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 2,599 30,910 SH   SOLE   30,910 0 0
ABBVIE INC COM 00287Y109 259 3,566 SH   SOLE   3,566 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 27,413 148,364 SH   SOLE   148,364 0 0
ADOBE INC COM 00724F101 19,238 65,292 SH   SOLE   65,292 0 0
AIR PRODS & CHEMS INC COM 009158106 11,719 51,769 SH   SOLE   51,769 0 0
ALBANY INTL CORP CL A 012348108 1,696 20,453 SH   SOLE   20,453 0 0
ALBEMARLE CORP COM 012653101 1,273 18,075 SH   SOLE   18,075 0 0
ALLERGAN PLC SHS G0177J108 719 4,296 SH   SOLE   4,296 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 13,954 301,048 SH   SOLE   301,048 0 0
ALPHABET INC CAP STK CL A 02079K305 35,868 33,125 SH   SOLE   33,125 0 0
ALPHABET INC CAP STK CL C 02079K107 1,621 1,500 SH   SOLE   1,500 0 0
ALPS ETF TR SECTR DIV DOGS 00162Q858 246 5,660 SH   SOLE   5,660 0 0
ALTRIA GROUP INC COM 02209S103 932 19,675 SH   SOLE   19,675 0 0
AMAZON COM INC COM 023135106 12,593 6,650 SH   SOLE   6,650 0 0
AMERICAN EXPRESS CO COM 025816109 32,317 261,800 SH   SOLE   261,800 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 2,914 28,441 SH   SOLE   28,441 0 0
AMERICAN TOWER CORP NEW COM 03027X100 29,696 145,247 SH   SOLE   145,247 0 0
AMGEN INC COM 031162100 21,858 118,610 SH   SOLE   118,610 0 0
ANALOG DEVICES INC COM 032654105 3,196 28,319 SH   SOLE   28,319 0 0
ANI PHARMACEUTICALS INC COM 00182C103 2,223 27,041 SH   SOLE   27,041 0 0
ANNALY CAP MGMT INC COM 035710409 281 30,783 SH   SOLE   30,783 0 0
APPLE INC COM 037833100 39,423 199,184 SH   SOLE   199,184 0 0
APTIV PLC SHS G6095L109 515 6,372 SH   SOLE   6,372 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 1,795 24,238 SH   SOLE   24,238 0 0
ASGN INC COM 00191U102 1,852 30,559 SH   SOLE   30,559 0 0
AT&T INC COM 00206R102 10,443 311,646 SH   SOLE   311,646 0 0
ATKORE INTL GROUP INC COM 047649108 360 13,931 SH   SOLE   13,931 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 539 3,260 SH   SOLE   3,260 0 0
AUTOZONE INC COM 053332102 629 572 SH   SOLE   572 0 0
AVANGRID INC COM 05351W103 329 6,515 SH   SOLE   6,515 0 0
AVERY DENNISON CORP COM 053611109 12,164 105,155 SH   SOLE   105,155 0 0
BANK AMER CORP COM 060505104 27,398 944,765 SH   SOLE   944,765 0 0
BANNER CORP COM NEW 06652V208 2,066 38,146 SH   SOLE   38,146 0 0
BAXTER INTL INC COM 071813109 4,287 52,344 SH   SOLE   52,344 0 0
BB&T CORP COM 054937107 6,056 123,262 SH   SOLE   123,262 0 0
BECTON DICKINSON & CO COM 075887109 10,459 41,501 SH   SOLE   41,501 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,487 16,359 SH   SOLE   16,359 0 0
BEST BUY INC COM 086516101 31,313 449,060 SH   SOLE   449,060 0 0
BIOTELEMETRY INC COM 090672106 2,038 42,330 SH   SOLE   42,330 0 0
BLACKROCK ENERGY & RES TR COM 09250U101 484 40,546 SH   SOLE   40,546 0 0
BLACKROCK ENHANCED EQT DIV T COM 09251A104 97 10,960 SH   SOLE   10,960 0 0
BLACKROCK INC COM 09247X101 2,264 4,824 SH   SOLE   4,824 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 2,226 62,553 SH   SOLE   62,553 0 0
BOOKING HLDGS INC COM 09857L108 2,527 1,348 SH   SOLE   1,348 0 0
BOOT BARN HLDGS INC COM 099406100 2,826 79,296 SH   SOLE   79,296 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,164 27,074 SH   SOLE   27,074 0 0
BOYD GAMING CORP COM 103304101 1,580 58,645 SH   SOLE   58,645 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 22,550 497,243 SH   SOLE   497,243 0 0
BROADCOM INC COM 11135F101 19,206 66,719 SH   SOLE   66,719 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,998 93,966 SH   SOLE   93,966 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 1,968 17,880 SH   SOLE   17,880 0 0
CALAMOS STRATEGIC TOTL RETN COM SH BEN INT 128125101 592 46,431 SH   SOLE   46,431 0 0
CDW CORP COM 12514G108 36,066 324,921 SH   SOLE   324,921 0 0
CENTENE CORP DEL COM 15135B101 214 4,078 SH   SOLE   4,078 0 0
CENTERPOINT ENERGY INC COM 15189T107 14,153 494,339 SH   SOLE   494,339 0 0
CENTERSTATE BK CORP COM 15201P109 2,110 91,609 SH   SOLE   91,609 0 0
CHEFS WHSE INC COM 163086101 1,716 48,943 SH   SOLE   48,943 0 0
CHESAPEAKE UTILS CORP COM 165303108 2,386 25,109 SH   SOLE   25,109 0 0
CHEVRON CORP NEW COM 166764100 14,545 116,887 SH   SOLE   116,887 0 0
CINTAS CORP COM 172908105 3,308 13,939 SH   SOLE   13,939 0 0
CISCO SYS INC COM 17275R102 37,232 680,294 SH   SOLE   680,294 0 0
CITIGROUP INC COM NEW 172967424 1,489 21,265 SH   SOLE   21,265 0 0
CITIZENS FINL GROUP INC COM 174610105 16,349 462,372 SH   SOLE   462,372 0 0
CMS ENERGY CORP COM 125896100 1,568 27,079 SH   SOLE   27,079 0 0
COHEN & STEERS REIT & PFD &I COM 19247X100 201 9,291 SH   SOLE   9,291 0 0
COMCAST CORP NEW CL A 20030N101 37,813 894,349 SH   SOLE   894,349 0 0
COMERICA INC COM 200340107 281 3,870 SH   SOLE   3,870 0 0
COMFORT SYS USA INC COM 199908104 2,005 39,331 SH   SOLE   39,331 0 0
CONAGRA BRANDS INC COM 205887102 372 14,045 SH   SOLE   14,045 0 0
CONCHO RES INC COM 20605P101 272 2,634 SH   SOLE   2,634 0 0
CONMED CORP COM 207410101 2,082 24,327 SH   SOLE   24,327 0 0
CONOCOPHILLIPS COM 20825C104 8,637 141,589 SH   SOLE   141,589 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,751 8,892 SH   SOLE   8,892 0 0
CORESITE RLTY CORP COM 21870Q105 2,518 21,862 SH   SOLE   21,862 0 0
COSTCO WHSL CORP NEW COM 22160K105 404 1,528 SH   SOLE   1,528 0 0
CSX CORP COM 126408103 457 5,911 SH   SOLE   5,911 0 0
CURTISS WRIGHT CORP COM 231561101 1,696 13,337 SH   SOLE   13,337 0 0
CVS HEALTH CORP COM 126650100 23,792 436,631 SH   SOLE   436,631 0 0
CYRUSONE INC COM 23283R100 2,207 38,231 SH   SOLE   38,231 0 0
D R HORTON INC COM 23331A109 28,304 656,238 SH   SOLE   656,238 0 0
DANAHER CORPORATION COM 235851102 1,733 12,128 SH   SOLE   12,128 0 0
DARDEN RESTAURANTS INC COM 237194105 354 2,906 SH   SOLE   2,906 0 0
DELEK US HLDGS INC NEW COM 24665A103 1,758 43,384 SH   SOLE   43,384 0 0
DELL TECHNOLOGIES INC CL C 24703L202 331 6,517 SH   SOLE   6,517 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 30,902 544,529 SH   SOLE   544,529 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,600 23,859 SH   SOLE   23,859 0 0
DISCOVER FINL SVCS COM 254709108 380 4,897 SH   SOLE   4,897 0 0
DISNEY WALT CO COM DISNEY 254687106 26,830 192,135 SH   SOLE   192,135 0 0
DOW INC COM 260557103 300 6,089 SH   SOLE   6,089 0 0
DTE ENERGY CO COM 233331107 1,866 14,593 SH   SOLE   14,593 0 0
DUKE REALTY CORP COM NEW 264411505 278 8,806 SH   SOLE   8,806 0 0
DUPONT DE NEMOURS INC COM 26614N102 450 5,995 SH   SOLE   5,995 0 0
EASTGROUP PPTY INC COM 277276101 2,442 21,057 SH   SOLE   21,057 0 0
EATON CORP PLC SHS G29183103 14,769 177,336 SH   SOLE   177,336 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 308 14,759 SH   SOLE   14,759 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 11,079 229,326 SH   SOLE   229,326 0 0
ENCOMPASS HEALTH CORP COM 29261A100 5,295 83,565 SH   SOLE   83,565 0 0
EOG RES INC COM 26875P101 1,344 14,423 SH   SOLE   14,423 0 0
EXELON CORP COM 30161N101 24,565 512,406 SH   SOLE   512,406 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,495 14,090 SH   SOLE   14,090 0 0
EXXON MOBIL CORP COM 30231G102 12,706 165,806 SH   SOLE   165,806 0 0
FACEBOOK INC CL A 30303M102 41,570 215,387 SH   SOLE   215,387 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 3,178 25,905 SH   SOLE   25,905 0 0
FIRST BANCORP N C COM 318910106 2,188 60,066 SH   SOLE   60,066 0 0
FIRST MERCHANTS CORP COM 320817109 460 12,139 SH   SOLE   12,139 0 0
FISERV INC COM 337738108 271 2,974 SH   SOLE   2,974 0 0
FIVE9 INC COM 338307101 1,893 36,912 SH   SOLE   36,912 0 0
FORTIVE CORP COM 34959J108 211 2,590 SH   SOLE   2,590 0 0
FOX FACTORY HLDG CORP COM 35138V102 2,485 30,117 SH   SOLE   30,117 0 0
GENERAL DYNAMICS CORP COM 369550108 251 1,379 SH   SOLE   1,379 0 0
GENERAL MLS INC COM 370334104 12,956 246,680 SH   SOLE   246,680 0 0
GILEAD SCIENCES INC COM 375558103 217 3,209 SH   SOLE   3,209 0 0
GLADSTONE INVT CORP COM 376546107 112 10,000 SH   SOLE   10,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 1,571 20,641 SH   SOLE   20,641 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 11,360 403,117 SH   SOLE   403,117 0 0
HARSCO CORP COM 415864107 2,103 76,624 SH   SOLE   76,624 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 258 17,285 SH   SOLE   17,285 0 0
HILL ROM HLDGS INC COM 431475102 21,336 203,942 SH   SOLE   203,942 0 0
HMS HLDGS CORP COM 40425J101 2,110 65,148 SH   SOLE   65,148 0 0
HOME DEPOT INC COM 437076102 33,146 159,381 SH   SOLE   159,381 0 0
HONEYWELL INTL INC COM 438516106 2,915 16,698 SH   SOLE   16,698 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 2,180 90,591 SH   SOLE   90,591 0 0
ILLINOIS TOOL WKS INC COM 452308109 234 1,553 SH   SOLE   1,553 0 0
INDEPENDENT BANK CORP MASS COM 453836108 2,138 28,076 SH   SOLE   28,076 0 0
INGERSOLL-RAND PLC SHS G47791101 3,002 23,700 SH   SOLE   23,700 0 0
INGEVITY CORP COM 45688C107 1,591 15,130 SH   SOLE   15,130 0 0
INSPERITY INC COM 45778Q107 17,846 146,108 SH   SOLE   146,108 0 0
INTEL CORP COM 458140100 30,417 635,418 SH   SOLE   635,418 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 361 688 SH   SOLE   688 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,935 17,954 SH   SOLE   17,954 0 0
INVESCO EXCHNG TRADED FD TR INTL BUYBACK 46138E644 243 7,612 SH   SOLE   7,612 0 0
INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW 46138E198 258 5,037 SH   SOLE   5,037 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 550 2,943 SH   SOLE   2,943 0 0
IQVIA HLDGS INC COM 46266C105 7,720 47,983 SH   SOLE   47,983 0 0
ISHARES INC EM MKTS DIV ETF 464286319 257 6,306 SH   SOLE   6,306 0 0
ISHARES TR 0-5YR INVT GR CP 46434V100 679 13,318 SH   SOLE   13,318 0 0
ISHARES TR CORE S&P TTL STK 464287150 223 3,347 SH   SOLE   3,347 0 0
ISHARES TR EXPANDED TECH 464287515 212 969 SH   SOLE   969 0 0
ISHARES TR IBOXX HI YD ETF 464288513 363 4,166 SH   SOLE   4,166 0 0
ISHARES TR INTRM GOV CR ETF 464288612 318 2,833 SH   SOLE   2,833 0 0
ISHARES TR INTRM TR CRP ETF 464288638 407 7,141 SH   SOLE   7,141 0 0
ISHARES TR MBS ETF 464288588 888 8,255 SH   SOLE   8,255 0 0
ISHARES TR MRNGSTR LG-CP ET 464287127 366 2,215 SH   SOLE   2,215 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,154 13,688 SH   SOLE   13,688 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 3,605 28,335 SH   SOLE   28,335 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 352 2,042 SH   SOLE   2,042 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 225 1,255 SH   SOLE   1,255 0 0
ISHARES TR CORE S&P MCP ETF 464287507 206 1,060 SH   SOLE   1,060 0 0
ISHARES TR S&P MC 400GR ETF 464287606 755 3,337 SH   SOLE   3,337 0 0
ISHARES TR CORE S&P SCP ETF 464287804 797 10,184 SH   SOLE   10,184 0 0
ISHARES TR SH TR CRPORT ETF 464288646 622 11,630 SH   SOLE   11,630 0 0
JOHNSON & JOHNSON COM 478160104 6,349 45,581 SH   SOLE   45,581 0 0
JPMORGAN CHASE & CO COM 46625H100 34,228 306,158 SH   SOLE   306,158 0 0
KEYCORP NEW COM 493267108 1,441 81,209 SH   SOLE   81,209 0 0
KIMBERLY CLARK CORP COM 494368103 29,605 222,129 SH   SOLE   222,129 0 0
LAM RESEARCH CORP COM 512807108 13,957 74,300 SH   SOLE   74,300 0 0
LAS VEGAS SANDS CORP COM 517834107 426 7,213 SH   SOLE   7,213 0 0
LAUDER ESTEE COS INC CL A 518439104 280 1,528 SH   SOLE   1,528 0 0
LEAR CORP COM NEW 521865204 1,085 7,791 SH   SOLE   7,791 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 2,065 18,092 SH   SOLE   18,092 0 0
LOCKHEED MARTIN CORP COM 539830109 3,255 8,953 SH   SOLE   8,953 0 0
LOWES COS INC COM 548661107 1,230 12,187 SH   SOLE   12,187 0 0
LULULEMON ATHLETICA INC COM 550021109 22,202 123,200 SH   SOLE   123,200 0 0
MARATHON PETE CORP COM 56585A102 18,607 332,973 SH   SOLE   332,973 0 0
MARCUS CORP COM 566330106 1,619 49,128 SH   SOLE   49,128 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 9,228 95,731 SH   SOLE   95,731 0 0
MASTEC INC COM 576323109 2,034 39,469 SH   SOLE   39,469 0 0
MASTERCARD INC CL A 57636Q104 38,364 145,027 SH   SOLE   145,027 0 0
MATADOR RES CO COM 576485205 1,862 93,686 SH   SOLE   93,686 0 0
MCDONALDS CORP COM 580135101 2,371 11,416 SH   SOLE   11,416 0 0
MEDTRONIC PLC SHS G5960L103 4,153 42,648 SH   SOLE   42,648 0 0
MERCK & CO INC COM 58933Y105 24,849 296,350 SH   SOLE   296,350 0 0
MERIT MED SYS INC COM 589889104 2,195 36,855 SH   SOLE   36,855 0 0
METLIFE INC COM 59156R108 28,963 583,100 SH   SOLE   583,100 0 0
MICROSOFT CORP COM 594918104 47,986 358,211 SH   SOLE   358,211 0 0
MKS INSTRUMENT INC COM 55306N104 275 3,536 SH   SOLE   3,536 0 0
MONDELEZ INTL INC CL A 609207105 16,953 314,520 SH   SOLE   314,520 0 0
MOOG INC CL A 615394202 1,674 17,888 SH   SOLE   17,888 0 0
MORGAN STANLEY COM NEW 617446448 29,359 670,144 SH   SOLE   670,144 0 0
MSCI INC COM 55354G100 3,181 13,321 SH   SOLE   13,321 0 0
NASDAQ INC COM 631103108 1,685 17,519 SH   SOLE   17,519 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 254 3,005 SH   SOLE   3,005 0 0
NEXTERA ENERGY INC COM 65339F101 13,506 65,930 SH   SOLE   65,930 0 0
NORFOLK SOUTHERN CORP COM 655844108 33,858 169,860 SH   SOLE   169,860 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,348 4,171 SH   SOLE   4,171 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 2,890 7,826 SH   SOLE   7,826 0 0
OCCIDENTAL PETE CORP COM 674599105 8,402 167,100 SH   SOLE   167,100 0 0
ONEOK INC NEW COM 682680103 11,982 174,128 SH   SOLE   174,128 0 0
ORACLE CORP COM 68389X105 1,891 33,199 SH   SOLE   33,199 0 0
OUTFRONT MEDIA INC COM 69007J106 2,519 97,675 SH   SOLE   97,675 0 0
PACKAGING CORP AMER COM 695156109 12,457 130,682 SH   SOLE   130,682 0 0
PAYPAL HLDGS INC COM 70450Y103 4,240 37,046 SH   SOLE   37,046 0 0
PEPSICO INC COM 713448108 3,760 28,672 SH   SOLE   28,672 0 0
PERFICIENT INC COM 71375U101 2,109 61,463 SH   SOLE   61,463 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 1,749 43,692 SH   SOLE   43,692 0 0
PFIZER INC COM 717081103 2,471 57,029 SH   SOLE   57,029 0 0
PHILLIPS 66 COM 718546104 307 3,284 SH   SOLE   3,284 0 0
PIONEER NAT RES CO COM 723787107 9,529 61,930 SH   SOLE   61,930 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,238 16,300 SH   SOLE   16,300 0 0
POLYONE CORP COM 73179P106 1,559 49,657 SH   SOLE   49,657 0 0
PRIMERICA INC COM 74164M108 2,226 18,556 SH   SOLE   18,556 0 0
PROLOGIS INC COM 74340W103 13,299 166,030 SH   SOLE   166,030 0 0
PROPETRO HLDG CORP COM 74347M108 1,626 78,563 SH   SOLE   78,563 0 0
PRUDENTIAL FINL INC COM 744320102 1,420 14,056 SH   SOLE   14,056 0 0
PVH CORP COM 693656100 544 5,743 SH   SOLE   5,743 0 0
QUINSTREET INC COM 74874Q100 1,727 108,970 SH   SOLE   108,970 0 0
RALPH LAUREN CORP CL A 751212101 976 8,596 SH   SOLE   8,596 0 0
RAPID7 INC COM 753422104 2,388 41,288 SH   SOLE   41,288 0 0
RAYTHEON CO COM NEW 755111507 15,055 86,581 SH   SOLE   86,581 0 0
REALPAGE INC COM 75606N109 2,031 34,518 SH   SOLE   34,518 0 0
REPLIGEN CORP COM 759916109 2,545 29,610 SH   SOLE   29,610 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 24,799 204,598 SH   SOLE   204,598 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 381 5,861 SH   SOLE   5,861 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 2,476 89,601 SH   SOLE   89,601 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 1,970 86,730 SH   SOLE   86,730 0 0
S&P GLOBAL INC COM 78409V104 2,229 9,786 SH   SOLE   9,786 0 0
SALESFORCE COM INC COM 79466L302 7,742 51,023 SH   SOLE   51,023 0 0
SAREPTA THERAPEUTICS INC COM 803607100 342 2,248 SH   SOLE   2,248 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 316 12,437 SH   SOLE   12,437 0 0
SERVICENOW INC COM 81762P102 555 2,021 SH   SOLE   2,021 0 0
SKYWEST INC COM 830879102 2,051 33,805 SH   SOLE   33,805 0 0
SMUCKER J M CO COM NEW 832696405 409 3,548 SH   SOLE   3,548 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 2,435 27,173 SH   SOLE   27,173 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 544 1,857 SH   SOLE   1,857 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1,214 3,424 SH   SOLE   3,424 0 0
SPLUNK INC COM 848637104 4,268 33,941 SH   SOLE   33,941 0 0
SQUARE INC CL A 852234103 288 3,968 SH   SOLE   3,968 0 0
STAG INDL INC COM 85254J102 2,636 87,178 SH   SOLE   87,178 0 0
STARBUCKS CORP COM 855244109 323 3,850 SH   SOLE   3,850 0 0
STARWOOD PPTY TR INC COM 85571B105 28,720 1,264,071 SH   SOLE   1,264,071 0 0
STEEL DYNAMICS INC COM 858119100 12,474 413,045 SH   SOLE   413,045 0 0
STRYKER CORP COM 863667101 18,799 91,443 SH   SOLE   91,443 0 0
SUNTRUST BKS INC COM 867914103 285 4,536 SH   SOLE   4,536 0 0
SYNNEX CORP COM 87162W100 2,121 21,551 SH   SOLE   21,551 0 0
SYSCO CORP COM 871829107 30,477 430,954 SH   SOLE   430,954 0 0
T MOBILE US INC COM 872590104 32,425 437,351 SH   SOLE   437,351 0 0
TABLEAU SOFTWARE INC CL A 87336U105 350 2,108 SH   SOLE   2,108 0 0
TABULA RASA HEALTHCARE INC COM 873379101 2,135 42,751 SH   SOLE   42,751 0 0
TAPESTRY INC COM 876030107 307 9,665 SH   SOLE   9,665 0 0
TE CONNECTIVITY LTD REG SHS H84989104 328 3,421 SH   SOLE   3,421 0 0
TEXAS INSTRS INC COM 882508104 628 5,470 SH   SOLE   5,470 0 0
THE TRADE DESK INC COM CL A 88339J105 604 2,650 SH   SOLE   2,650 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 28,173 95,932 SH   SOLE   95,932 0 0
TIMKEN CO COM 887389104 2,048 39,889 SH   SOLE   39,889 0 0
TRACTOR SUPPLY CO COM 892356106 14,956 137,461 SH   SOLE   137,461 0 0
TRINET GROUP INC COM 896288107 2,173 32,047 SH   SOLE   32,047 0 0
TYSON FOODS INC CL A 902494103 15,244 188,803 SH   SOLE   188,803 0 0
ULTA BEAUTY INC COM 90384S303 518 1,492 SH   SOLE   1,492 0 0
UNION PACIFIC CORP COM 907818108 1,710 10,113 SH   SOLE   10,113 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,317 81,133 SH   SOLE   81,133 0 0
UNITEDHEALTH GROUP INC COM 91324P102 28,913 118,489 SH   SOLE   118,489 0 0
UPLAND SOFTWARE INC COM 91544A109 1,954 42,913 SH   SOLE   42,913 0 0
URBAN OUTFITTERS INC COM 917047102 1,423 62,546 SH   SOLE   62,546 0 0
US BANCORP DEL COM NEW 902973304 943 18,002 SH   SOLE   18,002 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,223 14,285 SH   SOLE   14,285 0 0
VANECK VECTORS ETF TR VIETNAM ETF 92189F817 261 16,290 SH   SOLE   16,290 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 918 5,493 SH   SOLE   5,493 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 866 3,218 SH   SOLE   3,218 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 359 2,395 SH   SOLE   2,395 0 0
VANGUARD STAR FD VG TL INTL STK F 921909768 387 7,329 SH   SOLE   7,329 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,328 40,754 SH   SOLE   40,754 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,033 11,084 SH   SOLE   11,084 0 0
VISA INC COM CL A 92826C839 39,300 226,448 SH   SOLE   226,448 0 0
VMWARE INC CL A COM 928563402 12,687 75,874 SH   SOLE   75,874 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 966 17,663 SH   SOLE   17,663 0 0
WALMART INC COM 931142103 17,746 160,615 SH   SOLE   160,615 0 0
WASTE MGMT INC DEL COM 94106L109 33,159 287,416 SH   SOLE   287,416 0 0
WEC ENERGY GROUP INC COM 92939U106 2,042 24,491 SH   SOLE   24,491 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 11,101 38,941 SH   SOLE   38,941 0 0
WELLS FARGO CO NEW COM 949746101 333 7,042 SH   SOLE   7,042 0 0
WESTERN ALLIANCE BANCORP COM 957638109 3,153 70,499 SH   SOLE   70,499 0 0
WINTRUST FINL CORP COM 97650W108 15,474 211,505 SH   SOLE   211,505 0 0
WORKDAY INC CL A 98138H101 3,766 18,320 SH   SOLE   18,320 0 0
WORLDPAY INC CL A 981558109 412 3,360 SH   SOLE   3,360 0 0
XCEL ENERGY INC COM 98389B100 345 5,792 SH   SOLE   5,792 0 0
YETI HLDGS INC COM 98585X104 2,240 77,374 SH   SOLE   77,374 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 15,155 72,342 SH   SOLE   72,342 0 0
ZENDESK INC COM 98936J101 576 6,473 SH   SOLE   6,473 0 0
ZOETIS INC CL A 98978V103 6,221 54,813 SH   SOLE   54,813 0 0