Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	24,051	$49.61M	2.1%	$38.35	+155.4%	COM	02079K305
HCA	HCA HEALTHCARE INC	197,935	$37.28M	1.6%	$122.31	+38.1%	COM	40412C101
—	HORIZON THERAPEUTICS PLC	390,233	$35.92M	1.5%	$51.52	—	COM	G46188101
AAPL	APPLE INC	290,017	$35.43M	1.5%	$80.59	+55.2%	COM	037833100
MSFT	MICROSOFT CORP	146,398	$34.52M	1.5%	$27.43	+712.5%	COM	594918104
META	FACEBOOK INC	116,618	$34.35M	1.5%	$122.90	+117.6%	COM	30303M102
CDNS	CADENCE DESIGN SYSTEMS INC	243,771	$33.39M	1.4%	$67.06	+100.1%	COM	127387108
FTNT	FORTINET INC	179,480	$33.1M	1.4%	$17.18	+90.4%	COM	34959E109
TXN	TEXAS INSTRUMENTS INC	174,807	$33.04M	1.4%	$34.60	+337.4%	COM	882508104
PYPL	PAYPAL HOLDINGS INC	135,894	$33M	1.4%	$83.34	+202.3%	COM	70450Y103
LOW	LOWES COS INC	172,348	$32.78M	1.4%	$138.70	+13.2%	COM	548661107
CDW	CDW CORP/DE	196,357	$32.55M	1.4%	$66.51	+111.7%	COM	12514G108
—	LAM RESEARCH CORP	54,313	$32.33M	1.4%	$63.25	—	COM	512807108
HD	HOME DEPOT INC	105,495	$32.2M	1.4%	$58.48	+318.0%	COM	437076102
ACN	ACCENTURE PLC	116,120	$32.08M	1.4%	$177.04	+36.3%	COM	G1151C101
NVDA	NVIDIA CORP	59,851	$31.96M	1.4%	$5.18	+159.0%	COM	67066G104
UNH	UNITEDHEALTH GROUP INC	85,716	$31.89M	1.3%	$171.22	+86.7%	COM	91324P102
KLAC	KLA CORP	96,433	$31.86M	1.3%	$98.17	+191.2%	COM	482480100
ORLY	O REILLY AUTOMOTIVE INC	61,540	$31.22M	1.3%	$7.73	+300.9%	COM	67103H107
CBRE	CBRE GROUP INC	393,666	$31.14M	1.3%	$49.37	+43.2%	COM	12504L109
MSI	MOTOROLA SOLUTIONS INC	165,512	$31.13M	1.3%	$137.07	+22.6%	COM	620076307
COR	AMERISOURCEBERGEN CORP	263,139	$31.07M	1.3%	$98.33	0.0%	COM	03073E105
ROST	ROSS STORES INC	258,581	$31.01M	1.3%	$47.56	+135.9%	COM	778296103
UNP	UNION PACIFIC CORP	140,201	$30.9M	1.3%	$90.05	+108.9%	COM	907818108
CTAS	CINTAS CORP	88,384	$30.17M	1.3%	$51.61	+56.8%	COM	172908105
RPM	RPM INTERNATIONAL INC	324,059	$29.77M	1.3%	$86.45	0.0%	COM	749685103
CMCSA	COMCAST CORP	549,633	$29.74M	1.3%	$31.44	+46.8%	COM	20030N101
ITW	ILLINOIS TOOL WORKS INC	134,199	$29.73M	1.3%	$93.63	+97.6%	COM	452308109
WM	WASTE MANAGEMENT INC	230,228	$29.7M	1.3%	$101.19	+6.9%	COM	94106L109
NOW	SERVICENOW INC	59,377	$29.7M	1.3%	$62.52	+68.9%	COM	81762P102
MLM	MARTIN MARIETTA MATERIALS IN	87,755	$29.47M	1.2%	$216.81	+42.9%	COM	573284106
TMO	THERMO FISHER SCIENTIFIC INC	64,371	$29.38M	1.2%	$244.42	+92.8%	COM	883556102
APH	AMPHENOL CORP	440,196	$29.04M	1.2%	$25.84	+20.1%	COM	032095101
PGR	PROGRESSIVE CORP	300,175	$28.7M	1.2%	$44.92	+80.3%	COM	743315103
DG	DOLLAR GENERAL CORP	138,658	$28.09M	1.2%	$65.92	+179.8%	COM	256677105
DCI	DONALDSON CO INC	481,963	$28.03M	1.2%	$55.33	0.0%	COM	257651109
MA	MASTERCARD INC	78,609	$27.99M	1.2%	$165.69	+104.9%	COM	57636Q104
ZTS	ZOETIS INC	177,575	$27.96M	1.2%	$79.49	+90.8%	COM	98978V103
RVTY	PERKINELMER INC	217,816	$27.94M	1.2%	$132.11	+3.7%	COM	714046109
ADBE	ADOBE INC	58,606	$27.86M	1.2%	$137.57	+239.8%	COM	00724F101
PG	PROCTER & GAMBLE CO	205,278	$27.8M	1.2%	$100.54	+15.1%	COM	742718109
SPGI	S&P GLOBAL INC	78,701	$27.77M	1.2%	$192.06	+66.4%	COM	78409V104
ABBV	ABBVIE INC	256,493	$27.76M	1.2%	$74.11	+20.0%	COM	00287Y109
G	GENPACT LTD	645,252	$27.63M	1.2%	$36.43	+7.1%	COM	G3922B107
ABT	ABBOTT LABORATORIES	229,178	$27.46M	1.2%	$108.63	0.0%	COM	002824100
CHD	CHURCH & DWIGHT CO INC	313,091	$27.35M	1.2%	$69.96	+12.6%	COM	171340102
JNJ	JOHNSON & JOHNSON	165,475	$27.2M	1.1%	$120.54	+16.8%	COM	478160104
EA	ELECTRONIC ARTS INC	200,340	$27.12M	1.1%	$102.52	+31.6%	COM	285512109
V	VISA INC	127,854	$27.07M	1.1%	$124.12	+63.7%	COM	92826C839
ROP	ROPER TECHNOLOGIES INC	65,948	$26.6M	1.1%	$343.17	+13.6%	COM	776696106
BAH	BOOZ ALLEN HAMILTON HOLDING O	329,167	$26.51M	1.1%	$63.81	+19.7%	COM	099502106
AKAM	AKAMAI TECHNOLOGIES INC	246,460	$25.11M	1.1%	$89.54	+15.3%	COM	00971T101
—	IAC/INTERACTIVECORP	114,960	$24.87M	1.1%	$119.78	—	COM	44891N109
VRTX	VERTEX PHARMACEUTICALS INC	106,580	$22.9M	1.0%	$258.13	-14.9%	COM	92532F100
AER	AERCAP HOLDINGS NV	281,216	$16.52M	0.7%	$33.61	+42.6%	COM	N00985106
TOELY	TOKYO ELECTRON LTD	136,335	$14.43M	0.6%	$47.14	—	COM	889110102
NXPI	NXP SEMICONDUCTORS NV	69,704	$14.03M	0.6%	$79.60	+110.4%	COM	N6596X109
FN	FABRINET	147,336	$13.32M	0.6%	$65.57	+32.1%	COM	G3323L100
IFNNY	INFINEON TECHNOLOGIES AG	305,001	$12.96M	0.5%	$17.98	—	COM	45662N103
LNVGY	LENOVO GROUP LTD	450,880	$12.83M	0.5%	$16.06	—	COM	526250105
TSM	TAIWAN SEMICONDUCTOR MANUFAC U	108,289	$12.81M	0.5%	$19.19	—	COM	874039100
KB	KB FINANCIAL GROUP INC	256,848	$12.7M	0.5%	$27.19	—	COM	48241A105
CGEMY	CAPGEMINI SE	369,024	$12.59M	0.5%	$20.86	—	COM	13961R100
SFTBY	SOFTBANK GROUP CORP	290,182	$12.35M	0.5%	$19.32	—	COM	83404D109
VIPS	VIPSHOP HOLDINGS LTD	408,279	$12.19M	0.5%	$19.91	—	COM	92763W103
—	CRH PLC	255,045	$11.98M	0.5%	$34.36	—	COM	12626K203
—	CANADIAN PACIFIC RAILWAY LTD	31,535	$11.96M	0.5%	$179.25	—	COM	13645T100
XNGSY	ENN ENERGY HOLDINGS LTD	184,561	$11.84M	0.5%	$45.00	—	COM	26876F102
SHECY	SHIN-ETSU CHEMICAL CO LTD	279,771	$11.78M	0.5%	$24.85	—	COM	824551105
STLA	STELLANTIS NV	660,347	$11.75M	0.5%	$17.79	—	COM	N82405106
IBN	ICICI BANK LTD	716,423	$11.48M	0.5%	$14.86	—	COM	45104G104
UOVEY	UNITED OVERSEAS BANK LTD	292,446	$11.24M	0.5%	$38.45	—	COM	911271302
ICLR	ICON PLC	56,555	$11.11M	0.5%	$58.32	+238.5%	COM	G4705A100
NOMD	NOMAD FOODS LTD	402,846	$11.06M	0.5%	$20.53	+26.0%	COM	G6564A105
JAZZ	JAZZ PHARMACEUTICALS PLC	66,858	$10.99M	0.5%	$136.23	+20.8%	COM	G50871105
ALIZY	ALLIANZ SE	427,704	$10.94M	0.5%	$16.95	—	COM	018820100
ERIC	TELEFONAKTIEBOLAGET LM ERICS O	829,097	$10.94M	0.5%	$11.95	—	COM	294821608
CNI	CANADIAN NATL RAILWAY	93,944	$10.9M	0.5%	$46.84	+115.8%	COM	136375102
ARKAY	ARKEMA SA	89,690	$10.89M	0.5%	$81.79	—	COM	041232109
ACSAY	ACS ACTIVIDADES DE CONSTRUCC O	1,625,923	$10.8M	0.5%	$6.45	—	COM	00089H106
UBS	UBS GROUP AG	694,643	$10.79M	0.5%	$15.37	0.0%	COM	H42097107
SBGSY	SCHNEIDER ELECTRIC SE	347,784	$10.65M	0.5%	$16.50	—	COM	80687P106
STE	STERIS PLC	55,843	$10.64M	0.4%	$110.62	+60.7%	COM	G8473T100
—	SBERBANK OF RUSSIA PJSC	691,741	$10.63M	0.4%	$15.12	—	COM	80585Y308
BKRKY	BANK RAKYAT INDONESIA PERSER	700,592	$10.61M	0.4%	$14.47	—	COM	69366X100
ACGL	ARCH CAPITAL GROUP LTD	272,625	$10.46M	0.4%	$37.15	-8.9%	COM	G0450A105
TCEHY	TENCENT HOLDINGS LTD	133,144	$10.45M	0.4%	$64.33	—	COM	88032Q109
LUKOY	LUKOIL PJSC	129,147	$10.43M	0.4%	$56.23	—	COM	69343P105
VIVHY	VIVENDI SA	314,927	$10.36M	0.4%	$27.91	—	COM	92852T201
GIB	CGI INC	122,795	$10.22M	0.4%	$65.67	+19.9%	COM	12532H104
AMZN	AMAZONCOM INC	3,300	$10.21M	0.4%	$120.78	+31.2%	COM	023135106
NTDOY	NINTENDO CO LTD	144,050	$10.2M	0.4%	$46.37	—	COM	654445303
CRRFY	CARREFOUR SA	2,785,934	$10.12M	0.4%	$3.20	—	COM	144430204
RDY	DR REDDYS LABORATORIES LTD	163,281	$10.02M	0.4%	$40.33	—	COM	256135203
JOYY	JOYY INC	106,900	$10.02M	0.4%	$52.85	—	COM	46591M109
VEOEY	VEOLIA ENVIRONNEMENT SA	379,225	$9.743M	0.4%	$24.39	—	COM	92334N103
YUMC	YUM CHINA HOLDINGS INC	163,435	$9.677M	0.4%	$39.39	+51.7%	COM	98850P109
PNGAY	PING AN INSURANCE GROUP CO O	401,420	$9.654M	0.4%	$22.96	—	COM	72341E304
CABGY	CARLSBERG AS	305,835	$9.421M	0.4%	$26.97	—	COM	142795202
ALPMY	ASTELLAS PHARMA INC	610,206	$9.399M	0.4%	$16.92	—	COM	04623U102
BABA	ALIBABA GROUP HOLDING LTD	40,618	$9.209M	0.4%	$212.09	—	COM	01609W102
RHHBY	ROCHE HOLDING AG	225,258	$9.136M	0.4%	$41.12	—	COM	771195104
CHKP	CHECK POINT SOFTWARE TECHNOL G	80,285	$8.99M	0.4%	$60.38	+99.5%	COM	M22465104
ADRNY	KONINKLIJKE AHOLD DELHAIZE N	315,854	$8.816M	0.4%	$23.41	—	COM	500467501
WHGLY	WH GROUP LTD	529,213	$8.577M	0.4%	$16.86	—	COM	92890T205
NTOIY	NESTE OYJ	306,164	$8.143M	0.3%	$26.37	—	COM	64104Y106
CHGCY	CHUGAI PHARMACEUTICAL CO LTD	396,260	$8.049M	0.3%	$34.65	—	COM	171269103
—	GEELY AUTOMOBILE HOLDINGS LT	141,052	$7.177M	0.3%	$39.12	—	COM	36847Q103
TIMB	TIM SA/BRAZIL	585,546	$6.646M	0.3%	$13.92	—	COM	88706T108
SONY	SONY CORP	34,517	$3.659M	0.2%	$48.41	—	COM	835699307
—	MIMECAST LTD	40,459	$1.627M	0.1%	$45.59	—	COM	G14838109
EPAM	EPAM SYSTEMS INC	3,906	$1.549M	0.1%	$73.60	+397.2%	COM	29414B104
GNRC	GENERAC HOLDINGS INC	4,671	$1.53M	0.1%	$54.80	+437.7%	COM	368736104
UFPI	UFP INDUSTRIES INC	19,601	$1.487M	0.1%	$62.59	0.0%	COM	90278Q108
LAD	LITHIA MOTORS INC	3,804	$1.484M	0.1%	$228.77	+57.1%	COM	536797103
KBH	KB HOME	31,421	$1.462M	0.1%	$31.31	+21.9%	COM	48666K109
MMS	MAXIMUS INC	16,326	$1.454M	0.1%	$81.76	0.0%	COM	577933104
FFWM	FIRST FOUNDATION INC	60,511	$1.42M	0.1%	$21.19	0.0%	COM	32026V104
GDYN	GRID DYNAMICS HOLDINGS INC	88,112	$1.404M	0.1%	$9.65	+48.9%	COM	39813G109
GOOG	ALPHABET INC CLASS C	672	$1.39M	0.1%	$35.61	+176.5%	COM	02079K107
—	NV5 GLOBAL INC	14,185	$1.37M	0.1%	$54.29	—	COM	62945V109
DECK	DECKERS OUTDOOR CORP	4,143	$1.369M	0.1%	$26.00	+105.3%	COM	243537107
FIX	COMFORT SYSTEMS USA INC	18,188	$1.36M	0.1%	$43.43	+43.8%	COM	199908104
MEDP	MEDPACE HOLDINGS INC	8,113	$1.331M	0.1%	$67.87	+125.4%	COM	58506Q109
CHCT	COMMUNITY HEALTHCARE TRUST I C	28,623	$1.32M	0.1%	$46.31	—	COM	20369C106
SAM	BOSTON BEER CO INC	1,082	$1.305M	0.1%	$503.05	+108.5%	COM	100557107
BOX	BOX INC	56,513	$1.298M	0.1%	$17.59	+10.7%	COM	10316T104
FOXF	FOX FACTORY HOLDING CORP	10,212	$1.298M	0.1%	$63.80	+102.2%	COM	35138V102
MGRC	MCGRATH RENTCORP	16,076	$1.297M	0.1%	$56.23	+36.4%	COM	580589109
OMCL	OMNICELL INC	9,978	$1.296M	0.1%	$79.22	+61.9%	COM	68213N109
FCN	FTI CONSULTING INC	9,174	$1.285M	0.1%	$114.93	+3.1%	COM	302941109
JPM	JPMORGAN CHASE & CO	8,436	$1.284M	0.1%	$58.99	+115.7%	COM	46625H100
ORCL	ORACLE CORP	17,890	$1.255M	0.1%	$31.86	+90.3%	COM	68389X105
TREX	TREX CO INC	13,643	$1.249M	0.1%	$49.81	+88.8%	COM	89531P105
STRL	STERLING CONSTRUCTION CO INC	53,529	$1.242M	0.1%	$21.79	0.0%	COM	859241101
CI	CIGNA CORP	5,115	$1.237M	0.1%	$188.82	+8.1%	COM	125523100
AEIS	ADVANCED ENERGY INDUSTRIES I C	11,285	$1.232M	0.1%	$68.49	+55.3%	COM	007973100
MTH	MERITAGE HOMES CORP	13,350	$1.227M	0.1%	$43.33	0.0%	COM	59001A102
—	PRA HEALTH SCIENCES INC	7,943	$1.218M	0.1%	$82.35	—	COM	69354M108
PRU	PRUDENTIAL FINANCIAL INC	13,272	$1.209M	0.1%	$54.60	+24.2%	COM	744320102
—	PERFICIENT INC	20,569	$1.208M	0.1%	$36.23	—	COM	71375U101
APAM	ARTISAN PARTNERS ASSET MANAG M	23,080	$1.204M	0.1%	$33.12	0.0%	COM	04316A108
CSCO	CISCO SYSTEMS INC	22,590	$1.168M	0.0%	$29.06	+39.8%	COM	17275R102
JOUT	JOHNSON OUTDOORS INC	8,179	$1.168M	0.0%	$86.45	+45.6%	COM	479167108
IRBTQ	IROBOT CORP	9,276	$1.133M	0.0%	$81.40	+39.7%	COM	462726100
SPSC	SPS COMMERCE INC	11,366	$1.129M	0.0%	$53.63	+96.9%	COM	78463M107
BLD	TOPBUILD CORP	5,382	$1.127M	0.0%	$145.75	+39.4%	COM	89055F103
COF	CAPITAL ONE FINANCIAL CORP	8,831	$1.124M	0.0%	$67.41	+60.1%	COM	14040H105
NMIH	NMI HOLDINGS INC	47,349	$1.119M	0.0%	$16.48	+41.3%	COM	629209305
MPWR	MONOLITHIC POWER SYSTEMS INC	3,106	$1.097M	0.0%	$94.48	+271.8%	COM	609839105
CHGG	CHEGG INC	12,811	$1.097M	0.0%	$35.39	+169.2%	COM	163092109
EXLS	EXLSERVICE HOLDINGS INC	12,099	$1.091M	0.0%	$12.45	+37.0%	COM	302081104
—	EVERI HOLDINGS INC	76,662	$1.082M	0.0%	$14.11	—	COM	30034T103
MBUU	MALIBU BOATS INC	13,224	$1.054M	0.0%	$57.71	+33.6%	COM	56117J100
NRG	NRG ENERGY INC	27,805	$1.049M	0.0%	$32.32	+7.0%	COM	629377508
PFSI	PENNYMAC FINANCIAL SERVICES N	15,571	$1.041M	0.0%	$55.75	+4.5%	COM	70932M107
UPLD	UPLAND SOFTWARE INC	22,037	$1.04M	0.0%	$36.41	+32.5%	COM	91544A109
SYF	SYNCHRONY FINANCIAL	25,551	$1.039M	0.0%	$27.74	+24.4%	COM	87165B103
—	STAMPSCOM INC	5,174	$1.032M	0.0%	$196.17	—	COM	852857200
ADUS	ADDUS HOMECARE CORP	9,849	$1.03M	0.0%	$103.45	+10.1%	COM	006739106
—	ENVESTNET INC	14,109	$1.019M	0.0%	$72.22	—	COM	29404K106
SYY	SYSCO CORP	12,925	$1.018M	0.0%	$59.34	+14.7%	COM	871829107
TGT	TARGET CORP	5,137	$1.017M	0.0%	$121.04	+34.8%	COM	87612E106
QLYS	QUALYS INC	9,668	$1.013M	0.0%	$82.64	+35.4%	COM	74758T303
WMT	WALMART INC	7,394	$1.004M	0.0%	$21.24	+103.9%	COM	931142103
—	AMEDISYS INC	3,755	$994K	0.0%	$136.59	—	COM	023436108
CCK	CROWN HOLDINGS INC	10,233	$993K	0.0%	$55.80	+64.2%	COM	228368106
EHC	ENCOMPASS HEALTH CORP	12,050	$987K	0.0%	$43.71	+41.4%	COM	29261A100
—	LABORATORY CORP OF AMERICA H L	3,828	$976K	0.0%	$206.67	—	COM	50540R409
GMED	GLOBUS MEDICAL INC	15,657	$966K	0.0%	$37.97	+66.8%	COM	379577208
CARG	CARGURUS INC	40,152	$957K	0.0%	$30.01	-3.4%	COM	141788109
MRCY	MERCURY SYSTEMS INC	13,371	$945K	0.0%	$73.34	-1.5%	COM	589378108
ADM	ARCHER- DANIELS MIDLAND CO	16,535	$942K	0.0%	$31.76	+51.0%	COM	039483102
HELE	HELEN OF TROY LTD	4,465	$941K	0.0%	$199.55	+13.0%	COM	G4388N106
EBS	EMERGENT BIOSOLUTIONS INC	10,129	$941K	0.0%	$75.40	+35.8%	COM	29089Q105
BJ	BJS WHOLESALE CLUB HOLDINGS I	20,640	$926K	0.0%	$41.31	+1.5%	COM	05550J101
—	AU OPTRONICS CORP	125,051	$923K	0.0%	$3.46	—	COM	002255107
—	II-VI INC	13,325	$911K	0.0%	$68.37	—	COM	902104108
COLL	COLLEGIUM PHARMACEUTICAL INC	37,447	$887K	0.0%	$16.85	+41.0%	COM	19459J104
NEE	NEXTERA ENERGY INC	11,558	$874K	0.0%	$62.59	+9.9%	COM	65339F101
EOG	EOG RESOURCES INC	11,714	$850K	0.0%	$47.21	+6.8%	COM	26875P101
MX	MAGNACHIP SEMICONDUCTOR CORP	33,924	$845K	0.0%	$11.14	+76.1%	COM	55933J203
DOO	BRP INC	9,095	$791K	0.0%	$27.22	+158.0%	COM	05577W200
NPNYY	NIPPON YUSEN KK	114,273	$781K	0.0%	$3.34	—	COM	654633304
AMN	AMN HEALTHCARE SERVICES INC	10,404	$767K	0.0%	$68.74	+8.1%	COM	001744101
—	CITRIX SYSTEMS INC	5,171	$726K	0.0%	$88.52	—	COM	177376100
SIMO	SILICON MOTION TECHNOLOGY CO P	11,427	$679K	0.0%	$45.58	—	COM	82706C108
WBRBY	WIENERBERGER AG	92,247	$677K	0.0%	$4.71	—	COM	967662107
T	AT&T INC	22,247	$673K	0.0%	$13.21	+22.2%	COM	00206R102
APEMY	APERAM SA	14,857	$671K	0.0%	$36.09	—	COM	03754H104
IMOS	CHIPMOS TECHNOLOGIES INC	21,178	$669K	0.0%	$16.79	—	COM	16965P202
ESNT	ESSENT GROUP LTD	13,784	$655K	0.0%	$31.11	+30.7%	COM	G3198U102
OMAB	GRUPO AEROPORTUARIO DEL CENT O	12,833	$648K	0.0%	$55.66	—	COM	400501102
NTB	BANK OF NT BUTTERFIELD & SON L	16,958	$648K	0.0%	$22.78	+21.4%	COM	G0772R208
—	MASONITE INTERNATIONAL CORP	5,579	$643K	0.0%	$69.78	—	COM	575385109
EBCOY	EBARA CORP	31,359	$641K	0.0%	$15.16	—	COM	278614201
VLRS	CONTROLADORA VUELA CIA DE AV A	44,948	$641K	0.0%	$8.28	—	COM	21240E105
MMSMY	MITSUI MINING & SMELTING CO T	88,887	$618K	0.0%	$5.38	—	COM	606844207
BRSL	INTERNATIONAL GAME TECHNOLOG	38,427	$617K	0.0%	$8.87	+40.5%	COM	G4863A108
THUPY	THULE GROUP AB	27,607	$614K	0.0%	$16.58	—	COM	88604M106
NHNKY	NIHON KOHDEN CORP	40,758	$596K	0.0%	$14.41	—	COM	65412C108
OEC	ORION ENGINEERED CARBONS SA	30,119	$594K	0.0%	$18.01	0.0%	COM	L72967109
KLIC	KULICKE & SOFFA INDUSTRIES I C	12,092	$594K	0.0%	$21.63	+85.4%	COM	501242101
CAMT	CAMTEK LTD/ISRAEL	19,862	$594K	0.0%	$18.84	+40.0%	COM	M20791105
—	TRITON INTERNATIONAL LTD/BER U	10,742	$591K	0.0%	$40.70	—	COM	G9078F107
RNMBY	RHEINMETALL AG	28,992	$589K	0.0%	$16.15	—	COM	76206K107
ACKAY	ARCELIK AS	29,047	$587K	0.0%	$16.86	—	COM	03937X109
SUOPY	SUMCO CORP	12,813	$586K	0.0%	$27.54	—	COM	86558P109
FELTY	FUJI ELECTRIC CO LTD	56,012	$584K	0.0%	$6.16	—	COM	35955T107
TCCPY	TECHNOPRO HOLDINGS INC	34,811	$581K	0.0%	$9.39	—	COM	87875T204
APELY	ALPS ALPINE CO LTD	21,487	$568K	0.0%	$26.60	—	COM	021090204
PBSFY	PROSIEBENSAT1 MEDIA SE	109,802	$563K	0.0%	$3.29	—	COM	743476202
—	CELESTICA INC	66,587	$557K	0.0%	$3.50	—	COM	15101Q108
—	PRIMO WATER CORP	33,309	$542K	0.0%	$9.07	—	COM	74167P108
CMBT	EURONAV NV	58,843	$538K	0.0%	$4.75	+8.7%	COM	B38564108
CSAN	COSAN SA	33,185	$536K	0.0%	$16.15	—	COM	22113B103
CCOEY	CAPCOM CO LTD	15,684	$534K	0.0%	$13.88	—	COM	13916V107
MBRFY	MARFRIG GLOBAL FOODS SA	169,623	$527K	0.0%	$2.64	—	COM	56656T105
TSEM	TOWER SEMICONDUCTOR LTD	18,665	$523K	0.0%	$19.14	+53.9%	COM	M87915274
—	WNS HOLDINGS LTD	7,011	$508K	0.0%	$53.58	—	COM	92932M101
TYOYY	TAIYO YUDEN CO LTD	2,696	$507K	0.0%	$60.76	—	COM	874047202
—	BRITVIC PLC	21,457	$496K	0.0%	$19.02	—	COM	111190104
KOF	COCA-COLA FEMSA SAB DE CV	10,719	$495K	0.0%	$46.14	—	COM	191241108
ANSLY	ANSELL LTD	4,101	$490K	0.0%	$72.32	—	COM	03634M208
SPNT	SIRIUS POINT LTD	47,871	$487K	0.0%	$10.15	0.0%	COM	G8192H106
DLNDY	D&L INDUSTRIES INC	123,786	$451K	0.0%	$4.61	—	COM	23340X108
—	MARATHON OIL CORP	39,538	$422K	0.0%	$4.43	—	COM	565849106
AMP	AMERIPRISE FINANCIAL INC	1,732	$403K	0.0%	$127.28	+57.8%	COM	03076C106
—	DISCOVER FINANCIAL SERVICES	4,122	$392K	0.0%	$90.49	—	COM	254709108
SPG	SIMON PROPERTY GROUP INC	3,357	$382K	0.0%	$48.49	+64.9%	COM	828806109
—	ZEPP HEALTH CORP	35,229	$379K	0.0%	$10.76	—	COM	98945L105
MPC	MARATHON PETROLEUM CORP	7,005	$375K	0.0%	$31.29	+42.6%	COM	56585A102
AZO	AUTOZONE INC	263	$369K	0.0%	$1168.11	+6.0%	COM	053332102
DLTR	DOLLAR TREE INC	3,009	$344K	0.0%	$107.44	0.0%	COM	256746108
VEA	VANGUARD FTSE DEVELOPED MARK T	6,755	$332K	0.0%	$40.84	—	COM	921943858
EXR	EXTRA SPACE STORAGE INC	2,463	$326K	0.0%	$93.43	+7.2%	COM	30225T102
INTC	INTEL CORP	4,794	$307K	0.0%	$44.02	+22.9%	COM	458140100
AMGN	AMGEN INC	1,232	$307K	0.0%	$122.27	+67.4%	COM	031162100
LYB	LYONDELLBASELL INDUSTRIES	2,944	$306K	0.0%	$57.51	+23.1%	COM	N53745100
PPG	PPG INDUSTRIES INC	2,027	$305K	0.0%	$125.98	+3.3%	COM	693506107
PH	PARKER-HANNIFIN CORP	966	$305K	0.0%	$182.81	+48.0%	COM	701094104
—	PS BUSINESS PARKS INC	1,964	$304K	0.0%	$133.00	—	COM	69360J107
PFG	PRINCIPAL FINANCIAL GROUP	5,047	$303K	0.0%	$37.97	+23.0%	COM	74251V102
UNM	UNUM CORP	10,824	$301K	0.0%	$20.68	+25.5%	COM	91529Y106
CTRE	CARETRUST REIT INC	12,836	$299K	0.0%	$22.20	—	COM	14174T107
TRV	THE TRAVELERS COS INC	1,978	$297K	0.0%	$115.62	+15.2%	COM	89417E109
WDC	WESTERN DIGITAL CORP	4,438	$296K	0.0%	$33.07	+40.8%	COM	958102105
AFL	AFLAC INC	5,766	$295K	0.0%	$36.33	+18.0%	COM	001055102
CVS	CVS HEALTH CORP	3,833	$288K	0.0%	$55.22	+12.8%	COM	126650100
ALL	THE ALLSTATE CORP	2,495	$287K	0.0%	$86.64	+12.8%	COM	020002101
—	STORE CAPITAL CORP	8,533	$286K	0.0%	$33.94	—	COM	862121100
CB	CHUBB LTD	1,785	$282K	0.0%	$130.07	+15.5%	COM	H1467J104
VICI	VICI PROPERTIES INC	9,940	$281K	0.0%	$19.12	+9.5%	COM	925652109
ELV	ANTHEM INC	780	$280K	0.0%	$247.08	+21.7%	COM	036752103
AMH	AMERICAN HOMES 4 RENT	8,392	$280K	0.0%	$30.04	—	COM	02665T306
NSA	NATIONAL STORAGE AFFILIATES R	6,995	$279K	0.0%	$36.00	—	COM	637870106
GLPI	GAMING AND LEISURE PROPERTIE	6,540	$277K	0.0%	$42.47	—	COM	36467J108
NHI	NATIONAL HEALTH INVESTORS IN	3,824	$276K	0.0%	$69.67	—	COM	63633D104
UDR	UDR INC	6,275	$275K	0.0%	$30.14	+14.5%	COM	902653104
VNQ	VANGUARD REAL ESTATE ETF	2,989	$275K	0.0%	$82.37	—	COM	922908553
AES	AES CORP	10,266	$275K	0.0%	$10.78	+106.2%	COM	00130H105
GD	GENERAL DYNAMICS	1,501	$273K	0.0%	$130.64	+12.5%	COM	369550108
ESS	ESSEX PROPERTY TRUST INC	1,001	$272K	0.0%	$192.56	+13.0%	COM	297178105
MAS	MASCO CORP	4,509	$270K	0.0%	$50.39	+1.5%	COM	574599106
VLO	VALERO ENERGY CORP	3,746	$268K	0.0%	$40.57	+41.0%	COM	91913Y100
EGP	EASTGROUP PROPERTIES INC	1,862	$267K	0.0%	$138.09	—	COM	277276101
AMT	AMERICAN TOWER CORP	1,111	$266K	0.0%	$199.71	-3.7%	COM	03027X100
—	MONMOUTH REAL ESTATE INVESTM N	14,945	$264K	0.0%	$17.66	—	COM	609720107
MRK	MERCK & CO INC	3,428	$264K	0.0%	$67.44	-6.5%	COM	58933Y105
TMUS	T-MOBILE US INC	2,091	$262K	0.0%	$119.35	+2.0%	COM	872590104
CAG	CONAGRA BRANDS INC	6,978	$262K	0.0%	$28.88	-1.7%	COM	205887102
FCPT	FOUR CORNERS PROPERTY TRUST N	9,497	$260K	0.0%	$26.05	—	COM	35086T109
SBAC	SBA COMMUNICATIONS CORP	935	$260K	0.0%	$273.42	-9.6%	COM	78410G104
PLD	PROLOGIS INC	2,445	$259K	0.0%	$87.45	+1.4%	COM	74340W103
SPY	SPDR S&P 500 ETF TRUST	642	$254K	0.0%	$334.89	—	COM	78462F103
—	CYRUSONE INC	3,680	$249K	0.0%	$73.03	—	COM	23283R100
—	EASTERLY GOVERNMENT PROPERTI S	11,934	$247K	0.0%	$22.69	—	COM	27616P103
VWO	VANGUARD FTSE EMERGING MARKE S	4,694	$244K	0.0%	$43.25	—	COM	922042858
CNP	CENTERPOINT ENERGY INC	10,696	$242K	0.0%	$19.40	-3.1%	COM	15189T107
IBM	INTERNATIONAL BUSINESS MACHI E	1,792	$239K	0.0%	$93.49	+4.9%	COM	459200101
INGR	INGREDION INC	2,561	$230K	0.0%	$77.11	+10.9%	COM	457187102
VZ	VERIZON COMMUNICATIONS	3,945	$229K	0.0%	$43.94	-3.9%	COM	92343V104
GILD	GILEAD SCIENCES INC	3,114	$201K	0.0%	$53.36	0.0%	COM	375558103