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 7,304 92,557 SH   SOLE   92,557 0 0
ADOBE INC COM 00724F101 8,070 25,359 SH   SOLE   25,359 0 0
AECOM COM 00766T100 7,332 245,623 SH   SOLE   245,623 0 0
AIR PRODS & CHEMS INC COM 009158106 12,761 63,928 SH   SOLE   63,928 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 88,023 452,605 SH   SOLE   452,605 0 0
ALPHABET INC CAP STK CL C 02079K107 18,272 15,714 SH   SOLE   15,714 0 0
ALPHABET INC CAP STK CL A 02079K305 21,691 18,668 SH   SOLE   18,668 0 0
AMAZON COM INC COM 023135106 52,459 26,906 SH   SOLE   26,906 0 0
AMEDISYS INC COM 023436108 11,355 61,868 SH   SOLE   61,868 0 0
AMERICAN EXPRESS CO COM 025816109 10,849 126,724 SH   SOLE   126,724 0 0
AMGEN INC COM 031162100 13,609 67,128 SH   SOLE   67,128 0 0
ANTHEM INC COM 036752103 9,817 43,239 SH   SOLE   43,239 0 0
APPLE INC COM 037833100 63,031 247,870 SH   SOLE   247,870 0 0
APPLIED MATLS INC COM 038222105 10,919 238,313 SH   SOLE   238,313 0 0
AT&T INC COM 00206R102 11,081 380,121 SH   SOLE   380,121 0 0
AUTOZONE INC COM 053332102 10,451 12,353 SH   SOLE   12,353 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,730 53,221 SH   SOLE   53,221 0 0
BK OF AMERICA CORP COM 060505104 17,379 818,611 SH   SOLE   818,611 0 0
BOEING CO COM 097023105 4,067 27,273 SH   SOLE   27,273 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 15,464 277,434 SH   SOLE   277,434 0 0
BROADCOM INC COM 11135F101 11,082 46,738 SH   SOLE   46,738 0 0
CERNER CORP COM 156782104 11,652 184,988 SH   SOLE   184,988 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,504 8,031 SH   SOLE   8,031 0 0
CHEVRON CORP NEW COM 166764100 11,216 154,784 SH   SOLE   154,784 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,950 12,148 SH   SOLE   12,148 0 0
CIENA CORP COM NEW 171779309 10,508 263,946 SH   SOLE   263,946 0 0
CISCO SYS INC COM 17275R102 8,688 221,021 SH   SOLE   221,021 0 0
CITIGROUP INC COM NEW 172967424 11,158 264,899 SH   SOLE   264,899 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 6,851 364,216 SH   SOLE   364,216 0 0
COCA COLA CO COM 191216100 9,402 212,474 SH   SOLE   212,474 0 0
COMCAST CORP NEW CL A 20030N101 12,376 359,980 SH   SOLE   359,980 0 0
COSTCO WHSL CORP NEW COM 22160K105 13,169 46,186 SH   SOLE   46,186 0 0
DISNEY WALT CO COM DISNEY 254687106 14,126 146,230 SH   SOLE   146,230 0 0
EXXON MOBIL CORP COM 30231G102 8,399 221,208 SH   SOLE   221,208 0 0
F M C CORP COM NEW 302491303 13,093 160,282 SH   SOLE   160,282 0 0
FACEBOOK INC CL A 30303M102 19,549 117,198 SH   SOLE   117,198 0 0
FASTENAL CO COM 311900104 8,152 260,858 SH   SOLE   260,858 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 12,126 99,684 SH   SOLE   99,684 0 0
GENERAL ELECTRIC CO COM 369604103 3,565 449,042 SH   SOLE   449,042 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,304 47,250 SH   SOLE   47,250 0 0
HESS CORP COM 42809H107 4,408 132,386 SH   SOLE   132,386 0 0
HOME DEPOT INC COM 437076102 10,696 57,285 SH   SOLE   57,285 0 0
HONEYWELL INTL INC COM 438516106 5,124 38,296 SH   SOLE   38,296 0 0
IDEX CORP COM 45167R104 9,241 66,913 SH   SOLE   66,913 0 0
INTEL CORP COM 458140100 20,343 375,887 SH   SOLE   375,887 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,545 15,235 SH   SOLE   15,235 0 0
ISHARES TR CORE S&P500 ETF 464287200 338,949 1,311,724 SH   SOLE   1,311,724 0 0
JD COM INC SPON ADR CL A 47215P106 10,448 257,985 SH   SOLE   257,985 0 0
JOHNSON & JOHNSON COM 478160104 17,868 136,260 SH   SOLE   136,260 0 0
JPMORGAN CHASE & CO COM 46625H100 23,151 257,148 SH   SOLE   257,148 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 7,135 56,103 SH   SOLE   56,103 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 8,149 97,384 SH   SOLE   97,384 0 0
KIMBERLY CLARK CORP COM 494368103 11,163 87,297 SH   SOLE   87,297 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 5,936 180,973 SH   SOLE   180,973 0 0
LILLY ELI & CO COM 532457108 16,551 119,313 SH   SOLE   119,313 0 0
MARSH & MCLENNAN COS INC COM 571748102 10,805 124,974 SH   SOLE   124,974 0 0
MASIMO CORP COM 574795100 7,895 44,575 SH   SOLE   44,575 0 0
MASTERCARD INC CL A 57636Q104 11,191 46,326 SH   SOLE   46,326 0 0
MEDTRONIC PLC SHS G5960L103 6,294 69,795 SH   SOLE   69,795 0 0
MERCK & CO. INC COM 58933Y105 10,188 132,410 SH   SOLE   132,410 0 0
MICROSOFT CORP COM 594918104 62,906 398,872 SH   SOLE   398,872 0 0
MONDELEZ INTL INC CL A 609207105 11,843 236,474 SH   SOLE   236,474 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 107 81,844 SH   SOLE   81,844 0 0
NETEASE INC SPONSORED ADS 64110W102 18,092 56,367 SH   SOLE   56,367 0 0
NEWMONT CORP COM 651639106 10,656 235,329 SH   SOLE   235,329 0 0
NIKE INC CL B 654106103 5,434 65,679 SH   SOLE   65,679 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,104 73,606 SH   SOLE   73,606 0 0
PAGERDUTY INC COM 69553P100 273 15,826 SH   SOLE   15,826 0 0
PARKER HANNIFIN CORP COM 701094104 8,748 67,429 SH   SOLE   67,429 0 0
PFIZER INC COM 717081103 9,198 281,796 SH   SOLE   281,796 0 0
PHILIP MORRIS INTL INC COM 718172109 13,774 188,786 SH   SOLE   188,786 0 0
PROCTER & GAMBLE CO COM 742718109 11,380 103,457 SH   SOLE   103,457 0 0
QUALCOMM INC COM 747525103 3,203 47,352 SH   SOLE   47,352 0 0
QUANTA SVCS INC COM 74762E102 10,224 322,214 SH   SOLE   322,214 0 0
REGENERON PHARMACEUTICALS COM 75886F107 11,762 24,089 SH   SOLE   24,089 0 0
RINGCENTRAL INC CL A 76680R206 4,690 22,134 SH   SOLE   22,134 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 32,581 1,051,003 SH   SOLE   1,051,003 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 44,097 795,836 SH   SOLE   795,836 0 0
SERVICENOW INC COM 81762P102 13,313 46,454 SH   SOLE   46,454 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 73,702 285,943 SH   SOLE   285,943 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,816 58,164 SH   SOLE   58,164 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 16,238 57,257 SH   SOLE   57,257 0 0
TJX COS INC NEW COM 872540109 13,563 283,687 SH   SOLE   283,687 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 6,904 83,589 SH   SOLE   83,589 0 0
TWILIO INC CL A 90138F102 680 7,601 SH   SOLE   7,601 0 0
UNION PAC CORP COM 907818108 12,941 91,751 SH   SOLE   91,751 0 0
UNITED TECHNOLOGIES CORP COM 913017109 11,577 122,730 SH   SOLE   122,730 0 0
UNITEDHEALTH GROUP INC COM 91324P102 19,950 79,997 SH   SOLE   79,997 0 0
VALERO ENERGY CORP COM 91913Y100 7,319 161,343 SH   SOLE   161,343 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 259,651 1,096,405 SH   SOLE   1,096,405 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 11,783 219,300 SH   SOLE   219,300 0 0
VISA INC COM CL A 92826C839 14,353 89,080 SH   SOLE   89,080 0 0
WALMART INC COM 931142103 8,558 75,325 SH   SOLE   75,325 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 11,394 112,722 SH   SOLE   112,722 0 0