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 648 4,154 SH   SOLE   4,154 0 0
ABBVIE INC COM 00287Y109 2,595 26,432 SH   SOLE   26,432 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,298 12,119 SH   SOLE   12,119 0 0
ALPHABET INC CAP STK CL C 02079K107 240 170 SH   SOLE   170 0 0
ALPHABET INC CAP STK CL A 02079K305 1,696 1,196 SH   SOLE   1,196 0 0
AMERISOURCEBERGEN CORP COM 03073E105 2,764 27,428 SH   SOLE   27,428 0 0
AMGEN INC COM 031162100 2,702 11,455 SH   SOLE   11,455 0 0
APPLE INC COM 037833100 4,741 12,997 SH   SOLE   12,997 0 0
APPLIED MATLS INC COM 038222105 2,591 42,854 SH   SOLE   42,854 0 0
BEST BUY INC COM 086516101 2,951 33,810 SH   SOLE   33,810 0 0
BIOGEN INC COM 09062X103 2,513 9,392 SH   SOLE   9,392 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 51 14,153 SH   SOLE   14,153 0 0
CATERPILLAR INC DEL COM 149123101 830 6,559 SH   SOLE   6,559 0 0
CELANESE CORP DEL COM 150870103 903 10,454 SH   SOLE   10,454 0 0
CISCO SYS INC COM 17275R102 2,791 59,852 SH   SOLE   59,852 0 0
CITRIX SYS INC COM 177376100 1,408 9,521 SH   SOLE   9,521 0 0
CONOCOPHILLIPS COM 20825C104 1,215 28,917 SH   SOLE   28,917 0 0
CUMMINS INC COM 231021106 1,814 10,468 SH   SOLE   10,468 0 0
DAVITA INC COM 23918K108 2,255 28,492 SH   SOLE   28,492 0 0
DELL TECHNOLOGIES INC CL C 24703L202 281 5,116 SH   SOLE   5,116 0 0
DISCOVER FINL SVCS COM 254709108 940 18,764 SH   SOLE   18,764 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 927 18,641 SH   SOLE   18,641 0 0
EBAY INC. COM 278642103 2,659 50,697 SH   SOLE   50,697 0 0
ELECTRONIC ARTS INC COM 285512109 1,146 8,676 SH   SOLE   8,676 0 0
F5 NETWORKS INC COM 315616102 978 7,012 SH   SOLE   7,012 0 0
FACEBOOK INC CL A 30303M102 355 1,565 SH   SOLE   1,565 0 0
GILEAD SCIENCES INC COM 375558103 2,029 26,369 SH   SOLE   26,369 0 0
GODADDY INC CL A 380237107 298 4,068 SH   SOLE   4,068 0 0
HUMANA INC COM 444859102 710 1,830 SH   SOLE   1,830 0 0
INTEL CORP COM 458140100 2,336 39,046 SH   SOLE   39,046 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,287 10,654 SH   SOLE   10,654 0 0
INTERPUBLIC GROUP COS INC COM 460690100 459 26,770 SH   SOLE   26,770 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,814 30,769 SH   SOLE   30,769 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 876 7,941 SH   SOLE   7,941 0 0
KLA CORP COM NEW 482480100 2,291 11,778 SH   SOLE   11,778 0 0
LAM RESEARCH CORP COM 512807108 3,098 9,577 SH   SOLE   9,577 0 0
LAS VEGAS SANDS CORP COM 517834107 682 14,978 SH   SOLE   14,978 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 1,821 30,040 SH   SOLE   30,040 0 0
MICRON TECHNOLOGY INC COM 595112103 404 7,832 SH   SOLE   7,832 0 0
MICROSOFT CORP COM 594918104 4,253 20,900 SH   SOLE   20,900 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,455 21,524 SH   SOLE   21,524 0 0
OMNICOM GROUP INC COM 681919106 1,094 20,029 SH   SOLE   20,029 0 0
ORACLE CORP COM 68389X105 2,754 49,836 SH   SOLE   49,836 0 0
PACCAR INC COM 693718108 533 7,119 SH   SOLE   7,119 0 0
PULTE GROUP INC COM 745867101 730 21,459 SH   SOLE   21,459 0 0
QUALCOMM INC COM 747525103 2,945 32,293 SH   SOLE   32,293 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,920 9,015 SH   SOLE   9,015 0 0
SCHWAB CHARLES CORP COM 808513105 988 29,275 SH   SOLE   29,275 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 421 8,701 SH   SOLE   8,701 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,048 27,700 SH Call SOLE   27,700 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,458 11,403 SH   SOLE   11,403 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,564 37,500 SH Put SOLE   37,500 0 0
SPDR SER TR S&P BK ETF 78464A797 885 28,072 SH   SOLE   28,072 0 0
SYNCHRONY FINANCIAL COM 87165B103 313 14,118 SH   SOLE   14,118 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 350 9,612 SH   SOLE   9,612 0 0
TERADYNE INC COM 880770102 2,958 34,998 SH   SOLE   34,998 0 0
TEXAS INSTRS INC COM 882508104 2,289 18,026 SH   SOLE   18,026 0 0
UNITED RENTALS INC COM 911363109 627 4,208 SH   SOLE   4,208 0 0
VANECK VECTORS ETF TR GAMING ETF 92189F882 370 11,121 SH   SOLE   11,121 0 0
VMWARE INC CL A COM 928563402 1,356 8,757 SH   SOLE   8,757 0 0
WESTERN UN CO COM 959802109 1,008 46,615 SH   SOLE   46,615 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 6,744 26,600 SH Put SOLE   26,600 0 0