Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	298,755	$66.45M	3.9%	$79.55	+159.0%	COM	594918104
BABA	ALIBABA GROUP HLDG LTD	252,360	$58.73M	3.5%	$139.99	—	SPONSORED ADS	01609W102
GOOGL	ALPHABET INC	28,732	$50.36M	3.0%	$61.13	+36.6%	CAP STK CL A	02079K305
META	FACEBOOK INC	150,082	$41M	2.4%	$188.07	+44.8%	CL A	30303M102
VOO	VANGUARD INDEX FDS	107,220	$36.85M	2.2%	$294.70	—	S&P 500 ETF SHS	922908363
TSM	TAIWAN SEMICONDUCTOR MFG LTD	337,263	$36.77M	2.2%	$61.84	—	SPONSORED ADS	874039100
AMZN	AMAZON COM INC	10,557	$34.38M	2.0%	$99.09	+61.0%	COM	023135106
NKE	NIKE INC	232,794	$32.93M	2.0%	$71.88	+71.4%	CL B	654106103
FISV	FISERV INC	252,560	$28.76M	1.7%	$106.60	+1.1%	COM	337738108
MU	MICRON TECHNOLOGY INC	357,639	$26.89M	1.6%	$48.44	+21.5%	COM	595112103
V	VISA INC	117,669	$25.74M	1.5%	$132.82	+48.5%	COM CL A	92826C839
TMO	THERMO FISHER SCIENTIFIC INC	54,454	$25.36M	1.5%	$369.73	+25.1%	COM	883556102
EL	LAUDER ESTEE COS INC	94,330	$25.11M	1.5%	$107.69	+107.7%	CL A	518439104
ISRG	INTUITIVE SURGICAL INC	28,279	$23.13M	1.4%	$185.22	+34.1%	COM NEW	46120E602
VCSH	VANGUARD SCOTTSDALE FDS	250,000	$20.81M	1.2%	$79.76	—	SHRT TRM CORP BD	92206C409
MSTR	MICROSTRATEGY INC	52,069	$20.23M	1.2%	$23.35	0.0%	CL A NEW	594972408
ADBE	ADOBE SYSTEMS INCORPORATED	40,380	$20.2M	1.2%	$237.94	+103.0%	COM	00724F101
KEYS	KEYSIGHT TECHNOLOGIES INC	149,645	$19.77M	1.2%	$113.51	+1.4%	COM	49338L103
DIS	DISNEY WALT CO	106,874	$19.36M	1.1%	$124.61	+12.5%	COM	254687106
FTCHQ	FARFETCH LTD	299,387	$19.1M	1.1%	$31.54	+40.2%	ORD SH CL A	30744W107
AAPL	APPLE INC	143,653	$19.06M	1.1%	$90.07	+29.9%	COM	037833100
MA	MASTERCARD INCORPORATED	52,916	$18.89M	1.1%	$242.07	+33.6%	CL A	57636Q104
—	SEAGATE TECHNOLOGY PLC	280,503	$17.44M	1.0%	$49.77	—	SHS	G7945M107
PTC	PTC INC	145,121	$17.36M	1.0%	$81.44	+22.1%	COM	69370C100
UBER	UBER TECHNOLOGIES INC	336,929	$17.18M	1.0%	$44.81	0.0%	COM	90353T100
—	MARVELL TECHNOLOGY GROUP LTD	355,132	$16.88M	1.0%	$32.33	—	ORD	G5876H105
EXPE	EXPEDIA GROUP INC	120,379	$15.94M	0.9%	$89.22	+25.3%	COM NEW	30212P303
BF/B	BROWN FORMAN CORP	200,419	$15.92M	0.9%	$41.25	+69.7%	CL B	115637209
BDX	BECTON DICKINSON & CO	60,938	$15.25M	0.9%	$205.66	+4.3%	COM	075887109
NTR	NUTRIEN LTD	307,770	$14.82M	0.9%	$37.89	-0.5%	COM	67077M108
OMCL	OMNICELL COM	123,404	$14.81M	0.9%	$65.94	+48.7%	COM	68213N109
HDB	HDFC BANK LTD	195,976	$14.16M	0.8%	$57.61	—	SPONSORED ADS	40415F101
NFLX	NETFLIX INC	25,791	$13.95M	0.8%	$41.44	+22.3%	COM	64110L106
TCOM	TRIP COM GROUP LTD	412,283	$13.91M	0.8%	$33.09	—	ADS	89677Q107
ROKU	ROKU INC	41,617	$13.82M	0.8%	$110.01	+138.5%	COM CL A	77543R102
C	CITIGROUP INC	208,410	$12.85M	0.8%	$46.77	-9.4%	COM NEW	172967424
PDD	PINDUODUO INC	71,884	$12.77M	0.8%	$109.45	—	SPONSORED ADS	722304102
CVS	CVS HEALTH CORP	181,493	$12.4M	0.7%	$51.58	+7.1%	COM	126650100
AKAM	AKAMAI TECHNOLOGIES INC	116,852	$12.27M	0.7%	$94.31	+11.0%	COM	00971T101
MDT	MEDTRONIC PLC	104,408	$12.23M	0.7%	$76.90	+23.6%	SHS	G5960L103
PYPL	PAYPAL HLDGS INC	51,112	$11.97M	0.7%	$174.27	+18.6%	COM	70450Y103
ORCL	ORACLE CORP	183,864	$11.89M	0.7%	$43.92	+26.4%	COM	68389X105
MRK	MERCK & CO. INC	142,937	$11.69M	0.7%	$57.54	+12.7%	COM	58933Y105
DECK	DECKERS OUTDOOR CORP	39,931	$11.45M	0.7%	$15.99	+177.4%	COM	243537107
LEN	LENNAR CORP	148,452	$11.32M	0.7%	$64.55	+7.9%	CL A	526057104
MDLZ	MONDELEZ INTL INC	179,405	$10.49M	0.6%	$37.23	+34.7%	CL A	609207105
PEGA	PEGASYSTEMS INC	77,647	$10.35M	0.6%	$37.42	+70.5%	COM	705573103
TJX	TJX COS INC NEW	151,072	$10.32M	0.6%	$47.91	+17.9%	COM	872540109
PHM	PULTE GROUP INC	237,162	$10.23M	0.6%	$42.04	+0.1%	COM	745867101
PINS	PINTEREST INC	152,558	$10.05M	0.6%	$19.47	+208.1%	CL A	72352L106
NVDA	NVIDIA CORPORATION	19,016	$9.93M	0.6%	$12.49	+6.9%	COM	67066G104
CDNS	CADENCE DESIGN SYSTEM INC	71,152	$9.708M	0.6%	$83.71	+40.1%	COM	127387108
CRM	SALESFORCE COM INC	43,466	$9.673M	0.6%	$155.52	+54.5%	COM	79466L302
HON	HONEYWELL INTL INC	44,871	$9.544M	0.6%	$143.37	+14.2%	COM	438516106
—	DISCOVERY INC	298,321	$8.977M	0.5%	$27.04	—	COM SER A	25470F104
NOW	SERVICENOW INC	16,106	$8.864M	0.5%	$47.55	+118.7%	COM	81762P102
EPAM	EPAM SYS INC	24,221	$8.679M	0.5%	$124.23	+168.6%	COM	29414B104
JPM	JPMORGAN CHASE & CO	66,086	$8.397M	0.5%	$82.21	+19.4%	COM	46625H100
JNJ	JOHNSON & JOHNSON	53,254	$8.381M	0.5%	$94.92	+34.4%	COM	478160104
ELAN	ELANCO ANIMAL HEALTH INC	269,769	$8.274M	0.5%	$29.70	+2.7%	COM	28414H103
LULU	LULULEMON ATHLETICA INC	23,763	$8.271M	0.5%	$259.20	+34.0%	COM	550021109
EA	ELECTRONIC ARTS INC	55,839	$8.018M	0.5%	$109.05	+15.0%	COM	285512109
PTON	PELOTON INTERACTIVE INC	51,886	$7.872M	0.5%	$49.52	+146.0%	CL A COM	70614W100
BMY	BRISTOL-MYERS SQUIBB CO	126,164	$7.826M	0.5%	$41.03	+21.9%	COM	110122108
ROP	ROPER TECHNOLOGIES INC	17,534	$7.559M	0.4%	$364.57	+9.2%	COM	776696106
WFC	WELLS FARGO CO NEW	248,831	$7.509M	0.4%	$30.14	-23.6%	COM	949746101
CI	CIGNA CORP NEW	35,769	$7.446M	0.4%	$183.09	-2.0%	COM	125523100
MO	ALTRIA GROUP INC	180,940	$7.418M	0.4%	$28.03	-4.8%	COM	02209S103
INFY	INFOSYS LTD	431,244	$7.31M	0.4%	$12.18	—	SPONSORED ADR	456788108
PSTG	PURE STORAGE INC	321,158	$7.261M	0.4%	$18.41	+4.1%	CL A	74624M102
FDX	FEDEX CORP	27,258	$7.077M	0.4%	$127.16	+97.5%	COM	31428X106
HLT	HILTON WORLDWIDE HLDGS INC	63,288	$7.041M	0.4%	$97.85	0.0%	COM	43300A203
PEP	PEPSICO INC	46,874	$6.952M	0.4%	$77.51	+56.4%	COM	713448108
DHR	DANAHER CORPORATION	31,189	$6.928M	0.4%	$122.21	+60.4%	COM	235851102
PBR	PETROLEO BRASILEIRO SA PETRO	614,000	$6.895M	0.4%	$13.61	—	SPONSORED ADR	71654V408
ACN	ACCENTURE PLC IRELAND	25,578	$6.681M	0.4%	$173.35	+28.7%	SHS CLASS A	G1151C101
SPGI	S&P GLOBAL INC	20,312	$6.677M	0.4%	$243.06	+33.0%	COM	78409V104
DBX	DROPBOX INC	297,839	$6.609M	0.4%	$25.15	-19.0%	CL A	26210C104
BIDU	BAIDU INC	30,238	$6.539M	0.4%	$177.43	—	SPON ADR REP A	056752108
CSCO	CISCO SYS INC	145,593	$6.516M	0.4%	$36.19	-2.5%	COM	17275R102
SCHW	SCHWAB CHARLES CORP	121,887	$6.465M	0.4%	$39.61	+6.9%	COM	808513105
XYZ	SQUARE INC	29,549	$6.431M	0.4%	$167.11	+16.7%	CL A	852234103
—	TE CONNECTIVITY LTD	51,599	$6.247M	0.4%	$121.07	—	REG SHS	H84989104
FIS	FIDELITY NATL INFORMATION SV	43,561	$6.162M	0.4%	$125.77	+1.4%	COM	31620M106
COST	COSTCO WHSL CORP NEW	16,245	$6.12M	0.4%	$266.51	+30.3%	COM	22160K105
PG	PROCTER AND GAMBLE CO	42,899	$5.969M	0.4%	$84.73	+45.4%	COM	742718109
CL	COLGATE PALMOLIVE CO	69,055	$5.905M	0.4%	$58.07	+26.4%	COM	194162103
CNC	CENTENE CORP DEL	97,752	$5.868M	0.3%	$61.52	+3.3%	COM	15135B101
—	BMC STK HLDGS INC	108,800	$5.84M	0.3%	$48.24	—	COM	05591B109
CNH	CNH INDL N V	452,246	$5.807M	0.3%	$7.76	0.0%	SHS	N20944109
VRSK	VERISK ANALYTICS INC	27,723	$5.755M	0.3%	$176.86	+6.3%	COM	92345Y106
SYF	SYNCHRONY FINANCIAL	164,511	$5.71M	0.3%	$28.47	-6.1%	COM	87165B103
VEEV	VEEVA SYS INC	20,730	$5.643M	0.3%	$92.54	+202.7%	CL A COM	922475108
CHD	CHURCH & DWIGHT INC	64,455	$5.622M	0.3%	$52.07	+60.1%	COM	171340102
ICLR	ICON PLC	28,027	$5.465M	0.3%	$151.44	+29.1%	SHS	G4705A100
SONO	SONOS INC	231,180	$5.407M	0.3%	$12.50	+49.2%	COM	83570H108
GWRE	GUIDEWIRE SOFTWARE INC	41,764	$5.376M	0.3%	$104.82	+8.9%	COM	40171V100
CPRI	CAPRI HOLDINGS LIMITED	127,392	$5.35M	0.3%	$30.61	0.0%	SHS	G1890L107
—	NEW RELIC INC	81,298	$5.317M	0.3%	$64.60	—	COM	64829B100
IBN	ICICI BANK LIMITED	356,000	$5.29M	0.3%	$11.27	—	ADR	45104G104
BKNG	BOOKING HOLDINGS INC	2,365	$5.267M	0.3%	$1885.66	+0.7%	COM	09857L108
HII	HUNTINGTON INGALLS INDS INC	29,915	$5.099M	0.3%	$151.75	-6.8%	COM	446413106
PPL	PPL CORP	179,112	$5.051M	0.3%	$23.31	-0.6%	COM	69351T106
KO	COCA COLA CO	90,094	$4.941M	0.3%	$39.40	+12.3%	COM	191216100
YUMC	YUM CHINA HLDGS INC	86,247	$4.924M	0.3%	$50.05	+12.2%	COM	98850P109
REAL	THE REALREAL INC	247,047	$4.827M	0.3%	$20.10	-23.3%	COM	88339P101
INTC	INTEL CORP	93,833	$4.675M	0.3%	$45.03	-2.2%	COM	458140100
BSX	BOSTON SCIENTIFIC CORP	129,874	$4.669M	0.3%	$38.56	-6.5%	COM	101137107
NEM	NEWMONT CORP	76,957	$4.609M	0.3%	$25.80	+102.9%	COM	651639106
MELI	MERCADOLIBRE INC	2,704	$4.529M	0.3%	$617.91	+128.2%	COM	58733R102
—	VARIAN MED SYS INC	25,209	$4.412M	0.3%	$172.60	—	COM	92220P105
—	GRUBHUB INC	58,200	$4.323M	0.3%	$72.34	—	COM	400110102
—	REALPAGE INC	47,900	$4.179M	0.2%	$87.24	—	COM	75606N109
ELV	ANTHEM INC	12,885	$4.137M	0.2%	$286.17	0.0%	COM	036752103
SONY	SONY CORP	40,077	$4.052M	0.2%	$90.27	—	SPONSORED ADR	835699307
—	GLAXOSMITHKLINE PLC	108,444	$3.991M	0.2%	$37.89	—	SPONSORED ADR	37733W105
TXN	TEXAS INSTRS INC	24,167	$3.966M	0.2%	$103.58	+30.0%	COM	882508104
IDXX	IDEXX LABS INC	7,931	$3.965M	0.2%	$447.44	0.0%	COM	45168D104
BEN	FRANKLIN RESOURCES INC	157,881	$3.945M	0.2%	$20.89	-17.0%	COM	354613101
TAP	MOLSON COORS BEVERAGE CO	86,582	$3.913M	0.2%	$55.98	-35.9%	CL B	60871R209
EW	EDWARDS LIFESCIENCES CORP	42,560	$3.882M	0.2%	$62.26	+33.2%	COM	28176E108
HD	HOME DEPOT INC	14,610	$3.88M	0.2%	$196.64	+23.3%	COM	437076102
UMC	UNITED MICROELECTRONICS CORP	454,374	$3.83M	0.2%	$8.43	—	SPON ADR NEW	910873405
MKTX	MARKETAXESS HLDGS INC	6,683	$3.813M	0.2%	$513.28	0.0%	COM	57060D108
ROK	ROCKWELL AUTOMATION INC	15,178	$3.807M	0.2%	$167.34	+33.9%	COM	773903109
—	ZUORA INC	272,145	$3.791M	0.2%	$14.95	—	COM CL A	98983V106
—	XILINX INC	25,912	$3.674M	0.2%	$97.23	—	COM	983919101
—	VMWARE INC	25,459	$3.571M	0.2%	$146.26	—	CL A COM	928563402
AFL	AFLAC INC	79,946	$3.555M	0.2%	$38.76	-6.3%	COM	001055102
STZ	CONSTELLATION BRANDS INC	16,201	$3.548M	0.2%	$151.89	+19.0%	CL A	21036P108
MMM	3M CO	20,168	$3.525M	0.2%	$108.70	+8.1%	COM	88579Y101
RDY	DR REDDYS LABS LTD	49,048	$3.497M	0.2%	$46.39	—	ADR	256135203
TOL	TOLL BROTHERS INC	80,407	$3.495M	0.2%	$37.23	+24.5%	COM	889478103
—	DISCOVERY INC	131,745	$3.45M	0.2%	$20.19	—	COM SER C	25470F302
UNP	UNION PAC CORP	16,073	$3.346M	0.2%	$149.44	+19.2%	COM	907818108
EOG	EOG RES INC	66,057	$3.295M	0.2%	$56.20	-39.3%	COM	26875P101
MTN	VAIL RESORTS INC	11,778	$3.285M	0.2%	$236.57	+9.2%	COM	91879Q109
JKHY	HENRY JACK & ASSOC INC	19,796	$3.207M	0.2%	$133.49	+11.6%	COM	426281101
GOOS	CANADA GOOSE HLDGS INC	107,148	$3.19M	0.2%	$41.43	-19.5%	SHS SUB VTG	135086106
IBM	INTERNATIONAL BUSINESS MACHS	24,927	$3.138M	0.2%	$102.57	-8.9%	COM	459200101
VWO	VANGUARD INTL EQUITY INDEX F	62,200	$3.117M	0.2%	$36.34	—	FTSE EMR MKT ETF	922042858
CHWY	CHEWY INC	33,610	$3.021M	0.2%	$53.96	+35.2%	CL A	16679L109
—	IHS MARKIT LTD	33,505	$3.01M	0.2%	$89.84	—	SHS	G47567105
XOM	EXXON MOBIL CORP	72,493	$2.988M	0.2%	$50.00	-39.3%	COM	30231G102
PFE	PFIZER INC	79,171	$2.914M	0.2%	$19.58	+46.2%	COM	717081103
IJR	ISHARES TR	31,000	$2.849M	0.2%	$74.43	—	CORE S&P SCP ETF	464287804
GILD	GILEAD SCIENCES INC	48,388	$2.819M	0.2%	$54.61	-9.6%	COM	375558103
WIX	WIX COM LTD	11,128	$2.781M	0.2%	$119.97	+119.5%	SHS	M98068105
RRX	REGAL BELOIT CORP	20,792	$2.553M	0.2%	$78.47	+40.7%	COM	758750103
—	TATA MTRS LTD	200,000	$2.52M	0.1%	$10.13	—	SPONSORED ADR	876568502
CPA	COPA HOLDINGS SA	32,400	$2.502M	0.1%	$41.66	+36.2%	CL A	P31076105
PAGS	PAGSEGURO DIGITAL LTD	43,900	$2.497M	0.1%	$42.06	+6.7%	COM CL A	G68707101
TXNM	PNM RES INC	51,300	$2.49M	0.1%	$48.23	0.0%	COM	69349H107
—	SLACK TECHNOLOGIES INC	58,805	$2.484M	0.1%	$42.24	—	COM CL A	83088V102
MPWR	MONOLITHIC PWR SYS INC	6,779	$2.482M	0.1%	$112.20	+175.1%	COM	609839105
PVH	PVH CORPORATION	26,368	$2.476M	0.1%	$114.87	-34.2%	COM	693656100
BIIB	BIOGEN INC	10,087	$2.47M	0.1%	$297.95	-13.0%	COM	09062X103
UNH	UNITEDHEALTH GROUP INC	6,964	$2.442M	0.1%	$120.03	+156.8%	COM	91324P102
NTES	NETEASE INC	25,424	$2.435M	0.1%	$128.80	—	SPONSORED ADS	64110W102
SPG	SIMON PPTY GROUP INC NEW	28,034	$2.391M	0.1%	$114.12	-49.5%	COM	828806109
EFX	EQUIFAX INC	12,085	$2.33M	0.1%	$144.47	+12.1%	COM	294429105
—	CRH PLC	54,620	$2.326M	0.1%	$42.59	—	ADR	12626K203
DOCU	DOCUSIGN INC	10,131	$2.253M	0.1%	$47.10	+376.9%	COM	256163106
ABT	ABBOTT LABS	20,274	$2.22M	0.1%	$69.43	+43.0%	COM	002824100
SQM	SOCIEDAD QUIMICA Y MINERA DE	44,500	$2.185M	0.1%	$26.07	—	SPON ADR SER B	833635105
—	LIONS GATE ENTMNT CORP	200,110	$2.077M	0.1%	$9.44	—	CL B NON VTG	535919500
LBTYAUSD	LIBERTY GLOBAL PLC	82,551	$2M	0.1%	$21.42	—	SHS CL A	G5480U104
—	TIFFANY & CO NEW	15,051	$1.979M	0.1%	$131.47	—	COM	886547108
GDS	GDS HLDGS LTD	20,740	$1.942M	0.1%	$79.68	—	SPONSORED ADS	36165L108
—	NEW ORIENTAL ED & TECHNOLOGY	10,417	$1.936M	0.1%	$149.45	—	SPON ADR	647581107
IEMG	ISHARES INC	29,900	$1.855M	0.1%	$52.63	—	CORE MSCI EMKT	46434G103
GLOB	GLOBANT S A	8,425	$1.833M	0.1%	$95.76	+101.8%	COM	L44385109
—	CERNER CORP	22,180	$1.741M	0.1%	$62.36	—	COM	156782104
ZTO	ZTO EXPRESS CAYMAN INC	57,632	$1.681M	0.1%	$36.71	—	SPONSORED ADS A	98980A105
TSN	TYSON FOODS INC	25,009	$1.612M	0.1%	$51.59	+3.2%	CL A	902494103
SPY	SPDR S&P 500 ETF TR	4,241	$1.586M	0.1%	$269.54	—	TR UNIT	78462F103
GPN	GLOBAL PMTS INC	7,107	$1.531M	0.1%	$165.44	+7.8%	COM	37940X102
SNPS	SYNOPSYS INC	5,879	$1.524M	0.1%	$142.23	+62.2%	COM	871607107
CF	CF INDS HLDGS INC	38,130	$1.476M	0.1%	$33.37	-11.7%	COM	125269100
—	AMEDISYS INC	4,439	$1.302M	0.1%	$118.51	—	COM	023436108
—	WATFORD HLDGS LTD	36,300	$1.256M	0.1%	$34.60	—	SHS	G94787101
—	VIRTUSA CORP	24,404	$1.248M	0.1%	$51.14	—	COM	92827P102
PANW	PALO ALTO NETWORKS INC	3,482	$1.237M	0.1%	$37.17	+25.7%	COM	697435105
FMC	FMC CORP	10,180	$1.17M	0.1%	$74.53	+27.2%	COM NEW	302491303
BP	BP PLC	55,863	$1.146M	0.1%	$27.80	—	SPONSORED ADR	055622104
—	MAXIM INTEGRATED PRODS INC	12,803	$1.135M	0.1%	$67.65	—	COM	57772K101
MTCH	MATCH GROUP INC NEW	7,278	$1.1M	0.1%	$109.89	+17.6%	COM	57667L107
IQV	IQVIA HLDGS INC	5,988	$1.073M	0.1%	$131.94	+27.7%	COM	46266C105
FTNT	FORTINET INC	7,010	$1.041M	0.1%	$16.77	+50.7%	COM	34959E109
AVGO	BROADCOM INC	2,376	$1.04M	0.1%	$23.93	+45.5%	COM	11135F101
QCOM	QUALCOMM INC	6,660	$1.015M	0.1%	$95.15	+31.1%	COM	747525103
GEN	NORTONLIFELOCK INC	47,967	$997K	0.1%	$12.38	+46.4%	COM	668771108
MOS	MOSAIC CO NEW	42,725	$983K	0.1%	$17.79	+1.8%	COM	61945C103
—	PLURALSIGHT INC	41,000	$859K	0.1%	$20.95	—	COM CL A	72941B106
—	PRA HEALTH SCIENCES INC	6,652	$835K	0.0%	$101.53	—	COM	69354M108
—	NAVISTAR INTL CORP NEW	18,950	$833K	0.0%	$43.96	—	COM	63934E108
—	ENDURANCE INTL GROUP HLDGS I	88,000	$832K	0.0%	$9.45	—	COM	29272B105
ILMN	ILLUMINA INC	2,188	$810K	0.0%	$304.28	+4.8%	COM	452327109
SYY	SYSCO CORP	10,750	$798K	0.0%	$36.29	+65.4%	COM	871829107
—	SAILPOINT TECHNOLOGIES HLDGS	14,226	$757K	0.0%	$18.70	—	COM	78781P105
IWM	ISHARES TR	3,650	$716K	0.0%	$114.45	—	RUSSELL 2000 ETF	464287655
EGHT	8X8 INC NEW	20,567	$709K	0.0%	$20.24	+5.9%	COM	282914100
—	SVMK INC	27,647	$706K	0.0%	$14.19	—	COM	78489X103
CTVA	CORTEVA INC	17,929	$694K	0.0%	$24.50	+37.8%	COM	22052L104
—	TIFFANY & CO NEW	5,000	$657K	0.0%	$131.47	—	Call	886547108
—	CHINA MOBILE LIMITED	19,108	$545K	0.0%	$46.81	—	SPONSORED ADR	16941M109
SPWH	SPORTSMANS WHSE HLDGS INC	28,061	$492K	0.0%	$14.63	0.0%	COM	84920Y106
—	PROOFPOINT INC	3,464	$473K	0.0%	$116.09	—	COM	743424103
BWA	BORGWARNER INC	11,717	$453K	0.0%	$31.44	0.0%	COM	099724106
AMBA	AMBARELLA INC	4,905	$450K	0.0%	$39.56	+77.0%	SHS	G037AX101
ALL	ALLSTATE CORP	3,873	$426K	0.0%	$86.00	+0.8%	COM	020002101
GPRO	GOPRO INC	51,399	$426K	0.0%	$5.05	+42.7%	CL A	38268T103
UROV	UROVANT SCIENCES LTD	25,600	$413K	0.0%	$16.13	—	SHS	G9381B108
DXCM	DEXCOM INC	1,082	$400K	0.0%	$35.14	+154.1%	COM	252131107
SBNY	SIGNATURE BK NEW YORK N Y	2,841	$384K	0.0%	$96.48	—	COM	82669G104
—	KNOLL INC	25,850	$379K	0.0%	$14.66	—	COM NEW	498904200
—	INVESTORS BANCORP INC NEW	35,012	$370K	0.0%	$8.39	—	COM	46146L101
FCN	FTI CONSULTING INC	3,257	$364K	0.0%	$113.65	-5.3%	COM	302941109
ACWI	ISHARES TR	3,900	$354K	0.0%	$66.07	—	MSCI ACWI ETF	464288257
MGRC	MCGRATH RENTCORP	5,080	$341K	0.0%	$53.67	+18.4%	COM	580589109
LOW	LOWES COS INC	2,082	$335K	0.0%	$62.24	+137.9%	COM	548661107
KBR	KBR INC	10,809	$334K	0.0%	$20.39	+22.1%	COM	48242W106
SGI	TEMPUR SEALY INTL INC	12,229	$330K	0.0%	$23.43	+4.1%	COM	88023U101
ABG	ASBURY AUTOMOTIVE GROUP INC	2,201	$321K	0.0%	$101.02	+22.7%	COM	043436104
FAF	FIRST AMERN FINL CORP	6,174	$319K	0.0%	$42.91	-2.2%	COM	31847R102
DELL	DELL TECHNOLOGIES INC	4,308	$316K	0.0%	$21.42	+49.0%	CL C	24703L202
—	INOVALON HLDGS INC	17,060	$310K	0.0%	$20.09	—	COM CL A	45781D101
EGP	EASTGROUP PPTYS INC	2,241	$309K	0.0%	$118.72	—	COM	277276101
UPS	UNITED PARCEL SERVICE INC	1,801	$304K	0.0%	$80.71	+69.6%	CL B	911312106
PWR	QUANTA SVCS INC	4,130	$298K	0.0%	$28.62	+128.1%	COM	74762E102
LVS	LAS VEGAS SANDS CORP	5,005	$298K	0.0%	$61.41	-17.1%	COM	517834107
SWK	STANLEY BLACK & DECKER INC	1,654	$295K	0.0%	$131.16	+14.4%	COM	854502101
JBL	JABIL INC	6,723	$286K	0.0%	$37.14	0.0%	COM	466313103
KR	KROGER CO	8,971	$285K	0.0%	$30.80	-5.6%	COM	501044101
AFYA	AFYA LTD	11,231	$284K	0.0%	$22.46	+13.2%	CL A COM	G01125106
CLX	CLOROX CO DEL	1,407	$284K	0.0%	$126.65	+39.3%	COM	189054109
NSIT	INSIGHT ENTERPRISES INC	3,599	$274K	0.0%	$53.65	+25.6%	COM	45765U103
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	6,509	$272K	0.0%	$38.54	0.0%	CL A	499049104
BBBY	OVERSTOCK COM INC DEL	5,642	$271K	0.0%	$74.93	-13.2%	COM	690370101
AJG	GALLAGHER ARTHUR J & CO	2,174	$269K	0.0%	$83.03	+29.7%	COM	363576109
SNX	SYNNEX CORP	3,173	$259K	0.0%	$43.77	+63.6%	COM	87162W100
YETI	YETI HLDGS INC	3,756	$257K	0.0%	$30.04	+97.0%	COM	98585X104
—	BERRY GLOBAL GROUP INC	4,553	$256K	0.0%	$56.23	—	COM	08579W103
GPI	GROUP 1 AUTOMOTIVE INC	1,946	$255K	0.0%	$85.17	+41.2%	COM	398905109
—	HOSTESS BRANDS INC	17,363	$254K	0.0%	$12.23	—	CL A	44109J106
ROCK	GIBRALTAR INDS INC	3,464	$249K	0.0%	$44.46	+50.2%	COM	374689107
MRTN	MARTEN TRANS LTD	14,073	$242K	0.0%	$15.50	-2.2%	COM	573075108
—	CITRIX SYS INC	1,857	$241K	0.0%	$111.27	—	COM	177376100
—	DENBURY INC	9,061	$233K	0.0%	$17.61	—	COM	24790A101
NOMD	NOMAD FOODS LTD	9,170	$233K	0.0%	$23.74	+4.2%	USD ORD SHS	G6564A105
CACI	CACI INTL INC	932	$232K	0.0%	$239.05	-3.6%	CL A	127190304
LITE	LUMENTUM HLDGS INC	2,382	$226K	0.0%	$82.90	+4.0%	COM	55024U109
JLL	JONES LANG LASALLE INC	1,504	$223K	0.0%	$103.07	+24.6%	COM	48020Q107
AEIS	ADVANCED ENERGY INDS	2,272	$221K	0.0%	$68.49	+21.9%	COM	007973100
SMPL	SIMPLY GOOD FOODS CO	7,036	$221K	0.0%	$17.71	+31.4%	COM	82900L102
ATO	ATMOS ENERGY CORP	2,306	$220K	0.0%	$91.03	-7.0%	COM	049560105
LHX	L3HARRIS TECHNOLOGIES INC	1,162	$220K	0.0%	$167.75	-1.7%	COM	502431109
TKR	TIMKEN CO	2,811	$217K	0.0%	$51.62	+31.9%	COM	887389104
—	AVAYA HLDGS CORP	11,254	$216K	0.0%	$19.19	—	COM	05351X101
—	SPX CORP	3,931	$214K	0.0%	$46.39	—	COM	784635104
RL	RALPH LAUREN CORP	2,064	$214K	0.0%	$75.81	0.0%	CL A	751212101
NEE	NEXTERA ENERGY INC	2,781	$214K	0.0%	$51.68	+27.0%	COM	65339F101
—	KANSAS CITY SOUTHERN	1,048	$213K	0.0%	$92.09	—	COM NEW	485170302
CX	CEMEX SAB DE CV	34,537	$179K	0.0%	$3.81	—	SPON ADR NEW	151290889
F	FORD MTR CO DEL	10,047	$88,000	0.0%	$6.35	0.0%	COM	345370860
GOOG	ALPHABET INC	4	$7,000	0.0%	$71.05	+17.9%	CAP STK CL C	02079K107
IYF	ISHARES TR	66	$4,000	0.0%	$60.61	—	U.S. FINLS ETF	464287788
—	LIBERTY GLOBAL PLC	5	$0	0.0%	$20.20	—	SHS CL C	G5480U120