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 COM 002824100   887 7,779 SH   SOLE RPG 6,679 0 1,100
ABBVIE INC COM COM COM 00287Y109   1,437 7,279 SH   SOLE RPG 6,555 0 724
ADOBE SYS INC COM COM COM 00724F101   524 1,012 SH   SOLE RPG 700 0 312
AGCO CORP COM COM COM 001084102   245 2,506 SH   SOLE RPG 669 51 1,786
ALLEGION PLC ORD SHS COM COM G0176J109   369 2,529 SH   SOLE RPG 632 56 1,841
ALPHABET CLASS A COM COM 02079K305   580 3,500 SH   SOLE RPG 900 0 2,600
ALPHABET CLASS C COM COM 02079K107   826 4,940 SH   SOLE RPG 3,900 0 1,040
AMAZON COM INC COM COM COM 023135106   394 2,115 SH   SOLE RPG 915 0 1,200
AMDOCS LTD ORD COM COM G02602103   644 7,362 SH   SOLE RPG 837 74 6,451
AMGEN INC COM COM 031162100   903 2,804 SH   SOLE RPG 635 28 2,141
APPLE COMPUTER INC COM COM 037833100   3,115 13,371 SH   SOLE RPG 12,000 0 1,371
ARISTA NETWORKS INC COM COM COM 040413106   1,165 3,036 SH   SOLE RPG 2,311 0 725
BANK OZK LITTLE ROCK ARK COM COM COM 06417N103   729 16,953 SH   SOLE RPG 7,868 150 8,935
BLACKROCK INC COM COM COM 09247X101   760 800 SH   SOLE RPG 140 11 649
BROADCOM INC COM COM COM 11135F101   4,150 24,060 SH   SOLE RPG 10,870 100 13,090
CARETRUST REIT INC COM COM COM 14174T107   376 12,200 SH   SOLE RPG 12,200 0 0
CARRIER GLOBAL CORPORATION COM COM COM 14448C104   909 11,299 SH   SOLE RPG 1,642 144 9,513
CDW CORP COM COM COM 12514G108   3,071 13,570 SH   SOLE RPG 8,615 56 4,899
CIGNA CORP NEW COM COM COM 125523100   1,174 3,390 SH   SOLE RPG 2,746 0 644
CULLEN FROST BANKERS INC COM COM COM 229899109   816 7,292 SH   SOLE RPG 3,222 67 4,003
DICKS SPORTING GOODS INC COM COM COM 253393102   752 3,603 SH   SOLE RPG 848 0 2,755
DROPBOX INC CL A COM COM 26210C104   732 28,800 SH   SOLE RPG 21,000 0 7,800
EBAY INC COM COM COM 278642103   335 5,141 SH   SOLE RPG 1,594 112 3,435
ESSENT GROUP LTD COM COM COM G3198U102   1,040 16,180 SH   SOLE RPG 11,210 0 4,970
FACEBOOK INC CL A COM COM 30303M102   807 1,410 SH   SOLE RPG 370 0 1,040
FIVE BELOW INC COM COM COM 33829M101   427 4,830 SH   SOLE RPG 2,900 0 1,930
FORTINET INC COM COM COM 34959E109   1,077 13,884 SH   SOLE RPG 8,624 0 5,260
GOLDMAN SACHS GROUP INC COM COM 38141G104   1,471 2,971 SH   SOLE RPG 964 25 1,982
GRAINGER W W INC COM COM COM 384802104   312 300 SH   SOLE RPG 300 0 0
HOME DEPOT INC COM COM 437076102   541 1,336 SH   SOLE RPG 578 26 732
ICON PLC SHS COM COM G4705A100   624 2,171 SH   SOLE RPG 861 0 1,310
INTERCONTINENTAL EXCHANGE INCO COM COM 45866F104   797 4,963 SH   SOLE RPG 696 50 4,217
JOHNSON & JOHNSON COM COM 478160104   259 1,600 SH   SOLE RPG 1,600 0 0
KROGER CO COM COM COM 501044101   440 7,677 SH   SOLE RPG 2,230 172 5,275
L3 HARRIS TECHNOLOGIES INC COM COM COM 502431109   666 2,800 SH   SOLE RPG 2,800 0 0
LAM RESH CORP COM COM COM 512807108   2,876 3,524 SH   SOLE RPG 1,730 12 1,782
LOCKHEED MARTIN CORP COM COM COM 539830109   407 696 SH   SOLE RPG 218 18 460
MCDONALDS CORP COM COM 580135101   248 815 SH   SOLE RPG 215 0 600
MCKESSON CORPORATION COM COM COM 58155Q103   297 600 SH   SOLE RPG 400 0 200
MERCK & COMPANY COM COM 58933Y105   849 7,480 SH   SOLE RPG 2,432 55 4,993
MICROSOFT COM COM 594918104   2,766 6,429 SH   SOLE RPG 3,904 0 2,525
MORGAN STANLEY COM COM 617446448   229 2,200 SH   SOLE RPG 2,200 0 0
MSC INDL DIRECT INC CL A COM COM 553530106   566 6,578 SH   SOLE RPG 1,080 80 5,418
NETFLIX COM INC COM COM COM 64110L106   213 300 SH   SOLE RPG 300 0 0
NEXSTAR MEDIA GROUP INC CL A COM COM 65336K103   1,347 8,147 SH   SOLE RPG 4,654 45 3,448
NIKE INC CL B COM COM 654106103   283 3,200 SH   SOLE RPG 3,200 0 0
NVIDIA CORP COM COM COM 67066G104   1,602 13,190 SH   SOLE RPG 10,590 0 2,600
O REILLY AUTOMOTIVE INC NEW CO COM COM 67103H107   1,465 1,272 SH   SOLE RPG 829 0 443
PALO ALTO NETWORKS INC COM COM COM 697435105   531 1,555 SH   SOLE RPG 975 0 580
PARKER HANNIFIN CORP COM COM COM 701094104   611 967 SH   SOLE RPG 17 0 950
PRICE T ROWE GROUP INC COM COM 74144T108   1,307 11,995 SH   SOLE RPG 7,679 44 4,272
PROLOGIS INC COM COM COM 74340W103   501 3,965 SH   SOLE RPG 800 67 3,098
SHERWIN WILLIAMS CO COM COM 824348106   1,532 4,015 SH   SOLE RPG 2,815 0 1,200
SS&C TECHNOLOGIES HLDGS INC CO COM COM 78467J100   807 10,873 SH   SOLE RPG 7,100 0 3,773
STARBUCKS CORP COM COM COM 855244109   457 4,687 SH   SOLE RPG 648 57 3,982
SUPER MICRO COMPUTER INC COM COM COM 86800U104   456 10,950 SH   SOLE RPG 8,700 0 2,250
THERMO FISHER SCIENTIFIC COM COM 883556102   2,067 3,342 SH   SOLE RPG 2,355 0 987
THOR INDS INC COM COM COM 885160101   1,442 13,124 SH   SOLE RPG 9,037 79 4,008
TRACTOR SUPPLY CO COM COM COM 892356106   2,098 7,210 SH   SOLE RPG 4,900 0 2,310
ULTA SALON COSMETCS & FRAG ICO COM COM 90384S303   576 1,480 SH   SOLE RPG 1,190 0 290
UNITED RENTALS INC COM COM COM 911363109   4,067 5,023 SH   SOLE RPG 3,152 14 1,857
UNITEDHEALTH GROUP INC COM COM COM 91324P102   1,927 3,296 SH   SOLE RPG 1,449 23 1,824
VERTEX PHARMACEUTICALS INC COM COM COM 92532F100   823 1,769 SH   SOLE RPG 811 0 958
VISA INC COM CL A COM COM 92826C839   1,006 3,659 SH   SOLE RPG 2,300 0 1,359
WATSCO INC COM COM COM 942622200   731 1,486 SH   SOLE RPG 176 0 1,310
ZOETIS INC CL A COM COM 98978V103   648 3,315 SH   SOLE RPG 1,200 0 2,115