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 3,037 34,967 SH   SOLE   34,967 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,393 40,279 SH   SOLE   40,279 0 0
ADOBE INC COM 00724F101 7,354 22,299 SH   SOLE   22,299 0 0
ADVANCED MICRO DEVICES INC COM 007903107 930 20,287 SH   SOLE   20,287 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 646 7,479 SH   SOLE   7,479 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,610 7,589 SH   SOLE   7,589 0 0
ALPHABET INC CAP STK CL A 02079K305 4,528 3,381 SH   SOLE   3,381 0 0
ALTERYX INC COM CL A 02156B103 725 7,246 SH   SOLE   7,246 0 0
AMAZON COM INC COM 023135106 5,536 2,996 SH   SOLE   2,996 0 0
AMERICAN ELEC PWR CO INC COM 025537101 4,293 45,424 SH   SOLE   45,424 0 0
AMERICAN TOWER CORP NEW COM 03027X100 4,697 20,437 SH   SOLE   20,437 0 0
AMGEN INC COM 031162100 3,378 14,012 SH   SOLE   14,012 0 0
AMPHENOL CORP NEW CL A 032095101 4,911 45,374 SH   SOLE   45,374 0 0
ANAPLAN INC COM 03272L108 464 8,862 SH   SOLE   8,862 0 0
AON PLC SHS CL A G0408V102 2,848 13,672 SH   SOLE   13,672 0 0
APPLE INC COM 037833100 10,360 35,281 SH   SOLE   35,281 0 0
APPLIED MATLS INC COM 038222105 2,700 44,235 SH   SOLE   44,235 0 0
APTIV PLC SHS G6095L109 3,679 38,737 SH   SOLE   38,737 0 0
ARISTA NETWORKS INC COM 040413106 231 1,136 SH   SOLE   1,136 0 0
AT&T INC COM 00206R102 4,414 112,956 SH   SOLE   112,956 0 0
AUTODESK INC COM 052769106 3,479 18,963 SH   SOLE   18,963 0 0
BEST BUY INC COM 086516101 2,797 31,862 SH   SOLE   31,862 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 1,675 29,936 SH   SOLE   29,936 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,134 47,181 SH   SOLE   47,181 0 0
BROADCOM INC COM 11135F101 3,970 12,564 SH   SOLE   12,564 0 0
BRUKER CORP COM 116794108 550 10,797 SH   SOLE   10,797 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 981 38,625 SH   SOLE   38,625 0 0
CANOPY GROWTH CORP COM 138035100 338 16,044 SH   SOLE   16,044 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,562 34,612 SH   SOLE   34,612 0 0
CELANESE CORP DEL COM 150870103 3,421 27,787 SH   SOLE   27,787 0 0
CENTENE CORP DEL COM 15135B101 610 9,703 SH   SOLE   9,703 0 0
CHEVRON CORP NEW COM 166764100 3,578 29,691 SH   SOLE   29,691 0 0
CHUBB LIMITED COM H1467J104 3,605 23,159 SH   SOLE   23,159 0 0
CISCO SYS INC COM 17275R102 2,921 60,898 SH   SOLE   60,898 0 0
CME GROUP INC COM 12572Q105 4,578 22,806 SH   SOLE   22,806 0 0
COMCAST CORP NEW CL A 20030N101 4,127 91,781 SH   SOLE   91,781 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,524 18,573 SH   SOLE   18,573 0 0
COSTCO WHSL CORP NEW COM 22160K105 8,862 30,152 SH   SOLE   30,152 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 624 4,391 SH   SOLE   4,391 0 0
DANAHER CORPORATION COM 235851102 6,374 41,529 SH   SOLE   41,529 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,050 52,163 SH   SOLE   52,163 0 0
DEXCOM INC COM 252131107 924 4,226 SH   SOLE   4,226 0 0
DISNEY WALT CO COM DISNEY 254687106 4,347 30,053 SH   SOLE   30,053 0 0
DTE ENERGY CO COM 233331107 3,803 29,284 SH   SOLE   29,284 0 0
ECOLAB INC COM 278865100 704 3,646 SH   SOLE   3,646 0 0
ENBRIDGE INC COM 29250N105 3,145 79,089 SH   SOLE   79,089 0 0
EQUINIX INC COM 29444U700 1,065 1,825 SH   SOLE   1,825 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,885 35,656 SH   SOLE   35,656 0 0
EXPONENT INC COM 30214U102 1,026 14,867 SH   SOLE   14,867 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,584 14,998 SH   SOLE   14,998 0 0
FACEBOOK INC CL A 30303M102 3,460 16,858 SH   SOLE   16,858 0 0
FEDERATED INVS INC PA CL B 314211103 2,356 72,293 SH   SOLE   72,293 0 0
FIRST SOLAR INC COM 336433107 536 9,587 SH   SOLE   9,587 0 0
FIRST TR EXCHANGE TRADED FD NASDQ ARTFCIAL 33738R720 275 7,991 SH   SOLE   7,991 0 0
FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 325 12,765 SH   SOLE   12,765 0 0
FIRST TR VALUE LINE DIVID IN SHS 33734H106 456 12,664 SH   SOLE   12,664 0 0
FORTINET INC COM 34959E109 787 7,368 SH   SOLE   7,368 0 0
GOGO INC COM 38046C109 267 41,796 SH   SOLE   41,796 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,712 16,146 SH   SOLE   16,146 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 332 3,174 SH   SOLE   3,174 0 0
HILL ROM HLDGS INC COM 431475102 2,605 22,944 SH   SOLE   22,944 0 0
HOME DEPOT INC COM 437076102 5,811 26,610 SH   SOLE   26,610 0 0
HONEYWELL INTL INC COM 438516106 6,696 37,831 SH   SOLE   37,831 0 0
IAC INTERACTIVECORP COM 44919P508 1,046 4,198 SH   SOLE   4,198 0 0
ILLUMINA INC COM 452327109 960 2,893 SH   SOLE   2,893 0 0
INGERSOLL-RAND PLC SHS G47791101 5,370 40,397 SH   SOLE   40,397 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,225 34,846 SH   SOLE   34,846 0 0
INTERXION HOLDING N.V SHS N47279109 1,025 12,234 SH   SOLE   12,234 0 0
INVESCO EXCHANGE TRADED FD T DYNMC BIOTECH 46137V787 364 6,509 SH   SOLE   6,509 0 0
INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639 327 3,276 SH   SOLE   3,276 0 0
INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 742 5,246 SH   SOLE   5,246 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 46137V365 207 4,322 SH   SOLE   4,322 0 0
INVESCO EXCHNG TRADED FD TR CHINA TECHNLGY 46138E800 536 10,190 SH   SOLE   10,190 0 0
INVITAE CORP COM 46185L103 686 42,559 SH   SOLE   42,559 0 0
ISHARES TR IBOXX HI YD ETF 464288513 638 7,258 SH   SOLE   7,258 0 0
ISHARES TR U.S. MED DVC ETF 464288810 224 847 SH   SOLE   847 0 0
ISHARES TR US AER DEF ETF 464288760 419 1,885 SH   SOLE   1,885 0 0
ISHARES TR US BR DEL SE ETF 464288794 303 4,421 SH   SOLE   4,421 0 0
JOHNSON & JOHNSON COM 478160104 3,451 23,660 SH   SOLE   23,660 0 0
JPMORGAN CHASE & CO COM 46625H100 7,737 55,505 SH   SOLE   55,505 0 0
KEURIG DR PEPPER INC COM 49271V100 596 20,582 SH   SOLE   20,582 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,563 15,231 SH   SOLE   15,231 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,419 12,227 SH   SOLE   12,227 0 0
LILLY ELI & CO COM 532457108 5,642 42,926 SH   SOLE   42,926 0 0
LINDE PLC SHS G5494J103 3,398 15,961 SH   SOLE   15,961 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,058 14,804 SH   SOLE   14,804 0 0
LOCKHEED MARTIN CORP COM 539830109 1,441 3,700 SH   SOLE   3,700 0 0
LOWES COS INC COM 548661107 2,316 19,341 SH   SOLE   19,341 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 430 10,914 SH   SOLE   10,914 0 0
LULULEMON ATHLETICA INC COM 550021109 1,087 4,691 SH   SOLE   4,691 0 0
LYFT INC CL A COM 55087P104 252 5,855 SH   SOLE   5,855 0 0
MASIMO CORP COM 574795100 538 3,401 SH   SOLE   3,401 0 0
MASTERCARD INC CL A 57636Q104 7,894 26,437 SH   SOLE   26,437 0 0
MCDONALDS CORP COM 580135101 4,165 21,077 SH   SOLE   21,077 0 0
MERCK & CO INC COM 58933Y105 4,567 50,219 SH   SOLE   50,219 0 0
MICROSOFT CORP COM 594918104 1,480 9,384 SH   SOLE   9,384 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,280 35,880 SH   SOLE   35,880 0 0
MORGAN STANLEY COM NEW 617446448 4,145 81,090 SH   SOLE   81,090 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,377 20,959 SH   SOLE   20,959 0 0
NETFLIX INC COM 64110L106 2,648 8,185 SH   SOLE   8,185 0 0
NEXTERA ENERGY INC COM 65339F101 719 2,968 SH   SOLE   2,968 0 0
NIKE INC CL B 654106103 935 9,231 SH   SOLE   9,231 0 0
NOVARTIS A G SPONSORED ADR 66987V109 3,666 38,713 SH   SOLE   38,713 0 0
NVIDIA CORP COM 67066G104 2,017 8,572 SH   SOLE   8,572 0 0
OKTA INC CL A 679295105 1,696 14,700 SH   SOLE   14,700 0 0
ONEOK INC NEW COM 682680103 2,051 27,103 SH   SOLE   27,103 0 0
PAYCHEX INC COM 704326107 816 9,588 SH   SOLE   9,588 0 0
PAYLOCITY HLDG CORP COM 70438V106 1,898 15,712 SH   SOLE   15,712 0 0
PAYPAL HLDGS INC COM 70450Y103 3,411 31,533 SH   SOLE   31,533 0 0
PEPSICO INC COM 713448108 2,912 21,304 SH   SOLE   21,304 0 0
PINDUODUO INC SPONSORED ADS 722304102 442 11,695 SH   SOLE   11,695 0 0
PIONEER NAT RES CO COM 723787107 481 3,176 SH   SOLE   3,176 0 0
PROCTER & GAMBLE CO COM 742718109 3,133 25,083 SH   SOLE   25,083 0 0
PROLOGIS INC COM 74340W103 3,598 40,364 SH   SOLE   40,364 0 0
ROKU INC COM CL A 77543R102 4,203 31,389 SH   SOLE   31,389 0 0
ROPER TECHNOLOGIES INC COM 776696106 3,853 10,877 SH   SOLE   10,877 0 0
S&P GLOBAL INC COM 78409V104 1,235 4,524 SH   SOLE   4,524 0 0
SALESFORCE COM INC COM 79466L302 1,371 8,431 SH   SOLE   8,431 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 3,347 31,522 SH   SOLE   31,522 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1,089 8,682 SH   SOLE   8,682 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 845 13,414 SH   SOLE   13,414 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,837 18,037 SH   SOLE   18,037 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1,389 45,115 SH   SOLE   45,115 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1,019 12,506 SH   SOLE   12,506 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 516 7,978 SH   SOLE   7,978 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 383 6,239 SH   SOLE   6,239 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,749 29,984 SH   SOLE   29,984 0 0
SEMTECH CORP COM 816850101 1,979 37,402 SH   SOLE   37,402 0 0
SHOPIFY INC CL A 82509L107 3,399 8,548 SH   SOLE   8,548 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 3,433 25,130 SH   SOLE   25,130 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 563 5,924 SH   SOLE   5,924 0 0
SPDR SERIES TRUST S&P BK ETF 78464A797 308 6,504 SH   SOLE   6,504 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 207 4,547 SH   SOLE   4,547 0 0
SPLUNK INC COM 848637104 816 5,449 SH   SOLE   5,449 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 615 4,111 SH   SOLE   4,111 0 0
SQUARE INC CL A 852234103 1,982 31,683 SH   SOLE   31,683 0 0
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1,053 21,496 SH   SOLE   21,496 0 0
STARBUCKS CORP COM 855244109 3,106 35,326 SH   SOLE   35,326 0 0
STONECO LTD COM CL A G85158106 605 15,161 SH   SOLE   15,161 0 0
T MOBILE US INC COM 872590104 2,426 30,937 SH   SOLE   30,937 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 705 5,761 SH   SOLE   5,761 0 0
TALEND S A ADS 874224207 420 10,737 SH   SOLE   10,737 0 0
TARGET CORP COM 87612E106 3,816 29,763 SH   SOLE   29,763 0 0
TELADOC HEALTH INC COM 87918A105 2,434 29,078 SH   SOLE   29,078 0 0
TESLA INC COM 88160R101 667 1,594 SH   SOLE   1,594 0 0
TEXAS INSTRS INC COM 882508104 4,929 38,418 SH   SOLE   38,418 0 0
THE TRADE DESK INC COM CL A 88339J105 1,287 4,956 SH   SOLE   4,956 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,719 14,527 SH   SOLE   14,527 0 0
TRADEWEB MKTS INC CL A 892672106 814 17,565 SH   SOLE   17,565 0 0
TYSON FOODS INC CL A 902494103 683 7,506 SH   SOLE   7,506 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,272 19,412 SH   SOLE   19,412 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,693 19,366 SH   SOLE   19,366 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 582 2,825 SH   SOLE   2,825 0 0
VALERO ENERGY CORP NEW COM 91913Y100 4,020 42,927 SH   SOLE   42,927 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 499 5,382 SH   SOLE   5,382 0 0
VANGUARD WORLD FDS COMM SRVC ETF 92204A884 842 8,966 SH   SOLE   8,966 0 0
VEEVA SYS INC CL A COM 922475108 601 4,271 SH   SOLE   4,271 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,248 5,699 SH   SOLE   5,699 0 0
VISA INC COM CL A 92826C839 1,789 9,521 SH   SOLE   9,521 0 0
WALMART INC COM 931142103 3,751 31,561 SH   SOLE   31,561 0 0
WASTE MGMT INC DEL COM 94106L109 2,423 21,260 SH   SOLE   21,260 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 2,589 12,823 SH   SOLE   12,823 0 0
WORKDAY INC CL A 98138H101 1,641 9,979 SH   SOLE   9,979 0 0
WORLD FUEL SVCS CORP COM 981475106 2,179 50,184 SH   SOLE   50,184 0 0
XILINX INC COM 983919101 3,446 35,247 SH   SOLE   35,247 0 0
XYLEM INC COM 98419M100 3,159 40,100 SH   SOLE   40,100 0 0
ZSCALER INC COM 98980G102 1,485 31,940 SH   SOLE   31,940 0 0