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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   925 8,400 SH   SOLE RPG 7,100 0 1,300
ABBVIE INC COM COM 00287Y109   1,451 9,363 SH   SOLE RPG 6,555 0 2,808
ADOBE SYS INC COM COM 00724F101   604 1,012 SH   SOLE RPG 700 0 312
AGCO CORP COM COM 001084102   283 2,331 SH   SOLE RPG 609 0 1,671
ALLEGION PLC ORD SHS COM G0176J109   320 2,529 SH   SOLE RPG 632 0 1,841
ALPHABET CLASS A COM 02079K305   489 3,500 SH   SOLE RPG 900 0 2,600
ALPHABET CLASS C COM 02079K107   696 4,940 SH   SOLE RPG 3,900 74 1,040
AMAZON COM INC COM COM 023135106   321 2,115 SH   SOLE RPG 915 0 1,200
AMDOCS LTD ORD COM G02602103   832 9,462 SH   SOLE RPG 1,137 28 8,251
AMGEN INC COM 031162100   1,091 3,788 SH   SOLE RPG 604 0 3,156
APPLE COMPUTER INC COM 037833100   2,696 14,005 SH   SOLE RPG 12,600 70 1,405
ARCHER DANIELS MIDLAND COM 039483102   260 3,597 SH   SOLE RPG 816 11 2,711
ARISTA NETWORKS INC COM COM 040413106   682 2,895 SH   SOLE RPG 2,165 22 730
BLACKROCK INC COM COM 09247X101   849 1,046 SH   SOLE RPG 140 0 895
BROADCOM INC COM COM 11135F101   3,697 3,312 SH   SOLE RPG 866 144 2,436
CARETRUST REIT INC COM COM 14174T107   273 12,200 SH   SOLE RPG 12,200 56 0
CARRIER GLOBAL CORPORATION COM COM 14448C104   649 11,299 SH   SOLE RPG 1,642 0 9,513
CDW CORP COM COM 12514G108   3,213 14,134 SH   SOLE RPG 9,099 244 4,979
CIGNA CORP NEW COM COM 125523100   1,101 3,678 SH   SOLE RPG 3,046 0 632
CITIZENS FINL GROUP INC COM COM 174610105   390 11,775 SH   SOLE RPG 2,882 126 8,767
DICKS SPORTING GOODS INC COM COM 253393102   640 4,358 SH   SOLE RPG 1,100 0 3,258
DROPBOX INC CL A COM 26210C104   858 29,100 SH   SOLE RPG 18,000 371 11,100
EBAY INC COM COM 278642103   351 8,041 SH   SOLE RPG 1,594 0 6,335
EDWARDS LIFESCIENCES CORP COM COM 28176E108   206 2,700 SH   SOLE RPG 0 181 2,700
ESSENT GROUP LTD COM COM G3198U102   980 18,580 SH   SOLE RPG 11,710 0 6,870
FACEBOOK INC CL A COM 30303M102   499 1,410 SH   SOLE RPG 370 98 1,040
FIVE BELOW INC COM COM 33829M101   1,227 5,755 SH   SOLE RPG 3,300 0 2,455
FORTINET INC COM COM 34959E109   722 12,340 SH   SOLE RPG 8,500 0 3,840
GENPACT LIMITED SHS COM G3922B107   232 6,688 SH   SOLE RPG 1,271 112 5,306
GLOBAL PMTS INC COM COM 37940X102   656 5,164 SH   SOLE RPG 2,402 0 2,715
GOLDMAN SACHS GROUP INC COM 38141G104   1,437 3,725 SH   SOLE RPG 1,067 0 2,633
GRAINGER W W INC COM COM 384802104   249 300 SH   SOLE RPG 300 295 0
HOME DEPOT INC COM 437076102   677 1,954 SH   SOLE RPG 554 200 1,374
ICON PLC SHS COM G4705A100   619 2,186 SH   SOLE RPG 831 477 1,355
ILLINOIS TOOL WKS INC COM 452308109   333 1,270 SH   SOLE RPG 90 0 1,180
INTERCONTINENTAL EXCHANGE INCO COM 45866F104   637 4,963 SH   SOLE RPG 696 0 4,217
JOHNSON & JOHNSON COM 478160104   356 2,269 SH   SOLE RPG 1,600 0 669
KROGER CO COM COM 501044101   351 7,677 SH   SOLE RPG 2,230 0 5,275
L3 HARRIS TECHNOLOGIES INC COM COM 502431109   590 2,800 SH   SOLE RPG 2,800 0 0
LAM RESH CORP COM COM 512807108   3,489 4,454 SH   SOLE RPG 1,860 111 2,582
LOCKHEED MARTIN CORP COM COM 539830109   752 1,660 SH   SOLE RPG 218 47 1,424
M D C HLDGS INC COM COM 552676108   1,474 26,678 SH   SOLE RPG 11,877 25 14,659
MCDONALDS CORP COM 580135101   480 1,620 SH   SOLE RPG 215 0 1,405
MCKESSON CORPORATION COM COM 58155Q103   278 600 SH   SOLE RPG 400 0 200
MERCK & COMPANY COM 58933Y105   907 8,323 SH   SOLE RPG 2,392 331 5,876
MICRON TECHNOLOGY INC COM COM 595112103   961 11,260 SH   SOLE RPG 10,050 26 1,210
MICROSOFT COM 594918104   3,012 8,011 SH   SOLE RPG 4,233 0 3,778
MORGAN STANLEY COM 617446448   205 2,200 SH   SOLE RPG 2,200 0 0
MPLX LP COM UNIT REP L COM 55336V100   255 6,942 SH   SOLE RPG 1,818 50 5,124
MSC INDL DIRECT INC CL A COM 553530106   717 7,078 SH   SOLE RPG 1,080 0 5,918
NEXSTAR MEDIA GROUP INC CL A COM 65336K103   1,183 7,544 SH   SOLE RPG 3,074 172 4,425
NIKE INC CL B COM 654106103   347 3,200 SH   SOLE RPG 3,200 0 0
O REILLY AUTOMOTIVE INC NEW CO COM 67103H107   1,306 1,375 SH   SOLE RPG 925 12 450
OLD DOMINION FGHT LINES INC CO COM 679580100   1,725 4,257 SH   SOLE RPG 3,225 18 1,032
ONEOK INC NEW COM 682680103   212 3,019 SH   SOLE RPG 644 142 2,375
PALO ALTO NETWORKS INC COM COM 697435105   441 1,495 SH   SOLE RPG 930 0 565
PARKER HANNIFIN CORP COM COM 701094104   438 950 SH   SOLE RPG 0 0 950
PRICE T ROWE GROUP INC COM 74144T108   1,460 13,560 SH   SOLE RPG 8,079 55 5,437
PROLOGIS INC COM COM 74340W103   629 4,715 SH   SOLE RPG 810 0 3,838
QUALCOMM INC COM COM 747525103   279 1,930 SH   SOLE RPG 30 0 1,900
SHERWIN WILLIAMS CO COM 824348106   1,252 4,015 SH   SOLE RPG 2,815 0 1,200
SKYWORKS SOLUTIONS INC COM COM 83088M102   614 5,460 SH   SOLE RPG 1,421 492 3,976
SMITH A O COM COM 831865209   244 2,960 SH   SOLE RPG 360 80 2,600
SS&C TECHNOLOGIES HLDGS INC CO COM 78467J100   1,001 16,373 SH   SOLE RPG 8,100 45 8,273
STARBUCKS CORP COM COM 855244109   461 4,802 SH   SOLE RPG 648 92 4,097
THERMO FISHER SCIENTIFIC COM 883556102   2,005 3,777 SH   SOLE RPG 2,405 0 1,372
THOR INDS INC COM COM 885160101   1,938 16,389 SH   SOLE RPG 9,487 0 6,823
TRACTOR SUPPLY CO COM COM 892356106   1,557 7,240 SH   SOLE RPG 4,900 0 2,340
ULTA SALON COSMETCS & FRAG ICO COM 90384S303   590 1,205 SH   SOLE RPG 1,190 0 15
UNITED RENTALS INC COM COM 911363109   3,536 6,166 SH   SOLE RPG 3,440 258 2,712
UNITEDHEALTH GROUP INC COM COM 91324P102   2,025 3,846 SH   SOLE RPG 1,549 0 2,274
VERTEX PHARMACEUTICALS INC COM COM 92532F100   721 1,773 SH   SOLE RPG 790 0 983
VISA INC COM CL A COM 92826C839   1,117 4,289 SH   SOLE RPG 2,510 310 1,779
WATSCO INC COM COM 942622200   970 2,265 SH   SOLE RPG 155 0 2,110
ZEBRA TECHNOLOGIES CORP CL A COM 989207105   585 2,140 SH   SOLE RPG 1,340 175 800
ZOETIS INC CL A COM 98978V103   657 3,330 SH   SOLE RPG 1,200 44 2,130