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 12,895 178,274 SH   SOLE   178,274 0 0
ABBVIE INC COM 00287Y109 5,821 63,137 SH   SOLE   63,137 0 0
ADOBE INC COM 00724F101 9,635 42,588 SH   SOLE   42,588 0 0
AES CORP COM 00130H105 2,743 189,662 SH   SOLE   189,662 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 773 11,458 SH   SOLE   11,458 0 0
ALLSTATE CORP COM 020002101 759 9,188 SH   SOLE   9,188 0 0
ALPHABET INC CAP STK CL C 02079K107 31,552 30,467 SH   SOLE   30,467 0 0
ALPHABET INC CAP STK CL A 02079K305 1,719 1,645 SH   SOLE   1,645 0 0
AMAZON COM INC COM 023135106 25,645 17,074 SH   SOLE   17,074 0 0
AMBEV SA SPONSORED ADR 02319V103 1,761 449,183 SH   SOLE   449,183 0 0
AMEDISYS INC COM 023436108 3,291 28,106 SH   SOLE   28,106 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 2,114 109,378 SH   SOLE   109,378 0 0
AMERICAN TOWER CORP NEW COM 03027X100 4,694 29,673 SH   SOLE   29,673 0 0
AMGEN INC COM 031162100 5,658 29,064 SH   SOLE   29,064 0 0
ANALOG DEVICES INC COM 032654105 2,511 29,256 SH   SOLE   29,256 0 0
ANAPLAN INC COM 03272L108 1,452 54,712 SH   SOLE   54,712 0 0
ANTHEM INC COM 036752103 7,719 29,392 SH   SOLE   29,392 0 0
APPLE INC COM 037833100 33,130 210,031 SH   SOLE   210,031 0 0
APPLIED MATLS INC COM 038222105 3,636 111,071 SH   SOLE   111,071 0 0
AT&T INC COM 00206R102 5,756 201,694 SH   SOLE   201,694 0 0
AUTOZONE INC COM 053332102 1,377 1,642 SH   SOLE   1,642 0 0
BROADCOM INC COM 11135F101 3,676 14,455 SH   SOLE   14,455 0 0
BANK AMER CORP COM 060505104 14,485 587,864 SH   SOLE   587,864 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,427 94,060 SH   SOLE   94,060 0 0
BAXTER INTL INC COM 071813109 5,580 84,771 SH   SOLE   84,771 0 0
BECTON DICKINSON & CO COM 075887109 5,690 25,254 SH   SOLE   25,254 0 0
BERRY GLOBAL GROUP INC COM 08579W103 746 15,695 SH   SOLE   15,695 0 0
BEST BUY INC COM 086516101 1,437 27,136 SH   SOLE   27,136 0 0
BIOGEN INC COM 09062X103 4,419 14,685 SH   SOLE   14,685 0 0
BLOCK H & R INC COM 093671105 1,918 75,607 SH   SOLE   75,607 0 0
BOEING CO COM 097023105 6,212 19,263 SH   SOLE   19,263 0 0
BOOKING HLDGS INC COM 09857L108 8,256 4,793 SH   SOLE   4,793 0 0
BOSTON SCIENTIFIC CORP COM 101137107 10,703 302,858 SH   SOLE   302,858 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 371 8,533 SH   SOLE   8,533 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,399 31,731 SH   SOLE   31,731 0 0
CASEYS GEN STORES INC COM 147528103 3,639 28,399 SH   SOLE   28,399 0 0
CBRE GROUP INC CL A 12504L109 2,023 50,523 SH   SOLE   50,523 0 0
CELGENE CORP COM 151020104 4,253 66,358 SH   SOLE   66,358 0 0
CENTURYLINK INC COM 156700106 1,296 85,574 SH   SOLE   85,574 0 0
CHURCH & DWIGHT INC COM 171340102 2,255 34,286 SH   SOLE   34,286 0 0
CIGNA CORP NEW COM 125523100 8,434 44,410 SH   SOLE   44,410 0 0
CIRRUS LOGIC INC COM 172755100 1,734 52,272 SH   SOLE   52,272 0 0
CISCO SYS INC COM 17275R102 5,557 128,254 SH   SOLE   128,254 0 0
CITIGROUP INC COM NEW 172967424 3,273 62,867 SH   SOLE   62,867 0 0
CITIZENS FINL GROUP INC COM 174610105 1,477 49,696 SH   SOLE   49,696 0 0
COCA COLA CO COM 191216100 14,942 315,568 SH   SOLE   315,568 0 0
COMCAST CORP NEW CL A 20030N101 1,884 55,316 SH   SOLE   55,316 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 1,673 207,370 SH   SOLE   207,370 0 0
CONOCOPHILLIPS COM 20825C104 4,528 72,625 SH   SOLE   72,625 0 0
CORELOGIC INC COM 21871D103 1,833 54,842 SH   SOLE   54,842 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,186 20,547 SH   SOLE   20,547 0 0
CSX CORP COM 126408103 4,275 68,812 SH   SOLE   68,812 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 904 33,397 SH   SOLE   33,397 0 0
CVS HEALTH CORP COM 126650100 4,295 65,550 SH   SOLE   65,550 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 1,322 140,000 SH   SOLE   140,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,694 18,269 SH   SOLE   18,269 0 0
DIGITAL RLTY TR INC COM 253868103 6,207 58,250 SH   SOLE   58,250 0 0
DISNEY WALT CO COM DISNEY 254687106 6,061 55,276 SH   SOLE   55,276 0 0
DOMINOS PIZZA INC COM 25754A201 10,934 44,091 SH   SOLE   44,091 0 0
DOMTAR CORP COM NEW 257559203 1,403 39,948 SH   SOLE   39,948 0 0
DUNKIN BRANDS GROUP INC COM 265504100 1,450 22,615 SH   SOLE   22,615 0 0
EQT CORP COM 26884L109 1,264 66,908 SH   SOLE   66,908 0 0
EXPEDIA GROUP INC COM NEW 30212P303 7,327 65,040 SH   SOLE   65,040 0 0
EXXON MOBIL CORP COM 30231G102 664 9,737 SH   SOLE   9,737 0 0
FACEBOOK INC CL A 30303M102 11,236 85,711 SH   SOLE   85,711 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,693 42,501 SH   SOLE   42,501 0 0
FOOT LOCKER INC COM 344849104 904 16,997 SH   SOLE   16,997 0 0
FORTINET INC COM 34959E109 2,807 39,859 SH   SOLE   39,859 0 0
GILEAD SCIENCES INC COM 375558103 4,556 72,842 SH   SOLE   72,842 0 0
GRAHAM HLDGS CO COM 384637104 1,890 2,951 SH   SOLE   2,951 0 0
GRAINGER W W INC COM 384802104 2,055 7,277 SH   SOLE   7,277 0 0
HARLEY DAVIDSON INC COM 412822108 2,086 61,127 SH   SOLE   61,127 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 1,632 27,687 SH   SOLE   27,687 0 0
HESS CORP COM 42809H107 2,705 66,779 SH   SOLE   66,779 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,208 167,118 SH   SOLE   167,118 0 0
HILL ROM HLDGS INC COM 431475102 3,460 39,069 SH   SOLE   39,069 0 0
HOLLYFRONTIER CORP COM 436106108 585 11,438 SH   SOLE   11,438 0 0
HOME DEPOT INC COM 437076102 6,934 40,359 SH   SOLE   40,359 0 0
HOST HOTELS & RESORTS INC COM 44107P104 1,932 115,897 SH   SOLE   115,897 0 0
HP INC COM 40434L105 4,070 198,924 SH   SOLE   198,924 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,512 158,777 SH   SOLE   158,777 0 0
INSPERITY INC COM 45778Q107 733 7,855 SH   SOLE   7,855 0 0
INTEL CORP COM 458140100 6,700 142,768 SH   SOLE   142,768 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 4,919 43,270 SH   SOLE   43,270 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,905 92,349 SH   SOLE   92,349 0 0
INTUIT COM 461202103 4,436 22,537 SH   SOLE   22,537 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,164 8,695 SH   SOLE   8,695 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,709 31,614 SH   SOLE   31,614 0 0
IQVIA HLDGS INC COM 46266C105 4,239 36,489 SH   SOLE   36,489 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 1,316 144,021 SH   SOLE   144,021 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 1,761 84,975 SH   SOLE   84,975 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,948 15,717 SH   SOLE   15,717 0 0
JOHNSON & JOHNSON COM 478160104 6,264 48,541 SH   SOLE   48,541 0 0
JONES LANG LASALLE INC COM 48020Q107 2,380 18,802 SH   SOLE   18,802 0 0
JPMORGAN CHASE & CO COM 46625H100 14,275 146,230 SH   SOLE   146,230 0 0
JUNIPER NETWORKS INC COM 48203R104 843 31,341 SH   SOLE   31,341 0 0
KIMCO RLTY CORP COM 49446R109 1,110 75,778 SH   SOLE   75,778 0 0
KINDER MORGAN INC DEL COM 49456B101 2,347 152,589 SH   SOLE   152,589 0 0
LAMB WESTON HLDGS INC COM 513272104 2,036 27,684 SH   SOLE   27,684 0 0
LHC GROUP INC COM 50187A107 3,365 35,842 SH   SOLE   35,842 0 0
LILLY ELI & CO COM 532457108 5,684 49,117 SH   SOLE   49,117 0 0
LOUISIANA PAC CORP COM 546347105 2,434 109,538 SH   SOLE   109,538 0 0
LULULEMON ATHLETICA INC COM 550021109 5,383 44,261 SH   SOLE   44,261 0 0
MARATHON OIL CORP COM 565849106 2,064 143,947 SH   SOLE   143,947 0 0
MARRIOTT INTL INC NEW CL A 571903202 5,107 47,041 SH   SOLE   47,041 0 0
MARTIN MARIETTA MATLS INC COM 573284106 4,314 25,103 SH   SOLE   25,103 0 0
MASTERCARD INCORPORATED CL A 57636Q104 17,127 90,789 SH   SOLE   90,789 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,473 17,761 SH   SOLE   17,761 0 0
MCDONALDS CORP COM 580135101 13,567 76,403 SH   SOLE   76,403 0 0
MEDTRONIC PLC SHS G5960L103 14,082 154,814 SH   SOLE   154,814 0 0
MERCK & CO INC COM 58933Y105 15,827 207,137 SH   SOLE   207,137 0 0
MICROSOFT CORP COM 594918104 34,043 335,172 SH   SOLE   335,172 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 1,791 255,789 SH   SOLE   255,789 0 0
MOLSON COORS BREWING CO CL B 60871R209 1,956 34,823 SH   SOLE   34,823 0 0
MOODYS CORP COM 615369105 4,159 29,696 SH   SOLE   29,696 0 0
MORGAN STANLEY COM NEW 617446448 4,497 113,407 SH   SOLE   113,407 0 0
MURPHY OIL CORP COM 626717102 2,155 92,128 SH   SOLE   92,128 0 0
NETAPP INC COM 64110D104 1,762 29,522 SH   SOLE   29,522 0 0
NETFLIX INC COM 64110L106 6,021 22,496 SH   SOLE   22,496 0 0
NIKE INC CL B 654106103 9,520 128,407 SH   SOLE   128,407 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,316 28,859 SH   SOLE   28,859 0 0
NRG ENERGY INC COM NEW 629377508 1,020 25,750 SH   SOLE   25,750 0 0
NVIDIA CORP COM 67066G104 5,294 39,654 SH   SOLE   39,654 0 0
OMNICOM GROUP INC COM 681919106 3,435 46,905 SH   SOLE   46,905 0 0
PAYPAL HLDGS INC COM 70450Y103 14,270 169,694 SH   SOLE   169,694 0 0
PEPSICO INC COM 713448108 10,606 96,000 SH   SOLE   96,000 0 0
PFIZER INC COM 717081103 7,111 162,905 SH   SOLE   162,905 0 0
PROCTER AND GAMBLE CO COM 742718109 8,306 90,356 SH   SOLE   90,356 0 0
PROLOGIS INC COM 74340W103 15,402 262,295 SH   SOLE   262,295 0 0
PRUDENTIAL FINL INC COM 744320102 3,187 39,075 SH   SOLE   39,075 0 0
QUALCOMM INC COM 747525103 2,443 42,931 SH   SOLE   42,931 0 0
QUALYS INC COM 74758T303 2,321 31,050 SH   SOLE   31,050 0 0
RALPH LAUREN CORP CL A 751212101 1,919 18,551 SH   SOLE   18,551 0 0
REGENERON PHARMACEUTICALS COM 75886F107 879 2,354 SH   SOLE   2,354 0 0
REPUBLIC SVCS INC COM 760759100 7,949 110,270 SH   SOLE   110,270 0 0
ROSS STORES INC COM 778296103 6,111 73,445 SH   SOLE   73,445 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 1,349 81,871 SH   SOLE   81,871 0 0
SALESFORCE COM INC COM 79466L302 9,634 70,340 SH   SOLE   70,340 0 0
STARBUCKS CORP COM 855244109 15,242 236,674 SH   SOLE   236,674 0 0
STEEL DYNAMICS INC COM 858119100 1,997 66,468 SH   SOLE   66,468 0 0
STRYKER CORP COM 863667101 6,934 44,237 SH   SOLE   44,237 0 0
SVB FINL GROUP COM 78486Q101 3,595 18,930 SH   SOLE   18,930 0 0
SYSCO CORP COM 871829107 1,656 26,434 SH   SOLE   26,434 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 8,748 237,012 SH   SOLE   237,012 0 0
TARGET CORP COM 87612E106 2,313 35,004 SH   SOLE   35,004 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,576 132,079 SH   SOLE   132,079 0 0
TELEPHONE & DATA SYS INC COM COM NEW 879433829 1,596 49,053 SH   SOLE   49,053 0 0
TERADATA CORP DEL COM 88076W103 1,581 41,220 SH   SOLE   41,220 0 0
TJX COS INC NEW COM 872540109 6,998 156,406 SH   SOLE   156,406 0 0
TRACTOR SUPPLY CO COM 892356106 2,897 34,718 SH   SOLE   34,718 0 0
UNITEDHEALTH GROUP INC COM 91324P102 22,856 91,747 SH   SOLE   91,747 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,165 15,542 SH   SOLE   15,542 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 34,676 271,691 SH   SOLE   271,691 0 0
VANGUARD STAR FD VG TL INTL STK F 921909768 12,240 259,219 SH   SOLE   259,219 0 0
VARONIS SYS INC COM 922280102 2,045 38,658 SH   SOLE   38,658 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 14,290 254,181 SH   SOLE   254,181 0 0
VISA INC COM CL A 92826C839 25,600 194,030 SH   SOLE   194,030 0 0
VMWARE INC CL A COM 928563402 2,587 18,865 SH   SOLE   18,865 0 0
VULCAN MATLS CO COM 929160109 4,416 44,695 SH   SOLE   44,695 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,924 57,424 SH   SOLE   57,424 0 0
WALMART INC COM 931142103 8,087 86,817 SH   SOLE   86,817 0 0
WELLTOWER INC COM 95040Q104 7,621 109,790 SH   SOLE   109,790 0 0
WORLDPAY INC CL A 981558109 2,888 37,791 SH   SOLE   37,791 0 0
XILINX INC COM 983919101 2,562 30,082 SH   SOLE   30,082 0 0
YY INC ADS REPCOM CLA 98426T106 836 13,968 SH   SOLE   13,968 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 18,923 599,206 SH   SOLE   599,206 0 0
ZOETIS INC CL A 98978V103 7,764 90,769 SH   SOLE   90,769 0 0