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

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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
GOOSEHEAD INS INC	COM CL A	38267D109	19,080	256	SH		SOLE		0	0	256
MCDONALDS CORP	COM	580135101	6,653,441	25,256	SH		SOLE		85	0	25,171
D R HORTON INC	COM	23331A109	5,780,381	53,786	SH		SOLE		246	0	53,540
MONSTER BEVERAGE CORP NEW	COM	61174X109	397,231	7,502	SH		SOLE		120	0	7,382
HASBRO INC	COM	418056107	318,927	4,822	SH		SOLE		74	0	4,748
WESTLAKE CORPORATION	COM	960413102	7,999,451	64,165	SH		SOLE		259	0	63,906
FASTENAL CO	COM	311900104	454,878	8,325	SH		SOLE		159	0	8,166
MONDELEZ INTL INC	CL A	609207105	7,085,462	102,096	SH		SOLE		378	0	101,718
INGERSOLL RAND INC	COM	45687V106	424,184	6,657	SH		SOLE		106	0	6,551
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	5,340,005	61,450	SH		SOLE		231	0	61,219
QUANTA SVCS INC	COM	74762E102	930,112	4,972	SH		SOLE		53	0	4,920
OLD DOMINION FREIGHT LINE IN	COM	679580100	471,738	1,153	SH		SOLE		18	0	1,135
ISHARES TR	MSCI EMG MKT ETF	464287234	453,427	11,948	SH		SOLE		1,695	0	10,253
SAP SE	SPON ADR	803054204	176,780	1,367	SH		SOLE		199	0	1,168
CADENCE DESIGN SYSTEM INC	COM	127387108	1,096,290	4,679	SH		SOLE		55	0	4,625
SELECT SECTOR SPDR TR	SBI INT-UTILS	81369Y886	130,059	2,207	SH		SOLE		0	0	2,207
STARBUCKS CORP	COM	855244109	50,199	550	SH		SOLE		0	0	550
HENRY SCHEIN INC	COM	806407102	519,527	6,997	SH		SOLE		83	0	6,915
BADGER METER INC	COM	056525108	218,970	1,522	SH		SOLE		0	0	1,522
AVNET INC	COM	053807103	307,452	6,380	SH		SOLE		0	0	6,380
ALPHABET INC	CAP STK CL C	02079K107	6,764,169	51,302	SH		SOLE		183	0	51,119
MICROSOFT CORP	COM	594918104	6,166,598	19,530	SH		SOLE		68	0	19,462
MARSH & MCLENNAN COS INC	COM	571748102	7,726,180	40,600	SH		SOLE		144	0	40,456
LIVE NATION ENTERTAINMENT IN	COM	538034109	382,150	4,602	SH		SOLE		73	0	4,529
PINTEREST INC	CL A	72352L106	6,355,456	235,126	SH		SOLE		883	0	234,243
SHOPIFY INC	CL A	82509L107	6,884,060	126,151	SH		SOLE		514	0	125,637
NEWS CORP NEW	CL B	65249B208	435,411	20,863	SH		SOLE		372	0	20,491
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	1,037,513	6,329	SH		SOLE		0	0	6,329
ZIMMER BIOMET HOLDINGS INC	COM	98956P102	336,323	2,997	SH		SOLE		48	0	2,949
LAS VEGAS SANDS CORP	COM	517834107	460,692	10,050	SH		SOLE		138	0	9,912
SCHWAB STRATEGIC TR	SHT TM US TRES	808524862	153,727	3,210	SH		SOLE		0	0	3,210
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	6,693,931	40,954	SH		SOLE		159	0	40,795
RYANAIR HOLDINGS PLC	SPONSORED ADS	783513203	170,604	1,755	SH		SOLE		260	0	1,495
ANALOG DEVICES INC	COM	032654105	534,725	3,054	SH		SOLE		0	0	3,054
VONTIER CORPORATION	COM	928881101	229,550	7,424	SH		SOLE		0	0	7,424
COMFORT SYS USA INC	COM	199908104	24,709	145	SH		SOLE		0	0	145
MOLSON COORS BEVERAGE CO	CL B	60871R209	676,470	10,638	SH		SOLE		133	0	10,505
BLOOMIN BRANDS INC	COM	094235108	14,877	605	SH		SOLE		0	0	605
WARNER BROS DISCOVERY INC	COM SER A	934423104	804	74	SH		SOLE		0	0	74
RUSH ENTERPRISES INC	CL A	781846209	18,129	444	SH		SOLE		0	0	444
CELANESE CORP DEL	COM	150870103	333,632	2,658	SH		SOLE		42	0	2,616
TREEHOUSE FOODS INC	COM	89469A104	184,823	4,241	SH		SOLE		0	0	4,241
KADANT INC	COM	48282T104	17,367	77	SH		SOLE		0	0	77
ALIGN TECHNOLOGY INC	COM	016255101	129,761	425	SH		SOLE		0	0	425
ISHARES TR	FLTG RATE NT ETF	46429B655	1,272	25	SH		SOLE		0	0	25
GMS INC	COM	36251C103	15,993	250	SH		SOLE		0	0	250
GENERAL ELECTRIC CO	COM NEW	369604301	384,825	3,481	SH		SOLE		0	0	3,481
ISHARES INC	MSCI EMERG MRKT	464286533	747	14	SH		SOLE		0	0	14
ISHARES TR	CORE S&P500 ETF	464287200	6,441	15	SH		SOLE		0	0	15
AMPHENOL CORP NEW	CL A	032095101	406,260	4,837	SH		SOLE		0	0	4,837
J & J SNACK FOODS CORP	COM	466032109	258,731	1,581	SH		SOLE		0	0	1,581
FORTIVE CORP	COM	34959J108	462,091	6,231	SH		SOLE		105	0	6,126
WABTEC	COM	929740108	679,065	6,390	SH		SOLE		73	0	6,317
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	50,978	240	SH		SOLE		0	0	240
GENERAC HLDGS INC	COM	368736104	577,270	5,298	SH		SOLE		64	0	5,234
RAMBUS INC DEL	COM	750917106	468,636	8,400	SH		SOLE		0	0	8,400
HEXCEL CORP NEW	COM	428291108	250,984	3,853	SH		SOLE		0	0	3,853
TARGA RES CORP	COM	87612G101	155,067	1,809	SH		SOLE		0	0	1,809
CSW INDUSTRIALS INC	COM	126402106	18,575	106	SH		SOLE		0	0	106
ISHARES TR	US HLTHCARE ETF	464287762	540	2	SH		SOLE		0	0	2
SONY GROUP CORP	SPONSORED ADR	835699307	152,623	1,852	SH		SOLE		272	0	1,580
CROWDSTRIKE HLDGS INC	CL A	22788C105	7,740,990	46,248	SH		SOLE		180	0	46,068
SCHWAB STRATEGIC TR	US MID-CAP ETF	808524508	45,752	676	SH		SOLE		0	0	676
PPG INDS INC	COM	693506107	156,149	1,203	SH		SOLE		0	0	1,203
PINNACLE WEST CAP CORP	COM	723484101	567,041	7,696	SH		SOLE		96	0	7,601
IDACORP INC	COM	451107106	209,308	2,235	SH		SOLE		0	0	2,235
EXP WORLD HLDGS INC	COM	30212W100	15,996	985	SH		SOLE		0	0	985
BELDEN INC	COM	077454106	21,434	222	SH		SOLE		0	0	222
ISHARES TR	CORE HIGH DV ETF	46429B663	593	6	SH		SOLE		0	0	6
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	472,204	1,348	SH		SOLE		0	0	1,348
PENTAIR PLC	SHS	G7S00T104	313,131	4,836	SH		SOLE		77	0	4,759
HCA HEALTHCARE INC	COM	40412C101	326,907	1,329	SH		SOLE		0	0	1,329
LEGALZOOM COM INC	COM	52466B103	14,506	1,326	SH		SOLE		0	0	1,326
DENTSPLY SIRONA INC	COM	24906P109	514,518	15,062	SH		SOLE		183	0	14,879
ARCH CAP GROUP LTD	ORD	G0450A105	190,905	2,395	SH		SOLE		0	0	2,395
GARTNER INC	COM	366651107	670,727	1,952	SH		SOLE		22	0	1,930
STANLEY BLACK & DECKER INC	COM	854502101	303,312	3,629	SH		SOLE		57	0	3,572
SEALED AIR CORP NEW	COM	81211K100	1,972	60	SH		SOLE		0	0	60
ATI INC	COM	01741R102	8,600	209	SH		SOLE		0	0	209
ISHARES INC	MSCI SWITZERLAND	464286749	637,124	14,623	SH		SOLE		2,197	0	12,426
WESTERN DIGITAL CORP.	COM	958102105	340,902	7,471	SH		SOLE		119	0	7,352
VICTORY CAP HLDGS INC	COM CL A	92645B103	16,537	496	SH		SOLE		0	0	496
TEXAS ROADHOUSE INC	COM	882681109	180,860	1,882	SH		SOLE		0	0	1,882
KIMBERLY-CLARK CORP	COM	494368103	5,289,605	43,770	SH		SOLE		175	0	43,595
METTLER TOLEDO INTERNATIONAL	COM	592688105	396,689	358	SH		SOLE		5	0	353
HESS CORP	COM	42809H107	315,945	2,065	SH		SOLE		40	0	2,025
EXPEDITORS INTL WASH INC	COM	302130109	568,221	4,957	SH		SOLE		56	0	4,901
FLEETCOR TECHNOLOGIES INC	COM	339041105	715,207	2,801	SH		SOLE		34	0	2,767
WALMART INC	COM	931142103	399,985	2,501	SH		SOLE		0	0	2,501
KLA CORP	COM NEW	482480100	1,078,768	2,352	SH		SOLE		23	0	2,329
ISHARES INC	MSCI EURZONE ETF	464286608	638,331	15,112	SH		SOLE		2,221	0	12,891
CAESARS ENTERTAINMENT INC NE	COM	12769G100	393,558	8,491	SH		SOLE		135	0	8,356
ISHARES TR	IBOXX INV CP ETF	464287242	1,632	16	SH		SOLE		0	0	16
ISHARES TR	MSCI DENMARK ETF	46429B523	615,523	6,124	SH		SOLE		917	0	5,207
ISHARES TR	CORE DIV GRWTH	46434V621	3,021	61	SH		SOLE		0	0	61
MERCK & CO INC	COM	58933Y105	7,714,455	74,934	SH		SOLE		271	0	74,663
HAEMONETICS CORP MASS	COM	405024100	292,479	3,265	SH		SOLE		0	0	3,265
CORVEL CORP	COM	221006109	314,837	1,601	SH		SOLE		0	0	1,601
MERCADOLIBRE INC	COM	58733R102	164,824	130	SH		SOLE		20	0	110
LAMB WESTON HLDGS INC	COM	513272104	713,976	7,722	SH		SOLE		95	0	7,628
AIRBNB INC	COM CL A	009066101	7,013,078	51,112	SH		SOLE		199	0	50,913
ALLEGIANT TRAVEL CO	COM	01748X102	9,608	125	SH		SOLE		0	0	125
STRYKER CORPORATION	COM	863667101	6,577,609	24,070	SH		SOLE		86	0	23,984
AFLAC INC	COM	001055102	7,216,035	94,020	SH		SOLE		370	0	93,650
ISHARES INC	MSCI MEXICO ETF	464286822	669,878	11,504	SH		SOLE		1,672	0	9,832
SELECT SECTOR SPDR TR	COMMUNICATION	81369Y852	835,362	12,740	SH		SOLE		0	0	12,740
COOPER COS INC	COM NEW	216648402	299,565	942	SH		SOLE		15	0	927
F5 INC	COM	315616102	490,188	3,042	SH		SOLE		33	0	3,009
ISHARES TR	U.S. ENERGY ETF	464287796	617	13	SH		SOLE		0	0	13
CINTAS CORP	COM	172908105	6,892,873	14,330	SH		SOLE		52	0	14,278
TANGER FACTORY OUTLET CTRS I	COM	875465106	16,227	718	SH		SOLE		0	0	718
CARDINAL HEALTH INC	COM	14149Y108	8,285,667	95,435	SH		SOLE		434	0	95,001
SHERWIN WILLIAMS CO	COM	824348106	367,527	1,441	SH		SOLE		0	0	1,441
TYLER TECHNOLOGIES INC	COM	902252105	397,724	1,030	SH		SOLE		16	0	1,014
ULTA BEAUTY INC	COM	90384S303	1,997	5	SH		SOLE		0	0	5
VANGUARD INDEX FDS	SMALL CP ETF	922908751	3,214	17	SH		SOLE		0	0	17
VERIZON COMMUNICATIONS INC	COM	92343V104	2,820	87	SH		SOLE		0	0	87
ISHARES TR	ESG AWR MSCI USA	46435G425	6,574	70	SH		SOLE		0	0	70
PG&E CORP	COM	69331C108	521,193	32,312	SH		SOLE		0	0	32,312
HOLOGIC INC	COM	436440101	511,131	7,365	SH		SOLE		84	0	7,281
EVERCOMMERCE INC	COM	29977X105	13,571	1,353	SH		SOLE		0	0	1,353
AUTOZONE INC	COM	053332102	617,218	243	SH		SOLE		0	0	243
AMERICA MOVIL SAB DE CV	SPON ADS RP CL B	02390A101	140,413	8,107	SH		SOLE		1,214	0	6,893
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	78467Y107	127,608	279	SH		SOLE		0	0	279
SMITH & NEPHEW PLC	SPDN ADR NEW	83175M205	141,511	5,713	SH		SOLE		834	0	4,879
JPMORGAN CHASE & CO	COM	46625H100	389,524	2,686	SH		SOLE		0	0	2,686
RALPH LAUREN CORP	CL A	751212101	397,492	3,424	SH		SOLE		54	0	3,370
EVEREST GROUP LTD	COM	G3223R108	723,641	1,947	SH		SOLE		22	0	1,925
NETFLIX INC	COM	64110L106	6,589,120	17,450	SH		SOLE		69	0	17,381
LENNAR CORP	CL A	526057104	384,949	3,430	SH		SOLE		54	0	3,376
AMAZON COM INC	COM	023135106	5,856,800	46,073	SH		SOLE		187	0	45,886
AMERICAN EXPRESS CO	COM	025816109	316,283	2,120	SH		SOLE		0	0	2,120
BOOT BARN HLDGS INC	COM	099406100	220,593	2,717	SH		SOLE		0	0	2,717
Q2 HLDGS INC	COM	74736L109	216,693	6,715	SH		SOLE		0	0	6,715
MYR GROUP INC DEL	COM	55405W104	15,632	116	SH		SOLE		0	0	116
CARNIVAL CORP	COMMON STOCK	143658300	600,662	43,780	SH		SOLE		722	0	43,058
UNIVERSAL HLTH SVCS INC	CL B	913903100	348,901	2,775	SH		SOLE		44	0	2,731
DAVITA INC	COM	23918K108	562,454	5,950	SH		SOLE		67	0	5,883
MARTIN MARIETTA MATLS INC	COM	573284106	540,192	1,316	SH		SOLE		15	0	1,301
ISHARES TR	CORE S&P SCP ETF	464287804	943	10	SH		SOLE		0	0	10
SCHWAB STRATEGIC TR	US TIPS ETF	808524870	69,979	1,386	SH		SOLE		0	0	1,386
WORKIVA INC	COM CL A	98139A105	230,650	2,276	SH		SOLE		0	0	2,276
SHAKE SHACK INC	CL A	819047101	190,702	3,284	SH		SOLE		0	0	3,284
FASTLY INC	CL A	31188V100	17,617	919	SH		SOLE		0	0	919
GROUP 1 AUTOMOTIVE INC	COM	398905109	318,690	1,186	SH		SOLE		0	0	1,186
TRANSDIGM GROUP INC	COM	893641100	398,800	473	SH		SOLE		7	0	466
BOEING CO	COM	097023105	398,694	2,080	SH		SOLE		0	0	2,080
SELECT SECTOR SPDR TR	INDL	81369Y704	359,088	3,542	SH		SOLE		0	0	3,542
NVIDIA CORPORATION	COM	67066G104	21,750	50	SH		SOLE		0	0	50
TRANSMEDICS GROUP INC	COM	89377M109	11,607	212	SH		SOLE		0	0	212
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	92206C409	165,856	2,207	SH		SOLE		0	0	2,207
YUM BRANDS INC	COM	988498101	165,546	1,325	SH		SOLE		0	0	1,325
COCA COLA CO	COM	191216100	307,946	5,501	SH		SOLE		0	0	5,501
MCKESSON CORP	COM	58155Q103	12,945,050	29,769	SH		SOLE		125	0	29,644
WYNN RESORTS LTD	COM	983134107	571,556	6,185	SH		SOLE		74	0	6,111
ROYAL CARIBBEAN GROUP	COM	V7780T103	619,826	6,727	SH		SOLE		109	0	6,618
TESLA INC	COM	88160R101	25,022	100	SH		SOLE		0	0	100
VANGUARD WORLD FDS	INF TECH ETF	92204A702	4,564	11	SH		SOLE		0	0	11
PTC INC	COM	69370C100	676,664	4,776	SH		SOLE		55	0	4,721
ITRON INC	COM	465741106	18,416	304	SH		SOLE		0	0	304
CHIPOTLE MEXICAN GRILL INC	COM	169656105	7,321,825	3,997	SH		SOLE		13	0	3,984
MASONITE INTL CORP	COM	575385109	227,550	2,441	SH		SOLE		0	0	2,441
ISHARES TR	MSCI UK ETF NEW	46435G334	676,400	21,378	SH		SOLE		3,119	0	18,259
CHIMERA INVT CORP	COM NEW	16934Q208	13,279	2,432	SH		SOLE		0	0	2,432
ISHARES TR	MSCI USA VALUE	46432F388	454	5	SH		SOLE		0	0	5
TERADATA CORP DEL	COM	88076W103	1,351	30	SH		SOLE		0	0	30
VISA INC	COM CL A	92826C839	371,696	1,616	SH		SOLE		0	0	1,616
AMETEK INC	COM	031100100	396,736	2,685	SH		SOLE		43	0	2,642
UNILEVER PLC	SPON ADR NEW	904767704	149,830	3,033	SH		SOLE		478	0	2,555
SKYWORKS SOLUTIONS INC	COM	83088M102	422,360	4,284	SH		SOLE		69	0	4,215
THOMSON REUTERS CORP.	COM	884903808	378,091	3,091	SH		SOLE		0	0	3,091
VANGUARD INDEX FDS	GROWTH ETF	922908736	9,803	36	SH		SOLE		0	0	36
FEDERAL SIGNAL CORP	COM	313855108	241,907	4,050	SH		SOLE		0	0	4,050
MUELLER INDS INC	COM	624756102	18,489	246	SH		SOLE		0	0	246
ZOETIS INC	CL A	98978V103	404,330	2,324	SH		SOLE		0	0	2,324
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	412,185	2,936	SH		SOLE		46	0	2,890
OLD REP INTL CORP	COM	680223104	301,001	11,173	SH		SOLE		0	0	11,173
ACTIVISION BLIZZARD INC	COM	00507V109	416,279	4,446	SH		SOLE		0	0	4,446
WASTE CONNECTIONS INC	COM	94106B101	5,940,492	44,233	SH		SOLE		173	0	44,060
SELECT SECTOR SPDR TR	SBI MATERIALS	81369Y100	150,816	1,920	SH		SOLE		0	0	1,920
ISHARES TR	20 YR TR BD ETF	464287432	266	3	SH		SOLE		0	0	3
SALESFORCE INC	COM	79466L302	380,618	1,877	SH		SOLE		0	0	1,877
URBAN OUTFITTERS INC	COM	917047102	318,074	9,730	SH		SOLE		0	0	9,730
ISHARES TR	MSCI IRELAND ETF	46429B507	648,792	12,008	SH		SOLE		1,775	0	10,233
ING GROEP N.V.	SPONSORED ADR	456837103	161,679	12,267	SH		SOLE		1,807	0	10,460
EQUINIX INC	COM	29444U700	489,499	674	SH		SOLE		0	0	674
EATON CORP PLC	SHS	G29183103	500,355	2,346	SH		SOLE		0	0	2,346
SCHWAB STRATEGIC TR	US SML CAP ETF	808524607	21,373	516	SH		SOLE		0	0	516
APPIAN CORP	CL A	03782L101	217,377	4,766	SH		SOLE		0	0	4,766
FISERV INC	COM	337738108	6,009,698	53,202	SH		SOLE		193	0	53,009
DISNEY WALT CO	COM	254687106	102,934	1,270	SH		SOLE		0	0	1,270
CENCORA INC	COM	03073E105	728,519	4,048	SH		SOLE		44	0	4,004
MARRIOTT INTL INC NEW	CL A	571903202	598,525	3,045	SH		SOLE		0	0	3,045
ARTISAN PARTNERS ASSET MGMT	CL A	04316A108	16,502	441	SH		SOLE		0	0	441
BECTON DICKINSON & CO	COM	075887109	6,304,254	24,385	SH		SOLE		98	0	24,287
MASTERCARD INCORPORATED	CL A	57636Q104	7,475,573	18,882	SH		SOLE		65	0	18,817
ISHARES TR	INTL DIV GRWTH	46435G524	593	10	SH		SOLE		0	0	10
CHORD ENERGY CORPORATION	COM NEW	674215207	28,200	174	SH		SOLE		0	0	174
INNOSPEC INC	COM	45768S105	255,909	2,504	SH		SOLE		0	0	2,504
GLOBANT S A	COM	L44385109	3,363	17	SH		SOLE		0	0	17
ISHARES U S ETF TR	GSCI CMDTY STGY	46431W853	175	6	SH		SOLE		0	0	6
APPLIED INDL TECHNOLOGIES IN	COM	03820C105	343,080	2,219	SH		SOLE		0	0	2,219
ATMOS ENERGY CORP	COM	049560105	410,479	3,875	SH		SOLE		65	0	3,810
MGM RESORTS INTERNATIONAL	COM	552953101	284,669	7,744	SH		SOLE		123	0	7,621
GARMIN LTD	SHS	H2906T109	484,446	4,605	SH		SOLE		74	0	4,531
ISHARES TR	PFD AND INCM SEC	464288687	2,533	84	SH		SOLE		0	0	84
TRACTOR SUPPLY CO	COM	892356106	573,007	2,822	SH		SOLE		31	0	2,791
MATERION CORP	COM	576690101	13,962	137	SH		SOLE		0	0	137
VERACYTE INC	COM	92337F107	197,598	8,849	SH		SOLE		0	0	8,849
N-ABLE INC	COMMON STOCK	62878D100	232,884	18,053	SH		SOLE		0	0	18,053
INTEGER HLDGS CORP	COM	45826H109	16,000	204	SH		SOLE		0	0	204
SPDR SER TR	S&P 600 SMCP VAL	78464A300	24,968	345	SH		SOLE		0	0	345
VERTEX PHARMACEUTICALS INC	COM	92532F100	415,202	1,194	SH		SOLE		0	0	1,194
PHILLIPS 66	COM	718546104	195,364	1,626	SH		SOLE		0	0	1,626
SCHWAB STRATEGIC TR	INTL EQTY ETF	808524805	7,505	221	SH		SOLE		0	0	221
OMNICOM GROUP INC	COM	681919106	645,742	8,670	SH		SOLE		73	0	8,597
ASTRAZENECA PLC	SPONSORED ADR	046353108	165,305	2,441	SH		SOLE		366	0	2,075
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	5,917,145	38,264	SH		SOLE		146	0	38,118
ALAMO GROUP INC	COM	011311107	14,520	84	SH		SOLE		0	0	84
NCR CORP NEW	COM	62886E108	7,659	284	SH		SOLE		0	0	284
CBOE GLOBAL MKTS INC	COM	12503M108	717,629	4,594	SH		SOLE		54	0	4,540
SELECT SECTOR SPDR TR	FINANCIAL	81369Y605	615,867	18,567	SH		SOLE		0	0	18,567
TAPESTRY INC	COM	876030107	287,356	9,995	SH		SOLE		159	0	9,836
AON PLC	SHS CL A	G0403H108	7,038,168	21,708	SH		SOLE		79	0	21,629
CHEESECAKE FACTORY INC	COM	163072101	12,878	425	SH		SOLE		0	0	425
WHITE MTNS INS GROUP LTD	COM	G9618E107	249,780	167	SH		SOLE		0	0	167
BOISE CASCADE CO DEL	COM	09739D100	22,360	217	SH		SOLE		0	0	217
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	545,140	31,384	SH		SOLE		512	0	30,872
LITHIA MTRS INC	COM	536797103	53,750	182	SH		SOLE		0	0	182
DELL TECHNOLOGIES INC	CL C	24703L202	8,337	121	SH		SOLE		0	0	121
ISHARES TR	EAFE GRWTH ETF	464288885	1,295	15	SH		SOLE		0	0	15
NEOGENOMICS INC	COM NEW	64049M209	11,562	940	SH		SOLE		0	0	940
ATRICURE INC	COM	04963C209	221,803	5,064	SH		SOLE		0	0	5,064
DUPONT DE NEMOURS INC	COM	26614N102	178,046	2,387	SH		SOLE		0	0	2,387
ROPER TECHNOLOGIES INC	COM	776696106	389,845	805	SH		SOLE		0	0	805
PEPSICO INC	COM	713448108	6,147,622	36,282	SH		SOLE		130	0	36,152
ZILLOW GROUP INC	CL C CAP STK	98954M200	6,093,258	132,003	SH		SOLE		498	0	131,505
DARDEN RESTAURANTS INC	COM	237194105	427,368	2,984	SH		SOLE		48	0	2,936
ARISTA NETWORKS INC	COM	040413106	489,622	2,662	SH		SOLE		42	0	2,620
SPROUTS FMRS MKT INC	COM	85208M102	21,828	510	SH		SOLE		0	0	510
BLACKROCK MULTI SECTOR INC T	COM	09258A107	14,470	1,000	SH		SOLE		0	0	1,000
LGI HOMES INC	COM	50187T106	226,738	2,279	SH		SOLE		0	0	2,279
WENDYS CO	COM	95058W100	230,347	11,286	SH		SOLE		0	0	11,286
INTUIT	COM	461202103	413,861	810	SH		SOLE		0	0	810
UPBOUND GROUP INC	COM	76009N100	231,124	7,848	SH		SOLE		0	0	7,848
SELECT SECTOR SPDR TR	SBI CONS DISCR	81369Y407	1,116,718	6,937	SH		SOLE		0	0	6,937
SYNOPSYS INC	COM	871607107	1,525,616	3,324	SH		SOLE		34	0	3,290
COPART INC	COM	217204106	6,193,929	143,744	SH		SOLE		660	0	143,084
XYLEM INC	COM	98419M100	457,972	5,031	SH		SOLE		55	0	4,976
EDISON INTL	COM	281020107	6,188,686	97,783	SH		SOLE		465	0	97,318
PROCTER AND GAMBLE CO	COM	742718109	6,373,790	43,698	SH		SOLE		154	0	43,544
ISHARES TR	RUSSELL 2000 ETF	464287655	63,671	360	SH		SOLE		0	0	360
BOSTON SCIENTIFIC CORP	COM	101137107	390,720	7,400	SH		SOLE		0	0	7,400
MATCH GROUP INC NEW	COM	57667L107	424,540	10,837	SH		SOLE		117	0	10,720
SCHWAB STRATEGIC TR	US LRG CAP ETF	808524201	48,728	963	SH		SOLE		0	0	963
ISHARES TR	MSCI USA MIN VOL	46429B697	507	7	SH		SOLE		0	0	7
NORFOLK SOUTHN CORP	COM	655844108	59,079	300	SH		SOLE		0	0	300
VOYA FINANCIAL INC	COM	929089100	241,812	3,639	SH		SOLE		0	0	3,639
SELECT SECTOR SPDR TR	SBI HEALTHCARE	81369Y209	904,141	7,023	SH		SOLE		0	0	7,023
INTUITIVE SURGICAL INC	COM NEW	46120E602	330,872	1,132	SH		SOLE		0	0	1,132
COMCAST CORP NEW	CL A	20030N101	6,720,392	151,565	SH		SOLE		541	0	151,024
OTTER TAIL CORP	COM	689648103	6,225	82	SH		SOLE		0	0	82
BOSTON PROPERTIES INC	COM	101121101	232,567	3,910	SH		SOLE		0	0	3,910
HINGHAM INSTN SVGS MASS	COM	433323102	23,344	125	SH		SOLE		0	0	125
OLLIES BARGAIN OUTLET HLDGS	COM	681116109	316,515	4,101	SH		SOLE		0	0	4,101
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	53,776	1,230	SH		SOLE		0	0	1,230
ADOBE INC	COM	00724F101	8,486,266	16,643	SH		SOLE		62	0	16,581
PVH CORPORATION	COM	693656100	374,134	4,890	SH		SOLE		84	0	4,806
MOOG INC	CL A	615394202	6,439	57	SH		SOLE		0	0	57
ISHARES TR	NATIONAL MUN ETF	464288414	410	4	SH		SOLE		0	0	4
SELECT SECTOR SPDR TR	ENERGY	81369Y506	2,010,183	22,239	SH		SOLE		0	0	22,239
HOWMET AEROSPACE INC	COM	443201108	782,273	16,914	SH		SOLE		185	0	16,729
GALLAGHER ARTHUR J & CO	COM	363576109	1,642,236	7,205	SH		SOLE		64	0	7,142
CARMAX INC	COM	143130102	518,592	7,332	SH		SOLE		82	0	7,250
CDW CORP	COM	12514G108	539,708	2,675	SH		SOLE		31	0	2,644
DIGITAL RLTY TR INC	COM	253868103	160,594	1,327	SH		SOLE		0	0	1,327
CORNERSTONE TOTAL RETURN FD	COM	21924U300	29,443	3,685	SH		SOLE		0	0	3,685
ISHARES INC	ESG AWR MSCI EM	46434G863	757	25	SH		SOLE		0	0	25
WEST PHARMACEUTICAL SVSC INC	COM	955306105	37,521	100	SH		SOLE		0	0	100
EXTREME NETWORKS	COM	30226D106	22,564	932	SH		SOLE		0	0	932
PULTE GROUP INC	COM	745867101	571,518	7,718	SH		SOLE		126	0	7,592
DOMINOS PIZZA INC	COM	25754A201	331,062	874	SH		SOLE		14	0	860
SELECT SECTOR SPDR TR	SBI CONS STPLS	81369Y308	506,992	7,368	SH		SOLE		0	0	7,368
ISHARES INC	MSCI FRANCE ETF	464286707	680,303	19,115	SH		SOLE		2,760	0	16,355
BEACON ROOFING SUPPLY INC	COM	073685109	346,725	4,493	SH		SOLE		0	0	4,493
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	874060205	170,263	11,006	SH		SOLE		1,616	0	9,390
NEXTERA ENERGY INC	COM	65339F101	5,042	88	SH		SOLE		0	0	88
PEGASYSTEMS INC	COM	705573103	201,336	4,638	SH		SOLE		0	0	4,638
SPDR S&P 500 ETF TR	TR UNIT	78462F103	91,274	214	SH		SOLE		0	0	214
WD 40 CO	COM	929236107	17,479	86	SH		SOLE		0	0	86
LOEWS CORP	COM	540424108	437,345	6,908	SH		SOLE		112	0	6,796
SNAP ON INC	COM	833034101	490,991	1,925	SH		SOLE		25	0	1,900
ROKU INC	COM CL A	77543R102	3,530	50	SH		SOLE		0	0	50
AUTONATION INC	COM	05329W102	7,792,407	51,469	SH		SOLE		189	0	51,280
SMITH A O CORP	COM	831865209	143,767	2,174	SH		SOLE		0	0	2,174
NORWEGIAN CRUISE LINE HLDG L	SHS	G66721104	415,757	25,228	SH		SOLE		402	0	24,826
GRAINGER W W INC	COM	384802104	699,450	1,011	SH		SOLE		12	0	999
ISHARES TR	EAFE VALUE ETF	464288877	2,300	47	SH		SOLE		0	0	47
VODAFONE GROUP PLC NEW	SPONSORED ADR	92857W308	85	9	SH		SOLE		0	0	9
CENTURY CMNTYS INC	COM	156504300	14,024	210	SH		SOLE		0	0	210
COLUMBIA SPORTSWEAR CO	COM	198516106	197,699	2,668	SH		SOLE		0	0	2,668
MOTOROLA SOLUTIONS INC	COM NEW	620076307	5,986,830	21,991	SH		SOLE		86	0	21,905
FORWARD AIR CORP	COM	349853101	10,036	146	SH		SOLE		0	0	146
TENNANT CO	COM	880345103	209,696	2,828	SH		SOLE		0	0	2,828
ICF INTL INC	COM	44925C103	15,343	127	SH		SOLE		0	0	127
UBS GROUP AG	SHS	H42097107	8,430,497	342,008	SH		SOLE		2,769	0	339,239
ESCO TECHNOLOGIES INC	COM	296315104	17,859	171	SH		SOLE		0	0	171
APPLE INC	COM	037833100	681,073	3,978	SH		SOLE		0	0	3,978
NELNET INC	CL A	64031N108	15,363	172	SH		SOLE		0	0	172
XPEL INC	COM	98379L100	15,345	199	SH		SOLE		0	0	199
FRESHPET INC	COM	358039105	243,229	3,692	SH		SOLE		0	0	3,692
UNIVERSAL DISPLAY CORP	COM	91347P105	225,124	1,434	SH		SOLE		0	0	1,434
GLOBAL PMTS INC	COM	37940X102	1,962	17	SH		SOLE		0	0	17
IRON MTN INC DEL	COM	46284V101	808,044	13,592	SH		SOLE		142	0	13,451
ROLLINS INC	COM	775711104	633,527	16,971	SH		SOLE		211	0	16,760
OREILLY AUTOMOTIVE INC	COM	67103H107	479,878	528	SH		SOLE		0	0	528
ISHARES TR	MSCI EAFE ETF	464287465	2,692,681	39,070	SH		SOLE		5,627	0	33,443
AT&T INC	COM	00206R102	9,538	635	SH		SOLE		0	0	635
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	3,142	8	SH		SOLE		0	0	8
ISHARES TR	CORE MSCI EAFE	46432F842	515	8	SH		SOLE		0	0	8