Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AMZN	AMAZON COM INC	2,610,586	$4.824B	4.9%	$1847.84 *	$21.38	+314.1%	COM	023135106
MSFT	MICROSOFT CORP	29,295,460	$4.62B	4.7%	$157.70 *	$50.96	+173.2%	COM	594918104
AAPL	APPLE INC	14,039,994	$4.123B	4.2%	$293.65 *	$28.05	+121.1%	COM	037833100
MA	MASTERCARD INC	12,418,591	$3.708B	3.7%	$298.59 *	$83.81	+225.2%	CL A	57636Q104
BABA	ALIBABA GROUP HLDG LTD	15,171,252	$3.218B	3.2%	$212.10	$101.22	—	SPONSORED ADS	01609W102
CRM	SALESFORCE COM INC	19,306,653	$3.14B	3.2%	$162.64 *	$71.33	+117.1%	COM	79466L302
V	VISA INC	14,231,352	$2.674B	2.7%	$187.90 *	$59.69	+189.1%	COM CL A	92826C839
META	FACEBOOK INC	12,876,728	$2.643B	2.7%	$205.25 *	$70.98	+171.0%	CL A	30303M102
GOOGL	ALPHABET INC	1,891,836	$2.534B	2.6%	$1339.39 *	$42.76	+49.7%	CAP STK CL A	02079K305
NFLX	NETFLIX INC	7,776,329	$2.516B	2.5%	$323.57 *	$13.82	+114.5%	COM	64110L106
ADBE	ADOBE INC	7,387,666	$2.437B	2.5%	$329.81 *	$62.33	+372.0%	COM	00724F101
GOOG	ALPHABET INC	1,793,546	$2.398B	2.4%	$1337.02 *	$41.06	+56.0%	CAP STK CL C	02079K107
NKE	NIKE INC	23,134,257	$2.344B	2.4%	$101.31 *	$64.33	+35.0%	CL B	654106103
NVDA	NVIDIA CORP	8,251,631	$1.942B	2.0%	$235.30 *	$2.89	+79.2%	COM	67066G104
LULU	LULULEMON ATHLETICA INC	8,054,844	$1.866B	1.9%	$231.67 *	$152.01	+40.2%	COM	550021109
AZN	ASTRAZENECA PLC	36,653,958	$1.828B	1.8%	$49.86	$38.11	—	SPONSORED ADR	046353108
TSLA	TESLA INC	3,911,886	$1.636B	1.7%	$418.33 *	$16.24	+33.5%	COM	88160R101
ISRG	INTUITIVE SURGICAL INC	2,527,947	$1.494B	1.5%	$591.15 *	$174.39	+7.4%	COM NEW	46120E602
COST	COSTCO WHSL CORP NEW	5,070,461	$1.49B	1.5%	$293.92 *	$120.41	+125.5%	COM	22160K105
BA	BOEING CO	4,297,204	$1.4B	1.4%	$325.76 *	$137.06	+156.1%	COM	097023105
ILMN	ILLUMINA INC	4,023,726	$1.335B	1.3%	$331.74 *	$172.50	+75.7%	COM	452327109
SHOP	SHOPIFY INC	3,210,762	$1.277B	1.3%	$397.58 *	$27.90	+21.2%	CL A	82509L107
—	FLEETCOR TECHNOLOGIES INC	4,386,261	$1.262B	1.3%	$287.72	$173.58	—	COM	339041105
EL	LAUDER ESTEE COS INC	6,056,701	$1.251B	1.3%	$206.54 *	$100.27	+78.8%	CL A	518439104
DIS	DISNEY WALT CO	8,462,752	$1.224B	1.2%	$144.63 *	$128.43	+5.7%	COM DISNEY	254687106
EW	EDWARDS LIFESCIENCES CORP	4,891,461	$1.141B	1.2%	$233.29 *	$51.15	+52.7%	COM	28176E108
QCOM	QUALCOMM INC	11,875,360	$1.048B	1.1%	$88.23 *	$61.59	+18.3%	COM	747525103
JPM	JPMORGAN CHASE & CO	6,942,486	$968M	1.0%	$139.40 *	$61.85	+75.7%	COM	46625H100
PYPL	PAYPAL HLDGS INC	8,730,902	$944M	1.0%	$108.17 *	$74.99	+38.6%	COM	70450Y103
—	SPLUNK INC	6,094,900	$913M	0.9%	$149.77	$54.64	—	COM	848637104
HD	HOME DEPOT INC	4,165,702	$910M	0.9%	$218.38 *	$119.20	+63.6%	COM	437076102
WDAY	WORKDAY INC	5,461,242	$898M	0.9%	$164.45	$83.40	+99.1%	CL A	98138H101
UNP	UNION PACIFIC CORP	4,884,593	$883M	0.9%	$180.79 *	$121.40	+23.0%	COM	907818108
SPGI	S&P GLOBAL INC	3,167,429	$865M	0.9%	$273.05 *	$168.01	+46.9%	COM	78409V104
AVGO	BROADCOM INC	2,717,853	$859M	0.9%	$316.02 *	$20.00	+29.5%	COM	11135F101
NOW	SERVICENOW INC	2,999,739	$847M	0.9%	$282.32 *	$38.69	+36.2%	COM	81762P102
VRTX	VERTEX PHARMACEUTICALS INC	3,571,249	$782M	0.8%	$218.95 *	$139.40	+45.2%	COM	92532F100
DXCM	DEXCOM INC	3,458,758	$757M	0.8%	$218.74 *	$34.95	+35.7%	COM	252131107
MAR	MARRIOTT INTL INC NEW	4,887,667	$740M	0.7%	$151.43 *	$56.84	+126.0%	CL A	571903202
CMG	CHIPOTLE MEXICAN GRILL INC	859,284	$719M	0.7%	$837.11 *	$9.45	+69.8%	COM	169656105
DHR	DANAHER CORPORATION	4,649,017	$714M	0.7%	$153.48 *	$103.71	+18.6%	COM	235851102
—	COUPA SOFTWARE INC	4,716,221	$690M	0.7%	$146.25	$142.41	—	COM	22266L106
BMRN	BIOMARIN PHARMACEUTICAL INC	7,040,173	$595M	0.6%	$84.55 *	$83.28	-9.3%	COM	09061G101
LLY	LILLY ELI & CO	4,512,478	$593M	0.6%	$131.43 *	$99.86	+7.7%	COM	532457108
EXAS	EXACT SCIENCES CORP	5,626,999	$520M	0.5%	$92.48 *	$95.94	-8.4%	COM	30063P105
BSX	BOSTON SCIENTIFIC CORP	11,358,459	$514M	0.5%	$45.22 *	$39.30	+6.5%	COM	101137107
TWLO	TWILIO INC	4,461,193	$438M	0.4%	$98.28 *	$128.12	-20.3%	CL A	90138F102
AEP	AMERICAN ELEC PWR CO INC	4,328,648	$409M	0.4%	$94.51 *	$47.18	+57.4%	COM	025537101
STZ	CONSTELLATION BRANDS INC	2,005,320	$381M	0.4%	$189.75 *	$169.24	+0.9%	CL A	21036P108
XYZ	SQUARE INC	5,871,146	$367M	0.4%	$62.56 *	$58.95	+8.4%	CL A	852234103
AMT	AMERICAN TOWER CORP NEW	1,554,021	$357M	0.4%	$229.82 *	$134.41	+36.8%	COM	03027X100
—	XILINX INC	3,426,649	$335M	0.3%	$97.77	$107.85	—	COM	983919101
MELI	MERCADOLIBRE INC	572,286	$327M	0.3%	$571.94 *	$323.75	+70.9%	COM	58733R102
UBER	UBER TECHNOLOGIES INC	9,667,032	$287M	0.3%	$29.74	$33.53	-11.5%	COM	90353T100
NEE	NEXTERA ENERGY INC	1,130,141	$274M	0.3%	$242.16 *	$15.68	+219.9%	COM	65339F101
NVS	NOVARTIS A G	2,841,943	$269M	0.3%	$94.69	$93.80	—	SPONSORED ADR	66987V109
SAP	SAP SE	1,717,146	$230M	0.2%	$133.99	$133.44	—	SPON ADR	803054204
WMT	WALMART INC	1,926,322	$229M	0.2%	$118.84 *	$22.68	+60.4%	COM	931142103
TMO	THERMO FISHER SCIENTIFIC INC	694,556	$226M	0.2%	$324.87 *	$265.05	+12.6%	COM	883556102
MDLZ	MONDELEZ INTL INC	4,085,692	$225M	0.2%	$55.08 *	$27.42	+67.3%	CL A	609207105
D	DOMINION ENERGY INC	2,578,235	$214M	0.2%	$82.82 *	$56.21	+11.0%	COM	25746U109
BAC	BANK AMER CORP	6,023,575	$212M	0.2%	$35.22 *	$14.17	+96.1%	COM	060505104
—	LINDE PLC	990,209	$211M	0.2%	$212.90	$184.76	—	SHS	G5494J103
GH	GUARDANT HEALTH INC	2,662,233	$208M	0.2%	$78.14 *	$70.51	+2.2%	COM	40131M109
GS	GOLDMAN SACHS GROUP INC	883,914	$203M	0.2%	$229.93 *	$156.81	+19.6%	COM	38141G104
—	ALEXION PHARMACEUTICALS INC	1,863,030	$201M	0.2%	$108.15	$132.12	—	COM	015351109
TTD	THE TRADE DESK INC	770,059	$200M	0.2%	$259.78 *	$18.84	+19.4%	COM CL A	88339J105
XIFR	NEXTERA ENERGY PARTNERS LP	3,699,520	$195M	0.2%	$52.65	$38.24	+36.1%	COM UNIT PART IN	65341B106
CMCSA	COMCAST CORP NEW	4,208,837	$189M	0.2%	$44.97 *	$27.29	+38.7%	CL A	20030N101
ABT	ABBOTT LABS	2,156,534	$187M	0.2%	$86.86 *	$43.63	+72.6%	COM	002824100
AEE	AMEREN CORP	2,424,817	$186M	0.2%	$76.80 *	$35.37	+79.9%	COM	023608102
PNC	PNC FINL SVCS GROUP INC	1,133,863	$181M	0.2%	$159.63 *	$102.08	+17.7%	COM	693475105
MET	METLIFE INC	3,527,868	$180M	0.2%	$50.97 *	$30.23	+30.1%	COM	59156R108
WMB	WILLIAMS COS INC DEL	7,464,626	$177M	0.2%	$23.72 *	$18.11	-10.2%	COM	969457100
ZBH	ZIMMER BIOMET HLDGS INC	1,157,394	$173M	0.2%	$149.68 *	$103.94	+26.3%	COM	98956P102
CVX	CHEVRON CORP NEW	1,391,871	$168M	0.2%	$120.51 *	$73.34	+22.3%	COM	166764100
FE	FIRSTENERGY CORP	3,402,081	$165M	0.2%	$48.60 *	$26.44	+40.2%	COM	337932107
C	CITIGROUP INC	1,933,886	$154M	0.2%	$79.89 *	$45.48	+30.3%	COM NEW	172967424
CMS	CMS ENERGY CORP	2,436,604	$153M	0.2%	$62.84 *	$23.53	+120.9%	COM	125896100
OLED	UNIVERSAL DISPLAY CORP	742,127	$153M	0.2%	$206.07 *	$167.85	+7.2%	COM	91347P105
TFC	TRUIST FINL CORP	2,680,656	$151M	0.2%	$56.32 *	$40.89	0.0%	COM	89832Q109
OKE	ONEOK INC NEW	1,965,962	$149M	0.2%	$75.67 *	$36.72	+29.9%	COM	682680103
EIX	EDISON INTL	1,910,722	$144M	0.1%	$75.41 *	$48.76	+10.2%	COM	281020107
ETR	ENTERGY CORP NEW	1,197,070	$143M	0.1%	$119.80 *	$32.24	+46.3%	COM	29364G103
ZTS	ZOETIS INC	1,074,338	$142M	0.1%	$132.35 *	$90.60	+30.3%	CL A	98978V103
CB	CHUBB LIMITED	899,398	$140M	0.1%	$155.66 *	$109.49	+26.4%	COM	H1467J104
FMC	F M C CORP	1,402,307	$140M	0.1%	$99.82 *	$45.49	+70.8%	COM NEW	302491303
SRE	SEMPRA ENERGY	908,971	$138M	0.1%	$151.48 *	$38.47	+55.9%	COM	816851109
—	UNITED TECHNOLOGIES CORP	917,050	$137M	0.1%	$149.76	$104.80	—	COM	913017109
TXN	TEXAS INSTRS INC	1,056,955	$136M	0.1%	$128.29 *	$72.38	+43.3%	COM	882508104
VZ	VERIZON COMMUNICATIONS INC	2,122,945	$130M	0.1%	$61.40 *	$38.59	+10.9%	COM	92343V104
—	WPX ENERGY INC	9,424,604	$129M	0.1%	$13.74	$10.45	—	COM	98212B103
—	PINNACLE FINL PARTNERS INC	1,987,683	$127M	0.1%	$64.00	$53.43	—	COM	72346Q104
DTE	DTE ENERGY CO	968,034	$126M	0.1%	$129.87 *	$46.92	+86.4%	COM	233331107
HUBS	HUBSPOT INC	740,049	$117M	0.1%	$158.50 *	$77.82	+96.7%	COM	443573100
RNG	RINGCENTRAL INC	694,616	$117M	0.1%	$168.67 *	$164.84	0.0%	CL A	76680R206
PH	PARKER HANNIFIN CORP	562,896	$116M	0.1%	$205.82 *	$127.73	+39.1%	COM	701094104
—	NOBLE ENERGY INC	4,598,837	$114M	0.1%	$24.84	$56.00	—	COM	655044105
LOW	LOWES COS INC	940,916	$113M	0.1%	$119.76 *	$89.66	+14.2%	COM	548661107
PEP	PEPSICO INC	818,944	$112M	0.1%	$136.67 *	$109.46	+3.0%	COM	713448108
—	AQUA AMERICA INC	2,378,077	$112M	0.1%	$46.94	$41.37	—	COM	03836W103
EQIX	EQUINIX INC	184,940	$108M	0.1%	$583.70 *	$286.70	+74.9%	COM	29444U700
IQV	IQVIA HLDGS INC	691,934	$107M	0.1%	$154.51 *	$122.22	+19.5%	COM	46266C105
LNT	ALLIANT ENERGY CORP	1,949,960	$107M	0.1%	$54.72 *	$30.37	+44.3%	COM	018802108
PFGC	PERFORMANCE FOOD GROUP CO	2,031,205	$105M	0.1%	$51.48 *	$26.87	+70.2%	COM	71377A103
CDW	CDW CORP	730,501	$104M	0.1%	$142.84 *	$37.18	+230.4%	COM	12514G108
—	SUMMIT MATLS INC	4,330,012	$103M	0.1%	$23.90	$22.26	—	CL A	86614U100
LNG	CHENIERE ENERGY INC	1,691,981	$103M	0.1%	$61.07	$54.32	+13.3%	COM NEW	16411R208
SRPT	SAREPTA THERAPEUTICS INC	770,011	$99.36M	0.1%	$129.04 *	$43.09	+134.2%	COM	803607100
COF	CAPITAL ONE FINL CORP	959,393	$98.73M	0.1%	$102.91 *	$56.96	+52.4%	COM	14040H105
SBAC	SBA COMMUNICATIONS CORP NEW	406,219	$97.89M	0.1%	$240.99 *	$103.88	+111.3%	CL A	78410G104
BKU	BANKUNITED INC	2,649,830	$96.88M	0.1%	$36.56 *	$26.15	+8.1%	COM	06652K103
—	LABORATORY CORP AMER HLDGS	570,395	$96.49M	0.1%	$169.17	$135.06	—	COM NEW	50540R409
—	ROYAL DUTCH SHELL PLC	1,616,974	$95.37M	0.1%	$58.98	$52.84	—	SPONS ADR A	780259206
—	MARVELL TECHNOLOGY GROUP LTD	3,533,726	$93.86M	0.1%	$26.56	$18.99	—	ORD	G5876H105
PG	PROCTER & GAMBLE CO	747,707	$93.39M	0.1%	$124.90 *	$73.88	+42.4%	COM	742718109
EWBC	EAST WEST BANCORP INC	1,915,759	$93.3M	0.1%	$48.70 *	$26.52	+44.5%	COM	27579R104
—	MOBILE MINI INC	2,436,702	$92.38M	0.1%	$37.91	$36.34	—	COM	60740F105
ENB	ENBRIDGE INC	2,322,318	$92.34M	0.1%	$39.76 *	$21.87	+13.6%	COM	29250N105
FIVE	FIVE BELOW INC	706,191	$90.29M	0.1%	$127.86 *	$74.31	+68.6%	COM	33829M101
TRGP	TARGA RES CORP	2,195,593	$89.65M	0.1%	$40.83 *	$31.74	+5.0%	COM	87612G101
SAIA	SAIA INC	955,767	$89M	0.1%	$93.12	$70.78	+33.6%	COM	78709Y105
UNH	UNITEDHEALTH GROUP INC	302,472	$88.92M	0.1%	$293.98 *	$161.99	+46.1%	COM	91324P102
PBA	PEMBINA PIPELINE CORP	2,391,804	$88.64M	0.1%	$37.06 *	$21.27	+18.8%	COM	706327103
—	REXNORD CORP NEW	2,715,046	$88.56M	0.1%	$32.62	$21.93	—	COM	76169B102
JCI	JOHNSON CTLS INTL PLC	2,168,594	$88.28M	0.1%	$40.71 *	$31.64	+17.2%	SHS	G51502105
SLB	SCHLUMBERGER LTD	2,181,751	$87.71M	0.1%	$40.20 *	$45.27	-32.1%	COM	806857108
MCD	MCDONALDS CORP	435,777	$86.11M	0.1%	$197.61 *	$121.37	+41.7%	COM	580135101
NTRA	NATERA INC	2,532,355	$85.31M	0.1%	$33.69 *	$16.98	+117.1%	COM	632307104
NI	NISOURCE INC	3,053,541	$85.01M	0.1%	$27.84 *	$17.72	+26.1%	COM	65473P105
ROST	ROSS STORES INC	728,720	$84.84M	0.1%	$116.42 *	$51.93	+104.0%	COM	778296103
PFE	PFIZER INC	2,125,396	$83.27M	0.1%	$39.18 *	$21.77	+22.7%	COM	717081103
—	CYBERARK SOFTWARE LTD	707,839	$82.52M	0.1%	$116.58	$52.88	—	SHS	M2682V108
PWR	QUANTA SVCS INC	1,993,248	$81.14M	0.1%	$40.71	$33.92	+18.5%	COM	74762E102
CI	CIGNA CORP NEW	395,327	$80.84M	0.1%	$204.49 *	$182.50	-8.1%	COM	125523100
—	HILL ROM HLDGS INC	707,855	$80.36M	0.1%	$113.53	$90.18	—	COM	431475102
—	MFA FINL INC	10,498,976	$80.32M	0.1%	$7.65	$7.79	—	COM	55272X102
SHOO	MADDEN STEVEN LTD	1,829,725	$78.7M	0.1%	$43.01 *	$26.89	+33.5%	COM	556269108
—	AMERICAN CAMPUS CMNTYS INC	1,668,260	$78.46M	0.1%	$47.03	$43.35	—	COM	024835100
EMR	EMERSON ELEC CO	1,024,513	$78.13M	0.1%	$76.26 *	$58.21	+7.9%	COM	291011104
HUM	HUMANA INC	206,701	$75.76M	0.1%	$366.52 *	$174.13	+72.6%	COM	444859102
—	MIRATI THERAPEUTICS INC	587,687	$75.73M	0.1%	$128.86	$34.30	—	COM	60468T105
SLM	SLM CORP	8,429,616	$75.11M	0.1%	$8.91 *	$8.78	-1.0%	COM	78442P106
EXC	EXELON CORP	1,628,854	$74.26M	0.1%	$45.59 *	$18.31	+42.1%	COM	30161N101
CCI	CROWN CASTLE INTL CORP NEW	519,956	$73.91M	0.1%	$142.15 *	$80.19	+29.9%	COM	22822V101
CAG	CONAGRA BRANDS INC	2,150,623	$73.64M	0.1%	$34.24 *	$22.72	-1.1%	COM	205887102
TDOC	TELADOC HEALTH INC	877,498	$73.46M	0.1%	$83.72 *	$41.42	+83.7%	COM	87918A105
URI	UNITED RENTALS INC	429,928	$71.7M	0.1%	$166.77 *	$119.72	+17.5%	COM	911363109
GLPI	GAMING & LEISURE PPTYS INC	1,659,792	$71.45M	0.1%	$43.05	$33.90	—	COM	36467J108
FIS	FIDELITY NATL INFORMATION SV	511,745	$71.18M	0.1%	$139.09 *	$94.90	+25.0%	COM	31620M106
—	HORIZON THERAPEUTICS PUB LTD	1,957,354	$70.86M	0.1%	$36.20	$24.28	—	SHS	G46188101
PLNT	PLANET FITNESS INC	944,312	$70.52M	0.1%	$74.68 *	$21.62	+211.7%	CL A	72703H101
DAR	DARLING INGREDIENTS INC	2,507,099	$70.4M	0.1%	$28.08 *	$18.64	+19.6%	COM	237266101
FOLD	AMICUS THERAPEUTICS INC	7,212,221	$70.25M	0.1%	$9.74 *	$10.03	-8.7%	COM	03152W109
BURL	BURLINGTON STORES INC	304,624	$69.46M	0.1%	$228.03 *	$68.72	+204.2%	COM	122017106
FISV	FISERV INC	595,375	$68.84M	0.1%	$115.63 *	$88.07	+25.4%	COM	337738108
—	PROOFPOINT INC	599,059	$68.76M	0.1%	$114.78	$80.32	—	COM	743424103
CNC	CENTENE CORP DEL	1,084,719	$68.2M	0.1%	$62.87 *	$42.01	+29.2%	COM	15135B101
DLTR	DOLLAR TREE INC	724,108	$68.1M	0.1%	$94.05 *	$104.80	+0.2%	COM	256746108
T	AT&T INC	1,739,878	$67.99M	0.1%	$39.08 *	$16.66	+13.2%	COM	00206R102
TFX	TELEFLEX INC	180,125	$67.81M	0.1%	$376.44 *	$254.18	+30.6%	COM	879369106
MTN	VAIL RESORTS INC	275,349	$66.04M	0.1%	$239.83	$164.09	+44.2%	COM	91879Q109
NVO	NOVO-NORDISK A S	1,132,334	$65.54M	0.1%	$57.88	$51.71	—	ADR	670100205
PEG	PUBLIC SVC ENTERPRISE GRP IN	1,107,621	$65.41M	0.1%	$59.05 *	$41.33	+18.9%	COM	744573106
AWK	AMERICAN WTR WKS CO INC NEW	523,236	$64.28M	0.1%	$122.85 *	$34.37	+214.3%	COM	030420103
—	IMMUNOMEDICS INC	3,023,577	$63.98M	0.1%	$21.16	$14.03	—	COM	452907108
KMI	KINDER MORGAN INC DEL	3,004,585	$63.61M	0.1%	$21.17 *	$12.09	+16.2%	COM	49456B101
SU	SUNCOR ENERGY INC NEW	1,912,472	$62.73M	0.1%	$32.80 *	$21.50	+14.0%	COM	867224107
BXP	BOSTON PROPERTIES INC	454,314	$62.63M	0.1%	$137.86 *	$92.37	+7.5%	COM	101121101
GPN	GLOBAL PMTS INC	339,236	$61.93M	0.1%	$182.56 *	$53.67	+204.6%	COM	37940X102
MRK	MERCK & CO INC	678,586	$61.72M	0.1%	$90.95 *	$54.23	+24.6%	COM	58933Y105
ABCB	AMERIS BANCORP	1,436,059	$61.09M	0.1%	$42.54 *	$41.28	-5.7%	COM	03076K108
AME	AMETEK INC NEW	600,040	$59.85M	0.1%	$99.74 *	$41.14	+121.0%	COM	031100100
JBHT	HUNT J B TRANS SVCS INC	506,116	$59.1M	0.1%	$116.78 *	$90.33	+20.2%	COM	445658107
—	POLYONE CORP	1,604,222	$59.02M	0.1%	$36.79	$37.17	—	COM	73179P106
CBRE	CBRE GROUP INC	962,926	$59.02M	0.1%	$61.29 *	$32.23	+71.9%	CL A	12504L109
CUZ	COUSINS PPTYS INC	1,431,847	$58.99M	0.1%	$41.20	$37.96	—	COM NEW	222795502
—	HOWARD HUGHES CORP	456,474	$57.88M	0.1%	$126.80	$124.02	—	COM	44267D107
AES	AES CORP	2,844,484	$56.6M	0.1%	$19.90 *	$13.23	+8.5%	COM	00130H105
STWD	STARWOOD PPTY TR INC	2,249,872	$55.93M	0.1%	$24.86	$22.89	—	COM	85571B105
PTON	PELOTON INTERACTIVE INC	1,944,757	$55.23M	0.1%	$28.40 *	$25.37	+6.2%	CL A COM	70614W100
KFY	KORN FERRY	1,284,648	$54.47M	0.1%	$42.40 *	$24.54	+42.8%	COM NEW	500643200
XEL	XCEL ENERGY INC	849,508	$53.94M	0.1%	$63.49 *	$25.75	+100.8%	COM	98389B100
ATO	ATMOS ENERGY CORP	475,785	$53.22M	0.1%	$111.86 *	$52.95	+78.0%	COM	049560105
AAP	ADVANCE AUTO PARTS INC	331,099	$53.03M	0.1%	$160.16 *	$128.98	+9.5%	COM	00751Y106
WHD	CACTUS INC	1,508,189	$51.76M	0.1%	$34.32 *	$27.37	+10.9%	CL A	127203107
—	QTS RLTY TR INC	939,443	$50.98M	0.1%	$54.27	$46.45	—	COM CL A	74736A103
—	IHS MARKIT LTD	662,943	$49.95M	0.1%	$75.35	$38.15	—	SHS	G47567105
PLD	PROLOGIS INC	559,602	$49.88M	0.1%	$89.14 *	$68.44	+9.1%	COM	74340W103
—	SILK ROAD MEDICAL INC	1,225,863	$49.5M	0.0%	$40.38	$39.24	—	COM	82710M100
HLT	HILTON WORLDWIDE HLDGS INC	444,109	$49.26M	0.0%	$110.91 *	$51.17	+93.3%	COM	43300A203
—	CATALENT INC	863,507	$48.62M	0.0%	$56.30	$36.04	—	COM	148806102
—	ASSEMBLY BIOSCIENCES INC	2,346,510	$48.01M	0.0%	$20.46	$20.79	—	COM	045396108
ADI	ANALOG DEVICES INC	388,004	$46.11M	0.0%	$118.84 *	$45.38	+122.3%	COM	032654105
IART	INTEGRA LIFESCIENCES HLDGS C	790,678	$46.08M	0.0%	$58.28 *	$47.81	+24.5%	COM NEW	457985208
—	INTERXION HOLDING N.V	549,498	$46.05M	0.0%	$83.81	$50.54	—	SHS	N47279109
GLDD	GREAT LAKES DREDGE & DOCK CO	4,050,790	$45.9M	0.0%	$11.33 *	$7.10	+50.5%	COM	390607109
—	LAM RESEARCH CORP	155,253	$45.4M	0.0%	$292.40	$199.82	—	COM	512807108
AEM	AGNICO EAGLE MINES LTD	730,628	$45.01M	0.0%	$61.61 *	$32.66	+54.2%	COM	008474108
GWRE	GUIDEWIRE SOFTWARE INC	408,027	$44.79M	0.0%	$109.77	$75.91	+47.3%	COM	40171V100
ARGX	ARGENX SE	274,981	$44.14M	0.0%	$160.52	$79.79	—	SPONSORED ADR	04016X101
MPWR	MONOLITHIC PWR SYS INC	247,157	$44M	0.0%	$178.02 *	$91.16	+67.2%	COM	609839105
—	TALLGRASS ENERGY LP	1,972,041	$43.62M	0.0%	$22.12	$27.07	—	CLASS A SHS	874696107
—	COLUMBIA PPTY TR INC	2,075,055	$43.39M	0.0%	$20.91	$22.39	—	COM NEW	198287203
ROP	ROPER TECHNOLOGIES INC	118,460	$41.96M	0.0%	$354.23 *	$117.00	+184.7%	COM	776696106
EPD	ENTERPRISE PRODS PARTNERS L	1,489,518	$41.95M	0.0%	$28.16	$26.31	—	COM	293792107
WTFC	WINTRUST FINL CORP	587,547	$41.66M	0.0%	$70.90 *	$45.84	+45.4%	COM	97650W108
ELV	ANTHEM INC	136,728	$41.3M	0.0%	$302.03 *	$237.46	+6.6%	COM	036752103
CSGP	COSTAR GROUP INC	69,003	$41.28M	0.0%	$598.29 *	$30.55	+91.1%	COM	22160N109
AAMI	BRIGHTSPHERE INVT GROUP INC	3,945,379	$40.32M	0.0%	$10.22 *	$9.72	-3.0%	COM	10948W103
BOOT	BOOT BARN HLDGS INC	898,271	$40M	0.0%	$44.53 *	$32.27	+22.4%	COM	099406100
ACHC	ACADIA HEALTHCARE COMPANY IN	1,190,576	$39.55M	0.0%	$33.22 *	$36.25	-13.6%	COM	00404A109
BFAM	BRIGHT HORIZONS FAM SOL IN D	262,001	$39.38M	0.0%	$150.29	$101.59	+47.7%	COM	109194100
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	318,808	$39.03M	0.0%	$122.43	$112.98	+7.8%	COM	874054109
—	RETAIL OPPORTUNITY INVTS COR	2,178,667	$38.48M	0.0%	$17.66	$18.17	—	COM	76131N101
ET	ENERGY TRANSFER LP	2,974,977	$38.17M	0.0%	$12.83	$16.85	—	COM UT LTD PTN	29273V100
DG	DOLLAR GEN CORP NEW	244,421	$38.13M	0.0%	$155.98 *	$95.04	+53.6%	COM	256677105
—	INGERSOLL-RAND PLC	286,383	$38.07M	0.0%	$132.92	$126.03	—	SHS	G47791101
BMY	BRISTOL MYERS SQUIBB CO	591,548	$37.97M	0.0%	$64.19 *	$39.03	+15.8%	COM	110122108
—	TOTAL S A	680,670	$37.64M	0.0%	$55.30	$55.38	—	SPONSORED ADS	89151E109
AVTR	AVANTOR INC	2,058,671	$37.37M	0.0%	$18.15 *	$17.61	-9.6%	COM	05352A100
APH	AMPHENOL CORP NEW	342,268	$37.04M	0.0%	$108.23 *	$9.90	+143.1%	CL A	032095101
—	CIRCOR INTL INC	795,873	$36.8M	0.0%	$46.24	$45.77	—	COM	17273K109
MC	MOELIS & CO	1,148,544	$36.66M	0.0%	$31.92 *	$23.07	-7.1%	CL A	60786M105
ES	EVERSOURCE ENERGY	421,849	$35.89M	0.0%	$85.07 *	$58.10	+14.4%	COM	30040W108
—	TABULA RASA HEALTHCARE INC	732,910	$35.68M	0.0%	$48.68	$35.74	—	COM	873379101
PANW	PALO ALTO NETWORKS INC	154,218	$35.66M	0.0%	$231.25 *	$26.07	+45.1%	COM	697435105
IEX	IDEX CORP	204,451	$35.17M	0.0%	$172.00 *	$130.19	+15.4%	COM	45167R104
AZTA	BROOKS AUTOMATION INC	835,765	$35.07M	0.0%	$41.96	$27.06	+53.0%	COM	114340102
DUK	DUKE ENERGY CORP NEW	383,189	$34.95M	0.0%	$91.21 *	$71.81	0.0%	COM NEW	26441C204
MCO	MOODYS CORP	146,683	$34.82M	0.0%	$237.41 *	$153.09	+37.9%	COM	615369105
EBS	EMERGENT BIOSOLUTIONS INC	642,047	$34.64M	0.0%	$53.95	$51.73	+4.8%	COM	29089Q105
PPL	PPL CORP	953,686	$34.22M	0.0%	$35.88 *	$25.91	0.0%	COM	69351T106
LHX	L3HARRIS TECHNOLOGIES INC	172,858	$34.2M	0.0%	$197.87 *	$180.37	-1.5%	COM	502431109
—	SYNEOS HEALTH INC	573,428	$34.1M	0.0%	$59.48	$48.54	—	CL A	87166B102
—	TURNING POINT THERAPEUTICS I	545,450	$33.98M	0.0%	$62.29	$49.23	—	COM	90041T108
APLS	APELLIS PHARMACEUTICALS INC	1,105,031	$33.84M	0.0%	$30.62 *	$19.94	+38.8%	COM	03753U106
PEB	PEBBLEBROOK HOTEL TR	1,255,861	$33.67M	0.0%	$26.81	$32.04	—	COM	70509V100
NVRI	HARSCO CORP	1,445,640	$33.26M	0.0%	$23.01 *	$21.20	-1.4%	COM	415864107
TSEM	TOWER SEMICONDUCTOR LTD	1,362,918	$32.79M	0.0%	$24.06 *	$21.37	+5.1%	SHS NEW	M87915274
CSCO	CISCO SYS INC	677,199	$32.48M	0.0%	$47.96 *	$23.82	+61.9%	COM	17275R102
AUB	ATLANTIC UN BANKSHARES CORP	864,029	$32.44M	0.0%	$37.55 *	$27.30	+9.6%	COM	04911A107
HDB	HDFC BANK LTD	510,627	$32.36M	0.0%	$63.37	$81.08	—	SPONSORED ADS	40415F101
PENN	PENN NATL GAMING INC	1,261,825	$32.25M	0.0%	$25.56 *	$23.20	-4.2%	COM	707569109
CHD	CHURCH & DWIGHT INC	452,560	$31.83M	0.0%	$70.34 *	$46.29	+42.7%	COM	171340102
—	APTIV PLC	335,043	$31.82M	0.0%	$94.97	$85.93	—	SHS	G6095L109
BHF	BRIGHTHOUSE FINL INC	808,879	$31.73M	0.0%	$39.23	$54.58	-27.9%	COM	10922N103
NSA	NATIONAL STORAGE AFFILIATES	939,656	$31.59M	0.0%	$33.62	$19.63	—	COM SHS BEN IN	637870106
PAYC	PAYCOM SOFTWARE INC	119,285	$31.58M	0.0%	$264.76 *	$64.77	+258.1%	COM	70432V102
—	INPHI CORP	425,525	$31.5M	0.0%	$74.02	$40.57	—	COM	45772F107
—	SAGE THERAPEUTICS INC	431,209	$31.13M	0.0%	$72.19	$138.61	—	COM	78667J108
VRNS	VARONIS SYS INC	400,518	$31.12M	0.0%	$77.71 *	$8.34	+184.8%	COM	922280102
GKOS	GLAUKOS CORP	560,144	$30.51M	0.0%	$54.47 *	$48.79	+24.7%	COM	377322102
CDLX	CARDLYTICS INC	482,290	$30.32M	0.0%	$62.86 *	$16.89	+189.5%	COM	14161W105
BAND	BANDWIDTH INC	472,912	$30.29M	0.0%	$64.05 *	$51.87	+11.6%	COM CL A	05988J103
TNDM	TANDEM DIABETES CARE INC	504,605	$30.08M	0.0%	$59.61 *	$61.67	0.0%	COM NEW	875372203
CTAS	CINTAS CORP	111,607	$30.03M	0.0%	$269.08 *	$38.16	+62.2%	COM	172908105
LW	LAMB WESTON HLDGS INC	340,358	$29.28M	0.0%	$86.03 *	$62.73	+16.5%	COM	513272104
AGRO	ADECOAGRO S A	3,466,046	$29.01M	0.0%	$8.37 *	$7.22	-17.5%	COM	L00849106
IRT	INDEPENDENCE RLTY TR INC	2,056,086	$28.95M	0.0%	$14.08	$9.87	—	COM	45378A106
WFC	WELLS FARGO CO NEW	537,998	$28.94M	0.0%	$53.80 *	$36.38	+22.9%	COM	949746101
ALC	ALCON INC	511,058	$28.94M	0.0%	$56.63	$57.77	-2.3%	COM	H01301128
AXS	AXIS CAPITAL HOLDINGS LTD	473,343	$28.14M	0.0%	$59.44 *	$51.81	-2.0%	SHS	G0692U109
—	BARRICK GOLD CORPORATION	1,512,755	$28.12M	0.0%	$18.59	$14.72	—	COM	067901108
SE	SEA LTD	690,635	$27.78M	0.0%	$40.22	$33.66	—	SPONSORED ADS	81141R100
A	AGILENT TECHNOLOGIES INC	325,579	$27.77M	0.0%	$85.31 *	$75.45	0.0%	COM	00846U101
FBNC	FIRST BANCORP N C	683,982	$27.3M	0.0%	$39.91 *	$30.84	+7.3%	COM	318910106
INN	SUMMIT HOTEL PPTYS INC	2,193,279	$27.07M	0.0%	$12.34	$12.32	—	COM	866082100
IMAX	IMAX CORP	1,315,418	$26.87M	0.0%	$20.43 *	$23.50	-9.2%	COM	45245E109
ING	ING GROEP N V	2,226,183	$26.83M	0.0%	$12.05	$12.05	—	SPONSORED ADR	456837103
—	GARDNER DENVER HLDGS INC	727,382	$26.68M	0.0%	$36.68	$22.04	—	COM	36555P107
PAA	PLAINS ALL AMERN PIPELINE L	1,449,419	$26.66M	0.0%	$18.39	$24.31	—	UNIT LTD PARTN	726503105
NBIX	NEUROCRINE BIOSCIENCES INC	247,528	$26.61M	0.0%	$107.49 *	$52.85	+98.1%	COM	64125C109
AGIO	AGIOS PHARMACEUTICALS INC	548,353	$26.18M	0.0%	$47.75 *	$55.16	-31.5%	COM	00847X104
PRQR	PROQR THRAPEUTICS N V	2,630,626	$26.07M	0.0%	$9.91 *	$8.69	-10.4%	SHS EURO	N71542109
FATE	FATE THERAPEUTICS INC	1,307,006	$25.58M	0.0%	$19.57 *	$17.14	-7.3%	COM	31189P102
PM	PHILIP MORRIS INTL INC	300,574	$25.58M	0.0%	$85.09 *	$55.96	+7.2%	COM	718172109
—	SHOCKWAVE MED INC	580,334	$25.49M	0.0%	$43.92	$37.81	—	COM	82489T104
MNRO	MONRO INC	325,743	$25.47M	0.0%	$78.20 *	$62.08	+21.5%	COM	610236101
FANG	DIAMONDBACK ENERGY INC	272,227	$25.28M	0.0%	$92.86 *	$86.28	-24.9%	COM	25278X109
MDGL	MADRIGAL PHARMACEUTICALS INC	276,430	$25.19M	0.0%	$91.11 *	$123.77	-21.6%	COM	558868105
—	LAZARD LTD	623,081	$24.9M	0.0%	$39.96	$52.19	—	SHS A	G54050102
—	PREMIER INC	656,768	$24.88M	0.0%	$37.88	$35.24	—	CL A	74051N102
QTWO	Q2 HLDGS INC	306,399	$24.84M	0.0%	$81.08 *	$25.05	+206.8%	COM	74736L109
—	TD AMERITRADE HLDG CORP	497,463	$24.72M	0.0%	$49.70	$37.79	—	COM	87236Y108
CQP	CHENIERE ENERGY PARTNERS LP	613,782	$24.43M	0.0%	$39.81	$30.47	—	COM UNIT	16411Q101
VMC	VULCAN MATLS CO	169,337	$24.38M	0.0%	$143.99 *	$110.89	+22.5%	COM	929160109
DOW	DOW INC	443,909	$24.3M	0.0%	$54.73 *	$36.70	0.0%	COM	260557103
LASR	NLIGHT INC	1,157,082	$23.47M	0.0%	$20.28 *	$21.52	-19.9%	COM	65487K100
SWK	STANLEY BLACK & DECKER INC	138,962	$23.03M	0.0%	$165.74 *	$128.58	0.0%	COM	854502101
MXL	MAXLINEAR INC	1,040,914	$22.09M	0.0%	$21.22 *	$20.82	-0.3%	COM	57776J100
USFD	US FOODS HLDG CORP	525,983	$22.03M	0.0%	$41.89 *	$34.84	+15.2%	COM	912008109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	377,335	$21.92M	0.0%	$58.10	$57.93	—	SPONSORED ADS	874039100
MPLX	MPLX LP	859,631	$21.89M	0.0%	$25.46	$31.11	—	COM UNIT REP LTD	55336V100
BY	BYLINE BANCORP INC	1,118,339	$21.89M	0.0%	$19.57 *	$19.41	-14.0%	COM	124411109
TRP	TC ENERGY CORP	409,955	$21.84M	0.0%	$53.27 *	$35.20	+6.2%	COM	87807B107
ETSY	ETSY INC	491,795	$21.79M	0.0%	$44.30 *	$61.99	-23.2%	COM	29786A106
RNST	RENASANT CORP	610,760	$21.63M	0.0%	$35.42	$36.96	-4.5%	COM	75970E107
—	PARSLEY ENERGY INC	1,125,160	$21.28M	0.0%	$18.91	$18.44	—	CL A	701877102
MGPI	MGP INGREDIENTS INC NEW	438,384	$21.24M	0.0%	$48.45 *	$65.47	-28.5%	COM	55303J106
NSC	NORFOLK SOUTHERN CORP	109,293	$21.22M	0.0%	$194.13 *	$163.68	+1.1%	COM	655844108
WING	WINGSTOP INC	243,854	$21.03M	0.0%	$86.23 *	$31.12	+166.7%	COM	974155103
—	INTERCEPT PHARMACEUTICALS IN	168,706	$20.91M	0.0%	$123.92	$111.86	—	COM	45845P108
—	ACTUANT CORP	797,066	$20.75M	0.0%	$26.03	$26.41	—	CL A NEW	00508X203
—	INTERSECT ENT INC	820,608	$20.43M	0.0%	$24.90	$23.54	—	COM	46071F103
EOG	EOG RES INC	243,263	$20.38M	0.0%	$83.76 *	$69.83	-20.1%	COM	26875P101
JELD	JELD-WEN HLDG INC	868,187	$20.32M	0.0%	$23.41 *	$31.51	-34.7%	COM	47580P103
NEM	NEWMONT GOLDCORP CORPORATION	467,100	$20.3M	0.0%	$43.45 *	$29.17	+12.2%	COM	651639106
TRN	TRINITY INDS INC	912,448	$20.21M	0.0%	$22.15 *	$17.28	-7.1%	COM	896522109
—	COOPER COS INC	62,588	$20.11M	0.0%	$321.29	$299.13	—	COM NEW	216648402
MCHP	MICROCHIP TECHNOLOGY INC	191,774	$20.08M	0.0%	$104.72 *	$32.19	+33.5%	COM	595017104
—	EVERBRIDGE INC	251,117	$19.61M	0.0%	$78.08	$52.12	—	COM	29978A104
BHP	BHP GROUP LTD	357,906	$19.58M	0.0%	$54.71	$44.64	—	SPONSORED ADS	088606108
VLO	VALERO ENERGY CORP NEW	208,305	$19.51M	0.0%	$93.65 *	$56.63	+30.0%	COM	91913Y100
COP	CONOCOPHILLIPS	298,820	$19.43M	0.0%	$65.03 *	$48.08	-1.9%	COM	20825C104
AWI	ARMSTRONG WORLD INDS INC NEW	206,435	$19.4M	0.0%	$93.97 *	$82.16	+9.3%	COM	04247X102
GSHD	GOOSEHEAD INS INC	456,645	$19.36M	0.0%	$42.40 *	$19.32	+129.1%	COM CL A	38267D109
XBI	SPDR SERIES TRUST	200,000	$19.02M	0.0%	$95.11	—	—	Put	78464A870
—	WELBILT INC	1,211,241	$18.91M	0.0%	$15.61	$18.56	—	COM	949090104
—	SEMPRA ENERGY	156,694	$18.81M	0.0%	$120.02	$103.68	—	6% PFD CONV A	816851406
FTI	TECHNIPFMC PLC	868,549	$18.62M	0.0%	$21.44 *	$22.26	-33.3%	COM	G87110105
HLI	HOULIHAN LOKEY INC	380,404	$18.59M	0.0%	$48.87 *	$40.34	+3.8%	CL A	441593100
NDSN	NORDSON CORP	114,022	$18.57M	0.0%	$162.84 *	$147.80	0.0%	COM	655663102
HURN	HURON CONSULTING GROUP INC	268,015	$18.42M	0.0%	$68.72 *	$40.25	+61.5%	COM	447462102
—	LIVONGO HEALTH INC	734,712	$18.41M	0.0%	$25.06	$21.30	—	COM	539183103
RGEN	REPLIGEN CORP	193,016	$17.85M	0.0%	$92.50 *	$40.66	+106.6%	COM	759916109
PBH	PRESTIGE CONSMR HEALTHCARE I	440,612	$17.84M	0.0%	$40.50 *	$50.51	-26.2%	COM	74112D101
—	HUDSON LTD	1,158,819	$17.78M	0.0%	$15.34	$17.56	—	COM CL A	G46408103
—	PRINCIPIA BIOPHARMA INC	322,288	$17.66M	0.0%	$54.78	$54.78	—	COM	74257L108
VOD	VODAFONE GROUP PLC NEW	903,314	$17.46M	0.0%	$19.33	$19.33	—	SPONSORED ADR	92857W308
—	AVALARA INC	227,867	$16.69M	0.0%	$73.25	$67.37	—	COM	05338G106
SCCO	SOUTHERN COPPER CORP	382,817	$16.26M	0.0%	$42.48 *	$19.63	+41.1%	COM	84265V105
TXNM	PNM RES INC	319,360	$16.2M	0.0%	$50.71	$50.28	-0.2%	COM	69349H107
—	DUNKIN BRANDS GROUP INC	213,817	$16.15M	0.0%	$75.54	$72.07	—	COM	265504100
BP	BP PLC	427,360	$16.13M	0.0%	$37.74	$42.31	—	SPONSORED ADR	055622104
—	FOCUS FINL PARTNERS INC	539,532	$15.9M	0.0%	$29.47	$37.78	—	COM CL A	34417P100
NNBR	NN INC	1,718,580	$15.9M	0.0%	$9.25 *	$20.67	-61.2%	COM	629337106
—	CONCHO RES INC	179,291	$15.7M	0.0%	$87.57	$93.23	—	COM	20605P101
—	FERRO CORP	1,058,269	$15.69M	0.0%	$14.83	$11.98	—	COM	315405100
LMT	LOCKHEED MARTIN CORP	39,938	$15.55M	0.0%	$389.38 *	$279.77	+16.1%	COM	539830109
RGLD	ROYAL GOLD INC	124,719	$15.25M	0.0%	$122.25 *	$90.26	+31.1%	COM	780287108
TREX	TREX CO INC	167,707	$15.07M	0.0%	$89.88 *	$36.50	+20.7%	COM	89531P105
CGNX	COGNEX CORP	263,573	$14.77M	0.0%	$56.04 *	$48.62	0.0%	COM	192422103
HQY	HEALTHEQUITY INC	198,857	$14.73M	0.0%	$74.07 *	$63.26	-1.4%	COM	42226A107
—	ASSETMARK FINL HLDGS INC	497,441	$14.44M	0.0%	$29.02	$27.87	—	COM	04546L106
—	BROOKLINE BANCORP INC DEL	869,912	$14.32M	0.0%	$16.46	$15.51	—	COM	11373M107
—	PRA HEALTH SCIENCES INC	127,726	$14.2M	0.0%	$111.15	$97.23	—	COM	69354M108
MPC	MARATHON PETE CORP	230,367	$13.88M	0.0%	$60.25 *	$43.38	+19.1%	COM	56585A102
SBCF	SEACOAST BKG CORP FLA	448,959	$13.72M	0.0%	$30.57 *	$23.98	+18.5%	COM NEW	811707801
EYE	NATIONAL VISION HLDGS INC	421,976	$13.69M	0.0%	$32.43 *	$36.61	-24.9%	COM	63845R107
TSCO	TRACTOR SUPPLY CO	145,590	$13.6M	0.0%	$93.44 *	$12.94	+33.2%	COM	892356106
—	EL PASO ELEC CO	196,732	$13.36M	0.0%	$67.89	$44.31	—	COM NEW	283677854
WY	WEYERHAEUSER CO	439,963	$13.29M	0.0%	$30.20 *	$19.70	+17.3%	COM	962166104
—	CYRUSONE INC	203,056	$13.29M	0.0%	$65.43	$65.43	—	COM	23283R100
APPF	APPFOLIO INC	120,489	$13.25M	0.0%	$109.95 *	$101.99	0.0%	COM CL A	03783C100
ELAN	ELANCO ANIMAL HEALTH INC	448,970	$13.22M	0.0%	$29.45 *	$33.49	-18.9%	COM	28414H103
RAMP	LIVERAMP HLDGS INC	273,132	$13.13M	0.0%	$48.07 *	$46.48	-3.3%	COM	53815P108
MKC	MCCORMICK & CO INC	76,992	$13.07M	0.0%	$169.73 *	$43.17	+69.7%	COM NON VTG	579780206
MWA	MUELLER WTR PRODS INC	1,071,241	$12.83M	0.0%	$11.98 *	$9.63	+7.1%	COM SER A	624758108
THR	THERMON GROUP HLDGS INC	477,836	$12.81M	0.0%	$26.80 *	$22.77	+10.7%	COM	88362T103
ROAD	CONSTRUCTION PARTNERS INC	756,074	$12.76M	0.0%	$16.87 *	$14.95	+17.4%	COM CL A	21044C107
PODD	INSULET CORP	73,579	$12.6M	0.0%	$171.20 *	$91.37	+82.4%	COM	45784P101
ALGN	ALIGN TECHNOLOGY INC	44,071	$12.3M	0.0%	$279.05 *	$116.75	+113.6%	COM	016255101
PINS	PINTEREST INC	640,093	$11.93M	0.0%	$18.64 *	$26.44	-18.3%	CL A	72352L106
—	PHILLIPS 66 PARTNERS LP	192,827	$11.89M	0.0%	$61.64	$61.64	—	COM UNIT REP INT	718549207
—	MOMENTA PHARMACEUTICALS INC	600,000	$11.84M	0.0%	$19.73	$19.73	—	COM	60877T100
ULTA	ULTA BEAUTY INC	46,706	$11.82M	0.0%	$253.14 *	$190.07	+28.6%	COM	90384S303
—	SANDSTORM GOLD LTD	1,582,151	$11.79M	0.0%	$7.45	$5.48	—	COM NEW	80013R206
TXRH	TEXAS ROADHOUSE INC	208,590	$11.75M	0.0%	$56.32 *	$31.57	+57.8%	COM	882681109
—	MAGELLAN MIDSTREAM PRTNRS LP	178,962	$11.25M	0.0%	$62.87	$62.44	—	COM UNIT RP LP	559080106
—	CONSTELLATION PHARMCETICLS I	238,429	$11.23M	0.0%	$47.11	$47.11	—	COM	210373106
—	EVO PMTS INC	423,270	$11.18M	0.0%	$26.41	$22.75	—	CL A COM	26927E104
EQNR	EQUINOR ASA	551,458	$10.98M	0.0%	$19.91	$21.27	—	SPONSORED ADR	29446M102
PHR	PHREESIA INC	410,313	$10.93M	0.0%	$26.64 *	$27.11	+2.0%	COM	71944F106
ZLAB	ZAI LAB LTD	255,759	$10.64M	0.0%	$41.59	$34.87	—	ADR	98887Q104
—	PGT INNOVATIONS INC	713,002	$10.63M	0.0%	$14.91	$12.47	—	COM	69336V101
IRTC	IRHYTHM TECHNOLOGIES INC	154,781	$10.54M	0.0%	$68.09	$47.35	+43.3%	COM	450056106
BKR	BAKER HUGHES COMPANY	402,626	$10.32M	0.0%	$25.63 *	$19.48	-1.8%	CL A	05722G100
FFWM	FIRST FNDTN INC	580,106	$10.09M	0.0%	$17.40 *	$14.00	+6.5%	COM	32026V104
KOS	KOSMOS ENERGY LTD	1,749,300	$9.971M	0.0%	$5.70 *	$5.87	+0.6%	COM	500688106
DEI	DOUGLAS EMMETT INC	225,760	$9.911M	0.0%	$43.90	$34.13	—	COM	25960P109
—	PROSIGHT GLOBAL INC	611,693	$9.867M	0.0%	$16.13	$19.36	—	COM	74349J103
—	SPRINGWORKS THERAPEUTICS INC	251,447	$9.678M	0.0%	$38.49	$21.68	—	COM	85205L107
—	AMERICAN ELEC PWR CO INC	175,892	$9.521M	0.0%	$54.13	$51.99	—	UNIT 03/15/2022	025537127
GOSS	GOSSAMER BIO INC	605,299	$9.461M	0.0%	$15.63 *	$20.85	-3.4%	COM	38341P102
—	BEACON ROOFING SUPPLY INC	284,824	$9.109M	0.0%	$31.98	$47.10	—	COM	073685109
—	ALLEGHANY CORP DEL	11,347	$9.073M	0.0%	$799.59	$799.59	—	COM	017175100
CSTM	CONSTELLIUM SE	669,383	$8.97M	0.0%	$13.40 *	$13.80	0.0%	CL A SHS	F21107101
SRI	STONERIDGE INC	305,267	$8.95M	0.0%	$29.32 *	$30.78	0.0%	COM	86183P102
—	ARYA SCIENCES ACQUISITION CO	772,074	$8.879M	0.0%	$11.50	$10.24	—	UNIT 10/04/2023	G3165V117
IWF	ISHARES TR	50,318	$8.852M	0.0%	$175.92	$153.16	—	RUS 1000 GRW ETF	464287614
FSLR	FIRST SOLAR INC	154,508	$8.646M	0.0%	$55.96	$53.38	+2.9%	COM	336433107
LGND	LIGAND PHARMACEUTICALS INC	81,957	$8.547M	0.0%	$104.29 *	$102.45	-34.8%	COM NEW	53220K504
FCX	FREEPORT-MCMORAN INC	649,854	$8.526M	0.0%	$13.12 *	$19.47	-47.4%	CL B	35671D857
WM	WASTE MGMT INC DEL	74,307	$8.468M	0.0%	$113.96 *	$97.60	+4.6%	COM	94106L109
KTB	KONTOOR BRANDS INC	200,741	$8.429M	0.0%	$41.99 *	$32.45	+16.4%	COM	50050N103
ABUS	ARBUTUS BIOPHARMA CORP	2,943,789	$8.184M	0.0%	$2.78 *	$1.82	-11.3%	COM	03879J100
WCN	WASTE CONNECTIONS INC	89,824	$8.155M	0.0%	$90.79 *	$79.15	+10.0%	COM	94106B101
RUN	SUNRUN INC	589,320	$8.139M	0.0%	$13.81 *	$6.03	+147.4%	COM	86771W105
VRSK	VERISK ANALYTICS INC	53,290	$7.958M	0.0%	$149.33 *	$105.50	+35.0%	COM	92345Y106
—	PIONEER NAT RES CO	52,183	$7.899M	0.0%	$151.37	$151.37	—	COM	723787107
NTR	NUTRIEN LTD	161,520	$7.738M	0.0%	$47.91 *	$39.26	-0.1%	COM	67077M108
—	CRESTWOOD EQUITY PARTNERS LP	238,590	$7.353M	0.0%	$30.82	$36.74	—	UNIT LTD PARTNER	226344208
GTLS	CHART INDS INC	107,326	$7.243M	0.0%	$67.49 *	$81.28	-28.1%	COM PAR $0.01	16115Q308
PNR	PENTAIR PLC	156,316	$7.17M	0.0%	$45.87 *	$38.80	0.0%	SHS	G7S00T104
ASML	ASML HOLDING N V	23,866	$7.063M	0.0%	$295.94	$227.73	—	N Y REGISTRY SHS	N07059210
MEC	MAYVILLE ENGINEERING CO INC	748,210	$7.018M	0.0%	$9.38 *	$13.83	-24.9%	COM	578605107
RACE	FERRARI N V	42,091	$6.968M	0.0%	$165.55 *	$140.51	+15.1%	COM	N3167Y103
MS	MORGAN STANLEY	136,239	$6.965M	0.0%	$51.12 *	$23.30	+67.8%	COM NEW	617446448
—	CHANGE HEALTHCARE INC	422,270	$6.921M	0.0%	$16.39	$14.60	—	COM	15912K100
MGM	MGM RESORTS INTERNATIONAL	203,476	$6.77M	0.0%	$33.27 *	$24.21	+24.4%	COM	552953101
—	LIVEPERSON INC	180,230	$6.669M	0.0%	$37.00	$35.02	—	COM	538146101
DAL	DELTA AIR LINES INC DEL	111,556	$6.524M	0.0%	$58.48 *	$50.17	+7.8%	COM NEW	247361702
CYTK	CYTOKINETICS INC	609,964	$6.472M	0.0%	$10.61 *	$10.27	0.0%	COM NEW	23282W605
—	AMARIN CORP PLC	300,000	$6.432M	0.0%	$21.44	—	—	Call	023111206
ACAD	ACADIA PHARMACEUTICALS INC	149,585	$6.399M	0.0%	$42.78	$43.50	0.0%	COM	004225108
—	INVITAE CORP	392,357	$6.329M	0.0%	$16.13	$23.50	—	COM	46185L103
NESR	NATIONAL ENERGY SERVICES REU	662,932	$6.046M	0.0%	$9.12	$8.07	—	SHS	G6375R107
HCSG	HEALTHCARE SVCS GRP INC	243,312	$5.917M	0.0%	$24.32	$40.25	-38.4%	COM	421906108
FRPT	FRESHPET INC	99,047	$5.853M	0.0%	$59.09 *	$45.69	+16.6%	COM	358039105
—	SAGE THERAPEUTICS INC	80,200	$5.79M	0.0%	$72.19	$138.61	—	Put	78667J108
—	RATTLER MIDSTREAM LP	325,007	$5.782M	0.0%	$17.79	$19.35	—	COM UNITS	75419T103
—	NEXTCURE INC	100,000	$5.633M	0.0%	$56.33	$56.33	—	COM	65343E108
CXW	CORECIVIC INC	319,906	$5.56M	0.0%	$17.38 *	$15.44	-3.7%	COM	21871N101
—	DRIL QUIP INC	117,870	$5.529M	0.0%	$46.91	$46.91	—	COM	262037104
SDCCQ	SMILEDIRECTCLUB INC	619,629	$5.416M	0.0%	$8.74 *	$16.68	-40.0%	CL A COM	83192H106
BRSL	INTERNATIONAL GAME TECHNOLOG	361,711	$5.415M	0.0%	$14.97 *	$14.39	-32.7%	SHS USD	G4863A108
—	ADVANCED DISP SVCS INC DEL	157,424	$5.175M	0.0%	$32.87	$22.90	—	COM	00790X101
—	VIACOMCBS INC	122,722	$5.151M	0.0%	$41.97	$41.97	—	CL B	92556H206
LAUR	LAUREATE EDUCATION INC	290,148	$5.11M	0.0%	$17.61 *	$13.60	+21.2%	CL A	518613203
BMRN	BIOMARIN PHARMACEUTICAL INC	60,000	$5.073M	0.0%	$84.55 *	$83.28	-9.3%	Call	09061G101
—	LIBERTY GLOBAL PLC	231,843	$5.053M	0.0%	$21.79	$34.26	—	SHS CL C	G5480U120
—	HILLENBRAND INC	150,908	$5.027M	0.0%	$33.31	$33.31	—	COM	431571108
INTC	INTEL CORP	83,885	$5.021M	0.0%	$59.86 *	$43.02	+14.5%	COM	458140100
—	BLUEPRINT MEDICINES CORP	60,642	$4.858M	0.0%	$80.11	$50.96	—	COM	09627Y109
—	NOBLE MIDSTREAM PARTNERS LP	179,889	$4.778M	0.0%	$26.56	$30.64	—	COM UNIT REPST	65506L105
—	BRIGHAM MINERALS INC	219,696	$4.71M	0.0%	$21.44	$21.46	—	CL A COM	10918L103
CF	CF INDS HLDGS INC	97,934	$4.675M	0.0%	$47.74 *	$41.17	-2.2%	COM	125269100
—	WELLCARE HEALTH PLANS INC	13,947	$4.605M	0.0%	$330.18	$269.75	—	COM	94946T106
PRKS	SEAWORLD ENTMT INC	143,939	$4.564M	0.0%	$31.71 *	$18.37	+57.1%	COM	81282V100
—	DECIPHERA PHARMACEUTICALS IN	71,560	$4.454M	0.0%	$62.24	$62.24	—	COM	24344T101
AXP	AMERICAN EXPRESS CO	35,411	$4.408M	0.0%	$124.48 *	$98.02	+12.4%	COM	025816109
—	ENABLE MIDSTREAM PARTNERS LP	435,332	$4.366M	0.0%	$10.03	$13.71	—	COM UNIT RP IN	292480100
—	VERINT SYS INC	77,218	$4.275M	0.0%	$55.36	$34.43	—	COM	92343X100
WES	WESTERN MIDSTREAM PARTNERS L	216,561	$4.264M	0.0%	$19.69	$31.36	—	COM UNIT LP INT	958669103
—	SUNNOVA ENERGY INTL INC	380,617	$4.248M	0.0%	$11.16	$10.75	—	COM	86745K104
TPR	TAPESTRY INC	155,254	$4.187M	0.0%	$26.97 *	$32.95	-31.7%	COM	876030107
PUMP	PROPETRO HLDG CORP	366,360	$4.122M	0.0%	$11.25 *	$15.18	-41.1%	COM	74347M108
EB	EVENTBRITE INC	203,100	$4.097M	0.0%	$20.17 *	$19.12	0.0%	COM CL A	29975E109
RNR	RENAISSANCERE HOLDINGS LTD	20,698	$4.057M	0.0%	$196.01 *	$153.07	+23.8%	COM	G7496G103
WPM	WHEATON PRECIOUS METALS CORP	135,459	$4.03M	0.0%	$29.75 *	$19.10	+33.5%	COM	962879102
—	FLIR SYS INC	73,370	$3.82M	0.0%	$52.06	$32.59	—	COM	302445101
SPOT	SPOTIFY TECHNOLOGY S A	25,371	$3.794M	0.0%	$149.54 *	$145.08	-5.3%	SHS	L8681T102
AMGN	AMGEN INC	15,301	$3.689M	0.0%	$241.10 *	$158.07	+15.6%	COM	031162100
PSN	PARSONS CORPORATION	89,161	$3.681M	0.0%	$41.28 *	$32.77	+13.9%	COM	70202L102
PBR	PETROLEO BRASILEIRO SA PETRO	223,500	$3.563M	0.0%	$15.94	$15.94	—	SPONSORED ADR	71654V408
—	EXTENDED STAY AMER INC	236,264	$3.511M	0.0%	$14.86	$21.15	—	UNIT 99/99/9999B	30224P200
—	PLAYA HOTELS & RESORTS NV	417,795	$3.509M	0.0%	$8.40	$10.64	—	SHS	N70544106
—	HOUGHTON MIFFLIN HARCOURT CO	545,512	$3.409M	0.0%	$6.25	$11.58	—	COM	44157R109
—	EQM MIDSTREAM PARTNERS LP	111,237	$3.327M	0.0%	$29.91	$76.02	—	UNIT LTD PARTN	26885B100
SLAB	SILICON LABORATORIES INC	27,604	$3.202M	0.0%	$116.00 *	$83.18	+31.8%	COM	826919102
XME	SPDR SERIES TRUST	107,563	$3.151M	0.0%	$29.29	$30.97	—	S&P METALS MNG	78464A755
—	GRAFTECH INTL LTD	269,291	$3.129M	0.0%	$11.62	$17.05	—	COM	384313508
TPICQ	TPI COMPOSITES INC	164,872	$3.052M	0.0%	$18.51	$25.58	-28.2%	COM	87266J104
IBM	INTERNATIONAL BUSINESS MACHS	22,434	$3.007M	0.0%	$134.04 *	$99.90	0.0%	COM	459200101
BB	BLACKBERRY LTD	453,067	$2.909M	0.0%	$6.42 *	$10.24	-46.4%	COM	09228F103
ORCL	ORACLE CORP	53,507	$2.835M	0.0%	$52.98 *	$47.50	+6.2%	COM	68389X105
VRRM	VERRA MOBILITY CORP	201,884	$2.824M	0.0%	$13.99 *	$10.08	+42.3%	COM	92511U102
PAGP	PLAINS GP HLDGS L P	117,580	$2.228M	0.0%	$18.95	$24.88	—	LTD PARTNR INT A	72651A207
—	DISCOVER FINL SVCS	24,036	$2.039M	0.0%	$84.83	$69.72	—	COM	254709108
OMC	OMNICOM GROUP INC	25,082	$2.032M	0.0%	$81.01 *	$58.07	+7.7%	COM	681919106
IBOC	INTERNATIONAL BANCSHARES COR	45,300	$1.951M	0.0%	$43.07 *	$33.18	+4.5%	COM	459044103
TJX	TJX COS INC NEW	31,861	$1.945M	0.0%	$61.05 *	$52.80	+3.4%	COM	872540109
AMP	AMERIPRISE FINL INC	11,486	$1.913M	0.0%	$166.55 *	$133.66	+4.3%	COM	03076C106
NOC	NORTHROP GRUMMAN CORP	5,431	$1.868M	0.0%	$343.95 *	$317.91	-0.1%	COM	666807102
—	HANESBRANDS INC	125,816	$1.868M	0.0%	$14.85	$16.07	—	COM	410345102
WU	WESTERN UN CO	69,549	$1.863M	0.0%	$26.79	$18.47	—	COM	959802109
HOMB	HOME BANCSHARES INC	94,419	$1.856M	0.0%	$19.66 *	$18.79	+0.4%	COM	436893200
LPLA	LPL FINL HLDGS INC	19,927	$1.838M	0.0%	$92.24 *	$85.83	0.0%	COM	50212V100
—	EQUITRANS MIDSTREAM CORPORAT	135,412	$1.809M	0.0%	$13.36	$19.59	—	COM	294600101
UAL	UNITED AIRLINES HLDGS INC	20,509	$1.807M	0.0%	$88.11	$88.41	+1.5%	COM	910047109
—	DANAHER CORPORATION	1,513	$1.784M	0.0%	$1179.11	$1079.05	—	4.75 MND CV PFD	235851300
AMD	ADVANCED MICRO DEVICES INC	38,015	$1.743M	0.0%	$45.85 *	$23.94	+53.8%	COM	007903107
SEM	SELECT MED HLDGS CORP	74,668	$1.743M	0.0%	$23.34 *	$8.69	+14.2%	COM	81619Q105
—	GREAT WESTN BANCORP INC	49,901	$1.734M	0.0%	$34.75	$42.00	—	COM	391416104
ACWI	ISHARES TR	21,250	$1.684M	0.0%	$79.25	$73.75	—	MSCI ACWI ETF	464288257
MMYT	MAKEMYTRIP LIMITED MAURITIUS	70,718	$1.619M	0.0%	$22.89 *	$30.27	-20.1%	SHS	V5633W109
ACA	ARCOSA INC	36,112	$1.609M	0.0%	$44.56 *	$26.73	+41.0%	COM	039653100
—	LEXINGTON REALTY TRUST	150,493	$1.598M	0.0%	$10.62	$9.43	—	COM	529043101
ECL	ECOLAB INC	8,277	$1.597M	0.0%	$192.94 *	$170.75	+4.1%	COM	278865100
KKR	KKR & CO INC	54,078	$1.577M	0.0%	$29.16 *	$26.76	0.0%	CL A	48251W104
SF	STIFEL FINL CORP	25,606	$1.553M	0.0%	$60.65 *	$34.00	+4.3%	COM	860630102
MMS	MAXIMUS INC	20,411	$1.518M	0.0%	$74.37	$75.91	-1.0%	COM	577933104
MMSI	MERIT MED SYS INC	48,273	$1.507M	0.0%	$31.22 *	$56.86	-49.6%	COM	589889104
KMT	KENNAMETAL INC	40,467	$1.493M	0.0%	$36.89 *	$26.35	+5.8%	COM	489170100
MEI	METHODE ELECTRS INC	37,457	$1.474M	0.0%	$39.35 *	$25.77	+20.2%	COM	591520200
CPRT	COPART INC	16,170	$1.471M	0.0%	$90.97 *	$21.34	0.0%	COM	217204106
—	DENNYS CORP	72,182	$1.435M	0.0%	$19.88	$20.95	—	COM	24869P104
—	KNOLL INC	56,134	$1.418M	0.0%	$25.26	$18.90	—	COM NEW	498904200
—	UNIVERSAL FST PRODS INC	29,118	$1.389M	0.0%	$47.70	$27.71	—	COM	913543104
—	QURATE RETAIL INC	162,135	$1.367M	0.0%	$8.43	$21.22	—	COM SER A	74915M100
BHE	BENCHMARK ELECTRS INC	39,731	$1.365M	0.0%	$34.36 *	$23.62	+20.8%	COM	08160H101
HSY	HERSHEY CO	8,848	$1.3M	0.0%	$146.93 *	$116.67	+10.1%	COM	427866108
TYL	TYLER TECHNOLOGIES INC	4,322	$1.297M	0.0%	$300.09 *	$278.52	0.0%	COM	902252105
EBAY	EBAY INC	35,765	$1.291M	0.0%	$36.10 *	$26.36	+23.9%	COM	278642103
—	HERSHA HOSPITALITY TR	88,080	$1.282M	0.0%	$14.55	$25.38	—	PR SHS BEN INT	427825500
—	VMWARE INC	8,180	$1.242M	0.0%	$151.83	$144.17	—	CL A COM	928563402
DAN	DANA INCORPORATED	67,830	$1.235M	0.0%	$18.21 *	$13.44	+8.2%	COM	235825205
FSS	FEDERAL SIGNAL CORP	37,841	$1.22M	0.0%	$32.24 *	$28.25	+10.0%	COM	313855108
HTH	HILLTOP HOLDINGS INC	48,568	$1.211M	0.0%	$24.93 *	$22.95	+6.4%	COM	432748101
—	AMEDISYS INC	7,142	$1.192M	0.0%	$166.90	$73.43	—	COM	023436108
TGNA	TEGNA INC	70,626	$1.179M	0.0%	$16.69 *	$13.71	+13.5%	COM	87901J105
VSH	VISHAY INTERTECHNOLOGY INC	55,008	$1.171M	0.0%	$21.29 *	$17.20	-0.6%	COM	928298108
AMKR	AMKOR TECHNOLOGY INC	87,639	$1.139M	0.0%	$13.00 *	$7.15	+55.4%	COM	031652100
NVCR	NOVOCURE LTD	13,380	$1.128M	0.0%	$84.30 *	$48.43	+66.6%	ORD SHS	G6674U108
LTC	LTC PPTYS INC	24,684	$1.105M	0.0%	$44.77	$43.83	—	COM	502175102
IGE	ISHARES TR	36,115	$1.087M	0.0%	$30.10	$30.23	—	NORTH AMERN NAT	464287374
FHI	FEDERATED INVS INC PA	33,353	$1.087M	0.0%	$32.59 *	$24.50	+0.2%	CL B	314211103
FCN	FTI CONSULTING INC	9,721	$1.076M	0.0%	$110.69	$58.02	+88.3%	COM	302941109
FFBC	FIRST FINL BANCORP OH	41,699	$1.061M	0.0%	$25.44 *	$19.49	-3.7%	COM	320209109
ENSG	ENSIGN GROUP INC	22,913	$1.04M	0.0%	$45.39 *	$40.54	+2.4%	COM	29358P101
ABG	ASBURY AUTOMOTIVE GROUP INC	9,212	$1.03M	0.0%	$111.81 *	$65.64	+63.9%	COM	043436104
EVTC	EVERTEC INC	30,032	$1.022M	0.0%	$34.03 *	$25.19	+21.7%	COM	30040P103
RDN	RADIAN GROUP INC	40,189	$1.011M	0.0%	$25.16 *	$19.64	+4.9%	COM	750236101
OKTA	OKTA INC	8,710	$1.005M	0.0%	$115.38	$103.03	+11.7%	CL A	679295105
AAL	AMERICAN AIRLS GROUP INC	34,163	$980K	0.0%	$28.69	$28.37	0.0%	COM	02376R102
GIII	G-III APPAREL GROUP LTD	29,120	$976K	0.0%	$33.52 *	$43.49	-35.1%	COM	36237H101
—	EVERI HLDGS INC	72,258	$970K	0.0%	$13.42	$8.46	—	COM	30034T103
—	COLONY CAP INC NEW	203,741	$968K	0.0%	$4.75	$6.24	—	CL A COM	19626G108
AAT	AMERICAN ASSETS TR INC	20,521	$942K	0.0%	$45.90	$46.74	—	COM	024013104
KW	KENNEDY-WILSON HLDGS INC	41,042	$915K	0.0%	$22.29	$20.88	+7.3%	COM	489398107
TPH	TRI POINTE GROUP INC	57,697	$899K	0.0%	$15.58	$13.96	+10.3%	COM	87265H109
GNRC	GENERAC HLDGS INC	8,823	$888K	0.0%	$100.65 *	$74.92	+24.3%	COM	368736104
ATKR	ATKORE INTL GROUP INC	21,830	$883K	0.0%	$40.45 *	$21.63	+64.9%	COM	047649108
BLDR	BUILDERS FIRSTSOURCE INC	34,544	$878K	0.0%	$25.42 *	$18.64	+28.2%	COM	12008R107
AEO	AMERICAN EAGLE OUTFITTERS IN	59,180	$870K	0.0%	$14.70 *	$16.35	-20.2%	COM	02553E106
—	ARENA PHARMACEUTICALS INC	19,030	$864K	0.0%	$45.40	$45.75	—	COM NEW	040047607
CBZ	CBIZ INC	31,655	$853K	0.0%	$26.95 *	$26.02	0.0%	COM	124805102
TMHC	TAYLOR MORRISON HOME CORP	38,791	$848K	0.0%	$21.86 *	$23.51	+2.2%	COM	87724P106
SYF	SYNCHRONY FINL	23,033	$829K	0.0%	$35.99 *	$25.35	+21.2%	COM	87165B103
ACN	ACCENTURE PLC IRELAND	3,930	$828K	0.0%	$210.69 *	$178.42	0.0%	SHS CLASS A	G1151C101
MEDP	MEDPACE HLDGS INC	9,681	$814K	0.0%	$84.08 *	$43.72	+77.0%	COM	58506Q109
—	BMC STK HLDGS INC	27,321	$784K	0.0%	$28.70	$22.56	—	COM	05591B109
POR	PORTLAND GEN ELEC CO	13,928	$777K	0.0%	$55.79 *	$43.41	0.0%	COM NEW	736508847
BKH	BLACK HILLS CORP	9,478	$744K	0.0%	$78.50 *	$60.34	-0.3%	COM	092113109
EME	EMCOR GROUP INC	8,599	$742K	0.0%	$86.29	$83.08	+3.5%	COM	29084Q100
WGO	WINNEBAGO INDS INC	13,583	$720K	0.0%	$53.01 *	$36.42	+28.4%	COM	974637100
EA	ELECTRONIC ARTS INC	6,559	$705K	0.0%	$107.49 *	$96.52	0.0%	COM	285512109
XHR	XENIA HOTELS & RESORTS INC	31,631	$684K	0.0%	$21.62	$19.24	—	COM	984017103
MATV	SCHWEITZER-MAUDUIT INTL INC	16,169	$679K	0.0%	$41.99 *	$24.50	+25.8%	COM	808541106
MDY	SPDR S&P MIDCAP 400 ETF TR	1,802	$676K	0.0%	$375.14	$375.14	—	UTSER1 S&PDCRP	78467Y107
NCLH	NORWEGIAN CRUISE LINE HLDG L	11,380	$665K	0.0%	$58.44 *	$52.78	0.0%	SHS	G66721104
KBR	KBR INC	21,809	$665K	0.0%	$30.49 *	$16.62	+57.4%	COM	48242W106
—	FLAGSTAR BANCORP INC	17,372	$664K	0.0%	$38.22	$37.32	—	COM PAR .001	337930705
RBC	RBC BEARINGS INC	4,182	$662K	0.0%	$158.30 *	$49.71	+225.2%	COM	75524B104
—	HMS HLDGS CORP	22,132	$655K	0.0%	$29.60	$34.45	—	COM	40425J101
—	MATCH GROUP INC	7,966	$654K	0.0%	$82.10	$60.51	—	COM	57665R106
—	ALLETE INC	8,045	$653K	0.0%	$81.17	$81.17	—	COM NEW	018522300
—	MRC GLOBAL INC	47,619	$650K	0.0%	$13.65	$13.58	—	COM	55345K103
CHTR	CHARTER COMMUNICATIONS INC N	1,338	$649K	0.0%	$485.05 *	$460.22	0.0%	CL A	16119P108
BRKR	BRUKER CORP	12,706	$648K	0.0%	$51.00 *	$35.47	+31.5%	COM	116794108
TRNO	TERRENO RLTY CORP	11,907	$645K	0.0%	$54.17	$51.25	—	COM	88146M101
—	TECH DATA CORP	4,447	$639K	0.0%	$143.69	$102.91	—	COM	878237106
—	STERLING BANCORP INC	78,924	$639K	0.0%	$8.10	$11.81	—	COM	85917W102
SUI	SUN CMNTYS INC	4,249	$638K	0.0%	$150.15	$150.15	—	COM	866674104
SYK	STRYKER CORP	3,033	$637K	0.0%	$210.02 *	$194.19	0.0%	COM	863667101
UVE	UNIVERSAL INS HLDGS INC	22,644	$634K	0.0%	$28.00 *	$29.28	-1.2%	COM	91359V107
VRE	MACK CALI RLTY CORP	27,214	$629K	0.0%	$23.11	$23.11	—	COM	554489104
CHE	CHEMED CORP NEW	1,429	$628K	0.0%	$439.47 *	$412.44	0.0%	COM	16359R103
BFH	ALLIANCE DATA SYSTEMS CORP	5,600	$628K	0.0%	$112.14 *	$79.21	0.0%	COM	018581108
FICO	FAIR ISAAC CORP	1,674	$627K	0.0%	$374.55 *	$290.07	+16.0%	COM	303250104
AMCX	AMC NETWORKS INC	15,880	$627K	0.0%	$39.48 *	$58.60	-28.3%	CL A	00164V103
PCTY	PAYLOCITY HLDG CORP	5,193	$627K	0.0%	$120.74 *	$81.73	+34.0%	COM	70438V106
CNS	COHEN & STEERS INC	9,967	$626K	0.0%	$62.81 *	$38.03	+32.7%	COM	19247A100
JAZZ	JAZZ PHARMACEUTICALS PLC	4,176	$623K	0.0%	$149.19 *	$136.08	0.0%	SHS USD	G50871105
CABO	CABLE ONE INC	417	$621K	0.0%	$1489.21 *	$1309.19	0.0%	COM	12685J105
WST	WEST PHARMACEUTICAL SVSC INC	4,123	$620K	0.0%	$150.38 *	$143.32	0.0%	COM	955306105
BJRI	BJS RESTAURANTS INC	16,263	$617K	0.0%	$37.94	$44.35	-14.0%	COM	09180C106
PAYX	PAYCHEX INC	7,252	$617K	0.0%	$85.08 *	$69.18	+2.2%	COM	704326107
—	K12 INC	30,254	$616K	0.0%	$20.36	$25.42	—	COM	48273U102
LUV	SOUTHWEST AIRLS CO	11,399	$615K	0.0%	$53.95 *	$48.51	+5.7%	COM	844741108
BIIB	BIOGEN INC	2,071	$615K	0.0%	$296.96 *	$277.46	0.0%	COM	09062X103
GEO	GEO GROUP INC NEW	36,935	$613K	0.0%	$16.60 *	$14.74	-13.1%	COM	36162J106
OFG	OFG BANCORP	25,666	$606K	0.0%	$23.61 *	$16.92	+29.1%	COM	67103X102
—	IBERIABANK CORP	8,041	$602K	0.0%	$74.87	$75.55	—	COM	450828108
—	ZYNGA INC	98,161	$601K	0.0%	$6.12	$6.12	—	CL A	98986T108
NWE	NORTHWESTERN CORP	7,857	$563K	0.0%	$71.66 *	$47.09	+16.1%	COM NEW	668074305
WNC	WABASH NATL CORP	37,762	$555K	0.0%	$14.70 *	$12.99	0.0%	COM	929566107
MMI	MARCUS & MILLICHAP INC	14,443	$538K	0.0%	$37.25 *	$19.94	+66.9%	COM	566324109
ESNT	ESSENT GROUP LTD	10,207	$531K	0.0%	$52.02 *	$46.85	0.0%	COM	G3198U102
APAM	ARTISAN PARTNERS ASSET MGMT	15,953	$516K	0.0%	$32.35 *	$16.67	0.0%	CL A	04316A108
SKYW	SKYWEST INC	7,686	$497K	0.0%	$64.66 *	$60.91	0.0%	COM	830879102
—	AEROJET ROCKETDYNE HLDGS INC	10,809	$494K	0.0%	$45.70	$50.50	—	COM	007800105
AWR	AMERICAN STS WTR CO	5,689	$493K	0.0%	$86.66 *	$78.64	0.0%	COM	029899101
WDC	WESTERN DIGITAL CORP	7,415	$471K	0.0%	$63.52 *	$40.69	0.0%	COM	958102105
HALO	HALOZYME THERAPEUTICS INC	26,592	$471K	0.0%	$17.71 *	$17.32	0.0%	COM	40637H109
CCOI	COGENT COMMUNICATIONS HLDGS	7,108	$468K	0.0%	$65.84 *	$21.89	+98.5%	COM NEW	19239V302
NXRT	NEXPOINT RESIDENTIAL TR INC	10,020	$451K	0.0%	$45.01	$45.01	—	COM	65341D102
HON	HONEYWELL INTL INC	2,543	$450K	0.0%	$176.96 *	$107.29	+34.1%	COM	438516106
—	ANIXTER INTL INC	4,727	$435K	0.0%	$92.02	$77.54	—	COM	035290105
AVB	AVALONBAY CMNTYS INC	2,059	$432K	0.0%	$209.81 *	$156.47	+10.2%	COM	053484101
CNMD	CONMED CORP	3,821	$427K	0.0%	$111.75 *	$100.95	0.0%	COM	207410101
—	AUDENTES THERAPEUTICS INC	6,977	$418K	0.0%	$59.91	$25.15	—	COM	05070R104
XLE	SELECT SECTOR SPDR TR	6,901	$414K	0.0%	$59.99	$65.56	—	ENERGY	81369Y506
CMC	COMMERCIAL METALS CO	18,289	$407K	0.0%	$22.25 *	$15.39	+18.9%	COM	201723103
—	ACACIA COMMUNICATIONS INC	5,839	$396K	0.0%	$67.82	$67.82	—	COM	00401C108
—	EPIZYME INC	15,309	$377K	0.0%	$24.63	$24.63	—	COM	29428V104
—	PATTERN ENERGY GROUP INC	13,701	$367K	0.0%	$26.79	$26.79	—	CL A	70338P100
LSCC	LATTICE SEMICONDUCTOR CORP	19,200	$367K	0.0%	$19.11	$18.29	—	COM	518415104
ONC	BEIGENE LTD	2,206	$366K	0.0%	$165.91	$165.91	—	SPONSORED ADR	07725L102
—	SPIRIT AIRLS INC	8,735	$352K	0.0%	$40.30	$53.28	—	COM	848577102
SCI	SERVICE CORP INTL	6,487	$299K	0.0%	$46.09 *	$43.77	+3.0%	COM	817565104
CME	CME GROUP INC	1,482	$297K	0.0%	$200.40 *	$130.85	+23.8%	COM	12572Q105
—	U S SILICA HLDGS INC	45,860	$282K	0.0%	$6.15	$6.15	—	COM	90346E103
—	PORTOLA PHARMACEUTICALS INC	11,588	$277K	0.0%	$23.90	$23.90	—	COM	737010108
VUG	VANGUARD INDEX FDS	1,484	$270K	0.0%	$181.94	$146.95	—	GROWTH ETF	922908736
INTU	INTUIT	1,002	$262K	0.0%	$261.48 *	$139.93	+79.7%	COM	461202103
ADP	AUTOMATIC DATA PROCESSING IN	1,342	$229K	0.0%	$170.64 *	$141.26	+2.7%	COM	053015103