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
ABBVIE INC COM 00287Y109 1,848 22,929 SH   SOLE   22,929 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,590 56,890 SH   SOLE   56,890 0 0
ADOBE INC COM 00724F101 5,886 22,086 SH   SOLE   22,086 0 0
ADVANCED MICRO DEVICES INC COM 007903107 529 20,728 SH   SOLE   20,728 0 0
ALASKA AIR GROUP INC COM 011659109 709 12,642 SH   SOLE   12,642 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,413 7,747 SH   SOLE   7,747 0 0
ALPHABET INC CAP STK CL A 02079K305 5,196 4,415 SH   SOLE   4,415 0 0
ALTERYX INC COM CL A 02156B103 467 5,567 SH   SOLE   5,567 0 0
AMAZON COM INC COM 023135106 5,542 3,112 SH   SOLE   3,112 0 0
AMERICAN ELEC PWR CO INC COM 025537101 3,738 44,629 SH   SOLE   44,629 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,983 20,210 SH   SOLE   20,210 0 0
AMGEN INC COM 031162100 2,190 11,530 SH   SOLE   11,530 0 0
AMPHENOL CORP NEW CL A 032095101 5,013 53,082 SH   SOLE   53,082 0 0
AMPLIFY ETF TR EASI TACTICAL 032108706 341 13,996 SH   SOLE   13,996 0 0
AON PLC SHS CL A G0408V102 3,027 17,732 SH   SOLE   17,732 0 0
APPLE INC COM 037833100 6,586 34,671 SH   SOLE   34,671 0 0
APTIV PLC SHS G6095L109 3,044 38,299 SH   SOLE   38,299 0 0
ATLASSIAN CORP PLC CL A G06242104 1,705 15,173 SH   SOLE   15,173 0 0
AURORA CANNABIS INC COM 05156X108 396 43,754 SH   SOLE   43,754 0 0
AUTODESK INC COM 052769106 1,962 12,593 SH   SOLE   12,593 0 0
BANK AMER CORP COM 060505104 831 30,108 SH   SOLE   30,108 0 0
BIOGEN INC COM 09062X103 2,368 10,018 SH   SOLE   10,018 0 0
BIOTELEMETRY INC COM 090672106 710 11,345 SH   SOLE   11,345 0 0
BROADCOM INC COM 11135F101 3,686 12,256 SH   SOLE   12,256 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,803 34,311 SH   SOLE   34,311 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 2,308 45,500 SH   SOLE   45,500 0 0
CELANESE CORP DEL COM 150870103 2,723 27,611 SH   SOLE   27,611 0 0
CENTENE CORP DEL COM 15135B101 3,023 56,928 SH   SOLE   56,928 0 0
CHEVRON CORP NEW COM 166764100 3,620 29,391 SH   SOLE   29,391 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 2,751 53,961 SH   SOLE   53,961 0 0
CHUBB LIMITED COM H1467J104 3,187 22,753 SH   SOLE   22,753 0 0
CISCO SYS INC COM 17275R102 3,165 58,613 SH   SOLE   58,613 0 0
CME GROUP INC COM CL A 12572Q105 3,110 18,899 SH   SOLE   18,899 0 0
COCA COLA CO COM 191216100 1,461 31,186 SH   SOLE   31,186 0 0
COMCAST CORP NEW CL A 20030N101 4,004 100,157 SH   SOLE   100,157 0 0
CONOCOPHILLIPS COM 20825C104 2,856 42,793 SH   SOLE   42,793 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,227 18,406 SH   SOLE   18,406 0 0
CORNING INC COM 219350105 1,655 50,012 SH   SOLE   50,012 0 0
COSTCO WHSL CORP NEW COM 22160K105 7,363 30,409 SH   SOLE   30,409 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 574 4,484 SH   SOLE   4,484 0 0
DANAHER CORPORATION COM 235851102 5,445 41,247 SH   SOLE   41,247 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,646 51,223 SH   SOLE   51,223 0 0
DISNEY WALT CO COM DISNEY 254687106 2,713 24,433 SH   SOLE   24,433 0 0
DOCUSIGN INC COM 256163106 564 10,884 SH   SOLE   10,884 0 0
DROPBOX INC CL A 26210C104 499 22,911 SH   SOLE   22,911 0 0
DTE ENERGY CO COM 233331107 3,586 28,748 SH   SOLE   28,748 0 0
ECOLAB INC COM 278865100 588 3,331 SH   SOLE   3,331 0 0
ELECTRONIC ARTS INC COM 285512109 558 5,495 SH   SOLE   5,495 0 0
EQUINIX INC COM 29444U700 843 1,861 SH   SOLE   1,861 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,627 34,877 SH   SOLE   34,877 0 0
EXPONENT INC COM 30214U102 650 11,253 SH   SOLE   11,253 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,500 14,723 SH   SOLE   14,723 0 0
FACEBOOK INC CL A 30303M102 2,233 13,395 SH   SOLE   13,395 0 0
FEDERATED INVS INC PA CL B 314211103 2,099 71,620 SH   SOLE   71,620 0 0
FEDEX CORP COM 31428X106 768 4,235 SH   SOLE   4,235 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,484 34,679 SH   SOLE   34,679 0 0
FIVE BELOW INC COM 33829M101 759 6,105 SH   SOLE   6,105 0 0
FORTINET INC COM 34959E109 452 5,384 SH   SOLE   5,384 0 0
GENERAL MTRS CO COM 37045V100 1,963 52,919 SH   SOLE   52,919 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 262 13,042 SH   SOLE   13,042 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 470 2,787 SH   SOLE   2,787 0 0
HILL ROM HLDGS INC COM 431475102 2,417 22,829 SH   SOLE   22,829 0 0
HOME DEPOT INC COM 437076102 5,065 26,393 SH   SOLE   26,393 0 0
HONEYWELL INTL INC COM 438516106 5,951 37,449 SH   SOLE   37,449 0 0
HUMANA INC COM 444859102 597 2,244 SH   SOLE   2,244 0 0
IAC INTERACTIVECORP COM 44919P508 903 4,299 SH   SOLE   4,299 0 0
ILLUMINA INC COM 452327109 897 2,887 SH   SOLE   2,887 0 0
INGERSOLL-RAND PLC SHS G47791101 4,331 40,118 SH   SOLE   40,118 0 0
INTEL CORP COM 458140100 1,833 34,128 SH   SOLE   34,128 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,629 34,533 SH   SOLE   34,533 0 0
INTERXION HOLDING N.V SHS N47279109 988 14,802 SH   SOLE   14,802 0 0
INVESCO EXCHANGE TRADED FD T DYNMC BIOTECH 46137V787 223 4,034 SH   SOLE   4,034 0 0
INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639 302 3,302 SH   SOLE   3,302 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 46137V365 222 4,389 SH   SOLE   4,389 0 0
INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 710 5,270 SH   SOLE   5,270 0 0
INVESCO EXCHNG TRADED FD TR CHINA TECHNLGY 46138E800 300 6,116 SH   SOLE   6,116 0 0
INVESCO EXCHNG TRADED FD TR S&P SMLCP DISC 46138E180 204 3,371 SH   SOLE   3,371 0 0
INVITAE CORP COM 46185L103 862 36,824 SH   SOLE   36,824 0 0
ISHARES TR US AER DEF ETF 464288760 376 1,883 SH   SOLE   1,883 0 0
ISHARES TR IBOXX HI YD ETF 464288513 657 7,596 SH   SOLE   7,596 0 0
JPMORGAN CHASE & CO COM 46625H100 5,517 54,497 SH   SOLE   54,497 0 0
KEURIG DR PEPPER INC COM 49271V100 588 21,036 SH   SOLE   21,036 0 0
LENDINGTREE INC NEW COM 52603B107 2,947 8,382 SH   SOLE   8,382 0 0
LILLY ELI & CO COM 532457108 6,638 51,154 SH   SOLE   51,154 0 0
LINDE PLC COM G5494J103 2,724 15,484 SH   SOLE   15,484 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 969 15,250 SH   SOLE   15,250 0 0
LOCKHEED MARTIN CORP COM 539830109 1,137 3,787 SH   SOLE   3,787 0 0
LYFT INC CL A COM 55087P104 684 8,733 SH   SOLE   8,733 0 0
MARATHON PETE CORP COM 56585A102 3,554 59,378 SH   SOLE   59,378 0 0
MASIMO CORP COM 574795100 480 3,472 SH   SOLE   3,472 0 0
MASTERCARD INC CL A 57636Q104 6,173 26,220 SH   SOLE   26,220 0 0
MCDONALDS CORP COM 580135101 4,871 25,649 SH   SOLE   25,649 0 0
MERCK & CO INC COM 58933Y105 4,701 56,528 SH   SOLE   56,528 0 0
MICROSOFT CORP COM 594918104 1,332 11,294 SH   SOLE   11,294 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,953 35,783 SH   SOLE   35,783 0 0
MORGAN STANLEY COM NEW 617446448 2,760 65,412 SH   SOLE   65,412 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,557 25,331 SH   SOLE   25,331 0 0
NETFLIX INC COM 64110L106 2,321 6,510 SH   SOLE   6,510 0 0
NEXTERA ENERGY INC COM 65339F101 586 3,032 SH   SOLE   3,032 0 0
NIKE INC CL B 654106103 1,157 13,738 SH   SOLE   13,738 0 0
NOVARTIS A G SPONSORED ADR 66987V109 3,584 37,278 SH   SOLE   37,278 0 0
NVIDIA CORP COM 67066G104 733 4,083 SH   SOLE   4,083 0 0
OCCIDENTAL PETE CORP COM 674599105 2,815 42,521 SH   SOLE   42,521 0 0
OKTA INC CL A 679295105 1,478 17,867 SH   SOLE   17,867 0 0
PAYCHEX INC COM 704326107 1,208 15,060 SH   SOLE   15,060 0 0
PAYPAL HLDGS INC COM 70450Y103 3,203 30,843 SH   SOLE   30,843 0 0
PEPSICO INC COM 713448108 2,597 21,194 SH   SOLE   21,194 0 0
PG&E CORP COM 69331C108 387 21,732 SH   SOLE   21,732 0 0
PROCTER AND GAMBLE CO COM 742718109 2,536 24,375 SH   SOLE   24,375 0 0
PROLOGIS INC COM 74340W103 2,886 40,105 SH   SOLE   40,105 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,018 7,350 SH   SOLE   7,350 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,124 17,802 SH   SOLE   17,802 0 0
ROKU INC COM CL A 77543R102 2,625 40,696 SH   SOLE   40,696 0 0
ROPER TECHNOLOGIES INC COM 776696106 4,926 14,406 SH   SOLE   14,406 0 0
S&P GLOBAL INC COM 78409V104 971 4,613 SH   SOLE   4,613 0 0
SALESFORCE COM INC COM 79466L302 1,364 8,610 SH   SOLE   8,610 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 390 6,712 SH   SOLE   6,712 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 347 6,252 SH   SOLE   6,252 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 545 8,243 SH   SOLE   8,243 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1,445 56,209 SH   SOLE   56,209 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 776 10,340 SH   SOLE   10,340 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,233 30,169 SH   SOLE   30,169 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 826 14,726 SH   SOLE   14,726 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,664 18,134 SH   SOLE   18,134 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 993 8,722 SH   SOLE   8,722 0 0
SEMTECH CORP COM 816850101 1,882 36,965 SH   SOLE   36,965 0 0
SHAKE SHACK INC CL A 819047101 466 7,883 SH   SOLE   7,883 0 0
SHOPIFY INC CL A 82509L107 2,044 9,893 SH   SOLE   9,893 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 3,185 24,866 SH   SOLE   24,866 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 60 110,800 SH Put SOLE   110,800 0 0
SPDR SERIES TRUST S&P BK ETF 78464A797 275 6,595 SH   SOLE   6,595 0 0
SPLUNK INC COM 848637104 836 6,710 SH   SOLE   6,710 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 583 4,200 SH   SOLE   4,200 0 0
SPROUTS FMRS MKT INC COM 85208M102 572 26,558 SH   SOLE   26,558 0 0
SQUARE INC CL A 852234103 621 8,294 SH   SOLE   8,294 0 0
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1,098 22,718 SH   SOLE   22,718 0 0
STARBUCKS CORP COM 855244109 4,220 56,770 SH   SOLE   56,770 0 0
T MOBILE US INC COM 872590104 2,112 30,563 SH   SOLE   30,563 0 0
TESLA INC COM 88160R101 535 1,913 SH   SOLE   1,913 0 0
TEXAS INSTRS INC COM 882508104 4,057 38,250 SH   SOLE   38,250 0 0
THE TRADE DESK INC COM CL A 88339J105 782 3,953 SH   SOLE   3,953 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,922 14,330 SH   SOLE   14,330 0 0
TRIPADVISOR INC COM 896945201 1,786 34,720 SH   SOLE   34,720 0 0
UNDER ARMOUR INC CL A 904311107 515 24,373 SH   SOLE   24,373 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,163 19,359 SH   SOLE   19,359 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,034 16,315 SH   SOLE   16,315 0 0
UROGEN PHARMA LTD COM M96088105 437 11,817 SH   SOLE   11,817 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,002 35,393 SH   SOLE   35,393 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 399 4,592 SH   SOLE   4,592 0 0
VANGUARD WORLD FDS COMM SRVC ETF 92204A884 755 9,043 SH   SOLE   9,043 0 0
VEEVA SYS INC CL A COM 922475108 554 4,365 SH   SOLE   4,365 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 604 3,281 SH   SOLE   3,281 0 0
VISA INC COM CL A 92826C839 1,767 11,316 SH   SOLE   11,316 0 0
WALMART INC COM 931142103 3,038 31,153 SH   SOLE   31,153 0 0
WESTROCK CO COM 96145D105 2,471 64,430 SH   SOLE   64,430 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 2,972 16,920 SH   SOLE   16,920 0 0
WORKDAY INC CL A 98138H101 3,731 19,347 SH   SOLE   19,347 0 0
XILINX INC COM 983919101 6,784 53,509 SH   SOLE   53,509 0 0
XYLEM INC COM 98419M100 3,140 39,726 SH   SOLE   39,726 0 0
ZOETIS INC CL A 98978V103 1,133 11,257 SH   SOLE   11,257 0 0