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
3M COMPANY COM 88579Y101 2,289 12,013 SH   SOLE   12,013 0 0
ABBVIE INC COM 00287Y109 949 10,296 SH   SOLE   10,296 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,593 18,391 SH   SOLE   18,391 0 0
ADOBE INC COM 00724F101 652 2,880 SH   SOLE   2,880 0 0
ADVANCED MICRO DEVICES INC COM 007903107 237 12,826 SH   SOLE   12,826 0 0
AFFILIATED MANAGERS GROUP COM 008252108 661 6,785 SH   SOLE   6,785 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,530 11,162 SH   SOLE   11,162 0 0
ALLSTATE CORP COM 020002101 1,249 15,121 SH   SOLE   15,121 0 0
ALPHABET INC CAP CLASS A 02079K305 8,454 8,090 SH   SOLE   8,090 0 0
ALPHABET INC CAP CLASS C 02079K107 2,198 2,122 SH   SOLE   2,122 0 0
ALTRIA GROUP INC COM 02209S103 2,386 48,300 SH   SOLE   48,300 0 0
AMERICAN EXPRESS CO COM 025816109 1,997 20,952 SH   SOLE   20,952 0 0
ANSYS INC COM 03662Q105 1,209 8,457 SH   SOLE   8,457 0 0
APPLE INC COM 037833100 4,190 26,560 SH   SOLE   26,560 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,520 26,845 SH   SOLE   26,845 0 0
BB&T CORP COM 054937107 3,639 83,998 SH   SOLE   83,998 0 0
BERKSHIRE HATHAWAY INC DEL CLASS B 084670702 4,738 23,205 SH   SOLE   23,205 0 0
BLACKROCK INC COM 09247X101 1,366 3,477 SH   SOLE   3,477 0 0
BOEING CO COM 097023105 1,249 3,872 SH   SOLE   3,872 0 0
BOOKING HLDGS INC COM 09857L108 2,520 1,463 SH   SOLE   1,463 0 0
BROWN FORMAN CORP CLASS B 009986146 1,747 36,723 SH   SOLE   36,723 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,269 29,175 SH   SOLE   29,175 0 0
CHEVRON COM 166764100 4,014 36,896 SH   SOLE   36,896 0 0
CINEMARK HOLDINGS INC COM 17243V102 715 19,968 SH   SOLE   19,968 0 0
CITIZENS FINL GROUP INC COM 174610105 1,461 49,147 SH   SOLE   49,147 0 0
COGNEX CORP COM 192422103 1,869 48,337 SH   SOLE   48,337 0 0
COLGATE PALMOLIVE CO COM 194162103 3,173 53,307 SH   SOLE   53,307 0 0
COSTAR GROUP INC COM 22160N109 1,895 5,616 SH   SOLE   5,616 0 0
CUMMINS INC COM 231021106 722 5,405 SH   SOLE   5,405 0 0
EASTMAN CHEM CO COM 277432100 2,130 29,137 SH   SOLE   29,137 0 0
EBAY INC COM 278642103 1,922 68,464 SH   SOLE   68,464 0 0
LAUDER ESTEE COS INC CL A 518439104 2,655 20,405 SH   SOLE   20,405 0 0
EXXON MOBIL CORP COM 30231G102 3,962 58,106 SH   SOLE   58,106 0 0
F5 NETWORKS INC COM 315616102 1,211 7,472 SH   SOLE   7,472 0 0
FACEBOOK INC CL A 30303M102 1,137 8,673 SH   SOLE   8,673 0 0
FRANCO NEVADA CORP COM 351858105 1,758 25,050 SH   SOLE   25,050 0 0
GILEAD SCIENCES COM 375558103 380 6,074 SH   SOLE   6,074 0 0
GLOBAL PMTS INC COM 37940X102 600 5,816 SH   SOLE   5,816 0 0
HELMERICH & PAYNE INC COM 423452101 1,005 20,964 SH   SOLE   20,964 0 0
SCHEIN HENRY INC COM 806407102 1,844 23,484 SH   SOLE   23,484 0 0
HOLOGIC INC COM 436440101 1,993 48,496 SH   SOLE   48,496 0 0
HOME DEPOT INC COM 437076102 2,856 16,621 SH   SOLE   16,621 0 0
ILLINOIS TOOL WKS INC COM 452308109 930 7,339 SH   SOLE   7,339 0 0
INTEL CORP COM 458140100 3,609 76,895 SH   SOLE   76,895 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,108 27,979 SH   SOLE   27,979 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,043 17,972 SH   SOLE   17,972 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,330 9,902 SH   SOLE   9,902 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 652 1,361 SH   SOLE   1,361 0 0
IQVIA HLDGS INC COM 46266C105 1,106 9,518 SH   SOLE   9,518 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 1,837 32,420 SH   SOLE   32,420 0 0
JOHNSON & JOHNSON COM 478160104 7,746 60,025 SH   SOLE   60,025 0 0
JP MORGAN CHASE COM 46625H100 10,845 111,096 SH   SOLE   111,096 0 0
KRAFT HEINZ CO COM 500754106 766 17,800 SH   SOLE   17,800 0 0
L BRANDS INC COM 501797104 2,756 107,365 SH   SOLE   107,365 0 0
LOCKHEED MARTIN CORP COM 539830109 622 2,376 SH   SOLE   2,376 0 0
MARKEL CORP COM 570535104 2,336 2,250 SH   SOLE   2,250 0 0
MASCO CORP COM 574599106 1,678 57,371 SH   SOLE   57,371 0 0
MCDONALDS CORP COM 580135101 1,985 11,176 SH   SOLE   11,176 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 982 14,572 SH   SOLE   14,572 0 0
MEDTRONIC PLC SHS G5960L103 4,961 54,540 SH   SOLE   54,540 0 0
MERCK & CO INC COM 58933Y105 10,002 130,900 SH   SOLE   130,900 0 0
METLIFE INC COM 59156R108 3,245 79,042 SH   SOLE   79,042 0 0
MICROSOFT CORP COM 594918104 15,491 152,520 SH   SOLE   152,520 0 0
MONDELEZ INTL INC CL A 609207105 3,360 83,928 SH   SOLE   83,928 0 0
MSCI INC COM 55354G100 2,149 14,576 SH   SOLE   14,576 0 0
NASDAQ INC COM 631103108 1,904 23,340 SH   SOLE   23,340 0 0
NEWELL BRANDS INC COM 651229106 2,434 130,917 SH   SOLE   130,917 0 0
NIKE INC CL B 654106103 5,372 72,452 SH   SOLE   72,452 0 0
NVIDIA CORP COM 67066G104 386 2,894 SH   SOLE   2,894 0 0
ORACLE CORP COM 68389X105 4,261 94,379 SH   SOLE   94,379 0 0
PEPSICO INC COM 713448108 7,019 63,533 SH   SOLE   63,533 0 0
PFIZER INC COM 717081103 6,547 149,992 SH   SOLE   149,992 0 0
PINNACLE FINANCIAL COM 72346Q104 806 17,492 SH   SOLE   17,492 0 0
PPG INDS INC COM 693506107 1,125 11,003 SH   SOLE   11,003 0 0
PROCTER AND GAMBLE CO COM 742718109 4,529 49,274 SH   SOLE   49,274 0 0
PROSPERITY BANCSHARES INC COM 743606105 788 12,645 SH   SOLE   12,645 0 0
PROTO LABS INC COM 743713109 1,194 10,582 SH   SOLE   10,582 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 5,230 100,471 SH   SOLE   100,471 0 0
S&P GLOBAL INC COM 78409V104 3,133 18,433 SH   SOLE   18,433 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 844 18,821 SH   SOLE   18,821 0 0
SMUCKER J M CO COM NEW 832696405 1,053 11,258 SH   SOLE   11,258 0 0
SOUTHERN CO COM 842587107 619 14,093 SH   SOLE   14,093 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,364 11,391 SH   SOLE   11,391 0 0
STARBUCKS CORP COM 855244109 4,393 68,217 SH   SOLE   68,217 0 0
STATE STR CORP COM 857477103 1,262 20,004 SH   SOLE   20,004 0 0
SUNTRUST BKS INC COM 867914103 533 10,561 SH   SOLE   10,561 0 0
SVB FINL GROUP COM 78486Q101 1,243 6,544 SH   SOLE   6,544 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 5,682 153,943 SH   SOLE   153,943 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,546 20,442 SH   SOLE   20,442 0 0
TERADYNE INC COM 880770102 1,671 53,239 SH   SOLE   53,239 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,239 10,003 SH   SOLE   10,003 0 0
THOR INDS INC COM 885160101 1,342 25,812 SH   SOLE   25,812 0 0
TJX COS INC NEW COM 872540109 2,705 60,456 SH   SOLE   60,456 0 0
ULTA BEAUTY INC COM 90384S303 1,325 5,412 SH   SOLE   5,412 0 0
US BANCORP DEL COM NEW 902973304 4,123 90,222 SH   SOLE   90,222 0 0
UNITED PARCEL SERVICE INC CL B 911312106 5,989 61,405 SH   SOLE   61,405 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,953 27,730 SH   SOLE   27,730 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,423 78,665 SH   SOLE   78,665 0 0
VISA INC COM CL A 92826C839 6,971 52,836 SH   SOLE   52,836 0 0
DISNEY WALT CO COM DISNEY 254687106 2,378 21,691 SH   SOLE   21,691 0 0
WELLTOWER INC COM 95040Q104 347 5,001 SH   SOLE   5,001 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 1,858 95,160 SH   SOLE   95,160 0 0
XYLEM INC COM 98419M100 936 14,026 SH   SOLE   14,026 0 0