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 272 1 SH   SOLE   0 0 1
METTLER TOLEDO INTERNATIONAL COM 592688105 345 500 SH   SOLE   500 0 0
LOCKHEED MARTIN CORP COM 539830109 220 650 SH   SOLE   0 0 650
AUTOZONE INC COM 053332102 677 800 SH   SOLE   800 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 307 1,021 SH   SOLE   0 0 1,021
NORFOLK SOUTHERN CORP COM 655844108 263 1,800 SH   SOLE   0 0 1,800
BROADCOM INC COM 11135F101 427 1,800 SH   SOLE   0 0 1,800
CARLISLE COS INC COM 142339100 227 1,812 SH   SOLE   0 0 1,812
AMAZON COM INC COM 023135106 3,759 1,928 SH   SOLE   1,600 0 328
PALO ALTO NETWORKS INC COM 697435105 328 1,999 SH   SOLE   1,999 0 0
HUBSPOT INC COM 443573100 266 2,000 SH   SOLE   0 0 2,000
CATERPILLAR INC DEL COM 149123101 269 2,321 SH   SOLE   0 0 2,321
TWILIO INC CL A 90138F102 224 2,500 SH   SOLE   0 0 2,500
SYNOPSYS INC COM 871607107 322 2,500 SH   SOLE   2,500 0 0
TIFFANY & CO NEW COM 886547108 324 2,500 SH   SOLE   0 0 2,500
SPDR GOLD TRUST GOLD SHS 78463V107 400 2,700 SH   SOLE   2,700 0 0
EVERSOURCE ENERGY COM 30040W108 219 2,800 SH   SOLE   0 0 2,800
STRYKER CORP COM 863667101 466 2,800 SH   SOLE   0 0 2,800
REPUBLIC SVCS INC COM 760759100 211 2,805 SH   SOLE   2,805 0 0
GARMIN LTD SHS H2906T109 214 2,850 SH   SOLE   2,850 0 0
APTARGROUP INC COM 038336103 289 2,900 SH   SOLE   0 0 2,900
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 583 3,000 SH   SOLE   1,000 0 2,000
CHEMED CORP NEW COM 16359R103 1,300 3,000 SH   SOLE   3,000 0 0
INTUIT COM 461202103 690 3,000 SH   SOLE   3,000 0 0
MICROSOFT CORP COM 594918104 484 3,067 SH   SOLE   1,200 0 1,867
BOEING CO COM 097023105 468 3,141 SH   SOLE   3,141 0 0
AMERIPRISE FINL INC COM 03076C106 338 3,300 SH   SOLE   0 0 3,300
FACEBOOK INC CL A 30303M102 551 3,302 SH   SOLE   3,302 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 338 3,313 SH   SOLE   3,313 0 0
LIFE STORAGE INC COM 53223X107 321 3,400 SH   SOLE   0 0 3,400
SHERWIN WILLIAMS CO COM 824348106 1,579 3,437 SH   SOLE   3,437 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 742 3,500 SH   SOLE   0 0 3,500
SOUTHERN CO COM 842587107 200 3,700 SH   SOLE   0 0 3,700
INTERNATIONAL BUSINESS MACHS COM 459200101 415 3,745 SH   SOLE   0 0 3,745
MKS INSTRS INC COM 55306N104 326 4,000 SH   SOLE   0 0 4,000
VANGUARD INDEX FDS SM CP VAL ETF 922908611 365 4,113 SH   SOLE   0 0 4,113
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 589 4,300 SH   SOLE   0 0 4,300
ECOLAB INC COM 278865100 723 4,637 SH   SOLE   1,000 0 3,637
VANGUARD INDEX FDS VALUE ETF 922908744 437 4,902 SH   SOLE   0 0 4,902
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 512 4,952 SH   SOLE   0 0 4,952
QUEST DIAGNOSTICS INC COM 74834L100 404 5,030 SH   SOLE   5,030 0 0
FAIR ISAAC CORP COM 303250104 1,581 5,139 SH   SOLE   5,139 0 0
ISHARES TR EXPANDED TECH 464287515 1,115 5,300 SH   SOLE   0 0 5,300
ISHARES TR SELECT DIVID ETF 464287168 393 5,349 SH   SOLE   0 0 5,349
NORTHROP GRUMMAN CORP COM 666807102 1,650 5,453 SH   SOLE   3,300 0 2,153
WHIRLPOOL CORP COM 963320106 472 5,500 SH   SOLE   0 0 5,500
AMERICAN ELEC PWR CO INC COM 025537101 444 5,550 SH   SOLE   0 0 5,550
VERIZON COMMUNICATIONS INC COM 92343V104 311 5,790 SH   SOLE   0 0 5,790
VICOR CORP COM 925815102 267 6,000 SH   SOLE   6,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 500 6,054 SH   SOLE   6,054 0 0
GALLAGHER ARTHUR J & CO COM 363576109 524 6,430 SH   SOLE   0 0 6,430
INVESCO EXCHANGE-TRADED FD T S&P SMLCP HELT 46138E149 672 6,500 SH   SOLE   0 0 6,500
BANK NEW YORK MELLON CORP COM 064058100 220 6,546 SH   SOLE   0 0 6,546
GENERAL DYNAMICS CORP COM 369550108 886 6,700 SH   SOLE   0 0 6,700
CELANESE CORP DEL COM 150870103 495 6,750 SH   SOLE   6,750 0 0
MIDDLEBY CORP COM 596278101 388 6,830 SH   SOLE   6,830 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,369 6,900 SH   SOLE   4,200 0 2,700
UNIVERSAL HLTH SVCS INC CL B 913903100 685 6,910 SH   SOLE   0 0 6,910
VERISK ANALYTICS INC COM 92345Y106 976 7,000 SH   SOLE   7,000 0 0
DAVITA INC COM 23918K108 533 7,009 SH   SOLE   7,009 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 652 7,200 SH   SOLE   0 0 7,200
CYBERARK SOFTWARE LTD SHS M2682V108 650 7,600 SH   SOLE   7,600 0 0
WASTE MGMT INC DEL COM 94106L109 717 7,742 SH   SOLE   7,742 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 632 7,818 SH   SOLE   0 0 7,818
VISA INC COM CL A 92826C839 1,264 7,848 SH   SOLE   7,848 0 0
CAPITAL ONE FINL CORP COM 14040H105 398 7,886 SH   SOLE   0 0 7,886
CINTAS CORP COM 172908105 1,378 7,957 SH   SOLE   5,500 0 2,457
INSIGHT ENTERPRISES INC COM 45765U103 337 8,000 SH   SOLE   8,000 0 0
VEEVA SYS INC CL A COM 922475108 1,251 8,003 SH   SOLE   8,003 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 379 8,280 SH   SOLE   0 0 8,280
SVB FINANCIAL GROUP COM 78486Q101 1,292 8,550 SH   SOLE   8,550 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 1,127 8,555 SH   SOLE   8,555 0 0
INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 241 9,000 SH   SOLE   0 0 9,000
ARK ETF TR NEXT GNRTN INTER 00214Q401 475 9,000 SH   SOLE   0 0 9,000
CMS ENERGY CORP COM 125896100 529 9,000 SH   SOLE   0 0 9,000
TETRA TECH INC NEW COM 88162G103 637 9,015 SH   SOLE   9,015 0 0
HEICO CORP NEW COM 422806109 677 9,070 SH   SOLE   9,070 0 0
ANSYS INC COM 03662Q105 2,137 9,194 SH   SOLE   9,194 0 0
AMERICAN EXPRESS CO COM 025816109 842 9,838 SH   SOLE   9,838 0 0
NVIDIA CORP COM 67066G104 2,611 9,905 SH   SOLE   8,000 0 1,905
WISDOMTREE TR US SMALLCAP DIVD 97717W604 180 10,000 SH   SOLE   0 0 10,000
ARK ETF TR INNOVATION ETF 00214Q104 440 10,000 SH   SOLE   0 0 10,000
WAYFAIR INC CL A 94419L101 534 10,000 SH   SOLE   10,000 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 429 10,000 SH   SOLE   0 0 10,000
ALLEGION PLC ORD SHS G0176J109 921 10,004 SH   SOLE   10,004 0 0
FLEXION THERAPEUTICS INC COM 33938J106 79 10,010 SH   SOLE   10,010 0 0
ACCURAY INC COM 004397105 19 10,100 SH   SOLE   10,100 0 0
CUBIC CORP COM 229669106 418 10,125 SH   SOLE   10,125 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 1,591 10,154 SH   SOLE   0 0 10,154
ALPHABET INC CAP STK CL A 02079K305 12,020 10,345 SH   SOLE   9,000 0 1,345
JUST ENERGY GROUP INC COM 48213W101 5 10,500 SH   SOLE   0 0 10,500
ISHARES TR US BR DEL SE ETF 464288794 537 10,500 SH   SOLE   0 0 10,500
ALEXANDERS INC COM 014752109 2,909 10,543 SH   SOLE   5,900 0 4,643
ALPINE IMMUNE SCIENCES INC COM 02083G100 30 10,580 SH   SOLE   10,580 0 0
ACUITY BRANDS INC COM 00508Y102 917 10,700 SH   SOLE   7,000 0 3,700
LITTELFUSE INC COM 537008104 1,441 10,800 SH   SOLE   9,000 0 1,800
HUNTSMAN CORP COM 447011107 156 10,805 SH   SOLE   0 0 10,805
WASHINGTON TR BANCORP COM 940610108 397 10,870 SH   SOLE   0 0 10,870
ALPHABET INC CAP STK CL C 02079K107 12,798 11,006 SH   SOLE   9,424 0 1,582
CONSOLIDATED EDISON INC COM 209115104 862 11,055 SH   SOLE   0 0 11,055
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 792 11,200 SH   SOLE   0 0 11,200
IPG PHOTONICS CORP COM 44980X109 1,235 11,200 SH   SOLE   11,200 0 0
ULTA BEAUTY INC COM 90384S303 1,995 11,352 SH   SOLE   9,200 0 2,152
CHARLES RIV LABS INTL INC COM 159864107 1,439 11,400 SH   SOLE   5,000 0 6,400
INGREDION INC COM 457187102 866 11,467 SH   SOLE   11,467 0 0
AT&T INC COM 00206R102 337 11,554 SH   SOLE   0 0 11,554
VEREIT INC COM 92339V100 58 11,800 SH   SOLE   0 0 11,800
GENERAL ELECTRIC CO COM 369604103 95 11,966 SH   SOLE   0 0 11,966
COMERICA INC COM 200340107 355 12,100 SH   SOLE   12,100 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 427 12,120 SH   SOLE   12,120 0 0
KLA CORPORATION COM NEW 482480100 1,782 12,400 SH   SOLE   8,750 0 3,650
INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639 1,072 12,500 SH   SOLE   0 0 12,500
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 325 12,600 SH   SOLE   0 0 12,600
TOLL BROTHERS INC COM 889478103 243 12,600 SH   SOLE   12,600 0 0
LOGITECH INTL S A SHS H50430232 543 12,650 SH   SOLE   6,000 0 6,650
BOOT BARN HLDGS INC COM 099406100 164 12,660 SH   SOLE   12,660 0 0
V F CORP COM 918204108 698 12,900 SH   SOLE   12,900 0 0
BENEFYTT TECHNOLOGIES INC COM CL A 08182C106 289 12,920 SH   SOLE   12,920 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,718 13,109 SH   SOLE   8,040 0 5,069
DOLLAR GEN CORP NEW COM 256677105 2,051 13,580 SH   SOLE   13,580 0 0
CATHAY GEN BANCORP COM 149150104 312 13,615 SH   SOLE   0 0 13,615
TELEFLEX INCORPORATED COM 879369106 4,004 13,671 SH   SOLE   10,600 0 3,071
MCGRATH RENTCORP COM 580589109 718 13,700 SH   SOLE   8,000 0 5,700
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,240 14,000 SH   SOLE   0 0 14,000
GLACIER BANCORP INC NEW COM 37637Q105 476 14,000 SH   SOLE   0 0 14,000
SITIME CORP COM 82982T106 305 14,000 SH   SOLE   14,000 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 600 14,149 SH   SOLE   14,149 0 0
BIOSPECIFICS TECHNOLOGIES CO COM 090931106 823 14,550 SH   SOLE   14,550 0 0
PHILLIPS 66 COM 718546104 793 14,775 SH   SOLE   14,775 0 0
JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 135 15,000 SH   SOLE   0 0 15,000
TORTOISE PIPELINE & ENERGY F COM 89148H108 40 15,000 SH   SOLE   0 0 15,000
T MOBILE US INC COM 872590104 1,264 15,060 SH   SOLE   15,060 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 1,127 15,100 SH   SOLE   8,000 0 7,100
DIGITAL RLTY TR INC COM 253868103 2,115 15,229 SH   SOLE   2,725 0 12,504
LENNAR CORP CL B 526057302 441 15,248 SH   SOLE   15,248 0 0
ORACLE CORP COM 68389X105 738 15,277 SH   SOLE   15,277 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,039 15,338 SH   SOLE   11,150 0 4,188
CIGNA CORP NEW COM 125523100 2,752 15,531 SH   SOLE   9,338 0 6,193
HUMANA INC COM 444859102 4,945 15,746 SH   SOLE   13,800 0 1,946
ZOETIS INC CL A 98978V103 1,864 15,840 SH   SOLE   8,000 0 7,840
INVESCO EXCHANGE-TRADED FD T KBW PREM YIELD 46138E594 265 16,000 SH   SOLE   0 0 16,000
RAYMOND JAMES FINANCIAL INC COM 754730109 1,011 16,000 SH   SOLE   16,000 0 0
CODEXIS INC COM 192005106 179 16,000 SH   SOLE   16,000 0 0
AMEDISYS INC COM 023436108 2,947 16,058 SH   SOLE   12,000 0 4,058
EXXON MOBIL CORP COM 30231G102 629 16,559 SH   SOLE   0 0 16,559
AMGEN INC COM 031162100 3,434 16,939 SH   SOLE   11,000 0 5,939
NEXTERA ENERGY INC COM 65339F101 4,175 17,351 SH   SOLE   2,300 0 15,051
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,205 17,447 SH   SOLE   13,000 0 4,447
INTRA CELLULAR THERAPIES INC COM 46116X101 275 17,900 SH   SOLE   0 0 17,900
CISCO SYS INC COM 17275R102 712 18,120 SH   SOLE   18,120 0 0
ILLUMINA INC COM 452327109 5,138 18,812 SH   SOLE   18,812 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 9,660 19,507 SH   SOLE   16,500 0 3,007
LUMENTUM HLDGS INC COM 55024U109 1,467 19,900 SH   SOLE   17,000 0 2,900
PRINCIPAL REAL ESTATE INCOME SHS BEN INT 74255X104 242 20,000 SH   SOLE   0 0 20,000
ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 228 20,000 SH   SOLE   0 0 20,000
AMICUS THERAPEUTICS INC COM 03152W109 185 20,000 SH   SOLE   20,000 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 119 20,007 SH   SOLE   20,007 0 0
CENTURYLINK INC COM 156700106 190 20,117 SH   SOLE   0 0 20,117
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,042 20,200 SH   SOLE   10,000 0 10,200
EDWARDS LIFESCIENCES CORP COM 28176E108 3,837 20,340 SH   SOLE   20,340 0 0
MERCK & CO. INC COM 58933Y105 1,577 20,500 SH   SOLE   12,000 0 8,500
MOLINA HEALTHCARE INC COM 60855R100 2,864 20,500 SH   SOLE   20,500 0 0
AVERY DENNISON CORP COM 053611109 2,109 20,700 SH   SOLE   13,000 0 7,700
SUNRUN INC COM 86771W105 211 20,873 SH   SOLE   20,873 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 705 21,000 SH   SOLE   0 0 21,000
WISDOMTREE TR US QTLY DIV GRT 97717X669 817 21,000 SH   SOLE   0 0 21,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,030 21,561 SH   SOLE   0 0 21,561
ALBEMARLE CORP COM 012653101 1,220 21,645 SH   SOLE   12,000 0 9,645
CITIGROUP INC COM NEW 172967424 913 21,680 SH   SOLE   21,680 0 0
PAYPAL HLDGS INC COM 70450Y103 2,103 21,966 SH   SOLE   21,966 0 0
SPDR SER TR S&P REGL BKG 78464A698 721 22,120 SH   SOLE   0 0 22,120
PFIZER INC COM 717081103 725 22,213 SH   SOLE   0 0 22,213
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,276 22,820 SH   SOLE   18,000 0 4,820
JACOBS ENGR GROUP INC COM 469814107 1,810 22,836 SH   SOLE   20,000 0 2,836
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,401 23,524 SH   SOLE   10,000 0 13,524
INTEL CORP COM 458140100 1,303 24,084 SH   SOLE   0 0 24,084
BANK OZK COM 06417N103 404 24,200 SH   SOLE   24,200 0 0
BECTON DICKINSON & CO COM 075887109 5,621 24,462 SH   SOLE   15,000 0 9,462
MASTEC INC COM 576323109 808 24,700 SH   SOLE   24,700 0 0
UNITED RENTALS INC COM 911363109 2,557 24,850 SH   SOLE   18,000 0 6,850
FIDELITY NATL INFORMATION SV COM 31620M106 3,032 24,926 SH   SOLE   12,000 1 12,926
QURATE RETAIL INC COM SER A 74915M100 153 25,001 SH   SOLE   0 2 25,001
LEIDOS HOLDINGS INC COM 525327102 2,342 25,550 SH   SOLE   15,000 3 10,550
RAYTHEON CO COM NEW 755111507 3,385 25,808 SH   SOLE   19,650 4 6,158
TAUBMAN CTRS INC COM 876664103 1,089 26,000 SH   SOLE   0 5 26,000
MONDELEZ INTL INC CL A 609207105 1,305 26,055 SH   SOLE   26,055 6 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2,599 26,500 SH   SOLE   0 7 26,500
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,279 28,222 SH   SOLE   28,222 8 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 656 29,000 SH   SOLE   0 9 29,000
LCI INDS COM 50189K103 1,945 29,100 SH   SOLE   29,100 10 0
UNION PAC CORP COM 907818108 4,216 29,890 SH   SOLE   0 11 29,890
VANECK VECTORS ETF TR MTG REIT INCOME 92189F452 300 30,000 SH   SOLE   0 12 30,000
CBRE CLARION GLOBAL REAL EST COM 12504G100 157 30,000 SH   SOLE   0 13 30,000
ZEBRA TECHNOLOGIES CORP CL A 989207105 5,557 30,269 SH   SOLE   29,000 14 1,269
VIACOMCBS INC CL B 92556H206 428 30,550 SH   SOLE   30,550 15 0
FEDEX CORP COM 31428X106 3,747 30,900 SH   SOLE   20,000 16 10,900
STARWOOD PPTY TR INC COM 85571B105 320 31,200 SH   SOLE   0 17 31,200
JPMORGAN CHASE & CO COM 46625H100 2,817 31,293 SH   SOLE   17,800 18 13,493
ABBOTT LABS COM 002824100 2,512 31,831 SH   SOLE   14,000 19 17,831
HOME DEPOT INC COM 437076102 6,034 32,318 SH   SOLE   22,500 20 9,818
WISDOMTREE TR EMER MKT HIGH FD 97717W315 1,061 32,886 SH   SOLE   0 21 32,886
MACERICH CO COM 554382101 191 34,000 SH   SOLE   0 22 34,000
CINEMARK HOLDINGS INC COM 17243V102 350 34,348 SH   SOLE   34,348 23 0
CYRUSONE INC COM 23283R100 2,156 34,920 SH   SOLE   28,000 24 6,920
INMODE LTD SHS M5425M103 754 35,060 SH   SOLE   35,060 25 0
STATE STR CORP COM 857477103 1,870 35,110 SH   SOLE   23,000 26 12,110
ANTHEM INC COM 036752103 8,242 36,300 SH   SOLE   34,000 27 2,300
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3,054 38,000 SH   SOLE   0 28 38,000
QUALCOMM INC COM 747525103 2,584 38,193 SH   SOLE   15,000 29 23,193
ABBVIE INC COM 00287Y109 2,916 38,269 SH   SOLE   23,060 30 15,209
ACADIA PHARMACEUTICALS INC COM 004225108 1,648 39,000 SH   SOLE   39,000 31 0
SNAP ON INC COM 833034101 4,304 39,550 SH   SOLE   26,200 32 13,350
ROSS STORES INC COM 778296103 3,461 39,800 SH   SOLE   39,800 33 0
L3HARRIS TECHNOLOGIES INC COM 502431109 7,175 39,835 SH   SOLE   23,900 34 15,935
APTIV PLC SHS G6095L109 1,962 39,850 SH   SOLE   18,000 35 21,850
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 833 40,000 SH   SOLE   0 36 40,000
SPDR SER TR S&P BIOTECH 78464A870 3,121 40,300 SH   SOLE   0 37 40,300
PLUG POWER INC COM NEW 72919P202 146 41,200 SH   SOLE   41,200 38 0
GILEAD SCIENCES INC COM 375558103 3,162 42,300 SH   SOLE   39,000 39 3,300
ADVANCED MICRO DEVICES INC COM 007903107 1,934 42,520 SH   SOLE   18,500 40 24,020
LGI HOMES INC COM 50187T106 1,946 43,100 SH   SOLE   15,000 41 28,100
CENTURY CMNTYS INC COM 156504300 638 44,000 SH   SOLE   20,000 42 24,000
M & T BK CORP COM 55261F104 4,554 44,030 SH   SOLE   8,000 43 36,030
PULTE GROUP INC COM 745867101 1,006 45,064 SH   SOLE   45,064 44 0
VALVOLINE INC COM 92047W101 594 45,406 SH   SOLE   45,406 45 0
MEDTRONIC PLC SHS G5960L103 4,157 46,100 SH   SOLE   28,500 46 17,600
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,222 47,600 SH   SOLE   20,500 47 27,100
COMCAST CORP NEW CL A 20030N101 1,657 48,190 SH   SOLE   36,000 48 12,190
REALOGY HLDGS CORP COM 75605Y106 151 50,000 SH   SOLE   0 49 50,000
AC IMMUNE SA SHS H00263105 346 50,000 SH   SOLE   50,000 50 0
MEDNAX INC COM 58502B106 589 50,600 SH   SOLE   50,600 51 0
CAMPING WORLD HLDGS INC CL A 13462K109 289 50,800 SH   SOLE   50,800 52 0
TJX COS INC NEW COM 872540109 2,672 55,890 SH   SOLE   40,247 53 15,643
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2,477 56,000 SH   SOLE   0 54 56,000
INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V589 455 56,000 SH   SOLE   0 55 56,000
HENRY SCHEIN INC COM 806407102 2,863 56,665 SH   SOLE   34,000 56 22,665
CORNING INC COM 219350105 1,169 56,900 SH   SOLE   32,000 57 24,900
SPDR SER TR S&P RETAIL ETF 78464A714 1,727 58,000 SH   SOLE   0 58 58,000
BROOKFIELD REAL ASSETS INCOM SHS BEN INT 112830104 881 60,000 SH   SOLE   0 59 60,000
MINERVA NEUROSCIENCES INC COM 603380106 363 60,329 SH   SOLE   60,329 60 0
LENNAR CORP CL A 526057104 2,609 68,300 SH   SOLE   45,000 61 23,300
ANTARES PHARMA INC COM 036642106 163 69,000 SH   SOLE   69,000 62 0
D R HORTON INC COM 23331A109 2,367 69,626 SH   SOLE   45,000 63 24,626
NEWELL BRANDS INC COM 651229106 949 71,465 SH   SOLE   56,620 64 14,845
FLIR SYS INC COM 302445101 2,347 73,600 SH   SOLE   73,600 65 0
CENTENE CORP DEL COM 15135B101 4,396 74,000 SH   SOLE   54,380 66 19,620
CME GROUP INC COM 12572Q105 13,076 75,622 SH   SOLE   68,000 67 7,622
INVESTORS BANCORP INC NEW COM 46146L101 607 75,994 SH   SOLE   75,994 68 0
COLONY CAP INC NEW CL A COM 19626G108 137 78,181 SH   SOLE   0 69 78,181
FISERV INC COM 337738108 8,012 84,350 SH   SOLE   76,000 70 8,350
AUDIOCODES LTD ORD M15342104 2,067 86,509 SH   SOLE   73,619 71 12,890
JOHNSON & JOHNSON COM 478160104 13,400 102,186 SH   SOLE   24,200 72 77,986
APPLE INC COM 037833100 26,015 102,304 SH   SOLE   102,304 73 0
ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 1,025 155,809 SH   SOLE   0 74 155,809
PITNEY BOWES INC COM 724479100 329 161,350 SH   SOLE   85,000 75 76,350
ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 1,579 372,394 SH   SOLE   0 76 372,394
BK OF AMERICA CORP COM 060505104 10,767 507,142 SH   SOLE   400,068 77 107,074
WELLS FARGO CO NEW COM 949746101 25,691 895,145 SH   SOLE   27,419 78 867,726