Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AXP	AMERICAN EXPRESS CO	804,165	$78.81M	1.8%	$69.05	+28.3%	COM	025816109
PM	PHILIP MORRIS INTL INC	934,305	$75.44M	1.8%	$62.58	-9.6%	COM	718172109
AAPL	APPLE INC COM	398,094	$73.69M	1.7%	$23.81	+79.6%	COM	037833100
CB	CHUBB LIMITED COM	576,319	$73.2M	1.7%	$104.34	+11.6%	COM	H1467J104
—	GENERAL ELEC CO	5,328,653	$72.52M	1.7%	$18.73	—	COM	369604103
ORCL	ORACLE CORP COM	1,631,122	$71.87M	1.7%	$36.05	+14.2%	COM	68389X105
SLB	SCHLUMBERGER LTD	1,056,879	$70.84M	1.7%	$56.12	-1.9%	COM	806857108
MRK	MERCK N CO INC NEW	1,148,116	$69.69M	1.6%	$38.38	+16.0%	COM	58933Y105
PEP	PEPSICO INC	620,896	$67.6M	1.6%	$74.03	+10.4%	COM	713448108
HOG	HARLEY DAVIDSON INC	1,594,693	$67.11M	1.6%	$51.13	-17.6%	COM	412822108
UNH	UNITEDHEALTH GROUP INC	269,439	$66.1M	1.5%	$148.84	+42.5%	COM	91324P102
BRK/B	BERKSHIRE HATHAWAY INC DEL CL	343,307	$64.08M	1.5%	$127.36	+53.0%	COM	084670702
PRU	PRUDENTIAL FINL INC	657,994	$61.53M	1.4%	$60.20	+15.8%	COM	744320102
BAC	BANK OF AMERICA CORPORATION	2,161,822	$60.94M	1.4%	$14.14	+75.7%	COM	060505104
—	NATIONAL OILWELL INC	1,364,626	$59.23M	1.4%	$38.08	—	COM	637071101
GOOG	ALPHABET INC CAP STK CL C	52,233	$58.27M	1.4%	$43.27	+23.9%	COM	02079K107
C	CITIGROUP INC	854,313	$57.17M	1.3%	$38.99	+36.0%	COM	172967424
ABBV	ABBVIE INC	602,042	$55.78M	1.3%	$50.58	+39.4%	COM	00287Y109
BWA	BORG WARNER INC	1,233,091	$53.22M	1.2%	$33.22	+17.6%	COM	099724106
—	DISCOVER FINL SVCS	749,762	$52.79M	1.2%	$64.44	—	COM	254709108
—	AETNA INC NEW	287,393	$52.74M	1.2%	$74.55	—	COM	00817Y108
MCK	MCKESSON CORP	389,114	$51.91M	1.2%	$142.64	-3.4%	COM	58155Q103
BIIB	BIOGEN IDEC INC	166,016	$48.18M	1.1%	$314.08	-10.5%	COM	09062X103
ABT	ABBOTT LABS	783,728	$47.8M	1.1%	$34.16	+55.6%	COM	002824100
AMP	AMERIPRISE FINL INC	339,001	$47.42M	1.1%	$76.95	+59.1%	COM	03076C106
TGT	TARGET CORP	621,911	$47.34M	1.1%	$47.57	+25.4%	COM	87612E106
—	ROYAL DUTCH SHELL PLC	668,733	$46.3M	1.1%	$60.25	—	ADR	780259206
NSC	NORFOLK SOUTHERN CORP	305,297	$46.06M	1.1%	$89.27	+40.3%	COM	655844108
LMT	LOCKHEED MARTIN CORP	141,004	$41.66M	1.0%	$113.78	+130.7%	COM	539830109
MSFT	MICROSOFT CORP	419,440	$41.36M	1.0%	$38.12	+135.5%	COM	594918104
CVX	CHEVRONTEXACO CORP	323,188	$40.86M	1.0%	$72.86	+22.3%	COM	166764100
MET	METLIFE INC	931,694	$40.62M	1.0%	$33.97	+5.7%	COM	59156R108
D	DOMINION ENERGY INC COM	595,468	$40.6M	1.0%	$53.08	-12.7%	COM	25746U109
SCZ	ISHARES MSCI EAFE SMALL CAP IN	582,250	$36.53M	0.9%	$50.10	—	ETF	464288273
FLOT	ISHARES TR FLTG RATE NT	704,441	$35.93M	0.8%	$49.87	—	ETF	46429B655
PEG	PUBLIC SVC ENTERPRISE GROUP	649,578	$35.17M	0.8%	$22.76	+74.3%	COM	744573106
MHK	MOHAWK INDS INC	141,713	$30.36M	0.7%	$219.39	-0.2%	COM	608190104
TRIP	TRIPADVISOR INC	531,946	$29.64M	0.7%	$41.30	+2.9%	COM	896945201
OXY	OCCIDENTAL PETE CORP DEL	353,433	$29.57M	0.7%	$66.34	0.0%	COM	674599105
PNC	PNC FINL SVCS GROUP INC	214,223	$28.94M	0.7%	$111.60	0.0%	COM	693475105
MDLZ	MONDELEZ INTL INC	687,369	$28.18M	0.7%	$29.28	+13.9%	COM	609207105
XYZ	SQUARE INC	403,474	$24.87M	0.6%	$30.91	+78.0%	COM	852234103
VNQI	VANGUARD INTL EQUITY INDEX F G	413,066	$23.99M	0.6%	$57.12	—	ETF	922042676
HD	HOME DEPOT INC	113,282	$22.1M	0.5%	$95.50	+62.3%	COM	437076102
—	ANSYS INC	123,566	$21.52M	0.5%	$123.41	—	COM	03662Q105
JLL	JONES LANG LASALLE INC	129,005	$21.41M	0.5%	$115.27	+46.0%	COM	48020Q107
HAS	HASBRO INC	228,203	$21.07M	0.5%	$66.75	0.0%	COM	418056107
FIVE	FIVE BELOW INC	215,294	$21.04M	0.5%	$51.82	+55.0%	COM	33829M101
BA	BOEING CO	60,978	$20.46M	0.5%	$129.13	+155.8%	COM	097023105
ZION	ZIONS BANCORPORATION	386,479	$20.36M	0.5%	$44.04	+25.3%	COM	989701107
CVS	CVS HEALTH CORP COM	316,413	$20.36M	0.5%	$68.21	-24.2%	COM	126650100
—	BLACKROCK INC	38,766	$19.35M	0.5%	$414.85	—	COM	09247X101
DECK	DECKERS OUTDOOR CORP	171,231	$19.33M	0.5%	$11.89	+45.5%	COM	243537107
RMD	RESMED INC	186,505	$19.32M	0.5%	$78.13	+20.5%	COM	761152107
RL	RALPH LAUREN CORP	150,584	$18.93M	0.4%	$74.83	+39.5%	COM	751212101
MPWR	MONOLITHIC PWR SYS INC	140,981	$18.84M	0.4%	$95.19	+25.7%	COM	609839105
—	ASPEN INSURANCE HOLDINGS LTD	433,168	$17.63M	0.4%	$42.96	—	COM	G05384105
PSX	PHILLIPS 66	154,127	$17.31M	0.4%	$56.56	+47.0%	COM	718546104
NVDA	NVIDIA CORP	71,072	$16.84M	0.4%	$2.28	+163.3%	COM	67066G104
CDNS	CADENCE DESIGN SYSTEM INC	376,382	$16.3M	0.4%	$29.82	+37.9%	COM	127387108
SCHW	SCHWAB CHARLES CORP NEW	315,441	$16.12M	0.4%	$48.90	+1.9%	COM	808513105
—	MARVELL TECHNOLOGY GROUP LTD	744,519	$15.96M	0.4%	$18.44	—	COM	G5876H105
AXS	AXIS CAPITAL HOLDINGS	281,678	$15.67M	0.4%	$41.25	+11.6%	COM	G0692U109
TPH	TRI POINTE GROUP INC COM	947,778	$15.51M	0.4%	$14.48	+17.5%	COM	87265H109
—	HILL ROM HLDGS INC	177,156	$15.47M	0.4%	$71.13	—	COM	431475102
XYL	XYLEM INC	228,574	$15.4M	0.4%	$54.60	+21.3%	COM	98419M100
CVLT	COMMVAULT SYSTEMS INC	226,762	$14.93M	0.4%	$68.76	0.0%	COM	204166102
—	HOLLYFRONTIER CORP COM	208,324	$14.26M	0.3%	$50.52	—	COM	436106108
—	CIMPRESS N V	97,679	$14.16M	0.3%	$124.33	—	COM	N20146101
—	PACWEST BANCORP DEL	278,531	$13.77M	0.3%	$46.67	—	COM	695263103
V	VISA INC	100,523	$13.31M	0.3%	$94.54	+29.1%	COM	92826C839
TER	TERADYNE INC	345,359	$13.15M	0.3%	$27.70	+35.3%	COM	880770102
EFA	ISHARES TR MSCI EAFE IDX	195,027	$13.06M	0.3%	$58.00	—	ETF	464287465
—	CENTENNIAL RESOURCE DEV INC	720,057	$13M	0.3%	$19.38	—	COM	15136A102
DIN	DINE BRANDS GLOBAL INC COM	173,627	$12.99M	0.3%	$50.42	+6.7%	COM	254423106
LULU	LULULEMON ATHLETICA INC	102,724	$12.82M	0.3%	$70.98	+50.2%	COM	550021109
BURL	BURLINGTON STORES INC	84,470	$12.71M	0.3%	$101.22	+40.6%	COM	122017106
HPQ	HP INC COM	557,052	$12.64M	0.3%	$17.36	-0.7%	COM	40434L105
INTC	INTEL CORP	251,890	$12.52M	0.3%	$24.95	+80.5%	COM	458140100
BPOP	POPULAR INC	273,686	$12.37M	0.3%	$32.09	+14.4%	COM	733174700
AGO	ASSURED GUARANTY LTD	345,966	$12.36M	0.3%	$31.41	+1.6%	COM	G0585R106
UNFI	UNITED NAT FOODS INC	287,020	$12.24M	0.3%	$41.83	+5.5%	COM	911163103
AMZN	AMAZON COM INC	7,094	$12.06M	0.3%	$25.01	+217.4%	COM	023135106
—	WPX ENERGY INC	649,099	$11.7M	0.3%	$14.85	—	COM	98212B103
—	NATIONAL INSTRS CORP	276,350	$11.6M	0.3%	$41.79	—	COM	636518102
BKR	BAKER HUGHES A GE CO	346,149	$11.43M	0.3%	$27.33	0.0%	COM	05722G100
TREE	LENDINGTREE INC NEW	53,447	$11.43M	0.3%	$238.85	—	COM	52603B107
SIG	SIGNET JEWELERS LIMITED	196,458	$10.95M	0.3%	$48.14	-21.7%	COM	G81276100
LGIH	LGI HOMES INC	188,948	$10.91M	0.3%	$53.15	+21.3%	COM	50187T106
—	AMEDISYS INC	126,896	$10.85M	0.3%	$55.13	—	COM	023436108
PCH	POTLATCHDELTIC CORPORATION COM	210,731	$10.72M	0.3%	$50.56	—	COM	737630103
DCH	AMERICAN AXLE AND MFG HLDGS IN	688,193	$10.71M	0.3%	$16.50	-2.6%	COM	024061103
PUMP	PROPETRO HLDG CORP	681,911	$10.69M	0.3%	$17.26	-0.3%	COM	74347M108
BRKR	BRUKER BIOSCIENCES CORP	366,816	$10.65M	0.2%	$25.59	+15.6%	COM	116794108
CBOE	CBOE GLOBAL MARKETS INC	102,228	$10.64M	0.2%	$79.91	+19.6%	COM	12503M108
CRL	CHARLES RIV LABS INTL INC	94,617	$10.62M	0.2%	$108.05	+0.1%	COM	159864107
GIL	GILDAN ACTIVEWEAR INC	368,791	$10.38M	0.2%	$25.31	+1.2%	COM	375916103
—	HALYARD HEALTH INC	178,028	$10.19M	0.2%	$37.72	—	COM	40650V100
MMM	3M CO	50,623	$9.958M	0.2%	$101.53	+28.2%	COM	88579Y101
META	FACEBOOK INC	50,818	$9.875M	0.2%	$136.13	+31.8%	COM	30303M102
CHE	CHEMED CORP NEW	30,496	$9.814M	0.2%	$203.63	+49.9%	COM	16359R103
WING	WINGSTOP INC	187,341	$9.764M	0.2%	$37.54	+35.6%	COM	974155103
EMR	EMERSON ELEC CO	141,015	$9.75M	0.2%	$45.84	+27.9%	COM	291011104
LPLA	LPL FINL HLDGS INC	147,410	$9.661M	0.2%	$61.98	+6.0%	COM	50212V100
—	COUPA SOFTWARE INC	154,343	$9.606M	0.2%	$45.62	—	COM	22266L106
IT	GARTNER INC	71,577	$9.513M	0.2%	$122.45	+4.5%	COM	366651107
IWF	ISHARES TR RUSSELL1000GRW	65,908	$9.478M	0.2%	$107.44	—	ETF	464287614
NFLX	NETFLIX COM INC	23,969	$9.382M	0.2%	$10.75	+217.2%	COM	64110L106
ORLY	O REILLY AUTOMOTIVE INC NEW	34,289	$9.38M	0.2%	$15.41	+13.0%	COM	67103H107
—	FOOT LOCKER INC	177,078	$9.323M	0.2%	$52.65	—	COM	344849104
CRS	CARPENTER TECHNOLOGY CORP	172,461	$9.066M	0.2%	$47.32	0.0%	COM	144285103
XLK	SELECT SECTOR SPDR TR SBI INT	129,911	$9.025M	0.2%	$32.29	—	ETF	81369Y803
ACN	ACCENTURE PLC IRELAND SHS CLAS	54,503	$8.916M	0.2%	$90.98	+53.1%	COM	G1151C101
ELV	ANTHEM INC COM	36,521	$8.693M	0.2%	$181.92	+15.1%	COM	036752103
TOL	TOLL BROTHERS INC	234,293	$8.667M	0.2%	$42.21	-3.0%	COM	889478103
RVTY	PERKINELMER INC	117,611	$8.613M	0.2%	$70.42	+4.5%	COM	714046109
IWM	ISHARES TR RUSSELL 2000	52,395	$8.581M	0.2%	$47.96	—	ETF	464287655
—	LEGG MASON INC	245,883	$8.54M	0.2%	$38.02	—	COM	524901105
FTNT	FORTINET INC	136,382	$8.514M	0.2%	$9.81	+20.7%	COM	34959E109
LW	LAMB WESTON HLDGS INC	122,957	$8.424M	0.2%	$58.37	0.0%	COM	513272104
PKG	PACKAGING CORP AMER	74,743	$8.356M	0.2%	$64.07	+44.4%	COM	695156109
VNQ	VANGUARD INDEX FDS REAL ESTATE	102,087	$8.315M	0.2%	$81.09	—	ETF	922908553
MD	MEDNAX INC	188,842	$8.173M	0.2%	$55.62	-13.8%	COM	58502B106
—	VIRTUSA CORP	167,580	$8.158M	0.2%	$36.44	—	COM	92827P102
—	SYNTEL INC	251,050	$8.056M	0.2%	$23.73	—	COM	87162H103
—	INVESTORS BANCORP INC NEW	628,726	$8.041M	0.2%	$12.27	—	COM	46146L101
MCD	MCDONALDS CORP	51,294	$8.037M	0.2%	$103.21	+31.3%	COM	580135101
NEOG	NEOGEN CORP	100,107	$8.028M	0.2%	$26.34	+40.0%	COM	640491106
—	SPIRIT AEROSYSTEMS HLDGS INC	92,198	$7.921M	0.2%	$80.52	—	COM	848574109
PRGS	PROGRESS SOFTWARE CORP	202,273	$7.852M	0.2%	$37.24	+1.9%	COM	743312100
—	WABCO HLDGS INC	66,979	$7.838M	0.2%	$132.55	—	COM	92927K102
MTG	MGIC INVT CORP WIS	726,940	$7.793M	0.2%	$11.97	-9.1%	COM	552848103
NTCT	NETSCOUT SYS INC	261,986	$7.781M	0.2%	$31.46	-11.6%	COM	64115T104
—	RESOLUTE ENERGY CORP	248,803	$7.763M	0.2%	$34.65	—	COM	76116A306
—	QIAGEN NV	214,641	$7.761M	0.2%	$32.94	—	COM	N72482123
MC	MOELIS N CO	129,814	$7.614M	0.2%	$33.30	0.0%	COM	60786M105
MANH	MANHATTAN ASSOCS INC	159,315	$7.489M	0.2%	$52.25	-15.3%	COM	562750109
ROL	ROLLINS INC	141,120	$7.42M	0.2%	$18.16	+14.0%	COM	775711104
—	LUMBER LIQUIDATORS HLDGS INC	303,114	$7.381M	0.2%	$24.35	—	COM	55003T107
—	ATLAS AIR WORLDWIDE HLDGS IN	101,323	$7.265M	0.2%	$71.70	—	COM	049164205
AWI	ARMSTRONG WORLD INDS INC NEW	114,513	$7.237M	0.2%	$54.71	+1.3%	COM	04247X102
SYY	SYSCO CORP	105,808	$7.226M	0.2%	$45.52	+14.8%	COM	871829107
CSCO	CISCO SYS INC	167,841	$7.222M	0.2%	$22.17	+56.7%	COM	17275R102
—	E TRADE FINANCIAL CORP	117,826	$7.206M	0.2%	$42.88	—	COM	269246401
—	CRANE CO	88,988	$7.131M	0.2%	$88.43	—	COM	224399105
UVV	UNIVERSAL CORP VA	107,401	$7.094M	0.2%	$55.37	0.0%	COM	913456109
YEXT	YEXT INC	360,720	$6.976M	0.2%	$15.35	0.0%	COM	98585N106
AOS	SMITH A O	115,327	$6.822M	0.2%	$51.90	+5.8%	COM	831865209
—	AMTRUST FINANCIAL SERVICES I	465,399	$6.781M	0.2%	$12.31	—	COM	032359309
SSNC	SSNC TECHNOLOGIES HLDGS INC	127,815	$6.634M	0.2%	$37.27	+35.8%	COM	78467J100
CME	CME GROUP INC	39,769	$6.519M	0.2%	$107.22	+16.4%	COM	12572Q105
—	DRIL QUIP INC	126,269	$6.49M	0.2%	$52.58	—	COM	262037104
VSAT	VIASAT INC	97,512	$6.408M	0.2%	$69.85	-8.6%	COM	92552V100
IJK	ISHARES TR SANDP MIDCP GROW	28,382	$6.38M	0.1%	$136.98	—	ETF	464287606
IART	INTEGRA LIFESCIENCES HLDGS C	98,256	$6.329M	0.1%	$40.34	+53.5%	COM	457985208
EW	EDWARDS LIFESCIENCES CORP	43,429	$6.322M	0.1%	$42.54	+9.7%	COM	28176E108
—	CONSOL ENERGY INC NEW	164,490	$6.308M	0.1%	$38.35	—	COM	20854L108
JNJ	JOHNSON AND JOHNSON	51,745	$6.279M	0.1%	$80.44	+25.2%	COM	478160104
MED	MEDIFAST INC	39,060	$6.256M	0.1%	$61.02	+70.4%	COM	58470H101
IYH	ISHARES TR DJ US HEALTHCR	34,668	$6.177M	0.1%	$106.30	—	ETF	464287762
—	CORESITE RLTY CORP	55,641	$6.166M	0.1%	$110.82	—	COM	21870Q105
IJJ	ISHARES TR SANDP MIDCP VALU	37,937	$6.147M	0.1%	$107.35	—	ETF	464287705
EVR	EVERCORE INC	58,174	$6.134M	0.1%	$60.03	+45.0%	COM	29977A105
AGCO	AGCO CORP	100,276	$6.089M	0.1%	$53.70	-2.6%	COM	001084102
—	CANTEL MEDICAL CORP	61,694	$6.068M	0.1%	$91.30	—	COM	138098108
SPY	SPDR TR UNIT SER 1	22,135	$6.005M	0.1%	$157.44	—	ETF	78462F103
WTS	WATTS INDS INC	75,945	$5.954M	0.1%	$69.11	+12.3%	COM	942749102
MSM	MSC INDL DIRECT INC	70,090	$5.947M	0.1%	$85.89	+5.4%	COM	553530106
—	MTGE INVESTMENT CORP	300,893	$5.898M	0.1%	$16.99	—	COM	55378A105
—	ACTUANT CORP	200,609	$5.888M	0.1%	$25.26	—	COM	00508X203
UPS	UNITED PARCEL SERVICE INC	55,164	$5.86M	0.1%	$72.41	+15.7%	COM	911312106
—	CITRIX SYS INC	55,812	$5.851M	0.1%	$90.72	—	COM	177376100
—	DISCOVERY INC COM SER A	211,161	$5.807M	0.1%	$23.30	—	COM	25470F104
WST	WEST PHARMACEUTICAL SVSC INC	58,212	$5.78M	0.1%	$92.95	-3.3%	COM	955306105
CCOI	COGENT COMM GROUP INC	107,727	$5.753M	0.1%	$33.53	0.0%	COM	19239V302
AGG	ISHARES TR LEHMAN AGG BND	54,004	$5.742M	0.1%	$108.65	—	ETF	464287226
GPN	GLOBAL PMTS INC	50,902	$5.675M	0.1%	$90.48	+18.8%	COM	37940X102
CHH	CHOICE HOTELS INTL INC	74,868	$5.66M	0.1%	$70.26	+7.1%	COM	169905106
MPC	MARATHON PETE CORP	79,316	$5.565M	0.1%	$48.21	+24.5%	COM	56585A102
—	ESTERLINE TECHNOLOGIES CORP	74,224	$5.478M	0.1%	$79.23	—	COM	297425100
XOM	EXXON MOBIL CORP	65,884	$5.451M	0.1%	$53.91	+4.1%	COM	30231G102
VRNS	VARONIS SYS INC	72,970	$5.436M	0.1%	$16.53	+45.0%	COM	922280102
AYI	ACUITY BRANDS INC	46,454	$5.383M	0.1%	$118.70	0.0%	COM	00508Y102
GNW	GENWORTH FINL INC	1,177,907	$5.301M	0.1%	$3.45	-0.2%	COM	37247D106
NTAP	NETAPP INC	67,262	$5.282M	0.1%	$43.61	+31.1%	COM	64110D104
AVT	AVNET INC	122,703	$5.263M	0.1%	$34.78	-3.3%	COM	053807103
KMI	KINDER MORGAN INC DEL	297,574	$5.258M	0.1%	$10.58	0.0%	COM	49456B101
FAF	FIRST AMERN FINL CORP	101,157	$5.232M	0.1%	$43.36	-5.0%	COM	31847R102
EEM	ISHARES TR MSCI EMERG MKT	120,288	$5.212M	0.1%	$34.13	—	ETF	464287234
—	MICHAEL KORS HLDGS LTD	77,945	$5.191M	0.1%	$59.89	—	COM	G60754101
IJT	ISHARES TR SANDP SMLCP GROW	27,061	$5.113M	0.1%	$102.30	—	ETF	464287887
IWR	ISHARES TR RUSSELL MIDCAP	24,018	$5.095M	0.1%	$162.08	—	ETF	464287499
BMY	BRISTOL MYERS SQUIBB CO	90,450	$5.006M	0.1%	$41.87	-3.0%	COM	110122108
IJS	ISHARES TR SANDP SMLCP VALU	29,821	$4.869M	0.1%	$97.81	—	ETF	464287879
PRF	INVESCO EXCHANGE TRADED FD T F	42,500	$4.786M	0.1%	$112.61	—	ETF	46137V613
RHP	RYMAN HOSPITALITY PPTYS INC	57,387	$4.772M	0.1%	$83.15	—	COM	78377T107
—	MASONITE INTL CORP NEW	65,416	$4.7M	0.1%	$67.12	—	COM	575385109
CLF	CLEVELAND CLIFFS INC	556,832	$4.694M	0.1%	$7.10	+6.1%	COM	185899101
ADP	AUTOMATIC DATA PROCESSING IN	34,528	$4.632M	0.1%	$68.23	+58.0%	COM	053015103
PANW	PALO ALTO NETWORKS INC	22,498	$4.623M	0.1%	$22.77	+46.4%	COM	697435105
DORM	DORMAN PRODUCTS INC	67,387	$4.603M	0.1%	$60.66	+11.1%	COM	258278100
TJX	TJX COS INC	48,031	$4.572M	0.1%	$32.54	+21.6%	COM	872540109
VLO	VALERO ENERGY CORP NEW	41,079	$4.553M	0.1%	$60.09	+37.4%	COM	91913Y100
DG	DOLLAR GEN CORP NEW	45,905	$4.526M	0.1%	$67.26	+29.5%	COM	256677105
XLP	SELECT SECTOR SPDR TR SBI CONS	87,020	$4.484M	0.1%	$41.55	—	ETF	81369Y308
CARS	CARS COM INC	157,761	$4.479M	0.1%	$26.09	+5.4%	COM	14575E105
TRU	TRANSUNION	61,990	$4.441M	0.1%	$48.16	+33.6%	COM	89400J107
USPH	U S PHYSICAL THERAPY INC	46,121	$4.428M	0.1%	$65.14	+42.4%	COM	90337L108
MTH	MERITAGE CORP	99,636	$4.379M	0.1%	$21.56	+4.3%	COM	59001A102
CVGW	CALAVO GROWERS INC	45,406	$4.366M	0.1%	$80.36	0.0%	COM	128246105
XLI	SELECT SECTOR SPDR TR SBI INT	60,367	$4.324M	0.1%	$44.95	—	ETF	81369Y704
HAIN	HAIN CELESTIAL GROUP INC	145,081	$4.323M	0.1%	$32.05	-10.5%	COM	405217100
UNF	UNIFIRST CORP MASS	23,727	$4.197M	0.1%	$129.41	+26.5%	COM	904708104
—	UNITED STATES STL CORP NEW	120,721	$4.195M	0.1%	$35.19	—	COM	912909108
PRAA	PRA GROUP INC	108,663	$4.189M	0.1%	$32.86	+17.4%	COM	69354N106
—	SEATTLE GENETICS INC	62,133	$4.125M	0.1%	$66.39	—	COM	812578102
VRSK	VERISK ANALYTICS INC	38,275	$4.12M	0.1%	$89.79	+13.3%	COM	92345Y106
UVE	UNIVERSAL INS HLDGS INC	117,339	$4.119M	0.1%	$30.07	+13.2%	COM	91359V107
IGIB	ISHARES TR LEHMAN INTER C	38,616	$4.103M	0.1%	$109.03	—	ETF	464288638
—	PS BUSINESS PKS INC CALIF	31,743	$4.079M	0.1%	$115.07	—	COM	69360J107
—	NORDSTROM INC	78,100	$4.044M	0.1%	$51.78	—	COM	655664100
EEFT	EURONET WORLDWIDE INC	47,573	$3.985M	0.1%	$91.22	-11.3%	COM	298736109
—	BELMOND LTD	355,153	$3.96M	0.1%	$11.15	—	COM	G1154H107
BCPC	BALCHEM CORP	40,220	$3.947M	0.1%	$89.28	0.0%	COM	057665200
HON	HONEYWELL INTL INC	27,022	$3.893M	0.1%	$59.46	+91.0%	COM	438516106
ITW	ILLINOIS TOOL WKS INC	27,673	$3.834M	0.1%	$83.11	+47.6%	COM	452308109
TRMB	TRIMBLE NAVIGATION LTD	115,000	$3.777M	0.1%	$37.38	-7.2%	COM	896239100
DAL	DELTA AIR LINES INC DEL	75,743	$3.752M	0.1%	$44.40	+11.3%	COM	247361702
NTLA	INTELLIA THERAPEUTICS INC	136,878	$3.745M	0.1%	$24.23	0.0%	COM	45826J105
SCSC	SCANSOURCE INC	91,020	$3.668M	0.1%	$36.30	+3.8%	COM	806037107
FE	FIRSTENERGY CORP	101,801	$3.656M	0.1%	$23.54	+6.8%	COM	337932107
SPSC	SPS COMM INC	49,438	$3.633M	0.1%	$35.47	0.0%	COM	78463M107
TUSK	MAMMOTH ENERGY SVCS INC	106,841	$3.628M	0.1%	$35.13	0.0%	COM	56155L108
BDX	BECTON DICKINSON AND CO	15,095	$3.616M	0.1%	$126.70	+56.6%	COM	075887109
PAYX	PAYCHEX INC	52,174	$3.566M	0.1%	$42.62	+20.9%	COM	704326107
HRTG	HERITAGE INS HLDGS INC	211,496	$3.526M	0.1%	$16.76	-1.6%	COM	42727J102
HMN	HORACE MANN EDUCATORS CORP N	78,886	$3.518M	0.1%	$40.13	+10.4%	COM	440327104
STT	STATE STR CORP	37,765	$3.516M	0.1%	$74.27	+4.8%	COM	857477103
NTNX	NUTANIX INC CL A	68,154	$3.515M	0.1%	$39.67	+38.6%	COM	67059N108
—	BANCORPSOUTH BK TUPELO MISS CO	105,229	$3.467M	0.1%	$31.55	—	COM	05971J102
BDC	BELDEN CDT INC	56,543	$3.456M	0.1%	$59.78	0.0%	COM	077454106
—	INTREPID POTASH INC	834,926	$3.423M	0.1%	$6.00	—	COM	46121Y102
—	NANOMETRICS INC	96,575	$3.42M	0.1%	$35.41	—	COM	630077105
IVV	ISHARES TR SANDP 500 INDEX	12,505	$3.415M	0.1%	$243.86	—	ETF	464287200
—	DISCOVERY INC COM SER C	133,867	$3.414M	0.1%	$25.50	—	COM	25470F302
GPRE	GREEN PLAINS RENEWABLE ENERG	186,412	$3.411M	0.1%	$19.20	0.0%	COM	393222104
HWC	HANCOCK WHITNEY CORPORATION CO	71,574	$3.339M	0.1%	$45.26	+12.1%	COM	410120109
ADI	ANALOG DEVICES INC	34,679	$3.326M	0.1%	$44.16	+85.5%	COM	032654105
EMB	ISHARES JPMORGAN USD EMERGING	31,112	$3.322M	0.1%	$109.88	—	ETF	464288281
—	VERSUM MATLS INC	88,717	$3.296M	0.1%	$36.39	—	COM	92532W103
AMT	AMERICAN TOWER REIT COM	22,724	$3.276M	0.1%	$69.32	+64.2%	COM	03027X100
ACAD	ACADIA PHARMACEUTICALS INC	213,973	$3.267M	0.1%	$17.83	0.0%	COM	004225108
—	COOPER TIRE AND RUBR CO	123,410	$3.246M	0.1%	$34.12	—	COM	216831107
JPM	J P MORGAN CHASE AND CO	31,129	$3.244M	0.1%	$44.92	+98.2%	COM	46625H100
—	GREEN BANCORP INC	148,153	$3.2M	0.1%	$22.25	—	COM	39260X100
JEF	JEFFERIES FINL GROUP INC COM	140,373	$3.192M	0.1%	$16.63	0.0%	COM	47233W109
—	MARATHON OIL CORP	152,720	$3.186M	0.1%	$20.86	—	COM	565849106
CASH	META FINL GROUP INC	32,521	$3.168M	0.1%	$34.36	+1.6%	COM	59100U108
AN	AUTONATION INC	64,963	$3.156M	0.1%	$49.56	-4.4%	COM	05329W102
—	LUMINEX CORP DEL	105,498	$3.115M	0.1%	$19.88	—	COM	55027E102
XLF	SELECT SECTOR SPDR TR SBI INT	117,107	$3.114M	0.1%	$20.33	—	ETF	81369Y605
EBAY	EBAY INC	85,036	$3.083M	0.1%	$32.10	+7.9%	COM	278642103
—	SONIC CORP	89,297	$3.074M	0.1%	$25.98	—	COM	835451105
MA	MASTERCARD INCORPORATED CL A	15,473	$3.041M	0.1%	$149.04	+21.0%	COM	57636Q104
CVSA	ADTALEM GLOBAL ED INC COM	62,924	$3.027M	0.1%	$40.12	+19.2%	COM	00737L103
—	APTIV PLC	32,486	$2.977M	0.1%	$84.82	—	COM	G6095L109
IDXX	IDEXX LABS INC	13,624	$2.969M	0.1%	$179.09	+15.1%	COM	45168D104
LOW	LOWES COS INC	30,329	$2.899M	0.1%	$58.03	+35.6%	COM	548661107
KR	KROGER CO	101,722	$2.894M	0.1%	$24.42	-12.5%	COM	501044101
—	AON PLC	20,948	$2.873M	0.1%	$136.05	—	COM	G0408V102
XLE	SELECT SECTOR SPDR TR SBI INT	37,517	$2.849M	0.1%	$75.78	—	ETF	81369Y506
MBB	ISHARES TR MBS FIXED BDFD	27,096	$2.823M	0.1%	$107.39	—	ETF	464288588
—	COWEN INC	199,741	$2.766M	0.1%	$15.16	—	COM	223622606
AFL	AFLAC INC	63,961	$2.752M	0.1%	$29.92	+25.5%	COM	001055102
LYB	LYONDELLBASELL INDUSTRIES N V	24,994	$2.746M	0.1%	$61.73	+10.7%	COM	N53745100
DIS	DISNEY WALT CO	26,089	$2.734M	0.1%	$86.79	+12.0%	COM	254687106
APD	AIR PRODS AND CHEMS INC	17,415	$2.712M	0.1%	$111.77	+21.3%	COM	009158106
—	STATE BK FINL CORP	81,171	$2.711M	0.1%	$25.40	—	COM	856190103
SYK	STRYKER CORP	16,054	$2.711M	0.1%	$82.99	+86.5%	COM	863667101
—	FLEETCOR TECHNOLOGIES INC	12,828	$2.702M	0.1%	$192.87	—	COM	339041105
XLY	SELECT SECTOR SPDR TR SBI CONS	24,129	$2.637M	0.1%	$58.69	—	ETF	81369Y407
VCSH	VANGUARD SCOTTSDALE FDS SHRT T	33,671	$2.63M	0.1%	$79.92	—	ETF	92206C409
ECPG	ENCORE CAP GROUP INC	71,338	$2.611M	0.1%	$44.86	-6.3%	COM	292554102
KEX	KIRBY CORP	31,156	$2.605M	0.1%	$65.55	+32.4%	COM	497266106
CMCSA	COMCAST CORP	79,379	$2.604M	0.1%	$25.96	+3.4%	COM	20030N101
NUE	NUCOR CORP	41,467	$2.592M	0.1%	$49.42	+9.5%	COM	670346105
COST	COSTCO WHSL CORP	12,353	$2.582M	0.1%	$145.48	+22.2%	COM	22160K105
RMAX	RE MAX HLDGS INC	48,820	$2.561M	0.1%	$38.82	+19.8%	COM	75524W108
LVS	LAS VEGAS SANDS CORP	33,313	$2.544M	0.1%	$36.78	+78.6%	COM	517834107
SHY	ISHARES TR 1 3 YR TRS BD	30,304	$2.526M	0.1%	$84.46	—	ETF	464287457
AMGN	AMGEN INC	13,401	$2.474M	0.1%	$121.77	+15.2%	COM	031162100
—	SPECTRUM BRANDS HLDGS INC	30,017	$2.45M	0.1%	$83.12	—	COM	84763R101
F	FORD MTR CO DEL	220,961	$2.446M	0.1%	$7.48	+3.4%	COM	345370860
EMN	EASTMAN CHEM CO	24,371	$2.436M	0.1%	$60.85	+32.9%	COM	277432100
MAS	MASCO CORP	64,717	$2.422M	0.1%	$33.28	+2.5%	COM	574599106
PLD	PROLOGIS INC	36,774	$2.416M	0.1%	$37.45	+38.8%	COM	74340W103
MAT	MATTEL INC	142,673	$2.343M	0.1%	$15.18	0.0%	COM	577081102
—	INGERSOLL RAND PLC	26,084	$2.341M	0.1%	$83.74	—	COM	G47791101
ANGO	ANGIODYNAMICS INC	104,861	$2.332M	0.1%	$16.04	+27.4%	COM	03475V101
DNOW	NOW INC	173,020	$2.306M	0.1%	$13.19	0.0%	COM	67011P100
—	DOWDUPONT INC COM	34,880	$2.299M	0.1%	$69.22	—	COM	26078J100
WCC	WESCO INTL INC	40,184	$2.295M	0.1%	$58.70	+0.4%	COM	95082P105
—	TORCHMARK CORP	28,064	$2.285M	0.1%	$74.59	—	COM	891027104
BNDX	VANGUARD CHARLOTTE FDS INTL BD	40,772	$2.231M	0.1%	$54.18	—	ETF	92203J407
WEC	WEC ENERGY GROUP INC COM	34,076	$2.203M	0.1%	$45.18	+7.9%	COM	92939U106
LNN	LINDSAY MFG CO	22,499	$2.182M	0.1%	$64.95	+32.6%	COM	535555106
WMT	WALMART INC	25,265	$2.164M	0.1%	$22.85	+10.5%	COM	931142103
T	AT AND T INC	67,255	$2.16M	0.1%	$12.97	+12.0%	COM	00206R102
VFC	V F CORP	26,287	$2.143M	0.1%	$54.41	+38.5%	COM	918204108
GNTX	GENTEX CORP	92,732	$2.135M	0.1%	$18.25	+30.0%	COM	371901109
PYPL	PAYPAL HLDGS INC	25,361	$2.112M	0.0%	$40.28	+97.4%	COM	70450Y103
—	RAYTHEON CO	10,758	$2.078M	0.0%	$136.14	—	COM	755111507
AES	AES CORP	153,340	$2.056M	0.0%	$8.76	+7.0%	COM	00130H105
VVV	VALVOLINE INC COM	94,961	$2.048M	0.0%	$21.14	0.0%	COM	92047W101
WH	WYNDHAM HOTELS N RESORTS INC	34,540	$2.032M	0.0%	$60.97	0.0%	COM	98311A105
NEU	NEWMARKET CORP	5,015	$2.029M	0.0%	$334.90	0.0%	COM	651587107
THR	THERMON GROUP HLDGS INC	88,694	$2.028M	0.0%	$19.11	+22.6%	COM	88362T103
FISV	FISERV INC	27,306	$2.023M	0.0%	$56.87	+27.7%	COM	337738108
MIDD	MIDDLEBY CORP	19,362	$2.022M	0.0%	$113.19	0.0%	COM	596278101
—	UNITED TECHNOLOGIES CORP	15,995	$2M	0.0%	$95.90	—	COM	913017109
IYZ	ISHARES TR DJ US TELECOMM	71,438	$1.97M	0.0%	$26.90	—	ETF	464287713
NWSA	NEWS CORP NEW	125,559	$1.946M	0.0%	$14.66	-0.9%	COM	65249B109
VEA	VANGUARD FTSE DEVELOPED MARKET	44,359	$1.903M	0.0%	$42.97	—	ETF	921943858
ADBE	ADOBE SYS INC	7,783	$1.898M	0.0%	$150.32	+57.4%	COM	00724F101
RWR	SPDR SERIES TRUST DJWS REIT ET	20,190	$1.897M	0.0%	$78.24	—	ETF	78464A607
IEFA	ISHARES TR CORE MSCI EAFE	29,826	$1.89M	0.0%	$63.75	—	ETF	46432F842
PG	PROCTER AND GAMBLE CO	23,933	$1.868M	0.0%	$66.69	-7.3%	COM	742718109
SHM	SPDR SER TR NUVN BR SHT MUNI	38,158	$1.831M	0.0%	$48.84	—	ETF	78468R739
LQD	ISHARES TR GS CORP BD FD	15,971	$1.83M	0.0%	$121.15	—	ETF	464287242
—	EATON VANCE CORP	35,048	$1.829M	0.0%	$39.70	—	COM	278265103
IBM	INTERNATIONAL BUSINESS MACHINE	12,942	$1.808M	0.0%	$109.31	-8.6%	COM	459200101
FDS	FACTSET RESH SYS INC	9,115	$1.806M	0.0%	$120.36	+53.9%	COM	303075105
RJF	RAYMOND JAMES FINANCIAL INC	20,155	$1.801M	0.0%	$53.80	+2.4%	COM	754730109
BRO	BROWN AND BROWN INC	64,950	$1.801M	0.0%	$19.06	+34.8%	COM	115236101
ALGN	ALIGN TECHNOLOGY INC	5,209	$1.782M	0.0%	$227.60	+31.1%	COM	016255101
KO	COCA COLA CO	39,251	$1.722M	0.0%	$32.42	+4.9%	COM	191216100
O	REALTY INCOME CORP	30,926	$1.664M	0.0%	$25.26	+39.2%	COM	756109104
GD	GENERAL DYNAMICS CORP	8,390	$1.564M	0.0%	$111.13	+54.8%	COM	369550108
GAP	GAP INC DEL	48,258	$1.563M	0.0%	$22.55	+4.1%	COM	364760108
—	VIACOM INC NEW	51,275	$1.546M	0.0%	$38.04	—	COM	92553P201
—	PRAXAIR INC	9,585	$1.516M	0.0%	$119.25	—	COM	74005P104
—	LAM RESEARCH CORP	8,609	$1.488M	0.0%	$76.01	—	COM	512807108
GOOGL	ALPHABET INC CAP STK CL A	1,300	$1.468M	0.0%	$44.52	+21.3%	COM	02079K305
EFX	EQUIFAX INC	11,702	$1.464M	0.0%	$80.16	+38.3%	COM	294429105
CBSH	COMMERCE BANCSHARES INC	22,267	$1.441M	0.0%	$24.05	+74.9%	COM	200525103
UNP	UNION PAC CORP	10,159	$1.439M	0.0%	$76.08	+54.8%	COM	907818108
TMO	THERMO ELECTRON CORP	6,882	$1.426M	0.0%	$125.39	+65.9%	COM	883556102
VWO	VANGUARD INTL EQUITY INDEX F E	33,476	$1.413M	0.0%	$41.86	—	ETF	922042858
VZ	VERIZON COMMUNICATIONS	27,864	$1.402M	0.0%	$29.32	+9.9%	COM	92343V104
CAT	CATERPILLAR INC DEL	10,216	$1.386M	0.0%	$89.35	+41.6%	COM	149123101
—	WYNDHAM WORLDWIDE CORP	31,159	$1.379M	0.0%	$86.96	—	COM	98310W108
TROW	PRICE T ROWE GROUP INC	11,863	$1.377M	0.0%	$62.41	+38.7%	COM	74144T108
ZTS	ZOETIS INC	16,133	$1.374M	0.0%	$79.49	0.0%	COM	98978V103
TXN	TEXAS INSTRS INC	12,403	$1.367M	0.0%	$77.79	+12.2%	COM	882508104
HBAN	HUNTINGTON BANCSHARES INC	92,259	$1.362M	0.0%	$10.61	0.0%	COM	446150104
AZO	AUTOZONE INC	2,017	$1.353M	0.0%	$532.63	+21.1%	COM	053332102
STZ	CONSTELLATION BRANDS INC	6,144	$1.345M	0.0%	$101.32	+97.1%	COM	21036P108
HRL	HORMEL FOODS CORP	35,989	$1.339M	0.0%	$29.45	0.0%	COM	440452100
SBUX	STARBUCKS CORP	26,987	$1.318M	0.0%	$44.86	+7.2%	COM	855244109
BF/B	BROWN FORMAN CORP	26,436	$1.296M	0.0%	$35.05	+37.5%	COM	115637209
MO	ALTRIA GROUP INC	22,660	$1.287M	0.0%	$22.27	+44.6%	COM	02209S103
NKE	NIKE INC	16,092	$1.282M	0.0%	$50.99	+25.2%	COM	654106103
NVS	NOVARTIS A G SPONSORED ADR	16,846	$1.273M	0.0%	$80.94	—	ADR	66987V109
ROST	ROSS STORES INC	14,821	$1.256M	0.0%	$48.78	+54.6%	COM	778296103
SPTM	SPDR SERIES TRUST DJWS TOTAL M	36,769	$1.25M	0.0%	$49.58	—	ETF	78464A805
ALL	ALLSTATE CORP	13,649	$1.246M	0.0%	$81.24	-2.0%	COM	020002101
—	HARRIS CORP DEL	8,509	$1.23M	0.0%	$70.91	—	COM	413875105
IWD	ISHARES TR RUSSELL1000VAL	10,105	$1.227M	0.0%	$119.30	—	ETF	464287598
—	COREPOINT LODGING INC COM	47,276	$1.224M	0.0%	$25.89	—	COM	21872L104
VUG	VANGUARD INDEX TR GROWTH VIPER	8,079	$1.21M	0.0%	$132.74	—	ETF	922908736
DHR	DANAHER CORP DEL	12,249	$1.209M	0.0%	$64.94	+32.4%	COM	235851102
HYLS	FIRST TR EXCHANGE TRADED FD FI	25,323	$1.192M	0.0%	$48.47	—	ETF	33738D408
—	EXPRESS SCRIPTS HLDG CO	15,414	$1.19M	0.0%	$69.09	—	COM	30219G108
—	NUVEEN MUNICIPAL VALUE FU	121,973	$1.166M	0.0%	$10.46	—	ETF	670928100
VTV	VANGUARD INDEX TR VALUE VIPERS	11,051	$1.147M	0.0%	$99.86	—	ETF	922908744
IDU	ISHARES TR DJ US UTILS	8,551	$1.128M	0.0%	$97.79	—	ETF	464287697
—	ENVISION HEALTHCARE CORP COM	25,587	$1.126M	0.0%	$38.44	—	COM	29414D100
—	ISHARES TR IBND DEC21 ETF	45,586	$1.111M	0.0%	$24.99	—	ETF	46434VBK5
AGGY	WISDOMTREE TR BRCLYS US AGGR	22,709	$1.1M	0.0%	$50.22	—	ETF	97717X511
UAA	UNDER ARMOUR INC	46,252	$1.04M	0.0%	$19.75	0.0%	COM	904311107
—	NUVEEN DIVID ADVANTAGE MUN F	77,741	$1.034M	0.0%	$14.62	—	ETF	67066V101
—	ISHARES TR IBND DEC19 ETF	40,168	$995K	0.0%	$25.09	—	ETF	46434VAU4
NTRS	NORTHERN TR CORP	9,616	$989K	0.0%	$76.52	+10.2%	COM	665859104
GILD	GILEAD SCIENCES INC	13,939	$987K	0.0%	$57.58	-8.4%	COM	375558103
IYC	ISHARES TR DJ US CON CYCL	4,978	$965K	0.0%	$107.71	—	ETF	464287580
PGR	PROGRESSIVE CORP OHIO	16,141	$955K	0.0%	$30.30	+59.4%	COM	743315103
—	ROCKWELL COLLINS INC	6,977	$940K	0.0%	$95.65	—	COM	774341101
PPG	PPG INDS INC	8,884	$922K	0.0%	$91.67	-0.0%	COM	693506107
—	ISHARES TR DEC 2020 CORP	35,925	$900K	0.0%	$25.51	—	ETF	46434VAQ3
PII	POLARIS INDS INC	7,268	$888K	0.0%	$119.96	-2.5%	COM	731068102
PFE	PFIZER INC	24,368	$884K	0.0%	$19.52	+24.5%	COM	717081103
MDT	MEDTRONIC PLC SHS	10,330	$884K	0.0%	$62.59	+9.5%	COM	G5960L103
EME	EMCOR GROUP INC	11,576	$882K	0.0%	$47.84	+57.4%	COM	29084Q100
KMB	KIMBERLY CLARK CORP	8,248	$869K	0.0%	$88.31	-10.1%	COM	494368103
—	ROYAL DUTCH SHELL PLC	11,965	$869K	0.0%	$65.54	—	ADR	780259107
TOLZ	PROSHARES TR DJ BRKFLD GLB	20,643	$863K	0.0%	$42.19	—	ETF	74347B508
—	SIRIUS XM HLDGS INC	124,475	$843K	0.0%	$6.77	—	COM	82968B103
DAR	DARLING INTL INC	42,078	$837K	0.0%	$18.12	0.0%	COM	237266101
AVY	AVERY DENNISON CORP	8,052	$822K	0.0%	$58.39	+58.1%	COM	053611109
—	GLOBAL X FDS SCIEN BETA US	25,496	$806K	0.0%	$30.36	—	ETF	37954Y103
JKHY	HENRY JACK AND ASSOC INC	6,162	$803K	0.0%	$44.14	+156.8%	COM	426281101
COF	CAPITAL ONE FINL CORP	8,735	$803K	0.0%	$81.69	+1.6%	COM	14040H105
DE	DEERE AND CO	5,562	$778K	0.0%	$98.30	+33.6%	COM	244199105
—	ISHARES TR IBND DEC22 ETF	31,917	$777K	0.0%	$25.15	—	ETF	46434VBA7
NOC	NORTHROP GRUMMAN CORP	2,505	$771K	0.0%	$117.19	+148.8%	COM	666807102
BR	BROADRIDGE FINL SOLUTIONS IN	6,665	$767K	0.0%	$58.91	+68.3%	COM	11133T103
ECL	ECOLAB INC	5,454	$765K	0.0%	$102.54	+29.6%	COM	278865100
CTAS	CINTAS CORP	4,106	$760K	0.0%	$37.77	+10.3%	COM	172908105
—	VANECK VECTORS ETF TR EMERGING	37,487	$760K	0.0%	$21.65	—	ETF	92189F478
BCO	BRINKS CO	9,427	$752K	0.0%	$69.55	0.0%	COM	109696104
GWW	GRAINGER W W INC	2,439	$752K	0.0%	$201.71	+33.6%	COM	384802104
CLH	CLEAN HARBORS INC	13,506	$750K	0.0%	$51.36	0.0%	COM	184496107
AVGO	BROADCOM INC COM	3,024	$734K	0.0%	$19.73	0.0%	COM	11135F101
MTN	VAIL RESORTS INC	2,645	$725K	0.0%	$132.98	+84.1%	COM	91879Q109
TRV	TRAVELERS COMPANIES INC	5,880	$719K	0.0%	$84.71	+30.9%	COM	89417E109
CFG	CITIZENS FINL GROUP INC COM	18,043	$702K	0.0%	$22.37	+34.7%	COM	174610105
ANGL	VANECK VECTORS ETF TR FALLEN A	24,427	$701K	0.0%	$29.50	—	ETF	92189F437
CLX	CLOROX CO DEL	5,167	$699K	0.0%	$79.76	+24.0%	COM	189054109
FFIV	F5 NETWORKS INC	4,011	$692K	0.0%	$144.92	+15.0%	COM	315616102
COR	AMERISOURCEBERGEN CORP	8,012	$683K	0.0%	$68.86	-1.4%	COM	03073E105
PRI	PRIMERICA INC	6,822	$679K	0.0%	$100.44	-2.6%	COM	74164M108
VB	VANGUARD INDEX TR SMLL CP VIPE	4,334	$675K	0.0%	$143.34	—	ETF	922908751
WFC	WELLS FARGO AND CO NEW	12,128	$672K	0.0%	$32.69	+32.6%	COM	949746101
FANG	DIAMONDBACK ENERGY INC	4,965	$653K	0.0%	$83.41	+15.1%	COM	25278X109
MAR	MARRIOTT INTL INC NEW	5,055	$640K	0.0%	$55.87	+128.5%	COM	571903202
MOH	MOLINA HEALTHCARE INC	6,493	$636K	0.0%	$61.79	+41.1%	COM	60855R100
TRN	TRINITY INDS INC	18,447	$632K	0.0%	$18.24	0.0%	COM	896522109
MUSA	MURPHY USA INC	8,385	$623K	0.0%	$67.13	0.0%	COM	626755102
TKR	TIMKEN CO	14,311	$623K	0.0%	$46.64	0.0%	COM	887389104
VC	VISTEON CORP	4,703	$608K	0.0%	$81.10	+53.3%	COM	92839U206
—	TE CONNECTIVITY LTD	6,744	$607K	0.0%	$62.22	—	COM	H84989104
CBRE	CBRE GROUP INC	12,662	$604K	0.0%	$43.29	+9.2%	COM	12504L109
SJM	SMUCKER J M CO	5,595	$601K	0.0%	$75.63	+16.1%	COM	832696405
—	WELLCARE HEALTH PLANS INC COM	2,426	$597K	0.0%	$159.96	—	COM	94946T106
KOP	KOPPERS HOLDINGS INC	15,399	$591K	0.0%	$40.28	0.0%	COM	50060P106
—	EXTENDED STAY AMER INC	26,724	$578K	0.0%	$21.63	—	COM	30224P200
—	ISHARES TR DEC 18 CP TERM	22,805	$573K	0.0%	$25.17	—	ETF	46434VAA8
CL	COLGATE PALMOLIVE CO	8,703	$564K	0.0%	$58.68	-6.9%	COM	194162103
VXF	VANGUARD INDEX TR EXT MKT VIPE	4,716	$556K	0.0%	$103.65	—	ETF	922908652
POOL	POOL CORPORATION	3,656	$554K	0.0%	$76.06	+77.1%	COM	73278L105
—	AEGION CORP	21,179	$545K	0.0%	$25.73	—	COM	00770F104
CNC	CENTENE CORP DEL	4,358	$537K	0.0%	$57.67	0.0%	COM	15135B101
IJH	ISHARES TR SANDP MIDCAP 400	2,753	$536K	0.0%	$147.55	—	ETF	464287507
—	NEWFIELD EXPL CO	17,333	$524K	0.0%	$30.23	—	COM	651290108
NEE	NEXTERA ENERGY INC	3,087	$516K	0.0%	$19.41	+72.1%	COM	65339F101
CRM	SALESFORCE COM INC	3,783	$516K	0.0%	$126.05	0.0%	COM	79466L302
VO	VANGUARD INDEX TR MID CAP VIPE	3,254	$513K	0.0%	$147.29	—	ETF	922908629
MKC	MCCORMICK AND CO INC	4,311	$500K	0.0%	$32.89	+38.1%	COM	579780206
SPMD	SPDR SERIES TRUST DJWS MIDCAP	14,253	$497K	0.0%	$46.70	—	ETF	78464A847
—	ANDEAVOR COM	3,791	$497K	0.0%	$111.17	—	COM	03349M105
—	DELPHI TECHNOLOGIES PLC SHS	10,784	$490K	0.0%	$52.51	—	COM	G2709G107
IGSB	ISHARES TR 1 3 YR CR BD ETF	4,667	$484K	0.0%	$105.16	—	ETF	464288646
—	WALGREENS BOOTS ALLIANCE INC C	8,032	$482K	0.0%	$81.66	—	COM	931427108
THO	THOR INDS INC	4,922	$479K	0.0%	$86.64	0.0%	COM	885160101
HUM	HUMANA INC	1,581	$471K	0.0%	$212.41	+29.1%	COM	444859102
REET	ISHARES TR GLOBAL REIT ETF	18,313	$470K	0.0%	$25.66	—	ETF	46434V647
VSH	VISHAY INTERTECHNOLOGY INC	19,994	$464K	0.0%	$9.87	+81.2%	COM	928298108
SPGI	SNP GLOBAL INC COM	2,167	$442K	0.0%	$184.84	0.0%	COM	78409V104
URI	UNITED RENTALS INC	2,946	$435K	0.0%	$171.97	-8.0%	COM	911363109
—	CIGNA CORP	2,396	$407K	0.0%	$101.17	—	COM	125509109
—	ISHARES TR IBONDS DEC 21	15,969	$406K	0.0%	$25.92	—	ETF	46435G789
DCI	DONALDSON INC	8,932	$403K	0.0%	$34.10	+19.7%	COM	257651109
PVH	PVH CORP	2,652	$397K	0.0%	$104.15	+49.5%	COM	693656100
OGE	OGE ENERGY CORP	11,157	$393K	0.0%	$33.60	0.0%	COM	670837103
—	DOMTAR CORP	8,121	$388K	0.0%	$42.91	—	COM	257559203
—	ISHARES TR IBND DEC23 ETF	15,959	$387K	0.0%	$24.83	—	ETF	46434VAX8
DY	DYCOM INDS INC	4,052	$383K	0.0%	$102.36	0.0%	COM	267475101
MSI	MOTOROLA INC	3,286	$382K	0.0%	$99.23	0.0%	COM	620076307
HTHT	HUAZHU GROUP LTD SPONSORED ADS	9,000	$378K	0.0%	$42.00	—	ADR	44332N106
—	DIEBOLD INC	31,416	$375K	0.0%	$11.94	—	COM	253651103
WM	WASTE MGMT INC DEL	4,597	$374K	0.0%	$41.81	+73.9%	COM	94106L109
—	SANDERSON FARMS INC	3,473	$365K	0.0%	$105.10	—	COM	800013104
TAL	TAL ED GROUP	9,751	$359K	0.0%	$29.74	—	ADR	874080104
IEMG	ISHARES INC CORE MSCI EMKT	6,808	$358K	0.0%	$52.59	—	ETF	46434G103
—	ISHARES TR 19 AMT FREE MN	13,731	$349K	0.0%	$25.44	—	ETF	46429B564
IQV	IQVIA HLDGS INC COM	3,501	$349K	0.0%	$101.80	-1.9%	COM	46266C105
—	ISHARES TR IBONDS DEC 22	13,604	$347K	0.0%	$26.17	—	ETF	46435G755
—	ISHARES TR ISHS2018SNPAMT	13,526	$344K	0.0%	$25.40	—	ETF	46429B580
TTEK	TETRA TECH INC NEW	5,596	$327K	0.0%	$5.24	+103.9%	COM	88162G103
FDX	FEDEX CORP	1,442	$327K	0.0%	$216.45	0.0%	COM	31428X106
ES	EVERSOURCE	5,556	$326K	0.0%	$37.24	+18.4%	COM	30040W108
HAL	HALLIBURTON CO	7,232	$326K	0.0%	$33.82	+26.1%	COM	406216101
AA	ALCOA CORP	6,896	$323K	0.0%	$39.30	+22.2%	COM	013872106
—	ISHARES TR IBONDS SEP2020	12,740	$323K	0.0%	$25.37	—	ETF	46434V571
G	GENPACT LIMITED	10,699	$310K	0.0%	$24.48	+15.6%	COM	G3922B107
SNPS	SYNOPSYS INC	3,561	$305K	0.0%	$59.16	+47.3%	COM	871607107
VRSN	VERISIGN INC	2,204	$303K	0.0%	$111.83	+13.7%	COM	92343E102
Z	ZILLOW GROUP INC	5,050	$298K	0.0%	$55.41	0.0%	COM	98954M200
MDY	SPDR SNP MIDCAP 400 ETF TR UTS	830	$294K	0.0%	$268.50	—	ETF	78467Y107
FTV	FORTIVE CORP	3,762	$290K	0.0%	$31.94	+44.9%	COM	34959J108
—	FEDERAL REALTY INVT TR	2,274	$288K	0.0%	$117.10	—	COM	313747206
HYG	ISHARES TR HIGH YLD CORP	3,096	$263K	0.0%	$90.84	—	ETF	464288513
MTD	METTLER TOLEDO INTERNATIONAL	446	$258K	0.0%	$570.48	0.0%	COM	592688105
—	AVANGRID INC COM	4,723	$250K	0.0%	$52.93	—	COM	05351W103
—	INTERXION HOLDING N V	3,983	$249K	0.0%	$62.52	—	COM	N47279109
FTI	TECHNIPFMC LTD COM	7,823	$248K	0.0%	$22.11	0.0%	COM	G87110105
MRSH	MARSH AND MCLENNAN COS INC	2,949	$242K	0.0%	$72.21	0.0%	COM	571748102
AKAM	AKAMAI TECHNOLOGIES INC	3,258	$239K	0.0%	$55.35	+35.5%	COM	00971T101
DPZ	DOMINOS PIZZA INC	844	$238K	0.0%	$232.22	0.0%	COM	25754A201
SPYD	SPDR SER TR SP500 HIGH DIV	6,349	$237K	0.0%	$37.48	—	ETF	78468R788
MSA	MSA SAFETY INC	2,436	$235K	0.0%	$90.37	0.0%	COM	553498106
AMAT	APPLIED MATLS INC	5,064	$234K	0.0%	$49.42	-4.4%	COM	038222105
SSP	SCRIPPS E W CO OHIO	17,087	$229K	0.0%	$9.36	0.0%	COM	811054402
—	CELGENE CORP	2,883	$229K	0.0%	$111.79	—	COM	151020104
GUNR	FLEXSHARES TR MORNSTAR UPSTR	6,573	$223K	0.0%	$32.56	—	ETF	33939L407
EL	LAUDER ESTEE COS INC	1,543	$220K	0.0%	$134.45	0.0%	COM	518439104
—	ARISTA NETWORKS INC	852	$219K	0.0%	$202.49	—	COM	040413106
IP	INTL PAPER CO	4,177	$218K	0.0%	$36.51	-0.4%	COM	460146103
FCX	FREEPORT MCMORAN COPPER AND GO	12,433	$215K	0.0%	$15.42	0.0%	COM	35671D857
COP	CONOCOPHILLIPS	3,038	$212K	0.0%	$51.80	0.0%	COM	20825C104
—	WORLDPAY INC CL A	2,521	$206K	0.0%	$82.21	—	COM	981558109
—	LHC GROUP INC	2,400	$205K	0.0%	$85.42	—	COM	50187A107
TSN	TYSON FOODS INC	2,968	$204K	0.0%	$56.26	0.0%	COM	902494103
MUB	ISHARES TRUST SANDP NATL MUN B	1,850	$202K	0.0%	$111.11	—	ETF	464288414
ARI	APOLLO COML REAL EST FIN INC	10,258	$188K	0.0%	$17.20	—	COM	03762U105
—	ENSCO PLC SHS CLASS A	16,012	$116K	0.0%	$7.24	—	ADR	G3157S106