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 19,000 163,891 SH   SOLE   0 163,891 0
ACTIVISION BLIZZARD INC COM 00507V109 326 3,420 SH   SOLE   0 3,420 0
ADOBE INC COM 00724F101 31,447 53,697 SH   SOLE   0 53,697 0
ADVANCED MICRO DEVICES INC COM 007903107 1,808 19,248 SH   SOLE   0 19,248 0
ALLY FINANCIAL INC COM 02005N100 15,310 307,182 SH   SOLE   0 307,182 0
ALPHABET INC CLASS A COM 02079K305 95,081 38,939 SH   SOLE   0 38,939 0
AMAZON COM INC COM 023135106 103,497 30,085 SH   SOLE   0 30,085 0
AMERICAN EAGLE OUTFITTERS INC COM 02553E106 17,016 453,392 SH   SOLE   0 453,392 0
ANTHEM INC COM 036752103 19,590 51,309 SH   SOLE   0 51,309 0
APPLE INC COM 037833100 104,088 759,986 SH   SOLE   0 759,986 0
BANK OF AMERICA CORPORATION COM 060505104 38,588 935,909 SH   SOLE   0 935,909 0
BOSTON SCIENTIFIC CORP COM 101137107 11,333 265,038 SH   SOLE   0 265,038 0
BROADCOM INC COM 11135F101 17,589 36,887 SH   SOLE   0 36,887 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 21,773 140,755 SH   SOLE   0 140,755 0
CATERPILLAR INC DEL COM 149123101 255 1,170 SH   SOLE   0 1,170 0
CISCO SYS INC COM 17275R102 29,897 564,102 SH   SOLE   0 564,102 0
COMCAST CORP NEW CL A COM 20030N101 25,456 446,448 SH   SOLE   0 446,448 0
CONOCOPHILLIPS COM 20825C104 14,133 232,075 SH   SOLE   0 232,075 0
CONSTELLATION BRANDS INC CL A COM 21036P108 31,079 132,880 SH   SOLE   0 132,880 0
COSTCO WHSL CORP NEW COM 22160K105 36,007 91,003 SH   SOLE   0 91,003 0
CUMMINS INC COM 231021106 24,519 100,565 SH   SOLE   0 100,565 0
DATADOG INC COM 23804L103 757 7,270 SH   SOLE   0 7,270 0
DISNEY WALT CO COM 254687106 23,031 131,031 SH   SOLE   0 131,031 0
EOG RES INC COM 26875P101 20,730 248,442 SH   SOLE   0 248,442 0
FACEBOOK INC COM 30303M102 65,861 189,413 SH   SOLE   0 189,413 0
FIVE BELOW INC COM 33829M101 11,487 59,436 SH   SOLE   0 59,436 0
FREEPORT MCMORAN COPPER&GOLD COM 35671D857 8,718 234,933 SH   SOLE   0 234,933 0
GENERAL MOTORS CO COM 37045V100 22,507 380,382 SH   SOLE   0 380,382 0
GOLDMAN SACHS GROUP INC COM 38141G104 11,439 30,139 SH   SOLE   0 30,139 0
HOME DEPOT INC COM 437076102 28,963 90,824 SH   SOLE   0 90,824 0
HONEYWELL INTL INC COM 438516106 31,913 145,487 SH   SOLE   0 145,487 0
INTL PAPER CO COM 460146103 258 4,204 SH   SOLE   0 4,204 0
INTUIT INC COM 461202103 534 1,090 SH   SOLE   0 1,090 0
IRON MTN INC REIT NEW COM 46284V101 6,859 162,070 SH   SOLE   0 162,070 0
JOHNSON & JOHNSON COM 478160104 31,840 193,276 SH   SOLE   0 193,276 0
JPMORGAN CHASE & CO COM 46625H100 50,838 326,846 SH   SOLE   0 326,846 0
KRAFT HEINZ COMPANY COM 500754106 217 5,330 SH   SOLE   0 5,330 0
LAMAR ADVERTISING COMPANY COM 512816109 7,258 69,508 SH   SOLE   0 69,508 0
LILLY ELI & CO COM 532457108 11,642 50,722 SH   SOLE   0 50,722 0
LINDE PLC COM G5494J103 20,521 70,981 SH   SOLE   0 70,981 0
LOCKHEED MARTIN CORP COM 539830109 216 571 SH   SOLE   0 571 0
LULULEMON ATHLETICA INC COM 550021109 3,278 8,982 SH   SOLE   0 8,982 0
MEDTRONIC PLC COM G5960L103 28,626 230,613 SH   SOLE   0 230,613 0
MICRON TECHNOLOGY INC COM 595112103 25,387 298,746 SH   SOLE   0 298,746 0
MICROSOFT CORP COM 594918104 105,829 390,658 SH   SOLE   0 390,658 0
MORGAN STANLEY COM 617446448 52,353 570,977 SH   SOLE   0 570,977 0
NIKE INC COM 654106103 6,905 44,698 SH   SOLE   0 44,698 0
NORFOLK SOUTHERN CORP COM 655844108 32,918 124,028 SH   SOLE   0 124,028 0
NORTHROP GRUMMAN CORP COM 666807102 676 1,859 SH   SOLE   0 1,859 0
NVIDIA CORP COM 67066G104 48,976 61,212 SH   SOLE   0 61,212 0
ORACLE CORP COM 68389X105 7,494 96,268 SH   SOLE   0 96,268 0
PALO ALTO NETWORKS INC COM 697435105 30,174 81,321 SH   SOLE   0 81,321 0
PAYPAL HOLDINGS INC COM 70450Y103 45,550 156,273 SH   SOLE   0 156,273 0
PNC BANK CORP COM 693475105 17,515 91,819 SH   SOLE   0 91,819 0
PPG INDS INC COM 693506107 13,970 82,286 SH   SOLE   0 82,286 0
REVOLVE GROUP INC COM 76156B107 800 11,610 SH   SOLE   0 11,610 0
ROCKWELL AUTOMATION INC COM 773903109 17,178 60,060 SH   SOLE   0 60,060 0
SCHLUMBERGER LTD COM 806857108 22,925 716,178 SH   SOLE   0 716,178 0
SEALED AIR CORP NEW COM 81211K100 20,008 337,687 SH   SOLE   0 337,687 0
SENSATA TECHNOLOGIES HOLDING P COM G8060N102 6,543 112,861 SH   SOLE   0 112,861 0
SHOPIFY INC CL A COM 82509L107 728 498 SH   SOLE   0 498 0
SIX FLAGS ENTERTAINMENT CORPOR COM 83001A102 10,235 236,476 SH   SOLE   0 236,476 0
SNAP INC COM 83304A106 8,452 124,035 SH   SOLE   0 124,035 0
STARBUCKS CORP COM 855244109 27,131 242,650 SH   SOLE   0 242,650 0
SYNOPSYS INC COM 871607107 18,199 65,988 SH   SOLE   0 65,988 0
T MOBILE US INC COM 872590104 15,059 103,978 SH   SOLE   0 103,978 0
TARGET CORP COM 87612E106 40,456 167,352 SH   SOLE   0 167,352 0
TESLA MOTORS INC COM 88160R101 14,102 20,747 SH   SOLE   0 20,747 0
TEXAS INSTRS INC COM 882508104 404 2,099 SH   SOLE   0 2,099 0
TRACTOR SUPPLY CO COM 892356106 663 3,565 SH   SOLE   0 3,565 0
UNION PAC CORP COM 907818108 22,916 104,196 SH   SOLE   0 104,196 0
UNITED PARCEL SERVICES INC COM 911312106 22,989 110,542 SH   SOLE   0 110,542 0
UNITEDHEALTH GROUP INC COM 91324P102 35,773 89,334 SH   SOLE   0 89,334 0
UNIVERSAL DISPLAY CORP COM 91347P105 9,022 40,581 SH   SOLE   0 40,581 0
V F CORP COM 918204108 10,530 128,346 SH   SOLE   0 128,346 0
VISA INC CL A COM 92826C839 53,474 228,697 SH   SOLE   0 228,697 0
WELLS FARGO & CO NEW COM 949746101 6,961 153,699 SH   SOLE   0 153,699 0
WIX.COM LTD COM M98068105 14,173 48,826 SH   SOLE   0 48,826 0
ZOETIS INC CL A COM 98978V103 11,802 63,327 SH   SOLE   0 63,327 0
SPDR S&P 500 ETF TRUST COM 78462F103 9,708 22,680 SH   SOLE   0 22,680 0
VANGUARD REAL ESTATE ETF COM 922908553 212 2,080 SH   SOLE   0 2,080 0
VANGUARD S&P 500 ETF COM 922908363 266 675 SH   SOLE   0 675 0
VANGUARD 500 INDEX FD ADMIRAL COM 922908710 512 1,293 SH   SOLE   0 1,293 0
ABBOTT LABS COM 002824100 28,253 243,711 SH   SOLE   0 243,711 0
ADOBE INC COM 00724F101 47,429 80,987 SH   SOLE   0 80,987 0
ADVANCED MICRO DEVICES INC COM 007903107 12,319 131,149 SH   SOLE   0 131,149 0
ALIBABA GROUP HLDG SPON ADR COM 01609W102 1,180 5,204 SH   SOLE   0 5,204 0
ALPHABET INC CLASS A COM 02079K305 140,615 57,587 SH   SOLE   0 57,587 0
ALPHABET INC CLASS C NON-VOTIN COM 02079K107 5,186 2,069 SH   SOLE   0 2,069 0
ALTRIA GROUP INC COM COM 02209S103 208 4,372 SH   SOLE   0 4,372 0
AMAZON COM INC COM 023135106 158,987 46,215 SH   SOLE   0 46,215 0
ANTHEM INC COM 036752103 35,358 92,610 SH   SOLE   0 92,610 0
APPLE INC COM 037833100 184,657 1,348,257 SH   SOLE   0 1,348,257 0
BANK OF AMERICA CORPORATION COM 060505104 77,725 1,885,150 SH   SOLE   0 1,885,150 0
BLACKROCK INC COM 09247X101 1,050 1,200 SH   SOLE   0 1,200 0
BOSTON SCIENTIFIC CORP COM 101137107 12,041 281,596 SH   SOLE   0 281,596 0
CHARTER COMMUNICATIONS INC NEW COM 16119P108 201 278 SH   SOLE   0 278 0
CISCO SYS INC COM 17275R102 32,823 619,297 SH   SOLE   0 619,297 0
CITIGROUP INC NEW COM 172967424 1,682 23,775 SH   SOLE   0 23,775 0
COMCAST CORP NEW CL A COM 20030N101 53,991 946,870 SH   SOLE   0 946,870 0
CONOCOPHILLIPS COM 20825C104 26,005 427,007 SH   SOLE   0 427,007 0
CONSTELLATION BRANDS INC CL A COM 21036P108 45,620 195,047 SH   SOLE   0 195,047 0
COSTCO WHSL CORP NEW COM 22160K105 45,840 115,853 SH   SOLE   0 115,853 0
CUMMINS INC COM 231021106 32,185 132,010 SH   SOLE   0 132,010 0
DEERE & CO COM 244199105 245 696 SH   SOLE   0 696 0
DISCOVER FINANCIAL SERVICES COM 254709108 360 3,044 SH   SOLE   0 3,044 0
DISNEY WALT CO COM 254687106 31,083 176,837 SH   SOLE   0 176,837 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107 2,560 106,100 SH   SOLE   0 106,100 0
EOG RES INC COM 26875P101 29,356 351,818 SH   SOLE   0 351,818 0
FACEBOOK INC COM 30303M102 105,041 302,095 SH   SOLE   0 302,095 0
GENERAL MOTORS CO COM 37045V100 25,402 429,311 SH   SOLE   0 429,311 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,632 4,300 SH   SOLE   0 4,300 0
HOME DEPOT INC COM 437076102 35,058 109,936 SH   SOLE   0 109,936 0
HONEYWELL INTL INC COM 438516106 59,518 271,339 SH   SOLE   0 271,339 0
JOHNSON & JOHNSON COM 478160104 58,622 355,847 SH   SOLE   0 355,847 0
JPMORGAN CHASE & CO COM 46625H100 75,857 487,701 SH   SOLE   0 487,701 0
LILLY ELI & CO COM 532457108 22,162 96,559 SH   SOLE   0 96,559 0
LINDE PLC COM G5494J103 37,957 131,292 SH   SOLE   0 131,292 0
LULULEMON ATHLETICA INC COM 550021109 23,624 64,729 SH   SOLE   0 64,729 0
MEDTRONIC PLC COM G5960L103 46,552 375,025 SH   SOLE   0 375,025 0
MICRON TECHNOLOGY INC COM 595112103 36,893 434,136 SH   SOLE   0 434,136 0
MICROSOFT CORP COM 594918104 178,104 657,454 SH   SOLE   0 657,454 0
MORGAN STANLEY COM 617446448 84,715 923,924 SH   SOLE   0 923,924 0
NIKE INC COM 654106103 44,652 289,029 SH   SOLE   0 289,029 0
NORFOLK SOUTHERN CORP COM 655844108 60,767 228,956 SH   SOLE   0 228,956 0
NVIDIA CORP COM 67066G104 65,155 81,433 SH   SOLE   0 81,433 0
PALO ALTO NETWORKS INC COM 697435105 31,016 83,591 SH   SOLE   0 83,591 0
PAYPAL HOLDINGS INC COM 70450Y103 61,818 212,083 SH   SOLE   0 212,083 0
PHILIP MORRIS INTERNATIONAL IN COM 718172109 254 2,561 SH   SOLE   0 2,561 0
PNC BANK CORP COM 693475105 43,158 226,240 SH   SOLE   0 226,240 0
PROCTER & GAMBLE CO. COM 742718109 628 4,657 SH   SOLE   0 4,657 0
ROCKWELL AUTOMATION INC COM 773903109 24,172 84,510 SH   SOLE   0 84,510 0
SCHLUMBERGER LTD COM 806857108 36,296 1,133,898 SH   SOLE   0 1,133,898 0
STARBUCKS CORP COM 855244109 42,736 382,216 SH   SOLE   0 382,216 0
T MOBILE US INC COM 872590104 1,544 10,658 SH   SOLE   0 10,658 0
TARGET CORP COM 87612E106 51,691 213,829 SH   SOLE   0 213,829 0
UNION PAC CORP COM 907818108 35,370 160,823 SH   SOLE   0 160,823 0
UNITEDHEALTH GROUP INC COM 91324P102 59,966 149,750 SH   SOLE   0 149,750 0
VISA INC CL A COM 92826C839 86,899 371,650 SH   SOLE   0 371,650 0
WELLS FARGO & CO NEW COM 949746101 47,394 1,046,457 SH   SOLE   0 1,046,457 0
WILLIAMS COS INC DEL COM 969457100 1,112 41,900 SH   SOLE   0 41,900 0
SPDR S&P 500 ETF TRUST COM 78462F103 1,300 3,037 SH   SOLE   0 3,037 0