Contravisory Investment Management 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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
DANAHER CORPORATION	COM	235851102	305	1,371	SH		SOLE		0	0	1,371
DISNEY WALT CO	COM	254687106	54	300	SH		SOLE		0	0	300
OLLIES BARGAIN OUTLET HLDGS	COM	681116109	138	1,689	SH		SOLE		0	0	1,689
ISHARES INC	MSCI ISRAEL ETF	464286632	254	3,962	SH		SOLE		0	0	3,962
AMERICAN TOWER CORP NEW	COM	03027X100	178	791	SH		SOLE		0	0	791
GENERAL ELECTRIC CO	COM	369604103	11	1,000	SH		SOLE		0	0	1,000
ACTIVISION BLIZZARD INC	COM	00507V109	285	3,067	SH		SOLE		0	0	3,067
MASTERCARD INCORPORATED	CL A	57636Q104	314	880	SH		SOLE		0	0	880
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	46137V357	2	18	SH		SOLE		0	0	18
SPDR S&P 500 ETF TR	TR UNIT	78462F103	405	1,084	SH		SOLE		0	0	1,084
KONINKLIJKE PHILIPS N V	NY REG SH NEW	500472303	66	1,221	SH		SOLE		0	0	1,221
FOCUS FINL PARTNERS INC	COM CL A	34417P100	210	4,836	SH		SOLE		0	0	4,836
COMERICA INC	COM	200340107	514	9,207	SH		SOLE		0	0	9,207
INTUITIVE SURGICAL INC	COM NEW	46120E602	322	394	SH		SOLE		0	0	394
SELECT SECTOR SPDR TR	COMMUNICATION	81369Y852	448	6,636	SH		SOLE		0	0	6,636
SELECT SECTOR SPDR TR	ENERGY	81369Y506	323	8,522	SH		SOLE		0	0	8,522
COGNEX CORP	COM	192422103	6,197	77,192	SH		SOLE		0	0	77,192
ABBOTT LABS	COM	002824100	7,290	66,579	SH		SOLE		0	0	66,579
HINGHAM INSTN SVGS MASS	COM	433323102	54	250	SH		SOLE		0	0	250
NEXTERA ENERGY INC	COM	65339F101	6,889	89,292	SH		SOLE		0	0	89,292
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	325	3,969	SH		SOLE		0	0	3,969
SINA CORP	ORD	G81477104	58	1,361	SH		SOLE		0	0	1,361
BROWN FORMAN CORP	CL B	115637209	478	6,018	SH		SOLE		0	0	6,018
CASELLA WASTE SYS INC	CL A	147448104	174	2,811	SH		SOLE		0	0	2,811
ZEBRA TECHNOLOGIES CORPORATI	CL A	989207105	10,669	27,761	SH		SOLE		0	0	27,761
SELECT SECTOR SPDR TR	SBI CONS STPLS	81369Y308	75	1,106	SH		SOLE		0	0	1,106
COSTCO WHSL CORP NEW	COM	22160K105	6,165	16,362	SH		SOLE		0	0	16,362
XCEL ENERGY INC	COM	98389B100	284	4,263	SH		SOLE		0	0	4,263
ABIOMED INC	COM	003654100	499	1,538	SH		SOLE		0	0	1,538
AMAZON COM INC	COM	023135106	6,823	2,095	SH		SOLE		0	0	2,095
UNDER ARMOUR INC	CL C	904311206	311	20,924	SH		SOLE		0	0	20,924
GRAINGER W W INC	COM	384802104	45	111	SH		SOLE		0	0	111
BLACK KNIGHT INC	COM	09215C105	5,546	62,773	SH		SOLE		0	0	62,773
BAIDU INC	SPON ADR REP A	056752108	87	403	SH		SOLE		0	0	403
CATERPILLAR INC	COM	149123101	272	1,496	SH		SOLE		0	0	1,496
APPLE INC	COM	037833100	604	4,549	SH		SOLE		0	0	4,549
UNION PAC CORP	COM	907818108	5,548	26,647	SH		SOLE		0	0	26,647
TARGET CORP	COM	87612E106	6,715	38,040	SH		SOLE		0	0	38,040
TREX CO INC	COM	89531P105	5,871	70,128	SH		SOLE		0	0	70,128
QUALCOMM INC	COM	747525103	518	3,399	SH		SOLE		0	0	3,399
AT&T INC	COM	00206R102	34	1,176	SH		SOLE		0	0	1,176
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	9,402	35,994	SH		SOLE		0	0	35,994
INVESCO LTD	SHS	G491BT108	363	20,812	SH		SOLE		0	0	20,812
LOWES COS INC	COM	548661107	271	1,688	SH		SOLE		0	0	1,688
BORGWARNER INC	COM	099724106	281	7,272	SH		SOLE		0	0	7,272
ENVESTNET INC	COM	29404K106	158	1,924	SH		SOLE		0	0	1,924
GLOBAL PMTS INC	COM	37940X102	1,085	5,037	SH		SOLE		0	0	5,037
EASTMAN CHEM CO	COM	277432100	297	2,964	SH		SOLE		0	0	2,964
NORDSON CORP	COM	655663102	166	828	SH		SOLE		0	0	828
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	5,610	48,656	SH		SOLE		0	0	48,656
NORFOLK SOUTHN CORP	COM	655844108	71	300	SH		SOLE		0	0	300
VANGUARD INDEX FDS	GROWTH ETF	922908736	9	36	SH		SOLE		0	0	36
STEPAN CO	COM	858586100	219	1,834	SH		SOLE		0	0	1,834
ISHARES INC	MSCI NETHERL ETF	464286814	291	7,035	SH		SOLE		0	0	7,035
TRUIST FINL CORP	COM	89832Q109	302	6,302	SH		SOLE		0	0	6,302
IHS MARKIT LTD	SHS	G47567105	740	8,242	SH		SOLE		0	0	8,242
PROCTER AND GAMBLE CO	COM	742718109	5,790	41,610	SH		SOLE		0	0	41,610
SCHWAB STRATEGIC TR	US SML CAP ETF	808524607	3	36	SH		SOLE		0	0	36
EDWARDS LIFESCIENCES CORP	COM	28176E108	5	51	SH		SOLE		0	0	51
L BRANDS INC	COM	501797104	356	9,582	SH		SOLE		0	0	9,582
TERADYNE INC	COM	880770102	65	542	SH		SOLE		0	0	542
PRICE T ROWE GROUP INC	COM	74144T108	687	4,535	SH		SOLE		0	0	4,535
METTLER TOLEDO INTERNATIONAL	COM	592688105	6,928	6,079	SH		SOLE		0	0	6,079
CENTRAL GARDEN & PET CO	COM	153527106	141	3,661	SH		SOLE		0	0	3,661
WALMART INC	COM	931142103	298	2,069	SH		SOLE		0	0	2,069
CADENCE DESIGN SYSTEM INC	COM	127387108	490	3,594	SH		SOLE		0	0	3,594
THOR INDS INC	COM	885160101	107	1,150	SH		SOLE		0	0	1,150
US BANCORP DEL	COM NEW	902973304	7	155	SH		SOLE		0	0	155
ULTA BEAUTY INC	COM	90384S303	1	5	SH		SOLE		0	0	5
NIKE INC	CL B	654106103	6,123	43,282	SH		SOLE		0	0	43,282
SHERWIN WILLIAMS CO	COM	824348106	608	827	SH		SOLE		0	0	827
CONAGRA BRANDS INC	COM	205887102	310	8,560	SH		SOLE		0	0	8,560
AUTODESK INC	COM	052769106	6,940	22,730	SH		SOLE		0	0	22,730
GLOBANT S A	COM	L44385109	52	238	SH		SOLE		0	0	238
DECKERS OUTDOOR CORP	COM	243537107	343	1,196	SH		SOLE		0	0	1,196
NCR CORP NEW	COM	62886E108	11	284	SH		SOLE		0	0	284
ROCKWELL AUTOMATION INC	COM	773903109	5,627	22,435	SH		SOLE		0	0	22,435
VERISK ANALYTICS INC	COM	92345Y106	5,418	26,100	SH		SOLE		0	0	26,100
SHYFT GROUP INC	COM	825698103	243	8,569	SH		SOLE		0	0	8,569
NIO INC	SPON ADS	62914V106	84	1,725	SH		SOLE		0	0	1,725
ASPEN TECHNOLOGY INC	COM	045327103	162	1,245	SH		SOLE		0	0	1,245
MOSAIC CO NEW	COM	61945C103	292	12,703	SH		SOLE		0	0	12,703
EXXON MOBIL CORP	COM	30231G102	25	600	SH		SOLE		0	0	600
SELECT SECTOR SPDR TR	SBI INT-INDS	81369Y704	467	5,276	SH		SOLE		0	0	5,276
DAVITA INC	COM	23918K108	418	3,558	SH		SOLE		0	0	3,558
CAREDX INC	COM	14167L103	349	4,818	SH		SOLE		0	0	4,818
INTERDIGITAL INC	COM	45867G101	142	2,335	SH		SOLE		0	0	2,335
T-MOBILE US INC	COM	872590104	7,941	58,890	SH		SOLE		0	0	58,890
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	47	201	SH		SOLE		0	0	201
ABBVIE INC	COM	00287Y109	70	650	SH		SOLE		0	0	650
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	56	239	SH		SOLE		0	0	239
RESMED INC	COM	761152107	316	1,488	SH		SOLE		0	0	1,488
GENERAC HLDGS INC	COM	368736104	272	1,197	SH		SOLE		0	0	1,197
PAPA JOHNS INTL INC	COM	698813102	164	1,937	SH		SOLE		0	0	1,937
NICE LTD	SPONSORED ADR	653656108	108	380	SH		SOLE		0	0	380
CHEVRON CORP NEW	COM	166764100	93	1,100	SH		SOLE		0	0	1,100
HASBRO INC	COM	418056107	19	202	SH		SOLE		0	0	202
SVB FINANCIAL GROUP	COM	78486Q101	51	131	SH		SOLE		0	0	131
FLOWSERVE CORP	COM	34354P105	65	1,751	SH		SOLE		0	0	1,751
VISA INC	COM CL A	92826C839	6,739	30,808	SH		SOLE		0	0	30,808
TERADATA CORP DEL	COM	88076W103	8	354	SH		SOLE		0	0	354
LITHIA MTRS INC	CL A	536797103	79	270	SH		SOLE		0	0	270
BLACKROCK CORE BD TR	SHS BEN INT	09249E101	6	390	SH		SOLE		0	0	390
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	519	3,927	SH		SOLE		0	0	3,927
TAPESTRY INC	COM	876030107	336	10,813	SH		SOLE		0	0	10,813
ROPER TECHNOLOGIES INC	COM	776696106	739	1,714	SH		SOLE		0	0	1,714
CHARTER COMMUNICATIONS INC N	CL A	16119P108	338	511	SH		SOLE		0	0	511
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	330	3,513	SH		SOLE		0	0	3,513
UNITED RENTALS INC	COM	911363109	528	2,278	SH		SOLE		0	0	2,278
KANSAS CITY SOUTHERN	COM NEW	485170302	349	1,708	SH		SOLE		0	0	1,708
ISHARES TR	IBOXX INV CP ETF	464287242	115	829	SH		SOLE		0	0	829
SCHWAB STRATEGIC TR	INTL EQTY ETF	808524805	1	29	SH		SOLE		0	0	29
GALLAGHER ARTHUR J & CO	COM	363576109	655	5,291	SH		SOLE		0	0	5,291
FACEBOOK INC	CL A	30303M102	5,583	20,437	SH		SOLE		0	0	20,437
SELECT SECTOR SPDR TR	SBI INT-FINL	81369Y605	382	12,967	SH		SOLE		0	0	12,967
MARSH & MCLENNAN COS INC	COM	571748102	369	3,158	SH		SOLE		0	0	3,158
KLA CORP	COM NEW	482480100	406	1,569	SH		SOLE		0	0	1,569
ILLINOIS TOOL WKS INC	COM	452308109	600	2,941	SH		SOLE		0	0	2,941
ANSYS INC	COM	03662Q105	363	999	SH		SOLE		0	0	999
NEWS CORP NEW	CL B	65249B208	356	20,022	SH		SOLE		0	0	20,022
DISCOVERY INC	COM SER A	25470F104	333	11,061	SH		SOLE		0	0	11,061
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	5,315	18,839	SH		SOLE		0	0	18,839
COPART INC	COM	217204106	600	4,717	SH		SOLE		0	0	4,717
PROTO LABS INC	COM	743713109	203	1,323	SH		SOLE		0	0	1,323
FAIR ISAAC CORP	COM	303250104	188	367	SH		SOLE		0	0	367
ELECTRONIC ARTS INC	COM	285512109	5,530	38,509	SH		SOLE		0	0	38,509
MAXIM INTEGRATED PRODS INC	COM	57772K101	62	698	SH		SOLE		0	0	698
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	1,383	10,639	SH		SOLE		0	0	10,639
ZOETIS INC	CL A	98978V103	6,487	39,197	SH		SOLE		0	0	39,197
VODAFONE GROUP PLC NEW	SPONSORED ADR	92857W308	0	9	SH		SOLE		0	0	9
PEOPLES UNITED FINANCIAL INC	COM	712704105	4	300	SH		SOLE		0	0	300
MARKETAXESS HLDGS INC	COM	57060D108	4	7	SH		SOLE		0	0	7
VANGUARD INDEX FDS	SMALL CP ETF	922908751	3	17	SH		SOLE		0	0	17
ADVANCED MICRO DEVICES INC	COM	007903107	722	7,876	SH		SOLE		0	0	7,876
SKYWORKS SOLUTIONS INC	COM	83088M102	466	3,047	SH		SOLE		0	0	3,047
CDW CORP	COM	12514G108	13	100	SH		SOLE		0	0	100
ALIGN TECHNOLOGY INC	COM	016255101	605	1,132	SH		SOLE		0	0	1,132
HUMANA INC	COM	444859102	242	591	SH		SOLE		0	0	591
HOME DEPOT INC	COM	437076102	191	719	SH		SOLE		0	0	719
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	78467Y107	93	222	SH		SOLE		0	0	222
MCKESSON CORP	COM	58155Q103	6,559	37,712	SH		SOLE		0	0	37,712
SALESFORCE COM INC	COM	79466L302	212	952	SH		SOLE		0	0	952
SMITH A O CORP	COM	831865209	363	6,626	SH		SOLE		0	0	6,626
ISHARES TR	NEW ZEALAND ETF	464289123	301	4,416	SH		SOLE		0	0	4,416
ECOLAB INC	COM	278865100	242	1,117	SH		SOLE		0	0	1,117
NVIDIA CORPORATION	COM	67066G104	184	352	SH		SOLE		0	0	352
UNITEDHEALTH GROUP INC	COM	91324P102	6,931	19,764	SH		SOLE		0	0	19,764
ISHARES TR	S&P 500 GRWT ETF	464287309	22	350	SH		SOLE		0	0	350
ATLASSIAN CORP PLC	CL A	G06242104	66	283	SH		SOLE		0	0	283
NETFLIX INC	COM	64110L106	5	9	SH		SOLE		0	0	9
B & G FOODS INC NEW	COM	05508R106	123	4,419	SH		SOLE		0	0	4,419
VERIZON COMMUNICATIONS INC	COM	92343V104	5	87	SH		SOLE		0	0	87
SERVICENOW INC	COM	81762P102	299	544	SH		SOLE		0	0	544
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	2,539	7,388	SH		SOLE		0	0	7,388
AMGEN INC	COM	031162100	4,071	17,706	SH		SOLE		0	0	17,706
ADVANCE AUTO PARTS INC	COM	00751Y106	230	1,458	SH		SOLE		0	0	1,458
ISHARES INC	MSCI SWITZERLAND	464286749	255	5,699	SH		SOLE		0	0	5,699
HORIZON THERAPEUTICS PUB L	SHS	G46188101	317	4,330	SH		SOLE		0	0	4,330
ROLLINS INC	COM	775711104	322	8,239	SH		SOLE		0	0	8,239
GUIDEWIRE SOFTWARE INC	COM	40171V100	153	1,189	SH		SOLE		0	0	1,189
SELECT SECTOR SPDR TR	SBI INT-UTILS	81369Y886	91	1,451	SH		SOLE		0	0	1,451
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	92206C409	243	2,921	SH		SOLE		0	0	2,921
INVESCO QQQ TR	UNIT SER 1	46090E103	107	340	SH		SOLE		0	0	340
SCHWAB STRATEGIC TR	US LRG CAP ETF	808524201	514	5,650	SH		SOLE		0	0	5,650
MICROSOFT CORP	COM	594918104	9,422	42,361	SH		SOLE		0	0	42,361
ASGN INC	COM	00191U102	149	1,785	SH		SOLE		0	0	1,785
BOOZ ALLEN HAMILTON HLDG COR	CL A	099502106	5,198	59,622	SH		SOLE		0	0	59,622
DEVON ENERGY CORP NEW	COM	25179M103	347	21,954	SH		SOLE		0	0	21,954
LAUDER ESTEE COS INC	CL A	518439104	759	2,851	SH		SOLE		0	0	2,851
AMERICAN WTR WKS CO INC NEW	COM	030420103	367	2,389	SH		SOLE		0	0	2,389
ISHARES TR	RUSSELL 2000 ETF	464287655	47	240	SH		SOLE		0	0	240
ISHARES TR	RUS 1000 ETF	464287622	15	69	SH		SOLE		0	0	69
ISHARES TR	CORE S&P MCP ETF	464287507	39	171	SH		SOLE		0	0	171
PAYCOM SOFTWARE INC	COM	70432V102	506	1,118	SH		SOLE		0	0	1,118
NETEASE INC	SPONSORED ADS	64110W102	27	286	SH		SOLE		0	0	286
ADOBE SYSTEMS INCORPORATED	COM	00724F101	6,766	13,529	SH		SOLE		0	0	13,529
JACK IN THE BOX INC	COM	466367109	130	1,404	SH		SOLE		0	0	1,404
VARIAN MED SYS INC	COM	92220P105	282	1,613	SH		SOLE		0	0	1,613
PATTERSON COS INC	COM	703395103	166	5,610	SH		SOLE		0	0	5,610
BIO-TECHNE CORP	COM	09073M104	242	763	SH		SOLE		0	0	763
GRUBHUB INC	COM	400110102	164	2,205	SH		SOLE		0	0	2,205
ISHARES INC	MSCI GERMANY ETF	464286806	234	7,368	SH		SOLE		0	0	7,368
ISHARES TR	MSCI EMG MKT ETF	464287234	791	15,300	SH		SOLE		0	0	15,300
MASCO CORP	COM	574599106	367	6,688	SH		SOLE		0	0	6,688
VANGUARD WORLD FDS	INF TECH ETF	92204A702	4	11	SH		SOLE		0	0	11
AMERISOURCEBERGEN CORP	COM	03073E105	291	2,973	SH		SOLE		0	0	2,973
MSCI INC	COM	55354G100	1,083	2,425	SH		SOLE		0	0	2,425
WEST PHARMACEUTICAL SVSC INC	COM	955306105	445	1,569	SH		SOLE		0	0	1,569
HANESBRANDS INC	COM	410345102	312	21,410	SH		SOLE		0	0	21,410
CHIMERA INVT CORP	COM NEW	16934Q208	25	2,432	SH		SOLE		0	0	2,432
GAP INC	COM	364760108	295	14,617	SH		SOLE		0	0	14,617
FASTENAL CO	COM	311900104	416	8,522	SH		SOLE		0	0	8,522
QORVO INC	COM	74736K101	662	3,981	SH		SOLE		0	0	3,981
SELECT SECTOR SPDR TR	SBI HEALTHCARE	81369Y209	559	4,927	SH		SOLE		0	0	4,927
ISHARES INC	MSCI STH KOR ETF	464286772	151	1,759	SH		SOLE		0	0	1,759
STMICROELECTRONICS N V	NY REGISTRY	861012102	74	1,990	SH		SOLE		0	0	1,990
SEALED AIR CORP NEW	COM	81211K100	262	5,725	SH		SOLE		0	0	5,725
FMC CORP	COM NEW	302491303	381	3,319	SH		SOLE		0	0	3,319
OLD DOMINION FREIGHT LINE IN	COM	679580100	369	1,890	SH		SOLE		0	0	1,890
BEACON ROOFING SUPPLY INC	COM	073685109	165	4,103	SH		SOLE		0	0	4,103
ALEXION PHARMACEUTICALS INC	COM	015351109	350	2,241	SH		SOLE		0	0	2,241
BLACKROCK MULTI-SECTOR INC T	COM	09258A107	18	1,000	SH		SOLE		0	0	1,000
APPLIED MATLS INC	COM	038222105	5	59	SH		SOLE		0	0	59
TC ENERGY CORP	COM	87807B107	12	300	SH		SOLE		0	0	300
KROGER CO	COM	501044101	250	7,868	SH		SOLE		0	0	7,868
SCHWAB STRATEGIC TR	SHT TM US TRES	808524862	223	4,330	SH		SOLE		0	0	4,330
DUKE REALTY CORP	COM NEW	264411505	405	10,128	SH		SOLE		0	0	10,128
ALPHABET INC	CAP STK CL C	02079K107	6,647	3,794	SH		SOLE		0	0	3,794
CHIPOTLE MEXICAN GRILL INC	COM	169656105	839	605	SH		SOLE		0	0	605
GARMIN LTD	SHS	H2906T109	8,690	72,620	SH		SOLE		0	0	72,620
NORWEGIAN CRUISE LINE HLDG L	SHS	G66721104	340	13,373	SH		SOLE		0	0	13,373
ALBEMARLE CORP	COM	012653101	785	5,318	SH		SOLE		0	0	5,318
ICON PLC	SHS	G4705A100	50	256	SH		SOLE		0	0	256
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	401	2,249	SH		SOLE		0	0	2,249
AGILENT TECHNOLOGIES INC	COM	00846U101	322	2,721	SH		SOLE		0	0	2,721
CANADIAN PAC RY LTD	COM	13645T100	97	280	SH		SOLE		0	0	280
NEWMONT CORP	COM	651639106	27	443	SH		SOLE		0	0	443
AMEDISYS INC	COM	023436108	245	834	SH		SOLE		0	0	834
ISHARES TR	MSCI EAFE ETF	464287465	1,299	17,811	SH		SOLE		0	0	17,811
LAM RESEARCH CORP	COM	512807108	338	716	SH		SOLE		0	0	716
BLACKROCK INC	COM	09247X101	338	468	SH		SOLE		0	0	468
ISHARES TR	CORE S&P500 ETF	464287200	14	38	SH		SOLE		0	0	38
PALOMAR HLDGS INC	COM	69753M105	121	1,358	SH		SOLE		0	0	1,358
CHEESECAKE FACTORY INC	COM	163072101	16	425	SH		SOLE		0	0	425
HAIN CELESTIAL GROUP INC	COM	405217100	192	4,773	SH		SOLE		0	0	4,773
CHEMED CORP NEW	COM	16359R103	5,467	10,264	SH		SOLE		0	0	10,264
BEST BUY INC	COM	086516101	462	4,634	SH		SOLE		0	0	4,634
ASTRAZENECA PLC	SPONSORED ADR	046353108	66	1,314	SH		SOLE		0	0	1,314
STERIS PLC	SHS USD	G8473T100	430	2,270	SH		SOLE		0	0	2,270
ALCOA CORP	COM	013872106	234	10,152	SH		SOLE		0	0	10,152
SYNOPSYS INC	COM	871607107	12,884	49,699	SH		SOLE		0	0	49,699
MOODYS CORP	COM	615369105	6,460	22,258	SH		SOLE		0	0	22,258
KRAFT HEINZ CO	COM	500754106	276	7,965	SH		SOLE		0	0	7,965
S&P GLOBAL INC	COM	78409V104	5,669	17,244	SH		SOLE		0	0	17,244
MGP INGREDIENTS INC NEW	COM	55303J106	179	3,810	SH		SOLE		0	0	3,810
PAYPAL HLDGS INC	COM	70450Y103	10,087	43,068	SH		SOLE		0	0	43,068
SELECT SECTOR SPDR TR	SBI CONS DISCR	81369Y407	435	2,707	SH		SOLE		0	0	2,707
DELL TECHNOLOGIES INC	CL C	24703L202	9	121	SH		SOLE		0	0	121
BARINGS PARTN INVS	SH BEN INT	06761A103	6	500	SH		SOLE		0	0	500
RAMBUS INC DEL	COM	750917106	156	8,959	SH		SOLE		0	0	8,959
NASDAQ INC	COM	631103108	529	3,988	SH		SOLE		0	0	3,988
SCOTTS MIRACLE GRO CO	CL A	810186106	207	1,038	SH		SOLE		0	0	1,038
SCHWAB STRATEGIC TR	US MID-CAP ETF	808524508	82	1,208	SH		SOLE		0	0	1,208
DOLLAR GEN CORP NEW	COM	256677105	371	1,763	SH		SOLE		0	0	1,763
THERMO FISHER SCIENTIFIC INC	COM	883556102	8,120	17,434	SH		SOLE		0	0	17,434
LULULEMON ATHLETICA INC	COM	550021109	4,852	13,942	SH		SOLE		0	0	13,942
ETSY INC	COM	29786A106	89	500	SH		SOLE		0	0	500