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
MICROSOFT CORP COM 594918104 39,983 339,013 SH   SOLE   339,013 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 39,670 274,132 SH   SOLE   274,132 0 0
APPLE INC COM 037833100 35,430 186,523 SH   SOLE   186,523 0 0
ALPHABET INC CAP STK CL C 02079K107 34,350 29,276 SH   SOLE   29,276 0 0
AMAZON COM INC COM 023135106 28,855 16,204 SH   SOLE   16,204 0 0
VISA INC COM CL A 92826C839 28,711 183,819 SH   SOLE   183,819 0 0
COCA COLA CO COM 191216100 20,718 442,130 SH   SOLE   442,130 0 0
MERCK & CO INC COM 58933Y105 18,881 227,018 SH   SOLE   227,018 0 0
PROLOGIS INC COM 74340W103 18,719 260,170 SH   SOLE   260,170 0 0
CISCO SYS INC COM 17275R102 18,272 338,439 SH   SOLE   338,439 0 0
BANK AMER CORP COM 060505104 17,917 649,386 SH   SOLE   649,386 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 17,465 295,371 SH   SOLE   295,371 0 0
MASTERCARD INC CL A 57636Q104 17,464 74,172 SH   SOLE   74,172 0 0
FACEBOOK INC CL A 30303M102 17,288 103,712 SH   SOLE   103,712 0 0
ABBOTT LABS COM 002824100 17,143 214,446 SH   SOLE   214,446 0 0
PROCTER AND GAMBLE CO COM 742718109 17,055 163,907 SH   SOLE   163,907 0 0
STARBUCKS CORP COM 855244109 17,049 229,336 SH   SOLE   229,336 0 0
PAYPAL HLDGS INC COM 70450Y103 15,234 146,703 SH   SOLE   146,703 0 0
UNITEDHEALTH GROUP INC COM 91324P102 15,138 61,225 SH   SOLE   61,225 0 0
JPMORGAN CHASE & CO COM 46625H100 14,652 144,742 SH   SOLE   144,742 0 0
MEDTRONIC PLC SHS G5960L103 14,377 157,851 SH   SOLE   157,851 0 0
VANGUARD STAR FD VG TL INTL STK F 921909768 13,429 258,754 SH   SOLE   258,754 0 0
STRYKER CORP COM 863667101 13,115 66,398 SH   SOLE   66,398 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 12,430 70,619 SH   SOLE   70,619 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11,358 277,290 SH   SOLE   277,290 0 0
YUM BRANDS INC COM 988498101 11,091 111,117 SH   SOLE   111,117 0 0
BOSTON SCIENTIFIC CORP COM 101137107 10,334 269,266 SH   SOLE   269,266 0 0
WELLTOWER INC COM 95040Q104 10,326 133,064 SH   SOLE   133,064 0 0
BOOKING HLDGS INC COM 09857L108 10,309 5,908 SH   SOLE   5,908 0 0
IQVIA HLDGS INC COM 46266C105 10,267 71,375 SH   SOLE   71,375 0 0
AMERICAN TOWER CORP NEW COM 03027X100 9,997 50,730 SH   SOLE   50,730 0 0
HCA HEALTHCARE INC COM 40412C101 9,877 75,756 SH   SOLE   75,756 0 0
REPUBLIC SVCS INC COM 760759100 9,626 119,751 SH   SOLE   119,751 0 0
ROSS STORES INC COM 778296103 9,420 101,178 SH   SOLE   101,178 0 0
ZOETIS INC CL A 98978V103 8,957 88,976 SH   SOLE   88,976 0 0
SERVICENOW INC COM 81762P102 8,852 35,911 SH   SOLE   35,911 0 0
EBAY INC COM 278642103 8,828 237,686 SH   SOLE   237,686 0 0
SALESFORCE COM INC COM 79466L302 8,800 55,568 SH   SOLE   55,568 0 0
NIKE INC CL B 654106103 8,537 101,377 SH   SOLE   101,377 0 0
TJX COS INC NEW COM 872540109 8,115 152,508 SH   SOLE   152,508 0 0
PFIZER INC COM 717081103 7,895 185,892 SH   SOLE   185,892 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 7,855 179,792 SH   SOLE   179,792 0 0
INTEL CORP COM 458140100 7,611 141,730 SH   SOLE   141,730 0 0
DOMINOS PIZZA INC COM 25754A201 7,490 29,018 SH   SOLE   29,018 0 0
ANTHEM INC COM 036752103 7,364 25,661 SH   SOLE   25,661 0 0
DIGITAL RLTY TR INC COM 253868103 7,284 61,210 SH   SOLE   61,210 0 0
LULULEMON ATHLETICA INC COM 550021109 7,136 43,548 SH   SOLE   43,548 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,029 38,524 SH   SOLE   38,524 0 0
WALMART INC COM 931142103 6,924 70,993 SH   SOLE   70,993 0 0
MCCORMICK & CO INC COM NON VTG 579780206 6,727 44,658 SH   SOLE   44,658 0 0
ADOBE INC COM 00724F101 6,656 24,977 SH   SOLE   24,977 0 0
MCDONALDS CORP COM 580135101 6,521 34,338 SH   SOLE   34,338 0 0
NETFLIX INC COM 64110L106 6,419 18,002 SH   SOLE   18,002 0 0
MARRIOTT INTL INC NEW CL A 571903202 6,289 50,276 SH   SOLE   50,276 0 0
BCE INC COM NEW 05534B760 6,241 140,592 SH   SOLE   140,592 0 0
AMGEN INC COM 031162100 6,008 31,622 SH   SOLE   31,622 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,970 59,427 SH   SOLE   59,427 0 0
3M CO COM 88579Y101 5,899 28,392 SH   SOLE   28,392 0 0
ABBVIE INC COM 00287Y109 5,870 72,844 SH   SOLE   72,844 0 0
MARTIN MARIETTA MATLS INC COM 573284106 5,679 28,229 SH   SOLE   28,229 0 0
JOHNSON & JOHNSON COM 478160104 5,677 40,609 SH   SOLE   40,609 0 0
HILL ROM HLDGS INC COM 431475102 5,644 53,312 SH   SOLE   53,312 0 0
VULCAN MATLS CO COM 929160109 5,602 47,311 SH   SOLE   47,311 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 5,555 53,322 SH   SOLE   53,322 0 0
PEPSICO INC COM 713448108 5,479 44,712 SH   SOLE   44,712 0 0
LAM RESEARCH CORP COM 512807108 5,452 30,459 SH   SOLE   30,459 0 0
INTUIT COM 461202103 5,431 20,775 SH   SOLE   20,775 0 0
ULTA BEAUTY INC COM 90384S303 5,288 15,165 SH   SOLE   15,165 0 0
CONOCOPHILLIPS COM 20825C104 5,136 76,948 SH   SOLE   76,948 0 0
CSX CORP COM 126408103 5,059 67,614 SH   SOLE   67,614 0 0
YUM CHINA HLDGS INC COM 98850P109 4,976 110,805 SH   SOLE   110,805 0 0
LILLY ELI & CO COM 532457108 4,968 38,287 SH   SOLE   38,287 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,810 25,736 SH   SOLE   25,736 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,783 94,847 SH   SOLE   94,847 0 0
BAXTER INTL INC COM 071813109 4,774 58,716 SH   SOLE   58,716 0 0
MORGAN STANLEY COM NEW 617446448 4,725 111,970 SH   SOLE   111,970 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 4,525 11,653 SH   SOLE   11,653 0 0
BOEING CO COM 097023105 4,510 11,823 SH   SOLE   11,823 0 0
GILEAD SCIENCES INC COM 375558103 4,391 67,545 SH   SOLE   67,545 0 0
PALO ALTO NETWORKS INC COM 697435105 4,206 17,319 SH   SOLE   17,319 0 0
UNION PACIFIC CORP COM 907818108 4,206 25,157 SH   SOLE   25,157 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,176 66,008 SH   SOLE   66,008 0 0
BROADCOM INC SHS 11135F101 4,154 13,814 SH   SOLE   13,814 0 0
XILINX INC COM 983919101 4,115 32,452 SH   SOLE   32,452 0 0
ORACLE CORP COM 68389X105 4,107 76,473 SH   SOLE   76,473 0 0
LAUDER ESTEE COS INC CL A 518439104 4,063 24,545 SH   SOLE   24,545 0 0
EDWARD LIFESCIENCES CORP COM 28176E108 3,973 20,765 SH   SOLE   20,765 0 0
V F CORP COM 918204108 3,969 45,671 SH   SOLE   45,671 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,955 28,027 SH   SOLE   28,027 0 0
AMEDISYS INC COM 023436108 3,944 32,001 SH   SOLE   32,001 0 0
WATERS CORP COM 941848103 3,931 15,618 SH   SOLE   15,618 0 0
HP INC COM 40434L105 3,917 201,577 SH   SOLE   201,577 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,884 48,316 SH   SOLE   48,316 0 0
LHC GROUP INC COM 50187A107 3,784 34,136 SH   SOLE   34,136 0 0
OMNICOM GROUP INC COM 681919106 3,772 51,682 SH   SOLE   51,682 0 0
BIOGEN INC COM 09062X103 3,610 15,272 SH   SOLE   15,272 0 0
TRACTOR SUPPLY CO COM 892356106 3,601 36,837 SH   SOLE   36,837 0 0
AES CORP COM 00130H105 3,589 198,482 SH   SOLE   198,482 0 0
CITIGROUP INC COM NEW 172967424 3,563 57,258 SH   SOLE   57,258 0 0
MARATHON OIL CORP COM 565849106 3,358 200,953 SH   SOLE   200,953 0 0
PRUDENTIAL FINL INC COM 744320102 3,312 36,042 SH   SOLE   36,042 0 0
VMWARE INC CL A COM 928563402 3,282 18,181 SH   SOLE   18,181 0 0
KINDER MORGAN INC DEL COM 49456B101 3,249 162,376 SH   SOLE   162,376 0 0
KROGER CO COM 501044101 3,243 131,816 SH   SOLE   131,816 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,174 22,870 SH   SOLE   22,870 0 0
FORTINET INC COM 34959E109 3,140 37,390 SH   SOLE   37,390 0 0
TARGET CORP COM 87612E106 3,067 38,214 SH   SOLE   38,214 0 0
ELECTRONIC ARTS INC COM 285512109 3,058 30,092 SH   SOLE   30,092 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,992 65,705 SH   SOLE   65,705 0 0
JONES LANG LASALLE INC COM 48020Q107 2,875 18,648 SH   SOLE   18,648 0 0
ALPHABET INC CAP STK CL A 02079K305 2,672 2,270 SH   SOLE   2,270 0 0
HESS CORP COM 42809H107 2,588 42,966 SH   SOLE   42,966 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 2,572 142,096 SH   SOLE   142,096 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,567 166,365 SH   SOLE   166,365 0 0
NETEASE INC SPONSORED ADR 64110W102 2,480 10,270 SH   SOLE   10,270 0 0
DOVER CORP COM 260003108 2,476 26,397 SH   SOLE   26,397 0 0
SIMON PPTY GROUP INC NEW COM 828806109 2,467 13,541 SH   SOLE   13,541 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 2,434 84,733 SH   SOLE   84,733 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 2,407 108,557 SH   SOLE   108,557 0 0
HARLEY DAVIDSON INC COM 412822108 2,330 65,334 SH   SOLE   65,334 0 0
ZYNGA INC CL A 98986T108 2,305 432,460 SH   SOLE   432,460 0 0
IONIS PHARMACEUTICALS INC COM 462222100 2,285 28,155 SH   SOLE   28,155 0 0
MOLSON COORS BREWING CO CL B 60871R209 2,261 37,911 SH   SOLE   37,911 0 0
STEEL DYNAMICS INC COM 858119100 2,245 63,660 SH   SOLE   63,660 0 0
COMCAST CORP NEW CL A 20030N101 2,233 55,842 SH   SOLE   55,842 0 0
HOST HOTELS & RESORTS INC COM 44107P104 2,190 115,847 SH   SOLE   115,847 0 0
RALPH LAUREN CORP CL A 751212101 2,185 16,852 SH   SOLE   16,852 0 0
CIRRUS LOGIC INC COM 172755100 2,158 51,288 SH   SOLE   51,288 0 0
ANAPLAN INC COM 03272L108 2,153 54,712 SH   SOLE   54,712 0 0
GRAHAM HLDGS CO COM 384637104 2,114 3,095 SH   SOLE   3,095 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,068 12,945 SH   SOLE   12,945 0 0
INSPERITY INC COM 45778Q107 2,014 16,286 SH   SOLE   16,286 0 0
BEST BUY INC COM 086516101 1,996 28,092 SH   SOLE   28,092 0 0
MOODYS CORP COM 615369105 1,938 10,704 SH   SOLE   10,704 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,928 25,320 SH   SOLE   25,320 0 0
EXPEDIA GROUP DEL COM NEW 30212P303 1,855 15,592 SH   SOLE   15,592 0 0
SYSCO CORP COM 871829107 1,850 27,714 SH   SOLE   27,714 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 1,790 71,641 SH   SOLE   71,641 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 1,748 56,871 SH   SOLE   56,871 0 0
CITIZENS FINL GROUP INC COM 174610105 1,713 52,699 SH   SOLE   52,699 0 0
DOMTAR CORP COM NEW 257559203 1,686 33,955 SH   SOLE   33,955 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 1,661 219,767 SH   SOLE   219,767 0 0
AUTOZONE INC COM 053332102 1,630 1,592 SH   SOLE   1,592 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,598 132,388 SH   SOLE   132,388 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 1,543 29,127 SH   SOLE   29,127 0 0
DECKERS OUTDOOR CORP COM 243537107 1,511 10,282 SH   SOLE   10,282 0 0
TERADATA CORP DEL COM 88076W103 1,488 34,095 SH   SOLE   34,095 0 0
KOHLS CORP COM 500255104 1,476 21,463 SH   SOLE   21,463 0 0
KIMCO RLTY CORP COM 49446R109 1,431 77,355 SH   SOLE   77,355 0 0
BLOCK H & R INC COM 093671105 1,365 57,011 SH   SOLE   57,011 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 1,281 145,368 SH   SOLE   145,368 0 0
EXTRA SPARE STORAGE INC COM 30225T102 1,251 12,277 SH   SOLE   12,277 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,210 14,268 SH   SOLE   14,268 0 0
PATTERSON UTI ENERGY INC COM 703481101 1,183 84,400 SH   SOLE   84,400 0 0
EXXON MOBIL CORP COM 30231G102 1,005 12,442 SH   SOLE   12,442 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 997 94,211 SH   SOLE   94,211 0 0
CBRE GROUP INC CL A 12504L109 987 19,963 SH   SOLE   19,963 0 0
INFOSYS LTD SPONSORED ADR 456788108 976 89,317 SH   SOLE   89,317 0 0
REGENERON PHARMACEUTICALS COM 75886F107 953 2,320 SH   SOLE   2,320 0 0
JUNIPER NETWORKS INC COM 48203R104 950 35,873 SH   SOLE   35,873 0 0
NUCOR CORP COM 670346105 935 16,024 SH   SOLE   16,024 0 0
ALLSTATE CORP COM 020002101 793 8,417 SH   SOLE   8,417 0 0
BERRY GLOBAL GROUP INC COM 08579W103 788 14,633 SH   SOLE   14,633 0 0
CHURCH & DWIGHT INC COM 171340102 737 10,347 SH   SOLE   10,347 0 0
ISHARES TR MSCI CHINA ETF 46429B671 729 11,683 SH   SOLE   11,683 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 705 16,585 SH   SOLE   16,585 0 0
PACCAR INC COM 693718108 662 9,712 SH   SOLE   9,712 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 425 6,690 SH   SOLE   6,690 0 0