Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	318,586	$67.01M	4.0%	$79.55	+152.4%	COM	594918104
BABA	ALIBABA GROUP HLDG LTD	187,002	$54.98M	3.3%	$107.58	—	SPONSORED ADS	01609W102
GOOGL	ALPHABET INC	27,715	$40.62M	2.4%	$60.31	+25.4%	CAP STK CL A	02079K305
META	FACEBOOK INC	133,727	$35.02M	2.1%	$177.78	+44.1%	CL A	30303M102
ISRG	INTUITIVE SURGICAL INC	39,717	$28.18M	1.7%	$185.22	+21.2%	COM NEW	46120E602
V	VISA INC	133,078	$26.61M	1.6%	$132.82	+44.7%	COM CL A	92826C839
JNJ	JOHNSON & JOHNSON	173,698	$25.86M	1.6%	$94.92	+33.8%	COM	478160104
AMZN	AMAZON COM INC	8,188	$25.78M	1.6%	$81.59	+93.2%	COM	023135106
NKE	NIKE INC	201,644	$25.31M	1.5%	$63.95	+55.8%	CL B	654106103
MA	MASTERCARD INCORPORATED	71,016	$24.02M	1.4%	$242.07	+30.4%	CL A	57636Q104
BMY	BRISTOL-MYERS SQUIBB CO	367,380	$22.15M	1.3%	$41.03	+18.4%	COM	110122108
EL	LAUDER ESTEE COS INC	101,388	$22.13M	1.3%	$107.69	+77.2%	CL A	518439104
AAPL	APPLE INC	181,159	$20.98M	1.3%	$90.07	+17.7%	COM	037833100
VCSH	VANGUARD SCOTTSDALE FDS	250,000	$20.71M	1.2%	$79.76	—	SHRT TRM CORP BD	92206C409
MDT	MEDTRONIC PLC	193,941	$20.15M	1.2%	$76.90	+12.1%	SHS	G5960L103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	242,802	$19.68M	1.2%	$43.47	—	SPONSORED ADS	874039100
ADBE	ADOBE SYSTEMS INCORPORATED	36,731	$18.01M	1.1%	$213.58	+117.8%	COM	00724F101
—	MARVELL TECHNOLOGY GROUP LTD	439,423	$17.45M	1.1%	$32.33	—	ORD	G5876H105
FISV	FISERV INC	163,719	$16.87M	1.0%	$105.98	-6.0%	COM	337738108
BF/B	BROWN FORMAN CORP	212,115	$15.98M	1.0%	$41.25	+56.9%	CL B	115637209
VOO	VANGUARD INDEX FDS	50,970	$15.68M	0.9%	$240.63	—	S&P 500 ETF SHS	922908363
VEEV	VEEVA SYS INC	51,673	$14.53M	0.9%	$92.54	+184.8%	CL A COM	922475108
AKAM	AKAMAI TECHNOLOGIES INC	118,500	$13.1M	0.8%	$94.31	+17.7%	COM	00971T101
CHD	CHURCH & DWIGHT INC	138,357	$12.96M	0.8%	$52.07	+63.6%	COM	171340102
ROKU	ROKU INC	68,520	$12.94M	0.8%	$110.01	+43.7%	COM CL A	77543R102
EXPE	EXPEDIA GROUP INC	136,564	$12.52M	0.8%	$89.22	0.0%	COM NEW	30212P303
GILD	GILEAD SCIENCES INC	195,851	$12.38M	0.7%	$54.61	+2.8%	COM	375558103
TJX	TJX COS INC NEW	215,624	$12M	0.7%	$47.91	+4.5%	COM	872540109
MRK	MERCK & CO. INC	143,529	$11.91M	0.7%	$57.54	+14.6%	COM	58933Y105
ORCL	ORACLE CORP	198,743	$11.87M	0.7%	$43.92	+20.1%	COM	68389X105
NET	CLOUDFLARE INC	280,311	$11.51M	0.7%	$35.40	+8.2%	CL A COM	18915M107
CRM	SALESFORCE COM INC	45,659	$11.47M	0.7%	$155.52	+39.1%	COM	79466L302
COST	COSTCO WHSL CORP NEW	31,826	$11.3M	0.7%	$266.51	+16.0%	COM	22160K105
MU	MICRON TECHNOLOGY INC	239,706	$11.26M	0.7%	$43.33	+9.0%	COM	595112103
—	MYOKARDIA INC	78,633	$10.72M	0.6%	$60.10	—	COM	62857M105
—	SEAGATE TECHNOLOGY PLC	212,211	$10.46M	0.6%	$45.78	—	SHS	G7945M107
DIS	DISNEY WALT CO	82,913	$10.29M	0.6%	$120.10	+1.7%	COM DISNEY	254687106
CVS	CVS HEALTH CORP	170,101	$9.933M	0.6%	$51.33	+2.0%	COM	126650100
MDLZ	MONDELEZ INTL INC	171,145	$9.832M	0.6%	$36.60	+32.7%	CL A	609207105
INTC	INTEL CORP	189,301	$9.802M	0.6%	$45.03	+3.3%	COM	458140100
CL	COLGATE PALMOLIVE CO	125,796	$9.705M	0.6%	$58.07	+16.0%	COM	194162103
UNH	UNITEDHEALTH GROUP INC	30,172	$9.406M	0.6%	$120.03	+134.3%	COM	91324P102
TMO	THERMO FISHER SCIENTIFIC INC	21,157	$9.341M	0.6%	$223.60	+82.2%	COM	883556102
BDX	BECTON DICKINSON & CO	40,127	$9.337M	0.6%	$201.04	+12.1%	COM	075887109
HDB	HDFC BANK LTD	185,583	$9.271M	0.6%	$56.78	—	SPONSORED ADS	40415F101
PFE	PFIZER INC	250,993	$9.212M	0.6%	$19.58	+38.4%	COM	717081103
—	CERNER CORP	124,972	$9.034M	0.5%	$62.36	—	COM	156782104
DECK	DECKERS OUTDOOR CORP	40,464	$8.903M	0.5%	$15.99	+116.3%	COM	243537107
OMCL	OMNICELL COM	118,335	$8.835M	0.5%	$64.56	+7.3%	COM	68213N109
IRTC	IRHYTHM TECHNOLOGIES INC	35,485	$8.449M	0.5%	$83.03	+113.1%	COM	450056106
—	VMWARE INC	58,751	$8.441M	0.5%	$146.26	—	CL A COM	928563402
PTC	PTC INC	100,913	$8.347M	0.5%	$73.55	+15.8%	COM	69370C100
PEP	PEPSICO INC	58,901	$8.163M	0.5%	$77.51	+48.6%	COM	713448108
TAL	TAL EDUCATION GROUP	107,070	$8.141M	0.5%	$43.31	—	SPONSORED ADS	874080104
NBIX	NEUROCRINE BIOSCIENCES INC	84,618	$8.136M	0.5%	$60.73	+90.5%	COM	64125C109
NOW	SERVICENOW INC	16,181	$7.847M	0.5%	$47.55	+87.8%	COM	81762P102
EPAM	EPAM SYS INC	24,249	$7.84M	0.5%	$124.23	+140.4%	COM	29414B104
LULU	LULULEMON ATHLETICA INC	23,783	$7.833M	0.5%	$259.20	+28.7%	COM	550021109
—	QUIDEL CORP	34,981	$7.674M	0.5%	$65.00	—	COM	74838J101
CDNS	CADENCE DESIGN SYSTEM INC	71,885	$7.666M	0.5%	$83.71	+25.7%	COM	127387108
PAG	PENSKE AUTOMOTIVE GRP INC	160,320	$7.641M	0.5%	$31.79	+46.1%	COM	70959W103
EW	EDWARDS LIFESCIENCES CORP	95,392	$7.614M	0.5%	$62.26	+25.3%	COM	28176E108
ELAN	ELANCO ANIMAL HEALTH INC	269,983	$7.541M	0.5%	$29.70	-14.7%	COM	28414H103
HON	HONEYWELL INTL INC	45,120	$7.427M	0.4%	$143.37	-7.1%	COM	438516106
SPGI	S&P GLOBAL INC	20,499	$7.392M	0.4%	$243.06	+38.8%	COM	78409V104
ICUI	ICU MED INC	40,000	$7.31M	0.4%	$63.83	+194.9%	COM	44930G107
SYK	STRYKER CORPORATION	34,491	$7.187M	0.4%	$135.31	+35.7%	COM	863667101
PEGA	PEGASYSTEMS INC	59,352	$7.184M	0.4%	$29.29	+96.3%	COM	705573103
PBR	PETROLEO BRASILEIRO SA PETRO	1,000,000	$7.12M	0.4%	$13.61	—	SPONSORED ADR	71654V408
TOL	TOLL BROTHERS INC	144,783	$7.045M	0.4%	$37.23	+8.6%	COM	889478103
LMT	LOCKHEED MARTIN CORP	18,271	$7.003M	0.4%	$95.20	+245.6%	COM	539830109
MO	ALTRIA GROUP INC	180,745	$6.984M	0.4%	$28.03	-3.0%	COM	02209S103
ROP	ROPER TECHNOLOGIES INC	17,586	$6.948M	0.4%	$364.57	+10.5%	COM	776696106
FDX	FEDEX CORP	27,440	$6.902M	0.4%	$127.16	+42.3%	COM	31428X106
DHR	DANAHER CORPORATION	31,499	$6.782M	0.4%	$122.21	+42.1%	COM	235851102
NOC	NORTHROP GRUMMAN CORP	21,371	$6.742M	0.4%	$93.27	+219.6%	COM	666807102
—	DISCOVERY INC	300,605	$6.544M	0.4%	$27.04	—	COM SER A	25470F104
BIIB	BIOGEN INC	22,961	$6.513M	0.4%	$297.95	-6.4%	COM	09062X103
—	REATA PHARMACEUTICALS INC	66,750	$6.503M	0.4%	$59.30	—	CL A	75615P103
NFLX	NETFLIX INC	12,987	$6.494M	0.4%	$32.32	+54.0%	COM	64110L106
JPM	JPMORGAN CHASE & CO	66,502	$6.402M	0.4%	$82.21	+3.9%	COM	46625H100
PINS	PINTEREST INC	152,617	$6.335M	0.4%	$19.47	+67.4%	CL A	72352L106
—	E TRADE FINANCIAL CORP	123,767	$6.195M	0.4%	$40.48	—	COM NEW	269246401
PG	PROCTER AND GAMBLE CO	44,319	$6.16M	0.4%	$84.73	+37.3%	COM	742718109
PTON	PELOTON INTERACTIVE INC	61,591	$6.112M	0.4%	$49.52	+48.6%	CL A COM	70614W100
—	CHINA MOBILE LIMITED	186,108	$5.986M	0.4%	$46.81	—	SPONSORED ADR	16941M109
VRTX	VERTEX PHARMACEUTICALS INC	21,922	$5.966M	0.4%	$174.13	+58.4%	COM	92532F100
INFY	INFOSYS LTD	431,244	$5.955M	0.4%	$12.18	—	SPONSORED ADR	456788108
WFC	WELLS FARGO CO NEW	250,015	$5.878M	0.4%	$30.14	-27.6%	COM	949746101
ACN	ACCENTURE PLC IRELAND	25,969	$5.869M	0.4%	$173.35	+22.5%	SHS CLASS A	G1151C101
NEO	NEOGENOMICS INC	158,104	$5.832M	0.4%	$20.42	+82.1%	COM NEW	64049M209
CSCO	CISCO SYS INC	147,225	$5.799M	0.3%	$36.19	+2.4%	COM	17275R102
AZO	AUTOZONE INC	4,656	$5.483M	0.3%	$505.57	+133.7%	COM	053332102
ICLR	ICON PLC	28,175	$5.384M	0.3%	$151.44	+21.4%	SHS	G4705A100
VRSK	VERISK ANALYTICS INC	27,903	$5.171M	0.3%	$176.86	0.0%	COM	92345Y106
PWR	QUANTA SVCS INC	97,803	$5.169M	0.3%	$28.62	+60.8%	COM	74762E102
NTRA	NATERA INC	71,018	$5.13M	0.3%	$22.06	+157.7%	COM	632307104
NEM	NEWMONT CORP	80,705	$5.121M	0.3%	$25.80	+113.7%	COM	651639106
NVDA	NVIDIA CORPORATION	9,297	$5.032M	0.3%	$11.60	0.0%	COM	67066G104
INTU	INTUIT	15,349	$5.007M	0.3%	$250.18	+21.0%	COM	461202103
—	SVMK INC	226,241	$5.002M	0.3%	$14.19	—	COM	78489X103
EXAS	EXACT SCIENCES CORP	48,505	$4.945M	0.3%	$85.18	+1.4%	COM	30063P105
PPL	PPL CORP	179,641	$4.888M	0.3%	$23.31	-7.0%	COM	69351T106
TCOM	TRIP COM GROUP LTD	155,440	$4.84M	0.3%	$32.02	—	ADS	89677Q107
OC	OWENS CORNING NEW	70,008	$4.817M	0.3%	$49.55	+29.4%	COM	690742101
WRB	BERKLEY W R CORP	77,163	$4.718M	0.3%	$14.06	+72.5%	COM	084423102
TDOC	TELADOC HEALTH INC	21,416	$4.695M	0.3%	$61.05	+246.9%	COM	87918A105
—	LABORATORY CORP AMER HLDGS	24,888	$4.686M	0.3%	$157.94	—	COM NEW	50540R409
HUN	HUNTSMAN CORP	210,000	$4.664M	0.3%	$18.73	+9.9%	COM	447011107
SRPT	SAREPTA THERAPEUTICS INC	32,931	$4.624M	0.3%	$127.27	+19.4%	COM	803607100
—	NEW RELIC INC	81,298	$4.582M	0.3%	$64.60	—	COM	64829B100
FTCHQ	FARFETCH LTD	179,475	$4.516M	0.3%	$23.06	+7.5%	ORD SH CL A	30744W107
SCHW	SCHWAB CHARLES CORP	121,904	$4.417M	0.3%	$39.61	-18.2%	COM	808513105
DBX	DROPBOX INC	228,400	$4.398M	0.3%	$26.61	-21.7%	CL A	26210C104
AMGN	AMGEN INC	17,213	$4.375M	0.3%	$114.66	+82.7%	COM	031162100
SYF	SYNCHRONY FINANCIAL	166,584	$4.36M	0.3%	$28.47	-24.8%	COM	87165B103
GWRE	GUIDEWIRE SOFTWARE INC	41,768	$4.356M	0.3%	$104.82	+7.2%	COM	40171V100
POST	POST HLDGS INC	50,640	$4.355M	0.3%	$31.16	+83.1%	COM	737446104
IQV	IQVIA HLDGS INC	27,461	$4.328M	0.3%	$131.94	+18.8%	COM	46266C105
ESE	ESCO TECHNOLOGIES INC	53,000	$4.27M	0.3%	$32.18	+163.5%	COM	296315104
GOOS	CANADA GOOSE HLDGS INC	131,371	$4.226M	0.3%	$41.43	-40.6%	SHS SUB VTG	135086106
—	GRUBHUB INC	58,200	$4.21M	0.3%	$72.34	—	COM	400110102
CHWY	CHEWY INC	75,614	$4.146M	0.2%	$53.96	0.0%	CL A	16679L109
—	TD AMERITRADE HLDG CORP	105,717	$4.139M	0.2%	$35.33	—	COM	87236Y108
MELI	MERCADOLIBRE INC	3,811	$4.125M	0.2%	$617.91	+75.6%	COM	58733R102
BKNG	BOOKING HOLDINGS INC	2,409	$4.12M	0.2%	$1885.66	-8.4%	COM	09857L108
BIDU	BAIDU INC	32,514	$4.116M	0.2%	$177.43	—	SPON ADR REP A	056752108
—	GLAXOSMITHKLINE PLC	108,444	$4.082M	0.2%	$37.89	—	SPONSORED ADR	37733W105
HD	HOME DEPOT INC	14,394	$3.997M	0.2%	$195.95	+21.3%	COM	437076102
CPA	COPA HOLDINGS SA	78,600	$3.957M	0.2%	$41.66	+3.1%	CL A	P31076105
WMB	WILLIAMS COS INC	200,470	$3.939M	0.2%	$18.68	-17.5%	COM	969457100
—	VIVINT SOLAR INC	93,000	$3.939M	0.2%	$42.35	—	COM	92854Q106
PDD	PINDUODUO INC	53,017	$3.931M	0.2%	$85.17	—	SPONSORED ADS	722304102
—	INOVALON HLDGS INC	147,660	$3.906M	0.2%	$20.09	—	COM CL A	45781D101
FOXA	FOX CORP	139,982	$3.896M	0.2%	$24.66	0.0%	CL A COM	35137L105
HUYA	HUYA INC	160,004	$3.832M	0.2%	$23.28	—	ADS REP SHS A	44852D108
KMPR	KEMPER CORP	57,000	$3.809M	0.2%	$77.97	-2.6%	COM	488401100
—	ALEXION PHARMACEUTICALS INC	32,642	$3.735M	0.2%	$129.89	—	COM	015351109
RGNX	REGENXBIO INC	135,475	$3.728M	0.2%	$36.08	-9.6%	COM	75901B107
—	CONNS INC	350,000	$3.703M	0.2%	$49.47	—	COM	208242107
ABBV	ABBVIE INC	41,888	$3.669M	0.2%	$64.87	+17.6%	COM	00287Y109
BEN	FRANKLIN RESOURCES INC	180,034	$3.664M	0.2%	$20.89	-23.0%	COM	354613101
HII	HUNTINGTON INGALLS INDS INC	25,554	$3.596M	0.2%	$153.51	-7.4%	COM	446413106
REAL	THE REALREAL INC	247,047	$3.575M	0.2%	$20.10	-23.9%	COM	88339P101
C	CITIGROUP INC	81,641	$3.52M	0.2%	$53.59	-23.5%	COM NEW	172967424
EHTH	EHEALTH INC	44,300	$3.5M	0.2%	$101.40	-20.1%	COM	28238P109
—	VARIAN MED SYS INC	20,289	$3.49M	0.2%	$172.01	—	COM	92220P105
ILMN	ILLUMINA INC	11,283	$3.487M	0.2%	$304.28	+13.2%	COM	452327109
STZ	CONSTELLATION BRANDS INC	18,335	$3.475M	0.2%	$151.89	+9.9%	CL A	21036P108
MSCI	MSCI INC	9,740	$3.474M	0.2%	$343.86	0.0%	COM	55354G100
TXN	TEXAS INSTRS INC	24,248	$3.463M	0.2%	$103.58	+12.8%	COM	882508104
DXCM	DEXCOM INC	8,370	$3.45M	0.2%	$35.14	+197.3%	COM	252131107
TECH	BIO-TECHNE CORP	13,819	$3.423M	0.2%	$43.61	+45.8%	COM	09073M104
RDY	DR REDDYS LABS LTD	49,064	$3.413M	0.2%	$46.39	—	ADR	256135203
ROK	ROCKWELL AUTOMATION INC	15,355	$3.389M	0.2%	$167.34	+21.7%	COM	773903109
—	TCR2 THERAPEUTICS INC	166,600	$3.385M	0.2%	$19.66	—	COM	87808K106
UPS	UNITED PARCEL SERVICE INC	19,972	$3.328M	0.2%	$80.71	+45.4%	CL B	911312106
EA	ELECTRONIC ARTS INC	25,318	$3.302M	0.2%	$89.32	+48.4%	COM	285512109
JKHY	HENRY JACK & ASSOC INC	19,915	$3.238M	0.2%	$133.49	+21.7%	COM	426281101
MMM	3M CO	20,176	$3.231M	0.2%	$108.70	+1.5%	COM	88579Y101
UNP	UNION PAC CORP	16,382	$3.225M	0.2%	$149.44	+10.3%	COM	907818108
SQM	SOCIEDAD QUIMICA Y MINERA DE	97,700	$3.167M	0.2%	$26.07	—	SPON ADR SER B	833635105
ON	ON SEMICONDUCTOR CORP	143,818	$3.12M	0.2%	$11.59	+83.1%	COM	682189105
PSX	PHILLIPS 66	60,060	$3.113M	0.2%	$42.30	+16.0%	COM	718546104
—	CHANGE HEALTHCARE INC	213,500	$3.098M	0.2%	$14.51	—	COM	15912K100
DXPE	DXP ENTERPRISES INC	190,000	$3.065M	0.2%	$85.45	-78.4%	COM NEW	233377407
PSTG	PURE STORAGE INC	198,402	$3.053M	0.2%	$17.95	-8.9%	CL A	74624M102
IBM	INTERNATIONAL BUSINESS MACHS	25,088	$3.052M	0.2%	$102.57	-8.5%	COM	459200101
SONO	SONOS INC	200,939	$3.05M	0.2%	$11.57	+27.3%	COM	83570H108
A	AGILENT TECHNOLOGIES INC	30,029	$3.031M	0.2%	$69.53	+34.1%	COM	00846U101
—	GLOBAL BLOOD THERAPEUTICS IN	54,900	$3.027M	0.2%	$58.29	—	COM	37890U108
MTN	VAIL RESORTS INC	13,809	$2.955M	0.2%	$236.57	-12.9%	COM	91879Q109
AFL	AFLAC INC	80,728	$2.935M	0.2%	$38.76	-17.2%	COM	001055102
TAP	MOLSON COORS BEVERAGE CO	86,558	$2.905M	0.2%	$55.98	-43.9%	CL B	60871R209
WIX	WIX COM LTD	11,136	$2.838M	0.2%	$119.97	+129.8%	SHS	M98068105
LEN	LENNAR CORP	34,295	$2.801M	0.2%	$47.54	+38.5%	CL A	526057104
MDRX	ALLSCRIPTS HEALTHCARE SOLUTN	341,468	$2.78M	0.2%	$10.78	-24.2%	COM	01988P108
—	XILINX INC	26,092	$2.72M	0.2%	$97.23	—	COM	983919101
VWO	VANGUARD INTL EQUITY INDEX F	62,200	$2.69M	0.2%	$36.34	—	FTSE EMR MKT ETF	922042858
ESPR	ESPERION THERAPEUTICS INC NE	70,700	$2.628M	0.2%	$31.07	+27.5%	COM	29664W105
XOM	EXXON MOBIL CORP	72,850	$2.501M	0.2%	$50.00	-35.4%	COM	30231G102
XYZ	SQUARE INC	15,337	$2.492M	0.1%	$141.19	0.0%	CL A	852234103
—	HMS HLDGS CORP	101,432	$2.43M	0.1%	$31.01	—	COM	40425J101
LBTYAUSD	LIBERTY GLOBAL PLC	115,497	$2.427M	0.1%	$21.42	—	SHS CL A	G5480U104
CME	CME GROUP INC	14,454	$2.418M	0.1%	$136.33	-0.1%	COM	12572Q105
KO	COCA COLA CO	48,969	$2.418M	0.1%	$35.32	+15.5%	COM	191216100
EOG	EOG RES INC	66,086	$2.375M	0.1%	$56.20	-38.0%	COM	26875P101
BAP	CREDICORP LTD	19,104	$2.369M	0.1%	$134.47	-12.3%	COM	G2519Y108
YUMC	YUM CHINA HLDGS INC	44,469	$2.355M	0.1%	$44.32	+19.4%	COM	98850P109
NTR	NUTRIEN LTD	60,000	$2.354M	0.1%	$38.74	-20.8%	COM	67077M108
—	BMC STK HLDGS INC	54,600	$2.339M	0.1%	$42.84	—	COM	05591B109
NTES	NETEASE INC	5,100	$2.319M	0.1%	$260.39	—	SPONSORED ADS	64110W102
RRX	REGAL BELOIT CORP	24,671	$2.316M	0.1%	$78.47	+20.8%	COM	758750103
TME	TENCENT MUSIC ENTMT GROUP	154,103	$2.276M	0.1%	$11.05	—	SPON ADS	88034P109
—	DISCOVERY INC	115,682	$2.267M	0.1%	$19.36	—	COM SER C	25470F302
PYPL	PAYPAL HLDGS INC	11,428	$2.252M	0.1%	$61.60	+205.1%	COM	70450Y103
DOCU	DOCUSIGN INC	10,136	$2.181M	0.1%	$47.10	+340.7%	COM	256163106
IJR	ISHARES TR	31,000	$2.177M	0.1%	$74.43	—	CORE S&P SCP ETF	464287804
ABT	ABBOTT LABS	19,923	$2.168M	0.1%	$68.91	+34.0%	COM	002824100
—	BLUEPRINT MEDICINES CORP	23,390	$2.168M	0.1%	$75.25	—	COM	09627Y109
BSX	BOSTON SCIENTIFIC CORP	55,466	$2.12M	0.1%	$41.93	-8.1%	COM	101137107
IBN	ICICI BANK LIMITED	214,000	$2.104M	0.1%	$8.88	—	ADR	45104G104
MEDP	MEDPACE HLDGS INC	18,211	$2.036M	0.1%	$115.63	0.0%	COM	58506Q109
REGN	REGENERON PHARMACEUTICALS	3,528	$1.975M	0.1%	$564.49	+6.8%	COM	75886F107
CNC	CENTENE CORP DEL	33,729	$1.967M	0.1%	$57.70	+7.7%	COM	15135B101
CI	CIGNA CORP NEW	11,564	$1.959M	0.1%	$190.77	-15.6%	COM	125523100
MPWR	MONOLITHIC PWR SYS INC	6,778	$1.895M	0.1%	$112.20	+123.0%	COM	609839105
—	SAGE THERAPEUTICS INC	30,000	$1.834M	0.1%	$64.69	—	COM	78667J108
SPG	SIMON PPTY GROUP INC NEW	28,165	$1.822M	0.1%	$114.12	-57.5%	COM	828806109
—	FLEXION THERAPEUTICS INC	168,100	$1.75M	0.1%	$19.44	—	COM	33938J106
BMRN	BIOMARIN PHARMACEUTICAL INC	22,811	$1.735M	0.1%	$94.41	+7.2%	COM	09061G101
ZTO	ZTO EXPRESS CAYMAN INC	57,969	$1.734M	0.1%	$36.71	—	SPONSORED ADS A	98980A105
—	IMMUNOMEDICS INC	20,100	$1.709M	0.1%	$85.02	—	COM	452907108
GDS	GDS HLDGS LTD	20,777	$1.7M	0.1%	$79.68	—	SPONSORED ADS	36165L108
ACWI	ISHARES TR	20,600	$1.646M	0.1%	$66.07	—	MSCI ACWI ETF	464288257
—	2U INC	47,012	$1.592M	0.1%	$37.81	—	COM	90214J101
—	BLUEBIRD BIO INC	29,400	$1.586M	0.1%	$119.63	—	COM	09609G100
GLOB	GLOBANT S A	8,827	$1.581M	0.1%	$95.76	+79.8%	COM	L44385109
IEMG	ISHARES INC	29,900	$1.579M	0.1%	$52.63	—	CORE MSCI EMKT	46434G103
—	BIOTELEMETRY INC	34,544	$1.575M	0.1%	$55.17	—	COM	090672106
PVH	PVH CORPORATION	26,368	$1.572M	0.1%	$114.87	-52.5%	COM	693656100
ALGN	ALIGN TECHNOLOGY INC	4,791	$1.568M	0.1%	$246.73	+23.7%	COM	016255101
—	NEW ORIENTAL ED & TECHNOLOGY	10,458	$1.563M	0.1%	$149.45	—	SPON ADR	647581107
KEYS	KEYSIGHT TECHNOLOGIES INC	14,453	$1.428M	0.1%	$98.22	0.0%	COM	49338L103
SPY	SPDR S&P 500 ETF TR	4,241	$1.42M	0.1%	$269.54	—	TR UNIT	78462F103
SONY	SONY CORP	17,814	$1.367M	0.1%	$76.74	—	SPONSORED ADR	835699307
—	TATA MTRS LTD	150,000	$1.364M	0.1%	$9.30	—	SPONSORED ADR	876568502
TSN	TYSON FOODS INC	22,363	$1.33M	0.1%	$51.39	+2.0%	CL A	902494103
—	TIFFANY & CO NEW	11,200	$1.302M	0.1%	$101.39	—	Call	886547108
SNPS	SYNOPSYS INC	6,042	$1.293M	0.1%	$142.23	+43.1%	COM	871607107
—	WRIGHT MED GROUP N V	42,300	$1.292M	0.1%	$30.54	—	ORD SHS	N96617118
FIS	FIDELITY NATL INFORMATION SV	8,749	$1.288M	0.1%	$118.95	+8.3%	COM	31620M106
GPN	GLOBAL PMTS INC	7,122	$1.265M	0.1%	$165.44	-0.1%	COM	37940X102
—	LIBERTY MEDIA CORP DEL	36,956	$1.223M	0.1%	$34.46	—	COM C SIRIUSXM	531229607
—	NEKTAR THERAPEUTICS	72,500	$1.203M	0.1%	$38.75	—	COM	640268108
—	DELPHI TECHNOLOGIES PL	70,800	$1.183M	0.1%	$16.71	—	SHS	G2709G107
CF	CF INDS HLDGS INC	38,373	$1.178M	0.1%	$33.37	-15.5%	COM	125269100
FMC	F M C CORP	10,998	$1.164M	0.1%	$74.53	+21.7%	COM NEW	302491303
—	AMEDISYS INC	4,482	$1.06M	0.1%	$118.51	—	COM	023436108
—	ZUORA INC	98,288	$1.016M	0.1%	$16.75	—	COM CL A	98983V106
GEN	NORTONLIFELOCK INC	47,996	$1M	0.1%	$12.38	+56.0%	COM	668771108
BP	BP PLC	55,863	$975K	0.1%	$27.80	—	SPONSORED ADR	055622104
—	LIONS GATE ENTMNT CORP	107,896	$941K	0.1%	$8.64	—	CL B NON VTG	535919500
AVGO	BROADCOM INC	2,509	$914K	0.1%	$23.93	+23.9%	COM	11135F101
—	AIMMUNE THERAPEUTICS INC	25,700	$885K	0.1%	$34.44	—	COM	00900T107
—	MAXIM INTEGRATED PRODS INC	13,009	$880K	0.1%	$67.65	—	COM	57772K101
—	SOGOU INC	98,474	$875K	0.1%	$8.89	—	ADR REPSTG A	83409V104
PANW	PALO ALTO NETWORKS INC	3,561	$871K	0.1%	$37.17	+11.9%	COM	697435105
—	CUBIC CORP	14,683	$854K	0.1%	$58.16	—	COM	229669106
—	SINA CORP	20,004	$852K	0.1%	$48.65	—	ORD	G81477104
FTNT	FORTINET INC	7,229	$852K	0.1%	$16.77	+54.0%	COM	34959E109
QCOM	QUALCOMM INC	7,231	$851K	0.1%	$95.15	0.0%	COM	747525103
LOW	LOWES COS INC	5,124	$850K	0.1%	$62.24	+124.7%	COM	548661107
ACNT	SYNALLOY CORP	150,000	$828K	0.0%	$13.42	-49.5%	COM	871565107
MOS	MOSAIC CO NEW	43,073	$787K	0.0%	$17.79	-18.0%	COM	61945C103
EFX	EQUIFAX INC	4,918	$771K	0.0%	$118.90	+32.4%	COM	294429105
AGIO	AGIOS PHARMACEUTICALS INC	21,600	$756K	0.0%	$62.92	-30.3%	COM	00847X104
NEE	NEXTERA ENERGY INC	2,682	$744K	0.0%	$51.17	+17.8%	COM	65339F101
SYY	SYSCO CORP	10,876	$677K	0.0%	$36.29	+38.9%	COM	871829107
—	PRA HEALTH SCIENCES INC	6,652	$675K	0.0%	$101.53	—	COM	69354M108
ALL	ALLSTATE CORP	6,902	$650K	0.0%	$86.00	-4.9%	COM	020002101
SNX	SYNNEX CORP	4,488	$628K	0.0%	$43.77	+34.6%	COM	87162W100
AFYA	AFYA LTD	22,724	$619K	0.0%	$22.46	+10.3%	CL A COM	G01125106
MTCH	MATCH GROUP INC NEW	5,464	$605K	0.0%	$103.47	0.0%	COM	57667L107
—	AEROJET ROCKETDYNE HLDGS INC	14,558	$581K	0.0%	$39.66	—	COM	007800105
ATO	ATMOS ENERGY CORP	6,054	$579K	0.0%	$91.03	-4.2%	COM	049560105
—	SAILPOINT TECHNLGIES HLDGS I	14,226	$563K	0.0%	$18.70	—	COM	78781P105
IWM	ISHARES TR	3,650	$547K	0.0%	$114.45	—	RUSSELL 2000 ETF	464287655
—	HOSTESS BRANDS INC	43,039	$531K	0.0%	$12.23	—	CL A	44109J106
CTVA	CORTEVA INC	18,317	$528K	0.0%	$24.50	+8.1%	COM	22052L104
EGP	EASTGROUP PPTY INC	3,942	$510K	0.0%	$118.72	—	COM	277276101
WLDN	WILLDAN GROUP INC	20,000	$510K	0.0%	$34.22	-21.2%	COM	96924N100
FAF	FIRST AMERN FINL CORP	10,017	$510K	0.0%	$42.91	0.0%	COM	31847R102
SBNY	SIGNATURE BK NEW YORK N Y	6,120	$508K	0.0%	$96.48	—	COM	82669G104
CLX	CLOROX CO DEL	2,375	$499K	0.0%	$126.65	+49.2%	COM	189054109
SWK	STANLEY BLACK & DECKER INC	3,063	$497K	0.0%	$131.16	0.0%	COM	854502101
—	KANSAS CITY SOUTHERN	2,727	$493K	0.0%	$92.09	—	COM NEW	485170302
PSA	PUBLIC STORAGE	2,042	$455K	0.0%	$158.07	+2.6%	COM	74460D109
CROX	CROCS INC	10,564	$451K	0.0%	$26.46	+46.2%	COM	227046109
—	BHP GROUP PLC	10,405	$444K	0.0%	$47.00	—	SPONSORED ADR	05545E209
NOMD	NOMAD FOODS LTD	16,395	$418K	0.0%	$23.74	0.0%	USD ORD SHS	G6564A105
BBBY	OVERSTOCK COM INC DEL	5,642	$410K	0.0%	$74.93	0.0%	COM	690370101
—	SANTANDER CONSUMER USA HDG I	22,444	$408K	0.0%	$18.31	—	COM	80283M101
LHX	L3HARRIS TECHNOLOGIES INC	2,375	$404K	0.0%	$167.75	-6.3%	COM	502431109
FCN	FTI CONSULTING INC	3,755	$398K	0.0%	$113.65	0.0%	COM	302941109
—	ASSEMBLY BIOSCIENCES INC	24,100	$396K	0.0%	$23.32	—	COM	045396108
ROCK	GIBRALTAR INDS INC	5,897	$384K	0.0%	$44.46	+32.7%	COM	374689107
GPI	GROUP 1 AUTOMOTIVE INC	4,192	$371K	0.0%	$85.17	0.0%	COM	398905109
—	DENBURY INC	20,900	$368K	0.0%	$17.61	—	COM	24790A101
—	PROOFPOINT INC	3,464	$366K	0.0%	$116.09	—	COM	743424103
AEM	AGNICO EAGLE MINES LTD	4,502	$359K	0.0%	$38.81	+72.5%	COM	008474108
SNOW	SNOWFLAKE INC	1,410	$354K	0.0%	$238.10	0.0%	CL A	833445109
GWW	GRAINGER W W INC	986	$352K	0.0%	$324.27	0.0%	COM	384802104
MGRC	MCGRATH RENTCORP	5,859	$349K	0.0%	$53.67	+12.3%	COM	580589109
KR	KROGER CO	10,176	$345K	0.0%	$30.80	0.0%	COM	501044101
—	PACWEST BANCORP DEL	20,017	$341K	0.0%	$17.04	—	COM	695263103
DFIN	DONNELLEY FINL SOLUTIONS INC	25,000	$334K	0.0%	$21.18	-51.1%	COM	25787G100
EGHT	8X8 INC NEW	20,567	$320K	0.0%	$20.24	-20.5%	COM	282914100
PAGS	PAGSEGURO DIGITAL LTD	8,300	$313K	0.0%	$29.93	+29.8%	COM CL A	G68707101
PHM	PULTE GROUP INC	6,760	$312K	0.0%	$40.52	0.0%	COM	745867101
—	SPX CORP	6,640	$308K	0.0%	$46.39	—	COM	784635104
—	CITRIX SYS INC	2,168	$299K	0.0%	$111.27	—	COM	177376100
—	INVESTORS BANCORP INC NEW	40,264	$293K	0.0%	$8.39	—	COM	46146L101
YETI	YETI HLDGS INC	6,383	$289K	0.0%	$30.04	+57.8%	COM	98585X104
JLL	JONES LANG LASALLE INC	3,005	$287K	0.0%	$103.07	-2.3%	COM	48020Q107
BJ	BJS WHSL CLUB HLDGS INC	6,825	$284K	0.0%	$41.34	0.0%	COM	05550J101
SGI	TEMPUR SEALY INTL INC	3,143	$280K	0.0%	$20.67	0.0%	COM	88023U101
KBR	KBR INC	12,483	$279K	0.0%	$20.39	+7.2%	COM	48242W106
PATK	PATRICK INDS INC	4,828	$278K	0.0%	$36.07	0.0%	COM	703343103
DELL	DELL TECHNOLOGIES INC	3,994	$270K	0.0%	$20.60	+38.8%	CL C	24703L202
TKR	TIMKEN CO	4,898	$266K	0.0%	$51.62	0.0%	COM	887389104
—	CTO REALTY GROWTH INC	6,000	$265K	0.0%	$44.17	—	COM	22948P103
MRTN	MARTEN TRANS LTD	16,231	$265K	0.0%	$15.50	0.0%	COM	573075108
AJG	GALLAGHER ARTHUR J & CO	2,496	$264K	0.0%	$83.03	+17.6%	COM	363576109
AMBA	AMBARELLA INC	4,905	$256K	0.0%	$39.56	+22.2%	SHS	G037AX101
SMPL	SIMPLY GOOD FOODS CO	11,440	$252K	0.0%	$17.71	+31.2%	COM	82900L102
ABG	ASBURY AUTOMOTIVE GROUP INC	2,538	$247K	0.0%	$101.02	0.0%	COM	043436104
LVS	LAS VEGAS SANDS CORP	5,023	$234K	0.0%	$61.41	-25.7%	COM	517834107
GPRO	GOPRO INC	51,399	$233K	0.0%	$5.05	-7.0%	CL A	38268T103
SHW	SHERWIN WILLIAMS CO	332	$232K	0.0%	$208.25	0.0%	COM	824348106
NSIT	INSIGHT ENTERPRISES INC	4,095	$231K	0.0%	$53.65	0.0%	COM	45765U103
CACI	CACI INTL INC	1,051	$224K	0.0%	$239.05	-9.6%	CL A	127190304
STE	STERIS PLC	1,251	$220K	0.0%	$141.94	+7.4%	SHS USD	G8473T100
AEIS	ADVANCED ENERGY INDS	3,297	$207K	0.0%	$68.49	0.0%	COM	007973100
TSLA	TESLA INC	479	$206K	0.0%	$118.07	0.0%	COM	88160R101
LITE	LUMENTUM HLDGS INC	2,747	$206K	0.0%	$82.90	0.0%	COM	55024U109
CVX	CHEVRON CORP NEW	2,833	$204K	0.0%	$66.50	0.0%	COM	166764100
—	LIVEPERSON INC	3,919	$204K	0.0%	$41.46	—	COM	538146101
—	BRISTOL-MYERS SQUIBB CO	84,306	$190K	0.0%	$3.01	—	RIGHT 99/99/9999	110122157
CX	CEMEX SAB DE CV	34,426	$131K	0.0%	$3.81	—	SPON ADR NEW	151290889
—	WPX ENERGY INC	24,859	$122K	0.0%	$16.70	—	COM	98212B103
GOOG	ALPHABET INC	79	$116K	0.0%	$71.05	+6.6%	CAP STK CL C	02079K107
—	DONNELLEY R R & SONS CO	66,666	$97,000	0.0%	$16.32	—	COM	257867200
—	SUPERIOR DRILLING PRODS INC	180,000	$74,000	0.0%	$6.23	—	COM	868153107
GNW	GENWORTH FINL INC	19,836	$66,000	0.0%	$3.15	-15.3%	COM CL A	37247D106
FOX	FOX CORP	490	$14,000	0.0%	$24.59	0.0%	CL B COM	35137L204
—	LIBERTY GLOBAL PLC	99	$2,000	0.0%	$20.20	—	SHS CL C	G5480U120
—	TIFFANY & CO NEW	7	$1,000	0.0%	$101.39	—	COM	886547108
—	LIBERTY MEDIA CORP DEL	13	$0	0.0%	—	—	COM SER C FRMLA	531229854
—	LIBERTY MEDIA CORP DEL	6	$0	0.0%	—	—	COM A SIRIUSXM	531229409