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
BERKSHIRE HATHAWAY INC DEL CL A 084670108 318 1 SH   SOLE 1 0 0 1
METTLER TOLEDO INTERNATIONAL COM 592688105 420 500 SH   SOLE 1 500 0 0
LOCKHEED MARTIN CORP COM 539830109 236 650 SH   SOLE 1 0 0 650
AMAZON COM INC COM 023135106 1,602 846 SH   SOLE 1 510 0 336
MASTERCARD INC CL A 57636Q104 261 985 SH   SOLE 1 985 0 0
ABIOMED INC COM 003654100 260 1,000 SH   SOLE 1 0 0 1,000
O REILLY AUTOMOTIVE INC NEW COM 67103H107 444 1,201 SH   SOLE 1 180 0 1,021
AMERIPRISE FINL INC COM 03076C106 218 1,500 SH   SOLE 1 0 0 1,500
BROADCOM INC COM 11135F101 518 1,800 SH   SOLE 1 0 0 1,800
CARLISLE COS INC COM 142339100 257 1,828 SH   SOLE 1 0 0 1,828
MOHAWK INDS INC COM 608190104 295 2,000 SH   SOLE 1 0 0 2,000
NORFOLK SOUTHERN CORP COM 655844108 399 2,003 SH   SOLE 1 175 0 1,828
NORTHROP GRUMMAN CORP COM 666807102 698 2,159 SH   SOLE 1 0 0 2,159
SHERWIN WILLIAMS CO COM 824348106 1,020 2,225 SH   SOLE 1 2,225 0 0
HOWARD HUGHES CORP COM 44267D107 279 2,250 SH   SOLE 1 2,250 0 0
HAEMONETICS CORP COM 405024100 274 2,277 SH   SOLE 1 2,277 0 0
MICROSOFT CORP COM 594918104 331 2,469 SH   SOLE 1 630 0 1,839
TWILIO INC CL A 90138F102 341 2,500 SH   SOLE 1 0 0 2,500
STARBUCKS CORP COM 855244109 218 2,600 SH   SOLE 1 0 0 2,600
CHEVRON CORP NEW COM 166764100 325 2,613 SH   SOLE 1 0 0 2,613
CINTAS CORP COM 172908105 653 2,750 SH   SOLE 1 220 0 2,530
EVERSOURCE ENERGY COM 30040W108 212 2,800 SH   SOLE 1 0 0 2,800
HUBSPOT INC COM 443573100 477 2,800 SH   SOLE 1 0 0 2,800
STRYKER CORP COM 863667101 596 2,900 SH   SOLE 1 0 0 2,900
EAGLE MATERIALS INC COM 26969P108 271 2,920 SH   SOLE 1 0 0 2,920
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 508 3,000 SH   SOLE 1 1,000 0 2,000
CHEMED CORP NEW COM 16359R103 1,083 3,000 SH   SOLE 1 3,000 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 272 3,000 SH   SOLE 1 3,000 0 0
GILEAD SCIENCES INC COM 375558103 203 3,000 SH   SOLE 1 0 0 3,000
CATERPILLAR INC DEL COM 149123101 412 3,021 SH   SOLE 1 0 0 3,021
BRIGHT HORIZONS FAM SOL IN D COM 109194100 458 3,033 SH   SOLE 1 3,033 0 0
3M CO COM 88579Y101 537 3,100 SH   SOLE 1 100 0 3,000
SAREPTA THERAPEUTICS INC COM 803607100 471 3,100 SH   SOLE 1 3,100 0 0
BOEING CO COM 097023105 1,143 3,141 SH   SOLE 1 3,141 0 0
SIMON PPTY GROUP INC NEW COM 828806109 531 3,323 SH   SOLE 1 240 0 3,083
LIFE STORAGE INC COM 53223X107 333 3,500 SH   SOLE 1 0 0 3,500
VANGUARD WORLD FDS INF TECH ETF 92204A702 738 3,500 SH   SOLE 1 0 0 3,500
SPDR SERIES TRUST S&P INTERNET ETF 78468R127 312 3,500 SH   SOLE 1 0 0 3,500
VORNADO RLTY TR SH BEN INT 929042109 225 3,505 SH   SOLE 1 0 0 3,505
HEICO CORP NEW COM 422806109 490 3,660 SH   SOLE 1 3,660 0 0
SOUTHERN CO COM 842587107 205 3,700 SH   SOLE 1 0 0 3,700
BOSTON PROPERTIES INC COM 101121101 493 3,818 SH   SOLE 1 300 0 3,518
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 465 3,834 SH   SOLE 1 3,834 0 0
FOX FACTORY HLDG CORP COM 35138V102 330 4,000 SH   SOLE 1 4,000 0 0
SPDR SERIES TRUST COMP SOFTWARE 78464A599 385 4,000 SH   SOLE 1 0 0 4,000
TIFFANY & CO NEW COM 886547108 375 4,010 SH   SOLE 1 0 0 4,010
TEXAS INSTRS INC COM 882508104 472 4,115 SH   SOLE 1 0 0 4,115
FAIR ISAAC CORP COM 303250104 1,299 4,137 SH   SOLE 1 4,137 0 0
APTARGROUP INC COM 038336103 530 4,265 SH   SOLE 1 1,190 0 3,075
REGENERON PHARMACEUTICALS COM 75886F107 1,409 4,500 SH   SOLE 1 3,500 0 1,000
MKS INSTRUMENT INC COM 55306N104 370 4,750 SH   SOLE 1 750 0 4,000
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 681 4,825 SH   SOLE 1 300 0 4,525
ECOLAB INC COM 278865100 975 4,937 SH   SOLE 1 0 0 4,937
ASGN INC COM 00191U102 303 5,000 SH   SOLE 1 5,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 691 5,009 SH   SOLE 1 0 0 5,009
TURNING POINT THERAPEUTICS I COM 90041T108 204 5,010 SH   SOLE 1 5,010 0 0
IONIS PHARMACEUTICALS INC COM 462222100 341 5,300 SH   SOLE 1 5,300 0 0
MCGRATH RENTCORP COM 580589109 329 5,300 SH   SOLE 1 0 0 5,300
ISHARES TR EXPANDED TECH 464287515 1,158 5,300 SH   SOLE 1 0 0 5,300
WHIRLPOOL CORP COM 963320106 783 5,500 SH   SOLE 1 0 0 5,500
AMERICAN ELEC PWR CO INC COM 025537101 488 5,550 SH   SOLE 1 0 0 5,550
VERIZON COMMUNICATIONS INC COM 92343V104 337 5,897 SH   SOLE 1 0 0 5,897
L3 TECHNOLOGIES INC COM 502413107 1,520 6,200 SH   SOLE 1 6,200 0 0
GALLAGHER ARTHUR J & CO COM 363576109 568 6,480 SH   SOLE 1 0 0 6,480
INVESCO EXCHNG TRADED FD TR S&P SMLCP HELT 46138E149 766 6,500 SH   SOLE 1 0 0 6,500
GENERAL MTRS CO COM 37045V100 254 6,600 SH   SOLE 1 0 0 6,600
FIRSTENERGY CORP COM 337932107 286 6,683 SH   SOLE 1 6,683 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 1,095 6,700 SH   SOLE 1 0 0 6,700
MIDDLEBY CORP COM 596278101 927 6,830 SH   SOLE 1 5,000 0 1,830
ZAYO GROUP HLDGS INC COM 98919V105 227 6,890 SH   SOLE 1 6,890 0 0
GENERAL DYNAMICS CORP COM 369550108 1,255 6,900 SH   SOLE 1 0 0 6,900
UNIVERSAL HLTH SVCS INC CL B 913903100 901 6,910 SH   SOLE 1 0 0 6,910
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 648 7,000 SH   SOLE 1 0 0 7,000
VERISK ANALYTICS INC COM 92345Y106 1,025 7,000 SH   SOLE 1 7,000 0 0
THOR INDS INC COM 885160101 409 7,000 SH   SOLE 1 7,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 774 7,004 SH   SOLE 1 7,004 0 0
QUALCOMM INC COM 747525103 570 7,493 SH   SOLE 1 0 0 7,493
HEALTH INS INNOVATIONS INC COM CL A 42225K106 205 7,900 SH   SOLE 1 7,900 0 0
VEEVA SYS INC CL A COM 922475108 1,297 8,003 SH   SOLE 1 8,003 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 715 8,100 SH   SOLE 1 900 0 7,200
CUBIC CORP COM 229669106 523 8,110 SH   SOLE 1 8,110 0 0
DYCOM INDS INC COM 267475101 491 8,340 SH   SOLE 1 0 0 8,340
ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 338 8,500 SH   SOLE 1 0 0 8,500
ETFIS SER TR I VIRTUS LIFESC BT 26923G202 349 8,500 SH   SOLE 1 0 0 8,500
SVB FINL GROUP COM 78486Q101 1,920 8,550 SH   SOLE 1 7,500 0 1,050
UNIVERSAL DISPLAY CORP COM 91347P105 1,609 8,555 SH   SOLE 1 8,555 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1,020 8,600 SH   SOLE 1 0 0 8,600
BANK NEW YORK MELLON CORP COM 064058100 382 8,653 SH   SOLE 1 0 0 8,653
MERCK & CO INC COM 58933Y105 731 8,714 SH   SOLE 1 0 0 8,714
MYRIAD GENETICS INC COM 62855J104 244 8,800 SH   SOLE 1 0 0 8,800
CAPITAL ONE FINL CORP COM 14040H105 806 8,886 SH   SOLE 1 0 0 8,886
CMS ENERGY CORP COM 125896100 521 9,000 SH   SOLE 1 0 0 9,000
LOVESAC COMPANY COM 54738L109 280 9,000 SH   SOLE 1 9,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 423 9,170 SH   SOLE 1 0 0 9,170
CVS HEALTH CORP COM 126650100 515 9,456 SH   SOLE 1 9,456 0 0
ISHARES TR US BR DEL SE ETF 464288794 663 10,500 SH   SOLE 1 0 0 10,500
ANSYS INC COM 03662Q105 1,964 9,587 SH   SOLE 1 9,587 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,897 9,864 SH   SOLE 1 4,745 0 5,119
FLEXION THERAPEUTICS INC COM 33938J106 123 10,000 SH   SOLE 1 10,000 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 164 10,000 SH   SOLE 1 10,000 0 0
SQUARE INC CL A 852234103 725 10,000 SH   SOLE 1 10,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 182 10,000 SH   SOLE 1 0 0 10,000
BIOLIFE SOLUTIONS INC COM NEW 09062W204 170 10,000 SH   SOLE 1 10,000 0 0
VANECK VECTORS ETF TR AGRIBUSINESS ETF 92189F700 668 10,000 SH   SOLE 1 0 0 10,000
ON DECK CAP INC COM 682163100 42 10,000 SH   SOLE 1 10,000 0 0
QUANTA SVCS INC COM 74762E102 382 10,000 SH   SOLE 1 10,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 637 10,000 SH   SOLE 1 0 0 10,000
PATRICK INDS INC COM 703343103 496 10,090 SH   SOLE 1 10,090 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 434 10,120 SH   SOLE 1 10,120 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 478 10,158 SH   SOLE 1 10,158 0 0
ALPHABET INC CAP STK CL A 02079K305 11,232 10,373 SH   SOLE 1 9,000 0 1,373
TELEFLEX INC COM 879369106 3,450 10,419 SH   SOLE 1 7,000 0 3,419
JUST ENERGY GROUP INC COM 48213W101 45 10,500 SH   SOLE 1 0 0 10,500
ALPHABET INC CAP STK CL C 02079K107 11,419 10,564 SH   SOLE 1 9,094 0 1,470
HUMANA INC COM 444859102 2,856 10,767 SH   SOLE 1 10,767 0 0
ACUITY BRANDS INC COM 00508Y102 1,489 10,800 SH   SOLE 1 7,000 0 3,800
CONSOLIDATED EDISON INC COM 209115104 969 11,055 SH   SOLE 1 0 0 11,055
ULTA BEAUTY INC COM 90384S303 3,869 11,152 SH   SOLE 1 9,000 0 2,152
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 979 11,200 SH   SOLE 1 0 0 11,200
NEWMARK GROUP INC CL A 65158N102 102 11,400 SH   SOLE 1 11,400 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,978 11,440 SH   SOLE 1 7,000 0 4,440
WASHINGTON TR BANCORP COM 940610108 599 11,470 SH   SOLE 1 0 0 11,470
CHARLES RIV LABS INTL INC COM 159864107 1,632 11,500 SH   SOLE 1 5,000 0 6,500
IPG PHOTONICS CORP COM 44980X109 1,795 11,640 SH   SOLE 1 10,000 0 1,640
VEREIT INC COM 92339V100 106 11,800 SH   SOLE 1 0 0 11,800
LITTELFUSE INC COM 537008104 2,094 11,835 SH   SOLE 1 9,000 0 2,835
WAYFAIR INC CL A 94419L101 1,752 12,000 SH   SOLE 1 12,000 0 0
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 693 12,000 SH   SOLE 1 0 0 12,000
TRICIDA INC COM 89610F101 474 12,000 SH   SOLE 1 12,000 0 0
RAYTHEON CO COM NEW 755111507 2,114 12,155 SH   SOLE 1 6,050 0 6,105
GENERAL ELECTRIC CO COM 369604103 128 12,216 SH   SOLE 1 0 0 12,216
INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639 1,198 12,500 SH   SOLE 1 0 0 12,500
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 360 12,600 SH   SOLE 1 0 0 12,600
MCKESSON CORP COM 58155Q103 1,707 12,700 SH   SOLE 1 4,000 0 8,700
VENTAS INC COM 92276F100 882 12,900 SH   SOLE 1 0 0 12,900
RAYMOND JAMES FINANCIAL INC COM 754730109 1,099 13,000 SH   SOLE 1 13,000 0 0
V F CORP COM 918204108 1,144 13,100 SH   SOLE 1 10,000 0 3,100
ALEXANDERS INC COM 014752109 4,915 13,273 SH   SOLE 1 7,900 0 5,373
PROSPERITY BANCSHARES INC COM 743606105 885 13,400 SH   SOLE 1 10,000 0 3,400
COMCAST CORP NEW CL A 20030N101 575 13,602 SH   SOLE 1 1,325 0 12,277
CHICOS FAS INC COM 168615102 47 13,800 SH   SOLE 1 13,800 0 0
GLACIER BANCORP INC NEW COM 37637Q105 568 14,000 SH   SOLE 1 0 0 14,000
INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 416 14,000 SH   SOLE 1 0 0 14,000
ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 444 14,000 SH   SOLE 1 0 0 14,000
FIRST TR EXCH TRADED FD II NASDQ CLN EDGE 33737A108 676 14,000 SH   SOLE 1 0 0 14,000
ARK ETF TR WEB X.O ETF 00214Q401 728 14,000 SH   SOLE 1 0 0 14,000
BOOT BARN HLDGS INC COM 099406100 499 14,010 SH   SOLE 1 14,010 0 0
PAYPAL HLDGS INC COM 70450Y103 1,647 14,391 SH   SOLE 1 14,391 0 0
AMGEN INC COM 031162100 2,679 14,535 SH   SOLE 1 8,275 0 6,260
JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 377 15,000 SH   SOLE 1 0 0 15,000
ULTRA CLEAN HLDGS INC COM 90385V107 209 15,000 SH   SOLE 1 15,000 0 0
ALPINE IMMUNE SCIENCES INC COM 02083G100 63 15,000 SH   SOLE 1 15,000 0 0
TORTOISE PIPELINE & ENERGY F COM 89148H108 216 15,000 SH   SOLE 1 0 0 15,000
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1,788 15,000 SH   SOLE 1 0 0 15,000
CHILDRENS PL INC COM 168905107 1,440 15,095 SH   SOLE 1 15,095 0 0
LENNAR CORP CL B 526057302 587 15,248 SH   SOLE 1 15,248 0 0
NEXTERA ENERGY INC COM 65339F101 3,164 15,446 SH   SOLE 1 345 0 15,101
ZOETIS INC CL A 98978V103 1,798 15,840 SH   SOLE 1 8,000 0 7,840
AT&T INC COM 00206R102 533 15,899 SH   SOLE 1 1,900 0 13,999
AMEDISYS INC COM 023436108 1,936 15,950 SH   SOLE 1 12,000 0 3,950
ANTARES PHARMA INC COM 036642106 53 16,000 SH   SOLE 1 16,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 876 16,030 SH   SOLE 1 5,000 0 11,030
DIGITAL RLTY TR INC COM 253868103 1,936 16,432 SH   SOLE 1 3,250 0 13,182
EXXON MOBIL CORP COM 30231G102 1,269 16,559 SH   SOLE 1 0 0 16,559
MASTEC INC COM 576323109 861 16,700 SH   SOLE 1 16,700 0 0
CARGURUS INC COM CL A 141788109 614 17,000 SH   SOLE 1 0 0 17,000
INVESCO EXCHANGE TRADED FD T DYNMC ENRG EXP 46137V761 294 17,000 SH   SOLE 1 0 0 17,000
NVIDIA CORP COM 67066G104 2,802 17,060 SH   SOLE 1 8,145 0 8,915
SPDR SERIES TRUST S&P BIOTECH 78464A870 1,517 17,300 SH   SOLE 1 0 0 17,300
HUNTSMAN CORP COM 447011107 359 17,575 SH   SOLE 1 0 0 17,575
TOLL BROTHERS INC COM 889478103 645 17,600 SH   SOLE 1 10,000 0 7,600
ILLUMINA INC COM 452327109 6,638 18,031 SH   SOLE 1 18,031 0 0
INTRA CELLULAR THERAPIES INC COM 46116X101 235 18,100 SH   SOLE 1 0 0 18,100
FIDELITY NATL INFORMATION SV COM 31620M106 2,234 18,206 SH   SOLE 1 5,400 0 12,806
ABBOTT LABS COM 002824100 1,567 18,636 SH   SOLE 1 705 0 17,931
CYRUSONE INC COM 23283R100 1,079 18,700 SH   SOLE 1 15,000 0 3,700
MEDALLION FINL CORP COM 583928106 132 19,559 SH   SOLE 1 19,559 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 10,277 19,592 SH   SOLE 1 16,585 0 3,007
AUDIOCODES LTD ORD M15342104 310 20,000 SH   SOLE 1 20,000 0 0
PLUG POWER INC COM NEW 72919P202 45 20,000 SH   SOLE 1 20,000 0 0
PRINCIPAL REAL ESTATE INCOME SHS BEN INT 74255X104 381 20,000 SH   SOLE 1 0 0 20,000
COTY INC COM CL A 222070203 268 20,000 SH   SOLE 1 0 0 20,000
PROCTER AND GAMBLE CO COM 742718109 2,208 20,141 SH   SOLE 1 0 0 20,141
ZIMMER BIOMET HLDGS INC COM 98956P102 2,378 20,200 SH   SOLE 1 10,000 0 10,200
EDWARDS LIFESCIENCES CORP COM 28176e108 3,758 20,342 SH   SOLE 1 20,342 0 0
MOLINA HEALTHCARE INC COM 60855R100 2,934 20,500 SH   SOLE 1 20,500 0 0
ARK ETF TR INNOVATION ETF 00214Q104 1,008 21,000 SH   SOLE 1 0 0 21,000
INVESCO EXCHNG TRADED FD TR KBW PREM YIELD 46138E594 631 21,000 SH   SOLE 1 0 0 21,000
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 893 21,000 SH   SOLE 1 0 0 21,000
WISDOMTREE TR EMER MKT HIGH FD 97717W315 938 21,000 SH   SOLE 1 0 0 21,000
WISDOMTREE TR US QTLY DIV GRT 97717X669 917 21,000 SH   SOLE 1 0 0 21,000
AVERY DENNISON CORP COM 053611109 2,441 21,100 SH   SOLE 1 13,000 0 8,100
UNITED RENTALS INC COM 911363109 2,871 21,650 SH   SOLE 1 14,000 0 7,650
CITIGROUP INC COM NEW 172967424 1,518 21,680 SH   SOLE 1 21,680 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 853 21,774 SH   SOLE 1 0 0 21,774
SUNRUN INC COM 86771W105 410 21,873 SH   SOLE 1 21,873 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,717 22,000 SH   SOLE 1 0 0 22,000
PFIZER INC COM 717081103 962 22,213 SH   SOLE 1 0 0 22,213
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 3,267 22,920 SH   SOLE 1 18,000 0 4,920
COVETRUS INC COM 22304C100 563 23,026 SH   SOLE 1 13,600 0 9,426
HOME DEPOT INC COM 437076102 4,932 23,713 SH   SOLE 1 13,700 0 10,013
CENTURYLINK INC COM 156700106 286 24,320 SH   SOLE 1 3,800 0 20,520
INTEL CORP COM 458140100 1,165 24,328 SH   SOLE 1 0 0 24,328
ETFIS SER TR I VIRTUS LIFESC CT 26923G301 706 24,500 SH   SOLE 1 0 0 24,500
KLA-TENCOR CORP COM 482480100 2,896 24,500 SH   SOLE 1 13,750 0 10,750
LUMENTUM HLDGS INC COM 55024U109 1,314 24,600 SH   SOLE 1 24,600 0 0
BECTON DICKINSON & CO COM 075887109 6,215 24,662 SH   SOLE 1 15,000 0 9,662
BANK OZK COM 06417N103 746 24,800 SH   SOLE 1 15,000 0 9,800
QURATE RETAIL INC COM SER A 74915M100 310 25,001 SH   SOLE 1 0 0 25,001
ARQULE INC COM 04269e107 275 25,010 SH   SOLE 1 25,010 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,668 25,284 SH   SOLE 1 10,700 0 14,584
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 1,186 28,000 SH   SOLE 1 0 0 28,000
TAUBMAN CTRS INC COM 876664103 1,062 26,000 SH   SOLE 1 0 0 26,000
LEIDOS HLDGS INC COM 525327102 2,230 27,925 SH   SOLE 1 15,000 0 12,925
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1,378 28,000 SH   SOLE 1 0 0 28,000
STATE STR CORP COM 857477103 1,571 28,030 SH   SOLE 1 15,000 0 13,030
VIEWRAY INC COM 92672L107 256 29,040 SH   SOLE 1 29,040 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 6,191 29,554 SH   SOLE 1 29,554 0 0
UNION PACIFIC CORP COM 907818108 5,072 29,990 SH   SOLE 1 0 0 29,990
TURQUOISE HILL RES LTD COM 900435108 37 30,000 SH   SOLE 1 30,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 314 30,550 SH   SOLE 1 30,550 0 0
FEDEX CORP COM 31428X106 5,090 31,000 SH   SOLE 1 20,000 0 11,000
ON SEMICONDUCTOR CORP COM 682189105 627 31,000 SH   SOLE 1 6,000 0 25,000
ADVANCED MICRO DEVICES INC COM 007903107 969 31,900 SH   SOLE 1 7,900 0 24,000
JPMORGAN CHASE & CO COM 46625H100 3,595 32,154 SH   SOLE 1 17,700 0 14,454
LCI INDS COM 50189K103 2,925 32,500 SH   SOLE 1 29,800 0 2,700
STARWOOD PPTY TR INC COM 85571B105 757 33,300 SH   SOLE 1 0 0 33,300
SNAP ON INC COM 833034101 5,524 33,350 SH   SOLE 1 20,000 0 13,350
JACOBS ENGR GROUP INC COM 469814107 2,859 33,876 SH   SOLE 1 30,000 0 3,876
ALBEMARLE CORP COM 012653101 2,443 34,695 SH   SOLE 1 20,000 0 14,695
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 835 35,000 SH   SOLE 1 6,000 0 29,000
WISDOMTREE TR US SMALLCAP DIVD 97717W604 949 35,000 SH   SOLE 1 0 0 35,000
CINEMARK HOLDINGS INC COM 17243V102 1,304 36,120 SH   SOLE 1 36,120 0 0
ANTHEM INC COM 036752103 10,272 36,400 SH   SOLE 1 34,000 0 2,400
ABBVIE INC COM 00287Y109 2,834 38,973 SH   SOLE 1 23,060 0 15,913
ROSS STORES INC COM 778296103 3,965 40,000 SH   SOLE 1 40,000 0 0
THERAPEUTICSMD INC COM 88338N107 104 40,000 SH   SOLE 1 40,000 0 0
APTIV PLC SHS G6095L109 3,237 40,050 SH   SOLE 1 18,000 0 22,050
LGI HOMES INC COM 50187T106 2,971 41,600 SH   SOLE 1 15,000 0 26,600
VANECK VECTORS ETF TR MTG REIT INCOME 92189F452 973 42,000 SH   SOLE 1 0 0 42,000
MACERICH CO COM 554382101 1,474 44,000 SH   SOLE 1 0 0 44,000
CENTENE CORP DEL COM 15135B101 2,363 45,060 SH   SOLE 1 30,000 0 15,060
M & T BK CORP COM 55261F104 8,032 47,230 SH   SOLE 1 8,000 0 39,230
TJX COS INC NEW COM 872540109 2,543 48,081 SH   SOLE 1 32,400 0 15,681
ACADIA PHARMACEUTICALS INC COM 004225108 1,310 49,000 SH   SOLE 1 49,000 0 0
CBRE CLARION GLOBAL REAL EST COM 12504G100 375 50,000 SH   SOLE 1 0 0 50,000
VERASTEM INC COM 92337C104 76 50,040 SH   SOLE 1 50,040 0 0
PULTE GROUP INC COM 745867101 1,592 50,358 SH   SOLE 1 50,358 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 669 53,900 SH   SOLE 1 53,900 0 0
SWITCH INC CL A 87105L104 720 55,000 SH   SOLE 1 10,000 0 45,000
INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V589 669 56,000 SH   SOLE 1 0 0 56,000
CORNING INC COM 219350105 1,893 56,959 SH   SOLE 1 32,000 0 24,959
HENRY SCHEIN INC COM 806407102 4,017 57,465 SH   SOLE 1 34,000 0 23,465
MEDNAX INC COM 58502B106 1,468 58,200 SH   SOLE 1 46,000 0 12,200
CATHAY GEN BANCORP COM 149150104 2,103 58,565 SH   SOLE 1 28,000 0 30,565
CENTURY CMNTYS INC COM 156504300 1,595 60,000 SH   SOLE 1 25,000 0 35,000
BROOKFIELD REAL ASSETS INCOM SHS BEN INT 112830104 1,301 60,000 SH   SOLE 1 0 0 60,000
MINERVA NEUROSCIENCES INC COM 603380106 340 60,329 SH   SOLE 1 60,329 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 2,725 61,050 SH   SOLE 1 25,000 0 36,050
LENNAR CORP CL A 526057104 3,290 67,900 SH   SOLE 1 45,000 0 22,900
REALOGY HLDGS CORP COM 75605Y106 507 70,000 SH   SOLE 1 20,000 0 50,000
FLIR SYS INC COM 302445101 3,982 73,600 SH   SOLE 1 73,600 0 0
CME GROUP INC COM 12572Q105 14,746 75,967 SH   SOLE 1 68,300 0 7,667
NEWELL BRANDS INC COM 651229106 1,190 77,172 SH   SOLE 1 56,620 0 20,552
D R HORTON INC COM 23331A109 3,529 81,826 SH   SOLE 1 55,500 0 26,326
FISERV INC COM 337738108 7,712 84,600 SH   SOLE 1 76,000 0 8,600
COLONY CAP INC NEW CL A COM 19626G108 500 99,994 SH   SOLE 1 20,000 0 79,994
JOHNSON & JOHNSON COM 478160104 14,014 100,618 SH   SOLE 1 20,000 0 80,618
APPLE INC COM 037833100 20,233 102,230 SH   SOLE 1 102,230 0 0
SERES THERAPEUTICS INC COM 81750R102 338 105,000 SH   SOLE 1 0 0 105,000
PITNEY BOWES INC COM 724479100 753 175,850 SH   SOLE 1 95,000 0 80,850
ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 2,286 274,109 SH   SOLE 1 0 0 274,109
BANK AMER CORP COM 060505104 14,732 508,016 SH   SOLE 1 400,068 0 107,948
ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 3,567 569,855 SH   SOLE 1 0 0 569,855
WELLS FARGO CO NEW COM 949746101 42,609 900,445 SH   SOLE 1 27,419 0 873,026
HARRIS CORP DEL COM 413875105 4,658 24,630 SH   SOLE 1 10,000 0 14,630
CIGNA CORP NEW COM 125523100 2,459 15,609 SH   SOLE 1 9,338 0 6,271