Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
HUM	HUMANA INC	1,550,726	$411M	6.0%	$265.30	—	—	COM	444859102
DXC	DXC TECHNOLOGY CO	7,254,821	$400M	5.8%	$55.15	—	—	COM	23355L106
GOOG	ALPHABET INC	343,857	$372M	5.4%	$1080.91	—	—	CAP STK CL C	02079K107
DD	DUPONT DE NEMOURS INC	4,311,324	$324M	4.7%	$75.07	—	—	COM	26614N102
BABA	ALIBABA GROUP HLDG LTD	1,907,478	$323M	4.7%	$169.45	—	—	SPONSORED ADS	01609W102
CNC	CENTENE CORP DEL	6,123,308	$321M	4.7%	$52.44	—	—	COM	15135B101
ALNY	ALNYLAM PHARMACEUTICALS INC	4,236,016	$307M	4.5%	$72.56	—	—	COM	02043Q107
VISN	COMMSCOPE HLDG CO INC	18,511,826	$291M	4.2%	$15.73	—	—	COM	20337X109
TMUS	T MOBILE US INC	3,817,999	$283M	4.1%	$74.14	—	—	COM	872590104
MSFT	MICROSOFT CORP	1,524,332	$204M	3.0%	$133.96	—	—	COM	594918104
OC	OWENS CORNING NEW	3,507,466	$204M	3.0%	$58.20	—	—	COM	690742101
LOW	LOWES COS INC	2,003,041	$202M	2.9%	$100.91	—	—	COM	548661107
—	PERSPECTA INC	7,489,642	$175M	2.5%	$23.41	—	—	COM	715347100
BKNG	BOOKING HLDGS INC	89,427	$168M	2.4%	$1874.71	—	—	COM	09857L108
—	MEDICINES CO	3,867,083	$141M	2.0%	$36.47	—	—	COM	584688105
MGM	MGM RESORTS INTERNATIONAL	4,527,373	$129M	1.9%	$28.57	—	—	COM	552953101
OPLN	KAR AUCTION SVCS INC	5,065,923	$127M	1.8%	$25.00	—	—	COM	48238T109
FISV	FISERV INC	1,282,650	$117M	1.7%	$91.16	—	—	COM	337738108
CTVA	CORTEVA INC	3,310,296	$97.89M	1.4%	$29.57	—	—	COM	22052L104
DOW	DOW INC	1,838,326	$90.65M	1.3%	$49.31	—	—	COM	260557103
WLK	WESTLAKE CHEM CORP	1,279,512	$88.88M	1.3%	$69.46	—	—	COM	960413102
—	IAA INC	2,040,335	$79.12M	1.1%	$38.78	—	—	COM	449253103
STNE	STONECO LTD	2,615,410	$77.36M	1.1%	$29.58	—	—	COM CL A	G85158106
BTI	BRITISH AMERN TOB PLC	2,202,092	$76.79M	1.1%	$34.87	—	—	SPONSORED ADR	110448107
LVS	LAS VEGAS SANDS CORP	1,104,713	$65.28M	0.9%	$59.09	—	—	COM	517834107
NKE	NIKE INC	765,739	$64.28M	0.9%	$83.95	—	—	CL B	654106103
KKR	KKR & CO INC	1,925,572	$48.66M	0.7%	$25.27	—	—	CL A	48251W104
ADBE	ADOBE INC	165,139	$48.66M	0.7%	$294.65	—	—	COM	00724F101
GPK	GRAPHIC PACKAGING HLDG CO	3,285,568	$45.93M	0.7%	$13.98	—	—	COM	388689101
—	ATARA BIOTHERAPEUTICS INC	2,232,476	$44.9M	0.7%	$20.11	—	—	COM	046513107
EXP	EAGLE MATERIALS INC	410,262	$38.03M	0.6%	$92.70	—	—	COM	26969P108
BUD	ANHEUSER BUSCH INBEV SA/NV	427,645	$37.85M	0.5%	$88.51	—	—	SPONSORED ADR	03524A108
SNPS	SYNOPSYS INC	276,299	$35.56M	0.5%	$128.69	—	—	COM	871607107
WYNN	WYNN RESORTS LTD	275,777	$34.19M	0.5%	$123.99	—	—	COM	983134107
TAK	TAKEDA PHARMACEUTICAL CO LTD	1,682,888	$29.79M	0.4%	$17.70	—	—	SPONSORED ADS	874060205
SBUX	STARBUCKS CORP	306,990	$25.73M	0.4%	$83.83	—	—	COM	855244109
AMZN	AMAZON COM INC	13,394	$25.36M	0.4%	$1893.61	—	—	COM	023135106
NFLX	NETFLIX INC	65,680	$24.13M	0.3%	$367.33	—	—	COM	64110L106
DECK	DECKERS OUTDOOR CORP	137,020	$24.11M	0.3%	$175.97	—	—	COM	243537107
CASY	CASEYS GEN STORES INC	146,590	$22.87M	0.3%	$155.99	—	—	COM	147528103
LULU	LULULEMON ATHLETICA INC	124,390	$22.42M	0.3%	$180.21	—	—	COM	550021109
DAL	DELTA AIR LINES INC DEL	307,690	$17.46M	0.3%	$56.75	—	—	COM NEW	247361702
—	SKECHERS U S A INC	531,070	$16.72M	0.2%	$31.49	—	—	CL A	830566105
JACK	JACK IN THE BOX INC	204,390	$16.64M	0.2%	$81.39	—	—	COM	466367109
VFC	V F CORP	190,300	$16.62M	0.2%	$87.35	—	—	COM	918204108
M	MACYS INC	752,610	$16.15M	0.2%	$21.46	—	—	COM	55616P104
WING	WINGSTOP INC	167,890	$15.91M	0.2%	$94.75	—	—	COM	974155103
DRI	DARDEN RESTAURANTS INC	129,120	$15.72M	0.2%	$121.73	—	—	COM	237194105
LITE	LUMENTUM HLDGS INC	281,158	$15.02M	0.2%	$53.41	—	—	COM	55024U109
TXRH	TEXAS ROADHOUSE INC	268,496	$14.41M	0.2%	$53.67	—	—	COM	882681109
—	HANESBRANDS INC	814,730	$14.03M	0.2%	$17.22	—	—	COM	410345102
CAKE	CHEESECAKE FACTORY INC	318,070	$13.91M	0.2%	$43.72	—	—	COM	163072101
JBLU	JETBLUE AWYS CORP	749,300	$13.86M	0.2%	$18.49	—	—	COM	477143101
MNRO	MONRO INC	147,410	$12.57M	0.2%	$85.30	—	—	COM	610236101
GT	GOODYEAR TIRE & RUBR CO	788,590	$12.06M	0.2%	$15.30	—	—	COM	382550101
MTB	M & T BK CORP	70,810	$12.04M	0.2%	$170.07	—	—	COM	55261F104
F	FORD MTR CO DEL	1,162,080	$11.89M	0.2%	$10.23	—	—	COM	345370860
CHDN	CHURCHILL DOWNS INC	102,280	$11.77M	0.2%	$115.07	—	—	COM	171484108
TD	TORONTO DOMINION BK ONT	200,360	$11.69M	0.2%	$58.36	—	—	COM NEW	891160509
ADM	ARCHER DANIELS MIDLAND CO	285,960	$11.67M	0.2%	$40.80	—	—	COM	039483102
AAPL	APPLE INC	58,720	$11.62M	0.2%	$197.92	—	—	COM	037833100
CHKP	CHECK POINT SOFTWARE TECH LT	94,040	$10.87M	0.2%	$115.61	—	—	ORD	M22465104
HAE	HAEMONETICS CORP	89,560	$10.78M	0.2%	$120.34	—	—	COM	405024100
PG	PROCTER AND GAMBLE CO	93,190	$10.22M	0.1%	$109.65	—	—	COM	742718109
SNA	SNAP ON INC	60,730	$10.06M	0.1%	$165.63	—	—	COM	833034101
PLCE	CHILDRENS PL INC	104,220	$9.941M	0.1%	$95.38	—	—	COM	168905107
PZZA	PAPA JOHNS INTL INC	218,290	$9.762M	0.1%	$44.72	—	—	COM	698813102
JNJ	JOHNSON & JOHNSON	69,240	$9.644M	0.1%	$139.28	—	—	COM	478160104
RL	RALPH LAUREN CORP	82,940	$9.421M	0.1%	$113.59	—	—	CL A	751212101
ZUMZ	ZUMIEZ INC	360,250	$9.403M	0.1%	$26.10	—	—	COM	989817101
LYB	LYONDELLBASELL INDUSTRIES N	108,650	$9.358M	0.1%	$86.13	—	—	SHS - A -	N53745100
TXN	TEXAS INSTRS INC	76,100	$8.733M	0.1%	$114.76	—	—	COM	882508104
PEP	PEPSICO INC	65,260	$8.558M	0.1%	$131.14	—	—	COM	713448108
ZTS	ZOETIS INC	75,350	$8.551M	0.1%	$113.48	—	—	CL A	98978V103
CNK	CINEMARK HOLDINGS INC	230,820	$8.333M	0.1%	$36.10	—	—	COM	17243V102
HAS	HASBRO INC	75,130	$7.94M	0.1%	$105.68	—	—	COM	418056107
OZK	BANK OZK	263,690	$7.934M	0.1%	$30.09	—	—	COM	06417N103
ORLY	O REILLY AUTOMOTIVE INC NEW	21,420	$7.911M	0.1%	$369.33	—	—	COM	67103H107
SJM	SMUCKER J M CO	68,550	$7.896M	0.1%	$115.19	—	—	COM NEW	832696405
—	CITRIX SYS INC	80,260	$7.877M	0.1%	$98.14	—	—	COM	177376100
HD	HOME DEPOT INC	36,850	$7.664M	0.1%	$207.98	—	—	COM	437076102
—	L3 TECHNOLOGIES INC	31,020	$7.605M	0.1%	$245.16	—	—	COM	502413107
SHW	SHERWIN WILLIAMS CO	16,190	$7.42M	0.1%	$458.31	—	—	COM	824348106
BAX	BAXTER INTL INC	88,670	$7.262M	0.1%	$81.90	—	—	COM	071813109
BTG	B2GOLD CORP	2,361,440	$7.155M	0.1%	$3.03	—	—	COM	11777Q209
ALK	ALASKA AIR GROUP INC	111,650	$7.136M	0.1%	$63.91	—	—	COM	011659109
UAA	UNDER ARMOUR INC	277,630	$7.038M	0.1%	$25.35	—	—	CL A	904311107
UBER	UBER TECHNOLOGIES INC	150,071	$6.96M	0.1%	$46.38	—	—	COM	90353T100
—	XILINX INC	58,780	$6.931M	0.1%	$117.91	—	—	COM	983919101
BHC	BAUSCH HEALTH COS INC	273,690	$6.903M	0.1%	$25.22	—	—	COM	071734107
MNST	MONSTER BEVERAGE CORP NEW	108,090	$6.899M	0.1%	$63.83	—	—	COM	61174X109
FAST	FASTENAL CO	205,720	$6.704M	0.1%	$32.59	—	—	COM	311900104
—	VIACOM INC NEW	224,250	$6.698M	0.1%	$29.87	—	—	CL B	92553P201
SAM	BOSTON BEER INC	17,310	$6.539M	0.1%	$377.76	—	—	CL A	100557107
—	ALLERGAN PLC	38,810	$6.498M	0.1%	$167.43	—	—	SHS	G0177J108
CF	CF INDS HLDGS INC	138,920	$6.489M	0.1%	$46.71	—	—	COM	125269100
BBY	BEST BUY INC	91,990	$6.414M	0.1%	$69.72	—	—	COM	086516101
—	SYMANTEC CORP	291,810	$6.35M	0.1%	$21.76	—	—	COM	871503108
BURL	BURLINGTON STORES INC	37,240	$6.336M	0.1%	$170.14	—	—	COM	122017106
—	TWITTER INC	179,640	$6.269M	0.1%	$34.90	—	—	COM	90184L102
—	LIBERTY EXPEDIA HLDGS INC	130,650	$6.244M	0.1%	$47.79	—	—	SER A COM	53046P109
YELP	YELP INC	182,190	$6.227M	0.1%	$34.18	—	—	CL A	985817105
—	DISCOVERY INC	202,740	$6.224M	0.1%	$30.70	—	—	COM SER A	25470F104
BF/B	BROWN FORMAN CORP	111,810	$6.198M	0.1%	$55.43	—	—	CL B	115637209
SMG	SCOTTS MIRACLE GRO CO	62,690	$6.175M	0.1%	$98.50	—	—	CL A	810186106
NUE	NUCOR CORP	111,660	$6.152M	0.1%	$55.10	—	—	COM	670346105
QRVO	QORVO INC	91,920	$6.123M	0.1%	$66.61	—	—	COM	74736K101
HCC	WARRIOR MET COAL INC	234,220	$6.118M	0.1%	$26.12	—	—	COM	93627C101
—	WORLD WRESTLING ENTMT INC	84,160	$6.077M	0.1%	$72.21	—	—	CL A	98156Q108
—	SINCLAIR BROADCAST GROUP INC	113,270	$6.075M	0.1%	$53.63	—	—	CL A	829226109
—	ANSYS INC	29,600	$6.063M	0.1%	$204.83	—	—	COM	03662Q105
—	UNILEVER N V	99,130	$6.019M	0.1%	$60.72	—	—	N Y SHS NEW	904784709
—	IAC INTERACTIVECORP	27,600	$6.004M	0.1%	$217.54	—	—	COM	44919P508
—	GUESS INC	371,310	$5.997M	0.1%	$16.15	—	—	COM	401617105
GNW	GENWORTH FINL INC	1,608,910	$5.969M	0.1%	$3.71	—	—	COM CL A	37247D106
QCOM	QUALCOMM INC	78,330	$5.959M	0.1%	$76.08	—	—	COM	747525103
TTC	TORO CO	89,000	$5.954M	0.1%	$66.90	—	—	COM	891092108
TECK	TECK RESOURCES LTD	257,990	$5.949M	0.1%	$23.06	—	—	CL B	878742204
—	BERRY GLOBAL GROUP INC	112,380	$5.91M	0.1%	$52.59	—	—	COM	08579W103
TPR	TAPESTRY INC	185,420	$5.883M	0.1%	$31.73	—	—	COM	876030107
—	CASTLIGHT HEALTH INC	1,815,514	$5.864M	0.1%	$3.23	—	—	CL B	14862Q100
GS	GOLDMAN SACHS GROUP INC	28,560	$5.843M	0.1%	$204.59	—	—	COM	38141G104
MOH	MOLINA HEALTHCARE INC	40,560	$5.806M	0.1%	$143.15	—	—	COM	60855R100
PBR	PETROLEO BRASILEIRO SA PETRO	370,510	$5.769M	0.1%	$15.57	—	—	SPONSORED ADR	71654V408
—	EXTRACTION OIL AND GAS INC	1,329,860	$5.758M	0.1%	$4.33	—	—	COM	30227M105
MTH	MERITAGE HOMES CORP	111,821	$5.741M	0.1%	$51.34	—	—	COM	59001A102
TAP	MOLSON COORS BREWING CO	102,090	$5.717M	0.1%	$56.00	—	—	CL B	60871R209
SIG	SIGNET JEWELERS LIMITED	319,720	$5.717M	0.1%	$17.88	—	—	SHS	G81276100
—	MELLANOX TECHNOLOGIES LTD	51,560	$5.706M	0.1%	$110.67	—	—	SHS	M51363113
LSTR	LANDSTAR SYS INC	52,820	$5.704M	0.1%	$107.99	—	—	COM	515098101
HUN	HUNTSMAN CORP	277,770	$5.678M	0.1%	$20.44	—	—	COM	447011107
BTU	PEABODY ENERGY CORP NEW	235,600	$5.678M	0.1%	$24.10	—	—	COM	704551100
GLW	CORNING INC	170,080	$5.652M	0.1%	$33.23	—	—	COM	219350105
LPLA	LPL FINL HLDGS INC	69,150	$5.641M	0.1%	$81.58	—	—	COM	50212V100
MKC	MCCORMICK & CO INC	36,210	$5.613M	0.1%	$155.01	—	—	COM NON VTG	579780206
MS	MORGAN STANLEY	127,580	$5.589M	0.1%	$43.81	—	—	COM NEW	617446448
CDNS	CADENCE DESIGN SYSTEM INC	78,870	$5.585M	0.1%	$70.81	—	—	COM	127387108
—	CTRIP COM INTL LTD	151,170	$5.58M	0.1%	$36.91	—	—	SPONSORED ADS	22943F100
EBAY	EBAY INC	141,010	$5.57M	0.1%	$39.50	—	—	COM	278642103
—	FLAGSTAR BANCORP INC	167,900	$5.564M	0.1%	$33.14	—	—	COM PAR .001	337930705
NTRS	NORTHERN TR CORP	61,730	$5.556M	0.1%	$90.00	—	—	COM	665859104
EXPE	EXPEDIA GROUP INC	41,610	$5.535M	0.1%	$133.02	—	—	COM NEW	30212P303
BMY	BRISTOL MYERS SQUIBB CO	121,000	$5.487M	0.1%	$45.35	—	—	COM	110122108
CI	CIGNA CORP NEW	34,720	$5.47M	0.1%	$157.55	—	—	COM	125523100
NXPI	NXP SEMICONDUCTORS N V	55,860	$5.452M	0.1%	$97.60	—	—	COM	N6596X109
—	LOGMEIN INC	73,940	$5.448M	0.1%	$73.68	—	—	COM	54142L109
SONY	SONY CORP	102,510	$5.37M	0.1%	$52.39	—	—	SPONSORED ADR	835699307
NTES	NETEASE INC	20,990	$5.369M	0.1%	$255.79	—	—	SPONSORED ADR	64110W102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	136,970	$5.365M	0.1%	$39.17	—	—	SPONSORED ADS	874039100
V	VISA INC	30,880	$5.359M	0.1%	$173.54	—	—	COM CL A	92826C839
MERC	MERCER INTL INC	340,130	$5.262M	0.1%	$15.47	—	—	COM	588056101
—	AVAYA HLDGS CORP	441,230	$5.255M	0.1%	$11.91	—	—	COM	05351X101
FLO	FLOWERS FOODS INC	225,190	$5.24M	0.1%	$23.27	—	—	COM	343498101
ETSY	ETSY INC	85,320	$5.236M	0.1%	$61.37	—	—	COM	29786A106
—	SANTANDER CONSUMER USA HDG I	218,000	$5.223M	0.1%	$23.96	—	—	COM	80283M101
—	CARBONITE INC	198,990	$5.182M	0.1%	$26.04	—	—	COM	141337105
—	HORIZON THERAPEUTICS PUB LTD	213,280	$5.132M	0.1%	$24.06	—	—	SHS	G46188101
LIVN	LIVANOVA PLC	71,240	$5.126M	0.1%	$71.95	—	—	SHS	G5509L101
—	MOMO INC	143,040	$5.121M	0.1%	$35.80	—	—	ADR	60879B107
—	E TRADE FINANCIAL CORP	114,740	$5.117M	0.1%	$44.60	—	—	COM NEW	269246401
ROST	ROSS STORES INC	51,480	$5.103M	0.1%	$99.13	—	—	COM	778296103
CACC	CREDIT ACCEP CORP MICH	10,540	$5.1M	0.1%	$483.87	—	—	COM	225310101
TRIP	TRIPADVISOR INC	110,070	$5.095M	0.1%	$46.29	—	—	COM	896945201
—	CIT GROUP INC	95,790	$5.033M	0.1%	$52.54	—	—	COM NEW	125581801
DKS	DICKS SPORTING GOODS INC	144,760	$5.013M	0.1%	$34.63	—	—	COM	253393102
FTNT	FORTINET INC	64,880	$4.985M	0.1%	$76.83	—	—	COM	34959E109
—	CNOOC LTD	28,940	$4.93M	0.1%	$170.35	—	—	SPONSORED ADR	126132109
—	FIAT CHRYSLER AUTOMOBILES N	356,330	$4.924M	0.1%	$13.82	—	—	SHS	N31738102
META	FACEBOOK INC	25,510	$4.923M	0.1%	$192.98	—	—	CL A	30303M102
STZ	CONSTELLATION BRANDS INC	24,420	$4.809M	0.1%	$196.93	—	—	CL A	21036P108
OMF	ONEMAIN HLDGS INC	141,980	$4.8M	0.1%	$33.81	—	—	COM	68268W103
—	LAM RESEARCH CORP	25,360	$4.764M	0.1%	$187.85	—	—	COM	512807108
—	VMWARE INC	28,350	$4.74M	0.1%	$167.20	—	—	CL A COM	928563402
—	BRIGHTSPHERE INVESTMNT GRP P	414,540	$4.73M	0.1%	$11.41	—	—	SHS	G1644T109
LNWO	SCIENTIFIC GAMES CORP	236,210	$4.682M	0.1%	$19.82	—	—	COM	80874P109
ETD	ETHAN ALLEN INTERIORS INC	215,845	$4.546M	0.1%	$21.06	—	—	COM	297602104
ALGN	ALIGN TECHNOLOGY INC	16,490	$4.513M	0.1%	$273.68	—	—	COM	016255101
PRGO	PERRIGO CO PLC	94,610	$4.505M	0.1%	$47.62	—	—	SHS	G97822103
—	NEW ORIENTAL ED & TECH GRP I	46,240	$4.466M	0.1%	$96.58	—	—	SPON ADR	647581107
AA	ALCOA CORP	187,200	$4.382M	0.1%	$23.41	—	—	COM	013872106
ZBH	ZIMMER BIOMET HLDGS INC	37,220	$4.382M	0.1%	$117.73	—	—	COM	98956P102
WSM	WILLIAMS SONOMA INC	67,370	$4.379M	0.1%	$65.00	—	—	COM	969904101
—	SINA CORP	98,840	$4.263M	0.1%	$43.13	—	—	ORD	G81477104
—	58 COM INC	68,310	$4.247M	0.1%	$62.17	—	—	SPON ADR REP A	31680Q104
NTB	BANK OF NT BUTTERFIELD&SON L	123,170	$4.183M	0.1%	$33.96	—	—	SHS NEW	G0772R208
GTN	GRAY TELEVISION INC	252,690	$4.142M	0.1%	$16.39	—	—	COM	389375106
—	UBIQUITI NETWORKS INC	31,400	$4.129M	0.1%	$131.50	—	—	COM	90347A100
—	MEDIDATA SOLUTIONS INC	45,550	$4.123M	0.1%	$90.52	—	—	COM	58471A105
—	GROUPON INC	1,148,090	$4.11M	0.1%	$3.58	—	—	COM	399473107
CPRI	CAPRI HOLDINGS LIMITED	113,100	$3.922M	0.1%	$34.68	—	—	SHS	G1890L107
RIG	TRANSOCEAN LTD	608,320	$3.899M	0.1%	$6.41	—	—	REG SHS	H8817H100
—	HOSTESS BRANDS INC	267,610	$3.864M	0.1%	$14.44	—	—	CL A	44109J106
JKHY	HENRY JACK & ASSOC INC	28,830	$3.861M	0.1%	$133.92	—	—	COM	426281101
KHC	KRAFT HEINZ CO	121,900	$3.784M	0.1%	$31.04	—	—	COM	500754106
HSY	HERSHEY CO	27,910	$3.741M	0.1%	$134.04	—	—	COM	427866108
AVGO	BROADCOM INC	12,990	$3.739M	0.1%	$287.84	—	—	COM	11135F101
LOGI	LOGITECH INTL S A	92,820	$3.709M	0.1%	$39.96	—	—	SHS	H50430232
APD	AIR PRODS & CHEMS INC	16,370	$3.706M	0.1%	$226.39	—	—	COM	009158106
—	MALLINCKRODT PUB LTD CO	384,810	$3.533M	0.1%	$9.18	—	—	SHS	G5785G107
STLD	STEEL DYNAMICS INC	116,720	$3.525M	0.1%	$30.20	—	—	COM	858119100
OSK	OSHKOSH CORP	42,160	$3.52M	0.1%	$83.49	—	—	COM	688239201
—	CERNER CORP	47,800	$3.504M	0.1%	$73.31	—	—	COM	156782104
BYD	BOYD GAMING CORP	129,000	$3.475M	0.1%	$26.94	—	—	COM	103304101
LX	LEXINFINTECH HLDGS LTD	299,760	$3.345M	0.0%	$11.16	—	—	ADR	528877103
GRMN	GARMIN LTD	41,650	$3.324M	0.0%	$79.81	—	—	SHS	H2906T109
BGS	B & G FOODS INC NEW	158,590	$3.299M	0.0%	$20.80	—	—	COM	05508R106
CL	COLGATE PALMOLIVE CO	44,270	$3.173M	0.0%	$71.67	—	—	COM	194162103
ELF	E L F BEAUTY INC	222,830	$3.142M	0.0%	$14.10	—	—	COM	26856L103
—	ENDO INTL PLC	748,640	$3.084M	0.0%	$4.12	—	—	SHS	G30401106
NUS	NU SKIN ENTERPRISES INC	61,250	$3.021M	0.0%	$49.32	—	—	CL A	67018T105
HPQ	HP INC	142,220	$2.957M	0.0%	$20.79	—	—	COM	40434L105
ETN	EATON CORP PLC	34,990	$2.914M	0.0%	$83.28	—	—	SHS	G29183103
—	INGERSOLL-RAND PLC	22,480	$2.848M	0.0%	$126.69	—	—	SHS	G47791101
OXM	OXFORD INDS INC	36,420	$2.761M	0.0%	$75.81	—	—	COM	691497309
WHR	WHIRLPOOL CORP	19,300	$2.748M	0.0%	$142.38	—	—	COM	963320106
YUM	YUM BRANDS INC	23,880	$2.643M	0.0%	$110.68	—	—	COM	988498101
PANW	PALO ALTO NETWORKS INC	12,970	$2.643M	0.0%	$203.78	—	—	COM	697435105
URBN	URBAN OUTFITTERS INC	116,120	$2.642M	0.0%	$22.75	—	—	COM	917047102
PII	POLARIS INDS INC	27,740	$2.531M	0.0%	$91.24	—	—	COM	731068102
—	BLACKSTONE GROUP L P	56,750	$2.521M	0.0%	$44.42	—	—	COM UNIT LTD	09253U108
CSCO	CISCO SYS INC	44,860	$2.455M	0.0%	$54.73	—	—	COM	17275R102
—	CDK GLOBAL INC	49,642	$2.454M	0.0%	$49.43	—	—	COM	12508E101
PLNT	PLANET FITNESS INC	33,450	$2.423M	0.0%	$72.44	—	—	CL A	72703H101
PBH	PRESTIGE CONSMR HEALTHCARE I	76,190	$2.414M	0.0%	$31.68	—	—	COM	74112D101
KSS	KOHLS CORP	50,230	$2.388M	0.0%	$47.54	—	—	COM	500255104
LUV	SOUTHWEST AIRLS CO	44,970	$2.284M	0.0%	$50.79	—	—	COM	844741108
MZTI	LANCASTER COLONY CORP	14,960	$2.223M	0.0%	$148.60	—	—	COM	513847103
—	AMC ENTMT HLDGS INC	235,890	$2.201M	0.0%	$9.33	—	—	CL A COM	00165C104
WMT	WALMART INC	19,760	$2.183M	0.0%	$110.48	—	—	COM	931142103
USFD	US FOODS HLDG CORP	60,520	$2.164M	0.0%	$35.76	—	—	COM	912008109
CAL	CALERES INC	107,990	$2.151M	0.0%	$19.92	—	—	COM	129500104
SNBR	SLEEP NUMBER CORP	52,590	$2.124M	0.0%	$40.39	—	—	COM	83125X103
IBM	INTERNATIONAL BUSINESS MACHS	14,880	$2.052M	0.0%	$137.90	—	—	COM	459200101
MFC	MANULIFE FINL CORP	112,460	$2.044M	0.0%	$18.18	—	—	COM	56501R106
AZO	AUTOZONE INC	1,850	$2.034M	0.0%	$1099.46	—	—	COM	053332102
AMP	AMERIPRISE FINL INC	13,560	$1.968M	0.0%	$145.13	—	—	COM	03076C106
LMT	LOCKHEED MARTIN CORP	5,390	$1.959M	0.0%	$363.45	—	—	COM	539830109
ADSK	AUTODESK INC	11,820	$1.925M	0.0%	$162.86	—	—	COM	052769106
HON	HONEYWELL INTL INC	10,760	$1.879M	0.0%	$174.63	—	—	COM	438516106
PRKS	SEAWORLD ENTMT INC	59,220	$1.836M	0.0%	$31.00	—	—	COM	81282V100
UAL	UNITED CONTL HLDGS INC	20,740	$1.816M	0.0%	$87.56	—	—	COM	910047109
IRBTQ	IROBOT CORP	19,660	$1.802M	0.0%	$91.66	—	—	COM	462726100
ORCL	ORACLE CORP	31,060	$1.769M	0.0%	$56.95	—	—	COM	68389X105
TJX	TJX COS INC NEW	33,360	$1.764M	0.0%	$52.88	—	—	COM	872540109
CHD	CHURCH & DWIGHT INC	23,780	$1.737M	0.0%	$73.04	—	—	COM	171340102
—	HIBBETT SPORTS INC	94,900	$1.727M	0.0%	$18.20	—	—	COM	428567101
CLX	CLOROX CO DEL	10,730	$1.643M	0.0%	$153.12	—	—	COM	189054109
LZB	LA Z BOY INC	52,960	$1.624M	0.0%	$30.66	—	—	COM	505336107
NVDA	NVIDIA CORP	9,820	$1.613M	0.0%	$164.26	—	—	COM	67066G104
HBM	HUDBAY MINERALS INC	284,750	$1.542M	0.0%	$5.42	—	—	COM	443628102
—	FIREEYE INC	103,380	$1.531M	0.0%	$14.81	—	—	COM	31816Q101
NTAP	NETAPP INC	24,640	$1.52M	0.0%	$61.69	—	—	COM	64110D104
AAP	ADVANCE AUTO PARTS INC	9,750	$1.503M	0.0%	$154.15	—	—	COM	00751Y106
JBL	JABIL INC	46,530	$1.47M	0.0%	$31.59	—	—	COM	466313103
SHOO	MADDEN STEVEN LTD	41,950	$1.424M	0.0%	$33.95	—	—	COM	556269108
RRGB	RED ROBIN GOURMET BURGERS IN	44,650	$1.365M	0.0%	$30.57	—	—	COM	75689M101
EXTR	EXTREME NETWORKS INC	206,780	$1.338M	0.0%	$6.47	—	—	COM	30226D106
DEO	DIAGEO P L C	6,750	$1.163M	0.0%	$172.30	—	—	SPON ADR NEW	25243Q205
IP	INTL PAPER CO	26,250	$1.137M	0.0%	$43.31	—	—	COM	460146103
—	MICHAELS COS INC	126,750	$1.103M	0.0%	$8.70	—	—	COM	59408Q106
—	DOMTAR CORP	24,300	$1.082M	0.0%	$44.53	—	—	COM NEW	257559203
KR	KROGER CO	42,210	$916K	0.0%	$21.70	—	—	COM	501044101
SHAK	SHAKE SHACK INC	12,340	$891K	0.0%	$72.20	—	—	CL A	819047101
COF	CAPITAL ONE FINL CORP	9,540	$866K	0.0%	$90.78	—	—	COM	14040H105
JJSF	J & J SNACK FOODS CORP	5,190	$835K	0.0%	$160.89	—	—	COM	466032109
SBH	SALLY BEAUTY HLDGS INC	58,690	$783K	0.0%	$13.34	—	—	COM	79546E104
DELL	DELL TECHNOLOGIES INC	15,070	$766K	0.0%	$50.83	—	—	CL C	24703L202
CAR	AVIS BUDGET GROUP INC	18,060	$635K	0.0%	$35.16	—	—	COM	053774105
MU	MICRON TECHNOLOGY INC	12,470	$481K	0.0%	$38.57	—	—	COM	595112103
KMB	KIMBERLY CLARK CORP	3,560	$474K	0.0%	$133.15	—	—	COM	494368103
—	SLACK TECHNOLOGIES INC	12,300	$461K	0.0%	$37.48	—	—	COM CL A	83088V102
NTGR	NETGEAR INC	17,130	$433K	0.0%	$25.28	—	—	COM	64111Q104
NIO	NIO INC	158,310	$404K	0.0%	$2.55	—	—	SPON ADS	62914V106
ALLE	ALLEGION PUB LTD CO	3,000	$332K	0.0%	$110.67	—	—	ORD SHS	G0176J109
PINS	PINTEREST INC	9,438	$257K	0.0%	$27.23	—	—	CL A	72352L106
VIPS	VIPSHOP HLDGS LTD	18,320	$158K	0.0%	$8.62	—	—	SPONSORED ADS A	92763W103
EMN	EASTMAN CHEMICAL CO	2,020	$157K	0.0%	$77.72	—	—	COM	277432100
DG	DOLLAR GEN CORP NEW	529	$71,000	0.0%	$134.22	—	—	COM	256677105
—	AMEDISYS INC	448	$54,000	0.0%	$120.54	—	—	COM	023436108
—	WEIGHT WATCHERS INTL INC NEW	2,186	$42,000	0.0%	$19.21	—	—	COM	948626106
DCH	AMERICAN AXLE & MFG HLDGS IN	1,490	$19,000	0.0%	$12.75	—	—	COM	024061103