Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	Microsoft Corporation	968,400	$98.36M	2.6%	$28.32	+253.1%	COM	594918104
TMO	Thermo Fisher Scientific Inc.	383,659	$85.86M	2.2%	$83.90	+174.5%	COM	883556102
AAPL	Apple, Inc.	534,255	$84.27M	2.2%	$28.12	+63.6%	COM	037833100
SNA	Snap-on Incorporated	575,300	$83.58M	2.2%	$69.46	+89.0%	COM	833034101
MA	Mastercard Incorporated	379,645	$71.62M	1.9%	$71.70	+166.3%	CL A	57636Q104
—	Aon plc	484,370	$70.41M	1.8%	$69.42	—	SHS CL A	G0408V102
ORLY	O'Reilly Automotive, Inc.	203,321	$70.01M	1.8%	$7.51	+203.2%	COM	67103H107
GOOG	Alphabet Inc.	65,195	$67.52M	1.8%	$40.79	+30.3%	CAP STK CL A	02079K107
SCHW	Charles Schwab Corporation (The)	1,606,170	$66.7M	1.7%	$26.03	+57.1%	COM	808513105
CTAS	Cintas Corporation	384,360	$64.57M	1.7%	$26.35	+58.0%	COM	172908105
V	Visa Inc.	451,350	$59.55M	1.6%	$75.05	+75.1%	COM CL A	92826C839
CBRE	CBRE Group, Inc.	1,450,585	$58.08M	1.5%	$25.00	+65.4%	CL A	12504L109
CSCO	Cisco Systems, Inc.	1,301,100	$56.38M	1.5%	$23.20	+59.1%	COM	17275R102
FTV	Fortive Corporation	822,555	$55.65M	1.5%	$30.97	+47.2%	COM	34959J108
LKQ	LKQ Corporation	2,278,342	$54.06M	1.4%	$22.90	+6.6%	COM	501889208
HD	Home Depot, Inc. (The)	304,930	$52.39M	1.4%	$103.85	+44.8%	COM	437076102
—	Ulta Beauty, Inc.	212,150	$51.94M	1.4%	$218.83	—	COM	903845303
INTC	Intel Corporation	1,079,955	$50.68M	1.3%	$29.68	+35.4%	COM	458140100
MDT	Medtronic Public Limited Company	554,420	$50.43M	1.3%	$67.89	+13.6%	SHS	G5960L103
AMZN	Amazon.com, Inc.	32,295	$48.51M	1.3%	$41.67	+99.5%	COM	023135106
CPRT	Copart, Inc.	968,925	$46.3M	1.2%	$5.96	+107.2%	COM	217204106
EPD	Enterprise Products Partners L.P.	1,854,580	$45.6M	1.2%	$26.35	—	COM	293792107
—	Walgreens Boots Alliance, Inc.	664,375	$45.4M	1.2%	$76.57	—	COM	931427108
JNJ	Johnson & Johnson	345,360	$44.57M	1.2%	$109.43	+4.3%	COM	478160104
FAST	Fastenal Co.	847,125	$44.3M	1.2%	$8.93	+26.3%	COM	311900104
BALL	Ball Corporation	963,357	$44.3M	1.2%	$28.27	+52.6%	COM	058498106
CB	Chubb Limited	341,900	$44.17M	1.2%	$96.06	+19.2%	COM	H1467J104
TJX	TJX Companies, Inc. (The)	923,005	$41.3M	1.1%	$37.68	+21.8%	COM	872540109
SBUX	Starbucks Corporation	636,965	$41.02M	1.1%	$43.62	+23.0%	COM	855244109
MCD	McDonald's Corporation	225,595	$40.06M	1.0%	$128.65	+16.7%	COM	580135101
—	Laboratory Corporation of America Holdings	309,375	$39.09M	1.0%	$119.55	—	COM NEW	50540R409
WDAY	Workday, Inc.	244,690	$39.07M	1.0%	$81.40	+74.1%	CL A	98138H101
PFE	Pfizer Inc.	868,390	$37.91M	1.0%	$18.07	+66.2%	COM	717081103
AMG	Affiliated Managers Group, Inc.	360,965	$35.17M	0.9%	$162.57	-32.0%	COM	008252108
PM	Philip Morris International Inc.	523,815	$34.97M	0.9%	$49.36	+16.1%	COM	718172109
CLX	Clorox Company (The)	225,715	$34.79M	0.9%	$100.29	+26.2%	COM	189054109
BSX	Boston Scientific Corporation	945,890	$33.43M	0.9%	$27.50	+31.9%	COM	101137107
ALB	Albemarle Corporation	432,830	$33.36M	0.9%	$105.01	-18.6%	COM	012653101
PEP	PepsiCo, Inc.	292,575	$32.32M	0.8%	$87.91	+3.2%	COM	713448108
SWKS	Skyworks Solutions, Inc.	473,760	$31.75M	0.8%	$62.78	+4.0%	COM	83088M102
GILD	Gilead Sciences, Inc.	506,760	$31.7M	0.8%	$49.93	+6.2%	COM	375558103
META	Facebook, Inc.	240,690	$31.55M	0.8%	$121.96	+18.0%	CL A	30303M102
NOW	ServiceNow, Inc.	174,225	$31.02M	0.8%	$15.72	+125.8%	COM	81762P102
BDX	Becton, Dickinson and Company	133,515	$30.08M	0.8%	$200.29	+3.9%	COM	075887109
MDLZ	Mondelez International, Inc.	727,715	$29.13M	0.8%	$34.68	+3.2%	CL A	609207105
HON	Honeywell International Inc.	219,075	$28.94M	0.8%	$117.31	+0.3%	COM	438516106
AMGN	Amgen Inc.	145,420	$28.31M	0.7%	$140.24	+11.8%	COM	031162100
ICE	Intercontinental Exchange, Inc.	359,155	$27.05M	0.7%	$68.35	+2.2%	COM	45866F104
—	Biogen Inc.	89,775	$27.02M	0.7%	$313.24	—	COM	09062C103
IT	Gartner, Inc.	210,600	$26.92M	0.7%	$97.45	+48.0%	COM	366651107
SPGI	S&P Global Inc.	155,520	$26.43M	0.7%	$168.43	0.0%	COM	78409V104
CRM	salesforce.com, inc.	188,075	$25.76M	0.7%	$75.03	+81.1%	COM	79466L302
ROK	Rockwell Automation, Inc.	170,545	$25.66M	0.7%	$151.80	-3.6%	COM	773903109
—	Celgene Corporation	378,710	$24.27M	0.6%	$95.75	—	COM	151020104
MRK	Merck & Co., Inc.	316,882	$24.21M	0.6%	$44.22	+27.8%	COM	58933Y105
FIS	Fidelity National Information Services, Inc.	219,300	$22.49M	0.6%	$65.75	+38.5%	COM	31620M106
CMCSA	Comcast Corporation	655,050	$22.3M	0.6%	$29.41	+3.5%	CL A	20030N101
EWBC	East West Bancorp, Inc.	507,375	$22.09M	0.6%	$44.99	-4.1%	COM	27579R104
OPLN	KAR Auction Services, Inc.	444,425	$21.21M	0.6%	$12.85	+61.4%	COM	48238T109
DGX	Quest Diagnostics Incorporated	242,910	$20.23M	0.5%	$90.95	-10.7%	COM	74834L100
JPM	JPMorgan Chase & Co.	206,305	$20.14M	0.5%	$89.41	-2.1%	COM	46625H100
NTRS	Northern Trust Corporation	223,020	$18.64M	0.5%	$53.24	+41.5%	COM	665859104
—	Xilinx, Inc.	217,715	$18.54M	0.5%	$64.53	—	COM	983919101
RMD	ResMed Inc.	162,390	$18.49M	0.5%	$41.37	+142.6%	COM	761152107
EFX	Equifax Inc.	185,560	$17.28M	0.5%	$121.88	-17.8%	COM	294429105
SNN	Smith & Nephew plc	461,805	$17.26M	0.4%	$37.10	—	SPDN ADR NEW	83175M205
—	FleetCor Technologies, Inc.	85,095	$15.8M	0.4%	$93.97	—	COM	339041105
—	Harris Corporation	116,950	$15.75M	0.4%	$85.09	—	COM	413875105
FISV	Fiserv, Inc.	212,828	$15.64M	0.4%	$47.46	+62.9%	COM	337738108
ATR	AptarGroup, Inc.	161,520	$15.19M	0.4%	$47.90	+93.9%	COM	038336103
MIDD	Middleby Corporation (The)	147,035	$15.1M	0.4%	$113.74	+0.1%	COM	596278101
—	IHS Markit Ltd.	305,738	$14.67M	0.4%	$56.29	—	SHS	451734107
USFD	US Foods Holding Corp.	456,540	$14.44M	0.4%	$28.32	+8.9%	COM	912008109
GPN	Global Payments Inc.	138,115	$14.24M	0.4%	$60.99	+71.9%	COM	37940X102
VRSK	Verisk Analytics, Inc.	130,220	$14.2M	0.4%	$72.53	+54.1%	COM	92345Y106
WBS	Webster Financial Corporation	284,475	$14.02M	0.4%	$37.63	+51.8%	COM	947890109
—	NuVasive, Inc.	281,740	$13.96M	0.4%	$56.05	—	COM	670704105
TRU	TransUnion	244,390	$13.88M	0.4%	$40.27	+53.6%	COM	89400J107
—	CyrusOne Inc.	255,350	$13.5M	0.4%	$56.46	—	COM	23283R100
LIVN	LivaNova PLC	147,145	$13.46M	0.4%	$56.87	+88.8%	SHS	G5509L101
PANW	Palo Alto Networks, Inc.	71,205	$13.41M	0.3%	$23.50	+32.7%	COM	697435105
—	Knight Transportation, Inc.	528,225	$13.24M	0.3%	$30.92	—	COM	499064103
RJF	Raymond James Financial, Inc.	175,505	$13.06M	0.3%	$31.51	+51.1%	COM	754730109
BURL	Burlington Stores, Inc.	80,010	$13.02M	0.3%	$84.70	+90.7%	COM	122017106
—	Worldpay, Inc. - Class A	168,145	$12.85M	0.3%	$82.24	—	CL A	981558109
WTW	Willis Towers Watson Public Limited Company	83,934	$12.75M	0.3%	$105.66	+28.5%	SHS	G96629103
WEN	Wendy's Company (The)	810,280	$12.65M	0.3%	$12.75	+33.7%	COM	95058W100
IQV	IQVIA Holdings Inc.	102,886	$11.95M	0.3%	$101.80	+19.0%	COM	46266C105
—	A.O. Smith Corporation	277,505	$11.85M	0.3%	$51.28	—	COM	04544X300
SCI	Service Corporation International	291,960	$11.75M	0.3%	$27.48	+58.0%	COM	817565104
MTD	Mettler-Toledo International Inc.	20,405	$11.54M	0.3%	$570.48	+1.8%	COM	592688105
—	QTS Realty Trust, Inc.	309,685	$11.47M	0.3%	$45.84	—	COM CL A	74736A103
CDW	CDW Corporation	140,940	$11.42M	0.3%	$28.50	+177.3%	COM	12514G108
RVTY	PerkinElmer, Inc.	139,595	$10.96M	0.3%	$84.34	-1.6%	COM	714046109
—	Cooper Companies, Inc. (The)	42,050	$10.7M	0.3%	$120.96	—	COM	216648402
BR	Broadridge Financial Solutions, Inc.	109,495	$10.54M	0.3%	$95.77	0.0%	COM	11133T103
LW	Lamb Weston Holdings, Inc.	142,255	$10.46M	0.3%	$35.45	+93.9%	COM	513272104
SXT	Sensient Technoligies Corporation	184,835	$10.32M	0.3%	$63.89	+2.3%	COM	81725T100
VMC	Vulcan Material Company	104,215	$10.3M	0.3%	$115.29	-17.4%	COM	929160109
RPM	RPM International, Inc.	171,636	$10.09M	0.3%	$43.68	+40.2%	COM	749685103
WH	Wyndham Hotels & Resorts, Inc.	221,170	$10.03M	0.3%	$59.40	-18.3%	COM	98311A105
ABT	Abbott Laboratories	136,965	$9.906M	0.3%	$35.96	+72.8%	COM	002824100
CNS	Cohen & Steers, Inc.	287,980	$9.883M	0.3%	$24.12	+12.6%	COM	19247A100
WAB	Westinghouse Air Brake Technologies Corporation	134,970	$9.481M	0.2%	$57.86	+44.4%	COM	929740108
KMX	CarMax, Inc.	150,475	$9.439M	0.2%	$49.82	+32.5%	COM	143130102
STZ	Constellation Brands, Inc.	57,980	$9.324M	0.2%	$129.25	+36.9%	CL A	21036P108
MCHP	Microchip Technology Inc.	129,600	$9.32M	0.2%	$13.83	+123.3%	COM	595017104
—	PolyOne Corporation	316,575	$9.054M	0.2%	$33.67	—	COM	73179P106
IEX	IDEX Corporation	71,225	$8.992M	0.2%	$45.08	+172.3%	COM	45167R104
EXPE	Expedia, Inc.	78,930	$8.891M	0.2%	$126.35	-7.6%	COM	30212P303
CVX	Chevron Corporation	81,510	$8.867M	0.2%	$88.91	-4.7%	COM	166764100
PNC	PNC Financial Services Group, Inc.	75,700	$8.85M	0.2%	$48.63	+103.5%	COM	693475105
AME	AMETEK, Inc.	130,100	$8.807M	0.2%	$39.87	+71.5%	COM	031100100
FBIN	Fortune Brands Home & Security, Inc.	229,880	$8.733M	0.2%	$30.09	+12.5%	COM	34964C106
AJG	Arthur J. Gallagher & Co.	118,255	$8.715M	0.2%	$60.48	+12.4%	COM	363576109
CAG	Conagra Brands, Inc.	405,012	$8.651M	0.2%	$24.32	0.0%	COM	205887102
BJ	BJ's Wholesale Club, Inc.	388,920	$8.618M	0.2%	$25.80	-10.9%	COM	05550J101
—	Red Hat, Inc.	48,830	$8.576M	0.2%	$75.17	—	COM	756577102
NDSN	Nordson Corporation	71,400	$8.521M	0.2%	$67.22	+69.0%	COM	655663102
—	CDK Global, Inc.	173,335	$8.299M	0.2%	$41.03	—	COM	12508E101
WPC	W.P. Carey Inc.	123,020	$8.038M	0.2%	$62.12	—	COM	92936U109
T	AT&T Inc.	259,670	$7.41M	0.2%	$12.83	+9.3%	COM	00206R102
HBAN	Huntington Bancshares Incorporated	616,625	$7.35M	0.2%	$6.81	+46.2%	COM	446150104
SEIC	SEI Investments Company	158,030	$7.3M	0.2%	$36.91	+29.4%	COM	784117103
DORM	Dorman Products, Inc.	78,845	$7.097M	0.2%	$52.40	+52.5%	COM	258278100
—	CyberArk Software Ltd.	94,695	$7.02M	0.2%	$48.25	—	SHS	M2682V108
ICLR	ICON plc	54,025	$6.98M	0.2%	$72.10	+91.6%	SHS	G4705A100
SWK	Stanley Black & Decker Inc.	57,140	$6.841M	0.2%	$115.22	-11.9%	COM	854502101
—	Imperva, Inc.	122,180	$6.804M	0.2%	$44.97	—	COM	45321L100
1741046D	STERIS plc	63,190	$6.751M	0.2%	$75.22	—	SHS USD	G84720104
—	Vocera Communicaitons, Inc.	170,476	$6.708M	0.2%	$13.93	—	COM	92857F107
IIIV	i3 Verticals, Inc. - Class A	277,855	$6.696M	0.2%	$17.86	+17.1%	COM CL A	46571Y107
CMS	CMS Energy Corporation	134,355	$6.67M	0.2%	$38.27	+7.1%	COM	125896100
AVY	Avery Dennison Corporation	73,890	$6.637M	0.2%	$92.63	-10.5%	COM	053611109
GIS	General Mills, Inc.	166,260	$6.474M	0.2%	$34.81	-5.3%	COM	370334104
EXLS	ExlService Holdings, Inc.	122,365	$6.438M	0.2%	$10.12	+14.9%	COM	302081104
ADI	Analog Devices, Inc.	74,675	$6.409M	0.2%	$71.25	+6.4%	COM	032654105
REGN	Regeneron Pharmaceuticals, Inc.	16,985	$6.343M	0.2%	$410.06	-11.2%	COM	75886F107
EMR	Emerson Electric Co.	104,675	$6.254M	0.2%	$55.99	+1.8%	COM	291011104
BRO	Brown & Brown, Inc.	224,020	$6.173M	0.2%	$19.27	+39.2%	COM	115236101
MORN	Morningstar, Inc.	56,080	$6.159M	0.2%	$70.51	+66.2%	COM	617700109
ICFI	ICF International, Inc.	94,760	$6.138M	0.2%	$41.16	+70.2%	COM	44925C103
DLR	Digital Realty Trust, Inc.	57,593	$6.136M	0.2%	$84.21	+2.3%	COM	253868103
—	US Ecology, Inc.	97,280	$6.126M	0.2%	$49.90	—	COM	91732J102
HCSG	Healthcare Services Group, Inc.	152,385	$6.122M	0.2%	$40.26	+5.0%	COM	421906108
WEC	WEC Energy Group, Inc.	87,650	$6.07M	0.2%	$48.74	+14.9%	COM	92939U106
TFX	Teleflex Incorporated	23,405	$6.049M	0.2%	$72.96	+232.9%	COM	879369106
—	WNS (Holdings) Limited	145,950	$6.021M	0.2%	$29.88	—	SPON ADR	92932M101
PCTY	Paylocity Holding Corporation	99,840	$6.011M	0.2%	$35.86	+78.8%	COM	70438V106
EEFT	Euronet Worldwide, Inc.	58,560	$5.995M	0.2%	$34.90	+217.3%	COM	298736109
—	Wright Medical Group N.V.	218,985	$5.96M	0.2%	$22.27	—	ORD SHS 0.03 PAR	N96617118
KHC	Kraft Heinz Company (The)	137,855	$5.933M	0.2%	$44.15	-17.0%	COM	500754106
HEI	HEICO Corporation	75,863	$5.877M	0.2%	$41.36	+101.6%	COM	422806109
PII	Polaris Industries Inc.	76,495	$5.865M	0.2%	$119.72	-24.9%	COM	731068102
VRTX	Vertex Pharmaceuticals Incorporated	35,230	$5.837M	0.2%	$164.80	+5.1%	COM	92532F100
PG	Proctor & Gamble Company (The)	61,770	$5.677M	0.1%	$64.75	+15.4%	COM	742718109
—	Black Knight, Inc.	125,410	$5.65M	0.1%	$44.14	—	CL A	09215C105
QTWO	Q2 Holdings, Inc.	113,630	$5.63M	0.1%	$24.48	+108.5%	COM	74736L109
OLLI	Ollie's Bargain Outlet Holdings, Inc.	83,450	$5.55M	0.1%	$40.36	+106.2%	COM	681116109
—	Ritchie Bros. Auctioneers Incorporated	168,220	$5.504M	0.1%	$30.07	—	COM	767744105
GBCI	Glacier Bancorp, Inc.	138,530	$5.488M	0.1%	$15.25	+123.8%	COM	37637Q105
MUSA	Murphy USA Inc.	71,425	$5.474M	0.1%	$64.25	+19.3%	COM	626755102
SMTC	Semtech Corporation	118,270	$5.425M	0.1%	$40.17	+18.5%	COM	816850101
RPD	Rapid7, Inc.	173,335	$5.401M	0.1%	$26.47	+23.7%	COM	753422104
—	Beacon Roofing Supply, Inc.	165,740	$5.257M	0.1%	$36.44	—	COM	073685109
NOMD	Nomad Foods Ltd.	314,110	$5.251M	0.1%	$15.32	+24.2%	USD ORD SHS	G6564A105
EQIX	Equinix, Inc.	14,835	$5.23M	0.1%	$357.92	-4.8%	COM PAR $0.001	29444U700
ODFL	Old Dominion Freight Line, Inc.	42,340	$5.228M	0.1%	$21.71	+97.6%	COM	679580100
—	Advanced Disposal Services, Inc.	216,770	$5.189M	0.1%	$23.94	—	COM	00790X101
R	Ryder System, Inc.	107,745	$5.187M	0.1%	$75.93	-24.5%	COM	783549108
BL	BlackLine, Inc.	126,315	$5.172M	0.1%	$34.69	+22.5%	COM	09239B109
DSGX	Descartes Systems Group, Inc.	193,835	$5.128M	0.1%	$15.88	+84.2%	COM	249906108
TECH	Bio-Techne Corp.	35,175	$5.09M	0.1%	$21.39	+88.9%	COM	09073M104
EVH	Evolent Health, Inc.	249,935	$4.986M	0.1%	$23.29	-0.7%	CL A	30050B101
—	Envestnet, Inc.	100,975	$4.966M	0.1%	$36.65	—	COM	29404K106
—	Tabula Rasa HealthCare, Inc.	77,485	$4.94M	0.1%	$56.38	—	COM	873379101
—	SunTrust Banks, Inc.	97,080	$4.896M	0.1%	$40.65	—	COM	867914103
FHN	First Horizon National Corporation	370,840	$4.88M	0.1%	$14.35	-17.5%	COM	320517105
—	Alexion Pharmaceuticals, Inc.	48,505	$4.722M	0.1%	$112.93	—	COM	015351109
—	BMC Stock Holdings, Inc.	303,710	$4.701M	0.1%	$21.95	—	COM	05591B109
FFBC	First Financial Bancorp.	197,569	$4.686M	0.1%	$10.77	+82.1%	COM	320209109
WY	Weyerhaeuser Company	212,310	$4.641M	0.1%	$23.12	-13.0%	COM	962166104
POWI	Power Integrations, Inc.	75,575	$4.608M	0.1%	$33.55	-18.1%	COM	739276103
MRTN	Marten Transport, Ltd.	283,697	$4.593M	0.1%	$6.60	+58.9%	COM	573075108
RRX	Regal-Beloit Corporation	65,290	$4.573M	0.1%	$71.46	+5.8%	COM	758750103
PBH	Prestige Brands Holdings, Inc.	147,940	$4.568M	0.1%	$37.09	-1.6%	COM	74112D101
LZB	La-Z-Boy Incorporated	164,665	$4.562M	0.1%	$20.56	+37.2%	COM	505336107
—	Syneos Health, Inc.	113,065	$4.449M	0.1%	$38.56	—	CL A	87166B102
—	GCP Applied Technologies Inc.	180,820	$4.439M	0.1%	$32.56	—	COM	36164Y101
—	Bottomline Technologies (de), Inc.	91,675	$4.4M	0.1%	$25.13	—	COM	101388106
VREX	Varex Imaging Corporation	185,510	$4.392M	0.1%	$30.72	-17.3%	COM	92214X106
RHI	Robert Half International Inc.	74,040	$4.235M	0.1%	$43.07	+42.5%	COM	770323103
GPMT	Granite Point Mortgage Trust Inc.	234,686	$4.231M	0.1%	$16.66	—	COM	38741L107
WERN	Werner Enterprises, Inc.	142,615	$4.212M	0.1%	$26.31	+23.9%	COM	950755108
—	IBERIABANK Corporation	63,750	$4.097M	0.1%	$62.39	—	COM	450828108
—	SP Plus Corporation	138,356	$4.087M	0.1%	$26.01	—	COM	78469C103
—	Ultimate Software Group, Inc. (The)	16,285	$3.987M	0.1%	$244.83	—	COM	90385D107
HAS	Hasbro, Inc.	47,115	$3.828M	0.1%	$71.59	0.0%	COM	418056107
EVTC	EVERTEC, Inc.	129,885	$3.727M	0.1%	$25.19	0.0%	COM	30040P103
GPC	Genuine Parts Company	37,590	$3.609M	0.1%	$79.19	+1.6%	COM	372460105
GWRE	Guidewire Software, Inc.	44,760	$3.591M	0.1%	$87.19	0.0%	COM	40171V100
PSMT	PriceSmart, Inc.	59,075	$3.491M	0.1%	$74.76	-16.6%	COM	741511109
TILE	Interface, Inc.	236,810	$3.374M	0.1%	$18.22	-5.7%	COM	458665304
WMB	Williams Companies, Inc. (The)	146,219	$3.224M	0.1%	$19.23	-12.9%	COM	969457100
—	Raytheon Company	20,570	$3.154M	0.1%	$206.64	—	COM	755111507
—	Acacia Communications, Inc.	81,525	$3.097M	0.1%	$36.81	—	COM	00401C108
VEEV	Veeva Systems Inc. - Class A	34,655	$3.095M	0.1%	$91.36	0.0%	CL A COM	922475108
HRL	Hormel Foods Corporation	71,335	$3.044M	0.1%	$26.61	+34.1%	COM	440452100
—	Potbelly Corporation	374,770	$3.016M	0.1%	$12.13	—	COM	73754Y100
—	Control4 Corporation	170,640	$3.003M	0.1%	$21.80	—	COM	21240D107
—	Six Flags Entertainment Corporation	46,315	$2.576M	0.1%	$36.25	—	COM	83001A102
CSV	Carriage Services, Inc.	157,905	$2.447M	0.1%	$16.75	-5.4%	COM	143905107
—	Cedar Fair, L.P.	43,946	$2.078M	0.1%	$55.44	—	DEPOSITORY UNIT	150185106
—	Maxim Integrated Products	40,425	$2.055M	0.1%	$39.50	—	COM	57772K101
—	EnLink Midstream Partners, LP	175,000	$1.926M	0.1%	$26.86	—	COM UNIT REP LTD	29336U107
MELI	MercadoLibre, Inc.	5,000	$1.464M	0.0%	$108.38	+199.0%	COM	58733R102
AVD	American Vanguard Corporation	89,490	$1.359M	0.0%	$19.46	-18.1%	COM	030371108
ZBRA	Zebra Technologies Corporation	8,285	$1.319M	0.0%	$60.41	+175.6%	CL A	989207105
JKHY	Jack Henry and Associates, Inc.	6,000	$759K	0.0%	$39.46	+230.4%	COM	426281101
MRSH	Marsh & McLennan Companies, Inc.	6,700	$534K	0.0%	$31.19	+138.8%	COM	571748102
MHK	Mohawk Industries, Inc.	3,400	$397K	0.0%	$223.07	-40.2%	COM	608190104
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	3,000	$243K	0.0%	$81.00	—	IBOXX HI YD ETF	464288513
DIS	Walt Disney Company (The)	1,200	$131K	0.0%	$97.17	+12.3%	COM DISNEY	254687106
DRI	Darden Restaurants, Inc.	200	$19,000	0.0%	$68.72	+27.8%	COM	237194105
BMY	Bristol-Myers Squibb Company	300	$15,000	0.0%	$44.98	-8.9%	COM	110122108