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 7,971 51,098 SH   SOLE   0 51,098 0
ABBOTT LABS COM 002824100 15,253 166,831 SH   SOLE   0 166,831 0
ACCENTURE PLC IRELAND CL A COM G1151C101 207 965 SH   SOLE   0 965 0
ADOBE INC COM 00724F101 30,315 69,640 SH   SOLE   0 69,640 0
AIR PRODS & CHEMS INC COM 009158106 495 2,050 SH   SOLE   0 2,050 0
ALIBABA GROUP HLDG SPON ADR COM 01609W102 4,128 19,137 SH   SOLE   0 19,137 0
ALPHABET INC CLASS A COM 02079K305 51,521 36,332 SH   SOLE   0 36,332 0
AMAZON COM INC COM 023135106 76,279 27,649 SH   SOLE   0 27,649 0
AMERICAN TOWER CORP REIT COM 03027X100 23,003 88,973 SH   SOLE   0 88,973 0
AMGEN INC COM 031162100 12,794 54,243 SH   SOLE   0 54,243 0
APPLE INC COM 037833100 78,316 214,683 SH   SOLE   0 214,683 0
BANK OF AMERICA CORPORATION COM 060505104 23,214 977,444 SH   SOLE   0 977,444 0
BOEING CO COM 097023105 1,263 6,892 SH   SOLE   0 6,892 0
BOSTON SCIENTIFIC CORP COM 101137107 20,550 585,306 SH   SOLE   0 585,306 0
BRISTOL MYERS SQUIBB CO COM 110122108 7,766 132,069 SH   SOLE   0 132,069 0
BROADCOM INC COM 11135F101 9,591 30,390 SH   SOLE   0 30,390 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 11,701 186,952 SH   SOLE   0 186,952 0
CATERPILLAR INC DEL COM 149123101 10,274 81,221 SH   SOLE   0 81,221 0
CENTENE CORP DEL COM 15135B101 661 10,400 SH   SOLE   0 10,400 0
CHARTER COMMUNICATIONS INC NEW COM 16119P108 23,320 45,721 SH   SOLE   0 45,721 0
CHEVRON CORP NEW COM 166764100 14,531 162,853 SH   SOLE   0 162,853 0
CISCO SYS INC COM 17275R102 11,439 245,269 SH   SOLE   0 245,269 0
CITIGROUP INC NEW COM 172967424 23,590 461,646 SH   SOLE   0 461,646 0
COCA-COLA CO COM 191216100 7,617 170,473 SH   SOLE   0 170,473 0
CONOCOPHILLIPS COM 20825C104 15,020 357,452 SH   SOLE   0 357,452 0
COSTCO WHSL CORP NEW COM 22160K105 12,515 41,276 SH   SOLE   0 41,276 0
CUMMINS INC COM 231021106 14,651 84,558 SH   SOLE   0 84,558 0
CVS HEALTH CORP COM 126650100 13,672 210,441 SH   SOLE   0 210,441 0
DEERE & CO COM 244199105 14,327 91,167 SH   SOLE   0 91,167 0
DISNEY WALT CO COM 254687106 3,772 33,823 SH   SOLE   0 33,823 0
DOLLAR GENERAL CORP COM 256677105 2,722 14,287 SH   SOLE   0 14,287 0
EBAY INC COM 278642103 20,169 384,531 SH   SOLE   0 384,531 0
EXXON MOBIL CORP COM 30231G102 5,003 111,882 SH   SOLE   0 111,882 0
FACEBOOK INC COM 30303M102 43,411 191,180 SH   SOLE   0 191,180 0
FISERV INC COM 337738108 23,663 242,397 SH   SOLE   0 242,397 0
FORTINET INC COM 34959E109 8,557 62,338 SH   SOLE   0 62,338 0
GODADDY INC CL A COM 380237107 5,304 72,326 SH   SOLE   0 72,326 0
HOME DEPOT INC COM 437076102 32,081 128,064 SH   SOLE   0 128,064 0
HONEYWELL INTL INC COM 438516106 24,797 171,497 SH   SOLE   0 171,497 0
HUNTINGTON INGALLS INDUSTRIES COM 446413106 4,702 26,949 SH   SOLE   0 26,949 0
ILLINOIS TOOL WKS INC COM 452308109 714 4,082 SH   SOLE   0 4,082 0
INTUIT INC COM 461202103 292 985 SH   SOLE   0 985 0
JOHNSON & JOHNSON COM 478160104 31,672 225,212 SH   SOLE   0 225,212 0
JPMORGAN CHASE & CO COM 46625H100 30,196 321,024 SH   SOLE   0 321,024 0
L3HARRIS TECHNOLOGIES INC COM 502431109 15,847 93,401 SH   SOLE   0 93,401 0
LILLY ELI & CO COM 532457108 27,623 168,251 SH   SOLE   0 168,251 0
LOCKHEED MARTIN CORP COM 539830109 900 2,465 SH   SOLE   0 2,465 0
MARVELL TECHNOLOGY GROUP LTD COM G5876H105 10,047 286,571 SH   SOLE   0 286,571 0
MASTERCARD INC COM 57636Q104 402 1,361 SH   SOLE   0 1,361 0
MEDTRONIC PLC COM G5960L103 3,004 32,761 SH   SOLE   0 32,761 0
MERCK & CO INC NEW COM 58933Y105 16,309 210,902 SH   SOLE   0 210,902 0
MICRON TECHNOLOGY INC COM 595112103 18,887 366,598 SH   SOLE   0 366,598 0
MICROSOFT CORP COM 594918104 79,108 388,717 SH   SOLE   0 388,717 0
MONGODB INC COM 60937P106 250 1,105 SH   SOLE   0 1,105 0
MORGAN STANLEY COM 617446448 11,457 237,210 SH   SOLE   0 237,210 0
NEXTERA ENERGY INC COM 65339F101 584 2,430 SH   SOLE   0 2,430 0
NIKE INC COM 654106103 4,705 47,988 SH   SOLE   0 47,988 0
NORFOLK SOUTHERN CORP COM 655844108 23,691 134,935 SH   SOLE   0 134,935 0
NORTHROP GRUMMAN CORP COM 666807102 497 1,618 SH   SOLE   0 1,618 0
NVIDIA CORP COM 67066G104 33,339 87,755 SH   SOLE   0 87,755 0
PALO ALTO NETWORKS INC COM 697435105 13,549 58,994 SH   SOLE   0 58,994 0
PAYPAL HOLDINGS INC COM 70450Y103 45,814 262,954 SH   SOLE   0 262,954 0
PEPSICO INC COM 713448108 7,685 58,105 SH   SOLE   0 58,105 0
PHILIP MORRIS INTERNATIONAL IN COM 718172109 2,176 31,054 SH   SOLE   0 31,054 0
PNC BANK CORP COM 693475105 6,883 65,419 SH   SOLE   0 65,419 0
PROCTER & GAMBLE CO. COM 742718109 8,267 69,143 SH   SOLE   0 69,143 0
QUALCOMM INC COM 747525103 23,017 252,347 SH   SOLE   0 252,347 0
ROCKWELL AUTOMATION INC COM 773903109 14,026 65,849 SH   SOLE   0 65,849 0
SALESFORCE.COM INC COM 79466L302 20,319 108,465 SH   SOLE   0 108,465 0
SBA COMMUNICATIONS CORP COM 78410G104 13,956 46,845 SH   SOLE   0 46,845 0
SEALED AIR CORP NEW COM 81211K100 15,509 472,114 SH   SOLE   0 472,114 0
SHOPIFY INC CL A COM 82509L107 17,580 18,521 SH   SOLE   0 18,521 0
SPLUNK INC COM 848637104 450 2,265 SH   SOLE   0 2,265 0
STANLEY BLACKER & DECKER INC COM 854502101 5,161 37,026 SH   SOLE   0 37,026 0
SYNOPSYS INC COM 871607107 11,133 57,092 SH   SOLE   0 57,092 0
TARGET CORP COM 87612E106 10,710 89,306 SH   SOLE   0 89,306 0
TEXAS INSTRS INC COM 882508104 285 2,246 SH   SOLE   0 2,246 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,813 29,842 SH   SOLE   0 29,842 0
TJX COS INC NEW COM 872540109 6,695 132,417 SH   SOLE   0 132,417 0
UNION PAC CORP COM 907818108 795 4,700 SH   SOLE   0 4,700 0
UNITED PARCEL SERVICES INC COM 911312106 9,083 81,700 SH   SOLE   0 81,700 0
UNITEDHEALTH GROUP INC COM 91324P102 25,108 85,126 SH   SOLE   0 85,126 0
VALERO ENERGY CORP COM 91913Y100 250 4,250 SH   SOLE   0 4,250 0
VISA INC CL A COM 92826C839 38,993 201,859 SH   SOLE   0 201,859 0
WALMART INC COM 931142103 2,774 23,161 SH   SOLE   0 23,161 0
WYNN RESORTS LTD COM 983134107 11,231 150,775 SH   SOLE   0 150,775 0
ZOETIS INC CL A COM 98978V103 9,044 65,997 SH   SOLE   0 65,997 0
SPDR GOLD TRUST COM 78463V107 267 1,595 SH   SOLE   0 1,595 0
SPDR S&P 500 ETF TRUST COM 78462F103 6,803 22,061 SH   SOLE   0 22,061 0
VANGUARD 500 INDEX FD ADMIRAL COM 922908710 452 1,604 SH   SOLE   0 1,604 0
WTS AMERICAN INTER GROUP FRANC COM ACG874152 0 61,820 SH   SOLE   0 61,820 0
ABBOTT LABS COM 002824100 23,145 253,142 SH   SOLE   0 253,142 0
ADOBE INC COM 00724F101 28,695 65,919 SH   SOLE   0 65,919 0
ALIBABA GROUP HLDG SPON ADR COM 01609W102 27,035 125,335 SH   SOLE   0 125,335 0
ALPHABET INC CLASS A COM 02079K305 65,966 46,519 SH   SOLE   0 46,519 0
ALPHABET INC CLASS C NON-VOTIN COM 02079K107 2,595 1,836 SH   SOLE   0 1,836 0
AMAZON COM INC COM 023135106 125,913 45,640 SH   SOLE   0 45,640 0
AMERICAN TOWER CORP REIT COM 03027X100 39,146 151,413 SH   SOLE   0 151,413 0
AMGEN INC COM 031162100 21,271 90,183 SH   SOLE   0 90,183 0
APPLE INC COM 037833100 139,977 383,709 SH   SOLE   0 383,709 0
BANK OF AMERICA CORPORATION COM 060505104 39,895 1,679,804 SH   SOLE   0 1,679,804 0
BOEING CO COM 097023105 9,512 51,892 SH   SOLE   0 51,892 0
BOSTON SCIENTIFIC CORP COM 101137107 29,735 846,914 SH   SOLE   0 846,914 0
CHARTER COMMUNICATIONS INC NEW COM 16119P108 33,068 64,835 SH   SOLE   0 64,835 0
CHEVRON CORP NEW COM 166764100 34,885 390,958 SH   SOLE   0 390,958 0
CITIGROUP INC NEW COM 172967424 40,543 793,403 SH   SOLE   0 793,403 0
COCA-COLA CO COM 191216100 16,519 369,720 SH   SOLE   0 369,720 0
CONOCOPHILLIPS COM 20825C104 18,968 451,404 SH   SOLE   0 451,404 0
CUMMINS INC COM 231021106 19,424 112,109 SH   SOLE   0 112,109 0
CVS HEALTH CORP COM 126650100 19,077 293,632 SH   SOLE   0 293,632 0
DEERE & CO COM 244199105 16,224 103,241 SH   SOLE   0 103,241 0
DISNEY WALT CO COM 254687106 26,852 240,802 SH   SOLE   0 240,802 0
DOLLAR GENERAL CORP COM 256677105 18,507 97,142 SH   SOLE   0 97,142 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107 727 40,000 SH   SOLE   0 40,000 0
FACEBOOK INC COM 30303M102 55,663 245,136 SH   SOLE   0 245,136 0
FISERV INC COM 337738108 37,014 379,160 SH   SOLE   0 379,160 0
FREEPORT MCMORAN COPPER&GOLD COM 35671D857 1,165 100,700 SH   SOLE   0 100,700 0
HALLIBURTON CO COM 406216101 790 60,900 SH   SOLE   0 60,900 0
HOME DEPOT INC COM 437076102 43,404 173,264 SH   SOLE   0 173,264 0
HONEYWELL INTL INC COM 438516106 40,534 280,337 SH   SOLE   0 280,337 0
ISHARES IBOXX HIGH YIELD CORP COM 464288513 408 5,000 SH   SOLE   0 5,000 0
JOHNSON & JOHNSON COM 478160104 43,679 310,592 SH   SOLE   0 310,592 0
JPMORGAN CHASE & CO COM 46625H100 42,350 450,246 SH   SOLE   0 450,246 0
L3HARRIS TECHNOLOGIES INC COM 502431109 24,306 143,257 SH   SOLE   0 143,257 0
LILLY ELI & CO COM 532457108 41,243 251,209 SH   SOLE   0 251,209 0
MEDTRONIC PLC COM G5960L103 18,087 197,241 SH   SOLE   0 197,241 0
MERCK & CO INC NEW COM 58933Y105 24,369 315,129 SH   SOLE   0 315,129 0
MICRON TECHNOLOGY INC COM 595112103 26,157 507,698 SH   SOLE   0 507,698 0
MICROSOFT CORP COM 594918104 146,855 721,612 SH   SOLE   0 721,612 0
MORGAN STANLEY COM 617446448 29,468 610,109 SH   SOLE   0 610,109 0
NIKE INC COM 654106103 30,031 306,282 SH   SOLE   0 306,282 0
NORFOLK SOUTHERN CORP COM 655844108 51,153 291,353 SH   SOLE   0 291,353 0
NVIDIA CORP COM 67066G104 46,942 123,562 SH   SOLE   0 123,562 0
PALO ALTO NETWORKS INC COM 697435105 12,900 56,167 SH   SOLE   0 56,167 0
PAYPAL HOLDINGS INC COM 70450Y103 57,682 331,070 SH   SOLE   0 331,070 0
PEPSICO INC COM 713448108 15,674 118,510 SH   SOLE   0 118,510 0
PHILIP MORRIS INTERNATIONAL IN COM 718172109 16,664 237,849 SH   SOLE   0 237,849 0
PROCTER & GAMBLE CO. COM 742718109 19,025 159,115 SH   SOLE   0 159,115 0
QUALCOMM INC COM 747525103 33,811 370,695 SH   SOLE   0 370,695 0
ROCKWELL AUTOMATION INC COM 773903109 18,351 86,157 SH   SOLE   0 86,157 0
SALESFORCE.COM INC COM 79466L302 24,095 128,624 SH   SOLE   0 128,624 0
SBA COMMUNICATIONS CORP COM 78410G104 18,580 62,365 SH   SOLE   0 62,365 0
SHOPIFY INC CL A COM 82509L107 27,596 29,073 SH   SOLE   0 29,073 0
T MOBILE US INC COM 872590104 614 5,894 SH   SOLE   0 5,894 0
TARGET CORP COM 87612E106 20,466 170,652 SH   SOLE   0 170,652 0
TEVA PHARMACEUTICAL IND LTD AD COM 881624209 925 75,000 SH   SOLE   0 75,000 0
TJX COS INC NEW COM 872540109 10,970 216,977 SH   SOLE   0 216,977 0
UNITEDHEALTH GROUP INC COM 91324P102 43,978 149,103 SH   SOLE   0 149,103 0
VISA INC CL A COM 92826C839 68,732 355,812 SH   SOLE   0 355,812 0
WALMART INC COM 931142103 18,112 151,209 SH   SOLE   0 151,209 0
WILLIAMS COS INC DEL COM 969457100 666 35,000 SH   SOLE   0 35,000 0
WYNN RESORTS LTD COM 983134107 25,308 339,750 SH   SOLE   0 339,750 0
ZOETIS INC CL A COM 98978V103 18,727 136,657 SH   SOLE   0 136,657 0
SPDR S&P 500 ETF TRUST COM 78462F103 2,117 6,866 SH   SOLE   0 6,866 0