2,815 SH   SOLE   0 2,815 0
DATADOG INC COM 23804L103 1,023 7,235 SH   SOLE   0 7,235 0
DISNEY WALT CO COM 254687106 22,124 130,780 SH   SOLE   0 130,780 0
EOG RES INC COM 26875P101 27,930 347,956 SH   SOLE   0 347,956 0
EXXON MOBIL CORP COM 30231G102 243 4,127 SH   SOLE   0 4,127 0
FACEBOOK INC COM 30303M102 68,975 203,231 SH   SOLE   0 203,231 0
FIVE BELOW INC COM 33829M101 11,796 66,718 SH   SOLE   0 66,718 0
GENERAL MOTORS CO COM 37045V100 19,981 379,074 SH   SOLE   0 379,074 0
GOLDMAN SACHS GROUP INC COM 38141G104 17,610 46,584 SH   SOLE   0 46,584 0
HALLIBURTON CO COM 406216101 529 24,460 SH   SOLE   0 24,460 0
HOME DEPOT INC COM 437076102 28,528 86,906 SH   SOLE   0 86,906 0
HONEYWELL INTL INC COM 438516106 30,700 144,622 SH   SOLE   0 144,622 0
IBM CORP COM 459200101 229 1,651 SH   SOLE   0 1,651 0
INTL PAPER CO COM 460146103 252 4,513 SH   SOLE   0 4,513 0
INTUIT INC COM 461202103 585 1,085 SH   SOLE   0 1,085 0
IRON MTN INC REIT NEW COM 46284V101 7,120 163,876 SH   SOLE   0 163,876 0
JOHNSON & JOHNSON COM 478160104 30,980 191,826 SH   SOLE   0 191,826 0
JOHNSON CTLS INTL PLC COM G51502105 204 2,997 SH   SOLE   0 2,997 0
JPMORGAN CHASE & CO COM 46625H100 53,276 325,468 SH   SOLE   0 325,468 0
KRAFT HEINZ COMPANY COM 500754106 218 5,917 SH   SOLE   0 5,917 0
LAMAR ADVERTISING COMPANY COM 512816109 7,988 70,412 SH   SOLE   0 70,412 0
LILLY ELI & CO COM 532457108 11,607 50,235 SH   SOLE   0 50,235 0
LINDE PLC COM G5494J103 25,498 86,910 SH   SOLE   0 86,910 0
LOCKHEED MARTIN CORP COM 539830109 217 628 SH   SOLE   0 628 0
LULULEMON ATHLETICA INC COM 550021109 3,474 8,583 SH   SOLE   0 8,583 0
MEDTRONIC PLC COM G5960L103 28,774 229,553 SH   SOLE   0 229,553 0
MERCK & CO INC NEW COM 58933Y105 23,960 318,995 SH   SOLE   0 318,995 0
MICRON TECHNOLOGY INC COM 595112103 21,094 297,181 SH   SOLE   0 297,181 0
MICROSOFT CORP COM 594918104 109,147 387,156 SH   SOLE   0 387,156 0
MORGAN STANLEY COM 617446448 42,694 438,739 SH   SOLE   0 438,739 0
NIKE INC COM 654106103 6,184 42,578 SH   SOLE   0 42,578 0
NORFOLK SOUTHERN CORP COM 655844108 18,695 78,140 SH   SOLE   0 78,140 0
NORTHROP GRUMMAN CORP COM 666807102 682 1,893 SH   SOLE   0 1,893 0
NVIDIA CORP COM 67066G104 50,559 244,056 SH   SOLE   0 244,056 0
PALO ALTO NETWORKS INC COM 697435105 38,963 81,342 SH   SOLE   0 81,342 0
PAYPAL HOLDINGS INC COM 70450Y103 31,259 120,128 SH   SOLE   0 120,128 0
PNC BANK CORP COM 693475105 24,754 126,528 SH   SOLE   0 126,528 0
REVOLVE GROUP INC COM 76156B107 8,133 131,670 SH   SOLE   0 131,670 0
ROCKWELL AUTOMATION INC COM 773903109 17,714 60,244 SH   SOLE   0 60,244 0
SEALED AIR CORP NEW COM 81211K100 10,075 183,888 SH   SOLE   0 183,888 0
SENSATA TECHNOLOGIES HOLDING P COM G8060N102 263 4,800 SH   SOLE   0 4,800 0
SHOPIFY INC CL A COM 82509L107 675 498 SH   SOLE   0 498 0
SNAP INC COM 83304A106 9,259 125,345 SH   SOLE   0 125,345 0
STARBUCKS CORP COM 855244109 26,635 241,455 SH   SOLE   0 241,455 0
SYNOPSYS INC COM 871607107 19,969 66,693 SH   SOLE   0 66,693 0
TARGET CORP COM 87612E106 38,159 166,801 SH   SOLE   0 166,801 0
TESLA MOTORS INC COM 88160R101 16,270 20,981 SH   SOLE   0 20,981 0
TEXAS INSTRS INC COM 882508104 441 2,292 SH   SOLE   0 2,292 0
UNITED PARCEL SERVICES INC COM 911312106 11,684 64,160 SH   SOLE   0 64,160 0
UNITEDHEALTH GROUP INC COM 91324P102 34,767 88,978 SH   SOLE   0 88,978 0
VERIZON COMMUNICATIONS COM 92343V104 223 4,137 SH   SOLE   0 4,137 0
VISA INC CL A COM 92826C839 49,418 221,853 SH   SOLE   0 221,853 0
WELLS FARGO & CO NEW COM 949746101 6,774 145,954 SH   SOLE   0 145,954 0
WIX.COM LTD COM M98068105 10,736 54,785 SH   SOLE   0 54,785 0
ZOETIS INC CL A COM 98978V103 12,395 63,848 SH   SOLE   0 63,848 0
SPDR S&P 500 ETF TRUST COM 78462F103 7,759 18,081 SH   SOLE   0 18,081 0
VANGUARD REAL ESTATE ETF COM 922908553 221 2,169 SH   SOLE   0 2,169 0
VANGUARD S&P 500 ETF COM 922908363 262 665 SH   SOLE   0 665 0
VANGUARD 500 INDEX FD ADMIRAL COM 922908710 522 1,297 SH   SOLE   0 1,297 0
ABBOTT LABS COM 002824100 28,630 242,359 SH   SOLE   0 242,359 0
ACTIVISION BLIZZARD INC COM 00507V109 18,827 243,268 SH   SOLE   0 243,268 0
ADOBE INC COM 00724F101 36,367 63,168 SH   SOLE   0 63,168 0
ADVANCED MICRO DEVICES INC COM 007903107 13,480 131,001 SH   SOLE   0 131,001 0
ALCOA CORP COM 013872106 1,468 30,000 SH   SOLE   0 30,000 0
ALPHABET INC CLASS A COM 02079K305 154,091 57,636 SH   SOLE   0 57,636 0
ALPHABET INC CLASS C NON-VOTIN COM 02079K107 5,480 2,056 SH   SOLE   0 2,056 0
AMAZON COM INC COM 023135106 144,029 43,844 SH   SOLE   0 43,844 0
AMERICAN EXPRESS CO COM 025816109 23,202 138,495 SH   SOLE   0 138,495 0
ANTHEM INC COM 036752103 45,901 123,125 SH   SOLE   0 123,125 0
APPLE INC COM 037833100 189,461 1,338,949 SH   SOLE   0 1,338,949 0
BANK OF AMERICA CORPORATION COM 060505104 78,070 1,839,104 SH   SOLE   0 1,839,104 0
BOSTON SCIENTIFIC CORP COM 101137107 36,253 835,505 SH   SOLE   0 835,505 0
CISCO SYS INC COM 17275R102 33,822 621,394 SH   SOLE   0 621,394 0
CITIGROUP INC NEW COM 172967424 1,663 23,695 SH   SOLE   0 23,695 0
COMCAST CORP NEW CL A COM 20030N101 72,394 1,294,366 SH   SOLE   0 1,294,366 0
CONOCOPHILLIPS COM 20825C104 40,555 598,414 SH   SOLE   0 598,414 0
CONSTELLATION BRANDS INC CL A COM 21036P108 19,519 92,643 SH   SOLE   0 92,643 0
COSTCO WHSL CORP NEW COM 22160K105 52,039 115,809 SH   SOLE   0 115,809 0
CUMMINS INC COM 231021106 29,478 131,269 SH   SOLE   0 131,269 0
DISCOVER FINANCIAL SERVICES COM 254709108 345 2,808 SH   SOLE   0 2,808 0
DISNEY WALT CO COM 254687106 29,797 176,138 SH   SOLE   0 176,138 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107 1,430 66,100 SH   SOLE   0 66,100 0
EOG RES INC COM 26875P101 37,688 469,513 SH   SOLE   0 469,513 0
FACEBOOK INC COM 30303M102 110,257 324,869 SH   SOLE   0 324,869 0
GENERAL ELECTRIC CO NEW COM 369604301 1,267 12,300 SH   SOLE   0 12,300 0
GENERAL MOTORS CO COM 37045V100 20,681 392,360 SH   SOLE   0 392,360 0
GOLDMAN SACHS GROUP INC COM 38141G104 869 2,300 SH   SOLE   0 2,300 0
HOME DEPOT INC COM 437076102 35,948 109,511 SH   SOLE   0 109,511 0
HONEYWELL INTL INC COM 438516106 57,310 269,974 SH   SOLE   0 269,974 0
JOHNSON & JOHNSON COM 478160104 57,314 354,886 SH   SOLE   0 354,886 0
JPMORGAN CHASE & CO COM 46625H100 80,745 493,278 SH   SOLE   0 493,278 0
LILLY ELI & CO COM 532457108 22,753 98,477 SH   SOLE   0 98,477 0
LINDE PLC COM G5494J103 49,606 169,085 SH   SOLE   0 169,085 0
LULULEMON ATHLETICA INC COM 550021109 26,055 64,382 SH   SOLE   0 64,382 0
MACY'S INC COM 55616P104 1,324 58,600 SH   SOLE   0 58,600 0
MEDTRONIC PLC COM G5960L103 46,817 373,494 SH   SOLE   0 373,494 0
MERCK & CO INC NEW COM 58933Y105 12,384 164,882 SH   SOLE   0 164,882 0
MICRON TECHNOLOGY INC COM 595112103 30,156 424,846 SH   SOLE   0 424,846 0
MICROSOFT CORP COM 594918104 184,380 654,014 SH   SOLE   0 654,014 0
MORGAN STANLEY COM 617446448 63,681 654,418 SH   SOLE   0 654,418 0
NIKE INC COM 654106103 41,732 287,351 SH   SOLE   0 287,351 0
NORFOLK SOUTHERN CORP COM 655844108 29,756 124,371 SH   SOLE   0 124,371 0
NVIDIA CORP COM 67066G104 67,084 323,828 SH   SOLE   0 323,828 0
PALO ALTO NETWORKS INC COM 697435105 39,953 83,409 SH   SOLE   0 83,409 0
PAYPAL HOLDINGS INC COM 70450Y103 42,872 164,760 SH   SOLE   0 164,760 0
PHILIP MORRIS INTERNATIONAL IN COM 718172109 242 2,557 SH   SOLE   0 2,557 0
PNC BANK CORP COM 693475105 44,317 226,521 SH   SOLE   0 226,521 0
PROCTER & GAMBLE CO. COM 742718109 650 4,649 SH   SOLE   0 4,649 0
ROCKWELL AUTOMATION INC COM 773903109 24,658 83,859 SH   SOLE   0 83,859 0
SCHLUMBERGER LTD COM 806857108 270 9,114 SH   SOLE   0 9,114 0
STARBUCKS CORP COM 855244109 42,017 380,903 SH   SOLE   0 380,903 0
TARGET CORP COM 87612E106 48,832 213,454 SH   SOLE   0 213,454 0
UNITEDHEALTH GROUP INC COM 91324P102 58,332 149,286 SH   SOLE   0 149,286 0
VISA INC CL A COM 92826C839 82,365 369,765 SH   SOLE   0 369,765 0
WELLS FARGO & CO NEW COM 949746101 48,302 1,040,769 SH   SOLE   0 1,040,769 0
ZOETIS INC CL A COM 98978V103 1,642 8,457 SH   SOLE   0 8,457 0
SPDR S&P 500 ETF TRUST COM 78462F103 10,882 25,357 SH   SOLE   0 25,357 0